The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Albus - Agreed, looked at Zee prime and for one of KR1s biggest investment outlays it doesnt look that good !
Haha - Think sausage dog has a bit of old beef with me. In fairness he was correct in the disagreement we had, it was regarding investing in Pluto, something wish I had never done. Wish I had large enough holding to sell the big clips mentioned . . . lol
Look who pops up when going well again! What's story here Dukee?
https://x.com/Sausagedog19/status/1759485177145794614?s=20
Bitcoin has its halving, Eth brought it Dencun upgrade. Our pot has a big slab
of DOT, and DOT satellites at its heart. The linking of DOT to both Kusama (the
biggest independent main net) and to ETH, changes to the parachain auction
system , plus Gavin Wood still tech chief - bode very well indeed for this parallel
universe. I think Gavin may build in some DOT burn to make it deflationary
at the same time...then DOT and TIA will both be in with a very good chance to
move into the top 10...and literally explode our token valuation. I do worry about
the inflated state of the Nadaq, but, end of day, this wont scare off many Saudis,
Asians, Aussies etc etc etc, and we are quite nicely cushioned here on AQSE.
It said I think on Jan NAV holding we are down to £5m ish in ZP but I have no idea what it does - seemed a bit childish the promo page so there must be something in it unknown to us to warrant such a high investment. Redstone though could be worth a few million if the assets are credible
Any updates on Zee Prime ? Think we invested at least 7 million in that.
Looking forward to see Red stone token list !
£215m from raising £2.7m.
Pretty good track record, of meeting teams of early staged projects, and delivering a return on investment.
The things George and Keld go through, to deliver for us shareholders;
1. What’s the team like.
2. Has the project got any traction.
3. Is it in a sector KR1 believe in.
4. Do the innovators have a competitive advantage.
5. Look for founders that are community first, in an open source world it’s all about networks.
6. KR1 allocate early to get the network effect early, and help add people or expertise to their teams.
7. Expertise at avoiding the red flags.
8. Research new technology and outlier projects.
9. Manage the portfolio including rebalancing regularly, partial and complete exits.
Few 100x Polkadot, Nexus, Cosmos.
Love the fact this Venture Capital stock can be held in a tax free wrapper.
Would love to hear more from the masters at work.
https://www.realvision.com/shows/cryptoverse/videos/reading-the-soup-as-a-crypto-vc-firm-d50z?tab=details
Coinbase Adds Perpetual Futures for Polkadot
On February 16, Coinbase announced that it had introduced perpetual futures for Polkadot and two other coins. This groundbreaking move will enable traders to speculate on the future prices of DOT, ICP, and NEAR.
Besides, Polkadot experienced a turbulent start to 2024, riding DOT’s price fluctuations. However, Polkadot experienced a revival surrounding the positive sentiment of perpetual futures contracts. On February 16, DOT stood at $7.65. Following the announcement, DOT surged to $7.82 on February 18. This has represented a marginal 2.22% surge for DOT between the time frames. Moreover, DOT was trading above its 200-day simple MA.
Recent developments indicate a shifting dynamics for Polkadot. Technical indicators suggest a bounce back for Polkadot. Additionally, DOT’s Bollinger Band supports buyers’ market dominance, prompting a bullish outlook. Experts on Polkadot price prediction reveal that if Polkadot continues its upward momentum, DOT will open doors for $8.60 in the coming weeks.
Thank you Spooky
I will be honest - I am not too clued up as to what part of the launch results in tokens being tradeable on exchanges. Redstone seems to be getting some good reviews though.
Thanks for digging out link.
NtD
Https://twitter.com/redstone_defi/status/1759291712080601230?t=Uj1wwd16rFLNZixw8-_zVA&s=19
6pm CET not certain it's token launch they put something on twitter with that date and time
Spookyfish,
You mentioned Redstone token launch today 6pm (assume that is USA EST - I cant see any blurb about the launch - do you know if this is still scheduled for today?
Could be a big change over the weekend if so!
I agree, Cleanspark was the smart-money miner, but I missed it, and its run
too much for for me now. Mara always the peoples choice, but I prefer RIOT -
low debt and plans to top the X hash charts before long. Render another top
performing A1 coin, but again run too much for me. Akash might be interesting ?
I stake some Kusama and DOT - the high yield should keep them afloat, and
Gavin Wood at the helm should ensure a big move at some point.
You can buy clean spark through a broker like hargreaves lansdowne by setting up an account with them.
Https://www.nasdaq.com/market-activity/stocks/clsk
Or DAGB.L ETF
Sorry guys how do I buy clean spark - coinbase?
Yep. clean spark is my largest holding also helped by great profits since i bought at near to the lows 12 months ago. i am also in mara and wulf and a bit in argo. however i am also in kr1 which i like but clean spark is simply a beast. keep rockin and rollin.
Https://www.coingecko.com/en/categories/artificial-intelligence
fetch.ai smashing it out the park.
Looked through Kr1 holdings and am yet to find their AI related coin holdings, although have gone cross eyed looking.
https://cointracking.info/portfolio/kr1
Yes Dagenham, CLSK has been my largest individual BTC miner holding since October 2022. Argo held from 4.70 through the last cycle but got dizzy and cashed out just under 200.
I ranked it best in class, followed by WULF and IREN for post halving profitability due to Uranium and Hydro energy and data centre diversification respectively.
Always rated MARA and Fred, but generally did best on the higher Beta smaller names that don’t have a hope long term, but if you could them at RSI’s in the 20’s could make a quick trade, once an institutional investor increased their holdings.
Clean spark is the top dog.
Sold my MSTR recently as have it in my DAPP (DAGB.L) VanEk Uk listed digital assets ETF.
FET is doing so well, I wonder if these two have any AI cryptocurrency seed investments in the offing.
Microstrategy is definitely the best counterbalance I can think of
vs holding KR1. Bitcoin and Alts often move in different directions,
and at different speeds. I like MSTR more vs the bitcoin miners ,
after a lot of thought. At least Saylor has the experience of running
a very profitable company behind him - he used to do the software
for McD's amongst other notables. MSTR also has a who's who of top
institutional holders already. Along with KR1, this is where I'm going
to hang my hat for this bull run - a sort of David and Goliath set-up !
Hi Sinterklaase, yes, shorting the Q's is extremely risky, and usually ends in
tears, and i've also got a tiny Nvidia short in place. Need to be very small
positions initially, then add more if the avalanche is for real. I use a 24 hour
spread bet , which escalates the drama, but does mean i can stop the damage
anytime I like .
Https://www.nasdaq.com/articles/how-to-short-nasdaq-with-inverse-etfs-2021-03-04
Which one ☝️ do you prefer DRANKWELL?
One of the funds I follow have been short the Nasdaq for ages, they have huge conviction in the thesis, but their long only commodity funds have been saving them.