#Bitcoin #pairtrading #Allocations #SOLKillers #FSD #TSLA #PYPL #SQ #MSTR
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DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions.
0:00 Introduction
01:29 Where to Ask Questions
01:50 Assuming BlackRock and other big players get into Bitcoin. How can that affect your Bitcoin Wealth Pyramid Chart? Assuming price goes up.
02:02 Bitcoin Wealth Pyramid Nov 21, 2022
02:48 Bitcoin Wealth Pyramid July 2023
03:26 Wholecoiners?
03:50 Working on Updated Wholecoiner Model
04:57 Case in Point - 2 Cohorts Denied 71,000 WC’ers in 3 Weeks
06:13 How to manage risky allocations… Would you choose between a 10% SOL weighting (Avg cost base of $50) vs. taking the present opportunity to stack a theoretical retirement level bag at a bigger position size circa 15%?
06:39 Sunk Cost Fallacy
07:33 Allocations Depends on Many Factors
09:51 You recently showed a 2030/32 anticipated price for TSLA doing an 11X vs MSTR doing a 22X. Would my dry powder be better placed with MSTR (despite slightly more risk) or should I just continue to increase my TSLA bag? I have the both the Layer Out and DCAS models but am trying to learn how to use them efficiently.
10:36 IA MSTR Price Predictions 2032
14:20 Liking your enthusiasm regarding Tesla FSD, what is your take on the competition from no other than George Hotz’ Comma.ai? It could hurt Tesla’s self driving value proposition to the level that the impact of FSD on the potential stock price is a lot lower.
14:44 Comma.AI
15:19 Comma vs FSD
16:41 100 Exaflops Required for Edge Cases
17:01 Cost by 2024 - $10BN for Chips Alone
18:04 Would be very interested to hear your thoughts on Paypal stock - undervalued? Looking to possibly cut losses and move positions.
18:35 SQ Outperforms Over Time
19:18 PYPL/SQ Pair Chart
20:05 Coming Soon
21:14 Just watched your interview with Raoul Pal… amazing by the way, but I’ve got to ask: is he right to have such large ETH bags with so little BTC?
22:30 Raoul Pal and his ETH Position
24:15 What are your thoughts on Phillip Anderson’s 18.6-Year Real Estate Cycle … in regards to the market?
25:04 Phillip Anderson's 18.6-Yr real estate cycle Theory
25:51 US Real Estate 25 Years
26:30 US Real Estate / M2
27:58 3 Rules of RE
28:10 Conclusion on the 18.6 Year Theory
28:42 What Drives RE Prices
29:55 Do you ever hold a short position, or are you always long and in cash?
30:06 I do it all
32:45 Could you lay out a few game plans conservative/aggressive to grow my BTC & ETH bag account this year, still 30% in deficit. The next Arb Cloud BTC for MSTR swap will come. Hesitating to swap some BTC or ETH for Tesla/MSFT/NVDA on these high levels and calm july/august ahead.
33:20 Arb Cloud You Can Increase Bag by 30% a Qtr
33:41 IADSS You Can Doulbe Your Bag Pair Trading
34:34 Could you name a couple of new IA tools that are in the pipeline for the IA Suite?
34:56 Tools Available on investanswers.io
35:42 Analytical Models the IA Team Uses
36:24 IA Dashboards the IA Team Uses
37:05 IA ROADMAP CAVEAT
37:40 What’s On Our RoadMap
40:09 My Grand Vision
41:13 If SOL is the ETH killer, do you see any other coin being the SOL killer in the future? What are the biggest weaknesses of SOL that may cause its downfall?
41:52 Solana Killers Video
42:04 SOL Killers Scored
43:22 Could These Be ETH or SOL Killers?
44:22 I know you’re a fan of F1, as well as electric cars. How do you see ICE manufacturers in F1 adapting to the electrification of everything? Can F1 keep up, adapt and go fully electric? Do you think Tesla might join F1 eventually?
44:41 Will F1 go All Electric
45:49 Cars and Bikes Already Are Already
47:01 Helping Animals
👋 JOIN THE FAMILY: http://www.patreon.com/investanswers
📈 IA MODELS: http://www.investanswers.io
📬 IA NEWSLETTER: https://investanswers.substack.com
DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions.
0:00 Introduction
01:29 Where to Ask Questions
01:50 Assuming BlackRock and other big players get into Bitcoin. How can that affect your Bitcoin Wealth Pyramid Chart? Assuming price goes up.
02:02 Bitcoin Wealth Pyramid Nov 21, 2022
02:48 Bitcoin Wealth Pyramid July 2023
03:26 Wholecoiners?
03:50 Working on Updated Wholecoiner Model
04:57 Case in Point - 2 Cohorts Denied 71,000 WC’ers in 3 Weeks
06:13 How to manage risky allocations… Would you choose between a 10% SOL weighting (Avg cost base of $50) vs. taking the present opportunity to stack a theoretical retirement level bag at a bigger position size circa 15%?
06:39 Sunk Cost Fallacy
07:33 Allocations Depends on Many Factors
09:51 You recently showed a 2030/32 anticipated price for TSLA doing an 11X vs MSTR doing a 22X. Would my dry powder be better placed with MSTR (despite slightly more risk) or should I just continue to increase my TSLA bag? I have the both the Layer Out and DCAS models but am trying to learn how to use them efficiently.
10:36 IA MSTR Price Predictions 2032
14:20 Liking your enthusiasm regarding Tesla FSD, what is your take on the competition from no other than George Hotz’ Comma.ai? It could hurt Tesla’s self driving value proposition to the level that the impact of FSD on the potential stock price is a lot lower.
14:44 Comma.AI
15:19 Comma vs FSD
16:41 100 Exaflops Required for Edge Cases
17:01 Cost by 2024 - $10BN for Chips Alone
18:04 Would be very interested to hear your thoughts on Paypal stock - undervalued? Looking to possibly cut losses and move positions.
18:35 SQ Outperforms Over Time
19:18 PYPL/SQ Pair Chart
20:05 Coming Soon
21:14 Just watched your interview with Raoul Pal… amazing by the way, but I’ve got to ask: is he right to have such large ETH bags with so little BTC?
22:30 Raoul Pal and his ETH Position
24:15 What are your thoughts on Phillip Anderson’s 18.6-Year Real Estate Cycle … in regards to the market?
25:04 Phillip Anderson's 18.6-Yr real estate cycle Theory
25:51 US Real Estate 25 Years
26:30 US Real Estate / M2
27:58 3 Rules of RE
28:10 Conclusion on the 18.6 Year Theory
28:42 What Drives RE Prices
29:55 Do you ever hold a short position, or are you always long and in cash?
30:06 I do it all
32:45 Could you lay out a few game plans conservative/aggressive to grow my BTC & ETH bag account this year, still 30% in deficit. The next Arb Cloud BTC for MSTR swap will come. Hesitating to swap some BTC or ETH for Tesla/MSFT/NVDA on these high levels and calm july/august ahead.
33:20 Arb Cloud You Can Increase Bag by 30% a Qtr
33:41 IADSS You Can Doulbe Your Bag Pair Trading
34:34 Could you name a couple of new IA tools that are in the pipeline for the IA Suite?
34:56 Tools Available on investanswers.io
35:42 Analytical Models the IA Team Uses
36:24 IA Dashboards the IA Team Uses
37:05 IA ROADMAP CAVEAT
37:40 What’s On Our RoadMap
40:09 My Grand Vision
41:13 If SOL is the ETH killer, do you see any other coin being the SOL killer in the future? What are the biggest weaknesses of SOL that may cause its downfall?
41:52 Solana Killers Video
42:04 SOL Killers Scored
43:22 Could These Be ETH or SOL Killers?
44:22 I know you’re a fan of F1, as well as electric cars. How do you see ICE manufacturers in F1 adapting to the electrification of everything? Can F1 keep up, adapt and go fully electric? Do you think Tesla might join F1 eventually?
44:41 Will F1 go All Electric
45:49 Cars and Bikes Already Are Already
47:01 Helping Animals
