… I just read the Friday File, which answers my question.[...]

I am unconvinced that many major companies will sign up for C3. There are dozens of lower-priced alternatives. Some of these already have a strong footprint in Global 2000 companies. More startups and early-stagers are competing to win clients. Add to this[...]

I’d like to hear people’s thoughts on the latest video, what the top 6 might be and what our top 6 should be.[...]

I am long CLSK. I have high conviction about them, so it’s a meaningful part of my portfolio and I will hold long term.[...]

My immediate reaction is … if I was to risk investing in unproven technology, I’d really prefer to invest in an early-stage crypto asset. Both are risky and I’d carefully do my research. Feels like one might be 10x if it works and the other could [...]

A strong contender for most stupid and irresponsible headline Award of 2021. I'll nominate it now and see if anything more ridiculous appears this year.[...]

Another interesting play on this space is the BCHS ETF. I think it’s listed in London UK.[...]

That is a good idea[...]

Thanks Travis. Fascinating insights. The “top 10” of ARKF seems strong to me, whereas the BCLN “top 10” seems to include some strong candidates for “could be eaten by software” using Cathie Wood’s approach/thinking. I plan to add to ARKF, [...]

Travis, you mentioned the ballpark 3% figure for your portfolio in crypto-related investments. I am now "accidentally" up to about 20%. I invested about 2% directly into cryptos (btc, eth, altcoins) and another 2% into crypto-related shares (mstr, mara, h[...]

Algorand is producing a healthy 6% yield on Coinbase as well as having a good story and good potential. Other "Tradable" on Coinbase options that I think are worth consideration are: ENJIN, MANA, SNX and MATIC. Maybe also COMPUND, TEZOS and AAVE. I've he[...]

Sorry Gusman, at this stage I've bought COMP and BADGER because I'm limiting myself to Binance and Coinbase. I have not bought the other 4 yet. I will keep looking and learning. If I get comfortable with other exchanges (maybe uniswap or 1inch) then at th[...]

Good question. I had a good look at RIOT. I decided that revenues seemed very low for a company with a $4 billion market cap. I felt more comfortable with MSTR, Argo (UK listed), Marathon and Digital.There are 2 points I'd make about this: 1. You can't[...]

thanks - very useful to know[...]

I think this discussion thread has been more valuable and helpful than many of the paid subscriptions out there (except for stockgumshoe). Reading the Friday File each week helps me stay calm and rational.With the help of Garybo14 and others, we've mana[...]

Makes sense. I’m new to Palm beach newsletter (the $49 subscription) so wasn’t aware of earlier recommendations. I think enj, mana and chz are still early days and have a lot of potential. I will hold for 100x from now.[...]

I watched Bitboy for the first time yesterday. His top picks (theta, egld, snx, solana, eth) make more sense to me. I hadn’t thought much about sol before, but was impressed when I looked at it more closely.[...]

I believe you. Thanks for sharing the 6. I wasn’t overexcited by them at first glance, but I will nibble ([...]

Thank you. I’ll take a closer look again.[...]

I had problems a few months ago. They suddenly said I needed to RE-verify my ID again. Their support was useless - kept emailing incorrect information and instructions to me. It took 2 months to fix. I now only leave only a very small amount on Coinbase. [...]