IA Game Plan July 19th, 2022 (Patreon)

Hi Team

Quick update from my side (NONE OF THIS IS FINANCIAL ADVICE. I SHARE WHAT I DO ONLY. PLS DYOR AND MAKE YOUR OWN DECISIONS)

• As you know, my portfolio is in thirds - my TSLA and BTC are equivalent exactly.  I will be adding more BTC and more TSLA (hopefully, there is one more dip otherwise, if the trend continues, I will bite the bullet and deploy.
• I've been testing some new trading methods, and all going well. Will share more soon. 
• I deployed 1/6th of my cash yesterday on SOL.  Felt at $39 and change it was going to run. It did. The fact that it is trading at 1/13th the MC of ETH and under ADA's market cap just defies logic IMHO. It may dip below $39 again and if so I see that as an oppty.  In fact I am hoping for a dip. But market is looking real bullish right now despite the macro. Too much money on the sidelines. 
• After scalping for a while, I decided yesterday to start building up my HODL Bags.  This means I have 80%-90% in bags that I do not touch - ever - or until my thesis changes.  That is BTC, TESLA, GOOG, ETH, SOL. 
• I am not buying ETH but swapping it for SOL at ripe pair moments.  
• I have 10-20% that is a trading bag (AMZN, MSTR, SQ, SHOP, SOL:ETH pairs as well as BTC:TESLA pairs). 
• I am most optimistic about pair trading - you do not need markets to moon to make money with pairs. More on this also later. 
• Finally, I hold zero altcoins other than SOL and ETH and my goal is to get to equal weights.... yesterdays investment in SOL moved the needle a lot.  My biggest SOL buy ever. For SOL to be fairly valued based on our models and where ETH is at SOL should be trading at at least $108.  NFA of course.