Summary of InvestAnswer's Posts 14-15 Jan 2024 (Patreon)

Summary of InvestAnswer's Posts  = thanks Josh

Date: 14 January 2023  - 15 January 2024 📈 

Solana SOL Dexes:

IA exhibits a profound interest in SOL dexes, drawing from his background in traditional finance. His investment philosophy centers on comprehending the assets he engages with, and SOL dexes astound him with their innovative approach.

Sol Alts:

When IA acquires a SOL Alt, he opts for Coinbase, executes a transfer to Phantom, and subsequently engages in Swapping SOL for SOLALTS on JUP.

SHDW:

The 4HR bounce of SHDW aligns seamlessly with IADSS, capturing IA's attention promptly.

Korea:

In comparison to the U.S., Korea demonstrates a more substantial involvement in alternative investments.

Bitcoin Vanguard:

Vanguard's limitations on clients' ability to purchase BTC ETFs and proxies have prompted a mass exodus of high net worth clients to Fidelity. Fidelity's assets under management have surged by hundreds of millions, if not billions, as a result.

Rental Income:

Since 2017, IA has strategically utilized a portion his rental income to bolster his BTC portfolio. 

Tesla Pair Trade:

IA expresses hesitancy in actively swapping between Tesla and crypto unless such transitions are tax-free. While IA anticipates Tesla's eventual surge, the timing remains uncertain.

Market Share:

IA observes considerable growth potential for Tesla in the U.S. market.

Optimus Bot:

Tesla vigorously pursues its Bot project, evident from recent job listings emphasizing urgency in manufacturing and assembly.

Investment:

IA recounts his 2017 investment in Tesla, initially not making any returns for three years. His patience ultimately yielded millions, emphasizing the importance of perseverance.

Solana JUP Token Release:

IA divulges insights into the impending launch of the JUP token, emphasizing Jupiter's broader vision beyond token distribution. Their goal is to act as a catalyst in the decentralized metaverse, promoting the integration of cryptocurrencies into daily life.

ETH Chains vs. SOL Chains:

IA currently posits that Ethereum (ETH) chains will gradually decline, while Solana (SOL) chains will endure. The ETH user experience is both slow and painful - not to mention costly. 

⁠Solana Mobile's Second Smartphone:

Solana Mobile is set to launch a second smartphone, retaining basic features from the first generation but at a lower price and with different hardware.

Fundstrat's Price Prediction:

Fundstrat's private client webinar unveils a price prediction for Solana, anticipating a range of $500-$600.

BTC Cycle History:

IA takes a panoramic view of the broader BTC cycle, reassuring short-term confidence amidst ETF considerations. The prevailing sentiment is one of excitement.

ETFs and Net Inflows:

IA underscores the significance of net inflows for the ETF, emphasizing their strength.

Bitcoin Trend Shift:

The 2-hour trend for Bitcoin is showing signs of a turnaround.

Tesla Elon Musk and Mainstream Media:

IA sheds light on Elon Musk's unpopularity with mainstream media, attributing it to X's impact on traditional media. Data shared indicates a decline in mainstream media visitors and a rise in X's traffic.

AI Story and Musk's Ownership:

Dan Ives underscores the underappreciated AI story at Tesla, anticipating positive resolution regarding Musk's comments on future AI projects. IA sees Musk's desire for increased control as a positive sign, potentially hinting at significant breakthroughs.

Tesla's Spin Out Possibility:

IA discusses the potential spin-out of Tesla shares, a less than 5% probability, highlighting the potential benefits for existing shareholders. Elons shareholding is near 22% now when u take into account current stock options, adding 3% is a nothing burger. It is not for greed, but rather to make sure the AI and Bots do not get into the wrong hands. 

Trading and Investing:

Outlook for 2024:

Despite a sluggish start in 2024, IA expresses optimism for improvement. A Discord member applauds IA's talent and generosity in sharing research.

Critique of MSFT:

In a surprising turn of events, despite being the largest company, Microsoft faces challenges from IA in various aspects. For instance, in the search engine market, where Microsoft's performance has been less than stellar. Despite their massive market cap, they seem to be weak or mediocre in many areas.