IA Daily Digest 22-23rd Feb 2024 (Patreon)

Summary of InvestAnswer's Posts. - thanks Josh 

Date: 22 February 2024  - 23 February 2024 📈

Trading and Investing:

MSTR Trade:

IA compares trading MSTR using the Arb Cloud model with IADSSS - InvestAnswer’s Decision Support System.  Choosing between the Arb Cloud and IADSS models depends on your trading strategy's focus—whether it's capitalizing on arbitrage opportunities between Bitcoin and its proxies or seeking broader trading signals across various assets.

MSTR Arb:

IA shares a screenshot detailing the approach to sniping MSTR using the arb model.  PS you can also now trade between MSTR and IBIT or any BTC ETF - hard to believe this hit $1008 today

Real Estate:

If presented the opportunity to liquidate all of his Real estate and flip it into BTC immediately, IA would take this opportunity.

Portfolio:

IA notes the adverse impact on his portfolio due to the performance of MSTR SOL and CLSK.  Only thing that has not popped is TSLA ... so far. 

FSD12:

Shares insights suggesting that Tesla is on the verge of a significant breakthrough in FSD12.

Monopoly:

Discusses industry data indicating Tesla's trajectory towards a monopoly in the automotive sector, citing examples of struggling competitors like Ford, Lucid, and Rivian.

Nosana:

NOS has become a dominant asset in IA’s SOLALT portfolio, surpassing his ETH bags in value.

Solana:

IA highlights SOL’s growing daily revenue, now equivalent to 8% of ETH’s revenue, showcasing the economic viability of SOL's thesis.

⁠Crypto:

Render: Render has surged by over 300% in the past few months.

⁠solana-alts⁠

Staking: Initially skeptical of staking and yields in the last cycle, IA now expresses increased confidence in SOL staking for this cycle.  He is pivoting much more towards new SOL tokens that offer generous rewards and profit sharing eg JUP FLUXB NOS PYTH WHALES 

JOB Numbers

US Non farm payrolls are tanking real hard.  This is not a good omen considering the AI revolution.  AI hopes the Fed see this data. 

Tesla are launching a new roadster which will be faster than any other car in the history of the world and good luck to Ferrari and Lamborghini and Porsche. There's no doubt in my mind there will be another seven year waiting list for this vehicle, but the down payment is pretty high and this car will be pretty incredible with a note to 60 time of under one second FAR FASTER than a Formula One car