When investing, consider both momentum investing (buying assets with strong upward trends like AI stocks) and value investing (buying assets at attractive prices with long-term potential like Bitcoin). The video suggests that while hot IPOs like SpaceX may be overvalued and subject to 50% corrections, companies like SpaceX are strategically holding 6% of their treasury in Bitcoin (18,000 BTC) as a hedge against dollar debasement and inflation, making it a compelling value investment opportunity.
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Don’t buy SpaceX, buy this instead.
Added:Don't buy SpaceX. Buy this instead. And I'm not a financial adviser. I cannot see the future. But just listen. Don't buy SpaceX. Buy this instead. Because there's momentum investing and then there's value investing. And ideally, ideally, you can do a bit of both. But AI trade, the AI trade right now is is momentum investing. There's a there's not anybody there's no investor on this earth I'm talking the whole globe that does not understand that one of the only markets that have been doing consistently well in the last few years is the United States AI and techreated AI market. It's momentum. It's going up on momentum. There's real value there.
And I I do think Nvidia is going to be much bigger five years from now. SpaceX very bullish on it's going to be much bigger five years from now. But because this was the biggest moment, one of the hottest IPOs, the market needs to digest. So don't buy SpaceX, buy this instead. Buy what SpaceX is buying. And you'll notice this, SpaceX holds 6% of its corporate treasury in Bitcoin. They own over 18,000 Bitcoin. Also, this the one-year average draw down and median draw down of any hot IPO. I'm talking Coinbase, Palunteer, Snowflake, Door Dash, Dropbox, Shopify, Facebook, Twitter, they were all down 50% into a year. They had 50% dips a year after because the market has to digest uh this huge valuation. So, SpaceX holds 18,000 Bitcoin. is around 6% of the corporate treasury. Why is that? Because they're worried about the debasement of the dollar. They want to carry their purchasing power, the purchasing power of their money. They want to carry it over time. They understand if they keep that in US dollars, it's going to be eroded away. It's going to be nothing. So, they're using Bitcoin as that hedge against inflation. Bitcoin right now is down 60%, maybe 50% from its all-time high. If you want to keep going with the momentum trade, go crazy with Nvidia. Go crazy with SpaceX. I think you should have two buckets. At least I'm just talking for me. This is what I do. Have the value investing bucket. Bitcoin's that value level right now. Follow for more.
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