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Tony Carrera profile picture
Tony Carrera
@tonycarrera

I sell lights @ apogeehouse.com, an architectural lighting, fans, & controls distributor. Fan of financial markets, tech & BBQ. Always learning.

Using nostr to share what I have learned.

Nothing I say is financial or medical advice. Assume everything I say is wrong. Do your own research.

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Recent Notes

PABLOF7z · 51w
It is 😅😅
note1e97ew...
Tony Carrera profile picture
Tony Carrera @tonycarrera
Tell me about it haha!

I think you nailed it. To me what makes sense is main allocation to MSTR. If someone just held that as their BTCTC portfolio allocation I think long-term it’s fine.

If you want additional exposure you could add Metaplanet, after that it’s difficult. Smarter Web and Capital B could be a smaller third position.

TwentyOne I think will compete because of @jack mallers. Hard to know where to put them now though.

Other than these really hard to know. Management and experience is key with these.

The dark horses are SQNS, ASST, NAKA, and DDC. The rest are lottery tickets.

Did I miss one? I’m losing track.
Tony Carrera profile picture
Bitcoin treasury companies (BTCTCs) are deploying their capital to buy bitcoin in one of two ways.

Lump sum or DCA.

I would argue it’s better for a BTCTC to buy lump sum at their size (like Strategy $MSTR or Metaplanet $MTPLF).

Some other companies like Smarter Web $SWC $TSWCF prefer to DCA over the short-term, hoping to get a lower average price.

DCA works with smaller sums but eventually Bitcoin will run and shareholders will be affected by eventually buying at a higher price.

Picking up pennies in front of a steamroller.

Thoughts? Any interest in Bitcoin treasuries here on nostr? @HODL


1
HODL · 63w
Something about me is I pretty much hate obligatory fun. Concerts, weddings, music festivals, New Year’s Eve, clubbing, vacations, live sporting events. These all feel like things you’re expec...
 Tony Carrera profile picture
Tony Carrera @tonycarrera
Wow, I thought I was alone in feeling this way. I would add birthdays to the list.

I will say when I’m “forced” to go, I usually enjoy myself and I’m glad I did it.

Except clubbing, always hated it and couldn’t wait for it to be over. Mostly because it eventually ended with someone getting in an argument or fight. That and I was always cheap so spending $200+ on a $40 bottle of whatever we were drinking just to get a table (VIP) always hurt lol.
Dr. Jeff · 78w
I realize that 99.9% of people on #nostr hate anything and everything to do with technical analysis--as they should--but I am utterly in love with this #bitcoin chart and the magical lines that I drew...
 Tony Carrera profile picture
Tony Carrera @tonycarrera
Technical analysis guy over here! It’s just probabilities. Some TA folks go nuts with indicators. Not too different from the Bitcoin fundamental dudes looking at hash rates and other on-chain metrics.

It definitely works for me, even simple things like Fibonacci levels, support and resistance, volume profiles, gaps, and RSI/macd are more likely than not to provide good valuable insight. Just S/R can be enough honestly.


Liquidation heatmaps are nice too!
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Ben Justman🍷 · 79w
lots of comments on here and x and ig and the only thing that is a rival to this is the fact that he woke a lot of people up by being clearly incompetent. also, someone else looked deeper into this bill and found a ton of bs green washing environmental projects