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12:00
Apr 23
Apr 23
BTC
STRK
TSLA
NVDA
INTC
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Buy Bitcoin on dips, bottom in.
Jordi is actively buying Bitcoin on dips, believing a bottom is in place and the market has shifted back to buying dips after a painful correction. He views the recent price action as a recovery and is executing his long-standing strategy of buying Bitcoin during pullbacks.
BTC LONG
STRK will grow, MNAV turning up.
Taiki is super bullish on STRK (the stretch preferred stock of Strategy) because Michael Saylor's recent large Bitcoin purchases at low prices (60Ks and 70Ks) mark a turning point in the MSTR MNAV, which has been collapsing. He argues this is the first time Saylor has bought billions at a low MNAV (~1.1-1.2), which could re-introduce reflexivity to the upside and lead to a hated rally. Taiki sees STRK growing much larger than expected.
STRK LONG
Buy Tesla, Nvidia, Intel, Google.
Justin prefers traditional tech stocks over crypto because tech has outperformed Bitcoin from the bottom and offers safer upside. He has been actively buying Tesla, Nvidia, Intel, and Google (on Fidelity), viewing them as better risk-reward than crypto in the current bearish market environment.
TSLA LONG
NVDA LONG
INTC LONG
GOOGL LONG
ZRO is a Solana competitor undervalued.
Jordi views Layer Zero (ZRO) as a forward-looking bet at $1.60, arguing it is now a Solana competitor rather than just a messaging protocol. He cites the strong technical team (A16Z-backed), the FTX estate holding its tokens and refusing to sell at these prices (indicating higher expected value), and the upcoming mainnet launch (Q3/Q4) with major backers as reasons for upside.
ZRO LONG
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