| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| ADA | ×1 | LONG | HIGH | $0.25 | Crypto | Cardano is a tier-one blockchain uniquely positioned for real-world asset tokenization, audited financial reporting, and TradFi integration due to its UTXO architecture, governance, and identity standards like Vlei. Gregaard explicitly advocates buying ADA regularly to dollar-cost average and push adoption, highlighting its listing on CME and use in Swiss supermarkets. | Apr 26 | YOUTUBE | |
| BTC | ×1 | LONG | HIGH | $78063.00 | Crypto | Bitcoin is a proven store of value and the Cardano ecosystem enables Bitcoin holders to use their BTC as collateral without leaving the Bitcoin blockchain, via babble fees and Fluid token. Gregaard recommends buying Bitcoin at the start of each month and spending it during the month to drive adoption and dollar-cost average. | Apr 26 | YOUTUBE |