| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| BTC | ×1 | LONG | MED | $76116.20 | Crypto | I remain super bullish on crypto. Once Bitcoin breaks out of its current range, top 5-10 coins will reaccelerate. Tailwinds from regulation and institutionalization support this view. High-quality projects with real business models will outperform. | Apr 28 | YOUTUBE |