Name: These Stocks And Crypto Trades 'Burned' Our Portfolios | @BonnieBlockchain
Uploaded: 2025-03-25T21:07:53+00:00
Duration: 6242 s

Speakers

Bonnie Chan — Co-host, The Crypto Conversation

David Lin — Founder & Host, The David Lin Report / ex-Anchor, Kitco News

Summary

David Lin interviews Bonnie Chang of Bonnie Blockchain about their investing backgrounds, trading mistakes, and market views. Bonnie discusses her long-term holdings in TSMC and major crypto, her bad experience with meme coins, and her preference for buying stock dips for the long term. David shares his crypto holdings and his past options losses, and the two debate tariffs, recession risk, and whether the economy is as weak as markets project. The conversation also covers YouTube growth, content strategy, and their upcoming collaboration at Digital Asset Summit.

Bonnie Chang explains her background and why she started Bonnie Blockchain.
Bonnie says she holds TSMC long-term and has never sold it.
Bonnie holds Bitcoin, Ethereum, and Solana, avoids meme coins after losses, and buys stock dips for the long term.
David Lin holds Bitcoin, Ethereum, and Solana, does not trade them, and invests mainly in his own media company.
David describes losing money in options trading and recounts tariffs, recession risks, and Trump's negotiating tactics.
The two discuss active vs. passive investing, YouTube growth, audience engagement, and content strategy.
They announce a collaboration at Digital Asset Summit in New York in March.

Ideas

Bonnie Chan Co-host, The Crypto Conversation 20:19

Holds TSMC as long-term compounder.

Her first stock was TSMC; she bought it because she understood and liked the company and has held it without selling. She views it as owning a piece of the world's smartest people working on a product that benefits the world, and later says TSMC gave her a financial cushion.

David Lin Founder & Host, The David Lin Report / ex-Anchor, Kitco News 22:00

Holds BTC, ETH, SOL long-term.

He holds Bitcoin, Ethereum, and Solana bought years ago and has never sold them; he does not trade them and leaves them alone. He bought crypto to educate himself as a journalist and have skin in the game, and he remains indifferent to drawdowns.

Bonnie Chan Co-host, The Crypto Conversation 24:35

Core crypto holdings: BTC, ETH, SOL.

She holds Bitcoin, Ethereum, and Solana as her only crypto assets and does not trade them. After those, she invested in projects she did not understand and calls that a mistake, shifting toward less volatile holdings she does not need to watch daily.

Bonnie Chan Co-host, The Crypto Conversation 33:15

Buy stock dips for long term.

She is buying the dip in stocks, but frames it as continual long-term accumulation rather than short-term trading. She buys when prices are relatively lower and holds companies she believes in for around 10 years, ignoring short-term moves.

David Lin Founder & Host, The David Lin Report / ex-Anchor, Kitco News 34:20

Options trading burned his portfolio.

He used a bank line of credit to trade options, moved from covered calls into naked calls and puts, and lost everything. He concludes he is not a good trader and stopped trading options.

Bonnie Chan Co-host, The Crypto Conversation 38:03

Avoid meme coins after painful losses.

She traded meme coins for a year or two to understand what others were doing, but calls it one of her worst financial decisions. Many meme coins are extremely short-lived and volatile, so she pivoted toward less volatile assets.

These Stocks And Crypto Trades 'Burned' Our Portfolios | @BonnieBlockchain

Summary

Ideas

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