The Compounder's Almanac

Investing is about protecting capital first and compounding over decades
150%+ CAGR portfolio (Last 2.5Y)
12+ Years Equity Exp.
Technical + Fundamental Analysis

[The Compounder's Almanac @CompAlmanac]

1/15

"IF YOU'RE INTO COMPUTE, PIVOT TO CASH"

Disclaimer: This is not a doom thesis in the sense of "sell everything." I'm simply posting what I see in the charts. This may or may not play out. Take it as a reference point to stay patient and slowly DCA into your high-conviction names.

$NBIS $IREN $CRWV $CORZ $WULF $CIFR $CLSK
$WYFI $DGXX $KEEL $NUAI $SLNH $APLD $BTDR $HIVE $RIOT $MARA $GREE $SHAZ $BRUN

Everyone keeps asking "Is the datacenter/AI-infra correction over?"

The violent price-based capitulation is mostly done.

What's coming next is worse: Time-based capitulation. A slow, boring bleed that outlasts most people's patience.

A correction in a sector completes in 2 phases:

Phase 1:
Price-based capitulation = the crash.
Fast, violent, obvious in hindsight.

Phase 2:
Time-based capitulation = the slow bleed.
Sideways-to-lower, shrinking volume, nothing to screenshot. This is the phase that actually clears out the last of the weak hands.

WE'RE IN PHASE 2 NOW

Bigger names like $CRWV $NBIS may have already bottomed price-wise.
- Bigger, more institutional, structurally different from the rest of the group.
- Both names look like they're at or near a genuine bottom rather than mid-bleed.

$DGXX $KEEL $HIVE $CLSK $WYFI $SHAZ $BRUN etc. likely haven't.
- Still smaller, still mostly retail-driven, more prone to weak hands selling.

Here are some examples:

[The Compounder's Almanac @CompAlmanac]

@Anjy834u This is what's gonna happen next...

[The Compounder's Almanac @CompAlmanac]

(🥅,🥅)

$NET

[anjy834u (🥅,🥅) @Anjy834u]

Its upto you what you do with this information. $NET take over imminent.

[The Compounder's Almanac @CompAlmanac]

@simonrambles

[The Compounder's Almanac @CompAlmanac]

Whosoever went all-in on $NET…

Be prepared for the hardest question from your kids, while they cry sitting on your lap:

“Daddy, someone actually warned you about $NET.

Gave you an exact price action on chart.

Why did you still put our college tuition into it because some snake-oil salesmen on the internet told you to Stake, Chill and Believe?”

Next stop - Below $125.

(🥅,🥅)

More Soon.

[The Compounder's Almanac @CompAlmanac]

@corgil @vladtenev @NetNetCap Corgil, a genuine question for $NET

Have you even considered this scenario having non-zero probability of happening?

[The Compounder's Almanac @CompAlmanac]

@Gitster14 You must be new to this game.

Correlation of project updates with coin price is meaningless.

[The Compounder's Almanac @CompAlmanac]

@Anjy834u @mynt_josh @MCGlive Price doesn't lie you tool..

[The Compounder's Almanac @CompAlmanac]

$NET after @MCGlive today.

(🥅,🥅)

More soon.

[NetNet Capital @NetNetCap]

Shareholders,

Thursday 10/8 we will be back on MCG with our biggest update to date.

Can't wait to share more.

[The Compounder's Almanac @CompAlmanac]

@mynt_josh @MCGlive Nice early find. But unfortunately, we are going back there.

Will look into mcgsignal

[The Compounder's Almanac @CompAlmanac]

@Gitster14 @MCGlive Nothing but $NET

[The Compounder's Almanac @CompAlmanac]

@YoungestCooley My thoughts? Worse things can happen.

Some lessons aren't taught. They're paid for with precious capital.

[The Compounder's Almanac @CompAlmanac]

JUST IN :

AI Dunlap said buying $NET at a current price is the same as Cobie buying ETH bottom.

LFG!!!

[The Compounder's Almanac @CompAlmanac]

@thewestern_1 Target Price has always been $69.69

May change depending on market conditions.

NFA DYOR

[The Compounder's Almanac @CompAlmanac]

@nonfungiblegoon @MCGlive You have to appreciate the consistency.

[The Compounder's Almanac @CompAlmanac]

@hurds_hl hey look, another $NET bagholder

[The Compounder's Almanac @CompAlmanac]

@Mukeskumar25 Translation of your comment:

“I don’t have a counterargument, but I really wanted to say something.”

[The Compounder's Almanac @CompAlmanac]

$INDEX - Update

No crying in the market.

Be good.

[The Compounder's Almanac @CompAlmanac]

$INDEX

There you go.

2nd part of correction incoming.

[The Compounder's Almanac @CompAlmanac]

@Leerunrun I was, & I will, at the right time, in the right conditions.

Till then, just enjoy trash talks.

Me vs $NET

[The Compounder's Almanac @CompAlmanac]

@GreenMandMqq

[The Compounder's Almanac @CompAlmanac]

@GreenMandMqq Hi Green

[The Compounder's Almanac @CompAlmanac]

@6crypto_assets9 @MCGlive This you bud?

Your bio should say "Scammed once by Richard Heart" and now following Robinhood shillers to get scammed again...

What a tool !

[The Compounder's Almanac @CompAlmanac]

robinhood:0xca9c78dd337a67f6e0077f65f5e9218719d30edf

Soon you can get your precious net for below $250.