Jared Osteen

Seminoles, Nascar, Libertarian

[Don Durrett - goldstockdata.com @DonDurrett]

The crypto/Bitcoin bears are out in force (I'm sure this post will get pilloried).

I'm a hodler. I normally only buy on big dips. My last purchase was Solana under $10 in 2022.

I plan to buy this dip to the bottom (three Alts). I'll begin once Bitcoin drops below $60K. I expect either $58K, $50K or $42K to hold.

For those who think crypto (Alts) is dead and Bitcoin is going to zero (and has no value), you are betting against game theory.

I break crypto into two buckets: the Alts and Bitcoin. Basically, there is Bitcoin and everything else. Bitcoin is a unique animal that has nothing in common with the Alts.

Crypto (Alts) and Bitcoin fill a void, and both offer use cases that make sense. You may not see value in those use cases, but they exist.

Crypto (Alts) has an array of use cases, such as stablecoins, DeFi, and tokenization of RWAs. Those use cases are not going to die. In fact, they are expanding at a rapid pace, such as the NASDAQ tokenizing equities.

Bitcoin has three credible use cases. 1) Hodling. 2) Collateral, 3) Transactions.

I think the potential of utilizing Bitcoin as collateral is highly underestimated. For instance, stablecoins have to be backed by something. Many of them will utilize Bitcoin for this function.

I doubt that Bitcoin will die anytime soon. My target is $500K to $1M by 2030. 🧐

[Jared Osteen @Jared8510]

@AccesswireNews @GSilver_co Great quarter gang!!

[Jared Osteen @Jared8510]

@adamtaggart Ouch! Appreciate what you do.. from a loyal Thoughtful Money listener

[Jared Osteen @Jared8510]

@DavidBCollum @JC_PRTZN That’s still pretty darn good considering

[Jared Osteen @Jared8510]

@tommycarver @PeterSchiff @AlexesNakamoto I get your point. I like both gold a lot more so but owning Strategy stock is not the same as owning bitcoin. You have none of the utility yet the risk. The point stands when you have cash flow to pay debt it’s different than having debt based on price appreciation alone

[Jared Osteen @Jared8510]

@TheSports_Shift Larry Bird not easily but yes has to be done. LeBron or Karl Malone?

[Jared Osteen @Jared8510]

@uscfan981 Favre or Marino better arm? That’s the question

[SilverTrade @silvertrade]

🔥Billionaire Eric Sprott Put 98% of His $3 Billion Fortune into Gold & Silver - & He's MORE BULLISH THAN EVER⚠️

👀Forbes in DISBELIEF as the Legendary Mr. Silver informs them he is still ALL IN on Gold & Silver!

😂Sprott told Forbes He "Wasn't Impressed" With Silver Hitting $120/oz in January-
⚡️Sees Silver Ultimately Heading to $200-$300 & Gold to $10,000!
https://t.co/4l9POem40Q

[Jared Osteen @Jared8510]

@OleTimeHardball I take Randy Moss

[Jeffrey Currie 🆔++ @CommodMkt]

This is the Revenge of the Old Economy in real time.

A super cycle already underway before Hormuz closed.
Brent will break out. The security premium is not transitory.

Three drivers. Not fading. Intensifying.

Deglobalization. Electrification. Redistribution.

All three turbo-charged versus our 2020 super cycle call.

We are still in the bottom of the first inning. None of the imbalances have been resolved. They grow by the day.

Own the grains/softs. Own the metals. Own the molecules.

Remember, you cannot print molecules https://t.co/XQpR4p4HPL.

10/10

[Jared Osteen @Jared8510]

@Mark_IKN Not what I would have liked but recent Interview this month CEO says they have nearly $30 million in cash. Year end they had $40 million then spent most of that on Bolanitos.

[Jared Osteen @Jared8510]

@adamtaggart Got a little ways to go before I meet the first threshold lol

[Jared Osteen @Jared8510]

@Jacobtheclipper He’s old was much better 15 years ago

[Jared Osteen @Jared8510]

@Saffron_Sniper1 Don’t do it.

[Jared Osteen @Jared8510]

@uscfan981 No. No sir he’s not. He was damn fun to watch. Remember watching him in the Pirates era. He could steal bases and hit Bombs!

[Don Durrett - goldstockdata.com @DonDurrett]

Know why you own gold/silver miners. Don't think like an investor who is trying to steadily make money Qtr after Qtr, Year after Year. 

Think about the prize. Be patient. Wait for everything to align. 

The key is to prepare for the outcome and not to aggressively try to create your own. That is the mentality of an investor or a trader. 

Most of us are not investors or traders. We are speculators trying to maximize our returns of THIS gold/silver bull market. 

Again, know why you own gold/silver miners. 

Most of us own them because we know in our gut that gold and silver are going a lot higher, and this is an incredible opportunity not to squander. 

So, how do we not squander it? Here are a few rules:

1) Avoid exploration stocks (or keep your allocation low).

2) Do not focus on the near term (the next 12 months).

3) Own quality with big alpha (the best quality are producers). 

4) Allocate according to risk. Higher risk, less allocation. 

5) Stay diversified. Do not over-allocate. 

6) Don't try to pick winners. 

7) Do not under-allocate to your favorite stocks. 

8) Prepare for dips, and buy them. 

9) Do not sell early. Let most of your winners ride. 

10) Do not chase. You make your money when you buy, not when you sell.

[Jared Osteen @Jared8510]

@heaveniscallin1 @OleTimeHardball I agree. He was really good had some great great years… but not a legend.

[Jared Osteen @Jared8510]

@kenmcelroy What if the market gets worse?

[Jared Osteen @Jared8510]

@adamtaggart What is the objective of a blockade? Is war not politics but via other means? In that arena it’s fair game. It’s a reaction more importantly and asymmetrical. It was known in advance this would happen. Saying they shouldn’t do that because it’s not fair isn’t good enough.

[Jared Osteen @Jared8510]

@IvanJaros @ThiedeInvests I heard differently. Doing away with silver equivalent as the GSR has changed so much that looks skewed to the downside. Equalized with bolanitos plus 10% from existing should be at at mid 4 million per ounce equivalent run rate. Potential is higher based on what endeavor did