Micro02MacrO

Macro Economist - Self-made multimillionaire - Formerly Retired at 42 - Always trying to find companies and investments that are solving tomorrows problems

[Micro2Macr0 @Micro2Macr0]

My yearly performance over the last 5+ years.

Portfolio Balance = $5.691 million <-- Up about $610,000 in a week.

The biggest shift in the portfolio was as follows:

- This last week I sold a large chunk of $MTPLF to added to potentially higher multiple opportunities.
- That said, I also wanted to accumulate more cash for our new home. Currently sitting on over $500k.
- Other shifts in the portfolio were do to large increases in the value of $MARA, $SBET, and $CLSK, which increased their portfolio size by quite a bit.
- New additions to the portfolio are as follows, $SQNS, which went up over 100% in 2 days. $GAME a really low cap ETH Treasury play. $BMNR - Entered this one a little early so I exited to add to my cash position, since the potential for $35 still seems high. UPXI - A $SOL Strategy, DFDV - Another SOL Strategy.

Thoughts for this next week?

We’re at the start of the harvest season. It’s a time to start SLOWLY enjoying years of work as they come to fruition. At this part of the cycle, we harvest slowly, but as the season comes to an end, we have to be more aggressive.

Make sure you’re subscribed to stay up to date with my thoughts so you don't miss the signs of the end and make a return trip.

Hope everyone has a GREAT rest of your weekend!

Portfolio Allocation - Current

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[Micro2Macr0 @Micro2Macr0]

@jkirb71 @fundstrat Not remotely. EVERYTHING is more bullish than I could have ever dreamed. It's like the stars saw my wildest dreams and aligned to form them. &lt;-- Increase the odds that we're in the matrix. :)

[Micro2Macr0 @Micro2Macr0]

MASSIVE liquidity injections coming out of #China.

These will NOT slowdown because they can't.

[Walter Eugene @braveheartbrake]

$MTPLF look at the historical mNav, see where we are, and understand how RARE of entrypoint this is currently.

[Climb That Ladder @ActuallyClimber]

My first ever post on MSTR a month after full porting $250k into OOM call options when stock price was super low ($13) and IV was also very low. 0 likes lol. Short interest isn’t the meat and potatoes, merely a side dish cluing you in to possible asymmetry and rocket fuel. Right now, Citigroup Global is offsides after shorting around 15 million shares of Metaplanet $MTPLF late April when the stock was $3 or less while many of us began buying. I’ve got my popcorn ready. 🍿

[Micro2Macr0 @Micro2Macr0]

This will be absolute rocket 🚀 fuel ⛽!!!

[BitcoinTreasuries.NET @BTCtreasuries]

JUST IN: Board of Canadian Public Company Matador Technologies approved plans to buy 6000 #Bitcoin by 2027

🔸 Bitcoin 100 Ranking: 80🔸

[Bitcoin Archive @BitcoinArchive]

$91 BILLION Bitcoin is now held by 125 public companies 🔥

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President Trump drafts letter to fire Federal Reserve Chair Jerome Powell, NYT reports.

[H100 @H100Group]

H100 Group has purchased an additional 75.53 BTC at an average price of SEK 1,142,038 per BTC.

Total BTC holdings: 370 BTC

[zerohedge @zerohedge]

Consumers not paying for tariffs (CPI below estimates month after month), and corp margins starting to expand: foreigners eating all tariffs costs

[Micro2Macr0 @Micro2Macr0]

@TuftedPuffs The only place I trade.

Otherwise it's buy and hold for a year +

[Micro2Macr0 @Micro2Macr0]

This one account was only $300,000 two weeks ago. 🤣

Thanks, $SBET!

[Micro2Macr0 @Micro2Macr0]

🫶 ❤️

[Vivek Sen @Vivek4real_]

🇺🇸 SENATOR SCOTT JUST CONFIRMED LIVE ON FOX THAT GENIUS BILL DOES NOT ALLOW CBDC’S CREATION

THIS IS GREAT!!!

[amit @amitisinvesting]

JUST NOW: A White House official says President Trump is likely going to fire Fed Chair Powell soon.

The reasons a Fed Chair can be fired, legally, are “for cause” which include:

- Gross misconduct
- Failure to perform duties
- Breach of ethical obligations

Oh boy.

[Andreas Steno Larsen @AndreasSteno]

Position accordingly - the greatest USD debasement trade in modern history may be in the making

[Micro2Macr0 @Micro2Macr0]

It can and will.

[Bitcoin.com News @BitcoinNews]

🔥 Strategy, the largest #Bitcoin Treasury Company, announces Q2 earnings release, LIVE on July 31.

[Micro2Macr0 @Micro2Macr0]

@braveheartbrake Smart thinking. I usually start with a starter pack on anything I'm interested in, until I feel like I know it. Then I start to add more when technicals look good, or fundamentals are improving.

Positioning and timing are ALWAYS the hardest parts.