$Bank of America(BAC.US)
Interest rate cuts continue to inject liquidity, while balance sheet reduction raises long-term rates—this is positive for banks👍already priced in. Although I didn’t expect Warsh to take office when buying, this is a pleasant surprise.
Allocated 10% as a defensive position.
$BitMine Immersion Tech(BMNR.US)
$Strategy(MSTR.US)
$Robinhood(HOOD.US)
Still lost money on crypto stocks in 2025; crypto is already in a bear market—waiting for another entry opportunity. Also realized crypto stocks aren’t suitable for long-term holding.
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