Dear Ladies and Gents,
Another solid month so far — our portfolio is up about 9% and year-to-date we’re already sitting on 48%, which means we’ve matched all of last year’s return before September even begins. Not bad at all.
As most of you know, I’m very aggressively positioned in $HUT (Hut 8 Mining Corp) and the timing couldn’t be better. The company just announced a major expansion in the U.S. that will more than double its power capacity, and the stock has been reacting strongly to the news. Always nice when conviction lines up with fundamentals.
Markets remain unpredictable (as always), but our strategy continues to deliver. Thanks again for following along.
$BTC$NSDQ100$GER40
Saludos,
Juan... Show More
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