Hello copiers and followers,
November came to an end now and it is the second month in a row that is finished in red. After several months of growth I am still happy about the year´s so far development.
We recently could see a deeper correction in crypto, followed by a slight recovery and now arrived an interesting point when looking at the Bitcoin chart. The correction ended right away around the 80k support zone and moved upside from there on. If the recovery impulsion stops from now to around 100k and dives again, this could become ugly when the mentioned support zone falls.
This probably would set in the crypto winter for this cycle; in my opinion nothing unusual regarding the timeframe of former crypto cycles although I would have expected a higher Bitcoin price for the start of a crypto winter.
As crypto still is a lot affected by how big tech develops, I guess all belongs (again) on how those stocks are going to behave, which also had a little correction and recovery, maybe preparing for the Santa rally now, who knows. Above all, this probably depends on how Nvidia is going to behave, the main player of AI and tech rally.
We recently had interesting and maybe also concerning news for Nvidias further performance as $META (Meta Platforms Inc) and $GOOG (Alphabet) are in serious talks about buying/using Googles (TPU-) chips instead of Nvidias GPUs for its data centers and making Google as a possible serious competitor that could scratch Nvidias pricing power and their future margins.
In addition to this, there is Michael Burry who is clearly positioning against $NVDA (NVIDIA Corporation) and drawing comparisons to Cisco during the dot-com bubble.
I just hope for everyone who heavily is invested here that everything is going well and no one seriously burns its hands if cracks in this AI fantasy show up and deepen.
With the start of December we also enter a phase, where a lot investors usually sell stocks, that didn´t run well, for the purpose of tax loss harvesting. So there might be some additional selling pressure on stocks that already were beaten down quite good.
For me, in general nothing really changed since my last post and it might be quite boring that nothing really happens in the portfolio, but I don´t really see that good investment chances. The only thing where I had my finger twitching and seriously thought about buying was $BTC at 80K, but I wasn´t completely convinced and rather wanted to wait. The current phase is kind of "foggy", in my opinion. It feels to me like many assets are overvalued for a while know, but the trigger still is missing which brings the whole market down again to reasonable prices.
Disclaimer: All mentioned is clearly no investment advice and only represents my personal opinion.
Greetings,
Christian... Show More
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Sat Jan 24 2026 06:38:48 GMT+0000 (Coordinated Universal Time)
