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Hey Nerds: Blockchain

My wife doesn't know this yet, but I moved most of the kids' college fund into $MSOS. I'm thinking there will probably be an uplisting before she finds out so that way she won't have a chance to be mad. Worst case scenario: if there's no uplisting, then it's not really a world worth living in anyway, so it's a win-win. #MSOGang #LFGrow
 
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That is the cash collateral account for the swaps that the ETF is forced to do in order to list on the Nasdaq. It is basically a holding account that accrues interest while it secures collateral for the swaps used in order to be able to include US MSOs in the ETF. I wouldn't read into it.
 
Keep an eye on weed in the next month or so. I think ol' Chuckie has a backdoor plan to get something through the NDAA. if it fails, more weakness and buying opportunities heading into Q1 or Q2 next year. But something is gonna get passed with SAFE as the base case. Love the disastrous sentiment right now. One piece of news wipes out the last six months in a week.

Tldr: you don't make the big bucks buying during the euphoric stage of the cycle. This is when dreams are made. Being patient is what makes it hard. There's a lot going for these corporations tho. Fundamentals and nearly guaranteed SAFE banking in the coming months. Means a tsx uplist and potentially updated FinCEN guidance to allow an uplist on US exchanges too. Potentially. I'd still say that's not too likely but ya never know.
 
I've went deep into Stelco (STLC), for the short term. Hoping that I can turn some gains into some long term weed holdings.

Was thinking of going ~40% MSOS, 60% others. Just not sure what a good mix of others would look like. Any thoughts on what a balance weed portfolio would look like?
 
Tier 1: green thumb, trulieve, Verano, Cresco, Curaleaf

Best value of the bunch: Verano. By a lot. Recently went public, shares are unlocking and investors just don't know them as well. This weakness is a gift. Horrible chart. The worst of them all. But they're monsters.

Most revenue: trulieve or Curaleaf (of those two trulieve is probably a better value play. Cheap cheap cheap, with some integration risk after closing a major deal recently)

Name the market likes the most: green thumb (monsters operationally... They do things right)


Tier 2: Columbia care, terrascend, Ayr

Oh those three I prefer Ayr and maybe Columbia Care. Very cheap these days but you'll never get them at the multiples of the leaders. Some execution risk with them but they're on a good path.


Edit: and for the record I still think it's more likely something gets done early to mid next year. But there is a nonzero chance they sneak something interesting in the NDAA. They are trying.
 
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fergy57 said:
I've went deep into Stelco (STLC), for the short term. Hoping that I can turn some gains into some long term weed holdings.

Was thinking of going ~40% MSOS, 60% others. Just not sure what a good mix of others would look like. Any thoughts on what a balance weed portfolio would look like?
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Yes, 0% MSOS and 0% others, and you will have achieved the perfect balance.
 
Preston said:
Tier 1: green thumb, trulieve, Verano, Cresco, Curaleaf

Best value of the bunch: Verano. By a lot. Recently went public, shares are unlocking and investors just don't know them as well. This weakness is a gift. Horrible chart. The worst of them all. But they're monsters.

Most revenue: trulieve or Curaleaf (of those two trulieve is probably a better value play. Cheap cheap cheap, with some integration risk after closing a major deal recently)

Name the market likes the most: green thumb (monsters operationally... They do things right)


Tier 2: Columbia care, terrascend, Ayr

Oh those three I prefer Ayr and maybe Columbia Care. Very cheap these days but you'll never get them at the multiples of the leaders. Some execution risk with them but they're on a good path.


Edit: and for the record I still think it's more likely something gets done early to mid next year. But there is a nonzero chance they sneak something interesting in the NDAA. They are trying.
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This shit is actually planning to go to zero, isn’t it?
 
Very green start to the week in the crypto markets.

Lots of exciting things happening with a number of different projects right now. May do a little write up later.

Biggest news of the day is that Mastercard will allow merchants, banks and fintech operators to offer crypto services to their customers on its nwtwork.
 
fergy57 said:
Very green start to the week in the crypto markets.

Lots of exciting things happening with a number of different projects right now. May do a little write up later.

Biggest news of the day is that Mastercard will allow merchants, banks and fintech operators to offer crypto services to their customers on its nwtwork.
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Crypto ETFs has easily been my best performing holdings over the past few months...makes me want to sell everything and go all in on them, but trying to stay disciplined here.
 
Deckie007 said:
Crypto ETFs has easily been my best performing holdings over the past few months...makes me want to sell everything and go all in on them, but trying to stay disciplined here.
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My chips are ready. If we have another 50% correction I'll shove, otherwise I'm gonna wait and dca a bit.
 
I've been accumulating long and short dated calls in ARCT. If it's good enough for Cathie Wood, it's good enough for me.

Calls seem cheap given they are in the mRNA space and currently conducting Covid vax trials in Vietnam.

Of course, it can go to zero but if the news is great their market cap of $1B has a lot of room to explode. MRNA market cap is currently 100X greater.

TL;DR I am risking the equivalent of a weekend in NYC for a potential $250K windfall.
 
My covid vaccine play has been Valneva since bailing on Novavax a month or 2 ago, who are MIA and the masters of not executing. Early data always looked tremendously promising with Valneva and they absolutely cratered after UK terminated an agreement with them. But the product is good and if it's good that's all that matters. I bought the dip and after they released amazing phase 3 trial results a week or 2 ago it hasn't looked back. I JUST took a bunch off, only leaving my profits in the name to make it a free play.

ARCT is a nice risk-reward play too tho. Don't know as much about their product.
 
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