I think I found something listening to @RealVision pod on the plane yesterday. I’ve been looking for a while for something with a discrete catalyst that occurs before the triple halving so I could raise some funds to buy more $ETH.
Listen to this episode. All uranium public equities combined are $20B market cap. That’s like 1/35 of $TSLA. Also supply has been 0, mines shut since Fukushima. France, Spain surprised by renewing contracts…there are forces at play. But more!

@malopez1975 tells @LynAldenContact that nuclear reactors are going to have to get new contract roughly end of Q2, early Q3. This is a concrete time frame - I paused, rewind like 4x to make sure I caught it.
But then…. @BambroughKevin (great follow btw) talks about how Sprott is totally coincidentally listing a Uranium fund. If you check the press release, it’s scheduled for the exact same time. End of Q2, early Q3. How strange.
I don’t think it’s a coincidence, but idk uranium so I outsourced.

I’ve been following @Yellowbull11 for a while, and he’s written some promising things about $DNN. I think they’re a solid way to get exposure short term and long-term, but not gonna lie I haven’t dug deep.
I think this could be another supply/demand dislocation in uranium prices, w/ discrete organic catalyst in recontracting in June + market catalyst with listing of Sprott’s Uranium Fund.

I have a 1.2% position in some Jan2022,2023 $DNN calls, hoping to raise funds for more $ETH
While we’re at it on my portfolio, I also have a 0.1% position in OTM $PSTH calls (announcement is catalyst, likely before triple halving, see @psthwatch for thesis).

The rest (>98%) is in $ETH

I’m young - can take huge risk.

I don’t give investment advice. Do your own hw.

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More from @SquishChaos

3 May

Predicting short-term price is speculative, but can be useful learning to get feedback on my feel for "the pulse" of the market and train 'market instincts'

@RyanWatkins_ inspired me to take a shot at this for $ETH as we break above $3k

A thread 👇
First off - this level of specificity is absolutely not 'rigorous' in any sense. This thread is just for fun, so don't @ me lol.

Second, @RyanWatkins_ clarified he thinks we're late "media attention" and could have months of runway, so don't @ him either
Since I posted my $ETH report, ETH is up 25% and $BTC is up 3%. As my dad often says, "sometimes it's better to be lucky than right"

Read 19 tweets
27 Apr
Ethereum, The Triple Halving

My report on the investment case for $ETH is finally finished.

It is 79 pages long, my pride and joy, the cumulative product of years of learning and a week of insane effort.
The impetus for this piece realizing that my thread on the $ETH triple halving was mostly interpreted as a nice meme-able crypto pump.

The triple halving may become a meme, but there is a serious investment case here.

I put everything I had into this piece. As a retail investor, I want to use this report to show how much I’ve learned about investing and share my current highest conviction idea. If I’m capable of writing institutional grade research - this is it.
Read 20 tweets
25 Apr
Investment report all set for release Tuesday.

I’ll drop a thread accompanied by a ~75 page PDF with my best attempt at an institutional grade investment case for $ETH to 150k.

Will follow it up in coming weeks with smaller, digestible ELI5 threads to spur discussion.
Warning! this is not your crypto investor’s $ETH thesis. I’m taking a different angle, tackling difficult concepts to present the most robust institutional grade case that I can.
For me this is my attempt to show all that I’ve self-taught on investing before I head to medical residency. I think you’ll really enjoy it!
Read 11 tweets
17 Apr
“Net annual buy pressure” doesn’t make the point.

In a halving event, $BTC miner sell pressure drops 50%. It causes all hell to break loose. What will this look like for $ETH?
Post-merge, $ETH sell pressure will drop 90%. For $BTC sell pressure to reduce this much, it takes 3 halving events. I’ll repeat:

ETH will undergo the equivalent of 3 halving events in the next 12 months.
Illiquidity breeds volatility, and more illiquidity breeds more volatility. Post-merge, expect $ETH to have 3 halving events of volatility in 1 cycle.
Read 6 tweets

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