How to build an NFT bubble portfolio with minimal risk of loss.

This for people with some Crypto already. Let’s say you have 10 ETH in your account that is just sitting doing nothing. This is how you can build an NFT portfolio worth millions.
1) Buy an NFT for .1 ETH from one Ethereum wallet

2) Buy that same NFT for 9.9 ETH from another wallet. It now has a “value” or “sales history” on OpenSea of 9.9 ETH, but you paid yourself the 9.9 ETH.

3) Resell it for 12 ETH (or 7 or 5 ETH) on OpenSea doesn’t matter.
4) With your remaining 9.9 ETH repeat steps 1-2 until you have a portfolio of 30-50 NFTs worth $1m.

You can create as many ETH wallets as you want so on one will ever know you are buying them yourself to inflate the price. This is called wash trading.
5) Don’t be caught holding the bag. Let me stress this one. DON’T BE LEFT HOLDING THE BAG.

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More from @LSValue

27 Jul
My $ETSY Long Thesis:

▪️ Covid pulled forward significant demand
▪️ High Margin stable and growing core Etsy Platform
▪️ House of Brands expands TAM at reasonable valuation due to synergistic back office cost sharing
▪️ Cheap on a go forward basis 33x F EV/EBITDA
Etsy is an eCommerce website that allows makers of custom goods to easily transact on the internet without setting up their own website. Etsy is a niche marketplace for quality handmade products in categories like Home Furnishing, Apparel, Jewelry, and Craft Supplies.
At the beginning of the Covid outbreak in 2020, Etsy saw a huge surge in the sale of masks as mask mandates were established globally. This was in part due to the lack of masks available through normal supply chains as well as the lack of fashionable or comfortable masks.
Read 12 tweets
19 Apr
$TWTR Long Thesis:

-Twitter owns the Social Graph
-Can bring successful 3rd party products into platform and extract value from them (example Twitter Spaces -> Clubhouse)
-Elliot Management is pushing for Monetization
-Platform is ready to evolve after many years of development
Twitter has been a lackluster investment for many years since it came public in 2013. For many years twitter has been reluctant to monetize their social graph, in part fearing they would alienate some of their users.
The company has had a part time CEO for the last few years in Jack Dorsey, who is also the CEO of Square. Compounding some of the issues Twitter has struggled for many years with their technology.
Read 19 tweets
7 Apr
Coinbase is not worth $100B and if you buy them here you are in for a wake up call with a markdown.

A Thread: 👇
Coinbase reported earnings for Q1

$750m Net Income on $1.8B of revenue, not bad. But what was Coinbase App (Retail) vs Coinbase Pro Exchange (Institution) ?

Here: investor.coinbase.com/news/news-deta…
They recently posted their S-1, in which they suspiciously never talk about their revenue from their retail app vs their revenue from the institutional Coinbase Pro trading exchange. sec.gov/Archives/edgar…
Read 12 tweets
28 Jan
Thread on the good things that have come from WSBs yolos:

Kid helps his mom pay for his sisters Lyme Disease treatment:
Husband supporting his wife who was just diagnosed with MS.
Guy wanted to buy a Nissan, is now probably buying a BMW.
Read 8 tweets
27 Jan
The funny thing about short squeezes, is they only work for a very short period of time (usually about 2 weeks). Its like a ticking timebomb on all these names....

Gonna be a fun ride down.
Here is a list of shorts that have 50-75% downside once all this De-Grossing / WSB Pumping passes:

$NKLA - Still a Piece of Crap
$PEN - Still pending issues with Devices
$GSX - Was a big Melvin Cap Short, still a Fraud
$AAPN - Low Growth, Low Moat
$BYND - Tough Q4 Coming
More:

$AI - IPO, first quarter likely to disappoint
$BIGC - Growth vs Valuation still out of line
$REV - Still broken model with a looting Chairman
$NOK - Obviously
$GME - Obviously
Read 5 tweets
1 Jan
My Top Picks for 2021: 5 Longs and 5 Shorts:
$SEAC: 2020 saw the stock drop 67% on bad Framework deal closure numbers and limited revenue growth. With the release of their Video App and Ad Insertion Model in Q3/Q4 of this year, the dynamics will shift back to growth as they execute on the product diversification strategy
$IAC: Interactive Corp is a #NeverSell in my mind. It is continually undervalued by the market while continuing to show they can execute on their Internet Incubator model over and over. Vimeo is an incredibly unique asset and its upcoming spinoff should be value generating
Read 11 tweets

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