Email I sent to my dad when I discovered Bitcoin. The best investments just click, there's a simple core idea that sticks with you. You feel it in your bones and it seems so immediately obvious to you that you simply can't understand why it isn't obvious to everyone else. Drives you a bit insane tbh, like if you saw a meteor hurtling towards earth and everyone was just chillin.
I can count on one hand the times I've had true conviction in an investment in my life. Here they are with the thesis for each.
BTC - Money that's in your control and not devalued by the government. Unfortunately had to sell it all as I mined it to buy food/gas though. So this one only half counts.
ETH - Can now actually do things with that money.
LINK - Can actually now do real world things with that money.
Advanced Micro Devices - Competitive overnight with Intel after 10 years of being behind and falling to less than 1% share (huge upside).
Nvidia - AI boom. Unfortunately realized this late, so another half count.
Fartcoin - The ultimate meme, humanity's oldest joke, instantly humorous to all ages and cultures. Destined to get media coverage.
Honestly you're blessed if you can even find one thing you're truly confident going all in on in your life, these are rare. Many never feel this way about anything.
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