2025 tested $TSLA conviction like never before. The stock went from down 45% YTD, amid liberals firebombing stores, to +20% on the Robotaxi launch, beating the NASDAQ.
I can't raise unlimited capital at a 10% interest rate that I never have to repay and use to buy #Bitcoin. Fortunately I can buy $MSTR and they can do it for me.
The 2013 $BTC cycle ended with the collapse of Mt. Gox. The 2017 cycle ended with the collapse of the ICO market. The 2021 cycle ended with the FTX collapse. 2025 has not seen any major scandals/forced selling. This, in my view, is further evidence that the BTC bull market
My portfolio has unintentionally become dominated by $TSLA, though I remain more bullish on $MSTR. Likely going to add SpaceX to the mix next year on the IPO.