This is not a ‘told you so’ blog post. It’s more like a ‘told me so’. I write because it helps tell ME what to do. In November and December of last year I was telling myself to sell most of my crypto. I am glad I did, but when crashes like we are in …

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It is Monday and come rain or shine, flash crashes or rogue waves, Ivanhoff and I are back with our weekly ‘Momentum Monday show and today we are talking the FAANG Bang. I hope you enjoy (20 minutes): As a reminder, Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show. All …

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Max and Rachel came home to visit us in Phoenix last weekend. Max brought three of his college buddies and watching them together was hilarious. Like Kavanaugh, they like beer. Unlike Kavanaugh, and anyone from my generation, they rely on Uber which really is a miracle stress reducer as a college kid parent. The boys …

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Here is Nassim Taleb chatting with Naval Ravikant which is really enjoyable to watch or just listen. This next one is Naval again, this time chatting with Coinbase CTO Balaji Srinivasan on the present and future of crypto. You can’t get away from the Facebook takedowns right now. This thread from Michael Dearing on Sheryl …

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I have had the widest spectrum of Uber drivers this week. On my way to Houston Wednesday early morning, I left my keys in the Uber and did’nt realize it (forget the fact that my keys are attached to a large blue rope so I do not leave them anywhere). Coming home the next day …

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I have some shoutouts today… First up to Sapho founders Fouad and Peter who built an incredible company that was acquired today by Citrix ($CTXS) for north of $200 (Social Leverage was a seed investor). The details are here. I last visited with them in May and could feel the electricity at the Company. Sometimes …

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Yesterday was the launch of Coinmine. What is Coinmine? Brian Norgard, who introduced me to the product, the company and Farbood the founder, says: It is quite surreal that my first investment, Coinmine, launches today. Coinmine is the world’s first plug-and-play cryptocurrency mining device. It is sleek (Apple-esque, according to Fortune), easy to use, and …

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As a seed stage investor, our fund is looking for great founders and teams to back that rarely have product/market fit. Today, it sounds like a no brainer that Robinhood, Kustomer, Narvar and Wag, explosive growth companies in our portfolio, have product/market fit, but at the time of investment there were no users or customers. …

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Before I get into this week’s episode and Momentum Monday gory details – Marketsmith (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from Marketsmith. They are offering my readers a three week trial for $19.95. …

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