Bitcoin & Aktien: Ich werde JETZT aktiv! Diese Signale ENTSCHEIDEN! — Transcript

Full transcript

1. 0:00Guys, it has happened. I did it.
2. 0:02I became active in the stock market
3. 0:04yesterday, and my limit order for
4. 0:06Bitcoin was also filled exactly, and we
5. 0:07are now at over $ 80,000 for Bitcoin.
6. 0:10That is why we will talk in this video
7. 0:12about what I bought, especially in the
8. 0:14stock market. I bought more of two ETFs
9. 0:16and one new individual stock.
10. 0:19And for Bitcoin, we will talk very
11. 0:20precisely about the current situation,
12. 0:22because what I have been telling you for
13. 0:24weeks—the level I personally find
14. 0:26interesting—was reached and perfectly
15. 0:28tested.
16. 0:29And now we have the move to the upside.
17. 0:31We have the midterms behind us with a
18. 0:33clear result, and the momentum in the
19. 0:35stock market is turning. I have brought
20. 0:37along some really interesting data and
21. 0:39charts for you. There is also
22. 0:41interesting news in the crypto market.
23. 0:43All that and more in this update. And
24. 0:44now, enjoy. Welcome to a new update here
25. 0:47on my channel. I always summarize
26. 0:48current events and, above all, my
27. 0:50assessment of them, compactly and in a
28. 0:51well-founded way for you. If you can get
29. 0:53value out of this, feel free to leave a
30. 0:55thumbs up under the video.
31. 0:57That really helps; feel free to hype the
32. 0:59video as often as you can, comment, and
33. 1:00if you are new, subscribe to the channel
34. 1:02for free and activate the bell so you
35. 1:03don't miss any further updates.
36. 1:05I will disclose everything again, as
37. 1:07always, transparently, including my
38. 1:09purchases, my entries, etc., and my
39. 1:11further plans. I always do this
40. 1:13transparently, especially in advance,
41. 1:15not just after the fact like most others
42. 1:16.
43. 1:17Yeah, "oh, I just bought something by
44. 1:19the way," and "oh, now we are up," and
45. 1:20nobody knew about it, but here on the
46. 1:22channel—you know it, those who have been
47. 1:24around longer.
48. 1:25I show my plans publicly, and I talk
49. 1:27about them openly and transparently, and
50. 1:30a lot has happened.
51. 1:32I already told you on X yesterday that I
52. 1:34became active in the traditional market
53. 1:37, bought two ETFs and one individual
54. 1:39stock, and this entry was very good, one
55. 1:41has to say, even though I wrote there:
56. 1:44hey, no claim to hit the bottom here.
57. 1:47That actually wasn't my idea at all; I
58. 1:48just wanted to add more now, but more on
59. 1:51that in a moment. Let's look at the
60. 1:52market first. Bitcoin is currently at $
61. 1:5580,700, with the entire market in the
62. 1:57green. The midterm elections are behind
63. 1:59us, so there is one less uncertainty.
64. 2:01And in principle, it is exactly what had
65. 2:03been priced in. I think we can keep it
66. 2:05brief. The Democrats have achieved a
67. 2:08complete victory.
68. 2:10Trump just suffered a complete defeat,
69. 2:12and in my opinion, that is the best
70. 2:14tweet of the day.
71. 2:17Trump managed to bring about a regime
72. 2:18change in Texas before he managed to do
73. 2:20it in Iran.
74. 2:22I mean, you really have to imagine how
75. 2:24the Democrats managed to win in Texas in
76. 2:26that way.
77. 2:28Anyone who has been to Texas knows how
78. 2:29the people there tick and what that
79. 2:31means for the state in general.
80. 2:33I mean, that is just really crazy.
81. 2:35What one can or should say, however, is
82. 2:38the fact that if you look at the
83. 2:40statistics, the S&P 500 after a
84. 2:42Republican loses the midterms or the
85. 2:44congressional seats to the Democrats—
86. 2:47look at these statistics, they go back
87. 2:49to 1950.
88. 2:51What happened in these cases? There
89. 2:53aren't that many cases, basically 1, 2,
90. 2:563, 4, 5, 6, 7, 8 cases that we have here
91. 2:59.
92. 3:00And we see on most, or almost all
93. 3:01timeframes, positive returns here—
94. 3:04except for 1974 when looking at one
95. 3:06month, although everything turned around
96. 3:08quickly after that.
97. 3:11And on average, regardless of whether we
98. 3:13look at one month, 3 months, 6 months,
99. 3:15or a year, we always have positive
100. 3:17returns.
101. 3:19In principle, it is also not news or a
102. 3:21new development that a US president
103. 3:23loses the midterm elections. That is the
104. 3:25rule, after all.
105. 3:27But the fact that a blue wave is coming
106. 3:29and they win both the Senate and the
107. 3:30House is something else.
108. 3:32That is just quite intense, and some
109. 3:34people are naturally worried that things
110. 3:36could change in the AI landscape. We
111. 3:38will get to that in a moment. But before
112. 3:40we get to that, first to crypto, to
113. 3:41Bitcoin, and generally to all the hacks
114. 3:43that are currently taking place. We have
115. 3:45had additional hacks in the last 48
116. 3:47hours.
117. 3:49One EU entity was hacked for over 100
118. 3:51million dollars, with holdings on crypto
119. 3:53exchanges where the funds flowed out.
120. 3:57Brazil's largest crypto exchange was
121. 3:59hacked, Trade XYZ via Hyper Liquid,
122. 4:01Gitbook was also compromised, and even
123. 4:03cooling units in Europe were hacked.
124. 4:06So, it is getting worse and worse. That
125. 4:08is unfortunately a fact. And especially
126. 4:10regarding politics in Europe, it is also
127. 4:11getting worse and worse. Take a look at
128. 4:13this development.
129. 4:14The French Parliament decided yesterday
130. 4:16that anyone holding more than € 100,000
131. 4:18in crypto themselves must report their
132. 4:20holdings to the tax authorities in the
133. 4:22future. Meaning exactly: "Hey, I have
134. 4:24this much on my Ledger, on my Trezor, on
135. 4:26my BitBox, or whatever it may be." And
136. 4:28anyone who stays silent and doesn't
137. 4:30report it pays a fine of up to € 10,000
138. 4:32, and this is being decided by a country
139. 4:35where the most crypto owners worldwide
140. 4:37are being robbed. So on one hand, we are
141. 4:39seeing more and more hacks, more and
142. 4:41more security incidents, data breaches,
143. 4:43etc., and then countries and politicians
144. 4:45come along and say, "Yeah, what's a good
145. 4:47idea?"
146. 4:47"Yes, we should now centrally collect
147. 4:49even more data here, especially from
148. 4:51those who are also an attractive target
149. 4:53, those who have over € 100,000."
150. 4:55And the whole thing has now been
151. 4:56initiated into the next step, so to
152. 4:58speak.
153. 4:59It just needs to be included in the
154. 5:01budget draft now, and then it would be
155. 5:02set in stone starting in 2027.
156. 5:04Really intense that this is happening.
157. 5:07Ultimately, sure, there is data already
158. 5:10with hardware wallets, etc., but the
159. 5:12attackers don't actually know who owns
160. 5:14how much.
161. 5:15If you then know exactly at one central
162. 5:17location who has how many euros in their
163. 5:19crypto wallet uh at home, well,
164. 5:21hallelujah, then I don't know where this
165. 5:23is all supposed to lead. So, absolutely
166. 5:25negative. I am really curious if our uh
167. 5:28clever politicians will also come up
168. 5:31with this idea. I hope not, but that is
169. 5:34really uh an audacity. I mean, they
170. 5:36can't manage this, because you have to
171. 5:37imagine it.
172. 5:39Some robberies in France occurred
173. 5:40because officials in the authorities
174. 5:42sold the data to criminals, and then the
175. 5:44families were attacked, right?
176. 5:47So it is really intense that one then
177. 5:49comes up with the idea and says, yeah,
178. 5:50we want a few more euros here in tax
179. 5:52revenue.
180. 5:54Please give me all your data, and yes,
181. 5:56especially those who have a lot of money
182. 5:58, yes, we will now store that centrally
183. 5:59, and either we sell the data to
184. 6:01criminals or there is a data leak, and
185. 6:03the people affected are screwed.
186. 6:06So it's really just disgusting. I don't
187. 6:08know, you know I always try to stay
188. 6:10sober about such things, but whoever
189. 6:12comes up with an idea like that, there
190. 6:14is really no helping them. I mean,
191. 6:16really not. So you are welcome to write
192. 6:17in the comments what you would do if
193. 6:19something like this were to happen in
194. 6:20Germany. Would you report it? It might
195. 6:22even make sense to accept this € 10,000
196. 6:24fine. So really nonsense. Anyway, let's
197. 6:26move on to Bitcoin now. What is
198. 6:28definitely a fact is that miners are
199. 6:30also selling, right? So, we have seen
200. 6:32that in general this year. And now new
201. 6:33data has come in again. Robin also
202. 6:35posted it here.
203. 6:36Riot sold another 10,600 Bitcoin in this
204. 6:40past quarter.
205. 6:43A total of 21,000 Bitcoin this year, or
206. 6:451.5 billion.
207. 6:46Why aren't they doing that? Because they
208. 6:48are no longer convinced by Bitcoin. Yes
209. 6:49, maybe one could argue that, but
210. 6:51primarily because they are investing in
211. 6:53data centers, the Bitcoin miners. And
212. 6:55that is why we have continued to see
213. 6:57selling pressure from the miners, but
214. 7:00eventually that will end, and in my view
215. 7:02, the demand there will also be
216. 7:04exhausted.
217. 7:05So, I don't believe data centers will be
218. 7:07built for the next 10 years, and then
219. 7:09perhaps some miners will return and,
220. 7:11above all, start accumulating Bitcoin
221. 7:13again.
222. 7:14But let's move on to Bitcoin itself now
223. 7:16. In general, I think for those who have
224. 7:18been watching my videos here for weeks,
225. 7:20it should have been clear what I was
226. 7:22planning. Let's take another look at the
227. 7:24chart.
228. 7:25By the way, we are here—the low was
229. 7:2775,600 during the night when the
230. 7:28elections were essentially taking place
231. 7:30, where some still wanted to take risk
232. 7:32off the table.
233. 7:34As a reminder, my actual goal was to add
234. 7:37to my futures position here in the
235. 7:39Golden Pocket. It is very important that
236. 7:42what we are talking about today is the
237. 7:44futures position, because spot is only
238. 7:46relevant for me personally in this blue
239. 7:48area. We are not there yet, but that is
240. 7:50my personal approach, you know? So, I
241. 7:52tell you or explain this to you again
242. 7:53and again. I bought spot on two major
243. 7:55occasions this year. Once at the
244. 7:57beginning of February, once at the
245. 7:58beginning of June. And now we are
246. 8:00talking about the futures position that
247. 8:02I already opened at under $ 60,000 and
248. 8:05wanted to add to because I had also
249. 8:07taken profits. What I told you here is,
250. 8:10hey, my limit order was narrowly missed
251. 8:13. You can also go back to previous
252. 8:14videos. As I said, everything is
253. 8:16transparent here and everything is
254. 8:18public, that I said here, hey, my limit
255. 8:19order was not filled. Too bad, when we
256. 8:22then rose here to 84, almost 85,000 US
257. 8:24dollars.
258. 8:26But my thesis was: well, then it is what
259. 8:28it is.
260. 8:29And if we run back in here, then I will
261. 8:31take my—so here I took out my limit
262. 8:33order—because my thesis or my experience
263. 8:35is: if I narrowly miss a limit order,
264. 8:37the price rises, and we run back into
265. 8:39this area, then the probability is high
266. 8:41that we will fall further.
267. 8:43And that is exactly what happened.
268. 8:46We ran into the golden pocket several
269. 8:48times here, didn't manage to get over
270. 8:50the 82,000 mark, and then dropped
271. 8:51perfectly onto the cost basis of
272. 8:53short-term investors, right?
273. 8:56So it was very relevant for the long
274. 8:58term, but also very relevant for my
275. 9:00futures position. That is this red line
276. 9:02here, which is currently at 75,870, and
277. 9:05I had my 75,900
278. 9:08limit order in. You can see that here on
279. 9:11OKX.
280. 9:12Here, if I click on this, you can see "
281. 9:14buy 75,900 $"
282. 9:16and that is exactly where my limit order
283. 9:18went through.
284. 9:20I also shared it directly this morning
285. 9:22on X that this order had been filled.
286. 9:25At that point, we were still at 78,400.
287. 9:28But why is this such a relevant zone?
288. 9:29Because historically, this is where bull
289. 9:31markets are also confirmed. We have now
290. 9:33seen exactly this retest that we
291. 9:35experienced at the beginning of '23
292. 9:37after the bear market. We saw the
293. 9:38breakout and exactly the retest here on
294. 9:40the cost basis. And that is exactly what
295. 9:43we are seeing here now. Does that mean
296. 9:45we can't fall below this anymore?
297. 9:46Absolutely not. So, that is very
298. 9:48important. It's not my intention to time
299. 9:50the perfect bottom, but in relative
300. 9:52terms, it was a good entry point. And a
301. 9:55confirmation for me would be if we
302. 9:56really take out these highs and 90,000
303. 9:59USD and then establish this trend here.
304. 10:02Then the bull market would be truly
305. 10:04confirmed for me, because I told you
306. 10:06that when we went up here from 60,000 to
307. 10:08over 88,000, that the bull market is not
308. 10:11confirmed by a breakout over a level,
309. 10:13because many were of the opinion: "Yes,
310. 10:15when we take out the May high, then the
311. 10:18bull market is here."
312. 10:20I am always of the opinion that the
313. 10:22correction dictates the music, so to
314. 10:24speak, and determines how healthy the
315. 10:26whole thing is. If we now really confirm
316. 10:29this whole thing like back then, and the
317. 10:31cost basis has now brought in buyers and
318. 10:33we don't fall below it anymore, then it
319. 10:35would be a very clean start to a
320. 10:37potential bull market. But it's still
321. 10:39too early, right? We now have the retest
322. 10:41, but what we want now is steady buying
323. 10:43demand and, above all, higher highs, and
324. 10:44we won't get that until 90,000 US
325. 10:46dollars.
326. 10:47That's why I scaled up my position, but
327. 10:49I didn't go all-in or anything. In
328. 10:51hindsight, of course I think to myself,
329. 10:53I've been in this market for 10 years
330. 10:55and I still think, oh, I should have
331. 10:57bought more; that feeling will never go
332. 10:59away.
333. 11:00But it is important to stick to your
334. 11:02plan, because what I did was to scale up
335. 11:04the position by about 5 to 7%.
336. 11:06My average has risen from 62,000 to
337. 11:0963,000 US dollars. Here is the daily
338. 11:11chart again with my entries. The initial
339. 11:14position was here below 60,000. I have
340. 11:17realized profits several times. I had
341. 11:19already scaled up once here at 83,200
342. 11:23and had most recently realized profits
343. 11:26here at 84,700. Half of the position was
344. 11:28closed overall. I have now scaled up
345. 11:30again here.
346. 11:32The daily chart doesn't show it for some
347. 11:34reason, but you can see the green dot
348. 11:36here, and that is exactly where the buy
349. 11:38order was filled.
350. 11:40And I think some of you also took the
351. 11:42opportunity here to buy spot.
352. 11:44Absolutely legitimate, as I see it. Of
353. 11:46course, don't go all-in there either,
354. 11:48but for those who, for example, thought
355. 11:51earlier: "Okay, 50,000, 40,000 are
356. 11:53coming," because they listened to those
357. 11:56who said "100%four-year cycle and a low
358. 11:58is coming in October," it didn't happen
359. 12:00, and you were lying or standing on the
360. 12:03sidelines.
361. 12:05That's why, if you are exposed, my
362. 12:06opinion has been that it definitely
363. 12:08makes sense to perhaps buy spot here for
364. 12:10those who haven't bought enough yet.
365. 12:13For me personally, that is not relevant
366. 12:15. I will buy again in the value zone
367. 12:17here, which continues to march upward.
368. 12:20Currently, of course, 62,000 to 52,000,
369. 12:22and I'm sticking with that for now.
370. 12:26I now also have futures profits, of
371. 12:27course, which I have now partially
372. 12:29reinvested in the stock market.
373. 12:31We will get to that in a moment. What we
374. 12:33are definitely seeing right now is that
375. 12:35there is also spot demand. But above all
376. 12:37, we also saw a short squeeze, right? So
377. 12:39the short sellers who were positioned
378. 12:40short before the midterms were very
379. 12:42nicely flushed out of the market. We can
380. 12:44also see that here in the 7-target chart
381. 12:46.
382. 12:46We had them here at 80,100; they were
383. 12:48completely wrecked and flushed out of
384. 12:50the market, and at the same time, we are
385. 12:51also seeing spot demand.
386. 12:53So, buyers are coming in now too. By the
387. 12:55way, futures positions, but also spot. I
388. 12:57do all of this on OKX.
389. 12:59You can find the link in the video
390. 13:01description below at the very bottom.
391. 13:02The promotion for the VIP pass is
392. 13:04currently still running. Then you get
393. 13:06even lower fees.
394. 13:08You get 4%cashback on the OKX card with
395. 13:11a net deposit of 3,000 EUR, and you can
396. 13:14pay anywhere with it in USDC and secure
397. 13:174%cashback.
398. 13:19plus other benefits. You also get my
399. 13:21grid tool completely free with OKX,
400. 13:23where you can essentially set up any
401. 13:26market here and get the results from my
402. 13:29simulations—I’ve done over 700,000
403. 13:31simulations here with Clot—so you get
404. 13:34the settings for the grid bot. The grid
405. 13:37bot, by the way—we can take a look at
406. 13:38that again—has dropped in performance,
407. 13:40of course, because the price has risen.
408. 13:42That was a short bot in the
409. 13:43self-experiment, and I want to keep you
410. 13:45up to date on that as well.
411. 13:48We were at 14%at one point, and it’s
412. 13:50only been running for 17 days, but now
413. 13:52we’re still at 6%profit.
414. 13:55So, that is still running.
415. 13:57As I said, if you want to know how to
416. 13:59set this all up, I’ve created a special
417. 14:01sub-account here for grid trading with
418. 14:03all the values that you need to enter.
419. 14:05You get that here with the tool. You can
420. 14:07find the link for that below in the
421. 14:08video description.
422. 14:10For the tutorial as well, just click
423. 14:12down here, then you'll see what I did,
424. 14:13what the results were, whether you
425. 14:15should do long, short, or neutral bots,
426. 14:17and what that actually is in general;
427. 14:18you can watch it all there at your
428. 14:20leisure.
429. 14:21But now, let’s move on to the
430. 14:22traditional market to wrap things up.
431. 14:23You always want updates on that too.
432. 14:24First, unfortunately, I didn't get into
433. 14:26gold. We’ve already seen a small trend
434. 14:28reversal there. Um, we are back at over
435. 14:30$ 4,000 there now. My target remains
436. 14:333,600.
437. 14:34Whether I’ll get that entry again, I
438. 14:36don't know. I certainly can't guarantee
439. 14:38it for myself, nor can I guarantee it
440. 14:40for you.
441. 14:41But what I did do—and as I said, I
442. 14:43shared this on Twitter yesterday—is that
443. 14:45I bought two ETFs and one single stock.
444. 14:48The single stock is already up more than
445. 14:515%here. Regarding the ETFs, that won't
446. 14:53be a big surprise to you. You know that
447. 14:55I actually have a passive approach to
448. 14:56the traditional market. I go in weekly
449. 14:59with a savings plan into two ETFs. One
450. 15:01is MSCI World and one is Emerging
451. 15:04Markets. MSCI World 70%, 30%Emerging
452. 15:07Markets. A classic 70/30 ETF portfolio.
453. 15:12Emerging Markets performed very, very
454. 15:13strongly, especially because Taiwan and
455. 15:15South Korea are so heavily represented
456. 15:17there.
457. 15:18Accordingly, the correction there is
458. 15:20also a bit larger. But at the index
459. 15:22level, if we look at the daily chart
460. 15:24here, not much has happened with the S&
461. 15:26P or the MSCI World. That's why I
462. 15:28basically put another six savings
463. 15:30installments in manually.
464. 15:33The last time I did that was in May 2005
465. 15:35, or April 2025, during that tariff
466. 15:38crash, right?
467. 15:40I mean, you all know that; I tell you
468. 15:41that all the time. I usually only have a
469. 15:43savings plan, but I did buy manually
470. 15:45back then because I thought the reaction
471. 15:47was very excessive, and in principle, it
472. 15:49was a very good entry point.
473. 15:52And now, shortly before the midterms,
474. 15:53I’ve added another six savings
475. 15:55installments, so basically a month and a
476. 15:57half—not a huge amount, I have to say,
477. 15:59because the correction at the index
478. 16:01level isn't that high since money has
479. 16:02also rotated within the stock market.
480. 16:06Even though tech stocks and AI shares
481. 16:07have corrected very sharply, I invested
482. 16:09here, just like in emerging markets,
483. 16:11where the correction is, as I said, a
484. 16:13bit higher.
485. 16:15If we look at it from the top down, we
486. 16:16are at 15%.
487. 16:19What I can definitely state, or
488. 16:21generally speaking, is that the tech
489. 16:23sentiment is just as negative or even
490. 16:25more so than during the dot-com bubble.
491. 16:28So, we are seeing very strong sell-offs
492. 16:30in the tech sector, and at some point,
493. 16:32you have to ask yourself, are these good
494. 16:34entry opportunities?
495. 16:36I’m of the opinion anyway that whenever
496. 16:38I talk about risks, the topic should
497. 16:40always be viewed as an opportunity.
498. 16:44I believe long-term, especially when
499. 16:46talking about these large companies—we
500. 16:48discussed Intel and ServiceNow last week
501. 16:50, all these major corrections, losing 30
502. 16:52%within 3 or 4 days, some stocks giving
503. 16:55up their entire annual gains—that it's
504. 16:57actually an opportunity from my
505. 16:59perspective.
506. 17:01And if you also look at the fact that
507. 17:04hedge funds have reduced risk more than
508. 17:07they have in the last 10 years, and I
509. 17:10wrote a longer post about this on X,
510. 17:13it’s that the pros in the stock market
511. 17:16or hedge funds are seeing developments
512. 17:19that they haven't seen in this form for
513. 17:22years.
514. 17:24Under those conditions, the pros are
515. 17:25cutting risk more than they have in 15
516. 17:27years, according to Morgan Stanley.
517. 17:30There is one position they haven't
518. 17:32touched yet, but I have; we'll get to
519. 17:33that in a moment.
520. 17:35And, well, in principle, you can just
521. 17:37say, take a look at the whole picture.
522. 17:39According to prime brokerage data from
523. 17:42Goldman Sachs, the department that
524. 17:44provides credit to hedge funds and
525. 17:45executes their trades, classic stock
526. 17:48pickers lost an average of 3.49%.
527. 17:51Systematic funds, the quants that trade
528. 17:53according to fixed models, lost 3.6%;
529. 17:55the MSCI World, which is the ETF I also
530. 17:57invest in, only declined by 0.77%in the
531. 17:59same month.
532. 18:02down.
533. 18:04The fact that both fund groups lost more
534. 18:06than 3%at the same time has never
535. 18:08happened in Goldman's data since 2006.
536. 18:12The funds focused on technology were hit
537. 18:13the hardest, of course. That's where we
538. 18:15saw the biggest, uh, corrections, of
539. 18:17course. At the end of September, they
540. 18:19were still up 20%for 2024.
541. 18:21But after October with -1.6%, they are
542. 18:24only up 5.1%.
543. 18:26So, three-quarters of the annual profit
544. 18:29disappeared in a single month.
545. 18:31But what they haven't touched yet—and
546. 18:33it's always about shifting risk—is the
547. 18:36Magnificent Seven companies; they
548. 18:37haven't sold them, and if they need more
549. 18:39cash and have to sell, that would be the
550. 18:41next step, so to speak.
551. 18:44What I personally did is buy Alphabet
552. 18:46Google shares, because we've seen very
553. 18:49large corrections there too.
554. 18:52As I said, I also shared that. I bought
555. 18:54yesterday, Tuesday, at 4:30 PM, so
556. 18:56around the US opening, and the position
557. 18:59is now, in principle, if we measure from
558. 19:02here, roughly where I bought, just under
559. 19:056%up.
560. 19:06I am of the opinion that, of course,
561. 19:07there will continue to be corrections,
562. 19:09and I also wrote in that post: Hey, this
563. 19:11is not an attempt to hit any kind of
564. 19:12bottom here. But when you look at it—
565. 19:15I'll go into the daily chart here for
566. 19:16Alphabet, for example—let me take these
567. 19:18things out again.
568. 19:20We have now seen a correction of over 30
569. 19:23%from the all-time high for Alphabet,
570. 19:25and with a P/E ratio of 15, I still see
571. 19:28it as very well valued compared to other
572. 19:30tech stocks.
573. 19:31And if we look at history, how large
574. 19:33were the corrections here time and again
575. 19:35?
576. 19:36Yes, 30%here, or 20%here as well.
577. 19:40Here it was, of course, a bit larger.
578. 19:432021 to 2022, it was 40%.
579. 19:46But I think the correction is big enough
580. 19:48to say I want to get a foot in the door
581. 19:50.
582. 19:51I didn't go all-in again, of course, and
583. 19:54put a low single-digit percentage of my
584. 19:56cash reserves into it, and. I very
585. 19:59rarely buy individual stocks, and this
586. 20:00is actually now my second-largest
587. 20:02individual stock position after Take-Two
588. 20:03. Take. Two, I simply, uh, I have to say
589. 20:06, it's more of a, yeah, personal one,
590. 20:08because I'm just looking forward to GTA
591. 20:11. And I haven't done any stock analysis
592. 20:13or anything like that for it; I just
593. 20:14want to be involved before the GTA
594. 20:16launch. And that is, if you look past
595. 20:18that, my largest position now. But I am
596. 20:21also prepared, and I'm not of the
597. 20:22opinion here, hey, this is one hundred
598. 20:24percent the bottom and I’ve hit the
599. 20:26bottom just because we went up 6%here.
600. 20:28If we should go down further from here,
601. 20:30I will buy more there as well, right?
602. 20:32So very important, um, this was my own
603. 20:34personal choice.
604. 20:36You shouldn't just copy what I do.
605. 20:38Everything I say here is not investment
606. 20:40advice anyway; I am just taking you
607. 20:42along on my journey and with my thoughts
608. 20:44, and what you make of that is up to you
609. 20:45.
610. 20:46You are all adults. Um, but the timing
611. 20:49was definitely right, both in the stock
612. 20:50market. You just have to state that as
613. 20:52things stand now. I also wrote it on X
614. 20:55again today.
615. 20:562026, I have to say, is going very, very
616. 20:58well.
617. 21:00Yeah, you all notice the entries and
618. 21:02exits, and at some point the money has
619. 21:03to be reinvested, and this time I did it
620. 21:05more in the traditional market; if we
621. 21:07should get entries again in Bitcoin.
622. 21:10I would be very happy, but also in the
623. 21:11traditional market.
624. 21:12So, I still have enough cash to put in,
625. 21:14but the difference with me compared to
626. 21:16many others is always.
627. 21:17I also work with my cash quota for
628. 21:19short-term positions, right?
629. 21:21So here, uh, the position I have open in
630. 21:24the traditional market was opened with
631. 21:27my cash quota.
632. 21:29here and, um, it’s not just sitting
633. 21:32completely aside. So, if my cash quota
634. 21:34grows, then my Bitcoin and crypto future
635. 21:37trades or oil trades or whatever, they
636. 21:40will also nominally become larger, of
637. 21:42course, because I always take about 1%
638. 21:45risk per total position, and accordingly
639. 21:48, it’s not so bad for me if the cash
640. 21:50quota is too high. Feel free to write in
641. 21:53the comments what you are currently
642. 21:54doing.
643. 21:55I’d really be interested and what you
644. 21:57think, whether that was already the
645. 21:58bottom or if it’s just an interim
646. 22:00recovery, because that could also be the
647. 22:01case.
648. 22:02I think, um, the red flags are still
649. 22:05there. We are, above all, um, or I am
650. 22:06above all curious to see what will
651. 22:08happen in the Iran conflict in the next
652. 22:09few days, whether there will really be
653. 22:11an escalation now. The price of oil has
654. 22:13fallen. Is this really justified, the
655. 22:15way it has dropped, or will we see
656. 22:18another rise?
657. 22:19And as I said, regarding the AI sector
658. 22:22and the Democrats, Goldman Sachs says 45
659. 22:24%of planned data centers could be cut
660. 22:26because of the Democrats.
661. 22:29These are all still uncertainties we
662. 22:30will have to wait and see about. I will
663. 22:31take you along on that journey. But if
664. 22:32you were able to get something out of
665. 22:34this video, feel free to leave a thumbs
666. 22:36up at the end. Feel free to check out
667. 22:38OKX. By trading there, you can support
668. 22:40me. I don’t sell any courses, uh, no
669. 22:42signal groups or anything like that.
670. 22:44Everything is free. But if you want to
671. 22:46trade and want a good platform, you get
672. 22:48an 8%deposit bonus, plus VIP status,
673. 22:51etc., and the grid bot tool on top. And
674. 22:53you can also have your VIP status
675. 22:55transferred here. You can also find the
676. 22:57link in the video description. Otherwise
677. 22:58, we will see each other again in the
678. 22:59next update. Bye. Bye.