BITQ
Bitwise Crypto Industry Innovators ETF
stock NYSE ETF

“Lean into”. My words exactly, since early 2023 I began DCAing into Nvidia. As I began to understand the greater potential of AI, I shifted into OT buying NVDA and leaning into AI. I bought GEV for the power play. Some shares as low as 121 and kept purchasing up into the mid 300s. I found and bought SMR at 3.83 and OKLO at 7ish. Sold my SMR out on some bad news I found. Around 10, ouch. But kept my OKLO and actually made more purchases last month. My last, I think.
I leaned so heavily, I was in stocks before most of the street was. I bought Mas-Tec then it sold off on earnings disappointment. I held for many weeks then sold. I should have bought more instead. I was not wrong. I was early. I bought PWR early. Thankfully it was a smaller position, and I stuck with it. I bought Oracle in early 2024. Sold it a week before it took off like a rocket a couple months back. Today it is much higher. I bought several of the cybersecurity stocks. Still have them, they total ~10% of my portfolio… give or take depending on the month. When CRWD took down the internet. I bought more. Too early again… it had more to go down. This time I bought more again. It’s done quite nicely… as have my other cyber stocks. They are mainstays, I don’t anticipate selling any in the next year …or years probably.
I made 41 separate purchases of PLTR in early-mid 2024. I sold almost half this position this summer. I’m riding with the Karp train with the rest. I did sell AMD. Like Mas-Tec, I needed cash and got impatient. AMD flew practically the day after I gave up on it. It was a long term holding with tiny profit. Fortunately, I moved it into a couple “space” stocks that have also done well. But it goes to show you that while I got lucky reinvesting those funds, I was really invested in a good stock/company that I knew was making good headway… and that the “efficienct market” theory is total bs. If you really lean in to a burgeoning theme, you can be smarter than the market… as long as you don’t outsmart yourself, that is.
My latest purchases including some today are GRAB (tiny position growing with tiny DCA purchases), NAVITAS, is now 1.5% of my portfolio with a goal to make it 2 to 2.5%. CLPT, a different growth theme for me but could be a link between integrating AI with the human brain. I’m probably quite early there too but it’s a small position that grows slowly with small weekly DCA purchases. (Notice a trend there, I swear by it. But I will adjust the purchasing… e.g. sometimes add more on dips). Also re-entered a position I left late last year. Buying some SKYH, a starter position and will DCA here as I regain my confidence / conviction in it. Boards have to be concerned about their C-suite execs not being attacked. More wealthy are frustrated with national and regional air carriers, and Emirates doesn’t fly to many smaller hubs. So private jets are becoming a high expense that more wealthy are willing to swallow. SKYH has built out their infrastructure and I think the analysts are not seeing the opportunity here. It’s small and speculative and should not be in everyone’s portfolio.
I mentioned some winners and some losers. But I calculated that of my 30 something stocks (btw nvda is still over 16% even with two sells in 2025) almost 60% is directly related to AI. Indirectly it is over 70%. My 1 year return is 87%, powered especially in the latest 3 month period, up 54%. AI is the theme and I would encourage you to lean into it. I agree with those saying it is still early. (And finally, my reason for throwing caution to the wind -I’m usually more conservative - is this technology has real potential to displace both my wife and I from our jobs. If that’s true - and I believe it is - then I sure as heck better be smart enough to invest in it).
That said, I did make some sales and I got God awful lucky with several recent buys, including thinking I should add more crypto exposure to my portfolio. I got lucky buying MSTR in 2023 and sold most of it recently. Did add a little to my IBIT, but the funds were diversified into broader crypto themes. I added Coin and BITQ with much of those funds. Then about a month ago I bought some XRPI, SOLZ and ETHA ETFs. Fortunately I put most into ETHA. It’s almost doubled in a month! This market is crazy. And that’s the point. I just wanted a little exposure to the crypto theme, not because I am a huge believer. But I saw what was going on and decided I could live with some losses but I will kick myself if I totally miss it. In short time crypto related has grown to 10% of my portfolio. I would have been happy with staying around 5%. So if we get a big reversal, I’ll probably take tiny profits and let the rest ride for another day… or year maybe.
But there is a salient point here for you. You are getting in when someone like me is starting to think maybe I will sell some here this summer. Things look just too good and I should probably have some cash (gun powder) if we get taken down abruptly again. I am a firm believer that time in the market beats timing the market. So I will not be selling large positions off entirely. (See AMD et. al. above for a learning experience). Even I have to take some serious lessons about patience. But I would be afraid to commit a stash all at once in this market. While I do concentrate a little in some names, Dollar Cost Averaging gives me the confidence to know that I’ll probably be accumulating with some shares, at least, at meaningful lower prices. And an overall lower cost basis. And if the market swoons and you’re not entirely invested… you can take comfort and a little courage and lean heavily in those names you’ve built conviction in. From my experience, you can earn outsized returns without leveraging up into a risk profile you may not be comfortable with. My words… I am not totally comfortable using leverage.
Hopefully this helps. I’m a believer in buying stocks myself and I do do the homework. But until 2023 I had a large position in the Qs, QQQ served me well for years. And I didn’t have to do nearly half the homework I do now to invest. An idea for you.

“Lean into”. My words exactly, since early 2023 I began DCAing into Nvidia. As I began to understand the greater potential of AI, I shifted into OT buying NVDA and leaning into AI. I bought GEV for the power play. Some shares as low as 121 and kept purchasing up into the mid 300s. I found and bought SMR at 3.83 and OKLO at 7ish. Sold my SMR out on some bad news I found. Around 10, ouch. But kept my OKLO and actually made more purchases last month. My last, I think.
I leaned so heavily, I was in stocks before most of the street was. I bought Mas-Tec then it sold off on earnings disappointment. I held for many weeks then sold. I should have bought more instead. I was not wrong. I was early. I bought PWR early. Thankfully it was a smaller position, and I stuck with it. I bought Oracle in early 2024. Sold it a week before it took off like a rocket a couple months back. Today it is much higher. I bought several of the cybersecurity stocks. Still have them, they total ~10% of my portfolio… give or take depending on the month. When CRWD took down the internet. I bought more. Too early again… it had more to go down. This time I bought more again. It’s done quite nicely… as have my other cyber stocks. They are mainstays, I don’t anticipate selling any in the next year …or years probably.
I made 41 separate purchases of PLTR in early-mid 2024. I sold almost half this position this summer. I’m riding with the Karp train with the rest. I did sell AMD. Like Mas-Tec, I needed cash and got impatient. AMD flew practically the day after I gave up on it. It was a long term holding with tiny profit. Fortunately, I moved it into a couple “space” stocks that have also done well. But it goes to show you that while I got lucky reinvesting those funds, I was really invested in a good stock/company that I knew was making good headway… and that the “efficienct market” theory is total bs. If you really lean in to a burgeoning theme, you can be smarter than the market… as long as you don’t outsmart yourself, that is.
My latest purchases including some today are GRAB (tiny position growing with tiny DCA purchases), NAVITAS, is now 1.5% of my portfolio with a goal to make it 2 to 2.5%. CLPT, a different growth theme for me but could be a link between integrating AI with the human brain. I’m probably quite early there too but it’s a small position that grows slowly with small weekly DCA purchases. (Notice a trend there, I swear by it. But I will adjust the purchasing… e.g. sometimes add more on dips). Also re-entered a position I left late last year. Buying some SKYH, a starter position and will DCA here as I regain my confidence / conviction in it. Boards have to be concerned about their C-suite execs not being attacked. More wealthy are frustrated with national and regional air carriers, and Emirates doesn’t fly to many smaller hubs. So private jets are becoming a high expense that more wealthy are willing to swallow. SKYH has built out their infrastructure and I think the analysts are not seeing the opportunity here. It’s small and speculative and should not be in everyone’s portfolio.
I mentioned some winners and some losers. But I calculated that of my 30 something stocks (btw nvda is still over 16% even with two sells in 2025) almost 60% is directly related to AI. Indirectly it is over 70%. My 1 year return is 87%, powered especially in the latest 3 month period, up 54%. AI is the theme and I would encourage you to lean into it. I agree with those saying it is still early. (And finally, my reason for throwing caution to the wind -I’m usually more conservative - is this technology has real potential to displace both my wife and I from our jobs. If that’s true - and I believe it is - then I sure as heck better be smart enough to invest in it).
That said, I did make some sales and I got God awful lucky with several recent buys, including thinking I should add more crypto exposure to my portfolio. I got lucky buying MSTR in 2023 and sold most of it recently. Did add a little to my IBIT, but the funds were diversified into broader crypto themes. I added Coin and BITQ with much of those funds. Then about a month ago I bought some XRPI, SOLZ and ETHA ETFs. Fortunately I put most into ETHA. It’s almost doubled in a month! This market is crazy. And that’s the point. I just wanted a little exposure to the crypto theme, not because I am a huge believer. But I saw what was going on and decided I could live with some losses but I will kick myself if I totally miss it. In short time crypto related has grown to 10% of my portfolio. I would have been happy with staying around 5%. So if we get a big reversal, I’ll probably take tiny profits and let the rest ride for another day… or year maybe.
But there is a salient point here for you. You are getting in when someone like me is starting to think maybe I will sell some here this summer. Things look just too good and I should probably have some cash (gun powder) if we get taken down abruptly again. I am a firm believer that time in the market beats timing the market. So I will not be selling large positions off entirely. (See AMD et. al. above for a learning experience). Even I have to take some serious lessons about patience. But I would be afraid to commit a stash all at once in this market. While I do concentrate a little in some names, Dollar Cost Averaging gives me the confidence to know that I’ll probably be accumulating with some shares, at least, at meaningful lower prices. And an overall lower cost basis. And if the market swoons and you’re not entirely invested… you can take comfort and a little courage and lean heavily in those names you’ve built conviction in. From my experience, you can earn outsized returns without leveraging up into a risk profile you may not be comfortable with. My words… I am not totally comfortable using leverage.
Hopefully this helps. I’m a believer in buying stocks myself and I do do the homework. But until 2023 I had a large position in the Qs, QQQ served me well for years. And I didn’t have to do nearly half the homework I do now to invest. An idea for you.