Daily Note

Moon Base

Apr 12, 2021

Thomas Thornton

  • Coinbase is going public Wednesday and I expect it to go to the moon
  • Brian Armstrong the CEO is not related to Neil Armstrong and will feel like he also walked on the moon by Wednesday
  • I want to be long Coinbase - small at first
  • There are comparisons with picks and shovels, Netscape, and Amazon
  • Equity bullish is extreme at peak levels over 90% 
  • Taking profit on CRM long and adding to NVDA short, adding new shorts HD and UBER
  • Huge bond issuance this week and will test the bond market
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