I Won’t Sell Ethereum Before It Reaches $10,000
Ethereum has been one of the most important investments in my crypto journey. I started accumulating ETH years ago, held it through multiple cycles, and even at some point I was holding about 12 ETH…
Investing
The Investing section focuses on practical, hands-on investing based on real positions and experience. Most of the content is driven by my personal stock portfolio and ongoing work with the Terramatris crypto hedge fund.
Rather than theory, the emphasis is on execution — what works, what doesn’t, and how strategies evolve over time in live markets.
Topics covered include:
- Crypto
- Options trading
- Peer-to-peer lending
- Real estate
- Stock portfolio management
Posts often reflect actual trades, portfolio adjustments, and lessons learned from managing capital across different asset classes.
How TerraM Plans to Reach a $100,000 Fully Diluted Valuation
TerraM token was launched with a simple structure: 10,000 tokens in existence and a disciplined, performance-driven capital strategy. Today, with the token trading at 1.85 USDC, the fully diluted…
What Are the Main Challenges Running a Solana Covered Calls Growth Portfolio?
Solana covered calls sound straightforward: hold SOL, sell calls, collect premium, compound. Back in September 2025 we launched Solana strategy at Terramatris crypto hedge fund, mostly focused on buy…
Why I Added Pfizer (PFE) Back to My Portfolio
Pfizer (PFE) is not a new name in my investing history. I was investing in PFE well before Covid, with fairly high expectations for the stock as a stable pharmaceutical blue-chip with strong cash…
Why Invest in MicroStrategy (MSTR) When You Can Buy Bitcoin Directly?
Like everyone in crypto should have heard about MicroStrategy by now. It’s impossible to miss it — Michael Saylor, massive debt issuance, billions in Bitcoin on the balance sheet, and MSTR trading…
A Poor Man’s Buy/Write With XRP (Yes, It Exists)
On February 6, I opened a tiny XRP trade. Not because it will move markets. Not because it will fund early retirement. But because it’s a clean, honest example of how a buy/write strategy can work…
How the NVDA Strategy Became the Backbone of Our Stock Portfolio
The NVDA strategy didn’t start as a master plan. It emerged out of necessity.About a year ago (2025), after the DeepSeek-related volatility shock that briefly crushed NVDA and other AI names, our…
Bots, Rewards, and TerraM: Unexpected Signals from DeFi Liquidity
I minted 10,000 TerraM tokens back in 2022 with a very simple idea: raise $10,000 and trade Ethereum options. The plan was straightforward - tokenized participation, transparent backing, real trading…
How to Borrow Against Solana on Bybit to Boost Covered Call Income
On September 4, 2025, we launched the Solana Covered Call Growth Fund at Terramatris. The fund’s objective is to grow our SOL holdings primarily through selling covered calls, with most initial…
TerraM 52‑Week Saving Challenge: Commitment, Liquidity, and Skin in the Game
I have attempted the classic 52‑week saving challenge several times over the years. I tried it with cash, mutual funds, and even speculative assets like meme coins. Results were mixed. Sometimes the…
Exploring Crypto Spread Trades With India: Lessons From the Kimchi Premium
The idea of regional crypto arbitrage isn’t new. The most famous example remains the Kimchi Premium — a persistent price gap where Bitcoin and stablecoins traded at a premium on Korean exchanges due…
Why I Don’t Like Selling Credit Spreads Without Owning the Underlying Asset
Credit spreads are popular for a reason. They look elegant on paper: defined risk, high probability, steady income. I trade them myself - regularly. But over the years, one conviction has…
Road to a $25,000 Stock Portfolio with Options Trading
With the new year of 2026 fast approaching, I’ve decided to start another challenge.This one is deliberately smaller than my previous ambitions of building a $100K or even a $1M portfolio. Not…
April 2025 Stock Portfolio Update ($6,629)
At the end of April 2025, the total value of our stock portfolio stood at $6,629 (€6,594), down from $7,124 a month earlier. That’s a -6.94% decrease in portfolio value, or -$495 in dollar terms.Yes…
Georgia Almond Farms: The New Frontier for Agricultural Investment
As an expat who has called Georgia home for over a decade, I’ve had the privilege of witnessing the country’s agricultural landscape evolve in fascinating ways. From fish farms to cow farms and the…
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I share ongoing portfolio progress with a focus on generating income through covered calls on quality stocks. Each update includes positioning changes, trade rationale, and forward-looking adjustments based on current market conditions.