LOTM Crypto Equity Buy-side Stage Analysis – May 31, 2026

63 Companies & ETFs ranked by Stage Analysis probability using market action through Friday May 29, 2026, close.

Focus group: Crypto High-Distribution, Option-Income, Crypto / Blockchain / AI ETFs, and Individual Crypto / Blockchain / Fintech / AI-linked equities.

Continue reading

Loading

Posted in Tom's Blog | Leave a comment

15 highest Asymmetrical Opportunities from 70 LOTM Companies Tracked

LOTM currently has about 70 names in our Stage Analysis inventory. We are adding names and sectors weekly to build to select the highest-probability, highest-potential names we follow. New sectors, with a goal of building sectors that are not correlated to each other for balance, include 1) biotech/genomics, 2) gold, silver, copper, and forestry, and 3) energy, including oil & gas, geothermal, nuclear, and solar.

We are building with the assistance of AI, our Stage Analysis model that is published weekly. We posed the following question to the AI platform below.

AI, Please rank the names in the Crypto / AI folder Analysis system and select the top ten asymmetrical opportunities when a three year timeline is considered. Include all six groups and names in those six groups as companies to consider.

Tom, using the framework we’ve built together over the last several months, I am ranking these based on: Continue reading

Loading

Posted in Tom's Blog | Leave a comment

Timber & Forest Products Sector Analysis

Comparative Review of WY, RYN, WFG and UFPI
Prepared for Long-Term (3-year) Investors

Executive Summary
LOTM is focused on Crypto/AI related companies and Physical Mining Companies. We want to add a third investment leg that is not correlated to Crypto or AI to reduce volatility. The forestry industry is cheap, I mean CHEAP. This report reviews four companies operating within the timber, forest products, and wood-products industry. The goal is to evaluate potential price appreciation, dividend characteristics, balance-sheet strength, cyclical opportunity, and strategic positioning over a three-year outlook. Our goal is a double or better in three years or less.

Continue reading

Loading

Posted in Tom's Blog | Leave a comment

LOTM Buy-side Stage Analysis – May 24, 2026

64 Companies & ETFs ranked by stage analysis and probability.

Our focus groups in this writing are Crypto, Blockchain & AI, Equities and ETFs
We’ll be adding Gold, Silver, Copper, both Physical and the Miners to the inventory of symbol tracked shortly.

Continue reading

Loading

Posted in Tom's Blog | Leave a comment

Venice AI (VVV) and Bittensor (TAO)

Understanding the Emerging Relationship
Public Summary Report – May 2026

Venice AI (VVVUSD)* and Bittensor (TAOUSD)* are increasingly being discussed together within the decentralized artificial intelligence ecosystem. While the two projects are not merged entities and do not appear to have a formal ownership relationship, there is growing evidence that Venice AI may utilize portions of the Bittensor subnet infrastructure as part of its backend AI architecture.

Continue reading

Loading

Posted in Tom's Blog | Leave a comment

LOTM: Crypto / AI Stage Analysis – Sunday, May 17 Update

Source StockCharts.com

Bitcoin: Early Stage 2 chart analysis with bullish Cup and Handle formation

For tables below:
S2% = estimated probability of Stage 2 breakout or continuation. Comments are intentionally short for quick reading.
Antic. = Anticipation – Modified by LOTM to adjust for AI Trading Vs Original System designed for Human Emotional based System
Strict = Based on 1988 version developed by Continue reading

Loading

Posted in Tom's Blog | Comments Off on LOTM: Crypto / AI Stage Analysis – Sunday, May 17 Update

Chainlink to Connect $114 Trillion in Assets to Real-Time Pricing!

In this article:
Chainlink partners with DTCC to connect $114 Trillion in stock, bonds and commodities to Real World pricing.
Written May 14, 2026

One-year chart of Chainlink:

Chart Stage Analysis: Leaving stage 1, early stage 2

Continue reading

Loading

Posted in Tom's Blog | Comments Off on Chainlink to Connect $114 Trillion in Assets to Real-Time Pricing!

Chicago Atlantic BDC (LIEN) $9.06 yielding 15% Distribution

Negatives:

  • 75% of loans have high concentration in the cannabis infrastructure
  • Private credit investments are currently out of favor.
  • It is a Small-cap company with little following.

Positives:

  • Distribution is covered by earnings
  • 99.5% of loans are composed of senior secured debt
  • TTM P/E Ratio of 6.3
  • Trading at 25% discount to NAV
Three-year weekly chart:

Continue reading

Loading

Posted in Tom's Blog | Comments Off on Chicago Atlantic BDC (LIEN) $9.06 yielding 15% Distribution