I think at times like these it is important to stay disciplined...

I think at times like these it is important to stay disciplined and go back to the basics: the original plan that everyone should have (had) when investing in a specific stock.

From my end, I see a definitive progress in the financial health of the company, with a strong cash position allowing it to operate for years to come. Secondly, the company has diversified away from pure crypto exposure into some blockchain consulting, albeit for low-key counterparts. Lastly, my original plan was specifically to hold at least until the end of April to see the revenue and P&L arising from the bitcoin liquidity desk, which should have benefited heavily from the realized high vol.

I am gonna stick with the plan, as it's based on a sound judgement in my opinion. I don't fully understand the current decline in the SP - bitcoin hasn't gone down as much. So I feel it might be a bit of a market panic related to the end of FOMO and the crypto space cooling in general. I think DCC is being unjustifiably punished alongside most other scam companies that have mushroomed over the past two years - but DCC is actually one of the very few that has managed to deliver concrete results and POSITIVE EARNINGS.

I'll re-asses when the next quarterly is out.

J.

Ps: lack of news on AirPocket has been a disappointment, but I still trust Leigh and in particular Neel Krishnan, to still pull a rabbit out of the hat.