Update: The interview will be tomorrow, barring some unforeseen event, but I have learned it will not be “live” for your viewing/listening until Wednesday of this week. The censor does still exist.
Tomorrow, November 9, 2026, I will be a participant on a podcast. The discussion is anticipated to be wide ranging in scope. The host is someone I have had many discussions with over the years. We often agree and disagree on matters that are local, national and global in perspective. This should be fun for Lou and me.
As readers of my blog may come here to get updates on the crypto/blockchain and AI sectors, I will write during this evening on market dyanmics that may make there way into our conversation tomorrow. Come join us if you can.
And now for my updates as I look into my financial models and read the tea leaves.
For years I have maintained a portfolio of 105 tokens’ price performance. At some point, I decided to use the February 5, 2025 date as floor to measure changes from. Do not ask why Feb.5. The only answer I can offer is that I was lazy and did not want to build graphs that would require me to go back in time.
Anyway, the % decline in Crypto land is not so bad given where we have come from.
https://thejoyofinvesting.com/wp-content/uploads/2026/11/Portfolio-percent-chg-from-Feb-5-2025.jpg
So, digest the meal we have been served. We have had better. We have had worse.
One of the observations I have is that the majority of the tokens I regularly track for price changes are stagnant to declining. Yes, there are some that are standing tall in the face of gale force winds, and those for me are buys, but the majority reflect a lack of success and/or are victims of a declining crowed of believers, the ones that see opportunity when most do not. A tough market on the mental side of investing.