Even if the Bitcoin price is cold, warm up with a hot Glühwein, Alien Frens. The most important asset isn't found on any balance sheet: Time. We’re swapping charts for mulled wine today. Enjoy the days away from the noise. Merry Christmas from Kerstin, Miu, and me. 🎄😻 👽 👧 ☃️ 🔥

New on the Alien Investor Blog: Sandvik (SAND) – The Shovel Seller for the Commodity Supercycle? 🏗️⛏️ The world is screaming for copper and gold for the energy transition. 🌍⚡ But operating mines is a dirty, risky business. Sandvik plays a different game. They supply the weapons for this fight. Whether the mine is profitable or not – the drills, loaders, and crushers must be paid for. The business model is brilliantly simple: "Razor & Blade" on an industrial level. 🔧 The machine is just the door opener. The real money lies in the aftermarket: spare parts, service, software subscriptions. As long as there is digging on Earth, Sandvik gets paid. The facts for owners: 🧱 Market Power: De facto duopoly in underground mining (with Epiroc). 🤖 Moat: Extreme lock-in through automation ("AutoMine"). 💰 Cashflow: Converts profits extremely efficiently into cash. The Catch: A P/E of ~25. Is this too expensive for a machinery builder or the fair price for a tech company in camouflage? 🤔 In the article: Why the copper shortage plays into Sandvik's hands, how the transformation from "heavy metal" to software house is going, and why I see a core investment for physical reality here. Read here: 👇

🏗️ Sandvik (SAND) – Der industrielle Monolith im Rohstoff-Superzyklus | Alien Investor

Aktienanalyse Sandvik AB (2025): Profiteur des Rohstoff-Booms, Mining-Duopol und Software-Transformation. Einordnung für langfristige Eigentümer.

Check out the blog for more analyses (e.g., Wheaton, Berkshire, Alphabet, Sika) – it’s worth a look. No financial advice. 👽

📉 New Bitcoin Analysis: The Great Divergence The Fed is cutting rates, yet Bitcoin drops to $87k. Why? ETF tourists are fleeing, miners are capitulating, and on-chain data shows a "ghost town." Is this the end, or the ultimate buying opportunity for 2026? I broke down the data. 👇 Read the deep dive here:

📉 Bitcoin Kursanalyse – Die große Divergenz: Katerstimmung trotz Zinssenkungen? | Alien Investor

Bitcoin Kursanalyse Dezember 2025: Warum der Kurs trotz Zinssenkungen fällt, ETF-Abflüsse, Miner-Kapitulation und strategische Nachkauf-Zonen fü...

#Bitcoin #Crypto #MarketAnalysis #AlienInvestor

🛸 New on the Alien Investor Blog: Wheaton Precious Metals (WPM) – A License to Print Money? 🖨️🪙 Gold is the ultimate store of value. But gold mining is often an operational nightmare: Strikes 🛑, inflation 💸, and exploding costs for diesel and machinery eat up the profits. Wheaton Precious Metals plays a different game. No excavators. No holes in the ground. No dirty hands. 🚫⛏️ They are the "Merchant Bankers" of the sector: They finance mines upfront and get the precious metal at a bargain price in return (capital cost arbitrage). The result is a financial fortress: Fortress Balance Sheet: Net debt-free & $1.2B in cash. Margins: Over 70 cents of Free Cashflow for every dollar of revenue. The Catch: A P/E ratio of >50. Is this pure madness or the justified price for financial sovereignty? 🤔 In the article: Why the streaming model beats inflation, the "double growth turbo" for 2025 🚀, and why I, as an Alien, value this stock differently than the rest of the market. 👉 Read here:

🥇 Wheaton Precious Metals (WPM) – Die Lizenz zum Gelddrucken? | Alien Investor

Aktienanalyse Wheaton Precious Metals (WPM) – Streaming statt Minenbetrieb: Cashflow-Qualität, Burggraben, Wachstumstreiber und das Bewertungsri...

Check out the blog for deep dives on Berkshire, Alphabet, Amazon, Rollins, Sika, and more. No financial advice. 👽 #Gold #Investing #Stocks #WPM #Inflation #Finance #Nostr

English: Merry Christmas. Don’t believe the news. It’s all propaganda.👽😻🌔🔥⛄❄🎄

GM Alien frens. Enjoy your Sunday and keep becoming more free. A good start: don’t watch the news, don’t read newspapers, no doom scrolling. 👽🌄☕

🧅 Wasabi Wallet: CoinJoin & privacy — my research I find the topic interesting, but I haven’t used Wasabi myself. This article is research only (docs, concepts, risks) — not a hands-on guide. 🛑 Warning: tools like this are often treated as “mixing” / AML risk by banks & exchanges. Expect questions or even freezes. 👇

Wasabi Wallet: CoinJoin, Einrichtung & Privatsphäre – meine Recherche 🧅 | Alien Investor

Wasabi Wallet erklärt: Was ist Wasabi, wie funktioniert CoinJoin (WabiSabi), was bringt es wirklich – und wo sind die typischen Fallen. Hinweis:...

Real peace of mind is rare. It doesn’t come from ignoring the world, but from knowing your future doesn’t depend on someone else’s permission. The network never sleeps, so today, you can. Enjoy the silence and the time with your loved ones. -Alien Investor

Ownership is a spectrum. "Street Name" Stocks: You own a claim against a broker. (Lowest tier) Direct Registration (DRS): Your name is on the company ledger. You own the equity. Bitcoin Self-Custody: You possess the asset mathematically. No counterparty. (Highest tier) As an investor, I aim to move up this ladder. "Not your keys, not your coins" applies to every asset class in spirit. If you can’t verify it, you don’t truly own it.

🔥🛢️ New on the Alien Investor Blog: Exxon Mobil (XOM) vs. Chevron (CVX) – Clash of the Fossil Titans 🛢️🔥 Energy is the engine of the world 🌍. Both supermajors secure the foundation of our civilization 🏗️. Both are reliable dividend payers 💸. But a direct comparison reveals an anomaly ⚠️: While Exxon shines with a "Tank Balance Sheet" 🛡️ (5% debt ) and appears fairly valued (P/E ~17 📉 ), Chevron trades significantly more expensively (P/E ~21 📈 ) despite a cash flow gap and higher debt. In the article: The direct balance sheet showdown 🥊, the Pioneer vs. Hess strategy 🗺️ & why one titan currently has the mathematical edge 🏆. 👉

🔥🛢️ Exxon Mobil (XOM) vs. Chevron (CVX) – Kampf der fossilen Titanen | Alien Investor

Fundamentaldaten, Bewertung, Chancen & Risiken: Exxon Mobil (XOM) vs. Chevron (CVX) – ein langfristiger Vergleich der Supermajors aus Eigentümer...

In the blog, you will now find several detailed stock analyses (including Berkshire, Alphabet, Amazon, Rollins, Sika) – new exciting stocks are added regularly. It's worth stopping by. 👽 No financial advice.

Cypherpunks are not nostalgia from the 1990s. They are the last line of defense against digital dispossession. No posters. No statues. No applause. Only mathematics, code — and backbone. That is why cypherpunks are the heroes of our time.👽💛

New on the Alien Investor Blog: 🛢️ Chevron (CVX) – The expensive bunker of energy supply. While the world gets distracted by digital noise, Chevron keeps the industrial bloodstream flowing. It is a financial fortress, but the recent Hess acquisition and a P/E ratio of ~21 make it a pricey entry right now. Is it a safe haven or a value trap? Inside the analysis: The valuation anomaly (historical vs. now) The Guyana growth engine & Hess integration A critical look at Cashflows vs. Buybacks Read the full analysis (German) here: 👇

🛢️ Chevron (CVX) – Der teure Bunker der Energieversorgung | Alien Investor

Aktienanalyse Chevron (CVX) Ende 2025: Bewertung (KGV 21), Hess-Integration, Guyana-Wachstum und Cashflow-Check. Einordnung aus Eigentümer-Perspek...

Think like an owner. Don't trust, verify. #Chevron #Oil #Investing #ValueInvesting #Energy #Nostr

📜 New on the blog: Cypherpunks Manifest Bitcoin is not a product and not an investment gimmick. It is a tool for sovereignty 🔑 The Cypherpunk ethos is essential for the preservation of freedom 🗽 in an increasingly surveilled, digital world 🕵️‍♂️💻 The manifesto outlines the core principles behind Bitcoin: 🔐 self-custody 🖥️ running your own node 🕶️ privacy 🛠️ open source 🧠 personal responsibility 👉

📜 Cypherpunks Manifest – Das Bitcoin-Ethos | Alien Investor

Cypherpunks Manifest: Souveränität, Privatsphäre, eigene Schlüssel, eigene Nodes. Das ethische Fundament von Bitcoin – klar, kompromisslos, z...

Don’t trust. Verify. 👽