Greatest fumble I had in 2025 was exiting these SLV calls in August instead of stacking more.
Wasn’t due to a lack of conviction - just chased what I thought would be a faster horse.
The $50 calls have pulled a 20X from where they were in June with no signs of slowing down.
Could have aped into them in SIZE.
Generational missed opportunity because I got greedy and wanted to rotate early so I could “stack more before they really started to send.”

I wouldn't sleep on $SILVER here.
Slowly been stacking $SLV Jan '27 OTM calls.
Gold has already 50% above its previous ATHs, and Silver has historically lagged slightly behind any of Gold's major moves. It also has typically been a higher beta (more volatile) play...
The cool

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2025年我最大的失误就是8月卖出这些SLV看涨期权，而不是继续加仓。

这并非因为我缺乏信心——只是盲目追逐我认为会涨得更快的股票。

这些50美元的看涨期权从6月的价格上涨了20倍，而且丝毫没有放缓的迹象。

我本可以在SIZE上跟进买入。

错失了千载难逢的机会，因为我太贪婪了，想提前轮动，以便在它们真正开始上涨之前「加仓」。

12月25日，FPT集团与GELEX集团在河内签署了区块链技术领域的战略合作协议。根据协议，FPT和GELEX同意在以下领域开展全面合作……

FPT与VIX Securities合作，在越南建立资产交易所。

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微策略 Strategy 再砸 1 亿美元买入 1229 枚比特币，总持仓突破 67.2 万枚 BTC

Would have had another full year to roll them / watch them play out essentially risk free.
Still see Silver heading to $200-$300.

本来可以再有整整一年的时间去展期/观望，基本上可以零风险地持有这些部位。

我仍然认为白银价格会涨到 200-300 美元。