Like many others, this past month has been brutal for Growth and SPAC investors. Rather than focusing on the daily action of my portfolio and the sentiment across Fintwit waning, I decided to dive headfirst into the world of NFTs, Discord, and OpenSea and boy has it been a wild month! 

Over the past 3 weeks, I’ve joined the Bubblegum Kids, Alien Frens, CryptoMories, Cosmodinos, and even the LinksDAO. Like many others, I didn’t really take NFTs seriously, and my first attempt at joining the trend back in October was a failure, with what we call a “rug-pull.” 

I’ll be posting a much more in-depth review of what I learned, what I see for the future of NFTs and a couple of low cost projects that I plan on getting involved in down the line. 

With what started as a 1 ETH investment on December 20th has more than 10x’d to a current value of 12.5ETH. 

I look forward to sharing what I learned and what the future looks like… here are a couple of the projects I’m in on!

#AlienFrens

![image](https://cdn.commonstock.com/7cbe66f7333507c5c1bbefabcf35dd0079bbd807b84603fd7eea237a13182290-1024x1045.png)

#CryptoMories
![image](https://cdn.commonstock.com/c17a5088c24f2d0f76d45ab876d7ffffa690bd6e1282c0783ef5de37569276ea-1090x1078.png)

#Cosmodinos
![image](https://cdn.commonstock.com/73cbb6e5a6a0ea0905b4aaaf75f059266d16b608ec9f7d32cfa6aeff3a76e883-986x991.png)




Immersing Myself in the NFT World Over the Holidays and What I Learned

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 

Public Portfolio

Taylor

MP Materials Corporation - Class A

Today, Grizzly Research released a short report on one of my holdings, $MP, a rare earth mining company headquartered in Las Vegas, Nevada, and operates the only rare earth material mine in the Western Hemisphere. The main concern noted is how $MP sells the majority of their mined material back to China and a Chinese investment company that owns 8% of the company has direct ties to the government. 

In my research of this stock back in July, I raised this point on Twitter and actually got a response back from the official **$MP** Twitter page. 

![image](https://cdn.commonstock.com/7078877bda1eb979e52d5aeeac333aec8f8930c4b8192d8435bcea77a7a159e5-1170x2532.png)

As you can see from my tweet, I was a little fired up when a company that I thought was focusing on bringing pride back to this aspect of the supply chain had significant ties to China. 

I haven’t had time to digest the report yet, but from what I have seen, the short company had a short position in place, and the stock dropped over 12% today. 

More to follow, but I will be interested to hear if the company addresses the report on its earnings call next Thursday, November 4th. As of now, I am still #Long 

Chinese Communist Party Headwinds Continue…

First NFT Mint Experience!

Introducing Ghost Bro #253

Wanted to see what the hype was around the NFT minting and market place, joining discord’s, watching YouTube videos, and reading roadmaps. This was the project I decided to jump in on. Still early on in the adoption process for the collection, but it was cheap enough and easy enough for the first time… will write up a longer post on the experience overall, but I have to say…. I didn’t think I would be this hyped for just a JPEG…. #WAGMI![](https://cdn.commonstock.com/8de39c7a1f2630bade355955bee4e611cd597ee72b9dd44569e4dfb7471f6994-1125x1640.png)

Desktop Metal Inc - Class A

Bought 53% more DM

Matterport Inc - Class A

Bought 50% more MTTR

Redwire Corporation

Sold all RDW

General Motors Company

Sold all GM

BigBear.ai Holdings Inc

Sold all BBAI

Arrival

Sold all ARVL

ChargePoint Holdings Inc - Class A

Sold all CHPT

Advanced Micro Devices Inc.

Sold 23% of AMD

Astra Space Inc - Class A

Sold all ASTR

Sold all CORZ

SoFi Technologies Inc

Sold all SOFI

AgEagle Aerial Systems Inc.

Sold all UAVS

PayPal Holdings Inc

Sold 39% of PYPL

Wejo Group Ltd

Sold all WEJO

Roku Inc - Class A

Sold all ROKU

Plug Power Inc

Sold all PLUG

Gores Guggenheim Inc - Class A

Sold all GGPI

DocuSign Inc

Sold all DOCU

Rocket Lab USA Inc

Bought 71% more RKLB

Planet Labs PBC - Class A

Bought 100% more PL