500 coins for everyone for 3 more days + US government may sell 69,370 Bitcoin worth billions + TSMC beats estimates thanks to NVIDIA + Novo Nordisk expands AI partnership with Valo

500 coins for everyone who shares their Rewind on Instagram and tags us

• Christian explains more about this in his post. Not only can you get 500 coins each, but you can also take part in a competition to win up to €250. https://app.getquin.com/en/activity/IchLDXGEEp

US government may sell 69,370 Bitcoin $BTC (+2.29%)worth billions - price plummets

• Over 69,000 Bitcoin that were stolen from a darknet marketplace and later confiscated may be sold.
• But Donald Trump is against it.
• https://www.heise.de/news/Gericht-US-Regierung-darf-69-370-Bitcoin-im-Milliardenwert-verkaufen-10233570.html

TSMC $2330beats estimates thanks to NVIDIA

• Taiwan Semiconductor Manufacturing Co (TSMC), the world's largest contract manufacturer of semiconductors, reported a jump in revenue in the fourth quarter of 2024 to T$868.42 billion (USD 26.36 billion).
• The company thus exceeded market estimates of T$853.57 billion (USD 25.90 billion) and confirmed its own forecast at the same time.
• The increase in sales was largely driven by the growing demand for AI applications.
• Compared to the same period last year, when sales amounted to USD 19.62 billion, this corresponds to a strong increase of 34.4%.
• In December alone, TSMC recorded sales of T$278.16 billion, which corresponds to growth of 57.8% compared to the same month last year.
• TSMC, whose customers include Apple and Nvidia, is benefiting greatly from the global trend towards artificial intelligence.
• While demand for semiconductors for consumer electronics - such as tablets - slowed down after the pandemic, the boom in AI-based technologies compensated for this decline and strengthened TSMC's market position in the long term.
• TSMC will present its full fourth quarter results and outlook for the current year on January 16.

Novo Nordisk $NOVO B (+0.55%)expands AI partnership with Valo

• Valo Health, a US-based technology company, announced on January 8 that it will expand its existing agreement with Novo to develop new treatments for cardiometabolic diseases using AI and personal data.
• In September 2023, Novo and Valo had already signed an agreement to develop 11 drugs.
• The expanded agreement now provides for collaboration on the development of up to 20 new treatments for obesity, type 2 diabetes and cardiovascular disease.
• Last month, one of Novo's drug candidates, CagriSema, showed lower-than-expected weight loss in clinical trials, affecting the company's plans to launch a successor to its popular weight-loss drug Wegovy.
• Novo is working to develop an even more effective weight-loss drug than Eli Lilly's.
• Analysts estimate that the market for anti-obesity drugs will reach a volume of 150 billion dollars in the next decade.

Friday: Stock market dates, economic data, quarterly figures

• ex-dividend of individual stocks
• Repsol EUR 0.48
• Iberdrola EUR 0.23
• Verizon Communications USD 0.68
• Mastercard 0.76 USD
• AT&T USD 0.28

• Quarterly figures / Company dates USA / Asia
• Untimed: Delta Air Lines quarterly figures

• Quarterly figures / Company dates Europe
• 08:00 Sainsbury Q3 sales

Economic data

08:00 DE: Turnover in the service sector October FORECAST: n.a. previous: +0.3% yoy

08:45 FR: Industrial production November PROGNOSE: -0.1% yoy previous: -0.1% yoy | Private consumption November PROGNOSE: +0.1% yoy/-0.2% yoy previous: -0.4% yoy/+0.4% yoy

14:30 US: Labor market data December employment ex agriculture PROGNOSE: +155,000 yoy previous: +227,000 yoy Unemployment rate PROGNOSE: 4.2% previous: 4.2% average hourly earnings PROGNOSE: +0.3% yoy/+4.0% yoy previous: +0.4% yoy/+4.0% yoy

• 16:00 US: Consumer Sentiment Index Uni Michigan (1st survey) January FORECAST: 74.0 PREVIOUS: 74.0

Last year, there was a distinct lack of snow in December. Instead, the portfolio did really well and I made progress with my crypto sell-off strategy. A small cold in the fall, despite taking good precautions, set me back in terms of ice bathing and hiking, but fortunately I was healthy again by Christmas. Unfortunately, that wasn't all... Time for a look back.

I present the following points for the past month of December 2024:

➡️ SHARES

➡️ ETFS

➡️ DISTRIBUTIONS

➡️ CASHBACK

➡️ AFTER-PURCHASES

➡️ P2P CREDITS

➡️ CRYPTO

➡️ WHAT IS REALLY IMPORTANT

➡️ OUTLOOK

➡️ Shares

$AVGO (+0.17%) is back on the tube. Wow, at +276%, the stock is now up for me. After the share cooled down a little, it went to the moon again in December.

$NFLX (+0.46%) and $SAP (+0.58%) are on a par with the previous month in terms of performance and are still in 3rd and 4th place in terms of volume. $WMT (-0.24%) . The retail chain will soon become a doubler for me.

The red lanterns will once again go to the usual suspects $NKE (-0.37%) , $DHR (-0.26%) and $CPB (+0.17%) . In terms of performance, all three stocks are down between -30% and -20%. They are the smallest positions in my main share portfolio with the $DHL (-0.62%) However, across all portfolios, the smallest positions are the new additions $SHEL (-0.6%) and $HSBA (-1.08%) .

➡️ ETFs

The ETFs are doing their thing as usual. This month, I immediately invested a refund from the previous year's utility bill in the $GGRP (-0.17%) and $JEGP (+0.03%) invested. I'm always expanding this asset class in particular with cash inflows. I don't care about timing. The money should go into the assets so that the stream of distributions keeps growing. I buy income and want cash flow.

➡️ Distributions

I received 34 distributions on 14 payout days in December. I am grateful for this additional income stream. My minimum target has been met anyway in this high-distribution month. The snowball rolling down the slope is getting bigger and bigger.

I already donated part of the dividend at the beginning of the month. This is based on the conviction that you can (and should) give something back, no matter how small, if you have the opportunity to do so.

➡️ Cashback

In November, I received €6 from redeemed Payback points, the equivalent of which I transferred from my grocery account to my settlement account. As already mentioned, there was also a credit from the utility bill. REWE and Penny have now separated from Payback, while Edeka, Netto Markendiscount and Marktkauf have joined. All three new stores are not in my immediate vicinity, which is why I will earn fewer Payback points in future. I will most likely collect the points mainly at DM. REWE and Penny now have their own bonus programs. REWE's will be exciting, as I can also save up credit with my purchases. I will deduct this discount from my grocery account and invest it in the same way as before. I'll see over the year whether it pays off more than Payback did back then.

➡️ Subsequent purchases

As already mentioned, there were additional purchases at $JEGP (+0.03%) , $GGRP (-0.17%) and $SPYD (+0.05%) . I always invest every little return or leftover money to further increase my portfolio. This buys me freedom.

➡️ P2P loans

I was finally able to get rid of Peerberry. Now only Mintos is hanging on my leg like a log. A mid-double-digit amount, which has long since defaulted, is still waiting to be refunded or written off.

This asset class will soon be history for me.

➡️ Crypto

All in all, December was another exciting month for crypto investors. Limit orders were triggered again for me. The last tranches $LINK (+3.13%) have left me, as has a first tranche $UNI (+4.93%) and a first tranche $BTC (+2.29%) . I have invested the proceeds in $HSBA (-1.08%) and $SHEL (-0.6%) invested in the separate portfolio. I have already explained my underlying strategy in detail, which you can read about in my articles. Recently, the crypto market has been in a sideways phase again. I'm hoping for another breakout in January to trigger further limit orders, as I still need to buy a security so that the separate portfolio pays me a return each month. So far, only two out of three quarterly months are covered. The two new stocks have even performed well in this short period of time, gaining around +3.6% within a month. The last purchase will perhaps be an ETF. You will see more about this in the coming reviews. I am already looking forward to collecting again in the coming bear market and will then certainly write an extra post with the levels at which I will gradually enter again.

➡️ What is really important

I remember December as a good month in financial terms, but unfortunately Christmas was overshadowed by tragic events this time.

After recovering from my cold at the beginning of the month a few days before Christmas Eve and getting back to my daily routine (consisting of work, running, ice swimming, hiking and my love of finance), I received the terrible news from Magdeburg. I am simply stunned and ask myself "why?". I am not affected, I am not one of the bereaved and I don't know any of the victims, the wounded or the bereaved personally, yet this event brought me down on the evenings around the Christmas holidays. Loyal readers know that I am working on a closer relationship with my ex's kids. Even though my blood doesn't run through their veins, questions ran through my mind about what if they were affected by the horrific act, or me? It could have happened anywhere. At least in the event of my untimely demise, I also made appropriate arrangements in the last few days of the year to ensure that what I leave behind ends up where I want it to be. I spent the turn of the year with the kids and the time I spent with them was the best end to the year imaginable. It's nice when connections continue to exist and you remain part of the life of the Kampfzwerge and can continue to accompany them through life.

➡️ Outlook

New year, new luck. I'll be surprised what the new year will bring. There will be a separate post for the evaluation of 2024 as a whole. I'm particularly happy because I exceeded an important goal despite a few expenses.

Links:

Social media links can be found in my profile, you can also check out the Instagram version of my review.

$BTC (+2.29%)

Thailand has launched a pilot project in Phuket that aims to integrate Bitcoin $BTC (+2.29%) and other cryptocurrencies into the tourism industry. The aim is to attract crypto investors and digital nomads. To this end, measures are being taken to prepare companies, hotels and restaurants for cryptocurrencies. This will make it easier for travelers to pay with Bitcoin and Co. The project aims to position Phuket as an innovative destination and at the same time strengthen tourism through technological developments. If successful, the concept could be expanded to other regions in Thailand.

https://fintechnews.sg/106216/thailand/thailand-crypto-payment-phuket/

Good evening getquin community,

I would be interested to know....

Do any of you have a $BTC (+2.29%) savings plan in place?

If so, how often (weekly, monthly, ...) does your savings plan run and, above all, when (day of the week)?

You can also tell us how much you invest in a savings plan, but of course you can also keep it private. 😊

I look forward to every answer! 🐍

A US court has cleared the way for the liquidation of 69,370 seized bitcoins from the dark web marketplace Silk Road. The US government could thus collect 6.5 billion dollars and get one over on future US President Donald Trump - but not without obstacles.

According to a leaked court document from December 30 this week, US District Judge Richard Seeborg has finally approved the sale of the largest Bitcoin holdings ever seized at federal level. The cryptocurrencies originated from Silk Road, an illegal dark web platform that was shut down in 2013. They represent the remains of transactions related to illegal activities.

With this decision, the claims of several plaintiffs have been finally dismissed. These include the investment firm Battle Born Investments, which had asserted its ownership rights as part of insolvency proceedings involving a person it believed to be the original owner.

The decision comes at a politically charged time, shortly before Donald Trump's inauguration on January 20. The US president-elect, who said at a crypto conference in Nashville last July: "Never sell your Bitcoins", also promised to create a strategic Bitcoin reserve. Selling the coins already owned by the state is therefore unlikely to be in his interest.

However, the ruling alone does not guarantee immediate liquidation, as asset forfeiture at the federal level involves multiple administrative steps and potential appeal options.

But it's not just the bureaucratic hurdles that make a sale of Bitcoin before Donald Trump's inauguration unlikely. It's also common for government agencies not to take controversial actions during the transition period before a new president takes office. Although the Democrats oppose Trump, they are likely to place more emphasis on their "good guy" image, which they campaigned on.

What impact do you think this will have on the $BTC (+2.29%) will have or, if it is implemented, how low it could fall

Hi dear community!

I would like to hear your feedback.

I currently have a savings rate of 2k per month and am building up a cash position (at 2k currently).

The following positions are saved via a savings plan:

$VWRL (-0.11%) 100€ pM

$BTC (+2.29%) 100€ pM

$JEDI (-0.38%) 100€ pM

The remaining €1700 is therefore available for individual purchases.

As an example, I am currently waiting for an entry point at $NU (+0.8%)

A quick word about me... In my mid-30s and neither getting a euro nor any financial intelligence "from home"... Social cases, alcoholics, drugs etc.

My big goal is to be financially free and currently I still have a condominium (~280k € value, bought very cheaply - luck!) which still has to be paid off with ~9k €. That means the project will be completed in 2025.

In the future, I don't want to live such an ascetic life and buy myself something nice from time to time.

Thanks for your great contributions here and the community :)

Regards

Tobi

Interest rates will fall much more slowly + Bitcoin continues to weaken + Online pharmacy Redcare grows strongly in 2024 as expected

The latest FOMC minutes suggest that it is time to slow down the pace of interest rate cuts. The FED emphasizes that the high uncertainty requires a gradual approach and there is a risk of persistently high inflation, while trade and immigration shifts may affect the slowdown in disinflation.

Bitcoin $BTC (+2.29%)continues to weaken

• Bitcoin continued to weaken in early trading on Thursday, falling back to levels seen at the end of 2024.
• The oldest and best-known cryptocurrency cost around 94,200 dollars on the Bitstamp trading platform in the morning.
• Bitcoin thus extended its recent losses.
• At the beginning of the week, one Bitcoin still cost almost 103,000 dollars.
• Sharp price fluctuations are quite normal for Bitcoin.
• In the past two years, the value has increased significantly.
• Investors on the crypto market are eagerly awaiting the inauguration of Donald Trump on January 20.
• Bitcoin supporters are hoping for the introduction of a strategic Bitcoin reserve and a relaxation of regulations.
• Trump's re-election was one of the reasons for Bitcoin's surge last year, with the price climbing to more than 108,000 dollars in mid-December.

Online pharmacy Redcare $RDC (-0.87%)grows strongly in 2024 as expected

• The online pharmacy Redcare Pharmacy (formerly Shop Apotheke) benefited greatly from growth with electronic prescriptions in Germany in 2024.
• Last year, turnover increased by 32 percent to 2.4 billion euros compared to 2023, as the MDax-listed company surprisingly announced in Sevenum on Thursday.
• Growth was broadly in line with analysts' expectations.
• Sales of prescription drugs increased by 64 percent to 749 million euros.
• In Germany, this area has been growing particularly since the middle of the year.
• Over the year as a whole, sales of prescription medicines in Germany increased by 69 percent to 254 million euros, with growth accelerating significantly over the course of the year. In the fourth quarter, it amounted to 142 percent.

Thursday: Stock market dates, economic data, quarterly figures

US stock markets remain closed on the occasion of the National Day of Mourning in honor of former US President Carter

• ex-dividend of individual stocks
• Mastercard Registered USD 0.76

• Quarterly figures / company dates USA / Asia
• 13:00 Walgreens Boots Alliance Quarterly figures

• Quarterly figures / company dates Europea
• 06:00 Sika AG Annual sales
• 07:30 About You quarterly figures
• 08:15 Traton Pre-Close Call Q4
• 09:00 Munich Re Natural Catastrophe Report 2024
• 17:45 Airbus incoming orders and deliveries of commercial aircraft 2024
• 18:30 Airbus PK

• Economic data

08:00 DE: Trade balance November trade balance calendar and seasonally adjusted FORECAST: +15.6 bn euros previously: +13.4 bn euros Exports FORECAST: +2.0% yoy previously: -2.8% yoy Imports FORECAST: +0.8% yoy previously: -0.1% yoy

08:00 DE: Production in the manufacturing sector November seasonally adjusted PROGNOSE: +0.5% yoy previous: -1.0% yoy

11:00 EU: Retail Sales November Eurozone PROGNOSE: +0.3% yoy previous: -0.5% yoy

$IREN (+1.29%)

This small cap builds and operates data centers to support high-performance computing (HPC) applications such as mining and AI. $BTC (+2.29%) mining and AI, using low-cost renewable energy sources.

IREN Limited, formerly Iris Energy Limited, is an Australian-based company that owns and operates data centers powered by 100% renewable energy. Its facilities are optimized for Bitcoin mining, artificial intelligence (AI) cloud services and other power-intensive computing. The mining data centers are located in Canal Flats, Mackenzie, Prince George and Childress. Bitcoin Mining provides security for the Bitcoin network. Al Cloud Services provides cloud compute for Al customers, 1,896 NVIDIA H100 and H200 GPUs. The Canal Flats facility is located in the Canadian Rocky Mountains, 100 kilometers (km) from Cranbrook Regional Airport and 500 km east of Vancouver. Its facility is located in Prince George, the city in northern British Columbia, 500 km north of Vancouver. The facility is located in Childress County, Texas, more than 250 miles northwest of Dallas and in close proximity to several wind and solar power plants in the region. The company operates 200 MW of data centers in Childress.