Beautiful day today weather wise. We had a day off, unfortunately things didn't go quite like we had expected. We still have been able to get outside for a walk earlier in the day.
Tomorrow is back to work and back to the office. It is also one of the rare days that I have to be in the office before nine in the morning so that I can make the in person meeting with my manager, our chief technology officer, vendor representative and our product owner.
Vendor is switching to a fully AI system that we don't really need, we just need a content management system and that was one of their products that they sold and now they combined all of their products into one Azure AI SaaS offering driven by a bunch of AI Agents.
Not sure we need, want that and how easy is the migration path is from our self hosted Azure Kubernetes system. It would also have to be a migration from .NET Framework MVC architecture to headless react based architecture in order to be hosted in their cloud offering.
I don't think there is a lot of appetite for a major migration effort in the current environment. And we don't need most of the stuff they are pushing.
Outside this work stuff it sounds like the government shutdown is finally getting resolved. There is opposition to it in the house of representatives, but I have a felling that it would pass after it cleared the senate.
This should pump back liquidity into the markets and that should be good for crypto and especially the altcoins. Hive has been showing some signs of life in the recent days with a couple small pumps, though it seems to be going back down.
It is holding about twenty percent above it's recent lows. Silver and gold are going up again and I might be looking to exit my remaining Silver holdings if we get another big leg up here. I believe Silver and gold might continue going higher, but upside potential doesn't justify downside risk here.
Risk reward is just not there anymore for me and I would probably move the funds into money market funds until we get a decent correction and then reposition into high growth potential sectors that might benefit from AI, robotics and other technology trends of the future.
Splinterlands has only a few days left in the season and I see SPS rental market getting a lot tighter. I have seen bids for SPS at double the minimum price which brings yield on the rented SPS to over six percent and that in addition to the staking yield is starting to look juicy.
I noticed that a lot of the Fortune Draws winners last week had their entries in two hundred entries range. I had mine in four hundred range and didn't win, so I am not pushing as much this week.
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