Happy Birthday $ETH! π
Replying to @follis_
Weirdly enough I pulled up this same comparison earlier today. I can see it
Replying to @brian_armstrong
Coinbase CEO admits he has no clue what is happening on Base which is their biggest product.
Interesting strategy sir.
Wow, this @Ostium hack stings.
Been insanely sick this week so just now catching up on what happened.
This morning, between 14:18β14:23 UTC, Ostium experienced a security issue leading to a loss of funds from the public OLP vault. Our team identified the issue within minutes and immediately began taking steps to contain it, including coordinating to pause trading contracts within the hour. We are working closely with relevant law enforcement authorities, SEAL 911, and third-party cybersecurity experts.
No founder ever wants to deliver an update like this. We recognize the responsibility that comes with building infrastructure that people choose to use and trust. We take that responsibility seriously, and our focus is on resolution and responding with transparency and accuracy.
To the stablecoin issuers, bridges, protocols, and security partners who have moved quickly to assist us: thank you for your continued support.
We will continue to provide updates as they arise.
This has been the biggest issue with X for a long time.
Hopefully this fixes the issues and its worthwhile to build content again.
We're rolling out a small tweak to boost visibility of your posts to your mutuals (people who you follow back).
We noticed this data was missing from the algo and it made your friends appear less in your replies. This resulted in the reply section feeling more like a battleground with people you don't recognize.
This should also help clusters form around interests more easily, which many people have asked for.
Is there a catch?
If not, thatβs one of the more impressive customer acquisition offers Iβve ever seen.
Activity on this app is about to explode.
BREAKING: π Money is reportedly launching with 6% APY, up to $10M in FDIC insurance, unlimited 3% cashback and a physical Visa metal card.
Investors have been targeting assets with heavy cash flows and The Clarity Act is nearly complete.
Iβm expecting DeFi to outperform most majors over the next ~6-12 months.
Replying to @x_max_forward
Youd rather listen to the traders that shilled crypto the entire way down?
My feed is filled with $MSTR and Saylor discussion.
The time to offload crypto was when the first DAT started selling to buy back stock.
Microstrategy selling will be the opposite, they are the last DAT to sell in order to recapitalize.
Whenever MicroStrategy eventually funds multiple years worth of dividends, itβs likely a bottom for the market.
Iβve been warning and held the same opinion about the DAT unwind since $BTC was $115k.
Have patience, no need to rush back into $BTC until the $MSTR strategy is revealed.
We are getting close. Itβs almost time to pay attention to crypto again.
The Stock Market DATs are toxic.
MicroStrategy worked for years because there was no competition from other treasury companies.
Once there is competition, they have fiduciary responsibilities to shareholders. Due to that, whoever sells first wins.
$MSTR and other DATs are all dumping on each other which is reflexive. The DATs that sell first win because it crashes their competitors NAV and then the Equity Value of Shares is destroyed with it.
We are in an environment where there is no new capital flowing in and these companies need to sell in order to survive. All of the fresh capital and debt has been leveraged already.
The Strongest DATs who manage to create cash flows organically will survive, others will continue to head towards zero.
Once the failed DAT headlines slow and the remaining companies have stable business models, thatβs when crypto will bottom.
Follow the Cash Flows and Liquidity π
The AI Trade has been covering up how bad the rest of the market looks.
Most people do not realize how many tech giants are already deep bear market territory.
Tech Stocks From Record Highs:
1. Coinbase, $COIN: -69%
2. Oracle, $ORCL: -57%
3. Salesforce, $CRM: -57%
4. ServiceNow, $NOW: -56%
5. Netflix, $NFLX: -48%
6. Palantir, $PLTR: -48%
7. Microsoft, $MSFT: -37%
8. Meta, $META: -32%
9. Arm Holdings, $ARM: -27%
10. Broadcom, $AVGO: -26%
11. Marvell Technology, $MRVL: -20%
12. Nvidia, $NVDA: -19%
13. Amazon, $AMZN: -19%
14. Alphabet, $GOOGL: -17%
15. CrowdStrike, $CRWD: -15%
16. Apple, $AAPL: -14%
17. Taiwan Semiconductor, $TSM: -12%
The S&P 500 won't tell you this.
Replying to @fresh_kickin
I bought before the WSB crowd based on actual fundamentals.
Personally I think there is a decent chance $SPCX opens at $300+ making it a $5T+ company. Whole sector will likely rerate higher.
$SPCE looks very cheap at $600M MC with a stacked roadmap.
xitter.cf/smallcapscience/statusβ¦
Been watching @virgingalactic closely and finally aped into $SPCE shares.
Thesis:
- Cheap Space Exposure for SpaceX IPO
- $400M MC
- First Insider Share Purchases in 6+ Years on May 19th
- $185M Backlog w/ $70M+ Customer Deposits ($750k per person)
- May 27th Successful Glide Tests
- New Ships Ground Testing w/ Full Live Tests in Q3 2026
- Commercial Launch Q4 2026
- Only Space Company Focused on Space Tourism w/ Blue Origin Suspending Opps
- Payload or Research Partnership Announcements Would Rerate Stock 2x+
- 25%+ Short Interest
- Private Warrants Exercising @ $6.70 Would Raise $200M+ and Transform Financial Health.
Hope this helpsβ¦ To Infinity and Beyond! π
Told you $SPCE below $5 was free money and that it was heading to $7+ before the SpaceX IPO.
$SPCX IPO is tomorrow and $SPCE is gaining momentum fast⦠see you at $7+!
$SPCE trading below $5 again is crazy.
Iβd be shocked if we donβt see this back above $7 before the SpaceX IPO.
Position Accordingly β










