JP415 retweeted
BREAKING $GRAB @Citi bought 31.6M shares👀🐂
13F Filing - Citigroup Inc($3T AUM) started a brandnew position on $GRAB with 31,678,869 shares or $107M bet.
It kind of wild how "they" are FOMOing back or How Citadel bought the the bottom 3 months ahead of everyone 😂.
This is why I dont time the market.
Retail investors can't win this timing game.
Source: sec.gov/Archives/edgar/data/…
$GRAB | I revised my personal PT FY2027 to $15 due to✍️
~Sharp drop in Oil price, could be $60-$80 quickly.
~I called 10y yield topped weeks ago, and I was right
~Significant improvement on macro condition for the next 6-12 months+
~ Grab concentrating on growing MTUs, and acknowledged they have a driver shortage problem, which I been talking about this for months or last year now.
At my personal PT $15 by end of 2027 would imply
20-25x FY2028 PE (with 30%+ revenue growth)
Macro Condition is going to improve, which will lead to global yield trending down, and that will help fuel more growth and easier financial condition, particularly in SEA.
Not Financial Advice! DYOR!
JP415 retweeted
Founders Fund, Pantera and Bullish bet $5M on @anvil_xyz's governance token
thestreet.com/crypto/markets…
JP415 retweeted
Last week, Peter Thiel’s @foundersfund led a $5M token buy in @anvil_xyz.
The same week, @cryptosmiff sat down with Anvil founder @trspalding in Singapore for Conviction.
The full story on the universal collateral layer 👇
00:00 Intro, Singapore
01:03 2011: the internet never had money
09:38 Seven years at Flexa
15:23 Founders Fund's token buy
18:32 Expanding what counts as collateral
22:52 The Vegas default: who gets your Pokémon cards?
26:04 The $50K car problem
28:20 What's next for Anvil
29:39 AI won't have a credit score