
Alešandre Kaufmann
@AlexandreRK79
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Professional equity investor. No financial advice.
Zurich, Switzerland
Joined July 2023
RT @elonmusk: Tesla is training a new FSD model with ~10X params and a big improvement to video compression loss. Probably ready for publiā¦.
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RT @Swan: "There's never a bad time to buy Bitcoināit's a million-dollar asset in the near future.". @BenWerkman, CIO @Swan, joins The Blocā¦.
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RT @sahouraxo: Wow. A massive march for Palestine today in Sydney, Australia. A sea of people demanding an end to Israelās genocide in Gaā¦.
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listening to @Gs_Karam first conf call as a leveraged bitcoin company and it is worth hearing it:
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RT @EricBalchunas: Amazing stat: 75% of the investors who bought $IBIT ($87b via one million people) were first time customers of BlackRockā¦.
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theory that new sizeable LBEs offerings with entry point at/close to mNAV may be compressing s-t the mNAV at @H100Group @_ALCPB @Strategy , who knows, and if it is the case, key remains btc yield & āmonths to cover the mNAVā. if mNAV contracts then you can harvest less btc yield.
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$SQNS guys: chillax. prior to btc pivot, co had $46m at Q1 2025 with debt of $4.8m. Then, end of june, two things that speak in favor of mgmt: 1) bitcoin pivot, 2) that they are going to use @Swan's help. Since then, they managed to raise a huge amount of capital for such a.
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RT @maxkeiser: .@saylor scooping up all the BTC on exchanges and forcing a move higher as part of his plan to fabricate a āhalvingā ahead oā¦.
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