BarishBias
@BSerifsoy
Followers
3K
Following
3K
Media
129
Statuses
2K
Fiercely independent thoughts on BTC and BTC derivatives
Joined June 2017
Now even more so…
2
1
17
Ok - I was barish…
Some hopium for fellow $SMLR-sufferers: .I took a deep look at Semler's new cardiac diagnostics venture — CardioVanta. If executed properly, this could mark a major pivot back to growth. Here's the roadmap + how it could push $SMLR's valuation over $1B.👇. What is CardioVanta?.A
3
1
17
Some hopium for fellow $SMLR-sufferers: .I took a deep look at Semler's new cardiac diagnostics venture — CardioVanta. If executed properly, this could mark a major pivot back to growth. Here's the roadmap + how it could push $SMLR's valuation over $1B.👇. What is CardioVanta?.A
6
2
39
Barish prediction: Chanos is toast by end of July . Bullish prediction: Chanos is toast by Friday.
2
0
58
I report back with my monthly update on MSTR and BTC, after having skipped April and May due to other commitments. Given that a whole quarter passed since my last update, it is an opportunity for a more holistic look on the various metrics I have been tracking. Q2-performance of
11
4
82
KULR:. - Btc holding: 920 BTCs: $100m.- 2025e Revs: USD 20m x 10 (P/S) = $200m core business value.= sum of part valuation: $300m. Current market cap = 240m. NAVm excluding core biz = 0.4x. But by all means, please, continue buying CEP, Metaplanet, NAKA, ASST, et al. 😁😁😁
6
1
11
One to watch for GBP exposed folks - achieved MSTR's 5y returns in 7 weeks ;).
0
0
2
Ok - we are well below $1. it is time to take a position. Yesterday’s news on the reverse split is not really fundamental news. Let’s see 🍿🍿🍿$KULR.
One company I have been following quite closely, but have not decided to take up in my wave 2 portfolio, is KULR. Here are some high level thoughts on the company:. - reported revenues until q3 2024 have been $7.4m. EBIT on the other hand negative $11.7m. - clearly anything but
0
0
2
Do I understand this correctly re the Kindly MD / Nakamoto deal:. - PIPE: $510M at $1.12/share → ≈ 455 million shares.- Convertible Notes: $200M, assumed fully converted at $2.00/share → 100 million shares.- Shares issued to Nakamoto Holdings: 22.3 million shares.- Existing.
8
0
16
Show this on linear instead of logarithmic scales and there is no story to talk about here 😄.
0
0
8
This is a very good overview and assessment of CEP / XXI. At $16.5 it had an attractive absolute and relative NAVm valuation - Congrats to those that were quick enough to buy.
A look into Twenty One Capital $CEP $XXI and why it could be a great investing opportunity. Thread with info on bitcoin treasury operations, convertible note offering, value proposition, management, ownership, and mNAV calculation🧵. Intro: Tether, Bitfinex, Softbank and Jack
1
1
6
After a bitcoin conference lasting for four days, it is really weird to be back amongst non-Bitcoiners 🤣🤣.
0
0
10
