MapleLeafCap
@MapleLeafCap
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@FoliusVentures @bidclubio @CarnegieMellon
Joined January 2018
RT @bidclubio: [BidClub x SoSoValue Collaboration]. Effective August 1st, 2025 and until further notice:. 1. All research submissions publi….
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Actually think $PUMP is getting interesting here. Arguably similar R:R vs it being at 2.5 Bn:.- now consistent with its 97% buyback.- recouped market share vs Bonk.- probably more catalyst coming with new products. I wonder if they’d do a DAT?.- SOL pumping and people may look.
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The most fun image & video creation tool in the world is here. Try it for free in the Grok App.
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I forgot 1 thing which is $ENA prob also a key beneficiary (aside from the DEX / CEX venues) to equity perps, may not be a this cycle story but leaves room for TVL imagination.
idk about u but $ENA is at a really cool spot of the cycle where it should enjoy all of the tailwind:.- DATs nonstop bidding.- . which also enjoy the stablecoin narrative.- where short trades are trading down.- . and crypto basis heating up w/ DATs + price, so the UST - crypto.
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Should I be bullish or concerned my investors may have questions
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I like this so much I need to quote retweet. 1. Long Equities / Short Bonds - because one could have pricing power & soak up productivity and one loses it. 2. Long the gambling x entertainment barbell - because those are the only 2 options left for everyone who can’t quite make.
Upside risk is the new downside risk. 08 was the spark, 2020 was the entrenchment of destructive QE and politically driven global fiscal mania. The reason homes cost so much, insurance, HC, cars, schools - anything with a modicum of scarcity is ballooning is because your.
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SEC最后到底会怎么帮助现有的币上岸 (i.e. 允许价值捕获/变成类似证券的东西)? . DAT算是一步，但是更像是对待历史遗留产物的妥协。.
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idk about u but $ENA is at a really cool spot of the cycle where it should enjoy all of the tailwind:.- DATs nonstop bidding.- . which also enjoy the stablecoin narrative.- where short trades are trading down.- . and crypto basis heating up w/ DATs + price, so the UST - crypto.
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Woke up in Beijing to this, haven’t heard anything about this in China, anyone provide the CN source?.
CHINA HAS OFFICIALLY BANNED CRYPTOCURRENCY TRADING, MINING, AND RELATED SERVICES, CITING FINANCIAL RISKS, CAPITAL FLIGHT CONCERNS, AND ENVIRONMENTAL IMPACTS.
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I heard HK Gov wanted the Stablecoin usage & ownership to be under full KYC/AML lmaoooooo what a joke.
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$MATH Blow-out #'s for Fiscal 24 (up til Mar 25) with 44.5 mm rev and ~16 mm profit. Even after the rally yesterday it's still trading at <10x PE (and likely growing in 2025 given where BTC is going + heightened interest). Continue to think it's significantly mispriced. imo way.
We continue to like $MATH and think it's one of the smallest cap non-treasury, non-mining, non-exchange cashflow generating stock in Nasdaq. Think on-track to report earnings in July / Aug and think trades at single digit PE still & a highly undervalued APAC crypto deriv play.
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relevant:
How could u not try to find a way to long crypto, AI, and robotics to hedge the risk of your livelihood from being obsolete?.
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Between this and Shortcut idk man Ibanking will probably cease to become a career within a year or 2.
Excited to share that @tryoffdeal has raised a $12M Series A to build the world’s first AI-native investment bank, less than 10 months after our Seed. This year we already launched over 30 M&A sell-sides, and delivered numerous multi-million $ exits to our clients. A quick 🧵
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How could u not try to find a way to long crypto, AI, and robotics to hedge the risk of your livelihood from being obsolete?.
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It looks like that.$GP is the levered beta of $BONK.and $HUSTLE is the levered beta of $GP.
With $PUMP launching its incentivized campaign (, it seems $BONK & $GP should come back w/ their own. If anything, it seems like a good idea to further incentivize the tool ($HUSTLE) by either offering $BONK airdrops to projects.
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With $PUMP launching its incentivized campaign (, it seems $BONK & $GP should come back w/ their own. If anything, it seems like a good idea to further incentivize the tool ($HUSTLE) by either offering $BONK airdrops to projects.
1/ It appears that @pumpdotfun is preparing to launch a volume incentives program that will last at least 30 days, with $PUMP as the rewards token. 👇.
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I remember during my HF days in NYC 16-20 where I looked at a bunch of micro/small caps in HK / Asia where a ton of them have negative EV (esp. HK) and my old boss wanted to buy them and we decided against. Turns out all these C-suites are ass clowns enriching themselves w/ the.
Think soon the final flush (with more FUD) as ICO participants can no longer take the pain. Then become super interesting w/ the ball in the team's court:.- Capital allocation transparency.- IR strategy & guidance-setting, codifying value-capture.- Shipment of impactful products.
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