RT @hkuppy: I can’t take it anymore. Finally time to say what I really think about the AI bubble…👇. (Subscribe on my site, and never miss a….

RT @wezekbruh: Top 1,000 .$INV can’t stop, won’t stop.Keeping waiting to buy lower anon.

Join millions who have switched to Grok.

When otherwise deemed advantageous to the company. Not a strong guidance update. Could be anything really. If it is extending the 2.5x-4.0x range he would loose a lot of credibility quickly. Maybe it is to have to flexibility to acquire other $BTC treasury co's trading < NAV.

RT @BillyBobBaghold: Inverse Finance $INV Thesis. @InverseFinance was my first 10x + call that got me noticed last cycle and I believe it’….

Correction on the mNAV of $HEGIC. Probably closer to 0.25 mNAV (25% of book).

#bitcoin treasury co's collectively own c. 1m $BTC (c. 5% of supply). The latest $SBET update brings $ETH treasury companies at 2% of supply already, while they are just getting started. The pace is astounding. Long $ETH and $HEGIC (trading under 0.2 mNAV).

If you can outearn the lifetime earnings of the protocol by deploying only 25% of your assets via the safest strategy available (staking, performed at scale by institutions), and if you refuse to do so while holders request so, that is real negligence. Time for change. $HEGIC.

Getting this message from interactive brokers. They closed a short position, not because I had insufficient margin. A risk I was not aware of. Pretty crazy. You can basically get closed out of any short at any moment. We learn as we go.

Still trending. The result of educating people about financial engineering rather than orange pilling. As a strong believer in the good #bitcoin can do for society, I hope this trend to continue to rinse all the OGs pushing paper bitcoin. In the meantime we make money on $ETH.

Saylor: no ATM sub 2.5 mNAV. Tom Lee: alchemy of 5%, focus on accumulation, not mNAV. Joseph Lubin: can't keep up with Tom Lee, gonna try anyway, mDONTOWNENOUGH. $ETH: thanks bro's.

RT @WIP_DEFI: $SBET and $BMNR are sucking the air out of the #bitcoin treasury co's. Hard to see this trend reversing in the short term. It….

This clearly validates the upside optionality, backed by serious investors (and capital).

If you take the midpoint (10%), you get the following:. Assuming a $6m raise (which they expect to exceed). $6m / 10% = $60m FDV. 55% allocated to INV --> 55% * $60m = $33m. Current FDV of Inverse is $29m. You get this on top of the profitable core biz.

25% is allocated to (a) seed investors (b) community incentives and (c) liquidity programs. Now the question is, how much will be allocated to seed investors in order to run some high level calcs. It has to be < 25%. According to chatgpt it is typically in the range of 5-15%.

It further shows us that Inverse aims to allocate:.- 50% to Inverse Finance.- 5% to INV stakers. So effectively 55% is allocated to INV holders.

The governance proposal gives a few more insights:.- Interest from prominent funds.- Expectation to raise at least $6m.- From "A-list" funds and some reserved for retail investors

On July 25th Inverse communicated about the interest in Monolith from potential investors.

If you read the latest governance proposal of $INV about Monolith and do some back of the envelope calculations there is a good likelihood that Inverse's future stake in Monolith at seed valuation, will match Inverse's current market cap. That is huge optionality.

With this Equity Guidance set by Michael Saylor based on $MSTR mNAV multiples, guidance updates will be very impactful. Saylor has become the jpow of #bitcoin. You see this playing out time after time with shitcoins (fiat incl.) where protocol parameters are altered over night.

RT @theothermjordan: The more you study history, the more clear the importance of #bitcoin SELF-CUSTODY.