11 Jun 2026, 23:42 UTC≈1,140 views6 reactionsread 8 August 2026 Important dynamics to know ahead of $SPCX trading open:
- 4.20% float with 70bps greenshoe — total supply d1 4.9% (most likely)
- $1 move is $13b — $13.19b after greenshoe
- 20% sold to retail investors, 10% to foreign investors
- Elon owns 40.5% and is locked 1y
- 20% cliff unlocked in mid August (if stock trades 30% above IPO then 30% or $379b of value)
- $5b Blackrock order, can assume at least 2 other large orde…
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10 Apr 2026, 01:40 UTC381 views2 reactionsread 8 August 2026 Correct on NYSE’s pick
However I’ve somewhat changed my opinion on my super bullish stance from last year. The company is not as well run as and it appears it’s more of an exit scam (polling some Tradfi friends). Doesn’t take away the fact that there is no exposure for RWAs or TOKENIZE EVERYTHING [especially with Blackrock’s support]
Keeping an eye on the listing, consensus is easier to form in Tradfi than crypto —…
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22 Mar 2026, 09:28 UTC411 views5 reactionsread 8 August 2026 IPO cheaper than expected—robots narrative wave incoming
https://www.reuters.com/world/asia-pacific/unitree-plans-shanghai-ipo-testing-interest-humanoid-robots-2026-03-20/
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20 Jan 2026, 11:21 UTC597 views5 reactionsread 8 August 2026 Photo
Yesterday NYSE announced the opening of a new digital platform to enable 24/7 operations using blockchain based tech for post-trade systems (https://www.businesswire.com/news/home/20260119300589/en/The-New-York-Stock-Exchange-Develops-Tokenized-Securities-Platform)
They mention partnering with BNY and Citi for settlements, for cause these banks have been at the forefront of the tokenization narrative -- NYSE is look…
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1 Nov 2025, 10:23 UTC745 viewsread 8 August 2026 Very much a fan of all Robotics companies
China/Robots barbell is not going away
- $UNITREE CCP robots, will buy at IPO (~$8B val) / target Q4 IPO [US investors have been kept off investment rounds]
- Robot Strategy Kang Robot SPV (I did that deal)
- Figure Ai largest us robot company ($40Bval)
- Apptronik cheapest humanoid company (~~1.5B)
Robots will be everywhere (https://ourworldindata.org/grapher/annual-indus…
30 Oct 2025, 17:58 UTC637 views5 reactionsread 8 August 2026 On tokenization
Securitize will IPO at $1.25b pre which to me screams cheap in comps to Circle’s massive premium (https://www.cnbc.com/amp/2025/10/28/-blackrock-linked-tokenization-firm-securitize-to-go-public-via-spac-deal.html)
BalckRock invested $47m, they are essentially their securitization arm ($BUIDL blackrock’s onchain t bills fund)
Betting on AUM instead of price seems like a very kosher way of expressing…
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30 Oct 2025, 17:46 UTC541 views1 reactionsread 8 August 2026 Thinking outloud here:
The market telegraphed every large meta trade this year, first were the crypto infra companies IPOs, then came the large yield farms ICO and the DATs. Point being the largest capital return trades, non edge based, all gave you plenty of time to commit and to allocate in the runner up in case you missed the first one.
I now see the likely last inning of this larger meta. Crypto token companies…
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25 Sept 2025, 17:50 UTC433 views3 reactionsread 8 August 2026 Thanks for playing.
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23 Aug 2025, 09:25 UTC484 views4 reactionsread 8 August 2026 Photo
I don’t think the large coin thesis goes away any time soon. The market is looking for good longs crime and fundamental based—exchange tokens are the only exception because of their flows
Attention begets attention
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10 Jul 2025, 16:37 UTC527 viewsread 8 August 2026 https://x.com/playrisk/status/1943348693928940034?s=46
3 Jul 2025, 21:39 UTC≈2,050 views5 reactionsread 8 August 2026 Alt dispersion will mechanically trigger pocket outperformance on on large ICO/IDO (see demand for XPL) at fair valuations. Pantera raising a $1b fund, Dragonfly $650m - the capital list goes on but size caps don't.
The only 3 trades you should take this year
- $PUMP Universally hated and seen as an extraction coin, $1b ICO with at least 60% done in private placement at $4b FDV. The protocol is still generates $1.2…
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2 Jan 2025, 23:50 UTC457 views1 reactionsread 8 August 2026 https://x.com/theunipcs/status/1874958684616372702?s=46
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Showing the 12 most recent of 15 posts we hold for @methinhaler. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.