0xshs.eth

[0xshs.eth @0xshs]

@ultrapara King! Been admiring your no.1 rank for a long time. Well deserve it

[ultrapara @ultrapara]

Probably the largest $DOOD airdrop allocation you'll see

Didn’t get here by accident.

Here’s a peak into my arc

👇thread loading

[0xshs.eth @0xshs]

@doodles casetify

[0xshs.eth @0xshs]

@therainbowzine Grey!

[The Rainbow Zine @therainbowzine]

What was your favorite piece of content featured in the zine? 🤔

[0xshs.eth @0xshs]

@huzhilee 0x4feB8467C00d1FFeE82580cf120D18f72d247c1A

[0xshs.eth @0xshs]

@huzhilee 0x4feB8467C00d1FFeE82580cf120D18f72d247c1A

[0xshs.eth @0xshs]

@antmillionsbot AETza5pkCq2WfC8VmwK8idYeECr4ChNemLcPkMLLRUQz

[0xshs.eth @0xshs]

@burnttoast ● - ● King BT!

[0xshs.eth @0xshs]

@burnttoast Goat! ● - ●

[0xshs.eth @0xshs]

@Bread_coin_sol Dev gonna lock token?

[Zizheng Pan @zizhpan]

This moment is absolutely phenomenal to me.

[0xshs.eth @0xshs]

@EdTrumpOfficial AETza5pkCq2WfC8VmwK8idYeECr4ChNemLcPkMLLRUQz

[0xshs.eth @0xshs]

@hi5solana AETza5pkCq2WfC8VmwK8idYeECr4ChNemLcPkMLLRUQz

[Gavin Baker @GavinSBaker]

Stargate is a great name but the $500b is a ridiculous number and no one should take it seriously unless SoftBank is going to sell all of their BABA and ARM.

SoftBank has $38b in cash, $142b in debt and generates $3ish billion in FCF per BBG. They own $143b in ARM and $18b in BABA. If they start selling ARM, their stake will be worth much less very quickly.

Oracle has $11b in cash, $88b in debt and generates $10b in FCF.

OpenAI is burning cash.

MGX did not commit to a number and is a $100b fund. Maybe 10% of the fund goes into this best case.

Nvidia will limit how much they invest in any one model company (they don’t need a monopsony). Maybe $5b.

Barring the aforementioned SoftBank ARM sale, might be able to put together $50b in equity funding over several years. Can obviously finance the GPUs and put debt on the JV.

Nowhere close to $500b. Everyone should just start issuing press releases for $1 trillion AI projects.

BTW love it that the ticker MGX which is a biotech company is up 33% on this.

If you a professional investor or analyst and you took $500b at face value - or even worse wrote a *note* about this - you should resign in disgrace.

[0xshs.eth @0xshs]

@wizard_0x AETza5pkCq2WfC8VmwK8idYeECr4ChNemLcPkMLLRUQz

[0xshs.eth @0xshs]

@x314oo AETza5pkCq2WfC8VmwK8idYeECr4ChNemLcPkMLLRUQz
$SOL

[0xshs.eth @0xshs]

@elonmemeonsol AETza5pkCq2WfC8VmwK8idYeECr4ChNemLcPkMLLRUQz