AJ DiLiberto

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran has launched anti-ship ballistic missiles from Fars province in southern Iran, potentially targeting US aircraft carriers and their strike groups in the Arabian Sea, per initial reports.

No explosions were heard in the Strait of Hormuz, the UAE or Qeshm Island in the 35 minutes since.

The flight time to the Strait is about 10 minutes, which suggests the missiles were aimed further out, at the US carrier strike groups in the Arabian Sea that moved beyond the range of Iran's anti-ship cruise missiles after withdrawing from the Gulf of Oman.

[AJ DiLiberto @AJsFFBMadness]

@iambusinessdad STEX check it out.

[Russell Starr @Russ_N_Starr]

$STEX is getting silly. Let's look at the math, and the potential upside.

🧠🧵 Lessons from the Front Lines: Wall/Bay Street’s Darker Side
The market is completely mispricing yield-bearing gold.
1/
Gold has always had one flaw:
👉 0% yield
That’s why institutions cap exposure.
2/
Now enter GLDY from Streamex Corp.
👉 Gold… that actually generates income.
3/
At ~$1B AUM:
👉 ~3.5% APY = ~$35M revenue
4/
But that’s only the first engine.
5/
Gold moves.
It gets lent.
It gets reused.
It has velocity.
6/
At ~$1B AUM:
10x turnover = $10B
50x = $50B
100x = $100B
7/
At ~10 bps:
10x → $10M revenue
50x → $50M
100x → $100M
8/
So the model:
👉 Yield = $35M
👉 Flow = $10M–$100M
9/
Combined:
👉 $45M → $135M revenue at $1B AUM
10/
Now look at the balance sheet:
~$48M cash
~$6M burn
👉 ~8 years runway
11/
Meaning:
This is NOT a “needs capital” story.
12/
At modest scale:
👉 already covering burn
13/
Now add silver 👇
14/
If Streamex Corp. adds a silver product:
Higher velocity. More activity.
15/
At ~$1B silver AUM:
👉 $25M → $75M incremental revenue potential
16/
Now combine:
Gold + Silver (~$2B AUM)
17/
👉 $70M → $210M+ revenue potential
18/
Now the disconnect:
19/
Market cap:
👉 ~$162M
Cash:
👉 ~$48M
20/
Enterprise value:
👉 ~$114M
21/
So the market is valuing:
👉 a potential $45M–$135M revenue platform
…at ~$114M
22/
That’s the gap.
⚡ Final:
Gold now yields.
Flow monetizes it.
Silver scales it.
And @streamex is still priced like none of this exists.

#Gold #Silver #Commodities #RWA #Tokenization #Macro #Markets #Investing #Finance #PreciousMetals @EricBalchunas @henrymcphie_ @MLekstrom @Frank_Giustra

[AJ DiLiberto @AJsFFBMadness]

@Russ_N_Starr Question is...how to get the word out? At 89 cents, investors think something is wrong. And most institutions cant buy. Doing a reverse split is unappetizing when the stock should be at $5+ right now.

[AJ DiLiberto @AJsFFBMadness]

@Bitfarms_io Voted yes

[AJ DiLiberto @AJsFFBMadness]

@WeaponX_03 WTF. Im at the game. No idea what even happened until I read your post. Bullshit!

[AJ DiLiberto @AJsFFBMadness]

@musk_news13 25

[AJ DiLiberto @AJsFFBMadness]

@CGJXXIII Love you CJ! You play the game like every Philly fan wants it played! Every play...passion & grit. The business part of things sucks, but no matter what...NO ONE can take away the CHAMPIONSHIP YOU HELPED US WIN!! Thank you!!

[AJ DiLiberto @AJsFFBMadness]

@dmorey Please no Paul George on the wishlist. We don't need another 34 year old who doesn't know how to win.

[AJ DiLiberto @AJsFFBMadness]

@RTRSPodcast @digrupert Seriously, Oubre has done several things to deserve a lifetime contract with the Sixers. I love this guy!

[AJ DiLiberto @AJsFFBMadness]

@Brodes81 Siriani is the Head Coach, NOT the OC. Why are we having such a hard time with this?

[AJ DiLiberto @AJsFFBMadness]

@Brodes81 @ashlynrsullivan @SportsRadioWIP Why does Siriani have to be the "Offensive" Head Coach? Why cant he just be the Head Coach? John Harbaugh is just a head coach! Personally, I specifically want him to NOT be the "offensive" Head Coach. He's not very good at that.

[AJ DiLiberto @AJsFFBMadness]

@Hut8Corp Personally, I backed up the truck on HUT today and Ill keep buying all of the shares anyone wants to sell at this price or lower. This short report is a national inquirer piece from a bunch of shorting clowns who just played you if you sold. #gottabesmarterthanthat

[AJ DiLiberto @AJsFFBMadness]

@LateRoundQB Every thing is a start sit question, but let me try to hide that :-) Do you expect Van Jefferson to get most of the target share? Due he even play the kupp position? If not, why would he get more target share with kupp out?

[AJ DiLiberto @AJsFFBMadness]

@JoelEmbiid Why not learn the sky hook? Karen said it's not that hard to learn. Im a little surprised you haven't mastered that already. It is an unblockable shot.

[AJ DiLiberto @AJsFFBMadness]

@JalenHurts I sure hope all this BS media crap has you fired up! I can tell you this, we are used to everyone with their crap. In fact, just listen to the Jason Kelse Superbowl speech where he names all the players who were dissed that year https://t.co/F9ZteBeLXi Lets go!

[AJ DiLiberto @AJsFFBMadness]

@RBPhillyTake Love your show. 25. Sorry, but I would NOT trade him for shit. No way. We would still not win a championship and be worse off forever. Nope. I won't do it. I vote to hold him if we have to!

[AJ DiLiberto @AJsFFBMadness]

@ProCityHoops @NBAonTNT Isiah should know better. It is NOT NOT NOT about Ben missing Free throws. Its about he QUIT on his team. Its about not giving full effort. Philly will LOVE YOU if you just play hard and try to be your best. Ben does not do that, and after 5 years, we are done with it.

[AJ DiLiberto @AJsFFBMadness]

@DfsGoose Would you rather have Tobias or Nurkic today? Im concerned that in the event of a blowout, tobias wil be the 1st to see the bench. Also, with a 3-0 lead, he may even see limited minutes. I have Nurkic and Tobias with similar points. You have Nurkic as a starter. Any thoughts?

[AJ DiLiberto @AJsFFBMadness]

@DfsGoose I did go Forbes, which is already a 4X value at haltime, but Dragic is tragically killing me with 1X. I guess the question is, do you ever tweak lineups midstream.