BackaWinner

Spent my career in the IT, management & sales sectors 25+ years.
Property investment & Crypto dolphin. Puerto Banús.

[Ozak AI @OzakAGI]

While you were asleep, Ozak AI Eon scanned the entire market 🌍

This morning it isn’t handing you a wall of charts. It’s handing you trades.

Every signal is a ready-made plan on one card: long or short, leverage, entry range, take profit, stop loss, risk/reward, and the reason it fired, in plain English 📊

Like a setup? Hit Execute trade, and the whole plan loads into the perps terminal. Add your size, confirm in your wallet, done ⚡

That’s one card replacing about forty tabs.

Try Eon FREE: https://t.co/tpSEaNsrdX 🎯

[Ash Crypto @AshCrypto]

We are getting outperformed by a fucking condom company.

[BackaWinner @Backawinner26]

@InTheAssembly Let it be me 😁

[Crypto Rover @cryptorover]

Why do people keep panic-selling Bitcoin over the SAME fear?

2017: “Quantum will kill Bitcoin.”
2018: “Bitcoin isn’t quantum-safe.”
2019: “Quantum supremacy threatens BTC.”
2020: “Quantum could break Bitcoin.”
2021: “Quantum will destroy BTC.”
2022: “Quantum attacks are coming.”
2023: “Bitcoin isn’t safe.”
2024: “Google Willow threatens BTC.”
2025: “Quantum could wipe out billions.”
2026: “Quantum panic. AGAIN.”

$10,000 invested in Bitcoin in 2017 could be worth over $500,000 today.

[Ozak AI @OzakAGI]

What's next:

- Ozak AI Enterprise: institutional pilots this quarter
- Beyond Ethereum → more venues, more features
- Revenue and traction figures, published regularly
- Founder update every Tuesday
- DePIN: Ozak Streaming Network as planned

Not early to an idea. Early to a business that works.

[Monad @monad]

ONE BILLION DOLLARS OF TOTAL VALUE LOCKED IN DEFI ON THE MONAD LAYER 1 BLOCKCHAIN

[BackaWinner @Backawinner26]

@cryptorover @grok so roughly when does the next bull phase start

[Cris @CrisLee99]

😳😂🤣🤣🤣

[Jon🅰️than Cooper @realjoncooper]

$ASTS 🅰️ The wealth transfer continues.

Weak hands panic. Algos play their tricks. Smart money accumulates!

Large order capital inflows exploded:
• 7/13: $1.5M
• 7/14: $4.1M
• 7/15: $6.5M
• 7/16: $262.1M
• 7/17: $111.3M

That’s over $373 million💰in net large order inflows in just 2 trading days.

The market is transferring shares from the impatient to the convicted!

Know what you own®️🇺🇸🛰️🦾

[Based @BasedOneX]

🪶@RobinhoodCrypto assets are now live on Based.

Swap your favorite on-chain assets from anywhere, any chain.

..... NEXT?

[BackaWinner @Backawinner26]

@BlackPantherCap I reported them 👍

[The Chairman's Ledger @ChairmansLedger]

I dont usually do these types of deeper dives but I think there is some serious alpha here so I'm trying to share it.

$NUAI might be one of the more interesting behind-the-meter (BTM) AI/HPC data center names I've added recently.

The story is messy. That's exactly what caught my attention.

I suspect many investors looked at the legacy business, couldn't quickly work out what the company was becoming and simply moved on. I nearly did (especially using Claude / ChatGPT which need some poking to get past below surface).

Since then, a lot has changed. The CEO stepped down and Charlie Nelson (previously COO) was appointed CEO. José Rodriguez, who previously led DC engineering and ops at $MSFT and ByteDance, is now COO. The wider leadership team has also been materially strengthened.

The core asset is TCDC, a planned BTM AI/HPC campus in Texas.

There is a non-binding JV LOI with Stream Data Centers and a separate LOI with a hyperscaler referenced in the Macquarie financing docs. The lease is not yet signed. That is the next major catalyst.

Macquarie has already funded $20M and provided a facility with up to another $270M available subject to conditions. It also purchased $5M of $NUAI common stock at $5/share, a 20% premium to the 5-day VWAP, and received warrants to purchase up to another $5M of stock at the same 20% premium, subject to a $4.30 floor.

Stream's involvement also gives me additional confidence. These are sophisticated infrastructure players who have likely done significant diligence on the mgmt. team, assets and regulatory path, reducing execution risk vs. many early stage neoclouds.

The near term outcome is pretty binary. A Hyperscaler lease signed and this becomes materially derisked. No lease and the equity likely gets punished.

If mgmt. executes, a bundled Phase 1 deal with Phase 2 optionality this could provide a real credible path to $20-30/share, which is roughly 5-6x from here. That's the upside investors are being compensated for underwriting against the near term binary risk.

I own roughly 50k shares. I sized it for the current risk and will likely add once the lease is signed and the next stage has been materially derisked.

A few $IREN OGs I respect have also rotated into $NUAI. That isnt the thesis. But I dont ignore smart people independently arriving at the same conclusion.

CC: @PDPhilaPhil for keeping me honest here. 🫡

[BackaWinner @Backawinner26]

@NoLimitGains Not us…. We moved to France 5 years ago and now live in Spain!

[BackaWinner @Backawinner26]

@CKCapitalxx $KEEL $HIVE $TE $WYFI

[BackaWinner @Backawinner26]

@__Con_ I have started a small growth portfolio and I have included $EOSE, $OPTX, $IMSR & $ASPI

[Christian Darnton @CDarnton0]

I went long $PLTR at $6.34.

Last year, I called $AMD the next trillion-dollar giant.

Now I think $HIMS is the next $1T healthcare stock.

[BackaWinner @Backawinner26]

@PhotonBull What about $OPTX

[BackaWinner @Backawinner26]

@PhotonBull $EOSE

[BackaWinner @Backawinner26]

@BlobWarriorUK They should be put to death for what they did

[CK Capital @CKCapitalxx]

SpaceX IPOs tomorrow at a $1.75 trillion valuation. $SATS owns more than 2% of SpaceX.

It seems like almost nobody is doing the math on what that is actually worth.

EchoStar swapped a chunk of its wireless spectrum for a stake of more than 2% in SpaceX last September as part of the FCC approved $40 billion deal with SpaceX and AT&T.

At the time SpaceX was valued far below where it is about to list. Tomorrow that stake gets repriced against a $1.75 trillion company.

At that $1.75 trillion price, TD Cowen pegs EchoStar’s SpaceX stake at roughly $31 billion and puts a $155 target on the stock.

But SpaceX is widely expected to trade well above its IPO price.

Run the same math at a $2 trillion valuation and that stake jumps to around $40 billion on its own, which is more than EchoStar’s entire $36 billion market cap today.

You would be getting the SpaceX position alone for more than the whole company is currently worth, with everything else thrown in for free.

And there is a lot else. A $40 billion spectrum sale to AT&T and SpaceX that wipes out the 2026 debt wall everyone was scared of.

Around 5 million satellite TV customers. 2 million Sling subscribers. 7 million Boost Mobile customers. 700,000 broadband customers.

One of the most valuable spectrum portfolios in the country sitting on top of roughly $10 billion in net cash.

The market spent years treating EchoStar as a dying satellite TV company buried in debt. That story is finished.

The spectrum deal cleared the overhang and the SpaceX stake quietly turned this into one of the only ways for public investors to own a real piece of SpaceX.

The honest risk is the roughly $22 billion in debt and the fact that the FCC transfers do not fully close until 2027. This is not a clean bet.

But at $116, with SpaceX about to list and likely run toward $2 trillion, the math points higher. TD Cowen sees $155 even using the conservative number.

SpaceX prices tonight. EchoStar owns 2% of it.