DCF Degen

Pro asset allocation. Pro Crypto.

[DCF Degen @DCFDegen]

@JacobKinge BlackRock selling BTC on behalf of the IBIT ETF is not then “dumping it”. They’re forced to sell positions as the ETF faces redemptions.

Just tell us your finance knowledge is limited next time.

[DCF Degen @DCFDegen]

@maplefinance @syrupsid @strato_net Need to focus on creating value for the SYRUP token.

[DCF Degen @DCFDegen]

@DiamondGruber @rektfencer Agreed, this is so stupid. Nasdaq index / M2 supply tells us absolutely nothing. Literally just showing tech concentration and nothing more.

[DCF Degen @DCFDegen]

Up over 25x on my $RKLB position from my initial calls here.

Everyone slept on the space narrative for too long….

[DCF Degen @DCFDegen]

$RKLB up big today after winning a government contract. Glad I scooped up more after the satellite crash in September.

[DCF Degen @DCFDegen]

@philarekt This data point means nothing. It correlates closely with overall tech concentration.

[DCF Degen @DCFDegen]

@MrVulgarCrypto @syrupsid The recent increased buybacks weren’t enough for you? Sid and team understand that they need to keep them at a reasonable level. Let them operate, they know what they’re doing. Value investments take time to play out.

[DCF Degen @DCFDegen]

Tried to tell everyone about $SYRUP, which has 2.5x since this call even after the recent crash. Scalable business model built on stable ARR trading at a low multiple. No brainer.

[DCF Degen @DCFDegen]

$MPL @maplefinance will be a leader in collateralized institutional lending.

This will be a massive narrative for 2025 and beyond.

Here’s why👇

[DCF Degen @DCFDegen]

@maplefinance Also hats off to Sid & the Maple team for delivering on their promises of a strong underwriting process. The credibility of this project continues to grow

[DCF Degen @DCFDegen]

@maplefinance The quick dip was a great buying opportunity for those of us who understand how credit risk actually functions.

Thanks soft hands for selling me $SYRUP in the .20s😂laughing all the way to the bank.

[DCF Degen @DCFDegen]

@LukeLukeBrooks Another 5% day 🚀

[DCF Degen @DCFDegen]

@syrupsid @maplefinance @blockworksDAS Congrats Sid!

[DCF Degen @DCFDegen]

@NorthmanTrader What a surprise. It’s almost like the market is forward looking…

[DCF Degen @DCFDegen]

@Altcoin_Hero_ $SUI, I think it has the highest expected returns of all the L1’s. Incredible team with legit experience paired with phenomenal tech

[DCF Degen @DCFDegen]

@great_martis Imagine buying silver in 1980 and still being down 40%😂😂

[DCF Degen @DCFDegen]

@great_martis The current market is nothing like it was during the Dotcom bubble.

Today’s tech companies are already the largest and most profitable in the world, while in the late 90s the businesses barely had revenue.

The quality isn’t even close to comparable.

[DCF Degen @DCFDegen]

@cryptelkmar The market has no idea how scalable this business is. Revenue hitting highs every month right along with AUM. Team already offered guidance Q2 of 30M ARR by year end (they might be there already) and this project is sitting below 600M, less than a 20x multiple.. so undervalued

[DCF Degen @DCFDegen]

@great_martis You’ve been tweeting like this since 2020 while virtually every asset class on the planet has continued to print new highs. Absolute clown 🤡

[DCF Degen @DCFDegen]

@brookcalls Hope yall realize she just got leaked by @zachxbt. She’s a paid shill and charges $600 for 2 posts 😂