Brookside Capital

Long $bkkt #bitcoin

[Brookside Capital @DeepVaue_Adv]

@mikealfred $bkkt news - still debt free, partnerships launching next

[Brookside Capital @DeepVaue_Adv]

@Travis_Kling I dont get it, but it sounds smart!

[Bakkt @Bakkt]

“An API-driven platform.”

At the StoneX Conference, @DanielIshag, Chief Commercial Officer at Bakkt, discussed how Bakkt’s infrastructure and larger ecosystem support a diverse range of partner use cases across fintechs, institutional players, digital financial services, and enterprise customers.

Daniel also highlighted the critical role of volume, operational scale, and deep partner relationships - all underpinned by Bakkt’s regulatory, compliance, and API frameworks.

Thank you to @StoneX_Official for hosting the conversation.

For important information: https://t.co/MJO8pIBnOz

[₿itcoin ₿utcher 🥩 🐑 🐷 @bitcoinbutcher1]

$BKKT Looking Forward

For anyone newer to or considering $BKKT, this write up is a great head start 👇 by @thebtcpharaoh

A few things that caught my eye:

1) Licensing legacy; regulatory hurdles cleared and ready to be repurposed for stable coin strategy

2) Transactional comps that establish a potential margin of safety with larger companies showing a willingness to pay in M&A in excess of $1B

3) 🇯🇵 🇮🇳 capital light optionality for a global platform. Cash burn awareness is critical in startups. These moves create upside without taking on too much risk

4) AI Agent payments identified as a strategic opportunity; enterprises are only beginning to embrace AI to get more operationally efficient thanks primarily to @AnthropicAI

Imagine a 🌎 where B:B payments get facilitated in multiple currencies seamlessly by AI agents and cut the headcount in accounts payable departments as an example

5) Leadership @Akshay_Naheta @mikealfred @LynAldenContact have track records filled with triumph but also specific to technology and cryptocurrency to take on the task at hand.

Maybe @Akshay_Naheta or @mikealfred can better explain retention of the legacy ticker and name; my initial guess relates to preservation of the valued licenses while allowing for time for the balance sheet restructuring and other strategic initiatives. Rebranding appears to be an opportunity during this transformation.

This strikes me as an opportunity usually reserved for venture capital and high net worth individuals before retail can benefit but these types of investments also carry higher risk of failure. Index funds are still at your disposal if you cannot stomach volatility

Higher risk, early startup or turnarounds should be sized appropriately, but for those of us with a little more risk appetite I’m reminded of the quote below from one of my favorite movies:

"There are three ways to make a living in this business: be first, be smarter, or cheat. Now, I don't cheat. And although I like to think we have some pretty smart people in this building, it sure is a hell of a lot easier to just be first."

— John Tuld, Margin Call

[Brookside Capital @DeepVaue_Adv]

@GoingParabolic Because he'd be injured before the end of the first game

[Hunter Ash @ArtemisConsort]

It seems obvious to me that a ton of male anxiety about not having sex is actually about some combination of status anxiety and desire to be loved and not, like, the mechanical act of sex for its own sake.

[Brookside Capital @DeepVaue_Adv]

@mediafriendly @Optimumlatte69 @jessicaschiffer Exactly

[Paul Graham @paulg]

I strive to make my writing unsummarizable, in the sense that it has so little fluff left in it that if you take any words out, as summaries by definition do, you lose a lot of interesting ideas.

[Dirt Cheap Banks @dirtcheapbanks]

Imagine depositing your $750 paycheck here in 1988 knowing it will cover your mortgage, groceries, bills, and your upcoming vacation, with still some left over to save

[Elon Musk @elonmusk]

@jawwwn_ @60Minutes There is obviously no “degree” you can get from a university that actually teaches you how to make an orbital rocket, as none of the professors know how to do it!

[Bakkt @Bakkt]

The future of finance isn't just about faster transactions - it's about connected financial infrastructure.

As CEO @Akshay_Naheta highlights, Bakkt is building a platform where trading, payments, and financial operations come together.

More: https://t.co/dvgsonm7vl
Disclosures: https://t.co/MJO8pIBnOz
Privacy: https://t.co/qhQOQnIEtW

[BoxLongs @BoxLongs]

@jumpinjohnnyp just out here panning for a little $bkkt gold...

[BoxLongs @BoxLongs]

$BKKT UNDER $7 BE LIKE

[Sean ₿uckley @seancbuckley]

Buying more $BKKT here @ $8.15-$8.20

[BKKT&IRENMAXI @BTCIRENMAXI]

@mikealfred @optionscjp I bought $250,000 of $BKKT and changed my name.

[📍i’m here @VagabondRTW]

$BKKT, trading 1.3x EV. Bombed out sentiment bc market still views it as a failed spac crypto dilution machine.

Bull thesis: stablecoin ecosystem fragments and a neutral infrastructure layer has real value. Combined with regulatory moat and ICE backing, huge asymmetric upside

[Mitchapalooza, Esq. @LegalGrapes_Esq]

I took today’s opportunity to buy more $BKKT

Everything at Bakkt appears to be rapidly falling into place for their new product stack, along with some sizable initial customers in the pipeline…yet the stock is still flying way under the radar.

See you all on the other side 🚀

[Bakkt @Bakkt]

We are a payments company.

At the StoneX Conference, @DanielIshag, Chief Commercial Officer at Bakkt, joined the panel “The Role of Stablecoins in Global Finance”.

Thank you to @StoneX_Official for hosting the conversation and bringing together leaders across payments, digital assets, and financial infrastructure.

For important information: https://t.co/MJO8pIBnOz

[BKKT&IRENMAXI @BTCIRENMAXI]

$BKKT 355 mn market cap.

You are paying 355mn MC for:

@Akshay_Naheta
@mikealfred
@LynAldenContact

This does not have to be complicated. I do not need to explain to you what $BKKT does. You can ask me that question when its 1bn MC.

[BoxLongs @BoxLongs]

@mikealfred $bkkt -40% since the rip in late may, 9 sessions. the vol is crazy. $13.25 to $7.97 on BTC meltdown... $SEBT what an absolute dumpster fire. ooooffffff...... average down