Douglas Walker

SWBi International - Retained Executive Search for VC/PE High Tech organizations. Former CPA at PwC, CFO of NASDAQ. Will reinvest Fees. Seeking Value stocks.

[Tom Lee Tracker (Not actually Tom) @TomLeeTracker]

TOM LEE: ETHEREUM COULD BE THE NEXT AMAZON

Standard Chartered compared $ETH to Amazon $AMZN when it was at $6

-Amazon is now 1,000x from there
-He says Ethereum is in the same consolidation pattern
-The breakout catalysts: tokenization and AI

[Overkill Trading @OverkillTrading]

This is the first time in history the crypto fear and greed index has hit "extreme fear" 3 times in a year. This indicates retail is panic selling and exiting the markets.

Warren Buffett Says it best "buy when there is blood in the streets" if you are selling now you're doing it wrong.

As investors we must think logically and not emotionally. There has never been a better time to buy then right now.

The only two options are to buy or hold. History tells us we will be laughing at these prices soon!!

[Overkill Trading @OverkillTrading]

HOLD THE LINE!

[Philippe Laffont @plaffont]

I bet these dots cross again!

[COATUE @coatuemgmt]

Intelligence is becoming a utility you pay for monthly.

Gas, water, electricity, broadband: each one reshaped the economy once it became something anyone could plug into and intelligence is next.

Philippe Laffont (@plaffont) joined CNBC's Squawk Box to explain why even a small lift to global growth compounds into something far bigger over time.

[Wolfspeed, Inc. @Wolfspeed]

The best power device isn't the one that performs well in a lab. It's the one that performs when temperatures rise, conditions vary, and reliability matters most.

See link: https://t.co/PcCu1D1f46

#SiliconCarbide #PowerElectronics #Innovation #ThePowerToMakeItReal

[Cointelegraph @Cointelegraph]

🔥 BULLISH: Tom Lee’s Bitmine bought another 35,138 $ETH worth $58.65M.

[Douglas Walker @DoWa3]

Worldcoin token $WLD now listed on @RobinhoodApp expanding access to millions
@OpenAI #SEC S-1, setting itself up for an IPO
$WLD World offers a solution to the 'double human' problem in a world proliferating with deepfakes $ORBS trades below 90 Cts

[Douglas Walker @DoWa3]

Who wants to buy a stock below .90 cts that owns $90M of @OpenAI (going IPO soon) & 283M of Coin $WLD doubled in days + $18M of Billion Rev co with 500M Followers on @YouTube + $149M Cash >16k $ETH No LT Debt? see $ORBS owned/co-founded by @sama & $BMNR https://t.co/sWPPpMiN0Q

[Douglas Walker @DoWa3]

Who wants to buy a stock below .90 cts that owns $90M of @OpenAI (going IPO soon) & 283M of Coin $WLD doubled in days + $18M of Billion Rev co with 500M Followers on @YouTube + $149M Cash >16k $ETH No LT Debt? see $ORBS owned/co-founded by @sama & $BMNR https://t.co/sWPPpMiN0Q

[Douglas Walker @DoWa3]

Who wants to buy a stock below .90 cts that owns $90M of @OpenAI (going IPO soon) & 283M of Coin $WLD doubled in days + $18M of Billion Rev co with 500M Followers on @YouTube + $149M Cash >16k $ETH No LT Debt? see $ORBS owned/co-founded by @sama & $BMNR https://t.co/sWPPpMiN0Q

[Douglas Walker @DoWa3]

$BMNR near 6M $ETH tokens & $ORBS owns 283M $WLD tokens + $ORBS owns ​$90M of @OpenAI ​& $BMNR owns $104M of $ORBS. $BMNR & $ORBS own ​together $218M of @MrBeast Neither have Debt & over $750M cash combined. Time calc impact this alliance project will have pps.

[Douglas Walker @DoWa3]

https://t.co/X4SewYD9kP
AI: The 2 kinds of capital per CEO of $MSFT Nadella says every company will need 1st is human capital & 2nd “token capital,” the proprietary AI systems a company builds & owns on top of foundation models. $BMNR & $ORBS own the token treasuries see next

[Douglas Walker @DoWa3]

https://t.co/X4SewYD9kP
AI: The 2 kinds of capital per CEO of $MSFT Nadella says every company will need 1st is human capital & 2nd “token capital,” the proprietary AI systems a company builds & owns on top of foundation models. $BMNR & $ORBS own the token treasuries see next

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

Just was rereading this report by @Etherealize_io. Their productive money thesis is that ETH uniquely qualifies as an objectively better form of productive money, albeit one that's still widely understood by the market.

"Productive money will outcompete dead capital. Over a long enough time horizon, productive assets outperform unproductive ones, because productive assets compound. The only question is how long it takes the rest of the world to figure that out [with ETH]."

In the report, they make "the case for ETH as a superior monetary good—and how, if it captures the monetary premium currently held by gold and BTC, the implied long-term price could exceed $250,000 per token."

They highlight the combined monetary premium of gold + BTC = $25.5 trillion. If ETH ever captured that premium, distributed across 121 million ETH in circulation, the implied price per ETH would be $211,535. Today, ETH is trading around $1,600, which would require ETH to re-rate 131x in the future.

[Etherealize @Etherealize_io]

Etherealize CEO Vivek Raman: The Repricing of ETH as Money Could Start Pretty Soon

"ETH is like BTC++ in that it's productive, it has yield -- which financial people love -- but also it's a store of value and used as collateral. It's basically used as money across the Ethereum economy."

"It is an asymmetric bet that Ethereum will reprice from being valued like a technology company to becoming money. There is a potential 100x as that starts to happen."

"It'd be wishful thinking to suggest an immediate 100x, but the repricing could start pretty soon. People now know what Bitcoin is. People obviously know what gold is. There is a need for a digital asset store of value or multiple of them. ETH is emerging more and more as that second pristine store of value asset, and we think it will become the primary one."

"BlackRock just launched their staking ETF, so they're calling ETH a productive asset that's earning yield. Harvard just rotated some of their Bitcoin holdings into ETH. You're seeing the institutional allocations diversify, so it's starting now, and [Productive Money] is the thesis for it to really catch hold."

Read the full report and watch the full @MilkRoad interview with @VivekVentures in the links below.

[Douglas Walker @DoWa3]

UiPath, Inc. (NYSE: $PATH) is a leading provider of robotic process automation (RPA) and agentic AI automation software. It enables enterprises to automate repetitive tasks, orchestrate complex business processes, and deploy AI agents for end-to-end workflows. Today pps $10.16–$10.19 Market Cap: ~$5.26B.
52-Week Range: $9.20–$19.84
Revenue: TTM 2.9B Gross Margins est 80% & Repurchasing Stock. $418M (+17% YoY), beat expectations.
ARR: Annual Reoccuring Revenue $1.901B (+12% YoY); net new ARR $49M Customers: 374 with $1M+ ARR.
Guidance (at the time): Q2 revenue $395M–$400M. Full-year emphasis on agentic automation and AI-driven growth. The company highlighted improving profitability and cash flow alongside AI investments.

[Douglas Walker @DoWa3]

@SylviaJabz NAV Erosion seems so dangerous for Cover Called ETF. What you say & how do investors judge difference NAV Erosion & Market Correlation. Ret of Capital is not a concern

[Douglas Walker @DoWa3]

$PATH shows double bottom Bullish GM 82% PE 17.5 vs ind 38x .. Debt/Eq 3.8% vs 40% ind D/Assets 2.8% $PATH generating amazing Free Cash Flow with virtually no Debt. 30% Float is Short aka Where is Ryan Cohen & @wallstreetbets

[Douglas Walker @DoWa3]

$PATH shows double bottom Bullish GM 82% PE 17.5 vs ind 38x .. Debt/Eq 3.8% vs 40% ind D/Assets 2.8% $PATH generating amazing Free Cash Flow with virtually no Debt. 30% Float is Short aka Where is Ryan Cohen & @wallstreetbets

[Douglas Walker @DoWa3]

Geoffrey Kendrick Digital Analyst at Standard Chartered stated recently ethereum:native staking % will go from 3 to 4%
Staking Creates Cash Flow Unlike Bitcoin bitcoin:native Ethereum ethereum:native can be staked. $BMNR already stakes millions of ethereum:native plus earns validator rewards. A 5% or higher ethereum:native position could generate hundreds of millions annually in staking revenue.
Why raise PS Ser A $BMNP when $BMNR need less 500K tokens to reach 6M Alchemy goal? Answer in PS Ser A prospectus i.e. $BMNR can buy ethereum:native at below $1800 & per Pg 1 can retire PS Ser A (not convertible) anytime for any reason say $6000 ethereum:native price & BMNR makes over half Billion gain if not more.

[Douglas Walker @DoWa3]

@BuyTheDiplo Geoffrey Kendrick Digital Analyst at Standard Chartered stated recently staking % will go from 3 to 4%
Staking Creates Cash Flow Unlike Bitcoin bitcoin:native Ethereum ethereum:native can be staked. $BMNR already stakes millions of ethereum:native + earns validator rewards. A 5% ETH position could generate hundreds of millions annually in staking revenue. Why raise PS Ser A $BMNP when $BMNR need less to reach 6M goal? Answer in PS Ser A prospectus i.e. BMNR can buy ETH at below 1700 & per Pg 1 can retire PS Ser A (not convertible) anytime for any reason say 6000 & BMNR makes over half millon gain if not more.