ImportedRice5989

[Duncan @DuncanReucassel]

https://t.co/MYWdvc9OTF

[Arthur Hayes @CryptoHayes]

The dipity dip dip dip

[Christopher Keshian @chriskeshian]

.@CryptoHayes are you going to dump ethereum:0x0f2d719407fdbeff09d87557abb7232601fd9f29 this summer? or are you gonna let the team cook

[Duncan @DuncanReucassel]

@blknoiz06 Do NOT miss out on ethereum:0x0f2d719407fdbeff09d87557abb7232601fd9f29 SUMMER, ODTE's, weekly and monthly expires live on $SPCX & $SPX @trajan0x chad dev working to onboard more market making firms and raise OI caps SOON.

[Duncan @DuncanReucassel]

GM ethereum:0x0f2d719407fdbeff09d87557abb7232601fd9f29 bulls Hypercall gonna rip faces hyperliquid:native 2.0 = @SynapseProtocol

[Duncan @DuncanReucassel]

Yo @stoolpresidente just DM’d you a generational play, don’t fade please

[Mumble @MumbleValue]

$DMGI Q2 2026 Earnings Call - notes and my conclusion.

Notes:

Malahat
Sheldon visited a few weeks ago. Definitive agreement expected in the near future. Plan is to use the Malahat relationship to fill the 2 MW SCIF units first, then scale toward 30 MW.

Power
The 50 MW AI plan does not need the 150 MW firm power approval. Existing 75 MW is enough. Non-firm can be structured as synthetic firm for offtakers. The 150 MW application is a multi-year process and not part of the near-term plan. Near-term additions: natural gas and more non-firm capacity.

SCIF units
Arrived at Christina Lake in March, setup targeted by end of 2026, revenue generation further out. Option to buy additional 8 MW still being considered.

Offtake
Multiple ongoing discussions confirmed. Investment-grade offtaker or backstop is the non-negotiable requirement. Management spending over 80% of their time on AI sales and marketing.

2nd Canadian site
Ontario and Toronto area on their radar.

No cloud ambitions
Colocation only. "We don't plan to be a new cloud and risk our balance sheet hoping somebody will buy GPU hours."

My conclusion:
Management has the right strategy but one criticism remains: they are not doing enough to get their story out. The asset is real, the power position is real, but too few people know about it and that does not help the stock.

The underlying opportunity has not changed. One deal with the right partner and this becomes a very different story.

One thing worth saying: this is a small, asymmetric position for me. The risk here is real and the timeline is uncertain. Make sure you understand your own exposure before getting involved and size it accordingly.

I'll keep monitoring $DMGI and will continue posting updates as things develop. For the most up to date $DMGI coverage give @DMG_Investors a follow, he tracks this one closely.

I'll stay invested as long as the thesis holds. The research I do for my own portfolio I plan to share going forward. Not just DMG, but new investment theses and ideas across different companies. If you're interested in following along, more is coming.

[ImportedRice5989 @ImportedRice]

@quanto How can I not when the trading comp is live?

[ImportedRice5989 @ImportedRice]

@SwtNir Hytopia has done an excellent job separating $topia from $hybux. $HYBUX feels different.....

[ImportedRice5989 @ImportedRice]

@TFNiloV @quanto @toly @UranusPerps Are there docs for this? How do you long or short a coin of any mcap? Couldn't this seriously be exploited?

[ImportedRice5989 @ImportedRice]

@voided @SolLunix https://t.co/Z0D0qz2tbC

[ImportedRice5989 @ImportedRice]

@CryptoGodJohn Another way to get in on free ched 👀👀👀👀https://t.co/Z0D0qz2tbC

[ImportedRice5989 @ImportedRice]

@adonishy I think the delay of $hybux is actually extremely bullish. It creates a good divide between this coin and $topia, assuming they continue landing more MAU, people start uncorelating the price to $topia and it gives us a good chance to be seen as the new gold standard for gaming.

[ImportedRice5989 @ImportedRice]

@Cryptoprofeta1 @quanto Per the name of the platform, it uses a quanto system, all trades are denominated in $qto. This gives the token a unique "flywheel effect" and means you may need to manage your position more actively. It also gives you the ability to use other small tokens as collateral.

[ImportedRice5989 @ImportedRice]

@quanto so long $qto and wait for a free $5k? Doing now.

[Duncan @DuncanReucassel]

@blknoiz06 $ETH short I opened via @quanto on stream already +14k lol

[Duncan @DuncanReucassel]

Quanto has done an average of 564K $QTO in fees per day over the last 2 weeks.

70% of those fees are burned which = 395K, 395K * 365 = ~144M $QTO a year being burned, the circulating supply is 575M QTO, giving us a ~4X price / burn ratio.

Volume picking up, flywheel mode.

[Duncan @DuncanReucassel]

Pretty awesome I can use my $QTO stack (+ other alts) to long $380K of $SOL on @quanto. Unique value prop that differentiates them vs $HYPE / $ASTER.

Comes with new risks though as its additional leverage, they need to keep thickening up the QTO<>SOL LP (see QT for details).

[toly 🇺🇸 @toly]

👀👀👀

[asta @astaso1]

imagine we get toly vs CZ vs jeff

quanto vs aster vs hyperliquid

the timeline would be CRAZY.

AND competition builds greatness so ALL three products would HAVE to get better.

i've invested into $QTO