Lulev

[Lulev @LulevTrading]

@buccocapital 0-10 are the Super Bowl of parenting. Virtually all of the influence over their core mindsets and character as people comes at these ages. Once they’re 10+ their peers are more important, they’ve largely developed, and your power for joy/influence sucks. Leave it all on the field

[Lulev @LulevTrading]

@buccocapital I’d add:
1. Prioritize sleep. Don’t make the mistake of staying up late after your kids go to bed and being underslept the next day with them.
2. Put your damn phone away. You will be annoyed when they interrupt & they’ll be annoyed you take it out.
3. Remind yourself that ages

[Lulev @LulevTrading]

@valuations_ robot chef who accidentally puts arsenic in 1/200 meals.

[Lulev @LulevTrading]

@valuations_ I think the problem is more what/how it hallucinates. Like attorneys bullshit and stretch what a case says and means, but totally making up nonexistent cases with fake citations is batshit. That’s the hard part with AI. It’s like 95% awesome 5% dealbreaker, like an amazing

[Lulev @LulevTrading]

@ddnanocap Cc: @calvinfroedge

[Lulev @LulevTrading]

@chaka23121 100% 😂

[Lulev @LulevTrading]

$0.25/token would put $ALTS’ mNAV at ~$8.5/sh. And that’s just the $WLFI holdings. $ALTS no longer spinning off biotech subsidiary and still has its own crypto operations. Think we get promotion/clarity following Oct 10 and $ALTS rockets hard. Current $2.9/sh is bewildering.

[WLFI @worldlibertyfi]

WLFI recently sold tokens at $0.25 to Hut8 for their treasury. The locked tokens sent from the WLFI treasury were simply to satisfy that sale — not new issuance, not dilution. We appreciate Hut8’s support as a long-term partner. 🦅

[Dustin @Dustin051917]

Listen to @ALT5_Sigma cfo Jonathan Hugh (from today) discuss how they are planning to unlock value for $ALTS ⬇️

Imo, I think we see them leverage their $WLFI assets as collateral and raise debt to do a share buyback.

[Lulev @LulevTrading]

@Kevo0o0o0 @ALT5_Sigma @worldlibertyfi Cc: @ROLCapital @kingdomcapadv @chaka23121

[Lulev @LulevTrading]

@ALT5_Sigma I think the only reason the rally backwashed is because you didn’t confirm the $WLFI per share, leaving questions about dilution. Would be grateful if @ALT5_Sigma clarified that.

[Lulev @LulevTrading]

@ROLCapital authorizations in place for warrants and dilution. May feel premature to try to get price up right now when they can’t even act on it how they want (exercise warrants, dilute) if they succeed.

[Lulev @LulevTrading]

@ROLCapital Yes I totally agree that they wouldn’t dilute below mNAV. But I think there’s a good chance they would dilute above mNAV (to increase $WLFI/sh count like $MSTR with BTC). My point is that they may not try to pump $ALTS (insider purchases, mNAV updates, etc) until they have the

[Lulev @LulevTrading]

@ROLCapital suspicion that they’re holding back on any kind of pump before the authorizations are in place.

[Lulev @LulevTrading]

@ROLCapital I suspect the goal here really is to pump $WLFI as much as possible, which means $ALTS buying and locking up as much as possible. To do that without catching a lawsuit they need to get $ALTS share price above mNAV and have the authorizations in place to dilute on end. Hence my

[Lulev @LulevTrading]

@ROLCapital That’s the vote on expanding share count, and it’s essential for $WLFI’s warrants. Maybe not, but I think they could be waiting until after that for any marketing push, and insiders also maybe unable to purchase pending the outcome.

[Lulev @LulevTrading]

And yet people think they’re diluting here. This has sucked to hold but could be a lot of explanations. Any affirmation here and the ~3x whip back to mNAV could be gnarly. Still long and strong $ALTS.

$WLFI

[Dustin @Dustin051917]

Directly from the @ALT5_Sigma chairman @ZachWitkoff mouth. ⬇️

"Similarly, when trading below mNAV, repruchasing shares can serve as a complementary lever to drive accretion."

$ALTS currently trades at ~60% discount to mNAV. Their treasury value of $WLFI is worth ~$1.5 billion.

This quote from Zach is from August 13th. The ALT5 stock is down about 62% from that days close.

We'll see if anybody at ALT5 Sigma will do anything about this.

[Lulev @LulevTrading]

@ROLCapital @ShalinSShah Frustrating that @ALT5_Sigma seems disinterested in buoying things here. Perhaps they’re waiting for the vote so that they can dilute unlimitedly into any pump. This is getting pretty wild though. I love a falling knife but even this one has me licking my wounds over past 2 weeks

[Lulev @LulevTrading]

I’m back after a long hiatus! $ALTS has my attention. See thread referenced below. They’re trading for roughly 1/2 the value of their $WLFI holdings and also have an upcoming biotech spinoff that will roughly cover current MC and have an operating web3 business. $WLFI begins

[Lulev @LulevTrading]

@Dustin051917 @ALT5_Sigma @worldlibertyfi $ALTS @ALT5_Sigma just needs to speak up and clear the FUD that they’re the ones flooding with shares. Confirmation they aren’t actively diluting, a nominal insider purchase, etc. would all go a long way here. But maybe they’re waiting for after vote.