Midcap

former finance bro leaning into macros & tactical portfolio management to achieve financial freedom 💰
👋Forgot fundamentals to ride the wave 🏄‍♀️

nfa

[Midcap @MidcapMoonshot]

When I put Bitcoin on my Christmas list in 2014, the use cases were far and few between - thats changed

I don't know what things will look like in 10 years - but I see the pattern in how they are shaping TODAY across global financial institutions

Ill be updating as a thread 🧵

[Midcap @MidcapMoonshot]

Bull trap?

[Wall Street Memes @wallstmemes]

Leopold heading back to the casino after reloading $400M

[Midcap @MidcapMoonshot]

@KingAnt Loving the oliver tree

[Midcap @MidcapMoonshot]

We out here

[Ant @KingAnt]

https://t.co/p1KTXibQXz

[Midcap @MidcapMoonshot]

@BullBearsX Some @BullBearsX mutant representation

[Bull Theory @BullTheoryio]

BREAKING: Putin has signed Russia's first comprehensive crypto law.

The Law on Digital Currencies and Digital Rights takes effect September 1, 2026.

What it does:

- Recognises digital currency as property
- Creates a licensed exchange market supervised by the Central Bank
- Sets up digital depositories to record who owns what
- Regulates mining, custody and digital financial assets

Retail investors must pass a knowledge test and are capped at 300,000 rubles (about $3,800) per platform each year. Qualified investors face no limit.

Only the largest and most liquid coins will be allowed to trade.

The Central Bank has said Bitcoin, Ethereum and USDT currently meet that standard.

Crypto still cannot be used to pay for goods inside Russia. Banks can block suspicious transactions, and a 48-hour cooling-off period applies to wallet transfers.

Meanwhile the CLARITY Act is not on the Senate schedule, and the chamber leaves for recess in just 2 days.

[Midcap @MidcapMoonshot]

@fundmyfund Watching $MDA for tomorrow. They have been an early leader in profitability and previously exhibited relative strength around earnings

[Midcap @MidcapMoonshot]

"The United States and China share a significant reliance on niobium, with both countries importing over 90% of their needs"

"Niobium’s unique properties, enhanced strength, corrosion resistance, reduced weight, and excellent biocompatibility enable its use in high-strength low-alloy (HSLA) steels, superalloys, and superconducting applications."

[Fund.Servers.Software $UMAC $LPTH 🐋 @fundmyfund]

$NB

[Midcap @MidcapMoonshot]

Every day brings new lessons

The market isnt something you can beat, its a wave you ride

Stay humble

[Stan @stan100x]

Life as an investor when you decide to stay positive and see the world through an optimistic lens

[Midcap @MidcapMoonshot]

@fundmyfund 🤔 i like it when my macro thesis converges with your technical backdrop

[Midcap @MidcapMoonshot]

@CherieOnChain Can hear as listener, theres a lag

[Midcap @MidcapMoonshot]

@fundmyfund was a good play

[Tectonic @tectonicdefense]

The Pentagon’s Office of Strategic Capital announced a conditional loan commitment of up to $820M to Huntsville, AL-based drone company @PDW_ai to “establish high-volume domestic manufacturing capacity for critical drone components.”

🔗 Read the full story at the link below

[Midcap @MidcapMoonshot]

@fundmyfund It took me a long time to get back on the train

[Midcap @MidcapMoonshot]

@KingAnt The trust structures may be used to intentionally keep it in the family, and my not technically be under control of the beneficiaries but instead the custoadian firm

[Ant @KingAnt]

https://t.co/VIbeRC5dnl

[Midcap @MidcapMoonshot]

@KingAnt We out here