Mo Betta Industries

Alaskan Commercial Fishing Captain and Pixel Connesuier, Stanford Undergrad | Taiyo Industries, PFP 1/1 Mr. Pika by RGB

[Mo Betta Industries @Mo____Betta]

@kevinwildes Mitch Johnson deserves to be fired after blowing that lead

[Malaton @MalatonKnows]

🚨 This Valuation Gap Is Getting Absurd

@bonkfun is back to doing $150k–$250k DAILY in fees. Quietly. Consistently.

Now read this slowly 👇
• @GraphiteProto / $GP owns 40% of BonkFun
• ~8% of fees used for buybacks
• Major platform update coming
• #USD1 adoption accelerating w/ @worldlibertyfi support

And yet…

🟢 Graphite market cap: ~$12M
🟢 Treasury: $15M+ (yes, more than the MC)

Meanwhile…
🔴 @Pumpfun valuation: ~$1.7B

Same sector.
Same user base.
One priced for perfection, the other priced like it doesn’t exist.

This is what mispriced cash-flow optionality looks like before the market notices.

Charts come later.
Revenues reprice first.

CA: 31k88G5Mq7ptbRDf3AM13HAq6wRQHXHikR8hik7wPygk

[Malaton @MalatonKnows]

I’m a traditional markets guy — 10+ years in IB & markets with most of my career at $GS, plenty of scars, plenty of wins.
My portfolio allocation is boring: equities, fixed income, alternatives… and ~15% in crypto.

But here’s the funny part:

👉 My 2nd largest crypto position — and the one I’m most bullish on long-term — isn’t $BTC, $ETH, or $SOL. It’s @GraphiteProto $gp

And let me tell you why — because most people are asleep on this.

$Crypto right now is bleeding everywhere. Sentiment is trash. Narratives are dead.
Exactly the kind of environment where real opportunities hide.
This is literally the same setup you see in distressed credit or negative-basis deals — everything looks awful on the surface, but the fundamentals underneath are stupidly mispriced.

And GP is one of the cleanest mispricings I’ve ever seen:

1. Market cap below treasury
GP is literally trading UNDER the value of its own cash + assets.
IB 101: when assets > market cap, someone eventually arbitrages that gap.

2. Over $70M in revenue since inception
Not “promised revenue.” Not “potential revenue.”
Actual, delivered, real-world revenue.
Find me 10 small-caps doing that. Good luck.

3. @bonkfun changes coming
Everyone underestimates how big this can get.
The product iteration they’re working on is not priced in.

4. Partnership with $Trump family @worldlibertyfi
Yeah, people gloss over this. They shouldn’t.

5. A CEO @SolportTom who actually ships.
Talent matters. Execution matters.
In finance you back people, not just numbers — and Tom is one of the most relentless operators I’ve seen in crypto.
He’s playing offense while everyone else is playing survival.

6. Acquisitions incoming
When your treasury > your market cap, you can go buy half the ecosystem.
And yes — they are actively looking.

⸻

I’ve looked at hundreds of projects and tokens over the years.
Most talk.
Most promise.
Most fade.

GP is the opposite.
Under-valued, under-exposed, and under-appreciated — for now.

I’m not saying bet your house.
I’m saying this: as someone who does markets for a living, GP is the kind of asymmetric upside you only find a few times per cycle.

And that’s why it’s my 2nd largest crypto holding —
and the one where I see the most potential upside.

If the market wakes up to what’s already been built + what’s coming next, the repricing will be violent.

Not financial advice — just one finance bro sharing where he sees the alpha. 😉

[Mo Betta Industries @Mo____Betta]

@houseplantfarm @gavinmchughh Mobile QB with the highest completion percentage, Jonah Coleman leading the nation in TD's, and most importantly, AT UW. Hoping for a shootout haha

[Mo Betta Industries @Mo____Betta]

@new_era72 We love you @pennyhendrixx

[Mo Betta Industries @Mo____Betta]

@RSherman_25 Samuel doing it on multiple teams is pretty underrated

[Mo Betta Industries @Mo____Betta]

@skittlewood @GraphiteProto @SolportTom @bonkfun Ayyyyyy @skittlewood welcome to the community bro. Grab a gen 1 next

[sk1337les.hl @skittlewood]

Loaded into $GP / @GraphiteProto for the ever continuing BONK season - bottom looks in after some heavy exits, and I do want to fade @SolportTom & team. The new website is clear and transparent.

$17m in treasury on a $36m market cap with a 38% ownership of @bonkfun? OK. Lots of clever things you can do with a treasury of that size. ❗️❗️❗️

A points campaign on https://t.co/zg48b2nZm0 might be launched imminently too it seems (someone found it in the menus but it's down now). It's an attention economy after all..

Also very curious about what's cooking with https://t.co/Ef9Co2HxzN, no doubt we will see some buy/burn/fee sharing mechanics.

I'll support teams that grow, rather than extract from the Solana ecosystem any day of the week. You should, too.

[Mo Betta Industries @Mo____Betta]

Critter Bars with a banger!!!

[Critter Bars @CritterBars]

𝔐𝔯. 𝔓𝔦𝔨𝔞 / @Mo____Betta

Thunderclap cheeks, super smash peeps, that's light work / ey I ain't even reached my peak / I set a course to catch em all, I cut thru the Smaug / I'm no Hog Lechonk, but I squirreled away conviction / now my life a fan fiction, you sleep with the fishes / I fish where the catch at, brim low on the Ash cap / The plan of attack is all heart, and so the wisdom I impart / is play yo card, Pika, play yo card

ℑ'𝔪 𝔦𝔫 𝔞 ℭ𝔲𝔩𝔱

[PixelRainbow (33.3%) @PixelRainbowNFT]

"Grails will be Grails"

Manifestation is the pigment of degods art.

@Mo____Betta
@KevinODriscol18

[Mo Betta Industries @Mo____Betta]

@blasfermilurks @rgb0x00 It just matched too perfectly

[Mo Betta Industries @Mo____Betta]

Just snagged this absolute masterpiece edition by @rgb0x00.

Matches the vibe rn as @SolportTom and @TaiyoRobotics go on a generational run.

[Chop @chop324]

Interesting to see $GP @GraphiteProto amongst some giants when you sort on Defillama for 7d revenue

I'd argue there's quite a large opportunity hidden in plain sight when you compare their respective valuations...

[Void @voidsol_]

gm solana

here's some more art inspired by @TaiyoRobotics 🤖

RT + drop your taiyo NFT below to get it in the same style 👇

[Mo Betta Industries @Mo____Betta]

@chartfu Wen @TaiyoRobotics with size?!? We need a goat like you in there

[Mo Betta Industries @Mo____Betta]

@fairforsol @TaiyoRobotics Sounds FAIR
followed 🤝 beep boop

[Mo Betta Industries @Mo____Betta]

@marccolcer Damnit marc I told you to join!!! Haha

[Mo Betta Industries @Mo____Betta]

@anglio My guy 🤝

[RX7 @RX7Sol]

The NFT no one is talking about

$GP keeps hitting new ATH currently sitting above $4

@TaiyoRobotics not only earn GP, but your getting lifetime access to @SolportTom

GP also gets 7.6% of @bonkfun fees for buy backs, some might say Taiyo FREE