DTT-TOSS

Investor, Proud American, Father

[DTT-TOSS @Tomtoss]

@elonmusk @elonmusk

The biggest threat to X isn’t bots.

It’s users opening the app, scrolling for 5 minutes, learning nothing, and closing it.

Engagement is not the same thing as value.

The signal-to-noise ratio feels worse than ever.

[DTT-TOSS @Tomtoss]

$BMNR Check out the 2025 Earnings Presentation. https://t.co/6vZaWLMXr7

[DTT-TOSS @Tomtoss]

$BMNR What will BMNR’s $200M stake be worth when Beast goes public? YUUUGE! The only public company to buy in to the Beast IPO before it happens! $ETH

https://t.co/5Or4IIGgt5

[DTT-TOSS @Tomtoss]

$BMNR What will BMNR’s $200M stake be worth when Beast goes public? YUUUGE! The only public company to buy in to the Beast IPO before it happens! $ETH

https://t.co/5Or4IIGgt5

[DTT-TOSS @Tomtoss]

$ORBS Currently looks like a high-beta narrative vehice with crypto-led reflexivity inside a low-liquidity equity wrapper. Tom Lee and Ives are driving the narrative with 5% and 10% supply targets on $ETH.X and $ORBS , respectively. Demand spike at Lee’s entrance was swallowed in the spike and volume fell off. Like the set up as a trade though given floor defense of $125M buyback authorization and am building on swings progressively as crypto driven recovery narrative may catch fire. $BTC $ETH and $BMNR driving trends. GL and DYODD.

[DTT-TOSS @Tomtoss]

@SpencerHakimian You’re not. There is no we, it’s privately funded ie a gift to the country.

[DTT-TOSS @Tomtoss]

@elonmuskTN 12

[DTT-TOSS @Tomtoss]

@IvankaNews_ Hey NYC - enjoy your free apples!

[DTT-TOSS @Tomtoss]

@IsabellaMDeLuca And with No ID requirement they can vote. Wake up America.

[DTT-TOSS @Tomtoss]

NYC - Like the teenager who wants to drink at their first party, a defining choice to decide which alcohol they will never want to drink again for the rest of their life. Like pronouns and DEI - you have to live through it to realize how bad that decision was but 100X worse. Bye-Bye NYC, see you when you wake up from your hangover broke without a ride home. Ps. Florida - The Big Orange

[DTT-TOSS @Tomtoss]

@PeteHegseth @realDonaldTrump @marcorubio Primised made. Promises kept. The US military received their pay today. Leadership in action.

[DTT-TOSS @Tomtoss]

@PeteHegseth After seeing the votes and talking to my son (a Captain in the Army) about not getting paid and his concern for many of his men living paycheck to paycheck I was very concerned… Until I saw this post. This is what leadership looks like. God Bless you.

[DTT-TOSS @Tomtoss]

@PeteHegseth After seeing the votes and talking to my son (a Captain in the Army) about not getting paid and his concern for many of his men living paycheck to paycheck I was very concerned… Until I saw this post. This is what leadership looks like. God Bless you.

[DTT-TOSS @Tomtoss]

$HOLO Simple math. Simple Graph. Share price and market cap at ~ 10% of value……..On liquid cash and investments. Wait until smart money notices.

[DTT-TOSS @Tomtoss]

$HOLO Math update over $600M in liquid net assets or $43/share with $BTC.X at 122k

[DTT-TOSS @Tomtoss]

@stockplaymaker1 You seeing this build? Know you love liquidity. The math is mind blowing.

[DTT-TOSS @Tomtoss]

$HOLO Math update over $600M in liquid net assets or $43/share with $BTC.X at 122k

[DTT-TOSS @Tomtoss]

$HOLO Math update over $600M in liquid net assets or $43/share with $BTC.X at 122k

[DTT-TOSS @Tomtoss]

$HOLO - Not the Holo you use to be. Math and fundamental value are the new drivers. They will notice this soon. GL.

[DTT-TOSS @Tomtoss]

$HOLO and $BTC.X Just math. Why BTC large increase matters for HOLO. 10X just to get back to net cash (zero debt) value of ~ $320M. Ps. Yes - right axis is stock price.

[DTT-TOSS @Tomtoss]

$HOLO $BTC.X $ETH.X

$HOLO Has found the magic sauce and its disclosures point to positive operational cashflow.

Across the three press releases analyzed:
• On June 3, 2025, cumulative gains were $19.08 million (9.54% return), with cash reserves at $303 million and Bitcoin priced at approximately $105,432.
• By July 17, 2025, gains rose to $34.67 million (17.34% return), reserves to $394 million, and Bitcoin to about $119,290.
• As of August 11, 2025, gains reached $40.45 million (20.23% return), reserves $421 million, and Bitcoin around $119,545.

The portfolio’s performance captured roughly 80% of its upside over the full period (June 3 to August 11: BTC +13.39%, portfolio return +10.69%).

The inclusion of derivatives allows for outperformance in stable periods (e.g., July 17 to August 11: gains +2.89% vs. BTC +0.21%), suggesting hedging or leveraged strategies that mitigate direct spot price dependency.

Cash reserves grew independently (+38.94% overall), likely from operational performance.

$HOLO Simple Math Day:
(1) $33M net income in 1H 2025, annualized = market cap
(2) Cash and Investments of $420M or 6.5X market cap
(3) Base business in technology assigned zero value by market with sales of $40M and
(4) Technologically advanced future in AI, BTC and quantum computing capable of supporting and creating first in class complex algo’s driving investment / trading process.
(5) Gains generated on investment portfolio at higher return levels than base BTC holding during accumulation periods = Magic sauce.

[DTT-TOSS @Tomtoss]

Capital Group gets it. Buying public companies that own $BTC.X that are undervalued. $MSTR $MTPLF $HOLO

[DTT-TOSS @Tomtoss]

@MichaelMMG71 Agree! Closely held - only takes about $2-$5M to completely control it until it is noticed.

[DTT-TOSS @Tomtoss]

$HOLO 6-k filed. Math at work. $400M liquidity net of minimal $7M remaining in conv notes or $80/share. EPS $6.51/share and DRUM ROLL. 5M shares outstanding 4.5M float

https://t.co/vM27fknNF6

[DTT-TOSS @Tomtoss]

$HOLO Math Validated. GLTA!

[DTT-TOSS @Tomtoss]

Has found the magic sauce and its disclosures point to positive operational cashflow.

Across the three press releases analyzed:
• On June 3, 2025, cumulative gains were $19.08 million (9.54% return), with cash reserves at $303 million and Bitcoin priced at approximately $105,432.
• By July 17, 2025, gains rose to $34.67 million (17.34% return), reserves to $394 million, and Bitcoin to about $119,290.
• As of August 11, 2025, gains reached $40.45 million (20.23% return), reserves $421 million, and Bitcoin around $119,545.

The portfolio’s performance captured roughly 80% of its upside over the full period (June 3 to August 11: $BTC.X +13.39%, portfolio return +10.69%).

The inclusion of derivatives allows for outperformance in stable periods (e.g., July 17 to August 11: gains +2.89% vs. BTC +0.21%), suggesting hedging or leveraged strategies that mitigate direct spot price dependency.

Cash reserves grew independently (+38.94% overall), likely from operational performance.