Carlos Eduardo

Not Financial Advice

[Bill Ackman @BillAckman]

@ignatius_solon Billionaire activist man

[goodalexander @goodalexander]

$2k stimulus to $1m challenge 🔥🔥

[Carlos Eduardo @casuardo]

@_imhamzah Uh oh!

[Carlos Eduardo @casuardo]

@_imhamzah

[Carlos Eduardo @casuardo]

10% wowowow

[Carlos Eduardo @casuardo]

Pump: buys back 9% of circulating supply with revenues in < 3 months

Crypto investors: I wonder what pump will do with the revenues. If only we knew that!

[Carlos Eduardo @casuardo]

Guy whose fund thesis was better fundamentals is upset crypto is no longer the best casino

[Carlos Eduardo @casuardo]

Pump: buys back 9% of circulating supply with revenues in < 3 months

Crypto investors: I wonder what pump will do with the revenues. If only we knew that!

[Carlos Eduardo @casuardo]

It’s been roughly 2.5 months of daily buybacks amounting to approx. 100% of revenues, during which they’ve purchased approx. 9% of the circulating supply. It is obvious that they are committed to the buyback. For comparison, the Hyperliquid tokens held by the AF are approx. 10% of the circulating supply. In my opinion, Pump has struggled primarily because of concerns about the nature, quality, and sustainability of its revenues.

[Andy Constan @dampedspring]

The same folks who said P/E didn't matter when markets were going up now think it provides some valuation floor on the way down.

[Carlos Eduardo @casuardo]

Everyone on ct rn

[Carlos Eduardo @casuardo]

So back

[sim 🇧🇷🇲🇽🇸🇳🇫🇷🇭🇹 @simscircuit]

Lewis Hamilton's full team radio with Ricky after grabbing sprint pole 🥹

https://t.co/zPzm2zjJZV

[Lewis Hamilton @LewisHamilton]

Feeling right at home ~

[sim 🇧🇷🇲🇽🇸🇳🇫🇷🇭🇹 @simscircuit]

Sky Sports Italy's full segment on Sir Lewis Hamilton's first day on track in Fiorano, translated and subtitled in English, for us geoblocked and language barrier-ed folk ~

[Lewis Hamilton @LewisHamilton]

AND YELLOW

[Lewis Hamilton @LewisHamilton]

New era @ScuderiaFerrari

[Elon Musk @elonmusk]

gm frens

[delian @zebulgar]

GOOD MORNING IT'S A GLORIOUS DAY

[Zaheer @zaheerebtikar]

Everyone thinks they have more time than they actually have.

[onlylarping @onlylarping]

the 3d vfx at $karate combat just keeps getting better & better

on production, our goal is to make every event look like a unique level in a video game 👇

[Carlos Eduardo @casuardo]

@mrjasonchoi @taran