Dar 🧙🏽‍♂️

Art and NFTs.
🤠🇮🇪🍀

[Not Telling @nottellingyou73]

BTC to $42K-$47K by December 2026

If I’m wrong, I send $10K USDC to someone who reposts

GLHF

[Dar 🧙🏽‍♂️ @DarrenDeshane]

@spac_attack Which target would cause such euphoria? 🤔

[Dar 🧙🏽‍♂️ @DarrenDeshane]

@spac_attack $AEXA or $RTAC?

[Dar 🧙🏽‍♂️ @DarrenDeshane]

@spactrack Thanks!

[steve2bacon, CMT 🥓🍩 @steve2bacon]

Well boys… at least we took screenshots. Unlike money, those are eternal

[CoinDesk @CoinDesk]

🎥 SPOTLIGHT: @worldlibertyfi co-founder @EricTrump confirms he plans on tokenizing his family's real estate in a CoinDesk exclusive.

Check out the full interview on 10/21.

Thank you @MidnightNtwrk 👋 for being a sponsor of CoinDesk media network.

[Dar 🧙🏽‍♂️ @DarrenDeshane]

@TomMurphyTweets Dont forget this...

[SPAC Track @spactrack]

It's pretty wild that after $HOND/ Terrestrial Energy's run up to $25, its implied market cap is $2.8B compared to $OKLO at around $27B.

Both Oklo and Terrestrial were selected for the DOE's nuclear reactor pilot program. Certainly not saying HOND will come up and meet Oklo or that it should - the valuation is something else, but it will be interesting to see what the market prices Terrestrial at when it becomes $IMSR.

[Dar 🧙🏽‍♂️ @DarrenDeshane]

@SPAC_zilla Ah ok, thanks

[Dar 🧙🏽‍♂️ @DarrenDeshane]

@UnoMasReactor Hi Steffan, how does Terresterial compare to Oklo in terms of development and valuation? Great content btw, thanks

[Julian Klymochko @JulianKlymochko]

How's this for flight to safety... the SPAC market was up +10bps today:

Top 10 Daily SPAC Gainers for Oct 10

$CEPT +12.7%
$HOND +4.4%
$CCCX +3.8%
$CAEP +2.7%
$DMYY +2.0%
$VCIC +1.4%
$SVII +1.3%
$CEPF +1.1%
$ATMC +0.7%
$ANSC +0.5%

[Dar 🧙🏽‍♂️ @DarrenDeshane]

@spactrack $cept? 🤔

[SPACInsider @spac_insider]

While the majority voted "No", they would not be buying Chamath's SPAC, it looks like it's pricing this week, most likely Thurs night for Friday trading.

Should be interesting to see how it actually trades. Symbol is $AEXA . Anybody want to guess on its close price Friday? 🤔

[Nick at ListingTrack @listingtrack]

Nuclear stocks have been on a tear, with a YTD average of 66% and a 1-year average of 165% across 43 US-listed nuclear stocks that ListingTrack monitors.

Following May’s nuclear executive order (with the DOE's uranium policy expected any day now), here is the public nuclear landscape, along with market caps + US licensing statuses for SMRs & Uranium players:

SMRs (Small modular reactors)
Developers of small modular reactor technology, focusing on scalable, safer, and more efficient nuclear power generation through innovative reactor designs. The DOE's Nuclear Reactor Pilot Program selected 11 companies, only 3 public/going public (Oklo $OKLO itself, plus its subsidiary, Atomic Alchemy, and Terrestrial Energy $HOND)

A) Pure-Play SMR (includes US licensing status)

• $OKLO $20B
Passed NRC readiness assessment in July 2025 and is preparing to submit the first phase of its combined license application for the Aurora powerhouse at Idaho National Lab. Selected for 2 of the 11 total DOE pilot awards.

• $SMR $13.3B
First NRC design approval for an SMR but needs NRC site-specific license for deployment.

• $NNE $1.9B
Engaged in pre-application prep with NRC.

• $HOND $1.4B implied
Terrestrial Energy (SPAC target, soon $IMSR) completed first NRC safety evaluation for the IMSR molten salt design. Selected for 1 of the 11 total DOE pilot awards , NRC license process ongoing.

• $GSRT $860M implied
Terra Innovatum (SPAC target, soon $NKLR). NRC review of PDC in process now, expected by year-end

B) Other SMR Developers/ SMR Tech

• $KULR $197M
• $GEV $170B
• $BAM $97B
• $BWXT $16B
• Holtec International (plans 2025 IPO)

1/

[djohnson @DJohnson_CPA]

Nick is one of the best people I’ve met in my years on X, was happy to be a contributor in the early days of the site.

It’s an excellent resource for investors of all levels and an awesome resource for free data in niche markets for retail investors.

Check it out!

[SPAC Track @spactrack]

If you trade crypto stocks, crypto, or even non-crypto event-driven trading, @DJohnson_CPA is a must follow! Super knowledgeable, always happy to help out, and a great guy all around!

[Reformed Tr🅰️der @Reformed_Trader]

$GSRT flattish while the SMR sector heats back up.

$SMR up the most today and at a $12B valuation.

Terra Innovatum going public via $GSRT expected market capitalization is around $705M

*NFA

[Dar 🧙🏽‍♂️ @DarrenDeshane]

@LabbRadar How do you think $gsrt compares to the other nuclear spac $hond?

[Dar 🧙🏽‍♂️ @DarrenDeshane]

@LabbRadar Great! What do you think about $tbmc merging with the isreali real time threat detection company "cyabra"? 52mill mc