flow 🥷🟧⛏️

Full cycle investor. Enjoyer of digital art.

[flow 🥷🟧⛏️ @flow__capital]

You don’t want to be the Michael Burry of AI infrastructure and Bitcoin.
$IREN

[flow 🥷🟧⛏️ @flow__capital]

@jaymesrosenthal Thin wool > Cotton

[flow 🥷🟧⛏️ @flow__capital]

Prob true. CTA’s make money in the middle part of a trend. Then get chopped up at the edges, before the next clear trend. Noise.

[Andreas Steno Larsen @AndreasSteno]

What we are seeing today is probably that CTAs are slamming the sell-button on Chips, which kinda makes sense after what happened on Friday. It's more technical in nature, but the market environment changed a bit after Friday for sure

[flow 🥷🟧⛏️ @flow__capital]

$GLXY
Market seems to be waking up.
Near term FCF from Helios.
Sentiment shifting from ‘break up the buisinesses’ to OK, controlling Compute is Controlling Revenue, and this may complement digital asset infrastructure.

[flow 🥷🟧⛏️ @flow__capital]

@jaymesrosenthal @jvisserlabs Jordi has been so locked in.
Reminds everyone that bottlenecks move around. He moved capital out of HBM into Networking hardware.
And for the first time, says API layer begins now. I’ve trained my LLM’s to respond to all my queries in terms of Jordi’s baskets.

[flow 🥷🟧⛏️ @flow__capital]

@jaymesrosenthal @Globalflows @Mamba248x @RaviMonke @uniqueNFT @SpeedRacer689 @FrancisClydeF @KennyLoaded @btcbongo @rossiadam @JaredKubin @ThinkingUSD Appreciate the shout out.
Humbling to be mentioned in this group of heavy hitters! ❤️

[flow 🥷🟧⛏️ @flow__capital]

@stefanvanderlux First buys in the $2 range, added alongside buybacks in 2023, traded around the edges, but built up a meaningful position.

[flow 🥷🟧⛏️ @flow__capital]

The initial triple net lease with CRWV was a safe decision by management.
Upside optionality was capped though.
The tension between crypto and AI aligned investors is great. Sector underperformance expected until a cleaner corp structure. Seems we are in the AI value sector.

[flow 🥷🟧⛏️ @flow__capital]

$GLXY Helios valuation model
Take 2
Simplified tax shield
Added contracted power value
I believe sandbagged conservative numbers.
Corrected total market cap.

https://t.co/9kG1YYjd7L

[flow 🥷🟧⛏️ @flow__capital]

Will keep building this with, and test out the numbers.

[flow 🥷🟧⛏️ @flow__capital]

Corrected Model for MC error.
$glxy

[flow 🥷🟧⛏️ @flow__capital]

@Franchise9494 Yup, off bad
Was too focused on the metrics, overlooked this.
12B

[flow 🥷🟧⛏️ @flow__capital]

@Mamba248x Amen!
For clarity, not just an airdrop that trends to zero with no shared user alignment.
Need a value compounding vehicle aligned with founders.

Hyperliquid

[flow 🥷🟧⛏️ @flow__capital]

@Mamba248x Why didn’t you speak to me in terms I understand, when Hype was under 20.
🫡

[flow 🥷🟧⛏️ @flow__capital]

@charliebilello Post Tax, Gold edges out Corp bonds.

[flow 🥷🟧⛏️ @flow__capital]

Yup ,diversity of interests, timeframes and methods, aligned with common goals. Open and pragmatic.

[Mamba | TS9 @Mamba248x]

I think if you're a team building a trading platform/tool, it makes a lot of sense to embed yourself with traders. Especially ones that have stuck around for a long time. I would recommend founders or product/strategy folks from teams doing so, to join @TS9_ONE.

The idea that you just build and people will come, has not worked well historically. It takes a lot of effort early on to gain the first X users and attract Y amount capital.

The group has a lot of individuals who are early to trends/products and traders of different personas which has helped make it one of the most well rounded trading groups in crypto. While everyone on Solana was completely focused on memecoins, it was very purposeful that the group did not become a memecoin group. Over time the group has expanded utility in terms of all things trading(economic data, useful indicators, defi strategies, etc). There are also many traders that push a lot of volume through good products, multiple billion volume HL perp traders for example.

If you do join, don't expect to come in and just shill stuff and expect to succeed. Part of succeeding in the group is becoming part of the community, shillers are not advised to join. You will get raw/blunt feedback, but that's what you want as a team looking to win.

As much as I've been critical of products, Solana, and other chains, majority of my comments have been centered on being critical of bad strategy decisions.

This is a unique setup that really only works in crypto to get that sort of access to your target users for unlimited raw feedback. If you're interested just DM me and I can explain how entry works.

[flow 🥷🟧⛏️ @flow__capital]

@jiahanjimliu Jim, hard to believe these are market rates. With SpaceX IPO approaching and key investors, GOOGL and AMZN, holding outsized equity in both SpaceX and Anthropic, one can guess the incentives.