Johannes

@sixsigmasyn

[Johannes @jayhuntar]

@rdd147 misleading comparing it to the marketcap. do more research!

[Johannes @jayhuntar]

@meowmeowdj @SmallCapSnipa combined with their genius CFO this is next level.
In the end it all comes down to the financing and roll-out. There is nothing like $hut out there.

[Johannes @jayhuntar]

Zcash is the privacy story Bitcoin couldn't be.

Position before the consensus arrives.

$ZEC

[Johannes @jayhuntar]

The platform owns the data.

The model trains on the data.

The agent acts on the data.

The user never touched the data.

That is the inversion the next cycle reverses.

Nimbus.

[Johannes @jayhuntar]

The model layer is being commoditized.

The compute layer is being institutionalized.

The data layer is still being expropriated.

The next category-leader is the one that closes the third gap.

But storage is boring.

Until the thing being stored is the only asset left that has not been priced.

Then storage is the whole game.

@botanika_sol

[Johannes @jayhuntar]

Junior copper is being repositioned by family offices ahead of the supply-deficit print.

Copper supply deficit: ~5 Mt projected by 2030.

The trade is the discovery curve. The names are downstream. $CUPR.NE

[Johannes @jayhuntar]

Privacy AI overlap with the broader compute infrastructure thesis.

Privacy AI is a category emerging right at the AI/compute infrastructure inflection.

If privacy AI gets a real bid, this is one of the few coordinates. $VVV

[Johannes @jayhuntar]

There is something big coming in privacy AI and decentralized data storage infrastructure.

soon.

[Johannes @jayhuntar]

The shares of a central bank trade at a fraction of the gold and stocks they hold.

The asymmetry has been documented for years.

What's documented for years tends to resolve in one move. $SNB

[Johannes @jayhuntar]

TradeXYZ just opened pre-IPO trading to retail. The structural asymmetry on IPO day flipped overnight.

IPOs are timed for peak hype. With pre-IPO trading, the entire cap-table-ex-insiders can now meet that hype on the bid.

The next big asymmetric trade is not a ticker. It is access to a market that didn't exist twelve months ago.

[Johannes @jayhuntar]

First-mover marketing budgets become first-mover price-discovery budgets. The cost of a higher multiple just got quotable.

This is the IPO market's biggest structural shift since the JOBS Act. Most investors haven't recognised it yet.

The structural winner is whoever positions on the early names before the loop starts pricing.

There are still big market inefficiencies.

@tradexyz

[Johannes @jayhuntar]

Education scaled to zero.

When everything is free, the few things that aren't become priceless.

The bigger vision.

[Johannes @jayhuntar]

The smart money rotated from model-layer to power-layer in 18 months. Read the filings.

Bloom Energy ($BE): top position in Aschenbrenner's Q1 book. +200% YTD. +1,400% trailing year.

When allocators converge on the same cluster, that's not a coincidence. That's the next consensus.

[Johannes @jayhuntar]

The institutional bid on power isn't speculation. It is hedging future AI capex with utility duration.

When utilities trade at growth-stock multiples, it isn't a bubble. It's a systematic change.

Energy infrastructure. $HUT

[Johannes @jayhuntar]

Coatue led a $150M convertible into this miner in 2024. The institutional bid arrived early.

Spot ~$102. ATH $112.26 on May 13, 2026. Mcap ~$11.4B.

$3.25B IG note issuance.

The smart side is already filled. What's left is the catch-up.

$HUT

[Johannes @jayhuntar]

The fiat regime isn't crashing. It is being out-positioned. The 13Fs of the largest funds tell the story.

M2 up 35% since 2020. Real GDP up 8%. The 27-point gap is the inflation that already happened.

When the largest allocators on earth file the same trade, it stops being a thesis. It becomes the floor.

[Johannes @jayhuntar]

$3.25B IG note issuance (investment grade rating for a former miner)

15-year, 245MW Fluidstack lease. Google financial backstop. $7B base contract, $17.7B with options.

When Google financially backstops a 15-year contract, the company changes category.

[Johannes @jayhuntar]

The next marketing budget is a price-discovery budget.

Pre-IPO companies will buy their own contracts. Push the quote. Use it as the comp on IPO day.

Marketing spend becomes IPO multiple.

Building the vehicle.

Soon.

[Johannes @jayhuntar]

There are more private companies than public ones. Until now you could only own them if you were a VC, accredited, or on the cap table. The TAM of tradeable companies just multiplied. There are more privates than publics by a wide margin. The next big asymmetric trade is not a ticker. It is access to a market that didn't exist twelve months ago.

[Crypto Dan @cryptodan19]

For the first time in human history you can trade the stock equivalent of private companies on a liquid market with realistic funding rates

TradeXYZ just launched pre-IPO stock trading, and most people don’t realize how massive this is gonna be

There are more private companies in the world than public ones

And you’ve never been able to trade them unless you were a VC, an accredited investor, or on the founding team, but TradeXYZ just changed that

And because pre-IPO price discovery is now completely untethered from funding rounds and external price oracles, price can go as high as there are buyers

Pre-IPO companies will start quoting the TradeXYZ pricing to justify higher valuation rounds, which will in turn raise the multiple of the valuation on TradeXYZ, creating a positive feedback loop of higher and higher prices

And this is going to create a massive speculative mania:

[Johannes @jayhuntar]

@ivan_nomadz @NOMADZxyz @solanamobile big