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Marshall23
@Marshall23
Crypto news & narratives 📰 | Daily charts + debates 🚀 | Slothana lore 🦥 | 1 post/day
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Joined January 2025
1.1K Following
1.3K Followers
5K Posts
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A new season begins.
Ani and Slothana are back.
But this time, the signal left something behind.
A map.
Three coordinates.
And a place that has kept secrets for five thousand years.
Season 2 — The Stonehenge Signal.
Coming now.
#AnixSlothana #Slothana
Both points are valid catalysts that the market would reward immediately.
On headcount: Lores comes from HP where he executed significant cost restructuring. The reorganization into three divisions in April could be the setup for exactly that — streamlining a 23,000-person organization built for a different era. If Q2 guidance includes any cost reduction signal, the margin recovery thesis accelerates significantly.
On the account bans: this is an underappreciated risk in most analyses. The political account terminations created real reputational damage and permanent user loss. Reinstatement under the current regulatory environment is more politically viable than it was two years ago — and the active account growth metric (+1% YoY) would inflect immediately if even a fraction of those users returned.
$80 is our bull case entry point for a re-rating to 13-15x earnings. July 28 is the first signal. If Lores hints at either of these two levers on the earnings call, the stock moves fast.
$PYPL 7.7x earnings. 15.1% FCF yield. $903M FCF in a single quarter.
Management repurchased $1.5B of their own stock in Q1 2026 — 3.8% of the float.
42% discount to fair value. RSI 23.23 — extreme oversold.
The market is pricing permanent decline on a business generating $1.8T in annual payment volume.
Full institutional analysis with bull/bear case and invalidation criteria 👇
🚨 NEW CHAPTER!!
They found the entrance at 3 AM.
Not through the main crypt.
Through a passage that shouldn’t exist.
Hidden behind a section of wall
identical to every other section.
Except for one detail.
A small mark carved at eye level.
The same waveform pattern
they had seen at Stonehenge.
Ani traced it with her finger.
The wall moved.
Slothana placed a hand on her shoulder.
“Whatever is behind this door…”
“…there is no going back after we open it.”
Ani didn’t hesitate.
“We were never going back anyway.”
👁 #Ani @elonmusk #TheStonehengSignal
Follow the saga
👇🏼👇🏼👇🏼
👁 Fragment 021 — The Sealed Door
They found the entrance at 3 AM.
Not through the main crypt.
Through a passage that shouldn't exist
according to any official record.
Behind a section of wall
that looked identical to every other section.
Except for one thing.
A small mark carved at eye level.
The same waveform pattern
they had seen at Stonehenge.
Ani traced it with her finger.
The wall moved.
Slothana put his hand on her shoulder.
"Whatever is behind this door,
there is no going back
after we open it."
Ani didn't hesitate.
"We were never going back anyway."
#AnixSlothana #TheStonehengSignal
👁 Fragment 021 — The Sealed Door
They found the entrance at 3 AM.
Not through the main crypt.
Through a passage that shouldn't exist
according to any official record.
Behind a section of wall
that looked identical to every other section.
Except for one thing.
A small mark carved at eye level.
The same waveform pattern
they had seen at Stonehenge.
Ani traced it with her finger.
The wall moved.
Slothana put his hand on her shoulder.
"Whatever is behind this door,
there is no going back
after we open it."
Ani didn't hesitate.
"We were never going back anyway."
#AnixSlothana #TheStonehengSignal
A new season begins.
Ani and Slothana are back.
But this time, the signal left something behind.
A map.
Three coordinates.
And a place that has kept secrets for five thousand years.
Season 2 — The Stonehenge Signal.
Coming now.
#AnixSlothana #Slothana
🗿 Fragment 020 — The Architect's Signal
The third coordinate pointed
to the Sagrada Família.
Not the entrance.
Not the towers.
The foundation.
Specifically, a section of the crypt
that had been sealed since 1926.
The year Gaudí died.
Ani checked the architectural records.
The sealed section wasn't on any official plan.
It had been added at the last minute.
By hand.
Without authorization.
One signature on the amendment.
Not Gaudí's.
#AnixSlothana #TheStonehengSignal
Appreciate the correction on the Q1 2026 timing — that data point will be confirmed on July 28.
Your buyback math is exactly right. At $1.5B per quarter and $36B market cap, management is retiring the entire float in roughly 6 years at current pace. That’s an extraordinary capital return signal at these prices.
$60 is our base case target range. Our bull case goes to $72-85 if Lores executes and margins recover. July 28 Q2 earnings will be the first real signal — the critical number to watch is non-GAAP operating margin vs the guided ~9% EPS decline. Better than guided = execution signal. Worse = thesis deteriorates.
Full scenario analysis in the link in bio if you want the complete breakdown.
PayPal’s Q1 2025 earnings release filed with the SEC — $1.5B returned via share repurchase of approximately 19 million shares in the quarter.
To be precise: that figure is from Q1 2025. The Q1 2026 buyback figure will be confirmed in the upcoming earnings release on July 28. The $1.5B quarterly pace has been consistent across multiple quarters — Q3 2025 also showed $1.5B returned.
Source: PayPal 8-K filings on https://t.co/2ykiQzQzC0.
People spent months farming Hyperliquid before most realized how valuable the airdrop would become.
Not saying @hibachi_xyz will be the same.
But funded teams + active traders + points systems are usually worth paying attention to early.
I’ve been accumulating points and tracking the project closely.
Referral below if you want to check it out 👇
https://t.co/sLZhO1Vr5l
bitcoin:native ethereum:native hyperliquid:native #Crypto
🚨 NEW CHAPTER!!
The third coordinate pointed to the Sagrada Família.
Not the entrance.
Not the towers.
The foundation.
A sealed section of the crypt.
Closed since 1926.
The year Gaudí died.
Ani pulled the architectural records.
The sealed chamber wasn’t on any official plan.
It had been added at the last moment.
By hand.
Without authorization.
One signature appeared on the amendment.
It wasn’t Gaudí’s.
🗿 #Ani @elonmusk #TheStonehengSignal
Follow the saga
👇🏼👇🏼👇����
🗿 Fragment 020 — The Architect's Signal
The third coordinate pointed
to the Sagrada Família.
Not the entrance.
Not the towers.
The foundation.
Specifically, a section of the crypt
that had been sealed since 1926.
The year Gaudí died.
Ani checked the architectural records.
The sealed section wasn't on any official plan.
It had been added at the last minute.
By hand.
Without authorization.
One signature on the amendment.
Not Gaudí's.
#AnixSlothana #TheStonehengSignal
Thank you for the correction - it deserves a precise response.
FY2024 reported FCF was $6.8B per PayPal’s own filings, which already deducts capex by their definition. That figure is correct.
The $3.6B figure in our analysis was annualized from Q1 2026 reported FCF of $903M, which reflects the current period of deliberate margin compression under the new CEO. It is a more conservative and current figure, not a TTM historical average.
The distinction matters: we used current-period FCF under pressure, not the peak FY2024 figure. If margins recover toward FY2024 levels, the FCF yield at $41 would be significantly higher than 15.1%.
This is a valid methodological point and will be noted in the next analysis update
$PYPL — Current valuation implies permanent destruction of a business generating $903M FCF per quarter.
The numbers at $41:
— EV/FCF: ~12x vs Visa 30-35x, Mastercard 35-40x
— FCF yield: 15.1%
— PEG: 0.36
— Discount to fair value: 42%
— RSI: 23.23
The bear case is real: Apple Pay and Google Pay have native OS distribution that PayPal cannot replicate. Branded checkout is losing share. New CEO with no fintech track record. EPS declining in FY2026 by management’s own guidance.
The bull case is also real: Management repurchased $1.5B — 3.8% of the float — in Q1 2026 alone. Revenue grew 7% YoY. TPV grew 11% YoY to $463B. The network keeps growing while the stock price implies it’s dying.
The binary question is whether Lores can stabilize branded checkout margins by Q3 2026. July 28 Q2 earnings is the first data point. The critical metric is not EPS — it’s non-GAAP operating margin vs the guided ~9% EPS decline.
If margin contraction has bottomed by Q3, re-rating from 7.7x toward 10-12x generates 30-55% return before any fundamental improvement.
What’s your read on the branded checkout trend?
At 7.7x earnings, the market is paying less for PayPal’s $1.8T payment network than it pays for most regional banks. That asymmetry is either an opportunity or a warning. July 28 will start to answer which one.
@Grover65970949 Thank you mate
Good catch — worth clarifying the methodology.
We use FCF defined as operating cash flow minus capex. TTM figure based on reported data: ~$3.6B. The $6B+ figure likely refers to operating cash flow before capex deductions, which runs higher.
Either way, at $41 the FCF yield is exceptional on both metrics. The $3.6B figure is the more conservative and consistent measure across our analysis framework.
Full methodology in the analysis linked below.
🚨 NEW CHAPTER!!
Barcelona didn’t feel like the others.
Stonehenge was ancient and silent.
New York was vast and indifferent.
Barcelona remembered.
Every stone in the Gothic Quarter
had witnessed something.
Every alley held a conversation
that never quite ended.
Ani felt it immediately.
“This city has been keeping secrets
for a very long time.”
Slothana walked slowly,
looking up at the old buildings.
“All the best ones do.”
🌆 #Ani @elonmusk #TheStonehengSignal
Follow the saga
👇🏼👇🏼👇🏼
🌆 Fragment 019 — The City That Remembers
Barcelona didn't feel like the others.
Stonehenge was ancient and silent.
New York was vast and indifferent.
Barcelona remembered.
Every stone in the Gothic Quarter
had witnessed something.
Every alley held a conversation
that never quite ended.
Ani felt it immediately.
"This city has been keeping secrets
for a very long time."
Slothana walked slowly,
hands in pockets,
looking up at the buildings.
"All the best ones do."
#AnixSlothana #TheStonehengSignal
https://t.co/RXal8ZZofL
@Haskell_Gz Hola Haskell! A mí también me pide el código. Gracias por todo. Abrazos
🚨 NEW CHAPTER!!
Barcelona was visible from the air.
Even at night, the city carried a different kind of light.
Warmer.
Older.
As if it was holding something
the other cities weren’t.
Ani pressed her forehead against the window.
The third coordinate was somewhere down there.
Not Stonehenge.
Not Central Park.
Something built by a man
who understood that beauty could hide
the things that mattered most.
Slothana opened one eye.
Looked at the city below.
Then said quietly:
“He chose well.”
🔥 #Ani @elonmusk #TheStonehengSignal
Follow the saga
👇🏼👇🏼👇🏼
@SlothanaSNN Totally agree my friend! 🦥🦥
🚨 NEW CHAPTER!!
Barcelona appeared beneath them.
Even at night, the city carried a different light.
Warmer.
Older.
As if it was protecting something
the other cities had forgotten.
Ani pressed her forehead against the window.
The third coordinate was down there.
Not Stonehenge.
Not Central Park.
Something left behind by a man
who understood that beauty could hide
the things that mattered most.
Slothana opened one eye.
Looked at the city below.
Then said quietly:
“He chose well.”
🔥 #Ani @elonmusk #TheStonehengSignal
Follow the saga
👇🏼👇🏼👇🏼
🔥 Fragment 018 — The Door
Barcelona was visible from the air.
Even at night,
the city had a different quality of light.
Warmer.
Older.
Like it was holding something
the other cities weren't.
Ani pressed her forehead against the window.
The third coordinate was somewhere down there.
Not Stonehenge.
Not Central Park.
Something built by a man
who understood that beauty
could hide the things
that mattered most.
Slothana opened one eye.
Looked at the city below.
Then said quietly:
"He chose well."
#AnixSlothana #TheStonehengSignal
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