Razum Capital

A team with 20+ years in markets | AI • Stocks • Macro • Crypto
Market ideas & trend analysis

[Razum Capital @razumcapital]

$ETL +34% in one week

[Razum Capital @razumcapital]

Eutelsat Group — $ETL

One space infrastructure stock I’m holding

Not SpaceX. Not Starlink.

But after merging with OneWeb, Eutelsat became one of the only serious European players in LEO satellite connectivity.

Why it’s interesting👇🏽🧵

[Razum Capital @razumcapital]

For me, $ETL is a high-risk turnaround + narrative-driven space infrastructure setup.

Not financial advice.

[Razum Capital @razumcapital]

Eutelsat Group — $ETL

One space infrastructure stock I’m holding

Not SpaceX. Not Starlink.

But after merging with OneWeb, Eutelsat became one of the only serious European players in LEO satellite connectivity.

Why it’s interesting👇🏽🧵

[Razum Capital @razumcapital]

ETL already showed in 2025 that it can move aggressively when the right narrative hits.

But this is not a low-risk compounder.

Risks: dilution, debt, high capex, declining video revenue, and competition from Starlink.

[Razum Capital @razumcapital]

3/ Then it either dies quietly,
or lists a token and turns the market into exit liquidity.

Same result: investors lose, insiders move on.

Some crypto projects were never built to create value.
They were built to extract it slowly enough to avoid suspicion.

[Razum Capital @razumcapital]

1 / Why do so many crypto projects fail?

Not because the market was early.
Not because the tech was hard.
And not always because it was a rug.

Sometimes it is a slow scam.👇🏻

[Razum Capital @razumcapital]

2/ A project raises millions, builds hype, ships a basic MVP, and sells momentum.

From the outside, it looks real.
Inside, the team is tiny, costs are inflated, transparency fades, and investor money gets burned under the label of “building.”

[Razum Capital @razumcapital]

At this stage, aside from a potential sell-off, the only scenario I’m considering is a prolonged sideways consolidation.

The market has made its move.
Now — discipline and patience.

That’s the game 😉

[Razum Capital @razumcapital]

The Last Dance of $Silver 🪙

The execution of our silver idea played out perfectly — even better than I expected.
Now I closed everything and here is why 👇🏻$SLV

[Razum Capital @razumcapital]

Most often, after this type of price action, the trend reverses.
I have closed all my positions in silver.
In total, $silver is up ~250% from my entry point.

For comparison, not a single top cryptocurrency has delivered a similar return over the past year.

[Razum Capital @razumcapital]

As for $altcoins, nothing has changed: they’re still in deep trouble and don’t seem ready to recover anytime soon. We can start looking at things more positively if $BTC manages to hold a support level for a few weeks with strong volume, similar to what we saw in 2025

[Razum Capital @razumcapital]

📈 $Bitcoin has dropped to the 100-week moving average. This might slow the decline for a bit, but I still don’t see any signs of a reversal. I think we could reach the 66–72k area, and then we’ll see how buyers react — if they react at all.

[Razum Capital @razumcapital]

Probably it is over for $BTC in this cycle, or at least we will see a long range. The next test of 80–84k is highly likely.

[Razum Capital @razumcapital]

Sitting at 40% cash and may raise it to 50%
Exited $BIDU, $GOOG, $FSLR, $SVM and planning to sell $BLTE next
Still holding my core positions: indices, $silver and China ETF

A pullback would be healthy — chance to reload at better prices

What would you buy first on a dip?

[Razum Capital @razumcapital]

$XMR looks ready to catch up with $ZEC and $DASH. The privacy narrative is heating up fast.

[Razum Capital @razumcapital]

📈 Why I’m bullish:
Trust Wallet keeps expanding — gasless transactions, loyalty rewards, DeFi tools.
With massive adoption and Binance support, few tokens have a foundation this strong.
Not financial advice

[Razum Capital @razumcapital]

📈The next 10x coin might already be in your wallet.
Back in 2022, when we picked $TWT, it gave us 2–3x.
Now, after one of the longest accumulation phases on the charts — it looks ready again. 👇🧵

[Razum Capital @razumcapital]

🧩 Fundamental view
• Market Cap ≈ $530M , $1.2B FDV→ 5–10x still realistic.
• 210M+ users already use Trust Wallet; goal — 1B by 2030.
• Backed by Binance — CZ mentioned and supported $TWT publicly.
• Integrations: $ASTER DEX (100x leverage), $SOL staking & NFTs, swaps