Michael Saylor Moon

"what a man wishes, that also will he believe"

[Michael Saylor Moon @saylor_mo0]

@crypto_condom @IncomeSharks @AltcoinSherpa Thank you. Any chance you could share a discord link? 🙏

[Michael Saylor Moon @saylor_mo0]

@loraclexyz How do you short European welfare state?

[Serenity @aleabitoreddit]

Just a heads up to $VELO.

There was a $500M shelf for an ATM / Warrants dilution, which is structurally large relative to its $311m MC.

This was a popular retail X stock for speculated SpaceX, Andruil, and Defense supply chains:

With:

- $32.6M from Department of War
- $11.5M from Defense Primes
- $9.8M from DLA

Contracts all recently (largely positive for the company).

They announced the dilution was for "scaling 400 production systems over the next decade" as well as M&A.

However, I do think this amount relative to MC is pretty predatory, especially with ATMs.

I mentioned earlier companies like $VELO can be strategically sound, but financially, not as much so when I covered the stock earlier. And this is a material risk to always consider.

But, it's good to understand overhang risk if you're still long.

Just a standard heads up risk disclosure since this is a popular name.

[Michael Saylor Moon @saylor_mo0]

@stacy_muur @cryptorinweb3 @GetYieldFi @reservoir_xyz Which ones do you consider low-risk?

[Michael Saylor Moon @saylor_mo0]

@simonsarris Dutch cultural factor possibly

[Michael Saylor Moon @saylor_mo0]

@ibuyrugs They were decent until around mid-24 I'd say, I've stopped paying attention since. The fact that they fully missed out on Hyperliquid (like many others) now severely discounts the value of their foresight.

0xResearch the obvious exception to the above

[Michael Saylor Moon @saylor_mo0]

@BobLoukas How can I pre-order this

[Michael Saylor Moon @saylor_mo0]

@kanyewest Hyperliquid

[Michael Saylor Moon @saylor_mo0]

@goodalexander

[Michael Saylor Moon @saylor_mo0]

@Teeznutz11 @IamNomad

[Michael Saylor Moon @saylor_mo0]

@FarmAirborne How was your morning shit sir?

[Michael Saylor Moon @saylor_mo0]

@sc_cath 40k c'est un peu léger pour une Patek

[Michael Saylor Moon @saylor_mo0]

@achilleswifhat @free_electron0 You might not like what you see, but this is what peak performance look like

[goodalexander @goodalexander]

crypto is a wealth transfer from people who imagine the government is solvent to those who know it is not

[Michael Saylor Moon @saylor_mo0]

@CapitalMonet @based16z Hyperliquide

[Michael Saylor Moon @saylor_mo0]

@notputsandcalls milady

[Michael Saylor Moon @saylor_mo0]

@based16z booga if true

[Michael Saylor Moon @saylor_mo0]

@Cbb0fe ooga booga

[Michael Saylor Moon @saylor_mo0]

@purphat Only 351 entry tickets to the citadel

[Michael Saylor Moon @saylor_mo0]

@0xAllen_ @redhairshanks86 Not sure I recognize the movie. Goodfellas?