Stuart

Crypto Investing and Trading |
CIO at Deus X Capital

[Stuart @StuartC_DX]

A wild week at Token2049 capped off with @solstice_io taking the W at @CryptoFightWeek.
@ben_solstice

[Celtic Supporters Ltd @celticCSL]

Five days. One case. Here is where it lands.

Celtic is one of the biggest clubs in world football, run like one of the most cautious. Profitable, £77.3m in the bank, and not one strategic plan published to its owners in nearly 40 years as a listed company.

The cost of running year to year instead of to a plan, on Celtic's own audited numbers: about £37m more revenue a year by year five, roughly £78m of value foregone over five years. The investment to unlock it, around £50m, is already sitting in the bank.

We scored the board against a 12-point framework on governance and communication. Celtic: 1.2 out of 5. Peer clubs: 4.1. Most of that gap costs nothing to close.

Tier 1 of the fix needs no money and no regulator: publish a multi-year plan with real KPIs, set up a fan advisory board, and publish a capital-allocation policy that says what the cash is for. All of it is within the board's gift today.

One supporter can't force any of this. Tens of thousands of scattered shareholders can't either. One organised block can. 5,000 of us is about 3% of every vote, the level a resolution can't be ignored. 10,000 is above 5%.

Aggregate. Accumulate. Activate.

We are not asking to run Celtic. We are asking for a board that answers to the people who own it.

Read Day 5: https://t.co/aCYvnc6cbI

Join from £10 a month and be counted: https://t.co/wc3LbVYuSp

[Thomas Braziel @Bkclaims]

Research request for the Cardano community:

I've been digging through the original 2016 Swiss registration of the Cardano Foundation and noticed the initial board consisted of:

• Michael Kenneth Parsons (Chairman)
• Bruce Robert Milligan (Vice Chairman)
• John Michael Maguire
• Guido Schmitz-Krummacher

Does anyone know any of these individuals, or have firsthand knowledge of the Foundation's early days and governance structure?

I'm particularly interested in understanding:

How the original Foundation was organized?

The relationship between the Foundation, IOHK, and Emurgo?

How responsibilities and capital were allocated among the founding entities?

Not looking to attack anyone - just trying to better understand the history and structure of one of crypto's most important projects. Any documents, introductions, or historical context would be greatly appreciated.

[Alex 👽 @AlexesNakamoto]

Prophecy fulfilled.

Raoul Pal’s investment track record remains unmatched.

Zcash -50% and still falling.

[Solstice @solsticefi]

Private AI infrastructure can't be financed by the companies it's designed to replace.

That financing is moving onchain - for the people.

aiUSX is coming.

[Stuart @StuartC_DX]

Crypto twitter is active again

[Stuart @StuartC_DX]

Bargains everywhere

[Solstice @solsticefi]

eUSX vs BTC.

Protected your port and got SLX on top?
Congrats. You didn't play yourself this cycle.

3+ years & ZERO negative months.

[Laura Shin @laurashin]

"It's just complete balance sheet mismanagement"

Jeff Dorman on why Strategy is being forced to sell Bitcoin

"The market was worried they weren't gonna be able to satisfy the dividend. So they raised about $2 billion and said now you don't have to worry for a year and a half because we have this $2 billion sitting on the balance sheet solely to pay dividends. Everyone breathes a sigh of relief"

"Then a month later he takes 1.4 billion of that cash cushion and buys back some of his convertible debt at 92 cents on the dollar, completely the opposite of what he said the cash was for. He retired 2029 maturity debt, which doesn't come due for three more years"

"Now that one and a half year cash cushion suddenly fell to four months. He comes out on Monday and says we're actually gonna sell some Bitcoin. It's teasing the market that that's the only choice he has now. That's why Bitcoin's imploding, that's why the stock is imploding"

[Stuart @StuartC_DX]

@AviFelman Wen stiglitz

[Stuart @StuartC_DX]

I know its the ultimate bro science but I love these little tidbits from Bryan

[Bryan Johnson @bryan_johnson]

Men, take a break from whatever you're doing and see how many pushups you can do.

How many did you do?

It's a predictor of your heart disease risk.

. 20+ reps is linked to a 75% lower risk
. less than 10, you gotta get off dat ass

Data from 10 yr study of 1,104 men aged 21 to 66.

Pushups outperformed submaximal VO2max at predicting events, likely because pushups capture muscular strength and power on top of fitness, two of the strongest protective biomarkers known.

Limitations: the cohort was middle-aged male firefighters, so do not extend to women, older adults, or sedentary populations. The under 10 group was also older, heavier, and smoked more, so some signal is residual confounding by overall metabolic health.

[ben @ben_solstice]

Stripe acquired Bridge. BlackRock launched BUIDL. J.P. Morgan built Kinexys.

Same pattern: adopt the infrastructure crypto already tested in production. They can't replicate the market that refined it internally.

Wrote about where this goes.

https://t.co/FuBACUOEwA

[Quinny @Quinny3001]

I've been making content now for 7 years, and at every turn I've found myself making content that I would like to watch but no one is making.

Over the last 2 years in particular I've been getting deeper & deeper into Scottish football content and I'm optimistic the style of content I make will be very different to what's around now and hopefully be great content to follow for fans all across Scotland

Yesterday the new channel had 0 subscribers and the first video was released. My goal is to take this channel to 50k subs by the end of the 26/27 season which is ambitious but tbh anything else wouldn't be as exciting to push for

Any/All support on this content is greatly appreciated and is available on Spotify/YouTube/Facebook/everywhere

I hope you enjoy it 👊🍻

[Stuart @StuartC_DX]

@BernieSanders its called an I P(ublic) O mate

[Exponent @ExponentFinance]

The next phase for @solsticefi on Exponent v2 starts now

Roll into the 16SEP26 markets on Exponent v2 with 0% PT swap fees for 72 hours and new incentives across liquidity provisioning, limit orders, and more coming soon ↓

[Christopher Abbott @solsticemonk]

SLX > Everything

#1 on @CoinMarketCap again.

More listings today.

[Solstice @solsticefi]

SLX is live on @Official_Upbit.

[Stuart @StuartC_DX]

@ben_solstice Zero fucks given

[ben @ben_solstice]

Anchorage + Solstice = a front row seat to what "institutional DeFi" means.

@Anchorage @solsticefi

[Stuart @StuartC_DX]

@solsticefi

From 1st round KOs to Top 3 Trending on CMC and Anchorage buying $SLX within 1st week of Token Launch.

More to come 👨��🍳

Meow 😻

[Stuart @StuartC_DX]

A wild week at Token2049 capped off with @solstice_io taking the W at @CryptoFightWeek.
@ben_solstice

[Stephen | DeFi Dojo @phtevenstrong]

At current prices, the @solsticefi airdrop will be an over 300% ROI for me.

Here's the exact math on my airdrop, why this was one of the best airdrops in a long time, and how I'm feeling about S2 and their upcoming STRC and AI products.

Note: Airdrop farmer & ambassador