@Mora98

[Fernando Pertini @DecodeMarkets]

ZeroHedge just found $SVIK

The market hasn’t. Yet.

Full DD coming soon. 🇸🇪⚛️

[Fernando Pertini @DecodeMarkets]

If you hold $ETH $ETHA $SBET or $BMNR this one’s for you.

If you don’t, this one’s about you.

Zero ETH isn’t neutral. It’s a position.

[Fernando Pertini @DecodeMarkets]

https://t.co/p1iXV5yOgE

[Fernando Pertini @DecodeMarkets]

$FUTU was the warning shot.

$TIGR printed record revenue, 21% above consensus, +31.4% YoY / +17.7% QoQ
Stock trading volume: +127% YoY
Client assets: $60.7B, +16.7%
Margin financing: +28.9%

First-ever stock buyback.

Despacito, it keeps delivering

[Fernando Pertini @DecodeMarkets]

The numbers were there.
This is just getting started.
$FUTU $TIGR

[Fernando Pertini @DecodeMarkets]

If $ETH starts running, $SBET shorts are cooked

Is that likely? Absolutely….

Most portfolios still own zero $ETH

[Fernando Pertini @DecodeMarkets]

ICO fever was the first leg.

NFTs came next.

The GENIUS Act opened the gates.

Now Wall Street is in full tokenization mode.

Don’t ask me for a target
I only know this rally will make history

The greatest short squeeze in modern financial history won’t come from reported shorts.

It will come from the fact that most portfolios still own zero $ETH

Happy weekend

[Fernando Pertini @DecodeMarkets]

When $ETH trades at $15,000 or $20,000, whether you bought at $1,500, $2,000 or $2,500 will barely matter

The real mistake is still waiting

Most portfolios still own zero $ETH

[NoLimit @NoLimitGains]

$ETH 📈📈📈

Kept buying when nobody wanted it. Paying off now.

[Fernando Pertini @DecodeMarkets]

🚨 THE $SBET EXIT IS GETTING CROWDED

~60% institutional ownership.
40.3M shares short.
20.7% of the float.
4.6 days to cover.

Institutional shares can be lent, so they’re not automatically trapped.

But if $ETH breaks out and holders don’t sell, 40 million shares will be looking for the same exit

Do love this setup for a major run

Do your DD

[Fernando Pertini @DecodeMarkets]

Robinhood Chain just went from ~280K to 5.2M daily active users.

And underneath it all: Ethereum

Like it or not, once the $2,000 $ETH wall is breached and shorts start running for the exits, a lot of eyes will suddenly open.

Think Eastern Europe after the Berlin Wall came down.

The world on the other side was already there.

They just couldn’t see it yet.

It won’t be long for $BMNR to shine

[Fernando Pertini @DecodeMarkets]

“To CLARITY” or not “To CLARITY”…

Maybe that’s no longer the only question.

Congress stalls. The SEC moves.

A tailored crypto offering regime.
An innovation exemption for tokenized securities.
24/7 markets on blockchains.

The direction of travel is becoming hard to miss.

And with the midterms approaching…

Let the bull market begin

[Fernando Pertini @DecodeMarkets]

Do your DD on ethereum:0x163f8c2467924be0ae7b5347228cabf260318753
Will $ORBS be next…?

[Valentin Fletcher @ValenFletcher]

En los últimos tiempos, Peñarol ha sufrido muchas lesiones y le han echado la culpa a la seguidilla.

Ésta semana, Peñarol debía jugar 3 partidos en 7 días.

¿Qué pasó? El partido se suspendió, y Ruglio dice que el perjudicado es Peñarol, cuando es el mayor beneficiado.

[Fernando Pertini @DecodeMarkets]

Most investors still have $SVIK 🇸🇪 in the wrong box

They see an 80-year-old Swedish nuclear-services company

That may be a serious category error

Underneath sits scarce licensed infrastructure, mission-critical software and decades of nuclear know-how. K-Next/ReFirm adds new-build optionality. Nuclear specialists are reshaping the ownership and board

This is not another nuclear PowerPoint

It is a real business evolving into a European nuclear platform, with VC-style upside if execution follows

One platform. Two return profiles.

Here is the deep dive 🧵

[Fernando Pertini @DecodeMarkets]

The nuclear renaissance is no longer a thesis
Price is simply lagging reality...
For now

[Alexander Tricolor @AlexanderTricol]

Mira lo que es esto hermano es la vuelta luego de haber perdido 3 a 0 de local. Que hinchada pijuda tenes NACIONAL.

[Fernando Pertini @DecodeMarkets]

This is the part $SBET shorts should read twice.

With nearly 50% institutional ownership, the effective tradable float is already much smaller than the headline float. Management believes every $1 of shares repurchased removes more than $1 of effective liquidity.

39.08 million shares short.
4.4 days to cover.
A buyback doesn’t force shorts to cover.
It simply narrows the exit before they have to use it.

$BMNR shorts got a preview yesterday: the stock jumped 15% intraday after the company announced aggressive repurchases for the second consecutive week

$SBET shorts should be taking notes

If you’re bullish on $ETH then $SBET is becoming one of the more interesting proxies in the market.

[Fernando Pertini @DecodeMarkets]

The CLARITY Act may accelerate it
But with or without it, this trend will be hard to stop
Yes, new MS $ETH and $SOL ETFs coming to market

[Fernando Pertini @DecodeMarkets]

Here is a setup every hedge fund short $ORBS should be modeling before tomorrow

1) $ORBS trades at 40%+ discount to holdings
2) Cash + stablecoins represent 60% of its market cap
3) 23.4 million shares are short 👀
4) Tomorrow, $WLD daily issuance drops 43%
5) 36% of today's market cap is an indirect participation at OpenAI

Company already has a $125M buyback authorization. As of Q1, it had repurchased zero shares.

If management starts buying at these levels, this stops being a crypto debate.

It becomes a supply problem
(read it again)

Mispricings can persist… until the balance sheet decides they shouldn’t.

Watch the chart. Watch the short position.

And remember... @fundstrat now sits on the $ORBS board. Last week, $BMNR -the company he chairs-repurchased 5.5 million shares, approximately $86M worth.

History doesn’t have to repeat. It only has to rhyme.