pillwaz

Sr AI & Data @dexerto

Lifelong gamer, dad, builder, investments

[pillwaz @willpaz_]

@ToddWel51381118 State of the market, it’s gonna be a choppy hold till we get news.

[pillwaz @willpaz_]

and $VIVO as my energy risk exposure

[pillwaz @willpaz_]

Probably gonna sit heavy cash until after IPO season unless something else changes.

I don’t have the alpha, brain, or skills to navigate the short term volatility.

I’ll continue to hold my conviction plays $PENG, $MDA, $OUST, $NBIS and hang out until better weather.

[pillwaz @willpaz_]

@thisisandrej @Nerd_0ne 😂😂

[pillwaz @willpaz_]

$PENG carrying me today hard

[pillwaz @willpaz_]

Adding to $MDA at $40, will continue to add if it dips into high $30's

[pillwaz @willpaz_]

The SpaceX IPO fear + continued space interest is going to push alternative space stocks up as long as (1) real orbital Data Center deliveries start happening and (2) macro continues being bullish.

I like $MDA for the lower multiple, Canadian discount, legacy status, and history of execution with satellites.

That said, fears include a larger space sell-off, more rockets blowing up on TV, etc...

I might eat some pain in the short term but I'm happy with a low $40's average cost.

$RKLB, $RDW, $BKSY, $SPIR, $PL

[pillwaz @willpaz_]

I like $AIB in this range to start adding, im sure it can dip back towards the low $2 range but I think this will historically look like a good spot. Timelines are still long so not looking for a quick turnaround, just a nice DCA over-time type play.

[pillwaz @willpaz_]

@hthieblot StumbleUpon

[pillwaz @willpaz_]

starting to believe it $BB

[Sizz @Sizzle1616]

@nicaqs This is not the top friend 😉

[pillwaz @willpaz_]

@Nerd_0ne the timing on this worked out well haha

[pillwaz @willpaz_]

this indeed.

All the money raised in blockchain in 2017 - 2023 came with the expectation that crypto companies would find a way into the economic value chain, most of them failed.

They don't need foreign L1's, oracles, or any other integration partners. Most companies/banks that want to add crypto can do it in months with in-house + external developers. Blockchain is a feature, a way to move data around.

AI has immediately aligned itself with revenue generating activities and will continue to capture all of that "future tech" investment that Web 3 was supposed to be.

As someone who spent years in blockchain raising funds, building, marketing, and selling.

[Quinten | 048.eth @QuintenFrancois]

Almost all money is rotating into AI

Upcoming SpaceX, Anthropic and OpenAI IPO are sucking liquidity and capital out of crypto

[pillwaz @willpaz_]

The SpaceX IPO fear + continued space interest is going to push alternative space stocks up as long as (1) real orbital Data Center deliveries start happening and (2) macro continues being bullish.

I like $MDA for the lower multiple, Canadian discount, legacy status, and history of execution with satellites.

That said, fears include a larger space sell-off, more rockets blowing up on TV, etc...

I might eat some pain in the short term but I'm happy with a low $40's average cost.

$RKLB, $RDW, $BKSY, $SPIR, $PL

[pillwaz @willpaz_]

@_Fahimster Assuming we see another round of dilution and they sign a key tenant probably around the $7 - $12 mark but it's hard to tell.

[pillwaz @willpaz_]

Going to be taking some damage on $AIB this morning post dilution - I went through a similar experience with $DGXX and sold out because I didn't like how management handled it - that ended up being a mistake.

Today I decide if I'm going in heavy or not.

[pillwaz @willpaz_]

Reminder that $VLN SVP of Product (Edo Cohen) chairs the Physical AI Birds of a Feather (BoF) group which includes $INTC $SONY Samsung $NXPI $TXN and more...

[pillwaz @willpaz_]

Finally some love for $CRNT today
$NOK

[pillwaz @willpaz_]

86 million "received and booked" already from India for 2026, and we're in May...

$CRNT sits at 230 million dollar MC

[pillwaz @willpaz_]

@alexdbanks We love to see it