FLOAT

When the price goes down, the shit floats. There's a lot of it. When the price goes up, the dreams float. There's a lot of those too. Crypto is a raw, organic beast at its core, so it's no surprise it takes a billion scams to produce one Hyperliquid / Polymarket / Courtyard. Blockchains face highe

Sure, #1 thing is toxic financing structure/float dynamics. Best example is current Neoclouds landscape: - $IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, likely selling into every rally (structural overhang) - While $NBIS is now YTD 153%+, from opt

quote: @piggybank_fi This little piggy went to the market and lost user assets gambling on blatant scam coins https://x.com/zachxbt/status/2054898749923860819 | 1/ An investigation into the opaque private loans/OTC, unilateral vesting changes, market maker coordination, unknown float, and >95% sup

Some thoughts on @helium and solana:hntyVP6YFm1Hg25TN9WGLqM12b8TQmcknKrdu1oxWux 1) Network wide revenue is up roughly 4x y/y from $13k / day to $50k / day. The asset is currently trading at an 8x PE 2) Based on the current buy and burn, more than 10% of the float is being systematically purchased

Some thoughts on @helium and solana:hntyVP6YFm1Hg25TN9WGLqM12b8TQmcknKrdu1oxWux 1) Network wide revenue is up roughly 4x y/y from $13k / day to $50k / day. The asset is currently trading at an 8x PE 2) Based on the current buy and burn, more than 10% of the float is being systematically purchased

SpaceX IPO running the crypto ICO pump playbook. Launch with a tiny % of float at a sky high valuation. Incorporate into exchanges and other products to normalize the “paper” valuation. Exit as much as you can over next couple years. https://www.wsj.com/business/spacex-ipo-would-raise-75-billi