Julian Klymochko

Despite yesterday's rumor of a white knight topping bid from $CVE, $MEG continues to trade at just an 8% premium to $SCR's cash + share hostile bid, down from as much as a 15% premium two weeks ago.

Today's M&A notes $FN.to to be acquired by Birch Hill / Brookfield for $48.00, 13.0% premium, $2.9bn $RCG.to to be acquired by $IAG.to for $20.00, 107.3% premium, $597mm $PRYM.to to be acquired by $TXG.to for 0.06x shares, 18.5% premium, $449mm alpharank.com/live-updates/m…

My latest client memo on the M&A and SPAC market: Make M&A Great Again medium.com/p/e0f6d660bfd6

Year-to-date, nearly $86 billion has been raised by crypto treasury companies - more than double the amount of money raised by U.S. IPOs. There are now more than 100 public companies "attacking" the $MSTR NAV premium, which seems to be on borrowed time.

I joined @BNNBloomberg yesterday to discuss the rumored Cenovus white knight bid for MEG Energy, along with Teck Resources Q2 earnings, with @AndrewBellBNN bnnbloomberg.ca/investing/comm…

We are one meme stock short squeeze away from "Extreme greed"

*FCC APPROVES PARAMOUNT-SKYDANCE MERGER Only took $16 million $PARA $PARAA

A bit of respite from the recent factor unwind / short squeeze dynamic with the HF VIP basket outperforming and most shorted names finally underperforming.

While the aggregate NFT market cap has rallied 88% to $6 billion this month, the entire digital art and collectibles market is still worth 20% less than Shiba Inu coin, and still down nearly two-thirds from its 2022 peak.

Accelerate's CEO, @JulianKlymochko, recently joined CNBC's Power Lunch to discuss this year's bull market in SPACs accelerateshares.com/media/cnbc-acc…

The stock market finally got a CryptoPunks treasury company as $GAME acquires the Cowboy Ape CryptoPunk #5577 for $5.15 million

Foot Locker / DICK’S Sporting Goods pulled and refiled their HSR notification. Is the FTC sniffing out a monopoly in the retailing of "accessible luxury running shoes"? We'll know next month if this merger gets a second request. $FL $DKS

Was browsing r/wallstreetbets (gotta protect the short book) and came across the first intelligent insight I've seen in the forum

During the Great SPAC Boom of late 2020 / early 2021, some days featured more than a dozen blank check IPOs. This frenzy in new issuance resulted in more than 700 SPACs in the market. The current lot of 187 SPACs (of which 115 are searching) and subdued IPOs pale in comparison.

Absolute Return Podcast #258 – Bitcoin as a Core Treasury Asset with ReserveOne’s Jaime Leverton and Sebastian Bea accelerateshares.com/podcasts/258-b…