Kevin Simback 🍷

About 2 months ago I posted in our internal chat about a project called Keeta and that I bought some KTA (up 6x) I've since done a good bit of research on Keeta and have grown even more bullish Some might say I've sniffed the keetamine Below is my summary 🧵on Keeta

We should all be thanking the corporate treasuries for pumping our bags We can all scream “this will end badly” when the leverage gets out of control but for now just thank your TradFi friends for joining the party

The password is: yappingisnotenough Find the link

The institutions still very much want your bags, and you seem to be ok with selling to them?

Digital Asset Treasury (DAT) education series - ATMs Let's talk about "at the market" (ATM) offerings that are commonly employed by DATs An ATM facility is a flexible way for a public company to raise money by selling new shares of its stock directly into the market, over time,…

$GLXY looks so primed here, breaking out to 4 year highs on the monthly chart + we are setting up for some potentially huge updates and catalyst during the August 5th earnings! A few highlights we could potentially get from Galaxy are: Balance Sheet Updates: Revaluation of…

Caps have been lifted, you can now let AI agents automatically maximize your yield using the most advanced infrastructure in crypto There is no second best because AI can do this better than you

It’s time that we put our money where our mouth is What does this mean? People who talk about a project but ALSO actually invest in or use the product get rewarded the most This is Attention Capital Markets, everything else is just noise

We’re still early in the CDS stage, we haven’t even gotten to CDS squared yet

I back my words with my holdings. Belief + skin in the game = alignment that actually matters. In Attention Capital Markets, my mindshare is backed on-chain. cookie.fun/acm/sc/KSimback

This is great, but it needs to be backed with a credible plan for how to power them Large data centers are looking at 2028-2030 for power delivery, this will be too late

There are a handful of VCs that are absolutely crushing it right now with digital asset treasury plays I keep seeing many of the same names committing to all the good deals They will make 8-9 figs in 6 months on these

All these different perspectives and focus areas are what makes The Delphi Hivemind so special Highly recommend giving everyone on this list a follow

Amazing to see @Almanak__ hitting its caps in < 24 hours! Wen next cap raise??

Had lunch with a friend who is building large (500-1000 megawatt) data centers And the delivery times to get the necessary power is 2028-2030 I seriously don’t know how we keep up with such a big energy constraint Power prioritization may become a thing

Enter @dangoXchg - a new player in the CLOB wars Great read to understand the nuance of what Dango is building and why its design makes it one to keep 👀 on