MapleLeafCap
@MapleLeafCap
@FoliusVentures @bidclubio @CarnegieMellon
Out of curiosity I actually went to sec.gov and dug up $YHC's filing this morning for like 15 minutes: - I don't think they ever made much money on a gross profit level, that's a real skill. - 15 mm+ a year of SG&A, big salary packages - Share-count went from like…
I got pinged on this also so just in case you are curious about $YHC.... def a punt but if push comes to shove we will always vote in favor of Robert's plan: bidclub.io/posts/cmd37jut…
I got pinged on this also so just in case you are curious about $YHC.... def a punt but if push comes to shove we will always vote in favor of Robert's plan: bidclub.io/posts/cmd37jut…
Honestly maybe someone (like SOL foundation) should just take $MPLX private if it keeps trading down (to say 50-100 mm FDV). A lot of peeps believe in owning beta in the world of billions of tokens and most of it happening on SOL (w/ AI / RWA / DePin etc) tho so not sure why it…
🔈BidCast - New Interview with @DegenMack from @metaplex on $MPLX We discuss: 📌$MPLX's current $2mm ARR and if it's sustainable 📌 The current memecoin regime on SOL 📌 Its new Genesis primitive and why it's exciting 📌 The platform's future plans and $MPLX's value-capture plans…
With $PUMP launching its incentivized campaign (x.com/dumpster_dao/s…), it seems $BONK & $GP should come back w/ their own. If anything, it seems like a good idea to further incentivize the migrate.fun tool ($HUSTLE) by either offering $BONK airdrops to projects…
1/ It appears that @pumpdotfun is preparing to launch a volume incentives program that will last at least 30 days, with $PUMP as the rewards token 👇
I remember during my HF days in NYC 16-20 where I looked at a bunch of micro/small caps in HK / Asia where a ton of them have negative EV (esp. HK) and my old boss wanted to buy them and we decided against. Turns out all these C-suites are ass clowns enriching themselves w/ the…
Think soon the final flush (with more FUD) as ICO participants can no longer take the pain. Then become super interesting w/ the ball in the team's court: - Capital allocation transparency - IR strategy & guidance-setting, codifying value-capture - Shipment of impactful products…
超级个体时代已来，国家与组织体系边缘化是大势所趋； 如果你是聪明人，现在是千年一遇的杠杆； 如果你是庸人，这就是看不见硝烟的末日。 AI 赋能智力 → 执行力极度放大 - 高智商个体无需雇佣劳工，即可调用模型与机器人完成整条生产与分发链，劳动不再稀缺，只有思维稀缺。 Web2 降低信息摩擦 →…
Hey maybe the cost of capital / discount rate one should use in crypto is 25-30% because that's what $BTC may compound at given fiat depreciation into the future.
GM Introducing the [BidClub Liquid Feed]: - Pushes high quality mid-form+ content on TG - Sources from x.com and bidclub.io - Cadence of 1-3 / day, won't spam you. - Crawled & AI-benchmarked (& buyside reviewed) to BidClub Standard - Also fed to…
Think soon the final flush (with more FUD) as ICO participants can no longer take the pain. Then become super interesting w/ the ball in the team's court: - Capital allocation transparency - IR strategy & guidance-setting, codifying value-capture - Shipment of impactful products…
fwiw think there's cascade risk to PUMP towards 0.0025 - 0.003
If I had to guess CEX & Hype listing probably coming soon the way it’s trading. Bonk Mobile launch is a nice touch to extend the story further.
Also getting questions on why $GP, well here's a rundown: bidclub.io/posts/cmcvvsqw…
StablecoinX Inc. @stablecoin_x has announced a $360 million capital raise to purchase $ENA and will seek to list its Class A common shares on the Nasdaq Global Market under the ticker symbol "USDE", which includes a $60 million contribution of ENA from the Ethena Foundation…
Was a fun convo. fee towards $50 mm was quite nice to hear -- and $HOOD validation bringing more B2B contracts is prob more mid-term. Should have asked about whether ARBStrategy soon. Think going forward AEP ramp, Arbitrum One fee stability & margins, and Timeboost upside to be…
🔈BidCast - New Interview with @ajwarner90 from @arbitrum on $ARB 📌 What the $HOOD deal means for $ARB, especially on institutional partner signal and impact 📌 How $ARB generates (volatile) $50 mm rev today 📌 What it is structurally well positioned to ramp this rev materially…
Forever grateful & consider Mable one of the most inspiring person in the space for me. While, I'm at the very bottom right, my support for Mable is unparalleled -- and the position can only move up from here lel, trend is good.
I’m excited to announce that I have started Trends @trendsdotfun, a value-anchored social protocol that pushes the frontier of information finance. It’s also a bittersweet farewell moment: my full-time gig with @fslweb3 has come to an end, but I will continue to support the…
Also getting questions on why $GP, well here's a rundown: bidclub.io/posts/cmcvvsqw…
fwiw I think the buyback action in $PUMP just made it investible for liquid funds that were on the fence.
fwiw I think the buyback action in $PUMP just made it investible for liquid funds that were on the fence.
I mean just maybe the play is to own all 3 of $PUMP $BONK $GP to basically corner the ~3mm USD / day of fee on SOL memecoins and get to long it at 7.5 Bn FDV / 1 Bn fees = 7x FCF but are u bullish this fee stream will keep going up