OpenSea probably never drops a token and ends up just folding like Abstract. Would explain why some key people have been leaving the company.
@beaniemaxi
eToro $ETOR bull case in numbers: Q2 net contribution $229M, +9% Y/Y. Funded accounts 4.28M +18% (4.32M July). GAAP net income $53M, +77%. Adj EBITDA $78M, 34% margin. Capital markets contribution +25% to $142M, eToro Money +44% to $26M. AUA $19.2B, ...
10/7/2026 11:34
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@beaniemaxi
$BLND trading back at a dollar is literally one of the most asymmetric opportunities I've seen in my life. There's no way it ends like this. And it's not going to zero we know that already. Nima just blindsided by bad luck but it's still FCF positive...
10/6/2026 17:08
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@beaniemaxi
It's kind of crazy to me that people value the new Meta AR glasses somewhere in the tens or hundreds of billions of dollars area. Yet you need to like plug it into a puck you then have to carry around. And this ks literally the bear case for a truly ...
10/6/2026 16:38
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@beaniemaxi
$KVYO bull case in numbers: Q2 rev $370.6M, +26% y/y. FY26 rev guide raised to $1.526-1.534B. FCF $82.9M, a 22.4% margin. NRR 109%. Customers paying $50K+ ARR up 36% to 4,477. Stock sits around $16, ~50% below its $30 IPO price. Real growth plus real...
10/6/2026 02:15
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@beaniemaxi
NFT technology is a mega trend. It's the foundation of RWA. The entire financial system is in the midst of being tokenized. What we saw with cartoon monkey jpegs selling for millions of dollars was a perfectly normal market reaction to a radically tr...
10/5/2026 15:47
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@beaniemaxi
Been looking at the obliteration of the public company gaming sector and Sportradar $SRAD has piqued my interest. Victim of a predatorial short report filled with nonsense I can personally dispel guven my background in the industry. It's a picks and ...
10/2/2026 15:03
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@beaniemaxi
Ppl don't seem to understand why yields keep rising on government bonds. It's actually pretty simple and it has nothing to do with the Fed. It's simply the competitive nature of this new hyperscaler driven corporate debt from all the data center spen...
10/1/2026 21:53
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@beaniemaxi
Once you start driving an EV you really never want to go back to a gas powered vehicle. But the economics of these companies are absolutely horrific and the price war in China and global tariff war makes it all that much worse. Great consumer tech bu...
9/30/2026 23:01
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@beaniemaxi
The fact that Bitget (a crypto exchange that nobody on CT uses) can brush off a $400 million hack loss and resume operations and withdrawals just two days later illustrates the absolute magnitude of its earnings off of Chinese market maker pump and d...
9/26/2026 15:05
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@beaniemaxi
So wait...The entire KOL "social trading" meta was just running back the same "fake balance" scam where famous gaming influencers "gambled" house money for show? They just did it with crypto tokens instead? And this time there's venture capital and h...
9/22/2026 12:45
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