saveasART💎⛏️ retweeted
Fortitude is pleased to welcome Kimberly Pittman as Chief Legal Officer.
Pittman joins Fortitude’s executive leadership team as the Company prepares for its previously announced proposed business combination with @HeartSciences Inc. (Nasdaq: $HSCS) (“HeartSciences”). In her role, Pittman will work alongside Fortitude’s executive leadership team and Board of Directors, overseeing the Company’s legal function and advising on corporate governance, securities, regulatory, compliance, commercial and strategic matters.
Pittman’s appointment as Chief Legal Officer further strengthens Fortitude’s management team, joining CEO @JaimeLeverton, COO @Andrea_Childs_, CFO @Ellingson_Erik, and CHRO Stephanie Marchioni as the Company advances toward the public markets.
Welcome to Fortitude, Kim!
Read the full announcement here: businesswire.com/news/home/2….
saveasART💎⛏️ retweeted
Replying to @R89Capital
zec is my main but i think this is going to expand. seeing it with prl, a bit with that quantum one. i think you'll see a lot of monies catch a bid in 2027 and it'll be a big trend.
saveasART💎⛏️ retweeted
Over the past year, cumulative NEAR revenue as a percent of cumulative emissions has grown from 0.89% to 2.11%.
This was largely driven by Intent Revenue, which launched last November.
More detail available on our NEAR enterprise dashboard.
另外我想再说一句,历史上没有任何一次股市的回调/大涨/暴跌,是在FOMC确定加息、降息之前就发生的,没有任何一次
鲍威尔在任时,美联储对华尔街的预期管理可以说是无人能敌,几乎每次FOMC的结果都符合华尔街一个星期前的预测,
结果如何?
不还是要等到美联储主席正式宣布加息之后才跌,降息之后才涨吗?
利息都没变,资金怎么动?机构管理层的决策怎么改?
这周真的在动的,最多也只能是投机资金而已
哪怕今天加息概率99%,大资金也必须等FOMC开完才会跑
说现在已经price-in的人,所以下周股价就等于今天周五的人,我真的无话可说
是时候出来澄清一些基本常识了
谢谢大家
saveasART💎⛏️ retweeted
我给你讲太啰嗦。你去问ai 2018一季度市场。我觉得类似。当时市场每一个人都知道加息 85%定价加息 然后歌照唱舞照跳 和现在一样 市场几乎不害怕。然后真到了fomc 发现卧槽 哎呀我卧槽,做空vix的暴力轧空平仓 市场直接暴跌 这种断头就是早早躲开 你当时卖来不及了。如果市场先跌了 vix在20多 我可能也会加入大家乐观阵营。但是现在就是都乐观 或者说55开吧。我是比较担心有波动率踩踏风险。平地起高楼
Replying to @BabybusFL
大神,目前是不是变成了,现在这次fomc的焦点已经从是否加一次25,变成了fomc上会来一个不给预期的持续加,由此引发接下来一段时间有10%以上的回撤概率?
感觉今天早上市场就是被硬拉上去的(不知是不是因为911)如果是那么下周开盘就有可能要开始砸。不知大神怎么看?
saveasART💎⛏️ retweeted
I made a mistake in my previous calculation: xitter.cf/satofishi/status/20029…
It actually takes only ~100 years to cool Venus down to an Earth-like temperature if we block all solar radiation from reaching its surface and use the intercepted solar energy to power an economically feasible AI data center in Venus orbit.
That means planetary-scale climate engineering may not be as far beyond our technological horizon as it sounds. The biggest constraints may not be the laws of physics, but the scale of humanity’s economy, along with the amount of energy, infrastructure, and industrial capacity we are able to deploy.
At the current pace of growth in energy demand, we may be able to achieve planet-scale electricity generation within a few thousand years, if not sooner.
If we first blocked most or all of the sunlight reaching Venus, the planet could gradually cool. As the temperature falls, the CO₂ atmosphere would eventually cross into a very different phase regime. Venus currently has an atmosphere dominated by CO₂ at a surface pressure of roughly 90 bar, so once the planet becomes sufficiently cold, a large fraction of its CO₂ could potentially condense into liquid or solid reservoirs rather than remaining in the atmosphere.
At that point, the problem changes fundamentally. We would no longer be dealing with an atmosphere containing an enormous amount of gaseous CO₂. We would have a planet covered with concentrated carbon-dioxide reservoirs that could, in principle, be processed, transported, or stored much more efficiently.
In other words, the first stage could be thought of as planetary cooling, while the second stage becomes planetary carbon management.
Yesterday, Europe officially opened its largest industrial carbon capture and storage facility at Yara’s Sluiskil plant in the Netherlands. The project captures and liquefies up to 800,000 tonnes of CO₂ per year from ammonia production, after which the CO₂ is shipped to Norway and permanently stored 2.6 km beneath the seabed.
Some may argue that this facility produces little value. It may be true on Earth. But it could serve as a real-world testbed for technologies that, in a not-too-distant future, might be adapted for terraforming Venus. The basic industrial logic is similar: capture carbon, concentrate it, transport it, and permanently remove it from the atmosphere.
You’re unable to view this Post because this account owner limits who can view their Posts. Learn more
saveasART💎⛏️ retweeted
I think next week’s payrolls print will disappoint, and has decent (though not our baseline) chance of being negative.
Supposed it is a negative print. There is no modern Fed era precedent of Fed hiking after two negative payrolls prints.
Still 50-50?
saveasART💎⛏️ retweeted
十九年,从一张模糊的照片,到一盏熄灭的灯。这篇东西是写给我自己的,也写给二零零七年那些和我一样,还在宿舍里住的人。
有些事不写出来,它就一直在。写出来,也许就不在了。
放下没有捷径。住得久了,总得搬走。把东西一件一件整理好,放回角落。不是为了让谁看见这个家,是为了自己再也不用回来。
搬走,就得关灯。人走了,屋里的灯还亮着。关得也许迟了,动静也许大了,但灯总要关,因为人已经走了。锁门,钥匙留在门内。
关灯的声音惊扰了景女士,那不是我的本意。
我希望她好。
愿她往后的日子,与这些字无关。
外面风大不大,屋里的人听不见。他只是在收拾东西。
感情里没有法官。两个人走到一起,又各自走开,中间的事,我至今也没有答案,也不觉得必须有答案。
我不属于任何一边。这件事到我为止。
这是一桩普通的民事财产纠纷,已经进入司法程序。我尊重法院,尊重程序,也尊重对方的一切权利。结果如何,我都接受。
saveasART💎⛏️ retweeted
In Q1 of 2026 when Dan Sundheim’s D1 Capital disclosed a position in $PURR, a ton of SM hedge funds, family offices, long onlys, etc. told their analysts to go figure out wtf Hyperliquid was.
Naturally some of these people found their way to us, as there is no Hyperliquid IR team and we were very public about our thesis.
At first, conversations with them were pretty elementary, and it felt like they were skeptical that our claims about $HYPE’s TAM, technical moat, margins, and execution quality were 100% true.
Three months later, I’d follow up with them and they’d know the story inside and out, and most eventually recognized that this was becoming the biggest story in financial services.
I’ve also been speaking to a leading FINS sell side analyst, who started to really accelerate his understanding of the protocol after the Coinbase deal, where every analyst covering COIN and CRCL started scratching their heads wondering how a relatively unknown protocol (to them) was able to carve out 80/90% of Circle’s economics.
It seemed like none of them knew what Hyperliquid was, until one day CME’s earnings calls was flooded with questions about perps and hyperliquid. To the point where it started to impact their stock price.
We’ve also had conversations from time to time, with bloomberg and wsj reporters who were trying to figure out the story. These peoole rapidly became more familiar with Hyperliquid’s narrative than most people in crypto.
The point is, Hyperliquid will become one of the largest financial narratives in the world. Until that happens we are still early. Some of these things are usually interpreted as top signals in crypto - but that flips on its head when the underlying fundamentals are actually just that good.
With regulatory clarity the earnings multiple people will be willing to pay to own the future is going to expand. With a prolonged bull market, revenue is going to make new highs.
The people buying through Bob Diamond, David Schamis and Grayscale do not care about your crypto ptsd.
Seems to me like a bazooka is coming and people here are still completely unaware.
saveasART💎⛏️ retweeted
Two weeks later and ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 DAT is up 273% and still has more re-rating to do
The market now values the unlocked tokens at roughly 1:1, but the locked 1.84B ENA, worth $255M at spot but implied at just $21M today
if the market values the full treasury 1:1, that's another +126% of market cap
mNAV has gone from 0.18x to 0.44x. let's see how far it chooses to go
ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 DAT @stablecoin_x trades at a steep discount to its underlying ENA holdings. if that discount narrows, the equity could re-rate materially.
> market cap of $49.9M against a NAV of $284M, an mNAV of just 0.18
> a big part of that is the lockup discount: 2.15B of its 3.03B ENA sits under a 48-month lockup
> but even counting only unlocked tokens, NAV is $112M and USDE trades at 0.45x its liquid NAV
> that's $4.63 of unlocked ENA per share against a $2.07 stock
> and the unlocks are rolling: 308M ENA unlocked July 31, another ~229M unlocks Sept 30, then ~45M/month through 2029
> total stack is 3.03B ENA, roughly 20% of the entire ENA supply
the setup gets especially interesting in a more liquid token market. each unlock reduces the duration discount, while renewed crypto risk appetite could compress the mNAV discount.
saveasART💎⛏️ retweeted
Other than the perp DEXes themselves, the biggest beneficiary of "perpification" is ethereum:0x57e114b691db790c35207b2e685d4a43181e6061
Ethena is a machine that converts people’s desire to be levered long into dollar-denominated yield
So far, that machine has been constrained by the size and liquidity of crypto derivatives markets. As stocks, FX, commodities, rates, etc. get perpified, its addressable universe expands from crypto to $100T+ of global financial assets
saveasART💎⛏️ retweeted
An $ENA 5 bagger is just too easy ...
saveasART💎⛏️ retweeted
Max bullish on projects like $ENA, $AERO, and $ETHFI that have exceptional teams, major catalysts, and were priced for zero growth.
Been vocally bullish on all 3 of these companies for months: each outperformed the market yesterday. I expect them to continue outperforming as BTC inevitably creates an onchain wealth effect.
saveasART💎⛏️ retweeted
The fact that the former $CLANKER co-founder joined the LienFi team is not priced in
The recent @Cobie follow is a sign
If the guy now shaping Coinbase's trading products wants an RWA project to push to counter Robinhood Chain, base:0x3722264ab15a1dfce5a5af89e6547f7949a8aba3 is the best native candidate with doxxed devs
I threw together the first version of LienFi API & Agentic docs, available here: app.lienfi.com/docs/api
I think some incredible projects can leverage onchain Liens & Deeds and really excited to see the creative use cases!
As always, please HMU with any feedback/requests/etc
saveasART💎⛏️ retweeted
Replying to @RYANHINGSHING
他们不理解最大问题是“wrong way risk”
就是股价跌的时候,往往Vol上升
一旦走反会被vol delta双杀




































