Investment Strategy - No Debt-Adjusted Tangible Net Asset Value (DAT) has incentive to bid back shares at Net Asset Value (NAV) [1] - With a 50% discount and people seeking legal counsel, they may start to nibble (buy shares) [1]

jew mode (King David) ...

Market Sentiment & Strategy - Suggestion for Pumpfun to switch to 100% buyback strategy to avoid a "death spiral" due to low $PUMP price impacting meme value and platform launches [1] - Concern that low $PUMP price psychologically caps the value of its memes, especially Fartcoin [1] - Observation that the window for making strategic moves is closing [1] Buyback Activity & Communication - Report that Pumpfun used 100% of daily revenue for $PUMP buybacks yesterday [1] - Noted that buyback percentage hovered around 20-26% in the previous days [1] - Lack of recent communication from Alon (6 days) and the Pumpfun account (7 days) raises concerns [1]

Feel like next time Alon tweets Jew mode, he needs to clarify with (good) or (bad) ...

FANTASY TOP EDITION: Powered by Quanto dot Trade https://t.co/goB6GmIyR5 ...

RT Lukas (computer) (@SCHIZO_FREQ)Going live here w/ the @fantasy_top_ and @QuantoTrade teams in little more than an hourBig changes to both recently. Probably some alpha hidden inside https://t.co/A1c7jysjdU ...

We had around 100k eth in summer 2019 with spot around $150, put 25k eth into edgeware lockdrop and 75k eth into grayscale ethe. Total the market put 1.4m eth into the edgeware lockdrop, the consensus trade given polychain backing of polkadot eco. Almost nobody put any eth into ethe bc ppl assumed there’d be no demand for an eth stock wrapper. 1yr later on unlock was around 300% premium on full size, while edgeware was nearly worthless.Point being these closed end fund trades work when nobody is doing them ...

Labubu is yet another sign that Chinese soft power is casually breaking new ATHs, consumers dgaf about politics ...

Wonder if anyone has tried doing a global ocean community, given 64% of the ocean lies outside any country’s jurisdiction ...

Geopolitical & Economic Outlook - Japan might increase foreign investment and influence in the coming years [1] - A potential future policy shift in Japan could involve expelling foreign entities, similar to the Sakoku Edict of 1635 [1]