Hey Lyn, does $100m count as good network effects and SoV moat? Asking for a fren. ...

Company Overview - Triumph's market capitalization was $1.5 billion as of July 11, 2025 [9] - The company's revenue for the trailing twelve months (TTM) ending June 30, 2025, was $419 million [9] - Net income to common shareholders for the same period was $10.4 million [9] - The U S freight and logistics industry represents a $990 billion market based on gross freight revenue from U S trucking on primary shipments [14] Factoring - Triumph is the 2 transportation factor in the U S [17] - The factoring portfolio turns 10.4x annually [17, 36] - The average discount rate for factoring is 1.37% [17, 33] - Triumph purchased $11 billion in transportation accounts receivable over the last 12 months [33] Payments & Intelligence - Triumph handles payments for 41 of the top 100 freight brokers [24, 44] - Triumph disburses over $155 million every day [24] - Triumph's Network Engagement touches over 63% of all brokered freight [44, 54] - Triumph Intelligence processes $70 billion in annual, verified freight transaction data [28, 54]

I believe true value is from growth, not cigar butts. Time is investors' best friend.  Evaluation matters but need to be viewed from a long-term perspective. Great businesses often offer tremendous value to society and are super durable. When your products and services are 10x better than others, you deserve to grow 10x (or people you to grow 10x) and stay dominant. Selection, convenience, and value are tremendous characteristics I am looking for.  Durability is a great multiplier of value (I don't buy a cy ...

Apparently network effect is only measurable by manipulatable price and Satoshi wrote the whitepaper 'Bitcoin: A peer-to-peer electronic portable capital'.Lyn Alden (@LynAldenContact):@GeorgeGammon Portable capital that cannot be confiscated with the stroke of a pen. ...

Alts season can be amazing or devastating...First the tide doesn't lift all boats so asset allocation is crucial !Second, remember it usually happens in rolling pumps on different tokens. FOMO at these times will kill, conviction pays.What is conviction? Your token must outperform SOL, ETH and BTC to even matter, and it needs to have weekly charts that prove that. For me, SUI has a good chance and has outperformed this far. Your mileage may vary...Time horizon matters too. You WILL destroy your capital if y ...

Core Insights - The focus is on identifying undervalued companies with significant growth potential, particularly in technology, AI, fintech, and cloud infrastructure [1] - Emphasis is placed on rigorous fundamental analysis combined with forward-looking strategies to assess business quality and leadership execution [1] - The investment strategy targets platform businesses with network effects and monetization models that are not fully recognized by the market [1] Investment Strategy - The approach includes monitoring cash flow resilience, balance sheet flexibility, and establishing valuation floors to protect capital [1] - The goal is to invest in opportunities where narrative changes can lead to multi-year upside with limited downside risk [1] - The research aims to provide practical insights that empower investors to understand the core drivers of durable value creation beyond surface-level headlines [1]

DeFi Ecosystem Expansion - Morpho Labs is deployed on EVM chains, indicating a growing presence in the decentralized finance space [1] - Revolut is rumored to be building on Morpho, suggesting further integration of traditional finance with DeFi [2] - Revolut potentially joining the Ethereum ecosystem could significantly expand its reach and user base [3] Layer 2 Solutions - The strategy involves initially building on existing deployments and later transitioning to a Layer 2 solution, similar to Robinhood's approach [1] - Layer 2 solutions are being considered to enhance scalability and efficiency [1] Network Effects - The report questions whether the EVM (Ethereum Virtual Machine) has a network effect in DeFi [1]

| STRATEGY AGENDA | STRATEGY | GEORGE CHAMOUN | | | --- | --- | --- | --- | | | GROWTH | MIKE WATERMAN | | | | INNOVATION | VIKAS MEHTA | GREG BOROWSKI | | | | JOHN COLES | PHIL SCHNEIDER | | | BREAK | 15 MINS | | | | SCALE | BILL ZERELLA | | | | Q&A | GEORGE CHAMOUN | | | | | BILL ZERELLA | | MARCH 11, 2025 © 2025 ACV Auctions, Inc. STRATEGY FORWARD LOOKING STATEMENTS Statements in this presentation regarding future performance and future expectations, beliefs, goals, plans or prospects include forward loo ...

the most important benefit of decentralization is its capacity for global statewhich in financial terms means global liquidityofc, you can get a ton of liquidity as a trusted server but the fact that you must be trusted implies that there will always remain parties that won't trust you — and as a result won't park their liquidityso, assuming you can mimic centralized UX with a decentralized system (scalability), you can amass more state and more liquidity — and hence more network effectsand as you get more ...

RT f1go.eth (@FigoETH)Coinbase, Sony, Alibaba, Deutsche Bank, Robinhood & OpenAI all created powerful network effects with setting up L2s.If you want to benefit from these network effects you have to set up also an L2.So decent chances that all companies mentioned below have their L2s.Besides network effects much more benefits like settling on ETH L1, high customizability, very attractive business model (Base doing ~$80M revenue annually, and thats just the start) etc.What this leads to: ETH L1 being base l ...