I asked Michael about how they figured out the $3 price for the DAT before the token launched.https://t.co/lEIGCf1QJuThe Rollup (@therollupco):Michael Heinrich on OG Token Launch & DAT"We had to get an independent third party to say, we believe this is a fair price. They said, based on a number of historical factors and other things, we believe $3 per token is a fair price." https://t.co/C7397pOn1G ...

Mega Matrix Inc. (NYSE: MPU) filed a $2 billion universal shelf registration statement (Form F-3) to support its stablecoin governance token DAT strategy, aimed at accumulating tokens such as Ethena’s ENA. https://t.co/IJTPBfAFXE ...

RT Nom (@TheOnlyNom)Looking forward to expanding the scope of products contributing to $BONK's DAT, and to working on growing the BONK Under Management for $SHOT! ...

Heard of Liquid Collective's LsETH?Their fast growth shows how quickly established DeFi playground can change when institutions get involved.Thanks to @SharpLinkGaming's DAT, LsETH has become the largest LST for $ETH.It's coming to Aave as well. https://t.co/fTKFhgQYFVTom Wan (@tomwanhh):lsETH by @liquid_col has reached $1.7B TVL and surpassed mETH to become the 4th largest ETH LST.The main catalyst comes from @SharpLinkGaming, which is now holding 70% ($1.2B) of the supply. https://t.co/cBYiLaY5xP ...

Summary of Roper (ROP) FY Conference Call - August 11, 2025 Company Overview - Roper is a vertical market software and technology compounder, focusing on compounding cash flow in the mid-teens sustainably over a long period of time [4][5] - The company operates 29 businesses that are leaders in niche vertical markets, emphasizing organic growth and acquisitions to drive expansion [5][6] Core Business Strategy - Roper achieves growth through: - Organic growth of existing portfolio, currently at 6% to 7%, with a target of 7% to 7.5% [6][25] - Strategic acquisitions of niche market leaders, leveraging cash flow and investment-grade leverage [6][7] - The company aims to improve organic growth and capture more value from mergers and acquisitions (M&A) [7][19] Market Position and Competitive Advantage - Roper focuses on niche markets that are less prone to disruption, allowing for high gross retention and strong customer relationships [10][11] - The company emphasizes a decentralized operational structure, enabling agility and accountability at the business unit level [12][13] - Roper is investing in generative AI and other resources to enhance business performance and innovation [14][14] Recent Acquisitions and Growth Opportunities - Roper has acquired businesses like Central Reach and SubSplash, which are positioned in growing markets with strong retention rates [28][34] - Central Reach serves the autism services space, addressing a significant gap in care, while SubSplash focuses on church management software, benefiting from increased engagement and giving [30][34] - The company anticipates these acquisitions will contribute to organic growth and cash flow generation [29][30] Macro Environment and Market Dynamics - Roper's government contracting business (Deltek) has faced challenges but is expected to benefit from pent-up demand and favorable contract types [47][48] - The freight market has been in a recession, but Roper's DAT business is tracking mid-single-digit growth, with potential for improvement [49][50] - The healthcare sector remains strong, with Roper's solutions positioned well to manage costs [51] Risks and Challenges - Roper acknowledges potential execution risks with new acquisitions, particularly with ProCare, and is implementing measures to mitigate these risks [37][42] - The company is enhancing its market diligence and forecasting capabilities to better navigate potential challenges [39][40] AI and Technology Integration - Roper is actively exploring AI applications across its portfolio, aiming to enhance productivity and innovation [69][71] - The company is focused on modernizing its code base and leveraging AI to drive growth and efficiency [75][76] Future Outlook - Roper aims to achieve high single-digit organic growth by leveraging its existing portfolio and new acquisitions [25][26] - The company remains optimistic about the M&A environment, with a $5 billion capacity for acquisitions and a focus on disciplined valuation [60][62] - Roper believes that as long as there are entrepreneurs and capital, new opportunities will continue to emerge [88][90]