KiloCrypt0
274 posts


I like the $W (Wayfair) play called out by @michaeljburry as a prime target for $GME/Ryan Cohen: Mature e-comm platform w/ strong logistics & AI tools already built. Trimming fat now (tech bloat, etc.), to focus on generating cash in a soft housing market, only to explode once it rebounds... Undervalued, scalable, sleepy mgmt—Cohen's playbook.
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KiloCrypt0 retweetet

Final Stop GameStop: The Jig is Up
In Part 1, I outlined how he arrived on the scene – we had a talk in 2019 about GameStop and investing. The Chewy founder then made a big splash as an activist with a Form 13D filing later in 2020.
He has held on with the diamondest hands.
Ryan, the current Executive Chairman, CEO and owner of now about 9% of GameStop stock, ascended to this dual role in September 2023.
Let’s take a look at the business as it stands today.
Here I will introduce the Scion Analyst Template, in parts. This is a Microsoft Word template I put together for my wayward analysts early in 2006. The idea was to get everyone thinking my way about analyzing stocks.
I will now, as I would have in 2006, analyze GameStop stock by working through the template one section at a time.
open.substack.com/pub/michaeljbu…

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@ReesePolitics I don't think I have ever seen a post about Alaska LOL
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KiloCrypt0 retweetet

This is the part where I complain about @ryancohen buying 500k shares of $GME as the CEO and cry about store closures, right everyone?
RYAN COHEN PURCHASED 500,000 SHARES OF $GME
FUCK YOUR SAD SOY BOY BITCH BOY WHATTABURGER BITCH
ITS GAMESTOP
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KiloCrypt0 retweetet

It’s not crypto vs physical metals, it’s both working together.
Gold and silver are great at storing value, but they’re slow and hard to move in a digital economy. Blockchain doesn’t replace metal, it makes it usable. When metal is tokenized 1:1, you can transfer value instantly, settle payments globally, or use fractional ownership without shipping bars around.
Crypto isn’t about abandoning physical assets. It’s the rail that lets hard assets like gold and silver function in modern markets. Fiat fails because it’s printed. Crypto succeeds when it’s backed.
The future isn’t picking a side, it’s hard assets + digital settlement working as one.
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KiloCrypt0 retweetet

KiloCrypt0 retweetet

Just a massive shout-out to 3 guys in the discord, Moneytingz, Loosid and JusttheTip
Those 3 guys hammered the table all last week about this thing and it just made discord members 300-600%
Absolutely fucking insane. We have crafted WARRIORS
@moneytingZz123 @loossiidd
Follow them
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