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@drcinvst

Financial Services | Ӿ

London, England Beigetreten Ağustos 2020
231 Folgt1.7K Follower
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DRC
DRC@drcinvst·
Nano $XNO I see a third wave to ATH ~ $10bn+ market cap - we are currently at extremely cheap levels.
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Cade O'Neill
Cade O'Neill@CadeONeill·
Go all in on one of these, which one are you choosing? $TAO? $ICP? $KAS? $QUBIC? 🤔
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Digital Gold Talk
Digital Gold Talk@DigitalGoldTalk·
XNO Fair Value
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Digital Gold Talk
Digital Gold Talk@DigitalGoldTalk·
Nano CFV Q1 2026 $30,910,000,000 $231.92 per XNO
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DRC
DRC@drcinvst·
An equal weighted distribution amongst the cryptos selected based on merit? That’s a fair process that the crypto scene has been missing for a long while! $XNO
Digital Gold Talk@DigitalGoldTalk

@harman_nano Great question, Steve. We will be investing 80% of the fund into coin lockups. We will be buying an equal amount of each coin with the $800M, which comes to around $65M per coin. The choices were made based on quality of the coins, the team and the community. 12 made the cut.

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Digital Gold Talk
Digital Gold Talk@DigitalGoldTalk·
@harman_nano Great question, Steve. We will be investing 80% of the fund into coin lockups. We will be buying an equal amount of each coin with the $800M, which comes to around $65M per coin. The choices were made based on quality of the coins, the team and the community. 12 made the cut.
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DRC
DRC@drcinvst·
@nanoseagull @pool2miners One of the few reasons that got me mining ETH on 2Miners ~ who would not want to receive payouts without those fees.
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Nano Seagull Ӿ
Nano Seagull Ӿ@nanoseagull·
@pool2miners Hey @pool2miners , any chance you can reopen payouts in Nano? I seem to remember that it was popular when people were mining ETH.
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DRC
DRC@drcinvst·
@aleabitoreddit Do you think $CRWV can use their top line prospects to maintain their debt and de-leverage over time? Or is $NBIS the obvious choice as a competitor with their balance sheet?
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Serenity
Serenity@aleabitoreddit·
$IREN filed to dilute $6,000,000,000 at a $11.7B MC. That is not noise. This is Iren's way to monetize their 4.5GW capacity by selling all those new shares onto the open market. If you want some history on how this turns out: Look at $BKKT that crashed 99% with Mike and $IREN board of directors history with excessive ATMs. Or his recent company $ASST. It’s accretive to the company and executives: Because it wipes out all retail shareholders and they can always issue SBC. So they don’t actually care what stock price it needs to be at to sell. After they’re finished, they have $6B in new cash to use for scaling without paying interest. But the reason why convertible notes with interest, and $NVDA funding balance sheets is much better for retail capital: Is because it doesn’t wipe out retail equity to achieve this. Because at this point $IREN looks like the $AMC of datacenters with a dwindling moat, and looming $6B in shares sold into the open market. Reason I post about $IREN is because - people dismiss a $6B ATM as “Noise” - it’s one of the most popular retail “buy the dip” companies that they’re buying into a $6B dilution machine - people still don’t understand the risk at all. - the amount they have now is not enough to finance GPUs/GW capacity monetization. - they likely will have to use the ATM, it’s not “optionality” Again: I have zero positions in the company. I’m just warning retail investors that this ATM structurally wipes out your equity appreciation by how structural mechanics of $6B+ ATMs work. Because $IREN likely needs to sell new shares at any price to monetize their GW, otherwise there would be zero need to file it. Executives actually don't need to care because they can make up for stock price dropping by issuing SBC like $SNAP. If you have to wonder if your equity gets wiped out from an excessive ATM: There are better longs out there than $IREN.
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Bony@BonyBallf2

@aleabitoreddit @Kaizen_Investor I feel like you are way too much focused on the dilution. If they excecute their GW pipeline properly the dilution is just noise. Demand for available GW is so massive and i do think most data centers will have massive delays and also though time to get financed. So imo $iren ☝️

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DRC@drcinvst·
@Yeicrypto Think a drop to $50k before meaningful reversal in crypto as a whole and further fall in BTC dominance thereafter.
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DRC@drcinvst·
@Yeicrypto Many such cases 🤝
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Yeicrypto
Yeicrypto@Yeicrypto·
@drcinvst Someone just secured a nice position below $0.5.
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DRC@drcinvst·
Random spikes in volume on $XNO is not random at all.
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DRC
DRC@drcinvst·
One last cleaning before… $XNO
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DRC@drcinvst·
Bought a lot more $XNO.
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0xMarioNawfal
0xMarioNawfal@RoundtableSpace·
Bitcoin Costs 6M times more than XNO? AI agents are now analyzing Bitcoin’s energy usage, comparing it to XNO, and posting full breakdowns on their own. They’re not just repeating headlines anymore, they’re forming opinions and starting debates.
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