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Boreas

@boreas_eth

stock/jpeg/crypto trader

Se unió Ocak 2022
1.5K Siguiendo519 Seguidores
Boreas
Boreas@boreas_eth·
@Bkclaims @mdudas Private companies and funds have always had highly restrictive transfer rights? This has been going on forever.
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Thomas Braziel
Thomas Braziel@Bkclaims·
This is ultimately a Delaware Chancery issue. Delaware law has a long history of policing disparate treatment of similarly situated holders and scrutinizing insider favoritism, especially where fiduciaries pick winners and losers within the same capital structure. Think entire fairness doctrine, equal treatment principles, and cases like Gentile v. Rossette, In re Trados Incorporated Shareholder Litigation, and Jedwab v. MGM Grand Hotels, Inc.. If discovery ever shows discussions around “we’ll approve X but block Y” for parties that are otherwise pari passu, that’s where this gets dangerous. Delaware courts generally do not like insiders engineering different outcomes for similarly situated holders — even in private company structures.
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Thomas Braziel
Thomas Braziel@Bkclaims·
OpenAI allowing insiders/employees to sell up to $30m each while the broader secondary market gets squeezed is going to create some VERY interesting Delaware equity issues over time. Of course companies have the right to control their cap tables and enforce transfer restrictions. Nobody disputes that. But if insiders get sanctioned liquidity while years of tolerated SPV/secondary activity suddenly becomes “invalid” only after valuations explode… courts are eventually going to start asking hard questions about waiver, acquiescence, equitable estoppel, and selective enforcement. This whole area feels destined for Delaware Chancery litigation.
The Wall Street Journal@WSJ

Exclusive: OpenAI allowed employees to sell up to $30 million worth of shares each on.wsj.com/4tXIzSs

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Boreas
Boreas@boreas_eth·
@negligible_cap Anthropic didn’t sell at 380 when they saw their main competitor at 850…duh easy double for everyone. Lets see how much they sell in the 8/900b round this year before IPO
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Negligible Capital
Negligible Capital@negligible_cap·
*OPENAI EMPLOYEES COLLECTIVELY MADE $6.6B IN THE SHARE SALE: WSJ Nothing wrong with taking some chips off the table but a bit weird to see this much selling ahead of the IPO which is expected later this year. Anthropic employees in contrast were making headlines for not selling shares in a secondary share sale last month
Negligible Capital tweet media
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Boreas
Boreas@boreas_eth·
@ByzGeneral STRC barely hit $100 last week. This week prob really turns up
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MIGUEL DE SOUSA
MIGUEL DE SOUSA@miguelweb3·
ethena merch unboxing. who else should we send this to?
Kate@mynameiskatekim

I got some @Ethena merch, so I made a fun little video about it. There were hoodies, t-shirts, a Bluetooth speaker, fleece, socks, a phone case, keychains, and more. Hope you enjoy the video❤️ Drop your size and see which size most people prefer!

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Boreas
Boreas@boreas_eth·
@FabianoSolana Wait on line for hours on end to hopefully do this + the hassle of finding a buyer and dealing with all that.
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fabiano.sol
fabiano.sol@FabianoSolana·
The easiest $2k you could make this week?! Swatch x AP Royal Pop's release is expected on May 16 (likely limited to 2 watches p/p) Resale prices could instantly go 4x in the first few days - Buying: 2 × $400 = $800 - Selling: 2 × $1,600 = $3,200 - Potential profit: +$2,400
fabiano.sol tweet media
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Boreas
Boreas@boreas_eth·
@KobeissiLetter Why is this relevant? Who do you think is selling in all these rounds? Obviously early employees. SpaceX has been doing employee tenders for years same as stripe
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: OpenAI allowed more than 600 current and former employees to sell stock in October 2025, per WSJ. These employees collectively sold $6.6 billion worth of stock. That’s $11 million per person.
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Boreas
Boreas@boreas_eth·
@Cbb0fe 5711 remains the goat
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CBB@Cbb0fe·
Wearing a watch is EV- btw and even in safe places Will attract the worse people on earth But if you really want to, there’s nothing coming close to Patek Philippe
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CBB
CBB@Cbb0fe·
Grown ass men crying over an AP x Swatch collab is peak cringe Who fucking cares Anyone treating watches as investments is retarded It’s just a way to flex and feed your ego And I say that as someone who blasted 7 figs into watches 5 years ago
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Boreas
Boreas@boreas_eth·
@camolNFT Exactly, and these were absolute fire and still hard to come by a few of them
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camol
camol@camolNFT·
Mfs are clowning on Audemars Piguet like Omega didn’t run one of the best watch campaigns of all time with Swatch. I guarantee half the mfs that are mad can’t even afford an AP 🤣
camol tweet media
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Boreas
Boreas@boreas_eth·
@cvvobh @zerohedge You’re showing what happened in dot com. I’m saying show earnings vs stock growth now and compare that to what happened in dot com.
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C.V. Vobh
C.V. Vobh@cvvobh·
@boreas_eth @zerohedge Explosive earnings growth, but nowhere near as fast as stock return growth. Then and now, it's the same story.
C.V. Vobh tweet media
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Boreas
Boreas@boreas_eth·
@Xeer The omega/swatch collab on moon swatch was pretty sick and certain colors are still hard to find for those. This I don’t think I’d ad good but it’s not that bad?
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Boreas
Boreas@boreas_eth·
@zerohedge Can someone just blow them out and send us to 3k
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zerohedge
zerohedge@zerohedge·
ETH dumping despite 4 straight days of purchases by ETFs and Bitmine. Got perp shorts?
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Matt Hougan
Matt Hougan@Matt_Hougan·
Eventually, every fund will be tokenized. Today, we’re announcing our first: the Bitwise Crypto Carry Fund (USCC). The fund provides market-neutral yield by investing in the crypto basis trade. We’re thrilled to be taking over management of the fund from Superstate, which will continue to provide the technology that powers the fund.
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Boreas
Boreas@boreas_eth·
@0xrwu Or they don’t think it’s a zero sum game and think the trade off of working with a competitor is worth it to continue their own growth and scale.
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Richard Wu
Richard Wu@0xrwu·
There’s some interesting game theory here. On one hand, Anthropic is capacity and thus revenue bound in the short term. This deal makes sense to grow revenue. On the other hand, they’re directly funding a competitor. The only way this makes sense is if Claude really thinks they are well above the league of Grok. Which is true… for now?
Claude@claudeai

We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.

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Boreas
Boreas@boreas_eth·
@doodlestein Elon said xAI has moved over to collosus 2 for training and it was clear the don’t have the demand currently
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Jeffrey Emanuel
Jeffrey Emanuel@doodlestein·
I’m glad this is happening, but isn’t it pretty bearish for xAI that they don’t need that compute internally? That the highest and best use of the compute is to rent it to another lab? I get it that the deal will be profitable for them, but it must be a gut punch to researchers.
Claude@claudeai

We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.

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Boreas
Boreas@boreas_eth·
@WazzCrypto Their latest round is rumored 900b so not 50% premium. OpenAI and SpaceX are more or less trading around last mark
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Wazz
Wazz@WazzCrypto·
Idk why Kobeissi keeps reposting this but not only are prestocks trading at 50%+ premium from mark value You also can never redeem these for the underlying, only for USDC which they collect the premium at redeem time LOL Saying it's worth 1.2 Trillion doesn't make it so
Wazz tweet media
The Kobeissi Letter@KobeissiLetter

BREAKING: Anthropic's pre-IPO valuation surges to a record $1.2 trillion, rising another +20% in 7 days. This officially puts Anthropic's implied valuation up +900% since October 2025, per onchain pre-IPO trading data. Pre-IPO instruments trading onchain on Jupiter, backed 1:1 by SPV exposure, are providing a real-time proxy for the company’s implied IPO valuation. This now makes Anthropic ~20% larger than OpenAI's pre-IPO implied valuation. If Anthropic were to IPO at a $1.2 trillion valuation, it would be the 11th most valuable public company in the world. The AI Revolution is accelerating.

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Boreas
Boreas@boreas_eth·
@coffeebreak_YT If BTC appreciation outpaces STRC yield, it could work, no?
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Boreas
Boreas@boreas_eth·
@cryptopunk7213 They aren’t selling GPUs they’re giving them access to colossus data center for compute. I guess it’s semantics but they very much are not unplugging and selling 220k gpus lol
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Ejaaz
Ejaaz@cryptopunk7213·
holy shit this wasn't on my bingo card... SpaceX is selling gpus to their biggest rival anthropic! anthropic will buy 220,000 (25%) of spacex's GPUs to train claude.. which means grok may suffer short term best part: claude code rate limits will now DOUBLE: > anthropic is being super aggressive to catch up to openai compute after falling behind > this will help anthropic provide mythos to the masses > anthropic might be the 1st customer of spaceXai's orbital space data centers if this relationship continues. its pretty clear now that anthropic is aggressively trying to get compute to beat openai. they signed a massive $200B compute deal with google yday and now this question: how tf does grok catch up if they're selling gpu access to rivals???
Ejaaz tweet media
Claude@claudeai

We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.

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@Bkclaims @mdudas @negligible_cap @ByzGeneral @miguelweb3 @Ethena_Eco @FabianoSolana @KobeissiLetter