@allincapital

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@allincapital

@allincapital

@formerlyaic

original account (@allincapital) but X took it away... holdings $AGI $EQX $B $ORLA $IAUX $SNDK - NFA and just sharing ideas.

가입일 Ekim 2025
321 팔로잉156 팔로워
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@allincapital
@allincapital@formerlyaic·
Understand where $IAUX is at on the Lassonde curve...
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Physics & Astronomy Zone
Physics & Astronomy Zone@zone_astronomy·
The highest quality video of the moon was just released… this is so beautiful.
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Elon Musk
Elon Musk@elonmusk·
NASA Artemis passing close to the Moon
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@allincapital
@allincapital@formerlyaic·
These accounts are nonsense, comparing $FNV's valuation because $HYMC drill holes. Let's do that comp using Price to Book over the top 3 gold miners + FNV. FCKD
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Bill Gross
Bill Gross@real_bill_gross·
I’m not looking for stocks that go up. Only stocks that don’t go down and pay a 6%+ dividend: KTF put (limit 9.03), CPB, KHC, BUI.
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@allincapital
@allincapital@formerlyaic·
Since $FNV invented the royalty/streaming model, many has followed in their footsteps. Who? Miners, developers, and explorers incl many operating mines have been funded by royalty cos. *Also don't believe everything that you read on the internet.
Cokita@CokitaVerypark

@zenoise2017 @MiningStocksHQ Who is sells at 420 something which price is 4700?

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@allincapital
@allincapital@formerlyaic·
It's highly probable that the low for the year on $EQX printed on March 20th, I wonder how much was bought back against 39.4M shares.
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@allincapital
@allincapital@formerlyaic·
Call TV experts for what they're are - Frauds.
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@allincapital
@allincapital@formerlyaic·
I read a lot of nonsense here on $IAUX convertibles, smh it's literally a free lunch at 3.75% that's due 2031, I-80 can call it as soon as April 2029 at 2.51 by then Phase 2 of their plan is underway and cashflowing at 350k/oz + funding Mineral Point.
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@allincapital
@allincapital@formerlyaic·
@TheRoyaltyKing That's why I stated vs direct peers its cheap, vs FNV it's a lot of mental gymnastics between two different business models.
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@allincapital
@allincapital@formerlyaic·
$B is cheap but it's also going through a restructuring with newco IPO, market is waiting on that to be completed (Q4) and it's valuation will remain cheap until then vs. direct peers $NEM $AEM $FCX et al (not $FNV). *It takes time to unwind Bristow's fuck ups.
Benjamin Demase@TheRoyaltyKing

At first glance, $FNV appears prohibitively expensive to any 'value' investor. On deeper understanding, this PE method excludes ~2/3 of the assets it owns and does not consider margin implications. Which is cheaper? $B at 19x or FNV at 52x? 🧵

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@allincapital
@allincapital@formerlyaic·
$CRCL
Laura Shin@laurashin

Circle had the ability to freeze over $285M in stolen USDC from the Drift hack. They declined — their policy requires a judge’s order first. @tayvano_ explains why that’s the wrong call, and how Tether does it differently. Timestamps: 🚀 0:00 Introduction 🏦 11:21 The Drift Protocol hack, active as recording starts 🇰🇵 12:42 Whether DPRK is behind the attack, and the Axios connection 💻 18:29 How DPRK malware steals session tokens and bypasses 2FA 🛡️ 27:23 Why EDR beats AV — and why you need a separate device 🔒 39:14 Why Circle’s freeze policy fails in real-time hacks 🚨 51:05 What SEAL 911 is and how to reach them if you’re compromised 🤖 59:55 The Claude Code source leak and what it reveals about agentic dev

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UK Back in the Day
UK Back in the Day@UKBackintheDay2·
41 years ago today, a-ha released 'Take On Me' and the music video is still more magnificent than AI could ever imagine…
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@allincapital
@allincapital@formerlyaic·
@sarobertsonca Canadians should blame the Democrats for the 2020 stolen US election, had they not Canada would be enjoying the terms of USMCA that Trump had negotiated through his 2nd term and Bob's your uncle.
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Scott Robertson
Scott Robertson@sarobertsonca·
Robert Fife: "Pierre Poilievre keeps trying to blame every job loss, inflation, everything on the Prime Minister. But Canadians know where that problem is coming from. It's south of the border, it's in the White House."
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@allincapital@formerlyaic·
Good, EU thinks NATO is only for their own use in Europe against Russia.
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@allincapital
@allincapital@formerlyaic·
@laurashin @omeragoldberg am I the only one that thinks DeFi hacks is mostly inside jobs? I mean why is this a regular occurrence in crypto...
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Laura Shin
Laura Shin@laurashin·
Another week, another DeFi exploit 🫠 @omeragoldberg joined me to unpack the Drift Protocol hack: ⁉️ What went wrong? 👀 How the attack resembles the Mango DAO and Resolv exploits 🤔 Why was Circle so slow to react? ⚠️Are North Korean state actors behind the attack? Timestamps: 🚀 0:00 Introduction 🥶 0:54 Why the Drift Protocol hack is so chilling ⁉️ 4:32 Was the admin key set up to blame? Or Was it a supply chain attack? 📍 9:17 How the attack is reminiscent of the Mango DAO and Resolv exploits 😬 14:09 How a Solana feature allowed Drift's hackers to lie in wait without triggering alarms ❌️ 19:55 How Drift Protocol failed to implement best practices 🦠24:53 Who else has been impacted by the Drift Protocol exploit? 🤔 27:50 Should Circle have acted faster to freeze the loot? ⚠️ 31:20 Why Omer thinks the Drift Protocol exploit has North Korea written all over it 📝 34:34 Why Omer says the incident calls for better DeFi disclosures and audits
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