@allincapital
2.5K posts

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

VIZSLA SILVER PROVIDES ADDITIONAL UPDATE ON SITUATION IN CONCORDIA $VZLA.TO tinyurl.com/22emojdl

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



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? 🧵

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



















