Hubens Capital

@sprucepointcap Stock up for the day!

Any M&A advisors out there? I used to be one. Is it a red flag if the target won't provide projections? Hey no worries for $BG management, they pressed ahead and bought Viterra anyway for $10 bills.... Maybe Viterra is just a short term business, which in any case should undermine investor confidence in $BG's 2030 guidance.... sure. $BG must have also forgot that it had given multi year guidance a year before the proxy because but says it does not provide long term forecasts.

That sounds all good. And for sure there can be money in it. I just do not see the reasoning why Eric Jackson is able to get the edge. You can do the same with normal cash instead of crypto. That also is not so easy to do. He might have to raise capital yes, but that will not be at great valuations. And then a likely reverse stock split generally doesnt help either. I hope you are right for your sake. Just generally I do not see numbers that backup making it worth an investment. Or expectations in the future regarding EBITDA etc. He also has no track record in this field.

Fair question, and honestly, that’s where most people are missing the distinction. IMO It’s not supposed to be “just a crypto trading firm.” If that’s all it was, there’s zero edge vs. established desks. The edge should come from three things if this is executed right: 1. Structure + Balance Sheet Strategy (not just trading) This isn’t about outperforming market makers tick-for-tick. It’s about how capital is allocated, levered, and structured across BTC/ETH + other digital assets. Think treasury strategy + capital markets, not day trading. 2. Public Market Wrapper (this is the real edge) Most “pro firms” are private. Here you have:    •   Access to public equity markets    •   Ability to raise capital differently    •   Potential to use equity as a tool (acquisitions, partnerships, scaling) That’s something Jane Street / Jump doesn’t offer to retail or public investors. 3. Platform / Gen2 Narrative (execution matters) When Gen2 actually becomes:    •   Infrastructure    •   Yield strategies    •   Integrated treasury + asset management Then it’s not competing with traders, it’s competing with hybrid financial platforms. Bottom line: If this turns into “we trade crypto,” you’re right, no edge. If it becomes a public, capital-efficient digital asset platform with a real treasury strategy and scale, then the edge is in structure + access + execution, not just trading skill. Now the real question isn’t if the edge exists… It’s whether @ericjackson actually executes and communicates it. My bet is on him and our company, EMJX.

$SRXH → $EMJX is stepping into its next phase. $OPEN is proving what strong leadership and execution can do on its own. Two different plays, same reality: Companies either control the narrative with consistent, strategic PR… or they lose the PR battle. And when you lose the PR battle, even short term, it costs, sentiment drops, pressure builds, and value gets left on the table. Execution builds the company. PR determines how fast the market recognizes it. #RisingDynasty

PRESIDENT TRUMP PLANS TO INSTALL SOME OF THE BIGGEST NAMES IN BUSINESS -- INCLUDING META PLATFORMS CHIEF EXECUTIVE MARK ZUCKERBERG, ORACLE EXECUTIVE CHAIRMAN LARRY ELLISON AND NVIDIA CEO JENSEN HUANG -- TO A TECHNOLOGY COUNCIL TO WEIGH IN ON AI POLICY AND OTHER ISSUES. - WSJ

@0xSeco Ik wens ze daar veel succes bij, als ze er dan nog zitten. Ze willen dit al jaren, ooit zal het er wel komen.

@CapitalHubens Het lijkt er op dat ook als ze het operationeel niet gaan halen, ze de wet toch er doorheen willen drukken.

De Tweede Kamer heeft gestemd: 36% belasting op je werkelijke crypto-rendement. Ook als je niet verkoopt. Maar de meeste berichten die je leest kloppen niet helemaal. Hier is wat er echt verandert (en wat niet) 🧵

@0xSeco Benieuwd of 2028 wordt gehaald. Lijkt vooralsnog een lastig verhaal te worden.

De wet is nog NIET definitief. De Eerste Kamer moet nog stemmen. En het huidige Box 3-systeem geldt nog gewoon in 2026 en 2027. Vrijstelling 2026: €57.000 (fiscaal partners: €114.000). Er is dus nog tijd om je voor te bereiden.

Niet verkeerd zo'n geschreven calletje op Shell. Mooie aanvulling op mijn longpositie in Shell die vandaag onderuit gaat. @CapitalHubens ere wie ere toekomt!

@TB12Goat6 Ah no this has to do with reverse split earlier on

@TB12Goat6 Screenshot? Or where do you see this?

$RBNE on Robins website official shares dropped from 7M, to 5,9994,731. Buyback?

@EvaLiveInc1 Why the shell filing for $250mln? Is so much needed with the cash discipline?

A new Simply Wall St analysis looks at how EVA Live (Nasdaq: GOAI) plans to deploy its $7M growth financing to scale AI platforms like NeuroServer™ and FastQuoteDirect™. Expansion, engineering growth, and platform commercialization are key priorities. 🔗 Read the article simplywall.st/stocks/us/medi… @Nasdaq @YahooFinance @TechCrunch #EVALive #GOAI #AI #AdTech #GrowthStrategy #TechNews #AIInnovation #StartupGrowth

@Abhiguppy @ArnoldGerv96906 Everyday there is share dilution going on so yes

@ArnoldGerv96906 Will there be share dilution on merger for SRXh holders ?

I love my bags of $SRXH soon EMJX GOLD!

@ArnoldGerv96906 In house clean up? Bunch of dilution. Or not?

We were red yesterday… but so was the entire market. A sea of red. I see the frustration around the latest 8-K and PR on $SRXH (soon to be $EMJX). I get it, it’s not moving as fast as everyone wants. But let’s be clear: that 8-K wasn’t negative. It was in-house cleanup, preparing for a clean close, clean transition, and proper execution into the future of Gen2 and EMJX. This is about building it the right way, not rushing it. The merger is still ON. More details are coming. Have conviction in what you own. If you don’t, this might not be your trade. #SRXH #EMJX #RisingDynasty @ericjackson

Tomorrow, free webinar about options! Don’t miss out! Low entry level, no downside to join! cboe.zoom.us/webinar/regist… #trading #options #investing #beleggen

@OpenDoorBullish @koremasa21022 @nejatian What do you think about todays dilution?

@koremasa21022 @nejatian Yes sir!

"The company is not the stock price, the stock price is not the company. The company drives the stock price, not the other way around. If you build a great company the stock price will reflect that over time" - @nejatian $OPEN is executing. $EMJX is evolving. Short term traders see price. Long term investors see what's coming.

@ArnoldGerv96906 What do you make of this nee dilution round?

Being early in stocks like $SRXH (soon to be $EMJX), $OPEN, $YYAI, $BBAI isn’t always comfortable… but that’s usually where the real opportunity lives. Early investors deal with volatility, doubt, and noise while the story is still being built. The market rarely rewards patience immediately, but it often rewards conviction over time. Most people want confirmation before they invest. By then the move has already happened. Being early means: • Seeing the vision before the crowd • Trusting leadership and the thesis • Having the patience to let the story develop Great companies aren’t built overnight, and neither are great returns. Patience + conviction = opportunity. #RisingDynasty #myRisingDynasty

@DJSlickbillz74 More dilution

Big Spikes from $SRXH, can't wait for the merger! What's everyones predictions on price?

@AKoedam @0xSeco Dat dichten duurt tig jaren zit je zo in 2040. En dan kan je weer verder zien hoe of wat. En alles dichten gaat niet, dan help je de economie om zeep. Eerst maar eens zien dat dit box 3 systeem in 2028 of 2029 überhaupt ingevoerd wordt.

@0xSeco Zou ik ook zeggen als ik daar mijn geld mee verdiende 😜 Maar het is geen betere oplossing voor de klant als je eerst veel kosten maakt om dit op te tuigen en een jaar later het box 2 lek gedicht wordt.

De technische briefing in de Eerste Kamer over de nieuwe Box 3-wetgeving is afgerond. Staatssecretaris Eerenberg hanteert een strategie waarbij de huidige wet wordt doorgezet om de deadline van 2028 te halen, terwijl gelijktijdig aanpassingen worden voorbereid. 1/6

@ConfuciusTrades Lots of good news lately!

$QTI new scanner coming to Greensboro NC The expansion continues.. linkedin.com/posts/mekenzie…

@OpenDoorBullish @Sasquatchish @ericjackson This month?

@CapitalHubens @Sasquatchish @ericjackson Soon.

🚨 $SRXH IS RIPPING, SOON TO BE $EMJX @ericjackson LFG

If Iran allows China and India oil through the Strait, that's more than half of normal oil traffic already (7mmb/d). Throw in the Saudi East-West pipeline for redirection (another 7mb/d) and the blockade suddenly shrinks a lot