Edekelevra

53 posts

Edekelevra

Edekelevra

@Edukelevra

Katılım Ağustos 2024
34 Takip Edilen12 Takipçiler
Edekelevra
Edekelevra@Edukelevra·
@ManningCapital_ @forummarkets Don't you think you were a little late to the party? By the time the stock had already tripled from its lows. By the time the stock price was above the benchmark recommendation. You still don't seem quite right…
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100yardas
100yardas@100yardas_·
¡Aprovechando el tiempo en San Francisco para usar nuestras Skechers y disfrutar de su confort y hacer un poco de deporte… además son guapísimas! Con @SkechersSpain toda la semana de Super Bowl… ¡Vaya partidazo de basket nos marcamos!
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Chris Manning
Chris Manning@ManningCapital_·
@LiveBTCNews The title of this article is completely wrong and, in my opinion, appears to be a combination of FUD and/or clickbait. You can see in my linked post why you're wrong, or feel free to dig through the SEC-filed 8-Ks. I highly suggest you submit a retraction and fix your mistake. x.com/ManningCapital…
Chris Manning tweet media
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Chris Manning
Chris Manning@ManningCapital_·
@baker41771 @ertuchinski @ETHZilla_ETHZ Think about SHIB coin a highly volatile and speculative, pure meme-driven with limited fundamental utility compared to $ethz. SHIB has a market cap of 4.64 Billion. Think of what your shares will be worth when ETHZs market cap match’s meme coins like SHIB
Chris Manning tweet media
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Capybara Stocks
Capybara Stocks@capybaraReborn·
It appears $MTEN CEO has decided to breach his fiduciary duty after all and dilute shareholders at 10% of his cash per share. @SECGov it is imperative to investigate cases like this so investors are protected.
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Chris Manning
Chris Manning@ManningCapital_·
They have already stated that their balance sheet has no liabilities. All cash and ETH right now. There’s nothing to really update with until the token launch. But yes as soon as the first token launches they will fill an 8-k and put out a press release. After the information is filed and made public they have agreed to meet with me and do a interview diving into the token details and what’s coming next.
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Capybara Stocks
Capybara Stocks@capybaraReborn·
What’s your best play for 2026? Let’s hear your ideas.
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Hilltop Trading
Hilltop Trading@F4UCorsairSon9·
@ertuchinski @ETHZilla_ETHZ The PIPE investors have lost their entire investment so far and they are losing it faster each day that passes. $ETHZ Market Cap (intraday) $94.395M
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E Robert
E Robert@ertuchinski·
So @ETHZilla_ETHZ mgmt wants to keep 50k $ETH on the balance sheet. They apparently recognize the need to have a safety blanket, but want to make more speculative plays. Who signed up for that? So ETH didn't rocket in the time-frame you expected, that doesn't mean give up! $ETHZ
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Edekelevra
Edekelevra@Edukelevra·
@ManningCapital_ Personally, I have lost all credibility in you and your comments. Conducting interviews with those closest to $ETHZ only makes you look like @ETHZilla_ETHZ lapdog.
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Chris Manning
Chris Manning@ManningCapital_·
Coleman Church is a great addition to the team. This is definitely worth a watch, you don’t just get a 2 hour sit down with Tucker Carlson if you’re a nobody. If you can’t see it or are wrapped around the axle I suggest taking a step back and looking at it from a 1000 foot view. @ETHZilla_ETHZ
SurrogateCap@SurrogateCap

$ethz @ETHZilla_ETHZ @LiquidityIO @satschel in depth Tucker Carlson interview with Coleman Church CEO of liquidity.io ETHZILLA owns 15% of @satschel and has exclusive use of their ATS platform to tokenize assets and first right to buy more Satschel shares On Oct 22 - ETHZILLA gave Satschel $10m(556k sh) in $ethz stock priced at $18 per share, in addition to $5m in cash Satschel(Eric Choi is Chairman and COO) has two subsidiaries 1- ARQ Securities - owns liquidity.io platform - Coleman Church CEO 2- Simplici - Austin Trombley CEO

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Edekelevra
Edekelevra@Edukelevra·
@VanGoid1 I don't know if this will help. But I'm so desperate, I don't know what to do anymore. I can't sell at a 70% loss! @ETHZilla_ETHZ , for God's sake, start releasing fundamentals! $ETHZ
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SurrogateCap
SurrogateCap@SurrogateCap·
redeeming the notes takes big dilution off the table, in May 2026 again, preferred to convert notes above $30.50 and get cash from HB.... but... imagine if we are at $15, $10, or $5 per share in May.... below would be the shares HB would get, significantly diluting shareholders $516m / $15 == 34.4m shares $516m / $10 == 51.6m shares $516m / $5 == 103m shares so selling 24k ETH saves us from above possibility
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Chris Manning
Chris Manning@ManningCapital_·
Big @ETHZilla_ETHZ news today, let me explain. Angela Dalton joins the Board: Advisor to @ARKInvest ! Guys this could serve as direct line to Cathie Wood's world of bold innovation. Huge potential for tokenization breakthroughs. Here is an Podcast where Cathy and Dalton cohosted Caitlin Long, the CEO and Founder of the privately owned Custodia Bank youtu.be/DtmYbg9_cSY?si… Michael Edwards: Ex-longtime D.E. Shaw partner. That firm? One of the oldest hedge giants (1988), massive ($65B+ AUM), insanely successful. Perfect for helping us mastering risk/reward in our next big deals. Board just leveled up 100% $ethz
YouTube video
YouTube
Forum@forummarkets

ETHZilla announces two new independent board members - Angela Dalton, chief executive officer and founder of Signum Growth, a veteran technology and media executive, and Michael Edwards, an accomplished institutional investor and strategic advisor.   “Expanding and diversifying our board strengthens our ability to manage risk, evaluate capital allocation decisions and uphold strong governance standards,” said McAndrew Rudisill, chairman and chief executive officer of ETHZilla. “Their expertise will help guide ETHZilla as we scale our blockchain infrastructure, expand our tokenization capabilities, and capitalize on what we believe is a generational shift in how credit, data, and value flow across global markets.” tinyurl.com/yrr3vuvb

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Edekelevra retweetledi
Chris Manning
Chris Manning@ManningCapital_·
Hey @ETHZilla_ETHZ community, I know there has been a lot of confusion on why there is such a disconnect in share price vs eth on the balance sheet aka MNAV. Let me walk you down the road of looking at it from a different angle (Tokenization business vs traditional DAT). Are you familiar with $figr? Figure is a blockchain-based financial technology company focused on lending, capital markets, and tokenized assets (including HELOCs and stablecoins like $YLDS). $figr market Cap is ~8B with a TTM revenue of 380 million making the P/S~20. So it's fairly safe to say the market prices a successful tokenization business in it's growth phase at 20x sales. Now lets translate these numbers to $ETHZ Let's look at a conservation and bull-case multiple: Conservative case: 10–15x (discount to $FIGR due to smaller scale, execution risk, and micro-cap volatility). Bull-case multiple: 15–20x (if Q1 beat sparks momentum and analyst coverage). Okay, now let's run a scenario. Step-by-Step Valuation Calculation: Let's assume Q1 revenue is $8M. That would implied full-year: $8M × 4 = $32M. Added Enterprise Value from Tokenization Revenue: At 10x sales: $32M × 10 = $320M added value. At 15x sales: $32M × 15 = $480M added value. At 20x sales: $32M × 20 = $640M added value. Potential New Market Cap (market cap + added enterprise value): Conservative (10x) case: $140M + $320M= $460M (~3.3x current). Base case (15x): $140M + $480M = $620M (~4.4x current). Bull case (20x): $140M + $640M = $780M (~5.6x current). Implied Stock Price Upside (using ~19 million shares outstanding): Current price: ~$6.50 Conservative ($460M cap): ~$24.21 per share (+269%) Base case ($620M cap): ~$32.63 per share (+390%) Bull case ($780M cap): ~$41.05 per share (+530) It's not all about NAV guys, that may have been the edges of the puzzle but revenue based valuation is the center.
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jdubbs
jdubbs@jweil130·
You didn’t say a peep about their comp plan…how they decided to issue 40pct of the company to insiders originally and pay officers and directors 30-50k a month , how they changed strategy of company from what they went public on and now selling eth. You didn’t ask how they came to the terms of the convert amd how stupid it was. I can go on and on dude. Btw. I sold the stock 2 weeks ago, I just hate seeing guys do this shit.
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SurrogateCap
SurrogateCap@SurrogateCap·
Nov 14 we found out about the board egregious comp plan On Dec 1 $ethz comp plan was reversed and community was in jubilation - high fives all around - “we did it” Dec 3 Karus AI deal hits, half their shares were unrestricted from day 1 Dec 10 Zippy AI deal hits and the HB redemption at 17% cost to shareholders Dec 14 Eric Choi request interview with @ManningCapital_ , he may be worried about his restricted zilla shares Dec 16 the 20% shareholder cap has been removed, we thought we had the votes to counter it, but no Dec 16 @M_A_Rudisill @kristoffjohnd agree to be interviewed by @ManningCapital_ , did not help stock but provided more insight Now Dec 17 - stock hits an all time low $6.50. Which is $20 below pipe investors investment in a matter of 4.5 months And each board member is getting $30k per month in cash - Heter, Ryan, Suckling, Jason - board seats! Why is Crystal Heter on this board? @TallgrassEnergy @crystalheter MAC is getting $54k per month in cash You would think would get this type of compensation, we would see stock price $20 above the $26.50 pipe, but no How did so many quality PIPE investors get into this stock, how @avichal - how? @ETHZilla_ETHZ
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