Paul Schneider

144 posts

Paul Schneider

Paul Schneider

@Entropy8645

$ASTS since NPA

Katılım Mayıs 2026
102 Takip Edilen7 Takipçiler
Paul Schneider
Paul Schneider@Entropy8645·
$ASTS not even a proper dead car bounce. Down we go. We can't win in this market
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Paul Schneider
Paul Schneider@Entropy8645·
@wave3trades Macro is destroying all high beta stocks. Next to follow average beta. This may set us back by 1 to 2 years.
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Wave 3 Trades
Wave 3 Trades@wave3trades·
$ASTS I won’t lie when I say it’s starting to get difficult When a company wins a massive contract, continues to launch satellites, has over $3 billion in cash and the only negative catalysts comes from another companies rocket blowing up And the stock continues to dump It almost feels like there’s no hope I am extremely bullish $ASTS long term and I will never sell, but right now is a time to be patient This inefficiency will correct itself in due time
Wave 3 Trades tweet media
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Paul Schneider
Paul Schneider@Entropy8645·
@HeeraniPK Another 50% drop in high beta. Every space investor is current in one of the worst spots ever. If $SPY drops we're toast
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Parkash Heerani
Parkash Heerani@HeeraniPK·
$RKLB $ASTS 50% down, $SPY near ATH. What’ll happen when $SPY dips to 10% ☠️
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Paul Schneider
Paul Schneider@Entropy8645·
What the heck is going on? Anpanman account hacked?
Anp🅰️nman@spacanpanman

ethereum:0x4c9edd5852cd905f086c759e8383e09bff1e68b3: StablecoinX (ticker: ethereum:0x4c9edd5852cd905f086c759e8383e09bff1e68b3) is the most asymmetric crypto bet out there if you believe there will be an eventual recovery in crypto. No other security gives you the upside leverage as StablecoinX. StablecoinX is a DAT and infrastructure company focused on supporting the Ethena ecosystem. ethereum:0x4c9edd5852cd905f086c759e8383e09bff1e68b3 StablecoinX owns 3.03B or 20% of outstanding $ENA tokens - the governance token for the Ethena Foundation. $ENA currently trades at $0.079 down from an ATH of $1.29. ethereum:0x4c9edd5852cd905f086c759e8383e09bff1e68b3 currently trades at an 81% discount to its $9.97 per share NAV of $ENA holdings (3.03B x .079 / 24M). The market cap of ethereum:0x4c9edd5852cd905f086c759e8383e09bff1e68b3 is $46M vs NAV of $239M. The Ethena Foundation's USDe and USDtb stablecoins have been successful and the foundation continues to build and gain traction as demonstrated w/ recent wins at Blackrock and Robinhood. For example, USDe now represents 32% of all stablecoins on the recently launched Robinhood chain. When crypto market sentiment eventually recovers, demand for USDe should come back as outsized yields generated from its underlying basis trade expands. That in turn will drive the value of $ENA as an eventual fee switch will take place where a portion of revenue generated is shared w/ $ENA token holders. StablecoinX's NAV discount of 81% will narrow and as $ENA lifts higher to 10c, 20c, 30c and beyond, ethereum:0x4c9edd5852cd905f086c759e8383e09bff1e68b3 stock price should outperform. $ENA = ethereum:0x4c9edd5852cd905f086c759e8383e09bff1e68b3 NAV per share 10c = $12.62 20c = $25.24 30c = $37.86 40c = $50.48 50c = $63.10 This is a highly speculative trade that requires significant patience. If you don't believe that crypto markets recover, then this trade is not for you. StablecoinX and $SECZ are my only crypto bets. I own equity and warrants. I'll try to do a space this or next week to discuss.

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FinWise
FinWise@TheFinWise·
@moinvests28 All the funds were moved into $SPCX, then it drops and people fear the markets
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Mo Invests
Mo Invests@moinvests28·
Can someone please explain like I’m a 8 years old, why the entire space sector is crashing? - $SPCX - $ASTS - $RKLB - $FLY - $LUNR - $SIDU
Mo Invests tweet media
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Paul Schneider
Paul Schneider@Entropy8645·
@ASTS_SpaceMob Sediment has changed. $SPY is short of a collapse. The problem is we already lost 50%. If the $SPY goes into correction high Beta loses another 50% easily
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$ASTS SpaceMob 🅰️
$ASTS SpaceMob 🅰️@ASTS_SpaceMob·
Nothing has changed with $ASTS from $133 to $69 besides a launch pad exploding and $ASTS most likely getting the $1bn J-Leo contract and T-Mobile partnership. Remember where we are.
Kevin Chen@Defiantclient2

$ASTS: The stock price isn’t the company. The only ‘real’ negative news was Blue Origin’s launch pad explosion which got priced in the following days. After that, all of the space basket has moved down similarly due to all kinds of macro and mechanical reasons. Meanwhile @AST_SpaceMobile is now pushing batch shipments out the door and secured a ~920M JLEO subsidy contract with @Rakuten (remains to be officially PR’d by both companies, but expecting it this month). AST was also granted 10 Up + 10 Down MHz S band allocation in Brazil and regulatory approval in Brazil. The company continues to make significant progress. 🤝

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Matheus Lonning
Matheus Lonning@mathlonning·
I’m confident institutions have been accumulating space stocks such as $ASTS $RKLB $PL $HAWK among many others over the last few weeks. They’ve purposefully shined the spotlight onto $SPCX and are taking advantage of these large drawdowns to build significant positions. Once they’re done accumulating, they’ll start posting research notes of $SPCX potential competitors, bringing these lesser known names to the public.
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Paul Schneider
Paul Schneider@Entropy8645·
$ASTS great, another -10% day
Paul Schneider tweet media
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Mo Invests
Mo Invests@moinvests28·
I'm full porting $ASTS when the market opens. Is this a good idea? 🤔
Mo Invests tweet media
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Paul Schneider
Paul Schneider@Entropy8645·
$ASTS has been removed from Russell 2500 in june. Do we know the outflow of capital with this associated delisting?
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Paul Schneider
Paul Schneider@Entropy8645·
$ASTS it starts to hurt 🤕
Paul Schneider tweet media
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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
Context. Grey bars is shares avaikable to borrow. It’s spiking and on this (partial) market monitor now at 6.3Mn (Fee to borrow is white line, Price is green.)
C🅰️tSE tweet media
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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
🚨 LEADING UP TO THE UNLOCK OF $SPCX SHARES THEIR BASKET SHORT HEDGE OF OTHER “SPACE” COMPANIES WILL NOW UNWIND🚨 IN THE BUY-PRESSURE THIS CREATES ON STOCKS LIKE $ASTS INSTITUTIONS WILL WANT TO FRONT-RUN AND COVER THEIR SHORT AT LOW PRICE. 🐈‍⬛CATSE: “-IT HAS BEGUN!”
C🅰️tSE tweet media
C🅰️tSE@CatSE___ApeX___

Sometimes I get questions. ”-CatSE what is basket short, and why are basket shorts shorting ASTS?” -First of all thank You for your question. You really can’t explain stupid in a logical way. But here is how it is going to play out for them: They are about to become shorter.

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Paul Schneider
Paul Schneider@Entropy8645·
@ASTS_Investors I think we can retire the thought that shorts are the main contributors to the SP decline. 11 Million shares bought back and we still go lower.
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Paul Schneider
Paul Schneider@Entropy8645·
@DoYouKnowTiming It's maddening. Every single day we close lower than the day before. And nothing seems to be able to stop the decline. No news is ever good enough. Where will this end?
Paul Schneider tweet media
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Paul Schneider
Paul Schneider@Entropy8645·
@callmekyle528 After 5 years it's actually tougher and tougher to not go crazy about the volatility. 5 years ago it was a lottery ticket for me. At $130 it was life changing. At $70 half life changing. The mental strength it needs to hold that stock increases with time
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Paul Schneider
Paul Schneider@Entropy8645·
so shorts covered 10 million shares. SP still went down. Somehow nobody wants to touch $ASTS with a ten foot pole. Why? Yes we are slow in terms of production. But other than that we only had good news. This does not make any sense.
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