$BULL Post of the day- good or bad news? 🟢🔴 Everyone panicking about Webull’s $1B Yorkville deal needs to read this. $BULL holders — this is for you. On July 3, 2025, Webull signed a $1B standby equity agreement with Yorkville Advisors. Key word: STANDBY. Webull controls if, when, and how much to draw. Yorkville can’t force a single share. Let’s talk facts — the last publicly disclosed draw was ~$142.8M. That’s about 14% of the facility. Roughly $850M+ still untouched. And as of now, there has been no updated disclosure showing additional usage. By the way this was last year. Now I’m not gonna sugarcoat it — dilution risk is real. The SEC filings make that clear. Yorkville buys at a ~2.5% discount, and we already saw the stock drop hard on the announcement. If shares get flipped fast, that’s real sell pressure. That concern is valid. BUT here’s what that capital is being used for: Crypto relaunch (US, Brazil, Australia) Vega AI scaling (1.2M weekly users, 10M+ queries) EU expansion South Korea partnership with Meritz Financial That’s not distress funding — that’s growth deployment. And while people focused on dilution, the business was putting up numbers: $571M revenue (+46% YoY) $24.6B customer assets (+81% YoY) $8.6B net deposits (+91% YoY) $110M adjusted operating profit 97% quarterly retention Also — that “$487M net loss” people keep throwing around? That was accounting noise tied to the SPAC structure, not core operations. Adjusted net income was positive. Bottom line: This isn’t a company scrambling — it’s one scaling. If execution continues and dilution stays controlled, this starts to look less like a risk… and more like an opportunity the market is mispricing. Still building my position. Do your own DD. $BULL 🐂
