JonNFT

Our first ever Ocular event was a blast! Last week we hosted a Digital mixer with @Figment_io and @ABCDELabs and brought together developers and founders for an insightful session.

@Pixelmon $MON TGE and airdrop analysis First thread ever, so bear with me. Purpose of this exercise was to estimate the value of $MON airdrops per NFT for a given range of FDVs ($500mm-$2bn). We can then use this to find undervalued rarities in the collection.

@wmcabangon $BRN

I have not looked at small caps at all in years but I think it’s time to start scouting for some gems. Any suggestions?

Thank you Emmy for showering me with 2,500 Diamonds and getting me to shamelessly tweet this out. If you're a Solana OG head to magiceden.io/rewards to claim the Diamonds you've earned

Starting a thread on DeFi cover, which we believe is an emerging sector to watch. For our full analysis of the sector, can refer to this link - open.substack.com/pub/ocular/p/d…

Lots going on with our portfolio company @PlayMightyHero ! Watch the space @arbitrum

The planned privatisation of MPI is far from guaranteed. Institutional investors place the break-up value of the company at upwards of P6.50/sh. Recall how FPH’s tender offer for LPZ failed to attract Enough takers.

@nomoclassiq I sometimes prefer dipping the meat in the sauce and then just taking a bite of the labuyo.. that way my sauce isn't spicy all the time..

you need to chop up the labuyo in your sauce. YOU NEED TO CHOP UP THE LABUYO IN YOUR FUCKING SAUCE

Check out our Apex Mining (APX) research note. Price target = 2.68 (+50%).

On P48B PLDT Capex Overrun . . . If you own 100 shares in TEL, you’ve just lost P22,222. On TEL shareprice collapse . . . The company just lost over P100B in market value in a flash - equivalent to the entire market cap of Metropacific (MPI). Reason enough to raise the roof?

Apex (APX) - Who would have thought there were mining stocks other than SCC and NIKL worth looking at? APX is on target to earn P3bn this year, vs its market cap of P9bn (P/E = 3x!!). Are earnings sustainable? Find out during our call with management on Thurs, Dec 1, at 3:30pm!

@imarcolozano .

It’s 4* C rn is it okay to feel cold na?? 🤣

@LucasNuzzi Sir do you have the excel copy of the FTT supply?

1/ I found evidence that FTX might have provided a massive bailout for Alameda in Q2 which now came back to haunt them. 40 days ago, 173 million FTT tokens worth over 4B USD became active on-chain. A rabbit hole appeared 🧵👇

Earnings Call with Aboitiz Power twitter.com/i/broadcasts/1…

Strong Q3 earnings (and GDP) have been priced in. It’s a turn in the interest rate cycle (and the end of P/E compression) that the market wants to see.

Q3 Earnings Results: So far good. Above: Banks, Power, Ports, WLCON In Line: Food Manuf, Malls Don’t be surprised if Retailers surprise.

It is clear that the Fed does not yet wish to see stocks rise. Concern is that an early celebration could counter efforts to tame inflation. Keep the masks on for now.