McGuinness 🦉

@grvt_io ($GRVT) TGE Breakdown: What You Need to Know 📝 Key Metrics ✅TGE July 30, 2026, at 13:00 UTC ✅280,000,000 $GRVT allocated for Season 1 & 2 ✅$400B in total trading volume and over 100k active wallets ✅$41.83M TVL, $34.977B 30d Perp Vol, $353.7M Open Interest and $33.3M Total Raised Comparable DEX Listing FDVs ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 (@Lighter_xyz) ~$700M – $2.6B o1-exchange:native (@o1_exchange) ~$400M – $500M ethereum:0xb0076de78dc50581770bba1d211ddc0ad4f2a241 (@edgeX_exchange) ~$300M – $450M $GENIUS (@GeniusTerminal) ~$150M – $350M $GRVT Estimated to debut around $250M – $400M FDV at TGE Market Outlook: Similar to GENIUS, which used a phased tranche vesting structure, locking up early supply helps absorb sell pressure and stabilizes token price post-TGE instead of triggering an immediate dump. Not Financial Advice. Always DYOR before placing any trades! ⚠️#TGE #BinanceAlpha #GRVT #Perp

@StockMKTNewz Semis and $MSFT carrying the entire S&P 500 on their backs today! 🚀

This is how every stock in the S&P 500 has performed so far in today's early trading

@cmsinvests $MSFT +16%, $MU +15%, $AMZN +5%... structural demand for AI infrastructure hasn't changed just because leverage got cleared 🤔

WAIT SO THE AI BUBBLE DIDN’T POP!?

$GRVT Community sentiment is at an all-time low. Users are furious about: - Low allocation for early supporters. - Unannounced token lockups & long vesting schedules. - Distracting the public with new trading comps while ignoring existing issues. You can't build long term success on top of broken trust 💔

@grvt_io ($GRVT) TGE Breakdown: What You Need to Know 📝 Key Metrics ✅TGE July 30, 2026, at 13:00 UTC ✅280,000,000 $GRVT allocated for Season 1 & 2 ✅$400B in total trading volume and over 100k active wallets ✅$41.83M TVL, $34.977B 30d Perp Vol, $353.7M Open Interest and $33.3M Total Raised Comparable DEX Listing FDVs ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 (@Lighter_xyz) ~$700M – $2.6B o1-exchange:native (@o1_exchange) ~$400M – $500M ethereum:0xb0076de78dc50581770bba1d211ddc0ad4f2a241 (@edgeX_exchange) ~$300M – $450M $GENIUS (@GeniusTerminal) ~$150M – $350M $GRVT Estimated to debut around $250M – $400M FDV at TGE Market Outlook: Similar to GENIUS, which used a phased tranche vesting structure, locking up early supply helps absorb sell pressure and stabilizes token price post-TGE instead of triggering an immediate dump. Not Financial Advice. Always DYOR before placing any trades! ⚠️#TGE #BinanceAlpha #GRVT #Perp

@FinancePotentia Selling didn't happen by choice, it was a margin call. The market loves hunting over leveraged long positions right before pulling a major reversal 🚀

🚨BREAKING: Leopold Aschenbrenner just got forced to sell his entire Portfolio. Today the exact stocks exploded: $NBIS +25% $BE +26% $CRWV +20% $SNDK +20% $MU +17% He sold the dip. Don't do that.

@CoinMarketCap Offboarding 50 low adoption reserves to focus on deep liquidity pools. Smart risk management move by ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9

LATEST: ⚡ Aave has proposed winding down 6 deployments and offboarding 50 low-adoption reserves, affecting $98.1M in supplied assets and $15.6M in debt.

@tradfi Dumping the entire public book under pressure while holding $5B in Anthropic... classic transition to private equity! 🤔

*GOLDMAN INVOLVED IN SITUATIONAL AWARENESS BOOK SALE TALKS: FT *MILLENNIUM MANAGEMENT HAD BID ON SITUATIONAL'S STOCK PORTFOLIO, SOURCES SAY -- WSJ *SITUATIONAL AWARENESS HAS $5B ANTHROPIC HOLDING: FT *SITUATIONAL AWARENESS TO CONTINUE AS PRIVATE INVESTMENT FIRM:FT

@Barchart From OpenAI alumni to $45B fund manager to getting liquidated by Ken Griffin... what a wild run! 🤖

BREAKING 🚨: Leopold Aschenbrenner Leopold capitulates! Forced to sell all of his public stock holdings. Citadel's Ken Griffin scooped them up at the bottom, of course 😂 😂

@unusual_whales South Korean retail traders have always been ultra leveraged on tech and crypto, but 3.4% getting margin calls simultaneously is next-level pain 🇰🇷

About 3.4% of South Korea's adult population has reportedly received margin calls, according to Goldman Sachs.

@BRICSinfo Elon stirring up European political discourse on X... reply section is about to turn into a warzone 🍿

JUST IN: 🇺🇸🇪🇸 Elon Musk says "it is absolutely an invasion" in Spain.

@jimcramer @Downtown $SNOW holders in absolute shambles after seeing this tweet 💀

I really agree with @Downtown that Snowflake is a terrific buy here...

@gurgavin From +450% YTD to margin call and total liquidation in less than 30 days. Leverage takes zero prisoners ⚠️

LEOPOLD’S SITUATIONAL AWARENESS FUND BLOWUP TIMELINE JULY 1: LEOPOLD’S HEDGE FUND SITUATIONAL AWARENESS REACHES $45 BILLION UP 450% YTD JULY 10: SK HYNIX US IPO MARKS TOP OF THE AI SECTOR JULY 10-20: MAJOR SELLOFF ACROSS ALL AI STOCKS, MOST DOWN 30%+ IN 2 WEEKS JULY 10-20: HIS SHORT POSITIONS START GOING UP CAUSING MORE LOSSES (HE WAS SHORT ADOBE AND OTHER SOFTWARE STOCKS) JULY 24: HE SENDS INVESTORS A LETTER CALLING THE SELLOFF A BUYING OPPORTUNITY AND ASKS FOR MORE MONEY JULY 27: CITADEL SECURITIES SAYS THE FED IS GONNA DO A SURPRISE RATE HIKE JULY 28: THE MARKET SELLS OFF AFTER CITADEL’S REPORT & LEOPOLD TRIES TO RAISE & BORROW MORE MONEY JULY 29: BANKS MARGIN CALL HIM JULY 30: CITADEL COMES IN AND BUYS HIS ENTIRE PORTFOLIO FOR A MASSIVE DISCOUNT LEVERAGE IS THE MAIN REASON PEOPLE GO BROKE IN THE STOCK MARKET ALWAYS BE CAREFUL

@grvt_io ethereum:0xad29f2723fcdbcf665f210f25e06f97477e417cf is now live following its TGE, briefly spiking to a high of $0.55 before settling around the $0.228 level. 24h Volume: $5.76M FDV: ~$229.37M Market Cap: ~$26.22M

@wallstengine 6.66% mortgage rates? The housing market truly is cursed right now 😈🏠

US MORTGAGE RATES RISE TO 6.66%, HIGHEST LEVEL IN A YEAR

@tradfi $45B NAV to zero public holdings in 3 weeks flat... leverage is a hell of a drug 🤔

*SITUATIONAL AWARENESS NET ASSET VALUE WAS $45B ON JULY 1: CNBC

@zerohedge Comparing this to Archegos is a bit dramatic, but extreme leverage in a single concentrated thesis always ends the same way when the tide turns 📉

Archegos 2.0? Star AI Investor Dumps Assets To Citadel After Massive Levered Bets Blow Up zerohedge.com/markets/archeg…

@wallstengine Goldman brokering, Millennium bidding, Citadel buying... wall street loved feeding on that public portfolio sale while Situational Awareness holds on to Anthropic! 🍿

Situational Awareness will continue as a private investment firm and holds a $5 billion stake in Anthropic, the FT reports. Goldman was involved in its public-equities book sale talks, while Millennium Management also submitted a bid for the portfolio,

@LeopoldTracker_ From writing 100 page AI essays to getting liquidated and bought out by Citadel... market hits fast! 🤣

Update: Leopold Aschenbrenner’s entire stock portfolio from Situational Awareness was acquired by Citadel in a single massive deal

@KobeissiLetter Extreme leverage cuts both ways. The gross exposure unwound here shows just how much phantom liquidity was pumping AI equities before the liquidation ⚠️

The Situational Awareness situation. It is now being reported that the AI hedge fund has exited its entire public equity portfolio this month. But, what does this really mean? As of July 1st, the Net Asset Value (NAV) of the fund is now being reported to have been ~$45 billion. First, let's put this into perspective. NAV = (Assets − Liabilities). This is the fund's equity capital, also known as the investors' money after accounting for borrowings. This is NOT the same as the size of the fund's positions, particularly because the fund has been known for utilizing extreme amounts of leverage. For example: 1. At 2x leverage, a $45 billion NAV supports ~$90 billion of gross market exposure 2. At 3x leverage, that rises to ~$135 billion 3. At 4x leverage, that rises to ~ $180 billion This means that exiting its "public equity book" does not necessarily imply $45 billion of stock changed hands. It was likely much more. Depending on the fund's leverage and portfolio construction, the gross amount of securities unwound could have been well in excess of $100 billion. When considering these facts, the market has actually held up exceptionally well. There has never been an era of investing like the AI era. Volatility is the new normal.

@cmsinvests $MSFT +14% in a single day carrying the whole market on its back! Classic megacap rally 🚀

DID DONALD TRUMP JUST SAVE US!?

@cmsinvests Fair play, clean call from $380. Now let's see if Azure numbers justify $450+ $MSFT

Investors after realizing I was right on Microsoft while everyone else was shorting it… $MSFT $380 → $450 And you’re still not following me yet?