OwlinCrypto_Hout_Hout

@Quality_stocksA I recommend anyone interested in $EVO to play their games. Then compare it with competition. Their edge is real. risk is regulations. But this is an industry-wide risk. $EVO and a little exposure to more risky $hack make very solid online gambling exposure imo

Evolution $EVO is up 4.2% today Betsson $BETS is up 5.9% following the news of a new acquisition (64M€ financed through existing cash reserves) The gambling sector has been under a lot of pressure lately. Relief rally or turnaround?

@wolfofharcourt Operating leverage will inevitably decline as the market gets regulated. i see $EVO more as an IP company. Kinda the $UMG of online gambling. Still moaty and attractive! I remain a long term holder and occasionally add to my position.

The scalability of $EVO has always been a core strength. But employee utilisation may have peaked in Q3 2024, with average revenue per FTE falling for 5 straight quarters. Have we hit the floor yet, or is there further to go?

@PronkDaniel Tricky one. I like $CSU but I see them as outstanding capital allocators yet passive operators. They’ll def be some negative AI impact and management acknowledged it. Very hard to know when and to what degree which leads to a variety of possible outcomes…

I don't think ROP's earnings are a reflection of what's to come for CSU. CSU is clearly the superior operator, and ROP's VMS segment saw strong growth. I don't think the selling today makes much sense.

$ROP is down 12% today after reporting earnings, and is dragging $CSU down with it. However, ROP's application software segment (most similar to CSU), had a great quarter.

@StockBookworm Interesting portfolio. Imo, you may be over-exposed to Visa and Mastercard. They now have a very tangible risk of tech/reg disruption with A2A payments rising. Their diversification may offset part of that, but payment industry shift still changes the value prop of those stocks.

My portfolio as of time of writing on January 22, 2026.   $FICO 20% $GE 17% $SPGI 15% $MCO 15% $V 15% $MA 15% $ASML 3%   This is not financial advice.

@IQInvestFR Concernant $MA , il y a de vraies questions sur le remplacement progressif de son core business par l’A2A. Les fees à capturer seront 70-80% inférieurs. Il y aura des points d’entrées bien plus intéressants lorsque ça se verra sur le réseau. (Ça commence deja en Europe.)

Si elle continue comme ça, je renforce $CSU et $MA en février !

@PronkDaniel Tbh, even management said they’re unsure on the impact AI will have. the market will be extra sensitive to organic revenues in the next Qs. To me it will be all about management’s ability to shift focus where AI is less of a threat. They ll have few more years to figure this out.

When $CSU was 35X FCF, I was asked why I'm not buying more. People told me I should be willing to pay a high price for quality. Now that it's fallen 40%, no one wants to buy it. It's amazing how quickly sentiment can change. But the business's metrics continue compounding. ⤵️

@SBF_FTX Gm

gm

@RicksCEO Great to see! Any plans for expansion in Canada? Would be awesome to see $Rick spread its wings and become an international company.

@solhedge_prjct Thank you $Shedge for always listening to users! Can’t wait the export wallet option!

🛠️ SolHedge System Update — July 30, 2025 We heard your feedback. After the last update, a few technical issues affected some users, including: - LP ratio not rebalancing correctly - Sign-in, deposit, or withdrawal errors - Fee claim button not functioning We’re pushing a full fix + upgrade rollout tonight, and will be monitoring closely through tomorrow to ensure full stability. ✅ Fixes - LP rebalance ratio logic corrected - Sign-in, deposit, and withdrawal now stable - Fee claim working as expected 🚀 New Features - Force Rebalance — Manually trigger range update - Export Private Key — Full control, always non-custodial - Updated Agreement Thanks for your patience and trust. $SHEDGE

@solhedge_prjct Really good job $Shedge . Next step: export wallet option, please ❤️

🚨 SolHedge Upgrade Drop 🚨 🆕 What's live: - Multi-Pool LPs → WETH, WBTC, cbETH join the lineup - Claim Fees Anytime → auto-convert to USDC 💵 - Full LP History → track every move - New UI dashboard and position

@yonathandinata @solhedge_prjct Are you gonna do it in English as well at some point? I d love to learn Indonesian but I also care about my money 😂

Banyak yang belum paham apa itu @solhedge_prjct $SHEDGE Monggo yang ingin bertanya 🙏🏻 twitter.com/i/spaces/1lDGL…

@onlyCHEX Me too ! $REVS

I have a bag of $REVS

@ArbitrageLoop Please, keep me in the $loop

@solm3_sol @solhedge_prjct Thanks for shipping for us, Sir! Wen export wallet option for the escrow? Very critical feature still missing imo

claim your fees directly convert to usdc @solhedge_prjct

Yes, Sir 🫡

@caglianza I just applied Sir!

11/ Get the exact setup & start mirroring today: 👉 t.me/+KTgsWNzep19hY…

1/ Hot take: Most copytrading turns you into exit liquidity. They front-run, you chase. They win, you get farmed. I’m done with that game. 👇 Thread

@DollyDoesVlogs No question at all

Doing now. It’s very good context. Nonetheless, I notice you usually based performance assumption within short time frames. Yes, APR always varies but it also makes it harder to know how the strategy perform long term. Especially as your selling point is : LP and chill Hence why, I would find it super helpful it you could share some (low key) estimates, based on back-end simulations, regarding: - how would $shedge overperform SOL holding over a full cycle (bull + bear) = making the case that it makes sense to LP with you guys for long term - how dynamic re-balancing would outperform 50-50 over a long-time frame (in avrg) I know it’s always tricky to provide those estimates, but at the same time, it’s important that we know what you guys are aiming for (performance wise)

@OwLInCrypto @solhedge_prjct just checking, have you read my thread here?

Great question! Yeh, if $SOL flying, just holding often wins. LP means part of your stack is in USDC, so you won’t catch the full pump. But ask yourself… what’s the real goal? If it’s max profit and you can time the top perfectly, then yeah holding is king. 👑 But most people roundtrip. They ride it up, then ride it right back down.😵‍💫 For me? I care more about risk/reward, and that’s where $SHEDGE hits different. V2 Auto-Range keeps me actively farming more fees, Auto-Hedge reduce IL, and fees keep stacking. And honestly? I forgot I even had a position😂 That’s how chill it’s been. No stress, no 24/7 checking charts. Just earning. 🤑💰💵 More Fees, Less Fear. That’s the whole vibe. ✌🏻

@yonathandinata @solhedge_prjct Sure! Happy to clarify: 1- yes. Exactly 2-more first option 3- second option

Love the way you’re thinking through this — really appreciate the detail. Just to make sure I fully understand your perspective: 1️⃣ Are you referring to the risk where: • SOL gets sold near the top of the range • Price then breaks out quickly • We redeploy higher and LP ends up buying SOL again at a higher price. → So it feels like a “sell low, buy high” loop? 2️⃣ Are you comparing SolHedge to DLMM with a narrow/wide range, or to dynamic unlimited-range systems? 3️⃣ When you mention the “traditional 50-50 approach,” is that based on a specific static range width (wide band?), or just a fixed ratio LP position? Want to make sure I’m aligned with your framework before I dive into a full thread.