🚀📉

I’ve been buying some $orbs to get exposure to @OpenAI as well as @MrBeast industries. Company backed by well known investors and also holding a lot of $wld (not a big fan but why not) @fundstrat

@sama @alexblania @tiagosada @ptraughber @tawandamahere @sama still bullish about the $wld project and token?

@alexblania @tiagosada @wangandy @ptraughber @tawandamahere very excited about this and proud of the team. especially multi currency support, which is something i've always been waiting for.

last week, we released a new version of world app, and people really seem to like it so far. this is now the most used wallet in the world! very proud of the team and especially @tiagosada @wangandy @ptraughber & @tawandamahere

@fundstrat @worldnetwork @tfh_technology @sama Do you still believe this @fundstrat ?

Worldcoin @worldnetwork @tfh_technology have arguably built the best technology to verify proof of human This is the reason $WLD is one of the most important projects in crypto @sama

@aakashgupta Same thing with Spotify in the early days? Major owner was the music corps…. But today it’s printing money. 🤷‍♂️🤔

$122 billion is the largest private funding round in history. The number everyone should pay attention to is who wrote the checks. Amazon put in $50 billion. As part of the deal, OpenAI expanded its AWS compute commitment by $100 billion. Nvidia put in $30 billion. OpenAI's training fleet and inference stack run on Nvidia GPUs. SoftBank put in $30 billion, funded partly by a $40 billion bridge loan. The three largest investors in this round are also three of OpenAI's largest vendors. Amazon gets the money back through cloud contracts. Nvidia gets it back through chip orders. The capital isn't just flowing in. It's circulating. OpenAI is generating $2 billion a month in revenue. It is also projected to lose $14 billion this year alone. Revenue tripled year over year and losses grew alongside it. The IPO isn't a liquidity event. It's a financial necessity. Internal projections show the $122 billion gives them roughly 18 to 24 months of operational runway before they need to raise again. Meanwhile, $35 billion of Amazon's commitment is contingent on OpenAI either going public or hitting AGI by end of 2028. That's a $35 billion put option disguised as a capital commitment. $852 billion valuation. $24 billion annualized revenue. That's a 35x revenue multiple for a company that has never posted a profit, burns $150 million a day, and just shut down Sora because it couldn't afford the compute. The fundraise is real. The money is real. But follow where each dollar actually goes and you'll find most of it returns to the companies that wrote the checks.

Bullish @OpenAI and then bullish stocks with exposure to Open ai such as $orbs? @fundstrat @BitMNR and others? 🤷‍♂️

@Fried_rice @grok is this true?

Claude code source code has been leaked via a map file in their npm registry! Code: …a8527898604c1bbb12468b1581d95e.r2.dev/src.zip

@worldcoinfnd Could you please tell us who invested?

5/ Please note this post reflects an update to correct the average TWAP and the prior post was deleted. /end

1/ World Assets, Ltd. has now closed a series of OTC sales for a total of $65,000,000 with four counterparties over the past week, the first of which settled on March 20, 2026.

@fredrikkjell @Aktieprenoren @AlanMamedi @Zarringhalam

@fredrikkjell @Aktieprenoren @AlanMamedi @Zarringhalam open.spotify.com/track/7FkyQsWH…

Truecaller reaches 500 million monthly users. Thank you all users, congrats to the Truecaller team and especially to the founders @AlanMamedi and @Zarringhalam. It is an extraordinary accomplishment. Read more corporate.truecaller.com/newsroom/press…

@DamiDefi Hm, $ASI or $WLD?

I can feel an #AI coin about to send Which one is it?

@ConvexDispatch You miss @MrBeast industries…

We have arrived to 1x NAV much quicker than even I anticipated. Assuming there was no new dilution since last 8k filing in March $ORBS should be trading at 1x its assets (openAi shares, $WLD, $ETH, etc) Is it a good deal? Definitely better than at 1.2 USD and for anyone wanted to add this to their long term hold could make sense. Considering a lot of treasury names tend to go below NAV in bearish times it's reasonable to expect $ORBS to drop another 15-30% to say 0.65 or so. Find table below for estimated calculation. The bigger problem is overall market positioning as well as $WLD non-stop dumping. I'd say if you really want to own this name now could be the time to open a small position. I would wait for 0.65 to enter. P.S. I still have 20k shares now that I bought at 1$. Will see how this week goes as well as anticipated $WLD announcement.

@ConvexDispatch @OpenAI @MrBeast Even higher as if today then….

@ConvexDispatch What’s the NAV of the company at these levels? Has a pretty big chunk of @OpenAI and @MrBeast industries?

Prepare to see 0.5 on $ORBS, could be a good purchasing opportunity. This is a breakdown with a fake breakout in play

Bullish @fundstrat @sama ?!

I asked @DivesTech how he built a $2B company in 1 month. With $ORBS he's chairing the Microstrategy of WorldCoin, aiming to amass 8% of supply. "For me covering tech...[World] is one of the most underestimated technologies" Is World the next asymmetric AI trade? Find out 👇

$WLD going to 0 😂? @fundstrat

@fundstrat x.com/samaltcoin_eth…

This is good to see $ORBS