DCF GOD

Ayo

@koolkrypto223 @FloodCapital The ticker is drv @FloodCapital just get a bag and you can put up the exact same shill but with real metrics to back it

$SYN Summer officially cancelled @FloodCapital loses more money than the entire 24hr notional options volume of $SYN and inception to date revenue of Hypercall combined in one poker game

@machibigbrother I do didn’t really sell If you bought back below backing then how can prices be so low? How much sol is left?

@dcfgod We bought back 99 percent of all BobaOppa tokens with 40 million dollars. Do you have any BobaOppa? We are migrating to Pumpdotfun.

Brother you should have put it into Machi and BobaOppa.

Brian in a hoodie punk is the first based thing he’s done in a minute good job Cobie

Still hilarious they named the model Kimi k

When you look at actual spending data (not bs “top up” data) Ethfi is winning but also has the lowest market cap Repricing soon. Ethfi summer begins in 2 weeks with the investor call. Sillygadget mode Note: dcf cap seeded ethfi

@ImmutableLawyer @ether_fi did you buy tokens?

Working with @ether_fi has taught me that they are one of the most complex & sophisticated card providers out there in the best way possible. Onwards soldiers

@mdudas sub cash is crazy

@SlaterHeil + points or I’m out kid

@dcfgod "It's gonna be 40% bucko"

today a founder told me I was an "intransigent whale" first time i heard the word, love it

@ether_fi you gonna give me 3% cashback on a house??

There’s no neobank you can just buy a $1M+ apartment with… or is there 👀

Seeing a real acceleration in @ether_fi card usage. Great thing about this is it's uncorrelated to crypto market cycles and a durable real world use case. Once people realize $ETHFI is a global neobank and its comps should be Robinhood, Nubank, Chime, and Revolut, and not Lido, I think we see a very rapid re-rating

$Grass's July token holder call has been largely misunderstood because few realize that revenue is seasonal. With that in mind, the growth has been very strong. TLDR -2026 expected revenue of ~$70m -Adjusted FDV at $0.36 is ~$250m, excluding Foundation-controlled treasury supply -That's ~3.6x 2026 expected revenue -H1 '26 revenue grew ~6x over H1 '25 -FY26 expected revenue is ~4x FY25 actuals -Ongoing opex is ~$2.5m/month, implying $40m of operating profit in 2026 The seasonality is the whole misunderstanding. People are comparing H2 2025 ($14.3m) to H1 2026 ($17m), seeing a small step up, and concluding growth stalled. That's the wrong comparison. Frontier labs make their largest data purchase decisions around training cycles, and most of those cycles get contracted in the second half of the year. Compare like for like, H1 '25 to H1 '26, and revenue grew ~6x. Ongoing cash expenses are ~$2.5m a month, mostly infrastructure. On $70m of 2026 revenue, that's ~$30m of annualized cash opex and roughly ~$40m of implied operating profit. Margins should expand as revenue grows because the cost base is largely fixed. They own the infrastructure rather than renting it. "Why don't they return that money to token holders?" For the same reason that no start-up returns capital to early investors. It should be reinvested for growth and profitability. In 2025 they made compute/storage investments that reduced opex by over $1m per month. In addition to the $70m they expect to earn via training data in 2026, they'll also be launching products in the LCR space this summer. I expanded on why LCR is interesting in a previous write up, but the current leading players in the category, Exa and Parallel, just raised at $2.2b and $2b respectively. My summary above is partially sourced from the recap of the call they shared: grass.io/learn/july-7-g… Disclosure: Delphi Ventures has held a position in GRASS for approximately two years and holds it as of publication. This is not investment advice and the opinions expressed are my own.

@sjdedic Long both but cards doesn’t have nearly 2b of cash

Once again, daily Collector revenue almost flipped daily PumpFun revenue yesterday. $CARDS trading at a 0.2x of $PUMP FDV Inefficient markets come with asymmetric opportunities.

🎙️ New @Edge_Pod 🤗 Why Onchain Options Are Finally Working: Derive's 90% Market Share and What's Next? 0:00 - Intro 2:27 - Betting on onchain options in 2021 4:10 - Largest onchain options exchange 5:28 - Building “the infinite payoff factory” 11:59 - Why they never pivoted to perps 14:00 - The inflection point 16:37 - How RFQ works for size 18:04 - Yieldmageddon 22:19 - Vaults to be built on Derive 24:17 - Is there an LP pool-style product? 25:17 - From Lyra's AMM to Derive's CLOB 28:20 - What markets are live today? 29:09 - Which networks Derive supports 30:26 - HYPE options driving new growth 31:36 - What if HL launched options? 35:53 - Options have strong network effects 39:17 - RWA options markets coming 44:14 - Who trades on Derive? 46:13 - Growth charts 48:43 - Why options are countercyclical 51:09 - All value flows to DRV 55:08 - Synthetix’s acquisition proposal 57:43 - How big can Derive get? 1:00:27 - What's next? 1:02:03 - Closing 🙏 Thanks to @DeriveXYZ CoFounder & CEO @nickforster for joining us!

@andyyy I’m poor after trusting ethfi will all my gains

@dcfgod Seeded pump? Can I hab a dolla

$100M of $PUMP unlocked today and the token is up almost like the larger investors realize they have billions in cash and continue to earn profits / buyback with 50% of revs his name was mike dudas note: dcf cap seeded pump

@ether_fi 50M and the opposite of whatever happened on April 1st

Summer is coming. What do you think we're going to announce?

they're calling it HIP3 for credit cards note: dcf cap seeded etherfi