
Nat
1.1K posts







I received 4 Emails notifications from @afternic about the LTO on March 7. There are some problems. Can you check it? I will DM you the subjects. Thank you.

Two more .BOT retail sales since our post: Mem.bot and Cog.bot (NameBio). Kash.bot just raised $2M in a pre-seed round. We just acquired Improve.bot (thanks NameGroove for the heads-up), Infer.bot and Reveal.bot from @360Domain, and AiAgent.bot. x.com/XTopDomains/st…



Toast $TOST Setup Into Earnings I think the million $ question for $TOST is whether the stock has gotten beaten up enough to the point where it can rally on decent-to-good results, which I certainly expect. One must remember that $TOST is a prolific sandbagger, so the initial 2026 guide will likely not be awe-inspiring. Last quarter they previewed their hope to 'exceed' gross profit growth of more than 20% in 2026 and for margins to be 'flat-to-slightly up' versus 2025. I'll be interested to hear what $TOST has to say about U.S. restaurants. $FISV noted November weakness but improved results in December and January. In Q3, $TOST talked about positive SSS during summer months with cooling into fall. Bottom line, the market has been unrelenting to Payments and FinTech names that have reported this season, so you're really at the mercy of day-to-day sentiment as opposed to fundamentals.




Strategy has acquired 1,229 BTC for ~$108.8 million at ~$88,568 per bitcoin and has achieved BTC Yield of 23.2% YTD 2025. As of 12/28/2025, we hodl 672,497 $BTC acquired for ~$50.44 billion at ~$74,997 per bitcoin. $MSTR $STRC $STRK $STRF $STRD $STRE strategy.com/press/strategy…




THE VANGUARD EFFECT: Bitcoin jumps 6% right around US open on first day after bitcoin ETF ban lifted. Coincidence? I think not. Also $1b in IBIT volume in first 30min of trading. I knew those Vanguardians had a little degen in them, even some of the most conservative investors like to add a little hot sauce to their portfolio.






