F-Dawg

793 posts

F-Dawg banner
F-Dawg

F-Dawg

@way_bo

CPA who loves gambling and stocks. Not Financial Advice. Just a gambling CPA sharing his opinions

United States Katılım Şubat 2017
137 Takip Edilen271 Takipçiler
Mike Alfred
Mike Alfred@mikealfred·
Rate my portfolio: - $200,000,000 stocks - 4 Pokémon cards - $10,000 emergency fund - $1,200 checking account Would you change anything?
English
455
20
1.1K
120K
F-Dawg
F-Dawg@way_bo·
@Fugazi4Real I personally think stablecoin mass adoption is inevitable which would make BKKT rerating inevitable. BKKT is a bet on stablecoin mass adoption
English
0
0
1
161
Fugazi
Fugazi@Fugazi4Real·
@way_bo Yup, it is all a gamble, but you’re the one who said “inevitable”.
English
1
0
0
46
F-Dawg
F-Dawg@way_bo·
$BKKT Many people upset with Bakkt’s report. I’m not sure what they were expecting. This company is doing a great job positioning itself for the inevitable stablecoin mass adoption. Cleaned up the BS with no more LT debt and have a good stockpile of cash. Patience will pay here.
English
3
4
30
1.3K
F-Dawg
F-Dawg@way_bo·
@Fugazi4Real It’s all a gamble.. it’s about finding gambles where the upside is significant where the downside is less significant. $BKKT fits that mold perfectly at these prices. At $3-$5 it would be even better. But those levels won’t come unless we see a financial crisis.
English
1
0
2
135
Fugazi
Fugazi@Fugazi4Real·
@way_bo No, I’ve been pay attention to them since they were a SPAC. All they’ve done is lose money. Like I said, could be worth a gamble in the $3-$5 range. Nothing is inevitable. It’s a gamble.
English
1
0
0
48
F-Dawg
F-Dawg@way_bo·
@Fugazi4Real You seem to be confused on WHY they’re losing money. That’s what im trying to get at. They’re operating in a market that hasn’t matured yet. They are using capital to position themselves well for when the market inevitably does mature. When that happens you’ll wish you had more.
English
1
0
1
56
Fugazi
Fugazi@Fugazi4Real·
@way_bo Yup, everyone understands they are losing money. Nobody is confused about that.
English
1
0
0
60
F-Dawg
F-Dawg@way_bo·
@Sam_Badawi -0.20 is better than -0.48.. that’s not a miss.. it’s a ✅
English
0
0
0
13
F-Dawg
F-Dawg@way_bo·
@Fugazi4Real It’s early, and they are in at the ground level. If stablecoins don’t become mass adopted then $BKKT likely fails. If stablecoins do get mass adopted (much higher probability of yes IMO) then BKKT will flourish. In the meantime, we wait.
English
0
0
2
134
F-Dawg
F-Dawg@way_bo·
@Fugazi4Real A bet on BKKT is a bet on mass stablecoin adoption. They have all the tools and are ahead of the game and ready to capture large market share if mass stablecoin adoption happens. It hasn’t yet, and that would be why they are losing money. Not hard to understand
English
2
1
4
147
F-Dawg
F-Dawg@way_bo·
@Fugazi4Real Once stablecoin mass adoption begins it will be the hot sector in the market similar to how photonics, space, and data centers have been the centerpieces of the markets this year. Once that happens, $BKKT will get a rerating along with others.
English
1
0
3
193
F-Dawg retweetledi
Akshay Naheta
Akshay Naheta@Akshay_Naheta·
🔔 A few key updates @Bakkt: Momentum is accelerating 🚀 1. Bakkt Markets: projecting >$2.5B YE’26 volume, driven by the massive stablecoin on/off-ramp opportunity. Pipeline conversion is in full swing now that the tech + talent are fully in-house. 2. Leadership boost: thrilled to welcome Daniel Ishag as Chief Commercial Officer. Our go-to-market engine just got materially stronger; execution against the sales pipeline is everything. 3. Unified platform unlocked: DTR’s stack is now fully inside Bakkt. One platform = better economics, stronger compliance/control, and meaningful operating leverage at scale. 4. Bakkt Agent: Significant partnerships pipeline. We hope to make announcements when ready. As distribution is secured, we’ll provide clearer visibility into MAUs and monetization. 5. Bakkt Global: India regulatory approval expected, with meaningful near-term earnings impact. @bitcoincojp’s June AGM will be a key milestone as the company unveils its roadmap. 6. Cost discipline: Legacy systems and outdated overhead are being dismantled rapidly, driving a cleaner, more efficient operating model. We’re building next-generation financial infrastructure at the intersection of stablecoins, AI agents, and programmable money. Nothing @Bakkt is incremental. As I said yesterday: “We believe we are positioning $BAKKT to lead one of the most important financial infrastructure shifts of our generation.”
English
14
32
126
10.1K
F-Dawg
F-Dawg@way_bo·
$BKKT showed they are positioning themselves very well for the inevitable mass stablecoin adoption. Earnings right now mean very little. If you believe mass stablecoin adoption is coming, then you should be excited about where BKKT is sitting. Patience.
English
1
1
7
305
F-Dawg
F-Dawg@way_bo·
They have all the tools in place. If you believe in mass stablecoin adoption then $BKKT is a no brainer at these prices IMO.
English
0
0
7
266
qiqwy404
qiqwy404@localhost1996·
@way_bo @Jake__Wujastyk They’re following a script lol nothing is actually random. There’s way too many coincidences in 5 years for it to be.
English
2
0
0
10
Jake Wujastyk
Jake Wujastyk@Jake__Wujastyk·
$GME Lol… He pulled the through
Jake Wujastyk tweet media
English
15
0
111
27.2K
F-Dawg
F-Dawg@way_bo·
@localhost1996 @Jake__Wujastyk I hope $GME rips in the coming weeks. I have a position and have positions in a lot of risk assets. So we’re on the same team. You’re just a little stupid is all.
English
1
0
0
107
F-Dawg
F-Dawg@way_bo·
@localhost1996 @Jake__Wujastyk Bro you think Roaring Kitty didn’t get hacked. You’re fucking dumb as shit. Regardless of what $GME does from here, Roaring Kitty got hacked that’s the point and argument here.
English
1
0
0
164
Jake Wujastyk
Jake Wujastyk@Jake__Wujastyk·
$GME People think this guy’s account is hacked @TheRoaringKitty I don’t. I think it’s part of the plan. IMO he first posted the tweet looking like a hacked tweet for ultimate confusion. That’s his M.O. Gonna be an interesting night with the market pricing this.
English
213
33
846
124.9K