F-Dawg retweetledi
F-Dawg
793 posts

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

@Fugazi4Real I personally think stablecoin mass adoption is inevitable which would make BKKT rerating inevitable. BKKT is a bet on stablecoin mass adoption
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@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.
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@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.
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@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.
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@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
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@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.
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F-Dawg retweetledi

🔔 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.”
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@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.
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@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.
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@localhost1996 @Jake__Wujastyk Bro you think Roaring Kitty didn’t get hacked. You’re fucking dumb as shit. Regardless of what $GME does from here, Roaring Kitty got hacked that’s the point and argument here.
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@way_bo @Jake__Wujastyk Test run. You have no idea what’s coming to the markets. PvE event loading
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@localhost1996 @Jake__Wujastyk My brother, he posted a memecoin and has since deleted his other posts today. He was hacked. Don’t be an idiot
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@way_bo @Jake__Wujastyk He’s not hacked you the one not paying attention.
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@Jake__Wujastyk @TheRoaringKitty Lol well he deleted the tweets from today so clearly was hacked
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$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.
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