Tracy Brown

937 posts

Tracy Brown

Tracy Brown

@BlackRockTython

เข้าร่วม Haziran 2024
227 กำลังติดตาม159 ผู้ติดตาม
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Tracy Brown
Tracy Brown@BlackRockTython·
I just wanted to make a more level-headed post about $GDC because emotions are obviously running high on both sides right now. I currently hold a little over 600,000 shares, so trust me, I fully understand the risk here. The dilution concerns, ATM fears, reverse split authorization, and overall distrust of management are all real concerns and anybody pretending otherwise is being emotional. But I also think there are things people are overlooking. The 7,500 BTC treasury references, consortium overlap, special committee formation, restricted share structure, and the fact this thing still trades massive volume after a 90%+ collapse is not normal penny stock behavior either. The market clearly still hasn’t fully figured out whether this is a dilution spiral or a massively misunderstood treasury/control structure. I’ve also had a lot of success with $HYMC over time, which is what’s allowed me to take a speculative risk like this in the first place. I’m not telling anybody to buy this stock, and for the most part I’m an open book. If anybody genuinely wants to see my position, I’m completely fine showing it through DM. Again, I know exactly what I’m getting into here. There’s a guy named Tony out there probably shaking his head at me right now lol, and I’m actually in his Discord. The guy definitely rubs some people the wrong way, but honestly he knows his stuff and I respect that. I fully understand why people are skeptical here. And if I end up completely wrong and this turns into one of the worst trades of my life, I respectfully ask the internet to only roast me medium rare and not congratulations-level well done. @GDcultureGroup release filings. -TB
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Tracy Brown
Tracy Brown@BlackRockTython·
$GDC Everyone is celebrating candles (hell yeah.) I’m watching filings. A 10% move doesn’t excite me. A 20% move doesn’t excite me. What excites me is: • Updated share count • ATM clarification • Preferred share details • Nevada amendment explanation • Committee updates The chart is noise. The filings are the story and they are gonna shake things up!
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Tracy Brown
Tracy Brown@BlackRockTython·
Up 15%. Down 20%. Up 10%. Down 10%. None of that changes my thesis. I’m not selling over candles. I’m not falling for head fakes. I’m not getting shaken out by volatility. Everyone should do what’s best for them and manage their own risk. As for me? I’m holding. I know what I own, and I’m waiting for the filings. You can count on me to hold. $GDC
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Lex
Lex@LexWaters7·
@BlackRockTython It looks like the terminated the amended articles and NRS 78.209 so shares should still be the same.
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Tracy Brown
Tracy Brown@BlackRockTython·
$GDC update: • ~$7M market cap • 98% off the highs • New 5% holder filed AFTER the collapse • 53M+ shares traded in a single day • 470M+ shares traded during the May event • Special Committee still active • $10.75 proposal not withdrawn • Nevada filings show active capital structure changes in May • Market still doesn’t know final share count • Market still doesn’t know actual ATM usage At just $50k BTC, a reported 7,500 BTC structure would equal roughly $375M. The market isn’t pricing Bitcoin. The market is pricing maximum distrust. If the final structure ends up cleaner than feared, this stock doesn’t need a squeeze. It needs a rerate, I'm not worried about a squeeze. Bought more $GDC
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Tracy Brown รีทวีตแล้ว
Tracy Brown
Tracy Brown@BlackRockTython·
$GDC $HUBC • ~$7M market cap • 98% off the highs • 53M shares traded in a single day • 67% off-exchange volume • 470M+ shares traded during the May event • New 5% holder filed AFTER the collapse • Special Committee still active • $10.75 proposal not withdrawn • Reported 7,500 BTC structure still being debated • Bitcoin is on the way to a strong rebound • Market still doesn’t know final share count • Market still doesn’t know actual ATM usage • Stock closed up 14.5% near the highs yesterday • few shares in my pocket The market is valuing the entire company at roughly $7M while the debate is centered around hundreds of millions in potential asset value. That’s not a consensus. That’s an opportunity.
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Tracy Brown
Tracy Brown@BlackRockTython·
$GDC * • New 5% holder owns 3,042,069 shares * • 53M shares traded vs ~60.76M previously reported shares outstanding * • Stock survived a 98% collapse and is still attracting volume * • Buyout proposal valued shares at $10.75 * • $100M buyback authorization exists * • $300M ATM exists * • 7,500 BTC at $50k = ~$375M * • 7,500 BTC at $70k = ~$525M * • Market cap still under ~$10M * • Official short interest jumped into the millions of shares * • Multiple days with 50M+ volume * • Off-exchange volume consistently above 60% * • No formal withdrawal of the consortium proposal * • No final Special Committee decision yet * • No updated share count yet * • No definitive ATM usage disclosure yet * • Bitcoin is rebounding soon while GDC is near cycle lows * • Market is still pricing maximum distrust * • Every major debate still hinges on unanswered questions * • The market knows the risks but still doesn’t know the final structure * • Most stocks don’t get more attention after a 98% collapse * • People are still spending weekends digging through filings * • Bulls and bears agree on one thing: the final structure remains unresolved
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WTec
WTec@WTec78·
$GDC forgetting to talk about 5/21/26 “Termination of Amendment After Issuance…” Such filings are public via Nevada SOS but may not always trigger immediate SEC disclosure unless material…. Companies often file amendments related to share structure then sometimes terminate them if plans shift (e.g., due to the going-private process, negotiations, or internal decisions) We also know from SEC-fill/PR on special committee to valuate 10.75$ private offer!
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WTec
WTec@WTec78·
$GDC let’s have some fun example: so they dilute and got 100M$ and buy more $BTC with 64K that’s about 1,500 and 7,500 already own= 9,000 $BTC 😅 Now for some strange unknown reason they actually have 1B shares.. (even thought there was only 1.5B total volume in entire May) 9,000BTC/1B-OS. 1BTC=111k shares. 🤷🤒🤪 111k shares x0.1$= 12K$ for 1-BTC Crazy…. Not really… no one really counts BTC value with any current valuation…!
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WTec
WTec@WTec78·
$HUBC diluted from 1.5M to 66M About 64M shares. 30-days total volume is about 4,000 M Price was everywhere 0.1-0.9-0.2-0.3$ With NO REAL cash/BTC assets..! $GDC doesn’t have this type of swing nor volume…! Total 30-day volume 1,500M And even if they dilute similar 64M shares… 😅🤷. That will put total of 130M shares 7,500 $BTC 600M + 50M atm :) . 650$/130M=$5 per share.. Currently at 0.1$ 🤷 Hope that helps.
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Tracy Brown
Tracy Brown@BlackRockTython·
@Ed15319149 @WTec78 Nobody needs a micro-float? If GDC had 130M shares tomorrow, the real question would still be: Why is a company at a ~$7M market cap generating this much volume, this much research, and this much debate? That’s the disconnect. I'll be buying more tomorrow. I promise you that.
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Ed
Ed@Ed15319149·
@BlackRockTython @WTec78 The market priced in a chance there was a micro float. Now everyone knows it’s not true
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Tracy Brown
Tracy Brown@BlackRockTython·
@EternalQuest0 @WTec78 Interesting. Eternal Quest 0 So it’s headed to the graveyard? Yet: • New 5% holder filed • 53M shares traded in a day • Special Committee still active • $10.75 proposal not withdrawn • Nevada capital structure filings keep appearing That’s a busy funeral my friend.
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EternalQuest
EternalQuest@EternalQuest0·
@BlackRockTython @WTec78 $HUBC yeah it was giving the benefit of the doubt that the company would actually turn around. Stop its toxic financing practices , but they treat its stock like a credit card. Think it would be for the common good that this thing gets delisted so the milking stops.
GIF
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Tracy Brown
Tracy Brown@BlackRockTython·
$GDC $HUBC Thank you @WTec78 This dude is locked in. Trying to connect the dots here: • 5/13/26 – Amended & Restated Articles filed • 5/13/26 – NRS 78.209 filed • 5/21/26 – Termination of Amendment After Issuance filed One possible interpretation: The company amended its share structure on 5/13, completed whatever issuance/transaction was needed, then filed a termination on 5/21 to remove provisions that were no longer necessary. If that’s what happened, it raises a lot of questions about ATM activity, dilution, preferred shares, and the current capital structure. Not saying that’s what happened. Just trying to connect the dots....
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Tracy Brown
Tracy Brown@BlackRockTython·
Tracy Brown@BlackRockTython

$GDC $HUBC Thank you @WTec78 This dude is locked in. Trying to connect the dots here: • 5/13/26 – Amended & Restated Articles filed • 5/13/26 – NRS 78.209 filed • 5/21/26 – Termination of Amendment After Issuance filed One possible interpretation: The company amended its share structure on 5/13, completed whatever issuance/transaction was needed, then filed a termination on 5/21 to remove provisions that were no longer necessary. If that’s what happened, it raises a lot of questions about ATM activity, dilution, preferred shares, and the current capital structure. Not saying that’s what happened. Just trying to connect the dots....

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Tracy Brown
Tracy Brown@BlackRockTython·
$GDC $HUBC • $7M market cap • 53M shares traded in one day • New 5% holder after a 98% collapse • 470M+ shares traded during the event • Short interest collapsing • Special Committee active • $10.75 proposal still alive • Nevada share structure filings discovered • 40M common / 4M preferred showing in Nevada records • Share count still unknown • ATM usage still unknown Picked up some more shares.
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