8
@MapleLeafCap
Jason Kam
Skipped detailed analysis: Personal account (appears to be individual investor/KOL with VC/fund affiliations, not a crypto project, protocol, or token).
AI Analysisneutral
Confidence
30%
Skipped detailed analysis: Personal account (appears to be individual investor/KOL with VC/fund affiliations, not a crypto project, protocol, or token).
Recent tweetsSee all on 𝕏 →
$159516CH
Hmmm it's not looking good bruv someone need to bid this BTC now
tbf MSTR will start accuring time premium when it gets closer to strike (~$25k) but the implied interest rate would be north of 15% per annum given dilution needed to fund pref dividends https://t.co/pnX1oNxfpK
During the peak years of WWII:
- 50%+ of US market-cap was war-converted
- 40% of US GDP was weapon spending (from 2% in 1940)
As of today, semiconductor is
- 18-20% of US stock market cap
- 2-4% of US GDP in semi spending
If you buy into @leopoldasch 's last chapter and that US is going to launch "The Projeect" in 1-2 year's time and this is a full-out war on intelligence. There won't really be a semi cycle and we are going a lot higher.
still here. locked in. forever growing.
CT - my corner of the internet.
get yours: https://t.co/GdMQ9RoqYs
I personally think the $CRCL investors are significantly underestimating the risk of leading fintech players teaming together and launching their own stablecoin.
For instance, the float on Stripe alone at any given point I think is around 15-25 Bn USD on its massive transactional volume. Already 20-25% of USDC without them actively juicing this on-platform float.
Signal Timeline
0X
@0xALTF4 followed
Score breakdown0–100
🎯Scout quality
+17.85 / 25
📚Signal stack
0 / 30
🪪Profile
+12 / 15
✍️Content
0 / 10
🤖AI verdict
+8 / 20
⚠️Penalties
-30 / 20
8
Below threshold (70)
Watching for additional signals.
Watching for additional signals.
Followers
49.4K
Account age
8.5y
Scouts
0
First seen
1mo ago