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@SPACuity Avatar @SPACuity SPACuity

SPACuity posts on X about spac, $cccm, nav, arb the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks XXXX% cryptocurrencies XXXX% finance XXXX%

Social topic influence spac 4.19%, $cccm 2.33%, nav 2.33%, arb 1.86%, $meip 1.86%, bitcoin 1.86%, money 1.4%, $btcs 1.4%, $pew 1.4%, holders XXXX%

Top accounts mentioned or mentioned by @spacspin @erictheumpire @khoops77 @ajitosu @odddiligence @davidnlefkowitz @mntonx @spacster777 @jasonkeenx @swmichtrader @mindwalletbody @stepnotonpets @germcrypto @spacdaddy @blangb @vikmittal @acaldoon @pennycheck @stockmj @boardroomalpha

Top assets mentioned Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM) MEI Pharma, Inc. (MEIP) Bitcoin (BTC) Bitcoin Scrypt (BTCS) pepe in a memes world (PEW) SBET (SBET) Solana (SOL) TrumpCoin (DJT) BitMine (BMNR) Litecoin (LTC) DDC Enterprise Limited (DDC) Bit Digital, Inc. (BTBT)

Top Social Posts #

Top posts by engagements in the last XX hours

"@JDKirkendoll So shares owned by insiders don't count as part of "true market cap" I'm not necessarily saying the stock isn't attractive here but why wouldn't you count all the shares outstanding Also if you count cash and crypto you have to subtract the debt (from Aave and converts)"
@SPACuity Avatar @SPACuity on X 2025-07-22 15:15:50 UTC 3294 followers, XXX engagements

"SPAC "Arb" Example: $AIFEU Disclosure I own a bunch. Have been buying for $XXXXX. Not the highest quality SPAC on earth but. . . you get a common share $AIFE bid at $XXXXX (about $XXXXX in trust) and a 1/5 right $AIFER trading .16 by .25. Ask keeps reloading at $10.24"
@SPACuity Avatar @SPACuity on X 2025-05-21 18:55:37 UTC 3302 followers, 2102 engagements

"@CapitalValor Well wrap this puppy up and launch Gores XXX. Who cares. Assembly line. Just boil everyone alive collect the promote and do it again. Who wants to do the hard work of taking an actual company public and adding true value"
@SPACuity Avatar @SPACuity on X 2025-07-24 01:45:23 UTC 3300 followers, 1168 engagements

"$YHC an example of penny stock skulduggery. Most of these companies are in place to enrich management at expense of common holders. Guy thinks he acquires majority control Guess again. Money printer goes brrrr. I've combed through shells find a few like $MEIP most too risky"
@SPACuity Avatar @SPACuity on X 2025-07-15 11:25:03 UTC 3306 followers, 4798 engagements

"@bz180360 @SPACspin @SPACspin almost always has the early scoop on deal rumblings a must follow for sure I dont know if even Id follow me haha"
@SPACuity Avatar @SPACuity on X 2025-07-24 02:01:19 UTC 3299 followers, XX engagements

"I've continued to add to $WENNU $XXXXX or better; a share $WENN plus half a warrant $WENNW ; with Solana above $XXX for the first time in nearly X months I figure I've had dumber ideas than adding to a SPAC that mentions "Solana" XX times in their prospectus"
@SPACuity Avatar @SPACuity on X 2025-07-22 15:28:40 UTC 3301 followers, XXX engagements

"Does anyone like any of the recent SPAC IPOs say over the last month"
@SPACuity Avatar @SPACuity on X 2025-07-23 16:44:00 UTC 3299 followers, XXX engagements

"@JamesFreedom77 @GermCrypto Common PIPE buyers on $CCCM (well in their target same difference) got in at a sharp discount to NAV at least with $CEPO the common PIPE is priced at $10"
@SPACuity Avatar @SPACuity on X 2025-07-18 15:02:28 UTC 3296 followers, XXX engagements

"@SPAC_zilla Let us know when you find the next one and we can compound together"
@SPACuity Avatar @SPACuity on X 2025-07-24 00:24:14 UTC 3300 followers, XXX engagements

"If I lose money it is my own fault. But going in heavy on $YORKU at $XXXXX. Similar cast of characters as $DWAC / $DJT and $RTAC ; makes me feel icky doing it though"
@SPACuity Avatar @SPACuity on X 2025-06-27 14:58:04 UTC 3306 followers, 5150 engagements

"$WENNU $WENN $WENNW split day today yielding outsized daily gains in the units as often happens with unit splits. Not heroic but a dime a day keeps the doctor away. Was all you could eat in 10.40s late last week; XXXXX bid now. Worth keeping a calendar of SPAC splits"
@SPACuity Avatar @SPACuity on X 2025-07-07 19:36:38 UTC 3300 followers, XXX engagements

"We've now got three straight SPAC treasury deals met with initial exuberance followed by pain. Lots of retail (and others) underwater on $CCCM $MBAV and now $CEPO"
@SPACuity Avatar @SPACuity on X 2025-07-18 19:32:00 UTC 3295 followers, 1467 engagements

"$MEIP news out; could be some parallels drawn to $SYBX given some similar players involved same cash rich shell undergoing strategic alts. I'm nearly out of $MEIP own a bunch of $SYBX albeit may trim it as it moves higher (vs cash) as I have with $MEIP"
@SPACuity Avatar @SPACuity on X 2025-07-18 12:36:27 UTC 3300 followers, 1062 engagements

"Digital Treasury SPACs. $MBAV $CCCM. Pre-merge there's no crypto exposure (if they tell you there is it isn't really true). That said what you DO get is a call option on where NAV multiples shake out several months from now. If premium to cash in trust is small enough. ."
@SPACuity Avatar @SPACuity on X 2025-07-08 15:38:21 UTC 3300 followers, 1338 engagements

"Ok hear me out. SPAC idea. Im going to launch a SPAC plenty of rights and warrants. Were gonna merge it with a shellco we just set up that owns you guessed it. Cash. And you are going to love it"
@SPACuity Avatar @SPACuity on X 2025-07-24 01:55:17 UTC 3306 followers, 1377 engagements

"$CCCM $CCCMW Not a done deal until it is done; but I feel a Bitcoin treasury SPAC this one with warrants featuring CEO @APompliano and involvement of @adam3us -- could definitely gain some traction. Current premarket prices could prove to be a gift here"
@SPACuity Avatar @SPACuity on X 2025-06-13 12:17:00 UTC 3296 followers, 2216 engagements

"@pennycheck @JasonKeenX How do you determine the right valuation for a company that is the only pure play on a country that another much bigger country is really wanting to exterminate"
@SPACuity Avatar @SPACuity on X 2025-07-18 22:44:58 UTC 3288 followers, XXX engagements

"@SpacsStocks I bought $XX worth of ETH back in 2020 to buy a few MLB crypto bobbleheads. Still have thousands of those things. Somewhere. Good times"
@SPACuity Avatar @SPACuity on X 2025-07-24 03:13:57 UTC 3300 followers, XXX engagements

"$DYNX becoming an ETH treasury company. These have been hot $SBET $BMNR $BTCS etc; Now we get to see do SPAC ETH treasury companies trade at a higher multiple than Bitcoin ones Or is it the SPAC structure that is now unwilling to pay much in excess of NAV given the timelag"
@SPACuity Avatar @SPACuity on X 2025-07-21 12:43:08 UTC 3298 followers, 2144 engagements

"$MEIP So last night I reposted a "news" link about this company starting a $XXX million Litecoin Treasury. I don't like deleting tweets so I'll leave it. That said so far I can't confirm if this is true or not. Caveat Emptor. May be true might be nonsense"
@SPACuity Avatar @SPACuity on X 2025-07-18 11:28:26 UTC 3295 followers, 1632 engagements

"Pros and cons. Woke up early to try to buy more $CCCMW. Saw them up a buck already. So that's a negative. On the positive side as someone informed me this morning - I'm not an Iranian general. Net Net I'll take it"
@SPACuity Avatar @SPACuity on X 2025-06-13 11:34:13 UTC 3287 followers, XXX engagements

"SPACs still need to prove that "they are different this time." $CLBR $PEW was able to deliver funds in trust to a crappy business but its action since deSPAC will make even retail think twice about whether to fund these things into a deal close"
@SPACuity Avatar @SPACuity on X 2025-07-23 15:51:34 UTC 3306 followers, 1404 engagements

"$PEW Might work if retail likes. That said I was on the buyside ran small cap growth money. There's no way in hell I'd walk into a client meeting willing to defend why I owned an online gun dealer. Will be interesting to see what kind of institutional ownership it attracts"
@SPACuity Avatar @SPACuity on X 2025-07-23 17:16:38 UTC 3300 followers, 1325 engagements

"$GTERU Can anyone point to more egregious at-risk capital terms in any SPAC ever $XX in at risk capital buys XXXX units AND XXX shares. So XXXX shares plus nearly a full warrant AND XXXX 1/10th rights for $XX. Cheap enough I like the "arb" but my word this is insane. (1/2)"
@SPACuity Avatar @SPACuity on X 2025-07-09 16:11:42 UTC 3300 followers, 2731 engagements

"@EricTheUmpire I wonder what kind of business and in what geography they are targeting"
@SPACuity Avatar @SPACuity on X 2025-07-22 13:04:27 UTC 3295 followers, XXX engagements

"Interesting trip down memory lane; the last gasp of the last SPAC IPO cycle. When will this one end and how Yet to be determined. Not there yet even a skeptic like me thinks we have a ways to run in this cycle. But need more and better deals to be announced"
@SPACuity Avatar @SPACuity on X 2025-07-23 15:59:29 UTC 3306 followers, XXX engagements

"Not sure if anything is happening here $MEIP or not but stock showing a little perkiness today on volume (for it anyway). Once again it is a clean shell with motivated and aligned shareholders; the main one being a holder well-versed in bitcoin deals ( $DDC and now $KWM )"
@SPACuity Avatar @SPACuity on X 2025-07-14 15:42:23 UTC 3295 followers, 1246 engagements

"The ETH treasury co's are getting the love. Multiple companies all in a feeding frenzy fighting to frontrun eachother. ETH makes a great treasury asset stake and earn yield etc. Still hard to know what multiple to pay. The flywheel spins until it stops. $SBET $BTCS $BTBT"
@SPACuity Avatar @SPACuity on X 2025-07-18 13:53:57 UTC 3288 followers, XXX engagements

"$EVAC.U Not sexy but this is my bread and butter SPAC strategy. Buy units shortly after IPO take a size position; when it perks up start to recycle some of that capital into other relatively attractive names. This one is up X cents in under two weeks. No risk compound. ."
@SPACuity Avatar @SPACuity on X 2025-07-23 16:34:37 UTC 3306 followers, XXX engagements

"In honor of my SPAC brethren who are involved today. . . $PEW $PEW Good luck $CLBR"
@SPACuity Avatar @SPACuity on X 2025-07-16 13:00:57 UTC 3298 followers, 2381 engagements

"@MNTonX Uncharted waters. These NAV premiums will vaporize sooner or later; but who knows when that will be and where share prices and crypto prices will be by then"
@SPACuity Avatar @SPACuity on X 2025-07-17 20:41:30 UTC 3300 followers, XXX engagements

"The market has heard our concerns about SPAC crypto treasury deals and responded with as one might expect. . . More cowbell $GTEN"
@SPACuity Avatar @SPACuity on X 2025-07-24 01:08:48 UTC 3306 followers, 13.8K engagements

"I get that people are pissy at $CCCM (and I understand it). All that said I wouldn't overlook the fact all this pissy-ness (is that a word) is giving us an arguably cheap (capped) call option on Bitcoin via the warrants. Still need some more color to get a feel for NAV etc"
@SPACuity Avatar @SPACuity on X 2025-06-24 14:19:56 UTC 3299 followers, 2617 engagements

"IMO the best thing that could happen to $BTCS was share spike on July 8th. They now aren't handcuffed by baby shelf rules and can aggressively tap their ATM to buy ETH (which they are). This is very accretive right now and has benefit of addressing the preferred issue. (1/3)"
@SPACuity Avatar @SPACuity on X 2025-07-14 16:11:15 UTC 3298 followers, 2026 engagements

"@SPACspin @bz180360 Hahaha. I spent more time than Id like to admit trying to figure out the ticker for that thing. Does it trade anywhere at all or just dark"
@SPACuity Avatar @SPACuity on X 2025-07-24 02:34:04 UTC 3300 followers, XXX engagements

"@DavidNLefkowitz @blangb @DJohnson_CPA Well in all fairness I think some of these Crypto Treasury sponsors drank the Koolaid and believed they could get a 1.5X-2.0X multiple now. Maybe they thought everyone could win. But also agree that trust holders aren't their focus. Many sponsors see them as necessary evil"
@SPACuity Avatar @SPACuity on X 2025-07-23 18:07:06 UTC 3306 followers, XXX engagements