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@immutablejacob "@PlagueObserver @MessariCrypto @numerai 🫡"
X Link @immutablejacob 2025-10-02T20:47Z 3291 followers, XXX engagements

"1) A Valuation of Numerai Key takeaways from my latest @MessariCrypto report I built a model that shows $NMR could rerate xx% higher with upside of xxx% in the right conditions. Heres how the decentralized hedge fund stacks up 🧵👇"
X Link @immutablejacob 2025-10-02T20:42Z 3293 followers, 14.4K engagements

"2) @Numerai is a quant hedge fund powered by thousands of data scientists. They build ML stock prediction models on obfuscated data which Numerai combines into one collective market-neutral strategy"
X Link @immutablejacob 2025-10-02T20:42Z 3289 followers, XXX engagements

"$RAIL reached $XXXX last week and thanks to the flash crash it is on sale for under $X again. base case is $82.4M in annualized revenue that YEARLY revenue is 1/4 of its current FDV. higher. railtardio"
X Link @immutablejacob 2025-10-15T00:23Z 3294 followers, 4426 engagements

"Cant believe a $XX token is on sale for less than $X $RAIL"
X Link @immutablejacob 2025-10-09T00:11Z 3294 followers, 8243 engagements

"in my most recent @messaricrypto report i value $NMR using a revenue framework with scenario analysis on AUM growth hedge fund returns and discretionary buybacks:"
X Link @immutablejacob 2025-10-01T21:24Z 3292 followers, XXX engagements

"6) In downside cases NMR could trade like a niche incentive token tethered to a cyclical hedge fund. In upside cases Numerai proves to be a superior hedge fund model (scaling AUM while sustaining alpha) driving both revenues and token value higher"
X Link @immutablejacob 2025-10-02T20:43Z 3289 followers, XXX engagements

"@ParallelAiRev @numerai @JPMorganAM @MessariCrypto right OG project thats only gotten better"
X Link @immutablejacob 2025-10-02T03:02Z 3292 followers, XXX engagements

"@ParallelAiRev @numerai @JPMorganAM @MessariCrypto XXXX% return in 2024 and XX consecutive months of positive performance thru Aug 2025"
X Link @immutablejacob 2025-10-02T03:05Z 3289 followers, XX engagements

"8) To access the full Messari report (enterprise clients only). Includes bear/base/bull cases + the full model"
X Link @immutablejacob 2025-10-02T20:43Z 3290 followers, XXX engagements

"Cant believe a $XX token is cosplaying as less than $X $RAIL"
X Link @immutablejacob 2025-10-09T16:58Z 3289 followers, 6164 engagements

"some thoughts on the $weed/@addicteddotfun trade: 1) i got in super early and had conviction. The CA was not publicly circulating and the @JupiterExchange page was only publicized within the gated game. When I started buying there were only 300-400 holders and every $50-100 buy/sell pumped/dumped the $1.8m mcap 15%. Due to this I did not immediately enter in size only buying enough to start my farm and to have a small side stash. 2) writing out my thesis made me way more bullish. It allowed me to form an actual opinion and visualize the catalysts/risks (this thesis was my original $weed X"
X Link @immutablejacob 2025-10-03T18:37Z 3288 followers, 10.5K engagements

"7) Bottom line. Performance rebound + JPMorgan capital more AUM more fees more token value"
X Link @immutablejacob 2025-10-02T20:43Z 3290 followers, XXX engagements

"The total capital raised by newly launched funds in Q3 2025 increased XX% QoQ to $2.31B. @sora_ventures launched a $1B Bitcoin treasury fund @50TFunds launched a $500M late-stage fund @OndoFinance launched the $250M Ondo Catalyst fund @MessariCrypto's Q3 State of Crypto Fundraising Enterprise report goes live tomorrow 👀"
X Link @immutablejacob 2025-10-15T18:24Z 3293 followers, 13.4K engagements

"3) This August Numerai received a $500M commitment from @JPMorganAM which scales Numerais AUM validates its strategy reduces barriers for additional allocators Combined with a XXX AUM increase since 2022 the fund is on a credible path to multi-billion AUM"
X Link @immutablejacob 2025-10-02T20:42Z 3291 followers, XXX engagements

"5) The single biggest driver - AUM growth. Higher inflows compound management fees expand the performance fee base and dramatically shift revenue curves. Our model maps out very different outcomes across bear/base/bull"
X Link @immutablejacob 2025-10-02T20:43Z 3288 followers, XXX engagements

".@numerai's $NMR spiked XXX% after @JPMorganAM's $500M commitment. within XX hours: $NMR market cap rose from $60M to $174M trading volume spiked to $1.24B up from $5-10M daily in prior weeks but is $NMR's current price justified by the funds trajectory or has price run ahead of fundamentals 👇"
X Link @immutablejacob 2025-10-01T21:24Z 3294 followers, 17.8K engagements