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@JulianKlymochko "Private equity firms take notice. With X sponsor-backed companies (and X VC-backed) launching IPOs this week now's the time to be taking portfolio companies public and providing liquidity to LPs. The window for IPOs and SPAC mergers is fully open. McGraw Hill $MH Accelerant $ARX NIQ Global $NIQ Carlsmed $CARL"
@JulianKlymochko on X 2025-07-15 21:58:43 UTC 28.4K followers, 3647 engagements

"Today's M&A notes $INFA to be acquired by $CRM for $XXXXX XXXX% premium $XXX billion $IIP-U.to to be acquired by CLV Group / GIC for $XXXXX XXXX% premium $XXX billion $MTAL to be acquired by $HMY for $XXXXX XXXX% premium $XXXX billion"
@JulianKlymochko on X 2025-05-27 13:41:40 UTC 28.4K followers, 2174 engagements

"CryptoPunks rallying and we haven't even seen an NFT Treasury Company launch yet"
@JulianKlymochko on X 2025-07-16 11:25:10 UTC 28.4K followers, 6829 engagements

"@vik_mittal There are 19mm degens in WSB. That is a hell of a lot of buying power with many playing musical chairs with the worst stocks in the market"
@JulianKlymochko on X 2025-07-23 20:58:14 UTC 28.4K followers, XXX engagements

"*FCC APPROVES PARAMOUNT-SKYDANCE MERGER Only took $XX million $PARA $PARAA"
@JulianKlymochko on X 2025-07-24 21:48:52 UTC 28.4K followers, 3209 engagements

"The IPO window appears to be open for companies beyond just AI and crypto. With McGraw Hill launching a $XXX million IPO now is the time for private equity to pursue exits for their portfolio companies into the public markets (either via IPO or SPAC merger)"
@JulianKlymochko on X 2025-07-14 12:09:57 UTC 28.4K followers, 6216 engagements

"It feels like the crypto treasury trade is over. If you're considering a crypto treasury initiative don't do it. The market cannot handle any more of these. The below rumor today from Bloomberg not only crushed $MBAV shares but tanked the entire SPAC market"
@JulianKlymochko on X 2025-06-25 20:30:14 UTC 28.4K followers, 29.6K engagements

"To my American friends enjoying today's festivities you missed literally zero market action as the TSX finished the day +0.00%"
@JulianKlymochko on X 2025-07-04 22:23:50 UTC 28.4K followers, 2573 engagements

"When a SPAC IPO has $XXXXX in trust 1/3 of a warrant high quality repeat sponsor with a good mandate tier X underwriter no anchor investors and a $XXX million FPA"
@JulianKlymochko on X 2021-08-09 17:23:35 UTC 28.4K followers, XX engagements

"Cantor has had a hot hand lately primarily off their $XXI deal. Today they IPO another SPAC Cantor Equity Partners III marking their fourth active SPAC in the market (now three searching for a target). Yes it was oversubscribed. Disclosure: Long $CAEP in $ARB.to"
@JulianKlymochko on X 2025-06-26 13:25:36 UTC 28.4K followers, 5213 engagements

"Two months ago I posited that biotechs trading below cash should pivot to crypto treasury companies. The biotech to crypto treasury company trend is now happening and should pick up steam in the near term. $SONN"
@JulianKlymochko on X 2025-07-14 12:15:38 UTC 28.4K followers, 16.8K engagements

"Foot Locker / DICKS Sporting Goods pulled and refiled their HSR notification. Is the FTC sniffing out a monopoly in the retailing of "accessible luxury running shoes" We'll know next month if this merger gets a second request. $FL $DKS"
@JulianKlymochko on X 2025-07-24 12:17:05 UTC 28.4K followers, 1443 engagements

"12.8 million shares (75.5%) of $GWAC were redeemed on the Cipher deal vote This deal has a $XXX million PIPE"
@JulianKlymochko on X 2021-08-25 19:48:08 UTC 28.4K followers, XX engagements

"Reuters: "The Goldman Sachs Most Shorted Rolling Index an equal-weighted basket of the XX highest short-interest names in the Russell 3000 Index is up XX% this month compared to a nearly X% gain for the Russell 3000 and is up over XX% since the low for the year in April.""
@JulianKlymochko on X 2025-07-24 12:42:31 UTC 28.4K followers, 1452 engagements

"As a result it's been a challenging month for long short equity hedge funds. The long short equity proxy* is now down -XXX% year-to-date. *GS VIP basket - GS Most Shorted basket"
@JulianKlymochko on X 2025-07-22 20:35:20 UTC 28.4K followers, 1299 engagements

"The market's worst stocks continue their speculative surge with the GS Most Shorted basket up over XX% this month"
@JulianKlymochko on X 2025-07-22 20:35:19 UTC 28.4K followers, 2490 engagements

"Unsurpisingly after trading lawsuits Lynk terminated its merger with Alex Rodriguez's SPAC Slam Corp. $SLAMF"
@JulianKlymochko on X 2025-07-22 11:53:19 UTC 28.4K followers, 2959 engagements

"We outlined our $HES / $CVX thesis in our June 2024 client memo:"
@JulianKlymochko on X 2025-07-18 12:35:32 UTC 28.4K followers, 1603 engagements

"Today's M&A and SPAC notes $G.to to be acquired by $AU for $XXXX cash per share XXXX% premium $XXX million $CHX / $SLB deal closed $CLBR / $PEW deal closed $SOCAU $XXX million IPO"
@JulianKlymochko on X 2025-07-16 13:20:57 UTC 28.4K followers, 2207 engagements

"Bitcoin Standard Treasury Company / Cantor Equity Partners I $CEPO deal overview $XXX billion equity value $XXX billion fiat-denominated PIPE Closing Q4 2025 Symbol $BSTR PR: IR deck:"
@JulianKlymochko on X 2025-07-17 13:27:40 UTC 28.4K followers, 13.5K engagements

"$DHCA terminated GloriFi deal because "GloriFi publicly announced that GloriFi was winding down its operations" I mean that's a pretty good reason Makes you wonder how the sponsor valued GloriFi at $XXX billion six months ago 😳"
@JulianKlymochko on X 2023-01-27 22:53:52 UTC 28.4K followers, XX engagements

"It isn't just retail investors buying crypto treasury companies (outside of the PIPE). $ARKK acquired XXX million $BMNR shares at $XXXXX per share"
@JulianKlymochko on X 2025-07-22 13:31:00 UTC 28.4K followers, 4719 engagements

"Lowest priced SPAC common shares $PUCK $XXXX $AGAC $XXXX $EJFA $XXXX $HHLA $XXXX $BLTS $XXXX $FLME $XXXX $IPVI $XXXX $TRCA $XXXX $RXRA $XXXX $FTEV $XXXX $IBER $XXXX $MACQ $XXXX $VOSO $XXXX $CLAS $9.70"
@JulianKlymochko on X 2021-05-03 00:17:26 UTC 28.4K followers, XX engagements

"There's tremendous demand for multi-strategy hedge funds these days but they come with drawbacks including illiquidity high fees high minimums and lack of transparency. Fortunately any investor can create a liquid transparent and low cost multi-strategy hedge fund using uncorrelated hedge fund ETFs. Here is a X Sharpe multi-manager allocation: XX% merger arbitrage $ARB.to XX% absolute return $HDGE.to XX% market neutral $PFMN.to XX% long short credit $RATE.to"
@JulianKlymochko on X 2025-07-15 17:03:57 UTC 28.4K followers, 1469 engagements

"New SPAC units we've been buying in the Accelerate Arbitrage Fund ETF $ARB.to at or below $XXXXX this week: $EBACU $FZT/U $FVIV/U $KAHC/U $TETCU $RACB (no units) $FMIVU"
@JulianKlymochko on X 2021-03-18 16:16:32 UTC 28.4K followers, XX engagements

"Monday SPAC Update $SNPR business combination with Volta $GHVI business combination with Matterport $ARYA business combination with Nautilus Biotechnology $NAPA/U filed S-1 for $XXX million IPO $SVFCU filed S-1 for $XXX million IPO $SBEAU filed S-1 for $XXX million IPO 1/"
@JulianKlymochko on X 2021-02-08 15:00:08 UTC 28.4K followers, XX engagements

"A phenomenal job done by 23andMe's board of directors that will become a case study on how to deal with a coercive and shareholder-unfriendly bid from a controlling shareholder. A masterful bankruptcy filing led to a XXX% increased offer from the company's founder. $MEHCQ"
@JulianKlymochko on X 2025-06-05 11:47:25 UTC 28.4K followers, 5768 engagements

"The only thing making me $LMAO is our allocation on the IPO 😂"
@JulianKlymochko on X 2021-01-26 01:58:49 UTC 28.4K followers, XX engagements

"$HES was a fairly easy win for investors. $XOM's litigation was always quite silly - of course a corporate merger doesn't trigger an asset-level ROFR"
@JulianKlymochko on X 2025-07-18 12:33:41 UTC 28.4K followers, 2807 engagements

"Despite yesterday's rumor of a white knight topping bid from $CVE $MEG continues to trade at just an X% premium to $SCR's cash + share hostile bid down from as much as a XX% premium two weeks ago"
@JulianKlymochko on X 2025-07-24 16:08:56 UTC 28.4K followers, 1680 engagements

"For those wanting to comment on central bank policy and where the fed funds rate should be the most simple unbiased (and academically supported) reference point is the Taylor Rule which implies that the Fed is justified in maintaining its policy rate at 4.25%-4.50%"
@JulianKlymochko on X 2025-07-16 19:11:45 UTC 28.4K followers, 2184 engagements

"Oct X SPAC Update $ALTU intention to merge with medical device manufacturer Plutonian Acquisition (no symbol) filed S-1 for $XX million IPO $TEKK to liquidate Oct XX $RCHG liquidation"
@JulianKlymochko on X 2022-10-05 13:16:46 UTC 28.4K followers, XX engagements

"Today's M&A notes $CIO to be acquired by MCME Carell Holdings LP (Elliott / Morning Calm Management) for $XXXX cash per share XXXX% premium $XXX billion $NSC / $UNP are engaged in advanced discussions regarding a potential business combination"
@JulianKlymochko on X 2025-07-24 13:36:27 UTC 28.4K followers, 1319 engagements

"@choffstein There were crypto treasury companies launched in Canada in 2017. They traded to NAV discounts during a subsequent bear market and either liquidated or merged with an ETF"
@JulianKlymochko on X 2025-07-26 04:38:44 UTC 28.4K followers, XXX engagements

"Today's M&A notes $JNPR / $HPE deal closed $RDFN / $RKT deal closed $INZY / $BMRN deal closed $SSBK / $FBK deal closed $EBTC / $INDB deal closed $AZEK / $JHX deal closed $ESGR / Sixth Street / Liberty Strategic Capital / J.C. Flowers deal closed"
@JulianKlymochko on X 2025-07-02 13:12:01 UTC 28.4K followers, 1740 engagements

"The stock market finally got a CryptoPunks treasury company as $GAME acquires the Cowboy Ape CryptoPunk #5577for $XXXX million"
@JulianKlymochko on X 2025-07-24 13:41:12 UTC 28.4K followers, 6116 engagements

"TELUS spun-out TELUS International through an IPO in 2021 at $XXXXX per share. It just submitted an unsolicited proposal to buy it back at $XXXX per share. Sell high buy low I guess. $TIXT"
@JulianKlymochko on X 2025-06-12 13:37:24 UTC 28.4K followers, 2215 engagements

"$CCCM is trading dangerously close to NAV ($10.07) - a level in which it could suffer devastating redemptions. Why does the market hate the ProCap Financial deal in particular compared to the other crypto treasury SPACs $CEPO $DYNX $CEP $MBAV $TLGYF"
@JulianKlymochko on X 2025-07-22 16:13:10 UTC 28.4K followers, 5271 engagements

"StablecoinX / TLGY Acquisition $TLGYF deal overview Newly-formed validator and infrastructure business supporting the Ethena ecosystem $XXX million PIPE Closing Q4 Symbol $USDE PR: IR deck: Disclosure: Long $TLGWF in $ARB.to"
@JulianKlymochko on X 2025-07-21 15:54:53 UTC 28.4K followers, 1808 engagements

"Wednesday SPAC Update (Cont'd) $QFTA/U filed S-1 for $XXX million IPO $ITQRU filed S-1 for $XXX million IPO FTAC Athena (no symbol) filed S-1 for $XXX million IPO $AMCI filed 424b3 for Advent deal vote Feb X $GHIV deal vote $ACAM deal vote 2/"
@JulianKlymochko on X 2021-01-20 14:16:33 UTC 28.4K followers, XX engagements

"Today's SPAC notes $EGRVF to liquidate $HVMCU filed S-1 for $XXX million IPO $WSTNU filed S-1 for $XX million IPO"
@JulianKlymochko on X 2025-07-24 13:36:53 UTC 28.4K followers, XXX engagements

"First $WEJO / $USCT terminated now $ARVL / $KCGI terminated The "reSPAC" is dead"
@JulianKlymochko on X 2023-07-03 20:46:55 UTC 28.4K followers, 4734 engagements

"$ARB.to's top X SPAC positions $LGVW (now $BFLY) and $CCIV in Q4 was a good spot to be You can follow our SPAC holdings here:"
@JulianKlymochko on X 2021-02-21 15:06:12 UTC 28.4K followers, XX engagements

"Today's M&A notes $GHLD to be acquired by Bayview for $XXXXX XXXX% premium $1.3bn $KEG-u.to to be acquired by $FFH.to for $XXXXX XXXX% premium $223mm $VERV to be acquired by $LLY for $XXXXX + CVR XXXX% premium $1.0bn $CXB / $EQX deal closed"
@JulianKlymochko on X 2025-06-18 13:28:26 UTC 28.4K followers, 1923 engagements

"Merger Monday: $CORZ to be acquired by $CRWV for 0.1235x shares XXXX% premium $9.0bn $WNS to be acquired by $CAP.fp for $XXXXX XXXX% premium $3.3bn $SAND to be acquired by $RGLD for 0.0625x shares XXXX% premium $3.5bn $HCU.to to be acquired"
@JulianKlymochko on X 2025-07-07 13:36:10 UTC 28.4K followers, 2545 engagements

"Friday SPAC Update $FUSE business combination with MoneyLion $FCAC business combination with Sharecare $CVII/U $XXX billion IPO $CCVI/U $XXX million IPO $SLAC/U $XXX million IPO $SCLEU $XXX million IPO $TSIBU $XXX million IPO $CHAA/U $XXX million IPO 1/"
@JulianKlymochko on X 2021-02-12 16:02:27 UTC 28.4K followers, XX engagements

"The Ether Machine / Dynamix $DYNX deal overview Ether treasury company $XXX billion equity value Contribution of approximately $XXX million (169984 ETH) from Andrew Keys $XXX million PIPE Symbol $ETHM PR: IR deck:"
@JulianKlymochko on X 2025-07-21 13:41:06 UTC 28.4K followers, 12.7K engagements

"Apollo Chief Economist Torsten Slk: "The difference between the IT bubble in the 1990s and the AI bubble today is that the top XX companies in the S&P XXX today are more overvalued than they were in the 1990s.""
@JulianKlymochko on X 2025-07-20 18:49:59 UTC 28.4K followers, 2429 engagements

"$45 billionof US leveraged loans hit the market today the fourth-highest ever. The window is wide open"
@JulianKlymochko on X 2025-07-21 16:13:23 UTC 28.4K followers, 2370 engagements

"Apr XX SPAC Update (Cont'd) $ALAC will deposit $XXXX per share into trust each month (6.5% yield) NAV $XXXXX $GXGX filed DEF14A to extend deadline to July XX vote May XX $SCPE shareholders approve extension to Aug XX $XXXX million redeemed (46.23%) 2/"
@JulianKlymochko on X 2021-04-15 13:40:34 UTC 28.4K followers, XX engagements

"SPAC warrants emerging from the gutter to hit three-and-a-half year highs. Do you think the rise in price is ahem warranted"
@JulianKlymochko on X 2025-07-15 21:21:25 UTC 28.4K followers, 3403 engagements

"While the aggregate NFT market cap has rallied XX% to $X billion this month the entire digital art and collectibles market is still worth XX% less than Shiba Inu coin and still down nearly two-thirds from its 2022 peak"
@JulianKlymochko on X 2025-07-24 15:50:39 UTC 28.4K followers, 1336 engagements

"I joined @BNNBloomberg yesterday to discuss the rumored Cenovus white knight bid for MEG Energy along with Teck Resources Q2 earnings with @AndrewBellBNN"
@JulianKlymochko on X 2025-07-25 23:24:51 UTC 28.4K followers, 1396 engagements

"Monday SPAC Update $NGAC business combination with Xos $NSTB business combination with Apex $RSVA business combination with Enovix $SVAC business combination with Cyxtera Technologies $TDAC business combination with 1/"
@JulianKlymochko on X 2021-02-22 16:00:51 UTC 28.4K followers, XX engagements

"Hall of shame SPACs Worst performing deSPACs over the past year $EDTX - $METX $XXXX -XXXX% $ORSN - $UK $XXXX -XXXX% $PAAC - $LGHL $XXXX -XXXX% $MUDS - $HYMC $XXXX -XXXX% $GPAQ - $HOFV $XXXX -XXXX% Note that all offered X warrant per unit caveat emptor"
@JulianKlymochko on X 2021-04-09 14:56:35 UTC 28.4K followers, XX engagements

"For decades the phrase "alternative investments" was synonymous with hedge funds. Now private markets are trying to co-opt the phrase and we absolutely cannot let that happen since a large contingent of private assets are just equities that don't trade on an exchange"
@JulianKlymochko on X 2025-07-15 16:17:41 UTC 28.4K followers, 1528 engagements

"Barrons: "The outlook for merger arbitrage looks good given a fairly active merger environment including a pick-up in deals from financial sponsors doing leveraged buyouts and decent deal spreads." I believe every diversified portfolio should have a merger arbitrage allocation"
@JulianKlymochko on X 2025-07-19 21:54:41 UTC 28.4K followers, 2828 engagements

"The first SPAC IPO of 2022 $CITEU traded up X% to $XXXXX Why did it trade well It offered $XXXXX in trust (3% return off the bat) + 1/2 warrant (5% return) and also offered $XXXX for each of X three month deadline extensions (2%) That equates to XX% return over X years"
@JulianKlymochko on X 2022-01-05 22:51:21 UTC 28.4K followers, XX engagements

"FT: "Cantor Equity Partners X a blank cheque vehicle that raised $200mn in cash in an initial public offering in January is in late-stage talks with Adam Back founder of crypto trading group Blockstream Capital to buy more than $3bn in the digital currency" $CEPO"
@JulianKlymochko on X 2025-07-15 20:15:49 UTC 28.4K followers, 31.1K engagements

"@kingtutcap Or attractively valued free cash flow machines that past-due private equity funds are stuffed with"
@JulianKlymochko on X 2025-07-23 15:19:14 UTC 28.4K followers, XXX engagements

"SPAC bull market day X. Top XX Daily SPAC Gainers for Apr XX $CLBR +15.7% $DIST +10.2% $TLGY +4.7% $TBMC +4.1% $ISRL +3.4% $PUCK +3.4% $CCIR +1.6% $HCVI +1.5% $CEPO +1.3% $OACC +1.1%"
@JulianKlymochko on X 2025-04-28 20:26:58 UTC 28.4K followers, 3326 engagements