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@3rdFloorCapital "I'll caveat it by saying I'm not an expert on $CAPR but isn't this price action batshit crazy Literally got CRLed and already back up 50%. What kind of company pushes Ph3 data hoping for AA if they're confident the drugs gonna hit"
@3rdFloorCapital on X 2025-07-11 13:49:46 UTC XXX followers, 1766 engagements

"After digging a little and doing some napkin math I think $SRPT is very attractive here. Quick thread on why I like the set up 🧵1/ (Simplifying the science as much as I can without losing substance happy to talk details if anyones interested)"
@3rdFloorCapital on X 2025-06-18 18:50:26 UTC XXX followers, 32.8K engagements

"Probably a decent trade to short some $ATYR here on the shitco binary pop triggered by ABVX. No view on the readout (although people I really respect are pretty bearish) but can't imagine this shitco rally holds"
@3rdFloorCapital on X 2025-07-23 18:41:21 UTC XXX followers, XXX engagements

"@jaltucher @BitGo What's the plan for monetizing your holdings Is it a pure buy-and-hold treasury strategy or do you guys plan on pursuing staking / capturing yield in some way"
@3rdFloorCapital on X 2025-07-17 13:50:07 UTC XXX followers, XXX engagements

"After the recent PR $SRPT has replaced $BBIO as my highest conviction long. Didn't take a single cent of profit on anything apart from ST options trades and actually tripled my equity position this morning. No matter how you slice it this business isn't worth $22/sh"
@3rdFloorCapital on X 2025-07-17 14:02:23 UTC XXX followers, 8648 engagements