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@SPACuity "I'm actually really looking forward to the @BOXABL SPAC investor deck. There would be something refreshing about an actual tangible business. One that unfolds a mini house like an origami paper crane"
@SPACuity on X 2025-07-18 18:15:30 UTC 3309 followers, 3235 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 on X 2025-05-21 18:55:37 UTC 3309 followers, 2104 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 on X 2025-07-24 01:45:23 UTC 3308 followers, 1197 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 on X 2025-07-15 11:25:03 UTC 3305 followers, 4812 engagements

"Mosaic theory suggesting more and more that $FGMC and BOXABL may have something brewing. Ill refrain from editorializing"
@SPACuity on X 2025-07-03 02:45:50 UTC 3309 followers, 1037 engagements

"Does anyone like any of the recent SPAC IPOs say over the last month"
@SPACuity on X 2025-07-23 16:44:00 UTC 3309 followers, 1003 engagements

"@SPAC_zilla Let us know when you find the next one and we can compound together"
@SPACuity on X 2025-07-24 00:24:14 UTC 3308 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 on X 2025-06-27 14:58:04 UTC 3308 followers, 5224 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 on X 2025-07-24 01:55:17 UTC 3308 followers, 1403 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 on X 2025-07-24 03:13:57 UTC 3309 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 on X 2025-07-21 12:43:08 UTC 3309 followers, 2160 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 on X 2025-07-18 11:28:26 UTC 3311 followers, 1634 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 on X 2025-06-13 11:34:13 UTC 3308 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 on X 2025-07-23 15:51:34 UTC 3309 followers, 1618 engagements

"@MicrocapTrader Maybe we'll see it with @BOXABL (testing to see if I can type a tweet like this with a straight face)"
@SPACuity on X 2025-07-17 19:50:45 UTC 3309 followers, XXX 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 on X 2025-07-23 17:16:38 UTC 3309 followers, 1336 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 on X 2025-07-09 16:11:42 UTC 3308 followers, 2752 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 on X 2025-07-23 15:59:29 UTC 3307 followers, XXX 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 on X 2025-07-18 13:53:57 UTC 3309 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 on X 2025-07-23 16:34:37 UTC 3304 followers, XXX engagements

"Reminds me of the good 'ol days. Nice grabbag of goodies to buy this junky SPAC. Don't hate the player hate the game. I own it so I can make fun of it. A right plus 3/4 warrant plus Trump ties (yeah a stretch but who cares). Just don't read the at-risk terms barf $GTERU"
@SPACuity on X 2025-07-09 15:32:18 UTC 3309 followers, 2256 engagements

"The market has heard our concerns about SPAC crypto treasury deals and responded with as one might expect. . . More cowbell $GTEN"
@SPACuity on X 2025-07-24 01:08:48 UTC 3309 followers, 14K 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 on X 2025-07-24 02:34:04 UTC 3309 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 on X 2025-07-23 18:07:06 UTC 3306 followers, XXX engagements