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@MapleLeafCap "Think SOL itself w/ upgrades + the $Drift patch helping it reach feature parity & pulling previous SOL apes back in would be key to the thesis here. Future composability w/ SOL mainnet assets logically makes sense but feels more like a show-me"
@MapleLeafCap on X 2025-07-03 02:30:16 UTC 48.2K followers, 5086 engagements

"Honestly maybe someone (like SOL foundation) should just take $MPLX private if it keeps trading down (to say 50-100 mm FDV). A lot of peeps believe in owning beta in the world of billions of tokens and most of it happening on SOL (w/ AI / RWA / DePin etc) tho so not sure why it still trades like this. Perhaps the lack of explosive growth & 2C excitement is my guess. Maybe Genesis could change that"
@MapleLeafCap on X 2025-07-15 14:22:21 UTC 48.2K followers, 3647 engagements

"@Alvaro_SR_23 @ethena_labs @gdog97_ @AleaResearch @FundedCrypto @bidclubio"
@MapleLeafCap on X 2025-07-21 09:54:47 UTC 48.2K followers, XXX engagements

"If I had to guess CEX & Hype listing probably coming soon the way its trading. Bonk Mobile launch is a nice touch to extend the story further"
@MapleLeafCap on X 2025-07-24 02:56:40 UTC 48.2K followers, 2929 engagements

"With $PUMP launching its incentivized campaign it seems $BONK & $GP should come back w/ their own. If anything it seems like a good idea to further incentivize the tool ($HUSTLE) by either offering $BONK airdrops to projects that migrate or making $HUSTLE do the airdrop (while pump the $HUSTLE token to effectively incentivize) -- they might have in fact hinted at it Think the next couple weeks we could see some fireworks as the X launchpad shops duke it out"
@MapleLeafCap on X 2025-07-26 16:05:49 UTC 48.2K followers, 5877 engagements

"Think soon the final flush (with more FUD) as ICO participants can no longer take the pain. Then become super interesting w/ the ball in the team's court: - Capital allocation transparency - IR strategy & guidance-setting codifying value-capture - Shipment of impactful products - Big collab & press At current price w/ XX% buyback & 30x burn it still trades expensive vs. $BONK @ 11x burn tho (and $GP at 7x). If you want to paint the bear case $PUMP could trade down another XX% from here -- but think unlikely given (a) team would almost certainly act and (b) bidders will show up as a blend of"
@MapleLeafCap on X 2025-07-24 09:49:37 UTC 48.2K followers, 27K engagements

"I suppose one should watch out for the $SHFL lottery announcement / shipment by YE. Wish there's more visibility on NGR trajectory & cleaner methodology around marketing. Prob fine just stake & milk the yield"
@MapleLeafCap on X 2025-05-27 11:25:13 UTC 48.2K followers, 3111 engagements

"So for the chads who did the $PUMP ICO after seeing everything pump and your subscription at a slight loss today what do you do"
@MapleLeafCap on X 2025-07-22 03:36:27 UTC 48.2K followers, 4021 engagements

"I remember during my HF days in NYC 16-20 where I looked at a bunch of micro/small caps in HK / Asia where a ton of them have negative EV (esp. HK) and my old boss wanted to buy them and we decided against. Turns out all these C-suites are ass clowns enriching themselves w/ the cash and the shareholders never saw a dime of it -- and w/ C-suite having control public shareholders never had a chance ever getting recourse. I think the worse of one is where the mgmt funneled a ton of cash at way below market rate as a loan to a related party which turns out to be the CEO's personal bank. That bro"
@MapleLeafCap on X 2025-07-24 18:02:03 UTC 48.2K followers, 14.4K engagements

"fwiw think there's cascade risk to PUMP towards XXXXXX - 0.003"
@MapleLeafCap on X 2025-07-22 04:56:22 UTC 48.2K followers, 14.4K engagements

"We continue to like $MATH and think it's one of the smallest cap non-treasury non-mining non-exchange cashflow generating stock in Nasdaq. Think on-track to report earnings in July / Aug and think trades at single digit PE still & a highly undervalued APAC crypto deriv play. Thought XX was gonna be a tough comp but by the way crypto is trading probably not. Solid optionality w/ a lot of take-outs / M&A in the deriv space. If stonks is your thing prob worth taking a look. Not FA. Wrote something up about it a while back on BidClub: FD: we own almost XX% of the company"
@MapleLeafCap on X 2025-07-08 18:28:09 UTC 48.2K followers, 4232 engagements

"So what's the Metaplanet of ETH in Japan asking for a friend"
@MapleLeafCap on X 2025-07-16 16:47:28 UTC 48.2K followers, 1980 engagements

"Hey maybe the cost of capital / discount rate one should use in crypto is 25-30% because that's what $BTC may compound at given fiat depreciation into the future"
@MapleLeafCap on X 2025-07-24 15:25:43 UTC 48.2K followers, 1608 engagements

"Out of curiosity I actually went to and dug up $YHC's filing this morning for like XX minutes: - I don't think they ever made much money on a gross profit level that's a real skill. - XX mm+ a year of SG&A big salary packages - Share-count went from like 130k in '23 to 400k in '24 to 1mm+ in 1Q25 prob more now. The company is indeed their ATM. Maybe crypto scammers aren't the worse afterall lol"
@MapleLeafCap on X 2025-07-17 03:55:21 UTC 48.2K followers, 8001 engagements

"fwiw I think the buyback action in $PUMP just made it investible for liquid funds that were on the fence"
@MapleLeafCap on X 2025-07-16 02:07:18 UTC 48.2K followers, 8129 engagements

"@FloodCapital Can you walk through how you bridge to $XXX USD / share (or XX Bn market cap) in your SOTP"
@MapleLeafCap on X 2025-07-16 01:23:27 UTC 48.2K followers, 2981 engagements

"Was a fun convo. fee towards $XX mm was quite nice to hear -- and $HOOD validation bringing more B2B contracts is prob more mid-term. Should have asked about whether ARBStrategy soon. Think going forward AEP ramp Arbitrum One fee stability & margins and Timeboost upside to be monitored. Could see a case for long $ARB and short ETH L2 w/ unlock / inflation / richer / losing mindshare & traction working"
@MapleLeafCap on X 2025-07-18 11:51:40 UTC 48.2K followers, 2930 engagements

"Forever grateful & consider Mable one of the most inspiring person in the space for me. While I'm at the very bottom right my support for Mable is unparalleled -- and the position can only move up from here lel trend is good"
@MapleLeafCap on X 2025-07-17 15:49:18 UTC 48.2K followers, 13.5K engagements