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"And why is your $spx target complete when @HenrikZeberg is saying blow off top Both of you rarely differ but that is a 1000point diff in targets. Super interesting the EW side @PWebborn as your $btc target is over $200k when Henrik is $160ish. Popcorn to see what plays out"
X Link @Jordinho2010 2025-10-30T11:26Z XXX followers, XX engagements
"4/4 Net Debt dropped by $XXX mm - good to see With stock in the $160-ish range and USGC 3-2-1 cracks falling below $20/bbl - I would hope that Net Debt reduction remains top priority for $VLO Solid quarter. I need to do more work on incorporating WTI-WCS spread into my model"
X Link @Suicide95518428 2025-10-23T13:20Z 3853 followers, XXX engagements
"Weekly yield from our Treasury has been collected about $160ish of Toast was purchased and burned. We also grew our single stake $BMX position and paid down some loans on @40acres_Finance Our best treasury position this week was wBLT/BMX due to the BMX price action. And our worst position was the dying LNOB/ETH LP"
X Link @toastonbase 2025-10-22T19:10Z XXX followers, XXX engagements