# ![@ElGatoPartners Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1963514939571875840.png) @ElGatoPartners El Gato Capital

El Gato Capital posts on X about $hype, $purr, hype, greenland the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1963514939571875840/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1963514939571875840/c:line/m:interactions.svg)

- [--] Week [-----] -91%
- [--] Month [------] +16,896%

### Mentions: [--] [#](/creator/twitter::1963514939571875840/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1963514939571875840/c:line/m:posts_active.svg)

- [--] Month [--] +10%

### Followers: [---] [#](/creator/twitter::1963514939571875840/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1963514939571875840/c:line/m:followers.svg)

- [--] Week [---] +1.90%
- [--] Month [---] +5,150%

### CreatorRank: [---------] [#](/creator/twitter::1963514939571875840/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1963514939571875840/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  39.58% [stocks](/list/stocks)  31.25% [countries](/list/countries)  27.08% [cryptocurrencies](/list/cryptocurrencies)  26.04% [exchanges](/list/exchanges)  14.58% [travel destinations](/list/travel-destinations)  3.13% [technology brands](/list/technology-brands)  2.08%

**Social topic influence**
[$hype](/topic/$hype) #457, [$purr](/topic/$purr) #11, [hype](/topic/hype) 18.75%, [greenland](/topic/greenland) 17.71%, [crypto](/topic/crypto) 16.67%, [$kyiv](/topic/$kyiv) 10.42%, [$peli](/topic/$peli) 9.38%, [$plsr](/topic/$plsr) 8.33%, [company](/topic/company) 8.33%, [ukraine](/topic/ukraine) 7.29%

**Top accounts mentioned or mentioned by**
[@pulsarhelium](/creator/undefined) [@coinsharesco](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@grumpierbtday](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@midascabal](/creator/undefined) [@andreassteno](/creator/undefined) [@gumsays](/creator/undefined) [@cyberprincerwo](/creator/undefined) [@layahheilpern](/creator/undefined) [@pennycheck](/creator/undefined) [@biomindbeliever](/creator/undefined) [@optimusaaig](/creator/undefined) [@metalboar](/creator/undefined) [@richtrades100](/creator/undefined) [@citronresearch](/creator/undefined) [@trentblair19](/creator/undefined) [@acapitallp](/creator/undefined) [@0xyoussef](/creator/undefined) [@origoinvest](/creator/undefined)

**Top assets mentioned**
[Hyperliquid (HYPE)](/topic/$hype) [Purr (PURR)](/topic/$purr) [Kyivstar Group Ltd. Common Shares (KYIV)](/topic/$kyiv) [Credit Suisse Group (CS)](/topic/$cs) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Bitcoin (BTC)](/topic/$btc) [Strategy (MSTR)](/topic/$mstr) [Mario Coin (COIN)](/topic/$coin) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Costco Wholesale Corporation (COST)](/topic/costco) [Hyperion DeFi (HYPD)](/topic/$hypd) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Bifrost Native Coin (BNC)](/topic/$bnc) [Stader BNBx (BNBX)](/topic/$bnbx) [BNB (BNB)](/topic/$bnb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents on the dollar - $HYPE as decoupled a bit to BTC and finally starts to trade on its own fundamentals - it is cheap - it is scarce and it is deflationary - Adding to the $PURR thesis - they're sitting on warrants that would flood the treasury if they move in-the-money. One of the cleanest balance sheets in the DAT space. One of the most interesting $HYPE treasury plays I'm tracking. Longer deep-dive coming soon. https://t.co/4QTG7ZvVFa Adding to the $PURR thesis - they're sitting on warrants that would flood the treasury if they"  
[X Link](https://x.com/ElGatoPartners/status/2018265352472232019)  2026-02-02T10:08Z [---] followers, [----] engagements


"Europe's largest crypto asset manager is about to list on Nasdaq US. The deal was stalled. Today - the court date was set. Here's why this might be the most asymmetric opportunity in crypto right now. 🧵@CoinSharesCo $CS CoinShares Announces Royal Court of Jersey Hearing Date as U.S. Listing Transaction Advances $CNSRF #CS #CoinShares #Cryptocurrency #Crypto #DigitalAsset https://t.co/9LWiwJXuMc CoinShares Announces Royal Court of Jersey Hearing Date as U.S. Listing Transaction Advances $CNSRF #CS #CoinShares #Cryptocurrency #Crypto #DigitalAsset https://t.co/9LWiwJXuMc"  
[X Link](https://x.com/ElGatoPartners/status/2014309766332309579)  2026-01-22T12:10Z [---] followers, [---] engagements


"TLDR; At $10 SPAC price your $CS shares convert to 50% premium . That's the floor. If BTC reclaims $100k and crypto sentiment rips - this re-rates fast You're buying a profitable $10B AUM asset manager at 7x EBITDA with 50% discount to SPAC deal while peers trade 20x+"  
[X Link](https://x.com/ElGatoPartners/status/2014309770254000599)  2026-01-22T12:10Z [---] followers, [----] engagements


"The valuation gap: Here's where it gets interesting. CoinShares trades at: 7.3x EV/EBITDA 10.7x P/E Peers trade at: 20.9x EV/EBITDA 25.4x P/E That's a 65% discount to comp. companies. Why It's listed in Stockholm and does not have the US premium but that is about to chg"  
[X Link](https://x.com/ElGatoPartners/status/2014309781171839191)  2026-01-22T12:10Z [---] followers, [---] engagements


"The catalyst just got real. $CS is merging with Vine Hill SPAC $VCIC to list on Nasdaq US. Today - the Royal Court of Jersey set the hearing date: February [--] [----]. This was previously postponed. Now we have a timeline. https://x.com/CrweWorld/status/2014295566025670883 CoinShares Announces Royal Court of Jersey Hearing Date as U.S. Listing Transaction Advances $CNSRF #CS #CoinShares #Cryptocurrency #Crypto #DigitalAsset https://t.co/9LWiwJXuMc https://x.com/CrweWorld/status/2014295566025670883 CoinShares Announces Royal Court of Jersey Hearing Date as U.S. Listing Transaction Advances $CNSRF"  
[X Link](https://x.com/ElGatoPartners/status/2014309783856156955)  2026-01-22T12:10Z [---] followers, [---] engagements


"The risks: - Deal doesn't close (regulatory shareholder vote) - Crypto crashes before completion - New US-listed entity trades below SPAC price - Liquidity on Stockholm exchange is thin This is not a guaranteed arbitrage. It's a calculated bet on deal completion + US re-rating"  
[X Link](https://x.com/ElGatoPartners/status/2014309794513854598)  2026-01-22T12:10Z [---] followers, [---] engagements


"Okey this is news for me. $ASPI building a H3-separation plant . This could be HUGE for $PLSR as there is no separation techn. tday. @pulsarhelium x $ASPI partnership incoming Wow. $ASPI "then we're in the process of building and procuring components to build a barium-137 and helium-3 plant". - Paul Mann Wow. $ASPI "then we're in the process of building and procuring components to build a barium-137 and helium-3 plant". - Paul Mann"  
[X Link](https://x.com/ElGatoPartners/status/2016175923163283834)  2026-01-27T15:46Z [---] followers, [----] engagements


"US planning lunar missions to mine helium-3 from the moon. $ASPI (backed by Trump family) building separation plants on Earth. $PLSR discovered it naturally occurring at Topaz - triple-verified by federal labs at 11-12 ppb. Could be something. $PSRHF The US produces [--] kilograms of helium-3 per year. Quantum computing needs 200-400 kilograms. Fortunately there's a million tons on the moon. Glenn Martin CEO of Extraterrestrial Mining Company Thinks On Paper about lunar helium-3: "The Department of Energy has to bleed https://t.co/tRPsKZGpbm The US produces [--] kilograms of helium-3 per year."  
[X Link](https://x.com/ElGatoPartners/status/2016182201344204961)  2026-01-27T16:11Z [---] followers, [----] engagements


"$PURR THE REGULATED GATEWAY TO HYPE Hyperliquid Strategies ($PURR) The treasury holds: 12.6M $HYPE tokens = $378M $300M cash on hand Zero debt Total asset value: $678M Market cap: $571M mNAV: [----] You're buying $1 of assets for [--] cents"  
[X Link](https://x.com/ElGatoPartners/status/2018265356242935999)  2026-02-02T10:08Z [---] followers, [----] engagements


"At $30 HYPE price: Current Trading: Share price: $4.50 NAV per share: $5.10 Discount: 12.0% Enterprise Value: $271.5M Token value: $378M EV/NAV: [----] This is a public company trading below its treasury value and its holding the (right now) hottest token in crypto"  
[X Link](https://x.com/ElGatoPartners/status/2018265358629556411)  2026-02-02T10:08Z [---] followers, [---] engagements


"@midascabal I like $BOF here. 40m market cap Rev should double again this year with major partnerships locked in alr. Path to EBITDA profitability clear Revenue growth triggers violent operational leverage Good risk/reward"  
[X Link](https://x.com/ElGatoPartners/status/2018643499059732491)  2026-02-03T11:11Z [---] followers, [----] engagements


"@aleabitoreddit You should look into HYPE and $PURR - strongest horse in Crypto and will likely lead in a relief bounce https://x.com/ElGatoPartners/status/2018265352472232019s=20 My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents on the dollar - $HYPE as decoupled a bit to BTC and finally starts to trade on its own fundamentals - it is cheap - it is scarce and it is deflationary - https://t.co/U1uKmusVun https://x.com/ElGatoPartners/status/2018265352472232019s=20 My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents on the dollar - $HYPE as decoupled a bit to BTC"  
[X Link](https://x.com/ElGatoPartners/status/2018758132936368136)  2026-02-03T18:47Z [---] followers, [---] engagements


"@AndreasSteno Andreas - if you want crypto equity exposure - $purr is the only horse that is still riding fast - and will accelerate with a BTC relief bounce My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents on the dollar - $HYPE as decoupled a bit to BTC and finally starts to trade on its own fundamentals - it is cheap - it is scarce and it is deflationary - https://t.co/U1uKmusVun My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents on the dollar - $HYPE as decoupled a bit to BTC and finally starts to trade on its own fundamentals - it is cheap - it is scarce"  
[X Link](https://x.com/ElGatoPartners/status/2018979882542182832)  2026-02-04T09:28Z [---] followers, [---] engagements


"Another day - same story - relative strength from $PURR and $HYPE is remarkable. $COIN $MSTR $CRCL $BTC + all altcoins are blood-red on the day. $PURR and $HYPE back to green - They are the biggest beneficiary of a crypto rebound $COIN $MSTR $CRCL $BTC + all altcoins are blood-red on the day. $PURR and $HYPE back to green - They are the biggest beneficiary of a crypto rebound"  
[X Link](https://x.com/ElGatoPartners/status/2019154926681862521)  2026-02-04T21:03Z [---] followers, [---] engagements


"@gumsays That is why I allocate my crypto exposure to $PURR - https://x.com/ElGatoPartners/status/2018265352472232019 My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents on the dollar - $HYPE as decoupled a bit to BTC and finally starts to trade on its own fundamentals - it is cheap - it is scarce and it is deflationary - https://t.co/U1uKmusVun https://x.com/ElGatoPartners/status/2018265352472232019 My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents on the dollar - $HYPE as decoupled a bit to BTC and finally starts to trade on its own fundamentals - it is cheap -"  
[X Link](https://x.com/ElGatoPartners/status/2019368157291638927)  2026-02-05T11:11Z [---] followers, [---] engagements


"Interesting - Helium is a space commodity $RKLB $PLSR"  
[X Link](https://x.com/ElGatoPartners/status/2019461247406600379)  2026-02-05T17:20Z [---] followers, [---] engagements


"$PURR continues with good execution - - Bought the $HYPE dip - decreasing MNAV (17.5m Hype tokens) - Will launch website where Investors can follow adj. mnav Business continues for the leading public vehicle for capital efficient HYPE exposure https://hypestrat.xyz/ My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents on the dollar - $HYPE as decoupled a bit to BTC and finally starts to trade on its own fundamentals - it is cheap - it is scarce and it is deflationary - https://t.co/U1uKmusVun https://hypestrat.xyz/ My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents"  
[X Link](https://x.com/ElGatoPartners/status/2021568808264376820)  2026-02-11T12:55Z [---] followers, [---] engagements


"@cyberprince_rwo $purr for a DAT that doesnt top blast charts and manages low mnav well. Coinshares $CS for SPAC arbitrage https://x.com/elgatopartners/status/2014309766332309579s=46 My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents on the dollar - $HYPE as decoupled a bit to BTC and finally starts to trade on its own fundamentals - it is cheap - it is scarce and it is deflationary - https://t.co/U1uKmusVun https://x.com/elgatopartners/status/2014309766332309579s=46 My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents on the dollar - $HYPE as decoupled a bit to"  
[X Link](https://x.com/ElGatoPartners/status/2022177964335813035)  2026-02-13T05:16Z [---] followers, [---] engagements


"If we get $BNB season - there is afaik only two BNB treasuries $BNC at $450mcap and $bnbx (former $apdn) at $6mcap. Feels like interesting r/r given how speculative these small treasuries can be"  
[X Link](https://x.com/Liqu1dityL0rd/status/1975605388452991063)  2025-10-07T16:53Z [--] followers, [--] engagements


"Great news. There is no pre/post market trading for $plsr $psrhf but you can follow the trading from London pre Canada open here - Be aware of low liquidity and trading volumes https://www.londonstockexchange.com/stock/PLSR/pulsar-helium-inc/company-page #PLSR RNS: Pulsar Helium Commences 2D Seismic Program @ Topaz Helium Project 🔹 5x seismic lines spanning [----] miles (66.8 km) will help map the subsurface structure of Topaz contribute to ongoing resource assessment & further drilling. 👉 https://t.co/7n1vmoW2gp $PLSR $PSRHF https://t.co/3lQtbPpGOw"  
[X Link](https://x.com/ElGatoPartners/status/2013886424198570200)  2026-01-21T08:08Z [---] followers, [---] engagements


"Former athlete turned finance guy. MSc in Finance. Spent years on the institutional side before realizing the best opportunities aren't in a Bloomberg terminal at a bank. Now I trade full-time manage capital for a select few and hunt asymmetric setups the market ignores"  
[X Link](https://x.com/ElGatoPartners/status/2012271576121479252)  2026-01-16T21:11Z [--] followers, [--] engagements


"What I'll post here: - Real-time market observations - Trades and the thinking behind them - Macro and sector breakdowns - Occasional deep dives on mispriced opportunities No noise. No hype. Just patient capital looking for asymmetric returns. Welcome to El Gato Capital"  
[X Link](https://x.com/ElGatoPartners/status/2012271577937625217)  2026-01-16T21:11Z [--] followers, [--] engagements


"TLDR: $PELI - a SPAC merging with a company that holds up to 70% of the Jameson Land Basin in Greenland. [--] million acres. One of the largest undrilled hydrocarbon basins in the world. Trading at NAV. Drilling starts this summer. Trump wants to buy Greenland. Connect the dots. 👇"  
[X Link](https://x.com/ElGatoPartners/status/2012275149102301319)  2026-01-16T21:25Z [--] followers, [---] engagements


"The deal: Pelican Acquisition Corp $PELI is merging with Greenland Exploration & March GL to form Greenland Energy Company ($GLND). $215M implied valuation. Expected to close now in Q1. This gives you up to 70% ownership in 2+ million acres of the Jameson Land"  
[X Link](https://x.com/ElGatoPartners/status/2012275150842974380)  2026-01-16T21:25Z [--] followers, [---] engagements


"Why Jameson Land Basin matters: One of the world's largest undrilled hydrocarbon basins ARCO spent $275M+ (today's dollars) exploring it decades ago [----] km of 2D seismic data already acquired Grandfathered exploration licenses despite Greenland's [----] drilling moratorium"  
[X Link](https://x.com/ElGatoPartners/status/2012275152579395620)  2026-01-16T21:25Z [--] followers, [---] engagements


"Now here's where it gets interesting: Trump. He's offered to buy Greenland. Threatened military action. Sent Rubio to negotiate. Why Rare earth minerals oil gas and Arctic security against China & Russia. Greenland is suddenly the most strategic real estate on the planet"  
[X Link](https://x.com/ElGatoPartners/status/2012275155880255839)  2026-01-16T21:25Z [--] followers, [--] engagements


"Whether Trump buys Greenland or not doesn't matter for this thesis What matters: Greenland is now in the spotlight US wants energy independence Arctic resources are a national security priority American capital is flowing into Greenland $PELI is the only pure-play vehicle afaik"  
[X Link](https://x.com/ElGatoPartners/status/2012275157625164049)  2026-01-16T21:25Z [--] followers, [---] engagements


"The setup: Trading near SPAC floor ($10.30) Downside protected by trust value Upside = early-stage exposure to a potentially massive energy basin Geopolitical tailwind from Trump's Greenland push Asymmetric risk/reward"  
[X Link](https://x.com/ElGatoPartners/status/2012275159432876307)  2026-01-16T21:25Z [--] followers, [--] engagements


"Risks to consider: Exploration risk - wells could come up dry Merger could be delayed (government shutdown) Greenland politics are unpredictable Although with the stock trading so close to $10 the downside should be limited"  
[X Link](https://x.com/ElGatoPartners/status/2012275161181941882)  2026-01-16T21:25Z [--] followers, [--] engagements


"The bottom line: $PELI gives you exposure to one of the last untapped energy frontiers on Earth - right as the US President is calling Greenland a national security priority. Trading near NAV. Merger closing soon. Drilling next summer"  
[X Link](https://x.com/ElGatoPartners/status/2012275163954282537)  2026-01-16T21:26Z [--] followers, [---] engagements


"Disclaimer: This is not financial advice. I may hold a position in $PELI. Do your own research. If you found this valuable follow @ElGatoPartners for more asymmetric ideas"  
[X Link](https://x.com/ElGatoPartners/status/2012275165787255123)  2026-01-16T21:26Z [--] followers, [---] engagements


"@LayahHeilpern probably not - but $PELI $GLND maybe is https://x.com/ElGatoPartners/status/2012275147395191035 Everyone's talking about Trump and Greenland. But almost no one knows there's a SPAC about to give you direct exposure to Greenland's energy potential. $PELI here's the asymmetric setup 🧵 https://x.com/ElGatoPartners/status/2012275147395191035 Everyone's talking about Trump and Greenland. But almost no one knows there's a SPAC about to give you direct exposure to Greenland's energy potential. $PELI here's the asymmetric setup 🧵"  
[X Link](https://x.com/ElGatoPartners/status/2012276583101247637)  2026-01-16T21:31Z [--] followers, [---] engagements


"NASA is funding missions to mine helium-3 from the Moon. Meanwhile - there's a company that just discovered higher helium-3 concentrations in Minnesota than exist on the lunar surface. They also hold the only helium license in Greenland () $PLSR @pulsarhelium 🧵 Everyone's talking about Trump and Greenland. But almost no one knows there's a SPAC about to give you direct exposure to Greenland's energy potential. $PELI here's the asymmetric setup 🧵 Everyone's talking about Trump and Greenland. But almost no one knows there's a SPAC about to give you direct exposure to Greenland's energy"  
[X Link](https://x.com/ElGatoPartners/status/2013571811942822187)  2026-01-20T11:18Z [--] followers, [----] engagements


"Here's the kicker. NASA is funding lunar helium-3 extraction. The Moon's surface averages around [--] parts per billion. Pulsar's Topaz discovery Up to [----] ppb. They found Moon-grade helium-3 in Minnesota. No rocket required"  
[X Link](https://x.com/ElGatoPartners/status/2013571820998246473)  2026-01-20T11:18Z [--] followers, [---] engagements


"What's helium-3 used for Neutron detection - critical for nuclear security at borders and ports Quantum computing - cools processors to near absolute zero Fusion energy - the cleanest fuel source theoretically possible Defense. Tech. Space. All current hype sectors"  
[X Link](https://x.com/ElGatoPartners/status/2013571822747287631)  2026-01-20T11:18Z [--] followers, [--] engagements


"Risks are real: - No commercial helium-3 separation technology exists yet - Exploration is binary - They need to prove up reserves and build production - Small cap liquidity - probably going to see good amount of dilution This isn't safe. It's a bet on a world-class discovery"  
[X Link](https://x.com/ElGatoPartners/status/2013571833199485219)  2026-01-20T11:18Z [--] followers, [---] engagements


"Bottom line: $PLSR discovered helium-3 at concentrations rivaling the Moon. Verified by three government and academic labs. They hold the only helium license in Greenland. And the US government is actively looking for domestic critical mineral sources"  
[X Link](https://x.com/ElGatoPartners/status/2013571834956960234)  2026-01-20T11:18Z [--] followers, [---] engagements


"Not financial advice. I may hold a position. If this was useful - follow along for more ideas. @ElGatoPartners"  
[X Link](https://x.com/ElGatoPartners/status/2013571836634681814)  2026-01-20T11:18Z [--] followers, [--] engagements


"$11 broken. Market are starting to realize that you get an Greenland play - in this volatile environment - for close to SPAC NAV. Limited downside - interesting upside $PELI $PELI getting some recognition and trading strong on decent volume. $PELI getting some recognition and trading strong on decent volume"  
[X Link](https://x.com/ElGatoPartners/status/2013639612283932737)  2026-01-20T15:47Z [--] followers, [---] engagements


"@pennycheck @pulsarhelium That is how I found it - as I was initially looking for Greenland exposure plays amidst current macro situation"  
[X Link](https://x.com/ElGatoPartners/status/2013687859924943330)  2026-01-20T18:59Z [--] followers, [---] engagements


"AI that predicts cancer biomarkers from tissue samples too small for traditional testing. AI x biotech hasn't seen the same hype as other AI plays - yet. I think that's coming. $TEM is outside my circle - need more DD. But the direction here is worth paying attention to"  
[X Link](https://x.com/ElGatoPartners/status/2013976337174679643)  2026-01-21T14:05Z [--] followers, [---] engagements


"Valuation Forward P/E: 9.7x Gross margin: 90% Average analyst price target: $17 Stock trades around $12. That's a 40%+ discount to consensus. Massive geopolitical discount baked in. [--] analysts cover it. All say Strong Buy"  
[X Link](https://x.com/ElGatoPartners/status/2014078121771741284)  2026-01-21T20:50Z [--] followers, [--] engagements


"But this isn't just a telecom. CEO Komarov is transforming Kyivstar into a digital holding company. Digital services now 12% of revenue - up from nothing. Digital revenue grew 531% YoY. They bought Uklon - Ukraine's ride-hailing app - for $155M"  
[X Link](https://x.com/ElGatoPartners/status/2014078126955917408)  2026-01-21T20:50Z [--] followers, [--] engagements


"They're building Ukraine's first national AI model in partnership with the Ministry of Digital Transformation. Using Google's Gemma as the base. This is infrastructure for a post-war digital economy"  
[X Link](https://x.com/ElGatoPartners/status/2014078131208892617)  2026-01-21T20:50Z [--] followers, [--] engagements


"The Starlink play. Kyivstar launched Starlink Direct to Cell in November. First in Europe. 300000+ users registered in [--] hours. Over [--] million now. Connectivity when towers go down. Critical in a country where Russia targets infrastructure. https://investors.kyivstar.ua/news-releases/news-release-details/kyivstar-reaches-3-million-customers-starlink-direct-cell-and https://investors.kyivstar.ua/news-releases/news-release-details/kyivstar-reaches-3-million-customers-starlink-direct-cell-and"  
[X Link](https://x.com/ElGatoPartners/status/2014078134941892962)  2026-01-21T20:50Z [--] followers, [--] engagements


"Why peace changes everything. $524 billion in reconstruction needs over the next decade. The EU has committed 50B through the Ukraine Facility. US offering 15-year security guarantees. Marshall Plan [---] is being drafted in real-time"  
[X Link](https://x.com/ElGatoPartners/status/2014078140608307612)  2026-01-21T20:50Z [--] followers, [--] engagements


"Post-war Ukraine needs: - Rebuilt telecom infrastructure - Digital services for returning refugees - Enterprise connectivity for reconstruction - Payment systems - Ride-hailing for logistics Kyivstar touches all of it"  
[X Link](https://x.com/ElGatoPartners/status/2014078144899137547)  2026-01-21T20:50Z [--] followers, [--] engagements


"The parent company - VEON - has committed $1 billion in Ukraine investment through [----]. Network modernization. Energy resilience. Data centers. They're not waiting for peace. They're building now"  
[X Link](https://x.com/ElGatoPartners/status/2014078148866986029)  2026-01-21T20:50Z [--] followers, [--] engagements


"Recent catalysts: - Launched 5G pilot in Lviv (Jan 2026) - Acquiring solar power company for energy independence - Mastercard partnership signed - 3M+ Starlink Direct to Cell customers"  
[X Link](https://x.com/ElGatoPartners/status/2014078152033677334)  2026-01-21T20:50Z [--] followers, [--] engagements


"But asymmetry matters. If peace comes: - Reconstruction capital flows in - Refugees return - GDP rebounds - Multiple re-rates"  
[X Link](https://x.com/ElGatoPartners/status/2014078158161453199)  2026-01-21T20:50Z [--] followers, [--] engagements


"The arbitrage math: Current CoinShares price: [---] SEK Conversion ratio: [----] shares in Odysseus Holdings per CS share At $10 SPAC price = [-----] SEK per share = 52% premium At $14 Odysseus = [---] SEK = 112% premium At $20 Odysseus = [---] SEK = 203% premium"  
[X Link](https://x.com/ElGatoPartners/status/2014309787060576461)  2026-01-22T12:10Z [--] followers, [--] engagements


"The Bitcoin kicker: One more thing. The $1.2B valuation was based on [----] EBITDA. In [----] - Bitcoin averaged $65964. Today Bitcoin trades around $100k+. AUM-based fees scale with crypto prices. The EBITDA they're being valued on is already stale"  
[X Link](https://x.com/ElGatoPartners/status/2014309789891789101)  2026-01-22T12:10Z [--] followers, [--] engagements


"@BioMindBeliever The cat agrees https://x.com/ElGatoPartners/status/2013571811942822187 NASA is funding missions to mine helium-3 from the Moon. Meanwhile - there's a company that just discovered higher helium-3 concentrations in Minnesota than exist on the lunar surface. They also hold the only helium license in Greenland () $PLSR @pulsarhelium 🧵 https://x.com/ElGatoPartners/status/2013571811942822187 NASA is funding missions to mine helium-3 from the Moon. Meanwhile - there's a company that just discovered higher helium-3 concentrations in Minnesota than exist on the lunar surface. They"  
[X Link](https://x.com/ElGatoPartners/status/2014636234627272784)  2026-01-23T09:48Z [--] followers, [--] engagements


"@OptimusAAIG great read - want more exposure to that sector but not my expertise area. What is your top-pick for [----] to read up on I've seen a lot of talk about $aspi on TL"  
[X Link](https://x.com/ElGatoPartners/status/2014739503529726276)  2026-01-23T16:38Z [--] followers, [---] engagements


"Current leadership opposing the support from the activist is speaking volumes about their incompetence and how non shareholder friendly they are. Massive value could be unlocked if we see a change in the mgmt/board $migi @Metal_Boar_ has highlighted one of several things that we are looking at for $MIGI. The valuation gap is massive but it is not without reason. To correct this deficit several items need to be worked on as follows. [--]. Industry leadership at the Board level. [--]. Industry expert @Metal_Boar_ has highlighted one of several things that we are looking at for $MIGI. The valuation"  
[X Link](https://x.com/ElGatoPartners/status/2015431137363972206)  2026-01-25T14:26Z [--] followers, [---] engagements


"Greenland framework deal done at Davos today. Ukraine peace talks 90% agreed. Security guarantees finalized. Washington negotiations coming in January. Looking for asymmetric exposure to Ukrainian peace There's only one pure-play on NASDAQ: $KYIV 🚨 TRUMP SAYS IT LOOKS LIKE WE HAVE CONCEPT OF DEAL 🚨 TRUMP SAYS IT LOOKS LIKE WE HAVE CONCEPT OF DEAL"  
[X Link](https://x.com/ElGatoPartners/status/2014078107834048940)  2026-01-21T20:50Z [--] followers, [---] engagements


"What is Kyivstar Ukraine's dominant telecom operator. 47% market share. [----] million mobile subscribers. [---] million fixed broadband customers. First and only pure-play Ukrainian company listed on NASDAQ. IPO'd in August [----] through a SPAC"  
[X Link](https://x.com/ElGatoPartners/status/2014078112321974452)  2026-01-21T20:50Z [---] followers, [---] engagements


"The numbers are absurd for a company operating in an active warzone. Q3 2025: Revenue: $297M (+21% YoY) EBITDA margin: 57.6% Cash position: $472M LTM free cash flow: $373M Fortress balance sheet. Growing top line. During a war"  
[X Link](https://x.com/ElGatoPartners/status/2014078116755312922)  2026-01-21T20:50Z [---] followers, [--] engagements


"The setup: - Binary catalyst (peace or no peace) - Massive discount to intrinsic value - Strong balance sheet to survive downside - Optionality on Ukraine's recovery This is what asymmetric investing looks like"  
[X Link](https://x.com/ElGatoPartners/status/2014078161458257942)  2026-01-21T20:50Z [--] followers, [--] engagements


"$KYIV is not just a telecom stock. It's a call option on Ukrainian peace and reconstruction"  
[X Link](https://x.com/ElGatoPartners/status/2014078164838809652)  2026-01-21T20:50Z [--] followers, [---] engagements


"Disclaimer: This is not financial advice. $KYIV carries significant geopolitical risk. Do your own due diligence. Position sizing matters"  
[X Link](https://x.com/ElGatoPartners/status/2014078167921627356)  2026-01-21T20:50Z [--] followers, [---] engagements


"@richtrades100 Interesting setup w $kyiv https://x.com/ElGatoPartners/status/2014078107834048940 Greenland framework deal done at Davos today. Ukraine peace talks 90% agreed. Security guarantees finalized. Washington negotiations coming in January. Looking for asymmetric exposure to Ukrainian peace There's only one pure-play on NASDAQ: $KYIV https://x.com/ElGatoPartners/status/2014078107834048940 Greenland framework deal done at Davos today. Ukraine peace talks 90% agreed. Security guarantees finalized. Washington negotiations coming in January. Looking for asymmetric exposure to Ukrainian"  
[X Link](https://x.com/ElGatoPartners/status/2014082327178072194)  2026-01-21T21:07Z [--] followers, [---] engagements


"What is CoinShares - #4 largest crypto ETP manager globally - #1 in Europe with 32% market share - $10 billion AUM - tripled in [--] years - [--] products across [--] platforms - Founded [----] - survived every cycle It's the institutional gateway to crypto in Europe"  
[X Link](https://x.com/ElGatoPartners/status/2014309774238638278)  2026-01-22T12:10Z [---] followers, [---] engagements


"The business model is a cash machine: - 70% adjusted EBITDA margin - Recurring fee-based revenue - $411M net asset position - Profitable through bear markets When crypto goes up - AUM grows. When AUM grows - fees compound. It's leveraged beta to crypto with real earnings"  
[X Link](https://x.com/ElGatoPartners/status/2014309777556304356)  2026-01-22T12:10Z [---] followers, [---] engagements


"One last point: U.S. SPAC $VCIC is currently trading at an 8% premium while CoinShares is trading at a discount. As always NFA - but this is an interesting setup to follow as we get closer to deal completion"  
[X Link](https://x.com/ElGatoPartners/status/2014309800130105569)  2026-01-22T12:10Z [---] followers, [---] engagements


"To add to this which is very important to the thesis specially if we get back crypto sentiment is that the free float post deal is very very low as $CS insiders own a huge chunk of shares. 62% post merger float is in insider hands and the tradable float would be 38%. Europe's largest crypto asset manager is about to list on Nasdaq US. The deal was stalled. Today - the court date was set. Here's why this might be the most asymmetric opportunity in crypto right now. 🧵@CoinSharesCo $CS https://t.co/V96ET4hnku Europe's largest crypto asset manager is about to list on Nasdaq US. The deal was"  
[X Link](https://x.com/ElGatoPartners/status/2014324397687927197)  2026-01-22T13:08Z [---] followers, [--] engagements


"@CitronResearch If you like the topics at Davos - let me present you the best assymetric r/r in the market right now $PELI. https://x.com/ElGatoPartners/status/2012275147395191035 Everyone's talking about Trump and Greenland. But almost no one knows there's a SPAC about to give you direct exposure to Greenland's energy potential. $PELI here's the asymmetric setup 🧵 https://x.com/ElGatoPartners/status/2012275147395191035 Everyone's talking about Trump and Greenland. But almost no one knows there's a SPAC about to give you direct exposure to Greenland's energy potential. $PELI here's the"  
[X Link](https://x.com/ElGatoPartners/status/2014764322476417452)  2026-01-23T18:17Z [---] followers, [---] engagements


"$PLSR heating up after two days of red after the huge run-up beginning of the week. One of the most interesting speculative plays in [----] with their Helium-3 discovery. NASA is funding missions to mine helium-3 from the Moon. Meanwhile - there's a company that just discovered higher helium-3 concentrations in Minnesota than exist on the lunar surface. They also hold the only helium license in Greenland () $PLSR @pulsarhelium 🧵 NASA is funding missions to mine helium-3 from the Moon. Meanwhile - there's a company that just discovered higher helium-3 concentrations in Minnesota than exist on"  
[X Link](https://x.com/ElGatoPartners/status/2014770414820511760)  2026-01-23T18:41Z [--] followers, [---] engagements


"Activist Endeavor Blockchain added [-----] more $MIGI shares yesterday - now owns [-------] shares (46.8% of company) Nearly controlling stake. Proxy fight launched. No poison pill. Board change coming - with it repricing shall come. https://app.quotemedia.com/data/downloadFilingwebmasterId=90423&ref=319724607&type=HTML&symbol=MIGI&cdn=36af812c051797f2de6ac0d20cdf0778&companyName=Mawson+Infrastructure+Group+Inc.&formType=SCHEDULE+13D%2FA&formDescription=%5BAmend%5D+General+statement+of+acquisition+of+beneficial+ownership&dateFiled=2026-01-26 Activist investor in $migi - speculative value should"  
[X Link](https://x.com/ElGatoPartners/status/2016088622437433474)  2026-01-27T09:59Z [--] followers, [----] engagements


"Adding to the $PURR thesis - they're sitting on warrants that would flood the treasury if they move in-the-money. One of the cleanest balance sheets in the DAT space. One of the most interesting $HYPE treasury plays I'm tracking. Longer deep-dive coming soon. We are not even at a significant premium to NAV in $PURR yet If Hyperliquid breaks its correlation with Bitcoin because tradfi volume outpaces crypto volume the premium could increase considerably due to the unique nature of uncorrelated returns We are seeing everything https://t.co/RptssWZs6G We are not even at a significant premium to"  
[X Link](https://x.com/ElGatoPartners/status/2016448070121029833)  2026-01-28T09:47Z [--] followers, [---] engagements


"$VEON $KYIV one of the few pure Ukraine plays reports unaudited numbers higher than guidance. No position but def. something to monitor as the conflict resolves"  
[X Link](https://x.com/ElGatoPartners/status/2016502279776375195)  2026-01-28T13:23Z [--] followers, [----] engagements


"@TrentBlair19 Yes. H2'26 could be very explosive on the revenue side. Would not be surprised to see 14-18m in H2"  
[X Link](https://x.com/ElGatoPartners/status/2016646211357323652)  2026-01-28T22:54Z [--] followers, [---] engagements


"@ACapitalLP Yes took a position yesterday at the big -8% dip. It is an easy narrative play that could easily trade at a premium to peers as the "Ukraine" narrative starts. $kyiv"  
[X Link](https://x.com/ElGatoPartners/status/2016829968634806727)  2026-01-29T11:05Z [--] followers, [---] engagements


"@0xYoussef_ Isn't most of the warrants also hugely OOM - which also will bring in a lot of CASH - that is not reflect in the FD NAV right now"  
[X Link](https://x.com/ElGatoPartners/status/2016843221544943867)  2026-01-29T11:57Z [--] followers, [---] engagements


"@GrumpierBTDay To add to this - Costco are operating on a regional structure - every region operates as an own business so even though some region would stop ordering - it has no direct impact on how the other Costco regions operate"  
[X Link](https://x.com/ElGatoPartners/status/2016845256256262174)  2026-01-29T12:05Z [--] followers, [--] engagements


"@GrumpierBTDay That is also why Costco still is a big growth opportunity as $bof only have tapped a few regions and can easily grow a lot just within this customer"  
[X Link](https://x.com/ElGatoPartners/status/2016845466114129998)  2026-01-29T12:06Z [--] followers, [--] engagements


"@aleabitoreddit You should look into the Robinhood of onchain trading $hype. $purr is the best r/r rn - expect to see $hype at triple digits if btc reclaim strengths - ETF incoming and will send mnav to significant premium. Adding to the $PURR thesis - they're sitting on warrants that would flood the treasury if they move in-the-money. One of the cleanest balance sheets in the DAT space. One of the most interesting $HYPE treasury plays I'm tracking. Longer deep-dive coming soon. https://t.co/4QTG7ZvVFa Adding to the $PURR thesis - they're sitting on warrants that would flood the treasury if"  
[X Link](https://x.com/ElGatoPartners/status/2017291590369165545)  2026-01-30T17:39Z [--] followers, [---] engagements


"@origoinvest very interesting breakdown"  
[X Link](https://x.com/ElGatoPartners/status/2018057333713088912)  2026-02-01T20:22Z [--] followers, [---] engagements


"Most DATs are having investor warrants that are deep ITM and will dilute the shareholders - not $PURR - all of the warrants are currently HEAVY OOTM and will only be exercised if the share price increases several [---] % - bringing in a lot of cash"  
[X Link](https://x.com/ElGatoPartners/status/2018265361544556920)  2026-02-02T10:08Z [--] followers, [---] engagements


"Back to $HYPE Hyperliquid just unlocked something massive. HIP-3 enables permissionless perp markets. Recent 24hr volumes: Silver: $1.2B+ daily volume Gold: Hundreds of millions Total commodities OI: $790M This isn't crypto-only anymore"  
[X Link](https://x.com/ElGatoPartners/status/2018265363998183568)  2026-02-02T10:08Z [--] followers, [---] engagements


"THE BUYBACK PRESSURE - This is where it gets interesting. Hyperliquid's Assistance Fund: 99% of protocol fees flow in Automatically buys $HYPE Some burned immediately (471K burned to date) Creates perpetual buy pressure"  
[X Link](https://x.com/ElGatoPartners/status/2018265366028284005)  2026-02-02T10:08Z [--] followers, [---] engagements


"THE STAKING YIELD - $PURR isn't passively holding. All 12M HYPE fully staked: Projected yield: $9.9M annually Paid in additional HYPE tokens Compounds the position"  
[X Link](https://x.com/ElGatoPartners/status/2018265368159039653)  2026-02-02T10:08Z [--] followers, [---] engagements


"I am obv. very bullish on $HYPE and do not think it is ranked at #14 when we summarize this year - I think an ETF is imminent and the best way to front-run a masive bid is to buy $HYPE cents on the dollar through $PURR"  
[X Link](https://x.com/ElGatoPartners/status/2018265370109321308)  2026-02-02T10:08Z [--] followers, [---] engagements


"In contrast to other Dat's they have been defending their shareprice. December last year - $30M authorized buyback 12-month program Focus: "increase per-share exposure to HYPE" They're buying PURR below NAV. Using cash to shrink float. Making remaining shares worth more HYPE"  
[X Link](https://x.com/ElGatoPartners/status/2018265372206510170)  2026-02-02T10:08Z [--] followers, [---] engagements


"If crypto finds a bid: $HYPE leads: - Highest organic revenue in DeFi - Real PMF with $1B+ daily volumes - Commodity products bringing TradFi users - No VC overhang to dump - Buyback pressure accelerates with volume"  
[X Link](https://x.com/ElGatoPartners/status/2018265374542778435)  2026-02-02T10:08Z [--] followers, [---] engagements


"$PURR gets you: - 28% discount to current assets (0.72 mNAV) - Leverage to HYPE with downside protection - Professional accumulation strategy with a mgmt that protects shareprice"  
[X Link](https://x.com/ElGatoPartners/status/2018265376790925506)  2026-02-02T10:08Z [--] followers, [---] engagements


"Thesis is simple - $HYPE is dominating in the bear market - real revenue real buybacks. $PURR gives you discounted exposure with fortress balance sheet and aligned mgmt. When BTC recovers I think HYPE will lead the way - and shares will no longer be trading at discount"  
[X Link](https://x.com/ElGatoPartners/status/2018265378950987952)  2026-02-02T10:08Z [--] followers, [---] engagements


"@ccurious7 @WClementeIII $PURR for discounted exposure which could easily trade at a premium https://x.com/ElGatoPartners/status/2018265352472232019 My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents on the dollar - $HYPE as decoupled a bit to BTC and finally starts to trade on its own fundamentals - it is cheap - it is scarce and it is deflationary - https://t.co/U1uKmusVun https://x.com/ElGatoPartners/status/2018265352472232019 My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents on the dollar - $HYPE as decoupled a bit to BTC and finally starts to trade on its"  
[X Link](https://x.com/ElGatoPartners/status/2018265786159124816)  2026-02-02T10:10Z [--] followers, [--] engagements


"@alwol311 @Balsikafi Where did you find information regarding earnings call in march"  
[X Link](https://x.com/ElGatoPartners/status/2018282355836744116)  2026-02-02T11:16Z [--] followers, [--] engagements


"Minor bounce in $BTC and we see strong bid in $HYPE and $PURR - expect this pattern to continue for the foreseeable future. Also if you own $HYPD due to low mcap you should check out $PURR as the balance sheet is 10x cleaner and does not come with surprise dilution. My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents on the dollar - $HYPE as decoupled a bit to BTC and finally starts to trade on its own fundamentals - it is cheap - it is scarce and it is deflationary - https://t.co/U1uKmusVun My $PURR and $HYPE thesis 🧵 Buy the hottest project for [--] cents on the dollar - $HYPE"  
[X Link](https://x.com/ElGatoPartners/status/2018350778683937174)  2026-02-02T15:48Z [--] followers, [---] engagements


"@0xcyberbro BTC can go further down if equities get a large correction - however - I do not think it will go much more down than [----] ATH. If we get some relief in the market with BTC bouncing - HYPE should be one of the strongest alts"  
[X Link](https://x.com/ElGatoPartners/status/2018353560128233653)  2026-02-02T15:59Z [--] followers, [--] engagements


"@michaeljburry Hyperliquid"  
[X Link](https://x.com/ElGatoPartners/status/2018434160986038599)  2026-02-02T21:19Z [--] followers, [--] engagements


"@DeepInference Ticker"  
[X Link](https://x.com/ElGatoPartners/status/2018434401038741993)  2026-02-02T21:20Z [--] followers, 23.4K engagements


"@CathieDWood Hyperliquid"  
[X Link](https://x.com/ElGatoPartners/status/2018434580588503395)  2026-02-02T21:21Z [--] followers, [--] engagements


"@fundstrat Hyperliquid"  
[X Link](https://x.com/ElGatoPartners/status/2018436160889016350)  2026-02-02T21:27Z [--] followers, [--] engagements


"$COIN $MSTR $CRCL $BTC + all altcoins are blood-red on the day. $PURR and $HYPE back to green - They are the biggest beneficiary of a crypto rebound Minor bounce in $BTC and we see strong bid in $HYPE and $PURR - expect this pattern to continue for the foreseeable future. Also if you own $HYPD due to low mcap you should check out $PURR as the balance sheet is 10x cleaner and does not come with surprise dilution. https://t.co/1suwNx4frY Minor bounce in $BTC and we see strong bid in $HYPE and $PURR - expect this pattern to continue for the foreseeable future. Also if you own $HYPD due to low"  
[X Link](https://x.com/ElGatoPartners/status/2018767897586278698)  2026-02-03T19:25Z [--] followers, [---] engagements

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