# ![@Franchise9494 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::851129353.png) @Franchise9494 Franchise

Franchise posts on X about $glxy, bitcoin, $brphf, nasdaq the most. They currently have [-----] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::851129353/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::851129353/c:line/m:interactions.svg)

- [--] Week [------] -61%
- [--] Month [-------] +139%
- [--] Months [-------] +277%
- [--] Year [---------] +276%

### Mentions: [--] [#](/creator/twitter::851129353/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::851129353/c:line/m:posts_active.svg)

- [--] Week [--] -6.40%
- [--] Month [---] +186%
- [--] Months [---] +76%
- [--] Year [---] +119%

### Followers: [-----] [#](/creator/twitter::851129353/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::851129353/c:line/m:followers.svg)

- [--] Week [-----] +0.73%
- [--] Month [-----] +1.20%
- [--] Months [-----] +16%
- [--] Year [-----] +85%

### CreatorRank: [---------] [#](/creator/twitter::851129353/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::851129353/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [exchanges](/list/exchanges)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [celebrities](/list/celebrities) 

**Social topic influence**
[$glxy](/topic/$glxy) #12, [bitcoin](/topic/bitcoin), [$brphf](/topic/$brphf), [nasdaq](/topic/nasdaq), [helios](/topic/helios), [cow](/topic/cow), [chainlink](/topic/chainlink), [stocks](/topic/stocks), [balance sheet](/topic/balance-sheet), [market cap](/topic/market-cap)

**Top accounts mentioned or mentioned by**
[@novogratz](/creator/undefined) [@intangiblecoins](/creator/undefined) [@chelapples](/creator/undefined) [@nicolasflamelx](/creator/undefined) [@sam247](/creator/undefined) [@vinylemobile](/creator/undefined) [@galaxyhq](/creator/undefined) [@trevor69927570](/creator/undefined) [@stefanvanderlux](/creator/undefined) [@cferraro06](/creator/undefined) [@matthewsigel](/creator/undefined) [@ramahluwalia](/creator/undefined) [@hdcharting](/creator/undefined) [@austorms](/creator/undefined) [@markmcgrathcfp](/creator/undefined) [@creamycapital15](/creator/undefined) [@wizardofdigi19](/creator/undefined) [@habibismore](/creator/undefined) [@beagleboiy](/creator/undefined) [@jonathanmg27](/creator/undefined)

**Top assets mentioned**
[Galaxy Digital Inc. (GLXY)](/topic/$glxy) [Bitcoin (BTC)](/topic/bitcoin) [Chainlink (LINK)](/topic/chainlink) [Iris Energy Limited (IREN)](/topic/$iren) [Core Scientific, Inc. Common Stock (CORZ)](/topic/core-scientific) [Advanced Micro Devices (AMD)](/topic/$amd) [Morgan Stanley (MS)](/topic/morgan-stanley) [BlackRock Inc (BLK)](/topic/blackrock) [Tesla, Inc. (TSLA)](/topic/tesla) [Intel Corporation (INTC)](/topic/$intc) [Ethereum (ETH)](/topic/ethereum) [Coinbase Global Inc. (COIN)](/topic/coinbase) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Solana (SOL)](/topic/solana) [XRP (XRP)](/topic/xrp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@hdcharting @sam247 I highly doubt galaxy will buy any mining companies. They are too capital intensive to run. Always a rat race to raise funds to increase hash rate. There will however be great oppurtunity for galaxy to do BTC over colatoral loans like they did with Bitfarms.Can get a high ROR"  
[X Link](https://x.com/Franchise9494/status/1584559020501008387)  2022-10-24T14:54Z [---] followers, [--] engagements


"If I were a betting man I'd bet the house that @LisaSu low balled guidance after seeing $NVDA. $AMD should have alot of room to run into next quarter"  
[X Link](https://x.com/Franchise9494/status/1661484022307098625)  2023-05-24T21:27Z [---] followers, [---] engagements


"@GilmanHill "you don't have to make it back how you lose it." Extremely important view now sell your $INTC and see the light. You got this Jenny 😉"  
[X Link](https://x.com/Franchise9494/status/1666845332389363712)  2023-06-08T16:31Z [---] followers, [--] engagements


"I really hope $GLXY is buying back shares hand over first at this level. If they are not would like to hear the reasoning. Would also be nice to see DWS take a stake in the company to really display the partnership much like CI Financial did in the past"  
[X Link](https://x.com/Franchise9494/status/1669840370149064706)  2023-06-16T22:52Z [---] followers, [----] engagements


"@JohnReedStark Hi John. Can you explain to me why SWIFT is trialing chainlink Can you also help me understand why Deutsche Bank plans on tokenizing bonds. Can you address why BlackRock has spoken about tokenizing the stock market This is because the infrastructure makes sense and can scale"  
[X Link](https://x.com/Franchise9494/status/1670559750684131328)  2023-06-18T22:30Z [---] followers, [--] engagements


"@NicolasFlamelX @JustinB90072145 I couldn't imagine spending that long to save [--] or [--] bucks a tank. Time much like Bitcoin is a truly limited resource"  
[X Link](https://x.com/Franchise9494/status/1676630298157613064)  2023-07-05T16:33Z [---] followers, [--] engagements


"@intangiblecoins @AviFelman What's the CEO of Bitcoin think about an ETF"  
[X Link](https://x.com/Franchise9494/status/1676700724137189376)  2023-07-05T21:13Z [---] followers, [---] engagements


"@MarkMcGrathCFP @HonkHonkkkkkkk No corp to go bankrupt. No government to debase. Also the best performing asset risk adjusted on a [--] year [--] year [--] year [--] year basis"  
[X Link](https://x.com/Franchise9494/status/1677429805896065026)  2023-07-07T21:33Z [---] followers, [---] engagements


"@bitcoinbeezy @trevor69927570 If @galaxyhq would start reporting more of their mining metrics perhaps the market could more fairly value that segment of their business"  
[X Link](https://x.com/Franchise9494/status/1678816442328707072)  2023-07-11T17:20Z [---] followers, [---] engagements


"@intangiblecoins @P___2___P First I will swallow hard compose myself wipe the sweat from my brow and hammer the buy button. The best time to buy is when it makes you sick to even think about the price action"  
[X Link](https://x.com/Franchise9494/status/1679180124040708102)  2023-07-12T17:26Z [---] followers, [--] engagements


"I see alot chatter $Glxy lags crypto stocks. Market will eventually see the disconnect. While everyone was going out of business in bear market Glxy was picking up infrastructure on the cheap. Arbitrage is capitalizing on price dislocation. Still oppurtunity at these levels. Argo Blockchain to sell Helios mining facility to Galaxy Digital https://t.co/Dp9j3sn8FG Argo Blockchain to sell Helios mining facility to Galaxy Digital https://t.co/Dp9j3sn8FG"  
[X Link](https://x.com/Franchise9494/status/1679603304198729729)  2023-07-13T21:26Z [---] followers, [----] engagements


"@AK87252861 @Vinyle_mobile @_amanda_fab Here you go. [--] minute mark. (Whole thing worth listening too though) https://youtu.be/WxH7a2PZeMk https://youtu.be/WxH7a2PZeMk"  
[X Link](https://x.com/Franchise9494/status/1682078637770539010)  2023-07-20T17:22Z [---] followers, [--] engagements


"@ramahluwalia @laurashin Boy you would need a hard sell to convince me that ethereum classic has any real value"  
[X Link](https://x.com/Franchise9494/status/1682141855314501636)  2023-07-20T21:34Z [---] followers, [--] engagements


"@trevor69927570 Perhaps. But while others bought shit coins galaxy bought real tangible infrastructure"  
[X Link](https://x.com/Franchise9494/status/1687904604963389440)  2023-08-05T19:13Z [---] followers, [---] engagements


"@NetWorthRising @cryptoqueen42 @BitcoinMagazine That's like saying they can have the USD I'll take the Turkish Lira"  
[X Link](https://x.com/Franchise9494/status/1689076985736171520)  2023-08-09T00:51Z [---] followers, [---] engagements


"@WFree2021 @novogratz Do you own any of the funds like galaxy interactive or galaxy venture fund [--] or 2"  
[X Link](https://x.com/Franchise9494/status/1689378509192396801)  2023-08-09T20:49Z [---] followers, [---] engagements


"There is a difference between good partnerships and just raising money. As a VC investor Galaxy brings so much to the table applying synergies from each corner of the vastly diverse business model"  
[X Link](https://x.com/Franchise9494/status/1691451748349771778)  2023-08-15T14:08Z [---] followers, [----] engagements


"I've been caught going down a rabbit hole. I thought I would hash out some thoughts on Power grids utility companies and where BTC mining can fit: As electric car adoption grows and the infrastructure gets built out can grids meet the peak demand times that will follow (I assume overnight). If grids need to be expanded to have more peak capacity then Demand Response strategies become extremely important @_amanda_fab BTC mining seems like one of the most efficient way to monitize excess power on grid Why aren't utility companies around the world actively building out BTC mines It seems too"  
[X Link](https://x.com/Franchise9494/status/1691535638741327872)  2023-08-15T19:41Z [---] followers, [----] engagements


"@MarkMcGrathCFP I know we've discussed in the past. But this is where an overhaul of the bank end of banking needs to happen. Instant transfers and settlements on the blockchain fully auditable"  
[X Link](https://x.com/Franchise9494/status/1691602883286896865)  2023-08-16T00:08Z [---] followers, [--] engagements


"@austorms @hhornblower95 Are there any other hidden oppurtunities for BTC mining to provide a cost or utility bennifit I can think of using the heat output for heating buildings. I can see it for capturing energy that would be hard to transport (battery of economic value) What else @intangiblecoins"  
[X Link](https://x.com/Franchise9494/status/1691614525550670253)  2023-08-16T00:55Z [---] followers, [--] engagements


"They are building an investment bank . Research the following things: -Tokenization stocks bonds -Infrastructure required to replace existing TradFi inf -derivatives (will be big) -custody of assets (I think it will be big -venture cap portfolio (significantly discounted to market value see the discount rates in the MDA) -asset management (AUM drives fees some products like venture have high fees when above high water mark) People who only focus on BTC on balance sheet (and many don't even understand the difference between total and Net) are absolutely misunderstanding what this company is"  
[X Link](https://x.com/Franchise9494/status/1692262699634176243)  2023-08-17T19:50Z [---] followers, [---] engagements


"@JohnReedStark John there is a big difference between Bitcoin and monkey pictures and dog coins. You are better than this. Stop making a narrative"  
[X Link](https://x.com/Franchise9494/status/1692619247514476776)  2023-08-18T19:27Z [---] followers, [---] engagements


"@ramahluwalia Very surprised though he's got $QCOM and $INTC. Especially intel If you believe in high performance compute. Trying to operate a foundry business that isn't even on bleeding edge nodes is not a high margin business and requires a ton of capital. Long $AMD is the play here"  
[X Link](https://x.com/Franchise9494/status/1694361738790031473)  2023-08-23T14:51Z [---] followers, [---] engagements


"@ParrotCapital @khawar19884 Oh my. You understand nothing. Ignorance just showing"  
[X Link](https://x.com/Franchise9494/status/1694763174472323078)  2023-08-24T17:26Z [---] followers, [--] engagements


"@ParrotCapital @khawar19884 @trevor69927570 @sam247 @Frances_Coppola @novogratz @web3isgreat I've only got so much energy for this today so I'm going to pause here and say agree to disagree. If you are at all interested in my thinking of why I'm invested feel free to read through my posts. You'll quickly find I'm not interested in memes and shitcoins"  
[X Link](https://x.com/Franchise9494/status/1694795743171637749)  2023-08-24T19:36Z [---] followers, [---] engagements


"@DaemonES @jimcramer I somewhat agree with you however it's still trading around historically where it's valuation has always been between [--] to 60x forward pe. I would say fully valued but certainly not aggregiously over priced. $AMD looking like a steal at [--] x forward"  
[X Link](https://x.com/Franchise9494/status/1694846192696295741)  2023-08-24T22:56Z [---] followers, [----] engagements


"Keep your eyes open. This is happening more and more. Traditional financial infrastructure will be left in the dust"  
[X Link](https://x.com/Franchise9494/status/1695118340073685236)  2023-08-25T16:58Z [---] followers, [---] engagements


"@kellyjgreer Proof of "steak" is more satisfying"  
[X Link](https://x.com/Franchise9494/status/1695156943566799246)  2023-08-25T19:31Z [---] followers, [--] engagements


"@ramahluwalia Do you follow $EQIX"  
[X Link](https://x.com/Franchise9494/status/1695179595325030762)  2023-08-25T21:01Z [---] followers, [---] engagements


"Stumbled across this. Pretty cool. @PubKey_NYC @intangiblecoins I'm assuming the great minds at Pubkey are crafting a plan for a lunar expedition"  
[X Link](https://x.com/Franchise9494/status/1695427341021847751)  2023-08-26T13:25Z [---] followers, [---] engagements


"@addyshake_ @adrianho11 @AirBnBCoop @StockMKTNewz @VisualCap People are missing it on AMD. What they are missing is software but they are working on that. The Xilinx acquisition gives them so many oppurtunities in markets they traditionally never had access to as well"  
[X Link](https://x.com/Franchise9494/status/1695517674694979685)  2023-08-26T19:24Z [---] followers, [--] engagements


"@_SCIOS @rovercrc These ETFs are not going to bring in [--] trillion Into Bitcoin. I'm as bullish as anyone on BTC but you are way ahead of yourself if you think the ETF in USA drives that in a [--] or [--] year period"  
[X Link](https://x.com/Franchise9494/status/1695518130758459651)  2023-08-26T19:26Z [---] followers, [--] engagements


"@Nichtay314 Not close. Mara is like [--] to [--] exahash and Riot is 10ish on way to [--] I believe. They paid a hefty price buying rigs in [----] when ASIC prices spiked heavily. Preparing for halving it's important to keep your costs as low as possible. Core Scientific is an example. Bankrupt"  
[X Link](https://x.com/Franchise9494/status/1695954448994934933)  2023-08-28T00:20Z [---] followers, [--] engagements


"@HumzaElahi_ @scottmelker Robinhood my man not BlackRock"  
[X Link](https://x.com/Franchise9494/status/1696833473716035898)  2023-08-30T10:33Z [---] followers, [--] engagements


"Fv accounting will be important when or if it's on the Nasdaq. And I think it's prudent for all investors to continually check their thesis and evaluate if things have changed. I put more value in fundamentals than I do price action or technicals. Everyone has their own startegies and I won't claim ones better than the other. I mostly hold things long and don't try and trade around them. On that issue and non galaxy related I think we are going to see some new companies carry BTC on the balance sheet"  
[X Link](https://x.com/Franchise9494/status/1699456428778410197)  2023-09-06T16:16Z [---] followers, [--] engagements


"@Nichtay314 @stefanvanderlux @trevor69927570 @hdcharting Two things alot of that Bitcoin isn't galaxies they've borrowed it. You need to look at net digital assets. Also galaxy reports in IASB"  
[X Link](https://x.com/Franchise9494/status/1699575835315798261)  2023-09-07T00:10Z [---] followers, [--] engagements


"@SullyCNBC Sully are you following how BTC miners are helping control the Texas grid demands. Some great partnerships happening between ERCOT and Texas Miners"  
[X Link](https://x.com/Franchise9494/status/1699868865310695655)  2023-09-07T19:34Z [---] followers, [---] engagements


"@AK87252861 I'd never heard of this before. Do you have a link to any news on them buying this"  
[X Link](https://x.com/Franchise9494/status/1700655810420887990)  2023-09-09T23:41Z [---] followers, [--] engagements


"@AK87252861 Found it. I wonder if they still have these. https://venturebeat.com/business/skale-labs-raises-9-65-million-for-better-blockchain-infrastructure/utm_source=dlvr.it&utm_medium=twitter https://venturebeat.com/business/skale-labs-raises-9-65-million-for-better-blockchain-infrastructure/utm_source=dlvr.it&utm_medium=twitter"  
[X Link](https://x.com/Franchise9494/status/1700658649872347361)  2023-09-09T23:53Z [---] followers, [--] engagements


"I'd say you are in the ballpark. I worked it out assuming eth and BTC and using futures and options to hedge at somewhere between [--] and [--] million a few weeks ago when it was announced. They could also pick up another [--] or more by staking and lending depending on the time frame"  
[X Link](https://x.com/Franchise9494/status/1700852731299201373)  2023-09-10T12:44Z [---] followers, [--] engagements


"I also am assuming a management fee on top of the hedging and staking for strategic planning and sales. Would have to be looking atleast at [----] to [----] percent on that for AUM I believe. The venture assets of ftx is where it could get really interesting. Galaxy has tremendous insight on these illiquid assets"  
[X Link](https://x.com/Franchise9494/status/1700853618960703933)  2023-09-10T12:47Z [---] followers, [--] engagements


"@trevor69927570 @stefanvanderlux @Guru1294 My goal for [----] is to tactically over time slowly convert Trevor back to the raging bull he once was"  
[X Link](https://x.com/anyuser/status/1700867356497494311)  2023-09-10T13:42Z [--] followers, [--] engagements


"@trevor69927570 @stefanvanderlux I don't think he is. Deutsche Bank is fully commited to Tokenization perhaps more so than any other major financial I stitution on the world right now. Their first target is German corp bonds and European Gov. Bonds. For smart contract settlement I would not be surprised to"  
[X Link](https://x.com/Franchise9494/status/1700869374259679507)  2023-09-10T13:50Z [---] followers, [--] engagements


"@intangiblecoins @Fidelity @BlackRock RBC as well was just reading their response throught the association of global custodians"  
[X Link](https://x.com/Franchise9494/status/1701296241504669883)  2023-09-11T18:06Z [---] followers, [---] engagements


"@ramahluwalia @Permissionless @cmoyall @TyLobban @AndrewLPeel As tokenization of TradFi instruments begins how do they see their future involvement in custody of digital assets. Done in house done externally or partnering with an export for a customized solution"  
[X Link](https://x.com/Franchise9494/status/1701627869506482663)  2023-09-12T16:04Z [---] followers, [---] engagements


"Start focusing on this from this moment on. Every institution is evaluating Tokenization of TradFi instruments"  
[X Link](https://x.com/Franchise9494/status/1701685830408884732)  2023-09-12T19:54Z [---] followers, [---] engagements


"Looking for a crash course on derivitaves based on smart contracts. Can an "If This Than That" approach using an oracle for real world data input allow a derivitive or structured product to change its underlying basket based on real world data Examples like a Change of overnight bank rates or perhaps trailing [--] days average rainfall Things like this which would then shift the strategy of the structured product on the fly @kellyjgreer @intangiblecoins @cferraro06 perhaps someone from galaxys trade desk can walk me through this"  
[X Link](https://x.com/Franchise9494/status/1701748246958297598)  2023-09-13T00:02Z [---] followers, [--] engagements


"@stefanvanderlux @JanWues Hmm disappointing to see for sure. I see Deutsche had led the series b in February for this company. They may utilize multiple custodian options much like galaxy prime is doing"  
[X Link](https://x.com/Franchise9494/status/1702330225508733348)  2023-09-14T14:35Z [---] followers, [--] engagements


"@trevor69927570 @khawar19884 @hdcharting @stefanvanderlux They have told us. Look at what is on the balance sheet. Less net crypto more loan exposure more derivitaves exposure a ton more infrastructure then used to be IB business now doing bankruptcy trustee I'd expect in [----] for galaxy to start underwriting IPOs for companies"  
[X Link](https://x.com/Franchise9494/status/1702718251233427587)  2023-09-15T16:17Z [---] followers, [--] engagements


"@hdcharting @trevor69927570 @khawar19884 @stefanvanderlux In the business world I agree. I think Trevor is speaking more to people buying the equity"  
[X Link](https://x.com/Franchise9494/status/1702730407240724843)  2023-09-15T17:05Z [---] followers, [--] engagements


"@trevor69927570 @yedeyEsp Haha. Massive fucking volume eod. Mixed bag on net house too. Noticed alot of Morgan Stanley buys. No block trades"  
[X Link](https://x.com/Franchise9494/status/1702779805358227794)  2023-09-15T20:21Z [---] followers, [--] engagements


"@RULO999 @trevor69927570 Ya gk8 needs Tokenization to expand TAM. Then they will excel as traditional custodians will want a solution to keep doing it in house"  
[X Link](https://x.com/Franchise9494/status/1702843034851754387)  2023-09-16T00:33Z [---] followers, [--] engagements


"@ramahluwalia ARM looks pretty ugly too"  
[X Link](https://x.com/Franchise9494/status/1703197944030126089)  2023-09-17T00:03Z [---] followers, [--] engagements


"@hdcharting This chainlink brief was honestly in my opinion the most bullish piece of news in all of [----] for Galaxy. It's small right now it Tokenization potential TAM will dwarf cryptos current TAM in the near future"  
[X Link](https://x.com/Franchise9494/status/1704182536862146967)  2023-09-19T17:15Z [---] followers, [--] engagements


"Let's be realistic. They do it to jack up the market cap as retail doesn't understand. No company needs to be doing stock splits anymore. I understand where you are going with the options statement but my comment was more sarcastic to take a shot at the growth that was achieved in [----] on nothing but a split"  
[X Link](https://x.com/anyuser/status/1704490700190970236)  2023-09-20T13:40Z [--] followers, [--] engagements


"And there it is. ARM. River of tears. It won't hold 50"  
[X Link](https://x.com/Franchise9494/status/1704500397405094399)  2023-09-20T14:18Z [---] followers, [--] engagements


"That's fair as well. Valid points. But as the network and value increase security must scale with it. What was secure enough for [---] billion might not be secure enough for [--] trillion. So unless we see the cost of ASICs or power decrease at the same pace of value it could be an issue"  
[X Link](https://x.com/Franchise9494/status/1704656208987095425)  2023-09-21T00:38Z [---] followers, [--] engagements


"@JohnReedStark Meanwhile John is closing his eyes to all of the financial institutions adopting digital custody and building out rails. Tokenization of bonds and stocks is coming. T+1 in [----] T+0 doesn't happen until Tokenization. Continue to ignore real infrastructure John it's happening"  
[X Link](https://x.com/Franchise9494/status/1704879408299806811)  2023-09-21T15:25Z [---] followers, [----] engagements


"@kellyjgreer TradFi is like going into a time machine when it comes to back end infrastructure"  
[X Link](https://x.com/Franchise9494/status/1705280730517971211)  2023-09-22T17:59Z [---] followers, [----] engagements


"@trevor69927570 That would be about 900isb million USD market cap"  
[X Link](https://x.com/Franchise9494/status/1705390764493246792)  2023-09-23T01:16Z [---] followers, [--] engagements


"@Beth_Kindig What's hilarious is even though Intel has been stagnant for years it's still trading at a forward pe of [--] vs AMD forward of [--]. Still a long ways to fall IMO"  
[X Link](https://x.com/Franchise9494/status/1707820611215515980)  2023-09-29T18:12Z [---] followers, [--] engagements


"@Guru1294 @hdcharting Galaxy is partnered with Invesco in the USA"  
[X Link](https://x.com/Franchise9494/status/1707910419476619380)  2023-09-30T00:09Z [---] followers, [--] engagements


"If you want to know more about tradfi infrastructure needs and potentials with Tokenization give this a listen"  
[X Link](https://x.com/Franchise9494/status/1709562437094039852)  2023-10-04T13:33Z [---] followers, [--] engagements


"Congratulations. Wait until smart contract use explodes 100x gk8 will be unstoppable"  
[X Link](https://x.com/anyuser/status/1709907797029122318)  2023-10-05T12:26Z [--] followers, [---] engagements


"@ramahluwalia @solanobahn @anandragn NVDA and AMD approaching but range again. I think under [---] I'll need to start nibbling on NVDA again. AMD earnings in [--] weeks if it goes under [---] before then I'll definitely be adding. I've been picking away at ASML under 590"  
[X Link](https://x.com/Franchise9494/status/1714411644904751141)  2023-10-17T22:42Z [---] followers, [---] engagements


"@SullyWoodCM My thesis as well. $LINK worth a look as well for CCIP protocol and Oracle network"  
[X Link](https://x.com/Franchise9494/status/1715043687976063192)  2023-10-19T16:34Z [---] followers, [--] engagements


"@MarkMcGrathCFP @truenorth12mike Only way you can justify it is think of it annualized over the term makes it somewhat more palatable. But ya egregious is the discription I would use as well"  
[X Link](https://x.com/Franchise9494/status/1715093175264534607)  2023-10-19T19:50Z [---] followers, [---] engagements


"@MarkMcGrathCFP @st0ckm0nster @borisrozinov In fact the only fixed income it could have been was at most a [--] year GIC but even then not liquid enough should she need the cash. Money market all day long and if client was very clear about the time horizon advisor made an enormous mistake"  
[X Link](https://x.com/Franchise9494/status/1715131712760365506)  2023-10-19T22:24Z [---] followers, [---] engagements


"@tommidummi @trevor69927570 @stefanvanderlux TSX short data is nothing. Check out the OTC short data that puts TSX to shame"  
[X Link](https://x.com/Franchise9494/status/1715729779700228282)  2023-10-21T14:00Z [---] followers, [--] engagements


"@sam247 link breaking through [--] week high today on massive volume"  
[X Link](https://x.com/Franchise9494/status/1715838075635425621)  2023-10-21T21:10Z [---] followers, [--] engagements


"Worth paying attention to $LINK"  
[X Link](https://x.com/Franchise9494/status/1715870432295841861)  2023-10-21T23:19Z [---] followers, [---] engagements


"@kellyjgreer @Amberdataio @glxyresearch Any thoughts on how high we could see this spike in the short term Also curious if you have any thoughts on the recent chainlink price action"  
[X Link](https://x.com/Franchise9494/status/1716595829161509299)  2023-10-23T23:21Z [---] followers, [---] engagements


"@MarkMcGrathCFP Unless your money is the Turkish Lira or Agrentine Peso"  
[X Link](https://x.com/Franchise9494/status/1719404006471049260)  2023-10-31T17:20Z [---] followers, [--] engagements


"Current status"  
[X Link](https://x.com/Franchise9494/status/1719424214879338558)  2023-10-31T18:40Z [---] followers, [---] engagements


"@stefanvanderlux Change my opinion on which part"  
[X Link](https://x.com/Franchise9494/status/1719668606739292176)  2023-11-01T10:52Z [---] followers, [--] engagements


"@stefanvanderlux Oh I think we can breakout past [--] without Nasdaq. When I use the term "real breakout" I'm talking much much higher levels. Personally I don't think ticker being listed matters much. The ETFs are a done deal anyways IMO. Are going to happen before year end"  
[X Link](https://x.com/Franchise9494/status/1719669565934690561)  2023-11-01T10:55Z [---] followers, [--] engagements


"Almost perfectly timed that a full on bull market has begun at the same time that Galaxy One is readying for a full launch. Perhaps @intangiblecoins could have a few of the folks on who were responsible for the buildout would be interesting to hear about"  
[X Link](https://x.com/Franchise9494/status/1719861814383530351)  2023-11-01T23:39Z [---] followers, [---] engagements


"@ramahluwalia @TrustlessState I had also not heard of that lending team. What I do know is I wouldn't put it past genesis half their loans were unsecured. Everyone in crypto lending looked like children except for Galaxy Digital when it came to proper risk management"  
[X Link](https://x.com/Franchise9494/status/1720945920848613564)  2023-11-04T23:27Z [---] followers, [---] engagements


"@hdcharting @saylor I feel like earnings call on bitgo purchase quarter Mike mentioned how they allready owned "x" percent of company"  
[X Link](https://x.com/Franchise9494/status/1720951833957421190)  2023-11-04T23:51Z [---] followers, [--] engagements


"Vertical Integration. This is the way $BTC #infrastructure In the relatively near future I can see miners being energy operators. Then you see the draconian uneducated move by the New Brunswick government and you remember that the education process will take time. @galaxyhq feel free to educate @premierbhiggs and @NB_Power on how mining Infrastructure can be used as a curtailment strategy for grids and help pay for grid capacity expansion. Get your heads out of the sand"  
[X Link](https://x.com/Franchise9494/status/1721177049673379868)  2023-11-05T14:46Z [---] followers, [---] engagements


"@NicolasFlamelX @novogratz Review the call transcript. There's a good nugget in there. They are laser focused on cost of mining and they believe their will be big M&A oppurtunities at the halving. Also @cferraro06 mentioned that for buildout capital QQQ is needed to tap capital markets for funding"  
[X Link](https://x.com/Franchise9494/status/1724109980675039686)  2023-11-13T17:00Z [---] followers, [---] engagements


"@ramahluwalia @CyberCat2069 @sama @LumidaWealth Well said Ram. I hear this all the time from people. We don't want the commodity chips that's not where the secular market is. That is legacy and it is cyclical. Focus on high performance compute. $AMD $NVDA $MRVL $ASML"  
[X Link](https://x.com/Franchise9494/status/1725973545660867006)  2023-11-18T20:25Z [---] followers, [---] engagements


"@trevor69927570 @stefanvanderlux @SummersThings @krakenfx @SynopticCom @novogratz @GaryGensler Also dont forget who they employ in @neal_katyal @GaryGensler is a little pathetic man and he should be scared. Rant over"  
[X Link](https://x.com/Franchise9494/status/1726749604874506639)  2023-11-20T23:49Z [---] followers, [---] engagements


"@ramahluwalia USA is one of the few with [--] year fixed mortgages. Might save the housing market from some pain that you will see in Canada or the UK as most mortgages are under [--] year terms"  
[X Link](https://x.com/Franchise9494/status/1727784312341237811)  2023-11-23T20:20Z [---] followers, [---] engagements


"@trevor69927570 @Vinyle_mobile @hdcharting @CreamyCapital15 @intangiblecoins @TonyCai_ My take which is strictly my opinion is if they can't access us capital markets they would probably look at redomicile somewhere like London with a LSE listing to go along with it"  
[X Link](https://x.com/Franchise9494/status/1728387508160118915)  2023-11-25T12:17Z [---] followers, [--] engagements


"This is a fantastic thesis that Ram has laid out. Pay attention. High performance compute is the new steel and infrastructure buildout is about to hit it's inflection point. Good luck betting on the application winner a suckers bet if you will. I'll stick to infrastructure"  
[X Link](https://x.com/Franchise9494/status/1728434559182667791)  2023-11-25T15:24Z [---] followers, [---] engagements


"AMD NVDA ASML MRVL and maybe just maybe ARM"  
[X Link](https://x.com/Franchise9494/status/1728434936468906221)  2023-11-25T15:26Z [---] followers, [--] engagements


"@scottmelker You are bang on with this one. Absolute poison. Mental health issues are going to be out of control for the next generation of children"  
[X Link](https://x.com/Franchise9494/status/1729538128535228822)  2023-11-28T16:29Z [---] followers, [--] engagements


"@ramahluwalia @scottmelker It's litterly the worst thing facing youth. The mental health issues for the next generation will be unfathomable"  
[X Link](https://x.com/Franchise9494/status/1729538768254754972)  2023-11-28T16:32Z [---] followers, [--] engagements


"@sam247 @Vinyle_mobile @cferraro06 And it's illiquid as all fuck would be a long time managing"  
[X Link](https://x.com/Franchise9494/status/1730026687918674268)  2023-11-30T00:51Z [---] followers, [--] engagements


"@ncbtrades @VidesiDesiGD @NicolasFlamelX @stefanvanderlux @Guru1294 @hdcharting I will add as it seems people are overlooking they have BTC exposure through alternative investments as well. For one Mt.Gox Trust bankruptcy claims"  
[X Link](https://x.com/Franchise9494/status/1730384457188741348)  2023-12-01T00:32Z [---] followers, [--] engagements


"@unusual_whales I knew snoop quiting would have impact"  
[X Link](https://x.com/Franchise9494/status/1730409536710717925)  2023-12-01T02:12Z [---] followers, [--] engagements


"@hdcharting @Vinyle_mobile @NicolasFlamelX @mikebelshe @BitGo Critical point I feel here to mention is that yes bitgo's valuation was higher than galaxy on a [---] million series b round. As a private company they did not have to face the scorn of the open market after the industry was nuked. Also you can't short a private company"  
[X Link](https://x.com/Franchise9494/status/1732574588217798833)  2023-12-07T01:35Z [---] followers, [---] engagements


"@intangiblecoins @Vinyle_mobile @1back24ward @BeimnetAbebe @galaxy__brains @glxyresearch I would actually love a seperate weekly markets and macro podcast with biemnet outside of galaxy brains. Make it happen. Please 🙏"  
[X Link](https://x.com/Franchise9494/status/1732776946226843693)  2023-12-07T14:59Z [---] followers, [--] engagements


"@NicolasFlamelX Remember as awesome as stable business is this will lead to tokenization. Treasuries are next and German corporate bonds after. Only a guess but confidence is high. And GK8 is specifically designed for this type of adoption. The real prize is closer than you think"  
[X Link](https://x.com/Franchise9494/status/1734934747783082037)  2023-12-13T13:54Z [---] followers, [---] engagements


"But this was just the beginning. I had bigger fish to fry"  
[X Link](https://x.com/Franchise9494/status/1735092602532139045)  2023-12-14T00:21Z [---] followers, [--] engagements


"@CreamyCapital15 @Vinyle_mobile Level [--] on balance sheet is for extremely illiquid assets. This part is showing the discount to fair value. Neither Bitcoin not ethereum are classified as a level [--]. Level [--] mostly consist of private equity prefered shares warrants illiquid tokens. Search KPMG level [--] asset"  
[X Link](https://x.com/Franchise9494/status/1736138666416730444)  2023-12-16T21:38Z [---] followers, [--] engagements


"@MoorInsStrat @PatrickMoorhead Patrick do you really believe a turnaround is happening Gelsinger has made many empty promises as have his predecessors before him. Do you think it was a wise idea for them to double down on Foundry instead of going design only like AMD did Always enjoy your research. Cheers"  
[X Link](https://x.com/Franchise9494/status/1736168674581442656)  2023-12-16T23:37Z [---] followers, [---] engagements


"@trevor69927570 @Derthebear2 @hdcharting It is and they've been doing it responsibly. Investing slowly when hash price is low and building in the bear. And they've been able to find this without having to dilute 20% or more compounded annually like the other guys. And market gives them no credit anyways"  
[X Link](https://x.com/Franchise9494/status/1736450472200814609)  2023-12-17T18:17Z [---] followers, [---] engagements


"@Vinyle_mobile No suprise here for anyone who's been watching. Majority of ftx funds was SOL and we know what that's done"  
[X Link](https://x.com/Franchise9494/status/1736883582855975400)  2023-12-18T22:58Z [---] followers, [---] engagements


"@Mmagnet7 @ramahluwalia AMD ASML ARM"  
[X Link](https://x.com/Franchise9494/status/1736899942738706665)  2023-12-19T00:03Z [---] followers, [--] engagements


"@ramahluwalia @Mmagnet7 I've relistened to the last NVDA and AMD calls multiple times over the last few weeks. I think it's crazy what's coming. These two stocks are possibly the cheapest they've been in [--] years on a forward pe basis if we see the demand that is projected"  
[X Link](https://x.com/Franchise9494/status/1736902183134896572)  2023-12-19T00:12Z [---] followers, [--] engagements


"What would be the bottleneck if there was the desire to produce as many AI chips as possible to meet demand. Wafers EUV machines I know ASML only produces a few dozen a year. Or is it just the required lead time required to build new fabs in general @PatrickMoorhead"  
[X Link](https://x.com/Franchise9494/status/1737297103183868222)  2023-12-20T02:21Z [---] followers, [---] engagements


"@hdcharting Also on the loan book all loans are overcolatorized with liquid assets. And they are almost always short term [--] to [--] months max"  
[X Link](https://x.com/anyuser/status/1737542241894232467)  2023-12-20T18:35Z [--] followers, [--] engagements


"@sezginc27 Ya they are not selling eth which is super liquid and then buying more speculative less liquid assets. Not happening"  
[X Link](https://x.com/Franchise9494/status/1737896898055352720)  2023-12-21T18:04Z [---] followers, [--] engagements


"@sezginc27 Yes I know they are selling. But you should expect that to stay in cash. They are strategically liquidating assets they are not speculating with them"  
[X Link](https://x.com/Franchise9494/status/1737897922929250320)  2023-12-21T18:08Z [---] followers, [--] engagements


"@sezginc27 @novogratz @cferraro06 Ahhh my bad. I thought you were specifically talking about FTX funds. In that case I retract everything I said"  
[X Link](https://x.com/Franchise9494/status/1737911534611743074)  2023-12-21T19:02Z [---] followers, [--] engagements


"@Nichtay314 It should show up under management fees in GAM They may seperate it into sales hedging ect. So hopefully we get some commentary on the call. It won't be massive numbers but it's the credibility and publicity this brings. More of this type of work will come because of this"  
[X Link](https://x.com/Franchise9494/status/1737996487479730335)  2023-12-22T00:40Z [---] followers, [---] engagements


"@JustinB90072145 @Nichtay314 You've got hedging trading staking management We will see if they break then down or just lump sum it"  
[X Link](https://x.com/Franchise9494/status/1737998940598059317)  2023-12-22T00:50Z [---] followers, [--] engagements


"@ramahluwalia I asked chatgpt [--] to tell me all the participants on quarterly call for last [--] quarters for a TSX stock. It actually broke it all down I was extremely impressed. It went on the website read the transcripts. Pretty wild stuff"  
[X Link](https://x.com/Franchise9494/status/1738256162322002171)  2023-12-22T17:52Z [---] followers, [--] engagements


"@LisaSu @AMD Merry Xmas Lisa"  
[X Link](https://x.com/Franchise9494/status/1739414012410961957)  2023-12-25T22:33Z [---] followers, [--] engagements


"@ramahluwalia I've been buying ASML. The demand / supply of EUV machines is going to get pretty wild in the next few years. Let's see what pricing power they discover they aren't currently utilizing"  
[X Link](https://x.com/Franchise9494/status/1739850133188005950)  2023-12-27T03:26Z [---] followers, [--] engagements


"@_amanda_fab Jam the retirement fund full of galaxy shares best of both worlds"  
[X Link](https://x.com/Franchise9494/status/1740452225875632518)  2023-12-28T19:18Z [---] followers, [---] engagements


"@wm360 $LINK is a massive oppurtunity. People need to watch what's happening with banks building chains and then research what CCIP is"  
[X Link](https://x.com/Franchise9494/status/1740761214777446682)  2023-12-29T15:46Z [---] followers, [--] engagements


"@ramahluwalia Ya absolutely I'll tell you what though when that happened I remember saying to my father this is the moment that will lead to countries using Bitcoin as reserves"  
[X Link](https://x.com/Franchise9494/status/1740889239192064376)  2023-12-30T00:15Z [---] followers, [--] engagements


"@ramahluwalia And happy holidays Ram I hope you and your family had a wonderful Xmas and a happy new years"  
[X Link](https://x.com/Franchise9494/status/1740889691375997036)  2023-12-30T00:17Z [---] followers, [--] engagements


"@enipla2016 @MahaTweeter @HalftimeReport @RobSechan @GilmanHill @ScottWapnerCNBC Crowdstrike as well"  
[X Link](https://x.com/anyuser/status/1741619063049101587)  2024-01-01T00:35Z [--] followers, [--] engagements


"@hdcharting @LLAMA_on2 Personaly I feel it's kinda all noise in a way. Galaxy has way way more going for it then launching a spot BTC ETF with Invesco. Any type of negative stock action on unfavorable ETF news is a buying oppurtunity on a misunderstanding of Galaxys fundamental business"  
[X Link](https://x.com/Franchise9494/status/1741620124501655606)  2024-01-01T00:39Z [---] followers, [---] engagements


"@theBTCMiningGuy I think this time around may be a little different. Historically miners have been one of the market's favorite proxys for BTC. If this is true we should see anyone using them as a proxy flee to a spot ETF. I think Micro Strategy will feel this effect more than the miners"  
[X Link](https://x.com/Franchise9494/status/1741631072494854243)  2024-01-01T01:23Z [---] followers, [----] engagements


"@theBTCMiningGuy The sad part is though the quality of conversations that happen in Crypto Twitter seem to always fall as the bull market roars in"  
[X Link](https://x.com/Franchise9494/status/1741633980762407260)  2024-01-01T01:34Z [---] followers, [---] engagements


"@theBTCMiningGuy @SyncNakhti I'm not saying it's a bad business. I'm just saying there are many variables"  
[X Link](https://x.com/Franchise9494/status/1741644708290433085)  2024-01-01T02:17Z [---] followers, [---] engagements


"@ChartGuys @scottmelker I don't think you will see the same euphoria from tobacco and alcohol companies this time. Canopy Growth was an absolute disaster for Constellation Brands"  
[X Link](https://x.com/Franchise9494/status/1741842988509098458)  2024-01-01T15:25Z [---] followers, [---] engagements


"@SeanCon42390465 @theBTCMiningGuy Marathon has one of the highest all in costs per coin mined. it's currently between [--] and 30k. Important considerations. [--]. Halving will essentially double costs as reward will half. [--]. Mara does not have a power curtailment strategy. Total coins mined is not a good metric"  
[X Link](https://x.com/Franchise9494/status/1741936878872371680)  2024-01-01T21:38Z [---] followers, [----] engagements


"@Charge_Stack @SeanCon42390465 @theBTCMiningGuy @MarathonDH For sure but by removing the cash off the balance sheet means one of two things more dilution which MARA is absolute king at or no HODL"  
[X Link](https://x.com/Franchise9494/status/1741941209998807114)  2024-01-01T21:55Z [---] followers, [---] engagements


"@hdcharting What do you think Gally ETF approval day end up being sell the news for awhile or do we got juice to keep going"  
[X Link](https://x.com/Franchise9494/status/1742387418131513792)  2024-01-03T03:28Z [---] followers, [--] engagements


"@MarkMcGrathCFP @MacKinnon29 Perhaps no different than in [----] when you made your purchase. Can look at it in a few ways. The first would be market cap of gold and we could drop assumptions on what percentage of that will go to Bitcoin for storage of value over time. It's clearly been taking that role"  
[X Link](https://x.com/Franchise9494/status/1742630063026110577)  2024-01-03T19:32Z [---] followers, [---] engagements


"@MarkMcGrathCFP @MacKinnon29 Gold's [--] trillion dollar market cap does not come from its other uses. Central banks will adopt Bitcoin. The US weaponizing their treasuries against Russia basicly set that in motion. Gold will still have a place but BTC is fully decentralized and extremely liquid"  
[X Link](https://x.com/Franchise9494/status/1742634124848795869)  2024-01-03T19:48Z [---] followers, [--] engagements


"@MarkMcGrathCFP @MacKinnon29 Bitcoin won't be used for money. It's not scalable enough. It will be a storage of value"  
[X Link](https://x.com/Franchise9494/status/1742634743923986790)  2024-01-03T19:51Z [---] followers, [--] engagements


"@MacKinnon29 @MarkMcGrathCFP Do you know what the cost to acquire the hash rate and power required to control [--] percent. In fact cost wouldn't be the biggest deterrent. The Actual supply of ASICs would arguably be. And it only has to offload into fiat if you ignore the ever increasing role of stable coins"  
[X Link](https://x.com/Franchise9494/status/1742636057315754021)  2024-01-03T19:56Z [---] followers, [--] engagements


"@MarkMcGrathCFP @MacKinnon29 Inflation plus taking on the market cap of gold. As well as any other use case that happens as more and more stuff is tokenized"  
[X Link](https://x.com/Franchise9494/status/1742638438866731161)  2024-01-03T20:05Z [---] followers, [--] engagements


"@MacKinnon29 @MarkMcGrathCFP Yes I'm aware of the differences between POS and POW. But you should know alot of the stuff you read on power consumption of BTC is very misleading"  
[X Link](https://x.com/Franchise9494/status/1742639648818483702)  2024-01-03T20:10Z [---] followers, [--] engagements


"@MacKinnon29 @MarkMcGrathCFP The whole entire reason that BTC works as a storage of value is that you cannot double spend. If you could double spend any would anyone ever put their wealth in it for storage. BTC solved the double spend problem that every digital currency before it could not solve"  
[X Link](https://x.com/Franchise9494/status/1742641003427701237)  2024-01-03T20:16Z [---] followers, [--] engagements


"@theBTCMiningGuy Too many times miners don't sell at the top and are forced to sell at the bottom. They either need to be hedging or selling along the way. It's proper risk management and a good way to avoid needing to constantly raise capital"  
[X Link](https://x.com/anyuser/status/1742698907119821207)  2024-01-04T00:06Z [--] followers, [---] engagements


"@NicolasFlamelX @hdcharting Anyone who cannot do their own basic DD doesn't deserve to be in Galaxy. No wonder these guys panick. It's an illiquid stock with a much more complex business than the proxy people think it is. I couldn't imagine buying this and not bothering to look into what they do"  
[X Link](https://x.com/Franchise9494/status/1743346593619648956)  2024-01-05T18:59Z [---] followers, [--] engagements


"@NicolasFlamelX The key here is the last part. Forget the price to BTC this company is not a proxy. They are building a business that focuses on all aspects of institutional adoption and infrastructure. In the end the TAM of this will be much much larger than BTC will ever be. Patience"  
[X Link](https://x.com/Franchise9494/status/1744724334533648643)  2024-01-09T14:14Z [---] followers, [---] engagements


"Well I'd like to hear SEC response on $GLXY if this gets legs"  
[X Link](https://x.com/Franchise9494/status/1745465765179052250)  2024-01-11T15:20Z [---] followers, [---] engagements


"@MarkMcGrathCFP @prajna541 [--]. T+1 won't be as hard for banks to scale to in March this year. However T+0 is almost impossible to achieve without utilizing blockchain. The FOREX side of things is also a major bottleneck for tradfi settlement"  
[X Link](https://x.com/Franchise9494/status/1745468743793140042)  2024-01-11T15:32Z [---] followers, [--] engagements


"@MarkMcGrathCFP @prajna541 [--]. Liquidity. Look specifically at bonds. Currently requires market makers limiting your access to buyers and sellers. Remember in covid you couldn't sell certain bonds if your life depended on it. No bids from market makers. A global market would have increased liquidity"  
[X Link](https://x.com/Franchise9494/status/1745469793992413212)  2024-01-11T15:36Z [---] followers, [--] engagements


"@MarkMcGrathCFP @prajna541 Look into SWIFTs trial runs with Chainlink"  
[X Link](https://x.com/Franchise9494/status/1745470120359526893)  2024-01-11T15:38Z [---] followers, [--] engagements


"@MarkMcGrathCFP @prajna541 Ya I have absolutely zero interest in the Meme crap. But if you weed those out and focus on the technology and the adoption that's happening by institutions this is real. RBC has filed many patents for blockchain bond settlement. CIBC has invested in stable coin companies"  
[X Link](https://x.com/Franchise9494/status/1745476346023719066)  2024-01-11T16:02Z [---] followers, [--] engagements


"@ncbtrades @galaxyhq I agree with the uplist part. If the SEC had no issue with galaxy on invescos ETF and Invesco had no concerns that there would be an issue with galaxy hard to see an uplist being rejected"  
[X Link](https://x.com/Franchise9494/status/1746743835433017722)  2024-01-15T03:59Z [---] followers, [---] engagements


"@theBTCMiningGuy @TheViz10 Last cycle told the story. No one's HODL works because there isn't enough discipline not to ape and buy hashrate peak bull. When evaluating these companies HODL shouldn't be number [--] metric. It's cost to produce and debt management. If you want to HODL buy a BTC ETF"  
[X Link](https://x.com/Franchise9494/status/1746881224197464326)  2024-01-15T13:05Z [---] followers, [--] engagements


"@trevor69927570 @Atinybeautiful1 @metroboehmin @Vinyle_mobile @hdcharting I think he got moved up within the company"  
[X Link](https://x.com/Franchise9494/status/1747100738084385146)  2024-01-16T03:37Z [---] followers, [--] engagements


"@NicolasFlamelX Two things to watch for here. [--]. valuation on private crypto equity moves up greatly improving Galaxys balance sheet. [--]. These are Level [--] assets. Discounts applied are significant. Lowering discount is as significant as rising prices. Also L3 moving to L2 or L1 means 🚀"  
[X Link](https://x.com/Franchise9494/status/1747349177477058708)  2024-01-16T20:04Z [---] followers, [--] engagements


"@intangiblecoins Looks like a nice place to work. Also still need to try these carnivore crisps"  
[X Link](https://x.com/Franchise9494/status/1747441892067819995)  2024-01-17T02:13Z [---] followers, [--] engagements


"@MalatestaFrank @Vinyle_mobile @CreamyCapital15 @novogratz @InvescoUS @SteveKurz @thepaulcappelli Sorry I ment liquidity as in cash on their balance sheet to pay operation costs or mergers and acquisitions. Not liquidity on galaxy shares"  
[X Link](https://x.com/Franchise9494/status/1748377963433767067)  2024-01-19T16:12Z [---] followers, [---] engagements


"I need thoughts answers discussions and more. I have been on the Tokenization band wagon for stocks bonds treasuries for a few years now. I've been trying to figure out how to play this. Let's discuss $GLXY "GK8s design provides all-around protection and functionality for enterprise-grade clients. By adding the GK8 custodial solution to our network we can now make sure that our customers assets are protected to the highest standards." Dan Doney co-founder and CEO of Securrency "GK8s design provides all-around protection and functionality for enterprise-grade clients. By adding the GK8"  
[X Link](https://x.com/Franchise9494/status/1748863177448665478)  2024-01-21T00:20Z [---] followers, [----] engagements


"@trevor69927570 @stefanvanderlux @ncbtrades Wouldn't be the first time this things pulled back [--] percent"  
[X Link](https://x.com/anyuser/status/1749571163708170433)  2024-01-22T23:14Z [--] followers, [--] engagements


"@trevor69927570 Haha I did"  
[X Link](https://x.com/Franchise9494/status/1750242124484719091)  2024-01-24T19:40Z [---] followers, [---] engagements


"@sam247 I agree n galaxy one. They spent a ton hiring staff to build it. I think q1 [----] was full on launch was it not. Margin trading being added q2 perhaps We don't talk about Galaxy One enough. We need a real hard update and maybe some real numbers on the clientele using it"  
[X Link](https://x.com/Franchise9494/status/1751049341765378421)  2024-01-27T01:07Z [---] followers, [---] engagements


"@Vinyle_mobile @cferraro06 And if any of these analyst are paying attention. Ask them pointed questions regarding L3 assets on the balance sheet and in the new galaxy venture fund. @SteveKurz who's deciding the discounts that are placed on these assets. How deeply discounted is this portfolio to FMV"  
[X Link](https://x.com/Franchise9494/status/1751051258700677233)  2024-01-27T01:15Z [---] followers, [---] engagements


"Research what L3 assets are in financial accounting and how they are marked to the balance sheet. Then ask yourself if the market is pricing in the real potential of this company in a bull run. IYKYK. $GLXY @Vinyle_mobile @cferraro06 And if any of these analyst are paying attention. Ask them pointed questions regarding L3 assets on the balance sheet and in the new galaxy venture fund. @SteveKurz who's deciding the discounts that are placed on these assets. How deeply discounted is this portfolio to FMV @Vinyle_mobile @cferraro06 And if any of these analyst are paying attention. Ask them"  
[X Link](https://x.com/Franchise9494/status/1751052093580865621)  2024-01-27T01:18Z [---] followers, [---] engagements


"And let's hear from @LeonWMarshall. $GLXY has made a huge shift toward Europe and Asia in the last [--] months. What is the state of things across the pond I would love to know details of the plans the partnership with DWS has for tokenization stable coins contract settlement"  
[X Link](https://x.com/Franchise9494/status/1751056763745452189)  2024-01-27T01:37Z [---] followers, [---] engagements


"@Srasgon. Are you the biggest bear on the street now for AMD 👀"  
[X Link](https://x.com/Franchise9494/status/1752690400194666872)  2024-01-31T13:48Z [---] followers, [--] engagements


"@ramahluwalia Did you end up getting in ARM Ram Or are you still waiting for a pullback"  
[X Link](https://x.com/Franchise9494/status/1753270352543666481)  2024-02-02T04:13Z [---] followers, [---] engagements


"@ramahluwalia I think ARM is overvalued but I bought a quarter position around 60ish awhile ago. too much potential so I had to have some skin. Is there a part of AMD business that worries you or are you simply saying run to far too fast Lisa Su is always extremely conservative on guide"  
[X Link](https://x.com/Franchise9494/status/1753273896680243454)  2024-02-02T04:27Z [---] followers, [--] engagements


"@ramahluwalia See I own both because [--] and [--] in this sector are probably better plays for the next [--] years than [--] percent of the S&P500. For ASML I've been long it for about [--] years. I still think we're waiting for when they finally decide to 2x their prices. The pricing power is there"  
[X Link](https://x.com/Franchise9494/status/1753276356316598422)  2024-02-02T04:37Z [---] followers, [---] engagements


"@ChainLinkGod $LINK $GLXY $AMD $NVDA The future of everything"  
[X Link](https://x.com/Franchise9494/status/1754553504666935568)  2024-02-05T17:12Z [---] followers, [---] engagements


"While others have their heads in the sand these are the headlines that are happening more and more often. Tradfi is going on chain no doubt when and how is up for debate. I'm choosing $GLXY and $LINK as my tokenization plays"  
[X Link](https://x.com/Franchise9494/status/1757895724706976224)  2024-02-14T22:32Z [---] followers, [----] engagements


"@metroboehmin No that's on their balance sheet. So not that"  
[X Link](https://x.com/Franchise9494/status/1760070026722148779)  2024-02-20T22:32Z [---] followers, [--] engagements


"@trevor69927570 @rangersfan_11 @novogratz and if this is the venture portfolio those are mostly illiquid and management fees are higher"  
[X Link](https://x.com/Franchise9494/status/1760124619900506429)  2024-02-21T02:09Z [---] followers, [---] engagements


"@MarkMcGrathCFP @CanuckleLife No this does not exist. You have spot Bitcoin and eth however as well as leveraged proxies like miners"  
[X Link](https://x.com/Franchise9494/status/1760163420047892704)  2024-02-21T04:43Z [---] followers, [--] engagements


"@CreamyCapital15 @Vinyle_mobile Other than anthropic most of FTX venture assets are extremely illiquid. It take a a very experienced team to handle a illiquid portfolio like that if its mandate is to be liquidated. The fees for management on this would be significantly higher than the previous DTX mandate"  
[X Link](https://x.com/Franchise9494/status/1760164939237306544)  2024-02-21T04:49Z [---] followers, [--] engagements


"@CreamyCapital15 @ncbtrades @BelandresRyan Correct. AUM isn't something that is linked to market cap. They generate revenues off the assets managed. And each mandate has different rates ect. AUM is not capital on the balance sheet either. It's also only a small part of galaxy's current business"  
[X Link](https://x.com/Franchise9494/status/1760665032461848757)  2024-02-22T13:57Z [---] followers, [--] engagements


"@CreamyCapital15 @ncbtrades @BelandresRyan Oh sorry I wasn't talking about any ETFs. I'm talking about individual stocks. For instance Morgan Stanley vs galaxy comparing AUM"  
[X Link](https://x.com/Franchise9494/status/1760694062623904162)  2024-02-22T15:52Z [---] followers, [--] engagements


"@ramahluwalia @altcap The cow fund is up 36% YTD. We are going public soon ticker is $MOOOO"  
[X Link](https://x.com/Franchise9494/status/1763202491519316241)  2024-02-29T14:00Z [---] followers, [----] engagements


"@NicolasFlamelX @invidium0x @SPECTRE_IO Yes. Financial accounting rules regarding illiquid assets. You can search for it. KPMG has a nice [--] page report on how it works. Basically that entire venture book is L3 assets which are discounted between [--] to 90% of FMV"  
[X Link](https://x.com/Franchise9494/status/1763659530607476877)  2024-03-01T20:16Z [---] followers, [--] engagements


"@CreamyCapital15 @NicolasFlamelX @invidium0x @SPECTRE_IO Discounts get removed based on liquidity. If an asset goes from L3 to L2 or L1 discount changes. L1 assets are not discounted and traded at FMV. For example Bitcoin is an L1 asset. Bay Fire blocks were to IPO for example that would change to L1"  
[X Link](https://x.com/Franchise9494/status/1763661799369396723)  2024-03-01T20:25Z [---] followers, [--] engagements


"@Derthebear2 @CryptoWizardd In a true super cycle if there really were such a thing (I don't subscribe to it) BTC market cap would easily hit [--] trillion or more. Gold would effectively be replaced once that inflection point was hit. I do believe we see BTC over 100k before the end of 2024"  
[X Link](https://x.com/Franchise9494/status/1764442201864454614)  2024-03-04T00:06Z [---] followers, [--] engagements


"@EricONCA @MarkMcGrathCFP Would love to hear why it would be bad to grab Bitcoin above 30k usd. Are you a no-coiner perhaps"  
[X Link](https://x.com/Franchise9494/status/1764808202208588050)  2024-03-05T00:20Z [---] followers, [--] engagements


"@1back24ward @DisinformationW @CopperNew @novogratz @InvescoUS I'm just saying I think concern for galaxy Invesco ETF in relations to galaxy's stock price is being over blown. Is it a concern going forward for sure. I'd peg this issue on Invesco sales team though"  
[X Link](https://x.com/Franchise9494/status/1765048644506370345)  2024-03-05T16:16Z [---] followers, [--] engagements


"@CreamyCapital15 @ncbtrades Look at [--] months glxy massive outperformance over BTC. Everyone's time horizon here is hilarious. Like if you have a daily time horizon just do the Reddit thing and buy short term oom options"  
[X Link](https://x.com/Franchise9494/status/1765415793607467219)  2024-03-06T16:34Z [---] followers, [--] engagements


"@Bitcoineconprof @JustinB90072145 @DosmanAI Spend some time on the balance sheet and management statements. Almost everything you're looking for has been covered. What exactly are you looking for"  
[X Link](https://x.com/Franchise9494/status/1767334745052979433)  2024-03-11T23:40Z [---] followers, [--] engagements


"@DosmanAI @Bitcoineconprof @JustinB90072145 they break down revenues by segment balance sheet shows expenses. M&d will give alot of context on what's happening. For instance you could tell what was being spent on Helios upgrade how many Riggs were coming online they tell you the hashrate they give insight on Power $"  
[X Link](https://x.com/Franchise9494/status/1767337107847004507)  2024-03-11T23:49Z [---] followers, [---] engagements


"@Bitcoineconprof @DosmanAI Q3 balance sheet"  
[X Link](https://x.com/Franchise9494/status/1767560920295784658)  2024-03-12T14:38Z [---] followers, [--] engagements


"@Bitcoineconprof @DosmanAI Their My Gox claims is essentially BTC as well and it's present value should be around [---] million USD"  
[X Link](https://x.com/Franchise9494/status/1767576790434758742)  2024-03-12T15:42Z [---] followers, [--] engagements


"@DosmanAI Look at the derivatives on the balance sheet. Q3. They set themselves up and based on the commentary their research staff was posting on twitter my guess is those are BTC underlying and the levered gains will be big"  
[X Link](https://x.com/Franchise9494/status/1767617723305976282)  2024-03-12T18:24Z [---] followers, [--] engagements


"@cryptoby_ @Ben_Kim No they don't own much not the assets under management. Those are assets that they manage for people"  
[X Link](https://x.com/Franchise9494/status/1768039986840977594)  2024-03-13T22:22Z [---] followers, [--] engagements


"@cryptoby_ @Ben_Kim They own a portion of the VC fund that they seeded and a small percentage of galaxy interactive fund"  
[X Link](https://x.com/Franchise9494/status/1768040157238735068)  2024-03-13T22:23Z [---] followers, [--] engagements


"@metroboehmin @trevor69927570 I understand the rule. The issue being galaxy already reports holdings marked to market. If they went to Nasdaq before this would have been a big issue. I'll dig in more here but it's plain as day on balance sheets that crypto is marked to market"  
[X Link](https://x.com/Franchise9494/status/1769395520139608347)  2024-03-17T16:09Z [---] followers, [---] engagements


"@metroboehmin @trevor69927570 So IFRS allows FMV of crypto assets on the balance sheet minus the expense it would be to sell. As a TSX reporting company Galaxy has always utilized this"  
[X Link](https://x.com/Franchise9494/status/1769397229352030308)  2024-03-17T16:15Z [---] followers, [---] engagements


"@theBTCMiningGuy @sebastian_ski @LuxorTechnology Hopefully you can get to a focus on valuing the actual business. As all the negative sentiment you see on twitter is retail traders not understanding the business and simply looking at BTC on balance sheet"  
[X Link](https://x.com/Franchise9494/status/1769803382233989543)  2024-03-18T19:09Z [---] followers, [--] engagements


"@PeterSchiff @PeterMcCormack Ahh. Tether fud. Is that where we are at now Peter"  
[X Link](https://x.com/Franchise9494/status/1770105381244588475)  2024-03-19T15:09Z [---] followers, [--] engagements


"@talesftf @TidefallCapital Ya cause trading at roughly 30x forward is bubble territory. You realize it has the same valuation as apple yet actually grows top and bottom lines explosively right"  
[X Link](https://x.com/Franchise9494/status/1770226592494547431)  2024-03-19T23:11Z [---] followers, [--] engagements


"@MadMeerHoff @theBTCMiningGuy @CleanSpark_Inc @MarathonDH So your theory is based on ATHs only What's to say one was significantly overvalued when it hits it's previous all time high. If you want to compare apples to oranges there are better ways"  
[X Link](https://x.com/Franchise9494/status/1770550905886146590)  2024-03-20T20:40Z [---] followers, [---] engagements


"@SullyWoodCM And they bailed them all out the last [--] cycles. Hut bitfarms argo all bailed out by galaxy over the last [--] years"  
[X Link](https://x.com/Franchise9494/status/1770936656377389222)  2024-03-21T22:12Z [---] followers, [--] engagements


"@ramahluwalia @BobEUnlimited As level [--] financial assets these should be mandated to be carried at a pretty substantial discount on the balance sheet"  
[X Link](https://x.com/Franchise9494/status/1772395171524547041)  2024-03-25T22:48Z [---] followers, [--] engagements


"@Vinyle_mobile Leads to clearing houses and smart contract settlements of bonds and stocks upon tokenization. I'm assuming the US DTCC is on board too due to GK8 relationship previously with Securrency"  
[X Link](https://x.com/Franchise9494/status/1772607849878651313)  2024-03-26T12:53Z [---] followers, [---] engagements


"@hutzut Look at derivs and as well not a ProShares position in BTC futures for [--] million"  
[X Link](https://x.com/Franchise9494/status/1773027134937706761)  2024-03-27T16:39Z [---] followers, [---] engagements


"@blipsandchitz23 @Vinyle_mobile @cferraro06 PFIC has been around forever with this stock it's not new and not something you'd talk about on an earnings call. Galaxy is classified as a PFIC for us residents until the redomicile in Delaware"  
[X Link](https://x.com/Franchise9494/status/1773452962985115993)  2024-03-28T20:51Z [---] followers, [--] engagements


"@Ben_Kim @Vinyle_mobile [--]. Galaxy's book is heavily slanted towards private equity. Book does not necessarily expand at the same pace. [--]. Does TAM of Digital assets expand based on meme or infrastructure. Ex out all shit coins. [--]. What percentage of Tokenization TAM can glxy capture"  
[X Link](https://x.com/Franchise9494/status/1774804464890761525)  2024-04-01T14:22Z [---] followers, [---] engagements


"@Ben_Kim @Vinyle_mobile [--]. What type of multiple is proper. One could argue 1.5x to 2x book based on MS and GS (not me I think TAM growing too fast deserves a higher premium) I think the key here is you can't just guess where crypto market cap goes and then peg in galaxy. [--] years ago sure. Not now"  
[X Link](https://x.com/Franchise9494/status/1774805069663232094)  2024-04-01T14:24Z [---] followers, [----] engagements


"@ncbtrades Galaxy has ethereum ETFs through CI"  
[X Link](https://x.com/Franchise9494/status/1776240863930204473)  2024-04-05T13:29Z [---] followers, [---] engagements


"@SawyerMerritt Morgan Stanley are the ones who underwrite and loaned capital for the twitter purchase right Just saying"  
[X Link](https://x.com/Franchise9494/status/1776634336051126733)  2024-04-06T15:33Z [---] followers, [--] engagements


"@ChrisJe02558154 @_JimmyStonks Doesn't have to do with Nasdaq. It's the corp structure and domiciled in cayman islands I believe"  
[X Link](https://x.com/Franchise9494/status/1777378108716224960)  2024-04-08T16:48Z [---] followers, [--] engagements


"@TradesBen @hdcharting Building out tokenization will require upping staff for compliance. so there's that too. Q1 call is going to be very good. VC action has been picking up with large deals happening again could finally unchain the valuation metrics on galaxy's private equity holdings"  
[X Link](https://x.com/Franchise9494/status/1778029595830149357)  2024-04-10T11:57Z [---] followers, [--] engagements


"@intangiblecoins My chainlink is clearly a ponzi lol. Only galaxy is allowed to be down [--] in a day 🤣"  
[X Link](https://x.com/Franchise9494/status/1778861808570224926)  2024-04-12T19:04Z [---] followers, [---] engagements


"@JustSayn16 Lol you don't know how capital markets work clearly"  
[X Link](https://x.com/Franchise9494/status/1778898032378978635)  2024-04-12T21:28Z [---] followers, [--] engagements


"@intangiblecoins @MicroStrategy @saylor Still waiting for my invite. I'll provide icecream"  
[X Link](https://x.com/Franchise9494/status/1779929458880733605)  2024-04-15T17:47Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing