#  @SPACuity SPACuity SPACuity posts on X about bitcoin, crypto, ipo, $cccm the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::829322157356355585/interactions)  - [--] Week [------] +202% - [--] Month [------] -43% - [--] Months [-------] -39% - [--] Year [-------] +4,630% ### Mentions: [--] [#](/creator/twitter::829322157356355585/posts_active)  - [--] Week [--] +100% - [--] Month [---] +91% - [--] Months [---] -4.30% - [--] Year [---] +1,887% ### Followers: [-----] [#](/creator/twitter::829322157356355585/followers)  - [--] Week [-----] +0.08% - [--] Month [-----] +1.10% - [--] Months [-----] +9.30% - [--] Year [-----] +29% ### CreatorRank: [---------] [#](/creator/twitter::829322157356355585/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [countries](/list/countries) [nfts](/list/nfts) [exchanges](/list/exchanges) [formula 1](/list/formula-1) [vc firms](/list/vc-firms) **Social topic influence** [bitcoin](/topic/bitcoin), [crypto](/topic/crypto), [ipo](/topic/ipo), [$cccm](/topic/$cccm), [money](/topic/money), [$btcs](/topic/$btcs), [acquisition](/topic/acquisition), [$fgmc](/topic/$fgmc) #1, [$sbet](/topic/$sbet), [$dbdr](/topic/$dbdr) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM)](/topic/$cccm) [BTCS Inc. (BTCS)](/topic/$btcs) [SBET (SBET)](/topic/$sbet) [Ethereum (ETH)](/topic/ethereum) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP)](/topic/$cep) [MEI Pharma, Inc. (MEIP)](/topic/$meip) [Bitcoin Standard Treasury Company (CEPO)](/topic/$cepo) [The Scotts Miracle-Gro Company (SMG)](/topic/$smg) [Nakamoto Games (NAKA)](/topic/$naka) [ProCap BTC (BRR)](/topic/$brr) [pepe in a memes world (PEW)](/topic/$pew) [Litecoin (LTC)](/topic/litecoin) [Strategy (MSTR)](/topic/$mstr) ### Top Social Posts Top posts by engagements in the last [--] hours "@SpacGuru I've been picking away at a few "new" (to me anyway) ones also today. Since my Mom doesn't buy SPACs I can post now instead of in an hour; $DCRBU $BREZU $SGAMU $TMPMU. Also adding to some of my old favorites. All near NAV some overfunded trusts decent warrant coverage" [X Link](https://x.com/SPACuity/status/1336736766322204686) 2020-12-09T18:17Z [----] followers, [--] engagements "$BLUWU For what it is worth I have few insights as to the team or target. That said; $10.20 in cash in trust. One full warrant. [--] months to find a deal or needs to add a dime to the trust per [--] month extension. Trading a smidge over $10.20" [X Link](https://x.com/SPACuity/status/1341442799460335617) 2020-12-22T17:57Z [----] followers, [--] engagements "I feel a little sheepish; saw my $BREZU position disappear this morning. Somehow overlooked that it was an auto unit separation and ETRADE didn't bother to pick up the news release earlier this week. Might be interesting to see how (or if) $BREZ and $BREZW and $BREZR trade today" [X Link](https://x.com/SPACuity/status/1341730569852493828) 2020-12-23T13:01Z [----] followers, [--] engagements "$VTAQU may be worth a look. I've picked away at some today. $10.10 in trust [--] months to do a deal (or another dime for [--] months) a warrant for half a share and a 1/20 right. Do they do a good deal No idea. But once those split. . . you should be able to sell above $10.22" [X Link](https://x.com/SPACuity/status/1342155712324055040) 2020-12-24T17:10Z [----] followers, [--] engagements "So if you like Spring Valley Acq (sustainability yeah); a share $SV costs $10.45. A warrant $SVSVW costs $1.75. A unit $SVSVU (a share and half a warrant) costs $10.75. Tight spreads and liquid not an isolated thing. #YouDoTheMath #SPACArb" [X Link](https://x.com/SPACuity/status/1343611362988208128) 2020-12-28T17:34Z [----] followers, [--] engagements "#SPACs I own as now. I own shares and/or units but will list common ticker unless pre-split. $SPRQ.U $PMVC $SV $HEC $BLUWU $CPSR $FST $DBDR $HOL $AMHC $ACTC $SCVX $NPA $VTAQU $SBG $RAACU $ITAC $PANA $SGAM $DCRB $FTOC $ETAC $FUSE $AACQ $TMPM $CCIV $BTAQ $ATA.U $IGAC $VTAQU $ASPL" [X Link](https://x.com/SPACuity/status/1344425291641454593) 2020-12-30T23:29Z [----] followers, [--] engagements "$GXGX This is what we need to watch out for in SPAC land. Announces deal down 8% right now. This will happen more and more if pre-merge SPACs keep getting bid up. Just too much product out there to keep track of. It can't all go up" [X Link](https://x.com/SPACuity/status/1347519548463984640) 2021-01-08T12:24Z [----] followers, [--] engagements "There's value out there just lots to sift thru. Take $BLUWU. $10.20 in trust [--] months left; extensions only if more $ added to trust. A FULL warrant. Tiny deal and fascinating CEO Joseph Hernandez. . " [X Link](https://x.com/SPACuity/status/1347523734391967744) 2021-01-08T12:41Z [----] followers, [--] engagements "$CPSR Worth a look if you are cheap like me. Getting seasoned could be a deal any time; PIMCO relationship. Just a smidge over NAV ($10.21 close). Solid team. . . but heck they all do right Harder to find values lately. Decent parking place at least. https://capstarspac.com/ https://capstarspac.com/" [X Link](https://x.com/SPACuity/status/1349134205410816004) 2021-01-12T23:20Z [----] followers, [--] engagements "Just a tidbit but for those getting excited by $OGEN their update today states "we added this vaccine candidate as a result of our May [----] acquisition of Noachis Terra." The founder of the vaccine candidate and Noachis Terra Joseph Hernandez CEO of recent SPAC $BLUWU" [X Link](https://x.com/SPACuity/status/1349704105661526017) 2021-01-14T13:05Z [----] followers, [--] engagements "$BLUWU is one of my largest holdings mainly due to price. $10.20 in trust and a full warrant. In three weeks units will split. Based on how SPACs are trading. . . the sum of the parts will not be less than the $10.47 you can buy the unit for" [X Link](https://x.com/SPACuity/status/1349704106550685696) 2021-01-14T13:05Z [----] followers, [--] engagements "SPACuity's Spacfolio 1/14/2020 $FTOC $ETAC $FUSE $FST $BLUWU $SPRQ.U $PMVC $CPSR $SCVX $SV $HOL $ACKIU $AMHC $KWAC.U $RAACU $DBDR $SVOKU $VTAQU $ALTUU $FAII $SWETU $BCYPU $KINZU $FTCVU $ATA.U $TACA.U $TMPM $AACQ $SBG $PNTM.U $ITAC $CFIVU $RTPZ $RTP" [X Link](https://x.com/SPACuity/status/1349794071389335555) 2021-01-14T19:02Z [----] followers, [--] engagements "A value at risk approach is a great way to think about your SPAC holdings. I use this concept myself but have never seen it in chart format until now. We are seeing the highest level of premium ever for pre-deal #SPACs currently. Some trading over 50% premium to NAV (with no "in talks"). Just a reminder that if a bad deal is announced these can drop to NAV at $10 quickly. [-----] shares at $10.25 = [---] shares at $15 risk wise https://t.co/Rjzc4VoGgh We are seeing the highest level of premium ever for pre-deal #SPACs currently. Some trading over 50% premium to NAV (with no "in talks"). Just a" [X Link](https://x.com/SPACuity/status/1351264910496378883) 2021-01-18T20:27Z [----] followers, [--] engagements "@stocktalkweekly $BLUWU. Strip out the likely value the warrant will trade for once units split (full warrant) and stock is trading well below value of the overfunded trust. Will they do a great deal Maybe maybe not. Interesting vaccine connections. Anyway cheapness can be its own catalyst" [X Link](https://x.com/SPACuity/status/1351303487498420234) 2021-01-18T23:00Z [----] followers, [--] engagements "@GroVestor I like them all for different reasons though position sizes vary. Most recent aggressive buy has been $TACA.U; $BLUWU $ETAC very low risk at current levels. $FTOC a great all around candidate.$FUSE further up the risk scale but high possible upside" [X Link](https://x.com/SPACuity/status/1351381021556670467) 2021-01-19T04:08Z [----] followers, [--] engagements "@_Scott_Co One in particular that I like in current range (10.50-10.60) is $taca.u $10.10 in trust half warrant great team (possible 5G target) and unit split imminent. $BLUWU also an overfunded trust with a full warrant very small though. $DBDR is relatively overlooked and overfunded" [X Link](https://x.com/SPACuity/status/1351382758057254913) 2021-01-19T04:15Z [----] followers, [--] engagements "Worth an hour if interested in #SPACs (aside from trading them because they are currently hot). Insights as to the overall landscape and with regard to the Reinvent Technology Partners platform $RTP $RTPZ. Reid Hoffman is an excellent presenter. https://www.youtube.com/watchv=LZJEkJCjeLA&feature=youtu.be https://www.youtube.com/watchv=LZJEkJCjeLA&feature=youtu.be" [X Link](https://x.com/SPACuity/status/1351918978726301697) 2021-01-20T15:46Z [----] followers, [--] engagements "@Finance2Freedom Hmmm; my most recent holdings list some units seem to offer the best values. $DBDR has $10.20 in trust and maybe a blockchain angle. $ETAC. Stuff like $ATA.U $BLUWU. $AMHC might be a sleeper over a year old now barely over NAV https://x.com/SPACuity/status/1351883064994127878s=20 Most recent holdings list fyi. No particular order weightings vary. https://t.co/Lw6wWrCwLN https://x.com/SPACuity/status/1351883064994127878s=20 Most recent holdings list fyi. No particular order weightings vary. https://t.co/Lw6wWrCwLN" [X Link](https://x.com/SPACuity/status/1352058661137489923) 2021-01-21T01:01Z [----] followers, [--] engagements "This market is interesting I'll say that. We are now trying to interpret whether or not the number of 's in a tweet by @chamath narrows down the list of candidates he is hinting at. $AGC currently at an 80% premium to NAV. Three question marks not four Hmm a three ticker SPAC.$RTP (This is not financial advice)😉 Three question marks not four Hmm a three ticker SPAC.$RTP (This is not financial advice)😉" [X Link](https://x.com/SPACuity/status/1352604585312006146) 2021-01-22T13:10Z [----] followers, [--] engagements "@TraderLeeX @TC_Investments Kind of in the same ilk is $SVOKU which includes a share and half a warrant; sustainability/ESG focus (maybe energy maybe not). At $10.75 I struggle seeing it not trading higher by the time units split in a couple weeks - could trade more like $SVSVU prices in a month" [X Link](https://x.com/SPACuity/status/1352783126418878464) 2021-01-23T01:00Z [----] followers, [--] engagements "When $GME was in the $3's this summer I'd not have guessed that within six months it could be subject (without a reverse split) to a $100 intraday drop. Truth is stranger than fiction" [X Link](https://x.com/SPACuity/status/1353758698469011457) 2021-01-25T17:36Z [----] followers, [--] engagements "$KSMT $KSMTW Not telling you to buy. Repeat: Not telling you to buy. But the filing of Kismet [--] and Kismet [--] caught my attention. Russian so be warned. That kept me away so far but. . " [X Link](https://x.com/SPACuity/status/1354078783511392256) 2021-01-26T14:48Z [----] followers, [--] engagements "Premiums to NAV getting cracked. I'm looking for pre-merge names to put on shopping list to upgrade quality of sponsor. $RTP $RTPZ are examples that I think fit the bill but would love to hear about others of similar caliber. Decent read here too. https://a.reinventtechnologypartners.com/investor-relations/perspectives/detail/10099/reinventing-the-spac https://a.reinventtechnologypartners.com/investor-relations/perspectives/detail/10099/reinventing-the-spac" [X Link](https://x.com/SPACuity/status/1354169924135120897) 2021-01-26T20:50Z [----] followers, [--] engagements "@RobEducated Hmm; well largest holdings; $RTP / $RTPZ (higher premium) $ETAC $ATA.U $SVOKU $DBDR.U $HOLUU $AACQ $BLUWU $DUNEU $AMHC $SCVX $PMVC.U. But really not sure there's any secret sauce there; some will hit some won't. I think I add much of my value in the rotation process" [X Link](https://x.com/SPACuity/status/1354197811017953287) 2021-01-26T22:41Z [----] followers, [--] engagements "@CapitalPajama @sandiegosam @altcap $ALTUU $SVOKU $RTP $RTPZ $AGCB. Picked away lightly at a few others. Wasn't nearly as active as I probably should have been some issues loading up positions etc and reluctance to sell many of my holdings I like and were also almost all down. How about you" [X Link](https://x.com/SPACuity/status/1354465844181524487) 2021-01-27T16:26Z [----] followers, [--] engagements "$AGC $AGCB Not massive volume but $AGC in mid $14s and $AGCB at $11.99. I suspect $AGC in-line for a deal first but seems like a sharp differential when considering value-at-risk. . . one is more than twice as risky (drop to NAV). I've been fairly aggressive in buying $AGCB" [X Link](https://x.com/SPACuity/status/1354812430631636997) 2021-01-28T15:23Z [----] followers, [--] engagements "In case you want to know what NOT to do; my biggest buys today were $ACND $ETAC $PNTM.U $RAACU $ATA.U $ACKIU $TMKRU. Continuing my daily exercise of selling premiums and buying lesser premiums (I prefer to buy discounts but those really don't exist at the moment)" [X Link](https://x.com/SPACuity/status/1356362729305595905) 2021-02-01T22:04Z [----] followers, [--] engagements "Seems the WSB crowd is starting to realize that there's a fly in the ointment of trying to manipulate stock prices to astronomically high levels that have zero bearing to reality. It is called. . . new share issuance WHAT THEY CAN DO THAT SOMEONE CALL THE SEC CRIMINAL Sold to you Again and again and again. The good news is pampers may have saved this company RT @OpenOutcrier: $SNDL (-14.0% pre) Sundial Growers Announces US$74.5 Million Registered Offering and Full Utilization of Shelf Registration Statement - PRN https://t.co/8J8MrFxmvj Sold to you Again and again and again. The good news is" [X Link](https://x.com/SPACuity/status/1356590966954733570) 2021-02-02T13:11Z [----] followers, [--] engagements "$BLUWU Unit split potentially Friday (52 days from 12/15 date). $10.20 in trust [--] full warrant (good for [--] share at $11.50). Just a bit over [--] months left on clock (they can extend [--] months for a dime up to twice). At $10.57 you are getting a share at NAV and a $0.37 warrant" [X Link](https://x.com/SPACuity/status/1356669720271945740) 2021-02-02T18:24Z [----] followers, [--] engagements "$DGNR Looks like a good business probably setting achievable expectations and a fair (at $10) valuation considering our financial markets are crazy town. Hmmm. I wonder who will get excited enough by this. Looks like GARP without a big emphasis on the G or the RP @DJohnson_CPA @CCCInfoServices It shows people like only the "unachievable" projections like 70% for the next [---] years whether it's possible or not but that doesn't matter @DJohnson_CPA @CCCInfoServices It shows people like only the "unachievable" projections like 70% for the next [---] years whether it's possible or not but that" [X Link](https://x.com/SPACuity/status/1356966686579167234) 2021-02-03T14:04Z [----] followers, [--] engagements "Seriously don't mind me. I'm just a grumpy old man (well not really old but plenty grumpy). "Back in my day growth companies traded at 10X earnings None of this adjusted non-GAAP EBITDA mumbo jumbo Earnings per share were real earnings and we liked it that way"" [X Link](https://x.com/SPACuity/status/1356972647880548355) 2021-02-03T14:27Z [----] followers, [--] engagements "Playing unit splits continues to be a low-risk approach to generate returns. See $VTAQU today as an example. Grab bag of goodies to get the deal done (overfunded trust full warrant for half share and a 1/20th right). Extremely nice return since IPO on an annualized basis" [X Link](https://x.com/SPACuity/status/1357788344160296960) 2021-02-05T20:29Z [----] followers, [--] engagements "No secrets here it is all in the filings; just doesn't seem fully appreciated by the market in many cases until separate trading starts and arbitrage will keep unit prices from varying too much vs sum of the parts. Helps that floor for common SPAC shares is about $10.10 now" [X Link](https://x.com/SPACuity/status/1357788345028476940) 2021-02-05T20:29Z [----] followers, [--] engagements "May not be super exciting but a little legwork can show you opportunities like these that are fairly high probability and low risk. Another example coming up is $BCYPU. Separate trading scheduled to commence Tuesday. $10.10 trust 1/2 warrant; $10.45 unit price now" [X Link](https://x.com/SPACuity/status/1357788345959665666) 2021-02-05T20:29Z [----] followers, [--] engagements "$BLUWU should split imminently $10.20 trust full warrant $10.67 unit price. $FOXWU a bit out yet but $10.10 NAV full warrant $10.44 unit price. $KWAC.U for $10.60 gets you $10.25 in trust and 3/4 warrant" [X Link](https://x.com/SPACuity/status/1357788346953715718) 2021-02-05T20:29Z [----] followers, [--] engagements "Spacuity's SPACFolio 2/9/21 Top Holdings by weight $PNTM.U ($PNTM) $BLUWU ($BLUW) $ETAC ($ETACU) $AMHC ($AMHCU) $TVACU ($TVAC) $DBDR ($DBDRU) $SVOKU ($SVOK) $PMVC ($PMVC.U) $TMKRU ($TMKR) $DUNEU ($DUNE) $FOXWU ($FOXW) $RAACU ($RAAC) $ENVIU ($ENVI) $AEACU ($AEAC)" [X Link](https://x.com/SPACuity/status/1359103325183111169) 2021-02-09T11:34Z [----] followers, [--] engagements "@exSPACtations Can make some nice and extremely low risk profits doing homework such as this. Not as exciting as a 30% spike to crazytown but far more pleasant than a 30% bath and more sustainable as a strategy" [X Link](https://x.com/SPACuity/status/1359257216906391560) 2021-02-09T21:45Z [----] followers, [--] engagements "SPACuity Investment Approach Realtime Example: $FOXWU (eventually $FOXW $FOXWW). FoxWayne Enterprises Acquisition Corp. (Disclosure: I own units.) (1/8) https://foxwayne.com/ https://foxwayne.com/" [X Link](https://x.com/SPACuity/status/1359549729969999873) 2021-02-10T17:08Z [----] followers, [--] engagements "Flying tulip bulbs. . . er I mean taxis. Joby Aviation to announce $5.7 billion #SPAC deal Lilium and others to follow in banner month for eVTOL industry . https://t.co/KK2zBQYQCl Joby Aviation to announce $5.7 billion #SPAC deal Lilium and others to follow in banner month for eVTOL industry . https://t.co/KK2zBQYQCl" [X Link](https://x.com/SPACuity/status/1360194763052482563) 2021-02-12T11:51Z [----] followers, [--] engagements "$AACQ I'm intrigued to see who wins out today; sellers on strength or folks wanting to be positioned in what feels like it could be the next $DNMR. Risk/reward feels pretty interesting to me sub $13. Deal needs confirming and need to see how close Origin is to commerciality" [X Link](https://x.com/SPACuity/status/1361666087184646148) 2021-02-16T13:17Z [----] followers, [--] engagements "This window isn't going to stay open forever. Here's me to my older $SPACs that haven't announced a deal yet:" [X Link](https://x.com/SPACuity/status/1362022289940877313) 2021-02-17T12:53Z [----] followers, [--] engagements "$DUNEU / $DUNE Upcoming unit split play. Units have half a warrant. SaaS focus. Quality Unclear. Units set to split two days from now. Likely trades higher than current price on that. And no Steph Curry is NOT on the board. (11/19)" [X Link](https://x.com/SPACuity/status/1362098607965495299) 2021-02-17T17:56Z [----] followers, [--] engagements "@ACaldoon I personally recognize I'm going to miss most SPACs so I don't get too worked up if I miss one. Instead I like waiting for one to really scream "BUY ME AMAZING OPPORTUNITY AT THIS PRICE". I'd own any of them at a price. The tough question is what price is appropriate for each" [X Link](https://x.com/SPACuity/status/1363630088902893568) 2021-02-21T23:22Z [----] followers, [--] engagements "@sandiegosam I've been doing more in biotech area lately too some overlap with your names. No warrants but any opinion on $OMEG" [X Link](https://x.com/SPACuity/status/1363654987902038018) 2021-02-22T01:00Z [----] followers, [--] engagements "Some amazing work here; in the craziness of the past couple of days I just saw this now. In case anyone else has been snoozing like me. . . thanks @SPACdaddy for sharing your efforts THE ULTIMATE SPAC RESOURCE IS HERE. There are countless SPACs with incredible mgmt teams. Take your time to read carefully & wait for you entry point. All my SPAC resources will always be 100% free. All I ask if for retweets 🙏 Godspeed SPACheads https://t.co/jDGaTXSFRL THE ULTIMATE SPAC RESOURCE IS HERE. There are countless SPACs with incredible mgmt teams. Take your time to read carefully & wait for you entry" [X Link](https://x.com/SPACuity/status/1364334638009884683) 2021-02-23T22:01Z [----] followers, [--] engagements "@SamGSK I was less active than usual today; I dont think I added anything new. Just trimmed a few holdings that were acting ok and added to some holdings that were down more substantially" [X Link](https://x.com/SPACuity/status/1364349895159783425) 2021-02-23T23:02Z [----] followers, [--] engagements "@SamGSK $EUSGU and $ENVIU were back at tasty buy points. Sustainability SPAC units with half a warrant for $10.75 and under seems attractive. $EVOJU is moving up my holdings list lately. Japan focus seems unique; super cheap" [X Link](https://x.com/SPACuity/status/1364350320361496585) 2021-02-23T23:03Z [----] followers, [--] engagements "@financingsincty @SPACspin Most on the tweet link still apply; $DUNE unit play has played out so I've sold the units I owned though commons could be ok. $RAAC has spiked so scratch that. A few not on the list are $EVOJU $TACA $KINZ $EUSGU. No shortage really to be honest. https://x.com/SPACuity/status/1362098597454635011s=20 SPACuity SPACFolio 2/17/2021 Edition. Details disclaimers attached. Top positions in order. $PNTM.U / $PNTM $FOXWU / $FOXW $DBDR $AMHC $PMVC $DUNEU / $DUNE $ETAC $TMKRU / $TMKR $ENVIU / $ENVI $SWETU / $SWET $AEACU / $AEAC $PHIC $RAAC $TVAC (1/19)" [X Link](https://x.com/SPACuity/status/1364565376764416007) 2021-02-24T13:18Z [----] followers, [--] engagements "@khoops77 I'll reiterate I don't think I have a secret sauce in picking best SPACs though hopefully they perform above average. But more the process of continually buying cheapest decent SPACs and rotating them when they appreciate. Any you really like right now" [X Link](https://x.com/SPACuity/status/1364719898325303297) 2021-02-24T23:32Z [----] followers, [--] engagements "@khoops77 Well $TVAC for one. Also $CCX $RPLA but those might just be sick deals. $BCYP right at $10.10 in trust. But yeah mainly the newer units are where we have the embedded sub cash in trust discount. $AEACU $TMKRU $SWETU $EVOJU type stuff" [X Link](https://x.com/SPACuity/status/1365039304016203777) 2021-02-25T20:41Z [----] followers, [--] engagements "Followup $FOXWU $FOXW; a little over half the target return in half the time (units split early). Approx 3% gain in 2+ weeks. Approx 100% annualized return. Now can see if it appreciates further or rotate that capital into best ideas now. Lots of tasty opps that have sold off. SPACuity Investment Approach Realtime Example: $FOXWU (eventually $FOXW $FOXWW). FoxWayne Enterprises Acquisition Corp. (Disclosure: I own units.) https://t.co/ObWF29aPjJ (1/8) https://t.co/9f2TGT3KdL SPACuity Investment Approach Realtime Example: $FOXWU (eventually $FOXW $FOXWW). FoxWayne Enterprises Acquisition Corp." [X Link](https://x.com/SPACuity/status/1365281523696611334) 2021-02-26T12:44Z [----] followers, [--] engagements "@SPACdoc $SWETU at $10.30-$10.40 has a unique focus super team and half warrant. $AEACU targeting maybe sustainable food brands similar price and warrant coverage. $TMKRU splits Monday restaurants. $PNTM.U $EUSGU an edge in Europe" [X Link](https://x.com/SPACuity/status/1365426072985231365) 2021-02-26T22:18Z [----] followers, [--] engagements "Several ways to differentiate. Unique target area or skill sets Proprietary deal flow History of getting deals closed Forward agreements in place Value to add aside from just a shell to take something public There are others if you care to help brainstorm chime in (3/3)" [X Link](https://x.com/SPACuity/status/1365705491289112577) 2021-02-27T16:48Z [----] followers, [--] engagements "@SPACspin I got some major pushback when I commented once on $JIH being the type of deal that is most likely to actually provide long term positive returns for investors. Maybe not pushback; just laughter. GARAGE DOORS" [X Link](https://x.com/SPACuity/status/1365711482575552512) 2021-02-27T17:12Z [----] followers, [--] engagements "@spacster777 I like $SWETU a lot and own a lot and have bought more today. Half a warrant and a quality SPAC team in my opinion with a unique target. $LEGOU likely too cheap right now given the full warrant included but I don't like their track record. I don't own it personally" [X Link](https://x.com/SPACuity/status/1366481253025865733) 2021-03-01T20:11Z [----] followers, [--] engagements "@spacster777 $TMKRU also is trading as $TMKR and $TMKRW (yesterday they started). $SWETU should be within the next few days" [X Link](https://x.com/SPACuity/status/1366809438368264200) 2021-03-02T17:55Z [----] followers, [--] engagements "Any recent SPAC IPOs worth looking at Any that seem unfairly cheap either due to great team or good warrants coverage/overfunded trust I'm looking to move some $ into units at/near $10 but have not really dug into the recent crop. Too many SPACs need to catch my breath" [X Link](https://x.com/SPACuity/status/1367481020774252546) 2021-03-04T14:24Z [----] followers, [--] engagements "SPACuity SPACfolio 3/5/21 Top [--] in order $PNTM.U / $PNTM $SWETU / $SWET $AEACU / $AEAC $TVACU / $TVAC $PMVC.U / $PMVC $TMKRU / $TMKR $EVOJU / $EVOJ $AMHCU / $AMHC $EUSGU / $EUSG $ENVIU / $ENVI (1/3)" [X Link](https://x.com/SPACuity/status/1367804660229304322) 2021-03-05T11:50Z [----] followers, [--] engagements "@spacgaz @badwolf3 Yes; and you'd probably need to read the terms of the merger agreement to see what they have for minimum cash condition if any" [X Link](https://x.com/SPACuity/status/1372554364448088067) 2021-03-18T14:23Z [----] followers, [--] engagements "SPACuity SPACfolio 3/26/21 Top [--] in order $PNTM $AEAC $SWET $TMKR $PMVC $EVOJU / $EVOJ $COVAU / $COVA $ADRA.U / $ADRA $GFX $TVAC (1/4)" [X Link](https://x.com/SPACuity/status/1375394024316624900) 2021-03-26T10:27Z [----] followers, [--] engagements "Consumer SPACs I own currently that PERHAPS could merge with a real business with real current cash flow; $SWET $PMVC $CPSR $AEAC $JCIC $TMKR $BITE $WALDU. There are more. Believe it or not. . . there are a lot of SPACs" [X Link](https://x.com/SPACuity/status/1379518884873654275) 2021-04-06T19:38Z [----] followers, [--] engagements "$DBDR Horrible tape for announced deals but this one is worth some digging. Do your own work make your own decisions of course" [X Link](https://x.com/SPACuity/status/1384126418510966784) 2021-04-19T12:47Z [----] followers, [--] engagements "$LOKB supposedly only allocated stock to accounts that "pinky promised" to be long-term holders of the de-SPAC entity. Currently priced for redemptions (along with most of SPAC-land). I guess pinky promises aren't what they are cracked up to be" [X Link](https://x.com/SPACuity/status/1390673393654042625) 2021-05-07T14:22Z [----] followers, [--] engagements "Definitely worth a watch especially if looking for a "glass half-full" view on owning pre-DA SPACs. I agree with Azar's premise and am substantially overweight SPACs targeting Europe (such as $GFX $PNTM $EUSG). Plentiful quality targets fewer SPACs specializing there. Great interview with Makram Azar - we are likely to see a deal within the next several weeks $GFX https://t.co/YkswNuj2df Great interview with Makram Azar - we are likely to see a deal within the next several weeks $GFX https://t.co/YkswNuj2df" [X Link](https://x.com/SPACuity/status/1398310095621083138) 2021-05-28T16:08Z [----] followers, [--] engagements "Current SPAC market in a nutshell. We'll see if the latest enthusiasm can bleed its way into the cheap pre-merge names. It is a little bit but just a trickle so far. Pick your risk tolerance; plenty of SPAC choices across the spectrum. And garbage too. Like a treasure hunt @ShackSpac @Ginkgo I get it. It's hard to keep a lot of $$ in common when other stocks are moving a lot. It feels like dead money. The 'buy SPACs at NAV' trade is over for risk takers but it is still a great investment for the risk averse. @ShackSpac @Ginkgo I get it. It's hard to keep a lot of $$ in common when other" [X Link](https://x.com/SPACuity/status/1403408458796384256) 2021-06-11T17:47Z [----] followers, [--] engagements "$THMA Talk about being in The Matrix. Merging with Pear Therapeutics which will sell smartphone apps to you in place of a bottle of bills. I'm sure getting reimbursement to justify their $1.2 billion valuation will be a hoot. $4 million in revs in [----] but don't worry. BIG" [X Link](https://x.com/SPACuity/status/1407307358636752897) 2021-06-22T11:59Z [----] followers, [--] engagements "$CPSR Your daily moment of SPAC Zen. From PR: "There was no difference in overall side effects compared to placebo."; then compare to page [--] in the powerpoint. Reminds me of Mark Twain's quote about statistics. https://www.gelesis.com/wp-content/uploads/GlowDeck_Final.pdf https://www.gelesis.com/wp-content/uploads/GlowDeck_Final.pdf" [X Link](https://x.com/SPACuity/status/1417140836882657287) 2021-07-19T15:14Z [----] followers, [--] engagements "Vast bulk of my assets are safe in pre-merge SPACs. Discounted TBills with upside. Sometimes I even get bored with them. I do a bit with crypto/NFTs on the side. My favorite/highest conviction NFT project Heroes of Evermore. https://mud.xyz/ https://mud.xyz/" [X Link](https://x.com/SPACuity/status/1445431671503921159) 2021-10-05T16:52Z [----] followers, [--] engagements "Samir Kaul a general partner at Khosla is on the board at $JCIC. He is also on the board at Impossible Foods. Will $JCIC bring Impossible public Unlikely. . . but not impossible. For approximately $10 $JCICU gets you a share plus half a warrant. [--] months in the books" [X Link](https://x.com/SPACuity/status/1445436324224372748) 2021-10-05T17:10Z [----] followers, [--] engagements "@khoops77 @fmyyz80 @SpacGuru @SpacTiger @ajitosu @SpacWarrants @SPACHawk @ev_spacs @spacanpanman @spaccity My warrant exposure is thru units as well; at the moment some of my favorites would be $JCIC $GFX $SWET $PNTM $ERES $FLME $PMVC $TMKR too many to list. Even I'm starting to be tempted by pure warrants. Many "quality" SPACs with [--] cent-ish warrants; hmmmm" [X Link](https://x.com/SPACuity/status/1446319885018091528) 2021-10-08T03:41Z [----] followers, [--] engagements "$GLAQ I'm mainly trading the commons as that's my M.O. However I don't read too much into warrant pricing. . . [--] warrant per share and warrants have had less volume so they are less of the way thru the arb unloading stage. Warrants could lag a move in commons due to that" [X Link](https://x.com/SPACuity/status/1452651135584673798) 2021-10-25T14:59Z [----] followers, [--] engagements "$GLAQ and stocks of its ilk (SPACs in the right environment) is really an ideal scenario. Stock moving from hands of valuation sensitive sellers to to some degree price insensitive buyers. Combine with the "floor" around NAV and the asymmetry is astounding" [X Link](https://x.com/SPACuity/status/1452665413003849734) 2021-10-25T15:56Z [----] followers, [--] engagements "$GLAQ Now I'm not writing this one off yet by any means. But action so far a perfect example of the risk/reward. Just more of the risk side ha. $DWAC and $BENE down 30%+ since the open; $GLAQ approximately flat. Nice to have mistakes that don't cost anything" [X Link](https://x.com/SPACuity/status/1452702574717538304) 2021-10-25T18:24Z [----] followers, [--] engagements "@Mindwalletbody Hmmm. I own gobs of $JCIC (the units $JCICU so I guess warrants by default) so I'd love to think that is relevant. That said in reading Gillian Tan's article I didn't get the impression that Impossible's fundraise was tied into a SPAC transaction. Hope I'm wrong. Thoughts" [X Link](https://x.com/SPACuity/status/1453829261752680449) 2021-10-28T21:01Z [----] followers, [--] engagements "$DCRN Seems to have the right recipe to possibly punch materially upward thru NAV. Feels like this may just be a few days behind $DMYQ and $SNII in doing that. Super low risk at $10.05 if it doesn't follow suit. Maybe not sexy enough for everyone but risk/reward here is 🔥" [X Link](https://x.com/SPACuity/status/1457758056155160581) 2021-11-08T17:12Z [----] followers, [--] engagements "$PIPP Traded as high as $13 yesterday aftermarket. This morning $10.27 X $10.32. Be cautious out there folks. Thanks Reddit" [X Link](https://x.com/SPACuity/status/1460583743559802881) 2021-11-16T12:21Z [----] followers, [--] engagements "Generalizations of the SPAC deals today based on analyzing the type of trading volume; retail is buying $CFVI. Institutions are buying $ACTD. And neither are buying $BOAS" [X Link](https://x.com/SPACuity/status/1466408939520770055) 2021-12-02T14:08Z [----] followers, [--] engagements "The current SPAC state of affairs. $BRKHU IPO yesterday. $10.15 in trust. [--] months. [--] FULL warrant (for a FULL share). $9.98 price. Might be time to just go complete SPAC arb and go fishing for a year. Or golfing. Or traveling. Whatever your thing is" [X Link](https://x.com/SPACuity/status/1470867047483686924) 2021-12-14T21:23Z [----] followers, [--] engagements "Recent SPAC IPOs are offering much better economics for investors. Not just overfunded trusts and higher warrant coverage; but better terms on those warrants (the $10 redemption provision has almost disappeared). Occasionally rights as well. And shorter clocks" [X Link](https://x.com/SPACuity/status/1471614549509951494) 2021-12-16T22:53Z [----] followers, [--] engagements "Of today's [--] SPAC mergers announced so far $GLAQ $ITHX $LNFA ; I'm most intrigued by the one that has NOT disclosed any financials or presentation. That's not saying much" [X Link](https://x.com/SPACuity/status/1472901903310807042) 2021-12-20T12:09Z [----] followers, [--] engagements "Big day for SPACs today; warrants have already corrected sharply and the $BTAQ liquidation is sending another dose of reality to SPAC investors. Likely that SPACs as an asset class have peaked in $$ amount/numbers or close to it; SPAC shares are too attractive. . . (1/5)" [X Link](https://x.com/SPACuity/status/1490690509395963908) 2022-02-07T14:14Z [----] followers, [--] engagements "@ajitosu @thurgood94 What is your prediction for liquidations over the next [--] years Just a ballpark guess" [X Link](https://x.com/SPACuity/status/1490794313537753089) 2022-02-07T21:07Z [----] followers, [--] engagements "@master_warrant Doesn't seem to match though does it Cash in trust doesn't match (not by a long shot) and $SCVX said their potential target is a leader in ESG. If I had to guess on dance partner for HUB (likely incorrectly) I'd go with $FNVT - trust size matches as does Israeli focus" [X Link](https://x.com/SPACuity/status/1498322432062545928) 2022-02-28T15:41Z [----] followers, [--] engagements "@master_warrant Yeah I assume that was a bit of a ploy to keep people from redeeming; not that it proved particularly helpful. I used to have really high hopes for $SCVX they were trying to accomplish something unique (multiple acquisitions to build a company). Too bad it didn't work out" [X Link](https://x.com/SPACuity/status/1498356833261694978) 2022-02-28T17:58Z [----] followers, [--] engagements "@SWMichTrader @EggPlatypus @GaryGensler $PMVC had some language about maybe selling the SPAC to someone else. Not definitive but had as a disclaimer. Also discussed bribing holders with founders shares to not redeem. Doubt that'll help the little guy but these SPACs will try to live to fight another day if they can" [X Link](https://x.com/SPACuity/status/1525212990861152256) 2022-05-13T20:34Z [----] followers, [--] engagements "@SPACspin @SWMichTrader @peony_king $BMAC $ROC $AMAO all worth having on the radar for possibly oil and gas deals but I don't have any great insights here. Problem is most oil and gas guys are sketchy to begin with. Throw in a SPAC and you've got room for trouble. $BREZ was supposed to go oil and gas. Ha" [X Link](https://x.com/SPACuity/status/1534611124443914241) 2022-06-08T18:59Z [----] followers, [--] engagements "@boardroomalpha $PMVC didn't actually have a vote on an extension. They'd filed some preliminary documents to that regard but never finalized a vote or details" [X Link](https://x.com/SPACuity/status/1537411070918279175) 2022-06-16T12:25Z [----] followers, [--] engagements "Per their 10-Q; $FST to liquidate. And keep all the settlement money for themselves. Can't say I'm surprised in the slightest but still pretty sketchy. They are however taking a victory lap in saying they won't take the $100000 for dissolution expenses that they are entitled to" [X Link](https://x.com/SPACuity/status/1554792426648346631) 2022-08-03T11:32Z [----] followers, [--] engagements "@Roth_Overlord @arcticstocks @SWMichTrader I still wouldn't rule this out completely. $JCIC and $FLAC for example in their just filed Q's showed HUGE spikes in Q2 spend. The timing didn't quite work out (announcements hit a little while before the Q was filed) but suggests there still is logic to considering G&A" [X Link](https://x.com/SPACuity/status/1560005938215534592) 2022-08-17T20:49Z [----] followers, [--] engagements "@ajitosu @SPACspin But if we can just get that pop to [--] cents on liquidation news like BTAQ it's a hundred bagger from here" [X Link](https://x.com/SPACuity/status/1561815131151126528) 2022-08-22T20:38Z [----] followers, [--] engagements "$ETAC Letter to shareholders; https://www.sec.gov/Archives/edgar/data/1814728/000119312522226493/d269208dex992.htm https://www.sec.gov/Archives/edgar/data/1814728/000119312522226493/d269208dex992.htm" [X Link](https://x.com/SPACuity/status/1561818758192185345) 2022-08-22T20:53Z [----] followers, [--] engagements "I'm waiting for the first $SLCR tweets. Don't disappoint me Twitter" [X Link](https://x.com/SPACuity/status/1564357609007767558) 2022-08-29T21:01Z [----] followers, [--] engagements "$SLCR Not my expertise but. . . the NAV "floor" (assuming deal closes) disappeared a couple weeks ago. As of [--] minutes ago the "ceiling" (redemption reversal deadline) was removed. Feels to me like the very short term risk/reward is now skewed towards the reward side" [X Link](https://x.com/SPACuity/status/1564364383110795271) 2022-08-29T21:28Z [----] followers, [--] engagements "SPAC arb; $GIW; yeah probably junk. But $10.157 NAV. [---] cents being added to trust on a monthly basis probably thru February. Has a target disclosed. Worst case north of 5% yield - maybe more if they still have trust in interest yielding instruments. Theoretical upside too" [X Link](https://x.com/SPACuity/status/1564667743990910979) 2022-08-30T17:33Z [----] followers, [--] engagements "Hey another DA today $IGAC In my opinion the word "Yorkville" in the press release says it all" [X Link](https://x.com/SPACuity/status/1572909466206572544) 2022-09-22T11:23Z [----] followers, [--] engagements "Where's an emergency Fed rate cut when we could use it" [X Link](https://x.com/SPACuity/status/1572950949781463046) 2022-09-22T14:08Z [----] followers, [--] engagements "@OddDiligence @EggPlatypus @JohnHRuiz I bet a few holders might like to cleanse themselves of the alphabet soup that is MSPR MSPRW and MSPRZ. Not financial advice of course" [X Link](https://x.com/SPACuity/status/1576917419754680320) 2022-10-03T12:49Z [----] followers, [--] engagements "$EGGF Main reason I believe warrants are undervalued is because of the high odds of closing. Note: "sovereign wealth and U.S. institutional investors are providing $85 million to flyExclusive via the purchase of convertible notes" (thread)" [X Link](https://x.com/SPACuity/status/1582374542462562304) 2022-10-18T14:14Z [----] followers, [--] engagements "@BPHhasbeentaken And I hate biotech. But Oculis for $EBAC at least has some real assets late-stage as opposed to the bench science that most of these scumbag SPACs are banking. This reminds me more of $FLAC target and those warrants are much higher" [X Link](https://x.com/SPACuity/status/1582376982536679424) 2022-10-18T14:24Z [----] followers, [--] engagements "@BPHhasbeentaken I really thought $TMPM was likely to come through with something so I gave those warrants a whirl at [--] cents. Not shocked but annoyed when they opted to liquidate" [X Link](https://x.com/SPACuity/status/1582377188774772736) 2022-10-18T14:24Z [----] followers, [--] engagements "@OddDiligence @SPACspin What's your take on the $EGGF deal and in particular the warrants here" [X Link](https://x.com/SPACuity/status/1582378160871526406) 2022-10-18T14:28Z [----] followers, [--] engagements "$EGGF Arb sellers have been leaning on the warrants past couple of days alternately between big offers and algorithmic hitting of the bid (thus my confidence that it is an arb seller). Who knows if we see buyers step up in enough size to clean them out; I've been doing my part" [X Link](https://x.com/SPACuity/status/1582451775751479296) 2022-10-18T19:21Z [----] followers, [--] engagements "@EricTheUmpire Eh please don't hit buy on my account ha Still a minefield out there. But yeah this $EGGF and $EBAC are two of the better ones I've seen in recent weeks. I liked $HZON too and bid for the warrants premarket but they ran over [--] cents far more quickly than I expected" [X Link](https://x.com/SPACuity/status/1582495675912458240) 2022-10-18T22:15Z [----] followers, [--] engagements "@SPACspin @EricTheUmpire" [X Link](https://x.com/SPACuity/status/1615399120067239936) 2023-01-17T17:22Z [----] followers, [---] engagements "@BPHhasbeentaken Hey Congrats on the OCSAW Hope you are doing well" [X Link](https://x.com/SPACuity/status/1693849137983205508) 2023-08-22T04:54Z [----] followers, [--] engagements "@Spac__Trader Hmm; per the proxy; "liquidation will be approximately $10.93 per share (assuming twelve (12) one-month extensions without taking into account any interest)."" [X Link](https://x.com/SPACuity/status/1704173306159468992) 2023-09-19T16:39Z [----] followers, [---] engagements "Genuinely curious for help understanding what I'm missing so far re: $CMPOF RIV Capital (own some as of today). Combining with Cansortium $CNTMF. Backed by Scotts Miracle Gro $SMG" [X Link](https://x.com/SPACuity/status/1796220914759008317) 2024-05-30T16:43Z [----] followers, [----] engagements "Investor presentation on transaction here; https://investors.getfluent.com/static-files/7d50ce93-f9ae-445c-9f7f-caa9d08e39f6 https://investors.getfluent.com/static-files/7d50ce93-f9ae-445c-9f7f-caa9d08e39f6" [X Link](https://x.com/SPACuity/status/1796220916541661487) 2024-05-30T16:43Z [----] followers, [--] engagements "What intrigues me most; $SMG is wiping away $175 million of notes they own and converting to stock (at MUCH higher implied levels). Combined entity pro forma will have $74 million in cash $105 million in revs $27 million in EBITDA and actually a small NET CASH position" [X Link](https://x.com/SPACuity/status/1796220918361915841) 2024-05-30T16:43Z [----] followers, [---] engagements "Deal press release here; https://www.rivcapital.com/newsroom/company-news/news-details/2024/05/30/cansortium-and-riv-capital-announce-business-combination https://www.rivcapital.com/newsroom/company-news/news-details/2024/05/30/cansortium-and-riv-capital-announce-business-combination" [X Link](https://x.com/SPACuity/status/1796220922065489952) 2024-05-30T16:43Z [----] followers, [--] engagements "Scotts Miracle Gro $SMG press release here; https://scottsmiraclegro.gcs-web.com/news-releases/news-release-details/scottsmiracle-gro-poised-advance-cannabis-strategy-new-york https://scottsmiraclegro.gcs-web.com/news-releases/news-release-details/scottsmiracle-gro-poised-advance-cannabis-strategy-new-york" [X Link](https://x.com/SPACuity/status/1796220923806122028) 2024-05-30T16:43Z [----] followers, [---] engagements "Can buy $CNPOF for approx. [--] cents a share now; which assuming deal closure equates to [-----] shares $CNTMF ; based on a [--] cent $CNTMF price (still halted) $CNPOF worth just under [--] cents a share 50% upside from here" [X Link](https://x.com/SPACuity/status/1796220925685150078) 2024-05-30T16:43Z [----] followers, [---] engagements "Seems interesting to me based on both a BIG merger discount right now (perhaps explained by $CNTMF still being halted; we'll see where it shakes out once it unhalts); also based on the fundamental story of the combined entity" [X Link](https://x.com/SPACuity/status/1796220927480332750) 2024-05-30T16:43Z [----] followers, [---] engagements "I don't know how long I'll stick with owning it full disclosure; I keep names like this on a very short leash. But I'm genuinely intrigued and a little perplexed why $CNPOF can still be had for the current price. Thoughts" [X Link](https://x.com/SPACuity/status/1796220929220964412) 2024-05-30T16:43Z [----] followers, [---] engagements "I'm definitely not suggesting there should be perfectly efficient markets especially when we've got two OTC/Canadian entities in the cannabis space merging together ha. Certainly lots of risk here and I'm not telling people they should buy" [X Link](https://x.com/SPACuity/status/1796220931402027276) 2024-05-30T16:43Z [----] followers, [---] engagements "That said sure seems like there could be some upside to $CNPOF either on a very short term basis (narrowing of merger price spread) and perhaps fundamentally as well. Seems like $SMG will be a continued supporter. Note: the cannabis industry is NOT my realm of expertise ha" [X Link](https://x.com/SPACuity/status/1796220933054644626) 2024-05-30T16:43Z [----] followers, [---] engagements "@stock_mj The magnitude of the merger spread right now surprises me. Seems like a couple ways to win especially with $CNPOF. Powerful return just to the [-----] share consideration. Not to mention if $CNTMF were to re-rate higher" [X Link](https://x.com/SPACuity/status/1796280284192637069) 2024-05-30T20:39Z [----] followers, [---] engagements "@stock_mj Yeah based on $CNTMF close at $0.1712 $CNPOF would be $0.2131 per share (using the [-----] share exchange ratio). Closed at $0.1296 or 64% upside. Probably can't really be "arbed" effectively but that spread is wildly wide" [X Link](https://x.com/SPACuity/status/1796355373844324775) 2024-05-31T01:37Z [----] followers, [---] engagements "@stock_mj Meanwhile $SMG converting their debt ($175 million Canadian face value) at north of $1.80 (Canadian) per share $CNPOF. Not without risk by any means but sure seems like there are paths to material upside for the shares" [X Link](https://x.com/SPACuity/status/1796356204538843608) 2024-05-31T01:41Z [----] followers, [---] engagements "@cann_vest Footnote buried in the presentation states that it is using original conversion terms ($1.80ish per share Canadian per RIV Capital share blended). All seems to tie out with the percentages. 700m an approximation on my part should be pretty close I think" [X Link](https://x.com/SPACuity/status/1798153613354647896) 2024-06-05T00:43Z [----] followers, [--] engagements "@cann_vest I think I was using [---] million as an estimate of a fully diluted share count for $CNTMF and then given the approximate 50%/50% ownership split between cansortium and $CNPOF (after Hawthorne conversion) thus [---] m total. Approx for round numbers sakes" [X Link](https://x.com/SPACuity/status/1798155456877388190) 2024-06-05T00:50Z [----] followers, [---] engagements "@cann_vest $CNPOF seems too cheap vs $CNTMF but no real way to hedge an arb. Id like to think $CNTMF could deserve to trade higher on the cleaner balance sheet of combined entity then RIV benefits from the uplift from the merger consideration [-----] shares per RIV too" [X Link](https://x.com/SPACuity/status/1798155995623079983) 2024-06-05T00:52Z [----] followers, [---] engagements "@cann_vest Yeah; my only concern (if it weren't to close) is would $SMG be equally supportive with debt forgiveness (which this very nearly is) for an alternate transaction or scenario Assuming it does close could be a nice growth platform with a nice corporate backer" [X Link](https://x.com/SPACuity/status/1798319741037433088) 2024-06-05T11:43Z [----] followers, [--] engagements "I thought it was common knowledge that cats don't abide by daylight savings time. $GME @TheRoaringKitty" [X Link](https://x.com/SPACuity/status/1799114544243245535) 2024-06-07T16:21Z [----] followers, [---] engagements "@stoolpresidente @TheRoaringKitty Fear not Cats don't abide by daylight savings time" [X Link](https://x.com/SPACuity/status/1799115473487073337) 2024-06-07T16:25Z [----] followers, [---] engagements "@stepnotonpets @stoked_on_waves Why was it trading north of $11 for months What changed Were the arb investors wrong then and just figured it out that it should be mid $10s" [X Link](https://x.com/SPACuity/status/1806344538618843425) 2024-06-27T15:11Z [----] followers, [---] engagements "The ungrateful wicked inhabitants of the Heard and McDonald Islands have egregiously maltreated the hard working American people for far too long. The penguins will rape and pillage us NO MORE Tariff them into oblivion for their epic and historic sins against us Trump administration has put a [--] percent tariff on the Heard and McDonald Islands. which has a population of [--] people and is inhabited only by penguins. https://t.co/oSx7LyU0b3 Trump administration has put a [--] percent tariff on the Heard and McDonald Islands. which has a population of [--] people and is inhabited only by penguins." [X Link](https://x.com/SPACuity/status/1907612970940608628) 2025-04-03T01:55Z [----] followers, [---] engagements "I might just be the old man yelling at the clouds. But watch out with junky little stocks announcing positive "news" like $CYCU and $CASK afterhours today. Huge percentage spike and then complete fade. Both have recent stock offerings declared effective within last few days" [X Link](https://x.com/SPACuity/status/1923123631963394060) 2025-05-15T21:09Z [----] followers, [---] engagements "$FGMC $FGMCU $FGMCR interesting but mainly if they announce a deal soon. Structure has taxation (Nevada based) and working capital withdrawals allowed. But yesterday amended to make less egregious and still at more than 3% discount to NAV when group mainly less than 1% disc" [X Link](https://x.com/SPACuity/status/1923127067282977273) 2025-05-15T21:23Z [----] followers, [----] engagements "@blangb @EricTheUmpire @Roth_Overlord I may or may not have just traded emails with his head coach" [X Link](https://x.com/SPACuity/status/1923166430284988759) 2025-05-15T23:59Z [----] followers, [--] engagements "Grok apparently doesn't give a shit. So go nuts" [X Link](https://x.com/SPACuity/status/1923474605764657556) 2025-05-16T20:24Z [----] followers, [---] engagements "(if anyone does care about Grok: "Paying above NAV (Net Asset Value) for a SPAC (Special Purpose Acquisition Company) is generally not considered a smart move but it depends on the specifics. Heres a breakdown: Why Its Often Risky: NAV as a Floor: SPACs typically hold their assets in a trust and the NAV (usually around $10 per share) represents the cash value per share that investors can redeem if the SPAC doesnt complete a merger. Paying above NAV means youre betting on the SPACs future deal which is speculative since most SPACs dont have a target company identified at the IPO stage. High" [X Link](https://x.com/SPACuity/status/1923475097915945465) 2025-05-16T20:26Z [----] followers, [---] engagements "SPAC Arb Idea / Example: $SDHIU This is currently my largest SPAC "arb" holding. Why Recent IPO on April [--]. Should be one of the very next up on the Unit split parade. Priced now at [-----] by [-----] pretty much all you can eat at 10.13" [X Link](https://x.com/SPACuity/status/1924887539640369436) 2025-05-20T17:58Z [----] followers, [----] engagements "He likes Kaspa. On a side note he told me about how he was struggling to get his pool up and running this season. I asked him if he had tried poking any needles into it. I could visibly see him debating whether or not he found that funny. Hopefully he doesnt read this or I might become a human voodoo doll" [X Link](https://x.com/SPACuity/status/1924996261947596946) 2025-05-21T01:10Z [----] followers, [---] engagements "SPAC "Arb" Example: $AIFEU Disclosure I own a bunch. Have been buying for $10.24. Not the highest quality SPAC on earth but. . . you get a common share $AIFE bid at $10.10 (about $10.19 in trust) and a 1/5 right $AIFER trading .16 by .25. Ask keeps reloading at $10.24" [X Link](https://x.com/SPACuity/status/1925264234704691218) 2025-05-21T18:55Z [----] followers, [----] engagements "@mcspacface well he did warn us when he said near the peak of the froth: Im about to fuck some shit up" [X Link](https://x.com/SPACuity/status/1925568772527542565) 2025-05-22T15:05Z [----] followers, [--] engagements "@WCopyright60378 @kirawontmiss Thats zero. Though I can envision this discussion becoming a Twitter rendition of the who is on first routine" [X Link](https://x.com/SPACuity/status/1926804747333365792) 2025-05-26T00:57Z [----] followers, [---] engagements "@chamath Couldnt this also be due to a shift from bond allocation to money market Based on high short term yields and the fright people are experiencing over long duration given the abyss that is government spending I can easily see people parking bond money in money market instead" [X Link](https://x.com/SPACuity/status/1927143690176192526) 2025-05-26T23:23Z [----] followers, [----] engagements "We can debate Ethereum but it is an OG and cornerstone of the crypto space. As the market looks to $SBET as "first mover" in the Ethereum treasury space; the true first mover with a real business to boot is hiding in plain sight. Much cheaper multiple too. $BTCS BTCS was the first public company to embrace Ethereum at the core of our corporate strategyboth as a belief in the future of decentralized infrastructure and as an asset driving innovation in our capital markets. Todays announcement that SharpLink (NASDAQ: $SBET) is launching BTCS was the first public company to embrace Ethereum at" [X Link](https://x.com/SPACuity/status/1927388012217794819) 2025-05-27T15:34Z [----] followers, [----] engagements "I don't know how long this magical money tree of crypto treasury announcements will last; but I own $BTCS as a much more relatively attractive and underfollowed way to invest in this trend. Success of crypto and Ethereum (both its use and value) should lead to $BTCS success" [X Link](https://x.com/SPACuity/status/1927388625651572894) 2025-05-27T15:37Z [----] followers, [---] engagements "I get that $SBET is thin. But pay 8X NAV for money yet to be deployed into Ethereum Or pay a substantially lower multiple for a company with a real business that already has an Ethereum treasury and financing lined up to add even more which converts into stock at $5.85. $BTCS Congratulations to SharpLink (Nasdaq: $SBET) @Consensys and @ethereumJoseph on a landmark $425M $ETH treasury announcement. At $BTCS weve long believed Ethereum would play a foundational role in the next wave of financial infrastructure and capital markets. Todays news is Congratulations to SharpLink (Nasdaq: $SBET)" [X Link](https://x.com/SPACuity/status/1927395888114073800) 2025-05-27T16:06Z [----] followers, [----] engagements "To put in perspective; $SBET raising equity at $6.15 to buy Ethereum currently trading for $45+. Or $BTCS raising convertible debt which converts at $5.85 already owns a bunch of Ethereum and has a real business and trading for $3.50. It may not be that simple. Or maybe it is" [X Link](https://x.com/SPACuity/status/1927397009683517482) 2025-05-27T16:10Z [----] followers, [----] engagements "The nice thing about $SBET raising $425 million to buy Ethereum; its success no matter what the degree should only serve to validate and bring attention to $BTCS who is ahead of the curve on building an Ethereum warchest. [-----] ETH as of May [--] for $BTCS and funding for more Them: "When is the ETH Microstrategy going live" Us: "@NasdaqBTCS has been around for a while buddy" Them: "When is the ETH Microstrategy going live" Us: "@NasdaqBTCS has been around for a while buddy"" [X Link](https://x.com/SPACuity/status/1927427611912704122) 2025-05-27T18:12Z [----] followers, [---] engagements "Nice to see $BTCS actually appears more interested in building a business and in building shareholder value than they are in trying to pump their stock. Combined with insider buying; definitely a good name to consider if the crypto trade continues to gain traction @SolarEtherPunk @ethereumfndn @VitalikButerin @NasdaqBTCS Name is relevant BTCS -- Blockchain Technology Concensus Solutions. We are so much more than an eth digital treasury strategy thats a byproduct of our node ops and block building opperation. 80% of Q1 revenue was ETH block building. Anyway hear you that is lost on most and we" [X Link](https://x.com/SPACuity/status/1927428670911664440) 2025-05-27T18:16Z [----] followers, [---] engagements "Not a bad resume for $BTCS. No guarantee it works but has a lot of legitimacy which only should continue to be validated by the investments of others in crypto (bitcoin ethereum or otherwise). @ethereum Appreciate the mention 👀 BTCSshort for Blockchain Technology Consensus Solutionshas been building on Ethereum since the early days: In [----] we became the first public company to mine ETH using GPU minersETH was $7 and our cost basis was $4. In [----] we leveraged our @ethereum Appreciate the mention 👀 BTCSshort for Blockchain Technology Consensus Solutionshas been building on Ethereum since" [X Link](https://x.com/SPACuity/status/1927429321859141762) 2025-05-27T18:18Z [----] followers, [---] engagements "Nice write-up. Definitely will be seen as the "go-to" Ethereum treasury name and rightfully so given the leadership and the size of the PIPE. That said $BTCS is a bit ahead of them. Owns [-----] ETH as of last update; lower multiple to NAV; and a real Ethereum based business to boot" [X Link](https://x.com/SPACuity/status/1927514406004404405) 2025-05-27T23:57Z [----] followers, [----] engagements "@RyanSAdams @ethereumJoseph $BTCS another beneficiary. They've been doing it longer trade at a lower price to NAV and as of last update hold [-----] ETH plus an ethereum based business model. Hopefully rising tide lifts all boat; Ethereum could use the validation" [X Link](https://x.com/SPACuity/status/1927517584187945198) 2025-05-28T00:09Z [----] followers, [---] engagements "@marginofdanger @RyanSAdams @ethereumJoseph Haha. Not quite but point taken. Back to one and done posts on SPAC arb names baby" [X Link](https://x.com/SPACuity/status/1927523266618614117) 2025-05-28T00:32Z [----] followers, [--] engagements "Thoughts on crypto treasury companies. First I'll admit the concept is sort of dumb. Holding a cryptocurrency isn't a business it is financial engineering. That said the markets go 'round based often on financial engineering as much as anything. (1/12)" [X Link](https://x.com/SPACuity/status/1928127165574377882) 2025-05-29T16:31Z [----] followers, [----] engagements "@leevalueroach @0xMaxFrancoeur And then the CEO lives to a ripe old age of [---] out of spite" [X Link](https://x.com/SPACuity/status/1928591834038563202) 2025-05-30T23:18Z [----] followers, [--] engagements "It is yet to be seen how broadbased this phenomenon will be; but the option value is huge. Suddenly SPACs arent just a fixed income substitute but rather demonstrate some of the equity optionality they used to last cycle. (2/5)" [X Link](https://x.com/SPACuity/status/1930047981224636660) 2025-06-03T23:44Z [----] followers, [---] engagements "Investing in the space I liken to a book series I liked as a kid; Choose Your Own Adventure (3/5)" [X Link](https://x.com/SPACuity/status/1930047982608756893) 2025-06-03T23:44Z [----] followers, [---] engagements "Pick your risk tolerance and theres a valid investment approach. Cheap SPACs below NAV Speculate on an announced merger Warrants Rights Unit split plays All is fair game again. A diligent investor can look to how recent SPACs are trading and play the re-rating in progress in vintage SPACs. (4/5)" [X Link](https://x.com/SPACuity/status/1930047984772792447) 2025-06-03T23:44Z [----] followers, [---] engagements "Remains to be seen if SPACs offer an attractive alternative for companies wanting to go public vs an IPO or merging into a shell perhaps with a big fat PIPE. Or will SPACs continue to mainly be a niche with a few decent ones a lot of trash and gobs of liquidations. (1/3)" [X Link](https://x.com/SPACuity/status/1930054322290937986) 2025-06-04T00:09Z [----] followers, [---] engagements "Last cycle part of the draw was a quicker timeline to going public certainty on pricing and ability to make crazy forward forecasts. Most of those proved false or were proven irrelevant. Theyll need a new sales pitch to get top targets now. (2/3)" [X Link](https://x.com/SPACuity/status/1930054323616264528) 2025-06-04T00:09Z [----] followers, [---] engagements "@Roth_Overlord @ArbProfit I think these trust sizes are just too big. SPACs and bankers get greedy and raise too much money. Just makes everything much more dilutive. Why SPAC when you can find a $2 million mkt cap shell and get a deal done within days. Take $SBET for example" [X Link](https://x.com/SPACuity/status/1930054890015076597) 2025-06-04T00:11Z [----] followers, [---] engagements "@7thDayTrading I appreciate the kind words Ive respected the niche youve found in the redemption space you definitely have a knack for it. Thought I was seeing things yesterday when you posted on $SBXD. Encroaching on my low-risk turf hahahaha" [X Link](https://x.com/SPACuity/status/1930064604261986596) 2025-06-04T00:50Z [----] followers, [---] engagements "@DJohnson_CPA Im super intrigued to follow $NAKA. Would have been more intrigued if I got a crack at the $1.12 equity deal. I have no doubt those folks will do just fine" [X Link](https://x.com/SPACuity/status/1930072177832833386) 2025-06-04T01:20Z [----] followers, [---] engagements "I'm a skeptic on Bitcoin treasury companies (though not a skeptic on Bitcoin). That said I'm surprised at where $BMNR is trading. An AMEX uplist and stock offering (priced at $8 last night) to buy Bitcoin and stock is 10% below deal price. Might it catch on today We'll see" [X Link](https://x.com/SPACuity/status/1930651439744835670) 2025-06-05T15:42Z [----] followers, [----] engagements "Taco Cat Goat Cheese Pizza. $TACO $TACOU got a bit ahead of itself in front of unit split didn't quite justify sum of the parts at least in very short term. A bit spendy but with $CCCMU announcing unit split next week not a bad price here for half a warrant and @adam3us" [X Link](https://x.com/SPACuity/status/1930656177051816129) 2025-06-05T16:01Z [----] followers, [---] engagements "Re: $BMNR ; I'm not sure where ThinkEquity placed those secondary shares (almost an IPO really); but I've got to think they would like this deal to get back at least over $8 if they want a crack at more crypto equity raise banking deals. Still involved. . . for now" [X Link](https://x.com/SPACuity/status/1930656650467082490) 2025-06-05T16:03Z [----] followers, [---] engagements "I do want to clarify here on $FGMC $FGMCU. The structure is "egregious" from the standpoint of an arb guy buying on the IPO (thus the resultant stock action immediately following the deal). From the standpoint of getting a good deal done; this sponsor is MUCH better than most. @marginofdanger Yeah the structure is egregious. They adjusted it a bit in favor of shareholders recently but still can take too much $$$ out of interest income for my liking. And incorporated in Nevada (anyone know why they did that) which adds taxation to the mix too. But discount is heavy @marginofdanger Yeah the" [X Link](https://x.com/SPACuity/status/1930687044935684228) 2025-06-05T18:03Z [----] followers, [---] engagements "@Mindwalletbody Sorry I jinxed it by buying some shares yesterday. You know were at a relative top in SPACs where even Im allocating some capital to something over NAV" [X Link](https://x.com/SPACuity/status/1930806104184725685) 2025-06-06T01:57Z [----] followers, [---] engagements "@Mindwalletbody I also added some $AACT yesterday but threw in the towel for something I liked better today. One autonomous truck SPAC I could handle but two Haha" [X Link](https://x.com/SPACuity/status/1930806627315130497) 2025-06-06T01:59Z [----] followers, [---] engagements "Unit split $CCCMU scheduled for Monday. Often a catalyst for a little uplift in unit price. Not dirt cheap but with the possible crypto angle and half a warrant and director @adam3us - minimal downside from here IMO. Own a bunch; helps that $CCIR has a deal that some like too. $CCCMU While all eyes were on $WENNU. The next Cohen SPAC just went live. @adam3us is a director and crypto is one of their target industries. $CCIR https://t.co/nHSAwcFAyZ $CCCMU While all eyes were on $WENNU. The next Cohen SPAC just went live. @adam3us is a director and crypto is one of their target industries. $CCIR" [X Link](https://x.com/SPACuity/status/1931020990605107511) 2025-06-06T16:10Z [----] followers, [----] engagements "Hard to say exactly how involved @adam3us is in $CCCMU $CCCM -- at least involved enough to tweet a picture of eyeballs haha. @Spac__Trader 👀 @Spac__Trader 👀" [X Link](https://x.com/SPACuity/status/1931021428523999446) 2025-06-06T16:12Z [----] followers, [----] engagements "@ArbProfit @CallsPuts1 Eh two sides to every coin. Ark had less than $300 million in assets in 2016; had $50 billion in February of [----]. Not many benefited from the ride up but a lot got to enjoy the way down That said par for the course for pattern of asset flows" [X Link](https://x.com/SPACuity/status/1931928916979016135) 2025-06-09T04:18Z [----] followers, [--] engagements "I'm trying to be better at reading what the market is telling me and fitting that into investments I'm comfortable with. Am I convinced $GSRT merger target will work No. Is nuclear a powerful theme Is volume in $GSRT increasing Is downside limited and upside substantial" [X Link](https://x.com/SPACuity/status/1932813223587426647) 2025-06-11T14:52Z [----] followers, [----] engagements "@DestinLabs Definitely could be some confusion this sponsor does rights in a fairly unique way. Structure was the same with their SPAC that merged with $BTM I know for a fact that one occasionally was misprogrammed by whatever algos traded it" [X Link](https://x.com/SPACuity/status/1932849493269241995) 2025-06-11T17:16Z [----] followers, [--] engagements "I got cute on $CLBR. I "penny flipped" it. I admit it. That's kind of my jam anyway. I was cautious as a few weeks back there were few recent examples of SPACs moving sustainably over NAV. $GSRT churning through arb shares making notable progress today. Feels like $CLBR did" [X Link](https://x.com/SPACuity/status/1932857266224480738) 2025-06-11T17:47Z [----] followers, [----] engagements ""This is an initial public offering of our securities. Each unit has an offering price of $10.00 and consists of one ClassA ordinary share and one-seventh of one whole right to receive one Class A ordinary share upon the consummation of an initial business combination. No fractional rights will be issued upon separation of the units and only whole rights will trade so unless you purchase at least [--] units you will not be able to receive or trade a whole right"" [X Link](https://x.com/SPACuity/status/1932858642610508053) 2025-06-11T17:53Z [----] followers, [--] engagements "$CCCM interesting price action. Units got the expected uplift on separation; $CCCMU as high as $10.50 today now trading above sum of the parts. Will be interesting if units pull back or if we see shares/warrants uplift from current levels. (50 cent warrant puts units at $10.40)" [X Link](https://x.com/SPACuity/status/1932864972247257351) 2025-06-11T18:18Z [----] followers, [----] engagements "ummm. . . happy to trade ideas with like minds but I'm not going to selectively message certain people my entire current holdings ordered by position weight LOL. I'm a pretty open book. Current larger holdings $FGMCU $GSRT $SDHIU $AACBU a bunch of others at smaller levels. Can change by day though. Lots of rotation usually" [X Link](https://x.com/SPACuity/status/1932867724394287111) 2025-06-11T18:29Z [----] followers, [---] engagements "@Charles_BTCS @SharpLinkGaming @ethereumJoseph doesn't look like they did though assuming they quoted this accurately; "Unless otherwise indicated the number of shares of Common Stock to be outstanding after this offering is based on [--------] shares of Common Stock outstanding as of June [--] 2025"" [X Link](https://x.com/SPACuity/status/1933337207575544261) 2025-06-13T01:34Z [----] followers, [----] engagements "@U5sigma2 In all fairness we really haven't had many "real" companies merge with SPACs in a long time. A handful. I agree this crypto treasury trade will get played out before long; that said I'd rather own a SPAC that owns bitcoin than 90% of the other SPAC "businesses" we've seen" [X Link](https://x.com/SPACuity/status/1933354125162422563) 2025-06-13T02:41Z [----] followers, [---] engagements "@blangb @APompliano @adam3us We'll see how the deal is structured if it happens. But if it is structured well ability to get the SPAC within a rounding error of NAV here still and warrants even at $2 could be pretty meaningful. Not saying it'll do what $CEP has done but by comparison that still is $34" [X Link](https://x.com/SPACuity/status/1933500240595656787) 2025-06-13T12:22Z [----] followers, [---] engagements "At March 31st $10.14 per share in trust. Probably $10.18 or $10.19 now. Why do I like it A variety of reasons. A top reason is the discount. Even the units (with the right) are trading at a dime discount to NAV the shares obviously much more so" [X Link](https://x.com/SPACuity/status/1935019683389841719) 2025-06-17T17:00Z [----] followers, [---] engagements "Negatives They can (and have) take a portion of interest income to fund operating expenses and Nevada domicile brings some taxes into the mix at the corporate level. As a result trust value won't accrue higher as quickly as at other SPACs" [X Link](https://x.com/SPACuity/status/1935019694714667112) 2025-06-17T17:00Z [----] followers, [---] engagements "Ways to win Even announcing a DA good or bad should help narrow the discount to NAV as it would increase odds of a redemption opportunity before Trust deadline. History of this team suggests a good to great deal is possible making me think the rights offer good value" [X Link](https://x.com/SPACuity/status/1935019697012936964) 2025-06-17T17:00Z [----] followers, [---] engagements "Overall with enough patience you can either make a little money a lot of money or something in between -- offering the asymmetric type of opportunity I prefer to allocate capital to" [X Link](https://x.com/SPACuity/status/1935019702297968778) 2025-06-17T17:00Z [----] followers, [---] engagements "Reminder; I do like and own many other SPACs including some at a premium to NAV. But my bread and butter are what I call "arb" plays which by a loose definition are at a discount to NAV. Win a little or win a lot but don't lose" [X Link](https://x.com/SPACuity/status/1935019704516555031) 2025-06-17T17:00Z [----] followers, [---] engagements "@baltajifit @BOXABL @Roth_Overlord On one hand a near term DA should perk up the common a little. I'm not sure what this would do for the rights. Depends on deal structure and pricing. I'd hope this team isn't looking to do a SPAC merger with something that will drop 80%. Plenty of SPACs for that" [X Link](https://x.com/SPACuity/status/1935039951151767837) 2025-06-17T18:20Z [----] followers, [---] engagements "@baltajifit @BOXABL @Roth_Overlord prospectus highlights "artificial intelligence (AI) as well as in the rapidly growing wellness longevity and aesthetics areas"; new CFO @vik_mittal has been tweeting recently about crypto treasury companies so in current tape that would be my hope not sure how likely" [X Link](https://x.com/SPACuity/status/1935050111416934761) 2025-06-17T19:01Z [----] followers, [---] engagements "Just in case this got lost in the shuffle from yesterday. Thanks to @OddDiligence for drawing some more attention to $TACO for good or for ill. 😀 @baltajifit @BOXABL @Roth_Overlord I own smattering of stuff but my holdings list is shrinking as stuff rerates higher. At the moment I'm involved in some of the possible crypto names at mild premiums with splits coming up. $RDAGU ; $WENNU -- also own some $TACO units and warrants in case Vik does crypto https://t.co/v4qzqFk9h4 @baltajifit @BOXABL @Roth_Overlord I own smattering of stuff but my holdings list is shrinking as stuff rerates higher. At" [X Link](https://x.com/SPACuity/status/1935332140964593931) 2025-06-18T13:41Z [----] followers, [---] engagements "Definitely "cheap" if $TACO goes crypto. Lots of reasons to think they might. Also the $10.50 (in first year) warrants are intriguing. Just be careful in case we get stuck with a longevity and wellness deal instead LOL. Some other interesting names approaching unit split with a well defined crypto angle are $WENNU and $RDAGU $TACO is criminally cheap when comparing to other NAV SPACs with crypto or new tech ambitions such as $MBAV $RTAC $CCCM $CEPO $CEPT $DAAQ (i would consider all of these peers in terms of focus/industry/etc) $TACO's sponsor Harry You is a SPAC legend and has done IONQ GENI" [X Link](https://x.com/SPACuity/status/1935333343995785322) 2025-06-18T13:46Z [----] followers, [----] engagements "@JasonKeenX @FengYuUIR So far the merger and shelf filings and everything else seems professionally done. Overhang now with PIPE unlock and maybe ATM. But Id give mgmt the benefit of the doubt in creatively adding value going forward" [X Link](https://x.com/SPACuity/status/1935409552368758960) 2025-06-18T18:49Z [----] followers, [--] engagements "@Naturerwan Fair point the higher the premium at which they trade the more accretion they get. $SBET announced initial buys last Friday of [---------] ETH. They have a shelf including an ATM (we'll see if they use here). We could see a convert or preferred definitely need more powder" [X Link](https://x.com/SPACuity/status/1935722540116406570) 2025-06-19T15:33Z [----] followers, [--] engagements "$NAKA "Investor demand for Nakamoto is incredibly strong. This additional financing was raised in under [--] hours" -- I have to say it helps when you price something at barely a third of what it is trading for the previous day" [X Link](https://x.com/SPACuity/status/1936062906170225148) 2025-06-20T14:05Z [----] followers, [---] engagements "@blangb Yeah nice raise by $CEP; $NAKA still in batshit crazy pricing mode. $CEP is aggressive but a reasonable person can at least make an argument it works from market prices. Heck so could $NAKA but they've got a lot of wood to chop given fully diluted market cap right now" [X Link](https://x.com/SPACuity/status/1936064860057702624) 2025-06-20T14:13Z [----] followers, [---] engagements "SPAC cycle in my opinion driven by issuance. SPACs are attractive so easy to IPO (TBills plus right or warrant for "free" equity optionality). Way too many raised (over [---] last time). Way too few quality private co's so they liquidated or did garbage deals. Issuance key. @SPACuity @JasonKeenX Why do you think there is a SPAC cycle If market dynamics were conducive couldnt SPACs be hot for years Seems like the last cycle mostly died from the increase in interest rates/popping of the tech bubble in [--]. @SPACuity @JasonKeenX Why do you think there is a SPAC cycle If market dynamics were" [X Link](https://x.com/SPACuity/status/1936439602971291886) 2025-06-21T15:02Z [----] followers, [----] engagements "Certainly not as simplistic as presented here in a short tweet and yeah other factors (market/tech bubble bursting) had impact (or at least were correlated) to SPAC demise last time around. But if we get hundreds of newly minted SPACs again. . " [X Link](https://x.com/SPACuity/status/1936440313402548553) 2025-06-21T15:05Z [----] followers, [---] engagements "On flipside hopefully we see increased creativity. Crypto treasury (we'll see how long that last) allows effectively the creation of a new "company" as opposed to needing to find a target. But have to figure out how to handle time lag before funds delivered & dilution" [X Link](https://x.com/SPACuity/status/1936440909744234668) 2025-06-21T15:07Z [----] followers, [---] engagements "@Amena__Bakr Was it over when the Germans bombed Pearl Harbor" [X Link](https://x.com/SPACuity/status/1936666508802842717) 2025-06-22T06:04Z [----] followers, [---] engagements "@blueway5 Buy the rumor sell the news. What's this worth to a common share holder The questions now aren't "will they announce a bitcoin merger" But "what next" "When will it close" "How much dilution is there and what's the NAV"" [X Link](https://x.com/SPACuity/status/1937123067089813902) 2025-06-23T12:18Z [----] followers, [--] engagements "Questions on $CCCM ; how much value going to to target How much to the sponsor How much to the private placement investors What is remaining value to a common shareholder (or warrantholder) Will be tricky if/as premiums to NAV continue to compress in crypto treasury space" [X Link](https://x.com/SPACuity/status/1937126027672584201) 2025-06-23T12:30Z [----] followers, [----] engagements "Don't sleep on $CCCM. I've become a buyer of shares units and warrants. Didn't expect to do so but pricing makes this intriguing for the bitcoin torque both pre-close and post. Pre-close still have a put on shares" [X Link](https://x.com/SPACuity/status/1937146119600910812) 2025-06-23T13:50Z [----] followers, [----] engagements "Let's get after $CCCM relentlessly. Bitcoin is the new hurdle rate. $CCCM Bitcoin is the new hurdle rate. $CCCM" [X Link](https://x.com/SPACuity/status/1937163920067731782) 2025-06-23T15:00Z [----] followers, [----] engagements "@JasonStrom84409 We still need more data to be able to analyze the pro forma for $CCCM. But based on what I know and the built in downside of a pre-merge SPAC I'm favorably inclined at these levels. Admittedly I'm trading around the volatility in the shares and units and warrants today" [X Link](https://x.com/SPACuity/status/1937175452139028918) 2025-06-23T15:46Z [----] followers, [---] engagements "For argument's sake; if $CCCM at [---] mNAV; and if there truly is at least SOME upside exposure (for $CCCM holders) to Bitcoin between now and merger close; and we know we have a $10+ put --- this becomes an interesting vehicle especially pre-close. Interesting after deSPAC too. @stepnotonpets @SPACuity Question from PIPE side is will these break 1.0x mNAV and @APompliano only at 1.5x maybe mNAV . $SQNS is not deploying capital until vote passes as well @stepnotonpets @SPACuity Question from PIPE side is will these break 1.0x mNAV and @APompliano only at 1.5x maybe mNAV . $SQNS is not" [X Link](https://x.com/SPACuity/status/1937197896945869294) 2025-06-23T17:15Z [----] followers, [----] engagements "@richtrades100 Which in a more rational world is about right. I know @saylor likes to talk about selling a $1 for $3 but selling a dollar for a dollar seems more appropriate" [X Link](https://x.com/SPACuity/status/1937334028392169960) 2025-06-24T02:16Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@SPACuity SPACuity
SPACuity posts on X about bitcoin, crypto, ipo, $cccm the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +202%
- [--] Month [------] -43%
- [--] Months [-------] -39%
- [--] Year [-------] +4,630%
Mentions: [--] #
- [--] Week [--] +100%
- [--] Month [---] +91%
- [--] Months [---] -4.30%
- [--] Year [---] +1,887%
Followers: [-----] #
- [--] Week [-----] +0.08%
- [--] Month [-----] +1.10%
- [--] Months [-----] +9.30%
- [--] Year [-----] +29%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks cryptocurrencies technology brands social networks countries nfts exchanges formula 1 vc firms
Social topic influence bitcoin, crypto, ipo, $cccm, money, $btcs, acquisition, $fgmc #1, $sbet, $dbdr
Top assets mentioned Bitcoin (BTC) Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM) BTCS Inc. (BTCS) SBET (SBET) Ethereum (ETH) BITMINE IMMERSION TECH (BMNR) Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP) MEI Pharma, Inc. (MEIP) Bitcoin Standard Treasury Company (CEPO) The Scotts Miracle-Gro Company (SMG) Nakamoto Games (NAKA) ProCap BTC (BRR) pepe in a memes world (PEW) Litecoin (LTC) Strategy (MSTR)
Top Social Posts
Top posts by engagements in the last [--] hours
"@SpacGuru I've been picking away at a few "new" (to me anyway) ones also today. Since my Mom doesn't buy SPACs I can post now instead of in an hour; $DCRBU $BREZU $SGAMU $TMPMU. Also adding to some of my old favorites. All near NAV some overfunded trusts decent warrant coverage"
X Link 2020-12-09T18:17Z [----] followers, [--] engagements
"$BLUWU For what it is worth I have few insights as to the team or target. That said; $10.20 in cash in trust. One full warrant. [--] months to find a deal or needs to add a dime to the trust per [--] month extension. Trading a smidge over $10.20"
X Link 2020-12-22T17:57Z [----] followers, [--] engagements
"I feel a little sheepish; saw my $BREZU position disappear this morning. Somehow overlooked that it was an auto unit separation and ETRADE didn't bother to pick up the news release earlier this week. Might be interesting to see how (or if) $BREZ and $BREZW and $BREZR trade today"
X Link 2020-12-23T13:01Z [----] followers, [--] engagements
"$VTAQU may be worth a look. I've picked away at some today. $10.10 in trust [--] months to do a deal (or another dime for [--] months) a warrant for half a share and a 1/20 right. Do they do a good deal No idea. But once those split. . . you should be able to sell above $10.22"
X Link 2020-12-24T17:10Z [----] followers, [--] engagements
"So if you like Spring Valley Acq (sustainability yeah); a share $SV costs $10.45. A warrant $SVSVW costs $1.75. A unit $SVSVU (a share and half a warrant) costs $10.75. Tight spreads and liquid not an isolated thing. #YouDoTheMath #SPACArb"
X Link 2020-12-28T17:34Z [----] followers, [--] engagements
"#SPACs I own as now. I own shares and/or units but will list common ticker unless pre-split. $SPRQ.U $PMVC $SV $HEC $BLUWU $CPSR $FST $DBDR $HOL $AMHC $ACTC $SCVX $NPA $VTAQU $SBG $RAACU $ITAC $PANA $SGAM $DCRB $FTOC $ETAC $FUSE $AACQ $TMPM $CCIV $BTAQ $ATA.U $IGAC $VTAQU $ASPL"
X Link 2020-12-30T23:29Z [----] followers, [--] engagements
"$GXGX This is what we need to watch out for in SPAC land. Announces deal down 8% right now. This will happen more and more if pre-merge SPACs keep getting bid up. Just too much product out there to keep track of. It can't all go up"
X Link 2021-01-08T12:24Z [----] followers, [--] engagements
"There's value out there just lots to sift thru. Take $BLUWU. $10.20 in trust [--] months left; extensions only if more $ added to trust. A FULL warrant. Tiny deal and fascinating CEO Joseph Hernandez. . "
X Link 2021-01-08T12:41Z [----] followers, [--] engagements
"$CPSR Worth a look if you are cheap like me. Getting seasoned could be a deal any time; PIMCO relationship. Just a smidge over NAV ($10.21 close). Solid team. . . but heck they all do right Harder to find values lately. Decent parking place at least. https://capstarspac.com/ https://capstarspac.com/"
X Link 2021-01-12T23:20Z [----] followers, [--] engagements
"Just a tidbit but for those getting excited by $OGEN their update today states "we added this vaccine candidate as a result of our May [----] acquisition of Noachis Terra." The founder of the vaccine candidate and Noachis Terra Joseph Hernandez CEO of recent SPAC $BLUWU"
X Link 2021-01-14T13:05Z [----] followers, [--] engagements
"$BLUWU is one of my largest holdings mainly due to price. $10.20 in trust and a full warrant. In three weeks units will split. Based on how SPACs are trading. . . the sum of the parts will not be less than the $10.47 you can buy the unit for"
X Link 2021-01-14T13:05Z [----] followers, [--] engagements
"SPACuity's Spacfolio 1/14/2020 $FTOC $ETAC $FUSE $FST $BLUWU $SPRQ.U $PMVC $CPSR $SCVX $SV $HOL $ACKIU $AMHC $KWAC.U $RAACU $DBDR $SVOKU $VTAQU $ALTUU $FAII $SWETU $BCYPU $KINZU $FTCVU $ATA.U $TACA.U $TMPM $AACQ $SBG $PNTM.U $ITAC $CFIVU $RTPZ $RTP"
X Link 2021-01-14T19:02Z [----] followers, [--] engagements
"A value at risk approach is a great way to think about your SPAC holdings. I use this concept myself but have never seen it in chart format until now. We are seeing the highest level of premium ever for pre-deal #SPACs currently. Some trading over 50% premium to NAV (with no "in talks"). Just a reminder that if a bad deal is announced these can drop to NAV at $10 quickly. [-----] shares at $10.25 = [---] shares at $15 risk wise https://t.co/Rjzc4VoGgh We are seeing the highest level of premium ever for pre-deal #SPACs currently. Some trading over 50% premium to NAV (with no "in talks"). Just a"
X Link 2021-01-18T20:27Z [----] followers, [--] engagements
"@stocktalkweekly $BLUWU. Strip out the likely value the warrant will trade for once units split (full warrant) and stock is trading well below value of the overfunded trust. Will they do a great deal Maybe maybe not. Interesting vaccine connections. Anyway cheapness can be its own catalyst"
X Link 2021-01-18T23:00Z [----] followers, [--] engagements
"@GroVestor I like them all for different reasons though position sizes vary. Most recent aggressive buy has been $TACA.U; $BLUWU $ETAC very low risk at current levels. $FTOC a great all around candidate.$FUSE further up the risk scale but high possible upside"
X Link 2021-01-19T04:08Z [----] followers, [--] engagements
"@_Scott_Co One in particular that I like in current range (10.50-10.60) is $taca.u $10.10 in trust half warrant great team (possible 5G target) and unit split imminent. $BLUWU also an overfunded trust with a full warrant very small though. $DBDR is relatively overlooked and overfunded"
X Link 2021-01-19T04:15Z [----] followers, [--] engagements
"Worth an hour if interested in #SPACs (aside from trading them because they are currently hot). Insights as to the overall landscape and with regard to the Reinvent Technology Partners platform $RTP $RTPZ. Reid Hoffman is an excellent presenter. https://www.youtube.com/watchv=LZJEkJCjeLA&feature=youtu.be https://www.youtube.com/watchv=LZJEkJCjeLA&feature=youtu.be"
X Link 2021-01-20T15:46Z [----] followers, [--] engagements
"@Finance2Freedom Hmmm; my most recent holdings list some units seem to offer the best values. $DBDR has $10.20 in trust and maybe a blockchain angle. $ETAC. Stuff like $ATA.U $BLUWU. $AMHC might be a sleeper over a year old now barely over NAV https://x.com/SPACuity/status/1351883064994127878s=20 Most recent holdings list fyi. No particular order weightings vary. https://t.co/Lw6wWrCwLN https://x.com/SPACuity/status/1351883064994127878s=20 Most recent holdings list fyi. No particular order weightings vary. https://t.co/Lw6wWrCwLN"
X Link 2021-01-21T01:01Z [----] followers, [--] engagements
"This market is interesting I'll say that. We are now trying to interpret whether or not the number of 's in a tweet by @chamath narrows down the list of candidates he is hinting at. $AGC currently at an 80% premium to NAV. Three question marks not four Hmm a three ticker SPAC.$RTP (This is not financial advice)😉 Three question marks not four Hmm a three ticker SPAC.$RTP (This is not financial advice)😉"
X Link 2021-01-22T13:10Z [----] followers, [--] engagements
"@TraderLeeX @TC_Investments Kind of in the same ilk is $SVOKU which includes a share and half a warrant; sustainability/ESG focus (maybe energy maybe not). At $10.75 I struggle seeing it not trading higher by the time units split in a couple weeks - could trade more like $SVSVU prices in a month"
X Link 2021-01-23T01:00Z [----] followers, [--] engagements
"When $GME was in the $3's this summer I'd not have guessed that within six months it could be subject (without a reverse split) to a $100 intraday drop. Truth is stranger than fiction"
X Link 2021-01-25T17:36Z [----] followers, [--] engagements
"$KSMT $KSMTW Not telling you to buy. Repeat: Not telling you to buy. But the filing of Kismet [--] and Kismet [--] caught my attention. Russian so be warned. That kept me away so far but. . "
X Link 2021-01-26T14:48Z [----] followers, [--] engagements
"Premiums to NAV getting cracked. I'm looking for pre-merge names to put on shopping list to upgrade quality of sponsor. $RTP $RTPZ are examples that I think fit the bill but would love to hear about others of similar caliber. Decent read here too. https://a.reinventtechnologypartners.com/investor-relations/perspectives/detail/10099/reinventing-the-spac https://a.reinventtechnologypartners.com/investor-relations/perspectives/detail/10099/reinventing-the-spac"
X Link 2021-01-26T20:50Z [----] followers, [--] engagements
"@RobEducated Hmm; well largest holdings; $RTP / $RTPZ (higher premium) $ETAC $ATA.U $SVOKU $DBDR.U $HOLUU $AACQ $BLUWU $DUNEU $AMHC $SCVX $PMVC.U. But really not sure there's any secret sauce there; some will hit some won't. I think I add much of my value in the rotation process"
X Link 2021-01-26T22:41Z [----] followers, [--] engagements
"@CapitalPajama @sandiegosam @altcap $ALTUU $SVOKU $RTP $RTPZ $AGCB. Picked away lightly at a few others. Wasn't nearly as active as I probably should have been some issues loading up positions etc and reluctance to sell many of my holdings I like and were also almost all down. How about you"
X Link 2021-01-27T16:26Z [----] followers, [--] engagements
"$AGC $AGCB Not massive volume but $AGC in mid $14s and $AGCB at $11.99. I suspect $AGC in-line for a deal first but seems like a sharp differential when considering value-at-risk. . . one is more than twice as risky (drop to NAV). I've been fairly aggressive in buying $AGCB"
X Link 2021-01-28T15:23Z [----] followers, [--] engagements
"In case you want to know what NOT to do; my biggest buys today were $ACND $ETAC $PNTM.U $RAACU $ATA.U $ACKIU $TMKRU. Continuing my daily exercise of selling premiums and buying lesser premiums (I prefer to buy discounts but those really don't exist at the moment)"
X Link 2021-02-01T22:04Z [----] followers, [--] engagements
"Seems the WSB crowd is starting to realize that there's a fly in the ointment of trying to manipulate stock prices to astronomically high levels that have zero bearing to reality. It is called. . . new share issuance WHAT THEY CAN DO THAT SOMEONE CALL THE SEC CRIMINAL Sold to you Again and again and again. The good news is pampers may have saved this company RT @OpenOutcrier: $SNDL (-14.0% pre) Sundial Growers Announces US$74.5 Million Registered Offering and Full Utilization of Shelf Registration Statement - PRN https://t.co/8J8MrFxmvj Sold to you Again and again and again. The good news is"
X Link 2021-02-02T13:11Z [----] followers, [--] engagements
"$BLUWU Unit split potentially Friday (52 days from 12/15 date). $10.20 in trust [--] full warrant (good for [--] share at $11.50). Just a bit over [--] months left on clock (they can extend [--] months for a dime up to twice). At $10.57 you are getting a share at NAV and a $0.37 warrant"
X Link 2021-02-02T18:24Z [----] followers, [--] engagements
"$DGNR Looks like a good business probably setting achievable expectations and a fair (at $10) valuation considering our financial markets are crazy town. Hmmm. I wonder who will get excited enough by this. Looks like GARP without a big emphasis on the G or the RP @DJohnson_CPA @CCCInfoServices It shows people like only the "unachievable" projections like 70% for the next [---] years whether it's possible or not but that doesn't matter @DJohnson_CPA @CCCInfoServices It shows people like only the "unachievable" projections like 70% for the next [---] years whether it's possible or not but that"
X Link 2021-02-03T14:04Z [----] followers, [--] engagements
"Seriously don't mind me. I'm just a grumpy old man (well not really old but plenty grumpy). "Back in my day growth companies traded at 10X earnings None of this adjusted non-GAAP EBITDA mumbo jumbo Earnings per share were real earnings and we liked it that way""
X Link 2021-02-03T14:27Z [----] followers, [--] engagements
"Playing unit splits continues to be a low-risk approach to generate returns. See $VTAQU today as an example. Grab bag of goodies to get the deal done (overfunded trust full warrant for half share and a 1/20th right). Extremely nice return since IPO on an annualized basis"
X Link 2021-02-05T20:29Z [----] followers, [--] engagements
"No secrets here it is all in the filings; just doesn't seem fully appreciated by the market in many cases until separate trading starts and arbitrage will keep unit prices from varying too much vs sum of the parts. Helps that floor for common SPAC shares is about $10.10 now"
X Link 2021-02-05T20:29Z [----] followers, [--] engagements
"May not be super exciting but a little legwork can show you opportunities like these that are fairly high probability and low risk. Another example coming up is $BCYPU. Separate trading scheduled to commence Tuesday. $10.10 trust 1/2 warrant; $10.45 unit price now"
X Link 2021-02-05T20:29Z [----] followers, [--] engagements
"$BLUWU should split imminently $10.20 trust full warrant $10.67 unit price. $FOXWU a bit out yet but $10.10 NAV full warrant $10.44 unit price. $KWAC.U for $10.60 gets you $10.25 in trust and 3/4 warrant"
X Link 2021-02-05T20:29Z [----] followers, [--] engagements
"Spacuity's SPACFolio 2/9/21 Top Holdings by weight $PNTM.U ($PNTM) $BLUWU ($BLUW) $ETAC ($ETACU) $AMHC ($AMHCU) $TVACU ($TVAC) $DBDR ($DBDRU) $SVOKU ($SVOK) $PMVC ($PMVC.U) $TMKRU ($TMKR) $DUNEU ($DUNE) $FOXWU ($FOXW) $RAACU ($RAAC) $ENVIU ($ENVI) $AEACU ($AEAC)"
X Link 2021-02-09T11:34Z [----] followers, [--] engagements
"@exSPACtations Can make some nice and extremely low risk profits doing homework such as this. Not as exciting as a 30% spike to crazytown but far more pleasant than a 30% bath and more sustainable as a strategy"
X Link 2021-02-09T21:45Z [----] followers, [--] engagements
"SPACuity Investment Approach Realtime Example: $FOXWU (eventually $FOXW $FOXWW). FoxWayne Enterprises Acquisition Corp. (Disclosure: I own units.) (1/8) https://foxwayne.com/ https://foxwayne.com/"
X Link 2021-02-10T17:08Z [----] followers, [--] engagements
"Flying tulip bulbs. . . er I mean taxis. Joby Aviation to announce $5.7 billion #SPAC deal Lilium and others to follow in banner month for eVTOL industry . https://t.co/KK2zBQYQCl Joby Aviation to announce $5.7 billion #SPAC deal Lilium and others to follow in banner month for eVTOL industry . https://t.co/KK2zBQYQCl"
X Link 2021-02-12T11:51Z [----] followers, [--] engagements
"$AACQ I'm intrigued to see who wins out today; sellers on strength or folks wanting to be positioned in what feels like it could be the next $DNMR. Risk/reward feels pretty interesting to me sub $13. Deal needs confirming and need to see how close Origin is to commerciality"
X Link 2021-02-16T13:17Z [----] followers, [--] engagements
"This window isn't going to stay open forever. Here's me to my older $SPACs that haven't announced a deal yet:"
X Link 2021-02-17T12:53Z [----] followers, [--] engagements
"$DUNEU / $DUNE Upcoming unit split play. Units have half a warrant. SaaS focus. Quality Unclear. Units set to split two days from now. Likely trades higher than current price on that. And no Steph Curry is NOT on the board. (11/19)"
X Link 2021-02-17T17:56Z [----] followers, [--] engagements
"@ACaldoon I personally recognize I'm going to miss most SPACs so I don't get too worked up if I miss one. Instead I like waiting for one to really scream "BUY ME AMAZING OPPORTUNITY AT THIS PRICE". I'd own any of them at a price. The tough question is what price is appropriate for each"
X Link 2021-02-21T23:22Z [----] followers, [--] engagements
"@sandiegosam I've been doing more in biotech area lately too some overlap with your names. No warrants but any opinion on $OMEG"
X Link 2021-02-22T01:00Z [----] followers, [--] engagements
"Some amazing work here; in the craziness of the past couple of days I just saw this now. In case anyone else has been snoozing like me. . . thanks @SPACdaddy for sharing your efforts THE ULTIMATE SPAC RESOURCE IS HERE. There are countless SPACs with incredible mgmt teams. Take your time to read carefully & wait for you entry point. All my SPAC resources will always be 100% free. All I ask if for retweets 🙏 Godspeed SPACheads https://t.co/jDGaTXSFRL THE ULTIMATE SPAC RESOURCE IS HERE. There are countless SPACs with incredible mgmt teams. Take your time to read carefully & wait for you entry"
X Link 2021-02-23T22:01Z [----] followers, [--] engagements
"@SamGSK I was less active than usual today; I dont think I added anything new. Just trimmed a few holdings that were acting ok and added to some holdings that were down more substantially"
X Link 2021-02-23T23:02Z [----] followers, [--] engagements
"@SamGSK $EUSGU and $ENVIU were back at tasty buy points. Sustainability SPAC units with half a warrant for $10.75 and under seems attractive. $EVOJU is moving up my holdings list lately. Japan focus seems unique; super cheap"
X Link 2021-02-23T23:03Z [----] followers, [--] engagements
"@financingsincty @SPACspin Most on the tweet link still apply; $DUNE unit play has played out so I've sold the units I owned though commons could be ok. $RAAC has spiked so scratch that. A few not on the list are $EVOJU $TACA $KINZ $EUSGU. No shortage really to be honest. https://x.com/SPACuity/status/1362098597454635011s=20 SPACuity SPACFolio 2/17/2021 Edition. Details disclaimers attached. Top positions in order. $PNTM.U / $PNTM $FOXWU / $FOXW $DBDR $AMHC $PMVC $DUNEU / $DUNE $ETAC $TMKRU / $TMKR $ENVIU / $ENVI $SWETU / $SWET $AEACU / $AEAC $PHIC $RAAC $TVAC (1/19)"
X Link 2021-02-24T13:18Z [----] followers, [--] engagements
"@khoops77 I'll reiterate I don't think I have a secret sauce in picking best SPACs though hopefully they perform above average. But more the process of continually buying cheapest decent SPACs and rotating them when they appreciate. Any you really like right now"
X Link 2021-02-24T23:32Z [----] followers, [--] engagements
"@khoops77 Well $TVAC for one. Also $CCX $RPLA but those might just be sick deals. $BCYP right at $10.10 in trust. But yeah mainly the newer units are where we have the embedded sub cash in trust discount. $AEACU $TMKRU $SWETU $EVOJU type stuff"
X Link 2021-02-25T20:41Z [----] followers, [--] engagements
"Followup $FOXWU $FOXW; a little over half the target return in half the time (units split early). Approx 3% gain in 2+ weeks. Approx 100% annualized return. Now can see if it appreciates further or rotate that capital into best ideas now. Lots of tasty opps that have sold off. SPACuity Investment Approach Realtime Example: $FOXWU (eventually $FOXW $FOXWW). FoxWayne Enterprises Acquisition Corp. (Disclosure: I own units.) https://t.co/ObWF29aPjJ (1/8) https://t.co/9f2TGT3KdL SPACuity Investment Approach Realtime Example: $FOXWU (eventually $FOXW $FOXWW). FoxWayne Enterprises Acquisition Corp."
X Link 2021-02-26T12:44Z [----] followers, [--] engagements
"@SPACdoc $SWETU at $10.30-$10.40 has a unique focus super team and half warrant. $AEACU targeting maybe sustainable food brands similar price and warrant coverage. $TMKRU splits Monday restaurants. $PNTM.U $EUSGU an edge in Europe"
X Link 2021-02-26T22:18Z [----] followers, [--] engagements
"Several ways to differentiate. Unique target area or skill sets Proprietary deal flow History of getting deals closed Forward agreements in place Value to add aside from just a shell to take something public There are others if you care to help brainstorm chime in (3/3)"
X Link 2021-02-27T16:48Z [----] followers, [--] engagements
"@SPACspin I got some major pushback when I commented once on $JIH being the type of deal that is most likely to actually provide long term positive returns for investors. Maybe not pushback; just laughter. GARAGE DOORS"
X Link 2021-02-27T17:12Z [----] followers, [--] engagements
"@spacster777 I like $SWETU a lot and own a lot and have bought more today. Half a warrant and a quality SPAC team in my opinion with a unique target. $LEGOU likely too cheap right now given the full warrant included but I don't like their track record. I don't own it personally"
X Link 2021-03-01T20:11Z [----] followers, [--] engagements
"@spacster777 $TMKRU also is trading as $TMKR and $TMKRW (yesterday they started). $SWETU should be within the next few days"
X Link 2021-03-02T17:55Z [----] followers, [--] engagements
"Any recent SPAC IPOs worth looking at Any that seem unfairly cheap either due to great team or good warrants coverage/overfunded trust I'm looking to move some $ into units at/near $10 but have not really dug into the recent crop. Too many SPACs need to catch my breath"
X Link 2021-03-04T14:24Z [----] followers, [--] engagements
"SPACuity SPACfolio 3/5/21 Top [--] in order $PNTM.U / $PNTM $SWETU / $SWET $AEACU / $AEAC $TVACU / $TVAC $PMVC.U / $PMVC $TMKRU / $TMKR $EVOJU / $EVOJ $AMHCU / $AMHC $EUSGU / $EUSG $ENVIU / $ENVI (1/3)"
X Link 2021-03-05T11:50Z [----] followers, [--] engagements
"@spacgaz @badwolf3 Yes; and you'd probably need to read the terms of the merger agreement to see what they have for minimum cash condition if any"
X Link 2021-03-18T14:23Z [----] followers, [--] engagements
"SPACuity SPACfolio 3/26/21 Top [--] in order $PNTM $AEAC $SWET $TMKR $PMVC $EVOJU / $EVOJ $COVAU / $COVA $ADRA.U / $ADRA $GFX $TVAC (1/4)"
X Link 2021-03-26T10:27Z [----] followers, [--] engagements
"Consumer SPACs I own currently that PERHAPS could merge with a real business with real current cash flow; $SWET $PMVC $CPSR $AEAC $JCIC $TMKR $BITE $WALDU. There are more. Believe it or not. . . there are a lot of SPACs"
X Link 2021-04-06T19:38Z [----] followers, [--] engagements
"$DBDR Horrible tape for announced deals but this one is worth some digging. Do your own work make your own decisions of course"
X Link 2021-04-19T12:47Z [----] followers, [--] engagements
"$LOKB supposedly only allocated stock to accounts that "pinky promised" to be long-term holders of the de-SPAC entity. Currently priced for redemptions (along with most of SPAC-land). I guess pinky promises aren't what they are cracked up to be"
X Link 2021-05-07T14:22Z [----] followers, [--] engagements
"Definitely worth a watch especially if looking for a "glass half-full" view on owning pre-DA SPACs. I agree with Azar's premise and am substantially overweight SPACs targeting Europe (such as $GFX $PNTM $EUSG). Plentiful quality targets fewer SPACs specializing there. Great interview with Makram Azar - we are likely to see a deal within the next several weeks $GFX https://t.co/YkswNuj2df Great interview with Makram Azar - we are likely to see a deal within the next several weeks $GFX https://t.co/YkswNuj2df"
X Link 2021-05-28T16:08Z [----] followers, [--] engagements
"Current SPAC market in a nutshell. We'll see if the latest enthusiasm can bleed its way into the cheap pre-merge names. It is a little bit but just a trickle so far. Pick your risk tolerance; plenty of SPAC choices across the spectrum. And garbage too. Like a treasure hunt @ShackSpac @Ginkgo I get it. It's hard to keep a lot of $$ in common when other stocks are moving a lot. It feels like dead money. The 'buy SPACs at NAV' trade is over for risk takers but it is still a great investment for the risk averse. @ShackSpac @Ginkgo I get it. It's hard to keep a lot of $$ in common when other"
X Link 2021-06-11T17:47Z [----] followers, [--] engagements
"$THMA Talk about being in The Matrix. Merging with Pear Therapeutics which will sell smartphone apps to you in place of a bottle of bills. I'm sure getting reimbursement to justify their $1.2 billion valuation will be a hoot. $4 million in revs in [----] but don't worry. BIG"
X Link 2021-06-22T11:59Z [----] followers, [--] engagements
"$CPSR Your daily moment of SPAC Zen. From PR: "There was no difference in overall side effects compared to placebo."; then compare to page [--] in the powerpoint. Reminds me of Mark Twain's quote about statistics. https://www.gelesis.com/wp-content/uploads/GlowDeck_Final.pdf https://www.gelesis.com/wp-content/uploads/GlowDeck_Final.pdf"
X Link 2021-07-19T15:14Z [----] followers, [--] engagements
"Vast bulk of my assets are safe in pre-merge SPACs. Discounted TBills with upside. Sometimes I even get bored with them. I do a bit with crypto/NFTs on the side. My favorite/highest conviction NFT project Heroes of Evermore. https://mud.xyz/ https://mud.xyz/"
X Link 2021-10-05T16:52Z [----] followers, [--] engagements
"Samir Kaul a general partner at Khosla is on the board at $JCIC. He is also on the board at Impossible Foods. Will $JCIC bring Impossible public Unlikely. . . but not impossible. For approximately $10 $JCICU gets you a share plus half a warrant. [--] months in the books"
X Link 2021-10-05T17:10Z [----] followers, [--] engagements
"@khoops77 @fmyyz80 @SpacGuru @SpacTiger @ajitosu @SpacWarrants @SPACHawk @ev_spacs @spacanpanman @spaccity My warrant exposure is thru units as well; at the moment some of my favorites would be $JCIC $GFX $SWET $PNTM $ERES $FLME $PMVC $TMKR too many to list. Even I'm starting to be tempted by pure warrants. Many "quality" SPACs with [--] cent-ish warrants; hmmmm"
X Link 2021-10-08T03:41Z [----] followers, [--] engagements
"$GLAQ I'm mainly trading the commons as that's my M.O. However I don't read too much into warrant pricing. . . [--] warrant per share and warrants have had less volume so they are less of the way thru the arb unloading stage. Warrants could lag a move in commons due to that"
X Link 2021-10-25T14:59Z [----] followers, [--] engagements
"$GLAQ and stocks of its ilk (SPACs in the right environment) is really an ideal scenario. Stock moving from hands of valuation sensitive sellers to to some degree price insensitive buyers. Combine with the "floor" around NAV and the asymmetry is astounding"
X Link 2021-10-25T15:56Z [----] followers, [--] engagements
"$GLAQ Now I'm not writing this one off yet by any means. But action so far a perfect example of the risk/reward. Just more of the risk side ha. $DWAC and $BENE down 30%+ since the open; $GLAQ approximately flat. Nice to have mistakes that don't cost anything"
X Link 2021-10-25T18:24Z [----] followers, [--] engagements
"@Mindwalletbody Hmmm. I own gobs of $JCIC (the units $JCICU so I guess warrants by default) so I'd love to think that is relevant. That said in reading Gillian Tan's article I didn't get the impression that Impossible's fundraise was tied into a SPAC transaction. Hope I'm wrong. Thoughts"
X Link 2021-10-28T21:01Z [----] followers, [--] engagements
"$DCRN Seems to have the right recipe to possibly punch materially upward thru NAV. Feels like this may just be a few days behind $DMYQ and $SNII in doing that. Super low risk at $10.05 if it doesn't follow suit. Maybe not sexy enough for everyone but risk/reward here is 🔥"
X Link 2021-11-08T17:12Z [----] followers, [--] engagements
"$PIPP Traded as high as $13 yesterday aftermarket. This morning $10.27 X $10.32. Be cautious out there folks. Thanks Reddit"
X Link 2021-11-16T12:21Z [----] followers, [--] engagements
"Generalizations of the SPAC deals today based on analyzing the type of trading volume; retail is buying $CFVI. Institutions are buying $ACTD. And neither are buying $BOAS"
X Link 2021-12-02T14:08Z [----] followers, [--] engagements
"The current SPAC state of affairs. $BRKHU IPO yesterday. $10.15 in trust. [--] months. [--] FULL warrant (for a FULL share). $9.98 price. Might be time to just go complete SPAC arb and go fishing for a year. Or golfing. Or traveling. Whatever your thing is"
X Link 2021-12-14T21:23Z [----] followers, [--] engagements
"Recent SPAC IPOs are offering much better economics for investors. Not just overfunded trusts and higher warrant coverage; but better terms on those warrants (the $10 redemption provision has almost disappeared). Occasionally rights as well. And shorter clocks"
X Link 2021-12-16T22:53Z [----] followers, [--] engagements
"Of today's [--] SPAC mergers announced so far $GLAQ $ITHX $LNFA ; I'm most intrigued by the one that has NOT disclosed any financials or presentation. That's not saying much"
X Link 2021-12-20T12:09Z [----] followers, [--] engagements
"Big day for SPACs today; warrants have already corrected sharply and the $BTAQ liquidation is sending another dose of reality to SPAC investors. Likely that SPACs as an asset class have peaked in $$ amount/numbers or close to it; SPAC shares are too attractive. . . (1/5)"
X Link 2022-02-07T14:14Z [----] followers, [--] engagements
"@ajitosu @thurgood94 What is your prediction for liquidations over the next [--] years Just a ballpark guess"
X Link 2022-02-07T21:07Z [----] followers, [--] engagements
"@master_warrant Doesn't seem to match though does it Cash in trust doesn't match (not by a long shot) and $SCVX said their potential target is a leader in ESG. If I had to guess on dance partner for HUB (likely incorrectly) I'd go with $FNVT - trust size matches as does Israeli focus"
X Link 2022-02-28T15:41Z [----] followers, [--] engagements
"@master_warrant Yeah I assume that was a bit of a ploy to keep people from redeeming; not that it proved particularly helpful. I used to have really high hopes for $SCVX they were trying to accomplish something unique (multiple acquisitions to build a company). Too bad it didn't work out"
X Link 2022-02-28T17:58Z [----] followers, [--] engagements
"@SWMichTrader @EggPlatypus @GaryGensler $PMVC had some language about maybe selling the SPAC to someone else. Not definitive but had as a disclaimer. Also discussed bribing holders with founders shares to not redeem. Doubt that'll help the little guy but these SPACs will try to live to fight another day if they can"
X Link 2022-05-13T20:34Z [----] followers, [--] engagements
"@SPACspin @SWMichTrader @peony_king $BMAC $ROC $AMAO all worth having on the radar for possibly oil and gas deals but I don't have any great insights here. Problem is most oil and gas guys are sketchy to begin with. Throw in a SPAC and you've got room for trouble. $BREZ was supposed to go oil and gas. Ha"
X Link 2022-06-08T18:59Z [----] followers, [--] engagements
"@boardroomalpha $PMVC didn't actually have a vote on an extension. They'd filed some preliminary documents to that regard but never finalized a vote or details"
X Link 2022-06-16T12:25Z [----] followers, [--] engagements
"Per their 10-Q; $FST to liquidate. And keep all the settlement money for themselves. Can't say I'm surprised in the slightest but still pretty sketchy. They are however taking a victory lap in saying they won't take the $100000 for dissolution expenses that they are entitled to"
X Link 2022-08-03T11:32Z [----] followers, [--] engagements
"@Roth_Overlord @arcticstocks @SWMichTrader I still wouldn't rule this out completely. $JCIC and $FLAC for example in their just filed Q's showed HUGE spikes in Q2 spend. The timing didn't quite work out (announcements hit a little while before the Q was filed) but suggests there still is logic to considering G&A"
X Link 2022-08-17T20:49Z [----] followers, [--] engagements
"@ajitosu @SPACspin But if we can just get that pop to [--] cents on liquidation news like BTAQ it's a hundred bagger from here"
X Link 2022-08-22T20:38Z [----] followers, [--] engagements
"$ETAC Letter to shareholders; https://www.sec.gov/Archives/edgar/data/1814728/000119312522226493/d269208dex992.htm https://www.sec.gov/Archives/edgar/data/1814728/000119312522226493/d269208dex992.htm"
X Link 2022-08-22T20:53Z [----] followers, [--] engagements
"I'm waiting for the first $SLCR tweets. Don't disappoint me Twitter"
X Link 2022-08-29T21:01Z [----] followers, [--] engagements
"$SLCR Not my expertise but. . . the NAV "floor" (assuming deal closes) disappeared a couple weeks ago. As of [--] minutes ago the "ceiling" (redemption reversal deadline) was removed. Feels to me like the very short term risk/reward is now skewed towards the reward side"
X Link 2022-08-29T21:28Z [----] followers, [--] engagements
"SPAC arb; $GIW; yeah probably junk. But $10.157 NAV. [---] cents being added to trust on a monthly basis probably thru February. Has a target disclosed. Worst case north of 5% yield - maybe more if they still have trust in interest yielding instruments. Theoretical upside too"
X Link 2022-08-30T17:33Z [----] followers, [--] engagements
"Hey another DA today $IGAC In my opinion the word "Yorkville" in the press release says it all"
X Link 2022-09-22T11:23Z [----] followers, [--] engagements
"Where's an emergency Fed rate cut when we could use it"
X Link 2022-09-22T14:08Z [----] followers, [--] engagements
"@OddDiligence @EggPlatypus @JohnHRuiz I bet a few holders might like to cleanse themselves of the alphabet soup that is MSPR MSPRW and MSPRZ. Not financial advice of course"
X Link 2022-10-03T12:49Z [----] followers, [--] engagements
"$EGGF Main reason I believe warrants are undervalued is because of the high odds of closing. Note: "sovereign wealth and U.S. institutional investors are providing $85 million to flyExclusive via the purchase of convertible notes" (thread)"
X Link 2022-10-18T14:14Z [----] followers, [--] engagements
"@BPHhasbeentaken And I hate biotech. But Oculis for $EBAC at least has some real assets late-stage as opposed to the bench science that most of these scumbag SPACs are banking. This reminds me more of $FLAC target and those warrants are much higher"
X Link 2022-10-18T14:24Z [----] followers, [--] engagements
"@BPHhasbeentaken I really thought $TMPM was likely to come through with something so I gave those warrants a whirl at [--] cents. Not shocked but annoyed when they opted to liquidate"
X Link 2022-10-18T14:24Z [----] followers, [--] engagements
"@OddDiligence @SPACspin What's your take on the $EGGF deal and in particular the warrants here"
X Link 2022-10-18T14:28Z [----] followers, [--] engagements
"$EGGF Arb sellers have been leaning on the warrants past couple of days alternately between big offers and algorithmic hitting of the bid (thus my confidence that it is an arb seller). Who knows if we see buyers step up in enough size to clean them out; I've been doing my part"
X Link 2022-10-18T19:21Z [----] followers, [--] engagements
"@EricTheUmpire Eh please don't hit buy on my account ha Still a minefield out there. But yeah this $EGGF and $EBAC are two of the better ones I've seen in recent weeks. I liked $HZON too and bid for the warrants premarket but they ran over [--] cents far more quickly than I expected"
X Link 2022-10-18T22:15Z [----] followers, [--] engagements
"@SPACspin @EricTheUmpire"
X Link 2023-01-17T17:22Z [----] followers, [---] engagements
"@BPHhasbeentaken Hey Congrats on the OCSAW Hope you are doing well"
X Link 2023-08-22T04:54Z [----] followers, [--] engagements
"@Spac__Trader Hmm; per the proxy; "liquidation will be approximately $10.93 per share (assuming twelve (12) one-month extensions without taking into account any interest).""
X Link 2023-09-19T16:39Z [----] followers, [---] engagements
"Genuinely curious for help understanding what I'm missing so far re: $CMPOF RIV Capital (own some as of today). Combining with Cansortium $CNTMF. Backed by Scotts Miracle Gro $SMG"
X Link 2024-05-30T16:43Z [----] followers, [----] engagements
"Investor presentation on transaction here; https://investors.getfluent.com/static-files/7d50ce93-f9ae-445c-9f7f-caa9d08e39f6 https://investors.getfluent.com/static-files/7d50ce93-f9ae-445c-9f7f-caa9d08e39f6"
X Link 2024-05-30T16:43Z [----] followers, [--] engagements
"What intrigues me most; $SMG is wiping away $175 million of notes they own and converting to stock (at MUCH higher implied levels). Combined entity pro forma will have $74 million in cash $105 million in revs $27 million in EBITDA and actually a small NET CASH position"
X Link 2024-05-30T16:43Z [----] followers, [---] engagements
"Deal press release here; https://www.rivcapital.com/newsroom/company-news/news-details/2024/05/30/cansortium-and-riv-capital-announce-business-combination https://www.rivcapital.com/newsroom/company-news/news-details/2024/05/30/cansortium-and-riv-capital-announce-business-combination"
X Link 2024-05-30T16:43Z [----] followers, [--] engagements
"Scotts Miracle Gro $SMG press release here; https://scottsmiraclegro.gcs-web.com/news-releases/news-release-details/scottsmiracle-gro-poised-advance-cannabis-strategy-new-york https://scottsmiraclegro.gcs-web.com/news-releases/news-release-details/scottsmiracle-gro-poised-advance-cannabis-strategy-new-york"
X Link 2024-05-30T16:43Z [----] followers, [---] engagements
"Can buy $CNPOF for approx. [--] cents a share now; which assuming deal closure equates to [-----] shares $CNTMF ; based on a [--] cent $CNTMF price (still halted) $CNPOF worth just under [--] cents a share 50% upside from here"
X Link 2024-05-30T16:43Z [----] followers, [---] engagements
"Seems interesting to me based on both a BIG merger discount right now (perhaps explained by $CNTMF still being halted; we'll see where it shakes out once it unhalts); also based on the fundamental story of the combined entity"
X Link 2024-05-30T16:43Z [----] followers, [---] engagements
"I don't know how long I'll stick with owning it full disclosure; I keep names like this on a very short leash. But I'm genuinely intrigued and a little perplexed why $CNPOF can still be had for the current price. Thoughts"
X Link 2024-05-30T16:43Z [----] followers, [---] engagements
"I'm definitely not suggesting there should be perfectly efficient markets especially when we've got two OTC/Canadian entities in the cannabis space merging together ha. Certainly lots of risk here and I'm not telling people they should buy"
X Link 2024-05-30T16:43Z [----] followers, [---] engagements
"That said sure seems like there could be some upside to $CNPOF either on a very short term basis (narrowing of merger price spread) and perhaps fundamentally as well. Seems like $SMG will be a continued supporter. Note: the cannabis industry is NOT my realm of expertise ha"
X Link 2024-05-30T16:43Z [----] followers, [---] engagements
"@stock_mj The magnitude of the merger spread right now surprises me. Seems like a couple ways to win especially with $CNPOF. Powerful return just to the [-----] share consideration. Not to mention if $CNTMF were to re-rate higher"
X Link 2024-05-30T20:39Z [----] followers, [---] engagements
"@stock_mj Yeah based on $CNTMF close at $0.1712 $CNPOF would be $0.2131 per share (using the [-----] share exchange ratio). Closed at $0.1296 or 64% upside. Probably can't really be "arbed" effectively but that spread is wildly wide"
X Link 2024-05-31T01:37Z [----] followers, [---] engagements
"@stock_mj Meanwhile $SMG converting their debt ($175 million Canadian face value) at north of $1.80 (Canadian) per share $CNPOF. Not without risk by any means but sure seems like there are paths to material upside for the shares"
X Link 2024-05-31T01:41Z [----] followers, [---] engagements
"@cann_vest Footnote buried in the presentation states that it is using original conversion terms ($1.80ish per share Canadian per RIV Capital share blended). All seems to tie out with the percentages. 700m an approximation on my part should be pretty close I think"
X Link 2024-06-05T00:43Z [----] followers, [--] engagements
"@cann_vest I think I was using [---] million as an estimate of a fully diluted share count for $CNTMF and then given the approximate 50%/50% ownership split between cansortium and $CNPOF (after Hawthorne conversion) thus [---] m total. Approx for round numbers sakes"
X Link 2024-06-05T00:50Z [----] followers, [---] engagements
"@cann_vest $CNPOF seems too cheap vs $CNTMF but no real way to hedge an arb. Id like to think $CNTMF could deserve to trade higher on the cleaner balance sheet of combined entity then RIV benefits from the uplift from the merger consideration [-----] shares per RIV too"
X Link 2024-06-05T00:52Z [----] followers, [---] engagements
"@cann_vest Yeah; my only concern (if it weren't to close) is would $SMG be equally supportive with debt forgiveness (which this very nearly is) for an alternate transaction or scenario Assuming it does close could be a nice growth platform with a nice corporate backer"
X Link 2024-06-05T11:43Z [----] followers, [--] engagements
"I thought it was common knowledge that cats don't abide by daylight savings time. $GME @TheRoaringKitty"
X Link 2024-06-07T16:21Z [----] followers, [---] engagements
"@stoolpresidente @TheRoaringKitty Fear not Cats don't abide by daylight savings time"
X Link 2024-06-07T16:25Z [----] followers, [---] engagements
"@stepnotonpets @stoked_on_waves Why was it trading north of $11 for months What changed Were the arb investors wrong then and just figured it out that it should be mid $10s"
X Link 2024-06-27T15:11Z [----] followers, [---] engagements
"The ungrateful wicked inhabitants of the Heard and McDonald Islands have egregiously maltreated the hard working American people for far too long. The penguins will rape and pillage us NO MORE Tariff them into oblivion for their epic and historic sins against us Trump administration has put a [--] percent tariff on the Heard and McDonald Islands. which has a population of [--] people and is inhabited only by penguins. https://t.co/oSx7LyU0b3 Trump administration has put a [--] percent tariff on the Heard and McDonald Islands. which has a population of [--] people and is inhabited only by penguins."
X Link 2025-04-03T01:55Z [----] followers, [---] engagements
"I might just be the old man yelling at the clouds. But watch out with junky little stocks announcing positive "news" like $CYCU and $CASK afterhours today. Huge percentage spike and then complete fade. Both have recent stock offerings declared effective within last few days"
X Link 2025-05-15T21:09Z [----] followers, [---] engagements
"$FGMC $FGMCU $FGMCR interesting but mainly if they announce a deal soon. Structure has taxation (Nevada based) and working capital withdrawals allowed. But yesterday amended to make less egregious and still at more than 3% discount to NAV when group mainly less than 1% disc"
X Link 2025-05-15T21:23Z [----] followers, [----] engagements
"@blangb @EricTheUmpire @Roth_Overlord I may or may not have just traded emails with his head coach"
X Link 2025-05-15T23:59Z [----] followers, [--] engagements
"Grok apparently doesn't give a shit. So go nuts"
X Link 2025-05-16T20:24Z [----] followers, [---] engagements
"(if anyone does care about Grok: "Paying above NAV (Net Asset Value) for a SPAC (Special Purpose Acquisition Company) is generally not considered a smart move but it depends on the specifics. Heres a breakdown: Why Its Often Risky: NAV as a Floor: SPACs typically hold their assets in a trust and the NAV (usually around $10 per share) represents the cash value per share that investors can redeem if the SPAC doesnt complete a merger. Paying above NAV means youre betting on the SPACs future deal which is speculative since most SPACs dont have a target company identified at the IPO stage. High"
X Link 2025-05-16T20:26Z [----] followers, [---] engagements
"SPAC Arb Idea / Example: $SDHIU This is currently my largest SPAC "arb" holding. Why Recent IPO on April [--]. Should be one of the very next up on the Unit split parade. Priced now at [-----] by [-----] pretty much all you can eat at 10.13"
X Link 2025-05-20T17:58Z [----] followers, [----] engagements
"He likes Kaspa. On a side note he told me about how he was struggling to get his pool up and running this season. I asked him if he had tried poking any needles into it. I could visibly see him debating whether or not he found that funny. Hopefully he doesnt read this or I might become a human voodoo doll"
X Link 2025-05-21T01:10Z [----] followers, [---] engagements
"SPAC "Arb" Example: $AIFEU Disclosure I own a bunch. Have been buying for $10.24. Not the highest quality SPAC on earth but. . . you get a common share $AIFE bid at $10.10 (about $10.19 in trust) and a 1/5 right $AIFER trading .16 by .25. Ask keeps reloading at $10.24"
X Link 2025-05-21T18:55Z [----] followers, [----] engagements
"@mcspacface well he did warn us when he said near the peak of the froth: Im about to fuck some shit up"
X Link 2025-05-22T15:05Z [----] followers, [--] engagements
"@WCopyright60378 @kirawontmiss Thats zero. Though I can envision this discussion becoming a Twitter rendition of the who is on first routine"
X Link 2025-05-26T00:57Z [----] followers, [---] engagements
"@chamath Couldnt this also be due to a shift from bond allocation to money market Based on high short term yields and the fright people are experiencing over long duration given the abyss that is government spending I can easily see people parking bond money in money market instead"
X Link 2025-05-26T23:23Z [----] followers, [----] engagements
"We can debate Ethereum but it is an OG and cornerstone of the crypto space. As the market looks to $SBET as "first mover" in the Ethereum treasury space; the true first mover with a real business to boot is hiding in plain sight. Much cheaper multiple too. $BTCS BTCS was the first public company to embrace Ethereum at the core of our corporate strategyboth as a belief in the future of decentralized infrastructure and as an asset driving innovation in our capital markets. Todays announcement that SharpLink (NASDAQ: $SBET) is launching BTCS was the first public company to embrace Ethereum at"
X Link 2025-05-27T15:34Z [----] followers, [----] engagements
"I don't know how long this magical money tree of crypto treasury announcements will last; but I own $BTCS as a much more relatively attractive and underfollowed way to invest in this trend. Success of crypto and Ethereum (both its use and value) should lead to $BTCS success"
X Link 2025-05-27T15:37Z [----] followers, [---] engagements
"I get that $SBET is thin. But pay 8X NAV for money yet to be deployed into Ethereum Or pay a substantially lower multiple for a company with a real business that already has an Ethereum treasury and financing lined up to add even more which converts into stock at $5.85. $BTCS Congratulations to SharpLink (Nasdaq: $SBET) @Consensys and @ethereumJoseph on a landmark $425M $ETH treasury announcement. At $BTCS weve long believed Ethereum would play a foundational role in the next wave of financial infrastructure and capital markets. Todays news is Congratulations to SharpLink (Nasdaq: $SBET)"
X Link 2025-05-27T16:06Z [----] followers, [----] engagements
"To put in perspective; $SBET raising equity at $6.15 to buy Ethereum currently trading for $45+. Or $BTCS raising convertible debt which converts at $5.85 already owns a bunch of Ethereum and has a real business and trading for $3.50. It may not be that simple. Or maybe it is"
X Link 2025-05-27T16:10Z [----] followers, [----] engagements
"The nice thing about $SBET raising $425 million to buy Ethereum; its success no matter what the degree should only serve to validate and bring attention to $BTCS who is ahead of the curve on building an Ethereum warchest. [-----] ETH as of May [--] for $BTCS and funding for more Them: "When is the ETH Microstrategy going live" Us: "@NasdaqBTCS has been around for a while buddy" Them: "When is the ETH Microstrategy going live" Us: "@NasdaqBTCS has been around for a while buddy""
X Link 2025-05-27T18:12Z [----] followers, [---] engagements
"Nice to see $BTCS actually appears more interested in building a business and in building shareholder value than they are in trying to pump their stock. Combined with insider buying; definitely a good name to consider if the crypto trade continues to gain traction @SolarEtherPunk @ethereumfndn @VitalikButerin @NasdaqBTCS Name is relevant BTCS -- Blockchain Technology Concensus Solutions. We are so much more than an eth digital treasury strategy thats a byproduct of our node ops and block building opperation. 80% of Q1 revenue was ETH block building. Anyway hear you that is lost on most and we"
X Link 2025-05-27T18:16Z [----] followers, [---] engagements
"Not a bad resume for $BTCS. No guarantee it works but has a lot of legitimacy which only should continue to be validated by the investments of others in crypto (bitcoin ethereum or otherwise). @ethereum Appreciate the mention 👀 BTCSshort for Blockchain Technology Consensus Solutionshas been building on Ethereum since the early days: In [----] we became the first public company to mine ETH using GPU minersETH was $7 and our cost basis was $4. In [----] we leveraged our @ethereum Appreciate the mention 👀 BTCSshort for Blockchain Technology Consensus Solutionshas been building on Ethereum since"
X Link 2025-05-27T18:18Z [----] followers, [---] engagements
"Nice write-up. Definitely will be seen as the "go-to" Ethereum treasury name and rightfully so given the leadership and the size of the PIPE. That said $BTCS is a bit ahead of them. Owns [-----] ETH as of last update; lower multiple to NAV; and a real Ethereum based business to boot"
X Link 2025-05-27T23:57Z [----] followers, [----] engagements
"@RyanSAdams @ethereumJoseph $BTCS another beneficiary. They've been doing it longer trade at a lower price to NAV and as of last update hold [-----] ETH plus an ethereum based business model. Hopefully rising tide lifts all boat; Ethereum could use the validation"
X Link 2025-05-28T00:09Z [----] followers, [---] engagements
"@marginofdanger @RyanSAdams @ethereumJoseph Haha. Not quite but point taken. Back to one and done posts on SPAC arb names baby"
X Link 2025-05-28T00:32Z [----] followers, [--] engagements
"Thoughts on crypto treasury companies. First I'll admit the concept is sort of dumb. Holding a cryptocurrency isn't a business it is financial engineering. That said the markets go 'round based often on financial engineering as much as anything. (1/12)"
X Link 2025-05-29T16:31Z [----] followers, [----] engagements
"@leevalueroach @0xMaxFrancoeur And then the CEO lives to a ripe old age of [---] out of spite"
X Link 2025-05-30T23:18Z [----] followers, [--] engagements
"It is yet to be seen how broadbased this phenomenon will be; but the option value is huge. Suddenly SPACs arent just a fixed income substitute but rather demonstrate some of the equity optionality they used to last cycle. (2/5)"
X Link 2025-06-03T23:44Z [----] followers, [---] engagements
"Investing in the space I liken to a book series I liked as a kid; Choose Your Own Adventure (3/5)"
X Link 2025-06-03T23:44Z [----] followers, [---] engagements
"Pick your risk tolerance and theres a valid investment approach. Cheap SPACs below NAV Speculate on an announced merger Warrants Rights Unit split plays All is fair game again. A diligent investor can look to how recent SPACs are trading and play the re-rating in progress in vintage SPACs. (4/5)"
X Link 2025-06-03T23:44Z [----] followers, [---] engagements
"Remains to be seen if SPACs offer an attractive alternative for companies wanting to go public vs an IPO or merging into a shell perhaps with a big fat PIPE. Or will SPACs continue to mainly be a niche with a few decent ones a lot of trash and gobs of liquidations. (1/3)"
X Link 2025-06-04T00:09Z [----] followers, [---] engagements
"Last cycle part of the draw was a quicker timeline to going public certainty on pricing and ability to make crazy forward forecasts. Most of those proved false or were proven irrelevant. Theyll need a new sales pitch to get top targets now. (2/3)"
X Link 2025-06-04T00:09Z [----] followers, [---] engagements
"@Roth_Overlord @ArbProfit I think these trust sizes are just too big. SPACs and bankers get greedy and raise too much money. Just makes everything much more dilutive. Why SPAC when you can find a $2 million mkt cap shell and get a deal done within days. Take $SBET for example"
X Link 2025-06-04T00:11Z [----] followers, [---] engagements
"@7thDayTrading I appreciate the kind words Ive respected the niche youve found in the redemption space you definitely have a knack for it. Thought I was seeing things yesterday when you posted on $SBXD. Encroaching on my low-risk turf hahahaha"
X Link 2025-06-04T00:50Z [----] followers, [---] engagements
"@DJohnson_CPA Im super intrigued to follow $NAKA. Would have been more intrigued if I got a crack at the $1.12 equity deal. I have no doubt those folks will do just fine"
X Link 2025-06-04T01:20Z [----] followers, [---] engagements
"I'm a skeptic on Bitcoin treasury companies (though not a skeptic on Bitcoin). That said I'm surprised at where $BMNR is trading. An AMEX uplist and stock offering (priced at $8 last night) to buy Bitcoin and stock is 10% below deal price. Might it catch on today We'll see"
X Link 2025-06-05T15:42Z [----] followers, [----] engagements
"Taco Cat Goat Cheese Pizza. $TACO $TACOU got a bit ahead of itself in front of unit split didn't quite justify sum of the parts at least in very short term. A bit spendy but with $CCCMU announcing unit split next week not a bad price here for half a warrant and @adam3us"
X Link 2025-06-05T16:01Z [----] followers, [---] engagements
"Re: $BMNR ; I'm not sure where ThinkEquity placed those secondary shares (almost an IPO really); but I've got to think they would like this deal to get back at least over $8 if they want a crack at more crypto equity raise banking deals. Still involved. . . for now"
X Link 2025-06-05T16:03Z [----] followers, [---] engagements
"I do want to clarify here on $FGMC $FGMCU. The structure is "egregious" from the standpoint of an arb guy buying on the IPO (thus the resultant stock action immediately following the deal). From the standpoint of getting a good deal done; this sponsor is MUCH better than most. @marginofdanger Yeah the structure is egregious. They adjusted it a bit in favor of shareholders recently but still can take too much $$$ out of interest income for my liking. And incorporated in Nevada (anyone know why they did that) which adds taxation to the mix too. But discount is heavy @marginofdanger Yeah the"
X Link 2025-06-05T18:03Z [----] followers, [---] engagements
"@Mindwalletbody Sorry I jinxed it by buying some shares yesterday. You know were at a relative top in SPACs where even Im allocating some capital to something over NAV"
X Link 2025-06-06T01:57Z [----] followers, [---] engagements
"@Mindwalletbody I also added some $AACT yesterday but threw in the towel for something I liked better today. One autonomous truck SPAC I could handle but two Haha"
X Link 2025-06-06T01:59Z [----] followers, [---] engagements
"Unit split $CCCMU scheduled for Monday. Often a catalyst for a little uplift in unit price. Not dirt cheap but with the possible crypto angle and half a warrant and director @adam3us - minimal downside from here IMO. Own a bunch; helps that $CCIR has a deal that some like too. $CCCMU While all eyes were on $WENNU. The next Cohen SPAC just went live. @adam3us is a director and crypto is one of their target industries. $CCIR https://t.co/nHSAwcFAyZ $CCCMU While all eyes were on $WENNU. The next Cohen SPAC just went live. @adam3us is a director and crypto is one of their target industries. $CCIR"
X Link 2025-06-06T16:10Z [----] followers, [----] engagements
"Hard to say exactly how involved @adam3us is in $CCCMU $CCCM -- at least involved enough to tweet a picture of eyeballs haha. @Spac__Trader 👀 @Spac__Trader 👀"
X Link 2025-06-06T16:12Z [----] followers, [----] engagements
"@ArbProfit @CallsPuts1 Eh two sides to every coin. Ark had less than $300 million in assets in 2016; had $50 billion in February of [----]. Not many benefited from the ride up but a lot got to enjoy the way down That said par for the course for pattern of asset flows"
X Link 2025-06-09T04:18Z [----] followers, [--] engagements
"I'm trying to be better at reading what the market is telling me and fitting that into investments I'm comfortable with. Am I convinced $GSRT merger target will work No. Is nuclear a powerful theme Is volume in $GSRT increasing Is downside limited and upside substantial"
X Link 2025-06-11T14:52Z [----] followers, [----] engagements
"@DestinLabs Definitely could be some confusion this sponsor does rights in a fairly unique way. Structure was the same with their SPAC that merged with $BTM I know for a fact that one occasionally was misprogrammed by whatever algos traded it"
X Link 2025-06-11T17:16Z [----] followers, [--] engagements
"I got cute on $CLBR. I "penny flipped" it. I admit it. That's kind of my jam anyway. I was cautious as a few weeks back there were few recent examples of SPACs moving sustainably over NAV. $GSRT churning through arb shares making notable progress today. Feels like $CLBR did"
X Link 2025-06-11T17:47Z [----] followers, [----] engagements
""This is an initial public offering of our securities. Each unit has an offering price of $10.00 and consists of one ClassA ordinary share and one-seventh of one whole right to receive one Class A ordinary share upon the consummation of an initial business combination. No fractional rights will be issued upon separation of the units and only whole rights will trade so unless you purchase at least [--] units you will not be able to receive or trade a whole right""
X Link 2025-06-11T17:53Z [----] followers, [--] engagements
"$CCCM interesting price action. Units got the expected uplift on separation; $CCCMU as high as $10.50 today now trading above sum of the parts. Will be interesting if units pull back or if we see shares/warrants uplift from current levels. (50 cent warrant puts units at $10.40)"
X Link 2025-06-11T18:18Z [----] followers, [----] engagements
"ummm. . . happy to trade ideas with like minds but I'm not going to selectively message certain people my entire current holdings ordered by position weight LOL. I'm a pretty open book. Current larger holdings $FGMCU $GSRT $SDHIU $AACBU a bunch of others at smaller levels. Can change by day though. Lots of rotation usually"
X Link 2025-06-11T18:29Z [----] followers, [---] engagements
"@Charles_BTCS @SharpLinkGaming @ethereumJoseph doesn't look like they did though assuming they quoted this accurately; "Unless otherwise indicated the number of shares of Common Stock to be outstanding after this offering is based on [--------] shares of Common Stock outstanding as of June [--] 2025""
X Link 2025-06-13T01:34Z [----] followers, [----] engagements
"@U5sigma2 In all fairness we really haven't had many "real" companies merge with SPACs in a long time. A handful. I agree this crypto treasury trade will get played out before long; that said I'd rather own a SPAC that owns bitcoin than 90% of the other SPAC "businesses" we've seen"
X Link 2025-06-13T02:41Z [----] followers, [---] engagements
"@blangb @APompliano @adam3us We'll see how the deal is structured if it happens. But if it is structured well ability to get the SPAC within a rounding error of NAV here still and warrants even at $2 could be pretty meaningful. Not saying it'll do what $CEP has done but by comparison that still is $34"
X Link 2025-06-13T12:22Z [----] followers, [---] engagements
"At March 31st $10.14 per share in trust. Probably $10.18 or $10.19 now. Why do I like it A variety of reasons. A top reason is the discount. Even the units (with the right) are trading at a dime discount to NAV the shares obviously much more so"
X Link 2025-06-17T17:00Z [----] followers, [---] engagements
"Negatives They can (and have) take a portion of interest income to fund operating expenses and Nevada domicile brings some taxes into the mix at the corporate level. As a result trust value won't accrue higher as quickly as at other SPACs"
X Link 2025-06-17T17:00Z [----] followers, [---] engagements
"Ways to win Even announcing a DA good or bad should help narrow the discount to NAV as it would increase odds of a redemption opportunity before Trust deadline. History of this team suggests a good to great deal is possible making me think the rights offer good value"
X Link 2025-06-17T17:00Z [----] followers, [---] engagements
"Overall with enough patience you can either make a little money a lot of money or something in between -- offering the asymmetric type of opportunity I prefer to allocate capital to"
X Link 2025-06-17T17:00Z [----] followers, [---] engagements
"Reminder; I do like and own many other SPACs including some at a premium to NAV. But my bread and butter are what I call "arb" plays which by a loose definition are at a discount to NAV. Win a little or win a lot but don't lose"
X Link 2025-06-17T17:00Z [----] followers, [---] engagements
"@baltajifit @BOXABL @Roth_Overlord On one hand a near term DA should perk up the common a little. I'm not sure what this would do for the rights. Depends on deal structure and pricing. I'd hope this team isn't looking to do a SPAC merger with something that will drop 80%. Plenty of SPACs for that"
X Link 2025-06-17T18:20Z [----] followers, [---] engagements
"@baltajifit @BOXABL @Roth_Overlord prospectus highlights "artificial intelligence (AI) as well as in the rapidly growing wellness longevity and aesthetics areas"; new CFO @vik_mittal has been tweeting recently about crypto treasury companies so in current tape that would be my hope not sure how likely"
X Link 2025-06-17T19:01Z [----] followers, [---] engagements
"Just in case this got lost in the shuffle from yesterday. Thanks to @OddDiligence for drawing some more attention to $TACO for good or for ill. 😀 @baltajifit @BOXABL @Roth_Overlord I own smattering of stuff but my holdings list is shrinking as stuff rerates higher. At the moment I'm involved in some of the possible crypto names at mild premiums with splits coming up. $RDAGU ; $WENNU -- also own some $TACO units and warrants in case Vik does crypto https://t.co/v4qzqFk9h4 @baltajifit @BOXABL @Roth_Overlord I own smattering of stuff but my holdings list is shrinking as stuff rerates higher. At"
X Link 2025-06-18T13:41Z [----] followers, [---] engagements
"Definitely "cheap" if $TACO goes crypto. Lots of reasons to think they might. Also the $10.50 (in first year) warrants are intriguing. Just be careful in case we get stuck with a longevity and wellness deal instead LOL. Some other interesting names approaching unit split with a well defined crypto angle are $WENNU and $RDAGU $TACO is criminally cheap when comparing to other NAV SPACs with crypto or new tech ambitions such as $MBAV $RTAC $CCCM $CEPO $CEPT $DAAQ (i would consider all of these peers in terms of focus/industry/etc) $TACO's sponsor Harry You is a SPAC legend and has done IONQ GENI"
X Link 2025-06-18T13:46Z [----] followers, [----] engagements
"@JasonKeenX @FengYuUIR So far the merger and shelf filings and everything else seems professionally done. Overhang now with PIPE unlock and maybe ATM. But Id give mgmt the benefit of the doubt in creatively adding value going forward"
X Link 2025-06-18T18:49Z [----] followers, [--] engagements
"@Naturerwan Fair point the higher the premium at which they trade the more accretion they get. $SBET announced initial buys last Friday of [---------] ETH. They have a shelf including an ATM (we'll see if they use here). We could see a convert or preferred definitely need more powder"
X Link 2025-06-19T15:33Z [----] followers, [--] engagements
"$NAKA "Investor demand for Nakamoto is incredibly strong. This additional financing was raised in under [--] hours" -- I have to say it helps when you price something at barely a third of what it is trading for the previous day"
X Link 2025-06-20T14:05Z [----] followers, [---] engagements
"@blangb Yeah nice raise by $CEP; $NAKA still in batshit crazy pricing mode. $CEP is aggressive but a reasonable person can at least make an argument it works from market prices. Heck so could $NAKA but they've got a lot of wood to chop given fully diluted market cap right now"
X Link 2025-06-20T14:13Z [----] followers, [---] engagements
"SPAC cycle in my opinion driven by issuance. SPACs are attractive so easy to IPO (TBills plus right or warrant for "free" equity optionality). Way too many raised (over [---] last time). Way too few quality private co's so they liquidated or did garbage deals. Issuance key. @SPACuity @JasonKeenX Why do you think there is a SPAC cycle If market dynamics were conducive couldnt SPACs be hot for years Seems like the last cycle mostly died from the increase in interest rates/popping of the tech bubble in [--]. @SPACuity @JasonKeenX Why do you think there is a SPAC cycle If market dynamics were"
X Link 2025-06-21T15:02Z [----] followers, [----] engagements
"Certainly not as simplistic as presented here in a short tweet and yeah other factors (market/tech bubble bursting) had impact (or at least were correlated) to SPAC demise last time around. But if we get hundreds of newly minted SPACs again. . "
X Link 2025-06-21T15:05Z [----] followers, [---] engagements
"On flipside hopefully we see increased creativity. Crypto treasury (we'll see how long that last) allows effectively the creation of a new "company" as opposed to needing to find a target. But have to figure out how to handle time lag before funds delivered & dilution"
X Link 2025-06-21T15:07Z [----] followers, [---] engagements
"@Amena__Bakr Was it over when the Germans bombed Pearl Harbor"
X Link 2025-06-22T06:04Z [----] followers, [---] engagements
"@blueway5 Buy the rumor sell the news. What's this worth to a common share holder The questions now aren't "will they announce a bitcoin merger" But "what next" "When will it close" "How much dilution is there and what's the NAV""
X Link 2025-06-23T12:18Z [----] followers, [--] engagements
"Questions on $CCCM ; how much value going to to target How much to the sponsor How much to the private placement investors What is remaining value to a common shareholder (or warrantholder) Will be tricky if/as premiums to NAV continue to compress in crypto treasury space"
X Link 2025-06-23T12:30Z [----] followers, [----] engagements
"Don't sleep on $CCCM. I've become a buyer of shares units and warrants. Didn't expect to do so but pricing makes this intriguing for the bitcoin torque both pre-close and post. Pre-close still have a put on shares"
X Link 2025-06-23T13:50Z [----] followers, [----] engagements
"Let's get after $CCCM relentlessly. Bitcoin is the new hurdle rate. $CCCM Bitcoin is the new hurdle rate. $CCCM"
X Link 2025-06-23T15:00Z [----] followers, [----] engagements
"@JasonStrom84409 We still need more data to be able to analyze the pro forma for $CCCM. But based on what I know and the built in downside of a pre-merge SPAC I'm favorably inclined at these levels. Admittedly I'm trading around the volatility in the shares and units and warrants today"
X Link 2025-06-23T15:46Z [----] followers, [---] engagements
"For argument's sake; if $CCCM at [---] mNAV; and if there truly is at least SOME upside exposure (for $CCCM holders) to Bitcoin between now and merger close; and we know we have a $10+ put --- this becomes an interesting vehicle especially pre-close. Interesting after deSPAC too. @stepnotonpets @SPACuity Question from PIPE side is will these break 1.0x mNAV and @APompliano only at 1.5x maybe mNAV . $SQNS is not deploying capital until vote passes as well @stepnotonpets @SPACuity Question from PIPE side is will these break 1.0x mNAV and @APompliano only at 1.5x maybe mNAV . $SQNS is not"
X Link 2025-06-23T17:15Z [----] followers, [----] engagements
"@richtrades100 Which in a more rational world is about right. I know @saylor likes to talk about selling a $1 for $3 but selling a dollar for a dollar seems more appropriate"
X Link 2025-06-24T02:16Z [----] followers, [--] engagements
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