# ![@SurfShopCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1889076646956711936.png) @SurfShopCapital SurfShopCapital

SurfShopCapital posts on X about $dmyy, $fld, $asts, $wulf the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1889076646956711936/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1889076646956711936/c:line/m:interactions.svg)

- [--] Week [-----] -56%
- [--] Month [------] +272%
- [--] Months [------] +62%

### Mentions: [--] [#](/creator/twitter::1889076646956711936/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1889076646956711936/c:line/m:posts_active.svg)

- [--] Week [--] -38%
- [--] Month [--] +319%
- [--] Months [---] +175%

### Followers: [---] [#](/creator/twitter::1889076646956711936/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1889076646956711936/c:line/m:followers.svg)

- [--] Week [---] +1.50%
- [--] Month [---] +8.10%
- [--] Months [---] +44%

### CreatorRank: [---------] [#](/creator/twitter::1889076646956711936/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1889076646956711936/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  41.18% [finance](/list/finance)  29.41% [cryptocurrencies](/list/cryptocurrencies)  16.18% [technology brands](/list/technology-brands)  9.56% [countries](/list/countries)  3.68% [social networks](/list/social-networks)  2.94% [exchanges](/list/exchanges)  2.94% [luxury brands](/list/luxury-brands)  0.74% [automotive brands](/list/automotive-brands)  0.74%

**Social topic influence**
[$dmyy](/topic/$dmyy) #1, [$fld](/topic/$fld) 7.35%, [$asts](/topic/$asts) 6.62%, [$wulf](/topic/$wulf) 5.88%, [business](/topic/business) 5.88%, [$cep](/topic/$cep) 5.88%, [$purr](/topic/$purr) 5.15%, [$btc](/topic/$btc) 4.41%, [money](/topic/money) 3.68%, [paid](/topic/paid) #707

**Top accounts mentioned or mentioned by**
[@acapitallp](/creator/undefined) [@tradingrust](/creator/undefined) [@erictheumpire](/creator/undefined) [@spacuity](/creator/undefined) [@altcoinpediax](/creator/undefined) [@odddiligence](/creator/undefined) [@bondkingjanush1](/creator/undefined) [@valwithcatalyst](/creator/undefined) [@doctorbradberry](/creator/undefined) [@notajewihope](/creator/undefined) [@thekookreport](/creator/undefined) [@tottaway22](/creator/undefined) [@catseapex](/creator/undefined) [@dumbinvestorguy](/creator/undefined) [@vikmittal](/creator/undefined) [@planert41](/creator/undefined) [@dimitrisnatsis](/creator/undefined) [@venu7](/creator/undefined) [@spaczilla](/creator/undefined) [@thisismarcg](/creator/undefined)

**Top assets mentioned**
[Fold Holdings Inc. (FLD)](/topic/$fld) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [TeraWulf Inc. (WULF)](/topic/$wulf) [Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP)](/topic/$cep) [Purr (PURR)](/topic/$purr) [Bitcoin (BTC)](/topic/$btc) [Sphere Entertainment Co. (SPHR)](/topic/$sphr) [Sportradar Group AG (SRAD)](/topic/$srad) [Figma, Inc. (FIG)](/topic/$fig) [Hyperliquid (HYPE)](/topic/$hype) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Genius Sports Limited (GENI)](/topic/$geni) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Iris Energy Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [USDC (USDC)](/topic/usdc) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Bull Market (BULL)](/topic/$bull) [Presearch (PRE)](/topic/$pre) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [Ferrari N.V. (RACE)](/topic/$race) [Coca-Cola Co (KO)](/topic/$ko) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Shopify Inc (SHOP)](/topic/$shop) [Klarna Group plc (KLAR)](/topic/klarna)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@ACapitalLP Was your quant. My contract has expired and my invoices arent being paid"  
[X Link](https://x.com/SurfShopCapital/status/1916160271652999313)  2025-04-26T15:59Z [---] followers, [---] engagements


"$SRAD I actually love this idea and going to dig in more tomorrow. Ive personally thought about spending the $2k+ a month for realtime data in order to trade the low latency ML / spread lines on prediction markets. The money to be made is incredible and Im sure many have subscribed to SRAD because of it / they have some pricing power to flex there Also looks like the stock has been murdered $SRAD calls. Anyone got a thesis on this name https://t.co/kwR4SlloTH $SRAD calls. Anyone got a thesis on this name https://t.co/kwR4SlloTH"  
[X Link](https://x.com/SurfShopCapital/status/2016310652118171920)  2026-01-28T00:41Z [---] followers, [---] engagements


"$FIG catching this knife bot [----] paid 21.95"  
[X Link](https://x.com/SurfShopCapital/status/2018723519996309908)  2026-02-03T16:29Z [---] followers, [---] engagements


"$FIG Who is left to sell this thing (employees I know). Price action makes me think we've seen bottom. Not adding but happy with my prior purchase"  
[X Link](https://x.com/SurfShopCapital/status/2019434689870827874)  2026-02-05T15:35Z [---] followers, [---] engagements


"$GENI (or $DMYY for the OG's) market clearly hates the acquisition. Makes them more exposed to sportsbook advertising which some consider to be at an interim top. Think this makes $SRAD even more attractive an option. Just bought an initial stock position here 17.60"  
[X Link](https://x.com/SurfShopCapital/status/2019452047972577351)  2026-02-05T16:44Z [---] followers, [---] engagements


"@planert41 $GENI gave prelim numbers today + announced an acquisition that I believe makes $SRAD a more compelling option"  
[X Link](https://x.com/SurfShopCapital/status/2019452613658325107)  2026-02-05T16:46Z [---] followers, [---] engagements


"Why is $FLD holding up"  
[X Link](https://x.com/SurfShopCapital/status/2019494843047633336)  2026-02-05T19:34Z [---] followers, [---] engagements


"$HLT Kalshi's market on Hilton's earnings has some fun strikes. A lot around current events. Some seem mispriced based on the prepared remarks / Q&A split. Will be a fun one. Here are some thoughts"  
[X Link](https://x.com/SurfShopCapital/status/2021397666283012498)  2026-02-11T01:35Z [---] followers, [---] engagements


"$HLT Didn't watch this one just had some NOs from premarket that looked cheap. $HLT Kalshi's market on Hilton's earnings has some fun strikes. A lot around current events. Some seem mispriced based on the prepared remarks / Q&A split. Will be a fun one. Here are some thoughts. https://t.co/6aQC7XHgWi $HLT Kalshi's market on Hilton's earnings has some fun strikes. A lot around current events. Some seem mispriced based on the prepared remarks / Q&A split. Will be a fun one. Here are some thoughts. https://t.co/6aQC7XHgWi"  
[X Link](https://x.com/SurfShopCapital/status/2021600886301040775)  2026-02-11T15:03Z [---] followers, [--] engagements


"For $HYPE to consolidate like this given the crypto / speculative price action over past week is pretty incredible. Someone had told me to look at $PURR and I encourage others to as well. DAT w/ buyback thats a discounted way to play $HYPE (which also burns coins + benefits massively from recent metals price action). Picked up some around [----]. https://twitter.com/i/web/status/2018327281047949601 https://twitter.com/i/web/status/2018327281047949601"  
[X Link](https://x.com/SurfShopCapital/status/2018327281047949601)  2026-02-02T14:14Z [---] followers, [---] engagements


"@ACapitalLP Thx for the lunch money"  
[X Link](https://x.com/SurfShopCapital/status/2018412305541747132)  2026-02-02T19:52Z [---] followers, [---] engagements


"Sold 70% of the $PURR adds here @ [----]. Closer to mNAV now and Fundstrat added to it later today so I'm trying to sell into that pump a bit. Bought more $IMSR"  
[X Link](https://x.com/SurfShopCapital/status/2018428279976308764)  2026-02-02T20:56Z [---] followers, [---] engagements


"$FIG holy hell"  
[X Link](https://x.com/SurfShopCapital/status/2018701899692695614)  2026-02-03T15:03Z [---] followers, [---] engagements


"$HYPE benefits from volatility and liquidations. It's broke out of it's recent wedge to the upside and is now retesting support. $PURR sold off this AM. After recently trimming I'm back in w/ 15k paid [----] this morning. I think once the morning stabilizes we'll see a rip 🫡"  
[X Link](https://x.com/SurfShopCapital/status/2019063130924409161)  2026-02-04T14:58Z [---] followers, [---] engagements


"Often in selloffs like this some SPAC warrants get dislocated. Here are the ones on my shopping list today: $BCARW $SVACW $DMYYW $WLACW"  
[X Link](https://x.com/SurfShopCapital/status/2019114649766015080)  2026-02-04T18:23Z [---] followers, [---] engagements


"$PURR I don't think I missed a filing but weird AH action. Just sold my position - especially with the underlying moving lower. This same price action happened yesterday and I was glad I sold"  
[X Link](https://x.com/SurfShopCapital/status/2019183782075490593)  2026-02-04T22:58Z [---] followers, [---] engagements


"$PURR Sold around 18k @ [----] definitely looking like the right move. Not sure who is lifting the asks in after hours like that two days in a row. $HYPE now 4% off its closing price and $PURR closed 5.14"  
[X Link](https://x.com/SurfShopCapital/status/2019219467021217912)  2026-02-05T01:20Z [---] followers, [---] engagements


"$PURR reloaded 15k paid [----]. I see spot (4.55) at a 19.5%) premium to fully diluted NAV. I think sub 20% is a good buy"  
[X Link](https://x.com/SurfShopCapital/status/2019434034267582608)  2026-02-05T15:32Z [---] followers, [--] engagements


"Who let me put on a $WULF risk reversal this morning off $GOOGL Capex I need to talk to them"  
[X Link](https://x.com/SurfShopCapital/status/2019483165627121929)  2026-02-05T18:48Z [---] followers, [----] engagements


"I bought [---] $RDDT into the print at [---] premarket but just sold prior to the print because I'm weak. Going to feel either really good or really bad in about an hour. But just don't have an edge here"  
[X Link](https://x.com/SurfShopCapital/status/2019499090120253862)  2026-02-05T19:51Z [---] followers, [---] engagements


"$RDDT I knew those nerds would beat I bought [---] $RDDT into the print at [---] premarket but just sold prior to the print because I'm weak. Going to feel either really good or really bad in about an hour. But just don't have an edge here. I bought [---] $RDDT into the print at [---] premarket but just sold prior to the print because I'm weak. Going to feel either really good or really bad in about an hour. But just don't have an edge here"  
[X Link](https://x.com/SurfShopCapital/status/2019518298770272609)  2026-02-05T21:07Z [---] followers, [---] engagements


"$IREN $CIFR wow AH action"  
[X Link](https://x.com/SurfShopCapital/status/2019545036787183905)  2026-02-05T22:53Z [---] followers, [---] engagements


"I've just been saying "holy fuck Bitcoin" to myself like every [--] minutes for the whole day"  
[X Link](https://x.com/SurfShopCapital/status/2019565769814581717)  2026-02-06T00:16Z [---] followers, [---] engagements


"This looks like an interesting trade if I could understand wtf the resolution terms were. Need to look more into it gotta get my rocket scientist degree first. "The market resolves based on the CF Bitcoin Real-Time Index (BRTI) using a trimmed mean calculation. The resolution value is calculated by taking all BRTI values for each minute from market issuance until the specified time on the target date removing the top 20% and bottom 20% of values then averaging the remaining 60% of values. If the BRTI crosses the threshold at any point during the measurement period (triggering early"  
[X Link](https://x.com/SurfShopCapital/status/2019567482688717197)  2026-02-06T00:23Z [---] followers, [---] engagements


"@ACapitalLP This is why short $RACE worked so well. It was a leading indicator"  
[X Link](https://x.com/SurfShopCapital/status/2019567610631975239)  2026-02-06T00:23Z [---] followers, [---] engagements


"@BondKingJanusH1 I use TradingView and the default is Bitstamp looks like it wicked to [-----] there"  
[X Link](https://x.com/SurfShopCapital/status/2019573124858003501)  2026-02-06T00:45Z [---] followers, [--] engagements


"@ACapitalLP 608% in less than three years is uninvestable When you get to be my age you'll learn some of that patience"  
[X Link](https://x.com/SurfShopCapital/status/2019604803123552763)  2026-02-06T02:51Z [---] followers, [---] engagements


"I feel like its moreso the shareholder base of these two. $CORZ particularly. I'm a tech bro. I owned $CORZ like many other tech bros. I sold out of it two days ago to raise cash. I didn't care that it was a beneficiary just that I knew that other tech bros might sell it and I thought it was going lower. https://twitter.com/i/web/status/2019606334249775574 https://twitter.com/i/web/status/2019606334249775574"  
[X Link](https://x.com/SurfShopCapital/status/2019606334249775574)  2026-02-06T02:57Z [---] followers, [---] engagements


"Just kidding I'm a God $WULF Who let me put on a $WULF risk reversal this morning off $GOOGL Capex I need to talk to them Who let me put on a $WULF risk reversal this morning off $GOOGL Capex I need to talk to them"  
[X Link](https://x.com/SurfShopCapital/status/2019800124587716731)  2026-02-06T15:47Z [---] followers, [---] engagements


"Many of these Super Bowl markets on Kalshi seem susceptible to insider trading especially with only [--] hours left until start. Who is advertising who is performing what the setlist will be etc. Just pulled the timeseries for all the individual markets and put around $10k total on anything that moved significantly (25%+) toward the Y side and sits around 85%. Just trying to align myself with the best "predictors". Let's see what happens 🤷♂ https://twitter.com/i/web/status/2020222250402873573 https://twitter.com/i/web/status/2020222250402873573"  
[X Link](https://x.com/SurfShopCapital/status/2020222250402873573)  2026-02-07T19:44Z [---] followers, [---] engagements


"On Kalshi you can trade earnings calls. They have decent liquidity (not great). Tomorrow is $KO's earnings call. For [--] years in a row they have raised their dividend. For the last earnings transcripts in Q4 they have stated: "Related to capital return we have an unwavering priority to grow our dividend as we've done with [--] consecutive years of dividend increases" Currently you can buy [----] shares of them saying "dividend" for 92c. Free Money Famous Last Words https://twitter.com/i/web/status/2020926066366325227 https://twitter.com/i/web/status/2020926066366325227"  
[X Link](https://x.com/SurfShopCapital/status/2020926066366325227)  2026-02-09T18:21Z [---] followers, [---] engagements


"$DMYY getting close to EFFECT. I expect it within the next two weeks. Record date a good sign. F4 on 1/14 F4/A on 1/30 Record date 2/6. 1/26 interview reiterating plans after going public. Latest proxy filing reiterating they applied to Nasdaq to uplist at close"  
[X Link](https://x.com/SurfShopCapital/status/2020974516151996488)  2026-02-09T21:34Z [---] followers, [---] engagements


"@valwithcatalyst @DoctorBradberry @SPACuity I can also recall a sponsor buying rights post deal. Before None come to mind. Not really a point outside of signaling - they have risk cap + could do a PIPE Im assuming Just weird"  
[X Link](https://x.com/SurfShopCapital/status/2021080503374229923)  2026-02-10T04:35Z [---] followers, [--] engagements


"$KO Thank you Cane Sugar Y bidders On Kalshi you can trade earnings calls. They have decent liquidity (not great). Tomorrow is $KO's earnings call. For [--] years in a row they have raised their dividend. For the last earnings transcripts in Q4 they have stated: "Related to capital return we have an unwavering https://t.co/5sgXYSFW6C On Kalshi you can trade earnings calls. They have decent liquidity (not great). Tomorrow is $KO's earnings call. For [--] years in a row they have raised their dividend. For the last earnings transcripts in Q4 they have stated: "Related to capital return we have an"  
[X Link](https://x.com/SurfShopCapital/status/2021232942249361545)  2026-02-10T14:41Z [---] followers, [---] engagements


"I wanted to try out Hyperliquid so just deposited $250 USDC on Coinbase via ACH and apparently I have to wait 3-5 days to ferry it off the platform. Is there any quicker way to get jumpstarted here I'm a crypto boomer"  
[X Link](https://x.com/SurfShopCapital/status/2021301989016035588)  2026-02-10T19:15Z [---] followers, [---] engagements


"@altcoinpediax Please mr. Emoji man stop bull posting and help me"  
[X Link](https://x.com/SurfShopCapital/status/2021303283994800209)  2026-02-10T19:20Z [---] followers, [--] engagements


"@altcoinpediax Okay thanks at least now I know I thought crypto was supposed to be about speed :( now I have to wait to get 20x levered HYPE"  
[X Link](https://x.com/SurfShopCapital/status/2021304806036369792)  2026-02-10T19:26Z [---] followers, [--] engagements


"For fun here's what I currently have going into the $HOOD earnings call market. I trade around a lot during these things but I'll post my PnL afterward good or bad. Brief Notes in my head: attached as a screenshot"  
[X Link](https://x.com/SurfShopCapital/status/2021314215047213423)  2026-02-10T20:03Z [---] followers, [----] engagements


"@tradingrust @NotAJewIHope Cleaning up for the ipo"  
[X Link](https://x.com/SurfShopCapital/status/2021319836832293237)  2026-02-10T20:26Z [---] followers, [--] engagements


"I feel like usually these have a catch. What's the catch here I agree these stats look good. Just glanced at the 10k and see the Nevada domicile are they caught up on their interest payable I see that they redeemed [-----] in September but sometimes these guys mess up extension payments. Otherwise nice catch"  
[X Link](https://x.com/SurfShopCapital/status/2021328610809012718)  2026-02-10T21:01Z [---] followers, [--] engagements


"Nice Yeah the small float one gets orphaned this one is likely good. In my old SPAC days I've seen sponsors forget to pay income taxes pre-redemptions (or withhold like you mentioned for the balance sheet item) and then they have to pay on the small remaining float which is obviously too punitive on a per share basis. Then they start calling asking for redemption money back. Good find https://twitter.com/i/web/status/2021330419577450864 https://twitter.com/i/web/status/2021330419577450864"  
[X Link](https://x.com/SurfShopCapital/status/2021330419577450864)  2026-02-10T21:08Z [---] followers, [--] engagements


"Thoughts on Kalshi's #SHOP market tomorrow morning. I see less mispriced strikes and this one has less volume so not as fun. Don't really have any positions built yet. Will look at Hilton's shortly"  
[X Link](https://x.com/SurfShopCapital/status/2021385763342909499)  2026-02-11T00:48Z [---] followers, [---] engagements


"@dimitrisnatsis @Venu_7_ this Both $WULF and $CIFR got great MS upgrades + exposure to $GOOGL capex recently raised through their lease"  
[X Link](https://x.com/SurfShopCapital/status/2021408806899679347)  2026-02-11T02:19Z [---] followers, [---] engagements


"$SHOP Came out alive on this barely above breakeven. They were namedropping like CRAZY but somehow didn't manage to mention Amazon Klarna or Black Friday - even one of those would have given me a big boost. Thoughts on Kalshi's #SHOP market tomorrow morning. I see less mispriced strikes and this one has less volume so not as fun. Don't really have any positions built yet. Will look at Hilton's shortly. https://t.co/xw9enXsqGA Thoughts on Kalshi's #SHOP market tomorrow morning. I see less mispriced strikes and this one has less volume so not as fun. Don't really have any positions built yet."  
[X Link](https://x.com/SurfShopCapital/status/2021601214782128532)  2026-02-11T15:04Z [---] followers, [---] engagements


"@EricTheUmpire Ive been away from this one. Did his wife stop selling"  
[X Link](https://x.com/SurfShopCapital/status/2021638948179882377)  2026-02-11T17:34Z [---] followers, [---] engagements


"Post earnings can now track $PURR nav here: I bought a lot more around [----] this morning given the move in underlying & good execution on call. 2/14 I can move my USDC off Coinbase and really let that leverage rip XD https://www.hypestrat.xyz/dashboard https://www.hypestrat.xyz/dashboard"  
[X Link](https://x.com/SurfShopCapital/status/2021968533807382803)  2026-02-12T15:23Z [---] followers, [---] engagements


"@ACapitalLP $SRG looks interesting down here. Old Sears malls"  
[X Link](https://x.com/anyuser/status/1910419696475648296)  2025-04-10T19:48Z [---] followers, [---] engagements


"$FLD Just bought SO MUCH. I see this at around $2.01/BTC per FDSO. I have participated in NRAs in the past and know that everyone rushes to the exit at the same time so to me this is an obvious dislocation. Can someone check my math here"  
[X Link](https://x.com/SurfShopCapital/status/1910752751317025083)  2025-04-11T17:52Z [---] followers, [----] engagements


"$FLD $BTC Also - you're telling me there won't be a deal or concessions or progress over the weekend $SPY / $BTC strength are your confirmation"  
[X Link](https://x.com/SurfShopCapital/status/1910762018006564919)  2025-04-11T18:28Z [---] followers, [---] engagements


"$FLD Can compare with their original 424B3 on 1/24 we were guided to a similar FDSO (some change in issuance / stock rewards). I'm pretty confident this is a temporary disconnect. It's page [--] of their 424B3"  
[X Link](https://x.com/SurfShopCapital/status/1910772878376579261)  2025-04-11T19:12Z [---] followers, [---] engagements


"@SPAC_zilla I attempted to calculate it's BTC/share post-unlock. I think it's overdone but not 100% sure in my calculations. Fold is also a real business (not too familiar with CYCU). I took a stab here but happy to be convinced otherwise"  
[X Link](https://x.com/SurfShopCapital/status/1910777768612409639)  2025-04-11T19:31Z [---] followers, [---] engagements


"@ThisisMarcG I think I'm right but still looking to confirm just pulled from the S1. But no worries happy to share work that helps"  
[X Link](https://x.com/SurfShopCapital/status/1910790644081009093)  2025-04-11T20:22Z [---] followers, [--] engagements


"Some SPACs I'm focusing on the following for this next week: $USAR China just escalated the rare earth chronicles again today drafting a new regulatory system to prevent supplies getting to USA (NYT). If Trump formally responds via industry subsidies / licenses accelerations this theme could be come more popular. $FLD S1 Effect crushed the stock Friday. This is a real business (600k+ have the card) and have around $2.01 in BTC /FDSO. I think NRA-driven selling subsides and this rebounds. $ASTS FCC approval / Verizon DA / launch timeline confirmation could literally come any day. Rebounded"  
[X Link](https://x.com/SurfShopCapital/status/1911500782102258089)  2025-04-13T19:24Z [---] followers, [----] engagements


"$BULL No position but I see current market cap at around $15.4B fully diluted. The "30 million shares" is a fallacy though this could run much higher in the short-term given the temporarily constrained float. Source is the biz closing 8k"  
[X Link](https://x.com/SurfShopCapital/status/1911763232609477067)  2025-04-14T12:47Z [---] followers, [----] engagements


"@Realized_Gains Do you have a source"  
[X Link](https://x.com/SurfShopCapital/status/1912213330464284726)  2025-04-15T18:35Z [---] followers, [---] engagements


"$ASTS Theres a BBG news alert saying Betaville (M&A blog) issued a rumor alert. The source is trading contacts. No idea what stock to put in this and my old boss used to call Betaville Thetaville fwiw. Anyone have the article / subscription"  
[X Link](https://x.com/SurfShopCapital/status/1912215501641507235)  2025-04-15T18:44Z [---] followers, [----] engagements


"@ASTS_Investors @Reformed_Trader It's all I can currently see. I don't have access to the blog just BBG but would love for someone to confirm / prove me wrong"  
[X Link](https://x.com/SurfShopCapital/status/1912217892722012357)  2025-04-15T18:54Z [---] followers, [---] engagements


"If you're $ASTS I wonder if there is any possible way to use this to your advantage. I've always been curious as to the mental calculus behind these leaks whether they are for leverage / force someone to come to the table. Totally agree with your commentary on Betaville though. But the idea that this story is now out there probably increases the value of wingy options for the next [--] months I would think. I have some short vol on curious if I should sell more (thetaville) or try to play mental 4D chess and take some off under the idea that this story will escalate and is the first of a series"  
[X Link](https://x.com/SurfShopCapital/status/1912226126233264541)  2025-04-15T19:26Z [---] followers, [----] engagements


"@DragonMaxGoku How is that posted at 4:32 EST Given that + spelling errors looks almost doctored to me"  
[X Link](https://x.com/SurfShopCapital/status/1912235325381820905)  2025-04-15T20:03Z [---] followers, [---] engagements


"@thekookreport Post is from the future lol"  
[X Link](https://x.com/SurfShopCapital/status/1912237838327844877)  2025-04-15T20:13Z [---] followers, [---] engagements


"@OddDiligence I interpreted it as they didnt know whether or not the order would stick. Maybe thats too favorable of a view"  
[X Link](https://x.com/SurfShopCapital/status/1912454695857061909)  2025-04-16T10:35Z [---] followers, [---] engagements


"$ASTS Looks like a launch delay no The website doesn't look incredible but it's the "Press Information Bureau" of India so would think it's legit if anyone cares to comment. But original guidance was May and this looks like July. Thoughts Trying to understand better so happy to be corrected. May - PSLV-C61/EOS-09 May/June - TV-D2 June - GSLV-F16/NISAR July - LVM3-M5/AST SpaceMobile Bluebird Block-2 https://t.co/bBBxZTQZNV https://t.co/oqlthj6qGf May - PSLV-C61/EOS-09 May/June - TV-D2 June - GSLV-F16/NISAR July - LVM3-M5/AST SpaceMobile Bluebird Block-2 https://t.co/bBBxZTQZNV"  
[X Link](https://x.com/SurfShopCapital/status/1913255896362180654)  2025-04-18T15:38Z [---] followers, [----] engagements


"@tottaway22 Thanks. I kind of just follow @CatSE___ApeX___ posts for timeline and a recent one appeared to show a chance for May. Would you agree this looks to be the most recent legitimate date though So base case now July"  
[X Link](https://x.com/SurfShopCapital/status/1913258597959577608)  2025-04-18T15:49Z [---] followers, [----] engagements


"@ThomasP71900871 Im not sure they are required to announce this change quickly though so if its coming from an official source Id still deem it legitimate. Im just trying to keep up"  
[X Link](https://x.com/SurfShopCapital/status/1913258887689482660)  2025-04-18T15:50Z [---] followers, [---] engagements


"@CatSE___ApeX___ @tottaway22 Totally makes sense wasnt trying to put words in your mouth just trying to find a frame of reference. Thanks"  
[X Link](https://x.com/anyuser/status/1913280221505073559)  2025-04-18T17:15Z [---] followers, [----] engagements


"@WelfareCapLLC FWIW I have very similar internal monologue each time I model something so this was a hilarious read"  
[X Link](https://x.com/SurfShopCapital/status/1914410651671278001)  2025-04-21T20:07Z [---] followers, [---] engagements


"$FLD Have exited 75% of the position from $3.95 - $4. Does it go higher Probably. But previously the existing business was valued at $.65 if you subtracted the value of the BTC from its balance sheet while that stands at $1.70 today a 2.5x increase. This dislocation was due to the float expansion. I won't be following this closely anymore and I've left stops on my running position at $3.50 and will exit fully from $4.50 - $5. Updated BTC/FDSO @ $91.6k BTC: $FLD Just bought SO MUCH. I see this at around $2.01/BTC per FDSO. I have participated in NRAs in the past and know that everyone rushes"  
[X Link](https://x.com/SurfShopCapital/status/1914760565584503130)  2025-04-22T19:17Z [---] followers, [----] engagements


"$WULF I've moved most of my $FLD profits into $WULF Jan 26' 3.5c from .65 to .75. I want to stay within the BTC thematic given the clear breakout and the fact that it's both 1) risk-on and 2) tied to global M2 expansion. $WULF is the only HPC miner that has 1) a tenant with great credit and 2) actively buying back shares with stated plans to increase the buyback as shown in the quoted tweet. I think $BTDR has a buyback but no deal. Yes they "ignored" their Core42 option on 3/31 and I'm personally of the mind that Core42 will probably take less than expected / what their option entitles them"  
[X Link](https://x.com/SurfShopCapital/status/1914762841758032174)  2025-04-22T19:26Z [---] followers, [----] engagements


"@TRUMP_BTC_MEMES @GenXWarrior9 @grok $FLD mNAV is closer to 1.75x - 2x now can check the calculations on my page to confirm (I'm using FDSO). Not saying it's expensive as that doesn't value the credit card business but [--] is much too low"  
[X Link](https://x.com/SurfShopCapital/status/1914774847734894678)  2025-04-22T20:14Z [---] followers, [--] engagements


"$SOC Bought 5k afterhours @ $18. Pretty sure this mixed shelf has been telegraphed & it's for their Exxon debt refi. Willing to be corrected (and if you correct me please take my shares as well LOL)"  
[X Link](https://x.com/SurfShopCapital/status/1914782661614403875)  2025-04-22T20:45Z [---] followers, [----] engagements


"@WishyWishing I think it's procedural more than bullish"  
[X Link](https://x.com/SurfShopCapital/status/1914783515394089017)  2025-04-22T20:48Z [---] followers, [---] engagements


"@3PeaksTrading This was a really smart observation feel like this combined with $BTCs continued strength in its breakout from couple month downtrend were great price action clues. Nice call"  
[X Link](https://x.com/SurfShopCapital/status/1914803664914358475)  2025-04-22T22:09Z [---] followers, [--] engagements


"$CEP apparently BBG initial rumor had the wrong ticker / vehicle"  
[X Link](https://x.com/SurfShopCapital/status/1915053603439645034)  2025-04-23T14:42Z [---] followers, [---] engagements


"Agree on these points - kind of interested how it will trade given two opposite forces: 1) Premium to BTC expands as BTC price increases which would mean $CEP trades higher. 2) If $BTC trades higher more shares issued as you stated - means that $CEP's beta to BTC should be dampened. I had bought small @ $14 and sold half around $15 once I better understood the dynamic. I would think logically this trades lower but guess we should see. The duration to close means even if the float turns over would think people get bored. this vehicle doesn't have unlimited upside to $BTC given the share"  
[X Link](https://x.com/SurfShopCapital/status/1915104741610402198)  2025-04-23T18:05Z [---] followers, [----] engagements


"$CEP Most likely this goes to $100 and I'm once again a dumbass. SPAC + BTC and I'm trying to use any logic I deserve to get taken to the farm. @OddDiligence @SPACMAN17 Agree on these points - kind of interested how it will trade given two opposite forces: 1) Premium to BTC expands as BTC price increases which would mean $CEP trades higher. 2) If $BTC trades higher more shares issued as you stated - means that $CEP's beta to BTC should be @OddDiligence @SPACMAN17 Agree on these points - kind of interested how it will trade given two opposite forces: 1) Premium to BTC expands as BTC price"  
[X Link](https://x.com/SurfShopCapital/status/1915109240748056944)  2025-04-23T18:23Z [---] followers, [---] engagements


"$DMYY Just picked up 2k shares. I think with $CEP moving so aggressively (Can't believe I missed that) $BULL moving well last week that some pre-close SPACs might have better r/r than being priced in. Additionally there has been some aggressive call buying in some quantum names for 5/2 expiry ($RGTI $IONQ). Likely just playing for a beta move / squeeze higher but think DMYY is a significantly less risky medium to trade the theme. It also has significant upside given technical dynamics. Maybe DMY team will find their way again after attempting to bring an affiliate fake rain company public"  
[X Link](https://x.com/SurfShopCapital/status/1915408174632362354)  2025-04-24T14:11Z [---] followers, [----] engagements


"$DMYY This name is particularly interesting given the NAV "issues" it's had. As per their 3/27 8k the company had withdrawn too much from trust (many SPACs have done this withdrawing too much - it has to do with the high redemptions + interest these companies earn during the redemption period). This caused the SPAC to trade at depressed / wide levels given no one knew where the extra supposed cash was. I had owned some previously and thought I was taking advantage of the decent extension terms - was pretty pissed when I saw the Qs showing I had lost a decent amount. That was fixed with the"  
[X Link](https://x.com/SurfShopCapital/status/1915411071478714440)  2025-04-24T14:22Z [---] followers, [---] engagements


"At first I was leaning toward this being someone that is acknowledging a technical breakout ($24 big level 200day @ [-----] RSI breakout) and wanting to get stopped out if it flies through given how many retests it had. That being said buying the 1dte that's $1.50 away doesn't really make sense to get stopped out. I'm pretty confused as to the reasoning here. It's not the way I'd personally hedge risk on such a short timeframe - any opinion here"  
[X Link](https://x.com/SurfShopCapital/status/1915434675494887630)  2025-04-24T15:56Z [---] followers, [---] engagements


"@TariqMelhem6 $WULF so far so good"  
[X Link](https://x.com/SurfShopCapital/status/1915438028350247354)  2025-04-24T16:09Z [---] followers, [--] engagements


"@sj_xxxxxxx Responding to this while pissing"  
[X Link](https://x.com/SurfShopCapital/status/1915443737087406288)  2025-04-24T16:32Z [---] followers, [---] engagements


"$DMYY As of 2:15pm EST around 565k shares have traded as of the past week. Per the recent 10k showing [-------] common shares that's around 25% of the float. The thing about $CEP that I did notice is that once the float turns over the SPAC arbs that composed the original shareholder base tend to be gone which means price discovery can occur. This name also had decent turnover (2mm shares over [--] days) on DA which means the float has essentially turned over 1.5x+ since DA. I think we're very close to price discovery at this point"  
[X Link](https://x.com/SurfShopCapital/status/1915470276965408814)  2025-04-24T18:17Z [---] followers, [---] engagements


"@Spac__Trader Oops I meant LOI nice catch"  
[X Link](https://x.com/SurfShopCapital/status/1915482416740811020)  2025-04-24T19:06Z [---] followers, [--] engagements


"@EricTheUmpire Kinda nailed the price tho"  
[X Link](https://x.com/SurfShopCapital/status/1915484708047339694)  2025-04-24T19:15Z [---] followers, [---] engagements


"@thekookreport @spacanpanman Would be electric. Reading the article on the bill said it would be unveiled as early as Friday evening but I guess there could be leaks prior. Lets see"  
[X Link](https://x.com/SurfShopCapital/status/1915571786462212292)  2025-04-25T01:01Z [---] followers, [---] engagements


"$SPHR Really nice outcome. The possibility of reducing the rights fees had appeared in the risk factors of MSGS but I didnt think it was actually going to happen. Nice win and I think $200mm + only $15mm contribution from ParentCo is better than consensus. I think more importantly this stock is no longer dead money. This was different than your normal catalyst given the size of the possible EV inferred move ($15+/share). Most just wanted to see it resolved before evaluating it at least from those I talked to. Now you get the benefit of the positive outcome AND a new shareholder base given the"  
[X Link](https://x.com/SurfShopCapital/status/1915743957549551722)  2025-04-25T12:25Z [---] followers, [----] engagements


"Call me a hater but I don't think the bull market will come back quickly - the newer vehicles don't have the same properties as what drove the original SPAC bull market: 1) Probably the most important difference is the toxic vehicle composition due to syndicated risk capital. Risk capital is more expensive now and given the larger number of parties involved the price performance post-close will be worse. This turns off potential targets is harder to negotiate DA's and will hurt retail involvement which drove the original bull market. 2) Fast time to deSPAC. SEC process significantly slower"  
[X Link](https://x.com/SurfShopCapital/status/1915753076532662666)  2025-04-25T13:01Z [---] followers, [---] engagements


"$SPHR Just bought [--] Jun 30c's for [----] (half @ [----] and half @ 2.30). I personally think it is crazy that we can buy this name just 5% higher than close - and it should capture earnings"  
[X Link](https://x.com/SurfShopCapital/status/1915766135594659894)  2025-04-25T13:53Z [---] followers, [---] engagements


"I agree and similarly added exposure but think it's a combination of 1) fatigue with the name 2) concern around vegas travel and 3) interpreting and acting on the file this AM. This name is also pretty illiquid and has a wide spread so often has a pretty large EOD imbalance. I wouldn't be surprised if we saw a bigger move to $30 towards the end of the day"  
[X Link](https://x.com/SurfShopCapital/status/1915783062866067886)  2025-04-25T15:00Z [---] followers, [--] engagements


"$FLD This is ALSO why I swear by technical analysis and crayons even though I got a lot of **** in the past. Since this post $BTC has ramped significantly 2k+ but $FLD is off around $.25 or 5%+. Fundamentally it's in a better spot than it was on 4/22 - its treasury is worth more and presumably its card business. Yet particularly in names driven by retail investors (the names I like to trade) intraquarter moves are largely determined by trend following / accumulation and distribution. It was very clear 1) the volume shelf at $4 and 2) the broken support at $4. When everyone pulls up the chart"  
[X Link](https://x.com/SurfShopCapital/status/1915792119504969887)  2025-04-25T15:36Z [---] followers, [---] engagements


"Agree with everything you typed out. Only thing I'd point out is not a lot of the volume on those 25.5c carried over to OI. Doesn't mean $ASTS won't get share of the contract but it could mean that the original buyer got the timing wrong. My read of the news surrounding the bill is that it could be unveiled post-close and I doubt AST will be mentioned by name - I could be wrong but would think low probability anything market-moving related to the bill would happen today. Would love to be wrong"  
[X Link](https://x.com/SurfShopCapital/status/1915804190296736016)  2025-04-25T16:24Z [---] followers, [---] engagements


"@kiantrades Wonder why they would even sell that top strike. Not getting a lot of premium saved probably paid $.01 to .02 in commissions and $CORZ has proven to trade w/ beta names so would think they should just leave it uncapped"  
[X Link](https://x.com/SurfShopCapital/status/1915805146451218477)  2025-04-25T16:28Z [---] followers, [---] engagements


"$ASTS "We expect to ship the first next-generation Block [--] BB satellite to the launch provider by the end of April [----] for a launch estimated to occur shortly thereafter which will commence our launch campaign of approximately [--] Block2BB satellites in [----] through 2026." Seems like a positive confirmation to me. Don't think anything new but good to see doubt they would include if they weren't shipping it in next week. From today's ARS: https://www.sec.gov/Archives/edgar/data/1780312/000164117225006203/formars.pdf https://www.sec.gov/Archives/edgar/data/1780312/000164117225006203/formars.pdf"  
[X Link](https://x.com/SurfShopCapital/status/1915866991094829170)  2025-04-25T20:34Z [---] followers, 13.8K engagements


"@shortmsger It doesn't make a lot of sense to me but why wouldn't they change guidance"  
[X Link](https://x.com/SurfShopCapital/status/1915891773333012922)  2025-04-25T22:12Z [---] followers, [----] engagements


"@ACapitalLP @BerkelKip 1) write quick python script that utilizes Edgar api + pings your choice of LLM 2) something like FinTool 3) maybe you can download each 10k and zip them together then ask the llm to go 1by1 Ill try this when home"  
[X Link](https://x.com/SurfShopCapital/status/1916156840414429276)  2025-04-26T15:46Z [---] followers, [----] engagements


"$CLBR The great thing about investing in these MAGA SPACs is not only is the playbook known it is pitched as part of being a shareholder. The influencer playbook (though admittedly this is early) was a major part of $PSQH "success". I add the quotes given the success was most certainly short-term. Big things coming for @GrabAGun One of the most exciting pro-2A companies out there. Stay tuned $CLBR. HUGE for American patriots who love the 2nd Amendment $PEW Big things coming for @GrabAGun One of the most exciting pro-2A companies out there. Stay tuned $CLBR. HUGE for American patriots who love"  
[X Link](https://x.com/SurfShopCapital/status/1916906068204007889)  2025-04-28T17:23Z [---] followers, [---] engagements


"@___Descartes___ @stepnotonpets Thats a hilarious statement. Who is setting what trap Across all these names"  
[X Link](https://x.com/SurfShopCapital/status/1916921775335870689)  2025-04-28T18:25Z [---] followers, [---] engagements


"@mikealfred Lmaooooo"  
[X Link](https://x.com/SurfShopCapital/status/1917327462570094748)  2025-04-29T21:17Z [---] followers, [----] engagements


"Looks like a calendar to me (sell 2nd buy 9th) given 2nd is hitting bid and 9th is lifting. Could be someone betting for news / earnings capture could be someone thinking short-term vol too high not sure - structure is inherently short Vega long delta though so bullish Just not sure if $ASTS specific or picking high beta name at random"  
[X Link](https://x.com/SurfShopCapital/status/1917737946913833314)  2025-05-01T00:28Z [---] followers, [---] engagements


"$DMYY I took some of the $ASTS profits / $SPHR capital and rolled this into $DMYY. Up to around 5k shares here. The name has been nicely consolidating above $12.50 while other SPACs continue to grind higher. $CEP (still can't believe I missed this one) has doubled since $DMYY made it's initial move $CLBR experienced brief euphoria and other near-NAV SPACs have lifted slightly. Importantly there is demand for new SPAC issuance and more investor eyes are on the space. My main concern is the DA has substantially different terms than expected - but I think the certainty granted by the filing will"  
[X Link](https://x.com/SurfShopCapital/status/1918320402956488788)  2025-05-02T15:03Z [---] followers, [----] engagements


"Bit of a longer post but something I've been thinking about with the $ASTS price action today bear with me. Certain large companies have strategic investments in other publicly listed companies. NVDA GOOGL are both key examples of this. As a trader you can leverage this to make money - for example there was a trade you could put in surrounding $NVDA 13F filings: 1) $NVDA invests in a $160mm funding round for $APLD in early September [----] and was issued common stock as a result. 2) $NVDA is required to report that common stock on their 13F which is due [--] days post quarter end (9/30 + [--] ="  
[X Link](https://x.com/SurfShopCapital/status/1918340780407832663)  2025-05-02T16:24Z [---] followers, [---] engagements


"@yakker112 It was on Polymarket. I bet on it and lost"  
[X Link](https://x.com/SurfShopCapital/status/1918372368394633503)  2025-05-02T18:29Z [---] followers, [--] engagements


"$WULF AI / HPC names had a great week with many 30-50%+ off the recent lows. With $BTC persistently bid I still think $WULF is a great buy here and my 2nd largest position. They report 5/9 in the A.M. here are some recent bread crumbs I've been following that make me think progress toward G42 / diversification will be mentioned: 2/28 Q4 Earnings: Initiated integration of Cayuga in [----] - this speaks to increased short-term demand. Late March / Early April - Analyst Calls: I didn't have a call with the team but received color that the $WULF team reassured investors that the Core42 option"  
[X Link](https://x.com/SurfShopCapital/status/1919090160634937572)  2025-05-04T18:02Z [---] followers, [----] engagements


"Ive been thinking about this as well. Theres one current SPAC $RRAC thats merging with Aurous (SA gold miner) but its been very slow-going - would have expected to see additional at this point. $HCVI also merging w/ Namib Materials another Africa Gold Producer but hasnt closed. Obviously not exactly what youre talking about - but maybe if either of these deals see traction well see additional in the space. As far as SPACs go both teams are better than average - RRAC is GS underwritten & Hennessy is a serial sponsor"  
[X Link](https://x.com/anyuser/status/1919136429567066554)  2025-05-04T21:05Z [---] followers, [----] engagements


"I think academically youre obviously correct. But I think in reality stocks like $MSTR are so strong because of their cult following - selling any BTC at all risks losing the cult (and therefore juiced premium mNAV). Maybe if he gave guidance youre right any potential discount would be shallower but I also think the cult status would be gone and any potential mNAV premium would have a lower ceiling"  
[X Link](https://x.com/SurfShopCapital/status/1919161261813571812)  2025-05-04T22:44Z [---] followers, [---] engagements


"$WULF This article reads bullish another reason I'm long / adding into the earnings 5/9: "People familiar with the matter added that some of G42s subsidiaries which include AI applications cloud computing and data centre companies are expected to make announcements about US business plans in the coming months." "Filings show that a company called G42 USA was incorporated in Delaware in January." https://www.ft.com/content/eaf31187-d5cf-4c5c-a153-a1d36da2defd https://www.ft.com/content/eaf31187-d5cf-4c5c-a153-a1d36da2defd"  
[X Link](https://x.com/SurfShopCapital/status/1919388020748243112)  2025-05-05T13:45Z [---] followers, [----] engagements


"$DMYY Store of value"  
[X Link](https://x.com/SurfShopCapital/status/1919390501075058842)  2025-05-05T13:55Z [---] followers, [---] engagements


"@Omnislash4k Agreed after the recent war over the 200d it just had to be retested - I'm planning to scale in sub [----] but wouldn't be surprised to see it undercut then move higher"  
[X Link](https://x.com/SurfShopCapital/status/1919392269217460596)  2025-05-05T14:02Z [---] followers, [---] engagements


"@JPATrades Guy is barely down if all commons post is [--] days old"  
[X Link](https://x.com/SurfShopCapital/status/1919511203438579758)  2025-05-05T21:55Z [---] followers, [----] engagements


"$PLTR Testing my luck after that $NFLX trade bought [---] shares of $PLTR paid [------]. The victory laps from the bears endless depth of tech bro wallets ready to buy the dip. Boils down to $PLTR is a momentum barometer and I think momentum pain trade is higher short-term"  
[X Link](https://x.com/SurfShopCapital/status/1919512013325127720)  2025-05-05T21:58Z [---] followers, [---] engagements


"By pivots do you mean deals Havent been that many. $CORZ first was in June [----] not earnings call. Extensions were on earnings. $WULF first was in Dec [----] not earnings call. But Im banking on extension / new tenant this call. $GLXY was in March [----] I think first time alongside earnings call. Others like $BITF / $MARA / $RIOT / $IREN have announced a pivot but dont have contracts yet for a number of reasons. Pivots are a dime a dozen though especially for those that are fleecing ppl with ATMs. $WULF also doesnt post monthly updates anymore not sure about the others."  
[X Link](https://x.com/anyuser/status/1919542357705282045)  2025-05-05T23:58Z [---] followers, [---] engagements


"$FRGT Was introduced to this company by a friend - a small logistics company that is planning to issue a convert to buy $TRUMP with the ultimate goal to promote active commerce between the US and Mexico. Wait what I did like [--] minutes of random research sharing -"  
[X Link](https://x.com/SurfShopCapital/status/1919848406450569519)  2025-05-06T20:15Z [---] followers, [----] engagements


"$FRGT To summarize - this is a bad company with an odd history that is in a terrible current sector. It has concentration risk launches oddly-named weird products poor capital allocation and will be hitting the bid as you buy shares. However they play the game well and have a clear catalyst on 5/22 (Trump's dinner). Unfortunately I'm long shares now. Bought 10k paid [----]. Would love anyone to share any other hilarious facts about this ShitCo"  
[X Link](https://x.com/SurfShopCapital/status/1919848424448364784)  2025-05-06T20:15Z [---] followers, [---] engagements


"$ASTS Growing up and getting its first levered ETF. $CEP Also - very curious how this will work. Has a pre-close SPAC ever received a levered ETF LOL. If this is effective I guarantee there will be a trade surrounding close + options + levered ETF just need to think on it. Trdr filed [--] double leverage single stock ETFs Tradr 2X Long $ASTS Daily ETF Tradr 2X Long $CEG Daily ETF Tradr 2X Long $CRWV Daily ETF Tradr 2X Long $DDOG Daily ETF Tradr 2X Long $GEV Daily ETF Tradr 2X Long $ISRG Daily ETF Tradr 2X Long $LRCX Daily ETF Tradr 2X Long $NET https://t.co/jI3sRgHH8T Trdr filed [--] double"  
[X Link](https://x.com/SurfShopCapital/status/1919885527429325132)  2025-05-06T22:42Z [---] followers, [----] engagements


"$CEP Likely not going to happen with $CEP given the shareholder base and trading way above NAV but can you imagine trading the levered ETF after a high-redemption meeting"  
[X Link](https://x.com/SurfShopCapital/status/1919886628580962668)  2025-05-06T22:46Z [---] followers, [---] engagements


"$SPHR Disney $DIS announces their new park is in Abu Dhabi. Obvious positives for a look through to Spheres new building demand. If only I helddddddddd"  
[X Link](https://x.com/SurfShopCapital/status/1920112380010250361)  2025-05-07T13:44Z [---] followers, [---] engagements


"@ACapitalLP @InsideArbitrage"  
[X Link](https://x.com/SurfShopCapital/status/1920290730041376935)  2025-05-08T01:32Z [---] followers, [--] engagements


"Not exactly the full story here. Id argue that $DMYY is trading $14+ largely because of the float dynamics (small float) and NAV safety (downside capped). Once this closes and the warrants are exerciseable then the two components above that are driving the price right now are gone. $DMYY will likely trade lower and the warrants are pricing that in right now - they arent at a discount. $DMYY is a great trade until business combo is completed"  
[X Link](https://x.com/SurfShopCapital/status/1920960328407425248)  2025-05-09T21:53Z [---] followers, [---] engagements


"@Maximus_Holla Not how this works :( its got an LOI w/ a company thats valued at $500mm @ $10 and that valuation might change in the (hopefully soon) definitive agreement. So at current prices its valued at $725mm. I like the trade and Im in it but this is misleading"  
[X Link](https://x.com/anyuser/status/1920966964886810947)  2025-05-09T22:19Z [---] followers, [---] engagements


"@KevinLMak @ACapitalLP does really good work - hes taught me a lot about logic frameworks. Needs to work on his coding though"  
[X Link](https://x.com/SurfShopCapital/status/1921357256886567397)  2025-05-11T00:10Z [---] followers, [---] engagements


"It's an interesting question. The non-redemption agreements were much more lucrative as the breakeven deSPAC price was around $1.50 - $2 and you didn't have to write as big of a check upfront ($50 - 75k of financing vs. $300k - $500k risk cap check at IPO). A portfolio of these NRA names performed quite well (2-3x investment) as you only needed [--] or [--] to pay off for every [--] you participated in. I believe the success of this vintage has emboldened recent syndicate risk cap rounds. Syndicated risk cap also isn't apples to apples. Some terms have "fenced" shares where your check = fixed shares"  
[X Link](https://x.com/SurfShopCapital/status/1921580396677861746)  2025-05-11T14:57Z [---] followers, [---] engagements


"$FRGT sold on this spike to [----] Im done with this name lol"  
[X Link](https://x.com/SurfShopCapital/status/1921905863951872208)  2025-05-12T12:30Z [---] followers, [---] engagements


"@SPACuity $DMYY given previous success of DMY team smaller constrained float of 2.3mm higher NAV of 11+ and LOI in thematic sector that trades well (quantum)"  
[X Link](https://x.com/SurfShopCapital/status/1923345153864974449)  2025-05-16T11:49Z [---] followers, [---] engagements


"@Jake__Wujastyk Your brain fascinates me"  
[X Link](https://x.com/SurfShopCapital/status/1923555341389779185)  2025-05-17T01:45Z [---] followers, [---] engagements


"@BillyTheKid_59 Good list. Have you looked into $DMYY at all"  
[X Link](https://x.com/SurfShopCapital/status/1924268012997050595)  2025-05-19T00:57Z [---] followers, [---] engagements


"$FLD Think its a pretty fat pitch around [----]. $BTC on b/s now worth around [----] with the CEO basically stating they are going to buy additional on Twitter this week (PR likely good for a trade). Earnings were decent supply around $4 largely turned into demand post-earnings and ramp into their CC launch in back half of the year. I have scaled back in long around [-----] paid [----]. $FLD Have exited 75% of the position from $3.95 - $4. Does it go higher Probably. But previously the existing business was valued at $.65 if you subtracted the value of the BTC from its balance sheet while that stands"  
[X Link](https://x.com/SurfShopCapital/status/1925159821038235988)  2025-05-21T12:00Z [---] followers, [----] engagements


"$PRE $PRENW Has anyone been following this deSPAC They actually seem to be having a decent turnaround. I can break out the SOTP but they have a large stake in a private company called Insighta that they recently monetized part of (sold 15% stake for $30mm to Tencent still have 35% stake valued at $70mm). The IM8 new business is interesting. I have a position in commons from $6 and 200k warrant I paid $.01 for. These warrants also have an adjusted strike ($6.91 but there was a 1:15 reverse split). Wondering if there is any news / value here. @CallsPuts1 have you looked"  
[X Link](https://x.com/SurfShopCapital/status/1925603055975731436)  2025-05-22T17:21Z [---] followers, [----] engagements


"@EricTheUmpire This filing + extension made me add a lot to commons + warrants today. (DA) merger Monday"  
[X Link](https://x.com/anyuser/status/1928525559434219825)  2025-05-30T18:54Z [---] followers, [---] engagements


"I feel a $DMYY DA in my bones within the next [--] hours. Or maybe thats just the intense FOMO Im feeling"  
[X Link](https://x.com/SurfShopCapital/status/1930322367667958169)  2025-06-04T17:54Z [---] followers, [----] engagements


"$DMYY I was wrong. Merger Monday Regardless look at how beautiful this LOI chart is:"  
[X Link](https://x.com/SurfShopCapital/status/1931003624257196292)  2025-06-06T15:01Z [---] followers, [---] engagements


"@DumbInvestorGuy It was 3/8/2021 was a Monday"  
[X Link](https://x.com/SurfShopCapital/status/1931123353974174063)  2025-06-06T22:57Z [---] followers, [--] engagements


"@marginofdanger @vik_mittal @SPACuity @valwithcatalyst Im dying what 🤣 Maxim had previously pushed some pretty juicy terms in the drought periods"  
[X Link](https://x.com/anyuser/status/1933316370688606410)  2025-06-13T00:11Z [---] followers, [---] engagements


"$PRE $PRENW I am pretty happy with how this turned out lmao $PRE $PRENW Has anyone been following this deSPAC They actually seem to be having a decent turnaround. I can break out the SOTP but they have a large stake in a private company called Insighta that they recently monetized part of (sold 15% stake for $30mm to Tencent still $PRE $PRENW Has anyone been following this deSPAC They actually seem to be having a decent turnaround. I can break out the SOTP but they have a large stake in a private company called Insighta that they recently monetized part of (sold 15% stake for $30mm to Tencent"  
[X Link](https://x.com/SurfShopCapital/status/1935407472594112896)  2025-06-18T18:41Z [---] followers, [---] engagements


"@ACapitalLP @stockspinoffss @natstewart5 @ragingbullcap @ToffCap @LionelHutz_Esq @SpecSitsCapMgmt I pay you enough to be at the top of this list"  
[X Link](https://x.com/SurfShopCapital/status/1935420765270073841)  2025-06-18T19:34Z [---] followers, [---] engagements


"@vik_mittal @OddDiligence @spactrack Yep $ROSS had delisted think that was same round of calls. So cool. Totally agree @OddDiligence on the negative expertise in this area but just wanted to point out the guy does put in work. We kept a little because of him cant go against the ol USA. So not worth nothing"  
[X Link](https://x.com/SurfShopCapital/status/1938042997939077169)  2025-06-26T01:13Z [---] followers, [---] engagements


"@EricTheUmpire @Lids_CEO Youre such a tease Mr. Ump"  
[X Link](https://x.com/SurfShopCapital/status/1938735932389183846)  2025-06-27T23:07Z [---] followers, [---] engagements


"@8020perspective @ACapitalLP This time is different"  
[X Link](https://x.com/SurfShopCapital/status/1940181065597169988)  2025-07-01T22:49Z [---] followers, [---] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

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