# ![@Bkclaims Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::896261737.png) @Bkclaims Thomas Braziel

Thomas Braziel posts on X about if you, venezuela, crypto, debt the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::896261737/interactions)
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- [--] Week [-------] +141%
- [--] Month [-------] +2,186%
- [--] Months [---------] +27%
- [--] Year [---------] +63%

### Mentions: [--] [#](/creator/twitter::896261737/posts_active)
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- [--] Week [--] +9.70%
- [--] Month [--] +73%
- [--] Months [---] -24%
- [--] Year [---] -19%

### Followers: [------] [#](/creator/twitter::896261737/followers)
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- [--] Week [------] +0.50%
- [--] Month [------] +2.30%
- [--] Months [------] -1.20%
- [--] Year [------] -14%

### CreatorRank: [-------] [#](/creator/twitter::896261737/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::896261737/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  36.76% [countries](/list/countries)  13.24% [stocks](/list/stocks)  6.62% [cryptocurrencies](/list/cryptocurrencies)  5.15% [exchanges](/list/exchanges)  4.41% [technology brands](/list/technology-brands)  3.68% [celebrities](/list/celebrities)  2.21% [travel destinations](/list/travel-destinations)  1.47% [currencies](/list/currencies)  1.47% [musicians](/list/musicians)  0.74%

**Social topic influence**
[if you](/topic/if-you) #1872, [venezuela](/topic/venezuela) #349, [crypto](/topic/crypto) 5.88%, [debt](/topic/debt) 5.88%, [liquidity](/topic/liquidity) #4046, [cuba](/topic/cuba) 2.94%, [finance](/topic/finance) 2.94%, [investment](/topic/investment) 2.94%, [mt gox](/topic/mt-gox) #13, [bitcoin](/topic/bitcoin) 2.21%

**Top accounts mentioned or mentioned by**
[@brettharrison88](/creator/undefined) [@wholisticguy](/creator/undefined) [@cryptohayes](/creator/undefined) [@bitmex](/creator/undefined) [@eulerfinance](/creator/undefined) [@telosconsilium](/creator/undefined) [@elixir](/creator/undefined) [@mevcapital](/creator/undefined) [@silofinance](/creator/undefined) [@southeycapital](/creator/undefined) [@repcarlos](/creator/undefined) [@elonmusk](/creator/undefined) [@shahh](/creator/undefined) [@grok](/creator/undefined) [@cheo1955](/creator/undefined) [@watcherbiotech](/creator/undefined) [@amirtaakidev](/creator/undefined) [@ryantzhou](/creator/undefined) [@stockgutter](/creator/undefined) [@consensusgurus](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Travel + Leisure Co. (TNL)](/topic/$tnl) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Fiserv, Inc. (FI)](/topic/$fi) [Microsoft Corp. (MSFT)](/topic/microsoft) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$TNL $250m of EBITDA last quarter and language like this. Im definitely not a timeshare expert but this thing throws off cash like crazy. Underperforming locations They slowly take properties back via delinquent HOA fees then flip them through a [---] salebankruptcy-free and clean. Turning bad assets into decent cash. I like this setup. https://twitter.com/i/web/status/2005709773392531577 https://twitter.com/i/web/status/2005709773392531577"  
[X Link](https://x.com/Bkclaims/status/2005709773392531577)  2025-12-29T18:37Z 20.3K followers, [----] engagements


"$CORZ was a wild trade but honestly the best distressed crypto setup was Celsius. Claims traded 1020% for 75% recoveries (largely in BTC/crypto) plus the Ionic equity kicker. FTX was still a solid 28x but mostly flat and only 80%+ recovered"  
[X Link](https://x.com/Bkclaims/status/2014264329973928305)  2026-01-22T09:10Z 20.4K followers, [----] engagements


"Nam Tai (OTCMKTS: NTPIF) amazing financials finally in. Base case 2x from here with real multiples in play"  
[X Link](https://x.com/Bkclaims/status/2016986159298002994)  2026-01-29T21:25Z 20.4K followers, [----] engagements


"Man would be great to own a US oil biz now Heres the real TL;DR in English (US companies only): You can touch Venezuelan oil with oven mitts a U.S. lawyer OFAC on speed dial and zero friends named Russia Iran or China. Heres the real TL;DR in English (US companies only): You can touch Venezuelan oil with oven mitts a U.S. lawyer OFAC on speed dial and zero friends named Russia Iran or China"  
[X Link](https://x.com/Bkclaims/status/2017028841542164735)  2026-01-30T00:15Z 20.3K followers, [----] engagements


"@RepCarlos except CK Hutchison is a private company - clearly you have to compensate them for the contract or this is property theft"  
[X Link](https://x.com/Bkclaims/status/2017155291486302597)  2026-01-30T08:37Z 20.4K followers, [----] engagements


"Theres a serious opportunity around Cuba real estate and claims. If the idea of becoming the Donald Bren of Cuba resonates DM me. Please only reach out if you can write a $100m+ ticket"  
[X Link](https://x.com/Bkclaims/status/2018446489874559149)  2026-02-02T22:08Z 20.4K followers, [----] engagements


"Thread 🧵: Venezuela is being priced like a broken company but this is a classic long-duration value setup"  
[X Link](https://x.com/Bkclaims/status/2019035766584963507)  2026-02-04T13:10Z 20.4K followers, [----] engagements


"1/ Venezuela is priced off todays $80100bn GDP. That number reflects 10+ years of OFAC sanctions capital starvation and mismanagement not intrinsic capacity"  
[X Link](https://x.com/Bkclaims/status/2019035768556314692)  2026-02-04T13:10Z 20.4K followers, [---] engagements


"🧵 Trump and Cuba: The Biggest Real Estate Deal Ever"  
[X Link](https://x.com/Bkclaims/status/2019573255766728763)  2026-02-06T00:46Z 20.4K followers, [----] engagements


"1/ If Trump is going to solve Cuba its not going to be with speeches about democracy. Its going to be with a deal. And not just any deal but a real estate deal because thats literally all Cuba has"  
[X Link](https://x.com/Bkclaims/status/2019573258283261979)  2026-02-06T00:46Z 20.4K followers, [---] engagements


"7/ Once claims are bound title can finally be cleared. And once title is clear capital shows up. Pair the trust with a public-private partnership focused on hotels tourism ports and infrastructure and the economics start to work"  
[X Link](https://x.com/Bkclaims/status/2019573272971542540)  2026-02-06T00:46Z 20.4K followers, [--] engagements


"8/ Lets be honest. You dont think Trumps real estate circle would love this You dont think guys like Steve Witkoff would want to own hotels in Havana Starwood tried to do this years ago before politics killed it"  
[X Link](https://x.com/Bkclaims/status/2019573275626729804)  2026-02-06T00:46Z 20.4K followers, [---] engagements


"9/ The trust structure also lets the U.S. control the cash flows. That matters. Whoever controls the flow has the power just like Trump is doing with oil in Venezuela. OFAC becomes a feature not a bug"  
[X Link](https://x.com/Bkclaims/status/2019573278181093866)  2026-02-06T00:46Z 20.4K followers, [---] engagements


"10/ Trump gets to say he unlocked Cuba after [--] years solved the claims and did the biggest real estate deal ever. Solve the claims clear title let capital do the rest. This is what he was made for"  
[X Link](https://x.com/Bkclaims/status/2019573281326788612)  2026-02-06T00:46Z 20.4K followers, [---] engagements


"Investing alongside Elon feels like omakase or kamikazeno middle ground"  
[X Link](https://x.com/Bkclaims/status/2019844866591846809)  2026-02-06T18:45Z 20.4K followers, [----] engagements


"Its time - I'm going to try to raise a lot of capital for this - giddy up"  
[X Link](https://x.com/Bkclaims/status/2019853507570848077)  2026-02-06T19:19Z 20.4K followers, 14.1K engagements


"Got a notice from ChatGPT saying Im in violation of their TOS. Not possible issue. Not flagged. Meanwhile we have actual OFAC counsel reviewing real transactions. Also wild to learn someone is apparently reading my private chats. Cool system @elonmusk"  
[X Link](https://x.com/Bkclaims/status/2020463280171450495)  2026-02-08T11:42Z 20.4K followers, [----] engagements


"FTX - first trade was 8m at 3% recovery is going to be 175% - thats a little bit of skill and a lot of luck"  
[X Link](https://x.com/Bkclaims/status/2020608288728203661)  2026-02-08T21:18Z 20.4K followers, [----] engagements


"4/ Ask the right question: What does Venezuela look like post-sanctions with capital + competence not mid-sanctions with zero funding"  
[X Link](https://x.com/Bkclaims/status/2019035773987877101)  2026-02-04T13:10Z 20.4K followers, [---] engagements


"5/ Oil alone supports the case: 2.53.0 mbpd (previously achieved) $6575 oil $6080bn annual oil revenue Thats before multipliers"  
[X Link](https://x.com/Bkclaims/status/2019035775778906222)  2026-02-04T13:10Z 20.4K followers, [---] engagements


"Crypto pullbacks always leave someone caught offside. If you (or a firm you know) are dealing with liquidity restructuring or balance-sheet stress or just want a thoughtful off-the-record conversation my DMs are open. Weve been active in distressed & crypto special situations for 10+ years. Happy to speak anonymously or under NDA. Press: https://www.prnewswire.com/news-releases/thomas-braziel--117-partners-celebrate-a-decade-of-leadership-in-distressed-crypto-investing-302480500.html"  
[X Link](https://x.com/Bkclaims/status/2019768074459578637)  2026-02-06T13:40Z 20.4K followers, 235K engagements


"Maybe Im overthinking it. But strategically CITGO is a bargaining chip one of the last real pieces of leverage in a global restructuring. Once its gone its gone. And for Venezuela its not just financial. Its symbolic. Letting creditors take it outright hits differently than negotiating around it. https://twitter.com/i/web/status/2021517034543009903 https://twitter.com/i/web/status/2021517034543009903"  
[X Link](https://x.com/Bkclaims/status/2021517034543009903)  2026-02-11T09:29Z 20.4K followers, [---] engagements


"BlockFills halts withdrawals. At [---] weve been navigating crypto distress for years from Mt. Gox to FTX and beyond. We know this playbook inside and out. If youre a creditor and want to understand your options DMs open. BLOCKFILLS HALTS WITHDRAWALS AMID CRYPTO TURMOIL Susquehanna-backed crypto lender BlockFills has suspended client deposits and withdrawals citing recent market volatility. The Chicago-based firm which serves [----] institutional clients and handled $60 bn in [----] trading https://t.co/kK2BLQkE3t BLOCKFILLS HALTS WITHDRAWALS AMID CRYPTO TURMOIL Susquehanna-backed crypto lender"  
[X Link](https://x.com/Bkclaims/status/2021651844305723715)  2026-02-11T18:25Z 20.4K followers, [----] engagements


"@shahh this actually has me worried"  
[X Link](https://x.com/Bkclaims/status/2021653095462363308)  2026-02-11T18:30Z 20.4K followers, [----] engagements


"Actively sourcing [--------] NY-law PDVSA / Bariven promissory notes (governed by NY GOL 5-1401 / 5-1402). If you hold legitimate issued notes with full docs + chain of title DM. Serious buyer. Competitive pricing. Fast execution"  
[X Link](https://x.com/Bkclaims/status/2022385711660552560)  2026-02-13T19:01Z 20.4K followers, 54.8K engagements


"Somos una firma de inversin oportunista explorando oportunidades en Venezuela. Desde bienes races hasta empresas operativas y proyectos cripto si necesitas capital y tienes una historia slida conversemos. Capital flexible y creativo con visin de largo plazo. DM abiertos"  
[X Link](https://x.com/Bkclaims/status/2022117752966951198)  2026-02-13T01:16Z 20.4K followers, [----] engagements


"Working on the Stream Finance / XUSD situation. If you have exposure in any of the related structures please reach out Im compiling data + helping affected parties coordinate. Exposure list (so far): Euler Telos Consilium Elixir / DEUSD MEV Capital Morph Silo (Debt + Asset exposure) If youre involved in any of these DM me. Happy to share info and discuss likely next steps to think about as a claimant https://twitter.com/i/web/status/1989350088108314653 https://twitter.com/i/web/status/1989350088108314653"  
[X Link](https://x.com/Bkclaims/status/1989350088108314653)  2025-11-14T15:09Z 20.4K followers, [----] engagements


"OFAC just dropped GL 30B 46A and 48.Plain English: Ports open: U.S. companies can lift & refine Venezuelan oil U.S. firms can provide oilfield services Contracts MUST be governed by U.S. law Disputes in U.S. courts Payments routed through U.S. -controlled accounts. This isnt random sanctions relief. Its structured reintegration of Venezuelas oil sector under U.S. legal control. For PDVSA bonds sovereign debt AR claims and arbitration awards this materially increases the probability of a formal restructuring framework. The plumbing is being rebuilt."  
[X Link](https://x.com/Bkclaims/status/2021403240315650157)  2026-02-11T01:57Z 20.4K followers, [---] engagements


"Acreedores comerciales de PDVSA y Venezuela: Ustedes hicieron el trabajo. Las cuentas por cobrar cotizan al 810% mientras otros ya se organizan. Fragmentados = descuento. Organizados = poder. Coordinamos un grupo ad hoc en cumplimiento con OFAC. Tienes AR DM"  
[X Link](https://x.com/Bkclaims/status/2021411738130972958)  2026-02-11T02:31Z 20.4K followers, 121.4K engagements


"Surprised to hear that OFAC is likely to approve the CITGO license. Strategically I wouldve thought it remains a bargaining chip. CITGO is worth materially more today and could support significantly more creditor recovery in a broader Venezuela restructuring. But from credible sources approval looks probable. https://twitter.com/i/web/status/2021514935625244691 https://twitter.com/i/web/status/2021514935625244691"  
[X Link](https://x.com/Bkclaims/status/2021514935625244691)  2026-02-11T09:21Z 20.4K followers, [---] engagements


"Archblock files Ch. [--]. $100m in liabilities $10m in assets. Crypto credit cycle isnt over its just moving through the courts. At [---] Partners weve spent the last decade in the trenches of distressed crypto (Mt. Gox FTX trade claims cross-border recoveries). If youre an Archblock creditor or know someone who is dont navigate it alone. Claims analysis valuation liquidity options ad hoc coordination. 📩 DMs open. ☎ 1-800-OOPS (kidding sort of). Thomas Braziel [---] https://twitter.com/i/web/status/2021634484727099743 https://twitter.com/i/web/status/2021634484727099743"  
[X Link](https://x.com/Bkclaims/status/2021634484727099743)  2026-02-11T17:16Z 20.4K followers, [----] engagements


"Is Venez goes BTC OMG my worlds will collide U.S. Energy Secretary Chris Wright has landed in Venezuelas international airport; Maiqueta. This is further signal that the countrys oil gas and energy industry is opening up. The sleeping Bitcoin Mining giant is awakening. Patience🛢🔥⛏ https://t.co/peD2FE0P14 U.S. Energy Secretary Chris Wright has landed in Venezuelas international airport; Maiqueta. This is further signal that the countrys oil gas and energy industry is opening up. The sleeping Bitcoin Mining giant is awakening. Patience🛢🔥⛏ https://t.co/peD2FE0P14"  
[X Link](https://x.com/Bkclaims/status/2021650329121833015)  2026-02-11T18:19Z 20.4K followers, [----] engagements


"Internal thought: All great investing is basically the same thing. Start with the line the markets view. Thats the baseline. Markets are usually pretty efficient so if somethings trading at [--] maybe its worth [----]. Fine. But the real question is: what do you know thats different than the line Where does this case deviate from history What work are you doing that other people arent Youre looking for asymmetric setups heads I make a lot tails I dont lose much (maybe I even make a little). Its not gambling but the language overlaps for a reason: odds matter sizing matters. The goal isnt to be"  
[X Link](https://x.com/Bkclaims/status/2022069057869295648)  2026-02-12T22:03Z 20.4K followers, [----] engagements


"@grok @cheo1955 @grok why is the pricing so low"  
[X Link](https://x.com/Bkclaims/status/2022069951117582520)  2026-02-12T22:06Z 20.4K followers, [--] engagements


"Oroco Resource Corp CVE: $OCO OTCMKTS: $ORRCF Hot take: Santa Toms (and projects like it in northern Mexico) might be the most mispriced copper assets on the continent. This isnt a geology problem. Its not a copper problem. Its a security + financing problem. Santa Toms is massive long-life and exactly the kind of copper deposit the world says it wants but the market prices it like its unfinanceable because of location risk. Heres the irony: All it takes is a credible security package + sovereign-aligned financing and you unlock hundreds of millions in upfront capital billions in long-term"  
[X Link](https://x.com/Bkclaims/status/2019527047681294439)  2026-02-05T21:42Z 20.4K followers, [----] engagements


"@WatcherBiotech Sina et al are aces :)"  
[X Link](https://x.com/Bkclaims/status/2022400796579844539)  2026-02-13T20:01Z 20.4K followers, [---] engagements


"I totally agree with the CEO of Heineken but imagine how aggressively discounted these stocks become if beers are required to have cancer warning labels - there definitely will be a minsky moment at some point"  
[X Link](https://x.com/ThomasBraziel/status/1983164896830468485)  2025-10-28T13:32Z 19.7K followers, [---] engagements


"Couldnt happen to a nicer bunch of assholes - Fiserv is the worst"  
[X Link](https://x.com/ThomasBraziel/status/1983939750026195069)  2025-10-30T16:51Z 19.8K followers, 14.7K engagements


"I mean - how does Microsoft come up with this shit - clearly lawyer is a top Ai application"  
[X Link](https://x.com/ThomasBraziel/status/1984534248276312449)  2025-11-01T08:13Z 19.8K followers, [----] engagements


"It used to be the paper route but now its either the 1) McDonalds origin story or 2) Starbucks origin story basically all serious entrepreneurial microeconomics (and therefore micro-metaphysics) are based on one of these systems of governance. Pretty incredible how important those formative years are. Anyone have other systems to share that shaped your young-mind worldviews"  
[X Link](https://x.com/ThomasBraziel/status/1985840182348624151)  2025-11-04T22:42Z 19.8K followers, [----] engagements


"I think $SQNS is at a 40% discount to NAV and the Q has been reported so I assume any blackout periods are over and the company will aggressive buyback their stock - seems like a solid setup :)"  
[X Link](https://x.com/ThomasBraziel/status/1986066625192206549)  2025-11-05T13:42Z 19.9K followers, [----] engagements


"I can guarantee you the Fortress terms look very different from the common :) https://ripple.com/ripple-announces-500-million-strategic-investment-led-by-fortress-citadel-securities-valuing-the-company-at-40-billion-following-record-growth https://ripple.com/ripple-announces-500-million-strategic-investment-led-by-fortress-citadel-securities-valuing-the-company-at-40-billion-following-record-growth"  
[X Link](https://x.com/ThomasBraziel/status/1986127034427252773)  2025-11-05T17:42Z 19.9K followers, [---] engagements


"Anyone with Stream Finance or XUSD claims please reach out - :) https://finance.yahoo.com/news/stream-finance-loses-93-million-225557903.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/stream-finance-loses-93-million-225557903.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"  
[X Link](https://x.com/ThomasBraziel/status/1986166351073808679)  2025-11-05T20:18Z 19.8K followers, 20.1K engagements


"I love this idea - hack or recovery tokens - restructuring guys should take note - this has been a pretty successful example"  
[X Link](https://x.com/ThomasBraziel/status/1986405629318078596)  2025-11-06T12:09Z 19.9K followers, [----] engagements


"@BrettHarrison88 @wholisticguy @CryptoHayes @BitMEX I thought Bitcoinica kid invented for BTC but was really into open source"  
[X Link](https://x.com/ThomasBraziel/status/1986418919968550918)  2025-11-06T13:02Z 19.9K followers, [--] engagements


"@BrettHarrison88 @wholisticguy @CryptoHayes @BitMEX Maybe they were just CFDs and not perps - @AmirTaakiDEV maybe knows @ryantzhou https://en.bitcoin.it/wiki/Bitcoinica https://en.bitcoin.it/wiki/Bitcoinica"  
[X Link](https://x.com/ThomasBraziel/status/1986420104658362448)  2025-11-06T13:07Z 19.9K followers, [--] engagements


"Anyone looking at the 23andMe (OTCMKTS: MEHCQ) liquidation Im getting roughly $97M in cash vs. a $90M market cap about a 10% cash-on-cash return. Id have expected a large NOL but its unclear whats happening to it in the bankruptcy. Someone should object to the Plan and try to use the NOL and cash for a deal"  
[X Link](https://x.com/ThomasBraziel/status/1986464773215580666)  2025-11-06T16:04Z 19.8K followers, 21.8K engagements


"Opus Genetics ($IRD) just raised $23M in a registered direct with Perceptive Nantahala and Balyasny. No banker no discount games no toxic warrants. Heres why that matters 👇"  
[X Link](https://x.com/ThomasBraziel/status/1986579065298444678)  2025-11-06T23:38Z 19.8K followers, [----] engagements


"Opus runs gene therapy programs for LCA5 and BEST1 both inherited retinal diseases. Same space that brought big takeouts like AGTC Syncona and Nightstar Biogen. Big pharma loves this niche"  
[X Link](https://x.com/ThomasBraziel/status/1986579072307147190)  2025-11-06T23:38Z 19.9K followers, [---] engagements


"So the setup is simple: ✅ Specialist funds committing capital near market ✅ Clean balance sheet for [----] months ✅ Multiple data readouts ahead ✅ No warrant overhang"  
[X Link](https://x.com/ThomasBraziel/status/1986579074408501328)  2025-11-06T23:38Z 19.8K followers, [----] engagements


"Not saying its risk-free its biotech. But if you want asymmetric upside before the Street catches on this is what early positioning looks like. $IRD is quietly setting up for a move"  
[X Link](https://x.com/ThomasBraziel/status/1986579076119707721)  2025-11-06T23:38Z 19.8K followers, [----] engagements


"iRobot going to be the first Ai Bk I guess BuilderAi was the first"  
[X Link](https://x.com/ThomasBraziel/status/1987072031758635151)  2025-11-08T08:17Z 19.8K followers, [----] engagements


"1/ One of the spiciest special sits in the world right now 👇 US pharma Cosette agreed to buy Mayne Pharma (ASX: MYX) for A$7.40/share (A$672m) but now the deals in court and the stock trades at A$4.505.00"  
[X Link](https://x.com/ThomasBraziel/status/1987108547726090674)  2025-11-08T10:42Z 19.9K followers, [----] engagements


"5/ So the buyer invoked a MAC clause. But heres the fun part the clause only triggers if Maynes EBITDA drops A$10.76m+ over [--] months and it carves out anything fairly disclosed or market-wide. A super high bar under Aussie law"  
[X Link](https://x.com/ThomasBraziel/status/1987108557729268090)  2025-11-08T10:42Z 19.9K followers, [---] engagements


"6/ Maynes fighting back in the Supreme Court of New South Wales (not Delaware Chancery). They argue the MAC claim is invalid and the buyer must close"  
[X Link](https://x.com/ThomasBraziel/status/1987108560225161523)  2025-11-08T10:42Z 19.9K followers, [---] engagements


"@stockgutter @ConsensusGurus Why because of tariff refunds Be careful: these are a lot more complicated than most retail traders could possibly understand. Sections [---] [---] and IEEPA could all have different outcomes and Trump could make country-specific moves to effectively work around decisions here"  
[X Link](https://x.com/ThomasBraziel/status/1987894565777367461)  2025-11-10T14:46Z 19.8K followers, [--] engagements


"I don't know one person that uses - NYSE: $BKKT mmm. red flag https://bakkt.com/ https://bakkt.com/"  
[X Link](https://x.com/ThomasBraziel/status/1988573854508224708)  2025-11-12T11:45Z 19.9K followers, [----] engagements


"Structural Frictions Shape the Curve: Institutional frictions reshape the sigmoid itself they shift t or flatten k. These are the forces that make markets beautifully inefficient"  
[X Link](https://x.com/ThomasBraziel/status/1988597169268662294)  2025-11-12T13:18Z 19.8K followers, [--] engagements


"Regulatory / Mandate Barriers: Example: insurers or mutual funds cant hold sub-IG debt. Discovery delayed (t shifts right) k falls. When those rules lift upgrade re-rating restructuring you get a step-function repricing. A local sigmoid inside the bigger one"  
[X Link](https://x.com/ThomasBraziel/status/1988597171038670947)  2025-11-12T13:18Z 19.8K followers, [--] engagements


"@hkuppy You guys are over-extrapolating this. Burry is an iconoclastic badass whats good for Burry is that he does what he wants. But this isnt some this is the top indicator"  
[X Link](https://x.com/ThomasBraziel/status/1988966447985643565)  2025-11-13T13:45Z 19.8K followers, [----] engagements


"1/ This is a serious plea to all who believe in cryptos future OGs exchanges whales advocates of financial democracy. We need to fix a looming threat in crypto bankruptcy law"  
[X Link](https://x.com/ThomasBraziel/status/1989090529070723172)  2025-11-13T21:58Z 19.8K followers, [----] engagements


"2/ When CeFi exchanges collapsed countless retail depositors just using their accounts found themselves at risk. And heres the kicker: the Bankruptcy Code already has a safety net for traditional finance 546(e). Its a safe harbor designed exactly to prevent the chaos of clawing back ordinary retail withdrawals"  
[X Link](https://x.com/ThomasBraziel/status/1989090530882662712)  2025-11-13T21:58Z 19.8K followers, [---] engagements


"BTC and crypto are hitting real pain levels. Distressed-cycle catharsis is coming. It hurts but its a healthy part of the process. HODL and dont touch leverage"  
[X Link](https://x.com/ThomasBraziel/status/1989313851062354186)  2025-11-14T12:45Z 19.8K followers, [----] engagements


"Youve got to look across the whole stack DAT structures leverage DeFi blow-ups CeFi weak points. This is a log-return asset on a path to $1M so the stress and distress thresholds naturally rise over time. BTC sub-$5K used to be the distressed zone; today its probably closer to $75K"  
[X Link](https://x.com/ThomasBraziel/status/1989315038386049497)  2025-11-14T12:50Z 19.8K followers, [---] engagements


"Yes BTC and ETH only for me. I can generate returns on top of those through crypto-distressed and special sits (for myself and clients CALL ME) without needing to be a VC or an alt-coin forecaster trying to time/predict SOL/HYPE/AI/HPC cycles. Not saying there arent diamonds in the rough but I prefer my alpha to come from domains where I actually have an edge complexity illiquidity legal/BK process and everything in that lane"  
[X Link](https://x.com/ThomasBraziel/status/1989327706383581487)  2025-11-14T13:40Z 19.8K followers, [---] engagements


"There are a few vehicles with alternative accumulation models some with tax attributes favourable to shareholders (think Metaplanet in Japan) and they have access to institutional-rates of leverage via converts and options markets so Im not a hum-drum on the idea that they have utility over ETFs I think some do at the end of the day its a market and the market will one-out"  
[X Link](https://x.com/ThomasBraziel/status/1989336117703798802)  2025-11-14T14:14Z 19.8K followers, [---] engagements


"Working on the Stream Finance / XUSD fallout. If you have any exposure were coordinating updates mapping liabilities and helping with claim + recovery issues. DM me happy to assist. Entities impacted: Euler @eulerfinance Telos Consilium @TelosConsilium Elixir / DEUSD @elixir MEV Capital @MEVCapital Morph @MorphoLabs Silo (debt + vault/xuSD exposure) @SiloFinance PSA: At this point you should document everything. Take screenshots of: account balances historical transactions deposit / withdrawal proofs emails with support any KYC/AML confirmations tx hashes or explorer links This stuff becomes"  
[X Link](https://x.com/ThomasBraziel/status/1989351062382203304)  2025-11-14T15:13Z 19.8K followers, 346.4K engagements


"Word of advice - any firm with a name trying to sound or be confused with BlackRock or other HUGE financial firm is a HUGE red flag"  
[X Link](https://x.com/ThomasBraziel/status/1989449915819343916)  2025-11-14T21:46Z 19.8K followers, [----] engagements


"anyone know a lot or have articles/materials about Victor Posner"  
[X Link](https://x.com/ThomasBraziel/status/1989536537122349550)  2025-11-15T03:30Z 19.8K followers, [----] engagements


"This is why Ive come to believe that investing isnt fundamentally about embracing risk but about refining ones craft so relentlessly over such a long duration that risk becomes something you can gradually neutralize compress or even transmute. Andrews framing is perfect: the greatest returns often arise not from daring leaps into uncertainty but from systematically eliminating riskmuch like an insurance company that prospers through probabilistic mastery rather than bravado. Think of the circus performer: they arent rewarded for taking risk but for practicing so obsessively that what appears"  
[X Link](https://x.com/ThomasBraziel/status/1989630880361443367)  2025-11-15T09:45Z 19.8K followers, [----] engagements


"Talk about a turn of events great to see for Celsius Digital creditors - let's go Ionic Andy Stewart joins Ionic Digital as CEO. With deep experience in digital infrastructure and a proven record of building world-class teams Andy will lead Ionic into its next chapter scaling powered land high-performance computing and energy innovation. Read our full press https://t.co/9TmnsLt4LO Andy Stewart joins Ionic Digital as CEO. With deep experience in digital infrastructure and a proven record of building world-class teams Andy will lead Ionic into its next chapter scaling powered land"  
[X Link](https://x.com/ThomasBraziel/status/1990794059431190603)  2025-11-18T14:47Z 19.8K followers, [----] engagements


"@Restructuring__ haha - so cringe"  
[X Link](https://x.com/ThomasBraziel/status/1990794246027424199)  2025-11-18T14:48Z 19.8K followers, [---] engagements


"Any bank analysts out there who can help me parse FDIC and related regulatory filings for a private bank Trying to understand whether a small MN-based bank is enabling a crypto Ponzi scheme to keep operating. DMs open thank you :)"  
[X Link](https://x.com/ThomasBraziel/status/1990858256298696842)  2025-11-18T19:02Z 19.8K followers, [----] engagements


"Got a DM from a young emerging manager asking about fund formation. Anyone have a current go-to list for: Fund formation attorneys Fund admin Fund auditors Mine is embarrassingly out of date"  
[X Link](https://x.com/ThomasBraziel/status/1991448641559814463)  2025-11-20T10:08Z 19.8K followers, [----] engagements


"Well from my angle: DeFi firms and DAOs still act like legal structures dont apply to them wild ToS that wouldnt survive a courtroom and the classic we dont control anything except everything. DAOs are incorporated partners and liabilities will land on everyone involved. Happy investing 😉 This is crazy. I didnt know Amanda Fischer is not only not a lawyer but not a securities lawyer or even a person with a securities background and she was Gary Genslers right hand person at the SEC. His other top person also didnt have a securities background. As This is crazy. I didnt know Amanda Fischer is"  
[X Link](https://x.com/ThomasBraziel/status/1991587109749015007)  2025-11-20T19:19Z 19.8K followers, [----] engagements


"I think Im out of crypto - its all bullshit"  
[X Link](https://x.com/ThomasBraziel/status/1991587610746343867)  2025-11-20T19:21Z 19.8K followers, [----] engagements


"Except maybe Bitcoin of course - its too ideologically simpatico for me - we NEED STATELESS MONEY - I want to be part of the willing it to happen movement on this"  
[X Link](https://x.com/ThomasBraziel/status/1991598604805632241)  2025-11-20T20:04Z 19.8K followers, [----] engagements


"I know its hard to hear but the greatest music usually comes from a place of pain that place people spend their whole lives trying to hide. Lead Belly Louis Armstrong George Benson Fela Kuti Labi Siffre Kanye West they didnt run from the hurt. They turned it into light"  
[X Link](https://x.com/ThomasBraziel/status/1994857331214225604)  2025-11-29T19:53Z 19.8K followers, [----] engagements


"ChatGPT is creating so much consumer surplus that its inevitable theyll figure out how to monetize itand in doing so grow or fully justify their valuation"  
[X Link](https://x.com/ThomasBraziel/status/1996363754569953419)  2025-12-03T23:39Z 19.8K followers, [----] engagements


"This is my month VERV CVRs cat call - anybody haha"  
[X Link](https://x.com/ThomasBraziel/status/1996415960342011998)  2025-12-04T03:07Z 20K followers, [----] engagements


"Jesus Christ. NYSE: $BRK.A / $BRK.B INSANE. $66M in total value destroyed from insider sales over [--] years. Not a great look for BH. Maybe this is the beginning of the end. I genuinely dont understand how anyone justifies $66M of comp over six years with complete and utter value destruction for shareholders not very Buffett-like"  
[X Link](https://x.com/ThomasBraziel/status/1998016158180556810)  2025-12-08T13:05Z 19.7K followers, 28.8K engagements


"We are actively buying claims in: @eulerfinance @Re7Labs @TelosConsilium @elixir @MEVCapital @SiloFinance Final call for year-end bids. DM if you want liquidity before 12/31"  
[X Link](https://x.com/ThomasBraziel/status/1998109999126511747)  2025-12-08T19:18Z 19.9K followers, 968K engagements


"5/ And heres the most important legal question in the entire case: Was Stream insolvent at the time of the transfer If yes Then the transfer can be disregarded entirely under doctrines like: fraudulent transfer successor liability inadequate capitalization ultra vires assignment This would pull founders right back into the liability chain"  
[X Link](https://x.com/ThomasBraziel/status/1998363184965505373)  2025-12-09T12:04Z 19.6K followers, [---] engagements


"6/ The complaint very conspicuously avoids stating whether depositor liabilities existed at transfer. If the Protocol had even $1 of net obligation the founders could be on the hook despite the agreement. This is why insolvency at transfer is the atomic bomb in this case"  
[X Link](https://x.com/ThomasBraziel/status/1998363186811248974)  2025-12-09T12:04Z 19.6K followers, [---] engagements


"16/ My view: This will become a landmark DeFi case. Not because of the losses but because of the entity confusion the botched transfer the reliance issues and the lack of corporate hygiene. It's a masterclass in what happens when financial products scale faster than governance"  
[X Link](https://x.com/ThomasBraziel/status/1998363207669317967)  2025-12-09T12:04Z 19.6K followers, [---] engagements


"17/ We should expect: discovery fights over insolvency depositors suing everyone founders arguing the contract was a clean sale defense arguing it was a disguised joint venture and regulators taking notes This is far from over"  
[X Link](https://x.com/ThomasBraziel/status/1998363209905139764)  2025-12-09T12:04Z 19.6K followers, [---] engagements


"1/ One wild piece of the FTX unwind: creditors might be quietly long a SpaceX IPO. FTX settled with K5 Global over $700M of misused SBF venture investments and reporting shows $190M of that exposure was SpaceX at an $80B valuation"  
[X Link](https://x.com/ThomasBraziel/status/1998517845945364601)  2025-12-09T22:19Z 19.9K followers, [----] engagements


"2/ $190M at an $80B entry = 0.24% of SpaceX if intact (structure not disclosed but thats the ballpark). Now SpaceX is floating a [----] IPO at $1.51.6T"  
[X Link](https://x.com/ThomasBraziel/status/1998517847861928270)  2025-12-09T22:19Z 19.9K followers, [----] engagements


"3/ Do the math: At $1.6T that stake = $3.54B. Not guaranteed not liquid not confirmed in filings but if the position is still there FTX creditors could see a massive upside option from the K5 venture book"  
[X Link](https://x.com/ThomasBraziel/status/1998517850198483423)  2025-12-09T22:19Z 19.9K followers, [----] engagements


"I hate to say it but a lot of real distressed guys were calling this an admin-insolvent case where the DIP was never going to come out at par. Unfortunately some part-time distressed tourists got sold the DIP and are now eating it. Lesson for all of us: as others like to say O Lord why should I be so lucky to be given this opportunity If youre not an insider youre an outsider or worse the sucker at the poker table. I dont have much sympathy for the IG/HY guys who think distressed is so easy and try to grab a little free money by dipping into markets they dont really understand"  
[X Link](https://x.com/ThomasBraziel/status/1998723997421257038)  2025-12-10T11:58Z 19.8K followers, [---] engagements


"After reviewing the facts + agreements the cleanest path forward looks like: (1) filing an involuntary bankruptcy against Caleb McMeans personally and (2) having the BK trustee seek a Delaware Chancery receivership over Stream Trading Corp. This two-step approach puts a fiduciary in place with subpoena + clawback power unwinds the JV/asset sale structure centralizes claims and protects creditor recoveries across the ecosystem. If youre a creditor (Euler Re7 Telos Elixir MEV Morph Silo or depositors) and want to coordinate or learn more feel free to reach out"  
[X Link](https://x.com/Bkclaims/status/1998759165271871974)  2025-12-10T14:18Z 20K followers, [----] engagements


"Stream Protocol update: 1.) It appears Stream Trading Corp (DE LLC) run by Diogenes Casares and Solal Afota has begun returning assets to Stream Trading Company (again not an actual legal entity) i.e. Caleb McMeans. Source: 2.) It also appears Caleb has retained restructuring counsel and is moving toward an orderly wind-down of the StreamFinance protocol. Whether this occurs in-court or out-of-court remains unclear. @117partners has been pushing behind the scenes for a quick and equitable resolution. We still believe an independent investigation into pre-loss actions is important (with"  
[X Link](https://x.com/ThomasBraziel/status/2000203349199642864)  2025-12-14T13:56Z 19.7K followers, 12.1K engagements


"@DonutShorts jesus and apparently he didn't have full insurance coverage on the big house - I'd be curious if a lender against his house or stock block in $LAZR doesn't come out of the woodwork"  
[X Link](https://x.com/ThomasBraziel/status/2000865881673683128)  2025-12-16T09:49Z 19.9K followers, [---] engagements


"@SoutheyCapital What's the play here"  
[X Link](https://x.com/ThomasBraziel/status/2001277203275809131)  2025-12-17T13:04Z 19.7K followers, [---] engagements


"@SoutheyCapital O cool - a little liquidation - great find"  
[X Link](https://x.com/ThomasBraziel/status/2001285671730704414)  2025-12-17T13:37Z 19.7K followers, [---] engagements


"And thats how its done folks"  
[X Link](https://x.com/Bkclaims/status/2001983530411368778)  2025-12-19T11:50Z 20K followers, [----] engagements


"Distressed Mayfair opportunity: [----] sq ft flat implied 2k / sq ft. 2.6m senior debt in default lender close to enforcement. Owner open to refi or clean exit before foreclosure. Funds / credit guys welcome to DM"  
[X Link](https://x.com/ThomasBraziel/status/2003556985766314336)  2025-12-23T20:03Z 19.9K followers, [----] engagements


"Clearly in an AI bubble. There will be a cycle. Ill be there. 🙂 Merry Christmas 🎄"  
[X Link](https://x.com/ThomasBraziel/status/2004621968029745300)  2025-12-26T18:34Z 19.9K followers, [---] engagements


"@profstonge Sorry to rain on everyones parade but weve looked at and financed a number of qui tam cases and theyre far more complicated to collect on than people think 🙂"  
[X Link](https://x.com/ThomasBraziel/status/2005667029127475483)  2025-12-29T15:47Z 19.9K followers, [----] engagements


"Sorry to rain on everyones parade but weve looked at and financed a number of qui tam cases and theyre far more complicated to collect on than people think 🙂 There is a $10B+ startup just waiting to be built in identifying and successfully litigating against federal and state fraud double that if you can go after health and disability fraud Like an apolitical decentralized for-profit DOGE https://t.co/ytHVq4qucg There is a $10B+ startup just waiting to be built in identifying and successfully litigating against federal and state fraud double that if you can go after health and disability"  
[X Link](https://x.com/ThomasBraziel/status/2005667090926293321)  2025-12-29T15:47Z 19.9K followers, [----] engagements


"NYSE: DBRG / TYO: [----] this deal is incredibly underwhelming. DigitalBridge has so much potential. Oh well"  
[X Link](https://x.com/ThomasBraziel/status/2006315857094590639)  2025-12-31T10:45Z 19.9K followers, [----] engagements


"@Biohazard3737 I know I know - I'm just kidding - I just don't get these set-ups - like how can this happen - I guess its just timing and it happens - Buffett's new Director made like 100m for himself with a Company stock basically flat/down - life is weird"  
[X Link](https://x.com/ThomasBraziel/status/2006409620164649042)  2025-12-31T16:58Z 19.9K followers, [---] engagements


"@a1b1c67eudhhd @WaterworldCapi1 Well except you guys don't really know what you are talking about here - AND of course all shareholders made roughly 10x-ish on their investment here"  
[X Link](https://x.com/ThomasBraziel/status/2006429866904674396)  2025-12-31T18:18Z 19.9K followers, [--] engagements


"Ali Moshiri - Everyone is going to be learning this guys name today and tomorrow haha"  
[X Link](https://x.com/ThomasBraziel/status/2008148058849353809)  2026-01-05T12:06Z 19.9K followers, [----] engagements


"Digging into the Sonder Chapter 7is it just me or does the Marriott "about face" feel incredibly sus They provided a lifeline in August to help raise $25M only to pull the plug over a weekend [--] months later leaving guests stranded and the estate in free-fall. Looking like a massive D&O claim or an estate cause of action is brewing. 🧐🏨 #Sonder #Marriott #Bankruptcy #DistressedDebt https://twitter.com/i/web/status/2008223891471167782 https://twitter.com/i/web/status/2008223891471167782"  
[X Link](https://x.com/ThomasBraziel/status/2008223891471167782)  2026-01-05T17:07Z 19.9K followers, [----] engagements


"Gemini is so good its already taken half my ChatGPT prompts in under [--] hours. Switching cost What switching cost"  
[X Link](https://x.com/ThomasBraziel/status/2008514759721914818)  2026-01-06T12:23Z 19.9K followers, [----] engagements


"The "King of Shells" is at it again and his latest play is $SOWG. Lazar specializes in taking "broken" Nasdaq companies and turning them into massive tax-shield vehicles for reverse mergers. 🧵👇 The Playbook:1 Inject $6M (The "Lazar Signature") [--] Clean the balance sheet (Asset-Light shift) [--] Leverage massive Net Operating Losses (NOLs) The "NOL Goldmine" Ratios:🔹 $MTNB 46:1 (Incredible tax protection) 🔹 $KALA 22:1 🔹 $INDP 26:1 🔹 $SOWG 5.7:1 (The newest turnaround) Hes effectively buying future tax-free profits for pennies on the dollar. When he brings in a new operating business these"  
[X Link](https://x.com/Bkclaims/status/2008796623304839264)  2026-01-07T07:03Z 20K followers, [----] engagements


"6/ This makes it a pure duration trade not a market bet. No correlation to rates equities or crypto. Just a federal court calendar"  
[X Link](https://x.com/Bkclaims/status/2008822039201956215)  2026-01-07T08:44Z 20K followers, [---] engagements


"7/ For investors buying claims at 40% of face the modeled outcomes look roughly like: 2026% annualized IRR Initial catch-up payment returning a large chunk of principal Follow-on payments functioning like a high-yield annuity Time is the variable not whether the money exists. https://twitter.com/i/web/status/2008822041374236775 https://twitter.com/i/web/status/2008822041374236775"  
[X Link](https://x.com/Bkclaims/status/2008822041374236775)  2026-01-07T08:44Z 20K followers, [---] engagements


"8/ Base rates matter. Historically Ninth Circuit affirmance rates are north of 85%. This is why institutional capital shows up in these trades"  
[X Link](https://x.com/ThomasBraziel/status/2008822043249344759)  2026-01-07T08:44Z 19.9K followers, [---] engagements


"9/ Important note for claimants 👇 If you need liquidity selling can absolutely make sense. Life IRR"  
[X Link](https://x.com/ThomasBraziel/status/2008822045292052498)  2026-01-07T08:44Z 19.9K followers, [---] engagements


"10/ But if the real question is: Am I ever getting this money back In many cases the honest answer is: yes just slowly"  
[X Link](https://x.com/ThomasBraziel/status/2008822047854723481)  2026-01-07T08:44Z 19.9K followers, [---] engagements


"12/ If youre a claimant considering selling or you just want to stay up to date on the NCAA settlement and claims market follow me here. I spend most of my time in these situations"  
[X Link](https://x.com/ThomasBraziel/status/2008822051914842189)  2026-01-07T08:44Z 19.9K followers, [---] engagements


"13/ Weve seen this exact setup before: Mt. Gox. FTX. Bankruptcy trusts. Litigation receivables. Different asset. Same psychology"  
[X Link](https://x.com/Bkclaims/status/2008822053915545707)  2026-01-07T08:44Z 20K followers, [----] engagements


"14/ Distressed investing isnt about predicting outcomes. Its about underwriting time behavior and forced selling. Thats the NCAA trade. Not investment advice. Just how claims markets actually work"  
[X Link](https://x.com/Bkclaims/status/2008822055823868139)  2026-01-07T08:44Z 20K followers, [----] engagements


"@junkmstr Best list for fusion companies are here: https://www.fusionenergybase.com/organizations https://www.fusionenergybase.com/organizations"  
[X Link](https://x.com/ThomasBraziel/status/2008825631031820624)  2026-01-07T08:58Z 19.9K followers, [--] engagements


"Dialed into the STG Logistics hearing during the DIP cross-examination and someone (I think trade creditor counsel) accidentally unmuted and blurted out: man this is boring 😂"  
[X Link](https://x.com/Bkclaims/status/2011130747588079671)  2026-01-13T17:38Z 20K followers, [----] engagements


"This is the kind of deal you only see if youre living in distressed. STG Logistics: $150mm priming DIP 8% cash + fees high-teens to low-20s all-in IRRs roll-up take-back for 1L reorg equity all underwritten at a conservative 5.56.0x. Even being syndicated. This is why we spend our time here. https://twitter.com/i/web/status/2011354103767576930 https://twitter.com/i/web/status/2011354103767576930"  
[X Link](https://x.com/Bkclaims/status/2011354103767576930)  2026-01-14T08:26Z 20K followers, [----] engagements


"Breaking: Saks files for bankruptcy protection this morning. Ill be tweeting about the first-day filings and tracking the case follow for updates"  
[X Link](https://x.com/Bkclaims/status/2011357439371989049)  2026-01-14T08:39Z 20.1K followers, [----] engagements


"https://www.reuters.com/business/retail-consumer/saks-global-files-bankruptcy-after-neiman-marcus-takeover-leads-financial-2026-01-14/ https://www.reuters.com/business/retail-consumer/saks-global-files-bankruptcy-after-neiman-marcus-takeover-leads-financial-2026-01-14/"  
[X Link](https://x.com/Bkclaims/status/2011357858609410471)  2026-01-14T08:40Z 20.1K followers, [----] engagements


"Thread 🧵 Saks DIP hearing is going sideways"  
[X Link](https://x.com/Bkclaims/status/2011626659083129199)  2026-01-15T02:29Z 20K followers, [----] engagements


"1/ Watching the Saks DIP hearing and its remarkable how badly the CRO is getting boxed in on HoldCo II. Chris Harris (Latham for Amazon) is methodically dismantling the premise for burdening the flagship entities"  
[X Link](https://x.com/Bkclaims/status/2011626660895080727)  2026-01-15T02:29Z 20K followers, [---] engagements


"2/ Key admissions on the record from the CRO: HoldCo II has no expenses Rent exceeds CMBS debt service No imminent default HoldCo II doesnt need liquidity That alone should end interim DIP relief for that entity"  
[X Link](https://x.com/Bkclaims/status/2011626662908346750)  2026-01-15T02:29Z 20K followers, [---] engagements


"4/ More: $1.3bn of the DIP is not HoldCo II debt $1.1bn roll-up would permanently block any alternative DIP Decisions for HoldCo II were made in the same meeting as the rest of the group Entity separateness is getting vaporized in real time"  
[X Link](https://x.com/Bkclaims/status/2011626667173912949)  2026-01-15T02:29Z 20K followers, [---] engagements


"5/ Valuation whiplash: JLL appraisal used in [----] to induce Amazon investment Now sealed CRO talks about dark value and a 25% haircut Counsel floats the flagship lease could go dark anyway So were priming creditors to preserve a lease the debtor may reject"  
[X Link](https://x.com/Bkclaims/status/2011626669329834045)  2026-01-15T02:29Z 20.1K followers, [---] engagements


"6/ The legal problem is simple: You cannot impose billions of senior debt on a solvent cash-flow-positive entity to support other debtors based on business judgment without debtor-specific necessity or benefit. Thats black-letter [---] / Rule 6003"  
[X Link](https://x.com/Bkclaims/status/2011626671531839971)  2026-01-15T02:29Z 20K followers, [---] engagements


"5/ Lawyer economics are unusually cleaner than lit funding giving the Company more control + lower fees = equity torque"  
[X Link](https://x.com/Bkclaims/status/2011743688318472565)  2026-01-15T10:14Z 20K followers, [---] engagements


"6/ Enforcement risk is often the bear case in sovereigns. But Ghana is: A signatory to the New York Convention Historically compliant Has paid or settled most adverse awards Assets attachable offshore"  
[X Link](https://x.com/Bkclaims/status/2011743690537255366)  2026-01-15T10:14Z 20K followers, [---] engagements


"7/ Real precedent matters: Prior claimants have successfully attached: Bank assets (US) Public equity stakes (South Africa) London real estate This isnt theoretical enforcement"  
[X Link](https://x.com/Bkclaims/status/2011743692714037552)  2026-01-15T10:14Z 20K followers, [---] engagements


"11/ Not investment advice. But this is the kind of public-market litigation funding trade I love invest like the Big Boys as a home gamer - where process risk is behind you and the market hasnt caught up"  
[X Link](https://x.com/Bkclaims/status/2011743700951720191)  2026-01-15T10:14Z 20K followers, [---] engagements


"12/ Valuation math (using real numbers): Market cap A$1722M at A$0.0240.03/sh (694M shares outstanding). Recent A$1.16M placement @ A$0.03 issued 38.8M shares to fund litigation & ops. Now assume a US$277$443M award (A$430690M) plausible given litigation claim size and haircut for legal/contingency costs. Even conservatively clearing US$200M net to equity is not unreasonable. https://twitter.com/i/web/status/2011743702968860732 https://twitter.com/i/web/status/2011743702968860732"  
[X Link](https://x.com/Bkclaims/status/2011743702968860732)  2026-01-15T10:14Z 20K followers, [---] engagements


"Were buying Venezuela & PDVSA claims. Hold unpaid Venezuela sovereign or PDVSA claims Were active buyers offering fast confidential liquidity. DM for pricing"  
[X Link](https://x.com/Bkclaims/status/2013991365818872277)  2026-01-21T15:05Z 20.1K followers, 364.9K engagements


"Yes and noits a market. Many individuals and firms have waited years to be paid so taking 10-20% now versus waiting another [--] years for a potential 40-60% in a formal restructuring is a fair trade for those needing liquidity. It allows sellers to redeploy that capital immediately into reconstruction contracts and the post-crisis growth of the Venezuelan oil industry or other strategic areas. Frankly sellers might end up ahead by thriving in the growth trade today rather than waiting on a payout. Its always about opportunity costs. :) https://twitter.com/i/web/status/2014128835185213591"  
[X Link](https://x.com/Bkclaims/status/2014128835185213591)  2026-01-22T00:11Z 20.1K followers, [----] engagements


"@JeremmyVargas you realize the zamuros capital will go to new rigs and equipment for service provider the pump the oil no"  
[X Link](https://x.com/Bkclaims/status/2014361918249595235)  2026-01-22T15:38Z 20.1K followers, [---] engagements


"@sadvalueinvestr mmm - yeah maybe it was a better trade - but there was a ton of risk on this one - Celsius and FTX was cash + BTC/ETH + other crypto exposure"  
[X Link](https://x.com/Bkclaims/status/2014379454038958133)  2026-01-22T16:47Z 20.1K followers, [---] engagements


"@Chapter11Cases Hey Randall how did you pull the $ALCS docket I use PACER & it doesn't show the petition yet. Do you have ECF access or"  
[X Link](https://x.com/ThomasBraziel/status/521799533458911233)  2014-10-13T23:07Z 19.8K followers, [--] engagements

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