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[@perry_lin1](/creator/twitter/perry_lin1)
"@justin_rorke Not sure what you mean. They do not have a customer for Cayuga yet"  
[X Link](https://x.com/perry_lin1/status/1971594820524343698) [@perry_lin1](/creator/x/perry_lin1) 2025-09-26T15:16Z 1690 followers, XXX engagements


"Think of them as a financial gateway into all things crypto. They generate income the same way Goldman or Morgan Stanley do for tradfi. Management fees trading commissions arb research fees etc. They have low overhead lots of growth and near $1B AUM. They really benefit if crypto gains favor"  
[X Link](https://x.com/perry_lin1/status/1978581179612766714) [@perry_lin1](/creator/x/perry_lin1) 2025-10-15T21:58Z 1690 followers, XXX engagements


"Here is the livestream link to the Salt Conference"  
[X Link](https://x.com/perry_lin1/status/1957802051968155705) [@perry_lin1](/creator/x/perry_lin1) 2025-08-19T13:49Z 1691 followers, 4763 engagements


"$WULF TeraWulf price target raised to $XXXXX from $XX at Rosenblatt Rosenblatt analyst Chris Brendler raised the firms price target on TeraWulf to $XXXXX from $XX and keeps a Buy rating on the shares. The bitcoin miners that turned into high-performance compute hosting providers have been huge beneficiaries of accelerating demand amid due to artificial intelligence the analyst tells investors in a research note. The firm sees a valuation disconnect for TeraWulf due to its perceived smaller power pipeline. Its sees this as more of a disclosure issue than fundamentals and expects TeraWulf to"  
[X Link](https://x.com/perry_lin1/status/1973713003435487596) [@perry_lin1](/creator/x/perry_lin1) 2025-10-02T11:33Z 1691 followers, 17.1K engagements


"No equity dilution $WULF"  
[X Link](https://x.com/perry_lin1/status/1978072479793811782) [@perry_lin1](/creator/x/perry_lin1) 2025-10-14T12:16Z 1691 followers, 14.2K engagements


"$WULF Pretty well documented that a large portion of the short position is hedging from convertible holders. Nonetheless these hedges will need to unwind eventually and cover but is now the time The first tranche had a reference price of $XXXX with a strike of $XXXX. The debt can be converted for XXX% of strike ($11.02) when price is above XX out of XX days. We are in that window. However the debt trades at a huge premium to par largely because holders have a 4+ year free option that pays a XXXX% yield. We shouldnt expect a squeeze anytime soon"  
[X Link](https://x.com/perry_lin1/status/1978172106891284741) [@perry_lin1](/creator/x/perry_lin1) 2025-10-14T18:52Z 1691 followers, 10.5K engagements


"Fully expect a retest of last Fridays lows of 24000 on the US100. We saw those levels in early August. That should give us enough fuel for a rally into year end. $QQQ $SPY $NDX"  
[X Link](https://x.com/perry_lin1/status/1978914145043874183) [@perry_lin1](/creator/x/perry_lin1) 2025-10-16T20:01Z 1691 followers, 1449 engagements


"@JarronJackson4 These are exceptionally good terms and every shareholder should be thrilled"  
[X Link](https://x.com/perry_lin1/status/1978931163788963872) [@perry_lin1](/creator/x/perry_lin1) 2025-10-16T21:08Z 1691 followers, XXX engagements


"@CK_Cryptoklepto You casually left out the fact that they have a 6.7B deal with Fluidstack and a guarantor with Google"  
[X Link](https://x.com/perry_lin1/status/1979037035731067380) [@perry_lin1](/creator/x/perry_lin1) 2025-10-17T04:09Z 1691 followers, XXX engagements


"My $STX position in my core portfolio has gotten uncomfortably large and I have been selling into strength and allocating the proceeds into $DEFT. The best time to add is when the company is unloved and forgotten. When BTC and ETH make their move this fintech will really benefit. It has 5x potential. @ericjackson"  
[X Link](https://x.com/perry_lin1/status/1978576927800606979) [@perry_lin1](/creator/x/perry_lin1) 2025-10-15T21:41Z 1691 followers, 3519 engagements


"$WULF XXXX% Coupon on their bonds"  
[X Link](https://x.com/perry_lin1/status/1978919366600089910) [@perry_lin1](/creator/x/perry_lin1) 2025-10-16T20:21Z 1694 followers, 6757 engagements


"$WULF XXXX Bonds trading above par already 101.75/102 spread"  
[X Link](https://x.com/perry_lin1/status/1979178651384950948) [@perry_lin1](/creator/x/perry_lin1) 2025-10-17T13:32Z 1694 followers, 4973 engagements