[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@SPACuity](/creator/twitter/SPACuity) "@JDKirkendoll So shares owned by insiders don't count as part of "true market cap" I'm not necessarily saying the stock isn't attractive here but why wouldn't you count all the shares outstanding Also if you count cash and crypto you have to subtract the debt (from Aave and converts)"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1947676971682697289) 2025-07-22 15:15:50 UTC 3283 followers, XXX engagements "$YHC an example of penny stock skulduggery. Most of these companies are in place to enrich management at expense of common holders. Guy thinks he acquires majority control Guess again. Money printer goes brrrr. I've combed through shells find a few like $MEIP most too risky"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945082178439618844) 2025-07-15 11:25:03 UTC 3283 followers, 4596 engagements "$YHC ; shit co's do shit co things. Never trust a shitco unless mgmt has been completely overhauled. Be cautious even then"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945948238747427285) 2025-07-17 20:46:28 UTC 3283 followers, 1020 engagements "Maybe they go biotech instead; Funicular was involved with the $ORKA transaction which had good outcomes. What I do know is that this should be an environment ripe for SOME kind of transaction and I have confidence that the shareholders here are aligned with goal of doing a value additive deal. (6/9)"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945915067431583866) 2025-07-17 18:34:40 UTC 3283 followers, XXX engagements "I've continued to add to $WENNU $XXXXX or better; a share $WENN plus half a warrant $WENNW ; with Solana above $XXX for the first time in nearly X months I figure I've had dumber ideas than adding to a SPAC that mentions "Solana" XX times in their prospectus"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1947680198830526522) 2025-07-22 15:28:40 UTC 3283 followers, XXX engagements "If I lose money it is my own fault. But going in heavy on $YORKU at $XXXXX. Similar cast of characters as $DWAC / $DJT and $RTAC ; makes me feel icky doing it though"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1938612802777678188) 2025-06-27 14:58:04 UTC 3283 followers, 5021 engagements "Everyone else: "bitcoin mining sucks. We're getting out of that and just going to become a treasury company" $YHC "We're smarter than everyone else. Lets mine bitcoin Oh and take us over F off." I guess that's about what you'd expect from a formerly Chinese liquor shitco"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945887188022907112) 2025-07-17 16:43:53 UTC 3283 followers, XXX engagements "I'll say something POSITIVE about SPACs today. The fact that the market is willing to pile into $XPOA and its warrants on what I personally think is a mediocre-at-best deal. . . is highly encouraging. Sentiment may have bottomed. Lots of ways to SPAC choose your risk profile"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1491105474082590724) 2022-02-08 17:43:43 UTC 3283 followers, XX engagements "We've now got three straight SPAC treasury deals met with initial exuberance followed by pain. Lots of retail (and others) underwater on $CCCM $MBAV and now $CEPO"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1946291884420137098) 2025-07-18 19:32:00 UTC 3268 followers, 1436 engagements "$MEIP news out; could be some parallels drawn to $SYBX given some similar players involved same cash rich shell undergoing strategic alts. I'm nearly out of $MEIP own a bunch of $SYBX albeit may trim it as it moves higher (vs cash) as I have with $MEIP"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1946187308694175967) 2025-07-18 12:36:27 UTC 3282 followers, 1053 engagements "On the offchance this is peak crypto treasury froth -- people can point to $MEIP "the broken biotech company shifting to owning Litecoin" as the straw that broke the camel's back. I hope that isn't the case but would be kind of funny"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1946270737527906326) 2025-07-18 18:07:58 UTC 3268 followers, XXX engagements "@pennycheck @JasonKeenX How do you determine the right valuation for a company that is the only pure play on a country that another much bigger country is really wanting to exterminate"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1946340445530870179) 2025-07-18 22:44:58 UTC 3268 followers, XXX engagements "Playing unit splits continues to be a low-risk approach to generate returns. See $VTAQU today as an example. Grab bag of goodies to get the deal done (overfunded trust full warrant for half share and a 1/20th right). Extremely nice return since IPO on an annualized basis"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1357788344160296960) 2021-02-05 20:29:02 UTC 3268 followers, XX engagements "Wouldn't it be awesome if we saw a SPAC announce a DA with an OPERATING company at a reasonable perhaps even cheap valuation structured as a win for all involved not just grift and hype Ah never mind I just woke up"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945933454413095180) 2025-07-17 19:47:43 UTC 3267 followers, 4672 engagements "$DYNX becoming an ETH treasury company. These have been hot $SBET $BMNR $BTCS etc; Now we get to see do SPAC ETH treasury companies trade at a higher multiple than Bitcoin ones Or is it the SPAC structure that is now unwilling to pay much in excess of NAV given the timelag"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1947276153753903385) 2025-07-21 12:43:08 UTC 3283 followers, 1571 engagements "$MEIP So last night I reposted a "news" link about this company starting a $XXX million Litecoin Treasury. I don't like deleting tweets so I'll leave it. That said so far I can't confirm if this is true or not. Caveat Emptor. May be true might be nonsense"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1946170190766440769) 2025-07-18 11:28:26 UTC 3282 followers, 1542 engagements "Why might they NOT do crypto As mentioned before Funicular is skeptic on long-term sustainability in the crypto treasury model and i don't know if his eagerness to play it on the long-side short term is enough to want to do this kind of merger here. But he might. (5/9)"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945915065233781215) 2025-07-17 18:34:39 UTC 3282 followers, XXX engagements "@EricTheUmpire I was thinking solar panels in Portugal"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1947644375040696681) 2025-07-22 13:06:19 UTC 3282 followers, XXX engagements "@EricTheUmpire I wonder what kind of business and in what geography they are targeting"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1947643905807421715) 2025-07-22 13:04:27 UTC 3283 followers, XXX engagements "Not sure if anything is happening here $MEIP or not but stock showing a little perkiness today on volume (for it anyway). Once again it is a clean shell with motivated and aligned shareholders; the main one being a holder well-versed in bitcoin deals ( $DDC and now $KWM )"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1944784548790690050) 2025-07-14 15:42:23 UTC 3282 followers, 1239 engagements "The ETH treasury co's are getting the love. Multiple companies all in a feeding frenzy fighting to frontrun eachother. ETH makes a great treasury asset stake and earn yield etc. Still hard to know what multiple to pay. The flywheel spins until it stops. $SBET $BTCS $BTBT"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1946206811092070877) 2025-07-18 13:53:57 UTC 3268 followers, XXX engagements "In honor of my SPAC brethren who are involved today. . . $PEW $PEW Good luck $CLBR"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945468696798904683) 2025-07-16 13:00:57 UTC 3278 followers, 2380 engagements "Anyone whipping around $CLOV this morning; good luck. I'd suggest doing yourself a favor and spending at least SOME of this morning instead spending time digging into the $DBDR transaction. That's where you may be able to add some value. I know limited downside risk isn't cool"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1384135107099860995) 2021-04-19 13:21:40 UTC 3278 followers, XX engagements "Premiums to NAV getting cracked. I'm looking for pre-merge names to put on shopping list to upgrade quality of sponsor. $RTP $RTPZ are examples that I think fit the bill but would love to hear about others of similar caliber. Decent read here too"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1354169924135120897) 2021-01-26 20:50:43 UTC 3281 followers, XX engagements "Will be interesting to see what strategic alts $MEIP goes with. Nearly a year into the process. Trading just over cash clean cap structure. Two activists own XX% and control board and old mgmt is all gonzo. One (Anson) led $DDC fundraise for bitcoin last month. (1/3)"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1943026401650552914) 2025-07-09 19:16:08 UTC 3282 followers, 1814 engagements "IMO the best thing that could happen to $BTCS was share spike on July 8th. They now aren't handcuffed by baby shelf rules and can aggressively tap their ATM to buy ETH (which they are). This is very accretive right now and has benefit of addressing the preferred issue. (1/3)"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1944791813904076937) 2025-07-14 16:11:15 UTC 3283 followers, 1983 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@SPACuity
"@JDKirkendoll So shares owned by insiders don't count as part of "true market cap" I'm not necessarily saying the stock isn't attractive here but why wouldn't you count all the shares outstanding Also if you count cash and crypto you have to subtract the debt (from Aave and converts)"
@SPACuity on X 2025-07-22 15:15:50 UTC 3283 followers, XXX engagements
"$YHC an example of penny stock skulduggery. Most of these companies are in place to enrich management at expense of common holders. Guy thinks he acquires majority control Guess again. Money printer goes brrrr. I've combed through shells find a few like $MEIP most too risky" @SPACuity on X 2025-07-15 11:25:03 UTC 3283 followers, 4596 engagements
"$YHC ; shit co's do shit co things. Never trust a shitco unless mgmt has been completely overhauled. Be cautious even then" @SPACuity on X 2025-07-17 20:46:28 UTC 3283 followers, 1020 engagements
"Maybe they go biotech instead; Funicular was involved with the $ORKA transaction which had good outcomes. What I do know is that this should be an environment ripe for SOME kind of transaction and I have confidence that the shareholders here are aligned with goal of doing a value additive deal. (6/9)" @SPACuity on X 2025-07-17 18:34:40 UTC 3283 followers, XXX engagements
"I've continued to add to $WENNU $XXXXX or better; a share $WENN plus half a warrant $WENNW ; with Solana above $XXX for the first time in nearly X months I figure I've had dumber ideas than adding to a SPAC that mentions "Solana" XX times in their prospectus" @SPACuity on X 2025-07-22 15:28:40 UTC 3283 followers, XXX engagements
"If I lose money it is my own fault. But going in heavy on $YORKU at $XXXXX. Similar cast of characters as $DWAC / $DJT and $RTAC ; makes me feel icky doing it though" @SPACuity on X 2025-06-27 14:58:04 UTC 3283 followers, 5021 engagements
"Everyone else: "bitcoin mining sucks. We're getting out of that and just going to become a treasury company" $YHC "We're smarter than everyone else. Lets mine bitcoin Oh and take us over F off." I guess that's about what you'd expect from a formerly Chinese liquor shitco" @SPACuity on X 2025-07-17 16:43:53 UTC 3283 followers, XXX engagements
"I'll say something POSITIVE about SPACs today. The fact that the market is willing to pile into $XPOA and its warrants on what I personally think is a mediocre-at-best deal. . . is highly encouraging. Sentiment may have bottomed. Lots of ways to SPAC choose your risk profile" @SPACuity on X 2022-02-08 17:43:43 UTC 3283 followers, XX engagements
"We've now got three straight SPAC treasury deals met with initial exuberance followed by pain. Lots of retail (and others) underwater on $CCCM $MBAV and now $CEPO" @SPACuity on X 2025-07-18 19:32:00 UTC 3268 followers, 1436 engagements
"$MEIP news out; could be some parallels drawn to $SYBX given some similar players involved same cash rich shell undergoing strategic alts. I'm nearly out of $MEIP own a bunch of $SYBX albeit may trim it as it moves higher (vs cash) as I have with $MEIP" @SPACuity on X 2025-07-18 12:36:27 UTC 3282 followers, 1053 engagements
"On the offchance this is peak crypto treasury froth -- people can point to $MEIP "the broken biotech company shifting to owning Litecoin" as the straw that broke the camel's back. I hope that isn't the case but would be kind of funny" @SPACuity on X 2025-07-18 18:07:58 UTC 3268 followers, XXX engagements
"@pennycheck @JasonKeenX How do you determine the right valuation for a company that is the only pure play on a country that another much bigger country is really wanting to exterminate" @SPACuity on X 2025-07-18 22:44:58 UTC 3268 followers, XXX engagements
"Playing unit splits continues to be a low-risk approach to generate returns. See $VTAQU today as an example. Grab bag of goodies to get the deal done (overfunded trust full warrant for half share and a 1/20th right). Extremely nice return since IPO on an annualized basis" @SPACuity on X 2021-02-05 20:29:02 UTC 3268 followers, XX engagements
"Wouldn't it be awesome if we saw a SPAC announce a DA with an OPERATING company at a reasonable perhaps even cheap valuation structured as a win for all involved not just grift and hype Ah never mind I just woke up" @SPACuity on X 2025-07-17 19:47:43 UTC 3267 followers, 4672 engagements
"$DYNX becoming an ETH treasury company. These have been hot $SBET $BMNR $BTCS etc; Now we get to see do SPAC ETH treasury companies trade at a higher multiple than Bitcoin ones Or is it the SPAC structure that is now unwilling to pay much in excess of NAV given the timelag" @SPACuity on X 2025-07-21 12:43:08 UTC 3283 followers, 1571 engagements
"$MEIP So last night I reposted a "news" link about this company starting a $XXX million Litecoin Treasury. I don't like deleting tweets so I'll leave it. That said so far I can't confirm if this is true or not. Caveat Emptor. May be true might be nonsense" @SPACuity on X 2025-07-18 11:28:26 UTC 3282 followers, 1542 engagements
"Why might they NOT do crypto As mentioned before Funicular is skeptic on long-term sustainability in the crypto treasury model and i don't know if his eagerness to play it on the long-side short term is enough to want to do this kind of merger here. But he might. (5/9)" @SPACuity on X 2025-07-17 18:34:39 UTC 3282 followers, XXX engagements
"@EricTheUmpire I was thinking solar panels in Portugal" @SPACuity on X 2025-07-22 13:06:19 UTC 3282 followers, XXX engagements
"@EricTheUmpire I wonder what kind of business and in what geography they are targeting" @SPACuity on X 2025-07-22 13:04:27 UTC 3283 followers, XXX engagements
"Not sure if anything is happening here $MEIP or not but stock showing a little perkiness today on volume (for it anyway). Once again it is a clean shell with motivated and aligned shareholders; the main one being a holder well-versed in bitcoin deals ( $DDC and now $KWM )" @SPACuity on X 2025-07-14 15:42:23 UTC 3282 followers, 1239 engagements
"The ETH treasury co's are getting the love. Multiple companies all in a feeding frenzy fighting to frontrun eachother. ETH makes a great treasury asset stake and earn yield etc. Still hard to know what multiple to pay. The flywheel spins until it stops. $SBET $BTCS $BTBT" @SPACuity on X 2025-07-18 13:53:57 UTC 3268 followers, XXX engagements
"In honor of my SPAC brethren who are involved today. . . $PEW $PEW Good luck $CLBR" @SPACuity on X 2025-07-16 13:00:57 UTC 3278 followers, 2380 engagements
"Anyone whipping around $CLOV this morning; good luck. I'd suggest doing yourself a favor and spending at least SOME of this morning instead spending time digging into the $DBDR transaction. That's where you may be able to add some value. I know limited downside risk isn't cool" @SPACuity on X 2021-04-19 13:21:40 UTC 3278 followers, XX engagements
"Premiums to NAV getting cracked. I'm looking for pre-merge names to put on shopping list to upgrade quality of sponsor. $RTP $RTPZ are examples that I think fit the bill but would love to hear about others of similar caliber. Decent read here too" @SPACuity on X 2021-01-26 20:50:43 UTC 3281 followers, XX engagements
"Will be interesting to see what strategic alts $MEIP goes with. Nearly a year into the process. Trading just over cash clean cap structure. Two activists own XX% and control board and old mgmt is all gonzo. One (Anson) led $DDC fundraise for bitcoin last month. (1/3)" @SPACuity on X 2025-07-09 19:16:08 UTC 3282 followers, 1814 engagements
"IMO the best thing that could happen to $BTCS was share spike on July 8th. They now aren't handcuffed by baby shelf rules and can aggressively tap their ATM to buy ETH (which they are). This is very accretive right now and has benefit of addressing the preferred issue. (1/3)" @SPACuity on X 2025-07-14 16:11:15 UTC 3283 followers, 1983 engagements