[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 3294 followers, XXX engagements "SPAC "Arb" Example: $AIFEU Disclosure I own a bunch. Have been buying for $XXXXX. Not the highest quality SPAC on earth but. . . you get a common share $AIFE bid at $XXXXX (about $XXXXX in trust) and a 1/5 right $AIFER trading .16 by .25. Ask keeps reloading at $10.24"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1925264234704691218) 2025-05-21 18:55:37 UTC 3302 followers, 2102 engagements "@CapitalValor Well wrap this puppy up and launch Gores XXX. Who cares. Assembly line. Just boil everyone alive collect the promote and do it again. Who wants to do the hard work of taking an actual company public and adding true value"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1948197787734364322) 2025-07-24 01:45:23 UTC 3308 followers, 1197 engagements "$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 3305 followers, 4812 engagements "@bz180360 @SPACspin @SPACspin almost always has the early scoop on deal rumblings a must follow for sure I dont know if even Id follow me haha"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1948201801351889194) 2025-07-24 02:01:19 UTC 3299 followers, XX 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 3301 followers, XXX engagements "Does anyone like any of the recent SPAC IPOs say over the last month"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1948061547864920095) 2025-07-23 16:44:00 UTC 3308 followers, XXX engagements "@SPAC_zilla Let us know when you find the next one and we can compound together"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1948177368297713694) 2025-07-24 00:24:14 UTC 3308 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 $RTAC ; makes me feel icky doing it though"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1938612802777678188) 2025-06-27 14:58:04 UTC 3309 followers, 5189 engagements "$WENNU $WENN $WENNW split day today yielding outsized daily gains in the units as often happens with unit splits. Not heroic but a dime a day keeps the doctor away. Was all you could eat in 10.40s late last week; XXXXX bid now. Worth keeping a calendar of SPAC splits"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1942306782900023576) 2025-07-07 19:36:38 UTC 3300 followers, XXX engagements "$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 3300 followers, 1062 engagements "Digital Treasury SPACs. $MBAV $CCCM. Pre-merge there's no crypto exposure (if they tell you there is it isn't really true). That said what you DO get is a call option on where NAV multiples shake out several months from now. If premium to cash in trust is small enough. ."  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1942609207464698276) 2025-07-08 15:38:21 UTC 3300 followers, 1338 engagements "Ok hear me out. SPAC idea. Im going to launch a SPAC plenty of rights and warrants. Were gonna merge it with a shellco we just set up that owns you guessed it. Cash. And you are going to love it"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1948200282984247474) 2025-07-24 01:55:17 UTC 3308 followers, 1403 engagements "@SpacsStocks I bought $XX worth of ETH back in 2020 to buy a few MLB crypto bobbleheads. Still have thousands of those things. Somewhere. Good times"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1948220080237469931) 2025-07-24 03:13:57 UTC 3309 followers, XXX engagements "$DYNX becoming an ETH treasury company. These have been hot $SBET $BMNR $BTCS etc; Now we get to see do SPAC ETH treasury companies trade at a higher multiple than Bitcoin ones Or is it the SPAC structure that is now unwilling to pay much in excess of NAV given the timelag"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1947276153753903385) 2025-07-21 12:43:08 UTC 3298 followers, 2144 engagements "$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 3295 followers, 1632 engagements "Pros and cons. Woke up early to try to buy more $CCCMW. Saw them up a buck already. So that's a negative. On the positive side as someone informed me this morning - I'm not an Iranian general. Net Net I'll take it"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1933488070365471158) 2025-06-13 11:34:13 UTC 3308 followers, XXX engagements "SPACs still need to prove that "they are different this time." $CLBR $PEW was able to deliver funds in trust to a crappy business but its action since deSPAC will make even retail think twice about whether to fund these things into a deal close"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1948048350646784222) 2025-07-23 15:51:34 UTC 3309 followers, 1489 engagements "$PEW Might work if retail likes. That said I was on the buyside ran small cap growth money. There's no way in hell I'd walk into a client meeting willing to defend why I owned an online gun dealer. Will be interesting to see what kind of institutional ownership it attracts"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1948069759251022112) 2025-07-23 17:16:38 UTC 3307 followers, 1334 engagements "$GTERU Can anyone point to more egregious at-risk capital terms in any SPAC ever $XX in at risk capital buys XXXX units AND XXX shares. So XXXX shares plus nearly a full warrant AND XXXX 1/10th rights for $XX. Cheap enough I like the "arb" but my word this is insane. (1/2)"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1942979988791189616) 2025-07-09 16:11:42 UTC 3308 followers, 2752 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 3295 followers, XXX engagements "Interesting trip down memory lane; the last gasp of the last SPAC IPO cycle. When will this one end and how Yet to be determined. Not there yet even a skeptic like me thinks we have a ways to run in this cycle. But need more and better deals to be announced"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1948050343230935498) 2025-07-23 15:59:29 UTC 3307 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 $KWM )"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1944784548790690050) 2025-07-14 15:42:23 UTC 3295 followers, 1246 engagements "$EVAC.U Not sexy but this is my bread and butter SPAC strategy. Buy units shortly after IPO take a size position; when it perks up start to recycle some of that capital into other relatively attractive names. This one is up X cents in under two weeks. No risk compound. ."  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1948059186740236611) 2025-07-23 16:34:37 UTC 3304 followers, XXX engagements "@MNTonX Uncharted waters. These NAV premiums will vaporize sooner or later; but who knows when that will be and where share prices and crypto prices will be by then"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945946988169634024) 2025-07-17 20:41:30 UTC 3300 followers, XXX engagements "Reminds me of the good 'ol days. Nice grabbag of goodies to buy this junky SPAC. Don't hate the player hate the game. I own it so I can make fun of it. A right plus 3/4 warrant plus Trump ties (yeah a stretch but who cares). Just don't read the at-risk terms barf $GTERU"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1942970071552340180) 2025-07-09 15:32:18 UTC 3309 followers, 2256 engagements "The market has heard our concerns about SPAC crypto treasury deals and responded with as one might expect. . . More cowbell $GTEN"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1948188583908487621) 2025-07-24 01:08:48 UTC 3309 followers, 13.9K engagements "I get that people are pissy at $CCCM (and I understand it). All that said I wouldn't overlook the fact all this pissy-ness (is that a word) is giving us an arguably cheap (capped) call option on Bitcoin via the warrants. Still need some more color to get a feel for NAV etc"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1937516041476743612) 2025-06-24 14:19:56 UTC 3299 followers, 2617 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 3298 followers, 2026 engagements "@SPACspin @bz180360 Hahaha. I spent more time than Id like to admit trying to figure out the ticker for that thing. Does it trade anywhere at all or just dark"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1948210039505739925) 2025-07-24 02:34:04 UTC 3309 followers, XXX engagements "@DavidNLefkowitz @blangb @DJohnson_CPA Well in all fairness I think some of these Crypto Treasury sponsors drank the Koolaid and believed they could get a 1.5X-2.0X multiple now. Maybe they thought everyone could win. But also agree that trust holders aren't their focus. Many sponsors see them as necessary evil"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1948082458798481420) 2025-07-23 18:07:06 UTC 3306 followers, XXX 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 3294 followers, XXX engagements
"SPAC "Arb" Example: $AIFEU Disclosure I own a bunch. Have been buying for $XXXXX. Not the highest quality SPAC on earth but. . . you get a common share $AIFE bid at $XXXXX (about $XXXXX in trust) and a 1/5 right $AIFER trading .16 by .25. Ask keeps reloading at $10.24" @SPACuity on X 2025-05-21 18:55:37 UTC 3302 followers, 2102 engagements
"@CapitalValor Well wrap this puppy up and launch Gores XXX. Who cares. Assembly line. Just boil everyone alive collect the promote and do it again. Who wants to do the hard work of taking an actual company public and adding true value" @SPACuity on X 2025-07-24 01:45:23 UTC 3308 followers, 1197 engagements
"$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 3305 followers, 4812 engagements
"@bz180360 @SPACspin @SPACspin almost always has the early scoop on deal rumblings a must follow for sure I dont know if even Id follow me haha" @SPACuity on X 2025-07-24 02:01:19 UTC 3299 followers, XX 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 3301 followers, XXX engagements
"Does anyone like any of the recent SPAC IPOs say over the last month" @SPACuity on X 2025-07-23 16:44:00 UTC 3308 followers, XXX engagements
"@SPAC_zilla Let us know when you find the next one and we can compound together" @SPACuity on X 2025-07-24 00:24:14 UTC 3308 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 $RTAC ; makes me feel icky doing it though" @SPACuity on X 2025-06-27 14:58:04 UTC 3309 followers, 5189 engagements
"$WENNU $WENN $WENNW split day today yielding outsized daily gains in the units as often happens with unit splits. Not heroic but a dime a day keeps the doctor away. Was all you could eat in 10.40s late last week; XXXXX bid now. Worth keeping a calendar of SPAC splits" @SPACuity on X 2025-07-07 19:36:38 UTC 3300 followers, XXX engagements
"$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 3300 followers, 1062 engagements
"Digital Treasury SPACs. $MBAV $CCCM. Pre-merge there's no crypto exposure (if they tell you there is it isn't really true). That said what you DO get is a call option on where NAV multiples shake out several months from now. If premium to cash in trust is small enough. ." @SPACuity on X 2025-07-08 15:38:21 UTC 3300 followers, 1338 engagements
"Ok hear me out. SPAC idea. Im going to launch a SPAC plenty of rights and warrants. Were gonna merge it with a shellco we just set up that owns you guessed it. Cash. And you are going to love it" @SPACuity on X 2025-07-24 01:55:17 UTC 3308 followers, 1403 engagements
"@SpacsStocks I bought $XX worth of ETH back in 2020 to buy a few MLB crypto bobbleheads. Still have thousands of those things. Somewhere. Good times" @SPACuity on X 2025-07-24 03:13:57 UTC 3309 followers, XXX engagements
"$DYNX becoming an ETH treasury company. These have been hot $SBET $BMNR $BTCS etc; Now we get to see do SPAC ETH treasury companies trade at a higher multiple than Bitcoin ones Or is it the SPAC structure that is now unwilling to pay much in excess of NAV given the timelag" @SPACuity on X 2025-07-21 12:43:08 UTC 3298 followers, 2144 engagements
"$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 3295 followers, 1632 engagements
"Pros and cons. Woke up early to try to buy more $CCCMW. Saw them up a buck already. So that's a negative. On the positive side as someone informed me this morning - I'm not an Iranian general. Net Net I'll take it" @SPACuity on X 2025-06-13 11:34:13 UTC 3308 followers, XXX engagements
"SPACs still need to prove that "they are different this time." $CLBR $PEW was able to deliver funds in trust to a crappy business but its action since deSPAC will make even retail think twice about whether to fund these things into a deal close" @SPACuity on X 2025-07-23 15:51:34 UTC 3309 followers, 1489 engagements
"$PEW Might work if retail likes. That said I was on the buyside ran small cap growth money. There's no way in hell I'd walk into a client meeting willing to defend why I owned an online gun dealer. Will be interesting to see what kind of institutional ownership it attracts" @SPACuity on X 2025-07-23 17:16:38 UTC 3307 followers, 1334 engagements
"$GTERU Can anyone point to more egregious at-risk capital terms in any SPAC ever $XX in at risk capital buys XXXX units AND XXX shares. So XXXX shares plus nearly a full warrant AND XXXX 1/10th rights for $XX. Cheap enough I like the "arb" but my word this is insane. (1/2)" @SPACuity on X 2025-07-09 16:11:42 UTC 3308 followers, 2752 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 3295 followers, XXX engagements
"Interesting trip down memory lane; the last gasp of the last SPAC IPO cycle. When will this one end and how Yet to be determined. Not there yet even a skeptic like me thinks we have a ways to run in this cycle. But need more and better deals to be announced" @SPACuity on X 2025-07-23 15:59:29 UTC 3307 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 $KWM )" @SPACuity on X 2025-07-14 15:42:23 UTC 3295 followers, 1246 engagements
"$EVAC.U Not sexy but this is my bread and butter SPAC strategy. Buy units shortly after IPO take a size position; when it perks up start to recycle some of that capital into other relatively attractive names. This one is up X cents in under two weeks. No risk compound. ." @SPACuity on X 2025-07-23 16:34:37 UTC 3304 followers, XXX engagements
"@MNTonX Uncharted waters. These NAV premiums will vaporize sooner or later; but who knows when that will be and where share prices and crypto prices will be by then" @SPACuity on X 2025-07-17 20:41:30 UTC 3300 followers, XXX engagements
"Reminds me of the good 'ol days. Nice grabbag of goodies to buy this junky SPAC. Don't hate the player hate the game. I own it so I can make fun of it. A right plus 3/4 warrant plus Trump ties (yeah a stretch but who cares). Just don't read the at-risk terms barf $GTERU" @SPACuity on X 2025-07-09 15:32:18 UTC 3309 followers, 2256 engagements
"The market has heard our concerns about SPAC crypto treasury deals and responded with as one might expect. . . More cowbell $GTEN" @SPACuity on X 2025-07-24 01:08:48 UTC 3309 followers, 13.9K engagements
"I get that people are pissy at $CCCM (and I understand it). All that said I wouldn't overlook the fact all this pissy-ness (is that a word) is giving us an arguably cheap (capped) call option on Bitcoin via the warrants. Still need some more color to get a feel for NAV etc" @SPACuity on X 2025-06-24 14:19:56 UTC 3299 followers, 2617 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 3298 followers, 2026 engagements
"@SPACspin @bz180360 Hahaha. I spent more time than Id like to admit trying to figure out the ticker for that thing. Does it trade anywhere at all or just dark" @SPACuity on X 2025-07-24 02:34:04 UTC 3309 followers, XXX engagements
"@DavidNLefkowitz @blangb @DJohnson_CPA Well in all fairness I think some of these Crypto Treasury sponsors drank the Koolaid and believed they could get a 1.5X-2.0X multiple now. Maybe they thought everyone could win. But also agree that trust holders aren't their focus. Many sponsors see them as necessary evil" @SPACuity on X 2025-07-23 18:07:06 UTC 3306 followers, XXX engagements