[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.] [@MapleLeafCap](/creator/twitter/MapleLeafCap) "Think SOL itself w/ upgrades + the $Drift patch helping it reach feature parity & pulling previous SOL apes back in would be key to the thesis here. Future composability w/ SOL mainnet assets logically makes sense but feels more like a show-me"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1940598941579706512) 2025-07-03 02:30:16 UTC 48K followers, 5042 engagements "Honestly maybe someone (like SOL foundation) should just take $MPLX private if it keeps trading down (to say 50-100 mm FDV). A lot of peeps believe in owning beta in the world of billions of tokens and most of it happening on SOL (w/ AI / RWA / DePin etc) tho so not sure why it still trades like this. Perhaps the lack of explosive growth & 2C excitement is my guess. Maybe Genesis could change that"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1945126796074340514) 2025-07-15 14:22:21 UTC 48K followers, 3514 engagements "Also getting questions on why $GP well here's a rundown:"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1945460905225097626) 2025-07-16 12:29:59 UTC 48K followers, 3009 engagements "$ZEX may still see some rerating ahead given lack of supply and valuation vs SVM / sol DeFi comps but then question becomes delivery and how much real organic volume they can attract. Uphill show-me story imo given HYPE dominance but maybe mainnet first"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1935676809141764524) 2025-06-19 12:31:29 UTC 48K followers, 4832 engagements "$TALGO now @ close to $XXXX given the $ALGO foundation news of redemption @ XX% of 1st round fund raise. Not what I expected but I'll take the 3x. This whole process makes me cringe"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1157101683111026690) 2019-08-02 01:31:53 UTC 48K followers, XX engagements "Bought some $TALGO @ $XXXX avg cost at I think $ALGO is going to $XXX - XXX / token in the next 1-2 months. So this put @ $XXXX strike can probably make 5x in returns. Market was pricing it at effectively X implied vol. @DoveyWan"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1143003866348367872) 2019-06-24 03:52:12 UTC 48K followers, XX engagements "I mean just maybe the play is to own all X of $PUMP $BONK $GP to basically corner the 3mm USD / day of fee on SOL memecoins and get to long it at XXX Bn FDV / X Bn fees = 7x FCF but are u bullish this fee stream will keep going up"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1945075724572062006) 2025-07-15 10:59:25 UTC 48K followers, 11K engagements "A few common requests (& some personal interests): - $GEOD for its optionality on robotics + FCF - $PARTI curious of how #'s are trending + plans - $HYPE for obvious reasons but Jeff never picks up my call. - $OKB / $BGB / $BNB for interesting CEX landscape. - $SAFE curious if they have revs + plans - $EKUBO wonder what the UNI v3 dev is up to on $STRK - $INIT I want to hear the thesis on $LUNA XXX If you are on a visibly achievable effort to step-function your business & is going to accrue significant value to token-holders hit me up"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1921246357165404233) 2025-05-10 16:50:01 UTC 48K followers, 5774 engagements "We continue to like $MATH and think it's one of the smallest cap non-treasury non-mining non-exchange cashflow generating stock in Nasdaq. Think on-track to report earnings in July / Aug and think trades at single digit PE still & a highly undervalued APAC crypto deriv play. Thought XX was gonna be a tough comp but by the way crypto is trading probably not. Solid optionality w/ a lot of take-outs / M&A in the deriv space. If stonks is your thing prob worth taking a look. Not FA. Wrote something up about it a while back on BidClub: FD: we own almost XX% of the company"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1942651937884889219) 2025-07-08 18:28:09 UTC 48K followers, 4034 engagements "So what's the Metaplanet of ETH in Japan asking for a friend"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1945525703090585990) 2025-07-16 16:47:28 UTC 48K followers, 1830 engagements "Out of curiosity I actually went to and dug up $YHC's filing this morning for like XX minutes: - I don't think they ever made much money on a gross profit level that's a real skill. - XX mm+ a year of SG&A big salary packages - Share-count went from like 130k in '23 to 400k in '24 to 1mm+ in 1Q25 prob more now. The company is indeed their ATM. Maybe crypto scammers aren't the worse afterall lol"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1945693780042223905) 2025-07-17 03:55:21 UTC 48K followers, 7648 engagements "Mike is an animal. I think the interesting math here is that post next halving (Jul 2025) if they achieve XX mm+ ARR then the burn should be able to offset the base-station emissions (12 / day * 17k stations * XXX days * XX cents per token * 65-70% sale rate); putting $GEOD in a solid supply/demand situation to enjoy potentially sizable ARR lift with significant robotics upside optionality (Mike himself says X Bn). May not be a short-term moon but think quite interesting over the next 2-3 years"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1930168170117246996) 2025-06-04 07:42:07 UTC 48K followers, 10.5K engagements "@toptickcrypto And you can also buy $GP at 1/7 the value-capture but 1/15th the price"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1945129285095690529) 2025-07-15 14:32:14 UTC 48K followers, XXX engagements "fwiw I think the buyback action in $PUMP just made it investible for liquid funds that were on the fence"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1945304201850184130) 2025-07-16 02:07:18 UTC 48K followers, 7519 engagements "I got pinged on this also so just in case you are curious about $YHC. def a punt but if push comes to shove we will always vote in favor of Robert's plan:"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1945477063013732809) 2025-07-16 13:34:11 UTC 48K followers, 12.8K engagements "Was a fun convo w/ Ovie didn't expect a real guy when I first got pitched it. To me the key would be whether they can scale to critical mass where $REKT incentives can be waned off and still have the equity box making big FCF w/ reasonable marketing spend. Think once Equity is at terminal scale can probably just do a 1-off takeover offer for all tokenholders or something"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1942933600338645198) 2025-07-09 13:07:22 UTC 48K followers, 3289 engagements "Right place right time and prob cheap w/ $FRAX as a 400-500 mm L1; but a lot to show re: growing $frxUSD and a bit murky re: the path to $XX Bn (maybe under NDA but Sam didn't really answer the Q). Could be worth a punt / short-term trade as narrative sizzles up for some"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1925526250246087119) 2025-05-22 12:16:47 UTC 48K followers, 13.4K engagements "Actually didn't know Definitive had a token ($EDGE). Revenue quite lumpy given on-chain activity. Trench mod & cross-chain swap could prob drive some decent new volume. Think a pretty good niche product -- at some point if ARR ramps big could see someone wanting to take it out"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1941857116496834701) 2025-07-06 13:49:49 UTC 48K followers, 4149 engagements "@FloodCapital Can you walk through how you bridge to $XXX USD / share (or XX Bn market cap) in your SOTP"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1945293166766170574) 2025-07-16 01:23:27 UTC 48K followers, 1954 engagements "Was a fun convo. fee towards $XX mm was quite nice to hear -- and $HOOD validation bringing more B2B contracts is prob more mid-term. Should have asked about whether ARBStrategy soon. Think going forward AEP ramp Arbitrum One fee stability & margins and Timeboost upside to be monitored. Could see a case for long $ARB and short ETH L2 w/ unlock / inflation / richer / losing mindshare & traction working"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1946176040008860040) 2025-07-18 11:51:40 UTC 48K followers, 2499 engagements "Forever grateful & consider Mable one of the most inspiring person in the space for me. While I'm at the very bottom right my support for Mable is unparalleled -- and the position can only move up from here lel trend is good"  [@MapleLeafCap](/creator/x/MapleLeafCap) on [X](/post/tweet/1945873454743564450) 2025-07-17 15:49:18 UTC 48K followers, 12.4K 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.]
@MapleLeafCap
"Think SOL itself w/ upgrades + the $Drift patch helping it reach feature parity & pulling previous SOL apes back in would be key to the thesis here. Future composability w/ SOL mainnet assets logically makes sense but feels more like a show-me"
@MapleLeafCap on X 2025-07-03 02:30:16 UTC 48K followers, 5042 engagements
"Honestly maybe someone (like SOL foundation) should just take $MPLX private if it keeps trading down (to say 50-100 mm FDV). A lot of peeps believe in owning beta in the world of billions of tokens and most of it happening on SOL (w/ AI / RWA / DePin etc) tho so not sure why it still trades like this. Perhaps the lack of explosive growth & 2C excitement is my guess. Maybe Genesis could change that" @MapleLeafCap on X 2025-07-15 14:22:21 UTC 48K followers, 3514 engagements
"Also getting questions on why $GP well here's a rundown:" @MapleLeafCap on X 2025-07-16 12:29:59 UTC 48K followers, 3009 engagements
"$ZEX may still see some rerating ahead given lack of supply and valuation vs SVM / sol DeFi comps but then question becomes delivery and how much real organic volume they can attract. Uphill show-me story imo given HYPE dominance but maybe mainnet first" @MapleLeafCap on X 2025-06-19 12:31:29 UTC 48K followers, 4832 engagements
"$TALGO now @ close to $XXXX given the $ALGO foundation news of redemption @ XX% of 1st round fund raise. Not what I expected but I'll take the 3x. This whole process makes me cringe" @MapleLeafCap on X 2019-08-02 01:31:53 UTC 48K followers, XX engagements
"Bought some $TALGO @ $XXXX avg cost at I think $ALGO is going to $XXX - XXX / token in the next 1-2 months. So this put @ $XXXX strike can probably make 5x in returns. Market was pricing it at effectively X implied vol. @DoveyWan" @MapleLeafCap on X 2019-06-24 03:52:12 UTC 48K followers, XX engagements
"I mean just maybe the play is to own all X of $PUMP $BONK $GP to basically corner the 3mm USD / day of fee on SOL memecoins and get to long it at XXX Bn FDV / X Bn fees = 7x FCF but are u bullish this fee stream will keep going up" @MapleLeafCap on X 2025-07-15 10:59:25 UTC 48K followers, 11K engagements
"A few common requests (& some personal interests): - $GEOD for its optionality on robotics + FCF - $PARTI curious of how #'s are trending + plans - $HYPE for obvious reasons but Jeff never picks up my call. - $OKB / $BGB / $BNB for interesting CEX landscape. - $SAFE curious if they have revs + plans - $EKUBO wonder what the UNI v3 dev is up to on $STRK - $INIT I want to hear the thesis on $LUNA XXX If you are on a visibly achievable effort to step-function your business & is going to accrue significant value to token-holders hit me up" @MapleLeafCap on X 2025-05-10 16:50:01 UTC 48K followers, 5774 engagements
"We continue to like $MATH and think it's one of the smallest cap non-treasury non-mining non-exchange cashflow generating stock in Nasdaq. Think on-track to report earnings in July / Aug and think trades at single digit PE still & a highly undervalued APAC crypto deriv play. Thought XX was gonna be a tough comp but by the way crypto is trading probably not. Solid optionality w/ a lot of take-outs / M&A in the deriv space. If stonks is your thing prob worth taking a look. Not FA. Wrote something up about it a while back on BidClub: FD: we own almost XX% of the company" @MapleLeafCap on X 2025-07-08 18:28:09 UTC 48K followers, 4034 engagements
"So what's the Metaplanet of ETH in Japan asking for a friend" @MapleLeafCap on X 2025-07-16 16:47:28 UTC 48K followers, 1830 engagements
"Out of curiosity I actually went to and dug up $YHC's filing this morning for like XX minutes: - I don't think they ever made much money on a gross profit level that's a real skill. - XX mm+ a year of SG&A big salary packages - Share-count went from like 130k in '23 to 400k in '24 to 1mm+ in 1Q25 prob more now. The company is indeed their ATM. Maybe crypto scammers aren't the worse afterall lol" @MapleLeafCap on X 2025-07-17 03:55:21 UTC 48K followers, 7648 engagements
"Mike is an animal. I think the interesting math here is that post next halving (Jul 2025) if they achieve XX mm+ ARR then the burn should be able to offset the base-station emissions (12 / day * 17k stations * XXX days * XX cents per token * 65-70% sale rate); putting $GEOD in a solid supply/demand situation to enjoy potentially sizable ARR lift with significant robotics upside optionality (Mike himself says X Bn). May not be a short-term moon but think quite interesting over the next 2-3 years" @MapleLeafCap on X 2025-06-04 07:42:07 UTC 48K followers, 10.5K engagements
"@toptickcrypto And you can also buy $GP at 1/7 the value-capture but 1/15th the price" @MapleLeafCap on X 2025-07-15 14:32:14 UTC 48K followers, XXX engagements
"fwiw I think the buyback action in $PUMP just made it investible for liquid funds that were on the fence" @MapleLeafCap on X 2025-07-16 02:07:18 UTC 48K followers, 7519 engagements
"I got pinged on this also so just in case you are curious about $YHC. def a punt but if push comes to shove we will always vote in favor of Robert's plan:" @MapleLeafCap on X 2025-07-16 13:34:11 UTC 48K followers, 12.8K engagements
"Was a fun convo w/ Ovie didn't expect a real guy when I first got pitched it. To me the key would be whether they can scale to critical mass where $REKT incentives can be waned off and still have the equity box making big FCF w/ reasonable marketing spend. Think once Equity is at terminal scale can probably just do a 1-off takeover offer for all tokenholders or something" @MapleLeafCap on X 2025-07-09 13:07:22 UTC 48K followers, 3289 engagements
"Right place right time and prob cheap w/ $FRAX as a 400-500 mm L1; but a lot to show re: growing $frxUSD and a bit murky re: the path to $XX Bn (maybe under NDA but Sam didn't really answer the Q). Could be worth a punt / short-term trade as narrative sizzles up for some" @MapleLeafCap on X 2025-05-22 12:16:47 UTC 48K followers, 13.4K engagements
"Actually didn't know Definitive had a token ($EDGE). Revenue quite lumpy given on-chain activity. Trench mod & cross-chain swap could prob drive some decent new volume. Think a pretty good niche product -- at some point if ARR ramps big could see someone wanting to take it out" @MapleLeafCap on X 2025-07-06 13:49:49 UTC 48K followers, 4149 engagements
"@FloodCapital Can you walk through how you bridge to $XXX USD / share (or XX Bn market cap) in your SOTP" @MapleLeafCap on X 2025-07-16 01:23:27 UTC 48K followers, 1954 engagements
"Was a fun convo. fee towards $XX mm was quite nice to hear -- and $HOOD validation bringing more B2B contracts is prob more mid-term. Should have asked about whether ARBStrategy soon. Think going forward AEP ramp Arbitrum One fee stability & margins and Timeboost upside to be monitored. Could see a case for long $ARB and short ETH L2 w/ unlock / inflation / richer / losing mindshare & traction working" @MapleLeafCap on X 2025-07-18 11:51:40 UTC 48K followers, 2499 engagements
"Forever grateful & consider Mable one of the most inspiring person in the space for me. While I'm at the very bottom right my support for Mable is unparalleled -- and the position can only move up from here lel trend is good" @MapleLeafCap on X 2025-07-17 15:49:18 UTC 48K followers, 12.4K engagements