[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 SPACuity SPACuity posts on X about $cccm, $mbav, spac, bitcoin the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::829322157356355585/interactions)  - X Week XXXXXX +16% - X Month XXXXXX +245% - X Months XXXXXXX +1,120,775% - X Year XXXXXXX +2,913% ### Mentions: XX [#](/creator/twitter::829322157356355585/posts_active)  ### Followers: XXXXX [#](/creator/twitter::829322157356355585/followers)  - X Week XXXXX +1.10% - X Month XXXXX +6.20% - X Months XXXXX +13% - X Year XXXXX +8% ### CreatorRank: XXXXXXX [#](/creator/twitter::829322157356355585/influencer_rank)  ### Social Influence [#](/creator/twitter::829322157356355585/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) #7354 [finance](/list/finance) XXXXX% [exchanges](/list/exchanges) XXXX% [vc firms](/list/vc-firms) XXXX% **Social topic influence** [$cccm](/topic/$cccm) #1, [$mbav](/topic/$mbav) 14.81%, [spac](/topic/spac) #10, [bitcoin](/topic/bitcoin) #3854, [$meip](/topic/$meip) 5.56%, [alts](/topic/alts) 5.56%, [$cep](/topic/$cep) #3, [$cepo](/topic/$cepo) #4, [$corz](/topic/$corz) 3.7%, [$crwv](/topic/$crwv) XXX% **Top accounts mentioned or mentioned by** [@djohnsoncpa](/creator/undefined) [@stepnotonpets](/creator/undefined) [@evanwhitten10](/creator/undefined) [@vik_mittal](/creator/undefined) [@djohnson_cpa](/creator/undefined) [@maxxtfsa](/creator/undefined) [@retrowallst](/creator/undefined) [@mntonx](/creator/undefined) [@arbprofit](/creator/undefined) [@spacspin](/creator/undefined) [@odddiligence](/creator/undefined) [@predictivepowe1](/creator/undefined) [@igotputs](/creator/undefined) [@doctorbradberry](/creator/undefined) [@jasonkeenx](/creator/undefined) [@chamath](/creator/undefined) [@yzilabs](/creator/undefined) [@namdar](/creator/undefined) [@saadnaja](/creator/undefined) [@krakenfx](/creator/undefined) **Top assets mentioned** [Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM)](/topic/$cccm) [Bitcoin (BTC)](/topic/bitcoin) [CEREAL (CEP)](/topic/$cep) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [DDC Enterprise Limited (DDC)](/topic/$ddc) [pepe in a memes world (PEW)](/topic/$pew) [Ethereum (ETH)](/topic/ethereum) [TrumpCoin (DJT)](/topic/$djt) [BitMine (BMNR)](/topic/$bmnr) [Bitcoin Scrypt (BTCS)](/topic/$btcs) ### Top Social Posts [#](/creator/twitter::829322157356355585/posts) --- Top posts by engagements in the last XX hours "Just to provide full disclosure in an effort to continue to skate to where the puck is going and because I'm just "speculating". . . I've lightened on $MEIP substantially. Rolling funds into other similarly positioned cash rich shell(s) that I think could provide similar opp"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945864144151863378) 2025-07-17 15:12:19 UTC 3195 followers, XXX engagements "You could run the same math on $CCCM; different story but you'll get a much higher number than current share price there and much lower downside given NAV floor. Not that I'm saying to buy $CCCM because I'm not. But might be a good gutcheck to confirm "is the market missing it""  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945883372590662099) 2025-07-17 16:28:43 UTC 3195 followers, XXX engagements "$CORZ $CRWV ; spread feels too wide on the .1235 share merger consideration. Will be interesting to see where it shakes out. Long $CORZ in the $14s for a trade"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1942214604907852110) 2025-07-07 13:30:21 UTC 3186 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 3187 followers, 1058 engagements "I get that $CRWV is expensive to hedge vs $CORZ. But people want to own $CRWV. Can buy $CRWV at $XXX or buy $CRWV at approx $XXX via $CORZ at $XXXXX. At some point spread narrows. The longer $CRWV holds up the more I suspect $CORZ stabilizes"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1942219762018238910) 2025-07-07 13:50:50 UTC 3187 followers, 1242 engagements "@stepnotonpets @EvanWhitten10 Remains to be seen whether investors pay more for a pureplay (bitcoin in $CCCM case) or the cryptobasket $MBAV model"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1942613108373037074) 2025-07-08 15:53:51 UTC 3176 followers, XXX engagements "Will be interesting to see how it acts. $MBAV on surface seems a little bit like $CCCM in how it is structured. Hard without terms of merger and investor presentation but the promote and dilution has to be swallowed up somewhere. We shall see"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1942551976559956324) 2025-07-08 11:50:56 UTC 3186 followers, 3013 engagements "Similar to a SPAC; trading near cash levels (with stock at $XXXX as I type this); activists have become involved and two shareholders own over 50%; nearly a year and a half into strategic alts. Prior mgmt gonzo employees mainly gonzo business (aside from cash) gonzo. (2/9)"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945915059240157636) 2025-07-17 18:34:38 UTC 3195 followers, XX engagements "Cryptocurrency is being equitized. So many public companies (and more each day) that will be selling stock to buy crypto whether it drops or rises. It won't last for ever but in the meantime it is a tough trend to want to fight. Overtime multiples compress crypto rises"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1944800725961253179) 2025-07-14 16:46:40 UTC 3182 followers, XXX engagements "@SPACuity waking up early eagerly checking for SPAC DAs. Any today Gotta be some today right we are due Ah crap. Nothing. Well yesterday we got something named Mango. Does that count Not really. Crap. Maybe tomorrow. At least we got another SPAC IPO today. Yuck"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945108975340396784) 2025-07-15 13:11:32 UTC 3192 followers, XXX engagements "The SPAC Arb Chronicles; a current top holding of mine is recent SPAC IPO $EVAC.U. $XXXXX in trust 1/3 warrant. Its IPO suggests their first oil and gas SPAC $EQV could be close to something. That one trades a dime over NAV for common and warrants bid at XX cents. (1/3)"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1943384375011271061) 2025-07-10 18:58:35 UTC 3194 followers, 1049 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 3195 followers, 2327 engagements "Former Social Capital SPAC $PROK now up XXX% on the day. Only down XX% from SPAC price. @chamath"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1942602974221492709) 2025-07-08 15:13:35 UTC 3178 followers, XXX engagements "$MBAV $CCCM Limited sample size but crypto treasury deals aren't great initially for common holders (maybe not horrible if cheap enough). That said makes warrants interesting. Even with dilution an $X value at deSPAC (or $X or whatever) with high volatility on underlying. ."  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1942588422549561371) 2025-07-08 14:15:46 UTC 3186 followers, 1442 engagements "Amazing to me how quick ETH went from pariah to savior. Fact is the narrative has changed and hard to envision that reversing now. Ability to earn staking yield makes this a very logical asset to stack in crypto treasury model. Rising tide probably lifts all boats"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1944805445836644503) 2025-07-14 17:05:25 UTC 3188 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 3188 followers, 4795 engagements "Everyone else: "bitcoin mining sucks. We're getting out of that and just going to become a treasury company" $YHC "We're smarter than everyone else. Lets mine bitcoin Oh and take us over F off." I guess that's about what you'd expect from a formerly Chinese liquor shitco"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945887188022907112) 2025-07-17 16:43:53 UTC 3195 followers, XXX engagements "$CEPO SPAC digital treasury deals getting a lukewarm reception lately but if structured similar to $CEP could have upside. I wouldn't expect same premium but split the difference and you still would do well. A $X billion deal does a lot to cut through the dilution from the promote etc"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945215557076131875) 2025-07-15 20:15:03 UTC 3195 followers, 5123 engagements "For $MBAV question is what multiple to pay. With the huge onslaught of new entrants (and existing players still raising funds) each week to buy crypto will we have much of a premium at all in a few months That'll be the question at time of close for $MBAV. Not much risk here"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1942561766900146496) 2025-07-08 12:29:50 UTC 3192 followers, XXX engagements "The risk on $CEPO is it acts like $CCCM or $MBAV. The upside is people compare it to $CEP. Deal is structured more like $CEP; I think most likely scenario as things shake out is $CEPO moves directionally towards a bigger premium not a smaller one. I'm involved in low $13s"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945847686126522576) 2025-07-17 14:06:55 UTC 3195 followers, 2056 engagements "@DJohnson_CPA I'm really curious to see how much stock $BMNR is able to issue prior to PIPE unlock and what stock action will be on that one then"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945099878289318050) 2025-07-15 12:35:23 UTC 3195 followers, XXX engagements "Since there are virtually no new merger announcements I'm now considering writing SPAC Poetry. First crack at it: "Once Upon a Time there was a SPAC. After the Merger it took a f'ing Whack. Each day henceforth there is no DA You'll have to suffer a terrible poem this way. The end." By SPACuity"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945195067301405133) 2025-07-15 18:53:38 UTC 3195 followers, XXX 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 3186 followers, 1333 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 3195 followers, XX engagements "For $MBAV looks like they've learned a bit from $CCCM; deal has a bit less dilution; PIPE raised at $XX plus an $XXXXX warrant so effectively like selling more units at $XX. Not horrible but not a huge call to action unless we think it deserves a multiple of NAV now"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1942560320435937290) 2025-07-08 12:24:06 UTC 3186 followers, 1233 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 3186 followers, 1567 engagements "Pretty much. I see the preferred was priced at $XX so there definitely are some discounts being applied here. If cheap enough the common is interesting; unclear to me whether $XX is too expensive or too cheap. $CEP gets a big premium even as a SPAC will $CEPO $CEP was first"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945839092110962712) 2025-07-17 13:32:46 UTC 3195 followers, 1477 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 3195 followers, 1671 engagements "When do they do a deal I don't know. Shells are in demand especially clean shells with mgmt willing to transact. $SYBX hits both these points in my opinion. What kind of deal Could take X likely paths; biotech merger crypto treasury liquidation (or I suppose other). (3/9)"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945915061156839424) 2025-07-17 18:34:38 UTC 3195 followers, XX engagements "@OddDiligence I have to say it must be nice to be able to gobble up nearly XX% of a public company and then after filing say "I haven't done any due diligence""  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1945086355031081097) 2025-07-15 11:41:39 UTC 3191 followers, XXX engagements "@stepnotonpets all else equal I agree. Wildcard being $CCCM has had a few more days to "marinate" since the news unlock. Might be a bit of $MBAV supply to digest. Just depends how hungry the arbs are for liquidity shortterm. This name does sound more ownable longterm"  [@SPACuity](/creator/x/SPACuity) on [X](/post/tweet/1942667576414204199) 2025-07-08 19:30:17 UTC 3176 followers, XXX engagements
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@SPACuity SPACuity
SPACuity posts on X about $cccm, $mbav, spac, bitcoin the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +16%
- X Month XXXXXX +245%
- X Months XXXXXXX +1,120,775%
- X Year XXXXXXX +2,913%
Mentions: XX #
Followers: XXXXX #
- X Week XXXXX +1.10%
- X Month XXXXX +6.20%
- X Months XXXXX +13%
- X Year XXXXX +8%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% cryptocurrencies #7354 finance XXXXX% exchanges XXXX% vc firms XXXX%
Social topic influence $cccm #1, $mbav 14.81%, spac #10, bitcoin #3854, $meip 5.56%, alts 5.56%, $cep #3, $cepo #4, $corz 3.7%, $crwv XXX%
Top accounts mentioned or mentioned by @djohnsoncpa @stepnotonpets @evanwhitten10 @vik_mittal @djohnson_cpa @maxxtfsa @retrowallst @mntonx @arbprofit @spacspin @odddiligence @predictivepowe1 @igotputs @doctorbradberry @jasonkeenx @chamath @yzilabs @namdar @saadnaja @krakenfx
Top assets mentioned Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM) Bitcoin (BTC) CEREAL (CEP) Core Scientific, Inc. Common Stock (CORZ) CoreWeave, Inc. (CRWV) DDC Enterprise Limited (DDC) pepe in a memes world (PEW) Ethereum (ETH) TrumpCoin (DJT) BitMine (BMNR) Bitcoin Scrypt (BTCS)
Top Social Posts #
Top posts by engagements in the last XX hours
"Just to provide full disclosure in an effort to continue to skate to where the puck is going and because I'm just "speculating". . . I've lightened on $MEIP substantially. Rolling funds into other similarly positioned cash rich shell(s) that I think could provide similar opp"
@SPACuity on X 2025-07-17 15:12:19 UTC 3195 followers, XXX engagements
"You could run the same math on $CCCM; different story but you'll get a much higher number than current share price there and much lower downside given NAV floor. Not that I'm saying to buy $CCCM because I'm not. But might be a good gutcheck to confirm "is the market missing it"" @SPACuity on X 2025-07-17 16:28:43 UTC 3195 followers, XXX engagements
"$CORZ $CRWV ; spread feels too wide on the .1235 share merger consideration. Will be interesting to see where it shakes out. Long $CORZ in the $14s for a trade" @SPACuity on X 2025-07-07 13:30:21 UTC 3186 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 3187 followers, 1058 engagements
"I get that $CRWV is expensive to hedge vs $CORZ. But people want to own $CRWV. Can buy $CRWV at $XXX or buy $CRWV at approx $XXX via $CORZ at $XXXXX. At some point spread narrows. The longer $CRWV holds up the more I suspect $CORZ stabilizes" @SPACuity on X 2025-07-07 13:50:50 UTC 3187 followers, 1242 engagements
"@stepnotonpets @EvanWhitten10 Remains to be seen whether investors pay more for a pureplay (bitcoin in $CCCM case) or the cryptobasket $MBAV model" @SPACuity on X 2025-07-08 15:53:51 UTC 3176 followers, XXX engagements
"Will be interesting to see how it acts. $MBAV on surface seems a little bit like $CCCM in how it is structured. Hard without terms of merger and investor presentation but the promote and dilution has to be swallowed up somewhere. We shall see" @SPACuity on X 2025-07-08 11:50:56 UTC 3186 followers, 3013 engagements
"Similar to a SPAC; trading near cash levels (with stock at $XXXX as I type this); activists have become involved and two shareholders own over 50%; nearly a year and a half into strategic alts. Prior mgmt gonzo employees mainly gonzo business (aside from cash) gonzo. (2/9)" @SPACuity on X 2025-07-17 18:34:38 UTC 3195 followers, XX engagements
"Cryptocurrency is being equitized. So many public companies (and more each day) that will be selling stock to buy crypto whether it drops or rises. It won't last for ever but in the meantime it is a tough trend to want to fight. Overtime multiples compress crypto rises" @SPACuity on X 2025-07-14 16:46:40 UTC 3182 followers, XXX engagements
"@SPACuity waking up early eagerly checking for SPAC DAs. Any today Gotta be some today right we are due Ah crap. Nothing. Well yesterday we got something named Mango. Does that count Not really. Crap. Maybe tomorrow. At least we got another SPAC IPO today. Yuck" @SPACuity on X 2025-07-15 13:11:32 UTC 3192 followers, XXX engagements
"The SPAC Arb Chronicles; a current top holding of mine is recent SPAC IPO $EVAC.U. $XXXXX in trust 1/3 warrant. Its IPO suggests their first oil and gas SPAC $EQV could be close to something. That one trades a dime over NAV for common and warrants bid at XX cents. (1/3)" @SPACuity on X 2025-07-10 18:58:35 UTC 3194 followers, 1049 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 3195 followers, 2327 engagements
"Former Social Capital SPAC $PROK now up XXX% on the day. Only down XX% from SPAC price. @chamath" @SPACuity on X 2025-07-08 15:13:35 UTC 3178 followers, XXX engagements
"$MBAV $CCCM Limited sample size but crypto treasury deals aren't great initially for common holders (maybe not horrible if cheap enough). That said makes warrants interesting. Even with dilution an $X value at deSPAC (or $X or whatever) with high volatility on underlying. ." @SPACuity on X 2025-07-08 14:15:46 UTC 3186 followers, 1442 engagements
"Amazing to me how quick ETH went from pariah to savior. Fact is the narrative has changed and hard to envision that reversing now. Ability to earn staking yield makes this a very logical asset to stack in crypto treasury model. Rising tide probably lifts all boats" @SPACuity on X 2025-07-14 17:05:25 UTC 3188 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 3188 followers, 4795 engagements
"Everyone else: "bitcoin mining sucks. We're getting out of that and just going to become a treasury company" $YHC "We're smarter than everyone else. Lets mine bitcoin Oh and take us over F off." I guess that's about what you'd expect from a formerly Chinese liquor shitco" @SPACuity on X 2025-07-17 16:43:53 UTC 3195 followers, XXX engagements
"$CEPO SPAC digital treasury deals getting a lukewarm reception lately but if structured similar to $CEP could have upside. I wouldn't expect same premium but split the difference and you still would do well. A $X billion deal does a lot to cut through the dilution from the promote etc" @SPACuity on X 2025-07-15 20:15:03 UTC 3195 followers, 5123 engagements
"For $MBAV question is what multiple to pay. With the huge onslaught of new entrants (and existing players still raising funds) each week to buy crypto will we have much of a premium at all in a few months That'll be the question at time of close for $MBAV. Not much risk here" @SPACuity on X 2025-07-08 12:29:50 UTC 3192 followers, XXX engagements
"The risk on $CEPO is it acts like $CCCM or $MBAV. The upside is people compare it to $CEP. Deal is structured more like $CEP; I think most likely scenario as things shake out is $CEPO moves directionally towards a bigger premium not a smaller one. I'm involved in low $13s" @SPACuity on X 2025-07-17 14:06:55 UTC 3195 followers, 2056 engagements
"@DJohnson_CPA I'm really curious to see how much stock $BMNR is able to issue prior to PIPE unlock and what stock action will be on that one then" @SPACuity on X 2025-07-15 12:35:23 UTC 3195 followers, XXX engagements
"Since there are virtually no new merger announcements I'm now considering writing SPAC Poetry. First crack at it: "Once Upon a Time there was a SPAC. After the Merger it took a f'ing Whack. Each day henceforth there is no DA You'll have to suffer a terrible poem this way. The end." By SPACuity" @SPACuity on X 2025-07-15 18:53:38 UTC 3195 followers, XXX 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 3186 followers, 1333 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 3195 followers, XX engagements
"For $MBAV looks like they've learned a bit from $CCCM; deal has a bit less dilution; PIPE raised at $XX plus an $XXXXX warrant so effectively like selling more units at $XX. Not horrible but not a huge call to action unless we think it deserves a multiple of NAV now" @SPACuity on X 2025-07-08 12:24:06 UTC 3186 followers, 1233 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 3186 followers, 1567 engagements
"Pretty much. I see the preferred was priced at $XX so there definitely are some discounts being applied here. If cheap enough the common is interesting; unclear to me whether $XX is too expensive or too cheap. $CEP gets a big premium even as a SPAC will $CEPO $CEP was first" @SPACuity on X 2025-07-17 13:32:46 UTC 3195 followers, 1477 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 3195 followers, 1671 engagements
"When do they do a deal I don't know. Shells are in demand especially clean shells with mgmt willing to transact. $SYBX hits both these points in my opinion. What kind of deal Could take X likely paths; biotech merger crypto treasury liquidation (or I suppose other). (3/9)" @SPACuity on X 2025-07-17 18:34:38 UTC 3195 followers, XX engagements
"@OddDiligence I have to say it must be nice to be able to gobble up nearly XX% of a public company and then after filing say "I haven't done any due diligence"" @SPACuity on X 2025-07-15 11:41:39 UTC 3191 followers, XXX engagements
"@stepnotonpets all else equal I agree. Wildcard being $CCCM has had a few more days to "marinate" since the news unlock. Might be a bit of $MBAV supply to digest. Just depends how hungry the arbs are for liquidity shortterm. This name does sound more ownable longterm" @SPACuity on X 2025-07-08 19:30:17 UTC 3176 followers, XXX engagements