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![GermCrypto Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1394409427604807680.png) Germ [@GermCrypto](/creator/twitter/GermCrypto) on x XXX followers
Created: 2025-07-17 00:09:20 UTC

My thoughts on why $CEPO isn't blasting off like $CEP did. First, I think the market learned its lesson not to FOMO like it did with $CEP. It now trades pretty consistently around 2.6-2.8X mNAV.

Reports have suggested that $CEPO will be almost a mirror deal to $CEP. If that's the case, then where its trading right now is about right. $CEPO has exactly twice as many shares outstanding as $CEP.

So, all things considered.. it makes sense why $CEPO isn't blowing up from here, until we have pro forma details on the combination, I suspect it's going to trade roughly half the price of $CEP.  Purely an assumption on my part.. NFA, do you own DD..


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945636902331167216/c:line.svg)

**Related Topics**
[stocks](/topic/stocks)
[fomo](/topic/fomo)
[$cepo](/topic/$cepo)
[$cep](/topic/$cep)
[$xxi](/topic/$xxi)
[stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries)

[Post Link](https://x.com/GermCrypto/status/1945636902331167216)

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GermCrypto Avatar Germ @GermCrypto on x XXX followers Created: 2025-07-17 00:09:20 UTC

My thoughts on why $CEPO isn't blasting off like $CEP did. First, I think the market learned its lesson not to FOMO like it did with $CEP. It now trades pretty consistently around 2.6-2.8X mNAV.

Reports have suggested that $CEPO will be almost a mirror deal to $CEP. If that's the case, then where its trading right now is about right. $CEPO has exactly twice as many shares outstanding as $CEP.

So, all things considered.. it makes sense why $CEPO isn't blowing up from here, until we have pro forma details on the combination, I suspect it's going to trade roughly half the price of $CEP. Purely an assumption on my part.. NFA, do you own DD..

XXXXX engagements

Engagements Line Chart

Related Topics stocks fomo $cepo $cep $xxi stocks bitcoin treasuries

Post Link

post/tweet::1945636902331167216
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