flow 🥷🟧⛏️ @flow__capital
Full cycle investor. Enjoyer of digital art. Joined May 2021-
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Compute = Revenue
JUST IN: Nvidia officially launches program to let AI startups swap compute for revenue share
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@MoonOverlord Insufferable Hyperliquid
@jaymesrosenthal @Globalflows Nice thread Jaymes
@jaymesrosenthal Post IPO moment (IBIT) distribution
@jaymesrosenthal 100% I’ve no position here. But STRC as HYCredit is less risky than common. Seems market fears a cascade in STRC, which is structurally unlikely.
@jaymesrosenthal ARK is a surrogate of Cathy’s execution, which has been poor. IMO
Prob true. CTA’s make money in the middle part of a trend. Then get chopped up at the edges, before the next clear trend. Noise.
What we are seeing today is probably that CTAs are slamming the sell-button on Chips, which kinda makes sense after what happened on Friday. It's more technical in nature, but the market environment changed a bit after Friday for sure
$GLXY Market seems to be waking up. Near term FCF from Helios. Sentiment shifting from ‘break up the buisinesses’ to OK, controlling Compute is Controlling Revenue, and this may complement digital asset infrastructure.
@jaymesrosenthal @jvisserlabs Jordi has been so locked in. Reminds everyone that bottlenecks move around. He moved capital out of HBM into Networking hardware. And for the first time, says API layer begins now. I’ve trained my LLM’s to respond to all my queries in terms of Jordi’s baskets.
@jaymesrosenthal @Globalflows @Mamba248x @RaviMonke @uniqueNFT @SpeedRacer689 @FrancisClydeF @KennyLoaded @btcbongo @rossiadam @JaredKubin @ThinkingUSD Appreciate the shout out. Humbling to be mentioned in this group of heavy hitters! ❤️
@stefanvanderlux First buys in the $2 range, added alongside buybacks in 2023, traded around the edges, but built up a meaningful position.
The initial triple net lease with CRWV was a safe decision by management. Upside optionality was capped though. The tension between crypto and AI aligned investors is great. Sector underperformance expected until a cleaner corp structure. Seems we are in the AI value sector.
$GLXY Helios valuation model Take 2 Simplified tax shield Added contracted power value I believe sandbagged conservative numbers. Corrected total market cap. claude.ai/public/artifac…
Topo @Topo_G
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Flow God @FL0WG0D
107K Followers 262 Following Sub to my X for exclusive post | Master flow yourself: Real-time tracking, AI alerts & instant phone notifications. Use link below — code FLOW for 20% off!
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