Molly @bigmagicdao

Bitcoin Only Cycle # semi-retired # Joined May 2017

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Molly @bigmagicdao

a day ago

Y’all won’t believe what David Bailey had his people send me 😂.

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The wild part about this $NAKA carnage is that the PIPE investors haven't even had their unlock yet. This appears to be David Bailey trying to front run the incoming PIPE unlock dump by rushing to dilute as much premium away as possible via ATM issuance What a shitshow

Pledditor @Pledditor

2 weeks ago

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Molly @bigmagicdao

2 days ago

Extremely bearish on this so-called ‘strategy square.’ It’s so freaking bizarre for a leveraged public company to invest in another leverage public company. And it will end so ugly.

Molly @bigmagicdao

3 months ago

Extremely bearish on this so-called ‘strategy square.’ It’s so freaking bizarre for a leveraged public company to invest in another leverage public company. And it will end so ugly.

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Molly @bigmagicdao

2 days ago

Blacklist everyone who shilled Naka during the hype , they’re either dumb or just pure evil.

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Molly @bigmagicdao

a month ago

Beautiful. Sell while you still can, it’s heading for $5, then $2, and maybe even below $1. Double Fingers crossed for under $0.50.

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Molly @bigmagicdao

3 days ago

Subtly then suddenly

Molly @bigmagicdao

a month ago

Subtly then suddenly

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Molly @bigmagicdao

3 days ago

More progress has been made ..

Molly @bigmagicdao

2 months ago

More progress has been made ..

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Molly @bigmagicdao

4 days ago

So many “Barry Silbert” this cycle .

Molly @bigmagicdao

4 months ago

So many “Barry Silbert” this cycle .

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Molly @bigmagicdao

7 days ago

If you start with 90× dilution at a super-low mNAV, you’ve already capped your future growth. The future expectation has been front-loaded, but a CEO who doesn’t even know where the premiums come from will only keep focus on the ‘future growth’ part.

Molly @bigmagicdao

4 months ago

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Molly @bigmagicdao

7 days ago

The truth is, mNAV in discount is very likely , not impossible, as you assumed. The harder the dilution at a discount, the greater the chance to get negative premium to Bitcoin NAV. Investors who rely purely on mNAV as their indicator are foolish and bound to get trapped.