JP415 retweeted
BREAKING $GRAB @Citi bought 31.6M shares👀🐂
13F Filing - Citigroup Inc($3T AUM) started a brandnew position on $GRAB with 31,678,869 shares or $107M bet.
It kind of wild how "they" are FOMOing back or How Citadel bought the the bottom 3 months ahead of everyone 😂.
This is why I dont time the market.
Retail investors can't win this timing game.
Source: sec.gov/Archives/edgar/data/…
$GRAB | I revised my personal PT FY2027 to $15 due to✍️
~Sharp drop in Oil price, could be $60-$80 quickly.
~I called 10y yield topped weeks ago, and I was right
~Significant improvement on macro condition for the next 6-12 months+
~ Grab concentrating on growing MTUs, and acknowledged they have a driver shortage problem, which I been talking about this for months or last year now.
At my personal PT $15 by end of 2027 would imply
20-25x FY2028 PE (with 30%+ revenue growth)
Macro Condition is going to improve, which will lead to global yield trending down, and that will help fuel more growth and easier financial condition, particularly in SEA.
Not Financial Advice! DYOR!
JP415 retweeted
Founders Fund, Pantera and Bullish bet $5M on @anvil_xyz's governance token
thestreet.com/crypto/markets…
JP415 retweeted
Last week, Peter Thiel’s @foundersfund led a $5M token buy in @anvil_xyz.
The same week, @cryptosmiff sat down with Anvil founder @trspalding in Singapore for Conviction.
The full story on the universal collateral layer 👇
00:00 Intro, Singapore
01:03 2011: the internet never had money
09:38 Seven years at Flexa
15:23 Founders Fund's token buy
18:32 Expanding what counts as collateral
22:52 The Vegas default: who gets your Pokémon cards?
26:04 The $50K car problem
28:20 What's next for Anvil
29:39 AI won't have a credit score
JP415 retweeted
The Anvil SDK is out-of-the-box ready for merchants to start offering fully guaranteed reservations & BNPL services.
Read more: nitter.cf/anvil_xyz/status/21074…
Reserve the piece. Keep earning while you wait.
Our partnership with @anvil_xyz will let members reserve pre-sale items—including handmade, bespoke 1-of-1 creations—while their crypto continues to earn.
First access, without putting your capital on pause.
ethereum:0xaeeaa594e7dc112d67b8547fe9767a02c15b5597
🌏🌍🌎
JP415 retweeted
LATEST: Peter Thiel-backed Founders Fund leads a $5 million token buy in crypto collateral protocol Anvil
coindesk.com/business/2026/1…
JP415 retweeted
Anvil, a decentralized finance protocol designed to bring traditional financial services onchain, is gaining traction among businesses and institutional investors.
The @anvil_xyz protocol acts as a universal collateral layer, allowing digital assets to secure verifiable financial commitments.
That infrastructure has applications wherever businesses accept deposits, extend credit, or facilitate payments.
Links below to DYOR. Very interesting...
JP415 retweeted
Most of DeFi uses collateral to take out loans. Anvil uses it to keep promises. Verifiable guarantees for payments and credit, now easy to integrate with our new SDK. Excited to have Founders Fund and an incredible group of partners in the Anvil community.
NEW: $5M from Founders Fund, Pantera and others, plus a brand-new SDK, as Anvil tries to make crypto fade into the background of everyday business.
@AcronymFNDN President @trspalding joins @kateirwin to break down how a DeFi letter-of-credit protocol powers buy now, pay later, accounts receivable and reservations, and why Bitcoin, Ethereum and tokenized real-world assets could become on-chain collateral.
Watch the full conversation on Markets Outlook:
00:00 - Tyler Spalding Joins Markets Outlook
02:02 - Anvil Launches Its SDK for Builders
03:10 - DeFi's New Playbook: Letters of Credit
04:09 - Founders Fund Leads $5M Anvil Token Round
05:40 - Why a Governance Token Still Makes Sense
09:12 - The First Companies to Integrate
11:42 - What Makes Anvil's On-Chain Collateral Different
14:22 - Collateral in the Age of AI Agents
14:57 - Bitcoin, Ethereum and the Future of Collateral
JP415 retweeted
"It's not like AI will have a credit score or software will have a credit score."
@AcronymFNDN President @trspalding makes the case for AI and software pledging collateral to get credit, as Anvil launches its SDK and Founders Fund leads a $5M purchase of ANVL tokens.
Thank you to @SPGlobalRatings for being a sponsor of the CoinDesk Media Network.
JP415 retweeted
NEW: $5M from Founders Fund, Pantera and others, plus a brand-new SDK, as Anvil tries to make crypto fade into the background of everyday business.
@AcronymFNDN President @trspalding joins @kateirwin to break down how a DeFi letter-of-credit protocol powers buy now, pay later, accounts receivable and reservations, and why Bitcoin, Ethereum and tokenized real-world assets could become on-chain collateral.
Watch the full conversation on Markets Outlook:
00:00 - Tyler Spalding Joins Markets Outlook
02:02 - Anvil Launches Its SDK for Builders
03:10 - DeFi's New Playbook: Letters of Credit
04:09 - Founders Fund Leads $5M Anvil Token Round
05:40 - Why a Governance Token Still Makes Sense
09:12 - The First Companies to Integrate
11:42 - What Makes Anvil's On-Chain Collateral Different
14:22 - Collateral in the Age of AI Agents
14:57 - Bitcoin, Ethereum and the Future of Collateral
JP415 retweeted
$GRAB
CEO Anthony Tan buys 10,350,000 shares of Grab at $2.89/share.
Anthony has been a net seller on the open market since the company went public. This is first open market purchase.
Obviously, for him to buy $30M of stock while his net worth is around $300-400M shows how significant of a purchase this is and how much he thinks the market has lost their minds on this name.
We are now looking at a public valuation LOWER than what Grab was worth in the private markets. Their enterprise value is $7B and they will profitably do $4.2B of revenue this year.
Really nice to see an insider buy — it has been a tough hold but the broader thesis, in my opinion, is being executed in a VERY strong way with a horrible macro backdrop .
For a CEO who has been criticized for many insider sells (many of which were pre-planned and also deserved given the guy founded the company and wasn’t liquid for a decade) it is nice to see him put almost 10% of his net worth into the company he started 15 years ago via purchases on the open market.
Grab Holdings President & COO Alexander Charles Hungate also bought $867K of $GRAB with 299,571 shares at a $2.89 avg.
The markets are the greatest game on earth, they will test your patience, they will turn your stomach inside out, they will drive you crazy as the price of an asset goes down while fundamentals get better, every bear case will make more sense as you see the price go down, but one thing is clear: execution and compounding earnings wins in the end.
It’s nice to see a C-suite that believes in that themselves and takes advantage of that with a sizeable amount of their personal networth.
The story continues!
JP415 retweeted
Like, share and follow this tweet and I’ll give 5 Yearly Memberships away for free in 24hrs.
JP415 retweeted
$HOOD is heading into the most important weekly close I’ve seen in years.
Last time this happened we rallied +700% 🤯
For the first time since 2023 my system is flashing the start of a new Bull Cycle.
In the video I walk through the setup and my 6–12 month targets.
JP415 retweeted
MASSIVE: 🇺🇸🇮🇷 US AND IRAN HAVE OFFICIALLY SIGNED A MEMORANDUM OF UNDERSTANDING TO END THE WAR.
BULLISH FOR MARKETS
