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NASDAQ: Metalpha

Re: Metalpha (NASDAQ:MATH) – the only listed APAC, undiscovered crypto exotic derivative broker microcap pure-play at 10-15x PE (and growing EPS rapidly)

No idea tbh; apparently it's some Swiss investor who stumbled upon my pitch and liked it I guess.
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NASDAQ: Metalpha

Re: Metalpha (NASDAQ:MATH) – the only listed APAC, undiscovered crypto exotic derivative broker microcap pure-play at 10-15x PE (and growing EPS rapidly)

Do you know who CRG is? Great write up but they seem to only bullpost about MATH lol.
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Pendle

Re: Pendle: The Era of Stablecoin Expansion

Good thesis, I arrived at the same conclusion around Pendle being upside optionality to stablecoin launches. Love the chart. 1 Q -- I'm trying to quantify the upside ARR Pendle can make from Boros. I know it's hard to put a # around it but TN seems quite bullish. Do you have a easy way of quantifying this?
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