Lavan Pathmanathan @LavanPath
Sharing ideas about AI, equities, Bitcoin, real estate, and bond markets. Not giving out any financial advice, just my opinions. Mississauga, Ontario Joined April 2017-
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Cue 30% drop before new ATH, followed by "I told you so".
Here are the Bitcoin Treasury Company (BTCTC) Power Rankings as of September 26, 2025. Ranks #3 and #4 are debatable. But I still give the edge to Andrew and team due to potential catalysts in uplisting opportunities. H100 drops a spot, but due to no fault of their own; Capital…
Here are the Bitcoin Treasury Company (BTCTC) Power Rankings as of September 26, 2025. Ranks #3 and #4 are debatable. But I still give the edge to Andrew and team due to potential catalysts in uplisting opportunities. H100 drops a spot, but due to no fault of their own; Capital…
This is progressing a lot quicker than I had estimated. $BTC cryptography starts getting threatened around 1 million qubits. Forget Core vs Knots. It's time to start having conversations about quantum computer resistant cryptography.
This is progressing a lot quicker than I had estimated. $BTC cryptography starts getting threatened around 1 million qubits. Forget Core vs Knots. It's time to start having conversations about quantum computer resistant cryptography.
This is my quant. $SWC / $TSWC forever!
This is my quant. $SWC / $TSWC forever!
PIPE is yet to unlock. Paid a huge premium for $SMLR. Already trading at a 3x+ mNAV premium. In my opinion $LQWD has competition for the easiest short in the sector in $ASST.
Arbitrage play: If the merger closes, $SMLR should trade at 21x $ASST. If you think the deal will close, you should long $SMLR, if you think it won't close, you should short $ASST. Risks: The timing on the close of the deal; may take months.
Arbitrage play: If the merger closes, $SMLR should trade at 21x $ASST. If you think the deal will close, you should long $SMLR, if you think it won't close, you should short $ASST. Risks: The timing on the close of the deal; may take months.
This is the first significant merger in the BTCTC space. I suspect there will be many more to come. $SWC is also looking to acquire or merge with UK BTC Treasuries, keep an eye on that.
This is the first significant merger in the BTCTC space. I suspect there will be many more to come. $SWC is also looking to acquire or merge with UK BTC Treasuries, keep an eye on that.
Checkmate is around the corner. I am promoting our cause throughout my Euro-trip. $SWC will be known far and wide starting with Rome, Italy.
The 12 Commandments of Bitcoin Treasury Companies (BTCTCs) 1. Never sell Bitcoin: No exceptions, no BTC dividends, no “temporary” fiat raises. 2. Operate on a Bitcoin Standard: Treasury, governance, and shareholder alignment revolve around Bitcoin. 3. Proof-of-Reserves:…
The people cheering and hoping for more cuts still believe that Bitcoin is a low interest rate phenomenon. That is totally incorrect. Gold does best during high inflationary / stagflationary environments. As a store of value, those are the ideal conditions for capital to move…
Initial negative reaction to the 25 bps cut is actually bullish. We've all gotten used to the immediate head-fake, followed by the real move.
There we go, we had the highest volume in the UK since July 24. We also had a nice reversal candle. This is the typical capitulation set up. As long as rate cuts don't spook the markets. This should be a local bottom.
There we go, we had the highest volume in the UK since July 24. We also had a nice reversal candle. This is the typical capitulation set up. As long as rate cuts don't spook the markets. This should be a local bottom. https://t.co/sYHkfKlak5
If I see one more person comparing market cap to GDP, I am going to lose it. Market cap is the current value of a company. It is the culmination of all value accrued since the inception of the company. GDP is the value created by a country in ONE year. Why are you comparing…
It's evident that AI agents will use the blockchain for payments. AI and crypto are the future, no need to overthink it.
It's evident that AI agents will use the blockchain for payments. AI and crypto are the future, no need to overthink it.
I have receipts. Nothing ever disappears from the internet. BTCTCs are the most obvious trade right now, the "furus" saying that it's over will be called out at the appropriate moment.
I have receipts. Nothing ever disappears from the internet. BTCTCs are the most obvious trade right now, the "furus" saying that it's over will be called out at the appropriate moment.
It takes an American company to fix Canada's mess.
It takes an American company to fix Canada's mess.
I honestly think $GOOG will be the first company to $10,000,000,000,000. If used correctly, TPUs are better than GPUs for LLM training. Moreover, Google has the best real-world data. $NVDA has the GPUs the world needs, but first to AGI just opens a whole new can of worms.
I honestly think $GOOG will be the first company to $10,000,000,000,000. If used correctly, TPUs are better than GPUs for LLM training. Moreover, Google has the best real-world data. $NVDA has the GPUs the world needs, but first to AGI just opens a whole new can of worms.

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