Manbearpig Capital @ManbearpigCap
Ancient Astronaut Theorist Joined October 2020-
Tweets107
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Followers230
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Welcome to the 9th inning
Manbearpig Capital retweeted
Pipeline for $WYFI $73M ARR end of June 30th $15M ARR coming online end of Aug. Q3 will be >$88M (cloud) Q4 eh Q1 will have MTL2 and MTL3 online. MTL3: $11.2M ARR colocation deal MTL2: depends on customer signings but $8M ARR potential. clear visibility to $100M ARR by end of Q1
Golden age of private credit + AI infrastructure boom. This deal + Apollo’s recent SDC transaction paint a very positive outlook for future Helios funding availability. Bullish $glxy
Best possible conditions for the $WYFI IPO today. $NBIS up 20%+ on a solid quarter and ETH ready to break out. Should see it trading late morning $BTBT
Manbearpig Capital retweeted
$NBIS gapping up 14% pre-market on beat/raise. "Demand for AI infra... only going to get stronger..." $CRWV and cute baby $WYFI
$wyfi $btbt Confirming what was posted before: upsized by 20%, pricing at top of range
Big $WYFI update $BTBT -IPO priced at top of range -Upsized by 20% -Oversubscribed by 9x+
The average analyst price target for $glxy is UP +10% since earnings.
Reminder - $BTBT has a 180-day lockup on selling their remaining $WYFI stake. They’re also unable to dilute heavily with a new ATM until approval at the special meeting on Sept 10. Could be a real blue sky scenario if $WYFI opens strong.
Manbearpig Capital retweeted
$BTBT $WYFI Whitefiber IPO price of >$17 implies a $BTBT share price of >$3.09 with upside to $4.36/share for $BTBT if $WYFI hits >$32/share. Should mNAVs for ETH treasury cos return to >1.5x, potential for $BTBT to hit >$4.78/share. Depending on ARR estimate for YE'25,…
$GLXY traded down as soon as BBG compared figures to consensus. Wrong reaction and good buying opp. “Consensus” hardly matters for this co and this Q. Most coverage is new and has a hard time forecasting a lumpy biz. Helios is on track (what really matters) and Q3 crypto is solid
$GLXY Coreweave $CRWV executed final option and Helios buildout is on track. Also, July was best month ever for the crypto business.
$btbt $wyfi “The deal is multiple times oversubscribed” as of 12:12 pm today
Manbearpig Capital retweeted
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