MACD (not shown) is on a buy signal with our LOTM CIF Fundamental Analytics saying the shares are “Too Cheap.”
xTAO Inc. (XTAIF*) is a classic LOTM WormHole Idea. It is illiquid, undiscovered, healthy with no debt & worth more dead than alive if they liquidated the company today. All it needs is time to grow larger, an up-listing Continue reading
Wormhole Rankings: 12-Month & 48-Month Holding Periods
Purpose: Keep quality, timing and asymmetry separate. CIF/DIIF measures business quality; Wormhole measures nonlinear repricing potential. The 48-month Base Case is the primary capital-allocation comparison; Best Case is an upside scenario boundary, not a price target.
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Written Aug 13 – published August 14 – Q3 earnings announcement Aug 12. Produced by LOTM/Tom Linzmeier with AI assist.
Summary
A conversation between Chat & Me
Hi Chat – I am looking at SOL Strategies (STKE*) $1.06, its online shares outstanding and market cap.
1) What is the outlook for post-merger acquisition it has in motion as to share count and market cap, “if” the deal is completed at today’s prices. 2) What is our CIF projection for a price revaluation post the merger being completed?
Produced Aug 06, 2026, by LOTM/Tom Linzmeier
Galaxy Digital (GLXY) $19.07
LOTM Comment: The company is fundamentally stronger today than it was when it was last at $36 in June. The stock looks oversold from a sharp decline from its June trading range top. Technically, the stock is in a short-term downtrend but also at an important support level. “Momentum traders” can wait for a price close above key moving averages. “Company investors” can add shares at this support level. The Tipranks’ analyst summary projects a 12-month average price target of $40.50. Continue reading
Strategic Impact of the Skew Technologies / HIP-3 Partnership
Written July 31 2026, by LOTM/Tom Linzmeier
Investment Conclusion
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The Skew agreement is strategically meaningful because it moves HYPD beyond passive HYPE ownership and staking toward becoming a bonded-capital and service layer for businesses launching markets on Hyperliquid. The near-term financial contribution is likely modest and difficult to quantify, but the structure—500,000 HYPE deployed, equity participation in Skew, and a share of fixed and scaling listing-service revenues—creates a repeatable model with potentially much greater value over three years than over the next several quarters. |
Companies discussed: NPPTF*, ASST*, SBET*, HYPD*, FWDI*, STKE*, XTAIF*
These companies are building infrastructure, an ecosystem in addition to owning digital assets. This is presented as an opportunity to participate in entire global financial system becoming tokenization and digital.
Neptune Digital Assets Corp. (NPPTF) has a market capitalization of approximately $46.4 million USD, which compares to total reported assets of $68.4 million USD and an estimated net asset value (total assets minus liabilities) of roughly $58.7 million USD. Continue reading
