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@button_fml

All animals are equal, but some animals are more equal than others

 Los Angeles, CA
Joined August 2013
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Horizon Kinetics bought a decent position in $WBI. Unfortunately, retail investors got left out once again.
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I own $LB but the earnings call was bad. Management seems to be waiting for the hyperscalers to come and ‘discover’ the Permian. That was a bad answer. You need to play offense.
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Also, they keep mentioning Waterbridge’s synergies as a positive. Now adding Powerbridge into that mix. It’s a bit messy the way they communicate everything. I felt a lack of preparation
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The Water Handling Business in the Permian Basin is an often overlooked sector. Here are some of my thoughts: $TPL $LB $ARIS
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The Permian Basin now produces over 20MM barrels of water per day as a by‑product of fracking—projected to surpass 26 MMbbl/d by 2030—driving a critical need for new water infrastructure
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My thoughts on the water handling business in the Permian Basin and Aris Water Solutions $ARIS $LB $TPL open.substack.com/pub/button…
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No one mentioning that Kopernik Global started a position back in December in $AMTM. These guys are the best value investors out there 👀
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3 quick observations goring through $LB earnings presentation: 1. Aprox. 20% upside revision on 2025e adjsuted EBIDTA while 2024 grew 55% y/y 2. Total revenues (exc. oil and gas royalty revenues) divided by applicable acreage increased 119%.
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3. Brakish water volumes declined 40% q/q and reverted back to Q1/Q2. Good numbers but explaining the revenue driver movements and getting the data center updates is what the market is expecting tomorrow.
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Must watch for all $LB shareholders if you want to futher understand their business model from their CEO. youtube.com/watch?v=rab11Gil…
West Texas Land is Perfect for Data Centers, Says LandBridge Founder

West Texas Land is Perfect for Data Centers, Says LandBridge Founder

David Capobianco's company, LandBridge, owns 270,000 surface acres ...

youtube.com
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US natural gas production is rapidly declining but future outlook is unclear. Here my observations from the latest IAE Gas Market Report: 1. Inventories remain elevated due to several mild winters. US and EU 2024 storage remains above 5-year average range.
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2. Permian basin production growth is turning over. All other US main basins are actually declining (see chart). 3. Russian gas output has increased in H1 2024 (6% y/y). Both piped output gas to China and Europe have increased in H1 2024 (35% y/y and 5% y/y, respectively).
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I keep coming to this chart to appreciate what $GMX has built in less than 2 years. Retention rates at 75% despite higher fees vs. competition/ forks! You gotta love it 🫐
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Understanding how the token supply distribution and emissions work in a protocol is key to understand a project's long term sustainability. Launching with a low supply is a smart way to self-fund early adoption if managed correctly. 🧵Top 5 things I look for:
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1. Treasury (∼40%) - Locked initially. Managed by a competent DAO. Token holder <> DAO member (need to proof competency). Each DAO member holds the same power.
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Controversial-ish takes for 2023: #1 - The flippening will happen at more depressed prices. $eth will flip $btc at the pico bottom of the bear market
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#2 - China will start paying oil and nat gas to Russia in $gold in 2023 and will be a stress test to invade Taiwan
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Why aren't we talking about TradFi's centralization? Ethereum's architecture is the way to go. Long live $eth bit.ly/3PENxAm
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buying $eth more aggressively than at any point in 2022. Where will all the $bnb volume go after all this mess? 👀
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Papi @CryptoHayes once again shilling $GMX. He will keep buying 🫡
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He states that he only invests in projects < 5x P/F ratio. $GMX is at 3.75x depending on the time frame you pick.
A short article on how $GMX is on track to become a foundational Hyperstructure for DeFi 🫐 bit.ly/3AKn0Mc
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@GMX_IO frens, I hope you enjoy it @xdev_10, @tanoeth, @cryp_growth, @Riley_gmi, @GBlueberryClub, @Defidabble
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For 2 weeks in a row $GMX has been doing more swap volume than Curve in Arbitrum 👀 Not even their flagship product and you can see how the $GLP effect is paying off. Courtesy of @JamesCliffyz
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probably nothing 🫐> ₿ ... $GMX keeps printing
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“You can’t shake hands with a closed fist” - Mahatma Gandhi @TrustlessState Vitalik is in full fight mode until the merge
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1/3 - This is one of the most compelling charts for $gmx - when trading interest raises, existing users come back to the platform. Why? There is no second best platform. The product works.
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2/3 - There are many catalysts for new users to start using the platform in the coming months: 1) Bincance pulling out of the EU for derivatives trading 2) New available pairs to trade with Synthetics 3) GLPs asset growth -> better liquidity -> new players etc.
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While ETH is down 38% this month, $GMX's user base has x2... can't wait to see what happens when we fly out from Goblin Town
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