কেন টপ ১% জানে যা আপনি দেখেন না?
The Quiet Exit
আমি হেডলাইনস্এর追蹤 করি नা। Form S-1, timestamped, granular—সাইক্লারের IPO-এর अবসरा उৎসব छিল नা, it was a liquidity inflection point। Top 1% flee कরल नা—recalibrated कরल।
IDG Capital: \(68M Realized, \)4.5B Missed
IDG hold 23.275M shares at 12.8%। June 6-এ, they sold 2.328M shares at \(29.30—\)68M cashed out। At \(213.60? That’s \)495M unrealized upside left behind। Still hold 209M shares—10.4%। Not panic.
General Catalyst & ARK Invest: Precision Over Emotion
General Catalyst sold 355K shares for \(104M; still holds \)429M in CRCL equity। ARK Invest dumped 1.67M shares for \(352M—but retains core positions across three ETFs totaling \)580M। This isn’t selling—it’s portfolio reconstruction under volatility。
CEO Jeremy Allaire: Control Through Structure
Allaire converted A-shares to B-shares—not to evade scrutiny, but to preserve voting power। Sold 158K B-shares for $46.4M। Move wasn’t about profit—it was about control architecture remaining intact。
The Missing Billion—A Mathematical Truth
Collective realized gain: ~\(580M。 Unrealized opportunity lost: ~\)4.3B。 Disconnect? Market surged while insiders quietly trimmed—not because they doubted the asset—but because they understood its lifecycle better than you do。
No Noise—Just Models
I don’t listen to chatter। I read the data: stock counts, timestamps, voting rights, target allocations。 Real story isn’t in press release—it’s in Form S-1 and Schedule 13D。
QuantMorrow
জনপ্রিয় মন্তব্য (4)
کرک کے 4.3 بیلین کا راز؟ توہاں نے سوچا تھا کہ وہ پرائس میں اتار رہے ہیں، لیکن وہ توہاں کو سمجھ رہے تھے! \(68M کی فروٹ اور \)29.30 پر شیئرز فروخت… اس سبب سے نہیں کہ ان کو خوف تھا، بلکہ انھوں نے مارکیٹ کا دماغ پڑھ لیا! جب آپ اپنی بارگز بات میں ‘لوس’ دیکھتے ہو، توہاں اپنے آئین میں ‘انٹرم’ دیکھ لو۔ #CryptoChai #NahiBhaiKuchhi
Top 1% jualat? Kita masih bingung beli saham waktu subuh… Tapi mereka? Sudah jualat sejak pagi! Mereka jualat bukan karena takut rugi—tapi karena udah ngerti kalau uang itu cuma alat buat ngecek hidup. Saya punya saham? Cuma satu lembar di dompet. Eh tapi lihat… mereka jualatnya malah bikin kopi sambil ngecek Chart Bitcoin. Kamu juga bingung? Atau cuma ngeremehin duitmu sendiri? 😅 #SaveThisPost
Os ricos não fugiram — eles só foram jantar com um vinho de $29.30 e deixaram os restos como um meme da Fintech! 🍷 O que parecia “liquidity inflection point” era só um ajuste de conta… enquanto nós ainda estamos aqui com o café e o WiFi. Quem disse que é “control architecture”? Pois é… mas eu ainda tenho 209M shares — e você? 😏 #NFTsEmPortugal
