@MBBHACK @DerivativesDon They are both ETF's One owns an asset with a "dividend". One owns a digital rock. Both should trade at MNAV regardless of their current or future AUM. Because neither provide a unique structure or strategy that is superior to owning the underlying oneself.

Original source ↗ | February 18, 2026 at 11:48 UTC | Twitter - @dampedspring

Here are the actionable trade ideas extracted from the provided tweets:

IDEA [5] TICKER: BMNR, MSTR DIRECTION: short THESIS: The speaker explicitly calls BMNR and MSTR "pump and dump grifts" with identical business models, implying they are overvalued and unsustainable. SPEAKER: @dampedspring TIMEFRAME: medium-term

IDEA [9] TICKER: TSLA DIRECTION: short THESIS: Accusations of a toxic working environment and mounting tensions with Germany's biggest union could negatively impact Tesla's operations, reputation, and potentially lead to production disruptions or increased labor costs in a key European market. SPEAKER: @business TIMEFRAME: short-term