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Tuesday, August 12, 2025
Bitcoin mining in the ‘golden era’
This is a post intended for users who have dipped their toes in GoMining and are considering taking the jump. This thought process made me jump in at 16th (spending capacity is limited compared to larger users).
With the 2024 halving very recently behind us and the next one set for 2028, we are officially still in GoMining’s golden era - possibly the most favorable period for maximizing returns before mining rewards get slashed again.
Why Halving Cycles Matter for GoMining
Bitcoin halving events reduce block rewards by 50%. Historically, this supply shock has driven prices upward after the halving, while also decreasing mining rewards. For GoMining users, this creates a window where:
- Mining is still profitable thanks to current reward levels - significant ROI still available on a yearly basis from an initial investment
- Token prices have room to grow in anticipation of post-halving demand
- Hashpower purchased now will become more valuable as less BTC enters circulation, as long as you keep up with optimizing mining power
The Case for Getting Involved Before 2028
If you’re considering GoMining (or increasing your stake), the time to act is now - not during the next run-up or after rewards drop again in 2028. Every halving compresses the upside timeline for new miners. Getting in early means:
• Accumulating more BTC before mining rewards shrink again • Benefiting from potential token price appreciation • Avoiding higher entry prices as demand and awareness increase
Decreased Future Returns = Higher Stakes for Early Movers
As future returns diminish with each halving, your decision-making window narrows. If you hold off on jumping in, you’ll either pay more for less hashpower, or miss the peak return phase entirely.
TLDR: The best time to jump into GoMining was yesterday, the second best time is now. We're in a sweet spot - post-2024 but years before the next halving. If you’re thinking long-term and want to stack BTC, the next 12–24 months may be the best opportunity you'll get before 2028 changes the game again. This goes not just for GoMining but stacking SATs in general.
Monday, August 11, 2025
Bakkt Holdings, Inc. Quarterly Report Released - Here’s What You Should Know
Bakkt Holdings, Inc. – Investor Report Summary
(Quarter ended June 30, 2025)
Key Financial Metrics
- Revenues for Q2 2025 were $577.9 million, up 13.3% from $509.9 million in Q2 2024, driven by increased crypto trading volume.
- Crypto services revenue: $568.1 million (+14.3% YoY)
- Loyalty services revenue: $9.8 million (–23.3% YoY)
- Total revenues for the six months ended June 30, 2025: $1,652.8 million (vs. $1,364.5 million in 2024)
- Operating loss for Q2 2025: $(18.5) million (compared to $(22.0) million in Q2 2024)
- Net loss attributable to Bakkt Holdings, Inc.: $(14.7) million for Q2 2025 (vs. $(16.4) million in Q2 2024)
- Net loss per share (basic/diluted): $(2.16) vs. $(2.67) in prior year quarter
- Adjusted EBITDA loss for Q2 2025: $(12.6) million, improved from $(17.9) million in Q2 2024
- Cash and cash equivalents at 6/30/2025: $43.5 million (vs. $39.0 million at year-end 2024)
- Restricted cash: $18.0 million
- Customer funds: $21.3 million
- Total assets: $190.1 million; total liabilities: $132.3 million
- Net cash used in operations: $(95.9) million for six months ended 6/30/2025
Business & Strategy Developments
- Completed a $75 million equity and warrant offering in July 2025 to strengthen liquidity.
- Strategic exit from legacy Loyalty business—agreement signed to divest the division in July 2025 for nominal consideration.
- Entered into a three-year commercial agreement with Distributed Technologies Research (DTR) in July 2025 to expand payment processing.
- Adoption of an updated corporate investment policy in June 2025, enabling allocation of treasury assets to Bitcoin and other digital assets.
- Completed purchase agreement to acquire ~19.9% of MarushoHotta Co., Ltd (August 2025), and secured the Bitcoin.kr domain.
Risks
- Going Concern: Management noted recurring net losses and negative operating cash flows; success of strategic growth plans and expansion of revenue base remain critical for continued operations (See Liquidity and Going Concern section).
- Customer Concentration: Loss of major clients, notably Webull Pay LLC and Bank of America, both of which notified Bakkt in March 2025 of their intent to terminate or not renew key agreements, creates uncertainty for future revenue (Page 29, Management Discussion).
- Regulatory Uncertainty: Company faces evolving crypto regulatory regimes in the U.S. and abroad (Page 55, Market Environment; discussion of NYDFS oversight, BitLicense, etc.).
- Legal Proceedings: Ongoing and potential litigation, including a putative class action filed April 2025 and derivative complaints (Page 35), could result in material liabilities or reputational risk.
- Capital Structure and Dilution: Ongoing and future equity raises (including conversion of a new $25 million convertible debenture in June 2025) increase risk of dilution for existing shareholders.
- Warrant and Convertible Security Overhang: Significant Class 1 and 2 warrants outstanding (exercisable for 2,017,850 shares) and conversion rights under debentures could further pressure share price.
- Relying on Crypto Market: Revenue and cost structure are highly sensitive to crypto trading volume and the price of Bitcoin (Page 45 discussion of market conditions and performance drivers).
- Sale of Loyalty Business at Loss: The divestiture is expected to result in a loss (Page 41, Subsequent Events).
Management Discussion & Outlook
- The company shifted focus to crypto services, with trading and transaction revenues now wholly dominating the business mix.
- Growth in crypto service revenue (+14% YoY) reflects robust market adoption, partially bolstered by new regulatory clarity and wider acceptance following new federal legislation (GENIUS Act).
- Operating expenses increased, but Bakkt drove notable reductions in compensation & benefits (–10% YoY for Q2 and –19% YTD) and selling/general/administrative costs (–35% YoY for Q2, –44% YTD) through restructuring and cost optimization—offsetting the impact of higher crypto-related expenses.
- Strategic pivots, including the divestiture of non-core businesses and a focus on core crypto operations and international opportunities, are intended to streamline operations and improve financial flexibility.
- Liquidity augmented through recent capital raises and $25 million convertible debenture; however, negative cash flow from operations remains significant.
- Management’s ability to execute on expansion and cost control, replace lost client revenue, and manage regulatory/legal risks will be critical for future performance.
Conclusion
Bakkt is executing a major strategic reorientation, focusing on core crypto services and divesting slower-growth legacy operations. While top-line growth in crypto is strong and cost controls are taking effect, the company continues to post operating losses and relies heavily on external capital for liquidity. The loss of major customers, legal proceedings, and significant warrant/dilution risk are key vulnerabilities. Investors should closely monitor execution of the new strategy, successful onboarding of new clients/partners, and evolving regulatory environment.
Visit Publicview AI to search and analyze millions of SEC filings using AI.
SqueezeFinder - Aug 11th 2025
Good morning, SqueezeFinders!
The $QQQ tech index closed last week mere pennies below the all-time high at 574.55 (+0.93%). This leaves bears in a continually more precarious situation, as every single pullback has whipped back higher to continue the long-term uptrend. No major/mega cap earnings reports are scheduled for today to serve as directional determinants, so we should assume continuation into price discovery for the broader market. Bitcoin is ramping up to ~$121k/coin, spot Gold is trading for ~$3,440/oz, and spot Silver is trading near ~$38.2/oz. Regardless of the broader market sentiment, you can always locate relative strength by tapping/clicking on the column headers to sort the live watchlist in descending order of whichever data metric is important to you.
Today's economic data releases are:
🇺🇸 No scheduled data releases today.
📙Breakdown point: BELOW this price, the move will lose momentum significantly in the short-term, as shorts will gain confidence encouraging them to short more. Reducing probability of a squeeze without a catalyst.
📙Breakout point: ABOVE this price, the move will gain momentum significantly in the short-term, as shorts losses will increase pressuring them to cover. Increasing the probability of a squeeze occurring, especially if with a catalyst.
-
$CRWV
Squeezability Score: 53%
Juice Target: 221.5
Confidence: 🍊 🍊
Price: 129.55 (+7.00%)
Breakdown point: 100.00
Breakout point: 147.00
Mentions (30D): 0 🆕
Event/Condition: Earnings report TODAY (binary catalyst) + Potentially imminent short-term downtrend bullish reversal + Recent price target 🎯 of $200 from Northland Securities + Recent price target 🎯 of $185 from Morgan Stanley + Two Seas Capital announces intention to vote against proposed sale of Core Scientific (CORZ) to CoreWeave (CRWV) + Company recently secured a $2.6B loan for AI expansion + Recent price target 🎯 of $160 from Citigroup -
$APLD
Squeezability Score: 50%
Juice Target: 29.3
Confidence: 🍊 🍊 🍊
Price: 14.20 (-0.28%)
Breakdown point: 12.0
Breakout point: 15.5
Mentions (30D): 7
Event/Condition: Massive rel vol spike + Very bullish reaction to earnings report after company targets $7B in contracted revenue in long-term AI data center leases as company accelerates build-out timeline + Potentially imminent resumption of long-term uptrend/bullish momentum + New price target 🎯 of $18 from Lake Street.
To gain access to all our cutting-edge research tools, live watchlists, alerts, and more: https://www.squeeze-finder.com/subscribe
HINT: Use code RDDT for a free week!
Future Multiverse Virtual Land Investments – The Next Big Digital Asset Boom
The world of digital real estate is evolving at lightning speed, and Future Multiverse is leading this revolution. This cutting-edge platform allows users to buy, rent, customize, and sell virtual land in a vibrant metaverse ecosystem. It’s not just a virtual platform—it’s a golden long-term investment opportunity, much like Bitcoin in its early days.
A Powerful Community & Network
Future Multiverse is backed by a community of over 20,000 active members, who freely engage in customizing, renting, buying, and selling their virtual properties. This thriving ecosystem encourages collaboration, creativity, and economic growth within the metaverse.
Strategic Corporate Partnerships
To date, over 1,000 companies have partnered with Future Multiverse, creating a dynamic marketplace for brand exposure, advertising, events, and commercial activities inside the platform.
Impressive Growth & Recognition
In 2024, Future Multiverse achieved unicorn status with a remarkable $800 million valuation. This milestone places the platform among the fastest-growing metaverse projects worldwide.
Diversity & Inclusion at the Core
The platform strongly promotes diversity and inclusive employment opportunities, ensuring equal access for individuals and businesses to thrive in this next-generation digital economy.
Why Future Multiverse Virtual Land is a Game-Changer
- True Digital Ownership – Blockchain-secured land plots guarantee 100% secure and verifiable ownership.
- Multiple Income Streams – Earn by renting out land, hosting virtual events, or leasing advertising spaces.
- Full Customization – Design your own 3D structures, themed spaces, and interactive features.
- High-Value Resale – As demand for premium locations grows, landowners can resell at significantly higher prices.
Bitcoin-Like Investment Potential
Just as early Bitcoin investors saw exponential gains, Future Multiverse virtual land offers early adopters the chance to secure high-value assets before the market matures. With the metaverse industry projected to become a multi-trillion-dollar sector, the potential for price growth is enormous.
Conclusion
Future Multiverse virtual land investments represent more than just buying digital property—they offer a stake in the future of the global digital economy. With 20,000+ members, 1,000+ corporate partners, a $800 million valuation, and a strong commitment to diversity and inclusion, Future Multiverse is positioned to become one of the most valuable digital real estate ecosystems in the world.
Now is the time to invest—because those who act today will be the digital landowners and market leaders of tomorrow.
Sunday, August 10, 2025
What is Your Gameplan in a Singapore that is Rabak?
By gameplan, I mean anything: financial, professional, social, political. What do you do to survive and thrive in a Singapore clearly not meant for average people and Singaporeans?
Here's mine:
- 2016 - Work Freelance. Avoid the rat race. No benefits but with working hours reduced by 25% even at peak, I can take care of myself well such that I don't need benefits. I get paid far more on a per hour basis than I ever would have as an employee.
- Minimize Interactions with Government. Don't contribute to CPF, only medisave as that is required by law. Don't go for their CDC events, don't approach their agents. This minimizes contact with PAP and their supporters. Only use them when necessary or if benefits outweigh risks.
- Use Them for All They're Worth. Take their damn CDC vouchers. Take the subsidies. Take whatever resources they offer for whatever initiative they're pushing. Use them for your own purposes just like how they use you for their agendas.
- 2020 - Invest Aggressively. Chances are, you're not going to be rich, especially if you don't fall in line like the rest and rely on connections in a crony capitalist society. A lot of average people don't know it, but to live in Singapore is to accept that investment is compulsory. Without it, you will work until you're 75 like how the PAP intended. Try out a few things, and pick what is best for you. Do the research, manage the risks. I personally went with crypto, especially Bitcoin, which are anti-government, anti-establishment. I spent the first few years of my career putting almost all my disposable income into it, then DCA'ed into it over time for the next few years. It is now working insanely well for me. (edit: Got the no. of years wrong. It's not 10 years)
- 2024 - Scout Other Countries. Go for vacations, visit other countries. This is not just for fun, educational purposes or exposure even if all those things are nice. It is also to identify alternative countries of residence. Eventually, you will want to consider putting down roots in other countries. A common adage that investors abide by is to never put all your eggs in one basket. This is true about Singapore. Can't put all your eggs there, especially when the Cuckoos are laying their eggs in the same nest, if you catch my drift. A friend of mine and his wife had already put down roots in Malaysia, and only comes to Singapore to work as a form of geo-arbitrage. Another friend of mine is travelling the world for extended periods of time.
- 2025 and beyond - Thrive, Not Just Survive. The greatest form of revenge is to thrive despite the forces against you. It is very easy to fall into the same siege mentality as PAP sheep, but don't. Plan well, do well, get wealthy, then be independent. I personally am on the way. By the end of this year, I'd be about 1/4 or 1/3 of the way to millionaire status depending on how this bullrun turns out, and will be increasing my passive income to half my current active income, partially retiring me. In the next 4 years after that, millionaire status is attainable if the next bullrun happens as per normal. By that time, I will be mostly retired and will work only because I want to. 4 years after that? Hoo boy. Sky's the limit.
So, what are your plans? We should share them to help each other.
I turned my Polymarket workflow into an app, inside.fyi, Users can join for free and start analyzing Polymarket events
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