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ceteris Profile picture
ceteris
@ceterispar1bus
head of research | delphi
Jun 2 • 6 tweets • 2 min read
if you bought every cex listing from jan 2025 you would have lost half your money

median token return was -82%

not great! Image tokens launch and then just have consistent unlocks for years

not great! Image
Aug 12, 2025 • 5 tweets • 1 min read
this is what, the 5th "stablecoin chain" announced in the past few months? the enterprise/private blockchain thesis was real it was just early
Jul 29, 2025 • 5 tweets • 2 min read
buying back their stock at a premium instead of eth? usual flow here is:

mNAV premium: sell shares, accumulate treasury asset
mNAV discount: sell treasury asset, buy shares

BMNR is trading at a premium, so... ?