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@FoliusVentures @bidclubio @CarnegieMellon
Out of curiosity I actually went to and dug up $YHC's filing this morning for like 15 minutes:
- I don't think they ever made much money on a gross profit level, that's a real skill.
- 15 mm+ a year of SG&A, big salary packages
- Share-count went from like 130k in '23 to 400k in '24 to 1mm+ in 1Q25, prob more now. The company is indeed their ATM.
Maybe crypto scammers aren't the worse afterall lol
Jul 16, 21:34
I got pinged on this also so just in case you are curious about $YHC.... def a punt but if push comes to shove we will always vote in favor of Robert's plan:
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Also getting questions on why $GP, well here's a rundown:
Jul 16, 10:07
fwiw I think the buyback action in $PUMP just made it investible for liquid funds that were on the fence.
7.44K
fwiw I think the buyback action in $PUMP just made it investible for liquid funds that were on the fence.
Jul 15, 18:59
I mean just maybe the play is to own all 3 of $PUMP $BONK $GP to basically corner the ~3mm USD / day of fee on SOL memecoins and get to long it at 7.5 Bn FDV / 1 Bn fees = 7x FCF but are u bullish this fee stream will keep going up
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Was a fun convo w/ Ovie, didn't expect a real guy when I first got pitched it. To me the key would be whether they can scale to critical mass where $REKT incentives can be waned off and still have the equity box making big FCF w/ reasonable marketing spend. Think once Equity is at terminal scale can probably just do a 1-off takeover offer for all tokenholders or something.
Jul 9, 19:51
🔈BidCast - New Interview with @osf_rekt from @rektdrinks on $REKT
📌 How $REKT achieved 700k cans sold & 2 mm sales
📌 Mid-term plan towards 3.5-5 mm in revenue
📌 How convo w/ CPG & distributors changed w/ crypto-friendly regime, and
📌 What its longer-term growth plan is beyond DTC
Timestamps 👇
00:00 Opening
00:50 From TradFi to Sparkling Water: A Unique Journey
08:06 Building a Community: The Evolution of Rekt Brands
13:44 The Economics of Sparkling Water: Revenue and Costs
17:55 Navigating Two Worlds: CPG and Crypto
25:00 User Acquisition and Token Economics
25:55 Token Purchases and Business Growth
27:51 Equity vs. Token Holders
30:28 Exciting Future Directions
31:26 Crypto Regulation and Traditional Partnerships
33:20 The Concept of Brand Coin
35:27 Distribution Strategies and Revenue Growth
37:43 Customized Packaging and Token Incentives
39:47 DTC Revenue Targets and Future Plans
41:44 Expanding Product Lines
43:23 Balancing Token Incentives and Revenue
45:15 The Rekt Brand Identity
49:13 Scaling and Token Incentives
52:24 Future Goals and Case Studies
55:05 Investment Opportunities and Community Engagement
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