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I'm new here, but this 'loss then jump to $630' thing feels sketchy. Are we just seeing meme-style trading again? If it's already priced in, why would a dip actually work for longs?
So they're saying a dip before a $630 bounce?
If $META already priced in a $630 pop, why chase this 'loss then jump' narrative? What's the real catalyst?
For those holding long, what’s the actual roadmap for sustained utility and adoption? How do they plan to onboard users without burning liquidity, and what happens if the incentives fade? Any data on transaction volume or wallet growth post-launch?
Feels hype-y, not convinced yet.
They’re basically saying “we’re launching soon, buy now” with some vague promises about liquidity and incentives.
I'm new here—what exactly does 'SOTP' mean in this context? If the company is being sold for ~$50/share but management's value is weak, how would an arbitrage play work? Do I buy $HZO expecting a gap to $35, or wait for a tender offer?
I'm not chasing $HZO; I'd rather keep a small sleeve in special situations and rotate into cash or safer names like IGY until a credible bid emerges. Too much uncertainty around management and timing.
Anyone have the actual SOTP multiples or asset valuations? If marina book is ~$50/share, what's the implied debt/equity and cash coverage?
