activesellx

yc @yc989 15h Kalshi is a plague on society and I’m not just saying that because I faded investing in it at $1B (I di...

Valuation rerating pressures CFO

Confidence
60 / 100
Assets
1
Authors
1
Outcome
open

Linked assets

These are the assets attached to this thesis, along with direction, confidence, and outcome so far.

CFOsellopen
Confidence: 60 / 100Start: $80.00Latest: $80.00Return: 0.00%

yc @yc989 15h Kalshi is a plague on society and I’m not just saying that because I faded investing in it at $1B (I di... yc @yc989 15h Kalshi is a plague on society and I’m not just saying that because I faded investing in it at $1B (I did) Matt Kalish @mattkalish 20h On Kalshi CFO quietly leaving suddenly: Not weird. We often see a CFO walk away from their likely life changing pre-IPO equity in a ‘$22 billion rocket ship’ with no explanation? Everything totally fine & numbers legit & just pay attention to polymarket and don’t look at us. 6 1.5K

Source proof

Source proof: Strong source proof | 5 extracted claims | 1 directional asset | 1 supporting author | headline-like title review

yc @yc989 38m Ceteris paribus bullish Ossof and Newsom New York Magazine @NYMag 2h Democrats appear to have set a who...
yc989 · Jul 24, 2026, 7:08 PM EDT

Single short political post about 2028 Democratic primary calendar changes; expresses a generic political sentiment (“bullish Ossof and Newsom”). No explicit market, sector, or company/ticker implications; no tradeable catalyst described.

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yc @yc989 11h “Maybe he had stories with his own heroes and dead friends that I could appreciate and respect, ones th...
yc989 · Jul 23, 2026, 5:37 PM EDT

Non-market social post sharing a NYT article about war, loss, memory, and forgiveness. No finance, macro, sector, or company content. No cashtags. Not actionable for investing.

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yc @yc989 15h Kalshi is a plague on society and I’m not just saying that because I faded investing in it at $1B (I di...
yc989 · Jul 23, 2026, 1:31 PM EDT

Post is a negative opinion about private prediction-market company Kalshi, referencing a rumored/claimed CFO departure and skepticism about its pre-IPO valuation/metrics. No public-market ticker is mentioned; Polymarket is referenced but is also not a listed equity. Actionability for trading is low.

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Pinned yc @yc989 Nov 4, 2024 trump is going to win, I don’t think it will be particularly close people will look back...
yc989 · Nov 3, 2024, 8:12 PM EST

Single political/election prediction post: speaker asserts Trump will win (not close) and implies market pricing/odds were still “50/50” despite a “big lead in Nevada.” No cashtags, no specific sectors, no explicit trade, and no defined catalyst window beyond the election context.

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yc @yc989 Aug 1, 2023 GCR getting ready to buy the $CRV dip that range is $0.07 - $0.03 btw @adamscochran @napgener
yc989 · Jul 31, 2023, 10:58 PM EDT

Single short post expressing intent to buy a dip in Curve DAO Token (CRV), with a cited target dip range ($0.07–$0.03). No fundamental catalyst given; mostly a tactical price-level note.

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yc @yc989 Jun 5, 2022 Replying to @yc989 50k ETH/week, Celsius will run out of liquid ETH in around 5 weeks. It is im...
yc989 · Jun 5, 2022, 3:20 PM EDT

Post warns Celsius (crypto lender) is burning ~50k ETH/week and may run out of liquid ETH in ~5 weeks, implying inability to honor redemptions due to stETH illiquidity and eventual redemption gating. This is a crypto-liquidity/solvency contagion thesis rather than a public-equity-specific call.

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yc @yc989 Jun 5, 2022 Celsius $CEL is functionally insolvent on their ETH position. Only 27% of Celsius' ETH is liqui...
yc989 · Jun 5, 2022, 3:20 PM EDT

Post alleges Celsius ($CEL) is "functionally insolvent" due to an ETH liquidity mismatch: only 27% of its ETH is liquid while the remainder is in stETH or ETH2 staking (illiquid for ~1 year), implying heightened withdrawal/run risk and potential forced selling/peg stress in related assets.

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yc @yc989 Apr 7, 2022 😮
yc989 · Apr 7, 2022, 1:22 PM EDT

Single-character emoji-only post with no tickers, claims, catalysts, or market/sector context. Not actionable for investing.

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