Forwarded from 매경 크립토뉴스| MK📰
ㅇ 미래에셋증권, 1000억원 규모 자사주 매입...web3 인재에 스톡옵션
- 26일 이사회를 열고 1000억원의 자사주 매입과 디지털 핵심 인재 대상 스톱옵션 부여 안건을 결의.
-매입 예정 자사주는 보통주 600억원, 2우선주 400억원 규모. 3개월간 장내매수.
-동일한 금액으로 더 많은 주식을 취득·소각할 수 있는 2우B를 활용해 유통 주식 수 감소 효과도 확보!
-이사회에서는 AI, 블록체인, Web3.0 등 핵심 디지털 분야에서 전문성을 갖춘 인재에게 임직원 주식매수선택권(스톡옵션)을 부여하는 안건도 가결. 대상자는 16명.
- 26일 이사회를 열고 1000억원의 자사주 매입과 디지털 핵심 인재 대상 스톱옵션 부여 안건을 결의.
-매입 예정 자사주는 보통주 600억원, 2우선주 400억원 규모. 3개월간 장내매수.
-동일한 금액으로 더 많은 주식을 취득·소각할 수 있는 2우B를 활용해 유통 주식 수 감소 효과도 확보!
-이사회에서는 AI, 블록체인, Web3.0 등 핵심 디지털 분야에서 전문성을 갖춘 인재에게 임직원 주식매수선택권(스톡옵션)을 부여하는 안건도 가결. 대상자는 16명.
🔥2
나혼자매매-차트&온체인
다시 봐도 이분의 행보는 어떤 명확한 시그널이 아니었을까. 2025년 10월 29일. https://www.mk.co.kr/news/society/11454853
https://www.hankyung.com/article/2026012637601
국내 주식 비중 목표치 넘더라도 매도 한시 유예라는,
뭔가 각하의 강력한 의지마저 느껴지는데
(결과론적으로) 최 측근의 말이 아닌 행보는 두고두고 곱씹어볼 만한 것이었다ㅎㅎ
국내 주식 비중 목표치 넘더라도 매도 한시 유예라는,
뭔가 각하의 강력한 의지마저 느껴지는데
(결과론적으로) 최 측근의 말이 아닌 행보는 두고두고 곱씹어볼 만한 것이었다ㅎㅎ
한국경제
국민연금, 주가 올라도 '기계적 매도' 안한다
국민연금, 주가 올라도 '기계적 매도' 안한다, 기금운용위, 포트폴리오 조정 국내주식 비중 14.4 → 14.9%로 목표치 넘더라도 매도 한시 유예 해외주식 비중은 1.7%P 축소
❤1
나혼자매매-차트&온체인
#Option $IBIT 42% 수준 (Deribit : 45% 수준) 이제 진짜 거의 다 잡았음.
https://bloomingbit.io/feed/news/104755
콜옵션 매도 포지션으로,
하락, 횡보장에서 꾸준한 현금 흐름(배당) 창출.
DAT와 정반대 포지션이라 생각하면 될 듯.
어쨌든 비트코인을 보유하는 것만으로도
이렇게 수익을 만들어내는 금융 상품들이 챸챸 나오기 시작.
한편으로 이렇게 다양한 이해관계자, 상품들이 엮일 수록 변동성은 더 줄어들수도?
콜옵션 매도 포지션으로,
하락, 횡보장에서 꾸준한 현금 흐름(배당) 창출.
DAT와 정반대 포지션이라 생각하면 될 듯.
어쨌든 비트코인을 보유하는 것만으로도
이렇게 수익을 만들어내는 금융 상품들이 챸챸 나오기 시작.
한편으로 이렇게 다양한 이해관계자, 상품들이 엮일 수록 변동성은 더 줄어들수도?
블루밍비트
블랙록, 비트코인 프리미엄 인컴 ETF S-1 제출…콜옵션 전략 활용
블랙록이 비트코인(BTC) 가격 추종과 옵션 프리미엄 수익을 결합한 상장지수펀드(ETF) 출시를 준비하고 있는 것으로 나타났다. 26일 에릭 발추나스 블룸버그 선임 ETF 애널리스트는 엑스(X·옛 트위터)를 통해 "블랙록이 '아이셰어즈 비트코인 프리미엄 인컴 ETF'의
$memes
오후 3시만 해도 긍정적인 트윗을 쓰더니, 11시, 약 8시간만에 풀매도.
하지만 매번 얘가 팔면 저점이었는데 과연.
0xb02afcd8dea90e62430d2135651c6aade454170f
https://x.com/HalibutCrypto/status/2015669437354176742?s=20
오후 3시만 해도 긍정적인 트윗을 쓰더니, 11시, 약 8시간만에 풀매도.
하지만 매번 얘가 팔면 저점이었는데 과연.
0xb02afcd8dea90e62430d2135651c6aade454170f
https://x.com/HalibutCrypto/status/2015669437354176742?s=20
❤1
나혼자매매-차트&온체인
$memes 오후 3시만 해도 긍정적인 트윗을 쓰더니, 11시, 약 8시간만에 풀매도. 하지만 매번 얘가 팔면 저점이었는데 과연. 0xb02afcd8dea90e62430d2135651c6aade454170f https://x.com/HalibutCrypto/status/2015669437354176742?s=20
부계정인가.
0xdec78fff33f9c541451954a655df00df1e24044d
0xdec78fff33f9c541451954a655df00df1e24044d
Forwarded from Snipers Den
The 70–90% drawdowns are frustrating, no doubt. But $SPSC remains inevitable.
What’s sad is the noise and drama around it, especially considering that the CTO leads are genuinely some of the best people in the space. I fully understand and support their decision to dump their bags, but the SPSC thesis itself hasn’t changed. It still stands out as one of the most asymmetric bets in the Solana ecosystem.
Whenever emotions start creeping in and you feel the urge to dump your bags, pause and ask yourself a few simple questions:
1. Has the thesis actually played out?
If no, why not? And more importantly, can the reason it hasn’t played out be fixed?
If yes, you hold.
If no, you exit immediately.
For me, the key question is whether the Bonk problem can be fixed. My answer is yes, and I think it will eventually be. I dumped my Startup bags the minute I concluded that the Believe problem was never going to be fixed. Pasternak was a Web2 outsider who came in to extract.
@SolportTom
, on the other hand, is one of us and isn’t going anywhere. Bonk may be trailing Pumpfun right now, but it’s far from dead. Sentiment on CT flips in a heartbeat. All it takes is one Bonk coin ripping to new highs for a full Bonk season round two. We have seen this exact movie with Bags, Believe, and others.
2. What’s the downside from here?
Is it minimal?
Can a memecoin that’s strategically added to the reserves of a roughly $30bn organization go to zero? Possible, but highly unlikely.
3. Fast-forward a few months from now.
Would this meme trade meaningfully lower or substantially higher than current levels?
I think the answer is pretty obvious.
Once WLFI ships its app, likely hits around $10bn TVL, and inevitably captures the spotlight, attention will be on SPSC and 1coin. Attention drives volumes and volumes drive prices.
SPSC was added in honor of one of its co-founders. Let’s be clear. Chase authorized WLFI to add SPSC to its reserves, and the team did so without hesitation. Chase loves the meme, has influence over the reserves, and could make things get very silly if he wanted to but has strategically chosen to take his time which I perfectly understand. It’s almost never a wise decision to unleash all your support without first surrounding yourself with a strong, delusional community doing all the noisemaking.
My honest take? The community simply needs to get louder. Keep bull posting. Keep the energy positive. WLFI sees what’s going on, and isn’t ignoring us. Everything is strategic. Bagwork with the assumption that nobody is coming to save us. If there’s ever going to be any form of liquidity support (which I earnestly pray for) there needs to be a solid, noisy, delusional base underneath it for liquidity support to have the most impact.
And finally, always remember that with memecoins, there are months where nothing happens and there are days where months happen. I am seasoned enough to have witnessed several $3m- $500m+ rip that took only weeks to occur after long periods of consolidation. A roughly $30bn organization that rewarded users with $40m just last week without blinking isn’t one to underestimate.
From @snipeder on X
What’s sad is the noise and drama around it, especially considering that the CTO leads are genuinely some of the best people in the space. I fully understand and support their decision to dump their bags, but the SPSC thesis itself hasn’t changed. It still stands out as one of the most asymmetric bets in the Solana ecosystem.
Whenever emotions start creeping in and you feel the urge to dump your bags, pause and ask yourself a few simple questions:
1. Has the thesis actually played out?
If no, why not? And more importantly, can the reason it hasn’t played out be fixed?
If yes, you hold.
If no, you exit immediately.
For me, the key question is whether the Bonk problem can be fixed. My answer is yes, and I think it will eventually be. I dumped my Startup bags the minute I concluded that the Believe problem was never going to be fixed. Pasternak was a Web2 outsider who came in to extract.
@SolportTom
, on the other hand, is one of us and isn’t going anywhere. Bonk may be trailing Pumpfun right now, but it’s far from dead. Sentiment on CT flips in a heartbeat. All it takes is one Bonk coin ripping to new highs for a full Bonk season round two. We have seen this exact movie with Bags, Believe, and others.
2. What’s the downside from here?
Is it minimal?
Can a memecoin that’s strategically added to the reserves of a roughly $30bn organization go to zero? Possible, but highly unlikely.
3. Fast-forward a few months from now.
Would this meme trade meaningfully lower or substantially higher than current levels?
I think the answer is pretty obvious.
Once WLFI ships its app, likely hits around $10bn TVL, and inevitably captures the spotlight, attention will be on SPSC and 1coin. Attention drives volumes and volumes drive prices.
SPSC was added in honor of one of its co-founders. Let’s be clear. Chase authorized WLFI to add SPSC to its reserves, and the team did so without hesitation. Chase loves the meme, has influence over the reserves, and could make things get very silly if he wanted to but has strategically chosen to take his time which I perfectly understand. It’s almost never a wise decision to unleash all your support without first surrounding yourself with a strong, delusional community doing all the noisemaking.
My honest take? The community simply needs to get louder. Keep bull posting. Keep the energy positive. WLFI sees what’s going on, and isn’t ignoring us. Everything is strategic. Bagwork with the assumption that nobody is coming to save us. If there’s ever going to be any form of liquidity support (which I earnestly pray for) there needs to be a solid, noisy, delusional base underneath it for liquidity support to have the most impact.
And finally, always remember that with memecoins, there are months where nothing happens and there are days where months happen. I am seasoned enough to have witnessed several $3m- $500m+ rip that took only weeks to occur after long periods of consolidation. A roughly $30bn organization that rewarded users with $40m just last week without blinking isn’t one to underestimate.
From @snipeder on X