Miami Hurricanes, live music, family, investing, long flights. 🧡💚💯🌴🙌
MIA
Joined May 2009
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BChainCane retweeted
Man, oh man. Obama just roasted Trump and some of his cabinet members for minutes in Atlanta. Stop what you're doing and watch this. There is no way Trump is sleeping tonight.
BChainCane retweeted
What you won’t see, is people talking about OSU still having JJ in the game…
Up 42-19 against Illinois with 5 mins left in the 4th qtr and throwing JJ the ball.
Up 31-14 against Iowa with 2 mins left in the game and throwing the ball to JJ.
Why? Because who gives a fuck. Yall only give a damn what Mali and Miami has going on.
BChainCane retweeted
Every coach talks about building a tough football team. Mario Cristobal is proving it at Miami this season.
The Hurricanes are 7-0 and ranked No. 1 in the country, and it all starts in the trenches.
I sat down with Cristobal and GM Dennis Smith this offseason to learn how they built one of the most physical teams in college football. Their approach explains a lot about Miami’s success this season. ⬇️⬇️
BChainCane retweeted
Incredible when you consider that both jobs were rebuilds. Imagine if he took over at a place that was already rolling like Day or Lanning?
BChainCane retweeted
Incredible detailed analysis on $GLXY By far the best overview and outlook. mOxt is a must follow. We remain extremely bullish on Galaxy Digital. @galaxyhq
Galaxy posted $0.83 adjusted EPS vs. a $0.22 consensus. Nearly 4x.
Nice headline. But it's not why I bought more yesterday after the call.
Look at the slide: $569M of adjusted gross profit, $323M of net income, $455M of adjusted EBITDA. Big numbers, but most of it came from one place, the investment portfolio. It alone made $395M of that EBITDA.
Galaxy is really three companies under one ticker: a crypto financial firm, a data center developer, and that investment book.
Strip out the investment portfolio and the two operating businesses made $60M of adjusted EBITDA, up from about $1M in Q2. Their adjusted gross profit hit $150M, up from $86M.
That’s the part I care about most. It’s less exposed to price volatility and market cycles. But let me actually share my comments on everything they just shared.
ALT Galaxy's Q3 2026 at a glance slide: $569M adjusted gross profit, $323M net income, $455M adjusted EBITDA, $11B assets on platform, 12% trading volume growth, $79M from the first full quarter of leasing revenue.
BChainCane retweeted
HeisMENSAH has been dominating the ACC this season 😤🔥
@DarianMensah continues to make a strong case for the Heisman Trophy, leading the ACC in three key stats 🙌
BChainCane retweeted
“stat padder" huh..... 🤣🤣🤣🤣
Ya goofy people get exposed every day 😭😱 FOH
Credit: @rasta_edits
BChainCane retweeted
I asked Darian Mensah why Malachi Toney should win the Heisman. And then I asked Malachi Toney why Darian Mensah should win.
They both have a case, and No. 1 Miami knows it.
apnews.com/article/malachi-t…
BChainCane retweeted
Vance Spafford flipped, Eli Woodard followed and Miami is not done with California receivers
on3.com/teams/miami-hurrican…
BChainCane retweeted
10 sophomore QBs making noise this high school football season🔥
(via @Andy_Villamarzo)
on3.com/high-school/news/10-…
BChainCane retweeted
For all you “stat padders” out there.
He’s barely even played in 4th quarters and the catch against Pitt was the first series in the 4th.
Hating is a hell of a drug.
BChainCane retweeted
WHOLESOME: #Hurricanes star RB Mark Fletcher Jr. surprised his mother with a BRAND NEW 2026 Cadillac using his NIL money.
Fletcher wanted to repay his mom for all the sacrifices she made raising him and his siblings.
Her reaction is absolutely PRICELESS.
BChainCane retweeted
In today’s AI buildout everyone has been diluting shareholders with equity raises and convertible notes. I am only aware of one company ($GLXY) who has been actively buying back their stock this year. They exhausted the $200m buyback earlier this month and the board authorized another $200m program.
This says i) Galaxy is well capitalized with a strong balance sheet and ii) they believe their stock is not trading at fair value and have drawn a line in the sand.
If you can’t understand the asymetric trade here and are one of the 35m shares short I can’t help you.
I’m anticipating a number of insider purchase disclosures in the coming weeks as well.
Long and strong 💪