$BKKT · 海外大V持仓追踪

$BKKT 现在是什么情况？

最近有人说了 $BKKT 什么？

下面是最近 8 条提及 $BKKT 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-06-07看空
  不是所有稀释都是坏事，取决于结构。 如果你做6亿美元ATM是为了和 $AAOI 一起扩激光器产能、冲2027上半年4.71亿美元/月（还在低市值区间），那是增值的。 如果你为纳斯达克上市要求稀释15%（$SIVE），募资用于并购，那是增值的。 如果你稀释（$IQE）是跟 $MTSI 做定向配售清掉旧的有毒债务，那是增值的。 如果你稀释60亿美元（$IREN），并且很可能在每次反弹时往公开市场里卖——背后还有 $SLNH / $BKKT 那批把散户带归零的吹票人，那就是掠夺性的。
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• 2026-06-07中性原文
  Sure, #1 thing is toxic financing structure/float dynamics. Best example is current Neoclouds landscape: - $IREN is basically trash, since they have $6,000,000,000 ATMs and virtually infinite dilution, likely selling into every rally (structural overhang) - While $NBIS is now YTD 153%+, from optimal structures (eg. $NVDA direct funding, mix of convertibles, etc.). - On the other hand, $CRWV has endless debt interest given they took out high interest rate loans to finance GPUs. It's extremely nuanced, but you need to take a look at the float dynamics. If they're legitimately a good company, then it might be a good idea to go long after all the existing holders get diluted to oblivion. But if you care about your equity appreciation, it's a good idea to stay far away from toxic financing structures or toxic overhang (eg. debt interest, that eats away at a company FCF long term) With smaller companies, they have this all the time, like $SLNH, where there's new $500m ATMs on a $250m MC. Or like $BKKT where there's endless dilution to fund executive pay. With these companies you're basically transferring your money over to the company while influencers talk about them. So those are red flags. With many software names like $SNAP, they mask stock-based compensation with profitability. So while the company optically looks profitable, you'll likely see the value of your equity decrease due to dilution. There's endless types of these share structures you need to look when screening ideas.
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• 2026-05-19中性原文
  $IREN back down -34% from $70 to $46. I wonder if one of the dumbest communities on X finally learned to read? $NBIS is objectively the better Neocloud, with actual financing. -> Nvidia didn’t fund $IREN at all. They got a free purchase agreement to let IREN use their logos and dilute for GPUS. $NVDA actually gave $NBIS capital. -> $IREN is facing endless dilution like $BKKT, $ASST, $SLNH as retail wealth transfers capital over from $6,000,000,000 ATMs, on a dwindling “5 GW capacity” moat. $NBIS actually uses equity appreciating financing structures. And this is reflected in the YTD differences between them both. I’ve said the same thing last year too. One is up ~100%. The other is flat, and even negative depending on entry points. IREN is literally a marketing company at this point by how they manage to convince retail to wealth transfer over capital.
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• 2026-05-05中性原文
  @LaloGpZ9 Not really. But it did help me deal with all the braindead $IREN $BKKT communities on X Since I have experience with inting Dravens on my team running it down and flaming in all chat.
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• 2026-05-03中性原文
  $IREN and $SLNH investors are probably the most braindead communities I've interacted with on X. I've never seen a community so bullish on a $219M MC stock that has a new $1,000,000,000 dilution. And an ongoing $500,000,000 ATM. Then you have $IREN, with $6,000,000,000 active ATM, sold over time into the open market. Maybe, it's a better idea to just go long on a stock without the toxic financing... So you can actually benefit from equity appreciation without just being liquidity? It's just so hard to explain to people the nuances in financial dilution who lack the brain cells. And it just so happens $SLNH gets mentioned positively by $BKKT, $IREN investors the moment after they file a $500M ATM since they need exit liquidity. The company is selling offloading shares directly to these idiots.
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• 2026-04-30中性原文
  $SLNH is a shtco like $BKKT, $ASST, and $IREN. That is actively diluting everyone with a $500M ATM. Not sure why anyone even listens to a guy who has consistently crashed retail portfolios over and over. I’m going to watch them raise $500M off retail bagholders that get diluted to $0. Then say “we have $500m on our balance sheets, MC should be higher” and award themselves SBC off the ATM. They’re all absolutely terrible longs.
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• 2026-04-12看多原文
  I still remember random retail on X kept calling $IQE a “pump and dump” stock. While they’re busy bagholding $BKKT or $IREN in their bios. Glad to see the 600%+ YTD performance mog everyone else’s performance. With institutions validating my thesis afterward by buying it to ATHs.
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• 2026-04-12中性原文
  The community / influencers shilling $IREN, $BKKT, and $ASST are the most delusional and harmful group on X. Markets are the greatest arbiter of truth. If something is down 99%. And the next stock they try pushing has a $6,000,000,000 active dilution. And you show that it’s down 60%+ compared to its peers: they’ll just say “long term investing” or “you don’t know what you’re talking about!” Or maybe… if you had a brain, you don’t want to be exit liquidity for a $6B ATM? I was saying the same thing about $BKKT and received the same personal attacks last year. It’s now down from $40 to $8 from the same group of profiles pushing $IREN today.
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