Called $SOL bullish on May 8, 2024: $SOL rose 20% in 11 days.
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Head of digital assets research @VanEck_us. PM, VanEck Onchain Economy ETF ($NODE). Disclosures https://t.co/oN8RR1GzoJ https://t.co/kuyqdO3qgW
Cite asCryptoQuant has tracked the directional calls on WULF by @matthew_sigel on X since Apr 2024: not yet scored on WULF (as of Nov 11, 2026).
Other assets covered (42)
8 WULF calls on record, a thin history.
Relative view by default: fewer than 30 WULF calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @matthew_sigel to submit corrections.
Called $SOL bullish on May 8, 2024: $SOL rose 20% in 11 days.
View call →Hover the chart to read the thesis of that period · click a day to pin it
AFTERMARKET SHARE RAID Goodman and $DLR just bid for ~10% of NEXTDC in an "opportunistic" transaction at a 45% premium. Implies a mid-teens multiple of EBIDTA once you add the debt to build their contracted pipeline. For context WULF is guiding to $1.5B in normalized NOI for Lake Mariner + Justified. Call it $1.4B after corporate costs. At15x implies $21B of enterprise value. Finishing the build may take $8B of net debt, which leaves $13B for equity vs. today's $5B market cap. Would be $26/share, not counting convert dilution. WULF's timeline is also better defined. About half of their contracted MW is targeted live by Q1 2027, whereas NXT just pushed M3 out into 2028. NXT +73% this week and hiring advisors to try to prevent a takeover. For weaker balance sheet names, I recommend hiring the advisors before your shares get sniped like this.
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