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Boop.Fun leading the way with a new launchpad on Solana.
$FIGR led all crypto equities today +21% after a bullish presentation at Cantor conference and a large block trade that priced tight (2% discount) this morning.
In $NODE we exited $SOFI on Feb 27th, taking tax losses at $17.7, and put the proceeds into $FIGR at $27.15. At the time we observed nearly 50/50 odds on Kalshi that SOFI would join S&P 500. Those odds looked way too high to us (and indeed they got denied).
SOFI still at $18; FIGR at $39, +56% from the lows.
Feb 28, 2026
Stock is back to $26 IPO price despite revenues +50%, EBIDTA +3x since the June quarter, and profitable on net income basis.
Pretty much the definition of "improved risk/reward" here.
disclosures for mention, learn more
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