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I’m excited to share that I have joined @UpexiTreasury - the leading @solana treasury company - as Chief Strategy Officer responsible for the cryptocurrency strategy and public visibility efforts 🏎️ 🏎️ 🏎️
Brian Rudick
1,228 posts
Brian Rudick
@thetinyant
Chief Strategy Officer @UpexiTreasury. Formerly Head of Research @gsr_io, hedge funds @Citadel, Balyasny, Millennium. Opinions are my own & NFA
Joined December 2010
- Why did @UpexiTreasury choose to be underpinned by @solana? After all, we did the first large-scale PIPE for an altcoin treasury and could have chosen any token. A 🧵 cc' @solana @SolanaFndn @UpexiTreasury
- I bought @ethereumjoseph’s $SBET today. This is not financial advice and you should DYOR, but here is why 👇 When a company raises a PIPE (private investment in public equity), the investors and the issuing company enter into a securities purchase agreement whereby they
- UPEXI JULY 2025 UPDATE 🔥 TREASURY AS OF 8/4 •$SOL: 2,000,518 •NAV: $334m, +172% vs June •SPS: $5.68 *Locked: 57% KEY INITIATIVES •$200m raised •Multiple SOL purchases UPEXI EVENTS •Interviews/panels •Investor calls •Podcasts •Media quotes 👉
- Honored to have our thoughts on crypto's compelling risk-reward in @CoinDesk 🙌. A few additional points: 👉FWIW, this is the most bullish I've been on the majors since joining crypto full-time 3.5 years ago 👉A long-term perma bull, but over the near-term I'm often balancedBrian Rudick @thetinyant @gsr_io discusses the recent market drop, how towering bull tenets and fading risks could propel Bitcoin to $1m, and why the recent dip is a gift, all combining to make cryptocurrency’s risk-reward its most compelling in years. trib.al/T7RxcHO
- Today we announced the purchase of 83,000 SOL for $16.7 million. The treasury now stands at 1.9 million SOL worth $381 million using the price of SOL at 5pm ET yesterday. More details in the PR:
- One day doesn't make a trend, but the spot ETH ETFs had their first positive inflow day since day one, which included pre-arranged flows. Outflows from Grayscale's ETHE slowed considerably, while inflows into the other 8 ETFs remained strong 👀 @FarsideUK
- Digital asset treasury companies create value for shareholders via multiple compounding value accrual mechanisms. A 🧵 digging into each below 👇
- Have a positive view of @Solana over the medium-term? Investors in @UpexiTreasury $UPXI may get three benefits if $SOL increases over the medium-term via something we like to call triple-action. A 🧵
- The chance Bitcoin becomes the world's reserve currency or plays an important role in the global balance of power just drastically increased. There is now a real possibility BTC becomes a US strategic asset. And given the immense implications, game theory suggests other
- So much alpha, it hurts 🚑 We are going to periodically publish fundamental market thoughts, because why not? 🤷. We cover: 🍎 Our market view framework 🍎 The four main near-term market drivers 🍎 Additional potential drivers Let's go! 👇
- Going to drop 33 digital asset-related core beliefs, key learnings, and interesting thoughts over the next 33 days, gathered after three years in the industry full time. Please don’t kick me out of crypto!
- Today @upexitreasury unveiled its Advisory Committee, composed of crypto & tradfi individuals with top expertise, visibility & networks An industry pioneer, there is no better 1st member than @CryptoHayes Look forward to strengthening our partnership 🙌
- Great podcast with @KyleReidhead and @milkroad with lots of 201 questions around @Solana and @UpexiTreasury. Really enjoyed it - thanks for having me on 🙌Solana's Next Big Catalysts: Treasury Premiums, ETFs & Institutional Demand w/ @thetinyant Solana ETF? Coming. Treasury premiums? Already here. Institutions? Quietly stacking. Here’s why one $375M fund is betting Solana will 5x Tune in to know more ⏱ TIME POINTS ⏱ 00:00
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