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Neptune Digital Model update (Patreon)

Published:
2025-07-15 01:08:26
Imported:
2026-06
Tags:
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Content

They increased both SOL and BTC.

In addition, since SpaceX invested $2BN in xAI you can assume Neptune now has some xAI exposure.

Vav premium has fallen to 77% pretty much the same as MSTR

MODEL HERE https://docs.google.com/spreadsheets/d/1fXREdwmANR-c0NzmnOfVXMewjA-qA2pCPxPPwH9Vkso/edit?usp=sharing

Files

Previews only

NEPTUNE DIG ASSETS Arbitrage Calculator Patreon APR 13, 2024

Comments

Corsair

Look at the chart. Neptune regularly bounces off just below $1.00. Not saying it will again, but I will be looking at it. BTW, Bitcoin down to $117500 right now

DoomPrepper

Thank you James! Been waiting for this.

TFB5

ARKVX - has exposure to xAI and many other great private and public.

Piper

Lets go neptune.

Chewie

Reducing Sol Strategies but plan to increase NDA when good prices

El Terrifico

One of my biggest holds. I cant wait to see it take off.

Cryptonomous

James curious Neptune or sol strat considered a decent buy yet, at these levels ? considering whats coming ? Not investment advice

R
>>180473244

was also thinking about ARKVX, but they have poor performance (60% over last 5 y). And even this will be eaten by high mgmt fees...

RudyForest

Anyone know if Neptune took the time to get an ATM issuance registered with the SEC? Otherwise not sure where their growth will come from.

Chris White

James and Team, It appears that the spreadsheet is having trouble pulling in the Sol data and is preventing a calc of the NAV premium. Any chance of resolving?. Thx

Delsol

@James thoughts on NDA at these levels (C1.13)? Looks to be at a support level?