DXYZ DESTINY TECH 100 INC

$DXYZ If Anthropic is valued at $2T and the OpenAI valuation is updated at $1.4 (based on recent press re funding raise), then Chat GPT calculates that $DXYZ’s NAV immediately goes to $47.78. Buying shares at this price is a safe and profitable investment here through the IPO and into the next NAV announcement. Callas are dicier because of timing the IPO.

$DXYZ OpenAI positioned re-rated from $850BN to $1.4 TN. Add $2.50 to the NAV. Market is underappreciating the OpenAI ownership.

$DXYZ The updated NAV is $42.30 after accounting for the valuation changes of OpenAI and Anthropic. The market will soon recognize this as the Anthropic IPO gets closer. Its also possible people realize this quickly and there is a huge runup before the prospectus is out like what happened with SpaceX. Anyway, great to be an owner here - only upside I see if you believe in the IPO of Anthropic and OpenAI, which I do.

$DXYZ investors day for Anthropic next week. Thats where the ball starts to roll! Hold long and strong!

$DXYZ these guys are really waiting until the 11th hour to file that S1 form… very amateur for a company of this size targeting a Nov 9 roadshow. 

$DXYZ Witnessing the dumbest algo or hedge fund on Earth capitulating multiple 25k blocks of shares in the most illiquid session lol. $6 below stale NAV and they're selling 😂

$DXYZ $ORBS These two will be very rewarding soon and they will trend and be mulit baggers . So many good things in place !

$DXYZ holds 15% in Anthropic and 12% in OpenAI If you assume valuations of $2 tn for Anthropic and $1.4 tn in OpenAI, then it is 25% in Anthropic and 16% in OpenAI, for a total of 41% of the fund. Best exposure to the frontier labs Expect an explosion this week.

$DXYZ Just placed a large order at $30.90. Let’s see if it hits. They may just release the S-1 publically this week or next week after-all despite pushing the IPO to November. That “should” be the initial catalyst for this to retrace back to $55-$65. Cant time that release.

$DXYZ Anthropic is only 14% of DXYZ NAV, so a 7% move implies a 50% valuation haircut to anthropic, if we’re attributing this entirely to anthropic. Which is nonsense. >29 by tomorrow EOD.

$DXYZ Here we go............waiting on the anthropic s-1. Retail coming in. Remember dont make the same mistake i made holding dxyz when spacex ipo'd. It ran up when the spcx s-1 came out and at one time i was up over 400,000. Sadly, i did not sell and take my gains. Once spcx ipo'd dxyz collapsed taking my gains with it which at this time now my holdings in dxyz remains a very small loss. When anthropic s-1 comes out dxyz will hopefully run like it did previously. This time without question i will sell prior to the actual anthropic ipo day when it begins trading. I will not be emotional or greedy. I will take my profit proceeds from dxyz and invest directly in anthropic and buy more spcx. Of course dxyz must follow the same trading pattern as the spcx ipo.

$DXYZ $30 should hold. Everyone is just waiting for the Anthropic new… Sold off from near $36 due to the Anthropic delay. Once the news comes out this will moonshot close to around $40 on day one and then grind up slowly in the coming weeks.

$DXYZ if Anthropic IPO does happen before Thanksgiving & goes well, should provide quite a nice boost here

$DXYZ market conditions aren’t going to get better and they need funding only public markets can provide. Go to the SEC and file the damn S1 already!!!!!

$DXYZ I think I found another proxy here. AKAM has just signed a 20B deal with Anthropic, which makes it their biggest customer and revenue source. Destiny will definitely be worth more than 70 dollars before November, Akamai probability will rise too

$DXYZ This should be going up everyday simply from speculation of S-1 dropping… eventually shorts are going to get burned so bad. Buy the rumor then sell the news, right???

$DXYZ The prospectus will be released on October 26. Please be patient a little longer—better days are just around the corner.

$DXYZ $TSLA Anyone else find the market so… stupid nowadays? Ten years ago a preannounced launch being successful would be pretty minor and frankly expected news at this valuation. But the flows are so crazy vs the supply nowadays, headlines move the stocks so irrationally.

$DXYZ ok, this pullback too tempting given Anthropic IPO probably before Thanksgiving, even at ~ $1.5T valuation, extremely excited about the Anthropic IPO, even more so than $SPCX

$DXYZ $VCX RIDICULOUS price action with these names as IPO looms and an S-1 release is imminent in the coming weeks. My only advice is load the boat when the price becomes too good to be true.