ATC quote · Oct 29, 2026 · 2:06:18
“I'd say it was just a major overreaction, honestly. They got one of the best quarters ever because their private shares of SpaceX got marked up. And then they had a massive EPS miss because their…”
Matt C @mithcoons (speaker unconfirmed)
From All Things Crypto/Binance Exploit, Oct 29, 2026 · Episode page
In context
2:06:12 Matt C @mithcoons (speaker unconfirmed): That one that one was a...
2:06:18 Matt C @mithcoons (speaker unconfirmed): I'd say it was just a major overreaction, honestly. They got one of the best quarters ever because their private shares of SpaceX got marked up. And then they had a massive EPS miss because their now public shares of SpaceX had to get marked down. But it's all just unrealized it's all just unrealized gain and loss. If you take that out, I don't know if they would have beat, but it would have been a lot closer to…
2:07:33 Matt C @mithcoons (speaker unconfirmed): term
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