DXYZ DESTINY TECH 100 INC

$DXYZ $VCX I’m completely out of these now, taking some losses. I wasn’t expecting a huge pump, but I did expect a decent move, and even that didn’t happen. If this follows the same trend we saw after the SpaceX S-1 dropped, these could go down even further. Hope I’m wrong. GL

$DXYZ Will NOT move like it did in May during SpaceX IPO. Since then this stock has been diluted 5-6x and become optionable. This means a bigger float and bullish interest no longer directly translates to demand for shares. I'm long but keep expectations for a pump reasonable even with blockbuster Ant IPO. I still think this can go 40+

$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 NAV value is ~40. This is trading well below. It's not a matter of how, it's a matter of when.

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

$DXYZ Discount to June NAV is offensive. Discount to actual real NAV is crazy fucked up. This is worth 70.

$DXYZ Fair value is much closer to $45 after updated NAV to account for increase in valuations

$DXYZ Disclaimer: for educational purposes only. The biggest misconception about DXYZ is that it must trade at or below NAV. It doesn’t. NAV represents the estimated value of the fund’s underlying assets, not what investors are willing to pay for its shares. Unlike an ETF, DXYZ is a closed-end fund with no mechanism forcing its share price to match NAV. It can trade at a premium for months, years, or indefinitely. With Anthropic’s anticipated IPO generating significant investor interest, assuming DXYZ can’t trade substantially above NAV simply because it “shouldn’t” is wishful thinking, not an investment strategy. The market determines the price, not the NAV.

$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 estimated NAV $42.10 assuming Anthropic at $2T and OpenAI at $1.4T. $34.30 reported NAV as of 6/30 + $5.30 Anthropic uplift ($965 bn to $2 tn) + $2.50 OpenAI uplift ($852 bn to $1.4 tn), including August’s $150M purchase. Trading at a 26% discount to implied NAV

$DXYZ lots of catalysts here. Updated nav, updated investments list, dilution risk off the table. You don’t dilute under NAV, potenatial buybacks. Most of all, Sohail bought shares. Secondly, I believe anduril was selling owner shares. I think we are the most likely to get in on that.

$DXYZ paitence willow.. courage willow.. relax we dont even have an ipo date yet first of all.. second of all whole market fragile right now. After mid terms the fog should slowly clear out and give lots of buying opps and then we go higher.

$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 the progress is clear and visible. If the trend continues, then Anthropic is poised to become a money monster.

$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 could it be dxyz will perform the opposite of the spcx ipo. It ran up and then collapsed hard? This time maybe dxyx runs up to the anthropic ipo and stays.

$DXYZ I blame the call buyers on this horrific price action. Not helping share price solely being in options. Then all the MMs want to burn your premium every chance they get. Your left with no ownership after your position hits zero, brilliant stuff. I check the options flow most days and haven't seen a full put day until today. Not one substantial call buyer when you get at least a couple every day. Very strange vs the previous 3 months of activity. If I had to speculate there's plenty of closing opened put positions here and maybe some covered put selling to capture premium. Buying puts at a potential bottom just doesn't make much sense unless you like losing money and hedging when SP is this low is just odd. I wish options didn't exist here as they hadn't for a good two years then everything helps or hurts SP directly as it once did. This certainly explains a good part of this weak price action alongside the near 100% dilution in the shares.

$DXYZ S-1 should be coming in a few days as long as they are still targeting a Nov 9th roadshow! Know what you own and PAYTtience will reward. So far, good start to the day