Has anyone given thought to the idea that people would rather fund companies that are growing at incredible rates rather than fund the government for a measly 5%?

So real. I was getting tired of the consolidation though

Figure has now explicitly confirmed that its $5.119 billion preliminary Q3 marketplace volume excludes Kiavi. Approximately one month of Kiavi volume will be included with November’s Q3 results. This resolves the uncertainty in our earlier discussion. $FIGR

$FIGR — Figure filed an automatically effective shelf registration that lets it offer common or preferred shares, debt, warrants, purchase contracts, or units in future transactions. It specifies no offering size, share count, price, or sale date; no shares were sold by this filing. Figure says it would generally use proceeds for corporate purposes, potentially including debt repayment or acquisitions. Likely implication: neutral for now, with a bearish dilution risk if Figure later issues common shares. The shelf gives Figure financing flexibility, but a later prospectus supplement is needed to show what it actually plans to sell. That distinction matters to the FIGR thesis—and especially to long calls—because the size and terms of any eventual offering will determine its effect on each share.

I think the screenshots and Uptober comments got us this morning. @coinbase @adam3us

The price of $FIGR is crazy cheap. I had to sell some shares today so I could buy some Leaps. It’s looking good going into Q4🫡

I feel really lucky to have found $BUCKET. There’s a bunch of meme coins out there that try to win people with overall meaningless things like lore and correlation with other successful things (in name only). Some of the names I was interested in, have dumped and continued to bleed. robinhood:0xbc9e7b1c5c0081f4ae85e71ec95703d3dec9ffad is building something real though, and people know it. There’s more people buying into the BUSINESS everyday. This is more than a meme coin. Do yourself a favor and look into it.

I’m picking up some more $FIGR shares at these prices!

$FIGR — Weekly loan volume rebounds; Q3 surpasses Q2 Published: September 22, 2026; exact time not disclosed Status: Confirmed company data; preliminary and unaudited. Weekly consumer-loan marketplace volume increased 21% to $419 million, up 95% year over year. Q3-to-date volume reached $4.50 billion through September 20, already 5.6% above Q2’s $4.26 billion with ten days remaining. $YLDS circulation declined 1.5% to $510 million. Democratized Prime matched offers increased to $608 million and borrower demand to $610 million; lender supply eased to $822 million. Implication: Modestly bullish. The loan-volume rebound and record quarter-to-date activity strengthen the marketplace-growth thesis. Continued $YLDS contraction and slightly lower lender supply temper the result. Why it matters: Marketplace volume is central to Figure’s transaction economics. Q3 has now exceeded its previous quarterly record before quarter-end, while Democratized Prime continues gaining adoption.

The Democrats were always the end boss.

$CRWV — convertible offering upsized and priced CoreWeave priced $3.7 billion of convertible senior notes—up from the proposed $3.0 billion—with a further **$500 million purchaser option. Coupon: 2.875%, implying approximately $106 million of annual cash interest on the base offering. Maturity: April 1, 2033. Conversion price: approximately $97.85 per share, only 22.5% above the September 17 closing price. Net proceeds: approximately $3.64 billion, or $4.14 billion if the option is exercised fully. Approximately $498.8 million will fund capped-call transactions intended to reduce conversion-related dilution up to an initial $199.70 share-price cap; remaining proceeds are for general corporate purposes. Settlement is expected September 22, subject to customary conditions. Implication: Mixed, modestly bearish for common equity. Upsizing demonstrates strong financing demand and the 2.875% coupon is substantially below CoreWeave’s conventional unsecured-debt rates. However, it adds $700 million more debt than initially proposed, and the relatively modest conversion premium creates potential future dilution. The capped calls mitigate—but do not entirely eliminate—that risk. Why it matters: CoreWeave secured relatively inexpensive long-duration capital for its infrastructure buildout, but shareholders remain exposed to increasing leverage, significant capital needs and possible dilution if the stock appreciates.

Thank you, @MichaelDell, for the gift for my daughter, Annie! I feared I signed her up too late, but it just arrived today.

I like Ethereum and $BMNR is the ticker.

$FIGR — SEC opens regulated path for tokenized-stock trading The SEC granted five-year conditional exemptions allowing qualifying Tokenized Securities Venues to trade tokenized U.S.-listed shares through permissioned automated-market-maker pools. Eligible tokens must provide the same voting, dividend, and ownership rights as conventional shares; issuers can object to third-party tokenization. Implication: Modestly bullish, but indirect. This validates the regulated tokenization model underlying Figure’s blockchain-capital-markets thesis and substantially expands the potential addressable market. However, Figure received no exclusive approval or contract, and the exemption also enables major competitors—including crypto exchanges and other tokenization platforms. Why it matters: Figure has already issued blockchain-native common stock and positions its infrastructure around the origination, settlement, and trading of tokenized assets. The SEC action lowers an important regulatory barrier following the CLARITY Act’s failed vote, though commercial adoption remains unproven.

$CRWV — short-term compute contracts signed at sharply higher pricing Published: September 17, 2026, approximately 7:31 a.m. ET Status: Confirmed company announcement. CoreWeave disclosed that it signed new three-to-six-month Q3 compute contracts at approximately $40 million of annualized revenue per megawatt. The company did not disclose the customers, contracted megawatts, total contract value, or expected revenue contribution. The release also repeated previously disclosed figures: more than $25 billion in new customer commitments and contracted power of 4.2 GW as of August 11, versus 3.7 GW at June 30. Implication: Bullish. The new pricing provides concrete evidence that near-term AI capacity remains supply-constrained and that CoreWeave has pricing power. However, the contracts are short-lived, so the $40 million-per-MW rate should not be extrapolated across its full capacity or long-term backlog. Why it matters: Strong pricing improves the potential return on CoreWeave’s expensive infrastructure buildout and partially offsets today’s financing concerns. The missing capacity and revenue figures prevent quantifying the earnings impact.

Poor weave holding me down today. $CRWV. One day the debt will be gone, or even just the high interest debt gone, and we will blast to the moon.

CRWV — launches 35 million-share ATM program and $3 billion convertible-note offering Published: September 17, 2026, approximately 7:13 a.m. ET Status: Confirmed SEC filing and company announcements. CoreWeave established: An at-the-market program covering up to 35 million Class A shares, including potential forward-sale transactions. A proposed $3.0 billion convertible senior-note offering due 2033, with an option for an additional $500 million. The share price, convertible interest rate, conversion price and actual proceeds have not yet been determined. Proceeds are intended for general corporate purposes and to support CoreWeave’s capital-intensive expansion. The 35 million shares equal roughly 7.6% of the approximately 459 million shares currently outstanding. At the prior $83.35 closing price, they would represent about $2.9 billion of potential gross equity issuance, although actual timing, pricing and proceeds could differ substantially. An ATM authorization does not mean all shares have already been sold. Implication: Bearish near term; strategically mixed. The program creates a substantial dilution overhang, while the convertible notes add leverage and potential future dilution. Conversely, the financing strengthens CoreWeave’s ability to fund data centers and contracted capacity without relying entirely on conventional high-yield debt. Why it matters: CoreWeave’s growth thesis requires enormous upfront capital expenditure. Access to capital supports execution, but the combination of additional debt and potentially 35 million new shares increases the portion of future enterprise value claimed by creditors and a larger common-share base.

$CRWV — Definitive 15-year Niagara Falls capacity lease Published: September 16, 2026, 7:30 a.m. ET Status: Confirmed counterparty announcement; CoreWeave has not yet filed detailed terms. Blockfusion converted its June nonbinding agreement with CoreWeave into a definitive anchor lease and expansion agreement. The lease has a 15-year initial term plus two five-year renewal options. The earlier LOI contemplated 85 MW of guaranteed take-or-pay capacity, expandable to 300 MW, and estimated $2.8 billion of lease payments over 15 years. Today’s announcement did not confirm those capacity or economic figures; Blockfusion says full terms will appear in an amended SEC registration statement. Implication: Mixed. The agreement secures long-duration, low-carbon infrastructure and removes the uncertainty surrounding the preliminary LOI. Conversely, it adds another substantial fixed capacity commitment to CoreWeave’s already capital-intensive expansion, with delivery, financing and utilization risks. Why it matters: Power availability is a principal constraint on CoreWeave’s growth. Definitive capacity supports future revenue generation, but shareholder returns depend on filling that capacity profitably without further stressing leverage. Blockfusion announcement⁠ · Original LOI and disclosed economics⁠ CRWV — Multi-rack Rubin cluster enters service Published: September 16, 2026, 8:00 a.m. ET Status: Confirmed company announcement. CoreWeave brought up a multi-rack NVIDIA Vera Rubin NVL72 cluster connecting hundreds of Rubin GPUs. Each rack contains 72 Rubin GPUs and 36 Vera CPUs. The company also launched cross-region write acceleration and a lower-cost archive tier for AI Object Storage. Implication: Modestly bullish. This strengthens CoreWeave’s technology leadership and ability to support large training, inference and reinforcement-learning workloads. No customer commitment, pricing, utilization data or incremental revenue was disclosed, limiting the immediate financial significance. Why it matters: Early deployment of next-generation accelerators helps defend CoreWeave’s competitive position and may support premium demand, but its investment thesis still hinges on monetizing expensive infrastructure at attractive utilization and margins.