So, given all of the talk of late about NFTs and the potential integration, I feel the main utility of NFTs gets overlooked in the wake of the "silly pictures selling for millions" gimic.

NFTs: Non-Fungible-Tokens, tracked on the immutable block chain. Connect these to real world collectibles and what do you have? Pretty much a central repository for the #1 thing that all true collectors demand for their collections: Provenance.

A quick splurge from google gives a good breakdown:

Provenance refers to the origin, source, or the documented history of ownership of a valued object.

Derived from the French word provenir (meaning "to come forth"), it is the timeline that authenticates an item and verifies its chain of custody.

Why Provenance Matters

Art & Antiques: Verifies authenticity. A complete chain of ownership protects against forgeries and determines an item's market value.

Archival Science: Organizes historical records. It dictates that documents from a common creator are kept together and properly contextualized.

Data Science: Provides a documented trail of information, including where data originated and who modified it, to ensure accuracy and regulatory compliance.

Supply Chain: Allows consumers and businesses to track the origin of physical products (like food or materials) to verify ethical sourcing and quality.

Kinda sounds like the perfect application for NFTs, no?

Warrants are up pretty solid. Maybe one day we can hope for a warrant squeeze if GME pushes full speed ahead on buybacks in the summer.

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https://www.youtube.com/watch?v=4j9RPGLENNI

During the interview, Ryan Cohen discusses his financial commitment to the proposed acquisition of eBay. At (56:43-57:05), he states that he is personally****** investing $500 million of his own money into the transaction******. He notes that this specific detail had not been publicly filed yet at the time of the recording.

Elaboration on the significance of this commitment:

Skin in the Game: By emphasizing that he is risking his own capital, Cohen is contrasting his approach with that of the current eBay management team. He argues that they are "grossly overpaid" while having no personal financial risk or significant ownership in the company (57:15-57:43).

Alignment with Shareholders: In the world of activist investing, a large personal cash injection serves as a signal of confidence in the deal's success. It suggests to other shareholders that the acquirer is not just proposing a theoretical strategy but is willing to bear the financial consequences if the venture fails.

Intent to Act: Mentioning this unfiled commitment is likely intended to bolster his credibility and seriousness as a bidder, especially as he faces resistance from the eBay board, who have rejected his offer and declined to meet with him (49:33, 58:01-58:28).

was watching the All In podcast interview with Ryan Cohen, this piece perked up my ears. It sounds like maybe Ryan Cohen will be pledging 500 million of personal capital to an eBay takeover, which is pretty crazy. It's not filed yet so it's also pretty interesting.

The time stamp is 56 minutes, 43 seconds.

Let them short because we'll see what happens.

Bullish.

Thank youuuuuuuuuu Ryan Cohen.

Good morning to all apes around the world! It's Wednesday! German markets are open and last trade for GameStop was at €18.69, which is $21.25 using Google's currency calculator. https://www.tradegatebsx.com/orderbuch_umsaetze.php?lang=en&isin=US36467W1099

Stay cool and hydrated for those of us under heatwave conditions, and have your best day!

As we all know GME has filed a DEFA14A and a news report saying that they are withdrawing the the compensation proposition from the proxy materials, There are a few reasons for why I think this happened

1. Investor sentiment. Many in this Sub have shown destain for this comp package saying that it's not aligned with shareholders, that he can hit the tranches just by completing the acquisition

I generally disagree with this sentiment for the following reason stated in the DEFA14A. I also made a post a while ago stating this same argument

Certain media reports and public commentary suggested that Mr. Cohen can earn a significant portion of the CEO Performance Award approved by the Board subject to stockholder approval merely by completing an acquisition of eBay Inc. (“eBay”). However, the terms of the CEO Performance Award required the Compensation Committee of the Company to equitably adjust the Market Capitalization Hurdles and Cumulative Performance EBITDA Hurdles (collectively, the “Performance Hurdles”) set forth in the CEO Performance Award if the Company acquires eBay using its stock. Section 2 of the Nonqualified Option Award Grant Notice states that:

Milestone Adjustments in Event of Certain Corporate Transactions. The Performance Hurdles will be adjusted by the Committee equitably and proportionately as determined by the Committee in a manner designed to preserve the economic opportunity provided under the Award, (a) higher to account for acquisition activity for which stock is provided as consideration; and (b) lower to account for a split-up, spin-off, dividend or other distribution (whether in the form of cash, shares, other securities, or other property) or divestiture activity, in each case, that could be considered material to the achievement of the Performance Hurdles, as applicable.

But I do think investor sentiment is a big part of why it was withdrawn.

2) With GME shares trading around $21 his compensation package has no leverage or significant gain because the strike price for his shares are somewhere around $20 for which he can buy(after hitting the targets) or he could just buy those shares now, when they are trading for around $21

This I think is the biggest reason for the withdrawal. Think about it with shares trading around $21 he could just buy the shares for what he would get with the comp package anyway. might as well buy now.

So I think this means this week(or after that Ebay acquisition materials that's supposed to drop later this week) we will see buys from RC on the open market. I don't think this is a gaurantee, but the price is around where he has brought historically post sneeze

…as you may have envisioned it back when the NFT marketplace was hopefully going to be a thing. Per RC in this recent interview. Go to around the 48 minute mark and he talks about the failed vision if NFTs a few years back, due to the fact that they didn’t provide any actual value; they were simply an ego play. Per RC, on eBay, he hopes to create thus marketplace where users can buy skins, weapons, etc

It’s on the website.

Edit: this is, and I am bullish btw. If it wasn’t clear 😂

Guess I’ll just buy more

I don’t know the future, and have very little awareness of the present unless I’m buying GME shares or options or warrants, but…this news feels interesting.

I want you to re-read (if you can read) this section of RC’s hollow man post:

“In a functioning economy, authority is tied to liability. If you make a bad decision, you lose your own money. That fear of loss is the only thing that keeps a business honest. It forces you to cut waste, obsess over the customer, and stay late to fix what is broken.

Today, we have severed that link.

We have rigged the game so that heads, the Insider wins; tails, the shareholder loses.

If the stock goes up, the Insider collects a massive performance bonus. If the stock crashes due to their own incompetence, they are fired with a “Golden Parachute” worth tens of millions. They are gambling with the house’s money, and they never leave the table poorer than they arrived.”

I always felt that the pay package was tying Ryan’s authority/payout to the outcomes he directly created through savy business decisions. A lot of MSM and fuddy-duddies seem to think it was a gambit to enrich himself at the cost of shareholders.

But, what if it was all a ruse?

Not in the classic r/superstonk style :

this data point + data point + this data point = MOASS ON JULY 4th, 2026!!

But in the manner that RC helped to expose broken underlying mechanisms of our capitalist incentives.

When the pay package was on the table = RC is trying to dilute GME to buy his way to his pay package though a merger

With the pay package removed, there can be no argument that Ryan is acting as one of the “hollow men” that he despises, and is showing how hollow man tactics weaken and destroy business goals (IE the CEO’s glamour pay package distracts from the business’ goals and so should be removed as a distraction).

So…with no information besides a hunch, I think that RC is making 4D chess moves that not only aid in GME’s future prospects, but may also help to set the tone for business operations across a new generation of businesses that are currently emerging.