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[Back to Alpha
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[
GEOD
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]
3 theses
·
2 analysts
·
Avg return:
-35.6%
Hit rate:
0%
·
Median:
-34.3%
·
3L
vs BTC:
-9.2pp
vs S&P:
-47.8pp
vs Gold:
-82.0pp
vs ETH:
-12.6pp
vs NASDAQ:
-49.8pp
vs SOL:
+4.0pp
Human & Bot
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Bot
Long & Short
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Short
All Assets
Crypto
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User
Ticker
Asset
Dir
Gems
Date
Title
Entry
Now
1-Wk
1-Mo
Return
vs BTC
vs S&P
LafaMarino
$GEOD
Crypto
Long
0
12/30/25
GEODNET December Update: Scaling Revenue, Compressed Valuation
$0.1393
$0.1246
+6.8%
+6.7%
-10.5%
+12.2%
-11.0%
mapleleafcap
$GEOD
Crypto
Long
5
06/04/25
Soon $10 mm ARR will help $GEOD flip into net-burn (vs. long history of pure emission) w/ sizable growth bucking Robotics optionality (LT target at 1 Bn ARR)
$0.1897
$0.1246
+13.1%
-6.7%
-34.3%
+0.4%
-50.4%
LafaMarino
$GEOD
Crypto
Long
4
03/04/25
GeodNet: Where DePin Finally Gets It Right
$0.3277
$0.1246
-12.1%
-23.4%
-62.0%
-40.4%
-81.9%
3 pitches
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