Hunterbrook, short Lennar and Millrose, says none of 75 Millrose homes it visited looked occupied
Hunterbrook Media reporters found none of 75 Millrose-owned homes in Florida and Texas appeared occupied in late September. Hunterbrook Capital discloses it is short both Millrose and Lennar, so the finding comes with a position attached.
Publishers:hntrbrk.com
Reality
- Evidence45
- Adoption
- Not scored
- Hype gap+25
- Incentives80
- Confidence45
DCG supplied about two-thirds of the ZEC that Grayscale's ETF added since August
Grayscale's ZCSH holds 596,269 ZEC, roughly 3.52% of circulating supply, after in-kind creations lifted its coin count by 28.4%. Assets nearly tripled over the same weeks, and most of that came from ZEC's price.
Reality
- Evidence40
- Adoption50
- Hype gap+35
- Incentives75
- Confidence45
Stack BTC agrees to pay up to £12m for a gold dealer owned by its own strategy chief
Stack BTC has agreed to pay up to £12 million for Direct Bullion, a gold dealer that earned £2.15 million after tax last year, and the seller is the treasury firm's own chief strategy officer. Aquis classes the deal as related-party.
Reality
- Evidence55
- Adoption18
- Hype gap+38
- Incentives84
- Confidence58
xAI's Memphis battery runs two hours at its top rated output
Satellite imagery put roughly 2.8 GWh of Tesla Megapacks at xAI's Colossus 2 site, the largest grid battery in the country, and the roughly $1bn xAI and SpaceX have spent since 2024 averages near $500m a year.
Reality
- Evidence26
- Adoption58
- Hype gap+34
- Incentives72
- Confidence33
A compulsory levy on US hog farmers has routed $66 million to the pork industry's top lobbying group
An analysis by the Accountability Board, a nonprofit that backs higher-welfare farming, tallies trademark and real estate payments since 2004 between two bodies the law requires to keep separate, nearly half of them never reported.
Reality
- Evidence58
- Adoption62
- Hype gap+18
- Incentives74
- Confidence56
DraftKings hands a departing cofounder up to $30M, and hands short sellers a filing to read
DraftKings stock is down 44%, and Fortune reports the board cleared up to $30 million of marketing work for a cofounder's new firm. The paper trail is the problem.
Reality
- Evidence66
- Adoption22
- Hype gap+20
- Incentives78
- Confidence60
Sammons disowns Guggenheim after one report puts its new A- bonds 200bp over benchmark
A Hunterbrook report on related-party links to a $135 billion manager took Sammons bonds to their lowest since issuance in a day. The separation Sammons now cites has been on paper since 2024.
Reality
- Evidence28
- Adoption34
- Hype gap+22
- Incentives71
- Confidence30
The fleet cost existing CYPH holders 43,290,042 new shares struck at $0.001. The seller was Winklevoss Treasury Investments, affiliated with the sponsor that seeded the company.
Perspective Coverage
3 publishers
- Builder
- Builder 15%
- Operator
- Operator 30%
- Investor
- Investor 55%
Reality
- Evidence62
- Adoption61
- Hype gap+32
- Incentives88
- Confidence66