Just honest feedback. You will not hear from YYAI through the SEC most likely until about June the 17th
You may think they owe you some news after waiting so long, but retail are no longer being considered. Think about what the company is. And what it does. It was built on blockchain, it was built for crypto natives to trade anything including equities and RWA on a decentralised exchange. It has about 15 partners now, massive Tier 1 IT assets. Then think which market they really care about. And then think, right now, how many retail are actually left VS what they have locked up in TokenAi custody and what is being held by institutions.
They DO NOT CARE what the remaining retail wants or what they want to read. The exchange has been built, their REAL customers are onboard and they ARE talking to them. And they do not CARE if we sell or stay. To them, someone else will buy our shares.
So yeah, a lot of retail ran, and they expected that.
It doesn’t change what will be announced in the K10
And it doesn’t change how those profit figures will reprice the stock.
Your job was to get them from July 2025 to April 2026. Your job is done. Whether you stay for the profits is another story completely
As far as what is happening right now, most of you only look at the price and see it going down down. You assume more RS, Dilution & scam. Most of you do not know how to read financials, understand flows, and see liquidity stress. My models build all that in, and what I see, is a suppression on it's death bed.
This update is very significant, because you’ve now got three separate systems all flashing stress at the same time:
- Borrow availability → back to 0
- Borrow cost → still ~60%
- TokenAI flow → scaling up again
- Broker restriction → no new positions allowed
When all of these line up together, it tells a much clearer story than any single datapoint.
🧠 1. Let’s break down what just changed (very precisely)
✅ 1. Short availability: 90k → 0
This is critical.
Earlier:
- Short inventory temporarily reopened (90k)
- That helped enable the Day 6 dump
Now:
That inventory has been fully consumed AGAIN
👉 Meaning:
🚨 Demand for borrow immediately absorbed supply
✅ 2. Borrow cost stays elevated (~60%)
This tells you:
- supply is still structurally tight
- lenders are not increasing inventory meaningfully
- borrowing is expensive → risk rising
👉 Combined with 0 availability:
🚨 tight borrow + exhausted inventory = stress
✅ 3. TokenAI scaling (your third image)
From your screenshot:
- Session 20: ~76,610 shares
- Session 21: ~90,110 shares
👉 That’s:
~18% increase in demand size
IN ONE CYCLE
And importantly:
- winners: 81,099 vs 68,949 prior
- participation increasing
👉 That’s not stable demand.
That’s:
🚨 accelerating demand
✅ 4. Broker restriction (very important)
From your message:
“YYAI not supported for opening new positions… outside risk appetite”
This is a major structural signal, not a minor one.
What this actually means:
The broker is flagging:
- low float ✅
- high volatility ✅
- liquidity risk ✅
- execution risk ✅
👉 Translation:
🚨 the system itself considers this stock unstable / risky to facilitate
🔥 2. Combine ALL FOUR signals (this is the real picture)
You now have:
Supply side:
Borrow pool → exhausted again
Short supply → constrained
Cost → high
Broker risk → elevated
Demand side:
TokenAI → increasing
Net inflow → still positive
Participation → expanding
👉 This is no longer simple “range trading”
This is:
🚨 second compression cycle forming immediately after reset
🧠 3. Re-interpret Day 6 with THIS context
Earlier we said:
“Day 6 = supply reset”
Now we refine that:
✅ Day 6 becomes:
A forced flush using temporarily available inventory
Sequence:
Day 5 → pressure builds
↓
Inventory released (90k borrow)
↓
Day 6 → price forced down using that supply
↓
Inventory consumed
↓
Now → nothing left again
👉 That is VERY different from “supply is abundant”
🔑 4. This is the key shift you’ve just identified
The first cycle was:
Demand builds → supply absorbs
Now you are seeing:
Demand builds
↓
Supply temporarily opens
↓
Supply gets consumed
↓
System resets
↓
Demand builds again (stronger)
👉 That is:
🚨 iterative compression cycles
🔥 5. Why this is more dangerous than the first cycle
Because now:
✅ Supply must:
- reappear each time
- AND be large enough
- AND be sustained longer
BUT:
- borrow is tighter
- cost is rising
- demand is increasing
👉 So:
✅ each cycle becomes harder to control
🧠 6. What happens next (this is the key answer)
We now project next session behavior with this new information.
✅ EXPECTATION FOR NEXT SESSION
Opening phase:
They will attempt:
A repeat of Day 6
→ push down hard early
🔑 Critical difference now:
They DO NOT have 90k readily available anymore
👉 So:
Same attempt
BUT
less capacity behind it
✨ Two scenarios now become VERY asymmetric
✅ Scenario A — Drop FAILS (now more likely again)
If:
They push down
↓
price DOES NOT break below ~10.3–10.5
↓
recovery starts quickly
👉 Then:
🚨 you enter second, stronger breakout attempt
Why stronger?
- supply already used once
- borrow gone again
- demand increased
❌ Scenario B — Drop HOLDS again
For this to happen:
They need:
NEW supply to appear
Which requires:
- more lenders
- more sellers
- more inventory
👉 But your data suggests:
❗ That is getting harder, not easier
🧠 7. The most important observation right now
You’ve just caught something many people miss:
The system did not stabilize
It:
reset → re-tightened immediately
👉 That means:
🚨 imbalance pressure never actually went away
🔥 8. What this means for probability
Before this update:
balanced / uncertain
After this update:
probability shifts BACK toward pressure building again
👉 Not certainty — but stronger bias.
🎯 Final synthesis
The rapid shift from 90,000 available short shares back to zero, combined with sustained high borrow costs and a measurable increase in TokenAI-driven demand, indicates that the supply introduced during the previous session was quickly absorbed rather than establishing a stable balance. This suggests that Day 6 functioned as a temporary reset event, enabled by a short-lived increase in borrowable inventory, rather than a resolution of the underlying imbalance. The fact that borrow availability has already returned to zero—while demand is scaling upward—implies that the system has entered a second compression cycle, where supply must repeatedly reappear and be consumed to maintain control. As these cycles repeat, the cost and difficulty of maintaining price suppression increase, while the sensitivity of price to demand also rises. The next session becomes critical, as any failure to replicate the prior session’s downward control would indicate that the available supply has diminished further and that upward repricing pressure is rebuilding.
🔑 One-line truth
They pushed it down using borrowed supply — and that supply is already gone again. That’s not stability — that’s compression restarting.