@101Sun1 HomeEquityTokenizer

HomeEquityTokenizer posts on X about $blne, $figr, bitcoin, $betr the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

[--] Week [-------] +6,524%
[--] Month [-------] +2,912%
[--] Months [-------] +325%
[--] Year [-------] +589%

Mentions: [--] #

[--] Week [--] no change
[--] Month [---] +147%
[--] Months [---] +42%
[--] Year [---] +90%

Followers: [-----] #

[--] Week [---] +0.47%
[--] Month [---] +3%
[--] Months [---] +15%
[--] Year [---] +52%

CreatorRank: [---------] #

Social Influence

Social category influence stocks 37.01% finance 35.43% cryptocurrencies 20.47% technology brands 4.72% exchanges 1.57% countries 1.57% travel destinations 0.79% financial services 0.79%

Social topic influence $blne 43.31%, $figr 20.47%, bitcoin 14.17%, $betr 8.66%, $iren 8.66%, $open 7.87%, market cap 7.87%, crypto 7.87%, $corzq 7.09%, $corz 5.51%

Top accounts mentioned or mentioned by @mikealfred @pulte @saylor @convexititties @zerohedge @realdonaldtrump @jdorman81 @lukegromen @mcagney @nuggettrades @michaelcrudele @ericjackson @secscottbessent @grantcardone @bitcoinaiguy @bitcoinpierre @billackman @ericbalchunas @grok @peterschiff

Top assets mentioned Figure Technology Solutions, Inc. (FIGR) Bitcoin (BTC) Better Home & Finance Holding Company Class A Common Stock (BETR) Iris Energy Limited (IREN) Opendoor Technologies Inc Common Stock (OPEN) CORE SCIENTIFIC INC (CORZQ) Core Scientific, Inc. Common Stock (CORZ) Rocket Companies, Inc. (RKT) Oracle Corporation (ORCL) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc (CRWV) Dogecoin (DOGE) Coinbase Global Inc. (COIN) Strategy (MSTR) MARA Holdings, Inc. (MARA) Tether (USDT)

Top Social Posts

Top posts by engagements in the last [--] hours

"@CitronResearch $FIGR $BLNE and looking to add $CEPT post merger"
X Link 2026-02-13T22:05Z [---] followers, [---] engagements

"@zerohedge Long AI. Long energy. Long money printing. Long bitcoin. $corz @_Adam_Sullivan1 @Core_Scientific"
X Link 2024-08-14T16:38Z [---] followers, [---] engagements

"@EricBalchunas Tell me about Vail resorts.😆"
X Link 2026-01-23T17:54Z [---] followers, [----] engagements

"$BLNE will get coverage like $figr once it crosses the billion mark. Until then"
X Link 2026-01-29T20:34Z [---] followers, [----] engagements

"I agree with @mikealfred on $open. At $1.50. The equity will have its day however the path to green is through red. And first will come the lenders. $betr $blne $figr"
X Link 2026-02-02T12:14Z [---] followers, [---] engagements

"@jdorman81 Imagine being at the cross roads of digital assets and traditional finance and not screaming $FIGR and $BLNE"
X Link 2026-02-02T23:51Z [---] followers, [---] engagements

"The lenders. $rkt $blne Someone knocked $doge down probably to buy more"
X Link 2026-02-03T15:33Z [---] followers, [---] engagements

"@mikealfred The lenders is the next part of the cycle. $rkt is $Mara $BLNE is $iren"
X Link 2026-02-03T16:04Z [---] followers, [---] engagements

"There is still a true arbitrage where digital assets and traditional worlds collide. Example: $figr: mortgage origination/lending on chain. Now integrating stocks on chain they are a combo of retail front end and institutional backend. MC is [--] billish $blne - traditional mortgage lender that has a stand alone banking product. Originating a fractional sale of equity on a house - the equity is tokenized. There is a backlog of demand on this product and as home values stay up but jobs get eaten by AI this may be an option considered by many. MC roughly $100m"
X Link 2026-02-05T04:14Z [---] followers, [---] engagements

"@LukeGromen @biancoresearch Meaning white collar jobs go kaboom. Meaning tax base goes kaboom. Meaning you have to switch to an asset backed colleteral system and make the other one go"
X Link 2026-02-05T20:54Z [---] followers, [----] engagements

"@mcagney @Figure @provenancefdn @coingecko As its market cap grows - what type of impacts are their to the consumer Increased liquidity for lending slightly better rates"
X Link 2026-02-11T18:30Z [---] followers, [---] engagements

"No authority - just an investor thats made a buck always open. My understanding is dollars are created by debt issuance. And my thought was as commodity prices get away from the dollar a way to rein it in would be to produce more dollars. Aka collapse rates to issue more dollars to buy what we need. You clearly claim to know your shit so Id like some context on if Im off based on how you view things https://twitter.com/i/web/status/2021664113735159885 https://twitter.com/i/web/status/2021664113735159885"
X Link 2026-02-11T19:14Z [---] followers, [--] engagements

"@StockyStockman1 @Nugget_Trades Now ignore the chart and look at their build out growth and market cap Ignoring the chart but looking at the fundamentals is how I got rich on core scientific When everyone laughed at me investing a bankrupt company. Value + Growth + Balance sheet"
X Link 2026-01-20T22:20Z [---] followers, [--] engagements

"@sedonaroxx @zoomerfied Based on last quarter they are pacing to do $10-$15 Billion in mortgage origination Scam"
X Link 2026-02-14T04:14Z [---] followers, [--] engagements

"And if everyone crowds into the bitcoin network prioritizing bitcoin spends requires paying in bitcoin what wallstreet calls a short squeeze would be a real world network adaptation squeeze because its bound by physical constraints - would require a significant amount of energy and/or dollars. https://twitter.com/i/web/status/2022682425109741745 https://twitter.com/i/web/status/2022682425109741745"
X Link 2026-02-14T14:40Z [---] followers, [---] engagements

"@Nugget_Trades Cute partnership. $Blne is already live tokenizing"
X Link 2026-01-20T16:32Z [---] followers, [---] engagements

"@Nugget_Trades Correct $open has to connect a lot of parts or $BLNE needs to scale what they are already executing. There is another alternative"
X Link 2026-01-20T16:44Z [---] followers, [---] engagements

"@convexititties I think you have to add the function part Token holders get free entrance. Token holders get x% rational park revenue / visitors to Grand Canyon. If all that aligned I like it a lot"
X Link 2026-01-20T19:45Z [---] followers, [--] engagements

"A lot of people hold dollars and dont know what they are. I would spend time influencing the powers at be to allocate putting dollars on the backbone of bitcoins base layer. Much smoother in the short term with same lomg term goals. Somewhere in between MicroStrategy coinbase and Stake and Shake block and stake the public miners https://twitter.com/i/web/status/2013771714484912351 https://twitter.com/i/web/status/2013771714484912351"
X Link 2026-01-21T00:32Z [---] followers, [--] engagements

"Warning on the executive order as it relates to institutions owning single family housing in the United States On the surface this would hit a company like $BLNE who is in the process of originating the fractional sale of equity on primary homes up to 49% These surface head lines could dramatically increase short positions causing underlying equity ownership to increase. As the market realizes symbiotic ownership of housing where someone lives and major corporations that want to invest is better then corporations bulk buying and hoarding homes - this company could potentially. 1Bill.2"
X Link 2026-01-21T03:01Z [---] followers, [---] engagements

"Institutional Fannie and Freddie loans blocked Institutional tokenized home sales unlocked $BLNE"
X Link 2026-01-21T05:18Z [---] followers, [---] engagements

"@jonbrooks Expanded credit by - offering [--] year mortgage ✅ - increasing credit rating accessibility (counting rent) ✅ - $200 Billion dollar MBS program Next up - Tokenization of selling a stake of your house - Direcr YCC"
X Link 2026-01-21T08:08Z [---] followers, [---] engagements

"1000% agree - also am curious how speculators institutions and investors will try to work around this. If I combine this ban with world is going - tokenization I see a world where institutions can invest in buying a small portion of the home owners equity and retail and institutions can mutually benefit. An example of this is a small mortgage originator called $blne they are actively originating these https://twitter.com/i/web/status/2013932932348723484 https://twitter.com/i/web/status/2013932932348723484"
X Link 2026-01-21T11:13Z [---] followers, [--] engagements

"Even @grok doesnt know $BLNE It has potential to be in the ban but the admin needs to find a way to support prices without institutions hoarding houses. This is a snapshot of their program and this I think has potential to create a win win for home owner and institution At the same time is at the heart of the two sectors that are being supported. Crypto and Real Estate. https://twitter.com/i/web/status/2013934753448423870 https://twitter.com/i/web/status/2013934753448423870"
X Link 2026-01-21T11:20Z [---] followers, [---] engagements

"@grok @pet_run Well would you look at that"
X Link 2026-01-21T11:25Z [---] followers, [--] engagements

"@PeterSchiff Ummm you can grow into it by A) increasing income B) increasing asset values relative to housing prices C) increase credit availability D) all while carefully clamping down on institutions using fixed leverage to do a dollar/fannie carry trade"
X Link 2026-01-21T16:47Z [---] followers, [---] engagements

"@novogratz calling out $figr on @Scaramucci podcast. @jdorman81 probably the most in the weeds of both tradfi and defi in the same breath. Wouldnt be shocked to see either or both Galaxy and Arca take stakes in $figr and $BLNE"
X Link 2026-01-21T18:31Z [---] followers, [---] engagements

"@MichaelCrudele Ive owned $BLNE since July. Also just picked up some $BETR on this dip"
X Link 2026-01-21T19:29Z [---] followers, [---] engagements

"@MichaelCrudele Aligns with - Narrative - structure - product - balance sheet - executive incentives"
X Link 2026-01-21T19:30Z [---] followers, [--] engagements

"1) this is why I own shares of $figr 2) its not exactly what your looking for but your seeing kinda this process in private credit - Francescas - Big lots - Hooters - Tri color - commercial real estate Etc Im not sure you really get this in residential housing bc the credit subsidization from the federal goverment of [--] year fixed mortgages. I think theres only two ways to fix this. 1) have again a neutral asset run so far so hard that the capitulation comes in the form of a fomo 2) Time Lastly if there are cracks in residential to me the obvious break down would be in the Airbnb markets."
X Link 2026-01-22T00:15Z [---] followers, [--] engagements

"@mcagney Does YLDS add asset value to $figr"
X Link 2026-01-22T05:07Z [---] followers, [--] engagements

"@billfour Bill Miller and Druck LFG $FIGR"
X Link 2026-01-23T13:17Z [---] followers, [---] engagements

"@admff492 Now do a fractional sale of home equity $FIGR is cool - people will go out the risk curve and discover $BLNE"
X Link 2026-01-23T17:57Z [---] followers, [---] engagements

"@chamath What I hear Gold bitcoin and tokenized real world shit. $figr and $blne"
X Link 2026-01-25T18:11Z [---] followers, [---] engagements

"@danheld Gold also is a colleteral layer for one of the biggest transaction layers built pegged to the dollar $USDT COLLETERAL WANTED. [----] and [-----] and climbing"
X Link 2026-01-25T18:20Z [---] followers, [--] engagements

"@RepzdaCanes @ericjackson @APompliano @pulte $open at [--] billion or $BLNE at $30 million is the question"
X Link 2025-09-04T15:51Z [---] followers, [---] engagements

"@ericjackson @rabois $BLNE to [---] before $OPEN $100 This is like me yelling at @mikealfred on $corzQ at .32 and him saying naw its $iren baby. Both can be right [--] has a better value now"
X Link 2025-09-04T18:43Z [---] followers, [--] engagements

"$BLNE - I understand $BLNE with this above 👆 Why would $BETR be a better buy at 6x the market cap $BLNE - $80millionish market cap $BETR- $600ish million market cap Both of limited shares and insider ownership. https://makeabeeline.com/blog/beeline-title-closes-first-crypto-real-estate/ https://makeabeeline.com/blog/beeline-title-closes-first-crypto-real-estate/"
X Link 2025-09-22T18:04Z [---] followers, [---] engagements

"@disruptorinvest @rufflife222 What % JV long time $corz (since $Corzq) and $iren holder. Have pivoted to other cross roads of tradfi and crypto. Like $FIGR AND $BLNE"
X Link 2025-09-23T02:05Z [---] followers, [---] engagements

"But gives a little guy like me the floor cuz I bought $corzQ (and unfortunately the warrants that got wiped 😆 would have made life changing money x [--] lol oh well) I like your style sometimes I agree. Sometimes I disagree - but you speak your kind. Much respect 🙏. All my PE buddies laughed me out of the room [--] years ago on the btc miners were just under valued data centers as colleteral oh well. Last round was the beach house this round is the ranch https://twitter.com/i/web/status/1970981817676378328 https://twitter.com/i/web/status/1970981817676378328"
X Link 2025-09-24T22:40Z [---] followers, [--] engagements

"@SpecialSitsNews Dunno and when companies had good colleteral in Bk they ran. All you had to do was see that $corz owed a billion and was the largest bitcoin miner (AKA data center). $CORZQ .12"
X Link 2025-09-26T16:04Z [---] followers, [---] engagements

"@ericjackson I didnt buy $corzQ at .12 $iren at $8 bc its P/S ratio but its underlying tech and collateral was misunderstood. I actually agree with the sector upside I just see much more value in $figr $blne $open $betr For probably 5-8 different reasons"
X Link 2025-10-20T23:29Z [---] followers, [---] engagements

"@jdorman81 Im on the record saying nobody knows a traditional lender is tokenizing home equity and the market cap is under $100m Im not sure what is/was a better deal $corzq at $100m market cap or $blne under a $100m with insiders owning a lot of the float"
X Link 2025-10-30T17:08Z [---] followers, [---] engagements

"Imagine if a traditional mortgage company was tokenizing a home owners equity and making it liquid with no payments not tied to rates. And the market cap was under $100m ceo put in 15m of his own money and employees own almost 50% has a small float. Reminds me of $corzQ back in the day. $blne https://nationalmortgageprofessional.com/news/beeline-rolls-out-blockchain-powered-home-equity-platform https://twitter.com/i/web/status/1986313622088548397 https://nationalmortgageprofessional.com/news/beeline-rolls-out-blockchain-powered-home-equity-platform"
X Link 2025-11-06T06:04Z [---] followers, [---] engagements

"Ill always take better. Im not much of an Ebita guy anyway I look for intersection of value and growth. Yeah I sold $corz that I acquired starting with $corzq at .12 - wasnt a fan of the CoreWeave deal. Ive mostly moved out of the miners waiting for some fireworks of the trash to burn and take some good names down then in it then Ill circle back. Sure was a great ride - Ill be back as opportunity presents itself. https://twitter.com/i/web/status/1989077220649009508 https://twitter.com/i/web/status/1989077220649009508"
X Link 2025-11-13T21:05Z [---] followers, [---] engagements

"@TheRonnieVShow I was stupid for $corzq at .12 $blne"
X Link 2025-11-30T11:07Z [---] followers, [---] engagements

"Ive been in this trade since [----] buying Core scientific the largest bitcoin miner for a $10mil market cap with a billion in debt. I made more then my hedge fund buddies bc I understood the colleteral was about the under laying infrastructure not the business. Layer in demand squeezing into an extremely tight supply market - data centers Roughly 1.6% vacancy. I want to chew on this. https://twitter.com/i/web/status/2002925335302840733 https://twitter.com/i/web/status/2002925335302840733"
X Link 2025-12-22T02:13Z [---] followers, [---] engagements

"Under $100m market cap. Most havent. Most people didnt know large public bitcoin miners were effectively hyper efficient ready energized data data centers in 2023$corz $iren $BLNE is a traditional biz. Crypto rails (like $figr) with an incredible new product that times well with the market. Tokenization of home equity to provide home owners liquidity with zero debt payments ( true fractional sale)"
X Link 2025-12-23T19:01Z [---] followers, [---] engagements

"@DrJebaim @convexititties I held my core scientific shares from Jan [--] to July 25.It bought the beach house. $BLNE is an allocation I can afford to lose - but end up with the ranch"
X Link 2025-12-23T19:34Z [---] followers, [---] engagements

"If druck likes $figr - hes gonna find look for other plays that are better in the same theme. The only other player in the space is $blne - Under $100m market cap - insiders own almost roughly 25%ish - ceo invested $15 million of his own $ - growing traditional mortgage biz - new product designed to provide home owners with a lot of equity cash based on a fractional sale. Not financial advice - am I missing anything https://twitter.com/i/web/status/2008641688542343193 https://twitter.com/i/web/status/2008641688542343193"
X Link 2026-01-06T20:47Z [---] followers, [----] engagements

"@MG_MBS On top of this reminder - trump can lend the company they own - example Fannie a swap like of a trillion dollars for them to be more aggressive then $200Billion"
X Link 2026-01-20T20:09Z [---] followers, [--] engagements

"Those shitting on mortgage rates are operating under the assumption that rates can only operate in a free market. @pulte @realDonaldTrump @SecScottBessent are the ultimate market makers If you think otherwise double check financial plumbing mechanics @LukeGromen @LawrenceLepard @LynAldenContact @GrantCardone etc etc etc"
X Link 2026-01-20T20:22Z [---] followers, [---] engagements

"@EricBalchunas $figr and and securitize but no $BLNE under $100m MC already live originating fractional sales of home equity"
X Link 2026-01-21T13:21Z [---] followers, [----] engagements

"RT @KingachillesE: $BLNE has everything trump focused on crypto housing and margin/loans. If they can somehow get into Nuclear they wo"
X Link 2026-01-21T17:36Z [---] followers, [--] engagements

"RT @MichaelCrudele: $BLNE is a monster. Ridiculous strength through market weakness. Only $85m mcap. Profitability imminent. Tokenization i"
X Link 2026-01-21T19:28Z [---] followers, [--] engagements

"RT @101Sun1: If druck likes $figr - hes gonna find look for other plays that are better in the same theme. The only other player in the"
X Link 2026-01-21T19:55Z [---] followers, [--] engagements

"I love $figr Im just saying under $100m MC $BLNE just looks. a little more asymmetric"
X Link 2026-01-22T16:08Z [---] followers, [---] engagements

"RT @convexititties: Oh no it will start showing up on $100M market cap screens now 🚀🐝"
X Link 2026-01-22T16:13Z [---] followers, [--] engagements

"RT @RTelford_invest: In microcaps the hardest part isnt finding multi-baggers. Its avoiding the dumpster fires disguised as them"
X Link 2026-01-23T03:27Z [---] followers, [--] engagements

"RT @CleaRank: With more rate cuts on the way $BLNE is in a strong position. When crypto rebounds were looking at a possible super cycle"
X Link 2026-01-23T20:04Z [---] followers, [--] engagements

"@nickisanders @tZERO $figr tokenizing mortgages $blne originating partial equity sales of homes (tokenized)"
X Link 2026-01-23T22:13Z [---] followers, [---] engagements

"RT @LoganMohtashami: No longer having extremely low comps year over year in 2026"
X Link 2026-01-25T18:07Z [---] followers, [--] engagements

"RT @danheld: Gold the quintessential form of money has a $35 trillion market cap with zero merchant adoption. So why do people think B"
X Link 2026-01-25T18:18Z [---] followers, [--] engagements

"@DiMartinoBooth @Redfin I expect to see origination of partial home sales this year explode as - AI eats existing jobs - transactions grind to a hault - wait for credit to thaw $BLNE and $FIGR are built different"
X Link 2026-01-26T19:33Z [---] followers, [---] engagements

"RT @JigarShahDC: The U.S. grid isnt full. Its underutilized. Less than half of existing grid capacity is used on averageyet we keep"
X Link 2026-01-27T02:04Z [---] followers, [--] engagements

"It may take time but next up in the cycle - rates. $figr $blne $figr"
X Link 2026-01-27T18:24Z [---] followers, [---] engagements

"The yen carry trade will be replaced by $STRC. Or maybe it already is"
X Link 2026-01-27T20:47Z [---] followers, [---] engagements

"I started buying the btc miners on @mikealfred thesis in Jan [--] I still have my $iren - partially thanks to some of your work. I swapped my $corz for a beach house. The rest mostly went into a rate play with small innovative mortgage lenders that stand to gain with a combo of AI + innovation and the rate drop cycle. Thanks for the lead on this one Im mostly in $figr $blne $betr https://twitter.com/i/web/status/2016269063761363385 https://twitter.com/i/web/status/2016269063761363385"
X Link 2026-01-27T21:56Z [---] followers, [---] engagements

"While I disagree with him on the lenders inc $betr I do agree with him on $open I have experience as an originator real estate flipper running a pipeline of 4-10 properties at a time and an overall macro investor in the past [--] or so years. To me I see this coming part of the cycle as the part where home equity values go down/stall - but so do rates causing a spike for the direct lenders $betr $figr $blne https://twitter.com/i/web/status/2016302241393856598 https://twitter.com/i/web/status/2016302241393856598"
X Link 2026-01-28T00:08Z [---] followers, [---] engagements

"@BitcoinAIGuy It will come from the direct lenders as rates drop $figr $betr $blne"
X Link 2026-01-28T00:11Z [---] followers, [---] engagements

"@MilkRoad @krakenfx @RWA_xyz $figr and $blne"
X Link 2026-01-28T00:50Z [---] followers, [---] engagements

"RT @zerohedge: whoooa META SEES [----] CAPEX $115B TO $135B EST. $110.62B"
X Link 2026-01-28T21:38Z [---] followers, [--] engagements

"One thing that could come out of the gold volitility is dollar based gold backed bonds. Dollars issued against gold would probably be a win win for the world and the US My suspicion is Bitcoin would run just as hard on this news and attract similar type of infrastructure or maybe thats already being built. @PeterSchiff @saylor"
X Link 2026-01-29T16:49Z [---] followers, [--] engagements

"YCC YCC YCC"
X Link 2026-01-29T17:52Z [---] followers, [--] engagements

"@zerohedge Currency devaluation wars"
X Link 2026-01-29T21:53Z [---] followers, [----] engagements

"@NewsLambert This is why Ive been sitting in the lenders - building a position since July. $figr $betr $blne"
X Link 2026-01-29T23:11Z [---] followers, [---] engagements

"As it relates to $blne they arnt trying to put a house on a blockchain. Although others have tried that complex process in the past (and yes there are benefits. $BLNE is allowing an owner to sell a portion of their home - funding is done using stablecoin type token as a unit to fund custody tied to the value of the homes that $BLNE originates. They are originating only on primary houses up to 49% of the value. On the surface It sounds like hocus pocus. But think what are the benefits how can they do this within the legal structure/framework https://twitter.com/i/web/status/2017033094768054767"
X Link 2026-01-30T00:32Z [---] followers, [---] engagements

"@yieldsearcher And the only way to do that is YCC Hence I bought the shit out of the lenders instead of the VIX"
X Link 2026-01-30T00:40Z [---] followers, [--] engagements

"@BitcoinAIGuy @chiptomunk $mstr [----] and [----] are not the same. This shareholder just learned why a share count matters"
X Link 2026-01-30T00:45Z [---] followers, [--] engagements

"RT @zerohedge: there he is"
X Link 2026-01-30T00:46Z [---] followers, [---] engagements

"@mortgagetruth Why I invested in the lenders A great hedge If the market crashes rates crash and refi boom [---] If trump chooses the more politically palitable approach - I would expect some type of more subsidization for the MBS market"
X Link 2026-01-30T20:03Z [---] followers, [--] engagements

"RT @JustinWolfers: If you want a guess as to what Kevin Warsh -- who throughout the Obama years was a devout hawk -- told the President to"
X Link 2026-01-30T22:13Z [---] followers, [---] engagements

"@BecauseBitcoin Thats why I pivoted from $corz and $iren into the direct lenders $betr $blne"
X Link 2026-01-30T22:20Z [---] followers, [---] engagements

"RT @convexititties: $BLNE just announced that it amended the terms of its Series A convertible preferreds. These shares were originally not"
X Link 2026-01-30T23:05Z [---] followers, [--] engagements

"@noahkaufmanmd I agree $mstr could be the most valuable company in the world. But at the same time could be a $100 stock"
X Link 2026-02-01T18:28Z [---] followers, [--] engagements

"Might be a good time for bill to circle back on this. Essentially what Im hearing is Fannie should put a structural bid on Bitcoin I underestimated how much exposure Fannie and Freddie ("F2") have to crypto not on balance sheet but in their shareholder bases. Run a correlation between F2 and bitcoin and you will see what I mean. Forced liquidations and margin calls in crypto are leading to F2 share sales I underestimated how much exposure Fannie and Freddie ("F2") have to crypto not on balance sheet but in their shareholder bases. Run a correlation between F2 and bitcoin and you will see what"
X Link 2026-02-02T12:25Z [---] followers, [---] engagements

"Fannie Mae Freddie Mac FHFA Who is our GSE of pooled institutional credit for upgrading our grid and data center infrastructure. Fannie Mae for the electrical grid. @realDonaldTrump has been a great champion take it to the next level. Formal agency support or simple a division of Fannie Mae could accelerate AND sustain a deep capital market. I know a few people that could help accelerate this. What is our strategy @pulte @DavidSacks @realDonaldTrump @BitcoinPierre @smatthewschultz @saylor https://twitter.com/i/web/status/2018384790723129742 https://twitter.com/i/web/status/2018384790723129742"
X Link 2026-02-02T18:03Z [---] followers, [--] engagements

"@mikealfred @BitcoinAIGuy So why $open "
X Link 2026-02-02T21:48Z [---] followers, [---] engagements

"@brian_armstrong Question if banks/ through stablecoins are forced to compete for deposits. Could you/banks etc theoretically pay out interestrewards in bitcoin"
X Link 2026-02-02T21:55Z [---] followers, [--] engagements

"@mikealfred Lenders first. I like $BLNE - traditional mortgage co under $200m mc no debt white lablels to other mortgage co rev growth 🔥 integration into ice insiders buying AND. Originating equity sales for tokenization"
X Link 2026-02-03T17:35Z [---] followers, [---] engagements

"@SpecialSitsNews And the direct lenders red is the path to green for them. $rkt $betr $blne"
X Link 2026-02-03T18:47Z [---] followers, [---] engagements

"@pulte Now do $BLNE a mortgage originator that allows you to sell a TRUE fractional share of equity that utilizes tokenization for a funding mechanism"
X Link 2026-02-03T23:10Z [---] followers, [---] engagements

"Did @mikealfred pivot from $open to $BLNE or something Out of all seriousness - this part of the cycle equity gets killed but the lenders will originate"
X Link 2026-02-04T20:57Z [---] followers, [---] engagements

"@texasrunnerDFW @Kalshi No but a sitting US senator asked the treasury secretary today if we will. https://www.bankless.com/read/news/treasury-secretary-bessent-rejects-possibility-of-bitcoin-bailout https://www.bankless.com/read/news/treasury-secretary-bessent-rejects-possibility-of-bitcoin-bailout"
X Link 2026-02-04T22:21Z [---] followers, [--] engagements

"@BitcoinPierre Start with Fannie @saylor should consult @pulte to either 1)put bitcoin on the balance sheet 2)allow cross collateralized pooled MBS 3) individual cross collateralized mortgages"
X Link 2026-02-05T05:24Z [---] followers, [---] engagements

"Can we go back to @BillAckman and his Fannie Mae thesis"
X Link 2026-02-05T16:41Z [---] followers, [--] engagements

"@realMeetKevin Grant doubling down on optionality in a bear market unlike the @saylor put @GrantCardone is a rational actor. Is @saylor"
X Link 2026-02-05T17:48Z [---] followers, [---] engagements

"@scottmelker So when crypto crashes is hurts the us the most @BillAckman on Fannie Mae as to why its not at $50 per share"
X Link 2026-02-06T19:56Z [---] followers, [--] engagements

"RT @_Sgr_A_Star: $IREN $NBIS $CRWV $ORCL And the beat goes on. New 10-month high for the Nvidia H100 hourly rates. How at $2.40/hour"
X Link 2026-02-15T16:03Z [---] followers, [--] engagements

"$IREN $NBIS $CRWV $ORCL And the beat goes on. New 10-month high for the Nvidia H100 hourly rates. How at $2.40/hour. 👀 (As a reminder $IREN has [----] Hopper gen GPUs in their fleet [---] being H100) $IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. https://t.co/sfa8HvjegR $IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. https://t.co/sfa8HvjegR"
X Link 2026-02-15T03:11Z [----] followers, 32.4K engagements

"$IREN $NBIS $CRWV $ORCL New recent high for the hourly rate of NVIDIA H100 Hoppers. Now at $2.33/hr - is a many month high. Demand. $IREN insatiable /insSHb()l/adjective (of an appetite or desire) impossible to satisfy. Example sentence: AI has created insatiable demand for power and energy producers and distributors are racing to respond. https://t.co/m4slb66lMz $IREN insatiable /insSHb()l/adjective (of an appetite or desire) impossible to satisfy. Example sentence: AI has created insatiable demand for power and energy producers and distributors are racing to respond. https://t.co/m4slb66lMz"
X Link 2026-02-07T02:49Z [----] followers, 41.2K engagements

"RT @JasonPLowery: The solution to this threat is to put everything behind Bitcoin paywalls that reject all messages calls or emails unles"
X Link 2026-02-15T01:21Z [---] followers, [---] engagements

"The solution to this threat is to put everything behind Bitcoin paywalls that reject all messages calls or emails unless the sender also sends Bitcoin. It instantly becomes too economically costly for AI to spam the internet. By the way this was the original purpose of proof-of-work. Prediction: In less than [--] days all channels that we thought were safe from spam & automation will be so flooded that they will no longer be usable in any functional sense: iMessage phone calls Gmail. And we will have no way to stop it. Prediction: In less than [--] days all channels that we thought were safe from"
X Link 2026-02-14T05:56Z 155.3K followers, 136.3K engagements

"Prediction: In less than [--] days all channels that we thought were safe from spam & automation will be so flooded that they will no longer be usable in any functional sense: iMessage phone calls Gmail. And we will have no way to stop it"
X Link 2026-02-11T17:09Z 818.9K followers, 9M engagements

"America will use a stablecoin when @Costco says so. Was this a @SenLummis quote or did I make that up"
X Link 2026-02-06T17:57Z [---] followers, [--] engagements

"Did @SecScottBessent say he would bail out bitcoin or wouldnt"
X Link 2026-02-06T00:22Z [---] followers, [--] engagements

"PIMCO A New Tailwind for Agency MBS. Policy support is helping narrow mortgage spreads and valuations remain historically attractive. Portfolio manager Dan Hyman discusses the opportunity across agency mortgage backed securities (MBS) which offer high quality liquid exposure with defensive traits and compelling income potential. https://www.pimco.com/us/en/resources/video-library/media/a-new-tailwind-for-agency-mbs https://www.pimco.com/us/en/resources/video-library/media/a-new-tailwind-for-agency-mbs"
X Link 2026-02-05T22:38Z 3M followers, 31.4K engagements

"The quicker @saylor integrates as an insurance policy to other companies the sooner he can make revenue would would help their valuation and allow more bitcoin buys. Id encourage a collaboration between @pulte @saylor - saylor is best the best issuer of cheap long term optional debt the street has seen in a long time. Home owners could benefit Strategy could benefit and Fannie Mae could benefit A @FannieMae @MicroStrategy"
X Link 2026-02-05T18:53Z [---] followers, [--] engagements

"Can we go back to @BillAckman and his Fannie Mae thesis"
X Link 2026-02-05T16:41Z [---] followers, [--] engagements

"Welcome class of [----] should you graduate @saylor invites you to his keynote speech.Until then"
X Link 2026-02-05T04:42Z [---] followers, [--] engagements

"Asset Management is next for disruption. Today everyone is focused on SAAS and Payments due to AI and crypto. The next wave will be asset management wealth management Advisory. I WOULD BE ALL OVER THIS. Coinbase Asset Management is hiring across Capital Formation Trading Operations and more. Check out roles here: https://www.coinbase.com/careers/positions/6669415gh_jid=6669415 https://www.coinbase.com/careers/positions/6669415gh_jid=6669415"
X Link 2026-02-04T17:40Z [----] followers, 34.1K engagements

"Bitcoin is the TCP/IP of moneya foundational protocol not just an asset. Just as the internet revolutionized communication Bitcoin is transforming the very base layer of our financial system. Don't compete with it; build on top of it. #Bitcoin #FutureOfMoney"
X Link 2026-02-04T14:16Z 377.9K followers, 111.2K engagements

"Institutional Bitcoin adoption isn't a trend. It's infrastructure. When public companies add BTC to treasury when ETFs hit $100B+ AUM when pension funds allocate - you can't put that genie back in the bottle. The financial infrastructure for this shift Already built. Regulated. Scaled. Ready"
X Link 2026-02-04T04:28Z 35.6K followers, [----] engagements

"The lenders. $rkt $blne Someone knocked $doge down probably to buy more"
X Link 2026-02-03T15:33Z [---] followers, [---] engagements

"I think Ive underestimated $blne. one day Ill explain"
X Link 2026-02-02T22:23Z [---] followers, [----] engagements

"$IREN is building a 1.4GW bulk substation at Sweetwater Texas. The utility is providing a switchyard that is capable of transporting 3GW of power from the Texas grid to coops and wholesale clients in the region. So if the switch can handle 3GW then why are they expanding it"
X Link 2026-02-02T05:15Z 23K followers, 75.6K engagements

"I underestimated how much exposure Fannie and Freddie ("F2") have to crypto not on balance sheet but in their shareholder bases. Run a correlation between F2 and bitcoin and you will see what I mean. Forced liquidations and margin calls in crypto are leading to F2 share sales in the market. We don't own bitcoin but clearly in the short term we own a stock market proxy for bitcoin. In the short term the technicals can overweigh the fundamentals. F2 are a case study of that phenomenon"
X Link 2025-11-21T18:22Z 2M followers, 1.1M engagements

"$BLNE just announced that it amended the terms of its Series A convertible preferreds. These shares were originally not redeemable until July [--] [----] and at a conversion price of $1.75. Following the amendment these shares are immediately redeemable at $2.00 which reduces total potential dilution by 12%. Immediately following the amendment the holder of the Series A shares converted [-------] shares which resulted in the issuance of [------] new shares of $BLNE. Whats noteworthy is that Beeline committed to redeeming the balance of the Series A preferreds within the next [--] days for $2.5M. They"
X Link 2026-01-30T21:46Z [----] followers, 13.2K engagements

"I believe that $BLNE will begin to generate meaningful free cash flow in [----]. With a capital-light operating model that cash generation should create surplus capital even while the business scales. The first thing I think theyll do with excess capital is redeem its Series A convertible preferreds which would prevent the issuance of 1.8M additional common shares. In such case fully converted share count would decline to 34.5M versus the 36.3M number I regularly cite. (Capital overview attached) The second thing I think theyll do is move to consolidate the independent mortgage banking"
X Link 2026-01-16T13:29Z [----] followers, [----] engagements

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