@LLVICapital Avatar @LLVICapital LLVI Capital

LLVI Capital posts on X about $vnom, link, $tpl, $lb the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

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Mentions: [--] #

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Followers: [--] #

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Social Influence

Social category influence stocks cryptocurrencies finance

Social topic influence $vnom #2, link, $tpl #31, $lb #18, article, royalty, share, yield, $wbi #9, we are

Top accounts mentioned or mentioned by @wolfofwalkerst @llvicapitalnotec192758789utmsourcenotesshareactionr6vx8ac

Top assets mentioned Viper Energy Partners LP (VNOM) Texas Pacific Land, Corp. (TPL) LandBridge Company LLC (LB) WaterBridge Infrastructure LLC (WBI) Digital Realty Trust Inc (DLR) Saber (SBR) Triple Flag Precious Metals Corp. (TFPM) Bitcoin (BTC)

Top Social Posts

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

"The advantages of being behind the grid. $TPL $LB $WBI $VNOM https://www.washingtonexaminer.com/policy/energy/4415593/trump-tech-companies-data-center-consumption/ https://www.washingtonexaminer.com/policy/energy/4415593/trump-tech-companies-data-center-consumption/"
X Link 2026-01-13T11:49Z [--] followers, [---] engagements

"Pleased to share our first article on Viper Energy $VNOM which we view as a high-conviction energy royalty long. The article also mentions $TPL $LB. Please subscribe to receive email updates. Link: https://open.substack.com/pub/llvicapital/p/our-highest-conviction-us-energyr=6vx8ac&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/llvicapital/p/our-highest-conviction-us-energyr=6vx8ac&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-14T18:05Z [--] followers, [----] engagements

"Last night we published our first article on $VNOM in the Permian. We are amazed this asset does not receive more attention. It should in our view. $TPL $LB $SBR $PBT Pleased to share our first article on Viper Energy $VNOM which we view as a high-conviction energy royalty long. The article also mentions $TPL $LB. Please subscribe to receive email updates. Link: https://t.co/jreDQsvbS0 https://t.co/UYwhTqef4B Pleased to share our first article on Viper Energy $VNOM which we view as a high-conviction energy royalty long. The article also mentions $TPL $LB. Please subscribe to receive email"
X Link 2025-12-15T13:48Z [--] followers, [---] engagements

"Factoring the $470 million minerals acquisition in 4Q25 $TPL should generate about $600 million of FCF in [----] (prior to nominal WC adjustments). Conceivably could see the dividend raised 25%+ y/y and see no degradation in FCF/dividend coverage. $LB $WBI $VNOM $PBT"
X Link 2026-01-23T23:45Z [--] followers, [---] engagements

"Does $VNOM deserve its multiple/FCF yield discount to Canadian energy royalty $PSK.TO Perhaps the full delta does not close over time but what if it simply narrows Pleased to share our first article on Viper Energy $VNOM which we view as a high-conviction energy royalty long. The article also mentions $TPL $LB. Please subscribe to receive email updates. Link: https://t.co/jreDQsvbS0 https://t.co/UYwhTqef4B Pleased to share our first article on Viper Energy $VNOM which we view as a high-conviction energy royalty long. The article also mentions $TPL $LB. Please subscribe to receive email"
X Link 2025-12-15T23:02Z [--] followers, [---] engagements

"@wolfofwalkerst Just another Permian Royalty option. Was making the point that $VNOM is unique now in the U.S. as a public c-corp energy royalty option. As opposed to a trust LP etc"
X Link 2025-12-17T16:24Z [--] followers, [--] engagements

"We posted our second article today addressing what we DO NOT look for. Told through the lens of $DLR. Link: https://open.substack.com/pub/llvicapital/p/investible-vs-investabler=6vx8ac&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/llvicapital/p/investible-vs-investabler=6vx8ac&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-05T13:55Z [--] followers, [---] engagements

"Some thoughts on $DLR. Again we do not consider ourselves to be traders. We are looking for names that are long-term compounders on the long side that do not require a ton of brain damage. It's just not a good business and no management team is perfect. We posted our second article today addressing what we DO NOT look for. Told through the lens of $DLR. Link: https://t.co/s9vbH1ejCt https://t.co/eAtbVXqcnp We posted our second article today addressing what we DO NOT look for. Told through the lens of $DLR. Link: https://t.co/s9vbH1ejCt https://t.co/eAtbVXqcnp"
X Link 2026-01-05T20:46Z [--] followers, [--] engagements

"$TFPM is conservatively targeting 145K annual GEOs within [--] years. If one assumes $10k/oz Au by then + an 80% FCF margin the current market cap implies a 16.5% FCF yield on cost by the end [----]. $15k/oz = 25% FCF yield on cost. The largest precious metal royalty/streaming companies trade at LSD to MSD FCF yields on current production. https://twitter.com/i/web/status/2017595221937197079 https://twitter.com/i/web/status/2017595221937197079"
X Link 2026-01-31T13:46Z [--] followers, [---] engagements

"$TFPM is conservatively targeting 145K annual GEOs within [--] years. If one assumes $10k/oz Au by then + an 80% FCF margin the current market cap implies a 16.5% FCF yield on cost by the end [----]. $15k/oz = 25% FCF yield on cost. The largest precious metal royalty/streaming companies trade at LSD to MSD FCF yields on current production. https://twitter.com/i/web/status/2017595221937197079 https://twitter.com/i/web/status/2017595221937197079"
X Link 2026-01-31T13:46Z [--] followers, [---] engagements

"Factoring the $470 million minerals acquisition in 4Q25 $TPL should generate about $600 million of FCF in [----] (prior to nominal WC adjustments). Conceivably could see the dividend raised 25%+ y/y and see no degradation in FCF/dividend coverage. $LB $WBI $VNOM $PBT"
X Link 2026-01-23T23:45Z [--] followers, [---] engagements

"The advantages of being behind the grid. $TPL $LB $WBI $VNOM https://www.washingtonexaminer.com/policy/energy/4415593/trump-tech-companies-data-center-consumption/ https://www.washingtonexaminer.com/policy/energy/4415593/trump-tech-companies-data-center-consumption/"
X Link 2026-01-13T11:49Z [--] followers, [---] engagements

"Some thoughts on $DLR. Again we do not consider ourselves to be traders. We are looking for names that are long-term compounders on the long side that do not require a ton of brain damage. It's just not a good business and no management team is perfect. We posted our second article today addressing what we DO NOT look for. Told through the lens of $DLR. Link: https://t.co/s9vbH1ejCt https://t.co/eAtbVXqcnp We posted our second article today addressing what we DO NOT look for. Told through the lens of $DLR. Link: https://t.co/s9vbH1ejCt https://t.co/eAtbVXqcnp"
X Link 2026-01-05T20:46Z [--] followers, [--] engagements

"We posted our second article today addressing what we DO NOT look for. Told through the lens of $DLR. Link: https://open.substack.com/pub/llvicapital/p/investible-vs-investabler=6vx8ac&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/llvicapital/p/investible-vs-investabler=6vx8ac&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-05T13:55Z [--] followers, [---] engagements

"Brief post on $BTC. The factual evidence does NOT yet support the idea that AI/HPC is undermining network security. https://substack.com/@llvicapital/note/c-192758789utm_source=notes-share-action&r=6vx8ac https://substack.com/@llvicapital/note/c-192758789utm_source=notes-share-action&r=6vx8ac"
X Link 2025-12-29T14:01Z [--] followers, [--] engagements

"RT @LLVICapital: Does $VNOM deserve its multiple/FCF yield discount to Canadian energy royalty $PSK.TO Perhaps the full delta does not c"
X Link 2025-12-16T15:49Z [--] followers, [--] engagements

"Does $VNOM deserve its multiple/FCF yield discount to Canadian energy royalty $PSK.TO Perhaps the full delta does not close over time but what if it simply narrows Pleased to share our first article on Viper Energy $VNOM which we view as a high-conviction energy royalty long. The article also mentions $TPL $LB. Please subscribe to receive email updates. Link: https://t.co/jreDQsvbS0 https://t.co/UYwhTqef4B Pleased to share our first article on Viper Energy $VNOM which we view as a high-conviction energy royalty long. The article also mentions $TPL $LB. Please subscribe to receive email"
X Link 2025-12-15T23:02Z [--] followers, [---] engagements

"Pleased to share our first article on Viper Energy $VNOM which we view as a high-conviction energy royalty long. The article also mentions $TPL $LB. Please subscribe to receive email updates. Link: https://open.substack.com/pub/llvicapital/p/our-highest-conviction-us-energyr=6vx8ac&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/llvicapital/p/our-highest-conviction-us-energyr=6vx8ac&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-14T18:05Z [--] followers, [----] engagements

"Last night we published our first article on $VNOM in the Permian. We are amazed this asset does not receive more attention. It should in our view. $TPL $LB $SBR $PBT Pleased to share our first article on Viper Energy $VNOM which we view as a high-conviction energy royalty long. The article also mentions $TPL $LB. Please subscribe to receive email updates. Link: https://t.co/jreDQsvbS0 https://t.co/UYwhTqef4B Pleased to share our first article on Viper Energy $VNOM which we view as a high-conviction energy royalty long. The article also mentions $TPL $LB. Please subscribe to receive email"
X Link 2025-12-15T13:48Z [--] followers, [---] engagements

"Our intro post at LLVI Capital. First company write-up coming shortly Link: https://open.substack.com/pub/llvicapital/p/greetings-from-llvi-capitalr=6vx8ac&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/llvicapital/p/greetings-from-llvi-capitalr=6vx8ac&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-11T15:07Z [--] followers, [--] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:


Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:


Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:


Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:


Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing