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@SmithsonBrennan Avatar @SmithsonBrennan Brennan Smithson

Brennan Smithson is not mentioned in the provided tweets. However, MicroStrategy ($MSTR) is being discussed, with some users expressing concerns about the company's strategy, particularly its use of at-the-market (ATM) offerings to fund its Bitcoin investments, which may be dilutive to shareholders. The discussion also touches on issues of censorship and free speech in online communities.

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Social Influence #

Social category influence cryptocurrencies #6383 stocks XXXX% finance XXXX%

Social topic influence bitcoin #2482, $mstr #53, $mtplf #59, $naka #26, saylor 2.14%, mstr #25, $asst #43, has been 1.28%, over the 1.28%, $swc #4

Top accounts mentioned or mentioned by @joshmandell6 @saylor @strategy @cryptodaddy21m @gophergutzzz @e055michel1842 @ryancohen @stackandchill @btcbreadman @adrianrmorris @bitcoinrachy @elonmusk @contingencybtc @thebtctherapist @hillerydan @comic @picklefingers38 @braveheartbrake @dumimo @adrian_r_morris

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Metaplanet Inc. (MTPLF) Nakamoto Games (NAKA) Strive, Inc. (ASST) Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM) CEREAL (CEP) Bostrom (BOOT) Semler Scientific, Inc. (SMLR) Bullish (BLSH) Dave Inc. Class A Common Stock (DAVE)

Top Social Posts #

Top posts by engagements in the last XX hours

"Its obvious there has been a drastic drop in IQ over the last XX months. $MSTR $MTPLF $CEP $NAKA $ASST $SQNS $CEPO $CCCM"
X Link @SmithsonBrennan 2025-09-17T17:53Z 1854 followers, XXX engagements

"@Entouarnt4 @saylor @digitalphong To clarify though Phong is the one that stated he believed the equity should be trading at $1000/share on the last earnings call"
X Link @SmithsonBrennan 2025-10-14T23:00Z 1845 followers, XX engagements

"@Potts_01 @indieopshin @nztester Im in the same position of not knowing if it is fixable at this point. I think people thought that Bitcoin succeeding was synonymous with $MSTR succeeding and misjudged the risks"
X Link @SmithsonBrennan 2025-10-15T01:00Z 1845 followers, XX engagements

"@JoshMandell6 At the same time they will say EVERYTHING goes to zero against Bitcoin. So $MSTR or any other BTCTC for that matter should be assumed to underperform Bitcoin"
X Link @SmithsonBrennan 2025-10-13T22:49Z 1846 followers, 1061 engagements

"Hoarding X% of the total Bitcoin supply without providing any real value to the world is not a brag in my opinion. Paraphrasing @LynAldenContact the NGU aspect of Bitcoin is one of the most boring"
X Link @SmithsonBrennan 2025-10-14T23:55Z 1846 followers, XXX engagements

"This ATM-style facility is the base layer of our capital raising strategy & the lifeblood of a healthy BTCTC. In my personal opinion after a harsh sector-wide mNAV compression over the last XX weeks this is what a vibrant BTCTC looks like. It genuinely pains me to say this because I have been a fan of @Croesus_BTC for a long time. But this statement is a reflection of the sad and pathetic state of affairs that the BTCTC space has become to embody. 1.) This ATM-style facility is the base layer of our capital raising strategy. Meaning they have no real model to obtain capital to purchase"
X Link @SmithsonBrennan 2025-09-23T20:01Z 1850 followers, 2260 engagements

"I think the earnings call in X weeks better address every single issue to the Nth degree that has arisen over the last year and their actions better follow suit to every word spoken or the last shred of integrity and dignity will be lost. This upcoming earnings call will be their iPhone moment. Its time to sink or swim. The blood will be on Saylors hands if he fails to execute"
X Link @SmithsonBrennan 2025-10-14T21:15Z 1846 followers, XX engagements

"I would argue that they executed in a much more reasonable manner than the pure play BTCTCs. They are using it as a treasury reserve asset vs. a business model which I think is the way forward in this space. Regardless they still boast a top XX Bitcoin corporate treasury in the world"
X Link @SmithsonBrennan 2025-10-14T21:07Z 1854 followers, XX engagements

"@b_kochkodin @JoshMandell6 $MSTR = Jonestown 2.0"
X Link @SmithsonBrennan 2025-10-13T22:40Z 1850 followers, XX engagements

"I agree. I dont exactly remember when I got in but it was awhile before the stock split. I exited my position entirely 1-2 months ago. The mNAV guidance was the final straw for me. People seem to have a difficult time conflating MicroStrategy and Strategy when they are two entirely different trades"
X Link @SmithsonBrennan 2025-10-14T21:56Z 1846 followers, XX engagements

"@picklefingers38 I honestly do not think anyone will go to prison. I think they will just all be exposed as false prophets be stripped of any integrity and cast out like lepers from the Bitcoin community"
X Link @SmithsonBrennan 2025-10-14T21:00Z 1846 followers, XX engagements

"Since this post X weeks ago. $MTPLF: -XX% $NAKA: -XXXX% $SWC: -35%"
X Link @SmithsonBrennan 2025-10-14T19:48Z 1846 followers, 1275 engagements

"Its rather unfortunate that $MTPLF is down XX% while $BOOT is up XX% in the last X months. One diluted shareholders with a XXX% increase in outstanding shares during a XX month period and one clothes the hardworking blue collar American. Proof of Work Proof of Dilution"
X Link @SmithsonBrennan 2025-09-26T00:05Z 1854 followers, 1584 engagements

"@comic @PunterJeff We are just early 🤣"
X Link @SmithsonBrennan 2025-10-13T15:30Z 1846 followers, XXX engagements

"You are not the audience I am targeting. I would say you have very reasonable exposure and risk management practices in play. I advocate that BTC in cold storage is the priority and best practices. If people want to dabble in $MSTR that is fine. However they need to realize that MicroStrategy and Strategy are completely different trades. Past performance does not guarantee future results"
X Link @SmithsonBrennan 2025-10-15T01:59Z 1845 followers, XXX engagements

"$MSTR holders are aware they are the income right Right"
X Link @SmithsonBrennan 2025-10-14T19:38Z 1846 followers, XXX engagements

"Life is better with no exposure to Bitcoin Treasury Companies $MSTR $MTPLF $SWC $NAKA $ASST $SQNS $SMLR $CEPO $BLSH $CCCM"
X Link @SmithsonBrennan 2025-10-14T16:35Z 1846 followers, XXX engagements

"Saylors Greatest Mistake For the last several years @saylor has been revered as a Bitcoin evangelist. From the White House boardrooms and conference after conference he has preached to garner Bitcoin adoption. Particularly targeting adoption by governments large corporations and billionaires. However his Bitcoin for Corporations presentations mostly fell on deaf ears. And this is exactly where his plan backfired and derailed the business model. Instead of $MSFT $AMZN and $AAPL adding Bitcoin to their corporate treasuries he enticed a new class of zombie companies to employ his strategy. This"
X Link @SmithsonBrennan 2025-10-10T15:00Z 1854 followers, XXX engagements

"So if $ASST goes under does that mean no one will have to listen to @MSTRTrueNorth ever again Asking for a friend"
X Link @SmithsonBrennan 2025-10-10T20:48Z 1846 followers, 2217 engagements

"Im waiting for the day when they remove the 3M return from the dashboard. Then eventually they will have to remove the 1Y because it will be underperforming Bitcoin at that point as well. Then the only logistical timeframe left is the BSE return which will be used as a crutch forever as the $MSTR anomaly slowly dies"
X Link @SmithsonBrennan 2025-10-13T22:37Z 1852 followers, XXX engagements

"As if no one could have predicted the incentives would have gotten more askew and perverse as more competition entered this space. As soon as Saylor introduced the initial 21/21 plan it was lights out for this sector before it even began. Obtaining Bitcoin without Proof of Work was never going to work. The incentive structures are not aligned. Thus this outcome should have been foreseen by most Bitcoiners. However when several of the most influential Bitcoiners began joining these companies the majority of Bitcoiners let their guard down and viewed it as kosher. Unfortunately they were not"
X Link @SmithsonBrennan 2025-10-13T21:55Z 1846 followers, XXX engagements

"I just think that ship has sailed. That was the approach they took on the last earnings call and knocked it out of the park only to shit the bed 2-3 weeks later. Words mean nothing at this point. Im interested to see how Saylor addresses the X mNAV possibility because he was treated the topic so nonchalantly and like it is an impossibility. As far as Im concerned there has been minimal proactiveness to prepare for the scenario"
X Link @SmithsonBrennan 2025-10-15T00:39Z 1846 followers, XX engagements

"$BTC Principle #3 seems a little disingenuous. Hopefully $MSTR investors have done their own due diligence. But for those that have not I will be transparent with you. The recent mass marketing of the Preferred Equities should be of great concern for all $MSTR shareholders. Why you may ask Simple. Reason 1: As a $MSTR shareholder you are directly diluted to raise the income to pay the dividends on the Preferred offerings. This has occurred consistently at lower and lower mNAVs effectively capping any upside ceiling. Reason 2: If you are a believer in BTC/Share every issuance of Preferred"
X Link @SmithsonBrennan 2025-10-14T20:50Z 1846 followers, 1975 engagements

"@Entouarnt4 @saylor @digitalphong Probably still thinking that the equity deserves to be trading at $1000"
X Link @SmithsonBrennan 2025-10-14T22:44Z 1845 followers, XX engagements

"Saylor is making the obvious glaringly clear. Why would you buy anything besides Bitcoin The writing is on the wall for $MSTR for those that can read between the lines"
X Link @SmithsonBrennan 2025-10-14T23:57Z 1846 followers, XXX engagements

"I dont know which is worse This made up metric trying to rationalize $MSTR underperformance or $NAKA trying to make up indirect Bitcoin per share. If the business model is working the share price speaks for itself. These fugazi metrics people keep making up are getting more ludicrous by the day. Grasping at straws for any means of justification. The market does not like endless dilution and is not going to reward it. Plain and simple"
X Link @SmithsonBrennan 2025-10-04T01:01Z 1854 followers, XXX engagements

"@smooth_btc They will be cast out in due time. Just wait and see"
X Link @SmithsonBrennan 2025-10-14T23:58Z 1846 followers, XX engagements

"As much as I enjoy the content @JoshMandell6 brings to this space I did have to fade him on this one. I could never justify giving @saylor another dollar to burn or a minute of my time. @Strategy is officially a shell of MicroStrategy and should be treated accordingly"
X Link @SmithsonBrennan 2025-10-07T15:19Z 1854 followers, XXX engagements

"More importantly do NOT confuse MicroStrategy with Strategy. The market has spoken and the facts are the facts. Past performance does not guarantee future results. They are not the same company therefore must be analyzed differently"
X Link @SmithsonBrennan 2025-10-10T14:27Z 1854 followers, 1265 engagements

"Mainly resentment if its only one way. $MSTR $MTPLF $ASST $NAKA $SWC"
X Link @SmithsonBrennan 2025-10-08T02:07Z 1854 followers, 1499 engagements

"@comic I guess Dave doesnt understand BTC/share 🤣"
X Link @SmithsonBrennan 2025-10-13T23:10Z 1854 followers, XX engagements