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@WaterboyWalton Avatar @WaterboyWalton Waterboy Walton

Waterboy Walton posts on X about $btc, $asst, $mstr, mstr the most. They currently have XX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: X #

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Followers: XX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence finance cryptocurrencies stocks

Social topic influence $btc #3942, $asst #28, $mstr #363, mstr, holders #2058, $smlr, bitcoin, $66b, shield, insurance

Top assets mentioned Bitcoin (BTC) Strive, Inc. (ASST) Strategy (MSTR) Semler Scientific, Inc. (SMLR)

Top Social Posts #

Top posts by engagements in the last XX hours

"On the $ASST and $SMLR merger I'm really struggling to decide what the funniest outcome would be. I'm stuck between the deal getting cancelled or the terms being amended with $ASST doubling down on the retarded premium"
X Link @WaterboyWalton 2025-10-17T11:31Z XX followers, XXX engagements

"I swear this guy's tweets overflow with condescension and contempt for the ordinary person. God forbid you like to watch sports and aren't as rabid of a bitcoin acolyte you are apparently beneath him. $BTC $MSTR $ASST"
X Link @WaterboyWalton 2025-10-07T15:12Z XX followers, 1303 engagements

"@ActuallyClimber Ha thanks. So true. Utterly bizarre. I don't know how they can claim to be maximizing bitcoin-per-share while signing off on deal terms like that"
X Link @WaterboyWalton 2025-10-13T21:54Z XX followers, XXX engagements

"@ActuallyClimber @HermesLux Exactly. Super weird to pretend like there's no liquidation preference. There's no hypothetical way for the company to transfer the value of its $BTC holdings to the common holders without first paying the dividends/liquidation preference on the preferred"
X Link @WaterboyWalton 2025-10-17T21:33Z XX followers, XX engagements

"1. I don't understand your point on the $6.6B. Every marginal dollar raised from preferred holders is a marginal dollar of liquidation preference ahead of any common return of capital. X. If there was ever a real possibility of the common holders voting to do that the company's cost of capital would shoot up. There's no free lunch"
X Link @WaterboyWalton 2025-10-17T21:50Z XX followers, XX engagements

"Even leverage is not a clear "value" add. Generally capital structure doesn't affect firm value much though it's complicated. Leverage can add value through a tax shield.but considering you're already facing an added layer of taxation when getting $BTC exposure through a treasury company (vs. just buying $BTC yourself) so that's not exactly a great point in favor of leverage. Leverage might add to firm value through other means but even then it doesn't come anywhere close to justifying a 2x mNAV (especially when debt/assets is like 20%). In my mind any benefit from leverage is more than"
X Link @WaterboyWalton 2025-10-15T23:30Z XX followers, XX engagements

"I can't tell if he's being intentionally obtuse or if he seriously can't understand the difference between insurance and a debt arrangement. "Chief Risk Officer" though. 🙄 $MSTR $BTC $ASST"
X Link @WaterboyWalton 2025-10-15T01:08Z XX followers, 1313 engagements

"I'm not exactly sure if this is the same point but your post reminds me of the arbitrage possibility pointed out by Modigliani and Miller. I still think it's funny that people think that leverage justifies a meaningful premium to NAV. It could justify some premium but generally capital structure doesn't affect firm value very much (especially for companies like $MSTR where the benefits of a tax shield are outweighed by double taxation which you obviously avoid buying $BTC yourself)"
X Link @WaterboyWalton 2025-10-17T21:57Z XX followers, XXX engagements