@alphafortuna10 Avatar @alphafortuna10 Frankie

Frankie posts on X about bitcoin, $hrun, reit, $mtplf the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 34% stocks 34% cryptocurrencies 26% currencies 6% travel destinations 4% countries 4% nfl 2% exchanges 1% technology brands 1%

Social topic influence bitcoin 20%, $hrun #3, reit #148, $mtplf 7%, $mstr #580, in the 6%, debt 5%, $mpjpy 4%, balance sheet 4%, $apun 4%

Top accounts mentioned or mentioned by @dylanleclair @tsxman @gerovich @xlancebryantx @actuallyclimber @metaplanet @nitherdither @michalispolakis @bubleqe @nuggetcapital @fons889 @sportellosprea1 @rook86 @rajatsoni @robertclayson3 @dampedspring @zynxbtc @mckhristina @80iqmindset @punterjeff

Top assets mentioned Bitcoin (BTC) Metaplanet Inc. (MTPLF) Strategy (MSTR) Strategy Incorporated (STRF) GOU (GOU) Alphabet Inc Class A (GOOGL) Caduceus Protocol (CAD) Royal Bank of Canada (RY)

Top Social Posts

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

"Chris always notices the small details. This is why we love you @tsxman. A restricted rating means the bank cant publish an opinion due to compliance or deal involvement. I smell a deal announcement coming 🍿 (not a huge surprise for anyone paying close attention to $HR.UN) Interesting to note in CIBC's updated report that $HR.UN #REIT is now under restricted. Something going on there Still decent opportunity in a lot of names although a number have disappeared and/or tightened. https://t.co/Tdz8LBYr1D Interesting to note in CIBC's updated report that $HR.UN #REIT is now under restricted."
X Link 2026-02-04T13:53Z [---] followers, [----] engagements

"Top [--] holdings: S&P [---] (VFV) Bitcoin/IBIT H&R Reit $HR.UN Metaplanet $MPJPY"
X Link 2026-01-10T17:24Z [---] followers, [---] engagements

"Huge influx of capital into my IBKR margin account yesterday. It appears most of the tax withheld on $MSTY dividends was returned to me - I imagine because the dividends were largely classified as return of capital"
X Link 2026-01-27T15:12Z [---] followers, [---] engagements

"@gerovich Unapologetically executing on the white paper published on May [--] [----]. Onward 🫡 🧡 https://metaplanet.jp/disclosure/metaplanet-official-disclosure.pdf https://metaplanet.jp/disclosure/metaplanet-official-disclosure.pdf"
X Link 2026-02-01T02:14Z [----] followers, [----] engagements

"@michalispolakis @BubleQe @Sportellosprea1 @tsxman @NuggetCapital @rook86 @xLanceBryantx Good to hear bro"
X Link 2026-02-12T03:35Z [----] followers, [--] engagements

"@JesseKobernick Oh it's leverage/debt. That's what those interest payments are. 😆"
X Link 2026-02-13T03:22Z [---] followers, [--] engagements

"@ActuallyClimber @Rajatsoni Issuing STRC is pure BTC yield - numerator increases denominator unchanged"
X Link 2026-02-13T03:27Z [---] followers, [--] engagements

"@ActuallyClimber @Rajatsoni Sorry yes. BTC per share increases. More Bitcoin same fully diluted shares"
X Link 2026-02-13T04:07Z [---] followers, [--] engagements

"@xLanceBryantx Think bigger and more long-term. The entire $MSTR cap stack incl $STRC will eventually be subordinate to $STRF"
X Link 2026-02-15T20:20Z [---] followers, [--] engagements

"Good morning Canadian real estate investor seeking US residential exposure $GO.UN $HR.UN Updated CIBC #REIT guide for resi. Newly listed $GO.U looking like the most attractive residential name to me now as it sold off post IPO likely on the Mamdani fears w/ wide institutional/insider buying at $15 (IPO price). 6.5% implied cap $940k/unit in NYC's Upper East Side. https://t.co/9amQafMLVa Updated CIBC #REIT guide for resi. Newly listed $GO.U looking like the most attractive residential name to me now as it sold off post IPO likely on the Mamdani fears w/ wide institutional/insider buying at $15"
X Link 2026-02-04T14:11Z [---] followers, [----] engagements

"RT @tsxman: $HR.UN reports tmrw. Has been seeing large [--] figure block trades all year into today. Will Hoftstedter announce a US multifam s"
X Link 2026-02-11T22:37Z [---] followers, [--] engagements

"@RobertClayson3 @BubleQe @michalispolakis @Sportellosprea1 @tsxman @NuggetCapital @rook86 @xLanceBryantx $HR.UN earnings tomorrow may be more exciting than the typical REIT earnings - but the opposite kind of exciting than $AP.UN's earnings today. 🫠🔫 Perhaps exciting isn't the perfect word - rather tomorrow night will be "entertaining" 🍿"
X Link 2026-02-12T03:07Z [---] followers, [----] engagements

"Long live $STRF 👑 Built for Kings and Empire-builders. Our plan is to equitize our convertible debt over the next [--] years. Our plan is to equitize our convertible debt over the next [--] years"
X Link 2026-02-15T19:51Z [---] followers, [---] engagements

"When people trip out about $MSTR Strategy's leverage. Like have you seen the balance sheet. @dampedspring It doesn't matter at all. Strategy's balance sheet is a fortress. There is only $6B of net-debt with maturity risk against a sizable stack of Bitcoin (at any price). @dampedspring It doesn't matter at all. Strategy's balance sheet is a fortress. There is only $6B of net-debt with maturity risk against a sizable stack of Bitcoin (at any price)"
X Link 2026-01-31T22:45Z [---] followers, [---] engagements

"Great report regarding Bitcoin with specific analysis of Bitcoin Treasury companies. Worth the read. https://epochvc.io/pdf/Epoch-Bitcoin-Ecosystem-Report-2026.pdf https://epochvc.io/pdf/Epoch-Bitcoin-Ecosystem-Report-2026.pdf"
X Link 2026-02-16T15:28Z [---] followers, [--] engagements

"$MTPLF to issue via private placement $150M (at face value) of their new convertible preferred MERCURY at [---] per share a 10% discount to face value with an effective yield of 5.45% (4.9% at face value). 🚀 👨🏻🚀 Today we announced MERCURY our new Class B perpetual preferred equity. 4.9% fixed dividend. [----] conversion price. A new step in scaling Metaplanets Bitcoin treasury strategy. https://t.co/UtnHA2lPRE Today we announced MERCURY our new Class B perpetual preferred equity. 4.9% fixed dividend. [----] conversion price. A new step in scaling Metaplanets Bitcoin treasury strategy."
X Link 2025-11-20T11:10Z [---] followers, [---] engagements

"Holding my $MTPLF 🫡 We are HODLing. ✊ We are HODLing. ✊"
X Link 2025-11-22T00:40Z [---] followers, [---] engagements

"He's doing it 🍿 "Additionally the REIT intends to apply to the Toronto Stock Exchange for approval to commence a NCIB and may use up to $200 million of the newly created debt capacity over time to repurchase units pursuant to any such NCIB." $HR.UN Tom should sign a deal ASAP and start hammering the NCIB. It's the obvious move now. https://t.co/LJ5UGcfFyg $HR.UN Tom should sign a deal ASAP and start hammering the NCIB. It's the obvious move now. https://t.co/LJ5UGcfFyg"
X Link 2025-11-25T15:04Z [----] followers, [---] engagements

"Thesis: Tom is in the process of liquidating the illiquid component of $HR.UN's portfolio Tom has said: - $2.6B of dispositions - there were holes to plug for complete REIT deal Using TDs breakdown attached we have an asset breakdown for the $1.7B sold ($0.57B of office) x/2"
X Link 2025-11-26T16:27Z [---] followers, [----] engagements

"Therefore we don't have an asset breakdown for $890M of sales ($2.6B - $1.71B). We also know $1.5B (see slide below) - $0.57B (see prior post) which is $930M is to be sold per Tom. My speculative opinion is that the remaining $890M of deals are for office assets. x/3"
X Link 2025-11-26T16:27Z [---] followers, [---] engagements

"$MTPLF's Mercury is a 1-for-1 convertible preferred with an implied call at 1k paying 4.9% fixed on 1k par issued at [---] for a 5.4% effective yield - cumulative paid quarterly - junior to Mars and senior to common - callable by Metaplanet after [--] years - no voting rights. Today we announced MERCURY our new Class B perpetual preferred equity. 4.9% fixed dividend. [----] conversion price. A new step in scaling Metaplanets Bitcoin treasury strategy. https://t.co/UtnHA2lPRE Today we announced MERCURY our new Class B perpetual preferred equity. 4.9% fixed dividend. [----] conversion price. A new step"
X Link 2025-11-30T00:50Z [---] followers, [---] engagements

"$MTPLF X space below 👇🏻 tldr: @DylanLeClair vs. Metaplanet FUD https://t.co/EnN4haGTsa https://t.co/EnN4haGTsa"
X Link 2025-11-30T15:07Z [---] followers, [---] engagements

"$MSTR is a bet on Bitcoin. 🚀 🔥 @ZynxBTC https://t.co/tR7ZRrUfDS @ZynxBTC https://t.co/tR7ZRrUfDS"
X Link 2025-12-04T14:23Z [---] followers, [---] engagements

"@BTCBULLRIDER "time arbitrage" 🤔 Lol wtf. It's called a bridge loan and yes I believe you are correct in your theory -- before you started to creatively make up financial terms. 😆"
X Link 2025-12-10T05:30Z [---] followers, [--] engagements

"@DylanLeClair Voted all shares FOR all [--] proposals. 🫡🚀"
X Link 2025-12-11T21:51Z [---] followers, [---] engagements

"Floor-crossing MPs make elections feel pointless and the system corrupt. Canadians never chose this yet were stuck with it. The only upside Its fantastic for my huge short on the CAD. ✔ Long: Bitcoin US assets & businesses ❌ Short: CAD JPY Michael Ma was elected as a Conservative by the constituents of Markham-Unionville to fight against Liberal inflationary spending driving up the cost of living in his community. Today he chose to endorse the very policies he was elected to oppose. The same policies driving up Michael Ma was elected as a Conservative by the constituents of Markham-Unionville"
X Link 2025-12-12T18:47Z [---] followers, [---] engagements

"@mc_khristina Metaplanet"
X Link 2025-12-20T20:22Z [---] followers, [---] engagements

"@DylanLeClair @Metaplanet Shareholders vote 'go go go'"
X Link 2025-12-22T05:13Z [---] followers, [----] engagements

"@Fons889 My Bitcoin portfolio on a equity basis is roughly 50% BTC/IBIT 20% MSTR & MSTY and 30% Metaplanet. The MSTY component is levered up so those numbers slightly shift on a gross basis"
X Link 2025-12-27T02:29Z [---] followers, [---] engagements

"@Fons889 Metaplanet lower cost of capital. Don't overcomplicate it brother"
X Link 2025-12-27T20:01Z [---] followers, [--] engagements

"@Fons889 Yet Prefs approved by shareholders. PB already issued via private placement. And what can we expect: Pref A pre-IPO private placement imminent. Pref B and A IPO imminent. Level II ADR imminent. NOVA imminent. Bitcoin NGU imminent"
X Link 2025-12-28T04:53Z [---] followers, [--] engagements

"@TimKotzman That was [----] (Metaplanet)"
X Link 2025-12-28T21:17Z [---] followers, [---] engagements

"@StefanGeorgi The Minnesota Somalians appreciate your financial contribution"
X Link 2025-12-29T01:50Z [---] followers, [----] engagements

"@DylanLeClair @DHSgov Dylan LeClair for President"
X Link 2025-12-31T22:14Z [----] followers, [---] engagements

"@gerovich @DylanLeClair Happy New Year Metaplanet fam"
X Link 2026-01-01T03:22Z [----] followers, [---] engagements

"@thebtcpharaoh Metaplanet = max cost efficiency MSTR = max Bitcoin exposure"
X Link 2026-01-01T17:42Z [---] followers, [---] engagements

"@benonwine We need this in Toronto @TorontoPolice"
X Link 2026-01-01T21:48Z [---] followers, [--] engagements

"@ZynxBTC The ultimate JPY carry trade: Buy [----] via JPY leverage at sub-2% borrow cost"
X Link 2026-01-02T23:19Z [---] followers, [---] engagements

"@StrategyMaxi I prefer 100% liabilities to be in JPY rather than 5% JPY and 95% USD. Metaplanet Strategy in terms of cost of capital efficiency. Sorry"
X Link 2026-01-03T15:02Z [----] followers, [---] engagements

"@tsxman I would like to see both Riocan $REI.UN and Allied $AP.UN sell their residential portfolios at fair/attractive valuations/implied cap rates as intended. The only two REITs I own aside from H&R $HR.UN"
X Link 2026-01-06T02:29Z [----] followers, [---] engagements

"Most people do not appear to realize the advantage of higher scrutiny and attention now on Alan Eck. I think it will be a fair game with the better team coming out on top (#Niners). This is crazy: The head referee for The #49ers Vs #Eagles is a lifelong Eagles fan who grew up [--] hours from Philadelphia 😳 Thoughts H/T @PHLEaglesNation https://t.co/HR3h6ZPA9L This is crazy: The head referee for The #49ers Vs #Eagles is a lifelong Eagles fan who grew up [--] hours from Philadelphia 😳 Thoughts H/T @PHLEaglesNation https://t.co/HR3h6ZPA9L"
X Link 2026-01-07T05:45Z [----] followers, [---] engagements

"@ccioli90 @danielfoch Lol good luck finding a multi- res investment with a cap rate greater than inflation of say 7%. 😆 Possible but very few are sophisticated enough to find these investments"
X Link 2026-01-07T13:47Z [----] followers, [--] engagements

"@btc_overflow Did some say Metaplanet"
X Link 2026-01-07T16:30Z [----] followers, [---] engagements

"@MWG_Jamie @NuggetCapital REIT* only buy $HR.UN 😆"
X Link 2026-01-08T15:34Z [----] followers, [---] engagements

"@dRiskDave I helped my parents achieve generational wealth before retiring last year. Now I spend every day encouraging them to spend and enjoy it all because I don't want a penny from them. ❤"
X Link 2026-01-09T16:08Z [----] followers, [---] engagements

"@NitherDither @mikewmunz Metaplanet aims to do literally exactly this with Mercury - albeit much lower rate and a weaker currency - despite the unfair advantages of Metaplanet it's same-same"
X Link 2026-01-10T00:57Z [----] followers, [---] engagements

"@NitherDither @hillery_dan STRF is the safest thing in the world to a Bitcoiner seeking income"
X Link 2026-01-10T01:04Z [----] followers, [--] engagements

"Christian McCaffrey is by far Purdy's favourite and most talented RECEIVER with Kittle and Pearsall out"
X Link 2026-01-12T02:42Z [----] followers, [---] engagements

"@SidSuri @btcjvs As an owner of $GOOG I approve of this message. 👍🏻"
X Link 2026-01-12T16:12Z [----] followers, [--] engagements

"@tsxman Tom & co are too busy selling assets"
X Link 2026-01-15T02:09Z [----] followers, [---] engagements

"You cracked the case. $MSTR is a bullish expression on the price of #Bitcoin in USD. @saylor This model works only under one condition Bitcoin price must keep rising faster than the cost of capital. The moment Bitcoin stalls or declines the entire structure flips from yield extraction to forced dilution or forced selling. Thats not capital. Thats dependency on @saylor This model works only under one condition Bitcoin price must keep rising faster than the cost of capital. The moment Bitcoin stalls or declines the entire structure flips from yield extraction to forced dilution or forced"
X Link 2026-01-16T00:24Z [----] followers, [---] engagements

"RT @alphafortuna10: @80IQmindset"
X Link 2026-01-16T08:29Z [----] followers, [--] engagements

"@BitPaine Change ATM threshold to $99.99 no"
X Link 2026-01-16T16:28Z [----] followers, [---] engagements

"@gerovich What are the top three misconceptions about Metaplanet 🤔"
X Link 2026-01-17T13:50Z [----] followers, [---] engagements

"@NitherDither @PunterJeff Nearly most people I speak to in Bitcoin Treasury space do not understand the difference between business valuation methods - specifically which relate to balance sheet vs income statement and a complete misunderstanding that you cannot double dip (can't do both and add together)"
X Link 2026-01-19T15:06Z [----] followers, [---] engagements

"@WellspringGP @NitherDither @PunterJeff Saylor and Phong themselves were making that claim (comparing "earnings" multiples to Mag7 💀) on the earnings call/video while insisting mNAV should not be below 2.5x and the common ATM wouldn't be used below that figure. Yes that changed quickly"
X Link 2026-01-19T15:13Z [----] followers, [--] engagements

"Cc. $MPJPY $MTPLF holders 👀 Japanese Bond Yield Curve 😳 https://t.co/jdS7FRTXgu Japanese Bond Yield Curve 😳 https://t.co/jdS7FRTXgu"
X Link 2026-01-20T02:19Z [----] followers, [---] engagements

"@LawrenceLepard @sircryptotips Metaplanet MSTR You want to minimize WACC 🫡"
X Link 2026-01-23T16:42Z [----] followers, [--] engagements

"@BrianSchmidt9 @SaniExp Clearly you haven't met Bitcoin treasury co investors"
X Link 2026-01-24T11:00Z [----] followers, [--] engagements

"@Naykidme @mario4thenorth China-Canada deal happened days ago. Lutnick and Trump just started laying the groundwork to justify walking away from the deal in Davos. I fear we may be getting that notice upon review if Carney continues to rebel and invite China into Canada"
X Link 2026-01-25T02:09Z [----] followers, [--] engagements

"@comic @DylanLeClair I have a large position. I'm aware of what they do. I disagree with your valuation on what @DylanLeClair and @gerovich have done and the opportunity in Japan/weak JPY. (Refer to white paper. ) https://metaplanet.jp/disclosure/metaplanet-official-disclosure.pdf https://metaplanet.jp/disclosure/metaplanet-official-disclosure.pdf"
X Link 2026-01-27T01:01Z [----] followers, [---] engagements

"$AP.UN debt offering of $250M for [--] years at 5.534% per annum. $650M of debt maturing by next year. $250M refinanced with $400M remaining. Management is already working to sell $200M of non-core low yielding assets with another $200M possibly. ✅ https://alliedreit.com/wp-content/uploads/2024/09/PressRelease_September24_EN.pdf https://alliedreit.com/wp-content/uploads/2024/09/PressRelease_September24_EN.pdf"
X Link 2024-09-24T23:28Z [---] followers, [----] engagements

"Its clear the market sees some risk in Allied vs other REITs. Riocan able to raise longer duration with lower yield - announced the same day. Much more risk in office than retail and the prices of $AP.UN and $D.UN reflect that. More risk more reward. https://www.riocan.com/English/investors/press-releases/press-release-details/2024/RioCan-Real-Estate-Investment-Trust-Announces-Redemption-of-Series-AI-Senior-Unsecured-Debentures/default.aspx"
X Link 2024-09-24T23:30Z [---] followers, [---] engagements

"@BarrySchwartzBW You lost me at Canada why bother investing in this country Virtually nobody internationally respects our markets and for good reason. The only people who invest in Canada are Canadians because there is a home bias"
X Link 2024-11-09T23:01Z [----] followers, [---] engagements

"Fun little exercise to see my currency exposure: For illustrative purposes the portfolio has $300 of equity - allocated equally amongst equities Bitcoin and levered (3x) real estate. The levered REIT portfolio is 60% CDN and 40% US and debt is all CAD. I'm net short CAD. 🔥"
X Link 2024-12-17T19:38Z [----] followers, [---] engagements

"Long live the CAD carry trade. 🍿"
X Link 2024-12-17T19:41Z [----] followers, [----] engagements

"H&R REIT $HR.UN Announces $1.5 billion of Retail and Office Property Sales - sold at IFRS values (as noted on Q3 call $2.6B of assets to be sold were already written down and no further write downs on these expected) - appears all retail but for River Landing has sold /2"
X Link 2025-11-25T13:52Z [----] followers, [----] engagements

"This is an SEC Form F6 filing that lets U.S. investors trade American Depositary Receipts (ADRs) for Metaplanet Inc. $MTPLF a Japan-based company through American Depositary Shares. Filed December [--] [----] Deutsche Bank Trust Company Americas as depositary"
X Link 2025-12-17T12:05Z [----] followers, [---] engagements

"$AP.UN this filing is normal course for Allied. [----] filing had the same units and debt securities. Raising capital via equity issuance would be nonsensical given that Allied has 100's of $ millions of dispositions in the pipeline (Toronto and Calgary House + non-core office) $AP.UN likely headed much much lower. Out tonight with a sneaky sneaky Shelf Prospectus signalling their intention to issue units. NCP properly projected their distribution cut early in the year & declared it remained a short after the cut. We think it could end up as a $0. https://t.co/jjYLdTdAEj $AP.UN likely headed"
X Link 2025-12-18T01:33Z [----] followers, [---] engagements

"RT @alphafortuna10: Fun little exercise to see my currency exposure: For illustrative purposes the portfolio has $300 of equity - allocat"
X Link 2025-12-20T04:22Z [----] followers, [--] engagements

"Long: $BTC $MPJPY $HR.UN $VFV Short: $CAD $JPY Long live the CAD carry trade. 🍿 https://t.co/11YniUJpdp Long live the CAD carry trade. 🍿 https://t.co/11YniUJpdp"
X Link 2025-12-20T16:23Z [----] followers, [---] engagements

"Merry Christmas 🎄🎁"
X Link 2025-12-25T22:02Z [----] followers, [---] engagements

"- Billionaire tax proposed in CA - Muslim communist mayor sworn in via Koron preaching collectivism over individualism in NY - the mass exodus which began during COVID of wealthy individuals and businesses from CA and NY to FL and TX is in full effect. - wonderful for $HR.UN People I know with a collective net worth of $500B scrambled and left California for good yesterday. They took no risk because of the proposed asset seizure tax - introduced as a Billionaire Tax. Without these people the California budget deficit will only get bigger. People I know with a collective net worth of $500B"
X Link 2026-01-02T16:37Z [----] followers, [---] engagements

"$BTC $STRC .here we go 🍿"
X Link 2026-01-07T14:38Z [----] followers, [---] engagements

"Note to self: Reclaim peak physical form in [----]. Output per workout is rising 🔥 my competition is yesterday's version of me. 💪🏻 New year goal: quantifiable portfolio and fitness growth. Target: Six-pack by mid-Feb"
X Link 2026-01-08T16:52Z [----] followers, [---] engagements

"@ronmortgageguy Crazy that a bank would renew with LTV above 100%. 🤔 $RY $TD how are the risk folks within the banks not raising a red flag on this matter"
X Link 2026-01-08T19:26Z [----] followers, [---] engagements

"Good morning #49ers faithful 🌞☕"
X Link 2026-01-12T16:04Z [----] followers, [---] engagements

"Renting is quantifiably superior to home ownership in Canada. Made a beastly rent vs. buy calculator on https://t.co/jNOmy4FoIH Assuming historic average $SPX returns renting beats homeownership in the vast majority of comparison cases I could come up with. https://t.co/fGLurxSXKW Made a beastly rent vs. buy calculator on https://t.co/jNOmy4FoIH Assuming historic average $SPX returns renting beats homeownership in the vast majority of comparison cases I could come up with. https://t.co/fGLurxSXKW"
X Link 2026-01-13T14:50Z [----] followers, [---] engagements

"Thesis: 💰🖨🥶 Feels like we're back. https://t.co/2uHgWn2C1Z Feels like we're back. https://t.co/2uHgWn2C1Z"
X Link 2026-01-15T03:43Z [----] followers, [---] engagements

"@80IQmindset"
X Link 2026-01-16T02:16Z [----] followers, [---] engagements

"Would you like fries with that 🍟 $MSTR $MPJPY #Bitcoin"
X Link 2026-01-20T22:23Z [---] followers, [---] engagements

"@gerovich When Metaplanet news"
X Link 2026-01-21T18:38Z [----] followers, [----] engagements

"Personal best after personal best 💪🏻 Six-pack incoming for Valentine's Day. 💕 Note to self: Reclaim peak physical form in [----]. Output per workout is rising 🔥 my competition is yesterday's version of me. 💪🏻 New year goal: quantifiable portfolio and fitness growth. Target: Six-pack by mid-Feb. https://t.co/iOL8zZGH6y Note to self: Reclaim peak physical form in [----]. Output per workout is rising 🔥 my competition is yesterday's version of me. 💪🏻 New year goal: quantifiable portfolio and fitness growth. Target: Six-pack by mid-Feb. https://t.co/iOL8zZGH6y"
X Link 2026-01-22T17:50Z [----] followers, [---] engagements

"RT @BitcoinArchive: Leading Fed Chair candidate Rick Rieder says Bitcoin could replace gold. I think Bitcoin will take the place of go"
X Link 2026-01-26T00:30Z [----] followers, [---] engagements

"@comic @DylanLeClair Very lean and efficient for a public company"
X Link 2026-01-27T00:46Z [----] followers, [---] engagements

"@gerovich @Metaplanet And all that remains are loyal shareholders who believe in yours and @DylanLeClair 's white paper. Please dilute responsibly in the future. Must be accretive for FMV per share as will as Bitcoin per share. 🙏🏻 Keep up the great work. It's surely been a journey"
X Link 2026-01-27T00:55Z [----] followers, [--] engagements

"I can listen to @DylanLeClair talk about #Bitcoin and @Metaplanet all day long. 📺 The Bitcoin For Corporations Show Episode [--] now live hosted by @BitcoinPierre @DylanLeClair and @Phil_Geiger of @Metaplanet break down how Japans capital markets are being used to accumulate bitcoin educate a massive domestic retail investor base and capture trillions https://t.co/wlHBFrbL7s 📺 The Bitcoin For Corporations Show Episode [--] now live hosted by @BitcoinPierre @DylanLeClair and @Phil_Geiger of @Metaplanet break down how Japans capital markets are being used to accumulate bitcoin educate a massive"
X Link 2026-01-28T19:34Z [----] followers, [---] engagements

"RT @tsxman: Updated TD bank #REIT charts. $HR.UN rocking a 7.7% implied cap rate despite being 80%+ best in class US multifamily & T.O indu"
X Link 2026-01-29T03:32Z [----] followers, [--] engagements

"@gerovich @Metaplanet Wonderful deal @DylanLeClair and @gerovich"
X Link 2026-01-29T11:05Z [----] followers, [---] engagements

"@PiotrPon Bitcoiners love a good 50%+ crash"
X Link 2026-01-29T20:17Z [----] followers, [--] engagements

"@ChrisMMillas Sign these folks up for 'How to Read a Balance Sheet 101" class"
X Link 2026-02-01T15:50Z [----] followers, [--] engagements

"@mc_khristina Sorry but what do you think happens now that we are below Strategy's ACB Are you implying they will be a future seller Can't tell if your engagement farming or confused about the situation. 🤔"
X Link 2026-02-01T15:53Z [----] followers, [---] engagements

"$MTPLF Dylan LeClair just retweeted this. Note that Eric Trump is on the strategic advisory board of Metaplanet. 📍Tokyo Japan. https://t.co/XbPdieJENE 📍Tokyo Japan. https://t.co/XbPdieJENE"
X Link 2025-10-27T13:02Z [---] followers, 39.5K engagements

"@CDInewsletter You really should care more when people tell you: holding a portfolio of purely Canadian securities is not a wise call in the current macro environment. 🙃"
X Link 2025-10-30T11:55Z [---] followers, [---] engagements

"All true but $STRF has a lower maintenance margin requirement. Just saying. Lever STRC on 2x using IBKR at 4.7% and dropping. Yields 20% apr. Wow pretty much an insane Trade IMO. Then figuring in your can sell calls on top of that easily can take APR to 30% and now you're talking. This is an arbitrage that shouldn't exist. https://t.co/CISrCq6dLC Lever STRC on 2x using IBKR at 4.7% and dropping. Yields 20% apr. Wow pretty much an insane Trade IMO. Then figuring in your can sell calls on top of that easily can take APR to 30% and now you're talking. This is an arbitrage that shouldn't exist."
X Link 2026-01-15T02:24Z [---] followers, [---] engagements

"I can't wait for the day where I manage my portfolio - not because I need more money - but simply for the love of the game. 🎶 When you do technical analysis simply for the love of the game https://t.co/WZkxE3sdL3 When you do technical analysis simply for the love of the game https://t.co/WZkxE3sdL3"
X Link 2026-01-30T13:43Z [---] followers, [---] engagements

"@dampedspring It doesn't matter at all. Strategy's balance sheet is a fortress. There is only $6B of net-debt with maturity risk against a sizable stack of Bitcoin (at any price)"
X Link 2026-01-31T22:36Z [---] followers, [---] engagements

""MSTR will need to sell part of their $60b Bitcoin holdings to cover loan costs." - Someone with no clue It's eye-opening how few folks are financially literate - can read financial statements formulate projections and models etc. They will need to sell part of their $60B bitcoin holdings to cover loan costs. That will trigger mass liquidations. -Panic. Fear. Exchange glitches. This guy is the biggest idiot on earth and we pay the price. They will need to sell part of their $60B bitcoin holdings to cover loan costs. That will trigger mass liquidations. -Panic. Fear. Exchange glitches. This"
X Link 2026-02-01T15:45Z [---] followers, [---] engagements

"Unretired. Doing fine. 👍🏻 https://t.co/K5m2LvR9eU https://t.co/K5m2LvR9eU"
X Link 2026-02-02T02:01Z [---] followers, [---] engagements

"$MSTR is diluting common shareholders on a BTC per share basis. I thought the objective was to optimize for BTC per share Look at BTC yield QTD/YTD below"
X Link 2026-02-03T16:43Z [---] followers, [---] engagements

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