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Molly posts on X about bitcoin, debt, $naka, nav the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXX% cryptocurrencies XXXX% stocks XXXX%
Social topic influence bitcoin 9.52%, debt #1714, $naka 2.38%, nav 2.38%, $200m 2.38%, $203m 2.38%, $206m 2.38%, signals 2.38%, money 2.38%, marks XXXX%
Top accounts mentioned or mentioned by @sercryptomuse @packssmacks @otc_bitcoin @jeremyongws @pledditor @matthewsigel @dddd5ddddddd @upsilonresearch @itssuza @selnft @chainyoda @itscorrekt @burntheshipsbtc @digitalalpha_ @aussiebattler90 @lizhengteng1 @da35025 @cryptob0ot @qud101 @canazuk
Top assets mentioned Bitcoin (BTC) Nakamoto Games (NAKA)
Top posts by engagements in the last XX hours
"The real risk of buying $NAKA now is opacity. Team built a confusing misleading dashboard : unclear debt share count and real BTC per share. No one knows how many of their Bitcoins are pledged as collateral to repay old lenders. Anyone shilling NAKA without answering these is either dumb or evil. Until they show: Total BTC holdings % pledged as collateral Loan terms & LTV Its not Bitcoin exposure its leveraged uncertainty"
X Link @bigmagicdao 2025-10-14T02:04Z 78.7K followers, 15.6K engagements
"The truth is mNAV in discount is very likely not impossible as you assumed. The harder the dilution at a discount the greater the chance to get negative premium to Bitcoin NAV. Investors who rely purely on mNAV as their indicator are foolish and bound to get trapped"
X Link @bigmagicdao 2025-08-30T04:04Z 78.9K followers, 5130 engagements
"NAKAs announcement with Antalpha doesnt improve the situation : it just reshuffles the same debt. Also signals that not many buyers wants their debt since this time already secured by Bitcoin. The company retired its $200M Yorkville convertible note using a $203M credit facility from Two Prime which was later refinanced through a $206M Bitcoin-backed loan from Antalpha. Thats is set to roll into a new 5-year $250M secured convertible note under a signed LOI with final terms were disclosed. In short the team moved from Yorkville Two Prime Antalpha paying multiple layers of refinancing costs"
X Link @bigmagicdao 2025-10-07T14:31Z 78.9K followers, 26K engagements
"How it starts and how it goes"
X Link @bigmagicdao 2025-10-10T09:32Z 79K followers, 5251 engagements
"@dddd5ddddddd @upsilonresearch lol people like you shouldnt trade you dont even have basic Due diligence skills all hype trading. No surprise you lost money. Well deserved"
X Link @bigmagicdao 2025-10-11T05:05Z 78.9K followers, XXX engagements
"Its only a matter of time before people realise Bitcoin is better than gold"
X Link @bigmagicdao 2025-10-17T05:36Z 79K followers, 6602 engagements
"Bigger discount raise heavier sell pressure harder to absorb Capped the growth. ( even worse when theres no real demand only speculative buyers flipping the spread.) So now. XX% of public BTC-treasury companies trade below mNAV. Now that Metaplanet is trading below mNAV it marks XXX% of BTC-treasury companies that raised at a discount eventually ending up below mNAV. Curious how long it lasts. Could bounce back if the yen keeps sliding and Japan never lifts the crypto tax"
X Link @bigmagicdao 2025-10-14T09:12Z 78.9K followers, 1785 engagements
"Nakas PIPE investors got in at $XXXX with no lockup455M shares. At $XX theyre sitting on a 20x. But with average daily volume around $2M theres $10B in potential sell pressure waiting to dump. Post-merge things are going to get ugly. Imaging the dummy buys at $20"
X Link @bigmagicdao 2025-06-03T15:32Z 78.7K followers, 174.3K engagements
"started this thread because every institution then was so hyped on investing in PIPEs at low mNAV (around X or so) hoping that secondary market buyers would push the premiums which is the dumbest thing Ive ever seen. Glad that time has proven just how dumb that was"
X Link @bigmagicdao 2025-10-18T06:42Z 78.7K followers, 8264 engagements