@florentbtc Avatar @florentbtc Explorer ☩

Explorer ☩ posts on X about $bmnr, $sbet, $eth, bitcoin 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 stocks 51% cryptocurrencies 45% finance 37% currencies 6% celebrities 3% countries 3% exchanges 3% technology brands 2% agencies 1% travel destinations 1%

Social topic influence $bmnr 19%, $sbet 17%, $eth 11%, bitcoin 10%, $can 10%, $btc 9%, ethereum 8%, $mara 7%, $kos #2, market cap 6%

Top accounts mentioned or mentioned by @ethereumjoseph @fundstrat @mineralstocks @sharplinkgaming @djohnsoncpa @bitmnr @valarian11 @maxxtfsa @web3eth @cryptovicci @saylor @serdotxyz @comic @btctreasuries @alexsei88 @graddhybpc @boulice @laurentobertone @emmanuelmacron @cheatchart

Top assets mentioned BITMINE IMMERSION TECH (BMNR) SBET (SBET) Ethereum (ETH) Bitcoin (BTC) Canaan Inc. (CAN) MARA Holdings, Inc. (MARA) Kosmos Energy Ltd. (KOS) SharpLink Gaming (SBET) Strategy (MSTR) Crescent Energy Company (CRGY) SM Energy Company (SM) CLEANSPARK INC (CLSK) ETHZilla Corp (ETHZ) Metaplanet Inc. (MTPLF) Caught in 4K (4K) Bit Digital, Inc. (BTBT) Exxon Mobil (XOM) Mosaic Co (MOS) Nutrien Ltd. Common Shares (NTR) CF Industries Holdings, Inc. (CF) BTCS Inc. (BTCS)

Top Social Posts

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

"RT @Alexsei88: Vanadiums bull market in the West is steadily gaining momentum Hopefully this is the real start of a true bull run if so"
X Link 2026-02-11T10:41Z [---] followers, [--] engagements

"RT @graddhybpc: Been saying for years that we will see at least $250-$300 oil during this commodities bull market. And in the linked post b"
X Link 2026-02-11T10:49Z [---] followers, [---] engagements

"#Oil is currently in backwardation: spot prices are trading at a premium over future deliveries. This signals immediate demand is crushing available supply. The market is screaming for barrels NOW. 🛢🔥 $XLE $XOM $KOS $CRGY $SM"
X Link 2026-02-06T18:11Z [---] followers, [---] engagements

"@boulICE_ @LaurentObertone 50% des enfants noirs vivent avec un pre absent aux Etats-Unis (U.S. Census Bureau) contre 20% pour les enfants blancs. Donc oui c'est vrai"
X Link 2026-02-09T09:34Z [---] followers, [---] engagements

"@EmmanuelMacron Six ans aprs larrestation du pdocriminel Jeffrey Epstein jai interrog ChatGPT et Grok sur la teneur des discussions vous concernant dans les dossiers nausabonds de laffaire. Les rponses pourraient bien vous surprendre. Pourrait-on en savoir plus Emmanuel"
X Link 2026-02-10T20:53Z [---] followers, [--] engagements

"The last time U.S. total #oil production flipped negative was in [----]. What followed Crude rallied from $40 (pre-COVID crash) to $120+ 🚀 Supply contraction matters. My favorit pick to play the oil rebound 👇 $SM $CRGY $KOS"
X Link 2026-02-11T11:38Z [---] followers, [---] engagements

"#Oil #Commodities OPEC+ says they have tons of extra oil ready (spare capacity). But this chart shows they're not even hitting their own easier quotas in 2025-2026. Real production (from independent sources) stays way below. Spare capacity looks massively overstated. Bullish for oil prices long-term 🔥⛽ OPEC+ countries are struggling to meet their quotas. It's almost like their spare capacity numbers are grossly overstated. https://t.co/chPyAgJe3A OPEC+ countries are struggling to meet their quotas. It's almost like their spare capacity numbers are grossly overstated. https://t.co/chPyAgJe3A"
X Link 2026-02-11T16:59Z [---] followers, [--] engagements

"Why #vanadium is the most UNDERVALUED metal right now: 🔋⚡ ➡ Current global market: 140kt V/year. ➡ 90% Steel 6% aerospace only 4% VRFB ➡ VRFB needs: 45.5kt V per 1GWh. - 2027-2028 (25 GWh) [---] [-----] kt V - [----] (40 GWh) [---] [---] kt V - [----] (100 GWh) [---] [---] kt V At [---] GWh we need 4x today's total global production. The math is clear🚀 $LGO $VR8 $VAND $WUC 7.) The total size of the vanadium market in [----] was 130-150 kt V. VRFB demand is 4-5.5 kt V per [--] GWh. #Vanadium 7.) The total size of the vanadium market in [----] was 130-150 kt V. VRFB demand is 4-5.5 kt V per [--] GWh. #Vanadium"
X Link 2026-02-10T18:01Z [---] followers, [----] engagements

"@mineralstocks Vanitec estimates that these deployment projections (Guidehouse) will generate new demand of [------] to [------] tonnes of vanadium by [----] which mathematically corresponds to the needs of a battery fleet approaching [----] GWh. https://vanitec.org/sustainability-items/pdf/Vanadium_Flow_Battery_Deployment_Expected_to_Grow_22-Fold_by_2031.pdf https://vanitec.org/sustainability-items/pdf/Vanadium_Flow_Battery_Deployment_Expected_to_Grow_22-Fold_by_2031.pdf"
X Link 2026-02-10T18:30Z [---] followers, [---] engagements

"A study by Customised Energy Solutions (November 2025) projects that global VRFB installed capacity will increase from [--] GWh in [----] to [--] GWh by [----]. This curve anticipates a marked acceleration starting in [----] placing the [----] GWh milestone between [----] and [----]. https://cbn.co.za/industry-news/renewable-energy-alternative-energy-solutions-news/vanadium-batteries-global-boom-boosts-south-africa-industry/#::text=The%20study%2C%20conducted%20by%20Customisedrefining%2C%20and%20downstream%20processing%20industries"
X Link 2026-02-10T18:31Z [---] followers, [--] engagements

"$LGO Seminar Global Vanadium Market Outlook [----] 📅 [--] Feb [----] 🕗 20:00 (Beijing Time) 💻 Zoom Expert insights on global vanadium supply & demand vanadium flow battery outlook and China market trends. 🎯 Join industry peers for market intelligence & exchange. 🔗 Zoom Meeting https://t.co/v87EuXFfEj Seminar Global Vanadium Market Outlook [----] 📅 [--] Feb [----] 🕗 20:00 (Beijing Time) 💻 Zoom Expert insights on global vanadium supply & demand vanadium flow battery outlook and China market trends. 🎯 Join industry peers for market intelligence & exchange. 🔗 Zoom Meeting https://t.co/v87EuXFfEj"
X Link 2026-02-10T22:03Z [---] followers, [---] engagements

"RT @mineralstocks: #vanadium batteries will make up 20-30% of global supply in [----]. A force to reckon with. The only reason V prices have"
X Link 2026-02-11T05:28Z [---] followers, [--] engagements

"Crude is tracking well above its historical seasonality and the strongest seasonal months are still ahead. Supply contraction + supportive seasonals = constructive setup into the coming months 📈 #Oil #Commodities $USO $XLE $SM $CRGY $KOS"
X Link 2026-02-11T12:58Z [---] followers, [--] engagements

"@CheatChart $VRB VanadiumCorp Resource Inc. is a CAD 2.75M company with 3x the $LGO resources (M+I). #vanadium"
X Link 2026-02-13T13:18Z [---] followers, [---] engagements

"@Valarian11 Ferro-vanadium Europe (DDP Western Europe 78% V) rallying hard in early Feb [----] a very good sign. Leading indicator for broader vanadium recovery $LGO"
X Link 2026-02-06T22:43Z [---] followers, [---] engagements

"@Edark94 Tungsten is getting hot 🔥 I sold my $TUN [--] days ago with +250% profits as fully diluted value is 600M now. Loaded more $LGO"
X Link 2026-02-12T11:51Z [---] followers, [---] engagements

"@Historionome Les effondrements sont toujours prcds de rvolutions silencieuses que personne ne voit venir. Depuis [--] ou [--] ans une transformation profonde est luvre et aucun appel une contre rvolution ne se fait entendre. Cest dire lampleur de laveuglement"
X Link 2026-02-13T15:01Z [---] followers, [---] engagements

"It's time to turn bullish on potash and fertilizer 🌽🌾 $MOS $NTR $CF $SDF If Crude Oil is gonna work Wheat & the broader grains complex will catch a bid with it. https://t.co/CAVXsm5ulU https://t.co/JveayWyPDD If Crude Oil is gonna work Wheat & the broader grains complex will catch a bid with it. https://t.co/CAVXsm5ulU https://t.co/JveayWyPDD"
X Link 2026-02-09T13:01Z [---] followers, [---] engagements

"Is #copper reaching its limits in AI data centers Light💡 is changing everything: optical I/O and beyond. Worth a close look at $SOI Soitec the world leader in silicon photonics substrates. ➡ Strong revenue growth expected (+50%) ➡ Optimized cost structure & operational efficiency ➡ Cycle appears to be at the bottom 👀 https://t.co/LU5x7Bemuy https://t.co/LU5x7Bemuy"
X Link 2026-02-10T15:59Z [---] followers, [---] engagements

"@2020Upstream $KOS Kosmos Energy +62% $CRGY and $SM will soon follow 🔥"
X Link 2026-02-09T12:38Z [---] followers, [---] engagements

"@gabriel_draghi @grok qui est dcd dans l'entourage de Jeffrey Epstein avant la mort de celui-ci. Homme uniquement"
X Link 2026-02-13T16:46Z [---] followers, [---] engagements

"@G_deVarenne On attend que @FrenchResponse mette de lordre en interne car la diplomatie franaise parat srieusement clabousse par les rvlations des Epstein files. Franois Delattre est toujours en post. Quand vas-tu dmissionner @Amb_Delattre https://x.com/LeBunkerBtc/status/2018642920476127418 Quand on vous dit que l'argent de vos impts sert financer des pdophiles ce n'est pas un euphmisme. Franois Delattre ancien ambassadeur de aux USA et aujourdhui ambassadeur en Allemagne aprs une soire avec Epstein & Maxwell: 📩"Les enfants ont ador la soire" https://t.co/JnayfFy3Uv"
X Link 2026-02-13T17:51Z [---] followers, [--] engagements

"@Crypto__Goku Aux Etats-Unis le Bitcoin cre beacoup d'emploi mais en Europe c'est un actif improductif. Il s'agit bien du mme Bitcoin"
X Link 2025-06-27T22:13Z [---] followers, [---] engagements

"@cryptoquant_com @t0_god Asymetric bet"
X Link 2025-06-30T10:02Z [---] followers, [---] engagements

"@maxxTFSA With the $BTCS model the $ETH/share growth is temporary. It's worthless imho"
X Link 2025-07-03T10:20Z [---] followers, [---] engagements

"@SPACEBULL Hey Madex order #2435 is stuck in Alberta custom for about two weeks now (12th of June). What is going on"
X Link 2025-07-03T10:46Z [---] followers, [--] engagements

"$CAN valuation seems totally disconnected from fundamentals. Canaan holds [----] BTC ($160M) yet the market cap is just $263M. That means for only $100M you're getting [----] EH/s at [----] J/TH plus an ASIC production business generating 6570% of total revenue. For FY2025 Canaan guides for $900M to $1.1B in product and mining revenue. Even if they hit just a fraction of that its still one of the most mispriced #Bitcoin stock right now. Bullish catalysts - HODL strategy; - significant progress in expanding to 15EH/s by mid-2025; - large-scale production and delivery of the A15 series; - CEO & CFO"
X Link 2025-07-08T22:30Z [---] followers, [----] engagements

"⚠ Canaan has withdrawn its FY2025 revenue guidance of $900M$1.1B due to tariff uncertainties and the ongoing deployment of its [--] EH/s capacity. They chose not to mislead shareholders with forward-looking estimates under current conditions. For the second quarter of [----] they currently expects total revenues to be approximately US$100 million reflecting the near-term market conditions and evolving customer dynamics which are subject to change. They will closely monitor the global policy environment and market developments and may revise or update their outlook as appropriate based on future"
X Link 2025-07-08T22:49Z [---] followers, [---] engagements

"@phamtruax Planning to buy $CAN at tomorrow's open. The forward PS ratio of the product segment is under [---] even based on a very conservative FY2025 revenues estimate of $240M for product ($400M total). PS target of [--] is super reasonable"
X Link 2025-07-08T23:44Z [---] followers, [---] engagements

"@Jimmyyyboyy Have you noticed that $CAN isnt a pure Bitcoin miner like $MARA and $CLSK I recommend taking a closer look at their ASIC business which generates 6570% of total revenue"
X Link 2025-07-09T08:31Z [---] followers, [---] engagements

"@SBETonETH @arkham What do you expect for Mondays open if ETH pumps to $4K over the weekend"
X Link 2025-07-11T17:34Z [---] followers, [---] engagements

"@maxxTFSA @SharpLinkGaming Bought more $SBET before ETH reachs $4k over the weekend or early next week"
X Link 2025-07-11T18:39Z [---] followers, [---] engagements

"@DJohnson_CPA Thanks for sharing your thoughts. $BMNR will probably complete its atm before unlocking shares. Does that make sense"
X Link 2025-07-12T04:44Z [---] followers, [---] engagements

"Size of this ATM doesnt match the current trading volume it could take months to sell the remaining $1.86B in $BMNR shares. And time is working against BitMine. Given their interest in acquiring ETH before it hits $4K could FundStrat lend them the remaining amount upfront instead of waiting for the ATM to be completed"
X Link 2025-07-12T10:28Z [---] followers, [---] engagements

"@web3_eth How is $CLSK supperior to $MARA"
X Link 2025-07-15T13:01Z [---] followers, [--] engagements

"Both stocks make up 40% of my portfolio (20% each) but Im more bullish on $MARA due to their massive holdings low mNAV and [--] EH/s target. Ive been considering selling some $CLSK shares for more $MARA. Both companies have opposite strategies when it comes to funding their operations but the recent price action leans in favor of MARA. I appreciate your content and was curious to know your argument in favor of $CLSK"
X Link 2025-07-15T13:30Z [---] followers, [---] engagements

"Thanks for the insights🫡 I had factored in $MARA dilution and high operational costs but forgot about $CLSK strong profitability and efficiency (16.15 J/Th). CleanSpark is expected to outperform MARAs monthly production before EOY and I believe thats already priced in. $MARA market cap is 2x that of $CLSK while its BTC holdings are 4x greater. But if we measure operational value as market cap minus BTC holdings (in USD) then $MARA production assets are nearly free. Both miners have their own strengths and weaknesses which the market seems to be pricing in. Time will tell PS: I already have"
X Link 2025-07-15T18:17Z [---] followers, [--] engagements

"@fabdarice @fundstrat @BitMNR How is $BMNR market cap still $2.2B They hit the ATM button hard and sold approximately 23M shares on top of the existing 62M. Thats 86M shares including PIPE so the market cap should be closer to $3.7B"
X Link 2025-07-18T09:41Z [---] followers, [---] engagements

"$SBET just filed a $5B ATM offering which means weeks of bearish pressure ahead while $BMNR has already completed 50% of its $2B ATM in a single week. Are you considering rotating from $SBET to $BMNR at some point"
X Link 2025-07-18T10:04Z [---] followers, [----] engagements

"Interesting. But PIPE shares can't be sold before Bitmine $BMNR files a registration statement within [--] days of the closing (by July [--] 2025). "The company is obligated to ensure this registration statement becomes effective as soon as possible and remains effective until all such shares can be sold without restriction under Rule [---] or have been sold.""
X Link 2025-07-18T20:15Z [---] followers, [---] engagements

"@DJohnson_CPA This Forward Sales Agreement is 4D chess. Team Lubin is clearly focused on accumulating $ETH at the best possible price. 👏"
X Link 2025-07-20T20:01Z [---] followers, [---] engagements

"Since theyre not (yet) able to raise convertible debt both $SBET and $BMNR are turning to ATM offerings to quickly raise capital and accumulate as much $ETH as possible. But only one will come out on top in this race: $SBET. Why simply because SharpLink has significantly higher average trading volume than BitMine. Average Trading Volume Week [--] SBET: $13.6B USD BMNR: $8.4B USD Today SBET: $2.2B BMNR: $1.1B With Average trading volume = exchanged shares (open + high + low + close)/4) As you can see $SBET had 60% more volume than $BMNR last week and 100% more today. If the same trend continues"
X Link 2025-07-21T20:18Z [---] followers, 24.7K engagements

"I appreciate your work and $MARA is actually my largest position. What I dont understand is why they havent revalued their BTC holdings according to ASU 2023-08 in the latest Q1 report. Thats why I asked how confident you are that theyll do it in Q2. As you know this FASB update was supposed to apply to the first reporting after December [--] [----]. Grok says companies have some flexibility when applying new accounting standards at the beginning of a fiscal year. Do you also think this is the reason for the delay"
X Link 2025-07-22T21:53Z [---] followers, [---] engagements

"$SBET was still ahead of $BMNR during the week in terms of estimated trading volume in USD but the gap is narrowing. $9.1B vs. $7.8B. We might see a volume shift soon especially since $BMNR announced options trading on NYSE last Wednesday 👀 https://x.com/FilingsTracker/status/1947994409871524033 @florentbtc How were the trading volumes this week https://x.com/FilingsTracker/status/1947994409871524033 @florentbtc How were the trading volumes this week"
X Link 2025-07-26T15:33Z [---] followers, [----] engagements

"@cryptovicci Ok. Now plot $MARA market cap"
X Link 2025-07-27T18:04Z [---] followers, [---] engagements

"@cryptovicci I find it interesting that $MARA's European headquarters is located in France . The country produces about 65% of its electricity from nuclear power (360 TWh) and has a large surplus of around [--] to [--] TWh per year"
X Link 2025-07-30T21:17Z [---] followers, [---] engagements

"Could preferred shares be the key to financing $SBET ETH purchases and will $MSTR holders eventually rotate into Ethereum treasury plays I dug into this and want to share thoughts. @ethereumJoseph recently indicated he is considering issuing preferred shares to finance the acquisition of ETH and that's a game changer. As a reminder preferred shares are securities granting the right to a dividend (fixed or variable cumulative or not) but do not provide voting rights. This type of share allows raising capital without debt or dilution of common shareholders. The preferred share market is smaller"
X Link 2025-07-31T20:52Z [---] followers, [----] engagements

"Why I think $SBET could reach $2000+ before the end of this cycle Yes thats a 100x. Heres some hopium. $SBET acquisition target of 1M ETH is very conservative compared to $BMNR which aims for 5% of the circulating supply (nearly 6M ETH). Why so bearish @ethereumJoseph In this scenario I imagine SBET following BMNR in its quest for 6M. SBET acquire around 5.5M additional $ETH financed entirely through the issuance of attractive preferred shares. The result: ATM and convertible note programs are no longer used to purchase ETH but rather to fund dividends to pref holders which greatly limits"
X Link 2025-08-01T06:58Z [---] followers, 40.2K engagements

"Pref shares could become $MSTR weapon of choice to fuel its $BTC treasury. The community has had enough of dilution yet Saylor keeps paving the way. No doubt $SBET and $BMNR will likely follow. https://x.com/btc_overflow/status/1951017893963186370 Ho Lee Sheet. $MSTR did something I never thought it would do-- publish formal ATM guidance based on mNAV levels. Moving forward MSTR will not ATM the common stock below 2.5x mNAV except to pay interest or dividend obligations. https://t.co/bqAfp9Lgsh https://x.com/btc_overflow/status/1951017893963186370 Ho Lee Sheet. $MSTR did something I never"
X Link 2025-08-01T15:06Z [---] followers, [----] engagements

"Why I do believe that $SBET and $BMNR will disrupt the massive $45T corporate fixed income market and unlock a nearly infinite source of funding Bonus: with little to no dilution for shareholders. $MSTR recently executed the largest and most successful IPO of [----] so far raising $2.52B instead of $520M planned a massive 400% oversubscription. The product is $STRC which combines a variable dividend rate with a price stability mechanism that aims to peg the share price to $100 while paying out 9% annualized income paid monthly. Not yearly. Not quarterly. Monthly When the share price drops below"
X Link 2025-08-07T14:20Z [---] followers, 10.4K engagements

"What if the @WhiteHouse is secretly planning to buy $MSTR which is itself quietly planning to acquire struggling #Bitcoin treasury companies just to get their BTC Team Trump announced its intention to build a $BTC reserve but from day [--] they will make public the purchase price will skyrocket between $500k and $1M per $BTC making an OTC deal with @saylor much more likely. What if @Saylor is quietly planning to buy struggling #Bitcoin treasury companies during the next downturn just to get their BTC Wouldnt be surprising if that strategy is already written and waiting in his desk drawer. $MSTR"
X Link 2025-08-08T10:02Z [---] followers, [----] engagements

"@pete_rizzo_ Coming to Bitcoin AND Ethereum. $BMNR $SBET"
X Link 2025-08-08T15:41Z [---] followers, [---] engagements

"I like the vision of @ethereumJoseph and @joechalom which is to make $SBET the gateway between TradFi and DeFi. While I remain optimistic about $SBET long-term potential upside Im increasingly mindful of the liquidity gap compared to $BMNR. As Tom Lee recently noted in an interview with @BanklessHQ the premium for infrastructure companies like @SharpLinkGaming and @BitMNR is driven by two factors: 1) staking yield and 2) velocity. ➡ Staking yield implies a +0.6 premium to NAV when applying the Money Market 20x multiple and assuming a 3% staking yield. ➡ Velocity is the ETH/share growth over"
X Link 2025-08-08T21:13Z [---] followers, [----] engagements

"@DJohnson_CPA What do you think are the chances of $SBET buying $BTBT to catch up"
X Link 2025-08-09T08:04Z [---] followers, [---] engagements

"Good presentation a must-read for every investor. Could $SBET be eyeing $BTBT next 👀 👀 @SharpLinkGaming new investor presentation looks great. The ticker is $SBET. https://t.co/FyX3hLgGx3 👀 @SharpLinkGaming new investor presentation looks great. The ticker is $SBET. https://t.co/FyX3hLgGx3"
X Link 2025-08-09T18:30Z [---] followers, 15K engagements

"Why I believe ETHZilla $ATNF is under the radar and relatively cheap at this price level and why I started building a position. @ETHZilla_ATNF is launching a community-oriented $ETH treasury vehicle aiming to optimize yield generation and serve as a gateway to TradFi and the bonds market. Worth noting: Its chairman has opted not to use leverage due to potential drawdowns in #Ethereum price which could trigger a nasty forced liquidation spiral in a bear market. However the recent issuance of convertible notes raises questions about whether this intention will be fully respected. Lets take a"
X Link 2025-08-11T13:37Z [---] followers, [----] engagements

"I like how MakerDAO actually works it replicates how banks are supposed to operate: deposit some assets and get stablecoins in return. But I think a true stablecoin should be pegged to a basket of currencies not just the USD. $BTC $ETH and of course gold should be included in this basket"
X Link 2025-08-12T20:23Z [---] followers, [----] engagements

"@ethereumJoseph A basket with USD 30% EUR 20% gold 20% BTC 10% ETH 10% CNY 10% would have had significantly outperformed the USD alone turning $10000 into about $16850 over [--] years (a 68.5% return) compared to about $11590 for the USD (a 15.9% return 3% APR)"
X Link 2025-08-12T20:32Z [---] followers, [--] engagements

"@ethereumJoseph Just a thought: If the percentage of each currency were based on M2 or market cap - which best represents what stable should be - the basket would look something like this: USD 20.04% EUR 15.48% CNY 40.98% Gold 20.98% BTC 2.09% ETH 0.44%"
X Link 2025-08-12T21:07Z [---] followers, [---] engagements

"@Micro2Macr0 @ethereum Agree. Tom will smash the ATM button like theres no tomorrow"
X Link 2025-08-13T11:06Z [---] followers, [---] engagements

"$ATNF & $BMNR pullback warning ⚠ With mNAV nearing [---] ETHZilla is entering dangerous waters. Also worth noting that $ETH is near its previous ATH so expect some negative volatility ahead. The market wont go straight to new ATH without turbulence so it may be time to take some profits in BitMine as well. Tom is about to smash the ATM button like theres no tomorrow. Ive liquidated my $BMNR and $ATNF positions in pre-market considering a rotation into less risky vehicles like $SBET. $ATNF saw insane trading volume yesterday with $2.2B exchanged making it the 28th most traded stock across all US"
X Link 2025-08-13T13:30Z [---] followers, [---] engagements

"@Dylanhumh2001 Bullish $CAN. But exemption is subject to review and could change at any time. https://www.youtube.com/shorts/gWKhtV5F2B0 https://www.youtube.com/shorts/gWKhtV5F2B0"
X Link 2025-08-13T14:35Z [---] followers, [---] engagements

"$MARA valuation is absurd at this price level and the price should catch up real quick. Looks like an attractive entry point to start building a position. - MARA/BTC ratio at hist. low coinciding with ST rallies - $5.8B market cap (370M shares) - $6B NAV (50K+ $BTC) - [----] mNAV 🔥 - [--] EH/s by EOY - 29% open short interest - Institutional & insider ownership: 70% 8.5% - New revenue stream: $BTC yield generation - $85.4 M stake in Auradine (US ASIC chip manufacturer) giving $MARA a strategic advantage - Each share currently backed by $16.55 worth of $BTC - Technical setup is bullish -"
X Link 2025-08-14T08:03Z [---] followers, [----] engagements

"The 9.5M in sales in just [--] days is quite impressive. Expect $25M+ for home mining equipement in Q4 alone if $BTC continues its rise. $9.5M in orders placed as of August [--] that were undelivered as of June [--] $CAN"
X Link 2025-08-14T19:06Z [---] followers, [---] engagements

"@web3_eth The 184.5M shares derived from $ETH concentration seems to contradict the statement on page [--] of the Q4 report: "As of August [--] [----] there were [---------] shares of Common Stock issued and outstanding." How do you interpret this difference https://www.sec.gov/Archives/edgar/data/1981535/000164117225024107/form10-q.htm https://www.sec.gov/Archives/edgar/data/1981535/000164117225024107/form10-q.htm"
X Link 2025-08-15T15:01Z [---] followers, [---] engagements

"Interesting perspective. Treasury companies dont sell $ETH (or $BTC) when shares are sold giving investors the possibility to leverage low (moderate) mNAV. ➡ mNAV = share price ➡ Asset concentration growth rate = share quality $SBET $BMNR $ETHZ SR v ETF Big difference: ETF = 2-way st. ETF inflows & outflows. Buying & selling. Blackrock ain't hodling they're buying to match ETF shares bought & selling to match shares sold SR = 1-way st. DATs don't sell when shares are sold. They buy & hodl only🚀@SERdotxyz https://t.co/M7EDshKHYG SR v ETF Big difference: ETF = 2-way st. ETF inflows & outflows."
X Link 2025-08-18T14:45Z [---] followers, [----] engagements

"Consequences if $BMNR hits 5% by EOY. ➡ Velocity trends toward [--] ➡ mNAV [--] @fundstrat will need to either: - Generate attractive yields - Convert @BitMNR into an $ETH ETF - Raise the Alchemy target from 5% to 10% 🎯 More likely the last option 😀 $BMNR now holds over 1.5M $ETH 🤯🚀 Is Tom Lee (@fundstrat) trying to get to 5% by EOY 😅👀 $BMNR now holds over 1.5M $ETH 🤯🚀 Is Tom Lee (@fundstrat) trying to get to 5% by EOY 😅👀"
X Link 2025-08-19T09:42Z [---] followers, [---] engagements

"Which of $SBET and $BMNR is the cheapest when considering both mNAV and ETH velocity🤔 Reminder: SharpLink has the lowest mNAV but not the best velocity while BitMine has the best velocity but not the best mNAV. ➡ mNAV = Proxy for share price ➡ Velocity = Proxy for share quality * With velocity the $ETH concentration weekly growth rate. To answer this question let's calculate a PEG-like metric (mNAVG) that combines share price (mNAV) with share quality (ETH concentration growth %). Like the PEG ratio in traditional finance the lower the value the more attractive the share. To calculate growth"
X Link 2025-08-19T16:16Z [---] followers, 13.5K engagements

"Excited to see the mNAVG metric being applied to the top [--] $ETH DATs 👀 ➡ mNAVG is a PEG-like metric that measures growth-adjusted value of DATs. Looking forward to the results Thanks @hardart__ 🙏 $BMNR $SBET $BTBT $DYNX $ETHZ mNAVG This PEG-like metric gives us a "bang for buck" growth-adjusted value. Investment style tortoise or hare $BMNR [----] 🐇 $SBET [----] 🐢 Hare BMNR faster accumulatoor. Catch--pay premium for speed Tortoise SBET more affordable conservative bet https://t.co/JnA06XRm41 mNAVG This PEG-like metric gives us a "bang for buck" growth-adjusted value. Investment style"
X Link 2025-08-20T16:03Z [---] followers, [----] engagements

"I hate to say this but September has historically been the weakest month for #ETH and #BTC. $SBET and $BMNR are putting strong buying pressure but ETFs netflow start pushing in the opposite direction 👀 So will this year be different I will temper my expectations in the short term and stay prepared for several weeks of consolidation just in case"
X Link 2025-08-21T19:13Z [---] followers, [---] engagements

"$CAN +14.17% today strongest gain among all Bitcoin stocks including Digital Asset Treasuries like $MSTR Kudos to diamond hands 💎 Massive 2Q25 performance ➡$100M revenue (record) ➡+40% Year-over-Year ➡+21% Quarter-over-Quarter ➡Best quarter in past [--] quarters ➡mining income +201.6% ➡YoY to $28.1M. Bitcoin ➡ treasury now at [----] BTC Explosive Growth in Home Mining 💥 ⛏$5.7M revenue (+359% QoQ) ⛏13000 units delivered ⛏39% gross margin As of Aug [--] $9.5M in pending orders remained undelivered by June [--] a strong indicator that 3Q25 will significantly outperform. 🔥 Growth catalysts: - A15Pro"
X Link 2025-08-22T20:35Z [---] followers, [----] engagements

"@alc2022 $CAN Canaan Inc. 🔥"
X Link 2025-09-24T14:06Z [---] followers, [---] engagements

"Hey @BITMAINtech why not consider acquiring Canaan Inc. to secure self-mining infrastructure and dominate the high-growth $BTC home mining market $CAN is still below $1 but not for long 🔥 @BITMAINtech Bitmain should look into acquiring Canaan Inc $CAN in a reverse merger to immediately be traded on Nasdaq. CANAAN could be Bitmains mining arm. Their $BTC holdings would give Bitmain the #35 spot immediately on the list of the worlds top corporate Bitcoin @BITMAINtech Bitmain should look into acquiring Canaan Inc $CAN in a reverse merger to immediately be traded on Nasdaq. CANAAN could be"
X Link 2025-09-24T14:27Z [---] followers, [----] engagements

"@Umbisam I have read that $APDL ordered 40'000 Nvidia H100 GPUs cost $1.3B approximatly. Any info on that"
X Link 2024-06-20T08:24Z [---] followers, [---] engagements

"Rumors that the gold was stolen in [----]. "The article goes on to say that Victor Harkin the man in charge of the Fort Knox gold reserves from [----] to [----] admitted that one shipment of gold in 1971then worth U.S. $500 milliontook thirty three 15-ton trucks to haul out of here. " https://www.atarion.com/uploads/the_fort_knox_swindle.pdf https://www.atarion.com/uploads/the_fort_knox_swindle.pdf"
X Link 2025-02-17T21:57Z [---] followers, [--] engagements

"Small correction: there are 483M ADSs outstanding shares of Canaan Inc. $CAN not 254M. Which makes $14.1 instead of $26 still a massive 18x 🔥 Ambitious yet realistic target 🎯 Canaan $CAN dropped a banger Q2-2025 report so I think this warrants an update to my base case analysis. Significantly undervalued imo but there are risks beware. NFA DIY. Some notes from the report: Canaan Inc.s Q2 [----] financial report and July [----] production update Canaan $CAN dropped a banger Q2-2025 report so I think this warrants an update to my base case analysis. Significantly undervalued imo but there are"
X Link 2025-08-18T17:55Z [---] followers, [----] engagements

"Why I started building a position in palladium $PALL 👇 Missed the gold rally🪙 and think silver is undervalued Take a look at palladium. Palladium is probably the most ignored precious metal right now. Platinum and palladium are part of the Platinum Group Metals (PGM) extremely rare metals about 30x rarer than gold with tiny illiquid markets. I believe palladium is deeply undervalued right now. Heres what a revaluation could look like: ➡ 2.5x back to its previous ATH of $3000 ➡ 5x return to a Palladium:Gold ratio of [---] (currently 0.31) ➡ 5x return to a Palladium:Silver ratio of 150"
X Link 2025-09-10T12:27Z [---] followers, [----] engagements

"Bullish case for palladium is strong. I'm 57% cash right now with 7% of my stack in Pd thinking of adding more $2PAL this month - an asymmetric bet with moderate risk high reward potential. Heres what palladium seasonality looks like 👀 $PALL $PA $SBSW $IMPUY $2PAL Why I started building a position in palladium $PALL 👇 Missed the gold rally🪙 and think silver is undervalued Take a look at palladium. Palladium is probably the most ignored precious metal right now. Platinum and palladium are part of the Platinum Group Metals (PGM) https://t.co/N3MHGuFVYP Why I started building a position in"
X Link 2025-09-12T05:42Z [---] followers, [---] engagements

"I've changed my mind about Metaplanet $MTPLF and believe it's a fantastic opportunity right now. Here is why 👇 ➡ 385M shares sold at [---] ($1.24B) inter. offering ➡ [--] days lockup period (170M shares pending) ➡ MS warrant (Series 20-22) paused until 9/30 ➡ 300K rights left in aggressive Series [--] (30M shares) ➡ Price is 70% below previous ATH ➡ Price is 10% above offering price ➡ mNAV ratio [----] 🔥 (1.14B shares) ➡ Implicit 31.4K $BTC reserve ➡ $1B pref shares incoming (+7.5K $BTC wo dilution) ➡ Pool exhausted fees rising short risk is low 🚀 ➡ #1 BTC strategy in Japan #4 globally 🌏 ➡ Added"
X Link 2025-09-19T08:34Z [---] followers, [---] engagements

"$CAN rocket mode activated ✅ ➡ +27% today 🔥 ➡ $1.32/share Canaan is set to crush the $129M Q3 [----] estimate with this massive order adding another $150M in sales My estimate for [----] revenue is $700M$900M. Management initially targeted $1B before tariffs then lowered their estimate. With more orders yet to come it could get very close to that original target. Using a PS ratio of [--] the market cap projection ranges from $1.6B to $2.4B translating to approximately $3.5$5 per share. Conservative. ➡ PS ratio was [--] in March [----]. $CLSK $MARA $IREN $CIFR $HUT $WULF $BITF $HIVE $SLNH $MIGI $BTC"
X Link 2025-10-02T20:17Z [---] followers, [---] engagements

"@comic Bro youre comparing share count over the last [--] months. Good. But $MTPLF is up +220% since last year while $BTC only did +58%. 🙂"
X Link 2025-10-17T20:57Z [---] followers, [---] engagements

"@comic You should look at TSE:3350 because $MTPLF listing started the 25th of November"
X Link 2025-10-17T21:07Z [---] followers, [---] engagements

"@gerovich Who will be your target investors and how much $MTPLF preferred will they buy Ive never heard a single clear answer to these essential questions"
X Link 2025-10-17T21:43Z [---] followers, [---] engagements

"@MarioSaibel @BTCtreasuries @adam3us They can also generate yield by lending their $BTC"
X Link 2025-10-20T14:55Z [---] followers, [--] engagements

"You're not bullish enought on Platinum Group Metals (PGMs) such as palladium 👇🏻 #hydrogen #palladium #platinum $PALL $PPLT $SSW $IMPUY https://investingnews.com/nato-defense-spending-pledge-highlights-pgms/ https://investingnews.com/nato-defense-spending-pledge-highlights-pgms/"
X Link 2025-12-26T13:33Z [---] followers, [---] engagements

"@MyLordBebo Leftists will say it's not a proof of fraud 🤡"
X Link 2026-01-01T21:26Z [---] followers, [---] engagements

"@SwingGorilla @NorthstarCharts @MarioNawfal $XOM started to break out 👀"
X Link 2026-01-14T17:18Z [---] followers, [--] engagements

"Quelles sont vos ptrolires E&P favorites Dans ma liste : EOG Resources Inc. [--] Mds USD Coterra Energy Inc. [---] Mds USD Permian Resources Corporation [---] Mds USD Crescent Energy Company [---] Mds USD HighPeak Energy Inc. [---] Mds USD GeoPark Limited [---] Mds USD Ring Energy Inc. [---] Mds USD Epsilon Energy Ltd. [---] Mds USD https://twitter.com/i/web/status/2014794526011830714 https://twitter.com/i/web/status/2014794526011830714"
X Link 2026-01-23T20:17Z [---] followers, [---] engagements

"@Nicolpko @ValueSeeker_ @MoneyRadar_FR Oroco Resources Ltd. Marimaca Copper Corp"
X Link 2026-01-25T23:13Z [---] followers, [--] engagements

"@AureaLibe @mariusoffchain @alucardo9028 Il existe un moyen d'auditer la supply si je me souviens bien ce n'est pas possible"
X Link 2026-01-26T13:40Z [---] followers, [--] engagements

"Why I have closed 100% of my $SBET & $BMNR positions at market open today👇 Onchain Analysis (ETH) ➡ Most supply in profit & high dormancy flow (smart money moving) ➡ High realized/unrealized profits ➡ Transfers to exchanges + extreme futures volumes ➡ Funding rates 3m rolling basis which isn't healthy ➡ Negative US ETFs netflow (declined last week) ➡ Extremely high vanilla txs ➡ Positive stablecoin buying power usually associated with risk of consolidation/correction Macro/seasonality ⚠ September = most bearish month (stocks & crypto) ⚠Extremely serious debt crisis (Fitch rating expected on"
X Link 2025-09-02T18:18Z [---] followers, [----] engagements

"@cleanmoney86 @Valarian11 @mrworldwide3056 You may consider Kosmos Energy $KOS : price cratered high growth debt solved"
X Link 2026-01-29T13:09Z [---] followers, [---] engagements

"@finding_finance $KOS is worth a closer look. - Price cratered - High growth - Debt solved"
X Link 2026-01-29T16:28Z [---] followers, [---] engagements

"@TishomingoChief @truflation It's litteraly what's happened to the US economy during the 19th century"
X Link 2026-01-31T18:02Z [---] followers, [--] engagements

"@bobmill14548888 Its crazy how $EU is under the radar right now. Its absent from almost all discussions on X despite being the most promising U.S. supplier"
X Link 2026-01-24T12:11Z [---] followers, [--] engagements

"@quakes99 $EU is the most undervalued US producer atm. Trade accordingly"
X Link 2026-01-26T13:30Z [---] followers, [--] engagements

"@stocktalkweekly $EU deserves attention. - Strong revenue growth trajectory - 920k lbs of contracted deliveries - Clear path to profitability"
X Link 2026-01-28T22:41Z [---] followers, [---] engagements

"@monke_in $300M tonight and a ridiculously small [----] mcap/NPV ratio this stock is still incredibly cheap. I cant believe I bought $WWR at $0.73. Kudos monke 🙏 Whats your price target btw $NOU trades with ratio of [----] which implies another 3x to catch up. Unreal 🤯"
X Link 2025-10-14T22:49Z [---] followers, [---] engagements

"@BTCtreasuries Please verify and update Bitcoin holding of $BIGG. Company has [--] BTC when your webiste display [---] BTC that's ridiculous 😂 "BIGG currently owns [--] Bitcoin valued at $8.1M" https://www.globenewswire.com/news-release/2024/05/31/2891726/0/en/BIGG-Digital-Assets-Inc-Reports-Financial-Results-For-Q1-2024.html https://www.globenewswire.com/news-release/2024/05/31/2891726/0/en/BIGG-Digital-Assets-Inc-Reports-Financial-Results-For-Q1-2024.html"
X Link 2024-07-04T12:31Z [---] followers, [--] engagements

"@UlrichFromy @ecb L'lectricit est une mesure objective donc Bitcoin a une valeur intrinsque. Les coins PoS en revanche n'ont pas de valeur intrinsque. "In finance the intrinsic value of an asset or security is its value as calculated with regard to an inherent objective measure.""
X Link 2025-02-07T16:28Z [---] followers, [--] engagements

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