@lazyvillager1 Avatar @lazyvillager1 More Recently The Giver

More Recently The Giver posts on X about crypto, gold, if you, biz 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 26.73% cryptocurrencies 19.8% technology brands 3.96% stocks 2.97% countries 2.97% currencies 1.98% luxury brands 0.99% fashion brands 0.99% celebrities 0.99% gaming 0.99%

Social topic influence crypto 7.92%, gold 4.95%, if you 3.96%, biz 2.97%, bitcoin 2.97%, the most 2.97%, in the 2.97%, luck 1.98%, $9m 1.98%, market 1.98%

Top accounts mentioned or mentioned by @evanss6 @0xshual @bittexxbt @chumbawamba22 @celt404 @notthreadguy @satsdart @grok @traderview2 @0xamss @stoicsavage @rhouseresearch @kellangrenier @stogolp @pindabway @szjcapital @wazzcrypto @bickerinbrattle @realazkicks @based16z

Top assets mentioned Bitcoin (BTC) 8B People vs [-----] Billionaires (8B) Wormhole (W) Mother Iggy (MOTHER) Launch Coin on Believe (LAUNCHCOIN)

Top Social Posts

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

"@WazzCrypto good luck"
X Link 2026-02-04T16:17Z 43.2K followers, [----] engagements

"If U think GLXY underval bc val assumes $0 for HELIOS - IMO think $0 there is correct on prob% of CF. Seems to ruin story / break SOTP for many. "Need to believe" exec story massive w no track record even @ optimistic $9M Capex/MW No comment RE: rest of biz. NFA no posn"
X Link 2026-02-04T19:05Z 43.2K followers, 27.3K engagements

"translation: to the extent you think GLXY the stock (THAT WAS THE TICKER) is undervalued because the market is ascribing $0 to HELIOS (the data center build) the market is correct in that regard and I would not price $0 either as it stands 2day the project is negative EV If U think GLXY underval bc val assumes $0 for HELIOS - IMO think $0 there is correct on prob% of CF. Seems to ruin story / break SOTP for many. "Need to believe" exec story massive w no track record even @ optimistic $9M Capex/MW No comment RE: rest of biz. NFA no posn If U think GLXY underval bc val assumes $0 for HELIOS -"
X Link 2026-02-04T21:17Z 43.2K followers, 15.4K engagements

"its jsut math the capex build for P1 is generously $10M/MW. CL was structured at S+475 which is [---] bps today P2 and P3 to get to the remaining [---] MW at the same cost structure will take another $6B - in total will be roughly $8B of financing AKA what GLXY is worth today Contract for P1 is 3% escalator 4.5B nominal over [--] years. Implies $240M Y1 or $120/kW. 90% EBITDA margin is $108/kW. That is roughly 8% unlevered value creation which is under the cost of debt. its effectively uneconomic and a bet on either rates going down or being able to sell to a greater idiot once de risked Put"
X Link 2026-02-04T22:07Z 43.2K followers, [----] engagements

"Hello again Rittenhouse Research. Project yield is inherently variable as it differs based on how many years your lease is actually active. If CRW defaults then your yield is now [--] (technically negative) because you're not getting the full term of the contract. This is me explaining to you what yield is. When I stated 8% value creation that was napkin math comparing unit economics on $/kW contracted vs $/MW paid which was [---] over [---]. This is me explaining to you what value creation is. Another note on reading comprehension - I did not say return math was semantics. I said that whether you"
X Link 2026-02-05T00:14Z 43.2K followers, [---] engagements

"Leases carry material default risk. If U have never structured one of these deals then U simply miss the nuances of yield I assumed as you were talking boldly you had a more well rounded idea of how yield/credit is priced. Your reply on flagging credit risk is "I'm sure Coreweave is going to miss rent bro" showing me a picture where NVDA has bought some common stock is amusing considering US HY YTW is mid/high-6s with CRW 5Y bonds at 9% coupon from [----]. Again for lower tenor and higher on the cap stack than what would effectively be a 15Y tenor instrument likely non-recourse What you miss in"
X Link 2026-02-05T00:38Z 43.1K followers, [---] engagements

"every speaker on the thiccy stream introduces themselves like their background is selling drugs"
X Link 2026-02-05T08:42Z 43.2K followers, [----] engagements

"My sense is until Phase [--] is operational and a full quarter of results (no delays/hiccups) is presented and permenant financing is closed (and ideally at sub-10) the mkt will not embed any value on Helios for GLXY Many things must go right and only then may optimism usher in"
X Link 2026-02-06T10:58Z 43.2K followers, [----] engagements

"Have a fun game - below I will share quotes and you must decide whether it is Chumba or Gammi Chan. I think they should be friends as they are more similar than appears on the surface Please comment your answers below (RE: [--] [--] [--] and [--] are X etc) ------------------------------------------- [--]. "How flattering that gold would try and be more like BTC we should be honored." [--]. "do you think i am retarded . Well considering you just used a comma period and question mark to end a sentence. Yes." [--]. "@grok build me a portfolio that yields 50% annually make no mistakes" [--]. "Guaranteed ETF Sell The"
X Link 2026-02-06T13:47Z 43.2K followers, 15.1K engagements

"@Evan_ss6 was not initially going to be honest until you wrote "(Be honest)" that was a helpful modifier"
X Link 2026-02-07T03:56Z 43.2K followers, [----] engagements

"Even this explanation removes onus of burden. Even simpler: hubris from asset owners benefiting from a long-beta regime & being used to winning w/o having to think critically Bad posn No. Bad HABITS. TACO etc Lev & not typical perp sort. Hard to track. False sense of security People keep wanting some cope-filled reason or explanation for what happened in this crash but sometimes its as simple as a lot of people trying to get out of a small door and this exposing some bad positioning that was established in the months prior https://t.co/yA0vBKd43Q People keep wanting some cope-filled reason or"
X Link 2026-02-07T20:01Z 43.1K followers, 11.1K engagements

"Absolutely excellent thread in detailing further what I am refering to as hidden lev / false sense of security https://x.com/kingfisher_btc/status/2020220162713014641s=46&t=EZUQzxqzI0jyJhwDoB76gQ Here's what this tells us. BTC is maturing. ETFs put a floor under the upside nukes. But the asymmetry hasn't gone anywhere. At 20x leverage: Shorts: 74% chance of liquidation within [--] days Longs: 66% chance Funding rates look like easy money until they're not. https://x.com/kingfisher_btc/status/2020220162713014641s=46&t=EZUQzxqzI0jyJhwDoB76gQ Here's what this tells us. BTC is maturing. ETFs put a"
X Link 2026-02-07T21:26Z 43.1K followers, [----] engagements

"When asked about BTC Warren Buffett once said: I just buy the [---] week moving average"
X Link 2026-02-08T01:05Z 43.2K followers, 37.6K engagements

"at last - the generational bottom Bitcoin is still about $69000 too high https://t.co/CNrgxl2vEE opinion Bitcoin is still about $69000 too high https://t.co/CNrgxl2vEE opinion"
X Link 2026-02-08T12:10Z 43.2K followers, 19.1K engagements

"Mistake: not the right way to view multiple expansion (peak to peak) but even if it were then it would be acceptable for a law of diminishing returns to follow Blunder: comparing [----] to [----] which was COVID adjusted & a window of effective QE. Shall we pull up NFT charts too. https://t.co/mqX19Q8mhb https://t.co/mqX19Q8mhb"
X Link 2026-02-10T13:01Z 43.2K followers, 12.4K engagements

"Demand pulled fwd multiplicatively (Trump win - SBR TCos global RIH). BTC overshot up AND down V robust asset in capturing this PA and. ironically think longevity ++likely bc of this (-) Evangelists (Samani Beck etc) (+) ST/LT allo elsewhere as provably not illogical"
X Link 2026-02-10T14:34Z 43.1K followers, [---] engagements

"@traderview2 "Even if you QE adjust [----] the direction is the same: upside is compressing faster than downside and thats the issue" Does that mean you think if BTC was trading in [----] say as a cycle year you think that should also be viewed as a valid data point for your 3-4 sample size"
X Link 2026-02-10T14:35Z 43.2K followers, [---] engagements

"@traderview2 [----] largely thrown out for most biz (good or bad) when trying to estimate some normalized lvl of cash flow++ The fact that your sample size of producing this "trend" is so reliant on [----] (not your fault BTC just hasnt had that long) = futile exercise"
X Link 2026-02-10T14:37Z 43.2K followers, [---] engagements

"@0xShual it's actually quite hard to bypass firm security in most places to have a sandbox in place to develop custom tools; so far the extent to what Ive seen is mostly Copilot/LLM for scrapping / sourcing"
X Link 2026-02-11T04:54Z 43.2K followers, [---] engagements

"@BickerinBrattle hey George I have no money left. What's your preferred strikes/expiry Big Monetary Frontier fan. Long time sub. Please charge me a cheaper rate than Evanss6"
X Link 2026-02-11T15:44Z 43.2K followers, [----] engagements

"who is more bearish (first that comes to mind) giver chumba giver chumba"
X Link 2026-02-12T01:18Z 43.2K followers, [----] engagements

"@RealAZKicks not sure why the conclusion is unintuitive u can have grok or ai summarize smth entirely so you dont keep using the part of your brain assigned for interpreting subtlety or meaning"
X Link 2026-02-12T08:35Z 43.2K followers, [---] engagements

"@BittexXBT @based16z whats [---] sorry"
X Link 2026-02-12T10:30Z 43.2K followers, [---] engagements

"@fejau_inc @chumbawamba22 thoughts on being long these [--] coins but short chumba stonk"
X Link 2026-02-12T20:59Z 43.2K followers, [----] engagements

"@ZeMirch jestergooning"
X Link 2026-02-14T07:40Z 43.2K followers, [---] engagements

"respectfully i could not disagree more and would tweak this to be: crypto no longer presents the most interesting reward-to-effort for the lazy growth in developer count stalled bc they recognized before retail that the dominant force controlling downstream & distribution was VC $$ incentivizing what-was-hot vs actually-useful: the 17th L2. more block chain space. more TPS. when the incentives in place are telling you that your vision is not reward-worthy what is the natural response such financiers have moved bc they can peddle the dream of infinity in different fields instead via AI and"
X Link 2026-02-06T09:06Z 43.2K followers, 16.2K engagements

"best of luck for said crypto VC funds pivoting to become generalist. it will be challenging to stumble into simply being long beta / momentum as a coherent strategy"
X Link 2026-02-06T09:08Z 43.2K followers, [----] engagements

"hello i am proud to present that i bought x at y price i am sharing this here now that it is 20% up above where i am saying i bought it from"
X Link 2026-02-03T17:41Z 43.2K followers, [----] engagements

"@Celt404 @Evan_ss6 and @chumbawamba22 pvping in the order books. evan won and mogged (was obvious)"
X Link 2026-02-07T20:32Z 43.2K followers, [---] engagements

"@chumbawamba22 @notthreadguy stop lying on my name you are doomposting everywhere i see"
X Link 2026-02-11T21:39Z 43.2K followers, [---] engagements

"The Gully I don't think it's possible to exaggerate how "priced to perfection" the dollar debasement narrative is. Will keep this simple Post-JPN dove election is an environment now barren of marginally better "announcement-of" liquidity events from any world economy. US equities & JPN credit (bonds) are the single largest global players on either side of the capital stack. And were also the last hold outs (US monetary; JPN F&M) on the thematic "run it hot" spin; both capitulated Aug-Sept Until stimulus / spend physically comes in and is not simply being "priced in" - we are simply very full"
X Link 2025-10-17T09:46Z 43.1K followers, 79.2K engagements

"hello i am proud to present that i sold x at y price i am sharing this here now that it is 20% down from where i am saying i sold it at"
X Link 2026-02-03T17:42Z 43.1K followers, [----] engagements

"i was bullish from $125K to here bc htf structure was intact and now that it is not (40% / $50K down) I am starting to think $0 is possible. will need confirmations at $50K and $20K first to make sure. stay tuned"
X Link 2026-02-03T20:14Z 43.2K followers, 42K engagements

"uni didnt just retrace it went below the start of the wick"
X Link 2026-02-12T20:54Z 43.1K followers, 22.5K engagements

"zro didnt just retrace it went below the start of the wick uni didnt just retrace it went below the start of the wick uni didnt just retrace it went below the start of the wick"
X Link 2026-02-16T04:06Z 43.1K followers, 16.4K engagements

"@Evan_ss6 so if i buy btc here at [-----] and it goes to [------] my $1000 becomes $1800 ya ok lol. nobodys getting rich"
X Link 2026-02-16T05:46Z 43.1K followers, 11.6K engagements

"am staying homeless in [----] You know things are bad when all Im thinking about is this advice from @cobie The worst part about cycles for me is not seeing my net worth go to zero but seeing the friends I met in this space move on https://t.co/YK3XHmrz8N You know things are bad when all Im thinking about is this advice from @cobie The worst part about cycles for me is not seeing my net worth go to zero but seeing the friends I met in this space move on https://t.co/YK3XHmrz8N"
X Link 2026-02-13T09:57Z 43.2K followers, 11.5K engagements

"men will do anything to avoid talking to the opposite gender including creating a substack on Valentine's day gChumba. click the link below"
X Link 2026-02-14T17:44Z 43.1K followers, [----] engagements

"i think [--] interesting derivative of being a warsher (which you probably should be - btc's PA since is effectively a polymarket on %chance mkt believes a regime shift is about to occur) is that IF TRUE every chart for almost all assets are no longer relevant 9/11 for chartists"
X Link 2026-02-17T11:09Z 43.2K followers, [----] engagements

"Do we think it is a coincidence that the push for Greenland started escalating shortly after VEN and around a time where the Davos summit is occurring (where all the EU leaders happen to be in person at the same location)"
X Link 2026-01-20T09:53Z 43.1K followers, 11.7K engagements

"I do not think it was a coincedence https://x.com/theinsiderpaper/status/2014086096204730581s=46&t=J0PQCFskPaDL9WcKdvd7eA BREAKING: Under Greenland deal Denmark would give the United States sovereignty over small pockets of Greenlandic land where the United States could build military bases according to three senior officials familiar with the discussion NYT https://t.co/fp1OqBxGV4 https://x.com/theinsiderpaper/status/2014086096204730581s=46&t=J0PQCFskPaDL9WcKdvd7eA BREAKING: Under Greenland deal Denmark would give the United States sovereignty over small pockets of Greenlandic land where the"
X Link 2026-01-21T23:20Z 43.1K followers, [----] engagements

"@0xAmSS @satsdart in [----] i started pursuing crypto more seriously bc it was the best foil to challenge myself as an individual investor (note: investor not trader) to hopefully compliment my trad exp. i dont regret it and am thankful for all the opportunities the asset class has provided"
X Link 2026-01-24T12:04Z 43.1K followers, [---] engagements

"@0xAmSS @satsdart put differently i felt like i had robust enough exp covering the finer parts of finance and crypto was/is exciting because of its amorphous quality. i thought there was a wide enough space for me to provide value"
X Link 2026-01-24T12:06Z 43.1K followers, [---] engagements

"I agree with this. But if we're being intellectually honest: sn't this generally the backbone behind @blknoiz06's championing of meme & celeb-coins 95% of shit is going to [--] but the voices against VC-shitters are more distributed and instos are faceless I have personally never bought a celeb-coin but I don't know you can look at something like $MOTHER and think $W for example is somehow a more ethical asset https://twitter.com/i/web/status/1821217424764514622 https://twitter.com/i/web/status/1821217424764514622"
X Link 2024-08-07T16:10Z 43.1K followers, [---] engagements

"It is time to be The Taker Comment here your best variant view over any timeframe. Any coin / equity / instrument Must be at least 2-3 sentences. The longer it is the more likely I will likely dissect it If you write something I rly like I will gift a comp sub to my Substack"
X Link 2025-01-18T00:33Z 43.2K followers, 14.4K engagements

"If u own a watch: Tech wearable (Apple) Casio etc AP/Rolex Tech wearable (Apple) Casio etc AP/Rolex"
X Link 2025-03-23T01:26Z 43.1K followers, [----] engagements

"Why is there always launchcoin fud on the timeline lmao"
X Link 2025-06-25T04:01Z 43.2K followers, 12.5K engagements

"was prepared for more hawkish slant but presser quite dovish by omission so far. saw many places he couldve pushed back on jan cut or require higher bar. did not. JPOW v accommodative toward being data driven thinks payroll -20K p/m and that non tariff inflation is down. cited many times he thinks inflation is tamed. lots of emphasis on labor w downside risks. says job growth has systematic over count and picture distorted meanwhile thinks current policy is actually already at 2% () inflation non-tariff thinks policy is helping trend to 2% in existing state and attributes lack of"
X Link 2025-12-10T20:09Z 43.1K followers, 13.3K engagements

"u can put $100 into either hermes or rolex today. they will buy your share out (you must sell) in exactly [--] years from today. retained earnings gets rolled into enterprise value. which do you pick and why hermes rolex hermes rolex"
X Link 2026-01-04T22:12Z 43.1K followers, [----] engagements

"Trump is a Sandwich hansel and gretel Trump is not only a carrot dangler he is a sandwich maker The bread is the weekdays The bologna is the weekend Trump is not only a carrot dangler he is a sandwich maker The bread is the weekdays The bologna is the weekend"
X Link 2026-01-19T01:22Z 43.1K followers, 10.9K engagements

"Is this an interesting spot Out of longs. Been a 5-6 week hold Out of longs. Been a 5-6 week hold"
X Link 2026-01-20T23:14Z 43.1K followers, 17.8K engagements

"@Evan_ss6 thanks man. me: ibit fbtc bitb btco ezbc brrr hodl btcw. thoughts"
X Link 2026-01-23T01:03Z 43.2K followers, [----] engagements

"Some analog for BTC vs Gold LTM. Think BOJ this evening could be interesting as a potential pivot point"
X Link 2026-01-23T01:58Z 43.1K followers, 15.4K engagements

"@that1618guy Think you've laid out the scenarios well; wonder about your labelling of dovish vs hawkish tho. To me it seems it's mixed up / the reverse"
X Link 2026-01-23T02:29Z 43.1K followers, [----] engagements

"@satsdart soul searching for whether the asset class is worth the time & effort to re-learn can being levered beta still work perhaps hard to justify empirically tho as BTC return profile vol-adj (so 3xSP500) is roughly identical since the BTC ETF if not lagging for much of it"
X Link 2026-01-24T09:04Z 43.1K followers, [----] engagements

"Putting the below to the test See here below. May include some highlights in the next stream on this Warning: leans more expository than persuasive https://t.co/NNuvnvR5mu https://t.co/q7LB3wcgm9 See here below. May include some highlights in the next stream on this Warning: leans more expository than persuasive https://t.co/NNuvnvR5mu https://t.co/q7LB3wcgm9"
X Link 2026-01-26T23:25Z 43.1K followers, 11.3K engagements

"DAT HYPE Most crypto assets need a catalyst to create a panic bid whereas HYPE as a cyclical asset has organic demand By default a DAT is non-replenishing. That can stabilize headwinds (which are theo finite for smth cyclical) vs. being the tailwind itself (see: ETH DATs)"
X Link 2026-01-26T23:30Z 43.1K followers, 17.3K engagements

"@stoicsavage its uniquely bad for btc and commodities its not as bad for equities"
X Link 2026-01-30T11:55Z 43.1K followers, [----] engagements

"@shitcoin_maxxi @stoicsavage commodities pumping last week or [--] was purely momentum. could very well still be a major inflection point for btc/gold wyd if btc is 75k but gold is 4k"
X Link 2026-01-30T11:58Z 43.1K followers, [---] engagements

"warsh isnt priced in I fear"
X Link 2026-01-30T13:44Z 43.1K followers, 27.6K engagements

"@0x_Kun the concern isnt around rates. i fully believe warsh is aligned and could get it down [---] bps"
X Link 2026-01-30T15:40Z 43.1K followers, [----] engagements

"warsh is not hawkish in the academic sense importantly however he enables and actualizes bessents vision for the Fed. the latter is now a two man game"
X Link 2026-01-30T15:51Z 43.1K followers, [----] engagements

"@izebel_eth @Fidelity @DigitalAssets @RobinhoodApp Free Jez"
X Link 2026-01-31T10:57Z 43.1K followers, [----] engagements

"@DeeZe too easy for the messi of league"
X Link 2026-02-01T04:56Z 43.1K followers, [---] engagements

"metal bros NEED to be punished for their hubris of selecting a non crypto asset to gamba momentum on. go back to the casino me matey"
X Link 2026-02-01T23:45Z 43.1K followers, [----] engagements

"Los Ratones is saving league of legends its just all so peak"
X Link 2026-02-02T01:14Z 43.1K followers, [----] engagements

"The Gully This is quite honestly the worst sentiment I have ever experienced in the crypto space. Total psychological capitulation across every class of person. Investors traders users developers retail. This is absolute rock bottom sentiment (so far). Worse than Luna blowup FTX This is quite honestly the worst sentiment I have ever experienced in the crypto space. Total psychological capitulation across every class of person. Investors traders users developers retail. This is absolute rock bottom sentiment (so far). Worse than Luna blowup FTX"
X Link 2026-02-02T01:14Z 43.1K followers, 12.7K engagements

"franchising paycheck stealers didnt want lr in the league in fear of getting exposed top [--] in lec was unanimously kc mkoi g2 and lr won vs [--] while having a close game w the 3rd"
X Link 2026-02-02T01:47Z 43.1K followers, [----] engagements

"can gold be a momo buy AND a safe haven at the same time"
X Link 2026-02-02T04:06Z 43.1K followers, [----] engagements

"what if [----] is the year of georg robertson"
X Link 2026-02-02T08:06Z 43.1K followers, 11K engagements

"Dev tweeted The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"
X Link 2026-02-03T02:07Z 43.1K followers, [----] engagements

"my world record for pushups in one go is about [----] but the cameras werent on"
X Link 2026-02-03T17:52Z 43.1K followers, [---] engagements

"@0puppeteer0 If Coinbase originated say a $2B loan today to a non-IG counterparty at 8% (so S+400-450) how much equity value would you ascribe it and what do you think a bank would pay for it if they could buy it from CB"
X Link 2026-02-04T19:59Z 43.1K followers, [----] engagements

"sure. close enough. personal ball park would have it closer to 250M even w a gain on sale. EV = PV (today) - BV GLXY has already contributed 350M equity into the project. stated terms 80% LTV EV = [---] (your value) - [---] = [---] Return on HDC 800-900 bps UL from NTP to get to low mid teens is completely & fully an execution story https://twitter.com/i/web/status/2019156866669113837 https://twitter.com/i/web/status/2019156866669113837"
X Link 2026-02-04T21:11Z 43.1K followers, [---] engagements

"U are comparing ABS (DDTL against the GPUs) straight up vs a corporate bond to comment that CoC has went down the ABS is much more similar structurally to Coreweave's off balance sheet arrangement with GLXY. At 11-15% all-in from 23/24 DDTL 1.0-2.0 to your 14% lease. Where is the rerating in rates exactly The cost of capital has not changed. CRWN may have tried to lower it by issuing 9% paper. The mkt has responded. Are these bonds trading at par Pull up and tell me what YTM is. Notwithstanding the fact that their CDS' are blowing out. But I will have to take it at the word of Rittenhouse"
X Link 2026-02-05T04:48Z 43.1K followers, [---] engagements

"@RHouseResearch @kellangrenier @mathburn666 Hopefully helpful for U. Per Let this encourage you in your quest for knowledge. FYI [---] bps tighter over a timeframe where HY spreads have tightened [---] bps https://x.com/friedmandave https://x.com/friedmandave"
X Link 2026-02-05T04:59Z 43.1K followers, [---] engagements

"organic demand on the way up manipulation and smth broke on the way down"
X Link 2026-02-05T06:33Z 43.1K followers, [----] engagements

"have taken [--] naps since Sat and we have dropped 5K during each one"
X Link 2026-02-06T03:54Z 43.1K followers, [----] engagements

"@FredWick7 3x SP500 or some multiple on QQQ probs the more fair approach lol. Still bad tho hehe"
X Link 2026-02-06T05:50Z 43.1K followers, [---] engagements

"crisp outlook on why an OG formerly owned BTC: 1) chart looks good and 2) IMO a flawed vision of how BTC should interact vis-a-vis gold BTC has not failed its use case; though it may appear that way as BTC has more or less only existed in a regime where liq has been up-only A lot of older coin charts look done forever eg. dogecoin ltc ada Bitcoin failed its use case by underperforming gold so severely. Most other projects are not meeting their growth expectations. So institutions are now coming to collect their liquidity A lot of older coin charts look done forever eg. dogecoin ltc ada"
X Link 2026-02-06T08:38Z 43.1K followers, 13K engagements

"scarcity is a feature of any exotic asset (pink slip equities have tighter float vs large cap). this premise is just wrong does the value of an unsub bond trading at 30c change when more and more claims are filed by interested parties the underlying business is in bankruptcy and various creditors have unique views on what the true value is. the answer of course is no: the tug of war is just simply more intense. the more valves the more continuous the range of outcomes case in point: what is the value of an NFT where no buyers exist what if only [--] buyer exists So heres the issue you get"
X Link 2026-02-06T08:51Z 43.1K followers, [----] engagements

"To get to that $1B of EBITDA for Helios will require raising $5B+ more the next [--] months at least 80% of which will require tapping cap mkts. And when combined w the $1.75B already contributed for Phase I is roughly equivalent to the value of GLXY today Earlier this week $GLXY investors were hit with a wave of negative headlines. 1) First the company reported a $500M loss in Q4. 2) Then ERCOT announced it would revisit approvals for additional power capacity just weeks after Galaxy received approval for 830MW. 3)At the same https://t.co/byInOxW958 Earlier this week $GLXY investors were hit"
X Link 2026-02-06T10:53Z 43.1K followers, [----] engagements

"am hearing rumors that this was scimitar capital who received the BTC to make up for the massive alt hole that opened up for them from june [----] Bitcoin on @BithumbOfficial just crashed over 10% below market price. Rumor has it someone got wrong deposit of [----] BTC by mistake and just dumped it all at market price immediately willlld https://t.co/lh0pSxtzmf Bitcoin on @BithumbOfficial just crashed over 10% below market price. Rumor has it someone got wrong deposit of [----] BTC by mistake and just dumped it all at market price immediately willlld https://t.co/lh0pSxtzmf"
X Link 2026-02-06T11:59Z 43.1K followers, 10.1K engagements

"https://www.binance.com/en/square/post/624454 https://www.binance.com/en/square/post/624454"
X Link 2026-02-06T11:59Z 43.1K followers, [----] engagements

"@diffTTT sub 10% for the interest rate"
X Link 2026-02-06T15:14Z 43.1K followers, [---] engagements

"@steve_pemb construction loan is cap mkts - and even if you dont view it that way which is fine inevitably the CL is jsut bridge financing anyways to what will need to come in as permanent financing - so if ST debt for LT debt - then 80% still raising equity = also is cap mkts"
X Link 2026-02-06T16:51Z 43.1K followers, [---] engagements

"BAUSSI #LRWIN"
X Link 2026-02-07T18:37Z 43.1K followers, [----] engagements

"1/ BIG THREAD [--] - I am about to kill all node projects. I don't normally ask for RTs but if you like this please share/comment/etc so we can STOP THE CAP. Have been tweeting against nodes for a month now and I'm getting increasingly frustrated by seeing CT $$ burned to zero"
X Link 2021-12-27T11:45Z 43.2K followers, [---] engagements

"My immediate [--] takeaways / critiques: - I dont think it should be held against him that he is well off to begin with. I do not know the exact specifics behind his family but it should be laudable if he is trying to create his own brand vs living off his dads - I do think he has been flying very close to the sun wrt the tickers he has mentioned lately. I would be surprised if he was doing this maliciously; I agree that it would be obvious if he was using his posts as exit liquidity. For his SOL long which he documented a loss around I was short so that is at least one example of standing"
X Link 2025-01-17T15:26Z 43.2K followers, 57.6K engagements

"Many have interpreted the grift & GCRs tweet that the cycle is over with confluence from the lack of crypto mention in Trumps speech I believe this may be the most asymmetric time to be long in the next [--] years wrt expectations against the reward of a positive EO"
X Link 2025-01-20T17:56Z 43.2K followers, 62.4K engagements

"just remember who the real bulls were giver x owen confluence"
X Link 2025-01-21T18:38Z 43.2K followers, 12.6K engagements

"You guys understand that just because a team decides to do coin buybacks doesnt suddenly improve the fundamentals right Keep seeing the Artemis screenshot thrown around All it does is provide a floor and more often than not said floor ends up becoming a magnet"
X Link 2025-02-16T02:30Z 43.2K followers, 58.6K engagements

"eth dudes on the timeline"
X Link 2025-02-17T17:50Z 43.2K followers, [----] engagements

"I genuinely think this is one of the most interesting unique spots I've seen since August"
X Link 2025-03-04T05:07Z 43.2K followers, 28.1K engagements

"Interesting spot tier list (this cycle only) S - right now A - pre ETH ETF thru Aug [--] B - week of Trump inaug pre-election Nashville summer Germany sell-off C - pre BTC ETF thru Jan [--] HYPE TGE GOAT release Dec [--] D - Sep [--] (Fed cut) F - Feb-Apr [--] AI meta (AIXBT+)"
X Link 2025-03-19T05:37Z 43.2K followers, 30.1K engagements

"Im down to tax the rich now since I probably wont have to pay any this year lfg"
X Link 2025-05-11T01:51Z 43.2K followers, 31.1K engagements

"Longed everything before the dip btw"
X Link 2025-06-20T20:36Z 43.2K followers, 22.4K engagements

"MSTR is Capped Today MSTR announced guidance that they will no longer issue common equity to fund BTC purchases unless the company trades at =2.5x NAV. For reference their NAV currently is 1.8x. For MSTR to hit this 2.5x threshold: MSTR would need to go to $500-600/sh. This is obviously a big deal - they are a prominent buyer of BTC and was the original gen0 TCo. For reference: MSTR's average weekly purchase quantum YTD has roughly been $850M And since the beginning of November to today Saylor has bought roughly $36B of BTC. Of that $36B $8B of that was in preferred instruments and $5B was in"
X Link 2025-07-31T21:09Z 43.2K followers, 103.1K engagements

"See soup thread below on this The internet is awesome because it (i) enables anyone to become top percentile at (mostly) any skill from anywhere in the world; (ii) commodifies distribution so that you can literally reach the entire world; and (iii) provides an immense corpus of knowledge and lessons from The internet is awesome because it (i) enables anyone to become top percentile at (mostly) any skill from anywhere in the world; (ii) commodifies distribution so that you can literally reach the entire world; and (iii) provides an immense corpus of knowledge and lessons from"
X Link 2025-08-25T17:03Z 43.2K followers, [----] engagements

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