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@thedefivillain Avatar @thedefivillain VIKTOR

MicroStrategy (MSTR) is making moves with its Bitcoin treasury, buying 4225 BTC worth $472m last week through various at-the-market (ATM) offerings. The company's "flywheel" strategy seems to be in full force, with other firms taking note and launching similar treasury companies for altcoins. This has sparked debate about the viability and potential risks of these treasury companies.

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Social category influence cryptocurrencies #875 finance XXXX% stocks XXXX% nfts #193 exchanges XXXX% technology brands XXXX%

Social topic influence $btc #351, mstr #38, saylor #21, alts 3.51%, altcoins 3.51%, $pump #42, coins #304, $eth 2.34%, pengu #94, $pengu #73

Top accounts mentioned or mentioned by @grok @thedailydegenhq @tradernoah @angleprotocol @sommfinance @thespacecatjr @tiza4thepeople @bahadir_sevik @sigmasquared @jarvisnetwork @outpxce @cobie @ryzzqq @pumpdotfun @jonathanmarfaw @bazxbt @mlmabc @satospom @burstingbagel @pickle_crypto

Top assets mentioned Bitcoin (BTC) PumpBTC (Governance token) (PUMP) Ethereum (ETH) Pudgy Penguins (PENGU) Strategy (MSTR) Spark (SPK) Strategy Incorporated (STRF) Berachain (BERA) Sahara AI (SAHARA) OtterHome (HOME) Resolv (RESOLV) Solana (SOL) Hundred Million (100M) USDC (USDC) Strike (STRK) Stride (STRD) Pump.fun (PUMP) SBET (SBET) SharpLink Gaming (SBET) GameStop, Corp. (GME) HyperChainX (HYPER) Celestia (TIA) Gala (GALA) BLAST (BLAST) Aptos (APT) Cosmos (ATOM) LAToken (LA) Newton Protocol (NEWT) Sophon (SOPH) Huma Finance (HUMA)

Top Social Posts #

Top posts by engagements in the last XX hours

"@outpxce The way you structure the trade and size it makes it very interesting and profitable in a lot of situations you just have to be aware that it's not free There are hundreds of altcoins listed on CEXes so there's a myriad of ways to structure a short alts leg"
@thedefivillain Avatar @thedefivillain on X 2025-07-20 18:50:56 UTC 54.6K followers, XXX engagements

"It's great to see the team at @AngleProtocol cook You can currently earn XX% on $stUSD with (in my opinion) minimal risk and without having to lock your capital or anything and it is available on cheap fees L2s too"
@thedefivillain Avatar @thedefivillain on X 2024-06-06 17:22:01 UTC 54.6K followers, 5709 engagements

"$MSTR bought 4225 BTC ie $472M last week - $330M from the $MSTR ATM - $71M from the $STRK ATM - $55M from the $STRF ATM - $15M from the $STRD ATM A light pressure on the common stock and an increasing amount coming from the preferred stocks"
@thedefivillain Avatar @thedefivillain on X 2025-07-14 12:05:47 UTC 54.6K followers, 4630 engagements

"@sommfinance @unichain And people still can't withdraw their money from the Real Yield ETH vault"
@thedefivillain Avatar @thedefivillain on X 2025-06-21 07:40:53 UTC 54.6K followers, XXX engagements

"Absolutely hilarious that I randomly picked $XX as entry price in my imaginary example and one hour later they announce an $ETH treasury company with $XX entry price for the early investors What kind of simulation is this"
@thedefivillain Avatar @thedefivillain on X 2025-07-21 11:20:58 UTC 54.6K followers, 8045 engagements

"$PUMP is the easiest 0.7x in size you can get in the market right now"
@thedefivillain Avatar @thedefivillain on X 2025-07-18 08:47:16 UTC 54.6K followers, 42.1K engagements

"On this dip does it feel like people are scared and looking to reduce their risk or are they boldly "buying the dip in a bull run" I'd say the former Which is better to see if you have a bullish bias"
@thedefivillain Avatar @thedefivillain on X 2025-07-22 08:55:10 UTC 54.6K followers, 10.6K engagements

"Saylor recently said that they would probably get rid of convertible bonds in their capital structure This means that $STRF will sit on top of the capital stack backed by their entire $BTC treasury Send STRF to $200"
@thedefivillain Avatar @thedefivillain on X 2025-07-17 16:02:06 UTC 54.6K followers, 2418 engagements

"If you wanted to know how to exit a $650M position in $ETH this is how you do it btw"
@thedefivillain Avatar @thedefivillain on X 2025-07-21 11:02:50 UTC 54.6K followers, 133.2K engagements

""Why does Saylor need to issue a new preferred stock " He is filling the void on this chart to appeal to different pools of capital Each new instrument makes the whole structure stronger not weaker It will take a lot of time for the market to understand all these preferred before allocating So Saylor might as well issue them and let people digest them progressively MSTR is not very levered right now. He is in a position of strength and is quietly executing his plan"
@thedefivillain Avatar @thedefivillain on X 2025-07-23 11:03:14 UTC 54.6K followers, 5000 engagements

"The reason for me flipping quickly from a bearish to a bullish bias on altcoins is because of reflexivity $BTC going into price discovery means that animal spirits go into altcoins which then dramatically changes the risk-profile of these alts : Once reflexivity kicks in these can 2x-5x in a very short time as pumps attract significant inflows of buyers and early short-sellers end up fueling the final legs If altcoins are going to get a risk-on szn it has to be now and being on the wrong side of the trade carries a horrendous r/r On top of that add the reflexive nature of the $SBET $ETH"
@thedefivillain Avatar @thedefivillain on X 2025-07-16 11:48:20 UTC 54.6K followers, 3647 engagements

"Okay give me your best low caps on CEXes that can pull an easy 2x-4x"
@thedefivillain Avatar @thedefivillain on X 2025-07-14 09:20:35 UTC 54.6K followers, 8373 engagements

"Realistically any other team could have ended up creating PumpFun but that's clearly not true for HyperLiquid"
@thedefivillain Avatar @thedefivillain on X 2025-07-17 11:45:51 UTC 54.6K followers, 2407 engagements

"MSTR flywheel in full force on $SBET They raised $400M+ in a week which is pretty impressive. Saylor raised "only" $300M+ last week through the MSTR ATM. That's overall bullish for $ETH and alts. Basically SBET will keep buying ETH as long as the SBET/ETH ratio does not dump"
@thedefivillain Avatar @thedefivillain on X 2025-07-15 13:45:48 UTC 54.6K followers, 17K engagements

"Are we getting another 2x squeeze in a day"
@thedefivillain Avatar @thedefivillain on X 2025-07-23 13:41:24 UTC 54.6K followers, 2185 engagements

"The Pareto distribution in the returns of coins is a nightmare for shorts Because the top performers often end up outperforming the next cohort by 2x-5x If you find yourself shorting them without invalidation you are in for some pain $PENGU $SPK $ZORA"
@thedefivillain Avatar @thedefivillain on X 2025-07-23 13:11:37 UTC 54.6K followers, 3051 engagements

""Under an agreement with the Ethena Foundation we may direct an initial purchase of locked ENA matching the PIPE proceeds""
@thedefivillain Avatar @thedefivillain on X 2025-07-21 13:45:59 UTC 54.6K followers, 7234 engagements

"@SigmaSquared_ $180M is more than 10x larger than his pos why would such an OI decrease mean that he closed"
@thedefivillain Avatar @thedefivillain on X 2025-07-17 15:06:12 UTC 54.6K followers, 7756 engagements

"@cobie @Tiza4ThePeople The fiduciary responsibility argument can be extended to infinity to justify making profit by doing the most mercenary stuff as long as you make sure that it's legal As I said I am not debating the legality of this PUMP flip"
@thedefivillain Avatar @thedefivillain on X 2025-07-22 12:55:25 UTC 54.6K followers, 1781 engagements

"@sommfinance People still can't withdraw from your largest vaults stop tweeting"
@thedefivillain Avatar @thedefivillain on X 2025-06-27 09:29:26 UTC 54.6K followers, XXX engagements

"@sommfinance Can you stop tweeting and make sure that people are able to withdraw from your vaults"
@thedefivillain Avatar @thedefivillain on X 2025-07-18 22:40:37 UTC 54.6K followers, XXX engagements

"Tell me you've never looked at the $MSTR balance sheet without telling me"
@thedefivillain Avatar @thedefivillain on X 2025-07-18 08:45:29 UTC 54.6K followers, 5345 engagements

"$HYPER : A coin up almost 6x in a day because it got listed on Upbit (and Koreans thought it was Hyperliquid) Which does not have the "-6000% APR" funding anymore. looks like a very attractive short Is it bait or is it free money"
@thedefivillain Avatar @thedefivillain on X 2025-07-12 09:37:04 UTC 54.6K followers, 19.4K engagements

"I wrote this yesterday when $SPK was trading below $XXX A short squeeze ends with the vertical part of the parabola where the price moves get completely crazy Yesterday $SPK was already up +230% in a few days but it was not worth the risk getting into the short trade at this moment Pulling up another 2x from there could have looked stupid but it's what happened today with the liquidation of several shorts in a one-minute god candle Unfortunately I didn't put resting ask orders around the $2bn FDV level which would have been an instant +12% profit trade. I've entered the short trade now though"
@thedefivillain Avatar @thedefivillain on X 2025-07-23 11:33:43 UTC 54.6K followers, 5125 engagements

"Full recap of the crypto narratives of 2023 month by month : (1/n)"
@thedefivillain Avatar @thedefivillain on X 2024-03-26 20:12:57 UTC 54.6K followers, 81.2K engagements

"All-weather portfolio - crypto edition $TIA $BERA $GALA $BLAST $APT $ATOM"
@thedefivillain Avatar @thedefivillain on X 2025-07-17 11:36:42 UTC 54.6K followers, 6315 engagements

"This is truly a crazy chart designed to make the holders of this asset become completely insane"
@thedefivillain Avatar @thedefivillain on X 2025-07-20 18:57:20 UTC 54.6K followers, 226.2K engagements

"@0xtuba There's one or X orders of magnitude of difference in the mNAV premium vs Olympus & co"
@thedefivillain Avatar @thedefivillain on X 2025-07-20 19:52:13 UTC 54.6K followers, XXX engagements

"$SPK $SAHARA $NEWT $SOPH $HOME $RESOLV $HUMA $C $M $LA There are a lot of new tickers"
@thedefivillain Avatar @thedefivillain on X 2025-07-23 12:52:19 UTC 54.6K followers, 2899 engagements

"Recap of the past X weeks in crypto : - $BTC dump to sub $99k on Iran-Israel conflict now already back to $107k. - Altcoins bottomed locally vs BTC on June XX but overall still struggling and lacking narratives. - $SOL ETF with staking could be approved soon $JTO and $MNDE are benefitting from it - $SYRUP has been one of the best cooks of the past X months. Other "mid cap DeFi coins with fundamentals" such as $LQTY $EUL $FLUID are candidates for a pump too - Random top performers among large caps : $SEI $PENGU $MOVE $W $BCH. $ARB is up +20% because of Robinhood L2 too. - $BANANAS31 is"
@thedefivillain Avatar @thedefivillain on X 2025-06-30 10:27:45 UTC 54.6K followers, 17.1K engagements

"This was a good idea apparently When alts run they really run and $ETH being strong is the main bull case for altcoins"
@thedefivillain Avatar @thedefivillain on X 2025-07-20 17:54:05 UTC 54.6K followers, 8672 engagements

"I just realized these dummies did really 'put the money back into the chart' 🥲"
@thedefivillain Avatar @thedefivillain on X 2025-07-08 10:36:03 UTC 54.5K followers, 4976 engagements

"Saylor is basically issuing a X% APR stablecoin with monthly payments $STRC is an extremely attractive product"
@thedefivillain Avatar @thedefivillain on X 2025-07-23 16:37:14 UTC 54.6K followers, 3526 engagements

"Schelling point $PENGU (I am bullposting a coin I am not even net long on 🥲)"
@thedefivillain Avatar @thedefivillain on X 2025-07-23 11:40:28 UTC 54.6K followers, 8252 engagements

"You must really have zero shame as a fund to buy $100M of $PUMP at the ICO and then sell it all in a week for a +25% gain"
@thedefivillain Avatar @thedefivillain on X 2025-07-22 11:06:16 UTC 54.6K followers, 126.6K engagements

"One of the main reasons for me to remain bullish is to think about how I would feel if I was shorting alts here I would be underwater and sweating"
@thedefivillain Avatar @thedefivillain on X 2025-07-21 14:29:39 UTC 54.6K followers, 5527 engagements

"A fun fact about the treasury companies is that the less logical place for the premium to NAV to trade at is X - Either the company is doomed and will end up collapsing in which case it should trade at a strict discount to NAV - Or it won't collapse in which case it will be able to generate yield on its underlying asset which means it should trade at a strict premium"
@thedefivillain Avatar @thedefivillain on X 2025-07-20 08:09:05 UTC 54.6K followers, 5486 engagements

"$M is still a $4bn FDV coin for no other reason that extremely low float The most similar coin I can think of might be $ALEO which pumped to almost $10bn after launch and currently trades at $400M FDV. But in the meantime there is always a risk of $M being crimed up so it's not risk-free"
@thedefivillain Avatar @thedefivillain on X 2025-07-15 11:16:03 UTC 54.6K followers, 5986 engagements

""Yeah that guy who is buying billions of $BTC every month is a total moron he will blow up" "Wait you want to use a Nasdaq-listed company to buy my altcoin LFGGGG""
@thedefivillain Avatar @thedefivillain on X 2025-07-21 18:17:13 UTC 54.6K followers, 2638 engagements

"@Tiza4ThePeople Gentleman's agreement People seem to forget that the retail sale got filled in less than XX minutes and a lot of people were frustrated that their buy order did not go through"
@thedefivillain Avatar @thedefivillain on X 2025-07-22 12:41:56 UTC 54.6K followers, 3671 engagements

"Shorting new coins is a double-edged sword Down only when there is zero bid in a risk-off market But they can pump very violently once the market goes risk-on"
@thedefivillain Avatar @thedefivillain on X 2025-07-23 12:28:45 UTC 54.6K followers, 5592 engagements

"If buying $PUMP at $4bn FDV is an excellent deal then surely the pre-launch perp contracts should be trading higher than $5.2bn What do you think"
@thedefivillain Avatar @thedefivillain on X 2025-07-10 09:03:19 UTC 54.6K followers, 21.1K engagements

"@itscorrekt @crypto_condom No the premium also comes from levering up and selling fixed income at an interest rate low enough for BTC CAGR to be able to cover it"
@thedefivillain Avatar @thedefivillain on X 2025-07-22 07:32:24 UTC 54.6K followers, XXX engagements

"The 4-year cycle does not exist anymore The Bitcoin for Corporations narrative has just begun XRP is topped forever MSTR is going to reach Mag7 size STRK is going to trade above $200"
@thedefivillain Avatar @thedefivillain on X 2025-07-01 08:51:27 UTC 54.6K followers, 5470 engagements

"That $117k level is heavily defended on $BTC I'd like to see a higher high + higher low on LTF now The 45k BTC are still sitting in Galaxy Digital wallets and the stack is not decreasing not sure if these will have to be sold or not Risk-on szn should not be over yet"
@thedefivillain Avatar @thedefivillain on X 2025-07-22 07:46:13 UTC 54.6K followers, 5788 engagements

"@SigmaSquared_ Wait what His long was never even close from X figs"
@thedefivillain Avatar @thedefivillain on X 2025-07-17 15:04:08 UTC 54.6K followers, 1816 engagements

"How to blow up XXX : Holding onto a losing short. INCREDIBLY dangerous Your brain will block you from cutting it once the negative uPnL gets large enough And that's where the real trouble begins. Because the size of your losing short is increasing as you are already deeply underwater Truly a recipe for disaster And a pair trade can lead to this outcome if the short leg goes very wrong Always favor survival over anything else anon 🫡"
@thedefivillain Avatar @thedefivillain on X 2025-07-22 22:15:02 UTC 54.6K followers, 13.1K engagements

"Trying a $BERA breakout long here because why not"
@thedefivillain Avatar @thedefivillain on X 2025-07-23 08:15:31 UTC 54.6K followers, 5232 engagements

"CT is still freaking out about Saylor and calling MSTR a ponzi Yeah I think BTC is fine here"
@thedefivillain Avatar @thedefivillain on X 2025-07-22 11:43:21 UTC 54.6K followers, 4532 engagements

"My article about Microstrategy is out Feel free to comment below if you have questions happy to answer"
@thedefivillain Avatar @thedefivillain on X 2025-02-12 10:36:07 UTC 54.6K followers, 62.9K engagements

"Wow people are really commenting "but $25M profit is a lot it's rational to do it" completely missing my point Do people have zero notion about honor or"
@thedefivillain Avatar @thedefivillain on X 2025-07-22 11:18:03 UTC 54.6K followers, 11.8K engagements

"@BazXbt Gib a few more vertical moves before that"
@thedefivillain Avatar @thedefivillain on X 2025-07-21 14:31:19 UTC 54.6K followers, XXX engagements

"I still think the best framework is risk-on szn vs "cycle" Which means : - No 'cycle top' on BTC - Few weeks of significant strength in the whole market - Alts manage to outperform BTC during risk-on szn - Get cautious once alts start doing crazy things - Hedge by shorting alts when this happens"
@thedefivillain Avatar @thedefivillain on X 2025-07-16 10:32:11 UTC 54.6K followers, 10.2K engagements

"As for the catch-up trade maybe $HOME and $RESOLV longs could cook now too"
@thedefivillain Avatar @thedefivillain on X 2025-07-23 11:36:54 UTC 54.6K followers, 2555 engagements

"So far it's mostly been : Dino coins (again) : $XLM $HBAR $XRP Memes : $PENGU $BONK $MOG"
@thedefivillain Avatar @thedefivillain on X 2025-07-15 12:14:31 UTC 54.5K followers, 5356 engagements

"The liquidation of shorts is pushing $SAHARA up"
@thedefivillain Avatar @thedefivillain on X 2025-07-23 13:28:46 UTC 54.6K followers, 2770 engagements

"Of course you CAN do it it's perfectly legal and you are just playing by the rules But if you got in the instit sale there should be a gentleman's agreement not to go for a quick flip @pumpdotfun should publish a "wall of shame" list of institutional flippers"
@thedefivillain Avatar @thedefivillain on X 2025-07-22 11:12:51 UTC 54.6K followers, 16.3K engagements

"The people who were convinced that the mNAV premium of $MSTR should converge to X after the ETFs launch fundamentally misunderstand how MSTR works Funnily enough after a 3x outperformance by MSTR over $BTC they are still making the exact same mistake and assuring you that the premium will collapse You've been absolutely dead wrong for one and a half year but surely you are just one the verge of being proven right"
@thedefivillain Avatar @thedefivillain on X 2025-07-23 07:57:26 UTC 54.6K followers, 3757 engagements

"@satosPom @AgentChud Sell fixed income instruments buy BTC OR sell common stock buy BTC"
@thedefivillain Avatar @thedefivillain on X 2025-07-17 19:48:11 UTC 54.6K followers, XXX engagements

"@TraderNoah You are missing the fact that MSTR premium can be justified rationally as long as they are able to issue fixed income instruments that have a lower cost than the $BTC CAGR. Unless you think BTC returns will compress below XX% annually MSTR should trade at a premium"
@thedefivillain Avatar @thedefivillain on X 2025-07-22 12:33:34 UTC 54.6K followers, XXX engagements

"List of candidates for clearly over-valued coins that could deflate in a day : $FTN $SAROS $IP $WAL"
@thedefivillain Avatar @thedefivillain on X 2025-06-15 22:15:38 UTC 54.6K followers, 3403 engagements

"Well even if $PUMP ends up going to $9bn (or more) the opportunity cost is pretty bad right now"
@thedefivillain Avatar @thedefivillain on X 2025-07-17 18:45:19 UTC 54.6K followers, 14.6K engagements

"This is how the alt treasury company scheme works : Company ABC trades on Nasdaq at $10M mcap with a share price of $XX The company "raises" $100M from investors/VCs at its current $XX mkt price These investors hold almost all of the company as a consequence The company acquires $100M of an altcoin to become a treasury company (most scammy scenario is when the investors are the ones "selling" their locked tokens to the company) mNAV is close to 1x when this deal is done privately The deal is announced publicly Retail can start aping into the shares of this company The share price quickly goes"
@thedefivillain Avatar @thedefivillain on X 2025-07-21 09:41:10 UTC 54.6K followers, 94.8K engagements

"@thespacecatjr ChatGPT would give you the answer in XX sec. Does your ETF have an increasing amount of BTC per share Nope This means that a treasury company does have a theoretical () floor that is compounding in BTC terms That's something you can't find anywhere else"
@thedefivillain Avatar @thedefivillain on X 2025-07-18 08:41:09 UTC 54.6K followers, XXX engagements

"It's almost like everyone started jeeting $SOL since they've heard about Joe McCann's fund performance"
@thedefivillain Avatar @thedefivillain on X 2025-07-23 13:44:18 UTC 54.6K followers, 5601 engagements

"The higher we pump the more careful you should be But I don't see many reasons to get too defensive already I expect we still have higher to go from here"
@thedefivillain Avatar @thedefivillain on X 2025-07-21 07:16:17 UTC 54.6K followers, 10.9K engagements

"A treasury company on $BTC is a clever way to outperform BTC A treasury company on an altcoin is a way to make short-term gains with a very high risk of the vehicle going to zero in the long run"
@thedefivillain Avatar @thedefivillain on X 2025-07-22 15:11:44 UTC 54.6K followers, 3309 engagements

"$DEGEN is a coin that always goes vertical at some point during risk-on szn I am tempted to take a position and just wait to clip a 2x-3x"
@thedefivillain Avatar @thedefivillain on X 2025-07-13 18:04:26 UTC 54.6K followers, 5223 engagements

"The only way to push CT to get interested in the Saylor playbook was to apply it on altcoins"
@thedefivillain Avatar @thedefivillain on X 2025-07-21 18:02:20 UTC 54.6K followers, 4280 engagements