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@ec265 "@krugman87 @RH_MFER @nwler99 The difference is a productive asset Even if you assumed that mNAV returned to X the NAV would forever be increasing due to the yield"
@ec265 on X 2025-07-22 18:39:41 UTC 2695 followers, XX engagements

"@RP_Intern @superphiz @NasdaqBTCS @Rocket_Pool Keeping stake decentralised makes your $ETH more valuable pass it on"
@ec265 on X 2025-07-22 12:03:42 UTC 2700 followers, XXX engagements

"@nwler99 @krugman87 Yes exactly this More capital efficient (higher yield and a wider variety of DeFi plays) plus a share in the growth"
@ec265 on X 2025-07-22 18:03:09 UTC 2681 followers, XX engagements

"@vaneck_us Hopefully not related to the Epstein files"
@ec265 on X 2025-07-24 05:39:38 UTC 2699 followers, XX engagements

"@ImpermaLost But What if I don't want to make a career hating $ETH"
@ec265 on X 2025-07-23 07:55:27 UTC 2694 followers, XX engagements

"@publius_val @BenDiFrancesco I cant take credit for it But Ethereum is against Bitcoin"
@ec265 on X 2025-07-21 17:36:25 UTC 2674 followers, XXX engagements

"The biggest thing holding the crypto industry back is the systemic Bitcoin maximalism engrained in every CEX I understand the Bitcoin network thats why I choose the Ethereum network"
@ec265 on X 2025-07-22 09:13:53 UTC 2699 followers, 7239 engagements

"I mean this sincerely; please don't fumble your $ETH bag for anything less than 5-digit $ETH There is a reason other people want it"
@ec265 on X 2025-07-19 04:48:10 UTC 2696 followers, 11.6K engagements

"@DeFi_Dad When will you rotate your $BTC to $ETH"
@ec265 on X 2025-07-20 12:35:53 UTC 2677 followers, XXX engagements

"That didn't take long $SBET acquiring an additional 75k $ETH in a matter of days to surpass the EF Insane Competition between treasury companies is going to lead to the mother of all supply shocks Higher"
@ec265 on X 2025-07-15 12:19:02 UTC 2699 followers, 2730 engagements

"@helincesxyz @autismintern I can grow the follower count 2x Put me in coach"
@ec265 on X 2025-07-23 12:12:19 UTC 2700 followers, XX engagements

"@5dayoldburrito @CamiRusso @hasufl @LidoFinance Yup He is a great thinker but he has some clear blind spots when it comes to his own self interests"
@ec265 on X 2025-07-24 07:29:21 UTC 2700 followers, XX engagements

"@drjasper_eth @NasdaqBTCS @Rocket_Pool @aave @ethereumJoseph Yeh super impressed with their approach and sets them apart operationally which is much needed going forward in order to differentiate themselves from the inevitable XXX other treasury companies"
@ec265 on X 2025-07-19 18:31:51 UTC 2700 followers, XXX engagements

"You love to see it TradFi embracing DeFi and vice versa @Rocket_Pool 🤝 @NasdaqBTCS"
@ec265 on X 2025-07-24 08:42:07 UTC 2700 followers, XXX engagements

"@krugman87 @nwler99 Not yet And thats almost entirely the point of my post that I quoted you are not getting diluted and the yield is better"
@ec265 on X 2025-07-22 18:13:44 UTC 2695 followers, XX engagements

"@IGNIS_ratio @Rocket_Pool @NasdaqBTCS $RPL is the true Ripple $XRP army take note"
@ec265 on X 2025-07-24 08:45:53 UTC 2699 followers, XXX engagements

"Study Ethereum alignment $SBET ✅ $BMNR ❌ $BTCS ✅ $BTBT ❓ $DYNX ✅ $GAME ❓"
@ec265 on X 2025-07-23 08:17:34 UTC 2700 followers, 6126 engagements

"@coinbase @chamath @brian_armstrong @immuneeb Real men gather gwei"
@ec265 on X 2025-07-21 12:41:26 UTC 2688 followers, XXX engagements

"@CryptoTaxJme How do you report a NGNL transfer on a Self Assessment"
@ec265 on X 2025-07-22 07:22:28 UTC 2695 followers, XXX engagements

"@gamiwtf @intlmemefund @LidoFinance Try $rETH"
@ec265 on X 2025-07-19 15:30:09 UTC 2678 followers, XXX engagements

"🫡 A lot of people overthinking this Its a race to accumulate $ETH; yes shares are sold for this purpose but ultimately it still drives value because they are purchasing $ETH Lubin isnt a reckless nobody hes going to do this in a careful manner; by focusing on ETH concentration"
@ec265 on X 2025-07-22 13:39:23 UTC 2699 followers, XXX engagements

"ETH demand ETH supply Thats it thats the tweet"
@ec265 on X 2025-07-24 04:20:40 UTC 2699 followers, 3080 engagements

"Im an $SBET bull but most people seem to be calculating mNAV incorrectly and its higher than most think Each week more shares are being issued through the ATM and yet most people are using a static number of outstanding shares (65M) for the market cap mNAV is closer to 3.7x"
@ec265 on X 2025-07-16 05:43:46 UTC 2695 followers, 13K engagements

"@Rocket_Pool @aave @drjasper_eth @NasdaqBTCS @ethereumJoseph 👀"
@ec265 on X 2025-07-20 08:28:34 UTC 2700 followers, XXX engagements

"@superphiz @RP_Intern @NasdaqBTCS @Rocket_Pool"
@ec265 on X 2025-07-22 12:21:27 UTC 2699 followers, XXX engagements

""If Btc's monetary premium collapses it will all accrue to ETH" 🎯 They will tell you that BTC and ETH are different and don't compete for the simple fact that if you put them side by side there is only one winner $ETH is a threat they want to quash"
@ec265 on X 2025-07-23 15:01:07 UTC 2699 followers, 1543 engagements

"@nicrypto This shouldnt come as a surprise"
@ec265 on X 2025-07-15 08:42:50 UTC 2697 followers, XXX engagements

"@AminCad Not convinced - there is a maxi culture in these firms Not just talking about Twitter presence and external comms but also internal comms And its a chicken and egg; they support BTC the most and so of course its the most traded asset and then that reinforces the position"
@ec265 on X 2025-07-22 12:09:48 UTC 2699 followers, XXX engagements

"@Cointelegraph Cute $SBET purchased more $ETH in a single day last week Study supply shocks"
@ec265 on X 2025-07-23 04:59:36 UTC 2699 followers, XXX engagements

"@SharpLinkGaming wen @Rocket_Pool like the chads over at @NasdaqBTCS"
@ec265 on X 2025-07-16 13:20:00 UTC 2700 followers, 1049 engagements

"@calebini @FigoETH appreciate the sentiment but we are winning but it's not a time to rest keep pushing keep winning higher $ETH"
@ec265 on X 2025-07-23 08:43:27 UTC 2700 followers, XX engagements

"@evan_van_ness Sorry I shouldve been clear ETH market cap is going to 10x BTCs aspirational market cap of 21T"
@ec265 on X 2025-07-21 17:50:34 UTC 2695 followers, XXX engagements

"Dont midcurve the $SBET $5b facility Yes more shares will be issued But no that doesnt mean it isnt accretive Basic math: (a) $5b/$30 (current share price) = 166M shares (153% increase) (b) $5b/$100 (assumed share price) = 50M shares (46% increase) $5b buys 1.4M $ETH at current prices Total $ETH holdings become 1.8M $ETH price increases to $10k and NAV is $18b Based on new shares we have (a) $8.2b market cap at $XX (b) $15.8b market cap at $XXX Assume 2x mNAV (a) $8.2b to $36b is 4.4x and share price is $XXX (b) $15.8b to $36b is 2.3x and share price is $XXX So today you can spend $XX and"
@ec265 on X 2025-07-19 07:03:02 UTC 2700 followers, 61K engagements

"@FlynnTheMaestro @NeriteOrg @CupOJoseph @RocketPool @Rocket_Pool FYI"
@ec265 on X 2025-07-23 15:56:14 UTC 2697 followers, XX engagements

"@superphiz @RP_Intern @NasdaqBTCS @Rocket_Pool Youll have to forgive him hes just an intern"
@ec265 on X 2025-07-22 12:20:19 UTC 2699 followers, XXX engagements

"To all those that still think share dilution is bad: Look at the $ETH Concentration Thats the metric that matters - ignore the noise As long as this isnt decreasing then the dilution is accretive You quite literally have more $ETH per share And its increased from XXXX to XXXX Thats the definition of generating shareholder value $ETH good more $ETH better"
@ec265 on X 2025-07-22 13:27:54 UTC 2699 followers, 15.1K engagements

""100% of SharpLinks ETH is staked earning XXX ETH in rewards since the strategy began" Now that's real yield None of this capital appreciation represented as yield malarkey $ETH Treasury Companies and Staking ETFs will give investors the yield they crave"
@ec265 on X 2025-07-01 16:39:31 UTC 2696 followers, 8965 engagements

"COMPLETE: XX% increase in gas limit (36M - 45M) Block #22968004 Ethereum is scaling"
@ec265 on X 2025-07-21 13:57:45 UTC 2700 followers, 6851 engagements

"@OscarRubnRubio1 @ImpermaLost Don't wish to be rude but you need to pay closer attention to the details It is $5b not 5b shares and current shares outstanding are 114M And this is largely irrelevant when they are using it to buy $ETH The more $ETH the better"
@ec265 on X 2025-07-18 09:57:01 UTC 2681 followers, XXX engagements

"ETH can offer a rare combination of capital appreciation and native yield making it an institutional titan. Its value is reinforced by strong onchain utility and a global community of developers. No other asset including BTC matches the depth of its ecosystem and built-in earning potential These guys get it do you"
@ec265 on X 2025-07-08 15:17:13 UTC 2696 followers, 1549 engagements

"As nice as it is to have a bullish thread from BTC enjoyers it is still inaccurate $ETH has an issuance cap and price is set by supply and demand $BTC has a supply cap and price is set by supply and demand An issuance cap guarantees security; a supply cap does not"
@ec265 on X 2025-07-23 05:04:41 UTC 2699 followers, 9958 engagements

"Kraken Gemini Coinbase Bitfinex Binance etc. They are all the same and all led by BTC maximalists All got in early and have big bags and afraid to upset the balance because they rely on trading fees from BTC whalesbecause the only thing you can do with BTC is use a CEX"
@ec265 on X 2025-07-22 10:42:59 UTC 2699 followers, XXX engagements

"@JourneyMacro Trying their best to force a cascade Meanwhile ETF's and DAT's are saying thank you very much"
@ec265 on X 2025-07-23 10:04:05 UTC 2699 followers, XXX engagements

"@BenDiFrancesco Ethereum is against Bitcoin"
@ec265 on X 2025-07-21 17:05:17 UTC 2697 followers, 1311 engagements

"@alifc Its a power and wealth distribution thing But it can only last for so long I just hope they can become more forward thinking Coinbase is getting close but Brian needs to lean in more"
@ec265 on X 2025-07-22 10:53:32 UTC 2699 followers, XXX engagements