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@btc_overflow "@80IQmindset The BTCTC part of this cycle at least reminds me so much of 2017"
@btc_overflow on X 2025-07-25 01:37:00 UTC 15.3K followers, XXX engagements

"Unless someone can show me a source showing that the final share count for $STRC was higher than Fidelity says it was I'm pretty sure reports of $2.8B are based on incorrectly calculating the raise at $XXX par when the shares actually sold for $XX. Should be $2.52B. Still huge"
@btc_overflow on X 2025-07-25 05:50:06 UTC 15.3K followers, 6758 engagements

"Is retail going to get rekt on BTCTCs with large PIPE deals (Not necessarily but let me explain) Recent events around $SQNS illustrate to me that the PIPE deals many BTCTCs have in place are even though fully disclosed not widely understood. $SQNS's PIPE is only the first to cause confusion because the effects of others ( $CEP $CEPO $CCCM $ASST $NAKA) will not be felt until after mergers are finalized and shares unlocked. When you have a PIPE deal with a massive fundraise that will dilute existing shares outstanding 10x-100x you simply cannot look at mNAV based on current shares outstanding"
@btc_overflow on X 2025-07-26 16:25:21 UTC 15.3K followers, 55.9K engagements

"@PunterJeff The raise was indeed impressive but I think the "person familiar with the transaction" may have miscalculated"
@btc_overflow on X 2025-07-25 05:31:41 UTC 15.3K followers, 2405 engagements

"Update on Capital Group's BTCTC holdings - No new BTCTCs still only $MSTR $MTPLF $SMLR - MTPLF added to X new funds - STRK added to X new fund - Clean Q2 final shares outstanding counts not available to do calculations yet but % ownership change likely mostly tracks dilution"
@btc_overflow on X 2025-07-25 14:48:17 UTC 15.3K followers, 9886 engagements

"@DylanLeClair_ Aside from some large positions held by Capital Group I don't think the big institutional money comes to STRF/D until it gets credit ratings. In the meantime retail wants a place to keep cash that is not otherwise deployed risk on. So far the demand skew speaks for itself"
@btc_overflow on X 2025-07-25 02:42:41 UTC 15.3K followers, 1785 engagements

"@wildgoosejon @BenWerkman Ben is CIO of Swan. Sequans is Swan's client to whom they've outsourced execution of the BTC Treasury strategy"
@btc_overflow on X 2025-07-17 21:51:49 UTC 15.3K followers, XXX engagements

"Interesting structure. BTC AB's "ATM-type" program reads like a hybrid private placement / MSW program. A "group of investors" will be able to purchase shares at the greater of previous day's VWAP or close price with no lockup presumably re-selling them and capturing the arb"
@btc_overflow on X 2025-07-16 01:41:15 UTC 15.3K followers, 4676 engagements

"Here's a quick shortcut for heuristically estimating forward mNAV of BTCTCs with complex PIPE financing. PIPE shares form the bulk of the new entity so simply divide market price by PIPE price. This slightly overestimates mNAV but I'm trying to make it as simple as possible"
@btc_overflow on X 2025-07-27 02:51:17 UTC 15.3K followers, 18.6K engagements

"$SQNS data take X. It's one of those days. 😂 I think all pieces of the puzzle are included now. Sequans implied mNAV still looking cheap at 2.75"
@btc_overflow on X 2025-07-10 23:05:05 UTC 15.3K followers, 11.2K engagements

"$SQNS forward mNAV is 2x after the pullback today. Market is not pricing in @BenWerkman helming the treasury strategy and having one of the most well known companies in bitcoin behind it"
@btc_overflow on X 2025-07-17 16:32:43 UTC 15.3K followers, 23.9K engagements

"$MTPLF MSW program functioning as intended. No selling into weakness. mNAV compressing. Weak hands rotating to strong hands. We've been here before"
@btc_overflow on X 2025-07-22 17:05:41 UTC 15.3K followers, 28.1K engagements

"Interesting. $SWC put in a fresh lower low which had me questioning whether or not short-term capitulation had really climaxed or not but it has bounced back to the open. I'm still watching SWC as a possible leading indicator of broader sentiment in the BTCTC sector"
@btc_overflow on X 2025-07-23 14:52:09 UTC 15.3K followers, 9527 engagements

"@Adrian_R_Morris Noted see revised pitch deck"
@btc_overflow on X 2025-07-24 16:16:33 UTC 15.3K followers, 2097 engagements

"Strategy is still really in trial and error mode with preferred stocks. In the short-to-medium term I think $STRC will prove its most popular preferred by a wide margin. But if that turns out to be the case why wouldn't Strategy have launched STRC first Why did Strategy launch the preferred stocks that it did in the order that it did In my mind this is how the trail of thought unfolded: 1) Let's launch a product that capitalizes on our success with convertible bonds but eliminates default risk and the complexity of individual private placements. And thus $STRK was born. 2) What is the largest"
@btc_overflow on X 2025-07-24 17:28:04 UTC 15.3K followers, XXX engagements

""Arbs close" seems to be latest popular gotcha against Bitcoin Treasury Companies. It's true arbs close. But how long do you reckon it will take to close the $XXX trillion arb It won't happen today. And it certainly won't happen tomorrow. Likely not even this decade"
@btc_overflow on X 2025-07-26 13:29:08 UTC 15.3K followers, 43.5K engagements

"Great news for $ALTBG investors the OTCID listing is coming. OTCID is a new classification launching in July that replaces OTC Pink and comes with enhanced reporting requirements. It has the 3rd most stringent reporting requirements behind OTCQX and OTCQB"
@btc_overflow on X 2025-07-09 09:33:23 UTC 15.3K followers, 5666 engagements

"@morpheus7447x @JesseKobernick @Strategy @ryQuant @TheUnburntBush Imagine if Saylor just announced a few guardrails around it. If he even just said "we'll never sell below the previous day's close" it would go a long way toward sentiment. That's been an immensely popular part of MTPLF's MSW program"
@btc_overflow on X 2025-07-24 15:47:47 UTC 15.3K followers, XXX engagements

"$SQNS bitcoin purchases continue with an additional XXX bitcoin. Sequans still has $300M of its initial fundraise left to deploy (assuming additional warrants get exercised which is likely since they are now deep ITM)"
@btc_overflow on X 2025-07-14 11:02:25 UTC 15.3K followers, 4980 engagements

"@TransitoryHodl Not according to Fidelity"
@btc_overflow on X 2025-07-25 04:56:59 UTC 15.3K followers, XXX engagements

"@Kafka7invest @WeaponXBT @mc_khristina @DavidFBailey @BenWerkman @PunterJeff @Brandonlutnick @coryklippsten The SQNS launch was actually priced reasonably fair. PIPE shares were priced at $XXXX and the converts were priced at $XXXX at a time when the stock was trading in the mid $1.40s. But planned dilution was 11x and price ran hard after the close bringing those shares ITM"
@btc_overflow on X 2025-07-26 01:48:23 UTC 15.3K followers, XXX engagements

"@domin32236 Essentially. Imagine suddenly shares outstanding increases 10x and XX% are at a cost basis of the price weeks or months ago"
@btc_overflow on X 2025-07-27 00:40:10 UTC 15.3K followers, XXX engagements

"$SWC fundraising continues with a minimum 15M ABB and will still be highly accretive at present 4.43x mNAV"
@btc_overflow on X 2025-07-17 15:41:39 UTC 15.3K followers, 3101 engagements

"It appears the convertible bond era is not over after all. $MARA coming in with a fresh $850M raise"
@btc_overflow on X 2025-07-23 13:58:56 UTC 15.3K followers, 3681 engagements

"Dot day. Expecting this to be a smaller purchase. Purchases made with funds from the $STRC IPO will not show up until next Monday's announcement"
@btc_overflow on X 2025-07-27 14:45:14 UTC 15.3K followers, 8339 engagements

"Already on day one at $2.52B $STRC has raised nearly twice as much as any other preferred has raised total to date. $2.52B is larger than the market cap for both $STRF and $STRD combined"
@btc_overflow on X 2025-07-24 21:14:49 UTC 15.3K followers, 15.7K engagements

"@JesseKobernick @Strategy @ryQuant @TheUnburntBush ✅ Common ATM has been off much of the past two months and mNAV did not in fact moon. Although counterpoint is that the market is so fearful (rightly or wrongly) of Saylor smashing the ATM that it doesn't want to bid up MSTR. A view reinforced on the weeks ATM was used"
@btc_overflow on X 2025-07-24 15:21:23 UTC 15.3K followers, 1029 engagements

"@domin32236 Per examples I gave in the post many of these were priced and paid for at market not discounted (although some were). The real issue is timing of events. PIPE investors don't get their shares right away. When they finally do get them there is sell pressure if they are ITM"
@btc_overflow on X 2025-07-27 00:31:36 UTC 15.3K followers, XXX engagements

"I've already acclimated to $120K. What has bitcoin done for me lately"
@btc_overflow on X 2025-07-18 02:48:24 UTC 15.3K followers, 8021 engagements

"@cashmoney665 Soon. Need their OTCQB listing to go live which is expected sometime in the next couple weeks"
@btc_overflow on X 2025-07-25 17:21:53 UTC 15.3K followers, XXX engagements

"@Bitcoin_Baddie_ Price declines in a bear market would mostly be borne by equity shareholders. But the forced selling of BTC due to pop of non-existent leverage bubble many people imagine is a complete fiction"
@btc_overflow on X 2025-07-27 20:10:42 UTC 15.3K followers, XXX engagements

"By far the biggest difficulty for BTCTC analysts is trying to get an accurate share count. BTCTCs could help us out by including an accurate and updated share count in every disclosure as well as the totals for all planned future share issuance"
@btc_overflow on X 2025-07-24 12:57:56 UTC 15.3K followers, 8016 engagements

"@HashOverCash21 The IPO is already allocated but it will take a few days to close and funds to clear"
@btc_overflow on X 2025-07-25 04:25:31 UTC 15.3K followers, XXX engagements

"$SQNS increases its bitcoin holdings over XXX% to 2317 BTC. SQNS has XX% of its initial funding plan still remaining to deploy"
@btc_overflow on X 2025-07-21 11:38:49 UTC 15.3K followers, 4832 engagements

"Feels like BTCTC capitulation week. $SWC led with a possible bottom last week. Perhaps the rest of the sector finds a bottom this week. Consolidate for a few weeks start grinding back up"
@btc_overflow on X 2025-07-22 14:56:16 UTC 15.3K followers, 29.4K engagements

"The long-term capital and credit market arbitrages that make BTCTCs possible aren't going away anytime soon. Bitcoinization is a multi-decade project. The ability to simply stay the course with conviction will be a large factor in separating winners from also-rans"
@btc_overflow on X 2025-07-22 21:07:22 UTC 15.3K followers, 9719 engagements

"@DogCandles To game the launch metrics and market how well it performed"
@btc_overflow on X 2025-07-25 10:10:41 UTC 15.3K followers, XX engagements

"Excellent visual depiction of my point from earlier. Looks like $MTPLF is on its own 5-6 month cycles"
@btc_overflow on X 2025-07-22 20:12:54 UTC 15.3K followers, 2793 engagements

""Preparing your moat for the bear market is not popular right now - but those that prepare will survive and thrive the inevitable downturn in this sector." Part of that moat could likely be to not hit max target leverage ratio during peak bull run and leave a buffer"
@btc_overflow on X 2025-07-24 12:50:21 UTC 15.3K followers, 2750 engagements

"I reiterate. I believe that in the short-to-medium term $STRC could prove Strategy's most popular preferred by a wide margin. But if that turns out to be the case why wouldn't Strategy have launched STRC first Why did Strategy launch the preferred stocks that it did in the order that it did In my mind this is how the trail of thought unfolded: 1) Let's launch a product that capitalizes on our success with convertible bonds but eliminates default risk and the complexity of individual private placements. And thus $STRK was born. 2) What is the largest type of fixed income product by volume"
@btc_overflow on X 2025-07-24 17:38:37 UTC 15.3K followers, 36.5K engagements

"@DavidBranscum @elonmusk Intra-session perhaps. But I've seen zero carryover from session to session"
@btc_overflow on X 2025-07-26 13:30:11 UTC 15.3K followers, XX engagements

"$SQNS and @Swan clarify their working relationship. Swan is for the most part orchestrating the Bitcoin Treasury strategy on behalf of SQNS"
@btc_overflow on X 2025-07-24 12:11:50 UTC 15.3K followers, 2811 engagements

"@BenWerkman Jan XX calls riding on you Ben. Make me proud.🤣"
@btc_overflow on X 2025-07-25 21:17:13 UTC 15.3K followers, 4146 engagements

"$STRC funding closes on Tuesday Aug 29th. Expect to see the shares trading shortly thereafter and the $2.52B buy reported two Mondays from now"
@btc_overflow on X 2025-07-25 12:49:41 UTC 15.3K followers, XXX engagements

"We're at an interesting juncture where we see if the early darling Bitcoin Treasury Companies of this wave can continue their momentum or capital continues to rotate through a new batch of companies. I think a few will continue strong but wouldn't be surprised to lose some"
@btc_overflow on X 2025-07-14 21:03:42 UTC 15.3K followers, 3643 engagements

"The @UTXOmgmt / @nakamoto premium on BTCTCs just went way up. The capital rotation in the sector has made people realize there is only room for one major player in each non-US market. Companies without industry names behind them will have a much harder time securing dominance"
@btc_overflow on X 2025-07-22 21:41:02 UTC 15.3K followers, 31.2K engagements

"Would still love to see some interviews with $KWM management and learn about the team behind this company but their fundraising is on point so far. K Wave Media will be an interesting contender to watch in the Korean market"
@btc_overflow on X 2025-07-10 13:06:49 UTC 15.3K followers, 3994 engagements

"Today in fact might have been BTCTC capitulation day. We'll see what the coming days bring but for now $MTPLF is orange again in the land of the rising sun on the dawn of a new day"
@btc_overflow on X 2025-07-23 01:39:59 UTC 15.3K followers, 30.2K engagements

"@ubeenfranked @vinz0r Wouldn't really have expected them to be in on the IPO. But maybe we see another one show up when Q3 reporting comes out or possibly Q4 when some of these have a bit longer track record"
@btc_overflow on X 2025-07-25 16:00:20 UTC 15.3K followers, XXX engagements

"It's possible BTCTC price action is soft until September when capital allocators are back from summer vacation. Sept is also when some of the biggest industry news comes: - $MSTR S&P XXX inclusion or rejection - Possible announcement of $MTPLF prefs at Sept shareholder meeting"
@btc_overflow on X 2025-07-24 14:38:49 UTC 15.3K followers, 7780 engagements

"@west_linux @grok Raising funds with STRD increases the bitcoin stack increasing the BTC Rating of STRF which sits higher in the capital stack"
@btc_overflow on X 2025-07-24 22:43:20 UTC 15.3K followers, XXX engagements

"$CEPO data take X. Spreadsheet fixes. That's what I get for trying to post data on new tickers in a hurry. Numbers improve to 1.43x forward mNAV"
@btc_overflow on X 2025-07-18 03:34:40 UTC 15.3K followers, 45K engagements

"If $MSTR's growth path had looked like the red arrow instead of the blue line absolutely no one would have complained. The volatility can be wild but the long-term trend doesn't exactly fill me with ennui"
@btc_overflow on X 2025-07-23 17:59:23 UTC 15.3K followers, 23.3K engagements

"@cutis7 This is the complete list as of Q1. Will be updating with Q2 numbers today"
@btc_overflow on X 2025-07-25 11:35:35 UTC 15.3K followers, XXX engagements

"@mc_khristina I think timing was also a big factor here. $SQNS caught the last gasp of the latest wave of price action. If they were announcing today I don't think we would have seen the same quick parabolic run up. And now it's following the rest of the sector down. It's not only the PIPE"
@btc_overflow on X 2025-07-26 14:32:01 UTC 15.3K followers, 1224 engagements

"@Seviay31 @PunterJeff Yes I participated. Hope you logged back in to confirm those IOIs today or the allocations are gone"
@btc_overflow on X 2025-07-25 05:47:20 UTC 15.3K followers, XX engagements

"$NAKA has $700M in escrow that unlocks following the expected closing of its merger on Aug. XX. Probably nothing"
@btc_overflow on X 2025-07-22 22:35:46 UTC 15.3K followers, 8788 engagements

"The sale of 80000 BTC only moved bitcoin price X% this week. The bottom XX Bitcoin Treasuries in the top XXX don't even hold 80000 BTC combined. But by all means critics should keep on believing that these largely debt free companies will explode and trigger a bear market"
@btc_overflow on X 2025-07-27 19:47:07 UTC 15.3K followers, 6832 engagements

"Big milestone for $SMLR. Now over 5000 BTC"
@btc_overflow on X 2025-07-24 13:31:46 UTC 15.3K followers, 1915 engagements

"Dramatic repricing of $SQNS continues where it stops nobody knows. - $XXXX at 4x forward mNAV - $XXXX at 5x forward mNAV - $XXXX at 6x forward mNAV - $XXXXX at 10x forward mNAV"
@btc_overflow on X 2025-07-11 13:56:17 UTC 15.3K followers, 16.3K engagements

"@oinkbaamoo That would be epic. Grok estimates that if Ikea were public its market cap would be $50B-$60B. Took Saylor X years to achieve it. Let's see what these newer BTCTCs can do"
@btc_overflow on X 2025-07-25 17:00:15 UTC 15.3K followers, XX engagements

"$COIN.AQ $CINGF announced an increase in authorized shares of 600M each for both cash and non-cash consideration at its General Meeting. Keep eyes peeled for some moves from Coinsilium soon"
@btc_overflow on X 2025-07-11 15:26:28 UTC 15.3K followers, 6381 engagements

"Chart data isn't populating yet but the new Frankfurt listed GS9 ticker for H100 Group is showing in IBKR now"
@btc_overflow on X 2025-07-25 16:50:56 UTC 15.3K followers, 1057 engagements

"I have yet to see an official disclosure of the actual number of BTC purchased but $DJT is now reportedly the 5th largest bitcoin holder after deploying $2B today. Unclear how much of DJT's $12B prospectus remains specifically for use on BTC purchases. But likely more to come"
@btc_overflow on X 2025-07-22 00:11:53 UTC 15.3K followers, 3026 engagements

"I bet no one who got into bitcoin after about 2017 has ever used a paper wallet. Crazy times. Hard to believe we ever did that"
@btc_overflow on X 2025-07-24 02:09:02 UTC 15.3K followers, 2775 engagements

"@TanukiTreasury Not sure what might be next but I assume they'll go through the fixed-income market segment by segment replicating everything they can in preferred stock form"
@btc_overflow on X 2025-07-25 01:21:49 UTC 15.3K followers, XXX engagements

"@DPerlman1 Seems pretty straightforward. He wants a framework that assesses rating based on implicit collateralization of the prefs by BTC on the balance sheet. Credit agencies are unlikely to underwrite such a system anytime soon hence ratings done the way he wants them not coming soon"
@btc_overflow on X 2025-07-24 19:50:52 UTC 15.3K followers, XX engagements

"@buysse_jon Presumably. Though IPO was open to the public so "insiders" are pretty much anyone who signed up for it"
@btc_overflow on X 2025-07-24 20:50:11 UTC 15.3K followers, XXX engagements

"The current $MTPLF environment is very much like X months ago. And the X months before that. And the X months before that. Almost like it's cyclic"
@btc_overflow on X 2025-07-22 17:37:15 UTC 15.3K followers, 24.9K engagements

"@wi1lwright @UTXOmgmt @nakamoto $700M locked up in escrow. Once that's unlocked it's game on"
@btc_overflow on X 2025-07-22 21:54:55 UTC 15.3K followers, XXX engagements

"That's quite the celebrity pick up for $HAMA. Arthur Laffer the economist of Laffer curve fame joined Hamak Gold's Advisory Board as a founding member following its bitcoin treasury pivot"
@btc_overflow on X 2025-07-20 04:16:28 UTC 15.3K followers, 9283 engagements

"$STRC IPO was more than twice the size of $CRCL IPO. Astounding that a preferred stock IPO would best all common stock IPOs. Strategy is an absolute behemoth"
@btc_overflow on X 2025-07-27 17:04:55 UTC 15.3K followers, 10.7K engagements

"@WildwoodK I suspect someone just did the math wrong and calculated it at par when the shares actually sold for $90"
@btc_overflow on X 2025-07-25 05:22:45 UTC 15.3K followers, XXX engagements

"@coryklippsten Assuming XX% BTC CAGR (as MSTR does) MSTR issuing STRD/STRF at XX% par is like using the ATM at 13.8x mNAV. If STRF can get investment grade credit ratings and push div rates down to X% it's like doing ATM at 23x mNAV. That makes prefs 7-12x more accretive than ATM at 2x mNAV"
@btc_overflow on X 2025-07-06 15:59:10 UTC 15.3K followers, 20.7K engagements

"@pmelrog Funds don't even close until Tuesday 29th. I suppose it's possible they wait until after the earnings call to deploy but my guess is one way or another we see it show up on the 8K two Mondays from now"
@btc_overflow on X 2025-07-25 15:21:22 UTC 15.3K followers, XX engagements

"Called it. Predicted $MTPLF BTC purchase amount a week ago"
@btc_overflow on X 2025-07-07 05:20:31 UTC 15.3K followers, 12.3K engagements

"Current mood in Bitcoin Treasury land reminds me of bitcoin's $58K gang late last summer. Major US players $XXI (CEP) $BSTR (CEPO) $NAKA and $ASST have yet to even start. Many non-US LBEs have yet to even launch. I have to think peak frenzy is still ahead of us"
@btc_overflow on X 2025-07-21 15:33:12 UTC 15.3K followers, 14.6K engagements

"Holy smokes final offer size for Strategy's new preferred stock $STRC was 28011111 shares. At $90/sh that's over $2.52B 🤯"
@btc_overflow on X 2025-07-24 20:06:23 UTC 15.3K followers, 114.9K engagements

"@wildgoosejon @BenWerkman My understanding is that Swan is tasked with actually executing the strategy. They're not just going to Sequans with some powerpoints and giving them advice they're hired for the actual doing"
@btc_overflow on X 2025-07-18 00:44:31 UTC 15.3K followers, XXX engagements

"As anticipated massive $STRC IPO upsize incoming. This time up to $2B I've said before that I'm far more bullish on adoption of STRC than other Strategy preferreds to date and so far it looks like that bullishness is being justified"
@btc_overflow on X 2025-07-24 16:37:54 UTC 15.3K followers, 6805 engagements

"@Adrian_R_Morris And if you gaze long into the dot the dot gazes into you"
@btc_overflow on X 2025-07-27 14:52:03 UTC 15.3K followers, XXX engagements

"Other companies dream of this level of meme value. $MTPLF $MSTR"
@btc_overflow on X 2025-07-02 21:33:14 UTC 15.3K followers, 8675 engagements

"Big rebrand $ALTBG is now Capital B. And check out their gorgeous new analytics dashboard"
@btc_overflow on X 2025-07-21 17:39:15 UTC 15.3K followers, 13.2K engagements

"Still amazes me that ITM Oct and Jan $SQNS calls are priced barely more than spot"
@btc_overflow on X 2025-07-16 23:38:31 UTC 15.3K followers, 7368 engagements

"@buysse_jon So they can game the launch metrics and market how well it performed"
@btc_overflow on X 2025-07-24 20:13:16 UTC 15.3K followers, 1442 engagements

"@greydel6 Definitely a good time to see how they execute under stress. There won't be any moonshots while sentiment is down but tougher minded executive teams will keep moving forward with conviction. And the less serious companies will do us a favor by outing themselves"
@btc_overflow on X 2025-07-24 14:55:04 UTC 15.3K followers, XXX engagements

"Looking like Saylor might get to buy the dip with the fresh $2.52B of $STRC money he just raised"
@btc_overflow on X 2025-07-25 03:55:52 UTC 15.3K followers, 5717 engagements

"1) You can't fail to repay principal at maturity on a perpetual product that has no maturity. Of course this does not mean there are zero risks of any kind. But STRK does eliminate the main risk Strategy faces with convertible bonds--debt maturing during a prolonged bear market when the stock trades below conversion price. 2) If you read the whole post surely you noticed that I myself pointed out that credit ratings are still a work in progress. It's not even a side note it's an integral part of my thesis. 3) Fair point that STRD holders are potentially in a worse position than junk bond"
@btc_overflow on X 2025-07-24 19:34:37 UTC 15.3K followers, XXX engagements

"@daveweisberger1 $0.121M on Tuesday when $2.52B of $STRC IPO funds settle"
@btc_overflow on X 2025-07-26 17:17:52 UTC 15.3K followers, XXX engagements

"@DogCandles They can sell way more at $XX than $XXX and then will likely be able to brag about how demand was so strong that price quickly closed to par"
@btc_overflow on X 2025-07-25 10:17:52 UTC 15.3K followers, XX engagements

"@btcjvs Let's see that last 10K of ancient whale BTC dump to get it over with"
@btc_overflow on X 2025-07-25 10:56:57 UTC 15.3K followers, XXX engagements

"@80IQmindset @JoshMandell6 @JesseKobernick @ryQuant @IIICapital @saylor I should probably update this chart for Q2. Maybe a project for today if the data is available"
@btc_overflow on X 2025-07-25 11:21:22 UTC 15.3K followers, XXX engagements