[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@FMTadvisory "Food for thought: how to split a XX% (or pick your number) sleeve of a total portfolio between: Bitcoin (BTC) directly Strategy (formerly MicroStrategy ticker: MSTR) (the equity vehicle levered to Bitcoin) MSTRs income preferred shares (income + some Bitcoin exposure through the company). Heres a framework for a moderate allocation: X. Characteristics of Each Bitcoin (BTC): Pure exposure. Highest volatility no income but cleanest way to benefit from upside. MSTR (equity): Highly levered play on Bitcoin + business operations. Historically more volatile than Bitcoin itself. Equity risk adds"
X Link @FMTadvisory 2025-09-30T19:07Z 2625 followers, XXX engagements

"Exactly what FMT has been saying. Its make or break time for Trump Bessent and @pulte. Recall Bessent is supposedly all about privatizing the ECONOMY. If he cant start with that via the GSEs by wiping out the SPS then we know these guys are complete frauds and will lie and cheat the American public behind their backs. The real litmus test is coming"
X Link @FMTadvisory 2025-10-17T14:55Z 2625 followers, XXX engagements

"They raised margin requirements on gold and silver. They always dip but then keep ripping afterwards until like the 6th it 7th margin requirement raise. Bitcoin has zero margin requirements to take delivery. IYKYK"
X Link @FMTadvisory 2025-10-17T13:46Z 2623 followers, XXX engagements

"Companies with really high price to book values have really high ROEs. Take NI divide by book and this is the coupon that investors are paying for the business. In MSTRs case you could keep it simple. 1st column: Free cash for of BI with a 15x multiple. Call it a billion. X per share IV. Negligible. For valuation purposes column two the balance sheet is all that matters (for now not baking in future expanding opps). Take their total bitcoin holdings in column two and divide by total shares outstanding add net cash and subtract net debt. 210ish per share. Add a reasonable estimate of bitcoins"
X Link @FMTadvisory 2025-10-17T19:59Z 2623 followers, XXX engagements

"FMT is orders of magnitude a better equity analyst than all the NEW kids on the block in the Bitcoin Treasury Space. FMT said Mliuz S.A. of Brazil is the second best Bitcoin Treasury company to own if you want long -term sustainable growth from here. Yup. (No position)"
X Link @FMTadvisory 2025-10-09T13:12Z 2620 followers, XXX engagements

"FMT was the most right company in the world on Bitcoin Treasury Companies when we said the only other one to potentially own beyond Strategy was Mliuz S.A just weeks ago. Someday all the rookies and grifters hoping to make a quick buck at the expense of others will get flogged out of the system. The next real trend will be real companies like Mliuz S.A that have substantial operations that just want to protect a huge chunk of what they are actually EARNING. As for all the other Financialization Strategy wannabes and many influencers: good job You wrecked a shit ton of your followers"
X Link @FMTadvisory 2025-10-14T14:24Z 2619 followers, XXX engagements

"@TheRealPlanC Great chart. It appears the main driver of Bitcoin is the all in costs to secure the network hence it spends most of the time under XX quintile Do you think Bitcoin ever gets valued any other way"
X Link @FMTadvisory 2025-10-15T14:00Z 2619 followers, XXX engagements

"@IIICapital Its not very scarce right not. FMT estimates X billion annualized in paper bitcoin is being sold right now plus the paper leveraged futures. Then there are the OGs that sell on very uptick. Someday but right now there is more bitcoin to go around than silver"
X Link @FMTadvisory 2025-10-15T15:52Z 2620 followers, XXX engagements

"@IIICapital Itll be cool when you can use bitcoin to buy shit at X million Square merchants by the end of this year. Might wake some people up"
X Link @FMTadvisory 2025-10-16T00:16Z 2622 followers, 1033 engagements

"@JoshMandell6 Many prefer the margin of safety with the preferred. What if a conservative person took the income of STRC and DCAd into btc every month"
X Link @FMTadvisory 2025-10-16T12:19Z 2622 followers, XX engagements

"@gcmarbella If she brings it up all Trump needs to say is "we want to protect all stakeholders" Of course that is ASKING way too much lol"
X Link @FMTadvisory 2025-10-16T13:19Z 2619 followers, XXX engagements

"@dotkrueger The overlords probably will revalue gold higher to back fiat and fiat rails which then changes this comp. Don't get me wrong I PREFER Bitcoin can't stand centralized tyranny"
X Link @FMTadvisory 2025-10-16T13:22Z 2620 followers, XXX engagements

"@GSEHotline @midas79_ @BillAckman It was spent on Obamacare subsidies. And that is the problem. Of this admin keeps the SPS and converts them Then this sets a terrible precedence for America and we should all only own gold bitcoin and silver that is feee from government confiscation"
X Link @FMTadvisory 2025-10-16T17:03Z 2622 followers, XX engagements

"@AFMBlog @IIICapital True. But if you hold on to it and 100s% in gains over time you can use it as one. Also using the Power Law is all important to manage stack. But yeah for the guy with a few thousand etc. Way too volitile. This is where the rich gets richer in a Bitcoin world"
X Link @FMTadvisory 2025-10-16T17:17Z 2621 followers, XX engagements

"@MartyBent Except for the leverage. Bitcoin sucks at that. Lets be real"
X Link @FMTadvisory 2025-10-17T03:12Z 2620 followers, XXX engagements

"What bitcoin needs is NEW ADOPTERS. FMT has been right all along. Bitcoin is still waiting on the Federal Reserve. Recall they have still been deleting currency. What wakes people up to bitcoin is when it hits them like a ton of bricks that the Fed will ultimately be printing forever at this point. But always printing and never printing are two different things. It took $X TRILLION in currency printing in the U.S. alone to wake up a smart guy like @saylor to bitcoin. It's likely going to take another round of major printing to wake up a lot more people. While we all get "you can never print"
X Link @FMTadvisory 2025-10-16T14:19Z 2624 followers, XXX engagements

"C-Suites and Founders hiring popular Bitcoin people to try to create hype so the zombie company or worse can trade at a premium to allow said company to stack Bitcoin has either failed or is currently failing. It was inevitable: Castles made of sand eventually drift into the sea"
X Link @FMTadvisory 2025-10-16T19:25Z 2623 followers, XXX engagements

"@ryQuant @Strategy Meant to say XX% Bitcoin CAGR"
X Link @FMTadvisory 2025-10-17T20:07Z 2623 followers, XX engagements