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@jimmy_szalai
"Great insights Special thanks to @RoaringRagnar for his work on the treasury companys ALTBG &H100 LOOKING VERY OVERSOLD🚀 Latest Comparison of BTC Treasury Companies: $MSTR $MTPLF $ALTBG $SWC $HOGPF $CINGF $BLGV $PXI ⚠BIG UPDATE (read below) Change log: - Added all new purchases and capital raises - Updated all cash balances (as well as I could) - Added fully diluted current mNAV (yellow highlight) - Added Forward P/BYD (green highlight) Discusson on P/BYD While I appreciate the new P/BYD metric by @Croesus_BTC and @asjwebley I prefer my "Forward Months to Cover" metric (highlighted in"
@jimmy_szalai on X 2025-07-19 10:56:45 UTC XXX followers, 1869 engagements
"Great insights Special thanks to @RoaringRagnar for his work on the treasury companys H100 & ALTBG LOOKING VERY OVERSOLD🚀 Latest Comparison of BTC Treasury Companies: $MSTR $MTPLF $ALTBG $SWC $HOGPF $CINGF $BLGV $PXI ⚠BIG UPDATE (read below) Change log: - Added all new purchases and capital raises - Updated all cash balances (as well as I could) - Added fully diluted current mNAV (yellow highlight) - Added Forward P/BYD (green highlight) Discusson on P/BYD While I appreciate the new P/BYD metric by @Croesus_BTC and @asjwebley I prefer my "Forward Months to Cover" metric (highlighted in" @jimmy_szalai on X 2025-07-19 10:54:45 UTC XXX followers, 2416 engagements
"@AlexandreLaizet @PeakHodl @stokr_io @Liquid_BTC Pardon my french but holy fuckin moly 🫶🚀" @jimmy_szalai on X 2025-07-22 06:50:05 UTC XXX followers, XXX engagements
"Calm before the storm H100 has confirmed enough cash to buy approximately XXX more btc. With this action they will more then double their stack and reduce their mNAV to XXX if price would stays the same (which it wont). Everybody is sleeping on this play. Special thanks to our friends at @BitcoinPowerLaw for updating the sheet" @jimmy_szalai on X 2025-07-20 09:53:08 UTC XXX followers, 1836 engagements