[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.]
AngryBuhda posts on X about $asst, debt, investment, bitcoin the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XX% stocks X% cryptocurrencies X% travel destinations X% automotive brands X% currencies X%
Social topic influence $asst #110, debt #1699, investment 3%, bitcoin 3%, $mstr 2%, $naka 2%, inflation 2%, currency 2%, rates 2%, $6753t X%
Top accounts mentioned or mentioned by @punterjeff @adambliv @saylor @hermeslux @renegadofrito @portfoliox10 @leewinbush @traderprad @dgt10011 @80iqmindset @davidfbailey @focusofforever @chrismmillas @jberneburg @peterschiff @mstrtruenorth @benwerkman @ronin21btc @ryquant @nithusezni
Top assets mentioned Strive, Inc. (ASST) Bitcoin (BTC) Strategy (MSTR) Nakamoto Games (NAKA) iShares BTC Trust (IBIT) Strategy Incorporated (STRF) Strike (STRK) Stride (STRD)
Top posts by engagements in the last XX hours
"🧵 CREDIT MARKETS: Why Current Conditions Signal Major Risk Ahead 1/15 📊 MARKET UPDATE: Credit markets are showing concerning patterns similar to pre-crisis periods. Investment grade corporate bond spreads: XX basis points (15-year lows) High yield spreads: XXX basis points (among tightest X% in XX years) When spreads are this tight risk is often mispriced. cc @PunterJeff @AdamBLiv @theRealKiyosaki #CreditCrisis #BondMarket #FinancialWarning #2008Flashback"
X Link @AngryBuhda 2025-10-11T22:44Z 1235 followers, XXX engagements
"@PortfolioX10 @DavidFBailey Sure I'm continuing to sell Puts on ASST and will be doing so throughout the next several months. I'm also disclosing my full positions and documenting the reasoning and metrics for my decisions. If I'm incorrect the market will prove me wrong. That's how investments work"
X Link @AngryBuhda 2025-10-11T19:46Z 1237 followers, XXX engagements
"🧵11/15 FOUR POTENTIAL SCENARIOS (2026-2027): Gradual Slowdown (40%): Spreads widen slowly manageable adjustment Mild Recession (30%): Sharp but brief credit stress recovery follows Major Crisis (20%): 2008-style credit freeze and economic contraction Soft Landing (10%): Fed successfully manages transition #EconomicScenarios #RecessionRisk #MarketOutlook #2026Forecast"
X Link @AngryBuhda 2025-10-11T22:44Z 1235 followers, XX engagements
"$STRC unlocks one of the best portfolio structures I've ever seen. Using: $IBIT $MSTR $STRF $STRK $STRD and $STRC STRC is the cash position that doesn't decay. I've made an initial post regarding the portfolio structure. Will be releasing a deep dive thread and documentation Monday. Here's a link to the Portfolio thread 🧵"
X Link @AngryBuhda 2025-10-04T23:10Z 1235 followers, XX engagements
"There's a Grand Canyon of difference between $NAKA and $ASST. Still aggressively selling puts for accumulation while enjoying high premiums to substantially lower cost basis"
X Link @AngryBuhda 2025-10-11T18:50Z 1235 followers, 1419 engagements
"I'm simply hedged for that potential outcome paid through a bit of premium. I do believe in the longer term success of ASST and am willing to continue to sell puts as long as the market continues to pay well for it. $ASST is a unique scenario. Pipe has caused a heavy consensus short who are paying 80-90th percentile premium on puts. Nearly X shares to borrow on any given day. ASST is nominally close to $X and as price trends closer there is less and less incentive for shorts to hold their position because there's now worse risk to reward. Shorts buying to close can be good liquidity for pipes"
X Link @AngryBuhda 2025-10-12T07:00Z 1235 followers, XXX engagements
"🧵2/15 WHAT ARE CREDIT SPREADS The extra yield investors demand over Treasury bonds to lend to corporations. Tight spreads = investors feel safe demand little extra compensation Wide spreads = investors see risk demand higher returns Current levels suggest overconfidence. #FinanceEducation #CreditMarkets #FixedIncome #TrueNorth"
X Link @AngryBuhda 2025-10-11T22:44Z 1235 followers, XX engagements
"🧵9/15 TRADITIONAL CREDIT EXAMPLE: FORD Upgraded to investment grade (BBB-) in late 2023 Current bond yields: XXXX% - XXXX% Strong investor demand (5.49x oversubscribed) Even "successful" traditional credit offers modest real returns after inflation. #CorporateBonds #Ford #InvestmentGrade #YieldAnalysis"
X Link @AngryBuhda 2025-10-11T22:44Z 1235 followers, XX engagements
"🧵8/15 WHY THIS MATTERS: Traditional credit analysis assumes the currency (US dollar) remains stable. But if the dollar weakens significantly being paid back in dollars becomes less attractive - even if the company can make payments. #MonetaryPolicy #CurrencyRisk #MacroEconomics #Inflation"
X Link @AngryBuhda 2025-10-11T22:44Z 1234 followers, XX engagements
"That doesn't mean the market dynamics I'm referencing aren't in effect. (Real estate isn't going away anytime soon) But pointing at mortgage applications doesn't detract from my point. Sellers have been waiting to sell hoping better rates will be a boon to the market. Insurance and maintenance have increased substantially lowering cap rates. Buyers are generally less qualified as total debt is higher on average. Renters are hurting and can't sustain much more rental increases. We are already seeing asking offers getting cut. Non mortgage debt is also growing"
X Link @AngryBuhda 2025-10-14T14:17Z 1235 followers, XX engagements
"🧵10/15 CONSUMER DEBT STRESS SIGNALS: Credit card delinquencies: XXXX% (highest since 2011) Auto loan defaults: 15-year highs Student loan defaults: 8%+ (after payment resumption) Subprime auto defaults: 6%+ (record levels) Consumer stress typically precedes broader economic problems. #ConsumerDebt #CreditCards #DelinquencyRates #EconomicWarning"
X Link @AngryBuhda 2025-10-11T22:44Z 1234 followers, XX engagements
"Today we are seeing IV spike in $ASST to incredibly high levels offering aggressive premiums on Sold Puts. ASST Put Selling: XX contracts sold $2380 premium / $4200 collateral XXXX% if not assigned Net cost basis: $XXXX .Probably nothing. 🤷♂ #OptionsTrading #StockMarket #ASST #Volatility #TradingStrategy"
X Link @AngryBuhda 2025-10-13T18:23Z 1235 followers, XXX engagements
"$NAKA and $ASST aren't equivalent simply because of the Pipe. QUANTITATIVE ANALYSIS: $ASST vs $NAKA Bitcoin Treasury Showdown 📊 KEY METRICS COMPARISON: ASST: $XXXX stock price 1.45x mNAV ratio (trading ABOVE Bitcoin value) NAKA: $XXXX stock price 0.54x mNAV ratio (trading BELOW Bitcoin value) Both hold 5800 BTC ($670M value each) 💰 FINANCIAL HEALTH: ASST: Zero debt $1.87M cash clean balance sheet NAKA: $606K debt $290K cash liquidity concerns ASST current ratio: 7.16x vs NAKA: 0.41x ⚡ SHORT SQUEEZE SETUP: ASST borrow rate: 1055% (extreme shortage) NAKA borrow rate: XXXX% (manageable) ASST"
X Link @AngryBuhda 2025-10-11T18:29Z 1234 followers, 4146 engagements
"ASST put premiums are reflecting XXX% implied volatilitymulti-year extremes. Today selling a balanced tranche of November puts with $4000 collateral generates $2380 in premium. Assignment results in a $0.65/share cost basis versus the current $XXXX price. This setup is a rare example of extreme option mispricingcollect high yield or enter at a significant discount. Fear and consensus to the downside are creating big premiums for put sellers. Price is nominally close to $X and the $ value of the premiums are incredibly high. Here's an initial thread from when I started selling Puts on $ASST"
X Link @AngryBuhda 2025-10-13T19:19Z 1234 followers, XXX engagements
"🧵12/15 WHAT THIS MEANS FOR INVESTORS: Higher Risk: Traditional corporate bonds offer low compensation for current risks New Models: Bitcoin-collateralized debt offers different risk/reward profile Currency Risk: Dollar-denominated assets face debasement pressure Diversification: Hard assets provide hedge against monetary instability 🧵13/15 THE BIGGER PICTURE: We may be witnessing a fundamental shift in how credit markets work. From: "Trust our business model and accounting" To: "Here's transparent collateral you can verify" This could reshape corporate finance permanently."
X Link @AngryBuhda 2025-10-11T22:44Z 1235 followers, XX engagements
"@RoaringRagnar Just sitting here selling $ASST Puts until the market stops wanting to pay these high premiums. Let this pipe money rotate where it needs to go. I'm happy to collect premiums and lower my cost basis closer to $0"
X Link @AngryBuhda 2025-10-13T15:47Z 1235 followers, XXX engagements
"Watch when everyone thinks they're going to sell their homes for top dollar when rates drop and don't realize buyers are no where to be seen as qualified buyers will continue to vanish as Credit markets begin to have issues while public and private deliquencies continue to grow. My father is selling a property advised him to take the best offer now throw it in BTC and be happy. Shit is going to start hitting the fan in the next real estate cycle. Sellers will be confused"
X Link @AngryBuhda 2025-10-14T01:30Z 1234 followers, XXX engagements
"Are you regarding the equity deal "dilution" with SMLR As long as IV remains high I aim to sell puts through the events of at least the next X months. Obviously there is risk with any investment/trade. I just believe it's mispriced specifically while collecting premiums from sold puts while there's still a storm from these events. Maybe I'm misunderstanding your comment"
X Link @AngryBuhda 2025-10-12T16:48Z 1235 followers, XX engagements
"When the noise gets loud it can narrow your perspective towards the shorter term. Bitcoin is continuing its march into what looks like a growing boogey monster in the credit markets. This thread explores current conditions where they may lead us and the role Bitcoin backed credit will have. #Bitcoin #Economics $MSTR"
X Link @AngryBuhda 2025-10-13T16:12Z 1234 followers, XXX engagements