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Peter Duan ๐ ๐ posts on X about bitcoin, acquisition, market cap, stocks the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence cryptocurrencies #2106 finance XXXX% stocks #6558 automotive brands #5868 currencies XXXX% countries XXXX% celebrities XXXX% musicians XXXX% exchanges XXXX%
Social topic influence bitcoin #795, acquisition #1395, market cap 0.34%, stocks #2640, fixed income #213, fiat 0.34%, byd 0.34%, unrealized gains #20, currency 0.17%, faster XXXX%
Top accounts mentioned or mentioned by @actuallyclimber @malikas_friend @stellareconomy @adambliv @btcbreadman @cam282930 @metaplanetjp @edwardjjiang @80iqmindset @shippoutdoor @grok @hermeslux @mikesmlw @mstrstrategy @hewadghani @g_stacks_sats @tslaish @joshmandell6 @gma530 @civic108
Top assets mentioned Bitcoin (BTC) Metaplanet Inc. (MTPLF) Strategy (MSTR)
Top posts by engagements in the last XX hours
"Metaplanet is suspending XX to XX series of stock acquisitions and exploring other financing options while staying laser focused on increasing Bitcoin per share and shareholder value. Grateful for this kind of leadership and communication from Simon ๐"
X Link @BTCBULLRIDER 2025-10-10T13:35Z 22.3K followers, 8691 engagements
"Immigrants tend to understand Bitcoin faster. Theyve lived through weak currency regimes and never enjoyed the privilege of holding the global reserve currency. Now with the US dollar losing around XX% of its purchasing power this year alone Americans are finally starting to wake up as well. ๐"
X Link @BTCBULLRIDER 2025-10-10T16:54Z 22.3K followers, 2261 engagements
"@LosAngelesHODL @AdamBLiv @Bitcoin_Baddie_ ๐ซก"
X Link @BTCBULLRIDER 2025-10-15T04:28Z 22.3K followers, XX engagements
"Buying the best Bitcoin Treasury Companies is like buying a call option on Bitcoin.without the option expiration. NFA"
X Link @BTCBULLRIDER 2025-10-11T17:43Z 22.3K followers, 13.8K engagements
"According to the Bitcoin Policy Institute (BPI) for every $XX of Bitcoin market cap there is $X of stablecoin. They even have a name of this ratio: Stablecoin Supply Ratio (SSR). If all payment stablecoins are backed X for X by US Treasuries the US Treasury would gain $X of new Treasury demand for every $XX of bitcoin market cap growth. Stablecoin issuers are the most profitable (and most powerful) shadow banks in the world that are quietly keeping the US dollar dominant"
X Link @BTCBULLRIDER 2025-10-07T18:56Z 22.3K followers, 2757 engagements
"@JesseKobernick They already got the cash from the latest raise. How's it any different from raising cash and buying office equipments and machinery when the end result spits out more cash/Bitcoin"
X Link @BTCBULLRIDER 2025-10-16T01:22Z 22.3K followers, XXX engagements
"@nithusezni @Adrian_R_Morris Bruh. ๐คฃ"
X Link @BTCBULLRIDER 2025-10-13T02:32Z 22.3K followers, XX engagements
"As Dylan clearly states here Metaplanet only judges itself on increasing Bitcoin per share. Notice he didnt mention anything about short term stock price (hint: he cant control that nor is it legal to speculate upon your own stocks share price)"
X Link @BTCBULLRIDER 2025-10-16T00:46Z 22.3K followers, 4812 engagements
"Strive went public one week ago. Just a week later they announced the fastest merger in US capital markets history. This is how Strive acquired over 5000 Bitcoin via it's merger with Semler Scientific (and what this means for the future of Bitcoin Treasury Companies). A ๐งต:"
X Link @BTCBULLRIDER 2025-09-23T22:00Z 22.3K followers, 4873 engagements
"If Metaplanets mNAV currently below X you are literally betting that: A) Bitcoin will crash from here (right after a historical flush) B) Metaplanet will not find ways to generate yield (they have with their Bitcoin Income Generation strategy). C) Metaplanet wont be able to issue preferreds at very low interest rates and use the proceeds to immediately buy more Bitcoin thus pushing mNAV even lower. Let me know if there is any flaws in logic ๐"
X Link @BTCBULLRIDER 2025-10-14T15:22Z 22.3K followers, 30.7K engagements
"@HermesLux @PunterJeff Can't have your cake and eat it too. You can only sell credit off the back of the Bitcoin NAV of the equity"
X Link @BTCBULLRIDER 2025-10-08T17:52Z 22.3K followers, XXX engagements
"A good sign of things to come for Sequans ๐"
X Link @BTCBULLRIDER 2025-09-15T20:27Z 22.3K followers, 2412 engagements
"The anti-fragile nature of Bitcoin is attracting both TradFi and crypto eyes right now ๐"
X Link @BTCBULLRIDER 2025-10-13T00:24Z 22.3K followers, 3342 engagements
"@thapaashish @AdamBLiv @Bitcoin_Baddie_ ๐ซก"
X Link @BTCBULLRIDER 2025-10-15T04:41Z 22.3K followers, XX engagements
"@Bitcoin_Baddie_ @AdamBLiv Sometimes it feels like Adam and I are the only ones screaming into the abyss on here ๐"
X Link @BTCBULLRIDER 2025-10-15T04:24Z 22.3K followers, 1133 engagements
"This is probably the most underrated slide in Metaplanet's recent presentation. Let me help you read in-between the lines: 1) Like MSTR they will likely target multiple different pools of the fixed income market in Japan. 2) They have consistently talked about a X% yield product. At a rather conservative XX% CAGR for Bitcoin that is equivalent to a XXXX NAV. 3) I imagine a highly valuable preferred would be one that competes with Japanese money markets (which is currently averaging about 0.5%). Even with a preferred issued at a X% yield and a XX% CAGR for Bitcoin that is equivalent to a 11.5"
X Link @BTCBULLRIDER 2025-10-08T22:48Z 22.3K followers, 18.6K engagements
"This is not dissimilar to what Simon did at Goldman. They have consistently outperformed their guidance whih makes me think that they have at least some ideas on how to project it out. Also in their Bitcoin Income Generation disclosures they state that it is a) to buy Bitcoin at a discount and b) to pay their preferreds"
X Link @BTCBULLRIDER 2025-10-16T02:42Z 22.3K followers, XXX engagements
"Missed yesterdays historic flush Youd never know it from this chart. Bitcoin bull market still intact ๐ช"
X Link @BTCBULLRIDER 2025-10-11T18:13Z 22.3K followers, 3119 engagements
"I have been listening to AI songs all week. They are THAT good ๐ฅ"
X Link @BTCBULLRIDER 2025-10-16T02:50Z 22.3K followers, 1424 engagements
"I literally had to rewatch this several times to fully appreciate the word smith brilliance of Adam Livingston. He is a mix between Billy Mays and Kendrick Lamar of Bitcoin ๐"
X Link @BTCBULLRIDER 2025-10-11T19:20Z 22.3K followers, 5749 engagements
"This is your reminder that Bitcoin will dump the hardest when there is geopolitical tension. Why Because it trades 24/7 unlike stocks. That said it will also be the fastest to recover. HODL"
X Link @BTCBULLRIDER 2025-10-10T21:38Z 22.3K followers, 6039 engagements
"I have yet to meet an angry Metaplanet shareholder who can point to poor execution by the Metaplanet team. If we are being picky I'd say their guidance of doing targeting a 3x-5x mNAV was a bit ambitious. However that was a) a TARGET and b) reasonable at the time given it's short history of previous mNAVs. Other than that what clear metrics did they fall short on Please use their detailed analytics page and educate me"
X Link @BTCBULLRIDER 2025-10-08T02:16Z 22.3K followers, 28.3K engagements
"If you are a Bitcoin Treasury Company who wants to be a serious player you need to get out your preferreds this cycle. Otherwise you will be an acquisition target"
X Link @BTCBULLRIDER 2025-10-09T17:47Z 22.3K followers, 5455 engagements
"@JesseKobernick I'm asking why the market won't treat it as a profitable operating business"
X Link @BTCBULLRIDER 2025-10-16T01:51Z 22.3K followers, XXX engagements
"Metaplanet upwardly revised their Bitcoin Income Generation forecast for Fiscal Year 2025 due to strong outperformance. Here are the details: Previous Forecast (announced February XX 2025): Consolidated Revenue: JPY XXX billion Consolidated Operating Profit: JPY XXX billion Revised Forecast:Consolidated Revenue: JPY XXX billion (+100% from previous) Consolidated Operating Profit: JPY XXX billion (+88% from previous) Note that the Bitcoin Income Generation is used for X parts: 1) To acquire more Bitcoin at a lower cost basis. 2) To pay the dividends on the upcoming preferreds"
X Link @BTCBULLRIDER 2025-10-09T18:44Z 22.3K followers, 12.6K engagements
"mNAV has always been a hot topic of discussion. Here is how I think of it now: 1) mNAV above X is a belief in the management that they can generate a Bitcoin Yield which will increase your Bitcoin per share. 2) When you purchase a Bitcoin Treasury Company with a mNAV X you need to calculate it in terms of Bitcoin. For example buying a BTCTC at mNAV of X means youre paying twice the Bitcoin-denominated price of its NAV. The trade makes sense ONLY if you expect management to grow Bitcoin per share by MORE than 2x over your holding period or if the premium (mNAV) itself expands further as"
X Link @BTCBULLRIDER 2025-10-14T21:35Z 22.3K followers, 12.7K engagements
"3/ The mNAV Question What is an MNAV above 1x Its collective investor belief that the company will deliver Bitcoin yield into the future. Jesse If you have a track record you deserve a premium. If you dont you probably trade below X mNAV. In my personal view mNAV isnt just another math ratio. To me its proof of work that tells you whether a community believes management will compound Bitcoin yield. Below X MNAV Thats usually a death trap not an arbitrage play" as it limits you from playing the accretive dilution game"
X Link @BTCBULLRIDER 2025-09-20T19:42Z 22.3K followers, XXX engagements
"Metaplanet will help fix this"
X Link @BTCBULLRIDER 2025-10-07T21:37Z 22.3K followers, 14.5K engagements
"Dylan LeClair just hopped onto Spaces to explain Metaplanet's new XXX (AKA "Go Go Go" Plan). But this hour of alpha wasnt just him reading off the slides. Here's everything you missed (and why you need to listen to it ASAP). A ๐งต:"
X Link @BTCBULLRIDER 2025-06-11T00:49Z 22.3K followers, 124.6K engagements
"@AdamBLiv @Adrian_R_Morris Who are you hanging out with man I mean come on. who owns an iPhone X ๐๐"
X Link @BTCBULLRIDER 2025-10-13T03:31Z 22.3K followers, XXX engagements
"@OldSkoolVita Hmm thats a fair question. I was basing it off of their analytics page. Ill have to dig a bit. Thanks"
X Link @BTCBULLRIDER 2025-10-14T15:39Z 22.3K followers, 1913 engagements
"@w_s_bitcoin Sir this is a Taco Bell"
X Link @BTCBULLRIDER 2025-10-15T17:50Z 22.3K followers, XXX engagements
"Wen USA buying Bitcoin ๐"
X Link @BTCBULLRIDER 2025-10-13T13:31Z 22.3K followers, 1570 engagements
"I actually watched the video and it is quite good. Here is what I agree with: If your starting point is a high mNAV it would be difficult for you to get back your investment in Bitcoin terms. That said there are some helpful (but not perfect) formulas to help you calculate how quickly you can grow into your mNAV via Adam Back's "mNAV days to cover" and Jesse Myer's "P BYD" metrics. Here is where we differ in option: I am primarily a Metaplanet bull (as opposed to MSTR even though I still own it) because I think they have more growth potential. 1) They actually have an income generation"
X Link @BTCBULLRIDER 2025-10-14T17:40Z 22.3K followers, 18.9K engagements
"Fidelity's Gold vs. Bitcoin vs. Fiat table is still one of the best orange pilling slides ๐ฅ"
X Link @BTCBULLRIDER 2025-10-10T17:41Z 22.3K followers, 3421 engagements
"On a brighter note we just got a whole new cohort of Bitcoin maxis ๐"
X Link @BTCBULLRIDER 2025-10-11T14:39Z 22.3K followers, 2474 engagements
"Dylan LeClair just dropped an epic Metaplanet presentation that is rich in alpha. Here is a summary with my added thoughts. (Please share via retweet if you find this valuable for fellow Metaplant shareholders) A ๐งต:"
X Link @BTCBULLRIDER 2025-06-03T21:37Z 22.3K followers, 72.5K engagements
"I dont think you realize how significant this is. This IRS guidance (issued Sept XX 2025) clarifies that unrealized gains/losses on digital assets like Bitcoin are excluded from Corporate Alternative Minimum Tax (CAMT) calculations for large corps. For MSTR (Strategy) this means no CAMT on their $16B Bitcoin holdings' unrealized gains avoiding potential XX% tax and supporting their hold strategy. Other US Bitcoin treasury firms (e.g. potential adopters) get similar tax relief encouraging corporate BTC accumulation without unrealized gain penalties"
X Link @BTCBULLRIDER 2025-10-01T14:09Z 22.3K followers, 99.1K engagements
"Here is where a lot of Metaplanet skeptics get wrong: You should care far less about short term price action and much more about Bitcoin per share. Here's the math: Currently each Metaplanet share represents roughly 2149 sats. When Bitcoin reaches $1000000 that means each share would be worth about $XXXXX. When they started this strategy just XX months ago their Bitcoin per share was only XX sats. Said another way they increased their Bitcoin/share by a factor of 46.7X Obviously they are not done generating Bitcoin yield (which increases Bitcoin per share). Metaplanet is rushing to raise"
X Link @BTCBULLRIDER 2025-10-07T23:58Z 22.3K followers, 54.1K engagements
"Metaplanet is targeting XX% of NAV to issue preferreds. Current NAV: $XXXX Billion. Targeted preferred (at XX% of NAV): $XXX Million. # of New Bitcoin Purchase (assuming $125K/Bitcoin): 7520"
X Link @BTCBULLRIDER 2025-10-08T01:47Z 22.3K followers, 12.1K engagements
"Rule #1: Dont kick a man when he is down. Rule #2: Dont gloat when you are winning. Stay humble and be kind ๐"
X Link @BTCBULLRIDER 2025-10-14T16:36Z 22.3K followers, 6996 engagements
"4/ Community = Cultural Torque Community is probably the most undervalued metric in Bitcoin Treasury Company valuations. Andrew From a company's perspective there are X types of leverage: X. Financial leverage X. Technological leverage X. Social leverage An online community the combination of Technological leverage and Social leverage. Smarter Web is a clear leader in this area as they have been more transparent and communicative than even MSTR or Metaplanet. Thats why retail keeps them above X MNAV despite the global mNAV compression. That is because investors trust them to keep stacking and"
X Link @BTCBULLRIDER 2025-09-20T19:42Z 22.3K followers, XXX engagements
"If you should be paid by the size of the problem you solve then how much should MSTR be paid to help solve the $XXX Trillion dollar fixed income problem ๐ค"
X Link @BTCBULLRIDER 2025-10-10T13:37Z 22.3K followers, 1871 engagements
"Smarter Web's newly minted Head of Bitcoin Strategy Jesse Myers was just on The Bitcoin Matrix podcast to discuss the current Bitcoin Treasury Companies (BTCTC) landscape. Cedric asked Jesse a wide range of topics - from P BYD as the new P/E to what BTCTCs will look like XX years from now. Here's a breakdown of everything you need to know (with my added commentary). A ๐งต:"
X Link @BTCBULLRIDER 2025-08-21T15:26Z 22.3K followers, 23.6K engagements
"For some context Metaplanet was a $XX million dollar market cap company when they started their Bitcoin strategy just XX months ago"
X Link @BTCBULLRIDER 2025-10-06T19:41Z 22.3K followers, 13.9K engagements
"A quick and dirty guide to compare Bitcoin Treasury Companies: Step 1: The Core Metric The key metric for any BTCTC is "Bitcoin per share". MSTR: 200K sats/share Metaplanet: 2150 sats/share Step 2: Sats per $X To compare apples to apples divide "Bitcoin per share" by the current stock price. This tells you how many sats your dollar buys today. MSTR 200K / $XXX = XXX sats per $X Metaplanet 2150 / XXX XXX sats per $X (Notice how close they are.) Step 3: Growth Potential Both firms are still growing their Bitcoin per share (but theyre at very different life stages). MSTR: Already holds 640K BTC"
X Link @BTCBULLRIDER 2025-10-08T18:39Z 22.3K followers, 23.4K engagements
"Both Jeff Booth and Jack Dorsey have said that Bitcoin will fail if its used only as a store of value rather than as a medium of exchange. While I initially disagreed Ive come to realize that since about XX% of all Bitcoin has already been mined future incentives to secure the network will need to come primarily from transaction fees rather than new block rewards. In short the big opportunity is increasing Lightning network or similar L2 adoption"
X Link @BTCBULLRIDER 2025-10-11T18:31Z 22.3K followers, 4163 engagements
"Is Josh Mandells $444K price target really that outrageous for this cycle Remember Bitcoin Treasury Companies sucked up X million Bitcoin before XX% of Wall Street even knows what they are. On top of that the second largest asset manager in the world (Vanguard) is finally capitulating to Bitcoin. Whats your opinion on market top"
X Link @BTCBULLRIDER 2025-10-01T14:55Z 22.3K followers, 17.2K engagements