[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.]

@E055Michel1842 Avatar @E055Michel1842 MichelE055

MichelE055 posts on X about fed, mstr, money, rates the most. They currently have XXXXX followers and 1586 posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence cryptocurrencies finance exchanges stocks countries technology brands currencies

Social topic influence fed, mstr, money, rates #1515, the only, binance, cuts, investment, return to, inflation

Top assets mentioned Coinbase Global, Inc. (COIN)

Top Social Posts #

Top posts by engagements in the last XX hours

"Yes i posted that a few times if you recall. BTC/Gold highly correlates to mnav. Btc/gold down means risk off sentiment extreme typically occurs when economic indicators point to uncertainty and contraction in the business cycle - where we are currently ism pmi under XX Once the Fed cuts the economy expands BTC will reprice and the BTC/Gold ratio will imo move towards a new high thats when mnav re-expand. Back to risk on mode"
X Link @E055Michel1842 2025-10-08T20:11Z 1307 followers, 1088 engagements

"@jimbobmcflam @nikitos1979hmm Where do you think bitf mcap goes"
X Link @E055Michel1842 2025-10-14T11:34Z 1305 followers, XX engagements

"@TradersMastery So youre not expecting the Fed to cut & stimulate Apologies Im not sure I follow"
X Link @E055Michel1842 2025-10-13T13:29Z 1305 followers, XXX engagements

"@seth_oshi The question is whether they will outperform BTC.not whether the share price will rise"
X Link @E055Michel1842 2025-10-15T06:38Z 1306 followers, XX engagements

"STRF def feels better value today than STRC . STRF is long duration and an investment grade rating + lower interest rates will make it skyrocket the dividend is fixed. If rates fall and credit rating is obtained the div on STRC could be lowered But at the end of the day they target different pools of capital. There is a need for long duration bonds and a need for money market funds"
X Link @E055Michel1842 2025-10-05T06:37Z 1307 followers, 2477 engagements

"There will be some rotation eventually The problem with mstr is not just capital moving elsewhere its the fact their strategy/model is not proven right now and all but guaranteed reliance on dilution Why pay a premium if you know the first thing the company is gonna do is dump more shares just to show you a better looking metric"
X Link @E055Michel1842 2025-10-14T22:30Z 1304 followers, XX engagements

"The market doesnt assign value in a business model that relies on eroding premium by diluting shareholders just to hold an asset that shareholders have no right to - while they carry all sort of other risks. Safer to be in IBIT and sleep at night. The value proposition of those companies should be to increase leverage responsibly and cheaply to compound BTC exposure not just dilute shareholders at every opportunity while the premium compresses and the underlying rallies This is a short term view model based on rewarding early shareholders at the expense of new ones. The market will will"
X Link @E055Michel1842 2025-10-15T06:29Z 1306 followers, XXX engagements

"@RoaringRagnar @mikealfred Business cycle imo can resume / economy expand only when the Fed allows rates to return to neutral - at least XXX bps lower"
X Link @E055Michel1842 2025-10-14T06:37Z 1306 followers, XX engagements

"@matthew_sigel Wouldnt that impact BITF positively as a result"
X Link @E055Michel1842 2025-10-14T12:42Z 1305 followers, XXX engagements

"I agree with that and I have in fact made the point for a very long time that higher for longer was inflationary on shelter cost of funding & cost of capital So the central banks have been creating inflation under the pretence that they were fighting it. That said if I understand you do you expect rates to return to neutral ie around X% by next year or remain high Thats where I think I dont fully follow"
X Link @E055Michel1842 2025-10-13T14:06Z 1307 followers, XXX engagements

"@Bobiliciousing @AdamBLiv Agree but the miners as you said last time at least post halving have margin / EPS that potentially rise non linearly when BTC starts running AND they have a BTC treasury - which is why they run post halving late cycle when BTC "
X Link @E055Michel1842 2025-10-15T06:45Z 1308 followers, XX engagements

"@PDPhilaPhil @Bobiliciousing It doesnt have to be end of this year BTC follows the business cycle"
X Link @E055Michel1842 2025-10-15T17:14Z 1308 followers, XX engagements

"@WesEarnest I agree with you. Those people ignore the cost of capital from dilution"
X Link @E055Michel1842 2025-10-16T19:58Z 1303 followers, XXX engagements

"@Bobiliciousing @AdamBLiv The main difference with last Feb/March was it was pre halving and market was pricing the upcoming cut in block rewards.while now the halving is behind so any large jump in BTC gets fully priced in"
X Link @E055Michel1842 2025-10-15T07:01Z 1306 followers, XX engagements

"@Alleyesonmela1 @Xuan05 @memeismeme @Apexpatrick @Danainhawaii Correct. But when btc runs they are also miners it will boost their profit margin particularly the pure playa mara/clsk which are de facto leveraged btc plays post halving"
X Link @E055Michel1842 2025-10-14T22:31Z 1308 followers, XX engagements

"@StackAndChill Worse . The USD devalued XX% since. People wanted a pro BTC candidate they got it BTC needs to be in everyones wallet not government"
X Link @E055Michel1842 2025-10-16T15:57Z 1303 followers, XX engagements

"@PDPhilaPhil @SteveUrkelDude Agree. But even then if btc goes to 170-200k whats the rationale for buying mstr over ibit when the preferred arent selling and dilution - based on expectations / hope that mnav expands in bullish momentum driven by BTC - and dilution is the only option"
X Link @E055Michel1842 2025-10-13T13:51Z 1304 followers, XX engagements

"@Alleyesonmela1 @memeismeme @Apexpatrick @Danainhawaii On BTC yes"
X Link @E055Michel1842 2025-10-14T21:10Z 1306 followers, XX engagements

"@BitPaine Bit the difference between april and today was thst back in april mnav was higher and the stock was still tracking ibit . It has decoupled since july pretty heavily - with decoupling starting actually mid may"
X Link @E055Michel1842 2025-10-13T20:19Z 1307 followers, 1007 engagements

"Im confident on BTC On the stock i do think we may see a spike in mnav on the back of btc momentum but unless s&p includes them and the preferred are credit rated - so they sell at scale - that potential mnav expansion but be compressed via dilution. The current strategy with thr preferred so far is not proven and dilution remains the only means of capital raising. Until the strategy either adapts or becomes a success I do not see the risk reward benefit of the stock over BTC/IBIT to be diluted There are better btc leveraged plays imo - miners - or simply buy BTC"
X Link @E055Michel1842 2025-10-14T21:09Z 1306 followers, XX engagements

"Even for MSTR which is supposedly institutional grade sitting on $75bn of BTC. Their preferred arent selling their prices dip every day people dont trust or want them. STRC cant even reach $XXX despite XXXXX% div and bond yields lower Finally the preferred market is niche until they get investment grade rated"
X Link @E055Michel1842 2025-10-16T06:57Z 1305 followers, XX engagements

"@Xuan05 @matthew_sigel Like every cycle imo.it runs with btc post halving and pop. Remember the miners tend to be the last to run hard mstr first then the miners post halving"
X Link @E055Michel1842 2025-10-14T23:09Z 1305 followers, XX engagements

"Buy BTC. No point buying a stock hoping to outperform while there is certainty all the company is waiting for is the opportunity to dilute. The risk reward isnt worth it Miners are better plays here or ibit imo Until Saylor demonstrates a viable strategy to raise capital outside dilution that is - preferred get rated so institutions can buy them at scale - s&p i cludes them so there are passive flow suckers for the stock I dont see the risk reward benefit"
X Link @E055Michel1842 2025-10-14T20:47Z 1305 followers, XX engagements

"@PDPhilaPhil One exchange / binance can manipulate BTC Gold is more difficult to but banks JPMorgan particularly manipulated gold for over a decade"
X Link @E055Michel1842 2025-10-15T14:03Z 1306 followers, XX engagements

"@Bobiliciousing What the hell is going on with gold & silver This is system fracture"
X Link @E055Michel1842 2025-10-13T17:32Z 1305 followers, XXX engagements

"@PDPhilaPhil The banks and hedge funds are printing money to short / suppress it. Its intentional Also think China / Brics have interest to suppress"
X Link @E055Michel1842 2025-10-15T15:07Z 1306 followers, XX engagements

"@Xuan05 @matthew_sigel You are right assuming the btc yield comtinue to grow But if dilution is the only way to grow it mnav will trend to X at which point they run out of ammo and go under X See metaplanet naka asst swc etc Only reason mstr is still above X is passive institutional flows imo"
X Link @E055Michel1842 2025-10-14T22:55Z 1305 followers, XXX engagements

"@Bobiliciousing @PDPhilaPhil Binance going for liquidations again on the back of renewed US-China trade war fears. This is insane that one exchange can have so much influence and be allowed to do so"
X Link @E055Michel1842 2025-10-14T08:10Z 1306 followers, XX engagements

"@dochonda @grok please explain"
X Link @E055Michel1842 2025-10-13T12:31Z 1308 followers, 1504 engagements

"@comic True. Self custody BTC"
X Link @E055Michel1842 2025-10-14T22:51Z 1307 followers, XX engagements

"I dont disagree with that and I made that point myself for months That being said there still concerns and question marks around the companyscstrategy imo and people who bought at 2+ mnav wont do so again without catalysts such as s&p Inclusion and credit rating of the preferred"
X Link @E055Michel1842 2025-10-14T23:04Z 1305 followers, XX engagements

"@PDPhilaPhil Massive short positions its intentional And binance keeps wash trading"
X Link @E055Michel1842 2025-10-15T15:10Z 1306 followers, XX engagements

"Its a good question whether the cycle peaks next year or extend into the end of Trump presidency we will see Whether those miners / AI plays will Pop Or whether they pivot to ai/hpc make them viable ai/data centre plays less correlated to BTC remains to be seem and is a strong possibility - though we could see pullbacks Look at nvidia today vs last cycle. Demand for power energy ai data is real amd miners who arent pure plays can remain on a growth trajectory. BTC could also remain on a growth trajectory and follow the nasdaq. But in this case those miners become long term plays not X year"
X Link @E055Michel1842 2025-10-14T23:20Z 1307 followers, XX engagements

"@TradersMastery Agreed its been my view for months that the re acceleration would come next year once the Fed allows - via returning rates to neutral - the business cycle to expand / economy to grow"
X Link @E055Michel1842 2025-10-15T15:45Z 1304 followers, XXX engagements

"The market will definitely bid up btc when rates are cut and liquidity rises. It doesnt have to come at the expense of miners / ai / tech stocks which also benefit from a risk on environment - there are X trillions sitting in money market funds. The ultimate question on mstr remains on their business model ie share dilution without the preferred scaling vs chasing direct btc / ibit & leveraged btc proxy like pure play btc miners. The sentiment on btctco is bad those companies abused their shareholders and were a failure thst wont encourage investors to invest instead of ibit or miners imo"
X Link @E055Michel1842 2025-10-14T22:49Z 1305 followers, XX engagements

"Im not too sure about 1) Phil why should they MSTR doesnt hold the BTC they are middlemem with a credit on a ledger Coinbase controls the private keys Who do you think is more strategically important The miners - MARA are also strategically important in the race for hashpower"
X Link @E055Michel1842 2025-10-14T22:58Z 1305 followers, XX engagements

"@Apexpatrick @Danainhawaii @Alleyesonmela1 But he also owns nearly 20000 btc no debt houses and cash That company is a gamble for him that pumps his BTC. Hes covered regardless. And he owns majority vote / control of the BTC"
X Link @E055Michel1842 2025-10-14T20:48Z 1306 followers, XX engagements

"@TradersMastery I was confused because on one hand you said deflation continues on the other hand that the Fed continues to argue they are concerned about inflation. So was wondering what your exceptions on rate cuts were - agree dont expect QE anytime soon"
X Link @E055Michel1842 2025-10-13T13:49Z 1307 followers, XXX engagements

"@Bobiliciousing @AdamBLiv Agreed My point was even MARA should benefit more than MSTR if BTC runs here because their operating martin rises non linearly from here So similar to MStR they are a BTC with - less - dilution and non linear growth in operating margin from here + optionality from AI pivot"
X Link @E055Michel1842 2025-10-15T06:59Z 1306 followers, XX engagements

"@Xuan05 @matthew_sigel People will still buy it as a trade not a long term hold The moment Saylor runs the ATM theyll exit"
X Link @E055Michel1842 2025-10-14T23:00Z 1305 followers, XX engagements

"Agree its the MSTR/IBIT or Metaplanet/IBIT that matters otherwise just buy IBIT The scam and misinformation was to Assume and imply that mnav should always be floored at X but it doesnt have to if excess shares are supplied and there is no claim to the BTC worse if there is debt Either they have to generate value from those BTC or they all trend way way under X mnav"
X Link @E055Michel1842 2025-10-16T20:22Z 1303 followers, XXX engagements

"@Bobiliciousing @PDPhilaPhil Its not just BTC Adjusted for lower DXY the s&p And nasdaq are flat at best and collapsed vs gold - which China holds Its the entire system"
X Link @E055Michel1842 2025-10-15T17:13Z 1307 followers, XX engagements

"The amount of manipulation is concerning. The constant volatility they engineer on stocks everydays while gold keeps rising feels like a giant casino looking to rug pull everyone while in reality money is exiting to gold/silver. I m stsrting to think things are much worse than they appear"
X Link @E055Michel1842 2025-10-14T06:26Z 1306 followers, XX engagements

"@Xuan05 @matthew_sigel Why wouldnt the pure miners run when btc runs At those levels BTC around 130/140k the margin of those margin rises non linearly they should run as well And if the Fed cuts and liquidity rises it will also be positive for tech / ai stocls its all Correlated"
X Link @E055Michel1842 2025-10-14T22:43Z 1307 followers, XX engagements

"@Bobiliciousing @AdamBLiv They are a *BTC treasury"
X Link @E055Michel1842 2025-10-15T07:11Z 1305 followers, XX engagements

"Yes the miners have an underlying business model / fundamental while being a leverage btc proxy. There is little to no reason to hold mstr right now imo With more visibility on the preferred s&p inclusion and btc starting to pump things could change although i expect the miners to run hard when btc runs so not a trivial decision to rotate back into mstr"
X Link @E055Michel1842 2025-10-14T22:27Z 1305 followers, XX engagements