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@GermCrypto Avatar @GermCrypto Germ

Germ posts on X about $cep, $cepo, bitcoin, spac the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks cryptocurrencies finance

Social topic influence $cep #1, $cepo #6, bitcoin, spac, mstr, unrealized gains, cash flow, $120k, eps, saylor

Top assets mentioned CEREAL (CEP) Bitcoin (BTC) Metaplanet Inc. (MTPLF) Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP)

Top Social Posts #

Top posts by engagements in the last XX hours

"@JoshMandell6 @saylor The big problem for MSTR right now is all the talking heads and fan boys have everyone convinced unrealized gains on EPS are going to cause the stock price to soar. there are going to be a lot of people very upset and hitting the sell button in short order"
@GermCrypto Avatar @GermCrypto on X 2025-07-08 14:33:35 UTC XXX followers, 3025 engagements

"Vibes not right today Bitcoin looking shaky. Made some profit from yesterday's overnights. Market felt primed then bleh. Want to see Bitcoin over $119500"
@GermCrypto Avatar @GermCrypto on X 2025-07-16 14:11:29 UTC XXX followers, XXX engagements

"I don't think everyone's asleep. I think people learned their lesson with $CEP. It was disclosed the $CEPO deal is basically a mirror of the $CEP deal and with double the O/S it's trading roughly half of $CEP which makes sense. The numbers are roughly the same it just #CEPO has twice as many shares"
@GermCrypto Avatar @GermCrypto on X 2025-07-17 00:02:18 UTC XXX followers, XXX engagements

"So I took some profit on my $CEP aftermarket trades. I think the Adam Back news that dropped on the CEP ticker had some folks confused. Took advantage of the volume"
@GermCrypto Avatar @GermCrypto on X 2025-07-15 21:51:29 UTC XXX followers, XXX engagements

"Man today is already one of my better trading days. I was mostly cash to start. Picked up some $CEP on the sell off to chase $CEPO then picked up some $CEPO after the halt on the dump. If Bitcoin can hold up here I might just swing trade these now"
@GermCrypto Avatar @GermCrypto on X 2025-07-17 14:08:15 UTC XXX followers, XXX engagements

"Fwiw. I full time trade $CEP for position. and it's been almost rock steady consistent 2.5-2.8X mNAV. and to be honest for a Company that intends to generate cash flow that's tottally reasonable. The only reason MSTR is stuck at 2X is because Saylor keeps it there with his ATMs he keeps it in the sweet spot for liquidity so he can raise money. That's why I don't trade it anymore"
@GermCrypto Avatar @GermCrypto on X 2025-07-14 21:49:58 UTC XXX followers, XXX engagements

"@Civic108 If $CEP is any indicator once the pump died down it's been trading a pretty stable 2.6x mNAV at support until today. Looks like folks sold $CEP to buy some $CEPO"
@GermCrypto Avatar @GermCrypto on X 2025-07-17 14:05:01 UTC XXX followers, XXX engagements

"My thoughts on why $CEPO isn't blasting off like $CEP did. First I think the market learned its lesson not to FOMO like it did with $CEP. It now trades pretty consistently around 2.6-2.8X mNAV. Reports have suggested that $CEPO will be almost a mirror deal to $CEP. If that's the case then where its trading right now is about right. $CEPO has exactly twice as many shares outstanding as $CEP. So all things considered. it makes sense why $CEPO isn't blowing up from here until we have pro forma details on the combination I suspect it's going to trade roughly half the price of $CEP. Purely an"
@GermCrypto Avatar @GermCrypto on X 2025-07-17 00:09:20 UTC XXX followers, 1667 engagements

"Looks like $CEP is trading relatively stable at around a 2.6-2.8 mNAV here"
@GermCrypto Avatar @GermCrypto on X 2025-07-14 18:25:29 UTC XXX followers, XXX engagements

"$CEP trading close to it's lowest mNAV yet roughly 2.4X looks like some folks selling to chase $CEPO"
@GermCrypto Avatar @GermCrypto on X 2025-07-17 13:43:22 UTC XXX followers, 1003 engagements

"When it comes to all these BTC Treasury companies and their convertible equity instruments over time arbitrage is going to slowly grind them down to 1:1. The only way to keep this from happening is to have an actual operating Company generating actual cash flow so that you are able to show value beyond the volatility of your stock. Which of the BTC Treasury companies do you think will achieve this first"
@GermCrypto Avatar @GermCrypto on X 2025-07-12 14:12:28 UTC XXX followers, XXX engagements

"Are they though I don't think the S&P committee is going to be enthusiastic about a Company who's EPS is based solely on Bitcoin unrealized gains. If you strip out the Bitcoin the core operating Company doesn't come close to S&P inclusion. I think they will say no and cite Bitcoin volatility as risk"
@GermCrypto Avatar @GermCrypto on X 2025-07-15 23:54:48 UTC XXX followers, XXX engagements

"Added back to $CEP core aftermarket Bitcoin seemed to be holding $120K"
@GermCrypto Avatar @GermCrypto on X 2025-07-14 21:56:57 UTC XXX followers, XXX engagements

"Resharing this great chart on $CEP $XXI mNAV"
@GermCrypto Avatar @GermCrypto on X 2025-06-10 14:04:52 UTC XXX followers, 9041 engagements

"This is why you don't buy hyped up stocks like $MTPLF"
@GermCrypto Avatar @GermCrypto on X 2025-07-15 14:19:31 UTC XXX followers, 2899 engagements

"@btc_overflow @adam3us That just takes into account the now now. my math looks different. $CEP has been finding support at 2.6X mNAV on pull backs so used 2.5X"
@GermCrypto Avatar @GermCrypto on X 2025-07-17 20:16:09 UTC XXX followers, XXX engagements

"$CEP back to its sweet spot at roughly 2.6X mNAV"
@GermCrypto Avatar @GermCrypto on X 2025-07-15 17:34:13 UTC XXX followers, XXX engagements

"Bleeding out a little of my core $CEP position. Always take some profits on big rallies"
@GermCrypto Avatar @GermCrypto on X 2025-07-14 14:03:39 UTC XXX followers, XXX engagements

"Bitcoin is starting to give that vibe that it's gonna shart itself kill the mood and give the bears a reprieve"
@GermCrypto Avatar @GermCrypto on X 2025-07-18 14:36:58 UTC XXX followers, XXX engagements

"@smooth_btc $CEP's been consistently trading support at XXX mNAV so $24.50"
@GermCrypto Avatar @GermCrypto on X 2025-07-17 14:54:32 UTC XXX followers, XX engagements

"$CEPO Just my opinion here but this is worth around $XX. Only reason it's stuck at $XX is the original SPAC investors want in on the new financing. That's my theory on price action right now"
@GermCrypto Avatar @GermCrypto on X 2025-07-17 15:57:03 UTC XXX followers, 2091 engagements

"Well one thing is certain the $CEPO deal wasn't nearly as exciting for the market as the $CEP deal was based on the dollar volume so far. Either that or the $CEPO SPAC holders have bid whacked too hard and killed the momentum"
@GermCrypto Avatar @GermCrypto on X 2025-07-18 14:16:52 UTC XXX followers, XXX engagements

"Aftermarket for $CEP kind of blew up. I think folks got $CEP confused with the other Cantor SPAC re: the Adam Back news"
@GermCrypto Avatar @GermCrypto on X 2025-07-15 21:36:12 UTC XXX followers, XXX engagements

"Must suck to have bought the top on $MTPLF ha. Dilution causes bewilderment I guess"
@GermCrypto Avatar @GermCrypto on X 2025-07-16 19:05:00 UTC XXX followers, XXX engagements

"@docstacks @perplexity_ai The only bewilderment will be all the people thinking unrealized gains will move the needle for MSTR"
@GermCrypto Avatar @GermCrypto on X 2025-07-08 13:59:01 UTC XXX followers, XX engagements

"@ABC12D2 @mikewmunz The "irresponsibly long" MSTR group is an echo chamber of pump with dissenting views squashed by an herd of fan boy cultists. I actually like MSTR I even regularly trade its 2X ETF's but I think there are better BTCTC company's to be invested in"
@GermCrypto Avatar @GermCrypto on X 2025-07-16 11:31:26 UTC XXX followers, XX engagements

"@bstrco @adam3us @macrocrunch Might wanna have a chat with the empty suits and the SPAC promoter. Compared to $CEP this launch looked more like a penny stock pump and dump. First the news leak then the huge amount of bid whacking almost down to a 1X mNAV"
@GermCrypto Avatar @GermCrypto on X 2025-07-18 20:45:02 UTC XXX followers, XX engagements

"Looking like $CEP is busting out some of the best gains during this Bitcoin price discovery"
@GermCrypto Avatar @GermCrypto on X 2025-07-14 14:06:17 UTC XXX followers, XXX engagements

"Made a nice $CEP scalp today. I'd like to see Bitcoin hold above $120K here. Probably won't trade this resistance"
@GermCrypto Avatar @GermCrypto on X 2025-07-14 17:49:30 UTC XXX followers, XXX engagements

"@JoshMandell6 Wait until MSTR fails to be included in the S&P that's when we're going to see some real bewilderment and whining. I stayed away from Metaplanet felt like a MSTR XXX to me"
@GermCrypto Avatar @GermCrypto on X 2025-07-16 19:22:42 UTC XXX followers, 1181 engagements

"@AssaultCS2 @Strategy Unrealized gains don't do anything to help cash flow though. that's what investors truly care about"
@GermCrypto Avatar @GermCrypto on X 2025-07-11 00:50:03 UTC XXX followers, XXX engagements

"$CEPO flip. hopefully I don't have to give back the money I just made lol"
@GermCrypto Avatar @GermCrypto on X 2025-07-17 14:34:06 UTC XXX followers, XXX engagements

"Use the $CEP low float and thin order book to your advantage. Patience and understanding the post combination valuation is key"
@GermCrypto Avatar @GermCrypto on X 2025-07-07 14:45:05 UTC XXX followers, XXX engagements

"@SurfShopCapital @SPACuity Yes SPAC deals do fall through but deals like this rarely fall through"
@GermCrypto Avatar @GermCrypto on X 2025-07-18 03:09:10 UTC XXX followers, XX engagements

"$CEPO Here's what "MY" math shows. please do your own math I suck at math. But this is what I'm using. Final outcome is all funds used to buy new Bitcoin at $120K is XXXXXXXXXXXX BTC per share. At 2.6X mNAV which is what $CEP has been holding support at that translates to $XXXXX. PLEASE DO NOT RELY ON THIS. I'm sharing my own work and it could be wrong"
@GermCrypto Avatar @GermCrypto on X 2025-07-17 15:15:16 UTC XXX followers, 7069 engagements

"@smooth_btc If it trades like $CEP the sweet spot after everything settled down has been roughly 2.6X"
@GermCrypto Avatar @GermCrypto on X 2025-07-17 15:51:30 UTC XXX followers, XXX engagements

"Adding back the $CEP I sold at $XX on the confusion over the $CEPO news. Thanks FOMO'ers"
@GermCrypto Avatar @GermCrypto on X 2025-07-15 23:10:42 UTC XXX followers, 1009 engagements

"Exited portion of $CEP position Bitcoin feels stalled reducing risk"
@GermCrypto Avatar @GermCrypto on X 2025-07-16 13:58:37 UTC XXX followers, XXX engagements

"@ShardiB2 $CEPO. Cantor spac doing deal with Adam Back. might do a $CEP"
@GermCrypto Avatar @GermCrypto on X 2025-07-15 23:01:11 UTC XXX followers, XXX engagements

"Kind of funny $CEP way over performed on their SPAC announcement based on the numbers. Now $CEPO seems to be underperforming based on theirs. If my calcs are right"
@GermCrypto Avatar @GermCrypto on X 2025-07-17 15:44:27 UTC XXX followers, XXX engagements

"How's everyone's $CEP looking today Nice breakout"
@GermCrypto Avatar @GermCrypto on X 2025-07-14 14:08:32 UTC XXX followers, XXX engagements