[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.]

@HermesLux Avatar @HermesLux Hermes Lux

MicroStrategy ($MSTR) is making significant moves in the market, including buying more Bitcoin, with its current holdings at XXXXXXX BTC. The company's potential inclusion in the S&P XXX index is also generating buzz, with some predictions that it could temporarily send the stock soaring to $400-$425 range. Additionally, discussions around the company's financials, such as its Net Asset Value (NAV) and Market NAV (MNAV), are underway among investors and analysts.

Engagements: XXXXXXX #

Engagements Line Chart

Mentions: XXX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence cryptocurrencies #682 finance #4560 stocks #3098 technology brands XXXX% currencies XXXX% countries XXXX% exchanges XXXX%

Social topic influence bitcoin #319, $mstr #19, $strc #3, hermes #1, $mtplf #6, price of #92, debt #173, $strf #24, $strk #63, $strd #21

Top accounts mentioned or mentioned by @strategy @saylor @adrianrmorris @punterjeff @joshmandell6 @grok @nithusezni @sunny051488 @romeoinvest @cryptounderdog1 @adambliv @toxbit3 @btcbullrider @actuallyclimber @ryquant @sullymichaelvan @leadingreport @britishhodl @sheriffdeenvall @mstrtruenorth

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Metaplanet Inc. (MTPLF) Strategy Incorporated (STRF) Strike (STRK) Stride (STRD) Strive, Inc. (ASST) NVIDIA Corp. (NVDA) IREN Limited (IREN) Nakamoto Games (NAKA) Robinhood Markets, Inc. (HOOD) Microsoft Corp. (MSFT) iShares BTC Trust (IBIT)

Top Social Posts #

Top posts by engagements in the last XX hours

"IBKR numbers/chart updated. Metaplanet now down 3%. Don't get emotional"
X Link @HermesLux 2025-10-06T01:54Z 13.3K followers, 18K engagements

"This chart should also demonstrate why BTCTCs will not be able to sustain high mNAVs by simply selling equity. i.e. the market is efficient and "edges" will always get shaved. Eventually these BTCTCs will need to figure out how to generate income using their BTC holdings; e.g. "P3" (Phase 3). I know with a high degree of certainty that @Strategy and Metaplanet both have P3 plans in the works but haven't yet released any details. They will in time when they are ready. Metaplanet is currently running about X year behind MSTR on P2 but could catch up quickly. This is what keeps Saylor up burning"
X Link @HermesLux 2025-10-08T02:17Z 13.3K followers, 32.4K engagements

"I don't think the shorts are paying attention here. As soon as metaplanet announces their $X billion purchase the stock price will jump nearly XX% based on net asset value alone"
X Link @HermesLux 2025-09-18T20:23Z 13.3K followers, 40.7K engagements

"MTPLF mNAV = XXXX MSTR mNAV = 1.48"
X Link @HermesLux 2025-10-07T12:01Z 13.3K followers, 13.8K engagements

"@BurntheShipsBTC Every time there's been a fed rate cut or a govt stimulus Bitcoin has gone up"
X Link @HermesLux 2025-10-14T23:38Z 13.3K followers, XX engagements

"I placed an order for more $MTPLF at $XXXX. It filled at open"
X Link @HermesLux 2025-10-14T13:31Z 13.3K followers, 13.1K engagements

"MSTR buys another XXX BTC; now holds 640250 BTC. $MSTR ATM = $0M / X% $STRK ATM = $1.7M / XXX% $STRF ATM = $19.8M / XXXX% $STRD ATM = $5.8M / XXXX% $STRC ATM = $0.0M / XXX% Total ATM = $27.3M / 100%"
X Link @HermesLux 2025-10-13T12:17Z 13.3K followers, 17.6K engagements

"@GuntherEagleman @grok What is the minimum legal requirement to remove a member of the Supreme Court Who would be responsible for removing that individual"
X Link @HermesLux 2025-10-16T01:09Z 13.3K followers, XXX engagements

"I wouldn't go for a Porche because I prefer my cars to look masculine but I get a lot of people especially women like cars like this. I'm sure it's very fast though"
X Link @HermesLux 2025-10-15T16:44Z 13.3K followers, 1090 engagements

"I'm going to use the fact below to state that BTC will touch $133875 not too long after the Fed cuts rates on 10/29/25. This number is XXXX% higher than the BTC ATH"
X Link @HermesLux 2025-10-14T22:42Z 13.3K followers, 12.5K engagements

"Properly executed and managed MSTR covered calls (or cash secured puts) buying real estate for rental income"
X Link @HermesLux 2025-10-15T20:51Z 13.3K followers, 5521 engagements

"MTPLF mNAV = XXXX MSTR mNAV = 1.37"
X Link @HermesLux 2025-10-09T13:47Z 13.3K followers, 17.4K engagements

"Probably a good time to buy Bitcoin"
X Link @HermesLux 2025-10-10T19:21Z 13.3K followers, 5404 engagements

"Got my BTC orders in:"
X Link @HermesLux 2025-10-11T01:38Z 13.3K followers, 19.1K engagements

"If you had sold a XX DTE XX delta covered call on $MSTR on ANY of the XXX trading days so far this year ALL of them would have expired worthless and in your favor. Your share count would be the same as it was on 1/1/2025"
X Link @HermesLux 2025-10-14T18:39Z 13.3K followers, 15.5K engagements

"This is why"
X Link @HermesLux 2025-10-10T21:18Z 13.3K followers, 18.9K engagements

"I don't do videos but I did do this tutorial to explain how I would go about selling covered calls on $MSTR if I used Robinhood"
X Link @HermesLux 2025-10-09T12:01Z 13.3K followers, 18.6K engagements

"If I owned a bank I'd be doing something similar but taking all the deposits and dumping them into $STRC and pocketing the spread difference"
X Link @HermesLux 2025-10-15T17:22Z 13.3K followers, 19.2K engagements

""The internet is just a passing fad." "Theres no chance that the iPhone is going to get any significant market share." Steve Ballmer former Microsoft CEO 2007 "Television wont last because people will soon get tired of staring at a plywood box every night." Darryl Zanuck 20th Century Fox 1946 "The Americans have need of the telephone but we do not. We have plenty of messenger boys." Sir William Preece British Post Office 1878 "This telephone has too many shortcomings to be seriously considered as a means of communication." Western Union internal memo 1876 "The idea of a personal communicator"
X Link @HermesLux 2025-10-08T20:53Z 13.3K followers, 7496 engagements

"BTC to $125k+ by XX OCT"
X Link @HermesLux 2025-10-14T17:35Z 13.3K followers, 20.7K engagements

"@rocwun i would sell out and move into STRC until i saw a correction"
X Link @HermesLux 2025-10-07T18:45Z 13.3K followers, XXX engagements

"Here's the video that we did. Huge thanks to @piovincenzo_ and team for putting this together for us. Would love to know what you all think"
X Link @HermesLux 2025-10-13T14:37Z 13.3K followers, 16.6K engagements

"CORRECTION: $130k by Halloween"
X Link @HermesLux 2025-10-14T17:45Z 13.3K followers, 13.6K engagements

"First order filled @ $109900. Three to go"
X Link @HermesLux 2025-10-11T21:58Z 13.3K followers, 10.2K engagements

"MTPLF mNAV = XXXX MSTR mNAV = 1.49"
X Link @HermesLux 2025-10-01T13:38Z 13.2K followers, 8937 engagements

"Between the MSTR ATM program and Trump's tariffs this is a covered call market"
X Link @HermesLux 2025-10-10T19:23Z 13.3K followers, 5470 engagements

"I didn't realize just how many people were upset about Metaplanet selling equity for Bitcoin below 3x mnav. I always viewed this guidance as overly optimistic knowing very well that they were going to have to sell equity well below 3x mnav; selling any equity over 1x mnav to buy Bitcoin is a winning trade in my opinion"
X Link @HermesLux 2025-10-08T00:38Z 13.3K followers, 22.2K engagements

"In Schwab you can short sell $STRC at market use the funds to buy $MSTR or $IBIT to capture the yield on the spread difference after paying out the monthly dividends on STRC and with no real adverse impacts on portfolio liquidation risk. You effectively get to do the same thing as @Strategy wherein you borrow by selling STRC paying out 10%/year and use the funds to buy whatever you want. The caveat is that the shares may be hard to borrow for shorting but for now it seems to work. I put a limit order in at $XXXXX just to verify it does in fact work"
X Link @HermesLux 2025-10-07T12:29Z 13.3K followers, 29.6K engagements

"By rolling XX DTE XX deltas every week the expiration date never arrives and assignment is virtually non-existent"
X Link @HermesLux 2025-10-09T18:52Z 13.3K followers, 10.2K engagements

"Covered calls are on fire today"
X Link @HermesLux 2025-10-10T18:23Z 13.3K followers, 3936 engagements

"Limit up on open. Metaplanet $MTPLF 3350"
X Link @HermesLux 2025-10-06T00:05Z 13.3K followers, 19K engagements

"MTPLF mNAV = XXXX MSTR mNAV = 1.36"
X Link @HermesLux 2025-10-10T15:54Z 13.3K followers, 116.1K engagements

"@unusual_whales Would be great if we could attach people's social security numbers to their voting record so that people who voted for certain things would pay for certain things and if you didn't vote for it then you wouldn't pay. That would fix this real quick"
X Link @HermesLux 2025-10-05T17:05Z 13.3K followers, 5147 engagements

"@BenWerkman @grok provide the essential points here in XX concise one sentence bullets"
X Link @HermesLux 2025-10-14T02:44Z 13.3K followers, 1418 engagements

"@EdwardMcKernan I had the chance and I didn't. I've considered the XX deltas though. probably has merit. at least until it doesnt"
X Link @HermesLux 2025-10-14T18:46Z 13.3K followers, XXX engagements

"Bitcoin at $XXX and I'm already bored. I'm ready to see $130k. That should cause MSTR to surge to $XXX and MTPLF to soar to $4.75"
X Link @HermesLux 2025-10-06T23:43Z 13.3K followers, 11.2K engagements

"MTPLF mNAV = XXXX MSTR mNAV = 1.48"
X Link @HermesLux 2025-10-06T15:21Z 13.3K followers, 12.3K engagements

"Great news for the military. Trump figured out a way to pay the salaries of military members while the government is shutdown"
X Link @HermesLux 2025-10-11T18:39Z 13.3K followers, 5925 engagements

"MSTR is now up XX% YoY"
X Link @HermesLux 2025-10-15T15:57Z 13.3K followers, 10.1K engagements

"I can't quite put my finger on it but it seems like it might be one of those profitable covered call days:"
X Link @HermesLux 2025-10-07T15:11Z 13.3K followers, 126.3K engagements

"I am not exiting $MSTR as long as the IV remains high. The absolute perfect trade for Covered Call sellers is a stock that maintains a high IV while remaining flat. MSTR is now flat since 11/11/2024"
X Link @HermesLux 2025-10-09T16:00Z 13.3K followers, 17.8K engagements

"Today is a good day to make money"
X Link @HermesLux 2025-10-08T13:34Z 13.3K followers, 3683 engagements

"The mind of a new MSTR Covered Call seller: ➡MSTR trading at $325: "I'm going to start selling covered calls today" ➡1 week later -- MSTR trading at $300: "I'm a genius Time to roll out" ➡1 week later -- MSTR trading at $280: "This is the easiest money I ever made. Time to roll out again" ➡1 week later -- MSTR trading at $330: "OMG I'm going to lose my shares" ➡1 week later -- MSTR trading at $360: "I'm never selling covered calls again." ➡1 week later -- MSTR trading at $400: "I'm pissed I'm going to lose my shares. may as well take the loss. I'll close out tomorrow." ➡The next day -- MSTR"
X Link @HermesLux 2025-10-07T15:52Z 13.3K followers, 13.8K engagements

"If you're ever feeling sad about your stock or about Bitcoin now or in the future I would just encourage you to re-watch this video"
X Link @HermesLux 2025-10-06T20:44Z 13.3K followers, 5919 engagements

"@DSM_GC @Strategy The common should always trade at a premium to the net asset value"
X Link @HermesLux 2025-10-08T23:23Z 13.2K followers, XXX engagements

"In the past XX days $NVDA is up the equivalent of 864576 BTC assuming a BTC price of $120000"
X Link @HermesLux 2025-10-09T17:27Z 13.3K followers, 5665 engagements

"@WallStreetApes This would probably make for a good @Polymarket play. A Cuomo bet is currently paying 1-9 odds (11% chance) he will win thus if he wins expect a 10x payout"
X Link @HermesLux 2025-10-15T12:49Z 13.3K followers, XXX engagements

"NVDA is down 1188461 BTC today at a BTC price of 117000"
X Link @HermesLux 2025-10-10T19:18Z 13.3K followers, 2406 engagements

"That's funny"
X Link @HermesLux 2025-10-10T22:03Z 13.2K followers, 8921 engagements

"MTPLF mNAV = XXXX MSTR mNAV = 1.40"
X Link @HermesLux 2025-10-15T00:39Z 13.3K followers, 46.4K engagements

"MSTR "catalysts" from the past year"
X Link @HermesLux 2025-10-15T16:21Z 13.3K followers, 14.7K engagements

"@gerovich Send it"
X Link @HermesLux 2025-10-14T23:59Z 13.3K followers, 4718 engagements

"BTC ATH = 125615.22; we are very close"
X Link @HermesLux 2025-10-06T15:25Z 13.3K followers, 10.9K engagements

"@BTC_Archive People should understand that this is not the full picture. Obviously that doesn't make any sense. Look at the big picture"
X Link @HermesLux 2025-10-14T20:50Z 13.3K followers, XXX engagements

"$STRC reached ATH @ $100.00; now $99.27"
X Link @HermesLux 2025-10-02T13:46Z 13.2K followers, 24.6K engagements

"Josh would like to see Bitcoin close at $117777.77 today but don't ask why"
X Link @HermesLux 2025-10-01T11:31Z 13.3K followers, 38.1K engagements

"@JoshMandell6 What are you thinking about @saylor these days It seems like you've gone back and forth a lot"
X Link @HermesLux 2025-10-06T00:22Z 13.3K followers, 2690 engagements

"The largest ever crypto liquidation event"
X Link @HermesLux 2025-10-10T22:47Z 13.3K followers, 22.6K engagements

"MTPLF mNAV = XXXX MSTR mNAV = 1.49"
X Link @HermesLux 2025-10-14T10:32Z 13.3K followers, 20K engagements

"@BTCBULLRIDER Have you heard the Bitcoin anthem"
X Link @HermesLux 2025-10-16T02:54Z 13.3K followers, XXX engagements

"Metaplanet left out"
X Link @HermesLux 2025-10-06T02:08Z 13.3K followers, 19.3K engagements

"BTCTCs IV / IV percentiles"
X Link @HermesLux 2025-10-07T15:23Z 13.3K followers, 2996 engagements

"MSTR is flat/down YTD"
X Link @HermesLux 2025-10-15T15:58Z 13.3K followers, 5459 engagements

"This is the best answer I've ever heard as to why Bitcoin is not like the tulip bubble mania or like any other fake and artificial passing fad"
X Link @HermesLux 2025-10-05T16:35Z 13.3K followers, 27.5K engagements

"What's going on here @PunterJeff"
X Link @HermesLux 2025-10-13T17:20Z 13.3K followers, 25.3K engagements

"It's just like Christmas but without any green"
X Link @HermesLux 2025-10-15T17:17Z 13.3K followers, 7762 engagements

"You wouldn't need to sell Bitcoin when you can take a loan against it"
X Link @HermesLux 2025-10-15T20:49Z 13.3K followers, 4188 engagements

"How a typical interview goes with @saylo: Interviewer: For the audience can you just provide a basic explanation and perhaps an analogy for Bitcoin and how it works @saylor: (quick deep sigh) uh yah imagine if you will a fuselage of a spacecraft an intricately engineered exoskeletal cocoon serving as a decentralized structural ledger analogous to Bitcoins blockchain orchestrating the containment of volatile payloads and life-sustaining atmospheric protocols under extreme extraterrestrial conditions. Its multifaceted composite lattice interwoven with thermal-resistant cryptographic alloys"
X Link @HermesLux 2025-10-14T00:18Z 13.3K followers, 19.7K engagements

"@monegenix That's where the bank's Risk Management and Chief Financial officers play a significant role. Got to make sure it all remains copesthetic"
X Link @HermesLux 2025-10-15T20:16Z 13.3K followers, XX engagements

"@LeadingReport @grok what are these rules and why dont they want to sign"
X Link @HermesLux 2025-10-14T19:50Z 13.3K followers, 12.4K engagements

"Bitcoin Russell 2000 Gold and NASDAQ all hit ATH today. I'd say the XX deltas are safe"
X Link @HermesLux 2025-10-06T19:10Z 13.3K followers, 13.8K engagements

"MSTR drops XX% while Bitcoin remains flat but at least BPS increases. This is why I sell covered calls. I am more concerned about implied volatility. The stock will eventually recover"
X Link @HermesLux 2025-10-02T22:56Z 13.3K followers, 8523 engagements

"Today $NVDA is up the equivalent of 740806 BTC"
X Link @HermesLux 2025-10-08T18:15Z 13.3K followers, 8208 engagements

"Boring days are still good days for covered calls"
X Link @HermesLux 2025-10-08T19:04Z 13.3K followers, 5267 engagements

"Tomorrow I'll be sitting down with some legends you might know to discuss BTC MSTR other things. It'll be a fun discussion not overly technical or boring just fun and informative. It's not going to be live but there will be a video posted later. @nithusezni @piovincenzo_ @SullyMichaelvan @Adrian_R_Morris @RyansMethod @AdamBLiv"
X Link @HermesLux 2025-10-09T17:38Z 13.3K followers, 29.1K engagements

"This highlights a degree of truth lost on some. The times of above average "accretive-dilution" are favorable for short-sellers but these times won't last. Short-sellers will soon feel the impacts of a knife ripping higher if they aren't careful"
X Link @HermesLux 2025-10-06T12:17Z 13.3K followers, 8553 engagements

"@realgary12 @BTCBULLRIDER Think believe achieve"
X Link @HermesLux 2025-10-15T01:18Z 13.3K followers, XXX engagements

"Metaplanet's Project Nova -- A "Theory" Project Nova is most likely a Bitcoin-focused prime brokerage service tailored for institutional and high-net-worth clients in Japan and globally. This would position Metaplanet as a comprehensive financial infrastructure providerhandling custody execution lending OTC trading and derivativeswhile addressing the market inefficiencies they've encountered in their massive Bitcoin acquisitions. @gerovich's Goldman Sachs derivatives experience directly translates to building a prime brokeroffering bundled services like secure custody (reducing third-party"
X Link @HermesLux 2025-10-03T03:30Z 13.3K followers, 67.8K engagements

"You know what's never happened before in Bitcoin history BTC ETFs + BTCTCs + a pro BTC administration + a multi-year Fed Rate lowering cycle"
X Link @HermesLux 2025-10-15T01:16Z 13.3K followers, 9076 engagements

"This is why no one takes them seriously except for people who like ostriches keep their heads buried in the sand and who refuse to take on any facts that counter their beliefs. This is the very definition of "cognitive dissonance" and will become the implosion of the Democrat party if they do not change"
X Link @HermesLux 2025-10-13T20:21Z 13.3K followers, XXX engagements

"IBIT vs MSTR today"
X Link @HermesLux 2025-10-06T18:52Z 13.3K followers, 22.8K engagements

"MSTR buys another XXX BTC; now holds 640031 BTC. $MSTR ATM = $116.4M / XX% $STRK ATM = $0M / XXX% $STRF ATM = $11.3M / X% $STRD ATM = $0.4M / XXX% $STRC ATM = $0.0M / XXX% Total ATM = $128.1M / 100%"
X Link @HermesLux 2025-09-29T12:44Z 13.3K followers, 9642 engagements

"@sunny051488 Different business strategies. CEOs are not at all on the same level"
X Link @HermesLux 2025-10-06T18:00Z 13.3K followers, 1018 engagements

"Are you tired of winning yet"
X Link @HermesLux 2025-10-15T02:23Z 13.3K followers, 10.5K engagements

"722 💹 = $XXXX USD"
X Link @HermesLux 2025-10-06T00:31Z 13.3K followers, 30.4K engagements

"625 💹= $XXXX $MTPLF / 3350"
X Link @HermesLux 2025-10-03T01:20Z 13.3K followers, 5898 engagements

"MSTR buys another XXX BTC; now holds 638985 BTC. $MSTR ATM = $0M / XXX% $STRK ATM = $17.3M / XX% $STRF ATM = $34.0M / XX% $STRD ATM = $16.9M / XX% $STRC ATM = $0.0M / XXX% Total ATM = $68.2M / 100%"
X Link @HermesLux 2025-09-15T12:08Z 13.3K followers, 37.8K engagements

".temporarily"
X Link @HermesLux 2025-10-06T15:14Z 13.3K followers, 5364 engagements

"The US doesn't have enough debt so it's taking on the debt of other countries now. B.B.B. Bitcoin"
X Link @HermesLux 2025-10-10T02:09Z 13.3K followers, 13.5K engagements

"Hey @saylor I got another idea for a credit product; Offer CDs at X% with a $XXX minimum. Also will you be announcing the "Strategy Bank" vision at the next earnings on 10/30 It's going to take a while anyways so you may as well give the shareholders a sneak peak of what the future could look like for @Strategy"
X Link @HermesLux 2025-10-15T17:32Z 13.3K followers, 24.3K engagements

"This is very promising for metaplanet tonight"
X Link @HermesLux 2025-10-05T23:29Z 13.3K followers, 28.1K engagements

"$ASST is sitting at $700M market cap after hours. That's like a weekly ATM for @saylor"
X Link @HermesLux 2025-10-11T03:18Z 13.3K followers, 4284 engagements

"BTC to $125k+ by XX OCT"
X Link @HermesLux 2025-10-14T17:33Z 13.3K followers, XXX engagements

"@MSteelgrave not just from what he said. $XXX on MSTR; and XXXX on MTPLF should be very close to the bottom"
X Link @HermesLux 2025-10-10T15:53Z 13.3K followers, XXX engagements

"Are we tired of wining yet team"
X Link @HermesLux 2025-10-15T15:59Z 13.3K followers, 19.2K engagements

"@Tan_Hef There's no intent to sell the BTC. Debt is preferred. Skiing BTC is a last resort"
X Link @HermesLux 2025-10-14T02:13Z 13.3K followers, XXX engagements

"Beware of cooking oil crashes. They may be few in number but they are sudden"
X Link @HermesLux 2025-10-15T00:30Z 13.3K followers, 5106 engagements

"All MSTR prefs (STRC + STRD + STRK + STRF) represent only X% of @Strategy's total BTC holdings ("Pref/BTC NAV")"
X Link @HermesLux 2025-10-03T19:26Z 13.2K followers, 6827 engagements

"If you're upset about this price action just remember when you buy Bitcoin yourself your checking account balance goes down. In time your assets will appreciate and when they do you can generate income on those assets if invested and managed properly"
X Link @HermesLux 2025-10-15T20:30Z 13.3K followers, 5353 engagements

"This is what a Sunday evening should look like for Bitcoin. It takes a lot of buying to move Bitcoin X% in a day. More than most people realize. We're going to finish out the quarter strong"
X Link @HermesLux 2025-09-28T22:49Z 13.3K followers, 25.1K engagements

"No ATM this week for Strategy"
X Link @HermesLux 2025-10-05T12:34Z 13.3K followers, 21.1K engagements

"Rolling XX DTE MSTR XX deltas weekly can pay for this while you're waiting for share price appreciation"
X Link @HermesLux 2025-10-15T16:41Z 13.3K followers, 5610 engagements

"MTPLF is the greatest buying op available today"
X Link @HermesLux 2025-10-06T17:56Z 13.3K followers, 27.9K engagements

"@grok @chcbearsfan Grok how much principle would you have remaining on that same $94000 invested in MSTY"
X Link @HermesLux 2025-10-03T19:12Z 13.3K followers, XXX engagements

"Predictions Is it possible to predict the future Most people would say no. Does human consciousness play a larger role in the events that come to pass Perhaps. Is it possible to predict the price of Bitcoin at any give point in time months or years in advance I think we all know this answer. There is an idea that is discussed among learned professors of human consciousness that the brain is not predicting the future as much as it is creating it. Human consciousness may predict future events through precognition a phenomenon where individuals access non-local information beyond linear time."
X Link @HermesLux 2025-10-07T02:30Z 13.3K followers, 5117 engagements

"Great question"
X Link @HermesLux 2025-10-05T22:10Z 13.3K followers, 9642 engagements

"A work in progress"
X Link @HermesLux 2025-10-15T01:58Z 13.3K followers, 11.4K engagements

"BTCTCs: M&A When companies go through a merge or acquisition the company getting acquired goes up in value and the company doing the acquiring goes down in value in terms of real dollars along with the share price of the stock. The idea behind this is that over time this acquisition will result in additional income to the acquiring company. There are countless examples of this. When a Bitcoin treasury company acquires Bitcoin it works very similar to another business acquisition. The difference is that Bitcoin does not produce income inherently thus shareholders should expect a delay in the"
X Link @HermesLux 2025-10-09T11:22Z 13.3K followers, 5517 engagements

"@dotkrueger A XXXX% drop is a XXXX% reduction in interest rates"
X Link @HermesLux 2025-10-14T22:14Z 13.3K followers, 10.9K engagements

"Now that Metaplanet $MTPLF is trading around 1x mNAV we can reason that further compression is either unlikely or would not be sustained very long. The ticker's primary downward catalyst is now mostly the price of BTC. Once the prefs come out we should expect to see mNAV expansion once again perhaps sooner. My mNAV target for Metaplanet is the same as MSTR currently 1.44x. MSTR is the benchmark for all other BTCTCs to track"
X Link @HermesLux 2025-10-15T14:39Z 13.3K followers, 13.2K engagements

"Saylor has referenced many times the ability to leverage digital capital/digital energy for future income generation with many countless examples. The prefs (phase 2) are just the beginning of this; they are not the end state of @Strategy's business model. Stay tuned--More to follow"
X Link @HermesLux 2025-10-13T20:16Z 13.3K followers, 8287 engagements

"@W2Freedom @grok Bitcoin had a previous high of around $112k before climbing to $126k or about XXXX% after the last cut"
X Link @HermesLux 2025-10-14T23:24Z 13.3K followers, XXX engagements

"Bank with @Strategy"
X Link @HermesLux 2025-10-15T18:07Z 13.3K followers, 12K engagements

"The benefits of Bitcoin-derived implied volatility"
X Link @HermesLux 2025-10-02T23:44Z 13.3K followers, 4959 engagements

"Selling smart covered calls and managing them correctly is like being the unflappable casino house pocketing the profits off degen bets from eager gamblers betting on incredibly low odds of a payout while you pocket the vig XXXX out of a 100"
X Link @HermesLux 2025-10-09T16:40Z 13.3K followers, 3672 engagements

"Bought more $STRC this morning"
X Link @HermesLux 2025-10-14T12:36Z 13.3K followers, 5655 engagements

"We should probably get our powder ready for when Bitcoin falls back under $109k. Could be soon"
X Link @HermesLux 2025-10-11T01:26Z 13.3K followers, 13.6K engagements

"This is what steady and consistent buying looks like"
X Link @HermesLux 2025-10-06T17:58Z 13.3K followers, 3065 engagements

"MTPLF mNAV = XXXX MSTR mNAV = 1.38"
X Link @HermesLux 2025-10-08T15:49Z 13.3K followers, 42.8K engagements

"MSTR buys another XXX BTC; now holds 639835 BTC. $MSTR ATM = $80.6M / XX% $STRK ATM = $0M / XXX% $STRF ATM = $19.4M / XX% $STRD ATM = $0.0M / XXX% $STRC ATM = $0.0M / XXX% Total ATM = $100.0M / 100%"
X Link @HermesLux 2025-09-22T12:06Z 13.3K followers, 8895 engagements

"MSTW announces a weekly dividend of $0.836939/share. This represents a XXXX% return on today's closing price of 30.28"
X Link @HermesLux 2025-10-10T00:48Z 13.3K followers, 5331 engagements

"I didn't realize $ASST would drop XX% when I wrote this X days ago but here we are. $SMLR essentially flat in the same time"
X Link @HermesLux 2025-09-29T16:18Z 13.3K followers, 6090 engagements

"Debt absent of dilution can lead to organic income; organic income will lead to mMAV expansion (phase 3)"
X Link @HermesLux 2025-10-13T19:37Z 13.3K followers, 10K engagements

"Directional probabilities from grok that a company that owns over 30000 Bitcoin and trades less than its market value of those bitcoin: XX% probability the stock will go up: Given the significant discount to Bitcoin holdings and a pristine balance sheet market revaluation or activist intervention is likely to drive appreciation over time supported by analyst price targets substantially above current levels (e.g. average 12-month targets around 1900-2500 JPY from a current XXX JPY). XX% probability the stock will go down: Short-term technical indicators suggest a sell signal and recent 12%"
X Link @HermesLux 2025-10-14T11:19Z 13.3K followers, 7884 engagements

"At what point does a BTC rating no longer matter BTC rating: How many times over a company's Bitcoin treasury covers its debt"
X Link @HermesLux 2025-10-15T01:04Z 13.3K followers, 32.9K engagements

"$IREN chart looks incredible. I would be very cautious here though"
X Link @HermesLux 2025-10-07T18:42Z 13.3K followers, 5783 engagements

"Intellectually deficient people think the issue is the lack of taxes when in reality the issue is how much tax the government inflicts on its citizens thereby suppressing wages and wealth across the board. We know well what socialist and communist countries look like in today's modern economy but we haven't seen what a free market economy looked like since the age of the Renaissance and prior to the first Central Bank. If the majority of politicians were really good people they would be fighting to get rid of central banks and taxes but they aren't; they're just ignorant at best and corrupt"
X Link @HermesLux 2025-10-12T14:21Z 13.3K followers, 8552 engagements

"You can now buy both $NAKA ($337M) and $ASST ($678M) for about $1B. Two PIPEs for $1B"
X Link @HermesLux 2025-10-15T15:16Z 13.3K followers, 4012 engagements

"This is funny Pio. Just had an idea for you. With "Letterkenny" in mind write a skit with recurring characters but focused on Bitcoin and the crypto industry. It could be amazing and there's so much material in the crypto industry you could use. I'll post a couple clips below"
X Link @HermesLux 2025-10-13T23:45Z 13.3K followers, 1071 engagements

"So you own XXX shares or a multiple of XXX shares of MSTR and you sold your first XX deltas last week; what now The stock is running and your XX deltas are now XX deltas-- ➡Roll up and out closely matching the deltas (20 for 20) which will be at a higher strike for a credit. The stock is about flat and your XX deltas are now 9-11 deltas-- ➡Roll out to the same strike or up and out closely matching the deltas (9 for 10) which will be at the same or higher strike for a credit. Don't roll to a strike lower than the XX. The stock is falling and your XX deltas are now X deltas-- ➡If you have more"
X Link @HermesLux 2025-10-08T18:28Z 13.3K followers, 20.2K engagements

"Climbing back up"
X Link @HermesLux 2025-10-12T20:28Z 13.3K followers, 5597 engagements

"@scrowder at a Christian university"
X Link @HermesLux 2025-09-30T19:48Z 13.3K followers, 1256 engagements

"The chart below shows the discount a company receives at different mNAVs when they sell equity for Bitcoin. It should be obvious to anyone that any discount on the Bitcoin spot price should be seen as favorable even if that means a 1.1x mNAV which is a XX% discount on the spot price"
X Link @HermesLux 2025-10-08T01:45Z 13.3K followers, 29.8K engagements

"mNAV The idea that ticker sentiment should push mNAV well over two is an idea that has merit. However for this merit to be realized a proof of concept is required. To date no company not even @Strategy has provided a proof of concept to reassure markets and shareholders that valuing mNAV is a credible metric worth considering in the valuation of companies or the prices of their stocks. I believe this will change. As soon as the first Bitcoin treasury company provides a proof of concept a proof of work if you will that holding Bitcoin as an asset on the balance sheet of the company provides"
X Link @HermesLux 2025-10-08T20:43Z 13.3K followers, 37.9K engagements

"Hmm in debt without dilution a path to organic income you may find. Organic income to the expansion of mMAV in phase three it shall lead. But cautious you must be for this path like the Force balance requires. Stray not into reckless borrowing lest the dark side of ruin you face"
X Link @HermesLux 2025-10-13T20:01Z 13.3K followers, 5428 engagements

"The next @strategy product could be a blended offering: "Strong" (STRX) made up of STRK/F/D/C. If structured properly this could offer a weekly payout. $MSTR"
X Link @HermesLux 2025-10-15T20:46Z 13.3K followers, 2295 engagements

"BTC appreciation Phase X and the credit rating agency rating the prefs; no dates for any of these. $MSTR"
X Link @HermesLux 2025-10-15T16:36Z 13.3K followers, 5793 engagements

"Now that MSTR and MTPLF are both locked in with BTC I estimate an ATH for each no less than once every X years but probably sooner. MSTR ATH: Nov 2024 ➡ NOV 2028 MTPLF ATH: May 2025 ➡ May 2029 I think these are very realistic expectations that will never let you down"
X Link @HermesLux 2025-10-10T01:24Z 13.3K followers, 11.6K engagements

"People who have purchased degen short-term low-delta long calls are the liquidity providers for those of us covered call sellers. We should both thank them for their sacrifice and offer them a moment of silence"
X Link @HermesLux 2025-10-09T17:06Z 13.3K followers, 8520 engagements

"MSTR will recover; short-term degen MSTR option lotto tickets probably won't. This is why we sell the XX DTE XX delta covered calls and roll weekly to match deltas for a credit"
X Link @HermesLux 2025-10-07T19:31Z 13.3K followers, 16K engagements

"I've seen this exact same pattern X days in a row now. Batches of roughly $XXX million in multiple billions in Bitcoin being transferred from unknown wallets to unknown wallets obviously some major institutional transferring happening perhaps the ETFs or some other unknown entity"
X Link @HermesLux 2025-10-09T20:18Z 13.3K followers, 3709 engagements

"I'm initiating an OUTPERFORM rating on the following tickers over the next XX months: $MSTR $MTPLF $MSTW $ASST $NAKA $MARA $IREN $SQNS $STRD $STRF $STRK"
X Link @HermesLux 2025-09-23T18:13Z 13.3K followers, 12.8K engagements

"I'm vexed that the US would so easily buy $20B in Argentinian peso rather than buy BTC. I like Milei and what he stands for but I mean come on"
X Link @HermesLux 2025-10-10T02:36Z 13.3K followers, 8808 engagements

"The premium we get for selling options increases for two reasons: (1) Implied Volatility increases (2) the stock price increases Example: If we leave the delta (10) the same for the calculation: (A) a stock trading at $350/share will have a call option premium of $357/contract at the $XXX strike (10); XX IV. (A.2) if the stock trading at $350/share increases its IV to XXX from XX the new XX is the $XXX strike yielding $470/contract. (B) if the same stock trades at $500/share it will have a call option premium of $530/contract at the $XXX strike; XX IV. (B.2) if the stock trading at $500/share"
X Link @HermesLux 2025-10-01T14:39Z 13.3K followers, 4073 engagements

"The same thing happened last time Trump was president; a lot of Bitcoin and crypto people were just unaware of it. "The Art of the Deal" or "order from chaos""
X Link @HermesLux 2025-10-13T00:20Z 13.3K followers, 6286 engagements

"I don't view S&P inclusion as a major catalyst for $MSTR suddenly soaring to new highs. I realize I differ from others on this issue; hence why I sell covered calls the way I do. History decides who is correct; not analysts"
X Link @HermesLux 2025-10-15T16:54Z 13.3K followers, 7044 engagements

"$192M profit in just a few days. This has to be one of the most profitable short term trades ever"
X Link @HermesLux 2025-10-11T02:38Z 13.3K followers, 16.2K engagements