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@HermesLux Hermes Lux

There are discussions and comparisons between various investment products and companies, including $MSTR, $MSTY, and $STRK, with some users sharing their experiences and strategies for generating income. MicroStrategy ($MSTR) is set to report earnings in XX days, and some users are speculating about the potential impact on the stock price. Hermes Lux, also known as @hermeslux, is mentioned as sharing updates on options trading strategies, specifically focusing on 30-40 DTE (days to expiration) and XX deltas.

Engagements: XXXXXX #

X Week XXXXXXX -XX%
X Month XXXXXXXXX +74%
X Months XXXXXXXXX +308%
X Year XXXXXXXXX +528%

Mentions: XX #

X Week XXX -XX%
X Month XXX +45%
X Months XXX +87%
X Year XXXXX +165%

Followers: XXXXXX #

X Week XXXXXX +6.60%
X Month XXXXXX +15%
X Months XXXXXX +164%
X Year XXXXXX +571%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence cryptocurrencies #1901 finance stocks countries technology brands currencies

Social topic influence mstr #19, bitcoin #1334, $mstr #16, strategy #22, money, $mtplf, hermes #15, $msty #9, $strc, dividend yield

Top accounts mentioned or mentioned by @saylor @microstrategy @zerohedge @sunny051488 @punterjeff @unusualwhales @strategy @leadingreport @joshmandell6 @federalreserve @adrianrmorris @blackrock @nithusezni @cnbc @britishhodl @mstrtruenorth @bennpeifert @jsitesslo @senlummis @w2freedom

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Metaplanet Inc. (MTPLF) Uber Technologies, Inc. (UBER) GameStop, Corp. (GME) Charles Schwab Corporation (SCHW)

Top Social Posts #

Top posts by engagements in the last XX hours

"oops. TSWCF (-13%) and SQNS (-22%) are puking today"
@HermesLux on X 2025-07-16 14:41:36 UTC 11.3K followers, 3673 engagements

"You have to appreciate just how large the global Fixed Income (FI) market is to understand. BTC can swallow Gold and Real Estate but it still won't provide yield. MSTR through it's preferred equities (STRK/F/D/C) uses BTC-backed equity offerings to provide yield on top of BTC's growth. It's a behemoth that the world has never seen"
@HermesLux on X 2025-07-22 14:17:54 UTC 11.3K followers, 4579 engagements

"@EricBitcoinFL I don't think they will grow faster than metaplanet. The UK is also a lot less friendly to bitcoin than either Japan or the US"
@HermesLux on X 2025-07-23 11:25:11 UTC 11.3K followers, XXX engagements

"My thesis is that earnings reports will have a lesser impact on MSTR then they do with other companies. MSTR will move with Bitcoin and earnings announcements will have a lesser impact than companies whose earnings are far less predictable until the actual earnings report"
@HermesLux on X 2025-07-28 01:22:48 UTC 11.3K followers, 18K engagements

"I know a lot of people are having a hard time wrapping their head around how net asset values work. You can think of it in terms of the enterprise value which you can also think of in terms of enterprise value per share including Bitcoin per share. In my formula share count is not required as an independent variable since the mnav already takes into account current and future share dilution. It might be easier to understand if you just make the future mnav=1"
@HermesLux on X 2025-07-21 10:23:40 UTC 11.3K followers, XXX engagements

"$MSTY math. Last month MSTY issued a dividend of $1.24/share representing a XXX% monthly dividend and the lowest of an ever falling decline in monthly yields. To generate this ($1.24) yield selling covered calls today you would have to sell the equivalent of the XX delta at XX DTE but that would be an in-the-money strike so we can conclude that the dividend must continue to fall for this ETF to continue. What is likely to happen is MSTY will continue to push for gradual dividend declines (by design) as a % of MSTY's ticker price. The orange line in the first chart (above) shows the inevitable"
@HermesLux on X 2025-07-24 18:56:39 UTC 11.3K followers, 56.4K engagements

"Translation: The Banks are about to release $13B+ into the economy in the form of loans and cheap credit. This is a very welcomed change an appetizer as we get even closer to the Fed lowering interest rates. We are about to see a flood of money poured back into the US economy. Uber Bullish times ahead very soon. .I knew I smelled money when I woke up today"
@HermesLux on X 2025-06-25 18:07:12 UTC 11.3K followers, 6001 engagements

"Lol. Why not STRC How far are we going @Adrian_R_Morris"
@HermesLux on X 2025-07-21 20:37:32 UTC 11.3K followers, 10.6K engagements

"$STRC is a direct competitor to $MSTY except it will offer close to the same dollar amount every month. Whereas even if MSTY offers XX% per month it will be on an ever declining principle making that XX% smaller and smaller in terms of real dollars over time. @saylor saw the demand the people wanted and constructed a far superior product without the middleman and without the fees. Game over for MSTY. This is the evolution of finance at its best. $MSTR is King"
@HermesLux on X 2025-07-21 21:02:18 UTC 11.3K followers, 216.7K engagements

"IMO @Strategy receiving credit ratings on their preferred stock offerings would do better for $MSTR than either a great earnings report or inclusion into the S&P 500"
@HermesLux on X 2025-07-22 14:09:28 UTC 11.3K followers, 18.5K engagements

"Metaplanet will retire a lot of smart people in the next X and 1/2 years. Recurring income generation via XX deltas is still TBD"
@HermesLux on X 2025-07-18 20:34:34 UTC 11.3K followers, 42.7K engagements

"BTC should be back over $120k within the next day or two. Now's a good time to purchase"
@HermesLux on X 2025-07-28 14:42:32 UTC 11.3K followers, 5183 engagements

"Feeling very good about my $MSTR 10s ($530 calls) going into earnings this week"
@HermesLux on X 2025-07-28 17:20:03 UTC 11.3K followers, 15.2K engagements

"Getting paid $300-$400 per month per contract for something that is very unlikely to occur but pays you a lot more money if it does is the obvious choice. Don't leave money on the table. $MSTR 10s"
@HermesLux on X 2025-07-24 17:05:14 UTC 11.3K followers, 28.4K engagements

"Place smart trades. Don't buy into hype. While I am currently not an owner of $SQNS now might be a good entry point. Not full port (let's not be degens) but maybe a small amount"
@HermesLux on X 2025-07-28 14:24:55 UTC 11.3K followers, 6679 engagements

"Correction to STRC being annual dividend yield of 9-10% paid monthly (typo)"
@HermesLux on X 2025-07-22 10:38:29 UTC 11.3K followers, 1850 engagements

"Monthly $MSTR 10s are your effective Bitcoin yield On average* 1x MSTR XX pays your electric/utility bills 2x 10s pays your car payment 3x 10s pays your car and gas 4x 10s pays two car payments 5x 10s pays two cars+gas 6x 10s pays two cars+gas+auto insurance 7x 10s pays your mortgage/rent payment 10-15x 10s pays all your required living expenses * Estimates are based on $XXX per MSTR 30-40 DTE XX contract sold. This number will increase over time as the price of Bitcoin increases thereby increasing the price of mstr stock"
@HermesLux on X 2025-07-25 11:36:25 UTC 11.3K followers, 13K engagements

"How to roll MSTR 10s. To orient you to the attached image the cells in light green are my current positions; +13 (Long Calls) / -XX (Short Calls). All short calls are in red. The second and third columns are the opening and closing deltas. On 6/23 I opened a new long position (+13 calls) at the XX (don't copy this trade) and I opened a short position (-13 CCs) at the XX. On 7/2 my short calls were the XX and I rolled those up and out as MSTR started to run for a -$3463 loss on the CCs. On 7/14 my short calls were now the XX and I rolled those up and out (again) as MSTR continued to run for"
@HermesLux on X 2025-07-25 16:51:41 UTC 11.3K followers, 23.9K engagements

"Clarifying $MTPLF price predictions Facts: MP owns 16352 BTC Current mNAV = 3.19x BTC $118000 MTPLF $9/share Assumptions: Will own 30000 by end of 2025 (1.834x) Will own 210000 by end of 2027 (12.842x) mNAV won't go less than 1x within next X years mNAV will end 2025 at 3x mNAV will end 2027 at 2x BTC will reach at least $150k by end of 2025 (1.271x) and at least $200k by end of 2027 (1.695x) Using these facts and assumptions* I derive the following formula: MTPLF 2025/2027 year end price = Future mNAV / (current mNAV / BTC growth multiple) * current MTPLF share price * BTC price multiple --"
@HermesLux on X 2025-07-20 22:58:44 UTC 11.3K followers, 57.7K engagements

"At this present moment MP is not undervalued; it has a XXX mNAV. That said the amount of explosive growth it will soon experience is very underappreciated by most. MP expects to increase their BTC holdings by 12.84x by the end of 2027. If BTC were to stay flat and $MTPLF stayed flat that would result in an mNAV of 0.25x (3.24 / 12.84). This won't happen. Expect that the MP mNAV will track 3x by the end of 2027. Thus: 2027 MTPLF price = future mNAV (3) / (current mnav / BTC growth multiple (12.84) * current share price ($9) 2027 MTPLF price = X / XXXX * $X (if BTC flat) = $XXX If BTC 2x then"
@HermesLux on X 2025-07-18 19:48:29 UTC 11.3K followers, 152.5K engagements

"There's still time for GME to correct itself"
@HermesLux on X 2025-07-26 17:00:33 UTC 11.3K followers, 3990 engagements

"So I guess we'll bounce back to where we were post earnings"
@HermesLux on X 2025-07-29 17:22:50 UTC 11.3K followers, 2889 engagements

"@PunterJeff @Strategy @saylor @MSTRTrueNorth One face of the dodecahedron complete"
@HermesLux on X 2025-07-23 10:33:23 UTC 11.3K followers, 1186 engagements

"@AM13978371 @terpsikhoros These are the total authorized but as you can see in that picture the XXX plan involves using far less. If they do use all XXX billion shares then they will be buying a lot more Bitcoin then they are forecasting"
@HermesLux on X 2025-07-21 00:11:29 UTC 11.3K followers, XX engagements

"@DylanLeClair_ I hope you're taking notes Dylan"
@HermesLux on X 2025-07-24 18:58:17 UTC 11.3K followers, 3072 engagements

"@Adrian_R_Morris Yes it is going to siphon money away from any fund or other fixed income product offering monthly returns. It is a direct competitor to any fund offering fixed income monthly payouts to include annuities"
@HermesLux on X 2025-07-21 23:36:39 UTC 11.3K followers, XXX engagements

"@cliffdiver11 Analysts are not currently using FASB in their estimates"
@HermesLux on X 2025-07-28 01:44:31 UTC 11.3K followers, XXX engagements

"If you could buy BTC at XX% or XX% off today would you do it Of course you would so don't whine when $MSTR $MTPLF and so many other BTC treasury companies do that by selling their company's shares. It's only dilutive in your ownership % of the company NOT in your value per share. Welcome to intelligent leverage in modern finance"
@HermesLux on X 2025-07-21 00:08:52 UTC 11.3K followers, 7624 engagements

"@robert_ogden I don't really want to guess too much but I'm mentally prepared for XX to XX% even though I don't think it'll reach that high"
@HermesLux on X 2025-07-28 01:40:27 UTC 11.3K followers, XXX engagements

"The MSTR yield curve-- STRC (Stretch) T-Bills: Offers variable 9-10% monthly dividends prioritizing stability for conservative investors like T-Bills focus on safety and short-term liquidity. ➡Money Market Funds ➡Certificates of Deposit (CDs) ➡High-Yield Savings Accounts ➡Monthly investment income equities STRF (Strife) T-Notes: Provides fixed XX% dividends with price stability suiting income-focused investors with moderate risk similar to T-Notes steady returns. ➡Corporate Bonds ➡Dividend-Paying Stocks ➡Fixed Annuities STRK (Strike) T-Bonds: Combines X% dividends with conversion potential"
@HermesLux on X 2025-07-22 03:27:28 UTC 11.3K followers, 23.8K engagements

"I am a big fan of STRK STRF and STRD but for a different reason. If you are investing in STRK STRF or STRD for growth you will be disappointed. These equities are not going to generate much growth. Don't believe those who say otherwise. Growth is not the primary purpose of these equities. The growth that they have experienced thus far will be muted more so going forward but that is not a problem for the right investors. Their primary purpose is to give @Strategy the ability to stomp on them as much as possible for fiat transmutation into Bitcoin to benefit MSTR. However if you want reliable"
@HermesLux on X 2025-07-25 20:46:56 UTC 11.3K followers, 18.6K engagements

"@MwmSpectrum People keep posting these charts as if they tell the whole picture (they don't). I'll be here if you ever want to learn how to make more money or for when you realize the problems of MSTY on a personal level (not theoretical). Until then enjoy MSTY"
@HermesLux on X 2025-07-25 12:27:32 UTC 11.3K followers, XXX engagements

"It's a freakin flywheel on top of a flywheel. By ATMing the shiznat out of the preferreds @saylor is continuously incentivizing new buyers of STRK/F/D by offering them a chance at a higher dividend (as the price of the preferred shares declines the dividend yield increases). This in turn generates more income for @Strategy to buy more BTC"
@HermesLux on X 2025-07-14 16:15:00 UTC 11.3K followers, 31K engagements

"I am writing an updated overview for my "10 Strategy" and I plan to have it posted later today. If you have any specific questions you think I should address let me know"
@HermesLux on X 2025-07-23 14:52:09 UTC 11.3K followers, 12.5K engagements

"Metaplanet / $MTPLF / 3350 expects to own 30000 BTC by the end of 2025. They have a 3-month (May-July) average of 3072 BTC purchased and July isn't over. To hit their stated goal they will need to purchase 2471 each month for the remainder of the year. At their current 3-month rate MP will own 33318 by the end of the year. I am going to guess they will likely shoot to hit 33333 or 44444 BTC by the end of 2025. To hit 44444 by the end of 2025 MP will need to average 8048 BTC per month for the rest of 2025. There are XXXX months remaining. @DylanLeClair_ @ActuallyClimber @BTCBULLRIDER"
@HermesLux on X 2025-07-16 16:46:38 UTC 11.3K followers, 40.1K engagements

"@14g23h34 @saylor "Msty is sitting nearly exactly where it was issued" Just like the USD"
@HermesLux on X 2025-07-22 10:41:44 UTC 11.3K followers, XX engagements

"Metaplanet price prediction for 2027 Metaplanet $MTPLF has a target of 210000 BTC acquired by the end of 2027. Put another way Metaplanet intends to 13.5x their BTC holdings from today by the end of 2027. If we math this out we can derive an estimated share price by dividing X (assuming a future 2x mNAV) by the quotient of the current mNAV (4.2x) divided by XXXX. We then take that number and multiply it by the current share price ($10.70). = X / (4.2 / 13.5) * XXXXX = $XXXXX per share by 12/31/2027 This is a math-based estimate a base case; not a bull case or bear case. That said I wish all"
@HermesLux on X 2025-07-09 16:25:52 UTC 11.3K followers, 51K engagements

"Not needed for this post. First you need to understand how Net Asset Value per share works as share ownership gets diluted whilst its value per share increases. I try to break this down as simply as possible but if you still have a hard time with the math I encourage you to go research whatever you think is missing and do your own independent calculations. Then check your results with what I have here. It's the best way to learn"
@HermesLux on X 2025-07-21 01:54:36 UTC 11.3K followers, XXX engagements

"TL/DR: 10x - 20x in XXX years. This is just a base case. Time to get your ticket for the M-train"
@HermesLux on X 2025-07-18 20:57:27 UTC 11.3K followers, 15.7K engagements

"To be clear @CharlesSchwab the company does not own 61M Metaplanet shares; the shares are purchased through and custodied by Schwab for the benefit of (FBO) of their customers (e.g. Me)"
@HermesLux on X 2025-07-17 15:26:10 UTC 11.3K followers, 11.4K engagements

"@UpSkillYourLife Only a Hollywood actor would think it requires power to do basic activities by yourself"
@HermesLux on X 2025-07-26 17:16:00 UTC 11.3K followers, 1730 engagements

"The $MSTY killer. Lol. Totally did not see that coming"
@HermesLux on X 2025-07-21 20:52:55 UTC 11.3K followers, 41.7K engagements

"@HairTrigger5 I can't tell you what you should do only how to do it when you are ready and sure of what you want to do"
@HermesLux on X 2025-07-25 17:55:13 UTC 11.3K followers, XXX engagements

"Interesting to watch all the variants. This is $MSTW's first full week trading. Should be a fierce competitor for $MSTY and $IMST; and it pays out weekly"
@HermesLux on X 2025-07-28 14:20:56 UTC 11.3K followers, 2802 engagements

"The 10-Delta (10) Strategy Owning MSTR is the equivalent of having a job and selling covered calls is your paycheck. You don't need to worry about the price of the stock because as long as you own the shares you have your job and as long as you keep selling covered calls you will keep receiving a paycheck. If you ever want a pay raise then just buy another XXX shares or a multiple of XXX shares to sell more covered calls. Sell the 30-40 DTE 10s to keep your job. Background: This options trading strategy was developed by me specifically for $MSTR. I chose MSTR for multiple reasons: ➡I believe"
@HermesLux on X 2025-07-23 18:03:34 UTC 11.3K followers, 90.7K engagements

"Because it is built into the net asset value. You can also look at the price to book ratio. The net asset value or the book value of each share increases despite share dilution as evermore Bitcoin is purchased thereby increasing the amount of Bitcoin per share over time. This is why the mnav will decrease over time. You don't need to think about dilution of shares because it is built into the NAV calculation"
@HermesLux on X 2025-07-19 16:04:38 UTC 11.3K followers, XXX engagements

"@WorkforLife3 @benogl @saylor It's not following MSTR at all. MSTY is down XX% yoy while MSTR is up 140%"
@HermesLux on X 2025-07-22 12:18:39 UTC 11.3K followers, XX engagements

"@comic I do own shares but in a separate account I don't publish online"
@HermesLux on X 2025-07-28 17:25:52 UTC 11.3K followers, XXX engagements

"@ambofqwan @RetireonDividen I wonder which way the dividend yield will go"
@HermesLux on X 2025-07-26 18:06:08 UTC 11.3K followers, XXX engagements

"The North Star: 30-40DTE 10s .8 months still undefeated"
@HermesLux on X 2025-07-23 14:28:43 UTC 11.3K followers, 7688 engagements

"This is probably the most valuable X minute video on how money works that you'll ever watch"
@HermesLux on X 2025-07-15 01:08:44 UTC 11.3K followers, 80.5K engagements

"@BuilderMan365 The number is probably off but we don't know how much because they haven't published exactly what they bought. The amount in the image put out on that website was input by a user and is estimated based on the amount of money used to purchase Bitcoin and Bitcoin derivatives"
@HermesLux on X 2025-07-21 19:46:19 UTC 11.3K followers, XX engagements