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@OccamiCrypto Avatar @OccamiCrypto Novacula Occami

Novacula Occami posts on X about $mstr, market cap, crypto, usdt the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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Social Influence

Social category influence cryptocurrencies #876 finance XXXXX% stocks #6118 automotive brands XXXX% countries XXXX% travel destinations XXXX% social networks XXXX% technology brands XXXX%

Social topic influence $mstr #16, market cap #16, crypto 11.11%, usdt #727, $1b #137, usdc #27, finance #2930, saylor #85, silvergate #18, lack of #409

Top accounts mentioned or mentioned by @saylor @fearzero4 @tonymoney874649 @richard_isc @cryptohayes @paoloardoino @richardisc @saylors @124mus @scraymondjr @jimcraddock @jerguismi @matt51459838 @getwhatugive @tonitrades_ @1springthunder @jason @tether @bknight221 @subtleinduction

Top assets mentioned Strategy (MSTR) USDC (USDC) Silvergate Capital Corporation (SI) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last XX hours

"Tethers biggest risk that doesnt get enough attention is their lack of redemption capacity. Thats the Achilles Heel of any stablecoin issuer. Tether once held XX% plus of USDT reserves in cash but after the collapse of Signature and Silvergate in Mar XX they lost banking access and their cash positions collapsed. Last quarter they had just $30M of cash/bank deposits. Just XXXX% of their reserves. By comparison Circle holds XXXX% of its USDC reserves as cash in banks. You see than in the redemption stats of Circle (who is fully banked) and Tether. In the last XX months Circle has redeemed 34x"
X Link 2025-11-30T17:51Z 3550 followers, 63.3K engagements

"The Strategy faithful focus on its BTC mNAV but thats misleading. @saylor is issuing $MSTR not at enterprise value but at market cap. As long as his stock value (market cap) is trading at a discount to his BTC issuing more stock via his ATM is uneconomic (which is why the QTD BTC Yield is -1%) But $MSTRs ability to issue more pref is limited. We saw last week how little pref they sold ($34m) as the market appetite isnt there and its costly for a company with negative cash flow. @saylor has plenty of BTC to sell if he needs to to cover his debt obligations. But his ability to keep buying tens"
X Link 2025-12-11T15:28Z 3550 followers, 47.5K engagements

"You knew @saylor would want to feed the faithful with nice round BTC buy announcement this morning- $1B in the last week More interesting is the clear sign his leverage choo choo train has hit a wall. $MSTR only sold $44M of pref last week. So back to diluting the faithful selling 5.1M shares of $MSTR at $XXX. Given his market cap is worth less than his BTC this isnt an option thats going to work for very long"
X Link 2025-12-08T13:33Z 3550 followers, 59K engagements

"The most important insight from our data is simple: USDT isnt frozen XX times more often than USDC because Tether is stricter. Its because USDT is the asset that criminals choose the most. nuff said. #USDT #TETHER"
X Link 2025-12-11T03:46Z 3550 followers, XXX engagements

"Thats the problem. MSTR does not generate positive operating cash flow. They can only finance the dividends by selling more stock pref or ultimately BTC. Thats where Saylors over-confidence got the better of him.the minute he started issuing pref he starting creating cash flow needs that he cant fund"
X Link 2025-12-11T17:45Z 3550 followers, 1081 engagements

"The paradox of crypto is the reflexive defense of Tether against any criticism. But theres a lot to criticize and crypto maxis should consider that Tether is the bedrock of the crypto trading ecosystem. Tether weakness is the crypto ecosystems weakness and it remains - unaudited - de-banked with limited fiat off ramps - insufficiently transparent with weak attestations that do not comply with accounting principles - backed with risk assets - not prudentially regulated (El Salvador is a joke regulator) - operating with insufficient infrastructure (99% profit margins that @paoloardoino"
X Link 2025-12-01T03:49Z 3538 followers, 3315 engagements

"Assuming @tether is holding the same BTC disclosed in their Sept end attestation theyve lost just under half a billion dollars in the last X hours. This shows the risks of holding large directional positions and why every jurisdiction with stablecoin regulations - other than El Salvador - bars any risk assets from backing a stablecoin"
X Link 2025-12-01T04:35Z 3530 followers, 8026 engagements

"It does nothing to the credit quality of the prefs as those rely on cash flow (which MSTR doesnt generate). Thats why MSTR has a B- credit rating six notches below investment grade. MSTR has enough BTC to sell to finance its prefs if it cant generate cash but then the whole buy BTC with leverage model doesnt work. But MSTR couldnt issue much pref this past weekthats the real warning sign that the Saylor model is running into the harsh reality of financial math"
X Link 2025-12-08T22:15Z 3543 followers, XX engagements

"@LizzieLizbc @saylor A pix is worth a thousand words or at least it shows my thesis hasnt collapsed. If you love BTC then own it directly. $MSTR rests of hype that stopped working"
X Link 2025-12-09T11:42Z 3530 followers, XXX engagements

"Here is MSCIs list of DATs that they are considering excluding from the various MSCI indexes. MSCI doesnt include investment vehicles in their indexes and are considering those firms who business activity is the holding of digital assets as de facto investment vehicles"
X Link 2025-11-24T15:40Z 3548 followers, 69.6K engagements

"@Richard_ISC They collapsed because they massively mismanaged their interest rate risk and were overly reliance of crypto deposits that drained away rapidly. Basically they failed job one of bank management and were closed down as any bank would have been in the same circumstances"
X Link 2025-11-30T19:30Z 3548 followers, 1656 engagements

"Saylor just showed the limits of his BTC maximalism. Days after posting his XX Rules of Bitcoin (#20 was You Do Not Sell Your Bitcoin.) He now needs to add a Rule XX - Except you do sell your BTC to fund your pref dividends Saylors scorecard: TradFi X : BTC X #MSTR"
X Link 2025-12-01T13:22Z 3548 followers, 8537 engagements

"Well duh Silvergate was suffering a classic bank run because their crypto deposits were draining away. Their securities portfolio was under water and that created the paradox that liquidating that portfolio to meet the liquidity demands would trigger unrealized losses to bankrupt the bank. Thats why the Feds and CA stepped in. If they didnt none of the statements your underlined above would be true. The bank would have totally collapsed with no ability to avoid FDIC losses. Its bank failure 101"
X Link 2025-12-02T03:55Z 3548 followers, XX engagements

"@CorySwan Dont forget the bulk of Tethers profit in the last year and a half was gains on BTC and gold. Thats not a recurring bizjust a directional bet"
X Link 2025-12-11T16:41Z 3548 followers, XXX engagements

"Saylor issuing prefs changed everything for MSTR. Just look at todays 8K Strategy sold 8.2M shares of MSTR for $XXX billion (diluting existing holders) but are using the proceeds to fund the pref dividends At the same time Strategy only bought $XXXX million of BTC. MSTRs leverage is coming home to roost"
X Link 2025-12-01T13:57Z 3550 followers, 204.2K engagements

"This is a big deal. The CFTC announced updated guidance for digital assets to be used as collateral in derivative markets along with a pilot program with BTC ETH and USDC This is a huge market and underscores the continued potential for digital assets in TradFi. The inclusion of USDC and exclusion of USDT also shows the importance of being compliant and onshore"
X Link 2025-12-08T21:50Z 3551 followers, 2805 engagements

"Yes he issued common stock to create a cash reserve to cover X years of pref dividends. But he cant buy BTC going forward. That pump is gone. If he issues MSTR while his market cap is below the value of the BTC hes destroying value (even by his own BTC yield metric). He cant issue pref as bycreating the pool to pay off interest he made it very clear to everyone that he cant fund the pref interest other than by issuing more stock. Saylor perpetual motion machine of buying BTC is over"
X Link 2025-12-11T17:48Z 3551 followers, XXX engagements

"@Entouarnt4 @jerguismi @saylor Draining value from the common stock is exactly what he did last week to buy $1B of BTC but thats not a sustainable corporate finance strategy.especially for a stock that was built up on so much hype"
X Link 2025-12-11T17:56Z 3551 followers, XXX engagements

"@Matt51459838 @FearZero4 @saylor Anyone who thinks Strategy is a threat to anything is funny. The irony that is lost here is @saylors strategic undoing was his decision to tap the dreaded mainstream capital markets who dont care about AI generated tweets.they demand their dividends get paid"
X Link 2025-12-11T18:49Z 3551 followers, XX engagements

"Tether The Stable Company just saw S&P cut its assessment rating from X to X - the lowest rating possible - citing persistent gaps in disclosure and high risk assets being held in its reserves. Only in crypto would the bedrock stablecoin of crypto trading be viewed as so fundamentally risky. S&P notes - high risk reserve assets - persistent gaps in disclosure - lack of robust regulatory framework - no asset segregation - limitations on primary redeemability"
X Link 2025-11-26T15:06Z 3551 followers, 241.4K engagements

"Despite $MSTR being down XX% in the last year @saylor needs a new jet. The 10Q notes two major cash uses of cash in their investing activities - $15.4B used to purchase BTC - $27M deposit on a new corporate jet I bet its gonna be a nice jet and painted orange. #MSTR"
X Link 2025-12-02T14:14Z 3550 followers, 195.2K engagements

"I have never seen a company so publicly fight over an index inclusion decision. If @saylor was as confident as he proclaims about BTC and $MSTR the MSCI decision should be a nothing burger. But if your model relies on hyping the value of your stock well then"
X Link 2025-12-10T15:50Z 3550 followers, 14.8K engagements

"Nope. He issued new pref for most of the dividend cash reserve. That doesnt figure into his BTC Yield (which looks at MSTR common). He issued nearly a billion of MSTR common stock last week to buy $1B of BTC (so @saylor could arrive in Abu Dhabi with a splash). But that was issued at a market cap discount to the BTC and hence pushing yield negative"
X Link 2025-12-11T17:53Z 3550 followers, XXX engagements

"Tether is apparently still trying to flog $20B shares at a $500B valuation (three months since this was first disclosed) But Tether has a public comparable in $21B market cap Circle. USDTs circulation is 2.4x larger than USDC but even with Tethers other businesses and BTC/Au holdings no investor will value Tether as a 24x premium to CRCL. Ever. Valuation by @paoloardoino tweet wont cut it with real investors. What will be interesting is whether Tether actually does this sale and at what valuation (which they no doubt will not disclose as it will be well below $500B)"
X Link 2025-12-12T14:15Z 3550 followers, 14.2K engagements