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@ZynxBTC Avatar @ZynxBTC Zynx

Metaplanet, a Japanese company, has made significant progress, including being added to the global FTSE indexes and announcing a large bitcoin purchase. The company's leadership has also made efforts to address shareholder concerns and provide transparency, including proof of reserves. Additionally, Metaplanet's stock is expected to have a strong Q4 with potential catalysts including adding over $X billion worth of bitcoin to its balance sheet and inclusion in major indexes.

Engagements: XXXXXXX #

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Followers: XXXXX #

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Social category influence cryptocurrencies #379 finance #3036 stocks #2239 technology brands XXX% social networks XXX% currencies XXX% travel destinations XXX% countries XXX% exchanges XXX%

Social topic influence bitcoin #155, balance sheet #152, money #2621, alltime #97, bearish #11, over the #1509, fixed income #20, sentiment #179, $1mil #1, twitter XXX%

Top accounts mentioned or mentioned by @fiatisevil @asjwebley @roaringragnar @drbitcoinm50862 @ourgoodlifeuk @croesusbtc @davidfbailey @btcjvs @bitcoinwhitcomb @tylev @smarterwebuk @bigpicture123 @shoneanstey @bitcoinpowerlaw @bitcoinbee21 @rorycooney @btcoverflow @adambliv @mikefor44857211 @sanderandersenn

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Argo Blockchain plc (ARBK) The Smarter Web Co. (SWC.AQ) DoorDash, Inc. (DASH) iShares BTC Trust (IBIT) BlackRock Inc (BLK) Vinanz Limited (VINZF) Alphabet Inc Class A (GOOGL) Hut X Mining Corp. (HUT) CLEANSPARK INC (CLSK) MARA Holdings, Inc. (MARA) IREN Limited (IREN) Bitfarms Ltd. (BITF) Cipher Mining Inc. Common Stock (CIFR) TeraWulf Inc. (WULF) Riot Platforms, Inc. (RIOT) Bitdeer Technologies Group (BTDR) Core Scientific, Inc. Common Stock (CORZ)

Top Social Posts #

Top posts by engagements in the last XX hours

"In case you have forgotten why we are irresponsibly long Metaplanet :)"
X Link @ZynxBTC 2025-10-15T06:07Z 6890 followers, 4325 engagements

"Bitcoin is only a $2.4tn asset class. In the grand scheme of things that is still very small for where it could go. More than a 10x away from Gold. Strategy (MSTR) has a market cap lower than DoorDash which has a market cap 23x the size of Metaplanet's. We're still early"
X Link @ZynxBTC 2025-10-06T06:15Z 6887 followers, 3600 engagements

"Bitcoiners are not the target audience for Bitcoin-backed fixed income products. It only makes sense if you cannot buy IBIT in a tax advantaged account. Think about it why wouldn't you just keep the XX% CAGR of Bitcoin and sell a little bit of it when you need the income instead of trading it for Prefs that give you XX% a year In a X% CGT environment only the financially illiterate would buy a Preferred tbh. Obviously the Institutions and fund managers will have a mandate for fixed income portfolios but realistically if you are a Bitcoiner you don't need them"
X Link @ZynxBTC 2025-10-04T21:33Z 6859 followers, 3846 engagements

"Going into next week feeling optimistic about Bitcoin and the top Bitcoin Treasuries. If you have a low time preference buying Metaplanet at XXX mNAV is going to be an amazing decision with hindsight. Unless of course you're one of those people who think we won't see mNAV expansion once again. It's crazy how just X months ago we were talking about 3-7x mNAVs and now people can't picture anything above XXX 😅 I remain bullish even if most have lost their faith in the model"
X Link @ZynxBTC 2025-10-12T20:48Z 6890 followers, 7348 engagements

"@Ramses21Bit If mNAV goes to XXX then we can start these discussions"
X Link @ZynxBTC 2025-10-15T07:15Z 6890 followers, XXX engagements

"A few weeks ago Capital B raised XX million euros at a 2.3x mNAV. It is currently trading at a 1.34x mNAV. Now that is deep value. If it's good enough for Institutional capital at that price point it's probably good enough for you too. Certainly is for me"
X Link @ZynxBTC 2025-10-09T07:08Z 6888 followers, 8029 engagements

"Aaaaaand we open down with 3350.T 😂 Guess the market doesn't appreciate the NAV on the Metaplanet balance sheet has only increased after new all-time highs for Bitcoin. It's probably better to not check price action everyday but let's be honest none of us can help it :)"
X Link @ZynxBTC 2025-10-06T04:21Z 6888 followers, 17.2K engagements

"Smarter Web could trade at a 1x mNAV and not accumulate another Bitcoin and still eventually enter the FTSE XXX. Sometimes we forget that. That is the power of having an asset that will compound at XX% every year for the next XX years on the balance sheet. I'm bullish"
X Link @ZynxBTC 2025-10-09T06:35Z 6846 followers, 5507 engagements

"I still haven't found an equity play with as much asymmetrical upside as the Bitcoin Treasuries. Market cap: Metaplanet = $4.4bn Capital B = $508mil Smarter Web = $360mil H100 = $160mil Now tell me what's the total upside for a company that is the main issuer of Bitcoin credit in a rich capital market Saylor thinks up to $X trillion. I will continue to ride the volatility because I know where this is going"
X Link @ZynxBTC 2025-10-08T05:43Z 6889 followers, 11.7K engagements

"The trolling and negative comments about Bitcoin Treasuries under my comments are at an all-time high. According to them we've all been scammed and that these companies are never coming back. This includes Strategy and Metaplanet. It's okay I have all the receipts"
X Link @ZynxBTC 2025-10-08T16:08Z 6884 followers, 10K engagements

"I've got an idea for Sequans to get out of the below X mNAV purgatory. Please consider @coryklippsten @BenWerkman. Would love to hear your thoughts"
X Link @ZynxBTC 2025-09-06T00:25Z 6890 followers, 2525 engagements

"Metaplanet does keep surprising us but I'm putting it out there and saying that the bottom is in. $1.2bn Bitcoin buy to be announced within the next few days. You guys still holding I am"
X Link @ZynxBTC 2025-09-16T06:20Z 6852 followers, 15.3K engagements

"The ATM on its own is not enough for a Bitcoin Treasury Company to have a mNAV premium. We need to see the amount of leverage in the space SIGNIFICANTLY increase. The problem for the smaller companies is that they do not have sufficient scale to offer Pref's which are currently the best form of intelligent leverage to eat the local fixed income market. So what else I vote for Bitcoin-denominated convertible bonds which were pioneered by Capital B. It's genuinely a win-win scenario for both investor and the company. I am shocked that no one in the US has done this yet. The point is there is no"
X Link @ZynxBTC 2025-09-26T12:00Z 6887 followers, 10.1K engagements

"@MaxiByNature That's true but don't underestimate just how much capital is out there in the fixed income markets. If it still does't move the needle then Bitcoin is at millions of dollars per coin"
X Link @ZynxBTC 2025-10-13T22:42Z 6847 followers, XXX engagements

"@pauljonesAIR Bitcoin in cold storage should be the base of any portfolio. I've always argued for that"
X Link @ZynxBTC 2025-10-15T14:46Z 6890 followers, XX engagements

"I genuinely can't believe how many people were using so much leverage on random crypto tokens. I'm seeing tens of millions of dollars worth of positions. To top it all off it was their entire wealth all in this one gambit. This is beyond degen levels. Actual insanity"
X Link @ZynxBTC 2025-10-11T13:31Z 6846 followers, 7566 engagements

"If you think Bitcoin is going to $1mil and then $10mil a coin it is cognitive dissonance to be bearish on the companies stacking the most Bitcoin. What does the balance sheet of Strategy Metaplanet Smarter Web and Capital B etc look like at these prices Yeah exactly"
X Link @ZynxBTC 2025-10-15T07:23Z 6890 followers, 25.4K engagements

"@MikeFor44857211 No you've got it completely wrong. The fundamentals changed massively and they turned out to be frauds. Metaplanet nothing has really changed"
X Link @ZynxBTC 2025-10-14T18:26Z 6890 followers, XXX engagements

"Seeing an insane amount of loss porn on my Twitter feed. People are using crazy amounts of leverage on random shitcoins you're all gambling addicts. XX% of you are not equipped to be using leverage or Options trading. Zero strategy or sophistication just straight up exit liquidity"
X Link @ZynxBTC 2025-10-11T01:12Z 6770 followers, 4739 engagements

"Be careful of the users and leeches in the Bitcoin space. Rats with no decorum. There's a relatively well known analyst in the space who joined one of the Bitcoin Treasury Companies that would interact with me quite often privately. I would do favours like running the numbers and double checking stuff or producing some analysis. all for free of course. As soon as I started asking the difficult questions they stopped replying. Pretending that they couldn't see my messages anymore lol. The difficult questions came because this particular Bitcoin Treasury were doing things that I felt were not"
X Link @ZynxBTC 2025-10-14T12:29Z 6890 followers, 9449 engagements

"@MikeFor44857211 We've figured it out in regards to the 93mil shares. Also I agree. We need far more leverage"
X Link @ZynxBTC 2025-10-14T18:41Z 6889 followers, XXX engagements

"If you had told me back in 2020 that BlackRock's Bitcoin ETF $IBIT would be at almost $100bn AUM in 2025 I would have said Bitcoin's price would be a lot higher than it is today. Couple this with Strategy's relentless buying. Someone's been selling"
X Link @ZynxBTC 2025-10-06T21:11Z 6854 followers, 4719 engagements

"Well well well looks like we've got our first real life example of mNAV defence by a Bitcoin Treasury. Sequans has announced a share buyback of up to XX% of ADS. Of course this is accretive to shareholders as mNAV is below X so NAV/share increases. Time to test the thesis"
X Link @ZynxBTC 2025-09-30T12:54Z 6888 followers, 18.9K engagements

"Metaplanet's cash income generation for Q3 of $16.5mil is absolutely insane. Smashed it. They will never sell the common stock to pay off the Prefs. Do you know how bullish this is Higher torque Less drag 🔽 Project NOVA. Bitcoin exchange maybe Not selling this stock"
X Link @ZynxBTC 2025-10-01T15:21Z 6780 followers, 37.6K engagements

"As I said last week the Bitcoin bull market has barely started. Bitcoin now needs to cross $157k just to equal it's all time high in Gold. The USD price keeps increasing as Gold keeps going up. I am using a 1.25x multiplier on the all time high Gold price as my baseline for where I predict Bitcoin to reach "this cycle". if there even is such a cycle this time around. This gives us a figure of at least $196k. Why Because every cycle since inception Bitcoin has at least doubled (usually much more) it's all time high in Gold. The higher Gold goes = the higher floor for Bitcoin"
X Link @ZynxBTC 2025-10-05T11:42Z 6890 followers, 8522 engagements

"Protecting your retired status and financial independence is more important than anything else. I would not be riding Bitcoin Treasuries with that capital so I do not blame @ActuallyClimber at all. I thought it was house money so it all makes sense now. Leave the man alone"
X Link @ZynxBTC 2025-10-14T16:33Z 6890 followers, 6589 engagements

"Imagine seeing this and thinking the Bitcoin bull market is over. The US M2 Money supply is continuing to expand. This is just one of the reasons why Gold and Equities are going up every week. Eventually this liquidity is going to find Bitcoin"
X Link @ZynxBTC 2025-10-11T16:20Z 6888 followers, 4227 engagements

"I have a feeling next week is going to be fun for Bitcoin and Bitcoin Treasuries. It all starts in a few hours when Metaplanet opens up in Tokyo for trading. Perhaps a limit-up Looking forward to it"
X Link @ZynxBTC 2025-10-05T21:18Z 6888 followers, 9396 engagements

"It makes me sick how many shitty CEOs and Companies are coming out of the UK to jump on this BTC Treasury bandwagon. Just listened to the Vaults "V3TC" Q&A with the CEO Alex Appleton. Former CFO of Argo Blockchain and we all know how that went. Both Vinanz aka "London BTC company" and Vaultz are running the same playbook of having "cloud mining" Bitcoin businesses 😂. OG Bitcoiners will know why this is a joke. Both companies are connected to David Lenigas of course. Absolutely embarrassing. Neither of these companies will ever reach 10000+ Bitcoin and you'd have to be retarded to give these"
X Link @ZynxBTC 2025-07-27T08:06Z 6842 followers, 7412 engagements

"Not financial advice. but it's hard to ignore Europe's first Bitcoin Treasury here. The pioneers of the Bitcoin-denominated convertible bonds"
X Link @ZynxBTC 2025-10-09T07:10Z 6852 followers, XXX engagements

"🚨Important Question with Regards to the New Metaplanet Share Count. I hope @DylanLeClair_ or @gerovich can help us out. Share count (before international offering): - Basic: 755974340 - Diluted: 953142925 - Difference: 197168585 Share count (after international offering): -Basic: 1140974340 -Diluted: 1434392925 - Difference: 293418585 Additional fully diluted shares after international offering: 96250000 Where do those additional shares come from Any new warrants or options If I've missed anything please do point it out. Just struggling here. I know @RoaringRagnar has asked this too"
X Link @ZynxBTC 2025-10-13T18:04Z 6890 followers, 49.7K engagements

"I choose to be an optimist. A realist but optimistic. We spend all day catastrophising about what if Bitcoin fails or if the Bitcoin Treasuries don't succeed. but what if they do What does the future look like if we win Strategy becomes the biggest company in the world. Metaplanet and the other local champions become the biggest companies in their country. We become the innovators and early adopters that witnessed the birth of a new financial system built on Bitcoin. The upside is still another 100x within the next XX years. All of you reading this become ridiculously wealthy. Sometimes we"
X Link @ZynxBTC 2025-10-15T12:56Z 6890 followers, 3560 engagements

"I remain deeply bullish on Metaplanet even if expectations have cooled. Will we see 5-7x mNAV again Maybe maybe not. But at just 1.2x mNAV today the risk/reward looks very attractive. Even at 2-3x mNAV the Saylor playbook delivers powerful compounding. I still believe Strategy Metaplanet and a select few Bitcoin Treasuries will outperform Bitcoin itself over the next 5-10 years. By how much Time will tell. For me Bitcoin in cold-storage and a Tesla position provides balance so I don't lose sleep over short-term price action. If you're XXX% in Treasuries without Spot of course it feels tougher"
X Link @ZynxBTC 2025-10-07T02:45Z 6888 followers, 31.9K engagements

"@Luke_T__ And the public sector pensions are linked to SPA"
X Link @ZynxBTC 2025-10-13T07:41Z 6888 followers, XX engagements

"1) No you would not have held Bitcoin until now if you could have bought in at $XX. You would have sold. 2) Structure your portfolio so that if your Bitcoin Treasury goes to XXX mNAV you will be fine. MSTR didn't make an ATH for X years. You're probably not built like that"
X Link @ZynxBTC 2025-10-14T17:04Z 6890 followers, 5843 engagements

"Now is a good time to renew your thesis in Metaplanet. Your conviction is being tested but remember why we are doing this. I'm still bullish and expect Metaplanet to deliver excellent returns over the next 5-10 years. Not folding"
X Link @ZynxBTC 2025-10-07T02:47Z 6887 followers, 8872 engagements

"We shouldn't be quick to let short-term price action invalidate our original thesis. It's important to remember that the market can stay irrational longer than you can stay solvent. You could have done the perfect due diligence and have all the fundamentals make sense and still lose within a short enough time frame. Bitcoin should already be at $1mil a coin but it's not. Is my thesis wrong or is the market irrational It's the same with the Bitcoin Treasuries. Everyone is writing them off but I still have faith that Strategy and Metaplanet etc will be completely fine. If Bitcoin outperforms"
X Link @ZynxBTC 2025-10-12T09:38Z 6846 followers, 4266 engagements

"Just as I think sentiment couldn't go any lower it does. Everyone is fleeing the Bitcoin Treasuries who only just X months ago were the darlings of the space. Time will tell where we end up but I still favour these equities over XX% of the rest. They have the most Bitcoin"
X Link @ZynxBTC 2025-10-14T07:48Z 6890 followers, 9869 engagements

"@J_Ries2 @ActuallyClimber It's not a bad take. I just described the situation and how it played out. He has said himself he's not as confident on the stock or Bitcoin. I didn't just make that up"
X Link @ZynxBTC 2025-10-14T16:20Z 6889 followers, XXX engagements

"@Pledditor Damn I thought Hal's words would have been something you respected. Well all I can say is that it's playing out exactly how he envisioned lol"
X Link @ZynxBTC 2025-10-15T07:29Z 6889 followers, XXX engagements

"@ActuallyClimber To be honest most of it is in that post and not really Q's. I'm more surprised about the Bitcoin pivot than the Metaplanet one. I thought you were a Bitcoin maxi My only Q is are you more focused on capital preservation now"
X Link @ZynxBTC 2025-10-14T16:08Z 6890 followers, 1675 engagements

"The finite nature of Bitcoin makes the Bitcoin Treasury game more brutal than any other. Most are not going to fulfil their potential or achieve their desired goals. If you want significant outperformance you need to choose the companies who will win their local arena and eventually issue Bitcoin credit in a major capital market. The US and Global winner is Strategy. Perhaps there will be one or two more American ones to join the Bitcoin equivalent of the Mag7 but Saylor's already won. Metaplanet seem to have won in Japan. I don't think there's any catching them anymore. Outside of these two"
X Link @ZynxBTC 2025-10-04T12:52Z 6854 followers, 3676 engagements

"Bitcoin is at new all-time highs in USD but retail interest is lower than in the previous X cycles. The graph below shows the Global Google search trends. we're no where near what it was in 2017 and 2021. Either Retail are never coming back or the bull run has barely started. What do you think"
X Link @ZynxBTC 2025-10-07T10:14Z 6845 followers, 4876 engagements

"I am still bullish on Metaplanet despite sentiment being at rock-bottom. I did my own DD and confident that the model works. At 1.1x mNAV I think this is an incredible opportunity and will continue riding with the stock"
X Link @ZynxBTC 2025-10-09T03:53Z 6889 followers, 13.1K engagements

"I will repeat this over and over. Selling Metaplanet to buy IREN right now is not a good idea in my opinion. Constantly rotating your portfolio to chase the next hot thing is foolish. You will be buying high and selling low. The Bitcoin miners were stagnant for 12+ months and now they are having their time in the sun. The people who have made the most gains bought when confidence was low and when the stock hadn't 10x'd in X months. That's not to say IREN won't run up some more it easily could. but most of the real money is made when everyone is fading the stock. This applies to any investment"
X Link @ZynxBTC 2025-10-10T11:47Z 6876 followers, 9927 engagements

"I believe in Bitcoin. I believe in Bitcoin credit and fixed income products. I believe Strategy will be the largest Bitcoin credit issuer in the world. I also believe there will be some local champions in major capital markets if they can scale. UK --- Smarter Web Japan --- Metaplanet France/Europe --- Capital B Nordics --- H100 I expect to see multiple 80-90% drawdowns multiple times on the way to $100bn+ market caps. Yes I believe Bitcoin in cold-storage should be the base of any portfolio. It's not rocket science"
X Link @ZynxBTC 2025-10-14T13:28Z 6890 followers, 8482 engagements

"Vaultz Capital "V3TC" formerly "Helium Ventures" is another company to avoid to be honest. Go listen to the live space they just did lol. The CEO "Alex Appleton" was the CFO of Argo Blockchain. Have a look at what happened to them. David Lenigas has helped to seed the company at the beginning. Look at who Alex follows on Twitter these guys are not Bitcoiners. Corporate faces that are jumping on the bandwagon. The Chairman "Charlie Wood" is another Australian man with links to David Lenigas. Same operating business as Vinanz/London Bitcoin Company in regards to doing Bitcoin mining lol. NO"
X Link @ZynxBTC 2025-07-10T17:57Z 6865 followers, 5937 engagements

"@awbitcoin @Croesus_BTC That should be the base for sure. I wouldn't call building conviction and an investment thesis in eventual Bitcoin credit issuers as gambling though"
X Link @ZynxBTC 2025-10-14T13:23Z 6889 followers, XXX engagements

""I believe this will be the ultimate fate of Bitcoin to be the "high-powered money" that serves as a reserve currency for banks that issue their own digital cash. Most Bitcoin transactions will occur between banks to settle net transfers. Bitcoin transactions by private individuals will be as rare as. well as Bitcoin based purchases are today". Hal Finney"
X Link @ZynxBTC 2025-10-15T07:14Z 6890 followers, XXX engagements

"People will learn eventually. They'll start understanding the Prefs in 2030 when they have X years of payout history and Bitcoin is at $500k"
X Link @ZynxBTC 2025-10-15T07:27Z 6890 followers, 2019 engagements

"Well it's finally here. I want to introduce to you all a project that I have been working on. Introducing Sovereign XX. The world's first exclusive investor network for Bitcoiners who will collective form a decentralised VC and Philanthropic network. It is for those interested in Bitcoin Treasury Companies Bitcoin-native Businesses or simply businesses that put Bitcoin on the balance sheet. Welcome to the age of the Sovereign Individual. Where do I begin Sovereign XX currently has XX members and a collective net worth/AUM of $250mil ⚡ It is a global network of motivated Bitcoiners from hedge"
X Link @ZynxBTC 2025-10-01T13:15Z 6889 followers, 26.7K engagements

"The difference between how thriving this place was in June vs now is crazy. Every other day there was an announcement of a new Bitcoin Treasury. now Hardly a peep. Bitcoin is at $111k the degens got liquidated and Bitcoin Treasuries have compressed to XXX mNAV. Historically times like this are usually when the best buying opportunities present themselves. I will be buying more Bitcoin shortly"
X Link @ZynxBTC 2025-10-12T13:52Z 6888 followers, 4251 engagements

"The power of putting Bitcoin on the balance sheet. Best performing stock in 2024 Metaplanet Best performing stock in 2025 Smarter Web Best performing stock in France Capital B Top performing stock over the last X years Strategy Smarter Web has raised more than 200mil more than the entire London Stock Exchange this year. To be honest I can list XXX other stats and figures to show you why putting Bitcoin on the balance sheet makes sense. The next decade belongs to Bitcoin and Bitcoin Treasury Companies"
X Link @ZynxBTC 2025-10-03T13:11Z 6770 followers, 13.1K engagements

"@cobain_eduardo Bitcoin fixes this"
X Link @ZynxBTC 2025-10-14T16:44Z 6889 followers, XXX engagements

"I'm still bullish on the Bitcoin Treasury thesis. I have seen some prominent names in the space turn relative bearish or outright disappear and whilst it might not be nice to see for investors I did my own due diligence and remain confident in my positions. Truth be told many of us did not see this period of deep and sustained mNAV compression across the board. Sentiment is at rock bottom and people are hurting. The pain is made worse by witnessing everything else be in the green. I get it. This is nothing new. It took MSTR X years to make new ATHs after its high in 2021. We can spend hours"
X Link @ZynxBTC 2025-10-09T03:49Z 6889 followers, 48K engagements

"I need to provide the counter arguments to the Smarter Web capital raise announced today. Nothing stops the investors from selling the shares straight away and essentially getting a free call option. This means they can crystallise risk-free upside optionality whilst limiting downside. This creates overhang and drag on the stock. At the forced exercise price of XXXX and with the warrants able to be exercised at XXXX this would be a XX% discount. This is in addition to the risk-free upside they get which we as current shareholders obviously don't get. It's a steep price but ultimately on"
X Link @ZynxBTC 2025-10-06T08:44Z 6859 followers, 8633 engagements

"I want to address Climb's Metaplanet pivot because a lot of people are messaging me about it. I think it's safe to say all of our near term expectations have been reset for sure. However. It does come across as capitulation. You were the main Metaplanet guy who appeared to have the strongest conviction in the stock. Now I am seeing posts that shows doubt in Bitcoin itself let alone Metaplanet. I struggle to see how anyone can build solid conviction in any Bitcoin Treasury company without being absolutely firm on the underlying itself. If you don't believe Bitcoin will have a CAGR of 25-30%"
X Link @ZynxBTC 2025-10-14T14:50Z 6890 followers, 26.2K engagements

"I created a Smarter Web vs Next PLC pie. SWC is only XXX% of the market cap of Next a British clothing retailer. It's where I bought my first suit as a teen 😅 They are ranked 39th on the FTSE XXX. When do you think Smarter Web will surpass their market cap of 14.8bn"
X Link @ZynxBTC 2025-09-07T09:56Z 6889 followers, 2786 engagements

"This is just shit journalism. I have no horse in this race but there's no need to lie. Let the truth be enough. 1) That's a boy not a man. 2) He told you it's a declaration of faith not "jihad". I believe that flag is the "shahada". 3) He didn't use the word obliteration you did If we are to condemn the other side when they do this then you shouldn't do it yourself. Do better"
X Link @ZynxBTC 2025-10-12T09:26Z 6848 followers, 15.1K engagements

"After NAKA and Sequans I'd appreciate if the Strive guys were open and honest with investors about what is about to happen. Once the shares from the PIPE unlock the stock is going to crash further. The PIPE was at $XXXX. Share price is currently $XXXX. It's going down"
X Link @ZynxBTC 2025-10-07T20:41Z 6884 followers, 14.2K engagements

"@ActuallyClimber I like you Climb and our interactions have always been positive. I just don't understand how a pivot to now not even being sure about Bitcoin has happened in a few short months. Obviously do what's best for you of course I'm just confused :)"
X Link @ZynxBTC 2025-10-14T14:16Z 6890 followers, 2838 engagements

"@ColeMacro I should have mentioned that's obviously more likely to happen. Sequans did that. As for it being a good opportunity yeah probably. if you have faith in the team that is"
X Link @ZynxBTC 2025-10-13T17:01Z 6890 followers, XXX engagements

"Imagine seeing the Bitcoin/Gold chart and being bearish on Bitcoin and then Smarter Web. The next XX months are going to be amazing for us all :)"
X Link @ZynxBTC 2025-10-15T14:25Z 6890 followers, 3571 engagements

"I'm extremely optimistic about Bitcoin and the Bitcoin Treasuries I hold. I like to be a contrarian in my positions as it's usually where the most opportunity comes from. If even the battle-hardened folk on here are capitulating it means we aren't too far off from the bottom. This is just my observations. I am liking Strategy Metaplanet Smarter Web Capital B and H100 at these price points. I still expect Bitcoin to run up to $150k+ within the next X months and I just don't think it's likely for these companies to continue to see their mNAV compress in such an environment. Perhaps I'm wrong"
X Link @ZynxBTC 2025-10-10T06:18Z 6888 followers, 5474 engagements

"Metaplanet trading at X mNAV is a golden opportunity in my opinion. The market sell off may continue and the stock declines an additional XX% from here but this fact doesn't change. Here are some reasons why: -Making millions of dollars every quarter via the cash-secured puts strategy. -On course to becoming Japan's largest Bitcoin Credit Issuer. -Metaplanet will continue to acquire more Bitcoin. -Intelligent leverage via the Prefs coming soon. The company virtually has no debt at the moment so essentially at X mNAV it's being valued by just the amount of Bitcoin it has on the balance sheet."
X Link @ZynxBTC 2025-10-15T06:05Z 6890 followers, 24.4K engagements

"@gsadler91 I don't ever give financial advice"
X Link @ZynxBTC 2025-10-14T17:21Z 6890 followers, XXX engagements

"Strongly disagree with @RichardByworth that Sequans should have sold their Bitcoin. How can you defend mNAV ISSUE a Bitcoin-denominated convertible bond at a XX% premium with a X year duration as well as buying back shares. You can still accumulate Bitcoin at 0.8x mNAV in this manner. This is how you smash the shorts and win. No need to sell your Bitcoin"
X Link @ZynxBTC 2025-10-02T16:20Z 6889 followers, 7703 engagements

"I love bear markets. It reveals a lot. I'm talking about the Bitcoin Treasuries of course. I was always prepared to ride my positions to XXX mNAV if need be. I remember MSTR trading at a XXX mNAV in 2022. It took X years before it surpassed its all time high in 2021. I'm prepared to swim in deep waters once more. I struggle to see how relatively wealthy people who presumably have held Bitcoin for at least one cycle lose their shit because of mNAV compression. We've been here before many times over with Bitcoin itself. Strategy Metaplanet Smarter Web Capital B and H100 to name a few are all up"
X Link @ZynxBTC 2025-10-14T11:11Z 6890 followers, 28.2K engagements

"Smarter Web has accumulated another XXX Bitcoin for 9.1mil. They now have 2650 Bitcoin on the balance sheet. BTC yield QTD stands at 0.58%. Ultimately this is all that we can ask for as shareholders. Continue stacking Bitcoin no matter what. Good job team"
X Link @ZynxBTC 2025-10-13T06:09Z 6890 followers, 9534 engagements

"Badge of honour. Can't believe Bitcoin Twitter made him popular because of one lucky prediction. Anyone who calls themselves a prophet is 10/10 times unhinged. My only mistake is that probably should have blocked him first. Guess I join Saylor now in not seeing his posts"
X Link @ZynxBTC 2025-10-13T16:59Z 6889 followers, 11.9K engagements

"Thought I'd take a small break this evening. Now Trump is threatening to to impose an additional XXX% tariff on China. I also did try to warn everyone about Strive & Naka. Buying any stock before the PIPE unlocks is a way to lose all your money. Welcome to the casino"
X Link @ZynxBTC 2025-10-10T21:42Z 6798 followers, 4512 engagements

"If you want to know why Bitcoin Treasuries died at the end of June. here it is. There has been a rotation into Bitcoin miners. Performance from June XX to October X 2025: X $IREN +400% X $BITF +328% X $CIFR +298% X $WULF +212% X $HUT +144% X $RIOT +115% X $BTDR +83% X $CLSK +74% X $CORZ +49% 🔟 $MARA +38% Not a coincidence. The question is will the pendulum swing back again"
X Link @ZynxBTC 2025-10-06T22:10Z 6889 followers, 16.7K engagements

"This makes me sad to read. I don't know who this individual is but they follow me. I pray they are still with us. I will always warn against the dangers of leverage and advise that you keep most of your portfolio in cold-storage Bitcoin. Stay safe"
X Link @ZynxBTC 2025-10-11T04:17Z 6774 followers, 8807 engagements

"We need to see a massive increase in the use of leverage for the Bitcoin Treasuries. The whole point of their existence is to be a leveraged Bitcoin play. Metaplanet for example have a BTC rating of 127x which means their Bitcoin Treasury covers their outstanding debt XXX times over. Pretty much no leverage. Obviously they plan to leverage up via the Preferred's but that may take some time. Similar situation across the board. We need more leverage"
X Link @ZynxBTC 2025-10-09T21:24Z 6887 followers, 10.3K engagements

"The share price may be lagging but we need to distinguish between the company's true value and proposition and the temporary irrationality of the market. Smarter Web's NAV is at new all-time highs. No other company in the UK has a faster growing balance sheet"
X Link @ZynxBTC 2025-10-06T19:57Z 6852 followers, 4895 engagements

"I've been irrationally long Bitcoin for over a decade. If you've been here since 2017 or even since the start of 2022 when Terra Luna and then FTX collapsed. You would know that Bitcoin Twitter was the most doom and gloom place beyond imagination. Now I'm not saying it's the exact same for the Bitcoin Treasuries but there's been plenty of times when the feed has been filled with those saying it's all over for Bitcoin. When MSTR went substantially below X mNAV it was the same. Human psychology is fascinating because this always happens without fail. Remember when Tesla was finished too"
X Link @ZynxBTC 2025-10-09T17:45Z 6889 followers, 9580 engagements

"@J_Ries2 @ActuallyClimber Considering he liked my post I think I'm not wrong lol. Just go read his posts it's okay if he is less confident in Metaplanet and BTC right now"
X Link @ZynxBTC 2025-10-14T16:28Z 6890 followers, XXX engagements

"@Luke_T__ You're a chartered financial planner. Yes they can change retirement age. The pension age is linked to your state pension age which may be subject to future increases"
X Link @ZynxBTC 2025-10-13T07:40Z 6887 followers, XX engagements

"Sequans need to issue a Bitcoin-denominated convertible bond at a XX% premium with a X year duration. This along with buying back shares will save the company. @coryklippsten @BenWerkman do this ASAP"
X Link @ZynxBTC 2025-10-02T16:21Z 6889 followers, 3172 engagements

"I'm not going anywhere I still believe in the Bitcoin Treasury value proposition and for me. Metaplanet sits amongst the very best of them all"
X Link @ZynxBTC 2025-10-09T03:51Z 6883 followers, 5876 engagements

"@Jcastweet @bhodl @LQWDTech That report is very misleading for numerous reasons. Both companies pale in comparison to Metaplanet Smarter Web or Capital B. who are far better options for people wanting to move along the risk curve from Strategy. The LN is not viable as a profitable business as of now"
X Link @ZynxBTC 2025-10-09T21:32Z 6887 followers, XXX engagements

"I just wanted to make a post responding to Climb's pivot away from Metaplanet as a lot of people are messaging me to ask. To sum it up have your own conviction. I'm still super bullish on the stock and not selling anything"
X Link @ZynxBTC 2025-10-14T14:52Z 6890 followers, 6456 engagements

"The NAKA chart looks absolutely disgusting. These PIPE deals are destructive and may be impossible to come back from. It doesn't even matter how good the value proposition is who's going to want to touch the stock after this You must raise capital in a responsible manner. Otherwise this is your fate"
X Link @ZynxBTC 2025-10-07T15:54Z 6888 followers, 26.9K engagements

"Fair enough I thought you were playing with house money this entire time. I agree price action has been very muted and Bitcoin has a tendency to surprise us all. XX% CAGR for the next 10-20 years is a bit high but I'm certainly of the belief of 25-30%. Power law has Bitcoin at $1mil by 2033. Either way man wish you all the best and defo would do everything to make sure you don't unretire yourself. Perhaps you'll be back when playing with house money"
X Link @ZynxBTC 2025-10-14T16:19Z 6889 followers, XXX engagements

"I still prefer the Bitcoin Treasuries over the Bitcoin Miners/AI plays. I just think they are cleaner vehicles for Bitcoin accumulation without the hefty operating costs. I also think selling Metaplanet at X mNAV to rotate into IREN that's up 10x since May is a bad idea. Textbook definition of selling low and buying high. With that being said I'm happy for those who have been holding for 12+ months to finally get their time in the sun. It wasn't that long ago when sentiment for the miners were at where the Bitcoin Treasuries are today. Perhaps there's a lesson in that"
X Link @ZynxBTC 2025-10-15T10:09Z 6890 followers, 6864 engagements

"I wonder who else is going to be brave enough to say it how it is👀 Excellent deal for Strive though"
X Link @ZynxBTC 2025-10-13T13:32Z 6889 followers, 1536 engagements

"Seeing that Saylor blocked Josh Mandell is hilarious. Now Josh is crying on X acting all shocked when he's been saying unsavoury things about Saylor and Strategy for months. Damn lol"
X Link @ZynxBTC 2025-10-13T15:39Z 6889 followers, 34.2K engagements

"To ride any volatility just have XX months worth of cash. perhaps in STRC but yeah"
X Link @ZynxBTC 2025-10-04T21:40Z 6886 followers, 1312 engagements

"I love the fact that Strategy just bought XXX Bitcoin without touching the common stock once only the Prefs. Here's the breakdown. Raised $XXXX million; Purchased XXX BTC; Now Holds 640250 BTC. STRF = $19.8mil STRD = $5.8mil STRK = $1.7mil Total = $XXXX million. Eventually this will be $273mil/day and then $2.73bn/day. Very bullish for MSTR shareholders"
X Link @ZynxBTC 2025-10-13T12:13Z 6889 followers, 10.9K engagements

"Finally the Germans have arrived. Sovereign XX are pleased to be hosting Germany's first Bitcoin Treasury Company. It is attached to an operating business that does $50mil in revenue yearly and has some well known backers on board. This is an exclusive opportunity for S21 members to gain an insight and presentation from the team. All questions are allowed to be asked. If you are interested in such opportunities you can join Sovereign XX - the world's first investor network for Bitcoiners here:"
X Link @ZynxBTC 2025-10-13T20:56Z 6887 followers, 4746 engagements

"The Bitcoin bull market has barely begun. Bitcoin now needs to cross $169k just to equal its all-time high in gold. Every cycle since inception Bitcoin has more than doubled its price in Gold at a minimum usually much more than that. Gold has just crossed $4200/ounce and is almost a $30tn asset class. The higher Gold goes the higher I expect Bitcoin to go. The odds of Bitcoin reaching $200k and beyond is increasing. I do not know when this will happen but it is inevitable that Bitcoin will get its time in the sun. Look at this chart very carefully. It looks to me there is a consistent pattern"
X Link @ZynxBTC 2025-10-15T14:22Z 6890 followers, 6618 engagements

"Exhibit A: NAKA. Exhibit B: Sequans. Retail will struggle to forgive this"
X Link @ZynxBTC 2025-09-15T13:00Z 6852 followers, 1087 engagements

"The UK has trillions of pounds worth of unfunded public sector pension liabilities. This might be controversial but I think everyone should stop paying into their pension. One of three things are going to happen: 1) You're not going to get it. 2) They will push retirement age to XX. 3) It will be massively devalued. This is just the maths. It will be wiser to start buying Bitcoin every month which allows you to be sovereign and not at the mercy of incompetent politicians. Do not leave your retirement in the hands of the state. You've been warned"
X Link @ZynxBTC 2025-10-13T07:06Z 6890 followers, 4219 engagements

"In the end all you need to do is just buy Bitcoin and call it a day. Anything else is probably not worth the stress for most of you on here. Extreme volatility is not for everyone. Create value --- buy Bitcoin --- Cold-storage. Simple"
X Link @ZynxBTC 2025-10-14T21:22Z 6890 followers, 11.5K engagements

"Sequans and Semler should seriously consider issuing Bitcoin-denominated convertible bonds to get mNAV back above X. Capital B doesn't get enough credit for pioneering this it's financial engineering at its finest. Add a XX% premium so that the conversion is at a mNAV comfortably above X and thus highly accretive. Worst case The bond doesnt convert and you simply return the Bitcoin but this allows both companies to continue to add Bitcoin to their balance sheet in an accretive way. Perhaps coupled with share buybacks and I can really see this working to be honest. @BenWerkman @IIICapital"
X Link @ZynxBTC 2025-09-06T00:23Z 6890 followers, 7399 engagements

"Jeff what the fuck is this Extremely disappointing how many so called "Bitcoiners" are being paid to shill a shitcoin. Allocate your money however you like but stop masquerading as a Bitcoiner just to sell out when the price is right. Disgraceful"
X Link @ZynxBTC 2025-10-14T01:28Z 6890 followers, 61.5K engagements

"Is there any company in the UK with more Bitcoin than Smarter Web No. Is there any company in the UK in a better position to eventually issue Bitcoin credit No. Easy decision to keep holding SWC. It doesn't have to be complicated"
X Link @ZynxBTC 2025-10-15T07:26Z 6890 followers, 4135 engagements

"The higher gold goes = the higher the Bitcoin floor rises. The higher Bitcoin goes = the better it is for Smarter Web. More money printing to come. The Smarter Web balance sheet grows stronger"
X Link @ZynxBTC 2025-10-05T11:45Z 6857 followers, 3570 engagements

"So after the Nakamoto and Sequans PIPE unlocking shit show is Strive (ASST) going to follow suit to make it 3/3 I mean it's kind of obvious right. right DO NOT INVEST IN THESE COMPANIES UNTIL THE PIPE INVESTORS HAVE DUMPED. Perhaps not at all. Don't be fucking stupid"
X Link @ZynxBTC 2025-09-15T19:10Z 6779 followers, 12.8K engagements

"@Luke_T__ There's no Bitcoin ETF in the UK. Also ways around the CGT"
X Link @ZynxBTC 2025-10-13T07:20Z 6888 followers, XX engagements

"@mb7936 I will add even more at XXX mNAV. Bitcoin in cold-storage should be the base of any portfolio I've always said this"
X Link @ZynxBTC 2025-10-15T10:09Z 6889 followers, XXX engagements

"If Bitcoin is your hurdle rate then you need to start acting like it. Every position you hold should be constantly under intense scrutiny including Bitcoin Treasuries and Bitcoin Miners. If we take Bitcoin's CAGR to be XX% for the next decade you need to think carefully if your equities can actually outperform this. I'd wager almost none will. Protect your Bitcoin and capital at all costs"
X Link @ZynxBTC 2025-10-13T11:24Z 6890 followers, 2674 engagements

"I like this kind of talk from Dylan. I think buying Metaplanet at these prices is going to look like a historic opportunity in hindsight. Bullish"
X Link @ZynxBTC 2025-10-15T16:58Z 6890 followers, 12.5K engagements

"Controversial but I have to keep it honest. Semler shareholders are getting absolutely shafted. I'm curious to see if the merger/acquisition with Strive passes or if it gets vetoed like how the Preferred's did. The premium has evaporated and they are getting much less BTC/share. Not ideal"
X Link @ZynxBTC 2025-10-13T13:29Z 6889 followers, 7252 engagements