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Masa’s Son posts on X about $lu, coinbase, $akt, chains the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXX% technology brands XXXX% cryptocurrencies XXXX% finance XXXX% exchanges XXXX% countries XXXX%
Social topic influence $lu 5.71%, coinbase #2562, $akt #81, chains #2204, $baba #144, baba 1.43%, $qfin 0.71%, losses 0.71%, delta 0.71%, $finv XXXX%
Top accounts mentioned or mentioned by @base @coinbase @4wnshtf @aerodromefi @hydrexfi @starfoxbtc @luckyca66355138 @baseapp @jameswynnreal @deepvaluebagger @zoomyzoomm @ruglordai @moonpigmeme @sixsigmacapital @starfox_btc @arbitrageandy1 @amitisinvesting @wagmialexander @datac58218 @jdorman81
Top assets mentioned Coinbase Global, Inc. (COIN) Akash Network (AKT) Alibaba Group (BABA) Hydrex (HYDX) Aerodrome (AERO)
Top posts by engagements in the last XX hours
"$lu I'll leave this chart here so you can draw your own conclusions heavy capitulation in trend reversal +43% in last month -XX% off aths"
X Link @masayoshisson 2025-10-01T16:47Z XXX followers, XXX engagements
"@gregosuri @gregosuri great update achieving product-market fit and solving both the supply and demand constraints that $akt currently faces would strongly consider EVM chains such as @base where you have a competitive advantage be willing to pivot (which you are) but do so quickly"
X Link @masayoshisson 2025-10-11T15:24Z XXX followers, XXX engagements
"$lu is the og play (but currently suspended bc of auditor change) - expect profit reversal once the reporting resumes probably deepest value play out there and still trading in us $qfin has higher margins bc theyre less aggressive building provisions for losses (account for much of the margin delta to $finv) - that actually makes $finv more attractive and relative rr imo + XX% insider shares + growing loan book (while the others struggle with growth in recent qqs) dont think $lx has any moat given full reliance on ecommerce (thats why I actually like $lu most - they have deep integration with"
X Link @masayoshisson 2025-09-28T06:39Z XXX followers, XXX engagements
"@akashnet_ @gregosuri great update achieving product-market fit and solving both the supply and demand constraints that $akt currently faces would strongly consider EVM chains such as @base where you have a competitive advantage be willing to pivot (which you are) but do so quickly"
X Link @masayoshisson 2025-10-11T15:24Z XXX followers, XXX engagements
"$lu the stock is moving highly unusual options activity further supporting leg up (thanks @luckyca66355138) - I think it may be the hk trading resumption high risk high reward - tread carefully"
X Link @masayoshisson 2025-09-22T14:07Z XXX followers, XXX engagements
"has our administration leadership considered firing this retard @jamiesongreer going out on aggressive anti china crusades just because he couldnt get his call returned by xi is not a good look for diplomacy and the messages our leaders send @POTUS @JDVance @EricTrump"
X Link @masayoshisson 2025-10-14T20:33Z XXX followers, XX engagements
"@groksuperman @USTradeRep it does matter thats the zero sum mindset that destroys the US you cannot win without engaging in rational diplomacy"
X Link @masayoshisson 2025-10-15T16:51Z XXX followers, XXX engagements
"@Starfox_BTC @4WNSHTF @AerodromeFi @coinbase @base @HydrexFi if you dont understand the ve33 model (which you clearly dont yet still allocate to at least one) Id suggest you educate yourself about what youre investing in this is whats fucked in crypto: no one actually does the fundamentals work only chasing the next pump"
X Link @masayoshisson 2025-10-07T15:48Z XXX followers, XXX engagements
"@SixSigmaCapital I like the value play but I wouldnt take a position bc theyll be the first to exit the quick delivery business imo its the least naturally positioned between them $baba and $meituan we shall see"
X Link @masayoshisson 2025-10-08T00:28Z XXX followers, XXX engagements
"$lu if you can't stomach the vol this game is not for you no news that would require thesis reevaluation still expect hk trading resumption (would set up god tier run) and/ or special dividend like in fy24"
X Link @masayoshisson 2025-10-03T14:38Z XXX followers, XXX engagements
"@Starfox_BTC @4WNSHTF @AerodromeFi @coinbase @base @HydrexFi about what"
X Link @masayoshisson 2025-10-07T15:30Z XXX followers, XXX engagements
"$lu might turn into my favorite deep value play only for the peak contrarians among you"
X Link @masayoshisson 2025-09-17T17:22Z XXX followers, XXX engagements
"@CryptoDaily_DB @TomCrownCrypto @cz_binance"
X Link @masayoshisson 2025-10-15T22:57Z XXX followers, XX engagements
"@MrMikeInvesting its not - their business model gets crushed by $baba and theyll be the first to drop out of the quick commerce business (which is where were headed from a customer convenience point of view)"
X Link @masayoshisson 2025-10-13T19:41Z XXX followers, XXX engagements
"$lu the epiphany of a contrarian trade"
X Link @masayoshisson 2025-08-22T16:23Z XXX followers, XXX engagements
"$hydx $aero $hydx model doesn't make any sense imo: - if you're looking for liquidity then you'll provide it on $aero bc of depth (tough to beat them on exactly the same model) - if you're looking to just trade and UI then coinbase beats them bc they're the aggregator"
X Link @masayoshisson 2025-10-07T13:14Z XXX followers, XXX engagements
"@blondesnmoney $lu still deep deep value play jumped XX% in one month and has highly unusual options flow for this month given heavy insider trading before would imagine either hk trading resumption or another XX% mc dividend (as last year) both favorable - let's see what happens"
X Link @masayoshisson 2025-10-02T21:09Z XXX followers, 1039 engagements
"$lu peak contrarian value play in chinese smb/ consumer finance market - market leader for smb (and increasingly) consumer finance loans with heavy focus on offline loan sourcing - macro tailwinds as ccp demands banks to stimulate economy through loans (to be counterbalanced by ongoing economic stress and still very cautious industrial stance wrt to investment) - operations show signs of growth reversal as cap on related party transactions with ping an (66% shareholder) was expanded in june 2025 - deeply integrated with 85+ mainland credit providers - transformation to fully take loan risk on"
X Link @masayoshisson 2025-09-19T14:21Z XXX followers, XXX engagements