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@stonychambers Bitcoin Asset ResearchBitcoin Asset Research posts on X about bitcoin, $stre, $strf, $strk the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence cryptocurrencies #3832 stocks XX% finance XXXXX% countries XXXX% technology brands XXXX%
Social topic influence bitcoin #1578, $stre #9, $strf #5, $strk #107, $mstr #615, $strd #20, price of 8.33%, ai 8.33%, ipo 4.17%, what does XXXX%
Top accounts mentioned or mentioned by @strategy @e055michel1842 @marediashehzan @pdphilaphil @aquabitcoin @bullbitcoin @vexl @bisqnetwork @hodlhodl @bitwiseinvests @metaplanetjp @mm2014455150282 @nitherdither @civic108 @bitcointarheel @rapidfirestake @timoni24538854 @downwopp @hungryforbtc @a_life_shared
Top assets mentioned Bitcoin (BTC) Strategy Incorporated (STRF) Strike (STRK) Strategy (MSTR) Stride (STRD) Metaplanet Inc. (MTPLF) Hive Digital Technologies Ltd (HIVE) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) TeraWulf Inc. (WULF) Hive (HIVE)
Top posts by engagements in the last XX hours
"That was so fast @Strategy is doing a XXX million ($400 million) IPO on $STRE. Fixed XX% dividend paid quarterly on XXX notional value with certain protections for investors. Like $STRF but in euros. I see a few things happening: 1- Testing the European waters. $XXX million is actually the smallest among all the preferred stock initial offerings. If the appetite is there I can see this upsized significantly followed by a euro version of Stretch launched in December or January. 2- The first piece of the EUR BBYC is being constructed. The lines are being drawn as I predicted here: . One day"
X Link @stonychambers 2025-11-04T00:05Z 4093 followers, 11K engagements
"Bitcoin is pristine collateral. What does this mean Let's start with the purpose of collateral. Collateral secures a loan. If I want to borrow I post an asset the lender can claim if I dont repay. If I repay I get it back. If I default the lender sells the asset and recovers some value. This asset is collateral. The lender takes a risk by lending me money but the presence of collateral removes some of his risk. The best collateral is least exposed to outside risks. Most assets carry baggage that can surface at the worst time. Heres a non-exhaustive list of risks that can degrade collateral"
X Link @stonychambers 2025-10-28T19:50Z 4093 followers, 5306 engagements
"Once again the market is mispricing $STRK this time by around X% under fair value $MSTR is $XXXXXX $STRD is $XXXXX STRK = XXX MSTR + XXX STRD = $XXXX But the price of STRK is $XXXXX. That's a X% discount to STRK's synthetic value. Remember that STRK is convertible into XXX MSTR and bears $X per year of cumulative dividends. Meanwhile STRD bears $XX per year of non cumulative dividends. Hence XXX shares of STRD approximates but understates the risk in STRK's income stream. This is a much larger value dislocation than normal. It's usually no more than 2-3%"
X Link @stonychambers 2025-10-17T16:50Z 4093 followers, 3934 engagements
"Why is STRK best valued as XXX $MSTR + XXX $STRD It's simple. $STRK is the conversion right to 1/10 MSTR and an $8/year income stream. Both of these things are part of the security and can be valued using a sum of parts valuation. The best way to value a conversion right to 1/10 MSTR is to look at the price of MSTR and divide by XX. The best way to value an income stream sourced from Strategy is to look at another more junior income stream sourced from Strategy. STRD is $10/year so simply multiply STRD by XXX to get the $8/year of STRK. Add the two together and you get the formula: STRK = 0.1"
X Link @stonychambers 2025-10-18T13:01Z 4093 followers, 2290 engagements
"Quite confident @Metaplanet_JP is going to explode from here. It's the only 1x mNAV name with a solid prefs plan. The financial repression of Japan makes for a most favorable setup. The risk-reward is so skewed now and people have been too bearish. It's go time. $MTPLF"
X Link @stonychambers 2025-10-26T19:50Z 4093 followers, 18.6K engagements
"Preston's take on the quantum threat to Bitcoin is exactly what I've been saying: - AI can accelerate QC development - Bitcoin is more vulnerable than anything else because there is no centralized fallback plan in Bitcoin - Preparing early is key - Bonus: Filters/Spam debate is noise"
X Link @stonychambers 2025-11-02T14:00Z 4091 followers, 9851 engagements
"$CIFR's $5.5B deal with $AMZN $IREN's $9.7B deal with $MSFT To add to the list of other deals that the miners have already announced: $WULF Fluidstack $HIVE Bell Canada etc All immense value creation Bitcoin mining walked so AI could run Never forget that"
X Link @stonychambers 2025-11-03T12:54Z 4091 followers, XXX engagements
"This is huge. Do not fade - With JPM onboard the other banks will follow. And soon the pristine collateral reality will catch like a wildfire in TradFi. Jamie Dimon has capitulated"
X Link @stonychambers 2025-10-24T11:26Z 4091 followers, 146.8K engagements
"Fun $STRE fact- The last time true perpetual credit with no issuer call was issued in Europe was in the 15th and 16th century by a Dutch water authority. They paid XXX% interest. Since then credit issuance has gone downhill. The British issued the last perpetual bond (the 'undated gilt') in 1946 but it was called decades later in 2015. These paid 3%. Strategy is reviving the ancient European tradition from the days of the global gold standard while paying XX% on top. It is only possible because of Bitcoin. This is how the world returns to hard money"
X Link @stonychambers 2025-11-04T13:06Z 4093 followers, 20.7K engagements