[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @80IQmindset Cris 知能指数80 Metaplanet's stock has been gaining attention due to its connection with Bitcoin. Some investors believe the company's strategy, led by figures like Adam and Dylan Simon, will lead to significant growth. The stock's performance has been notable, with some predicting a substantial increase in value. ### Engagements: XXXXXX [#](/creator/twitter::1195374544044875777/interactions)  - X Week XXXXXXX +77% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXX +23% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1195374544044875777/posts_active)  - X Week XXX +5.80% - X Month XXX +39% - X Months XXXXX +23% - X Year XXXXX +203% ### Followers: XXXXXX [#](/creator/twitter::1195374544044875777/followers)  - X Week XXXXXX +0.51% - X Month XXXXXX +3.30% - X Months XXXXXX +16% - X Year XXXXXX +64% ### CreatorRank: XXXXXXX [#](/creator/twitter::1195374544044875777/influencer_rank)  ### Social Influence [#](/creator/twitter::1195374544044875777/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) #3633 [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% [travel destinations](/list/travel-destinations) XXXX% [exchanges](/list/exchanges) XXXX% [automotive brands](/list/automotive-brands) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$mtplf](/topic/$mtplf) #28, [mstr](/topic/mstr) #47, [bitcoin](/topic/bitcoin) 6.6%, [$mstr](/topic/$mstr) #38, [strk](/topic/strk) #10, [$strf](/topic/$strf) #6, [$strk](/topic/$strk) #7, [saylor](/topic/saylor) 3.55%, [$strd](/topic/$strd) 3.05%, [arb](/topic/arb) XXXX% **Top accounts mentioned or mentioned by** [@actuallyclimber](/creator/undefined) [@mstrstrategy](/creator/undefined) [@silverback82804](/creator/undefined) [@kristophjeffers](/creator/undefined) [@grok](/creator/undefined) [@morpheus7447x](/creator/undefined) [@dylanleclair](/creator/undefined) [@metaplanetjp](/creator/undefined) [@saylor](/creator/undefined) [@teslabulltr](/creator/undefined) [@bitcoinhalving](/creator/undefined) [@vinz0r](/creator/undefined) [@majormaxbitcoin](/creator/undefined) [@joshmandell6](/creator/undefined) [@roaringragnar](/creator/undefined) [@gerovich](/creator/undefined) [@realjimchanos](/creator/undefined) [@lukedavisgrey](/creator/undefined) [@sahilzaverimd](/creator/undefined) [@ybrik4l](/creator/undefined) **Top assets mentioned** [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [iShares BTC Trust (IBIT)](/topic/$ibit) ### Top Social Posts [#](/creator/twitter::1195374544044875777/posts) --- Top posts by engagements in the last XX hours "Another retail text. Yea theyre starting to show up. How would you answer this btw Ive had the tendency to go right the bottom of the rabbit hole and say read books like The Creature from Jekyll Island 🤣"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944474536600035722) 2025-07-13 19:10:30 UTC 24.2K followers, 5031 engagements "Eventually this market will place a 10-20x EBITDA multiple on $MSTR and $MTPLF Until then enjoy the asymmetry"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944941082636378158) 2025-07-15 02:04:24 UTC 24.2K followers, 28.4K engagements "$STRD wouldnt be surprised to see $XXX par hit / arb close in the next couple of weeks. No ATM as of yet. Was the same playbook for $STRK $STRF. I would be shocked if they didnt stay focused on making sure the dividend is paid just to solidify their credibility to the market that they are committed to establishing their yield curve / preferred ecosystem. Been very interesting watching these products over the last several months"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1940414366098047440) 2025-07-02 14:16:50 UTC 24.2K followers, 1889 engagements "@morpheus7447x @Silverback82804 @TreasuryReport @CompliantDegen @ActuallyClimber @DylanLeClair_ The mNAV was XX in February and MTPLF is up around XX% since then and mNAV has been decimated to XXX now 🤣"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945186967903142196) 2025-07-15 18:21:27 UTC 24.2K followers, XXX engagements "@bleighky What is this 2022 headlines when there wasnt a liquidation level Oh yea never mind it is"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944587220980990079) 2025-07-14 02:38:16 UTC 24.2K followers, XXX engagements "@eragon_160 Also I think MTPLF is more valuable than Dollar Tree Thats a double 💀"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1943647971800678615) 2025-07-11 12:26:02 UTC 24.2K followers, XXX engagements "3-4 CmNAV has been screaming value in the past every single time. History rhymes"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945296501187477626) 2025-07-16 01:36:42 UTC 24.2K followers, 5962 engagements "@saylor @Strategy $XX billion earnings x XX P/E = $XXX billion mc valuation range Theyll get it eventually"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1943709778150089063) 2025-07-11 16:31:38 UTC 24.2K followers, 8732 engagements "@btc_overflow 2017 would like a word 🤣 Rotation to quality is what will happen"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944881677370843581) 2025-07-14 22:08:20 UTC 24.2K followers, XXX engagements "You think weve seen torque already People have no idea whats coming. $MSTR $STRF $STRK"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945650519285842373) 2025-07-17 01:03:26 UTC 24.2K followers, 1836 engagements "@teslabulltr Inevitable it will be on NASDAQ / NYSE in the next x amount of time so Im looking ahead"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945575226168816039) 2025-07-16 20:04:15 UTC 24.2K followers, XX engagements "@ryQuant Per usual the answer is probably somewhere in the middle as Im straddling both MTPLF and MSTR either synthetically or common long both. Would love to hear a deep dive discussion on this"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944776603856154685) 2025-07-14 15:10:49 UTC 24.2K followers, 3120 engagements "Be honest How many people on this app understand this Thats the arb 3350.T / $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944072828828950539) 2025-07-12 16:34:16 UTC 24.2K followers, 8150 engagements "Two smash buys will crush CmNAV to low 3s historically deep value range. If nothing else if I was a mean reversion trader only Id smash long there just for the snapback with no fundamental analysis on the company per se. The traders in the know have figured it out. Smart money hard to find tho which has been great"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944147752604381187) 2025-07-12 21:31:59 UTC 24.2K followers, XXX engagements "The MetaPlanet prefs will be a black hole to fiat dying in bonds and other pref offerings. It will be the escape to the people of Japan. $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1932789078191202812) 2025-06-11 13:16:40 UTC 24.2K followers, 5297 engagements "* STRK / MTPLF Sliding Scale Concept * $STRK + $MTPLF has been one of the best risk-adjusted combo plays over the past month and I think it continues. $STRK dampens vol protects downside gives me X% divvy per quarter + call option-like upside on $MSTR mooning and liquidation preference in the cap structure. So technically Im long $MSTR. I do still have a small common bag as well. $MTPLF is 2021 MSTR on TRT. Now one of the most volatile equities in the entire world as IV tapped 300+ last week. #1 traded equity in Japan. Crushing companies such as Toyota. Toyota 7203.T mc = $XXX billion $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1926621784360550894) 2025-05-25 12:50:02 UTC 24.2K followers, 83.1K engagements "@thepowerfulHRV Ready for STR family to ramp even harder for mNAV to run - plz ser for my LEAPs 🤣"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944733245674823937) 2025-07-14 12:18:31 UTC 24.2K followers, XXX engagements "Fund managers: Figure out what $STRF is asap and you can change your fund / career. Time is running out"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1942009980653027380) 2025-07-06 23:57:14 UTC 24.2K followers, 18.3K engagements "Good times with $MSTR 🫡 I like the chance to run it back with $MTPLF Roughly XXX% from here (DLTR has been smashed since then 💀)"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944022468001194394) 2025-07-12 13:14:09 UTC 24.2K followers, 3369 engagements "Massive smash buy probably incoming the next couple of sessions. CmNAV XXX Bitcoin ripping faces off right now. The inefficiency in this market (in general) has changed some of our lives for years and it seems it continues - wow Im shocked. The lag of misunderstanding with MTPLF reminds me of 2017 bitcoin. The repricing will be be violent and the amateurs will be in the sidelines crying. And Capital Group + sharp money will continue to find their conviction and buy impatient traders that doesnt understand whats going on. $MTPLF / 3350.T"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1943549986156814350) 2025-07-11 05:56:40 UTC 24.2K followers, 33.6K engagements "Still a 3x to ETH parity How is this even reality $MSTR"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944783630120767773) 2025-07-14 15:38:44 UTC 24.2K followers, 4199 engagements "@KristophJeffers @Metaplanet_JP Rolled my two boys IBIT/MSTR into MP around $6/share 🫡"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944172639058374716) 2025-07-12 23:10:52 UTC 24.2K followers, XXX engagements "This was the top tick of the summer run in 2024. CmNAV at the time was around XX. Fast forward to today and CmNAV is about to be XXX or less assuming potential future market activities if you will. 80%+ destruction of mNAV. Devastation. They were right about mNAV compression and you get rekt in mNAV terms. You shouldve listened to the experts. But wait theres more Share price in yen is now 1500+ (after the devastating pullback recently) So share price has done a 5x since then outpacing bitcoin and MSTR. Painful for me because I was max long MSTR back then and had X exposure to MTPLF / 3350.T"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944200200072970569) 2025-07-13 01:00:23 UTC 24.2K followers, 11.8K engagements "@saylor STRK STRF STRD ATMs $150-$200 million 🧐"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944371472270512418) 2025-07-13 12:20:58 UTC 24.2K followers, 9301 engagements "Capital Group lit the match Now the raging 🔥 starts 3350.T / $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944386274426601934) 2025-07-13 13:19:47 UTC 24.2K followers, 15.5K engagements "Sometimes theres 1080 reasons to take a LEAP of faith $MSTR"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944695150095016258) 2025-07-14 09:47:09 UTC 24.2K followers, 6827 engagements "Additionally I had to admit in Jan 2024 I was wrong doing the GBTC discount to NAV setup and not just buy MSTR I had to admit I was wrong in April not taking an overweight position on Metaplanet in 2024. Swallowing pride and changing on a dime is a skill that took me a long time to grasp"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944115814346469516) 2025-07-12 19:25:04 UTC 24.2K followers, XXX engagements "The next phase of our expansion. If it seems like prefs its probably prefs 🫡"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944450696033742966) 2025-07-13 17:35:46 UTC 24.2K followers, 11.4K engagements "@DylanLeClair_ @Metaplanet_JP You all and MSTR have the best pulse on the market unlike any other BTCTC out there"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945520056206602644) 2025-07-16 16:25:02 UTC 24.2K followers, 2705 engagements "Took 20g of creatine this AM. Ready for the day"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944741679778394261) 2025-07-14 12:52:02 UTC 24.2K followers, 5989 engagements "You dont have to get a read on Dylan Simon or the entire Metaplanet team. We know how they call their shots. $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1943340333737128201) 2025-07-10 16:03:35 UTC 24.2K followers, 6458 engagements "@adam3us @ActuallyClimber @RoaringRagnar Right on schedule h/t @ActuallyClimber"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944068013176553479) 2025-07-12 16:15:08 UTC 24.2K followers, 22.8K engagements "@Nifty_Willy No public disclosures on a report of all positions Get a glimpse on the per company disclosures such as the screenshots shown"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944537406553694350) 2025-07-13 23:20:20 UTC 24.2K followers, XXX engagements "@nztester At least mine are bitcoin only Ive done something right"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944476553393697178) 2025-07-13 19:18:31 UTC 24.2K followers, XXX engagements "@VanNostrandPHD $XX million / coin figure was thrown around And we know more fiat will be printed into oblivion"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944916619324497927) 2025-07-15 00:27:11 UTC 24.2K followers, XXX engagements "Its almost as if $STRK and $STRF have been positive for the equity since their launch"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945580376811860375) 2025-07-16 20:24:43 UTC 24.2K followers, 4835 engagements "If Metaplanet mNAV hits 10-15 in a mania people will lose it on this app"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944588993623941224) 2025-07-14 02:45:19 UTC 24.2K followers, 19.8K engagements "Now do you believe me when I say theres a good chance Metaplanet gets to 100000 by January"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1942190216459993301) 2025-07-07 11:53:26 UTC 24.2K followers, 27K engagements "Wonder if Jim is feeling it yet He might get a lesson in negative gamma vanna squeeze $MSTR"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944762982962958686) 2025-07-14 14:16:41 UTC 24.2K followers, 2269 engagements "@ActuallyClimber @teslabulltr 🤣 go to Starbucks Climb"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944071622693994957) 2025-07-12 16:29:28 UTC 24.2K followers, XXX engagements "@MisterMSTY Its funny - I sent someone a river link and said to look up $BTC or $IBIT"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944475427449250274) 2025-07-13 19:14:03 UTC 24.2K followers, XXX engagements "My Sub-Zero IQ Cup-and-Handle Pattern $MSTR"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1943264827645833582) 2025-07-10 11:03:33 UTC 24.2K followers, 8412 engagements "Sadly I will be muting anyone who posts overnight $MSTR price action screenshots moving forward. Need to clear my timeline up and not jinx my degen 1080s from a couple weeks ago. Lets keep amateur hour at a min 😎"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944558050561716310) 2025-07-14 00:42:22 UTC 24.2K followers, 6668 engagements "@DylanLeClair_ @gerovich @Metaplanet_JP Masterclass"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945517442869998066) 2025-07-16 16:14:39 UTC 24.2K followers, 2251 engagements "In case youve ignored the last two Saylor breakdowns on prefs heres another shot $STRK $STRF $STRD"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1942298224494096748) 2025-07-07 19:02:37 UTC 24.2K followers, 1947 engagements "@Dan_MTPLF @FlashGraph_ we need to turn this into a Metaplanet meme"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944573830061834405) 2025-07-14 01:45:04 UTC 24.2K followers, XXX engagements "@KristophJeffers Shes going to outperform nearly every hedge fund the next X years 😂"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944551129116717228) 2025-07-14 00:14:51 UTC 24.2K followers, 1273 engagements "@RichardByworth 1547Y strike reset now - with bitcoin tailwind running the likelihood share price strike should be longer period than it was last week so operations can escalate. Should be an interesting week"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944732547558019491) 2025-07-14 12:15:45 UTC 24.2K followers, 1045 engagements "@docstacks @DylanLeClair_ @Metaplanet_JP 🤣 just no unrealized gainz bro screenshots All else fair game"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945527876054352226) 2025-07-16 16:56:06 UTC 24.2K followers, XXX engagements "MP is the only bitcoin proxy play in Japan Im aware of. When you have a monopolistic play you win the game"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1816242104651170148) 2024-07-24 22:40:36 UTC 24.2K followers, 1748 engagements "@nextlayercap He goes on to say that he had more investable assets in 3350 shares than Bitcoin That put me over the edge in April 🫡"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944397231638855774) 2025-07-13 14:03:19 UTC 24.2K followers, XXX engagements "All you had to do was shadow CG in early May instead of listening to spaces hosts calling for share price destruction because mNAV was going to X imminently 🤣 $MTPLF / 3350.T"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944509862559523286) 2025-07-13 21:30:53 UTC 24.2K followers, 8800 engagements "From a flywheel perspective the market is still discounting the effect of $STRK $STRF $STRD and future prefs. I do think theres an inflection point where the market puts a layer of extra mNAV premium due to the fact it accelerates their ability to buy more bitcoin at a higher velocity without diluting the common. At a X mNAV using a XX year time frame the BTC multiple is 3x for ATM / MSW vs 13.8x for STRF-like product. Massive accretion. Over a 4x delta between the ATM / MSW and straight perpetual preferred. All comes down to demand for the prefs. Once its there the game changes. And the"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1940007270815080757) 2025-07-01 11:19:11 UTC 24.2K followers, 5059 engagements "IYKYK If you dont then your opinion doesnt matter. XX% have an opinion so thats the asymmetry. Starting to understand"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944069379336900937) 2025-07-12 16:20:33 UTC 24.2K followers, 13.1K engagements "Now that bitcoin is in price discovery mode I think its a tailwind to help keep share price about the moving strike. Share volume up EVO activity up velocity of bitcoin buying up. TLDR: More tranches coming"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944602604073328641) 2025-07-14 03:39:24 UTC 24.2K followers, 6949 engagements "@VizslaVizsla1 @ActuallyClimber @eragon_160 @LukeDavisgrey @vincent13031925 @adam3us Its a game And I was a gamer as kid. Poker pro in my 20s. Found bitcoin then GBTC / MSTR / MTPLF progression Thats why I do it"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944470583821078782) 2025-07-13 18:54:48 UTC 24.2K followers, XXX engagements "If youre a high-yield bond fund and youre not doing a deep dive on $STRD what exactly are you doing $XX below $XXX par 11%+ effective yield. Non-cumulative but I think Saylor and team will not actively try to miss a payment for the sake of their operation/credit ratings etc. obviously a rung lower on the capital stack. Arb seems to be there"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1939704152633795042) 2025-06-30 15:14:42 UTC 24.2K followers, 1685 engagements "Step over Capital Group. NFS snatched XXXX% of the company. Retail panic selling shares to institutions is as old as the hills in Wall Street. Smart money is smart money for a reason. 3350.T / $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945121208174891495) 2025-07-15 14:00:09 UTC 24.2K followers, 11.5K engagements "Oh I get it. TradFi is slow motion so sometimes I get lost in translation. Market figuring out MSTR getting closer to S&P XXX inclusion. Which means higher credit ratings for STRF / STRK. Which means they can buy more bitcoin. Which means the credit ratings go higher. The picture has been painted you just have to be willing to open your eyes. STRF is investment grade AA at least imo so the arbitrage is starting to close. (Hint we all already knew this)"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1939689250926002548) 2025-06-30 14:15:29 UTC 24.2K followers, 3914 engagements "Third tranche in for Capital Group since Q4 2024. They added another XXX million shares. 3350.T / $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1942554942952092098) 2025-07-08 12:02:43 UTC 24.2K followers, 43.4K engagements "Metaplanet is dead tho. User65384 said so earlier. $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944828040808218761) 2025-07-14 18:35:12 UTC 24.2K followers, 19.6K engagements "Fair mNAV (red) has been a support area on previous mNAV compressions over the past year. .5x fair mNAV (yellow line) has never been tagged since the first ramp after they started their strategy. Credit: @TakaAnikuni 3350.T / $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945291110101791224) 2025-07-16 01:15:17 UTC 24.2K followers, 10.2K engagements "@saylor Any wealth in your life not in bitcoin is short bitcoin. Lesson here"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944494303256125711) 2025-07-13 20:29:03 UTC 24.2K followers, 1602 engagements "mNAV dropped Im devastated 3350.T / $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944598005262246082) 2025-07-14 03:21:07 UTC 24.2K followers, 27.3K engagements "@gerovich Someones at the door @vinz0r 👀"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1936984923216240727) 2025-06-23 03:09:27 UTC 24.2K followers, 17.5K engagements "Study up 🫡 credit: @hiyoko_peep 3350.T / $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944066728662905015) 2025-07-12 16:10:01 UTC 24.2K followers, 1635 engagements "@grok @PunterJeff @RealJimChanos @PrestonPysh @Yungkingz__ @lowlevel10101 @fibbbtc @TIP_Network @BitcoinPierre @grok I have the majority of my net worth in bitcoin $MSTR and $MTPLF Is that crazy What do you think"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945630723819348330) 2025-07-16 23:44:47 UTC 24.2K followers, 1460 engagements "@grok @Eric_BIGfund @RealJimChanos @PrestonPysh @Yungkingz__ @lowlevel10101 @fibbbtc @TIP_Network @BitcoinPierre MSTR and MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945672391973060609) 2025-07-17 02:30:21 UTC 24.2K followers, XXX engagements "Best performing pref in the market the last X months. And you figured it out early 🫡 $STRK"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1942940928567656485) 2025-07-09 13:36:30 UTC 24.2K followers, 2402 engagements "MSW reset engaged = 1578Y Ready for the next tranche 👀 3350.T / $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1941130379924259267) 2025-07-04 13:42:01 UTC 24.2K followers, 2076 engagements "@RoaringRagnar They cant raise funds since price is below the strike Asymmetry 🤣"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945379906499551494) 2025-07-16 07:08:07 UTC 24.2K followers, 1856 engagements "I prefer my dividend equities to rip pre-market $STRK $STRF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1942938057222521169) 2025-07-09 13:25:05 UTC 24.2K followers, 1976 engagements "@HermesLux @AndrysCharlie Its just funny how crazy people say you are if you believe this but I actually believe Saylor and Phong understand their business and how things will shake out over the next five years+"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944951815251894536) 2025-07-15 02:47:02 UTC 24.2K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Metaplanet's stock has been gaining attention due to its connection with Bitcoin. Some investors believe the company's strategy, led by figures like Adam and Dylan Simon, will lead to significant growth. The stock's performance has been notable, with some predicting a substantial increase in value.
Social category influence stocks XXXXX% cryptocurrencies #3633 finance XXXX% countries XXXX% travel destinations XXXX% exchanges XXXX% automotive brands XXXX% currencies XXXX%
Social topic influence $mtplf #28, mstr #47, bitcoin 6.6%, $mstr #38, strk #10, $strf #6, $strk #7, saylor 3.55%, $strd 3.05%, arb XXXX%
Top accounts mentioned or mentioned by @actuallyclimber @mstrstrategy @silverback82804 @kristophjeffers @grok @morpheus7447x @dylanleclair @metaplanetjp @saylor @teslabulltr @bitcoinhalving @vinz0r @majormaxbitcoin @joshmandell6 @roaringragnar @gerovich @realjimchanos @lukedavisgrey @sahilzaverimd @ybrik4l
Top assets mentioned Metaplanet Inc. (MTPLF) Bitcoin (BTC) Strategy (MSTR) Strategy Incorporated (STRF) Strike (STRK) Stride (STRD) iShares BTC Trust (IBIT)
Top posts by engagements in the last XX hours
"Another retail text. Yea theyre starting to show up. How would you answer this btw Ive had the tendency to go right the bottom of the rabbit hole and say read books like The Creature from Jekyll Island 🤣" @80IQmindset on X 2025-07-13 19:10:30 UTC 24.2K followers, 5031 engagements
"Eventually this market will place a 10-20x EBITDA multiple on $MSTR and $MTPLF Until then enjoy the asymmetry" @80IQmindset on X 2025-07-15 02:04:24 UTC 24.2K followers, 28.4K engagements
"$STRD wouldnt be surprised to see $XXX par hit / arb close in the next couple of weeks. No ATM as of yet. Was the same playbook for $STRK $STRF. I would be shocked if they didnt stay focused on making sure the dividend is paid just to solidify their credibility to the market that they are committed to establishing their yield curve / preferred ecosystem. Been very interesting watching these products over the last several months" @80IQmindset on X 2025-07-02 14:16:50 UTC 24.2K followers, 1889 engagements
"@morpheus7447x @Silverback82804 @TreasuryReport @CompliantDegen @ActuallyClimber @DylanLeClair_ The mNAV was XX in February and MTPLF is up around XX% since then and mNAV has been decimated to XXX now 🤣" @80IQmindset on X 2025-07-15 18:21:27 UTC 24.2K followers, XXX engagements
"@bleighky What is this 2022 headlines when there wasnt a liquidation level Oh yea never mind it is" @80IQmindset on X 2025-07-14 02:38:16 UTC 24.2K followers, XXX engagements
"@eragon_160 Also I think MTPLF is more valuable than Dollar Tree Thats a double 💀" @80IQmindset on X 2025-07-11 12:26:02 UTC 24.2K followers, XXX engagements
"3-4 CmNAV has been screaming value in the past every single time. History rhymes" @80IQmindset on X 2025-07-16 01:36:42 UTC 24.2K followers, 5962 engagements
"@saylor @Strategy $XX billion earnings x XX P/E = $XXX billion mc valuation range Theyll get it eventually" @80IQmindset on X 2025-07-11 16:31:38 UTC 24.2K followers, 8732 engagements
"@btc_overflow 2017 would like a word 🤣 Rotation to quality is what will happen" @80IQmindset on X 2025-07-14 22:08:20 UTC 24.2K followers, XXX engagements
"You think weve seen torque already People have no idea whats coming. $MSTR $STRF $STRK" @80IQmindset on X 2025-07-17 01:03:26 UTC 24.2K followers, 1836 engagements
"@teslabulltr Inevitable it will be on NASDAQ / NYSE in the next x amount of time so Im looking ahead" @80IQmindset on X 2025-07-16 20:04:15 UTC 24.2K followers, XX engagements
"@ryQuant Per usual the answer is probably somewhere in the middle as Im straddling both MTPLF and MSTR either synthetically or common long both. Would love to hear a deep dive discussion on this" @80IQmindset on X 2025-07-14 15:10:49 UTC 24.2K followers, 3120 engagements
"Be honest How many people on this app understand this Thats the arb 3350.T / $MTPLF" @80IQmindset on X 2025-07-12 16:34:16 UTC 24.2K followers, 8150 engagements
"Two smash buys will crush CmNAV to low 3s historically deep value range. If nothing else if I was a mean reversion trader only Id smash long there just for the snapback with no fundamental analysis on the company per se. The traders in the know have figured it out. Smart money hard to find tho which has been great" @80IQmindset on X 2025-07-12 21:31:59 UTC 24.2K followers, XXX engagements
"The MetaPlanet prefs will be a black hole to fiat dying in bonds and other pref offerings. It will be the escape to the people of Japan. $MTPLF" @80IQmindset on X 2025-06-11 13:16:40 UTC 24.2K followers, 5297 engagements
"* STRK / MTPLF Sliding Scale Concept * $STRK + $MTPLF has been one of the best risk-adjusted combo plays over the past month and I think it continues. $STRK dampens vol protects downside gives me X% divvy per quarter + call option-like upside on $MSTR mooning and liquidation preference in the cap structure. So technically Im long $MSTR. I do still have a small common bag as well. $MTPLF is 2021 MSTR on TRT. Now one of the most volatile equities in the entire world as IV tapped 300+ last week. #1 traded equity in Japan. Crushing companies such as Toyota. Toyota 7203.T mc = $XXX billion $MTPLF" @80IQmindset on X 2025-05-25 12:50:02 UTC 24.2K followers, 83.1K engagements
"@thepowerfulHRV Ready for STR family to ramp even harder for mNAV to run - plz ser for my LEAPs 🤣" @80IQmindset on X 2025-07-14 12:18:31 UTC 24.2K followers, XXX engagements
"Fund managers: Figure out what $STRF is asap and you can change your fund / career. Time is running out" @80IQmindset on X 2025-07-06 23:57:14 UTC 24.2K followers, 18.3K engagements
"Good times with $MSTR 🫡 I like the chance to run it back with $MTPLF Roughly XXX% from here (DLTR has been smashed since then 💀)" @80IQmindset on X 2025-07-12 13:14:09 UTC 24.2K followers, 3369 engagements
"Massive smash buy probably incoming the next couple of sessions. CmNAV XXX Bitcoin ripping faces off right now. The inefficiency in this market (in general) has changed some of our lives for years and it seems it continues - wow Im shocked. The lag of misunderstanding with MTPLF reminds me of 2017 bitcoin. The repricing will be be violent and the amateurs will be in the sidelines crying. And Capital Group + sharp money will continue to find their conviction and buy impatient traders that doesnt understand whats going on. $MTPLF / 3350.T" @80IQmindset on X 2025-07-11 05:56:40 UTC 24.2K followers, 33.6K engagements
"Still a 3x to ETH parity How is this even reality $MSTR" @80IQmindset on X 2025-07-14 15:38:44 UTC 24.2K followers, 4199 engagements
"@KristophJeffers @Metaplanet_JP Rolled my two boys IBIT/MSTR into MP around $6/share 🫡" @80IQmindset on X 2025-07-12 23:10:52 UTC 24.2K followers, XXX engagements
"This was the top tick of the summer run in 2024. CmNAV at the time was around XX. Fast forward to today and CmNAV is about to be XXX or less assuming potential future market activities if you will. 80%+ destruction of mNAV. Devastation. They were right about mNAV compression and you get rekt in mNAV terms. You shouldve listened to the experts. But wait theres more Share price in yen is now 1500+ (after the devastating pullback recently) So share price has done a 5x since then outpacing bitcoin and MSTR. Painful for me because I was max long MSTR back then and had X exposure to MTPLF / 3350.T" @80IQmindset on X 2025-07-13 01:00:23 UTC 24.2K followers, 11.8K engagements
"@saylor STRK STRF STRD ATMs $150-$200 million 🧐" @80IQmindset on X 2025-07-13 12:20:58 UTC 24.2K followers, 9301 engagements
"Capital Group lit the match Now the raging 🔥 starts 3350.T / $MTPLF" @80IQmindset on X 2025-07-13 13:19:47 UTC 24.2K followers, 15.5K engagements
"Sometimes theres 1080 reasons to take a LEAP of faith $MSTR" @80IQmindset on X 2025-07-14 09:47:09 UTC 24.2K followers, 6827 engagements
"Additionally I had to admit in Jan 2024 I was wrong doing the GBTC discount to NAV setup and not just buy MSTR I had to admit I was wrong in April not taking an overweight position on Metaplanet in 2024. Swallowing pride and changing on a dime is a skill that took me a long time to grasp" @80IQmindset on X 2025-07-12 19:25:04 UTC 24.2K followers, XXX engagements
"The next phase of our expansion. If it seems like prefs its probably prefs 🫡" @80IQmindset on X 2025-07-13 17:35:46 UTC 24.2K followers, 11.4K engagements
"@DylanLeClair_ @Metaplanet_JP You all and MSTR have the best pulse on the market unlike any other BTCTC out there" @80IQmindset on X 2025-07-16 16:25:02 UTC 24.2K followers, 2705 engagements
"Took 20g of creatine this AM. Ready for the day" @80IQmindset on X 2025-07-14 12:52:02 UTC 24.2K followers, 5989 engagements
"You dont have to get a read on Dylan Simon or the entire Metaplanet team. We know how they call their shots. $MTPLF" @80IQmindset on X 2025-07-10 16:03:35 UTC 24.2K followers, 6458 engagements
"@adam3us @ActuallyClimber @RoaringRagnar Right on schedule h/t @ActuallyClimber" @80IQmindset on X 2025-07-12 16:15:08 UTC 24.2K followers, 22.8K engagements
"@Nifty_Willy No public disclosures on a report of all positions Get a glimpse on the per company disclosures such as the screenshots shown" @80IQmindset on X 2025-07-13 23:20:20 UTC 24.2K followers, XXX engagements
"@nztester At least mine are bitcoin only Ive done something right" @80IQmindset on X 2025-07-13 19:18:31 UTC 24.2K followers, XXX engagements
"@VanNostrandPHD $XX million / coin figure was thrown around And we know more fiat will be printed into oblivion" @80IQmindset on X 2025-07-15 00:27:11 UTC 24.2K followers, XXX engagements
"Its almost as if $STRK and $STRF have been positive for the equity since their launch" @80IQmindset on X 2025-07-16 20:24:43 UTC 24.2K followers, 4835 engagements
"If Metaplanet mNAV hits 10-15 in a mania people will lose it on this app" @80IQmindset on X 2025-07-14 02:45:19 UTC 24.2K followers, 19.8K engagements
"Now do you believe me when I say theres a good chance Metaplanet gets to 100000 by January" @80IQmindset on X 2025-07-07 11:53:26 UTC 24.2K followers, 27K engagements
"Wonder if Jim is feeling it yet He might get a lesson in negative gamma vanna squeeze $MSTR" @80IQmindset on X 2025-07-14 14:16:41 UTC 24.2K followers, 2269 engagements
"@ActuallyClimber @teslabulltr 🤣 go to Starbucks Climb" @80IQmindset on X 2025-07-12 16:29:28 UTC 24.2K followers, XXX engagements
"@MisterMSTY Its funny - I sent someone a river link and said to look up $BTC or $IBIT" @80IQmindset on X 2025-07-13 19:14:03 UTC 24.2K followers, XXX engagements
"My Sub-Zero IQ Cup-and-Handle Pattern $MSTR" @80IQmindset on X 2025-07-10 11:03:33 UTC 24.2K followers, 8412 engagements
"Sadly I will be muting anyone who posts overnight $MSTR price action screenshots moving forward. Need to clear my timeline up and not jinx my degen 1080s from a couple weeks ago. Lets keep amateur hour at a min 😎" @80IQmindset on X 2025-07-14 00:42:22 UTC 24.2K followers, 6668 engagements
"@DylanLeClair_ @gerovich @Metaplanet_JP Masterclass" @80IQmindset on X 2025-07-16 16:14:39 UTC 24.2K followers, 2251 engagements
"In case youve ignored the last two Saylor breakdowns on prefs heres another shot $STRK $STRF $STRD" @80IQmindset on X 2025-07-07 19:02:37 UTC 24.2K followers, 1947 engagements
"@Dan_MTPLF @FlashGraph_ we need to turn this into a Metaplanet meme" @80IQmindset on X 2025-07-14 01:45:04 UTC 24.2K followers, XXX engagements
"@KristophJeffers Shes going to outperform nearly every hedge fund the next X years 😂" @80IQmindset on X 2025-07-14 00:14:51 UTC 24.2K followers, 1273 engagements
"@RichardByworth 1547Y strike reset now - with bitcoin tailwind running the likelihood share price strike should be longer period than it was last week so operations can escalate. Should be an interesting week" @80IQmindset on X 2025-07-14 12:15:45 UTC 24.2K followers, 1045 engagements
"@docstacks @DylanLeClair_ @Metaplanet_JP 🤣 just no unrealized gainz bro screenshots All else fair game" @80IQmindset on X 2025-07-16 16:56:06 UTC 24.2K followers, XXX engagements
"MP is the only bitcoin proxy play in Japan Im aware of. When you have a monopolistic play you win the game" @80IQmindset on X 2024-07-24 22:40:36 UTC 24.2K followers, 1748 engagements
"@nextlayercap He goes on to say that he had more investable assets in 3350 shares than Bitcoin That put me over the edge in April 🫡" @80IQmindset on X 2025-07-13 14:03:19 UTC 24.2K followers, XXX engagements
"All you had to do was shadow CG in early May instead of listening to spaces hosts calling for share price destruction because mNAV was going to X imminently 🤣 $MTPLF / 3350.T" @80IQmindset on X 2025-07-13 21:30:53 UTC 24.2K followers, 8800 engagements
"From a flywheel perspective the market is still discounting the effect of $STRK $STRF $STRD and future prefs. I do think theres an inflection point where the market puts a layer of extra mNAV premium due to the fact it accelerates their ability to buy more bitcoin at a higher velocity without diluting the common. At a X mNAV using a XX year time frame the BTC multiple is 3x for ATM / MSW vs 13.8x for STRF-like product. Massive accretion. Over a 4x delta between the ATM / MSW and straight perpetual preferred. All comes down to demand for the prefs. Once its there the game changes. And the" @80IQmindset on X 2025-07-01 11:19:11 UTC 24.2K followers, 5059 engagements
"IYKYK If you dont then your opinion doesnt matter. XX% have an opinion so thats the asymmetry. Starting to understand" @80IQmindset on X 2025-07-12 16:20:33 UTC 24.2K followers, 13.1K engagements
"Now that bitcoin is in price discovery mode I think its a tailwind to help keep share price about the moving strike. Share volume up EVO activity up velocity of bitcoin buying up. TLDR: More tranches coming" @80IQmindset on X 2025-07-14 03:39:24 UTC 24.2K followers, 6949 engagements
"@VizslaVizsla1 @ActuallyClimber @eragon_160 @LukeDavisgrey @vincent13031925 @adam3us Its a game And I was a gamer as kid. Poker pro in my 20s. Found bitcoin then GBTC / MSTR / MTPLF progression Thats why I do it" @80IQmindset on X 2025-07-13 18:54:48 UTC 24.2K followers, XXX engagements
"If youre a high-yield bond fund and youre not doing a deep dive on $STRD what exactly are you doing $XX below $XXX par 11%+ effective yield. Non-cumulative but I think Saylor and team will not actively try to miss a payment for the sake of their operation/credit ratings etc. obviously a rung lower on the capital stack. Arb seems to be there" @80IQmindset on X 2025-06-30 15:14:42 UTC 24.2K followers, 1685 engagements
"Step over Capital Group. NFS snatched XXXX% of the company. Retail panic selling shares to institutions is as old as the hills in Wall Street. Smart money is smart money for a reason. 3350.T / $MTPLF" @80IQmindset on X 2025-07-15 14:00:09 UTC 24.2K followers, 11.5K engagements
"Oh I get it. TradFi is slow motion so sometimes I get lost in translation. Market figuring out MSTR getting closer to S&P XXX inclusion. Which means higher credit ratings for STRF / STRK. Which means they can buy more bitcoin. Which means the credit ratings go higher. The picture has been painted you just have to be willing to open your eyes. STRF is investment grade AA at least imo so the arbitrage is starting to close. (Hint we all already knew this)" @80IQmindset on X 2025-06-30 14:15:29 UTC 24.2K followers, 3914 engagements
"Third tranche in for Capital Group since Q4 2024. They added another XXX million shares. 3350.T / $MTPLF" @80IQmindset on X 2025-07-08 12:02:43 UTC 24.2K followers, 43.4K engagements
"Metaplanet is dead tho. User65384 said so earlier. $MTPLF" @80IQmindset on X 2025-07-14 18:35:12 UTC 24.2K followers, 19.6K engagements
"Fair mNAV (red) has been a support area on previous mNAV compressions over the past year. .5x fair mNAV (yellow line) has never been tagged since the first ramp after they started their strategy. Credit: @TakaAnikuni 3350.T / $MTPLF" @80IQmindset on X 2025-07-16 01:15:17 UTC 24.2K followers, 10.2K engagements
"@saylor Any wealth in your life not in bitcoin is short bitcoin. Lesson here" @80IQmindset on X 2025-07-13 20:29:03 UTC 24.2K followers, 1602 engagements
"mNAV dropped Im devastated 3350.T / $MTPLF" @80IQmindset on X 2025-07-14 03:21:07 UTC 24.2K followers, 27.3K engagements
"@gerovich Someones at the door @vinz0r 👀" @80IQmindset on X 2025-06-23 03:09:27 UTC 24.2K followers, 17.5K engagements
"Study up 🫡 credit: @hiyoko_peep 3350.T / $MTPLF" @80IQmindset on X 2025-07-12 16:10:01 UTC 24.2K followers, 1635 engagements
"@grok @PunterJeff @RealJimChanos @PrestonPysh @Yungkingz__ @lowlevel10101 @fibbbtc @TIP_Network @BitcoinPierre @grok I have the majority of my net worth in bitcoin $MSTR and $MTPLF Is that crazy What do you think" @80IQmindset on X 2025-07-16 23:44:47 UTC 24.2K followers, 1460 engagements
"@grok @Eric_BIGfund @RealJimChanos @PrestonPysh @Yungkingz__ @lowlevel10101 @fibbbtc @TIP_Network @BitcoinPierre MSTR and MTPLF" @80IQmindset on X 2025-07-17 02:30:21 UTC 24.2K followers, XXX engagements
"Best performing pref in the market the last X months. And you figured it out early 🫡 $STRK" @80IQmindset on X 2025-07-09 13:36:30 UTC 24.2K followers, 2402 engagements
"MSW reset engaged = 1578Y Ready for the next tranche 👀 3350.T / $MTPLF" @80IQmindset on X 2025-07-04 13:42:01 UTC 24.2K followers, 2076 engagements
"@RoaringRagnar They cant raise funds since price is below the strike Asymmetry 🤣" @80IQmindset on X 2025-07-16 07:08:07 UTC 24.2K followers, 1856 engagements
"I prefer my dividend equities to rip pre-market $STRK $STRF" @80IQmindset on X 2025-07-09 13:25:05 UTC 24.2K followers, 1976 engagements
"@HermesLux @AndrysCharlie Its just funny how crazy people say you are if you believe this but I actually believe Saylor and Phong understand their business and how things will shake out over the next five years+" @80IQmindset on X 2025-07-15 02:47:02 UTC 24.2K followers, XXX engagements
/creator/twitter::80IQmindset