[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.] #  @BeenThereCap ₿ΞΞnThereDoneThat Capital 賢い ₿ΞΞnThereDoneThat Capital 賢い posts on X about china, $clmt, silver, $aspi the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::308741385/interactions)  - X Week XXXXXX +315% - X Month XXXXXXX +124% - X Months XXXXXXX +16% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::308741385/posts_active)  - X Week XX +17% - X Month XXX +20% - X Months XXX +39% - X Year XXX -XX% ### Followers: XXXXX [#](/creator/twitter::308741385/followers)  - X Week XXXXX +0.03% - X Month XXXXX +1.90% - X Months XXXXX -XXXX% - X Year XXXXX +0.10% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::308741385/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [china](/topic/china) 4.26%, [$clmt](/topic/$clmt) 4.26%, [silver](/topic/silver) 4.26%, [$aspi](/topic/$aspi) 2.13%, [investment](/topic/investment) 2.13%, [$lmt](/topic/$lmt) 2.13%, [gas](/topic/gas) 2.13%, [$stng](/topic/$stng) 2.13%, [strong](/topic/strong) 2.13%, [balance sheet](/topic/balance-sheet) XXXX% **Top accounts mentioned or mentioned by** [@toiletkingcap](/creator/undefined) [@zerosumgame33](/creator/undefined) [@agnostoxxx](/creator/undefined) [@johnhempton](/creator/undefined) [@cliffordasness](/creator/undefined) [@casperj33081634](/creator/undefined) [@hedgefundgirl](/creator/undefined) [@hedge_fundgirl](/creator/undefined) [@bushwoodcap](/creator/undefined) **Top assets mentioned** [Limitus (LMT)](/topic/$lmt) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Altice USA, Inc. Class A Common Stock (ATUS)](/topic/$atus) [Sweetgreen, Inc. (SG)](/topic/$sg) [Simplify Macro Strategy ETF (FIG)](/topic/$fig) [Microsoft Corp. (MSFT)](/topic/microsoft) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Limitless (LMTS)](/topic/$lmts) [TARIFF MAN (BILLIONS)](/topic/$billions) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last XX hours "Here is a new example of Trump grift that I now expect for $ASPI after the Trump sons recent investment in $ASPI. A small rare earths startup won a big government contract and loan X months after Trump Jrs VC fund had invested in it. Its his funds 4th govt win this year" [X Link](https://x.com/BeenThereCap/status/1996226487897272343) 2025-12-03T14:34Z 8981 followers, 11.4K engagements "(2) What if $LMT actually is in possession of a "warp drive" that "bends space-time" to allow "instant acceleration" to 60000 mph How many years until they reverse-engineer it 2/2" [X Link](https://x.com/BeenThereCap/status/1995912442400932170) 2025-12-02T17:46Z 8981 followers, XXX engagements "The White House's new National Security Strategy document is I hope the peak critique of Europoor. It's extremely harsh (relative to most public government statements about peers) and overstated but also - to use a common strategy-consulting phrase - directionally correct" [X Link](https://x.com/BeenThereCap/status/1997056134180413807) 2025-12-05T21:31Z 8981 followers, 1877 engagements "I assume autos are already making a big contribution. When I was a major LatAm city last summer XX% of the cars I saw were Chinese. And that was mostly gas models; the shift to EVs will hasten the shift to China cars. 2/3" [X Link](https://x.com/BeenThereCap/status/1998082879948292172) 2025-12-08T17:30Z 8981 followers, XXX engagements "Every earnings call ever for a tanker company with a strong balance sheet (currently $STNG): Q: What are you going to do with the cash Buy ships buy back stock higher dividend A: We won't tell you Q: When do buybacks "enter the equation" A: Buybacks are always. 1/2" [X Link](https://x.com/BeenThereCap/status/1983893484483363045) 2025-10-30T13:47Z 8977 followers, 1074 engagements "@agnostoxxx I remember in our time when a very very good and prominent fund manager pitched me $ATUS near $XX. (Now $X a few years later.)" [X Link](https://x.com/BeenThereCap/status/1985706258050035837) 2025-11-04T13:50Z 8980 followers, XXX engagements "$SG down another XX% to $XXXX on 3Q same-store sales of -XXX% and -XX% EBIT margins (down from -XX% YoY). I covered my short at $13-25 (at 25+% profits for each tranche) because my bear case did not include a collapse in customer traffic without a recession. Wow" [X Link](https://x.com/BeenThereCap/status/1986583233975222576) 2025-11-06T23:55Z 8979 followers, 1923 engagements "Remember X months ago when Figma $FIG priced its IPO at $33/share the stock opened at $XX and it peaked at $XXX the next day I hadn't; I needed someone else here to mention it. Now it's at $XX. That IPO seems so long ago" [X Link](https://x.com/BeenThereCap/status/1992003079240319261) 2025-11-21T22:51Z 8977 followers, 2225 engagements "$CLMT: Super-Important If True. I have had a longstanding $13/share $CLMT position on the following theses: X. Montana conversion to RD then SAF then more SAF then more SAF (3/4 ✅) X. Super-low-cost DOE loan to pay for it ✅ X. RD/SAF market recovery (imminent) 1/3" [X Link](https://x.com/BeenThereCap/status/1995894574103838899) 2025-12-02T16:35Z 8979 followers, 2449 engagements "$CLMT share value when all X theses play out: $40-50 $CLMT has latedly added: X. RD-to-SAF capex cost is a small fraction of what was expected @Zerosumgame33 is spelling out a huge new thesis in this & other posts: X. $CLMT SAF tech gives it a massive cost advantage 2/3" [X Link](https://x.com/BeenThereCap/status/1995894575592853890) 2025-12-02T16:35Z 8980 followers, XXX engagements "Just another day with major stock indexes near flat & 1/3 of my longs & shorts up 4-7% on no news. 🤷♂ There's little apparent rhyme or reason to which stocks/industries. The group includes homebuilding home sales internet-of-things offshore oil rigs and a hydrogen shitco 🤷♂" [X Link](https://x.com/BeenThereCap/status/1996279761509704142) 2025-12-03T18:05Z 8977 followers, 1042 engagements "#silver's price should quickly fall another X% back to $XX and some of you will be genuinely sad and I will show you this YTD chart of silver and say get a grip you degen" [X Link](https://x.com/BeenThereCap/status/1996592009717411930) 2025-12-04T14:46Z 8977 followers, 1699 engagements "That photo would make a great Microsoft Teams background" [X Link](https://x.com/BeenThereCap/status/1996725352954052885) 2025-12-04T23:36Z 8980 followers, 2866 engagements "@Hedge_FundGirl *Former* major. Partly because of the owners" [X Link](https://x.com/BeenThereCap/status/1997049387554312439) 2025-12-05T21:04Z 8978 followers, XXX engagements "My chart of the day. Wow. Sure I knew Korean retail investors had become *a* factor in pumping the meme stocks and no-revenue wishco stocks. But not *this big* of a factor. Korean trading volumes in U.S. markets have exploded. 1/3" [X Link](https://x.com/BeenThereCap/status/1988744941082931624) 2025-11-12T23:05Z 8978 followers, 146.4K engagements "Hey @toiletkingcap how is it that you have not opined on the ridiculousness of the United Site Services Inc. continuation PE fund Total fail. I saw the Bloomberg story last week; today we get the Matt Levine recap. Links in the next tweets" [X Link](https://x.com/BeenThereCap/status/1995591625805017194) 2025-12-01T20:31Z 8977 followers, 1535 engagements "I vividly remember X years ago the investor fear that higher bond yields in China would entice investors away from U.S. bonds and lead to structurally higher U.S. yields. So much for *that* fear. Even Japan is higher now" [X Link](https://x.com/BeenThereCap/status/1995863543980433630) 2025-12-02T14:32Z 8978 followers, XXX engagements "I love this: The Value Investors Club message board for Lockheed Martin now has a 13-post thread discussing the implications for $LMT's value if the government announces all the UFO claims are true. I.e.: (1) What if that's where Skunkworks got all its cutting-edge tech 1/2" [X Link](https://x.com/BeenThereCap/status/1995912441172017241) 2025-12-02T17:46Z 8981 followers, 1084 engagements "The yield on Japanese 10-year government bonds hit an 18-year high today. Legions of macro traders lost tens of $billions betting on this outcome starting in 2003. It's the all time greatest trading example of "if you're early you're wrong." Some were XX YEARS early" [X Link](https://x.com/BeenThereCap/status/1996629542459658463) 2025-12-04T17:15Z 8981 followers, XXX engagements "In the last XX minutes stock indexes declined modestly but gold silver PM miners and bitcoin fell *hard.* Anyone know why I haven't seen anything" [X Link](https://x.com/BeenThereCap/status/1996981751277568498) 2025-12-05T16:35Z 8981 followers, 2992 engagements "Based on the timing the PM/bitcoin falls were primarily caused by a PCE report for *September* that had *good* month-over-month inflation numbers September shouldn't matter the YoY numbers should matter and the algos are way too trigger happy these days. (In both directions.)" [X Link](https://x.com/BeenThereCap/status/1997099738336752125) 2025-12-06T00:24Z 8981 followers, XXX engagements "Now add green energy products (solar wind batteries etc.) Those two categories alone are probably enough to keep China's exports growing strongly. 3/3" [X Link](https://x.com/BeenThereCap/status/1998082881609138635) 2025-12-08T17:30Z 8981 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.]
@BeenThereCap ₿ΞΞnThereDoneThat Capital 賢い
₿ΞΞnThereDoneThat Capital 賢い posts on X about china, $clmt, silver, $aspi the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +315%
- X Month XXXXXXX +124%
- X Months XXXXXXX +16%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX +17%
- X Month XXX +20%
- X Months XXX +39%
- X Year XXX -XX%
Followers: XXXXX #
- X Week XXXXX +0.03%
- X Month XXXXX +1.90%
- X Months XXXXX -XXXX%
- X Year XXXXX +0.10%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% cryptocurrencies XXXX% stocks XXXX% countries XXXX% technology brands XXXX% social networks XXXX%
Social topic influence china 4.26%, $clmt 4.26%, silver 4.26%, $aspi 2.13%, investment 2.13%, $lmt 2.13%, gas 2.13%, $stng 2.13%, strong 2.13%, balance sheet XXXX%
Top accounts mentioned or mentioned by @toiletkingcap @zerosumgame33 @agnostoxxx @johnhempton @cliffordasness @casperj33081634 @hedgefundgirl @hedge_fundgirl @bushwoodcap
Top assets mentioned Limitus (LMT) Scorpio Tankers Inc. (STNG) Altice USA, Inc. Class A Common Stock (ATUS) Sweetgreen, Inc. (SG) Simplify Macro Strategy ETF (FIG) Microsoft Corp. (MSFT) Lockheed Martin Corporation (LMT) Limitless (LMTS) TARIFF MAN (BILLIONS) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last XX hours
"Here is a new example of Trump grift that I now expect for $ASPI after the Trump sons recent investment in $ASPI. A small rare earths startup won a big government contract and loan X months after Trump Jrs VC fund had invested in it. Its his funds 4th govt win this year"
X Link 2025-12-03T14:34Z 8981 followers, 11.4K engagements
"(2) What if $LMT actually is in possession of a "warp drive" that "bends space-time" to allow "instant acceleration" to 60000 mph How many years until they reverse-engineer it 2/2"
X Link 2025-12-02T17:46Z 8981 followers, XXX engagements
"The White House's new National Security Strategy document is I hope the peak critique of Europoor. It's extremely harsh (relative to most public government statements about peers) and overstated but also - to use a common strategy-consulting phrase - directionally correct"
X Link 2025-12-05T21:31Z 8981 followers, 1877 engagements
"I assume autos are already making a big contribution. When I was a major LatAm city last summer XX% of the cars I saw were Chinese. And that was mostly gas models; the shift to EVs will hasten the shift to China cars. 2/3"
X Link 2025-12-08T17:30Z 8981 followers, XXX engagements
"Every earnings call ever for a tanker company with a strong balance sheet (currently $STNG): Q: What are you going to do with the cash Buy ships buy back stock higher dividend A: We won't tell you Q: When do buybacks "enter the equation" A: Buybacks are always. 1/2"
X Link 2025-10-30T13:47Z 8977 followers, 1074 engagements
"@agnostoxxx I remember in our time when a very very good and prominent fund manager pitched me $ATUS near $XX. (Now $X a few years later.)"
X Link 2025-11-04T13:50Z 8980 followers, XXX engagements
"$SG down another XX% to $XXXX on 3Q same-store sales of -XXX% and -XX% EBIT margins (down from -XX% YoY). I covered my short at $13-25 (at 25+% profits for each tranche) because my bear case did not include a collapse in customer traffic without a recession. Wow"
X Link 2025-11-06T23:55Z 8979 followers, 1923 engagements
"Remember X months ago when Figma $FIG priced its IPO at $33/share the stock opened at $XX and it peaked at $XXX the next day I hadn't; I needed someone else here to mention it. Now it's at $XX. That IPO seems so long ago"
X Link 2025-11-21T22:51Z 8977 followers, 2225 engagements
"$CLMT: Super-Important If True. I have had a longstanding $13/share $CLMT position on the following theses: X. Montana conversion to RD then SAF then more SAF then more SAF (3/4 ✅) X. Super-low-cost DOE loan to pay for it ✅ X. RD/SAF market recovery (imminent) 1/3"
X Link 2025-12-02T16:35Z 8979 followers, 2449 engagements
"$CLMT share value when all X theses play out: $40-50 $CLMT has latedly added: X. RD-to-SAF capex cost is a small fraction of what was expected @Zerosumgame33 is spelling out a huge new thesis in this & other posts: X. $CLMT SAF tech gives it a massive cost advantage 2/3"
X Link 2025-12-02T16:35Z 8980 followers, XXX engagements
"Just another day with major stock indexes near flat & 1/3 of my longs & shorts up 4-7% on no news. 🤷♂ There's little apparent rhyme or reason to which stocks/industries. The group includes homebuilding home sales internet-of-things offshore oil rigs and a hydrogen shitco 🤷♂"
X Link 2025-12-03T18:05Z 8977 followers, 1042 engagements
"#silver's price should quickly fall another X% back to $XX and some of you will be genuinely sad and I will show you this YTD chart of silver and say get a grip you degen"
X Link 2025-12-04T14:46Z 8977 followers, 1699 engagements
"That photo would make a great Microsoft Teams background"
X Link 2025-12-04T23:36Z 8980 followers, 2866 engagements
"@Hedge_FundGirl Former major. Partly because of the owners"
X Link 2025-12-05T21:04Z 8978 followers, XXX engagements
"My chart of the day. Wow. Sure I knew Korean retail investors had become a factor in pumping the meme stocks and no-revenue wishco stocks. But not this big of a factor. Korean trading volumes in U.S. markets have exploded. 1/3"
X Link 2025-11-12T23:05Z 8978 followers, 146.4K engagements
"Hey @toiletkingcap how is it that you have not opined on the ridiculousness of the United Site Services Inc. continuation PE fund Total fail. I saw the Bloomberg story last week; today we get the Matt Levine recap. Links in the next tweets"
X Link 2025-12-01T20:31Z 8977 followers, 1535 engagements
"I vividly remember X years ago the investor fear that higher bond yields in China would entice investors away from U.S. bonds and lead to structurally higher U.S. yields. So much for that fear. Even Japan is higher now"
X Link 2025-12-02T14:32Z 8978 followers, XXX engagements
"I love this: The Value Investors Club message board for Lockheed Martin now has a 13-post thread discussing the implications for $LMT's value if the government announces all the UFO claims are true. I.e.: (1) What if that's where Skunkworks got all its cutting-edge tech 1/2"
X Link 2025-12-02T17:46Z 8981 followers, 1084 engagements
"The yield on Japanese 10-year government bonds hit an 18-year high today. Legions of macro traders lost tens of $billions betting on this outcome starting in 2003. It's the all time greatest trading example of "if you're early you're wrong." Some were XX YEARS early"
X Link 2025-12-04T17:15Z 8981 followers, XXX engagements
"In the last XX minutes stock indexes declined modestly but gold silver PM miners and bitcoin fell hard. Anyone know why I haven't seen anything"
X Link 2025-12-05T16:35Z 8981 followers, 2992 engagements
"Based on the timing the PM/bitcoin falls were primarily caused by a PCE report for September that had good month-over-month inflation numbers September shouldn't matter the YoY numbers should matter and the algos are way too trigger happy these days. (In both directions.)"
X Link 2025-12-06T00:24Z 8981 followers, XXX engagements
"Now add green energy products (solar wind batteries etc.) Those two categories alone are probably enough to keep China's exports growing strongly. 3/3"
X Link 2025-12-08T17:30Z 8981 followers, XXX engagements