# ![@CapQka Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1157031534832115729.png) @CapQka Qka

Qka posts on X about $wing, bitcoin, $btc, $wings the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1157031534832115729/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1157031534832115729/c:line/m:interactions.svg)

- [--] Week [-----] +798%
- [--] Month [-----] +671%
- [--] Months [------] -9.10%
- [--] Year [------] +86%

### Mentions: [--] [#](/creator/twitter::1157031534832115729/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1157031534832115729/c:line/m:posts_active.svg)

- [--] Months [--] -11%
- [--] Year [---] -6.40%

### Followers: [---] [#](/creator/twitter::1157031534832115729/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1157031534832115729/c:line/m:followers.svg)

- [--] Week [---] +2.80%
- [--] Month [---] +0.46%
- [--] Months [---] -6.10%
- [--] Year [---] +18%

### CreatorRank: undefined [#](/creator/twitter::1157031534832115729/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1157031534832115729/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  80% [stocks](/list/stocks)  48% [finance](/list/finance)  36% [countries](/list/countries)  5% [exchanges](/list/exchanges)  2% [celebrities](/list/celebrities)  1% [technology brands](/list/technology-brands)  1% [automotive brands](/list/automotive-brands)  1% [currencies](/list/currencies)  1%

**Social topic influence**
[$wing](/topic/$wing) 38%, [bitcoin](/topic/bitcoin) 32%, [$btc](/topic/$btc) 26%, [$wings](/topic/$wings) 4%, [money](/topic/money) 4%, [$mstr](/topic/$mstr) 4%, [liquidity](/topic/liquidity) 4%, [debt](/topic/debt) 3%, [in the](/topic/in-the) 3%, [history](/topic/history) 2%

**Top accounts mentioned or mentioned by**
[@kofinas](/creator/undefined) [@lukegromen](/creator/undefined) [@martyrmade](/creator/undefined) [@wingstop](/creator/undefined) [@scottmelker](/creator/undefined) [@intangiblecoins](/creator/undefined) [@saylor](/creator/undefined) [@elicalebon](/creator/undefined) [@comicdavesmith](/creator/undefined) [@therealfly](/creator/undefined) [@watcherguru](/creator/undefined) [@coinbase](/creator/undefined) [@jessefelder](/creator/undefined) [@wallstengine](/creator/undefined) [@usjewishdems](/creator/undefined) [@troweprice](/creator/undefined) [@autismcapital](/creator/undefined) [@ghburnscfa](/creator/undefined) [@dimartinobooth](/creator/undefined) [@realdonaldtrump](/creator/undefined)

**Top assets mentioned**
[Wing Finance (WING)](/topic/$wing) [Bitcoin (BTC)](/topic/bitcoin) [Wings (WINGS)](/topic/$wings) [Strategy (MSTR)](/topic/$mstr) [BTCS Inc. (BTCS)](/topic/$btcs) [Coinbase Global Inc. (COIN)](/topic/coinbase) [BlackRock Inc (BLK)](/topic/blackrock) [CAVA Group, Inc. (CAVA)](/topic/$cava) [SPDR GOLD ETF (GLD)](/topic/$gld) [Ethereum (ETH)](/topic/$eth) [Solana (SOL)](/topic/$sol) [Shoulder Innovations, Inc. (SI)](/topic/$si) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I'm just beginning to dig into $WING's 3Q25 earnings and some weird stuff going on here. For one how do your company-owned restaurants sales go up 3.8% yoy in the quarter but your cost of sales go down 0.1% yoy In an inflationary environment"  
[X Link](https://x.com/CapQka/status/2016561074003226935)  2026-01-28T17:16Z [---] followers, [--] engagements


"2/ $WING reported nearly 70% incremental operating margins. $0.69 of every incremental $1.00 of revenue dropped down to operating income. What (Revenue rose $13.2M yoy and operating income rose $9.1M yoy). The most operating leverage in restaurant history folks"  
[X Link](https://x.com/CapQka/status/2016562651325673714)  2026-01-28T17:22Z [---] followers, [--] engagements


"4/ the Income Statement tells a clear story: revenue growth is decelerating rapidly so there's been a shift to profitability (and all the questionable accounting nonsense that comes with that)"  
[X Link](https://x.com/CapQka/status/2016566143029244278)  2026-01-28T17:36Z [---] followers, [--] engagements


"Further if #Bitcoin is global money for the people not necessarily the global elite then $BTC selling pressure may reflect deteriorating economic conditions for the normal/little guy. When you need $ you sell what little you have"  
[X Link](https://x.com/CapQka/status/2019408909060944196)  2026-02-05T13:52Z [---] followers, [--] engagements


"This is correct. If anything will get #Bitcoin core's attention that quantum needs to be addressed asap (at the very least a roadmap published far and wide with a podcast media tour publicity blitz) this price collapse will. Doesn't matter if quantum is material or not now. The silver lining of price action is that it will be a forcing function for quantum resistance on BTC and innovation in crypto. Might be a point of max opportunity soon just as everyone has looked away and left. The silver lining of price action is that it will be a forcing function for quantum resistance on BTC and"  
[X Link](https://x.com/CapQka/status/2019477204724257242)  2026-02-05T18:24Z [---] followers, [--] engagements


"@kofinas These emails confirm everything @martyrmade already concluded years ago. The circumstantial evidence/fact pattern all point to the same thing: money laundering/tax evasion for the elite/Intel communities mixed w/ honey trapping to gain leverage over those same groups"  
[X Link](https://x.com/CapQka/status/2020494704429957471)  2026-02-08T13:47Z [---] followers, [----] engagements


"@wingstop $WING not adjusting their estimated delivery times for a huge super bowl demand surge. Wouldn't have ordered if I knew I'd be waiting this long. These guys know how to lose a customer. I was never short the stock on service concerns but I guess add that to the list"  
[X Link](https://x.com/CapQka/status/2020630265513848966)  2026-02-08T22:46Z [---] followers, [--] engagements


"Do not order @wingstop tonight omg"  
[X Link](https://x.com/CapQka/status/2020638728050618408)  2026-02-08T23:19Z [---] followers, [--] engagements


"When get rich is dead on. MICHAEL SAYLOR WRECKS SHAREHOLDERS WITH WOST BITCOIN BUY EVER https://t.co/AVWNU7ksle MICHAEL SAYLOR WRECKS SHAREHOLDERS WITH WOST BITCOIN BUY EVER https://t.co/AVWNU7ksle"  
[X Link](https://x.com/CapQka/status/2020960115118178773)  2026-02-09T20:36Z [---] followers, [--] engagements


"$WING #Wingstop hitting those of us who waited 2+ hours for our Super Bowl orders with a free meal. Would have been better to provide accurate delivery estimates though My estimated delivery time when I ordered was 25-40 minutes. I guess this is some kind of mea culpa"  
[X Link](https://x.com/CapQka/status/2021623775926825153)  2026-02-11T16:34Z [---] followers, [--] engagements


"$WING plummeting today on some combo of short interest having declined [------] shares and earnings coming up soon. Would love to add to my short but leery of doing so while short interest remains above 3MM"  
[X Link](https://x.com/CapQka/status/2021627019151208755)  2026-02-11T16:46Z [---] followers, [--] engagements


"@elicalebon @ComicDaveSmith This is so good. Just take your ass-whupping and go home. America shouldn't be involved in the Middle East. We can be sympathetic to oppressed people's there but it's not our problem to fix. It's theirs"  
[X Link](https://x.com/CapQka/status/1939284213343150324)  2025-06-29T11:26Z [---] followers, [--] engagements


"The most probable explanation for the #EpsteinCoverUp #EpsteinFiles is that Israeli intelligence has dirt on Trump & is dictating his actions in the MidEast. They'll keep their dirt under wraps and Trump will keep our DoJ from revealing anything as long as Trump is their bitch"  
[X Link](https://x.com/CapQka/status/1943086638311039097)  2025-07-09T23:15Z [---] followers, [--] engagements


"@The_Real_Fly 1) wars proliferating not stopping 2) fiscal deficit will balloon under BBB not getting our finances in order as promised 3) starting a new war in Iran Israel's bitch 4) deporting non-criminal illegals and not the criminal ones 5) Epstein 6) Economy shaky not getting better"  
[X Link](https://x.com/CapQka/status/1944467938746224998)  2025-07-13T18:44Z [---] followers, [--] engagements


"@WatcherGuru @coinbase Problem is they're probably using these loans to just buy more $BTC rinse repeat"  
[X Link](https://x.com/CapQka/status/1944945565411975519)  2025-07-15T02:22Z [---] followers, [--] engagements


"@jessefelder #Bitcoin Treasury co investors are paying a NAV premium because: 1) public cos have access to far cheaper debt than individual investors so ROE is skewed higher. 2) these $BTC cos may be the "central banks" of the future with requisite profitable service offerings"  
[X Link](https://x.com/CapQka/status/1946933187654853018)  2025-07-20T14:00Z [---] followers, [--] engagements


"$WING same store sales and net income declined on a yoy basis and the stock is up The stock is priced for continued growth which is not being delivered. Still a raging short"  
[X Link](https://x.com/CapQka/status/1950523195301192077)  2025-07-30T11:45Z [---] followers, [---] engagements


"@wallstengine For a company who's valuation is pricing in high revenue earnings and cash flow growth $WING totally failed to deliver in 2Q. EPS would have declined yoy if not for share buybacks. Weak consumer weighing on same store sales growth. Their guidance will be very difficult"  
[X Link](https://x.com/CapQka/status/1950524126151491961)  2025-07-30T11:49Z [---] followers, [---] engagements


"$WING reiterated same store sales growth guidance of 1% for [----] but that seems like a steep hill to climb after -1.9% in 2Q25 especially in light of a weakening consumer. My guess is mgmt eventually guides lower they just havent thrown in the towel yet"  
[X Link](https://x.com/CapQka/status/1950534287700234378)  2025-07-30T12:29Z [---] followers, [---] engagements


"The fundamental problem $WING faces is that the costs of labor & chicken are rising faster than they can raise prices. Their core consumer is younger singles with declining discretionary income for ordering out. They're not catering to the luxury non-price sensitive consumer"  
[X Link](https://x.com/CapQka/status/1950544840304824357)  2025-07-30T13:11Z [---] followers, [---] engagements


"$WING shares short is around [----] million shares. Diluted shares out is around [--] million as of 2Q25 of which at least 6-7 million are held by ETF sponsors Blackrock & Vanguard. So this number of shares short could be a significant percentage of tradable shares maybe 10% or so"  
[X Link](https://x.com/CapQka/status/1950554593500520817)  2025-07-30T13:50Z [---] followers, [--] engagements


"The most important $WING 2Q25 takeaway Systemwide restaurants grew 20% yoy but the company made LESS money. They can grow units/restaurants all they want but if it doesn't add to profitability then you eventually just end of with a bloated over-leveraged mess"  
[X Link](https://x.com/CapQka/status/1950569949107454253)  2025-07-30T14:51Z [---] followers, [--] engagements


"$WING mgmt being coy about the measurable impact of smart kitchen. I think they said a mid-single digit increase in sales growth But if over a thousand restaurants already have smart kitchen then the financial results should be apparent by now if they were meaningful"  
[X Link](https://x.com/CapQka/status/1950570542999703813)  2025-07-30T14:53Z [---] followers, [--] engagements


"The question that needs to be asked of $WING mgmt is: "If your growth strategy is predicated on unit growth and your units grew 20% yoy in 2Q25 w/out delivering any incremental profits why would another 20% unit growth contribute to profitability What's going to change""  
[X Link](https://x.com/CapQka/status/1950591257929036187)  2025-07-30T16:16Z [---] followers, [---] engagements


"If I am $WING management I'm dumping shares onto these fools"  
[X Link](https://x.com/CapQka/status/1952373715229905060)  2025-08-04T14:19Z [---] followers, [---] engagements


"Still modeling $WING but initial impressions are ugly: - mgmt stock-based comp seems high - mgmt levered up to fund expansion & buybacks - but margins squeezed by higher labor/food costs - so expansion isnt profitable - may run short on cash to fund expansion/buybacks next yr"  
[X Link](https://x.com/CapQka/status/1952380066962214976)  2025-08-04T14:44Z [---] followers, [---] engagements


"All this with a backdrop of a weakening consumer. What happens when $WING goes to raise additional debt or equity and the market analyzes what was accomplished with the incremental $500MM raised in [----] (profitless growth and stock buybacks making mgmt wealthy). Not a good look"  
[X Link](https://x.com/CapQka/status/1952380068388381142)  2025-08-04T14:44Z [---] followers, [--] engagements


"@USJewishDems You're a disgrace to America and Jews everywhere. Zionism = KKK for Jews"  
[X Link](https://x.com/CapQka/status/1953632136667291826)  2025-08-08T01:39Z [---] followers, [--] engagements


"$WING testing support. Still holding my short but hoping to add at higher prices. Stock is so thinly traded that it moves around a lot. Massive bid-ask spread not a good liquidity signal"  
[X Link](https://x.com/CapQka/status/1953843951330267590)  2025-08-08T15:41Z [---] followers, [--] engagements


"Short interest in $WING has increased to 1.87MM from 1.67MM a positive for the stock. Probably why the stock is rallying last few days. Need to push back above $370 to squeeze the shorts would short more above $400 hopefully coinciding with shorts covering"  
[X Link](https://x.com/CapQka/status/1955277317854421493)  2025-08-12T14:36Z [---] followers, [--] engagements


"$CAVA experiencing the same same-store sales deceleration as $WING a negative read-across. Fortunately for $WING fundamentals are not driving the stock; it's the battle between shorts & company mgmt/short-squeezers that's driving price. Fundamentals prevail.eventually"  
[X Link](https://x.com/CapQka/status/1955618808477167687)  2025-08-13T13:13Z [---] followers, [--] engagements


"$WING breaks and confirms under purple line and we may see the longs flee their position a bit. Unfortunately short interest is still pretty high I'm so not adding to the short here. Would like to add around $400. Owning calls as a hedge"  
[X Link](https://x.com/CapQka/status/1958151704576401852)  2025-08-20T12:58Z [---] followers, [--] engagements


"Bears/bulls fighting over the orange line $BTC #Bitcoin"  
[X Link](https://x.com/CapQka/status/1958163907106742565)  2025-08-20T13:47Z [---] followers, [--] engagements


"#Gold $IAU $GLD breaking out. A must own in every portfolio"  
[X Link](https://x.com/CapQka/status/1962848189985198483)  2025-09-02T12:00Z [---] followers, [--] engagements


"A little surprised with $WING's weak performance given the increased short interest. To me this stock is very simple: a battle between mgmt/momentum and shorts"  
[X Link](https://x.com/CapQka/status/1963610631136850199)  2025-09-04T14:30Z [---] followers, [--] engagements


"Remember that time the $WING #Wingstop SVP of US Franchise Operations & Development sold all -- ALL -- of her shares in the company They say "there are many reasons to sell but only one reason to buy".but that is not always true"  
[X Link](https://x.com/CapQka/status/1965414383682834560)  2025-09-09T13:57Z [---] followers, [---] engagements


"#Wingstop $WING is a case study in how company management can effectively use share buybacks to spark a momentum rally in a thinly-traded highly-shorted stock while simultaneously offloading their shares to suckers at the ensuing extreme valuation"  
[X Link](https://x.com/CapQka/status/1965415313597759875)  2025-09-09T14:01Z [---] followers, [---] engagements


"What the heck @TRowePrice doing buying up 7.7% of $WING These guys better offload into the company-sparked short squeezes in this stock or they're gonna get burned. Valuation still matters.eventually"  
[X Link](https://x.com/CapQka/status/1965415895733600447)  2025-09-09T14:03Z [---] followers, [---] engagements


"At it's heart the $WING #Wingstop short thesis is first an employment and consumer weakness story and second an extreme valuation story"  
[X Link](https://x.com/CapQka/status/1965424402998407247)  2025-09-09T14:37Z [---] followers, [--] engagements


"If $WING breaks below $280 and confirms we're probably going down to $245 minimum"  
[X Link](https://x.com/CapQka/status/1965784338559029761)  2025-09-10T14:28Z [---] followers, [---] engagements


"$WING still hasn't traded today and its bid-ask spread is nearly 1%. This security is more illiquid than #BTC. Not good. Moves higher and lower can be very sudden"  
[X Link](https://x.com/CapQka/status/1966134750235734034)  2025-09-11T13:40Z [---] followers, [--] engagements


"What we're witnessing with $WING is a highly illiquid stock that's been propped up by management stock buybacks. When the floors drops out it can be sudden. With that said if management steps back in with more buybacks the rebounds can be vicious too. $245 looks logical here"  
[X Link](https://x.com/CapQka/status/1966512086390820983)  2025-09-12T14:39Z [---] followers, [---] engagements


"Someone (management) has been smash-buying $WING at the end of each trading day. (Note that high end of day volume corresponds with a green candle so price rose on high volume in the last minutes of trading)"  
[X Link](https://x.com/CapQka/status/1966516832346476710)  2025-09-12T14:58Z [---] followers, [---] engagements


"Would love to hear the buy rationale from someone buying $WING right now"  
[X Link](https://x.com/CapQka/status/1967955677240049942)  2025-09-16T14:16Z [---] followers, [--] engagements


"We could head down to $210 and $WING would still be massively overvalued. I'll start covering around $245 though. Not financial advice"  
[X Link](https://x.com/CapQka/status/1967957928146767895)  2025-09-16T14:25Z [---] followers, [--] engagements


"@AutismCapital Religion does not equal morality. A cursery study of history makes that crystal clear"  
[X Link](https://x.com/CapQka/status/1972391891078660301)  2025-09-28T20:04Z [---] followers, [----] engagements


"I've been watching #Bitcoin for [--] years and never seen anything like this. Bid-ask spread hot over $500. Totally illiquid. $BTC"  
[X Link](https://x.com/CapQka/status/1976759980767297979)  2025-10-10T21:21Z [---] followers, [---] engagements


"@scottmelker Dude basically everything that isn't $BTC and maybe $ETH and $SOL has no real utility. While Any of them have any value BTC will be held back"  
[X Link](https://x.com/CapQka/status/1976819976100307232)  2025-10-11T01:19Z [---] followers, [---] engagements


"@GHBurnsCFA @DiMartinoBooth @LukeGromen @realDonaldTrump Yeah I agree. But I'm still shocked when futures pop. If you haven't already read all of Mark Carneys speech in JH bro. It's crazy talk for a central banker.you know the truth"  
[X Link](https://x.com/CapQka/status/1165976333991776256)  2019-08-26T13:16Z [---] followers, [--] engagements


"@LukeGromen Great find. What I disagree with in this article and Carneys speech is basing this intl reserve currency on a basket of fiat govt currencies. Once we create a new reserve currency especially if digital the next logical step is to not peg it to anything especially fiat"  
[X Link](https://x.com/CapQka/status/1165984484359122944)  2019-08-26T13:48Z [---] followers, [--] engagements


"@bonker99 @LukeGromen @bonker99 read Carneys speech. As long as USD dominates global trade and financing of companies everywhere the US is in a position to dictate (at least relative to everyone else)"  
[X Link](https://x.com/CapQka/status/1165985627856416768)  2019-08-26T13:53Z [---] followers, [--] engagements


"#Bitcoin margin trading = paper hands. #Bitcoin buying and HODL'ing = diamond hands"  
[X Link](https://x.com/CapQka/status/1394980681474785284)  2021-05-19T11:38Z [---] followers, [--] engagements


"Wow $BTC call option owners using an illiquid market to ramp past their exercise price These low volume/participation periods in #Bitcoin are always volatile usually it means large sell orders can dump the price but sometimes the opposite is also true"  
[X Link](https://x.com/CapQka/status/1443892969808015361)  2021-10-01T10:58Z [---] followers, [--] engagements


"$BTC $46k call options expiring today at 4pm asking only $788 Even though they're in the money by $1000 right now Call option market saying "this bounce won't last." #Bitcoin"  
[X Link](https://x.com/CapQka/status/1443894675635638273)  2021-10-01T11:04Z [---] followers, [--] engagements


"Defies logic that $MSTR is not reacting to this $SI news. I don't believe there exists a bank that will take on such an ill-conceived loan as MSTR's #Bitcoin-backed loan particularly at current terms. Could the loan be unwound in bnkrpt court requiring the liquidation of $BTC"  
[X Link](https://x.com/CapQka/status/1633604710669099008)  2023-03-08T23:04Z [---] followers, [---] engagements


"Most likely buyer of $MSTR's Silvergate loan is distressed debt funds (private equity). But most lenders who study #Bitcoin should conclude it should not be leveraged. So any lender willing to take on this loan will re-negotiate terms: higher interest rate more $BTC-collateral"  
[X Link](https://x.com/CapQka/status/1633607530696916992)  2023-03-08T23:16Z [---] followers, [---] engagements


"In short I don't see how $MSTR gets out from under this Silvergate mess without liquidating at least some $BTC"  
[X Link](https://x.com/CapQka/status/1633607532546539521)  2023-03-08T23:16Z [---] followers, [---] engagements


"I'm selling $BTC #Bitcoin"  
[X Link](https://x.com/CapQka/status/1886461897693913550)  2025-02-03T17:08Z [---] followers, [--] engagements


"More $BTC sold at $101989.what a bounce"  
[X Link](https://x.com/CapQka/status/1886504186742710659)  2025-02-03T19:57Z [---] followers, [--] engagements


"$WING's guidance is what's driving the stock lower. Low- to mid-single digit domestic same store sales growth combined with $140MM of forecasted SG&A in '25 and the potential for continued elevated chicken prices is not a recipe for much profit growth. Priced for perfection"  
[X Link](https://x.com/CapQka/status/1892203061797335534)  2025-02-19T13:22Z [---] followers, [---] engagements


"#Bitcoin about to go totally illiquid be ready"  
[X Link](https://x.com/CapQka/status/1894402128346484952)  2025-02-25T15:00Z [---] followers, [--] engagements


"As Lyn says nothing stops this train. The Fed and US govt will have to stimulate sooner rather than later if Trump continues. Trump is fighting a losing battle (NASDAQ down 5% and all he got was [--] bips off the 10-yr). All roads point to #Bitcoin. I continue to buy"  
[X Link](https://x.com/CapQka/status/1899184449176416451)  2025-03-10T19:43Z [---] followers, [--] engagements


"With incentive-based restricted stock unit awards like this for the CEO expect $WING #Wingstop to achieve a lot more empty-calorie (unprofitable) revenue growth over the next [--] years. A potential $12 million payday for achieving sales targets alone (no profit/cash flow needed)"  
[X Link](https://x.com/CapQka/status/1970150681529991478)  2025-09-22T15:38Z [---] followers, [----] engagements


"I've covered 40% of my $WING short at a 20% gain. Short interest has risen steadily which concerns me and the thesis has played out so far. I never want to be in a crowded short"  
[X Link](https://x.com/CapQka/status/1971595278685020269)  2025-09-26T15:18Z [---] followers, [---] engagements


"I sold the vast majority of my trading acct $BTC #Bitcoin over the last week. The macro environment is turning. Downside/liquidity risks have risen. Signs are everywhere. We may yet pull through unscathed but I think it's prudent to take some chips off the table"  
[X Link](https://x.com/CapQka/status/1979530099679502408)  2025-10-18T12:48Z [---] followers, [--] engagements


"@account_blown They're both going way higher. Own both"  
[X Link](https://x.com/CapQka/status/1979696106293678533)  2025-10-18T23:48Z [---] followers, [----] engagements


"@intangiblecoins This is dead-on. Boomers pulled forward economic activity themselves via profligate deficit spending enriching themselves in the process driving down GDP growth and therefore nominal rates driving their asset values higher"  
[X Link](https://x.com/CapQka/status/1979702204673200389)  2025-10-19T00:12Z [---] followers, [--] engagements


"@iElijahManley I dont agree. Israel can annex the West Bank.if they offer full citizenship rights to every Palestinian. If you think a 2-state solution is possible I have a bridge to sell you. Israel will never ever allow a Palestinian state. At least annexation may end the apartheid"  
[X Link](https://x.com/CapQka/status/1981547846240198683)  2025-10-24T02:26Z [---] followers, [---] engagements


"$WING trading down in sympathy with $CMG which cut its sales forecast. Sometimes the simplest thesis is the best thesis. The consumer is weakening and #Wingstop's product while good is very expensive. It's the first small luxury to be cut back on in a consumer's basket. At it's heart the $WING #Wingstop short thesis is first an employment and consumer weakness story and second an extreme valuation story. At it's heart the $WING #Wingstop short thesis is first an employment and consumer weakness story and second an extreme valuation story"  
[X Link](https://x.com/CapQka/status/1983902952470323587)  2025-10-30T14:24Z [---] followers, [---] engagements


"$WING #Wingstop would be down more but $210 is support and so a good spot to cover. Short covering is propping up the stock.for now"  
[X Link](https://x.com/CapQka/status/1983904669740003702)  2025-10-30T14:31Z [---] followers, [---] engagements


"You can drive a bus through the bid-ask spread for $WING on IB"  
[X Link](https://x.com/CapQka/status/1983911340981846471)  2025-10-30T14:58Z [---] followers, [---] engagements


"OK I covered another 20% of the $WING short. Holding 40% of the original short into earnings on 11/4/25"  
[X Link](https://x.com/CapQka/status/1983913387881853339)  2025-10-30T15:06Z [---] followers, [---] engagements


"$WING's future was not hard to predict. At it's heart the $WING #Wingstop short thesis is first an employment and consumer weakness story and second an extreme valuation story. At it's heart the $WING #Wingstop short thesis is first an employment and consumer weakness story and second an extreme valuation story"  
[X Link](https://x.com/CapQka/status/1985689978073207197)  2025-11-04T12:45Z [---] followers, [---] engagements


"You gotta love a company that reiterates their stock-based comp guidance a few lines after they lower their same store sales guidance dramatically. And remember that's what their CEO is paid to do. $WING #Wingstop"  
[X Link](https://x.com/CapQka/status/1985690395183874293)  2025-11-04T12:47Z [---] followers, [---] engagements


"@kofinas And just to be clear anti-Zionist Jews like myself just elected Zohran and not because we're socialists lol. It's cause we're disgusted with what Israel has become and their actions. Horrified appalled angry and full of righteous f***ing rage"  
[X Link](https://x.com/CapQka/status/1988407242358673438)  2025-11-12T00:43Z [---] followers, [--] engagements


"Am I the only person that cares that #Bitcoin is highly illiquid and price volatile Why aren't high profile $BTC influencers talking about this every second of every minute of every day"  
[X Link](https://x.com/CapQka/status/1989026210811199783)  2025-11-13T17:42Z [---] followers, [--] engagements


"Some rough math to understand if you're in #Bitcoin: OG's bought @ $0 and sold btw $110-$120k. They're paying 20% capital gains taxes on those sales so for simplicity let's assume $22-$24k in taxes. They won't considering buying back in until $BTC hits ($115k - $23k) = $92k"  
[X Link](https://x.com/CapQka/status/1989074135956484348)  2025-11-13T20:53Z [---] followers, [--] engagements


"One more reason why $BTC has more downside. Alts still trading far far too high. The wild thing about alts is that they are still tremendously overvalued across the board from a market cap perspective even tho the charts look like cancer. It's -ev to short when down so much but fundamentally they are worth zero offer zero bring zero to the table. This has The wild thing about alts is that they are still tremendously overvalued across the board from a market cap perspective even tho the charts look like cancer. It's -ev to short when down so much but fundamentally they are worth zero offer"  
[X Link](https://x.com/CapQka/status/1989302390915244301)  2025-11-14T12:00Z [---] followers, [--] engagements


"Sold more $BTC in the trading acct. Almost all cash now. We're breaking support. Weekly looks to break tonight; not waiting for confirmation. #Bitcoin remains a fantastic long-term reward/risk oppty but its too vulnerable to the liquidity environment which is deteriorating"  
[X Link](https://x.com/CapQka/status/1990077434352345358)  2025-11-16T15:20Z [---] followers, [--] engagements


"Outside of the #Bitcoin chart itself and deteriorating macro/liquidity conditions this is the most bearish thing I've seen. Does bitcoin close [----] above or below $100000 per coin Does bitcoin close [----] above or below $100000 per coin"  
[X Link](https://x.com/CapQka/status/1990242530341027950)  2025-11-17T02:16Z [---] followers, [--] engagements


"This is the best explanation by far of what's happening right now. The only thing missing is a discussion on deteriorating liquidity and how $BTC is most vulnerable because it's most illiquid. The answer to her question - when buyers will step back in - is $55-$75k IMO #Bitcoin The reason nobody is sure why BTC is pulling back is because everyone is looking for a single cause when this is actually a systems failure with multiple transmission mechanisms reinforcing each other. Here's what actually happened mechanistically: Bitcoin ran from $40000 to The reason nobody is sure why BTC is pulling"  
[X Link](https://x.com/CapQka/status/1990592946425770324)  2025-11-18T01:28Z [---] followers, [--] engagements


"If this is the end of the #Bitcoin bull the clues were there: 1) Conman Trump at Bitcoin '25 telling y'all what u wanted to hear 2) Conman Saylor creating fancy new securities 3) no retail participation 4) alt-coins ripping higher 5) OGs selling en masse 6) liquidity problems"  
[X Link](https://x.com/CapQka/status/1991704540996087887)  2025-11-21T03:05Z [---] followers, [--] engagements


"(Small) bullish. Don't get aggressive here. Very small bites. Much stronger support in the mid to high $70k range. $BTC realized losses have surged to levels last seen during the FTX collapse with short-term holders driving the bulk of the capitulation. The scale and speed of these losses reflect a meaningful washout of marginal demand as recent buyers unwind into the drawdown. https://t.co/hAmZPOM5XZ $BTC realized losses have surged to levels last seen during the FTX collapse with short-term holders driving the bulk of the capitulation. The scale and speed of these losses reflect a"  
[X Link](https://x.com/CapQka/status/1992218450534482221)  2025-11-22T13:07Z [---] followers, [--] engagements


"@TFTC21 @moneyball No CFO in the world -- of which I am one -- will "depend on Bitcoin for their business" while it remains this price volatile. It isn't suitable as working capital or as a reserve asset. My business owns it as a speculative profit-generating gamble. That's a big difference"  
[X Link](https://x.com/CapQka/status/1992304746192109689)  2025-11-22T18:50Z [---] followers, [--] engagements


"Im itching to buy back into #Bitcoin after selling the vast majority btw $95-$119k. Bought a smidge @ $84 but otherwise being patient. Markets particularly $BTC typically catch up to economy/liquidity both of which suck right now. When it happens it happens fast so be ready"  
[X Link](https://x.com/CapQka/status/1993660987736756488)  2025-11-26T12:39Z [---] followers, [--] engagements


"$98k is setting up to be an epic battle btw the bulls and bears. Represents both diagonal and down-trending resistance. I'll take profits off my $84k buy right before $98k and then wait and watch. #Bitcoin $BTC"  
[X Link](https://x.com/CapQka/status/1994084647177716136)  2025-11-27T16:43Z [---] followers, [--] engagements


"$WING short interest has spiked again. Im not the only one to re-enter apparently. Now that I know the trade is crowded I can wait for much higher levels before scaling up. $370-$380 would both force short-covering & provide an attractive short opportunity"  
[X Link](https://x.com/CapQka/status/1994444949991854085)  2025-11-28T16:35Z [---] followers, [---] engagements


"If we're repeating yellow line history I played this wrong. $BTC #Bitcoin"  
[X Link](https://x.com/CapQka/status/1998444098345144726)  2025-12-09T17:26Z [---] followers, [--] engagements


"This should be obvious: #Bitcoin Treasury companies deserve a liquidity DISCOUNT to NAV not a premium. Why Because if they have to actually liquidate they will tank $BTC's price. The order book is too shallow so they're not worth the market value of their BTC"  
[X Link](https://x.com/CapQka/status/1999451588180738406)  2025-12-12T12:09Z [---] followers, [--] engagements


"The more $BTC you own the greater discount to market price your #Bitcoin stack is worth. The same is true in any market with a shallow order book. This is why OG's orchestrate OTC sales.so they realize a higher sale price (but it's always at a discount to market price)"  
[X Link](https://x.com/CapQka/status/1999453600192561444)  2025-12-12T12:17Z [---] followers, [--] engagements


"@_DannyKnowles #Bitcoin Treasury companies should trade at 1x NAV. Yes the ability to finance creatively access capital markets and buyback shares deserves a premium. But the larger stack you have the greater liquidity discount you are assigned offsetting the positives above"  
[X Link](https://x.com/CapQka/status/2002369418462953488)  2025-12-20T13:24Z [---] followers, [--] engagements


"@MMCrypto Been nibbling at $BTC in the $84-$88k range. Keeping a lot of dry powder available in case we head down to $70k. While we are in a short-term downtrend this boring flat behavior typically precedes bursts higher not lower. Long term trend remains bullish (higher highs and lows)"  
[X Link](https://x.com/CapQka/status/2003493257054159002)  2025-12-23T15:49Z [---] followers, [---] engagements


"@PubKey @LongInvestor85 I love wings. And you guys have great wings. And #Bitcoin. But them wing prices I'm just not ready"  
[X Link](https://x.com/CapQka/status/2006447254492852374)  2025-12-31T19:27Z [---] followers, [--] engagements


"@Jkylebass @GovTimWalz I don't think she realized that obstructing law enforcement would result in her being killed lol. And if you believe in the rule of law it should not have. Lesson in there for you in there somewhere"  
[X Link](https://x.com/CapQka/status/2009802134880170190)  2026-01-10T01:39Z [---] followers, [--] engagements


"@kofinas @PatrickEBoyle @martyrmade Would urge you to reconsider that decision. It's the most informative well-researched piece I've seen on the subject and it's relevant to most topics you discuss"  
[X Link](https://x.com/CapQka/status/2012208610412019930)  2026-01-16T17:01Z [---] followers, [--] engagements


"Theres a massive oppty for @saylor $MSTR post Oct 10: #Bitcoin market-making & liquidity-boosting. Simply swingtrading $BTC would: - improve trade book depth/breadth - increase stability/liquidity - allow 100x more companies to own BTC in treasury - increase value of MSTRs stack"  
[X Link](https://x.com/CapQka/status/2014342943096689088)  2026-01-22T14:22Z [---] followers, [--] engagements


"@saylor u could devote 10% -- hell 1% -- of your capital to $BTC price stability swing-trading and the positive impact on the remaining 99% hodl stack would far outweigh the fees/taxes incurred. Youre the only player big enough to do this. Make #Bitcoin attractive. Theres a massive oppty for @saylor $MSTR post Oct 10: #Bitcoin market-making & liquidity-boosting. Simply swingtrading $BTC would: - improve trade book depth/breadth - increase stability/liquidity - allow 100x more companies to own BTC in treasury - increase value of MSTRs stack Theres a massive oppty for @saylor $MSTR post Oct 10:"  
[X Link](https://x.com/CapQka/status/2014716109522407697)  2026-01-23T15:05Z [---] followers, [--] engagements


"@intangiblecoins Eli Lilly makes ozempic"  
[X Link](https://x.com/CapQka/status/2015537799051583841)  2026-01-25T21:30Z [---] followers, [--] engagements


"The foundation of #Bitcoin is mining & its order book. Mining is solid but the order book is weak. It's shallow making trading illiquid/price volatile. As long as $BTC's foundation is weak anything built around it will also be weak. You don't build a 🏠 on a weak foundation"  
[X Link](https://x.com/CapQka/status/2016852045706240261)  2026-01-29T12:32Z [---] followers, [--] engagements


"@scottmelker Yup I'm nibbling. Saving the biggest buys for $50-$60k"  
[X Link](https://x.com/CapQka/status/2017698583898706116)  2026-01-31T20:36Z [---] followers, [---] engagements

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