# ![@CestrianInc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1141822758847963136.png) @CestrianInc Cestrian Capital Research, Inc

Cestrian Capital Research, Inc posts on X about $open, $sbet, market, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1141822758847963136/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1141822758847963136/c:line/m:interactions.svg)

- [--] Week [------] -30%
- [--] Month [-------] -42%
- [--] Months [---------] +222%
- [--] Year [---------] +480%

### Mentions: [--] [#](/creator/twitter::1141822758847963136/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1141822758847963136/c:line/m:posts_active.svg)

- [--] Week [--] -11%
- [--] Month [---] +59%
- [--] Months [---] +68%
- [--] Year [-----] +140%

### Followers: [-----] [#](/creator/twitter::1141822758847963136/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1141822758847963136/c:line/m:followers.svg)

- [--] Week [-----] +0.68%
- [--] Month [-----] +1.20%
- [--] Months [-----] +65%
- [--] Year [-----] +129%

### CreatorRank: [------] [#](/creator/twitter::1141822758847963136/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1141822758847963136/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  37.66% [finance](/list/finance)  #2541 [cryptocurrencies](/list/cryptocurrencies)  14.94% [technology brands](/list/technology-brands)  7.79% [financial services](/list/financial-services)  2.6% [exchanges](/list/exchanges)  1.3% [automotive brands](/list/automotive-brands)  1.3% [fashion brands](/list/fashion-brands)  0.65% [countries](/list/countries)  0.65% [social networks](/list/social-networks)  0.65%

**Social topic influence**
[$open](/topic/$open) #359, [$sbet](/topic/$sbet) #74, [market](/topic/market) 9.09%, [in the](/topic/in-the) 7.14%, [$bmnr](/topic/$bmnr) #363, [if you](/topic/if-you) 5.84%, [bullish](/topic/bullish) 5.19%, [$eth](/topic/$eth) 5.19%, [ai](/topic/ai) 5.19%, [money](/topic/money) #665

**Top accounts mentioned or mentioned by**
[@henrikzeberg](/creator/undefined) [@ericjackson](/creator/undefined) [@unusualwhales](/creator/undefined) [@lordfed](/creator/undefined) [@calvinfroedge](/creator/undefined) [@mrderivatives](/creator/undefined) [@fundstrat](/creator/undefined) [@eliantcapital](/creator/undefined) [@yxinsights](/creator/undefined) [@tmtlongshort](/creator/undefined) [@trendspider](/creator/undefined) [@qcapital2020](/creator/undefined) [@spotgamma](/creator/undefined) [@jakewujastyk](/creator/undefined) [@markoinny](/creator/undefined) [@spencerhakimian](/creator/undefined) [@jbulltard1](/creator/undefined) [@amitisinvesting](/creator/undefined) [@rabois](/creator/undefined) [@tenaglia_john](/creator/undefined)

**Top assets mentioned**
[Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [SBET (SBET)](/topic/$sbet) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Ethereum (ETH)](/topic/$eth) [iShares BTC Trust (IBIT)](/topic/$ibit) [Arm Holdings plc (ARM)](/topic/$arm) [BlackRock Inc (BLK)](/topic/blackrock) [Celanese Corporation (CE)](/topic/$ce) [Zscaler Inc (ZS)](/topic/$zs) [Bitcoin (BTC)](/topic/$btc) [iShares Ethereum Trust (ETHA)](/topic/$etha) [Datadog Inc (DDOG)](/topic/$ddog) [Intel Corporation (INTC)](/topic/$intc) [Dow Inc (DOW)](/topic/$dow) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Metadium (META)](/topic/$meta) [Helen Of Troy Ltd (HELE)](/topic/$hele) [Tesla, Inc. (TSLA)](/topic/$tsla) [SharpLink Gaming (SBET)](/topic/sharplink) [Grayscale Ethereum Trust (ETHE)](/topic/$ethe) [Splunk Inc (SPLK)](/topic/$splk) [Microsoft Corp. (MSFT)](/topic/$msft) [Strategy (MSTR)](/topic/$mstr) [Dynatrace, Inc. (DT)](/topic/$dt) [Spacemesh (SMH)](/topic/$smh) [PSYOP (PSYOP)](/topic/$psyop) [Cloudflare, Inc. (NET)](/topic/$net) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Salesforce Inc (CRM)](/topic/$crm) [Novo-Nordisk (NVO)](/topic/$nvo) [Fastly, Inc. (FSLY)](/topic/$fsly) [Palo Alto Networks Inc (PANW)](/topic/$panw)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Bullish momentum building in $ETH Watching structure and volume closely. $ETHE $BTC"  
[X Link](https://x.com/CestrianInc/status/1998783733843804440)  2025-12-10T15:55Z [----] followers, [----] engagements


"$INTC - cashflow margin progression Looks like a successful turnaround in flight to me Reminds me of $SPLK a few years back same cashflow margin chart as it moved from perpetual license to subscription revenue. I know were all dumping on $INTC right now but in amongst the hullabaloo I might point out that Q4 saw unlevered pretax FCF of $1.1bn yes thats a positive number in fact the biggest quarterly UFCF since Q1 [----]. I remain long $INTC. I know were all dumping on $INTC right now but in amongst the hullabaloo I might point out that Q4 saw unlevered pretax FCF of $1.1bn yes thats a positive"  
[X Link](https://x.com/CestrianInc/status/2014502239084093832)  2026-01-23T00:55Z [----] followers, [---] engagements


"Between Messrs. Fink Dimon and Beast . I think @fundstrat is correct Im long $BMNR $ETHA $SBET Blackrock credit and other tokenized products are only built on Ethereum so far This is another example of financial institutions choosing to build on ethereum $ETH is the future of finance Blackrock credit and other tokenized products are only built on Ethereum so far This is another example of financial institutions choosing to build on ethereum $ETH is the future of finance"  
[X Link](https://x.com/CestrianInc/status/2014723429421727940)  2026-01-23T15:34Z [----] followers, 44.4K engagements


"@eliant_capital wait till they get to Peruvian equities (Disclosure: long $EPU )"  
[X Link](https://x.com/CestrianInc/status/2015850490039243153)  2026-01-26T18:13Z [----] followers, [---] engagements


"As everybody knows Bitcoin is finished. Also Bitcoin: (Im long $IBIT )"  
[X Link](https://x.com/CestrianInc/status/2016123351542952391)  2026-01-27T12:17Z [----] followers, [----] engagements


"@lord_fed True but Peruvian equities are leaving both in the dust Long $EPU No really"  
[X Link](https://x.com/CestrianInc/status/2016214292316463451)  2026-01-27T18:18Z [----] followers, [---] engagements


"@Liathetrader We are also surely approaching peak GPU money-burning madness Because of GPU architecture $MSFT just spent $85bn on TTM capex. In [----] it was a mere $35bn. Low-power AI compute cannot come fast enough. Long $ARM"  
[X Link](https://x.com/CestrianInc/status/2016645986534261236)  2026-01-28T22:54Z [----] followers, [----] engagements


"The funniest thing of all would be if @fundstrat is proven correct Truly the most entertaining outcome I remain long $BMNR $SBET $ETHA Crypto prices have fallen sharply in [----] and languished after Oct 10th. - fundamentals have been good as daily transactions are surging - but prices lagging - a contrast to past crypto winters 🥶🌨 Great speaking with @JoeSquawk @BeckyQuick @andrewrsorkin on @SquawkCNBC https://t.co/CSyj1q4iEP Crypto prices have fallen sharply in [----] and languished after Oct 10th. - fundamentals have been good as daily transactions are surging - but prices lagging - a"  
[X Link](https://x.com/CestrianInc/status/2018317275665682867)  2026-02-02T13:35Z [----] followers, [----] engagements


"@calvinfroedge Long $CE and long $DOW already"  
[X Link](https://x.com/CestrianInc/status/2018342945909289180)  2026-02-02T15:17Z [----] followers, [---] engagements


"I dont subscribe to the software is going to [--] thesis mostly because it is now the dominant narrative which usually means its time for Opposite Day. And I also think that mostly valuation doesnt matter. But man. $DDOG at 63x TTM unlevered pretax FCF. Jeez. Im long btw. https://twitter.com/i/web/status/2018844990869508287 https://twitter.com/i/web/status/2018844990869508287"  
[X Link](https://x.com/CestrianInc/status/2018844990869508287)  2026-02-04T00:32Z [----] followers, [----] engagements


"On our site right now. No paywall. $DDOG vs. the Death Of Software"  
[X Link](https://x.com/CestrianInc/status/2019008737223287034)  2026-02-04T11:22Z [----] followers, [----] engagements


"@yxinsights if this happens (1) my $IBIT will thank you but even more valuable than that will be (2) the sheer cope from all the doomtards around here will be hilarious"  
[X Link](https://x.com/CestrianInc/status/2019016440100135282)  2026-02-04T11:53Z [----] followers, [---] engagements


"Extract from our Skynet vs. The Wetware note today. Channelling @BillAckman here. Set screen to extended mode. Now I have been a technology investor for a very long time and I know a tectonic shift when I see one. And make no mistake AI is now very firmly in the tectonic shift category. Its more of a change than was client-server to cloud the last big change in software which is about 20-25 years old now. I think this shift will actually send some application software companies to Legacyville population them; anything which simply automates linear business processes and enshrines them in"  
[X Link](https://x.com/CestrianInc/status/2019036145150034126)  2026-02-04T13:11Z [----] followers, [---] engagements


"the rest is here: https://www.cestriancapitalresearch.com/datadog-ddog-x-the-death-of-software-no-paywall/ https://www.cestriancapitalresearch.com/datadog-ddog-x-the-death-of-software-no-paywall/"  
[X Link](https://x.com/CestrianInc/status/2019036484444225558)  2026-02-04T13:13Z [----] followers, [---] engagements


"@calvinfroedge $CE $DOW doing great for me"  
[X Link](https://x.com/CestrianInc/status/2019069476440854829)  2026-02-04T15:24Z [----] followers, [---] engagements


"@Cryptadamist I think Tom and Bitmine will be fine but oh man I could spin it a lot better than this"  
[X Link](https://x.com/CestrianInc/status/2019147346999681472)  2026-02-04T20:33Z [----] followers, [--] engagements


"Still not broken Could break later today But right now not broken Long $IBIT personally Laugh away doomcoiners. Chart still isnt broken. Might break later today but for now not broken. Long $IBIT https://t.co/4nIPIl7DI6 Laugh away doomcoiners. Chart still isnt broken. Might break later today but for now not broken. Long $IBIT https://t.co/4nIPIl7DI6"  
[X Link](https://x.com/CestrianInc/status/2019377776957256021)  2026-02-05T11:49Z [----] followers, [----] engagements


"I dont quite know how Claude vs. The Imperial Software Army plays out. But I do know the level of cope from Software Inc. right now is huge. Doth protest too much I fear. FWIW I am long $PLTR $ZS $DDOG b/c I think AI is a tailwind there. And I bought a beers worth of $IGV yesterday because the short squeeze is coming. THIS IS BS Trust me I KNOW. Large enterprises dont run on apps. They run on decades of layered systems: ERP mainframes custom services data warehouses compliance controls and fragile integrations nobody dares touch without a 12-month change plan. AI agents dont just THIS IS BS"  
[X Link](https://x.com/CestrianInc/status/2019386607544029314)  2026-02-05T12:24Z [----] followers, [----] engagements


"@howardlindzon is it YOLO Exxon with 0DTE calls"  
[X Link](https://x.com/CestrianInc/status/2019388977153995221)  2026-02-05T12:33Z [----] followers, [---] engagements


"$ARM +4% @bubbleboi The winners are going to be the set of vendors that work out how to do generative AI with 10x greater efficiency - massively fewer tokens generated by massively fewer compute cycles. This paradigm can't work there isn't enough money or power in the world. Don't sleep on $ARM @bubbleboi The winners are going to be the set of vendors that work out how to do generative AI with 10x greater efficiency - massively fewer tokens generated by massively fewer compute cycles. This paradigm can't work there isn't enough money or power in the world. Don't sleep on $ARM"  
[X Link](https://x.com/CestrianInc/status/2019443793477423587)  2026-02-05T16:11Z [----] followers, [---] engagements


"My top pick in software is $ARM When Anthropic releases the IC design plugin let me know Until then I am long this 97% gross margin licensing machine"  
[X Link](https://x.com/CestrianInc/status/2019498524153450903)  2026-02-05T19:49Z [----] followers, [---] engagements


"Is there more downside in store for Zscaler stock $ZS Tell us what you think 👇 Yes all the way to $85 Current level will hold Not sure Yes all the way to $85 Current level will hold Not sure"  
[X Link](https://x.com/CestrianInc/status/2019509962779898002)  2026-02-05T20:34Z [----] followers, [---] engagements


"Is there more downside in store for $ZS The trend is solidly down for Zscaler stock: the $190200 demand/VPVR pocket didnt hold and price is currently below the full downward-sloping MA stack (21/50/100/200 SMAs). Levels Im watching from here: ➡ 175165: near-term line in the sand ➡ If [---] breaks: then next possible support [------] (next VPVR area) ➡ Further down: May [--] lows [--] (tail risk) The risk is toward the downside based on the current technical picture. https://twitter.com/i/web/status/2019510992905048417 https://twitter.com/i/web/status/2019510992905048417"  
[X Link](https://x.com/CestrianInc/status/2019510992905048417)  2026-02-05T20:38Z [----] followers, [----] engagements


"@JC_ParetsX Long $ARM ftw"  
[X Link](https://x.com/CestrianInc/status/2019516557903442108)  2026-02-05T21:00Z [----] followers, [---] engagements


"@TMTLongShort Our AI algos the output of which we sell on a subscription basis are (C) AI-first. Anyone who is in the game to simply make some money and avoid big drawdowns loves them. Anyone with a big incumbent analyst bench dismisses them. This is how deflation by tech works. 101"  
[X Link](https://x.com/CestrianInc/status/2019573061499191437)  2026-02-06T00:45Z [----] followers, [---] engagements


"@TMTLongShort It's OK they will just pull a [----] version of stock-options backdating RSU restructuring plan in [--] [--] [--] "  
[X Link](https://x.com/CestrianInc/status/2019674666856776173)  2026-02-06T07:28Z [----] followers, [---] engagements


"@cooperx86 @CAD_Diabolo Birthplace of $ARM"  
[X Link](https://x.com/CestrianInc/status/2019874800316129467)  2026-02-06T20:44Z [----] followers, [--] engagements


"$BTC $IBIT $MSTR"  
[X Link](https://x.com/CestrianInc/status/2020726212805435812)  2026-02-09T05:07Z [----] followers, [----] engagements


"@michaeljburry @calvinfroedge OK but remind me was any of that Motorola money spent on their satellite buildout"  
[X Link](https://x.com/CestrianInc/status/2020914773131444477)  2026-02-09T17:36Z [----] followers, [---] engagements


"$ZS for instance probably wont die. I think it will prosper. And it looks like some accumulation may be starting the last couple days - look at vol x price start to spike down here at the lows. Im long the stock and added today. some software will die some will prosper it actually needs some work to figure out which some software will die some will prosper it actually needs some work to figure out which"  
[X Link](https://x.com/CestrianInc/status/2020917477966745884)  2026-02-09T17:47Z [----] followers, [----] engagements


"oh and by the way if software makes like Lazarus then the Nasdaq shall also be risen"  
[X Link](https://x.com/CestrianInc/status/2021284254114591010)  2026-02-10T18:04Z [----] followers, [---] engagements


"As everyone knows software is going to [--] Even $DT whose revenue line is dependent on compute cycles not heads Despite this obvious impending doom the stock is seeing rising volume down here and price just moved up and over the [--] day and looks like it will hold as support"  
[X Link](https://x.com/CestrianInc/status/2021290293098582226)  2026-02-10T18:28Z [----] followers, [---] engagements


"@calvinfroedge So much higher to go from here. Look at the accumulation $CE (Im long)"  
[X Link](https://x.com/CestrianInc/status/2018719227453022683)  2026-02-03T16:12Z [----] followers, [----] engagements


"Laugh away doomcoiners. Chart still isnt broken. Might break later today but for now not broken. Long $IBIT"  
[X Link](https://x.com/CestrianInc/status/2019043129127731559)  2026-02-04T13:39Z [----] followers, [----] engagements


"Sector rotation in action. From our chatroom today: $SOXX $SMH $SOXL"  
[X Link](https://x.com/CestrianInc/status/2019461482094739682)  2026-02-05T17:21Z [----] followers, [----] engagements


"@Bricktop_NAFO @RealJakeBroe Call me dumb but: If all the miners stopped producing because of low asset prices Wouldn't the supply of the asset stop rising So wouldn't price rise Isn't that in fact what happens with all commodities Long $IBIT personally"  
[X Link](https://x.com/CestrianInc/status/2019489414804603334)  2026-02-05T19:12Z [----] followers, [----] engagements


"@DeItaone If only there was a big DAT that had kep buying through this dumpster fire and which had no debt so wasn't a forced seller Oh wait there are two The asset is $ETH The tickers are $SBET and $BMNR I'm long"  
[X Link](https://x.com/CestrianInc/status/2019765914493665621)  2026-02-06T13:31Z [----] followers, [---] engagements


"wake up babe the software is dead narrative was a psyop Right now the biggest risk in software isnt further downside its being short into a face-ripper. Right now the biggest risk in software isnt further downside its being short into a face-ripper"  
[X Link](https://x.com/CestrianInc/status/2021280160108982407)  2026-02-10T17:48Z [----] followers, [----] engagements


"$NET Is this dead software in the room with us now Im long ftw"  
[X Link](https://x.com/CestrianInc/status/2021353247936741735)  2026-02-10T22:39Z [----] followers, [----] engagements


"Stonks Only Go Up $SPY edition"  
[X Link](https://x.com/CestrianInc/status/2021378168436015168)  2026-02-11T00:18Z [----] followers, [----] engagements


"I was just about to write a note about how heavy capex and its modest impact on revenue growth means that $AMZN is overvalued vs. its history But then I checked the numbers. Hm. Growth is rising and EV/EBIT remains historically low. Oh by the way the stock may be at support"  
[X Link](https://x.com/CestrianInc/status/2021688810724102499)  2026-02-11T20:52Z [----] followers, [----] engagements


"@KobeissiLetter This is because now retail is trained to believe that every Wall St narrative is Opposite Day Most narratives are Opposite Day So this means that now Wall St should start pushing the truth as narrative And then everyone would trade against it and be eaten alive"  
[X Link](https://x.com/CestrianInc/status/2021725998975492213)  2026-02-11T23:20Z [----] followers, [---] engagements


"$OPEN - holding over the 200-day which is also the prior W1 high. If the stock holds here it can move up to the $11-13 range before a material correction. Ive taken profits multiple times from this name but still have small long exposure. May add with a stop below the 200"  
[X Link](https://x.com/CestrianInc/status/2021732570807796021)  2026-02-11T23:46Z [----] followers, [----] engagements


"@porterstansb Untrue $CRM service is worse"  
[X Link](https://x.com/CestrianInc/status/2021737826627244365)  2026-02-12T00:07Z [----] followers, [---] engagements


"@TicTocTick cue autoresponder "you need to study crypto more" apparently that way the pain is less nb i think study means watch a bunch of crypofluencers say HODL in [---] different varieties of word salad I am of course long Ether"  
[X Link](https://x.com/CestrianInc/status/2021739185410125883)  2026-02-12T00:12Z [----] followers, [---] engagements


"@Mr_Derivatives hedge w/long $NVO maybe buncha buying down here im long nvo no posn hims"  
[X Link](https://x.com/CestrianInc/status/2021739957111447849)  2026-02-12T00:15Z [----] followers, [---] engagements


"@ConnorJBates_ Claude will rug em all when it rewrites itself to use 10x less tokens per query"  
[X Link](https://x.com/CestrianInc/status/2021743180119433235)  2026-02-12T00:28Z [----] followers, [----] engagements


"Short squeeze in progress $FSLY No position"  
[X Link](https://x.com/CestrianInc/status/2021955489828155632)  2026-02-12T14:32Z [----] followers, [----] engagements


"@sigmazerocap Frame this post from @sigmazerocap for it marks the Way the Truth and the Light Tech always deflates itself after it is done deflating everyone else Less tokens per query is the way Less heat per token is the truth Long $ARM is the light I am as it happens long ARM"  
[X Link](https://x.com/CestrianInc/status/2022044730729935011)  2026-02-12T20:26Z [----] followers, [---] engagements


"@Mr_Derivatives the faces of levered longs"  
[X Link](https://x.com/CestrianInc/status/2022045297883643970)  2026-02-12T20:29Z [----] followers, [---] engagements


"$OPEN Another attempt coming to get up and over the $10 SPAC muscle-memory level. Lots of [----] bagholders up here most likely. If it can chew up through the unsold inventory likely short-term target is $12-15/share before another retrace. Im long the stock"  
[X Link](https://x.com/anyuser/status/1971304234005168138)  2025-09-25T20:02Z [----] followers, [----] engagements


"I have no idea if $OPEN can execute on this idea but I absolutely believe it is possible to win. Buyers and sellers hate uncertainty and they hate agents. There is a price that buyers and sellers will accept in exchange for certainty. If OPEN can find a giant line of capital as float - to fund the inventory required to profit from the spread - in other words if they can become a market-maker in residential real estate - then why wouldnt there be major spoils It would be just another example of the Internet deflating a guild; in this case the much-hated real estate guild. Im long the stock."  
[X Link](https://x.com/anyuser/status/1973459479611027463)  2025-10-01T18:46Z [----] followers, 14.6K engagements


"Im long $CE due to work by @JaguarAnalytics and @calvinfroedge . Chart looks to be under institutional accumulation. Support holding at around the .786 retracement of the 14-year run from post-IPO low to ATH. 200-day slightly overhead. $CE Celanese -- As bad as this chart looks since August insiders have been accumulating. While sales remain -4% YoY cost cutting is leading to margin improvement. Q3 EBITDA $315M vs $290M estimate. Expect ASP lift in Spring [----]. More on Jag homepage: https://t.co/FtkUuGsTIa https://t.co/fxfZjyEp6x $CE Celanese -- As bad as this chart looks since August"  
[X Link](https://x.com/CestrianInc/status/2009597544238886999)  2026-01-09T12:06Z [----] followers, [----] engagements


"Crypto is dead. Long live Crypto Oh and long $ETHA $BMNR $SBET"  
[X Link](https://x.com/CestrianInc/status/2013715172993466870)  2026-01-20T20:48Z [----] followers, [----] engagements


"Two bullish technical setups to watch: $PANW and $PLTR. Palo Alto Networks: ABC correction + volume pickup near the low = breakout setup if buyers defend and print a higher low. Palantir: fundamentals strong volume improving but needs more confirmation (still working back over key moving averages). Risk control = stop below the recent low. Both setups look appealing as entry points here. #PANW #PLTR $XLK https://twitter.com/i/web/status/2021207529842475051 https://twitter.com/i/web/status/2021207529842475051"  
[X Link](https://x.com/CestrianInc/status/2021207529842475051)  2026-02-10T13:00Z [----] followers, [----] engagements


"is it just me or does this guy have the exact correct attitude required to run money totally dead inside shut it all down go solve more puzzles Hedgefund Manager says to not pursue his career https://t.co/O08O8IWtIY Hedgefund Manager says to not pursue his career https://t.co/O08O8IWtIY"  
[X Link](https://x.com/CestrianInc/status/2021949886082564393)  2026-02-12T14:09Z [----] followers, 173K engagements


"don't agree - that would be a Metaverse "this was an error" moment The biggest rally will come when one of the hyperscalers shows solid ROIC off of the AI capex"  
[X Link](https://x.com/CestrianInc/status/2021987837810495631)  2026-02-12T16:40Z [----] followers, [----] engagements


"@chamath but of course this is how you get enterprises to spend gabillions on platform shifts every 20-30yrs mainframe + terminal = distributed client + server = localized cloud = distributed on-premise agents = localized the greatest show on earth ladies and gentlemen"  
[X Link](https://x.com/CestrianInc/status/2022043568446308683)  2026-02-12T20:22Z [----] followers, [---] engagements


"Please folks learn to spot a narrative at work vs. reality at work"  
[X Link](https://x.com/CestrianInc/status/2022100686352396442)  2026-02-13T00:09Z [----] followers, [---] engagements


"@Mr_Derivatives it's not unlucky to not make bank from money that wasn't yours"  
[X Link](https://x.com/CestrianInc/status/2022450548742500609)  2026-02-13T23:19Z [----] followers, [---] engagements


"Level-Setting The #Metaverse Opportunity by @CestrianInc https://themetaverseinvestor.substack.com/p/level-setting-the-metaverse-opportunityr=7wxkz&utm_campaign=post&utm_medium=web&utm_source=twitter https://themetaverseinvestor.substack.com/p/level-setting-the-metaverse-opportunityr=7wxkz&utm_campaign=post&utm_medium=web&utm_source=twitter"  
[X Link](https://x.com/CestrianInc/status/1466440216269500424)  2021-12-02T16:12Z [----] followers, [--] engagements


"Free two-week trials now available at our premium 'Growth Investor Pro' service. The perfect time to join us - just when everyone is giving up growth. Spoiler alert: we think it will soon be Opposite Day. Take your FREE trial here: https://seekingalpha.com/checkoutservice_id=mp_1221 https://seekingalpha.com/checkoutservice_id=mp_1221"  
[X Link](https://x.com/CestrianInc/status/1503374624859598848)  2022-03-14T14:16Z [----] followers, [---] engagements


"$META sits at the 78.6% retracement of the WHOLE MOVE from the post IPO lows to the all time highs. Magic Stock Voodoo Chart from @TrendSpider https://share.trendspider.com/chart/META/54723a93joz https://share.trendspider.com/chart/META/54723a93joz"  
[X Link](https://x.com/CestrianInc/status/1590481675032866817)  2022-11-09T23:09Z [----] followers, [--] engagements


"@ChartBreakouts In that case bring on the next Great Depression"  
[X Link](https://x.com/CestrianInc/status/1637200694468833284)  2023-03-18T21:13Z [----] followers, [----] engagements


"@StockJabber $HELE . Absent acquisitons the company is ex-growth leverage stands at 13.5x TTM unlevered pretax FCF the CFO quit and the company is choosing odd comps for reporting (the "three year stack"). . DISCLOSURE - short HELE in staff personal accounts. https://cestrianmarket.substack.com/p/the-next-big-short https://cestrianmarket.substack.com/p/the-next-big-short"  
[X Link](https://x.com/CestrianInc/status/1642639096861401089)  2023-04-02T21:24Z [----] followers, [----] engagements


"@qcapital2020 There's a little bit of Chamath in all of us that has to be restrained at all times. When you think you have alpha always ask yourself but is it just levered beta. Nothing wrong with levered beta as long as you know it's levered beta. That way you will sell out in time"  
[X Link](https://x.com/CestrianInc/status/1643767992176500736)  2023-04-06T00:10Z [----] followers, 49.9K engagements


"@qcapital2020 When you think it's alpha but it's really levered beta . https://x.com/ChartBreakouts/status/1643764695298392064s=20 What happens the minute you start to celebrate your trade in profits https://t.co/Xl8JssNlrs https://x.com/ChartBreakouts/status/1643764695298392064s=20 What happens the minute you start to celebrate your trade in profits https://t.co/Xl8JssNlrs"  
[X Link](https://x.com/CestrianInc/status/1643768331302756353)  2023-04-06T00:11Z [----] followers, 64.1K engagements


"We'll have a new note out on $HELE summarizing the short thesis on Seeking Alpha tomorrow. Will post here when it's live. (Disclosure short HELE in staff personal accounts)"  
[X Link](https://x.com/CestrianInc/status/1653140351526248454)  2023-05-01T20:52Z [----] followers, 16.4K engagements


"@fitterhappierAJ That's why AI and machine learning and automation are getting such huge levels of investment"  
[X Link](https://x.com/CestrianInc/status/1663239060465254410)  2023-05-29T17:41Z [----] followers, 12.4K engagements


"@unusual_whales Although there were many lines of enquiry"  
[X Link](https://x.com/CestrianInc/status/1679558768248381440)  2023-07-13T18:29Z [----] followers, [----] engagements


"@unusual_whales As it should be. Much easier to be a CEO than a successful athlete"  
[X Link](https://x.com/CestrianInc/status/1683465363860733953)  2023-07-24T13:13Z [----] followers, [----] engagements


"@unusual_whales And also passing it down the line through inheritance. So the money either gets amplified through the real economy or it benefits younger relatives directly. It's almost as if . Boomers didn't just keep all the money for themselves"  
[X Link](https://x.com/anyuser/status/1800495401516290397)  2024-06-11T11:48Z [----] followers, 13.5K engagements


"@Cokedupoptions Right because you still run on COBOL"  
[X Link](https://x.com/CestrianInc/status/1814292830640038120)  2024-07-19T13:34Z [----] followers, 51.8K engagements


"@unusual_whales $ARKK shareholders be like "had we known this innovation ETF would flatline in one of the greatest eras of innovation . we wouldn't have held it""  
[X Link](https://x.com/anyuser/status/1814662305939878098)  2024-07-20T14:03Z [----] followers, [----] engagements


"@unusual_whales This assumes there will be gains in the future"  
[X Link](https://x.com/CestrianInc/status/1815054547603136863)  2024-07-21T16:01Z [----] followers, [----] engagements


"@unusual_whales They only lost if if they sold. If they held they are up"  
[X Link](https://x.com/CestrianInc/status/1816806349172305977)  2024-07-26T12:02Z [----] followers, [----] engagements


"@Duderichy it's how you get a lot of middle managers to leave without having to pay them severance"  
[X Link](https://x.com/CestrianInc/status/1835802160556032115)  2024-09-16T22:05Z [----] followers, 16.9K engagements


"@StockMKTNewz Wait this is the guy who works at home in a different state"  
[X Link](https://x.com/CestrianInc/status/1836858380159250825)  2024-09-19T20:02Z [----] followers, [----] engagements


"@unusual_whales Surely all workers of all generations feel they are underpaid And always have"  
[X Link](https://x.com/CestrianInc/status/1843672184843325554)  2024-10-08T15:17Z [----] followers, [----] engagements


"@spotgamma Well if he cashes out in time he'll have been right. Right"  
[X Link](https://x.com/anyuser/status/1861192823229313240)  2024-11-25T23:38Z [----] followers, [----] engagements


"@VintageMrHobbes they think it makes them look important"  
[X Link](https://x.com/CestrianInc/status/1861867476067250438)  2024-11-27T20:19Z [----] followers, 27.6K engagements


"@Jake__Wujastyk it's called a fedmaggeddonvixpirymopexdogeshutdown candle . cmon man you didn't do this in chart skool"  
[X Link](https://x.com/CestrianInc/status/1869895692258590900)  2024-12-20T00:00Z [----] followers, [----] engagements


"A thoroughly enjoyable conversation today with @DaveHcontrarian who writes The Contrarian Value Advisor. He is expecting more upside - before the excess leverage in financial markets does what excess leverage always does. This isnt your usual bear nonsense. Dont miss it https://youtu.be/iodPmuRtzMY https://youtu.be/iodPmuRtzMY"  
[X Link](https://x.com/anyuser/status/1884704622650233308)  2025-01-29T20:46Z [----] followers, 52.1K engagements


"@infraa_ right it is a transfer of wealth from labor to capital as has been the case since ever. accelerated in [----] and never looked back"  
[X Link](https://x.com/CestrianInc/status/1895272812606280118)  2025-02-28T00:40Z [----] followers, [----] engagements


"@markoinny Can you explain this to me like I am an equity investor"  
[X Link](https://x.com/CestrianInc/status/1909723174159499575)  2025-04-08T21:41Z [----] followers, 11.2K engagements


"@SpencerHakimian it's not real analysis never is"  
[X Link](https://x.com/CestrianInc/status/1914795997407989982)  2025-04-22T21:38Z [----] followers, [----] engagements


"I dont know if a crash is coming as Henrik suggests. I do know his bullish call in [----] was one of just a handful. Permabulls and permabears should be ignored. Folks who change their views depending on the setup are to be heeded. A must-read note in my view 👇 Please read this 🙏 Why this time is NOT different - and yet VERY different Final Warning: The Emperors New Clothes and the Coming Economic Crash https://t.co/YyIKPRb8IU https://t.co/hnjwXphiFc Please read this 🙏 Why this time is NOT different - and yet VERY different Final Warning: The Emperors New Clothes and the Coming Economic"  
[X Link](https://x.com/CestrianInc/status/1937864699145838989)  2025-06-25T13:25Z [----] followers, 15K engagements


"@SpencerHakimian Also crime"  
[X Link](https://x.com/CestrianInc/status/1937909452990001209)  2025-06-25T16:23Z [----] followers, [----] engagements


"Nobody wants to hear this but $TSLA is set to run. The stock is up and over the 50-day and the 200-day right now. The 8-day is turning up. MACD is bottoming. And most everyone is dunking on the name. I am long the stock personally"  
[X Link](https://x.com/CestrianInc/status/1945608401213382860)  2025-07-16T22:16Z [----] followers, [----] engagements


"@markoinny But the Fed mandate doesnt cover risk asset prices to the best of my knowledge; it requires them to target inflation and labor market measures doesnt it"  
[X Link](https://x.com/anyuser/status/1945614684951884040)  2025-07-16T22:41Z [----] followers, [----] engagements


"If you dont use the options market to help you invest and trade in stocks more successfully youre missing the point. Stocks are derivatives of options. The weight of capital in the options market tells you that. But dont take it from me - heres @spotgamma live and direct"  
[X Link](https://x.com/CestrianInc/status/1945991800037986415)  2025-07-17T23:39Z [----] followers, 11.9K engagements


"$ETH Wave [--] Target $3950-4500. I am long the Ether complex incl. $BMNR $SBET "  
[X Link](https://x.com/anyuser/status/1946982436371403155)  2025-07-20T17:16Z [----] followers, [----] engagements


"A lot of people seem to be getting bent out of shape about $SBET. The stock is at a potential Wave [--] low - the .618 retrace of its recent moon-move up. It is holding over the 50-day. If you dont expect levered crypto plays to be volatile. youre ngmi. Im long the stock"  
[X Link](https://x.com/anyuser/status/1948425865232028148)  2025-07-24T16:51Z [----] followers, 25.3K engagements


"Quality accounts to follow include: @HenrikZeberg @lord_fed @jbulltard1 @ruth_capital @yxinsights Each of them are completely dead inside and feel nothing Which is why you will find great work from them Most of this app is completely counterproductive to achieving your trading goals anyways Learn to filter out 95% of the garbage follow QUALITY accounts and stay in your own lane Duh I am one of those quality accounts. Or rather you be the judge of that: @BCalusinski ;) Most of this app is completely counterproductive to achieving your trading goals anyways Learn to filter out 95% of the"  
[X Link](https://x.com/CestrianInc/status/1948442995209986528)  2025-07-24T17:59Z [----] followers, 32.5K engagements


"Unpopular opinion: $INTC Q2 wasnt that bad of a quarter I am long the stock"  
[X Link](https://x.com/anyuser/status/1948663413502062846)  2025-07-25T08:35Z [----] followers, [----] engagements


"$ETH continues in its Wave [--] up having found support at the 8-day moving average. Our wave [--] target - between here and $4500 before a pullback and then a Wave [--] higher. Im long $BMNR and $SBET"  
[X Link](https://x.com/anyuser/status/1949582211554161073)  2025-07-27T21:26Z [----] followers, 26.9K engagements


"@roshanpateI you would be surprised how many companies have not in fact thought of doing that"  
[X Link](https://x.com/CestrianInc/status/1949907705302569382)  2025-07-28T18:59Z [----] followers, 120.8K engagements


"@vuhsaachi Wait were together""  
[X Link](https://x.com/CestrianInc/status/1950220915738103886)  2025-07-29T15:44Z [----] followers, [----] engagements


"In a bull market the easiest call to make is a pullback soon then a new high. Much more difficult to (correctly) call an ongoing grind upwards. Kudos to @lord_fed for tremendous work and the confidence to shout it from the rooftops. The most painful part of this bull market hasnt even started yet. https://t.co/kYa7snDnCx The most painful part of this bull market hasnt even started yet. https://t.co/kYa7snDnCx"  
[X Link](https://x.com/anyuser/status/1950507615513157919)  2025-07-30T10:43Z [----] followers, [----] engagements


"A great conversation today with the superb @HenrikZeberg . We discussed: 1) How to spot when this bull market is ending. 2) Why the real economy doesnt matter - until it does. 3) How to ride the market up but get out in time. Dont miss this video"  
[X Link](https://x.com/anyuser/status/1950578667236601980)  2025-07-30T15:26Z [----] followers, 20.1K engagements


"$ETH $BMNR $SBET Still looks bullish to my eye. Im long the Ether complex"  
[X Link](https://x.com/anyuser/status/1950872660264522130)  2025-07-31T10:54Z [----] followers, [----] engagements


"@HenrikZeberg The business cycle doesnt matter until it does. Today the market remains bullish and can do so for a long time real economy notwithstanding. But in the end reality bites. BANK OF AMERICA INSTITUTE: U.S. SPENDING ON SERVICES HOTELS AIRFARE DINING DOWN FOR THREE STRAIGHT MONTHS FIRST TIME SINCE [----] BANK OF AMERICA INSTITUTE: U.S. SPENDING ON SERVICES HOTELS AIRFARE DINING DOWN FOR THREE STRAIGHT MONTHS FIRST TIME SINCE 2008"  
[X Link](https://x.com/CestrianInc/status/1950924337424334984)  2025-07-31T14:19Z [----] followers, 25.7K engagements


"Folks please join @HenrikZeberg and myself LIVE on MONDAY [--] AUGUST at 4.15PM EASTERN. Well talk about how to spot the end of this bull market - and how to win on the way down too. We think you have time to prepare. But you should prepare. Register: https://attendee.gotowebinar.com/register/1011307055072614486 https://attendee.gotowebinar.com/register/1011307055072614486"  
[X Link](https://x.com/CestrianInc/status/1952348560759857197)  2025-08-04T12:39Z [----] followers, 14.4K engagements


"I'm long $SBET personally. Important update on #SBET See my tweet here: https://t.co/NgYVtfcqPk Important update on #SBET See my tweet here: https://t.co/NgYVtfcqPk"  
[X Link](https://x.com/CestrianInc/status/1952705362076823894)  2025-08-05T12:16Z [----] followers, 20.9K engagements


"When @lord_fed turns bearish Reach for the $PSQ and head for the hills"  
[X Link](https://x.com/CestrianInc/status/1953398948338577636)  2025-08-07T10:12Z [----] followers, 18.4K engagements


"REMINDER Live webinar with @HenrikZeberg Were talking about how to spot when this bull market ends TODAY [----] Eastern All welcome https://attendee.gotowebinar.com/register/1011307055072614486 https://attendee.gotowebinar.com/register/1011307055072614486"  
[X Link](https://x.com/CestrianInc/status/1954989797770149949)  2025-08-11T19:34Z [----] followers, 44.3K engagements


"This was an awesome session Thanks @HenrikZeberg Video coming later - stay tuned Alex. REMINDER Live webinar with @HenrikZeberg Were talking about how to spot when this bull market ends TODAY [----] Eastern All welcome https://t.co/HjUIgOO3S0 REMINDER Live webinar with @HenrikZeberg Were talking about how to spot when this bull market ends TODAY [----] Eastern All welcome https://t.co/HjUIgOO3S0"  
[X Link](https://x.com/CestrianInc/status/1955014867943067960)  2025-08-11T21:14Z [----] followers, 16.9K engagements


"If you want to beat 90pc of market participants and be ready for when this bull market turns bear Watch my conversation with @HenrikZeberg today. His work is special; he looks at markets through two overlaid lenses - technicals and macro. Any questions reach out here"  
[X Link](https://x.com/CestrianInc/status/1955066641076695375)  2025-08-12T00:39Z [----] followers, 76.9K engagements


"$TLT Bonds apparently are doomed. The volume x price profile in TLT disagrees. Thanks @TrendSpider for this great tool. Im long TLT"  
[X Link](https://x.com/anyuser/status/1955574466429485163)  2025-08-13T10:17Z [----] followers, 15K engagements


"The future can always be different from the past. But if you believe that $BTC can hedge against the next bear market you have to have an answer to this question: Why didn't it hedge the [----] bear As #BTC has a very STRONG CORRELATION (60-100) with #NASDAQ it offers a VERY POOR HEDGE against a Market Decline or Crash. How on Earth can BTC be the Solution to a Failed Monetary System I though "BTC-Die-Hards" said that BTC is about Math https://t.co/bpAwzNe1ag As #BTC has a very STRONG CORRELATION (60-100) with #NASDAQ it offers a VERY POOR HEDGE against a Market Decline or Crash. How on Earth"  
[X Link](https://x.com/anyuser/status/1955868407879856452)  2025-08-14T05:45Z [----] followers, 16.8K engagements


"If someone OTHER than @tZERO becomes the DTCC Of Tokenization then it will have been a truly colossal missed opportunity by the @tZERO team. The win is right there in front of them for the taking. Im long $BYON and live in hope. @marcuslemonis @AlderLaneEggs How does @tZERO compare against @DinariGlobal @Alan_Konevsky Thoughts https://t.co/MENNUlZzUw How does @tZERO compare against @DinariGlobal @Alan_Konevsky Thoughts https://t.co/MENNUlZzUw"  
[X Link](https://x.com/CestrianInc/status/1956271468406345876)  2025-08-15T08:27Z [----] followers, [----] engagements


"@ericjackson I have a feeling this one might work out CEO & mgt team likely headed for the door imo Energy from replacement team can create a little momentum in the stock by itself Rate cuts coming and assumable mortgages too Plus the new power of retail investors Im long $OPEN 🚀"  
[X Link](https://x.com/anyuser/status/1956325463665639525)  2025-08-15T12:01Z [----] followers, 19.4K engagements


"I'm long $OPEN 🚀"  
[X Link](https://x.com/anyuser/status/1957441148982542372)  2025-08-18T13:55Z [----] followers, [----] engagements


"I would genuinely like to hear the bear case for $ETH right now. Not "there's a bear market coming one day" which is always true. But why levered-short right now I'm long the Ether complex. The sizable short position on $ETH is "future" buying power The sizable short position on $ETH is "future" buying power"  
[X Link](https://x.com/anyuser/status/1957472911700181356)  2025-08-18T16:01Z [----] followers, 27.6K engagements


"@Mr_Derivatives @ericjackson I'm all in on $OPEN. Took profits on LEAPs already. And on an early stock position. Now up 50pc on a trading position and 75pc on a long term position Go @ericjackson"  
[X Link](https://x.com/CestrianInc/status/1958958523284426890)  2025-08-22T18:24Z [----] followers, 16.7K engagements


"Oh Yes It Is. Remember when everybody doubted in the #BlowOffTop And in the #Altseason IT. IS. HERE. Remember when everybody doubted in the #BlowOffTop And in the #Altseason IT. IS. HERE"  
[X Link](https://x.com/CestrianInc/status/1958978990787424308)  2025-08-22T19:46Z [----] followers, 16.6K engagements


"@RobertDurant7 @ericjackson The board appears to be having a rabbit-in-headlights moment Happens I'm long $OPEN 🚀"  
[X Link](https://x.com/CestrianInc/status/1959291310222749911)  2025-08-23T16:27Z [----] followers, [----] engagements


"This by the way is why activism works @ericjackson I'm long $OPEN 🚀 @ericjackson Could the agent DM me the address please We've got a renewed mindset: we're obsessively inspecting every single home we acquire & put back on the market. @ericjackson Could the agent DM me the address please We've got a renewed mindset: we're obsessively inspecting every single home we acquire & put back on the market"  
[X Link](https://x.com/CestrianInc/status/1959584557101195571)  2025-08-24T11:52Z [----] followers, 12.8K engagements


"@amitisinvesting lets think about $8.20 first maybe Im long $OPEN 🚀"  
[X Link](https://x.com/CestrianInc/status/1959993666895851678)  2025-08-25T14:57Z [----] followers, 10.1K engagements


"$OPEN I was delighted to chat with @ericjackson today about the Opendoor boards response - or lack of it - to the activist campaign. Watch it here"  
[X Link](https://x.com/anyuser/status/1960732111876346083)  2025-08-27T15:52Z [----] followers, 45.9K engagements


"@ericjackson I spoke to @ericjackson tuesday night about talking to me on a zoom call for publication wednesday morning. We did the call early wednesday. [--] prep. [--] editing. [--] retakes. The man has it in his veins. Cmon @amitisinvesting"  
[X Link](https://x.com/CestrianInc/status/1960848807983259796)  2025-08-27T23:36Z [----] followers, 11K engagements


"@RandianCapital Congratulations to @shrisha on reading the room and choosing the righteous path @ericjackson @rabois"  
[X Link](https://x.com/CestrianInc/status/1961187209031422434)  2025-08-28T22:00Z [----] followers, [----] engagements


"Incredible work @ericjackson The new activism. Right here. I'm long $OPEN 🚀 Hey $OPEN family 👋 When I checked into the Hyatt in SF last night I had zero plans to meet with anyone at the company. I was here for other meetings. That all changed overnight. This morning OPEN asked me to stay for the day. I dropped everything. Tonight Im red-eyeing to Hey $OPEN family 👋 When I checked into the Hyatt in SF last night I had zero plans to meet with anyone at the company. I was here for other meetings. That all changed overnight. This morning OPEN asked me to stay for the day. I dropped everything."  
[X Link](https://x.com/CestrianInc/status/1963121668424900689)  2025-09-03T06:07Z [----] followers, [----] engagements


"I remain long $OPEN. And I believe in the power of Founder Mode. Memo from General @ericjackson: @rabois is engaged actively with the Board on discussions to return to the Board and the CEO search. Our public pressure campaign is working and we need to amp up the pressure so the Board understands that the $OPEN AArmy will not rest until Memo from General @ericjackson: @rabois is engaged actively with the Board on discussions to return to the Board and the CEO search. Our public pressure campaign is working and we need to amp up the pressure so the Board understands that the $OPEN AArmy will"  
[X Link](https://x.com/CestrianInc/status/1963616732599165369)  2025-09-04T14:54Z [----] followers, [----] engagements


"Well I just checked the market closing prices after a long call and all I can say about $OPEN is LMAO Kudos @ericjackson I remain ser long the stock. 🚀"  
[X Link](https://x.com/CestrianInc/status/1964068705546989876)  2025-09-05T20:50Z [----] followers, [----] engagements


"$OPEN The stock is now trading with high volume so its reasonable to use technical analysis. Near-term $9-10 is very achievable - its the [-----] Wave [--] extension of the prior Wave [--] placed at the W2 low. Below $5 lies risk. So about 2:1 r/r from here. Im long"  
[X Link](https://x.com/anyuser/status/1965761472845545736)  2025-09-10T12:57Z [----] followers, 19.6K engagements


"$OPEN Our latest note on this stock can be found on Seeking Alpha. This is a wonderful case study in the new shareholder activism - whether you follow this name or not. But as it happens I remain long OPEN. 🚀"  
[X Link](https://x.com/anyuser/status/1965881112179388514)  2025-09-10T20:52Z [----] followers, 36.3K engagements


"In my experience - backing a CEO comp plan when the CEO is a grownup is a great idea. $TSLA is the best example. $OPEN may be next up. Im long both of them 🚀 $OPEN 🚀 New CEO comp plan = ultra bullish. Kaz takes $1 salary + earns 82M shares ONLY if $OPEN hits price targets up to $33. Thats $2.6B+ in stock at $24B market cap. Aligned. Performance-based. Bullish for shareholders. $OPEN 🚀 New CEO comp plan = ultra bullish. Kaz takes $1 salary + earns 82M shares ONLY if $OPEN hits price targets up to $33. Thats $2.6B+ in stock at $24B market cap. Aligned. Performance-based. Bullish for"  
[X Link](https://x.com/CestrianInc/status/1966152786003083380)  2025-09-11T14:52Z [----] followers, 20.7K engagements


"@Jake__Wujastyk There will be SO MUCH CRYING in the casino if $OPEN does well. I'm long the name"  
[X Link](https://x.com/CestrianInc/status/1968009184039014404)  2025-09-16T17:48Z [----] followers, [----] engagements


"$SBET This is a widely misunderstood stock. It is a single-asset investment company; the asset is Ether. Right now it is trading below NAV and the stock looks like it is putting in a Wave [--] low. This is an excellent risk/reward setup if you use stops judiciously. Im long"  
[X Link](https://x.com/anyuser/status/1968030696938803424)  2025-09-16T19:14Z [----] followers, [----] engagements


"Im long $SBET. I think the company is underestimated. The management team isnt as marketing-savvy as $BMNR (which I also own) but their capital markets operations reflect the BlackRock DNA in the team. Buybacks below NAV + yield on asset = grownup behavior. NEW: SharpLink generated [---] ETH from staking rewards last week. That brings our total cumulative number to [----] ETH since launching the strategy on June [--] [----]. Our ETH treasury is fully staked putting SharpLink in a strong position to generate consistent revenue every day. https://t.co/R2zqXegNvZ NEW: SharpLink generated [---] ETH from"  
[X Link](https://x.com/anyuser/status/1970459695614771420)  2025-09-23T12:06Z [----] followers, [----] engagements


"@GrindeOptions The guy who bought it at $135 thats who"  
[X Link](https://x.com/CestrianInc/status/1970953485756792876)  2025-09-24T20:48Z [----] followers, [----] engagements


"@MartinShkreli RIFs usually bullish for stocks even if brutal for staff (& even if painful for the company) eg $META $BA and many others I'm long $OPEN for disclosure"  
[X Link](https://x.com/CestrianInc/status/1971263544919511366)  2025-09-25T17:20Z [----] followers, 19K engagements


"$OPEN remains on track to hit $12-15 in the near term in my view. I think the Wave [--] low is in and I think the consolidation around the 8-day SMA and 21-day EMA is meaningful. Im long the stock"  
[X Link](https://x.com/anyuser/status/1973501066894516564)  2025-10-01T21:31Z [----] followers, [----] engagements


"I know because I am old that in the end there will be a crashout in AI capex-driven names. Because dot-com and whatnot. But every time I ask an LLM to generate an image it seems like there hasn't been even close to enough capex yet. I can literally draw more quickly"  
[X Link](https://x.com/anyuser/status/1973716806692192746)  2025-10-02T11:48Z [----] followers, [----] engagements


"$ETH continues to look bullish. The 8-day MA just crossed up and over the 21-day EMA and the 50-day MA. Or in other words the bulls are in charge Im long the Ether complex"  
[X Link](https://x.com/anyuser/status/1975065316087709700)  2025-10-06T05:07Z [----] followers, 45.4K engagements


"All true. @HenrikZeberg called the start of the bull in H2 [----] like a boss. Remember I was not a bear in [----]. I was mega-bullish I said BlowOffTop - and forecasted min. [----] in [----]. So - not speaking to a Bear my friend And yes - it is not down to [--] chart. But it is down to understand what really drives the Economy. And - my positions still Remember I was not a bear in [----]. I was mega-bullish I said BlowOffTop - and forecasted min. [----] in [----]. So - not speaking to a Bear my friend And yes - it is not down to [--] chart. But it is down to understand what really drives the Economy. And - my"  
[X Link](https://x.com/CestrianInc/status/1976231319727432124)  2025-10-09T10:20Z [----] followers, 18.6K engagements


"Amidst the hoopla of the $BMNR short report folks continue to sleep on $SBET. SharpLink looks increasingly like a grownup investment company befitting its new BlackRock management DNA. Trading at about a 5% discount to NAV right now. Im long"  
[X Link](https://x.com/anyuser/status/1976366536853160252)  2025-10-09T19:17Z [----] followers, [----] engagements


"BTC bounced at the 200-day. Im long $IBIT "  
[X Link](https://x.com/anyuser/status/1976762064958845252)  2025-10-10T21:29Z [----] followers, 25.3K engagements


"Look for a full no-paywall Big Money Crypto update from us tonight"  
[X Link](https://x.com/CestrianInc/status/1976965534806950238)  2025-10-11T10:58Z [----] followers, 15.3K engagements


"If you have been seduced by Robinhood YTD performance screenshots lately - showing hundreds thousands of %age gains - I suggest you ignore them and subscribe to @eliant_capital 's work. Nobody is paying me to say this. Just read the note below. The performance is what good looks like and it's not built on sand made of altcoins or meme stonks. Bravo. Taco Xaco or both https://t.co/tmBBo9pe7y Taco Xaco or both https://t.co/tmBBo9pe7y"  
[X Link](https://x.com/anyuser/status/1977348595268341780)  2025-10-12T12:20Z [----] followers, 21.3K engagements


"Take a moment to zoom out from this weekend's crypto psychodrama. Watch my conversation with @HenrikZeberg to plan how you will handle your account when this bull market flips bear. If you want to beat 90pc of market participants and be ready for when this bull market turns bear Watch my conversation with @HenrikZeberg today. His work is special; he looks at markets through two overlaid lenses - technicals and macro. Any questions reach out here https://t.co/SP0ArnOxwO If you want to beat 90pc of market participants and be ready for when this bull market turns bear Watch my conversation with"  
[X Link](https://x.com/anyuser/status/1977457484370427940)  2025-10-12T19:32Z [----] followers, 32.9K engagements


"@HenrikZeberg Powell gave the tell today; QT slowing; QE may deliver the final top"  
[X Link](https://x.com/CestrianInc/status/1978190907829580219)  2025-10-14T20:07Z [----] followers, 12.8K engagements


"100% with bells on and a cherry on top. 🍰 The notion that you should just stay invested because you cant time the market is nonsense preached by asset managers to earn more fees. Of course you cant time the market if you dont know how to do it. But some people DO know how to do it. And almost anyone can learn. @HenrikZeberg can teach you. Nobody is paying me to say that. The difference between "staying in the market through the cycle" - and positioning defensively when Business Cycle rolls over: [--] TIMES (since 1975) Instead of generating 6000% - you would generate 42000% over the span of 50"  
[X Link](https://x.com/CestrianInc/status/1978377999092240772)  2025-10-15T08:30Z [----] followers, 24.7K engagements


"If you dont think your money is used as exit liquidity for the grownups I have a venture capital fund to sell you. [----]. Retail buying. Bigs Selling. Heres @a16z doing a truly superb job for their institutional investors in [----]. Want to make more money in the market Learn to follow Big Money instead of giving them Your Money. Let me kill a few Market Dogmas: [--]. Follow the FED No absolutely not When FED steps in - you get short-term effect of the liquidity. But FED steps in as the Economy rolls over. And they are always late [--]. You can't time the Market Yes - you can. And you should This"  
[X Link](https://x.com/anyuser/status/1978383064658051227)  2025-10-15T08:50Z [----] followers, 26.3K engagements


"$SBET [--] major hires today. The company is setting up as a very serious player in my view. Im long the stock"  
[X Link](https://x.com/anyuser/status/1980243834937434130)  2025-10-20T12:04Z [----] followers, 42K engagements


"This is a very serious management team. I'm long $SBET . $SBET management team now consists of key hires from BlackRock FalconX & Consensys while being led by the co-founder of Ethereum. (Probably nothing) $SBET management team now consists of key hires from BlackRock FalconX & Consensys while being led by the co-founder of Ethereum. (Probably nothing)"  
[X Link](https://x.com/anyuser/status/1980248984280003061)  2025-10-20T12:25Z [----] followers, 16K engagements


"Recommended reading. It has arrived 🙏🙏🙏 https://t.co/ZDJLw0qWEC It has arrived 🙏🙏🙏 https://t.co/ZDJLw0qWEC"  
[X Link](https://x.com/CestrianInc/status/1980577285943292352)  2025-10-21T10:09Z [----] followers, 19K engagements


"On our site right now. Im long $SBET "  
[X Link](https://x.com/anyuser/status/1981450830852104287)  2025-10-23T20:01Z [----] followers, [----] engagements


"He actually did I called all of this I called all of this"  
[X Link](https://x.com/CestrianInc/status/1983214901297303977)  2025-10-28T16:50Z [----] followers, 38K engagements


""Pump It" POWELL: THIS IS DIFFERENT FROM DOT-COM ERA POWELL: THERE WAS A CLEAR BUBBLE BACK THEN POWELL: THIS IS DIFFERENT FROM DOT-COM ERA POWELL: THERE WAS A CLEAR BUBBLE BACK THEN"  
[X Link](https://x.com/anyuser/status/1983612987165507761)  2025-10-29T19:12Z [----] followers, 26.4K engagements


"@HenrikZeberg Powell denial of credit risk is at odds with banks loan provisioning. I dont think that means we crash tomorrow but I do think it means that - as always - the storm will spin up in credit before it hits equities"  
[X Link](https://x.com/anyuser/status/1983666910530302192)  2025-10-29T22:47Z [----] followers, 15K engagements


"When the history of FinX of the Great Bull Market of 2023-20xx is written @lord_fed & @jbulltard1 will be declared the winners. (There are other more colorful ones but were SEC regulated and I could not possibly tag them lol). (Clue: go looking for the swordplay commentariat). For all the bears chest thumping I thought Id just let you know that the S&P is still green on the week. https://t.co/OCB6x8fhRv For all the bears chest thumping I thought Id just let you know that the S&P is still green on the week. https://t.co/OCB6x8fhRv"  
[X Link](https://x.com/anyuser/status/1989077217092219302)  2025-11-13T21:05Z [----] followers, 15.6K engagements

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