# ![@ConvMonitor1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1702037554290212864.png) @ConvMonitor1 Convertible Monitor

Convertible Monitor posts on X about bitcoin, debt, riot platforms, nav the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1702037554290212864/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702037554290212864/c:line/m:interactions.svg)

- [--] Week [---] +7,760%

### Mentions: [--] [#](/creator/twitter::1702037554290212864/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702037554290212864/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::1702037554290212864/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702037554290212864/c:line/m:followers.svg)

- [--] Week [--] no change

### CreatorRank: undefined [#](/creator/twitter::1702037554290212864/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1702037554290212864/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [stocks](/list/stocks)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [technology brands](/list/technology-brands) 

**Social topic influence**
[bitcoin](/topic/bitcoin), [debt](/topic/debt), [riot platforms](/topic/riot-platforms) #61, [nav](/topic/nav), [has the](/topic/has-the), [design](/topic/design), [calls](/topic/calls), [preference](/topic/preference), [ab](/topic/ab), [sek](/topic/sek)

**Top accounts mentioned or mentioned by**
[@adambliv](/creator/undefined) [@btctreasuries](/creator/undefined) [@saylor](/creator/undefined) [@h100group](/creator/undefined) [@futurehodlings](/creator/undefined) [@sanderandersenn](/creator/undefined) [@wiikjohannes](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Riot Platforms, Inc. (RIOT)](/topic/riot-platforms) [Twenty One Capital Inc (XXI)](/topic/twenty-one-capital) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Hut [--] Mining Corp. (HUT)](/topic/$hut)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@AdamBLiv Every saver will flock to STRC once they realize they can get 11% risk-free yield. Even the non-bitcoin-believers"  
[X Link](https://x.com/ConvMonitor1/status/2015075270705750102)  2026-01-24T14:52Z [--] followers, [---] engagements


"@BTCtreasuries Relentless execution from Strategy. The smaller companies will likely regain their momentum as Bitcoin appreciates in value"  
[X Link](https://x.com/ConvMonitor1/status/2015099629264634220)  2026-01-24T16:29Z [--] followers, [--] engagements


"High leverage is more tolerable with long duration. MARA has the highest leverage were tracking and the longest maturity"  
[X Link](https://x.com/anyuser/status/2015536820847575065)  2026-01-25T21:26Z [--] followers, [--] engagements


"@saylor The accumulation continues💯"  
[X Link](https://x.com/ConvMonitor1/status/2015787373963948300)  2026-01-26T14:02Z [--] followers, [---] engagements


"New design for each issuer page. Stock price shows "as of time" & Bitcoin price updates in real time"  
[X Link](https://x.com/anyuser/status/2023182545618366493)  2026-02-15T23:48Z [--] followers, [--] engagements


"This is how H100 raised 612M SEK in [--] days using convertibles: In May [----] H100 issued its first convertible raising 21M SEK. At the time the stock traded around [---] SEK. The conversion price was set at [---] SEK with a 3-year maturity. Effectively the investors got full equity upside with a bond-like downside protection. In June [----] H100 followed up with Tranche [--] raising 31M SEK. The conversion price was set at [----] SEK with a 5-year maturity. The following day Tranches [--] were triggered. 127.17M SEK was raised and immediately converted. Conversion prices ranged from [----] to [----] SEK. Seven"  
[X Link](https://x.com/ConvMonitor1/status/2015512902552125636)  2026-01-25T19:51Z [--] followers, [--] engagements


"Sequans has 94.5M USD in outstanding convertibles. It matures in July [----] and is currently 76% out-of-the-money"  
[X Link](https://x.com/ConvMonitor1/status/2015853363737293056)  2026-01-26T18:24Z [--] followers, [--] engagements


"Most debt issued by Bitcoin treasuries is unsecured which reduces exposure to margin calls and forced liquidation during short-term BTC volatility"  
[X Link](https://x.com/anyuser/status/2016989755313897549)  2026-01-29T21:40Z [--] followers, [--] engagements


"Both Metaplanet and Nakamoto use secured debt. This provides leverage without dilution but introduces collateral/liquidity risk if BTC drops far enough"  
[X Link](https://x.com/ConvMonitor1/status/2020951695472406674)  2026-02-09T20:03Z [--] followers, [--] engagements


"BTC AB has SEK 7.2M outstanding in its 10% Preference A shares"  
[X Link](https://x.com/anyuser/status/2021158197382221845)  2026-02-10T09:44Z [--] followers, [--] engagements


"Snapshot of Metaplanet's capital structure. Leverage is 14.6% of BTC NAV"  
[X Link](https://x.com/anyuser/status/2021312880390373649)  2026-02-10T19:58Z [--] followers, [--] engagements


"Full breakdown: https://convertiblemonitor.com/issuer/metaplanet https://convertiblemonitor.com/issuer/metaplanet"  
[X Link](https://x.com/anyuser/status/2021312883007651908)  2026-02-10T19:58Z [--] followers, [--] engagements


"Preferreds issued by BTC treasuries we track: Strategy $8.38B Strive $426M Metaplanet $138M Bitcoin Treasury Capital $0.8M Preferreds are increasingly central to BTC treasury financing"  
[X Link](https://x.com/ConvMonitor1/status/2021623508690927997)  2026-02-11T16:32Z [--] followers, [--] engagements


"While MARA and MSTR were buying BTC in November Sequans was. selling 🧵 They sold BTC to cut leverage from 93% down to 66% In a space where everyone's racing to maximize leverage one company hit the brakes Here's why that's fascinating 👇"  
[X Link](https://x.com/ConvMonitor1/status/2021642656989028780)  2026-02-11T17:49Z [--] followers, [--] engagements


"Current Sequans position: - 66.2% leverage (3rd highest of BTC treasuries I track) - [----] BTC holdings - 28.9% dilution risk - All debt matures July [----] That [----] maturity is KEY - they're on a much shorter timeline than most"  
[X Link](https://x.com/ConvMonitor1/status/2021642659128131928)  2026-02-11T17:49Z [--] followers, [--] engagements


"Compare to the big names: MARA: 93.5% leverage matures [----] MSTR: 35.1% leverage matures [----] Sequans: 66.2% leverage matures [----] Sequans has to figure this out in [---] years"  
[X Link](https://x.com/ConvMonitor1/status/2021642661489475670)  2026-02-11T17:49Z [--] followers, [--] engagements


"@H100Group @future_hodlings @Sanderandersenn @Wiik_Johannes Most BTC treasuries are focused on acquiring more Bitcoin H100 is building the network to raise the debt that funds it Access to Swiss banking means better terms more capacity less dilution Network first then leverage. Way smarter than the other way around"  
[X Link](https://x.com/ConvMonitor1/status/2022018359249055966)  2026-02-12T18:41Z [--] followers, [--] engagements


"Updates to Convertible Monitor: 1) Three more companies are being tracked: - Twenty One Capital - Riot Platforms - Trump Media 2) Fiat Reserves introduced 3) Home page redesign"  
[X Link](https://x.com/anyuser/status/2022484044957782257)  2026-02-14T01:32Z [--] followers, [--] engagements


"New companies added (8+): - Matador Technologies - Block - Coinbase - Riot Platforms - Gamestop - Hut [--] - Canaan - Procap Financial"  
[X Link](https://x.com/anyuser/status/2023183141733888148)  2026-02-15T23:50Z [--] followers, [--] engagements


"New companies added (8+): - Matador Technologies - Block - Coinbase - Riot Platforms - Gamestop - Hut [--] - Canaan - Procap Financial"  
[X Link](https://x.com/anyuser/status/2023183141733888148)  2026-02-15T23:50Z [--] followers, [--] engagements


"New design for each issuer page. Stock price shows "as of time" & Bitcoin price updates in real time"  
[X Link](https://x.com/anyuser/status/2023182545618366493)  2026-02-15T23:48Z [--] followers, [--] engagements


"Updates to Convertible Monitor: 1) Three more companies are being tracked: - Twenty One Capital - Riot Platforms - Trump Media 2) Fiat Reserves introduced 3) Home page redesign"  
[X Link](https://x.com/anyuser/status/2022484044957782257)  2026-02-14T01:32Z [--] followers, [--] engagements


"View details: http://convertiblemonitor.com http://convertiblemonitor.com"  
[X Link](https://x.com/anyuser/status/2022484411011199431)  2026-02-14T01:33Z [--] followers, [--] engagements


"Preferreds issued by BTC treasuries we track: Strategy $8.38B Strive $426M Metaplanet $138M Bitcoin Treasury Capital $0.8M Preferreds are increasingly central to BTC treasury financing"  
[X Link](https://x.com/ConvMonitor1/status/2021623508690927997)  2026-02-11T16:32Z [--] followers, [--] engagements


"@AdamBLiv ASST has $10M in debt outstanding which is 1.1% of BTC NAV. Their issuance of SATA brings their amplification to 48.5% which is in line with the other treasuries we are tracking but achieved with effectively zero dilution"  
[X Link](https://x.com/anyuser/status/2021359289823265212)  2026-02-10T23:03Z [--] followers, [---] engagements


"Snapshot of Metaplanet's capital structure. Leverage is 14.6% of BTC NAV"  
[X Link](https://x.com/anyuser/status/2021312880390373649)  2026-02-10T19:58Z [--] followers, [--] engagements


"Full breakdown: https://convertiblemonitor.com/issuer/metaplanet https://convertiblemonitor.com/issuer/metaplanet"  
[X Link](https://x.com/anyuser/status/2021312883007651908)  2026-02-10T19:58Z [--] followers, [--] engagements


"BTC AB has SEK 7.2M outstanding in its 10% Preference A shares"  
[X Link](https://x.com/anyuser/status/2021158197382221845)  2026-02-10T09:44Z [--] followers, [--] engagements


"Strives 1% debt and 47% amplification point to strong investor demand for preferreds"  
[X Link](https://x.com/anyuser/status/2020961422902227076)  2026-02-09T20:42Z [--] followers, [--] engagements


"Both Metaplanet and Nakamoto use secured debt. This provides leverage without dilution but introduces collateral/liquidity risk if BTC drops far enough"  
[X Link](https://x.com/ConvMonitor1/status/2020951695472406674)  2026-02-09T20:03Z [--] followers, [--] engagements


"Convertibles can be structured to either raise more capital or minimize dilution"  
[X Link](https://x.com/anyuser/status/2018430546775351333)  2026-02-02T21:05Z [--] followers, [--] engagements


"Bitcoin treasuries primarily use debt to extend BTC exposure over time"  
[X Link](https://x.com/anyuser/status/2017131917410521120)  2026-01-30T07:05Z [--] followers, [--] engagements


"Most debt issued by Bitcoin treasuries is unsecured which reduces exposure to margin calls and forced liquidation during short-term BTC volatility"  
[X Link](https://x.com/anyuser/status/2016989755313897549)  2026-01-29T21:40Z [--] followers, [--] engagements


"Assuming a long-term Bitcoin appreciation the maturity for convertibles often matters more than leverage"  
[X Link](https://x.com/anyuser/status/2016178625272283358)  2026-01-27T15:56Z [--] followers, [--] engagements


"A 0% coupon zero-premium convertible is effectively equity with downside protection. Thats how H100 structured its first convertible"  
[X Link](https://x.com/anyuser/status/2015914440340717882)  2026-01-26T22:27Z [--] followers, [--] engagements


"Sequans has 94.5M USD in outstanding convertibles. It matures in July [----] and is currently 76% out-of-the-money"  
[X Link](https://x.com/ConvMonitor1/status/2015853363737293056)  2026-01-26T18:24Z [--] followers, [--] engagements


"High leverage is more tolerable with long duration. MARA has the highest leverage were tracking and the longest maturity"  
[X Link](https://x.com/anyuser/status/2015536820847575065)  2026-01-25T21:26Z [--] followers, [--] engagements


"Capital B has [--] convertibles outstanding. The issuer cannot force conversion within the first three years"  
[X Link](https://x.com/anyuser/status/2015531342188937713)  2026-01-25T21:04Z [--] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing