# ![@MaxAria91826037 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1605389236043239424.png) @MaxAria91826037 Max Arias

Max Arias posts on X about $blnd, debt, $hut, $hypd the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1605389236043239424/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1605389236043239424/c:line/m:interactions.svg)

- [--] Week [-----] +278%
- [--] Month [-----] +70%
- [--] Months [-----] +456%
- [--] Year [------] +2,199%

### Mentions: [--] [#](/creator/twitter::1605389236043239424/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1605389236043239424/c:line/m:posts_active.svg)

- [--] Month [--] -67%
- [--] Months [--] +111%
- [--] Year [--] +460%

### Followers: [--] [#](/creator/twitter::1605389236043239424/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1605389236043239424/c:line/m:followers.svg)

- [--] Week [--] +21%
- [--] Month [--] +42%
- [--] Months [--] +467%
- [--] Year [--] +6,700%

### CreatorRank: undefined [#](/creator/twitter::1605389236043239424/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1605389236043239424/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$blnd](/topic/$blnd) #3, [debt](/topic/debt), [$hut](/topic/$hut), [$hypd](/topic/$hypd), [$crwv](/topic/$crwv), [ai](/topic/ai), [agentic](/topic/agentic) #1636, [sentiment](/topic/sentiment), [market cap](/topic/market-cap), [$nvda](/topic/$nvda)

**Top accounts mentioned or mentioned by**
[@multimismanaged](/creator/undefined) [@rdd147](/creator/undefined) [@jtlonsdale](/creator/undefined) [@corpcapture](/creator/undefined) [@nghamsari](/creator/undefined) [@taylorstcap](/creator/undefined) [@magiccompounds](/creator/undefined) [@boxlongs](/creator/undefined) [@ser_kingslayer_](/creator/undefined) [@stockspy1](/creator/undefined) [@chartsrus0](/creator/undefined) [@dividenddudex](/creator/undefined) [@updatingpriors](/creator/undefined) [@eyakoby](/creator/undefined) [@deepthinktrader](/creator/undefined) [@realjimchanos](/creator/undefined) [@serkingslayer](/creator/undefined) [@goldilock1969](/creator/undefined)

**Top assets mentioned**
[Blend Labs, Inc. (BLND)](/topic/$blnd) [Hut [--] Mining Corp. (HUT)](/topic/$hut) [Hyperion DeFi (HYPD)](/topic/$hypd) [CoreWeave, Inc (CRWV)](/topic/$crwv) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Sunrun Inc (RUN)](/topic/$run) [UnitedHealth Group (UNH)](/topic/$unh) [Advanced Micro Devices (AMD)](/topic/$amd) [XLink Bridged BTC (ABTC)](/topic/$abtc) [Hyperliquid (HYPE)](/topic/$hype) [Sonnet BioTherapeutics Holdings, Inc. Common Stock (SONN)](/topic/$sonn) [NCINO, Inc. (NCNO)](/topic/$ncno) [Iris Energy Limited (IREN)](/topic/$iren) [Apogee Therapeutics, Inc. (APGE)](/topic/$apge) [Pure Storage, Inc. (PSTG)](/topic/$pstg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Stockspy1 Bout to get squeezed 30% SI float + potential sector multiple re rating if sept cut appears more likely"  
[X Link](https://x.com/MaxAria91826037/status/1811855051981488483)  2024-07-12T20:08Z [--] followers, [--] engagements


"@rdd147 Could you send me your source link Have been following for a while and looking to build a position if can see a reasonable path to paying down [----] maturities"  
[X Link](https://x.com/MaxAria91826037/status/1856001817181618301)  2024-11-11T15:51Z [--] followers, [---] engagements


"@rdd147 Dont think so on Nova- at the end of the day it belongs inside an insurance co or large asset manager with low cost of capital given asset yields and ability to manage duration. Surprised no one has approached to purchase or at least arranged an off take agreement"  
[X Link](https://x.com/MaxAria91826037/status/1858973261100707887)  2024-11-19T20:38Z [--] followers, [--] engagements


"@rdd147 They dont have too much debt they have financial products with a highly attractive yield but with an asset liability timing mismatch as long as capital markets stay open they will re rate"  
[X Link](https://x.com/MaxAria91826037/status/1866940234941993113)  2024-12-11T20:16Z [--] followers, [---] engagements


"@rdd147 My guy your sentiment on these names is all over the place"  
[X Link](https://x.com/MaxAria91826037/status/1868697226048151919)  2024-12-16T16:38Z [--] followers, [--] engagements


"@ChartsRUs0 @rdd147 this is interesting"  
[X Link](https://x.com/DegenLaneCap/status/1917050029967102144)  2025-04-29T02:55Z [--] followers, [--] engagements


"$RUN ITCs not touched until [----] and then phased out through [----]. Massively positive vs. what market had priced in IMO"  
[X Link](https://x.com/DegenLaneCap/status/1922023472563155173)  2025-05-12T20:17Z [--] followers, [---] engagements


"$HUT is my highest conviction name of [----] and classic asymmetric bet. Downside limited to value of BTC on balance sheet call it 1.1bn and high confidence they sign a hyperscaler contract before year end. Plus option value of trump partnership / SPAC"  
[X Link](https://x.com/DegenLaneCap/status/1922030801287311369)  2025-05-12T20:47Z [--] followers, [---] engagements


"@DividendDude_X Ive been under the OpenAI hood in a recent private round and can say unequivocally Googles add and search model are dead in the water within [--] years"  
[X Link](https://x.com/DegenLaneCap/status/1923097354120442245)  2025-05-15T19:25Z [--] followers, [---] engagements


"Why do these chart bros think that drawing lines on a price chart can tell them anything about future performance. Absolutely moronic might as well check your horoscope. $unh $hut $amd"  
[X Link](https://x.com/DegenLaneCap/status/1929233697435205930)  2025-06-01T17:48Z [--] followers, [---] engagements


"$HUT is absolutely cooking with grease now. Real recurring revenue base from power sale contracts will unlock multiple expansion and thats before the (obvious) hyperscaler dc deal in process or $ABTC pump. If it holds in the 20s before those catalysts easy [--] plus pt"  
[X Link](https://x.com/DegenLaneCap/status/1940550930623352958)  2025-07-02T23:19Z [--] followers, [--] engagements


"@updating_priors Agree - also Haveli has a large stake. Theyre a top tier software buyout fund I know well and will certainly take the company private if it continues to languish. Completely asymmetric"  
[X Link](https://x.com/DegenLaneCap/status/1940561526282506462)  2025-07-03T00:01Z [--] followers, [--] engagements


"Starting a position in $HYPD. 💈highly speculative trade but risk reward is assymetric. Institutional investors are using the shell of defunct biotech Eyenovia $EYNV to build a treasury of Hyperliquid which provides access to perpetual crypto futures"  
[X Link](https://x.com/DegenLaneCap/status/1941558051477258246)  2025-07-05T18:01Z [--] followers, [---] engagements


"@EYakoby Does this guy have an opinion on any issue thats not related to Israel"  
[X Link](https://x.com/DegenLaneCap/status/1941676684660310469)  2025-07-06T01:52Z [--] followers, [--] engagements


"My takeaway is even on a fully diluted basis $HYPD IS a better vehicle for $HYPE exposure than $SONN"  
[X Link](https://x.com/DegenLaneCap/status/1968325547559448864)  2025-09-17T14:45Z [--] followers, [---] engagements


"@MultiMismanaged Thankfully @JTLonsdale / 8VC just took a major position (new public equity SPV) in Blend. They would have to be on board most likely. But it wouldnt be a bad move for them to let Haveli fix this in a private context either"  
[X Link](https://x.com/DegenLaneCap/status/1975194790208966903)  2025-10-06T13:41Z [--] followers, [---] engagements


"@DeepThinkTrader @MultiMismanaged @JTLonsdale @NGhamsari But basically the stock needs to move dramatically soon otherwise yeah its likely a takeout at high [--] to low [--] share price and Haveli gets all the upside. Still not a bad position to be in when your downside is 20%+ todays price"  
[X Link](https://x.com/DegenLaneCap/status/1975218550685257756)  2025-10-06T15:16Z [--] followers, [---] engagements


"@MultiMismanaged Im scooping up more every day. One of the only names Im following that looks remotely investivle in this market"  
[X Link](https://x.com/DegenLaneCap/status/1975569236513988767)  2025-10-07T14:29Z [--] followers, [---] engagements


"@MultiMismanaged I think this is real too not just public market lip service. They have the engineering chops to pull it off with the teams palantir pedigree. Could lead to a multiple re-rate even in a flat macro backdrop"  
[X Link](https://x.com/DegenLaneCap/status/1978524031033729365)  2025-10-15T18:11Z [--] followers, [--] engagements


"@MultiMismanaged Overbuild is a given but would be worried about reflexivity in the short run here especially with the rate path. Same nonsense thats going on with quantum. Need to see cap rates expand / leases start to break or commentary about insufficient ROI before its safe IMO"  
[X Link](https://x.com/DegenLaneCap/status/1978551356391653776)  2025-10-15T19:59Z [--] followers, [--] engagements


"$HYPD now with 44% short interest % of float on a $44m market cap. Any positive news including monetizing HIP-3 rollout could send this thing stratospheric"  
[X Link](https://x.com/DegenLaneCap/status/1977841656343998567)  2025-10-13T20:59Z [--] followers, [---] engagements


"Someone please explain to me why POS $NCNO is on a non-stop dump course"  
[X Link](https://x.com/DegenLaneCap/status/1978486503513989612)  2025-10-15T15:41Z [--] followers, [---] engagements


"Harveys Series E revenue multiple was 70x. Theres nothing special about the technology they just brought a first to market wrapper for legal professionals with good UI/UX. Someones going to do the same for mortgage and LO profs. I think $BLND has the chops and window to win"  
[X Link](https://x.com/DegenLaneCap/status/1978829710877479197)  2025-10-16T14:25Z [--] followers, [---] engagements


"@RealJimChanos It doesnt make sense to look at unlevered returns when realistically its 70-80% asset backed debt financing (like every $CRWV deal) for the GPU purchase. The real takeaway is GPU rental deflation which has much broader implications for $NVDA etc"  
[X Link](https://x.com/DegenLaneCap/status/1986068762848829519)  2025-11-05T13:51Z [--] followers, [---] engagements


"So $BLND would be involved in the origination of a second (mezz -like) mortgage to bridge the equity (down payment + assumed mortgage + new second lien)"  
[X Link](https://x.com/DegenLaneCap/status/1988648634435662094)  2025-11-12T16:42Z [--] followers, [---] engagements


"@MultiMismanaged Agree but question is - how many would choose to sell a low rate mortgage which is an asset instead of porting it. Net positive for originations too because likely will need a new mezz like loan to bridge the equity gap"  
[X Link](https://x.com/DegenLaneCap/status/1988652798154850467)  2025-11-12T16:59Z [--] followers, [--] engagements


"0 understanding of $CRWV unit economics. They pay down debt on a project level in [--] years and make a 4x+ on equity in [--] years. Not to mention all contracts they sign come with significant customer prepayment. You can argue mismatch of lease liability and customer contracts tho. Coreweave CDS is trading at 874bp $CRWV senior bonds carry 9% coupon As soon as the CDS crosses 900bp that means bond investors will expect not to recover 100% of the principal However if bond investors dont recover 100% principal the value of the equity is ZERO Just a FYI Coreweave CDS is trading at 874bp $CRWV senior"  
[X Link](https://x.com/DegenLaneCap/status/2001479533023867086)  2025-12-18T02:28Z [--] followers, [---] engagements


"Why anyone would buy $IREN over $CRWV at todays prices/ market cap is mind boggling. Just buy the clear market leader with an actual execution track record sweet heart deal w $NVDA & the lowest cost of incremental financing if you want to play the buildout theme"  
[X Link](https://x.com/DegenLaneCap/status/2006106503443280026)  2025-12-30T20:53Z [--] followers, [---] engagements


"$BLND has the customer base / distribution already has the data moat and a strong tech team to execute. If we get some commercial traction here the re-rate will be insane. @JTLonsdale this explains why you got back in"  
[X Link](https://x.com/DegenLaneCap/status/1978832701705605177)  2025-10-16T14:37Z [--] followers, [---] engagements


"Tripled down on $BLND today going into earnings. Dont expect a huge beat but cant see it getting much cheaper and excited to hear about the AI product launch. Beating a dead horse but absurdly assymetric R/R"  
[X Link](https://x.com/DegenLaneCap/status/1985866051481927933)  2025-11-05T00:25Z [--] followers, [---] engagements


"Trying to figure out net impact to $BLND if this were to happen. Gut says likely a headwind to legacy originations but more than offset by volumes and need for HELOC / second liens to bridge the equity gap. Thoughts We are actively evaluating portable mortgages. We are actively evaluating portable mortgages"  
[X Link](https://x.com/DegenLaneCap/status/1988632306181886306)  2025-11-12T15:37Z [--] followers, [---] engagements


"macro / rates aside the admin is going to get slaughtered in midterms if it doesnt take extreme action on housing market. This will be the real [----] $BLND catalyst (assuming no haveli takeout)"  
[X Link](https://x.com/DegenLaneCap/status/2005665171143053369)  2025-12-29T15:40Z [--] followers, [---] engagements


"Called it. Banger. $BLND Could be aggressively buying MBS with Freddie and Fannie BS to reduce spreads. Could be a public private partnership with home builders. Could be a rate subsidy for first time buyers etc Could be aggressively buying MBS with Freddie and Fannie BS to reduce spreads. Could be a public private partnership with home builders. Could be a rate subsidy for first time buyers etc"  
[X Link](https://x.com/DegenLaneCap/status/2009466468350456119)  2026-01-09T03:25Z [--] followers, [---] engagements


"@MultiMismanaged What are your latest thoughts on $blnd. Im staying the course but Im worried about their execution now. Knowing Haveli theyd only replace a CRO if the ball had been dropped"  
[X Link](https://x.com/DegenLaneCap/status/2011898620547826020)  2026-01-15T20:29Z [--] followers, [---] engagements


"$APGE selling by fairmount is to cover LP Reds. No change in their conviction heard from the source. Buying opp for those who missed before"  
[X Link](https://x.com/DegenLaneCap/status/2014778039398265154)  2026-01-23T19:11Z [--] followers, [---] engagements


"@NGhamsari hoping to see some of that offense promised in earnings commentary. Theres no reason $blnd should not have the leading agentic offering for LOs. Dont want to hear about difficult sales cycle to FIs when Cognition has been selling into every bank. Rooting for u guys"  
[X Link](https://x.com/DegenLaneCap/status/2016891061533040767)  2026-01-29T15:07Z [--] followers, [---] engagements


"I would think Haveli would just buy $BLND right now but they may be too busy realizing their entire portfolio across both software and gaming funds is about to be marked down"  
[X Link](https://x.com/DegenLaneCap/status/2018787661524443261)  2026-02-03T20:44Z [--] followers, [---] engagements


"@corpcapture @TaylorStCap @MagicCompounds If I wasnt over allocated already Id buy more at todays price. Thesis hasnt changed @MagicCompounds laid it out as clearly as Ive seen it. The company is basically priced like when it almost went BK. Theyre focused on GTM now. Riding out another few Qs at least"  
[X Link](https://x.com/DegenLaneCap/status/2018801869850915043)  2026-02-03T21:40Z [--] followers, [---] engagements


"$PSTG if you believe: (1) inference working memory (KV cache/context) becomes next bottleneck (2) stacks move to persistent/shared tiered KV pool (3) that new tier is bought as managed flash infra and (4) AI storage isnt winner-take-all (VAST doesnt monopolize) = re rate"  
[X Link](https://x.com/DegenLaneCap/status/2020850574757855487)  2026-02-09T13:21Z [--] followers, [---] engagements


"$blnd from housing wire Unlike bolt-on AI tools that add alerts and handoffs Blends agentic AI model operates within a unified context that understands relationships across borrower data documents and investor guidelines. K lets see the adoption then"  
[X Link](https://x.com/DegenLaneCap/status/2020974217253269923)  2026-02-09T21:32Z [--] followers, [---] engagements


"@ser_kingslayer_ The premise is inference. Models get bigger context windows larger and will need a way to manage working memory. HBM on chip is the constraint. PSTG offers a solution through tiering. VAST is already doing this and just raised at 25x revenue"  
[X Link](https://x.com/DegenLaneCap/status/2022144277011476762)  2026-02-13T03:02Z [--] followers, [--] engagements


"LOWER 🤝 $BLND US Existing Home Sales Collapsed In January https://t.co/qQ6GWWpM0Y US Existing Home Sales Collapsed In January https://t.co/qQ6GWWpM0Y"  
[X Link](https://x.com/DegenLaneCap/status/2021966436885745747)  2026-02-12T15:15Z [--] followers, [---] engagements


"@MultiMismanaged @BoxLongs then why hasnt he stood up an agentic offering with any traction. Or literally done anything to change the sentiment"  
[X Link](https://x.com/DegenLaneCap/status/2022331244047175706)  2026-02-13T15:25Z [--] followers, [---] engagements

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