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# ![@HermesLux Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1349508768346812420.png) @HermesLux Hermes Lux

MicroStrategy ($MSTR) is making significant moves in the market, including buying more Bitcoin, with its current holdings at XXXXXXX BTC. The company's potential inclusion in the S&P XXX index is also generating buzz, with some predictions that it could temporarily send the stock soaring to $400-$425 range. Additionally, discussions around the company's financials, such as its Net Asset Value (NAV) and Market NAV (MNAV), are underway among investors and analysts.

### Engagements: XXXXXX [#](/creator/twitter::1349508768346812420/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1349508768346812420/c:line/m:interactions.svg)

- X Week XXXXXXX +40%
- X Month XXXXXXXXX +85%
- X Months XXXXXXXXXX +198%
- X Year XXXXXXXXXX +615%

### Mentions: XX [#](/creator/twitter::1349508768346812420/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1349508768346812420/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX +71%
- X Months XXXXX +116%
- X Year XXXXX +126%

### Followers: XXXXXX [#](/creator/twitter::1349508768346812420/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1349508768346812420/c:line/m:followers.svg)

- X Week XXXXXX +0.69%
- X Month XXXXXX +3.50%
- X Months XXXXXX +71%
- X Year XXXXXX +496%

### CreatorRank: XXXXXXX [#](/creator/twitter::1349508768346812420/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1349508768346812420/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1349508768346812420/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #1915 [stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[bitcoin](/topic/bitcoin) #758, [mstr](/topic/mstr) #21, [$mstr](/topic/$mstr) #60, [$strc](/topic/$strc) #8, [$mtplf](/topic/$mtplf) #6, [$btc](/topic/$btc) #950, [ticker](/topic/ticker) #53, [lux](/topic/lux) #25, [$0m](/topic/$0m) #3, [$strf](/topic/$strf) #6

**Top accounts mentioned or mentioned by**
[@strategy](/creator/undefined) [@toxbit3](/creator/undefined) [@saylor](/creator/undefined) [@actuallyclimber](/creator/undefined) [@piovincenzo](/creator/undefined) [@boraghav](/creator/undefined) [@grok](/creator/undefined) [@alleyesonmela1](/creator/undefined) [@danainhawaii](/creator/undefined) [@jessekobernick](/creator/undefined) [@francescob888](/creator/undefined) [@thee_goated_one](/creator/undefined) [@petrakov47](/creator/undefined) [@tslaish](/creator/undefined) [@btcbullrider](/creator/undefined) [@leadingreport](/creator/undefined) [@nithusezni](/creator/undefined) [@edwardmckernan](/creator/undefined) [@w2freedom](/creator/undefined) [@tothemadmax](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [Strive, Inc. (ASST)](/topic/$asst) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts [#](/creator/twitter::1349508768346812420/posts)
---
Top posts by engagements in the last XX hours

"The MSTR XX Liquidation Contingency Plan This post serves two purposes: X. To educate those eager to learn about covered call strategies. X. To address concerns from skeptics who misunderstand the effectiveness of this approach. Many critics lack the experience to see solutions when a long position like their MSTR stock is called away. To them this is catastrophic as if their investment is lost forever. They often dismiss all covered call strategies as nearly identical which is far from true. Without the requisite experience this strategy may feel daunting. Critics tend to focus on the"  
[X Link](https://x.com/HermesLux/status/1957181963074154935) [@HermesLux](/creator/x/HermesLux) 2025-08-17T20:45Z 13.3K followers, 23.2K engagements


"Metaplanet bros celebrating a XX% up day today "We're so back boys""  
[X Link](https://x.com/HermesLux/status/1980299262295756899) [@HermesLux](/creator/x/HermesLux) 2025-10-20T15:45Z 13.3K followers, 11.5K engagements


"I asked grok to use this information to project a BTC price out two years"  
[X Link](https://x.com/HermesLux/status/1980327932892754098) [@HermesLux](/creator/x/HermesLux) 2025-10-20T17:39Z 13.3K followers, 7347 engagements


"MSTR buys another XXX BTC; now holds 638985 BTC. $MSTR ATM = $0M / XXX% $STRK ATM = $17.3M / XX% $STRF ATM = $34.0M / XX% $STRD ATM = $16.9M / XX% $STRC ATM = $0.0M / XXX% Total ATM = $68.2M / 100%"  
[X Link](https://x.com/HermesLux/status/1967561281759584288) [@HermesLux](/creator/x/HermesLux) 2025-09-15T12:08Z 13.3K followers, 37.9K engagements


"MSTR buys another XXX BTC; now holds 639835 BTC. $MSTR ATM = $80.6M / XX% $STRK ATM = $0M / XXX% $STRF ATM = $19.4M / XX% $STRD ATM = $0.0M / XXX% $STRC ATM = $0.0M / XXX% Total ATM = $100.0M / 100%"  
[X Link](https://x.com/HermesLux/status/1970097266363883589) [@HermesLux](/creator/x/HermesLux) 2025-09-22T12:06Z 13.3K followers, 8897 engagements


"MSTR buys another XXX BTC; now holds 640031 BTC. $MSTR ATM = $116.4M / XX% $STRK ATM = $0M / XXX% $STRF ATM = $11.3M / X% $STRD ATM = $0.4M / XXX% $STRC ATM = $0.0M / XXX% Total ATM = $128.1M / 100%"  
[X Link](https://x.com/HermesLux/status/1972643538522214876) [@HermesLux](/creator/x/HermesLux) 2025-09-29T12:44Z 13.3K followers, 9657 engagements


"Tomorrow morning (JST) Simon will publish the profits generated (income) on Metaplanet's Bitcoin operations. They are not making us wait until the official earnings report. This is leadership in action. $MTPLF / 3350 / DN3"  
[X Link](https://x.com/HermesLux/status/1973065520543858845) [@HermesLux](/creator/x/HermesLux) 2025-09-30T16:40Z 13.3K followers, 11.5K engagements


"MTPLF mNAV = XXXX MSTR mNAV = 1.49"  
[X Link](https://x.com/HermesLux/status/1973381895984414889) [@HermesLux](/creator/x/HermesLux) 2025-10-01T13:38Z 13.3K followers, 8962 engagements


"Metaplanet's Project Nova -- A "Theory" Project Nova is most likely a Bitcoin-focused prime brokerage service tailored for institutional and high-net-worth clients in Japan and globally. This would position Metaplanet as a comprehensive financial infrastructure providerhandling custody execution lending OTC trading and derivativeswhile addressing the market inefficiencies they've encountered in their massive Bitcoin acquisitions. @gerovich's Goldman Sachs derivatives experience directly translates to building a prime brokeroffering bundled services like secure custody (reducing third-party"  
[X Link](https://x.com/HermesLux/status/1973953670820548628) [@HermesLux](/creator/x/HermesLux) 2025-10-03T03:30Z 13.3K followers, 79.2K engagements


"MTPLF mNAV = XXXX MSTR mNAV = 1.37"  
[X Link](https://x.com/HermesLux/status/1976283258192355555) [@HermesLux](/creator/x/HermesLux) 2025-10-09T13:47Z 13.3K followers, 17.4K engagements


"Because selling equity debt earned income. Company balance assets will still go up thereby raising the floor value of the ticker to match the dollar value of its BTC holdings but without organic income mNAV compression ensues"  
[X Link](https://x.com/HermesLux/status/1976290089891422225) [@HermesLux](/creator/x/HermesLux) 2025-10-09T14:14Z 13.3K followers, 4291 engagements


"Selling smart covered calls and managing them correctly is like being the unflappable casino house pocketing the profits off degen bets from eager gamblers betting on incredibly low odds of a payout while you pocket the vig XXXX out of a 100"  
[X Link](https://x.com/HermesLux/status/1976326812214206847) [@HermesLux](/creator/x/HermesLux) 2025-10-09T16:40Z 13.3K followers, 3682 engagements


"Previously @Saylor famously said "There is no second best" so he decided to make one: $STRC"  
[X Link](https://x.com/HermesLux/status/1976332716707844369) [@HermesLux](/creator/x/HermesLux) 2025-10-09T17:03Z 13.3K followers, 12.1K engagements


"In the past XX days $NVDA is up the equivalent of 864576 BTC assuming a BTC price of $120000"  
[X Link](https://x.com/HermesLux/status/1976338682367107431) [@HermesLux](/creator/x/HermesLux) 2025-10-09T17:27Z 13.3K followers, 5677 engagements


"By rolling XX DTE XX deltas every week the expiration date never arrives and assignment is virtually non-existent"  
[X Link](https://x.com/HermesLux/status/1976360023983870328) [@HermesLux](/creator/x/HermesLux) 2025-10-09T18:52Z 13.3K followers, 10.2K engagements


"If you bought XXX shares of MSTR today at $320/share for $32000 executing the XX strategy would result in about $5500 (17%) in covered call premium the first year on the cost of those shares. If the stock declined to $200/share the % would decrease and if the stock increased to $500/share the % would increase. Week X = $300-$400 per contract Weeks 2-50 = $90-$120 per rolled contract This is in addition to any share price appreciation"  
[X Link](https://x.com/HermesLux/status/1976365679142920219) [@HermesLux](/creator/x/HermesLux) 2025-10-09T19:14Z 13.3K followers, 16.5K engagements


"I've seen this exact same pattern X days in a row now. Batches of roughly $XXX million in multiple billions in Bitcoin being transferred from unknown wallets to unknown wallets obviously some major institutional transferring happening perhaps the ETFs or some other unknown entity"  
[X Link](https://x.com/HermesLux/status/1976381742844887076) [@HermesLux](/creator/x/HermesLux) 2025-10-09T20:18Z 13.3K followers, 3722 engagements


"MSTW announces a weekly dividend of $0.836939/share. This represents a XXXX% return on today's closing price of 30.28"  
[X Link](https://x.com/HermesLux/status/1976449768332329254) [@HermesLux](/creator/x/HermesLux) 2025-10-10T00:48Z 13.3K followers, 5373 engagements


"The US doesn't have enough debt so it's taking on the debt of other countries now. B.B.B. Bitcoin"  
[X Link](https://x.com/HermesLux/status/1976470056923226149) [@HermesLux](/creator/x/HermesLux) 2025-10-10T02:09Z 13.3K followers, 13.5K engagements


"I'm vexed that the US would so easily buy $20B in Argentinian peso rather than buy BTC. I like Milei and what he stands for but I mean come on"  
[X Link](https://x.com/HermesLux/status/1976476849208427009) [@HermesLux](/creator/x/HermesLux) 2025-10-10T02:36Z 13.3K followers, 8840 engagements


"MTPLF mNAV = XXXX MSTR mNAV = 1.36"  
[X Link](https://x.com/HermesLux/status/1976677808211743085) [@HermesLux](/creator/x/HermesLux) 2025-10-10T15:54Z 13.3K followers, 116.4K engagements


"Covered calls are on fire today"  
[X Link](https://x.com/HermesLux/status/1976715111822684301) [@HermesLux](/creator/x/HermesLux) 2025-10-10T18:23Z 13.3K followers, 3953 engagements


"NVDA is down 1188461 BTC today at a BTC price of 117000"  
[X Link](https://x.com/HermesLux/status/1976728990074519792) [@HermesLux](/creator/x/HermesLux) 2025-10-10T19:18Z 13.3K followers, 2421 engagements


"Probably a good time to buy Bitcoin"  
[X Link](https://x.com/HermesLux/status/1976729899890323916) [@HermesLux](/creator/x/HermesLux) 2025-10-10T19:21Z 13.3K followers, 5417 engagements


"Between the MSTR ATM program and Trump's tariffs this is a covered call market"  
[X Link](https://x.com/HermesLux/status/1976730270029025458) [@HermesLux](/creator/x/HermesLux) 2025-10-10T19:23Z 13.3K followers, 5483 engagements


"This is why"  
[X Link](https://x.com/HermesLux/status/1976759320273408215) [@HermesLux](/creator/x/HermesLux) 2025-10-10T21:18Z 13.3K followers, 19K engagements


"That's funny"  
[X Link](https://x.com/HermesLux/status/1976770644835811641) [@HermesLux](/creator/x/HermesLux) 2025-10-10T22:03Z 13.3K followers, 8972 engagements


"Had a great discussion with a great group of guys today. I hope to do it again in the future to cover different topics. Video should be out Monday"  
[X Link](https://x.com/HermesLux/status/1976819297273233714) [@HermesLux](/creator/x/HermesLux) 2025-10-11T01:17Z 13.3K followers, 6954 engagements


"We should probably get our powder ready for when Bitcoin falls back under $109k. Could be soon"  
[X Link](https://x.com/HermesLux/status/1976821616752706006) [@HermesLux](/creator/x/HermesLux) 2025-10-11T01:26Z 13.3K followers, 13.6K engagements


"$192M profit in just a few days. This has to be one of the most profitable short term trades ever"  
[X Link](https://x.com/HermesLux/status/1976839750125601205) [@HermesLux](/creator/x/HermesLux) 2025-10-11T02:38Z 13.3K followers, 16.3K engagements


"$ASST is sitting at $700M market cap after hours. That's like a weekly ATM for @saylor"  
[X Link](https://x.com/HermesLux/status/1976849855676137805) [@HermesLux](/creator/x/HermesLux) 2025-10-11T03:18Z 13.3K followers, 4302 engagements


"Great news for the military. Trump figured out a way to pay the salaries of military members while the government is shutdown"  
[X Link](https://x.com/HermesLux/status/1977081663663530093) [@HermesLux](/creator/x/HermesLux) 2025-10-11T18:39Z 13.3K followers, 5938 engagements


"First order filled @ $109900. Three to go"  
[X Link](https://x.com/HermesLux/status/1977131662082556285) [@HermesLux](/creator/x/HermesLux) 2025-10-11T21:58Z 13.3K followers, 10.2K engagements


"Intellectually deficient people think the issue is the lack of taxes when in reality the issue is how much tax the government inflicts on its citizens thereby suppressing wages and wealth across the board. We know well what socialist and communist countries look like in today's modern economy but we haven't seen what a free market economy looked like since the age of the Renaissance and prior to the first Central Bank. If the majority of politicians were really good people they would be fighting to get rid of central banks and taxes but they aren't; they're just ignorant at best and corrupt"  
[X Link](https://x.com/HermesLux/status/1977379040714469763) [@HermesLux](/creator/x/HermesLux) 2025-10-12T14:21Z 13.3K followers, 8631 engagements


"Climbing back up"  
[X Link](https://x.com/HermesLux/status/1977471427142963511) [@HermesLux](/creator/x/HermesLux) 2025-10-12T20:28Z 13.3K followers, 5608 engagements


"What's going on here @PunterJeff"  
[X Link](https://x.com/HermesLux/status/1977786610943996401) [@HermesLux](/creator/x/HermesLux) 2025-10-13T17:20Z 13.3K followers, 25.4K engagements


"Saylor has referenced many times the ability to leverage digital capital/digital energy for future income generation with many countless examples. The prefs (phase 2) are just the beginning of this; they are not the end state of @Strategy's business model. Stay tuned--More to follow"  
[X Link](https://x.com/HermesLux/status/1977830803171127489) [@HermesLux](/creator/x/HermesLux) 2025-10-13T20:16Z 13.3K followers, 8305 engagements


"To be clear in the XX DTE XX Delta strategy that I discuss frequently "10 Delta" is only the entry point of the strategy. The management of it is a system that takes some getting used to if you are not familiar with rolling short calls. There are many variations that you could employ similar to what I discuss but the strategy itself is not simply selling XX Deltas every week because doing that every week for a credit is not possible. Thus XX is just the entrance point and a focal point to be used in the management of rolling weekly to a new XX DTE target"  
[X Link](https://x.com/HermesLux/status/1977834360821719118) [@HermesLux](/creator/x/HermesLux) 2025-10-13T20:30Z 13.3K followers, 12.5K engagements


"MTPLF mNAV = XXXX MSTR mNAV = 1.49"  
[X Link](https://x.com/HermesLux/status/1978046307202924801) [@HermesLux](/creator/x/HermesLux) 2025-10-14T10:32Z 13.3K followers, 20.1K engagements


"Directional probabilities from grok that a company that owns over 30000 Bitcoin and trades less than its market value of those bitcoin: XX% probability the stock will go up: Given the significant discount to Bitcoin holdings and a pristine balance sheet market revaluation or activist intervention is likely to drive appreciation over time supported by analyst price targets substantially above current levels (e.g. average 12-month targets around 1900-2500 JPY from a current XXX JPY). XX% probability the stock will go down: Short-term technical indicators suggest a sell signal and recent 12%"  
[X Link](https://x.com/HermesLux/status/1978058127481229756) [@HermesLux](/creator/x/HermesLux) 2025-10-14T11:19Z 13.3K followers, 7925 engagements


"Bought more $STRC this morning"  
[X Link](https://x.com/HermesLux/status/1978077341717762326) [@HermesLux](/creator/x/HermesLux) 2025-10-14T12:36Z 13.3K followers, 5685 engagements


"BTC to $125k+ by XX OCT"  
[X Link](https://x.com/HermesLux/status/1978152797112500502) [@HermesLux](/creator/x/HermesLux) 2025-10-14T17:35Z 13.3K followers, 20.8K engagements


"CORRECTION: $130k by Halloween"  
[X Link](https://x.com/HermesLux/status/1978155327020298413) [@HermesLux](/creator/x/HermesLux) 2025-10-14T17:45Z 13.3K followers, 13.7K engagements


"If you had sold a XX DTE XX delta covered call on $MSTR on ANY of the XXX trading days so far this year ALL of them would have expired worthless and in your favor. Your share count would be the same as it was on 1/1/2025"  
[X Link](https://x.com/HermesLux/status/1978168911536288227) [@HermesLux](/creator/x/HermesLux) 2025-10-14T18:39Z 13.3K followers, 15.7K engagements


"I can't say for sure but in hindsight the XX deltas may also have worked out; the XX deltas would not have"  
[X Link](https://x.com/HermesLux/status/1978172000246857810) [@HermesLux](/creator/x/HermesLux) 2025-10-14T18:52Z 13.3K followers, 4949 engagements


"I'm going to use the fact below to state that BTC will touch $133875 not too long after the Fed cuts rates on 10/29/25. This number is XXXX% higher than the BTC ATH"  
[X Link](https://x.com/HermesLux/status/1978229897597210820) [@HermesLux](/creator/x/HermesLux) 2025-10-14T22:42Z 13.3K followers, 12.6K engagements


"Beware of cooking oil crashes. They may be few in number but they are sudden"  
[X Link](https://x.com/HermesLux/status/1978257249383371045) [@HermesLux](/creator/x/HermesLux) 2025-10-15T00:30Z 13.3K followers, 5162 engagements


"At what point does a BTC rating no longer matter BTC rating: How many times over a company's Bitcoin treasury covers its debt"  
[X Link](https://x.com/HermesLux/status/1978265805570654518) [@HermesLux](/creator/x/HermesLux) 2025-10-15T01:04Z 13.3K followers, 33.1K engagements


"A work in progress"  
[X Link](https://x.com/HermesLux/status/1978279357169680781) [@HermesLux](/creator/x/HermesLux) 2025-10-15T01:58Z 13.3K followers, 11.5K engagements


"@WallStreetApes @grok what could happen here"  
[X Link](https://x.com/HermesLux/status/1978441601165730258) [@HermesLux](/creator/x/HermesLux) 2025-10-15T12:43Z 13.3K followers, XXX engagements


"MSTR is now up XX% YoY"  
[X Link](https://x.com/HermesLux/status/1978490465394577634) [@HermesLux](/creator/x/HermesLux) 2025-10-15T15:57Z 13.3K followers, 12.2K engagements


"MSTR is flat/down YTD"  
[X Link](https://x.com/HermesLux/status/1978490684265972027) [@HermesLux](/creator/x/HermesLux) 2025-10-15T15:58Z 13.3K followers, 6599 engagements


"Are we tired of wining yet team"  
[X Link](https://x.com/HermesLux/status/1978490929716596744) [@HermesLux](/creator/x/HermesLux) 2025-10-15T15:59Z 13.3K followers, 22.7K engagements


"BTC appreciation Phase X and the credit rating agency rating the prefs; no dates for any of these. $MSTR"  
[X Link](https://x.com/HermesLux/status/1978500311221182710) [@HermesLux](/creator/x/HermesLux) 2025-10-15T16:36Z 13.3K followers, 6338 engagements


"I don't view S&P inclusion as a major catalyst for $MSTR suddenly soaring to new highs. I realize I differ from others on this issue; hence why I sell covered calls the way I do. History decides who is correct; not analysts"  
[X Link](https://x.com/HermesLux/status/1978504839618265408) [@HermesLux](/creator/x/HermesLux) 2025-10-15T16:54Z 13.3K followers, 8254 engagements


"It's just like Christmas but without any green"  
[X Link](https://x.com/HermesLux/status/1978510569209524490) [@HermesLux](/creator/x/HermesLux) 2025-10-15T17:17Z 13.3K followers, 9398 engagements


"Hey @saylor I got another idea for a credit product; Offer CDs at X% with a $XXX minimum. Also will you be announcing the "Strategy Bank" vision at the next earnings on 10/30 It's going to take a while anyways so you may as well give the shareholders a sneak peak of what the future could look like for @Strategy"  
[X Link](https://x.com/HermesLux/status/1978514249333809270) [@HermesLux](/creator/x/HermesLux) 2025-10-15T17:32Z 13.3K followers, 28.6K engagements


"If you're upset about this price action just remember when you buy Bitcoin yourself your checking account balance goes down. In time your assets will appreciate and when they do you can generate income on those assets if invested and managed properly"  
[X Link](https://x.com/HermesLux/status/1978559190793625680) [@HermesLux](/creator/x/HermesLux) 2025-10-15T20:30Z 13.3K followers, 6450 engagements


"You wouldn't need to sell Bitcoin when you can take a loan against it"  
[X Link](https://x.com/HermesLux/status/1978563835922395328) [@HermesLux](/creator/x/HermesLux) 2025-10-15T20:49Z 13.3K followers, 5104 engagements


"It's coming isn't it"  
[X Link](https://x.com/HermesLux/status/1978566231411110188) [@HermesLux](/creator/x/HermesLux) 2025-10-15T20:58Z 13.3K followers, 20.9K engagements


"I wish I could use AI to find and organize past conversations I've had"  
[X Link](https://x.com/HermesLux/status/1978802152249135194) [@HermesLux](/creator/x/HermesLux) 2025-10-16T12:36Z 13.3K followers, 2250 engagements


"Regional Banks continue to tumble on "broader credit concerns". If only they had a Strategy ank"  
[X Link](https://x.com/HermesLux/status/1978839288545468590) [@HermesLux](/creator/x/HermesLux) 2025-10-16T15:03Z 13.3K followers, 4421 engagements


"Anyone trading $MSTY anymore"  
[X Link](https://x.com/HermesLux/status/1978870560672154032) [@HermesLux](/creator/x/HermesLux) 2025-10-16T17:08Z 13.3K followers, 9606 engagements


"Bought more MTPLF today with the MSTR covered call premiums"  
[X Link](https://x.com/HermesLux/status/1979189196716720222) [@HermesLux](/creator/x/HermesLux) 2025-10-17T14:14Z 13.3K followers, 7577 engagements


"Don't make this mistake"  
[X Link](https://x.com/HermesLux/status/1979216783627210757) [@HermesLux](/creator/x/HermesLux) 2025-10-17T16:03Z 13.3K followers, 4178 engagements


"In July $MSTY had AUM over $5.7B and now only has $3.38B down XXXX% in X months. People are learning and the ETF is dying in real time"  
[X Link](https://x.com/HermesLux/status/1979226355188326849) [@HermesLux](/creator/x/HermesLux) 2025-10-17T16:41Z 13.3K followers, 11.2K engagements


"MSTR is picking up speed on BTC; was +3% now +4%"  
[X Link](https://x.com/HermesLux/status/1979249122881261613) [@HermesLux](/creator/x/HermesLux) 2025-10-17T18:12Z 13.3K followers, 12.6K engagements


"@saylor Indeed"  
[X Link](https://x.com/HermesLux/status/1979287595332059311) [@HermesLux](/creator/x/HermesLux) 2025-10-17T20:45Z 13.3K followers, 13.6K engagements


"@WaterboyWalton @ActuallyClimber All prefs combined are only $6.6B of the $98B enterprise value of $MSTR. Additionally none of the preferred shares have any voting rights whatsoever so the shareholders could vote to change the rules if there was ever a concern so this a non-issue"  
[X Link](https://x.com/HermesLux/status/1979302608310538502) [@HermesLux](/creator/x/HermesLux) 2025-10-17T21:44Z 13.3K followers, XXX engagements


"Strawman Fallacy. This demonstrates that the current administration is doing so well that the other side has to literally create lies just to have something to protest against"  
[X Link](https://x.com/HermesLux/status/1979620248791003472) [@HermesLux](/creator/x/HermesLux) 2025-10-18T18:47Z 13.3K followers, 4373 engagements


"@LiefMagnus Yes. Communism is the political result of low intelligence + high ego + low individual work ethic"  
[X Link](https://x.com/HermesLux/status/1979621813517742421) [@HermesLux](/creator/x/HermesLux) 2025-10-18T18:53Z 13.3K followers, XXX engagements


"If BTC's CAGR is at least XX% then wouldn't it make good financial sense for strategy to offer a XX% dividend perpetual preferred stock"  
[X Link](https://x.com/HermesLux/status/1979749642419028231) [@HermesLux](/creator/x/HermesLux) 2025-10-19T03:21Z 13.3K followers, 17.8K engagements


"@AdamBLiv Yes. Would be great if they announced that offering ICW a phase X plan to generate organic income which they could then claim would pay for the dividend"  
[X Link](https://x.com/HermesLux/status/1979751934534864994) [@HermesLux](/creator/x/HermesLux) 2025-10-19T03:30Z 13.3K followers, 1008 engagements


"I don't think the shorts are paying attention here. As soon as metaplanet announces their $X billion purchase the stock price will jump nearly XX% based on net asset value alone"  
[X Link](https://x.com/HermesLux/status/1968772910765560132) [@HermesLux](/creator/x/HermesLux) 2025-09-18T20:23Z 13.3K followers, 40.7K engagements


"The premium we get for selling options increases for two reasons: (1) Implied Volatility increases (2) the stock price increases Example: If we leave the delta (10) the same for the calculation: (A) a stock trading at $350/share will have a call option premium of $357/contract at the $XXX strike (10); XX IV. (A.2) if the stock trading at $350/share increases its IV to XXX from XX the new XX is the $XXX strike yielding $470/contract. (B) if the same stock trades at $500/share it will have a call option premium of $530/contract at the $XXX strike; XX IV. (B.2) if the stock trading at $500/share"  
[X Link](https://x.com/HermesLux/status/1973397294323061086) [@HermesLux](/creator/x/HermesLux) 2025-10-01T14:39Z 13.3K followers, 4079 engagements


"MSTR drops XX% while Bitcoin remains flat but at least BPS increases. This is why I sell covered calls. I am more concerned about implied volatility. The stock will eventually recover"  
[X Link](https://x.com/HermesLux/status/1973884765402247560) [@HermesLux](/creator/x/HermesLux) 2025-10-02T22:56Z 13.3K followers, 8526 engagements


"How a typical interview goes with @saylo: Interviewer: For the audience can you just provide a basic explanation and perhaps an analogy for Bitcoin and how it works @saylor: (quick deep sigh) uh yah imagine if you will a fuselage of a spacecraft an intricately engineered exoskeletal cocoon serving as a decentralized structural ledger analogous to Bitcoins blockchain orchestrating the containment of volatile payloads and life-sustaining atmospheric protocols under extreme extraterrestrial conditions. Its multifaceted composite lattice interwoven with thermal-resistant cryptographic alloys"  
[X Link](https://x.com/HermesLux/status/1977891820861542528) [@HermesLux](/creator/x/HermesLux) 2025-10-14T00:18Z 13.3K followers, 19.7K engagements


"MTPLF mNAV = XXXX MSTR mNAV = 1.40"  
[X Link](https://x.com/HermesLux/status/1978259490454589670) [@HermesLux](/creator/x/HermesLux) 2025-10-15T00:39Z 13.3K followers, 50.8K engagements


"Are you tired of winning yet"  
[X Link](https://x.com/HermesLux/status/1978285597954290113) [@HermesLux](/creator/x/HermesLux) 2025-10-15T02:23Z 13.3K followers, 10.6K engagements


"Rolling XX DTE MSTR XX deltas weekly can pay for this while you're waiting for share price appreciation"  
[X Link](https://x.com/HermesLux/status/1978501451778290025) [@HermesLux](/creator/x/HermesLux) 2025-10-15T16:41Z 13.3K followers, 6267 engagements


"MTPLF mNAV = XXXX MSTR mNAV = 1.40"  
[X Link](https://x.com/HermesLux/status/1978647733004128301) [@HermesLux](/creator/x/HermesLux) 2025-10-16T02:22Z 13.3K followers, 16.7K engagements


"There is blood in the streets"  
[X Link](https://x.com/HermesLux/status/1978865352550285646) [@HermesLux](/creator/x/HermesLux) 2025-10-16T16:47Z 13.3K followers, 29.1K engagements


"Did you buy any Bitcoin today"  
[X Link](https://x.com/HermesLux/status/1979015588287492167) [@HermesLux](/creator/x/HermesLux) 2025-10-17T02:44Z 13.3K followers, 9103 engagements


"Next $MSTW weekly div is XXXX% ($1.39/share) based on today's price"  
[X Link](https://x.com/HermesLux/status/1956375622587945393) [@HermesLux](/creator/x/HermesLux) 2025-08-15T15:21Z 13.3K followers, 37.7K engagements


"mNAV The idea that ticker sentiment should push mNAV well over two is an idea that has merit. However for this merit to be realized a proof of concept is required. To date no company not even @Strategy has provided a proof of concept to reassure markets and shareholders that valuing mNAV is a credible metric worth considering in the valuation of companies or the prices of their stocks. I believe this will change. As soon as the first Bitcoin treasury company provides a proof of concept a proof of work if you will that holding Bitcoin as an asset on the balance sheet of the company provides"  
[X Link](https://x.com/HermesLux/status/1976025599312384329) [@HermesLux](/creator/x/HermesLux) 2025-10-08T20:43Z 13.3K followers, 38K engagements


"I don't think we aren't talking about the same strategy. I'm selling XX DTEs for a X% per month ROI in premiums with a 40-60% minimum upside appreciation. If you're selling 5-7 DTE XX deltas you can generate similar monthly but your upside is severely capped to about XX% based on current IV"  
[X Link](https://x.com/HermesLux/status/1977919826765980063) [@HermesLux](/creator/x/HermesLux) 2025-10-14T02:10Z 13.3K followers, XXX engagements


"@LeadingReport That violates the US Constitution. Individual States can authorize illegals to vote in local elections but they are not allowed to vote in federal elections. This is a significant problem"  
[X Link](https://x.com/HermesLux/status/1978201169534025865) [@HermesLux](/creator/x/HermesLux) 2025-10-14T20:48Z 13.3K followers, 5764 engagements


"You know what's never happened before in Bitcoin history BTC ETFs + BTCTCs + a pro BTC administration + a multi-year Fed Rate lowering cycle"  
[X Link](https://x.com/HermesLux/status/1978268621827629256) [@HermesLux](/creator/x/HermesLux) 2025-10-15T01:16Z 13.3K followers, 9185 engagements


"@RoseAiry_ Schwab and Fidelity and ibkr all allow it"  
[X Link](https://x.com/HermesLux/status/1980435834542166504) [@HermesLux](/creator/x/HermesLux) 2025-10-21T00:47Z 13.3K followers, XX engagements


"MSTR "catalysts" from the past year"  
[X Link](https://x.com/HermesLux/status/1978496381279990188) [@HermesLux](/creator/x/HermesLux) 2025-10-15T16:21Z 13.3K followers, 18.7K engagements


"MTPLF mNAV = XXXX MSTR mNAV = 1.44"  
[X Link](https://x.com/HermesLux/status/1979189452942508369) [@HermesLux](/creator/x/HermesLux) 2025-10-17T14:15Z 13.3K followers, 10.9K engagements


"The tide has turned. MSTR starting to front-run"  
[X Link](https://x.com/HermesLux/status/1979198593270501816) [@HermesLux](/creator/x/HermesLux) 2025-10-17T14:51Z 13.3K followers, 42.7K engagements


"At 8.6x mNAV Metaplanet will effectively be able to purchase BTC at a XX% discount. The operational cost for the company to do this will be X% per year measured in Yen"  
[X Link](https://x.com/HermesLux/status/1979218860445196551) [@HermesLux](/creator/x/HermesLux) 2025-10-17T16:12Z 13.3K followers, 39.3K engagements


"MSTW's weekly dividend payout for this week is $0.39/share or about 1.5%"  
[X Link](https://x.com/HermesLux/status/1979254689720836502) [@HermesLux](/creator/x/HermesLux) 2025-10-17T18:34Z 13.3K followers, 3326 engagements


"MTPLF's mNAV is currently at XXXX but this is because BTC has been moving up over the weekend while the markets have been closed. Metaplanet (3350) closed Friday at XXX. Just for fun let's assume we get back to 1x mNAV; this would mean a 3350 price of XXX with MTPLF at $XXXX. If it went to 1.1x mNAV 3350 would trade at XXX with MTPLF at $XXXX. The higher BTC moves up the better"  
[X Link](https://x.com/HermesLux/status/1979977327070081149) [@HermesLux](/creator/x/HermesLux) 2025-10-19T18:25Z 13.3K followers, 36.7K engagements


"Let's make some money this week. $BTC $MSTR $MTPLF"  
[X Link](https://x.com/HermesLux/status/1980240565519470735) [@HermesLux](/creator/x/HermesLux) 2025-10-20T11:51Z 13.3K followers, 5369 engagements


"MSTR buys another XXX BTC; now holds 640418 BTC. $MSTR ATM = $0M / XXX% $STRK ATM = $5.1M / XX% $STRF ATM = $11.2M / XX% $STRD ATM = $2.6M / XX% $STRC ATM = $0.0M / XXX% Total ATM = $18.8M / 100%"  
[X Link](https://x.com/HermesLux/status/1980244670304166245) [@HermesLux](/creator/x/HermesLux) 2025-10-20T12:08Z 13.3K followers, 28.7K engagements


"When I roll my MSTR covered calls later this week I plan to buy more MTPLF but I'm not sure I'll get a chance to buy under $X. O well"  
[X Link](https://x.com/HermesLux/status/1980309348078526584) [@HermesLux](/creator/x/HermesLux) 2025-10-20T16:25Z 13.3K followers, 7500 engagements


"The XX Delta covered call strategy is like GABA for your portfolio"  
[X Link](https://x.com/HermesLux/status/1980383524336050623) [@HermesLux](/creator/x/HermesLux) 2025-10-20T21:20Z 13.3K followers, 3293 engagements


"Very much a Bitcoiner. I don't trade Bitcoin. I sell IV to buy Bitcoin"  
[X Link](https://x.com/HermesLux/status/1980822664630665547) [@HermesLux](/creator/x/HermesLux) 2025-10-22T02:24Z 13.3K followers, 4344 engagements


"MSTR buys another XXX BTC; now holds 640250 BTC. $MSTR ATM = $0M / X% $STRK ATM = $1.7M / XXX% $STRF ATM = $19.8M / XXXX% $STRD ATM = $5.8M / XXXX% $STRC ATM = $0.0M / XXX% Total ATM = $27.3M / 100%"  
[X Link](https://x.com/HermesLux/status/1977710350507130956) [@HermesLux](/creator/x/HermesLux) 2025-10-13T12:17Z 13.3K followers, 17.8K engagements


"Here's the video that we did. Huge thanks to @piovincenzo_ and team for putting this together for us. Would love to know what you all think"  
[X Link](https://x.com/HermesLux/status/1977745576872571348) [@HermesLux](/creator/x/HermesLux) 2025-10-13T14:37Z 13.3K followers, 20.5K engagements


"Now that Metaplanet $MTPLF is trading around 1x mNAV we can reason that further compression is either unlikely or would not be sustained very long. The ticker's primary downward catalyst is now mostly the price of BTC. Once the prefs come out we should expect to see mNAV expansion once again perhaps sooner. My mNAV target for Metaplanet is the same as MSTR currently 1.44x. MSTR is the benchmark for all other BTCTCs to track"  
[X Link](https://x.com/HermesLux/status/1978470879198666862) [@HermesLux](/creator/x/HermesLux) 2025-10-15T14:39Z 13.3K followers, 14.4K engagements


"If I owned a bank I'd be doing something similar but taking all the deposits and dumping them into $STRC and pocketing the spread difference"  
[X Link](https://x.com/HermesLux/status/1978511770013642889) [@HermesLux](/creator/x/HermesLux) 2025-10-15T17:22Z 13.3K followers, 23.1K engagements


"Properly executed and managed MSTR covered calls (or cash secured puts) buying real estate for rental income"  
[X Link](https://x.com/HermesLux/status/1978564385665691993) [@HermesLux](/creator/x/HermesLux) 2025-10-15T20:51Z 13.3K followers, 7857 engagements


"MSTR surges back over $XXX pre-market"  
[X Link](https://x.com/HermesLux/status/1978790859291152664) [@HermesLux](/creator/x/HermesLux) 2025-10-16T11:51Z 13.3K followers, 24.7K engagements


"MTPLF mNAV = XXXX MSTR mNAV = 1.38"  
[X Link](https://x.com/HermesLux/status/1978985238391845204) [@HermesLux](/creator/x/HermesLux) 2025-10-17T00:43Z 13.3K followers, 94.9K engagements


"There is more blood in the streets"  
[X Link](https://x.com/HermesLux/status/1979128551119990905) [@HermesLux](/creator/x/HermesLux) 2025-10-17T10:13Z 13.3K followers, 12.1K engagements


"Metaplanet prefs = 8.6x mNAV (effectively) without dilution of MTPLF. This is Phase 2; and I don't own enough shares. $MTPLF / 3350"  
[X Link](https://x.com/HermesLux/status/1979196048586215713) [@HermesLux](/creator/x/HermesLux) 2025-10-17T14:41Z 13.3K followers, 44.9K engagements


"There would be much loss of interest on their preferreds because the whole idea is that they are built upon Bitcoin. So by increasingly selling preferred shares to buy back common shares preferreds would be getting diluted in terms of the asset they are purportedly backed by. The BPS of the preferred shares would decrease over time making them ultimately a non-viable product"  
[X Link](https://x.com/HermesLux/status/1979280776374939978) [@HermesLux](/creator/x/HermesLux) 2025-10-17T20:18Z 13.3K followers, 10.5K engagements


"These are the kinds of people voting in US elections. They are both against Kings which the US has none of and they are also against Bitcoin which of course enables economic and political freedom"  
[X Link](https://x.com/HermesLux/status/1979614845709558206) [@HermesLux](/creator/x/HermesLux) 2025-10-18T18:25Z 13.3K followers, 10.8K engagements


"MTPLF mNAV = XXXX MSTR mNAV = 1.43"  
[X Link](https://x.com/HermesLux/status/1980267752293302697) [@HermesLux](/creator/x/HermesLux) 2025-10-20T13:39Z 13.3K followers, 3077 engagements


"Expect great things. $BTC"  
[X Link](https://x.com/HermesLux/status/1980298305096884735) [@HermesLux](/creator/x/HermesLux) 2025-10-20T15:41Z 13.3K followers, 3370 engagements


"You can now buy both $NAKA ($337M) and $ASST ($678M) for about $1B. Two PIPEs for $1B"  
[X Link](https://x.com/HermesLux/status/1978480025927061530) [@HermesLux](/creator/x/HermesLux) 2025-10-15T15:16Z 13.3K followers, 4354 engagements


"Metaplanet has now turned itself into a takeover target offering buyers a XX% discount to BTC spot price. Who wouldn't want to buy Bitcoin at XX% off"  
[X Link](https://x.com/HermesLux/status/1978986661150064908) [@HermesLux](/creator/x/HermesLux) 2025-10-17T00:49Z 13.3K followers, 62.1K engagements


"MSTR earnings is in XX days on 10/30"  
[X Link](https://x.com/HermesLux/status/1980268341252997523) [@HermesLux](/creator/x/HermesLux) 2025-10-20T13:42Z 13.3K followers, 12.6K engagements


"Many of us have been buying"  
[X Link](https://x.com/HermesLux/status/1980300441574588545) [@HermesLux](/creator/x/HermesLux) 2025-10-20T15:49Z 13.3K followers, 13.1K engagements


"BTC 5-year chart with Fed Funds Rate Cycles"  
[X Link](https://x.com/HermesLux/status/1980318382894510529) [@HermesLux](/creator/x/HermesLux) 2025-10-20T17:01Z 13.3K followers, 11.1K engagements


"MSTR's IV is picking up now 81"  
[X Link](https://x.com/HermesLux/status/1980642189945500061) [@HermesLux](/creator/x/HermesLux) 2025-10-21T14:27Z 13.3K followers, 18.3K engagements


"Good morning Japan. New goal: Let's try not to lose any money today yah 3350 / $MTPLF"  
[X Link](https://x.com/HermesLux/status/1980785807397896295) [@HermesLux](/creator/x/HermesLux) 2025-10-21T23:58Z 13.3K followers, 6691 engagements


"Mensa attracts individuals with exceptional cognitive abilities who excel in logic and puzzles yet often falter in social and political arenas due to overconfidence lack of emotional intelligence and a tendency to oversimplify complex human issues making them appear brilliantly smart but profoundly unwise in real-world interactions"  
[X Link](https://x.com/HermesLux/status/1980799850624008688) [@HermesLux](/creator/x/HermesLux) 2025-10-22T00:54Z 13.3K followers, XX engagements


"Don't fall in love with a ticker seek out an investment and trading methodology that works regardless of the ticker. Learn to sell high implied volatility. Volatility is a gift to the faithful"  
[X Link](https://x.com/HermesLux/status/1980801466391499167) [@HermesLux](/creator/x/HermesLux) 2025-10-22T01:00Z 13.3K followers, 6334 engagements


"@toxbit3 Not yet because I haven't found another ticker that is as consistent or that has a reliably High IV as mstr but I am optimistic about the future for metaplanet once it is uplisted"  
[X Link](https://x.com/HermesLux/status/1980823647318339787) [@HermesLux](/creator/x/HermesLux) 2025-10-22T02:28Z 13.3K followers, XXX engagements


"Yes Metaplanet is very much flat today. I don't recall the last time I saw such flatness on this ticker"  
[X Link](https://x.com/HermesLux/status/1980826437465538702) [@HermesLux](/creator/x/HermesLux) 2025-10-22T02:39Z 13.3K followers, 4136 engagements


"Imma bout to take out a ratio on the VIX. Sell a call buy two more; all different strikes. 45-60 DTE. NFI"  
[X Link](https://x.com/HermesLux/status/1980835067363569852) [@HermesLux](/creator/x/HermesLux) 2025-10-22T03:14Z 13.3K followers, 4569 engagements


"This would be about $140k-$150k BTC. Likely by EoY"  
[X Link](https://x.com/HermesLux/status/1980836734721282528) [@HermesLux](/creator/x/HermesLux) 2025-10-22T03:20Z 13.3K followers, 2628 engagements


"AI will help to weed out those people who think they are more worthy and qualified than they are and who would otherwise "not be a good fit for the organization". Resume scanning + social media scanning + due diligence checks (weeding out graduates of "universities" from which you don't want to hire). I can't wait"  
[X Link](https://x.com/HermesLux/status/1980838105398599718) [@HermesLux](/creator/x/HermesLux) 2025-10-22T03:26Z 13.3K followers, XXX engagements


"In addition to weekly purchases of BTC I buy MTPLF every week while it's under $X. I understand not buying though. But one thing I don't understand is selling after a XX% decline from it's ATH. Why sell near the bottom"  
[X Link](https://x.com/HermesLux/status/1980840046455582809) [@HermesLux](/creator/x/HermesLux) 2025-10-22T03:34Z 13.3K followers, 3933 engagements


"@dlacalle_IA Not if you own Bitcoin"  
[X Link](https://x.com/HermesLux/status/1980843381052829966) [@HermesLux](/creator/x/HermesLux) 2025-10-22T03:47Z 13.3K followers, XXX engagements