[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @OccamiCrypto Novacula Occami Novacula Occami posts on X about $mstr, crypto, market cap, investment the most. They currently have XXXXX followers and 1250 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1649505883452473344/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXXXX +723% - X Months XXXXXXXXX +49% - X Year XXXXXXXXX +46% ### Mentions: XX [#](/creator/twitter::1649505883452473344/posts_active)  - X Month XX +233% - X Months XXX -XXXX% - X Year XXX -XX% ### Followers: XXXXX [#](/creator/twitter::1649505883452473344/followers)  - X Week XXXXX +1.10% - X Month XXXXX +16% - X Months XXXXX +25% - X Year XXXXX +63% ### CreatorRank: XXXXXXX [#](/creator/twitter::1649505883452473344/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #2846 [finance](/list/finance) [stocks](/list/stocks) [currencies](/list/currencies) [countries](/list/countries) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) **Social topic influence** [$mstr](/topic/$mstr) #28, [crypto](/topic/crypto), [market cap](/topic/market-cap) #111, [investment](/topic/investment), [usdt](/topic/usdt) #496, [cash flow](/topic/cash-flow) #309, [flow](/topic/flow), [finance](/topic/finance) #4097, [lack of](/topic/lack-of) #431, [$1b](/topic/$1b) #125 **Top accounts mentioned or mentioned by** [@bitfinexed](/creator/undefined) [@notchasecoleman](/creator/undefined) [@cryptadamist](/creator/undefined) [@whtco](/creator/undefined) [@paoloardoino](/creator/undefined) [@tetherto](/creator/undefined) [@crypto1nfern0](/creator/undefined) [@reiziger88](/creator/undefined) [@jpkoning](/creator/undefined) [@saylor](/creator/undefined) [@tyonclubhouse](/creator/undefined) [@willemkadijk](/creator/undefined) [@letseathh](/creator/undefined) [@parrotcapital](/creator/undefined) [@jessebabies](/creator/undefined) [@cmdoerfler](/creator/undefined) [@rektradincrypto](/creator/undefined) [@twobitidiot](/creator/undefined) [@stoicone](/creator/undefined) [@tigermisio](/creator/undefined) **Top assets mentioned** [Strategy (MSTR)](/topic/$mstr) [USDC (USDC)](/topic/usdc) [Silvergate Capital Corporation (SI)](/topic/silvergate) ### Top Social Posts Top posts by engagements in the last XX hours "The fact MSTR even offered a 2025 target for financial results when theyre entirely based on BTCs price shows how reliant on hype Team Saylor is. But to go from a $34B operating net income to a $7B loss is pretty staggering" [X Link](https://x.com/OccamiCrypto/status/1995484387438477786) 2025-12-01T13:25Z 3528 followers, 2801 engagements "@Richard_ISC They collapsed because they massively mismanaged their interest rate risk and were overly reliance of crypto deposits that drained away rapidly. Basically they failed job one of bank management and were closed down as any bank would have been in the same circumstances" [X Link](https://x.com/OccamiCrypto/status/1995213892671386065) 2025-11-30T19:30Z 3528 followers, 1655 engagements "BTC maxis will dismiss in the FT. But @saylor doesnt need more degens he needs mainstream investors to buy $MSTR pref and theyre more apt to read the FT Best quote in the story: Its pure comedy said one US hedge fund chief investment officer" [X Link](https://x.com/OccamiCrypto/status/1997998075584081981) 2025-12-08T11:53Z 3527 followers, 3125 engagements "@SubtleInduction @124mus @saylor If youre a pilled BTC orange maxi then buy BTC. Period. Theres absolutely zero reason to buy MSTR other than some perverse desire to make @saylor richer" [X Link](https://x.com/OccamiCrypto/status/1998070803683045701) 2025-12-08T16:42Z 3527 followers, XX engagements "@scraymondjr @jimcraddock @saylor Sureplease refute that. In the meantime you can look at MSTRs financial filings.and whaddya know" [X Link](https://x.com/OccamiCrypto/status/1998144480181092501) 2025-12-08T21:35Z 3528 followers, XXX engagements "Ethena/USDe is not a true stablecoin. Its just a non-scalable structured yield product that the degen crowd could leverage up big time with looping. Its perhaps innovative (in a way that only a crypto degen would love) but its not sustainable" [X Link](https://x.com/OccamiCrypto/status/1984246170831729021) 2025-10-31T13:08Z 3530 followers, 1982 engagements "Assuming @tether is holding the same BTC disclosed in their Sept end attestation theyve lost just under half a billion dollars in the last X hours. This shows the risks of holding large directional positions and why every jurisdiction with stablecoin regulations - other than El Salvador - bars any risk assets from backing a stablecoin" [X Link](https://x.com/OccamiCrypto/status/1995351141107015821) 2025-12-01T04:35Z 3530 followers, 8026 engagements "It does nothing to the credit quality of the prefs as those rely on cash flow (which MSTR doesnt generate). Thats why MSTR has a B- credit rating six notches below investment grade. MSTR has enough BTC to sell to finance its prefs if it cant generate cash but then the whole buy BTC with leverage model doesnt work. But MSTR couldnt issue much pref this past weekthats the real warning sign that the Saylor model is running into the harsh reality of financial math" [X Link](https://x.com/OccamiCrypto/status/1998154460586279300) 2025-12-08T22:15Z 3529 followers, XX engagements "@LizzieLizbc @saylor A pix is worth a thousand words or at least it shows my thesis hasnt collapsed. If you love BTC then own it directly. $MSTR rests of hype that stopped working" [X Link](https://x.com/OccamiCrypto/status/1998357490149511515) 2025-12-09T11:42Z 3530 followers, XXX engagements "Here is MSCIs list of DATs that they are considering excluding from the various MSCI indexes. MSCI doesnt include investment vehicles in their indexes and are considering those firms who business activity is the holding of digital assets as de facto investment vehicles" [X Link](https://x.com/OccamiCrypto/status/1992981604214681763) 2025-11-24T15:40Z 3538 followers, 69.6K engagements "The paradox of crypto is the reflexive defense of Tether against any criticism. But theres a lot to criticize and crypto maxis should consider that Tether is the bedrock of the crypto trading ecosystem. Tether weakness is the crypto ecosystems weakness and it remains - unaudited - de-banked with limited fiat off ramps - insufficiently transparent with weak attestations that do not comply with accounting principles - backed with risk assets - not prudentially regulated (El Salvador is a joke regulator) - operating with insufficient infrastructure (99% profit margins that @paoloardoino" [X Link](https://x.com/OccamiCrypto/status/1995339431348420921) 2025-12-01T03:49Z 3538 followers, 3315 engagements "Tether The Stable Company just saw S&P cut its assessment rating from X to X - the lowest rating possible - citing persistent gaps in disclosure and high risk assets being held in its reserves. Only in crypto would the bedrock stablecoin of crypto trading be viewed as so fundamentally risky. S&P notes - high risk reserve assets - persistent gaps in disclosure - lack of robust regulatory framework - no asset segregation - limitations on primary redeemability" [X Link](https://x.com/OccamiCrypto/status/1993697882327875724) 2025-11-26T15:06Z 3538 followers, 241.3K engagements "Tethers biggest risk that doesnt get enough attention is their lack of redemption capacity. Thats the Achilles Heel of any stablecoin issuer. Tether once held XX% plus of USDT reserves in cash but after the collapse of Signature and Silvergate in Mar XX they lost banking access and their cash positions collapsed. Last quarter they had just $30M of cash/bank deposits. Just XXXX% of their reserves. By comparison Circle holds XXXX% of its USDC reserves as cash in banks. You see than in the redemption stats of Circle (who is fully banked) and Tether. In the last XX months Circle has redeemed 34x" [X Link](https://x.com/OccamiCrypto/status/1995188919659552794) 2025-11-30T17:51Z 3539 followers, 63.2K engagements "Saylor issuing prefs changed everything for MSTR. Just look at todays 8K Strategy sold 8.2M shares of MSTR for $XXX billion (diluting existing holders) but are using the proceeds to fund the pref dividends At the same time Strategy only bought $XXXX million of BTC. MSTRs leverage is coming home to roost" [X Link](https://x.com/OccamiCrypto/status/1995492434416181356) 2025-12-01T13:57Z 3539 followers, 204.2K engagements "Despite $MSTR being down XX% in the last year @saylor needs a new jet. The 10Q notes two major cash uses of cash in their investing activities - $15.4B used to purchase BTC - $27M deposit on a new corporate jet I bet its gonna be a nice jet and painted orange. #MSTR" [X Link](https://x.com/OccamiCrypto/status/1995859041986511058) 2025-12-02T14:14Z 3539 followers, 194.9K engagements "You knew @saylor would want to feed the faithful with nice round BTC buy announcement this morning- $1B in the last week More interesting is the clear sign his leverage choo choo train has hit a wall. $MSTR only sold $44M of pref last week. So back to diluting the faithful selling 5.1M shares of $MSTR at $XXX. Given his market cap is worth less than his BTC this isnt an option thats going to work for very long" [X Link](https://x.com/OccamiCrypto/status/1998023184935743870) 2025-12-08T13:33Z 3539 followers, 58.9K engagements "This is a big deal. The CFTC announced updated guidance for digital assets to be used as collateral in derivative markets along with a pilot program with BTC ETH and USDC This is a huge market and underscores the continued potential for digital assets in TradFi. The inclusion of USDC and exclusion of USDT also shows the importance of being compliant and onshore" [X Link](https://x.com/OccamiCrypto/status/1998148323388375080) 2025-12-08T21:50Z 3539 followers, 2735 engagements "I have never seen a company so publicly fight over an index inclusion decision. If @saylor was as confident as he proclaims about BTC and $MSTR the MSCI decision should be a nothing burger. But if your model relies on hyping the value of your stock well then" [X Link](https://x.com/OccamiCrypto/status/1998782276843229695) 2025-12-10T15:50Z 3539 followers, 13.9K engagements "The most important insight from our data is simple: USDT isnt frozen XX times more often than USDC because Tether is stricter. Its because USDT is the asset that criminals choose the most. nuff said. #USDT #TETHER" [X Link](https://x.com/OccamiCrypto/status/1998962468002082966) 2025-12-11T03:46Z 3539 followers, XXX engagements "The Strategy faithful focus on its BTC mNAV but thats misleading. @saylor is issuing $MSTR not at enterprise value but at market cap. As long as his stock value (market cap) is trading at a discount to his BTC issuing more stock via his ATM is uneconomic (which is why the QTD BTC Yield is -1%) But $MSTRs ability to issue more pref is limited. We saw last week how little pref they sold ($34m) as the market appetite isnt there and its costly for a company with negative cash flow. @saylor has plenty of BTC to sell if he needs to to cover his debt obligations. But his ability to keep buying tens" [X Link](https://x.com/OccamiCrypto/status/1999139338391818610) 2025-12-11T15:28Z 3539 followers, 15.8K engagements "@CorySwan Dont forget the bulk of Tethers profit in the last year and a half was gains on BTC and gold. Thats not a recurring bizjust a directional bet" [X Link](https://x.com/OccamiCrypto/status/1999157728456135048) 2025-12-11T16:41Z 3539 followers, XXX engagements "Thats the problem. MSTR does not generate positive operating cash flow. They can only finance the dividends by selling more stock pref or ultimately BTC. Thats where Saylors over-confidence got the better of him.the minute he started issuing pref he starting creating cash flow needs that he cant fund" [X Link](https://x.com/OccamiCrypto/status/1999173782930674149) 2025-12-11T17:45Z 3539 followers, XXX engagements "Nope. He issued new pref for most of the dividend cash reserve. That doesnt figure into his BTC Yield (which looks at MSTR common). He issued nearly a billion of MSTR common stock last week to buy $1B of BTC (so @saylor could arrive in Abu Dhabi with a splash). But that was issued at a market cap discount to the BTC and hence pushing yield negative" [X Link](https://x.com/OccamiCrypto/status/1999175780006523078) 2025-12-11T17:53Z 3539 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@OccamiCrypto Novacula Occami
Novacula Occami posts on X about $mstr, crypto, market cap, investment the most. They currently have XXXXX followers and 1250 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXXXX +723%
- X Months XXXXXXXXX +49%
- X Year XXXXXXXXX +46%
Mentions: XX #
- X Month XX +233%
- X Months XXX -XXXX%
- X Year XXX -XX%
Followers: XXXXX #
- X Week XXXXX +1.10%
- X Month XXXXX +16%
- X Months XXXXX +25%
- X Year XXXXX +63%
CreatorRank: XXXXXXX #
Social Influence
Social category influence cryptocurrencies #2846 finance stocks currencies countries travel destinations automotive brands
Social topic influence $mstr #28, crypto, market cap #111, investment, usdt #496, cash flow #309, flow, finance #4097, lack of #431, $1b #125
Top accounts mentioned or mentioned by @bitfinexed @notchasecoleman @cryptadamist @whtco @paoloardoino @tetherto @crypto1nfern0 @reiziger88 @jpkoning @saylor @tyonclubhouse @willemkadijk @letseathh @parrotcapital @jessebabies @cmdoerfler @rektradincrypto @twobitidiot @stoicone @tigermisio
Top assets mentioned Strategy (MSTR) USDC (USDC) Silvergate Capital Corporation (SI)
Top Social Posts
Top posts by engagements in the last XX hours
"The fact MSTR even offered a 2025 target for financial results when theyre entirely based on BTCs price shows how reliant on hype Team Saylor is. But to go from a $34B operating net income to a $7B loss is pretty staggering"
X Link 2025-12-01T13:25Z 3528 followers, 2801 engagements
"@Richard_ISC They collapsed because they massively mismanaged their interest rate risk and were overly reliance of crypto deposits that drained away rapidly. Basically they failed job one of bank management and were closed down as any bank would have been in the same circumstances"
X Link 2025-11-30T19:30Z 3528 followers, 1655 engagements
"BTC maxis will dismiss in the FT. But @saylor doesnt need more degens he needs mainstream investors to buy $MSTR pref and theyre more apt to read the FT Best quote in the story: Its pure comedy said one US hedge fund chief investment officer"
X Link 2025-12-08T11:53Z 3527 followers, 3125 engagements
"@SubtleInduction @124mus @saylor If youre a pilled BTC orange maxi then buy BTC. Period. Theres absolutely zero reason to buy MSTR other than some perverse desire to make @saylor richer"
X Link 2025-12-08T16:42Z 3527 followers, XX engagements
"@scraymondjr @jimcraddock @saylor Sureplease refute that. In the meantime you can look at MSTRs financial filings.and whaddya know"
X Link 2025-12-08T21:35Z 3528 followers, XXX engagements
"Ethena/USDe is not a true stablecoin. Its just a non-scalable structured yield product that the degen crowd could leverage up big time with looping. Its perhaps innovative (in a way that only a crypto degen would love) but its not sustainable"
X Link 2025-10-31T13:08Z 3530 followers, 1982 engagements
"Assuming @tether is holding the same BTC disclosed in their Sept end attestation theyve lost just under half a billion dollars in the last X hours. This shows the risks of holding large directional positions and why every jurisdiction with stablecoin regulations - other than El Salvador - bars any risk assets from backing a stablecoin"
X Link 2025-12-01T04:35Z 3530 followers, 8026 engagements
"It does nothing to the credit quality of the prefs as those rely on cash flow (which MSTR doesnt generate). Thats why MSTR has a B- credit rating six notches below investment grade. MSTR has enough BTC to sell to finance its prefs if it cant generate cash but then the whole buy BTC with leverage model doesnt work. But MSTR couldnt issue much pref this past weekthats the real warning sign that the Saylor model is running into the harsh reality of financial math"
X Link 2025-12-08T22:15Z 3529 followers, XX engagements
"@LizzieLizbc @saylor A pix is worth a thousand words or at least it shows my thesis hasnt collapsed. If you love BTC then own it directly. $MSTR rests of hype that stopped working"
X Link 2025-12-09T11:42Z 3530 followers, XXX engagements
"Here is MSCIs list of DATs that they are considering excluding from the various MSCI indexes. MSCI doesnt include investment vehicles in their indexes and are considering those firms who business activity is the holding of digital assets as de facto investment vehicles"
X Link 2025-11-24T15:40Z 3538 followers, 69.6K engagements
"The paradox of crypto is the reflexive defense of Tether against any criticism. But theres a lot to criticize and crypto maxis should consider that Tether is the bedrock of the crypto trading ecosystem. Tether weakness is the crypto ecosystems weakness and it remains - unaudited - de-banked with limited fiat off ramps - insufficiently transparent with weak attestations that do not comply with accounting principles - backed with risk assets - not prudentially regulated (El Salvador is a joke regulator) - operating with insufficient infrastructure (99% profit margins that @paoloardoino"
X Link 2025-12-01T03:49Z 3538 followers, 3315 engagements
"Tether The Stable Company just saw S&P cut its assessment rating from X to X - the lowest rating possible - citing persistent gaps in disclosure and high risk assets being held in its reserves. Only in crypto would the bedrock stablecoin of crypto trading be viewed as so fundamentally risky. S&P notes - high risk reserve assets - persistent gaps in disclosure - lack of robust regulatory framework - no asset segregation - limitations on primary redeemability"
X Link 2025-11-26T15:06Z 3538 followers, 241.3K engagements
"Tethers biggest risk that doesnt get enough attention is their lack of redemption capacity. Thats the Achilles Heel of any stablecoin issuer. Tether once held XX% plus of USDT reserves in cash but after the collapse of Signature and Silvergate in Mar XX they lost banking access and their cash positions collapsed. Last quarter they had just $30M of cash/bank deposits. Just XXXX% of their reserves. By comparison Circle holds XXXX% of its USDC reserves as cash in banks. You see than in the redemption stats of Circle (who is fully banked) and Tether. In the last XX months Circle has redeemed 34x"
X Link 2025-11-30T17:51Z 3539 followers, 63.2K engagements
"Saylor issuing prefs changed everything for MSTR. Just look at todays 8K Strategy sold 8.2M shares of MSTR for $XXX billion (diluting existing holders) but are using the proceeds to fund the pref dividends At the same time Strategy only bought $XXXX million of BTC. MSTRs leverage is coming home to roost"
X Link 2025-12-01T13:57Z 3539 followers, 204.2K engagements
"Despite $MSTR being down XX% in the last year @saylor needs a new jet. The 10Q notes two major cash uses of cash in their investing activities - $15.4B used to purchase BTC - $27M deposit on a new corporate jet I bet its gonna be a nice jet and painted orange. #MSTR"
X Link 2025-12-02T14:14Z 3539 followers, 194.9K engagements
"You knew @saylor would want to feed the faithful with nice round BTC buy announcement this morning- $1B in the last week More interesting is the clear sign his leverage choo choo train has hit a wall. $MSTR only sold $44M of pref last week. So back to diluting the faithful selling 5.1M shares of $MSTR at $XXX. Given his market cap is worth less than his BTC this isnt an option thats going to work for very long"
X Link 2025-12-08T13:33Z 3539 followers, 58.9K engagements
"This is a big deal. The CFTC announced updated guidance for digital assets to be used as collateral in derivative markets along with a pilot program with BTC ETH and USDC This is a huge market and underscores the continued potential for digital assets in TradFi. The inclusion of USDC and exclusion of USDT also shows the importance of being compliant and onshore"
X Link 2025-12-08T21:50Z 3539 followers, 2735 engagements
"I have never seen a company so publicly fight over an index inclusion decision. If @saylor was as confident as he proclaims about BTC and $MSTR the MSCI decision should be a nothing burger. But if your model relies on hyping the value of your stock well then"
X Link 2025-12-10T15:50Z 3539 followers, 13.9K engagements
"The most important insight from our data is simple: USDT isnt frozen XX times more often than USDC because Tether is stricter. Its because USDT is the asset that criminals choose the most. nuff said. #USDT #TETHER"
X Link 2025-12-11T03:46Z 3539 followers, XXX engagements
"The Strategy faithful focus on its BTC mNAV but thats misleading. @saylor is issuing $MSTR not at enterprise value but at market cap. As long as his stock value (market cap) is trading at a discount to his BTC issuing more stock via his ATM is uneconomic (which is why the QTD BTC Yield is -1%) But $MSTRs ability to issue more pref is limited. We saw last week how little pref they sold ($34m) as the market appetite isnt there and its costly for a company with negative cash flow. @saylor has plenty of BTC to sell if he needs to to cover his debt obligations. But his ability to keep buying tens"
X Link 2025-12-11T15:28Z 3539 followers, 15.8K engagements
"@CorySwan Dont forget the bulk of Tethers profit in the last year and a half was gains on BTC and gold. Thats not a recurring bizjust a directional bet"
X Link 2025-12-11T16:41Z 3539 followers, XXX engagements
"Thats the problem. MSTR does not generate positive operating cash flow. They can only finance the dividends by selling more stock pref or ultimately BTC. Thats where Saylors over-confidence got the better of him.the minute he started issuing pref he starting creating cash flow needs that he cant fund"
X Link 2025-12-11T17:45Z 3539 followers, XXX engagements
"Nope. He issued new pref for most of the dividend cash reserve. That doesnt figure into his BTC Yield (which looks at MSTR common). He issued nearly a billion of MSTR common stock last week to buy $1B of BTC (so @saylor could arrive in Abu Dhabi with a splash). But that was issued at a market cap discount to the BTC and hence pushing yield negative"
X Link 2025-12-11T17:53Z 3539 followers, XXX engagements