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# ![@OldMammoth69 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::779135275859578881.png) @OldMammoth69 David Locke

David Locke posts on X about bitcoin, $alto, $smlr, $asst the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::779135275859578881/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::779135275859578881/c:line/m:interactions.svg)

- [--] Week [------] -97%
- [--] Month [---------] +177%
- [--] Months [---------] +17,287%
- [--] Year [---------] +6,083%

### Mentions: [--] [#](/creator/twitter::779135275859578881/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::779135275859578881/c:line/m:posts_active.svg)

- [--] Week [--] +125%
- [--] Month [--] +13%
- [--] Months [---] +26%
- [--] Year [---] -27%

### Followers: [---] [#](/creator/twitter::779135275859578881/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::779135275859578881/c:line/m:followers.svg)

- [--] Week [---] +0.81%
- [--] Month [---] +2.50%
- [--] Months [---] -3.10%
- [--] Year [---] +25%

### CreatorRank: undefined [#](/creator/twitter::779135275859578881/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::779135275859578881/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  34% [stocks](/list/stocks)  28% [finance](/list/finance)  23% [automotive brands](/list/automotive-brands)  6% [technology brands](/list/technology-brands)  2% [social networks](/list/social-networks)  1% [exchanges](/list/exchanges)  1% [countries](/list/countries)  1% [nba](/list/nba)  1% [celebrities](/list/celebrities)  1%

**Social topic influence**
[bitcoin](/topic/bitcoin) 20%, [$alto](/topic/$alto) 12%, [$smlr](/topic/$smlr) #8, [$asst](/topic/$asst) #244, [$gbtc](/topic/$gbtc) #14, [the first](/topic/the-first) 8%, [$dkng](/topic/$dkng) #427, [$rex](/topic/$rex) 7%, [$gpre](/topic/$gpre) 6%, [in the](/topic/in-the) 6%

**Top accounts mentioned or mentioned by**
[@dksportsbook](/creator/undefined) [@bullstkpicks](/creator/undefined) [@draftkings](/creator/undefined) [@domocapital](/creator/undefined) [@mikedzikowski](/creator/undefined) [@taobanker](/creator/undefined) [@milhemgroup](/creator/undefined) [@jasondrobins](/creator/undefined) [@amazon](/creator/undefined) [@espn](/creator/undefined) [@barstoolsports](/creator/undefined) [@stoolpresidente](/creator/undefined) [@mlb](/creator/undefined) [@iiicapital](/creator/undefined) [@semlereric](/creator/undefined) [@kalshi](/creator/undefined) [@colemacro](/creator/undefined) [@ddrapertrades](/creator/undefined) [@dcat7](/creator/undefined) [@saylor](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Asset Entities Inc. (ASST)](/topic/$asst) [Grayscale BTC ETF (GBTC)](/topic/$gbtc) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [REVOX (REX)](/topic/$rex) [Strategy (MSTR)](/topic/$mstr) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [TXO Energy Partners, L.P. (TXO)](/topic/$txo) [PSYOP (PSYOP)](/topic/$psyop) [dogwifhat (WIF)](/topic/dogwifhat) [Fartcoin (FARTCOIN)](/topic/fartcoin) [Nakamoto Games (NAKA)](/topic/$naka) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Shake Shack Inc. (SHAK)](/topic/$shak) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Remember when the chuds at $SMLR put out a press release saying they were getting acquired for $90 per share Good times. A freight train built on Bitcoin amplified by Digital Credit. $SMLR x $ASST https://t.co/sMNY8zWzkS A freight train built on Bitcoin amplified by Digital Credit. $SMLR x $ASST https://t.co/sMNY8zWzkS"  
[X Link](https://x.com/anyuser/status/2006019889211801702)  2025-12-30T15:09Z [---] followers, [---] engagements


"This serves as your periodic reminder that $GBTC was the first bitcoin treasury company; and there is never anything new under the Sun"  
[X Link](https://x.com/anyuser/status/2017996396003999973)  2026-02-01T16:20Z [---] followers, [--] engagements


"Hey new $ASST holders. Just a reminder that @SemlerEric sold your $SMLR shares for what it now $10 bucks; and @natbrunell used her influence to make it happen"  
[X Link](https://x.com/anyuser/status/2019431412768862401)  2026-02-05T15:22Z [---] followers, [---] engagements


"$ASST 0.55x mNAV Are you guys gonna sell some bitcoin to buy back stock (and raise your shareholders bitcoin per share) or are @ColeMacro @SemlerEric and @PunterJeff going to reveal themselves as the frauds many of us already knew they were"  
[X Link](https://x.com/OldMammoth69/status/2021982890771579075)  2026-02-12T16:21Z [---] followers, [---] engagements


"Hows my $DKNG fam tonite Remember this time last year; when Jason Robins told you they were gonna do $900mm - $1.0bil in adjusted EBITDA Whats a $300-400mm miss between friends eh Robins got PAID on target though. Lying clown show that promotes extractive addiction"  
[X Link](https://x.com/OldMammoth69/status/2022062962174046698)  2026-02-12T21:39Z [---] followers, [---] engagements


"@Bullstkpicks @DOMOCAPITAL You have zero idea how much (or where) $GPRE I own; how much Ive made in $REX while $ALTO apes were getting blown to smithereens for years; or if any of that giant $REX capital can was swapped for $ALTO and when"  
[X Link](https://x.com/OldMammoth69/status/2020108062745378978)  2026-02-07T12:11Z [---] followers, [---] engagements


"Has anybody ever seen Richard Sackler and Jason Robins in the same room"  
[X Link](https://x.com/OldMammoth69/status/2022063061654450468)  2026-02-12T21:39Z [---] followers, [---] engagements


"@MikeDzikowski @JasonDRobins @DraftKings @amazon @espn @barstoolsports @stoolpresidente @MLB @DKSportsbook Mike what you need to understand is Robins operates an extractive business that pushed for and got regulatory protection of their rentier status. The point of an oligopoly is to reduce supply and push price. It is FEATURE not bug to have relatively fewer users but rape"  
[X Link](https://x.com/OldMammoth69/status/2022292844799545728)  2026-02-13T12:52Z [---] followers, [--] engagements


"@MikeDzikowski @JasonDRobins @DraftKings @amazon @espn @barstoolsports @stoolpresidente @MLB @DKSportsbook them unmercifully. When prediction markets showed up they broke the regulatorily-protected oligopoly. So $DKNG doubled-down on not growing users but absolutely fucking the users that they do have to the maximum extent possible"  
[X Link](https://x.com/OldMammoth69/status/2022293491854754228)  2026-02-13T12:55Z [---] followers, [--] engagements


"@TheRoyaltyKing Why would you underwrite $SJT at 6% when $EPM and $TXO (couple names off the top of my head) trade at 13%"  
[X Link](https://x.com/OldMammoth69/status/2006067435460243627)  2025-12-30T18:18Z [---] followers, [---] engagements


"@DOMOCAPITAL I dont think anybody believed the [--] cents estimate"  
[X Link](https://x.com/OldMammoth69/status/2019416864150155403)  2026-02-05T14:24Z [---] followers, [---] engagements


"@DOMOCAPITAL $ALTO should similarly crush; but again I dont think anybody who owns the stock is EXPECTING a loss; despite the consensus estimate"  
[X Link](https://x.com/OldMammoth69/status/2019417345362641065)  2026-02-05T14:26Z [---] followers, [---] engagements


"@Bullstkpicks @DOMOCAPITAL OMG here we go with nationwide e15 again. [--]. It is NEVER going to happen. e15 is and has always been a psyop on farmers and a jobs program for ag and petrol / refining lobbyists. [--]. e15 wouldnt raise domestic ethanol demand by more than 5% eve if it did happen"  
[X Link](https://x.com/OldMammoth69/status/2019751756398235682)  2026-02-06T12:35Z [---] followers, [---] engagements


"@Bullstkpicks @DOMOCAPITAL Im sorry I say mean things about your stock sometimes; and it makes you sad"  
[X Link](https://x.com/OldMammoth69/status/2020109190128173202)  2026-02-07T12:15Z [---] followers, [--] engagements


"@Bullstkpicks @DOMOCAPITAL I will note the two main things I have EVER said re: ALTO The assets WONT get sold national e15 will NEVER happen (which isnt $ALTO specific per se; its just a retarded thing to hope for) Have been 100% CORRECT for a decade; while various hucksters have come and gone"  
[X Link](https://x.com/OldMammoth69/status/2020110740426772566)  2026-02-07T12:21Z [---] followers, [---] engagements


"@pwrhungry Dont want them.for what Stellantis charges / for what it costs Stellantis to make them. My guess is BYD would be a best-seller in the U.S"  
[X Link](https://x.com/OldMammoth69/status/2020578481319346223)  2026-02-08T19:20Z [---] followers, [--] engagements


"@Super70sSports LOL if Prince performed today conservatives would have a meltdown"  
[X Link](https://x.com/OldMammoth69/status/2020711466253619270)  2026-02-09T04:08Z [---] followers, [--] engagements


"@MilhemGroup @Bullstkpicks @DOMOCAPITAL You know who said theyd sell an asset and then DID actually complete a sale.$GPRE POET $REX and $ANDE have been on the lookout for expansion for years. With the cash / resources to do so. Hell Pekin is down the road from One Earth / Gibson City. Yet.crickets"  
[X Link](https://x.com/OldMammoth69/status/2021541062456823817)  2026-02-11T11:05Z [---] followers, [--] engagements


"@Bullstkpicks @MilhemGroup @DOMOCAPITAL My house is worth $5mm; that I havent gotten an offer over $2.5mm is irrelevant Decent ethanol assets have traded at decent prices. So what does that tell you about the $ALTO assets Dont take my word for it. Ask $REX management about Pekin on their next conference call"  
[X Link](https://x.com/OldMammoth69/status/2021551319614706028)  2026-02-11T11:46Z [---] followers, [---] engagements


"So Saylor / $MSTR has spent over $50 billion over FIVE YEARS and somehow now has no unrealized gains to show for it. Remarkable. And yet there is an army of midcurves on this platform that think hes a genius / there is some kind of plan"  
[X Link](https://x.com/OldMammoth69/status/2017996192706122079)  2026-02-01T16:19Z [---] followers, [---] engagements


"@MikeDzikowski @JasonDRobins @DraftKings @amazon @espn @barstoolsports @stoolpresidente @MLB @DKSportsbook I know youve been around since the DFS days. When DraftKings insider-traded against their customers. When people show you who they are; its best to listen. DraftKings was and always has been basically legal organized crime. Robins has no idea how to run a business"  
[X Link](https://x.com/OldMammoth69/status/2022294074837897676)  2026-02-13T12:57Z [---] followers, [--] engagements


"@MikeDzikowski @JasonDRobins @DraftKings @amazon @espn @barstoolsports @stoolpresidente @MLB @DKSportsbook and never has. Id note.that youve never seen Jason Robins and Richard Sackler in the same room. Just sayin.🤷♂"  
[X Link](https://x.com/OldMammoth69/status/2022294243700535720)  2026-02-13T12:58Z [---] followers, [--] engagements


"@DDraper_trades @MikeDzikowski @JasonDRobins @DraftKings @amazon @espn @barstoolsports @stoolpresidente @MLB @DKSportsbook You spelled criminals wrong"  
[X Link](https://x.com/OldMammoth69/status/2022294679341957433)  2026-02-13T12:59Z [---] followers, [--] engagements


"Hey $SMLR When are you gonna SELL some $BTC and buy back stock Which would INCREASE your shareholders Bitcoin per share Or are you just gonna admit that this whole thing was a scam from the beginning Your periodic reminder that $GBTC was the first bitcoin treasury co"  
[X Link](https://x.com/OldMammoth69/status/1963277072115401015)  2025-09-03T16:25Z [---] followers, [---] engagements


"@dampedspring @MicroStrategy Your daily reminder that $GBTC was the first bitcoin treasury company"  
[X Link](https://x.com/OldMammoth69/status/1965064248109003096)  2025-09-08T14:46Z [---] followers, [---] engagements


"$ALTO fam 🤷♂🤦♂"  
[X Link](https://x.com/OldMammoth69/status/1969130925838553493)  2025-09-19T20:06Z [---] followers, [----] engagements


"The only reasonable explanation is that the $ALTO western assets got sold for buckets full of money now that CA will have E15"  
[X Link](https://x.com/OldMammoth69/status/1969145104351764535)  2025-09-19T21:02Z [---] followers, [----] engagements


"@Bullstkpicks Love how youve been dead right about what a piece of sh8t this company and their assets are; for [--] years; also congrats on $REX making new highs every day gets spun into me having a personal vendetta against $ALTO NGMI"  
[X Link](https://x.com/OldMammoth69/status/1969376319231443028)  2025-09-20T12:21Z [---] followers, [---] engagements


"@kingdomcapadv @fabreres @jffr1362 That was just super weird. I dont understand the obsession with $ALTO TBH The Twitter obsession is inversely related to the quality of the ethanol companies / investment returns. There are like [--] posts in [--] years about $REX; a handful about $GPRE; and a cult around $ALTO"  
[X Link](https://x.com/OldMammoth69/status/1969382956801409167)  2025-09-20T12:47Z [---] followers, [---] engagements


"ok $ALTO famhow are they gonna blow it THIS quarter probably with their genius hedging 🤦♂ program Can they keep generating negative gross margins even in THIS environment"  
[X Link](https://x.com/OldMammoth69/status/1975590612138401826)  2025-10-07T15:54Z [---] followers, [---] engagements


"@EricJacobs55502 Buying copious amounts of $SMLR means you get Eric Semler Jeff Walton and the r*t*rd girl podcaster though. Clearly one can do better than that"  
[X Link](https://x.com/OldMammoth69/status/1975659622674669939)  2025-10-07T20:28Z [---] followers, [---] engagements


"@JoeCarlasare Absolutely higher This is like asking where bitcoin would be without DogWifHat Fartcoin and MelaniaCoin"  
[X Link](https://x.com/OldMammoth69/status/1976248912169382363)  2025-10-09T11:30Z [---] followers, [--] engagements


"$REX making anther play for all-time highs $GPRE acting great Even $GEVO possible breakout incoming And.$ALTO is a dollar. But NOW even Californians can chose to not buy E15 just like the rest of us To The MOON 🚀🚀🚀"  
[X Link](https://x.com/OldMammoth69/status/1978110250847801795)  2025-10-14T14:46Z [---] followers, [---] engagements


"Punter Jeff and the toolbag at Semler promised me that if I studied hard enough $MSTR $MTPLF $SMLR $ASST $NAKA etc would stay above NAV and it would all make sense. The f8ck guys Did I study too much"  
[X Link](https://x.com/OldMammoth69/status/1978193449972015191)  2025-10-14T20:17Z [---] followers, [---] engagements


"@MilhemGroup Things CHANGE Have you met $ALTO Or me Its likely Ive been doing this longer than youve been alive. I was there at the creation of the RFS; $ALTOs first life as Pacific Ethanol; and the VeraSun corn hedge 🤣🤣🤣. Some things NEVER change"  
[X Link](https://x.com/OldMammoth69/status/1978398994402525339)  2025-10-15T09:54Z [---] followers, [---] engagements


"@dmlr53 @OrionObserverX @MilhemGroup @TBinkowski44570 @dunnde Its absolutely adorable how people think there will be a CCS pipelines at Pekin The $GPRE ones in Nebraska are LIVE and the price doesnt even begin to reflect it. But sure everybody go nuts ignore [--] years of history and take the hard path with $ALTO. I avoid brain damage 🤷♂"  
[X Link](https://x.com/OldMammoth69/status/1978991475321979053)  2025-10-17T01:08Z [---] followers, [---] engagements


"@DCat7 @MikeDzikowski @Kalshi @DraftKings @DKSportsbook Low retention is absolutely fine if your cost of acquisition is really low. Its a holistic thing. Also remember Kalshi doesnt give up 25-30% of its hold as taxes. You literally just took me back to [----] when naysayers told me Netflix churn was too high"  
[X Link](https://x.com/OldMammoth69/status/1980041298154262644)  2025-10-19T22:40Z [---] followers, [--] engagements


"@musharbash_b @matthewstoller So the tyranny of Wall Street is shuttering unprofitable funds led by a clout-chasing a88hole with no actual investment process other than what I feel will get me in the news cycle for a day. Got it"  
[X Link](https://x.com/OldMammoth69/status/1980067818667127055)  2025-10-20T00:25Z [---] followers, [--] engagements


"@j69588730 @DDraper_trades To do not sports The level to which you guys dont understand how / where / for what $DKNG makes money; and how prediction markets are structurally different is hilarious and comical"  
[X Link](https://x.com/OldMammoth69/status/1980739618795372635)  2025-10-21T20:55Z [---] followers, [---] engagements


"@stockpickerspb @DDraper_trades (a) the rakes on slot machines are not nearly as bad as any parlay that has more than two legs (b) the prediction markets are a BETTER PRODUCT with NETWORK EFFECTS but you know what.feel free to stick with $DKNG. No skin off my nose"  
[X Link](https://x.com/OldMammoth69/status/1980966399276167325)  2025-10-22T11:56Z [---] followers, [--] engagements


"@DCat7 @MikeDzikowski @Kalshi @DraftKings @DKSportsbook Well I think youve just made my point for me. (a) $DKNG economics are marginal even with the insane rake they take on parlays; and (b) prediction markets are likely to rek the rake on $DKNG parlays I mean have at it. Thats what makes a market"  
[X Link](https://x.com/OldMammoth69/status/1980984885436186709)  2025-10-22T13:09Z [---] followers, [--] engagements


"@DCat7 @MikeDzikowski @Kalshi @DraftKings @DKSportsbook If I am correct that theres an intrinsic network effect to the prediction markets.that the traditional OSB books lack.CAC will be extremely low relative to revenue. I see a classic Innovators Dilemma problem here for $DKNG. Well see 🤷♂"  
[X Link](https://x.com/OldMammoth69/status/1980986684339872253)  2025-10-22T13:16Z [---] followers, [--] engagements


"Trump produces private keys (given / engineered by NSA / CIA) Nobody can prove hes NOT Satoshi Drains wallets; sells coins at premium to US govt in private transaction to establish the Strategic Bitcoin Reserve ALL heads explode This 👇 is Step [--] JUST IN: Binance founder CZ says Trump might be Satoshi Nakamoto JUST IN: Binance founder CZ says Trump might be Satoshi Nakamoto"  
[X Link](https://x.com/OldMammoth69/status/1981800294569984450)  2025-10-24T19:09Z [---] followers, [--] engagements


"@KobeissiLetter $SHAK is doing fine Chipotle $CMG has completely enshitified their business.this is a company-specific problem. Their locations are literally insufferable now"  
[X Link](https://x.com/OldMammoth69/status/1984008279820017827)  2025-10-30T21:23Z [---] followers, [--] engagements


"@Donwalsh14 @RealJimChanos Then just accumulate maximum bitcoin today. Why are you paying Saylor a 40% vig to do it for you"  
[X Link](https://x.com/OldMammoth69/status/1985388819286241338)  2025-11-03T16:49Z [---] followers, [---] engagements


"The gold rally was all the bitcoin OGs selling their bitcoin and buying a real monetary asset while the smooth-brained DAT influencers and their minions provided exit liquidity. An addendum to your occasional reminder that $GBTC was the first bitcoin treasury"  
[X Link](https://x.com/OldMammoth69/status/1986036479613665481)  2025-11-05T11:42Z [---] followers, [--] engagements


"@DeepValueBagger Not sure why no one has followed Fred / $MARA into waste-heat shrimp farming yet 🦐"  
[X Link](https://x.com/OldMammoth69/status/1986081375686983871)  2025-11-05T14:41Z [---] followers, [---] engagements


"It was all over for $MARA when everyone copied Freds idea of using waste heat for 🦐 farming. I dont blame the guy for not wanting to share his great ideas in a public forum any more"  
[X Link](https://x.com/OldMammoth69/status/1986081885840171469)  2025-11-05T14:43Z [---] followers, [---] engagements


"@prtllyfnctnl @DeItaone Meanwhile $DKNG keeps buying back stock with cash they dont generate 🤷♂ And everything Jason Robins says proves to be delusional inside of a year"  
[X Link](https://x.com/OldMammoth69/status/1986858517169393874)  2025-11-07T18:09Z [---] followers, [---] engagements


"@taobanker Im sure plenty of people thought they had strong evidence of the superiority of Helmerich & Payne newbuild rigs in [----] as well 🤷♂ It probably wont take me long to find a slide deck with PAGES on the superior specs of their assets"  
[X Link](https://x.com/OldMammoth69/status/1988337994970042612)  2025-11-11T20:08Z [---] followers, [--] engagements


"@SchoolyardPS7 Might be They made some decent money with a great industry backdrop (note $REX at new highs and $ANDE close despite terrible (right now) ag biz) Pretty sure $8mm (so a third of gross profit and half of pre-tax) was unrealized derivative gains though 🤷♂ Cash gen was solid"  
[X Link](https://x.com/OldMammoth69/status/1988354172333207668)  2025-11-11T21:12Z [---] followers, [---] engagements


"@valuations_ Who wrote / said that"  
[X Link](https://x.com/OldMammoth69/status/1989307611120800010)  2025-11-14T12:21Z [---] followers, [----] engagements


"@valuations_ This will serve as my periodic reminder to everyone that $GBTC was the first bitcoin treasury company"  
[X Link](https://x.com/OldMammoth69/status/1989307814569730330)  2025-11-14T12:21Z [---] followers, [---] engagements


"@jimdelisle @saylor Bitcoin crowd gets taken in by high-time-preference fiat Boomer. Like clockwork. EVERY cycle. Because as you point out 90% of THEM are fiat cucks as well"  
[X Link](https://x.com/OldMammoth69/status/1991492172055736747)  2025-11-20T13:01Z [---] followers, [---] engagements


"@thisischenx @KobeissiLetter LOL is this a joke He has a 16% gain on his position despite being in bitcoin for FIVE YEARS He buys TOPS"  
[X Link](https://x.com/OldMammoth69/status/1991599930964865535)  2025-11-20T20:10Z [---] followers, [---] engagements


"@taobanker Well were basically there ($10) New Petrobras contract isnt as big or profitable as I thought but should still be meaningful for this (rapidly-downsized) company"  
[X Link](https://x.com/OldMammoth69/status/1993333551098741246)  2025-11-25T14:58Z [---] followers, [--] engagements


"@brucefenton These companies are nothing but high-time-preference Boomer fiat games. You can tell because they are surrounded by influencers. Does Google have influencers Your occasional reminder that $GBTC was the first bitcoin treasury company"  
[X Link](https://x.com/OldMammoth69/status/1994769868949000217)  2025-11-29T14:06Z [---] followers, [--] engagements


"@leevalueroach $SFIX $GPRE"  
[X Link](https://x.com/OldMammoth69/status/1994885667659420158)  2025-11-29T21:46Z [---] followers, [---] engagements


"@comic @jackmallers Your periodic reminder that $GBTC was the first bitcoin treasury company"  
[X Link](https://x.com/OldMammoth69/status/2003537330116899193)  2025-12-23T18:44Z [---] followers, [--] engagements


"@BurggrabenH @RealRickRule The notion that the U.S. has a consumption centric tax code is hilarious. The U.S. tax code encourages hoarding and punishes labor. Not sure what that has to do vis-a-vis China at all. Though that anyone would hold up China as a model to emulate / admire 🤮"  
[X Link](https://x.com/OldMammoth69/status/2003567466954506375)  2025-12-23T20:44Z [---] followers, [---] engagements


"@lakeshow12345 @JCrossover [----] Lakers Pau Gasol had more Win Shares; more Win Shares / 48; a higher net rating (and the best offensive rating in the NBA) than Kobe [----] Lakers Pau Gasol led Kobe by wide margins again in all those categories and PER. Pau Gasol was the best player on those teams"  
[X Link](https://x.com/OldMammoth69/status/2004618846544781651)  2025-12-26T18:22Z [---] followers, [---] engagements


"@Summer__Crane @lakeshow12345 @JCrossover And in 2010/2011; Derrick Rose (he of a rather un-remarkable career) also had a higher WS and WS/48 than all the guys you listed; AND was awarded an MVP. Are you also gonna tell me that Derrick Rose wasnt better than all those guys for a year Stats AND writers were wrong"  
[X Link](https://x.com/OldMammoth69/status/2004697474087489587)  2025-12-26T23:34Z [---] followers, [---] engagements


"@BillAckman So what youre saying is we should expect these guys to represent Florida in the U.S. Senate soon"  
[X Link](https://x.com/OldMammoth69/status/2005092103735706030)  2025-12-28T01:43Z [---] followers, [--] engagements


"@sichuan_mala @MartyBent Near as I can tell government social services exist to be defrauded; by all comers. The purpose of a system.is what it does"  
[X Link](https://x.com/OldMammoth69/status/2005748046806868169)  2025-12-29T21:09Z [---] followers, [--] engagements


"@billsperos @Kalshi @FDSportsbook @DKSportsbook Bill has this CHANGED over the weeks Has the book (moneylines) vig tightened a bit over the last couple months I assume side bets on lines and over-under are still and always will be the standard -110"  
[X Link](https://x.com/OldMammoth69/status/2005779570058797298)  2025-12-29T23:14Z [---] followers, [--] engagements


"@aizek0 @ColeMacro @mikealfred BRILLIANT Well except for the whole part about the $SMLR med device business. Its shrinking and bleeding cash. But hey who pays attention to those kinds of details these days 🤷♂"  
[X Link](https://x.com/OldMammoth69/status/2006099976003137813)  2025-12-30T20:28Z [---] followers, [--] engagements


"@natbrunell Natalie $SMLR trades for 0.8x NAV $ASST trades for 1.2x NAV Why on Earth would you encourage me to sell bitcoin at $70k and immediately buy it back for $105k How does that make sense"  
[X Link](https://x.com/OldMammoth69/status/2006101722993688788)  2025-12-30T20:34Z [---] followers, [---] engagements


"@IIICapital Joe $SMLR trades at 0.8x NAV $ASST trades at 1.2x NAV Why exactly are you encouraging shareholders to sell their bitcoin for $70k; and immediately buy it back for $105k How does doing this make sense Curious as to your.ummm.motivations"  
[X Link](https://x.com/OldMammoth69/status/2006102472159363142)  2025-12-30T20:37Z [---] followers, [---] engagements


"@LuckOfDeIrishh @IIICapital Please show your math Theres $200 nominal of $SATA outstanding. And near as I can tell the equity market cap is roughly equal to the nominal value of the $BTC they hold"  
[X Link](https://x.com/OldMammoth69/status/2006105878815035778)  2025-12-30T20:51Z [---] followers, [---] engagements


"@LuckOfDeIrishh @IIICapital So were just ignoring the existence of the $200mm of $SATA"  
[X Link](https://x.com/OldMammoth69/status/2006109523006673268)  2025-12-30T21:05Z [---] followers, [--] engagements


"@smallcapsam Honest question. The EQUITY market cap is roughly $640mm at per the last 10-Q. Are we just treating the $200mm nominal of $SATA outstanding like it just doesnt exist"  
[X Link](https://x.com/OldMammoth69/status/2006116437908127838)  2025-12-30T21:33Z [---] followers, [---] engagements


"@IIICapital @SemlerSci @strive Why are you selling your company for 0.75x mNAV"  
[X Link](https://x.com/OldMammoth69/status/2006847452754907586)  2026-01-01T21:58Z [---] followers, [---] engagements


"@ELITEORNOT1 @MattydubsX Yep his line sucks"  
[X Link](https://x.com/OldMammoth69/status/2007922522986319892)  2026-01-04T21:10Z [---] followers, [---] engagements


"@ELITEORNOT1 @MattydubsX How many minutes do you expect the o-line to hold off defenders while Sanders tries to figure out how football works"  
[X Link](https://x.com/OldMammoth69/status/2007922910539989007)  2026-01-04T21:11Z [---] followers, [---] engagements


"@TheVitoVerse @MattydubsX Do you realize the receiver was open in single coverage and if it hadnt taken Shedeur a long lunch break to figure it out he would have hit him in stride at the [--] yard line and he would have waltzed untouched into the end zone The play developed in about [---] seconds"  
[X Link](https://x.com/OldMammoth69/status/2008167486722551865)  2026-01-05T13:23Z [---] followers, [--] engagements


"@GlobalCreditGus @DKSportsbook @DraftKings @BillAckman Dude have you met Jason Robins That is absolute feature not bug"  
[X Link](https://x.com/OldMammoth69/status/2012955826936225871)  2026-01-18T18:30Z [---] followers, [--] engagements


"@tarikjpierce LOL. $161mm in cash OUTFLOW from operations in the quarter [----] bitcoin mined Cash costs (including Freds fiat comp) are a shade north of $77k per bitcoin in the quarter. I mean if you know how to read their actual official government filings 🦐 fixes this"  
[X Link](https://x.com/OldMammoth69/status/1856455766477287464)  2024-11-12T21:55Z [---] followers, [---] engagements


"@RLinnehanSR And yet $DKNG keeps going down 🤔"  
[X Link](https://x.com/OldMammoth69/status/2014725260487123421)  2026-01-23T15:41Z [---] followers, [---] engagements


"@taobanker OMG data analytics The OFS version of never confuse brains with a bull market is never confuse product differentiation with a bull market. The 20% ROIC is impressive but has much more to do with we cant produce; without new compression whats the time value of"  
[X Link](https://x.com/OldMammoth69/status/1988335213899116997)  2025-11-11T19:57Z [---] followers, [--] engagements


"@taobanker money on that multi-million $ well if its not producing than anything interesting about $NGS (or anybody else) products. That said doesnt feel like this bottleneck gets fixed any time soon"  
[X Link](https://x.com/OldMammoth69/status/1988335667194302662)  2025-11-11T19:58Z [---] followers, [--] engagements


"Yep its not every day you can secure access to West Texas infinite natural gas reserves 🤣 Fred is a fucking GENIUS. 🚨$MARA pivot gets real. Signs LOI with pipeline giant MPLX (market cap: $51B) to secure Delaware Basin natural gas supply for [---] GW energy-to-compute buildout in West Texas. ⚡ Suggests a long-term gas supply + generation JV worth several billion in capex is possible. https://t.co/a2ulky6KsB 🚨$MARA pivot gets real. Signs LOI with pipeline giant MPLX (market cap: $51B) to secure Delaware Basin natural gas supply for [---] GW energy-to-compute buildout in West Texas. ⚡ Suggests a"  
[X Link](https://x.com/OldMammoth69/status/1986095566573461523)  2025-11-05T15:37Z [---] followers, [---] engagements


"So how many hours am I supposed to study $STRC Your occasional reminder that $GBTC was the first bitcoin treasury company"  
[X Link](https://x.com/anyuser/status/1990504074895294584)  2025-11-17T19:35Z [---] followers, [---] engagements


"Imagine the trouble Larry Sunmers could have saved himself if he had just asked May I meet you Larry Summers was [--] years old when he had this email exchange with Jeffrey Epstein. It truly goes to show that every human being no matter their age wealth and power is secretly an insecure [--] years old. https://t.co/F0zIAZnthQ Larry Summers was [--] years old when he had this email exchange with Jeffrey Epstein. It truly goes to show that every human being no matter their age wealth and power is secretly an insecure [--] years old. https://t.co/F0zIAZnthQ"  
[X Link](https://x.com/anyuser/status/1990601818808987965)  2025-11-18T02:03Z [---] followers, [---] engagements


"You guys DO understand that Saylor is a high-time-preference Boomer fiat cuck right The people who worship him are in bitcoin for nothing other than number go up As they say everyone gets bitcoin at the price they deserve $MSTR How friggin hilarious is this; stay humble and stack sats What a despicable comment for $MSTR s @Saylor to make after buying 150% of the incremental supply of BTC since the Ap [--] halving. Stay humble he says as he leverages up his company issuing 7b debt 7b in preffs and https://t.co/uPjT0GG8OT How friggin hilarious is this; stay humble and stack sats What a despicable"  
[X Link](https://x.com/OldMammoth69/status/1991493359127707764)  2025-11-20T13:06Z [---] followers, [---] engagements


"Theres presumably a connection to be made between @tracyalloway s admonition yesterday that we ignore DATA that Zoomers ARE in fact as well off as prior generations; and instead indulge their anxiety about the future and vibes And Todays WSJ article about ADHD meds 🤷♂"  
[X Link](https://x.com/OldMammoth69/status/1991495504920997945)  2025-11-20T13:15Z [---] followers, [--] engagements


"For all you smooth-brains who think your DATs are ever coming back How are your [----] ICOs and [----] NFTs & programmatic stablecoins doing Dont worry youre not the first high-time-preference fiat cucks to get grifted; and you wont be the last. $MSTR $SMLR $ASST $MTPLF"  
[X Link](https://x.com/anyuser/status/1991689483004309551)  2025-11-21T02:05Z [---] followers, [---] engagements


"Anybody do a wellness check on @CK_Cryptoklepto lately Did he find a soup kitchen for Thanksgiving"  
[X Link](https://x.com/anyuser/status/1994538521953219002)  2025-11-28T22:46Z [---] followers, [---] engagements


"@SemlerEric wants you to vote FOR the $SMLR / $ASST deal. $SMLR trades at 0.8x mNAV ($SMLR IR page) and $ASST trades at 1.2x mNAV (my calc) So Eric proposes the path to shareholder value creation is to sell your bitcoin for $70k; and immediately buy it back for $105k To all Semler Scientific stockholders we encourage you to vote FOR our proposed merger with Strive. Voting is open now and the Special Meeting to approve the merger is on Jan. [--]. $SMLR stockholders will receive shares in $ASST at an exchange ratio of 21.05x in the merger. https://t.co/SHNkXlE6i3 To all Semler Scientific"  
[X Link](https://x.com/anyuser/status/2006035076904079398)  2025-12-30T16:10Z [---] followers, [---] engagements


"Is anybody wondering.what is @SemlerEric motivation for proposing this transaction If any of the army of chuds involved in this deal (@SemlerEric ; @PunterJeff ; @IIICapital ; @ColeMacro ) would like to correct my math I would love to hear it"  
[X Link](https://x.com/anyuser/status/2006036028734251496)  2025-12-30T16:13Z [---] followers, [--] engagements


"If youre blaming the Browns offensive line for Shedeur Sanders you might just be retarded this from the easy downfield TD that Sanders mis-threw"  
[X Link](https://x.com/anyuser/status/2007927077899813104)  2026-01-04T21:28Z [---] followers, [---] engagements


"Is everyone ready for when $MSTR and @saylor issue below 1.0x mNAV next week Because its coming. What will the army of grifters say then Im sure theyre preparing their scripts. @dampedspring"  
[X Link](https://x.com/anyuser/status/2008579926434398453)  2026-01-06T16:42Z [---] followers, [---] engagements


"Sign you might me retarded: You think home field ADVANTAGE means levelplaying field Woke DEI NFL proposed to you by Texas To level the playing field shouldnt NFL playoffs be held in domed stadiums To level the playing field shouldnt NFL playoffs be held in domed stadiums"  
[X Link](https://x.com/OldMammoth69/status/2013263504363393067)  2026-01-19T14:53Z [---] followers, [---] engagements


"But some retarded sore loser pussy from Texas wants this played in a dome Perfection https://t.co/ENtDK5C0Tp Perfection https://t.co/ENtDK5C0Tp"  
[X Link](https://x.com/OldMammoth69/status/2013317177693065250)  2026-01-19T18:26Z [---] followers, [---] engagements


"If nothing else the sheer commitment to the bit by the crypto grifter community is a sight to behold Were excited to welcome leading $BTC analysts to the live Q&A during our Q4 Earnings Call tomorrow at [--] PM ET: @LynAldenContact @LawrenceLepard @fundstrat and @hillery_dan. https://t.co/uk02qdMsNq Were excited to welcome leading $BTC analysts to the live Q&A during our Q4 Earnings Call tomorrow at [--] PM ET: @LynAldenContact @LawrenceLepard @fundstrat and @hillery_dan. https://t.co/uk02qdMsNq"  
[X Link](https://x.com/OldMammoth69/status/2019467622299861330)  2026-02-05T17:46Z [---] followers, [--] engagements


"@taobanker So in all seriousnesshow did they burn SO MUCH cash the last six months Lots of adjusted EBITDA but the actual bank accounts are bleeding dry"  
[X Link](https://x.com/OldMammoth69/status/1998813816243859666)  2025-12-10T17:55Z [---] followers, [--] engagements


"@taobanker an explanation as to why their current account has changed so much versus history in the last six months it absolutely happens just for timing differences But trivial accounting matter Ok 🤷♂"  
[X Link](https://x.com/OldMammoth69/status/1998817008599654577)  2025-12-10T18:08Z [---] followers, [--] engagements


"@taobanker And sure; $5mm on $1.8b $YELP is in fact trivial. LOVE has burned through $3.50 a share in cash in [--] weeks; and only $6mm of that was buyback"  
[X Link](https://x.com/OldMammoth69/status/1998817829874028925)  2025-12-10T18:11Z [---] followers, [--] engagements


"@taobanker They have ruined a high-economic-return mostly direct-to-consumer business by doubling their physical showroom count in something like [---] years. Among other errors you are under-appreciating the functional debt that is created by those leases. Ask JJill ($JILL) about turning"  
[X Link](https://x.com/OldMammoth69/status/1998820568263524554)  2025-12-10T18:22Z [---] followers, [--] engagements


"@penny_ether Why does it matter if its already paid (a) because they need new ASICs all the time to just run in place (b) maybe theres an $18 quadrillion dollar miner out there that would energy costs by a tenth of a penny. Should we not charge them for over-paying for capital"  
[X Link](https://x.com/OldMammoth69/status/1951340526763971021)  2025-08-01T17:53Z [---] followers, [---] engagements


"@penny_ether A big part of $MARAs problem is that the only thing theyre good at is grossly over-paying for EVERYTHING. Ignoring depreciation sweeps this corporate malpractice under the rug"  
[X Link](https://x.com/OldMammoth69/status/1951340931136856355)  2025-08-01T17:55Z [---] followers, [--] engagements

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

@OldMammoth69 Avatar @OldMammoth69 David Locke

David Locke posts on X about bitcoin, $alto, $smlr, $asst the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: [--] #

Engagements Line Chart

  • [--] Week [------] -97%
  • [--] Month [---------] +177%
  • [--] Months [---------] +17,287%
  • [--] Year [---------] +6,083%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +125%
  • [--] Month [--] +13%
  • [--] Months [---] +26%
  • [--] Year [---] -27%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +0.81%
  • [--] Month [---] +2.50%
  • [--] Months [---] -3.10%
  • [--] Year [---] +25%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies 34% stocks 28% finance 23% automotive brands 6% technology brands 2% social networks 1% exchanges 1% countries 1% nba 1% celebrities 1%

Social topic influence bitcoin 20%, $alto 12%, $smlr #8, $asst #244, $gbtc #14, the first 8%, $dkng #427, $rex 7%, $gpre 6%, in the 6%

Top accounts mentioned or mentioned by @dksportsbook @bullstkpicks @draftkings @domocapital @mikedzikowski @taobanker @milhemgroup @jasondrobins @amazon @espn @barstoolsports @stoolpresidente @mlb @iiicapital @semlereric @kalshi @colemacro @ddrapertrades @dcat7 @saylor

Top assets mentioned Bitcoin (BTC) Semler Scientific, Inc. (SMLR) Asset Entities Inc. (ASST) Grayscale BTC ETF (GBTC) DraftKings Inc. Class A Common Stock (DKNG) REVOX (REX) Strategy (MSTR) MARA Holdings, Inc. (MARA) Metaplanet Inc. (MTPLF) TXO Energy Partners, L.P. (TXO) PSYOP (PSYOP) dogwifhat (WIF) Fartcoin (FARTCOIN) Nakamoto Games (NAKA) Chipotle Mexican Grill, Inc. (CMG) Shake Shack Inc. (SHAK) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last [--] hours

"Remember when the chuds at $SMLR put out a press release saying they were getting acquired for $90 per share Good times. A freight train built on Bitcoin amplified by Digital Credit. $SMLR x $ASST https://t.co/sMNY8zWzkS A freight train built on Bitcoin amplified by Digital Credit. $SMLR x $ASST https://t.co/sMNY8zWzkS"
X Link 2025-12-30T15:09Z [---] followers, [---] engagements

"This serves as your periodic reminder that $GBTC was the first bitcoin treasury company; and there is never anything new under the Sun"
X Link 2026-02-01T16:20Z [---] followers, [--] engagements

"Hey new $ASST holders. Just a reminder that @SemlerEric sold your $SMLR shares for what it now $10 bucks; and @natbrunell used her influence to make it happen"
X Link 2026-02-05T15:22Z [---] followers, [---] engagements

"$ASST 0.55x mNAV Are you guys gonna sell some bitcoin to buy back stock (and raise your shareholders bitcoin per share) or are @ColeMacro @SemlerEric and @PunterJeff going to reveal themselves as the frauds many of us already knew they were"
X Link 2026-02-12T16:21Z [---] followers, [---] engagements

"Hows my $DKNG fam tonite Remember this time last year; when Jason Robins told you they were gonna do $900mm - $1.0bil in adjusted EBITDA Whats a $300-400mm miss between friends eh Robins got PAID on target though. Lying clown show that promotes extractive addiction"
X Link 2026-02-12T21:39Z [---] followers, [---] engagements

"@Bullstkpicks @DOMOCAPITAL You have zero idea how much (or where) $GPRE I own; how much Ive made in $REX while $ALTO apes were getting blown to smithereens for years; or if any of that giant $REX capital can was swapped for $ALTO and when"
X Link 2026-02-07T12:11Z [---] followers, [---] engagements

"Has anybody ever seen Richard Sackler and Jason Robins in the same room"
X Link 2026-02-12T21:39Z [---] followers, [---] engagements

"@MikeDzikowski @JasonDRobins @DraftKings @amazon @espn @barstoolsports @stoolpresidente @MLB @DKSportsbook Mike what you need to understand is Robins operates an extractive business that pushed for and got regulatory protection of their rentier status. The point of an oligopoly is to reduce supply and push price. It is FEATURE not bug to have relatively fewer users but rape"
X Link 2026-02-13T12:52Z [---] followers, [--] engagements

"@MikeDzikowski @JasonDRobins @DraftKings @amazon @espn @barstoolsports @stoolpresidente @MLB @DKSportsbook them unmercifully. When prediction markets showed up they broke the regulatorily-protected oligopoly. So $DKNG doubled-down on not growing users but absolutely fucking the users that they do have to the maximum extent possible"
X Link 2026-02-13T12:55Z [---] followers, [--] engagements

"@TheRoyaltyKing Why would you underwrite $SJT at 6% when $EPM and $TXO (couple names off the top of my head) trade at 13%"
X Link 2025-12-30T18:18Z [---] followers, [---] engagements

"@DOMOCAPITAL I dont think anybody believed the [--] cents estimate"
X Link 2026-02-05T14:24Z [---] followers, [---] engagements

"@DOMOCAPITAL $ALTO should similarly crush; but again I dont think anybody who owns the stock is EXPECTING a loss; despite the consensus estimate"
X Link 2026-02-05T14:26Z [---] followers, [---] engagements

"@Bullstkpicks @DOMOCAPITAL OMG here we go with nationwide e15 again. [--]. It is NEVER going to happen. e15 is and has always been a psyop on farmers and a jobs program for ag and petrol / refining lobbyists. [--]. e15 wouldnt raise domestic ethanol demand by more than 5% eve if it did happen"
X Link 2026-02-06T12:35Z [---] followers, [---] engagements

"@Bullstkpicks @DOMOCAPITAL Im sorry I say mean things about your stock sometimes; and it makes you sad"
X Link 2026-02-07T12:15Z [---] followers, [--] engagements

"@Bullstkpicks @DOMOCAPITAL I will note the two main things I have EVER said re: ALTO The assets WONT get sold national e15 will NEVER happen (which isnt $ALTO specific per se; its just a retarded thing to hope for) Have been 100% CORRECT for a decade; while various hucksters have come and gone"
X Link 2026-02-07T12:21Z [---] followers, [---] engagements

"@pwrhungry Dont want them.for what Stellantis charges / for what it costs Stellantis to make them. My guess is BYD would be a best-seller in the U.S"
X Link 2026-02-08T19:20Z [---] followers, [--] engagements

"@Super70sSports LOL if Prince performed today conservatives would have a meltdown"
X Link 2026-02-09T04:08Z [---] followers, [--] engagements

"@MilhemGroup @Bullstkpicks @DOMOCAPITAL You know who said theyd sell an asset and then DID actually complete a sale.$GPRE POET $REX and $ANDE have been on the lookout for expansion for years. With the cash / resources to do so. Hell Pekin is down the road from One Earth / Gibson City. Yet.crickets"
X Link 2026-02-11T11:05Z [---] followers, [--] engagements

"@Bullstkpicks @MilhemGroup @DOMOCAPITAL My house is worth $5mm; that I havent gotten an offer over $2.5mm is irrelevant Decent ethanol assets have traded at decent prices. So what does that tell you about the $ALTO assets Dont take my word for it. Ask $REX management about Pekin on their next conference call"
X Link 2026-02-11T11:46Z [---] followers, [---] engagements

"So Saylor / $MSTR has spent over $50 billion over FIVE YEARS and somehow now has no unrealized gains to show for it. Remarkable. And yet there is an army of midcurves on this platform that think hes a genius / there is some kind of plan"
X Link 2026-02-01T16:19Z [---] followers, [---] engagements

"@MikeDzikowski @JasonDRobins @DraftKings @amazon @espn @barstoolsports @stoolpresidente @MLB @DKSportsbook I know youve been around since the DFS days. When DraftKings insider-traded against their customers. When people show you who they are; its best to listen. DraftKings was and always has been basically legal organized crime. Robins has no idea how to run a business"
X Link 2026-02-13T12:57Z [---] followers, [--] engagements

"@MikeDzikowski @JasonDRobins @DraftKings @amazon @espn @barstoolsports @stoolpresidente @MLB @DKSportsbook and never has. Id note.that youve never seen Jason Robins and Richard Sackler in the same room. Just sayin.🤷♂"
X Link 2026-02-13T12:58Z [---] followers, [--] engagements

"@DDraper_trades @MikeDzikowski @JasonDRobins @DraftKings @amazon @espn @barstoolsports @stoolpresidente @MLB @DKSportsbook You spelled criminals wrong"
X Link 2026-02-13T12:59Z [---] followers, [--] engagements

"Hey $SMLR When are you gonna SELL some $BTC and buy back stock Which would INCREASE your shareholders Bitcoin per share Or are you just gonna admit that this whole thing was a scam from the beginning Your periodic reminder that $GBTC was the first bitcoin treasury co"
X Link 2025-09-03T16:25Z [---] followers, [---] engagements

"@dampedspring @MicroStrategy Your daily reminder that $GBTC was the first bitcoin treasury company"
X Link 2025-09-08T14:46Z [---] followers, [---] engagements

"$ALTO fam 🤷♂🤦♂"
X Link 2025-09-19T20:06Z [---] followers, [----] engagements

"The only reasonable explanation is that the $ALTO western assets got sold for buckets full of money now that CA will have E15"
X Link 2025-09-19T21:02Z [---] followers, [----] engagements

"@Bullstkpicks Love how youve been dead right about what a piece of sh8t this company and their assets are; for [--] years; also congrats on $REX making new highs every day gets spun into me having a personal vendetta against $ALTO NGMI"
X Link 2025-09-20T12:21Z [---] followers, [---] engagements

"@kingdomcapadv @fabreres @jffr1362 That was just super weird. I dont understand the obsession with $ALTO TBH The Twitter obsession is inversely related to the quality of the ethanol companies / investment returns. There are like [--] posts in [--] years about $REX; a handful about $GPRE; and a cult around $ALTO"
X Link 2025-09-20T12:47Z [---] followers, [---] engagements

"ok $ALTO famhow are they gonna blow it THIS quarter probably with their genius hedging 🤦♂ program Can they keep generating negative gross margins even in THIS environment"
X Link 2025-10-07T15:54Z [---] followers, [---] engagements

"@EricJacobs55502 Buying copious amounts of $SMLR means you get Eric Semler Jeff Walton and the rtrd girl podcaster though. Clearly one can do better than that"
X Link 2025-10-07T20:28Z [---] followers, [---] engagements

"@JoeCarlasare Absolutely higher This is like asking where bitcoin would be without DogWifHat Fartcoin and MelaniaCoin"
X Link 2025-10-09T11:30Z [---] followers, [--] engagements

"$REX making anther play for all-time highs $GPRE acting great Even $GEVO possible breakout incoming And.$ALTO is a dollar. But NOW even Californians can chose to not buy E15 just like the rest of us To The MOON 🚀🚀🚀"
X Link 2025-10-14T14:46Z [---] followers, [---] engagements

"Punter Jeff and the toolbag at Semler promised me that if I studied hard enough $MSTR $MTPLF $SMLR $ASST $NAKA etc would stay above NAV and it would all make sense. The f8ck guys Did I study too much"
X Link 2025-10-14T20:17Z [---] followers, [---] engagements

"@MilhemGroup Things CHANGE Have you met $ALTO Or me Its likely Ive been doing this longer than youve been alive. I was there at the creation of the RFS; $ALTOs first life as Pacific Ethanol; and the VeraSun corn hedge 🤣🤣🤣. Some things NEVER change"
X Link 2025-10-15T09:54Z [---] followers, [---] engagements

"@dmlr53 @OrionObserverX @MilhemGroup @TBinkowski44570 @dunnde Its absolutely adorable how people think there will be a CCS pipelines at Pekin The $GPRE ones in Nebraska are LIVE and the price doesnt even begin to reflect it. But sure everybody go nuts ignore [--] years of history and take the hard path with $ALTO. I avoid brain damage 🤷♂"
X Link 2025-10-17T01:08Z [---] followers, [---] engagements

"@DCat7 @MikeDzikowski @Kalshi @DraftKings @DKSportsbook Low retention is absolutely fine if your cost of acquisition is really low. Its a holistic thing. Also remember Kalshi doesnt give up 25-30% of its hold as taxes. You literally just took me back to [----] when naysayers told me Netflix churn was too high"
X Link 2025-10-19T22:40Z [---] followers, [--] engagements

"@musharbash_b @matthewstoller So the tyranny of Wall Street is shuttering unprofitable funds led by a clout-chasing a88hole with no actual investment process other than what I feel will get me in the news cycle for a day. Got it"
X Link 2025-10-20T00:25Z [---] followers, [--] engagements

"@j69588730 @DDraper_trades To do not sports The level to which you guys dont understand how / where / for what $DKNG makes money; and how prediction markets are structurally different is hilarious and comical"
X Link 2025-10-21T20:55Z [---] followers, [---] engagements

"@stockpickerspb @DDraper_trades (a) the rakes on slot machines are not nearly as bad as any parlay that has more than two legs (b) the prediction markets are a BETTER PRODUCT with NETWORK EFFECTS but you know what.feel free to stick with $DKNG. No skin off my nose"
X Link 2025-10-22T11:56Z [---] followers, [--] engagements

"@DCat7 @MikeDzikowski @Kalshi @DraftKings @DKSportsbook Well I think youve just made my point for me. (a) $DKNG economics are marginal even with the insane rake they take on parlays; and (b) prediction markets are likely to rek the rake on $DKNG parlays I mean have at it. Thats what makes a market"
X Link 2025-10-22T13:09Z [---] followers, [--] engagements

"@DCat7 @MikeDzikowski @Kalshi @DraftKings @DKSportsbook If I am correct that theres an intrinsic network effect to the prediction markets.that the traditional OSB books lack.CAC will be extremely low relative to revenue. I see a classic Innovators Dilemma problem here for $DKNG. Well see 🤷♂"
X Link 2025-10-22T13:16Z [---] followers, [--] engagements

"Trump produces private keys (given / engineered by NSA / CIA) Nobody can prove hes NOT Satoshi Drains wallets; sells coins at premium to US govt in private transaction to establish the Strategic Bitcoin Reserve ALL heads explode This 👇 is Step [--] JUST IN: Binance founder CZ says Trump might be Satoshi Nakamoto JUST IN: Binance founder CZ says Trump might be Satoshi Nakamoto"
X Link 2025-10-24T19:09Z [---] followers, [--] engagements

"@KobeissiLetter $SHAK is doing fine Chipotle $CMG has completely enshitified their business.this is a company-specific problem. Their locations are literally insufferable now"
X Link 2025-10-30T21:23Z [---] followers, [--] engagements

"@Donwalsh14 @RealJimChanos Then just accumulate maximum bitcoin today. Why are you paying Saylor a 40% vig to do it for you"
X Link 2025-11-03T16:49Z [---] followers, [---] engagements

"The gold rally was all the bitcoin OGs selling their bitcoin and buying a real monetary asset while the smooth-brained DAT influencers and their minions provided exit liquidity. An addendum to your occasional reminder that $GBTC was the first bitcoin treasury"
X Link 2025-11-05T11:42Z [---] followers, [--] engagements

"@DeepValueBagger Not sure why no one has followed Fred / $MARA into waste-heat shrimp farming yet 🦐"
X Link 2025-11-05T14:41Z [---] followers, [---] engagements

"It was all over for $MARA when everyone copied Freds idea of using waste heat for 🦐 farming. I dont blame the guy for not wanting to share his great ideas in a public forum any more"
X Link 2025-11-05T14:43Z [---] followers, [---] engagements

"@prtllyfnctnl @DeItaone Meanwhile $DKNG keeps buying back stock with cash they dont generate 🤷♂ And everything Jason Robins says proves to be delusional inside of a year"
X Link 2025-11-07T18:09Z [---] followers, [---] engagements

"@taobanker Im sure plenty of people thought they had strong evidence of the superiority of Helmerich & Payne newbuild rigs in [----] as well 🤷♂ It probably wont take me long to find a slide deck with PAGES on the superior specs of their assets"
X Link 2025-11-11T20:08Z [---] followers, [--] engagements

"@SchoolyardPS7 Might be They made some decent money with a great industry backdrop (note $REX at new highs and $ANDE close despite terrible (right now) ag biz) Pretty sure $8mm (so a third of gross profit and half of pre-tax) was unrealized derivative gains though 🤷♂ Cash gen was solid"
X Link 2025-11-11T21:12Z [---] followers, [---] engagements

"@valuations_ Who wrote / said that"
X Link 2025-11-14T12:21Z [---] followers, [----] engagements

"@valuations_ This will serve as my periodic reminder to everyone that $GBTC was the first bitcoin treasury company"
X Link 2025-11-14T12:21Z [---] followers, [---] engagements

"@jimdelisle @saylor Bitcoin crowd gets taken in by high-time-preference fiat Boomer. Like clockwork. EVERY cycle. Because as you point out 90% of THEM are fiat cucks as well"
X Link 2025-11-20T13:01Z [---] followers, [---] engagements

"@thisischenx @KobeissiLetter LOL is this a joke He has a 16% gain on his position despite being in bitcoin for FIVE YEARS He buys TOPS"
X Link 2025-11-20T20:10Z [---] followers, [---] engagements

"@taobanker Well were basically there ($10) New Petrobras contract isnt as big or profitable as I thought but should still be meaningful for this (rapidly-downsized) company"
X Link 2025-11-25T14:58Z [---] followers, [--] engagements

"@brucefenton These companies are nothing but high-time-preference Boomer fiat games. You can tell because they are surrounded by influencers. Does Google have influencers Your occasional reminder that $GBTC was the first bitcoin treasury company"
X Link 2025-11-29T14:06Z [---] followers, [--] engagements

"@leevalueroach $SFIX $GPRE"
X Link 2025-11-29T21:46Z [---] followers, [---] engagements

"@comic @jackmallers Your periodic reminder that $GBTC was the first bitcoin treasury company"
X Link 2025-12-23T18:44Z [---] followers, [--] engagements

"@BurggrabenH @RealRickRule The notion that the U.S. has a consumption centric tax code is hilarious. The U.S. tax code encourages hoarding and punishes labor. Not sure what that has to do vis-a-vis China at all. Though that anyone would hold up China as a model to emulate / admire 🤮"
X Link 2025-12-23T20:44Z [---] followers, [---] engagements

"@lakeshow12345 @JCrossover [----] Lakers Pau Gasol had more Win Shares; more Win Shares / 48; a higher net rating (and the best offensive rating in the NBA) than Kobe [----] Lakers Pau Gasol led Kobe by wide margins again in all those categories and PER. Pau Gasol was the best player on those teams"
X Link 2025-12-26T18:22Z [---] followers, [---] engagements

"@Summer__Crane @lakeshow12345 @JCrossover And in 2010/2011; Derrick Rose (he of a rather un-remarkable career) also had a higher WS and WS/48 than all the guys you listed; AND was awarded an MVP. Are you also gonna tell me that Derrick Rose wasnt better than all those guys for a year Stats AND writers were wrong"
X Link 2025-12-26T23:34Z [---] followers, [---] engagements

"@BillAckman So what youre saying is we should expect these guys to represent Florida in the U.S. Senate soon"
X Link 2025-12-28T01:43Z [---] followers, [--] engagements

"@sichuan_mala @MartyBent Near as I can tell government social services exist to be defrauded; by all comers. The purpose of a system.is what it does"
X Link 2025-12-29T21:09Z [---] followers, [--] engagements

"@billsperos @Kalshi @FDSportsbook @DKSportsbook Bill has this CHANGED over the weeks Has the book (moneylines) vig tightened a bit over the last couple months I assume side bets on lines and over-under are still and always will be the standard -110"
X Link 2025-12-29T23:14Z [---] followers, [--] engagements

"@aizek0 @ColeMacro @mikealfred BRILLIANT Well except for the whole part about the $SMLR med device business. Its shrinking and bleeding cash. But hey who pays attention to those kinds of details these days 🤷♂"
X Link 2025-12-30T20:28Z [---] followers, [--] engagements

"@natbrunell Natalie $SMLR trades for 0.8x NAV $ASST trades for 1.2x NAV Why on Earth would you encourage me to sell bitcoin at $70k and immediately buy it back for $105k How does that make sense"
X Link 2025-12-30T20:34Z [---] followers, [---] engagements

"@IIICapital Joe $SMLR trades at 0.8x NAV $ASST trades at 1.2x NAV Why exactly are you encouraging shareholders to sell their bitcoin for $70k; and immediately buy it back for $105k How does doing this make sense Curious as to your.ummm.motivations"
X Link 2025-12-30T20:37Z [---] followers, [---] engagements

"@LuckOfDeIrishh @IIICapital Please show your math Theres $200 nominal of $SATA outstanding. And near as I can tell the equity market cap is roughly equal to the nominal value of the $BTC they hold"
X Link 2025-12-30T20:51Z [---] followers, [---] engagements

"@LuckOfDeIrishh @IIICapital So were just ignoring the existence of the $200mm of $SATA"
X Link 2025-12-30T21:05Z [---] followers, [--] engagements

"@smallcapsam Honest question. The EQUITY market cap is roughly $640mm at per the last 10-Q. Are we just treating the $200mm nominal of $SATA outstanding like it just doesnt exist"
X Link 2025-12-30T21:33Z [---] followers, [---] engagements

"@IIICapital @SemlerSci @strive Why are you selling your company for 0.75x mNAV"
X Link 2026-01-01T21:58Z [---] followers, [---] engagements

"@ELITEORNOT1 @MattydubsX Yep his line sucks"
X Link 2026-01-04T21:10Z [---] followers, [---] engagements

"@ELITEORNOT1 @MattydubsX How many minutes do you expect the o-line to hold off defenders while Sanders tries to figure out how football works"
X Link 2026-01-04T21:11Z [---] followers, [---] engagements

"@TheVitoVerse @MattydubsX Do you realize the receiver was open in single coverage and if it hadnt taken Shedeur a long lunch break to figure it out he would have hit him in stride at the [--] yard line and he would have waltzed untouched into the end zone The play developed in about [---] seconds"
X Link 2026-01-05T13:23Z [---] followers, [--] engagements

"@GlobalCreditGus @DKSportsbook @DraftKings @BillAckman Dude have you met Jason Robins That is absolute feature not bug"
X Link 2026-01-18T18:30Z [---] followers, [--] engagements

"@tarikjpierce LOL. $161mm in cash OUTFLOW from operations in the quarter [----] bitcoin mined Cash costs (including Freds fiat comp) are a shade north of $77k per bitcoin in the quarter. I mean if you know how to read their actual official government filings 🦐 fixes this"
X Link 2024-11-12T21:55Z [---] followers, [---] engagements

"@RLinnehanSR And yet $DKNG keeps going down 🤔"
X Link 2026-01-23T15:41Z [---] followers, [---] engagements

"@taobanker OMG data analytics The OFS version of never confuse brains with a bull market is never confuse product differentiation with a bull market. The 20% ROIC is impressive but has much more to do with we cant produce; without new compression whats the time value of"
X Link 2025-11-11T19:57Z [---] followers, [--] engagements

"@taobanker money on that multi-million $ well if its not producing than anything interesting about $NGS (or anybody else) products. That said doesnt feel like this bottleneck gets fixed any time soon"
X Link 2025-11-11T19:58Z [---] followers, [--] engagements

"Yep its not every day you can secure access to West Texas infinite natural gas reserves 🤣 Fred is a fucking GENIUS. 🚨$MARA pivot gets real. Signs LOI with pipeline giant MPLX (market cap: $51B) to secure Delaware Basin natural gas supply for [---] GW energy-to-compute buildout in West Texas. ⚡ Suggests a long-term gas supply + generation JV worth several billion in capex is possible. https://t.co/a2ulky6KsB 🚨$MARA pivot gets real. Signs LOI with pipeline giant MPLX (market cap: $51B) to secure Delaware Basin natural gas supply for [---] GW energy-to-compute buildout in West Texas. ⚡ Suggests a"
X Link 2025-11-05T15:37Z [---] followers, [---] engagements

"So how many hours am I supposed to study $STRC Your occasional reminder that $GBTC was the first bitcoin treasury company"
X Link 2025-11-17T19:35Z [---] followers, [---] engagements

"Imagine the trouble Larry Sunmers could have saved himself if he had just asked May I meet you Larry Summers was [--] years old when he had this email exchange with Jeffrey Epstein. It truly goes to show that every human being no matter their age wealth and power is secretly an insecure [--] years old. https://t.co/F0zIAZnthQ Larry Summers was [--] years old when he had this email exchange with Jeffrey Epstein. It truly goes to show that every human being no matter their age wealth and power is secretly an insecure [--] years old. https://t.co/F0zIAZnthQ"
X Link 2025-11-18T02:03Z [---] followers, [---] engagements

"You guys DO understand that Saylor is a high-time-preference Boomer fiat cuck right The people who worship him are in bitcoin for nothing other than number go up As they say everyone gets bitcoin at the price they deserve $MSTR How friggin hilarious is this; stay humble and stack sats What a despicable comment for $MSTR s @Saylor to make after buying 150% of the incremental supply of BTC since the Ap [--] halving. Stay humble he says as he leverages up his company issuing 7b debt 7b in preffs and https://t.co/uPjT0GG8OT How friggin hilarious is this; stay humble and stack sats What a despicable"
X Link 2025-11-20T13:06Z [---] followers, [---] engagements

"Theres presumably a connection to be made between @tracyalloway s admonition yesterday that we ignore DATA that Zoomers ARE in fact as well off as prior generations; and instead indulge their anxiety about the future and vibes And Todays WSJ article about ADHD meds 🤷♂"
X Link 2025-11-20T13:15Z [---] followers, [--] engagements

"For all you smooth-brains who think your DATs are ever coming back How are your [----] ICOs and [----] NFTs & programmatic stablecoins doing Dont worry youre not the first high-time-preference fiat cucks to get grifted; and you wont be the last. $MSTR $SMLR $ASST $MTPLF"
X Link 2025-11-21T02:05Z [---] followers, [---] engagements

"Anybody do a wellness check on @CK_Cryptoklepto lately Did he find a soup kitchen for Thanksgiving"
X Link 2025-11-28T22:46Z [---] followers, [---] engagements

"@SemlerEric wants you to vote FOR the $SMLR / $ASST deal. $SMLR trades at 0.8x mNAV ($SMLR IR page) and $ASST trades at 1.2x mNAV (my calc) So Eric proposes the path to shareholder value creation is to sell your bitcoin for $70k; and immediately buy it back for $105k To all Semler Scientific stockholders we encourage you to vote FOR our proposed merger with Strive. Voting is open now and the Special Meeting to approve the merger is on Jan. [--]. $SMLR stockholders will receive shares in $ASST at an exchange ratio of 21.05x in the merger. https://t.co/SHNkXlE6i3 To all Semler Scientific"
X Link 2025-12-30T16:10Z [---] followers, [---] engagements

"Is anybody wondering.what is @SemlerEric motivation for proposing this transaction If any of the army of chuds involved in this deal (@SemlerEric ; @PunterJeff ; @IIICapital ; @ColeMacro ) would like to correct my math I would love to hear it"
X Link 2025-12-30T16:13Z [---] followers, [--] engagements

"If youre blaming the Browns offensive line for Shedeur Sanders you might just be retarded this from the easy downfield TD that Sanders mis-threw"
X Link 2026-01-04T21:28Z [---] followers, [---] engagements

"Is everyone ready for when $MSTR and @saylor issue below 1.0x mNAV next week Because its coming. What will the army of grifters say then Im sure theyre preparing their scripts. @dampedspring"
X Link 2026-01-06T16:42Z [---] followers, [---] engagements

"Sign you might me retarded: You think home field ADVANTAGE means levelplaying field Woke DEI NFL proposed to you by Texas To level the playing field shouldnt NFL playoffs be held in domed stadiums To level the playing field shouldnt NFL playoffs be held in domed stadiums"
X Link 2026-01-19T14:53Z [---] followers, [---] engagements

"But some retarded sore loser pussy from Texas wants this played in a dome Perfection https://t.co/ENtDK5C0Tp Perfection https://t.co/ENtDK5C0Tp"
X Link 2026-01-19T18:26Z [---] followers, [---] engagements

"If nothing else the sheer commitment to the bit by the crypto grifter community is a sight to behold Were excited to welcome leading $BTC analysts to the live Q&A during our Q4 Earnings Call tomorrow at [--] PM ET: @LynAldenContact @LawrenceLepard @fundstrat and @hillery_dan. https://t.co/uk02qdMsNq Were excited to welcome leading $BTC analysts to the live Q&A during our Q4 Earnings Call tomorrow at [--] PM ET: @LynAldenContact @LawrenceLepard @fundstrat and @hillery_dan. https://t.co/uk02qdMsNq"
X Link 2026-02-05T17:46Z [---] followers, [--] engagements

"@taobanker So in all seriousnesshow did they burn SO MUCH cash the last six months Lots of adjusted EBITDA but the actual bank accounts are bleeding dry"
X Link 2025-12-10T17:55Z [---] followers, [--] engagements

"@taobanker an explanation as to why their current account has changed so much versus history in the last six months it absolutely happens just for timing differences But trivial accounting matter Ok 🤷♂"
X Link 2025-12-10T18:08Z [---] followers, [--] engagements

"@taobanker And sure; $5mm on $1.8b $YELP is in fact trivial. LOVE has burned through $3.50 a share in cash in [--] weeks; and only $6mm of that was buyback"
X Link 2025-12-10T18:11Z [---] followers, [--] engagements

"@taobanker They have ruined a high-economic-return mostly direct-to-consumer business by doubling their physical showroom count in something like [---] years. Among other errors you are under-appreciating the functional debt that is created by those leases. Ask JJill ($JILL) about turning"
X Link 2025-12-10T18:22Z [---] followers, [--] engagements

"@penny_ether Why does it matter if its already paid (a) because they need new ASICs all the time to just run in place (b) maybe theres an $18 quadrillion dollar miner out there that would energy costs by a tenth of a penny. Should we not charge them for over-paying for capital"
X Link 2025-08-01T17:53Z [---] followers, [---] engagements

"@penny_ether A big part of $MARAs problem is that the only thing theyre good at is grossly over-paying for EVERYTHING. Ignoring depreciation sweeps this corporate malpractice under the rug"
X Link 2025-08-01T17:55Z [---] followers, [--] engagements

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@OldMammoth69
/creator/twitter::OldMammoth69