# ![@SwollFish Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::268012420.png) @SwollFish Swoll Fish

Swoll Fish posts on X about bitcoin, $strf, $strk, mstr the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::268012420/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::268012420/c:line/m:interactions.svg)

- [--] Week [---] -27%
- [--] Months [-----] +42%
- [--] Year [-----] -17%

### Mentions: [--] [#](/creator/twitter::268012420/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::268012420/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::268012420/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::268012420/c:line/m:followers.svg)

- [--] Week [---] +1.40%
- [--] Months [---] -18%
- [--] Year [---] +2.10%

### CreatorRank: undefined [#](/creator/twitter::268012420/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::268012420/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  40% [finance](/list/finance)  22.5% [stocks](/list/stocks)  20% [automotive brands](/list/automotive-brands)  2.5% [countries](/list/countries)  2.5% [celebrities](/list/celebrities)  2.5%

**Social topic influence**
[bitcoin](/topic/bitcoin) 10%, [$strf](/topic/$strf) 5%, [$strk](/topic/$strk) 5%, [mstr](/topic/mstr) 5%, [10](/topic/10) 2.5%, [$strd](/topic/$strd) 2.5%, [liquidity](/topic/liquidity) 2.5%, [strk](/topic/strk) 2.5%, [$strc](/topic/$strc) 2.5%, [all the](/topic/all-the) 2.5%

**Top accounts mentioned or mentioned by**
[@joshmandell6](/creator/undefined) [@microstrategy](/creator/undefined) [@dampedspring](/creator/undefined) [@dotkrueger](/creator/undefined) [@benwerkman](/creator/undefined) [@saylor](/creator/undefined) [@ericbalchunas](/creator/undefined) [@punterjeff](/creator/undefined) [@damiendamien](/creator/undefined) [@richardbyworth](/creator/undefined) [@fulltimebitcoin](/creator/undefined) [@hillerydan](/creator/undefined) [@tadtweets](/creator/undefined) [@nategeraci](/creator/undefined) [@joecarlasare](/creator/undefined) [@adrianrmorris](/creator/undefined) [@kaspacurrency](/creator/undefined) [@offshorehodl](/creator/undefined) [@danny85732](/creator/undefined) [@hodl20201](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [Grayscale BTC ETF (GBTC)](/topic/$gbtc) [AppLovin Corporation (APP)](/topic/applovin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@tadtweets @MicroStrategy Agreed - the low liquidity in all the non $STRC prefs are annoying. I understand it took a couple iterations to get to $STRC but I wish Strategy would just buy back $STRF $STRK and $STRD on the open market and concentrate on $STRC"  
[X Link](https://x.com/SwollFish/status/2022700752645374351)  2026-02-14T15:53Z [---] followers, [---] engagements


"@EricBalchunas Isn't there some long term hodl metric that says 70% hasn't moved in a year So only 30% of the float is available"  
[X Link](https://x.com/SwollFish/status/1768378323451703755)  2024-03-14T20:47Z [--] followers, [---] engagements


"@NateGeraci Maybe Grayscale is having regrets enabling competition in the BTC ETF arena and doesn't want a repeat in ETH"  
[X Link](https://x.com/SwollFish/status/1788004339044253703)  2024-05-08T00:33Z [---] followers, [---] engagements


"@JoeCarlasare Everyone buys BTC with an expectation that NGU. What's your rationale (i.e. model) for buying BTC Joe"  
[X Link](https://x.com/SwollFish/status/1811070305290359197)  2024-07-10T16:09Z [---] followers, [---] engagements


"@Adrian_R_Morris @KaspaCurrency @MicroStrategy Betamax was better than VHS"  
[X Link](https://x.com/SwollFish/status/1828862733955051847)  2024-08-28T18:30Z [---] followers, [--] engagements


"@PunterJeff @OffshoreHODL @Danny85732 @dotkrueger Sell covered calls to cover expense ratio decay. Sit on your hands as BTC increases relative to devaluing dollar"  
[X Link](https://x.com/SwollFish/status/1838654112709353901)  2024-09-24T18:57Z [---] followers, [--] engagements


"@BenWerkman Is there any other criteria Weird that $ROP got added last year but its historical market cap would suggest that it should have been added years ago"  
[X Link](https://x.com/SwollFish/status/1841776297665532285)  2024-10-03T09:44Z [---] followers, [--] engagements


"@JoshMandell6 @hodl20201 Don't the AP's eventually have to cover Doesn't it cost them to carry this "short" indefinitely if BTC price were to go up"  
[X Link](https://x.com/SwollFish/status/1845040500102791373)  2024-10-12T09:55Z [---] followers, [--] engagements


"@dotkrueger Would really like to see if SMLR can eventually replicate this. I tend to think that it will be very difficult to be a copycat (1st mover advantage for MSTR). BTW SMLR's [--] day vol is [--] (vs [--] of MSTR)"  
[X Link](https://x.com/SwollFish/status/1845771206206636044)  2024-10-14T10:18Z [---] followers, [--] engagements


"@btcjvs @BritishHodl BREAKING NEWS"  
[X Link](https://x.com/SwollFish/status/1853539214924611987)  2024-11-04T20:46Z [---] followers, [--] engagements


"@JoshMandell6 How would you do this Sell semi-deep ITM calls on MSTR and sell deep ITM puts on IBIT"  
[X Link](https://x.com/SwollFish/status/1858588624364990953)  2024-11-18T19:10Z [---] followers, [---] engagements


"@BenWerkman Looks like USDT is a good indictor for buys"  
[X Link](https://x.com/SwollFish/status/1861034314625945849)  2024-11-25T13:08Z [---] followers, [----] engagements


"@gvictor808 @JoshMandell6 @damiendamien @saylor I'm just going on the theory that ATM - Tether - BTC buys. The Tether printing lined up well with his last [--] buys and I don't see any new signifcant Tether printing since this weekend. So no significant Tether printing - no ATM the last couple of days"  
[X Link](https://x.com/SwollFish/status/1861776620484169927)  2024-11-27T14:18Z [---] followers, [--] engagements


"@dampedspring *IF* you believe that MSTR deserves a premium let's say x2 mNAV then selling shares (ATM or converts) to buy BTC is net accretive. He uses BTC yield to illustrate the % increase in BTC as he executes this strategy"  
[X Link](https://x.com/SwollFish/status/1861855760805757074)  2024-11-27T19:32Z [---] followers, [---] engagements


"@dampedspring This will result in a decrease in mNAV and as long as you believe that MSTR deserves a premium in mNAV (say 2) the expectation is that stock price will increase to reach mNAV of [--] and Saylor can rinse and repeat"  
[X Link](https://x.com/SwollFish/status/1861856306031714777)  2024-11-27T19:35Z [---] followers, [--] engagements


"@dampedspring Saylor also uses the BTC yield as a surrogate to traditional PE valuation. If your BTC yield is 10% and BTC price is increasing what's a fair multiple for this type of FASB based earnings growth"  
[X Link](https://x.com/SwollFish/status/1861856964382212428)  2024-11-27T19:37Z [---] followers, [--] engagements


"@TaylorK88114500 @MicroStrategy Seriously He exercised 20k shares in options and sold them"  
[X Link](https://x.com/SwollFish/status/1861867188589674661)  2024-11-27T20:18Z [---] followers, [---] engagements


"@JoshMandell6 Great "origins story" into MSTR. I too started out by buying $GBTC when it was at a discount. I am not selling yet due to taxes. I assume you are in a similar situation Any ideas on how to unwind Possiblity in-kind redemption to cold storage"  
[X Link](https://x.com/SwollFish/status/1862078903835038160)  2024-11-28T10:19Z [---] followers, [--] engagements


"@dampedspring It's all about the relative time frame. Lots of tailwind until at least June [----]. Short term volatility around QQQ announcement will be a blip"  
[X Link](https://x.com/SwollFish/status/1862100083187007549)  2024-11-28T11:43Z [---] followers, [---] engagements


"@RichardByworth @MicroStrategy @saylor I keep it simple. We're in a Bitcoin bullmarket right now. Valuation may look "high" to some people but it's forward looking and mNAV could go much higher. I am happy to hold MSTR at current prices"  
[X Link](https://x.com/SwollFish/status/1862828451054436799)  2024-11-30T11:58Z [---] followers, [---] engagements


"@penny_ether Agree with the risks you point out. However ALL BTC linked plays rely on BTC bull market continuing into [----] - MSTR as well as all the miners. To me that is the 1st order risk factor. Know that the party will eventually stop in [----] and decide if you want to try and time it"  
[X Link](https://x.com/SwollFish/status/1863181429636485264)  2024-12-01T11:20Z [---] followers, [--] engagements


"@HHorsley Buy write strategy on MSTR but not a rigid automated strategy (fixed DTE ATM or constant delta etc.). Exploits strike prices DTE and IV expansion and contraction of MSTR also potentially timing convertible bond issue volatility"  
[X Link](https://x.com/SwollFish/status/1864255107061129264)  2024-12-04T10:27Z [---] followers, [--] engagements


"@JoshMandell6 All fiat problems. Bitcoin fixes this"  
[X Link](https://x.com/SwollFish/status/1865025186447208784)  2024-12-06T13:27Z [---] followers, [--] engagements


"@Endorsen Your tweet sounds like a [--] year kid dreaming of being Batman. Except maybe you're a bit older now fantasizing about 1.0M Bitcoin overnight"  
[X Link](https://x.com/SwollFish/status/1865151199910973659)  2024-12-06T21:47Z [---] followers, [--] engagements


"@BenWerkman [--]. [-----] BTC. [--]. 384.99"  
[X Link](https://x.com/SwollFish/status/1866067993622466879)  2024-12-09T10:30Z [---] followers, [--] engagements


"@markwell_nick @FullTimeBitcoin @CleanSpark_Inc And buy back stock"  
[X Link](https://x.com/SwollFish/status/1867342597284671674)  2024-12-12T22:55Z [---] followers, [--] engagements


"@mstrcope @FullTimeBitcoin @JoshMandell6 Well current vol is still higher than average so I think he has room to supress vol - i.e. ATM. Vol was [--] mid-2024 before it spiked in Nov. Been coming down but is still 115"  
[X Link](https://x.com/SwollFish/status/1868676097141006727)  2024-12-16T15:14Z [---] followers, [---] engagements


"@RichardByworth @JoshMandell6 True - we're all talking like pundits arguing for/against tactics of a football game. I do find it interesting that the IV has basically collapsed since November making it difficult to sell converts. I wonder if the aggressive ATM will prove out to be long term detrimental"  
[X Link](https://x.com/SwollFish/status/1918396316201418926)  2025-05-02T20:04Z [---] followers, [---] engagements


"@jackhandey14 Bessent talking to Chinese trade rep in Switzerland"  
[X Link](https://x.com/SwollFish/status/1919882335488520319)  2025-05-06T22:29Z [---] followers, [---] engagements


"@RealJimChanos Bitcoin price goes up creates this virtuous cycle. Look out when we enter a bear market"  
[X Link](https://x.com/SwollFish/status/1935719909268353429)  2025-06-19T15:22Z [---] followers, [--] engagements


"@hillery_dan @JoshMandell6 Dan - look up "short box spread." You can get 4.5% borrow rate (even on Fidelity) to buy STRK or STRF"  
[X Link](https://x.com/SwollFish/status/1940696470409326690)  2025-07-03T08:57Z [---] followers, [---] engagements


"@hillery_dan Makes sense but implies credit spread hasn't decreased and almost all of the price appreciation in $STRK has been due common stock gains How do you see $STRK valuation versus $STRF"  
[X Link](https://x.com/SwollFish/status/1944499264903876960)  2025-07-13T20:48Z [---] followers, [---] engagements


"@mikewmunz I'm responding to you "tiny" vol comment. Some price gain from the IPO price but you know Strategy deliberately underpriced it to ensure successful IPO. It hasn't hit the [---] target price and yield will have to go up until Saylor can ATM it. Vol on STRK STRF even higher"  
[X Link](https://x.com/SwollFish/status/1962351977158828114)  2025-09-01T03:09Z [---] followers, [---] engagements


"@Matt51459838 @JoshMandell6 To be fair Saylor's thesis is BTC will grow faster than the cost of capital over the LT. Agreed that short term with BTC price decreasing and him IPOing preferreds below par it's been a losing battle. I'm more concerned about the lack of STRC demand keeping the price below par"  
[X Link](https://x.com/SwollFish/status/1964703589148012626)  2025-09-07T14:53Z [---] followers, [----] engagements


"@JoshMandell6 @damiendamien @saylor People have speculated that his buying happens through Tether. It lined up reasonably well the last [--] buys (including the last 5B). I don't see any significant Tether minting since the weekend"  
[X Link](https://x.com/SwollFish/status/1861773325690687808)  2024-11-27T14:05Z [---] followers, [--] engagements


"@EricBalchunas @LakeShowYo I'd aim lower - Shaq +250 basis points in free throw percentage"  
[X Link](https://x.com/SwollFish/status/1979651526655418778)  2025-10-18T20:51Z [---] followers, [--] engagements


"@AdamSch33035084 @jonthensuddenly @Strategy $STRE"  
[X Link](https://x.com/SwollFish/status/1990417399317705021)  2025-11-17T13:51Z [---] followers, [--] engagements


"@dotkrueger @sminston_with Yeah except 96% R-squared in log-log is so fat it's not meaningful. I mean the price could be between 50k and 400k and the power law would still be "valid.""  
[X Link](https://x.com/SwollFish/status/2018514865678401978)  2026-02-03T02:40Z [---] followers, [---] engagements


"@mark_dow Technically no - not if you bought GBTC before it converted to an ETF"  
[X Link](https://x.com/SwollFish/status/2019574055159099405)  2026-02-06T00:49Z [---] followers, [---] engagements


"AppLovin is replacing Dollar Tree in QQQ. Seems unexpected Thought the Nasdaq-100 announcements were later in the month. @werkman @PunterJeff"  
[X Link](https://x.com/SwollFish/status/1855392402489393349)  2024-11-09T23:29Z [---] followers, [---] engagements

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