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# ![@TheLongHold__ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1460547423986765828.png) @TheLongHold__ The Long Hold Investor

The Long Hold Investor posts on X about wise, $wisel, money, $krknf the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1460547423986765828/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460547423986765828/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXX +680%
- X Year XXXXXX +3,142%

### Mentions: XX [#](/creator/twitter::1460547423986765828/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460547423986765828/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +74%
- X Months XXX +450%
- X Year XXX +1,943%

### Followers: XXX [#](/creator/twitter::1460547423986765828/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460547423986765828/c:line/m:followers.svg)

- X Week XXX +5.50%
- X Month XXX +35%
- X Months XXX +244%
- X Year XXX +226%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1460547423986765828/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460547423986765828/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[wise](/topic/wise) #1000, [$wisel](/topic/$wisel) #3, [money](/topic/money) 12.5%, [$krknf](/topic/$krknf) 8.33%, [bank](/topic/bank) 8.33%, [the global](/topic/the-global) #290, [ai](/topic/ai) 8.33%, [$iren](/topic/$iren) #146, [$cifr](/topic/$cifr) #78, [cifr](/topic/cifr) #54

**Top accounts mentioned or mentioned by**
[@michaelnitzan](/creator/undefined) [@bourboncap](/creator/undefined) [@wise](/creator/undefined)

**Top assets mentioned**
[IREN Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Novo-Nordisk (NVO)](/topic/$nvo) [Morgan Stanley (MS)](/topic/morgan-stanley) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Metadium (META)](/topic/$meta) [Oracle Corporation (ORCL)](/topic/$orcl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis)
### Top Social Posts
Top posts by engagements in the last XX hours

"Is $RKLB a buy at these levels πŸš€ Neutron: πŸ’š Huge de-risking milestone just hit. The "Hungry Hippo" captive fairing has officially passed qualification testing and is en route to Wallops for integration. πŸ’š With the Archimedes engine hot-fire complete and flight hardware moving to the pad the 2026 launch target looks solid and realistic. πŸ’š Record revenue + proven execution + Neutron hardware reality. Wow. Dont sleep on this"  
[X Link](https://x.com/TheLongHold__/status/1998878082124390496)  2025-12-10T22:10Z XXX followers, XX engagements


"I agree with all other than $DUOL. Dont wanna be one of those people that just disagree and dont explain why though lol so heres why I think youre wrong on Duolingo. The "empty promises" take isnt taking the hard numbers into account: XX% revenue growth and XX% EBITDA margins are pretty undeniable. While the P/E looks high the stock actually looks undervalued when you factor in that growth its trading at a PEG ratio of just XXX which is a steal for a stock of this kind. Also the current price basically treats their expansion into Math and Music as free options. I view the price tag as paying"  
[X Link](https://x.com/TheLongHold__/status/1995012523431518261)  2025-11-30T06:10Z XXX followers, 1090 engagements


"Novo Nordisk $NVO There is 'Blood on the Tracks' for $NVO. πŸ©ΈπŸ“‰ But. Why the bottom could be in. The stock is down XX% YTD but to quote Bob Dylan "you don't need a weatherman to know which way the wind blows" and right now the wind is blowing towards a massive capitulation buy. Heres why Im buying the blood at $45: small thread πŸ§΅πŸ‘‡πŸ»"  
[X Link](https://x.com/TheLongHold__/status/1995055051815989668)  2025-11-30T08:59Z XXX followers, XXX engagements


"@BourbonCap Kraken Robotics $KRKNF"  
[X Link](https://x.com/TheLongHold__/status/1995953842723455430)  2025-12-02T20:30Z XXX followers, 1432 engagements


"The Moat - Why you can't clone this: Wise has 65+ direct connections to local payment systems. They are the rails. Time to build: XX years. Difficulty: This isn't just software. To replicate this you need regulatory licenses compliance teams and banking relationships in 160+ countries. Reality: Even with infinite capital a competitor would need a decade of regulatory groundwork just to catch up to where Wise is today"  
[X Link](https://x.com/TheLongHold__/status/1998352412566802837)  2025-12-09T11:21Z XXX followers, XX engagements


"The Shift Banks and fintechs are realizing its cheaper to rent Wises rails than upgrade their own legacy wire systems. They are embedding Wise Platform directly. Already on board: Banks: Morgan Stanley Standard Chartered Shinhan Bank. Fintech: Monzo Google Pay Interactive Brokers Brex Ramp. Wise gets the volume. The partners handle the customer acquisition"  
[X Link](https://x.com/TheLongHold__/status/1998352414504554794)  2025-12-09T11:21Z XXX followers, XX engagements


"Wise $WISE.L"  
[X Link](https://x.com/TheLongHold__/status/1998356189344604366)  2025-12-09T11:36Z XXX followers, XX engagements


"@MichaelNitzan Spot on Michael. Thanks for the correction Updated numbers: X Direct Connections 90+ Integrations and 70+ Licenses. A beast of a network regardless. lol"  
[X Link](https://x.com/TheLongHold__/status/1998862740413362611)  2025-12-10T21:09Z XXX followers, XX engagements


"Wise $WISE.L The $XX Trillion Infrastructure Play You're Missing"  
[X Link](https://x.com/TheLongHold__/status/1998385927572365645)  2025-12-09T13:35Z XXX followers, XX engagements


"Wise $WISE.L The Opportunity: The global B2B cross-border payment market is a staggeringly large $XXXX Trillion today and projected to hit $XX Trillion by 2032. Wise currently captures less than XXX% of this. The runway is massive. The Engine: Wise Platform This is where the explosive growth happens. Banks are realizing its cheaper to rent Wise's network than to rebuild their own legacy systems. Here is the speculative growth trajectory based on analyst models: Platform Volume: Projected to climb from 6bn (FY25) to a staggering 163bn (FY30). That's a XX% CAGR. Revenue Potential: If this"  
[X Link](https://x.com/TheLongHold__/status/1998387240754418114)  2025-12-09T13:40Z XXX followers, XX engagements


"@Wise $WISE.L Probably the moment just prior to leaving to go on holiday to Florida and I seen the lack of conversion fees when I converted my GBP to USD through my Wise account πŸ’ͺ🏻"  
[X Link](https://x.com/TheLongHold__/status/1998726135006273551)  2025-12-10T12:06Z XXX followers, XXX engagements


"Rubrik Inc. $RBRK They just delivered a monster Q3 beat. The pivot to profitability is here. πŸš€ πŸ’š Revenue: $350M (+48% YoY) πŸ’š Sub ARR: $1.35B (+34%) πŸ’š EPS: $XXXX (First non-GAAP profit vs. -$0.17 est) πŸ’š Free Cash Flow: $77M (up from $16M) With "Cyber Resilience" becoming critical infrastructure and AI adoption accelerating Rubrik is firing on all cylinders. Long"  
[X Link](https://x.com/TheLongHold__/status/1998740485179855053)  2025-12-10T13:04Z XXX followers, XXX engagements


"Wise $WISE.L Been digging deep into Wise lately and I really like my findings. Ive held the stock for a while now and the more I dig the more my conviction just gets stronger. Ignore the short-term downtrend. πŸ“‰ The real story with Wise is the massive unbreakable defensive moat they are building around their business. 🏰 Here is why banks and new fintechs cant easily cross it: Maybe think of sending money internationally like shipping a package. πŸ“¦ The Old Way (Banks): Banks use SWIFT. The best way I can describe the process would be; Its like handing your package to Courier A who hands it to"  
[X Link](https://x.com/TheLongHold__/status/1996331220754387069)  2025-12-03T21:30Z XXX followers, XXX engagements


"The Wise Way (The Moat): Wise spent XX years building its own private cargo jet network. ✈ They don't use the relay couriers. They fly your money directly into the local banking system of the destination country. The result: XX% of transfers are instant (under XX seconds) and dirt cheap. ⚑ So why is this moat hard to cross I hear you ask The Regulatory Nightmare: To "land their jets" (so to speak) in 160+ countries Wise had to secure over XX difficult government licenses. Replicating this takes masses amounts of money an army of lawyers and a decade of patience. Most competitors give up"  
[X Link](https://x.com/TheLongHold__/status/1996331222960587050)  2025-12-03T21:30Z XXX followers, XX engagements


"$WISE.L Its a bit like the "Amazon" Price Trap: Wise uses its scale to relentlessly lower prices. They are happy to make pennies per transaction to grow volume. If a bank tries to match Wises speed and price today they would bleed cash on every single transfer. Wise isn't just a cute travel app anymore. It is becoming the premier global utility pipe for moving money. 🌎 The bigger they get the deeper the moat gets I really like this company and Im extremely bullish on the long game"  
[X Link](https://x.com/TheLongHold__/status/1996331224692912440)  2025-12-03T21:30Z XXX followers, XX engagements


"Today I bought more: $IREN $KRKNF $WISE.L $BZAI $CIFR $META"  
[X Link](https://x.com/TheLongHold__/status/1998117575884988924)  2025-12-08T19:48Z XXX followers, XXX engagements


"Wise $WISE.L I feel this is one thats being overlooked. While the market was distracted by their consumer app Wise has spent XX years building a proprietary correspondent banking network to bypass SWIFT. Now they are pivoting to infrastructure and the moat is nearly impossible to cross Small thread πŸ§΅πŸ‘‡πŸ»"  
[X Link](https://x.com/TheLongHold__/status/1998352409752441249)  2025-12-09T11:21Z XXX followers, XXX engagements


"Forget the travel card. That was the Trojan Horse. $WISE.L is quietly building the financial rails for the next decade. They are becoming the AWS of Money. The Opportunity: The global B2B cross-border payment market is a staggeringly large $XXXX Trillion today and projected to hit $XX Trillion by 2032. Wise currently captures less than XXX% of this. The runway is massive. The Engine: Wise Platform This is where the explosive growth happens. Banks are realizing its cheaper to rent Wise's network than to rebuild their own legacy systems. Here is the speculative growth trajectory based on"  
[X Link](https://x.com/TheLongHold__/status/1998385930013487258)  2025-12-09T13:35Z XXX followers, XX engagements


"My data centre plays in my portfolio seen a little red yesterday. $IREN $CIFR $NBIS and $WYFI The culprit $ORCL. Oracle spooked the market yesterday. They announced massive spending to build AI infrastructure and it would appear that Wall Street and investors panicked over the cost. That fear dragged down every data center play in sympathy. But here is the honest truth: Oracle isn't burning billions for fun. They are doing it because demand is screaming and there literally isn't enough capacity to meet it. Short term pain Yes. Long term If you own the power I think youll win in the end"  
[X Link](https://x.com/TheLongHold__/status/1999064861834137733)  2025-12-11T10:32Z XXX 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.]

@TheLongHold__ Avatar @TheLongHold__ The Long Hold Investor

The Long Hold Investor posts on X about wise, $wisel, money, $krknf the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX -XX%
  • X Months XXXXXX +680%
  • X Year XXXXXX +3,142%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XX +74%
  • X Months XXX +450%
  • X Year XXX +1,943%

Followers: XXX #

Followers Line Chart

  • X Week XXX +5.50%
  • X Month XXX +35%
  • X Months XXX +244%
  • X Year XXX +226%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% currencies XXXX%

Social topic influence wise #1000, $wisel #3, money 12.5%, $krknf 8.33%, bank 8.33%, the global #290, ai 8.33%, $iren #146, $cifr #78, cifr #54

Top accounts mentioned or mentioned by @michaelnitzan @bourboncap @wise

Top assets mentioned IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Rocket Lab USA, Inc. Common Stock (RKLB) Duolingo, Inc. Class A Common Stock (DUOL) Novo-Nordisk (NVO) Morgan Stanley (MS) Alphabet Inc Class A (GOOGL) Rubrik, Inc. (RBRK) Metadium (META) Oracle Corporation (ORCL) Nebius Group N.V. Class A Ordinary Shares (NBIS)

Top Social Posts

Top posts by engagements in the last XX hours

"Is $RKLB a buy at these levels πŸš€ Neutron: πŸ’š Huge de-risking milestone just hit. The "Hungry Hippo" captive fairing has officially passed qualification testing and is en route to Wallops for integration. πŸ’š With the Archimedes engine hot-fire complete and flight hardware moving to the pad the 2026 launch target looks solid and realistic. πŸ’š Record revenue + proven execution + Neutron hardware reality. Wow. Dont sleep on this"
X Link 2025-12-10T22:10Z XXX followers, XX engagements

"I agree with all other than $DUOL. Dont wanna be one of those people that just disagree and dont explain why though lol so heres why I think youre wrong on Duolingo. The "empty promises" take isnt taking the hard numbers into account: XX% revenue growth and XX% EBITDA margins are pretty undeniable. While the P/E looks high the stock actually looks undervalued when you factor in that growth its trading at a PEG ratio of just XXX which is a steal for a stock of this kind. Also the current price basically treats their expansion into Math and Music as free options. I view the price tag as paying"
X Link 2025-11-30T06:10Z XXX followers, 1090 engagements

"Novo Nordisk $NVO There is 'Blood on the Tracks' for $NVO. πŸ©ΈπŸ“‰ But. Why the bottom could be in. The stock is down XX% YTD but to quote Bob Dylan "you don't need a weatherman to know which way the wind blows" and right now the wind is blowing towards a massive capitulation buy. Heres why Im buying the blood at $45: small thread πŸ§΅πŸ‘‡πŸ»"
X Link 2025-11-30T08:59Z XXX followers, XXX engagements

"@BourbonCap Kraken Robotics $KRKNF"
X Link 2025-12-02T20:30Z XXX followers, 1432 engagements

"The Moat - Why you can't clone this: Wise has 65+ direct connections to local payment systems. They are the rails. Time to build: XX years. Difficulty: This isn't just software. To replicate this you need regulatory licenses compliance teams and banking relationships in 160+ countries. Reality: Even with infinite capital a competitor would need a decade of regulatory groundwork just to catch up to where Wise is today"
X Link 2025-12-09T11:21Z XXX followers, XX engagements

"The Shift Banks and fintechs are realizing its cheaper to rent Wises rails than upgrade their own legacy wire systems. They are embedding Wise Platform directly. Already on board: Banks: Morgan Stanley Standard Chartered Shinhan Bank. Fintech: Monzo Google Pay Interactive Brokers Brex Ramp. Wise gets the volume. The partners handle the customer acquisition"
X Link 2025-12-09T11:21Z XXX followers, XX engagements

"Wise $WISE.L"
X Link 2025-12-09T11:36Z XXX followers, XX engagements

"@MichaelNitzan Spot on Michael. Thanks for the correction Updated numbers: X Direct Connections 90+ Integrations and 70+ Licenses. A beast of a network regardless. lol"
X Link 2025-12-10T21:09Z XXX followers, XX engagements

"Wise $WISE.L The $XX Trillion Infrastructure Play You're Missing"
X Link 2025-12-09T13:35Z XXX followers, XX engagements

"Wise $WISE.L The Opportunity: The global B2B cross-border payment market is a staggeringly large $XXXX Trillion today and projected to hit $XX Trillion by 2032. Wise currently captures less than XXX% of this. The runway is massive. The Engine: Wise Platform This is where the explosive growth happens. Banks are realizing its cheaper to rent Wise's network than to rebuild their own legacy systems. Here is the speculative growth trajectory based on analyst models: Platform Volume: Projected to climb from 6bn (FY25) to a staggering 163bn (FY30). That's a XX% CAGR. Revenue Potential: If this"
X Link 2025-12-09T13:40Z XXX followers, XX engagements

"@Wise $WISE.L Probably the moment just prior to leaving to go on holiday to Florida and I seen the lack of conversion fees when I converted my GBP to USD through my Wise account πŸ’ͺ🏻"
X Link 2025-12-10T12:06Z XXX followers, XXX engagements

"Rubrik Inc. $RBRK They just delivered a monster Q3 beat. The pivot to profitability is here. πŸš€ πŸ’š Revenue: $350M (+48% YoY) πŸ’š Sub ARR: $1.35B (+34%) πŸ’š EPS: $XXXX (First non-GAAP profit vs. -$0.17 est) πŸ’š Free Cash Flow: $77M (up from $16M) With "Cyber Resilience" becoming critical infrastructure and AI adoption accelerating Rubrik is firing on all cylinders. Long"
X Link 2025-12-10T13:04Z XXX followers, XXX engagements

"Wise $WISE.L Been digging deep into Wise lately and I really like my findings. Ive held the stock for a while now and the more I dig the more my conviction just gets stronger. Ignore the short-term downtrend. πŸ“‰ The real story with Wise is the massive unbreakable defensive moat they are building around their business. 🏰 Here is why banks and new fintechs cant easily cross it: Maybe think of sending money internationally like shipping a package. πŸ“¦ The Old Way (Banks): Banks use SWIFT. The best way I can describe the process would be; Its like handing your package to Courier A who hands it to"
X Link 2025-12-03T21:30Z XXX followers, XXX engagements

"The Wise Way (The Moat): Wise spent XX years building its own private cargo jet network. ✈ They don't use the relay couriers. They fly your money directly into the local banking system of the destination country. The result: XX% of transfers are instant (under XX seconds) and dirt cheap. ⚑ So why is this moat hard to cross I hear you ask The Regulatory Nightmare: To "land their jets" (so to speak) in 160+ countries Wise had to secure over XX difficult government licenses. Replicating this takes masses amounts of money an army of lawyers and a decade of patience. Most competitors give up"
X Link 2025-12-03T21:30Z XXX followers, XX engagements

"$WISE.L Its a bit like the "Amazon" Price Trap: Wise uses its scale to relentlessly lower prices. They are happy to make pennies per transaction to grow volume. If a bank tries to match Wises speed and price today they would bleed cash on every single transfer. Wise isn't just a cute travel app anymore. It is becoming the premier global utility pipe for moving money. 🌎 The bigger they get the deeper the moat gets I really like this company and Im extremely bullish on the long game"
X Link 2025-12-03T21:30Z XXX followers, XX engagements

"Today I bought more: $IREN $KRKNF $WISE.L $BZAI $CIFR $META"
X Link 2025-12-08T19:48Z XXX followers, XXX engagements

"Wise $WISE.L I feel this is one thats being overlooked. While the market was distracted by their consumer app Wise has spent XX years building a proprietary correspondent banking network to bypass SWIFT. Now they are pivoting to infrastructure and the moat is nearly impossible to cross Small thread πŸ§΅πŸ‘‡πŸ»"
X Link 2025-12-09T11:21Z XXX followers, XXX engagements

"Forget the travel card. That was the Trojan Horse. $WISE.L is quietly building the financial rails for the next decade. They are becoming the AWS of Money. The Opportunity: The global B2B cross-border payment market is a staggeringly large $XXXX Trillion today and projected to hit $XX Trillion by 2032. Wise currently captures less than XXX% of this. The runway is massive. The Engine: Wise Platform This is where the explosive growth happens. Banks are realizing its cheaper to rent Wise's network than to rebuild their own legacy systems. Here is the speculative growth trajectory based on"
X Link 2025-12-09T13:35Z XXX followers, XX engagements

"My data centre plays in my portfolio seen a little red yesterday. $IREN $CIFR $NBIS and $WYFI The culprit $ORCL. Oracle spooked the market yesterday. They announced massive spending to build AI infrastructure and it would appear that Wall Street and investors panicked over the cost. That fear dragged down every data center play in sympathy. But here is the honest truth: Oracle isn't burning billions for fun. They are doing it because demand is screaming and there literally isn't enough capacity to meet it. Short term pain Yes. Long term If you own the power I think youll win in the end"
X Link 2025-12-11T10:32Z XXX followers, XXX engagements

@TheLongHold__
/creator/twitter::TheLongHold__