[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.] #  @ToTheMadMax M🅰️X M🅰️X posts on X about $asst, $smlr, bitcoin, $500m the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::587131221/interactions)  - X Week XXXXXX +295% - X Month XXXXXX +612% - X Months XXXXXX +30% - X Year XXXXXXX +21% ### Mentions: XX [#](/creator/twitter::587131221/posts_active)  ### Followers: XXXXX [#](/creator/twitter::587131221/followers)  - X Week XXXXX +2.70% - X Month XXXXX +6.50% - X Months XXXXX +20% - X Year XXXXX +39% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::587131221/influencer_rank)  ### Social Influence [#](/creator/twitter::587131221/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [countries](/list/countries) XXXX% **Social topic influence** [$asst](/topic/$asst) #91, [$smlr](/topic/$smlr) #38, [bitcoin](/topic/bitcoin) 6.06%, [$500m](/topic/$500m) #143, [unlock](/topic/unlock) 4.55%, [asset management](/topic/asset-management) 3.03%, [$naka](/topic/$naka) #91, [money](/topic/money) 3.03%, [clo](/topic/clo) 1.52%, [whats going](/topic/whats-going) XXXX% **Top accounts mentioned or mentioned by** [@benphiat](/creator/undefined) [@jeffgoldsmith23](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@hermeslux](/creator/undefined) [@mtgvin](/creator/undefined) [@spacanpanman](/creator/undefined) [@grok](/creator/undefined) [@asxihl](/creator/undefined) [@renegadofrito](/creator/undefined) [@redrum2001](/creator/undefined) [@mcspacface](/creator/undefined) [@ckcryptoklepto](/creator/undefined) [@colemacro](/creator/undefined) [@whiskey0286](/creator/undefined) [@joeyr20](/creator/undefined) [@mutualfundtrade](/creator/undefined) [@alleckc7](/creator/undefined) [@astspacemobile](/creator/undefined) [@bobbibillard](/creator/undefined) [@imuni4fun](/creator/undefined) **Top assets mentioned** [Strive, Inc. (ASST)](/topic/$asst) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Bitcoin (BTC)](/topic/bitcoin) [Nakamoto Games (NAKA)](/topic/$naka) ### Top Social Posts [#](/creator/twitter::587131221/posts) --- Top posts by engagements in the last XX hours "Theres no reason to even engage with you further. From what youre saying you continue to have no clue what Im saying and how they work. I worked at one of the largest CLO managers in the world for XX years. I continue to work in asset management but not credit right now. And your experience Read this primer a couple times then come back and well talk. Theres several more just like it I grabbed the first one that came up" [X Link](https://x.com/ToTheMadMax/status/1977463911122137091) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-12T19:58Z 1206 followers, XX engagements "$ASST Ben wrote a book explaining market dynamics of BTCTCs and ASST specifically which all ASST and prospective ASST investors should read. Well worth the 10-15 minutes to understand whats going on and might happen next" [X Link](https://x.com/ToTheMadMax/status/1977696045711679803) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-13T11:20Z 1209 followers, 1290 engagements "@CK_Cryptoklepto Yeah initial talks 9/8. Final agreement 9/22. Pgs126-131 of the S-4 has the full blow by blow with valuations ranging from 10ish shares to XXXX shares w/ final pegged at XXXXX $ASST. LionTree Advisors whatever their experience seemed to advise $SMLR" [X Link](https://x.com/ToTheMadMax/status/1977780090978066771) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-13T16:54Z 1211 followers, XXX engagements "$ASST Once the dust settles from the PIPE unlock (next week) and the $SMLR merger (whenever that closes) reminder that Strive will have open both a $450m ATM to issue shares (which they may have been using in the past several weeks) and a $500m share repurchase program to buyback shares if they get too low (which they probably have NOT been using yet). Lots of optionality to manage cash vs share price and Bitcoin holdings. Getting much closer to the $XXXX PIPE price now" [X Link](https://x.com/ToTheMadMax/status/1976697111853900156) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-10T17:11Z 1214 followers, 1550 engagements "$ASST Yes the value is the Bitcoin of which they'll have 10900 Bitcoin over about 1bn shares or an mNAV in the low $1s. I don't know the exact share count but this is back of the envelope estimate post Semler merger. Plus they have $2bn AUM in their ETF asset management business and will have $SMLR Semler's diagnostics business. The primary value is in the bitcoin though. So it's at or just below mNAV now which is much safer than when it was trading ridiculously higher than mNAV in the recent past. Buying it now is really a bet on the direction of Bitcoin" [X Link](https://x.com/ToTheMadMax/status/1976755430656487661) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-10T21:03Z 1210 followers, XXX engagements "@CK_Cryptoklepto I think $SMLR is pricing $ASST more correctly actually. Last week it was pricing ASST around 1.3's this week XXX. That's around mNAV while ASST itself overshot because of the PIPE unlock dynamics. Should trend back up to 1.2-1.3s that SMLR has pegged it at imho" [X Link](https://x.com/ToTheMadMax/status/1977776388930208043) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-13T16:40Z 1210 followers, XXX engagements "@ColeMacro Matt/Ben it would be prudent to put out an $ASST 8-K reiterating the buyback plan and criteria for use rather than hoping for a Bitcoin rally to save the stock. Much more beneficial to put a floor under the stock that investors can build on" [X Link](https://x.com/ToTheMadMax/status/1977718843293180030) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-13T12:51Z 1209 followers, 1352 engagements "@Whiskey0286 @jeffgoldsmith23 @HermesLux Yes $ASST also has this at their disposal to support price (at whatever level they decide to use it which would be helpful to tell the market)" [X Link](https://x.com/ToTheMadMax/status/1978487518614937750) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-15T15:45Z 1212 followers, XXX engagements "@BenPhiat If yes an $ASST 8-K Monday morning reiterating the existence of the buyback plan and criteria for using it would likely go VERY far in supporting the price now that the PIPE unlock has come and provide comfort to investors to finally come back in en masse. *Hint hint*" [X Link](https://x.com/ToTheMadMax/status/1977385501582639190) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-12T14:46Z 1209 followers, 1945 engagements "Yet you have an unused mechanism to converge value and sentiment for ASST in particular but refuse to use it. Too afraid to sell a few BTC to support the stock price Selling at XXXX (and up to X with ATM) and buying back at XXX seems reasonably accretive to me. With an 8-K reiterating the $500m buyback plan and criteria for using may even put in a floor under the stock without having to use it at all. But what do I know Just a couple decades in finance and over a decade in the boardroom. 🤷♂" [X Link](https://x.com/ToTheMadMax/status/1977931453603176588) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-14T02:56Z 1212 followers, XXX engagements "@dotkrueger Where do you see 234.8m shares On 15142195 SMLR shares it'd be 318743205 On 17296094 fully diluted it'd be 364082779 SMLR holds 5048 BTC" [X Link](https://x.com/ToTheMadMax/status/1977841727605223903) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-13T20:59Z 1210 followers, XXX engagements "@Mutualfundtrade 10934 bitcoin to be exact on that at least.5886 at $ASST and 5048 from $SMLR merger once it closes" [X Link](https://x.com/ToTheMadMax/status/1976756514754117667) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-10T21:07Z 1208 followers, XXX engagements "@ryQuant True a simple 8-K on massive buyback plan and criteria for using would have created a floor. Instead they choose to allow the stock to crater below mNAV. Poor management skills by inexperienced 31yo CFO. Whatever.I'm selling $ASST puts today netting me in at $0.75/share. 🤷♂" [X Link](https://x.com/ToTheMadMax/status/1977755624541765730) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-13T15:17Z 1213 followers, 1721 engagements "@thepowerfulHRV Perhaps but with a $5bn ATM open at $NAKA who'd want to buy when the company will be happy to dilute you to hell. At least $ASST has a $500m buyback plan as a lever to support the price. The question is when they will use it which I'd like clarification @BenPhiat @ColeMacro" [X Link](https://x.com/ToTheMadMax/status/1977782446511784067) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-13T17:04Z 1210 followers, 1666 engagements "Delisted - no can reverse split to maintain compliance. Filing for bankruptcy - no not with $650m+ of bitcoin and very little liabilities. I don't think you know what you're talking about here. Could they go nowhere as dead money for years and stay at some limited discount mNAV. Sure but they're not going to zero/bankruptcy any time soon. At some discount to the BTC price there will always be buyers happy to buy for the BTC liquidation value at some discount" [X Link](https://x.com/ToTheMadMax/status/1978486518260871653) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-15T15:41Z 1212 followers, XXX engagements "@jeffgoldsmith23 @HermesLux The only nonsense is saying they're going bankrupt and to zero. I'm not arguing they could be terrible investments. They very well could be as dead money for years. But saying zero and bankruptcy is disingenuous especially for someone who has XX years in capital markets" [X Link](https://x.com/ToTheMadMax/status/1978490332703494171) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-15T15:57Z 1212 followers, XX engagements "@renegadofrito @AngryBuhda @PortfolioX10 @DavidFBailey There are NOT 1.8bn shares outstanding. Traditional warrants are not funded. In the ASST/SMLR merger docs they have a proforma income statement and balance sheet. That should be the starting point to answer your question" [X Link](https://x.com/ToTheMadMax/status/1977480591147684282) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-12T21:04Z 1205 followers, XX engagements "@imuni4fun @lawse @themetalsco @NOAA So USA subsidiary but parent company is Canada no" [X Link](https://x.com/ToTheMadMax/status/1977002326071427520) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-11T13:24Z 1208 followers, XX engagements "@jeffgoldsmith23 @HermesLux Great you just showed XX examples that prove nothing. Very illiquid hard to sell assets heavy debt loads sustained losses. Not assets they could sell in less than a minute like BTC. How about a relevant example no" [X Link](https://x.com/ToTheMadMax/status/1978495967549686202) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-15T16:19Z 1212 followers, XX engagements "@jeffgoldsmith23 @HermesLux Kind of irresponsible to say when they have 5765 BTC $NAKA and 5886 BTC $ASST. No way they go to zero unless BTC goes to zero which obviously isn't happening" [X Link](https://x.com/ToTheMadMax/status/1978483120102904268) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-15T15:28Z 1212 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.]
@ToTheMadMax M🅰️X
M🅰️X posts on X about $asst, $smlr, bitcoin, $500m the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +295%
- X Month XXXXXX +612%
- X Months XXXXXX +30%
- X Year XXXXXXX +21%
Mentions: XX #
Followers: XXXXX #
- X Week XXXXX +2.70%
- X Month XXXXX +6.50%
- X Months XXXXX +20%
- X Year XXXXX +39%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX% countries XXXX%
Social topic influence $asst #91, $smlr #38, bitcoin 6.06%, $500m #143, unlock 4.55%, asset management 3.03%, $naka #91, money 3.03%, clo 1.52%, whats going XXXX%
Top accounts mentioned or mentioned by @benphiat @jeffgoldsmith23 @stocktalkweekly @hermeslux @mtgvin @spacanpanman @grok @asxihl @renegadofrito @redrum2001 @mcspacface @ckcryptoklepto @colemacro @whiskey0286 @joeyr20 @mutualfundtrade @alleckc7 @astspacemobile @bobbibillard @imuni4fun
Top assets mentioned Strive, Inc. (ASST) Semler Scientific, Inc. (SMLR) Bitcoin (BTC) Nakamoto Games (NAKA)
Top Social Posts #
Top posts by engagements in the last XX hours
"Theres no reason to even engage with you further. From what youre saying you continue to have no clue what Im saying and how they work. I worked at one of the largest CLO managers in the world for XX years. I continue to work in asset management but not credit right now. And your experience Read this primer a couple times then come back and well talk. Theres several more just like it I grabbed the first one that came up"
X Link @ToTheMadMax 2025-10-12T19:58Z 1206 followers, XX engagements
"$ASST Ben wrote a book explaining market dynamics of BTCTCs and ASST specifically which all ASST and prospective ASST investors should read. Well worth the 10-15 minutes to understand whats going on and might happen next"
X Link @ToTheMadMax 2025-10-13T11:20Z 1209 followers, 1290 engagements
"@CK_Cryptoklepto Yeah initial talks 9/8. Final agreement 9/22. Pgs126-131 of the S-4 has the full blow by blow with valuations ranging from 10ish shares to XXXX shares w/ final pegged at XXXXX $ASST. LionTree Advisors whatever their experience seemed to advise $SMLR"
X Link @ToTheMadMax 2025-10-13T16:54Z 1211 followers, XXX engagements
"$ASST Once the dust settles from the PIPE unlock (next week) and the $SMLR merger (whenever that closes) reminder that Strive will have open both a $450m ATM to issue shares (which they may have been using in the past several weeks) and a $500m share repurchase program to buyback shares if they get too low (which they probably have NOT been using yet). Lots of optionality to manage cash vs share price and Bitcoin holdings. Getting much closer to the $XXXX PIPE price now"
X Link @ToTheMadMax 2025-10-10T17:11Z 1214 followers, 1550 engagements
"$ASST Yes the value is the Bitcoin of which they'll have 10900 Bitcoin over about 1bn shares or an mNAV in the low $1s. I don't know the exact share count but this is back of the envelope estimate post Semler merger. Plus they have $2bn AUM in their ETF asset management business and will have $SMLR Semler's diagnostics business. The primary value is in the bitcoin though. So it's at or just below mNAV now which is much safer than when it was trading ridiculously higher than mNAV in the recent past. Buying it now is really a bet on the direction of Bitcoin"
X Link @ToTheMadMax 2025-10-10T21:03Z 1210 followers, XXX engagements
"@CK_Cryptoklepto I think $SMLR is pricing $ASST more correctly actually. Last week it was pricing ASST around 1.3's this week XXX. That's around mNAV while ASST itself overshot because of the PIPE unlock dynamics. Should trend back up to 1.2-1.3s that SMLR has pegged it at imho"
X Link @ToTheMadMax 2025-10-13T16:40Z 1210 followers, XXX engagements
"@ColeMacro Matt/Ben it would be prudent to put out an $ASST 8-K reiterating the buyback plan and criteria for use rather than hoping for a Bitcoin rally to save the stock. Much more beneficial to put a floor under the stock that investors can build on"
X Link @ToTheMadMax 2025-10-13T12:51Z 1209 followers, 1352 engagements
"@Whiskey0286 @jeffgoldsmith23 @HermesLux Yes $ASST also has this at their disposal to support price (at whatever level they decide to use it which would be helpful to tell the market)"
X Link @ToTheMadMax 2025-10-15T15:45Z 1212 followers, XXX engagements
"@BenPhiat If yes an $ASST 8-K Monday morning reiterating the existence of the buyback plan and criteria for using it would likely go VERY far in supporting the price now that the PIPE unlock has come and provide comfort to investors to finally come back in en masse. Hint hint"
X Link @ToTheMadMax 2025-10-12T14:46Z 1209 followers, 1945 engagements
"Yet you have an unused mechanism to converge value and sentiment for ASST in particular but refuse to use it. Too afraid to sell a few BTC to support the stock price Selling at XXXX (and up to X with ATM) and buying back at XXX seems reasonably accretive to me. With an 8-K reiterating the $500m buyback plan and criteria for using may even put in a floor under the stock without having to use it at all. But what do I know Just a couple decades in finance and over a decade in the boardroom. 🤷♂"
X Link @ToTheMadMax 2025-10-14T02:56Z 1212 followers, XXX engagements
"@dotkrueger Where do you see 234.8m shares On 15142195 SMLR shares it'd be 318743205 On 17296094 fully diluted it'd be 364082779 SMLR holds 5048 BTC"
X Link @ToTheMadMax 2025-10-13T20:59Z 1210 followers, XXX engagements
"@Mutualfundtrade 10934 bitcoin to be exact on that at least.5886 at $ASST and 5048 from $SMLR merger once it closes"
X Link @ToTheMadMax 2025-10-10T21:07Z 1208 followers, XXX engagements
"@ryQuant True a simple 8-K on massive buyback plan and criteria for using would have created a floor. Instead they choose to allow the stock to crater below mNAV. Poor management skills by inexperienced 31yo CFO. Whatever.I'm selling $ASST puts today netting me in at $0.75/share. 🤷♂"
X Link @ToTheMadMax 2025-10-13T15:17Z 1213 followers, 1721 engagements
"@thepowerfulHRV Perhaps but with a $5bn ATM open at $NAKA who'd want to buy when the company will be happy to dilute you to hell. At least $ASST has a $500m buyback plan as a lever to support the price. The question is when they will use it which I'd like clarification @BenPhiat @ColeMacro"
X Link @ToTheMadMax 2025-10-13T17:04Z 1210 followers, 1666 engagements
"Delisted - no can reverse split to maintain compliance. Filing for bankruptcy - no not with $650m+ of bitcoin and very little liabilities. I don't think you know what you're talking about here. Could they go nowhere as dead money for years and stay at some limited discount mNAV. Sure but they're not going to zero/bankruptcy any time soon. At some discount to the BTC price there will always be buyers happy to buy for the BTC liquidation value at some discount"
X Link @ToTheMadMax 2025-10-15T15:41Z 1212 followers, XXX engagements
"@jeffgoldsmith23 @HermesLux The only nonsense is saying they're going bankrupt and to zero. I'm not arguing they could be terrible investments. They very well could be as dead money for years. But saying zero and bankruptcy is disingenuous especially for someone who has XX years in capital markets"
X Link @ToTheMadMax 2025-10-15T15:57Z 1212 followers, XX engagements
"@renegadofrito @AngryBuhda @PortfolioX10 @DavidFBailey There are NOT 1.8bn shares outstanding. Traditional warrants are not funded. In the ASST/SMLR merger docs they have a proforma income statement and balance sheet. That should be the starting point to answer your question"
X Link @ToTheMadMax 2025-10-12T21:04Z 1205 followers, XX engagements
"@imuni4fun @lawse @themetalsco @NOAA So USA subsidiary but parent company is Canada no"
X Link @ToTheMadMax 2025-10-11T13:24Z 1208 followers, XX engagements
"@jeffgoldsmith23 @HermesLux Great you just showed XX examples that prove nothing. Very illiquid hard to sell assets heavy debt loads sustained losses. Not assets they could sell in less than a minute like BTC. How about a relevant example no"
X Link @ToTheMadMax 2025-10-15T16:19Z 1212 followers, XX engagements
"@jeffgoldsmith23 @HermesLux Kind of irresponsible to say when they have 5765 BTC $NAKA and 5886 BTC $ASST. No way they go to zero unless BTC goes to zero which obviously isn't happening"
X Link @ToTheMadMax 2025-10-15T15:28Z 1212 followers, XXX engagements