[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.] #  @WaterboyWalton Waterboy Walton Waterboy Walton posts on X about $btc, $asst, $mstr, $smlr the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1953955065737170944/interactions)  - X Week XXXXX +421% ### Mentions: X [#](/creator/twitter::1953955065737170944/posts_active)  - X Week XX +117% ### Followers: XX [#](/creator/twitter::1953955065737170944/followers)  - X Week XX +23% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1953955065737170944/influencer_rank)  ### Social Influence [#](/creator/twitter::1953955065737170944/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [stocks](/list/stocks) **Social topic influence** [$btc](/topic/$btc), [$asst](/topic/$asst) #59, [$mstr](/topic/$mstr), [$smlr](/topic/$smlr), [$1m](/topic/$1m), [$mtplf](/topic/$mtplf), [1m](/topic/1m), [bitcoin](/topic/bitcoin), [safely](/topic/safely), [see the](/topic/see-the) **Top assets mentioned** [Bitcoin (BTC)](/topic/$btc) [Strive, Inc. (ASST)](/topic/$asst) [Strategy (MSTR)](/topic/$mstr) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) ### Top Social Posts [#](/creator/twitter::1953955065737170944/posts) --- Top posts by engagements in the last XX hours "Even leverage is not a clear "value" add. Generally capital structure doesn't affect firm value much though it's complicated. Leverage can add value through a tax shield.but considering you're already facing an added layer of taxation when getting $BTC exposure through a treasury company (vs. just buying $BTC yourself) so that's not exactly a great point in favor of leverage. Leverage might add to firm value through other means but even then it doesn't come anywhere close to justifying a 2x mNAV (especially when debt/assets is like 20%). In my mind any benefit from leverage is more than" [X Link](https://x.com/WaterboyWalton/status/1978604306686177743) [@WaterboyWalton](/creator/x/WaterboyWalton) 2025-10-15T23:30Z XX followers, XX engagements "On the $ASST and $SMLR merger I'm really struggling to decide what the funniest outcome would be. I'm stuck between the deal getting cancelled or the terms being amended with $ASST doubling down on the retarded premium" [X Link](https://x.com/WaterboyWalton/status/1979148359836254558) [@WaterboyWalton](/creator/x/WaterboyWalton) 2025-10-17T11:31Z XX followers, 3101 engagements "Genuinely I respect your conviction in these treasury companies (I wouldn't be able to stomach this price action if I had the same thesis). That said my guess is that a lot of the people capitulating actually do believe $BTC will go to $1M by 2035. But still why would they want to pay for that $BTC through a treasury company like $MSTR (or even smaller ones like $MTPLF or $ASST) when they can get it cheaper themselves through an exchange There's no premium no management overhead no corporate taxes no agency risks/costs etc. Almost certainly any potential benefits of preferred equity or debt" [X Link](https://x.com/WaterboyWalton/status/1979909666097217954) [@WaterboyWalton](/creator/x/WaterboyWalton) 2025-10-19T13:57Z XX followers, XXX engagements "@Winstonmickey1 I love how much time these guys started to spend talking about the debt/preferred side of things.conveniently as the equities started to go south. They just cannot admit when they are wrong" [X Link](https://x.com/WaterboyWalton/status/1979915420539744751) [@WaterboyWalton](/creator/x/WaterboyWalton) 2025-10-19T14:19Z XX followers, XX engagements "I can see the difference. You are right that they can increase bitcoin per share at least for now. The deal is you get less $BTC upfront (vs. the amount you'd get through an exchange) for the promise that the BTC yield will make up for it in the long-run. But the only way these companies can increase bitcoin per share safely (i.e. without leverage) is if new stockholders continue to pay a premium for the underlying net assets. That's a game of musical chairs. Would you really be comfortable paying even a XX% premium (and getting only two-thirds of the $BTC you would have gotten yourself) if" [X Link](https://x.com/WaterboyWalton/status/1979919123975983113) [@WaterboyWalton](/creator/x/WaterboyWalton) 2025-10-19T14:34Z XX followers, XX engagements "I can't tell if he's being intentionally obtuse or if he seriously can't understand the difference between insurance and a debt arrangement. "Chief Risk Officer" though. 🙄 $MSTR $BTC $ASST" [X Link](https://x.com/WaterboyWalton/status/1978266797389316353) [@WaterboyWalton](/creator/x/WaterboyWalton) 2025-10-15T01:08Z XX followers, 1478 engagements "Yeah this is a real headscratcher. Curious to learn how $BTC adoption would meaningfully reduce opportunities for PE funds. Even if we could somehow determine what the appropriate number of PE funds should be at any given time how does $BTC prevent resources from being misallocated in the first place It doesn't give anyone a crystal ball" [X Link](https://x.com/WaterboyWalton/status/1980023457497727414) [@WaterboyWalton](/creator/x/WaterboyWalton) 2025-10-19T21:29Z XX followers, XX engagements
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@WaterboyWalton Waterboy Walton
Waterboy Walton posts on X about $btc, $asst, $mstr, $smlr the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +421%
Mentions: X #
- X Week XX +117%
Followers: XX #
- X Week XX +23%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence cryptocurrencies finance stocks
Social topic influence $btc, $asst #59, $mstr, $smlr, $1m, $mtplf, 1m, bitcoin, safely, see the
Top assets mentioned Bitcoin (BTC) Strive, Inc. (ASST) Strategy (MSTR) Semler Scientific, Inc. (SMLR) Metaplanet Inc. (MTPLF)
Top Social Posts #
Top posts by engagements in the last XX hours
"Even leverage is not a clear "value" add. Generally capital structure doesn't affect firm value much though it's complicated. Leverage can add value through a tax shield.but considering you're already facing an added layer of taxation when getting $BTC exposure through a treasury company (vs. just buying $BTC yourself) so that's not exactly a great point in favor of leverage. Leverage might add to firm value through other means but even then it doesn't come anywhere close to justifying a 2x mNAV (especially when debt/assets is like 20%). In my mind any benefit from leverage is more than"
X Link @WaterboyWalton 2025-10-15T23:30Z XX followers, XX engagements
"On the $ASST and $SMLR merger I'm really struggling to decide what the funniest outcome would be. I'm stuck between the deal getting cancelled or the terms being amended with $ASST doubling down on the retarded premium"
X Link @WaterboyWalton 2025-10-17T11:31Z XX followers, 3101 engagements
"Genuinely I respect your conviction in these treasury companies (I wouldn't be able to stomach this price action if I had the same thesis). That said my guess is that a lot of the people capitulating actually do believe $BTC will go to $1M by 2035. But still why would they want to pay for that $BTC through a treasury company like $MSTR (or even smaller ones like $MTPLF or $ASST) when they can get it cheaper themselves through an exchange There's no premium no management overhead no corporate taxes no agency risks/costs etc. Almost certainly any potential benefits of preferred equity or debt"
X Link @WaterboyWalton 2025-10-19T13:57Z XX followers, XXX engagements
"@Winstonmickey1 I love how much time these guys started to spend talking about the debt/preferred side of things.conveniently as the equities started to go south. They just cannot admit when they are wrong"
X Link @WaterboyWalton 2025-10-19T14:19Z XX followers, XX engagements
"I can see the difference. You are right that they can increase bitcoin per share at least for now. The deal is you get less $BTC upfront (vs. the amount you'd get through an exchange) for the promise that the BTC yield will make up for it in the long-run. But the only way these companies can increase bitcoin per share safely (i.e. without leverage) is if new stockholders continue to pay a premium for the underlying net assets. That's a game of musical chairs. Would you really be comfortable paying even a XX% premium (and getting only two-thirds of the $BTC you would have gotten yourself) if"
X Link @WaterboyWalton 2025-10-19T14:34Z XX followers, XX engagements
"I can't tell if he's being intentionally obtuse or if he seriously can't understand the difference between insurance and a debt arrangement. "Chief Risk Officer" though. 🙄 $MSTR $BTC $ASST"
X Link @WaterboyWalton 2025-10-15T01:08Z XX followers, 1478 engagements
"Yeah this is a real headscratcher. Curious to learn how $BTC adoption would meaningfully reduce opportunities for PE funds. Even if we could somehow determine what the appropriate number of PE funds should be at any given time how does $BTC prevent resources from being misallocated in the first place It doesn't give anyone a crystal ball"
X Link @WaterboyWalton 2025-10-19T21:29Z XX followers, XX engagements