#  @XY_03012009 XY_03012009 XY_03012009 posts on X about xch, the project, $xch, what is the most. They currently have [---] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1665636446206558208/interactions)  - [--] Week [------] +1,057% - [--] Month [------] +20,509% - [--] Months [------] -10% - [--] Year [-------] -52% ### Mentions: [--] [#](/creator/twitter::1665636446206558208/posts_active)  - [--] Week [--] +1,900% - [--] Month [--] +900% - [--] Months [--] -24% - [--] Year [---] -48% ### Followers: [---] [#](/creator/twitter::1665636446206558208/followers)  - [--] Week [---] +4.40% - [--] Month [---] +1.60% - [--] Months [---] +5.30% - [--] Year [---] +21% ### CreatorRank: [-------] [#](/creator/twitter::1665636446206558208/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #6171 [finance](/list/finance) 20% [stocks](/list/stocks) 15% **Social topic influence** [xch](/topic/xch) #4, [the project](/topic/the-project) #99, [$xch](/topic/$xch) #1, [what is](/topic/what-is) 5%, [entire](/topic/entire) 5%, [model](/topic/model) 5%, [mstr](/topic/mstr) 5%, [$101b](/topic/$101b) 5%, [$183share](/topic/$183share) 5%, [$mstr](/topic/$mstr) 5% **Top accounts mentioned or mentioned by** [@blankettheory](/creator/undefined) [@davidjamesone](/creator/undefined) [@mondomonkey](/creator/undefined) [@0xb00b_](/creator/undefined) [@boredwhalescc](/creator/undefined) [@artistcreator4](/creator/undefined) [@huntingground19](/creator/undefined) [@chiafarmercali](/creator/undefined) [@wezzoowes](/creator/undefined) [@pennywiseskull](/creator/undefined) [@vycccl](/creator/undefined) [@hoffmang](/creator/undefined) [@rewsnasiaihc](/creator/undefined) [@zbronxxx](/creator/undefined) [@christianb_0x](/creator/undefined) [@tkorchynskyy](/creator/undefined) [@8inf1n1ty8](/creator/undefined) [@m0b1lx](/creator/undefined) **Top assets mentioned** [Chia (XCH)](/topic/$xch) [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "But here's what IS broken: the growth engine. Strategy's entire model was a "Premium Accretion Loop": Stock trades above NAV Issue shares at premium Buy BTC with proceeds BTC per share goes UP Stock price rises Repeat ♻ That flywheel Dead" [X Link](https://x.com/XY_03012009/status/2020096891392790937) 2026-02-07T11:26Z [---] followers, [---] engagements "With BTC down 50% from highs MSTR now trades at or BELOW its Net Asset Value. Issuing shares at a discount = diluting existing shareholders' BTC-per-share. So they can't buy. The "infinite bid" that absorbed thousands of BTC per month Gone. The market just lost its buyer of last resort" [X Link](https://x.com/XY_03012009/status/2020096893485826090) 2026-02-07T11:26Z [---] followers, [---] engagements "Now for the real threat: THE [----] MATURITY WALL. September [----] $1.01B in convertible notes come due. Conversion price $183/share. If MSTR is still trading at $100-110 Bondholders won't convert. They'll demand $1 BILLION in CASH. Cash Strategy may not have" [X Link](https://x.com/XY_03012009/status/2020096897097073103) 2026-02-07T11:26Z [---] followers, [---] engagements "Chow's background tells the story: Led Chia Network's SEC compliance + IPO prep Guided PubMatic through its $140M IPO Deep ad-tech / fintech regulatory expertise He's not a bankruptcy lawyer. He's a regulatory architect. His job: keep Strategy from being classified as an unregistered investment company by the SEC" [X Link](https://x.com/XY_03012009/status/2020096904852287793) 2026-02-07T11:26Z [---] followers, [---] engagements "Strategy's countermove Preferred stock - STRK STRF STRD STRC. The "Stretch" preferred (STRC) pays 11.25% dividends to attract yield-hungry investors. The play: Swap convertible debt (hard maturity) perpetual preferred (no maturity). Trade default risk for permanent dividend burden. Buy time" [X Link](https://x.com/XY_03012009/status/2020096906769125545) 2026-02-07T11:26Z [---] followers, [---] engagements "Delaying on the back of investors isn't trustworthy. The project is dead. I have sold. Good luck everyone" [X Link](https://x.com/XY_03012009/status/2018784190662361463) 2026-02-03T20:30Z [---] followers, [----] engagements "You're crazy thinking I'd sell $XCH. Get your shit together; there's no second best. Not all good I hate some decisions but the tech's capability is untouched and undeniable. Hold strong morons" [X Link](https://x.com/XY_03012009/status/2019880401817448469) 2026-02-06T21:06Z [---] followers, [----] engagements "Two critical Chia scenarios to watch out for in 2026: No progress on S-6 filings (e.g. for Permuto Trusts) becoming effective in Q1. Prolonged back-and-forth comments with the SEC in Q2. In either case the project could be at serious risk of stalling or failing. As of today CNIs survival largely depends on the community not dumping their holdings en masse. Millions of tokens worth nothing will stay worth nothing if regulatory hurdles arent cleared. Im very curious about the future of this project" [X Link](https://x.com/XY_03012009/status/2021272937760743917) 2026-02-10T17:19Z [---] followers, [----] engagements "$XCH dropped 99% from its peak. Everyone has a theory. Nobody does the math. I did. Dropping a data driven forensic analysis today on who's actually crashing the price: prefarm sales NFT creators or miners Community: I need your eyes on this. Verify. Challenge. Let's get to the truth" [X Link](https://x.com/XY_03012009/status/2021514876485525578) 2026-02-11T09:21Z [---] followers, [----] engagements "@DavidJamesOne I was already thinking the same - so theres no back and forth. The day they file it immediately gets approved and up and running. I dont know if this is a potential option. I guess a part of me is hoping for that tbh" [X Link](https://x.com/XY_03012009/status/2021542065730199602) 2026-02-11T11:09Z [---] followers, [---] engagements "In the next article I am going to Analyse dependencies from xch to bitcoin and to the general market conditions" [X Link](https://x.com/XY_03012009/status/2021651786076238251) 2026-02-11T18:25Z [---] followers, [---] engagements "@ArtistCreator4 @huntingground19 I agree this is a very difficult time. But as long as pioneers believe in and advance the best tech nothing is dead. (IMO)" [X Link](https://x.com/XY_03012009/status/2021659324247097558) 2026-02-11T18:55Z [---] followers, [---] engagements "If my analysis showed anything it's that crypto exchanges are shit. They do wash trading and trade against you. there is only one winner. Thank God offer files exist. It's a long road to change status quo but it's worth it" [X Link](https://x.com/XY_03012009/status/2021669534529458656) 2026-02-11T19:35Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@XY_03012009 XY_03012009XY_03012009 posts on X about xch, the project, $xch, what is the most. They currently have [---] followers and [--] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence cryptocurrencies #6171 finance 20% stocks 15%
Social topic influence xch #4, the project #99, $xch #1, what is 5%, entire 5%, model 5%, mstr 5%, $101b 5%, $183share 5%, $mstr 5%
Top accounts mentioned or mentioned by @blankettheory @davidjamesone @mondomonkey @0xb00b_ @boredwhalescc @artistcreator4 @huntingground19 @chiafarmercali @wezzoowes @pennywiseskull @vycccl @hoffmang @rewsnasiaihc @zbronxxx @christianb_0x @tkorchynskyy @8inf1n1ty8 @m0b1lx
Top assets mentioned Chia (XCH) Strategy (MSTR) Bitcoin (BTC)
Top posts by engagements in the last [--] hours
"But here's what IS broken: the growth engine. Strategy's entire model was a "Premium Accretion Loop": Stock trades above NAV Issue shares at premium Buy BTC with proceeds BTC per share goes UP Stock price rises Repeat ♻ That flywheel Dead"
X Link 2026-02-07T11:26Z [---] followers, [---] engagements
"With BTC down 50% from highs MSTR now trades at or BELOW its Net Asset Value. Issuing shares at a discount = diluting existing shareholders' BTC-per-share. So they can't buy. The "infinite bid" that absorbed thousands of BTC per month Gone. The market just lost its buyer of last resort"
X Link 2026-02-07T11:26Z [---] followers, [---] engagements
"Now for the real threat: THE [----] MATURITY WALL. September [----] $1.01B in convertible notes come due. Conversion price $183/share. If MSTR is still trading at $100-110 Bondholders won't convert. They'll demand $1 BILLION in CASH. Cash Strategy may not have"
X Link 2026-02-07T11:26Z [---] followers, [---] engagements
"Chow's background tells the story: Led Chia Network's SEC compliance + IPO prep Guided PubMatic through its $140M IPO Deep ad-tech / fintech regulatory expertise He's not a bankruptcy lawyer. He's a regulatory architect. His job: keep Strategy from being classified as an unregistered investment company by the SEC"
X Link 2026-02-07T11:26Z [---] followers, [---] engagements
"Strategy's countermove Preferred stock - STRK STRF STRD STRC. The "Stretch" preferred (STRC) pays 11.25% dividends to attract yield-hungry investors. The play: Swap convertible debt (hard maturity) perpetual preferred (no maturity). Trade default risk for permanent dividend burden. Buy time"
X Link 2026-02-07T11:26Z [---] followers, [---] engagements
"Delaying on the back of investors isn't trustworthy. The project is dead. I have sold. Good luck everyone"
X Link 2026-02-03T20:30Z [---] followers, [----] engagements
"You're crazy thinking I'd sell $XCH. Get your shit together; there's no second best. Not all good I hate some decisions but the tech's capability is untouched and undeniable. Hold strong morons"
X Link 2026-02-06T21:06Z [---] followers, [----] engagements
"Two critical Chia scenarios to watch out for in 2026: No progress on S-6 filings (e.g. for Permuto Trusts) becoming effective in Q1. Prolonged back-and-forth comments with the SEC in Q2. In either case the project could be at serious risk of stalling or failing. As of today CNIs survival largely depends on the community not dumping their holdings en masse. Millions of tokens worth nothing will stay worth nothing if regulatory hurdles arent cleared. Im very curious about the future of this project"
X Link 2026-02-10T17:19Z [---] followers, [----] engagements
"$XCH dropped 99% from its peak. Everyone has a theory. Nobody does the math. I did. Dropping a data driven forensic analysis today on who's actually crashing the price: prefarm sales NFT creators or miners Community: I need your eyes on this. Verify. Challenge. Let's get to the truth"
X Link 2026-02-11T09:21Z [---] followers, [----] engagements
"@DavidJamesOne I was already thinking the same - so theres no back and forth. The day they file it immediately gets approved and up and running. I dont know if this is a potential option. I guess a part of me is hoping for that tbh"
X Link 2026-02-11T11:09Z [---] followers, [---] engagements
"In the next article I am going to Analyse dependencies from xch to bitcoin and to the general market conditions"
X Link 2026-02-11T18:25Z [---] followers, [---] engagements
"@ArtistCreator4 @huntingground19 I agree this is a very difficult time. But as long as pioneers believe in and advance the best tech nothing is dead. (IMO)"
X Link 2026-02-11T18:55Z [---] followers, [---] engagements
"If my analysis showed anything it's that crypto exchanges are shit. They do wash trading and trade against you. there is only one winner. Thank God offer files exist. It's a long road to change status quo but it's worth it"
X Link 2026-02-11T19:35Z [---] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::XY_03012009