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# ![@ZynxBTC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::720960955656638464.png) @ZynxBTC Zynx

Metaplanet, a Japanese company, has made significant progress, including being added to the global FTSE indexes and announcing a large bitcoin purchase. The company's leadership has also made efforts to address shareholder concerns and provide transparency, including proof of reserves. Additionally, Metaplanet's stock is expected to have a strong Q4 with potential catalysts including adding over $X billion worth of bitcoin to its balance sheet and inclusion in major indexes.

### Engagements: XXXXXXX [#](/creator/twitter::720960955656638464/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720960955656638464/c:line/m:interactions.svg)

- X Week XXXXXXX +113%
- X Month XXXXXXXXX +32%
- X Months XXXXXXXXX +70,358%
- X Year XXXXXXXXX +1,032,058%

### Mentions: XXX [#](/creator/twitter::720960955656638464/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720960955656638464/c:line/m:posts_active.svg)

- X Week XXX +49%
- X Month XXX +18%
- X Months XXXXX +8,500%
- X Year XXXXX +45,575%

### Followers: XXXXX [#](/creator/twitter::720960955656638464/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720960955656638464/c:line/m:followers.svg)

- X Week XXXXX +6.60%
- X Month XXXXX +20%
- X Months XXXXX +2,831%
- X Year XXXXX +2,479%

### CreatorRank: XXXXXXX [#](/creator/twitter::720960955656638464/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720960955656638464/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::720960955656638464/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #338 [stocks](/list/stocks)  #4421 [finance](/list/finance)  #2455 [travel destinations](/list/travel-destinations)  X% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  #2463 [social networks](/list/social-networks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[bitcoin](/topic/bitcoin) #149, [fixed income](/topic/fixed-income) #61, [balance sheet](/topic/balance-sheet) #953, [money](/topic/money) #961, [london](/topic/london) #2564, [$1mil](/topic/$1mil) #1, [sentiment](/topic/sentiment) #182, [mstr](/topic/mstr) #178, [all the](/topic/all-the) 1.87%, [behind the](/topic/behind-the) #1107

**Top accounts mentioned or mentioned by**
[@actuallyclimber](/creator/undefined) [@comic](/creator/undefined) [@roaringragnar](/creator/undefined) [@e055michel1842](/creator/undefined) [@tslaish](/creator/undefined) [@mikefor44857211](/creator/undefined) [@asjwebley](/creator/undefined) [@bobiliciousing](/creator/undefined) [@chcbearsfan](/creator/undefined) [@cfukxijingping](/creator/undefined) [@satosophy](/creator/undefined) [@bitcoinbam2](/creator/undefined) [@pdphilaphil](/creator/undefined) [@bhavin40324](/creator/undefined) [@edhead777](/creator/undefined) [@am13978371](/creator/undefined) [@croesusbtc](/creator/undefined) [@klauskoo](/creator/undefined) [@bthemoon2030](/creator/undefined) [@gsadler91](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Vinanz Limited (VINZF)](/topic/vinanz) [Argo Blockchain plc (ARBK)](/topic/argo-blockchain)
### Top Social Posts [#](/creator/twitter::720960955656638464/posts)
---
Top posts by engagements in the last XX hours

"I want to share a little about myself so that when you read my posts you can get an understanding of where it's coming from. I am prepared to lose all my wealth and start from zero. XX% of my wealth is in Bitcoin or Bitcoin derivatives. I don't even own a house. I rent. I have no pension. I am all in. I am ideologically tied to Bitcoin and Freedom. This along with my belief in God are the foundations of who I am as an individual. I don't recommend my Bitcoin maximalism to others. It's not suited for most people and goes against conventional wisdom. Not many are prepared to start over from"  
[X Link](https://x.com/ZynxBTC/status/1979292831769358657) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T21:05Z 7442 followers, 33.4K engagements


"We're now at the stage where Saylor and Strategy can comfortably buy hundreds of Bitcoin a week without ATM'ing the common stock. Strategy has acquired XXX BTC for $XXXX million. STRF = $11.2mil STRK = $5.1mil STRD = $2.6mil This is proof of work and is very significant"  
[X Link](https://x.com/ZynxBTC/status/1980244426552123503) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T12:07Z 7442 followers, 33.1K engagements


"This is why we Metaplanet. Highly recommend getting your head around this. Digest it and then be happy to know that you're irresponsibly long the most undervalued equity in the world"  
[X Link](https://x.com/ZynxBTC/status/1980273192963891337) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T14:01Z 7442 followers, 8059 engagements


"I don't care if the stock is down 80%. The numbers do not lie. If Metaplanet are able achieve any scale with the Prefs they are going to be the largest company in Japan pretty easily. My conviction in Bitcoin is XXX% and I'm expecting high CAGR. How can I not be bullish on a company that can buy Bitcoin at a XX% discount"  
[X Link](https://x.com/ZynxBTC/status/1980274636236403071) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T14:07Z 7442 followers, 3941 engagements


"Have we got confirmation of the ATM being paused for mNAV X Would it have to be RNS'd or just a quick call @asjwebley @Croesus_BTC"  
[X Link](https://x.com/ZynxBTC/status/1980312913362727378) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T16:39Z 7442 followers, 3583 engagements


"@klaus_koo @NakikiBTC @AndreasFW888 @bitcoin_hotel They will be buying soon. The title of first PubCo to put Bitcoin on the balance sheet in Germany though can't be assigned if none has been bought yet. I like @bitcoin_hotel"  
[X Link](https://x.com/ZynxBTC/status/1980358447989436796) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T19:40Z 7442 followers, XXX engagements


"Hate to break it to you but we are not in a Bitcoin bull market. Bitcoin needs to cross $170k just to equal it's all-time high in Gold. Every cycle since inception Bitcoin has more than doubled its price in Gold at a minimum usually much more than that. Does this X year BTC/XAU chart look like a bull market to you Good news is that when the fun starts Bitcoin should go much higher"  
[X Link](https://x.com/ZynxBTC/status/1980608681415733503) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T12:14Z 7442 followers, 37K engagements


"Until we cross our all time high in Gold I'm not calling it a bull market. That figure is currently $170k"  
[X Link](https://x.com/ZynxBTC/status/1980609270254084534) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T12:17Z 7442 followers, 2029 engagements


"@ActuallyClimber @comic To be fair I'd love a villain arc fuck it😂😂 We need some entertainment whilst we lose money"  
[X Link](https://x.com/ZynxBTC/status/1980683617111024100) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T17:12Z 7442 followers, XXX engagements


"Yes Vinanz aka "The London Bitcoin Company" (BTC.L) is ran by charlatans. Do not put your capital there you've literally got SWC or Coinsilium. They diluted you to fuck Typical of David Lenigas of course. READ ABOUT THE man's HISTORY. Simple"  
[X Link](https://x.com/ZynxBTC/status/1943352152715399627) [@ZynxBTC](/creator/x/ZynxBTC) 2025-07-10T16:50Z 7281 followers, 7279 engagements


"🚨 Ladies and gentleman let me update you on David Lenigas' latest failed project - Vinanz aka "London BTC Company". This is a lesson for you all. I've been posting about this scammer for a while even reached out to @AdamBLiv about this man and his history. How he deliberately steals from shareholders by diluting them like crazy and returning no shareholder value. This slippery snake is the epitome of dishonesty and charlatan tomfoolery that I try to warn Retail investors about. You can do your own research on the man ask Grok if you can't be asked. Do you really think this man is a Bitcoiner"  
[X Link](https://x.com/ZynxBTC/status/1945497034016063856) [@ZynxBTC](/creator/x/ZynxBTC) 2025-07-16T14:53Z 7281 followers, 7659 engagements


"It makes me sick how many shitty CEOs and Companies are coming out of the UK to jump on this BTC Treasury bandwagon. Just listened to the Vaults "V3TC" Q&A with the CEO Alex Appleton. Former CFO of Argo Blockchain and we all know how that went. Both Vinanz aka "London BTC company" and Vaultz are running the same playbook of having "cloud mining" Bitcoin businesses 😂. OG Bitcoiners will know why this is a joke. Both companies are connected to David Lenigas of course. Absolutely embarrassing. Neither of these companies will ever reach 10000+ Bitcoin and you'd have to be retarded to give these"  
[X Link](https://x.com/ZynxBTC/status/1949380753529176068) [@ZynxBTC](/creator/x/ZynxBTC) 2025-07-27T08:06Z 7281 followers, 7423 engagements


"I have been warning against David Lenigas' Vinanz aka "London Bitcoin Company" from the start. Now the Telegram Group are moaning about how @DavidLenigas has ghosted them. When things were going well he was active in the group making snide remarks about other Bitcoin Treasury Companies in the UK. Now that the share price is trading below from when they announced the BTC Treasury strategy he has gone. Sigh. Some are still blaming me. Lawfare threats death threats even you name it. All I did was try to warn them about this man and his previous business dealings. It's a sorry mess. @ProfessorB21"  
[X Link](https://x.com/ZynxBTC/status/1950090105999208670) [@ZynxBTC](/creator/x/ZynxBTC) 2025-07-29T07:04Z 7281 followers, 3039 engagements


"I still haven't found an equity play with as much asymmetrical upside as the Bitcoin Treasuries. Market cap: Metaplanet = $4.4bn Capital B = $508mil Smarter Web = $360mil H100 = $160mil Now tell me what's the total upside for a company that is the main issuer of Bitcoin credit in a rich capital market Saylor thinks up to $X trillion. I will continue to ride the volatility because I know where this is going"  
[X Link](https://x.com/ZynxBTC/status/1975799202132214160) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-08T05:43Z 7281 followers, 11.8K engagements


"I'm still bullish on the Bitcoin Treasury thesis. I have seen some prominent names in the space turn relative bearish or outright disappear and whilst it might not be nice to see for investors I did my own due diligence and remain confident in my positions. Truth be told many of us did not see this period of deep and sustained mNAV compression across the board. Sentiment is at rock bottom and people are hurting. The pain is made worse by witnessing everything else be in the green. I get it. This is nothing new. It took MSTR X years to make new ATHs after its high in 2021. We can spend hours"  
[X Link](https://x.com/ZynxBTC/status/1976132969707315417) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-09T03:49Z 7189 followers, 48.2K engagements


"Smarter Web has eliminated another XXX potential wholecoiners from the game. BTW For anyone wondering why the buy price is high its because shortly after they bought the crypto liquidation cascade happened. Great way to start the week. SWC 🚀"  
[X Link](https://x.com/ZynxBTC/status/1977618754013188143) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-13T06:13Z 7257 followers, 4293 engagements


"@ColeMacro I should have mentioned that's obviously more likely to happen. Sequans did that. As for it being a good opportunity yeah probably. if you have faith in the team that is"  
[X Link](https://x.com/ZynxBTC/status/1977781649438851434) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-13T17:01Z 7268 followers, XXX engagements


"I believe in Bitcoin. I believe in Bitcoin credit and fixed income products. I believe Strategy will be the largest Bitcoin credit issuer in the world. I also believe there will be some local champions in major capital markets if they can scale. UK --- Smarter Web Japan --- Metaplanet France/Europe --- Capital B Nordics --- H100 I expect to see multiple 80-90% drawdowns multiple times on the way to $100bn+ market caps. Yes I believe Bitcoin in cold-storage should be the base of any portfolio. It's not rocket science"  
[X Link](https://x.com/ZynxBTC/status/1978090459919487458) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-14T13:28Z 7207 followers, 8581 engagements


"When was the last time you bought actual Bitcoin Not an ETF or a Bitcoin Treasury Company. just Bitcoin Take advantage. I added to the cold storage stack today. I think it's important to interact often with the Bitcoin network to remember why we do this. It's beautiful"  
[X Link](https://x.com/ZynxBTC/status/1979179717333827868) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T13:36Z 7186 followers, 4310 engagements


"Smarter Web played the last Bitcoin Treasury bull inning as well as possible. This is why I refuse to be overly negative and remain firm in my belief in the long-term success of the company. The current price action is out of any individual's control. Think about it. The company did everything right since the IPO on April 25th. We reached escape velocity and managed to stack 2500+ Bitcoin in the space of a few short months. Smarter Web quickly established itself alongside the premium Bitcoin treasuries. Obviously you have Strategy in Tier X. Then Metaplanet of course. Then in the next"  
[X Link](https://x.com/ZynxBTC/status/1979262436889796946) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T19:05Z 7200 followers, 9866 engagements


"This post should bring a lot of solace to Metaplanet shareholders. Virtually no debt 30k+ Bitcoin and we're about to leverage up via the Preferred's which are going to add so much torque to this thing. Impossible to be bearish if you understand this"  
[X Link](https://x.com/ZynxBTC/status/1979274880937005349) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T19:54Z 7217 followers, 19.3K engagements


"In just a few short months how many analysts have completely pivoted from their previously strong convictions Nobody can predict the future including me. This is why I no longer make price predictions it's a fool's errand. It's better to make directional bets and forecasts with a lower time preference. I wasn't expecting such a severe correction for the Bitcoin Treasuries but I certainly was prepared to hold my positions to XXX mNAV if need be. Investing Trading. What timeframes are people dealing with here Unless something fundamentally has changed I see no reason to abandon the top Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1979524356838478251) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T12:25Z 7187 followers, 4547 engagements


"@BrianTGoodman "Unlikely Metaplanet is going back above X mNAV". Want to bet"  
[X Link](https://x.com/ZynxBTC/status/1979628164566675951) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T19:18Z 7298 followers, 3093 engagements


"@Bthemoon2030 I like to sandbag things. The linear regression fit for the Bitcoin power law has it at $1mil by end of 2032"  
[X Link](https://x.com/ZynxBTC/status/1979866733780385865) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T11:06Z 7232 followers, XXX engagements


"They need to leverage up I agree with that. Time will tell whether the Prefs turn out to be a success or not. Metaplanet don't plan to sell the common stock to pay off the dividends for the Prefs btw. MSTR has outperformed Bitcoin since 2020. Whether it will continue to do so is up for each individual to decide. I'm wagering these Bitcoin Treasuries will do so. That being said most of my portfolio is in cold-storage Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1979867552164528435) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T11:09Z 7243 followers, XXX engagements


"@PDPhilaPhil You can have conviction in Bitcoin and not Bitcoin Treasuries. You cannot have conviction in Bitcoin Treasuries without having conviction in Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1979868733176008947) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T11:14Z 7223 followers, XX engagements


"@WaterboyWalton Most of my portfolio is in cold-storage Bitcoin. I buy the Bitcoin treasuries for the chance of outperformance a leveraged play if you will. I believe in Bitcoin credit. I believe in Bitcoin-backed fixed income products. That is why I buy them"  
[X Link](https://x.com/ZynxBTC/status/1979911181650297071) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T14:03Z 7243 followers, XXX engagements


"@second_epoch Seems you've misread what I wrote. You can have conviction in Bitcoin and not Bitcoin Treasuries. You cannot have conviction in Bitcoin Treasuries without having conviction in Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1979925346339201189) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T14:59Z 7268 followers, XXX engagements


"@AdamBLiv Even the XX% CAGR scenario is far better than most could ever hope for. Great graphic"  
[X Link](https://x.com/ZynxBTC/status/1979942243499708493) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T16:06Z 7280 followers, 1467 engagements


"@AdamBLiv We are aligned. Glad to see you also holding the line"  
[X Link](https://x.com/ZynxBTC/status/1979943398250344678) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T16:11Z 7280 followers, XXX engagements


"Let it all out man. a lot of us can relate lol. A few boomers came to mind 😅🙃. We've just been spoiled really hence all the noise. Does make you wonder what on earth these people were investing in before Bitcoin and these Bitcoin Treasuries. Bunch of Warren Buffet's on here to be this dissatisfied lol"  
[X Link](https://x.com/ZynxBTC/status/1979952234050777213) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T16:46Z 7288 followers, XXX engagements


"@PDPhilaPhil Patience. $18.8mil today will soon become $188mil and then $1.88bn. It takes time to eat the fixed income market"  
[X Link](https://x.com/ZynxBTC/status/1980279263841362262) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T14:25Z 7280 followers, XX engagements


"@HodlerRanch @IIICapital Semler is cooked. Strive is less cooked but need to pull a rabbit out the hat. Getting Semler BTC on the cheap is a good start"  
[X Link](https://x.com/ZynxBTC/status/1980365797227954203) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T20:09Z 7280 followers, XX engagements


"@_seinundzeit Personal portfolio has a higher BTC percentage"  
[X Link](https://x.com/ZynxBTC/status/1980369130319700374) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T20:22Z 7270 followers, XXX engagements


"Vaultz Capital "V3TC" formerly "Helium Ventures" is another company to avoid to be honest. Go listen to the live space they just did lol. The CEO "Alex Appleton" was the CFO of Argo Blockchain. Have a look at what happened to them. David Lenigas has helped to seed the company at the beginning. Look at who Alex follows on Twitter these guys are not Bitcoiners. Corporate faces that are jumping on the bandwagon. The Chairman "Charlie Wood" is another Australian man with links to David Lenigas. Same operating business as Vinanz/London Bitcoin Company in regards to doing Bitcoin mining lol. NO"  
[X Link](https://x.com/ZynxBTC/status/1943368971849248890) [@ZynxBTC](/creator/x/ZynxBTC) 2025-07-10T17:57Z 7370 followers, 5949 engagements


"So after the Nakamoto and Sequans PIPE unlocking shit show is Strive (ASST) going to follow suit to make it 3/3 I mean it's kind of obvious right. right DO NOT INVEST IN THESE COMPANIES UNTIL THE PIPE INVESTORS HAVE DUMPED. Perhaps not at all. Don't be fucking stupid"  
[X Link](https://x.com/ZynxBTC/status/1967667334312759561) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-15T19:10Z 7393 followers, 12.8K engagements


"Remember you buy Bitcoin to benefit from global human productivity. How many Bitcoiners are waking up today to pour capital into the network That includes Saylor and all the other Bitcoin Treasury Companies. I buy Bitcoin often too so yes I now work for you as well"  
[X Link](https://x.com/ZynxBTC/status/1972553340031787418) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-29T06:45Z 7377 followers, 2586 engagements


"Metaplanet's cash income generation for Q3 of $16.5mil is absolutely insane. Smashed it. They will never sell the common stock to pay off the Prefs. Do you know how bullish this is Higher torque Less drag 🔽 Project NOVA. Bitcoin exchange maybe Not selling this stock"  
[X Link](https://x.com/ZynxBTC/status/1973407979606024569) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-01T15:21Z 7434 followers, 37.7K engagements


"After NAKA and Sequans I'd appreciate if the Strive guys were open and honest with investors about what is about to happen. Once the shares from the PIPE unlock the stock is going to crash further. The PIPE was at $XXXX. Share price is currently $XXXX. It's going down"  
[X Link](https://x.com/ZynxBTC/status/1975662784009605279) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-07T20:41Z 7405 followers, 14.2K engagements


"I've been irrationally long Bitcoin for over a decade. If you've been here since 2017 or even since the start of 2022 when Terra Luna and then FTX collapsed. You would know that Bitcoin Twitter was the most doom and gloom place beyond imagination. Now I'm not saying it's the exact same for the Bitcoin Treasuries but there's been plenty of times when the feed has been filled with those saying it's all over for Bitcoin. When MSTR went substantially below X mNAV it was the same. Human psychology is fascinating because this always happens without fail. Remember when Tesla was finished too"  
[X Link](https://x.com/ZynxBTC/status/1976343190375391633) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-09T17:45Z 7377 followers, 9621 engagements


"We shouldn't be quick to let short-term price action invalidate our original thesis. It's important to remember that the market can stay irrational longer than you can stay solvent. You could have done the perfect due diligence and have all the fundamentals make sense and still lose within a short enough time frame. Bitcoin should already be at $1mil a coin but it's not. Is my thesis wrong or is the market irrational It's the same with the Bitcoin Treasuries. Everyone is writing them off but I still have faith that Strategy and Metaplanet etc will be completely fine. If Bitcoin outperforms"  
[X Link](https://x.com/ZynxBTC/status/1977307835802276147) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-12T09:38Z 7340 followers, 4302 engagements


"Smarter Web has accumulated another XXX Bitcoin for 9.1mil. They now have 2650 Bitcoin on the balance sheet. BTC yield QTD stands at 0.58%. Ultimately this is all that we can ask for as shareholders. Continue stacking Bitcoin no matter what. Good job team"  
[X Link](https://x.com/ZynxBTC/status/1977617690991993176) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-13T06:09Z 7424 followers, 9593 engagements


"Controversial but I have to keep it honest. Semler shareholders are getting absolutely shafted. I'm curious to see if the merger/acquisition with Strive passes or if it gets vetoed like how the Preferred's did. The premium has evaporated and they are getting much less BTC/share. Not ideal"  
[X Link](https://x.com/ZynxBTC/status/1977728362190626915) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-13T13:29Z 7392 followers, 7299 engagements


"Seeing that Saylor blocked Josh Mandell is hilarious. Now Josh is crying on X acting all shocked when he's been saying unsavoury things about Saylor and Strategy for months. Damn lol"  
[X Link](https://x.com/ZynxBTC/status/1977761159034921117) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-13T15:39Z 7371 followers, 34.4K engagements


"Finally the Germans have arrived. Sovereign XX are pleased to be hosting Germany's first Bitcoin Treasury Company. It is attached to an operating business that does $50mil in revenue yearly and has some well known backers on board. This is an exclusive opportunity for S21 members to gain an insight and presentation from the team. All questions are allowed to be asked. If you are interested in such opportunities you can join Sovereign XX - the world's first investor network for Bitcoiners here:"  
[X Link](https://x.com/ZynxBTC/status/1977841016280375413) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-13T20:56Z 7423 followers, 4797 engagements


"Just as I think sentiment couldn't go any lower it does. Everyone is fleeing the Bitcoin Treasuries who only just X months ago were the darlings of the space. Time will tell where we end up but I still favour these equities over XX% of the rest. They have the most Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1978004852354568410) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-14T07:48Z 7299 followers, 9971 engagements


"I want to address Climb's Metaplanet pivot because a lot of people are messaging me about it. I think it's safe to say all of our near term expectations have been reset for sure. However. It does come across as capitulation. You were the main Metaplanet guy who appeared to have the strongest conviction in the stock. Now I am seeing posts that shows doubt in Bitcoin itself let alone Metaplanet. I struggle to see how anyone can build solid conviction in any Bitcoin Treasury company without being absolutely firm on the underlying itself. If you don't believe Bitcoin will have a CAGR of 25-30%"  
[X Link](https://x.com/ZynxBTC/status/1978111260819341685) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-14T14:50Z 7314 followers, 26.7K engagements


"Protecting your retired status and financial independence is more important than anything else. I would not be riding Bitcoin Treasuries with that capital so I do not blame @ActuallyClimber at all. I thought it was house money so it all makes sense now. Leave the man alone"  
[X Link](https://x.com/ZynxBTC/status/1978137138924257813) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-14T16:33Z 7333 followers, 6667 engagements


"In the end all you need to do is just buy Bitcoin and call it a day. Anything else is probably not worth the stress for most of you on here. Extreme volatility is not for everyone. Create value --- buy Bitcoin --- Cold-storage. Simple"  
[X Link](https://x.com/ZynxBTC/status/1978209764153631019) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-14T21:22Z 7371 followers, 11.9K engagements


"Metaplanet trading at X mNAV is a golden opportunity in my opinion. The market sell off may continue and the stock declines an additional XX% from here but this fact doesn't change. Here are some reasons why: -Making millions of dollars every quarter via the cash-secured puts strategy. -On course to becoming Japan's largest Bitcoin Credit Issuer. -Metaplanet will continue to acquire more Bitcoin. -Intelligent leverage via the Prefs coming soon. The company virtually has no debt at the moment so essentially at X mNAV it's being valued by just the amount of Bitcoin it has on the balance sheet."  
[X Link](https://x.com/ZynxBTC/status/1978341426904608865) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-15T06:05Z 7321 followers, 31.5K engagements


"I still prefer the Bitcoin Treasuries over the Bitcoin Miners/AI plays. I just think they are cleaner vehicles for Bitcoin accumulation without the hefty operating costs. I also think selling Metaplanet at X mNAV to rotate into IREN that's up 10x since May is a bad idea. Textbook definition of selling low and buying high. With that being said I'm happy for those who have been holding for 12+ months to finally get their time in the sun. It wasn't that long ago when sentiment for the miners were at where the Bitcoin Treasuries are today. Perhaps there's a lesson in that"  
[X Link](https://x.com/ZynxBTC/status/1978402748887433612) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-15T10:09Z 7309 followers, 9451 engagements


"The Bitcoin bull market has barely begun. Bitcoin now needs to cross $169k just to equal its all-time high in gold. Every cycle since inception Bitcoin has more than doubled its price in Gold at a minimum usually much more than that. Gold has just crossed $4200/ounce and is almost a $30tn asset class. The higher Gold goes the higher I expect Bitcoin to go. The odds of Bitcoin reaching $200k and beyond is increasing. I do not know when this will happen but it is inevitable that Bitcoin will get its time in the sun. Look at this chart very carefully. It looks to me there is a consistent pattern"  
[X Link](https://x.com/ZynxBTC/status/1978466542095397002) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-15T14:22Z 7365 followers, 10.6K engagements


"The beatings for Metaplanet continue. -425/share ($2.81). -XXX mNAV. I'm in awe of what a fantastic opportunity this is. The hardest thing to do is to buy when everyone else is selling so I will continue to buy all the way down. Ultimately I remain bullish on the company"  
[X Link](https://x.com/ZynxBTC/status/1978713332954669503) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-16T06:43Z 7314 followers, 10K engagements


"Metaplanet has been down everyday for X months. -404/share ($2.70). Brutal"  
[X Link](https://x.com/ZynxBTC/status/1979064999801770273) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T06:00Z 7315 followers, 12.6K engagements


"There are people that are still selling Strategy Metaplanet Smarter Web Capital B etc today. Now who knows maybe they will continue to go down further but selling at such prices feels stupid to me. If you're going to sell at least sell high not when the stocks are already down 50-90%. I always think about the people who sold Bitcoin last cycle below $17k after it had already dropped from the near $70k ATH in 2021. Of course that was near the bottom. before the slow reversal began. Again to be clear I'm not against selling. I just think selling when most of the drawdown has already happened is"  
[X Link](https://x.com/ZynxBTC/status/1979231449346626043) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T17:02Z 7434 followers, 7523 engagements


"This Morris guys is best ignored honestly. Always fudding the stock. Yes IPO investors are up but many have also bought at far higher prices than what we see today. Do remember that Jesse himself has a much higher entry. We are bullish because we are thinking about 5+ years from now when Smarter Web is near the apex of the FTSE 100"  
[X Link](https://x.com/ZynxBTC/status/1979244527937556788) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T17:54Z 7431 followers, XXX engagements


"@ChrisMMillas Metaplanet and Smarter Web will recover. You're a MSTR bull (as am I) surely you must think Metaplanet will be okay now that they have Prefs"  
[X Link](https://x.com/ZynxBTC/status/1979256980003778634) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T18:43Z 7348 followers, 1163 engagements


"@DylanLeClair_ Yeah this is epic. Not sure how you can be bearish on Metaplanet after reading this"  
[X Link](https://x.com/ZynxBTC/status/1979274346968309761) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T19:52Z 7435 followers, 3072 engagements


"If you blame another man for your financial decisions you should reflect on whether you should be actively investing at all. Stick to index funds. Even better just buy Bitcoin and call it a day. If you borrow conviction on X and decide to go all in that's on you. No analyst on here owes you anything. Do your own research. Too many people whining or leaving nasty comments because the stock they've been holding for less than a year hasn't gone up 20x yet. A lot of people forget that the free alpha provided on here is usually found behind big paywalls from equity research desks and firms. We're"  
[X Link](https://x.com/ZynxBTC/status/1979627216695861621) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T19:14Z 7308 followers, 5949 engagements


"@ActuallyClimber @BrianTGoodman I really want to know what makes you say that. That would mean completely breaking historical trends (for Metaplanet at least). I think X mNAV happening again within the next XX months is quite likely but I guess time will tell"  
[X Link](https://x.com/ZynxBTC/status/1979657160197116358) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T21:13Z 7315 followers, 1819 engagements


"Is this capitulation or have things drastically changed for MSTR for Metaplanet Especially with the latter I think within the next XX months it'll happen pretty easily. For MSTR let's see what S&P XXX inclusion does. Friendly wager. Bookmark this"  
[X Link](https://x.com/ZynxBTC/status/1979662182083412454) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T21:33Z 7364 followers, 14.1K engagements


"@ActuallyClimber For sure. I think this case is just particularly interesting/unique considering not that long ago you were more bullish than anyone else. For everyone else do your own due diligence. One of us will be wrong so you build your own conviction"  
[X Link](https://x.com/ZynxBTC/status/1979663032918925776) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T21:37Z 7302 followers, 2545 engagements


"Buying a Bitcoin Treasury Co like Strategy or Metaplanet without having complete conviction in Bitcoin itself is the reason why you're capitulating. You should sell your positions if you do not think Bitcoin is going to $1mil by 2035. I thought this was obvious. Clearly not"  
[X Link](https://x.com/ZynxBTC/status/1979857928879497404) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T10:31Z 7393 followers, 21.2K engagements


"It's insane to me how people are quick to write off the Strategy Preferred's as failed products. Bitcoinisation of the financial system doesn't happen over night. With time they will receive a formal credit rating. Distribution of these Bitcoin-backed fixed income products will also improve. Sometimes in life the secret ingredient is time. Patience is a virtue"  
[X Link](https://x.com/ZynxBTC/status/1979873578855383441) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T11:33Z 7407 followers, 8367 engagements


"Watch how fast sentiment changes and all the Bitcoin bears turn into bulls. Happens every single time. Same will happen for those fading the best Bitcoin Treasuries. Extreme volatility doesn't nullify an entire investment thesis. It was always going to be like this"  
[X Link](https://x.com/ZynxBTC/status/1979921011572088843) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T14:42Z 7324 followers, 6312 engagements


"@TheSidSuri @saylor @gerovich Nailed it. People don't get this yet"  
[X Link](https://x.com/ZynxBTC/status/1979921299779498327) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T14:43Z 7308 followers, XXX engagements


"Yep you've been wrong a lot if your timeframe is XX months. Directionally I think you would have been correct to bet on both Bitcoin going higher and for Metaplanet's mNAV to expand to a level where the arb is profitable again. We will see though. Perhaps you are right and I'll be wrong"  
[X Link](https://x.com/ZynxBTC/status/1979928276115341589) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T15:11Z 7309 followers, XXX engagements


"The Brazilian Bitcoin Treasury Oranje is the next company with a disastrous PIPE-like structure. It certainly doesn't help the industry when these stupid deals are killing sentiment. Strive NAKA Sequans etc. Let's not see a repeat of these type of deals in wave X please"  
[X Link](https://x.com/ZynxBTC/status/1979936717537784132) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T15:44Z 7437 followers, 4199 engagements


"Well you've pretty much hit the nail on the head. The volatility of Bitcoin alone is not for most let alone these BTCTCs. Buying Metaplanet at this mNAV for example as you said pretty much guarantees at least Bitcoin returns. It's cognitive dissonance to think Bitcoin is going to $1mil and then to fade the companies accumulating the most Bitcoin. I think we'll look back on this with bewilderment"  
[X Link](https://x.com/ZynxBTC/status/1979946001114005695) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T16:21Z 7393 followers, 1102 engagements


"For the record I think that long term Strive and Nakamoto will do relatively well from here. They will never be the darlings of the scene like Strategy or Metaplanet but the truth is they will outperform XX% of equities. Obviously if you bought before the unlocks you're likely never making that back in Bitcoin terms. Permitted there aren't any more silly deals. even at X mNAV you'll get outperformance or if they do not deviate too far from this. This is the power of having Bitcoin on the balance sheet. For us Bitcoin is the hurdle rate and then for the Bitcoin Treasuries MSTR is. TradFI"  
[X Link](https://x.com/ZynxBTC/status/1979951072484667457) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T16:41Z 7323 followers, 2960 engagements


"Buying Bitcoin is the single most consequential thing you can do for the betterment of your future. No Politician is coming to save you"  
[X Link](https://x.com/ZynxBTC/status/1979999600799851003) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T19:54Z 7308 followers, 3119 engagements


"It's nice to finally see some green. As I said sentiment can change extremely quickly. It's too early to say whether this is the start of a reversal but I remain confident that those who capitulated and panicked sold are going to regret it. We're going to be just fine ✅"  
[X Link](https://x.com/ZynxBTC/status/1980190164954865706) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T08:31Z 7317 followers, 5824 engagements


"Most of Bitcoin's incredible historic performance has happened over a few short days. You do not want to be the person who missed out because you were too impatient. That is why we HODL. It will be the same for the best Bitcoin Treasuries. Have a low time preference"  
[X Link](https://x.com/ZynxBTC/status/1980227630638284809) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T11:00Z 7425 followers, 2064 engagements


"@comic Zoom out"  
[X Link](https://x.com/ZynxBTC/status/1980257141609918513) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T12:57Z 7433 followers, XXX engagements


"@BitcoinJimmy21 Cash-secured puts. This will pay for the dividends for the Prefs"  
[X Link](https://x.com/ZynxBTC/status/1980276629218689280) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T14:15Z 7393 followers, XXX engagements


"@SullyMichaelvan Holding the UK flag for Metaplanet here 🫡"  
[X Link](https://x.com/ZynxBTC/status/1980330672050094567) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T17:49Z 7399 followers, XXX engagements


"@RoryCooney @gefjon_nasira It's on the to do list for sure. Kinda makes me more bullish on SWC/Metaplanet/Capital B if he's not coming to their markets. As a MSTR shareholder I'd prefer if they focused domestically anyway. Let others get some cake"  
[X Link](https://x.com/ZynxBTC/status/1980358763921146330) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T19:41Z 7308 followers, XXX engagements


"@kirby_tex Absolutely. Metaplanet is at a great bargain even now"  
[X Link](https://x.com/ZynxBTC/status/1980360094950023587) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T19:46Z 7305 followers, XXX engagements


"@llovasi1 I'm not invested in any of these companies by the way but Germany has deep capital markets and is the centre of the EU. I do hold Capital B and expect them to win Europe"  
[X Link](https://x.com/ZynxBTC/status/1980366022113898668) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T20:10Z 7376 followers, XXX engagements


"@mc_khristina Yes of course MTPLF is trading on the OTCQX. Not only what you said but I actually think global liquidity will also improve. It's far easier in the UK and Europe to trade stocks on the Nasdaq then on the Tokyo Stock exchange"  
[X Link](https://x.com/ZynxBTC/status/1980403769541296156) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T22:40Z 7404 followers, XXX engagements


"@TRSheva Agreed. We are not really in a bull market"  
[X Link](https://x.com/ZynxBTC/status/1980568701905846724) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T09:35Z 7426 followers, XXX engagements


"@staffordmasie True. Africa is where Bitcoin is proving itself to be a MoE more than anywhere else in the World"  
[X Link](https://x.com/ZynxBTC/status/1980614316739944592) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T12:37Z 7420 followers, XXX engagements


"@comic The point of the post is about those selling Metaplanet at such lows to then buy another stock that's 10x'd. Metaplanet will be back you'll see"  
[X Link](https://x.com/ZynxBTC/status/1980640064838463774) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T14:19Z 7428 followers, XXX engagements


"@idahoskier67 No lol"  
[X Link](https://x.com/ZynxBTC/status/1980648615640199465) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T14:53Z 7426 followers, XXX engagements


"It's been said but feel it needs repeating. Smarter Web has raised more money than the entire London Stock Exchange this year. Let that sink in"  
[X Link](https://x.com/ZynxBTC/status/1974100173317157076) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-03T13:12Z 7441 followers, 8480 engagements


"Some people sold their MSTR and Metaplanet to rotate into IREN and other Bitcoin miners this week. IREN is up 10x over the last X months. Selling the Bitcoin Treasuries at their lows to buy a stock that has run up so much like this is literally selling low and buying high. Hope it works out"  
[X Link](https://x.com/ZynxBTC/status/1979605329554932160) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T17:47Z 7442 followers, 17.6K engagements


"@klaus_koo @NakikiBTC Have they bought Bitcoin Apparently that is disputed. This is what this company is saying"  
[X Link](https://x.com/ZynxBTC/status/1980354768104222913) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T19:25Z 7440 followers, XXX engagements


"@klaus_koo @NakikiBTC If they haven't bought any Bitcoin then they can't be the first lol"  
[X Link](https://x.com/ZynxBTC/status/1980357129388323205) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T19:35Z 7440 followers, XXX engagements


"Max pain is Bitcoin chopping around in this price range for the rest of Q4. It always does the opposite to what most people expect. Too many of us were expecting Q4 to be wonderful so expect it not to be now. This is the Bitcoin way. Enjoy"  
[X Link](https://x.com/ZynxBTC/status/1980561388960641541) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T09:06Z 7442 followers, 4898 engagements


"We are not in a Bitcoin bull market. Expect sentiment to return for Smarter Web when the tide for Bitcoin itself changes. It's good because we can focus on uplisting to the London Stock Exchange and getting our ducks in a row. All is well"  
[X Link](https://x.com/ZynxBTC/status/1980609102100242857) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T12:16Z 7441 followers, 4728 engagements


"@RoaringRagnar Looking increasingly likely. This has not been a bull market"  
[X Link](https://x.com/ZynxBTC/status/1980609726535680338) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T12:18Z 7442 followers, 1335 engagements


"@Michaeljdobbin Yes"  
[X Link](https://x.com/ZynxBTC/status/1980610892363350043) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T12:23Z 7441 followers, XXX engagements


"For the sake of my privacy I am unable to own more than X% of Smarter Web. In the UK you do have to publicly disclose if you own more than a certain threshold of a company listed on a UK stock exchange. I have always intentionally remained below this threshold. If this rule didn't exist I'd almost certainly have a larger position. There are ways around this but it involves playing games and other people lol. I'm often asked if my investments in other Bitcoin Treasuries means I'm less bullish on Smarter Web. It's not that at all. I fully support the company and expect it do extremely well."  
[X Link](https://x.com/ZynxBTC/status/1980730196736036926) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T20:17Z 7442 followers, 6817 engagements


"So both Eric Trump and Donald Trump Jr are heavily involved in American Bitcoin. A Bitcoin Miner + Bitcoin Treasury play. 1) This company is probably going to do well. 2) How on Earth can you fade Bitcoin when the Trump's are clearly positioning themselves Strong signal"  
[X Link](https://x.com/ZynxBTC/status/1981022912686522844) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-22T15:40Z 7442 followers, 3181 engagements


"🚨Hey guys I need to give you an urgent update on the Canadian Treasury Stock $LQWD. For transparency I own a XXXX% stake in the business. I have not sold anything and don't plan to for now. I still believe it has the tools to be incredibly successful but there are some pressing issues here. I feel that I need to do this as I've been pushing and promoting the stock in this group and it's only right that I say this. So to begin with there is a private placement offering at $XXXX just announced even though the share price closed at $XXXX on Friday. This is a XXXX% discount. This is wrong. We"  
[X Link](https://x.com/ZynxBTC/status/1939256377030947066) [@ZynxBTC](/creator/x/ZynxBTC) 2025-06-29T09:35Z 7441 followers, 40.3K engagements


"The good news about all this strategy to "defend the mNAV" debate is we're about to get some real case studies. @BenWerkman has just pretty much confirmed that Sequans will be using cash to buy back shares to defend the mNAV. LQWD are on the precipice of dropping below X mNAV and loses $2-3mil a year. They may have to sell Bitcoin and buy back shares if things don't change otherwise it's looking incredibly bleak unless anyone else has other ideas. @Z06Z07 has some interesting ideas around this that I'm pondering. I'm not in favour of the wait and pray playbook because the market may never"  
[X Link](https://x.com/ZynxBTC/status/1963658906669867134) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-04T17:42Z 7442 followers, 3719 engagements


"Sequans and Semler should seriously consider issuing Bitcoin-denominated convertible bonds to get mNAV back above X. Capital B doesn't get enough credit for pioneering this it's financial engineering at its finest. Add a XX% premium so that the conversion is at a mNAV comfortably above X and thus highly accretive. Worst case The bond doesnt convert and you simply return the Bitcoin but this allows both companies to continue to add Bitcoin to their balance sheet in an accretive way. Perhaps coupled with share buybacks and I can really see this working to be honest. @BenWerkman @IIICapital"  
[X Link](https://x.com/ZynxBTC/status/1964122283032613158) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-06T00:23Z 7441 followers, 7407 engagements


"I created a Smarter Web vs Next PLC pie. SWC is only XXX% of the market cap of Next a British clothing retailer. It's where I bought my first suit as a teen 😅 They are ranked 39th on the FTSE XXX. When do you think Smarter Web will surpass their market cap of 14.8bn"  
[X Link](https://x.com/ZynxBTC/status/1964628928091631803) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-07T09:56Z 7440 followers, 2807 engagements


"Exhibit A: NAKA. Exhibit B: Sequans. Retail will struggle to forgive this"  
[X Link](https://x.com/ZynxBTC/status/1967574362510516522) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-15T13:00Z 7435 followers, 1093 engagements


"The ATM on its own is not enough for a Bitcoin Treasury Company to have a mNAV premium. We need to see the amount of leverage in the space SIGNIFICANTLY increase. The problem for the smaller companies is that they do not have sufficient scale to offer Pref's which are currently the best form of intelligent leverage to eat the local fixed income market. So what else I vote for Bitcoin-denominated convertible bonds which were pioneered by Capital B. It's genuinely a win-win scenario for both investor and the company. I am shocked that no one in the US has done this yet. The point is there is no"  
[X Link](https://x.com/ZynxBTC/status/1971545394824790227) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-26T12:00Z 7442 followers, 10.1K engagements


"Well well well looks like we've got our first real life example of mNAV defence by a Bitcoin Treasury. Sequans has announced a share buyback of up to XX% of ADS. Of course this is accretive to shareholders as mNAV is below X so NAV/share increases. Time to test the thesis"  
[X Link](https://x.com/ZynxBTC/status/1973008480366993449) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-30T12:54Z 7438 followers, 19K engagements


"Smarter Web has just announced the appointment of Randal Casson to the Board as an Independent Non-Executive Director with immediate effect. Conditions for London Stock Exchange uplisting has now been met ✅ Big moves are being made. FTSE XXX within the next X months"  
[X Link](https://x.com/ZynxBTC/status/1973273728311308313) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-01T06:28Z 7438 followers, 13.5K engagements


"Strongly disagree with @RichardByworth that Sequans should have sold their Bitcoin. How can you defend mNAV ISSUE a Bitcoin-denominated convertible bond at a XX% premium with a X year duration as well as buying back shares. You can still accumulate Bitcoin at 0.8x mNAV in this manner. This is how you smash the shorts and win. No need to sell your Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1973785092343419268) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-02T16:20Z 7438 followers, 7764 engagements


"Sequans need to issue a Bitcoin-denominated convertible bond at a XX% premium with a X year duration. This along with buying back shares will save the company. @coryklippsten @BenWerkman do this ASAP"  
[X Link](https://x.com/ZynxBTC/status/1973785389371445678) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-02T16:21Z 7438 followers, 3215 engagements


"I'm extremely optimistic about Bitcoin and the Bitcoin Treasuries I hold. I like to be a contrarian in my positions as it's usually where the most opportunity comes from. If even the battle-hardened folk on here are capitulating it means we aren't too far off from the bottom. This is just my observations. I am liking Strategy Metaplanet Smarter Web Capital B and H100 at these price points. I still expect Bitcoin to run up to $150k+ within the next X months and I just don't think it's likely for these companies to continue to see their mNAV compress in such an environment. Perhaps I'm wrong"  
[X Link](https://x.com/ZynxBTC/status/1976532730436305259) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-10T06:18Z 7441 followers, 5497 engagements


"The UK has trillions of pounds worth of unfunded public sector pension liabilities. This might be controversial but I think everyone should stop paying into their pension. One of three things are going to happen: 1) You're not going to get it. 2) They will push retirement age to XX. 3) It will be massively devalued. This is just the maths. It will be wiser to start buying Bitcoin every month which allows you to be sovereign and not at the mercy of incompetent politicians. Do not leave your retirement in the hands of the state. You've been warned"  
[X Link](https://x.com/ZynxBTC/status/1977632058924044573) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-13T07:06Z 7434 followers, 4271 engagements


"🚨Important Question with Regards to the New Metaplanet Share Count. I hope @DylanLeClair_ or @gerovich can help us out. Share count (before international offering): - Basic: 755974340 - Diluted: 953142925 - Difference: 197168585 Share count (after international offering): -Basic: 1140974340 -Diluted: 1434392925 - Difference: 293418585 Additional fully diluted shares after international offering: 96250000 Where do those additional shares come from Any new warrants or options If I've missed anything please do point it out. Just struggling here. I know @RoaringRagnar has asked this too"  
[X Link](https://x.com/ZynxBTC/status/1977797536086716468) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-13T18:04Z 7440 followers, 51.4K engagements


"I love bear markets. It reveals a lot. I'm talking about the Bitcoin Treasuries of course. I was always prepared to ride my positions to XXX mNAV if need be. I remember MSTR trading at a XXX mNAV in 2022. It took X years before it surpassed its all time high in 2021. I'm prepared to swim in deep waters once more. I struggle to see how relatively wealthy people who presumably have held Bitcoin for at least one cycle lose their shit because of mNAV compression. We've been here before many times over with Bitcoin itself. Strategy Metaplanet Smarter Web Capital B and H100 to name a few are all up"  
[X Link](https://x.com/ZynxBTC/status/1978055935462457477) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-14T11:11Z 7440 followers, 28.9K engagements


"If you think Bitcoin is going to $1mil and then $10mil a coin it is cognitive dissonance to be bearish on the companies stacking the most Bitcoin. What does the balance sheet of Strategy Metaplanet Smarter Web and Capital B etc look like at these prices Yeah exactly"  
[X Link](https://x.com/ZynxBTC/status/1978360995350208802) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-15T07:23Z 7441 followers, 36.1K engagements


"I think this needs to be addressed. There is an uneasy dynamic between the management of the Bitcoin Treasuries and shareholders. Under the guise of accretive dilution these teams can print their own shares and salaries whilst shareholders bear all the risk. Essentially management are winning regardless. Hardly any of these companies have profitable operating businesses yet the exec team is on millions of dollars/year with a gazillion share options and warrants. There's no value creation. Saylor and Strategy has done all the work. The playbook is very simple. When capital is dry and mNAV is 1"  
[X Link](https://x.com/ZynxBTC/status/1978825299841147351) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-16T14:08Z 7441 followers, 10.7K engagements


"Current drawdowns from ATHs: Bitcoin 🟠 = -XXXX% MSTR = -XXXX% Metaplanet = -XXXX% Capital B = -XXXX% Smarter Web = -XXXX% Are you feeling the pain yet"  
[X Link](https://x.com/ZynxBTC/status/1979195045715530045) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T14:37Z 7442 followers, 64.3K engagements


"@saylor We like the stock. Keep pumping our Bitcoin bags sir"  
[X Link](https://x.com/ZynxBTC/status/1980243756336242895) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T12:04Z 7440 followers, 3142 engagements


"@hswinters13 Patience"  
[X Link](https://x.com/ZynxBTC/status/1980259288829264255) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T13:06Z 7442 followers, XXX engagements


"The Strategy Preferred's will be taking in billions of dollars on a weekly basis by 2030. Here's why: -Formal credit ratings. -X year track record of paying dividends. -Bitcoin at $500k. -Banks will accept Bitcoin as collateral. -Strategy in the S&P XXX. Fade at your peril"  
[X Link](https://x.com/ZynxBTC/status/1980263112172503164) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T13:21Z 7442 followers, 7835 engagements


"Metaplanet is the most undervalued equity in the world right now. I am standing on this. The maths behind the Preferreds is actually insane. The Bitcoin torque generated is a thing of beauty. Read this over and over until it's in your brain. If Bitcoin compounds at a heavily sandbagged XX% a year and the Pref dividend is at a flat X% per year for XX years then issuing the Prefs is economically equivalent to issuing new equity today at 2.53x mNAV without diluting common shareholders. At a 2.53x mNAV it effectively means Metaplanet can buy Bitcoin at a XXXX% discount. Quick reference for"  
[X Link](https://x.com/ZynxBTC/status/1980272948897251733) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T14:00Z 7442 followers, 78.5K engagements


"Had to run the maths over and over in my head. It checks out. This is the most undervalued stock in the world. I recommend crunching the numbers for yourself. It is mind blowing. Low time preference and strong conviction in Bitcoin is all you need"  
[X Link](https://x.com/ZynxBTC/status/1980273759870222845) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T14:03Z 7442 followers, 6417 engagements


"I heard everyone in the Dojo is capitulating. You sure want to sell at such lows to rotate into the Miners after they 10x'd Crunched the numbers the Prefs are a killer for Metaplanet"  
[X Link](https://x.com/ZynxBTC/status/1980274191073947849) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T14:05Z 7442 followers, 7849 engagements


"I have a renewal in my excitement for what lies ahead for Bitcoin and the best Bitcoin Treasuries. Strategy is the spearhead to shift the Overton Window for Bitcoin-backed fixed income products. Metaplanet is the cavalry. Smarter Web and Capital B just need to be ready in 2027-2028 to capitalise. The timing is perfect. The Bitcoinisation of TradFi was always going to take time. I see people moaning about how "little" capital the Prefs are raising. as if all of a sudden these fund managers at Institutions were going to have the mandate overnight to buy these products. The tsunami is coming. We"  
[X Link](https://x.com/ZynxBTC/status/1980282955667808604) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T14:40Z 7442 followers, 9428 engagements


"Let Strategy do the hard work of getting the market ready and accustomed to Bitcoin-backed fixed income products. Smarter Web just needs to be ready by 2027. At that point we'll be in the FTSE XXX and hopefully with 25000 Bitcoin. It'll all work out"  
[X Link](https://x.com/ZynxBTC/status/1980283711775285264) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T14:43Z 7440 followers, 5065 engagements


"@KingPinInvestor No. I think Metaplanet will outperform Bitcoin for the next 5-10 years but I'm still keeping most of my portfolio in cold-storage Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1980314341892374771) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T16:45Z 7436 followers, XXX engagements


"@skywalters It will take time. There's trillions of dollars worth of capital that will eventually buy these Prefs"  
[X Link](https://x.com/ZynxBTC/status/1980318667503264222) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T17:02Z 7441 followers, XXX engagements


"UTXO and therefore Nakamoto are backing Germany's first Bitcoin Treasury Company. Exclusive presentation right now for Sovereign XX members. German 10-year bonds at XXXX% as of writing 👀 Join Sovereign XX here:"  
[X Link](https://x.com/ZynxBTC/status/1980322731569869191) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T17:18Z 7442 followers, 6217 engagements


"I've got bad news for most Bitcoin Treasury Companies. You have to win your major local capital market or die. Remember Semler Scientific. The 2nd US PubCo to put Bitcoin on the balance sheet Faded into irrelevance and is now being acquired. The truth is there will probably only be 5-10 companies worldwide that are able to run the Saylor flywheel playbook. That means issuing equity the ATM and eventually offering Bitcoin-backed fixed income products like Preferreds. Why Because you need sufficient trading volume for the strategy to be viable. There's been 20+ UK Bitcoin Treasury announcements"  
[X Link](https://x.com/ZynxBTC/status/1980338008889929890) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T18:19Z 7442 followers, 11.9K engagements


"I'm starting a public portfolio. $0-$1mil by 2035 using only X revenue. First purchase last Friday. I want to show that it is possible to outperform every hedge fund in the world with a relatively small amount of capital primarily through the power of Bitcoin and smart strategies. This will include options and leverage. There are X main benchmarks: 1) S&P XXX. 2) Bitcoin. For fun I want to also compete with n at Stravera Capital :) What are the rules I can only use income generated through X to contribute to the portfolio. This includes any subscriptions. The idea is to mimic the average"  
[X Link](https://x.com/ZynxBTC/status/1980354320064184544) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T19:23Z 7442 followers, 27.9K engagements


"Only a few of us remain in these treacherous times. Starting a public portfolio. $0-1mil by 2035 using X revenue only. BTC BTC Treasuries leverage and options. BTC/Metaplanet at a 65/35 split is the first move"  
[X Link](https://x.com/ZynxBTC/status/1980356529816748440) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T19:32Z 7442 followers, 5585 engagements


"I'm only interested in eventual Bitcoin Credit issuers. The companies that will have 100000+ Bitcoin on their balance sheet and eat their local fixed income market. Only X that have established total dominance over their market are Strategy and Metaplanet Smarter Web are dominating but the UK is not completely won yet. I'm betting they will win though. Same story for Capital B . Running away with it in France but the wider Eurozone might end up being the most competitive arena in the world. Nordics and H100 is also the same. It's early doors and nothing is set in stone. I genuinely have no"  
[X Link](https://x.com/ZynxBTC/status/1980367857553928265) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T20:17Z 7440 followers, 4984 engagements


"Metaplanet listing on the Nasdaq would be amazing. Another Bitcoin Treasury Co that isn't even listed on the OTC Markets yet spoke about a potential Q1 2026 listing. Seemls like a natural progression for Metaplanet which would make it a truly global company. Not priced in"  
[X Link](https://x.com/ZynxBTC/status/1980402269876011302) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T22:34Z 7442 followers, 8194 engagements


"The reason why more young people aren't into Bitcoin is very obvious. 1) They have no money. Society has robbed them of a future. 2) The ROI on Bitcoin is enough for those with capital but if you have $5k you will take your chance with meme coins to 100x instead. 3) Financial education is generally poor. 4) Because of point X they are turning into Communists. Not much else to say. This is the FIAT system"  
[X Link](https://x.com/ZynxBTC/status/1980593189250551854) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T11:13Z 7442 followers, 87.2K engagements


"@RoaringRagnar Yep. Bitcoin bull my arse if we can't even beat the S&P XXX lol. A real actual Bitcoin bull will be so much fun"  
[X Link](https://x.com/ZynxBTC/status/1980610714457759874) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T12:22Z 7441 followers, XXX engagements


"@mriemer Loool just tag him bro @ActuallyClimber"  
[X Link](https://x.com/ZynxBTC/status/1980627148827144205) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T13:28Z 7440 followers, 1640 engagements


"@jakob_btc Bitcoin will allow people to compete fairly without currency manipulation. Inequality will persist"  
[X Link](https://x.com/ZynxBTC/status/1980636426913083787) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T14:04Z 7442 followers, 2211 engagements


"This is why you don't FOMO into positions. Everyone was selling out from their Bitcoin Treasury positions at lows such as Strategy and Metaplanet to rotate into the Miners/AI plays. Buying IREN which just 10x'd after selling a stock that went down XX% is how you lose money"  
[X Link](https://x.com/ZynxBTC/status/1980637970073096440) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T14:11Z 7442 followers, 12.7K engagements


"@comic Winners like what"  
[X Link](https://x.com/ZynxBTC/status/1980640727228117287) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T14:22Z 7439 followers, XXX engagements


"@klaus_koo At these prices Excellent trade imo"  
[X Link](https://x.com/ZynxBTC/status/1980642205741248921) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T14:27Z 7440 followers, XXX engagements


"Any research notes by TradFI companies are a complete waste of time. I do not want to see any Bitcoin Treasury Co posting them anymore. "Metaplanet to 2440 JPY by 2026 EOY" "We maintain a buy recommendation for Smarter Web" I could go on and on but it means jack diddly squat. Not only is it very easy to swing them a few bucks to be positive about your stock a random ANON account on X with XX followers is likely to be more knowledgable. Thank you"  
[X Link](https://x.com/ZynxBTC/status/1980671323727667274) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T16:23Z 7442 followers, 2360 engagements


"If Jeff from True North sold MSTR and became bearish on the stock and even Bitcoin itself I wonder how the irresponsibly long MSTR community would feel This is exactly what's happened with Climb and Metaplanet now everyone is upset lol. Some are speculating that Climb was paid by hedge funds to create FUD or that there is some sort of foul play going on. honestly I don't think so. Guy just changed his mind. No problem. I hate to break it to you all. but you can only rely on yourself in this life. Build your own conviction. Yes it surprised me greatly but the game is the game. No crying at the"  
[X Link](https://x.com/ZynxBTC/status/1980679919832072282) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T16:57Z 7442 followers, 30.2K engagements


"@mars_quaking Respect brother. You understand Bitcoin you are rich"  
[X Link](https://x.com/ZynxBTC/status/1980688173588987988) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T17:30Z 7440 followers, XXX engagements


"Hahaha Peter Duan you are such a coward. Unfollowed and then Blocked me because I tagged @ActuallyClimber in a post he made suggesting that Climb was paid by Hedge Funds to change his position. He tried to lecture me in the DMs like I was a child accusing me of starting "unnecessary drama". Everyone knew who he was talking about. I tagged for the Lols. I prefer straight shooters personally. Well here's the drama you wanted :) As always gentlemen no crying in the casino"  
[X Link](https://x.com/ZynxBTC/status/1980691563471843330) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T17:44Z 7442 followers, 14.4K engagements


"@ActuallyClimber Let me make it clear. I own more Metaplanet than most people on here. I'm not going to blame CLIMB or any other MAN for the share price. WTF"  
[X Link](https://x.com/ZynxBTC/status/1980693350010491091) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T17:51Z 7442 followers, 2362 engagements


"@klaus_koo I like Climb and would be nice to have him on board but absolutely no chance do I allocate my money without doing my own research. Metaplanet will be fine (IMO). It's perfectly okay if he wants to allocate elsewhere :)"  
[X Link](https://x.com/ZynxBTC/status/1980696565732794646) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T18:03Z 7442 followers, 1252 engagements


"@kayathepitbull Most of my wealth is in cold-storage Bitcoin. Made that clear always and will continue to do so :)"  
[X Link](https://x.com/ZynxBTC/status/1980722454403166550) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T19:46Z 7442 followers, XXX engagements


"Bitcoin is what engineers call the "terminal design" for money. It is already so efficient and perfectly suited to its purpose that any changes are purely cosmetic or marginal. Just like the ballpoint pen safety pin or a paper clip. It's form is final. Gold has been usurped"  
[X Link](https://x.com/ZynxBTC/status/1980743342830022837) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-21T21:09Z 7442 followers, 2276 engagements


"Europe is going to be the most competitive battleground in the world for the Bitcoin Treasuries. It's also going to be one of the most interesting. I currently hold Capital B who were the first movers on the continent. I also have a smaller position in H100 . However we now have companies in Germany Netherlands and Switzerland coming live. They all have their own local capital markets to eat with France and Germany being particularly deep. but there's also the wider European market. High levels of integration and interoperability means that there doesn't need to be a local champion in each"  
[X Link](https://x.com/ZynxBTC/status/1980994900721053905) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-22T13:49Z 7442 followers, 2938 engagements


"@ChrisMMillas Most of this I agree with. Formatting + Bolding killed my eyes. My point of contention is that I think there is room for a major winner in the UK and Europe as two distinct large markets. Strategy is X of X no one is catching them. Metaplanet are looking odds on for Asia"  
[X Link](https://x.com/ZynxBTC/status/1981009953528906176) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-22T14:49Z 7442 followers, XXX engagements


"I've not seen an opportunity as obvious as Metaplanet in such a long time. I could be wrong but at XXX mNAV and the ambition to accumulate 100000 Bitcoin by 2026 EOY I cannot fade this. Any significant upward move in Bitcoin price and we will get mNAV expansion once more"  
[X Link](https://x.com/ZynxBTC/status/1981043866661786094) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-22T17:03Z 7442 followers, 3294 engagements


"This is one of the most important educational images ever created about why we need Bitcoin. I like to remind the timeline every so often as it's a phenomenal piece of work that explains the issue of monetary debasement so succinctly. Please like and repost for visibility :)"  
[X Link](https://x.com/ZynxBTC/status/1981077492816281811) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-22T19:17Z 7442 followers, 1558 engagements