[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.] #  @masayoshisson Masa’s Son Masa’s Son posts on X about $lu, coinbase, chains, insider the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::2981260875/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXX +6,192% ### Mentions: XX [#](/creator/twitter::2981260875/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +1,850% ### Followers: XXX [#](/creator/twitter::2981260875/followers)  - X Week XXX +1.30% - X Month XXX +18% - X Months XXX +783% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::2981260875/influencer_rank)  ### Social Influence [#](/creator/twitter::2981260875/influence) --- **Social category influence** [technology brands](/list/technology-brands) XXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [exchanges](/list/exchanges) XXXX% [finance](/list/finance) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$lu](/topic/$lu) #5, [coinbase](/topic/coinbase) #2289, [chains](/topic/chains) 2.22%, [insider](/topic/insider) #1744, [$hydx](/topic/$hydx) #61, [hydx](/topic/hydx) 1.48%, [$aero](/topic/$aero) #97, [czbinance](/topic/czbinance) #3087, [$akt](/topic/$akt) #67, [imo](/topic/imo) XXXX% **Top accounts mentioned or mentioned by** [@base](/creator/undefined) [@coinbase](/creator/undefined) [@4wnshtf](/creator/undefined) [@aerodromefi](/creator/undefined) [@starfoxbtc](/creator/undefined) [@hydrexfi](/creator/undefined) [@luckyca66355138](/creator/undefined) [@baseapp](/creator/undefined) [@jameswynnreal](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@ruglordai](/creator/undefined) [@moonpigmeme](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@starfox_btc](/creator/undefined) [@arbitrageandy1](/creator/undefined) [@amitisinvesting](/creator/undefined) [@wagmialexander](/creator/undefined) [@datac58218](/creator/undefined) [@czbinance](/creator/undefined) **Top assets mentioned** [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Hydrex (HYDX)](/topic/$hydx) [Aerodrome (AERO)](/topic/$aero) [Akash Network (AKT)](/topic/$akt) [Alibaba Group (BABA)](/topic/$baba) ### Top Social Posts [#](/creator/twitter::2981260875/posts) --- Top posts by engagements in the last XX hours "1// oct X - samsung recursive reasoning as novel model architecture replacing lengthy CoT reasoning through XX think cycles with X recursions each excels at objective tasks with X% of the parameters of frontier LLMs not applicable to subjective tasks" [X Link](https://x.com/masayoshisson/status/1978998010404090047) [@masayoshisson](/creator/x/masayoshisson) 2025-10-17T01:34Z XXX followers, XX engagements "@Starfox_BTC @4WNSHTF @AerodromeFi @coinbase @base @HydrexFi you're in denial and you refuse to acknowledge the basic concepts of the foundation underpinning $hydx come on man - get over yourself haha (and yes I'll leave you the last word so that you feel better about yourself and this rant)" [X Link](https://x.com/masayoshisson/status/1975595941219737714) [@masayoshisson](/creator/x/masayoshisson) 2025-10-07T16:15Z XXX followers, XXX engagements "$lu I'll leave this chart here so you can draw your own conclusions heavy capitulation in trend reversal +43% in last month -XX% off aths" [X Link](https://x.com/masayoshisson/status/1973429456200175718) [@masayoshisson](/creator/x/masayoshisson) 2025-10-01T16:47Z XXX followers, XXX engagements "long-end of the yield curve is finally moving the US XX year just fell below X% marking a XX week low the floodgates are beginning to open if we end up getting more rate cuts I don't see major downside catalysts for equities for quite a while" [X Link](https://x.com/masayoshisson/status/1978868967667036233) [@masayoshisson](/creator/x/masayoshisson) 2025-10-16T17:01Z XXX followers, XX engagements "wen $aero listing sir @cz_binance" [X Link](https://x.com/masayoshisson/status/1979245226024735099) [@masayoshisson](/creator/x/masayoshisson) 2025-10-17T17:56Z XXX followers, XX engagements "@gregosuri @gregosuri great update achieving product-market fit and solving both the supply and demand constraints that $akt currently faces would strongly consider EVM chains such as @base where you have a competitive advantage be willing to pivot (which you are) but do so quickly" [X Link](https://x.com/masayoshisson/status/1977032680056504781) [@masayoshisson](/creator/x/masayoshisson) 2025-10-11T15:24Z XXX followers, XXX engagements "$lu is the og play (but currently suspended bc of auditor change) - expect profit reversal once the reporting resumes probably deepest value play out there and still trading in us $qfin has higher margins bc theyre less aggressive building provisions for losses (account for much of the margin delta to $finv) - that actually makes $finv more attractive and relative rr imo + XX% insider shares + growing loan book (while the others struggle with growth in recent qqs) dont think $lx has any moat given full reliance on ecommerce (thats why I actually like $lu most - they have deep integration with" [X Link](https://x.com/masayoshisson/status/1972189329754661071) [@masayoshisson](/creator/x/masayoshisson) 2025-09-28T06:39Z XXX followers, XXX engagements "@akashnet_ @gregosuri great update achieving product-market fit and solving both the supply and demand constraints that $akt currently faces would strongly consider EVM chains such as @base where you have a competitive advantage be willing to pivot (which you are) but do so quickly" [X Link](https://x.com/masayoshisson/status/1977032628978250104) [@masayoshisson](/creator/x/masayoshisson) 2025-10-11T15:24Z XXX followers, XXX engagements "$lu the stock is moving highly unusual options activity further supporting leg up (thanks @luckyca66355138) - I think it may be the hk trading resumption high risk high reward - tread carefully" [X Link](https://x.com/masayoshisson/status/1970127837320434131) [@masayoshisson](/creator/x/masayoshisson) 2025-09-22T14:07Z XXX followers, XXX engagements "has our administration leadership considered firing this retard @jamiesongreer going out on aggressive anti china crusades just because he couldnt get his call returned by xi is not a good look for diplomacy and the messages our leaders send @POTUS @JDVance @EricTrump" [X Link](https://x.com/masayoshisson/status/1978197417477521469) [@masayoshisson](/creator/x/masayoshisson) 2025-10-14T20:33Z XXX followers, XX engagements "@AchillesDes @jdmsparky thats exactly why I like $lu (I know its contrarian) theres no real competitive differentiation among the others as they all compete for the same customer with the same offering if you believe credit sales will not be fully automated for 2-3 years exceptional rr" [X Link](https://x.com/masayoshisson/status/1972295752677572875) [@masayoshisson](/creator/x/masayoshisson) 2025-09-28T13:42Z XXX followers, XXX engagements "many promising AI model papers have been published across last couple days thread to keep track" [X Link](https://x.com/masayoshisson/status/1978998007275110556) [@masayoshisson](/creator/x/masayoshisson) 2025-10-17T01:34Z XXX followers, XX engagements "@groksuperman @USTradeRep it does matter thats the zero sum mindset that destroys the US you cannot win without engaging in rational diplomacy" [X Link](https://x.com/masayoshisson/status/1978504055103148533) [@masayoshisson](/creator/x/masayoshisson) 2025-10-15T16:51Z XXX followers, XXX engagements "@Starfox_BTC @4WNSHTF @AerodromeFi @coinbase @base @HydrexFi if you dont understand the ve33 model (which you clearly dont yet still allocate to at least one) Id suggest you educate yourself about what youre investing in this is whats fucked in crypto: no one actually does the fundamentals work only chasing the next pump" [X Link](https://x.com/masayoshisson/status/1975589137072677182) [@masayoshisson](/creator/x/masayoshisson) 2025-10-07T15:48Z XXX followers, XXX engagements "@luckyca66355138 $lu XX week highs just broke wrote about this back in february built exposure $2.35-$2.50 fair value with super conservative assumptions and loan balance well below what I expect to see once mgmt reports $XXXX (does not factor in profitability in FY25)" [X Link](https://x.com/masayoshisson/status/1973426720717021303) [@masayoshisson](/creator/x/masayoshisson) 2025-10-01T16:36Z XXX followers, XXX engagements "@SixSigmaCapital I like the value play but I wouldnt take a position bc theyll be the first to exit the quick delivery business imo its the least naturally positioned between them $baba and $meituan we shall see" [X Link](https://x.com/masayoshisson/status/1975719877135769910) [@masayoshisson](/creator/x/masayoshisson) 2025-10-08T00:28Z XXX followers, XXX engagements "$lu if you can't stomach the vol this game is not for you no news that would require thesis reevaluation still expect hk trading resumption (would set up god tier run) and/ or special dividend like in fy24" [X Link](https://x.com/masayoshisson/status/1974122010386317454) [@masayoshisson](/creator/x/masayoshisson) 2025-10-03T14:38Z XXX followers, XXX engagements "@luckyca66355138 $lu wrote about this in february - deep value thesis for the win still -XX% off aths and momentum really coming in now (+35% in one month now) continuing exceptional risk-reward" [X Link](https://x.com/masayoshisson/status/1972720926715191310) [@masayoshisson](/creator/x/masayoshisson) 2025-09-29T17:51Z XXX followers, XXX engagements "@Starfox_BTC @4WNSHTF @AerodromeFi @coinbase @base @HydrexFi about what" [X Link](https://x.com/masayoshisson/status/1975584619178213396) [@masayoshisson](/creator/x/masayoshisson) 2025-10-07T15:30Z XXX followers, XXX engagements "$lu might turn into my favorite deep value play only for the peak contrarians among you" [X Link](https://x.com/masayoshisson/status/1968364918689992954) [@masayoshisson](/creator/x/masayoshisson) 2025-09-17T17:22Z XXX followers, XXX engagements "@CryptoDaily_DB @TomCrownCrypto @cz_binance" [X Link](https://x.com/masayoshisson/status/1978596139269030237) [@masayoshisson](/creator/x/masayoshisson) 2025-10-15T22:57Z XXX followers, XX engagements "have seen several papers (tencent meta) published in the last days that claim to have solved continuous learning this may be the next AI frontier (with drastic implications for by now commonly excepted wisdoms of investors) looking more into this" [X Link](https://x.com/masayoshisson/status/1978597760614998200) [@masayoshisson](/creator/x/masayoshisson) 2025-10-15T23:04Z XXX followers, XXX engagements "@MrMikeInvesting its not - their business model gets crushed by $baba and theyll be the first to drop out of the quick commerce business (which is where were headed from a customer convenience point of view)" [X Link](https://x.com/masayoshisson/status/1977821949113081881) [@masayoshisson](/creator/x/masayoshisson) 2025-10-13T19:41Z XXX followers, XXX engagements "@luckyca66355138 $lu my chinese deep value play up steadily over past X weeks name with history of heavy insider trading I anticipate either a hk trading resumption and/ or another special dividend" [X Link](https://x.com/masayoshisson/status/1971631954354491676) [@masayoshisson](/creator/x/masayoshisson) 2025-09-26T17:44Z XXX followers, XXX engagements "$lu the epiphany of a contrarian trade" [X Link](https://x.com/masayoshisson/status/1958928039825285597) [@masayoshisson](/creator/x/masayoshisson) 2025-08-22T16:23Z XXX followers, XXX engagements "$hydx $aero $hydx model doesn't make any sense imo: - if you're looking for liquidity then you'll provide it on $aero bc of depth (tough to beat them on exactly the same model) - if you're looking to just trade and UI then coinbase beats them bc they're the aggregator" [X Link](https://x.com/masayoshisson/status/1975550281921528175) [@masayoshisson](/creator/x/masayoshisson) 2025-10-07T13:14Z XXX followers, XXX engagements "@blondesnmoney $lu still deep deep value play jumped XX% in one month and has highly unusual options flow for this month given heavy insider trading before would imagine either hk trading resumption or another XX% mc dividend (as last year) both favorable - let's see what happens" [X Link](https://x.com/masayoshisson/status/1973858000097194332) [@masayoshisson](/creator/x/masayoshisson) 2025-10-02T21:09Z XXX followers, 1047 engagements "$lu peak contrarian value play in chinese smb/ consumer finance market - market leader for smb (and increasingly) consumer finance loans with heavy focus on offline loan sourcing - macro tailwinds as ccp demands banks to stimulate economy through loans (to be counterbalanced by ongoing economic stress and still very cautious industrial stance wrt to investment) - operations show signs of growth reversal as cap on related party transactions with ping an (66% shareholder) was expanded in june 2025 - deeply integrated with 85+ mainland credit providers - transformation to fully take loan risk on" [X Link](https://x.com/masayoshisson/status/1969044109613469809) [@masayoshisson](/creator/x/masayoshisson) 2025-09-19T14:21Z XXX followers, XXX engagements "2// oct XX - tencent shift post-training/ RL to context/ inference by having the model self-evaluate and learn via an "experience" library offers substantial efficiency gains due to lack of RL yet limited to objective tasks with clear reward function" [X Link](https://x.com/masayoshisson/status/1978998013369405774) [@masayoshisson](/creator/x/masayoshisson) 2025-10-17T01:34Z XXX followers, XX 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.]
@masayoshisson Masa’s Son
Masa’s Son posts on X about $lu, coinbase, chains, insider the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +6,192%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +1,850%
Followers: XXX #
- X Week XXX +1.30%
- X Month XXX +18%
- X Months XXX +783%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence technology brands XXXX% stocks XXXX% cryptocurrencies XXX% exchanges XXXX% finance XXXX% countries XXXX%
Social topic influence $lu #5, coinbase #2289, chains 2.22%, insider #1744, $hydx #61, hydx 1.48%, $aero #97, czbinance #3087, $akt #67, imo XXXX%
Top accounts mentioned or mentioned by @base @coinbase @4wnshtf @aerodromefi @starfoxbtc @hydrexfi @luckyca66355138 @baseapp @jameswynnreal @deepvaluebagger @zoomyzoomm @ruglordai @moonpigmeme @sixsigmacapital @starfox_btc @arbitrageandy1 @amitisinvesting @wagmialexander @datac58218 @czbinance
Top assets mentioned Coinbase Global, Inc. (COIN) Hydrex (HYDX) Aerodrome (AERO) Akash Network (AKT) Alibaba Group (BABA)
Top Social Posts #
Top posts by engagements in the last XX hours
"1// oct X - samsung recursive reasoning as novel model architecture replacing lengthy CoT reasoning through XX think cycles with X recursions each excels at objective tasks with X% of the parameters of frontier LLMs not applicable to subjective tasks"
X Link @masayoshisson 2025-10-17T01:34Z XXX followers, XX engagements
"@Starfox_BTC @4WNSHTF @AerodromeFi @coinbase @base @HydrexFi you're in denial and you refuse to acknowledge the basic concepts of the foundation underpinning $hydx come on man - get over yourself haha (and yes I'll leave you the last word so that you feel better about yourself and this rant)"
X Link @masayoshisson 2025-10-07T16:15Z XXX followers, XXX engagements
"$lu I'll leave this chart here so you can draw your own conclusions heavy capitulation in trend reversal +43% in last month -XX% off aths"
X Link @masayoshisson 2025-10-01T16:47Z XXX followers, XXX engagements
"long-end of the yield curve is finally moving the US XX year just fell below X% marking a XX week low the floodgates are beginning to open if we end up getting more rate cuts I don't see major downside catalysts for equities for quite a while"
X Link @masayoshisson 2025-10-16T17:01Z XXX followers, XX engagements
"wen $aero listing sir @cz_binance"
X Link @masayoshisson 2025-10-17T17:56Z XXX followers, XX engagements
"@gregosuri @gregosuri great update achieving product-market fit and solving both the supply and demand constraints that $akt currently faces would strongly consider EVM chains such as @base where you have a competitive advantage be willing to pivot (which you are) but do so quickly"
X Link @masayoshisson 2025-10-11T15:24Z XXX followers, XXX engagements
"$lu is the og play (but currently suspended bc of auditor change) - expect profit reversal once the reporting resumes probably deepest value play out there and still trading in us $qfin has higher margins bc theyre less aggressive building provisions for losses (account for much of the margin delta to $finv) - that actually makes $finv more attractive and relative rr imo + XX% insider shares + growing loan book (while the others struggle with growth in recent qqs) dont think $lx has any moat given full reliance on ecommerce (thats why I actually like $lu most - they have deep integration with"
X Link @masayoshisson 2025-09-28T06:39Z XXX followers, XXX engagements
"@akashnet_ @gregosuri great update achieving product-market fit and solving both the supply and demand constraints that $akt currently faces would strongly consider EVM chains such as @base where you have a competitive advantage be willing to pivot (which you are) but do so quickly"
X Link @masayoshisson 2025-10-11T15:24Z XXX followers, XXX engagements
"$lu the stock is moving highly unusual options activity further supporting leg up (thanks @luckyca66355138) - I think it may be the hk trading resumption high risk high reward - tread carefully"
X Link @masayoshisson 2025-09-22T14:07Z XXX followers, XXX engagements
"has our administration leadership considered firing this retard @jamiesongreer going out on aggressive anti china crusades just because he couldnt get his call returned by xi is not a good look for diplomacy and the messages our leaders send @POTUS @JDVance @EricTrump"
X Link @masayoshisson 2025-10-14T20:33Z XXX followers, XX engagements
"@AchillesDes @jdmsparky thats exactly why I like $lu (I know its contrarian) theres no real competitive differentiation among the others as they all compete for the same customer with the same offering if you believe credit sales will not be fully automated for 2-3 years exceptional rr"
X Link @masayoshisson 2025-09-28T13:42Z XXX followers, XXX engagements
"many promising AI model papers have been published across last couple days thread to keep track"
X Link @masayoshisson 2025-10-17T01:34Z XXX followers, XX engagements
"@groksuperman @USTradeRep it does matter thats the zero sum mindset that destroys the US you cannot win without engaging in rational diplomacy"
X Link @masayoshisson 2025-10-15T16:51Z XXX followers, XXX engagements
"@Starfox_BTC @4WNSHTF @AerodromeFi @coinbase @base @HydrexFi if you dont understand the ve33 model (which you clearly dont yet still allocate to at least one) Id suggest you educate yourself about what youre investing in this is whats fucked in crypto: no one actually does the fundamentals work only chasing the next pump"
X Link @masayoshisson 2025-10-07T15:48Z XXX followers, XXX engagements
"@luckyca66355138 $lu XX week highs just broke wrote about this back in february built exposure $2.35-$2.50 fair value with super conservative assumptions and loan balance well below what I expect to see once mgmt reports $XXXX (does not factor in profitability in FY25)"
X Link @masayoshisson 2025-10-01T16:36Z XXX followers, XXX engagements
"@SixSigmaCapital I like the value play but I wouldnt take a position bc theyll be the first to exit the quick delivery business imo its the least naturally positioned between them $baba and $meituan we shall see"
X Link @masayoshisson 2025-10-08T00:28Z XXX followers, XXX engagements
"$lu if you can't stomach the vol this game is not for you no news that would require thesis reevaluation still expect hk trading resumption (would set up god tier run) and/ or special dividend like in fy24"
X Link @masayoshisson 2025-10-03T14:38Z XXX followers, XXX engagements
"@luckyca66355138 $lu wrote about this in february - deep value thesis for the win still -XX% off aths and momentum really coming in now (+35% in one month now) continuing exceptional risk-reward"
X Link @masayoshisson 2025-09-29T17:51Z XXX followers, XXX engagements
"@Starfox_BTC @4WNSHTF @AerodromeFi @coinbase @base @HydrexFi about what"
X Link @masayoshisson 2025-10-07T15:30Z XXX followers, XXX engagements
"$lu might turn into my favorite deep value play only for the peak contrarians among you"
X Link @masayoshisson 2025-09-17T17:22Z XXX followers, XXX engagements
"@CryptoDaily_DB @TomCrownCrypto @cz_binance"
X Link @masayoshisson 2025-10-15T22:57Z XXX followers, XX engagements
"have seen several papers (tencent meta) published in the last days that claim to have solved continuous learning this may be the next AI frontier (with drastic implications for by now commonly excepted wisdoms of investors) looking more into this"
X Link @masayoshisson 2025-10-15T23:04Z XXX followers, XXX engagements
"@MrMikeInvesting its not - their business model gets crushed by $baba and theyll be the first to drop out of the quick commerce business (which is where were headed from a customer convenience point of view)"
X Link @masayoshisson 2025-10-13T19:41Z XXX followers, XXX engagements
"@luckyca66355138 $lu my chinese deep value play up steadily over past X weeks name with history of heavy insider trading I anticipate either a hk trading resumption and/ or another special dividend"
X Link @masayoshisson 2025-09-26T17:44Z XXX followers, XXX engagements
"$lu the epiphany of a contrarian trade"
X Link @masayoshisson 2025-08-22T16:23Z XXX followers, XXX engagements
"$hydx $aero $hydx model doesn't make any sense imo: - if you're looking for liquidity then you'll provide it on $aero bc of depth (tough to beat them on exactly the same model) - if you're looking to just trade and UI then coinbase beats them bc they're the aggregator"
X Link @masayoshisson 2025-10-07T13:14Z XXX followers, XXX engagements
"@blondesnmoney $lu still deep deep value play jumped XX% in one month and has highly unusual options flow for this month given heavy insider trading before would imagine either hk trading resumption or another XX% mc dividend (as last year) both favorable - let's see what happens"
X Link @masayoshisson 2025-10-02T21:09Z XXX followers, 1047 engagements
"$lu peak contrarian value play in chinese smb/ consumer finance market - market leader for smb (and increasingly) consumer finance loans with heavy focus on offline loan sourcing - macro tailwinds as ccp demands banks to stimulate economy through loans (to be counterbalanced by ongoing economic stress and still very cautious industrial stance wrt to investment) - operations show signs of growth reversal as cap on related party transactions with ping an (66% shareholder) was expanded in june 2025 - deeply integrated with 85+ mainland credit providers - transformation to fully take loan risk on"
X Link @masayoshisson 2025-09-19T14:21Z XXX followers, XXX engagements
"2// oct XX - tencent shift post-training/ RL to context/ inference by having the model self-evaluate and learn via an "experience" library offers substantial efficiency gains due to lack of RL yet limited to objective tasks with clear reward function"
X Link @masayoshisson 2025-10-17T01:34Z XXX followers, XX engagements