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# ![@ocinv123 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1942219701691580416.png) @ocinv123 Amit

Amit posts on X about $nxtt, balance sheet, $iren, $cato 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::1942219701691580416/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942219701691580416/c:line/m:interactions.svg)

- X Week XXXXXX +1,004%
- X Month XXXXXX +157%

### Mentions: XX [#](/creator/twitter::1942219701691580416/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942219701691580416/c:line/m:posts_active.svg)

- X Week XX +80%
- X Month XXX -XX%

### Followers: XXX [#](/creator/twitter::1942219701691580416/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942219701691580416/c:line/m:followers.svg)

- X Week XXX +11%
- X Month XXX +34%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1942219701691580416/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1942219701691580416/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1942219701691580416/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  XXXX% [social networks](/list/social-networks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$nxtt](/topic/$nxtt) #11, [balance sheet](/topic/balance-sheet) #1975, [$iren](/topic/$iren) #558, [$cato](/topic/$cato) #1, [bitcoin](/topic/bitcoin) 2.5%, [chips](/topic/chips) #512, [prediction](/topic/prediction) #2931, [market cap](/topic/market-cap) #1068, [$20b](/topic/$20b) #126, [$80m](/topic/$80m) #26

**Top accounts mentioned or mentioned by**
[@bradley88995765](/creator/undefined) [@grok](/creator/undefined) [@rob334915034321](/creator/undefined) [@lowstakesdre](/creator/undefined) [@kwansfull](/creator/undefined) [@tomdwan](/creator/undefined) [@fifththird](/creator/undefined) [@ally](/creator/undefined) [@digitalassetad](/creator/undefined) [@andretti222](/creator/undefined) [@twelvehourkhole](/creator/undefined) [@taobanker](/creator/undefined) [@pvtchtn](/creator/undefined) [@justinbonomo](/creator/undefined) [@thereallcwolf](/creator/undefined) [@amitisinvesting](/creator/undefined) [@martypartymusic](/creator/undefined) [@hyperliquidx](/creator/undefined) [@ercw](/creator/undefined) [@inspectahh](/creator/undefined)

**Top assets mentioned**
[NextEarth (NXTT)](/topic/$nxtt) [IREN Limited (IREN)](/topic/$iren) [CatoCoin (CATO)](/topic/$cato) [Bitcoin (BTC)](/topic/bitcoin) [Helen Of Troy Ltd (HELE)](/topic/$hele) [RH (RH)](/topic/$rh) [Next Technology Holding Inc. Ordinary Shares (NXTT)](/topic/next-technology-holding) [Coinbase Global, Inc. (COIN)](/topic/coinbase)
### Top Social Posts [#](/creator/twitter::1942219701691580416/posts)
---
Top posts by engagements in the last XX hours

"Actually I kinda like Djibouti. I'll get behind that one"  
[X Link](https://x.com/ocinv123/status/1979275374577225765) [@ocinv123](/creator/x/ocinv123) 2025-10-17T19:56Z XXX followers, XX engagements


"@pvtchtn I don't think liquidation value is relevant unless theres a realistic prospect of a corporate liquidation. It provides some balance sheet relief if shit goes sideways w sale leaseback. But I don't really look at liquidation unless I'm a liquidator"  
[X Link](https://x.com/ocinv123/status/1978919726030967205) [@ocinv123](/creator/x/ocinv123) 2025-10-16T20:23Z XXX followers, XX engagements


"@Rob334915034321 @JustinBonomo I got muted for a tweet which I have since deleted. The tweet was a copy-paste (from chatgpt) of factual content relating death count of Palestinian children"  
[X Link](https://x.com/ocinv123/status/1978281168391876875) [@ocinv123](/creator/x/ocinv123) 2025-10-15T02:05Z XXX followers, XX engagements


"i have *zero* visibility or insight or hunch about how Cato's doing this Q. I just think that outcome range seems sensible given their balance sheet under a wide range of biz outcomes"  
[X Link](https://x.com/ocinv123/status/1978449026912559186) [@ocinv123](/creator/x/ocinv123) 2025-10-15T13:13Z XXX followers, XX engagements


"11/71 remain at silks 10k gtd. Im #2 in chips with 450k outta 2.1m total. CL has 530k. $3400 up top. Im in for X bullets"  
[X Link](https://x.com/ocinv123/status/1975387449233973474) [@ocinv123](/creator/x/ocinv123) 2025-10-07T02:27Z XXX followers, XXX engagements


"Thoughts on Helen of Troy $HELE"  
[X Link](https://x.com/ocinv123/status/1977161047145693637) [@ocinv123](/creator/x/ocinv123) 2025-10-11T23:55Z XXX followers, XXX engagements


"Mission accomplished Over the last X months ive been printing calls for a living. 140k total premiums collected. For strike price of X and XXXX. The stock is well below those prices and I have now cashed in for pretax profit of 140k. Yahoo"  
[X Link](https://x.com/ocinv123/status/1979278622809813495) [@ocinv123](/creator/x/ocinv123) 2025-10-17T20:09Z XXX followers, XXX engagements


"@girdley Are you short $rh"  
[X Link](https://x.com/ocinv123/status/1978540582902313136) [@ocinv123](/creator/x/ocinv123) 2025-10-15T19:16Z XXX followers, XX engagements


"@Rob334915034321 @JustinBonomo well it's a private business I guess. It's not technically a public forum. He is allowed to moderate content for a specific political platform. BlueSky is way too nuts for me"  
[X Link](https://x.com/ocinv123/status/1978283561112219844) [@ocinv123](/creator/x/ocinv123) 2025-10-15T02:15Z XXX followers, XX engagements


"Some thoughts on $NXTT"  
[X Link](https://x.com/ocinv123/status/1977796145754644772) [@ocinv123](/creator/x/ocinv123) 2025-10-13T17:58Z XXX followers, XXX engagements


"@TomDwan @TheFlowHorse @Kalshi What value do prediction markets add to highly liquid commodities"  
[X Link](https://x.com/ocinv123/status/1978636898584187367) [@ocinv123](/creator/x/ocinv123) 2025-10-16T01:39Z XXX followers, XX engagements


"Each day between 930a and 4p I get an unsolicited bid by a manic depressive dude named Mr. Market. I can choose to just ignore it and move on with my life. And thats what i do on days like today"  
[X Link](https://x.com/ocinv123/status/1978963174457041246) [@ocinv123](/creator/x/ocinv123) 2025-10-16T23:16Z XXX followers, XX engagements


"One last exercise and this really helps is a widget on my phone which tracks the enterprise bid of the biz. I almost never look at the stock price per share. Thats kinda irrelevant. Just look at the enterprise bid which is market cap minus net cash. In catos case it's -ve"  
[X Link](https://x.com/ocinv123/status/1978973930955129095) [@ocinv123](/creator/x/ocinv123) 2025-10-16T23:58Z XXX followers, XX engagements


"$Iren and $cato are interesting studies in contrast. Each makes a $700m plus in revs. One is valued at $20b. The other at $80m. It's all about the future cash flows"  
[X Link](https://x.com/ocinv123/status/1978485426173223299) [@ocinv123](/creator/x/ocinv123) 2025-10-15T15:37Z XXX followers, XXX engagements


"Bottom two rows will disappear probably tomorrow or by Monday. They'll expire worthless. I do not intend to sell any more covered calls until the 11/20 earnings call comes and goes"  
[X Link](https://x.com/ocinv123/status/1978959018774118745) [@ocinv123](/creator/x/ocinv123) 2025-10-16T22:59Z XXX followers, XX engagements


"an asset is going to be worth whatever its gonna generate in cash from now until the end of time discounted to today's dollars. this is true of a sofa or a painting or a stock certificate"  
[X Link](https://x.com/ocinv123/status/1978093150196346994) [@ocinv123](/creator/x/ocinv123) 2025-10-14T13:38Z XXX followers, XX engagements


"-1700 on the felt -500k off I'm gonna watch YouTube prank call videos and eat a Twix ice cream bar"  
[X Link](https://x.com/ocinv123/status/1978944014213587022) [@ocinv123](/creator/x/ocinv123) 2025-10-16T21:59Z XXX followers, XX engagements


"@pvtchtn I'm kinda curious what John cato wants to do with his biz. I dunno. He's XX Not sure what realizing terminal value looks like. Could be a slow value burn. But I'm obviously taking the other side of that premise"  
[X Link](https://x.com/ocinv123/status/1978920515298545772) [@ocinv123](/creator/x/ocinv123) 2025-10-16T20:26Z XXX followers, XX engagements


"@therealLCWOLF @amitisinvesting @martypartymusic @HyperliquidX But see U.S. v. Ishan Wahi (SDNY 2022) (using confidential knowledge of which crypto tokens Coinbase planned to list to front run buying the tokens just before Coinbases public announcement)"  
[X Link](https://x.com/ocinv123/status/1976985054493786613) [@ocinv123](/creator/x/ocinv123) 2025-10-11T12:15Z XXX followers, XX engagements


"i dont get this logic. no airlines are in the airline business. and hotels are in the hotel business. every business is in the finance business"  
[X Link](https://x.com/ocinv123/status/1979170894715969844) [@ocinv123](/creator/x/ocinv123) 2025-10-17T13:01Z XXX followers, XX engagements


"@Rob334915034321 shit if i know prob something i said to YOU about me not being XXX% sure about bakkt or iren or something else he's into"  
[X Link](https://x.com/ocinv123/status/1979190283318288610) [@ocinv123](/creator/x/ocinv123) 2025-10-17T14:18Z XXX followers, XX engagements


"But mostly my thesis is that inflation will eventually moderate and these Lil old ladies on fixed income will resume spend on occasion based apparel"  
[X Link](https://x.com/ocinv123/status/1978967063507939587) [@ocinv123](/creator/x/ocinv123) 2025-10-16T23:31Z XXX followers, XX engagements


"So the nasdaq and the sec are aok with $nxtt being listed in american capital markets with filings indicating ownership of $670m worth of btc no debt and a market cap of $68m. Super interesting"  
[X Link](https://x.com/ocinv123/status/1977846980689657975) [@ocinv123](/creator/x/ocinv123) 2025-10-13T21:20Z XXX followers, XXX engagements


"If $iren needs to rotate its hardware every X to X years their capex needs will eat away cash flows in a major way. I don't know how this works with valuation"  
[X Link](https://x.com/ocinv123/status/1978463096051056650) [@ocinv123](/creator/x/ocinv123) 2025-10-15T14:08Z XXX followers, XXX engagements


"@therealLCWOLF @amitisinvesting @martypartymusic @HyperliquidX In crypto there's no corporate issuer no board and no identifiable group of shareholders to whom a trader owes fiduciary duties. So under traditional securities law logic theres no insider trading without a fiduciary or similar duty"  
[X Link](https://x.com/ocinv123/status/1976984627937181804) [@ocinv123](/creator/x/ocinv123) 2025-10-11T12:14Z XXX followers, XX engagements


"yea airline profitability hinges on fleet financing fuel hedging and leverage management not just selling tickets. and yes hotels are basically asset-light financial intermediaries earning returns on brands and contracts rather than rooms"  
[X Link](https://x.com/ocinv123/status/1979171635341983932) [@ocinv123](/creator/x/ocinv123) 2025-10-17T13:04Z XXX followers, XX engagements


"I own X% of a biz with $90m in cash no debt around $60m of all kinds of real estate and a biz that has a shot at generating $10-15m in free cash flows annually"  
[X Link](https://x.com/ocinv123/status/1978963407899378096) [@ocinv123](/creator/x/ocinv123) 2025-10-16T23:16Z XXX followers, XX engagements


"So many bizarre things surround $nxtt X. The mysterious dozen chinese companies behind almost 6k btc X. The mysterious dividend policy X. The mysterious contracts with four random companies X. The mysterious market cap/bitcoin market value spread. Wtf"  
[X Link](https://x.com/ocinv123/status/1977850136211431818) [@ocinv123](/creator/x/ocinv123) 2025-10-13T21:33Z XXX followers, XXX engagements


"If you look at Polymarket or Kalshi theyre more of an entertainment product than a serious predictive infrastructure. They can show sentiment but theyre not going to replace probabilistic forecasting models option markets or expert consensus any time soon"  
[X Link](https://x.com/ocinv123/status/1979219308283637776) [@ocinv123](/creator/x/ocinv123) 2025-10-17T16:13Z XXX followers, XX engagements


"They claim to own $XXX million of Bitcoin but just raised $X million selling stock at XX cents. Either those coins are imaginary or theyre the worst treasurers in human history. $NXTT"  
[X Link](https://x.com/ocinv123/status/1977876706993053747) [@ocinv123](/creator/x/ocinv123) 2025-10-13T23:18Z XXX followers, XXX engagements


"why do the employees at westshore honda look like they're involved in a conspiracy against me. always they're not trustworthy"  
[X Link](https://x.com/ocinv123/status/1979191255587299524) [@ocinv123](/creator/x/ocinv123) 2025-10-17T14:22Z XXX followers, XX engagements


"That is money. I made that money by outplaying a senior citizen at a game of Texas No Limit Hold Them. I am now going to Subway to buy food with that money. And a drink. I am a winner"  
[X Link](https://x.com/ocinv123/status/1977424814403903509) [@ocinv123](/creator/x/ocinv123) 2025-10-12T17:23Z XXX followers, 35.6K engagements


"so US Treasury (under Mr. Bessent) is doing a $20B currency swap where parties agree to reverse the swap later (e.g. X X or XX months later) at the same exchange rate plus a small interest-like fee. It's a secured dollar loan that Argentina must repay within months"  
[X Link](https://x.com/ocinv123/status/1979157874002518248) [@ocinv123](/creator/x/ocinv123) 2025-10-17T12:09Z XXX followers, XX engagements


"Hmm. I sold $35k worth of $cato stock Tuesday. Bought it back for $32k today. I guess this is how short selling works in theory Never shorted anything"  
[X Link](https://x.com/ocinv123/status/1978516244182573449) [@ocinv123](/creator/x/ocinv123) 2025-10-15T17:40Z XXX followers, XX engagements


"for assets the ultimate prediction markets already exist. real estate has a vibrant housing market companies have vibrant stock and derivative markets. polymarket getting a bonkers valuation is just goofy"  
[X Link](https://x.com/ocinv123/status/1979219607249432880) [@ocinv123](/creator/x/ocinv123) 2025-10-17T16:15Z XXX followers, XX engagements


"Will $CATO hit $X one day I dunno. Will it disgorge $X some day I mean they have $XXXX in cash right now. They have the ability to get $1/sh out of their XXX acres of land listed for sale here: That's $XXXX And then $XXXX from the business is $30M"  
[X Link](https://x.com/ocinv123/status/1978612686423314912) [@ocinv123](/creator/x/ocinv123) 2025-10-16T00:03Z XXX followers, XXX engagements


"@TomDwan Merit and value based What does that even mean"  
[X Link](https://x.com/ocinv123/status/1977853480787165630) [@ocinv123](/creator/x/ocinv123) 2025-10-13T21:46Z XXX followers, XXX engagements


"@TomDwan Oh you're referring to exchanges. I thought you were referring to the "merit and value" of btc as an asset. Its a faith based asset riding on vibes only"  
[X Link](https://x.com/ocinv123/status/1977854813938266418) [@ocinv123](/creator/x/ocinv123) 2025-10-13T21:51Z XXX followers, XX engagements


"who's the dude on here who was telling me to look into bakkt and iren great call whoever that was. i have no freakin idea whatas going on with these businesses. i aint touchin any of this. but that person prob made some coin"  
[X Link](https://x.com/ocinv123/status/1978445193457127513) [@ocinv123](/creator/x/ocinv123) 2025-10-15T12:57Z XXX followers, XXX engagements


"5 weeks until earnings day. My expected blue slice outcome range: $4M to $7.5M"  
[X Link](https://x.com/ocinv123/status/1978448511403229238) [@ocinv123](/creator/x/ocinv123) 2025-10-15T13:10Z XXX followers, XX engagements


"$NXTT apparently bought its bitcoins from these fine establishments. I am laughing so hard I am crying"  
[X Link](https://x.com/ocinv123/status/1977873563479666702) [@ocinv123](/creator/x/ocinv123) 2025-10-13T23:06Z XXX followers, XXX engagements


"How am I the only human on X noting how bizarre the $NXTT situation is Like bitcoin is the most followed asset class in the history of modern civilization. Where's @WSJ Where's @business"  
[X Link](https://x.com/ocinv123/status/1977849204476166481) [@ocinv123](/creator/x/ocinv123) 2025-10-13T21:29Z XXX followers, XXX engagements


"@ercw Nice. Quantum computing. I need to chatgpt that. Sounds like its gonna be here in X years or 10"  
[X Link](https://x.com/ocinv123/status/1978452914336038971) [@ocinv123](/creator/x/ocinv123) 2025-10-15T13:28Z XXX followers, XX engagements


"Right now hes bidding $80m on it. I dont wanna sell it for $80m given the state of the balance sheet the land assets and recent comps. Theyre closing underperformers. They have tons of lease flexibility. And they're going in the right direction"  
[X Link](https://x.com/ocinv123/status/1978966887946965231) [@ocinv123](/creator/x/ocinv123) 2025-10-16T23:30Z XXX followers, XX engagements


"$iren the numbers"  
[X Link](https://x.com/ocinv123/status/1978458017252143227) [@ocinv123](/creator/x/ocinv123) 2025-10-15T13:48Z XXX followers, 1507 engagements


"Another role playing exercise that works effectively is pretending I have a realtor for a house and she's calling me with lowball bids. I just ignore em"  
[X Link](https://x.com/ocinv123/status/1978968276857192669) [@ocinv123](/creator/x/ocinv123) 2025-10-16T23:36Z XXX followers, XX engagements


"Whats funny is that despite crypto related assets are puffed up to the moon based on a speculative orgy the orgy participants are using a XX foot pole to separate their casino chips from $nxtt"  
[X Link](https://x.com/ocinv123/status/1977850518597759324) [@ocinv123](/creator/x/ocinv123) 2025-10-13T21:34Z XXX followers, XXX engagements


"So he can bid $X for the whole biz or $50m or $150m. ill evaluate the bids if im interested in selling my stake. And if it makes sense ill sell it. If it doesnt ill move on"  
[X Link](https://x.com/ocinv123/status/1978966585646731630) [@ocinv123](/creator/x/ocinv123) 2025-10-16T23:29Z XXX followers, XX engagements


"I'm not patriotic. At all. To any arbitrary tectonic plate whose inhabiting primates have assigned it a random string of syllables"  
[X Link](https://x.com/ocinv123/status/1979275167064035672) [@ocinv123](/creator/x/ocinv123) 2025-10-17T19:55Z XXX followers, XX engagements