[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.] #  @steve_btcfo Steve Platz Steve Platz posts on X about $inpst, $lode, poland, france the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::78572263/interactions)  - X Week XXXXX -XXXX% - X Month XXXXXX +41% - X Months XXXXXXX +4,986% - X Year XXXXXXX +5,733% ### Mentions: X [#](/creator/twitter::78572263/posts_active)  - X Week XX +14% - X Month XX +89% - X Months XXX +1,771% - X Year XXX +743% ### Followers: XXX [#](/creator/twitter::78572263/followers)  - X Week XXX +0.31% - X Month XXX +2.30% - X Months XXX +234% - X Year XXX +250% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::78572263/influencer_rank)  ### Social Influence [#](/creator/twitter::78572263/influence) --- **Social category influence** [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) **Social topic influence** [$inpst](/topic/$inpst) #3, [$lode](/topic/$lode), [poland](/topic/poland) #1011, [france](/topic/france), [countries](/topic/countries), [united states](/topic/united-states), [north america](/topic/north-america), [$four](/topic/$four), [$dlo](/topic/$dlo), [acquisition](/topic/acquisition) **Top assets mentioned** [4 (FOUR)](/topic/$four) [DLocal Limited Class A Common Shares (DLO)](/topic/$dlo) ### Top Social Posts [#](/creator/twitter::78572263/posts) --- Top posts by engagements in the last XX hours "Comstock Inc. $LODE is effectively the United States newest domestic silver mine except this one is paid to take its ore. It's a potential 100-bagger. Comstock is monetizing solar waste as a new source of aluminum silver and semiconductor metals through its Comstock Metals division. The highlights: 🌞 Zero-landfill pioneer: only recycler in North America certified under the R2v3/RIOS ♻ XXX% recovery process - glass aluminum and semiconductor metals are all reclaimed ⚙ Industry-scale facilities: funds secured and first full-scale site in Silver Springs Nevada commissioning Q1 2026 which will" [X Link](https://x.com/steve_btcfo/status/1975558395148071087) [@steve_btcfo](/creator/x/steve_btcfo) 2025-10-07T13:46Z XXX followers, 3737 engagements "@MichaelZero10 I own $FOUR and $DLO but your analysis has some glaring errors. Right off the bat Jared owns XX% and operations are worldwide after Global Blue acquisition" [X Link](https://x.com/steve_btcfo/status/1976653660882096472) [@steve_btcfo](/creator/x/steve_btcfo) 2025-10-10T14:18Z XXX followers, XXX engagements "Great article on Comstock Metals $LODE solar panel recycling division. Highlights: X. Comstock Metals President (and inventor of the technology with a Ph.D in physical and computational chemistry) Fortunato Villamagna initially looked into the battery recycling business but the waste stream (supply) wasn't mature enough. Instead he pivoted to solar panels; "The solar panel recycling waste stream already had hit that inflection point he says and the environmental problem is much more urgent as most panels were winding up in landfills and no one had a solution that would eliminate the heavy" [X Link](https://x.com/steve_btcfo/status/1978462395291893878) [@steve_btcfo](/creator/x/steve_btcfo) 2025-10-15T14:06Z XXX followers, 2673 engagements "The long-term possibility of $INPST - could it become the $MELI-lite of Europe" [X Link](https://x.com/steve_btcfo/status/1979311505691832437) [@steve_btcfo](/creator/x/steve_btcfo) 2025-10-17T22:20Z XXX followers, XXX engagements "Good question. I imagine they'll continue entering markets where they believe they have competitive edge or existing players don't have scale. There' so much room for them to grow low hanging fruit. When you do projections even dropping the growth down to low double digits and no multiple expansion - the returns are still good. The company is being priced like it will fail at any reasonable growth and current integrations won't work. Totally unrealistic but opportunity for us" [X Link](https://x.com/steve_btcfo/status/1979509160573067632) [@steve_btcfo](/creator/x/steve_btcfo) 2025-10-18T11:25Z XXX followers, XX engagements "As for competitive against other startups (whichever region) InPost doesn't just throw in some lockers and use legacy carriers. They completely integrate with their own logistics network drivers distribution centres and partnerships with retailers. They are a fully integrated logistics powerhouse with the resultant cost savings. This gives them a far lower cost base (once mature) than start-ups throwing a few lockers locations out there" [X Link](https://x.com/steve_btcfo/status/1979509841736647124) [@steve_btcfo](/creator/x/steve_btcfo) 2025-10-18T11:28Z XXX followers, XX engagements "InPost $INPST is developing a parcel lockers business across Europe that legacy carriers can't compete effectively with. For conventional operators to respond to InPosts success; they would have to spend huge amounts of capital to deploy an APM network and then duplicate their fixed costs while cannibalising volumes from one network to feed another. Effectively moving their higher margin legacy customers over to a lower margin killing their profits. Highly recommend reading Granular Capital thesis below. At current stock price I have expected 5yr CAGR well over 30%" [X Link](https://x.com/steve_btcfo/status/1979283857074721103) [@steve_btcfo](/creator/x/steve_btcfo) 2025-10-17T20:30Z XXX followers, XXX engagements "Shorter term I see InPost $INPST solidifying their #1 position across Poland France UK including with more partnerships and fill-in acquisitions as needed to optimise logistic operations. This will involve large roll-out of lockers across all current countries. I also see them expanding more into Italy where they currently have a toe hold but much work to do. Likely also another country though which js anyone's guess. Maybe Germany Desirable with such a large market and high level of apartment living. I also expect them to continue encouraging loyalty to the InPost brand itself through" [X Link](https://x.com/steve_btcfo/status/1979309546997772435) [@steve_btcfo](/creator/x/steve_btcfo) 2025-10-17T22:12Z XXX followers, XXX engagements "$INPST is one of my larger positions. The company has or is developing a deep moat in each country it enters. Legacy carriers can't compete without cannibalising their higher margin businesses" [X Link](https://x.com/steve_btcfo/status/1979275001669800068) [@steve_btcfo](/creator/x/steve_btcfo) 2025-10-17T19:55Z XXX followers, XXX engagements "@BTC_Archive Math is hard" [X Link](https://x.com/steve_btcfo/status/1980745847299043711) [@steve_btcfo](/creator/x/steve_btcfo) 2025-10-21T21:19Z 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.]
@steve_btcfo Steve Platz
Steve Platz posts on X about $inpst, $lode, poland, france 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 -XXXX%
- X Month XXXXXX +41%
- X Months XXXXXXX +4,986%
- X Year XXXXXXX +5,733%
Mentions: X #
- X Week XX +14%
- X Month XX +89%
- X Months XXX +1,771%
- X Year XXX +743%
Followers: XXX #
- X Week XXX +0.31%
- X Month XXX +2.30%
- X Months XXX +234%
- X Year XXX +250%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence countries cryptocurrencies finance
Social topic influence $inpst #3, $lode, poland #1011, france, countries, united states, north america, $four, $dlo, acquisition
Top assets mentioned 4 (FOUR) DLocal Limited Class A Common Shares (DLO)
Top Social Posts #
Top posts by engagements in the last XX hours
"Comstock Inc. $LODE is effectively the United States newest domestic silver mine except this one is paid to take its ore. It's a potential 100-bagger. Comstock is monetizing solar waste as a new source of aluminum silver and semiconductor metals through its Comstock Metals division. The highlights: 🌞 Zero-landfill pioneer: only recycler in North America certified under the R2v3/RIOS ♻ XXX% recovery process - glass aluminum and semiconductor metals are all reclaimed ⚙ Industry-scale facilities: funds secured and first full-scale site in Silver Springs Nevada commissioning Q1 2026 which will"
X Link @steve_btcfo 2025-10-07T13:46Z XXX followers, 3737 engagements
"@MichaelZero10 I own $FOUR and $DLO but your analysis has some glaring errors. Right off the bat Jared owns XX% and operations are worldwide after Global Blue acquisition"
X Link @steve_btcfo 2025-10-10T14:18Z XXX followers, XXX engagements
"Great article on Comstock Metals $LODE solar panel recycling division. Highlights: X. Comstock Metals President (and inventor of the technology with a Ph.D in physical and computational chemistry) Fortunato Villamagna initially looked into the battery recycling business but the waste stream (supply) wasn't mature enough. Instead he pivoted to solar panels; "The solar panel recycling waste stream already had hit that inflection point he says and the environmental problem is much more urgent as most panels were winding up in landfills and no one had a solution that would eliminate the heavy"
X Link @steve_btcfo 2025-10-15T14:06Z XXX followers, 2673 engagements
"The long-term possibility of $INPST - could it become the $MELI-lite of Europe"
X Link @steve_btcfo 2025-10-17T22:20Z XXX followers, XXX engagements
"Good question. I imagine they'll continue entering markets where they believe they have competitive edge or existing players don't have scale. There' so much room for them to grow low hanging fruit. When you do projections even dropping the growth down to low double digits and no multiple expansion - the returns are still good. The company is being priced like it will fail at any reasonable growth and current integrations won't work. Totally unrealistic but opportunity for us"
X Link @steve_btcfo 2025-10-18T11:25Z XXX followers, XX engagements
"As for competitive against other startups (whichever region) InPost doesn't just throw in some lockers and use legacy carriers. They completely integrate with their own logistics network drivers distribution centres and partnerships with retailers. They are a fully integrated logistics powerhouse with the resultant cost savings. This gives them a far lower cost base (once mature) than start-ups throwing a few lockers locations out there"
X Link @steve_btcfo 2025-10-18T11:28Z XXX followers, XX engagements
"InPost $INPST is developing a parcel lockers business across Europe that legacy carriers can't compete effectively with. For conventional operators to respond to InPosts success; they would have to spend huge amounts of capital to deploy an APM network and then duplicate their fixed costs while cannibalising volumes from one network to feed another. Effectively moving their higher margin legacy customers over to a lower margin killing their profits. Highly recommend reading Granular Capital thesis below. At current stock price I have expected 5yr CAGR well over 30%"
X Link @steve_btcfo 2025-10-17T20:30Z XXX followers, XXX engagements
"Shorter term I see InPost $INPST solidifying their #1 position across Poland France UK including with more partnerships and fill-in acquisitions as needed to optimise logistic operations. This will involve large roll-out of lockers across all current countries. I also see them expanding more into Italy where they currently have a toe hold but much work to do. Likely also another country though which js anyone's guess. Maybe Germany Desirable with such a large market and high level of apartment living. I also expect them to continue encouraging loyalty to the InPost brand itself through"
X Link @steve_btcfo 2025-10-17T22:12Z XXX followers, XXX engagements
"$INPST is one of my larger positions. The company has or is developing a deep moat in each country it enters. Legacy carriers can't compete without cannibalising their higher margin businesses"
X Link @steve_btcfo 2025-10-17T19:55Z XXX followers, XXX engagements
"@BTC_Archive Math is hard"
X Link @steve_btcfo 2025-10-21T21:19Z XXX followers, XX engagements