[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.] #  @thebtcpharaoh THE BITCOIN PHARAOH THE BITCOIN PHARAOH posts on X about $mtplf, bitcoin, hosted, $3b the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1858769388108759040/interactions)  - X Week XXXXX -XX% - X Month XXXXXX -XX% - X Months XXXXXXXXXX +21% - X Year XXXXXXXXXX -XX% ### Mentions: X [#](/creator/twitter::1858769388108759040/posts_active)  - X Week XX +14% - X Month XXX +67% - X Months XXX +58% - X Year XXX +520% ### Followers: XXX [#](/creator/twitter::1858769388108759040/followers)  - X Week XXX +4.30% - X Month XXX +18% - X Months XXX +49% - X Year XXX +173% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1858769388108759040/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [currencies](/list/currencies) **Social topic influence** [$mtplf](/topic/$mtplf) #23, [bitcoin](/topic/bitcoin) #3182, [hosted](/topic/hosted), [$3b](/topic/$3b), [$30b](/topic/$30b), [$mstr](/topic/$mstr), [business](/topic/business), [crypto](/topic/crypto), [japan](/topic/japan), [flywheel](/topic/flywheel) **Top accounts mentioned or mentioned by** [@saylor](/creator/undefined) [@dylanleclair](/creator/undefined) [@semlereric](/creator/undefined) [@gerovich](/creator/undefined) [@mooninchk](/creator/undefined) [@renaecormier](/creator/undefined) [@jasonsoravc](/creator/undefined) [@ddcnorma](/creator/undefined) [@distriggs](/creator/undefined) [@strategy](/creator/undefined) [@dotkrueger](/creator/undefined) [@gamestop](/creator/undefined) [@asiastrategy](/creator/undefined) [@metaplanetjp](/creator/undefined) [@adambliv](/creator/undefined) [@swissbtcmaxi](/creator/undefined) [@utxomgmt](/creator/undefined) [@soraventures](/creator/undefined) [@sina21st](/creator/undefined) [@bitcoinfirst](/creator/undefined) **Top assets mentioned** [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) ### Top Social Posts Top posts by engagements in the last XX hours "A few thoughts and takeaways from things I watched today: 1/ Strategy wont be offering a pref till 2027 at the earliest. gives #Metaplanet a minimum one year head start 2/ Reduction of cap gains taxes on crypto in Japan from XX% to XX% not likely to come into effect before 2027 or 2028 3/ MERCURY to list early 2026 with an MSW along with MARS shortly after 4/ MARS can be wrapped into commercial banking products with a weighting vs cash to further reduce volatility to zero and offer bank clients an enhanced yield 5/ Todays 10K BTC purchase by $MSTR was neutral / not accretive. so it can only" [X Link](https://x.com/thebtcpharaoh/status/1998120195282403717) 2025-12-08T19:59Z XXX followers, 16.4K engagements "Quoting myself because thats just how it is. $MTPLF A few important points @DylanLeClair hinted at that stood out to me: X. X% yield seems to be the number theyre comfortable with for prefs and the spread over JGBs should tighten as they prove the model and investors get more comfortable with it. X. They care far more about coverage of dividends from ancillary income than about LTV. The XX% LTV is more of a soft cap. X. That implies roughly $20M in BTC for every $1M of recurring income they can generate. Hence the heavy focus on BIG and Project Nova leveraging brand + distribution in Japan to" [X Link](https://x.com/thebtcpharaoh/status/1994793081208528914) 2025-11-29T15:38Z XXX followers, 13.8K engagements "Reminder: it's not supposed to feel good. #Bitcoin $MSTR $MTPLF" [X Link](https://x.com/thebtcpharaoh/status/1995456679303909829) 2025-12-01T11:35Z XXX followers, XXX engagements "Sheikhs like the Japanese hotel business. $MTPLF" [X Link](https://x.com/thebtcpharaoh/status/1998251666089578946) 2025-12-09T04:41Z XXX followers, 5651 engagements "mNAV continues its climb up. and just like that the flywheel will reignite in due time $MTPLF" [X Link](https://x.com/thebtcpharaoh/status/1998600796175479006) 2025-12-10T03:48Z XXX followers, 2748 engagements "@gerovich you have my proxy. $MTPLF" [X Link](https://x.com/thebtcpharaoh/status/1999143752992964868) 2025-12-11T15:46Z XXX followers, XXX engagements "This is an educational post. $MTPLF #Metaplanet dashboard shows an unrealized loss of $331M on their BTC. The reported loss is an oversimplified version of the truth. They did not actually lose money on the trade. And this is a critical misunderstanding I see in a lot of posts. Since almost all the BTC purchases were funded via equity sold at a premium to NAV their effective cost was much lower than the spot price recorded at the time of purchase. In other words if I trade you my iPhone for one BTC and BTC trades down X% did I lose or make money on the trade I may have given up part of my" [X Link](https://x.com/thebtcpharaoh/status/1993917044761170413) 2025-11-27T05:37Z XXX followers, 3236 engagements "Excellent space yesterday hosted by @DylanLeClair with lots of insights. Worth a listen to anyone interested or wanting to learn more about #Metaplanet. The move from $3B to $30B mcap will be swift. $MTPLF" [X Link](https://x.com/thebtcpharaoh/status/1994668155374112914) 2025-11-29T07:22Z XXX followers, 27.3K engagements "Nice. It'll be interesting to see if $MSTR follow in #Metaplanet footsteps and sell options against the cash reserve to generate income. $MTPLF" [X Link](https://x.com/thebtcpharaoh/status/1995484683845427564) 2025-12-01T13:26Z XXX followers, 2030 engagements "The play here is that at roughly half the funding cost Metaplanet can afford double the amplification for the same price. So Strategy's XX% costs the same as Metaplanet at 50%. and if Strategy think they can go up to XX% post CBs then that's around XX% for Metaplanet all things equal. In fact Metaplanet may even be able to go beyond that should their income business and project nova cover the obligations over time" [X Link](https://x.com/thebtcpharaoh/status/1997916901452747131) 2025-12-08T06:31Z XXX followers, XXX engagements "@UncleDividends Great summary 🙏" [X Link](https://x.com/thebtcpharaoh/status/1998310637706104964) 2025-12-09T08:35Z XXX followers, XXX engagements "I have to say I like @AlexandreLaizet To say he is sharp and laser focused would be an understatement. I don't have a view on $ALCPB yet though" [X Link](https://x.com/thebtcpharaoh/status/1999010226209800220) 2025-12-11T06:55Z XXX followers, XXX engagements "Hi Adam 👋🏼 I have to point out that this analysis is mathematically wrong. Thats because the new Bitcoin the company acquires does not accrue to existing shareholders. It only increases total BTC not BTC per share. And shareholders only benefit through the latter. To illustrate through numbers: - Company has XXX BTC and XXX shares XXX BTC/share - It issues XX new shares at a discount (mNAV 0.95) and buys XXX BTC - New totals: XXXXX BTC and XXX shares XXXXX BTC/share Existing shareholders now own less BTC per share and that reduction is permanent even if the new BTC acquired compounds faster" [X Link](https://x.com/thebtcpharaoh/status/1999189702486949946) 2025-12-11T18:49Z XXX followers, XXX engagements "Yes but my point is that the compounding of the newly acquired bitcoin via the initial dilution is not what creates value to existing shareholders. So its not about the compounding being more than the dilution. All that matters is increasing BTC/share. So it only works if it enables them to do something else to grow the BTC/share" [X Link](https://x.com/thebtcpharaoh/status/1999191535196471464) 2025-12-11T18:56Z 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.]
@thebtcpharaoh THE BITCOIN PHARAOH
THE BITCOIN PHARAOH posts on X about $mtplf, bitcoin, hosted, $3b the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXXXXX +21%
- X Year XXXXXXXXXX -XX%
Mentions: X #
- X Week XX +14%
- X Month XXX +67%
- X Months XXX +58%
- X Year XXX +520%
Followers: XXX #
- X Week XXX +4.30%
- X Month XXX +18%
- X Months XXX +49%
- X Year XXX +173%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence cryptocurrencies stocks finance countries currencies
Social topic influence $mtplf #23, bitcoin #3182, hosted, $3b, $30b, $mstr, business, crypto, japan, flywheel
Top accounts mentioned or mentioned by @saylor @dylanleclair @semlereric @gerovich @mooninchk @renaecormier @jasonsoravc @ddcnorma @distriggs @strategy @dotkrueger @gamestop @asiastrategy @metaplanetjp @adambliv @swissbtcmaxi @utxomgmt @soraventures @sina21st @bitcoinfirst
Top assets mentioned Metaplanet Inc. (MTPLF) Bitcoin (BTC) Strategy (MSTR)
Top Social Posts
Top posts by engagements in the last XX hours
"A few thoughts and takeaways from things I watched today: 1/ Strategy wont be offering a pref till 2027 at the earliest. gives #Metaplanet a minimum one year head start 2/ Reduction of cap gains taxes on crypto in Japan from XX% to XX% not likely to come into effect before 2027 or 2028 3/ MERCURY to list early 2026 with an MSW along with MARS shortly after 4/ MARS can be wrapped into commercial banking products with a weighting vs cash to further reduce volatility to zero and offer bank clients an enhanced yield 5/ Todays 10K BTC purchase by $MSTR was neutral / not accretive. so it can only"
X Link 2025-12-08T19:59Z XXX followers, 16.4K engagements
"Quoting myself because thats just how it is. $MTPLF A few important points @DylanLeClair hinted at that stood out to me: X. X% yield seems to be the number theyre comfortable with for prefs and the spread over JGBs should tighten as they prove the model and investors get more comfortable with it. X. They care far more about coverage of dividends from ancillary income than about LTV. The XX% LTV is more of a soft cap. X. That implies roughly $20M in BTC for every $1M of recurring income they can generate. Hence the heavy focus on BIG and Project Nova leveraging brand + distribution in Japan to"
X Link 2025-11-29T15:38Z XXX followers, 13.8K engagements
"Reminder: it's not supposed to feel good. #Bitcoin $MSTR $MTPLF"
X Link 2025-12-01T11:35Z XXX followers, XXX engagements
"Sheikhs like the Japanese hotel business. $MTPLF"
X Link 2025-12-09T04:41Z XXX followers, 5651 engagements
"mNAV continues its climb up. and just like that the flywheel will reignite in due time $MTPLF"
X Link 2025-12-10T03:48Z XXX followers, 2748 engagements
"@gerovich you have my proxy. $MTPLF"
X Link 2025-12-11T15:46Z XXX followers, XXX engagements
"This is an educational post. $MTPLF #Metaplanet dashboard shows an unrealized loss of $331M on their BTC. The reported loss is an oversimplified version of the truth. They did not actually lose money on the trade. And this is a critical misunderstanding I see in a lot of posts. Since almost all the BTC purchases were funded via equity sold at a premium to NAV their effective cost was much lower than the spot price recorded at the time of purchase. In other words if I trade you my iPhone for one BTC and BTC trades down X% did I lose or make money on the trade I may have given up part of my"
X Link 2025-11-27T05:37Z XXX followers, 3236 engagements
"Excellent space yesterday hosted by @DylanLeClair with lots of insights. Worth a listen to anyone interested or wanting to learn more about #Metaplanet. The move from $3B to $30B mcap will be swift. $MTPLF"
X Link 2025-11-29T07:22Z XXX followers, 27.3K engagements
"Nice. It'll be interesting to see if $MSTR follow in #Metaplanet footsteps and sell options against the cash reserve to generate income. $MTPLF"
X Link 2025-12-01T13:26Z XXX followers, 2030 engagements
"The play here is that at roughly half the funding cost Metaplanet can afford double the amplification for the same price. So Strategy's XX% costs the same as Metaplanet at 50%. and if Strategy think they can go up to XX% post CBs then that's around XX% for Metaplanet all things equal. In fact Metaplanet may even be able to go beyond that should their income business and project nova cover the obligations over time"
X Link 2025-12-08T06:31Z XXX followers, XXX engagements
"@UncleDividends Great summary 🙏"
X Link 2025-12-09T08:35Z XXX followers, XXX engagements
"I have to say I like @AlexandreLaizet To say he is sharp and laser focused would be an understatement. I don't have a view on $ALCPB yet though"
X Link 2025-12-11T06:55Z XXX followers, XXX engagements
"Hi Adam 👋🏼 I have to point out that this analysis is mathematically wrong. Thats because the new Bitcoin the company acquires does not accrue to existing shareholders. It only increases total BTC not BTC per share. And shareholders only benefit through the latter. To illustrate through numbers: - Company has XXX BTC and XXX shares XXX BTC/share - It issues XX new shares at a discount (mNAV 0.95) and buys XXX BTC - New totals: XXXXX BTC and XXX shares XXXXX BTC/share Existing shareholders now own less BTC per share and that reduction is permanent even if the new BTC acquired compounds faster"
X Link 2025-12-11T18:49Z XXX followers, XXX engagements
"Yes but my point is that the compounding of the newly acquired bitcoin via the initial dilution is not what creates value to existing shareholders. So its not about the compounding being more than the dilution. All that matters is increasing BTC/share. So it only works if it enables them to do something else to grow the BTC/share"
X Link 2025-12-11T18:56Z XXX followers, XX engagements