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# ![@thedefivillain Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1522870521414787072.png) @thedefivillain VIKTOR

Several altcoins, including $ENA, $XPL, and $ASTER, are experiencing significant price movements and generating discussion among traders. Some traders are expressing skepticism about the legitimacy of certain coins and exchanges, citing "blatant crime" and manipulated price action. Meanwhile, others are rotating out of certain altcoins and into $BTC, anticipating a potential downturn in the market.

### Engagements: [------] [#](/creator/twitter::1522870521414787072/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1522870521414787072/c:line/m:interactions.svg)

- [--] Week [-------] +94%
- [--] Month [---------] -24%
- [--] Months [----------] +42%
- [--] Year [----------] +15%

### Mentions: [--] [#](/creator/twitter::1522870521414787072/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1522870521414787072/c:line/m:posts_active.svg)

- [--] Week [--] -28%
- [--] Month [---] -7.70%
- [--] Months [-----] +7%
- [--] Year [-----] +14%

### Followers: [------] [#](/creator/twitter::1522870521414787072/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1522870521414787072/c:line/m:followers.svg)

- [--] Week [------] -0.03%
- [--] Month [------] +0%
- [--] Months [------] +7.30%
- [--] Year [------] +20%

### CreatorRank: [-------] [#](/creator/twitter::1522870521414787072/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1522870521414787072/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #1880 [finance](/list/finance)  25% [stocks](/list/stocks)  17% [exchanges](/list/exchanges)  5% [currencies](/list/currencies)  3% [technology brands](/list/technology-brands)  1% [nfts](/list/nfts)  1%

**Social topic influence**
[coins](/topic/coins) 9%, [crypto](/topic/crypto) #4587, [$btc](/topic/$btc) 8%, [$mstr](/topic/$mstr) #46, [altcoin](/topic/altcoin) 7%, [coin](/topic/coin) 7%, [mstr](/topic/mstr) #31, [$hype](/topic/$hype) #479, [hype](/topic/hype) 4%, [$zro](/topic/$zro) #150

**Top accounts mentioned or mentioned by**
[@tmnxeq](/creator/undefined) [@0xbidibidibum](/creator/undefined) [@mlmabc](/creator/undefined) [@superstevefarms](/creator/undefined) [@donalt](/creator/undefined) [@quanto](/creator/undefined) [@shynkariukillia](/creator/undefined) [@sunarprolik](/creator/undefined) [@defi_orbit](/creator/undefined) [@ahonking_goose](/creator/undefined) [@0xoji0x](/creator/undefined) [@0xg00gly](/creator/undefined) [@joncharb](/creator/undefined) [@hyperliquidx](/creator/undefined) [@tusharjain](/creator/undefined) [@hemphill49](/creator/undefined) [@travisv](/creator/undefined) [@bucktoken](/creator/undefined) [@lovetobluff](/creator/undefined) [@0xjatt](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/$btc) [Strategy (MSTR)](/topic/$mstr) [Hyperliquid (HYPE)](/topic/$hype) [Layerzero (ZRO)](/topic/$zro) [Plasma (XPL)](/topic/$xpl) [Zcash (ZEC)](/topic/$zec) [Ethereum (ETH)](/topic/$eth) [Bitcoin Cash (BCH)](/topic/$bch) [Dusk (DUSK)](/topic/$dusk) [World Liberty Financial (WLFI)](/topic/$wlfi) [River (RIVER)](/topic/$river) [Stable (STABLE)](/topic/$stable) [Oasis (ROSE)](/topic/$rose) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Pippin (PIPPIN)](/topic/$pippin) [Solana (SOL)](/topic/$sol) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [Fartcoin (FARTCOIN)](/topic/$fartcoin) [Story (IP)](/topic/$ip) [Monero (XMR)](/topic/$xmr) [Litentry (LIT)](/topic/$lit) [Axie Infinity (AXS)](/topic/$axs) [Friend.tech (FRIEND)](/topic/friendtech) [Sonnet BioTherapeutics Holdings, Inc. Common Stock (SONN)](/topic/$sonn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Stride (STRD)](/topic/$strd) [Canton (CC)](/topic/$cc) [Tether Gold (XAUT)](/topic/$xaut) [PAX Gold (PAXG)](/topic/$paxg) [Polyhedra Network (ZKJ)](/topic/$zk) [Purr (PURR)](/topic/$purr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"What is the goal of a $BTC treasury company It is to increase the BTC per share ratio ie the ratio between their total BTC stack and the number of fully diluted shares of the company. http://x.com/i/article/1950189081356349440 http://x.com/i/article/1950189081356349440"  
[X Link](https://x.com/thedefivillain/status/1950206375524532607)  2025-07-29T14:46Z 60.1K followers, 167.8K engagements


"Do you guys remember these 😭 So hyped before launch"  
[X Link](https://x.com/thedefivillain/status/1987615172492665166)  2025-11-09T20:15Z 60.1K followers, 179.8K engagements


"Basically every altcoin DAT printed a local top on the chart of the underlying What will $SONN do different to avoid this with $HYPE"  
[X Link](https://x.com/thedefivillain/status/1996176519056757041)  2025-12-03T11:15Z 60.1K followers, [----] engagements


"What is the high IQ take on $PLTR stock price"  
[X Link](https://x.com/thedefivillain/status/1998759898285486328)  2025-12-10T14:21Z 60.1K followers, [----] engagements


"The CEO of Strategy Phong Le has explicitly said that they were prioritizing the dividend payments of preferred shares even it meant selling $BTC at some point You can currently get paid 13% yield on $STRD with what seems to be a very low risk of not getting the divs"  
[X Link](https://x.com/thedefivillain/status/2002033884507074939)  2025-12-19T15:10Z 60.1K followers, [----] engagements


"What are the best coins to short here"  
[X Link](https://x.com/thedefivillain/status/2008908518544286025)  2026-01-07T14:28Z 60.1K followers, [----] engagements


"$CC is pumping today the day before its halving I'll try to get a short tomorrow for a potential sell-the-news trade but that coin moves so inorganically that I'm not sure it's reliant on this catalyst $CC halving in one day https://t.co/ymHu1Blo8w $CC halving in one day https://t.co/ymHu1Blo8w"  
[X Link](https://x.com/thedefivillain/status/2010392151595880795)  2026-01-11T16:43Z 60.1K followers, 15.8K engagements


"$WLFI is a joke Do the holders even realize that they are contractually excluded from getting the revenue from the app They don't seem to care Sub $10bn FDV is coming sooner or later Havent seen anyone else talk about this yet so I wanted to bring up an alarming governance vote by World Liberty Fi this month that appears to be the start of a slow extraction of value from WLFI holders by the team: What you see above appears to be a rigged vote where the https://t.co/CGsj7vVUUk Havent seen anyone else talk about this yet so I wanted to bring up an alarming governance vote by World Liberty Fi"  
[X Link](https://x.com/thedefivillain/status/2013558721796854108)  2026-01-20T10:26Z 60.1K followers, [----] engagements


"I'm out of that one I don't have strong enough conviction to hold it $ZRO $ZRO has been silently chadding in [----] https://t.co/aNpj3zm6tP $ZRO has been silently chadding in [----] https://t.co/aNpj3zm6tP"  
[X Link](https://x.com/thedefivillain/status/2013925321725133125)  2026-01-21T10:43Z 60.1K followers, [----] engagements


"How reliable are $PAXG and $XAUT prices during weekends"  
[X Link](https://x.com/thedefivillain/status/2015133424709767287)  2026-01-24T18:43Z 60.1K followers, 12.2K engagements


"$RIVER joins the top [--] of highest FDV scam coins ever with a current valuation of $8.5bn. The ceiling so far has been $20bn repeatedly. I've been warning about that scam coin for some time. Now we're getting closer and closer to the climax $RIVER https://t.co/mwPoLE0WmP I've been warning about that scam coin for some time. Now we're getting closer and closer to the climax $RIVER https://t.co/mwPoLE0WmP"  
[X Link](https://x.com/thedefivillain/status/2015715343587484079)  2026-01-26T09:16Z 60.1K followers, 15.5K engagements


""It's essentially $XPL but it goes up" $STABLE"  
[X Link](https://x.com/thedefivillain/status/2016174992472330490)  2026-01-27T15:42Z 60.1K followers, 16.6K engagements


"Recap of the past [--] weeks in crypto: - $BTC dumped from its $98k highs and is overall very weak while stocks are at ATH. - Gold and Silver going parabolic and reaching important round numbers ($5k/$100) - $HYPE remained weak until the Tornado clusted finished selling giga bounce $22 - $30 in one day after bottom - $RIVER is the new king scam coin it reached almost $10bn FDV and went up 30x bottom to top - Privacy meta: $XMR broke out from $500 to $800 then retraced the whole move because it was just fueled by one large hack. Several beta coins pumped hard: $DASH $DUSK $ROSE $SCRT - Korean"  
[X Link](https://x.com/thedefivillain/status/2016294595575849303)  2026-01-27T23:37Z 60.1K followers, 14.6K engagements


""$XPL but its goes up" (thanks to crime) $STABLE "It's essentially $XPL but it goes up" $STABLE https://t.co/vHtSqKFQ9C "It's essentially $XPL but it goes up" $STABLE https://t.co/vHtSqKFQ9C"  
[X Link](https://x.com/thedefivillain/status/2016820115308765414)  2026-01-29T10:26Z 60.1K followers, [----] engagements


"$ROSE: one of the few coins that looks like it wants to break out (despite being part of the exhausted privacy meta.)"  
[X Link](https://x.com/thedefivillain/status/2017188092147331254)  2026-01-30T10:48Z 60.1K followers, [----] engagements


"NGL I wasn't expecting such a strong $ZEC dead cat bounce in December but it seems to have printed a lower high and this chart is looking like it still needs to digest a 20x pump (by bleeding down) My expectation is that $ZEC remains an under-performer for some time It had the opportunity to look good by flipping $400 but got rejected hard there https://t.co/iW0uNpRpmP My expectation is that $ZEC remains an under-performer for some time It had the opportunity to look good by flipping $400 but got rejected hard there https://t.co/iW0uNpRpmP"  
[X Link](https://x.com/thedefivillain/status/2017567102425559318)  2026-01-31T11:54Z 60.1K followers, [----] engagements


"Being concerned about Microstrategy involvement in BTC makes sense I would prefer if they had smaller scale too But if you're genuinely wanting to get rid of Saylor before bottoming. boy we're in for a long ride MSTR is a cockroach they are not going away anytime soon"  
[X Link](https://x.com/thedefivillain/status/2017751677583925433)  2026-02-01T00:07Z 60.1K followers, [----] engagements


"$ZK is trading at $0.16 on Upbit and at $0.034 on Binance lmao"  
[X Link](https://x.com/thedefivillain/status/2017905339660652565)  2026-02-01T10:18Z 60.1K followers, 34.4K engagements


"I wonder if there is a single example of coin that spiked very hard dumped and then managed to make new highs within 2-3 months I think it basically never happens which is useful to know for managing your risk on these types of shorts"  
[X Link](https://x.com/thedefivillain/status/2018303136830464215)  2026-02-02T12:39Z 60.1K followers, [----] engagements


"@0xbidibidibum There are several ways to play this both on the first and on the second spike (which usually doesn't happen). But my point here was simply that you are almost guaranteed to never reach the highs of the first spike on the second one so you can short it with confidence yes"  
[X Link](https://x.com/thedefivillain/status/2018313440977105125)  2026-02-02T13:19Z 60.1K followers, [--] engagements


"I tend to think gold bounces are still for shorting"  
[X Link](https://x.com/thedefivillain/status/2018646909850914887)  2026-02-03T11:25Z 60.1K followers, [----] engagements


"$MSTR - a leveraged structure designed to mechanically outperform BTC in the long run under some minimally bullish assumptions $BMNR - Tom Lee's long-only ETH investment vehicle where he'll sometimes dilute you under 1x mNAV and write $200m checks to Mr Beast I'm obviously overstating the point here but BMNR truly doesn't offer something more compelling than being outright long ETH https://twitter.com/i/web/status/2018678877334221210 https://twitter.com/i/web/status/2018678877334221210"  
[X Link](https://x.com/thedefivillain/status/2018678877334221210)  2026-02-03T13:32Z 60.1K followers, [----] engagements


"One basic risk management rule is to have a mental stop loss on your whole trading account (or even on your net worth) When you reach this stop loss level it means you should cut all of your positions. Why this works: loss aversion often makes it impossible to close one deeply losing trade. But when you reframe the decision at the account level it becomes much easier mentally. This also forces you think in advance what your 'worst case scenario' looks like and make sure you don't end up in a worst situation than this. Then when you start trading again after that stop loss hit you can start"  
[X Link](https://x.com/thedefivillain/status/2019007606577152006)  2026-02-04T11:18Z 60.1K followers, [----] engagements


"@mlmabc I don't think Multicoin has been holding any material amount of $ETH during these recent years"  
[X Link](https://x.com/thedefivillain/status/2019094969928282622)  2026-02-04T17:05Z 60.1K followers, [----] engagements


"@tmnxeq @mlmabc Given their ideological stance about it yes it is"  
[X Link](https://x.com/thedefivillain/status/2019126070788972723)  2026-02-04T19:09Z 60.1K followers, [---] engagements


"Holders of Microstrategy debt are not panicking btw"  
[X Link](https://x.com/thedefivillain/status/2019158241595519467)  2026-02-04T21:16Z 60.1K followers, [----] engagements


"ouch Future $ETH price action based on the last [--] months megaphone https://t.co/uIswTcGPer Future $ETH price action based on the last [--] months megaphone https://t.co/uIswTcGPer"  
[X Link](https://x.com/thedefivillain/status/2019344541657317443)  2026-02-05T09:37Z 60.1K followers, 23.9K engagements


"What a great day to have a $MSTR earnings call lol"  
[X Link](https://x.com/thedefivillain/status/2019348858267181140)  2026-02-05T09:54Z 60.1K followers, [----] engagements


"I'm long for a bounce and will add if we go to $69k-$70k This PA is truly suffocating but after -20% in a week on BTC I have a hard time thinking we don't get any bounce at all from here I will cut some if we go back to perma-bleeding during US hours"  
[X Link](https://x.com/thedefivillain/status/2019358169768816834)  2026-02-05T10:31Z 60.1K followers, 21.8K engagements


"The fact that there is no straightforward explanation for this level of relentless selling is what makes it legit scary But I'd feel stupid in hindsight not bidding if we bounce here"  
[X Link](https://x.com/thedefivillain/status/2019419897399505318)  2026-02-05T14:36Z 60.1K followers, 13.4K engagements


"So $BTC just bounced +16% to $69k And we're only at the level. that felt like a good discount to long yesterday lol That sell pressure was insane"  
[X Link](https://x.com/thedefivillain/status/2019807647210643539)  2026-02-06T16:17Z 60.1K followers, [----] engagements


"Last home run trade in crypto was $ZEC It topped [--] months ago and I haven't seen another home run trade since then"  
[X Link](https://x.com/thedefivillain/status/2020101547003203917)  2026-02-07T11:45Z 60.1K followers, 10.2K engagements


"@SuperSteveFarms"  
[X Link](https://x.com/thedefivillain/status/2020102948408156189)  2026-02-07T11:50Z 60.1K followers, [---] engagements


"@0xOji0x @DonAlt Yeah and they also drink blood of newborns "It's literally written in the files""  
[X Link](https://x.com/thedefivillain/status/2020489419619197395)  2026-02-08T13:26Z 60.1K followers, [---] engagements


"The bounce from $60k to $70k was not driven by MSTR Good"  
[X Link](https://x.com/thedefivillain/status/2020850603031658767)  2026-02-09T13:21Z 60.1K followers, 19.9K engagements


"@0xG00gly It's pretty simple he's essentially buying $BTC at the same time as he's selling $MSTR so he's only looking at the MSTR/BTC chart and never tries to improve execution on the BTC leg by not outright TWAPing https://x.com/thedefivillain/status/2018312240160543143 Reminder that you are commenting the price of one leg of a pair trade https://t.co/ndaC4fKlhy https://x.com/thedefivillain/status/2018312240160543143 Reminder that you are commenting the price of one leg of a pair trade https://t.co/ndaC4fKlhy"  
[X Link](https://x.com/thedefivillain/status/2020936647127527887)  2026-02-09T19:03Z 60.1K followers, [----] engagements


"$BCH / OTHERS Why is this so strong lmao"  
[X Link](https://x.com/thedefivillain/status/1992312121946931214)  2025-11-22T19:19Z 60.1K followers, 11.5K engagements


"After having seen what happened to all altcoin DATs I'm not sure that as a $HYPE bull you should really wish $PURR to become a meaningful piece of the inflows into HYPE"  
[X Link](https://x.com/thedefivillain/status/2019024279602405524)  2026-02-04T12:24Z 60.1K followers, [----] engagements


"Does this mean that they couldn't buy $HYPE as long as Kyle was running the fund which is why him leaving coincides with Multicoin buying a lot of HYPE @jon_charb Hyper liquid is in most respects everything wrong with crypto Founder literally fled his home country to build Openly facilitates crime and terror Closed source Permissioned @jon_charb Hyper liquid is in most respects everything wrong with crypto Founder literally fled his home country to build Openly facilitates crime and terror Closed source Permissioned"  
[X Link](https://x.com/thedefivillain/status/2020455815853830498)  2026-02-08T11:12Z 60.1K followers, 34.9K engagements


"New article about the MSTR preferred shares: https://substacktools.com/sharex/Hrc7F-Kk https://substacktools.com/sharex/Hrc7F-Kk"  
[X Link](https://x.com/thedefivillain/status/1994127371918823882)  2025-11-27T19:33Z 60.1K followers, 41.4K engagements


"Twenty One Capital holds the third largest BTC treasury among corporations north of 40K BTC Their stock $XXI is only trading $20M volume a day and chart is down only since the initial spike Crazy power law in the treasury company space $MSTR and $BMNR are outliers by being absolute monsters in this market. All the other treasury companies are almost non-existent. https://twitter.com/i/web/status/2003232090708385951 https://twitter.com/i/web/status/2003232090708385951"  
[X Link](https://x.com/thedefivillain/status/2003232090708385951)  2025-12-22T22:32Z 60.1K followers, 12.6K engagements


"$ZIL should provide a great short soon For now I think it could have another leg higher first"  
[X Link](https://x.com/thedefivillain/status/2018656529227063350)  2026-02-03T12:03Z 60.1K followers, [----] engagements


"I'm still shocked that no one with size showed up yesterday while we went from $70k to $60k with no bounce I think a lot of the smart money who was ready to bid was waiting for an 'obvious' entry that would be liquidation driven but it never really came so they settled for the $60k round number which was too stupid not to buy Even if there was a decent amount of liquidations at the bottom you can clearly see that there was no wick The market has gotten smarter and you don't really get the no-brainer 2021-like liquidation candles anymore on $BTC"  
[X Link](https://x.com/thedefivillain/status/2019887596474912824)  2026-02-06T21:35Z 60.1K followers, 25.6K engagements


"On a scale of [--] to [--] how happy are you with your life"  
[X Link](https://x.com/thedefivillain/status/2020269945091985737)  2026-02-07T22:54Z 60.1K followers, 28.3K engagements


"$ZEC and $ASTER are two examples of very high energy pumps we've seen in the past few months I believe these types of runs inevitably mark tops that will last for months if not years which makes them very high certainty shorts But both of the coins also had 3-4 weeks of a bounce that formed a lower high Just something I've noticed not surprising but good to keep in mind. There's inertia when a coin receives so much energy even once it's quite clearly topped it will still receive a lot of residual inflows https://twitter.com/i/web/status/2020830237236363630"  
[X Link](https://x.com/thedefivillain/status/2020830237236363630)  2026-02-09T12:00Z 60.1K followers, 13.4K engagements


"Lol this didn't take a long time They accidentally released the news early it's about them releasing their own chain $ZRO Some $ZRO announcement today Me thinks it'll be hard not to sell the news https://t.co/adrrv2e3Oz Some $ZRO announcement today Me thinks it'll be hard not to sell the news https://t.co/adrrv2e3Oz"  
[X Link](https://x.com/thedefivillain/status/2021194351200596219)  2026-02-10T12:07Z 60.1K followers, 16.2K engagements


"Full Recap of the Crypto Narratives of 2025: https://substacktools.com/sharex/QjSKIjC1 https://substacktools.com/sharex/QjSKIjC1"  
[X Link](https://x.com/thedefivillain/status/2021563374228971612)  2026-02-11T12:34Z 60.1K followers, [----] engagements


"$INJ was among the strongest coins during the whole [----] year Look what happened since then"  
[X Link](https://x.com/thedefivillain/status/2021159857164792102)  2026-02-10T09:50Z 60.1K followers, 16.5K engagements


"Some $ZRO announcement today Me thinks it'll be hard not to sell the news"  
[X Link](https://x.com/thedefivillain/status/2021182021100306479)  2026-02-10T11:18Z 60.1K followers, 23.4K engagements


"@DonAlt $BCH because it's 'bitcoin without Saylor'"  
[X Link](https://x.com/thedefivillain/status/2021193693571449200)  2026-02-10T12:05Z 60.1K followers, [----] engagements


"One year ago just after its launch $S had a +150% move in two weeks It's currently down -95% from there Pretty insane exit scam"  
[X Link](https://x.com/thedefivillain/status/2021272293695983719)  2026-02-10T17:17Z 60.1K followers, 30.7K engagements


"Can you believe people were FOMOing hard into $XPL at $16bn FDV when it had its squeeze after launch"  
[X Link](https://x.com/thedefivillain/status/2021516208038903907)  2026-02-11T09:26Z 60.1K followers, 12.8K engagements


"State of the market $UNI (It was criminal to pump this large cap this much tbh)"  
[X Link](https://x.com/thedefivillain/status/2021685423945199799)  2026-02-11T20:39Z 60.1K followers, 14.2K engagements


"It's quite simple: - There is no threshold level on BTC that suddenly puts $MSTR in much greater difficulty than before. - But the lower the price of BTC goes (and stays there) the harsher it gets for MSTR in a mostly linear way It's not rocket science and there's no big secret: all the metrics about Strategy are completely transparent and clearly displayed on their website. It's not complicated to see how they could suffer. The credit risk is definitely overblown in the sense that people think there's a realistic scenario that could kill MSTR in the near future: that's just plain wrong. Is"  
[X Link](https://x.com/thedefivillain/status/2021888637844001119)  2026-02-12T10:06Z 60.1K followers, [----] engagements


"That's really a demented chart $PIPPIN"  
[X Link](https://x.com/thedefivillain/status/2021899901555429815)  2026-02-12T10:51Z 60.1K followers, [----] engagements


"What's terrible with roundtripping huge gains on $BODEN is that you basically know there is [--] chance it gets back to ATH or even half of that At least a dog or a cat coin has some chance of coming back after a -95% dump"  
[X Link](https://x.com/thedefivillain/status/1814608359560991105)  2024-07-20T10:28Z 60.1K followers, [----] engagements


"$JUP performance is impressive it has barely underperformed $SOL on this down move (the chart is JUP/SOL) Right now it is also the highest FDV coins among all coins launched from [----]. I think one of the main explanations is that it has become the #1 Solana altcoin and there is a lot of value in being this Schelling point especially at a time where Solana strength is noticed by everyone"  
[X Link](https://x.com/thedefivillain/status/1820798107090637068)  2024-08-06T12:24Z 60.1K followers, [----] engagements


"You can see the relative lack of euphoria in altcoins this cycle by looking at the top FDVs reached This cycle (2024-2025) : WLD - 117bn TRUMP - 75bn SUI - 54bn TON - 42bn HYPE - 35bn Last cycle (2021) FIL - 372bn ICP - 249bn ADA - 139bn BNB - 119bn LUNC - 113bn DOGE - 90bn DOT - 76bn FLOW - 57bn LINK - 51bn SHIB - 44bn AXS - 43bn UNI - 43bn OHM - 40bn GALA - 35bn https://twitter.com/i/web/status/1899798222790410633 https://twitter.com/i/web/status/1899798222790410633"  
[X Link](https://x.com/thedefivillain/status/1899798222790410633)  2025-03-12T12:22Z 60.1K followers, [----] engagements


"$ZKJ trading at $2bn FDV for months was a complete mystery to me"  
[X Link](https://x.com/thedefivillain/status/1934238825619869899)  2025-06-15T13:17Z 60.1K followers, 42.5K engagements


"Schelling point $PENGU (I am bullposting a coin I am not even net long on 🥲) Schelling point https://t.co/cGRbza5MaK Schelling point https://t.co/cGRbza5MaK"  
[X Link](https://x.com/thedefivillain/status/1947985157622820955)  2025-07-23T11:40Z 60.1K followers, [----] engagements


"Shill me your favorite provenance coins"  
[X Link](https://x.com/thedefivillain/status/1956759759790698775)  2025-08-16T16:47Z 60.1K followers, [----] engagements


"If people are excited about the buybacks on $HYPE or $PUMP they should have a look at the $QTO buybacks : The buyback wallet bought $800k of $QTO over the last [--] days (verifiable on-chain) . on a $12M market cap coin And all of this is happening while the volume on @quanto is still quite small which means it could easily go up multiples. I love this asymmetric setup so I am obviously very long $QTO"  
[X Link](https://x.com/thedefivillain/status/1959990547893866601)  2025-08-25T14:45Z 60.1K followers, 35.6K engagements


"$WLFI funding on HyperLiquid Bounces are for shorting imo"  
[X Link](https://x.com/thedefivillain/status/1968978704127660485)  2025-09-19T10:01Z 60.1K followers, [----] engagements


"Send the real dark horse of perp DEXes With the highest buyback / mcap ratio by a very wide margin $QTO As the perp DEX narrative starts to get hot I think an undervalued contender that most are not noticing is @quanto Quanto is a perp DEX that uses 100% of revenue from liquidations/fees to buy back their native token $QTO; and with most perp DEX's already above $100M mcap/FDV https://t.co/Ifcd9Wg6G0 As the perp DEX narrative starts to get hot I think an undervalued contender that most are not noticing is @quanto Quanto is a perp DEX that uses 100% of revenue from liquidations/fees to buy"  
[X Link](https://x.com/thedefivillain/status/1969438909655339105)  2025-09-20T16:30Z 60.1K followers, 18.5K engagements


"I can't believe that $ZRO $ETHFI $EIGEN are all in my current watchlist of coins looking decent"  
[X Link](https://x.com/thedefivillain/status/1972219667549962295)  2025-09-28T08:39Z 60.1K followers, [----] engagements


"Can @HyperliquidX list $USELESS please $USELESS is the new $FARTCOIN $USELESS is the new $FARTCOIN"  
[X Link](https://x.com/anyuser/status/1977673814021751136)  2025-10-13T09:52Z 60.1K followers, 60.9K engagements


"Never trust teams that launch [--] tokens imo So is Blast a blatant rug at this point So is Blast a blatant rug at this point"  
[X Link](https://x.com/thedefivillain/status/1979209449676960109)  2025-10-17T15:34Z 60.1K followers, 33.9K engagements


"$AR / $AO both did very bad"  
[X Link](https://x.com/thedefivillain/status/1979283029064392928)  2025-10-17T20:27Z 60.1K followers, [----] engagements


"How is this pattern called"  
[X Link](https://x.com/thedefivillain/status/1985431602655093236)  2025-11-03T19:39Z 60.1K followers, 54.5K engagements


"In case you didn't follow it MSTR is launching a new preferred stock. $STRE is basically the euro-denominated version of $STRF Not a particularly big deal and not particularly surprising but it'll be interesting to see if the euro market is hungry. I am much more bullish on the potential of $STRC anyway. Strategy is offering $STRE (Stream) our first ever Euro-Denominated Perpetual Preferred Stock to European and global institutional investors. $MSTR https://t.co/tCectc2uA2 Strategy is offering $STRE (Stream) our first ever Euro-Denominated Perpetual Preferred Stock to European and global"  
[X Link](https://x.com/thedefivillain/status/1985660645165907968)  2025-11-04T10:49Z 60.2K followers, [----] engagements


"Bad coin = CT owns the coin Gud coin = CT doesn't own the coin"  
[X Link](https://x.com/thedefivillain/status/1986822415603900458)  2025-11-07T15:45Z 60.1K followers, [----] engagements


"That 5x pump was a disgusting crime $IP A good reminder that path dependency can destroy you though They host their Origin Summit conference today which lasts one day Seems to be a pretty straightforward short unless they still have more tools to crime it higher. $IP They host their Origin Summit conference today which lasts one day Seems to be a pretty straightforward short unless they still have more tools to crime it higher. $IP"  
[X Link](https://x.com/thedefivillain/status/1991459741714018771)  2025-11-20T10:52Z 60.1K followers, 10.8K engagements


"@tushar_jain Your cofounder is the CEO of a company that topblasted $1.65bn into $SOL at the local pico top by copying Saylor offering everyone an opportunity to both frontrun the purchase and dump on your head I don't think you can afford to be very cocky on the topic of treasury companies"  
[X Link](https://x.com/thedefivillain/status/1995576347356533050)  2025-12-01T19:30Z 60.1K followers, [----] engagements


"@hemphill49 @travisv @BuckToken If it's a "token" then it's supposed to live on a blockchain and yet they don't give any info about this"  
[X Link](https://x.com/thedefivillain/status/2008840601513652488)  2026-01-07T09:58Z 60.1K followers, [---] engagements


"Strategy's USD Reserve is now large enough to cover more than [--] years of pref dividends without touching their $60bn $BTC stack I believe that the yield offered by their preferred shares is way superior risk-adjusted than most stablecoin yields you will be able to find in crypto"  
[X Link](https://x.com/thedefivillain/status/2009234382297739585)  2026-01-08T12:03Z 60.2K followers, [----] engagements


"It's quite amazing how to this day the large cap altcoins that have performed the best from the [----] bottom are probably the dino coins $XRP $BCH $XMR $XLM $ZEC $TRX $BNB"  
[X Link](https://x.com/thedefivillain/status/2010442283959947310)  2026-01-11T20:02Z 60.2K followers, [----] engagements


"This is now looking rather constructive for $LIT Down more than -50% from the top and bottomed so far around the $1.5 round number All of these new coins have a decent run once they find their first bottom (PUMP XPL MON) Let's see if that was it. $LIT didn't even pump enough for me to TP my long and now it's just looking like it's at the same step as $MON on its downwards acceleration $PUMP $XPL $MON they all needed time to absorb the sell pressure after their initial pump right after TGE https://t.co/ljJOizmQ19 $LIT didn't even pump enough for me to TP my long and now it's just looking like"  
[X Link](https://x.com/thedefivillain/status/2014280319894003724)  2026-01-22T10:13Z 60.2K followers, 11.8K engagements


"Fades that were tradable his month: $ICP $POL $IP $NIGHT $XMR In progress: $DASH $DUSK $BERA $GUN Coming next: $AXS $ROSE Most reliable way to make money in crypto in all market conditions is to understand how to fade altcoin pumps in a risk controlled manner It's a trade that gets offered to you over and over again Most reliable way to make money in crypto in all market conditions is to understand how to fade altcoin pumps in a risk controlled manner It's a trade that gets offered to you over and over again"  
[X Link](https://x.com/thedefivillain/status/2014310086902980686)  2026-01-22T12:12Z 60.1K followers, [----] engagements


"This kind of dead cat bounce is an important pattern to be aware of when you are fading altcoin pumps because it can cut into your profitability a lot. Here $DUSK was down -55% from its top and had been bleeding down for [--] days without a bounce Knowing that the initial pump was very concentrated in energy (almost 5x in [--] days) you have to expect it to bounce somewhere during the downtrend. So you can't add on bearish momentum too late or you're at risk of being oversized when the dead cat bounce happens. What you'd rather want to do is take some profit progressively on the short as price goes"  
[X Link](https://x.com/thedefivillain/status/2015353204431847593)  2026-01-25T09:17Z 60.2K followers, 17.6K engagements


"I'm betting on this being a dead cat bounce too on $AXS This kind of dead cat bounce is an important pattern to be aware of when you are fading altcoin pumps because it can cut into your profitability a lot. Here $DUSK was down -55% from its top and had been bleeding down for [--] days without a bounce Knowing that the initial pump https://t.co/4rNn9VMyP9 This kind of dead cat bounce is an important pattern to be aware of when you are fading altcoin pumps because it can cut into your profitability a lot. Here $DUSK was down -55% from its top and had been bleeding down for [--] days without a bounce"  
[X Link](https://x.com/thedefivillain/status/2015727179590480128)  2026-01-26T10:03Z 60.2K followers, 10.5K engagements


"Lucky is among the few people that are very much worth following in the sea of Twitter/CT slop He's just regularly sharing useful fundamental analysis on crypto for free it's great to still have some of these people on CT Since the Lighter announcement of gating the LLP via staked $LIT + APR rewards the amount of $LIT staked has nearly doubled. This led me down the supply dynamics rabbit hole. As per their docs: "in the short term Lighter is bootstrapping this yield using company funds and https://t.co/tPd9Xssefz Since the Lighter announcement of gating the LLP via staked $LIT + APR rewards"  
[X Link](https://x.com/thedefivillain/status/2017560486145884592)  2026-01-31T11:27Z 60.1K followers, 24K engagements


"@lovetobluff Because it's holding a huge chunk of $BTC"  
[X Link](https://x.com/thedefivillain/status/2017756364722888854)  2026-02-01T00:26Z 60.2K followers, [---] engagements


"First time of this cycle that buying the -30% drawdown was not a winning trade The current drawdown is -40% and is the largest of the cycle"  
[X Link](https://x.com/thedefivillain/status/2018261249352486965)  2026-02-02T09:52Z 60.2K followers, [----] engagements


"@0xjatt amber in [----] felt more like bull market than green in [----] the reverse was true during the previous cycle"  
[X Link](https://x.com/thedefivillain/status/2018655507909902701)  2026-02-03T11:59Z 60.1K followers, [---] engagements


"'Why are people so bearish $BTC literally made a new ATH yesterday ' I dunno man I legit have [--] idea why people would feel bad rn"  
[X Link](https://x.com/thedefivillain/status/1881682739579216162)  2025-01-21T12:38Z 60.1K followers, 28.7K engagements


"What AI coins down -80% do you think is worth accumulating now"  
[X Link](https://x.com/thedefivillain/status/1886759163696496956)  2025-02-04T12:50Z 60.1K followers, 17.3K engagements


"Let's update this one Painful PA of a coin that whole of CT is in vs PA of a coin that no one on CT even knows about https://t.co/E6s5RHeYe3 PA of a coin that whole of CT is in vs PA of a coin that no one on CT even knows about https://t.co/E6s5RHeYe3"  
[X Link](https://x.com/thedefivillain/status/1999856733007810724)  2025-12-13T14:59Z 60.1K followers, 11.8K engagements


"@MikeIppolito_ What DAT is still trading at an "insane multiple" right now"  
[X Link](https://x.com/thedefivillain/status/2003762770270208043)  2025-12-24T09:40Z 60.1K followers, [---] engagements


"While CEX trading is aids right now some on-chain AI opportunities still exist : $PIPPIN : $30M - $300M in [--] days $AVB : $14M - $70M The coins that have had a first run dumped but then found a footing on the chart while having a legit team building are the best bets rn I think the best r/r trades you can take right now is finding the sub $50M mcap AI coins that have a legit shot at going up 10x or more Lev trading CEX coins is orders of magnitude harder than this I think the best r/r trades you can take right now is finding the sub $50M mcap AI coins that have a legit shot at going up 10x or"  
[X Link](https://x.com/thedefivillain/status/1878039658459992478)  2025-01-11T11:22Z 60.1K followers, 12.5K engagements


"How do you explain to your wife that you are down -80% holding $BUTTHOLE which you bought with the thesis that 'it was a beta coin to $FARTCOIN'"  
[X Link](https://x.com/thedefivillain/status/1878509014209757379)  2025-01-12T18:27Z 60.1K followers, 20.4K engagements


"@ChainLinkGod Worst case scenario Aave would have had bad debt that they can repay with their treasury and/or by slashing a small amount of staked $AAVE Not that systemic of a threat imo but bad optics"  
[X Link](https://x.com/thedefivillain/status/1686683235848200192)  2023-08-02T10:19Z 60.1K followers, [----] engagements


"$DPX chart is brutal omg"  
[X Link](https://x.com/thedefivillain/status/1798676394462912791)  2024-06-06T11:20Z 60.1K followers, [----] engagements


"@urbanscribesays @udiWertheimer Well look at MSTR performance over the past pick your timeframe then compare it to the performance of a BTC DCA and you'll realize MSTR has outperformed"  
[X Link](https://x.com/thedefivillain/status/1940345397668692275)  2025-07-02T09:42Z 60.1K followers, [--] engagements


"The only thing $ETH needed to pump this cycle was a credible elite TradFi KOL who could bullpost on CNBC Never underestimate the power of a leading KoL for your asset The examples of this phenomenon in crypto are infinite"  
[X Link](https://x.com/thedefivillain/status/1958192099720868235)  2025-08-20T15:39Z 60.1K followers, [----] engagements


"What's the most obvious long here that people don't see yet"  
[X Link](https://x.com/thedefivillain/status/1978768335031402978)  2025-10-16T10:21Z 60.1K followers, 72.5K engagements


"Speedrun the narratives of [----] : BONK + SOL revival AI LSD Metaverse OP and its eco Arbi szn APT NFTfi Curve eco ZK Perp DEX CANTO Chinese coins BTCfi PEPE Post-PEPE memecoins Ordinals LSTfi Gamblefi TG bots Hpos10i and deriv BALD Friendtech Cartel pumps Rotation game baby"  
[X Link](https://x.com/thedefivillain/status/1709218837101429016)  2023-10-03T14:48Z 60.1K followers, 93.3K engagements


"Speedrun the narratives of [----] from start to finish : 1st BONK pump + SOL revival AI (szn 1) LSD Metaverse OP and its eco Arbi szn APT NFTfi Curve eco ZK Perp DEX CANTO Chinese coins BTCfi PEPE Post-PEPE memecoins Ordinals (szn 1) LSTfi Gamblefi TG bots Animal races Hpos10i and deriv BALD Friendtech Cartel pumps MKR CoinTelegraph fake ETF approval and BTC pump SOL and its eco major surge AI (szn 2) Crypto gaming Ordinals (szn 2) TIA BONK BTC beta Alt L1s Memecoin mania SEI (parallel EVM) INJ ETH beta https://twitter.com/i/web/status/1761819251143262494"  
[X Link](https://x.com/thedefivillain/status/1761819251143262494)  2024-02-25T18:23Z 60.1K followers, 175.6K engagements


"A lot of people seem to think that $MSTR selling $BTC would be a disastrous narrative violation that would have irreversible consequences. I don't agree with this because "not selling BTC" has never been the North Star for MSTR. The North Star for MSTR has always been increasing BTC-per-share ratio and "not selling BTC" was mostly the cherry on the top a great marketing gimmick but never the absolute top priority. Every MSTR shareholder that has a basic understanding of the structure knows that too. A long-term shareholder doesn't invest in MSTR because it wants to invest in a company that"  
[X Link](https://x.com/thedefivillain/status/1996005461880176647)  2025-12-02T23:56Z 60.1K followers, [----] engagements


"The reason I think we are still far away from the peak of the "Bitcoin for Corporations" bubble is that the mechanisms involved are very different from your average altcoin euphoria cycle. The companies that are following the Saylor playbook seriously are operating on long timeframes and they won't sell just because BTC goes down. Think about MSTR even in the very worst case scenario they definitely would not sell any BTC before at least [----]. If a company starts adopting the BTC treasury strategy and its stock goes to 1x mNAV or less it becomes a screaming buy as long as BTC is doing"  
[X Link](https://x.com/thedefivillain/status/1928154893677732063)  2025-05-29T18:22Z 60.1K followers, 12.6K engagements


"How to blow up [---] : Holding onto a losing short. INCREDIBLY dangerous Your brain will block you from cutting it once the negative uPnL gets large enough And that's where the real trouble begins. Because the size of your losing short is increasing as you are already deeply underwater Truly a recipe for disaster And a pair trade can lead to this outcome if the short leg goes very wrong Always favor survival over anything else anon 🫡 I'm never investing into a liquid crypto fund again. How the fuck am I down 10M through the first half of the year. 🤯🤯 https://t.co/lKlzlWe7fL I'm never"  
[X Link](https://x.com/thedefivillain/status/1947782465830981818)  2025-07-22T22:15Z 60.1K followers, 13.5K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@thedefivillain Avatar @thedefivillain VIKTOR

Several altcoins, including $ENA, $XPL, and $ASTER, are experiencing significant price movements and generating discussion among traders. Some traders are expressing skepticism about the legitimacy of certain coins and exchanges, citing "blatant crime" and manipulated price action. Meanwhile, others are rotating out of certain altcoins and into $BTC, anticipating a potential downturn in the market.

Engagements: [------] #

Engagements Line Chart

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Mentions Line Chart

  • [--] Week [--] -28%
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Followers Line Chart

  • [--] Week [------] -0.03%
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CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies #1880 finance 25% stocks 17% exchanges 5% currencies 3% technology brands 1% nfts 1%

Social topic influence coins 9%, crypto #4587, $btc 8%, $mstr #46, altcoin 7%, coin 7%, mstr #31, $hype #479, hype 4%, $zro #150

Top accounts mentioned or mentioned by @tmnxeq @0xbidibidibum @mlmabc @superstevefarms @donalt @quanto @shynkariukillia @sunarprolik @defi_orbit @ahonking_goose @0xoji0x @0xg00gly @joncharb @hyperliquidx @tusharjain @hemphill49 @travisv @bucktoken @lovetobluff @0xjatt

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Hyperliquid (HYPE) Layerzero (ZRO) Plasma (XPL) Zcash (ZEC) Ethereum (ETH) Bitcoin Cash (BCH) Dusk (DUSK) World Liberty Financial (WLFI) River (RIVER) Stable (STABLE) Oasis (ROSE) BITMINE IMMERSION TECH (BMNR) Pippin (PIPPIN) Solana (SOL) PumpBTC (Governance token) (PUMP) Fartcoin (FARTCOIN) Story (IP) Monero (XMR) Litentry (LIT) Axie Infinity (AXS) Friend.tech (FRIEND) Sonnet BioTherapeutics Holdings, Inc. Common Stock (SONN) Palantir Technologies Inc. (PLTR) Stride (STRD) Canton (CC) Tether Gold (XAUT) PAX Gold (PAXG) Polyhedra Network (ZKJ) Purr (PURR)

Top Social Posts

Top posts by engagements in the last [--] hours

"What is the goal of a $BTC treasury company It is to increase the BTC per share ratio ie the ratio between their total BTC stack and the number of fully diluted shares of the company. http://x.com/i/article/1950189081356349440 http://x.com/i/article/1950189081356349440"
X Link 2025-07-29T14:46Z 60.1K followers, 167.8K engagements

"Do you guys remember these 😭 So hyped before launch"
X Link 2025-11-09T20:15Z 60.1K followers, 179.8K engagements

"Basically every altcoin DAT printed a local top on the chart of the underlying What will $SONN do different to avoid this with $HYPE"
X Link 2025-12-03T11:15Z 60.1K followers, [----] engagements

"What is the high IQ take on $PLTR stock price"
X Link 2025-12-10T14:21Z 60.1K followers, [----] engagements

"The CEO of Strategy Phong Le has explicitly said that they were prioritizing the dividend payments of preferred shares even it meant selling $BTC at some point You can currently get paid 13% yield on $STRD with what seems to be a very low risk of not getting the divs"
X Link 2025-12-19T15:10Z 60.1K followers, [----] engagements

"What are the best coins to short here"
X Link 2026-01-07T14:28Z 60.1K followers, [----] engagements

"$CC is pumping today the day before its halving I'll try to get a short tomorrow for a potential sell-the-news trade but that coin moves so inorganically that I'm not sure it's reliant on this catalyst $CC halving in one day https://t.co/ymHu1Blo8w $CC halving in one day https://t.co/ymHu1Blo8w"
X Link 2026-01-11T16:43Z 60.1K followers, 15.8K engagements

"$WLFI is a joke Do the holders even realize that they are contractually excluded from getting the revenue from the app They don't seem to care Sub $10bn FDV is coming sooner or later Havent seen anyone else talk about this yet so I wanted to bring up an alarming governance vote by World Liberty Fi this month that appears to be the start of a slow extraction of value from WLFI holders by the team: What you see above appears to be a rigged vote where the https://t.co/CGsj7vVUUk Havent seen anyone else talk about this yet so I wanted to bring up an alarming governance vote by World Liberty Fi"
X Link 2026-01-20T10:26Z 60.1K followers, [----] engagements

"I'm out of that one I don't have strong enough conviction to hold it $ZRO $ZRO has been silently chadding in [----] https://t.co/aNpj3zm6tP $ZRO has been silently chadding in [----] https://t.co/aNpj3zm6tP"
X Link 2026-01-21T10:43Z 60.1K followers, [----] engagements

"How reliable are $PAXG and $XAUT prices during weekends"
X Link 2026-01-24T18:43Z 60.1K followers, 12.2K engagements

"$RIVER joins the top [--] of highest FDV scam coins ever with a current valuation of $8.5bn. The ceiling so far has been $20bn repeatedly. I've been warning about that scam coin for some time. Now we're getting closer and closer to the climax $RIVER https://t.co/mwPoLE0WmP I've been warning about that scam coin for some time. Now we're getting closer and closer to the climax $RIVER https://t.co/mwPoLE0WmP"
X Link 2026-01-26T09:16Z 60.1K followers, 15.5K engagements

""It's essentially $XPL but it goes up" $STABLE"
X Link 2026-01-27T15:42Z 60.1K followers, 16.6K engagements

"Recap of the past [--] weeks in crypto: - $BTC dumped from its $98k highs and is overall very weak while stocks are at ATH. - Gold and Silver going parabolic and reaching important round numbers ($5k/$100) - $HYPE remained weak until the Tornado clusted finished selling giga bounce $22 - $30 in one day after bottom - $RIVER is the new king scam coin it reached almost $10bn FDV and went up 30x bottom to top - Privacy meta: $XMR broke out from $500 to $800 then retraced the whole move because it was just fueled by one large hack. Several beta coins pumped hard: $DASH $DUSK $ROSE $SCRT - Korean"
X Link 2026-01-27T23:37Z 60.1K followers, 14.6K engagements

""$XPL but its goes up" (thanks to crime) $STABLE "It's essentially $XPL but it goes up" $STABLE https://t.co/vHtSqKFQ9C "It's essentially $XPL but it goes up" $STABLE https://t.co/vHtSqKFQ9C"
X Link 2026-01-29T10:26Z 60.1K followers, [----] engagements

"$ROSE: one of the few coins that looks like it wants to break out (despite being part of the exhausted privacy meta.)"
X Link 2026-01-30T10:48Z 60.1K followers, [----] engagements

"NGL I wasn't expecting such a strong $ZEC dead cat bounce in December but it seems to have printed a lower high and this chart is looking like it still needs to digest a 20x pump (by bleeding down) My expectation is that $ZEC remains an under-performer for some time It had the opportunity to look good by flipping $400 but got rejected hard there https://t.co/iW0uNpRpmP My expectation is that $ZEC remains an under-performer for some time It had the opportunity to look good by flipping $400 but got rejected hard there https://t.co/iW0uNpRpmP"
X Link 2026-01-31T11:54Z 60.1K followers, [----] engagements

"Being concerned about Microstrategy involvement in BTC makes sense I would prefer if they had smaller scale too But if you're genuinely wanting to get rid of Saylor before bottoming. boy we're in for a long ride MSTR is a cockroach they are not going away anytime soon"
X Link 2026-02-01T00:07Z 60.1K followers, [----] engagements

"$ZK is trading at $0.16 on Upbit and at $0.034 on Binance lmao"
X Link 2026-02-01T10:18Z 60.1K followers, 34.4K engagements

"I wonder if there is a single example of coin that spiked very hard dumped and then managed to make new highs within 2-3 months I think it basically never happens which is useful to know for managing your risk on these types of shorts"
X Link 2026-02-02T12:39Z 60.1K followers, [----] engagements

"@0xbidibidibum There are several ways to play this both on the first and on the second spike (which usually doesn't happen). But my point here was simply that you are almost guaranteed to never reach the highs of the first spike on the second one so you can short it with confidence yes"
X Link 2026-02-02T13:19Z 60.1K followers, [--] engagements

"I tend to think gold bounces are still for shorting"
X Link 2026-02-03T11:25Z 60.1K followers, [----] engagements

"$MSTR - a leveraged structure designed to mechanically outperform BTC in the long run under some minimally bullish assumptions $BMNR - Tom Lee's long-only ETH investment vehicle where he'll sometimes dilute you under 1x mNAV and write $200m checks to Mr Beast I'm obviously overstating the point here but BMNR truly doesn't offer something more compelling than being outright long ETH https://twitter.com/i/web/status/2018678877334221210 https://twitter.com/i/web/status/2018678877334221210"
X Link 2026-02-03T13:32Z 60.1K followers, [----] engagements

"One basic risk management rule is to have a mental stop loss on your whole trading account (or even on your net worth) When you reach this stop loss level it means you should cut all of your positions. Why this works: loss aversion often makes it impossible to close one deeply losing trade. But when you reframe the decision at the account level it becomes much easier mentally. This also forces you think in advance what your 'worst case scenario' looks like and make sure you don't end up in a worst situation than this. Then when you start trading again after that stop loss hit you can start"
X Link 2026-02-04T11:18Z 60.1K followers, [----] engagements

"@mlmabc I don't think Multicoin has been holding any material amount of $ETH during these recent years"
X Link 2026-02-04T17:05Z 60.1K followers, [----] engagements

"@tmnxeq @mlmabc Given their ideological stance about it yes it is"
X Link 2026-02-04T19:09Z 60.1K followers, [---] engagements

"Holders of Microstrategy debt are not panicking btw"
X Link 2026-02-04T21:16Z 60.1K followers, [----] engagements

"ouch Future $ETH price action based on the last [--] months megaphone https://t.co/uIswTcGPer Future $ETH price action based on the last [--] months megaphone https://t.co/uIswTcGPer"
X Link 2026-02-05T09:37Z 60.1K followers, 23.9K engagements

"What a great day to have a $MSTR earnings call lol"
X Link 2026-02-05T09:54Z 60.1K followers, [----] engagements

"I'm long for a bounce and will add if we go to $69k-$70k This PA is truly suffocating but after -20% in a week on BTC I have a hard time thinking we don't get any bounce at all from here I will cut some if we go back to perma-bleeding during US hours"
X Link 2026-02-05T10:31Z 60.1K followers, 21.8K engagements

"The fact that there is no straightforward explanation for this level of relentless selling is what makes it legit scary But I'd feel stupid in hindsight not bidding if we bounce here"
X Link 2026-02-05T14:36Z 60.1K followers, 13.4K engagements

"So $BTC just bounced +16% to $69k And we're only at the level. that felt like a good discount to long yesterday lol That sell pressure was insane"
X Link 2026-02-06T16:17Z 60.1K followers, [----] engagements

"Last home run trade in crypto was $ZEC It topped [--] months ago and I haven't seen another home run trade since then"
X Link 2026-02-07T11:45Z 60.1K followers, 10.2K engagements

"@SuperSteveFarms"
X Link 2026-02-07T11:50Z 60.1K followers, [---] engagements

"@0xOji0x @DonAlt Yeah and they also drink blood of newborns "It's literally written in the files""
X Link 2026-02-08T13:26Z 60.1K followers, [---] engagements

"The bounce from $60k to $70k was not driven by MSTR Good"
X Link 2026-02-09T13:21Z 60.1K followers, 19.9K engagements

"@0xG00gly It's pretty simple he's essentially buying $BTC at the same time as he's selling $MSTR so he's only looking at the MSTR/BTC chart and never tries to improve execution on the BTC leg by not outright TWAPing https://x.com/thedefivillain/status/2018312240160543143 Reminder that you are commenting the price of one leg of a pair trade https://t.co/ndaC4fKlhy https://x.com/thedefivillain/status/2018312240160543143 Reminder that you are commenting the price of one leg of a pair trade https://t.co/ndaC4fKlhy"
X Link 2026-02-09T19:03Z 60.1K followers, [----] engagements

"$BCH / OTHERS Why is this so strong lmao"
X Link 2025-11-22T19:19Z 60.1K followers, 11.5K engagements

"After having seen what happened to all altcoin DATs I'm not sure that as a $HYPE bull you should really wish $PURR to become a meaningful piece of the inflows into HYPE"
X Link 2026-02-04T12:24Z 60.1K followers, [----] engagements

"Does this mean that they couldn't buy $HYPE as long as Kyle was running the fund which is why him leaving coincides with Multicoin buying a lot of HYPE @jon_charb Hyper liquid is in most respects everything wrong with crypto Founder literally fled his home country to build Openly facilitates crime and terror Closed source Permissioned @jon_charb Hyper liquid is in most respects everything wrong with crypto Founder literally fled his home country to build Openly facilitates crime and terror Closed source Permissioned"
X Link 2026-02-08T11:12Z 60.1K followers, 34.9K engagements

"New article about the MSTR preferred shares: https://substacktools.com/sharex/Hrc7F-Kk https://substacktools.com/sharex/Hrc7F-Kk"
X Link 2025-11-27T19:33Z 60.1K followers, 41.4K engagements

"Twenty One Capital holds the third largest BTC treasury among corporations north of 40K BTC Their stock $XXI is only trading $20M volume a day and chart is down only since the initial spike Crazy power law in the treasury company space $MSTR and $BMNR are outliers by being absolute monsters in this market. All the other treasury companies are almost non-existent. https://twitter.com/i/web/status/2003232090708385951 https://twitter.com/i/web/status/2003232090708385951"
X Link 2025-12-22T22:32Z 60.1K followers, 12.6K engagements

"$ZIL should provide a great short soon For now I think it could have another leg higher first"
X Link 2026-02-03T12:03Z 60.1K followers, [----] engagements

"I'm still shocked that no one with size showed up yesterday while we went from $70k to $60k with no bounce I think a lot of the smart money who was ready to bid was waiting for an 'obvious' entry that would be liquidation driven but it never really came so they settled for the $60k round number which was too stupid not to buy Even if there was a decent amount of liquidations at the bottom you can clearly see that there was no wick The market has gotten smarter and you don't really get the no-brainer 2021-like liquidation candles anymore on $BTC"
X Link 2026-02-06T21:35Z 60.1K followers, 25.6K engagements

"On a scale of [--] to [--] how happy are you with your life"
X Link 2026-02-07T22:54Z 60.1K followers, 28.3K engagements

"$ZEC and $ASTER are two examples of very high energy pumps we've seen in the past few months I believe these types of runs inevitably mark tops that will last for months if not years which makes them very high certainty shorts But both of the coins also had 3-4 weeks of a bounce that formed a lower high Just something I've noticed not surprising but good to keep in mind. There's inertia when a coin receives so much energy even once it's quite clearly topped it will still receive a lot of residual inflows https://twitter.com/i/web/status/2020830237236363630"
X Link 2026-02-09T12:00Z 60.1K followers, 13.4K engagements

"Lol this didn't take a long time They accidentally released the news early it's about them releasing their own chain $ZRO Some $ZRO announcement today Me thinks it'll be hard not to sell the news https://t.co/adrrv2e3Oz Some $ZRO announcement today Me thinks it'll be hard not to sell the news https://t.co/adrrv2e3Oz"
X Link 2026-02-10T12:07Z 60.1K followers, 16.2K engagements

"Full Recap of the Crypto Narratives of 2025: https://substacktools.com/sharex/QjSKIjC1 https://substacktools.com/sharex/QjSKIjC1"
X Link 2026-02-11T12:34Z 60.1K followers, [----] engagements

"$INJ was among the strongest coins during the whole [----] year Look what happened since then"
X Link 2026-02-10T09:50Z 60.1K followers, 16.5K engagements

"Some $ZRO announcement today Me thinks it'll be hard not to sell the news"
X Link 2026-02-10T11:18Z 60.1K followers, 23.4K engagements

"@DonAlt $BCH because it's 'bitcoin without Saylor'"
X Link 2026-02-10T12:05Z 60.1K followers, [----] engagements

"One year ago just after its launch $S had a +150% move in two weeks It's currently down -95% from there Pretty insane exit scam"
X Link 2026-02-10T17:17Z 60.1K followers, 30.7K engagements

"Can you believe people were FOMOing hard into $XPL at $16bn FDV when it had its squeeze after launch"
X Link 2026-02-11T09:26Z 60.1K followers, 12.8K engagements

"State of the market $UNI (It was criminal to pump this large cap this much tbh)"
X Link 2026-02-11T20:39Z 60.1K followers, 14.2K engagements

"It's quite simple: - There is no threshold level on BTC that suddenly puts $MSTR in much greater difficulty than before. - But the lower the price of BTC goes (and stays there) the harsher it gets for MSTR in a mostly linear way It's not rocket science and there's no big secret: all the metrics about Strategy are completely transparent and clearly displayed on their website. It's not complicated to see how they could suffer. The credit risk is definitely overblown in the sense that people think there's a realistic scenario that could kill MSTR in the near future: that's just plain wrong. Is"
X Link 2026-02-12T10:06Z 60.1K followers, [----] engagements

"That's really a demented chart $PIPPIN"
X Link 2026-02-12T10:51Z 60.1K followers, [----] engagements

"What's terrible with roundtripping huge gains on $BODEN is that you basically know there is [--] chance it gets back to ATH or even half of that At least a dog or a cat coin has some chance of coming back after a -95% dump"
X Link 2024-07-20T10:28Z 60.1K followers, [----] engagements

"$JUP performance is impressive it has barely underperformed $SOL on this down move (the chart is JUP/SOL) Right now it is also the highest FDV coins among all coins launched from [----]. I think one of the main explanations is that it has become the #1 Solana altcoin and there is a lot of value in being this Schelling point especially at a time where Solana strength is noticed by everyone"
X Link 2024-08-06T12:24Z 60.1K followers, [----] engagements

"You can see the relative lack of euphoria in altcoins this cycle by looking at the top FDVs reached This cycle (2024-2025) : WLD - 117bn TRUMP - 75bn SUI - 54bn TON - 42bn HYPE - 35bn Last cycle (2021) FIL - 372bn ICP - 249bn ADA - 139bn BNB - 119bn LUNC - 113bn DOGE - 90bn DOT - 76bn FLOW - 57bn LINK - 51bn SHIB - 44bn AXS - 43bn UNI - 43bn OHM - 40bn GALA - 35bn https://twitter.com/i/web/status/1899798222790410633 https://twitter.com/i/web/status/1899798222790410633"
X Link 2025-03-12T12:22Z 60.1K followers, [----] engagements

"$ZKJ trading at $2bn FDV for months was a complete mystery to me"
X Link 2025-06-15T13:17Z 60.1K followers, 42.5K engagements

"Schelling point $PENGU (I am bullposting a coin I am not even net long on 🥲) Schelling point https://t.co/cGRbza5MaK Schelling point https://t.co/cGRbza5MaK"
X Link 2025-07-23T11:40Z 60.1K followers, [----] engagements

"Shill me your favorite provenance coins"
X Link 2025-08-16T16:47Z 60.1K followers, [----] engagements

"If people are excited about the buybacks on $HYPE or $PUMP they should have a look at the $QTO buybacks : The buyback wallet bought $800k of $QTO over the last [--] days (verifiable on-chain) . on a $12M market cap coin And all of this is happening while the volume on @quanto is still quite small which means it could easily go up multiples. I love this asymmetric setup so I am obviously very long $QTO"
X Link 2025-08-25T14:45Z 60.1K followers, 35.6K engagements

"$WLFI funding on HyperLiquid Bounces are for shorting imo"
X Link 2025-09-19T10:01Z 60.1K followers, [----] engagements

"Send the real dark horse of perp DEXes With the highest buyback / mcap ratio by a very wide margin $QTO As the perp DEX narrative starts to get hot I think an undervalued contender that most are not noticing is @quanto Quanto is a perp DEX that uses 100% of revenue from liquidations/fees to buy back their native token $QTO; and with most perp DEX's already above $100M mcap/FDV https://t.co/Ifcd9Wg6G0 As the perp DEX narrative starts to get hot I think an undervalued contender that most are not noticing is @quanto Quanto is a perp DEX that uses 100% of revenue from liquidations/fees to buy"
X Link 2025-09-20T16:30Z 60.1K followers, 18.5K engagements

"I can't believe that $ZRO $ETHFI $EIGEN are all in my current watchlist of coins looking decent"
X Link 2025-09-28T08:39Z 60.1K followers, [----] engagements

"Can @HyperliquidX list $USELESS please $USELESS is the new $FARTCOIN $USELESS is the new $FARTCOIN"
X Link 2025-10-13T09:52Z 60.1K followers, 60.9K engagements

"Never trust teams that launch [--] tokens imo So is Blast a blatant rug at this point So is Blast a blatant rug at this point"
X Link 2025-10-17T15:34Z 60.1K followers, 33.9K engagements

"$AR / $AO both did very bad"
X Link 2025-10-17T20:27Z 60.1K followers, [----] engagements

"How is this pattern called"
X Link 2025-11-03T19:39Z 60.1K followers, 54.5K engagements

"In case you didn't follow it MSTR is launching a new preferred stock. $STRE is basically the euro-denominated version of $STRF Not a particularly big deal and not particularly surprising but it'll be interesting to see if the euro market is hungry. I am much more bullish on the potential of $STRC anyway. Strategy is offering $STRE (Stream) our first ever Euro-Denominated Perpetual Preferred Stock to European and global institutional investors. $MSTR https://t.co/tCectc2uA2 Strategy is offering $STRE (Stream) our first ever Euro-Denominated Perpetual Preferred Stock to European and global"
X Link 2025-11-04T10:49Z 60.2K followers, [----] engagements

"Bad coin = CT owns the coin Gud coin = CT doesn't own the coin"
X Link 2025-11-07T15:45Z 60.1K followers, [----] engagements

"That 5x pump was a disgusting crime $IP A good reminder that path dependency can destroy you though They host their Origin Summit conference today which lasts one day Seems to be a pretty straightforward short unless they still have more tools to crime it higher. $IP They host their Origin Summit conference today which lasts one day Seems to be a pretty straightforward short unless they still have more tools to crime it higher. $IP"
X Link 2025-11-20T10:52Z 60.1K followers, 10.8K engagements

"@tushar_jain Your cofounder is the CEO of a company that topblasted $1.65bn into $SOL at the local pico top by copying Saylor offering everyone an opportunity to both frontrun the purchase and dump on your head I don't think you can afford to be very cocky on the topic of treasury companies"
X Link 2025-12-01T19:30Z 60.1K followers, [----] engagements

"@hemphill49 @travisv @BuckToken If it's a "token" then it's supposed to live on a blockchain and yet they don't give any info about this"
X Link 2026-01-07T09:58Z 60.1K followers, [---] engagements

"Strategy's USD Reserve is now large enough to cover more than [--] years of pref dividends without touching their $60bn $BTC stack I believe that the yield offered by their preferred shares is way superior risk-adjusted than most stablecoin yields you will be able to find in crypto"
X Link 2026-01-08T12:03Z 60.2K followers, [----] engagements

"It's quite amazing how to this day the large cap altcoins that have performed the best from the [----] bottom are probably the dino coins $XRP $BCH $XMR $XLM $ZEC $TRX $BNB"
X Link 2026-01-11T20:02Z 60.2K followers, [----] engagements

"This is now looking rather constructive for $LIT Down more than -50% from the top and bottomed so far around the $1.5 round number All of these new coins have a decent run once they find their first bottom (PUMP XPL MON) Let's see if that was it. $LIT didn't even pump enough for me to TP my long and now it's just looking like it's at the same step as $MON on its downwards acceleration $PUMP $XPL $MON they all needed time to absorb the sell pressure after their initial pump right after TGE https://t.co/ljJOizmQ19 $LIT didn't even pump enough for me to TP my long and now it's just looking like"
X Link 2026-01-22T10:13Z 60.2K followers, 11.8K engagements

"Fades that were tradable his month: $ICP $POL $IP $NIGHT $XMR In progress: $DASH $DUSK $BERA $GUN Coming next: $AXS $ROSE Most reliable way to make money in crypto in all market conditions is to understand how to fade altcoin pumps in a risk controlled manner It's a trade that gets offered to you over and over again Most reliable way to make money in crypto in all market conditions is to understand how to fade altcoin pumps in a risk controlled manner It's a trade that gets offered to you over and over again"
X Link 2026-01-22T12:12Z 60.1K followers, [----] engagements

"This kind of dead cat bounce is an important pattern to be aware of when you are fading altcoin pumps because it can cut into your profitability a lot. Here $DUSK was down -55% from its top and had been bleeding down for [--] days without a bounce Knowing that the initial pump was very concentrated in energy (almost 5x in [--] days) you have to expect it to bounce somewhere during the downtrend. So you can't add on bearish momentum too late or you're at risk of being oversized when the dead cat bounce happens. What you'd rather want to do is take some profit progressively on the short as price goes"
X Link 2026-01-25T09:17Z 60.2K followers, 17.6K engagements

"I'm betting on this being a dead cat bounce too on $AXS This kind of dead cat bounce is an important pattern to be aware of when you are fading altcoin pumps because it can cut into your profitability a lot. Here $DUSK was down -55% from its top and had been bleeding down for [--] days without a bounce Knowing that the initial pump https://t.co/4rNn9VMyP9 This kind of dead cat bounce is an important pattern to be aware of when you are fading altcoin pumps because it can cut into your profitability a lot. Here $DUSK was down -55% from its top and had been bleeding down for [--] days without a bounce"
X Link 2026-01-26T10:03Z 60.2K followers, 10.5K engagements

"Lucky is among the few people that are very much worth following in the sea of Twitter/CT slop He's just regularly sharing useful fundamental analysis on crypto for free it's great to still have some of these people on CT Since the Lighter announcement of gating the LLP via staked $LIT + APR rewards the amount of $LIT staked has nearly doubled. This led me down the supply dynamics rabbit hole. As per their docs: "in the short term Lighter is bootstrapping this yield using company funds and https://t.co/tPd9Xssefz Since the Lighter announcement of gating the LLP via staked $LIT + APR rewards"
X Link 2026-01-31T11:27Z 60.1K followers, 24K engagements

"@lovetobluff Because it's holding a huge chunk of $BTC"
X Link 2026-02-01T00:26Z 60.2K followers, [---] engagements

"First time of this cycle that buying the -30% drawdown was not a winning trade The current drawdown is -40% and is the largest of the cycle"
X Link 2026-02-02T09:52Z 60.2K followers, [----] engagements

"@0xjatt amber in [----] felt more like bull market than green in [----] the reverse was true during the previous cycle"
X Link 2026-02-03T11:59Z 60.1K followers, [---] engagements

"'Why are people so bearish $BTC literally made a new ATH yesterday ' I dunno man I legit have [--] idea why people would feel bad rn"
X Link 2025-01-21T12:38Z 60.1K followers, 28.7K engagements

"What AI coins down -80% do you think is worth accumulating now"
X Link 2025-02-04T12:50Z 60.1K followers, 17.3K engagements

"Let's update this one Painful PA of a coin that whole of CT is in vs PA of a coin that no one on CT even knows about https://t.co/E6s5RHeYe3 PA of a coin that whole of CT is in vs PA of a coin that no one on CT even knows about https://t.co/E6s5RHeYe3"
X Link 2025-12-13T14:59Z 60.1K followers, 11.8K engagements

"@MikeIppolito_ What DAT is still trading at an "insane multiple" right now"
X Link 2025-12-24T09:40Z 60.1K followers, [---] engagements

"While CEX trading is aids right now some on-chain AI opportunities still exist : $PIPPIN : $30M - $300M in [--] days $AVB : $14M - $70M The coins that have had a first run dumped but then found a footing on the chart while having a legit team building are the best bets rn I think the best r/r trades you can take right now is finding the sub $50M mcap AI coins that have a legit shot at going up 10x or more Lev trading CEX coins is orders of magnitude harder than this I think the best r/r trades you can take right now is finding the sub $50M mcap AI coins that have a legit shot at going up 10x or"
X Link 2025-01-11T11:22Z 60.1K followers, 12.5K engagements

"How do you explain to your wife that you are down -80% holding $BUTTHOLE which you bought with the thesis that 'it was a beta coin to $FARTCOIN'"
X Link 2025-01-12T18:27Z 60.1K followers, 20.4K engagements

"@ChainLinkGod Worst case scenario Aave would have had bad debt that they can repay with their treasury and/or by slashing a small amount of staked $AAVE Not that systemic of a threat imo but bad optics"
X Link 2023-08-02T10:19Z 60.1K followers, [----] engagements

"$DPX chart is brutal omg"
X Link 2024-06-06T11:20Z 60.1K followers, [----] engagements

"@urbanscribesays @udiWertheimer Well look at MSTR performance over the past pick your timeframe then compare it to the performance of a BTC DCA and you'll realize MSTR has outperformed"
X Link 2025-07-02T09:42Z 60.1K followers, [--] engagements

"The only thing $ETH needed to pump this cycle was a credible elite TradFi KOL who could bullpost on CNBC Never underestimate the power of a leading KoL for your asset The examples of this phenomenon in crypto are infinite"
X Link 2025-08-20T15:39Z 60.1K followers, [----] engagements

"What's the most obvious long here that people don't see yet"
X Link 2025-10-16T10:21Z 60.1K followers, 72.5K engagements

"Speedrun the narratives of [----] : BONK + SOL revival AI LSD Metaverse OP and its eco Arbi szn APT NFTfi Curve eco ZK Perp DEX CANTO Chinese coins BTCfi PEPE Post-PEPE memecoins Ordinals LSTfi Gamblefi TG bots Hpos10i and deriv BALD Friendtech Cartel pumps Rotation game baby"
X Link 2023-10-03T14:48Z 60.1K followers, 93.3K engagements

"Speedrun the narratives of [----] from start to finish : 1st BONK pump + SOL revival AI (szn 1) LSD Metaverse OP and its eco Arbi szn APT NFTfi Curve eco ZK Perp DEX CANTO Chinese coins BTCfi PEPE Post-PEPE memecoins Ordinals (szn 1) LSTfi Gamblefi TG bots Animal races Hpos10i and deriv BALD Friendtech Cartel pumps MKR CoinTelegraph fake ETF approval and BTC pump SOL and its eco major surge AI (szn 2) Crypto gaming Ordinals (szn 2) TIA BONK BTC beta Alt L1s Memecoin mania SEI (parallel EVM) INJ ETH beta https://twitter.com/i/web/status/1761819251143262494"
X Link 2024-02-25T18:23Z 60.1K followers, 175.6K engagements

"A lot of people seem to think that $MSTR selling $BTC would be a disastrous narrative violation that would have irreversible consequences. I don't agree with this because "not selling BTC" has never been the North Star for MSTR. The North Star for MSTR has always been increasing BTC-per-share ratio and "not selling BTC" was mostly the cherry on the top a great marketing gimmick but never the absolute top priority. Every MSTR shareholder that has a basic understanding of the structure knows that too. A long-term shareholder doesn't invest in MSTR because it wants to invest in a company that"
X Link 2025-12-02T23:56Z 60.1K followers, [----] engagements

"The reason I think we are still far away from the peak of the "Bitcoin for Corporations" bubble is that the mechanisms involved are very different from your average altcoin euphoria cycle. The companies that are following the Saylor playbook seriously are operating on long timeframes and they won't sell just because BTC goes down. Think about MSTR even in the very worst case scenario they definitely would not sell any BTC before at least [----]. If a company starts adopting the BTC treasury strategy and its stock goes to 1x mNAV or less it becomes a screaming buy as long as BTC is doing"
X Link 2025-05-29T18:22Z 60.1K followers, 12.6K engagements

"How to blow up [---] : Holding onto a losing short. INCREDIBLY dangerous Your brain will block you from cutting it once the negative uPnL gets large enough And that's where the real trouble begins. Because the size of your losing short is increasing as you are already deeply underwater Truly a recipe for disaster And a pair trade can lead to this outcome if the short leg goes very wrong Always favor survival over anything else anon 🫡 I'm never investing into a liquid crypto fund again. How the fuck am I down 10M through the first half of the year. 🤯🤯 https://t.co/lKlzlWe7fL I'm never"
X Link 2025-07-22T22:15Z 60.1K followers, 13.5K engagements

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@thedefivillain
/creator/twitter::thedefivillain