[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.] #  @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 $BTC, anticipating a potential downturn in the market. ### Engagements: XXXXXX [#](/creator/twitter::1522870521414787072/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -XXXX% - X Months XXXXXXXXXX +87% - X Year XXXXXXXXXX +41% ### Mentions: XX [#](/creator/twitter::1522870521414787072/posts_active)  - X Week XXX -XX% - X Month XXX -XXXX% - X Months XXXXX -XXXX% - X Year XXXXX +114% ### Followers: XXXXXX [#](/creator/twitter::1522870521414787072/followers)  - X Week XXXXXX +0.07% - X Month XXXXXX +1.10% - X Months XXXXXX +13% - X Year XXXXXX +26% ### CreatorRank: XXXXXXX [#](/creator/twitter::1522870521414787072/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #492 [finance](/list/finance) #2845 [stocks](/list/stocks) XXXX% [exchanges](/list/exchanges) #1212 [currencies](/list/currencies) XXXX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [mstr](/topic/mstr) #71, [$hype](/topic/$hype) #11, [$mstr](/topic/$mstr) #91, [$pippin](/topic/$pippin) #108, [$btc](/topic/$btc) #67, [if you](/topic/if-you) 4.81%, [altcoin](/topic/altcoin) #35, [bullish](/topic/bullish) #483, [zec](/topic/zec) #494, [10x](/topic/10x) #63 **Top accounts mentioned or mentioned by** [@cryptobyrde](/creator/undefined) [@whitingbarnabas](/creator/undefined) [@lowstrife](/creator/undefined) [@rektdiomedes](/creator/undefined) [@irmanoviyanii](/creator/undefined) [@eternalsha](/creator/undefined) [@0xvyuuub](/creator/undefined) [@cryptomtndrew](/creator/undefined) [@tmnxeq](/creator/undefined) [@jaym9x](/creator/undefined) [@sigmasquared_](/creator/undefined) [@balboajojox](/creator/undefined) [@shekelfinance](/creator/undefined) [@glhfbuy](/creator/undefined) [@bowtiedlobster](/creator/undefined) [@rutank3](/creator/undefined) [@0xgeegee](/creator/undefined) [@cryptodonalt](/creator/undefined) [@uncledoomer](/creator/undefined) [@sigmasquared](/creator/undefined) **Top assets mentioned** [Hyperliquid (HYPE)](/topic/$hype) [Strategy (MSTR)](/topic/$mstr) [Pippin (PIPPIN)](/topic/$pippin) [Bitcoin (BTC)](/topic/$btc) [Ethereum (ETH)](/topic/$eth) [Zcash (ZEC)](/topic/$zec) [Eigenlayer (EIGEN)](/topic/$eigen) [Cardano (ADA)](/topic/$ada) [Purr (PURR)](/topic/$purr) [DOPEX (DPX)](/topic/$dpx) [Official Trump (TRUMP)](/topic/$trump) [Merlin Chain (MERL)](/topic/$merl) [BNB (BNB)](/topic/$bnb) [Celestia (TIA)](/topic/$tia) [Plasma (XPL)](/topic/$xpl) [Sonnet BioTherapeutics Holdings, Inc. Common Stock (SONN)](/topic/$sonn) [Axie Infinity (AXS)](/topic/$axs) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Alchemist AI (ALCH)](/topic/$alch) [Synthetix (SNX)](/topic/$snx) [Canton (CC)](/topic/$cc) [yearn.finance (YFI)](/topic/$yfi) [Gala (GALA)](/topic/$gala) [SUSHI (SUSHI)](/topic/$sushi) [TON Station (SOON)](/topic/$soon) [Etherparty (FUEL)](/topic/$fuel) ### Top Social Posts Top posts by engagements in the last XX hours "$EIGEN is down a casual -XX% in two months" [X Link](https://x.com/thedefivillain/status/1995466475214135432) 2025-12-01T12:14Z 60K followers, 9459 engagements "$PIPPIN shorts casually bleeding XX% of their position every day to hold it and price looks anything but. bothered Good luck out there" [X Link](https://x.com/thedefivillain/status/1996560143648276823) 2025-12-04T12:40Z 60K followers, 21.9K engagements "Where are the Sonnet $HYPE buyers" [X Link](https://x.com/thedefivillain/status/1996996184645206415) 2025-12-05T17:32Z 60K followers, 8787 engagements "$HYPE looks like it badly wants sub $30" [X Link](https://x.com/thedefivillain/status/1997253946231124119) 2025-12-06T10:37Z 60K followers, 10.5K engagements "Is the $NIGHT launch bullish bearish or neutral for $ADA" [X Link](https://x.com/thedefivillain/status/1997990020590846075) 2025-12-08T11:21Z 60K followers, 5742 engagements "They are incentivized to buy stock instead of HYPE until mNAV is above 1x. If it takes more than $30M to go above 1x they will prob keep buying their stock first before HYPE. But volume on the stock is super low so maybe it doesn't take a lot to push it. One caveat is that maybe I'm off and they are not allowed to use their current cash to buy back stock in which case the news is prob a nothingburger" [X Link](https://x.com/thedefivillain/status/1998082040931959232) 2025-12-08T17:27Z 60K followers, XXX engagements "I've posted a few tweets to advise against shorting $PIPPIN this squeeze outcome was very likely And with the funding still being super negative I'm not even convinced that this is topped" [X Link](https://x.com/thedefivillain/status/1997237907459903972) 2025-12-06T09:33Z 60K followers, 21.3K engagements "@uncledoomer Nick is god-tier at engagement farming" [X Link](https://x.com/thedefivillain/status/1997988096340595035) 2025-12-08T11:14Z 60K followers, 3763 engagements "@SigmaSquared_ The market doesn't really have to price that in MSTR can outperform BTC even if trades perpetually at 1x mNAV" [X Link](https://x.com/thedefivillain/status/1998162942169165878) 2025-12-08T22:49Z 60K followers, XXX engagements "Similar pattern similar outcome Pure bear trap $PIPPIN" [X Link](https://x.com/thedefivillain/status/1995836207906127960) 2025-12-02T12:43Z 60K followers, 10.9K engagements "Indeed it was most likely insiders" [X Link](https://x.com/thedefivillain/status/1998016783073386752) 2025-12-08T13:08Z 60K followers, 2748 engagements "@eternalsha Basically it's not very accretive to sell MSTR for BTC at this mNAV it scares BTC buyers because any large BTC purchase is almost seen as bearish and on top of that it also contradicts their mNAV guidance so I don't see why they have done that" [X Link](https://x.com/thedefivillain/status/1998024281763291577) 2025-12-08T13:38Z 60K followers, 2913 engagements ""Well actually we're not going to use the cash to purchase $HYPE but rather to buy back our own stock" I haven't checked the numbers but I guess they are trading below 1x mNAV so they believe it's more interesting to buy their PURR stock rather than HYPE. which is correct" [X Link](https://x.com/thedefivillain/status/1998051854941352062) 2025-12-08T15:27Z 60K followers, 35.5K engagements "The most fragile $HYPE long in size on HL is an $11M long that gets liquidated at $XXXX The largest $HYPE long on HL holds a $56M position and his liquidation price is $XXXX Seeing so many vulnerable levered positions between $XX and $XX provides low incentive to get long here" [X Link](https://x.com/thedefivillain/status/1998326964952690915) 2025-12-09T09:40Z 60K followers, 18.1K engagements "$DPX chart is brutal omg" [X Link](https://x.com/thedefivillain/status/1798676394462912791) 2024-06-06T11:20Z 60K followers, 7698 engagements "Do you guys remember these 😭 So hyped before launch" [X Link](https://x.com/thedefivillain/status/1987615172492665166) 2025-11-09T20:15Z 60K followers, 179.5K engagements ""I have already seen this pattern somewhere." $PIPPIN" [X Link](https://x.com/thedefivillain/status/1992907799714836751) 2025-11-24T10:47Z 60K followers, 39.2K engagements "I still don't understand what happened here on $TRUMP coin No announcement nothing" [X Link](https://x.com/thedefivillain/status/1992928133738291605) 2025-11-24T12:07Z 60K followers, 32.8K engagements "How is this pattern called $MERL" [X Link](https://x.com/thedefivillain/status/1994356223676739813) 2025-11-28T10:42Z 60K followers, 7451 engagements "Tradingview spaghetti charts look much better if you use the thinnest lines (you can change this in the thickness settings) I don't know why I'm only realizing this just now" [X Link](https://x.com/thedefivillain/status/1994358709405851731) 2025-11-28T10:52Z 60K followers, 9070 engagements "Future $ETH price action based on the last XX months megaphone" [X Link](https://x.com/thedefivillain/status/1994754341559742663) 2025-11-29T13:04Z 60K followers, 116.8K engagements "Some trades look so simple in hindsight CZ "comes back" go max long $BNB Infinite liquidity with limited drawdown +45% in XX days" [X Link](https://x.com/thedefivillain/status/1994769482867155005) 2025-11-29T14:04Z 60K followers, 32.8K engagements "Are we really going from "Tether is worth $500bn" to a literal good ole Tether insolvency FUD in a month That's so retarded 😭" [X Link](https://x.com/thedefivillain/status/1995253628009845019) 2025-11-30T22:08Z 60K followers, 4319 engagements "If you skim through altcoin charts We are in deep bear market territory lmao" [X Link](https://x.com/thedefivillain/status/1995447524564320724) 2025-12-01T10:58Z 60K followers, 29.5K engagements "It looks like people don't even believe that the Sonnet $HYPE purchases are going to come anymore The vote is supposed to be tomorrow and last time it pumped +10% as a frontrunning trade" [X Link](https://x.com/thedefivillain/status/1995450561135550509) 2025-12-01T11:11Z 60K followers, 23.7K engagements "Be a $TIA holder See your coin go down -XX% Then another -XX% Then another -XX% And you main KoL has now pivoted to bear porn" [X Link](https://x.com/thedefivillain/status/1995457605028679839) 2025-12-01T11:39Z 60K followers, 43.3K engagements "$1.4bn worth of $MSTR sold to have a USD reserve ready to cover X years of dividend payments Excellent idea" [X Link](https://x.com/thedefivillain/status/1995478374177771595) 2025-12-01T13:01Z 60K followers, 49.7K engagements "New $XPL all time lows I received an award today" [X Link](https://x.com/thedefivillain/status/1995510565993890073) 2025-12-01T15:09Z 60K followers, 5975 engagements "What $MSTR did yesterday (creating a USD reserve) was precisely to *avoid* selling $BTC for at least XX months At the same time they also decided to get rid of the "we will never sell our BTC" narrative because that hurts their optionality. People interpreted it as "they are going to sell their BTC" but there's a clear difference between announcing that they can consider it and actually doing it. Creating the USD reserve is evidence that they will try hard not to sell BTC. Let me also remind you once again that IF they had to sell BTC to pay for dividends. 1/ We would know exactly how much" [X Link](https://x.com/thedefivillain/status/1995796600988320068) 2025-12-02T10:06Z 60K followers, 52.5K engagements "Even if $PIPPIN is up 10x and could very well top here this looks risky to short at negative funding and with zero sign of climax squeeze" [X Link](https://x.com/thedefivillain/status/1995803134455648678) 2025-12-02T10:32Z 60K followers, 18.3K engagements "@dschamis @HyperliquidX @HypeStrat Can you share details about how much cash do you plan to use for HYPE purchases and whether they are going to be OTC or on the open market" [X Link](https://x.com/thedefivillain/status/1995997740241682433) 2025-12-02T23:25Z 60K followers, 2179 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 60K followers, 9271 engagements "Isn't this the perfect embodiment of the billionaire's wife meme" [X Link](https://x.com/thedefivillain/status/1996162304581177689) 2025-12-03T10:19Z 60K followers, 84K 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 60K followers, 9472 engagements "And that's why $AXS remained an extremely consistent under-performer even X years after Crazy work" [X Link](https://x.com/thedefivillain/status/1996209160392974446) 2025-12-03T13:25Z 60K followers, 27.9K engagements "Tom Lee still being able to buy $200M-$300M worth of $ETH a week is pretty crazy" [X Link](https://x.com/thedefivillain/status/1996595582299746522) 2025-12-04T15:00Z 60K followers, 44.6K engagements "Let's try to bottom the crypto/stocks ratio. What are the best Twitter accounts to follow for tradfi/equities trading" [X Link](https://x.com/thedefivillain/status/1996604005795934548) 2025-12-04T15:34Z 60K followers, 6753 engagements "$SATA is a similar preferred stock as $STRC but it pays $XX worth of dividends a year (this is currently XX% effective yield) and Strive (the BTC treasury company that issues SATA) does not have any debt or convertible bond The balance sheet is super clean (more than MSTR which wants to get rid of its CBs) I think SATA is a good yield product" [X Link](https://x.com/thedefivillain/status/1996883331581931630) 2025-12-05T10:04Z 60K followers, 6796 engagements "$ALCH also looks like it will inevitably attack the shorts at some point The fact that it regularly moves +30% in like XX minutes tells you everything you need to know about how fake the mcap of this coin is R/R for shorts is bad if you don't invalidate at new ATH" [X Link](https://x.com/thedefivillain/status/1996904352280420495) 2025-12-05T11:27Z 60K followers, 4368 engagements "My expectation is that $ZEC remains an under-performer for some time It had the opportunity to look good by flipping $XXX but got rejected hard there" [X Link](https://x.com/thedefivillain/status/1997318562784915481) 2025-12-06T14:53Z 60K followers, 6599 engagements "Digesting this kind of pump without becoming weak is extremely hard If you want an example of coin that managed to do it check XRP chart from last year Pretty clear that ZEC is not looking like that at all" [X Link](https://x.com/thedefivillain/status/1997319677333123440) 2025-12-06T14:58Z 60K followers, 3159 engagements "@lowstrife It is the primary driving mechanism over a significant time horizon. The higher the mNAV the higher the risk that MSTR underperforms BTC in the short/medium term But for it to underperform over a long timeframe it would require BTC having a terrible performance" [X Link](https://x.com/thedefivillain/status/1998076961235829094) 2025-12-08T17:07Z 60K followers, XXX engagements "No worries $SNX holders Kain is just launching an Infinex token to have more money to buy SNX 🙏" [X Link](https://x.com/thedefivillain/status/1993285513252671956) 2025-11-25T11:47Z 60K followers, 35K engagements "New article about the MSTR preferred shares:" [X Link](https://x.com/thedefivillain/status/1994127371918823882) 2025-11-27T19:33Z 60K followers, 29.6K engagements "The market was indeed retarded to value $CC at such a high valuation I'm expecting some fuckery to happen on this coin at some point though just a feeling" [X Link](https://x.com/thedefivillain/status/1997244562725654982) 2025-12-06T09:59Z 60K followers, 7042 engagements "Basically no bid from HyperLiquid Strategies / Sonnet into $HYPE until the mNAV trades at a premium" [X Link](https://x.com/thedefivillain/status/1998052889470599321) 2025-12-08T15:31Z 60K followers, 4121 engagements "Total altcoin annihilation since 10/10 Several altcoins have now broken the support/lows they've been holding since 2022 or 2023 $YFI $GALA $SUSHI" [X Link](https://x.com/thedefivillain/status/1998358564705042747) 2025-12-09T11:46Z 60K followers, 8050 engagements "If you are bullish on $ZEC can you provide examples of coins which pumped this hard (with somewhat similar size) had a -XX% or -XX% correction and then pumped again" [X Link](https://x.com/thedefivillain/status/1997320554223657312) 2025-12-06T15:01Z 60K followers, 3564 engagements "$SOON : $140M FDV - $5.5bn - $400M $H : $270M FDV - $4bn - $600M Welcome to the Binance Hunger Games" [X Link](https://x.com/thedefivillain/status/1997294520824918326) 2025-12-06T13:18Z 60K followers, 5809 engagements "Averaging down can be okay as long as you have a safeguard against doing it indefinitely to zero I was bullish on $FUEL at launch (kek) but given the horrendous PA I stopped buying the dip at some point I had non-trivial losses on it anyway but it was the right decision because this is some of the worst-performing coin I've ever seen And the crypto market is filled with this crap there are no 'value' levels coins can keep going down -XX% again and again until you're insolvent Anyway the lesson is losers average losers so avoid loser coins" [X Link](https://x.com/thedefivillain/status/1997999562657534190) 2025-12-08T11:59Z 60K followers, 61.4K engagements "$1bn $BTC purchase by $MSTR this week" [X Link](https://x.com/thedefivillain/status/1998015750192451857) 2025-12-08T13:04Z 60K followers, 7948 engagements "Why do people buy $MSTR Because the whole structure is optimized for one single goal: increasing BTC-per-share In other words if the strategy works as intended then MSTR mechanically outperforms BTC over a long timeframe (you know it's that thing that basically no altcoin is able to do) That does NOT mean that you can't have BTC outperform MSTR over a shorter time horizon: when MSTR is trading at 3x mNAV as in November 2024 then its potential downside vs BTC is quite large. That's what we've seen in 2025 which was a year of mNAV compression. But -- unless you are outright bearish on BTC --" [X Link](https://x.com/thedefivillain/status/1998159517859635389) 2025-12-08T22:35Z 60K followers, 9903 engagements "Btw here are Michael Burry's recent comments on $BTC: "I think that Bitcoin at $100000 is the most ridiculous thing. Sane people are sitting on TV talking about Bitcoin they're just casually 'it's 100000 it's down now it's 98000.' It's not worth anything. Everybody's accepted it. It's the tulip bulb of our time. It's worse than a tulip bulb because this has enabled so much criminal activity to go deep under." I am shocked at how superficial and ridiculous his analysis is" [X Link](https://x.com/thedefivillain/status/1998534664798273601) 2025-12-09T23:26Z 60K followers, 44.5K 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.]
@thedefivillain VIKTORSeveral 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.
Social category influence cryptocurrencies #492 finance #2845 stocks XXXX% exchanges #1212 currencies XXXX% social networks XXXX% technology brands XXXX%
Social topic influence mstr #71, $hype #11, $mstr #91, $pippin #108, $btc #67, if you 4.81%, altcoin #35, bullish #483, zec #494, 10x #63
Top accounts mentioned or mentioned by @cryptobyrde @whitingbarnabas @lowstrife @rektdiomedes @irmanoviyanii @eternalsha @0xvyuuub @cryptomtndrew @tmnxeq @jaym9x @sigmasquared_ @balboajojox @shekelfinance @glhfbuy @bowtiedlobster @rutank3 @0xgeegee @cryptodonalt @uncledoomer @sigmasquared
Top assets mentioned Hyperliquid (HYPE) Strategy (MSTR) Pippin (PIPPIN) Bitcoin (BTC) Ethereum (ETH) Zcash (ZEC) Eigenlayer (EIGEN) Cardano (ADA) Purr (PURR) DOPEX (DPX) Official Trump (TRUMP) Merlin Chain (MERL) BNB (BNB) Celestia (TIA) Plasma (XPL) Sonnet BioTherapeutics Holdings, Inc. Common Stock (SONN) Axie Infinity (AXS) Robinhood Markets, Inc. (HOOD) Alchemist AI (ALCH) Synthetix (SNX) Canton (CC) yearn.finance (YFI) Gala (GALA) SUSHI (SUSHI) TON Station (SOON) Etherparty (FUEL)
Top posts by engagements in the last XX hours
"$EIGEN is down a casual -XX% in two months"
X Link 2025-12-01T12:14Z 60K followers, 9459 engagements
"$PIPPIN shorts casually bleeding XX% of their position every day to hold it and price looks anything but. bothered Good luck out there"
X Link 2025-12-04T12:40Z 60K followers, 21.9K engagements
"Where are the Sonnet $HYPE buyers"
X Link 2025-12-05T17:32Z 60K followers, 8787 engagements
"$HYPE looks like it badly wants sub $30"
X Link 2025-12-06T10:37Z 60K followers, 10.5K engagements
"Is the $NIGHT launch bullish bearish or neutral for $ADA"
X Link 2025-12-08T11:21Z 60K followers, 5742 engagements
"They are incentivized to buy stock instead of HYPE until mNAV is above 1x. If it takes more than $30M to go above 1x they will prob keep buying their stock first before HYPE. But volume on the stock is super low so maybe it doesn't take a lot to push it. One caveat is that maybe I'm off and they are not allowed to use their current cash to buy back stock in which case the news is prob a nothingburger"
X Link 2025-12-08T17:27Z 60K followers, XXX engagements
"I've posted a few tweets to advise against shorting $PIPPIN this squeeze outcome was very likely And with the funding still being super negative I'm not even convinced that this is topped"
X Link 2025-12-06T09:33Z 60K followers, 21.3K engagements
"@uncledoomer Nick is god-tier at engagement farming"
X Link 2025-12-08T11:14Z 60K followers, 3763 engagements
"@SigmaSquared_ The market doesn't really have to price that in MSTR can outperform BTC even if trades perpetually at 1x mNAV"
X Link 2025-12-08T22:49Z 60K followers, XXX engagements
"Similar pattern similar outcome Pure bear trap $PIPPIN"
X Link 2025-12-02T12:43Z 60K followers, 10.9K engagements
"Indeed it was most likely insiders"
X Link 2025-12-08T13:08Z 60K followers, 2748 engagements
"@eternalsha Basically it's not very accretive to sell MSTR for BTC at this mNAV it scares BTC buyers because any large BTC purchase is almost seen as bearish and on top of that it also contradicts their mNAV guidance so I don't see why they have done that"
X Link 2025-12-08T13:38Z 60K followers, 2913 engagements
""Well actually we're not going to use the cash to purchase $HYPE but rather to buy back our own stock" I haven't checked the numbers but I guess they are trading below 1x mNAV so they believe it's more interesting to buy their PURR stock rather than HYPE. which is correct"
X Link 2025-12-08T15:27Z 60K followers, 35.5K engagements
"The most fragile $HYPE long in size on HL is an $11M long that gets liquidated at $XXXX The largest $HYPE long on HL holds a $56M position and his liquidation price is $XXXX Seeing so many vulnerable levered positions between $XX and $XX provides low incentive to get long here"
X Link 2025-12-09T09:40Z 60K followers, 18.1K engagements
"$DPX chart is brutal omg"
X Link 2024-06-06T11:20Z 60K followers, 7698 engagements
"Do you guys remember these 😭 So hyped before launch"
X Link 2025-11-09T20:15Z 60K followers, 179.5K engagements
""I have already seen this pattern somewhere." $PIPPIN"
X Link 2025-11-24T10:47Z 60K followers, 39.2K engagements
"I still don't understand what happened here on $TRUMP coin No announcement nothing"
X Link 2025-11-24T12:07Z 60K followers, 32.8K engagements
"How is this pattern called $MERL"
X Link 2025-11-28T10:42Z 60K followers, 7451 engagements
"Tradingview spaghetti charts look much better if you use the thinnest lines (you can change this in the thickness settings) I don't know why I'm only realizing this just now"
X Link 2025-11-28T10:52Z 60K followers, 9070 engagements
"Future $ETH price action based on the last XX months megaphone"
X Link 2025-11-29T13:04Z 60K followers, 116.8K engagements
"Some trades look so simple in hindsight CZ "comes back" go max long $BNB Infinite liquidity with limited drawdown +45% in XX days"
X Link 2025-11-29T14:04Z 60K followers, 32.8K engagements
"Are we really going from "Tether is worth $500bn" to a literal good ole Tether insolvency FUD in a month That's so retarded 😭"
X Link 2025-11-30T22:08Z 60K followers, 4319 engagements
"If you skim through altcoin charts We are in deep bear market territory lmao"
X Link 2025-12-01T10:58Z 60K followers, 29.5K engagements
"It looks like people don't even believe that the Sonnet $HYPE purchases are going to come anymore The vote is supposed to be tomorrow and last time it pumped +10% as a frontrunning trade"
X Link 2025-12-01T11:11Z 60K followers, 23.7K engagements
"Be a $TIA holder See your coin go down -XX% Then another -XX% Then another -XX% And you main KoL has now pivoted to bear porn"
X Link 2025-12-01T11:39Z 60K followers, 43.3K engagements
"$1.4bn worth of $MSTR sold to have a USD reserve ready to cover X years of dividend payments Excellent idea"
X Link 2025-12-01T13:01Z 60K followers, 49.7K engagements
"New $XPL all time lows I received an award today"
X Link 2025-12-01T15:09Z 60K followers, 5975 engagements
"What $MSTR did yesterday (creating a USD reserve) was precisely to avoid selling $BTC for at least XX months At the same time they also decided to get rid of the "we will never sell our BTC" narrative because that hurts their optionality. People interpreted it as "they are going to sell their BTC" but there's a clear difference between announcing that they can consider it and actually doing it. Creating the USD reserve is evidence that they will try hard not to sell BTC. Let me also remind you once again that IF they had to sell BTC to pay for dividends. 1/ We would know exactly how much"
X Link 2025-12-02T10:06Z 60K followers, 52.5K engagements
"Even if $PIPPIN is up 10x and could very well top here this looks risky to short at negative funding and with zero sign of climax squeeze"
X Link 2025-12-02T10:32Z 60K followers, 18.3K engagements
"@dschamis @HyperliquidX @HypeStrat Can you share details about how much cash do you plan to use for HYPE purchases and whether they are going to be OTC or on the open market"
X Link 2025-12-02T23:25Z 60K followers, 2179 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 60K followers, 9271 engagements
"Isn't this the perfect embodiment of the billionaire's wife meme"
X Link 2025-12-03T10:19Z 60K followers, 84K 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 60K followers, 9472 engagements
"And that's why $AXS remained an extremely consistent under-performer even X years after Crazy work"
X Link 2025-12-03T13:25Z 60K followers, 27.9K engagements
"Tom Lee still being able to buy $200M-$300M worth of $ETH a week is pretty crazy"
X Link 2025-12-04T15:00Z 60K followers, 44.6K engagements
"Let's try to bottom the crypto/stocks ratio. What are the best Twitter accounts to follow for tradfi/equities trading"
X Link 2025-12-04T15:34Z 60K followers, 6753 engagements
"$SATA is a similar preferred stock as $STRC but it pays $XX worth of dividends a year (this is currently XX% effective yield) and Strive (the BTC treasury company that issues SATA) does not have any debt or convertible bond The balance sheet is super clean (more than MSTR which wants to get rid of its CBs) I think SATA is a good yield product"
X Link 2025-12-05T10:04Z 60K followers, 6796 engagements
"$ALCH also looks like it will inevitably attack the shorts at some point The fact that it regularly moves +30% in like XX minutes tells you everything you need to know about how fake the mcap of this coin is R/R for shorts is bad if you don't invalidate at new ATH"
X Link 2025-12-05T11:27Z 60K followers, 4368 engagements
"My expectation is that $ZEC remains an under-performer for some time It had the opportunity to look good by flipping $XXX but got rejected hard there"
X Link 2025-12-06T14:53Z 60K followers, 6599 engagements
"Digesting this kind of pump without becoming weak is extremely hard If you want an example of coin that managed to do it check XRP chart from last year Pretty clear that ZEC is not looking like that at all"
X Link 2025-12-06T14:58Z 60K followers, 3159 engagements
"@lowstrife It is the primary driving mechanism over a significant time horizon. The higher the mNAV the higher the risk that MSTR underperforms BTC in the short/medium term But for it to underperform over a long timeframe it would require BTC having a terrible performance"
X Link 2025-12-08T17:07Z 60K followers, XXX engagements
"No worries $SNX holders Kain is just launching an Infinex token to have more money to buy SNX 🙏"
X Link 2025-11-25T11:47Z 60K followers, 35K engagements
"New article about the MSTR preferred shares:"
X Link 2025-11-27T19:33Z 60K followers, 29.6K engagements
"The market was indeed retarded to value $CC at such a high valuation I'm expecting some fuckery to happen on this coin at some point though just a feeling"
X Link 2025-12-06T09:59Z 60K followers, 7042 engagements
"Basically no bid from HyperLiquid Strategies / Sonnet into $HYPE until the mNAV trades at a premium"
X Link 2025-12-08T15:31Z 60K followers, 4121 engagements
"Total altcoin annihilation since 10/10 Several altcoins have now broken the support/lows they've been holding since 2022 or 2023 $YFI $GALA $SUSHI"
X Link 2025-12-09T11:46Z 60K followers, 8050 engagements
"If you are bullish on $ZEC can you provide examples of coins which pumped this hard (with somewhat similar size) had a -XX% or -XX% correction and then pumped again"
X Link 2025-12-06T15:01Z 60K followers, 3564 engagements
"$SOON : $140M FDV - $5.5bn - $400M $H : $270M FDV - $4bn - $600M Welcome to the Binance Hunger Games"
X Link 2025-12-06T13:18Z 60K followers, 5809 engagements
"Averaging down can be okay as long as you have a safeguard against doing it indefinitely to zero I was bullish on $FUEL at launch (kek) but given the horrendous PA I stopped buying the dip at some point I had non-trivial losses on it anyway but it was the right decision because this is some of the worst-performing coin I've ever seen And the crypto market is filled with this crap there are no 'value' levels coins can keep going down -XX% again and again until you're insolvent Anyway the lesson is losers average losers so avoid loser coins"
X Link 2025-12-08T11:59Z 60K followers, 61.4K engagements
"$1bn $BTC purchase by $MSTR this week"
X Link 2025-12-08T13:04Z 60K followers, 7948 engagements
"Why do people buy $MSTR Because the whole structure is optimized for one single goal: increasing BTC-per-share In other words if the strategy works as intended then MSTR mechanically outperforms BTC over a long timeframe (you know it's that thing that basically no altcoin is able to do) That does NOT mean that you can't have BTC outperform MSTR over a shorter time horizon: when MSTR is trading at 3x mNAV as in November 2024 then its potential downside vs BTC is quite large. That's what we've seen in 2025 which was a year of mNAV compression. But -- unless you are outright bearish on BTC --"
X Link 2025-12-08T22:35Z 60K followers, 9903 engagements
"Btw here are Michael Burry's recent comments on $BTC: "I think that Bitcoin at $100000 is the most ridiculous thing. Sane people are sitting on TV talking about Bitcoin they're just casually 'it's 100000 it's down now it's 98000.' It's not worth anything. Everybody's accepted it. It's the tulip bulb of our time. It's worse than a tulip bulb because this has enabled so much criminal activity to go deep under." I am shocked at how superficial and ridiculous his analysis is"
X Link 2025-12-09T23:26Z 60K followers, 44.5K engagements
/creator/twitter::thedefivillain