[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 The cryptocurrency market is experiencing significant fluctuations, with various coins seeing substantial price movements. Notably, some coins like $Moodeng have seen a massive surge, with its market capitalization increasing from $35m to almost $150m in less than X days. Meanwhile, others, such as $Strk, have plummeted from $26bn to $1.28bn in XX months. ### Engagements: XXXXXXX [#](/creator/twitter::1522870521414787072/interactions)  - X Week XXXXXXX +175% - X Month XXXXXXXXX +72% - X Months XXXXXXXXX -XXXX% - X Year XXXXXXXXXX +1.80% ### Mentions: XX [#](/creator/twitter::1522870521414787072/posts_active)  - X Week XXX +13% - X Month XXX +43% - X Months XXXXX +32% - X Year XXXXX +169% ### Followers: XXXXXX [#](/creator/twitter::1522870521414787072/followers)  - X Week XXXXXX +0.54% - X Month XXXXXX +1.60% - X Months XXXXXX +9.10% - X Year XXXXXX +23% ### CreatorRank: XXXXXX [#](/creator/twitter::1522870521414787072/influencer_rank)  ### Social Influence [#](/creator/twitter::1522870521414787072/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #459 [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [exchanges](/list/exchanges) XXXX% [nfts](/list/nfts) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$btc](/topic/$btc) #614, [altcoins](/topic/altcoins) #198, [alts](/topic/alts) #112, [mstr](/topic/mstr) 3.05%, [$eth](/topic/$eth) #38, [saylor](/topic/saylor) #80, [$mstr](/topic/$mstr) 2.44%, [$pump](/topic/$pump) 2.44%, [altcoin](/topic/altcoin) #18, [fartcoin](/topic/fartcoin) XXXX% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@thedailydegenhq](/creator/undefined) [@thespacecatjr](/creator/undefined) [@jarvisnetwork](/creator/undefined) [@tradernoah](/creator/undefined) [@mattertrades](/creator/undefined) [@sommfinance](/creator/undefined) [@angleprotocol](/creator/undefined) [@blknoiz06](/creator/undefined) [@outpxce](/creator/undefined) [@wildsoulbtc](/creator/undefined) [@quintenfrancois](/creator/undefined) [@ryzzqq](/creator/undefined) [@jonathanmarfaw](/creator/undefined) [@bazxbt](/creator/undefined) [@mlmabc](/creator/undefined) [@laudaciousness](/creator/undefined) [@satospom](/creator/undefined) [@burstingbagel](/creator/undefined) [@pythianism](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/$btc) [Ethereum (ETH)](/topic/$eth) [Strategy (MSTR)](/topic/$mstr) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [Fartcoin (FARTCOIN)](/topic/fartcoin) [Pudgy Penguins (PENGU)](/topic/$pengu) [Pepe (PEPE)](/topic/$pepe) [Strategy Incorporated (STRF)](/topic/$strf) [Pump.fun (PUMP)](/topic/pumpfun) [Mog Coin (MOG)](/topic/$mog) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [SBET (SBET)](/topic/$sbet) [SharpLink Gaming (SBET)](/topic/sharplink) [Dogecoin (DOGE)](/topic/$doge) [Litecoin (LTC)](/topic/$ltc) [Hyperliquid (HYPE)](/topic/$hype) [DOPEX (DPX)](/topic/$dpx) [GameStop, Corp. (GME)](/topic/$gme) [HyperChainX (HYPER)](/topic/$hyper) [Berachain (BERA)](/topic/$bera) [Celestia (TIA)](/topic/$tia) [Gala (GALA)](/topic/$gala) [BLAST (BLAST)](/topic/$blast) [Aptos (APT)](/topic/$apt) [Cosmos (ATOM)](/topic/$atom) [Marinade Finance (MNDE)](/topic/$mnde) [Solana (SOL)](/topic/$sol) [Jito (JTO)](/topic/$jto) [Syrup (SYRUP)](/topic/$syrup) [BlueMove (MOVE)](/topic/$move) ### Top Social Posts [#](/creator/twitter::1522870521414787072/posts) --- Top posts by engagements in the last XX hours "@outpxce The way you structure the trade and size it makes it very interesting and profitable in a lot of situations you just have to be aware that it's not free There are hundreds of altcoins listed on CEXes so there's a myriad of ways to structure a short alts leg"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947006327382778005) 2025-07-20 18:50:56 UTC 54.4K followers, XXX engagements "The same thing is true with $PEPE It didn't get any mindshare so far during this move and I simply think there is too much energy in the market not to end up flowing in it Just like it happened in early 2024 or in November 2024"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945774487619702795) 2025-07-17 09:16:03 UTC 54.2K followers, 5718 engagements "$MSTR bought 4225 BTC ie $472M last week - $330M from the $MSTR ATM - $71M from the $STRK ATM - $55M from the $STRF ATM - $15M from the $STRD ATM A light pressure on the common stock and an increasing amount coming from the preferred stocks"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1944730039112671551) 2025-07-14 12:05:47 UTC 54.3K followers, 4627 engagements "I am not long $PENGU but the market loves Schelling points which leads to a few outliers having massive returns. PENGU is a fitting candidate given how vertical the move is. Careful if you are on the short side even if valuation is becoming large and it's already up almost 10x from the bottom"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945417267740598585) 2025-07-16 09:36:35 UTC 54.2K followers, 4577 engagements "@thespacecatjr I can't take you seriously on the treasury topic given your first tweet"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946135242906988653) 2025-07-18 09:09:34 UTC 54.2K followers, XXX engagements "Absolutely hilarious that I randomly picked $XX as entry price in my imaginary example and one hour later they announce an $ETH treasury company with $XX entry price for the early investors What kind of simulation is this"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947255475117936927) 2025-07-21 11:20:58 UTC 54.4K followers, 6047 engagements "This reinforces the alt outperformance too as long as BTC stalls and does not dump too aggressively"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946126182954443183) 2025-07-18 08:33:33 UTC 54.2K followers, 2767 engagements "$PUMP is the easiest 0.7x in size you can get in the market right now"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946129632899551643) 2025-07-18 08:47:16 UTC 54.4K followers, 42K engagements "Saylor recently said that they would probably get rid of convertible bonds in their capital structure This means that $STRF will sit on top of the capital stack backed by their entire $BTC treasury Send STRF to $200"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945876672487502070) 2025-07-17 16:02:06 UTC 54.2K followers, 2393 engagements "If you wanted to know how to exit a $650M position in $ETH this is how you do it btw"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947250914697367890) 2025-07-21 11:02:50 UTC 54.4K followers, 92.7K engagements "The reason for me flipping quickly from a bearish to a bullish bias on altcoins is because of reflexivity $BTC going into price discovery means that animal spirits go into altcoins which then dramatically changes the risk-profile of these alts : Once reflexivity kicks in these can 2x-5x in a very short time as pumps attract significant inflows of buyers and early short-sellers end up fueling the final legs If altcoins are going to get a risk-on szn it has to be now and being on the wrong side of the trade carries a horrendous r/r On top of that add the reflexive nature of the $SBET $ETH"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945450425744011621) 2025-07-16 11:48:20 UTC 54.2K followers, 3616 engagements "Okay give me your best low caps on CEXes that can pull an easy 2x-4x"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1944688466219950451) 2025-07-14 09:20:35 UTC 54.2K followers, 8362 engagements "Realistically any other team could have ended up creating PumpFun but that's clearly not true for HyperLiquid"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945812185814315088) 2025-07-17 11:45:51 UTC 54.2K followers, 2378 engagements "MSTR flywheel in full force on $SBET They raised $400M+ in a week which is pretty impressive. Saylor raised "only" $300M+ last week through the MSTR ATM. That's overall bullish for $ETH and alts. Basically SBET will keep buying ETH as long as the SBET/ETH ratio does not dump"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945117598103793977) 2025-07-15 13:45:48 UTC 54.4K followers, 16.7K engagements "I spent months explaining that Saylor was definitely NOT going to blow up and that his playbook was sound and ingenious Then a bunch of people decided to launch treasury companies for $LTC $DOGE and $HYPE Yeah sorry I am not going to defend the long-term viability of these"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946289668997218638) 2025-07-18 19:23:12 UTC 54.4K followers, 8829 engagements ""Under an agreement with the Ethena Foundation we may direct an initial purchase of locked ENA matching the PIPE proceeds""  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947291971246055757) 2025-07-21 13:45:59 UTC 54.4K followers, 4767 engagements "@sommfinance Can you stop tweeting and make sure that people are able to withdraw from your vaults"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946339354445565965) 2025-07-18 22:40:37 UTC 54.2K followers, XXX engagements "I am talking about the downside btw I think BTC will provide a better upside than Mag7"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945086547994300837) 2025-07-15 11:42:25 UTC 54.2K followers, 2457 engagements "Tell me you've never looked at the $MSTR balance sheet without telling me"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946129182615876023) 2025-07-18 08:45:29 UTC 54.4K followers, 5313 engagements "Make sure to be allocated to $BTC (the safest and most straightforward bet) And then the question is : what altcoins are going to shine the most during this szn"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1943619394422149516) 2025-07-11 10:32:28 UTC 54.2K followers, 13.4K engagements "Once you are a $BTC bull (which I am) you must ask yourself if altcoins are going to do well As I've stated I believe altcoins are also going to remain strong from here (for a few weeks) One of the reasons for that is that even when I look at somewhat forgotten "vanilla altcoins" they look like they have exhausted sellers (vs USD but even vs BTC too) Here you can see DOGE AVAX WIF NEAR have all been making higher lows vs BTC over the past X weeks. I believe they should not die from here without ending the reflexive cycle with a spike"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945468045125730761) 2025-07-16 12:58:21 UTC 54.4K followers, 4927 engagements "$HYPER : A coin up almost 6x in a day because it got listed on Upbit (and Koreans thought it was Hyperliquid) Which does not have the "-6000% APR" funding anymore. looks like a very attractive short Is it bait or is it free money"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1943967837174788492) 2025-07-12 09:37:04 UTC 54.4K followers, 19.4K engagements "@Evan_ss6 That's why you should have a lot of kids if you consider yourself right-curve"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946622188385145208) 2025-07-19 17:24:30 UTC 54.4K followers, XXX engagements "Full recap of the crypto narratives of 2023 month by month : (1/n)"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1772718402622128205) 2024-03-26 20:12:57 UTC 54.2K followers, 81.2K engagements "All-weather portfolio - crypto edition $TIA $BERA $GALA $BLAST $APT $ATOM"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945809886220029969) 2025-07-17 11:36:42 UTC 54.4K followers, 6277 engagements "This is truly a crazy chart designed to make the holders of this asset become completely insane"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947007938016489807) 2025-07-20 18:57:20 UTC 54.4K followers, 194.9K engagements "@0xtuba There's one or X orders of magnitude of difference in the mNAV premium vs Olympus & co"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947021748383166680) 2025-07-20 19:52:13 UTC 54.4K followers, XXX engagements "Recap of the past X weeks in crypto : - $BTC dump to sub $99k on Iran-Israel conflict now already back to $107k. - Altcoins bottomed locally vs BTC on June XX but overall still struggling and lacking narratives. - $SOL ETF with staking could be approved soon $JTO and $MNDE are benefitting from it - $SYRUP has been one of the best cooks of the past X months. Other "mid cap DeFi coins with fundamentals" such as $LQTY $EUL $FLUID are candidates for a pump too - Random top performers among large caps : $SEI $PENGU $MOVE $W $BCH. $ARB is up +20% because of Robinhood L2 too. - $BANANAS31 is"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1939631939947782541) 2025-06-30 10:27:45 UTC 54.4K followers, 17.1K engagements "This was a good idea apparently When alts run they really run and $ETH being strong is the main bull case for altcoins"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946992018418180582) 2025-07-20 17:54:05 UTC 54.4K followers, 8518 engagements "I just realized these dummies did really 'put the money back into the chart' 🥲"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1942533132412150040) 2025-07-08 10:36:03 UTC 54.3K followers, 4975 engagements "Not a single on-chain runner during this risk-on szn Either the market has changed or we still have a lot of gas in the tank"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946215038215163949) 2025-07-18 14:26:38 UTC 54.4K followers, 18.9K engagements "A fun fact about the treasury companies is that the less logical place for the premium to NAV to trade at is X - Either the company is doomed and will end up collapsing in which case it should trade at a strict discount to NAV - Or it won't collapse in which case it will be able to generate yield on its underlying asset which means it should trade at a strict premium"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946844798582726758) 2025-07-20 08:09:05 UTC 54.4K followers, 5402 engagements "I don't hold any USELESS token but the last time I've seen this PA was when FARTCOIN went from $20M to $400M with zero drawdown There can only be one FARTCOIN though"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1941477408034652527) 2025-07-05 12:40:59 UTC 54.4K followers, 122.7K engagements "$M is still a $4bn FDV coin for no other reason that extremely low float The most similar coin I can think of might be $ALEO which pumped to almost $10bn after launch and currently trades at $400M FDV. But in the meantime there is always a risk of $M being crimed up so it's not risk-free"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945079911040831750) 2025-07-15 11:16:03 UTC 54.4K followers, 5923 engagements ""Yeah that guy who is buying billions of $BTC every month is a total moron he will blow up" "Wait you want to use a Nasdaq-listed company to buy my altcoin LFGGGG""  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947360228942487992) 2025-07-21 18:17:13 UTC 54.4K followers, 1650 engagements "@tloriato_ ETHBTC chart The way BTC moves up also clearly shows it's much more healthy than the way ETH moves up"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946125350624186526) 2025-07-18 08:30:15 UTC 54.2K followers, XXX engagements "If buying $PUMP at $4bn FDV is an excellent deal then surely the pre-launch perp contracts should be trading higher than $5.2bn What do you think"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1943234568376422783) 2025-07-10 09:03:19 UTC 54.2K followers, 21.1K engagements "It seems very obvious that PumpFun success is much more about "right place right time right product" than HyperLiquid which has genuinely created a top-notch product"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945806804291616998) 2025-07-17 11:24:28 UTC 54.4K followers, 8918 engagements "My article about Microstrategy is out Feel free to comment below if you have questions happy to answer"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1889624518970265986) 2025-02-12 10:36:07 UTC 54.4K followers, 61.4K engagements "The preferred shares of $MSTR are instruments that will grow in price in volume and in mindshare and all of the money raised gets funneled into $BTC The fixed income market is gigantic"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945935613070356728) 2025-07-17 19:56:18 UTC 54.2K followers, 2985 engagements "Having spent a lot of time in the short altcoins / long $BTC trade is actually quite useful in the current environment to get a sense of how the people still in the trade are feeling My guess is it's too painful for them to close to the trade even if they have a feeling that alts might be going higher We've seen XRP add $100bn worth of FDV in a week while most second-class coins haven't moved yet We don't top before these start pumping imo A lot of energy has been injected into the market it needs some time to spread and it ends with spikes on shitty coins"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945783068092187057) 2025-07-17 09:50:08 UTC 54.2K followers, 6691 engagements "Longs I like SPX - looks too good not to break out MOG - immense strength among best memes PUMP - should at least provide one strong pump BONK - bonk guy needs a 5th offer from heaven DOOD - IP/brand szn (kek) DEGEN - vertical pumps during risk-on szn HYPE - life tends to be easier when youre long FARTCOIN - Schelling point meme"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945088315662754110) 2025-07-15 11:49:27 UTC 54.2K followers, 104.5K engagements "It's called accretive dilution they only dilute in a way that increases BTC per share. It works either by selling stocks and buying BTC when the stock trades at a premium to NAV. Or by issuing fixed income instruments that have a yield which is lower than the BTC CAGR. Obviously it does not work on an altcoin that has negative long-term CAGR but it works on BTC IF you are bullish on BTC"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946131219512508484) 2025-07-18 08:53:34 UTC 54.2K followers, XXX engagements "@BazXbt Gib a few more vertical moves before that"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947303379815829517) 2025-07-21 14:31:19 UTC 54.4K followers, XXX engagements "This an excellent debate to watch to understand the two opposite views on $MSTR Jim Chanos has been short MSTR / long BTC since December because he thinks the premium to NAV should contract (to 1X). Pierre Rochard explains that it's normal for MSTR to trade at a premium and that the equilibrium mNAV should necessarily be higher than X. I very much agree with Pierre and I think his opinion is better articulated than Chanos' one who needs to use irrational/irrealistic assumptions to make his points. (For his defense Chanos is the one who has a public trade going on.) I also agree with Pierre"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945837253189591099) 2025-07-17 13:25:27 UTC 54.2K followers, 10.9K engagements "So far it's mostly been : Dino coins (again) : $XLM $HBAR $XRP Memes : $PENGU $BONK $MOG"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945094625317818846) 2025-07-15 12:14:31 UTC 54.3K followers, 5347 engagements "@satosPom @AgentChud Sell fixed income instruments buy BTC OR sell common stock buy BTC"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945933568363905087) 2025-07-17 19:48:11 UTC 54.2K followers, XXX engagements "@ZeMirch long $dood to retire your bloodline ðŸ˜"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945120934471328187) 2025-07-15 13:59:04 UTC 54.2K followers, XXX engagements "Don't forget to pair your favorite altcoin / ETH beta coin with $ETH to see if their strength is really strength"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945841717380309314) 2025-07-17 13:43:12 UTC 54.2K followers, 3814 engagements "Well even if $PUMP ends up going to $9bn (or more) the opportunity cost is pretty bad right now"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945917748950823067) 2025-07-17 18:45:19 UTC 54.2K followers, 4235 engagements "This is how the alt treasury company scheme works : Company ABC trades on Nasdaq at $10M mcap with a share price of $XX The company "raises" $100M from investors/VCs at its current $XX mkt price These investors hold almost all of the company as a consequence The company acquires $100M of an altcoin to become a treasury company (most scammy scenario is when the investors are the ones "selling" their locked tokens to the company) mNAV is close to 1x when this deal is done privately The deal is announced publicly Retail can start aping into the shares of this company The share price quickly goes"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947230359126487250) 2025-07-21 09:41:10 UTC 54.4K followers, 59.9K engagements "The higher we pump the more careful you should be But I don't see many reasons to get too defensive already I expect we still have higher to go from here"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947193901221089283) 2025-07-21 07:16:17 UTC 54.4K followers, 9522 engagements "ETH memes I like : $PEPE - $7.8bn mcap $MOG - $870M $SPX - $830M $HPOS - $185M $DOG - $50M $LMEOW - $33M $JOE - $30M $KEKEC - $10M"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1873308021503439249) 2024-12-29 10:00:11 UTC 54.4K followers, 31.2K engagements "The only way to push CT to get interested in the Saylor playbook was to apply it on altcoins"  [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947356482481099109) 2025-07-21 18:02:20 UTC 54.4K followers, 2902 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 VIKTOR
The cryptocurrency market is experiencing significant fluctuations, with various coins seeing substantial price movements. Notably, some coins like $Moodeng have seen a massive surge, with its market capitalization increasing from $35m to almost $150m in less than X days. Meanwhile, others, such as $Strk, have plummeted from $26bn to $1.28bn in XX months.
Engagements: XXXXXXX #
- X Week XXXXXXX +175%
- X Month XXXXXXXXX +72%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +1.80%
Mentions: XX #
- X Week XXX +13%
- X Month XXX +43%
- X Months XXXXX +32%
- X Year XXXXX +169%
Followers: XXXXXX #
- X Week XXXXXX +0.54%
- X Month XXXXXX +1.60%
- X Months XXXXXX +9.10%
- X Year XXXXXX +23%
CreatorRank: XXXXXX #
Social Influence #
Social category influence cryptocurrencies #459 finance XXXX% stocks XXXX% exchanges XXXX% nfts XXXX% currencies XXXX%
Social topic influence $btc #614, altcoins #198, alts #112, mstr 3.05%, $eth #38, saylor #80, $mstr 2.44%, $pump 2.44%, altcoin #18, fartcoin XXXX%
Top accounts mentioned or mentioned by @grok @thedailydegenhq @thespacecatjr @jarvisnetwork @tradernoah @mattertrades @sommfinance @angleprotocol @blknoiz06 @outpxce @wildsoulbtc @quintenfrancois @ryzzqq @jonathanmarfaw @bazxbt @mlmabc @laudaciousness @satospom @burstingbagel @pythianism
Top assets mentioned Bitcoin (BTC) Ethereum (ETH) Strategy (MSTR) PumpBTC (Governance token) (PUMP) Fartcoin (FARTCOIN) Pudgy Penguins (PENGU) Pepe (PEPE) Strategy Incorporated (STRF) Pump.fun (PUMP) Mog Coin (MOG) Strike (STRK) Stride (STRD) SBET (SBET) SharpLink Gaming (SBET) Dogecoin (DOGE) Litecoin (LTC) Hyperliquid (HYPE) DOPEX (DPX) GameStop, Corp. (GME) HyperChainX (HYPER) Berachain (BERA) Celestia (TIA) Gala (GALA) BLAST (BLAST) Aptos (APT) Cosmos (ATOM) Marinade Finance (MNDE) Solana (SOL) Jito (JTO) Syrup (SYRUP) BlueMove (MOVE)
Top Social Posts #
Top posts by engagements in the last XX hours
"@outpxce The way you structure the trade and size it makes it very interesting and profitable in a lot of situations you just have to be aware that it's not free There are hundreds of altcoins listed on CEXes so there's a myriad of ways to structure a short alts leg"
@thedefivillain on X 2025-07-20 18:50:56 UTC 54.4K followers, XXX engagements
"The same thing is true with $PEPE It didn't get any mindshare so far during this move and I simply think there is too much energy in the market not to end up flowing in it Just like it happened in early 2024 or in November 2024" @thedefivillain on X 2025-07-17 09:16:03 UTC 54.2K followers, 5718 engagements
"$MSTR bought 4225 BTC ie $472M last week - $330M from the $MSTR ATM - $71M from the $STRK ATM - $55M from the $STRF ATM - $15M from the $STRD ATM A light pressure on the common stock and an increasing amount coming from the preferred stocks" @thedefivillain on X 2025-07-14 12:05:47 UTC 54.3K followers, 4627 engagements
"I am not long $PENGU but the market loves Schelling points which leads to a few outliers having massive returns. PENGU is a fitting candidate given how vertical the move is. Careful if you are on the short side even if valuation is becoming large and it's already up almost 10x from the bottom" @thedefivillain on X 2025-07-16 09:36:35 UTC 54.2K followers, 4577 engagements
"@thespacecatjr I can't take you seriously on the treasury topic given your first tweet" @thedefivillain on X 2025-07-18 09:09:34 UTC 54.2K followers, XXX engagements
"Absolutely hilarious that I randomly picked $XX as entry price in my imaginary example and one hour later they announce an $ETH treasury company with $XX entry price for the early investors What kind of simulation is this" @thedefivillain on X 2025-07-21 11:20:58 UTC 54.4K followers, 6047 engagements
"This reinforces the alt outperformance too as long as BTC stalls and does not dump too aggressively" @thedefivillain on X 2025-07-18 08:33:33 UTC 54.2K followers, 2767 engagements
"$PUMP is the easiest 0.7x in size you can get in the market right now" @thedefivillain on X 2025-07-18 08:47:16 UTC 54.4K followers, 42K engagements
"Saylor recently said that they would probably get rid of convertible bonds in their capital structure This means that $STRF will sit on top of the capital stack backed by their entire $BTC treasury Send STRF to $200" @thedefivillain on X 2025-07-17 16:02:06 UTC 54.2K followers, 2393 engagements
"If you wanted to know how to exit a $650M position in $ETH this is how you do it btw" @thedefivillain on X 2025-07-21 11:02:50 UTC 54.4K followers, 92.7K engagements
"The reason for me flipping quickly from a bearish to a bullish bias on altcoins is because of reflexivity $BTC going into price discovery means that animal spirits go into altcoins which then dramatically changes the risk-profile of these alts : Once reflexivity kicks in these can 2x-5x in a very short time as pumps attract significant inflows of buyers and early short-sellers end up fueling the final legs If altcoins are going to get a risk-on szn it has to be now and being on the wrong side of the trade carries a horrendous r/r On top of that add the reflexive nature of the $SBET $ETH" @thedefivillain on X 2025-07-16 11:48:20 UTC 54.2K followers, 3616 engagements
"Okay give me your best low caps on CEXes that can pull an easy 2x-4x" @thedefivillain on X 2025-07-14 09:20:35 UTC 54.2K followers, 8362 engagements
"Realistically any other team could have ended up creating PumpFun but that's clearly not true for HyperLiquid" @thedefivillain on X 2025-07-17 11:45:51 UTC 54.2K followers, 2378 engagements
"MSTR flywheel in full force on $SBET They raised $400M+ in a week which is pretty impressive. Saylor raised "only" $300M+ last week through the MSTR ATM. That's overall bullish for $ETH and alts. Basically SBET will keep buying ETH as long as the SBET/ETH ratio does not dump" @thedefivillain on X 2025-07-15 13:45:48 UTC 54.4K followers, 16.7K engagements
"I spent months explaining that Saylor was definitely NOT going to blow up and that his playbook was sound and ingenious Then a bunch of people decided to launch treasury companies for $LTC $DOGE and $HYPE Yeah sorry I am not going to defend the long-term viability of these" @thedefivillain on X 2025-07-18 19:23:12 UTC 54.4K followers, 8829 engagements
""Under an agreement with the Ethena Foundation we may direct an initial purchase of locked ENA matching the PIPE proceeds"" @thedefivillain on X 2025-07-21 13:45:59 UTC 54.4K followers, 4767 engagements
"@sommfinance Can you stop tweeting and make sure that people are able to withdraw from your vaults" @thedefivillain on X 2025-07-18 22:40:37 UTC 54.2K followers, XXX engagements
"I am talking about the downside btw I think BTC will provide a better upside than Mag7" @thedefivillain on X 2025-07-15 11:42:25 UTC 54.2K followers, 2457 engagements
"Tell me you've never looked at the $MSTR balance sheet without telling me" @thedefivillain on X 2025-07-18 08:45:29 UTC 54.4K followers, 5313 engagements
"Make sure to be allocated to $BTC (the safest and most straightforward bet) And then the question is : what altcoins are going to shine the most during this szn" @thedefivillain on X 2025-07-11 10:32:28 UTC 54.2K followers, 13.4K engagements
"Once you are a $BTC bull (which I am) you must ask yourself if altcoins are going to do well As I've stated I believe altcoins are also going to remain strong from here (for a few weeks) One of the reasons for that is that even when I look at somewhat forgotten "vanilla altcoins" they look like they have exhausted sellers (vs USD but even vs BTC too) Here you can see DOGE AVAX WIF NEAR have all been making higher lows vs BTC over the past X weeks. I believe they should not die from here without ending the reflexive cycle with a spike" @thedefivillain on X 2025-07-16 12:58:21 UTC 54.4K followers, 4927 engagements
"$HYPER : A coin up almost 6x in a day because it got listed on Upbit (and Koreans thought it was Hyperliquid) Which does not have the "-6000% APR" funding anymore. looks like a very attractive short Is it bait or is it free money" @thedefivillain on X 2025-07-12 09:37:04 UTC 54.4K followers, 19.4K engagements
"@Evan_ss6 That's why you should have a lot of kids if you consider yourself right-curve" @thedefivillain on X 2025-07-19 17:24:30 UTC 54.4K followers, XXX engagements
"Full recap of the crypto narratives of 2023 month by month : (1/n)" @thedefivillain on X 2024-03-26 20:12:57 UTC 54.2K followers, 81.2K engagements
"All-weather portfolio - crypto edition $TIA $BERA $GALA $BLAST $APT $ATOM" @thedefivillain on X 2025-07-17 11:36:42 UTC 54.4K followers, 6277 engagements
"This is truly a crazy chart designed to make the holders of this asset become completely insane" @thedefivillain on X 2025-07-20 18:57:20 UTC 54.4K followers, 194.9K engagements
"@0xtuba There's one or X orders of magnitude of difference in the mNAV premium vs Olympus & co" @thedefivillain on X 2025-07-20 19:52:13 UTC 54.4K followers, XXX engagements
"Recap of the past X weeks in crypto : - $BTC dump to sub $99k on Iran-Israel conflict now already back to $107k. - Altcoins bottomed locally vs BTC on June XX but overall still struggling and lacking narratives. - $SOL ETF with staking could be approved soon $JTO and $MNDE are benefitting from it - $SYRUP has been one of the best cooks of the past X months. Other "mid cap DeFi coins with fundamentals" such as $LQTY $EUL $FLUID are candidates for a pump too - Random top performers among large caps : $SEI $PENGU $MOVE $W $BCH. $ARB is up +20% because of Robinhood L2 too. - $BANANAS31 is" @thedefivillain on X 2025-06-30 10:27:45 UTC 54.4K followers, 17.1K engagements
"This was a good idea apparently When alts run they really run and $ETH being strong is the main bull case for altcoins" @thedefivillain on X 2025-07-20 17:54:05 UTC 54.4K followers, 8518 engagements
"I just realized these dummies did really 'put the money back into the chart' 🥲" @thedefivillain on X 2025-07-08 10:36:03 UTC 54.3K followers, 4975 engagements
"Not a single on-chain runner during this risk-on szn Either the market has changed or we still have a lot of gas in the tank" @thedefivillain on X 2025-07-18 14:26:38 UTC 54.4K followers, 18.9K engagements
"A fun fact about the treasury companies is that the less logical place for the premium to NAV to trade at is X - Either the company is doomed and will end up collapsing in which case it should trade at a strict discount to NAV - Or it won't collapse in which case it will be able to generate yield on its underlying asset which means it should trade at a strict premium" @thedefivillain on X 2025-07-20 08:09:05 UTC 54.4K followers, 5402 engagements
"I don't hold any USELESS token but the last time I've seen this PA was when FARTCOIN went from $20M to $400M with zero drawdown There can only be one FARTCOIN though" @thedefivillain on X 2025-07-05 12:40:59 UTC 54.4K followers, 122.7K engagements
"$M is still a $4bn FDV coin for no other reason that extremely low float The most similar coin I can think of might be $ALEO which pumped to almost $10bn after launch and currently trades at $400M FDV. But in the meantime there is always a risk of $M being crimed up so it's not risk-free" @thedefivillain on X 2025-07-15 11:16:03 UTC 54.4K followers, 5923 engagements
""Yeah that guy who is buying billions of $BTC every month is a total moron he will blow up" "Wait you want to use a Nasdaq-listed company to buy my altcoin LFGGGG"" @thedefivillain on X 2025-07-21 18:17:13 UTC 54.4K followers, 1650 engagements
"@tloriato_ ETHBTC chart The way BTC moves up also clearly shows it's much more healthy than the way ETH moves up" @thedefivillain on X 2025-07-18 08:30:15 UTC 54.2K followers, XXX engagements
"If buying $PUMP at $4bn FDV is an excellent deal then surely the pre-launch perp contracts should be trading higher than $5.2bn What do you think" @thedefivillain on X 2025-07-10 09:03:19 UTC 54.2K followers, 21.1K engagements
"It seems very obvious that PumpFun success is much more about "right place right time right product" than HyperLiquid which has genuinely created a top-notch product" @thedefivillain on X 2025-07-17 11:24:28 UTC 54.4K followers, 8918 engagements
"My article about Microstrategy is out Feel free to comment below if you have questions happy to answer" @thedefivillain on X 2025-02-12 10:36:07 UTC 54.4K followers, 61.4K engagements
"The preferred shares of $MSTR are instruments that will grow in price in volume and in mindshare and all of the money raised gets funneled into $BTC The fixed income market is gigantic" @thedefivillain on X 2025-07-17 19:56:18 UTC 54.2K followers, 2985 engagements
"Having spent a lot of time in the short altcoins / long $BTC trade is actually quite useful in the current environment to get a sense of how the people still in the trade are feeling My guess is it's too painful for them to close to the trade even if they have a feeling that alts might be going higher We've seen XRP add $100bn worth of FDV in a week while most second-class coins haven't moved yet We don't top before these start pumping imo A lot of energy has been injected into the market it needs some time to spread and it ends with spikes on shitty coins" @thedefivillain on X 2025-07-17 09:50:08 UTC 54.2K followers, 6691 engagements
"Longs I like SPX - looks too good not to break out MOG - immense strength among best memes PUMP - should at least provide one strong pump BONK - bonk guy needs a 5th offer from heaven DOOD - IP/brand szn (kek) DEGEN - vertical pumps during risk-on szn HYPE - life tends to be easier when youre long FARTCOIN - Schelling point meme" @thedefivillain on X 2025-07-15 11:49:27 UTC 54.2K followers, 104.5K engagements
"It's called accretive dilution they only dilute in a way that increases BTC per share. It works either by selling stocks and buying BTC when the stock trades at a premium to NAV. Or by issuing fixed income instruments that have a yield which is lower than the BTC CAGR. Obviously it does not work on an altcoin that has negative long-term CAGR but it works on BTC IF you are bullish on BTC" @thedefivillain on X 2025-07-18 08:53:34 UTC 54.2K followers, XXX engagements
"@BazXbt Gib a few more vertical moves before that" @thedefivillain on X 2025-07-21 14:31:19 UTC 54.4K followers, XXX engagements
"This an excellent debate to watch to understand the two opposite views on $MSTR Jim Chanos has been short MSTR / long BTC since December because he thinks the premium to NAV should contract (to 1X). Pierre Rochard explains that it's normal for MSTR to trade at a premium and that the equilibrium mNAV should necessarily be higher than X. I very much agree with Pierre and I think his opinion is better articulated than Chanos' one who needs to use irrational/irrealistic assumptions to make his points. (For his defense Chanos is the one who has a public trade going on.) I also agree with Pierre" @thedefivillain on X 2025-07-17 13:25:27 UTC 54.2K followers, 10.9K engagements
"So far it's mostly been : Dino coins (again) : $XLM $HBAR $XRP Memes : $PENGU $BONK $MOG" @thedefivillain on X 2025-07-15 12:14:31 UTC 54.3K followers, 5347 engagements
"@satosPom @AgentChud Sell fixed income instruments buy BTC OR sell common stock buy BTC" @thedefivillain on X 2025-07-17 19:48:11 UTC 54.2K followers, XXX engagements
"@ZeMirch long $dood to retire your bloodline ðŸ˜" @thedefivillain on X 2025-07-15 13:59:04 UTC 54.2K followers, XXX engagements
"Don't forget to pair your favorite altcoin / ETH beta coin with $ETH to see if their strength is really strength" @thedefivillain on X 2025-07-17 13:43:12 UTC 54.2K followers, 3814 engagements
"Well even if $PUMP ends up going to $9bn (or more) the opportunity cost is pretty bad right now" @thedefivillain on X 2025-07-17 18:45:19 UTC 54.2K followers, 4235 engagements
"This is how the alt treasury company scheme works : Company ABC trades on Nasdaq at $10M mcap with a share price of $XX The company "raises" $100M from investors/VCs at its current $XX mkt price These investors hold almost all of the company as a consequence The company acquires $100M of an altcoin to become a treasury company (most scammy scenario is when the investors are the ones "selling" their locked tokens to the company) mNAV is close to 1x when this deal is done privately The deal is announced publicly Retail can start aping into the shares of this company The share price quickly goes" @thedefivillain on X 2025-07-21 09:41:10 UTC 54.4K followers, 59.9K engagements
"The higher we pump the more careful you should be But I don't see many reasons to get too defensive already I expect we still have higher to go from here" @thedefivillain on X 2025-07-21 07:16:17 UTC 54.4K followers, 9522 engagements
"ETH memes I like : $PEPE - $7.8bn mcap $MOG - $870M $SPX - $830M $HPOS - $185M $DOG - $50M $LMEOW - $33M $JOE - $30M $KEKEC - $10M" @thedefivillain on X 2024-12-29 10:00:11 UTC 54.4K followers, 31.2K engagements
"The only way to push CT to get interested in the Saylor playbook was to apply it on altcoins" @thedefivillain on X 2025-07-21 18:02:20 UTC 54.4K followers, 2902 engagements