[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.] [@80IQmindset](/creator/twitter/80IQmindset) "@btc_overflow Close to round trips People giving up Reminds me of April when I was max bullish and out my money where my mouth was late April History rhymes"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947678970192785510) 2025-07-22 15:23:47 UTC 24.3K followers, 1032 engagements "Eventually this market will place a 10-20x EBITDA multiple on $MSTR and $MTPLF Until then enjoy the asymmetry"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944941082636378158) 2025-07-15 02:04:24 UTC 24.3K followers, 29.6K engagements "@WorkforLife3 @btcfuturist @Adrian_R_Morris A defined purpose to dilute your wealth compared to fiat debasement XX% a year Fantastic"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947676294663024817) 2025-07-22 15:13:09 UTC 24.3K followers, XX engagements "@WorkforLife3 @Adrian_R_Morris Annuities What an absolute scam - amazing people get suckered into these things"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947449121037815890) 2025-07-22 00:10:26 UTC 24.3K followers, XXX engagements "Lots of 🧂 from people who missed $MTPLF sub $X. Easy tell with the type of takes they have"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944153660977746380) 2025-07-12 21:55:28 UTC 24.3K followers, 18.1K engagements "@KristophJeffers @Metaplanet_JP UTMAS = cheat code Way better than 529s stuck in horrible funds"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944218102255743069) 2025-07-13 02:11:32 UTC 24.3K followers, XXX engagements "I have zero clue if this is the local bottom. But I have a feeling by 2028 this will be a great receipt to look back on. $MSTR is going to crush it as most of us have figured out the last five years at some point or time and have acted accordingly. Swapping $MTPLF for $NVDA is a fumble. 3.5x to Dollar Tree parity still. The market will prove one of us right"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1946053917982458138) 2025-07-18 03:46:24 UTC 24.3K followers, 7719 engagements "@metapuramaniac 😆 goodbye tax reform FUD a couple weeks ago- so funny Markets hate uncertainty so who knows what price action does - no one knows short term"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947028258391748977) 2025-07-20 20:18:05 UTC 24.3K followers, 1141 engagements "@vincent13031925 XX% of people cant manage / hold a 200+ vol asset Reason for that"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947616419148919257) 2025-07-22 11:15:13 UTC 24.3K followers, 4956 engagements "@btcfuturist @WorkforLife3 @Adrian_R_Morris Bingo"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947670302755844469) 2025-07-22 14:49:20 UTC 24.3K followers, XX engagements "@Ys0Complicated @_Checkmatey_ @KristophJeffers MSTR will have a higher bear market floor than last cycle I think XX% agree with this - simply because of the ecosystem of products theyve built to thrive in that kind of market"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947456045271413149) 2025-07-22 00:37:57 UTC 24.3K followers, XX engagements "@hoose_house @btc_overflow Been through it over and over. Strips emotion away. Never completely but the calmness comes more each cycle"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947683669545771510) 2025-07-22 15:42:27 UTC 24.3K followers, XX engagements "* STRK / MTPLF Sliding Scale Concept * $STRK + $MTPLF has been one of the best risk-adjusted combo plays over the past month and I think it continues. $STRK dampens vol protects downside gives me X% divvy per quarter + call option-like upside on $MSTR mooning and liquidation preference in the cap structure. So technically Im long $MSTR. I do still have a small common bag as well. $MTPLF is 2021 MSTR on TRT. Now one of the most volatile equities in the entire world as IV tapped 300+ last week. #1 traded equity in Japan. Crushing companies such as Toyota. Toyota 7203.T mc = $XXX billion $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1926621784360550894) 2025-05-25 12:50:02 UTC 24.3K followers, 87.1K engagements "@btc_overflow Been devastating since April - brutal XXX mNAV then XXX mNAV now ☠"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947834953020149826) 2025-07-23 01:43:36 UTC 24.3K followers, XXX engagements "@morpheus7447x I bought $XXX calls at $XXX during tariff destruction (shouldve waited to the XXX SMA at 230) then flipped out around $400/share Got massively irresponsible last summer and Ill do it again at X if it gets there"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947408324909027556) 2025-07-21 21:28:20 UTC 24.3K followers, XX engagements "Prefs can ramp leverage intelligently and mNAV could expand much higher without diluting the common he talked about it in the ER call. This concept has flown over so many peoples heads its comical at this point. As usual market needs time to figure it out. Holding breath probably isnt smart 🤣"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947023636277145926) 2025-07-20 19:59:43 UTC 24.3K followers, XX engagements "@JaredDHardin Fiat goes up forever so bitcoin goes up forever Wow that has hard. And its not *optimistic* for Fiat either"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947429784755077215) 2025-07-21 22:53:36 UTC 24.3K followers, XXX engagements "Capital Group lit the match Now the raging 🔥 starts 3350.T / $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944386274426601934) 2025-07-13 13:19:47 UTC 24.3K followers, 15.5K engagements "Gotta up those credit scores to accelerate the speculative attack"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1946989966568935855) 2025-07-20 17:45:56 UTC 24.3K followers, 1621 engagements "Only a select few of you will understand 3350.T / $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947809532673200576) 2025-07-23 00:02:35 UTC 24.3K followers, 10.4K engagements "@DylanLeClair_ "Money market-like fund" powered by bitcoin probably nothing"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947395408030011863) 2025-07-21 20:37:00 UTC 24.3K followers, 5740 engagements "Druck is one of the 🐐 s He helped me develop a framework to stack conviction and exploit the other players in the game who were/are oblivious. Whether it was: Bitcoin GBTC discount to NAV MSTR MTPLF I like putting all my eggs in one basket and watch the basket When you have a quiver with a bunch of arrows in it you can find to put money into. You have to think out of the box What a company has been earning doesnt mean anything. The obvious is obviously wrong. $MSTR $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947278797146935399) 2025-07-21 12:53:38 UTC 24.3K followers, 9544 engagements "mNAV4 X _______________________________________ mNAV the same as it was in April Share price is 3x higher Whats the lesson 3350.T / $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947837513319494053) 2025-07-23 01:53:46 UTC 24.3K followers, 27.9K engagements "@VanNostrandPHD @DylanLeClair_ yield curve incoming"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947397760157896846) 2025-07-21 20:46:21 UTC 24.3K followers, XX engagements "@_Checkmatey_ There will be a couple massive winners in this BTCTC window The rest have / will get crushed with mNAV compression and their inability to spin their flywheel in a bear / deleveraging / liquidity suck Who can defend their mNAV and survive Capital will flock to them"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947388288127340650) 2025-07-21 20:08:43 UTC 24.3K followers, 1878 engagements "In case youve ignored the last two Saylor breakdowns on prefs heres another shot $STRK $STRF $STRD"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1942298224494096748) 2025-07-07 19:02:37 UTC 24.3K followers, 1979 engagements "Im surprised $STRD hasnt closed to par yet"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1946007326672015541) 2025-07-18 00:41:16 UTC 24.3K followers, 2732 engagements "Some BTCTC nanos and early hype names close to round-tripping. If youre shocked you shouldnt be"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947385580280504766) 2025-07-21 19:57:57 UTC 24.3K followers, 3192 engagements "@nextlayercap He goes on to say that he had more investable assets in 3350 shares than Bitcoin That put me over the edge in April 🫡"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944397231638855774) 2025-07-13 14:03:19 UTC 24.3K followers, XXX engagements "@RichardByworth @gerovich Last interview $MTPLF was sub $X 🤯"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945947040086692077) 2025-07-17 20:41:42 UTC 24.3K followers, 6161 engagements "All you had to do was shadow CG in early May instead of listening to spaces hosts calling for share price destruction because mNAV was going to X imminently 🤣 $MTPLF / 3350.T"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944509862559523286) 2025-07-13 21:30:53 UTC 24.3K followers, 8842 engagements "The most important part of the STRC slide deck IYKYK 👀"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947413838778773895) 2025-07-21 21:50:15 UTC 24.3K followers, 14.1K engagements "Fair mNAV (red) has been a support area on previous mNAV compressions over the past year. .5x fair mNAV (yellow line) has never been tagged since the first ramp after they started their strategy. Credit: @TakaAnikuni 3350.T / $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945291110101791224) 2025-07-16 01:15:17 UTC 24.3K followers, 10.4K engagements "@btc_overflow Im acting accordingly btw but I play a lone hand"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947679558968479818) 2025-07-22 15:26:07 UTC 24.3K followers, XXX engagements "mNAV dropped Im devastated 3350.T / $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944598005262246082) 2025-07-14 03:21:07 UTC 24.3K followers, 27.3K engagements "Study up 🫡 credit: @hiyoko_peep 3350.T / $MTPLF"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944066728662905015) 2025-07-12 16:10:01 UTC 24.3K followers, 1735 engagements "@Strategy Strategy will be the most valuable company in the world for 2035"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947637350974070974) 2025-07-22 12:38:24 UTC 24.3K followers, XXX engagements "$STRC - "Stretch is Strong Credit" Senior to STRK - Junior to STRF Short duration - X month bitcoin instrument STRC is designed to be stable in price Monthly cash dividend Callable Cumulative Offering is $XXX million Long-term BTC rating target- 10X+ Will be posting thoughts in the thread as I go through this. Jump in with your initial takes. Plan on doing a spaces either today and tomorrow so we all can discuss and will post. $MSTR"  [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1947394267023806843) 2025-07-21 20:32:28 UTC 24.3K followers, 30.8K 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.]
@80IQmindset
"@btc_overflow Close to round trips People giving up Reminds me of April when I was max bullish and out my money where my mouth was late April History rhymes" @80IQmindset on X 2025-07-22 15:23:47 UTC 24.3K followers, 1032 engagements
"Eventually this market will place a 10-20x EBITDA multiple on $MSTR and $MTPLF Until then enjoy the asymmetry" @80IQmindset on X 2025-07-15 02:04:24 UTC 24.3K followers, 29.6K engagements
"@WorkforLife3 @btcfuturist @Adrian_R_Morris A defined purpose to dilute your wealth compared to fiat debasement XX% a year Fantastic" @80IQmindset on X 2025-07-22 15:13:09 UTC 24.3K followers, XX engagements
"@WorkforLife3 @Adrian_R_Morris Annuities What an absolute scam - amazing people get suckered into these things" @80IQmindset on X 2025-07-22 00:10:26 UTC 24.3K followers, XXX engagements
"Lots of 🧂 from people who missed $MTPLF sub $X. Easy tell with the type of takes they have" @80IQmindset on X 2025-07-12 21:55:28 UTC 24.3K followers, 18.1K engagements
"@KristophJeffers @Metaplanet_JP UTMAS = cheat code Way better than 529s stuck in horrible funds" @80IQmindset on X 2025-07-13 02:11:32 UTC 24.3K followers, XXX engagements
"I have zero clue if this is the local bottom. But I have a feeling by 2028 this will be a great receipt to look back on. $MSTR is going to crush it as most of us have figured out the last five years at some point or time and have acted accordingly. Swapping $MTPLF for $NVDA is a fumble. 3.5x to Dollar Tree parity still. The market will prove one of us right" @80IQmindset on X 2025-07-18 03:46:24 UTC 24.3K followers, 7719 engagements
"@metapuramaniac 😆 goodbye tax reform FUD a couple weeks ago- so funny Markets hate uncertainty so who knows what price action does - no one knows short term" @80IQmindset on X 2025-07-20 20:18:05 UTC 24.3K followers, 1141 engagements
"@vincent13031925 XX% of people cant manage / hold a 200+ vol asset Reason for that" @80IQmindset on X 2025-07-22 11:15:13 UTC 24.3K followers, 4956 engagements
"@btcfuturist @WorkforLife3 @Adrian_R_Morris Bingo" @80IQmindset on X 2025-07-22 14:49:20 UTC 24.3K followers, XX engagements
"@Ys0Complicated @Checkmatey @KristophJeffers MSTR will have a higher bear market floor than last cycle I think XX% agree with this - simply because of the ecosystem of products theyve built to thrive in that kind of market" @80IQmindset on X 2025-07-22 00:37:57 UTC 24.3K followers, XX engagements
"@hoose_house @btc_overflow Been through it over and over. Strips emotion away. Never completely but the calmness comes more each cycle" @80IQmindset on X 2025-07-22 15:42:27 UTC 24.3K followers, XX engagements
"* STRK / MTPLF Sliding Scale Concept * $STRK + $MTPLF has been one of the best risk-adjusted combo plays over the past month and I think it continues. $STRK dampens vol protects downside gives me X% divvy per quarter + call option-like upside on $MSTR mooning and liquidation preference in the cap structure. So technically Im long $MSTR. I do still have a small common bag as well. $MTPLF is 2021 MSTR on TRT. Now one of the most volatile equities in the entire world as IV tapped 300+ last week. #1 traded equity in Japan. Crushing companies such as Toyota. Toyota 7203.T mc = $XXX billion $MTPLF" @80IQmindset on X 2025-05-25 12:50:02 UTC 24.3K followers, 87.1K engagements
"@btc_overflow Been devastating since April - brutal XXX mNAV then XXX mNAV now ☠" @80IQmindset on X 2025-07-23 01:43:36 UTC 24.3K followers, XXX engagements
"@morpheus7447x I bought $XXX calls at $XXX during tariff destruction (shouldve waited to the XXX SMA at 230) then flipped out around $400/share Got massively irresponsible last summer and Ill do it again at X if it gets there" @80IQmindset on X 2025-07-21 21:28:20 UTC 24.3K followers, XX engagements
"Prefs can ramp leverage intelligently and mNAV could expand much higher without diluting the common he talked about it in the ER call. This concept has flown over so many peoples heads its comical at this point. As usual market needs time to figure it out. Holding breath probably isnt smart 🤣" @80IQmindset on X 2025-07-20 19:59:43 UTC 24.3K followers, XX engagements
"@JaredDHardin Fiat goes up forever so bitcoin goes up forever Wow that has hard. And its not optimistic for Fiat either" @80IQmindset on X 2025-07-21 22:53:36 UTC 24.3K followers, XXX engagements
"Capital Group lit the match Now the raging 🔥 starts 3350.T / $MTPLF" @80IQmindset on X 2025-07-13 13:19:47 UTC 24.3K followers, 15.5K engagements
"Gotta up those credit scores to accelerate the speculative attack" @80IQmindset on X 2025-07-20 17:45:56 UTC 24.3K followers, 1621 engagements
"Only a select few of you will understand 3350.T / $MTPLF" @80IQmindset on X 2025-07-23 00:02:35 UTC 24.3K followers, 10.4K engagements
"@DylanLeClair_ "Money market-like fund" powered by bitcoin probably nothing" @80IQmindset on X 2025-07-21 20:37:00 UTC 24.3K followers, 5740 engagements
"Druck is one of the 🐐 s He helped me develop a framework to stack conviction and exploit the other players in the game who were/are oblivious. Whether it was: Bitcoin GBTC discount to NAV MSTR MTPLF I like putting all my eggs in one basket and watch the basket When you have a quiver with a bunch of arrows in it you can find to put money into. You have to think out of the box What a company has been earning doesnt mean anything. The obvious is obviously wrong. $MSTR $MTPLF" @80IQmindset on X 2025-07-21 12:53:38 UTC 24.3K followers, 9544 engagements
"mNAV4 X _______________________________________ mNAV the same as it was in April Share price is 3x higher Whats the lesson 3350.T / $MTPLF" @80IQmindset on X 2025-07-23 01:53:46 UTC 24.3K followers, 27.9K engagements
"@VanNostrandPHD @DylanLeClair_ yield curve incoming" @80IQmindset on X 2025-07-21 20:46:21 UTC 24.3K followers, XX engagements
"@Checkmatey There will be a couple massive winners in this BTCTC window The rest have / will get crushed with mNAV compression and their inability to spin their flywheel in a bear / deleveraging / liquidity suck Who can defend their mNAV and survive Capital will flock to them" @80IQmindset on X 2025-07-21 20:08:43 UTC 24.3K followers, 1878 engagements
"In case youve ignored the last two Saylor breakdowns on prefs heres another shot $STRK $STRF $STRD" @80IQmindset on X 2025-07-07 19:02:37 UTC 24.3K followers, 1979 engagements
"Im surprised $STRD hasnt closed to par yet" @80IQmindset on X 2025-07-18 00:41:16 UTC 24.3K followers, 2732 engagements
"Some BTCTC nanos and early hype names close to round-tripping. If youre shocked you shouldnt be" @80IQmindset on X 2025-07-21 19:57:57 UTC 24.3K followers, 3192 engagements
"@nextlayercap He goes on to say that he had more investable assets in 3350 shares than Bitcoin That put me over the edge in April 🫡" @80IQmindset on X 2025-07-13 14:03:19 UTC 24.3K followers, XXX engagements
"@RichardByworth @gerovich Last interview $MTPLF was sub $X 🤯" @80IQmindset on X 2025-07-17 20:41:42 UTC 24.3K followers, 6161 engagements
"All you had to do was shadow CG in early May instead of listening to spaces hosts calling for share price destruction because mNAV was going to X imminently 🤣 $MTPLF / 3350.T" @80IQmindset on X 2025-07-13 21:30:53 UTC 24.3K followers, 8842 engagements
"The most important part of the STRC slide deck IYKYK 👀" @80IQmindset on X 2025-07-21 21:50:15 UTC 24.3K followers, 14.1K engagements
"Fair mNAV (red) has been a support area on previous mNAV compressions over the past year. .5x fair mNAV (yellow line) has never been tagged since the first ramp after they started their strategy. Credit: @TakaAnikuni 3350.T / $MTPLF" @80IQmindset on X 2025-07-16 01:15:17 UTC 24.3K followers, 10.4K engagements
"@btc_overflow Im acting accordingly btw but I play a lone hand" @80IQmindset on X 2025-07-22 15:26:07 UTC 24.3K followers, XXX engagements
"mNAV dropped Im devastated 3350.T / $MTPLF" @80IQmindset on X 2025-07-14 03:21:07 UTC 24.3K followers, 27.3K engagements
"Study up 🫡 credit: @hiyoko_peep 3350.T / $MTPLF" @80IQmindset on X 2025-07-12 16:10:01 UTC 24.3K followers, 1735 engagements
"@Strategy Strategy will be the most valuable company in the world for 2035" @80IQmindset on X 2025-07-22 12:38:24 UTC 24.3K followers, XXX engagements
"$STRC - "Stretch is Strong Credit" Senior to STRK - Junior to STRF Short duration - X month bitcoin instrument STRC is designed to be stable in price Monthly cash dividend Callable Cumulative Offering is $XXX million Long-term BTC rating target- 10X+ Will be posting thoughts in the thread as I go through this. Jump in with your initial takes. Plan on doing a spaces either today and tomorrow so we all can discuss and will post. $MSTR" @80IQmindset on X 2025-07-21 20:32:28 UTC 24.3K followers, 30.8K engagements
/creator/twitter::1195374544044875777/posts