LunarCrush LLM | creator/twitter::1229476644886171652/posts

[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.]

[@TraderTahoe](/creator/twitter/TraderTahoe)
"$BTC: Bitcoin's surge to $125000 this week has created a stark disconnect for Bitcoin treasury companies like #MetaPlanet #MTPLF. Based on the IOS framework which emphasizes relational modeling of BTC holdings yield mechanisms and real-time NAV adjustments the projected common share price of 2000 about $XX USD aligns with a power-law trajectory at 3x mNAV assuming sustained BTC yield of XXX% YTD and operational torque from initiatives like covered calls and the Project Nova initiative scheduled for next year. However the current price of 570591 3.75-3.90 USD reflects a XX% lag trading at just"  
[X Link](https://x.com/TraderTahoe/status/1976068897628639625) [@TraderTahoe](/creator/x/TraderTahoe) 2025-10-08T23:35Z XX followers, XXX engagements


"Shorting is a significant but not the only factor in the lag. #MetaPlanet short positions exceed typical levels for small-caps. Driven by skepticism over $BTC price sustainability and equity dilution MetaPlanet remains Japan's most shorted stock. In the IOS model shorting correlates inversely with mNAV expansion; so at current levels of 1.1-1.3 it caps BTC acquisition per share needed for growth. The estimate of short interest is at 2030% of float it pressures the upside price but does not fully explain the XX% Q3 drop post-earnings. So shorting might figure into 3040% of the $MTPLF price"  
[X Link](https://x.com/TraderTahoe/status/1976402575202320641) [@TraderTahoe](/creator/x/TraderTahoe) 2025-10-09T21:41Z XX followers, XXX engagements


"Beyond shorting another interconnected element is weighing on the price creating a 'perfect storm' for #MetaPlanet price lag: aggressive $BTC stacking adding 5268 BTC on October X for $615M to reach 30823 BTC was funded by at-the-market offerings and the September $1.4B raise. This diluted shares by 2025% eroding BTC/share and spooking retail a bunch. Q3 results showed $16.56M from #Bitcoin revenue smashing FY25 targets so increased revenue and BTC accumulation beyond targets and no debt yet the stock plunged XX% in September on dilution/shorting fears and continues into October. We figure"  
[X Link](https://x.com/TraderTahoe/status/1978887452027949512) [@TraderTahoe](/creator/x/TraderTahoe) 2025-10-16T18:15Z XX followers, XXX 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.]

@TraderTahoe "$BTC: Bitcoin's surge to $125000 this week has created a stark disconnect for Bitcoin treasury companies like #MetaPlanet #MTPLF. Based on the IOS framework which emphasizes relational modeling of BTC holdings yield mechanisms and real-time NAV adjustments the projected common share price of 2000 about $XX USD aligns with a power-law trajectory at 3x mNAV assuming sustained BTC yield of XXX% YTD and operational torque from initiatives like covered calls and the Project Nova initiative scheduled for next year. However the current price of 570591 3.75-3.90 USD reflects a XX% lag trading at just"
X Link @TraderTahoe 2025-10-08T23:35Z XX followers, XXX engagements

"Shorting is a significant but not the only factor in the lag. #MetaPlanet short positions exceed typical levels for small-caps. Driven by skepticism over $BTC price sustainability and equity dilution MetaPlanet remains Japan's most shorted stock. In the IOS model shorting correlates inversely with mNAV expansion; so at current levels of 1.1-1.3 it caps BTC acquisition per share needed for growth. The estimate of short interest is at 2030% of float it pressures the upside price but does not fully explain the XX% Q3 drop post-earnings. So shorting might figure into 3040% of the $MTPLF price"
X Link @TraderTahoe 2025-10-09T21:41Z XX followers, XXX engagements

"Beyond shorting another interconnected element is weighing on the price creating a 'perfect storm' for #MetaPlanet price lag: aggressive $BTC stacking adding 5268 BTC on October X for $615M to reach 30823 BTC was funded by at-the-market offerings and the September $1.4B raise. This diluted shares by 2025% eroding BTC/share and spooking retail a bunch. Q3 results showed $16.56M from #Bitcoin revenue smashing FY25 targets so increased revenue and BTC accumulation beyond targets and no debt yet the stock plunged XX% in September on dilution/shorting fears and continues into October. We figure"
X Link @TraderTahoe 2025-10-16T18:15Z XX followers, XXX engagements