[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.]

[@Matt51459838](/creator/twitter/Matt51459838)
"Could be reading it wrong but I think $STRD $STRK $STRF pricing are telling us the market believes that Bitcoin will continue to have XX% volatility and ARR will top to 10%. They are under and mispriced if this is not true"  
![@Matt51459838 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1335314353763971072.png) [@Matt51459838](/creator/x/Matt51459838) on [X](/post/tweet/1945575230354977017) 2025-07-16 20:04:16 UTC XXX followers, XXX engagements


"1/ Thought experiment time (disclaimer there are a lot of assumptions built in that are arbitrary). When bitcoin moves from 118k to 200k and assuming the XX year UST yield drops back to X% which I don't think it out of the realm of possibility in the next 1-2 years"  
![@Matt51459838 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1335314353763971072.png) [@Matt51459838](/creator/x/Matt51459838) on [X](/post/tweet/1944108073620320274) 2025-07-12 18:54:19 UTC XXX followers, 1332 engagements


"@theretailbull @AdamBLiv The yield also gets crushed if he doesnt re-up atm and there is huge demand. Will lower yield if the instrument tries to move higher on demand. The yield could compress to X% and youd have no cap appreciation where as STRF you have X% in perpetuity"  
![@Matt51459838 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1335314353763971072.png) [@Matt51459838](/creator/x/Matt51459838) on [X](/post/tweet/1947507203617001801) 2025-07-22 04:01:14 UTC XXX followers, XXX engagements


"ChatGPT is feeling bullish on $MSTR this week if it can break $440"  
![@Matt51459838 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1335314353763971072.png) [@Matt51459838](/creator/x/Matt51459838) on [X](/post/tweet/1944491873097367716) 2025-07-13 20:19:24 UTC XXX followers, 2851 engagements


"@JoshMandell6 Tell that to vanguard people lol"  
![@Matt51459838 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1335314353763971072.png) [@Matt51459838](/creator/x/Matt51459838) on [X](/post/tweet/1948526617040749005) 2025-07-24 23:32:02 UTC XXX followers, XXX engagements


"Look how over collateralized $STRF $STRK $STRD $STRC will be once the ITM converts are paid off 👀"  
![@Matt51459838 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1335314353763971072.png) [@Matt51459838](/creator/x/Matt51459838) on [X](/post/tweet/1947442050137526591) 2025-07-21 23:42:21 UTC XXX followers, XXX engagements


"Were building out the yield curve with stretch"  
![@Matt51459838 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1335314353763971072.png) [@Matt51459838](/creator/x/Matt51459838) on [X](/post/tweet/1947439225349279789) 2025-07-21 23:31:07 UTC XXX followers, XX engagements


"@PrestonPysh @PunterJeff MSTR is already valued like a traditional bank. But how to we value it like a central bank lol"  
![@Matt51459838 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1335314353763971072.png) [@Matt51459838](/creator/x/Matt51459838) on [X](/post/tweet/1947486684133953582) 2025-07-22 02:39:42 UTC XXX followers, XX engagements


"$AAPL corporate bonds trade anywhere between low X% coupon up to XXXX% coupon. These are not perpetual. The XX yr trades at 4.4%. Why cant $STRF / $STRK trade to X% with 5x overcollateralization More upside to the pref value IMO. $STRD too but to 7%"  
![@Matt51459838 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1335314353763971072.png) [@Matt51459838](/creator/x/Matt51459838) on [X](/post/tweet/1944268063895171410) 2025-07-13 05:30:03 UTC XXX followers, 1141 engagements


"@CK_Cryptoklepto Isnt $MSTR on Thursday of this week"  
![@Matt51459838 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1335314353763971072.png) [@Matt51459838](/creator/x/Matt51459838) on [X](/post/tweet/1947864936853737910) 2025-07-23 03:42:45 UTC XXX followers, XX engagements


"@RealJimChanos Isnt it ironic that the leader in tech innovation cant even hang on to most of its bitcoin Elon fumbled in 2021 and its hilarious he doesnt want to buy more"  
![@Matt51459838 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1335314353763971072.png) [@Matt51459838](/creator/x/Matt51459838) on [X](/post/tweet/1948234153796702394) 2025-07-24 04:09:53 UTC XXX followers, XXX engagements


"If you assume XX% volatility and XX% ARR (more likely) then $STRD $STRK $STRF should be priced at $200+"  
![@Matt51459838 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1335314353763971072.png) [@Matt51459838](/creator/x/Matt51459838) on [X](/post/tweet/1945575670236770488) 2025-07-16 20:06:01 UTC XXX followers, XX engagements


"@CK_Cryptoklepto I think MARA is smart to release on 29th. No one is going to GAF about RIOT and maybe even COIN when Saylor is at bat"  
![@Matt51459838 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1335314353763971072.png) [@Matt51459838](/creator/x/Matt51459838) on [X](/post/tweet/1947866668581196245) 2025-07-23 03:49:38 UTC XXX followers, XX engagements