Dark | Light
[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.]

[@HermesLux](/creator/twitter/HermesLux)
"Bitcoin 118k. Mstr XXX. The market gods have heard me"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1943616197775310874) 2025-07-11 10:19:46 UTC 10.6K followers, 11.1K engagements


"Trump is backing up his words with his company and his money. It looks like Bitcoin is catching on after all"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947381006635246061) 2025-07-21 19:39:47 UTC 10.6K followers, 4134 engagements


"I know a lot of people are having a hard time wrapping their head around how net asset values work. You can think of it in terms of the enterprise value which you can also think of in terms of enterprise value per share including Bitcoin per share. In my formula share count is not required as an independent variable since the mnav already takes into account current and future share dilution. It might be easier to understand if you just make the future mnav=1"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947241057537704112) 2025-07-21 10:23:40 UTC 10.6K followers, XX engagements


"oops. TSWCF (-13%) and SQNS (-22%) are puking today"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1945494026162999616) 2025-07-16 14:41:36 UTC 10.6K followers, 3655 engagements


"@frihetspenger Share dilution was built into my calculation. If you still don't understand how this all works I would recommend some very good index funds"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946305732204249471) 2025-07-18 20:27:01 UTC 10.6K followers, 1708 engagements


"Correction to STRC being annual dividend yield of 9-10% paid monthly (typo)"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947607173959164241) 2025-07-22 10:38:29 UTC 10.6K followers, 1739 engagements


"@mariobermeo @unusual_whales There's no state income taxes. All other taxes are lower. People are generally happier in FL than the mid Atlantic states and the north"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947780340707164564) 2025-07-22 22:06:35 UTC 10.6K followers, XXX engagements


"@GaryCardone Some people might say " there is no second best" but honestly HBAR is the second best. Understanding is key"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946710837525197035) 2025-07-19 23:16:46 UTC 10.6K followers, 1173 engagements


"@LiefMagnus What was your compound growth argument I don't call seeing it"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947410186638962953) 2025-07-21 21:35:44 UTC 10.6K followers, XXX engagements


"Follow Metaplanet trading around the globe: Tokyo Stock Exchange ("3350"): Open: 8:00 PM ET Lunch Break: 10:30 PM11:30 PM ET Reopen: 11:30 PM ET Close: 2:25 AM ET Frankfurt Stock Exchange ("DN3"): Open: 3:00 AM ET Close: 11:30 AM ET USOTC ("MTPLF"): Open: 9:30 AM ET Close: 4:00 PM ET"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1925327319633195473) 2025-05-21 23:06:18 UTC 10.6K followers, 8960 engagements


"You have to appreciate just how large the global Fixed Income (FI) market is to understand. BTC can swallow Gold and Real Estate but it still won't provide yield. MSTR through it's preferred equities (STRK/F/D/C) uses BTC-backed equity offerings to provide yield on top of BTC's growth. It's a behemoth that the world has never seen"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947662391346450553) 2025-07-22 14:17:54 UTC 10.6K followers, 4249 engagements


"This about building out the MSTR yield curve. This would compare to monthly US treasuries. So the argument would be "why buy US treasuries when you can buy this for a higher rate backed by Bitcoin""  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947408567943807315) 2025-07-21 21:29:18 UTC 10.6K followers, 7821 engagements


"@unusual_whales I get it. Lots of people in the DC and New York areas are trying to move to Florida and they want to get as much home/land in Florida as possible. I don't blame them"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947775691006595277) 2025-07-22 21:48:07 UTC 10.6K followers, 1299 engagements


"@AM13978371 @terpsikhoros These are the total authorized but as you can see in that picture the XXX plan involves using far less. If they do use all XXX billion shares then they will be buying a lot more Bitcoin then they are forecasting"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947086997295661068) 2025-07-21 00:11:29 UTC 10.6K followers, XX engagements


"The $MSTY killer. Lol. Totally did not see that coming"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947399414043316334) 2025-07-21 20:52:55 UTC 10.6K followers, 41.1K engagements


"@Echo_Nova_5 @saylor Correct on a consistent principle. Not a declining principle"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947403650453934416) 2025-07-21 21:09:45 UTC 10.6K followers, 5464 engagements


"Clarifying $MTPLF price predictions Facts: MP owns 16352 BTC Current mNAV = 3.19x BTC $118000 MTPLF $9/share Assumptions: Will own 30000 by end of 2025 (1.834x) Will own 210000 by end of 2027 (12.842x) mNAV won't go less than 1x within next X years mNAV will end 2025 at 3x mNAV will end 2027 at 2x BTC will reach at least $150k by end of 2025 (1.271x) and at least $200k by end of 2027 (1.695x) Using these facts and assumptions* I derive the following formula: MTPLF 2025/2027 year end price = Future mNAV / (current mNAV / BTC growth multiple) * current MTPLF share price * BTC price multiple --"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947068687506391081) 2025-07-20 22:58:44 UTC 10.6K followers, 57.2K engagements


"@gozamah @saylor They are still direct competitors regardless of their customer base"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947426565169811872) 2025-07-21 22:40:49 UTC 10.6K followers, XXX engagements


""The amount I could make from the capital I have in MSTY running your strategy would be peanuts compared to the income Im getting from Msty" This is the very point I try to help educate people because it is so far from the truth. No matter how much I put up my actual results and countless examples I still get people saying the same stuff. It's almost like what I'm saying is not sinking in for a lot of people. There are a lot of people that I have been able to help and that's why I keep going. For others perhaps msty is the best thing for them"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947423427473883185) 2025-07-21 22:28:21 UTC 10.6K followers, 4759 engagements


"@krcp @terpsikhoros Terminal mNAV will always be 1x unless the management does something wrong. Therefore all forward estimates should use 1x in their most bearish calculations. Separating the dilution in shares might be interesting to know but won't change the bottom line estimates"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947126377968275864) 2025-07-21 02:47:59 UTC 10.6K followers, XXX engagements


"If you could buy BTC at XX% or XX% off today would you do it Of course you would so don't whine when $MSTR $MTPLF and so many other BTC treasury companies do that by selling their company's shares. It's only dilutive in your ownership % of the company NOT in your value per share. Welcome to intelligent leverage in modern finance"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947086334922752358) 2025-07-21 00:08:52 UTC 10.6K followers, 7578 engagements


"@OrwellsRevenge The video says XX% but also says it's just an example that in some cases the reserve ratio is X% meaning banks lend out XXX% in many cases"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946340909664092608) 2025-07-18 22:46:48 UTC 10.6K followers, XX engagements


"it's Wednesday people. let's make some money"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1945489948410314987) 2025-07-16 14:25:23 UTC 10.6K followers, 2517 engagements


"Because it is built into the net asset value. You can also look at the price to book ratio. The net asset value or the book value of each share increases despite share dilution as evermore Bitcoin is purchased thereby increasing the amount of Bitcoin per share over time. This is why the mnav will decrease over time. You don't need to think about dilution of shares because it is built into the NAV calculation"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946602088424772057) 2025-07-19 16:04:38 UTC 10.6K followers, XXX engagements


"@Adrian_R_Morris Yes it is going to siphon money away from any fund or other fixed income product offering monthly returns. It is a direct competitor to any fund offering fixed income monthly payouts to include annuities"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947440615396151365) 2025-07-21 23:36:39 UTC 10.6K followers, XXX engagements


"Lol no. The principal stays the same with strc. With msty the principal will go down every month and that percentage will be a lower dollar amount forever. This is practically a fixed dollar amount but the interest rate will be variable to maintain a close to the same dollar amount every month. $MSTY is finished"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947400712474005938) 2025-07-21 20:58:05 UTC 10.6K followers, XXX engagements


"It looks like $mtplf is going to open around XX% up; about $8.80/share"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947980944545058888) 2025-07-23 11:23:43 UTC 10.6K followers, 1847 engagements


"1. You are presenting a "Strawman Fallacy". X. My numbers seem absurd because you are missing what you don't understand (how NAV and debt work). You insist on listing a future share count which we don't really know. Yes $42B / $XXXXX = 684M; that math is correct but that is NOT what the share count will be. You're insistence upon that is what is confusing you resulting in your strawman fallacy (false logic argument). X. In the example ending with $XXXXX that would be the estimated minimum MTPLF share price if they owned 210000 BTC and a current BTC price of $200k equivalent of today's BTC NAV"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947270541536109014) 2025-07-21 12:20:50 UTC 10.6K followers, XX engagements


"Metaplanet has just repeated the same cycle that $mstr underwent from the end of November through March ( XX% drawdown). We are now entering the equivalent of April"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947750481637290211) 2025-07-22 20:07:56 UTC 10.6K followers, 13.9K engagements


"MSTR earnings There are two aspects to all of this. One is what the analysts talk about all the fundamentals of the company and the business. The other aspect is the reality that becomes the catalyst for the stock price to move one way or another. Understanding the fundamentals is important and interesting but it doesn't tell you what the stock's going to do in the short term. People married to their analysis tend to overestimate. At this point we know they will report very significant earnings per share somewhere in the range of $XX to $XX per share which will very likely lead to a"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1945950280073535667) 2025-07-17 20:54:35 UTC 10.6K followers, 17K engagements


"IMO @Strategy receiving credit ratings on their preferred stock offerings would do better for $MSTR than either a great earnings report or inclusion into the S&P 500"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947660269011751184) 2025-07-22 14:09:28 UTC 10.6K followers, 17.7K engagements


"@EricBitcoinFL I don't think they will grow faster than metaplanet. The UK is also a lot less friendly to bitcoin than either Japan or the US"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947981311643365585) 2025-07-23 11:25:11 UTC 10.6K followers, XX engagements


"The MSTR yield curve-- STRC (Stretch) T-Bills: Offers variable 9-10% monthly dividends prioritizing stability for conservative investors like T-Bills focus on safety and short-term liquidity. ➡Money Market Funds ➡Certificates of Deposit (CDs) ➡High-Yield Savings Accounts ➡Monthly investment income equities STRF (Strife) T-Notes: Provides fixed XX% dividends with price stability suiting income-focused investors with moderate risk similar to T-Notes steady returns. ➡Corporate Bonds ➡Dividend-Paying Stocks ➡Fixed Annuities STRK (Strike) T-Bonds: Combines X% dividends with conversion potential"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947498702106415582) 2025-07-22 03:27:28 UTC 10.6K followers, 23.1K engagements


"MSTR is up 2.3%; Both my long and short calls are positive on the day. I've successfully rolled short calls several times to the ones you see here. They were up to the XX deltas; now back down to XX deltas. Time decay is your friend. Time remains undefeated as do XX deltas"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947357872590852560) 2025-07-21 18:07:51 UTC 10.6K followers, 5183 engagements


"These numbers include DRIP which defeats the purpose of a monthly dividend producing ETF. if you're going to reinvest the divy then you may as well just buy the underlying ticker. As a comparison MSTR is up over XXX% in the same time MSTY generated XXX% DRIP included. Without DRIP its far worse for MSTY"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947643059581182227) 2025-07-22 13:01:05 UTC 10.6K followers, XXX engagements


"@vtomecek Any standard brokerage. Robinhood and Webell for some reason cannot trade over-the-counter stocks which really makes no sense given their clientele. But it might be because of who is backing them"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946616409477234968) 2025-07-19 17:01:33 UTC 10.6K followers, XXX engagements


"@14g23h34 @saylor "Msty is sitting nearly exactly where it was issued" Just like the USD"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947607992859324563) 2025-07-22 10:41:44 UTC 10.6K followers, XX engagements


"Metaplanet will retire a lot of smart people in the next X and 1/2 years. Recurring income generation via XX deltas is still TBD"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946307631183720549) 2025-07-18 20:34:34 UTC 10.6K followers, 42.5K engagements


"@kingpriyom @saylor I spend 1-2 hours per month trading. My portfolio beats MSTR's total return and MSTY's total dividend. Honestly I need to start my own fund HF: "Alpha Lux" Let me know if you have any questions"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947673021541499136) 2025-07-22 15:00:09 UTC 10.6K followers, XXX engagements


"I want to revise this estimate. Expect mNAV to be 2x by the end of 2027 not 3x. Updated 2027 calculations (base case): Future MTPLF price = X / XXXX * $X = $XX (if BTC flat) = $XXX (if BTC 2x) = $XXX (if BTC 3x) I'm changing the calculation to match a previous estimate I had because I think 3x mnav is realistic by the end of 2025 but 2x by the end of 2027. This is my base case not my bull or bear case"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946607377383301274) 2025-07-19 16:25:39 UTC 10.6K followers, 33.2K engagements


"@DiscussingFilm The marvel movies did well despite James Gunn not because of him. I'm not sure DC will do as well. The DC universe is much more serious. If Gunn turns it all into a comedy it's not going to work out well"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947046295794757723) 2025-07-20 21:29:45 UTC 10.6K followers, 5141 engagements


"Metaplanet price prediction for 2027 Metaplanet $MTPLF has a target of 210000 BTC acquired by the end of 2027. Put another way Metaplanet intends to 13.5x their BTC holdings from today by the end of 2027. If we math this out we can derive an estimated share price by dividing X (assuming a future 2x mNAV) by the quotient of the current mNAV (4.2x) divided by XXXX. We then take that number and multiply it by the current share price ($10.70). = X / (4.2 / 13.5) * XXXXX = $XXXXX per share by 12/31/2027 This is a math-based estimate a base case; not a bull case or bear case. That said I wish all"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1942983553270104410) 2025-07-09 16:25:52 UTC 10.6K followers, 50.8K engagements


"@jonnypokerasia @Strategy it wont be drained just siphoned off a bit by BTC as a percentage of the whole"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947677267817037874) 2025-07-22 15:17:01 UTC 10.6K followers, XXX engagements


"@CG3real I don't get close to expiration with my long legs. These are supposed to simulate owning shares so I have to roll them every X to X months"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947411427381416181) 2025-07-21 21:40:40 UTC 10.6K followers, XXX engagements


"I think this is a great offering product from strategy. My issue with msty is that it is an ETF that is built to go down and is built to underperform the equity that it leverages to fund its dividends. That is a subpar investment. The only reason it done as well as it has is because of how strong MST are is. Now people no longer require a middleman to generate monthly income"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947406341133266948) 2025-07-21 21:20:27 UTC 10.6K followers, XXX engagements


"Not needed for this post. First you need to understand how Net Asset Value per share works as share ownership gets diluted whilst its value per share increases. I try to break this down as simply as possible but if you still have a hard time with the math I encourage you to go research whatever you think is missing and do your own independent calculations. Then check your results with what I have here. It's the best way to learn"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947112944975634930) 2025-07-21 01:54:36 UTC 10.6K followers, XXX engagements


"TL/DR: 10x - 20x in XXX years. This is just a base case. Time to get your ticket for the M-train"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946313390953038259) 2025-07-18 20:57:27 UTC 10.6K followers, 15.6K engagements


"It's a freakin flywheel on top of a flywheel. By ATMing the shiznat out of the preferreds @saylor is continuously incentivizing new buyers of STRK/F/D by offering them a chance at a higher dividend (as the price of the preferred shares declines the dividend yield increases). This in turn generates more income for @Strategy to buy more BTC"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1944792757391732957) 2025-07-14 16:15:00 UTC 10.6K followers, 31K engagements


"This is the correct setup: One screen to trade one to constantly monitor Bitcoin price (@Swan classical music plays in bg) one to monitor my watchlist and one to play The Big Short on repeat"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947863396310798357) 2025-07-23 03:36:37 UTC 10.6K followers, 3521 engagements


"You need to understand that Yield Max ETFs are structured in such a way to fleece their investors. The main attractive component of the Yield Max ETFs is their high yield in the very first year. Every subsequent year this rate will rapidly decline. This is how almost every Yield Max ETF is constructed"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947434542387560565) 2025-07-21 23:12:31 UTC 10.6K followers, XX engagements


"Options Leverage Ratios If I had $10M to invest in $MSTR I would torque up my options leverage ratio to buy more MSTR to safely sell more XX deltas 30-40 DTE. How would this look Example A: Given: MSTR = $XXX Using $10M to buy shares it would cost $45000 to buy XXX shares of MSTR. This would result in owning 22222 shares and the ability to sell XXX covered call contracts. But safely torque up the options leverage ratio using the same $10M you could effectively control far more shares thereby being able to sell far more covered call contracts resulting in a far higher yield. Example B: Using"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1945115069278236889) 2025-07-15 13:35:45 UTC 10.6K followers, 15.9K engagements


"Ultimately it would inflate the price of Bitcoin and could lead to bitcoin price crashes but only after massive inflation. It's not likely to do as much damage to bitcoin as what it does to Fiat currency. It's more likely to have effects similar to gold. The reserve ratio for banks is TBD but they probably aren't going to go down to XX% like they would with Fiat currency. I imagine they'll stay significantly higher for risk management purposes even without government regulation. The banks that don't would suffer massive losses during a future price crash"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1945082975017705648) 2025-07-15 11:28:13 UTC 10.6K followers, XX engagements


"@WorkforLife3 @benogl @saylor It's not following MSTR at all. MSTY is down XX% yoy while MSTR is up 140%"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947632381172576739) 2025-07-22 12:18:39 UTC 10.6K followers, XX engagements


"This is probably the most valuable X minute video on how money works that you'll ever watch"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1944927077116838008) 2025-07-15 01:08:44 UTC 10.6K followers, 79.7K engagements


"At this present moment MP is not undervalued; it has a XXX mNAV. That said the amount of explosive growth it will soon experience is very underappreciated by most. MP expects to increase their BTC holdings by 12.84x by the end of 2027. If BTC were to stay flat and $MTPLF stayed flat that would result in an mNAV of 0.25x (3.24 / 12.84). This won't happen. Expect that the MP mNAV will track 3x by the end of 2027. Thus: 2027 MTPLF price = future mNAV (3) / (current mnav / BTC growth multiple (12.84) * current share price ($9) 2027 MTPLF price = X / XXXX * $X (if BTC flat) = $XXX If BTC 2x then"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946296031840547004) 2025-07-18 19:48:29 UTC 10.6K followers, 151.4K engagements


"@BuilderMan365 The number is probably off but we don't know how much because they haven't published exactly what they bought. The amount in the image put out on that website was input by a user and is estimated based on the amount of money used to purchase Bitcoin and Bitcoin derivatives"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947382652761243700) 2025-07-21 19:46:19 UTC 10.6K followers, XX engagements


"@Cannabis_Cane Apples to apples consider that mstr had to go up XXX% for msty to get the return it had (180%) over the same time frame since its inception. Mstr is not going to run XXX% every XX months consistently. It would behoove you to think ahead"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947436547336184065) 2025-07-21 23:20:29 UTC 10.6K followers, XX engagements


"If you invest $100k into Metaplanet today you will likely have greater than $X million in less than X years"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1932899968454414780) 2025-06-11 20:37:18 UTC 10.6K followers, 35.9K engagements


"I'm already bored with BTC @ $119k. Wen $125k"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947716211199861226) 2025-07-22 17:51:46 UTC 10.6K followers, 5905 engagements


"The USD is the strongest fiat currency in the world"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946038671259451481) 2025-07-18 02:45:49 UTC 10.6K followers, 3916 engagements


"@thorleifegeli That is how all yield Max ETFs are designed. They do stellar for the most part in the first year and they decline after that. That is the primary issue that I take with this company that runs these ETFs"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947430374906228756) 2025-07-21 22:55:57 UTC 10.6K followers, XXX engagements


"@Adrian_R_Morris @LorenGrad1 people are in for a rude awakening"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947640123304112501) 2025-07-22 12:49:25 UTC 10.6K followers, XXX engagements


"What am I missing @Saylor: "There is no second best" @LawrenceLepard: "The big print is coming" @LynAldenContact: "Nothing is going to stop this train" @PunterJeff: "Bewilderment intensifies" @HermesLux: "MSTR 30-40 DTE XX deltas" @realDonaldTrump: "They don't know what the @#$ they're doing.""  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946178082047668504) 2025-07-18 11:59:47 UTC 10.6K followers, 22.4K engagements


"$STRC is a direct competitor to $MSTY except it will offer close to the same dollar amount every month. Whereas even if MSTY offers XX% per month it will be on an ever declining principle making that XX% smaller and smaller in terms of real dollars over time. @saylor saw the demand the people wanted and constructed a far superior product without the middleman and without the fees. Game over for MSTY. This is the evolution of finance at its best. $MSTR is King"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947401775771746605) 2025-07-21 21:02:18 UTC 10.6K followers, 215.2K engagements


"Lol. Why not STRC How far are we going @Adrian_R_Morris"  
![@HermesLux Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1349508768346812420.png) [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947395541438239094) 2025-07-21 20:37:32 UTC 10.6K followers, 10.5K 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.]

@HermesLux "Bitcoin 118k. Mstr XXX. The market gods have heard me"
@HermesLux Avatar @HermesLux on X 2025-07-11 10:19:46 UTC 10.6K followers, 11.1K engagements

"Trump is backing up his words with his company and his money. It looks like Bitcoin is catching on after all"
@HermesLux Avatar @HermesLux on X 2025-07-21 19:39:47 UTC 10.6K followers, 4134 engagements

"I know a lot of people are having a hard time wrapping their head around how net asset values work. You can think of it in terms of the enterprise value which you can also think of in terms of enterprise value per share including Bitcoin per share. In my formula share count is not required as an independent variable since the mnav already takes into account current and future share dilution. It might be easier to understand if you just make the future mnav=1"
@HermesLux Avatar @HermesLux on X 2025-07-21 10:23:40 UTC 10.6K followers, XX engagements

"oops. TSWCF (-13%) and SQNS (-22%) are puking today"
@HermesLux Avatar @HermesLux on X 2025-07-16 14:41:36 UTC 10.6K followers, 3655 engagements

"@frihetspenger Share dilution was built into my calculation. If you still don't understand how this all works I would recommend some very good index funds"
@HermesLux Avatar @HermesLux on X 2025-07-18 20:27:01 UTC 10.6K followers, 1708 engagements

"Correction to STRC being annual dividend yield of 9-10% paid monthly (typo)"
@HermesLux Avatar @HermesLux on X 2025-07-22 10:38:29 UTC 10.6K followers, 1739 engagements

"@mariobermeo @unusual_whales There's no state income taxes. All other taxes are lower. People are generally happier in FL than the mid Atlantic states and the north"
@HermesLux Avatar @HermesLux on X 2025-07-22 22:06:35 UTC 10.6K followers, XXX engagements

"@GaryCardone Some people might say " there is no second best" but honestly HBAR is the second best. Understanding is key"
@HermesLux Avatar @HermesLux on X 2025-07-19 23:16:46 UTC 10.6K followers, 1173 engagements

"@LiefMagnus What was your compound growth argument I don't call seeing it"
@HermesLux Avatar @HermesLux on X 2025-07-21 21:35:44 UTC 10.6K followers, XXX engagements

"Follow Metaplanet trading around the globe: Tokyo Stock Exchange ("3350"): Open: 8:00 PM ET Lunch Break: 10:30 PM11:30 PM ET Reopen: 11:30 PM ET Close: 2:25 AM ET Frankfurt Stock Exchange ("DN3"): Open: 3:00 AM ET Close: 11:30 AM ET USOTC ("MTPLF"): Open: 9:30 AM ET Close: 4:00 PM ET"
@HermesLux Avatar @HermesLux on X 2025-05-21 23:06:18 UTC 10.6K followers, 8960 engagements

"You have to appreciate just how large the global Fixed Income (FI) market is to understand. BTC can swallow Gold and Real Estate but it still won't provide yield. MSTR through it's preferred equities (STRK/F/D/C) uses BTC-backed equity offerings to provide yield on top of BTC's growth. It's a behemoth that the world has never seen"
@HermesLux Avatar @HermesLux on X 2025-07-22 14:17:54 UTC 10.6K followers, 4249 engagements

"This about building out the MSTR yield curve. This would compare to monthly US treasuries. So the argument would be "why buy US treasuries when you can buy this for a higher rate backed by Bitcoin""
@HermesLux Avatar @HermesLux on X 2025-07-21 21:29:18 UTC 10.6K followers, 7821 engagements

"@unusual_whales I get it. Lots of people in the DC and New York areas are trying to move to Florida and they want to get as much home/land in Florida as possible. I don't blame them"
@HermesLux Avatar @HermesLux on X 2025-07-22 21:48:07 UTC 10.6K followers, 1299 engagements

"@AM13978371 @terpsikhoros These are the total authorized but as you can see in that picture the XXX plan involves using far less. If they do use all XXX billion shares then they will be buying a lot more Bitcoin then they are forecasting"
@HermesLux Avatar @HermesLux on X 2025-07-21 00:11:29 UTC 10.6K followers, XX engagements

"The $MSTY killer. Lol. Totally did not see that coming"
@HermesLux Avatar @HermesLux on X 2025-07-21 20:52:55 UTC 10.6K followers, 41.1K engagements

"@Echo_Nova_5 @saylor Correct on a consistent principle. Not a declining principle"
@HermesLux Avatar @HermesLux on X 2025-07-21 21:09:45 UTC 10.6K followers, 5464 engagements

"Clarifying $MTPLF price predictions Facts: MP owns 16352 BTC Current mNAV = 3.19x BTC $118000 MTPLF $9/share Assumptions: Will own 30000 by end of 2025 (1.834x) Will own 210000 by end of 2027 (12.842x) mNAV won't go less than 1x within next X years mNAV will end 2025 at 3x mNAV will end 2027 at 2x BTC will reach at least $150k by end of 2025 (1.271x) and at least $200k by end of 2027 (1.695x) Using these facts and assumptions* I derive the following formula: MTPLF 2025/2027 year end price = Future mNAV / (current mNAV / BTC growth multiple) * current MTPLF share price * BTC price multiple --"
@HermesLux Avatar @HermesLux on X 2025-07-20 22:58:44 UTC 10.6K followers, 57.2K engagements

"@gozamah @saylor They are still direct competitors regardless of their customer base"
@HermesLux Avatar @HermesLux on X 2025-07-21 22:40:49 UTC 10.6K followers, XXX engagements

""The amount I could make from the capital I have in MSTY running your strategy would be peanuts compared to the income Im getting from Msty" This is the very point I try to help educate people because it is so far from the truth. No matter how much I put up my actual results and countless examples I still get people saying the same stuff. It's almost like what I'm saying is not sinking in for a lot of people. There are a lot of people that I have been able to help and that's why I keep going. For others perhaps msty is the best thing for them"
@HermesLux Avatar @HermesLux on X 2025-07-21 22:28:21 UTC 10.6K followers, 4759 engagements

"@krcp @terpsikhoros Terminal mNAV will always be 1x unless the management does something wrong. Therefore all forward estimates should use 1x in their most bearish calculations. Separating the dilution in shares might be interesting to know but won't change the bottom line estimates"
@HermesLux Avatar @HermesLux on X 2025-07-21 02:47:59 UTC 10.6K followers, XXX engagements

"If you could buy BTC at XX% or XX% off today would you do it Of course you would so don't whine when $MSTR $MTPLF and so many other BTC treasury companies do that by selling their company's shares. It's only dilutive in your ownership % of the company NOT in your value per share. Welcome to intelligent leverage in modern finance"
@HermesLux Avatar @HermesLux on X 2025-07-21 00:08:52 UTC 10.6K followers, 7578 engagements

"@OrwellsRevenge The video says XX% but also says it's just an example that in some cases the reserve ratio is X% meaning banks lend out XXX% in many cases"
@HermesLux Avatar @HermesLux on X 2025-07-18 22:46:48 UTC 10.6K followers, XX engagements

"it's Wednesday people. let's make some money"
@HermesLux Avatar @HermesLux on X 2025-07-16 14:25:23 UTC 10.6K followers, 2517 engagements

"Because it is built into the net asset value. You can also look at the price to book ratio. The net asset value or the book value of each share increases despite share dilution as evermore Bitcoin is purchased thereby increasing the amount of Bitcoin per share over time. This is why the mnav will decrease over time. You don't need to think about dilution of shares because it is built into the NAV calculation"
@HermesLux Avatar @HermesLux on X 2025-07-19 16:04:38 UTC 10.6K followers, XXX engagements

"@Adrian_R_Morris Yes it is going to siphon money away from any fund or other fixed income product offering monthly returns. It is a direct competitor to any fund offering fixed income monthly payouts to include annuities"
@HermesLux Avatar @HermesLux on X 2025-07-21 23:36:39 UTC 10.6K followers, XXX engagements

"Lol no. The principal stays the same with strc. With msty the principal will go down every month and that percentage will be a lower dollar amount forever. This is practically a fixed dollar amount but the interest rate will be variable to maintain a close to the same dollar amount every month. $MSTY is finished"
@HermesLux Avatar @HermesLux on X 2025-07-21 20:58:05 UTC 10.6K followers, XXX engagements

"It looks like $mtplf is going to open around XX% up; about $8.80/share"
@HermesLux Avatar @HermesLux on X 2025-07-23 11:23:43 UTC 10.6K followers, 1847 engagements

"1. You are presenting a "Strawman Fallacy". X. My numbers seem absurd because you are missing what you don't understand (how NAV and debt work). You insist on listing a future share count which we don't really know. Yes $42B / $XXXXX = 684M; that math is correct but that is NOT what the share count will be. You're insistence upon that is what is confusing you resulting in your strawman fallacy (false logic argument). X. In the example ending with $XXXXX that would be the estimated minimum MTPLF share price if they owned 210000 BTC and a current BTC price of $200k equivalent of today's BTC NAV"
@HermesLux Avatar @HermesLux on X 2025-07-21 12:20:50 UTC 10.6K followers, XX engagements

"Metaplanet has just repeated the same cycle that $mstr underwent from the end of November through March ( XX% drawdown). We are now entering the equivalent of April"
@HermesLux Avatar @HermesLux on X 2025-07-22 20:07:56 UTC 10.6K followers, 13.9K engagements

"MSTR earnings There are two aspects to all of this. One is what the analysts talk about all the fundamentals of the company and the business. The other aspect is the reality that becomes the catalyst for the stock price to move one way or another. Understanding the fundamentals is important and interesting but it doesn't tell you what the stock's going to do in the short term. People married to their analysis tend to overestimate. At this point we know they will report very significant earnings per share somewhere in the range of $XX to $XX per share which will very likely lead to a"
@HermesLux Avatar @HermesLux on X 2025-07-17 20:54:35 UTC 10.6K followers, 17K engagements

"IMO @Strategy receiving credit ratings on their preferred stock offerings would do better for $MSTR than either a great earnings report or inclusion into the S&P 500"
@HermesLux Avatar @HermesLux on X 2025-07-22 14:09:28 UTC 10.6K followers, 17.7K engagements

"@EricBitcoinFL I don't think they will grow faster than metaplanet. The UK is also a lot less friendly to bitcoin than either Japan or the US"
@HermesLux Avatar @HermesLux on X 2025-07-23 11:25:11 UTC 10.6K followers, XX engagements

"The MSTR yield curve-- STRC (Stretch) T-Bills: Offers variable 9-10% monthly dividends prioritizing stability for conservative investors like T-Bills focus on safety and short-term liquidity. ➡Money Market Funds ➡Certificates of Deposit (CDs) ➡High-Yield Savings Accounts ➡Monthly investment income equities STRF (Strife) T-Notes: Provides fixed XX% dividends with price stability suiting income-focused investors with moderate risk similar to T-Notes steady returns. ➡Corporate Bonds ➡Dividend-Paying Stocks ➡Fixed Annuities STRK (Strike) T-Bonds: Combines X% dividends with conversion potential"
@HermesLux Avatar @HermesLux on X 2025-07-22 03:27:28 UTC 10.6K followers, 23.1K engagements

"MSTR is up 2.3%; Both my long and short calls are positive on the day. I've successfully rolled short calls several times to the ones you see here. They were up to the XX deltas; now back down to XX deltas. Time decay is your friend. Time remains undefeated as do XX deltas"
@HermesLux Avatar @HermesLux on X 2025-07-21 18:07:51 UTC 10.6K followers, 5183 engagements

"These numbers include DRIP which defeats the purpose of a monthly dividend producing ETF. if you're going to reinvest the divy then you may as well just buy the underlying ticker. As a comparison MSTR is up over XXX% in the same time MSTY generated XXX% DRIP included. Without DRIP its far worse for MSTY"
@HermesLux Avatar @HermesLux on X 2025-07-22 13:01:05 UTC 10.6K followers, XXX engagements

"@vtomecek Any standard brokerage. Robinhood and Webell for some reason cannot trade over-the-counter stocks which really makes no sense given their clientele. But it might be because of who is backing them"
@HermesLux Avatar @HermesLux on X 2025-07-19 17:01:33 UTC 10.6K followers, XXX engagements

"@14g23h34 @saylor "Msty is sitting nearly exactly where it was issued" Just like the USD"
@HermesLux Avatar @HermesLux on X 2025-07-22 10:41:44 UTC 10.6K followers, XX engagements

"Metaplanet will retire a lot of smart people in the next X and 1/2 years. Recurring income generation via XX deltas is still TBD"
@HermesLux Avatar @HermesLux on X 2025-07-18 20:34:34 UTC 10.6K followers, 42.5K engagements

"@kingpriyom @saylor I spend 1-2 hours per month trading. My portfolio beats MSTR's total return and MSTY's total dividend. Honestly I need to start my own fund HF: "Alpha Lux" Let me know if you have any questions"
@HermesLux Avatar @HermesLux on X 2025-07-22 15:00:09 UTC 10.6K followers, XXX engagements

"I want to revise this estimate. Expect mNAV to be 2x by the end of 2027 not 3x. Updated 2027 calculations (base case): Future MTPLF price = X / XXXX * $X = $XX (if BTC flat) = $XXX (if BTC 2x) = $XXX (if BTC 3x) I'm changing the calculation to match a previous estimate I had because I think 3x mnav is realistic by the end of 2025 but 2x by the end of 2027. This is my base case not my bull or bear case"
@HermesLux Avatar @HermesLux on X 2025-07-19 16:25:39 UTC 10.6K followers, 33.2K engagements

"@DiscussingFilm The marvel movies did well despite James Gunn not because of him. I'm not sure DC will do as well. The DC universe is much more serious. If Gunn turns it all into a comedy it's not going to work out well"
@HermesLux Avatar @HermesLux on X 2025-07-20 21:29:45 UTC 10.6K followers, 5141 engagements

"Metaplanet price prediction for 2027 Metaplanet $MTPLF has a target of 210000 BTC acquired by the end of 2027. Put another way Metaplanet intends to 13.5x their BTC holdings from today by the end of 2027. If we math this out we can derive an estimated share price by dividing X (assuming a future 2x mNAV) by the quotient of the current mNAV (4.2x) divided by XXXX. We then take that number and multiply it by the current share price ($10.70). = X / (4.2 / 13.5) * XXXXX = $XXXXX per share by 12/31/2027 This is a math-based estimate a base case; not a bull case or bear case. That said I wish all"
@HermesLux Avatar @HermesLux on X 2025-07-09 16:25:52 UTC 10.6K followers, 50.8K engagements

"@jonnypokerasia @Strategy it wont be drained just siphoned off a bit by BTC as a percentage of the whole"
@HermesLux Avatar @HermesLux on X 2025-07-22 15:17:01 UTC 10.6K followers, XXX engagements

"@CG3real I don't get close to expiration with my long legs. These are supposed to simulate owning shares so I have to roll them every X to X months"
@HermesLux Avatar @HermesLux on X 2025-07-21 21:40:40 UTC 10.6K followers, XXX engagements

"I think this is a great offering product from strategy. My issue with msty is that it is an ETF that is built to go down and is built to underperform the equity that it leverages to fund its dividends. That is a subpar investment. The only reason it done as well as it has is because of how strong MST are is. Now people no longer require a middleman to generate monthly income"
@HermesLux Avatar @HermesLux on X 2025-07-21 21:20:27 UTC 10.6K followers, XXX engagements

"Not needed for this post. First you need to understand how Net Asset Value per share works as share ownership gets diluted whilst its value per share increases. I try to break this down as simply as possible but if you still have a hard time with the math I encourage you to go research whatever you think is missing and do your own independent calculations. Then check your results with what I have here. It's the best way to learn"
@HermesLux Avatar @HermesLux on X 2025-07-21 01:54:36 UTC 10.6K followers, XXX engagements

"TL/DR: 10x - 20x in XXX years. This is just a base case. Time to get your ticket for the M-train"
@HermesLux Avatar @HermesLux on X 2025-07-18 20:57:27 UTC 10.6K followers, 15.6K engagements

"It's a freakin flywheel on top of a flywheel. By ATMing the shiznat out of the preferreds @saylor is continuously incentivizing new buyers of STRK/F/D by offering them a chance at a higher dividend (as the price of the preferred shares declines the dividend yield increases). This in turn generates more income for @Strategy to buy more BTC"
@HermesLux Avatar @HermesLux on X 2025-07-14 16:15:00 UTC 10.6K followers, 31K engagements

"This is the correct setup: One screen to trade one to constantly monitor Bitcoin price (@Swan classical music plays in bg) one to monitor my watchlist and one to play The Big Short on repeat"
@HermesLux Avatar @HermesLux on X 2025-07-23 03:36:37 UTC 10.6K followers, 3521 engagements

"You need to understand that Yield Max ETFs are structured in such a way to fleece their investors. The main attractive component of the Yield Max ETFs is their high yield in the very first year. Every subsequent year this rate will rapidly decline. This is how almost every Yield Max ETF is constructed"
@HermesLux Avatar @HermesLux on X 2025-07-21 23:12:31 UTC 10.6K followers, XX engagements

"Options Leverage Ratios If I had $10M to invest in $MSTR I would torque up my options leverage ratio to buy more MSTR to safely sell more XX deltas 30-40 DTE. How would this look Example A: Given: MSTR = $XXX Using $10M to buy shares it would cost $45000 to buy XXX shares of MSTR. This would result in owning 22222 shares and the ability to sell XXX covered call contracts. But safely torque up the options leverage ratio using the same $10M you could effectively control far more shares thereby being able to sell far more covered call contracts resulting in a far higher yield. Example B: Using"
@HermesLux Avatar @HermesLux on X 2025-07-15 13:35:45 UTC 10.6K followers, 15.9K engagements

"Ultimately it would inflate the price of Bitcoin and could lead to bitcoin price crashes but only after massive inflation. It's not likely to do as much damage to bitcoin as what it does to Fiat currency. It's more likely to have effects similar to gold. The reserve ratio for banks is TBD but they probably aren't going to go down to XX% like they would with Fiat currency. I imagine they'll stay significantly higher for risk management purposes even without government regulation. The banks that don't would suffer massive losses during a future price crash"
@HermesLux Avatar @HermesLux on X 2025-07-15 11:28:13 UTC 10.6K followers, XX engagements

"@WorkforLife3 @benogl @saylor It's not following MSTR at all. MSTY is down XX% yoy while MSTR is up 140%"
@HermesLux Avatar @HermesLux on X 2025-07-22 12:18:39 UTC 10.6K followers, XX engagements

"This is probably the most valuable X minute video on how money works that you'll ever watch"
@HermesLux Avatar @HermesLux on X 2025-07-15 01:08:44 UTC 10.6K followers, 79.7K engagements

"At this present moment MP is not undervalued; it has a XXX mNAV. That said the amount of explosive growth it will soon experience is very underappreciated by most. MP expects to increase their BTC holdings by 12.84x by the end of 2027. If BTC were to stay flat and $MTPLF stayed flat that would result in an mNAV of 0.25x (3.24 / 12.84). This won't happen. Expect that the MP mNAV will track 3x by the end of 2027. Thus: 2027 MTPLF price = future mNAV (3) / (current mnav / BTC growth multiple (12.84) * current share price ($9) 2027 MTPLF price = X / XXXX * $X (if BTC flat) = $XXX If BTC 2x then"
@HermesLux Avatar @HermesLux on X 2025-07-18 19:48:29 UTC 10.6K followers, 151.4K engagements

"@BuilderMan365 The number is probably off but we don't know how much because they haven't published exactly what they bought. The amount in the image put out on that website was input by a user and is estimated based on the amount of money used to purchase Bitcoin and Bitcoin derivatives"
@HermesLux Avatar @HermesLux on X 2025-07-21 19:46:19 UTC 10.6K followers, XX engagements

"@Cannabis_Cane Apples to apples consider that mstr had to go up XXX% for msty to get the return it had (180%) over the same time frame since its inception. Mstr is not going to run XXX% every XX months consistently. It would behoove you to think ahead"
@HermesLux Avatar @HermesLux on X 2025-07-21 23:20:29 UTC 10.6K followers, XX engagements

"If you invest $100k into Metaplanet today you will likely have greater than $X million in less than X years"
@HermesLux Avatar @HermesLux on X 2025-06-11 20:37:18 UTC 10.6K followers, 35.9K engagements

"I'm already bored with BTC @ $119k. Wen $125k"
@HermesLux Avatar @HermesLux on X 2025-07-22 17:51:46 UTC 10.6K followers, 5905 engagements

"The USD is the strongest fiat currency in the world"
@HermesLux Avatar @HermesLux on X 2025-07-18 02:45:49 UTC 10.6K followers, 3916 engagements

"@thorleifegeli That is how all yield Max ETFs are designed. They do stellar for the most part in the first year and they decline after that. That is the primary issue that I take with this company that runs these ETFs"
@HermesLux Avatar @HermesLux on X 2025-07-21 22:55:57 UTC 10.6K followers, XXX engagements

"@Adrian_R_Morris @LorenGrad1 people are in for a rude awakening"
@HermesLux Avatar @HermesLux on X 2025-07-22 12:49:25 UTC 10.6K followers, XXX engagements

"What am I missing @Saylor: "There is no second best" @LawrenceLepard: "The big print is coming" @LynAldenContact: "Nothing is going to stop this train" @PunterJeff: "Bewilderment intensifies" @HermesLux: "MSTR 30-40 DTE XX deltas" @realDonaldTrump: "They don't know what the @#$ they're doing.""
@HermesLux Avatar @HermesLux on X 2025-07-18 11:59:47 UTC 10.6K followers, 22.4K engagements

"$STRC is a direct competitor to $MSTY except it will offer close to the same dollar amount every month. Whereas even if MSTY offers XX% per month it will be on an ever declining principle making that XX% smaller and smaller in terms of real dollars over time. @saylor saw the demand the people wanted and constructed a far superior product without the middleman and without the fees. Game over for MSTY. This is the evolution of finance at its best. $MSTR is King"
@HermesLux Avatar @HermesLux on X 2025-07-21 21:02:18 UTC 10.6K followers, 215.2K engagements

"Lol. Why not STRC How far are we going @Adrian_R_Morris"
@HermesLux Avatar @HermesLux on X 2025-07-21 20:37:32 UTC 10.6K followers, 10.5K engagements

creator/twitter::1349508768346812420/posts
/creator/twitter::1349508768346812420/posts