LunarCrush LLM | creator/twitter::1403569349516873729/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.]

[@eragon_160](/creator/twitter/eragon_160)
"$MTPLF 3350 Genuine question - What happens to the mnav premium when btc co treasury supply 10Xs. Does breadth then become too thin/wide or will it just all the more rerate the clear winners Perhaps it takes a bear mkt to do that @vincent13031925 @ActuallyClimber"  
![@eragon_160 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1403569349516873729.png) [@eragon_160](/creator/x/eragon_160) on [X](/post/tweet/1944461861212311996) 2025-07-13 18:20:08 UTC XXX followers, 13.2K engagements


"Yall dont know it yet but $GRAB is a 10x business"  
![@eragon_160 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1403569349516873729.png) [@eragon_160](/creator/x/eragon_160) on [X](/post/tweet/1942456280636969191) 2025-07-08 05:30:41 UTC XXX followers, 3587 engagements


"$SBET is going to be one of my biggest gut feel swing wins of all time. Best feeling ever"  
![@eragon_160 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1403569349516873729.png) [@eragon_160](/creator/x/eragon_160) on [X](/post/tweet/1945020709530444044) 2025-07-15 07:20:48 UTC XXX followers, 1587 engagements


"$MTPLF 3350 down XX% from local highs. Thats it. Whats the big deal We dropped XX% in Mar25 before pumping +570%. The vol is part of the game. You do understand that right. Same shit w $PLTR $HIMS $TSLA. Its literally necessary. You want XXX% gains but cant stand a XX% drop Thats 16x from a trade r/r pov you take that everyday if the setup presents itself. Even a XX% drop is a 10-1. Wake the fk up"  
![@eragon_160 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1403569349516873729.png) [@eragon_160](/creator/x/eragon_160) on [X](/post/tweet/1945383814886514976) 2025-07-16 07:23:39 UTC XXX followers, 12.1K engagements


"Adding to $SOUN trade here Looks really good"  
![@eragon_160 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1403569349516873729.png) [@eragon_160](/creator/x/eragon_160) on [X](/post/tweet/1942225311489548624) 2025-07-07 14:12:53 UTC XXX followers, XXX engagements


"Everyone freaking out over $MTPLF 3350 PA. Fking pussies. Understand what you own first donkeys"  
![@eragon_160 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1403569349516873729.png) [@eragon_160](/creator/x/eragon_160) on [X](/post/tweet/1945052768051585098) 2025-07-15 09:28:11 UTC XXX followers, 5719 engagements


"$MTPLF is literally free money. Haters are either 1) too lazy to take the time to understand or 2) literally braindead. Timeframe X years. Good luck whichever side you are on I couldn't care less"  
![@eragon_160 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1403569349516873729.png) [@eragon_160](/creator/x/eragon_160) on [X](/post/tweet/1943912478184014294) 2025-07-12 05:57:05 UTC XXX followers, 8560 engagements


"3350 $MTPLF Remember its not about price Its about value. FEW"  
![@eragon_160 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1403569349516873729.png) [@eragon_160](/creator/x/eragon_160) on [X](/post/tweet/1942486544000115097) 2025-07-08 07:30:56 UTC XXX followers, 3773 engagements


"@nvsblinfluencer @amitisinvesting There is no too late since youre betting on the teams vol selling operations being sustainable instead of capital appreciation"  
![@eragon_160 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1403569349516873729.png) [@eragon_160](/creator/x/eragon_160) on [X](/post/tweet/1942766983587807308) 2025-07-09 02:05:18 UTC XXX followers, XXX engagements


"My Buying System 🟩 Levels of Activation Per Conviction L1 - Equity / Direct shares L2 - Options / Derivatives L3 - Margin Swing L4 - Loanbook I structure my buys based off this per how much conviction I have in any opportunity and only if market is being obviously irrational. $MTPLF 3350 PA is coming into real value area between 1000-1200. L2 is out of the picture for this ticker so Im going to be starting L3 & L4. Steady. NFA"  
![@eragon_160 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1403569349516873729.png) [@eragon_160](/creator/x/eragon_160) on [X](/post/tweet/1945400074902888665) 2025-07-16 08:28:16 UTC XXX followers, 1330 engagements


"$MTPLF FREE MONEY As of today: $MSTR stack = 597325 BTC $MSTR MNAV 1.84x $MSTR MCap = 119B $MTPLF 3350 stack = 15555 BTC $MTPLF MNAV 3.94x $MTPLF MCap = 7B With current pace of acquisitions and financing plans in place there is almost no way Metaplanet does not hit XX% of Strategy's stack by year end. That's 60000 BTC implied assuming no growth from the former. If they were valued in the same way $MTPLF should warrant XX% of strategy's market cap = 12B. That's +70% from here. But it won't just be valued at the same MNAV as a much bigger and mature co. That's just not how future pricing works."  
![@eragon_160 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1403569349516873729.png) [@eragon_160](/creator/x/eragon_160) on [X](/post/tweet/1943592467540091385) 2025-07-11 08:45:29 UTC XXX followers, 19.5K engagements


"@boogiebits I dont know. I dont pay any capital gains taxes where Im from 🤑"  
![@eragon_160 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1403569349516873729.png) [@eragon_160](/creator/x/eragon_160) on [X](/post/tweet/1944075107728863710) 2025-07-12 16:43:19 UTC XXX followers, XXX engagements


"$MTPLF 3350 Scared money dont make money Strap the fuck in Literally no change to thesis HIGHER 🔥"  
![@eragon_160 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1403569349516873729.png) [@eragon_160](/creator/x/eragon_160) on [X](/post/tweet/1945317631994859754) 2025-07-16 03:00:40 UTC XXX followers, 6596 engagements


"@LukeDavisgrey @vincent13031925 @ActuallyClimber If rotation lasts for too long as treasury wave picks up when then does $MTPLF warrant its fair multiple. If its too long this could be something not currently priced in not from what Ive seen at least. Just curious"  
![@eragon_160 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1403569349516873729.png) [@eragon_160](/creator/x/eragon_160) on [X](/post/tweet/1944465379277029548) 2025-07-13 18:34:07 UTC XXX followers, 1031 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.]

@eragon_160 "$MTPLF 3350 Genuine question - What happens to the mnav premium when btc co treasury supply 10Xs. Does breadth then become too thin/wide or will it just all the more rerate the clear winners Perhaps it takes a bear mkt to do that @vincent13031925 @ActuallyClimber"
@eragon_160 on X 2025-07-13 18:20:08 UTC XXX followers, 13.2K engagements

"Yall dont know it yet but $GRAB is a 10x business"
@eragon_160 on X 2025-07-08 05:30:41 UTC XXX followers, 3587 engagements

"$SBET is going to be one of my biggest gut feel swing wins of all time. Best feeling ever"
@eragon_160 on X 2025-07-15 07:20:48 UTC XXX followers, 1587 engagements

"$MTPLF 3350 down XX% from local highs. Thats it. Whats the big deal We dropped XX% in Mar25 before pumping +570%. The vol is part of the game. You do understand that right. Same shit w $PLTR $HIMS $TSLA. Its literally necessary. You want XXX% gains but cant stand a XX% drop Thats 16x from a trade r/r pov you take that everyday if the setup presents itself. Even a XX% drop is a 10-1. Wake the fk up"
@eragon_160 on X 2025-07-16 07:23:39 UTC XXX followers, 12.1K engagements

"Adding to $SOUN trade here Looks really good"
@eragon_160 on X 2025-07-07 14:12:53 UTC XXX followers, XXX engagements

"Everyone freaking out over $MTPLF 3350 PA. Fking pussies. Understand what you own first donkeys"
@eragon_160 on X 2025-07-15 09:28:11 UTC XXX followers, 5719 engagements

"$MTPLF is literally free money. Haters are either 1) too lazy to take the time to understand or 2) literally braindead. Timeframe X years. Good luck whichever side you are on I couldn't care less"
@eragon_160 on X 2025-07-12 05:57:05 UTC XXX followers, 8560 engagements

"3350 $MTPLF Remember its not about price Its about value. FEW"
@eragon_160 on X 2025-07-08 07:30:56 UTC XXX followers, 3773 engagements

"@nvsblinfluencer @amitisinvesting There is no too late since youre betting on the teams vol selling operations being sustainable instead of capital appreciation"
@eragon_160 on X 2025-07-09 02:05:18 UTC XXX followers, XXX engagements

"My Buying System 🟩 Levels of Activation Per Conviction L1 - Equity / Direct shares L2 - Options / Derivatives L3 - Margin Swing L4 - Loanbook I structure my buys based off this per how much conviction I have in any opportunity and only if market is being obviously irrational. $MTPLF 3350 PA is coming into real value area between 1000-1200. L2 is out of the picture for this ticker so Im going to be starting L3 & L4. Steady. NFA"
@eragon_160 on X 2025-07-16 08:28:16 UTC XXX followers, 1330 engagements

"$MTPLF FREE MONEY As of today: $MSTR stack = 597325 BTC $MSTR MNAV 1.84x $MSTR MCap = 119B $MTPLF 3350 stack = 15555 BTC $MTPLF MNAV 3.94x $MTPLF MCap = 7B With current pace of acquisitions and financing plans in place there is almost no way Metaplanet does not hit XX% of Strategy's stack by year end. That's 60000 BTC implied assuming no growth from the former. If they were valued in the same way $MTPLF should warrant XX% of strategy's market cap = 12B. That's +70% from here. But it won't just be valued at the same MNAV as a much bigger and mature co. That's just not how future pricing works."
@eragon_160 on X 2025-07-11 08:45:29 UTC XXX followers, 19.5K engagements

"@boogiebits I dont know. I dont pay any capital gains taxes where Im from 🤑"
@eragon_160 on X 2025-07-12 16:43:19 UTC XXX followers, XXX engagements

"$MTPLF 3350 Scared money dont make money Strap the fuck in Literally no change to thesis HIGHER 🔥"
@eragon_160 on X 2025-07-16 03:00:40 UTC XXX followers, 6596 engagements

"@LukeDavisgrey @vincent13031925 @ActuallyClimber If rotation lasts for too long as treasury wave picks up when then does $MTPLF warrant its fair multiple. If its too long this could be something not currently priced in not from what Ive seen at least. Just curious"
@eragon_160 on X 2025-07-13 18:34:07 UTC XXX followers, 1031 engagements