[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.] [@Invst_Informant](/creator/twitter/Invst_Informant) "BitDigital $BTBT Idk if you know that I know that $BTBT has yet to be re-rated to the upside for their HPC/AI biz and that they hold $450M Ethereum $ETH. I also know it's just been consolidating in a range for X years. When the market figures it out at $7-9+ you'll know"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947371055569354926) 2025-07-21 19:00:14 UTC 18.1K followers, 21.4K engagements "I'd look a little deeper and you'll see that this is theologically and historically incorrect The Apostles taught through oral tradition as much as written letters. Paul himself says in X Thessalonians 2:15 So then brethren stand firm and hold to the traditions which you were taught by us either by word of mouth or by letter Both oral and written transmission are authoritative Also scripture was not yet fully written or canonized during the Apostolic age. The New Testament as we know it was not compiled until the late 4th century officially recognized in the Synod of Rome (382 AD) Councils of"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947740865742442731) 2025-07-22 19:29:44 UTC 18.1K followers, XXX engagements "@invest_answers Not in NJ because theyre run by socialists :/"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947442323228660011) 2025-07-21 23:43:26 UTC 18K followers, 1667 engagements "I can give you all the fundamental reasons why Galaxy $GLXY and $IREN are likely 10x investments over the next decade but they'd probably bore you So here's what the long-term technical structure is suggesting for $GLXY. Once it breaks out of this inverse H&S you're going to wish you got on the train"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1942679823719227600) 2025-07-08 20:18:57 UTC 18K followers, 48.6K engagements "I am selling XX% of my $IREN position and buying more $BTBT"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947300959878611031) 2025-07-21 14:21:42 UTC 18.1K followers, 25.8K engagements "Pepsi $PEP will look so obvious in hindsight. Learn to hunt value when no one else is talking about it.will be same result with Nike $NKE and $NVO in $50s"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1945840615310184956) 2025-07-17 13:38:49 UTC 18K followers, 3834 engagements "Well this is interesting now. Always a fan of different perspectives what are your actual concerns with $OSCR if u dont mind me asking To me $OSCR competitive positioning strengthens as legacy Medicaid players are weakened and its infrastructure advantage compounds in a maybe ACA-centric future"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1946248316582523299) 2025-07-18 16:38:52 UTC 18K followers, XXX engagements "Many bitcoin mining investors have been in the Bitcoin space since 2017 and invested in miners last cycle. Theyre OGs Ive been in $BTC since 2020 and found miners only XX months ago but have been investing for a decade Technicals are cool but time and patience are the greatest lesson. If you cant be invested in an asset for more than 2+ years you will never make life changing money Its just a fact. Learn to have a long duration mindset @mikealfred @theBTCMiningGuy"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947295992136499211) 2025-07-21 14:01:58 UTC 18.1K followers, 4098 engagements "@Carsten77863244 The point is to be invested in something you have high conviction in and ride it into the sunsetit can take X X X years no matter to me"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947982241537331207) 2025-07-23 11:28:52 UTC 18K followers, XX engagements "@CurtisT00808613 Ive had $OSCR for a while"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947974088099525074) 2025-07-23 10:56:28 UTC 18.1K followers, XXX engagements "Crypto represents XXX% of US equities at $3.28T and yet only X actual infrastructure cos exist in the public markets valued at $225Bπ Bitcoin $BTC: $2.1T Crypto (non-BTC): $1.18T US Equities: $53T Public crypto cos: $225B - Circle $CRCL - Coinbase $COIN - Robinhood $HOOD - Galaxy Digital $GLXY - Fold Holdings $FOLD The fact this is the whole list despite cryptos $3T+ of value and a 24/7 liquid capital market tells you just how early we are in this space and the growth ahead. The vast majority of crypto infra companies remain private. Yet the rails theyve built (exchanges custody wallets"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1941619495551779219) 2025-07-05 22:05:35 UTC 18K followers, 10.2K engagements "The following companies have been analyzed for members: $BLDE - Blade Air Mobility $ZETA - Zeta Global Holdings $REAX - The Real Brokerage $COIN / $CONL - Coinbase $IREN - Iren $NU - NuBank $SOL - Solana $BTBT - BitDigital $OPFI - OppFi $CYFRF - Sol Strategies Link in bio"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1937684879384129729) 2025-06-25 01:30:50 UTC 18.1K followers, 3650 engagements "Metaplanet continues to be one of the most fascinating Bitcoin $BTC treasury stories as they're creating a new market for a yield-starved country like Japan. $MTPLF follows its own tune / has its own personality. It likes a meeting with the 34w EMA before a reversal which would mean another -25/-30% downside. It's also looking to find support at the XXXXX fib. Remember this stock has done a 100x since last spring so volatility flushes are just par for the course as it goes higher which it will. Just have to understand what you own"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947667277727277301) 2025-07-22 14:37:19 UTC 18.1K followers, 10.2K engagements "Sold $ACHR nice +30% return not a big position anyway (and this still has more upside) Freed up cash to sell puts on $UPXI (Solana $SOL treasury) Reason is that they just announced a 1mill purchase of Solana which u know im bullish on and the IV on these puts is XXX% so incredibly lucrative to be an option seller Worst case if i end up with XXX shares of $UPXI at mid $5s And the math works like this i made $1500 profit on ACHR. In selling these UPXI puts I just collected $1536 in premium. ACHR would have to double from here for my current position to make the same return i just made via"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1945914364793422146) 2025-07-17 18:31:52 UTC 18K followers, 2161 engagements "To get a flavor of the weekly content available on Patreon this is a sample of today's macro post that converges on the following topics: $VIX + volatility S&P XXX $SPY Bitcoin $BTC alts"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947737192031236511) 2025-07-22 19:15:08 UTC 18.1K followers, 3585 engagements "If you own Oscar Health $OSCR please readπ If you're feeling uneasy about your position right now odds are one or more of the following is true: 1) You dont understand what $OSCR does 2) Youre outsourcing conviction chasing someone elses narrative without internalizing your own 3) Your position sizing is way too large and outside of your risk tolerance This kind of behavior is exactly what smart money exploits. Now lets be clear on the technicals $OSCR is very likely forming a descending broadening wedge on the monthly chart a bullish reversal pattern that tends to emerge after long"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947648497697575121) 2025-07-22 13:22:42 UTC 18.1K followers, 20.6K engagements "@Adrian_R_Morris The irony is that I have X clue where all these quantum FUD posts originated.ive talked to and listened to quantum experts ALL of which mention how its not at a place to do anything meaningful now or even within the next decade"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947283604704219440) 2025-07-21 13:12:44 UTC 18K followers, XXX engagements "Hard at work answering to a ton of individual chart requests by members. Subscribe to X via desktop for charts w/no commentary or join link in bio Charts published: $RMBS $ONDO $BBAI $ASPN $QS $ARRY $RIO $BILL $BLDE $ZETA $REAX $BTBT $GRAB #Altcoins"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1939522602210377749) 2025-06-30 03:13:17 UTC 18K followers, 4629 engagements "@cantonmeow Wine and dine me first before i give you permission to do anything else Thats what this $IREN chart tells me"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947372531154928108) 2025-07-21 19:06:06 UTC 18K followers, 1022 engagements "Tesla $TSLA (monthly) This current structure suggests the next leg is likely in early stages assuming macro holds up. Multi-year consolidation has respected all key moving averages and price has consistently reverted to EMAs (21m 55m 100m) over a 10+ year period before resuming trend. Currently all EMAs are in bullish formation momentum is turning and price is lifting off a clean base. $600-900 over the next 2-3 years (minimum)"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947045189693940176) 2025-07-20 21:25:22 UTC 18K followers, 4346 engagements "As much as many may not agree the technical structure for Metaplanet $MTPLF does not reflect the strength of its fundamentals. There could be a decoupling / divergence between Bitcoin $BTC in the short-term which may not make sense to most I'll gladly scoop up more at $5-7"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947847817768104388) 2025-07-23 02:34:43 UTC 18.1K followers, 4253 engagements "Isn't it funny how everyone was so bullish on Metaplanet $MTPLF at $12+ -XX% later all I hear are crickets at $X NOW I'm interested.this is where you should be accumulating"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1945892485323964499) 2025-07-17 17:04:56 UTC 18K followers, 18.7K engagements "@Lucelex Yea these have been just terrible $IREN $GLXY $CLSK $BTBT $SBET $ACHR $SOUN $CONL Its ok if you don't know where to look. I can help you"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1945949005441069389) 2025-07-17 20:49:31 UTC 18K followers, XXX engagements "3/10: My LATEST #Bitcoin Miner Model - Industry's MOST complete view of the key metrics needed to evaluate all public miners to see who's best prepared to survive the halving ππ Key Observations π 1) Top X overall miners - $CLSK $MARA $RIOT $CIFR $IREN 2) Top X institutional ownership % - $CLSK $BTBT $RIOT $MARA $WULF 3) Most BTC mined in Feb - $CORZ $MARA $CLSK $RIOT $WULF 4) Lowest SGA expenses as % of revenue - $CLSK $ARBK $DMGI $MARA 5) Lowest debt to equity - $BTBT $CLSK $LMFA $DMGI $IREN $RIOT 6) Best energy efficiency - $DGHI $MARA $CLSK $HIVE $IREN 7) Highest CURRENT EH/s by 2H2024"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1767033407429644639) 2024-03-11 03:42:48 UTC 18K followers, 48.2K engagements "For those that still struggle to pull the trigger on Bitcoin $BTC because: Price is too high and you dont want a high avg cost whatever that means Buying at $90k $120k or $150k becomes irrelevant once X Bitcoin = X million USD"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1948027201603183004) 2025-07-23 14:27:32 UTC 18.1K followers, 1539 engagements "@mikealfred The journey to $1M is a lot more arduous than the journey from $10M to $100MM"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1944494680500248953) 2025-07-13 20:30:33 UTC 18.1K followers, 5512 engagements "@thebrmola Nice As long as you're aware of decay and the volatility I have $CONL $ETHU $MSTU in my folio too For $SOL I have $CYFRF"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1942596273615360140) 2025-07-08 14:46:57 UTC 18.1K followers, XXX engagements "@mikealfred How much you get those at Seeing $1250/bo around me"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1946635752034410832) 2025-07-19 18:18:24 UTC 18K followers, 2342 engagements "I wish more people knew that doing nothing is also a position in the market. There are little to no deals present in the market imo outside of healthcare right now You should NOT be rushing to buy any asset atm unless you feel you dont have a meaningful position in Bitcoin $BTC bitcoin related proxies / alts and even then short-term caution is warranted"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947329260399538232) 2025-07-21 16:14:09 UTC 18K followers, 4513 engagements "Here's a first I'll share on X. Full composition of my current investment portfolio by largest positions: $IREN $TSLA $CLSK $CONL #altcoins $BTBT $NKE $HOOD $TXRH $PYPL $MSTX $OSCR FYI - This is accessible to view at any time in Patreon and whenever changes are made"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1938625439276155233) 2025-06-27 15:48:17 UTC 18.1K followers, 5900 engagements "Whats really going on with Oscar Health $OSCR π The recent decline should not be misread as a reflection of deteriorating fundamentals. Quite simply $OSCR has received WAY too much attention on social media and the market is doing a sentiment check on who are the REAL investors vs those just followed blindly with X conviction This is a textbook example of what happens when sentiment drives price. Stocks that become the subject of excess attention particularly from less informed market participants tend to experience what I call "sentiment shakeouts".the same thing happened to Bitcoin $BTC"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1943670739648794679) 2025-07-11 13:56:30 UTC 18K followers, 53.7K engagements "Why Bitcoin $BTC and crypto treasuries are a structural expression of institutional crypto demandπ The surge in small-cap equities pivoting to a crypto treasury strategy $SBET $DFDV $UPXI $VVPR is more than just hype. It's a clear declaration that institutional capital want to express their directional conviction in crypto like $ETH $SOL but just can't due to various limitations (e.g. custodial compliance etc) Remember institutinos can't buy spot crypto in same ways retail can. They can't login to $COIN or $HOOD or other CEXs and simply buy $ETH $SOL directly. As a result they're boxed out."  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1945835008695910684) 2025-07-17 13:16:32 UTC 18.1K followers, 6414 engagements "@GGyuan100 $MARA is a poorly managed business and an inferior Bitcoin miner I own a position but am also realistic"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1946240728159436993) 2025-07-18 16:08:43 UTC 18K followers, XXX engagements "During the last 2+ months (even year) when many said crypto was dead and alt szn wasn't coming.I was loudly building a core allocation outside of my Bitcoin $BTC holdings.nobody cared $SOL $FET $AVAX $WIF $JASMY $DOGE $XRP $CRV $RNDR But they will once they start FOMO"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1946976932362326402) 2025-07-20 16:54:08 UTC 18.1K followers, 2886 engagements "Most alts with the exception of $SOL and maybe a few others in that list visited or were near their bear market lows within last few months Yep last fall was a great time to de-risk but Ive been long since 2022-2023 on many of these and havent done anything other than continue to accumulate while the cycle shows that it will likely run into 2026+"  [@Invst_Informant](/creator/x/Invst_Informant) on [X](/post/tweet/1947004348715684129) 2025-07-20 18:43:04 UTC 18K followers, XX 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.]
@Invst_Informant
"BitDigital $BTBT Idk if you know that I know that $BTBT has yet to be re-rated to the upside for their HPC/AI biz and that they hold $450M Ethereum $ETH. I also know it's just been consolidating in a range for X years. When the market figures it out at $7-9+ you'll know" @Invst_Informant on X 2025-07-21 19:00:14 UTC 18.1K followers, 21.4K engagements
"I'd look a little deeper and you'll see that this is theologically and historically incorrect The Apostles taught through oral tradition as much as written letters. Paul himself says in X Thessalonians 2:15 So then brethren stand firm and hold to the traditions which you were taught by us either by word of mouth or by letter Both oral and written transmission are authoritative Also scripture was not yet fully written or canonized during the Apostolic age. The New Testament as we know it was not compiled until the late 4th century officially recognized in the Synod of Rome (382 AD) Councils of" @Invst_Informant on X 2025-07-22 19:29:44 UTC 18.1K followers, XXX engagements
"@invest_answers Not in NJ because theyre run by socialists :/" @Invst_Informant on X 2025-07-21 23:43:26 UTC 18K followers, 1667 engagements
"I can give you all the fundamental reasons why Galaxy $GLXY and $IREN are likely 10x investments over the next decade but they'd probably bore you So here's what the long-term technical structure is suggesting for $GLXY. Once it breaks out of this inverse H&S you're going to wish you got on the train" @Invst_Informant on X 2025-07-08 20:18:57 UTC 18K followers, 48.6K engagements
"I am selling XX% of my $IREN position and buying more $BTBT" @Invst_Informant on X 2025-07-21 14:21:42 UTC 18.1K followers, 25.8K engagements
"Pepsi $PEP will look so obvious in hindsight. Learn to hunt value when no one else is talking about it.will be same result with Nike $NKE and $NVO in $50s" @Invst_Informant on X 2025-07-17 13:38:49 UTC 18K followers, 3834 engagements
"Well this is interesting now. Always a fan of different perspectives what are your actual concerns with $OSCR if u dont mind me asking To me $OSCR competitive positioning strengthens as legacy Medicaid players are weakened and its infrastructure advantage compounds in a maybe ACA-centric future" @Invst_Informant on X 2025-07-18 16:38:52 UTC 18K followers, XXX engagements
"Many bitcoin mining investors have been in the Bitcoin space since 2017 and invested in miners last cycle. Theyre OGs Ive been in $BTC since 2020 and found miners only XX months ago but have been investing for a decade Technicals are cool but time and patience are the greatest lesson. If you cant be invested in an asset for more than 2+ years you will never make life changing money Its just a fact. Learn to have a long duration mindset @mikealfred @theBTCMiningGuy" @Invst_Informant on X 2025-07-21 14:01:58 UTC 18.1K followers, 4098 engagements
"@Carsten77863244 The point is to be invested in something you have high conviction in and ride it into the sunsetit can take X X X years no matter to me" @Invst_Informant on X 2025-07-23 11:28:52 UTC 18K followers, XX engagements
"@CurtisT00808613 Ive had $OSCR for a while" @Invst_Informant on X 2025-07-23 10:56:28 UTC 18.1K followers, XXX engagements
"Crypto represents XXX% of US equities at $3.28T and yet only X actual infrastructure cos exist in the public markets valued at $225Bπ Bitcoin $BTC: $2.1T Crypto (non-BTC): $1.18T US Equities: $53T Public crypto cos: $225B - Circle $CRCL - Coinbase $COIN - Robinhood $HOOD - Galaxy Digital $GLXY - Fold Holdings $FOLD The fact this is the whole list despite cryptos $3T+ of value and a 24/7 liquid capital market tells you just how early we are in this space and the growth ahead. The vast majority of crypto infra companies remain private. Yet the rails theyve built (exchanges custody wallets" @Invst_Informant on X 2025-07-05 22:05:35 UTC 18K followers, 10.2K engagements
"The following companies have been analyzed for members: $BLDE - Blade Air Mobility $ZETA - Zeta Global Holdings $REAX - The Real Brokerage $COIN / $CONL - Coinbase $IREN - Iren $NU - NuBank $SOL - Solana $BTBT - BitDigital $OPFI - OppFi $CYFRF - Sol Strategies Link in bio" @Invst_Informant on X 2025-06-25 01:30:50 UTC 18.1K followers, 3650 engagements
"Metaplanet continues to be one of the most fascinating Bitcoin $BTC treasury stories as they're creating a new market for a yield-starved country like Japan. $MTPLF follows its own tune / has its own personality. It likes a meeting with the 34w EMA before a reversal which would mean another -25/-30% downside. It's also looking to find support at the XXXXX fib. Remember this stock has done a 100x since last spring so volatility flushes are just par for the course as it goes higher which it will. Just have to understand what you own" @Invst_Informant on X 2025-07-22 14:37:19 UTC 18.1K followers, 10.2K engagements
"Sold $ACHR nice +30% return not a big position anyway (and this still has more upside) Freed up cash to sell puts on $UPXI (Solana $SOL treasury) Reason is that they just announced a 1mill purchase of Solana which u know im bullish on and the IV on these puts is XXX% so incredibly lucrative to be an option seller Worst case if i end up with XXX shares of $UPXI at mid $5s And the math works like this i made $1500 profit on ACHR. In selling these UPXI puts I just collected $1536 in premium. ACHR would have to double from here for my current position to make the same return i just made via" @Invst_Informant on X 2025-07-17 18:31:52 UTC 18K followers, 2161 engagements
"To get a flavor of the weekly content available on Patreon this is a sample of today's macro post that converges on the following topics: $VIX + volatility S&P XXX $SPY Bitcoin $BTC alts" @Invst_Informant on X 2025-07-22 19:15:08 UTC 18.1K followers, 3585 engagements
"If you own Oscar Health $OSCR please readπ If you're feeling uneasy about your position right now odds are one or more of the following is true: 1) You dont understand what $OSCR does 2) Youre outsourcing conviction chasing someone elses narrative without internalizing your own 3) Your position sizing is way too large and outside of your risk tolerance This kind of behavior is exactly what smart money exploits. Now lets be clear on the technicals $OSCR is very likely forming a descending broadening wedge on the monthly chart a bullish reversal pattern that tends to emerge after long" @Invst_Informant on X 2025-07-22 13:22:42 UTC 18.1K followers, 20.6K engagements
"@Adrian_R_Morris The irony is that I have X clue where all these quantum FUD posts originated.ive talked to and listened to quantum experts ALL of which mention how its not at a place to do anything meaningful now or even within the next decade" @Invst_Informant on X 2025-07-21 13:12:44 UTC 18K followers, XXX engagements
"Hard at work answering to a ton of individual chart requests by members. Subscribe to X via desktop for charts w/no commentary or join link in bio Charts published: $RMBS $ONDO $BBAI $ASPN $QS $ARRY $RIO $BILL $BLDE $ZETA $REAX $BTBT $GRAB #Altcoins" @Invst_Informant on X 2025-06-30 03:13:17 UTC 18K followers, 4629 engagements
"@cantonmeow Wine and dine me first before i give you permission to do anything else Thats what this $IREN chart tells me" @Invst_Informant on X 2025-07-21 19:06:06 UTC 18K followers, 1022 engagements
"Tesla $TSLA (monthly) This current structure suggests the next leg is likely in early stages assuming macro holds up. Multi-year consolidation has respected all key moving averages and price has consistently reverted to EMAs (21m 55m 100m) over a 10+ year period before resuming trend. Currently all EMAs are in bullish formation momentum is turning and price is lifting off a clean base. $600-900 over the next 2-3 years (minimum)" @Invst_Informant on X 2025-07-20 21:25:22 UTC 18K followers, 4346 engagements
"As much as many may not agree the technical structure for Metaplanet $MTPLF does not reflect the strength of its fundamentals. There could be a decoupling / divergence between Bitcoin $BTC in the short-term which may not make sense to most I'll gladly scoop up more at $5-7" @Invst_Informant on X 2025-07-23 02:34:43 UTC 18.1K followers, 4253 engagements
"Isn't it funny how everyone was so bullish on Metaplanet $MTPLF at $12+ -XX% later all I hear are crickets at $X NOW I'm interested.this is where you should be accumulating" @Invst_Informant on X 2025-07-17 17:04:56 UTC 18K followers, 18.7K engagements
"@Lucelex Yea these have been just terrible $IREN $GLXY $CLSK $BTBT $SBET $ACHR $SOUN $CONL Its ok if you don't know where to look. I can help you" @Invst_Informant on X 2025-07-17 20:49:31 UTC 18K followers, XXX engagements
"3/10: My LATEST #Bitcoin Miner Model - Industry's MOST complete view of the key metrics needed to evaluate all public miners to see who's best prepared to survive the halving ππ Key Observations π 1) Top X overall miners - $CLSK $MARA $RIOT $CIFR $IREN 2) Top X institutional ownership % - $CLSK $BTBT $RIOT $MARA $WULF 3) Most BTC mined in Feb - $CORZ $MARA $CLSK $RIOT $WULF 4) Lowest SGA expenses as % of revenue - $CLSK $ARBK $DMGI $MARA 5) Lowest debt to equity - $BTBT $CLSK $LMFA $DMGI $IREN $RIOT 6) Best energy efficiency - $DGHI $MARA $CLSK $HIVE $IREN 7) Highest CURRENT EH/s by 2H2024" @Invst_Informant on X 2024-03-11 03:42:48 UTC 18K followers, 48.2K engagements
"For those that still struggle to pull the trigger on Bitcoin $BTC because: Price is too high and you dont want a high avg cost whatever that means Buying at $90k $120k or $150k becomes irrelevant once X Bitcoin = X million USD" @Invst_Informant on X 2025-07-23 14:27:32 UTC 18.1K followers, 1539 engagements
"@mikealfred The journey to $1M is a lot more arduous than the journey from $10M to $100MM" @Invst_Informant on X 2025-07-13 20:30:33 UTC 18.1K followers, 5512 engagements
"@thebrmola Nice As long as you're aware of decay and the volatility I have $CONL $ETHU $MSTU in my folio too For $SOL I have $CYFRF" @Invst_Informant on X 2025-07-08 14:46:57 UTC 18.1K followers, XXX engagements
"@mikealfred How much you get those at Seeing $1250/bo around me" @Invst_Informant on X 2025-07-19 18:18:24 UTC 18K followers, 2342 engagements
"I wish more people knew that doing nothing is also a position in the market. There are little to no deals present in the market imo outside of healthcare right now You should NOT be rushing to buy any asset atm unless you feel you dont have a meaningful position in Bitcoin $BTC bitcoin related proxies / alts and even then short-term caution is warranted" @Invst_Informant on X 2025-07-21 16:14:09 UTC 18K followers, 4513 engagements
"Here's a first I'll share on X. Full composition of my current investment portfolio by largest positions: $IREN $TSLA $CLSK $CONL #altcoins $BTBT $NKE $HOOD $TXRH $PYPL $MSTX $OSCR FYI - This is accessible to view at any time in Patreon and whenever changes are made" @Invst_Informant on X 2025-06-27 15:48:17 UTC 18.1K followers, 5900 engagements
"Whats really going on with Oscar Health $OSCR π The recent decline should not be misread as a reflection of deteriorating fundamentals. Quite simply $OSCR has received WAY too much attention on social media and the market is doing a sentiment check on who are the REAL investors vs those just followed blindly with X conviction This is a textbook example of what happens when sentiment drives price. Stocks that become the subject of excess attention particularly from less informed market participants tend to experience what I call "sentiment shakeouts".the same thing happened to Bitcoin $BTC" @Invst_Informant on X 2025-07-11 13:56:30 UTC 18K followers, 53.7K engagements
"Why Bitcoin $BTC and crypto treasuries are a structural expression of institutional crypto demandπ The surge in small-cap equities pivoting to a crypto treasury strategy $SBET $DFDV $UPXI $VVPR is more than just hype. It's a clear declaration that institutional capital want to express their directional conviction in crypto like $ETH $SOL but just can't due to various limitations (e.g. custodial compliance etc) Remember institutinos can't buy spot crypto in same ways retail can. They can't login to $COIN or $HOOD or other CEXs and simply buy $ETH $SOL directly. As a result they're boxed out." @Invst_Informant on X 2025-07-17 13:16:32 UTC 18.1K followers, 6414 engagements
"@GGyuan100 $MARA is a poorly managed business and an inferior Bitcoin miner I own a position but am also realistic" @Invst_Informant on X 2025-07-18 16:08:43 UTC 18K followers, XXX engagements
"During the last 2+ months (even year) when many said crypto was dead and alt szn wasn't coming.I was loudly building a core allocation outside of my Bitcoin $BTC holdings.nobody cared $SOL $FET $AVAX $WIF $JASMY $DOGE $XRP $CRV $RNDR But they will once they start FOMO" @Invst_Informant on X 2025-07-20 16:54:08 UTC 18.1K followers, 2886 engagements
"Most alts with the exception of $SOL and maybe a few others in that list visited or were near their bear market lows within last few months Yep last fall was a great time to de-risk but Ive been long since 2022-2023 on many of these and havent done anything other than continue to accumulate while the cycle shows that it will likely run into 2026+" @Invst_Informant on X 2025-07-20 18:43:04 UTC 18K followers, XX engagements
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