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[@thedefivillain](/creator/twitter/thedefivillain)
"It just looks very unlikely to me that the ETH treasury companies mania can only last X weeks They should clearly still be able to deploy more which will push $ETH price higher"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948391809052193273) 2025-07-24 14:36:21 UTC 54.8K followers, 11.5K engagements


"I would not be shocked if $BTC had a final wick below these local lows but right now is already good enough to add I think we should be trading higher soon. Saylor is going to get $2.5bn of buying power in a few days"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948675924800782497) 2025-07-25 09:25:19 UTC 54.8K followers, 4808 engagements


"It doesn't change the fact that Saylor will get $2.5bn to buy $BTC with but I don't like that the offering is priced at $XX. $STRC does have a target price at $XXX so any rational investor should buy this IPO to get a "free" XX% gain which means the upsizing is not indicative of "true" demand at $XXX $STRC"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948721402451783873) 2025-07-25 12:26:02 UTC 54.8K followers, 4778 engagements


"Is it a fair comparison for volume or is there 'hidden volume' for Pumpfun that is not included here (This comes from the Jupiter dashboard)"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948738990942629976) 2025-07-25 13:35:55 UTC 54.8K followers, 3258 engagements


"@maruushae Bitmine is not half dead and I don't know why they would shill Pudgy Penguins when it's clearly not the focus of their company"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949807693683687473) 2025-07-28 12:22:34 UTC 54.8K followers, XXX engagements


"$MSTR bought 4225 BTC ie $472M last week - $330M from the $MSTR ATM - $71M from the $STRK ATM - $55M from the $STRF ATM - $15M from the $STRD ATM A light pressure on the common stock and an increasing amount coming from the preferred stocks"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1944730039112671551) 2025-07-14 12:05:47 UTC 54.8K followers, 4648 engagements


"I am not long $PENGU but the market loves Schelling points which leads to a few outliers having massive returns. PENGU is a fitting candidate given how vertical the move is. Careful if you are on the short side even if valuation is becoming large and it's already up almost 10x from the bottom"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945417267740598585) 2025-07-16 09:36:35 UTC 54.8K followers, 11K engagements


"@thespacecatjr I can't take you seriously on the treasury topic given your first tweet"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946135242906988653) 2025-07-18 09:09:34 UTC 54.8K followers, XXX engagements


"@hasufl It most likely means : "if we trade at meaningful discount to NAV we are allowed to buy back shares after selling ETH but ideally we don't want to do it""  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1950158421459624330) 2025-07-29 11:36:14 UTC 54.8K followers, XXX engagements


"$ZORA and $PENGU are about to put in a new leg up"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949064702878777718) 2025-07-26 11:10:11 UTC 54.8K followers, 3081 engagements


"Narratives of the week : - $BTC back to $43.5k after a dump below $39k. Overall sentiment is neutral market is calm and slow. - New coins good : $ALT and $MANTA did very well $ONDO prints higher lows too. - $SUI is up +50% this week. It is now a top XX coin in FDV - $TAO leader of decentralized AI narrative is up +67% and will be listed on Bybit perps - $CFX : +33%. Chinese new year + BTC L2 narrative - Most of the winners of the last X months have been performing well this week : $AVAX $SOL $SEI $ICP $INJ $TIA. Fastest horses remain fast when the market bounces - Other noticeable movers :"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1752288479529042039) 2024-01-30 11:11:44 UTC 54.8K followers, 55.8K engagements


"Life being easy when you're long $ETH is truly a new paradigm"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949420298761048170) 2025-07-27 10:43:12 UTC 54.8K followers, 6068 engagements


"Absolutely hilarious that I randomly picked $XX as entry price in my imaginary example and one hour later they announce an $ETH treasury company with $XX entry price for the early investors What kind of simulation is this"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947255475117936927) 2025-07-21 11:20:58 UTC 54.8K followers, 8198 engagements


"Damn $1bn worth of $ETH bought by $BMNR in a week Massive"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948350239045247405) 2025-07-24 11:51:10 UTC 54.8K followers, 21.6K engagements


"This reinforces the alt outperformance too as long as BTC stalls and does not dump too aggressively"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946126182954443183) 2025-07-18 08:33:33 UTC 54.8K followers, 3000 engagements


"Saylor recently said that they would probably get rid of convertible bonds in their capital structure This means that $STRF will sit on top of the capital stack backed by their entire $BTC treasury Send STRF to $200"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945876672487502070) 2025-07-17 16:02:06 UTC 54.8K followers, 2440 engagements


"If you wanted to know how to exit a $650M position in $ETH this is how you do it btw"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947250914697367890) 2025-07-21 11:02:50 UTC 54.8K followers, 133.9K engagements


"@0xAnteater Trading at a premium is structurally sound on a BTC treasury company"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948673881679782399) 2025-07-25 09:17:12 UTC 54.8K followers, XXX engagements


"The reason for me flipping quickly from a bearish to a bullish bias on altcoins is because of reflexivity $BTC going into price discovery means that animal spirits go into altcoins which then dramatically changes the risk-profile of these alts : Once reflexivity kicks in these can 2x-5x in a very short time as pumps attract significant inflows of buyers and early short-sellers end up fueling the final legs If altcoins are going to get a risk-on szn it has to be now and being on the wrong side of the trade carries a horrendous r/r On top of that add the reflexive nature of the $SBET $ETH"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945450425744011621) 2025-07-16 11:48:20 UTC 54.8K followers, 3665 engagements


"Okay give me your best low caps on CEXes that can pull an easy 2x-4x"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1944688466219950451) 2025-07-14 09:20:35 UTC 54.8K followers, 8384 engagements


"MSTR flywheel in full force on $SBET They raised $400M+ in a week which is pretty impressive. Saylor raised "only" $300M+ last week through the MSTR ATM. That's overall bullish for $ETH and alts. Basically SBET will keep buying ETH as long as the SBET/ETH ratio does not dump"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945117598103793977) 2025-07-15 13:45:48 UTC 54.8K followers, 17.6K engagements


"The two assets that are getting tradfi flows are $BTC and $ETH So I am long both of them"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1950093734810431892) 2025-07-29 07:19:12 UTC 54.8K followers, 5815 engagements


"Past X weeks in crypto : - ATH break on $BTC it went immediately from $112k to $123k in X days. Ranging since then as the momentum rotated into ETH+alts. Dumped below $115k today as a result of the 80k BTC whale selling - $ETH on fire thanks to the ETH treasury companies + ETFs buying enormous quantities. $2500 - $3800 in two weeks. ETHBTC to XXXXX. Heavy outperformance of alts vs BTC as a consequence of ETH pumping. Some $ETH beta have been top performers : $ENA $CRV $CVX $FXS - Dino coins strong : $XRP to new $3.6+ highs. $XLM $HBAR $ADA all pumped hard. - Memes : $DOGE $SPX $FLOKI"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948711347513966671) 2025-07-25 11:46:05 UTC 54.8K followers, 9931 engagements


"The Pareto distribution in the returns of coins is a nightmare for shorts Because the top performers often end up outperforming the next cohort by 2x-5x If you find yourself shorting them without invalidation you are in for some pain $PENGU $SPK $ZORA"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948008099685507205) 2025-07-23 13:11:37 UTC 54.8K followers, 19.9K engagements


""Under an agreement with the Ethena Foundation we may direct an initial purchase of locked ENA matching the PIPE proceeds""  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947291971246055757) 2025-07-21 13:45:59 UTC 54.8K followers, 7417 engagements


"A full-stack $BTC treasury company needs X legs : - Equity = monetizing the mNAV premium - Debt = monetizing the difference between BTC's CAGR and the borrowing cost Using both legs in tandem is what rationally justifies the company trading at a premium even over the medium term. An altcoin treasury company is a crippled vehicle that only uses the first leg (equity) and should trend to 1x mNAV over time"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949840097513230540) 2025-07-28 14:31:20 UTC 54.8K followers, 3423 engagements


"@cobie @Tiza4ThePeople The fiduciary responsibility argument can be extended to infinity to justify making profit by doing the most mercenary stuff as long as you make sure that it's legal As I said I am not debating the legality of this PUMP flip"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947641632972505532) 2025-07-22 12:55:25 UTC 54.8K followers, 1816 engagements


".@RiffRaffOz casually standing on both #2 and #3 top spots on the 365d Bybit leaderboard and people barely know him on CT"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949429605972033647) 2025-07-27 11:20:11 UTC 54.8K followers, 24.4K engagements


"Could it be that the massive OI drop on $BONK XX days ago was related to Joe McCann (famous BONK bull) fund getting destroyed over the recent weeks"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949782377523269851) 2025-07-28 10:41:58 UTC 54.8K followers, 11.1K engagements


"Did Pudgy Penguins pay all of these companies using Penguins as PFPs"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949806238700618227) 2025-07-28 12:16:47 UTC 54.8K followers, 10K engagements


"$MSTR is going to post gigantic earnings in two days Maybe a nothingburger but it's potentially a great catalyst"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1950153357336670259) 2025-07-29 11:16:07 UTC 54.8K followers, 3215 engagements


"Tell me you've never looked at the $MSTR balance sheet without telling me"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946129182615876023) 2025-07-18 08:45:29 UTC 54.8K followers, 5358 engagements


"Galaxy Digital has sent 27k $BTC to exchanges over the past XX hours and is still holding 18.5k BTC"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948647378698797410) 2025-07-25 07:31:53 UTC 54.8K followers, 18.5K engagements


"Make sure to be allocated to $BTC (the safest and most straightforward bet) And then the question is : what altcoins are going to shine the most during this szn"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1943619394422149516) 2025-07-11 10:32:28 UTC 54.8K followers, 13.6K engagements


"A few of my asymmetric bets : $JRT $BYTES $MIMO $DEUS $ANGLE $UNIDX $APW $ALU $QI"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1670751004839518209) 2023-06-19 11:10:55 UTC 54.8K followers, 6555 engagements


"The problem with $ETH is that this trade is so momentum-driven that we can't afford to lose the momentum for too long or the whole reflexivity dies And we're already at almost $4k which has basically been overheated territory for four years In the same time with so much energy funneled into ETH I don't think it disappears immediately after just X weeks. And I don't think the treasury companies trade is over which implies more inflows for ETH and alts"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948317661873520932) 2025-07-24 09:41:43 UTC 54.8K followers, 12.3K engagements


"@Evan_ss6 That's why you should have a lot of kids if you consider yourself right-curve"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946622188385145208) 2025-07-19 17:24:30 UTC 54.8K followers, XXX engagements


"I wrote this yesterday when $SPK was trading below $XXX A short squeeze ends with the vertical part of the parabola where the price moves get completely crazy Yesterday $SPK was already up +230% in a few days but it was not worth the risk getting into the short trade at this moment Pulling up another 2x from there could have looked stupid but it's what happened today with the liquidation of several shorts in a one-minute god candle Unfortunately I didn't put resting ask orders around the $2bn FDV level which would have been an instant +12% profit trade. I've entered the short trade now though"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947983459823087715) 2025-07-23 11:33:43 UTC 54.8K followers, 13.7K engagements


"Full recap of the crypto narratives of 2023 month by month : (1/n)"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1772718402622128205) 2024-03-26 20:12:57 UTC 54.8K followers, 81.2K engagements


"A few coins are trading like they're about to announce the launch of a treasury company"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949399506631504169) 2025-07-27 09:20:35 UTC 54.8K followers, 11.9K engagements


"All-weather portfolio - crypto edition $TIA $BERA $GALA $BLAST $APT $ATOM"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945809886220029969) 2025-07-17 11:36:42 UTC 54.8K followers, 6366 engagements


"This is truly a crazy chart designed to make the holders of this asset become completely insane"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947007938016489807) 2025-07-20 18:57:20 UTC 54.8K followers, 227.5K engagements


"Pantera Capital whenever the 56th altcoin treasury company deck hits their inbox 🤤"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949841686508519754) 2025-07-28 14:37:39 UTC 54.8K followers, 3219 engagements


"Yeah and I also find it bearish that people expect Alon to just "put money back into the charts" Do you think he raised $1bn to put it on fire providing exit liquidity Theoretically he could do it mark the bottom and "sell higher" but that's incredibly risky imo Not everyone is as expert in painting their own chart as the Ripple team/MM and you should not expect a team to do that in a way that will benefit you"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949048190906335331) 2025-07-26 10:04:34 UTC 54.8K followers, 6229 engagements


"$SPK $SAHARA $NEWT $SOPH $HOME $RESOLV $HUMA $C $M $LA There are a lot of new tickers"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948003241381237131) 2025-07-23 12:52:19 UTC 54.8K followers, 3004 engagements


"Buybacks are looking very good I think $QTO offers a great asymmetric opportunity given how low the current market cap is"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947671502083498399) 2025-07-22 14:54:06 UTC 54.8K followers, 34.1K engagements


"Recap of the past X weeks in crypto : - $BTC dump to sub $99k on Iran-Israel conflict now already back to $107k. - Altcoins bottomed locally vs BTC on June XX but overall still struggling and lacking narratives. - $SOL ETF with staking could be approved soon $JTO and $MNDE are benefitting from it - $SYRUP has been one of the best cooks of the past X months. Other "mid cap DeFi coins with fundamentals" such as $LQTY $EUL $FLUID are candidates for a pump too - Random top performers among large caps : $SEI $PENGU $MOVE $W $BCH. $ARB is up +20% because of Robinhood L2 too. - $BANANAS31 is"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1939631939947782541) 2025-06-30 10:27:45 UTC 54.8K followers, 17.5K engagements


"@reshposter If the stock market does have a severe bear market yes BTC will go down with the ship"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949096438094242204) 2025-07-26 13:16:17 UTC 54.8K followers, XX engagements


"You must really have zero shame as a fund to buy $100M of $PUMP at the ICO and then sell it all in a week for a +25% gain"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947614163108253726) 2025-07-22 11:06:16 UTC 54.8K followers, 127.9K engagements


"Not a single on-chain runner during this risk-on szn Either the market has changed or we still have a lot of gas in the tank"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946215038215163949) 2025-07-18 14:26:38 UTC 54.8K followers, 19K engagements


"$M is still a $4bn FDV coin for no other reason that extremely low float The most similar coin I can think of might be $ALEO which pumped to almost $10bn after launch and currently trades at $400M FDV. But in the meantime there is always a risk of $M being crimed up so it's not risk-free"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945079911040831750) 2025-07-15 11:16:03 UTC 54.8K followers, 6006 engagements


"Is someone tracking the Ethena wallets that are buying $ENA after the StablecoinX deal (Or sending money to CEXes and getting ENA back)"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949020154974576913) 2025-07-26 08:13:10 UTC 54.8K followers, 8337 engagements


"I don't think winter is coming back on $BTC The structure of the market has changed too much vs previous cycles"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948793510720929932) 2025-07-25 17:12:34 UTC 54.8K followers, 15.7K engagements


"Did someone already track the ETH holdings of @BitMNR on-chain"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949852607096242665) 2025-07-28 15:21:02 UTC 54.8K followers, 3333 engagements


""Treasury company buyers are accepting to buy $X of $BTC for $X they are dumb " No they are buying $X of BTC + 1$ of additional BTC that they think the company will be able to add accretively on their balance sheet It's the same idea as valuing a company on its future cash flows"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949097887721234474) 2025-07-26 13:22:03 UTC 54.8K followers, 6642 engagements


"Strongest looking memes : $SPX $BONK $PENGU"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949022855716331562) 2025-07-26 08:23:54 UTC 54.8K followers, 6286 engagements


"How did $BMNR dump so much shares into the market with the stock price trading flat at $XX for X weeks"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948714664193347925) 2025-07-25 11:59:15 UTC 54.8K followers, 8297 engagements


"Shorting new coins is a double-edged sword Down only when there is zero bid in a risk-off market But they can pump very violently once the market goes risk-on"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947997310878638213) 2025-07-23 12:28:45 UTC 54.8K followers, 5942 engagements


"@reshposter I am talking about BTC not altcoins"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949095557256884530) 2025-07-26 13:12:47 UTC 54.8K followers, XX engagements


"The 4-year cycle does not exist anymore The Bitcoin for Corporations narrative has just begun XRP is topped forever MSTR is going to reach Mag7 size STRK is going to trade above $200"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1939970090629312871) 2025-07-01 08:51:27 UTC 54.8K followers, 5478 engagements


"Trying a $BERA breakout long here because why not"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947933583311528005) 2025-07-23 08:15:31 UTC 54.8K followers, 5585 engagements


"It was the top and a good short I don't have any view on $SPK anymore this trade is done imo"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949031485685580148) 2025-07-26 08:58:12 UTC 54.8K followers, 7999 engagements


"Do you think the Sui Foundation that crimed its coin up to $54bn FDV won't hop on the altcoin treasury trend It just so happens that some people are getting bullish on $SUI here Something something frontrunning the announcement"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949042648922120701) 2025-07-26 09:42:33 UTC 54.8K followers, 24.5K engagements


"My article about Microstrategy is out Feel free to comment below if you have questions happy to answer"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1889624518970265986) 2025-02-12 10:36:07 UTC 54.8K followers, 64.1K engagements


"She's shy so she does not want to give you an entry"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949785607003148356) 2025-07-28 10:54:48 UTC 54.8K followers, 7929 engagements


"CT has extreme PTSD from last cycles' leverage wipeout. Meanwhile bankers will end up buying all their bitcorns"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949028913667076393) 2025-07-26 08:47:58 UTC 54.8K followers, 4709 engagements


"So Joe McCann is going to be the CEO of a $1bn+ $SOL treasury company right after blowing up his liquid fund That's funny"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949166937126125579) 2025-07-26 17:56:26 UTC 54.8K followers, 5601 engagements


"Someone is going to get raped on that coin again High FDV but the supply is heavily controlled imo $IP"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948707826840306111) 2025-07-25 11:32:05 UTC 54.8K followers, 4369 engagements


"As for the catch-up trade maybe $HOME and $RESOLV longs could cook now too"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947984260176212102) 2025-07-23 11:36:54 UTC 54.8K followers, 2801 engagements


"The current state of $ETH in terms of inflows is so much STRONGER than on the X previous times it traded at $3700 over the past XX months that I can't expect it to top here"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949033828120502656) 2025-07-26 09:07:30 UTC 54.8K followers, 25.5K engagements


"@basedkarbon If you think the long-term outlook of the alt is zero then you are just waiting for a greater fool If you think the long-term outlook is up only (BTC ETH ) then the company can lever up without taking much risk and it justifies a premium"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949869352859107576) 2025-07-28 16:27:35 UTC 54.8K followers, XXX engagements


"The liquidation of shorts is pushing $SAHARA up"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948012415008010724) 2025-07-23 13:28:46 UTC 54.8K followers, 2974 engagements


"Pumpfun never had any moat and they just lost what made all of their value ie a large memecoin market share What's left $2bn and rich zoomer founders I think it's not the worst spot to be long $PUMP but a HYPE-like future seems pretty unlikely on that project"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949442779198918903) 2025-07-27 12:12:32 UTC 54.8K followers, 6447 engagements


"Bitmine just bought $2bn worth of $ETH in like X weeks it's *a bit* strange to have a Pudgy pfp when it's not even an Ethereum-focused project anymore ($PENGU trades on Solana)"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949808390437241207) 2025-07-28 12:25:20 UTC 54.8K followers, 3308 engagements


""If I had to choose between preserving my fund's reputation and pocketing $25M I'd pick the money too 😂" Dont worry bro youll never be in that position 😭"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947626793139073399) 2025-07-22 11:56:27 UTC 54.8K followers, 14.1K engagements


"This is how the alt treasury company scheme works : Company ABC trades on Nasdaq at $10M mcap with a share price of $XX The company "raises" $100M from investors/VCs at its current $XX mkt price These investors hold almost all of the company as a consequence The company acquires $100M of an altcoin to become a treasury company (most scammy scenario is when the investors are the ones "selling" their locked tokens to the company) mNAV is close to 1x when this deal is done privately The deal is announced publicly Retail can start aping into the shares of this company The share price quickly goes"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1947230359126487250) 2025-07-21 09:41:10 UTC 54.8K followers, 96.5K engagements


"This does not mean : "We plan to buyback $1bn worth of shares" It most likely means : "We now theoretically have the RIGHT to buy back up to $1bn worth of shares. But this is something we will do only if we trade at a large discount to NAV. Which is not our goal ideally""  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1950158851132502240) 2025-07-29 11:37:56 UTC 54.8K followers, 3401 engagements


"We've seen companies announce $TAO and $FET treasuries WEEKS ago when ETH was XX% lower These announcements are not useful top signals at all Stupid stuff going on with actual crypto prices is a much better signal to be cautious"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946117288219885718) 2025-07-18 07:58:13 UTC 54.8K followers, 4226 engagements


"Down to 13.5k BTC in Galaxy wallets I have added to my $BTC long"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1948675118651281480) 2025-07-25 09:22:07 UTC 54.8K followers, 8314 engagements


"ETH memes I like : $PEPE - $7.8bn mcap $MOG - $870M $SPX - $830M $HPOS - $185M $DOG - $50M $LMEOW - $33M $JOE - $30M $KEKEC - $10M"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1873308021503439249) 2024-12-29 10:00:11 UTC 54.8K followers, 31.2K engagements


"@ReaperL05 That's not an unpopular opinion at all"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1949096314119053390) 2025-07-26 13:15:48 UTC 54.8K followers, XX engagements


"$XRP pumping is probably more a consequence of the $ETH inflows flows (which always spill over into altcoins) than about idiosyncratic XRP strength like in November That being said my expectation that it was perma-topped will probably be invalidated very soon 👀 Congrats XRP Army"  
![@thedefivillain Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1522870521414787072.png) [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945776802053365766) 2025-07-17 09:25:15 UTC 54.8K followers, 3483 engagements