[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.] [@hiyoko_peep](/creator/twitter/hiyoko_peep) "๐ MicroStrategy Form 8-K (Filed on July X 2025) Summary prepared โบ๐ฑ Table of Contents X ATM and BTC Update X Q2 2025 Financial Highlights X Details of Capital Market Activities X Capital Structure and Debt Status X Details of Preferred Shares (STRK STRF STRD) X Changes in BTC Accounting Treatment X BTC Market Price Trends X Update on Risk Factors ATM and BTC Update (June XX July X 2025) ๐น ATM Program Update During the period (June XX July 6) there were no new ATM issuances for MSTR STRK or STRF. Remaining ATM issuance capacity: MSTR: $XXXXX billion STRK: $XXXXX billion STRF: $XXXX billion"  [@hiyoko_peep](/creator/x/hiyoko_peep) on [X](/post/tweet/1942205316524855415) 2025-07-07 12:53:26 UTC 6781 followers, 1566 engagements "Metaplanets BTC Growth Story Graph๐ ๐ What is this Graph This graph shows how much Bitcoin Metaplanet has accumulated (horizontal axis) and the Bitcoin value per share (vertical axis) plotted on a log-log scale capturing the trajectory of its growth โจ --- ๐ด What does the red line mean The red line represents the growth pattern so far and acts as a projection line. In mathematical terms: y = a * xb This is known as a power-law relationship. ๐ข From this formula: If BTC holdings increase XX times the BTC value per share grows by about X times. --- What is R = XXXX This number shows how well"  [@hiyoko_peep](/creator/x/hiyoko_peep) on [X](/post/tweet/1949069903169819010) 2025-07-26 11:30:51 UTC 6807 followers, 3305 engagements "๐ How to Calculate mNAV (Multiples of Net Asset Value) mNAV is defined by the following formula: mNAV = (Stock Price Shares Outstanding) (BTC Price BTC Holdings) = Market Cap BTC NAV This is the standard form of mNAV expressed in fiat currency (like yen or USD). --- ๐ก What if you want to express it in BTC terms If you want to calculate BTC-denominated mNAV simply divide both the numerator and denominator (i.e. Market Cap and BTC NAV) by the BTC price. This eliminates fiat currency fluctuations and lets you evaluate everything from a Bitcoin-native perspective. Its especially useful for"  [@hiyoko_peep](/creator/x/hiyoko_peep) on [X](/post/tweet/1937660099981721791) 2025-06-24 23:52:22 UTC 6698 followers, 2193 engagements "Based on past trends the estimated deepest bottom for Metaplanet right now is around mNAV 2x. However this time the Powerlaw indicator clearly shows that Bitcoin has already entered a strong bull market. Given this favorable Bitcoin environment please be aware ๐ฅ its uncertain whether Metaplanet will actually fall all the way down to 2x in this cycle"  [@hiyoko_peep](/creator/x/hiyoko_peep) on [X](/post/tweet/1946174980590620745) 2025-07-18 11:47:28 UTC 6779 followers, 9553 engagements "The LPPL framework (โจ the magical formula for discovering the rhythm of bubbles ๐ฎ) is almost complete Right now Im running some light debugging on the final and most advanced feature Bayesian inference ๐ธ. Everything else has passed testing โจ so Ill try running it on BTC. Im heading out for a while so I hope the analysis will progress in the meantime and give me results by tonight ๐๐ญ I wrote this with a soft and fluffy vibe ๐ฟโบโจ This is really just a hobby project though haha. --- The framework is built around the ultimate combo: Ensemble Mode 3-Level Hierarchical Checks โจ By fully"  [@hiyoko_peep](/creator/x/hiyoko_peep) on [X](/post/tweet/1948703868755316748) 2025-07-25 11:16:22 UTC 6803 followers, 1906 engagements "๐ "Worried that rising Bitcoin prices mean it's too late to buy" ๐ Heres a little piece of good news that might make you smileโบ --- ๐ฟ A gentle look at mNAV and capital-raising strategies ๐ฟ When the market turns bullish and Bitcoin prices rise mNAV (Market Net Asset Value multiple) generally follows along and climbs higher too ๐โจ --- ๐ What happens when mNAV is high When mNAV is elevated BTCTCs can issue common stock through an ATM (At-the-Market) offering. Even if Bitcoin is already expensive they can still raise funds at even higher prices ๐ฐ Using that capital to purchase Bitcoin"  [@hiyoko_peep](/creator/x/hiyoko_peep) on [X](/post/tweet/1943112463215661301) 2025-07-10 00:58:07 UTC 6698 followers, 1642 engagements "Yes For MTPLF MSTR and BTC Ive built a Python program that performs 10000 iterations to derive the LPPL parameters. Ive learned a lot from you and Giovanni and with continuous support from GPT-4o and Gemini XXX Prowhich is particularly strong in number theory and codingIve finally completed the system. โจ For the dataset Im using only the past X months and the past X year. Interestingly Im finding that tc often appears very close to actual anomalies or critical points in the market. โจ Im always learning so much from youthank you as always โจ"  [@hiyoko_peep](/creator/x/hiyoko_peep) on [X](/post/tweet/1945447203709014527) 2025-07-16 11:35:32 UTC 6697 followers, 1066 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.]
@hiyoko_peep
"๐ MicroStrategy Form 8-K (Filed on July X 2025) Summary prepared โบ๐ฑ Table of Contents X ATM and BTC Update X Q2 2025 Financial Highlights X Details of Capital Market Activities X Capital Structure and Debt Status X Details of Preferred Shares (STRK STRF STRD) X Changes in BTC Accounting Treatment X BTC Market Price Trends X Update on Risk Factors ATM and BTC Update (June XX July X 2025) ๐น ATM Program Update During the period (June XX July 6) there were no new ATM issuances for MSTR STRK or STRF. Remaining ATM issuance capacity: MSTR: $XXXXX billion STRK: $XXXXX billion STRF: $XXXX billion" @hiyoko_peep on X 2025-07-07 12:53:26 UTC 6781 followers, 1566 engagements
"Metaplanets BTC Growth Story Graph๐ ๐ What is this Graph This graph shows how much Bitcoin Metaplanet has accumulated (horizontal axis) and the Bitcoin value per share (vertical axis) plotted on a log-log scale capturing the trajectory of its growth โจ --- ๐ด What does the red line mean The red line represents the growth pattern so far and acts as a projection line. In mathematical terms: y = a * xb This is known as a power-law relationship. ๐ข From this formula: If BTC holdings increase XX times the BTC value per share grows by about X times. --- What is R = XXXX This number shows how well" @hiyoko_peep on X 2025-07-26 11:30:51 UTC 6807 followers, 3305 engagements
"๐ How to Calculate mNAV (Multiples of Net Asset Value) mNAV is defined by the following formula: mNAV = (Stock Price Shares Outstanding) (BTC Price BTC Holdings) = Market Cap BTC NAV This is the standard form of mNAV expressed in fiat currency (like yen or USD). --- ๐ก What if you want to express it in BTC terms If you want to calculate BTC-denominated mNAV simply divide both the numerator and denominator (i.e. Market Cap and BTC NAV) by the BTC price. This eliminates fiat currency fluctuations and lets you evaluate everything from a Bitcoin-native perspective. Its especially useful for" @hiyoko_peep on X 2025-06-24 23:52:22 UTC 6698 followers, 2193 engagements
"Based on past trends the estimated deepest bottom for Metaplanet right now is around mNAV 2x. However this time the Powerlaw indicator clearly shows that Bitcoin has already entered a strong bull market. Given this favorable Bitcoin environment please be aware ๐ฅ its uncertain whether Metaplanet will actually fall all the way down to 2x in this cycle" @hiyoko_peep on X 2025-07-18 11:47:28 UTC 6779 followers, 9553 engagements
"The LPPL framework (โจ the magical formula for discovering the rhythm of bubbles ๐ฎ) is almost complete Right now Im running some light debugging on the final and most advanced feature Bayesian inference ๐ธ. Everything else has passed testing โจ so Ill try running it on BTC. Im heading out for a while so I hope the analysis will progress in the meantime and give me results by tonight ๐๐ญ I wrote this with a soft and fluffy vibe ๐ฟโบโจ This is really just a hobby project though haha. --- The framework is built around the ultimate combo: Ensemble Mode 3-Level Hierarchical Checks โจ By fully" @hiyoko_peep on X 2025-07-25 11:16:22 UTC 6803 followers, 1906 engagements
"๐ "Worried that rising Bitcoin prices mean it's too late to buy" ๐ Heres a little piece of good news that might make you smileโบ --- ๐ฟ A gentle look at mNAV and capital-raising strategies ๐ฟ When the market turns bullish and Bitcoin prices rise mNAV (Market Net Asset Value multiple) generally follows along and climbs higher too ๐โจ --- ๐ What happens when mNAV is high When mNAV is elevated BTCTCs can issue common stock through an ATM (At-the-Market) offering. Even if Bitcoin is already expensive they can still raise funds at even higher prices ๐ฐ Using that capital to purchase Bitcoin" @hiyoko_peep on X 2025-07-10 00:58:07 UTC 6698 followers, 1642 engagements
"Yes For MTPLF MSTR and BTC Ive built a Python program that performs 10000 iterations to derive the LPPL parameters. Ive learned a lot from you and Giovanni and with continuous support from GPT-4o and Gemini XXX Prowhich is particularly strong in number theory and codingIve finally completed the system. โจ For the dataset Im using only the past X months and the past X year. Interestingly Im finding that tc often appears very close to actual anomalies or critical points in the market. โจ Im always learning so much from youthank you as always โจ" @hiyoko_peep on X 2025-07-16 11:35:32 UTC 6697 followers, 1066 engagements
/creator/twitter::1591165355753623552/posts