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[@TheLongTermLens](/creator/twitter/TheLongTermLens)
"$cep $xxi Next week/ Early October is my best guess. It would fit the S4 reiteration cycle"  
[X Link](https://x.com/TheLongTermLens/status/1971005297536979137) [@TheLongTermLens](/creator/x/TheLongTermLens) 2025-09-25T00:14Z XXX followers, XXX engagements


"$mtplf at X mnav looks attractive but passing for now Ive invested too much time and energy into $xxi $cep to start branching my btc plays"  
[X Link](https://x.com/TheLongTermLens/status/1978212722622730549) [@TheLongTermLens](/creator/x/TheLongTermLens) 2025-10-14T21:34Z XXX followers, XXX engagements


"- $cep / $xxi confidential s4 AM Monday. - @jackmallers says theyre adding adding even more btc before the despac - it become apparent that the business is juicy and not just the same saylor strat - $cep starts pumping blasting through all time highs - I call my wife tell her to quit her job - I walk into my job and tell my boss to watch how he speaks to me after he says hello and then I wake up from the dream"  
[X Link](https://x.com/TheLongTermLens/status/1966634060996112550) [@TheLongTermLens](/creator/x/TheLongTermLens) 2025-09-12T22:44Z XXX followers, 1217 engagements


"$Cep $XXI I've been thinking about how much they can earn from their business. They'll likely need to raise capital. - If they grow their BTC stack by 5-10% annually from the business its solid but it wont match the accumulation rate of pure dilution-style BTC companies. - Their goal is 100k BTC in 12-18 monthsabout $5-6 billion in net profit at current prices. Achieving that through business alone in a year seems unlikely. If they did with a P/E ratio of XX their market cap would be at least $75-100 billion. - Mallers mentioned Coinbase. I doubt hell create a shitcoin trading platformtoo"  
[X Link](https://x.com/TheLongTermLens/status/1973525828123136479) [@TheLongTermLens](/creator/x/TheLongTermLens) 2025-10-01T23:09Z XXX followers, XXX engagements


"Currently only in $cep $xxi as my btc play. Wanting to diversify but everything looks shocking right now was thinking $Mara but ceo selling at these prices"  
[X Link](https://x.com/TheLongTermLens/status/1980592356920553656) [@TheLongTermLens](/creator/x/TheLongTermLens) 2025-10-21T11:09Z XXX followers, XXX engagements