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[@CryptoMtnDrew](/creator/twitter/CryptoMtnDrew)
"$PUMP ok after the miserable sentiment of the past few days if this isn't a bottom on PUMP then this token is fucked"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1948090660831334860) 2025-07-23 18:39:41 UTC 2626 followers, XXX engagements


"UPXI still seems attractive to me but BMNR is just moreso. and I still like my other CTC holdings better too. my reasons: - BMNR leadership has that rizz UPXI does not - SOL is in a secular lull ETH has momentum - every single step down in market cap rank is probably a harder and harder sell when it comes to these CTCs. I think SOL is a still a worthy candidate but it might just not be it's time to shine yet. ETH is in control of the tradfi narrative right now"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1948433882874814628) 2025-07-24 17:23:32 UTC 2632 followers, XX engagements


"@quakers07 Haven't researched it much but I saw that this was deal was publicized as far back as April of this year and also I think the merger isn't happening until Q4. I'm assuming there's more to it as well that lead to it still trading cheaply after today's spike pulled back"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947406138372415913) 2025-07-21 21:19:39 UTC 2629 followers, XX engagements


"the crypto hedge funds and VC funds that pigeonhole themselves into only focusing on one chain and evangelize it as being the only chain that matters are so odd to me. as a money manager bias and loyalty should not be parts of the equation. it's a pretty clear red flag imo. you're unnecessarily limiting your opportunity set. or am i wrong and this is something LP's really value"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1948000372267573750) 2025-07-23 12:40:55 UTC 2626 followers, XXX engagements


"$STRC $MSTR $STRF $STRK $STRD FYI - If you were also wondering how STRC fits in with the rest of the preferreds"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947424022272135327) 2025-07-21 22:30:42 UTC 2624 followers, 1188 engagements


"yes i have supported ethereum despite abandoning it in the past"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1946264960222331102) 2025-07-18 17:45:01 UTC 2626 followers, XXX engagements


"@crypto_condom @BlackRock @LidoFinance i know lido has been doing a lot to prepare for serving institutional demand and i want this to be true so badly but i just don't think it's gonna happen"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1946328068731068879) 2025-07-18 21:55:47 UTC 2626 followers, XXX engagements


"Thx for posting Don't you think that someone could invest/work their way into at least the top X% with the more optimistic (perhaps naive) perspective of "AI will be an incredible boost to economic efficiency and productivity crypto will be an incredible boost to financial freedome and wealth preservation and biotech will do wonders to reduce human suffering and human death (and the costs associated with that)." Something that's still hard for me to reckon with is that the growth rate of the world population is going to continue to decline. A world where most people don't have any children"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1948382198949683329) 2025-07-24 13:58:10 UTC 2632 followers, 1428 engagements


"in a bull market this obviously works out fine but once we enter a bear market these mNAVs are going to get punished and probably stay suppressed for a very long period of time as they enter a collective regime of attrition where only a few of the strongest firms will come out on top and the rest will dissolve or be acquired"  
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"@plur_daddy Good point. The curve probably has to steepen considerably first. But my base case is that stablecoin issuers get hyper-regulated and become too big to fail just like the banks have to the point where they are just a partially-independent arm of the government"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1948366260204388783) 2025-07-24 12:54:49 UTC 2630 followers, XX engagements


"The risks to this "Bitcoin Yield Curve" they've created: Although I'm sure it's far from the greatest risk at this time #4 here seems like the only one that is the most inevitable or rather the only one that is in control of the hands of competitors"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947424031000694863) 2025-07-21 22:30:45 UTC 2624 followers, XXX engagements


"@whatthefuck_eth theriskitookwascalculatedbutmanamibadatmath.jpg"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947852769802461426) 2025-07-23 02:54:24 UTC 2626 followers, XX engagements


"@ImperiumPaper @stablecoin_x haha that that tweet def caught my eye too tbf 2020 might have been well before the worst of Celsius' crime occurred"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947852438741926197) 2025-07-23 02:53:05 UTC 2626 followers, XXX engagements


"@ImperiumPaper @stablecoin_x Oh I see. Woopsies"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947855746651054304) 2025-07-23 03:06:14 UTC 2626 followers, XX engagements


"swapped KMNO for MPLX 1) the new genesis product is interesting 2) token creation and trading is solana's MO. ancillary defi not as much. 3) both tokens have the protocol revenue story tailwind 4) Though both are sector leaders Metaplex feels like more of a monopoly operating in a league of its own. now its coming after the prevailing "narrative" (i guess you could say) in the solana ecosystem - the pump story fair token launches (but safer and with more customizability) the genesis launch was obviously front run by people with insider info but idc b/c the price is still good i've owned mplx"  
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"@ImperiumPaper @stablecoin_x Yeah feels a bit odd for a team that has always played above board"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947822483446378977) 2025-07-23 00:54:03 UTC 2626 followers, XXX engagements


"interesting no secondary market for the receipt token so it's just Schrodinger's yield until they pay it back"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1948040497446142311) 2025-07-23 15:20:22 UTC 2625 followers, XXX engagements


"Strategy continues to make it more and more unlikely that any other BTC Treasury Company ever catches up to them as if it weren't already impossible enough"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947424028852990057) 2025-07-21 22:30:44 UTC 2624 followers, XXX engagements


"the simplest solution is to just not think about it while mNAVs are at historically low levels and just wait through the inevitable FUD and volatility that ensues a slightly more actively managed but still easy solution is to hold similar amounts of CTC positions and the corresponding spot coins. this achieves the following balance: - you're riding the wave of their collective buying sprees - you benefit if mNAVs enter an expansion phase - you can sell some coin to buy the dip on the CTCs if mNAVs collapse in fact this is almost certainly what you want to do because if mNAVs collapse then"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1948425184634900981) 2025-07-24 16:48:58 UTC 2629 followers, XX engagements


"How long until the US govt says fuck it and lets stablecoins be backed with longer term treasury notes/bonds The forbidden fruit. Kinda seems inevitable tbh. And when the stablecoins eventually depeg and there's a crisis the Fed will step in the print as much as it takes to restore the peg"  
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"Damn. If we manage to maintain the same pace of progress then I think this is justified but that's a pretty big ask huh Also you can see the relative sentiment discrepancy between COIN and HOOD in their relative valuation discrepancy"  
![@CryptoMtnDrew Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::179656739.png) [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1946626578764439957) 2025-07-19 17:41:57 UTC 2630 followers, XXX engagements