[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.] [@CryptoMtnDrew](/creator/twitter/CryptoMtnDrew) "@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](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947406138372415913) 2025-07-21 21:19:39 UTC 2624 followers, X engagements "$STRC $MSTR $STRF $STRK $STRD FYI - If you were also wondering how STRC fits in with the rest of the preferreds"  [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947424022272135327) 2025-07-21 22:30:42 UTC 2625 followers, XXX engagements "i thought the term revenue meta was dumb af when I first saw it too lol i think what they mean by that is "returning profits to tokenholders meta" (vs. reinvesting profits) almost all crypto projects should be reinvesting profits not giving it all out as a dividend. that's crazy. the reason this "revenue meta" emerged is because everyone was tired of being r*ped by mercenary VC and Devs selling endless vapor and having nothing to show for it after all these years without sufficient legal or social protections crypto investors don't feel secure in their investments anymore unless they are"  [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947014454211666308) 2025-07-20 19:23:14 UTC 2625 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](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1946328068731068879) 2025-07-18 21:55:47 UTC 2623 followers, XXX engagements "@tekkaadan idk what kind of poor bastard is still holding $ZRX tokens at this point but RIP to them"  [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1944541417717588282) 2025-07-13 23:36:16 UTC 2623 followers, XXX engagements "@goosexyz_ @Credib1eGuy @blknoiz06 So $PURR doesn't count then"  [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1944839085404647698) 2025-07-14 19:19:05 UTC 2622 followers, XXX engagements "org structure image ethos narrative and signaling matter a lot in the real world no matter how much some crypto investors might wish it didn't i'll keep saying it - general purpose layer X blockchains are not corporations. they are not pure cash flow instruments. they're much more than that"  [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947007913840476474) 2025-07-20 18:57:14 UTC 2625 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](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947424031000694863) 2025-07-21 22:30:45 UTC 2625 followers, XXX engagements "SOL is losing the narrative from ends now that the 2023 - 2024 memecoin mega cycle has come to an end ETH is running away with the institutional adoption defi and stablecoin narrative HYPE is running away with the Decentralized NASDAQ narrative (perhaps "Onchain NASDAQ" is a better name haha)"  [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947007911605010481) 2025-07-20 18:57:14 UTC 2623 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"  [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1945236396211597510) 2025-07-15 21:37:52 UTC 2622 followers, 2275 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](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947424028852990057) 2025-07-21 22:30:44 UTC 2623 followers, XX engagements "@GeoffLewisOrg @OpenAI @bedrock *I try to tell people this on the street -- I get the police called on me *Geoff does it on X -- "So true king. Stay based.""  [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1945934352405184596) 2025-07-17 19:51:17 UTC 2624 followers, 1717 engagements "i was constantly too early to the trade but I always believe the time would come when the Solana community and leadership would regret leaning so hard into memecoins and gamblefi and completely rejecting the L2 thesis altogether"  [@CryptoMtnDrew](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1947007910036246761) 2025-07-20 18:57:14 UTC 2625 followers, XX engagements "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](/creator/x/CryptoMtnDrew) on [X](/post/tweet/1946626578764439957) 2025-07-19 17:41:57 UTC 2622 followers, XXX 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.]
@CryptoMtnDrew
"@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 on X 2025-07-21 21:19:39 UTC 2624 followers, X engagements
"$STRC $MSTR $STRF $STRK $STRD FYI - If you were also wondering how STRC fits in with the rest of the preferreds" @CryptoMtnDrew on X 2025-07-21 22:30:42 UTC 2625 followers, XXX engagements
"i thought the term revenue meta was dumb af when I first saw it too lol i think what they mean by that is "returning profits to tokenholders meta" (vs. reinvesting profits) almost all crypto projects should be reinvesting profits not giving it all out as a dividend. that's crazy. the reason this "revenue meta" emerged is because everyone was tired of being r*ped by mercenary VC and Devs selling endless vapor and having nothing to show for it after all these years without sufficient legal or social protections crypto investors don't feel secure in their investments anymore unless they are" @CryptoMtnDrew on X 2025-07-20 19:23:14 UTC 2625 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 on X 2025-07-18 21:55:47 UTC 2623 followers, XXX engagements
"@tekkaadan idk what kind of poor bastard is still holding $ZRX tokens at this point but RIP to them" @CryptoMtnDrew on X 2025-07-13 23:36:16 UTC 2623 followers, XXX engagements
"@goosexyz_ @Credib1eGuy @blknoiz06 So $PURR doesn't count then" @CryptoMtnDrew on X 2025-07-14 19:19:05 UTC 2622 followers, XXX engagements
"org structure image ethos narrative and signaling matter a lot in the real world no matter how much some crypto investors might wish it didn't i'll keep saying it - general purpose layer X blockchains are not corporations. they are not pure cash flow instruments. they're much more than that" @CryptoMtnDrew on X 2025-07-20 18:57:14 UTC 2625 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 on X 2025-07-21 22:30:45 UTC 2625 followers, XXX engagements
"SOL is losing the narrative from ends now that the 2023 - 2024 memecoin mega cycle has come to an end ETH is running away with the institutional adoption defi and stablecoin narrative HYPE is running away with the Decentralized NASDAQ narrative (perhaps "Onchain NASDAQ" is a better name haha)" @CryptoMtnDrew on X 2025-07-20 18:57:14 UTC 2623 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" @CryptoMtnDrew on X 2025-07-15 21:37:52 UTC 2622 followers, 2275 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 on X 2025-07-21 22:30:44 UTC 2623 followers, XX engagements
"@GeoffLewisOrg @OpenAI @bedrock *I try to tell people this on the street -- I get the police called on me *Geoff does it on X -- "So true king. Stay based."" @CryptoMtnDrew on X 2025-07-17 19:51:17 UTC 2624 followers, 1717 engagements
"i was constantly too early to the trade but I always believe the time would come when the Solana community and leadership would regret leaning so hard into memecoins and gamblefi and completely rejecting the L2 thesis altogether" @CryptoMtnDrew on X 2025-07-20 18:57:14 UTC 2625 followers, XX engagements
"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 on X 2025-07-19 17:41:57 UTC 2622 followers, XXX engagements