[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.]

[@chesir3cat](/creator/twitter/chesir3cat)
"People are beginning to loose faith in any YPF recovery given Argentina has no money and judgments aren't being enforced. I imagine $LIT.L going total dumpster fire mode also has people a bit apprehensive about the future. Historically though buying $BUR at or below TBV is a great buy though so we shall see"  
[X Link](https://x.com/chesir3cat/status/1978899247740416399) [@chesir3cat](/creator/x/chesir3cat) 2025-10-16T19:02Z XXX followers, XXX engagements


"@DeepValueBagger Check again. Unless the lending is a very recent development that has not been their historical practice"  
[X Link](https://x.com/chesir3cat/status/1979191837630886076) [@chesir3cat](/creator/x/chesir3cat) 2025-10-17T14:24Z XXX followers, XXX engagements


"@DeepValueBagger They provide proof-of-reserves so they are not lending out their bitcoin. Think about it how would that work"  
[X Link](https://x.com/chesir3cat/status/1979196097026232374) [@chesir3cat](/creator/x/chesir3cat) 2025-10-17T14:41Z XXX followers, XX engagements


"@DeepValueBagger Doesn't the bitcoin income generation depend on running the ATM at a mNAV X They sell cash secured PUTs but raise the cash through share sales. No share sales - no income generation"  
[X Link](https://x.com/chesir3cat/status/1979191461368238485) [@chesir3cat](/creator/x/chesir3cat) 2025-10-17T14:23Z XXX followers, XXX engagements


"@DeepValueBagger Grok is not getting that from Metaplanet it even says so in the summary"  
[X Link](https://x.com/chesir3cat/status/1979194884117377403) [@chesir3cat](/creator/x/chesir3cat) 2025-10-17T14:36Z XXX followers, XX engagements


"@Robcapper @taobanker I went long $BUR again this morning just also aware of the negative sentiment"  
[X Link](https://x.com/chesir3cat/status/1979186586492256333) [@chesir3cat](/creator/x/chesir3cat) 2025-10-17T14:03Z XXX followers, XXX engagements


"None of the Bitcoin Treasury Companies care more about shareholders than the size of their bitcoin stack. That is why they will never do this. The bigger their bitcoin stack (1) the more they can brag and (2) the less relative dilution occurs when they have to sell shares to cover their operating expenses"  
[X Link](https://x.com/chesir3cat/status/1979247919095025927) [@chesir3cat](/creator/x/chesir3cat) 2025-10-17T18:07Z XXX followers, XX engagements