[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.] [@adam3us](/creator/twitter/adam3us) "@andzol what you're missing is that utility doesn't make things investable. lots of things are useful and simultaneously useless as investments. the alts are a casino and rigged one with insider rug-pulls. they will all go to zero over time and new ones rotate through the game"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1946974676384645183) 2025-07-20 16:45:10 UTC 682.4K followers, 2715 engagements "@Gagamehl1411 BTFD a bit more a few minutes ago. And this evening more also"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947070335053889726) 2025-07-20 23:05:17 UTC 682.2K followers, XXX engagements ""Trump told me he owns a significant amount of bitcoin. not going to disclose the number. he had a significant position even at that time and price has gone up a lot since. it's about alignment what's good for bitcoin is good for all of us" -@DavidFBailey @saylor's $100k NYE"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1879226952231567596) 2025-01-14 17:59:54 UTC 682K followers, 286.6K engagements "@btc_overflow I am also deep in $MSTR 3350 it's just those aren't as transparent. and in some BTCTC treasury pipes"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947303150269939866) 2025-07-21 14:30:24 UTC 682.2K followers, 14K engagements "@BitcoinMagazine color me suspicious. why so clumsy - no OTC no TWAP probably hedged to at least recover the price drop they caused. and presumably timed around Novo appearance marketing alts on CNBC. (i won't like as alts are scammy)"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948869569939968369) 2025-07-25 22:14:48 UTC 682.4K followers, 41.8K engagements "@MrHarryCole @ThisIsBasedNate They got the Malta flag swapped for Thailand"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1942202178241810549) 2025-07-07 12:40:58 UTC 682.4K followers, 3121 engagements "@_Checkmatey_ @davmk1 No it's an arbitrage the fundamental is BTC adoption. Once BTC is fully adopted it will decay probably to a low multiple a little above 1x based on operating revenue etc"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948881408682000756) 2025-07-25 23:01:50 UTC 682.4K followers, 3093 engagements "@AssetsTracker ticker $BSTR reserved for use upon regulatory approval and combination with $CEPO SPAC"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1945834888931709315) 2025-07-17 13:16:04 UTC 682.4K followers, 18.7K engagements "@mc_khristina buying more tomorrow morning too didn't all fill today. and if it falls i'm gonna buy another tranche. mispriced level"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947768326505038076) 2025-07-22 21:18:51 UTC 682.4K followers, 53.2K engagements "that's the quote👍 glad someone knows their trading memes. Greg Riba (former trader from "floored" documentary about chicago trading pits)"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948752611978408277) 2025-07-25 14:30:03 UTC 682.4K followers, 28.3K engagements "@JSeyff Novo sold - and not using TWAP apparently😁 personally I woke up this morning saw BTC down smashed buy. Thanks for the cheap sats @novogratz 👍"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948744701361664110) 2025-07-25 13:58:37 UTC 682.4K followers, 25.9K engagements "@NakaSompo @xImHoveR @XOSKELETO @Themooseisloos5 @YStan__ @Avivz78 "hard to reconcile especially knowing Kaspa solves this today on L1 without breaking trust or decentralization" easy to reconcile. eg i noticed something similar with DAGs in 2013 figured it's too complex and doens't really add much better scale at higher layers"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947476998839841093) 2025-07-22 02:01:13 UTC 682.3K followers, 1504 engagements "@BitcoinPierre so how do we think this ends if you apply "intelligent leverage" to something that is falling vs bitcoin don't you just fall faster"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948323393838674144) 2025-07-24 10:04:29 UTC 682.4K followers, 15.4K engagements "@nonamedlish @pete_rizzo_ ego death VC fund to finance bitcoin startups"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1942775422447673732) 2025-07-09 02:38:50 UTC 682.2K followers, XXX engagements "If I get tagged by any more coin promoters who are desperate and active lately I'm going to block them all. Gamble if you want free world but don't flood me with the promotion it's NOT about technology. You can talk about tech without spamming me with your gambling ticker"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1946548588055613478) 2025-07-19 12:32:03 UTC 682.4K followers, 31.3K engagements "@Kybervaul @AskPerplexity @mc_khristina like this buy when mNAV is near X sell when it's near X that's what the active traders are doing. the btc growth investors are just holding and metaplanet is increasing btc/share super-fast anyway"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947773110456811793) 2025-07-22 21:37:52 UTC 682.4K followers, 8766 engagements "@smooth_btc @pete_rizzo_ not enough. need moar"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948831603238588512) 2025-07-25 19:43:56 UTC 682.4K followers, XXX engagements "@MalikasFriend @JaredDHardin "the internet's a fad it will never take off" etc. the nocoiners about bitcoin"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947798622185115984) 2025-07-22 23:19:14 UTC 682.4K followers, 2025 engagements "@ten31funds you wanna do btc per 1000 shares from the point they started on bitcoin standard linear scale"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948457511994221003) 2025-07-24 18:57:26 UTC 682.4K followers, 9486 engagements "the irony. The Telegraph or earlier The Times"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1946723359934263726) 2025-07-20 00:06:32 UTC 682.4K followers, 52K engagements "@gerovich not bad. but i'm thinking 3000 based on mNAV months to cover norms etc"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1939725773985722752) 2025-06-30 16:40:37 UTC 682.2K followers, 9880 engagements "@mc_khristina @TheMatrixDr $MSTR are trying to ramp upthe preferred raises direct and via preferred ATMs recent raises have been predominantly regular share ATM sourced still work to do to grow preferred volume and sales"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948228952708772158) 2025-07-24 03:49:13 UTC 682.4K followers, XXX engagements "peak wholecoiners is near. stack fast time running out"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1933001559442420149) 2025-06-12 03:20:59 UTC 682K followers, 366.9K engagements "@Kaspionkas @Themooseisloos5 @YStan__ @NakaSompo I thought of that also in 2013. More complexity than it's worth. Reality IMO"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1946605847812911460) 2025-07-19 16:19:34 UTC 682.2K followers, 4583 engagements "@elonmusk politics does not work. just buy #bitcoin"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1930702488228733271) 2025-06-05 19:05:18 UTC 682.4K followers, 513.3K engagements "@NakaSompo There are 30k alts millions of memes and lots of founders and promoters"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1946542303088161008) 2025-07-19 12:07:04 UTC 682.2K followers, 25K engagements "@gannipower @r8raq @dotkrueger he said in XX years. probably we'll get $10mil/btc before cryprographically relevant quantum computers. so. and in the mean time we make them irrelevant with quantum readiness"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947772565000188370) 2025-07-22 21:35:42 UTC 682.2K followers, 2203 engagements "@mc_khristina sames: i have more shares of 3350 / DN3.F than ever before. it's curious how bad the market is at understanding mNAV driven trading. well ours to profit"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947766759622049841) 2025-07-22 21:12:37 UTC 682.4K followers, 44.3K engagements "@XOSKELETO @Themooseisloos5 @YStan__ @NakaSompo Sure it can. Argument by analogy fallacy. Just import the utxo set"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1946606035004735731) 2025-07-19 16:20:19 UTC 682.2K followers, 7075 engagements "@real_vijay just gamblers hoping to catch a lottery ticketand timing their exit with some luck before insiders rug everyone. very bad odds but there you are"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947714971841790323) 2025-07-22 17:46:50 UTC 682.2K followers, 9341 engagements "@engr_meeee so utilize with bitcoin. you don't need to own casino tokens to make use of utility"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947014788602560941) 2025-07-20 19:24:34 UTC 682.4K followers, XXX engagements "@JaredDHardin @LynAldenContact unfortunately it's inherent that shares and assets that undergo rapid adoption have high volatility. eg look at early amazon share history. it's to do with investor waves of optimism and confusion. such assets are hard to trade which is where the bitcoin HODL rubric comes from"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947466486374928497) 2025-07-22 01:19:27 UTC 682.2K followers, XXX engagements "@w_s_bitcoin this graph show graphically why the bitcoin money is trading 3350 on mNAV suggests otherwise IMO"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1946516396986212407) 2025-07-19 10:24:08 UTC 682.1K followers, 7071 engagements "@_Checkmatey_ @HickupHodl typically advantages for local stocks eg for french taxpayers PEA tax structure only works for french listed stocks. i think there is something similar in UK with AIM stocks. (it's been a while). plus there can be cultural affinity for local investments management teams"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948319663441543658) 2025-07-24 09:49:40 UTC 682.4K followers, 4091 engagements "@_The_Prophet__ @AdamBLiv it's fundamentals too. Chanos is standing in the path of the arb of the century a $200T arb between the fiat current and hyperbitcoinized future. that's what $MSTR is arbing increasingly effectively"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1934445798101758188) 2025-06-16 02:59:53 UTC 682.1K followers, 1275 engagements "@TomasGreif @paoloardoino no because they're like $4-5bil over-collateralised"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948457745595961675) 2025-07-24 18:58:21 UTC 682.4K followers, 2672 engagements "@3DdGmr @nonamedlish @dotkrueger XXX% by feb 10th (that's high . XX% annualized). but they can probably do more think they had some hold period. and $17bil of convertible firepower about to be unleashed. ($2bil probably announced tomorrow). and $3bil left on the $21bil+$21bil plan"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1893913665226580031) 2025-02-24 06:39:39 UTC 682.1K followers, 1541 engagements "@_Checkmatey_ watch $MTPLF. let's see about that. we've seen this yoyo before"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947796316941337048) 2025-07-22 23:10:04 UTC 682.4K followers, 44.1K engagements "FIPS 205: SLH-DSA. best PQ secure signature candidate for the moment IMO. signature size a bit big but if we want to stop premature quantum FUD make a new address format with a Schnorr taproot and a SLH-DSA tapleaf. QED. future work: signature aggregate SLH_DSA using STARKs"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1929780733289361462) 2025-06-03 06:02:35 UTC 682.4K followers, 193.8K engagements "@todayimcraziest nonsense. you can use smart contracts on bitcoin layer2s and have been able to for years. and that even overlooks that EVM is basically unsecurable mis-designed smart-contract base"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947477648755794377) 2025-07-22 02:03:48 UTC 682.1K followers, 10.6K engagements "@GayewskiZac @mc_khristina you can buy CMSTR and CMTPL from @side_swap wallet. which is seed compatible with @blockstream wallet both are @liquid_btc wallets"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947773755331121261) 2025-07-22 21:40:25 UTC 682.4K followers, 3075 engagements "@BitMEXResearch i think it's more logically correlated with supply cut / coins on exchange. and that may not even be decreasing which is presumably why halvings continue to have a market cycle effect empirically"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948833654417117683) 2025-07-25 19:52:05 UTC 682.4K followers, 2215 engagements "And that includes any alt promoters marketing their ticker as "Bitcoin L2*"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1946549259571990666) 2025-07-19 12:34:43 UTC 682.4K followers, 27.4K engagements "@BitcoinMagazine @jack @jack needs more bitcoin. $XYZ:NYSE $1bil btc vs $XXXX bil market cap"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1946518492565414157) 2025-07-19 10:32:27 UTC 682.1K followers, 14.6K engagements "@JaredDHardin sharpe ratio depends on date range used. even if you are more concerned about not losing money a X% btc exposure does wonders for your long term return. just let it ride. (no re-balancing)"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947792562418278431) 2025-07-22 22:55:09 UTC 682.2K followers, 16.7K engagements "@JaredDHardin your investments going up is generally why people invest right. persistent outlier sharpe ratio performance for XX years. don't you think it's plausible that you're missing something or do you want to find out in a decade you sat by and watched a new monetary base pass you by"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947769154112483556) 2025-07-22 21:22:08 UTC 682.4K followers, 61.5K engagements "@bstrco running Bitcoin Standard Treasury"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1945845761440088166) 2025-07-17 13:59:16 UTC 682.3K followers, 1178 engagements "19/Jul/2025 #bitcoin on brink of bailout for Chancellor"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1946722705123766719) 2025-07-20 00:03:55 UTC 682.4K followers, 596K engagements "@JBerkeleyClarke @real_vijay people gamble in casinos too. that doesn't mean gambling is an investment strategy. and the alt casino is rigged unregulated has insiders who can rug-pull you"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947716894271623557) 2025-07-22 17:54:29 UTC 682.2K followers, XXX engagements "@woonomic @dotkrueger based on flat-line prior hodl ratios - presumably in practice it depends on how sticky new investors are and if weak hands that get shaken out along the way if they are replaced by stronger hands on average now. ETF buyers and treasuryCo's generally hodl. so maybe less than $7T"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947766346042732894) 2025-07-22 21:10:59 UTC 682.2K followers, 8493 engagements "@Sanne9584440036 @Novanoodle5165 XXX week moving average goes up only as you can see on the graph. And typically* over the entire history of BTC Bitcoin never closed a month below 200wma even in a bear market. *Except for briefly slightly below during COVID"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947069673389895797) 2025-07-20 23:02:39 UTC 682.4K followers, XXX engagements "@_Checkmatey_ well check-matey has become less matey more salty did so lately hence "check-salty lately matey"🤣 anyway don't worry about it - point is I personally like the fundamentals on the treasury trade. though you do need a thesis on the firm. i trade those i know/trust management"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948721949560967388) 2025-07-25 12:28:12 UTC 682.4K followers, 6291 engagements "@gladstein i mean if they're gonna print it anyway and set light to it with government profligacy might as well have some cool infrastructure"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947795869345947760) 2025-07-22 23:08:18 UTC 682.2K followers, 4357 engagements "@PeterMcCormack they should have a look at norway for what that does. (mass exodus of entrepreneurs that drive employment and economic growth). also UK is already suffering mass emigration of millionaires so he wants to accelerate that 🤦♂"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948801043909017970) 2025-07-25 17:42:30 UTC 682.4K followers, 8566 engagements "Bitcoin is the only coin that will be relevant in the arc of history"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1946545385159180632) 2025-07-19 12:19:19 UTC 682.4K followers, 401.4K engagements "@Bthemoon2030 @80IQmindset @Kybervaul @AskPerplexity @mc_khristina I think they are mostly using diluted right. $MSTR and the others"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948124307097571524) 2025-07-23 20:53:23 UTC 682.2K followers, XXX engagements "thee are more alts and meme coins than bitcoins. empirical proof they are not scarce bitcoin is the only scarcity"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947472213046923338) 2025-07-22 01:42:12 UTC 682.4K followers, 127.3K engagements "@BTC_broo @ten31funds It's much better this is log scale and hides the BTC denominated upside since they started with BTC standard"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948463533643231632) 2025-07-24 19:21:21 UTC 682.4K followers, XXX engagements "@BitcoinPierre the bitcoin treasury company underlying phenomena is that bitcoin has been going up over time. eg the XXX wma "up-only" metric. for alts XXXX% of the fade to obscurity/illiquidity. and evne the bigger ones are down bad in btc terms from years prior ATHs"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948323057145127247) 2025-07-24 10:03:09 UTC 682.4K followers, 21.4K engagements "Nice graph useful visualization of why I bought in Feb at XXX $XXXX (5x mNAV) just left of the start and at XXX again at 3.3x mNAV in May sold a bit at 7x mNAV 1850 $XXXXX in June and bought back 2x what I sold at 4x mNAV in July. The mNAV is more important than price"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1944185897123000637) 2025-07-13 00:03:33 UTC 682.4K followers, 93.1K engagements "@bradmillscan @saylor or alternatively it could be a transition period for a parabolic break out 🟩🟩🟩🟩 where the S-cuver gets steeper invalidating "diminishing return" theory and breaking power-law and then s2f models to the upside. that's my what-if anyway"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1934340776667828714) 2025-06-15 20:02:34 UTC 682.4K followers, 287.4K engagements "@Kybervaul @AskPerplexity @mc_khristina don't look at the Yen Eur Usd price that's not really relevant - look at the mNAV"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947773270805385421) 2025-07-22 21:38:30 UTC 682.4K followers, 4574 engagements "@TheBTCTherapist there is no second best. only runner up is treasury companies"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1946519091121996150) 2025-07-19 10:34:50 UTC 682.4K followers, 101.1K engagements "@_Checkmatey_ @davmk1 It's a $200T+ arbitrage so it's very scalable. Would absorb Berkshire Hathaway apple Microsoft cash balances for breakfast. Except they are still not getting BTC as a treasury asset"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948884060228780039) 2025-07-25 23:12:23 UTC 682.4K followers, 6033 engagements "@PeterMcCormack don't listen to @garyeconomics generally. says a lot of stupid stuff"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1946933991208075676) 2025-07-20 14:03:30 UTC 682.2K followers, 17.5K engagements "@_vclar the bitcoin they contain are. and you can look at bitcoin per share metrics"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1947477199185187051) 2025-07-22 02:02:01 UTC 682.2K followers, 2957 engagements "@dallairedemers @gannipower @r8raq @dotkrueger It's not a question of VC money but of no sufficiently scalable tech and fundamental research barriers in half a dozen vectors for now. we'll probably see $1m/BTC in the next XX months (before the next halving) and it can easily take longer to add quantum readiness"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948231717384286468) 2025-07-24 04:00:12 UTC 682.1K followers, XXX engagements "@dallairedemers @gannipower @r8raq @dotkrueger Again it's not about money "no sufficiently scalable tech and fundamental research barriers in half a dozen vectors". Show some integrity you know this"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948257917871837320) 2025-07-24 05:44:19 UTC 682.1K followers, XXX engagements "@_Checkmatey_ @davmk1 If $MSTR borrows at XX% and BTC goes up faster say XX% they increase BTC share from that arbitrage. The coupon becomes X% if BTC goes up 10x over time. I believe this is the assumption. Ofc if you think BTC won't go up over time you shouldn't buy treasury companies"  [@adam3us](/creator/x/adam3us) on [X](/post/tweet/1948882376530297170) 2025-07-25 23:05:41 UTC 682.4K followers, 1378 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.]
@adam3us
"@andzol what you're missing is that utility doesn't make things investable. lots of things are useful and simultaneously useless as investments. the alts are a casino and rigged one with insider rug-pulls. they will all go to zero over time and new ones rotate through the game"
@adam3us on X 2025-07-20 16:45:10 UTC 682.4K followers, 2715 engagements
"@Gagamehl1411 BTFD a bit more a few minutes ago. And this evening more also" @adam3us on X 2025-07-20 23:05:17 UTC 682.2K followers, XXX engagements
""Trump told me he owns a significant amount of bitcoin. not going to disclose the number. he had a significant position even at that time and price has gone up a lot since. it's about alignment what's good for bitcoin is good for all of us" -@DavidFBailey @saylor's $100k NYE" @adam3us on X 2025-01-14 17:59:54 UTC 682K followers, 286.6K engagements
"@btc_overflow I am also deep in $MSTR 3350 it's just those aren't as transparent. and in some BTCTC treasury pipes" @adam3us on X 2025-07-21 14:30:24 UTC 682.2K followers, 14K engagements
"@BitcoinMagazine color me suspicious. why so clumsy - no OTC no TWAP probably hedged to at least recover the price drop they caused. and presumably timed around Novo appearance marketing alts on CNBC. (i won't like as alts are scammy)" @adam3us on X 2025-07-25 22:14:48 UTC 682.4K followers, 41.8K engagements
"@MrHarryCole @ThisIsBasedNate They got the Malta flag swapped for Thailand" @adam3us on X 2025-07-07 12:40:58 UTC 682.4K followers, 3121 engagements
"@Checkmatey @davmk1 No it's an arbitrage the fundamental is BTC adoption. Once BTC is fully adopted it will decay probably to a low multiple a little above 1x based on operating revenue etc" @adam3us on X 2025-07-25 23:01:50 UTC 682.4K followers, 3093 engagements
"@AssetsTracker ticker $BSTR reserved for use upon regulatory approval and combination with $CEPO SPAC" @adam3us on X 2025-07-17 13:16:04 UTC 682.4K followers, 18.7K engagements
"@mc_khristina buying more tomorrow morning too didn't all fill today. and if it falls i'm gonna buy another tranche. mispriced level" @adam3us on X 2025-07-22 21:18:51 UTC 682.4K followers, 53.2K engagements
"that's the quote👍 glad someone knows their trading memes. Greg Riba (former trader from "floored" documentary about chicago trading pits)" @adam3us on X 2025-07-25 14:30:03 UTC 682.4K followers, 28.3K engagements
"@JSeyff Novo sold - and not using TWAP apparently😁 personally I woke up this morning saw BTC down smashed buy. Thanks for the cheap sats @novogratz 👍" @adam3us on X 2025-07-25 13:58:37 UTC 682.4K followers, 25.9K engagements
"@NakaSompo @xImHoveR @XOSKELETO @Themooseisloos5 @YStan__ @Avivz78 "hard to reconcile especially knowing Kaspa solves this today on L1 without breaking trust or decentralization" easy to reconcile. eg i noticed something similar with DAGs in 2013 figured it's too complex and doens't really add much better scale at higher layers" @adam3us on X 2025-07-22 02:01:13 UTC 682.3K followers, 1504 engagements
"@BitcoinPierre so how do we think this ends if you apply "intelligent leverage" to something that is falling vs bitcoin don't you just fall faster" @adam3us on X 2025-07-24 10:04:29 UTC 682.4K followers, 15.4K engagements
"@nonamedlish @pete_rizzo_ ego death VC fund to finance bitcoin startups" @adam3us on X 2025-07-09 02:38:50 UTC 682.2K followers, XXX engagements
"If I get tagged by any more coin promoters who are desperate and active lately I'm going to block them all. Gamble if you want free world but don't flood me with the promotion it's NOT about technology. You can talk about tech without spamming me with your gambling ticker" @adam3us on X 2025-07-19 12:32:03 UTC 682.4K followers, 31.3K engagements
"@Kybervaul @AskPerplexity @mc_khristina like this buy when mNAV is near X sell when it's near X that's what the active traders are doing. the btc growth investors are just holding and metaplanet is increasing btc/share super-fast anyway" @adam3us on X 2025-07-22 21:37:52 UTC 682.4K followers, 8766 engagements
"@smooth_btc @pete_rizzo_ not enough. need moar" @adam3us on X 2025-07-25 19:43:56 UTC 682.4K followers, XXX engagements
"@MalikasFriend @JaredDHardin "the internet's a fad it will never take off" etc. the nocoiners about bitcoin" @adam3us on X 2025-07-22 23:19:14 UTC 682.4K followers, 2025 engagements
"@ten31funds you wanna do btc per 1000 shares from the point they started on bitcoin standard linear scale" @adam3us on X 2025-07-24 18:57:26 UTC 682.4K followers, 9486 engagements
"the irony. The Telegraph or earlier The Times" @adam3us on X 2025-07-20 00:06:32 UTC 682.4K followers, 52K engagements
"@gerovich not bad. but i'm thinking 3000 based on mNAV months to cover norms etc" @adam3us on X 2025-06-30 16:40:37 UTC 682.2K followers, 9880 engagements
"@mc_khristina @TheMatrixDr $MSTR are trying to ramp upthe preferred raises direct and via preferred ATMs recent raises have been predominantly regular share ATM sourced still work to do to grow preferred volume and sales" @adam3us on X 2025-07-24 03:49:13 UTC 682.4K followers, XXX engagements
"peak wholecoiners is near. stack fast time running out" @adam3us on X 2025-06-12 03:20:59 UTC 682K followers, 366.9K engagements
"@Kaspionkas @Themooseisloos5 @YStan__ @NakaSompo I thought of that also in 2013. More complexity than it's worth. Reality IMO" @adam3us on X 2025-07-19 16:19:34 UTC 682.2K followers, 4583 engagements
"@elonmusk politics does not work. just buy #bitcoin" @adam3us on X 2025-06-05 19:05:18 UTC 682.4K followers, 513.3K engagements
"@NakaSompo There are 30k alts millions of memes and lots of founders and promoters" @adam3us on X 2025-07-19 12:07:04 UTC 682.2K followers, 25K engagements
"@gannipower @r8raq @dotkrueger he said in XX years. probably we'll get $10mil/btc before cryprographically relevant quantum computers. so. and in the mean time we make them irrelevant with quantum readiness" @adam3us on X 2025-07-22 21:35:42 UTC 682.2K followers, 2203 engagements
"@mc_khristina sames: i have more shares of 3350 / DN3.F than ever before. it's curious how bad the market is at understanding mNAV driven trading. well ours to profit" @adam3us on X 2025-07-22 21:12:37 UTC 682.4K followers, 44.3K engagements
"@XOSKELETO @Themooseisloos5 @YStan__ @NakaSompo Sure it can. Argument by analogy fallacy. Just import the utxo set" @adam3us on X 2025-07-19 16:20:19 UTC 682.2K followers, 7075 engagements
"@real_vijay just gamblers hoping to catch a lottery ticketand timing their exit with some luck before insiders rug everyone. very bad odds but there you are" @adam3us on X 2025-07-22 17:46:50 UTC 682.2K followers, 9341 engagements
"@engr_meeee so utilize with bitcoin. you don't need to own casino tokens to make use of utility" @adam3us on X 2025-07-20 19:24:34 UTC 682.4K followers, XXX engagements
"@JaredDHardin @LynAldenContact unfortunately it's inherent that shares and assets that undergo rapid adoption have high volatility. eg look at early amazon share history. it's to do with investor waves of optimism and confusion. such assets are hard to trade which is where the bitcoin HODL rubric comes from" @adam3us on X 2025-07-22 01:19:27 UTC 682.2K followers, XXX engagements
"@w_s_bitcoin this graph show graphically why the bitcoin money is trading 3350 on mNAV suggests otherwise IMO" @adam3us on X 2025-07-19 10:24:08 UTC 682.1K followers, 7071 engagements
"@Checkmatey @HickupHodl typically advantages for local stocks eg for french taxpayers PEA tax structure only works for french listed stocks. i think there is something similar in UK with AIM stocks. (it's been a while). plus there can be cultural affinity for local investments management teams" @adam3us on X 2025-07-24 09:49:40 UTC 682.4K followers, 4091 engagements
"@The_Prophet_ @AdamBLiv it's fundamentals too. Chanos is standing in the path of the arb of the century a $200T arb between the fiat current and hyperbitcoinized future. that's what $MSTR is arbing increasingly effectively" @adam3us on X 2025-06-16 02:59:53 UTC 682.1K followers, 1275 engagements
"@TomasGreif @paoloardoino no because they're like $4-5bil over-collateralised" @adam3us on X 2025-07-24 18:58:21 UTC 682.4K followers, 2672 engagements
"@3DdGmr @nonamedlish @dotkrueger XXX% by feb 10th (that's high . XX% annualized). but they can probably do more think they had some hold period. and $17bil of convertible firepower about to be unleashed. ($2bil probably announced tomorrow). and $3bil left on the $21bil+$21bil plan" @adam3us on X 2025-02-24 06:39:39 UTC 682.1K followers, 1541 engagements
"@Checkmatey watch $MTPLF. let's see about that. we've seen this yoyo before" @adam3us on X 2025-07-22 23:10:04 UTC 682.4K followers, 44.1K engagements
"FIPS 205: SLH-DSA. best PQ secure signature candidate for the moment IMO. signature size a bit big but if we want to stop premature quantum FUD make a new address format with a Schnorr taproot and a SLH-DSA tapleaf. QED. future work: signature aggregate SLH_DSA using STARKs" @adam3us on X 2025-06-03 06:02:35 UTC 682.4K followers, 193.8K engagements
"@todayimcraziest nonsense. you can use smart contracts on bitcoin layer2s and have been able to for years. and that even overlooks that EVM is basically unsecurable mis-designed smart-contract base" @adam3us on X 2025-07-22 02:03:48 UTC 682.1K followers, 10.6K engagements
"@GayewskiZac @mc_khristina you can buy CMSTR and CMTPL from @side_swap wallet. which is seed compatible with @blockstream wallet both are @liquid_btc wallets" @adam3us on X 2025-07-22 21:40:25 UTC 682.4K followers, 3075 engagements
"@BitMEXResearch i think it's more logically correlated with supply cut / coins on exchange. and that may not even be decreasing which is presumably why halvings continue to have a market cycle effect empirically" @adam3us on X 2025-07-25 19:52:05 UTC 682.4K followers, 2215 engagements
"And that includes any alt promoters marketing their ticker as "Bitcoin L2*" @adam3us on X 2025-07-19 12:34:43 UTC 682.4K followers, 27.4K engagements
"@BitcoinMagazine @jack @jack needs more bitcoin. $XYZ:NYSE $1bil btc vs $XXXX bil market cap" @adam3us on X 2025-07-19 10:32:27 UTC 682.1K followers, 14.6K engagements
"@JaredDHardin sharpe ratio depends on date range used. even if you are more concerned about not losing money a X% btc exposure does wonders for your long term return. just let it ride. (no re-balancing)" @adam3us on X 2025-07-22 22:55:09 UTC 682.2K followers, 16.7K engagements
"@JaredDHardin your investments going up is generally why people invest right. persistent outlier sharpe ratio performance for XX years. don't you think it's plausible that you're missing something or do you want to find out in a decade you sat by and watched a new monetary base pass you by" @adam3us on X 2025-07-22 21:22:08 UTC 682.4K followers, 61.5K engagements
"@bstrco running Bitcoin Standard Treasury" @adam3us on X 2025-07-17 13:59:16 UTC 682.3K followers, 1178 engagements
"19/Jul/2025 #bitcoin on brink of bailout for Chancellor" @adam3us on X 2025-07-20 00:03:55 UTC 682.4K followers, 596K engagements
"@JBerkeleyClarke @real_vijay people gamble in casinos too. that doesn't mean gambling is an investment strategy. and the alt casino is rigged unregulated has insiders who can rug-pull you" @adam3us on X 2025-07-22 17:54:29 UTC 682.2K followers, XXX engagements
"@woonomic @dotkrueger based on flat-line prior hodl ratios - presumably in practice it depends on how sticky new investors are and if weak hands that get shaken out along the way if they are replaced by stronger hands on average now. ETF buyers and treasuryCo's generally hodl. so maybe less than $7T" @adam3us on X 2025-07-22 21:10:59 UTC 682.2K followers, 8493 engagements
"@Sanne9584440036 @Novanoodle5165 XXX week moving average goes up only as you can see on the graph. And typically* over the entire history of BTC Bitcoin never closed a month below 200wma even in a bear market. *Except for briefly slightly below during COVID" @adam3us on X 2025-07-20 23:02:39 UTC 682.4K followers, XXX engagements
"@Checkmatey well check-matey has become less matey more salty did so lately hence "check-salty lately matey"🤣 anyway don't worry about it - point is I personally like the fundamentals on the treasury trade. though you do need a thesis on the firm. i trade those i know/trust management" @adam3us on X 2025-07-25 12:28:12 UTC 682.4K followers, 6291 engagements
"@gladstein i mean if they're gonna print it anyway and set light to it with government profligacy might as well have some cool infrastructure" @adam3us on X 2025-07-22 23:08:18 UTC 682.2K followers, 4357 engagements
"@PeterMcCormack they should have a look at norway for what that does. (mass exodus of entrepreneurs that drive employment and economic growth). also UK is already suffering mass emigration of millionaires so he wants to accelerate that 🤦♂" @adam3us on X 2025-07-25 17:42:30 UTC 682.4K followers, 8566 engagements
"Bitcoin is the only coin that will be relevant in the arc of history" @adam3us on X 2025-07-19 12:19:19 UTC 682.4K followers, 401.4K engagements
"@Bthemoon2030 @80IQmindset @Kybervaul @AskPerplexity @mc_khristina I think they are mostly using diluted right. $MSTR and the others" @adam3us on X 2025-07-23 20:53:23 UTC 682.2K followers, XXX engagements
"thee are more alts and meme coins than bitcoins. empirical proof they are not scarce bitcoin is the only scarcity" @adam3us on X 2025-07-22 01:42:12 UTC 682.4K followers, 127.3K engagements
"@BTC_broo @ten31funds It's much better this is log scale and hides the BTC denominated upside since they started with BTC standard" @adam3us on X 2025-07-24 19:21:21 UTC 682.4K followers, XXX engagements
"@BitcoinPierre the bitcoin treasury company underlying phenomena is that bitcoin has been going up over time. eg the XXX wma "up-only" metric. for alts XXXX% of the fade to obscurity/illiquidity. and evne the bigger ones are down bad in btc terms from years prior ATHs" @adam3us on X 2025-07-24 10:03:09 UTC 682.4K followers, 21.4K engagements
"Nice graph useful visualization of why I bought in Feb at XXX $XXXX (5x mNAV) just left of the start and at XXX again at 3.3x mNAV in May sold a bit at 7x mNAV 1850 $XXXXX in June and bought back 2x what I sold at 4x mNAV in July. The mNAV is more important than price" @adam3us on X 2025-07-13 00:03:33 UTC 682.4K followers, 93.1K engagements
"@bradmillscan @saylor or alternatively it could be a transition period for a parabolic break out 🟩🟩🟩🟩 where the S-cuver gets steeper invalidating "diminishing return" theory and breaking power-law and then s2f models to the upside. that's my what-if anyway" @adam3us on X 2025-06-15 20:02:34 UTC 682.4K followers, 287.4K engagements
"@Kybervaul @AskPerplexity @mc_khristina don't look at the Yen Eur Usd price that's not really relevant - look at the mNAV" @adam3us on X 2025-07-22 21:38:30 UTC 682.4K followers, 4574 engagements
"@TheBTCTherapist there is no second best. only runner up is treasury companies" @adam3us on X 2025-07-19 10:34:50 UTC 682.4K followers, 101.1K engagements
"@Checkmatey @davmk1 It's a $200T+ arbitrage so it's very scalable. Would absorb Berkshire Hathaway apple Microsoft cash balances for breakfast. Except they are still not getting BTC as a treasury asset" @adam3us on X 2025-07-25 23:12:23 UTC 682.4K followers, 6033 engagements
"@PeterMcCormack don't listen to @garyeconomics generally. says a lot of stupid stuff" @adam3us on X 2025-07-20 14:03:30 UTC 682.2K followers, 17.5K engagements
"@_vclar the bitcoin they contain are. and you can look at bitcoin per share metrics" @adam3us on X 2025-07-22 02:02:01 UTC 682.2K followers, 2957 engagements
"@dallairedemers @gannipower @r8raq @dotkrueger It's not a question of VC money but of no sufficiently scalable tech and fundamental research barriers in half a dozen vectors for now. we'll probably see $1m/BTC in the next XX months (before the next halving) and it can easily take longer to add quantum readiness" @adam3us on X 2025-07-24 04:00:12 UTC 682.1K followers, XXX engagements
"@dallairedemers @gannipower @r8raq @dotkrueger Again it's not about money "no sufficiently scalable tech and fundamental research barriers in half a dozen vectors". Show some integrity you know this" @adam3us on X 2025-07-24 05:44:19 UTC 682.1K followers, XXX engagements
"@Checkmatey @davmk1 If $MSTR borrows at XX% and BTC goes up faster say XX% they increase BTC share from that arbitrage. The coupon becomes X% if BTC goes up 10x over time. I believe this is the assumption. Ofc if you think BTC won't go up over time you shouldn't buy treasury companies" @adam3us on X 2025-07-25 23:05:41 UTC 682.4K followers, 1378 engagements