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[@Xuan05](/creator/twitter/Xuan05)
"@Giovann35084111 Then focus on the scientist part and do some math work to evaluate how dollar depreciation would have any impact on the n exponent"  
[X Link](https://x.com/Xuan05/status/1980619755305246939) [@Xuan05](/creator/x/Xuan05) 2025-10-21T12:58Z XXX followers, XX engagements


"@E055Michel1842 @Bobiliciousing @PDPhilaPhil lol already bought tsm during April with avgo. I still like mstr it would be the last BTC treasury company standing :P"  
[X Link](https://x.com/Xuan05/status/1980656609752936631) [@Xuan05](/creator/x/Xuan05) 2025-10-21T15:25Z XXX followers, XX engagements


"@E055Michel1842 @Bobiliciousing @PDPhilaPhil Im not as bullish on mag X speaking from an equity person. could be wrong"  
[X Link](https://x.com/Xuan05/status/1980656970056233195) [@Xuan05](/creator/x/Xuan05) 2025-10-21T15:26Z XXX followers, XX engagements


"@E055Michel1842 @Bobiliciousing @PDPhilaPhil Mstrs issue is sentiment - gold and BTC miner/dc players drained capital. Since August a clear price divergence between companies with earnings vs no earnings - markets entered speculative mode. Iren down XX% the past five days gold down X% today. Give it some time"  
[X Link](https://x.com/Xuan05/status/1980672336786526588) [@Xuan05](/creator/x/Xuan05) 2025-10-21T16:27Z XXX followers, XXX engagements


"@PDPhilaPhil @E055Michel1842 @Bobiliciousing For institutions cannot own IBIt mstr can well be their only option to get proxy to BTC. Just need to be cautions in the mnav you pay. As long as BTC tracks power law. Mstrs per share yield is holding (atm above mnav=1) then mstr will outperform BTC in long run its math bounded"  
[X Link](https://x.com/Xuan05/status/1980680849021628726) [@Xuan05](/creator/x/Xuan05) 2025-10-21T17:01Z XXX followers, XX engagements


"@E055Michel1842 @CarlBMenger I dont think Trump cares about Bitcoins daily move its only X trillion market cap - even lower than nvda. Its more about informed levered traders trade against non-informed ones. Too many retail traders using 10x-50x leverage only to get liquidated"  
[X Link](https://x.com/Xuan05/status/1980947139699105891) [@Xuan05](/creator/x/Xuan05) 2025-10-22T10:39Z XXX followers, XX engagements


"who's selling $btc turns out its the OGs with 10000 btc (worth who bought the 2022 bottom with an average price of 20K to 25k and now worth at least 1bn USD. They traded $btc and now this trade should be close to an end. (# of addresses back to 2022 level)"  
[X Link](https://x.com/Xuan05/status/1980991132860629015) [@Xuan05](/creator/x/Xuan05) 2025-10-22T13:34Z XXX followers, XX engagements


"on the contrary all the other major coherts of OGs have either been stacking up (100+) or been holding steady (1000+ and 10+). The super whales made a disciplined trade which weighted heavily on price for the past XX months"  
[X Link](https://x.com/Xuan05/status/1980992009675653318) [@Xuan05](/creator/x/Xuan05) 2025-10-22T13:37Z XXX followers, XX engagements


"@PDPhilaPhil @E055Michel1842 @Bobiliciousing GPU is like crude oil it will find a way to reach its buyers regardless of the sanctions. China will route their purchase through Singapore"  
[X Link](https://x.com/Xuan05/status/1980999396797174043) [@Xuan05](/creator/x/Xuan05) 2025-10-22T14:07Z XXX followers, XX engagements


"@JA_Maartun It has been this particular cohort thats selling. OGs with over 10k BTC who bought the 2022 bear market"  
[X Link](https://x.com/Xuan05/status/1981019177478471837) [@Xuan05](/creator/x/Xuan05) 2025-10-22T15:25Z XXX followers, XXX engagements


"@Giovann35084111 Hi Gio Could you spend some time talking about the n exponent and why it has been trending down since genesis"  
[X Link](https://x.com/Xuan05/status/1981022275718549696) [@Xuan05](/creator/x/Xuan05) 2025-10-22T15:38Z XXX followers, XXX engagements


"@PDPhilaPhil @E055Michel1842 @Bobiliciousing If you study bitcoin and the power law you would understand bitcoins trajectory is not dependent on us government or any other govt. Govt needs Bitcoin not the other way around. We shall see"  
[X Link](https://x.com/Xuan05/status/1981307914032992278) [@Xuan05](/creator/x/Xuan05) 2025-10-23T10:33Z XXX followers, XX engagements


"@E055Michel1842 @PDPhilaPhil @Bobiliciousing The power law has a theoretical price structured by the design of bitcoin so the actual price should fluctuate around the intrinsic value with ups and downs brought by markets sentiment creating a range of price movements"  
[X Link](https://x.com/Xuan05/status/1981339164558622778) [@Xuan05](/creator/x/Xuan05) 2025-10-23T12:37Z XXX followers, XX engagements


"@E055Michel1842 @PDPhilaPhil @Bobiliciousing Also the interesting thing is that with a much wider holders base (literally 50+ wallets with 10k to thousands of wallets with 100+ bitcoins) BTC price started to track the power law more closely. To me that shows re-enforcement of the power law"  
[X Link](https://x.com/Xuan05/status/1981340776131895733) [@Xuan05](/creator/x/Xuan05) 2025-10-23T12:43Z XXX followers, XX engagements


"@E055Michel1842 @PDPhilaPhil @Bobiliciousing Not really Check on chain data. Some super whales bottom fished in 2022 (a rise of # of wallets with over 10k) theyve been harvesting that cost base 20k USD since 2024. And now the number of wallets with 10k+ coins back to 2022 level. Which means the harvesting should end soon"  
[X Link](https://x.com/Xuan05/status/1981341739492184369) [@Xuan05](/creator/x/Xuan05) 2025-10-23T12:47Z XXX followers, XX engagements


"@E055Michel1842 @PDPhilaPhil @Bobiliciousing Short term possibly. But BTC is at around the fair value of the power law at the moment and intrinsic grows every day. At some point they will realize a XX% downmarket may never come and they would either stop selling or restocking again"  
[X Link](https://x.com/Xuan05/status/1981342812776870389) [@Xuan05](/creator/x/Xuan05) 2025-10-23T12:51Z XXX followers, XX engagements


"@TedPillows Nice chart Unsophisticated investors thought US seize Prince Corps BTC proved the network insecure"  
[X Link](https://x.com/Xuan05/status/1981357043727446267) [@Xuan05](/creator/x/Xuan05) 2025-10-23T13:48Z XXX followers, XX engagements


"@Giovann35084111 Scarcity is also a characteristic of bitcoin but not what drives its value"  
[X Link](https://x.com/Xuan05/status/1981407951245185312) [@Xuan05](/creator/x/Xuan05) 2025-10-23T17:10Z XXX followers, XXX engagements


"@E055Michel1842 @TFTC21 @PDPhilaPhil Yeah that prediction is too low. Power law is physics and maths and independent of any economists opinion. I wont put too much weight on VanEcks call"  
[X Link](https://x.com/Xuan05/status/1981434923354308794) [@Xuan05](/creator/x/Xuan05) 2025-10-23T18:57Z XXX followers, XX engagements


"@BitPaine It could be that ppl sell their BTC for IBIt easier to manage and can be used for collaterals"  
[X Link](https://x.com/Xuan05/status/1981721388172853734) [@Xuan05](/creator/x/Xuan05) 2025-10-24T13:56Z XXX followers, 1465 engagements