[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.] [@CyclesWithBach](/creator/twitter/CyclesWithBach) "The reason why the market is willing to assign a high mNAV to crypto treasury companies is because its the only way the street and hedge funds can gain exposure to it - They cant buy SOL ETH or XRP directly but they can take a stake in companies that stack A big reason π $SBET $BMNR $UPXI $DFDV $VVPR $TDTH"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945786905238421893) 2025-07-17 10:05:23 UTC 38.3K followers, 15.3K engagements "Here is the treasury breakdown since so many are asking - Were developing Google spreadsheet for mNAV overview SOL: $DFDV $UPXI $BTCM ETH: $SBET $BMNR $BTBT $BTCS $GAME XRP: $VVPR $TDTH HYPE: $HYPD BTC: $MSTR"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944676991208136708) 2025-07-14 08:34:59 UTC 38.3K followers, 27.9K engagements "$SBET HITS $20π€΄ The great grand master π mNAVs matter and at $XXXX it traded almost at 1.0x - The math were simple ETH data looks promising"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943332601265111147) 2025-07-10 15:32:52 UTC 38.3K followers, 24.7K engagements "$SBET π We told you XX days that we were only getting started - A lot of creators have since initiated coverage on it We are up several hundred percent since we pitched it to FinX π Congrats to all who took our initial call on this weeks ago"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945813557657903441) 2025-07-17 11:51:18 UTC 38.3K followers, 12.4K engagements "@Nogimics @Kross_Roads You can risk adjust the position as much as you like - I do that all the time And no it has now crashed like some said it would π€·π½β"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944867929478324236) 2025-07-14 21:13:42 UTC 37.8K followers, XXX engagements "@MasalaChai05 @UpexiTreasury You mean the convertibles"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944464316402651255) 2025-07-13 18:29:54 UTC 37.7K followers, XXX engagements "#Bitcoin $MSTR Discount ends tomorrow July 11β The roadmap in this link is all you need for H2 2025:"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943421448464535746) 2025-07-10 21:25:54 UTC 37.6K followers, 4353 engagements "Dollar under pressure after that soft inflation print Potential tailwind for risk assets if this trend continues $DXY"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945465529688313908) 2025-07-16 12:48:21 UTC 38.3K followers, 4197 engagements "HERE IS A FINAL FULL OVERVIEW OF ALL THE ETF'S AND THE FEESπ¨: Are you buying an ETF If so which one $BITB BITWISE - XXX% $ARKB ARK - XXXX% $FBTC FIDELITY - XXXX% $IBIT BLACKROCK - XXXX% $HODL VANECK - XXXX% $EZBC FRANKLIN - XXXX% $BTCW WISDOM TREE - XXX% $BTCO INVESCO XXXX% $BRRR VALKYRIE - XXXX% $DEFI HASHDEX - XXX% $GBTC GRAYSCALE - XXX% Is it just cheapest takes most *Some have XXX% fees the first 6-12 months - See comment section"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1745193632217399783) 2024-01-10 21:19:20 UTC 37.8K followers, 60.2K engagements "$SBET $BMNR We wrote the following in pre market yesterday about BMNR It were never a chase add as they needed to have the XX% offering dump that SBET also had β BMNR will be the grand master in ETH treasury but it is and never were a ticker to chase There will come a time though"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943321830019695005) 2025-07-10 14:50:04 UTC 38.3K followers, 7268 engagements "$NVO checks all the boxes for a long-term compounder Looking at these charts its hard not to stay bullish Not many stocks earn a permanent spot in my portfolio but $NVO is one of them"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943349548841067004) 2025-07-10 16:40:12 UTC 38.2K followers, 3843 engagements "$SBET Alert sent out 23rd of June in Patreonπ $XXXX Now imagine what we do if ETH goes $4000 π Come join us ππ»"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1940765270878179710) 2025-07-03 13:31:12 UTC 38.2K followers, 7480 engagements "@BrazilPaid $SBET We trimmed a bit today as well ππ»"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944835760022061562) 2025-07-14 19:05:53 UTC 38K followers, 1301 engagements "Happy to be part of this group $SBET is the MSTR of ETH Insanely exciting journey here π Cheers"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945610577805455515) 2025-07-16 22:24:44 UTC 38.3K followers, 22.6K engagements "$UPXI Up XX% today which is another one of our stocks on watch /Undervalued call outs) Have surpassed DFDV in SOL holdings and trades at an insane low mNAV π We gave it out 7th of July UPXI is insanely undervalued Link in bio π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1942676587448787269) 2025-07-08 20:06:06 UTC 38.3K followers, 14.1K engagements "$SBET HITS $XX IN AFTER HOURS π The DD is done for $BMNR and it looks increasingly ready. Valuation is rich but that will be fixed Maybe we break some rules tomorrow π€·π½βπ"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945233434600743381) 2025-07-15 21:26:06 UTC 38.3K followers, 36.9K engagements "$COIN Probably a bigger move awaiting here - Altcoins season will help this one Boombust framework triggered a Bull signal close to the lows XX% today - Were long NFA"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1923409752257610186) 2025-05-16 16:06:34 UTC 38.3K followers, 165.6K engagements "$BTCS XX% today ππ I gave you the playbook above π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945178970539917776) 2025-07-15 17:49:40 UTC 38.3K followers, 6720 engagements "$SBET Dont be surprised if they use some more of the ATM soon β They need to control the mNAV and they do that by issuing more shares from the ATM they have open and thereby increase ETH/Per Share. Nearing $XX π Were writing articles today in Patreon on $XRP and $SOL Treasuries (Join us if interested through the link in our bio) β Its all about finding the cheapest mNAVs π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1942937298443624818) 2025-07-09 13:22:04 UTC 38.2K followers, 12.5K engagements "$SBET Absolutely flying today π Our add in $XXXX looks incredible right now π Context above"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1942217763545588202) 2025-07-07 13:42:54 UTC 38.2K followers, 14.9K engagements "π¨BREAKING: INFLATION DATA RELEASED YoY Growth: CPI (Jun) XXX% Vs. XXX% Est. (prev. 2.4%) Core CPI XXX% Vs. XXX% Est. (prev. 2.8%) MoM Growth: CPI (Jun) XXX% Vs. XXX% Est. (prev. 0.1%) Core CPI XXX% Vs. XXX% Est. (prev. 0.1%) $MACRO"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945098701401129389) 2025-07-15 12:30:43 UTC 38.3K followers, 95.2K engagements "π¨ PETER THIEL TAKES XXX% STAKE IN Tom Lees $BMNR Things are starting be interesting - This one should be on top of your watchlist Question is Do you buy in now in anticipation of ETH treasury doubling"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945227786097930712) 2025-07-15 21:03:39 UTC 38.3K followers, 184.3K engagements "@PogueThePatriot $MARA looks like it following that roadmap no But yeah its annoying We still own some though but since Q4 2024 we changed to a diversified strategy π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944864932107010185) 2025-07-14 21:01:48 UTC 38.1K followers, XXX engagements "$DFDV $UPXI We added today on both of these are they had red days You know the No. X rule $XXXXX for DFDV β "  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945270581101760968) 2025-07-15 23:53:42 UTC 38.3K followers, 4543 engagements "$BABA just reclaimed the 200sma β Weve been highlighting this setup alongside $KC for weeks and its finally starting to move. Chinese equities arent for everyone but for value seekers there are some serious bargains out there right now If you're interested we're covering some of them in our private Patreon group"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945114620429017294) 2025-07-15 13:33:58 UTC 38.3K followers, 3027 engagements "$TDTH has gone from $XXXX cents to $XXXX in two weeks We pitched it for our Patreon members before anyone else π In the patreon portfolio we went with $VVPR and still believe market will recognise their low upcoming mNAV Use the discount code for XX% first month = BE029"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945481572825600204) 2025-07-16 13:52:06 UTC 38.3K followers, 4035 engagements "@alexeinmegas Im boring I like ETH SOL XRP"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944678500406796689) 2025-07-14 08:40:59 UTC 37.9K followers, XXX engagements "$UPXI and $DFDV were the best deals today deep in the red We added both π NFA"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945153829265121464) 2025-07-15 16:09:46 UTC 38.3K followers, 25.7K engagements "Two weeks ago $SBET traded at a mNAV of 1.0x π€£ Grown to our biggest position now in the Patreon portfolio overtaking MSTR (Due to outperformance) Remember rule no. X and keep track of mNAV values for all treasuries π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944706343945765254) 2025-07-14 10:31:37 UTC 38.3K followers, 17.5K engagements "The market will find $VVPR $XRP Treasury High risk - Be careful and dont do stupid things"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945484582117163387) 2025-07-16 14:04:04 UTC 38.3K followers, 24.7K engagements "$SBET $XX π€·π½βπ As pointed out in early Julyππ» SBET = MSTR in 2020 SBET were trading at $XXXXX then π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945259397174689927) 2025-07-15 23:09:16 UTC 38.3K followers, 25.8K engagements "Last time $BABA touched the XXX SMA it launched. Were here again. Same structure same support zone. Will buyers step in againπ"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1940786794657992782) 2025-07-03 14:56:44 UTC 38.3K followers, 25.5K engagements "$SBET is the great grand master We went red today for those who want to follow rule No. X π Its gonna be big"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943330838197805123) 2025-07-10 15:25:51 UTC 38K followers, 7904 engagements "$IREN We used the strength in IREN to significantly decrease exposure - Given we were up close to XXX% since the April low we wanted to reduce exposure. We have used everything from Boombust framework to seasonal framework in our model creation hub that we have buildβ All our IREN profit taking have gone to $SBET over the last weeks with the recent add being at $XXXX This is how you compound - You need to balance risk to reward all the time and the risk reward became much more favourable for SBET Vs. IREN We are still long IREN NFA"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943341728150311234) 2025-07-10 16:09:08 UTC 37.8K followers, 5812 engagements "We really did our DD on this one in our Patreon group - We have shared a lot of data on altcoins these days as we now have exposure to treasuries for $SOL $ETH and $BTC β You wanna look for the red ones today"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1942649572205252654) 2025-07-08 18:18:45 UTC 37.7K followers, 5477 engagements "@humpdeedumpdee SOL: $DFDV $UPXI $BTCM ETH: $SBET $BMNR $BTBT $BTCS $GAME XRP: $VVPR $TDTH HYPE: $HYPD BTC: $MSTR"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944676017777295581) 2025-07-14 08:31:07 UTC 38.3K followers, 1042 engagements "@Ravninvest No the hostile takeover is good The offering the current board of directors did was no good"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945445331501453644) 2025-07-16 11:28:06 UTC 38.3K followers, XXX engagements "$NVO Monthly indicators on Novo Nordisk have reached levels weve only seen during major bottoms like 1984 1999 2002 2009 and 2017. These multi-decade chart setups are rare but when they show up we act.β (Not financial advice)"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1929611384167219603) 2025-06-02 18:49:39 UTC 38.1K followers, 9750 engagements "$UPXI $DFDV We added both yesterday as they were red - No. X rule is undefeated π Link in bio π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945501367281291443) 2025-07-16 15:10:46 UTC 38.3K followers, 5701 engagements "Sorry above were sold out - Have to manage load all the time as we run big data model creation hub β Its open again with the code: BE029 for XX% first month Yearly you have to ping me"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945263983264452674) 2025-07-15 23:27:29 UTC 38.3K followers, 9248 engagements "$UPXI trades at a mNAV of 1.7x Its the largest public traded SOL treasury with more than 700000 SOL We are long $DFDV but this is one we gave out in our Patreon group We even wrote about UPXI in this thread above π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943337216110920136) 2025-07-10 15:51:12 UTC 38.3K followers, 9018 engagements "#Bitcoin $116000 π Context in the thread above from April 9th Youre under X clicks away from getting the caution signals as well π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943420907730694260) 2025-07-10 21:23:46 UTC 37.6K followers, 4311 engagements "Let me be clear Hostile takeover is good for a company thats doing shady shit - If he succeed he can transform it. Hostile takeover is just an expression"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945445533977379005) 2025-07-16 11:28:54 UTC 38.3K followers, 6777 engagements "Pre market just opened and for Bitcoin proxies this is what were looking at the moment π $BITF +11% $BTBT +13% $BTDR +11% $CIFR +10% $CLSK +15% π $COIN +11% $CORZ +9% $HUT +10% $IREN +13% $MARA +11% $MSTR +13% $RIOT +12% $SMLR +4% $WULF +14% π Keep in mind many of these names have double digit short interest π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1854089077944930735) 2024-11-06 09:10:58 UTC 38.1K followers, 34.9K engagements "@xitreb I got some ALCBI in EU I like all the others but cant trade SWC"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944682724716937683) 2025-07-14 08:57:46 UTC 38.3K followers, XXX engagements "@_69_AI_ @fundstrat Tom is great SBET is great"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945240092500525508) 2025-07-15 21:52:33 UTC 38.1K followers, XXX engagements "@ALLABTDOTS Awesome We have also covered it since May but havent shared it publicly (Only in patreon) given our XRP data Lets get it higher"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944476416588075319) 2025-07-13 19:17:58 UTC 38K followers, XXX engagements "This is your ETH treasury ranking and playbook - Now dont even get me started on all other stocks and sectors π- We cover it all X $SBET The Great Grand Master X $BMNR The Grand Master (post-offering dump) X $BTBT The Master X $BTCS The Disciple X $GAME The Dark Horse"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1942712750708310491) 2025-07-08 22:29:48 UTC 38.3K followers, 40.6K engagements "$BMNR My point today was not to bash this stock in any way - I believe Tom and this team is building something incredible potentially as good as $SBET My point was merely that chasing a stock at 10-30% up on the day and a mNAV of 5x wasnt smart. Bullish BMNR but at right price. I guess thats what Im saying by here ππ» Cheers"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944866664207512008) 2025-07-14 21:08:41 UTC 38.2K followers, 10.2K engagements "@DJohnson_CPA @dobayidoba Send it boys ππ»"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945229859342487779) 2025-07-15 21:11:53 UTC 38K followers, XXX engagements "π¨BREAKING: PPI DATA RELEASED PPI leads CPIπ€·β YoY Growth: PPI (Jun) XXX% Vs. XXX% Est. (prev. 2.6%) Core PPI XXX% Vs. XXX% Est. (prev. 3.0%) MoM Growth: PPI (Jun) XXX% Vs. XXX% Est. (prev. 0.1%) Core PPI XXX% Vs. XXX% Est. (prev. 0.1%) $MACRO"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945461369844752561) 2025-07-16 12:31:50 UTC 38.3K followers, 93.7K engagements "$SBET is up XXX% since our last add at $XXXX ππ Instead of chasing right now were updating the mNAV sheet to find the best value"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944759337307582889) 2025-07-14 14:02:12 UTC 38.1K followers, 21K engagements "Are you starting to see and understand rule no. X Yesterday we wrote the following above Now go see what $UPXI and $DFDV have done today π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945533082976624928) 2025-07-16 17:16:47 UTC 38.3K followers, 4437 engagements "$YHC Robert is trying to do a hostile takeover - Insanely high risk but if something is cooking here its something to keep an eye on β If they withdraw the offering things can happen π€·π½β NFA"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945442672077906338) 2025-07-16 11:17:32 UTC 38.3K followers, 31.4K engagements "$IREN Up XXX% since June 1st all with the help of some data model creation We have trimmed a significant portion in this run up and its no longer a major leading position like before These models can be created through our discord(Model creation hub) which you get access to through Patreon. There is no holy grail only useful tools"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945160496929497149) 2025-07-15 16:36:16 UTC 38.2K followers, 4494 engagements "@amitisinvesting For anyone interested If my math is correct were at 4.4x mNAV ish here now"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944743717149044800) 2025-07-14 13:00:08 UTC 38.2K followers, 15.2K engagements "Slightly Bullish Data π The trend in CORE CPI continues lower overall and inflation data does not indicate any upside risks to inflation Headline CPI came sligthly higher than previous release but if you read the summary from BLS this is all energy driven - REMEMBER that #Oil went from $XX to almost $XX in June so naturally headline CPI will see some upward momentum from this Oil now at $XX again. Below is the trend for Core CPI YoY - The trend is still clear Inflation is still coming down. Inflation swaps (5y5y) also still showing no signs of upward risks to inflation from tariffs. This is"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945102937216168277) 2025-07-15 12:47:33 UTC 38.3K followers, 7863 engagements "Of course means from todays red we got at open You would be up more than XX% at the highs today Dont add when things are green"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943348153903681692) 2025-07-10 16:34:40 UTC 37.8K followers, 7221 engagements "@FracSandMonkey Will check it out Thanks ππ»"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1942713664945176865) 2025-07-08 22:33:26 UTC 38.2K followers, 1051 engagements "The asset is $ETH the ticker is $SBET ππ"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943652596276711637) 2025-07-11 12:44:24 UTC 38.3K followers, 50.9K engagements "@jjcoop0 @Papajoezen $SBET we continuesly trim as we go higher"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945820948722028826) 2025-07-17 12:20:40 UTC 38.3K followers, XXX engagements "Macro Releases: Wednesday July 9π Time: XXXX pm ET.π FOMC Meeting Minutes $MACRO"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1942868237462458789) 2025-07-09 08:47:39 UTC 38.2K followers, 19.1K engagements "@Kross_Roads Congrats I sold at $XX Yes I am doing it wrong on that one π₯²"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944861448250827175) 2025-07-14 20:47:57 UTC 38K followers, 2556 engagements "Tom Lee and $BMNR buys more ETH and now hold more than 163000 ETHπ Stock is up XX% right now and if my math is correct were trading at 4.8x mNAV (At the time of writing this) $2.44bn company with $500000000 worth of ETH β Still a little too expensive for my taste but if they keep accumulating and the stock doesnt go ballistic then we can get mNAV down"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944755780407734349) 2025-07-14 13:48:04 UTC 38.2K followers, 21.1K engagements "$CLSK Boombust framework is perfection π God knows how high it can go but great signals overall π You can create models on demand for 100000 stocks and cryptos in our model creation hub π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943357823145976041) 2025-07-10 17:13:05 UTC 37.8K followers, 6851 engagements "$YHC XXX% today and new high of day π Robert reposted the COO of Uniswap stepping down today - Looks increasingly likely that they are going for a treasury of some sort β "  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945559363923419392) 2025-07-16 19:01:13 UTC 38.3K followers, 7799 engagements "The asset is $ETH the ticker is $SBET ππ Probably some ATM usage soon - Still plenty left Act accordingly in strength like this"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945479100111425571) 2025-07-16 13:42:17 UTC 38.3K followers, 14.1K engagements "@DanishInvestor Not at all π€£β Guess were buying"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945232123670962267) 2025-07-15 21:20:53 UTC 38.1K followers, XX engagements "Notice how everyone is chatting and talking about $SBET now π We started the wave over a month ago - It will only grow bigger π Dont ever limit yourself to one stock one thesis one narrative - if there are chances to make money take it"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944241236673802626) 2025-07-13 03:43:27 UTC 38.2K followers, 15.5K engagements "π¨π¨ $SBET NOW HOLDS MORE THAN 280000 ETH King π€΄"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945094320169554320) 2025-07-15 12:13:18 UTC 38.3K followers, 16.9K engagements "$VVPR Will Trade at an mNAV of about 1.10x They have partnered with Flare to build the XRP treasury - were long VVPRβ "  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943675883480367328) 2025-07-11 14:16:57 UTC 38.3K followers, 7610 engagements "$COIN This entire thread started with our Boombust model triggering a bullish signal below $XXX Its now at $XXX Up XXX% Congrats to all - You have access to 100000 stocks and cryptos through our Patreon with this framework"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945124274043224478) 2025-07-15 14:12:20 UTC 38.3K followers, 7525 engagements "$SBET All targets shared here - Write a comment here if you wish to get a XX% discount code for yearly subscription to our Patreon β€"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944779712632369514) 2025-07-14 15:23:10 UTC 38.2K followers, 6552 engagements "$SBET mNAV AT 2.63x β For anyone interested - Looked through our updated mNAV spreadsheet Congrats to all ππ»"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945494278001619265) 2025-07-16 14:42:36 UTC 38.3K followers, 33.7K engagements "@CryptoTavs Ehhhhh not true π€£π€£π€£ He bought into the private placement lol"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945422895603122591) 2025-07-16 09:58:57 UTC 38.2K followers, XXX engagements "@BKnight221 At $XX it will trade at 2x mNAV I will start accumulating below 2.5x ish"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944868586931253703) 2025-07-14 21:16:19 UTC 38.1K followers, XXX engagements "Its not $SBET Vs. $BMNR and it never will be Its about a common goal - Both are great albeit one is more expensive right now(Can grow into better valuation with time) S**t just got even more interesting for H2 2025π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945237151030939872) 2025-07-15 21:40:52 UTC 38.3K followers, 18K engagements "$SBET So everything went just as we highlighted in pre market β Management decided to tap the ATM today - Annoying for the intra day gains but highly bullish for cyclical upswing for ETH Getting ETH/Share up is the key β We even went red - Did you did anything with SBET while we were red"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943045718241075425) 2025-07-09 20:32:53 UTC 38K followers, 9457 engagements "@mleinweber2 Right here - Use this code for XX% discount yearly if interested π 5DCE5"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945050508030300421) 2025-07-15 09:19:13 UTC 38.2K followers, XX engagements "π¨BREAKING: Nonfarm Payrolls Data Released Bullish - Non Recessionaryπ Nonfarm Payrolls 147K Vs. 106K Est. (prev. 139K) Unemployment Rate XXX% Vs. XXX% Est. (prev. 4.2%) Hourly Earnings XXX% Vs. XXX% Est. (prev. 3.9%) Jobless Claims 233K Vs. 240K Est. (prev. 236K) $SPY"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1940750113841795204) 2025-07-03 12:30:59 UTC 37.9K followers, 24K engagements "$UPXI XX% todayπ Traded at 1.0x mNAV when we started coverage on it and is up more than XXX% since since $SOL data below here for June-July π Congrats - Chart shared today in our Patreon with fib levels if interested"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944764989790654488) 2025-07-14 14:24:40 UTC 38.3K followers, 9708 engagements "Fear Gone. Greed Fully here Just dont forget what usually follows π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945491055270388090) 2025-07-16 14:29:47 UTC 38.3K followers, 12.7K engagements "Recently spotted the $SBET rocket π The research have been done $1bn company now and still cheap π€·π½β"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1942637201319239731) 2025-07-08 17:29:35 UTC 38.3K followers, 21.9K engagements "$SBET We got clarity that management raised more money to add to the treasury yesterday (Hence why gains vanished) The postive is that that its keeping the mNAV lower over time SBET = MSTR in 2020 We added in $XXXX and have build this out to be our second largest position in our Patreon portfolio We have talked about before anyone else and will sent out alerts on everything regarding fib levels seasonality etc. Discount for our Patreon ends in X days if you want access to more in depth macroeconomics an incredible data model hub (In collaboration with discord) and the greasiest community on"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1942593613336109386) 2025-07-08 14:36:23 UTC 37.7K followers, 6415 engagements "$SBET $UPXI $DFDV We done have our fair share of rebalancing today and all alerts have been sent out β Trim green add red π Yes were severely outperforming everyone right now and that all comes from hard workβ Link in bio (Sent a DM for yearly for discount)"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945170004602765582) 2025-07-15 17:14:03 UTC 38.3K followers, 3795 engagements "$SBET I dont know their avg ETH price but we now trade at about 2.1-2.2x mNAV If anybody know their avg price please share ππ»"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943394132203901389) 2025-07-10 19:37:22 UTC 38.1K followers, 6257 engagements "@JBRVA10 Will probably soak it But gradually moving money from SBET to other things until it cools off Slowly but surely"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945832272785015087) 2025-07-17 13:05:40 UTC 38.3K followers, XX engagements "$SBET Good morning We are outperforming π $XXXXX touch in early pre market"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1942861636630462487) 2025-07-09 08:21:25 UTC 38.1K followers, 26.1K engagements "I could be horribly wrong and the stock goes ballistic from here but SBET is still relatively cheap. I love Tom and BMNR but need it at the right price ππ» Much love"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944756200211398659) 2025-07-14 13:49:44 UTC 38.1K followers, 8886 engagements "If you want to try out our Patreon for one month you can get XX% off with this code: BE029 We have now developed our mNAV spreadsheet as well β "  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945247269269168448) 2025-07-15 22:21:04 UTC 38.3K followers, 10.7K engagements "$SBET Could spot that from a mile away π€·π½β"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1942944289761206574) 2025-07-09 13:49:51 UTC 38K followers, 11.2K engagements "@DoRight2All $BMNR no change over the last week"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943985699344318774) 2025-07-12 10:48:02 UTC 37.8K followers, 2077 engagements "$BABA still got the lookπ Bullish structure intact. β EMA cloud has flipped bullish β A breakout above this trendline would confirm the next leg higher"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945473339545325725) 2025-07-16 13:19:23 UTC 38.3K followers, 3639 engagements "@TamagoFluffy Are you crazy Jk but no BTC is the grand grand grand master"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1942943984290316469) 2025-07-09 13:48:38 UTC 37.8K followers, XXX engagements "@UpexiTreasury UPXI shares Well done on the converts"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944392406985564221) 2025-07-13 13:44:09 UTC 37.7K followers, XXX engagements "Another hint here for those who pay attention to the comments Wait until the market finds UPXI By far the most undervalued treasury play Will share more but first will do article for tomorrow on it We called it a week ago but have been doing DD"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1942695109046227412) 2025-07-08 21:19:42 UTC 38.2K followers, 31K engagements "UPST Up XXX% since Boombust framework detected bullish setup π We got all the data you could wish for"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943380230942433515) 2025-07-10 18:42:07 UTC 38.2K followers, 7021 engagements "The asset is $XRP the ticker is $VVPR The asset is $SOL the tickers are $DFDV $UPXI The first one is the newest one we initiated coverage on ππ"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943668516843843622) 2025-07-11 13:47:40 UTC 38.3K followers, 16.8K engagements "@siralexgreatest Sent discount code in DM"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944811388574073090) 2025-07-14 17:29:02 UTC 37.6K followers, XX engagements "Buying $SBET at $XXXX were like buying MSTR in Q2 2020 We made that call X weeks ago Watch the mNAVs and act accordingly in terms of risk adjustment in the different treasuries"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945151198077530312) 2025-07-15 15:59:19 UTC 38.3K followers, 44.4K engagements "@investormimi Of course - Have you reached out to me on discord"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1944417197331292411) 2025-07-13 15:22:40 UTC 37.6K followers, XXX engagements "Macro Releases: Wednesday July 16π Time: XXXX am ET.π PPI (Jun) Core PPI Time: XXXX pm ET.π FED's Beige Book Report"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945407286715077049) 2025-07-16 08:56:55 UTC 38.3K followers, 6200 engagements "$MARA Almost XX% since June 1st June-July below Get all the mining data from our model database here:"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943362367741383149) 2025-07-10 17:31:09 UTC 38.2K followers, 7282 engagements "Were only getting started with $SBET But always remember rule no. X You all know it by now π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1942691561126650191) 2025-07-08 21:05:36 UTC 38.3K followers, 114.7K engagements "$DFDV have by far the best investor relations teamβ This was our first Altcoin treasury to long months ago Have been here ever since with some risk adjustment along the way I said earlier that UPXI held more SOL but this is wrong. DFDV overtook them today UPXI is more a value play right now but the higher premium for DFDV is somewhat fair given their techβ (Still stretched mNAV right now)"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943344286856056928) 2025-07-10 16:19:18 UTC 38.3K followers, 20.1K engagements "$SBET $UPXI $DFDV $MSTR $BTCS A lot of you are asking about the yearly code again for our Patreon - I will leave this message up for XX min: XX% off yearly: 5DCE5 (Note members who are already members cannot use this code - I am working on a fix with Patreon)"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1945566820607344857) 2025-07-16 19:30:51 UTC 38.3K followers, 4162 engagements "$UPXI XX% in after hours after an insane day as well We are on a roll right now as we do extensive deep dives on valuations in altcoin treasuries β We gave out the first alerts in patron below $X and its now at $XXXX in after hours Congrats to those who had notifications on and read this thread π"  [@CyclesWithBach](/creator/x/CyclesWithBach) on [X](/post/tweet/1943448099143217619) 2025-07-10 23:11:49 UTC 38.3K followers, 10K 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.]
@CyclesWithBach
"The reason why the market is willing to assign a high mNAV to crypto treasury companies is because its the only way the street and hedge funds can gain exposure to it - They cant buy SOL ETH or XRP directly but they can take a stake in companies that stack A big reason π $SBET $BMNR $UPXI $DFDV $VVPR $TDTH" @CyclesWithBach on X 2025-07-17 10:05:23 UTC 38.3K followers, 15.3K engagements
"Here is the treasury breakdown since so many are asking - Were developing Google spreadsheet for mNAV overview SOL: $DFDV $UPXI $BTCM ETH: $SBET $BMNR $BTBT $BTCS $GAME XRP: $VVPR $TDTH HYPE: $HYPD BTC: $MSTR" @CyclesWithBach on X 2025-07-14 08:34:59 UTC 38.3K followers, 27.9K engagements
"$SBET HITS $20π€΄ The great grand master π mNAVs matter and at $XXXX it traded almost at 1.0x - The math were simple ETH data looks promising" @CyclesWithBach on X 2025-07-10 15:32:52 UTC 38.3K followers, 24.7K engagements
"$SBET π We told you XX days that we were only getting started - A lot of creators have since initiated coverage on it We are up several hundred percent since we pitched it to FinX π Congrats to all who took our initial call on this weeks ago" @CyclesWithBach on X 2025-07-17 11:51:18 UTC 38.3K followers, 12.4K engagements
"@Nogimics @Kross_Roads You can risk adjust the position as much as you like - I do that all the time And no it has now crashed like some said it would π€·π½β" @CyclesWithBach on X 2025-07-14 21:13:42 UTC 37.8K followers, XXX engagements
"@MasalaChai05 @UpexiTreasury You mean the convertibles" @CyclesWithBach on X 2025-07-13 18:29:54 UTC 37.7K followers, XXX engagements
"#Bitcoin $MSTR Discount ends tomorrow July 11β
The roadmap in this link is all you need for H2 2025:" @CyclesWithBach on X 2025-07-10 21:25:54 UTC 37.6K followers, 4353 engagements
"Dollar under pressure after that soft inflation print Potential tailwind for risk assets if this trend continues $DXY" @CyclesWithBach on X 2025-07-16 12:48:21 UTC 38.3K followers, 4197 engagements
"HERE IS A FINAL FULL OVERVIEW OF ALL THE ETF'S AND THE FEESπ¨: Are you buying an ETF If so which one $BITB BITWISE - XXX% $ARKB ARK - XXXX% $FBTC FIDELITY - XXXX% $IBIT BLACKROCK - XXXX% $HODL VANECK - XXXX% $EZBC FRANKLIN - XXXX% $BTCW WISDOM TREE - XXX% $BTCO INVESCO XXXX% $BRRR VALKYRIE - XXXX% $DEFI HASHDEX - XXX% $GBTC GRAYSCALE - XXX% Is it just cheapest takes most *Some have XXX% fees the first 6-12 months - See comment section" @CyclesWithBach on X 2024-01-10 21:19:20 UTC 37.8K followers, 60.2K engagements
"$SBET $BMNR We wrote the following in pre market yesterday about BMNR It were never a chase add as they needed to have the XX% offering dump that SBET also had β
BMNR will be the grand master in ETH treasury but it is and never were a ticker to chase There will come a time though" @CyclesWithBach on X 2025-07-10 14:50:04 UTC 38.3K followers, 7268 engagements
"$NVO checks all the boxes for a long-term compounder Looking at these charts its hard not to stay bullish Not many stocks earn a permanent spot in my portfolio but $NVO is one of them" @CyclesWithBach on X 2025-07-10 16:40:12 UTC 38.2K followers, 3843 engagements
"$SBET Alert sent out 23rd of June in Patreonπ $XXXX Now imagine what we do if ETH goes $4000 π Come join us ππ»" @CyclesWithBach on X 2025-07-03 13:31:12 UTC 38.2K followers, 7480 engagements
"@BrazilPaid $SBET We trimmed a bit today as well ππ»" @CyclesWithBach on X 2025-07-14 19:05:53 UTC 38K followers, 1301 engagements
"Happy to be part of this group $SBET is the MSTR of ETH Insanely exciting journey here π Cheers" @CyclesWithBach on X 2025-07-16 22:24:44 UTC 38.3K followers, 22.6K engagements
"$UPXI Up XX% today which is another one of our stocks on watch /Undervalued call outs) Have surpassed DFDV in SOL holdings and trades at an insane low mNAV π We gave it out 7th of July UPXI is insanely undervalued Link in bio π" @CyclesWithBach on X 2025-07-08 20:06:06 UTC 38.3K followers, 14.1K engagements
"$SBET HITS $XX IN AFTER HOURS π The DD is done for $BMNR and it looks increasingly ready. Valuation is rich but that will be fixed Maybe we break some rules tomorrow π€·π½βπ" @CyclesWithBach on X 2025-07-15 21:26:06 UTC 38.3K followers, 36.9K engagements
"$COIN Probably a bigger move awaiting here - Altcoins season will help this one Boombust framework triggered a Bull signal close to the lows XX% today - Were long NFA" @CyclesWithBach on X 2025-05-16 16:06:34 UTC 38.3K followers, 165.6K engagements
"$BTCS XX% today ππ I gave you the playbook above π" @CyclesWithBach on X 2025-07-15 17:49:40 UTC 38.3K followers, 6720 engagements
"$SBET Dont be surprised if they use some more of the ATM soon β
They need to control the mNAV and they do that by issuing more shares from the ATM they have open and thereby increase ETH/Per Share. Nearing $XX π Were writing articles today in Patreon on $XRP and $SOL Treasuries (Join us if interested through the link in our bio) β
Its all about finding the cheapest mNAVs π" @CyclesWithBach on X 2025-07-09 13:22:04 UTC 38.2K followers, 12.5K engagements
"$SBET Absolutely flying today π Our add in $XXXX looks incredible right now π Context above" @CyclesWithBach on X 2025-07-07 13:42:54 UTC 38.2K followers, 14.9K engagements
"π¨BREAKING: INFLATION DATA RELEASED YoY Growth: CPI (Jun) XXX% Vs. XXX% Est. (prev. 2.4%) Core CPI XXX% Vs. XXX% Est. (prev. 2.8%) MoM Growth: CPI (Jun) XXX% Vs. XXX% Est. (prev. 0.1%) Core CPI XXX% Vs. XXX% Est. (prev. 0.1%) $MACRO" @CyclesWithBach on X 2025-07-15 12:30:43 UTC 38.3K followers, 95.2K engagements
"π¨ PETER THIEL TAKES XXX% STAKE IN Tom Lees $BMNR Things are starting be interesting - This one should be on top of your watchlist Question is Do you buy in now in anticipation of ETH treasury doubling" @CyclesWithBach on X 2025-07-15 21:03:39 UTC 38.3K followers, 184.3K engagements
"@PogueThePatriot $MARA looks like it following that roadmap no But yeah its annoying We still own some though but since Q4 2024 we changed to a diversified strategy π" @CyclesWithBach on X 2025-07-14 21:01:48 UTC 38.1K followers, XXX engagements
"$DFDV $UPXI We added today on both of these are they had red days You know the No. X rule $XXXXX for DFDV β
" @CyclesWithBach on X 2025-07-15 23:53:42 UTC 38.3K followers, 4543 engagements
"$BABA just reclaimed the 200sma β
Weve been highlighting this setup alongside $KC for weeks and its finally starting to move. Chinese equities arent for everyone but for value seekers there are some serious bargains out there right now If you're interested we're covering some of them in our private Patreon group" @CyclesWithBach on X 2025-07-15 13:33:58 UTC 38.3K followers, 3027 engagements
"$TDTH has gone from $XXXX cents to $XXXX in two weeks We pitched it for our Patreon members before anyone else π In the patreon portfolio we went with $VVPR and still believe market will recognise their low upcoming mNAV Use the discount code for XX% first month = BE029" @CyclesWithBach on X 2025-07-16 13:52:06 UTC 38.3K followers, 4035 engagements
"@alexeinmegas Im boring I like ETH SOL XRP" @CyclesWithBach on X 2025-07-14 08:40:59 UTC 37.9K followers, XXX engagements
"$UPXI and $DFDV were the best deals today deep in the red We added both π NFA" @CyclesWithBach on X 2025-07-15 16:09:46 UTC 38.3K followers, 25.7K engagements
"Two weeks ago $SBET traded at a mNAV of 1.0x π€£ Grown to our biggest position now in the Patreon portfolio overtaking MSTR (Due to outperformance) Remember rule no. X and keep track of mNAV values for all treasuries π" @CyclesWithBach on X 2025-07-14 10:31:37 UTC 38.3K followers, 17.5K engagements
"The market will find $VVPR $XRP Treasury High risk - Be careful and dont do stupid things" @CyclesWithBach on X 2025-07-16 14:04:04 UTC 38.3K followers, 24.7K engagements
"$SBET $XX π€·π½βπ As pointed out in early Julyππ» SBET = MSTR in 2020 SBET were trading at $XXXXX then π" @CyclesWithBach on X 2025-07-15 23:09:16 UTC 38.3K followers, 25.8K engagements
"Last time $BABA touched the XXX SMA it launched. Were here again. Same structure same support zone. Will buyers step in againπ" @CyclesWithBach on X 2025-07-03 14:56:44 UTC 38.3K followers, 25.5K engagements
"$SBET is the great grand master We went red today for those who want to follow rule No. X π Its gonna be big" @CyclesWithBach on X 2025-07-10 15:25:51 UTC 38K followers, 7904 engagements
"$IREN We used the strength in IREN to significantly decrease exposure - Given we were up close to XXX% since the April low we wanted to reduce exposure. We have used everything from Boombust framework to seasonal framework in our model creation hub that we have buildβ
All our IREN profit taking have gone to $SBET over the last weeks with the recent add being at $XXXX This is how you compound - You need to balance risk to reward all the time and the risk reward became much more favourable for SBET Vs. IREN We are still long IREN NFA" @CyclesWithBach on X 2025-07-10 16:09:08 UTC 37.8K followers, 5812 engagements
"We really did our DD on this one in our Patreon group - We have shared a lot of data on altcoins these days as we now have exposure to treasuries for $SOL $ETH and $BTC β
You wanna look for the red ones today" @CyclesWithBach on X 2025-07-08 18:18:45 UTC 37.7K followers, 5477 engagements
"@humpdeedumpdee SOL: $DFDV $UPXI $BTCM ETH: $SBET $BMNR $BTBT $BTCS $GAME XRP: $VVPR $TDTH HYPE: $HYPD BTC: $MSTR" @CyclesWithBach on X 2025-07-14 08:31:07 UTC 38.3K followers, 1042 engagements
"@Ravninvest No the hostile takeover is good The offering the current board of directors did was no good" @CyclesWithBach on X 2025-07-16 11:28:06 UTC 38.3K followers, XXX engagements
"$NVO Monthly indicators on Novo Nordisk have reached levels weve only seen during major bottoms like 1984 1999 2002 2009 and 2017. These multi-decade chart setups are rare but when they show up we act.β
(Not financial advice)" @CyclesWithBach on X 2025-06-02 18:49:39 UTC 38.1K followers, 9750 engagements
"$UPXI $DFDV We added both yesterday as they were red - No. X rule is undefeated π Link in bio π" @CyclesWithBach on X 2025-07-16 15:10:46 UTC 38.3K followers, 5701 engagements
"Sorry above were sold out - Have to manage load all the time as we run big data model creation hub β
Its open again with the code: BE029 for XX% first month Yearly you have to ping me" @CyclesWithBach on X 2025-07-15 23:27:29 UTC 38.3K followers, 9248 engagements
"$UPXI trades at a mNAV of 1.7x Its the largest public traded SOL treasury with more than 700000 SOL We are long $DFDV but this is one we gave out in our Patreon group We even wrote about UPXI in this thread above π" @CyclesWithBach on X 2025-07-10 15:51:12 UTC 38.3K followers, 9018 engagements
"#Bitcoin $116000 π Context in the thread above from April 9th Youre under X clicks away from getting the caution signals as well π" @CyclesWithBach on X 2025-07-10 21:23:46 UTC 37.6K followers, 4311 engagements
"Let me be clear Hostile takeover is good for a company thats doing shady shit - If he succeed he can transform it. Hostile takeover is just an expression" @CyclesWithBach on X 2025-07-16 11:28:54 UTC 38.3K followers, 6777 engagements
"Pre market just opened and for Bitcoin proxies this is what were looking at the moment π $BITF +11% $BTBT +13% $BTDR +11% $CIFR +10% $CLSK +15% π $COIN +11% $CORZ +9% $HUT +10% $IREN +13% $MARA +11% $MSTR +13% $RIOT +12% $SMLR +4% $WULF +14% π Keep in mind many of these names have double digit short interest π" @CyclesWithBach on X 2024-11-06 09:10:58 UTC 38.1K followers, 34.9K engagements
"@xitreb I got some ALCBI in EU I like all the others but cant trade SWC" @CyclesWithBach on X 2025-07-14 08:57:46 UTC 38.3K followers, XXX engagements
"@69_AI @fundstrat Tom is great SBET is great" @CyclesWithBach on X 2025-07-15 21:52:33 UTC 38.1K followers, XXX engagements
"@ALLABTDOTS Awesome We have also covered it since May but havent shared it publicly (Only in patreon) given our XRP data Lets get it higher" @CyclesWithBach on X 2025-07-13 19:17:58 UTC 38K followers, XXX engagements
"This is your ETH treasury ranking and playbook - Now dont even get me started on all other stocks and sectors π- We cover it all X $SBET The Great Grand Master X $BMNR The Grand Master (post-offering dump) X $BTBT The Master X $BTCS The Disciple X $GAME The Dark Horse" @CyclesWithBach on X 2025-07-08 22:29:48 UTC 38.3K followers, 40.6K engagements
"$BMNR My point today was not to bash this stock in any way - I believe Tom and this team is building something incredible potentially as good as $SBET My point was merely that chasing a stock at 10-30% up on the day and a mNAV of 5x wasnt smart. Bullish BMNR but at right price. I guess thats what Im saying by here ππ» Cheers" @CyclesWithBach on X 2025-07-14 21:08:41 UTC 38.2K followers, 10.2K engagements
"@DJohnson_CPA @dobayidoba Send it boys ππ»" @CyclesWithBach on X 2025-07-15 21:11:53 UTC 38K followers, XXX engagements
"π¨BREAKING: PPI DATA RELEASED PPI leads CPIπ€·β YoY Growth: PPI (Jun) XXX% Vs. XXX% Est. (prev. 2.6%) Core PPI XXX% Vs. XXX% Est. (prev. 3.0%) MoM Growth: PPI (Jun) XXX% Vs. XXX% Est. (prev. 0.1%) Core PPI XXX% Vs. XXX% Est. (prev. 0.1%) $MACRO" @CyclesWithBach on X 2025-07-16 12:31:50 UTC 38.3K followers, 93.7K engagements
"$SBET is up XXX% since our last add at $XXXX ππ Instead of chasing right now were updating the mNAV sheet to find the best value" @CyclesWithBach on X 2025-07-14 14:02:12 UTC 38.1K followers, 21K engagements
"Are you starting to see and understand rule no. X Yesterday we wrote the following above Now go see what $UPXI and $DFDV have done today π" @CyclesWithBach on X 2025-07-16 17:16:47 UTC 38.3K followers, 4437 engagements
"$YHC Robert is trying to do a hostile takeover - Insanely high risk but if something is cooking here its something to keep an eye on β
If they withdraw the offering things can happen π€·π½β NFA" @CyclesWithBach on X 2025-07-16 11:17:32 UTC 38.3K followers, 31.4K engagements
"$IREN Up XXX% since June 1st all with the help of some data model creation We have trimmed a significant portion in this run up and its no longer a major leading position like before These models can be created through our discord(Model creation hub) which you get access to through Patreon. There is no holy grail only useful tools" @CyclesWithBach on X 2025-07-15 16:36:16 UTC 38.2K followers, 4494 engagements
"@amitisinvesting For anyone interested If my math is correct were at 4.4x mNAV ish here now" @CyclesWithBach on X 2025-07-14 13:00:08 UTC 38.2K followers, 15.2K engagements
"Slightly Bullish Data π The trend in CORE CPI continues lower overall and inflation data does not indicate any upside risks to inflation Headline CPI came sligthly higher than previous release but if you read the summary from BLS this is all energy driven - REMEMBER that #Oil went from $XX to almost $XX in June so naturally headline CPI will see some upward momentum from this Oil now at $XX again. Below is the trend for Core CPI YoY - The trend is still clear Inflation is still coming down. Inflation swaps (5y5y) also still showing no signs of upward risks to inflation from tariffs. This is" @CyclesWithBach on X 2025-07-15 12:47:33 UTC 38.3K followers, 7863 engagements
"Of course means from todays red we got at open You would be up more than XX% at the highs today Dont add when things are green" @CyclesWithBach on X 2025-07-10 16:34:40 UTC 37.8K followers, 7221 engagements
"@FracSandMonkey Will check it out Thanks ππ»" @CyclesWithBach on X 2025-07-08 22:33:26 UTC 38.2K followers, 1051 engagements
"The asset is $ETH the ticker is $SBET ππ" @CyclesWithBach on X 2025-07-11 12:44:24 UTC 38.3K followers, 50.9K engagements
"@jjcoop0 @Papajoezen $SBET we continuesly trim as we go higher" @CyclesWithBach on X 2025-07-17 12:20:40 UTC 38.3K followers, XXX engagements
"Macro Releases: Wednesday July 9π Time: XXXX pm ET.π FOMC Meeting Minutes $MACRO" @CyclesWithBach on X 2025-07-09 08:47:39 UTC 38.2K followers, 19.1K engagements
"@Kross_Roads Congrats I sold at $XX Yes I am doing it wrong on that one π₯²" @CyclesWithBach on X 2025-07-14 20:47:57 UTC 38K followers, 2556 engagements
"Tom Lee and $BMNR buys more ETH and now hold more than 163000 ETHπ Stock is up XX% right now and if my math is correct were trading at 4.8x mNAV (At the time of writing this) $2.44bn company with $500000000 worth of ETH β
Still a little too expensive for my taste but if they keep accumulating and the stock doesnt go ballistic then we can get mNAV down" @CyclesWithBach on X 2025-07-14 13:48:04 UTC 38.2K followers, 21.1K engagements
"$CLSK Boombust framework is perfection π God knows how high it can go but great signals overall π You can create models on demand for 100000 stocks and cryptos in our model creation hub π" @CyclesWithBach on X 2025-07-10 17:13:05 UTC 37.8K followers, 6851 engagements
"$YHC XXX% today and new high of day π Robert reposted the COO of Uniswap stepping down today - Looks increasingly likely that they are going for a treasury of some sort β
" @CyclesWithBach on X 2025-07-16 19:01:13 UTC 38.3K followers, 7799 engagements
"The asset is $ETH the ticker is $SBET ππ Probably some ATM usage soon - Still plenty left Act accordingly in strength like this" @CyclesWithBach on X 2025-07-16 13:42:17 UTC 38.3K followers, 14.1K engagements
"@DanishInvestor Not at all π€£β
Guess were buying" @CyclesWithBach on X 2025-07-15 21:20:53 UTC 38.1K followers, XX engagements
"Notice how everyone is chatting and talking about $SBET now π We started the wave over a month ago - It will only grow bigger π Dont ever limit yourself to one stock one thesis one narrative - if there are chances to make money take it" @CyclesWithBach on X 2025-07-13 03:43:27 UTC 38.2K followers, 15.5K engagements
"π¨π¨ $SBET NOW HOLDS MORE THAN 280000 ETH King π€΄" @CyclesWithBach on X 2025-07-15 12:13:18 UTC 38.3K followers, 16.9K engagements
"$VVPR Will Trade at an mNAV of about 1.10x They have partnered with Flare to build the XRP treasury - were long VVPRβ
" @CyclesWithBach on X 2025-07-11 14:16:57 UTC 38.3K followers, 7610 engagements
"$COIN This entire thread started with our Boombust model triggering a bullish signal below $XXX Its now at $XXX Up XXX% Congrats to all - You have access to 100000 stocks and cryptos through our Patreon with this framework" @CyclesWithBach on X 2025-07-15 14:12:20 UTC 38.3K followers, 7525 engagements
"$SBET All targets shared here - Write a comment here if you wish to get a XX% discount code for yearly subscription to our Patreon β€" @CyclesWithBach on X 2025-07-14 15:23:10 UTC 38.2K followers, 6552 engagements
"$SBET mNAV AT 2.63x β
For anyone interested - Looked through our updated mNAV spreadsheet Congrats to all ππ»" @CyclesWithBach on X 2025-07-16 14:42:36 UTC 38.3K followers, 33.7K engagements
"@CryptoTavs Ehhhhh not true π€£π€£π€£ He bought into the private placement lol" @CyclesWithBach on X 2025-07-16 09:58:57 UTC 38.2K followers, XXX engagements
"@BKnight221 At $XX it will trade at 2x mNAV I will start accumulating below 2.5x ish" @CyclesWithBach on X 2025-07-14 21:16:19 UTC 38.1K followers, XXX engagements
"Its not $SBET Vs. $BMNR and it never will be Its about a common goal - Both are great albeit one is more expensive right now(Can grow into better valuation with time) S**t just got even more interesting for H2 2025π" @CyclesWithBach on X 2025-07-15 21:40:52 UTC 38.3K followers, 18K engagements
"$SBET So everything went just as we highlighted in pre market β
Management decided to tap the ATM today - Annoying for the intra day gains but highly bullish for cyclical upswing for ETH Getting ETH/Share up is the key β
We even went red - Did you did anything with SBET while we were red" @CyclesWithBach on X 2025-07-09 20:32:53 UTC 38K followers, 9457 engagements
"@mleinweber2 Right here - Use this code for XX% discount yearly if interested π 5DCE5" @CyclesWithBach on X 2025-07-15 09:19:13 UTC 38.2K followers, XX engagements
"π¨BREAKING: Nonfarm Payrolls Data Released Bullish - Non Recessionaryπ Nonfarm Payrolls 147K Vs. 106K Est. (prev. 139K) Unemployment Rate XXX% Vs. XXX% Est. (prev. 4.2%) Hourly Earnings XXX% Vs. XXX% Est. (prev. 3.9%) Jobless Claims 233K Vs. 240K Est. (prev. 236K) $SPY" @CyclesWithBach on X 2025-07-03 12:30:59 UTC 37.9K followers, 24K engagements
"$UPXI XX% todayπ Traded at 1.0x mNAV when we started coverage on it and is up more than XXX% since since $SOL data below here for June-July π Congrats - Chart shared today in our Patreon with fib levels if interested" @CyclesWithBach on X 2025-07-14 14:24:40 UTC 38.3K followers, 9708 engagements
"Fear Gone. Greed Fully here Just dont forget what usually follows π" @CyclesWithBach on X 2025-07-16 14:29:47 UTC 38.3K followers, 12.7K engagements
"Recently spotted the $SBET rocket π The research have been done $1bn company now and still cheap π€·π½β" @CyclesWithBach on X 2025-07-08 17:29:35 UTC 38.3K followers, 21.9K engagements
"$SBET We got clarity that management raised more money to add to the treasury yesterday (Hence why gains vanished) The postive is that that its keeping the mNAV lower over time SBET = MSTR in 2020 We added in $XXXX and have build this out to be our second largest position in our Patreon portfolio We have talked about before anyone else and will sent out alerts on everything regarding fib levels seasonality etc. Discount for our Patreon ends in X days if you want access to more in depth macroeconomics an incredible data model hub (In collaboration with discord) and the greasiest community on" @CyclesWithBach on X 2025-07-08 14:36:23 UTC 37.7K followers, 6415 engagements
"$SBET $UPXI $DFDV We done have our fair share of rebalancing today and all alerts have been sent out β
Trim green add red π Yes were severely outperforming everyone right now and that all comes from hard workβ
Link in bio (Sent a DM for yearly for discount)" @CyclesWithBach on X 2025-07-15 17:14:03 UTC 38.3K followers, 3795 engagements
"$SBET I dont know their avg ETH price but we now trade at about 2.1-2.2x mNAV If anybody know their avg price please share ππ»" @CyclesWithBach on X 2025-07-10 19:37:22 UTC 38.1K followers, 6257 engagements
"@JBRVA10 Will probably soak it But gradually moving money from SBET to other things until it cools off Slowly but surely" @CyclesWithBach on X 2025-07-17 13:05:40 UTC 38.3K followers, XX engagements
"$SBET Good morning We are outperforming π $XXXXX touch in early pre market" @CyclesWithBach on X 2025-07-09 08:21:25 UTC 38.1K followers, 26.1K engagements
"I could be horribly wrong and the stock goes ballistic from here but SBET is still relatively cheap. I love Tom and BMNR but need it at the right price ππ» Much love" @CyclesWithBach on X 2025-07-14 13:49:44 UTC 38.1K followers, 8886 engagements
"If you want to try out our Patreon for one month you can get XX% off with this code: BE029 We have now developed our mNAV spreadsheet as well β
" @CyclesWithBach on X 2025-07-15 22:21:04 UTC 38.3K followers, 10.7K engagements
"$SBET Could spot that from a mile away π€·π½β" @CyclesWithBach on X 2025-07-09 13:49:51 UTC 38K followers, 11.2K engagements
"@DoRight2All $BMNR no change over the last week" @CyclesWithBach on X 2025-07-12 10:48:02 UTC 37.8K followers, 2077 engagements
"$BABA still got the lookπ Bullish structure intact. β
EMA cloud has flipped bullish β
A breakout above this trendline would confirm the next leg higher" @CyclesWithBach on X 2025-07-16 13:19:23 UTC 38.3K followers, 3639 engagements
"@TamagoFluffy Are you crazy Jk but no BTC is the grand grand grand master" @CyclesWithBach on X 2025-07-09 13:48:38 UTC 37.8K followers, XXX engagements
"@UpexiTreasury UPXI shares Well done on the converts" @CyclesWithBach on X 2025-07-13 13:44:09 UTC 37.7K followers, XXX engagements
"Another hint here for those who pay attention to the comments Wait until the market finds UPXI By far the most undervalued treasury play Will share more but first will do article for tomorrow on it We called it a week ago but have been doing DD" @CyclesWithBach on X 2025-07-08 21:19:42 UTC 38.2K followers, 31K engagements
"UPST Up XXX% since Boombust framework detected bullish setup π We got all the data you could wish for" @CyclesWithBach on X 2025-07-10 18:42:07 UTC 38.2K followers, 7021 engagements
"The asset is $XRP the ticker is $VVPR The asset is $SOL the tickers are $DFDV $UPXI The first one is the newest one we initiated coverage on ππ" @CyclesWithBach on X 2025-07-11 13:47:40 UTC 38.3K followers, 16.8K engagements
"@siralexgreatest Sent discount code in DM" @CyclesWithBach on X 2025-07-14 17:29:02 UTC 37.6K followers, XX engagements
"Buying $SBET at $XXXX were like buying MSTR in Q2 2020 We made that call X weeks ago Watch the mNAVs and act accordingly in terms of risk adjustment in the different treasuries" @CyclesWithBach on X 2025-07-15 15:59:19 UTC 38.3K followers, 44.4K engagements
"@investormimi Of course - Have you reached out to me on discord" @CyclesWithBach on X 2025-07-13 15:22:40 UTC 37.6K followers, XXX engagements
"Macro Releases: Wednesday July 16π Time: XXXX am ET.π PPI (Jun) Core PPI Time: XXXX pm ET.π FED's Beige Book Report" @CyclesWithBach on X 2025-07-16 08:56:55 UTC 38.3K followers, 6200 engagements
"$MARA Almost XX% since June 1st June-July below Get all the mining data from our model database here:" @CyclesWithBach on X 2025-07-10 17:31:09 UTC 38.2K followers, 7282 engagements
"Were only getting started with $SBET But always remember rule no. X You all know it by now π" @CyclesWithBach on X 2025-07-08 21:05:36 UTC 38.3K followers, 114.7K engagements
"$DFDV have by far the best investor relations teamβ
This was our first Altcoin treasury to long months ago Have been here ever since with some risk adjustment along the way I said earlier that UPXI held more SOL but this is wrong. DFDV overtook them today UPXI is more a value play right now but the higher premium for DFDV is somewhat fair given their techβ
(Still stretched mNAV right now)" @CyclesWithBach on X 2025-07-10 16:19:18 UTC 38.3K followers, 20.1K engagements
"$SBET $UPXI $DFDV $MSTR $BTCS A lot of you are asking about the yearly code again for our Patreon - I will leave this message up for XX min: XX% off yearly: 5DCE5 (Note members who are already members cannot use this code - I am working on a fix with Patreon)" @CyclesWithBach on X 2025-07-16 19:30:51 UTC 38.3K followers, 4162 engagements
"$UPXI XX% in after hours after an insane day as well We are on a roll right now as we do extensive deep dives on valuations in altcoin treasuries β
We gave out the first alerts in patron below $X and its now at $XXXX in after hours Congrats to those who had notifications on and read this thread π" @CyclesWithBach on X 2025-07-10 23:11:49 UTC 38.3K followers, 10K engagements
/creator/twitter::834104329023979521/posts