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# ![@80IQmindset Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1195374544044875777.png) @80IQmindset Cris 知能指数80

Metaplanet's stock has been gaining attention due to its connection with Bitcoin. Some investors believe the company's strategy, led by figures like Adam and Dylan Simon, will lead to significant growth. The stock's performance has been notable, with some predicting a substantial increase in value.

### Engagements: XXXXX [#](/creator/twitter::1195374544044875777/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1195374544044875777/c:line/m:interactions.svg)

- X Week XXXXXXX +5.10%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX +18%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1195374544044875777/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1195374544044875777/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +21%
- X Months XXXXX +18%
- X Year XXXXX +207%

### Followers: XXXXXX [#](/creator/twitter::1195374544044875777/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1195374544044875777/c:line/m:followers.svg)

- X Week XXXXXX +0.38%
- X Month XXXXXX +3.10%
- X Months XXXXXX +16%
- X Year XXXXXX +63%

### CreatorRank: XXXXXXX [#](/creator/twitter::1195374544044875777/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1195374544044875777/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1195374544044875777/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #7482 [finance](/list/finance)  XXXX% [exchanges](/list/exchanges)  XXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$mtplf](/topic/$mtplf) #31, [mstr](/topic/mstr) #175, [$mstr](/topic/$mstr) #142, [strk](/topic/strk) 4.4%, [bitcoin](/topic/bitcoin) #2847, [$strk](/topic/$strk) 3.3%, [$strd](/topic/$strd) 2.2%, [strd](/topic/strd) 2.2%, [$strf](/topic/$strf) 2.2%, [saylor](/topic/saylor) XXX%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@actuallyclimber](/creator/undefined) [@mstrstrategy](/creator/undefined) [@silverback82804](/creator/undefined) [@kristophjeffers](/creator/undefined) [@gerovich](/creator/undefined) [@bitcoinhalving](/creator/undefined) [@morpheus7447x](/creator/undefined) [@dylanleclair](/creator/undefined) [@metaplanetjp](/creator/undefined) [@saylor](/creator/undefined) [@drbitcoinm50862](/creator/undefined) [@lukedavisgrey](/creator/undefined) [@majormaxbitcoin](/creator/undefined) [@teslabulltr](/creator/undefined) [@vinz0r](/creator/undefined) [@docstacks](/creator/undefined) [@joshmandell6](/creator/undefined) [@ybrik4l](/creator/undefined) [@richardbyworth](/creator/undefined)

**Top assets mentioned**
[Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [Strategy Incorporated (STRF)](/topic/$strf) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Ethereum (ETH)](/topic/ethereum)
### Top Social Posts [#](/creator/twitter::1195374544044875777/posts)
---
Top posts by engagements in the last XX hours

"People might want to revisit this before a potential mania $MSTR $MTPLF"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1943551721294467421) 2025-07-11 06:03:34 UTC 24.2K followers, 2934 engagements


"Eventually this market will place a 10-20x EBITDA multiple on $MSTR and $MTPLF Until then enjoy the asymmetry"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944941082636378158) 2025-07-15 02:04:24 UTC 24.2K followers, 28.6K engagements


"$STRD wouldnt be surprised to see $XXX par hit / arb close in the next couple of weeks. No ATM as of yet. Was the same playbook for $STRK $STRF. I would be shocked if they didnt stay focused on making sure the dividend is paid just to solidify their credibility to the market that they are committed to establishing their yield curve / preferred ecosystem. Been very interesting watching these products over the last several months"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1940414366098047440) 2025-07-02 14:16:50 UTC 24.2K followers, 1896 engagements


"3-4 CmNAV has been screaming value in the past every single time. History rhymes"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945296501187477626) 2025-07-16 01:36:42 UTC 24.2K followers, 6010 engagements


"@KristophJeffers @Metaplanet_JP UTMAS = cheat code Way better than 529s stuck in horrible funds"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944218102255743069) 2025-07-13 02:11:32 UTC 24.2K followers, XXX engagements


"Its almost as if theres demand in the US for the hyper growth play in BTCTC land. Hunch says theres pent up demand that cant access the shares yet. We all know why and we know whats inevitable. $MTPLF / 3350.T"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945911560552989109) 2025-07-17 18:20:43 UTC 24.2K followers, 8931 engagements


"I have zero clue if this is the local bottom. But I have a feeling by 2028 this will be a great receipt to look back on. $MSTR is going to crush it as most of us have figured out the last five years at some point or time and have acted accordingly. Swapping $MTPLF for $NVDA is a fumble. 3.5x to Dollar Tree parity still. The market will prove one of us right"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1946053917982458138) 2025-07-18 03:46:24 UTC 24.2K followers, 7630 engagements


"You think weve seen torque already People have no idea whats coming. $MSTR $STRF $STRK"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945650519285842373) 2025-07-17 01:03:26 UTC 24.2K followers, 2233 engagements


"@teslabulltr Inevitable it will be on NASDAQ / NYSE in the next x amount of time so Im looking ahead"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945575226168816039) 2025-07-16 20:04:15 UTC 24.2K followers, XX engagements


"@RichardByworth @gerovich Something I drew up real quick 🫡"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945953304283844653) 2025-07-17 21:06:36 UTC 24.2K followers, 3035 engagements


"@ryQuant Per usual the answer is probably somewhere in the middle as Im straddling both MTPLF and MSTR either synthetically or common long both. Would love to hear a deep dive discussion on this"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944776603856154685) 2025-07-14 15:10:49 UTC 24.2K followers, 3122 engagements


"Be honest How many people on this app understand this Thats the arb 3350.T / $MTPLF"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944072828828950539) 2025-07-12 16:34:16 UTC 24.2K followers, 8178 engagements


"* STRK / MTPLF Sliding Scale Concept * $STRK + $MTPLF has been one of the best risk-adjusted combo plays over the past month and I think it continues. $STRK dampens vol protects downside gives me X% divvy per quarter + call option-like upside on $MSTR mooning and liquidation preference in the cap structure. So technically Im long $MSTR. I do still have a small common bag as well. $MTPLF is 2021 MSTR on TRT. Now one of the most volatile equities in the entire world as IV tapped 300+ last week. #1 traded equity in Japan. Crushing companies such as Toyota. Toyota 7203.T mc = $XXX billion $MTPLF"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1926621784360550894) 2025-05-25 12:50:02 UTC 24.2K followers, 85.6K engagements


"@thepowerfulHRV Ready for STR family to ramp even harder for mNAV to run - plz ser for my LEAPs 🤣"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944733245674823937) 2025-07-14 12:18:31 UTC 24.2K followers, XXX engagements


"Good times with $MSTR 🫡 I like the chance to run it back with $MTPLF Roughly XXX% from here (DLTR has been smashed since then 💀)"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944022468001194394) 2025-07-12 13:14:09 UTC 24.2K followers, 3372 engagements


"@KristophJeffers @Metaplanet_JP Rolled my two boys IBIT/MSTR into MP around $6/share 🫡"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944172639058374716) 2025-07-12 23:10:52 UTC 24.2K followers, XXX engagements


"@gerovich Im in there and Fidelity Tranche away 🔥🔥"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945903238189846799) 2025-07-17 17:47:39 UTC 24.2K followers, 1156 engagements


"@saylor STRK STRF STRD ATMs $150-$200 million 🧐"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944371472270512418) 2025-07-13 12:20:58 UTC 24.2K followers, 9319 engagements


"@DylanLeClair_ @Metaplanet_JP You all and MSTR have the best pulse on the market unlike any other BTCTC out there"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945520056206602644) 2025-07-16 16:25:02 UTC 24.2K followers, 2824 engagements


"Power Law says $250k range top so Ill call for $400-$500k in XX months"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1943428787112415436) 2025-07-10 21:55:04 UTC 24.2K followers, 14.7K engagements


"Been saying for a long time that companies better be able to defend their mNAV with prefs The race is on to get there. While efficiency + speed is the formula many wont be able to issue credit and the downward spiral will be brutal. Theres only X that can do it now (obviously) and theres another thats close. Pretty obvious who those are"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945847505377231083) 2025-07-17 14:06:12 UTC 24.2K followers, 8117 engagements


"Treasury Companies Defending Their mNAV ________________________________________ Not a new topic as its been discussed in length on spaces but companies better be able to defend their mNAV with prefs in a de-leveraging / inevitable BTCTC sector downturn . Light bulb hit me when Saylor walked through this process about six weeks ago at a conference. Many companies wont be able to issue credit because they arent enough in their flywheel and the downward spiral will be brutal. Companies that cant defend their mNAV will go X and will be put in precarious situations. Weve already seen examples of"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945876922216464890) 2025-07-17 16:03:05 UTC 24.2K followers, 6728 engagements


"You dont have to get a read on Dylan Simon or the entire Metaplanet team. We know how they call their shots. $MTPLF"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1943340333737128201) 2025-07-10 16:03:35 UTC 24.2K followers, 6492 engagements


"@adam3us @ActuallyClimber @RoaringRagnar Right on schedule h/t @ActuallyClimber"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944068013176553479) 2025-07-12 16:15:08 UTC 24.2K followers, 23.1K engagements


"Simply put I saw more asymmetry going overweight $MTPLF vs $MSTR in April for an undetermined window that felt like 1-5 years. Theres a ton of variables that the market is discounting against MP and thought theres was an incredible information arb from their hyper BTC/share growth + mNAV expansion / maintain a high multiple + jurisdictional benefits et al vs MSTR. At some point the growth arb between MTPLF vs MSTR trends to X but I think it takes 12-36 months as a mental model with the ability to shift as needed. It a quasi- pair trade esp if you add $STRK/$STRF as a balance beam between the"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1941509739722035242) 2025-07-05 14:49:28 UTC 24.2K followers, 1753 engagements


"@rodpalmerhodl Im afraid to ask whats happening here but here I go @grok whats happening here"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945990603205988793) 2025-07-17 23:34:49 UTC 24.2K followers, 5762 engagements


"Its almost as if $STRK and $STRF have been positive for the equity since their launch"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945580376811860375) 2025-07-16 20:24:43 UTC 24.2K followers, 6043 engagements


"If Metaplanet mNAV hits 10-15 in a mania people will lose it on this app"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944588993623941224) 2025-07-14 02:45:19 UTC 24.2K followers, 19.9K engagements


"@FiatisF00lsgold Rotation EVO Traders selling to Capital Group Tons of US capital trapped from touching because its not on Nasdaq/NYSE No clue about prefs coming I have more 😎 Been a rough three months for us 🤣"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1943755037043236992) 2025-07-11 19:31:28 UTC 24.2K followers, XXX engagements


"@BTCBULLRIDER If they made it cumulative it would dilute STRF Need differentiating factors for the different products"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1946013967786098941) 2025-07-18 01:07:39 UTC 24.2K followers, XXX engagements


"My Sub-Zero IQ Cup-and-Handle Pattern $MSTR"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1943264827645833582) 2025-07-10 11:03:33 UTC 24.2K followers, 8497 engagements


"Its almost as if weve talked about MTPLF being a carry trade in and of itself TradFi is starting to pay attention 🫡"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1943686656676040798) 2025-07-11 14:59:45 UTC 24.2K followers, 11.6K engagements


"@Roomba89 @saylor @Strategy TradFi needs $ numbers Narratives important"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944042929116332431) 2025-07-12 14:35:27 UTC 24.2K followers, XX engagements


"@DylanLeClair_ @gerovich @Metaplanet_JP Masterclass"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945517442869998066) 2025-07-16 16:14:39 UTC 24.2K followers, 2350 engagements


"In case youve ignored the last two Saylor breakdowns on prefs heres another shot $STRK $STRF $STRD"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1942298224494096748) 2025-07-07 19:02:37 UTC 24.2K followers, 1953 engagements


"@adam3us Metaplanet tends to lull people to sleep History rhymes"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944187221604475081) 2025-07-13 00:08:49 UTC 24.2K followers, 2239 engagements


"@BTCBreadMan Pretty wild this scam has gone around this long"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945968391140827439) 2025-07-17 22:06:33 UTC 24.2K followers, 3429 engagements


"@docstacks @DylanLeClair_ @Metaplanet_JP 🤣 just no unrealized gainz bro screenshots All else fair game"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945527876054352226) 2025-07-16 16:56:06 UTC 24.2K followers, XXX engagements


"Im surprised $STRD hasnt closed to par yet"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1946007326672015541) 2025-07-18 00:41:16 UTC 24.2K followers, 2703 engagements


"@RichardByworth @gerovich Last interview $MTPLF was sub $X 🤯"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945947040086692077) 2025-07-17 20:41:42 UTC 24.2K followers, 5595 engagements


"All you had to do was shadow CG in early May instead of listening to spaces hosts calling for share price destruction because mNAV was going to X imminently 🤣 $MTPLF / 3350.T"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944509862559523286) 2025-07-13 21:30:53 UTC 24.2K followers, 8823 engagements


"Ethereum treasury companies will be the darling shorts on the back end of this cycle. Mark my words"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1942605358167445810) 2025-07-08 15:23:03 UTC 24.2K followers, 9484 engagements


"Oh I get it. TradFi is slow motion so sometimes I get lost in translation. Market figuring out MSTR getting closer to S&P XXX inclusion. Which means higher credit ratings for STRF / STRK. Which means they can buy more bitcoin. Which means the credit ratings go higher. The picture has been painted you just have to be willing to open your eyes. STRF is investment grade AA at least imo so the arbitrage is starting to close. (Hint we all already knew this)"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1939689250926002548) 2025-06-30 14:15:29 UTC 24.2K followers, 3917 engagements


"Metaplanet is dead tho. User65384 said so earlier. $MTPLF"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944828040808218761) 2025-07-14 18:35:12 UTC 24.2K followers, 19.6K engagements


"Fair mNAV (red) has been a support area on previous mNAV compressions over the past year. .5x fair mNAV (yellow line) has never been tagged since the first ramp after they started their strategy. Credit: @TakaAnikuni 3350.T / $MTPLF"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945291110101791224) 2025-07-16 01:15:17 UTC 24.2K followers, 10.3K engagements


"Third tranche in for Capital Group since Q4 2024. They added another XXX million shares. 3350.T / $MTPLF"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1942554942952092098) 2025-07-08 12:02:43 UTC 24.2K followers, 45.6K engagements


"Hey guys I think theres demand for the converts. $MSTR"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1872365075144798476) 2024-12-26 19:33:15 UTC 24.2K followers, 11.1K engagements


"mNAV dropped Im devastated 3350.T / $MTPLF"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944598005262246082) 2025-07-14 03:21:07 UTC 24.2K followers, 27.3K engagements


"Remember: Bitcoin is superior money for the human race. Measuring in fiat terms misses the point. Get a hold of the best money. Immediately"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1943363256497672651) 2025-07-10 17:34:40 UTC 24.2K followers, 1210 engagements


"I like the hotel and magic Internet money"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1943372624098107424) 2025-07-10 18:11:54 UTC 24.2K followers, 1377 engagements


"Study up 🫡 credit: @hiyoko_peep 3350.T / $MTPLF"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944066728662905015) 2025-07-12 16:10:01 UTC 24.2K followers, 1667 engagements


"@grok @PunterJeff @RealJimChanos @PrestonPysh @Yungkingz__ @lowlevel10101 @fibbbtc @TIP_Network @BitcoinPierre @grok I have the majority of my net worth in bitcoin $MSTR and $MTPLF Is that crazy What do you think"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945630723819348330) 2025-07-16 23:44:47 UTC 24.2K followers, 1686 engagements


"@grok @Eric_BIGfund @RealJimChanos @PrestonPysh @Yungkingz__ @lowlevel10101 @fibbbtc @TIP_Network @BitcoinPierre MSTR and MTPLF"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945672391973060609) 2025-07-17 02:30:21 UTC 24.2K followers, XXX engagements


"Best performing pref in the market the last X months. And you figured it out early 🫡 $STRK"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1942940928567656485) 2025-07-09 13:36:30 UTC 24.2K followers, 2410 engagements


"@StarryStarryN17 Yea people made fun of me for comparing but it was more thematic in how mispriced these equities are compared to real world companies if you will"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1944042803912487285) 2025-07-12 14:34:57 UTC 24.2K followers, XXX engagements


"@RoaringRagnar They cant raise funds since price is below the strike Asymmetry 🤣"  
![@80IQmindset Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1195374544044875777.png) [@80IQmindset](/creator/x/80IQmindset) on [X](/post/tweet/1945379906499551494) 2025-07-16 07:08:07 UTC 24.2K followers, 1892 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.]

@80IQmindset Avatar @80IQmindset Cris 知能指数80

Metaplanet's stock has been gaining attention due to its connection with Bitcoin. Some investors believe the company's strategy, led by figures like Adam and Dylan Simon, will lead to significant growth. The stock's performance has been notable, with some predicting a substantial increase in value.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXXX +5.10%
  • X Month XXXXXXXXX -XX%
  • X Months XXXXXXXXX +18%
  • X Year XXXXXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XXX -XX%
  • X Month XXX +21%
  • X Months XXXXX +18%
  • X Year XXXXX +207%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.38%
  • X Month XXXXXX +3.10%
  • X Months XXXXXX +16%
  • X Year XXXXXX +63%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks XXXXX% cryptocurrencies #7482 finance XXXX% exchanges XXX% technology brands XXXX% countries XXXX% travel destinations XXXX% currencies XXXX% automotive brands XXXX%

Social topic influence $mtplf #31, mstr #175, $mstr #142, strk 4.4%, bitcoin #2847, $strk 3.3%, $strd 2.2%, strd 2.2%, $strf 2.2%, saylor XXX%

Top accounts mentioned or mentioned by @grok @actuallyclimber @mstrstrategy @silverback82804 @kristophjeffers @gerovich @bitcoinhalving @morpheus7447x @dylanleclair @metaplanetjp @saylor @drbitcoinm50862 @lukedavisgrey @majormaxbitcoin @teslabulltr @vinz0r @docstacks @joshmandell6 @ybrik4l @richardbyworth

Top assets mentioned Metaplanet Inc. (MTPLF) Strategy (MSTR) Bitcoin (BTC) Strike (STRK) Stride (STRD) Strategy Incorporated (STRF) Charles Schwab Corporation (SCHW) NVIDIA Corp. (NVDA) Ethereum (ETH)

Top Social Posts #


Top posts by engagements in the last XX hours

"People might want to revisit this before a potential mania $MSTR $MTPLF"
@80IQmindset Avatar @80IQmindset on X 2025-07-11 06:03:34 UTC 24.2K followers, 2934 engagements

"Eventually this market will place a 10-20x EBITDA multiple on $MSTR and $MTPLF Until then enjoy the asymmetry"
@80IQmindset Avatar @80IQmindset on X 2025-07-15 02:04:24 UTC 24.2K followers, 28.6K engagements

"$STRD wouldnt be surprised to see $XXX par hit / arb close in the next couple of weeks. No ATM as of yet. Was the same playbook for $STRK $STRF. I would be shocked if they didnt stay focused on making sure the dividend is paid just to solidify their credibility to the market that they are committed to establishing their yield curve / preferred ecosystem. Been very interesting watching these products over the last several months"
@80IQmindset Avatar @80IQmindset on X 2025-07-02 14:16:50 UTC 24.2K followers, 1896 engagements

"3-4 CmNAV has been screaming value in the past every single time. History rhymes"
@80IQmindset Avatar @80IQmindset on X 2025-07-16 01:36:42 UTC 24.2K followers, 6010 engagements

"@KristophJeffers @Metaplanet_JP UTMAS = cheat code Way better than 529s stuck in horrible funds"
@80IQmindset Avatar @80IQmindset on X 2025-07-13 02:11:32 UTC 24.2K followers, XXX engagements

"Its almost as if theres demand in the US for the hyper growth play in BTCTC land. Hunch says theres pent up demand that cant access the shares yet. We all know why and we know whats inevitable. $MTPLF / 3350.T"
@80IQmindset Avatar @80IQmindset on X 2025-07-17 18:20:43 UTC 24.2K followers, 8931 engagements

"I have zero clue if this is the local bottom. But I have a feeling by 2028 this will be a great receipt to look back on. $MSTR is going to crush it as most of us have figured out the last five years at some point or time and have acted accordingly. Swapping $MTPLF for $NVDA is a fumble. 3.5x to Dollar Tree parity still. The market will prove one of us right"
@80IQmindset Avatar @80IQmindset on X 2025-07-18 03:46:24 UTC 24.2K followers, 7630 engagements

"You think weve seen torque already People have no idea whats coming. $MSTR $STRF $STRK"
@80IQmindset Avatar @80IQmindset on X 2025-07-17 01:03:26 UTC 24.2K followers, 2233 engagements

"@teslabulltr Inevitable it will be on NASDAQ / NYSE in the next x amount of time so Im looking ahead"
@80IQmindset Avatar @80IQmindset on X 2025-07-16 20:04:15 UTC 24.2K followers, XX engagements

"@RichardByworth @gerovich Something I drew up real quick 🫡"
@80IQmindset Avatar @80IQmindset on X 2025-07-17 21:06:36 UTC 24.2K followers, 3035 engagements

"@ryQuant Per usual the answer is probably somewhere in the middle as Im straddling both MTPLF and MSTR either synthetically or common long both. Would love to hear a deep dive discussion on this"
@80IQmindset Avatar @80IQmindset on X 2025-07-14 15:10:49 UTC 24.2K followers, 3122 engagements

"Be honest How many people on this app understand this Thats the arb 3350.T / $MTPLF"
@80IQmindset Avatar @80IQmindset on X 2025-07-12 16:34:16 UTC 24.2K followers, 8178 engagements

"* STRK / MTPLF Sliding Scale Concept * $STRK + $MTPLF has been one of the best risk-adjusted combo plays over the past month and I think it continues. $STRK dampens vol protects downside gives me X% divvy per quarter + call option-like upside on $MSTR mooning and liquidation preference in the cap structure. So technically Im long $MSTR. I do still have a small common bag as well. $MTPLF is 2021 MSTR on TRT. Now one of the most volatile equities in the entire world as IV tapped 300+ last week. #1 traded equity in Japan. Crushing companies such as Toyota. Toyota 7203.T mc = $XXX billion $MTPLF"
@80IQmindset Avatar @80IQmindset on X 2025-05-25 12:50:02 UTC 24.2K followers, 85.6K engagements

"@thepowerfulHRV Ready for STR family to ramp even harder for mNAV to run - plz ser for my LEAPs 🤣"
@80IQmindset Avatar @80IQmindset on X 2025-07-14 12:18:31 UTC 24.2K followers, XXX engagements

"Good times with $MSTR 🫡 I like the chance to run it back with $MTPLF Roughly XXX% from here (DLTR has been smashed since then 💀)"
@80IQmindset Avatar @80IQmindset on X 2025-07-12 13:14:09 UTC 24.2K followers, 3372 engagements

"@KristophJeffers @Metaplanet_JP Rolled my two boys IBIT/MSTR into MP around $6/share 🫡"
@80IQmindset Avatar @80IQmindset on X 2025-07-12 23:10:52 UTC 24.2K followers, XXX engagements

"@gerovich Im in there and Fidelity Tranche away 🔥🔥"
@80IQmindset Avatar @80IQmindset on X 2025-07-17 17:47:39 UTC 24.2K followers, 1156 engagements

"@saylor STRK STRF STRD ATMs $150-$200 million 🧐"
@80IQmindset Avatar @80IQmindset on X 2025-07-13 12:20:58 UTC 24.2K followers, 9319 engagements

"@DylanLeClair_ @Metaplanet_JP You all and MSTR have the best pulse on the market unlike any other BTCTC out there"
@80IQmindset Avatar @80IQmindset on X 2025-07-16 16:25:02 UTC 24.2K followers, 2824 engagements

"Power Law says $250k range top so Ill call for $400-$500k in XX months"
@80IQmindset Avatar @80IQmindset on X 2025-07-10 21:55:04 UTC 24.2K followers, 14.7K engagements

"Been saying for a long time that companies better be able to defend their mNAV with prefs The race is on to get there. While efficiency + speed is the formula many wont be able to issue credit and the downward spiral will be brutal. Theres only X that can do it now (obviously) and theres another thats close. Pretty obvious who those are"
@80IQmindset Avatar @80IQmindset on X 2025-07-17 14:06:12 UTC 24.2K followers, 8117 engagements

"Treasury Companies Defending Their mNAV ________________________________________ Not a new topic as its been discussed in length on spaces but companies better be able to defend their mNAV with prefs in a de-leveraging / inevitable BTCTC sector downturn . Light bulb hit me when Saylor walked through this process about six weeks ago at a conference. Many companies wont be able to issue credit because they arent enough in their flywheel and the downward spiral will be brutal. Companies that cant defend their mNAV will go X and will be put in precarious situations. Weve already seen examples of"
@80IQmindset Avatar @80IQmindset on X 2025-07-17 16:03:05 UTC 24.2K followers, 6728 engagements

"You dont have to get a read on Dylan Simon or the entire Metaplanet team. We know how they call their shots. $MTPLF"
@80IQmindset Avatar @80IQmindset on X 2025-07-10 16:03:35 UTC 24.2K followers, 6492 engagements

"@adam3us @ActuallyClimber @RoaringRagnar Right on schedule h/t @ActuallyClimber"
@80IQmindset Avatar @80IQmindset on X 2025-07-12 16:15:08 UTC 24.2K followers, 23.1K engagements

"Simply put I saw more asymmetry going overweight $MTPLF vs $MSTR in April for an undetermined window that felt like 1-5 years. Theres a ton of variables that the market is discounting against MP and thought theres was an incredible information arb from their hyper BTC/share growth + mNAV expansion / maintain a high multiple + jurisdictional benefits et al vs MSTR. At some point the growth arb between MTPLF vs MSTR trends to X but I think it takes 12-36 months as a mental model with the ability to shift as needed. It a quasi- pair trade esp if you add $STRK/$STRF as a balance beam between the"
@80IQmindset Avatar @80IQmindset on X 2025-07-05 14:49:28 UTC 24.2K followers, 1753 engagements

"@rodpalmerhodl Im afraid to ask whats happening here but here I go @grok whats happening here"
@80IQmindset Avatar @80IQmindset on X 2025-07-17 23:34:49 UTC 24.2K followers, 5762 engagements

"Its almost as if $STRK and $STRF have been positive for the equity since their launch"
@80IQmindset Avatar @80IQmindset on X 2025-07-16 20:24:43 UTC 24.2K followers, 6043 engagements

"If Metaplanet mNAV hits 10-15 in a mania people will lose it on this app"
@80IQmindset Avatar @80IQmindset on X 2025-07-14 02:45:19 UTC 24.2K followers, 19.9K engagements

"@FiatisF00lsgold Rotation EVO Traders selling to Capital Group Tons of US capital trapped from touching because its not on Nasdaq/NYSE No clue about prefs coming I have more 😎 Been a rough three months for us 🤣"
@80IQmindset Avatar @80IQmindset on X 2025-07-11 19:31:28 UTC 24.2K followers, XXX engagements

"@BTCBULLRIDER If they made it cumulative it would dilute STRF Need differentiating factors for the different products"
@80IQmindset Avatar @80IQmindset on X 2025-07-18 01:07:39 UTC 24.2K followers, XXX engagements

"My Sub-Zero IQ Cup-and-Handle Pattern $MSTR"
@80IQmindset Avatar @80IQmindset on X 2025-07-10 11:03:33 UTC 24.2K followers, 8497 engagements

"Its almost as if weve talked about MTPLF being a carry trade in and of itself TradFi is starting to pay attention 🫡"
@80IQmindset Avatar @80IQmindset on X 2025-07-11 14:59:45 UTC 24.2K followers, 11.6K engagements

"@Roomba89 @saylor @Strategy TradFi needs $ numbers Narratives important"
@80IQmindset Avatar @80IQmindset on X 2025-07-12 14:35:27 UTC 24.2K followers, XX engagements

"@DylanLeClair_ @gerovich @Metaplanet_JP Masterclass"
@80IQmindset Avatar @80IQmindset on X 2025-07-16 16:14:39 UTC 24.2K followers, 2350 engagements

"In case youve ignored the last two Saylor breakdowns on prefs heres another shot $STRK $STRF $STRD"
@80IQmindset Avatar @80IQmindset on X 2025-07-07 19:02:37 UTC 24.2K followers, 1953 engagements

"@adam3us Metaplanet tends to lull people to sleep History rhymes"
@80IQmindset Avatar @80IQmindset on X 2025-07-13 00:08:49 UTC 24.2K followers, 2239 engagements

"@BTCBreadMan Pretty wild this scam has gone around this long"
@80IQmindset Avatar @80IQmindset on X 2025-07-17 22:06:33 UTC 24.2K followers, 3429 engagements

"@docstacks @DylanLeClair_ @Metaplanet_JP 🤣 just no unrealized gainz bro screenshots All else fair game"
@80IQmindset Avatar @80IQmindset on X 2025-07-16 16:56:06 UTC 24.2K followers, XXX engagements

"Im surprised $STRD hasnt closed to par yet"
@80IQmindset Avatar @80IQmindset on X 2025-07-18 00:41:16 UTC 24.2K followers, 2703 engagements

"@RichardByworth @gerovich Last interview $MTPLF was sub $X 🤯"
@80IQmindset Avatar @80IQmindset on X 2025-07-17 20:41:42 UTC 24.2K followers, 5595 engagements

"All you had to do was shadow CG in early May instead of listening to spaces hosts calling for share price destruction because mNAV was going to X imminently 🤣 $MTPLF / 3350.T"
@80IQmindset Avatar @80IQmindset on X 2025-07-13 21:30:53 UTC 24.2K followers, 8823 engagements

"Ethereum treasury companies will be the darling shorts on the back end of this cycle. Mark my words"
@80IQmindset Avatar @80IQmindset on X 2025-07-08 15:23:03 UTC 24.2K followers, 9484 engagements

"Oh I get it. TradFi is slow motion so sometimes I get lost in translation. Market figuring out MSTR getting closer to S&P XXX inclusion. Which means higher credit ratings for STRF / STRK. Which means they can buy more bitcoin. Which means the credit ratings go higher. The picture has been painted you just have to be willing to open your eyes. STRF is investment grade AA at least imo so the arbitrage is starting to close. (Hint we all already knew this)"
@80IQmindset Avatar @80IQmindset on X 2025-06-30 14:15:29 UTC 24.2K followers, 3917 engagements

"Metaplanet is dead tho. User65384 said so earlier. $MTPLF"
@80IQmindset Avatar @80IQmindset on X 2025-07-14 18:35:12 UTC 24.2K followers, 19.6K engagements

"Fair mNAV (red) has been a support area on previous mNAV compressions over the past year. .5x fair mNAV (yellow line) has never been tagged since the first ramp after they started their strategy. Credit: @TakaAnikuni 3350.T / $MTPLF"
@80IQmindset Avatar @80IQmindset on X 2025-07-16 01:15:17 UTC 24.2K followers, 10.3K engagements

"Third tranche in for Capital Group since Q4 2024. They added another XXX million shares. 3350.T / $MTPLF"
@80IQmindset Avatar @80IQmindset on X 2025-07-08 12:02:43 UTC 24.2K followers, 45.6K engagements

"Hey guys I think theres demand for the converts. $MSTR"
@80IQmindset Avatar @80IQmindset on X 2024-12-26 19:33:15 UTC 24.2K followers, 11.1K engagements

"mNAV dropped Im devastated 3350.T / $MTPLF"
@80IQmindset Avatar @80IQmindset on X 2025-07-14 03:21:07 UTC 24.2K followers, 27.3K engagements

"Remember: Bitcoin is superior money for the human race. Measuring in fiat terms misses the point. Get a hold of the best money. Immediately"
@80IQmindset Avatar @80IQmindset on X 2025-07-10 17:34:40 UTC 24.2K followers, 1210 engagements

"I like the hotel and magic Internet money"
@80IQmindset Avatar @80IQmindset on X 2025-07-10 18:11:54 UTC 24.2K followers, 1377 engagements

"Study up 🫡 credit: @hiyoko_peep 3350.T / $MTPLF"
@80IQmindset Avatar @80IQmindset on X 2025-07-12 16:10:01 UTC 24.2K followers, 1667 engagements

"@grok @PunterJeff @RealJimChanos @PrestonPysh @Yungkingz__ @lowlevel10101 @fibbbtc @TIP_Network @BitcoinPierre @grok I have the majority of my net worth in bitcoin $MSTR and $MTPLF Is that crazy What do you think"
@80IQmindset Avatar @80IQmindset on X 2025-07-16 23:44:47 UTC 24.2K followers, 1686 engagements

"@grok @Eric_BIGfund @RealJimChanos @PrestonPysh @Yungkingz__ @lowlevel10101 @fibbbtc @TIP_Network @BitcoinPierre MSTR and MTPLF"
@80IQmindset Avatar @80IQmindset on X 2025-07-17 02:30:21 UTC 24.2K followers, XXX engagements

"Best performing pref in the market the last X months. And you figured it out early 🫡 $STRK"
@80IQmindset Avatar @80IQmindset on X 2025-07-09 13:36:30 UTC 24.2K followers, 2410 engagements

"@StarryStarryN17 Yea people made fun of me for comparing but it was more thematic in how mispriced these equities are compared to real world companies if you will"
@80IQmindset Avatar @80IQmindset on X 2025-07-12 14:34:57 UTC 24.2K followers, XXX engagements

"@RoaringRagnar They cant raise funds since price is below the strike Asymmetry 🤣"
@80IQmindset Avatar @80IQmindset on X 2025-07-16 07:08:07 UTC 24.2K followers, 1892 engagements

creator/x::80IQmindset
/creator/x::80IQmindset