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# ![@BTCBULLRIDER Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1646333856000385025.png) @BTCBULLRIDER Peter Duan 🌎 πŸš€

Peter Duan 🌎 πŸš€ posts on X about bitcoin, acquisition, mstr, fixed income the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1646333856000385025/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1646333856000385025/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX +854,353%

### Mentions: XX [#](/creator/twitter::1646333856000385025/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1646333856000385025/c:line/m:posts_active.svg)

- X Week XX +2.40%
- X Month XXX +42%
- X Months XXX -XX%
- X Year XXXXX +35,800%

### Followers: XXXXXX [#](/creator/twitter::1646333856000385025/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1646333856000385025/c:line/m:followers.svg)

- X Week XXXXXX +0.19%
- X Month XXXXXX +1.80%
- X Months XXXXXX +48%
- X Year XXXXXX +12,099%

### CreatorRank: XXXXXXX [#](/creator/twitter::1646333856000385025/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1646333856000385025/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1646333856000385025/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #6106 [stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[bitcoin](/topic/bitcoin) #2442, [acquisition](/topic/acquisition) 0.51%, [mstr](/topic/mstr) #300, [fixed income](/topic/fixed-income) #230, [fiat](/topic/fiat) 0.34%, [byd](/topic/byd) #401, [unrealized gains](/topic/unrealized-gains) 0.34%, [$mstr](/topic/$mstr) 0.34%, [balance sheet](/topic/balance-sheet) 0.34%, [simon](/topic/simon) XXXX%

**Top accounts mentioned or mentioned by**
[@actuallyclimber](/creator/undefined) [@stellareconomy](/creator/undefined) [@adambliv](/creator/undefined) [@metaplanetjp](/creator/undefined) [@cam282930](/creator/undefined) [@btcbreadman](/creator/undefined) [@edwardjjiang](/creator/undefined) [@80iqmindset](/creator/undefined) [@shippoutdoor](/creator/undefined) [@mikesmlw](/creator/undefined) [@hermeslux](/creator/undefined) [@mstrstrategy](/creator/undefined) [@joshmandell6](/creator/undefined) [@gma530](/creator/undefined) [@jakub_ai_art](/creator/undefined) [@civic108](/creator/undefined) [@g_stacks_sats](/creator/undefined) [@dylanleclair](/creator/undefined) [@grok](/creator/undefined) [@thebtcminingguy](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Metaplanet Inc. (MTPLF)](/topic/$mtplf)
### Top Social Posts [#](/creator/twitter::1646333856000385025/posts)
---
Top posts by engagements in the last XX hours

"Metaplanet is suspending XX to XX series of stock acquisitions and exploring other financing options while staying laser focused on increasing Bitcoin per share and shareholder value. Grateful for this kind of leadership and communication from Simon πŸ™"  
[X Link](https://x.com/BTCBULLRIDER/status/1976642743406645592) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-10T13:35Z 22.3K followers, 8699 engagements


"@LosAngelesHODL @AdamBLiv @Bitcoin_Baddie_ 🫑"  
[X Link](https://x.com/BTCBULLRIDER/status/1978317029955273142) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-15T04:28Z 22.3K followers, XX engagements


"@JesseKobernick They already got the cash from the latest raise. How's it any different from raising cash and buying office equipments and machinery when the end result spits out more cash/Bitcoin"  
[X Link](https://x.com/BTCBULLRIDER/status/1978632611632415194) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-16T01:22Z 22.3K followers, XXX engagements


"@BTC_broo @MoheganBitcoin "The ICE U.S. Dollar Index measures the dollar against a basket of major currencies: the euro Japanese yen British pound Canadian dollar Swedish krona and Swiss franc. Data is as of X p.m. Eastern on June 30." Per the caption"  
[X Link](https://x.com/BTCBULLRIDER/status/1973177404505158107) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-01T00:05Z 22.3K followers, XXX engagements


"The amount of mental illness in this space is concerning. Keep cool and stay healthy my friendsπŸ™"  
[X Link](https://x.com/BTCBULLRIDER/status/1977789715316392284) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-13T17:33Z 22.3K followers, 3483 engagements


"Mr. Beast the worlds largest YouTuber just re-uploaded a video that he did XX years ago. In this video he only had 8K subscribers and kept on repeating that he hopes to hit X million subscribers in XX years. Well XX years later was today. And today he has 443M subscribers. So what does this have to do with Bitcoin Humans are not good thinking long term and in exponential fashion. Where do YOU think we are in XX years time"  
[X Link](https://x.com/BTCBULLRIDER/status/1974512295947677877) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-04T16:29Z 22.3K followers, 5467 engagements


"As Dylan clearly states here Metaplanet only judges itself on increasing Bitcoin per share. Notice he didnt mention anything about short term stock price (hint: he cant control that nor is it legal to speculate upon your own stocks share price)"  
[X Link](https://x.com/BTCBULLRIDER/status/1978623592817369313) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-16T00:46Z 22.3K followers, 13.8K engagements


"Strive went public one week ago. Just a week later they announced the fastest merger in US capital markets history. This is how Strive acquired over 5000 Bitcoin via it's merger with Semler Scientific (and what this means for the future of Bitcoin Treasury Companies). A 🧡:"  
[X Link](https://x.com/BTCBULLRIDER/status/1970609242102198368) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-09-23T22:00Z 22.3K followers, 4887 engagements


"If Metaplanets mNAV currently below X you are literally betting that: A) Bitcoin will crash from here (right after a historical flush) B) Metaplanet will not find ways to generate yield (they have with their Bitcoin Income Generation strategy). C) Metaplanet wont be able to issue preferreds at very low interest rates and use the proceeds to immediately buy more Bitcoin thus pushing mNAV even lower. Let me know if there is any flaws in logic πŸ‘‡"  
[X Link](https://x.com/BTCBULLRIDER/status/1978119271827030172) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-14T15:22Z 22.3K followers, 31.3K engagements


"@HermesLux @PunterJeff Can't have your cake and eat it too. You can only sell credit off the back of the Bitcoin NAV of the equity"  
[X Link](https://x.com/BTCBULLRIDER/status/1975982652579799094) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-08T17:52Z 22.3K followers, XXX engagements


"The Book of Daniel reads like a psychedelic trip. The crazy part is how well the prophecies lined up to historical accuracy. We live in weird times but regardless its never been wiser to follow Jesus and be steadfast in your faith πŸ™"  
[X Link](https://x.com/BTCBULLRIDER/status/1978856997706408080) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-16T16:14Z 22.3K followers, 2503 engagements


"2/ Fastest Merger Ever From the words of our banker this was the fastest merger theyve ever seen. Matt Cole (CEO of Strive) Strive IPOd last Monday. By the following Monday they had already announced an acquisition with Semler Scientific. That has NEVER been done in U.S. capital markets history Some say that Bitcoin moves in dog years. This deal represents that speed and will forever be known as the first major Bitcoin Treasury M&A deal"  
[X Link](https://x.com/BTCBULLRIDER/status/1970609247995166994) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-09-23T22:00Z 22.3K followers, XXX engagements


"@thapaashish @AdamBLiv @Bitcoin_Baddie_ 🫑"  
[X Link](https://x.com/BTCBULLRIDER/status/1978320193408643350) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-15T04:41Z 22.3K followers, XX engagements


"@Bitcoin_Baddie_ @AdamBLiv Sometimes it feels like Adam and I are the only ones screaming into the abyss on here πŸ˜‚"  
[X Link](https://x.com/BTCBULLRIDER/status/1978316047758291204) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-15T04:24Z 22.3K followers, 1142 engagements


"This is probably the most underrated slide in Metaplanet's recent presentation. Let me help you read in-between the lines: 1) Like MSTR they will likely target multiple different pools of the fixed income market in Japan. 2) They have consistently talked about a X% yield product. At a rather conservative XX% CAGR for Bitcoin that is equivalent to a XXXX NAV. 3) I imagine a highly valuable preferred would be one that competes with Japanese money markets (which is currently averaging about 0.5%). Even with a preferred issued at a X% yield and a XX% CAGR for Bitcoin that is equivalent to a 11.5"  
[X Link](https://x.com/BTCBULLRIDER/status/1976057160288321976) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-08T22:48Z 22.3K followers, 18.7K engagements


"This is not dissimilar to what Simon did at Goldman. They have consistently outperformed their guidance whih makes me think that they have at least some ideas on how to project it out. Also in their Bitcoin Income Generation disclosures they state that it is a) to buy Bitcoin at a discount and b) to pay their preferreds"  
[X Link](https://x.com/BTCBULLRIDER/status/1978652865892843607) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-16T02:42Z 22.3K followers, XXX engagements


"I have been listening to AI songs all week. They are THAT good πŸ”₯"  
[X Link](https://x.com/BTCBULLRIDER/status/1978654738989162966) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-16T02:50Z 22.3K followers, 2794 engagements


"I have yet to meet an angry Metaplanet shareholder who can point to poor execution by the Metaplanet team. If we are being picky I'd say their guidance of doing targeting a 3x-5x mNAV was a bit ambitious. However that was a) a TARGET and b) reasonable at the time given it's short history of previous mNAVs. Other than that what clear metrics did they fall short on Please use their detailed analytics page and educate me"  
[X Link](https://x.com/BTCBULLRIDER/status/1975747172437233986) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-08T02:16Z 22.3K followers, 28.3K engagements


"If you are a Bitcoin Treasury Company who wants to be a serious player you need to get out your preferreds this cycle. Otherwise you will be an acquisition target"  
[X Link](https://x.com/BTCBULLRIDER/status/1976343847857946934) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-09T17:47Z 22.3K followers, 5458 engagements


"@ActuallyClimber Not a bad idea but if telegraphed publicly the short sellers could find a "infinite money glitch". Metaplanet already ran into issues whenever they telegraphed price intent in the past"  
[X Link](https://x.com/BTCBULLRIDER/status/1979241742181503443) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-17T17:42Z 22.3K followers, 1645 engagements


"@JesseKobernick I'm asking why the market won't treat it as a profitable operating business"  
[X Link](https://x.com/BTCBULLRIDER/status/1978639814099669155) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-16T01:51Z 22.3K followers, XXX engagements


"Metaplanet upwardly revised their Bitcoin Income Generation forecast for Fiscal Year 2025 due to strong outperformance. Here are the details: Previous Forecast (announced February XX 2025): Consolidated Revenue: JPY XXX billion Consolidated Operating Profit: JPY XXX billion Revised Forecast:Consolidated Revenue: JPY XXX billion (+100% from previous) Consolidated Operating Profit: JPY XXX billion (+88% from previous) Note that the Bitcoin Income Generation is used for X parts: 1) To acquire more Bitcoin at a lower cost basis. 2) To pay the dividends on the upcoming preferreds"  
[X Link](https://x.com/BTCBULLRIDER/status/1976358157946585365) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-09T18:44Z 22.3K followers, 12.6K engagements


"mNAV has always been a hot topic of discussion. Here is how I think of it now: 1) mNAV above X is a belief in the management that they can generate a Bitcoin Yield which will increase your Bitcoin per share. 2) When you purchase a Bitcoin Treasury Company with a mNAV X you need to calculate it in terms of Bitcoin. For example buying a BTCTC at mNAV of X means youre paying twice the Bitcoin-denominated price of its NAV. The trade makes sense ONLY if you expect management to grow Bitcoin per share by MORE than 2x over your holding period or if the premium (mNAV) itself expands further as"  
[X Link](https://x.com/BTCBULLRIDER/status/1978213074831360197) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-14T21:35Z 22.3K followers, 13K engagements


"@kinetic_finance Crushing it"  
[X Link](https://x.com/BTCBULLRIDER/status/1979012535312400539) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-17T02:32Z 22.3K followers, XXX engagements


"Metaplanet will help fix this"  
[X Link](https://x.com/BTCBULLRIDER/status/1975676899838791915) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-07T21:37Z 22.3K followers, 14.5K engagements


"Dylan LeClair just hopped onto Spaces to explain Metaplanet's new XXX (AKA "Go Go Go" Plan). But this hour of alpha wasnt just him reading off the slides. Here's everything you missed (and why you need to listen to it ASAP). A 🧡:"  
[X Link](https://x.com/BTCBULLRIDER/status/1932601000281747937) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-06-11T00:49Z 22.3K followers, 124.6K engagements


"@OldSkoolVita Hmm thats a fair question. I was basing it off of their analytics page. Ill have to dig a bit. Thanks"  
[X Link](https://x.com/BTCBULLRIDER/status/1978123500616400912) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-14T15:39Z 22.3K followers, 1932 engagements


"@w_s_bitcoin Sir this is a Taco Bell"  
[X Link](https://x.com/BTCBULLRIDER/status/1978518817190883799) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-15T17:50Z 22.3K followers, XXX engagements


"Wen USA buying Bitcoin πŸ‘€"  
[X Link](https://x.com/BTCBULLRIDER/status/1977728984013062266) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-13T13:31Z 22.3K followers, 1580 engagements


"I actually watched the video and it is quite good. Here is what I agree with: If your starting point is a high mNAV it would be difficult for you to get back your investment in Bitcoin terms. That said there are some helpful (but not perfect) formulas to help you calculate how quickly you can grow into your mNAV via Adam Back's "mNAV days to cover" and Jesse Myer's "P BYD" metrics. Here is where we differ in option: I am primarily a Metaplanet bull (as opposed to MSTR even though I still own it) because I think they have more growth potential. 1) They actually have an income generation"  
[X Link](https://x.com/BTCBULLRIDER/status/1978154060370039007) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-14T17:40Z 22.3K followers, 19.4K engagements


"Fidelity's Gold vs. Bitcoin vs. Fiat table is still one of the best orange pilling slides πŸ”₯"  
[X Link](https://x.com/BTCBULLRIDER/status/1976704592504406289) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-10T17:41Z 22.3K followers, 3475 engagements


"Dylan LeClair just dropped an epic Metaplanet presentation that is rich in alpha. Here is a summary with my added thoughts. (Please share via retweet if you find this valuable for fellow Metaplant shareholders) A 🧡:"  
[X Link](https://x.com/BTCBULLRIDER/status/1930016075753590945) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-06-03T21:37Z 22.3K followers, 72.5K engagements


"I dont think you realize how significant this is. This IRS guidance (issued Sept XX 2025) clarifies that unrealized gains/losses on digital assets like Bitcoin are excluded from Corporate Alternative Minimum Tax (CAMT) calculations for large corps. For MSTR (Strategy) this means no CAMT on their $16B Bitcoin holdings' unrealized gains avoiding potential XX% tax and supporting their hold strategy. Other US Bitcoin treasury firms (e.g. potential adopters) get similar tax relief encouraging corporate BTC accumulation without unrealized gain penalties"  
[X Link](https://x.com/BTCBULLRIDER/status/1973389847604896252) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-01T14:09Z 22.3K followers, 99.1K engagements


"Here is where a lot of Metaplanet skeptics get wrong: You should care far less about short term price action and much more about Bitcoin per share. Here's the math: Currently each Metaplanet share represents roughly 2149 sats. When Bitcoin reaches $1000000 that means each share would be worth about $XXXXX. When they started this strategy just XX months ago their Bitcoin per share was only XX sats. Said another way they increased their Bitcoin/share by a factor of 46.7X Obviously they are not done generating Bitcoin yield (which increases Bitcoin per share). Metaplanet is rushing to raise"  
[X Link](https://x.com/BTCBULLRIDER/status/1975712328328094108) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-07T23:58Z 22.3K followers, 54.3K engagements


"Metaplanet is targeting XX% of NAV to issue preferreds. Current NAV: $XXXX Billion. Targeted preferred (at XX% of NAV): $XXX Million. # of New Bitcoin Purchase (assuming $125K/Bitcoin): 7520"  
[X Link](https://x.com/BTCBULLRIDER/status/1975739730873754013) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-08T01:47Z 22.3K followers, 12.1K engagements


"Rule #1: Dont kick a man when he is down. Rule #2: Dont gloat when you are winning. Stay humble and be kind πŸ™"  
[X Link](https://x.com/BTCBULLRIDER/status/1978137969568391562) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-14T16:36Z 22.3K followers, 7199 engagements


"4/ Community = Cultural Torque Community is probably the most undervalued metric in Bitcoin Treasury Company valuations. Andrew From a company's perspective there are X types of leverage: X. Financial leverage X. Technological leverage X. Social leverage An online community the combination of Technological leverage and Social leverage. Smarter Web is a clear leader in this area as they have been more transparent and communicative than even MSTR or Metaplanet. Thats why retail keeps them above X MNAV despite the global mNAV compression. That is because investors trust them to keep stacking and"  
[X Link](https://x.com/BTCBULLRIDER/status/1969487464038609357) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-09-20T19:42Z 22.3K followers, XXX engagements


"If you should be paid by the size of the problem you solve then how much should MSTR be paid to help solve the $XXX Trillion dollar fixed income problem πŸ€”"  
[X Link](https://x.com/BTCBULLRIDER/status/1976643127017648224) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-10T13:37Z 22.3K followers, 1873 engagements


"Smarter Web's newly minted Head of Bitcoin Strategy Jesse Myers was just on The Bitcoin Matrix podcast to discuss the current Bitcoin Treasury Companies (BTCTC) landscape. Cedric asked Jesse a wide range of topics - from P BYD as the new P/E to what BTCTCs will look like XX years from now. Here's a breakdown of everything you need to know (with my added commentary). A 🧡:"  
[X Link](https://x.com/BTCBULLRIDER/status/1958551253879054362) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-08-21T15:26Z 22.3K followers, 23.6K engagements


"Very deep thoughts by RyQuant regarding how all of MSTR's debt instruments are still actually future equity obligations. This is where Metaplanet differs where they have their existing Bitcoin Income Generation strategy via their CSP options writing AND actively looking for other cashflowing opportunities to pay for preferred's interest payments"  
[X Link](https://x.com/BTCBULLRIDER/status/1979260119734194311) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-17T18:56Z 22.3K followers, 4512 engagements


"@sunny051488 @WatcherGuru Whats your year end target Sunny"  
[X Link](https://x.com/BTCBULLRIDER/status/1979215038360752404) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-17T15:56Z 22.3K followers, XXX engagements


"1/ Why Semler Scientific Semler was the second U.S. publicly traded company to become a Bitcoin Treasury Company (after MSTR of course). They held 5000+ BTC and have been trading below X mNAV. When you combine that with Strives clean balance sheet you get scale optionality and accretive growth in Bitcoin per share. This wasnt a random deal. It was a strategic one"  
[X Link](https://x.com/BTCBULLRIDER/status/1970609245130482084) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-09-23T22:00Z 22.3K followers, XXX engagements


"For some context Metaplanet was a $XX million dollar market cap company when they started their Bitcoin strategy just XX months ago"  
[X Link](https://x.com/BTCBULLRIDER/status/1975285197152395505) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-06T19:41Z 22.3K followers, 13.9K engagements


"A quick and dirty guide to compare Bitcoin Treasury Companies: Step 1: The Core Metric The key metric for any BTCTC is "Bitcoin per share". MSTR: 200K sats/share Metaplanet: 2150 sats/share Step 2: Sats per $X To compare apples to apples divide "Bitcoin per share" by the current stock price. This tells you how many sats your dollar buys today. MSTR 200K / $XXX = XXX sats per $X Metaplanet 2150 / XXX XXX sats per $X (Notice how close they are.) Step 3: Growth Potential Both firms are still growing their Bitcoin per share (but theyre at very different life stages). MSTR: Already holds 640K BTC"  
[X Link](https://x.com/BTCBULLRIDER/status/1975994451135955253) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-08T18:39Z 22.3K followers, 23.4K engagements


"@JesseKobernick @ryQuant He is saying that because the dividends are paid via equity ATM the div obligations are still future equity dilution for MSTR. I like Metaplanet's CSP options writing approach better for this very reason"  
[X Link](https://x.com/BTCBULLRIDER/status/1979260540397719813) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-17T18:57Z 22.3K followers, XXX engagements


"Is Josh Mandells $444K price target really that outrageous for this cycle Remember Bitcoin Treasury Companies sucked up X million Bitcoin before XX% of Wall Street even knows what they are. On top of that the second largest asset manager in the world (Vanguard) is finally capitulating to Bitcoin. Whats your opinion on market top"  
[X Link](https://x.com/BTCBULLRIDER/status/1973401369278341337) [@BTCBULLRIDER](/creator/x/BTCBULLRIDER) 2025-10-01T14:55Z 22.3K followers, 17.2K 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.]

@BTCBULLRIDER Avatar @BTCBULLRIDER Peter Duan 🌎 πŸš€

Peter Duan 🌎 πŸš€ posts on X about bitcoin, acquisition, mstr, fixed income the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXX -XX%
  • X Months XXXXXXXXX -XX%
  • X Year XXXXXXXXXX +854,353%

Mentions: XX #

Mentions Line Chart

  • X Week XX +2.40%
  • X Month XXX +42%
  • X Months XXX -XX%
  • X Year XXXXX +35,800%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.19%
  • X Month XXXXXX +1.80%
  • X Months XXXXXX +48%
  • X Year XXXXXX +12,099%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence cryptocurrencies #6106 stocks XXXX% finance XXXX% automotive brands XXXX% currencies XXXX% countries XXXX% exchanges XXXX%

Social topic influence bitcoin #2442, acquisition 0.51%, mstr #300, fixed income #230, fiat 0.34%, byd #401, unrealized gains 0.34%, $mstr 0.34%, balance sheet 0.34%, simon XXXX%

Top accounts mentioned or mentioned by @actuallyclimber @stellareconomy @adambliv @metaplanetjp @cam282930 @btcbreadman @edwardjjiang @80iqmindset @shippoutdoor @mikesmlw @hermeslux @mstrstrategy @joshmandell6 @gma530 @jakub_ai_art @civic108 @g_stacks_sats @dylanleclair @grok @thebtcminingguy

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Metaplanet Inc. (MTPLF)

Top Social Posts #


Top posts by engagements in the last XX hours

"Metaplanet is suspending XX to XX series of stock acquisitions and exploring other financing options while staying laser focused on increasing Bitcoin per share and shareholder value. Grateful for this kind of leadership and communication from Simon πŸ™"
X Link @BTCBULLRIDER 2025-10-10T13:35Z 22.3K followers, 8699 engagements

"@LosAngelesHODL @AdamBLiv @Bitcoin_Baddie_ 🫑"
X Link @BTCBULLRIDER 2025-10-15T04:28Z 22.3K followers, XX engagements

"@JesseKobernick They already got the cash from the latest raise. How's it any different from raising cash and buying office equipments and machinery when the end result spits out more cash/Bitcoin"
X Link @BTCBULLRIDER 2025-10-16T01:22Z 22.3K followers, XXX engagements

"@BTC_broo @MoheganBitcoin "The ICE U.S. Dollar Index measures the dollar against a basket of major currencies: the euro Japanese yen British pound Canadian dollar Swedish krona and Swiss franc. Data is as of X p.m. Eastern on June 30." Per the caption"
X Link @BTCBULLRIDER 2025-10-01T00:05Z 22.3K followers, XXX engagements

"The amount of mental illness in this space is concerning. Keep cool and stay healthy my friendsπŸ™"
X Link @BTCBULLRIDER 2025-10-13T17:33Z 22.3K followers, 3483 engagements

"Mr. Beast the worlds largest YouTuber just re-uploaded a video that he did XX years ago. In this video he only had 8K subscribers and kept on repeating that he hopes to hit X million subscribers in XX years. Well XX years later was today. And today he has 443M subscribers. So what does this have to do with Bitcoin Humans are not good thinking long term and in exponential fashion. Where do YOU think we are in XX years time"
X Link @BTCBULLRIDER 2025-10-04T16:29Z 22.3K followers, 5467 engagements

"As Dylan clearly states here Metaplanet only judges itself on increasing Bitcoin per share. Notice he didnt mention anything about short term stock price (hint: he cant control that nor is it legal to speculate upon your own stocks share price)"
X Link @BTCBULLRIDER 2025-10-16T00:46Z 22.3K followers, 13.8K engagements

"Strive went public one week ago. Just a week later they announced the fastest merger in US capital markets history. This is how Strive acquired over 5000 Bitcoin via it's merger with Semler Scientific (and what this means for the future of Bitcoin Treasury Companies). A 🧡:"
X Link @BTCBULLRIDER 2025-09-23T22:00Z 22.3K followers, 4887 engagements

"If Metaplanets mNAV currently below X you are literally betting that: A) Bitcoin will crash from here (right after a historical flush) B) Metaplanet will not find ways to generate yield (they have with their Bitcoin Income Generation strategy). C) Metaplanet wont be able to issue preferreds at very low interest rates and use the proceeds to immediately buy more Bitcoin thus pushing mNAV even lower. Let me know if there is any flaws in logic πŸ‘‡"
X Link @BTCBULLRIDER 2025-10-14T15:22Z 22.3K followers, 31.3K engagements

"@HermesLux @PunterJeff Can't have your cake and eat it too. You can only sell credit off the back of the Bitcoin NAV of the equity"
X Link @BTCBULLRIDER 2025-10-08T17:52Z 22.3K followers, XXX engagements

"The Book of Daniel reads like a psychedelic trip. The crazy part is how well the prophecies lined up to historical accuracy. We live in weird times but regardless its never been wiser to follow Jesus and be steadfast in your faith πŸ™"
X Link @BTCBULLRIDER 2025-10-16T16:14Z 22.3K followers, 2503 engagements

"2/ Fastest Merger Ever From the words of our banker this was the fastest merger theyve ever seen. Matt Cole (CEO of Strive) Strive IPOd last Monday. By the following Monday they had already announced an acquisition with Semler Scientific. That has NEVER been done in U.S. capital markets history Some say that Bitcoin moves in dog years. This deal represents that speed and will forever be known as the first major Bitcoin Treasury M&A deal"
X Link @BTCBULLRIDER 2025-09-23T22:00Z 22.3K followers, XXX engagements

"@thapaashish @AdamBLiv @Bitcoin_Baddie_ 🫑"
X Link @BTCBULLRIDER 2025-10-15T04:41Z 22.3K followers, XX engagements

"@Bitcoin_Baddie_ @AdamBLiv Sometimes it feels like Adam and I are the only ones screaming into the abyss on here πŸ˜‚"
X Link @BTCBULLRIDER 2025-10-15T04:24Z 22.3K followers, 1142 engagements

"This is probably the most underrated slide in Metaplanet's recent presentation. Let me help you read in-between the lines: 1) Like MSTR they will likely target multiple different pools of the fixed income market in Japan. 2) They have consistently talked about a X% yield product. At a rather conservative XX% CAGR for Bitcoin that is equivalent to a XXXX NAV. 3) I imagine a highly valuable preferred would be one that competes with Japanese money markets (which is currently averaging about 0.5%). Even with a preferred issued at a X% yield and a XX% CAGR for Bitcoin that is equivalent to a 11.5"
X Link @BTCBULLRIDER 2025-10-08T22:48Z 22.3K followers, 18.7K engagements

"This is not dissimilar to what Simon did at Goldman. They have consistently outperformed their guidance whih makes me think that they have at least some ideas on how to project it out. Also in their Bitcoin Income Generation disclosures they state that it is a) to buy Bitcoin at a discount and b) to pay their preferreds"
X Link @BTCBULLRIDER 2025-10-16T02:42Z 22.3K followers, XXX engagements

"I have been listening to AI songs all week. They are THAT good πŸ”₯"
X Link @BTCBULLRIDER 2025-10-16T02:50Z 22.3K followers, 2794 engagements

"I have yet to meet an angry Metaplanet shareholder who can point to poor execution by the Metaplanet team. If we are being picky I'd say their guidance of doing targeting a 3x-5x mNAV was a bit ambitious. However that was a) a TARGET and b) reasonable at the time given it's short history of previous mNAVs. Other than that what clear metrics did they fall short on Please use their detailed analytics page and educate me"
X Link @BTCBULLRIDER 2025-10-08T02:16Z 22.3K followers, 28.3K engagements

"If you are a Bitcoin Treasury Company who wants to be a serious player you need to get out your preferreds this cycle. Otherwise you will be an acquisition target"
X Link @BTCBULLRIDER 2025-10-09T17:47Z 22.3K followers, 5458 engagements

"@ActuallyClimber Not a bad idea but if telegraphed publicly the short sellers could find a "infinite money glitch". Metaplanet already ran into issues whenever they telegraphed price intent in the past"
X Link @BTCBULLRIDER 2025-10-17T17:42Z 22.3K followers, 1645 engagements

"@JesseKobernick I'm asking why the market won't treat it as a profitable operating business"
X Link @BTCBULLRIDER 2025-10-16T01:51Z 22.3K followers, XXX engagements

"Metaplanet upwardly revised their Bitcoin Income Generation forecast for Fiscal Year 2025 due to strong outperformance. Here are the details: Previous Forecast (announced February XX 2025): Consolidated Revenue: JPY XXX billion Consolidated Operating Profit: JPY XXX billion Revised Forecast:Consolidated Revenue: JPY XXX billion (+100% from previous) Consolidated Operating Profit: JPY XXX billion (+88% from previous) Note that the Bitcoin Income Generation is used for X parts: 1) To acquire more Bitcoin at a lower cost basis. 2) To pay the dividends on the upcoming preferreds"
X Link @BTCBULLRIDER 2025-10-09T18:44Z 22.3K followers, 12.6K engagements

"mNAV has always been a hot topic of discussion. Here is how I think of it now: 1) mNAV above X is a belief in the management that they can generate a Bitcoin Yield which will increase your Bitcoin per share. 2) When you purchase a Bitcoin Treasury Company with a mNAV X you need to calculate it in terms of Bitcoin. For example buying a BTCTC at mNAV of X means youre paying twice the Bitcoin-denominated price of its NAV. The trade makes sense ONLY if you expect management to grow Bitcoin per share by MORE than 2x over your holding period or if the premium (mNAV) itself expands further as"
X Link @BTCBULLRIDER 2025-10-14T21:35Z 22.3K followers, 13K engagements

"@kinetic_finance Crushing it"
X Link @BTCBULLRIDER 2025-10-17T02:32Z 22.3K followers, XXX engagements

"Metaplanet will help fix this"
X Link @BTCBULLRIDER 2025-10-07T21:37Z 22.3K followers, 14.5K engagements

"Dylan LeClair just hopped onto Spaces to explain Metaplanet's new XXX (AKA "Go Go Go" Plan). But this hour of alpha wasnt just him reading off the slides. Here's everything you missed (and why you need to listen to it ASAP). A 🧡:"
X Link @BTCBULLRIDER 2025-06-11T00:49Z 22.3K followers, 124.6K engagements

"@OldSkoolVita Hmm thats a fair question. I was basing it off of their analytics page. Ill have to dig a bit. Thanks"
X Link @BTCBULLRIDER 2025-10-14T15:39Z 22.3K followers, 1932 engagements

"@w_s_bitcoin Sir this is a Taco Bell"
X Link @BTCBULLRIDER 2025-10-15T17:50Z 22.3K followers, XXX engagements

"Wen USA buying Bitcoin πŸ‘€"
X Link @BTCBULLRIDER 2025-10-13T13:31Z 22.3K followers, 1580 engagements

"I actually watched the video and it is quite good. Here is what I agree with: If your starting point is a high mNAV it would be difficult for you to get back your investment in Bitcoin terms. That said there are some helpful (but not perfect) formulas to help you calculate how quickly you can grow into your mNAV via Adam Back's "mNAV days to cover" and Jesse Myer's "P BYD" metrics. Here is where we differ in option: I am primarily a Metaplanet bull (as opposed to MSTR even though I still own it) because I think they have more growth potential. 1) They actually have an income generation"
X Link @BTCBULLRIDER 2025-10-14T17:40Z 22.3K followers, 19.4K engagements

"Fidelity's Gold vs. Bitcoin vs. Fiat table is still one of the best orange pilling slides πŸ”₯"
X Link @BTCBULLRIDER 2025-10-10T17:41Z 22.3K followers, 3475 engagements

"Dylan LeClair just dropped an epic Metaplanet presentation that is rich in alpha. Here is a summary with my added thoughts. (Please share via retweet if you find this valuable for fellow Metaplant shareholders) A 🧡:"
X Link @BTCBULLRIDER 2025-06-03T21:37Z 22.3K followers, 72.5K engagements

"I dont think you realize how significant this is. This IRS guidance (issued Sept XX 2025) clarifies that unrealized gains/losses on digital assets like Bitcoin are excluded from Corporate Alternative Minimum Tax (CAMT) calculations for large corps. For MSTR (Strategy) this means no CAMT on their $16B Bitcoin holdings' unrealized gains avoiding potential XX% tax and supporting their hold strategy. Other US Bitcoin treasury firms (e.g. potential adopters) get similar tax relief encouraging corporate BTC accumulation without unrealized gain penalties"
X Link @BTCBULLRIDER 2025-10-01T14:09Z 22.3K followers, 99.1K engagements

"Here is where a lot of Metaplanet skeptics get wrong: You should care far less about short term price action and much more about Bitcoin per share. Here's the math: Currently each Metaplanet share represents roughly 2149 sats. When Bitcoin reaches $1000000 that means each share would be worth about $XXXXX. When they started this strategy just XX months ago their Bitcoin per share was only XX sats. Said another way they increased their Bitcoin/share by a factor of 46.7X Obviously they are not done generating Bitcoin yield (which increases Bitcoin per share). Metaplanet is rushing to raise"
X Link @BTCBULLRIDER 2025-10-07T23:58Z 22.3K followers, 54.3K engagements

"Metaplanet is targeting XX% of NAV to issue preferreds. Current NAV: $XXXX Billion. Targeted preferred (at XX% of NAV): $XXX Million. # of New Bitcoin Purchase (assuming $125K/Bitcoin): 7520"
X Link @BTCBULLRIDER 2025-10-08T01:47Z 22.3K followers, 12.1K engagements

"Rule #1: Dont kick a man when he is down. Rule #2: Dont gloat when you are winning. Stay humble and be kind πŸ™"
X Link @BTCBULLRIDER 2025-10-14T16:36Z 22.3K followers, 7199 engagements

"4/ Community = Cultural Torque Community is probably the most undervalued metric in Bitcoin Treasury Company valuations. Andrew From a company's perspective there are X types of leverage: X. Financial leverage X. Technological leverage X. Social leverage An online community the combination of Technological leverage and Social leverage. Smarter Web is a clear leader in this area as they have been more transparent and communicative than even MSTR or Metaplanet. Thats why retail keeps them above X MNAV despite the global mNAV compression. That is because investors trust them to keep stacking and"
X Link @BTCBULLRIDER 2025-09-20T19:42Z 22.3K followers, XXX engagements

"If you should be paid by the size of the problem you solve then how much should MSTR be paid to help solve the $XXX Trillion dollar fixed income problem πŸ€”"
X Link @BTCBULLRIDER 2025-10-10T13:37Z 22.3K followers, 1873 engagements

"Smarter Web's newly minted Head of Bitcoin Strategy Jesse Myers was just on The Bitcoin Matrix podcast to discuss the current Bitcoin Treasury Companies (BTCTC) landscape. Cedric asked Jesse a wide range of topics - from P BYD as the new P/E to what BTCTCs will look like XX years from now. Here's a breakdown of everything you need to know (with my added commentary). A 🧡:"
X Link @BTCBULLRIDER 2025-08-21T15:26Z 22.3K followers, 23.6K engagements

"Very deep thoughts by RyQuant regarding how all of MSTR's debt instruments are still actually future equity obligations. This is where Metaplanet differs where they have their existing Bitcoin Income Generation strategy via their CSP options writing AND actively looking for other cashflowing opportunities to pay for preferred's interest payments"
X Link @BTCBULLRIDER 2025-10-17T18:56Z 22.3K followers, 4512 engagements

"@sunny051488 @WatcherGuru Whats your year end target Sunny"
X Link @BTCBULLRIDER 2025-10-17T15:56Z 22.3K followers, XXX engagements

"1/ Why Semler Scientific Semler was the second U.S. publicly traded company to become a Bitcoin Treasury Company (after MSTR of course). They held 5000+ BTC and have been trading below X mNAV. When you combine that with Strives clean balance sheet you get scale optionality and accretive growth in Bitcoin per share. This wasnt a random deal. It was a strategic one"
X Link @BTCBULLRIDER 2025-09-23T22:00Z 22.3K followers, XXX engagements

"For some context Metaplanet was a $XX million dollar market cap company when they started their Bitcoin strategy just XX months ago"
X Link @BTCBULLRIDER 2025-10-06T19:41Z 22.3K followers, 13.9K engagements

"A quick and dirty guide to compare Bitcoin Treasury Companies: Step 1: The Core Metric The key metric for any BTCTC is "Bitcoin per share". MSTR: 200K sats/share Metaplanet: 2150 sats/share Step 2: Sats per $X To compare apples to apples divide "Bitcoin per share" by the current stock price. This tells you how many sats your dollar buys today. MSTR 200K / $XXX = XXX sats per $X Metaplanet 2150 / XXX XXX sats per $X (Notice how close they are.) Step 3: Growth Potential Both firms are still growing their Bitcoin per share (but theyre at very different life stages). MSTR: Already holds 640K BTC"
X Link @BTCBULLRIDER 2025-10-08T18:39Z 22.3K followers, 23.4K engagements

"@JesseKobernick @ryQuant He is saying that because the dividends are paid via equity ATM the div obligations are still future equity dilution for MSTR. I like Metaplanet's CSP options writing approach better for this very reason"
X Link @BTCBULLRIDER 2025-10-17T18:57Z 22.3K followers, XXX engagements

"Is Josh Mandells $444K price target really that outrageous for this cycle Remember Bitcoin Treasury Companies sucked up X million Bitcoin before XX% of Wall Street even knows what they are. On top of that the second largest asset manager in the world (Vanguard) is finally capitulating to Bitcoin. Whats your opinion on market top"
X Link @BTCBULLRIDER 2025-10-01T14:55Z 22.3K followers, 17.2K engagements

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