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# ![@CestrianInc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1141822758847963136.png) @CestrianInc Cestrian Capital Research, Inc

Cestrian Capital Research, Inc posts on X about $sbet, bmnr, $bmnr, $ethe the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1141822758847963136/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1141822758847963136/c:line/m:interactions.svg)

- X Week XXXXXX +211%
- X Month XXXXXXX +709%
- X Months XXXXXXX +73%
- X Year XXXXXXX +304%

### Mentions: XX [#](/creator/twitter::1141822758847963136/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1141822758847963136/c:line/m:posts_active.svg)

- X Months XX -XX%
- X Year XXX +52%

### Followers: XXXXX [#](/creator/twitter::1141822758847963136/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1141822758847963136/c:line/m:followers.svg)

- X Week XXXXX +3.50%
- X Month XXXXX +6.10%
- X Months XXXXX +16%
- X Year XXXXX +77%

### CreatorRank: XXXXXXX [#](/creator/twitter::1141822758847963136/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1141822758847963136/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1141822758847963136/influence)
---

**Social category influence**
[stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  #4724 [finance](/list/finance)  [technology brands](/list/technology-brands)  [exchanges](/list/exchanges)  [celebrities](/list/celebrities)  [musicians](/list/musicians)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$sbet](/topic/$sbet) #63, [bmnr](/topic/bmnr) #42, [$bmnr](/topic/$bmnr) #39, [$ethe](/topic/$ethe) #5, [$eth](/topic/$eth) #498, [ethe](/topic/ethe) #9, [money](/topic/money), [ethereum](/topic/ethereum) #1376, [mstr](/topic/mstr) #464, [$ibit](/topic/$ibit)

**Top assets mentioned**
[SBET (SBET)](/topic/$sbet) [BitMine (BMNR)](/topic/$bmnr) [Grayscale Ethereum Trust (ETHE)](/topic/$ethe) [Ethereum (ETH)](/topic/$eth) [iShares BTC Trust (IBIT)](/topic/$ibit) [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/$btc) [Mario Coin (COIN)](/topic/$coin) [SharpLink Gaming (SBET)](/topic/sharplink) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [ETHA Lend (ETHA)](/topic/$etha) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [DIA (DIA)](/topic/$dia) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Fidelity BTC Trust (FBTC)](/topic/$fbtc) [BlackRock Inc (BLK)](/topic/blackrock) [Tesla, Inc. (TSLA)](/topic/$tsla) [Cloudflare, Inc. (NET)](/topic/$net) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Convex Finance (CVX)](/topic/$cvx) [Exxon Mobil (XOM)](/topic/$xom) [EQT, Corp. (EQT)](/topic/$eqt) [Microsoft Corp. (MSFT)](/topic/$msft) [Life Time Group Holdings, Inc. (LTH)](/topic/$lth) [JPMorgan Chase (JPM)](/topic/$jpm) [Lumen Technologies Inc (LUMN)](/topic/$lumn) [GameCredits (GAME)](/topic/$game) [Bitcoin Scrypt (BTCS)](/topic/$btcs)
### Top Social Posts [#](/creator/twitter::1141822758847963136/posts)
---
Top posts by engagements in the last XX hours

"$TLT what does yesterdays jobs report mean for Longer-Term Treasury Bonds No change. The jobs report yesterday is underlying bullish for $TLT I believe"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1940752801447268699) 2025-07-03 12:41:39 UTC 4264 followers, 2644 engagements


"@lord_fed Sometimes you do actually need an underlying thesis beyond pure price and volume. Doesnt happen often but get that right and you can dine out. A good one recently - @JC_ParetsX called $HOOD at $X on an X Space. Everyone else be like wut why Now 10x"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1946292269784367158) 2025-07-18 19:33:32 UTC 4282 followers, XXX engagements


"Read our full analysis here: And for more free research check out the link in our bio"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945809597664514071) 2025-07-17 11:35:34 UTC 4262 followers, XXX engagements


"@nicochristie Claude for Financial Services is min. XX seats You have a wide open market opportunity for pods w/less heads than that"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945929378208141794) 2025-07-17 19:31:32 UTC 4278 followers, 1129 engagements


"@ericjackson This $ETHA Or a different one that doesnt have a shot at $XX soon I am long the Ether complex"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945773180297101676) 2025-07-17 09:10:51 UTC 4281 followers, XXX engagements


"$SBET a potential bullish technical move is afoot. If the 8-day simple moving average moves up and over the 50-day SMA we can consider that a bullish sign. Volume is high and momentum continues to rise. I am long SBET $ETHE and $BMNR"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945193456399216703) 2025-07-15 18:47:14 UTC 4260 followers, XXX engagements


"@SpencerHakimian This is why Gilead $GILD had such problems as a business when their HIV drug actually worked"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1946329183094788101) 2025-07-18 22:00:12 UTC 4282 followers, XXX engagements


"@PeterLBrandt X should have an Anti-Portfolio corner in the style of Bessemer Ventures. Using a different handle folks could fess up all their woeful trading errors. Think of the catharsis and the schadenfreude. You could run that as a pay service"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945606195185602968) 2025-07-16 22:07:19 UTC 4276 followers, XXX engagements


"$ETH $SBET The reason so few people are billionaires is that not enough people can hold assets through a complete long-range Wave X up. Ether is in a Wave (iii) of Wave X - the most powerful part of the bull cycle. Very difficult to HODL"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945493688731185505) 2025-07-16 14:40:15 UTC 4282 followers, 3854 engagements


"$SBET regretful bagholders from the June rocket ride are likely exiting around here"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945502715636797688) 2025-07-16 15:16:07 UTC 4269 followers, 1071 engagements


"$SBET Look for support at the 8-day moving average I am long the stock and its LEAPs personally"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1946285201681695108) 2025-07-18 19:05:26 UTC 4282 followers, 2247 engagements


"@RyanDetrick Sometimes the Dow leads the way. Even if you dont trade Grandpa it is worth watching for this reason. $DIA has a clean W3 top the 8-day is rolling over with price below momentum is declining and volume looks like distribution. I am long $SDOW personally"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945612365485002837) 2025-07-16 22:31:50 UTC 4282 followers, 1153 engagements


"$SBET - to be clear I am long the name. Single-asset levered investment companies as $SBET is now together with $BMNR which I also own are based on (i) logic of rising NAV and (ii) the surrounding belief system in the same. SBETs equity raise confirms the belief"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945980085556662328) 2025-07-17 22:53:01 UTC 4282 followers, XXX engagements


"The professionalization of crypto has arrived. Ethereum is the underpinning for the opening up of 401(k)s to private markets amongst other tokenization opportunities. I am long $SBET and $ETHE personally"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945473995387621798) 2025-07-16 13:22:00 UTC 4275 followers, XXX engagements


"$TSM Q2 earnings released results - Cleared $100B of trailing twelve month revenues. - Growing that TTM revenue at +38% pa and that rate of growth is accelerating. - TTM unlevered pretax free cashflow margins are 31%. It has a little shy of $63bn net cash in the bank. Yes net cash after the bond liabilities are taken into account. In short a freight train which will be slowed down by nothing short of (i) a global downturn and/or (ii) a Chinese physical or political annexation of Taiwan. Price has run up some XX% from the April lows; risk-conscious asset managers may take profits somewhere"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945809595114418281) 2025-07-17 11:35:33 UTC 4282 followers, 1696 engagements


"$IBIT $BTC Larry Fink X Saylor X Boomers Strike Back"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945586910669295987) 2025-07-16 20:50:41 UTC 4276 followers, XXX engagements


"$BTC $IBIT Bitcoin trades nicely to Elliott Waves & Fibs over the long term. We are approaching Wave X high territory here. Yesterdays high hit the XXXXX W3 extension on this multi-year timeframe and rejected. It can go higher - but its time to be careful with new longs. If you are long Bitcoin don't forget to protect your gains"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945106075142791615) 2025-07-15 13:00:01 UTC 4223 followers, XXX engagements


"@jbulltard1 The company is issuing a ginormous ATM facility to buy gobfuls of $ETH. Market working out if that means its $MSTR v2 or just spaffing money for no reason. idk how you trade it short term but I think medium term it works out so I own stock. I already got my ball back on it"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1946219538254533015) 2025-07-18 14:44:31 UTC 4281 followers, XXX engagements


"$SBET has had a superb start to its life as an Ether treasury company. Personally I have banked all my original principal as gains. So what remains is the houses money. And that way I can relax and ride the waves from here Long $ETHE SBET and others in the Ether complex"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945504469896077821) 2025-07-16 15:23:06 UTC 4276 followers, 1097 engagements


"$ASML is holding at its 50-day SMA in premarket trading"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945449929117155376) 2025-07-16 11:46:22 UTC 4272 followers, 2312 engagements


"I get the logic and I was a professional technology investor through the dot-com boom and bust as I am now. But this is driven by BlackRock et al adopting Ethereum for tokenization. You have limited supply of the currency Ether needed to pay for transaction processing. And you have cheap dollar leverage available to scoop up that limited supply. If tokenization then ETHUSD up; and if supply is concentrated and levered then the NAV of the treasury companies will be up. Theyre just leveraged single-asset investment trusts. Yes the trend will fade in the end as every trend does but this is very"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945922208020271128) 2025-07-17 19:03:02 UTC 4274 followers, XXX engagements


"@Jake__Wujastyk I bot a couple of bull shares on this Fake News drop thanks Jake"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1946332963190268189) 2025-07-18 22:15:14 UTC 4282 followers, 1820 engagements


"$ETHE why you should never get too excited about weekend gaps in crypto. ETF option sellers and buyers can only play their game during regular trading hours. Which is why these gaps are often filled. I am long $ETHE"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1944837067315245236) 2025-07-14 19:11:04 UTC 4260 followers, XXX engagements


"@jbulltard1 just define some unique attributes of farts ensure limited supply lever up have justin bieber get involved hey presto $$$$"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945869197218623548) 2025-07-17 15:32:23 UTC 4235 followers, XX engagements


"@markoinny But the Fed mandate doesnt cover risk asset prices to the best of my knowledge; it requires them to target inflation and labor market measures doesnt it"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945614684951884040) 2025-07-16 22:41:03 UTC 4282 followers, 5363 engagements


"@VagueM62565 Pure technicals in the foreground with a potential merger with in the background (which would likely lift the valuation multiples of $TSLA whilst giving X shareholders a route to deeper liquidity)"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945720441688961252) 2025-07-17 05:41:17 UTC 4280 followers, XX engagements


"$SBET Rules are rules. Its not different because its new. I am long the stock"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1943356191393865747) 2025-07-10 17:06:36 UTC 4282 followers, 5963 engagements


"Todays Big Money Crypto Bulletin is now live No-paywall coverage of $SBET $BMNR $ETHE and more"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945237092784857229) 2025-07-15 21:40:38 UTC 4282 followers, XXX engagements


"The $NET promise of a complete Internet access fabric remains on the table. The new "bill the bots" service is another step in that direction"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945166919079780428) 2025-07-15 17:01:47 UTC 4262 followers, XXX engagements


"@CyclesWithBach This is what @grok thinks and who am I to argue Long $ETHE $SBET $BMNR and others"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945791512899400189) 2025-07-17 10:23:42 UTC 4274 followers, XXX engagements


"@Liathetrader @CharlesSchwab Try Interactive Brokers. Nobody is paying us anything and we dont benefit at all from saying that. All I would say is that amongst our large subscriber group nobody ever reports problems with $IBKR but they all have issues with the other big shops"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1943671808005148997) 2025-07-11 14:00:45 UTC 4278 followers, XXX engagements


"Dont sleep on energy. I am long $XOM $EQT $CVX $USO. @Liathetrader flagged this last week already 👇👇"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1942606931698602336) 2025-07-08 15:29:19 UTC 4282 followers, 1137 engagements


"$ETH tested the 8-day moving average this morning and found support. Bullish. I am long $ETHE $SBET $BMNR"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945107205331525709) 2025-07-15 13:04:30 UTC 4274 followers, 2064 engagements


"@emitradez @fundstrat @saylor @MicroStrategy oh man that is going to change the game for that stock"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945922822112489622) 2025-07-17 19:05:28 UTC 4274 followers, XXX engagements


"$ASML The 200-day has to hold or its a regime change in semiconductor. Rotation beckons if the 200-day fails"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945479383331864751) 2025-07-16 13:43:24 UTC 4275 followers, 2570 engagements


"$ETH $BMNR Our premium crypto service launches soon Heres what ChatGPT thinks of our work so far"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1946180621610496190) 2025-07-18 12:09:53 UTC 4282 followers, 1205 engagements


"$MSFT earnings: pretty good. Guidance for revenue to slow just a touch but RPO (order book value) is growing faster than recognized revenue (34% vs XX% QoQ XX% TTM) & is now XXX% of TTM revenue. Where RPO growth goes the rate of revenue growth usually follows. Stock dumped X% post-earnings. I am not sure this will last"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1885414350153793840) 2025-01-31 19:46:25 UTC 4282 followers, XXX engagements


"@VagueM62565 Well look it depends. $MSTR is up huge so it worked whatever you think of the fundamentals. I suspect it will work again at least with $BMNR and $SBET. I am long both. I think you underestimate retail investors btw who are much sharper these days because of X and such"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1946003393006190692) 2025-07-18 00:25:38 UTC 4274 followers, XX engagements


"This was the first of our Everything Is Token series. More to come. Follow for the ride. $ETHE $SBET $COIN $IBIT and read more free content including the full article outlining the above research at the link in our bio"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1943687737778880905) 2025-07-11 15:04:03 UTC 4260 followers, XXX engagements


"Pop Quiz. Which of these Big Money Leviathans mused about launching a stablecoin today Wrong answers only"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945223619224760530) 2025-07-15 20:47:05 UTC 4265 followers, 1185 engagements


"So lets join the dots as to why $ETH is suddenly of systemic importance. The opening of 401(k) accounts to private market assets needs a whole new system of record to work. That system is going to be based on tokenized representations of the assets in question. And it is going to run on the Ethereum blockchain in the main. In the old days you paid AT&T in U.S. Dollars to handle database transaction processing. Today you pay the Ethereum blockchain in Ether to handle gas fees. Everything is token; token is Ethereum; $ETH is how you make tokenization pay. I am long the Ether complex. Which is"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945596807855448107) 2025-07-16 21:30:01 UTC 4276 followers, 1275 engagements


"Not only is it not the top Ether Treasury Companies may offer uncorrelated returns. Why Because the Ether complex right now is a leveraged play on the tokenization of untraded assets. Liquidity is going to flow into tokenized assets and it has to come from somewhere. It is quite possible that equities fall but the Ether complex continues to rise"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945920650322817440) 2025-07-17 18:56:51 UTC 4282 followers, 1337 engagements


"$BMNR This I believe to be accumulation. Price trending sideways at the lows in a rangebound fashion at relatively high volume x price. I am long the name personally"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945850777026650417) 2025-07-17 14:19:12 UTC 4280 followers, 3393 engagements


"$ETH has a real shot at hitting $5600-6700 with upside to $8600. The reason the move up right now is so powerful is that it has just started Wave (iii) of Wave X or in normalspeak a potential ginormo-run. I am long $ETHE $SBET $BMNR personally. They are not without risk of course"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1943725202262609939) 2025-07-11 17:32:55 UTC 4282 followers, 7196 engagements


"@grok @fundstrat Sellside analysts are doomed who needs them"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945793496989736964) 2025-07-17 10:31:35 UTC 4225 followers, XX engagements


"@MilkRoadDaily I'm long $ETHE $SBET $BMNR. I believe. Everything Is Token"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1943770554705514511) 2025-07-11 20:33:08 UTC 4259 followers, XX engagements


"Also consider a simple path through risk management. When any of these $ETH treasury companies start to moon and I think they can continue to do so sell a little to get your original stake back. Then its the houses money at stake not yours. Which changes the risk profile completely. I did this with $SBET today"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945629578732634186) 2025-07-16 23:40:14 UTC 4277 followers, XX engagements


"Tokenization is a given. Ethereum will likely be at the center. This is the start of a new asset class and a new way to think about ownership"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1943687735862026434) 2025-07-11 15:04:02 UTC 4260 followers, XXX engagements


"$ETH New cycle highs today since the April market lows. Momentum is still climbing suggesting there is more upside ahead. I am long $ETHE $SBET $BMNR personally"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945188193520828695) 2025-07-15 18:26:19 UTC 4280 followers, 1957 engagements


"Im not sure this is well understood yet but this is yet another example of the Internet + cheap compute deflating an old-line industry - asset management in this case. You can run capital very well today with a laptop an LLM account some math some money and some hard work and brains. You dont need to pay a guild to do it for you - you can just do things yourself and you can learn from mentors here on X how to do them better"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945924846766161939) 2025-07-17 19:13:31 UTC 4274 followers, XX engagements


"It appears that there are no tradable options yet in $BMNR . I assume this will change with the arrival of @fundstrat . If so that alone will change the game for the stock. I am long $BMNR"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1944694389747417308) 2025-07-14 09:44:07 UTC 4282 followers, 2750 engagements


"@fundstrat $BMNR stock appears to be undergoing accumulation. It is held rangebound just above the .786 retrace of the recent spike move up. Volume x price is high vs. other price zones. I am long the stock"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945916170982293507) 2025-07-17 18:39:03 UTC 4282 followers, 2072 engagements


"$COIN $SBET $IBIT $ETHE $BMNR Everything Is Token but which token likely wins The next great disruption wont just be crypto its the tokenization of assets and its coming for Wall Street real estate art and more"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1943687715922305190) 2025-07-11 15:03:58 UTC 4260 followers, XXX engagements


"@danushman "Dip Alpha" is now a thing according to Scott Rubner at Citadel"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945933909298221097) 2025-07-17 19:49:32 UTC 4276 followers, XX engagements


"I think @fundstrat is likely correct. Long $BMNR personally as a result. Heres our take on tokenization"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1943676113646911541) 2025-07-11 14:17:51 UTC 4262 followers, 4095 engagements


"Never a dull moment right now in $ETH $BMNR trading halted pending news I am long the Ether complex incl. BMNR"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1944739586711732436) 2025-07-14 12:43:43 UTC 4259 followers, 1288 engagements


"@DJohnson_CPA $BMNR on the left $ETH on the right. ETH has run up momentum elevated. BMNR is under accumulation at the lows. ETH is unlevered BMNR levered. Choose your fighter. I am long BMNR and $ETHE . Taking gains from the latter and rolling them into the former"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945919565336056173) 2025-07-17 18:52:32 UTC 4280 followers, XXX engagements


"$ETH has led the way since the April market lows. I am long $ETHE $SBET $BMNR personally"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945131030437908648) 2025-07-15 14:39:11 UTC 4260 followers, XXX engagements


"$ASML is down 7-8% in pre-market trading; It remains to be seen what happens at the New York open but the early read does reflect trading of the stock in its native European market. Here is our full analysis article on Q2 free to read"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945445078547288452) 2025-07-16 11:27:06 UTC 4268 followers, 2550 engagements


"$ASML Q2 earnings on deck here is some Q1 analysis for perspective: - Demand steady despite trade uncertainty - Revenue growth expected in 25/26 - Margins likely to tighten - Long-term guide intact"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945440441316286763) 2025-07-16 11:08:40 UTC 4272 followers, 3340 engagements


"This is why $ETH is the way I am long $ETHE $SBET $BMNR"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1946349150116688199) 2025-07-18 23:19:33 UTC 4282 followers, XXX engagements


"@HenrikZeberg I wonder how Mr. Saylor can cash out without pulling the rug on himself"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1946161177848906124) 2025-07-18 10:52:37 UTC 4282 followers, XXX engagements


"If rates down then $MSTR and $SBET up. The new macroeconomics. I am long $IBIT $ETHE and $SBET"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1943372578468647264) 2025-07-10 18:11:43 UTC 4260 followers, XXX engagements


"@SharpLinkGaming Latest chart on $SBET I am long the stock personally"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945194373206933798) 2025-07-15 18:50:53 UTC 4268 followers, 2240 engagements


"@Rob_Jones19 @yxinsights He may have had starting capital of $1"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945810624681812346) 2025-07-17 11:39:38 UTC 4282 followers, XX engagements


"Right. It can't not be. It is a highly levered single-asset investment trust where the asset itself is highly cyclical. The *only* question is timing. If anyone doubts this just look at what happens to $TQQQ in a bear market with way more diversification and less leverage"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1946162476157932021) 2025-07-18 10:57:46 UTC 4282 followers, XXX engagements


"$JPM lost its 8-day SMA despite a beat. The chart looks toppy but so do a lot of charts and they havent topped yet. Any correction has to start somewhere - even if you dont trade financials bank earnings can usher in a new quarter of market behavior. A red close matters"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945095795889340534) 2025-07-15 12:19:10 UTC 4227 followers, 1046 engagements


"@CryptoPoseidonn is it . free money (Long $ETHE $SBET $BMNR et al)"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1946334176019390612) 2025-07-18 22:20:03 UTC 4282 followers, XXX engagements


"Is $LUMN quietly building the fiber backbone and edge infrastructure AI demands high-speed low-latency ultra-reliable Under a CEO with no telco baggage Lumen is tackling the AI bottleneck. Currently trading at just 8x TTM unlevered pre-tax FCF with possibly bullish accumulation underway. Full thesis chart & rating 👇"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1939784272023290206) 2025-06-30 20:33:04 UTC 4280 followers, 1058 engagements


"@yieldsearcher Either the Vix or the other stuff is lying"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945145823748100106) 2025-07-15 15:37:58 UTC 4243 followers, 1374 engagements


"$ETHE $SBET $BMNR Its Just Getting Started. Our work in tokenomics for want of a better term is written with two groups of people in mind. X. Crypto-natives looking for a grounded take on the impact tokenization is going to have on the incumbent financial plumbing and ways to capitalize on that and: X. Crypto-skeptics whose publicly-stated belief that this whole thing is just them pesky kids again but in their hearts they know change is a-comin and they want to learn how to make money from the new new thing without having to go full degenerate mode (to which they are allergic). If you missed"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1943781250776666508) 2025-07-11 21:15:38 UTC 4274 followers, XXX engagements


"@FibonacciInves1 Everything Is Token. And Token Is Ether. I am long $ETHE and various other parts of the Ether complex. Which is now a thing"  
![@CestrianInc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1141822758847963136.png) [@CestrianInc](/creator/x/CestrianInc) on [X](/post/tweet/1945575864487268517) 2025-07-16 20:06:47 UTC 4274 followers, XX 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.]

@CestrianInc Avatar @CestrianInc Cestrian Capital Research, Inc

Cestrian Capital Research, Inc posts on X about $sbet, bmnr, $bmnr, $ethe the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +211%
  • X Month XXXXXXX +709%
  • X Months XXXXXXX +73%
  • X Year XXXXXXX +304%

Mentions: XX #

Mentions Line Chart

  • X Months XX -XX%
  • X Year XXX +52%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +3.50%
  • X Month XXXXX +6.10%
  • X Months XXXXX +16%
  • X Year XXXXX +77%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks cryptocurrencies #4724 finance technology brands exchanges celebrities musicians automotive brands

Social topic influence $sbet #63, bmnr #42, $bmnr #39, $ethe #5, $eth #498, ethe #9, money, ethereum #1376, mstr #464, $ibit

Top assets mentioned SBET (SBET) BitMine (BMNR) Grayscale Ethereum Trust (ETHE) Ethereum (ETH) iShares BTC Trust (IBIT) Strategy (MSTR) Bitcoin (BTC) Mario Coin (COIN) SharpLink Gaming (SBET) Robinhood Markets, Inc. (HOOD) ETHA Lend (ETHA) Gilead Sciences, Inc. (GILD) DIA (DIA) Taiwan Semiconductor (TSM) Fidelity BTC Trust (FBTC) BlackRock Inc (BLK) Tesla, Inc. (TSLA) Cloudflare, Inc. (NET) Interactive Brokers Group, Inc. (IBKR) Convex Finance (CVX) Exxon Mobil (XOM) EQT, Corp. (EQT) Microsoft Corp. (MSFT) Life Time Group Holdings, Inc. (LTH) JPMorgan Chase (JPM) Lumen Technologies Inc (LUMN) GameCredits (GAME) Bitcoin Scrypt (BTCS)

Top Social Posts #


Top posts by engagements in the last XX hours

"$TLT what does yesterdays jobs report mean for Longer-Term Treasury Bonds No change. The jobs report yesterday is underlying bullish for $TLT I believe"
@CestrianInc Avatar @CestrianInc on X 2025-07-03 12:41:39 UTC 4264 followers, 2644 engagements

"@lord_fed Sometimes you do actually need an underlying thesis beyond pure price and volume. Doesnt happen often but get that right and you can dine out. A good one recently - @JC_ParetsX called $HOOD at $X on an X Space. Everyone else be like wut why Now 10x"
@CestrianInc Avatar @CestrianInc on X 2025-07-18 19:33:32 UTC 4282 followers, XXX engagements

"Read our full analysis here: And for more free research check out the link in our bio"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 11:35:34 UTC 4262 followers, XXX engagements

"@nicochristie Claude for Financial Services is min. XX seats You have a wide open market opportunity for pods w/less heads than that"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 19:31:32 UTC 4278 followers, 1129 engagements

"@ericjackson This $ETHA Or a different one that doesnt have a shot at $XX soon I am long the Ether complex"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 09:10:51 UTC 4281 followers, XXX engagements

"$SBET a potential bullish technical move is afoot. If the 8-day simple moving average moves up and over the 50-day SMA we can consider that a bullish sign. Volume is high and momentum continues to rise. I am long SBET $ETHE and $BMNR"
@CestrianInc Avatar @CestrianInc on X 2025-07-15 18:47:14 UTC 4260 followers, XXX engagements

"@SpencerHakimian This is why Gilead $GILD had such problems as a business when their HIV drug actually worked"
@CestrianInc Avatar @CestrianInc on X 2025-07-18 22:00:12 UTC 4282 followers, XXX engagements

"@PeterLBrandt X should have an Anti-Portfolio corner in the style of Bessemer Ventures. Using a different handle folks could fess up all their woeful trading errors. Think of the catharsis and the schadenfreude. You could run that as a pay service"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 22:07:19 UTC 4276 followers, XXX engagements

"$ETH $SBET The reason so few people are billionaires is that not enough people can hold assets through a complete long-range Wave X up. Ether is in a Wave (iii) of Wave X - the most powerful part of the bull cycle. Very difficult to HODL"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 14:40:15 UTC 4282 followers, 3854 engagements

"$SBET regretful bagholders from the June rocket ride are likely exiting around here"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 15:16:07 UTC 4269 followers, 1071 engagements

"$SBET Look for support at the 8-day moving average I am long the stock and its LEAPs personally"
@CestrianInc Avatar @CestrianInc on X 2025-07-18 19:05:26 UTC 4282 followers, 2247 engagements

"@RyanDetrick Sometimes the Dow leads the way. Even if you dont trade Grandpa it is worth watching for this reason. $DIA has a clean W3 top the 8-day is rolling over with price below momentum is declining and volume looks like distribution. I am long $SDOW personally"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 22:31:50 UTC 4282 followers, 1153 engagements

"$SBET - to be clear I am long the name. Single-asset levered investment companies as $SBET is now together with $BMNR which I also own are based on (i) logic of rising NAV and (ii) the surrounding belief system in the same. SBETs equity raise confirms the belief"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 22:53:01 UTC 4282 followers, XXX engagements

"The professionalization of crypto has arrived. Ethereum is the underpinning for the opening up of 401(k)s to private markets amongst other tokenization opportunities. I am long $SBET and $ETHE personally"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 13:22:00 UTC 4275 followers, XXX engagements

"$TSM Q2 earnings released results - Cleared $100B of trailing twelve month revenues. - Growing that TTM revenue at +38% pa and that rate of growth is accelerating. - TTM unlevered pretax free cashflow margins are 31%. It has a little shy of $63bn net cash in the bank. Yes net cash after the bond liabilities are taken into account. In short a freight train which will be slowed down by nothing short of (i) a global downturn and/or (ii) a Chinese physical or political annexation of Taiwan. Price has run up some XX% from the April lows; risk-conscious asset managers may take profits somewhere"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 11:35:33 UTC 4282 followers, 1696 engagements

"$IBIT $BTC Larry Fink X Saylor X Boomers Strike Back"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 20:50:41 UTC 4276 followers, XXX engagements

"$BTC $IBIT Bitcoin trades nicely to Elliott Waves & Fibs over the long term. We are approaching Wave X high territory here. Yesterdays high hit the XXXXX W3 extension on this multi-year timeframe and rejected. It can go higher - but its time to be careful with new longs. If you are long Bitcoin don't forget to protect your gains"
@CestrianInc Avatar @CestrianInc on X 2025-07-15 13:00:01 UTC 4223 followers, XXX engagements

"@jbulltard1 The company is issuing a ginormous ATM facility to buy gobfuls of $ETH. Market working out if that means its $MSTR v2 or just spaffing money for no reason. idk how you trade it short term but I think medium term it works out so I own stock. I already got my ball back on it"
@CestrianInc Avatar @CestrianInc on X 2025-07-18 14:44:31 UTC 4281 followers, XXX engagements

"$SBET has had a superb start to its life as an Ether treasury company. Personally I have banked all my original principal as gains. So what remains is the houses money. And that way I can relax and ride the waves from here Long $ETHE SBET and others in the Ether complex"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 15:23:06 UTC 4276 followers, 1097 engagements

"$ASML is holding at its 50-day SMA in premarket trading"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 11:46:22 UTC 4272 followers, 2312 engagements

"I get the logic and I was a professional technology investor through the dot-com boom and bust as I am now. But this is driven by BlackRock et al adopting Ethereum for tokenization. You have limited supply of the currency Ether needed to pay for transaction processing. And you have cheap dollar leverage available to scoop up that limited supply. If tokenization then ETHUSD up; and if supply is concentrated and levered then the NAV of the treasury companies will be up. Theyre just leveraged single-asset investment trusts. Yes the trend will fade in the end as every trend does but this is very"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 19:03:02 UTC 4274 followers, XXX engagements

"@Jake__Wujastyk I bot a couple of bull shares on this Fake News drop thanks Jake"
@CestrianInc Avatar @CestrianInc on X 2025-07-18 22:15:14 UTC 4282 followers, 1820 engagements

"$ETHE why you should never get too excited about weekend gaps in crypto. ETF option sellers and buyers can only play their game during regular trading hours. Which is why these gaps are often filled. I am long $ETHE"
@CestrianInc Avatar @CestrianInc on X 2025-07-14 19:11:04 UTC 4260 followers, XXX engagements

"@jbulltard1 just define some unique attributes of farts ensure limited supply lever up have justin bieber get involved hey presto $$$$"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 15:32:23 UTC 4235 followers, XX engagements

"@markoinny But the Fed mandate doesnt cover risk asset prices to the best of my knowledge; it requires them to target inflation and labor market measures doesnt it"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 22:41:03 UTC 4282 followers, 5363 engagements

"@VagueM62565 Pure technicals in the foreground with a potential merger with in the background (which would likely lift the valuation multiples of $TSLA whilst giving X shareholders a route to deeper liquidity)"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 05:41:17 UTC 4280 followers, XX engagements

"$SBET Rules are rules. Its not different because its new. I am long the stock"
@CestrianInc Avatar @CestrianInc on X 2025-07-10 17:06:36 UTC 4282 followers, 5963 engagements

"Todays Big Money Crypto Bulletin is now live No-paywall coverage of $SBET $BMNR $ETHE and more"
@CestrianInc Avatar @CestrianInc on X 2025-07-15 21:40:38 UTC 4282 followers, XXX engagements

"The $NET promise of a complete Internet access fabric remains on the table. The new "bill the bots" service is another step in that direction"
@CestrianInc Avatar @CestrianInc on X 2025-07-15 17:01:47 UTC 4262 followers, XXX engagements

"@CyclesWithBach This is what @grok thinks and who am I to argue Long $ETHE $SBET $BMNR and others"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 10:23:42 UTC 4274 followers, XXX engagements

"@Liathetrader @CharlesSchwab Try Interactive Brokers. Nobody is paying us anything and we dont benefit at all from saying that. All I would say is that amongst our large subscriber group nobody ever reports problems with $IBKR but they all have issues with the other big shops"
@CestrianInc Avatar @CestrianInc on X 2025-07-11 14:00:45 UTC 4278 followers, XXX engagements

"Dont sleep on energy. I am long $XOM $EQT $CVX $USO. @Liathetrader flagged this last week already 👇👇"
@CestrianInc Avatar @CestrianInc on X 2025-07-08 15:29:19 UTC 4282 followers, 1137 engagements

"$ETH tested the 8-day moving average this morning and found support. Bullish. I am long $ETHE $SBET $BMNR"
@CestrianInc Avatar @CestrianInc on X 2025-07-15 13:04:30 UTC 4274 followers, 2064 engagements

"@emitradez @fundstrat @saylor @MicroStrategy oh man that is going to change the game for that stock"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 19:05:28 UTC 4274 followers, XXX engagements

"$ASML The 200-day has to hold or its a regime change in semiconductor. Rotation beckons if the 200-day fails"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 13:43:24 UTC 4275 followers, 2570 engagements

"$ETH $BMNR Our premium crypto service launches soon Heres what ChatGPT thinks of our work so far"
@CestrianInc Avatar @CestrianInc on X 2025-07-18 12:09:53 UTC 4282 followers, 1205 engagements

"$MSFT earnings: pretty good. Guidance for revenue to slow just a touch but RPO (order book value) is growing faster than recognized revenue (34% vs XX% QoQ XX% TTM) & is now XXX% of TTM revenue. Where RPO growth goes the rate of revenue growth usually follows. Stock dumped X% post-earnings. I am not sure this will last"
@CestrianInc Avatar @CestrianInc on X 2025-01-31 19:46:25 UTC 4282 followers, XXX engagements

"@VagueM62565 Well look it depends. $MSTR is up huge so it worked whatever you think of the fundamentals. I suspect it will work again at least with $BMNR and $SBET. I am long both. I think you underestimate retail investors btw who are much sharper these days because of X and such"
@CestrianInc Avatar @CestrianInc on X 2025-07-18 00:25:38 UTC 4274 followers, XX engagements

"This was the first of our Everything Is Token series. More to come. Follow for the ride. $ETHE $SBET $COIN $IBIT and read more free content including the full article outlining the above research at the link in our bio"
@CestrianInc Avatar @CestrianInc on X 2025-07-11 15:04:03 UTC 4260 followers, XXX engagements

"Pop Quiz. Which of these Big Money Leviathans mused about launching a stablecoin today Wrong answers only"
@CestrianInc Avatar @CestrianInc on X 2025-07-15 20:47:05 UTC 4265 followers, 1185 engagements

"So lets join the dots as to why $ETH is suddenly of systemic importance. The opening of 401(k) accounts to private market assets needs a whole new system of record to work. That system is going to be based on tokenized representations of the assets in question. And it is going to run on the Ethereum blockchain in the main. In the old days you paid AT&T in U.S. Dollars to handle database transaction processing. Today you pay the Ethereum blockchain in Ether to handle gas fees. Everything is token; token is Ethereum; $ETH is how you make tokenization pay. I am long the Ether complex. Which is"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 21:30:01 UTC 4276 followers, 1275 engagements

"Not only is it not the top Ether Treasury Companies may offer uncorrelated returns. Why Because the Ether complex right now is a leveraged play on the tokenization of untraded assets. Liquidity is going to flow into tokenized assets and it has to come from somewhere. It is quite possible that equities fall but the Ether complex continues to rise"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 18:56:51 UTC 4282 followers, 1337 engagements

"$BMNR This I believe to be accumulation. Price trending sideways at the lows in a rangebound fashion at relatively high volume x price. I am long the name personally"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 14:19:12 UTC 4280 followers, 3393 engagements

"$ETH has a real shot at hitting $5600-6700 with upside to $8600. The reason the move up right now is so powerful is that it has just started Wave (iii) of Wave X or in normalspeak a potential ginormo-run. I am long $ETHE $SBET $BMNR personally. They are not without risk of course"
@CestrianInc Avatar @CestrianInc on X 2025-07-11 17:32:55 UTC 4282 followers, 7196 engagements

"@grok @fundstrat Sellside analysts are doomed who needs them"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 10:31:35 UTC 4225 followers, XX engagements

"@MilkRoadDaily I'm long $ETHE $SBET $BMNR. I believe. Everything Is Token"
@CestrianInc Avatar @CestrianInc on X 2025-07-11 20:33:08 UTC 4259 followers, XX engagements

"Also consider a simple path through risk management. When any of these $ETH treasury companies start to moon and I think they can continue to do so sell a little to get your original stake back. Then its the houses money at stake not yours. Which changes the risk profile completely. I did this with $SBET today"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 23:40:14 UTC 4277 followers, XX engagements

"Tokenization is a given. Ethereum will likely be at the center. This is the start of a new asset class and a new way to think about ownership"
@CestrianInc Avatar @CestrianInc on X 2025-07-11 15:04:02 UTC 4260 followers, XXX engagements

"$ETH New cycle highs today since the April market lows. Momentum is still climbing suggesting there is more upside ahead. I am long $ETHE $SBET $BMNR personally"
@CestrianInc Avatar @CestrianInc on X 2025-07-15 18:26:19 UTC 4280 followers, 1957 engagements

"Im not sure this is well understood yet but this is yet another example of the Internet + cheap compute deflating an old-line industry - asset management in this case. You can run capital very well today with a laptop an LLM account some math some money and some hard work and brains. You dont need to pay a guild to do it for you - you can just do things yourself and you can learn from mentors here on X how to do them better"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 19:13:31 UTC 4274 followers, XX engagements

"It appears that there are no tradable options yet in $BMNR . I assume this will change with the arrival of @fundstrat . If so that alone will change the game for the stock. I am long $BMNR"
@CestrianInc Avatar @CestrianInc on X 2025-07-14 09:44:07 UTC 4282 followers, 2750 engagements

"@fundstrat $BMNR stock appears to be undergoing accumulation. It is held rangebound just above the .786 retrace of the recent spike move up. Volume x price is high vs. other price zones. I am long the stock"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 18:39:03 UTC 4282 followers, 2072 engagements

"$COIN $SBET $IBIT $ETHE $BMNR Everything Is Token but which token likely wins The next great disruption wont just be crypto its the tokenization of assets and its coming for Wall Street real estate art and more"
@CestrianInc Avatar @CestrianInc on X 2025-07-11 15:03:58 UTC 4260 followers, XXX engagements

"@danushman "Dip Alpha" is now a thing according to Scott Rubner at Citadel"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 19:49:32 UTC 4276 followers, XX engagements

"I think @fundstrat is likely correct. Long $BMNR personally as a result. Heres our take on tokenization"
@CestrianInc Avatar @CestrianInc on X 2025-07-11 14:17:51 UTC 4262 followers, 4095 engagements

"Never a dull moment right now in $ETH $BMNR trading halted pending news I am long the Ether complex incl. BMNR"
@CestrianInc Avatar @CestrianInc on X 2025-07-14 12:43:43 UTC 4259 followers, 1288 engagements

"@DJohnson_CPA $BMNR on the left $ETH on the right. ETH has run up momentum elevated. BMNR is under accumulation at the lows. ETH is unlevered BMNR levered. Choose your fighter. I am long BMNR and $ETHE . Taking gains from the latter and rolling them into the former"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 18:52:32 UTC 4280 followers, XXX engagements

"$ETH has led the way since the April market lows. I am long $ETHE $SBET $BMNR personally"
@CestrianInc Avatar @CestrianInc on X 2025-07-15 14:39:11 UTC 4260 followers, XXX engagements

"$ASML is down 7-8% in pre-market trading; It remains to be seen what happens at the New York open but the early read does reflect trading of the stock in its native European market. Here is our full analysis article on Q2 free to read"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 11:27:06 UTC 4268 followers, 2550 engagements

"$ASML Q2 earnings on deck here is some Q1 analysis for perspective: - Demand steady despite trade uncertainty - Revenue growth expected in 25/26 - Margins likely to tighten - Long-term guide intact"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 11:08:40 UTC 4272 followers, 3340 engagements

"This is why $ETH is the way I am long $ETHE $SBET $BMNR"
@CestrianInc Avatar @CestrianInc on X 2025-07-18 23:19:33 UTC 4282 followers, XXX engagements

"@HenrikZeberg I wonder how Mr. Saylor can cash out without pulling the rug on himself"
@CestrianInc Avatar @CestrianInc on X 2025-07-18 10:52:37 UTC 4282 followers, XXX engagements

"If rates down then $MSTR and $SBET up. The new macroeconomics. I am long $IBIT $ETHE and $SBET"
@CestrianInc Avatar @CestrianInc on X 2025-07-10 18:11:43 UTC 4260 followers, XXX engagements

"@SharpLinkGaming Latest chart on $SBET I am long the stock personally"
@CestrianInc Avatar @CestrianInc on X 2025-07-15 18:50:53 UTC 4268 followers, 2240 engagements

"@Rob_Jones19 @yxinsights He may have had starting capital of $1"
@CestrianInc Avatar @CestrianInc on X 2025-07-17 11:39:38 UTC 4282 followers, XX engagements

"Right. It can't not be. It is a highly levered single-asset investment trust where the asset itself is highly cyclical. The only question is timing. If anyone doubts this just look at what happens to $TQQQ in a bear market with way more diversification and less leverage"
@CestrianInc Avatar @CestrianInc on X 2025-07-18 10:57:46 UTC 4282 followers, XXX engagements

"$JPM lost its 8-day SMA despite a beat. The chart looks toppy but so do a lot of charts and they havent topped yet. Any correction has to start somewhere - even if you dont trade financials bank earnings can usher in a new quarter of market behavior. A red close matters"
@CestrianInc Avatar @CestrianInc on X 2025-07-15 12:19:10 UTC 4227 followers, 1046 engagements

"@CryptoPoseidonn is it . free money (Long $ETHE $SBET $BMNR et al)"
@CestrianInc Avatar @CestrianInc on X 2025-07-18 22:20:03 UTC 4282 followers, XXX engagements

"Is $LUMN quietly building the fiber backbone and edge infrastructure AI demands high-speed low-latency ultra-reliable Under a CEO with no telco baggage Lumen is tackling the AI bottleneck. Currently trading at just 8x TTM unlevered pre-tax FCF with possibly bullish accumulation underway. Full thesis chart & rating 👇"
@CestrianInc Avatar @CestrianInc on X 2025-06-30 20:33:04 UTC 4280 followers, 1058 engagements

"@yieldsearcher Either the Vix or the other stuff is lying"
@CestrianInc Avatar @CestrianInc on X 2025-07-15 15:37:58 UTC 4243 followers, 1374 engagements

"$ETHE $SBET $BMNR Its Just Getting Started. Our work in tokenomics for want of a better term is written with two groups of people in mind. X. Crypto-natives looking for a grounded take on the impact tokenization is going to have on the incumbent financial plumbing and ways to capitalize on that and: X. Crypto-skeptics whose publicly-stated belief that this whole thing is just them pesky kids again but in their hearts they know change is a-comin and they want to learn how to make money from the new new thing without having to go full degenerate mode (to which they are allergic). If you missed"
@CestrianInc Avatar @CestrianInc on X 2025-07-11 21:15:38 UTC 4274 followers, XXX engagements

"@FibonacciInves1 Everything Is Token. And Token Is Ether. I am long $ETHE and various other parts of the Ether complex. Which is now a thing"
@CestrianInc Avatar @CestrianInc on X 2025-07-16 20:06:47 UTC 4274 followers, XX engagements

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