[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.] #  @HermesLux Hermes Lux There are discussions and comparisons between various investment products and companies, including $MSTR, $MSTY, and $STRK, with some users sharing their experiences and strategies for generating income. MicroStrategy ($MSTR) is set to report earnings in XX days, and some users are speculating about the potential impact on the stock price. Hermes Lux, also known as @hermeslux, is mentioned as sharing updates on options trading strategies, specifically focusing on 30-40 DTE (days to expiration) and XX deltas. ### Engagements: XXXXXX [#](/creator/twitter::1349508768346812420/interactions)  - X Week XXXXXXX +22% - X Month XXXXXXXXX +81% - X Months XXXXXXXXX +326% - X Year XXXXXXXXX +541% ### Mentions: XX [#](/creator/twitter::1349508768346812420/posts_active)  - X Week XXX +5.70% - X Month XXX +73% - X Months XXX +90% - X Year XXXXX +163% ### Followers: XXXXXX [#](/creator/twitter::1349508768346812420/followers)  - X Week XXXXXX +7.10% - X Month XXXXXX +14% - X Months XXXXXX +176% - X Year XXXXXX +581% ### CreatorRank: XXXXXXX [#](/creator/twitter::1349508768346812420/influencer_rank)  ### Social Influence [#](/creator/twitter::1349508768346812420/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #1353 [finance](/list/finance) #3569 [stocks](/list/stocks) #5423 [automotive brands](/list/automotive-brands) XXX% [countries](/list/countries) XXX% **Social topic influence** [mstr](/topic/mstr) #10, [bitcoin](/topic/bitcoin) 6.02%, [strategy](/topic/strategy) #15, [money](/topic/money) 3.61%, [saylor](/topic/saylor) 3.61%, [$mstr](/topic/$mstr) #17, [$mtplf](/topic/$mtplf) 3.61%, [hermes](/topic/hermes) #6, [dividend](/topic/dividend) 2.41%, [lux](/topic/lux) #9 **Top accounts mentioned or mentioned by** [@saylor](/creator/undefined) [@strategy](/creator/undefined) [@adrianrmorris](/creator/undefined) [@adrian_r_morris](/creator/undefined) [@jasonmp78](/creator/undefined) [@sunny051488](/creator/undefined) [@mariobermeo](/creator/undefined) [@liefmagnus](/creator/undefined) [@punterjeff](/creator/undefined) [@dperlman1](/creator/undefined) [@mstrstrategy](/creator/undefined) [@frihetspenger](/creator/undefined) [@stevekimlaw](/creator/undefined) [@am13978371](/creator/undefined) [@terpsikhoros](/creator/undefined) [@gozamah](/creator/undefined) [@jonnypokerasia](/creator/undefined) [@cg3real](/creator/undefined) [@thorleifegeli](/creator/undefined) [@luojix1](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/strategy) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Tesla, Inc. (TSLA)](/topic/tesla) [Strike (STRK)](/topic/$strk) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) ### Top Social Posts [#](/creator/twitter::1349508768346812420/posts) --- Top posts by engagements in the last XX hours "I know a lot of people are having a hard time wrapping their head around how net asset values work. You can think of it in terms of the enterprise value which you can also think of in terms of enterprise value per share including Bitcoin per share. In my formula share count is not required as an independent variable since the mnav already takes into account current and future share dilution. It might be easier to understand if you just make the future mnav=1"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947241057537704112) 2025-07-21 10:23:40 UTC 11.1K followers, XX engagements "Trump is backing up his words with his company and his money. It looks like Bitcoin is catching on after all"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947381006635246061) 2025-07-21 19:39:47 UTC 11K followers, 4214 engagements "oops. TSWCF (-13%) and SQNS (-22%) are puking today"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1945494026162999616) 2025-07-16 14:41:36 UTC 11.1K followers, 3664 engagements "Correction to STRC being annual dividend yield of 9-10% paid monthly (typo)"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947607173959164241) 2025-07-22 10:38:29 UTC 11.2K followers, 1837 engagements "@mariobermeo @unusual_whales There's no state income taxes. All other taxes are lower. People are generally happier in FL than the mid Atlantic states and the north"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947780340707164564) 2025-07-22 22:06:35 UTC 11.1K followers, XXX engagements "You have to appreciate just how large the global Fixed Income (FI) market is to understand. BTC can swallow Gold and Real Estate but it still won't provide yield. MSTR through it's preferred equities (STRK/F/D/C) uses BTC-backed equity offerings to provide yield on top of BTC's growth. It's a behemoth that the world has never seen"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947662391346450553) 2025-07-22 14:17:54 UTC 11.2K followers, 4560 engagements "$208M more BTC for Metaplanet. About 1900 BTC"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1939513933318005063) 2025-06-30 02:38:50 UTC 11.2K followers, 6841 engagements "This about building out the MSTR yield curve. This would compare to monthly US treasuries. So the argument would be "why buy US treasuries when you can buy this for a higher rate backed by Bitcoin""  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947408567943807315) 2025-07-21 21:29:18 UTC 11K followers, 7889 engagements "@PunterJeff @Strategy @saylor @MSTRTrueNorth One face of the dodecahedron complete"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947968277906612638) 2025-07-23 10:33:23 UTC 11.2K followers, 1182 engagements "@unusual_whales I get it. Lots of people in the DC and New York areas are trying to move to Florida and they want to get as much home/land in Florida as possible. I don't blame them"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947775691006595277) 2025-07-22 21:48:07 UTC 11.1K followers, 1421 engagements "@Adrian_R_Morris @Strategy I'm indifferent to the specifics as long as they keep buying BTC. Learning how to trade MSTR 10s FA TA"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948201707990884671) 2025-07-24 02:00:57 UTC 11.2K followers, 1076 engagements "The 10-Delta (10) Strategy Owning MSTR is the equivalent of having a job and selling covered calls is your paycheck. You don't need to worry about the price of the stock because as long as you own the shares you have your job and as long as you keep selling covered calls you will keep receiving a paycheck. If you ever want a pay raise then just buy another XXX shares or a multiple of XXX shares to sell more covered calls. Sell the 30-40 DTE 10s to keep your job. Background: This options trading strategy was developed by me specifically for $MSTR. I chose MSTR for multiple reasons: ➡I believe"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948081568653681022) 2025-07-23 18:03:34 UTC 11.2K followers, 89.1K engagements "The $MSTY killer. Lol. Totally did not see that coming"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947399414043316334) 2025-07-21 20:52:55 UTC 11.1K followers, 41.5K engagements "@Adrian_R_Morris 30-40 deltas are about right for pltr at this juncture"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948555377961840897) 2025-07-25 01:26:19 UTC 11.2K followers, XXX engagements "Clarifying $MTPLF price predictions Facts: MP owns 16352 BTC Current mNAV = 3.19x BTC $118000 MTPLF $9/share Assumptions: Will own 30000 by end of 2025 (1.834x) Will own 210000 by end of 2027 (12.842x) mNAV won't go less than 1x within next X years mNAV will end 2025 at 3x mNAV will end 2027 at 2x BTC will reach at least $150k by end of 2025 (1.271x) and at least $200k by end of 2027 (1.695x) Using these facts and assumptions* I derive the following formula: MTPLF 2025/2027 year end price = Future mNAV / (current mNAV / BTC growth multiple) * current MTPLF share price * BTC price multiple --"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947068687506391081) 2025-07-20 22:58:44 UTC 11.1K followers, 57.5K engagements "$MSTY math. Last month MSTY issued a dividend of $1.24/share representing a XXX% monthly dividend and the lowest of an ever falling decline in monthly yields. To generate this ($1.24) yield selling covered calls today you would have to sell the equivalent of the XX delta at XX DTE but that would be an in-the-money strike so we can conclude that the dividend must continue to fall for this ETF to continue. What is likely to happen is MSTY will continue to push for gradual dividend declines (by design) as a % of MSTY's ticker price. The orange line in the first chart (above) shows the inevitable"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948457317411766571) 2025-07-24 18:56:39 UTC 11.2K followers, 47.1K engagements "I don't trust pltr as a ticker. I've also got personal experience with this company dating back to 2011 on the government contracts side. They make good products but their valuation seems a bit too high for now. I think if I did anything with pltr it would be selling 45DTE call credit spreads. No issues with the others"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948553275290042491) 2025-07-25 01:17:57 UTC 11.2K followers, XXX engagements "@DylanLeClair_ I hope you're taking notes Dylan"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948457726973280609) 2025-07-24 18:58:17 UTC 11.2K followers, 3015 engagements "MTPLF mNAV X Prepare for snap back to 1500s soon"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947483010221412486) 2025-07-22 02:25:06 UTC 11.2K followers, 21.2K engagements "Monthly $MSTR 10s are your effective Bitcoin yield On average* 1x MSTR XX pays your electric/utility bills 2x 10s pays your car payment 3x 10s pays your car and gas 4x 10s pays two car payments 5x 10s pays two cars+gas 6x 10s pays two cars+gas+auto insurance 7x 10s pays your mortgage/rent payment 10-15x 10s pays all your required living expenses * Estimates are based on $XXX per MSTR 30-40 DTE XX contract sold. This number will increase over time as the price of Bitcoin increases thereby increasing the price of mstr stock"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948708915576787337) 2025-07-25 11:36:25 UTC 11.2K followers, 12.5K engagements "Because it is built into the net asset value. You can also look at the price to book ratio. The net asset value or the book value of each share increases despite share dilution as evermore Bitcoin is purchased thereby increasing the amount of Bitcoin per share over time. This is why the mnav will decrease over time. You don't need to think about dilution of shares because it is built into the NAV calculation"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946602088424772057) 2025-07-19 16:04:38 UTC 11.2K followers, XXX engagements "@Adrian_R_Morris Yes it is going to siphon money away from any fund or other fixed income product offering monthly returns. It is a direct competitor to any fund offering fixed income monthly payouts to include annuities"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947440615396151365) 2025-07-21 23:36:39 UTC 11.2K followers, XXX engagements "It looks like $mtplf is going to open around XX% up; about $8.80/share"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947980944545058888) 2025-07-23 11:23:43 UTC 11.2K followers, 7892 engagements "Metaplanet has just repeated the same cycle that $mstr underwent from the end of November through March ( XX% drawdown). We are now entering the equivalent of April"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947750481637290211) 2025-07-22 20:07:56 UTC 11.2K followers, 16.5K engagements "IMO @Strategy receiving credit ratings on their preferred stock offerings would do better for $MSTR than either a great earnings report or inclusion into the S&P 500"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947660269011751184) 2025-07-22 14:09:28 UTC 11.2K followers, 18.5K engagements "@EricBitcoinFL I don't think they will grow faster than metaplanet. The UK is also a lot less friendly to bitcoin than either Japan or the US"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947981311643365585) 2025-07-23 11:25:11 UTC 11.2K followers, XXX engagements "Getting paid $300-$400 per month per contract for something that is very unlikely to occur but pays you a lot more money if it does is the obvious choice. Don't leave money on the table. $MSTR 10s"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948429276501483878) 2025-07-24 17:05:14 UTC 11.2K followers, 28.2K engagements "MSTR buys another 4980 BTC $MSTR ATM = $519.5M / XXXX% $STRK ATM = $28.9M / XXX% $STRF ATM = $29.7M / 5.1%"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1939659796631732629) 2025-06-30 12:18:27 UTC 11.2K followers, 12K engagements "The MSTR yield curve-- STRC (Stretch) T-Bills: Offers variable 9-10% monthly dividends prioritizing stability for conservative investors like T-Bills focus on safety and short-term liquidity. ➡Money Market Funds ➡Certificates of Deposit (CDs) ➡High-Yield Savings Accounts ➡Monthly investment income equities STRF (Strife) T-Notes: Provides fixed XX% dividends with price stability suiting income-focused investors with moderate risk similar to T-Notes steady returns. ➡Corporate Bonds ➡Dividend-Paying Stocks ➡Fixed Annuities STRK (Strike) T-Bonds: Combines X% dividends with conversion potential"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947498702106415582) 2025-07-22 03:27:28 UTC 11.2K followers, 23.7K engagements "The North Star: 30-40DTE 10s .8 months still undefeated"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948027499008409803) 2025-07-23 14:28:43 UTC 11.2K followers, 7664 engagements "Still no 9/5/2025 expirations on MSTR. What gives CBOE"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948017831745900838) 2025-07-23 13:50:18 UTC 11.2K followers, 2593 engagements "How to roll MSTR 10s. To orient you to the attached image the cells in light green are my current positions; +13 (Long Calls) / -XX (Short Calls). All short calls are in red. The second and third columns are the opening and closing deltas. On 6/23 I opened a new long position (+13 calls) at the XX (don't copy this trade) and I opened a short position (-13 CCs) at the XX. On 7/2 my short calls were the XX and I rolled those up and out as MSTR started to run for a -$3463 loss on the CCs. On 7/14 my short calls were now the XX and I rolled those up and out (again) as MSTR continued to run for"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948788254968287657) 2025-07-25 16:51:41 UTC 11.2K followers, 11.2K engagements "I am a big fan of STRK STRF and STRD but for a different reason. If you are investing in STRK STRF or STRD for growth you will be disappointed. These equities are not going to generate much growth. Don't believe those who say otherwise. Growth is not the primary purpose of these equities. The growth that they have experienced thus far will be muted more so going forward but that is not a problem for the right investors. Their primary purpose is to give @Strategy the ability to stomp on them as much as possible for fiat transmutation into Bitcoin to benefit MSTR. However if you want reliable"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948847459947463090) 2025-07-25 20:46:56 UTC 11.2K followers, 14K engagements "@kingpriyom @saylor I spend 1-2 hours per month trading. My portfolio beats MSTR's total return and MSTY's total dividend. Honestly I need to start my own fund HF: "Alpha Lux" Let me know if you have any questions"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947673021541499136) 2025-07-22 15:00:09 UTC 11.2K followers, XXX engagements "I want to revise this estimate. Expect mNAV to be 2x by the end of 2027 not 3x. Updated 2027 calculations (base case): Future MTPLF price = X / XXXX * $X = $XX (if BTC flat) = $XXX (if BTC 2x) = $XXX (if BTC 3x) I'm changing the calculation to match a previous estimate I had because I think 3x mnav is realistic by the end of 2025 but 2x by the end of 2027. This is my base case not my bull or bear case"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946607377383301274) 2025-07-19 16:25:39 UTC 11.2K followers, 33.4K engagements "A rising tide lifts all boats. Help each other out"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948122078722306107) 2025-07-23 20:44:32 UTC 11.2K followers, 6674 engagements "Metaplanet price prediction for 2027 Metaplanet $MTPLF has a target of 210000 BTC acquired by the end of 2027. Put another way Metaplanet intends to 13.5x their BTC holdings from today by the end of 2027. If we math this out we can derive an estimated share price by dividing X (assuming a future 2x mNAV) by the quotient of the current mNAV (4.2x) divided by XXXX. We then take that number and multiply it by the current share price ($10.70). = X / (4.2 / 13.5) * XXXXX = $XXXXX per share by 12/31/2027 This is a math-based estimate a base case; not a bull case or bear case. That said I wish all"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1942983553270104410) 2025-07-09 16:25:52 UTC 11.2K followers, 50.9K engagements "@jonnypokerasia @Strategy it wont be drained just siphoned off a bit by BTC as a percentage of the whole"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947677267817037874) 2025-07-22 15:17:01 UTC 11K followers, XXX engagements "@Adrian_R_Morris Yes and they work even better for high IV equities"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948543606387867798) 2025-07-25 00:39:32 UTC 11.2K followers, XXX engagements "@MwmSpectrum People keep posting these charts as if they tell the whole picture (they don't). I'll be here if you ever want to learn how to make more money or for when you realize the problems of MSTY on a personal level (not theoretical). Until then enjoy MSTY"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948721779268010028) 2025-07-25 12:27:32 UTC 11.2K followers, XXX engagements "Not needed for this post. First you need to understand how Net Asset Value per share works as share ownership gets diluted whilst its value per share increases. I try to break this down as simply as possible but if you still have a hard time with the math I encourage you to go research whatever you think is missing and do your own independent calculations. Then check your results with what I have here. It's the best way to learn"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947112944975634930) 2025-07-21 01:54:36 UTC 11.2K followers, XXX engagements "It's a freakin flywheel on top of a flywheel. By ATMing the shiznat out of the preferreds @saylor is continuously incentivizing new buyers of STRK/F/D by offering them a chance at a higher dividend (as the price of the preferred shares declines the dividend yield increases). This in turn generates more income for @Strategy to buy more BTC"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1944792757391732957) 2025-07-14 16:15:00 UTC 11.2K followers, 31K engagements "This is the correct setup: One screen to trade one to constantly monitor Bitcoin price (@Swan classical music plays in bg) one to monitor my watchlist and one to play The Big Short on repeat"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947863396310798357) 2025-07-23 03:36:37 UTC 11.2K followers, 5415 engagements "@saylor @titlejt STRP: "Strap" or "Stripe" your call"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948350063085851090) 2025-07-24 11:50:28 UTC 11.2K followers, 1062 engagements "@skrachdis The reserve ratio might be higher but banks will do it. Think about gold. There is more gold traded than gold available thanks to paper gold"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1945067446857060631) 2025-07-15 10:26:31 UTC 11.2K followers, XXX engagements "@WorkforLife3 @benogl @saylor It's not following MSTR at all. MSTY is down XX% yoy while MSTR is up 140%"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947632381172576739) 2025-07-22 12:18:39 UTC 11.2K followers, XX engagements "This is probably the most valuable X minute video on how money works that you'll ever watch"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1944927077116838008) 2025-07-15 01:08:44 UTC 11.2K followers, 80.1K engagements "At this present moment MP is not undervalued; it has a XXX mNAV. That said the amount of explosive growth it will soon experience is very underappreciated by most. MP expects to increase their BTC holdings by 12.84x by the end of 2027. If BTC were to stay flat and $MTPLF stayed flat that would result in an mNAV of 0.25x (3.24 / 12.84). This won't happen. Expect that the MP mNAV will track 3x by the end of 2027. Thus: 2027 MTPLF price = future mNAV (3) / (current mnav / BTC growth multiple (12.84) * current share price ($9) 2027 MTPLF price = X / XXXX * $X (if BTC flat) = $XXX If BTC 2x then"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946296031840547004) 2025-07-18 19:48:29 UTC 11.2K followers, 152.1K engagements "How to roll MSTR 10s. To orient you to the attached image the cells in light green are my current positions; +13 (Long Calls) / -XX (Short Calls). All short calls are in red. The second and third columns are the opening and closing deltas. On 6/23 I opened a new long position (+13 calls) at the XX (don't copy this trade) and I opened a short position (-13 CCs) at the XX. On 7/2 my short calls were the XX and I rolled those up and out as MSTR started to run for a -$3463 loss on the CCs. On 7/14 my short calls were now the XX and I rolled those up and out (again) as MSTR continued to run for"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948775350323814719) 2025-07-25 16:00:24 UTC 11.2K followers, 1835 engagements "If you invest $100k into Metaplanet today you will likely have greater than $X million in less than X years"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1932899968454414780) 2025-06-11 20:37:18 UTC 11.1K followers, 35.9K engagements "I'm already bored with BTC @ $119k. Wen $125k"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947716211199861226) 2025-07-22 17:51:46 UTC 11.2K followers, 6837 engagements "Given the flywheel if Bitcoin jumps then the share price should also jump and when that does it makes selling their stock more profitable to buy more Bitcoin even at the higher prices. As long as the stock keeps trading at a premium to the net asset value then it will always be profitable to keep selling shares to buy more Bitcoin thereby increasing their Bitcoin per share"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1944417245435752568) 2025-07-13 15:22:51 UTC 11.1K followers, XX engagements "@Adrian_R_Morris @LorenGrad1 people are in for a rude awakening"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947640123304112501) 2025-07-22 12:49:25 UTC 11.2K followers, XXX engagements "@HairTrigger5 I can't tell you what you should do only how to do it when you are ready and sure of what you want to do"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948804245819461986) 2025-07-25 17:55:13 UTC 11.2K followers, XXX engagements "$STRC is a direct competitor to $MSTY except it will offer close to the same dollar amount every month. Whereas even if MSTY offers XX% per month it will be on an ever declining principle making that XX% smaller and smaller in terms of real dollars over time. @saylor saw the demand the people wanted and constructed a far superior product without the middleman and without the fees. Game over for MSTY. This is the evolution of finance at its best. $MSTR is King"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947401775771746605) 2025-07-21 21:02:18 UTC 11.2K followers, 216.5K engagements "@monegenix @Adrian_R_Morris @Strategy Thank you"  [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1948349757669167144) 2025-07-24 11:49:15 UTC 11.2K followers, XX engagements
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@HermesLux Hermes Lux
There are discussions and comparisons between various investment products and companies, including $MSTR, $MSTY, and $STRK, with some users sharing their experiences and strategies for generating income. MicroStrategy ($MSTR) is set to report earnings in XX days, and some users are speculating about the potential impact on the stock price. Hermes Lux, also known as @hermeslux, is mentioned as sharing updates on options trading strategies, specifically focusing on 30-40 DTE (days to expiration) and XX deltas.
Engagements: XXXXXX #
- X Week XXXXXXX +22%
- X Month XXXXXXXXX +81%
- X Months XXXXXXXXX +326%
- X Year XXXXXXXXX +541%
Mentions: XX #
- X Week XXX +5.70%
- X Month XXX +73%
- X Months XXX +90%
- X Year XXXXX +163%
Followers: XXXXXX #
- X Week XXXXXX +7.10%
- X Month XXXXXX +14%
- X Months XXXXXX +176%
- X Year XXXXXX +581%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence cryptocurrencies #1353 finance #3569 stocks #5423 automotive brands XXX% countries XXX%
Social topic influence mstr #10, bitcoin 6.02%, strategy #15, money 3.61%, saylor 3.61%, $mstr #17, $mtplf 3.61%, hermes #6, dividend 2.41%, lux #9
Top accounts mentioned or mentioned by @saylor @strategy @adrianrmorris @adrian_r_morris @jasonmp78 @sunny051488 @mariobermeo @liefmagnus @punterjeff @dperlman1 @mstrstrategy @frihetspenger @stevekimlaw @am13978371 @terpsikhoros @gozamah @jonnypokerasia @cg3real @thorleifegeli @luojix1
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Metaplanet Inc. (MTPLF) Tesla, Inc. (TSLA) Strike (STRK) Strategy Incorporated (STRF) Stride (STRD)
Top Social Posts #
Top posts by engagements in the last XX hours
"I know a lot of people are having a hard time wrapping their head around how net asset values work. You can think of it in terms of the enterprise value which you can also think of in terms of enterprise value per share including Bitcoin per share. In my formula share count is not required as an independent variable since the mnav already takes into account current and future share dilution. It might be easier to understand if you just make the future mnav=1"
@HermesLux on X 2025-07-21 10:23:40 UTC 11.1K followers, XX engagements
"Trump is backing up his words with his company and his money. It looks like Bitcoin is catching on after all" @HermesLux on X 2025-07-21 19:39:47 UTC 11K followers, 4214 engagements
"oops. TSWCF (-13%) and SQNS (-22%) are puking today" @HermesLux on X 2025-07-16 14:41:36 UTC 11.1K followers, 3664 engagements
"Correction to STRC being annual dividend yield of 9-10% paid monthly (typo)" @HermesLux on X 2025-07-22 10:38:29 UTC 11.2K followers, 1837 engagements
"@mariobermeo @unusual_whales There's no state income taxes. All other taxes are lower. People are generally happier in FL than the mid Atlantic states and the north" @HermesLux on X 2025-07-22 22:06:35 UTC 11.1K followers, XXX engagements
"You have to appreciate just how large the global Fixed Income (FI) market is to understand. BTC can swallow Gold and Real Estate but it still won't provide yield. MSTR through it's preferred equities (STRK/F/D/C) uses BTC-backed equity offerings to provide yield on top of BTC's growth. It's a behemoth that the world has never seen" @HermesLux on X 2025-07-22 14:17:54 UTC 11.2K followers, 4560 engagements
"$208M more BTC for Metaplanet. About 1900 BTC" @HermesLux on X 2025-06-30 02:38:50 UTC 11.2K followers, 6841 engagements
"This about building out the MSTR yield curve. This would compare to monthly US treasuries. So the argument would be "why buy US treasuries when you can buy this for a higher rate backed by Bitcoin"" @HermesLux on X 2025-07-21 21:29:18 UTC 11K followers, 7889 engagements
"@PunterJeff @Strategy @saylor @MSTRTrueNorth One face of the dodecahedron complete" @HermesLux on X 2025-07-23 10:33:23 UTC 11.2K followers, 1182 engagements
"@unusual_whales I get it. Lots of people in the DC and New York areas are trying to move to Florida and they want to get as much home/land in Florida as possible. I don't blame them" @HermesLux on X 2025-07-22 21:48:07 UTC 11.1K followers, 1421 engagements
"@Adrian_R_Morris @Strategy I'm indifferent to the specifics as long as they keep buying BTC. Learning how to trade MSTR 10s FA TA" @HermesLux on X 2025-07-24 02:00:57 UTC 11.2K followers, 1076 engagements
"The 10-Delta (10) Strategy Owning MSTR is the equivalent of having a job and selling covered calls is your paycheck. You don't need to worry about the price of the stock because as long as you own the shares you have your job and as long as you keep selling covered calls you will keep receiving a paycheck. If you ever want a pay raise then just buy another XXX shares or a multiple of XXX shares to sell more covered calls. Sell the 30-40 DTE 10s to keep your job. Background: This options trading strategy was developed by me specifically for $MSTR. I chose MSTR for multiple reasons: ➡I believe" @HermesLux on X 2025-07-23 18:03:34 UTC 11.2K followers, 89.1K engagements
"The $MSTY killer. Lol. Totally did not see that coming" @HermesLux on X 2025-07-21 20:52:55 UTC 11.1K followers, 41.5K engagements
"@Adrian_R_Morris 30-40 deltas are about right for pltr at this juncture" @HermesLux on X 2025-07-25 01:26:19 UTC 11.2K followers, XXX engagements
"Clarifying $MTPLF price predictions Facts: MP owns 16352 BTC Current mNAV = 3.19x BTC $118000 MTPLF $9/share Assumptions: Will own 30000 by end of 2025 (1.834x) Will own 210000 by end of 2027 (12.842x) mNAV won't go less than 1x within next X years mNAV will end 2025 at 3x mNAV will end 2027 at 2x BTC will reach at least $150k by end of 2025 (1.271x) and at least $200k by end of 2027 (1.695x) Using these facts and assumptions* I derive the following formula: MTPLF 2025/2027 year end price = Future mNAV / (current mNAV / BTC growth multiple) * current MTPLF share price * BTC price multiple --" @HermesLux on X 2025-07-20 22:58:44 UTC 11.1K followers, 57.5K engagements
"$MSTY math. Last month MSTY issued a dividend of $1.24/share representing a XXX% monthly dividend and the lowest of an ever falling decline in monthly yields. To generate this ($1.24) yield selling covered calls today you would have to sell the equivalent of the XX delta at XX DTE but that would be an in-the-money strike so we can conclude that the dividend must continue to fall for this ETF to continue. What is likely to happen is MSTY will continue to push for gradual dividend declines (by design) as a % of MSTY's ticker price. The orange line in the first chart (above) shows the inevitable" @HermesLux on X 2025-07-24 18:56:39 UTC 11.2K followers, 47.1K engagements
"I don't trust pltr as a ticker. I've also got personal experience with this company dating back to 2011 on the government contracts side. They make good products but their valuation seems a bit too high for now. I think if I did anything with pltr it would be selling 45DTE call credit spreads. No issues with the others" @HermesLux on X 2025-07-25 01:17:57 UTC 11.2K followers, XXX engagements
"@DylanLeClair_ I hope you're taking notes Dylan" @HermesLux on X 2025-07-24 18:58:17 UTC 11.2K followers, 3015 engagements
"MTPLF mNAV X Prepare for snap back to 1500s soon" @HermesLux on X 2025-07-22 02:25:06 UTC 11.2K followers, 21.2K engagements
"Monthly $MSTR 10s are your effective Bitcoin yield On average* 1x MSTR XX pays your electric/utility bills 2x 10s pays your car payment 3x 10s pays your car and gas 4x 10s pays two car payments 5x 10s pays two cars+gas 6x 10s pays two cars+gas+auto insurance 7x 10s pays your mortgage/rent payment 10-15x 10s pays all your required living expenses * Estimates are based on $XXX per MSTR 30-40 DTE XX contract sold. This number will increase over time as the price of Bitcoin increases thereby increasing the price of mstr stock" @HermesLux on X 2025-07-25 11:36:25 UTC 11.2K followers, 12.5K engagements
"Because it is built into the net asset value. You can also look at the price to book ratio. The net asset value or the book value of each share increases despite share dilution as evermore Bitcoin is purchased thereby increasing the amount of Bitcoin per share over time. This is why the mnav will decrease over time. You don't need to think about dilution of shares because it is built into the NAV calculation" @HermesLux on X 2025-07-19 16:04:38 UTC 11.2K followers, XXX engagements
"@Adrian_R_Morris Yes it is going to siphon money away from any fund or other fixed income product offering monthly returns. It is a direct competitor to any fund offering fixed income monthly payouts to include annuities" @HermesLux on X 2025-07-21 23:36:39 UTC 11.2K followers, XXX engagements
"It looks like $mtplf is going to open around XX% up; about $8.80/share" @HermesLux on X 2025-07-23 11:23:43 UTC 11.2K followers, 7892 engagements
"Metaplanet has just repeated the same cycle that $mstr underwent from the end of November through March ( XX% drawdown). We are now entering the equivalent of April" @HermesLux on X 2025-07-22 20:07:56 UTC 11.2K followers, 16.5K engagements
"IMO @Strategy receiving credit ratings on their preferred stock offerings would do better for $MSTR than either a great earnings report or inclusion into the S&P 500" @HermesLux on X 2025-07-22 14:09:28 UTC 11.2K followers, 18.5K engagements
"@EricBitcoinFL I don't think they will grow faster than metaplanet. The UK is also a lot less friendly to bitcoin than either Japan or the US" @HermesLux on X 2025-07-23 11:25:11 UTC 11.2K followers, XXX engagements
"Getting paid $300-$400 per month per contract for something that is very unlikely to occur but pays you a lot more money if it does is the obvious choice. Don't leave money on the table. $MSTR 10s" @HermesLux on X 2025-07-24 17:05:14 UTC 11.2K followers, 28.2K engagements
"MSTR buys another 4980 BTC $MSTR ATM = $519.5M / XXXX% $STRK ATM = $28.9M / XXX% $STRF ATM = $29.7M / 5.1%" @HermesLux on X 2025-06-30 12:18:27 UTC 11.2K followers, 12K engagements
"The MSTR yield curve-- STRC (Stretch) T-Bills: Offers variable 9-10% monthly dividends prioritizing stability for conservative investors like T-Bills focus on safety and short-term liquidity. ➡Money Market Funds ➡Certificates of Deposit (CDs) ➡High-Yield Savings Accounts ➡Monthly investment income equities STRF (Strife) T-Notes: Provides fixed XX% dividends with price stability suiting income-focused investors with moderate risk similar to T-Notes steady returns. ➡Corporate Bonds ➡Dividend-Paying Stocks ➡Fixed Annuities STRK (Strike) T-Bonds: Combines X% dividends with conversion potential" @HermesLux on X 2025-07-22 03:27:28 UTC 11.2K followers, 23.7K engagements
"The North Star: 30-40DTE 10s .8 months still undefeated" @HermesLux on X 2025-07-23 14:28:43 UTC 11.2K followers, 7664 engagements
"Still no 9/5/2025 expirations on MSTR. What gives CBOE" @HermesLux on X 2025-07-23 13:50:18 UTC 11.2K followers, 2593 engagements
"How to roll MSTR 10s. To orient you to the attached image the cells in light green are my current positions; +13 (Long Calls) / -XX (Short Calls). All short calls are in red. The second and third columns are the opening and closing deltas. On 6/23 I opened a new long position (+13 calls) at the XX (don't copy this trade) and I opened a short position (-13 CCs) at the XX. On 7/2 my short calls were the XX and I rolled those up and out as MSTR started to run for a -$3463 loss on the CCs. On 7/14 my short calls were now the XX and I rolled those up and out (again) as MSTR continued to run for" @HermesLux on X 2025-07-25 16:51:41 UTC 11.2K followers, 11.2K engagements
"I am a big fan of STRK STRF and STRD but for a different reason. If you are investing in STRK STRF or STRD for growth you will be disappointed. These equities are not going to generate much growth. Don't believe those who say otherwise. Growth is not the primary purpose of these equities. The growth that they have experienced thus far will be muted more so going forward but that is not a problem for the right investors. Their primary purpose is to give @Strategy the ability to stomp on them as much as possible for fiat transmutation into Bitcoin to benefit MSTR. However if you want reliable" @HermesLux on X 2025-07-25 20:46:56 UTC 11.2K followers, 14K engagements
"@kingpriyom @saylor I spend 1-2 hours per month trading. My portfolio beats MSTR's total return and MSTY's total dividend. Honestly I need to start my own fund HF: "Alpha Lux" Let me know if you have any questions" @HermesLux on X 2025-07-22 15:00:09 UTC 11.2K followers, XXX engagements
"I want to revise this estimate. Expect mNAV to be 2x by the end of 2027 not 3x. Updated 2027 calculations (base case): Future MTPLF price = X / XXXX * $X = $XX (if BTC flat) = $XXX (if BTC 2x) = $XXX (if BTC 3x) I'm changing the calculation to match a previous estimate I had because I think 3x mnav is realistic by the end of 2025 but 2x by the end of 2027. This is my base case not my bull or bear case" @HermesLux on X 2025-07-19 16:25:39 UTC 11.2K followers, 33.4K engagements
"A rising tide lifts all boats. Help each other out" @HermesLux on X 2025-07-23 20:44:32 UTC 11.2K followers, 6674 engagements
"Metaplanet price prediction for 2027 Metaplanet $MTPLF has a target of 210000 BTC acquired by the end of 2027. Put another way Metaplanet intends to 13.5x their BTC holdings from today by the end of 2027. If we math this out we can derive an estimated share price by dividing X (assuming a future 2x mNAV) by the quotient of the current mNAV (4.2x) divided by XXXX. We then take that number and multiply it by the current share price ($10.70). = X / (4.2 / 13.5) * XXXXX = $XXXXX per share by 12/31/2027 This is a math-based estimate a base case; not a bull case or bear case. That said I wish all" @HermesLux on X 2025-07-09 16:25:52 UTC 11.2K followers, 50.9K engagements
"@jonnypokerasia @Strategy it wont be drained just siphoned off a bit by BTC as a percentage of the whole" @HermesLux on X 2025-07-22 15:17:01 UTC 11K followers, XXX engagements
"@Adrian_R_Morris Yes and they work even better for high IV equities" @HermesLux on X 2025-07-25 00:39:32 UTC 11.2K followers, XXX engagements
"@MwmSpectrum People keep posting these charts as if they tell the whole picture (they don't). I'll be here if you ever want to learn how to make more money or for when you realize the problems of MSTY on a personal level (not theoretical). Until then enjoy MSTY" @HermesLux on X 2025-07-25 12:27:32 UTC 11.2K followers, XXX engagements
"Not needed for this post. First you need to understand how Net Asset Value per share works as share ownership gets diluted whilst its value per share increases. I try to break this down as simply as possible but if you still have a hard time with the math I encourage you to go research whatever you think is missing and do your own independent calculations. Then check your results with what I have here. It's the best way to learn" @HermesLux on X 2025-07-21 01:54:36 UTC 11.2K followers, XXX engagements
"It's a freakin flywheel on top of a flywheel. By ATMing the shiznat out of the preferreds @saylor is continuously incentivizing new buyers of STRK/F/D by offering them a chance at a higher dividend (as the price of the preferred shares declines the dividend yield increases). This in turn generates more income for @Strategy to buy more BTC" @HermesLux on X 2025-07-14 16:15:00 UTC 11.2K followers, 31K engagements
"This is the correct setup: One screen to trade one to constantly monitor Bitcoin price (@Swan classical music plays in bg) one to monitor my watchlist and one to play The Big Short on repeat" @HermesLux on X 2025-07-23 03:36:37 UTC 11.2K followers, 5415 engagements
"@saylor @titlejt STRP: "Strap" or "Stripe" your call" @HermesLux on X 2025-07-24 11:50:28 UTC 11.2K followers, 1062 engagements
"@skrachdis The reserve ratio might be higher but banks will do it. Think about gold. There is more gold traded than gold available thanks to paper gold" @HermesLux on X 2025-07-15 10:26:31 UTC 11.2K followers, XXX engagements
"@WorkforLife3 @benogl @saylor It's not following MSTR at all. MSTY is down XX% yoy while MSTR is up 140%" @HermesLux on X 2025-07-22 12:18:39 UTC 11.2K followers, XX engagements
"This is probably the most valuable X minute video on how money works that you'll ever watch" @HermesLux on X 2025-07-15 01:08:44 UTC 11.2K followers, 80.1K engagements
"At this present moment MP is not undervalued; it has a XXX mNAV. That said the amount of explosive growth it will soon experience is very underappreciated by most. MP expects to increase their BTC holdings by 12.84x by the end of 2027. If BTC were to stay flat and $MTPLF stayed flat that would result in an mNAV of 0.25x (3.24 / 12.84). This won't happen. Expect that the MP mNAV will track 3x by the end of 2027. Thus: 2027 MTPLF price = future mNAV (3) / (current mnav / BTC growth multiple (12.84) * current share price ($9) 2027 MTPLF price = X / XXXX * $X (if BTC flat) = $XXX If BTC 2x then" @HermesLux on X 2025-07-18 19:48:29 UTC 11.2K followers, 152.1K engagements
"How to roll MSTR 10s. To orient you to the attached image the cells in light green are my current positions; +13 (Long Calls) / -XX (Short Calls). All short calls are in red. The second and third columns are the opening and closing deltas. On 6/23 I opened a new long position (+13 calls) at the XX (don't copy this trade) and I opened a short position (-13 CCs) at the XX. On 7/2 my short calls were the XX and I rolled those up and out as MSTR started to run for a -$3463 loss on the CCs. On 7/14 my short calls were now the XX and I rolled those up and out (again) as MSTR continued to run for" @HermesLux on X 2025-07-25 16:00:24 UTC 11.2K followers, 1835 engagements
"If you invest $100k into Metaplanet today you will likely have greater than $X million in less than X years" @HermesLux on X 2025-06-11 20:37:18 UTC 11.1K followers, 35.9K engagements
"I'm already bored with BTC @ $119k. Wen $125k" @HermesLux on X 2025-07-22 17:51:46 UTC 11.2K followers, 6837 engagements
"Given the flywheel if Bitcoin jumps then the share price should also jump and when that does it makes selling their stock more profitable to buy more Bitcoin even at the higher prices. As long as the stock keeps trading at a premium to the net asset value then it will always be profitable to keep selling shares to buy more Bitcoin thereby increasing their Bitcoin per share" @HermesLux on X 2025-07-13 15:22:51 UTC 11.1K followers, XX engagements
"@Adrian_R_Morris @LorenGrad1 people are in for a rude awakening" @HermesLux on X 2025-07-22 12:49:25 UTC 11.2K followers, XXX engagements
"@HairTrigger5 I can't tell you what you should do only how to do it when you are ready and sure of what you want to do" @HermesLux on X 2025-07-25 17:55:13 UTC 11.2K followers, XXX engagements
"$STRC is a direct competitor to $MSTY except it will offer close to the same dollar amount every month. Whereas even if MSTY offers XX% per month it will be on an ever declining principle making that XX% smaller and smaller in terms of real dollars over time. @saylor saw the demand the people wanted and constructed a far superior product without the middleman and without the fees. Game over for MSTY. This is the evolution of finance at its best. $MSTR is King" @HermesLux on X 2025-07-21 21:02:18 UTC 11.2K followers, 216.5K engagements
"@monegenix @Adrian_R_Morris @Strategy Thank you" @HermesLux on X 2025-07-24 11:49:15 UTC 11.2K followers, XX engagements