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#  @HermesLux Hermes Lux
Hermes Lux posts on X about mstr, bitcoin, hermes, money the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
### Engagements: XXXXXXX [#](/creator/twitter::1349508768346812420/interactions)
- X Week XXXXXXX +165%
- X Month XXXXXXXXX +170%
- X Months XXXXXXXXX +308%
- X Year XXXXXXXXX +1,184%
### Mentions: XX [#](/creator/twitter::1349508768346812420/posts_active)
- X Week XXX +35%
- X Month XXX +108%
- X Months XXX +99%
- X Year XXXXX +155%
### Followers: XXXXXX [#](/creator/twitter::1349508768346812420/followers)
- X Week XXXXXX +3.50%
- X Month XXXXXX +8.50%
- X Months XXXXXX +164%
- X Year XXXXXX +546%
### CreatorRank: XXXXXX [#](/creator/twitter::1349508768346812420/influencer_rank)
### Social Influence [#](/creator/twitter::1349508768346812420/influence)
---
**Social category influence**
[finance](/list/finance) #615 [cryptocurrencies](/list/cryptocurrencies) #694 [stocks](/list/stocks) #2846 [automotive brands](/list/automotive-brands) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [exchanges](/list/exchanges) XXXX%
**Social topic influence**
[mstr](/topic/mstr) #4, [bitcoin](/topic/bitcoin) #650, [hermes](/topic/hermes) #7, [money](/topic/money) #279, [$mtplf](/topic/$mtplf) #20, [saylor](/topic/saylor) #4, [strategy](/topic/strategy) #12, [$mstr](/topic/$mstr) #8, [$msty](/topic/$msty) #1, [$strc](/topic/$strc) #3
**Top accounts mentioned or mentioned by**
[@saylor](/creator/undefined) [@strategy](/creator/undefined) [@nithusezni](/creator/undefined) [@liefmagnus](/creator/undefined) [@rosepetal236](/creator/undefined) [@jasonmp78](/creator/undefined) [@sunny051488](/creator/undefined) [@jonnypokerasia](/creator/undefined) [@cryptodoc20](/creator/undefined) [@mstrstrategy](/creator/undefined) [@orangecryptotec](/creator/undefined) [@indianhodl](/creator/undefined) [@frihetspenger](/creator/undefined) [@stevekimlaw](/creator/undefined) [@punterjeff](/creator/undefined) [@am13978371](/creator/undefined) [@terpsikhoros](/creator/undefined) [@trestintwhite](/creator/undefined) [@cg3real](/creator/undefined) [@gerovic12](/creator/undefined)
**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Strategy (MSTR)](/topic/strategy) [Tesla, Inc. (TSLA)](/topic/tesla) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Robinhood Markets, Inc. (HOOD)](/topic/$hood)
### Top Social Posts [#](/creator/twitter::1349508768346812420/posts)
---
Top posts by engagements in the last XX hours
"0.75% per week WEEK XX UPDATE 💰💸💵 YTD: +65.05% Week: XXXX% CWGR: +1.15% Opened Positions (6): 🐢3x $TLT Put Credit Spreads for $XXX. 🐢2x $TLT Put Credit Spreads for $XXX. 🐢3x $XLV Put Credit Spreads for $XXX. 🐢2x $QUAL Call Credit Spreads for $XXX. 🐢2x $QUAL Put Credit Spreads for $XX. 🐢2x $ITB Put Credit Spreads for $XXX. Closed Positions (8): 💰3x $XLV Put Credit Spreads after X days for XX% ($94) profit. 💰2x $TLT Put Credit Spreads after X days for XX% ($127) profit. 💰4x $TBT Call Credit Spreads after XX days for XX% ($65) profit. 💰2x $TLT Put Credit Spreads after XX days for"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1720768713580830797) 2023-11-04 11:43:26 UTC 10.6K followers, 2692 engagements
"Bitcoin 118k. Mstr XXX. The market gods have heard me"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1943616197775310874) 2025-07-11 10:19:46 UTC 10.6K followers, 11.1K engagements
"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 10.6K 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 10.6K followers, 4081 engagements
"@frihetspenger Share dilution was built into my calculation. If you still don't understand how this all works I would recommend some very good index funds"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946305732204249471) 2025-07-18 20:27:01 UTC 10.6K followers, 1708 engagements
"@GaryCardone Some people might say " there is no second best" but honestly HBAR is the second best. Understanding is key"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946710837525197035) 2025-07-19 23:16:46 UTC 10.6K followers, 1173 engagements
"@LiefMagnus What was your compound growth argument I don't call seeing it"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947410186638962953) 2025-07-21 21:35:44 UTC 10.6K followers, XXX engagements
"Follow Metaplanet trading around the globe: Tokyo Stock Exchange ("3350"): Open: 8:00 PM ET Lunch Break: 10:30 PM11:30 PM ET Reopen: 11:30 PM ET Close: 2:25 AM ET Frankfurt Stock Exchange ("DN3"): Open: 3:00 AM ET Close: 11:30 AM ET USOTC ("MTPLF"): Open: 9:30 AM ET Close: 4:00 PM ET"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1925327319633195473) 2025-05-21 23:06:18 UTC 10.6K followers, 8959 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 10.6K followers, 3181 engagements
"To be clear @CharlesSchwab the company does not own 61M Metaplanet shares; the shares are purchased through and custodied by Schwab for the benefit of (FBO) of their customers (e.g. Me)"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1945867633254936629) 2025-07-17 15:26:10 UTC 10.6K followers, 11.3K 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 10.6K followers, 7605 engagements
"@AM13978371 @terpsikhoros These are the total authorized but as you can see in that picture the XXX plan involves using far less. If they do use all XXX billion shares then they will be buying a lot more Bitcoin then they are forecasting"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947086997295661068) 2025-07-21 00:11:29 UTC 10.6K followers, XX 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 10.6K followers, 39.8K engagements
"@Echo_Nova_5 @saylor Correct on a consistent principle. Not a declining principle"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947403650453934416) 2025-07-21 21:09:45 UTC 10.6K followers, 5302 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 10.6K followers, 56.3K engagements
"@gozamah @saylor They are still direct competitors regardless of their customer base"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947426565169811872) 2025-07-21 22:40:49 UTC 10.6K followers, XXX engagements
""The amount I could make from the capital I have in MSTY running your strategy would be peanuts compared to the income Im getting from Msty" This is the very point I try to help educate people because it is so far from the truth. No matter how much I put up my actual results and countless examples I still get people saying the same stuff. It's almost like what I'm saying is not sinking in for a lot of people. There are a lot of people that I have been able to help and that's why I keep going. For others perhaps msty is the best thing for them"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947423427473883185) 2025-07-21 22:28:21 UTC 10.6K followers, 4480 engagements
"@krcp @terpsikhoros Terminal mNAV will always be 1x unless the management does something wrong. Therefore all forward estimates should use 1x in their most bearish calculations. Separating the dilution in shares might be interesting to know but won't change the bottom line estimates"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947126377968275864) 2025-07-21 02:47:59 UTC 10.6K followers, XXX engagements
"If you could buy BTC at XX% or XX% off today would you do it Of course you would so don't whine when $MSTR $MTPLF and so many other BTC treasury companies do that by selling their company's shares. It's only dilutive in your ownership % of the company NOT in your value per share. Welcome to intelligent leverage in modern finance"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947086334922752358) 2025-07-21 00:08:52 UTC 10.6K followers, 7561 engagements
"it's Wednesday people. let's make some money"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1945489948410314987) 2025-07-16 14:25:23 UTC 10.6K followers, 2506 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 10.6K followers, XXX engagements
"Lol no. The principal stays the same with strc. With msty the principal will go down every month and that percentage will be a lower dollar amount forever. This is practically a fixed dollar amount but the interest rate will be variable to maintain a close to the same dollar amount every month. $MSTY is finished"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947400712474005938) 2025-07-21 20:58:05 UTC 10.6K followers, XXX engagements
"1. You are presenting a "Strawman Fallacy". X. My numbers seem absurd because you are missing what you don't understand (how NAV and debt work). You insist on listing a future share count which we don't really know. Yes $42B / $XXXXX = 684M; that math is correct but that is NOT what the share count will be. You're insistence upon that is what is confusing you resulting in your strawman fallacy (false logic argument). X. In the example ending with $XXXXX that would be the estimated minimum MTPLF share price if they owned 210000 BTC and a current BTC price of $200k equivalent of today's BTC NAV"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947270541536109014) 2025-07-21 12:20:50 UTC 10.6K followers, XX engagements
"MSTR earnings There are two aspects to all of this. One is what the analysts talk about all the fundamentals of the company and the business. The other aspect is the reality that becomes the catalyst for the stock price to move one way or another. Understanding the fundamentals is important and interesting but it doesn't tell you what the stock's going to do in the short term. People married to their analysis tend to overestimate. At this point we know they will report very significant earnings per share somewhere in the range of $XX to $XX per share which will very likely lead to a"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1945950280073535667) 2025-07-17 20:54:35 UTC 10.6K followers, 17K 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 10.6K followers, 10.9K 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 10.6K followers, 20K engagements
"MSTR is up 2.3%; Both my long and short calls are positive on the day. I've successfully rolled short calls several times to the ones you see here. They were up to the XX deltas; now back down to XX deltas. Time decay is your friend. Time remains undefeated as do XX deltas"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947357872590852560) 2025-07-21 18:07:51 UTC 10.6K followers, 5144 engagements
"These numbers include DRIP which defeats the purpose of a monthly dividend producing ETF. if you're going to reinvest the divy then you may as well just buy the underlying ticker. As a comparison MSTR is up over XXX% in the same time MSTY generated XXX% DRIP included. Without DRIP its far worse for MSTY"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947643059581182227) 2025-07-22 13:01:05 UTC 10.6K followers, XXX engagements
"MTPLF New metric just broke. Guys I figured it out. Whenever NAV 3/4" from the MC the stock bounces. 🎤drop"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1945835120302203256) 2025-07-17 13:16:59 UTC 10.6K followers, 11.5K engagements
"@vtomecek Any standard brokerage. Robinhood and Webell for some reason cannot trade over-the-counter stocks which really makes no sense given their clientele. But it might be because of who is backing them"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946616409477234968) 2025-07-19 17:01:33 UTC 10.6K followers, XXX engagements
"@14g23h34 @saylor "Msty is sitting nearly exactly where it was issued" Just like the USD"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947607992859324563) 2025-07-22 10:41:44 UTC 10.6K followers, XX engagements
"Metaplanet will retire a lot of smart people in the next X and 1/2 years. Recurring income generation via XX deltas is still TBD"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946307631183720549) 2025-07-18 20:34:34 UTC 10.6K followers, 42.5K 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 10.6K followers, 33K engagements
"Sure would be something to see BTC hit $120k this weekend"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1943761441330229380) 2025-07-11 19:56:55 UTC 10.6K followers, 18.1K engagements
"@DiscussingFilm The marvel movies did well despite James Gunn not because of him. I'm not sure DC will do as well. The DC universe is much more serious. If Gunn turns it all into a comedy it's not going to work out well"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947046295794757723) 2025-07-20 21:29:45 UTC 10.6K followers, 5122 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 10.6K followers, 50.8K 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 10.6K followers, XXX engagements
"@CG3real I don't get close to expiration with my long legs. These are supposed to simulate owning shares so I have to roll them every X to X months"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947411427381416181) 2025-07-21 21:40:40 UTC 10.6K followers, XXX engagements
"I think this is a great offering product from strategy. My issue with msty is that it is an ETF that is built to go down and is built to underperform the equity that it leverages to fund its dividends. That is a subpar investment. The only reason it done as well as it has is because of how strong MST are is. Now people no longer require a middleman to generate monthly income"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947406341133266948) 2025-07-21 21:20:27 UTC 10.6K 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 10.6K followers, XXX engagements
"TL/DR: 10x - 20x in XXX years. This is just a base case. Time to get your ticket for the M-train"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946313390953038259) 2025-07-18 20:57:27 UTC 10.6K followers, 15.6K 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 10.6K followers, 31K engagements
"You need to understand that Yield Max ETFs are structured in such a way to fleece their investors. The main attractive component of the Yield Max ETFs is their high yield in the very first year. Every subsequent year this rate will rapidly decline. This is how almost every Yield Max ETF is constructed"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947434542387560565) 2025-07-21 23:12:31 UTC 10.6K followers, XX engagements
"Options Leverage Ratios If I had $10M to invest in $MSTR I would torque up my options leverage ratio to buy more MSTR to safely sell more XX deltas 30-40 DTE. How would this look Example A: Given: MSTR = $XXX Using $10M to buy shares it would cost $45000 to buy XXX shares of MSTR. This would result in owning 22222 shares and the ability to sell XXX covered call contracts. But safely torque up the options leverage ratio using the same $10M you could effectively control far more shares thereby being able to sell far more covered call contracts resulting in a far higher yield. Example B: Using"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1945115069278236889) 2025-07-15 13:35:45 UTC 10.6K followers, 15.9K engagements
"Does anyone else think that banks will be allowed to fractionally reserve Bitcoin just like they do with fiat currency or is no one thinking about that M1/M2/M3 (Fiat money supply) B1/B2/B3 (Bitcoin supply)"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1944965553493512335) 2025-07-15 03:41:38 UTC 10.6K followers, 8492 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 10.6K followers, 79.6K 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 10.6K followers, 150.9K engagements
"@BuilderMan365 The number is probably off but we don't know how much because they haven't published exactly what they bought. The amount in the image put out on that website was input by a user and is estimated based on the amount of money used to purchase Bitcoin and Bitcoin derivatives"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947382652761243700) 2025-07-21 19:46:19 UTC 10.6K followers, XX engagements
"@Cannabis_Cane Apples to apples consider that mstr had to go up XXX% for msty to get the return it had (180%) over the same time frame since its inception. Mstr is not going to run XXX% every XX months consistently. It would behoove you to think ahead"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947436547336184065) 2025-07-21 23:20:29 UTC 10.6K followers, XX engagements
"0.75% per week WEEK XX UPDATE 💵💸🐢 YTD: +43.62% Week: -XXXX% CWGR: +0.77% Opened Positions (1) 🐢4x $QUAL Call Credit Spread for $XXX. Closed Positions (2) 💩2x $ITB Iron Butterflies after 35/22 days for -XXX% (-$397) Loss. 💰2x $XLU Iron Condors after 27/30 days for XXXX% ($14) profit. I have two different sets of dates for both my closed positions because I opened/closed the different sides of the spreads on different dates. I was assigned shares on my $ITB Iron Butterfly but I calculated the total net loss in the position above. What happened was that I was forced to SELL XXX shares at"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1728444300982141010) 2023-11-25 16:03:28 UTC 10.6K followers, 2225 engagements
"If you invest $100k into Metaplanet today you will likely have greater than $X million in less than X years"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1932899968454414780) 2025-06-11 20:37:18 UTC 10.6K followers, 35.9K engagements
"The USD is the strongest fiat currency in the world"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946038671259451481) 2025-07-18 02:45:49 UTC 10.6K followers, 3916 engagements
"@thorleifegeli That is how all yield Max ETFs are designed. They do stellar for the most part in the first year and they decline after that. That is the primary issue that I take with this company that runs these ETFs"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947430374906228756) 2025-07-21 22:55:57 UTC 10.6K followers, XXX engagements
"What am I missing @Saylor: "There is no second best" @LawrenceLepard: "The big print is coming" @LynAldenContact: "Nothing is going to stop this train" @PunterJeff: "Bewilderment intensifies" @HermesLux: "MSTR 30-40 DTE XX deltas" @realDonaldTrump: "They don't know what the @#$ they're doing.""
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1946178082047668504) 2025-07-18 11:59:47 UTC 10.6K followers, 22.4K engagements
"The $MSTY prophecy of the law of diminishing returns gets stronger each passing month:"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1942296098564874681) 2025-07-07 18:54:10 UTC 10.6K followers, 43K engagements
"$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 10.6K followers, 205.8K engagements
"Lol. Why not STRC How far are we going @Adrian_R_Morris"
 [@HermesLux](/creator/x/HermesLux) on [X](/post/tweet/1947395541438239094) 2025-07-21 20:37:32 UTC 10.6K followers, 10.3K 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.]
@HermesLux Hermes Lux
Hermes Lux posts on X about mstr, bitcoin, hermes, money the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXX +165%
- X Month XXXXXXXXX +170%
- X Months XXXXXXXXX +308%
- X Year XXXXXXXXX +1,184%
Mentions: XX #
- X Week XXX +35%
- X Month XXX +108%
- X Months XXX +99%
- X Year XXXXX +155%
Followers: XXXXXX #
- X Week XXXXXX +3.50%
- X Month XXXXXX +8.50%
- X Months XXXXXX +164%
- X Year XXXXXX +546%
CreatorRank: XXXXXX #
Social Influence #
Social category influence finance #615 cryptocurrencies #694 stocks #2846 automotive brands XXXX% currencies XXXX% travel destinations XXXX% exchanges XXXX%
Social topic influence mstr #4, bitcoin #650, hermes #7, money #279, $mtplf #20, saylor #4, strategy #12, $mstr #8, $msty #1, $strc #3
Top accounts mentioned or mentioned by @saylor @strategy @nithusezni @liefmagnus @rosepetal236 @jasonmp78 @sunny051488 @jonnypokerasia @cryptodoc20 @mstrstrategy @orangecryptotec @indianhodl @frihetspenger @stevekimlaw @punterjeff @am13978371 @terpsikhoros @trestintwhite @cg3real @gerovic12
Top assets mentioned Bitcoin (BTC) Metaplanet Inc. (MTPLF) Strategy (MSTR) Tesla, Inc. (TSLA) Charles Schwab Corporation (SCHW) Robinhood Markets, Inc. (HOOD)
Top Social Posts #
Top posts by engagements in the last XX hours
"0.75% per week WEEK XX UPDATE 💰💸💵 YTD: +65.05% Week: XXXX% CWGR: +1.15% Opened Positions (6): 🐢3x $TLT Put Credit Spreads for $XXX. 🐢2x $TLT Put Credit Spreads for $XXX. 🐢3x $XLV Put Credit Spreads for $XXX. 🐢2x $QUAL Call Credit Spreads for $XXX. 🐢2x $QUAL Put Credit Spreads for $XX. 🐢2x $ITB Put Credit Spreads for $XXX. Closed Positions (8): 💰3x $XLV Put Credit Spreads after X days for XX% ($94) profit. 💰2x $TLT Put Credit Spreads after X days for XX% ($127) profit. 💰4x $TBT Call Credit Spreads after XX days for XX% ($65) profit. 💰2x $TLT Put Credit Spreads after XX days for"
@HermesLux on X 2023-11-04 11:43:26 UTC 10.6K followers, 2692 engagements
"Bitcoin 118k. Mstr XXX. The market gods have heard me" @HermesLux on X 2025-07-11 10:19:46 UTC 10.6K followers, 11.1K engagements
"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 10.6K 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 10.6K followers, 4081 engagements
"@frihetspenger Share dilution was built into my calculation. If you still don't understand how this all works I would recommend some very good index funds" @HermesLux on X 2025-07-18 20:27:01 UTC 10.6K followers, 1708 engagements
"@GaryCardone Some people might say " there is no second best" but honestly HBAR is the second best. Understanding is key" @HermesLux on X 2025-07-19 23:16:46 UTC 10.6K followers, 1173 engagements
"@LiefMagnus What was your compound growth argument I don't call seeing it" @HermesLux on X 2025-07-21 21:35:44 UTC 10.6K followers, XXX engagements
"Follow Metaplanet trading around the globe: Tokyo Stock Exchange ("3350"): Open: 8:00 PM ET Lunch Break: 10:30 PM11:30 PM ET Reopen: 11:30 PM ET Close: 2:25 AM ET Frankfurt Stock Exchange ("DN3"): Open: 3:00 AM ET Close: 11:30 AM ET USOTC ("MTPLF"): Open: 9:30 AM ET Close: 4:00 PM ET" @HermesLux on X 2025-05-21 23:06:18 UTC 10.6K followers, 8959 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 10.6K followers, 3181 engagements
"To be clear @CharlesSchwab the company does not own 61M Metaplanet shares; the shares are purchased through and custodied by Schwab for the benefit of (FBO) of their customers (e.g. Me)" @HermesLux on X 2025-07-17 15:26:10 UTC 10.6K followers, 11.3K 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 10.6K followers, 7605 engagements
"@AM13978371 @terpsikhoros These are the total authorized but as you can see in that picture the XXX plan involves using far less. If they do use all XXX billion shares then they will be buying a lot more Bitcoin then they are forecasting" @HermesLux on X 2025-07-21 00:11:29 UTC 10.6K followers, XX engagements
"The $MSTY killer. Lol. Totally did not see that coming" @HermesLux on X 2025-07-21 20:52:55 UTC 10.6K followers, 39.8K engagements
"@Echo_Nova_5 @saylor Correct on a consistent principle. Not a declining principle" @HermesLux on X 2025-07-21 21:09:45 UTC 10.6K followers, 5302 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 10.6K followers, 56.3K engagements
"@gozamah @saylor They are still direct competitors regardless of their customer base" @HermesLux on X 2025-07-21 22:40:49 UTC 10.6K followers, XXX engagements
""The amount I could make from the capital I have in MSTY running your strategy would be peanuts compared to the income Im getting from Msty" This is the very point I try to help educate people because it is so far from the truth. No matter how much I put up my actual results and countless examples I still get people saying the same stuff. It's almost like what I'm saying is not sinking in for a lot of people. There are a lot of people that I have been able to help and that's why I keep going. For others perhaps msty is the best thing for them" @HermesLux on X 2025-07-21 22:28:21 UTC 10.6K followers, 4480 engagements
"@krcp @terpsikhoros Terminal mNAV will always be 1x unless the management does something wrong. Therefore all forward estimates should use 1x in their most bearish calculations. Separating the dilution in shares might be interesting to know but won't change the bottom line estimates" @HermesLux on X 2025-07-21 02:47:59 UTC 10.6K followers, XXX engagements
"If you could buy BTC at XX% or XX% off today would you do it Of course you would so don't whine when $MSTR $MTPLF and so many other BTC treasury companies do that by selling their company's shares. It's only dilutive in your ownership % of the company NOT in your value per share. Welcome to intelligent leverage in modern finance" @HermesLux on X 2025-07-21 00:08:52 UTC 10.6K followers, 7561 engagements
"it's Wednesday people. let's make some money" @HermesLux on X 2025-07-16 14:25:23 UTC 10.6K followers, 2506 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 10.6K followers, XXX engagements
"Lol no. The principal stays the same with strc. With msty the principal will go down every month and that percentage will be a lower dollar amount forever. This is practically a fixed dollar amount but the interest rate will be variable to maintain a close to the same dollar amount every month. $MSTY is finished" @HermesLux on X 2025-07-21 20:58:05 UTC 10.6K followers, XXX engagements
"1. You are presenting a "Strawman Fallacy". X. My numbers seem absurd because you are missing what you don't understand (how NAV and debt work). You insist on listing a future share count which we don't really know. Yes $42B / $XXXXX = 684M; that math is correct but that is NOT what the share count will be. You're insistence upon that is what is confusing you resulting in your strawman fallacy (false logic argument). X. In the example ending with $XXXXX that would be the estimated minimum MTPLF share price if they owned 210000 BTC and a current BTC price of $200k equivalent of today's BTC NAV" @HermesLux on X 2025-07-21 12:20:50 UTC 10.6K followers, XX engagements
"MSTR earnings There are two aspects to all of this. One is what the analysts talk about all the fundamentals of the company and the business. The other aspect is the reality that becomes the catalyst for the stock price to move one way or another. Understanding the fundamentals is important and interesting but it doesn't tell you what the stock's going to do in the short term. People married to their analysis tend to overestimate. At this point we know they will report very significant earnings per share somewhere in the range of $XX to $XX per share which will very likely lead to a" @HermesLux on X 2025-07-17 20:54:35 UTC 10.6K followers, 17K 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 10.6K followers, 10.9K 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 10.6K followers, 20K engagements
"MSTR is up 2.3%; Both my long and short calls are positive on the day. I've successfully rolled short calls several times to the ones you see here. They were up to the XX deltas; now back down to XX deltas. Time decay is your friend. Time remains undefeated as do XX deltas" @HermesLux on X 2025-07-21 18:07:51 UTC 10.6K followers, 5144 engagements
"These numbers include DRIP which defeats the purpose of a monthly dividend producing ETF. if you're going to reinvest the divy then you may as well just buy the underlying ticker. As a comparison MSTR is up over XXX% in the same time MSTY generated XXX% DRIP included. Without DRIP its far worse for MSTY" @HermesLux on X 2025-07-22 13:01:05 UTC 10.6K followers, XXX engagements
"MTPLF New metric just broke. Guys I figured it out. Whenever NAV 3/4" from the MC the stock bounces. 🎤drop" @HermesLux on X 2025-07-17 13:16:59 UTC 10.6K followers, 11.5K engagements
"@vtomecek Any standard brokerage. Robinhood and Webell for some reason cannot trade over-the-counter stocks which really makes no sense given their clientele. But it might be because of who is backing them" @HermesLux on X 2025-07-19 17:01:33 UTC 10.6K followers, XXX engagements
"@14g23h34 @saylor "Msty is sitting nearly exactly where it was issued" Just like the USD" @HermesLux on X 2025-07-22 10:41:44 UTC 10.6K followers, XX engagements
"Metaplanet will retire a lot of smart people in the next X and 1/2 years. Recurring income generation via XX deltas is still TBD" @HermesLux on X 2025-07-18 20:34:34 UTC 10.6K followers, 42.5K 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 10.6K followers, 33K engagements
"Sure would be something to see BTC hit $120k this weekend" @HermesLux on X 2025-07-11 19:56:55 UTC 10.6K followers, 18.1K engagements
"@DiscussingFilm The marvel movies did well despite James Gunn not because of him. I'm not sure DC will do as well. The DC universe is much more serious. If Gunn turns it all into a comedy it's not going to work out well" @HermesLux on X 2025-07-20 21:29:45 UTC 10.6K followers, 5122 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 10.6K followers, 50.8K 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 10.6K followers, XXX engagements
"@CG3real I don't get close to expiration with my long legs. These are supposed to simulate owning shares so I have to roll them every X to X months" @HermesLux on X 2025-07-21 21:40:40 UTC 10.6K followers, XXX engagements
"I think this is a great offering product from strategy. My issue with msty is that it is an ETF that is built to go down and is built to underperform the equity that it leverages to fund its dividends. That is a subpar investment. The only reason it done as well as it has is because of how strong MST are is. Now people no longer require a middleman to generate monthly income" @HermesLux on X 2025-07-21 21:20:27 UTC 10.6K 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 10.6K followers, XXX engagements
"TL/DR: 10x - 20x in XXX years. This is just a base case. Time to get your ticket for the M-train" @HermesLux on X 2025-07-18 20:57:27 UTC 10.6K followers, 15.6K 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 10.6K followers, 31K engagements
"You need to understand that Yield Max ETFs are structured in such a way to fleece their investors. The main attractive component of the Yield Max ETFs is their high yield in the very first year. Every subsequent year this rate will rapidly decline. This is how almost every Yield Max ETF is constructed" @HermesLux on X 2025-07-21 23:12:31 UTC 10.6K followers, XX engagements
"Options Leverage Ratios If I had $10M to invest in $MSTR I would torque up my options leverage ratio to buy more MSTR to safely sell more XX deltas 30-40 DTE. How would this look Example A: Given: MSTR = $XXX Using $10M to buy shares it would cost $45000 to buy XXX shares of MSTR. This would result in owning 22222 shares and the ability to sell XXX covered call contracts. But safely torque up the options leverage ratio using the same $10M you could effectively control far more shares thereby being able to sell far more covered call contracts resulting in a far higher yield. Example B: Using" @HermesLux on X 2025-07-15 13:35:45 UTC 10.6K followers, 15.9K engagements
"Does anyone else think that banks will be allowed to fractionally reserve Bitcoin just like they do with fiat currency or is no one thinking about that M1/M2/M3 (Fiat money supply) B1/B2/B3 (Bitcoin supply)" @HermesLux on X 2025-07-15 03:41:38 UTC 10.6K followers, 8492 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 10.6K followers, 79.6K 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 10.6K followers, 150.9K engagements
"@BuilderMan365 The number is probably off but we don't know how much because they haven't published exactly what they bought. The amount in the image put out on that website was input by a user and is estimated based on the amount of money used to purchase Bitcoin and Bitcoin derivatives" @HermesLux on X 2025-07-21 19:46:19 UTC 10.6K followers, XX engagements
"@Cannabis_Cane Apples to apples consider that mstr had to go up XXX% for msty to get the return it had (180%) over the same time frame since its inception. Mstr is not going to run XXX% every XX months consistently. It would behoove you to think ahead" @HermesLux on X 2025-07-21 23:20:29 UTC 10.6K followers, XX engagements
"0.75% per week WEEK XX UPDATE 💵💸🐢 YTD: +43.62% Week: -XXXX% CWGR: +0.77% Opened Positions (1) 🐢4x $QUAL Call Credit Spread for $XXX. Closed Positions (2) 💩2x $ITB Iron Butterflies after 35/22 days for -XXX% (-$397) Loss. 💰2x $XLU Iron Condors after 27/30 days for XXXX% ($14) profit. I have two different sets of dates for both my closed positions because I opened/closed the different sides of the spreads on different dates. I was assigned shares on my $ITB Iron Butterfly but I calculated the total net loss in the position above. What happened was that I was forced to SELL XXX shares at" @HermesLux on X 2023-11-25 16:03:28 UTC 10.6K followers, 2225 engagements
"If you invest $100k into Metaplanet today you will likely have greater than $X million in less than X years" @HermesLux on X 2025-06-11 20:37:18 UTC 10.6K followers, 35.9K engagements
"The USD is the strongest fiat currency in the world" @HermesLux on X 2025-07-18 02:45:49 UTC 10.6K followers, 3916 engagements
"@thorleifegeli That is how all yield Max ETFs are designed. They do stellar for the most part in the first year and they decline after that. That is the primary issue that I take with this company that runs these ETFs" @HermesLux on X 2025-07-21 22:55:57 UTC 10.6K followers, XXX engagements
"What am I missing @Saylor: "There is no second best" @LawrenceLepard: "The big print is coming" @LynAldenContact: "Nothing is going to stop this train" @PunterJeff: "Bewilderment intensifies" @HermesLux: "MSTR 30-40 DTE XX deltas" @realDonaldTrump: "They don't know what the @#$ they're doing."" @HermesLux on X 2025-07-18 11:59:47 UTC 10.6K followers, 22.4K engagements
"The $MSTY prophecy of the law of diminishing returns gets stronger each passing month:" @HermesLux on X 2025-07-07 18:54:10 UTC 10.6K followers, 43K engagements
"$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 10.6K followers, 205.8K engagements
"Lol. Why not STRC How far are we going @Adrian_R_Morris" @HermesLux on X 2025-07-21 20:37:32 UTC 10.6K followers, 10.3K engagements