[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.] #  @JasonKeenX Jason Keen Jason Keen posts on X about $cccm, $mbav, $upxi, $btc the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::117888045/interactions)  - X Week XXXXX +211% - X Month XXXXXX +18,014% - X Months XXXXXX +24% - X Year XXXXXX +723% ### Mentions: XX [#](/creator/twitter::117888045/posts_active)  ### Followers: XXX [#](/creator/twitter::117888045/followers)  - X Week XXX +5.70% - X Month XXX +14% - X Months XXX +53% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::117888045/influencer_rank)  ### Social Influence [#](/creator/twitter::117888045/influence) --- **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [countries](/list/countries) **Social topic influence** [$cccm](/topic/$cccm), [$mbav](/topic/$mbav), [$upxi](/topic/$upxi), [$btc](/topic/$btc), [radar](/topic/radar), [$cepo](/topic/$cepo), [sol](/topic/sol), [$ethland](/topic/$ethland), [$dfdv](/topic/$dfdv), [$sol](/topic/$sol) **Top assets mentioned** [Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM)](/topic/$cccm) [Bitcoin (BTC)](/topic/$btc) [DeFi Development Corp. (DFDV)](/topic/$dfdv) [Solana (SOL)](/topic/$sol) [World Liberty Financial (WLFI)](/topic/$wlfi) [iShares BTC Trust (IBIT)](/topic/$ibit) [Grayscale BTC ETF (GBTC)](/topic/$gbtc) [CEREAL (CEP)](/topic/$cep) ### Top Social Posts [#](/creator/twitter::117888045/posts) --- Top posts by engagements in the last XX hours "Thanks I thought I was crazy but I do see the stock was trading at just above $X before the deal announcement so XXX% is fair value. Any details on the timeline and when the deal might close I'm intrigued if this thing dumps to something like 2x mNAV but it's ultra risky at the moment. No options either"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1945209981554589902) 2025-07-15 19:52:54 UTC XXX followers, XX engagements "I'm in warrants on both commons in $MBAV (same premium to NAV as $CCCM seems like a more fair structure). Any preference on either for warrants or like them both Seems like mNAV is slightly more favorable on $MBAV thus warrants should command a slight premium. But don't know how the PIPE warrants will impact that relative comparison"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1942608653376278537) 2025-07-08 15:36:09 UTC XXX followers, XXX engagements "I think you might have posted this previously but is there a good resource for mNAV and other financial data for the $SOL treasury companies such as $DFDV and $UPXI. Feels like those are currently under-discussed but I would expect $SOL and its treasury companies to re-rate given the euphoria in $ETH-land"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1945858391307358215) 2025-07-17 14:49:27 UTC XXX followers, XXX engagements "@DJDunnoe_Trades Fair point a bad deal and floor is probably $1.50-$2.00. Are you expecting $WLFI I agree it will be something big and "exciting""  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1946019613885579708) 2025-07-18 01:30:05 UTC XXX followers, XXX engagements "@DJohnson_CPA Also a way to scale out at potentially quite a premium to the spot price. I know when I first started following $CCCM he was very vocal about the positive aspects of these $BTC treasury companies"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1945228620525412511) 2025-07-15 21:06:58 UTC XXX followers, XXX engagements "@DJDunnoe_Trades Do you care to share what you think it is or DM I have no dog in the fight I've sold out of $RTAC to move on to SPACs I think have good upside but more under the radar"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1946021339304755206) 2025-07-18 01:36:57 UTC XXX followers, XXX engagements "@DJDunnoe_Trades What did $CLBRW peak at I think thats your upside case but I dont love the r/r at $2.30"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1945995739810660613) 2025-07-17 23:55:13 UTC XXX followers, XXX engagements "Just gonna leave this here: An oft-quoted statement by Sam Bankman-Fried from the Odd Lots podcast is his description of yield farming where he used the metaphor of a "box." During the April 2022 episode Bankman-Fried said: Bankman-Fried described how one could create a "box" and a corresponding token which would initially have a small market cap. He explained how this could quickly escalate to a multi-million dollar market cap as people became interested and how "smart money" would then invest heavily to chase a high yield in tokens leading to significant increases in value. Many have"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1946066629168697392) 2025-07-18 04:36:55 UTC XXX followers, XX engagements "@DJohnson_CPA I had this same exact thought It would make a lot of sense given all the recent movements. I know he's a big $BTC believer but maybe these vehicles are a way for him to exit a bit without spooking the market"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1945228436437352604) 2025-07-15 21:06:14 UTC XXX followers, XXX engagements "Seems hard to keep track of and I think the companies probably like that. I'm guessing you're tracking all the big ones if I look at $UPXI for example can you tell me if my math is right these are rough estimates. They have about 55M common shares outstanding plus $200M of convertible notes (recent at $4.25/share conversion) so that will add dilution of about 45M common shares. That's $700M of common shares and they hold 1.65M $SOL worth close to $300M so mNAV is about 2.35x Seems "fairly priced" based on current market conditions but certainly not a steal"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1945862152125870436) 2025-07-17 15:04:24 UTC XXX followers, XXX engagements "Maybe just need the float to turn a bit more I think already approaching XX% so that's a good Day X start though not sure the follow-through. I think all of these interesting plays $GSRT $CCCM $MBAV $GTERU will probably just take a bit of time but I would be surprised if we don't see 10%+ moves on at least some of these in the next 1-2 months"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1943033092379189341) 2025-07-09 19:42:43 UTC XXX followers, XXX engagements "@krugman87 Oh cmon I would love to know what is even on the radar of people in their 60s and 70s"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1945870231227732275) 2025-07-17 15:36:30 UTC XXX followers, XX engagements "@NateGeraci @kgreifeld Wow I didnt realize Grayscale was still over $IBIT. I give them props for being a trailblazer but also think theyre a little scummy. I guess so many people trapped in $GBTC I definitely got screwed by the premium to discount move"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1945996322923782631) 2025-07-17 23:57:32 UTC XXX followers, XX engagements "@pennycheck Need a lot more of this for SPACs. Definitely has me interested too. But what makes this different from $AACT when it got options There was excitement for about one day and then it fizzled"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1946338369916571963) 2025-07-18 22:36:43 UTC XXX followers, XXX engagements "@DJohnson_CPA @SPACspin Just a nice little pump in the last XX minutes. I guess we still need to see the details but I guess $CEPO goes up because it has the $CEP precedent but $MBAV and $CCCM remain stuck close to NAV Seems completely irrational but maybe in this market it's perfectly rational"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1945220030582452691) 2025-07-15 20:32:50 UTC XXX followers, XXX engagements "@DJohnson_CPA Great price Im playing catch up so tracking $UPXI but would like it at least below 2x mNAV"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1945872823173488975) 2025-07-17 15:46:48 UTC XXX followers, XXX engagements "Appreciate the response. You might be right I need to dig in a bit more on $CCIR tho Im skeptical on the Ukraine angle. Regardless Im happy to see at least some SPACs get options. Another angle where crypto gets it right. Not sure why we dont have options on $CCCM $MBAV $CEPO etc. There are willing buyers and sellers"  [@JasonKeenX](/creator/x/JasonKeenX) on [X](/post/tweet/1946340363897057308) 2025-07-18 22:44:38 UTC XXX followers, XXX engagements
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Jason Keen posts on X about $cccm, $mbav, $upxi, $btc the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks cryptocurrencies finance countries
Social topic influence $cccm, $mbav, $upxi, $btc, radar, $cepo, sol, $ethland, $dfdv, $sol
Top assets mentioned Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM) Bitcoin (BTC) DeFi Development Corp. (DFDV) Solana (SOL) World Liberty Financial (WLFI) iShares BTC Trust (IBIT) Grayscale BTC ETF (GBTC) CEREAL (CEP)
Top posts by engagements in the last XX hours
"Thanks I thought I was crazy but I do see the stock was trading at just above $X before the deal announcement so XXX% is fair value. Any details on the timeline and when the deal might close I'm intrigued if this thing dumps to something like 2x mNAV but it's ultra risky at the moment. No options either" @JasonKeenX on X 2025-07-15 19:52:54 UTC XXX followers, XX engagements
"I'm in warrants on both commons in $MBAV (same premium to NAV as $CCCM seems like a more fair structure). Any preference on either for warrants or like them both Seems like mNAV is slightly more favorable on $MBAV thus warrants should command a slight premium. But don't know how the PIPE warrants will impact that relative comparison" @JasonKeenX on X 2025-07-08 15:36:09 UTC XXX followers, XXX engagements
"I think you might have posted this previously but is there a good resource for mNAV and other financial data for the $SOL treasury companies such as $DFDV and $UPXI. Feels like those are currently under-discussed but I would expect $SOL and its treasury companies to re-rate given the euphoria in $ETH-land" @JasonKeenX on X 2025-07-17 14:49:27 UTC XXX followers, XXX engagements
"@DJDunnoe_Trades Fair point a bad deal and floor is probably $1.50-$2.00. Are you expecting $WLFI I agree it will be something big and "exciting"" @JasonKeenX on X 2025-07-18 01:30:05 UTC XXX followers, XXX engagements
"@DJohnson_CPA Also a way to scale out at potentially quite a premium to the spot price. I know when I first started following $CCCM he was very vocal about the positive aspects of these $BTC treasury companies" @JasonKeenX on X 2025-07-15 21:06:58 UTC XXX followers, XXX engagements
"@DJDunnoe_Trades Do you care to share what you think it is or DM I have no dog in the fight I've sold out of $RTAC to move on to SPACs I think have good upside but more under the radar" @JasonKeenX on X 2025-07-18 01:36:57 UTC XXX followers, XXX engagements
"@DJDunnoe_Trades What did $CLBRW peak at I think thats your upside case but I dont love the r/r at $2.30" @JasonKeenX on X 2025-07-17 23:55:13 UTC XXX followers, XXX engagements
"Just gonna leave this here: An oft-quoted statement by Sam Bankman-Fried from the Odd Lots podcast is his description of yield farming where he used the metaphor of a "box." During the April 2022 episode Bankman-Fried said: Bankman-Fried described how one could create a "box" and a corresponding token which would initially have a small market cap. He explained how this could quickly escalate to a multi-million dollar market cap as people became interested and how "smart money" would then invest heavily to chase a high yield in tokens leading to significant increases in value. Many have" @JasonKeenX on X 2025-07-18 04:36:55 UTC XXX followers, XX engagements
"@DJohnson_CPA I had this same exact thought It would make a lot of sense given all the recent movements. I know he's a big $BTC believer but maybe these vehicles are a way for him to exit a bit without spooking the market" @JasonKeenX on X 2025-07-15 21:06:14 UTC XXX followers, XXX engagements
"Seems hard to keep track of and I think the companies probably like that. I'm guessing you're tracking all the big ones if I look at $UPXI for example can you tell me if my math is right these are rough estimates. They have about 55M common shares outstanding plus $200M of convertible notes (recent at $4.25/share conversion) so that will add dilution of about 45M common shares. That's $700M of common shares and they hold 1.65M $SOL worth close to $300M so mNAV is about 2.35x Seems "fairly priced" based on current market conditions but certainly not a steal" @JasonKeenX on X 2025-07-17 15:04:24 UTC XXX followers, XXX engagements
"Maybe just need the float to turn a bit more I think already approaching XX% so that's a good Day X start though not sure the follow-through. I think all of these interesting plays $GSRT $CCCM $MBAV $GTERU will probably just take a bit of time but I would be surprised if we don't see 10%+ moves on at least some of these in the next 1-2 months" @JasonKeenX on X 2025-07-09 19:42:43 UTC XXX followers, XXX engagements
"@krugman87 Oh cmon I would love to know what is even on the radar of people in their 60s and 70s" @JasonKeenX on X 2025-07-17 15:36:30 UTC XXX followers, XX engagements
"@NateGeraci @kgreifeld Wow I didnt realize Grayscale was still over $IBIT. I give them props for being a trailblazer but also think theyre a little scummy. I guess so many people trapped in $GBTC I definitely got screwed by the premium to discount move" @JasonKeenX on X 2025-07-17 23:57:32 UTC XXX followers, XX engagements
"@pennycheck Need a lot more of this for SPACs. Definitely has me interested too. But what makes this different from $AACT when it got options There was excitement for about one day and then it fizzled" @JasonKeenX on X 2025-07-18 22:36:43 UTC XXX followers, XXX engagements
"@DJohnson_CPA @SPACspin Just a nice little pump in the last XX minutes. I guess we still need to see the details but I guess $CEPO goes up because it has the $CEP precedent but $MBAV and $CCCM remain stuck close to NAV Seems completely irrational but maybe in this market it's perfectly rational" @JasonKeenX on X 2025-07-15 20:32:50 UTC XXX followers, XXX engagements
"@DJohnson_CPA Great price Im playing catch up so tracking $UPXI but would like it at least below 2x mNAV" @JasonKeenX on X 2025-07-17 15:46:48 UTC XXX followers, XXX engagements
"Appreciate the response. You might be right I need to dig in a bit more on $CCIR tho Im skeptical on the Ukraine angle. Regardless Im happy to see at least some SPACs get options. Another angle where crypto gets it right. Not sure why we dont have options on $CCCM $MBAV $CEPO etc. There are willing buyers and sellers" @JasonKeenX on X 2025-07-18 22:44:38 UTC XXX followers, XXX engagements
/creator/x::JasonKeenX