[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.] #  @JohnCoxCap John Cox John Cox posts on X about $obdc, $fssl, $fsco, nav the most. They currently have XXX followers and X posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1622311410830118912/interactions)  - X Week XXX +117% - X Month XXXXXX +25,905% - X Months XXXXXX +17,793% - X Year XXXXXX +1,138% ### Mentions: X [#](/creator/twitter::1622311410830118912/posts_active)  - X Week X -XX% - X Month XX +900% - X Months XX +225% - X Year XX +89% ### Followers: XXX [#](/creator/twitter::1622311410830118912/followers)  - X Month XXX +24% - X Months XXX +49% - X Year XXX +41% ### CreatorRank: undefined [#](/creator/twitter::1622311410830118912/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [exchanges](/list/exchanges) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [stocks](/list/stocks) XXXXX% **Social topic influence** [$obdc](/topic/$obdc) #5, [$fssl](/topic/$fssl) #2, [$fsco](/topic/$fsco) #1, [nav](/topic/nav) 33.33%, [$otf](/topic/$otf) 16.67%, [finance](/topic/finance) 16.67%, [heels](/topic/heels) 16.67%, [has been](/topic/has-been) 16.67%, [liquidity](/topic/liquidity) 16.67%, [$200m](/topic/$200m) XXXXX% **Top accounts mentioned or mentioned by** [@nathanfielder](/creator/undefined) [@riley_ngg](/creator/undefined) **Top assets mentioned** [Blue Owl Capital Corporation (OBDC)](/topic/$obdc) [Blue Owl Technology Finance Corp. (OTF)](/topic/$otf) [OwlDAO (OWL)](/topic/$owl) ### Top Social Posts Top posts by engagements in the last XX hours "The Blue Owl Technology Finance ($OTF) lock up expiration schedule has been modified: XXXX% monthly until the remaining XX% of non-traded positions is liquid. Interesting timing on the heels of the Blue Owl II + $OBDC merger announcement the $FSSL listing and the likely $FSSL/$FSCO merger. Its bulking season for BDCs $OTF" [X Link](https://x.com/JohnCoxCap/status/1986627233012682959) 2025-11-07T02:50Z XXX followers, XXX engagements "Last night FS Specialty Lending Fund $FSSL quietly updated their NAV down X% in advance of today's NYSE listing. Today investor statements which did not yet reflect the new NAV ended down -27%. In these early days we'll see behavioral psychology and programmatic buying go head to head. On the sell side 70000+ retail shareholders who originally bought the stock for $XX. On the buy side the newly implemented 'opt out' DRP program and $XX million of synthetic buying from FS Credit Income $FCRIX and FS Credit Opportunities $FSCO via TRSs. Interestingly FSSL also has a TRS with FSCO as the" [X Link](https://x.com/JohnCoxCap/status/1989143375631573402) 2025-11-14T01:28Z XXX followers, XXX engagements "The timing of the merger was almost certainly influenced by redemptions but the $OBDC roll-up was happening either way. This is the same list/merge playbook that dozens of finite or lifecycle non-traded BDCs have followed for more than a decade. Where things really get interesting.is with the perpetual non-traded BDCs. They promise ongoing periodic liquidity but they also own genuinely illiquid assets. Eventually those two realities collide. Which brings us to the real question: what happens when perpetual vehicles face sustained net outflows Do they actually honor their redemption" [X Link](https://x.com/JohnCoxCap/status/1990224558587097167) 2025-11-17T01:04Z XXX followers, 14.9K engagements "Checking in on $FSSL. Technical setup: 15M+ shares traded well above the 8M-share COVID backlog. Hard to know how much true legacy retail has cleared given churn but volume is sufficient for meaningful rotation. $$200M+ traded exceeding the $75M in TRS notional from $FSCO ($50M) and $FCRIX ($25M). **TRS notional executed support but the market may have already absorbed more than the available programmatic buy-side capacity.** At these levels open-market insider buying has started (separate from DRP-driven issuance which is expected to begin later this week). With only XX% of shares" [X Link](https://x.com/JohnCoxCap/status/1993023348104671602) 2025-11-24T18:26Z XXX followers, XXX engagements "If you like the $OWL platform redeeming $OBDCII at NAV and buying $OBDC at a discount with the proceeds is a great trade. Having incentives for both bearish and bullish shareholders to redeem is going to create an interesting dynamic in Q1" [X Link](https://x.com/JohnCoxCap/status/1996444636437754145) 2025-12-04T05:01Z XXX followers, XXX engagements
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@JohnCoxCap John Cox
John Cox posts on X about $obdc, $fssl, $fsco, nav the most. They currently have XXX followers and X posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXX +117%
- X Month XXXXXX +25,905%
- X Months XXXXXX +17,793%
- X Year XXXXXX +1,138%
Mentions: X #
- X Week X -XX%
- X Month XX +900%
- X Months XX +225%
- X Year XX +89%
Followers: XXX #
- X Month XXX +24%
- X Months XXX +49%
- X Year XXX +41%
CreatorRank: undefined #
Social Influence
Social category influence finance XXXXX% exchanges XXXXX% cryptocurrencies XXXXX% stocks XXXXX%
Social topic influence $obdc #5, $fssl #2, $fsco #1, nav 33.33%, $otf 16.67%, finance 16.67%, heels 16.67%, has been 16.67%, liquidity 16.67%, $200m XXXXX%
Top accounts mentioned or mentioned by @nathanfielder @riley_ngg
Top assets mentioned Blue Owl Capital Corporation (OBDC) Blue Owl Technology Finance Corp. (OTF) OwlDAO (OWL)
Top Social Posts
Top posts by engagements in the last XX hours
"The Blue Owl Technology Finance ($OTF) lock up expiration schedule has been modified: XXXX% monthly until the remaining XX% of non-traded positions is liquid. Interesting timing on the heels of the Blue Owl II + $OBDC merger announcement the $FSSL listing and the likely $FSSL/$FSCO merger. Its bulking season for BDCs $OTF"
X Link 2025-11-07T02:50Z XXX followers, XXX engagements
"Last night FS Specialty Lending Fund $FSSL quietly updated their NAV down X% in advance of today's NYSE listing. Today investor statements which did not yet reflect the new NAV ended down -27%. In these early days we'll see behavioral psychology and programmatic buying go head to head. On the sell side 70000+ retail shareholders who originally bought the stock for $XX. On the buy side the newly implemented 'opt out' DRP program and $XX million of synthetic buying from FS Credit Income $FCRIX and FS Credit Opportunities $FSCO via TRSs. Interestingly FSSL also has a TRS with FSCO as the"
X Link 2025-11-14T01:28Z XXX followers, XXX engagements
"The timing of the merger was almost certainly influenced by redemptions but the $OBDC roll-up was happening either way. This is the same list/merge playbook that dozens of finite or lifecycle non-traded BDCs have followed for more than a decade. Where things really get interesting.is with the perpetual non-traded BDCs. They promise ongoing periodic liquidity but they also own genuinely illiquid assets. Eventually those two realities collide. Which brings us to the real question: what happens when perpetual vehicles face sustained net outflows Do they actually honor their redemption"
X Link 2025-11-17T01:04Z XXX followers, 14.9K engagements
"Checking in on $FSSL. Technical setup: 15M+ shares traded well above the 8M-share COVID backlog. Hard to know how much true legacy retail has cleared given churn but volume is sufficient for meaningful rotation. $$200M+ traded exceeding the $75M in TRS notional from $FSCO ($50M) and $FCRIX ($25M). TRS notional executed support but the market may have already absorbed more than the available programmatic buy-side capacity. At these levels open-market insider buying has started (separate from DRP-driven issuance which is expected to begin later this week). With only XX% of shares"
X Link 2025-11-24T18:26Z XXX followers, XXX engagements
"If you like the $OWL platform redeeming $OBDCII at NAV and buying $OBDC at a discount with the proceeds is a great trade. Having incentives for both bearish and bullish shareholders to redeem is going to create an interesting dynamic in Q1"
X Link 2025-12-04T05:01Z XXX followers, XXX engagements