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# ![@PetramcoC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1342027118037839876.png) @PetramcoC moats-and-notes

moats-and-notes posts on X about $owl, $rely, $wu, stablecoins the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1342027118037839876/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342027118037839876/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX +101%
- X Months XXXXXXXXX +564%
- X Year XXXXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1342027118037839876/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342027118037839876/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +529%
- X Year XXX +185%

### Followers: XXXXX [#](/creator/twitter::1342027118037839876/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342027118037839876/c:line/m:followers.svg)

- X Week XXXXX +1.40%
- X Month XXXXX +12%
- X Months XXXXX +35%
- X Year XXXXX +50%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1342027118037839876/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1342027118037839876/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX%

**Social topic influence**
[$owl](/topic/$owl) 5.88%, [$rely](/topic/$rely) 5.88%, [$wu](/topic/$wu) 5.88%, [stablecoins](/topic/stablecoins) 5.88%, [$crcl](/topic/$crcl) 5.88%, [cos](/topic/cos) 5.88%, [$cflt](/topic/$cflt) 5.88%, [closed](/topic/closed) 5.88%, [$pbr](/topic/$pbr) 5.88%, [$80b](/topic/$80b) XXXX%

**Top accounts mentioned or mentioned by**
[@calvinfroedge](/creator/undefined) [@marcenvanbasto](/creator/undefined) [@eurofighta](/creator/undefined) [@vikramskr](/creator/undefined) [@sigmazerocap](/creator/undefined) [@leevalueroach](/creator/undefined) [@onodacapital](/creator/undefined) [@ccm_brett](/creator/undefined) [@joinyellowbrick](/creator/undefined)

**Top assets mentioned**
[OwlDAO (OWL)](/topic/$owl) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Western Union Co (WU)](/topic/$wu) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [PolkaBridge (PBR)](/topic/$pbr) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd)
### Top Social Posts
Top posts by engagements in the last XX hours

"$OWL you beauty that is quite the reconciliation table"  
[X Link](https://x.com/PetramcoC/status/1996542624250179728)  2025-12-04T11:30Z 1224 followers, XXX engagements


"interesting situ in x-border payments $WU is way down because of cos like $RELY $RELY is way down because of stablecoins $CRCL is down because well crypto's blown up duh I have no idea which X (or X or 3) co wins here LT but just buying all X seems you're gonna win somehow"  
[X Link](https://x.com/PetramcoC/status/1991222438093353038)  2025-11-19T19:09Z 1224 followers, 2219 engagements


"$CFLT feels quite asymmetric here no earnings to worry about for 2m + last Q was actually pretty decent RPO growth massively reaccelerated (+43% Y/Y and +27% Y/Y for 1y) which stock closed at $XXXX on Oct X day before reports of takeover interest & it's back at $XXXX now"  
[X Link](https://x.com/PetramcoC/status/1992931511277072561)  2025-11-24T12:21Z 1225 followers, XXX engagements


"$PBR mkt cap is $80b & they're saying that you're going to get $50b of divs from 2026 through 2030 aaaaaaand. that FCF will be $15b in 2030 (assuming $XX brent) so you're paying 2x forward P/FCF on 2030 numbers"  
[X Link](https://x.com/PetramcoC/status/1994400635328884850)  2025-11-28T13:39Z 1225 followers, 1180 engagements


"want to make sure I have this right $NFLX is buying $WBD for $XXXXX but only AFTER they have spun out Discovery Global (legacy cable nets) so you get the spun-out shares + $27.75"  
[X Link](https://x.com/PetramcoC/status/1997010113177985260)  2025-12-05T18:28Z 1221 followers, 1359 engagements

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@PetramcoC Avatar @PetramcoC moats-and-notes

moats-and-notes posts on X about $owl, $rely, $wu, stablecoins the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX +101%
  • X Months XXXXXXXXX +564%
  • X Year XXXXXXXXX -XX%

Mentions: X #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XX -XX%
  • X Months XXX +529%
  • X Year XXX +185%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +1.40%
  • X Month XXXXX +12%
  • X Months XXXXX +35%
  • X Year XXXXX +50%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXXX%

Social topic influence $owl 5.88%, $rely 5.88%, $wu 5.88%, stablecoins 5.88%, $crcl 5.88%, cos 5.88%, $cflt 5.88%, closed 5.88%, $pbr 5.88%, $80b XXXX%

Top accounts mentioned or mentioned by @calvinfroedge @marcenvanbasto @eurofighta @vikramskr @sigmazerocap @leevalueroach @onodacapital @ccm_brett @joinyellowbrick

Top assets mentioned OwlDAO (OWL) Remitly Global, Inc. Common Stock (RELY) Western Union Co (WU) Circle Internet Group, Inc. (CRCL) Confluent, Inc. Class A Common Stock (CFLT) PolkaBridge (PBR) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD)

Top Social Posts

Top posts by engagements in the last XX hours

"$OWL you beauty that is quite the reconciliation table"
X Link 2025-12-04T11:30Z 1224 followers, XXX engagements

"interesting situ in x-border payments $WU is way down because of cos like $RELY $RELY is way down because of stablecoins $CRCL is down because well crypto's blown up duh I have no idea which X (or X or 3) co wins here LT but just buying all X seems you're gonna win somehow"
X Link 2025-11-19T19:09Z 1224 followers, 2219 engagements

"$CFLT feels quite asymmetric here no earnings to worry about for 2m + last Q was actually pretty decent RPO growth massively reaccelerated (+43% Y/Y and +27% Y/Y for 1y) which stock closed at $XXXX on Oct X day before reports of takeover interest & it's back at $XXXX now"
X Link 2025-11-24T12:21Z 1225 followers, XXX engagements

"$PBR mkt cap is $80b & they're saying that you're going to get $50b of divs from 2026 through 2030 aaaaaaand. that FCF will be $15b in 2030 (assuming $XX brent) so you're paying 2x forward P/FCF on 2030 numbers"
X Link 2025-11-28T13:39Z 1225 followers, 1180 engagements

"want to make sure I have this right $NFLX is buying $WBD for $XXXXX but only AFTER they have spun out Discovery Global (legacy cable nets) so you get the spun-out shares + $27.75"
X Link 2025-12-05T18:28Z 1221 followers, 1359 engagements

creator/x::PetramcoC
/creator/x::PetramcoC