[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.] #  @RothenbergBrian Brian Rothenberg 🟧 Brian Rothenberg 🟧 posts on X about $xxi, bitcoin, $swc, $377m the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::775878444/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +62% ### Mentions: X [#](/creator/twitter::775878444/posts_active)  ### Followers: XXX [#](/creator/twitter::775878444/followers)  - X Week XXX +1.50% - X Month XXX +40% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::775878444/influencer_rank)  ### Social Influence [#](/creator/twitter::775878444/influence) --- **Social category influence** [stocks](/list/stocks) XX% [cryptocurrencies](/list/cryptocurrencies) XX% [finance](/list/finance) X% **Social topic influence** [$xxi](/topic/$xxi) 12%, [bitcoin](/topic/bitcoin) 8%, [$swc](/topic/$swc) 8%, [$377m](/topic/$377m) 4%, [$108m](/topic/$108m) 4%, [$cep](/topic/$cep) 4%, [aixbtagent](/topic/aixbtagent) 4%, [$mtplf](/topic/$mtplf) 4%, [$ivvs](/topic/$ivvs) 4%, [$iwf](/topic/$iwf) X% **Top accounts mentioned or mentioned by** [@metaplanetjp](/creator/undefined) [@adambliv](/creator/undefined) [@altbg](/creator/undefined) [@mooninchk](/creator/undefined) [@zephiranet](/creator/undefined) [@btcbullrider](/creator/undefined) [@boyz_meta](/creator/undefined) [@matthougan](/creator/undefined) [@getthepapers](/creator/undefined) [@jbmillen](/creator/undefined) [@thepowerfulhrv](/creator/undefined) [@80iqmindset](/creator/undefined) [@allneednfts](/creator/undefined) [@dylanleclair](/creator/undefined) [@aixbtagent](/creator/undefined) [@metaplanetjps](/creator/undefined) [@strategy](/creator/undefined) [@ddcnorma](/creator/undefined) [@ddcbtc](/creator/undefined) [@vincent13031925](/creator/undefined) **Top assets mentioned** [Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP)](/topic/$xxi) [Bitcoin (BTC)](/topic/bitcoin) [CEREAL (CEP)](/topic/$cep) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [BlackRock Inc (BLK)](/topic/blackrock) [iShares BTC Trust (IBIT)](/topic/$ibit) [Stride (STRD)](/topic/$strd) ### Top Social Posts [#](/creator/twitter::775878444/posts) --- Top posts by engagements in the last XX hours "@allneednfts @DylanLeClair_ @aixbt_agent You need to check the ownership percentage of $CEP in the new $XXI structure. It's about 2.7%. So that would mean a fair value of the Bitcoin at $108M. So at $377M they're trading at XXX mNAV. DYOR. NFA"  [@RothenbergBrian](/creator/x/RothenbergBrian) on [X](/post/tweet/1934673036596203974) 2025-06-16 18:02:51 UTC XXX followers, XXX engagements "Why will $XXI be the only one with those products I don't believe they are the only company to say they will have BTC-native products. I also don't see the legacy overhead as a big issue for most BTCTCs (such as $MTPLF or $SWC). What stops @Strategy from building a BTC loan platform within a week (using AI) or buying Arch or Ledn tomorrow and offering Bitcoin-backed loans There is no moat in what you point to as being a differentiator for $XXI; it's just many other companies haven't expressed an interest in doing so"  [@RothenbergBrian](/creator/x/RothenbergBrian) on [X](/post/tweet/1942340076354044005) 2025-07-07 21:48:55 UTC XXX followers, XXX engagements "I wasn't surprised when Blackrock reported that it makes more money from $IBIT than $IVV. The Expense Ratio for $IBIT is 8.33x that of $IVV. AUM for $IVV is 8.18x $IBIT. All other Blackrock ETFs with AUM $IBIT have lower Expense Ratios. The difference between $IBIT's Expense Ratio vs. the next lowest ($IWM & $IWF) is XXXX% (or double $IVV's expense ratio). Based on this news and the rapid growth of $IBIT we should be insisting on lower Expense Ratios for $IBIT"  [@RothenbergBrian](/creator/x/RothenbergBrian) on [X](/post/tweet/1942290229228101739) 2025-07-07 18:30:51 UTC XXX followers, XXX engagements "@benschmidtbtc Looks good. Start considering $SWC and $ALTBG"  [@RothenbergBrian](/creator/x/RothenbergBrian) on [X](/post/tweet/1943726834404749626) 2025-07-11 17:39:24 UTC XXX followers, XXX engagements "An excellent read for anyone interested in invested in or who thinks @Metaplanet_JP is hype"  [@RothenbergBrian](/creator/x/RothenbergBrian) on [X](/post/tweet/1945656554251805052) 2025-07-17 01:27:25 UTC XXX followers, XXX engagements "OK I can agree with that sentiment. Jack has indicated his intention there and has more expertise than other BTCTC leaders. But I don't think they will be the only play in town. Also $LQWD is doing some profitable business with Lightning. I'm not betting against $XXI but BTC Yield will be hard to grow fast from a higher base"  [@RothenbergBrian](/creator/x/RothenbergBrian) on [X](/post/tweet/1942346094090002699) 2025-07-07 22:12:50 UTC XXX followers, XXX engagements "I'm a bit surprised $STRD's ATM program is not $21B like $STRK's ATM. I would think $STRD would be THE preferred method (no pun intended) for the ATM all else being equal (which it never will be). It makes sense to me that $STRF's ATM program would be much smaller than $STRK's (being the crown jewel). Perhaps there is a regulatory/issuance limitation on how much overall preferred stock a company can have available. Still it's XXXX times the amount of $STRK issued to date. It's great to see @Strategy was able to get it approved so quickly"  [@RothenbergBrian](/creator/x/RothenbergBrian) on [X](/post/tweet/1942252388858933491) 2025-07-07 16:00:29 UTC XXX followers, XXX engagements "@AdamBLiv Isnt that what Klarna is for buy now pay later"  [@RothenbergBrian](/creator/x/RothenbergBrian) on [X](/post/tweet/1945674724639723696) 2025-07-17 02:39:37 UTC XXX followers, XXX engagements
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Brian Rothenberg 🟧 posts on X about $xxi, bitcoin, $swc, $377m the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XX% cryptocurrencies XX% finance X%
Social topic influence $xxi 12%, bitcoin 8%, $swc 8%, $377m 4%, $108m 4%, $cep 4%, aixbtagent 4%, $mtplf 4%, $ivvs 4%, $iwf X%
Top accounts mentioned or mentioned by @metaplanetjp @adambliv @altbg @mooninchk @zephiranet @btcbullrider @boyz_meta @matthougan @getthepapers @jbmillen @thepowerfulhrv @80iqmindset @allneednfts @dylanleclair @aixbtagent @metaplanetjps @strategy @ddcnorma @ddcbtc @vincent13031925
Top assets mentioned Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP) Bitcoin (BTC) CEREAL (CEP) Metaplanet Inc. (MTPLF) BlackRock Inc (BLK) iShares BTC Trust (IBIT) Stride (STRD)
Top posts by engagements in the last XX hours
"@allneednfts @DylanLeClair_ @aixbt_agent You need to check the ownership percentage of $CEP in the new $XXI structure. It's about 2.7%. So that would mean a fair value of the Bitcoin at $108M. So at $377M they're trading at XXX mNAV. DYOR. NFA" @RothenbergBrian on X 2025-06-16 18:02:51 UTC XXX followers, XXX engagements
"Why will $XXI be the only one with those products I don't believe they are the only company to say they will have BTC-native products. I also don't see the legacy overhead as a big issue for most BTCTCs (such as $MTPLF or $SWC). What stops @Strategy from building a BTC loan platform within a week (using AI) or buying Arch or Ledn tomorrow and offering Bitcoin-backed loans There is no moat in what you point to as being a differentiator for $XXI; it's just many other companies haven't expressed an interest in doing so" @RothenbergBrian on X 2025-07-07 21:48:55 UTC XXX followers, XXX engagements
"I wasn't surprised when Blackrock reported that it makes more money from $IBIT than $IVV. The Expense Ratio for $IBIT is 8.33x that of $IVV. AUM for $IVV is 8.18x $IBIT. All other Blackrock ETFs with AUM $IBIT have lower Expense Ratios. The difference between $IBIT's Expense Ratio vs. the next lowest ($IWM & $IWF) is XXXX% (or double $IVV's expense ratio). Based on this news and the rapid growth of $IBIT we should be insisting on lower Expense Ratios for $IBIT" @RothenbergBrian on X 2025-07-07 18:30:51 UTC XXX followers, XXX engagements
"@benschmidtbtc Looks good. Start considering $SWC and $ALTBG" @RothenbergBrian on X 2025-07-11 17:39:24 UTC XXX followers, XXX engagements
"An excellent read for anyone interested in invested in or who thinks @Metaplanet_JP is hype" @RothenbergBrian on X 2025-07-17 01:27:25 UTC XXX followers, XXX engagements
"OK I can agree with that sentiment. Jack has indicated his intention there and has more expertise than other BTCTC leaders. But I don't think they will be the only play in town. Also $LQWD is doing some profitable business with Lightning. I'm not betting against $XXI but BTC Yield will be hard to grow fast from a higher base" @RothenbergBrian on X 2025-07-07 22:12:50 UTC XXX followers, XXX engagements
"I'm a bit surprised $STRD's ATM program is not $21B like $STRK's ATM. I would think $STRD would be THE preferred method (no pun intended) for the ATM all else being equal (which it never will be). It makes sense to me that $STRF's ATM program would be much smaller than $STRK's (being the crown jewel). Perhaps there is a regulatory/issuance limitation on how much overall preferred stock a company can have available. Still it's XXXX times the amount of $STRK issued to date. It's great to see @Strategy was able to get it approved so quickly" @RothenbergBrian on X 2025-07-07 16:00:29 UTC XXX followers, XXX engagements
"@AdamBLiv Isnt that what Klarna is for buy now pay later" @RothenbergBrian on X 2025-07-17 02:39:37 UTC XXX followers, XXX engagements
/creator/x::RothenbergBrian