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# ![@SmithsonBrennan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1538064415957868544.png) @SmithsonBrennan Brennan Smithson

Brennan Smithson is not mentioned in the provided tweets. However, MicroStrategy ($MSTR) is being discussed, with some users expressing concerns about the company's strategy, particularly its use of at-the-market (ATM) offerings to fund its Bitcoin investments, which may be dilutive to shareholders. The discussion also touches on issues of censorship and free speech in online communities.

### Engagements: XXX [#](/creator/twitter::1538064415957868544/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1538064415957868544/c:line/m:interactions.svg)

- X Week XXXXXX +8.10%
- X Month XXXXXX -XX%
- X Months XXXXXXXXX +69,732%
- X Year XXXXXXXXX +972,413%

### Mentions: XX [#](/creator/twitter::1538064415957868544/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1538064415957868544/c:line/m:posts_active.svg)

- X Week XX +37%
- X Month XXX -XXXX%
- X Months XXX +8,460%
- X Year XXX +14,333%

### Followers: XXXXX [#](/creator/twitter::1538064415957868544/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1538064415957868544/c:line/m:followers.svg)

- X Week XXXXX +0.27%
- X Month XXXXX +5.10%
- X Months XXXXX +940%
- X Year XXXXX +845%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1538064415957868544/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1538064415957868544/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1538064415957868544/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands) 

**Social topic influence**
[bitcoin](/topic/bitcoin), [$mstr](/topic/$mstr) #315, [$mtplf](/topic/$mtplf) #131, [$asst](/topic/$asst) #123, [$naka](/topic/$naka) #82, [$swc](/topic/$swc) #10, [all the](/topic/all-the), [$cccm](/topic/$cccm) #8, [$sqns](/topic/$sqns) #25, [$cepo](/topic/$cepo) #4

**Top accounts mentioned or mentioned by**
[@strategy](/creator/undefined) [@joshmandell6](/creator/undefined) [@saylor](/creator/undefined) [@comic](/creator/undefined) [@thebtctherapist](/creator/undefined) [@cryptodaddy21m](/creator/undefined) [@e055michel1842](/creator/undefined) [@btcbreadman](/creator/undefined) [@gophergutzzz](/creator/undefined) [@erx_craft](/creator/undefined) [@adrianrmorris](/creator/undefined) [@ryancohen](/creator/undefined) [@stackandchill](/creator/undefined) [@metaplanetjp](/creator/undefined) [@punterjeff](/creator/undefined) [@grok](/creator/undefined) [@darkside2030](/creator/undefined) [@elonmusk](/creator/undefined) [@bitcoinrachy](/creator/undefined) [@rollbitcoin](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Strive, Inc. (ASST)](/topic/$asst) [Nakamoto Games (NAKA)](/topic/$naka) [Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM)](/topic/$cccm) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Bullish (BLSH)](/topic/$blsh) [Bostrom (BOOT)](/topic/$boot) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Strike (STRK)](/topic/$strk) [CEREAL (CEP)](/topic/$cep)
### Top Social Posts [#](/creator/twitter::1538064415957868544/posts)
---
Top posts by engagements in the last XX hours

"Life is better with no exposure to Bitcoin Treasury Companies $MSTR $MTPLF $SWC $NAKA $ASST $SQNS $SMLR $CEPO $BLSH $CCCM"  
[X Link](https://x.com/SmithsonBrennan/status/1978137647265501425) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-14T16:35Z 1861 followers, XXX engagements


"@erx_craft @Strategy One can understand Bitcoin and not believe in Bitcoin Treasury Companies"  
[X Link](https://x.com/SmithsonBrennan/status/1979268581717094623) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-17T19:29Z 1861 followers, XX engagements


"@Entouarnt4 @saylor @digitalphong Probably still thinking that the equity deserves to be trading at $1000"  
[X Link](https://x.com/SmithsonBrennan/status/1978230419720917497) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-14T22:44Z 1859 followers, XX engagements


"Some laughed. Some joined. Either way $MSTR is -XX% since I started the community of 8/15"  
[X Link](https://x.com/SmithsonBrennan/status/1978663087789011036) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-16T03:23Z 1859 followers, XXX engagements


"Quit conflating Bitcoin and Bitcoin Treasury Companies. These are not synonymous with one another. Bitcoins volatility has never been lower and is only -XX% off ATHs while these amplified Bitcoin companies are down 40-90%. These companies have been exposed for what they are grifts. Bitcoin was never going to allow this to happen when the incentives are in direct opposition with one another"  
[X Link](https://x.com/SmithsonBrennan/status/1979179004666978777) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-17T13:33Z 1855 followers, XXX engagements


"@stephanlivera How does Bitcoin/share grow for the common shareholder when the preferreds will have a senior claim to it"  
[X Link](https://x.com/SmithsonBrennan/status/1979201916241367181) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-17T15:04Z 1861 followers, XX engagements


"This ATM-style facility is the base layer of our capital raising strategy & the lifeblood of a healthy BTCTC. In my personal opinion after a harsh sector-wide mNAV compression over the last XX weeks this is what a vibrant BTCTC looks like. It genuinely pains me to say this because I have been a fan of @Croesus_BTC for a long time. But this statement is a reflection of the sad and pathetic state of affairs that the BTCTC space has become to embody. 1.) This ATM-style facility is the base layer of our capital raising strategy. Meaning they have no real model to obtain capital to purchase"  
[X Link](https://x.com/SmithsonBrennan/status/1970579254682239378) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-09-23T20:01Z 1859 followers, 2263 engagements


"Its rather unfortunate that $MTPLF is down XX% while $BOOT is up XX% in the last X months. One diluted shareholders with a XXX% increase in outstanding shares during a XX month period and one clothes the hardworking blue collar American. Proof of Work Proof of Dilution"  
[X Link](https://x.com/SmithsonBrennan/status/1971365455127540189) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-09-26T00:05Z 1859 followers, 1603 engagements


"So if $ASST goes under does that mean no one will have to listen to @MSTRTrueNorth ever again Asking for a friend"  
[X Link](https://x.com/SmithsonBrennan/status/1976751812699894070) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-10T20:48Z 1859 followers, 2372 engagements


"Since this post X weeks ago. $MTPLF: -XX% $NAKA: -XXXX% $SWC: -35%"  
[X Link](https://x.com/SmithsonBrennan/status/1978186178814779538) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-14T19:48Z 1859 followers, 2099 engagements


"I think Saylor forgot to mention that all the gains were made PRIOR to issuing digital credit. $STRK was issued January XX 2025 which would represent the @Strategy entry into the Digital Credit market. Since then $MSTR is -11.5%. Makes it seem like the market is not interested in Digital Credit. Please do your own research when presented with data like this that uses Bitcoin Standard Era datapoints. The data is irrelevant at this point because Strategy is not MicroStrategy. View them as two separate entities and reassess so the data will not be skewed or biased"  
[X Link](https://x.com/SmithsonBrennan/status/1978848762429673774) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-16T15:41Z 1860 followers, 7401 engagements


"@comic Probably why you dont start building a Bitcoin company in the middle innings of a bull market. Much more advantageous to build in a bear market to avoid this exact scenario"  
[X Link](https://x.com/SmithsonBrennan/status/1979175638926754060) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-17T13:20Z 1855 followers, XX engagements


"Its obvious there has been a drastic drop in IQ over the last XX months. $MSTR $MTPLF $CEP $NAKA $ASST $SQNS $CEPO $CCCM"  
[X Link](https://x.com/SmithsonBrennan/status/1968372730367197629) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-09-17T17:53Z 1859 followers, XXX engagements


"@GVJ8870 @Strategy @saylor Appreciate it People have so much trouble separating the two and looking at them through different lenses. Saylor fell victim of human nature and greed. This upcoming earnings call will be interesting"  
[X Link](https://x.com/SmithsonBrennan/status/1978933859891712323) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-16T21:19Z 1859 followers, XX engagements


"@erx_craft @Strategy Its NAV as strong as ever but Id argue operationally they are much weaker than theyve been since the bear market"  
[X Link](https://x.com/SmithsonBrennan/status/1979278763423862854) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-17T20:10Z 1858 followers, XX engagements


"Mainly resentment if its only one way. $MSTR $MTPLF $ASST $NAKA $SWC"  
[X Link](https://x.com/SmithsonBrennan/status/1975744804991475742) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-08T02:07Z 1854 followers, 1503 engagements


"@btc_richierich @Strategy 🎯🎯"  
[X Link](https://x.com/SmithsonBrennan/status/1979147034075504990) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-17T11:26Z 1854 followers, XX engagements


"Everyone likes to ignore my Double Dilution Dilemma. What @gerovich says here is theoretically true and looks good on paper. However while shareholder dilution ceases from outstanding share growth dilution happens on a different front. This dilution occurs with BTC/Share being stripped away from the common shareholders because the preferred equity is senior to common shares. Thus a dilution in BPS occurs for the common shareholder. Its a double edged sword where the common shareholders of $MTPLF lose in both scenarios. ATM = share dilution Preferreds = BPS dilution. Stay vigilant out there"  
[X Link](https://x.com/SmithsonBrennan/status/1979177638179582413) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-17T13:28Z 1855 followers, 5569 engagements


"@MikeFor44857211 @BedlamPres Bitcoin Income Generation Strategy. $XX million dollars YTD so far"  
[X Link](https://x.com/SmithsonBrennan/status/1979496863716741371) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-18T10:36Z 1854 followers, XX engagements


"@erx_craft @Strategy I do not foresee a future of X mNAV again"  
[X Link](https://x.com/SmithsonBrennan/status/1979497234900173186) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-18T10:38Z 1854 followers, XX engagements


"@comic @Metaplanet_JP @DylanLeClair_ Being comped would be fair retribution"  
[X Link](https://x.com/SmithsonBrennan/status/1979738413227266387) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-19T02:36Z 1855 followers, XX engagements


"In the height of BTCTC euphoria thousands of coins were being bought per week while price stayed pretty range bound because opposing selling pressure from OGs. Now one side of that equation is gone because all the BTCTC decided to drive their mNAV into the dirt. So with consistent large buy side volume disappearing I do not see the catalyst to prop up Bitcoin price at this point. It definitely has the potential to correct another 10-15% in my opinion"  
[X Link](https://x.com/SmithsonBrennan/status/1979775712484626834) [@SmithsonBrennan](/creator/x/SmithsonBrennan) 2025-10-19T05:04Z 1855 followers, XX engagements