[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.] #  @ToTheMadMax M🅰️X M🅰️X posts on X about $asst, $smlr, bitcoin, $500m the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::587131221/interactions)  - X Week XXXXXX +86% - X Month XXXXXX +836% - X Months XXXXXX +42% - X Year XXXXXXX +21% ### Mentions: X [#](/creator/twitter::587131221/posts_active)  - X Week XX +106% - X Month XX +900% - X Months XX +120% - X Year XXX +60% ### Followers: XXXXX [#](/creator/twitter::587131221/followers)  - X Week XXXXX +2.40% - X Month XXXXX +7.10% - X Months XXXXX +21% - X Year XXXXX +38% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::587131221/influencer_rank)  ### Social Influence [#](/creator/twitter::587131221/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$asst](/topic/$asst) #5, [$smlr](/topic/$smlr) #3, [bitcoin](/topic/bitcoin) #5046, [$500m](/topic/$500m) #100, [$naka](/topic/$naka) 3.08%, [money](/topic/money) 3.08%, [balance sheet](/topic/balance-sheet) #1873, [countries](/topic/countries) 3.08%, [unlock](/topic/unlock) 1.54%, [pricing](/topic/pricing) XXXX% **Top accounts mentioned or mentioned by** [@benphiat](/creator/undefined) [@colemacro](/creator/undefined) [@jeffgoldsmith23](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@mtgvin](/creator/undefined) [@hermeslux](/creator/undefined) [@spacanpanman](/creator/undefined) [@grok](/creator/undefined) [@asxihl](/creator/undefined) [@renegadofrito](/creator/undefined) [@redrum2001](/creator/undefined) [@bobbibillard](/creator/undefined) [@mcspacface](/creator/undefined) [@alleckc7](/creator/undefined) [@astspacemobile](/creator/undefined) [@ckcryptoklepto](/creator/undefined) [@joeyr20](/creator/undefined) [@imuni4fun](/creator/undefined) [@whiskey0286](/creator/undefined) [@valwithcatalyst](/creator/undefined) **Top assets mentioned** [Strive, Inc. (ASST)](/topic/$asst) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Bitcoin (BTC)](/topic/bitcoin) [Nakamoto Games (NAKA)](/topic/$naka) [The Smarter Web Co. (SWC.AQ)](/topic/the-smarter-web) ### Top Social Posts [#](/creator/twitter::587131221/posts) --- Top posts by engagements in the last XX hours "@CK_Cryptoklepto I think $SMLR is pricing $ASST more correctly actually. Last week it was pricing ASST around 1.3's this week XXX. That's around mNAV while ASST itself overshot because of the PIPE unlock dynamics. Should trend back up to 1.2-1.3s that SMLR has pegged it at imho" [X Link](https://x.com/ToTheMadMax/status/1977776388930208043) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-13T16:40Z 1219 followers, XXX engagements "$ASST Yes the value is the Bitcoin of which they'll have 10900 Bitcoin over about 1bn shares or an mNAV in the low $1s. I don't know the exact share count but this is back of the envelope estimate post Semler merger. Plus they have $2bn AUM in their ETF asset management business and will have $SMLR Semler's diagnostics business. The primary value is in the bitcoin though. So it's at or just below mNAV now which is much safer than when it was trading ridiculously higher than mNAV in the recent past. Buying it now is really a bet on the direction of Bitcoin" [X Link](https://x.com/ToTheMadMax/status/1976755430656487661) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-10T21:03Z 1216 followers, XXX engagements "@CK_Cryptoklepto Yeah initial talks 9/8. Final agreement 9/22. Pgs126-131 of the S-4 has the full blow by blow with valuations ranging from 10ish shares to XXXX shares w/ final pegged at XXXXX $ASST. LionTree Advisors whatever their experience seemed to advise $SMLR" [X Link](https://x.com/ToTheMadMax/status/1977780090978066771) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-13T16:54Z 1216 followers, XXX engagements "@jeffgoldsmith23 @HermesLux Kind of irresponsible to say when they have 5765 BTC $NAKA and 5886 BTC $ASST. No way they go to zero unless BTC goes to zero which obviously isn't happening" [X Link](https://x.com/ToTheMadMax/status/1978483120102904268) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-15T15:28Z 1216 followers, XXX engagements "@jeffgoldsmith23 @HermesLux Great you just showed XX examples that prove nothing. Very illiquid hard to sell assets heavy debt loads sustained losses. Not assets they could sell in less than a minute like BTC. How about a relevant example no" [X Link](https://x.com/ToTheMadMax/status/1978495967549686202) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-15T16:19Z 1216 followers, XX engagements "@PCPhil1886 @ColeMacro $ASST He did just make a comment indirectly. Still not the comment I'm looking for on highlighting the $500m buyback plan nor open market purchases from management either of which would cement that they truly think it's a bottom. But it's a small start" [X Link](https://x.com/ToTheMadMax/status/1979181750161961206) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-17T13:44Z 1219 followers, XXX engagements "Delisted - no can reverse split to maintain compliance. Filing for bankruptcy - no not with $650m+ of bitcoin and very little liabilities. I don't think you know what you're talking about here. Could they go nowhere as dead money for years and stay at some limited discount mNAV. Sure but they're not going to zero/bankruptcy any time soon. At some discount to the BTC price there will always be buyers happy to buy for the BTC liquidation value at some discount" [X Link](https://x.com/ToTheMadMax/status/1978486518260871653) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-15T15:41Z 1217 followers, XXX engagements "@jeffgoldsmith23 @HermesLux The only nonsense is saying they're going bankrupt and to zero. I'm not arguing they could be terrible investments. They very well could be as dead money for years. But saying zero and bankruptcy is disingenuous especially for someone who has XX years in capital markets" [X Link](https://x.com/ToTheMadMax/status/1978490332703494171) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-15T15:57Z 1217 followers, XXX engagements "@thepowerfulHRV Perhaps but with a $5bn ATM open at $NAKA who'd want to buy when the company will be happy to dilute you to hell. At least $ASST has a $500m buyback plan as a lever to support the price. The question is when they will use it which I'd like clarification @BenPhiat @ColeMacro" [X Link](https://x.com/ToTheMadMax/status/1977782446511784067) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-13T17:04Z 1221 followers, 1707 engagements "$ASST Once the dust settles from the PIPE unlock (next week) and the $SMLR merger (whenever that closes) reminder that Strive will have open both a $450m ATM to issue shares (which they may have been using in the past several weeks) and a $500m share repurchase program to buyback shares if they get too low (which they probably have NOT been using yet). Lots of optionality to manage cash vs share price and Bitcoin holdings. Getting much closer to the $XXXX PIPE price now" [X Link](https://x.com/ToTheMadMax/status/1976697111853900156) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-10T17:11Z 1221 followers, 1558 engagements "@renegadofrito @AngryBuhda @PortfolioX10 @DavidFBailey There are NOT 1.8bn shares outstanding. Traditional warrants are not funded. In the ASST/SMLR merger docs they have a proforma income statement and balance sheet. That should be the starting point to answer your question" [X Link](https://x.com/ToTheMadMax/status/1977480591147684282) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-12T21:04Z 1219 followers, XX engagements "States adding "Strategic Bitcoin Reserves". NH AZ and TX already have passed legislation to allow it. FL new proposal below of up to 10%. This following some countries that already have them in some capacity" [X Link](https://x.com/ToTheMadMax/status/1978904215037587701) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-16T19:21Z 1221 followers, 1980 engagements "@ColeMacro Jared seems to have a poor record on the matter. Clearly cant read a balance sheet or just has a very poor outlook on BTC even while more companies states and countries establish bitcoin reserves" [X Link](https://x.com/ToTheMadMax/status/1979004443493286364) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-17T02:00Z 1219 followers, XXX engagements "$ASST Just as relevant for Strive which is now trading below mNAV and even further below proforma fully diluted mNAV for the $SMLR merger (which is XX% accretive to Strives mNAV). Sentiment is terrible right now but will recover and with it the stock price. Especially if they can execute on their Bitcoin yield promise. As an interesting side note it looks like $SMLR is actually trading much closer to the proforma combined mNAV. $ASST should trade up to it as well as the merger progresses. In the off chance it falls apart Strive receives a $49m termination payment which is still about 8%" [X Link](https://x.com/ToTheMadMax/status/1979518833389113568) [@ToTheMadMax](/creator/x/ToTheMadMax) 2025-10-18T12:04Z 1219 followers, XXX engagements
[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.]
@ToTheMadMax M🅰️X
M🅰️X posts on X about $asst, $smlr, bitcoin, $500m the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +86%
- X Month XXXXXX +836%
- X Months XXXXXX +42%
- X Year XXXXXXX +21%
Mentions: X #
- X Week XX +106%
- X Month XX +900%
- X Months XX +120%
- X Year XXX +60%
Followers: XXXXX #
- X Week XXXXX +2.40%
- X Month XXXXX +7.10%
- X Months XXXXX +21%
- X Year XXXXX +38%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXXX% automotive brands XXXX%
Social topic influence $asst #5, $smlr #3, bitcoin #5046, $500m #100, $naka 3.08%, money 3.08%, balance sheet #1873, countries 3.08%, unlock 1.54%, pricing XXXX%
Top accounts mentioned or mentioned by @benphiat @colemacro @jeffgoldsmith23 @stocktalkweekly @mtgvin @hermeslux @spacanpanman @grok @asxihl @renegadofrito @redrum2001 @bobbibillard @mcspacface @alleckc7 @astspacemobile @ckcryptoklepto @joeyr20 @imuni4fun @whiskey0286 @valwithcatalyst
Top assets mentioned Strive, Inc. (ASST) Semler Scientific, Inc. (SMLR) Bitcoin (BTC) Nakamoto Games (NAKA) The Smarter Web Co. (SWC.AQ)
Top Social Posts #
Top posts by engagements in the last XX hours
"@CK_Cryptoklepto I think $SMLR is pricing $ASST more correctly actually. Last week it was pricing ASST around 1.3's this week XXX. That's around mNAV while ASST itself overshot because of the PIPE unlock dynamics. Should trend back up to 1.2-1.3s that SMLR has pegged it at imho"
X Link @ToTheMadMax 2025-10-13T16:40Z 1219 followers, XXX engagements
"$ASST Yes the value is the Bitcoin of which they'll have 10900 Bitcoin over about 1bn shares or an mNAV in the low $1s. I don't know the exact share count but this is back of the envelope estimate post Semler merger. Plus they have $2bn AUM in their ETF asset management business and will have $SMLR Semler's diagnostics business. The primary value is in the bitcoin though. So it's at or just below mNAV now which is much safer than when it was trading ridiculously higher than mNAV in the recent past. Buying it now is really a bet on the direction of Bitcoin"
X Link @ToTheMadMax 2025-10-10T21:03Z 1216 followers, XXX engagements
"@CK_Cryptoklepto Yeah initial talks 9/8. Final agreement 9/22. Pgs126-131 of the S-4 has the full blow by blow with valuations ranging from 10ish shares to XXXX shares w/ final pegged at XXXXX $ASST. LionTree Advisors whatever their experience seemed to advise $SMLR"
X Link @ToTheMadMax 2025-10-13T16:54Z 1216 followers, XXX engagements
"@jeffgoldsmith23 @HermesLux Kind of irresponsible to say when they have 5765 BTC $NAKA and 5886 BTC $ASST. No way they go to zero unless BTC goes to zero which obviously isn't happening"
X Link @ToTheMadMax 2025-10-15T15:28Z 1216 followers, XXX engagements
"@jeffgoldsmith23 @HermesLux Great you just showed XX examples that prove nothing. Very illiquid hard to sell assets heavy debt loads sustained losses. Not assets they could sell in less than a minute like BTC. How about a relevant example no"
X Link @ToTheMadMax 2025-10-15T16:19Z 1216 followers, XX engagements
"@PCPhil1886 @ColeMacro $ASST He did just make a comment indirectly. Still not the comment I'm looking for on highlighting the $500m buyback plan nor open market purchases from management either of which would cement that they truly think it's a bottom. But it's a small start"
X Link @ToTheMadMax 2025-10-17T13:44Z 1219 followers, XXX engagements
"Delisted - no can reverse split to maintain compliance. Filing for bankruptcy - no not with $650m+ of bitcoin and very little liabilities. I don't think you know what you're talking about here. Could they go nowhere as dead money for years and stay at some limited discount mNAV. Sure but they're not going to zero/bankruptcy any time soon. At some discount to the BTC price there will always be buyers happy to buy for the BTC liquidation value at some discount"
X Link @ToTheMadMax 2025-10-15T15:41Z 1217 followers, XXX engagements
"@jeffgoldsmith23 @HermesLux The only nonsense is saying they're going bankrupt and to zero. I'm not arguing they could be terrible investments. They very well could be as dead money for years. But saying zero and bankruptcy is disingenuous especially for someone who has XX years in capital markets"
X Link @ToTheMadMax 2025-10-15T15:57Z 1217 followers, XXX engagements
"@thepowerfulHRV Perhaps but with a $5bn ATM open at $NAKA who'd want to buy when the company will be happy to dilute you to hell. At least $ASST has a $500m buyback plan as a lever to support the price. The question is when they will use it which I'd like clarification @BenPhiat @ColeMacro"
X Link @ToTheMadMax 2025-10-13T17:04Z 1221 followers, 1707 engagements
"$ASST Once the dust settles from the PIPE unlock (next week) and the $SMLR merger (whenever that closes) reminder that Strive will have open both a $450m ATM to issue shares (which they may have been using in the past several weeks) and a $500m share repurchase program to buyback shares if they get too low (which they probably have NOT been using yet). Lots of optionality to manage cash vs share price and Bitcoin holdings. Getting much closer to the $XXXX PIPE price now"
X Link @ToTheMadMax 2025-10-10T17:11Z 1221 followers, 1558 engagements
"@renegadofrito @AngryBuhda @PortfolioX10 @DavidFBailey There are NOT 1.8bn shares outstanding. Traditional warrants are not funded. In the ASST/SMLR merger docs they have a proforma income statement and balance sheet. That should be the starting point to answer your question"
X Link @ToTheMadMax 2025-10-12T21:04Z 1219 followers, XX engagements
"States adding "Strategic Bitcoin Reserves". NH AZ and TX already have passed legislation to allow it. FL new proposal below of up to 10%. This following some countries that already have them in some capacity"
X Link @ToTheMadMax 2025-10-16T19:21Z 1221 followers, 1980 engagements
"@ColeMacro Jared seems to have a poor record on the matter. Clearly cant read a balance sheet or just has a very poor outlook on BTC even while more companies states and countries establish bitcoin reserves"
X Link @ToTheMadMax 2025-10-17T02:00Z 1219 followers, XXX engagements
"$ASST Just as relevant for Strive which is now trading below mNAV and even further below proforma fully diluted mNAV for the $SMLR merger (which is XX% accretive to Strives mNAV). Sentiment is terrible right now but will recover and with it the stock price. Especially if they can execute on their Bitcoin yield promise. As an interesting side note it looks like $SMLR is actually trading much closer to the proforma combined mNAV. $ASST should trade up to it as well as the merger progresses. In the off chance it falls apart Strive receives a $49m termination payment which is still about 8%"
X Link @ToTheMadMax 2025-10-18T12:04Z 1219 followers, XXX engagements