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# ![@ZynxBTC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::720960955656638464.png) @ZynxBTC Zynx

Metaplanet, a Japanese company, has made significant progress, including being added to the global FTSE indexes and announcing a large bitcoin purchase. The company's leadership has also made efforts to address shareholder concerns and provide transparency, including proof of reserves. Additionally, Metaplanet's stock is expected to have a strong Q4 with potential catalysts including adding over $X billion worth of bitcoin to its balance sheet and inclusion in major indexes.

### Engagements: XXXXXX [#](/creator/twitter::720960955656638464/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720960955656638464/c:line/m:interactions.svg)

- X Week XXXXXXX +54%
- X Month XXXXXXXXX +21%
- X Months XXXXXXXXX +65,603%
- X Year XXXXXXXXX +962,497%

### Mentions: XX [#](/creator/twitter::720960955656638464/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720960955656638464/c:line/m:posts_active.svg)

- X Week XXX +19%
- X Month XXX +17%
- X Months XXXXX +8,152%
- X Year XXXXX +43,750%

### Followers: XXXXX [#](/creator/twitter::720960955656638464/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720960955656638464/c:line/m:followers.svg)

- X Week XXXXX +5.60%
- X Month XXXXX +20%
- X Months XXXXX +2,759%
- X Year XXXXX +2,416%

### CreatorRank: XXXXXXX [#](/creator/twitter::720960955656638464/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720960955656638464/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::720960955656638464/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #845 [stocks](/list/stocks)  #5376 [finance](/list/finance)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [social networks](/list/social-networks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[bitcoin](/topic/bitcoin) #391, [all the](/topic/all-the) #4044, [sentiment](/topic/sentiment) #51, [$1mil](/topic/$1mil) #1, [fixed income](/topic/fixed-income) #18, [positions](/topic/positions) #76, [balance sheet](/topic/balance-sheet) #1384, [over the](/topic/over-the) #1974, [vinanz](/topic/vinanz) 0.43%, [london](/topic/london) XXXX%

**Top accounts mentioned or mentioned by**
[@fiatisevil](/creator/undefined) [@asjwebley](/creator/undefined) [@roaringragnar](/creator/undefined) [@drbitcoinm50862](/creator/undefined) [@actuallyclimber](/creator/undefined) [@davidfbailey](/creator/undefined) [@ourgoodlifeuk](/creator/undefined) [@bitcoinwhitcomb](/creator/undefined) [@tslaish](/creator/undefined) [@btcjvs](/creator/undefined) [@bitcoinbee21](/creator/undefined) [@tylev](/creator/undefined) [@smarterwebuk](/creator/undefined) [@croesusbtc](/creator/undefined) [@shoneanstey](/creator/undefined) [@comic](/creator/undefined) [@rorycooney](/creator/undefined) [@btcoverflow](/creator/undefined) [@mikefor44857211](/creator/undefined) [@sanderandersenn](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Vinanz Limited (VINZF)](/topic/vinanz) [Argo Blockchain plc (ARBK)](/topic/argo-blockchain) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Strategy (MSTR)](/topic/$mstr) [Vixco (VIX)](/topic/$vix) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts [#](/creator/twitter::720960955656638464/posts)
---
Top posts by engagements in the last XX hours

"Metaplanet trading at X mNAV is a golden opportunity in my opinion. The market sell off may continue and the stock declines an additional XX% from here but this fact doesn't change. Here are some reasons why: -Making millions of dollars every quarter via the cash-secured puts strategy. -On course to becoming Japan's largest Bitcoin Credit Issuer. -Metaplanet will continue to acquire more Bitcoin. -Intelligent leverage via the Prefs coming soon. The company virtually has no debt at the moment so essentially at X mNAV it's being valued by just the amount of Bitcoin it has on the balance sheet."  
[X Link](https://x.com/ZynxBTC/status/1978341426904608865) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-15T06:05Z 7154 followers, 31.3K engagements


"Metaplanet's cash income generation for Q3 of $16.5mil is absolutely insane. Smashed it. They will never sell the common stock to pay off the Prefs. Do you know how bullish this is Higher torque Less drag 🔽 Project NOVA. Bitcoin exchange maybe Not selling this stock"  
[X Link](https://x.com/ZynxBTC/status/1973407979606024569) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-01T15:21Z 7155 followers, 37.6K engagements


"@PDPhilaPhil You can have conviction in Bitcoin and not Bitcoin Treasuries. You cannot have conviction in Bitcoin Treasuries without having conviction in Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1979868733176008947) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T11:14Z 7155 followers, XX engagements


"The ATM on its own is not enough for a Bitcoin Treasury Company to have a mNAV premium. We need to see the amount of leverage in the space SIGNIFICANTLY increase. The problem for the smaller companies is that they do not have sufficient scale to offer Pref's which are currently the best form of intelligent leverage to eat the local fixed income market. So what else I vote for Bitcoin-denominated convertible bonds which were pioneered by Capital B. It's genuinely a win-win scenario for both investor and the company. I am shocked that no one in the US has done this yet. The point is there is no"  
[X Link](https://x.com/ZynxBTC/status/1971545394824790227) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-26T12:00Z 7153 followers, 10.1K engagements


"🚨Hey guys I need to give you an urgent update on the Canadian Treasury Stock $LQWD. For transparency I own a XXXX% stake in the business. I have not sold anything and don't plan to for now. I still believe it has the tools to be incredibly successful but there are some pressing issues here. I feel that I need to do this as I've been pushing and promoting the stock in this group and it's only right that I say this. So to begin with there is a private placement offering at $XXXX just announced even though the share price closed at $XXXX on Friday. This is a XXXX% discount. This is wrong. We"  
[X Link](https://x.com/ZynxBTC/status/1939256377030947066) [@ZynxBTC](/creator/x/ZynxBTC) 2025-06-29T09:35Z 7139 followers, 40.3K engagements


"🚨 Ladies and gentleman let me update you on David Lenigas' latest failed project - Vinanz aka "London BTC Company". This is a lesson for you all. I've been posting about this scammer for a while even reached out to @AdamBLiv about this man and his history. How he deliberately steals from shareholders by diluting them like crazy and returning no shareholder value. This slippery snake is the epitome of dishonesty and charlatan tomfoolery that I try to warn Retail investors about. You can do your own research on the man ask Grok if you can't be asked. Do you really think this man is a Bitcoiner"  
[X Link](https://x.com/ZynxBTC/status/1945497034016063856) [@ZynxBTC](/creator/x/ZynxBTC) 2025-07-16T14:53Z 7150 followers, 7658 engagements


"It makes me sick how many shitty CEOs and Companies are coming out of the UK to jump on this BTC Treasury bandwagon. Just listened to the Vaults "V3TC" Q&A with the CEO Alex Appleton. Former CFO of Argo Blockchain and we all know how that went. Both Vinanz aka "London BTC company" and Vaultz are running the same playbook of having "cloud mining" Bitcoin businesses 😂. OG Bitcoiners will know why this is a joke. Both companies are connected to David Lenigas of course. Absolutely embarrassing. Neither of these companies will ever reach 10000+ Bitcoin and you'd have to be retarded to give these"  
[X Link](https://x.com/ZynxBTC/status/1949380753529176068) [@ZynxBTC](/creator/x/ZynxBTC) 2025-07-27T08:06Z 7146 followers, 7420 engagements


"I have been warning against David Lenigas' Vinanz aka "London Bitcoin Company" from the start. Now the Telegram Group are moaning about how @DavidLenigas has ghosted them. When things were going well he was active in the group making snide remarks about other Bitcoin Treasury Companies in the UK. Now that the share price is trading below from when they announced the BTC Treasury strategy he has gone. Sigh. Some are still blaming me. Lawfare threats death threats even you name it. All I did was try to warn them about this man and his previous business dealings. It's a sorry mess. @ProfessorB21"  
[X Link](https://x.com/ZynxBTC/status/1950090105999208670) [@ZynxBTC](/creator/x/ZynxBTC) 2025-07-29T07:04Z 7146 followers, 3038 engagements


"Why do some of the MSTR True North guys like Ryan constantly try to shit on Metaplanet Two completely different markets on opposite sides of the world. Strategy will always be king. No need for insecurity. Even Saylor doesn't do it it's pathetic"  
[X Link](https://x.com/ZynxBTC/status/1952487436052816237) [@ZynxBTC](/creator/x/ZynxBTC) 2025-08-04T21:50Z 7150 followers, 8166 engagements


"The good news about all this strategy to "defend the mNAV" debate is we're about to get some real case studies. @BenWerkman has just pretty much confirmed that Sequans will be using cash to buy back shares to defend the mNAV. LQWD are on the precipice of dropping below X mNAV and loses $2-3mil a year. They may have to sell Bitcoin and buy back shares if things don't change otherwise it's looking incredibly bleak unless anyone else has other ideas. @Z06Z07 has some interesting ideas around this that I'm pondering. I'm not in favour of the wait and pray playbook because the market may never"  
[X Link](https://x.com/ZynxBTC/status/1963658906669867134) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-04T17:42Z 7131 followers, 3717 engagements


"Sequans and Semler should seriously consider issuing Bitcoin-denominated convertible bonds to get mNAV back above X. Capital B doesn't get enough credit for pioneering this it's financial engineering at its finest. Add a XX% premium so that the conversion is at a mNAV comfortably above X and thus highly accretive. Worst case The bond doesnt convert and you simply return the Bitcoin but this allows both companies to continue to add Bitcoin to their balance sheet in an accretive way. Perhaps coupled with share buybacks and I can really see this working to be honest. @BenWerkman @IIICapital"  
[X Link](https://x.com/ZynxBTC/status/1964122283032613158) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-06T00:23Z 7131 followers, 7402 engagements


"Exhibit A: NAKA. Exhibit B: Sequans. Retail will struggle to forgive this"  
[X Link](https://x.com/ZynxBTC/status/1967574362510516522) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-15T13:00Z 7124 followers, 1091 engagements


"Metaplanet does keep surprising us but I'm putting it out there and saying that the bottom is in. $1.2bn Bitcoin buy to be announced within the next few days. You guys still holding I am"  
[X Link](https://x.com/ZynxBTC/status/1967835915763548429) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-16T06:20Z 7124 followers, 15.3K engagements


"Well well well looks like we've got our first real life example of mNAV defence by a Bitcoin Treasury. Sequans has announced a share buyback of up to XX% of ADS. Of course this is accretive to shareholders as mNAV is below X so NAV/share increases. Time to test the thesis"  
[X Link](https://x.com/ZynxBTC/status/1973008480366993449) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-30T12:54Z 7122 followers, 19K engagements


"Strongly disagree with @RichardByworth that Sequans should have sold their Bitcoin. How can you defend mNAV ISSUE a Bitcoin-denominated convertible bond at a XX% premium with a X year duration as well as buying back shares. You can still accumulate Bitcoin at 0.8x mNAV in this manner. This is how you smash the shorts and win. No need to sell your Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1973785092343419268) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-02T16:20Z 7124 followers, 7742 engagements


"Sequans need to issue a Bitcoin-denominated convertible bond at a XX% premium with a X year duration. This along with buying back shares will save the company. @coryklippsten @BenWerkman do this ASAP"  
[X Link](https://x.com/ZynxBTC/status/1973785389371445678) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-02T16:21Z 7124 followers, 3202 engagements


"To ride any volatility just have XX months worth of cash. perhaps in STRC but yeah"  
[X Link](https://x.com/ZynxBTC/status/1974590582556389864) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-04T21:40Z 7125 followers, 1321 engagements


"The power and mandate to dilute shareholders to stack Bitcoin has been abused by many Bitcoin Treasuries. They didn't have to innovate anything just follow the playbook that Saylor had already written. I believe this has led many CEOs and teams to become lazy and have taken advantage of this. Outside of the top few there is very little value creation going on. Even worse some are diluting and raising capital in a way that destroys shareholder value. It's disgraceful"  
[X Link](https://x.com/ZynxBTC/status/1976008468080300388) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-08T19:35Z 7147 followers, 6189 engagements


"Some people act like we're never going to see mNAV expansion again. Maybe we won't reach the euphoric highs like we saw in June but the playbook works very well even at a 1.5x mNAV. It is clear to me that rotation from Bitcoin Treasuries to Bitcoin miners/AI plays has occurred. Everyone has their own thesis and ideas as to why mNAV compression happened but ultimately no one knows for sure. It's far too soon to be writing the obituary of Bitcoin Treasuries in my opinion. yet so many people are. Interesting"  
[X Link](https://x.com/ZynxBTC/status/1976294595991331202) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-09T14:32Z 7146 followers, 8156 engagements


"I'm extremely optimistic about Bitcoin and the Bitcoin Treasuries I hold. I like to be a contrarian in my positions as it's usually where the most opportunity comes from. If even the battle-hardened folk on here are capitulating it means we aren't too far off from the bottom. This is just my observations. I am liking Strategy Metaplanet Smarter Web Capital B and H100 at these price points. I still expect Bitcoin to run up to $150k+ within the next X months and I just don't think it's likely for these companies to continue to see their mNAV compress in such an environment. Perhaps I'm wrong"  
[X Link](https://x.com/ZynxBTC/status/1976532730436305259) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-10T06:18Z 7125 followers, 5488 engagements


"The difference between how thriving this place was in June vs now is crazy. Every other day there was an announcement of a new Bitcoin Treasury. now Hardly a peep. Bitcoin is at $111k the degens got liquidated and Bitcoin Treasuries have compressed to XXX mNAV. Historically times like this are usually when the best buying opportunities present themselves. I will be buying more Bitcoin shortly"  
[X Link](https://x.com/ZynxBTC/status/1977371769884336409) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-12T13:52Z 7147 followers, 4272 engagements


"@ColeMacro I should have mentioned that's obviously more likely to happen. Sequans did that. As for it being a good opportunity yeah probably. if you have faith in the team that is"  
[X Link](https://x.com/ZynxBTC/status/1977781649438851434) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-13T17:01Z 7123 followers, XXX engagements


"Just as I think sentiment couldn't go any lower it does. Everyone is fleeing the Bitcoin Treasuries who only just X months ago were the darlings of the space. Time will tell where we end up but I still favour these equities over XX% of the rest. They have the most Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1978004852354568410) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-14T07:48Z 7150 followers, 9962 engagements


"Be careful of the users and leeches in the Bitcoin space. Rats with no decorum. There's a relatively well known analyst in the space who joined one of the Bitcoin Treasury Companies that would interact with me quite often privately. I would do favours like running the numbers and double checking stuff or producing some analysis. all for free of course. As soon as I started asking the difficult questions they stopped replying. Pretending that they couldn't see my messages anymore lol. The difficult questions came because this particular Bitcoin Treasury were doing things that I felt were not"  
[X Link](https://x.com/ZynxBTC/status/1978075743155257369) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-14T12:29Z 7148 followers, 9562 engagements


"In case you have forgotten why we are irresponsibly long Metaplanet :)"  
[X Link](https://x.com/ZynxBTC/status/1978341994209452051) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-15T06:07Z 7146 followers, 5995 engagements


"The Bitcoin bull market has barely begun. Bitcoin now needs to cross $169k just to equal its all-time high in gold. Every cycle since inception Bitcoin has more than doubled its price in Gold at a minimum usually much more than that. Gold has just crossed $4200/ounce and is almost a $30tn asset class. The higher Gold goes the higher I expect Bitcoin to go. The odds of Bitcoin reaching $200k and beyond is increasing. I do not know when this will happen but it is inevitable that Bitcoin will get its time in the sun. Look at this chart very carefully. It looks to me there is a consistent pattern"  
[X Link](https://x.com/ZynxBTC/status/1978466542095397002) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-15T14:22Z 7151 followers, 10.6K engagements


"You can easily see why Index Funds became the default for most investors. People just cannot deal with the volatility or live with the cyclical nature of the markets. mNAV = X everyone is selling. This place is quiet. mNAV = X everyone is buying. This place is vibrant. Lol"  
[X Link](https://x.com/ZynxBTC/status/1978731485306728651) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-16T07:55Z 7123 followers, 12.7K engagements


"If it wasn't clear you want to be the person buying at X mNAV and selling at X mNAV. Just like how you want to be the person buying the miners 6-12 months ago"  
[X Link](https://x.com/ZynxBTC/status/1978732860925222959) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-16T08:00Z 7123 followers, 1676 engagements


"Conviction is going to be seriously tested if Q4 fails to deliver for Bitcoin. Bitcoin and MSTR are currently underperforming even the S&P XXX YTD. We have seen capitulation already but it can go much deeper. Keep that in mind. I'm setting myself up to take advantage"  
[X Link](https://x.com/ZynxBTC/status/1978780277146067335) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-16T11:09Z 7147 followers, 7379 engagements


"Essentially the incentive structures are not aligned in the same way as normal businesses. You shouldn't be able to win if shareholders do not as well. There's a lot of that going on right now"  
[X Link](https://x.com/ZynxBTC/status/1978826081269329967) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-16T14:11Z 7148 followers, 2386 engagements


"@ChevFbaby Not every Bitcoin Treasury is the same. Most are garbage though"  
[X Link](https://x.com/ZynxBTC/status/1978835698158334008) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-16T14:49Z 7080 followers, XXX engagements


"The centre ground is completely evaporating in the UK. Greens at XX% in the polls fml. In 2029 we are getting a Communist alliance or a right-wing Government. British Bitcoiners definitely need a plan if things go left. Americans think the Democrats are bad but there's actual Communists in Europe"  
[X Link](https://x.com/ZynxBTC/status/1978887930505511312) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-16T18:17Z 7123 followers, 4879 engagements


"Money printing always leads us to the extremes at either end. Bitcoin is a moral mission more than anything else"  
[X Link](https://x.com/ZynxBTC/status/1978888592563765361) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-16T18:19Z 7123 followers, 1473 engagements


"@EdPatisso Sigh. What a mess the Western world is in"  
[X Link](https://x.com/ZynxBTC/status/1978910319389925513) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-16T19:46Z 7119 followers, XXX engagements


"@mattoshi21 Fiat currency turns people into communists. Capitalism on a Bitcoin standard would be wonderful"  
[X Link](https://x.com/ZynxBTC/status/1978910441188266359) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-16T19:46Z 7121 followers, XXX engagements


"FYI I'm buying at these levels"  
[X Link](https://x.com/ZynxBTC/status/1979069479481917637) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T06:18Z 7126 followers, 2728 engagements


"I've been a Bitcoiner for more than a decade it will always make up the majority of my portfolio. Bitcoin Treasuries should be supplementary not in lieu of cold-storage Bitcoin. I say "should" but really you should do whatever you want. I just value Sovereignty first"  
[X Link](https://x.com/ZynxBTC/status/1979144115804672186) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T11:15Z 7146 followers, 3387 engagements


"I like to make this post every once in a while in case people forget. I indulge in the Bitcoin Treasury shenanigans of course and expect a select few to do amazingly well. Most are just not worth it. Basically scams tbh"  
[X Link](https://x.com/ZynxBTC/status/1979144383308955728) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T11:16Z 7148 followers, 1616 engagements


"This Morris guys is best ignored honestly. Always fudding the stock. Yes IPO investors are up but many have also bought at far higher prices than what we see today. Do remember that Jesse himself has a much higher entry. We are bullish because we are thinking about 5+ years from now when Smarter Web is near the apex of the FTSE 100"  
[X Link](https://x.com/ZynxBTC/status/1979244527937556788) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T17:54Z 7146 followers, XXX engagements


"@comic @Sundance88088 Explains why you're so against these. You'll be fine with a lower time preference"  
[X Link](https://x.com/ZynxBTC/status/1979245462679884255) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T17:57Z 7146 followers, XX engagements


"@Morrisfly88 @ArmstrongSats @asjwebley @Croesus_BTC Of course you are constantly whining lol. You're saying we are using people as exit liquidity yet all the names from IPO are still in the stock and actively talking about it. just as we were at 6"  
[X Link](https://x.com/ZynxBTC/status/1979255876738232599) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T18:39Z 7147 followers, XXX engagements


"@Morrisfly88 @ArmstrongSats @asjwebley @Croesus_BTC Prove what You know you can just sell the stock. I doubt you've even invested. Every post seems to be a subtle dig at SWC or accusing people of whatever xyz. WE LIKE THE STOCK"  
[X Link](https://x.com/ZynxBTC/status/1979256456152068166) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T18:41Z 7148 followers, XX engagements


"@angel1990rios @DylanLeClair_ Not sure what on earth you're talking about I've never been bearish on this stock. Yes I question these guys vigorously but I have full faith in the team and company. You sound bearish on the stock why don't you sell"  
[X Link](https://x.com/ZynxBTC/status/1979278186761347543) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T20:07Z 7151 followers, XXX engagements


"@btc_overflow Understandable. Always find value in when you do contribute for sure"  
[X Link](https://x.com/ZynxBTC/status/1979283926171684873) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T20:30Z 7148 followers, XXX engagements


"@TSLAish Sorry to hear that man. Completely agree that life is too short. All in"  
[X Link](https://x.com/ZynxBTC/status/1979517505287713252) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T11:58Z 7135 followers, XXX engagements


"@djsenior13 I don't go to Bitcoin events. Maybe I'll speak about this properly one day. The Bitcoin Standard is probably my top X book"  
[X Link](https://x.com/ZynxBTC/status/1979518054548562218) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T12:00Z 7149 followers, XXX engagements


"@comic So where have you made them up elsewhere"  
[X Link](https://x.com/ZynxBTC/status/1979583007808999618) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T16:19Z 7146 followers, XXX engagements


"@_Rob_Wallace Thanks. Sentiment Bitcoin moving up and an increase in leverage"  
[X Link](https://x.com/ZynxBTC/status/1979598761606439246) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T17:21Z 7148 followers, XXX engagements


"@E055Michel1842 Are you shorting the stock I personally think the Preferred's are just getting started. I guess time will tell but I'm bullish on Bitcoin Credit"  
[X Link](https://x.com/ZynxBTC/status/1979870062061457836) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T11:19Z 7151 followers, XXX engagements


"There appears to be a new UK "Bitcoin Treasury Company" popping up every other day now so here are some X key things that I find important to consider before giving my money to these companies P.S only X pass the sniff test so far. X. Are the team Bitcoin maxis/bulls -This may seem obvious but there is no point investing in a "leveraged Bitcoin equity" if the team themselves do not fully understand the proposition of Bitcoin. If they do not have Saylor level conviction then it's simply not worth the time. As Bitcoiners we don't trust we verify. How would you trust them not to sell in any"  
[X Link](https://x.com/ZynxBTC/status/1936400935464440093) [@ZynxBTC](/creator/x/ZynxBTC) 2025-06-21T12:28Z 7152 followers, 15.4K engagements


"So after the Nakamoto and Sequans PIPE unlocking shit show is Strive (ASST) going to follow suit to make it 3/3 I mean it's kind of obvious right. right DO NOT INVEST IN THESE COMPANIES UNTIL THE PIPE INVESTORS HAVE DUMPED. Perhaps not at all. Don't be fucking stupid"  
[X Link](https://x.com/ZynxBTC/status/1967667334312759561) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-15T19:10Z 7152 followers, 12.8K engagements


"Smarter Web could trade at a 1x mNAV and not accumulate another Bitcoin and still eventually enter the FTSE XXX. Sometimes we forget that. That is the power of having an asset that will compound at XX% every year for the next XX years on the balance sheet. I'm bullish"  
[X Link](https://x.com/ZynxBTC/status/1976174635877359729) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-09T06:35Z 7152 followers, 5521 engagements


"Smarter Web has eliminated another XXX potential wholecoiners from the game. BTW For anyone wondering why the buy price is high its because shortly after they bought the crypto liquidation cascade happened. Great way to start the week. SWC 🚀"  
[X Link](https://x.com/ZynxBTC/status/1977618754013188143) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-13T06:13Z 7152 followers, 4293 engagements


"The UK has trillions of pounds worth of unfunded public sector pension liabilities. This might be controversial but I think everyone should stop paying into their pension. One of three things are going to happen: 1) You're not going to get it. 2) They will push retirement age to XX. 3) It will be massively devalued. This is just the maths. It will be wiser to start buying Bitcoin every month which allows you to be sovereign and not at the mercy of incompetent politicians. Do not leave your retirement in the hands of the state. You've been warned"  
[X Link](https://x.com/ZynxBTC/status/1977632058924044573) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-13T07:06Z 7152 followers, 4247 engagements


"Controversial but I have to keep it honest. Semler shareholders are getting absolutely shafted. I'm curious to see if the merger/acquisition with Strive passes or if it gets vetoed like how the Preferred's did. The premium has evaporated and they are getting much less BTC/share. Not ideal"  
[X Link](https://x.com/ZynxBTC/status/1977728362190626915) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-13T13:29Z 7152 followers, 7291 engagements


"I believe in Bitcoin. I believe in Bitcoin credit and fixed income products. I believe Strategy will be the largest Bitcoin credit issuer in the world. I also believe there will be some local champions in major capital markets if they can scale. UK --- Smarter Web Japan --- Metaplanet France/Europe --- Capital B Nordics --- H100 I expect to see multiple 80-90% drawdowns multiple times on the way to $100bn+ market caps. Yes I believe Bitcoin in cold-storage should be the base of any portfolio. It's not rocket science"  
[X Link](https://x.com/ZynxBTC/status/1978090459919487458) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-14T13:28Z 7152 followers, 8575 engagements


"Bitcoin is underperforming the S&P XXX YTD. We are not really in a bull market. Perfect opportunity to keep stacking before the real run starts"  
[X Link](https://x.com/ZynxBTC/status/1978914687551979882) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-16T20:03Z 7151 followers, 4060 engagements


"@BritishHodl Not all will implode. Strategy Metaplanet Smarter Web and Capital B will all be fine imo. Ironically I think the US ones are the most likely due to how terribly they are structured"  
[X Link](https://x.com/ZynxBTC/status/1979259301261640168) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T18:52Z 7151 followers, 1127 engagements


"I have always said that the top XXX Corporate holders of Bitcoin will be mostly big profitable businesses that put Bitcoin on the balance sheet such as Tesla. Most Bitcoin Treasury Companies are useless. Only those that are able to scale and issue Bitcoin Credit are worth it"  
[X Link](https://x.com/ZynxBTC/status/1976599718034903223) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-10T10:44Z 7155 followers, 3338 engagements


"Vaultz Capital "V3TC" formerly "Helium Ventures" is another company to avoid to be honest. Go listen to the live space they just did lol. The CEO "Alex Appleton" was the CFO of Argo Blockchain. Have a look at what happened to them. David Lenigas has helped to seed the company at the beginning. Look at who Alex follows on Twitter these guys are not Bitcoiners. Corporate faces that are jumping on the bandwagon. The Chairman "Charlie Wood" is another Australian man with links to David Lenigas. Same operating business as Vinanz/London Bitcoin Company in regards to doing Bitcoin mining lol. NO"  
[X Link](https://x.com/ZynxBTC/status/1943368971849248890) [@ZynxBTC](/creator/x/ZynxBTC) 2025-07-10T17:57Z 7154 followers, 5945 engagements


"I created a Smarter Web vs Next PLC pie. SWC is only XXX% of the market cap of Next a British clothing retailer. It's where I bought my first suit as a teen 😅 They are ranked 39th on the FTSE XXX. When do you think Smarter Web will surpass their market cap of 14.8bn"  
[X Link](https://x.com/ZynxBTC/status/1964628928091631803) [@ZynxBTC](/creator/x/ZynxBTC) 2025-09-07T09:56Z 7154 followers, 2801 engagements


"After NAKA and Sequans I'd appreciate if the Strive guys were open and honest with investors about what is about to happen. Once the shares from the PIPE unlock the stock is going to crash further. The PIPE was at $XXXX. Share price is currently $XXXX. It's going down"  
[X Link](https://x.com/ZynxBTC/status/1975662784009605279) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-07T20:41Z 7154 followers, 14.2K engagements


"The trolling and negative comments about Bitcoin Treasuries under my comments are at an all-time high. According to them we've all been scammed and that these companies are never coming back. This includes Strategy and Metaplanet. It's okay I have all the receipts"  
[X Link](https://x.com/ZynxBTC/status/1975956416109347162) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-08T16:08Z 7154 followers, 10.1K engagements


"Imagine seeing this and thinking the Bitcoin bull market is over. The US M2 Money supply is continuing to expand. This is just one of the reasons why Gold and Equities are going up every week. Eventually this liquidity is going to find Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1977046750138441858) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-11T16:20Z 7153 followers, 4263 engagements


"Going into next week feeling optimistic about Bitcoin and the top Bitcoin Treasuries. If you have a low time preference buying Metaplanet at XXX mNAV is going to be an amazing decision with hindsight. Unless of course you're one of those people who think we won't see mNAV expansion once again. It's crazy how just X months ago we were talking about 3-7x mNAVs and now people can't picture anything above XXX 😅 I remain bullish even if most have lost their faith in the model"  
[X Link](https://x.com/ZynxBTC/status/1977476501491884255) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-12T20:48Z 7154 followers, 7370 engagements


"Seeing that Saylor blocked Josh Mandell is hilarious. Now Josh is crying on X acting all shocked when he's been saying unsavoury things about Saylor and Strategy for months. Damn lol"  
[X Link](https://x.com/ZynxBTC/status/1977761159034921117) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-13T15:39Z 7153 followers, 34.4K engagements


"🚨Important Question with Regards to the New Metaplanet Share Count. I hope @DylanLeClair_ or @gerovich can help us out. Share count (before international offering): - Basic: 755974340 - Diluted: 953142925 - Difference: 197168585 Share count (after international offering): -Basic: 1140974340 -Diluted: 1434392925 - Difference: 293418585 Additional fully diluted shares after international offering: 96250000 Where do those additional shares come from Any new warrants or options If I've missed anything please do point it out. Just struggling here. I know @RoaringRagnar has asked this too"  
[X Link](https://x.com/ZynxBTC/status/1977797536086716468) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-13T18:04Z 7155 followers, 51.2K engagements


"@MikeFor44857211 No you've got it completely wrong. The fundamentals changed massively and they turned out to be frauds. Metaplanet nothing has really changed"  
[X Link](https://x.com/ZynxBTC/status/1978165565949616189) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-14T18:26Z 7153 followers, XXX engagements


"In the end all you need to do is just buy Bitcoin and call it a day. Anything else is probably not worth the stress for most of you on here. Extreme volatility is not for everyone. Create value --- buy Bitcoin --- Cold-storage. Simple"  
[X Link](https://x.com/ZynxBTC/status/1978209764153631019) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-14T21:22Z 7154 followers, 11.9K engagements


"I think this needs to be addressed. There is an uneasy dynamic between the management of the Bitcoin Treasuries and shareholders. Under the guise of accretive dilution these teams can print their own shares and salaries whilst shareholders bear all the risk. Essentially management are winning regardless. Hardly any of these companies have profitable operating businesses yet the exec team is on millions of dollars/year with a gazillion share options and warrants. There's no value creation. Saylor and Strategy has done all the work. The playbook is very simple. When capital is dry and mNAV is 1"  
[X Link](https://x.com/ZynxBTC/status/1978825299841147351) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-16T14:08Z 7154 followers, 10.7K engagements


"Current drawdowns from ATHs: Bitcoin 🟠 = -XXXX% MSTR = -XXXX% Metaplanet = -XXXX% Capital B = -XXXX% Smarter Web = -XXXX% Are you feeling the pain yet"  
[X Link](https://x.com/ZynxBTC/status/1979195045715530045) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T14:37Z 7155 followers, 64.1K engagements


"@ChrisMMillas Metaplanet and Smarter Web will recover. You're a MSTR bull (as am I) surely you must think Metaplanet will be okay now that they have Prefs"  
[X Link](https://x.com/ZynxBTC/status/1979256980003778634) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T18:43Z 7153 followers, 1159 engagements


"Smarter Web played the last Bitcoin Treasury bull inning as well as possible. This is why I refuse to be overly negative and remain firm in my belief in the long-term success of the company. The current price action is out of any individual's control. Think about it. The company did everything right since the IPO on April 25th. We reached escape velocity and managed to stack 2500+ Bitcoin in the space of a few short months. Smarter Web quickly established itself alongside the premium Bitcoin treasuries. Obviously you have Strategy in Tier X. Then Metaplanet of course. Then in the next"  
[X Link](https://x.com/ZynxBTC/status/1979262436889796946) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T19:05Z 7155 followers, 9753 engagements


"This post should bring a lot of solace to Metaplanet shareholders. Virtually no debt 30k+ Bitcoin and we're about to leverage up via the Preferred's which are going to add so much torque to this thing. Impossible to be bearish if you understand this"  
[X Link](https://x.com/ZynxBTC/status/1979274880937005349) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T19:54Z 7154 followers, 19.2K engagements


"@btc_overflow Couldn't agree more. Damn Brian you need to get back on here more"  
[X Link](https://x.com/ZynxBTC/status/1979281206832435581) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T20:19Z 7153 followers, XXX engagements


"Some people sold their MSTR and Metaplanet to rotate into IREN and other Bitcoin miners this week. IREN is up 10x over the last X months. Selling the Bitcoin Treasuries at their lows to buy a stock that has run up so much like this is literally selling low and buying high. Hope it works out"  
[X Link](https://x.com/ZynxBTC/status/1979605329554932160) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T17:47Z 7154 followers, 17.2K engagements


"If you blame another man for your financial decisions you should reflect on whether you should be actively investing at all. Stick to index funds. Even better just buy Bitcoin and call it a day. If you borrow conviction on X and decide to go all in that's on you. No analyst on here owes you anything. Do your own research. Too many people whining or leaving nasty comments because the stock they've been holding for less than a year hasn't gone up 20x yet. A lot of people forget that the free alpha provided on here is usually found behind big paywalls from equity research desks and firms. We're"  
[X Link](https://x.com/ZynxBTC/status/1979627216695861621) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T19:14Z 7155 followers, 5844 engagements


"@BrianTGoodman "Unlikely Metaplanet is going back above X mNAV". Want to bet"  
[X Link](https://x.com/ZynxBTC/status/1979628164566675951) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T19:18Z 7155 followers, 3031 engagements


"Buying a Bitcoin Treasury Co like Strategy or Metaplanet without having complete conviction in Bitcoin itself is the reason why you're capitulating. You should sell your positions if you do not think Bitcoin is going to $1mil by 2035. I thought this was obvious. Clearly not"  
[X Link](https://x.com/ZynxBTC/status/1979857928879497404) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T10:31Z 7154 followers, 19.8K engagements


"@Bthemoon2030 I like to sandbag things. The linear regression fit for the Bitcoin power law has it at $1mil by end of 2032"  
[X Link](https://x.com/ZynxBTC/status/1979866733780385865) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T11:06Z 7155 followers, XXX engagements


"@WaterboyWalton Most of my portfolio is in cold-storage Bitcoin. I buy the Bitcoin treasuries for the chance of outperformance a leveraged play if you will. I believe in Bitcoin credit. I believe in Bitcoin-backed fixed income products. That is why I buy them"  
[X Link](https://x.com/ZynxBTC/status/1979911181650297071) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T14:03Z 7155 followers, XXX engagements


"Watch how fast sentiment changes and all the Bitcoin bears turn into bulls. Happens every single time. Same will happen for those fading the best Bitcoin Treasuries. Extreme volatility doesn't nullify an entire investment thesis. It was always going to be like this"  
[X Link](https://x.com/ZynxBTC/status/1979921011572088843) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T14:42Z 7154 followers, 6008 engagements


"@TheSidSuri @saylor @gerovich Nailed it. People don't get this yet"  
[X Link](https://x.com/ZynxBTC/status/1979921299779498327) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T14:43Z 7155 followers, XXX engagements


"I still haven't found an equity play with as much asymmetrical upside as the Bitcoin Treasuries. Market cap: Metaplanet = $4.4bn Capital B = $508mil Smarter Web = $360mil H100 = $160mil Now tell me what's the total upside for a company that is the main issuer of Bitcoin credit in a rich capital market Saylor thinks up to $X trillion. I will continue to ride the volatility because I know where this is going"  
[X Link](https://x.com/ZynxBTC/status/1975799202132214160) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-08T05:43Z 7155 followers, 11.8K engagements


"I'm still bullish on the Bitcoin Treasury thesis. I have seen some prominent names in the space turn relative bearish or outright disappear and whilst it might not be nice to see for investors I did my own due diligence and remain confident in my positions. Truth be told many of us did not see this period of deep and sustained mNAV compression across the board. Sentiment is at rock bottom and people are hurting. The pain is made worse by witnessing everything else be in the green. I get it. This is nothing new. It took MSTR X years to make new ATHs after its high in 2021. We can spend hours"  
[X Link](https://x.com/ZynxBTC/status/1976132969707315417) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-09T03:49Z 7155 followers, 48.2K engagements


"I've been irrationally long Bitcoin for over a decade. If you've been here since 2017 or even since the start of 2022 when Terra Luna and then FTX collapsed. You would know that Bitcoin Twitter was the most doom and gloom place beyond imagination. Now I'm not saying it's the exact same for the Bitcoin Treasuries but there's been plenty of times when the feed has been filled with those saying it's all over for Bitcoin. When MSTR went substantially below X mNAV it was the same. Human psychology is fascinating because this always happens without fail. Remember when Tesla was finished too"  
[X Link](https://x.com/ZynxBTC/status/1976343190375391633) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-09T17:45Z 7155 followers, 9605 engagements


"We need to see a massive increase in the use of leverage for the Bitcoin Treasuries. The whole point of their existence is to be a leveraged Bitcoin play. Metaplanet for example have a BTC rating of 127x which means their Bitcoin Treasury covers their outstanding debt XXX times over. Pretty much no leverage. Obviously they plan to leverage up via the Preferred's but that may take some time. Similar situation across the board. We need more leverage"  
[X Link](https://x.com/ZynxBTC/status/1976398508815941702) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-09T21:24Z 7154 followers, 10.3K engagements


"@btc_overflow And this is why I'm long H100 💯"  
[X Link](https://x.com/ZynxBTC/status/1976418558860198002) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-09T22:44Z 7155 followers, XXX engagements


"I will repeat this over and over. Selling Metaplanet to buy IREN right now is not a good idea in my opinion. Constantly rotating your portfolio to chase the next hot thing is foolish. You will be buying high and selling low. The Bitcoin miners were stagnant for 12+ months and now they are having their time in the sun. The people who have made the most gains bought when confidence was low and when the stock hadn't 10x'd in X months. That's not to say IREN won't run up some more it easily could. but most of the real money is made when everyone is fading the stock. This applies to any investment"  
[X Link](https://x.com/ZynxBTC/status/1976615573984338180) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-10T11:47Z 7154 followers, 9955 engagements


"We shouldn't be quick to let short-term price action invalidate our original thesis. It's important to remember that the market can stay irrational longer than you can stay solvent. You could have done the perfect due diligence and have all the fundamentals make sense and still lose within a short enough time frame. Bitcoin should already be at $1mil a coin but it's not. Is my thesis wrong or is the market irrational It's the same with the Bitcoin Treasuries. Everyone is writing them off but I still have faith that Strategy and Metaplanet etc will be completely fine. If Bitcoin outperforms"  
[X Link](https://x.com/ZynxBTC/status/1977307835802276147) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-12T09:38Z 7155 followers, 4296 engagements


"I love bear markets. It reveals a lot. I'm talking about the Bitcoin Treasuries of course. I was always prepared to ride my positions to XXX mNAV if need be. I remember MSTR trading at a XXX mNAV in 2022. It took X years before it surpassed its all time high in 2021. I'm prepared to swim in deep waters once more. I struggle to see how relatively wealthy people who presumably have held Bitcoin for at least one cycle lose their shit because of mNAV compression. We've been here before many times over with Bitcoin itself. Strategy Metaplanet Smarter Web Capital B and H100 to name a few are all up"  
[X Link](https://x.com/ZynxBTC/status/1978055935462457477) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-14T11:11Z 7155 followers, 28.8K engagements


"I want to address Climb's Metaplanet pivot because a lot of people are messaging me about it. I think it's safe to say all of our near term expectations have been reset for sure. However. It does come across as capitulation. You were the main Metaplanet guy who appeared to have the strongest conviction in the stock. Now I am seeing posts that shows doubt in Bitcoin itself let alone Metaplanet. I struggle to see how anyone can build solid conviction in any Bitcoin Treasury company without being absolutely firm on the underlying itself. If you don't believe Bitcoin will have a CAGR of 25-30%"  
[X Link](https://x.com/ZynxBTC/status/1978111260819341685) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-14T14:50Z 7155 followers, 26.7K engagements


"If you think Bitcoin is going to $1mil and then $10mil a coin it is cognitive dissonance to be bearish on the companies stacking the most Bitcoin. What does the balance sheet of Strategy Metaplanet Smarter Web and Capital B etc look like at these prices Yeah exactly"  
[X Link](https://x.com/ZynxBTC/status/1978360995350208802) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-15T07:23Z 7155 followers, 36K engagements


"I still prefer the Bitcoin Treasuries over the Bitcoin Miners/AI plays. I just think they are cleaner vehicles for Bitcoin accumulation without the hefty operating costs. I also think selling Metaplanet at X mNAV to rotate into IREN that's up 10x since May is a bad idea. Textbook definition of selling low and buying high. With that being said I'm happy for those who have been holding for 12+ months to finally get their time in the sun. It wasn't that long ago when sentiment for the miners were at where the Bitcoin Treasuries are today. Perhaps there's a lesson in that"  
[X Link](https://x.com/ZynxBTC/status/1978402748887433612) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-15T10:09Z 7155 followers, 9440 engagements


"The beatings for Metaplanet continue. -425/share ($2.81). -XXX mNAV. I'm in awe of what a fantastic opportunity this is. The hardest thing to do is to buy when everyone else is selling so I will continue to buy all the way down. Ultimately I remain bullish on the company"  
[X Link](https://x.com/ZynxBTC/status/1978713332954669503) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-16T06:43Z 7155 followers, 9986 engagements


"Metaplanet has been down everyday for X months. -404/share ($2.70). Brutal"  
[X Link](https://x.com/ZynxBTC/status/1979064999801770273) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T06:00Z 7155 followers, 12.6K engagements


"When was the last time you bought actual Bitcoin Not an ETF or a Bitcoin Treasury Company. just Bitcoin Take advantage. I added to the cold storage stack today. I think it's important to interact often with the Bitcoin network to remember why we do this. It's beautiful"  
[X Link](https://x.com/ZynxBTC/status/1979179717333827868) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T13:36Z 7155 followers, 4297 engagements


"There are people that are still selling Strategy Metaplanet Smarter Web Capital B etc today. Now who knows maybe they will continue to go down further but selling at such prices feels stupid to me. If you're going to sell at least sell high not when the stocks are already down 50-90%. I always think about the people who sold Bitcoin last cycle below $17k after it had already dropped from the near $70k ATH in 2021. Of course that was near the bottom. before the slow reversal began. Again to be clear I'm not against selling. I just think selling when most of the drawdown has already happened is"  
[X Link](https://x.com/ZynxBTC/status/1979231449346626043) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T17:02Z 7155 followers, 7472 engagements


"@DylanLeClair_ Yeah this is epic. Not sure how you can be bearish on Metaplanet after reading this"  
[X Link](https://x.com/ZynxBTC/status/1979274346968309761) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T19:52Z 7155 followers, 3005 engagements


"I want to share a little about myself so that when you read my posts you can get an understanding of where it's coming from. I am prepared to lose all my wealth and start from zero. XX% of my wealth is in Bitcoin or Bitcoin derivatives. I don't even own a house. I rent. I have no pension. I am all in. I am ideologically tied to Bitcoin and Freedom. This along with my belief in God are the foundations of who I am as an individual. I don't recommend my Bitcoin maximalism to others. It's not suited for most people and goes against conventional wisdom. Not many are prepared to start over from"  
[X Link](https://x.com/ZynxBTC/status/1979292831769358657) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-17T21:05Z 7155 followers, 33.1K engagements


"In just a few short months how many analysts have completely pivoted from their previously strong convictions Nobody can predict the future including me. This is why I no longer make price predictions it's a fool's errand. It's better to make directional bets and forecasts with a lower time preference. I wasn't expecting such a severe correction for the Bitcoin Treasuries but I certainly was prepared to hold my positions to XXX mNAV if need be. Investing Trading. What timeframes are people dealing with here Unless something fundamentally has changed I see no reason to abandon the top Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1979524356838478251) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T12:25Z 7155 followers, 4527 engagements


"@ActuallyClimber @BrianTGoodman I really want to know what makes you say that. That would mean completely breaking historical trends (for Metaplanet at least). I think X mNAV happening again within the next XX months is quite likely but I guess time will tell"  
[X Link](https://x.com/ZynxBTC/status/1979657160197116358) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T21:13Z 7155 followers, 1808 engagements


"Is this capitulation or have things drastically changed for MSTR for Metaplanet Especially with the latter I think within the next XX months it'll happen pretty easily. For MSTR let's see what S&P XXX inclusion does. Friendly wager. Bookmark this"  
[X Link](https://x.com/ZynxBTC/status/1979662182083412454) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T21:33Z 7155 followers, 14K engagements


"@ActuallyClimber For sure. I think this case is just particularly interesting/unique considering not that long ago you were more bullish than anyone else. For everyone else do your own due diligence. One of us will be wrong so you build your own conviction"  
[X Link](https://x.com/ZynxBTC/status/1979663032918925776) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-18T21:37Z 7155 followers, 2534 engagements


"@Noir_Bitcoin 🤝"  
[X Link](https://x.com/ZynxBTC/status/1979858012518166845) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T10:31Z 7154 followers, XX engagements


"@E055Michel1842 Cold-storage Bitcoin is the majority of my portfolio. I think a few of these companies like MSTR has done will outperform Bitcoin if they can act as a leveraged Bitcoin play"  
[X Link](https://x.com/ZynxBTC/status/1979865664233033985) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T11:02Z 7155 followers, XXX engagements


"They need to leverage up I agree with that. Time will tell whether the Prefs turn out to be a success or not. Metaplanet don't plan to sell the common stock to pay off the dividends for the Prefs btw. MSTR has outperformed Bitcoin since 2020. Whether it will continue to do so is up for each individual to decide. I'm wagering these Bitcoin Treasuries will do so. That being said most of my portfolio is in cold-storage Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1979867552164528435) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T11:09Z 7155 followers, XXX engagements


"It's insane to me how people are quick to write off the Strategy Preferred's as failed products. Bitcoinisation of the financial system doesn't happen over night. With time they will receive a formal credit rating. Distribution of these Bitcoin-backed fixed income products will also improve. Sometimes in life the secret ingredient is time. Patience is a virtue"  
[X Link](https://x.com/ZynxBTC/status/1979873578855383441) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T11:33Z 7155 followers, 8159 engagements


"@second_epoch Seems you've misread what I wrote. You can have conviction in Bitcoin and not Bitcoin Treasuries. You cannot have conviction in Bitcoin Treasuries without having conviction in Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1979925346339201189) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T14:59Z 7155 followers, XXX engagements


"Yep you've been wrong a lot if your timeframe is XX months. Directionally I think you would have been correct to bet on both Bitcoin going higher and for Metaplanet's mNAV to expand to a level where the arb is profitable again. We will see though. Perhaps you are right and I'll be wrong"  
[X Link](https://x.com/ZynxBTC/status/1979928276115341589) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T15:11Z 7155 followers, XXX engagements


"The Brazilian Bitcoin Treasury Oranje is the next company with a disastrous PIPE-like structure. It certainly doesn't help the industry when these stupid deals are killing sentiment. Strive NAKA Sequans etc. Let's not see a repeat of these type of deals in wave X please"  
[X Link](https://x.com/ZynxBTC/status/1979936717537784132) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T15:44Z 7155 followers, 3800 engagements


"@AdamBLiv Even the XX% CAGR scenario is far better than most could ever hope for. Great graphic"  
[X Link](https://x.com/ZynxBTC/status/1979942243499708493) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T16:06Z 7155 followers, 1210 engagements


"@AdamBLiv We are aligned. Glad to see you also holding the line"  
[X Link](https://x.com/ZynxBTC/status/1979943398250344678) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T16:11Z 7154 followers, XXX engagements


"Well you've pretty much hit the nail on the head. The volatility of Bitcoin alone is not for most let alone these BTCTCs. Buying Metaplanet at this mNAV for example as you said pretty much guarantees at least Bitcoin returns. It's cognitive dissonance to think Bitcoin is going to $1mil and then to fade the companies accumulating the most Bitcoin. I think we'll look back on this with bewilderment"  
[X Link](https://x.com/ZynxBTC/status/1979946001114005695) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T16:21Z 7155 followers, XXX engagements


"For the record I think that long term Strive and Nakamoto will do relatively well from here. They will never be the darlings of the scene like Strategy or Metaplanet but the truth is they will outperform XX% of equities. Obviously if you bought before the unlocks you're likely never making that back in Bitcoin terms. Permitted there aren't any more silly deals. even at X mNAV you'll get outperformance or if they do not deviate too far from this. This is the power of having Bitcoin on the balance sheet. For us Bitcoin is the hurdle rate and then for the Bitcoin Treasuries MSTR is. TradFI"  
[X Link](https://x.com/ZynxBTC/status/1979951072484667457) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T16:41Z 7154 followers, 2703 engagements


"Let it all out man. a lot of us can relate lol. A few boomers came to mind 😅🙃. We've just been spoiled really hence all the noise. Does make you wonder what on earth these people were investing in before Bitcoin and these Bitcoin Treasuries. Bunch of Warren Buffet's on here to be this dissatisfied lol"  
[X Link](https://x.com/ZynxBTC/status/1979952234050777213) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T16:46Z 7155 followers, XXX engagements


"Buying Bitcoin is the single most consequential thing you can do for the betterment of your future. No Politician is coming to save you"  
[X Link](https://x.com/ZynxBTC/status/1979999600799851003) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-19T19:54Z 7155 followers, 2670 engagements


"Most of Bitcoin's incredible historic performance has happened over a few short days. You do not want to be the person who missed out because you were too impatient. That is why we HODL. It will be the same for the best Bitcoin Treasuries. Have a low time preference"  
[X Link](https://x.com/ZynxBTC/status/1980227630638284809) [@ZynxBTC](/creator/x/ZynxBTC) 2025-10-20T11:00Z 7155 followers, XXX engagements