[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.]

# ![@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 -XX%
- X Month XXXXXXXXX +48%
- X Months XXXXXXXXXX +5,274%
- X Year XXXXXXXXXX +1,233,976%

### 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 -XX%
- X Month XXX -XXXX%
- X Months XXXXX +1,417%
- X Year XXXXX +32,800%

### 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 +3%
- X Month XXXXX +19%
- X Months XXXXX +731%
- X Year XXXXX +2,999%

### 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

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #595 [finance](/list/finance)  XXXXX% [stocks](/list/stocks)  #2468 [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  #2393 [currencies](/list/currencies)  XXXX% [countries](/list/countries)  XXX% [social networks](/list/social-networks)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[bitcoin](/topic/bitcoin) #259, [$mstr](/topic/$mstr) #16, [the world](/topic/the-world) 6.42%, [dividend](/topic/dividend) #264, [money](/topic/money) 5.35%, [$strf](/topic/$strf) #10, [mstr](/topic/mstr) #223, [products](/topic/products) #2529, [$strd](/topic/$strd) #12, [gain](/topic/gain) #1602

**Top accounts mentioned or mentioned by**
[@comic](/creator/undefined) [@roaringragnar](/creator/undefined) [@ichlassdesmaso](/creator/undefined) [@theretailbull](/creator/undefined) [@asjwebley](/creator/undefined) [@chrismmillas](/creator/undefined) [@drbitcoinm50862](/creator/undefined) [@jbmillen](/creator/undefined) [@satsidequest](/creator/undefined) [@ourgoodlifeuk](/creator/undefined) [@matt51459838](/creator/undefined) [@mstrtoday](/creator/undefined) [@adambliv](/creator/undefined) [@zaidq1818](/creator/undefined) [@gabrielepacioc1](/creator/undefined) [@fevrierfranck](/creator/undefined) [@actuallyclimber](/creator/undefined) [@malikas_friend](/creator/undefined) [@_adrian](/creator/undefined) [@j33412279544](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [501 (32)](/topic/$32) [Strike (STRK)](/topic/$strk) [Msci Inc (MSCI)](/topic/msci-inc) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last XX hours

"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)  2025-09-07T09:56Z 9520 followers, 2867 engagements


"This response by Saylor in regards to the MSCI World Index FUD shows you the seriousness of the issue. Good for him to come out and address it directly and I'm sure Strategy will be fine regardless of what happens. That being said until we get confirmation from MSCI Inc. themselves expect uncertainty and volatility to remain. What a week it's been in Bitcoin eh"  
[X Link](https://x.com/ZynxBTC/status/1991877319938474203)  2025-11-21T14:32Z 9522 followers, 27.8K engagements


"Dare to dream. I think Metaplanet is poised to have the most incredible 2026 and wouldn't be surprised if we hit 5000/share for 3350.T or $XX with MTPLF. 100000 BTC in the treasury at $200k/coin = $20bn in NAV. If mNAV expands to X again then we're in business"  
[X Link](https://x.com/ZynxBTC/status/1993041790480372170)  2025-11-24T19:39Z 9534 followers, 77.6K engagements


"Buying STRC at $XX was the easiest trade I've had all year. It is now trading at $XXXXX. It was obvious that it was going to trade back up to par at $XXX. When it does I will pocket the XXX% capital gain. The market just doesn't know how to price risk. I will continue making this trade for as long as the market allows me"  
[X Link](https://x.com/ZynxBTC/status/1993758517455433808)  2025-11-26T19:07Z 9530 followers, 29.6K engagements


"STRF should have a higher credit rating than French Bonds. Risk is mispriced globally because they do not understand Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1994397856359158061)  2025-11-28T13:27Z 9520 followers, 2063 engagements


"Great question. $STRF will go to $XXX because at that price it gives you an effective yield of 5%. Base rates are now on the decline. Over the next few years the FED rate will be 2-3%. You will not be able to get X% yields from US Treasuries. Investors will then rotate back into better yielding assets with STRF becoming one of the highest quality yields in the world. STRF is Strategy's senior-most perpetual preferred stock. It has a BTC rating of 6.2x. STRF also has governance rights and dividend rate step-up penalties in the event of missed dividend payments. Essentially it's almost"  
[X Link](https://x.com/ZynxBTC/status/1994825215944049062)  2025-11-29T17:46Z 9526 followers, 11.1K engagements


"I am getting close to closing my STRC trade perhaps today. This has genuinely been the easiest money I have ever made and I get to support Saylor and Strategy whilst doing it. Every time $STRC trades $XX I will buy and pocket the capital gain as it trades back up to par"  
[X Link](https://x.com/ZynxBTC/status/1996228804394557443)  2025-12-03T14:43Z 9531 followers, 54.6K engagements


"If Bitcoin does win 2026 I hope you all remember the trolls and naysayers who laughed at us all year long. This year on X has shown me just how many people get a kick out of watching others lose. We have accounts dedicated towards praying for the demise of Saylor and MSTR. I hope you've kept the receipts"  
[X Link](https://x.com/ZynxBTC/status/1996292530342866972)  2025-12-03T18:56Z 9531 followers, 8590 engagements


"@HodlMagoo It confirms that you don't understand what's going on here. It's fine to be a perma Strategy bear no problem but what the fuck have you done to sit on such a high horse Exactly"  
[X Link](https://x.com/ZynxBTC/status/1996348179852484755)  2025-12-03T22:37Z 9520 followers, 1061 engagements


"Decide what type of Bitcoiner you want to be. A) Be optimistic about the future and hope that Bitcoin will make the world a better place. B) Be pessimistic about the future and hope that Bitcoin will allow you rule over the ashes. Unfortunately there are some who want to watch the world burn. Life is much better when you choose to be positive. Bitcoin is hope"  
[X Link](https://x.com/ZynxBTC/status/1996364097030414780)  2025-12-03T23:41Z 9528 followers, 3308 engagements


"Woke up feeling really positive about the future of Bitcoin. Not only is it the best money and asset ever created in the history of mankind it is also the most moral mission. Very seldom do we get the opportunity to enrich ourselves whilst changing the world for the better"  
[X Link](https://x.com/ZynxBTC/status/1996837878140449040)  2025-12-05T07:03Z 9532 followers, 3711 engagements


"This is really not ideal for Saylor and Strategy. Whilst it's not the end of the world this would be painful in the short-term. I'm the biggest MSTR bull but it's obvious that MSCI exclusion is not ideal. I am still not expecting them to exclude MSTR but the prediction markets have it at a XX% chance right now. We will have to wait until January 15th 2026 for an official decision. Perhaps it is already priced in either way I'm not selling and still bullish for the future"  
[X Link](https://x.com/ZynxBTC/status/1996950468820345162)  2025-12-05T14:31Z 9530 followers, 21.4K engagements


"Remember the B HODL ruse I was warning everyone about in the middle of September Today it registered just XX trades and less than 25k in trading volume 🤡 The UK Bitcoiner scene has been hijacked by charlatans. THEY DO NOT REPRESENT THE UK. Even if they claim to"  
[X Link](https://x.com/ZynxBTC/status/1998477257438834874)  2025-12-09T19:38Z 9530 followers, XX engagements


"I wouldn't be surprised if in 2026 we see Metaplanet hit 5000/share for 3350.T or $XX for $MTPLF. It sounds absurd but the setup here is really incredible. They have already raised $150mil in their pre-IPO for Mercury (class B Preferred) which tells me demand is strong. If Bitcoin is playing ball and reaches $175-200k and then Metaplanet surpasses their 100000 Bitcoin target then I'm quite optimistic. We could see an up-listing to the Nasdaq from the US OTCQX which would bring a lot more liquidity to the stock. We also have to consider the changes to the MSW programme the expansion of the"  
[X Link](https://x.com/ZynxBTC/status/1993040892752806309)  2025-11-24T19:35Z 9581 followers, 82.2K engagements


"There's some serious money to be made by those who can understand this before the market does. The market is extremely inefficient at pricing the Strategy Preferreds. Bitcoin fell to $82k and the market panicked. $STRC fell to $XX $STRF to $XX and $STRD to $XX. This meant that the yields for each of these products went up substantially when compared to at par implying that the risk had also increased significantly. The problem is this just isn't true. Saylor said himself that "If Bitcoin goes up XXX basis points a year we can pay the dividends forever. If BTC goes up X% a year we have capital"  
[X Link](https://x.com/ZynxBTC/status/1994031240484176157)  2025-11-27T13:11Z 9581 followers, 236.2K engagements


"It appears the main driver of STRC price right now is Bitcoin performance. Looks like the increase to XXXXX% yield did nothing. It will take the market some time to have trust in these products. Up to XX% we go"  
[X Link](https://x.com/ZynxBTC/status/1996978443108409654)  2025-12-05T16:22Z 9581 followers, 6120 engagements


"There may be no region on Earth that needs Bitcoin more than the Middle East. Oil and gas won't last forever but the wealth they generate today can. By converting energy into Bitcoin they can preserve value across generations. From black gold to digital gold"  
[X Link](https://x.com/ZynxBTC/status/1997986758286299584)  2025-12-08T11:08Z 9581 followers, 23.2K engagements


"Metaplanet kicks off the trading day in Tokyo with more gains. It closed the session at XXX a share price level we have not seen for a month. What's very interesting to note is that the stock has continued to make gains even though Bitcoin itself is slightly down. ullish"  
[X Link](https://x.com/ZynxBTC/status/1998288221621628985)  2025-12-09T07:06Z 9581 followers, 8913 engagements


"The Corporate Bitcoin Bidding Wars. Jack Mallers has been talking about Twenty One wanting more Bitcoin than Strategy. That's an additional 617000 Bitcoin for them to stack just to catch up. They aren't getting mine are they getting yours Bitcoin is going to $X million"  
[X Link](https://x.com/ZynxBTC/status/1998382165126455768)  2025-12-09T13:20Z 9581 followers, 5380 engagements


"Yes Saylor does have asymmetric information. He has pretty much confirmed it. All the Banks and Sovereign Wealth Funds are talking to him directly. He can see the scale of the adoption happening in real time. It's starting to make sense why Strategy have bought just shy of 400000 Bitcoin since Trump won the election last year. He knows Bitcoin is winning and going to $X million a coin. You do not want to miss this train"  
[X Link](https://x.com/ZynxBTC/status/1998392407553929329)  2025-12-09T14:00Z 9581 followers, 14.1K engagements


"These yields will all be much lower this time next year. The Strategy Preferreds are going to truly blossom in a low interest rate environment. It's going to be a key story of 2026. the maturation of the best fixed income products in the world - backed by Bitcoin. ullish"  
[X Link](https://x.com/ZynxBTC/status/1998416055287636075)  2025-12-09T15:34Z 9581 followers, 2550 engagements


"mNAV expansion for $MSTR is on its way. What people don't realise about Strategy is that next year they are going to have so many levers to pull. There will be an avalanche of capital flowing towards the Preferreds - STRC/STRF/STRD/STRK. With interest rates coming down demand from yield-seeking capital will find its way to these products that pay juicy yields and are extremely well collateralised. All X will be ATM'd to buy more Bitcoin. $35mil was raised from STRD alone last week. Then with Bitcoin recovering against Gold the common stock will start to fly as exuberance enters the market and"  
[X Link](https://x.com/ZynxBTC/status/1998437125918695527)  2025-12-09T16:58Z 9581 followers, 35.1K engagements


"If you look at the European ticker for Metaplanet you can see a clear bottom has formed. X consecutive weekly green candles. I'm not really a chart/TA guy but it is helpful for visualising your entry points. I reaffirm that it is the most undervalued equity in the world"  
[X Link](https://x.com/ZynxBTC/status/1998444907095068691)  2025-12-09T17:29Z 9581 followers, 10.1K engagements


"There's a reason why Saylor is buying $X billion worth of Bitcoin in a single week. He knows the banks and Sovereign Wealth Funds are coming. He knows Bitcoin is going to $X million a coin"  
[X Link](https://x.com/ZynxBTC/status/1998479564809580702)  2025-12-09T19:47Z 9581 followers, 12K engagements


"I'm expecting Saylor to announce PoR before the end of 2026. Strategy will be a trillion dollar company and it's just not appropriate amongst other reasons for another company to be the custodians of their Bitcoin. Metaplanet and Twenty One have Proof of Reserves. No excuses"  
[X Link](https://x.com/ZynxBTC/status/1998590906803368333)  2025-12-10T03:09Z 9581 followers, 3618 engagements


"@bogunowicz Honestly everyone holding now will be completely fine if they hold long enough. $MTPLF is going to $XXX by 2030"  
[X Link](https://x.com/ZynxBTC/status/1998656408313618941)  2025-12-10T07:29Z 9581 followers, XXX engagements


"@Peak_Ascent Yes of course it is. That doesn't me shouldn't support Strategy. Saylor's done a lot for Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1998766195298734591)  2025-12-10T14:46Z 9581 followers, XXX engagements


"I will be buying more STRC today. At $XXXXX the effective dividend yield is XXXX% ($10.50 at par at $100/share). I will then pocket the additional X% capital gain as it inevitably trades back up to par. which is what it's designed to do. Easy money"  
[X Link](https://x.com/ZynxBTC/status/1991885053920718864)  2025-11-21T15:02Z 9581 followers, 132.3K engagements


"Strategy's $STRF product should have a higher credit rating than French Bonds. Let's do a comparison: -A XX year Bond offered by France currently pays 3.15%. -STRF currently pays 9.54%. -France has a Debt-to-gdp ratio at 113%. Trillions of dollars in unfunded liabilities. -Strategy have an amplification of XX% and STRF has a BTC rating of 6.3x. -The S&P give France a Credit rating of A+ -The S&P give Strategy a Credit rating of B- The world does not know how to price risk because they do not understand Bitcoin. The next few years offer a once in a lifetime opportunity to make a lot of money"  
[X Link](https://x.com/ZynxBTC/status/1994396710957711558)  2025-11-28T13:23Z 9580 followers, 4845 engagements


"The easiest way to answer "Is Strategy a ponzi scheme" is to compare it to the Bank of England. Just like a central bank Strategy monetises its balance sheet. The Bank of England used Gold Strategy uses Bitcoin. There is no better comparison. Stop thinking of Strategy as a normal company that requires revenue in the traditional sense. It is a Bitcoin-backed monetary institution. The Bank of England was created in 1694 and became one of the largest and most profitable companies to ever exist until it was nationalised in 1946 after the Second World War. The business model was to accumulate as"  
[X Link](https://x.com/ZynxBTC/status/1995519629171790083)  2025-12-01T15:45Z 9581 followers, 36.3K engagements


"This is one of the coolest images ever created in the history of Capital Markets. If you can truly understand this you are in the top XXXX% worldwide in terms of understanding Bitcoin Credit. I like your odds of financial success. Just look at it and marvel"  
[X Link](https://x.com/ZynxBTC/status/1996284077972787440)  2025-12-03T18:23Z 9581 followers, 33.1K engagements


"This is how the chart looks like for DN3.F the German ticker for Metaplanet. Does that not just scream entry point to you It does to me. Watch everyone flood back to the stock when it's trading over XX again"  
[X Link](https://x.com/ZynxBTC/status/1998374414162022740)  2025-12-09T12:49Z 9581 followers, 27.6K engagements


"I am looking forward to watching Strategy and Saylor win the next decade. History will remember him kindly as the man who took Bitcoin mainstream. Each epoch has a key figure. This one belongs to Saylor. As a $MSTR shareholder I am happy to be on this train. ullish"  
[X Link](https://x.com/ZynxBTC/status/1998423621815992744)  2025-12-09T16:04Z 9581 followers, 11.9K engagements


"Can someone check in on James Wynn Anyone deciding to short Bitcoin in this macro environment must hate money. Bitcoin/XAU is down XXXXX% over XX months the bottom has come and gone. 2026 belongs to Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1998427218960118037)  2025-12-09T16:19Z 9581 followers, 2951 engagements


"The Financial Times are a joke. Martin this piece is an absolute disgrace. You are XX years old and completely detached from reality. A once-respected financial press now simping for the Central Banks defending the "stability" of a system built on debt coercion and taxpayer bailouts. You describe stablecoins and don't get it twisted. by extension Bitcoin as threats because they're outside state control. You hilariously complain about stablecoins "privatising seigniorage". as if that's worse than the UK Government inflating away our life savings to fund deficits forever wars waste and"  
[X Link](https://x.com/ZynxBTC/status/1998664019314421839)  2025-12-10T08:00Z 9581 followers, 4635 engagements


"MSCI proposes to exclude digital asset treasuries ("DATs") like Strategy from MSCI"s Global Investable Market Indexes. Saylor is asking for our support to get MSCI to withdraw this proposal. This is important to every Bitcoiner. An attack on MSTR is ultimately an attack on Bitcoin. We should all get behind them"  
[X Link](https://x.com/ZynxBTC/status/1998765557097664938)  2025-12-10T14:43Z 9581 followers, 21.5K engagements


"Saylor can ATM STRD for another $XX million this week if he chooses. Watching the performance of these Preferreds in a time of significant Bitcoin underperformance has been eye opening. Have we ever seen a capital raising machine like Strategy before"  
[X Link](https://x.com/ZynxBTC/status/1998783605393215589)  2025-12-10T15:55Z 9581 followers, 3166 engagements


"Bitcoin against Gold is the key indicator. Interestingly it looks like BTC/XAU has stabilised after falling more than XX% from the all time highs in December 2024. Bitcoin needs to reach $168k just to match this high. So much upside to come for Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1998811843041567194)  2025-12-10T17:47Z 9581 followers, 2647 engagements


"I've got bad news for most Bitcoin Treasury Companies. You have to win your major local capital market or die. Remember Semler Scientific. The 2nd US PubCo to put Bitcoin on the balance sheet Faded into irrelevance and is now being acquired. The truth is there will probably only be 5-10 companies worldwide that are able to run the Saylor flywheel playbook. That means issuing equity the ATM and eventually offering Bitcoin-backed fixed income products like Preferreds. Why Because you need sufficient trading volume for the strategy to be viable. There's been 20+ UK Bitcoin Treasury announcements"  
[X Link](https://x.com/ZynxBTC/status/1980338008889929890)  2025-10-20T18:19Z 9580 followers, 12.8K engagements


"Smarter Web has all but confirmed its uplisting to the London Stock Exchange. It is also following Metaplanet's lead by allowing the company to repurchase up to XX% of shares (30mil). A General Meeting was called to green-light this proposal. "Any ordinary shares purchased under this authority would be by means of market purchases through the London Stock Exchange". Big things are coming for the UK's first and leading Bitcoin Treasury Company"  
[X Link](https://x.com/ZynxBTC/status/1988967973848051735)  2025-11-13T13:51Z 9554 followers, 16.9K engagements


"See you guys on the London Stock Exchange. "Any ordinary shares purchased under this authority would be by means of market purchases through the London Stock Exchange""  
[X Link](https://x.com/ZynxBTC/status/1988969916452753504)  2025-11-13T13:59Z 9554 followers, 10.7K engagements


"@jbmillen Right. XXXX% is pretty good. I expect it go give capital gains as trust is built in these products and fed rates come down. This is the best capitalised "junk bond" in the world"  
[X Link](https://x.com/ZynxBTC/status/1990805871782175071)  2025-11-18T15:34Z 9549 followers, XXX engagements


"If you want to see how healthy the Bitcoin network is just look at the hash rate which is the total computing power used by miners to secure the network. Bitcoin is stronger than ever before and the trend is clear as day. This is the signal. No noise. Price will soon follow"  
[X Link](https://x.com/ZynxBTC/status/1992864509862826376)  2025-11-24T07:54Z 9550 followers, 11.9K engagements


"Bitcoin is beautiful. Yesterday I posted an image showing you the total hash rate that is securing the Bitcoin Network. Today I want to show you this beautiful image of the distribution of mining pools. Bitcoin is incredible. This is true decentralisation"  
[X Link](https://x.com/ZynxBTC/status/1993283451198525581)  2025-11-25T11:39Z 9549 followers, 9167 engagements


"Metaplanet kicks off the trading day in Tokyo with a XXX% gain. mNAV is now at XXXX. The Bitcoin Treasuries need to see Bitcoin have a sustained move to the upside before they can really get going again. Metaplanet approaching X mNAV is a good sign. Great start to the day"  
[X Link](https://x.com/ZynxBTC/status/1993940463724744942)  2025-11-27T07:10Z 9567 followers, 23.4K engagements


"Metaplanet is now trading back at X mNAV. You get to buy Bitcoin + an entire company and team for free. It's too early to tell but it feels like we have finally reached the bottom for Bitcoin and the Bitcoin Treasuries. Let's hope it continues. ullish on Metaplanet"  
[X Link](https://x.com/ZynxBTC/status/1994365919326355579)  2025-11-28T11:21Z 9567 followers, 18.9K engagements


"Most of the Bitcoin Treasuries have mNAVs currently at or above X even though sentiment for Bitcoin itself is poor. Do you seriously think we won't see mNAV expansion once Bitcoin has a sustained serious move to the upside The faithful shall be rewarded. Very ullish"  
[X Link](https://x.com/ZynxBTC/status/1994375350525345834)  2025-11-28T11:58Z 9568 followers, 5456 engagements


"The Strategy Preferreds should all see substantial capital gains over the next X years. "Goldman Sachs Research also expects two 25-basis-point cuts in March and June 2026 to a terminal rate of 3-3.25%". Lower base rates = Preferreds become more attractive. Expect their effective dividend yields to drop significantly as demand grows and the market deems them less risky. The more capital gain the less effective dividend yield for new buyers. Best time to buy is now if you want high dividend yield and high capital gains. They are priced like they are B- Credit worthy but really they should be A"  
[X Link](https://x.com/ZynxBTC/status/1994404422894424480)  2025-11-28T13:54Z 9547 followers, 5584 engagements


"Oh I am loving $STRD. $STRD at $XX is still massively undervalued. With effective dividend yield at XXXXX% there is still room for STRD to trade back up to $XX. Why Risk is mispriced globally. Rate cutes are coming. There is so much opportunity trading these Preferreds"  
[X Link](https://x.com/ZynxBTC/status/1994417947054346366)  2025-11-28T14:47Z 9576 followers, 3069 engagements


"It's a good day for Metaplanet shareholders in the US. The run up back to $XX is going to be fun for $MTPLF. I wonder how many of you are still going to be on this ride to $100+ I know I will be"  
[X Link](https://x.com/ZynxBTC/status/1994433919735787601)  2025-11-28T15:51Z 9567 followers, 19.3K engagements


"The reason why $STRK is my least favourite Preferred is because I see no reason to own it personally. If I want upside exposure to $MSTR I'll just buy MSTR. If I want fixed income I'll just buy $STRD. STRD + MSTR STRK. The main argument I see for STRK is that it offers downside protection. However during periods of market fear STRD gets heavily sold off due to where it lies in the capital stack and the dividends being non-cumulative. The risk is mispriced and even Phong Lee has said in a recent interview that they would like to always pay the STRD dividend no matter what. I do not see a"  
[X Link](https://x.com/ZynxBTC/status/1994775105604395101)  2025-11-29T14:27Z 9567 followers, 31.2K engagements


"The world doesn't understand it yet but Strategy's $STRF has absolutely killed dividend investing for the next XX years at least. $SCHD pays 3.5-4% annually and has gone up XX% over the last X years. STRF will pay you X% and have far more capital gains. It will trade to $200"  
[X Link](https://x.com/ZynxBTC/status/1994808898491224410)  2025-11-29T16:41Z 9547 followers, 2197 engagements


"@GrafYves I am more than comfortable with the risk I will never own STRK most likely. other than for short-term trading purposes"  
[X Link](https://x.com/ZynxBTC/status/1994822050289229978)  2025-11-29T17:33Z 9566 followers, XXX engagements


"Every dividend investor should just sell up and buy $STRF. STRF will give you XXX% a year right now and will outperform the S&P XXX over the next X years. $SCHD gives you 3-4% a year and is up XX% over the last X years"  
[X Link](https://x.com/ZynxBTC/status/1994859579361169457)  2025-11-29T20:02Z 9567 followers, 14.3K engagements


"Bitcoin is down XXXXX% over XX months against Gold. It needs to cross $169k just to equal it's all-time high in Gold. Until then I refuse to call this a bull market. Every cycle since inception Bitcoin has more than doubled its price in Gold at a minimum usually by much more than that. The good news is that I am quite confident we will see a $200k Bitcoin by the end of 2026"  
[X Link](https://x.com/ZynxBTC/status/1994878067110486191)  2025-11-29T21:16Z 9559 followers, 11.8K engagements


"Strategy selling Bitcoin as a LAST resort is not a problem whatsoever. To shut the trolls up I wouldn't be opposed to keeping 12-24 months worth of dividends in US Treasuries. People on here spend too much time talking about the worst case scenarios like "what if Bitcoin trades at $30k for X years" or "what if mNAV trades below X for X years". Yeah no shit. If Bitcoin doesn't perform then difficult decisions will have to be made. However that's the whole point of this entire operation anyway. It's a bet that Bitcoin is going win and win big. Before Strategy sell any Bitcoin they would explore"  
[X Link](https://x.com/ZynxBTC/status/1995133259450056782)  2025-11-30T14:10Z 9567 followers, 64.5K engagements


"@henrybomby Of course but could you imagine the ponzi fud if Strategy held Metaplanet products and Metaplanet held Strategy products 😂 In theory it'd work beautifully"  
[X Link](https://x.com/ZynxBTC/status/1995150632467284008)  2025-11-30T15:19Z 9567 followers, XXX engagements


"Tether should buy Strategy's $STRC and collect a XXXX% yield instead of buying US Treasuries that will only generate less income the more the Fed cut rates. This would more than double their profits which they can then funnel into Bitcoin amplifying their gains further. Problem solved"  
[X Link](https://x.com/ZynxBTC/status/1995208661099012253)  2025-11-30T19:09Z 9550 followers, 37K engagements


"The price you pay is not necessarily the value you get. Bitcoin is stronger than ever before. Look at the real data. the operational nodes the hash rate the institutional adoption etc. Strategy just announced a move that makes them bulletproof and $MSTR is down XX% today. Metaplanet are cooking up a storm and look well setup to have a barnstorming 2026. Bullish on $MTPLF. Remember the market can remain irrational longer than you can remain solvent. Use these opportunities to add to your high conviction positions because this is where the real money is made. I'm going to bookmark this post and"  
[X Link](https://x.com/ZynxBTC/status/1995535260008816753)  2025-12-01T16:47Z 9550 followers, 6281 engagements


"The Bank of England was not seen as "safe" or "normal" in its early days. It was a radical financial experiment just like $MSTR is today. Gold-based monetary innovation to Bitcoin-based financial engineering. The parallels are uncanny. "Who Dares Wins" - The British SAS"  
[X Link](https://x.com/ZynxBTC/status/1995542879897309621)  2025-12-01T17:17Z 9568 followers, 8661 engagements


"Bitcoin is now almost XX% down from its all time high against Gold. It has been in a bear market for pretty much all of 2025. Bitcoin is down XX% over XX months against Gold and would need a XX% increase just to surpass its previous all-time high. This means Bitcoin needs to go to $170k before we can say that we are in a true bull market. Don't let USD debasement fool you"  
[X Link](https://x.com/ZynxBTC/status/1995586060210798713)  2025-12-01T20:09Z 9566 followers, 27.8K engagements


"Everyone is getting it wrong about why $MSTR is underperforming. Strategy have taken a lot of slack this year for what has been a disappointing XX months for Bitcoin price action. Many analysts in the space have been trying to come up with answers for why MSTR is underperforming but seemingly ignore the most important factor - sentiment and price momentum for Bitcoin itself. It's important to understand that whilst MSTR has had a bad year performance wise the NAV floor has risen dramatically and thus share price when mNAV = X. mNAV compression and expansion below or above X is stochastic and"  
[X Link](https://x.com/ZynxBTC/status/1995842872562553172)  2025-12-02T13:09Z 9548 followers, 114.9K engagements


"This is why you don't FOMO into positions. Everyone was selling their Strategy and Metaplanet to rotate into the Miners/AI plays. Buying IREN which just 10x'd after selling a stock that went down XX% and to X mNAV is how you lose money. Funnily enough might be a good entry now that no one is talking about it anymore"  
[X Link](https://x.com/ZynxBTC/status/1995974450358137149)  2025-12-02T21:52Z 9567 followers, 12.2K engagements


"Metaplanet kicks off the trading day in Tokyo with a modest XXXX% gain. Before we see any significant rallies from the Bitcoin Treasuries we will need to see sustained performance by Bitcoin to the upside. Always good to have a green day nevertheless no matter how small"  
[X Link](https://x.com/ZynxBTC/status/1996192886359273640)  2025-12-03T12:20Z 9569 followers, 7956 engagements


"@ChrisMMillas @MSTR_Today It's not impossible for Metaplanet etc in the right conditions. History has shown us mNAV expands and contracts. This all depends on what Bitcoin does"  
[X Link](https://x.com/ZynxBTC/status/1996193729259168168)  2025-12-03T12:24Z 9567 followers, XXX engagements


"Some thoughts on Smarter Web Currently diluted mNAV is at XXXX. A few months ago I was advocating for Smarter Web to keep a cash position. Now that Saylor and Strategy have decided to do so I am hoping this can be revisited. Metaplanet also keep a cash position as well. In both of these cases it's to pay for the dividends from the Preferreds but it also allows for operational flexibility such as share buybacks if mNAV ever falls below X. Perhaps this capital can be parked in Strategy's STRC. I am also hoping we can complete the LSE uplisting before EOY. I have a suspicion that next week could"  
[X Link](https://x.com/ZynxBTC/status/1996211751814078965)  2025-12-03T13:35Z 9567 followers, 13.1K engagements


"To be fair I think we got lost in our previous discussion a few months ago it was more about "mNAV defence" so the things we are seeing today with Metaplanet announcing share buybacks etc. When it comes to mNAV expansion and contraction in general absolutely it is stochastic and based off sentiment which is measured by Bitcoin price momentum and the mNAV itself obviously. I've settled on BTC/Gold --- MSTR for now"  
[X Link](https://x.com/ZynxBTC/status/1996226798816768210)  2025-12-03T14:35Z 9566 followers, XXX engagements


"I have come to the conclusion that there is no rational reason for a Bitcoin or $MSTR bull to ever hold $STRF over $STRD. For two key reasons: 1) Phong Lee has pretty much said they will avoid defaulting on their dividend obligations at all costs including for STRD. Let's be honest they would kill the product and the sentiment hit is really not worth it. They would rather sell Bitcoin then default. 2) The $1.44bn USD cash reserve which is almost X years worth of dividends with the plan to increase this to X years has pretty much killed most of the risk imo. Entry is important of course but"  
[X Link](https://x.com/ZynxBTC/status/1996262697395011614)  2025-12-03T16:58Z 9547 followers, 13.9K engagements


"Let's be honest there is no rational reason for anyone here to own $STRF over $STRD. Institutional/mandated capital yes but for us Absolutely not. Risk has been severely decreased after USD reserve established. Give me the higher yield thanks"  
[X Link](https://x.com/ZynxBTC/status/1996263010902413721)  2025-12-03T16:59Z 9558 followers, 18.9K engagements


"Despite Strategy's weak performance this year its NAV has risen dramatically. At a X mNAV the implied share price floor has significantly increased. I don't see many talking about this but it's super important. Even if the market isn't excited right now the intrinsic value of the company is higher than ever before. This is exactly when smart money starts accumulating. This will become clear when Bitcoin catches up to Gold and the speculators return to expand the premium to NAV once more"  
[X Link](https://x.com/ZynxBTC/status/1996588959527305599)  2025-12-04T14:34Z 9566 followers, 3247 engagements


"More lies. The $MSTR FUD is getting out of hand. On Strategy's homepage the information is there they do not have to sell Bitcoin. "BTC Years of Dividend Coverage = 74.4" "$1.44bn in USD reserve" = XX months of divs. This is very lazy reporting and you should be ashamed"  
[X Link](https://x.com/ZynxBTC/status/1996695002198523936)  2025-12-04T21:35Z 9567 followers, 20.6K engagements


"Without Preferreds they are dead in the water for the most part. After MSTR the risk drops off a cliff. After Metaplanet and potentially now Strive you're in super high risk territory. After SWC and Capital B I wouldn't even bother. I am hopeful the last X can get to 5000-10000 Bitcoin respectively to issue fixed income products but of course the risk is there. "Bitcoin Treasury Companies" are XX% useless"  
[X Link](https://x.com/ZynxBTC/status/1996954450288681066)  2025-12-05T14:46Z 9567 followers, 2936 engagements


"Max pain will be Bitcoin staying flat for all of 2026 whilst the Nasdaq has another XX% year. The level of capitulation from Bitcoiners on here will be like what we've never seen before. Bitcoin going down is fine but when other assets are performing at the same time Pain"  
[X Link](https://x.com/ZynxBTC/status/1996986719690711110)  2025-12-05T16:55Z 9567 followers, 23.8K engagements


"The XX month performance for Bitcoin/XAU is the reason why MSTR/USD has also been terrible. Bitcoin/XAU = -XXXXX% MSTR/USD = -XXXXX% The Bitcoin XX month performance in USD is deceiving at -13.57%. Bitcoin needs to start showing strength against Gold or the pain continues"  
[X Link](https://x.com/ZynxBTC/status/1997002244542062759)  2025-12-05T17:56Z 9567 followers, 3229 engagements


"Exactly X months later and I believe the time is nigh. Honestly the Smarter Web journey has been incredible when you think about it. The London Stock Exchange will be the start of its ascent to the UK's Premier Index the FTSE XXX. Humbled to be a part of this from the start"  
[X Link](https://x.com/ZynxBTC/status/1997713517080920183)  2025-12-07T17:03Z 9549 followers, 5773 engagements


""Professor of Applied Economics at John Hopkins" This post pretty much sums up why Economics degrees across the world are useless. Not because the students who do these courses aren't clever but because they are taught pseudoscience by Keynesian frauds. Imagine describing a money technology that no one can print a decentralised network no one can stop and an asset no one can debase as having "zero fundamental value". The more you talk Steve the more you expose yourself"  
[X Link](https://x.com/ZynxBTC/status/1997730661491163628)  2025-12-07T18:11Z 9568 followers, 8597 engagements


"It does amaze me that some people seem to be upset that I'm a perma Bitcoin bull. Believing Bitcoin is going to $10mil a coin but bearish on MSTR is starting to become very irrational. The more Bitcoin Strategy stack the more irrational it becomes. I mean BTC is in my name. I will never be bearish on Bitcoin long term. They will never stop printing money. I also believe the companies that are accumulating the most Bitcoin will do very well. To not do so is cognitive dissonance. Simple"  
[X Link](https://x.com/ZynxBTC/status/1997830665169957071)  2025-12-08T00:48Z 9556 followers, 6284 engagements


"Metaplanet is now trading back at X mNAV. You get to buy Bitcoin + an entire company and team for free. It's too early to tell but it feels like we have finally reached the bottom for Bitcoin and the Bitcoin Treasuries. Let's hope it continues. ullish on Metaplanet"  
[X Link](https://x.com/ZynxBTC/status/1997926500289429669)  2025-12-08T07:09Z 9581 followers, 16.3K engagements


"Saylor was able to hit the $STRD ATM for $XX million because it's the best fixed income product in the world. Effective yield is XXXX% at $XX. Fed is cutting rates this week. What an absolute bargain. XX month USD reserve and can raise capital so easily it's been completely de-risked. Riding this to $XX. THEY WILL NEVER MISS A DIVIDEND PAYMENT"  
[X Link](https://x.com/ZynxBTC/status/1998109037578379605)  2025-12-08T19:14Z 9581 followers, 9816 engagements


"The Zynx YouTube channel is comming. soon. All my Bitcoin people subscribed and turn on notifications 👀"  
[X Link](https://x.com/ZynxBTC/status/1998119141006278919)  2025-12-08T19:55Z 9577 followers, 13.6K engagements


"@Kongyiji89 Listen to his MENA talks"  
[X Link](https://x.com/ZynxBTC/status/1998405948839256246)  2025-12-09T14:54Z 9567 followers, XXX engagements


"@btc_overflow 🤝🫡"  
[X Link](https://x.com/ZynxBTC/status/1998417983836921958)  2025-12-09T15:42Z 9567 followers, XXX engagements


"@zaidq1818 The first rate cut of many coming over the next XX months :)"  
[X Link](https://x.com/ZynxBTC/status/1998418127395365186)  2025-12-09T15:43Z 9567 followers, XX engagements


"Smarter Web is currently trading at XXXX mNAV. I think the market is undervaluing the company given that the roadmap for the next XX months looks incredibly bright. There's a real possibility that Smarter Web could be included in the FTSE XXX before Strategy is included in the S&P XXX. This is because inclusion for the FTSE indices are criteria based as opposed to the political process in the US. Would be amazing if we could get a "Smarter STRC" at some point too I think demand would be high. Quietly optimistic on $SWC / $TSWCF at these price levels"  
[X Link](https://x.com/ZynxBTC/status/1996219489856143860)  2025-12-03T14:06Z 9580 followers, 5686 engagements


"Like with Strategy Smarter Web will have to build the UK market. No problem it's about education. Why would STRD or STRF be better than STRC Not sure what you mean by pegging STRC A Smarter STRC would work our yields are similar to the US market. I also expect rates to lower in the UK over the next 12-24 months"  
[X Link](https://x.com/ZynxBTC/status/1996222002365874501)  2025-12-03T14:16Z 9580 followers, XXX engagements


"Correct. The Prefs are not really for Bitcoiners. That being said I do trade them as there is fantastic opportunity to basically sit in a trade that's paying you a yield + has significant capital gains. For example I'm sitting in a $XX STRD entry which will be giving me XXXX% every quarter until I sell (which I most likely will at $95). These arb opportunities will die down eventually"  
[X Link](https://x.com/ZynxBTC/status/1996267106321535137)  2025-12-03T17:15Z 9580 followers, XXX engagements


"I'm excited to see what Twenty One do. Jack Mallers has spoken very confidently about their ambitions to catch Saylor and Strategy. I think this unlikely but if anyone has a chance it's them. Backers include: -Cantor Fitzgerald (primary bond dealer to the Fed). -SoftBank. -Tether. -Bitfinex. They are currently 606486 Bitcoin behind $MSTR. Like I said I'm not expecting them to catch Strategy but they've assembled the avengers. I also like the fact that they have established proof of reserves which I believe should be industry standard. FYI I am not an investor currently but this should be good"  
[X Link](https://x.com/ZynxBTC/status/1997680802444812457)  2025-12-07T14:53Z 9580 followers, 7716 engagements


"Every investor should read and consider this. Just X days after IPO I was pressing Smarter Web for Proof of Reserves. The share price was just XXXXX or XXX pence with only XXXX Bitcoin on the balance sheet. The company would 170x from here to XXXX in less than X weeks. Today share price is XXXX or XX pence with 2664 Bitcoin on the balance sheet. It's so easy to lose focus of the bigger picture when you follow the markets on a daily basis. Sentiment for Bitcoin and the Bitcoin Treasuries are at lows right now but have the fundamentals really changed I would argue that Strategy and Metaplanet"  
[X Link](https://x.com/ZynxBTC/status/1997722418035437827)  2025-12-07T17:38Z 9580 followers, 10.1K engagements


"It's all but confirmed that the Fed will be cutting rates next week. With the ending of QT and other tailwinds 2026 looks set to be another great year for investors. I also expect to see see exuberance for Bitcoin and Bitcoin related equities"  
[X Link](https://x.com/ZynxBTC/status/1997754363872436252)  2025-12-07T19:45Z 9581 followers, 3238 engagements


"What the actual f*** Imagine being bearish on Strategy. Just casually spending X billion dollars on Bitcoin in a single week. We are witnessing history. $MSTR will be the bank of the world"  
[X Link](https://x.com/ZynxBTC/status/1998018249326231957)  2025-12-08T13:14Z 9581 followers, 51.2K engagements


"@ichlassdesmaso No chance STRF will go to $XXX and STRD stays at $XX. Impossible"  
[X Link](https://x.com/ZynxBTC/status/1998122094652260423)  2025-12-08T20:06Z 9580 followers, XX engagements


"It's only a matter of time before Strategy take their Bitcoin into self-custody. It's probably the only thing Saylor has left to do to fully be on the Bitcoin Standard. It's better for the company it's better for Bitcoin. It will be strange for one day to have all your Bitcoin with a company 10x smaller than you in valuation. Proof of Reserves would be even better. If Twenty One and Metaplanet can do it so can Strategy. It also kills the "Paper Bitcoin" FUD"  
[X Link](https://x.com/ZynxBTC/status/1998126926326600131)  2025-12-08T20:25Z 9580 followers, 4883 engagements


"Metaplanet closed up over XX% today in Japan. It wasn't my intention to post price updates everyday but it keeps performing. This is the highest it's been since October. It really does start to feel like a corner has been turned. ullish on Metaplanet"  
[X Link](https://x.com/ZynxBTC/status/1998650897690431701)  2025-12-10T07:08Z 9581 followers, 14.1K engagements


"The Preferreds just got more attractive after the Fed cut rates. What do you think happens when they continue to cut throughout 2026 Hint - So much capital is coming to the Bitcoin network via yield-seeking capital"  
[X Link](https://x.com/ZynxBTC/status/1998844884309127321)  2025-12-10T19:58Z 9581 followers, 2334 engagements