# ![@oommenstein Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1610095033604083713.png) @oommenstein Allen

Allen posts on X about $mstr, $btc, bitcoin, $ibit the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: undefined [#](/creator/twitter::1610095033604083713/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1610095033604083713/c:line/m:interactions.svg)

- [--] Week [---] +1,873%
- [--] Month [-----] -44%
- [--] Months [-------] +2,323%
- [--] Year [-------] +5,254%

### Mentions: undefined [#](/creator/twitter::1610095033604083713/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1610095033604083713/c:line/m:posts_active.svg)

- [--] Week [--] +100%
- [--] Month [--] -40%
- [--] Months [--] +69%
- [--] Year [--] +963%

### Followers: [---] [#](/creator/twitter::1610095033604083713/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1610095033604083713/c:line/m:followers.svg)

- [--] Week [---] -1.50%
- [--] Month [---] -2.40%
- [--] Months [---] +19%
- [--] Year [---] +144%

### CreatorRank: undefined [#](/creator/twitter::1610095033604083713/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1610095033604083713/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [social networks](/list/social-networks)  [currencies](/list/currencies)  [exchanges](/list/exchanges)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$mstr](/topic/$mstr), [$btc](/topic/$btc), [bitcoin](/topic/bitcoin), [$ibit](/topic/$ibit), [$strc](/topic/$strc), [ipo](/topic/ipo), [lack of](/topic/lack-of), [mstr](/topic/mstr), [$brr](/topic/$brr), [$asst](/topic/$asst)

**Top assets mentioned**
[Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/$btc) [iShares BTC Trust (IBIT)](/topic/$ibit) [ProCap BTC (BRR)](/topic/$brr) [Asset Entities Inc. (ASST)](/topic/$asst) [Strike (STRK)](/topic/$strk) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Morgan Stanley (MS)](/topic/morgan-stanley) [Uber Technologies, Inc. (UBER)](/topic/$uber) [MP Materials Corp. (MP)](/topic/$mp) [Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP)](/topic/$cep) [UnitedHealth Group (UNH)](/topic/$unh) [Cigna Corp (CI)](/topic/$ci) [Carvana Co. (CVNA)](/topic/$cvna) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Goldman Sachs (GS)](/topic/goldman-sachs) [Hyperliquid (HYPE)](/topic/$hype) [Purr (PURR)](/topic/$purr) [Fidelity BTC Trust (FBTC)](/topic/$fbtc) [Strategy Incorporated (STRF)](/topic/$strf) [Ares Management, Corp. (ARES)](/topic/$ares) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [iShares Ethereum Trust (ETHA)](/topic/$etha) [BlackRock Inc (BLK)](/topic/blackrock) [The 99% Community (99)](/topic/$99) [SBET (SBET)](/topic/$sbet) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM)](/topic/$cccm) [Ally Financial, Inc. (ALLY)](/topic/$ally)
### Top Social Posts
Top posts by engagements in the last [--] hours

"India trip 🧵"  
[X Link](https://x.com/oommenstein/status/1779573643342971052)  2024-04-14T18:13Z [---] followers, [--] engagements


"1 - Kerala: - hot & humid - lack of proper coffee (only instant brew afk) - lot of greenery and animals; insects coming into homes - chaotic driving; just being a passenger increases my stress levels - decentralized microshops everywhere; tea sandal vegetables fish shops"  
[X Link](https://x.com/oommenstein/status/1779574788710871326)  2024-04-14T18:17Z [---] followers, [--] engagements


"2 - Kerala: - ads and shop signs everywhere - shops and building inches from the road; lack of urban planning"  
[X Link](https://x.com/oommenstein/status/1779575966203023382)  2024-04-14T18:22Z [---] followers, [--] engagements


"@Uber_India please deploy some more premium cars in tier [--] cities. Had higher expectations than Marutis having been a Uber customer in the US"  
[X Link](https://x.com/aj_oommen/status/1786377707485573258)  2024-05-03T12:50Z [---] followers, [--] engagements


"While I am all for paying employees fair wages and benefits the video comes over as entitled. On automation were not going to let that cancer come over here 🤡 Im not sure how much equity comp is a part of the equation but Id propose more of that to address their concerns about getting a share of the profits and long term automation"  
[X Link](https://x.com/aj_oommen/status/1840121934643900421)  2024-09-28T20:10Z [---] followers, [----] engagements


"@MSTR_Tracker @LizardWizardBTC #early"  
[X Link](https://x.com/aj_oommen/status/1857631564256960961)  2024-11-16T03:47Z [---] followers, [--] engagements


"@HHorsley Nice - just bought some. Great to get exposure to Galaxy easily"  
[X Link](https://x.com/aj_oommen/status/1859284244964557041)  2024-11-20T17:14Z [---] followers, [--] engagements


"@PunterJeff Agreed just bought some more shares. my options play for MSTR is mostly call spreads so the downturn isnt too sickening"  
[X Link](https://x.com/aj_oommen/status/1861495105057648901)  2024-11-26T19:39Z [---] followers, [----] engagements


"$IBIT leaps for asymmetric upside How the political theatre of the Strategic Bitcoin Reserve mirage set us up for Bitcoins fastest drawdown and why the real trade that wins next lies in regulated leverage on the most apolitically constrained commodity Position yourself soon before it's too late 👇 https://t.co/ozxPZPbSem How the political theatre of the Strategic Bitcoin Reserve mirage set us up for Bitcoins fastest drawdown and why the real trade that wins next lies in regulated leverage on the most apolitically constrained commodity Position yourself soon before it's too late 👇"  
[X Link](https://x.com/aj_oommen/status/1899949829456875808)  2025-03-12T22:25Z [---] followers, [--] engagements


"Bought another [---] shares of $MSTR after hours. Margin buffer 10%. Will adjust on sunday based on $BTC activity. audentes Fortuna iuvat"  
[X Link](https://x.com/aj_oommen/status/1900680691119001901)  2025-03-14T22:49Z [---] followers, [---] engagements


"This guy/gal is too good $BTC Told you $BTC 👀 https://t.co/al0YMTnyfG Told you $BTC 👀 https://t.co/al0YMTnyfG"  
[X Link](https://x.com/aj_oommen/status/1914372752338731271)  2025-04-21T17:36Z [---] followers, [---] engagements


"$BTC hopium from my favorite cryto twitter folks. Saylors still got $1.5B in ATM so $IBIT $MSTR for next few weeks. NFA https://x.com/crediblecrypto/status/1913778525426847988s=46 https://x.com/honey_xbt/status/1914245455111983284s=46 https://x.com/wealthmanagerrr/status/1914499648561033384s=46 It's been 3-4 months since the last post I made on LTHS (long term holder supply) in which I showed that LTH (long term holders) had been net distributing on the rise from 68k-110k $BTC. This distribution almost always occurs during impulsive PA as long term holders sell into https://t.co/NYFy0a4wGk"  
[X Link](https://x.com/aj_oommen/status/1914516413336674325)  2025-04-22T03:07Z [---] followers, [---] engagements


"If I understand correctly ATM = bigger denominator for debt ratio (more assets more market cap) = deleveraging . Also noting that IV is relatively low for $MSTR might be time for another convert I resign as I can tell your finance professor probably did also. I will be blocking and moving on now because I cannot keep banging my head against the wall. ATM is STOCK SALES WHICH IS DE-LEVERAGING. You could learn this by simply watching @saylor videos but instead I resign as I can tell your finance professor probably did also. I will be blocking and moving on now because I cannot keep banging my"  
[X Link](https://x.com/aj_oommen/status/1917343196528431467)  2025-04-29T22:20Z [---] followers, [---] engagements


"Worthwhile strategy on journey to financial freedom just takes a bit of learning and risk tolerance"  
[X Link](https://x.com/aj_oommen/status/1919847228744613974)  2025-05-06T20:10Z [---] followers, [--] engagements


"pretty sweet first distribution - kudos to @dgt10011 and Bitwise Were pleased to share the May [----] monthly distribution rates for the following Bitwise Funds Trust ETFs. The Funds inception date is April [--] [----]. Performance is shown as of May [--] [----]. The Distribution Rate shown is as of [--] p.m. ET on May [--] [----]. The Distribution Rate https://t.co/tWgMFwg5tc Were pleased to share the May [----] monthly distribution rates for the following Bitwise Funds Trust ETFs. The Funds inception date is April [--] [----]. Performance is shown as of May [--] [----]. The Distribution Rate shown is as of [--] p.m. ET on"  
[X Link](https://x.com/aj_oommen/status/1925650283293458682)  2025-05-22T20:29Z [---] followers, [--] engagements


"@btc_overflow @MoonIncHK @nakamoto listed as a Ramp and Dump and not allowing buying on Interactive Brokers"  
[X Link](https://x.com/aj_oommen/status/1925651144405045343)  2025-05-22T20:33Z [---] followers, [---] engagements


"@hillery_dan Why both $IBIT and $FBTC"  
[X Link](https://x.com/aj_oommen/status/1926388549152026899)  2025-05-24T21:23Z [---] followers, [---] engagements


"@AskRobinhood please add @MicroStrategy preferred shares for trading. $STRK CUSIP: [---------] and $STRF CUSIP: 594972879"  
[X Link](https://x.com/aj_oommen/status/1929273004732645864)  2025-06-01T20:25Z [---] followers, [--] engagements


"@WinfieldSmart $MP is a player in the US mining rare mental and manufacturing magnets"  
[X Link](https://x.com/aj_oommen/status/1929283099960975478)  2025-06-01T21:05Z [---] followers, [---] engagements


"S&P is announcing their rebalancing for indexes this Friday after close. Actual rebalancing happens the 3rd Friday of June. Sentiment favors $HOOD for inclusion which is already up 8% for the week. Other potential candidates include $ARES and $IBKR"  
[X Link](https://x.com/aj_oommen/status/1929935471880053070)  2025-06-03T16:17Z [---] followers, [---] engagements


"Self driving by @zoox delivery by humanoid robot DSP=fkd $AMZN"  
[X Link](https://x.com/aj_oommen/status/1930436002260176993)  2025-06-05T01:26Z [---] followers, [--] engagements


"@hillery_dan Just a note for folks about $STRK - the ex dividend is this Friday June 13th. Will be interesting to see what the price action is and whether there is a drop after the ex dividend date"  
[X Link](https://x.com/aj_oommen/status/1932549796994117776)  2025-06-10T21:25Z [---] followers, [---] engagements


"@Scotti_BTC @hillery_dan Maintenance margin for $STRK is 25% on IBKR. You only need $1 of cash for $4 of STRK exposure"  
[X Link](https://x.com/aj_oommen/status/1933623388687274359)  2025-06-13T20:31Z [---] followers, [--] engagements


"One of the reasons I am bullish on $MSTR and eventual inclusion in S&P is because Wall Street likes Startegy. Why Because $MSTR is constantly raising capital whether it be convertible bonds new preferreds or ATMs on the preferreds and commons. Sell side firms such as Morgan Stanley Barclays and TD are making 2% in commission on every dollar raised. That equates to about $840 million in fees on Strategys $42 billion capital plan. Additionally buy side firms have gotten good returns on $MSTR instruments (see Saylors posts on preferreds performance) While the index committee at S&P is"  
[X Link](https://x.com/aj_oommen/status/1935120858457985248)  2025-06-17T23:42Z [---] followers, [--] engagements


"@martypartymusic @smarterwebuk Is this really listed on nasdaq The ticker does not come up on Interactive Brokers or Robinhood"  
[X Link](https://x.com/aj_oommen/status/1936111062094340171)  2025-06-20T17:17Z [---] followers, [--] engagements


"Highly recommend the recent @BG2Pod w/ Coatue. Good insights on how the US could get deficits below 100% GDP if AI delivers on productivity promises growth becoming scare in public markets and us still being early in the AI growth/impact curve. Links to pod and deck below"  
[X Link](https://x.com/aj_oommen/status/1936529616413306931)  2025-06-21T21:00Z [---] followers, [--] engagements


"$MP @data168 TL/DR: since the June [--] US-China trade war ceasefire which was meant to resume exchanges of rare earths for ethane China has refused to ship almost any rare earth magnets to the US and the US has blocked unloading of ethane in China ports. We are back at square [--]. TL/DR: since the June [--] US-China trade war ceasefire which was meant to resume exchanges of rare earths for ethane China has refused to ship almost any rare earth magnets to the US and the US has blocked unloading of ethane in China ports. We are back at square 0"  
[X Link](https://x.com/aj_oommen/status/1938424032103436407)  2025-06-27T02:27Z [---] followers, [----] engagements


"I'm betting on $MSTR $3350 and $CEP Politicians showed up at @TheBitcoinConf but the real power Bitcoin Treasury companies buying billions aiming to become the Berkshire Hathaway of Bitcoin. The futures being builtbut without careful stewardship it could all go wrong. Heres how you can and must take part👇 https://t.co/PEE4AG94He Politicians showed up at @TheBitcoinConf but the real power Bitcoin Treasury companies buying billions aiming to become the Berkshire Hathaway of Bitcoin. The futures being builtbut without careful stewardship it could all go wrong. Heres how you can and must take"  
[X Link](https://x.com/aj_oommen/status/1939186063127326868)  2025-06-29T04:56Z [---] followers, [---] engagements


"@hillery_dan what made you stick with Fidelity vs moving to Interactive Brokers"  
[X Link](https://x.com/aj_oommen/status/1943031109391880537)  2025-07-09T19:34Z [---] followers, [---] engagements


"@thepfund Would you be able to share an update with the hash ribbons chart"  
[X Link](https://x.com/aj_oommen/status/1943129108247871536)  2025-07-10T02:04Z [---] followers, [--] engagements


"Playing this perspective with $ETHA call and spreads The message below still applies. If you are bullish on $BTC right now and think we are going much higher and the alt you want to buy as a higher beta play is still down 90+% from it's highs that IS your entry. No point in pinching pennies down here lest you miss getting an https://t.co/93esirfeyO The message below still applies. If you are bullish on $BTC right now and think we are going much higher and the alt you want to buy as a higher beta play is still down 90+% from it's highs that IS your entry. No point in pinching pennies down here"  
[X Link](https://x.com/aj_oommen/status/1944477447426331071)  2025-07-13T19:22Z [---] followers, [--] engagements


"Lever the fk up 🐂 obvi ETH might snap to $10K in one candle ETH might snap to $10K in one candle"  
[X Link](https://x.com/aj_oommen/status/1944532605375791172)  2025-07-13T23:01Z [---] followers, [--] engagements


"Shout out to the crypto GOATs @CredibleCrypto @honey_xbt @CryptoGodJohn"  
[X Link](https://x.com/aj_oommen/status/1946028992278188541)  2025-07-18T02:07Z [---] followers, [---] engagements


"I appreciate Professor Damodaran's take on whether companies should adopt a BTC treasury strategy. A few thoughts - Saylor has not been a "good trader" of Bitcoin. He has only ever bought* bitcoin and does so more in a DCA style constrained by the his ability to raise capital. Additionally he has said he will always buy the top. - Per BlackRock (linked below) though Bitcoin has a temporary negative reaction to global crises it tends to subsequently rally. Part of the negative reaction is attributed to it trading 24x7 and being able to settle almost instantaneously. - It would have been nice"  
[X Link](https://x.com/aj_oommen/status/1946315026702164200)  2025-07-18T21:03Z [---] followers, [--] engagements


"link to prog's video: link to blackock report: https://www.blackrock.com/us/financial-professionals/literature/whitepaper/bitcoin-a-unique-diversifier.pdf https://www.youtube.com/watchv=VzKuSqiwc3s https://www.blackrock.com/us/financial-professionals/literature/whitepaper/bitcoin-a-unique-diversifier.pdf https://www.youtube.com/watchv=VzKuSqiwc3s"  
[X Link](https://x.com/aj_oommen/status/1946315203244691858)  2025-07-18T21:04Z [---] followers, [--] engagements


"my play for the healthcare sector is long $UNH and short $CI . Currently in around -$11 cost basis"  
[X Link](https://x.com/aj_oommen/status/1947298358550257710)  2025-07-21T14:11Z [---] followers, [---] engagements


"Folks who get in on the $STRC IPO are gonna make 10%+on appreciation to par ($99-$101) and then a 9% on the dividend. I expect appreciation to take less than [--] month resulting in an annualized return for 129%+ for IPO investors in the first month (of course drops back down to 9% in later months) $MSTR Upsizes $STRC IPO 4x to $2B From $500M; Prices at $90 9% Initial Dividend 10% Effective Yield - Bloomberg https://t.co/iSsb6L8D8K $MSTR Upsizes $STRC IPO 4x to $2B From $500M; Prices at $90 9% Initial Dividend 10% Effective Yield - Bloomberg https://t.co/iSsb6L8D8K"  
[X Link](https://x.com/aj_oommen/status/1948426110045131177)  2025-07-24T16:52Z [---] followers, [---] engagements


"exciting day in the $BTC space - in kind redemptions approved for bitcoin ETFs. Institutions can now receive actual bitcoin for holdings in ETF such as $IBIT. This should increase liquidity and attract more institutions. IMO this also assuages "paper Bitcoin" concerns - $IBIT options position limit has been increased from 25k to 250k. Previously a single investor could only have 25k total contracts outstanding for IBIT (across all strikes and expirations). Again this attracts bigger investors and more ETFs to be built on top of $IBIT - Saylor bought $2.46 billion of bitcoin with the proceeds"  
[X Link](https://x.com/aj_oommen/status/1950320822628831456)  2025-07-29T22:21Z [---] followers, [--] engagements


"@Wealthmanagerrr besides $SBET and $BMNR any public equities to keep an eye during altcoin season"  
[X Link](https://x.com/aj_oommen/status/1954309720489275903)  2025-08-09T22:32Z [---] followers, [---] engagements


"@DanielJK9 @APompliano @dgt10011 you can get more info with the filings on EDGAR. I would through the main docs into chatGPT to ask it questions. I use interactive brokers to buy the warrants - got fills today at $1.36"  
[X Link](https://x.com/aj_oommen/status/1961452900569264457)  2025-08-29T15:36Z [---] followers, [--] engagements


"long $UNH short $CI went from -$27 to $53. Took profit on 50% of the position to allocate to other trades. 🫡 currently getting cooked on this with the spread now at -$27.15 but still holding. I note insider buys of +$31 million in the past few months and expected settlement with DoJ https://t.co/nj7zMTo1v5 currently getting cooked on this with the spread now at -$27.15 but still holding. I note insider buys of +$31 million in the past few months and expected settlement with DoJ https://t.co/nj7zMTo1v5"  
[X Link](https://x.com/aj_oommen/status/1966175641281397057)  2025-09-11T16:22Z [---] followers, [---] engagements


"@RobinhoodApp @vladtenev patiently waiting for $STRC to be tradable on robinhood Strategy declared cash dividends on STRC payable Oct [--] [----] and increased the STRC dividend rate by [--] bps from 10.00% to 10.25%. $STRC https://t.co/JF6xrtScwm Strategy declared cash dividends on STRC payable Oct [--] [----] and increased the STRC dividend rate by [--] bps from 10.00% to 10.25%. $STRC https://t.co/JF6xrtScwm"  
[X Link](https://x.com/aj_oommen/status/1973123416493613403)  2025-09-30T20:30Z [---] followers, [--] engagements


"Ramp marketing killing it these days. Hopefully IPO soon 😄 Hes back. October 14th. Flatiron Plaza. https://t.co/UpEYy5ROST Hes back. October 14th. Flatiron Plaza. https://t.co/UpEYy5ROST"  
[X Link](https://x.com/aj_oommen/status/1973500173876936712)  2025-10-01T21:28Z [---] followers, [----] engagements


"While @Wealthfront and @Ally are reducing rates @MicroStrategy just increased rates A look into the bitcoin powered savings product delivering 270% more yield than your savings account $STRC is preferred perpetual equity that offers variable interest currently at 10.25% preferred - owners of this equity have a claim of Strategys assets above other equity shareholders but below the senior preferred $STRF and convertible bond holders perpetual - buy this equity once and you receive monthly dividends forever. If payments are missed they accrue and will be paid out later variable - the interest"  
[X Link](https://x.com/aj_oommen/status/1974547481598783678)  2025-10-04T18:49Z [---] followers, 183K engagements


"@FreightAlley Is this because of increase in loads or because of lack of drivers"  
[X Link](https://x.com/aj_oommen/status/1977361670432309658)  2025-10-12T13:12Z [---] followers, [---] engagements


""When you use leverage to own an investment (such as a business or some real estate) youre borrowing (i.e. shorting) the abundant fiat currency and using it to buy things that have some degree of scarcity to them relative to that currency (such as decent businesses and properties)." @IIICapital Yep. The vast majority of investments are bad actually. https://t.co/0aqfH8lGfk @IIICapital Yep. The vast majority of investments are bad actually. https://t.co/0aqfH8lGfk"  
[X Link](https://x.com/aj_oommen/status/1977473899760869715)  2025-10-12T20:38Z [---] followers, [--] engagements


"Amended S4 filed 2025-10-20. Optimistic timing of de-SPAC is late December given government shutdown. Still DCAing into warrants. Will roll Nov options if there is a bid but will most likely expire worthless. $BRR $CCCM I believe warrants for $BRR offer a high risk/reward opportunity. $BRR will be a bitcoin-native permanent capital vehicle led by @APompliano and @dgt10011. Pomp is a killer entrepreneur and a great marketer. Jeff is an alchemist of the financial markets and former head of alpha I believe warrants for $BRR offer a high risk/reward opportunity. $BRR will be a bitcoin-native"  
[X Link](https://x.com/aj_oommen/status/1983124539925295231)  2025-10-28T10:51Z [---] followers, [---] engagements


"I believe warrants for $BRR offer a high risk/reward opportunity. $BRR will be a bitcoin-native permanent capital vehicle led by @APompliano and @dgt10011. Pomp is a killer entrepreneur and a great marketer. Jeff is an alchemist of the financial markets and former head of alpha @BitwiseInvest. Warrants are trading as $BRRWW / ISIN KYG2296A1177 between $1.50 to $1.60 expire June [----] exercise at $11.50 redeemable at $18. Quick maths ($18 - 11.50)/1.5 = 433% return (though I believe it will be much higher). I expect de-spacing around November. Ultimately this investment is a reflection of my"  
[X Link](https://x.com/aj_oommen/status/1954919746312315121)  2025-08-11T14:56Z [---] followers, [----] engagements


"$CVNA $ALLY One part of the Asset Back Securitization (ABS) process is an Independent Accountant's Report on Applying Agreed-Upon Procedures (AUP). This report is an independent objective check on the accuracy and integrity of the data related to the pool of underlying automobile loans or leases. However there is a lot of variance on what is checked between different ABS trusts. Essentially the trust (with the banks selling the securities) say hey accountant check for XYZ things on my loan agreements with customers. Lets see how Ally and Carvanas checks differ: [--]. Carvana has the accountant"  
[X Link](https://x.com/aj_oommen/status/1978514991147057576)  2025-10-15T17:35Z [---] followers, 37.3K engagements


"Carvana CART2025P1 AUP: Ally AART2025 AUP: tagging other folks following $CVNA @silberschmelzer @SilbergleitJr @data168 https://www.sec.gov/Archives/edgar/data/1477336/000119312525222948/d82289dex991.htm https://www.sec.gov/Archives/edgar/data/1770373/000177037325000007/carvana2025-p1ddaupxform.htm https://www.sec.gov/Archives/edgar/data/1477336/000119312525222948/d82289dex991.htm https://www.sec.gov/Archives/edgar/data/1770373/000177037325000007/carvana2025-p1ddaupxform.htm"  
[X Link](https://x.com/aj_oommen/status/1978515359297655128)  2025-10-15T17:36Z [---] followers, [---] engagements


"@MinotaurStocks ah I don't think that is the file that was provided to Deloitte for the AUP but rather the initial exhibit for asset level performance / disclosure data that is publicly filed. Also note that the XML contains data for all receivables in the pool"  
[X Link](https://x.com/aj_oommen/status/1978931657030639749)  2025-10-16T21:10Z [---] followers, [---] engagements


"Continuing to buy the dip in @Metaplanet_JP. I believe in @gerovich and @DylanLeClair_ $3350 $MTPLF"  
[X Link](https://x.com/aj_oommen/status/1978988585605853209)  2025-10-17T00:57Z [---] followers, [---] engagements


"@IndraStocks What specifically is silly about it Carvanas AUP checks are lax compared to Allys. Investors and ABS buyers deserve to the quality of product theyre buying into"  
[X Link](https://x.com/aj_oommen/status/1979393746379977090)  2025-10-18T03:46Z [---] followers, [---] engagements


"$MSTR $BTC While the latest price movement has been disappointing I am bullish on @MicroStrategy in the long term. Heres my simplistic take on mNAV and the future of the stock. mNAV measures how the market is valuing the company relative to its underlying Bitcoin holdings and business model. If the market cap of Strategy is $100 Billion and Strategy holds $100 billion in bitcoin the mNAV is [--]. So what justifies a mNAV above [--] While you could look at leverage growth rates and other factors I think about it in terms of Strategy monetizing its bitcoin holdings. I believe that in the future"  
[X Link](https://x.com/aj_oommen/status/1979721410839744644)  2025-10-19T01:29Z [---] followers, [---] engagements


"forgot to add Disclaimer: I am long $MSTR and $BTC. NFA DYOR"  
[X Link](https://x.com/aj_oommen/status/1979723660165632428)  2025-10-19T01:37Z [---] followers, [--] engagements


"juicy pump in price and volume today on $BRR warrants with the announcement of @ericjackson as board member. see my synopsis on risk/reward below I believe warrants for $BRR offer a high risk/reward opportunity. $BRR will be a bitcoin-native permanent capital vehicle led by @APompliano and @dgt10011. Pomp is a killer entrepreneur and a great marketer. Jeff is an alchemist of the financial markets and former head of alpha I believe warrants for $BRR offer a high risk/reward opportunity. $BRR will be a bitcoin-native permanent capital vehicle led by @APompliano and @dgt10011. Pomp is a killer"  
[X Link](https://x.com/aj_oommen/status/1980689880528359644)  2025-10-21T17:37Z [---] followers, [---] engagements


"$3350 $MTPLF i didnt hear no bell"  
[X Link](https://x.com/aj_oommen/status/1983828117878616366)  2025-10-30T09:27Z [---] followers, [---] engagements


"Long $MSTR short $ASST. $ASST announces the IPO of its first perpetual preferred stock $SATA with an initial 12% monthly dividend. Higher than the current $STRC rate of 10.5%. https://t.co/XN7mwnGVRe $ASST announces the IPO of its first perpetual preferred stock $SATA with an initial 12% monthly dividend. Higher than the current $STRC rate of 10.5%. https://t.co/XN7mwnGVRe"  
[X Link](https://x.com/aj_oommen/status/1985400789817254103)  2025-11-03T17:36Z [---] followers, [---] engagements


"$MSTR $ASST $482.2 million of $BTC buying coming online in the next [--] weeks via @MicroStrategy's $STRE and @strive's $SATA. Assumes Strategy raises at 92% to par and Strive raises at 90% to par"  
[X Link](https://x.com/aj_oommen/status/1986120196633866639)  2025-11-05T17:15Z [---] followers, [---] engagements


"While I expect $SATA to be a good short term trade as it climbs to par it is inherently more risky than $STRC (hence the higher yield). The spread between the yield and $BTC growth rate is less so dividend payments are more likely to be stressed in periods of sideways/negative growth in bitcoin. As a smaller company Strives access to capital markets will be less favorable than Strategys leading to a higher cost of capital. This is evident in that they are IPOing at 80% to par vs $STRC IPOing at 90% to par. It is good that they marked [--] year of dividends in reserve; given this and the markets"  
[X Link](https://x.com/aj_oommen/status/1986298666282324353)  2025-11-06T05:04Z [---] followers, [---] engagements


"Actual number is $859 million after upsizing by both @MicroStrategy and @strive. Both raised at 80% to par. $MSTR $ASST $482.2 million of $BTC buying coming online in the next [--] weeks via @MicroStrategy's $STRE and @strive's $SATA. Assumes Strategy raises at 92% to par and Strive raises at 90% to par. $MSTR $ASST $482.2 million of $BTC buying coming online in the next [--] weeks via @MicroStrategy's $STRE and @strive's $SATA. Assumes Strategy raises at 92% to par and Strive raises at 90% to par"  
[X Link](https://x.com/aj_oommen/status/1986783266285011008)  2025-11-07T13:10Z [---] followers, [--] engagements


"Down 75% peak to trough. Amazing how little being down [--] figs impacts me now compared to the significance I would have assigned it to the past. A mix of love for the game and belief that I always have what got me to the peak in the first place. As they say ride on. 🫡"  
[X Link](https://x.com/aj_oommen/status/1989097778480632085)  2025-11-13T22:27Z [---] followers, [--] engagements


"@rp103135 @RhinoBitcoin Grok is completely false on this. All preferred dividends are funded by common ATM. Strategy does not earn any interest on its bitcoin holdings. (Im a long term $MSTR holder)"  
[X Link](https://x.com/aj_oommen/status/1993494990669177132)  2025-11-26T01:40Z [---] followers, [--] engagements


"There's a lot of misinformation flying around about this. $IBIT based structured notes have been around for a while with various issuers including Goldman Sachs Morgan Stanley and JP Morgan. You can simply search EDGAR for "auto callable bitcoin" to find the filings. There was a $21 million offering priced on August 21st when BTC was $112k. WallStreet has structured notes like this for various securities including $TSLA $NVDA $MSFT. These notes are just another fee generation avenue for sell-side firms and I don't see anything nefarious about them 🚨JPMORGAN JUST ADMITTED BITCOIN WON🚨"  
[X Link](https://x.com/aj_oommen/status/1994226880262578647)  2025-11-28T02:08Z [---] followers, [---] engagements


"This is great progress to improve the credit worthiness of the preferreds. Once @MicroStrategy taps the $BTC derivates market for regular income generation it will be game set match for $MSTR. $MSTR announces the formation of a $1.44 billion USD Reserve and an increase in its BTC Reserve to [------] $BTC. https://t.co/e1tAhDUo9G $MSTR announces the formation of a $1.44 billion USD Reserve and an increase in its BTC Reserve to [------] $BTC. https://t.co/e1tAhDUo9G"  
[X Link](https://x.com/aj_oommen/status/1995488161510912439)  2025-12-01T13:40Z [---] followers, [---] engagements


"Brutal price action for $BRR on redemption day down around 40% to $6.10. Why is this happening Up until today you had the option to call your broker and redeem your shares for $10.05. You no longer have that option after 5PM EST today. So $BRR is likely trading at its "true" value post merger with ProCap. The price action indicates a few things: the merger is likely to go through there could be a high percentage of redemptions and this likely does not bode well for other $BTC related mergers such as $CEP or $CEPO (potential trade idea). Note that the more redemptions there are the less"  
[X Link](https://x.com/aj_oommen/status/1995525612509769844)  2025-12-01T16:09Z [---] followers, 19.4K engagements


"@superdaveozie @APompliano @dgt10011 Given the BTC purchase is under water no Adjustment Shares to common stock holders are given. Everything is mostly negative if there is a high redemption. Please see my last comment with Gemini for more info https://gemini.google.com/share/e2414dfad13e https://gemini.google.com/share/e2414dfad13e"  
[X Link](https://x.com/aj_oommen/status/1995559069692953045)  2025-12-01T18:22Z [---] followers, [---] engagements


"@andrewarthur14 It seems pretty unlikely to me. High redemption + low BTC price would mean this stock is underwater for a while. But the great about the markets is that everyone can express their opinion by putting money behind it :)"  
[X Link](https://x.com/aj_oommen/status/1995559853478347052)  2025-12-01T18:25Z [---] followers, [---] engagements


"@andrewarthur14 they can't really do the de-space if more than 80% redeem. you can read through my chat with Gemini for more info https://gemini.google.com/share/fa1ee813ee44 https://gemini.google.com/share/fa1ee813ee44"  
[X Link](https://x.com/aj_oommen/status/1995568132220748030)  2025-12-01T18:58Z [---] followers, [--] engagements


"now that's a candle 🥶⚡"  
[X Link](https://x.com/aj_oommen/status/1996929271495815233)  2025-12-05T13:06Z [---] followers, [--] engagements


"3. The Bearish Offset: Storage Overhang Despite the price rally physical inventories remain a headwind that could cap the upside if weather moderates. Weak Withdrawal: The market only withdrew [--] Bcf from storage (vs. 5-year avg of [--] Bcf) leaving stocks 5% above the 5-year average. Market Reaction: Typically such a bearish storage report would crash prices. The fact that prices held near $5.00 despite this weak data is a highly bullish signalit means the market is ignoring current inventory in fear of future deficits"  
[X Link](https://x.com/aj_oommen/status/1996930693016727783)  2025-12-05T13:12Z [---] followers, [--] engagements


"Notable Events today 12/17 - Fed reserve speechs - Earnings: $JBL before open $MU after close"  
[X Link](https://x.com/aj_oommen/status/2001277247135576495)  2025-12-17T13:04Z [---] followers, [--] engagements


"@vladtenev commission of $0.04 on @Kalshi vs $2.00 on @RobinhoodApp for the same prediction contract feels egregious"  
[X Link](https://x.com/aj_oommen/status/2002896169555624073)  2025-12-22T00:17Z [---] followers, [--] engagements


"@btcjvs counterpoint is that $IBIT has numerous structured notes at different price levels and dates issued by most of the major banks. A single note is unlikely to sway the markets. https://x.com/aj_oommen/status/1994226880262578647s=20 There's a lot of misinformation flying around about this. $IBIT based structured notes have been around for a while with various issuers including Goldman Sachs Morgan Stanley and JP Morgan. You can simply search EDGAR for "auto callable bitcoin" to find the filings. There was https://t.co/gaxI5eC6bS https://x.com/aj_oommen/status/1994226880262578647s=20"  
[X Link](https://x.com/aj_oommen/status/2004932656300232756)  2025-12-27T15:09Z [---] followers, [---] engagements


"I entered a call spread for Jan last week. I note that HFI provided the attached counter point to Citrinis bullish nat gas article in October. So would consider this more signal than noise"  
[X Link](https://x.com/aj_oommen/status/2005815292023238790)  2025-12-30T01:36Z [---] followers, [--] engagements


"I entered a call spread for Jan last week. I note that HFI provided the attached counter point to Citrinis bullish nat gas article in October. So would consider this HFIs latest post more signal than noise"  
[X Link](https://x.com/aj_oommen/status/2005816922424668168)  2025-12-30T01:43Z [---] followers, [---] engagements


"I'm a fan of @NYDIG 's approach of evaluating $BTC price targets based on inflows and elasticity of those inflows. A BTC price target between $125k and $150k seems reasonable for [----]. Target assumes: - inflows of $22 billion from @MicroStrategy $28 billion from ETFs and the rest of purchases/sales netting out - multiplier between 15x and 25x Link to report: https://www.nydig.com/research/pressure-testing-price-targets https://www.nydig.com/research/pressure-testing-price-targets"  
[X Link](https://x.com/aj_oommen/status/2006771308755870036)  2026-01-01T16:55Z [---] followers, [--] engagements


"On December [--] S&P Ratings reaffirmed their B- rating of @MicroStrategy ( $MSTR). They like this establishment of the USD reserve. They have concerns about the convertible debt and lack of operating cash flow generation. IMO we can expect the credit rating to increase once the convertible debt rolls off and/or Strategy created a bitcoin income business (similar to @Metaplanet source: https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101663051 https://www.spglobal.com/ratings/en/regulatory/article/-/view/sourceId/101663051"  
[X Link](https://x.com/aj_oommen/status/2006854824411689229)  2026-01-01T22:27Z [---] followers, [--] engagements


"Still seeing ads with APR at 10.75%. Pls fix @MicroStrategy @LaDoger"  
[X Link](https://x.com/aj_oommen/status/2007203211841810512)  2026-01-02T21:31Z [---] followers, [--] engagements


"I see some retail and value investors getting bulled up on $PYPL but note there have only been insider sales the past [--] months. Not inspiring . https://twitter.com/i/web/status/2008558306432893139 https://twitter.com/i/web/status/2008558306432893139"  
[X Link](https://x.com/aj_oommen/status/2008558306432893139)  2026-01-06T15:16Z [---] followers, [----] engagements


"After using @GeminiApp for about [--] months just realized what "gems" is. Super useful and disappointed at how much time I wasted in the past. I think the UI/UX has room for improvement. - Firstly "gems" is not intuitive for the what the functionality does maybe "blueprints" or "templates" would be better. Adding an "i" icon that provides description of gems on hover would be helpful (see my image) - This might just be a me thing but the initial UI shows "Labs Gems" which then goes through an Opal + an authorization flow. You have to scroll down for the standard Gems. Id move the Labs gems"  
[X Link](https://x.com/aj_oommen/status/2010735755232956843)  2026-01-12T15:28Z [---] followers, [--] engagements


"I've been a $MSTR shareholder for almost [--] years now. What's clear is that @saylor will smack the ATM to accumulate $BTC. I imagine there will be a point where the accumulation is not as aggressive but it is not now. So the question is who are the other beneficiaries of Bitcoin buying. Obviously bitcoin ( $IBIT) itself and then the other treasury and mining companies. Specifically for the next leg up I see $MARA $CLSK and $XXI having good risk to reward. Note that $STRC is now humming along and we can expect $200 million per week for BTC purchases from that alone. My plan consists for 10-20"  
[X Link](https://x.com/aj_oommen/status/2010827266381472235)  2026-01-12T21:32Z [---] followers, [--] engagements


"Saved $25 on my trip to airport via @EmpowerRide . Great alternative to @Uber and @lyft . The driver also gets paid more"  
[X Link](https://x.com/aj_oommen/status/2011833956896030790)  2026-01-15T16:12Z [---] followers, [--] engagements


"My @GeminiApp did a solid job predicting @AlexHonnold climb via deep think. I fed it todays weather Alexs and 101s wiki. 75mins predicated vs [--] mins actual. And of course I bet on it via @Polymarket . Welcome to hyperfinancialization anon"  
[X Link](https://x.com/aj_oommen/status/2015262366825406492)  2026-01-25T03:16Z [---] followers, [--] engagements


"intelligence is now compute.be creative"  
[X Link](https://x.com/aj_oommen/status/2015271847164518463)  2026-01-25T03:53Z [---] followers, [--] engagements


"Did some research on @SpaceX given the likely IPO. Last valuation was $800 billion via tender offer at $421. Chatter says target IPO valuation of $1.5 trillion raising $30 billion (87.5% valuation increase at $789 per share). Tradable financial investments to get exposure pre-IPO - $RONB ETF with 22% of holdings exposed to SpaceX. I believe they get the shares from secondaries as such it is unclear what share price they got the initial holdings at and what cost basis would look like when additionally ETF units are created. Secondary shares are trading around $455. Because of the unit"  
[X Link](https://x.com/aj_oommen/status/2015517097552437703)  2026-01-25T20:08Z [---] followers, [--] engagements


"Yes both $CEP and $CEPO are SPACs and I do own common equity for both. While they have the brand recognition with Cantor Softbank Tether I am less familiar with their leadership. I'd look at the S4s/investor presentations if making a big investment in them. $CEP: $CEPO: https://www.sec.gov/Archives/edgar/data/2027708/000121390025081868/ea025509801ex99-1_cantor1.htm http://sec.gov/Archives/edgar/data/2070394/000121390025087358/ea0247795-04.htm https://twitter.com/i/web/status/1974912313963802962 https://www.sec.gov/Archives/edgar/data/2027708/000121390025081868/ea025509801ex99-1_cantor1.htm"  
[X Link](https://x.com/aj_oommen/status/1974912313963802962)  2025-10-05T18:59Z [---] followers, [---] engagements


"expecting $HYPE and $PURR to start moving. NFA DYOR Note various dilution at $6.25 & $9.37 and relatively questionable financing facility for $PURR https://x.com/CryptoGodJohn/status/2015918834566242590s=20 https://x.com/RagingVentures/status/1996324702705668304s=20 https://x.com/WClementeIII/status/2015883597421392014s=20 https://gemini.google.com/share/5644730f1744 $HYPE It is becoming more and more obvious to me that HYPE is unicorn of this cycle and crypto https://t.co/bPFoi5vVTd https://x.com/CryptoGodJohn/status/2015918834566242590s=20"  
[X Link](https://x.com/aj_oommen/status/2016123226452062278)  2026-01-27T12:16Z [---] followers, [---] engagements


"10% for the day. A lot of investing is just consuming information and waiting for the right confluences. I bought a slither of $PURR based on Bills tweet early December saw $HYPE charts and HIP3 commentary yesterday from the crypto crowd finally reviewed the $PURR 10Q last night to validate the NAV and financing overhang and then pulled the trigger on shares during extended hours this morning. TPd 33% today and will sell the rest as we get to $6.25. expecting $HYPE and $PURR to start moving. NFA DYOR Note various dilution at $6.25 & $9.37 and relatively questionable financing facility for"  
[X Link](https://x.com/aj_oommen/status/2016267738050629829)  2026-01-27T21:51Z [---] followers, [---] engagements


"We can expect an investment cycle to make systems post-quantum (need to do more research on timing) (thinking leaps). Also note cybersecurity has tailwinds from the agents proliferation Gemini highlights the following and others as beneficiaries - $PANW - $CYBR - $CRWD - $NET Claude highlights the following and others as beneficiaries - $PANW - $NXPI - $LAES - $BTQQF gemini: claude: https://claude.ai/share/2b6a469e-c367-48c6-bef6-e4327875bffe https://gemini.google.com/share/52157e5499ef QuantumThe CISA (Cybersecurity and Infrastructure Security Agency a U.S. federal agency within the"  
[X Link](https://x.com/aj_oommen/status/2016548014475608379)  2026-01-28T16:24Z [---] followers, [---] engagements


"While sentiment is pretty negative for the crypto space I note the following glimmers of hope - we are now getting past the [--] day wash rule for anyone who did tax loss harvesting at end of [----] - market structure bill will be advanced soon providing clarity - new fed chair is pro crypto/bitcoin being advisor to @Anchorage and @BitwiseInvest - Eric Trump keeps buying bitcoin ;) https://twitter.com/i/web/status/2017429520333017352 https://twitter.com/i/web/status/2017429520333017352"  
[X Link](https://x.com/aj_oommen/status/2017429520333017352)  2026-01-31T02:47Z [---] followers, [--] engagements


"I note enhanced reflexivity with $BTC once it recovers from this downturn. Very low probability Saylor sells and ETF intakes look relatively solid (long term holders )"  
[X Link](https://x.com/aj_oommen/status/2018151991201985014)  2026-02-02T02:38Z [---] followers, [--] engagements


"did someone say capacity constraints $GOOGL $AVGO $NVDA $TSMC"  
[X Link](https://x.com/aj_oommen/status/2022345633919533476)  2026-02-13T16:22Z [---] followers, [---] engagements

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