[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.] #  @capybaraReborn Capybara Stocks There's a significant surge in interest and trading volume for Capybara Stocks, with many investors jumping on board and short sellers struggling to cover their positions. The stock has seen an enormous increase in trading volume, with nearly its entire float traded in a short period, and some predict a potential historic rally. Trading halts have been triggered due to high volatility, but investors remain optimistic about the stock's prospects. ### Engagements: XXXXXX [#](/creator/twitter::1967303384744206336/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1967303384744206336/posts_active)  - X Week XX -XX% - X Month XXX -XX% ### Followers: XXXXXX [#](/creator/twitter::1967303384744206336/followers)  - X Week XXXXXX -XXXX% - X Month XXXXXX -XXXX% ### CreatorRank: XXXXXXX [#](/creator/twitter::1967303384744206336/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #3833 [stocks](/list/stocks) #3506 [cryptocurrencies](/list/cryptocurrencies) #6697 **Social topic influence** [$ethz](/topic/$ethz) #1, [investment](/topic/investment) #816, [at a](/topic/at-a) #1624, [nav](/topic/nav) #17, [liquidity](/topic/liquidity) #205, [just a](/topic/just-a) 3.28%, [$bynd](/topic/$bynd) 3.28%, [auto loans](/topic/auto-loans) #118, [money](/topic/money) #2849, [shell](/topic/shell) #134 **Top accounts mentioned or mentioned by** [@ethzillaethz](/creator/undefined) [@ertuchinski](/creator/undefined) [@surrogatecap](/creator/undefined) [@specialsitsnews](/creator/undefined) [@manningcapital_](/creator/undefined) [@curiouswhatever](/creator/undefined) [@michael58226682](/creator/undefined) [@billgrass1](/creator/undefined) [@buldak_crypto](/creator/undefined) [@therealkamba](/creator/undefined) [@avichal](/creator/undefined) [@electriccapital](/creator/undefined) [@akin_trustingod](/creator/undefined) [@zak_faz49411](/creator/undefined) [@damianbrad24715](/creator/undefined) [@alepa96](/creator/undefined) [@dcblocher](/creator/undefined) [@fundstrat](/creator/undefined) [@bpemble](/creator/undefined) [@shaqer23](/creator/undefined) **Top assets mentioned** [ETHZilla Corp (ETHZ)](/topic/$ethz) [Beyond Meat, Inc. (BYND)](/topic/$bynd) [GameStop, Corp. (GME)](/topic/$gme) [Ethereum (ETH)](/topic/$eth) [BlackRock Inc (BLK)](/topic/blackrock) ### Top Social Posts Top posts by engagements in the last XX hours "Zoom out. Breathe. $ETHZ is currently trading at roughly the same mNAV adjusted for ETH as when I made my first investment in it. ETH/share had gone down drastically with the comp plan. We managed to get that fixed. Now its a question of time until mNAV reprices until ETH picks back up and we are able to sail back to a comfortable trading range around $20+ You shouldnt expect things to happen overnight. If youre checking the minute by minute chart youre over leveraged. Zoom out. Breathe. Keep Calm. The fundamentals for the growth of the stock are all there now just needs time to execute and" [X Link](https://x.com/capybaraReborn/status/1997099180146237684) 2025-12-06T00:22Z 27.3K followers, 6393 engagements "If theres one person who can finish connecting the dots at $ETHZ its @avichal from @ElectricCapital Really hope he can get $ETHZ to understand there is no investment that can outperform a risk-free instant XXX% return that can be done by buybacks. And that Rudsill and the Board must keep their word on what was promised to investors just a month ago and be willing to sell ETH to buyback below NAV and grow our ETH / share. That is the only rational move at this point and everyone knows this is their responsibility to shareholders. We got your back here time to get $ETHZ to finish the right" [X Link](https://x.com/capybaraReborn/status/1998506527980937622) 2025-12-09T21:34Z 27.3K followers, 6287 engagements "NAV/share now stands at 15-16$/share. $ETHZ trading at a XX% discount to NAV. The Hudson Bay convert redemption was painful it cut $5/share in NAV and is definitely not how I would have handled it but it does remove further dilution risk which on paper could have been worse. My guess is they saw they would lose the vote so they settled for that payout meaning we made the right call here to block it. The silver lining is Hudson Bay was short the stock and it needs to buyback about 2-2.5mln shares it was previously short. With no other catalysts to drop the price this should actually recover" [X Link](https://x.com/capybaraReborn/status/1998782641684762913) 2025-12-10T15:51Z 27.3K followers, 4948 engagements "$BYND joins Reddit. Finally a much needed sign it listens to retail and our concerns. Hopefully up next will be the turnaround plan at earnings" [X Link](https://x.com/capybaraReborn/status/1986344216251814259) 2025-11-06T08:05Z 27.3K followers, 47.7K engagements "In 2019 Michael Burry was pushing back against $GME directors looking to lower their comp from $280k to $140k per year. This is starting to become familiar again $ETHZ" [X Link](https://x.com/capybaraReborn/status/1994136619557806367) 2025-11-27T20:09Z 27.3K followers, 16.9K engagements "No. The wording in the PR is vague but it is what it says. 9-12% EBITDA on 100m invested. Not if someone else invests 100m and they get 9-12% as an operator (no one would pay those fees) It also signals they are going to invest 100m in auto loans. So where is that money going to come from trading below NaV" [X Link](https://x.com/capybaraReborn/status/1996568790683754652) 2025-12-04T13:14Z 27.3K followers, XXX engagements "$ETHZ shareholder vote coming up on December 16th. Heres what to know. I will be voting NO. The vote is to remove a XX% cap on the amount of shares that can be issued to one group without approval. In theory this allows the Hudson Bay note to convert into equity if we get to over $XXXXX per share. However it would also allow them to pursue any other deal where they would pay in shares without getting approval. In the Karus or Liquidity deals for example they could not issue more than XX% of shares to acquire more of these companies because of this cap. @ETHZilla_ETHZ has not shown a solid" [X Link](https://x.com/capybaraReborn/status/1998027758157414604) 2025-12-08T13:51Z 27.3K followers, 8516 engagements "@SpecialSitsNews @dcblocher @fundstrat @ETHZilla_ETHZ Hudson Bay convert cant reset until May though. And it would be fairly easy for company to buyback until NAV before that happens" [X Link](https://x.com/capybaraReborn/status/1998721724389662997) 2025-12-10T11:49Z 27.3K followers, XXX engagements "Today was already priced in. No need to panic $ETHZ. Do the math" [X Link](https://x.com/capybaraReborn/status/1998770933540991071) 2025-12-10T15:05Z 27.3K followers, 7426 engagements "This is for @ETHZilla_ETHZ management. The string of investments youve made in Liquidity IO Karus and worst of all Zippy shows you are unable or unwilling to respect your fiduciary duty. Whilst Liquidity IO was clearly overpaid but could somehow be justified Zippy is essentially a shell that cant even build out a full version of a website which youve valued on a NAV basis at over $100m. Whether this shareholder value destruction is by mistake or by design is no longer relevant. There is no other path but for you to resign effective immediately along with the board of directors. The Zippy deal" [X Link](https://x.com/capybaraReborn/status/1998788019612991876) 2025-12-10T16:12Z 27.3K followers, 11.1K engagements "Good to hear @ETHZilla_ETHZ is still listening to us and confirmed their new mNAV. Time to bring it home through buybacks now" [X Link](https://x.com/capybaraReborn/status/1996556817732907286) 2025-12-04T12:26Z 27.3K followers, 11.2K engagements "$ETHZ currently has $315mln worth of $ETH and 14.9mln shares outstanding. That is $XXXXX / share + an estimated $1/share in cash + its stakes in Liquidity and Karus AI. That means today the stock is trading at a XX% discount to NAV. If ETHZilla spends $XX million to buyback stock it buys $XX million worth of assets and adds $0.67/share in NAV. That is an instant X% return to shareholders for every $XX million spent on buybacks and an incredible opportunity for @ETHZilla_ETHZ It is clear it is the fiduciary responsibility of the company to sell $ETH to buyback stock as they would be selling" [X Link](https://x.com/capybaraReborn/status/1998501881941803388) 2025-12-09T21:15Z 27.3K followers, 10.3K engagements "The Zippy deal however is horrendous. @ETHZilla_ETHZ essentially purchased XX% in an empty shell with stock it handed over at a XX% discount to NAV fully diluted. Shareholders wont take this lying down. Immediate action will be taken. This is a clear breach of fiduciary responsibility self-dealing amongst the lighter things that can be said here" [X Link](https://x.com/capybaraReborn/status/1998784114997211197) 2025-12-10T15:57Z 27.3K followers, 5557 engagements "I think Ive figured out whats going at $ETHZ and why they are acting this way. Somewhere along the way of building their DAT @ETHZilla_ETHZ made a deal with Hudson Bay. It seems HB spotted an inexperienced finance team and got them to sign a deal where theyd be guaranteed to make money in any scenario as Ethzilla was desperate to try and catch up in the DAT race. At some point likely after they increased their convert position HB started hedging their investment by being short triggering a worst case scenario for ETHZilla which saw its mNAV disconnect. There were ways to fight back and clear" [X Link](https://x.com/capybaraReborn/status/1998921013782774178) 2025-12-11T01:01Z 27.3K followers, 14.2K engagements "Management and board have to resign after the HB debacle. These startup investments arent fooling anyone no investor signed up for that. Im ready to step in to board at least. Im sure other large shareholders will too. @ManningCapital_ @Coins @Lomashuk @bpemble @avichal (@ElectricCapital) @SurrogateCap (+Many others outside of public light) Tag any shareholder thats behind this in comments. Make sure to make your opinion known" [X Link](https://x.com/capybaraReborn/status/1998922133519630591) 2025-12-11T01:05Z 27.3K followers, 8500 engagements "1/ After last weeks volatility its important to remember $BYND is an actual business with fundamentals that support a valuation of over its current $X price" [X Link](https://x.com/capybaraReborn/status/1982758623135793205) 2025-10-27T10:37Z 27.3K followers, 44K engagements "$ETHZ CEO interview. Most important are the last 3-4 minutes of the video" [X Link](https://x.com/capybaraReborn/status/1983683866738237684) 2025-10-29T23:54Z 27.3K followers, 15.4K engagements "Meanwhile $ETHZ tokenisation business currently valued at X and the ETH on its balance sheet at a XX% discount" [X Link](https://x.com/capybaraReborn/status/1986156086601060693) 2025-11-05T19:38Z 27.3K followers, 21.9K engagements "$ETHZ whales buying and small holders selling. Crazy misprinted opportunity at the moment. Will probably take around to fully add in the $7/share growth in NAV/share over X days" [X Link](https://x.com/capybaraReborn/status/1996003233345483031) 2025-12-02T23:47Z 27.3K followers, 6944 engagements "How do we feel about this 🤔" [X Link](https://x.com/capybaraReborn/status/1996315516273656243) 2025-12-03T20:28Z 27.3K followers, 12.1K engagements "The Karus deal raises more questions than answers at the moment @ETHZilla_ETHZ 1/ Deal memo says $100mln invested in the Karus token will yield $9-12m. However that is essentially just a 9-12% APY on an investment in auto loans which is market rate or lower. I understand Karus would help filter auto loans to pick to minimize defaults but based on APY forecast the incremental effect looks marginal as opposed to market average rate. Unclear what value ETHZilla would actually get from operating this. 2/ It is unclear where the company would raise cash to invest in the Karus token as it is" [X Link](https://x.com/capybaraReborn/status/1996553642585776545) 2025-12-04T12:14Z 27.3K followers, 5568 engagements "@SurrogateCap @ETHZilla_ETHZ @bpemble Its true buying back all sellers below NAV wouldnt take that much capital" [X Link](https://x.com/capybaraReborn/status/1997431047529607228) 2025-12-06T22:20Z 27.3K followers, 1583 engagements "@ertuchinski @Cuander5 @SurrogateCap might be up your alley here" [X Link](https://x.com/capybaraReborn/status/1998525840745984005) 2025-12-09T22:51Z 27.3K followers, XXX engagements "@shaqer23 @SpecialSitsNews @dcblocher @fundstrat @ETHZilla_ETHZ A convert at this price would never happen though. Theyd just buyback themselves and set the vwap near nav As their treasury is fully liquid" [X Link](https://x.com/capybaraReborn/status/1998730515633893744) 2025-12-10T12:24Z 27.3K followers, XXX engagements "BREAKING / Compensation plan at $ETHZ has been reverted. All previously issued shares have been canceled" [X Link](https://x.com/capybaraReborn/status/1995610287060472248) 2025-12-01T21:45Z 27.3K followers, 36.9K engagements "$ETHZ look at volume. No selling at these prices. Just waiting out here. 🧘" [X Link](https://x.com/capybaraReborn/status/1996985846898049104) 2025-12-05T16:51Z 27.3K followers, 6001 engagements "mNAV multiplier even lower today than it was yesterday. @ETHZilla_ETHZ how long are you going to wait to launch buybacks Discount already nearing 55-60% here" [X Link](https://x.com/capybaraReborn/status/1998450692227264559) 2025-12-09T17:52Z 27.3K followers, 8746 engagements "NAV currently sits around $15/share. Stock at XX% discount. Short term: Hudson Bay will likely start closing out its short now it doesnt have the convert getting mNAV closer to X Longer term: Company is being fixed by shareholders. NAV could be restored higher through this" [X Link](https://x.com/capybaraReborn/status/1999047550859419665) 2025-12-11T09:24Z 27.3K followers, 5051 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@capybaraReborn Capybara Stocks
There's a significant surge in interest and trading volume for Capybara Stocks, with many investors jumping on board and short sellers struggling to cover their positions. The stock has seen an enormous increase in trading volume, with nearly its entire float traded in a short period, and some predict a potential historic rally. Trading halts have been triggered due to high volatility, but investors remain optimistic about the stock's prospects.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
Followers: XXXXXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXX -XXXX%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance #3833 stocks #3506 cryptocurrencies #6697
Social topic influence $ethz #1, investment #816, at a #1624, nav #17, liquidity #205, just a 3.28%, $bynd 3.28%, auto loans #118, money #2849, shell #134
Top accounts mentioned or mentioned by @ethzillaethz @ertuchinski @surrogatecap @specialsitsnews @manningcapital_ @curiouswhatever @michael58226682 @billgrass1 @buldak_crypto @therealkamba @avichal @electriccapital @akin_trustingod @zak_faz49411 @damianbrad24715 @alepa96 @dcblocher @fundstrat @bpemble @shaqer23
Top assets mentioned ETHZilla Corp (ETHZ) Beyond Meat, Inc. (BYND) GameStop, Corp. (GME) Ethereum (ETH) BlackRock Inc (BLK)
Top Social Posts
Top posts by engagements in the last XX hours
"Zoom out. Breathe. $ETHZ is currently trading at roughly the same mNAV adjusted for ETH as when I made my first investment in it. ETH/share had gone down drastically with the comp plan. We managed to get that fixed. Now its a question of time until mNAV reprices until ETH picks back up and we are able to sail back to a comfortable trading range around $20+ You shouldnt expect things to happen overnight. If youre checking the minute by minute chart youre over leveraged. Zoom out. Breathe. Keep Calm. The fundamentals for the growth of the stock are all there now just needs time to execute and"
X Link 2025-12-06T00:22Z 27.3K followers, 6393 engagements
"If theres one person who can finish connecting the dots at $ETHZ its @avichal from @ElectricCapital Really hope he can get $ETHZ to understand there is no investment that can outperform a risk-free instant XXX% return that can be done by buybacks. And that Rudsill and the Board must keep their word on what was promised to investors just a month ago and be willing to sell ETH to buyback below NAV and grow our ETH / share. That is the only rational move at this point and everyone knows this is their responsibility to shareholders. We got your back here time to get $ETHZ to finish the right"
X Link 2025-12-09T21:34Z 27.3K followers, 6287 engagements
"NAV/share now stands at 15-16$/share. $ETHZ trading at a XX% discount to NAV. The Hudson Bay convert redemption was painful it cut $5/share in NAV and is definitely not how I would have handled it but it does remove further dilution risk which on paper could have been worse. My guess is they saw they would lose the vote so they settled for that payout meaning we made the right call here to block it. The silver lining is Hudson Bay was short the stock and it needs to buyback about 2-2.5mln shares it was previously short. With no other catalysts to drop the price this should actually recover"
X Link 2025-12-10T15:51Z 27.3K followers, 4948 engagements
"$BYND joins Reddit. Finally a much needed sign it listens to retail and our concerns. Hopefully up next will be the turnaround plan at earnings"
X Link 2025-11-06T08:05Z 27.3K followers, 47.7K engagements
"In 2019 Michael Burry was pushing back against $GME directors looking to lower their comp from $280k to $140k per year. This is starting to become familiar again $ETHZ"
X Link 2025-11-27T20:09Z 27.3K followers, 16.9K engagements
"No. The wording in the PR is vague but it is what it says. 9-12% EBITDA on 100m invested. Not if someone else invests 100m and they get 9-12% as an operator (no one would pay those fees) It also signals they are going to invest 100m in auto loans. So where is that money going to come from trading below NaV"
X Link 2025-12-04T13:14Z 27.3K followers, XXX engagements
"$ETHZ shareholder vote coming up on December 16th. Heres what to know. I will be voting NO. The vote is to remove a XX% cap on the amount of shares that can be issued to one group without approval. In theory this allows the Hudson Bay note to convert into equity if we get to over $XXXXX per share. However it would also allow them to pursue any other deal where they would pay in shares without getting approval. In the Karus or Liquidity deals for example they could not issue more than XX% of shares to acquire more of these companies because of this cap. @ETHZilla_ETHZ has not shown a solid"
X Link 2025-12-08T13:51Z 27.3K followers, 8516 engagements
"@SpecialSitsNews @dcblocher @fundstrat @ETHZilla_ETHZ Hudson Bay convert cant reset until May though. And it would be fairly easy for company to buyback until NAV before that happens"
X Link 2025-12-10T11:49Z 27.3K followers, XXX engagements
"Today was already priced in. No need to panic $ETHZ. Do the math"
X Link 2025-12-10T15:05Z 27.3K followers, 7426 engagements
"This is for @ETHZilla_ETHZ management. The string of investments youve made in Liquidity IO Karus and worst of all Zippy shows you are unable or unwilling to respect your fiduciary duty. Whilst Liquidity IO was clearly overpaid but could somehow be justified Zippy is essentially a shell that cant even build out a full version of a website which youve valued on a NAV basis at over $100m. Whether this shareholder value destruction is by mistake or by design is no longer relevant. There is no other path but for you to resign effective immediately along with the board of directors. The Zippy deal"
X Link 2025-12-10T16:12Z 27.3K followers, 11.1K engagements
"Good to hear @ETHZilla_ETHZ is still listening to us and confirmed their new mNAV. Time to bring it home through buybacks now"
X Link 2025-12-04T12:26Z 27.3K followers, 11.2K engagements
"$ETHZ currently has $315mln worth of $ETH and 14.9mln shares outstanding. That is $XXXXX / share + an estimated $1/share in cash + its stakes in Liquidity and Karus AI. That means today the stock is trading at a XX% discount to NAV. If ETHZilla spends $XX million to buyback stock it buys $XX million worth of assets and adds $0.67/share in NAV. That is an instant X% return to shareholders for every $XX million spent on buybacks and an incredible opportunity for @ETHZilla_ETHZ It is clear it is the fiduciary responsibility of the company to sell $ETH to buyback stock as they would be selling"
X Link 2025-12-09T21:15Z 27.3K followers, 10.3K engagements
"The Zippy deal however is horrendous. @ETHZilla_ETHZ essentially purchased XX% in an empty shell with stock it handed over at a XX% discount to NAV fully diluted. Shareholders wont take this lying down. Immediate action will be taken. This is a clear breach of fiduciary responsibility self-dealing amongst the lighter things that can be said here"
X Link 2025-12-10T15:57Z 27.3K followers, 5557 engagements
"I think Ive figured out whats going at $ETHZ and why they are acting this way. Somewhere along the way of building their DAT @ETHZilla_ETHZ made a deal with Hudson Bay. It seems HB spotted an inexperienced finance team and got them to sign a deal where theyd be guaranteed to make money in any scenario as Ethzilla was desperate to try and catch up in the DAT race. At some point likely after they increased their convert position HB started hedging their investment by being short triggering a worst case scenario for ETHZilla which saw its mNAV disconnect. There were ways to fight back and clear"
X Link 2025-12-11T01:01Z 27.3K followers, 14.2K engagements
"Management and board have to resign after the HB debacle. These startup investments arent fooling anyone no investor signed up for that. Im ready to step in to board at least. Im sure other large shareholders will too. @ManningCapital_ @Coins @Lomashuk @bpemble @avichal (@ElectricCapital) @SurrogateCap (+Many others outside of public light) Tag any shareholder thats behind this in comments. Make sure to make your opinion known"
X Link 2025-12-11T01:05Z 27.3K followers, 8500 engagements
"1/ After last weeks volatility its important to remember $BYND is an actual business with fundamentals that support a valuation of over its current $X price"
X Link 2025-10-27T10:37Z 27.3K followers, 44K engagements
"$ETHZ CEO interview. Most important are the last 3-4 minutes of the video"
X Link 2025-10-29T23:54Z 27.3K followers, 15.4K engagements
"Meanwhile $ETHZ tokenisation business currently valued at X and the ETH on its balance sheet at a XX% discount"
X Link 2025-11-05T19:38Z 27.3K followers, 21.9K engagements
"$ETHZ whales buying and small holders selling. Crazy misprinted opportunity at the moment. Will probably take around to fully add in the $7/share growth in NAV/share over X days"
X Link 2025-12-02T23:47Z 27.3K followers, 6944 engagements
"How do we feel about this 🤔"
X Link 2025-12-03T20:28Z 27.3K followers, 12.1K engagements
"The Karus deal raises more questions than answers at the moment @ETHZilla_ETHZ 1/ Deal memo says $100mln invested in the Karus token will yield $9-12m. However that is essentially just a 9-12% APY on an investment in auto loans which is market rate or lower. I understand Karus would help filter auto loans to pick to minimize defaults but based on APY forecast the incremental effect looks marginal as opposed to market average rate. Unclear what value ETHZilla would actually get from operating this. 2/ It is unclear where the company would raise cash to invest in the Karus token as it is"
X Link 2025-12-04T12:14Z 27.3K followers, 5568 engagements
"@SurrogateCap @ETHZilla_ETHZ @bpemble Its true buying back all sellers below NAV wouldnt take that much capital"
X Link 2025-12-06T22:20Z 27.3K followers, 1583 engagements
"@ertuchinski @Cuander5 @SurrogateCap might be up your alley here"
X Link 2025-12-09T22:51Z 27.3K followers, XXX engagements
"@shaqer23 @SpecialSitsNews @dcblocher @fundstrat @ETHZilla_ETHZ A convert at this price would never happen though. Theyd just buyback themselves and set the vwap near nav As their treasury is fully liquid"
X Link 2025-12-10T12:24Z 27.3K followers, XXX engagements
"BREAKING / Compensation plan at $ETHZ has been reverted. All previously issued shares have been canceled"
X Link 2025-12-01T21:45Z 27.3K followers, 36.9K engagements
"$ETHZ look at volume. No selling at these prices. Just waiting out here. 🧘"
X Link 2025-12-05T16:51Z 27.3K followers, 6001 engagements
"mNAV multiplier even lower today than it was yesterday. @ETHZilla_ETHZ how long are you going to wait to launch buybacks Discount already nearing 55-60% here"
X Link 2025-12-09T17:52Z 27.3K followers, 8746 engagements
"NAV currently sits around $15/share. Stock at XX% discount. Short term: Hudson Bay will likely start closing out its short now it doesnt have the convert getting mNAV closer to X Longer term: Company is being fixed by shareholders. NAV could be restored higher through this"
X Link 2025-12-11T09:24Z 27.3K followers, 5051 engagements