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# ![@klos Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::6027392.png) @klos klos

klos posts on X about bitcoin, inflation, $mstr, $googl the most. They currently have XXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::6027392/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::6027392/c:line/m:interactions.svg)

- X Week XXXXXXX +468%
- X Month XXXXXXX +852%
- X Months XXXXXXX +375%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::6027392/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::6027392/c:line/m:posts_active.svg)

- X Week XXX +86%
- X Month XXX +136%
- X Months XXX +625%
- X Year XXX +424%

### Followers: XXX [#](/creator/twitter::6027392/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::6027392/c:line/m:followers.svg)

- X Week XXX +6.50%
- X Month XXX +9.40%
- X Months XXX -XX%
- X Year XXX -XX%

### CreatorRank: XXXXXXX [#](/creator/twitter::6027392/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::6027392/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::6027392/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #2539 [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [stocks](/list/stocks)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[bitcoin](/topic/bitcoin) #1073, [inflation](/topic/inflation) #1338, [$mstr](/topic/$mstr) #129, [$googl](/topic/$googl) 1.29%, [the only](/topic/the-only) 1.29%, [prediction](/topic/prediction) 0.86%, [fed](/topic/fed) 0.86%, [sentiment](/topic/sentiment) 0.86%, [bitcoins](/topic/bitcoins) #188, [$uber](/topic/$uber) #645

**Top accounts mentioned or mentioned by**
[@cryptopia13](/creator/undefined) [@bumlebi](/creator/undefined) [@grok](/creator/undefined) [@thezyg888](/creator/undefined) [@peterlbrandt](/creator/undefined) [@yevkurtov](/creator/undefined) [@hardwurkindaddy](/creator/undefined) [@peterschiff](/creator/undefined) [@adobe](/creator/undefined) [@afoxdesign](/creator/undefined) [@santorosystems](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@cointelegraph](/creator/undefined) [@elonmusk](/creator/undefined) [@zbynekdrab](/creator/undefined) [@mrwhosetheboss](/creator/undefined) [@rvg00](/creator/undefined) [@jamaartun](/creator/undefined) [@cryptoquantcom](/creator/undefined) [@bryanjohnson](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Constellation Energy Corp (CEG)](/topic/$ceg) [Vistra, Corp. (VST)](/topic/$vst) [TRUF.Network (TRUF)](/topic/$truf) [HILO (HILO)](/topic/$hilo) [USDC (USDC)](/topic/usdc) [Ethereum (ETH)](/topic/ethereum) [Litecoin (LTC)](/topic/litecoin) [Vixco (VIX)](/topic/$vix) [MP Materials Corp. (MP)](/topic/$mp) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts [#](/creator/twitter::6027392/posts)
---
Top posts by engagements in the last XX hours

"@PeterSchiff Both gold and Bitcoin are screaming "currency debasement." When they rally together it's not about which wins but confirmation the dollar is losing"  
[X Link](https://x.com/klos/status/1977707212085571843) [@klos](/creator/x/klos) 2025-10-13T12:05Z XXX followers, 3615 engagements


"Bitcoin is an exit from the global carry trade"  
[X Link](https://x.com/klos/status/1979095066070389212) [@klos](/creator/x/klos) 2025-10-17T08:00Z XXX followers, XXX engagements


"I wanted to build something similar to @truflation so it's an interesting project but why do they need a token Ironically prices in $TRUF inflated far more than any fiat currency making the project a joke. Easily predictable for anyone who studies how inflation works"  
[X Link](https://x.com/klos/status/1962561599904125423) [@klos](/creator/x/klos) 2025-09-01T17:02Z XXX followers, XXX engagements


"@evan_van_ness If you admit that "selfish mining" doesn't happen big time on Bitcoin think about it: Why If a big pool could do it why the don't"  
[X Link](https://x.com/klos/status/1978340052104077507) [@klos](/creator/x/klos) 2025-10-15T05:59Z XXX followers, XX engagements


"@gregisenberg The ChatGPT recommendation is the new "TechCrunch feature" - except it's algorithmic and scales infinitely"  
[X Link](https://x.com/klos/status/1978477169853759887) [@klos](/creator/x/klos) 2025-10-15T15:04Z XXX followers, 1655 engagements


"@gdkairos If $HILO becomes the reserve asset across prediction markets (like USDC for stables) the L3 structure makes sense. Execution risk is everything here"  
[X Link](https://x.com/klos/status/1978537628354896001) [@klos](/creator/x/klos) 2025-10-15T19:05Z XXX followers, XXX engagements


"@StockSavvyShay 🚨 I'm watching the Oct XX earnings closely: - If AWS maintains XX% growth and Amazon's overall operating margin holds above XX% the current P/E of XX looks attractive given the AI infrastructure buildout underway"  
[X Link](https://x.com/klos/status/1977367214941430072) [@klos](/creator/x/klos) 2025-10-12T13:34Z XXX followers, 11.4K engagements


"@unusual_whales Inflation falling from #1 worry (63% 56%) while unemployment stays low is textbook soft landing psychology. If concern drops below XX% history says that's when the Fed pivots too late. The last mile from XX% to normalized sentiment is always the trickiest"  
[X Link](https://x.com/klos/status/1978477821736411498) [@klos](/creator/x/klos) 2025-10-15T15:07Z XXX followers, XXX engagements


"@Cointelegraph Debt/GDP hit XXX% in 1948 post-WWII then inflated away over decades. Today's difference: aging demographics + entitlements = structural deficits that compound faster. When every major economy is racing to debase simultaneously BTC's 21M cap matters"  
[X Link](https://x.com/klos/status/1978483125538660675) [@klos](/creator/x/klos) 2025-10-15T15:28Z XXX followers, XXX engagements


"@Liquid_BTC @blksresearch I cannot wait for the first Bitcoin DeFi projects leveraging Simplicity. Being able to mathematically prove your vault logic is correct is huge for custody security"  
[X Link](https://x.com/klos/status/1978523957776015562) [@klos](/creator/x/klos) 2025-10-15T18:10Z XXX followers, XXX engagements


"@LukeGromen The Cayman hedge fund bid explains why USTs haven't collapsed despite massive Fed QT and record deficits. But if yields rose *with* this buying imagine what happens when these levered positions unwind"  
[X Link](https://x.com/klos/status/1978527391178793150) [@klos](/creator/x/klos) 2025-10-15T18:24Z XXX followers, XXX engagements


"@NTmoney Polymarket stuck to prediction markets when nobody cared survived multiple bear markets and now sits at the center of the information economy. They didn't make what people wanted. They made people want what they built"  
[X Link](https://x.com/klos/status/1978528742629638190) [@klos](/creator/x/klos) 2025-10-15T18:29Z XXX followers, XXX engagements


"@PeterLBrandt Interesting. I was always skeptical despite really wanting it to work. Now the World Gold Council has proposed rolling out tokens backed by physical bars. Would you say Paxos provides that level of trust"  
[X Link](https://x.com/klos/status/1978538993147842783) [@klos](/creator/x/klos) 2025-10-15T19:10Z XXX followers, 1815 engagements


"@_jonasschnelli_ The spam debate is really about whether Bitcoin's censorship resistance includes transactions you don't like. History shows systems that prioritize "good use" over permissionlessness fail"  
[X Link](https://x.com/klos/status/1978578694827319765) [@klos](/creator/x/klos) 2025-10-15T21:48Z XXX followers, 2352 engagements


"@TedPillows As Layer X take over the business Ethereum as an asset is struggling. It will continue. Ethereum is like TCP/IP - underpins everything but slowly becomes a thing nobody talks about"  
[X Link](https://x.com/klos/status/1978734968198037934) [@klos](/creator/x/klos) 2025-10-16T08:09Z XXX followers, XXX engagements


"@Route2FI LBTC is the DeFi primitive we've been waiting for. Bitcoin let stablecoins run the show for too long. If they nail execution this could unlock a trillion dollar lending market"  
[X Link](https://x.com/klos/status/1978768672802906218) [@klos](/creator/x/klos) 2025-10-16T10:23Z XXX followers, XXX engagements


"@BitcoinMagazine I still don't get why do we need so many Bitcoin ETFs Especially those that do the same but with higher expense ratio"  
[X Link](https://x.com/klos/status/1978782093728477256) [@klos](/creator/x/klos) 2025-10-16T11:16Z XXX followers, 1267 engagements


"Extremes stretch the scale so something that previously was 'extreme' can now be moderate and completely acceptable. Thanks to shitcoins Bitcoin can be a conservative asset"  
[X Link](https://x.com/klos/status/1978822505692582358) [@klos](/creator/x/klos) 2025-10-16T13:57Z XXX followers, XXX engagements


"@amitisinvesting $MSTR mNAV is now XXXX so 5X ETF is 7.15x leveraged Bitcoin with extra steps"  
[X Link](https://x.com/klos/status/1978851326717989114) [@klos](/creator/x/klos) 2025-10-16T15:51Z XXX followers, 3079 engagements


"@The_Real_Fly Good. ChatGPT is smart"  
[X Link](https://x.com/klos/status/1979016160835162568) [@klos](/creator/x/klos) 2025-10-17T02:46Z XXX followers, XX engagements


"@MartyBent Gold rallies when governments panic. Bitcoin rallies when people learn. One is reactionary the other is evolutionary"  
[X Link](https://x.com/klos/status/1979017582536528207) [@klos](/creator/x/klos) 2025-10-17T02:52Z XXX followers, XXX engagements


"@l3olanza The taxi driver indicator hits differently when your Uber driver right after investment recommendation is telling you about his cousin who cannot find a job because ChatGPT took it"  
[X Link](https://x.com/klos/status/1979018032107122863) [@klos](/creator/x/klos) 2025-10-17T02:54Z XXX followers, XXX engagements


"@JA_Maartun @cryptoquant_com This is what buying wrapped leveraged Bitcoin means. mNAV is your leverage. Now it's still 1.42x. Buy $MSTR when mNAV is below 1.0x"  
[X Link](https://x.com/klos/status/1979028030224764951) [@klos](/creator/x/klos) 2025-10-17T03:33Z XXX followers, XXX engagements


"@litecoin Litecoin is the OG memecoin"  
[X Link](https://x.com/klos/status/1979028333569454199) [@klos](/creator/x/klos) 2025-10-17T03:34Z XXX followers, XXX engagements


"@01kCoreBTC @pete_rizzo_ Because he didn't create Bitcoin to get rich"  
[X Link](https://x.com/klos/status/1979028958239728034) [@klos](/creator/x/klos) 2025-10-17T03:37Z XXX followers, XX engagements


"@simpleinvest01 Anthropic hedging compute dependencies across AWS Trainium + Google TPUs looks like diversification but in reality it's probably closer to: "we'll buy from anyone who can deliver.""  
[X Link](https://x.com/klos/status/1979039086699508074) [@klos](/creator/x/klos) 2025-10-17T04:17Z XXX followers, XX engagements


"@stephanlivera Their bet is an average CAGR of XX% for the next decade. Only a few months ago Michael Saylor was predicting XX% in the next XX years. Maybe it still works but it's a "maybe.""  
[X Link](https://x.com/klos/status/1979046376672502143) [@klos](/creator/x/klos) 2025-10-17T04:46Z XXX followers, XXX engagements


"@micah_erfan Turns out the biggest national security threat was compounding interest"  
[X Link](https://x.com/klos/status/1979051073672274112) [@klos](/creator/x/klos) 2025-10-17T05:05Z XXX followers, XXX engagements


"@Cointelegraph "Uptober" works until it doesn't. Same with "sell in May." Markets reward the pattern until crowding kills it"  
[X Link](https://x.com/klos/status/1979073362056851691) [@klos](/creator/x/klos) 2025-10-17T06:33Z XXX followers, 1504 engagements


"@iamDCinvestor Watch capex-to-visible-utility ratios: If TSMC/NVDA revenue explodes while ChatGPT stagnates someone's building something we're not seeing yet"  
[X Link](https://x.com/klos/status/1979074778150404162) [@klos](/creator/x/klos) 2025-10-17T06:39Z XXX followers, XXX engagements


"@KarolCodes That's X years before chatGPT. Now you're an OG"  
[X Link](https://x.com/klos/status/1979076284173963758) [@klos](/creator/x/klos) 2025-10-17T06:45Z XXX followers, XX engagements


"@great_martis What is "Dog (Bitcoin)" - where did you find this s*** That was never a "future of banking.""  
[X Link](https://x.com/klos/status/1979077018386944472) [@klos](/creator/x/klos) 2025-10-17T06:48Z XXX followers, XXX engagements


"@robin_j_brooks Strong case for better coordination. A live database tracking sanctioned vessels would boost enforcement transparency. With XXX sanctioned tankers still operating improving data access could help"  
[X Link](https://x.com/klos/status/1979123793068011709) [@klos](/creator/x/klos) 2025-10-17T09:54Z XXX followers, XX engagements


"@TedPillows $VIX at XX surely is a warning. Regional bank stress + credit spreads widening = liquidity tightening. History says VOL spikes above XX precede either capitulation rallies or real breakdowns. Next X weeks tell us which path we're on"  
[X Link](https://x.com/klos/status/1979124545291247735) [@klos](/creator/x/klos) 2025-10-17T09:57Z XXX followers, XX engagements


"@ochatogreentea Many people buy treasury companies because they cannot buy Bitcoin but if you can the only reason I see to buy treasury company is if mNAV is below XXX. If mNAV is XXX you pay 0.9BTC for 1BTC. It happend for Microstrategy before and it was great moment to buy"  
[X Link](https://x.com/klos/status/1979400520185057768) [@klos](/creator/x/klos) 2025-10-18T04:13Z XXX followers, XX engagements


"@ochatogreentea Exactly with all those mechanisms it's getting more complicated. Personally I don't like adding that much risk to Bitcoin. Bitcoin is already volatile and gives great returns"  
[X Link](https://x.com/klos/status/1979402406908826074) [@klos](/creator/x/klos) 2025-10-18T04:21Z XXX followers, XX engagements


"@TedPillows It's a different market for many years to come. Gold is not going away. It's complementary to Bitcoin"  
[X Link](https://x.com/klos/status/1979120230967243124) [@klos](/creator/x/klos) 2025-10-17T09:40Z XXX followers, XXX engagements


"@UKHarvey @BritishHodl Because those companies have more to offer than assets they hold. If you build the whole business around your NAV the mNAV becomes the key metric"  
[X Link](https://x.com/klos/status/1979284220918010055) [@klos](/creator/x/klos) 2025-10-17T20:31Z XXX followers, XX engagements


"@AlenaSatoshi Who remember that Bulgaria seized 213k Bitcoin in late 2017 Today it would be 19.6B Euro"  
[X Link](https://x.com/klos/status/1979454966936015103) [@klos](/creator/x/klos) 2025-10-18T07:50Z XXX followers, XX engagements


"@dampedspring It was a great pod and I completely agree with the sentiment about treasury companies. I understand why wrappers on Bitcoin exist but an mNAV of XXX or lower is just common sense. As a night-sky lover I was distracted by the telescope in the background though"  
[X Link](https://x.com/klos/status/1978921630559514696) [@klos](/creator/x/klos) 2025-10-16T20:30Z XXX followers, 3977 engagements


"@RSSagent_ @gerovich Fair enough but that validates it ONLY for Metaplanet. Why investors should add this completely unnecessary risk to their Bitcoin"  
[X Link](https://x.com/klos/status/1979123047199113405) [@klos](/creator/x/klos) 2025-10-17T09:51Z XXX followers, XXX engagements


"@unusual_whales You don't see it when you have a job. You start seeing it when you look for a job"  
[X Link](https://x.com/klos/status/1978569688138289352) [@klos](/creator/x/klos) 2025-10-15T21:12Z XXX followers, 11.2K engagements


"@zerohedge Greenland's deposits are rich in heavy rare earths (dysprosium terbium) vital for EVs/wind turbines. China controls 85%+ of global processing with near-monopoly on heavy REEs. Kvanefjeld contains 11M tonnes of rare earth oxides in 1B tonnes of ore - among world's largest"  
[X Link](https://x.com/klos/status/1978689983545217131) [@klos](/creator/x/klos) 2025-10-16T05:10Z XXX followers, 2196 engagements


"@ZssBecker The taxi driver indicator hits differently when your Uber driver is explaining why $MSTR is going to $5000 while simultaneously telling you about his cousin who cannot find a job because ChatGPT took it"  
[X Link](https://x.com/klos/status/1978850169782149291) [@klos](/creator/x/klos) 2025-10-16T15:47Z XXX followers, 8473 engagements


"@KobeissiLetter Moral hazard is now baked in - risk isnt punished its socialized. Depositors feel insured and execs keep leverage high. The system learned that failure gets a bailout"  
[X Link](https://x.com/klos/status/1978906567513698612) [@klos](/creator/x/klos) 2025-10-16T19:31Z XXX followers, 8805 engagements


"@zerohedge When you apply modern portfolio theory to this chart the optimal portfolio is XX% gold and XX% stocks - the lowest vol with very little growth sacrifice. Not the "60/40" we were advised to follow"  
[X Link](https://x.com/klos/status/1979031941987946838) [@klos](/creator/x/klos) 2025-10-17T03:49Z XXX followers, 1697 engagements


"@dampedspring @gerovich It's a bet on XX% CAGR for the next decade. Ok it's not completely off the table but I don't know why investors should be interested in adding that risk to their Bitcoin"  
[X Link](https://x.com/klos/status/1979116483071316282) [@klos](/creator/x/klos) 2025-10-17T09:25Z XXX followers, XXX engagements


"@IIICapital That leads to the conclusion that any mNAV above X is big NO. You can just buy Bitcoin. Only when mNAV is below X the incentives are there"  
[X Link](https://x.com/klos/status/1979291334222733336) [@klos](/creator/x/klos) 2025-10-17T21:00Z XXX followers, XXX engagements


"@_Checkmatey_ Classic late-cycle behavior: - altcoins pump - profits rotate to exchanges - then either cash out or rotate to BTC"  
[X Link](https://x.com/klos/status/1979291742143967706) [@klos](/creator/x/klos) 2025-10-17T21:01Z XXX followers, XXX engagements


"@Princey21M @heavilyarmedc @mrcoolbp Technology takes more and more of the heavy lifting. This is not necessary bad as long as the standard of living is raising. The challenge with measuring inflation is that the "basket"is changing: now it's essential to have a smartphone but it didn't exist in '70 etc"  
[X Link](https://x.com/klos/status/1979456045031526642) [@klos](/creator/x/klos) 2025-10-18T07:54Z XXX followers, XX engagements


"@Cointelegraph $1.4B combined outflow. ETF flows often lag sentimentthis reflects last week's drop from $118K to $105K. If outflows stop while BTC holds above $100K support it confirms sellers exhausted"  
[X Link](https://x.com/klos/status/1979460090639065378) [@klos](/creator/x/klos) 2025-10-18T08:10Z XXX followers, XXX engagements


"@Route2FI STBL using Wormhole NTT for native cross-chain stablecoin is solving the liquidity fragmentation problem that's plagued DeFi. Modular design (stability/yield/governance split) is elegantremoves trade-offs that killed prior attempts"  
[X Link](https://x.com/klos/status/1979521429688508642) [@klos](/creator/x/klos) 2025-10-18T12:14Z XXX followers, XXX engagements


"@StockSavvyShay The constraint-reveal sequence is the key insight most miss. One addition: between Power and Cooling watch for rare earth/materials bottlenecks (2026-2028) - $MP $LAC. You can't scale advanced cooling or magnets without securing the supply chain"  
[X Link](https://x.com/klos/status/1979539247808831638) [@klos](/creator/x/klos) 2025-10-18T13:25Z XXX followers, 2783 engagements


"@robin_j_brooks Small banks did contract meaningfully after SVB. But 2025's purple line shows stabilization not continued crisis - just regression to mean. Large banks are normalizing which suggests this is sector-wide recalibration not small bank distress"  
[X Link](https://x.com/klos/status/1979595473376755810) [@klos](/creator/x/klos) 2025-10-18T17:08Z XXX followers, XXX engagements


"@nic__carter The 1933 playbook assumes Bitcoin is a centralized storage like gold and physical seizure is possible. Expropriation requires quantum computing that doesn't exist yet. The real risk isn't confiscation but a regulatory strangulation of on-ramps"  
[X Link](https://x.com/klos/status/1979596374829093179) [@klos](/creator/x/klos) 2025-10-18T17:12Z XXX followers, XXX engagements


"@TheFlowHorse Griffin's right that GenAI won't find alpha but wrong about who wins: Retail/protail don't need alpha - they need efficiency. AI cuts research time XX% democratizes tools that cost Citadel millions"  
[X Link](https://x.com/klos/status/1979609519765307641) [@klos](/creator/x/klos) 2025-10-18T18:04Z XXX followers, XX engagements


"@gerovich The catch is that it works if Bitcoin actually compounds at 30%/year for a decade. It's essentially a levered bet on Bitcoin's long-term CAGR. If CAGR is below XX% preferred shareholders get paid first and commons get crushed. A while ago Michael Saylor expected 25%"  
[X Link](https://x.com/klos/status/1979045426985599282) [@klos](/creator/x/klos) 2025-10-17T04:42Z XXX followers, 10.9K engagements


"@VirtualBacon0x Wait80% of traders died today 💀"  
[X Link](https://x.com/klos/status/1979234783751266453) [@klos](/creator/x/klos) 2025-10-17T17:15Z XXX followers, 2045 engagements


"@amitisinvesting Powell signals end of QT. OpenAI/Broadcom 10GW deal. Gold at ATH while stocks recover. BTC/ETH bouncing Macro is shifting gears"  
[X Link](https://x.com/klos/status/1979281095544967358) [@klos](/creator/x/klos) 2025-10-17T20:19Z XXX followers, XXX engagements


"@thlbr Poor countries prioritize security. Rich ones self-expression. The outliers matter most: Taiwan/Japan (high both) are innovation hubs. US/Australia lag peers on tradition = culture war intensity"  
[X Link](https://x.com/klos/status/1979288526056493503) [@klos](/creator/x/klos) 2025-10-17T20:48Z XXX followers, XX engagements


"@DeItaone US: Enforced that stablecoins must be backed by US assets. The private market provided a "digital dollar" at no cost already dollarizing emerging markets. EU: Spent over 1B on the "digital Euro." Nobody knows on what because allegedly it should arrive in 2028"  
[X Link](https://x.com/klos/status/1979649349010571603) [@klos](/creator/x/klos) 2025-10-18T20:42Z XXX followers, XXX engagements


"@naval Bitcoin is insurrance against Zcash"  
[X Link](https://x.com/klos/status/1973264129457807810) [@klos](/creator/x/klos) 2025-10-01T05:50Z XXX followers, 27.2K engagements


"@StockSavvyShay If $MSFT $AMZN or $GOOGL announce additional nuclear PPAs watch: - Constellation Energy $CEG - Vistra $VST Both jumped 20%+ on prior deals. These nuclear operators benefit directly from hyperscaler power demand"  
[X Link](https://x.com/klos/status/1977380142428135638) [@klos](/creator/x/klos) 2025-10-12T14:25Z XXX followers, 1789 engagements


"If $MSFT $AMZN or $GOOGL announce additional nuclear PPAs watch: - Constellation Energy $CEG - Vistra $VST They jumped 22%+ and 38.8%+ on prior deals. These nuclear operators benefit directly from hyperscaler power demand"  
[X Link](https://x.com/klos/status/1977456182743978152) [@klos](/creator/x/klos) 2025-10-12T19:27Z XXX followers, XXX engagements


"@CryptoHayes Back in my day -XX% was a discount not -2.9%. Who's here a pre-Saylor Bitcoin pilgrim"  
[X Link](https://x.com/klos/status/1979180175901295094) [@klos](/creator/x/klos) 2025-10-17T13:38Z XXX followers, 5974 engagements


"@BritishHodl To this day I don't understand why to buy $MSTR if you can simply buy Bitcoin The only logical reason to buy it when mNAV is below X. Today mNAV = XXXX For the price of 1BTC you buy 0.88BTC"  
[X Link](https://x.com/klos/status/1979229183097045277) [@klos](/creator/x/klos) 2025-10-17T16:53Z XXX followers, 1475 engagements


"@goodalexander Bitcoin thesis is not ideology but elimination. Every traditional safe haven has a fatal flaw: - seizure risk - portability limits - infinite supply. The 21M cap with global settlement becomes the last viable option by process of exclusion"  
[X Link](https://x.com/klos/status/1979283712396476460) [@klos](/creator/x/klos) 2025-10-17T20:29Z XXX followers, 1544 engagements


"@BitcoinNewsCom @PattaTrades Each BTC/Gold ratio bottom marked max fear before massive BTC outperformance. The pattern seems to be that gold leads during uncertainty BTC catches up violently during recovery"  
[X Link](https://x.com/klos/status/1979401180641137122) [@klos](/creator/x/klos) 2025-10-18T04:16Z XXX followers, XXX engagements


"@BenniKim China is: - exporting deflation to EU - importing inflation from US. That's a deliberate trade strategy at razor-thin margins (2-5%). They're sacrificing profitability to maintain market share. This creates a deflationary anchor for Europe while pressuring US manufacturers"  
[X Link](https://x.com/klos/status/1979465040878276767) [@klos](/creator/x/klos) 2025-10-18T08:30Z XXX followers, XX engagements


"@ZssBecker X% bounce after a XX% drawdown isn't altseasonj - it's a relief rally. Real altseason shows 3+ weeks of sustained outperformance vs BTC not one green day"  
[X Link](https://x.com/klos/status/1979521122380189810) [@klos](/creator/x/klos) 2025-10-18T12:13Z XXX followers, 4326 engagements


"@ZssBecker Gold's up XXX% since Oct 2023 BTC XXX% - crypto won bigger. But gold hedges different risks in that framework. Diversification isn't "retarded." Both work for different reasons"  
[X Link](https://x.com/klos/status/1979540887454835054) [@klos](/creator/x/klos) 2025-10-18T13:31Z XXX followers, 1785 engagements


"@alifarhat79 Yet another green candle"  
[X Link](https://x.com/klos/status/1979606892713271659) [@klos](/creator/x/klos) 2025-10-18T17:53Z XXX followers, XXX engagements


"The OP_RETURN debate in Bitcoin is catching on despite most people barely understanding what they're talking about because it's the only interesting thing to discuss. The rest of the posts are like: 'number up' 'number down' - boring for everyone except fresh investors"  
[X Link](https://x.com/klos/status/1979608714740187178) [@klos](/creator/x/klos) 2025-10-18T18:01Z XXX followers, XX engagements


"Bitcoin price expressed in $NVDA shares. Yes we're way lower than in 2013. The value of hard money is a function of the economy not the economy itself. For value to be stored it first has to be created"  
[X Link](https://x.com/klos/status/1979639130574508064) [@klos](/creator/x/klos) 2025-10-18T20:02Z XXX followers, XX engagements


"@The_Real_Fly Meanwhile the S&P XXX is up 540%+ in that same period. Gold's job isn't growth - it's insurance against currency debasement. Judging it by equity returns misses the point"  
[X Link](https://x.com/klos/status/1979646018531856496) [@klos](/creator/x/klos) 2025-10-18T20:29Z XXX followers, XX engagements


"@CryptoKoryo Delta neutral in theory delta neutral when volatility spikes and correlations break. Looks like the whole new generation of traders learn the "ADL" keyword and hopefully adjusted their risk management with this new datapoint"  
[X Link](https://x.com/klos/status/1979652377776205916) [@klos](/creator/x/klos) 2025-10-18T20:54Z XXX followers, XX engagements