# ![@mtndrew Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::179656739.png) @mtndrew mtn drew

mtn drew posts on X about crypto, money, to the, the most the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::179656739/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::179656739/c:line/m:interactions.svg)

- [--] Week [------] -50%
- [--] Month [------] +22%
- [--] Months [---------] -24%
- [--] Year [---------] +70%

### Mentions: [--] [#](/creator/twitter::179656739/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::179656739/c:line/m:posts_active.svg)

- [--] Week [--] -54%
- [--] Month [---] -42%
- [--] Months [-----] +248%
- [--] Year [-----] +67%

### Followers: [-----] [#](/creator/twitter::179656739/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::179656739/c:line/m:followers.svg)

- [--] Week [-----] +0.35%
- [--] Month [-----] +2.50%
- [--] Months [-----] +7.30%
- [--] Year [-----] +24%

### CreatorRank: [---------] [#](/creator/twitter::179656739/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::179656739/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  26.35% [cryptocurrencies](/list/cryptocurrencies)  22.97% [stocks](/list/stocks)  11.49% [technology brands](/list/technology-brands)  8.11% [exchanges](/list/exchanges)  6.08% [social networks](/list/social-networks)  5.41% [financial services](/list/financial-services)  1.35% [currencies](/list/currencies)  0.68%

**Social topic influence**
[crypto](/topic/crypto) 11.49%, [money](/topic/money) 5.41%, [to the](/topic/to-the) 5.41%, [the most](/topic/the-most) 4.73%, [token](/topic/token) 4.05%, [bitcoin](/topic/bitcoin) 4.05%, [market](/topic/market) 3.38%, [uni](/topic/uni) 3.38%, [buying](/topic/buying) 3.38%, [if you](/topic/if-you) 3.38%

**Top accounts mentioned or mentioned by**
[@zemirch](/creator/undefined) [@sonicthehedgor](/creator/undefined) [@fejauinc](/creator/undefined) [@thedefivillain](/creator/undefined) [@thescooppod](/creator/undefined) [@fintechfrank](/creator/undefined) [@sbfftx](/creator/undefined) [@tolks](/creator/undefined) [@cheshirecap](/creator/undefined) [@wpr272](/creator/undefined) [@0xngmi](/creator/undefined) [@biancoresearch](/creator/undefined) [@jasonyanowitz](/creator/undefined) [@quakers07](/creator/undefined) [@taikimaeda2](/creator/undefined) [@supernoveau](/creator/undefined) [@icyponds](/creator/undefined) [@cryptoethan](/creator/undefined) [@solidintelx](/creator/undefined) [@dcfgod](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Euler (EUL)](/topic/$eul) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Strategy (MSTR)](/topic/$mstr) [Aave (AAVE)](/topic/$aave) [Morpho (MORPHO)](/topic/$morpho) [Fluid (FLUID)](/topic/$fluid) [NEXON CO LTD UNSP/ADR (NEXOY)](/topic/$nexoy) [Ethereum (ETH)](/topic/ethereum) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [ETHZilla Corp (ETHZ)](/topic/$ethz) [Zora (ZORA)](/topic/$zora) [iShares BTC Trust (IBIT)](/topic/$ibit) [USDAI (USDAI)](/topic/$usdai)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Saying the biggest risk to MSTR is BTC pumping is pretty silly The mNAV is headed much lower with or without BTC going up until Strategy can find a way to make a lot more revenue than they do via the software business From what I gather though their plan is to just start selling BTC options. And let's be honest they haven't exactly shown a track record of being able to time the market well. https://twitter.com/i/web/status/2008034997077180769 https://twitter.com/i/web/status/2008034997077180769"  
[X Link](https://x.com/mtndrew/status/2008034997077180769)  2026-01-05T04:37Z [----] followers, [----] engagements


"With the share price of $ETHZ absolutely trashed and seemingly bottomed out after a comical "college try" at being a DAT I think it potentially offers us a good example of what a rock bottom mNAV value on a DAT should be. Some caveats/assumptions to qualify: 1) ETHZilla is not somehow being fraudulent and there is no price manipulation occurring. (The short float is currently a little high but this is to be expected. It's actually not that much higher than MSTR 19% vs. 13%.) 2) I am talking about DATs with near-fully or fully allocated treasuries into a single crypto asset that are also fully"  
[X Link](https://x.com/mtndrew/status/2014854748487233842)  2026-01-24T00:16Z [----] followers, [---] engagements


"insane crime candle on $ZORA this is a 100% cabal cornered supply scam coin do not touch it"  
[X Link](https://x.com/mtndrew/status/2017804749978869859)  2026-02-01T03:38Z [----] followers, [---] engagements


"$EUL Euler Finance The token is currently priced as if it exit scammed when everything is still chugging along as normal. While I think the market has severely overreacted to them here are the reasons why price is down so bad: 1) Founder left (now in advisor role). No drama apparently. He just wanted to pursue something else he says. Unfortunate but new management has taken over. It happens. 2) TVL has taken quite a hit since the $2B peak. Now $550m. A lot of Eulers TVL was and still is concentrated in very few pools and vault operators. It's a risk for sure. 3) Euler's architecture is the"  
[X Link](https://x.com/mtndrew/status/2018413688903135681)  2026-02-02T19:58Z [----] followers, [----] engagements


"There are No Good Assets Just Good Prices. If you're looking for "next cycle's 100x gem" but you're not willing to get a little dirty and take some risk then you're not going to find one. $EUL almost perfectly fits the bill in my opinion. It is the most innovative solution in its sector but was too early for its time at launch and was targeting the wrong market. It also ran into several roadblocks and a series of unfortunate events in a short amount of time leading to a perfect storm for an irrational decline to severely undervalued prices. Everything was exacerbated by the crypto market's"  
[X Link](https://x.com/mtndrew/status/2018728679816257816)  2026-02-03T16:49Z [----] followers, [----] engagements


"man I looked through my charts and I just see all the alarms going off for all the high timeframe buy levels I set weeks to months ago i zoomed out saw how far the market has fallen in such short time i thought about where we are now and why the market supposedly is collapsing according to popular narrative and I couldn't help it i didn't know what to buy but I knew I just had to grow a pair and bid so I just jammed it all into the majors"  
[X Link](https://x.com/mtndrew/status/2019299910818930717)  2026-02-05T06:39Z [----] followers, [---] engagements


"$IBIT 4h Highest volume 4-hr candle ever"  
[X Link](https://x.com/mtndrew/status/2019497671103287537)  2026-02-05T19:45Z [----] followers, [---] engagements


"my mind cannot comprehend how much faster the crypto market's value would have evaporated without the DATs Michael Saylor and Tom Lee are our saving grace take it or leave it i hate it too but i hate losing money more I keep seeing people say that DATs are a big reason why crypto has done so poorly my brothers. without the DATs the market would be at least 20% lower right now I keep seeing people say that DATs are a big reason why crypto has done so poorly my brothers. without the DATs the market would be at least 20% lower right now"  
[X Link](https://x.com/mtndrew/status/2019558254825669109)  2026-02-05T23:46Z [----] followers, [---] engagements


"i was thinking to myself the past few days how incredible of a statement it is that crypto could be doing so bad lately in comparison to it's closest comps (namely Gold and NDX) DESPITE all the supply that has been absorbed by the ETFs DATs and even the US government lol i didn't comprehend the magnitude of the implications for high duration assets like crypto posed by AI CapEx and Kevin Warsh's expected policy stance https://twitter.com/i/web/status/2019565237901349328 https://twitter.com/i/web/status/2019565237901349328"  
[X Link](https://x.com/mtndrew/status/2019565237901349328)  2026-02-06T00:14Z [----] followers, [---] engagements


"this OI build finally coming off now clearly shorts covering spot is being bought more aggressively off of $60k than perps though so that's good"  
[X Link](https://x.com/mtndrew/status/2019573725432004970)  2026-02-06T00:47Z [----] followers, [---] engagements


"thanks light. it's my passion but my wife is my greatest joy and i'm lucky that she let's me pursue this with the intensity it demands. she was with me in november [----] and never told me i should stop trying. i could have a 50% up day or a 50% down day and it would make no difference to her. https://twitter.com/i/web/status/2019594051071451298 https://twitter.com/i/web/status/2019594051071451298"  
[X Link](https://x.com/mtndrew/status/2019594051071451298)  2026-02-06T02:08Z [----] followers, [--] engagements


"$3350/BTC japan's built different"  
[X Link](https://x.com/mtndrew/status/2019606471722562031)  2026-02-06T02:57Z [----] followers, [---] engagements


"@supernoveau yeah the nov [----] crash was the closest analog in my mind too but still very different in my view"  
[X Link](https://x.com/mtndrew/status/2019623758487777713)  2026-02-06T04:06Z [----] followers, [--] engagements


"Bear market CT truly is unparalleled Absolutely hilarious even on a day like today"  
[X Link](https://x.com/mtndrew/status/2019646055151792245)  2026-02-06T05:35Z [----] followers, [---] engagements


".1:31 on strategy earnings call I think Saylor said that their share issuance strategy is fully algorithmic Just an interesting note. Makes sense - you want to be first to the draw always"  
[X Link](https://x.com/mtndrew/status/2019769712284967155)  2026-02-06T13:46Z [----] followers, [---] engagements


"fuckin hilarious coin man Ripple IPO better happen soon cause the realized vol on this thing is starting to get pretty damn tight tick tock Brad"  
[X Link](https://x.com/mtndrew/status/2019772722155340164)  2026-02-06T13:58Z [----] followers, [---] engagements


"@fejau_inc not saying it's going to happen but another way the [--] year cycle could be invalidated is by btc hitting new ATHs before October of this year think we'd all be pretty happy with that probably not happening tho"  
[X Link](https://x.com/mtndrew/status/2019782789336367293)  2026-02-06T14:38Z [----] followers, [---] engagements


"@icyponds @CryptoEthan yeah bitwise guys are shameless perma bulls everything is bullish always ignore"  
[X Link](https://x.com/mtndrew/status/2019872742997475349)  2026-02-06T20:36Z [----] followers, [--] engagements


"still long BTC and ETH I want $75k still long because my view is unchanged that these price levels should not last long still long because my view is unchanged that these price levels should not last long"  
[X Link](https://x.com/mtndrew/status/2019906772660564147)  2026-02-06T22:51Z [----] followers, [---] engagements


"ai might be taking white collar jobs faster than we thought Coffee plunges to its lowest price since August ☕📉 Congrats everyone we did it 🥳🫂 https://t.co/mwaMlfCkCC Coffee plunges to its lowest price since August ☕📉 Congrats everyone we did it 🥳🫂 https://t.co/mwaMlfCkCC"  
[X Link](https://x.com/mtndrew/status/2019956901539377230)  2026-02-07T02:10Z [----] followers, [---] engagements


"@sonicthehedgor if I had funds on bithumb I would have gotten them all off of there immediately when I saw that in case of bankruptcy or socialized losses"  
[X Link](https://x.com/mtndrew/status/2019968371501183460)  2026-02-07T02:56Z [----] followers, [---] engagements


"US Treasury Bond Real Performance ( $IEF Total Return / CPI) vs. BTC Market Cap NASDAQ:IEF/FRED:CPIAUCSL vs. CRYPTOCAP:BTC from August [----] (I have always considered early [----] to be when the *pace* of crypto adoption peaked making it a good starting point for analyses like this.) SoV assets like BTC and Gold thrive when real yields go down pushing capital that would otherwise be invested in bonds further out on the risk curve. US Treasury Bond real performance and real yields have consolidated and effectively remained flat since late [----] (right around when BTC bottomed last cycle). Despite"  
[X Link](https://x.com/mtndrew/status/2020920747116658848)  2026-02-09T18:00Z [----] followers, [---] engagements


"@solidintel_x it was [----] BTC"  
[X Link](https://x.com/mtndrew/status/2020946438495113364)  2026-02-09T19:42Z [----] followers, [--] engagements


"@ZeMirch kraken is the only US CEX that isn't rape"  
[X Link](https://x.com/mtndrew/status/2020958162158059973)  2026-02-09T20:29Z [----] followers, [---] engagements


"i wish i could believe but logic does not allow me to what kind of catalyst do you think actually produces another leg down each leg down in [----] was a pretty distinct catalyst: 1) rate hikes -- + leverage unwinds 2) LUNA 3) Celsius/ BlockFi/ Voyager/ 3AC 4) FTX most of these [----] catalysts were gray swans and whichever ones may come our way this cycle will probably look completely different. you kinda have two choices: 1) try to short/hedge if/when the next swan starts happening and/or 2) stay out of the market and risk missing the Q1 [----] post-bear recovery so far this cycles' selloffs have"  
[X Link](https://x.com/mtndrew/status/2021021307790352669)  2026-02-10T00:40Z [----] followers, [---] engagements


"@ZeMirch Gotta pass stable swaps through USDG. Annoying but cheap. But actually Coinbase has cheaper stable swaps. Very cheap. Everything else is ridiculous though. Kraken is my cash exchange. Coinbase is my bridge and stableswap"  
[X Link](https://x.com/mtndrew/status/2021051904655229406)  2026-02-10T02:41Z [----] followers, [--] engagements


"kinda nuts that Tradingview doesn't let you see market cap charts for stocks like everyone just pretends dilution doesn't exist in equities"  
[X Link](https://x.com/mtndrew/status/2021074741562319320)  2026-02-10T04:12Z [----] followers, [---] engagements


"aave can't be beaten man its crazy https://t.co/vOsX6DIUbV https://t.co/vOsX6DIUbV"  
[X Link](https://x.com/mtndrew/status/2021081347675001158)  2026-02-10T04:38Z [----] followers, [---] engagements


"@thedefivillain INJ guys had some of the most attitude of all the communities lol Rip"  
[X Link](https://x.com/mtndrew/status/2021191171351904460)  2026-02-10T11:55Z [----] followers, [---] engagements


"@dcfgod In fact they probably held more notional in ETH a few weeks ago 😉"  
[X Link](https://x.com/mtndrew/status/2021333513421848933)  2026-02-10T21:20Z [----] followers, [---] engagements


"@rodeo_crypro @atalantis7 You think so The OI build has been so steady and consistent with moves up in price Makes me think there's not a ton of vulnerable speculative shorts"  
[X Link](https://x.com/mtndrew/status/2021423158302212395)  2026-02-11T03:16Z [----] followers, [--] engagements


"@hansolar21 @crypto_condom 😂 @inversebrah worthy"  
[X Link](https://x.com/mtndrew/status/2021424997953306809)  2026-02-11T03:24Z [----] followers, [--] engagements


"Raise the threshold on community proposals to something really high like 25%. So buybacks only happen when theyre very accretive.✅ I prefer this idea over the others. It's simple. Perhaps a study could be done to determine a better threshold than an arbitrary 25%. It could even be dynamic. For example it could start high and gradually decrease giving founders more breathing room earlier on in the life of their project. Make it so that theres a 2-week period every quarter where community proposals can be raised. Outside of that band no proposals. This increases rug risk but reasonably so in my"  
[X Link](https://x.com/mtndrew/status/2021662874976825419)  2026-02-11T19:09Z [----] followers, [--] engagements


"@metaproph3t Also the Tesla/Airbnb examples are survivorship bias. Most companies that look like they're failing end up failures"  
[X Link](https://x.com/mtndrew/status/2021663802950074733)  2026-02-11T19:13Z [----] followers, [--] engagements


"@0xlykt No UNI is just a grift and everyone knows it at this point"  
[X Link](https://x.com/mtndrew/status/2021669111202549841)  2026-02-11T19:34Z [----] followers, [----] engagements


"@matthew_sigel @brian_armstrong Good trades"  
[X Link](https://x.com/mtndrew/status/2021669413288903128)  2026-02-11T19:35Z [----] followers, [---] engagements


"@malekanoms i can't help but assume the same either these "partners" got cheap tokens and now have an opportunity to impart their regulatory capture onto crypto rails"  
[X Link](https://x.com/mtndrew/status/2021673166561591376)  2026-02-11T19:50Z [----] followers, [---] engagements


"Stay liquid friends. Always stay liquid. Ever since the first altcoin was created crypto's history is just a long story of rampant adverse selection. Unless you're an insider you must ensure that you will be able to sell when you want to"  
[X Link](https://x.com/mtndrew/status/2021828348456939836)  2026-02-12T06:06Z [----] followers, [---] engagements


".@USDai_Official played us good man That's what I get for blind farming. Lesson learned. One important detail to remember though - their $USDai supply was capped at first. Some people were paying hefty premiums over $1 for a while there. Then they raised the cap a bunch and the price compressed back to to $1 and we all got diluted to hell by new depositors. Maybe if they had maintained the cap farmers could have actually broken even on this Idk probably not. The frustrating part is that most of the TVL has just been sitting in T-bills meaning they never really needed to raise the cap. They"  
[X Link](https://x.com/mtndrew/status/2021928833062969464)  2026-02-12T12:46Z [----] followers, [---] engagements


".@vnovakovski what say you sir Why not just give the yield proportionally to deposits They could keep their capital sitting anywhere reward them for keeping it on Lighter. If they need to mash a quick trade are they going to withdraw and deposit to Hyperliquid or swap on an AMM No they're going to do it on Lighter. If they're deposited on Lighter then they should be considered active users. https://twitter.com/i/web/status/2022053219086872810 https://twitter.com/i/web/status/2022053219086872810"  
[X Link](https://x.com/mtndrew/status/2022053219086872810)  2026-02-12T21:00Z [----] followers, [--] engagements


"@_esk_kse_ so next cycle i can definitely see that"  
[X Link](https://x.com/mtndrew/status/2022375671662600286)  2026-02-13T18:21Z [----] followers, [--] engagements


"@rossobianchi_ That's not what I meant I mean like Binance international Perps are legal in the US now Coinbase has them"  
[X Link](https://x.com/mtndrew/status/2022075602367656343)  2026-02-12T22:29Z [----] followers, [--] engagements


"@IGoobus @PicturesFoIder http://Reddit.com/r/comedycemetery http://Reddit.com/r/comedycemetery"  
[X Link](https://x.com/anyuser/status/1055508161283657728)  2018-10-25T17:15Z [----] followers, [--] engagements


"@CarpeNoctom Good thing all of us only trade demo accounts amirite guys"  
[X Link](https://x.com/anyuser/status/1055906317959860229)  2018-10-26T19:37Z [----] followers, [--] engagements


"@cryptorae @CryptoHayes Lol there's even a little American flag in the top right corner. Rekt"  
[X Link](https://x.com/anyuser/status/1086247224508588038)  2019-01-18T13:01Z [----] followers, [--] engagements


"@rey_trade * or rather to initiate the position. Both require the same amount of capital to maintain the position (i.e. fully collateralize it)"  
[X Link](https://x.com/anyuser/status/1148680545712451585)  2019-07-09T19:49Z [----] followers, [--] engagements


"@NPR Yang gang represent"  
[X Link](https://x.com/anyuser/status/1159582213740142594)  2019-08-08T21:48Z [----] followers, [--] engagements


"@btc_charlie The nuance imo: - During bull greater chance price goes up short term but also greater chance you're buying top - During bear greater chance price goes down short term but also greater chance you're buying near bottom total mcap down 50% from ATH at the moment. Not too bad"  
[X Link](https://x.com/anyuser/status/1486792043691192320)  2022-01-27T20:03Z [----] followers, [--] engagements


"@blknoiz06 The employer match is the liquidity mining reward"  
[X Link](https://x.com/anyuser/status/1495851302189993987)  2022-02-21T20:01Z [----] followers, [--] engagements


"@nope_its_lily"  
[X Link](https://x.com/anyuser/status/1576262835868700672)  2022-10-01T17:28Z [----] followers, [--] engagements


"@TheScoopPod @fintechfrank @SBF_FTX Basically admitting that all the FTX user funds FTX Treasury funds and probably Alameda funds were comingled"  
[X Link](https://x.com/anyuser/status/1599794153235152896)  2022-12-05T15:53Z [----] followers, [--] engagements


".@beefyfinance team is the goat. uh. i mean 🐄 if you were a member of the beefy dao discord back when they announced their token migration in response to the multichain failure you would have known the team had what it took to pull it off and gladly bought discounted $BIFI"  
[X Link](https://x.com/anyuser/status/1717006944068653313)  2023-10-25T02:35Z [----] followers, [----] engagements


"*crypto guy who made most of his money from private token deals and insider information wants to tell you why a public equity listed on a US exchange is a ponzi scam"  
[X Link](https://x.com/anyuser/status/1957441128006930602)  2025-08-18T13:55Z [----] followers, [----] engagements


"Yeah agreed. Well that's why basically everyone on CT owns HYPE now. Most shilled token by a mile lately. When I think about which parts of crypto can do ok in a restrictive monetary environment with decreasing or stagnant demand for speculative crypto-native leverage some things come to mind: - Stablecoin payments and settlement (not issuance) - Tokenized RWAs (i don't have any i like right now) - RWA Trading (HYPE LIT) and possibly apps that are closely integrated with these venues - Fair and robust "Internet Capital Markets" / Ownership Coins (imo META currently has a monopoly on this;"  
[X Link](https://x.com/mtndrew/status/2018338762611187926)  2026-02-02T15:00Z [----] followers, [--] engagements


"don't you feel like crypto front ran tradfi on most of these macro concerns like it often does since it is the most risky high duration asset class it's the first to get tossed from the portfolio not saying crypto goes up if more dominoes fall but i would much rather hedge my crypto exposure with SPY or QQQ puts/shorts than to short crypto at this point it's hard to understate how impactful the move over last few days have been. this was crypto reacting to macro stuff - not LUNA 3AC or Celsius blowing up. the macro scaries have been pretty damn well priced in don't you think"  
[X Link](https://x.com/mtndrew/status/2019590851467571630)  2026-02-06T01:55Z [----] followers, [--] engagements


"AAVE: idk on this one. Maybe it was already mostly anticipated and priced in. ZRO: team has a sketchy history and while their claims are very impressive they said mainnet won't be until the Fall. That's a long ways away in crypto time especially for a project that we only just found out about. UNI: Total governance theater grift and everyone knows it at this point. Every fundamentals pump has gotten smaller and smaller as investors give up hope that the Uniswap team will ever respect tokenholders. Highly doubt blackrock did this in expectation of getting a substantial ROI."  
[X Link](https://x.com/mtndrew/status/2022070607009980735)  2026-02-12T22:09Z [----] followers, [---] engagements


"why do the actions of Aave Labs always turn out to be a big shock to the DAO getting them up in arms their actions/proposals often do seem excessive and kind of extractive is it just simply greed do they just not trust the DAO to give them the resources they need and deserve for their efforts seems like they wish they could have just been a regular company instead of run by a DAO. many such cases. https://twitter.com/i/web/status/2022111437502517654 https://twitter.com/i/web/status/2022111437502517654"  
[X Link](https://x.com/mtndrew/status/2022111437502517654)  2026-02-13T00:51Z [----] followers, [---] engagements


"won't be surprised to see some brief dips into the $50k's but these are pretty damn extreme conditions right now if you're interested in buying for a 6+ month hold then the way I see it you're better off buying now and holding through more dips than risking the market bouncing and forcing you to chase and fomo in we likely have more ranging to do for a while so if you think you will resist the fomo then disregard what I said. just something to consider. close very close https://t.co/fbv8UVgyIZ close very close https://t.co/fbv8UVgyIZ"  
[X Link](https://x.com/mtndrew/status/2022120182479458760)  2026-02-13T01:26Z [----] followers, [---] engagements


"@cryptoklotz i wonder if it's just more indicative of tradfi running the show right now tradfi like crypto = BTC.D up tradfi no like crypto = BTC.D down ETH is still the only other one they really trade and OTHERS/ETH is performing well too"  
[X Link](https://x.com/mtndrew/status/2022129669760504225)  2026-02-13T02:04Z [----] followers, [---] engagements


"@_tolks @Cheshire_Cap thought the same. like it was just a formality or a veil to hide the fact that they probably just got a killer discount and did the EV calc to determine they'd be able to dump for a profit after vestin"  
[X Link](https://x.com/mtndrew/status/2022405013570781597)  2026-02-13T20:18Z [----] followers, [---] engagements


"JUST IN: Goldman Sachs CEO says there will be "unprecedently large" IPOs this year JUST IN: Goldman Sachs CEO says there will be "unprecedently large" IPOs this year"  
[X Link](https://x.com/mtndrew/status/2022414029470453800)  2026-02-13T20:54Z [----] followers, [---] engagements


"@wpr272 fair point Euler is currently integrated with Kraken but isn't the only one they've integrated and Kraken is obviously a much smaller opportunity than coinbase Euler really did nail it with Coinbase. They charge zero fees right now though. Something to consider"  
[X Link](https://x.com/mtndrew/status/2022746885748936838)  2026-02-14T18:56Z [----] followers, [--] engagements


"$STABLE idk much about Stable but that FDV and performance is pretty unbelievable it's surprising because i was starting to feel like people are finally figuring out that the idea of a "stablecoin chain" gets the "Chicken or Egg" problem backwards - you need an onchain ecosystem of apps first and then the stables will come not the other way around no one gives af about going from $0.01/0.5s transactions to $0.001/0.05s transactions you can hand out free money all you want but people can see right through that and TVL will leave as soon as the money dries up @_tolks @Cheshire_Cap thought the"  
[X Link](https://x.com/mtndrew/status/2022405201613738365)  2026-02-13T20:19Z [----] followers, [---] engagements


"Regarding Aave I agree that this proposal needs to get ironed out and if it does it should benefit the token price and if not it should be very bad for the token price that being said Aave needs to show that they will stop trying to high-ball and fuck over token holders on a go-forward basis. backing down on one single proposal does does not repair their poor track record. https://twitter.com/i/web/status/2022768652043616487 https://twitter.com/i/web/status/2022768652043616487"  
[X Link](https://x.com/mtndrew/status/2022768652043616487)  2026-02-14T20:23Z [----] followers, [--] engagements


"$GRASS Some replies from the grass founder in in here His replies here and some of his other recent comments about the value of the token seem unserious He's kind of blowing off the community's valid concerns/suggestions and chalking up the token's poor performance to the market just being irrational and inefficient The market is never wrong. If as a founder you're going to ignore its signals you better have a damn good reason for it. It's clear that the comms transparency and value guarantees from grass are still poor. $GRASS is trading at under 4x Q4 [----] annualized revenue. Revenue is"  
[X Link](https://x.com/mtndrew/status/2022364332542091484)  2026-02-13T17:36Z [----] followers, [---] engagements


"the allure for BTC miners to convert to HPC data centers is ever present and growing expect more selling from them almost all of the miners have now broken into the HPC industry. some of them still have large BTC treasuries. most probably will not puke half their stack at once like this but expect these treasuries to act as a weight on the price of BTC as long as HPC is a more lucrative opportunity for them add on top of this the quantum threat and (choose your preferred FUD) etc. and I would advise against being overweight BTC right now. for all their flaws the PoS coins aren't going to"  
[X Link](https://x.com/mtndrew/status/2022705463192646034)  2026-02-14T16:12Z [----] followers, [---] engagements


"simple borrow/lend protocol P:S ratio analysis $EUL $AAVE $MORPHO $FLUID fees and revenue data source: defillama i like EUL for the discount. I think it would be interesting to try to do a barbell with one of the others. At these valuations i'm torn between AAVE and FLUID. MORPHO - too expensive. not sufficiently differentiated from Euler to warrant the premium. AAVE - looks appealing especially with the recent governance proposal. however a closer look at the governance proposal indicates that Aave Labs is still being overly greedy with their demands and not enough rationale to justify it."  
[X Link](https://x.com/mtndrew/status/2022742735745118374)  2026-02-14T18:40Z [----] followers, [---] engagements


"it's unfortunate but as far as I can tell there was no drama or bad blood involved and they aren't slowing down still I do give credence to the idea of a "founder premium" (e.g. Steve Jobs etc.). so yeah not great but also not a death sentence. i still see Euler as the most technically superior product of the four here. but to convert that superiority into revenue they need to bring it to those that actually want it - this is tradfi and sophisticated institutions not crypto retail. this is why Euler has fallen behind they were too early and overestimated the current crypto-native demand for"  
[X Link](https://x.com/mtndrew/status/2022745095783473542)  2026-02-14T18:49Z [----] followers, [--] engagements


"UPDATE - added Maple $SYRUP - added another forward P/S ratio this time based on forward supply estimate and forward annualized revenue estimate (by extrapolating from last [--] months revenue vs. prior [--] months revenue) these revenue growth rates are not very useful in isolation because they imply that defi will continue to experience massive declines in activity like they have over the past [--] months but they may still offer some insight on a relative basis. it may illustrate the relative "stickiness" of the fee-generating capital in each of these protocols. Aave and Fluid stand out as the"  
[X Link](https://x.com/mtndrew/status/2022767405240320299)  2026-02-14T20:18Z [----] followers, [---] engagements


"@euler_mab @Kiryu_0x thanks for confirming"  
[X Link](https://x.com/mtndrew/status/2022824431526035632)  2026-02-15T00:05Z [----] followers, [--] engagements


"@koolkrypto223 @skyiszen I considered this trade and chose not to for this reason DEX tokens have always performed best during bear markets and HYPE may be expensive but not outrageously so If you want to hedge out crypto beta risk just short one or more of the majors against it"  
[X Link](https://x.com/mtndrew/status/2022853490544963849)  2026-02-15T02:00Z [----] followers, [--] engagements


"@WallStreetSilv Someone link that TikTok of that real estate couple talking about how they are just leveraging every house they buy to purchase another house"  
[X Link](https://x.com/anyuser/status/1537545725160177665)  2022-06-16T21:20Z [----] followers, [--] engagements


"@MarkDavidLamb Exchange CEO using public Twitter posts to try to settle a debt with a client"  
[X Link](https://x.com/anyuser/status/1541841080634712064)  2022-06-28T17:48Z [----] followers, [--] engagements


"BTC sentiment feels like it's currently in the all-time bottom quartile (note: I entered crypto in '17) The crypto market overall sentiment is certainly in the all-time bottom half But people are really starting to give up hope on BTC"  
[X Link](https://x.com/mtndrew/status/1556387335956303873)  2022-08-07T21:10Z [----] followers, [--] engagements


"So $ETHBTC is about to break this cycle's high. In the depths of a savage bear market. With ETH being the higher beta asset that historically underperforms BTC during a bear market. This may disappoint some folks but the merge is being priced in as we speak"  
[X Link](https://x.com/anyuser/status/1568087628162932738)  2022-09-09T04:03Z [----] followers, [--] engagements


"With the 10-year note now yielding 3.5% I can no longer justify holding onto my magic internet money.😢 A new global and open digital financial frontier simply can't succeed when I can earn 3.5% risk free in only [--] years No sir. Selling it all today.🫡 Suggest you do the same"  
[X Link](https://x.com/anyuser/status/1571985991388336128)  2022-09-19T22:14Z [----] followers, [---] engagements


"@jay_ftx lol that's exactly what TA is all about tho"  
[X Link](https://x.com/anyuser/status/1574607785878294539)  2022-09-27T03:52Z [----] followers, [--] engagements


"@tier10k Coindesk $CD: +34% The Block $BLK: +29% Walter Bloomberg $WBB: +56% Coin Telegraph $CT: +9%"  
[X Link](https://x.com/mtndrew/status/1574788015083425792)  2022-09-27T15:48Z [----] followers, [--] engagements


"@adamguild I don't always crush people's dreams but when I do I make sure to log into Twitter and put it on blast"  
[X Link](https://x.com/anyuser/status/1585771720690249728)  2022-10-27T23:13Z [----] followers, [---] engagements


"@DegenSpartan damn ftx paid you the 1m USDC huh"  
[X Link](https://x.com/anyuser/status/1589820921770303488)  2022-11-08T03:23Z [----] followers, [--] engagements


"@GCRClassic echo. bubble"  
[X Link](https://x.com/anyuser/status/1594704194119901192)  2022-11-21T14:48Z [----] followers, [--] engagements


"@fintechintern @fintechfrank @SBF_FTX @TheScoopPod Lmfao 🤡 You can just see the lie machine gears grinding in his head"  
[X Link](https://x.com/anyuser/status/1599573524774940672)  2022-12-05T01:17Z [----] followers, [--] engagements


"@GinjaReloaded"  
[X Link](https://x.com/anyuser/status/1605393915150041089)  2022-12-21T02:45Z [----] followers, [----] engagements


"@Mtrl_Scientist"  
[X Link](https://x.com/anyuser/status/1613284775699091457)  2023-01-11T21:20Z [----] followers, [----] engagements


"If hot macro numbers are gonna pull the market back then I think some of these weak narrative rallies will get retracted significantly. The names should at least in aggregate re-equilibrate back in line to where the rest of the market has moved"  
[X Link](https://x.com/anyuser/status/1630365180281454593)  2023-02-28T00:32Z [----] followers, [----] engagements


"@Derivatives_Ape *starts thread lamenting the moral hazards surrounding gambling services and the destruction addiction to it can cause *end thread with shilling their own casino less house edge and more transparency is great but the shift in tone and message of this thread is just weird man"  
[X Link](https://x.com/anyuser/status/1655551315487993856)  2023-05-08T12:32Z [----] followers, [----] engagements


"went spelunking through the depths of G's timeline to discover the truth (would not recommend) here are his past points regarding the below statement that resonated with me"  
[X Link](https://x.com/anyuser/status/1660495403920375808)  2023-05-22T03:58Z [----] followers, 119.6K engagements


"@WuBlockchain got damn man there's the Texas Hedge and then there's the Rune Hedge"  
[X Link](https://x.com/anyuser/status/1680783071090556928)  2023-07-17T03:34Z [----] followers, [----] engagements


".@CoWSwap is flipping the fee switch. Since UNI will never flip the fee switch CoW Swap is probably the next most interesting AMM with a token. It's had a simplified version of what UniswapX is since [----]. $COW CoW Swap's core team floats proposal for six-month fee experiment testing revenue generation for CoW Protocol https://t.co/To543QoFeP CoW Swap's core team floats proposal for six-month fee experiment testing revenue generation for CoW Protocol https://t.co/To543QoFeP"  
[X Link](https://x.com/anyuser/status/1720902327001821465)  2023-11-04T20:34Z [----] followers, [----] engagements


"@NorthRockLP all that just to TP on a 10% move up on ETHBTC"  
[X Link](https://x.com/anyuser/status/1740214870862340449)  2023-12-28T03:35Z [----] followers, [----] engagements


"I'm very bullish on $KARATE @KarateCombat and the concept of "up only gaming" that they've pioneered. Here's a good summary about what makes Karate Combat so interesting. $KARATE is sort of an entirely new type of token concept. Where are the real world crypto projects" One of the least expected but highest conviction real world projects I've seen is $KARATE. Here's my bull case for Karate Combat (KC): Where are the real world crypto projects" One of the least expected but highest conviction real world projects I've seen is $KARATE. Here's my bull case for Karate Combat (KC):"  
[X Link](https://x.com/anyuser/status/1742955818188730640)  2024-01-04T17:07Z [----] followers, [----] engagements


"Bullish on Maplestory Universe. I bought the Nexon stock ADR ( $NEXOY). Is the pure play the best play or am I redacted Should I have bought AVAX Really don't want to have to hold AVAX lol. Or do I just wait to buy the in game currency ( $NESO) when it launches I spy with my little eye.a . https://t.co/5Lz9xNOAJR I spy with my little eye.a . https://t.co/5Lz9xNOAJR"  
[X Link](https://x.com/mtndrew/status/1771729934081257687)  2024-03-24T02:45Z [----] followers, [---] engagements


"Sold my $NEXOY and bought $GRVY. Ronin is the winning crypto gaming ecosystem until proven otherwise. Once the sector as a whole gains a lot more steam then I will feel compelled to start looking to invest outside the Ronin eco. https://x.com/Ronin_Network/status/1780585103829487769 BREAKING: RAGNAROK: MONSTER WORLD IS COMING TO RONIN Today is a glorious day. Welcome to the family @ragmonnft ⚔ Ragnarok is more than a game: its one of the most iconic gaming universes in the world. Its a billion-dollar transmedia IP that has amassed over [--] million https://t.co/jcAoDAaVyg"  
[X Link](https://x.com/mtndrew/status/1780682895650083209)  2024-04-17T19:41Z [----] followers, [----] engagements


"GCR is a far better trader than me but his tweet very meh - tweet was open-ended and hedged "scale in" "high conviction tokens" "survive" - no picks - no thesis / invalidation - no position/pnl screenshots bro basically just told us to "hodl" like yeah dude that's what literally everyone has been telling each other for years thanks"  
[X Link](https://x.com/mtndrew/status/1782185089822044363)  2024-04-21T23:10Z [----] followers, 184.3K engagements


"basically we could see the market dump another leg down from here and as long as it recovered within a few months no one would say GCR's tweet was wrong you could see many of CT's favorite alts get decimated while majors remained mostly flat and no one would say GCR's tweet was wrong"  
[X Link](https://x.com/anyuser/status/1782185092493738224)  2024-04-21T23:10Z [----] followers, 17K engagements


"suddenly feeling even more comfy in my strategy of not participating in points earning programs"  
[X Link](https://x.com/anyuser/status/1785032259780714706)  2024-04-29T19:43Z [----] followers, [----] engagements


"people will tell you ethereum isn't scaling and in the same breath tell you: - ETH is failing b/c fees are too low and it's no longer deflationary; and - there are too many L2s when this was literally the goal all along. the burn is inconsequential. 80% of value is in money-ness. maybe one day chain coins will be fully abstracted commoditized and valued based on their cash flows and MEV but today is not that day fragmentation is a solvable problem. running on your own custom chain within the ethereum ecosystem is a valuable proposition for many development teams this is not a statement about"  
[X Link](https://x.com/anyuser/status/1807847228196991121)  2024-07-01T18:42Z [----] followers, [----] engagements


"👇 I take it the Memecoin New Paradigmooors are now beginning their crypto cycle rite of passage where they learn that being early is the product and no one wants to buy the coin that made you rich they want to buy the coin that's gonna make them rich"  
[X Link](https://x.com/anyuser/status/1811469655082447353)  2024-07-11T18:36Z [----] followers, [----] engagements


"seems that people are finally taking notice of the upside potential in $GLXY / $BRPHF with a nasdaq uplisting coming in view on the horizon i think the bigger opportunity lies in Galaxy's position as effective heir to the throne as the preeminent digital asset lending and prime brokerage firm in the vacuum left by the collapse of Genesis as the crypto institutional lending market recovers Galaxy should benefit nicely"  
[X Link](https://x.com/anyuser/status/1812886795522089239)  2024-07-15T16:27Z [----] followers, [----] engagements


"@0xngmi Just start the radium fees at March [----] and you can be pretty certain most of them were from memes"  
[X Link](https://x.com/anyuser/status/1823401412748877866)  2024-08-13T16:49Z [----] followers, 11.5K engagements


"@0xngmi By far the largest one of course"  
[X Link](https://x.com/anyuser/status/1823401566105399400)  2024-08-13T16:49Z [----] followers, [----] engagements


"no need for revenue sharing yet although Lido already has a large portion of the LST market share there's still plenty of growth opportunities for it do you disagree will you still push for revenue sharing rev share is not an outright bad thing I just think the money is probably better off reinvested into the business. the defi sector still has so much more maturing and growing to do. lido should be able to keep spending its revenue so that it can remain aggressive and competitive. willing to be convinced otherwise tho"  
[X Link](https://x.com/anyuser/status/1831899013706100871)  2024-09-06T03:35Z [----] followers, [---] engagements


"@biancoresearch if you like the bitcoin thesis then when everyone is underwater is exactly when you want to be buying"  
[X Link](https://x.com/anyuser/status/1832822617381712088)  2024-09-08T16:45Z [----] followers, [----] engagements


"longed some $MATIC - $MATIC has never been this down bad - polygon hasn't had this much attention since [----] while polymarket did not put much of a load on the polygon network it was still a very successful application that brought tons of new users to the network - donald trump has chosen polygon to launch his NFTs collections on multiple times - they have been making major development (least important factor but may help provide some funds with the extra rationale to allocate a little to $POL) - it's ethereum adjacent and eth is now outperforming post election night (i own enough eth"  
[X Link](https://x.com/anyuser/status/1854295367375896934)  2024-11-06T22:50Z [----] followers, [----] engagements


"$POL woke up let's see if it can sustain some momentum longed some $MATIC - $MATIC has never been this down bad - polygon hasn't had this much attention since [----] while polymarket did not put much of a load on the polygon network it was still a very successful application that brought tons of new users to the network - donald https://t.co/vSbtk7vYSO longed some $MATIC - $MATIC has never been this down bad - polygon hasn't had this much attention since [----] while polymarket did not put much of a load on the polygon network it was still a very successful application that brought tons of new"  
[X Link](https://x.com/anyuser/status/1854885313098702938)  2024-11-08T13:54Z [----] followers, [----] engagements


"Why tf y'all so impatient for the $HYPE airdrop if you plan on holding huh HUH"  
[X Link](https://x.com/anyuser/status/1857912146329223422)  2024-11-16T22:22Z [----] followers, 11.4K engagements


"@biancoresearch Jim you never bought back your BTC did you"  
[X Link](https://x.com/anyuser/status/1859360491388166577)  2024-11-20T22:17Z [----] followers, [----] engagements


"@ZeMirch This had me cracking up"  
[X Link](https://x.com/anyuser/status/1859753055149068582)  2024-11-22T00:17Z [----] followers, [----] engagements


"@tushar_jain"  
[X Link](https://x.com/anyuser/status/1877377430685417612)  2025-01-09T15:30Z [----] followers, [--] engagements


"@Picolas_Caged Vesting starts in [--] months I think"  
[X Link](https://x.com/anyuser/status/1880633920732926098)  2025-01-18T15:10Z [----] followers, 24.9K engagements


"@TheFlowHorse I like this indicator too but I think it's probably much less important in the present moment than it might have been historically There is so much more dispersion in the altcoin market now you can't bucket them"  
[X Link](https://x.com/anyuser/status/1882062972715257939)  2025-01-22T13:49Z [----] followers, [----] engagements


"@JasonYanowitz He's a Bitcoin maxi but has shown before that he's not an altcoin hater"  
[X Link](https://x.com/anyuser/status/1882564428849438895)  2025-01-23T23:01Z [----] followers, [----] engagements


"this tweet was the final straw on holding $UNI for me - fee switch proposal mysteriously killed and left for dead no communication around a fee switch whatsoever - Uniswap labs collecting front end fees anyway - Unichain being built completely in stealth with no input from the DAO UNI has been my absolute least favorite investment but I held it for so long because there is so much potential for value creation. with the new US administration they might finally feel encouraged to bring value accrual to the UNI token but the founder team and DAO have made it abundantly clear that this is not"  
[X Link](https://x.com/mtndrew/status/1884284062543520117)  2025-01-28T16:55Z [----] followers, 139.5K engagements


"btw using UNI's staking role in Unichain is a cop out until proven otherwise given the treatment of UNI holders thus far I have to assume for now that they'll just be getting the sloppy seconds of this sequencer fees deal 2nd class citizens. source: https://unchainedcrypto.com/uniswap-labs-announces-new-unichain-layer-2-to-improve-the-fragmented-defi-experience/ https://unchainedcrypto.com/uniswap-labs-announces-new-unichain-layer-2-to-improve-the-fragmented-defi-experience/"  
[X Link](https://x.com/anyuser/status/1884600983201673397)  2025-01-29T13:54Z [----] followers, [----] engagements


"@0xMerp Either we're still so early or we're watching the world computer slowly die in real time"  
[X Link](https://x.com/anyuser/status/1887646829220675846)  2025-02-06T23:37Z [----] followers, [----] engagements


"@0xmjt - easy access to foreign country stocks - 24/7/365 trading - composability in defi - cross margining in crypto exchange accounts - less strict margin requirements - instant settlement - no stupid regs like PDT rule - perpetual futures contracts for stocks"  
[X Link](https://x.com/anyuser/status/1894968538990772583)  2025-02-27T04:31Z [----] followers, [----] engagements


"@ZeMirch Oh no the poor VCa are angry that they don't have unlimited liquidity to dump their privileged investments onto at all times. 🥺"  
[X Link](https://x.com/anyuser/status/1896914094206472332)  2025-03-04T13:22Z [----] followers, [----] engagements


"A new token I'm so tired of it all man Introducing Project Horizonour new initiative at Aave Labs focused on building institutional DeFi products. https://t.co/97BAAyvwZ0 Introducing Project Horizonour new initiative at Aave Labs focused on building institutional DeFi products. https://t.co/97BAAyvwZ0"  
[X Link](https://x.com/anyuser/status/1900411435840123101)  2025-03-14T04:59Z [----] followers, 109.8K engagements


"@ZeMirch rare schiff banger damn"  
[X Link](https://x.com/anyuser/status/1900578052368744673)  2025-03-14T16:01Z [----] followers, [----] engagements


"People think that Microstrategy's desk is purposely fucking them over imo they are just the largest market participant by a wide margin and it's just too easy to notice them in the order books and front run them For some reason Saylor chooses time and time again to try to fill massive orders in short amounts of time and it's become very predictable"  
[X Link](https://x.com/anyuser/status/1906697012017562101)  2025-03-31T13:16Z [----] followers, [----] engagements


"@chiefofstuffs Edited in Adobe acrobat"  
[X Link](https://x.com/anyuser/status/1907629326079586487)  2025-04-03T03:00Z [----] followers, 10K engagements


"L2s use ETH. cosmos chains used their own tokens for gas. no network effects. also cosmos ux sucked and hat very little adoption apps and companies only cosmos chain anyone ever used was LUNA and that was only for the free money machine do you really worry about whether ETH is the new ATOM with memecoin mania winding down none of these chains are going to be making revenue SOL included. (if it's fee you were worried about)"  
[X Link](https://x.com/anyuser/status/1908943202263924860)  2025-04-06T18:01Z [----] followers, [----] engagements


"@theallinpod "shorted everything last night btw""  
[X Link](https://x.com/anyuser/status/1908971595990770117)  2025-04-06T19:54Z [----] followers, 10K engagements


"Bitcoiners don't give Saylor enough hate right now (obviously b/c of how much BTC price appreciation he's responsible for). But they will absolutely despise him one day when his leverage (clever as it may be) comes back to bite him. This is just another aftershock of tradfi-landlocked retail demand that entered through MSTR at some point in the past. Eventually people will realize that one entity owning such a large portion of the supply is deterring investment from instos sovereigns endowments etc. $MSTR has acquired [----] BTC for $555.8 million at $84785 per bitcoin and has achieved BTC"  
[X Link](https://x.com/anyuser/status/1914301506896953523)  2025-04-21T12:53Z [----] followers, [----] engagements


"@fejau_inc It's fun when it's our silly Internet money We were just kidding around though - we weren't really ready for total economic collapse 🥺"  
[X Link](https://x.com/anyuser/status/1914541293419561387)  2025-04-22T04:46Z [----] followers, [----] engagements


"i'd have a lot more money today if i never found the red button after many hard lessons i've learned to adapt my shorting technique to be different from my longing technique - no long term holds - need to see bearish market structure and sustained downside momentum - reduced initial risk (if trading w/o a stop) - reduce size as position moves against you until point of invalidation never add size (the nature of a short position is that its size increases as it goes against you) Shorting profitably over a long time span is extraordinarily difficult. You can suffer major losses even if your"  
[X Link](https://x.com/anyuser/status/1920904394247197139)  2025-05-09T18:11Z [----] followers, [----] engagements


"@JasonYanowitz two former friends after this roasting"  
[X Link](https://x.com/anyuser/status/1920914208855564404)  2025-05-09T18:50Z [----] followers, [----] engagements


"@Rafafadax @JustDeauIt Currently the 14-day realized volatility of the Taiwanese Dollar is greater than that of BTC"  
[X Link](https://x.com/mtndrew/status/1922303560881955229)  2025-05-13T14:50Z [----] followers, [--] engagements


"be careful if ur buying $GLXY right now i think a lot of traders bought OTC $BRPHF to flip it following the NASDAQ uplisting but literally can't sell right because the shares are currently locked and in the process of being converted to GLXY shares i can attest i own BRPHF (Schwab is calling it $BRPHD now). there is no order book atm. i didn't buy it to flip it on the uplisting though. i've owned it ever since shortly after Genesis Trading went bankrupt. not sure when i will sell it but competition is going to start heating up. Galaxy has been a great general crypto beta play. If you believe"  
[X Link](https://x.com/anyuser/status/1923423513626505667)  2025-05-16T17:01Z [----] followers, [----] engagements


"a couple weeks ago some crypto podcast VCs were talking about how their funds should not be benchmarked against BTC lmao BTC is 64% of the market you bozos signs of nature healing If your crypto portfolio isnt near all-time high today maybe this active-investment thing isnt for you. Returns should always be adjusted for risk and opportunity cost. Underperforming Bitcoin while spending time and effort underwriting more risk is terrible performance. If your crypto portfolio isnt near all-time high today maybe this active-investment thing isnt for you. Returns should always be adjusted for risk"  
[X Link](https://x.com/anyuser/status/1925240276911579350)  2025-05-21T17:20Z [----] followers, [----] engagements


"@awawat Idk u should check the chain"  
[X Link](https://x.com/anyuser/status/1927603195037032516)  2025-05-28T05:49Z [----] followers, [----] engagements


"Great overview from Viktor on the current forecast for the Bitcoin acquisition company bubble we're in the midst of. No one else is more plugged-in to this trend and the strategy/game theory of it and posting their thoughts publicly The reason I think we are still far away from the peak of the "Bitcoin for Corporations" bubble is that the mechanisms involved are very different from your average altcoin euphoria cycle. The companies that are following the Saylor playbook seriously are operating on long The reason I think we are still far away from the peak of the "Bitcoin for Corporations""  
[X Link](https://x.com/anyuser/status/1928250743271670140)  2025-05-30T00:42Z [----] followers, [----] engagements


"@Callum_Thomas"  
[X Link](https://x.com/anyuser/status/1935446469638857194)  2025-06-18T21:16Z [----] followers, [----] engagements


"@sonicthehedgor used to make me so frustrated watching him make obscene amounts of money in [----] by levering up to the tits and being copy traded pretty sure he basically lost it all since then and continues to try to rerun the playbook"  
[X Link](https://x.com/anyuser/status/1943831766751494194)  2025-07-12T00:36Z [----] followers, [----] engagements


"Good advice from viktor The best method I've learned for avoiding getting btfo on a short is to not only never ever double down but to continuously reduce your size back down to the original size as it moves against you. The thing about a short position is that if it's not working the way you expected then you are essentially WRONG no matter what. You cannot just wait it out. Therefore you should be reducing risk not increasing it. Doing this will do wonders for allowing your brain to finally cut the trade when deep down you know you've been invalidated. For some reason invalidated shorts are"  
[X Link](https://x.com/anyuser/status/1947788412750033385)  2025-07-22T22:38Z [----] followers, [----] engagements


"@TheOneandOmsy Bout to deliver more shareholder value than any CEO has ever deliverwd before. The best shareholder value. American shareholder value. So much shareholder value you'll be begging him. "Please sir that's enough shareholder value we don't need anymore shareholder value""  
[X Link](https://x.com/anyuser/status/1948898321583800364)  2025-07-26T00:09Z [----] followers, [----] engagements


"@Citrini7 as per usual the most profitable investment decision you can ever make is either dying or forgetting about your investments entirely"  
[X Link](https://x.com/anyuser/status/1960518868385837407)  2025-08-27T01:44Z [----] followers, [----] engagements


"@IterIntellectus seen this image too many times had to see what it actually was like on the ground https://www.youtube.com/watchv=9JJKfFyM-CY https://www.youtube.com/watchv=9JJKfFyM-CY"  
[X Link](https://x.com/anyuser/status/1962245239348875452)  2025-08-31T20:04Z [----] followers, 411.2K engagements


"stop pattern matching to historical cycles OG whales have been exiting in droves and boomers governments and pension funds have started entering these investors sell things when they go up and buy things when they go down the world you knew no longer exists no volatility allowed if that was the cycle top that wouldve been the most pathetic cycle top of all cycle tops. and the universe wouldnt allow it. one more dump that makes everyone think its over then the most specular blow off top of all time. if that was the cycle top that wouldve been the most pathetic cycle top of all cycle tops. and"  
[X Link](https://x.com/anyuser/status/1971300106831118816)  2025-09-25T19:45Z [----] followers, [----] engagements


"$META new docs live - my fave page is the opener https://t.co/UEHdnnOSlI new docs live - my fave page is the opener https://t.co/UEHdnnOSlI"  
[X Link](https://x.com/anyuser/status/1974232724408787277)  2025-10-03T21:58Z [----] followers, 14.2K engagements


"@0xSisyphus"  
[X Link](https://x.com/anyuser/status/1976609634669699349)  2025-10-10T11:23Z [----] followers, [----] engagements


"@jvb_xyz holy shit sorry to hear that jonah wild story"  
[X Link](https://x.com/mtndrew/status/1979218131558994018)  2025-10-17T16:09Z [----] followers, 179.7K engagements


"@thedefivillain Most braindead loyal holder base of all time"  
[X Link](https://x.com/anyuser/status/1988317795499864495)  2025-11-11T18:47Z [----] followers, [----] engagements


"ok I was wrong. I'm out. it should be going down now but it's not i'm choosing to panic now rather than later whoever is buying ZEC has massive pockets and is clearly not finished yet and it's hard to believe but I think the short side might still be crowded and we could actually see an even bigger blowoff top as it gets btfo that's probably the top when all the early momentum buyers take their exit liquidity the large buyers slow down and the tourists start leaving"  
[X Link](https://x.com/mtndrew/status/1990083133618733085)  2025-11-16T15:42Z [----] followers, [---] engagements


"hurts like hell to cover at the top but that's what it takes to avoid the really big losses you win for now Zooko's Zombies"  
[X Link](https://x.com/mtndrew/status/1990083788617990326)  2025-11-16T15:45Z [----] followers, [---] engagements


"@emmareet probably because this is my only tweet"  
[X Link](https://x.com/anyuser/status/421606728581386240)  2014-01-10T11:37Z [----] followers, [--] engagements

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