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#  @thedefivillain VIKTOR
The cryptocurrency market is experiencing significant fluctuations, with various coins seeing substantial price movements. Notably, some coins like $Moodeng have seen a massive surge, with its market capitalization increasing from $35m to almost $150m in less than X days. Meanwhile, others, such as $Strk, have plummeted from $26bn to $1.28bn in XX months.
### Engagements: XXXXXX [#](/creator/twitter::1522870521414787072/interactions)
- X Week XXXXXXX +17%
- X Month XXXXXXXXX +51%
- X Months XXXXXXXXX -X%
- X Year XXXXXXXXXX -XXXX%
### Mentions: XX [#](/creator/twitter::1522870521414787072/posts_active)
- X Week XXX +17%
- X Month XXX +46%
- X Months XXXXX +36%
- X Year XXXXX +169%
### Followers: XXXXXX [#](/creator/twitter::1522870521414787072/followers)
- X Week XXXXXX +0.70%
- X Month XXXXXX +1.60%
- X Months XXXXXX +9.10%
- X Year XXXXXX +23%
### CreatorRank: XXXXXXX [#](/creator/twitter::1522870521414787072/influencer_rank)
### Social Influence [#](/creator/twitter::1522870521414787072/influence)
---
**Social category influence**
[cryptocurrencies](/list/cryptocurrencies) #1064 [finance](/list/finance) [stocks](/list/stocks) [exchanges](/list/exchanges) [nfts](/list/nfts) [currencies](/list/currencies) [technology brands](/list/technology-brands)
**Social topic influence**
[$btc](/topic/$btc), [mstr](/topic/mstr) #29, [altcoins](/topic/altcoins), [fixed income](/topic/fixed-income), [$mstr](/topic/$mstr) #36, [fartcoin](/topic/fartcoin), [saylor](/topic/saylor) #14, [coins](/topic/coins), [hyperliquid](/topic/hyperliquid), [alt](/topic/alt)
**Top accounts mentioned or mentioned by**
[@cryptodonalt](/creator/undefined) [@angleprotocol](/creator/undefined) [@grok](/creator/undefined) [@oxfunhq](/creator/undefined) [@runnerxbt](/creator/undefined) [@blknoiz06](/creator/undefined) [@gameforone](/creator/undefined) [@jarvisnetwork](/creator/undefined) [@snorlaxgolfwang](/creator/undefined) [@blockgraze](/creator/undefined) [@sigmasquared](/creator/undefined) [@outpxce](/creator/undefined) [@zemirch](/creator/undefined) [@avifelman](/creator/undefined) [@qwqiao](/creator/undefined) [@rationalgaze](/creator/undefined) [@awawattrades](/creator/undefined) [@lazyvillager1](/creator/undefined) [@moonoverlord](/creator/undefined) [@0xgeegee](/creator/undefined)
**Top assets mentioned**
[Bitcoin (BTC)](/topic/$btc) [Strategy (MSTR)](/topic/$mstr) [Fartcoin (FARTCOIN)](/topic/fartcoin) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [Ethereum (ETH)](/topic/$eth) [Hyperliquid (HYPE)](/topic/$hype) [Strike (STRK)](/topic/$strk) [HyperChainX (HYPER)](/topic/$hyper) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [Pump.fun (PUMP)](/topic/pumpfun) [SPX6900 (SPX)](/topic/$spx) [Syrup (SYRUP)](/topic/$syrup) [Fasttoken (FTN)](/topic/$ftn) [Mog Coin (MOG)](/topic/$mog) [Pepe (PEPE)](/topic/$pepe) [Pudgy Penguins (PENGU)](/topic/$pengu) [XRP (XRP)](/topic/$xrp) [Dogecoin (DOGE)](/topic/$doge) [Litecoin (LTC)](/topic/$ltc) [Aave (AAVE)](/topic/$aave) [Berachain (BERA)](/topic/$bera) [Celestia (TIA)](/topic/$tia) [Gala (GALA)](/topic/$gala) [BLAST (BLAST)](/topic/$blast) [Aptos (APT)](/topic/$apt) [Cosmos (ATOM)](/topic/$atom) [Cronos (CRO)](/topic/$cro) [Story (IP)](/topic/$ip) [Saros (SAROS)](/topic/$saros) [Walrus (WAL)](/topic/$wal) [Dog (Bitcoin) (DOG)](/topic/$dog)
### Top Social Posts [#](/creator/twitter::1522870521414787072/posts)
---
Top posts by engagements in the last XX hours
"@TraderNoah Where do you think $MSTR mNAV should trade at The new companies can buy/sell shares to arb vs the underlying but the endgame is using fixed income which justifies a premium to NAV"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945414066534596659) 2025-07-16 09:23:52 UTC 54.2K followers, XXX engagements
"$PUMP is the easiest 0.7x in size you can get in the market right now"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946129632899551643) 2025-07-18 08:47:16 UTC 54.2K followers, 40.7K engagements
"Longs I like SPX - looks too good not to break out MOG - immense strength among best memes PUMP - should at least provide one strong pump BONK - bonk guy needs a 5th offer from heaven DOOD - IP/brand szn (kek) DEGEN - vertical pumps during risk-on szn HYPE - life tends to be easier when youre long FARTCOIN - Schelling point meme"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945088315662754110) 2025-07-15 11:49:27 UTC 54.2K followers, 104.4K engagements
"He's not rushing to sell he's bullish on the treasury playbook and can get in close to risk-free He will definitely be able to sell *some* shares at a premium and he has a long timeframe. As long as the company is not having high costs he's basically not taking risks Even if the stock ended up trading at discount to NAV AND they ended up selling BTC to buyback shares if he is bullish on BTC on any timeframe it would still be a good operation"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945824227753382040) 2025-07-17 12:33:42 UTC 54.2K followers, XXX engagements
"Realistically any other team could have ended up creating PumpFun but that's clearly not true for HyperLiquid"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945812185814315088) 2025-07-17 11:45:51 UTC 54.2K followers, 2361 engagements
"The strength and longevity of a crypto treasury company rely entirely on the underlying asset Following the playbook on $BTC is a great idea but applying it to altcoins is catastrophically dangerous"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945061962351554864) 2025-07-15 10:04:43 UTC 54.1K followers, 3987 engagements
"@TraderNoah At a mature state a BTC treasury company should issue fixed income products which justify trading at a premium to NAV Alt treasury companies are almost all doomed from the get-go as they are building on sand anyway"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945442433099088303) 2025-07-16 11:16:35 UTC 54.2K followers, XXX engagements
"Okay give me your best low caps on CEXes that can pull an easy 2x-4x"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1944688466219950451) 2025-07-14 09:20:35 UTC 54.2K followers, 8356 engagements
"I spent months explaining that Saylor was definitely NOT going to blow up and that his playbook was sound and ingenious Then a bunch of people decided to launch treasury companies for $LTC $DOGE and $HYPE Yeah sorry I am not going to defend the long-term viability of these"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946289668997218638) 2025-07-18 19:23:12 UTC 54.2K followers, 6955 engagements
"The market has clearly rewarded the barbell trade among altcoins : - "Revenue generating" projects : $HYPE $AAVE $SYRUP - Pure memecoins : $SPX #FARTCOIN Anything in between Struggling hard. Especially the dozens of infra projects that are completely losing their premium"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1941542558062289225) 2025-07-05 16:59:52 UTC 54.1K followers, 11.8K engagements
"@mlmabc @SigmaSquared_ Delta neutral by having a BONK short elsewhere Where is the evidence"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945872559154553283) 2025-07-17 15:45:45 UTC 54.2K followers, XXX engagements
"The BTC ecosystem seems to contain more hot chicks than the ETH ecosystem Right or wrong"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945098993383391603) 2025-07-15 12:31:52 UTC 54.1K followers, 4387 engagements
"Few thoughts on $MSTR : - They paid the dividends for their preferred shares today by selling $MSTR. "How do they finance the dividends " = Now you have your answer. - $STRF $STRK and $STRD all pumped "hard" today probably as a consequence of these dividend payments. - As I've said it several times I think these products are severely under-valued I expect STRK and STRF to both trade above $XXX at some point. The market is waking up to the attractiveness of these stocks progressively. (STRK is an insanely great product imo) - $MSTR also pumped today (+4% vs $IBIT) DESPITE Saylor telling the"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1939779766305136712) 2025-06-30 20:15:10 UTC 54.1K followers, 5520 engagements
"One interesting thing to know with regards to crypto treasury companies in general (not specifically MSTR) is that you can lose money on the spread trade short the stock / long the underlying coin even if the mNAV (= market cap / NAV) goes down Because the treasury operations that provide the crypto yield are reducing the mNAV by design So if you were shorting Metaplanet in its early days at 20x mNAV you were taking a risk anyway because one treasury operation could decrease the mNAV by a factor of X in a week (I don't remember the exact numbers but it was something like that)"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945116764758561018) 2025-07-15 13:42:29 UTC 54.1K followers, 4002 engagements
"Once you are a $BTC bull (which I am) you must ask yourself if altcoins are going to do well As I've stated I believe altcoins are also going to remain strong from here (for a few weeks) One of the reasons for that is that even when I look at somewhat forgotten "vanilla altcoins" they look like they have exhausted sellers (vs USD but even vs BTC too) Here you can see DOGE AVAX WIF NEAR have all been making higher lows vs BTC over the past X weeks. I believe they should not die from here without ending the reflexive cycle with a spike"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945468045125730761) 2025-07-16 12:58:21 UTC 54.2K followers, 4906 engagements
"All-weather portfolio - crypto edition $TIA $BERA $GALA $BLAST $APT $ATOM"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945809886220029969) 2025-07-17 11:36:42 UTC 54.2K followers, 6188 engagements
"@tloriato_ ETHBTC chart The way BTC moves up also clearly shows it's much more healthy than the way ETH moves up"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946125350624186526) 2025-07-18 08:30:15 UTC 54.2K followers, XXX engagements
"The whole idea of a treasury company is to NOT sell the underlying You can "afford" to do this with $BTC I don't think you can afford to do that with say $HYPE"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945064153460220100) 2025-07-15 10:13:26 UTC 54.1K followers, 1207 engagements
"Q4 2023 : SOL / TIA / BONK / Ordinals / Alt L1s Q1 2024 : Memes / AI coins / RWA Q4 2025 : Dino coins / HYPE / SUI / AI agents Q3 2025 :"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1943621791827509667) 2025-07-11 10:42:00 UTC 54.2K followers, 3864 engagements
"Make the insider pump less blatant 😠$CRO"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1942567390442889289) 2025-07-08 12:52:11 UTC 54.2K followers, 9880 engagements
"What will happen once the whale's BTC will all be sold Will you be correctly positioned"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945072990519021743) 2025-07-15 10:48:33 UTC 54.1K followers, 5175 engagements
"I am talking about the downside btw I think BTC will provide a better upside than Mag7"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945086547994300837) 2025-07-15 11:42:25 UTC 54.2K followers, 2452 engagements
"$HYPER : A coin up almost 6x in a day because it got listed on Upbit (and Koreans thought it was Hyperliquid) Which does not have the "-6000% APR" funding anymore. looks like a very attractive short Is it bait or is it free money"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1943967837174788492) 2025-07-12 09:37:04 UTC 54.2K followers, 19.4K engagements
"So let me get this straight. The best thing to happen to $ETH's price action this cycle Was invented By a $BTC maxi"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945405497797976494) 2025-07-16 08:49:49 UTC 54.2K followers, 5667 engagements
"As long as the largest BTC treasury companies can keep buying We'll continue going up MSTR mNAV + price of preferred shares are the indicators to follow They have dry powder and will have for quite some time"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945041974882406621) 2025-07-15 08:45:18 UTC 54.1K followers, 4909 engagements
"List of candidates for clearly over-valued coins that could deflate in a day : $FTN $SAROS $IP $WAL"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1934374265496682519) 2025-06-15 22:15:38 UTC 54.2K followers, 3398 engagements
"Don't forget to pair your favorite altcoin / ETH beta coin with $ETH to see if their strength is really strength"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945841717380309314) 2025-07-17 13:43:12 UTC 54.2K followers, 3778 engagements
"@thespacecatjr ChatGPT would give you the answer in XX sec. Does your ETF have an increasing amount of BTC per share Nope This means that a treasury company does have a theoretical () floor that is compounding in BTC terms That's something you can't find anywhere else"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946128094072353151) 2025-07-18 08:41:09 UTC 54.2K followers, XXX engagements
"ETH memes I like : $PEPE - $7.8bn mcap $MOG - $870M $SPX - $830M $HPOS - $185M $DOG - $50M $LMEOW - $33M $JOE - $30M $KEKEC - $10M"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1873308021503439249) 2024-12-29 10:00:11 UTC 54.2K followers, 31.2K engagements
"$MSTR bought 4225 BTC ie $472M last week - $330M from the $MSTR ATM - $71M from the $STRK ATM - $55M from the $STRF ATM - $15M from the $STRD ATM A light pressure on the common stock and an increasing amount coming from the preferred stocks"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1944730039112671551) 2025-07-14 12:05:47 UTC 54.1K followers, 4613 engagements
"This an excellent debate to watch to understand the two opposite views on $MSTR Jim Chanos has been short MSTR / long BTC since December because he thinks the premium to NAV should contract (to 1X). Pierre Rochard explains that it's normal for MSTR to trade at a premium and that the equilibrium mNAV should necessarily be higher than X. I very much agree with Pierre and I think his opinion is better articulated than Chanos' one who needs to use irrational/irrealistic assumptions to make his points. (For his defense Chanos is the one who has a public trade going on.) I also agree with Pierre"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945837253189591099) 2025-07-17 13:25:27 UTC 54.2K followers, 10.8K engagements
"@cburniske They are a vessel designed to outperform BTC on a long enough timeframe very very different from GBTC"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945045538568552791) 2025-07-15 08:59:28 UTC 54.1K followers, XXX engagements
"The preferred shares of $MSTR are instruments that will grow in price in volume and in mindshare and all of the money raised gets funneled into $BTC The fixed income market is gigantic"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945935613070356728) 2025-07-17 19:56:18 UTC 54.2K followers, 2949 engagements
"Well even if $PUMP ends up going to $9bn (or more) the opportunity cost is pretty bad right now"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945917748950823067) 2025-07-17 18:45:19 UTC 54.2K followers, 4190 engagements
"Recap of the past X weeks in crypto : - $BTC dump to sub $99k on Iran-Israel conflict now already back to $107k. - Altcoins bottomed locally vs BTC on June XX but overall still struggling and lacking narratives. - $SOL ETF with staking could be approved soon $JTO and $MNDE are benefitting from it - $SYRUP has been one of the best cooks of the past X months. Other "mid cap DeFi coins with fundamentals" such as $LQTY $EUL $FLUID are candidates for a pump too - Random top performers among large caps : $SEI $PENGU $MOVE $W $BCH. $ARB is up +20% because of Robinhood L2 too. - $BANANAS31 is"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1939631939947782541) 2025-06-30 10:27:45 UTC 54.2K followers, 17.1K engagements
"What does this mean Not much this was completely expected. Basically until now he had the right to issue new shares of MSTR/STRK/STRF at any time into the market and now he also has the right to do that on STRD"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1942207561505161491) 2025-07-07 13:02:21 UTC 54.2K followers, 11.1K engagements
"I don't hold any USELESS token but the last time I've seen this PA was when FARTCOIN went from $20M to $400M with zero drawdown There can only be one FARTCOIN though"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1941477408034652527) 2025-07-05 12:40:59 UTC 54.2K followers, 122.6K engagements
"So far it's mostly been : Dino coins (again) : $XLM $HBAR $XRP Memes : $PENGU $BONK $MOG"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945094625317818846) 2025-07-15 12:14:31 UTC 54.2K followers, 5308 engagements
"$DEGEN is a coin that always goes vertical at some point during risk-on szn I am tempted to take a position and just wait to clip a 2x-3x"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1944457907229319507) 2025-07-13 18:04:26 UTC 54.1K followers, 5193 engagements
"@ryzzqq @doodles I am ready to dump on you But more seriously agree with you"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945036111870403004) 2025-07-15 08:22:00 UTC 54.1K followers, 1211 engagements
"I don't know when that will happen but pretty convinced $FTN is another coin (Bybit perp listed) that will go to zero in a day (I am not shorting it rn fwiw)"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1934248867203031266) 2025-06-15 13:57:21 UTC 54.1K followers, 10K engagements
"My article about Microstrategy is out Feel free to comment below if you have questions happy to answer"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1889624518970265986) 2025-02-12 10:36:07 UTC 54.2K followers, 60.3K engagements
"@laudaciousness @SankoGameCorp @blockgraze Still holding some spot $DMT 🥲"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1944465968543265016) 2025-07-13 18:36:27 UTC 54.1K followers, XXX engagements
"Saylor recently said that they would probably get rid of convertible bonds in their capital structure This means that $STRF will sit on top of the capital stack backed by their entire $BTC treasury Send STRF to $200"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945876672487502070) 2025-07-17 16:02:06 UTC 54.2K followers, 2345 engagements
"MSTR flywheel in full force on $SBET They raised $400M+ in a week which is pretty impressive. Saylor raised "only" $300M+ last week through the MSTR ATM. That's overall bullish for $ETH and alts. Basically SBET will keep buying ETH as long as the SBET/ETH ratio does not dump"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945117598103793977) 2025-07-15 13:45:48 UTC 54.2K followers, 16K engagements
"Not a single on-chain runner during this risk-on szn Either the market has changed or we still have a lot of gas in the tank"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946215038215163949) 2025-07-18 14:26:38 UTC 54.2K followers, 17.7K engagements
"$M is still a $4bn FDV coin for no other reason that extremely low float The most similar coin I can think of might be $ALEO which pumped to almost $10bn after launch and currently trades at $400M FDV. But in the meantime there is always a risk of $M being crimed up so it's not risk-free"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945079911040831750) 2025-07-15 11:16:03 UTC 54.2K followers, 5889 engagements
"But you know what BTC will not care about these altcoin treasury companies collapsing"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945062027006742798) 2025-07-15 10:04:59 UTC 54.1K followers, 1573 engagements
"Tens of companies buying $BTC on a weekly basis Then it will be hundreds And they don't intend to sell anytime soon Don't be a bear we're going higher"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1944343702043824311) 2025-07-13 10:30:37 UTC 54.1K followers, 12.3K engagements
"Having spent a lot of time in the short altcoins / long $BTC trade is actually quite useful in the current environment to get a sense of how the people still in the trade are feeling My guess is it's too painful for them to close to the trade even if they have a feeling that alts might be going higher We've seen XRP add $100bn worth of FDV in a week while most second-class coins haven't moved yet We don't top before these start pumping imo A lot of energy has been injected into the market it needs some time to spread and it ends with spikes on shitty coins"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945783068092187057) 2025-07-17 09:50:08 UTC 54.2K followers, 6677 engagements
"The only concern I have rn is that OI is up only since $109k"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945045211106742565) 2025-07-15 08:58:10 UTC 54.2K followers, 3017 engagements
"This reinforces the alt outperformance too as long as BTC stalls and does not dump too aggressively"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946126182954443183) 2025-07-18 08:33:33 UTC 54.2K followers, 2690 engagements
"Tell me you've never looked at the $MSTR balance sheet without telling me"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946129182615876023) 2025-07-18 08:45:29 UTC 54.2K followers, 5074 engagements
"How do you explain to your wife that you are down -XX% holding $BUTTHOLE which you bought with the thesis that 'it was a beta coin to $FARTCOIN'"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1878509014209757379) 2025-01-12 18:27:04 UTC 54.1K followers, 20.4K engagements
"It's quite simple as long as the SBET/ETH ratio does not collapse they will keep buying $ETH"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945801248000590016) 2025-07-17 11:02:23 UTC 54.2K followers, 4162 engagements
"$M is another coin that went up crazy recently but looks more dangerous to short. The funding rate is still standing at -7000% right now CMC and CoinGecko show a $7bn FDV but the float is extremely tiny probably 10x lower than the $1bn mcap they are reporting It will probably be easier to wait for the funding to normalize but maybe the price will be lower when this happens"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1943972178434650321) 2025-07-12 09:54:19 UTC 54.2K followers, 20.6K engagements
"I am not long $PENGU but the market loves Schelling points which leads to a few outliers having massive returns. PENGU is a fitting candidate given how vertical the move is. Careful if you are on the short side even if valuation is becoming large and it's already up almost 10x from the bottom"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945417267740598585) 2025-07-16 09:36:35 UTC 54.2K followers, 4552 engagements
"Obviously things will get much more heated in the meantime and some of these alt treasury companies can offer great trades but yes they are likely to end badly"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945064817561161840) 2025-07-15 10:16:04 UTC 54.1K followers, 2443 engagements
"What's your best argument for $BTC NOT going to have a Mag7-like price action from now on"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945083826104922167) 2025-07-15 11:31:36 UTC 54.1K followers, 7147 engagements
"It seems very obvious that PumpFun success is much more about "right place right time right product" than HyperLiquid which has genuinely created a top-notch product"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945806804291616998) 2025-07-17 11:24:28 UTC 54.2K followers, 8818 engagements
"It's called accretive dilution they only dilute in a way that increases BTC per share. It works either by selling stocks and buying BTC when the stock trades at a premium to NAV. Or by issuing fixed income instruments that have a yield which is lower than the BTC CAGR. Obviously it does not work on an altcoin that has negative long-term CAGR but it works on BTC IF you are bullish on BTC"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946131219512508484) 2025-07-18 08:53:34 UTC 54.2K followers, XXX engagements
"So the 80k $BTC whale : - Sent 40k BTC to Galaxy Digital - Still has 40k BTC sitting (= these have not been moved since the initial consolidation so maybe he does not plan to sell them yet ) Among the 40k BTC sent to Galaxy they are still holding 24k but some of these have probably been sold already So my guess is around 20k BTC have been sold 20k still to sell and maybe () the last 40k are for another time (not an immediate concern). Thank you @PC_PR1NCIPAL for your investigation"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945053763477156222) 2025-07-15 09:32:09 UTC 54.1K followers, 25.5K engagements
"@ZeMirch long $dood to retire your bloodline ðŸ˜"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945120934471328187) 2025-07-15 13:59:04 UTC 54.2K followers, XXX engagements
"@burstingbagel @TraderNoah Yes they are selling MSTR shares just like they are selling MSTR to buy BTC that's how they monetize their structure I think it's sustainable if you have a bullish view on BTC. If you don't then you can expect it to collapse"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945489520771695020) 2025-07-16 14:23:41 UTC 54.2K followers, XXX engagements
"That's very true on launch which is why you should be careful about the new ones but the further away you get from the deal the less this matters. For example on MSTR all investors are on an equal footing A treasury company should also be NAV because of its ability to issue fixed income products or to generate revenue from its assets"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945415054167507314) 2025-07-16 09:27:47 UTC 54.2K followers, XXX engagements
"@thespacecatjr I can't take you seriously on the treasury topic given your first tweet"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1946135242906988653) 2025-07-18 09:09:34 UTC 54.2K followers, XX engagements
"The reason for me flipping quickly from a bearish to a bullish bias on altcoins is because of reflexivity $BTC going into price discovery means that animal spirits go into altcoins which then dramatically changes the risk-profile of these alts : Once reflexivity kicks in these can 2x-5x in a very short time as pumps attract significant inflows of buyers and early short-sellers end up fueling the final legs If altcoins are going to get a risk-on szn it has to be now and being on the wrong side of the trade carries a horrendous r/r On top of that add the reflexive nature of the $SBET $ETH"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945450425744011621) 2025-07-16 11:48:20 UTC 54.2K followers, 3608 engagements
"Basically the Saylor "concernooors" have a correct intuition about how these things can collapse in the end but they don't realize that Saylor and many of the BTC treasury copycats can completely avoid this scenario (and thrive). thanks to the strength of BTC as an asset"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945064945042796763) 2025-07-15 10:16:35 UTC 54.1K followers, 2397 engagements
"@satosPom @AgentChud Sell fixed income instruments buy BTC OR sell common stock buy BTC"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945933568363905087) 2025-07-17 19:48:11 UTC 54.2K followers, XXX engagements
"$XRP pumping is probably more a consequence of the $ETH inflows flows (which always spill over into altcoins) than about idiosyncratic XRP strength like in November That being said my expectation that it was perma-topped will probably be invalidated very soon 👀 Congrats XRP Army"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945776802053365766) 2025-07-17 09:25:15 UTC 54.2K followers, 3427 engagements
"The same thing is true with $PEPE It didn't get any mindshare so far during this move and I simply think there is too much energy in the market not to end up flowing in it Just like it happened in early 2024 or in November 2024"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945774487619702795) 2025-07-17 09:16:03 UTC 54.2K followers, 5685 engagements
"FARTCOIN seems to be the most cannibalized coin since PUMP launch Whereas BONK has been extremely strong I think they should all pump in the end but maybe I am just a bulltard"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945069585465544739) 2025-07-15 10:35:01 UTC 54.1K followers, 8308 engagements
"You know how it works with these public sales Once they are about halfway through people start frontrunning the fact that it's over soon Which corresponds to a great entry If you were sidelined you can probably thank this 80k BTC whale mfer"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945038100175999080) 2025-07-15 08:29:54 UTC 54.2K followers, 27.1K engagements
"What I find interesting though is that the ATM amounts chosen for each preferred are not the same and even if they are high arbitrary ceilings that won't be reached in the near term they are signaling something : - $STRF ("investment-grade bond") : $2.1bn - $STRK ("convertible bond") : $21bn - $STRD ("junk bond") : $4.2bn You can see that the ATM for STRK is much larger which makes sense because STRK is convertible into MSTR so the burden of the dividend payments is less important on STRK and STRK also has a much higher upside than STRF/STRD. A lot of people are scared about the dividend"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1942224050576597330) 2025-07-07 14:07:53 UTC 54.2K followers, 6544 engagements
"I still think the best framework is risk-on szn vs "cycle" Which means : - No 'cycle top' on BTC - Few weeks of significant strength in the whole market - Alts manage to outperform BTC during risk-on szn - Get cautious once alts start doing crazy things - Hedge by shorting alts when this happens"
 [@thedefivillain](/creator/x/thedefivillain) on [X](/post/tweet/1945431260123336803) 2025-07-16 10:32:11 UTC 54.2K followers, 10.1K 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.]
@thedefivillain VIKTOR
The cryptocurrency market is experiencing significant fluctuations, with various coins seeing substantial price movements. Notably, some coins like $Moodeng have seen a massive surge, with its market capitalization increasing from $35m to almost $150m in less than X days. Meanwhile, others, such as $Strk, have plummeted from $26bn to $1.28bn in XX months.
Engagements: XXXXXX #
- X Week XXXXXXX +17%
- X Month XXXXXXXXX +51%
- X Months XXXXXXXXX -X%
- X Year XXXXXXXXXX -XXXX%
Mentions: XX #
- X Week XXX +17%
- X Month XXX +46%
- X Months XXXXX +36%
- X Year XXXXX +169%
Followers: XXXXXX #
- X Week XXXXXX +0.70%
- X Month XXXXXX +1.60%
- X Months XXXXXX +9.10%
- X Year XXXXXX +23%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence cryptocurrencies #1064 finance stocks exchanges nfts currencies technology brands
Social topic influence $btc, mstr #29, altcoins, fixed income, $mstr #36, fartcoin, saylor #14, coins, hyperliquid, alt
Top accounts mentioned or mentioned by @cryptodonalt @angleprotocol @grok @oxfunhq @runnerxbt @blknoiz06 @gameforone @jarvisnetwork @snorlaxgolfwang @blockgraze @sigmasquared @outpxce @zemirch @avifelman @qwqiao @rationalgaze @awawattrades @lazyvillager1 @moonoverlord @0xgeegee
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Fartcoin (FARTCOIN) Strategy Incorporated (STRF) Stride (STRD) Ethereum (ETH) Hyperliquid (HYPE) Strike (STRK) HyperChainX (HYPER) PumpBTC (Governance token) (PUMP) Pump.fun (PUMP) SPX6900 (SPX) Syrup (SYRUP) Fasttoken (FTN) Mog Coin (MOG) Pepe (PEPE) Pudgy Penguins (PENGU) XRP (XRP) Dogecoin (DOGE) Litecoin (LTC) Aave (AAVE) Berachain (BERA) Celestia (TIA) Gala (GALA) BLAST (BLAST) Aptos (APT) Cosmos (ATOM) Cronos (CRO) Story (IP) Saros (SAROS) Walrus (WAL) Dog (Bitcoin) (DOG)
Top Social Posts #
Top posts by engagements in the last XX hours
"@TraderNoah Where do you think $MSTR mNAV should trade at The new companies can buy/sell shares to arb vs the underlying but the endgame is using fixed income which justifies a premium to NAV"
@thedefivillain on X 2025-07-16 09:23:52 UTC 54.2K followers, XXX engagements
"$PUMP is the easiest 0.7x in size you can get in the market right now" @thedefivillain on X 2025-07-18 08:47:16 UTC 54.2K followers, 40.7K engagements
"Longs I like SPX - looks too good not to break out MOG - immense strength among best memes PUMP - should at least provide one strong pump BONK - bonk guy needs a 5th offer from heaven DOOD - IP/brand szn (kek) DEGEN - vertical pumps during risk-on szn HYPE - life tends to be easier when youre long FARTCOIN - Schelling point meme" @thedefivillain on X 2025-07-15 11:49:27 UTC 54.2K followers, 104.4K engagements
"He's not rushing to sell he's bullish on the treasury playbook and can get in close to risk-free He will definitely be able to sell some shares at a premium and he has a long timeframe. As long as the company is not having high costs he's basically not taking risks Even if the stock ended up trading at discount to NAV AND they ended up selling BTC to buyback shares if he is bullish on BTC on any timeframe it would still be a good operation" @thedefivillain on X 2025-07-17 12:33:42 UTC 54.2K followers, XXX engagements
"Realistically any other team could have ended up creating PumpFun but that's clearly not true for HyperLiquid" @thedefivillain on X 2025-07-17 11:45:51 UTC 54.2K followers, 2361 engagements
"The strength and longevity of a crypto treasury company rely entirely on the underlying asset Following the playbook on $BTC is a great idea but applying it to altcoins is catastrophically dangerous" @thedefivillain on X 2025-07-15 10:04:43 UTC 54.1K followers, 3987 engagements
"@TraderNoah At a mature state a BTC treasury company should issue fixed income products which justify trading at a premium to NAV Alt treasury companies are almost all doomed from the get-go as they are building on sand anyway" @thedefivillain on X 2025-07-16 11:16:35 UTC 54.2K followers, XXX engagements
"Okay give me your best low caps on CEXes that can pull an easy 2x-4x" @thedefivillain on X 2025-07-14 09:20:35 UTC 54.2K followers, 8356 engagements
"I spent months explaining that Saylor was definitely NOT going to blow up and that his playbook was sound and ingenious Then a bunch of people decided to launch treasury companies for $LTC $DOGE and $HYPE Yeah sorry I am not going to defend the long-term viability of these" @thedefivillain on X 2025-07-18 19:23:12 UTC 54.2K followers, 6955 engagements
"The market has clearly rewarded the barbell trade among altcoins : - "Revenue generating" projects : $HYPE $AAVE $SYRUP - Pure memecoins : $SPX #FARTCOIN Anything in between Struggling hard. Especially the dozens of infra projects that are completely losing their premium" @thedefivillain on X 2025-07-05 16:59:52 UTC 54.1K followers, 11.8K engagements
"@mlmabc @SigmaSquared_ Delta neutral by having a BONK short elsewhere Where is the evidence" @thedefivillain on X 2025-07-17 15:45:45 UTC 54.2K followers, XXX engagements
"The BTC ecosystem seems to contain more hot chicks than the ETH ecosystem Right or wrong" @thedefivillain on X 2025-07-15 12:31:52 UTC 54.1K followers, 4387 engagements
"Few thoughts on $MSTR : - They paid the dividends for their preferred shares today by selling $MSTR. "How do they finance the dividends " = Now you have your answer. - $STRF $STRK and $STRD all pumped "hard" today probably as a consequence of these dividend payments. - As I've said it several times I think these products are severely under-valued I expect STRK and STRF to both trade above $XXX at some point. The market is waking up to the attractiveness of these stocks progressively. (STRK is an insanely great product imo) - $MSTR also pumped today (+4% vs $IBIT) DESPITE Saylor telling the" @thedefivillain on X 2025-06-30 20:15:10 UTC 54.1K followers, 5520 engagements
"One interesting thing to know with regards to crypto treasury companies in general (not specifically MSTR) is that you can lose money on the spread trade short the stock / long the underlying coin even if the mNAV (= market cap / NAV) goes down Because the treasury operations that provide the crypto yield are reducing the mNAV by design So if you were shorting Metaplanet in its early days at 20x mNAV you were taking a risk anyway because one treasury operation could decrease the mNAV by a factor of X in a week (I don't remember the exact numbers but it was something like that)" @thedefivillain on X 2025-07-15 13:42:29 UTC 54.1K followers, 4002 engagements
"Once you are a $BTC bull (which I am) you must ask yourself if altcoins are going to do well As I've stated I believe altcoins are also going to remain strong from here (for a few weeks) One of the reasons for that is that even when I look at somewhat forgotten "vanilla altcoins" they look like they have exhausted sellers (vs USD but even vs BTC too) Here you can see DOGE AVAX WIF NEAR have all been making higher lows vs BTC over the past X weeks. I believe they should not die from here without ending the reflexive cycle with a spike" @thedefivillain on X 2025-07-16 12:58:21 UTC 54.2K followers, 4906 engagements
"All-weather portfolio - crypto edition $TIA $BERA $GALA $BLAST $APT $ATOM" @thedefivillain on X 2025-07-17 11:36:42 UTC 54.2K followers, 6188 engagements
"@tloriato_ ETHBTC chart The way BTC moves up also clearly shows it's much more healthy than the way ETH moves up" @thedefivillain on X 2025-07-18 08:30:15 UTC 54.2K followers, XXX engagements
"The whole idea of a treasury company is to NOT sell the underlying You can "afford" to do this with $BTC I don't think you can afford to do that with say $HYPE" @thedefivillain on X 2025-07-15 10:13:26 UTC 54.1K followers, 1207 engagements
"Q4 2023 : SOL / TIA / BONK / Ordinals / Alt L1s Q1 2024 : Memes / AI coins / RWA Q4 2025 : Dino coins / HYPE / SUI / AI agents Q3 2025 :" @thedefivillain on X 2025-07-11 10:42:00 UTC 54.2K followers, 3864 engagements
"Make the insider pump less blatant 😠$CRO" @thedefivillain on X 2025-07-08 12:52:11 UTC 54.2K followers, 9880 engagements
"What will happen once the whale's BTC will all be sold Will you be correctly positioned" @thedefivillain on X 2025-07-15 10:48:33 UTC 54.1K followers, 5175 engagements
"I am talking about the downside btw I think BTC will provide a better upside than Mag7" @thedefivillain on X 2025-07-15 11:42:25 UTC 54.2K followers, 2452 engagements
"$HYPER : A coin up almost 6x in a day because it got listed on Upbit (and Koreans thought it was Hyperliquid) Which does not have the "-6000% APR" funding anymore. looks like a very attractive short Is it bait or is it free money" @thedefivillain on X 2025-07-12 09:37:04 UTC 54.2K followers, 19.4K engagements
"So let me get this straight. The best thing to happen to $ETH's price action this cycle Was invented By a $BTC maxi" @thedefivillain on X 2025-07-16 08:49:49 UTC 54.2K followers, 5667 engagements
"As long as the largest BTC treasury companies can keep buying We'll continue going up MSTR mNAV + price of preferred shares are the indicators to follow They have dry powder and will have for quite some time" @thedefivillain on X 2025-07-15 08:45:18 UTC 54.1K followers, 4909 engagements
"List of candidates for clearly over-valued coins that could deflate in a day : $FTN $SAROS $IP $WAL" @thedefivillain on X 2025-06-15 22:15:38 UTC 54.2K followers, 3398 engagements
"Don't forget to pair your favorite altcoin / ETH beta coin with $ETH to see if their strength is really strength" @thedefivillain on X 2025-07-17 13:43:12 UTC 54.2K followers, 3778 engagements
"@thespacecatjr ChatGPT would give you the answer in XX sec. Does your ETF have an increasing amount of BTC per share Nope This means that a treasury company does have a theoretical () floor that is compounding in BTC terms That's something you can't find anywhere else" @thedefivillain on X 2025-07-18 08:41:09 UTC 54.2K followers, XXX engagements
"ETH memes I like : $PEPE - $7.8bn mcap $MOG - $870M $SPX - $830M $HPOS - $185M $DOG - $50M $LMEOW - $33M $JOE - $30M $KEKEC - $10M" @thedefivillain on X 2024-12-29 10:00:11 UTC 54.2K followers, 31.2K engagements
"$MSTR bought 4225 BTC ie $472M last week - $330M from the $MSTR ATM - $71M from the $STRK ATM - $55M from the $STRF ATM - $15M from the $STRD ATM A light pressure on the common stock and an increasing amount coming from the preferred stocks" @thedefivillain on X 2025-07-14 12:05:47 UTC 54.1K followers, 4613 engagements
"This an excellent debate to watch to understand the two opposite views on $MSTR Jim Chanos has been short MSTR / long BTC since December because he thinks the premium to NAV should contract (to 1X). Pierre Rochard explains that it's normal for MSTR to trade at a premium and that the equilibrium mNAV should necessarily be higher than X. I very much agree with Pierre and I think his opinion is better articulated than Chanos' one who needs to use irrational/irrealistic assumptions to make his points. (For his defense Chanos is the one who has a public trade going on.) I also agree with Pierre" @thedefivillain on X 2025-07-17 13:25:27 UTC 54.2K followers, 10.8K engagements
"@cburniske They are a vessel designed to outperform BTC on a long enough timeframe very very different from GBTC" @thedefivillain on X 2025-07-15 08:59:28 UTC 54.1K followers, XXX engagements
"The preferred shares of $MSTR are instruments that will grow in price in volume and in mindshare and all of the money raised gets funneled into $BTC The fixed income market is gigantic" @thedefivillain on X 2025-07-17 19:56:18 UTC 54.2K followers, 2949 engagements
"Well even if $PUMP ends up going to $9bn (or more) the opportunity cost is pretty bad right now" @thedefivillain on X 2025-07-17 18:45:19 UTC 54.2K followers, 4190 engagements
"Recap of the past X weeks in crypto : - $BTC dump to sub $99k on Iran-Israel conflict now already back to $107k. - Altcoins bottomed locally vs BTC on June XX but overall still struggling and lacking narratives. - $SOL ETF with staking could be approved soon $JTO and $MNDE are benefitting from it - $SYRUP has been one of the best cooks of the past X months. Other "mid cap DeFi coins with fundamentals" such as $LQTY $EUL $FLUID are candidates for a pump too - Random top performers among large caps : $SEI $PENGU $MOVE $W $BCH. $ARB is up +20% because of Robinhood L2 too. - $BANANAS31 is" @thedefivillain on X 2025-06-30 10:27:45 UTC 54.2K followers, 17.1K engagements
"What does this mean Not much this was completely expected. Basically until now he had the right to issue new shares of MSTR/STRK/STRF at any time into the market and now he also has the right to do that on STRD" @thedefivillain on X 2025-07-07 13:02:21 UTC 54.2K followers, 11.1K engagements
"I don't hold any USELESS token but the last time I've seen this PA was when FARTCOIN went from $20M to $400M with zero drawdown There can only be one FARTCOIN though" @thedefivillain on X 2025-07-05 12:40:59 UTC 54.2K followers, 122.6K engagements
"So far it's mostly been : Dino coins (again) : $XLM $HBAR $XRP Memes : $PENGU $BONK $MOG" @thedefivillain on X 2025-07-15 12:14:31 UTC 54.2K followers, 5308 engagements
"$DEGEN is a coin that always goes vertical at some point during risk-on szn I am tempted to take a position and just wait to clip a 2x-3x" @thedefivillain on X 2025-07-13 18:04:26 UTC 54.1K followers, 5193 engagements
"@ryzzqq @doodles I am ready to dump on you But more seriously agree with you" @thedefivillain on X 2025-07-15 08:22:00 UTC 54.1K followers, 1211 engagements
"I don't know when that will happen but pretty convinced $FTN is another coin (Bybit perp listed) that will go to zero in a day (I am not shorting it rn fwiw)" @thedefivillain on X 2025-06-15 13:57:21 UTC 54.1K followers, 10K engagements
"My article about Microstrategy is out Feel free to comment below if you have questions happy to answer" @thedefivillain on X 2025-02-12 10:36:07 UTC 54.2K followers, 60.3K engagements
"@laudaciousness @SankoGameCorp @blockgraze Still holding some spot $DMT 🥲" @thedefivillain on X 2025-07-13 18:36:27 UTC 54.1K followers, XXX engagements
"Saylor recently said that they would probably get rid of convertible bonds in their capital structure This means that $STRF will sit on top of the capital stack backed by their entire $BTC treasury Send STRF to $200" @thedefivillain on X 2025-07-17 16:02:06 UTC 54.2K followers, 2345 engagements
"MSTR flywheel in full force on $SBET They raised $400M+ in a week which is pretty impressive. Saylor raised "only" $300M+ last week through the MSTR ATM. That's overall bullish for $ETH and alts. Basically SBET will keep buying ETH as long as the SBET/ETH ratio does not dump" @thedefivillain on X 2025-07-15 13:45:48 UTC 54.2K followers, 16K engagements
"Not a single on-chain runner during this risk-on szn Either the market has changed or we still have a lot of gas in the tank" @thedefivillain on X 2025-07-18 14:26:38 UTC 54.2K followers, 17.7K engagements
"$M is still a $4bn FDV coin for no other reason that extremely low float The most similar coin I can think of might be $ALEO which pumped to almost $10bn after launch and currently trades at $400M FDV. But in the meantime there is always a risk of $M being crimed up so it's not risk-free" @thedefivillain on X 2025-07-15 11:16:03 UTC 54.2K followers, 5889 engagements
"But you know what BTC will not care about these altcoin treasury companies collapsing" @thedefivillain on X 2025-07-15 10:04:59 UTC 54.1K followers, 1573 engagements
"Tens of companies buying $BTC on a weekly basis Then it will be hundreds And they don't intend to sell anytime soon Don't be a bear we're going higher" @thedefivillain on X 2025-07-13 10:30:37 UTC 54.1K followers, 12.3K engagements
"Having spent a lot of time in the short altcoins / long $BTC trade is actually quite useful in the current environment to get a sense of how the people still in the trade are feeling My guess is it's too painful for them to close to the trade even if they have a feeling that alts might be going higher We've seen XRP add $100bn worth of FDV in a week while most second-class coins haven't moved yet We don't top before these start pumping imo A lot of energy has been injected into the market it needs some time to spread and it ends with spikes on shitty coins" @thedefivillain on X 2025-07-17 09:50:08 UTC 54.2K followers, 6677 engagements
"The only concern I have rn is that OI is up only since $109k" @thedefivillain on X 2025-07-15 08:58:10 UTC 54.2K followers, 3017 engagements
"This reinforces the alt outperformance too as long as BTC stalls and does not dump too aggressively" @thedefivillain on X 2025-07-18 08:33:33 UTC 54.2K followers, 2690 engagements
"Tell me you've never looked at the $MSTR balance sheet without telling me" @thedefivillain on X 2025-07-18 08:45:29 UTC 54.2K followers, 5074 engagements
"How do you explain to your wife that you are down -XX% holding $BUTTHOLE which you bought with the thesis that 'it was a beta coin to $FARTCOIN'" @thedefivillain on X 2025-01-12 18:27:04 UTC 54.1K followers, 20.4K engagements
"It's quite simple as long as the SBET/ETH ratio does not collapse they will keep buying $ETH" @thedefivillain on X 2025-07-17 11:02:23 UTC 54.2K followers, 4162 engagements
"$M is another coin that went up crazy recently but looks more dangerous to short. The funding rate is still standing at -7000% right now CMC and CoinGecko show a $7bn FDV but the float is extremely tiny probably 10x lower than the $1bn mcap they are reporting It will probably be easier to wait for the funding to normalize but maybe the price will be lower when this happens" @thedefivillain on X 2025-07-12 09:54:19 UTC 54.2K followers, 20.6K engagements
"I am not long $PENGU but the market loves Schelling points which leads to a few outliers having massive returns. PENGU is a fitting candidate given how vertical the move is. Careful if you are on the short side even if valuation is becoming large and it's already up almost 10x from the bottom" @thedefivillain on X 2025-07-16 09:36:35 UTC 54.2K followers, 4552 engagements
"Obviously things will get much more heated in the meantime and some of these alt treasury companies can offer great trades but yes they are likely to end badly" @thedefivillain on X 2025-07-15 10:16:04 UTC 54.1K followers, 2443 engagements
"What's your best argument for $BTC NOT going to have a Mag7-like price action from now on" @thedefivillain on X 2025-07-15 11:31:36 UTC 54.1K followers, 7147 engagements
"It seems very obvious that PumpFun success is much more about "right place right time right product" than HyperLiquid which has genuinely created a top-notch product" @thedefivillain on X 2025-07-17 11:24:28 UTC 54.2K followers, 8818 engagements
"It's called accretive dilution they only dilute in a way that increases BTC per share. It works either by selling stocks and buying BTC when the stock trades at a premium to NAV. Or by issuing fixed income instruments that have a yield which is lower than the BTC CAGR. Obviously it does not work on an altcoin that has negative long-term CAGR but it works on BTC IF you are bullish on BTC" @thedefivillain on X 2025-07-18 08:53:34 UTC 54.2K followers, XXX engagements
"So the 80k $BTC whale : - Sent 40k BTC to Galaxy Digital - Still has 40k BTC sitting (= these have not been moved since the initial consolidation so maybe he does not plan to sell them yet ) Among the 40k BTC sent to Galaxy they are still holding 24k but some of these have probably been sold already So my guess is around 20k BTC have been sold 20k still to sell and maybe () the last 40k are for another time (not an immediate concern). Thank you @PC_PR1NCIPAL for your investigation" @thedefivillain on X 2025-07-15 09:32:09 UTC 54.1K followers, 25.5K engagements
"@ZeMirch long $dood to retire your bloodline ðŸ˜" @thedefivillain on X 2025-07-15 13:59:04 UTC 54.2K followers, XXX engagements
"@burstingbagel @TraderNoah Yes they are selling MSTR shares just like they are selling MSTR to buy BTC that's how they monetize their structure I think it's sustainable if you have a bullish view on BTC. If you don't then you can expect it to collapse" @thedefivillain on X 2025-07-16 14:23:41 UTC 54.2K followers, XXX engagements
"That's very true on launch which is why you should be careful about the new ones but the further away you get from the deal the less this matters. For example on MSTR all investors are on an equal footing A treasury company should also be NAV because of its ability to issue fixed income products or to generate revenue from its assets" @thedefivillain on X 2025-07-16 09:27:47 UTC 54.2K followers, XXX engagements
"@thespacecatjr I can't take you seriously on the treasury topic given your first tweet" @thedefivillain on X 2025-07-18 09:09:34 UTC 54.2K followers, XX engagements
"The reason for me flipping quickly from a bearish to a bullish bias on altcoins is because of reflexivity $BTC going into price discovery means that animal spirits go into altcoins which then dramatically changes the risk-profile of these alts : Once reflexivity kicks in these can 2x-5x in a very short time as pumps attract significant inflows of buyers and early short-sellers end up fueling the final legs If altcoins are going to get a risk-on szn it has to be now and being on the wrong side of the trade carries a horrendous r/r On top of that add the reflexive nature of the $SBET $ETH" @thedefivillain on X 2025-07-16 11:48:20 UTC 54.2K followers, 3608 engagements
"Basically the Saylor "concernooors" have a correct intuition about how these things can collapse in the end but they don't realize that Saylor and many of the BTC treasury copycats can completely avoid this scenario (and thrive). thanks to the strength of BTC as an asset" @thedefivillain on X 2025-07-15 10:16:35 UTC 54.1K followers, 2397 engagements
"@satosPom @AgentChud Sell fixed income instruments buy BTC OR sell common stock buy BTC" @thedefivillain on X 2025-07-17 19:48:11 UTC 54.2K followers, XXX engagements
"$XRP pumping is probably more a consequence of the $ETH inflows flows (which always spill over into altcoins) than about idiosyncratic XRP strength like in November That being said my expectation that it was perma-topped will probably be invalidated very soon 👀 Congrats XRP Army" @thedefivillain on X 2025-07-17 09:25:15 UTC 54.2K followers, 3427 engagements
"The same thing is true with $PEPE It didn't get any mindshare so far during this move and I simply think there is too much energy in the market not to end up flowing in it Just like it happened in early 2024 or in November 2024" @thedefivillain on X 2025-07-17 09:16:03 UTC 54.2K followers, 5685 engagements
"FARTCOIN seems to be the most cannibalized coin since PUMP launch Whereas BONK has been extremely strong I think they should all pump in the end but maybe I am just a bulltard" @thedefivillain on X 2025-07-15 10:35:01 UTC 54.1K followers, 8308 engagements
"You know how it works with these public sales Once they are about halfway through people start frontrunning the fact that it's over soon Which corresponds to a great entry If you were sidelined you can probably thank this 80k BTC whale mfer" @thedefivillain on X 2025-07-15 08:29:54 UTC 54.2K followers, 27.1K engagements
"What I find interesting though is that the ATM amounts chosen for each preferred are not the same and even if they are high arbitrary ceilings that won't be reached in the near term they are signaling something : - $STRF ("investment-grade bond") : $2.1bn - $STRK ("convertible bond") : $21bn - $STRD ("junk bond") : $4.2bn You can see that the ATM for STRK is much larger which makes sense because STRK is convertible into MSTR so the burden of the dividend payments is less important on STRK and STRK also has a much higher upside than STRF/STRD. A lot of people are scared about the dividend" @thedefivillain on X 2025-07-07 14:07:53 UTC 54.2K followers, 6544 engagements
"I still think the best framework is risk-on szn vs "cycle" Which means : - No 'cycle top' on BTC - Few weeks of significant strength in the whole market - Alts manage to outperform BTC during risk-on szn - Get cautious once alts start doing crazy things - Hedge by shorting alts when this happens" @thedefivillain on X 2025-07-16 10:32:11 UTC 54.2K followers, 10.1K engagements