[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.] #  @tonycarrera Tony Carrera Tony Carrera posts on X about bitcoin, $mstr, mstr, $mtplf the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::13871542/interactions)  - X Week XXXXXX +360% - X Month XXXXXX -XX% - X Months XXXXXXX +421% - X Year XXXXXXX +49,681% ### Mentions: XX [#](/creator/twitter::13871542/posts_active)  - X Week XX +108% - X Month XX +20% - X Months XXX +321% - X Year XXX +4,767% ### Followers: XXXXX [#](/creator/twitter::13871542/followers)  - X Week XXXXX +2.90% - X Month XXXXX +3.30% - X Months XXXXX +128% - X Year XXXXX +130% ### CreatorRank: XXXXXXX [#](/creator/twitter::13871542/influencer_rank)  ### Social Influence [#](/creator/twitter::13871542/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #4374 [stocks](/list/stocks) XXXX% [finance](/list/finance) XXXX% [automotive brands](/list/automotive-brands) XXX% **Social topic influence** [bitcoin](/topic/bitcoin) #1741, [$mstr](/topic/$mstr) #136, [mstr](/topic/mstr) #106, [$mtplf](/topic/$mtplf) #75, [$swc](/topic/$swc) #1, [$130k](/topic/$130k) 0.81%, [saylor](/topic/saylor) #98, [jesse](/topic/jesse) 0.81%, [$tswcf](/topic/$tswcf) #2, [$clsk](/topic/$clsk) XXX% **Top accounts mentioned or mentioned by** [@actuallyclimber](/creator/undefined) [@roaringragnar](/creator/undefined) [@adrianrmorris](/creator/undefined) [@ambofqwan](/creator/undefined) [@hermeslux](/creator/undefined) [@saylor](/creator/undefined) [@gerovich](/creator/undefined) [@zynxbtc](/creator/undefined) [@joshmandell6](/creator/undefined) [@asjwebley](/creator/undefined) [@tslaish](/creator/undefined) [@mckhristina](/creator/undefined) [@bitcoinpierre](/creator/undefined) [@mstrhodlr](/creator/undefined) [@richardbyworth](/creator/undefined) [@yieldmaxetfs](/creator/undefined) [@offiucrs](/creator/undefined) [@investorsmarter](/creator/undefined) [@hillerydan](/creator/undefined) [@adam3us](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [CLEANSPARK INC (CLSK)](/topic/$clsk) [MARA Holdings, Inc. (MARA)](/topic/$mara) [IREN Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [The Smarter Web Co. (SWC.AQ)](/topic/the-smarter-web) ### Top Social Posts [#](/creator/twitter::13871542/posts) --- Top posts by engagements in the last XX hours "I know little about Bitcoin miners and even less about the demand for AI compute or data centers. It's clear that $IREN $CIFR $CLSK $MARA and others have an advantage if data centers and energy are as scarce as we're being told. One concern with these miners/data center plays is the development of more energy-efficient AI tech. I believe there's a very good chance developers/engineers will likely achieve the same or better AI performance with significantly lower energy requirements. Kind of like what DeepSeek claimed they could do with XX% less energy. I'm out of my depth here and open to" [X Link](https://x.com/tonycarrera/status/1978116055332471090) [@tonycarrera](/creator/x/tonycarrera) 2025-10-14T15:09Z 1174 followers, 1837 engagements "Photo of @saylor and @gerovich waiting to ATM/MSW $MSTR / $MTPLF when Bitcoin breaks $130K" [X Link](https://x.com/tonycarrera/status/1978627075612254601) [@tonycarrera](/creator/x/tonycarrera) 2025-10-16T01:00Z 1172 followers, XXX engagements "I always thought this would be bullish but not sure most Joe Rogan viewers will understand Saylor comparing Bitcoin to a swarm of cyber hornets waterfalls refining crude oil or thermodynamic principles of energy conversion and preservation. 😆 Maybe @jackmallers could be the next guest" [X Link](https://x.com/tonycarrera/status/1978831552592163125) [@tonycarrera](/creator/x/tonycarrera) 2025-10-16T14:33Z 1172 followers, XXX engagements "Thanks I really would be surprised if the top BTCTCs hit a XXX mNAV and those that do likely smaller ones will be prime acquisition targets for other BTCTCs or companies thinking about getting in the space. At a a sub-1 mNAV you are buying the company for less than it's Bitcoin holdings not counting any other assets it may own (real estate IP any cash-flowing businesses). This would not be a spot I'd sell if I were holding. I think a few things happened. Too many BTCTCs came in around the same time. Too many think all BTCTCs are created equal. Too many think BTCTCs aren't competing with each" [X Link](https://x.com/tonycarrera/status/1978835842975027422) [@tonycarrera](/creator/x/tonycarrera) 2025-10-16T14:50Z 1172 followers, XXX engagements "I think this is the point where as soon as BTC goes to $130K+ BTCTCs will get a bid. "Value investors" will sweep in and see how many BTCTCs are close to or under a X mNAV and start buying pushing the price up and raising the mNAV. It's really the only way. No company can control the mNAV other than buying their own shares (which kind of defeats the ATM but at least they would buy back at a discount). I don't claim to be some corporate finance wizard. I just run my own small business and have relatively basic accounting and investing experience so I'm always learning but I just don't see many" [X Link](https://x.com/tonycarrera/status/1978848287181430823) [@tonycarrera](/creator/x/tonycarrera) 2025-10-16T15:39Z 1172 followers, XX engagements "True it's a risk and some may opt for a BTC ETF or even a leveraged BTC ETF. A value investor will see they can buy BTC at a discount maybe even willing to accept additional dilution if the mNAV discount is large enough betting others will see the value as well. Eventually if nothing changes you'll get some activist investors coming in and forcing change. It depends which company we're looking at and if management is qualified (intelligent enough to not dilute). The right BTCTC should in theory significantly outperform BTC when sentiment changes. You have a point though. We'll see what people" [X Link](https://x.com/tonycarrera/status/1978857498946707966) [@tonycarrera](/creator/x/tonycarrera) 2025-10-16T16:16Z 1172 followers, XX engagements "$MSTR really testing the support trendline. Obviously Bitcoin isn't cooperating the last week or so so MSTR is just tracking. Not much to do but sit back and watch" [X Link](https://x.com/tonycarrera/status/1978868888906403901) [@tonycarrera](/creator/x/tonycarrera) 2025-10-16T17:01Z 1172 followers, XXX engagements "@InvestorSmarter Can you give more detail on the mega corps driving price down Personally I just think it's Bitcoin being relatively flat in 2025 plus other things like lots of BTCTCs competing for market share and some rotation to miners" [X Link](https://x.com/tonycarrera/status/1978870845591425473) [@tonycarrera](/creator/x/tonycarrera) 2025-10-16T17:09Z 1172 followers, XX engagements "Where did Uptober go I guess Elmo foreshadowed some pain. Rooting for a strong Bitcoin rally towards Halloween" [X Link](https://x.com/tonycarrera/status/1978910994412744897) [@tonycarrera](/creator/x/tonycarrera) 2025-10-16T19:48Z 1172 followers, XXX engagements "@OvertimePow @OldSkoolVita I definitely wouldnt recommend selling the BTC you have for stock in any company. Especially self-custody Bitcoin. Just my opinion though" [X Link](https://x.com/tonycarrera/status/1978927268618490273) [@tonycarrera](/creator/x/tonycarrera) 2025-10-16T20:53Z 1163 followers, XX engagements "😂 I actually hold what I consider to be a decent amount of MTPLF I think it will be fine long term but it has been rough. I think Simon Dylan and the rest of the team will figure it out over the coming months. But yea a more traditional BTCTC Buffett style is definitely needed" [X Link](https://x.com/tonycarrera/status/1978988722650780049) [@tonycarrera](/creator/x/tonycarrera) 2025-10-17T00:57Z 1172 followers, XX engagements "Everyone likes to post their wins. Here are my unrealized loses. I believe this is short-term and I was planning on holding long-term anyway especially the Metaplanet shares to eventually sell calls and generate income. In my main account: - $MSTR: LEAPS are down a lot. These are part of my PMCC strategy which I temporarily paused expecting a Q4 '25-Q2 '26 run and didn't want to be capped on the upside. The income generated from the short calls helped offset the losses a bit. - $MTPLF / 3350.T: I'm down but not terribly as I bought most of my initial position $4-5. I added more from $XX down" [X Link](https://x.com/tonycarrera/status/1977770875077452034) [@tonycarrera](/creator/x/tonycarrera) 2025-10-13T16:18Z 1175 followers, 1936 engagements "Im still waiting for a Bitcoin treasury company to be run the way Id operate one like Warren Buffett ran Berkshire Hathaway in the early days. Hold Bitcoin forever. Only sell if the worlds ending. Borrow cheap against the stack to buy undervalued cash-cows or BTCTCs trading at mNAV XXX. Avoid equity dilution. Frugal AF: HQ in a spare bedroom RV or a tiny office space. No jets no yachts. Just Cherry Coke and laser-eyes. CEO salary capped say at $100-200K. CEO and management are true co-investors. No options no discounts no pay packages no gimmicks. Aligned incentives with investors. Overhead:" [X Link](https://x.com/tonycarrera/status/1978808169544757336) [@tonycarrera](/creator/x/tonycarrera) 2025-10-16T13:00Z 1173 followers, 2269 engagements "@InvestorSmarter @saylor @Croesus_BTC @smarterwebuk Oh I thought you meant Jesse had a new BTCTC specific thesis" [X Link](https://x.com/tonycarrera/status/1978920826599805206) [@tonycarrera](/creator/x/tonycarrera) 2025-10-16T20:27Z 1172 followers, XX engagements "@CloughsStuff True. You can still terribly about the results just admit it was a mistake deal with it in private maybe have a drink or two and move on. Like every man thats ever existed before. 😆" [X Link](https://x.com/tonycarrera/status/1978937972255793341) [@tonycarrera](/creator/x/tonycarrera) 2025-10-16T21:35Z 1173 followers, XX engagements "@mc_khristina Oh yea not all of them but enough to know how misaligned the incentives are (in my opinion). I think Marathon takes the cake in the Bitcoin space. Which ones stand out to you the most" [X Link](https://x.com/tonycarrera/status/1979003755119931727) [@tonycarrera](/creator/x/tonycarrera) 2025-10-17T01:57Z 1172 followers, XX engagements "This is golds performance year-to-date up XX% with a seemingly never ending bid. Can you imagine what happens once Bitcoin wakes up and catches up I like gold I just think Bitcoin is superior in nearly every way. Once the majority realize this expect a parabolic BTC move" [X Link](https://x.com/tonycarrera/status/1979160957378056528) [@tonycarrera](/creator/x/tonycarrera) 2025-10-17T12:21Z 1175 followers, XXX engagements "This is not financial advice but it sounds like you might be losing sleep over this. If so I would consider trimming your position if you really feel stressed about it. Personally Im holding for a number of reasons. Mainly of all the BTCTCs I think Metaplanets management is one of the best in the space. Also were at sub-1 mNAV I think were at the floor BUT obviously NAV tracks Bitcoin. Bitcoin has been down recently so that floor keeps dropping if it continues to drop so will MTPLF. To your point they have made some decisions which did make me think twice. So they arent perfect but BTCTC" [X Link](https://x.com/tonycarrera/status/1979249194683765029) [@tonycarrera](/creator/x/tonycarrera) 2025-10-17T18:12Z 1172 followers, XX engagements "I've seen posts saying it's not good that Metaplanet has almost no debt (no leverage). For $MTPLF 3350.T specifically it seems likely intentional because culturally risk-averse Japanese investors would prefer a company issuing preferreds to have low debt levels. Can anyone confirm @mc_khristina @hiyoko_peep @CompliantDegen @ActuallyClimber" [X Link](https://x.com/tonycarrera/status/1979320310999716050) [@tonycarrera](/creator/x/tonycarrera) 2025-10-17T22:55Z 1175 followers, XXX engagements "What if Some of these Bitcoin treasury companies planned all along to get acquired by $MSTR" [X Link](https://x.com/tonycarrera/status/1979349684083920917) [@tonycarrera](/creator/x/tonycarrera) 2025-10-18T00:51Z 1175 followers, XXX engagements "Unlike other Bitcoiners I dont see golds rise as competition. Im rooting for it Its a tool to protect yourself against debasement and inflation to protect your wealth. Others use real estate or collectibles. I just think Bitcoin is the best tool for that purpose" [X Link](https://x.com/tonycarrera/status/1979517181290578265) [@tonycarrera](/creator/x/tonycarrera) 2025-10-18T11:57Z 1175 followers, XXX engagements "I've been self-torturing the last couple of days reading lots of posts from Bitcoin $MSTR $MTPLF 3350.T $SWC $TSWCF and other treasury companies. Mostly forcing myself to read the bearish ones. I've come to realize most of these people posting are soft. Yes it sucks that the price isn't doing what you want it to do I also would like for Bitcoin and BTCTCs to rip asap. If you are suffering to the point where you have to be publicly posting negativity and frankly whining that a company isn't doing what you want your position size is too big. Take your loses and size appropriately. Don't think" [X Link](https://x.com/tonycarrera/status/1978572497525342274) [@tonycarrera](/creator/x/tonycarrera) 2025-10-15T21:23Z 1175 followers, 4207 engagements "Is max pain driving all Bitcoin treasuries companies to X mNAV (or below) and then tanking the price of Bitcoin Will BTCTC investors hold or fold $mstr $mtplf 3350.T $swc $tswc" [X Link](https://x.com/tonycarrera/status/1979154864941723944) [@tonycarrera](/creator/x/tonycarrera) 2025-10-17T11:57Z 1174 followers, XXX engagements "It's remarkable how a Bitcoin treasury company can remain relevant and gain community trust by consistently engaging weekly in both bull and bear markets. I've tried explaining how this simple act makes a difference to some BTCTCs management. Few if any listen. Andrew and Jesse at $SWC and $TSWCF team are excellent examples of doing this right" [X Link](https://x.com/tonycarrera/status/1979534124260979054) [@tonycarrera](/creator/x/tonycarrera) 2025-10-18T13:04Z 1174 followers, 4784 engagements "One that comes to mind is Capital B @_ALCPB Alexandre is consistently posting and doing videos. Obviously Strategy $MSTR with Saylor and some others posting. Any others out there consistently communicating during the BTCTC bear market" [X Link](https://x.com/tonycarrera/status/1979535833280753828) [@tonycarrera](/creator/x/tonycarrera) 2025-10-18T13:11Z 1174 followers, XXX engagements "I dont remember Simon or Dylan saying they wouldnt dilute on 3x mNAV. Was it on one of their slides or in an interview I guess big picture to me this is a rotation out of BTCTCs and Bitcoins price being relatively flat YTD. I think its difficult to pinpoint an exact cause for the stock dropping but those are my best guesses. Does dilution help stock price. Nope the opposite. Even when you accretively dilute and buy Bitcoin it takes a while for the Bitcoin on the balance sheet to grow in value (BTC price appreciation). So even though they diluted below an X mNAV and discounted more than I like" [X Link](https://x.com/tonycarrera/status/1979871118354977185) [@tonycarrera](/creator/x/tonycarrera) 2025-10-19T11:23Z 1174 followers, XX 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.]
@tonycarrera Tony Carrera
Tony Carrera posts on X about bitcoin, $mstr, mstr, $mtplf the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +360%
- X Month XXXXXX -XX%
- X Months XXXXXXX +421%
- X Year XXXXXXX +49,681%
Mentions: XX #
- X Week XX +108%
- X Month XX +20%
- X Months XXX +321%
- X Year XXX +4,767%
Followers: XXXXX #
- X Week XXXXX +2.90%
- X Month XXXXX +3.30%
- X Months XXXXX +128%
- X Year XXXXX +130%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence cryptocurrencies #4374 stocks XXXX% finance XXXX% automotive brands XXX%
Social topic influence bitcoin #1741, $mstr #136, mstr #106, $mtplf #75, $swc #1, $130k 0.81%, saylor #98, jesse 0.81%, $tswcf #2, $clsk XXX%
Top accounts mentioned or mentioned by @actuallyclimber @roaringragnar @adrianrmorris @ambofqwan @hermeslux @saylor @gerovich @zynxbtc @joshmandell6 @asjwebley @tslaish @mckhristina @bitcoinpierre @mstrhodlr @richardbyworth @yieldmaxetfs @offiucrs @investorsmarter @hillerydan @adam3us
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Metaplanet Inc. (MTPLF) CLEANSPARK INC (CLSK) MARA Holdings, Inc. (MARA) IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Berkshire Hathaway Inc. (BRK.A) The Smarter Web Co. (SWC.AQ)
Top Social Posts #
Top posts by engagements in the last XX hours
"I know little about Bitcoin miners and even less about the demand for AI compute or data centers. It's clear that $IREN $CIFR $CLSK $MARA and others have an advantage if data centers and energy are as scarce as we're being told. One concern with these miners/data center plays is the development of more energy-efficient AI tech. I believe there's a very good chance developers/engineers will likely achieve the same or better AI performance with significantly lower energy requirements. Kind of like what DeepSeek claimed they could do with XX% less energy. I'm out of my depth here and open to"
X Link @tonycarrera 2025-10-14T15:09Z 1174 followers, 1837 engagements
"Photo of @saylor and @gerovich waiting to ATM/MSW $MSTR / $MTPLF when Bitcoin breaks $130K"
X Link @tonycarrera 2025-10-16T01:00Z 1172 followers, XXX engagements
"I always thought this would be bullish but not sure most Joe Rogan viewers will understand Saylor comparing Bitcoin to a swarm of cyber hornets waterfalls refining crude oil or thermodynamic principles of energy conversion and preservation. 😆 Maybe @jackmallers could be the next guest"
X Link @tonycarrera 2025-10-16T14:33Z 1172 followers, XXX engagements
"Thanks I really would be surprised if the top BTCTCs hit a XXX mNAV and those that do likely smaller ones will be prime acquisition targets for other BTCTCs or companies thinking about getting in the space. At a a sub-1 mNAV you are buying the company for less than it's Bitcoin holdings not counting any other assets it may own (real estate IP any cash-flowing businesses). This would not be a spot I'd sell if I were holding. I think a few things happened. Too many BTCTCs came in around the same time. Too many think all BTCTCs are created equal. Too many think BTCTCs aren't competing with each"
X Link @tonycarrera 2025-10-16T14:50Z 1172 followers, XXX engagements
"I think this is the point where as soon as BTC goes to $130K+ BTCTCs will get a bid. "Value investors" will sweep in and see how many BTCTCs are close to or under a X mNAV and start buying pushing the price up and raising the mNAV. It's really the only way. No company can control the mNAV other than buying their own shares (which kind of defeats the ATM but at least they would buy back at a discount). I don't claim to be some corporate finance wizard. I just run my own small business and have relatively basic accounting and investing experience so I'm always learning but I just don't see many"
X Link @tonycarrera 2025-10-16T15:39Z 1172 followers, XX engagements
"True it's a risk and some may opt for a BTC ETF or even a leveraged BTC ETF. A value investor will see they can buy BTC at a discount maybe even willing to accept additional dilution if the mNAV discount is large enough betting others will see the value as well. Eventually if nothing changes you'll get some activist investors coming in and forcing change. It depends which company we're looking at and if management is qualified (intelligent enough to not dilute). The right BTCTC should in theory significantly outperform BTC when sentiment changes. You have a point though. We'll see what people"
X Link @tonycarrera 2025-10-16T16:16Z 1172 followers, XX engagements
"$MSTR really testing the support trendline. Obviously Bitcoin isn't cooperating the last week or so so MSTR is just tracking. Not much to do but sit back and watch"
X Link @tonycarrera 2025-10-16T17:01Z 1172 followers, XXX engagements
"@InvestorSmarter Can you give more detail on the mega corps driving price down Personally I just think it's Bitcoin being relatively flat in 2025 plus other things like lots of BTCTCs competing for market share and some rotation to miners"
X Link @tonycarrera 2025-10-16T17:09Z 1172 followers, XX engagements
"Where did Uptober go I guess Elmo foreshadowed some pain. Rooting for a strong Bitcoin rally towards Halloween"
X Link @tonycarrera 2025-10-16T19:48Z 1172 followers, XXX engagements
"@OvertimePow @OldSkoolVita I definitely wouldnt recommend selling the BTC you have for stock in any company. Especially self-custody Bitcoin. Just my opinion though"
X Link @tonycarrera 2025-10-16T20:53Z 1163 followers, XX engagements
"😂 I actually hold what I consider to be a decent amount of MTPLF I think it will be fine long term but it has been rough. I think Simon Dylan and the rest of the team will figure it out over the coming months. But yea a more traditional BTCTC Buffett style is definitely needed"
X Link @tonycarrera 2025-10-17T00:57Z 1172 followers, XX engagements
"Everyone likes to post their wins. Here are my unrealized loses. I believe this is short-term and I was planning on holding long-term anyway especially the Metaplanet shares to eventually sell calls and generate income. In my main account: - $MSTR: LEAPS are down a lot. These are part of my PMCC strategy which I temporarily paused expecting a Q4 '25-Q2 '26 run and didn't want to be capped on the upside. The income generated from the short calls helped offset the losses a bit. - $MTPLF / 3350.T: I'm down but not terribly as I bought most of my initial position $4-5. I added more from $XX down"
X Link @tonycarrera 2025-10-13T16:18Z 1175 followers, 1936 engagements
"Im still waiting for a Bitcoin treasury company to be run the way Id operate one like Warren Buffett ran Berkshire Hathaway in the early days. Hold Bitcoin forever. Only sell if the worlds ending. Borrow cheap against the stack to buy undervalued cash-cows or BTCTCs trading at mNAV XXX. Avoid equity dilution. Frugal AF: HQ in a spare bedroom RV or a tiny office space. No jets no yachts. Just Cherry Coke and laser-eyes. CEO salary capped say at $100-200K. CEO and management are true co-investors. No options no discounts no pay packages no gimmicks. Aligned incentives with investors. Overhead:"
X Link @tonycarrera 2025-10-16T13:00Z 1173 followers, 2269 engagements
"@InvestorSmarter @saylor @Croesus_BTC @smarterwebuk Oh I thought you meant Jesse had a new BTCTC specific thesis"
X Link @tonycarrera 2025-10-16T20:27Z 1172 followers, XX engagements
"@CloughsStuff True. You can still terribly about the results just admit it was a mistake deal with it in private maybe have a drink or two and move on. Like every man thats ever existed before. 😆"
X Link @tonycarrera 2025-10-16T21:35Z 1173 followers, XX engagements
"@mc_khristina Oh yea not all of them but enough to know how misaligned the incentives are (in my opinion). I think Marathon takes the cake in the Bitcoin space. Which ones stand out to you the most"
X Link @tonycarrera 2025-10-17T01:57Z 1172 followers, XX engagements
"This is golds performance year-to-date up XX% with a seemingly never ending bid. Can you imagine what happens once Bitcoin wakes up and catches up I like gold I just think Bitcoin is superior in nearly every way. Once the majority realize this expect a parabolic BTC move"
X Link @tonycarrera 2025-10-17T12:21Z 1175 followers, XXX engagements
"This is not financial advice but it sounds like you might be losing sleep over this. If so I would consider trimming your position if you really feel stressed about it. Personally Im holding for a number of reasons. Mainly of all the BTCTCs I think Metaplanets management is one of the best in the space. Also were at sub-1 mNAV I think were at the floor BUT obviously NAV tracks Bitcoin. Bitcoin has been down recently so that floor keeps dropping if it continues to drop so will MTPLF. To your point they have made some decisions which did make me think twice. So they arent perfect but BTCTC"
X Link @tonycarrera 2025-10-17T18:12Z 1172 followers, XX engagements
"I've seen posts saying it's not good that Metaplanet has almost no debt (no leverage). For $MTPLF 3350.T specifically it seems likely intentional because culturally risk-averse Japanese investors would prefer a company issuing preferreds to have low debt levels. Can anyone confirm @mc_khristina @hiyoko_peep @CompliantDegen @ActuallyClimber"
X Link @tonycarrera 2025-10-17T22:55Z 1175 followers, XXX engagements
"What if Some of these Bitcoin treasury companies planned all along to get acquired by $MSTR"
X Link @tonycarrera 2025-10-18T00:51Z 1175 followers, XXX engagements
"Unlike other Bitcoiners I dont see golds rise as competition. Im rooting for it Its a tool to protect yourself against debasement and inflation to protect your wealth. Others use real estate or collectibles. I just think Bitcoin is the best tool for that purpose"
X Link @tonycarrera 2025-10-18T11:57Z 1175 followers, XXX engagements
"I've been self-torturing the last couple of days reading lots of posts from Bitcoin $MSTR $MTPLF 3350.T $SWC $TSWCF and other treasury companies. Mostly forcing myself to read the bearish ones. I've come to realize most of these people posting are soft. Yes it sucks that the price isn't doing what you want it to do I also would like for Bitcoin and BTCTCs to rip asap. If you are suffering to the point where you have to be publicly posting negativity and frankly whining that a company isn't doing what you want your position size is too big. Take your loses and size appropriately. Don't think"
X Link @tonycarrera 2025-10-15T21:23Z 1175 followers, 4207 engagements
"Is max pain driving all Bitcoin treasuries companies to X mNAV (or below) and then tanking the price of Bitcoin Will BTCTC investors hold or fold $mstr $mtplf 3350.T $swc $tswc"
X Link @tonycarrera 2025-10-17T11:57Z 1174 followers, XXX engagements
"It's remarkable how a Bitcoin treasury company can remain relevant and gain community trust by consistently engaging weekly in both bull and bear markets. I've tried explaining how this simple act makes a difference to some BTCTCs management. Few if any listen. Andrew and Jesse at $SWC and $TSWCF team are excellent examples of doing this right"
X Link @tonycarrera 2025-10-18T13:04Z 1174 followers, 4784 engagements
"One that comes to mind is Capital B @_ALCPB Alexandre is consistently posting and doing videos. Obviously Strategy $MSTR with Saylor and some others posting. Any others out there consistently communicating during the BTCTC bear market"
X Link @tonycarrera 2025-10-18T13:11Z 1174 followers, XXX engagements
"I dont remember Simon or Dylan saying they wouldnt dilute on 3x mNAV. Was it on one of their slides or in an interview I guess big picture to me this is a rotation out of BTCTCs and Bitcoins price being relatively flat YTD. I think its difficult to pinpoint an exact cause for the stock dropping but those are my best guesses. Does dilution help stock price. Nope the opposite. Even when you accretively dilute and buy Bitcoin it takes a while for the Bitcoin on the balance sheet to grow in value (BTC price appreciation). So even though they diluted below an X mNAV and discounted more than I like"
X Link @tonycarrera 2025-10-19T11:23Z 1174 followers, XX engagements