[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.]

![TheShortBear Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3229256723.png) THE SHORT BEAR [@TheShortBear](/creator/twitter/TheShortBear) on x 159.8K followers
Created: 2025-05-01 22:46:21 UTC

$CEP

-Building out a new MSTR.
-Softbank & Tether backers
-Lutnick son involved (PR potential)
-trading <1.5x NAV or at discount to $MSTR initially
-10mil float with shorts from arbitrage play
-Spac limiting offering or sellers 

$DWAC used as a template. 

This had a lot of parallels, including the technicals to start with. Played it accordingly.

X. Started on day X afterhours ending in a $XX buy via 100k (see print ah). (23rd)

X. Sold into parabolic the next day and bought dips into the close. (24th)

X. Sold partial into retest of the highs and left the rest on, looking at $DWAC as the roadmap(expected breakout within X days).

X. Actually derisked and sold before moved on for a second. (28th)

X. Bought back near XX yesterday and truly added size late day from 38s to 41s and swung full size into today.

X. Added more expecting parabolic into 70-80.

X. Seller stepped up in front of $XX and I aggressively and proactively sold it all.

Could have been bigger at the start, this setup was very rare in terms of sum of all positive parts. then could have been a bit more patient on sells on day X. Got caught up in selling within the portfolio and took it off on that day, I should have respected stops.

Happy I revisited with size.

I will make sure to send the full execution when the trade settles and I can upload it to tradervue (missing execution from yesterday, I tried my best to merge the rest. I had issues saving charts this past week and I am missing X.

![](https://pbs.twimg.com/media/Gp5a0ZWXEAA8Kxk.png)

XXXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1918074542045663463/c:line.svg)

**Related Topics**
[$dwac](/topic/$dwac)
[$mstr](/topic/$mstr)
[discount](/topic/discount)
[$9434t](/topic/$9434t)
[mstr](/topic/mstr)
[$cep](/topic/$cep)
[$xxi](/topic/$xxi)
[stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries)

[Post Link](https://x.com/TheShortBear/status/1918074542045663463)