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![ryQuant Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1873600391562108928.png) Ryan [@ryQuant](/creator/twitter/ryQuant) on x 8104 followers
Created: 2025-07-19 14:58:32 UTC

Lot of moving pieces here.

What catalyst causes the sentiment to come back into $MTPLF?

The days of 5-7x mNAV for $MTPLF might be over considering more and more and more companies, especially from Japan are going to do this.

I think the Twitter sentiment has yet to capitulate.

I think $XXXX (the devils bottom, like SPX $XXX bottom price in March 2009) is on the table.

The market cap is already getting too big to continually benefit from manipulating base effect math.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946585452917731731/c:line.svg)

**Related Topics**
[mtplf](/topic/mtplf)
[market cap](/topic/market-cap)
[spx](/topic/spx)
[twitter](/topic/twitter)
[japan](/topic/japan)
[Sentiment](/topic/sentiment)
[$mtplf](/topic/$mtplf)
[stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries)

[Post Link](https://x.com/ryQuant/status/1946585452917731731)