Chimpbullrun retweetledi
Chimpbullrun
154 posts

Chimpbullrun
@Chimpbullrun
News trader for crypto, going to be focusing on short-mid term trades and any breaking news updates
Katılım Mayıs 2015
736 Takip Edilen288 Takipçiler

Ideally want about 4k rmb balance via paypal
CJ@CJ_CS2
Anybody selling buff bal/doing proxy buys for bank/PayPal? Pls lmk :D
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@pasternak @believeapp the lion does not concern himself with rugging inactive holders
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@confugen @yellowdoodle1x x.com/LuckyXBT__/sta…
this could change things tho depending on more details
Lucky ☘️@LuckyXBT__
World Liberty using USD1 to buy $WLFI?
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@confugen @yellowdoodle1x just looking at it now. So ALT5 already got their tokens which was significant expected buy pressure and then already at 8 billion mcap while running high FDV. Not much upside it seems like
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Looks like we ripped up from David Bailey buying his 750 million stack similar to Saylor amounts. Problem is Saylor isn't buying anymore so we'll see if this ATH break is real. I would guess fakeout and if we retrace and close a weekly SPF then BTC isn't looking good. Eth still does x.com/DavidFBailey/s…
David Bailey🇵🇷 $2.0mm/btc is the floor@DavidFBailey
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@saliencexbt What about him having to wait for STRC to start trading to raise more? Is that true or just based on demand? Definitely should pump if he raises the 4.2 but if so he’s accelerating MSTR blowup
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The mnav isn’t going back up. People realized how dumb it was when btc hit a new ATH and MSTR didn’t. You’re logic is flawed that the MNAV going up to 2.5 is doable and the new products like STRC only leave higher cash obligations for a company only up 50% on an asset they bought $70 billion of
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@efficiencymaxi Less than one week of ATM on the common funds one year of dividend payments
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So basically the main announcement was that they are not planning to use the ATM on $MSTR below 2.5x mNAV
This implies that there will be less buying power for $BTC in the short-term, given the fact that most of their purchases usually come from the ATM
Saylor is telling the market that he thinks MSTR is mispriced and that it should re-rate to 2.5x mNAV
As a reference, the mNAV has been floating around 2x in 2025, and even lower (1.8x) lately. So his 2.5x realistic ? Yes, definitely. But will the market give it ? That's obviously not guaranteed.
I don't like the fact that he reduces optionality by not allowing himself to tap the ATM below 2.5x mNAV. Using the ATM on the common is what enables the company to scale and reduce the leverage ratio, so I don't know what his plan will be if the mNAV does not reprice higher.
The main focus for Saylor will now be to raise awareness around his preferred products and how attractive they are.
I think the preferred shares are definitely under-valued right now, and are offering interesting risk-adjusted returns (on $STRK and $STRF especially).
Saylor said that the $STRC IPO was their iPhone moment, so I imagine that they saw a very meaningful demand coming for that product. Not too surprising vs other prefs given the fact that it's an easier product ("9% APR stablecoin with monthly payments") to grasp.
Let’s see how it all unfolds.

VIKTOR@thedefivillain
I genuinely wonder what he's going to announce I was not expecting anything big from this earnings call as the plan already seems clear, and they just need to raise awareness around the attractiveness of their preferred products Interesting !
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I see your AI ASMR and raise you...Star Wars edition
(I'm surprised it let me make some of these 😅)
Olivia Moore@omooretweets
AI ASMR is blowing up This account was started three days ago with just 11 videos…but has racked up 82k followers 👇
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@surfcoderepeat @fren_agent Ok looking forward to the new ai agent project then
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Been posting most of my memecoin buys on @VECTORDOTFUN lately. App is addictive seeing number go up and down.
Got 20+ more invite codes. If still don't have access and will trade on it post in the comments that you need one and I will send you over one.
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got six more @VECTORDOTFUN codes
sick of giving them out to people who download the app but don't use it
reply to this if you'll actually use it (and if you use a code and don't use the app, I will block you)
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