Author
@btc_overflow btc_overflow
grade Ax.com/btc_overflow ↗
Structured-finance analyst dissecting the Bitcoin treasury capital stack with institutional rigor
Provides deep, mechanistic analysis of Bitcoin treasury comp
trader score
+0.19
hit rate
50%
mean α
+0.25%
signals 14d
65
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 50% hit rate, +0.25% mean alpha, trader score +0.19. Their last-14d mentions, direction-adjusted, have moved +4.1% since posting (mean over 35 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @btc_overflow | · | Flags major M&A news involving named private crypto firms but omits transaction details. | · | tweet ↗ |
| 2026-08-27 | MSTR | @btc_overflow | +0.80 | Recaps a completed MSTR trade from $132.60 to $543 over a past two-year period. | -7.3% | tweet ↗ |
| 2026-08-27 | SUPA | @btc_overflow | +0.35 | 认为母公司支持可能允许SUPA采用更高杠杆并维持优先股信心。 | · | tweet ↗ |
| 2026-08-27 | · | @btc_overflow | · | 主张在比特币熊市积累，并认为下一周期仍处早期。 | · | tweet ↗ |
| 2026-08-27 | SUPA | @btc_overflow | +0.20 | 认为SUPA或类似MPJPY+，但交易结构存在复杂性。 | · | tweet ↗ |
| 2026-08-27 | ASST | @btc_overflow | +0.15 | 预计ATM与优先股融资，并认为Metaplanet相较ASST抵押支持更强。 | -6.0% | tweet ↗ |
| 2026-08-27 | SLE | @btc_overflow | +0.50 | 称Metaplanet收购SLE控股权预计在Q4完成。 | +1.3% | tweet ↗ |
| 2026-08-27 | ASST | @btc_overflow | -0.15 | 指出权证潜在稀释影响使ASST指标难以清晰呈现。 | -6.0% | tweet ↗ |
| 2026-08-27 | SQNS | @btc_overflow | +0.00 | 指出权证潜在稀释影响使ASST指标难以清晰呈现。 | · | tweet ↗ |
| 2026-08-27 | SLE | @btc_overflow | +0.45 | 称即将更名SUPA的SLE是本周期比特币财库公司的黑马。 | +1.3% | tweet ↗ |
| 2026-08-27 | SUPA | @btc_overflow | +0.45 | 称即将更名SUPA的SLE是本周期比特币财库公司的黑马。 | · | tweet ↗ |
| 2026-08-27 | ASST | @btc_overflow | -0.10 | 认为ASST权证在到期前造成潜在稀释会计问题。 | -6.0% | tweet ↗ |
| 2026-08-27 | MSTR | @btc_overflow | +0.55 | 以反讽方式支持BTC上涨时MSTR跑赢，即使部分收益分给优先股。 | -7.3% | tweet ↗ |
| 2026-08-27 | MSTR | @btc_overflow | +0.30 | 虽承认局部见顶可能，仍以MSTR历史涨幅反驳过早FOMO。 | -7.3% | tweet ↗ |
| 2026-08-26 | BTC | @btc_overflow | +0.75 | Expects a seasonal dip to form a higher low near $63K before Bitcoin rallies strongly. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.