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@JesseKobernick Avatar @JesseKobernick Jesse Kobernick

Jesse Kobernick posts on X about business, $mstr, strike, bitcoin the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence cryptocurrencies XXXXX% stocks XXXXX% finance XXXXX% currencies XXXX% automotive brands XXXX%

Social topic influence business 29.41%, $mstr 23.53%, strike 11.76%, bitcoin #4899, what is 5.88%, cash flow 5.88%, flow 5.88%, $9434t 5.88%, $xxi 5.88%, $strf XXXX%

Top accounts mentioned or mentioned by @gnoble79 @ghostofwhitman @treasurybtc @metaplanet @futurehodlings @indieopshin @bitcoinforcorps @ryancohen @alcpb @apompliano @cflat007 @basedutxo @roaringragnar @honors_btc @ryquant @bitcoinhalving @matthewj21mil @olvelez007 @orangebumpill @mountainmn2022

Top assets mentioned Strategy (MSTR) Bitcoin (BTC) Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP) Strategy Incorporated (STRF) ProCap BTC (BRR) Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM)

Top Social Posts

Top posts by engagements in the last XX hours

"What is the business"
X Link 2025-12-11T04:41Z 6046 followers, 35.3K engagements

"Really didn't see $STRF getting this low at current BTC prices. Think BTC needs to drop below $15k for $MSTR to be unable to satisfy the STRF liquidation preference after repaying debt. Is it a buy"
X Link 2025-11-20T20:15Z 6048 followers, 2169 engagements

"MSTRs cash reserve is an acknowledgment that public markets dont work like your spreadsheets portend. Markets can move in unpredictable ways disconnected from math or fundamentals over periods of time. If they did operate that way MSTR would simply sell BTC/common as needed to finance dividends. Its a good move by MSTR IMO. Relatedly its why saying BTC CAGR just needs to outperform the cost of capital misses that the market may not give you the opportunity to test out your decade-long hypothesis. As each higher mNAV buyer loses relative to BTC you lose that investor. Iterate enough and mNAV"
X Link 2025-12-01T18:56Z 6046 followers, 6346 engagements

"One problem with $MSTR is the incongruence between Saylor saying that hes in a decades-long game of building a monster to save all of the world from fiat debasement plagued capital markets etc etcand the way the company actually acts. Daily tweeting of AI generate images to keep retail sentiment afloat bi-weekly adjustments to the business plan unending podcast tours pitched responses to the latest market news etc etc. The businesses (or funds) that believe in the fundamental value they provide and are focused on the long term interest of shareholders do not operate this way and dont feel any"
X Link 2025-12-01T19:10Z 6047 followers, 12.6K engagements

"70% annualized return on Polymarket bet that $MSTR doesnt sell BTC by March 31"
X Link 2025-12-01T21:29Z 6047 followers, 1970 engagements

"@gnoble79 @APompliano I haven't dug into the mNAV numbers on $BRR. NYDIG did write an excellent piece recently arguing many of the mNAV calcs used in the industry are wrong. They show $BRR's mNAV for illustrative purposes but the figures may be dated at this point"
X Link 2025-12-10T05:54Z 6047 followers, 5336 engagements

"I don't believe any of these guys when they suggest they'll build some novel profitable business. If they could have done it they would have done it separate from the BTC SPAC process as there's no need for a specific treasury company structure. Tether did it. I guess Strike did it but have no idea what their financials look like. Also people seem to think you can just fold one company into another because they have similar management. Obviously the investors in Strike are going to want a nice premium if the company is being sold"
X Link 2025-12-10T17:10Z 6047 followers, XX engagements

"You should go pay for and read the full article on ProCap BTC Pompliano's treasury company. Interesting (bleak) stuff. $CCCM"
X Link 2025-11-20T06:09Z 6046 followers, 24.6K engagements

"@C_Flat007 oh ok"
X Link 2025-12-11T14:16Z 6045 followers, XXX engagements

"@BasedUTXO What are they going to pay for it I suspect the owners/investors in Strike want a nice premium if the business is thriving"
X Link 2025-12-11T14:17Z 6045 followers, 1039 engagements

"Interesting. What I see a bit of with XXI and others is a form of argument from authority. These guys may not have a business plan but look at all these powerful well connected people involvedhow can they not be massively successful But of course there are many instances of massive failures by companies run by renowned smart people"
X Link 2025-12-13T03:43Z 6046 followers, XXX engagements