@JesseKobernick Jesse Kobernick
Jesse Kobernick posts on X about bitcoin, $mstr, debt, to the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +37%
- [--] Month [-------] +296%
- [--] Months [---------] +35%
- [--] Year [---------] +34%
Mentions: [--] #
- [--] Months [---] +23%
- [--] Year [---] +78%
Followers: [-----] #
- [--] Week [-----] +0.38%
- [--] Month [-----] +0.27%
- [--] Months [-----] +3.90%
- [--] Year [-----] +37%
CreatorRank: [-------] #
Social Influence
Social category influence cryptocurrencies #6229 stocks 48.36% finance 33.61% countries 6.56% technology brands 3.28% exchanges 2.46% ncaa football 0.82% nfl 0.82% social networks 0.82% currencies 0.82%
Social topic influence bitcoin #2468, $mstr #882, debt #1372, to the 6.56%, $mtplf #9, $asst #20, if you 5.74%, $strk 5.74%, market cap #134, saylor 4.1%
Top accounts mentioned or mentioned by @strategy @punterjeff @bruce5587 @btcbullrider @mstrtruenorth @mc_khristina @saylor @btcoverflow @wesearnest @richlassitermd @chcbearsfan @roubini18 @grok @metaplanet @btc_overflow @finanzasdechill @p1ckst3r @satstackhustle @lukedavisgrey @theknanc
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Metaplanet Inc. (MTPLF) Asset Entities Inc. (ASST) Strike (STRK) Strategy Incorporated (STRF) GameStop, Corp. (GME) iShares BTC Trust (IBIT) Block, Inc. (XYZ)
Top Social Posts
Top posts by engagements in the last [--] hours
"A mark in favor of MetaPlanet. $MTPLF"
X Link 2026-01-21T18:54Z [----] followers, [----] engagements
"Man I'm in the wrong line of legal work. $ASST paid its Chief Legal Officer $20.2M last year with $19.3M in stock. 😂 4% of the entire market cap of the company. Higher comp than the CLO for the largest company in the world Nvidia. The fleecing of common holders will continue until morale improves https://twitter.com/i/web/status/2022155838970884530 https://twitter.com/i/web/status/2022155838970884530"
X Link 2026-02-13T03:48Z [----] followers, 102.4K engagements
"Good explanation below from a CPA on the $ASST equity award. The reason for such a large award is likely influenced by ASST being a "controlled company." Vivek the CEO and CFO can approve nearly any decision including the election of "independent" directors. They have no need to obtain shareholder approval outside that group. This is why they filed an Information Statement rather than a Proxy Statement--they already had a written consent from the [--] shareholders approving the corporate actions. So no need to solicit votes via a Proxy Statement. You may recall $MSTR was a "controlled company""
X Link 2026-02-13T17:14Z [----] followers, [----] engagements
"Quantum risk if borne out is existential to bitcoin. Even if this risk has a miniscule probability of soon coming to fruition we should move full speed to adopt a solution. More so the case if a solution is technically feasible and only limited by the challenge of social coordination. Silly to label acknowledging this risk as "FUD" for fear of a BTC price drop in the short-term. As @saylor would say that's myopic. Bitcoins mysterious underperformance (due to quantum) is the only story that matters this year. The market is speaking the devs arent listening Bitcoins mysterious underperformance"
X Link 2026-01-21T04:14Z [----] followers, [----] engagements
"@ColeMacro help me understand why $ASST accepted subscriptions to upsize the offering beyond what was needed to extinguish the SMLR debt Whats the thinking behind selling more $SATA privately at $90/sh if it was trading close to $100/sh prior to offering announcement and company goal is to sell in $95-105 range. Should $SATA holders expect more sales below $95/sh $ASST Seriously What am I missing Strive management retired 4.25% debt due [----] for a 13.3% coupon obligation instead WTF 🙄 In addition they announced the $SATA offering on January 21st and on the 21st $SATA closed at $99.50/share ."
X Link 2026-01-29T01:33Z [----] followers, 11.8K engagements
"Have you asked your attorneys what the potential liability is if you hit the common ATM under 1x mNAV Do your fiduciary duties dictate that you refrain from doing soor is that in the cards as a long-term accretive move @LynAldenContact Jesus just ask them how they will pay the dividends and what yield are they willing to pay for the Strc. What happens to the company at a negative MNAV and unacceptable dividend yields required for issuance. You know every question I asked in August. Basically the same question @LynAldenContact Jesus just ask them how they will pay the dividends and what yield"
X Link 2026-02-05T22:10Z [----] followers, [----] engagements
"Obviously should've been the do-or-die 2-point conversion by Seahawks in OT vs. the Rams in week [--]. Caleb Williams' Hail Mary to DJ Moore is the Next Gen Stats Moment of the Year 🐻 @awscloud NFL Honors on NBC/NFL Network Stream on @NFLPlus & Peacock https://t.co/yiOgQuqf8V Caleb Williams' Hail Mary to DJ Moore is the Next Gen Stats Moment of the Year 🐻 @awscloud NFL Honors on NBC/NFL Network Stream on @NFLPlus & Peacock https://t.co/yiOgQuqf8V"
X Link 2026-02-06T03:59Z [----] followers, [---] engagements
"Would be funny if this haughty scolding marked the bottom. karma doesn't drive markets but bitcoiners surely deserve it for - embracing DATs - idolizing a guy that sells $1 of Bitcoin for $1.50 to retail - believing in fantasies like "the four year cycle" and "stock to flow" or an ever growing MSTR premium - embracing apocalyptic karma doesn't drive markets but bitcoiners surely deserve it for - embracing DATs - idolizing a guy that sells $1 of Bitcoin for $1.50 to retail - believing in fantasies like "the four year cycle" and "stock to flow" or an ever growing MSTR premium - embracing"
X Link 2026-02-06T16:55Z [----] followers, [----] engagements
"Seahawks by [--] #Seahawks S Nick Emmanwori was a full participant in practice today and is good to go for #SuperBowl LX. #Seahawks S Nick Emmanwori was a full participant in practice today and is good to go for #SuperBowl LX"
X Link 2026-02-07T01:26Z [----] followers, [----] engagements
"@btc_overflow So it performs like BTC"
X Link 2026-02-07T01:58Z [----] followers, [---] engagements
"@satstackhustle @joinember Ok thanks. I cant imagine thats a common investment choice: wBTC or mstr common"
X Link 2026-02-07T02:33Z [----] followers, [--] engagements
"@TanukiTreasury Yeah the mockery is justified if it prevents one bitcoiner from being misled. Wouldve muted me though since I dont really talk to/about the guy"
X Link 2026-02-07T03:56Z [----] followers, [---] engagements
"@LukeDavisgrey @btc_overflow Others are saying he means wBTC. 🤷♂"
X Link 2026-02-07T04:01Z [----] followers, [---] engagements
"Haha they also have a head of digital strategy and a VP of digital strategy. So much strategy Better understood as a social media marketing company and corporate jobs program. I havent said much specifically on ASST because it hasnt seemed like bitcoiners needed much in the way of words of caution. But there is plenty I could say"
X Link 2026-02-07T21:00Z [----] followers, [--] engagements
"Hey Ben. Im a corporate lawyer. This is largely what I have done for my career at law firms. M&A capital raises pubco reporting governance etc. These corporate transactions are what companies do separate from their operations. They really heavily on outside experts to effect them which costs a lot of $. Small team at the company plus lots of outside hands. Most of the employees are doing other operational things separate from these transactions. In this case the operations are limited and appear to mostly be marketing. Search my posts for ASST. I barely talk about them. When I have my"
X Link 2026-02-08T16:10Z [----] followers, [----] engagements
"@matthew_sigel Can you please expound on this: Management is mandated to defend the $95 floor to keep their ATM alive so the bondholders are the pilots here"
X Link 2026-02-10T01:45Z [----] followers, [---] engagements
"@BitcoinTeacher_ Ok. What is btc per share What do you mean by the common share being "backed by" that btc"
X Link 2026-02-11T01:18Z [----] followers, [---] engagements
"This is a good pt. Bitcoin🔸Goldman Sachs 13F discloses $2.36B in Crypto Exposure. The "exposure" isn't direct Bitcoin ownership (which banks are STILL restricted from holding on their own balance sheets) but rather massive positions in regulated ETFs. $IBIT is the majority accounting for roughly Bitcoin🔸Goldman Sachs 13F discloses $2.36B in Crypto Exposure. The "exposure" isn't direct Bitcoin ownership (which banks are STILL restricted from holding on their own balance sheets) but rather massive positions in regulated ETFs. $IBIT is the majority accounting for roughly"
X Link 2026-02-11T18:50Z [----] followers, [----] engagements
"Sort of funny looking back at comments on my tweet from Nov. [--] suggesting MSTR doesn't have enough cash. $MSTR was trading $250. @PunterJeff I dont think Strategy has anywhere near the cash to pay divs for a year. Do you think they should raise more cash while the stock has a premium given the possibility of a 12-24 month bear and sub-1 mNAV during that period Or in that scenario do you think they should use pref @PunterJeff I dont think Strategy has anywhere near the cash to pay divs for a year. Do you think they should raise more cash while the stock has a premium given the possibility of a"
X Link 2026-02-12T07:22Z [----] followers, [---] engagements
"Retweeting this old post: is anyone tracking how much cash BTC treasury companies hold It would be an estimate based on events that occurred since the last publicly reported cash amount. Enterprise Value deducts cash. So reported mNAVs that use EV are wrong/dated. Who is tracking how much cash each BTCTC holds When all these companies traded at a premium no one cared. Just sell common for cash. But if the only way for the business to operate is with cash reserves or new debt (or selling chairs) it would be interesting to see how much Who is tracking how much cash each BTCTC holds When all"
X Link 2026-02-12T07:33Z [----] followers, [----] engagements
"It's getting so consistently crushed that I started to wonder if someone is out to get Vivek given his political aspirations. BTC's weakness along with ASST's cap size and cash position might make it look like an attractive target. Maybe try to force a delisting The company has little room to maneuver given their reverse splits and Nasdaq limits. https://twitter.com/i/web/status/2021992774107812341 https://twitter.com/i/web/status/2021992774107812341"
X Link 2026-02-12T17:00Z [----] followers, [---] engagements
"@WesEarnest Another RS is probably a ways off but think it would be bad under Nasdaq rules and discretion. They were supremely unlikely with the timing of the BTC buys too"
X Link 2026-02-12T17:13Z [----] followers, [--] engagements
"@bruce5587 Thanks Chris. Thought it might be closer to $130-140M"
X Link 2026-02-12T21:42Z [----] followers, [---] engagements
"@RichLassiterMD I was looking at this bet a few weeks ago. I think it was priced higher than the yield on the prefs on an annualized basis. Should've pulled the trigger"
X Link 2026-02-13T04:18Z [----] followers, [--] engagements
"@MrMojoRisinX .this is just the validation I needed to go heavy on $XYZ"
X Link 2026-02-06T04:08Z [----] followers, [---] engagements
"How much cash does $ASST currently hold According to their website their Enterprise Value reflects $67.6M in cash (against $52.25M in annual pref obligations + $10M in debt). But $67.6M is almost certainly wrong/dated. This figure is the exact amount they reported holding on 12/31/25 and cash balance has surely shifted since that date. This means the reported EV mNAV is wrong/dated. To the extent the market is pricing the stock based on EV mNAV reported cash will impact price. https://twitter.com/i/web/status/2021855783785570774 https://twitter.com/i/web/status/2021855783785570774"
X Link 2026-02-12T07:55Z [----] followers, [----] engagements
"Thanks for the thoughts Rodrigo. I don't care much for EV. I was more looking in cash for purposes of $SATA and found that they reported cash within the EV mNAV calculation (which is certainly dated). I don't think Market Cap mNAV tells the whole picture given the pref's senior claims. So it should trade at a discount based on that calculation. It does paint a nice picture if you're trying to say the stock is trading at a discount. I doubt the SMLR assets are worth much. It doesn't make much sense to me that they would be worth more at ASST than they did when they were a stand-alone entity."
X Link 2026-02-12T15:35Z [----] followers, [--] engagements
"@TheKNANC Not sure why it's been going down so consistently seemingly disconnected from BTC. Think their cash position may matter a fair amount to its trajectory and the SATA pricing"
X Link 2026-02-12T15:43Z [----] followers, [---] engagements
"@BTCBULLRIDER @RichLassiterMD @chcbearsfan Yeah. Particularly awards that dont show up in assumed diluted shares but will dilute you. Was surprised to see this recently. Opex matters too"
X Link 2026-02-14T17:26Z [----] followers, [--] engagements
"@Malikas_Friend BTC must certainly perform. If it goes sideways down or only moderately up all treasury companies suffer"
X Link 2026-02-15T04:05Z [----] followers, [--] engagements
"The problem is stopping the ATM absent another vehicle to accumulate BTC (CBs etc.) would not necessarily cause the mNAV to expand as Josh expects. If anything it would compress IMO as there would be no basis for a premium to exist in the first place if theyre not increasing BTC per share"
X Link 2025-05-03T17:13Z [----] followers, [----] engagements
"You should go pay for and read the full article on ProCap BTC Pompliano's treasury company. Interesting (bleak) stuff. $CCCM"
X Link 2025-11-20T06:09Z [----] followers, 24.8K engagements
"What is wrapped bitcoin What skeptics of @Strategy miss: Digital Capital ($BTC) outperforms physical capital. Digital Credit ($STRC) outperforms conventional credit. Amplified Bitcoin ($MSTR) outperforms wrapped Bitcoin. What skeptics of @Strategy miss: Digital Capital ($BTC) outperforms physical capital. Digital Credit ($STRC) outperforms conventional credit. Amplified Bitcoin ($MSTR) outperforms wrapped Bitcoin"
X Link 2026-02-07T00:46Z [----] followers, [----] engagements
"I figured how this went down. Mike you cant say your stock is going to outperform bitcoin. Big no no. What if we say our stock outperforms wrapped Bitcoin. Wtf is wrapped bitcoin Could mean anything so it means nothing. Brilliant What skeptics of @Strategy miss: Digital Capital ($BTC) outperforms physical capital. Digital Credit ($STRC) outperforms conventional credit. Amplified Bitcoin ($MSTR) outperforms wrapped Bitcoin. What skeptics of @Strategy miss: Digital Capital ($BTC) outperforms physical capital. Digital Credit ($STRC) outperforms conventional credit. Amplified Bitcoin ($MSTR)"
X Link 2026-02-07T01:06Z [----] followers, [----] engagements
"What did I say to upset Matt Cole to this degree 😂 $ASST"
X Link 2026-02-07T01:39Z [----] followers, 19.8K engagements
"Skip should make bitcoin price predictions. Hed probably be a top 10% predictoor. If Seattle wins I will wear a Sam Darnold jersey on tomorrow's Arena Gridiron at 2:30 E. Seattle will not win. Same Darnold. If Seattle wins I will wear a Sam Darnold jersey on tomorrow's Arena Gridiron at 2:30 E. Seattle will not win. Same Darnold"
X Link 2026-02-09T04:14Z [----] followers, [----] engagements
""Digital Credit" is simultaneously leverage and not leverage depending on which message is most palatable at the time. Schrodinger's Leverage"
X Link 2026-02-12T14:19Z [----] followers, [----] engagements
"@ASchatzNFL .wonder what the Pats' stats look like when you remove garbage time numbers. Seahawks managing the clock basically let them slowly march down the field"
X Link 2026-02-12T15:47Z [----] followers, [----] engagements
"@bruce5587 whats that opex # based on So do you guys agree with this solely on the SATA follow-on offering Raised $225M which includes the $90M in SMLR debt exchange. Results in $135M in cash. Net proceeds were $109.2M according to 8-K. So the $135M went to: -$25.8M in underwriter discount and fees (delta between $135 and $109.2) -$20M to Coinbase loan. -$29M to Bitcoin. -$60.2M (the balance) to cash for general corporate purposes etc. https://twitter.com/i/web/status/2022121018006134997 https://twitter.com/i/web/status/2022121018006134997"
X Link 2026-02-13T01:29Z [----] followers, [---] engagements
"@btc_overflow I gotcha man. I'm just joking. Strategy management has become disciplined about saying "amplified." But I've seen folks flip-flop on saying the companies are leveraged or not depending on the context"
X Link 2026-02-13T03:59Z [----] followers, [---] engagements
"@Crypto_Mags ugh"
X Link 2026-02-13T04:25Z [----] followers, [---] engagements
"@ThisisMarcG Haha small world. That looks pretty neat. Thanks Marc"
X Link 2026-02-13T22:01Z [----] followers, [--] engagements
"@chcbearsfan has really built out his site Think its a great move toward more accurately valuing these companies. There are a lot of unpredictable aspects to model that absolutely impact expected return for common. Amount/price of capital raises dilution via equity awards that dont result in more BTC etc. https://twitter.com/i/web/status/2022718585949626612 https://twitter.com/i/web/status/2022718585949626612"
X Link 2026-02-14T17:04Z [----] followers, [--] engagements
"Receipts below. This is why Strategy will probably never suspend the dividends on $STRF $STRC and $STRK as they are cumulative preferred. Suspending any of these divs would make Strategy unable to use the ATM for any of their securities including the common. They might suspend $STRD divs as non-cumulative preferred. Applicable Form S-3 instructions and SEC compliance and disclosure interpretations. $MSTR I like Richard but its not 0% chance MSTR fails as its a company with employees and advisors who can fail. Very low probability. Higher chance it underperforms BTC. Here are the more novel"
X Link 2026-02-04T01:37Z [----] followers, 11.8K engagements
"Has anyone used a water turbine to power a bitcoin miner Water drops about [--] through a [--] culvert in a pond dam. Any water turbines sold in US that might work"
X Link 2026-02-13T21:04Z [----] followers, [----] engagements
"Wow. This is really cool. I wonder if you might include mNAV based on (1) Market Cap of Common / NAV Attributable to Common; and (2) Market Cap of Fully Diluted Shares / NAV Attributable to Common. Net Asset Value Attributable to Common = BTC Value + Cash - Debt - Preferred Liquidation Preference https://twitter.com/i/web/status/2022554503648846163 https://twitter.com/i/web/status/2022554503648846163"
X Link 2026-02-14T06:12Z [----] followers, [---] engagements
"Efficient use of capital matters a great deal. MetaPlanet probably remains the best treasury co option. If you view treasury companies as asset management businesses then it's only Metaplanet providing a capital return on bitcoin beyond expenses https://t.co/p8NcLDDTUd If you view treasury companies as asset management businesses then it's only Metaplanet providing a capital return on bitcoin beyond expenses https://t.co/p8NcLDDTUd"
X Link 2026-02-15T03:10Z [----] followers, [----] engagements
"@MaoBaoBaomby @mikealfred He holds ETH"
X Link 2026-02-15T04:10Z [----] followers, [---] engagements
"This is your filing. $ASST was obligated to report the aggregate fair value of the equity award on the grant date in accordance with FASB. You reported $19.3M to the CLO in [----]. The current value may well be under $1M due to the stock price dropping 95+%. Yeah equity awards vest. @JesseKobernick Misleading & inaccurate. [--]. These RSUs vest over multiple years. [--]. The fair market value of the RSUs is under $1M. [--]. These RSUs never amounted to 4% ownership position in the company. [--]. Logan is a rockstar Heres the link to our [---] page S-4 from 12/3/25 to back into the @JesseKobernick Misleading"
X Link 2026-02-13T17:00Z [----] followers, 13.7K engagements
"@ericyakes So the "1x mNAV bears" were actually bullish"
X Link 2026-02-13T17:26Z [----] followers, [---] engagements
"@Roubini18 Most people probably shouldnt even hold individual equities. SPY and BTC would outperform"
X Link 2026-02-15T04:12Z [----] followers, [--] engagements
"This dude blocked me because I highlighted his prior get rich quick scam. But he still copies my posts. 😂 Have at it British Happy lurking"
X Link 2024-12-06T16:41Z [----] followers, 11.1K engagements
"What a great clip here from @dgt10011 on $MSTR. I have to listen to this whole interview"
X Link 2024-12-08T19:50Z [----] followers, 27.5K engagements
""If you're too careful your whole life can become a fuckin' grind." The S&P [---] goes up really slowly and goes down very quickly. Goes up more than it goes down. Bitcoin goes up very quickly goes down very quickly. Goes up a lot more than it goes down. Pick your fighter. The S&P [---] goes up really slowly and goes down very quickly. Goes up more than it goes down. Bitcoin goes up very quickly goes down very quickly. Goes up a lot more than it goes down. Pick your fighter"
X Link 2024-12-12T00:23Z [----] followers, 204.6K engagements
"#Microsoft filed a shelf registration today with the SEC to offer and sell debt securities. They have the opportunity to do the funniest thing. $MSTR"
X Link 2024-12-13T05:13Z [----] followers, 15.9K engagements
"I expect $MSTR to submit a similar proposal to shareholders as MetaPlanet has done here to increase the number of Class A shares that MSTR is authorized to issue. Currently MSTR is capped at issuing 330M Class A shares under their org docs. There are 279.5M assumed diluted shares outstanding. (Assumed diluted shares o/s is the important number here--rather than o/s shares--because MSTR needs to ensure they they always have enough available Class A shares to issue to note holders should they convert.) MSTR issued about 40.9M shares in Q4; so they may need to raise that 330M cap to continue to"
X Link 2024-12-16T18:46Z [----] followers, 65.9K engagements
"There has been talk of continuous downward pressure on MSTR's price from the ATM. Putting aside how much volume the ATM sales actually represent MSTR would not be able to conduct a similarly sized ATM without first amending their Certificate of Incorporation ("COI") which requires shareholder approval. To expand on my post below I want to explain how this is likely to play out and why I think there will be no ATM in place for a period of time. A few approximate numbers: 330M - number of Class A shares authorized for issuance under the COI 279M - number of assumed diluted shares outstanding"
X Link 2024-12-17T19:53Z [----] followers, 198.7K engagements
"Given the market dump the only question in my mind is do I buy more bitcoin or more MSTR"
X Link 2024-12-18T20:47Z [----] followers, [----] engagements
"I mentioned previously that MSTR would need to increase the number of authorized shares before it would be able to expand much beyond the current 21/21 plan. Their 330M Class A shares would be about tapped after they finish the current ATM and max out the $21B in convertible bonds. Based on the preliminary proxy statement filed today with the SEC MSTR is indeed asking shareholders to approve an increase in the number of authorized shares allowed under their Certificate of Incorporation--specifically: - increase the authorized Class A shares from 330M to 10.33B. Basically tacking on an extra"
X Link 2024-12-23T23:40Z [----] followers, 262.7K engagements
"I'm bullish on bitcoin and MSTR. I think they're both going to appreciate at a faster rate over a longer period of time than practically all other investable assets. Their investment thesis remains sound in spite of the recent doom poasters and short-term price action. I spent the day teaching my daughter how to snowboard. X is great for many things but I highly recommend not following it too closely. I think it can distort your perspective and lead to poor investment decisions. I know from personal experience.😂 When I'm back from vacation I'm going to try to improve my own systems to"
X Link 2024-12-30T23:47Z [----] followers, [----] engagements
"Cedar saunas--purchased tax-free through HSA funds--are going to be very popular in the next couple years. @crisreed HSA @crisreed HSA"
X Link 2025-01-06T21:49Z [----] followers, 74.3K engagements
"Cant tell if were going to the moon tomorrow or back to 58k"
X Link 2025-01-20T00:08Z [----] followers, 33.6K engagements
"Some people are misunderstanding the 55% vote in favor of $MSTR increasing the authorized shares. This figure does not mean that 45% voted against the measure. The figure reflects that 55% of all shares that could have voted on the measure voted for it. I'm sure that many shareholders did not vote and there were many broker abstentions. I wouldn't be surprised if 90% of the shares that actually voted voted FOR the measure. We'll know when MSTR files its 8-K. Doesn't Saylor have just under 50% voting rights Does that mean the vast majority of non-Saylor shares voted against both these"
X Link 2025-01-21T17:24Z [----] followers, 30.3K engagements
"New $MSTR shelf registration that now includes: debt securities preferred stock depositary shares warrants and units (in addition to Class A common): https://www.sec.gov/Archives/edgar/data/1050446/000119312525012707/d608278ds3asr.htm https://www.sec.gov/Archives/edgar/data/1050446/000119312525012707/d608278ds3asr.htm"
X Link 2025-01-27T13:01Z [----] followers, 30K engagements
"Bitcoin has permanently altered my views on volatility. I read headlines of HUGE MARKET CRASHES and see the S&P has dropped 1.5% on the day. 😂"
X Link 2025-01-27T21:38Z [----] followers, [----] engagements
"@RnaudBertrand Do you think DeepSeek had a budget under $10M"
X Link 2025-01-28T05:45Z [----] followers, 50.8K engagements
"Is this the first 8-K in which a company announced expressly that it did not buy bitcoin 😂 Last week MicroStrategy did not sell any shares of class A common stock under its at-the-market equity offering program and did not purchase any bitcoin. As of 2/2/2025 we hodl [------] $BTC acquired for $30.4 billion at $64511 per bitcoin. $MSTR https://t.co/QTBWl8KlNv Last week MicroStrategy did not sell any shares of class A common stock under its at-the-market equity offering program and did not purchase any bitcoin. As of 2/2/2025 we hodl [------] $BTC acquired for $30.4 billion at $64511 per bitcoin."
X Link 2025-02-03T13:14Z [----] followers, [----] engagements
"The Sovereign Wealth Fund should buy $MSTR's convertible bonds. @PunterJeff @howardlutnick 😮You forgot an important one. [--]. On October30 [----] MicroStrategy Incorporated $MSTR entered into a Sales Agreement with Cantor Fitzgerald& Co to issue and sell shares of its class A common stock to buy bitcoin. @PunterJeff @howardlutnick 😮You forgot an important one. [--]. On October30 [----] MicroStrategy Incorporated $MSTR entered into a Sales Agreement with Cantor Fitzgerald& Co to issue and sell shares of its class A common stock to buy bitcoin"
X Link 2025-02-03T20:58Z [----] followers, [----] engagements
"This could have been an email. SOON: @davidsacks47 @SenatorTimScott @RepFrenchHill @JohnBoozman and @CongressmanGT will host a press conference to discuss how the Trump administration and Congress will work together to secure America as a leader in the digital asset ecosystem. https://t.co/8fs9pWZ5tr SOON: @davidsacks47 @SenatorTimScott @RepFrenchHill @JohnBoozman and @CongressmanGT will host a press conference to discuss how the Trump administration and Congress will work together to secure America as a leader in the digital asset ecosystem. https://t.co/8fs9pWZ5tr"
X Link 2025-02-04T19:50Z [----] followers, [----] engagements
"Three thoughts on the latest excellent episode of @MSTRTrueNorth. Great job guys. [--]. @PunterJeff makes a good point on MSTR's decision of whether to issue CBs now: if MSTR is generally comfortable selling shares in the ATM they should be comfortable issuing CBs even with a lower conversion premium because it would still be more accretive than ATM equity sales. [--]. Nothing fundamental has changed in bitcoin to suggest that its volatility is permanently dampened. Volatility will return. We are very close to the action on bitcoin twitter so the drop in volatility feels more pronounced and"
X Link 2025-02-13T09:16Z [----] followers, 15.7K engagements
"Lot of posts on $MSTR share price and what Saylor must do to please traders. IMO: - The clear and stated goal is to acquire as much #bitcoin as possible. They believe this strategy maximizes long term shareholder value. - They dont care about your options trades. - They dont care about short term price action or mNAV. - They dont care if you lose $ hopping in and out of short/long positions trying to time the bitcoin price. - I doubt their strategy is guided much if at all by EPS earnings reports or FASB changes. - Of course long term they want the stock price to go up. They expect it will"
X Link 2025-02-23T21:02Z [----] followers, 16.9K engagements
"I really admire @PunterJeff @ryQuant and the other folks who were able to think independently and see what $MSTR could become. Sentiment is poor now and it was lackluster when these guys were both buying $MSTR and putting their contrarian ideas out there for the world to scrutinize. Bold moves. 🍻"
X Link 2025-03-04T06:40Z [----] followers, 11.9K engagements
"Highly recommend 👇"
X Link 2025-03-06T13:35Z [----] followers, [----] engagements
"What is Jeff talking about It's been less than a week since the SBR was announced. There's been a market-wide sell-off. Maybe we should lower our time preference before insisting that we need "multilateral cooperation" for the SBR to be a success. Also this statement is just incorrect: "Bitcoin always needs catalysts to go up." Bitcoin goes up because of its fundamental monetary properties that make it better money and particularly a better store of value. The narrative (or "catalysts") are backward looking attempts to explain that price movement. Crypto tokens that lack utility (aside from"
X Link 2025-03-11T00:39Z [----] followers, 36.1K engagements
"@krystalball He's describing the difference between how his mom--a worthy recipient of SS--would react vs. how a fraudster would react to not getting a SS check if they hypothetically didn't receive their check"
X Link 2025-03-21T18:57Z [----] followers, 23.7K engagements
"$GME shareholders about to get accretively diluted so hard. Apes are about to get a crash course in Convertable Bonds https://t.co/D9CR6mYh9Y Apes are about to get a crash course in Convertable Bonds https://t.co/D9CR6mYh9Y"
X Link 2025-03-26T22:29Z [----] followers, [----] engagements
"Feeling more bullish now than when #bitcoin goes vertically up. Treasury secretary Scott Bessent admits "Bitcoin is a store of value" We are not bullish enough. https://t.co/i9cT9pqETg Treasury secretary Scott Bessent admits "Bitcoin is a store of value" We are not bullish enough. https://t.co/i9cT9pqETg"
X Link 2025-04-04T17:56Z [----] followers, [----] engagements
"@PunterJeff tonight on @MSTRTrueNorth explaining game theory"
X Link 2025-04-09T18:52Z [----] followers, 10.2K engagements
"The main reason I want #bitcoin to moon is so I never have to join another Teams or Zoom call. Many such cases https://t.co/ADAXaV1Ouh Many such cases https://t.co/ADAXaV1Ouh"
X Link 2025-04-21T01:04Z [----] followers, [----] engagements
"Simpler is better [--] Capital:"
X Link 2025-04-23T15:55Z [----] followers, 22.3K engagements
"Interesting how much Saylor is talking about "mNAV" in this call. $MSTR Join our livestream for a discussion of Q1 financial results including a review of $MSTR $STRK $STRF and Convertible performance; a tutorial on our BTC metrics models and methods; and key @Strategy insights no investor should miss. https://t.co/0sDLmOLca9 Join our livestream for a discussion of Q1 financial results including a review of $MSTR $STRK $STRF and Convertible performance; a tutorial on our BTC metrics models and methods; and key @Strategy insights no investor should miss. https://t.co/0sDLmOLca9"
X Link 2025-05-01T21:54Z [----] followers, 21K engagements
"I've never tried to time a #bitcoin cycle but if I did $STRK would be a pretty awesome instrument. If you're wrong and there is no deep bear you capture a lot of upside if $MSTR pumps to $1k+. @grok can show you the potential value. I'm not surprised Saylor hyped it"
X Link 2025-05-01T23:02Z [----] followers, [----] engagements
"I tried to make this point in the past: what $MSTR is doing with the ATM is substantively the same as what every company does in every capital raise. But #bitcoin confounds people. Whether in a private capital raise or public offering a company goes out to investors and says: we need $ to execute on our business plan. We will issue you shares at X dollar per share. We think that we will be able to use this capital in a way that increases the overall value of the company to such an extent that the dilution that shareholders experience will be offset by the increase in the total value of the"
X Link 2025-05-05T18:13Z [----] followers, 47K engagements
"Omg. I was listening to the recent @HurdleRatePod and of course heard @PunterJeff bring up Sherwin-Williams. The Sherwin-Williams subreddit is talking about the $MSTR market cap. In disbelief.😂"
X Link 2025-05-06T04:10Z [----] followers, 37.5K engagements
"We need a word for that gap in time between when $MTPLF stops trading in the US and 3350.T starts trading in Japan"
X Link 2025-05-08T22:19Z [----] followers, [----] engagements
"Were very fortunate that @Strategy was the first LBE. In an alternate reality we would have a massive failure or pump n dump. Instead we got consistency reliability reasonable leverage and probably the best #bitcoin communicator for the media age. An excellent model"
X Link 2025-05-14T04:18Z [----] followers, [----] engagements
"I'm glad Mallers is confident but.napkin math: XXI moves fast and buys 500k BTC at an avg. price of $150k/BTC. So they need $75 billion in income to pull it off. Roughly what the biggest company in the world generated last year. $MSTR also needs to stop buying. Ok.👌 Jack Mallers confidently stated that XXI will surpass MicroStrategy (MSTR) in Bitcoin (BTC) holdings not out of ego but with absolute certainty. After reflection heres potentially why: XXI is positioned to become the Bitbond originator for U.S. and Japanese sovereign Jack Mallers confidently stated that XXI will surpass"
X Link 2025-05-14T20:14Z [----] followers, 19.1K engagements
"@HermesLux Baffles me that anyone would buy $MSTY when you can just sell .10 delta calls against Katie Martins teeth"
X Link 2025-05-15T03:58Z [----] followers, [----] engagements
"Why would the mNAV of $MSTR run if they turned off the ATM i.e. largely stopped buying #bitcoin. This makes no sense to me. Explain to me like Im a golden retriever. Whos buying the bitcoin-accumulator-company if it stops accumulating bitcoin"
X Link 2025-05-17T02:12Z [----] followers, 45.6K engagements
"I looked into $MSTRs BTC reserves a while ago. Off the top of my head I recall the audited financials basically say we KPMG certify that we did due diligence and confirm that $MSTR controls its BTC. Then the Board C suite execs certify the filings that reflect the BTC holdings. And they all go to prison if theyre committing fraud. I dont think proof of reserves do much for providing comfort in any case. By owning a companys equity or debt you are already outside of the trust-less system of bitcoin and in the fiat system of trusting that dozens of third parties arent lying. How do you know the"
X Link 2025-05-18T23:48Z [----] followers, 72.6K engagements
"Feels like were conducting international relations over here. Americans buying up $MTPLF during US hours then our Japanese comrades pick up the load with 3350.T. @dylanleclair is going to win a Nobel Peace Prize"
X Link 2025-05-20T01:10Z [----] followers, [----] engagements
"Is this right: I give @Strategy $100 for $STRK. They give me $8 each year. After $MSTR goes to $1000 I start participating in the gains. So I dont get any of the gains from $360-1000. But Im cool with that because I get $8/yr. Why dont I instead buy anything that yields more than 8% then buy $MSTR when it hits $1000/sh if Im so inclined GM today is a good day to look into $STRK and $STRF the institutional grade assets available for EVERYONE https://t.co/5eHpXFN6Uu GM today is a good day to look into $STRK and $STRF the institutional grade assets available for EVERYONE https://t.co/5eHpXFN6Uu"
X Link 2025-05-28T15:48Z [----] followers, 77.5K engagements
"Were at the point where a public company can buy hundreds of millions in BTC but bitcoiners will ridicule the CEO for not fully porting. 😂 $GME"
X Link 2025-05-29T04:12Z [----] followers, 53.3K engagements
"Assuming $MSTR is selling $STRK ATM today this is exactly what they should be doing any time the price rises to any degree above the $100 liquidation preference. An investor should buy $STRK with the expectation that this will occur repeatedly"
X Link 2025-06-05T21:29Z [----] followers, 32.9K engagements
"If $MSTR does a 10:1 stock split it will be easier to see why $STRK will eventually trade at a premium to the common. A split would cause an adjustment to the conversion ratio of $STRK (and an inverse adjustment to the conversion price). Each $STRK share would then convert into [--] common share--but the $STRK share would still get an $8 dividend and seniority in the capital stack. @TheJesseMK @herbspready @MicroStrategy Yep I think this was very deliberate given the "Strike" name with an intended 10:1 split around $1000. After that "strike" is reached STRK would simply be equivalent to a share"
X Link 2025-06-06T05:55Z [----] followers, 22.6K engagements
"Richards analysis of $MTPLF is technical and sound. But a vibes-based approach tells me were going closer to $100/sh. Someone just asked for some napkin maths on latest $MTPLF / 3350.T / DN3 announcement. - $5.5bln raise essentially increasing market cap by 75% and 7xing the bitcoin. In scale this is way way bigger than saylors [--] & [--] so 10/10 for aggression. - Assume they buy it and https://t.co/kn9zsUIlXB Someone just asked for some napkin maths on latest $MTPLF / 3350.T / DN3 announcement. - $5.5bln raise essentially increasing market cap by 75% and 7xing the bitcoin. In scale this is way"
X Link 2025-06-06T20:04Z [----] followers, 13.7K engagements
"The number of small accounts suddenly posting doomsday posts on MetaPlanet being a PFIC has me on alert. A similar thing played out many times during MSTRs rise. Certainly DYOR but also be aware that social media is actively used by parties to sow uncertainty. Also I really wouldnt expect the company to provide any statement around tax treatment with respect to your holdings. If anything it might be a risk factor-type disclosure advising you to seek your own tax counsel"
X Link 2025-06-10T04:20Z [----] followers, 19.1K engagements
"I'm glad Saylor is still talking about the abhorrent system that was imposed during covid. Small businesses and workers were crushed by government edict and financiers and asset owners prospered. I wonder how many new bitcoiners were minted during this era. Michael Saylor appears on Jordan Peterson Podcast. Full episode: https://t.co/jBBjfia0of Michael Saylor appears on Jordan Peterson Podcast. Full episode: https://t.co/jBBjfia0of"
X Link 2025-06-10T23:56Z [----] followers, 10.3K engagements
"I think some of the new BTC treasury companies are misunderstanding why @Strategy and @metaplanet have been so successful. Each of these companies has very smart thoughtful seasoned operators. Their teams are largely heads down keenly focused on executing their strategy. They clearly communicate their intentions. The social media following and shareholder adoration around these companies was a reaction to the successful execution of their business strategies. A new BTC company can put forth a marketing effort to generate this shareholder fandom but if they dont demonstrate focused execution"
X Link 2025-06-23T03:53Z [----] followers, 10.5K engagements
"I agree with @MasonFoard on tonight's episode of @MSTRTrueNorth. Fundamentally if a BTC company is not acquiring BTC the market will not grant it a premium to NAV. The only way for @Strategy to acquire BTC into early [----] was the common ATM. Zooming out $MSTR is performing basically how we would expect a levered BTC entity to perform: - 1-week: BTC up 3.14%; MSTR up 5.22% - 1-month: BTC down 2.1%; MSTR up 4.43% - 1-year: BTC up 74.49%; MSTR up 164.99% With 20/20 hindsight you'd do well buying $MSTR common shares and hodling. As @saylor has emphasized the company acts in the best interest of"
X Link 2025-06-26T09:01Z [----] followers, 26.4K engagements
"People angered by bitcoin treasury companies should read this book: The Company. The book posits that the concept of the modern company--with artificial personhood tradeable shares and limited liability--contributed significantly to the west's wealth creation and centuries of dominance. Many countries adopted the UK's concept of a modern company and likewise prospered. It was inevitable that an excellent idea for an individual or family--to buy and hodl bitcoin--would be adopted by companies as well. The company is simply the best vehicle to efficiently organize a large number of people and"
X Link 2025-06-29T22:46Z [----] followers, 37.6K engagements
"Some thoughts and resources on the issuance of MetaPlanet preferred stock: - There has been talk of the September shareholder meeting including a proposal to approve preferred stock (which would be reflected by an amendment to the Company's Articles of Incorporation). Some folks have guessed that preferred stock won't be issued until [----] due to this shareholder meeting timing and the processes required to approve the listing of preferred. A positive note on timing: I doubt the Company needs to wait for this September shareholders meeting to apply for and obtain approval from the Tokyo Stock"
X Link 2025-07-01T18:36Z [----] followers, 31.7K engagements
"This news about a Thailand acquisition along with other comments by @gerovich suggest to me that MetaPlanet will be open to accretive M&A activity in the future. I think there will be opportunities to acquire BTC treasury companies when they trade at a discount to NAV. Some have said a target co. trading at a discount to NAV would not agree to sell because the co. could simply sell its BTC and buy back their shares which would result in an increase in BTC per share. But a company trading at a discount to NAV that then starts to sell its BTC would likely create a downward spiral in its stock"
X Link 2025-07-04T04:41Z [----] followers, 28K engagements
"One thing I want to clear up: $STRK does NOT have a $1000 call option on $MSTR. Rather each buyer of $STRK has a "call option" of sorts with differing strike prices (or implied conversion prices) determined by each investor's basis in $STRK. Today the call option has a strike of $1240. The reason for this is that the "call option" does not have a fixed conversion price. Rather the instrument provides a 10:1 conversion right that allows you to convert [--] $STRK shares into [--] $MSTR common share. So if you buy $STRK at $100 you would only choose to convert if $MSTR reached $1000. And if you buy"
X Link 2025-07-11T16:55Z [----] followers, 70.5K engagements
"Wow. Power Law is so powerful it can predict that we're in a bull run after BTC goes up $12k in the past week. Multiple indicators pointing to the same thing. It seems the bull run is on again. https://t.co/0YPkKBuc4v Multiple indicators pointing to the same thing. It seems the bull run is on again. https://t.co/0YPkKBuc4v"
X Link 2025-07-14T05:15Z [----] followers, 22.2K engagements
"Very interesting post below. $MTPLF. @metaplanet Morgan Stanleys piece points to a major shift in Japan. Savers are becoming investors. Japan lived through decades of deflation and stagnation where holding cash made sense. But when consumer prices rose 4% year-over-year in January [----] their $8.1 trillion sitting in household cash and deposits started looking for a solution. To drive this home Japanese households held 51% of their assets in cash as recently as early [----]. Let that sink in. More than half of everything in cash. Trillions in retail cash. How yield-starved are Japanese investors"
X Link 2025-07-16T17:06Z [----] followers, 16.6K engagements
"No one cared when #bitcoin hit $50k or $75k or $100k. Bitcoin is around $120k and no one outside of bitcoin land cares. No one will care at $200k or $500k or $1M. A weird thing we just need to get used to"
X Link 2025-07-18T00:36Z [----] followers, 596.5K engagements
"@sunny051488 Good pt"
X Link 2025-07-18T01:26Z [----] followers, 17.7K engagements
"This is in no small part why I will hold $MSTR forever"
X Link 2025-08-02T03:55Z [----] followers, 58.6K engagements
"$STRF--yielding 8.6%--still seems more attractive than $STRC--yielding 10.35% yield. STRF being senior in the capital stack (behind only bonds) is very appealing as is the 1% penalty if $MSTR defers any dividend owed on STRF. If STRC succeeds and MSTR can run the ATM on it that both builds the BTC capital base which helps STRF and reduces the need to ATM STRF. I'm okay giving up 1.75%/yr for seniority in the capital stock and higher potential price appreciation. I understand why MSTR common holders want their grandmas to buy STRC but STRF seems like the better investment option"
X Link 2025-10-05T05:33Z [----] followers, 34.7K engagements
"I think @HermesLux is generally right regarding the inability of #bitcoin treasury companies to sustain high mNAVs unless they develop other income streams. But I think these companies including $MSTR and @metaplanet will need to go further to reassure the market that common share dilution is off the table. To do this they will need to legally eliminate the company's ability to easily turn on the common share ATM. I explain why and how below. Many treasury companies are hoping that $BTC pumps hard; investors hop back into riskier assets to try to outperform BTC; premiums expand; and they can"
X Link 2025-10-08T06:59Z [----] followers, 41.4K engagements
"I like MetaPlanet but I think it's misleading to refer to their BTC income generation as a "profitable operating business." They sell cash secured puts. The only way they can sell the puts is to first have cash--and the only meaningful way for them to get cash is to first dilute common holders through the sale of stock. (They say they don't use margin.) This is not an operating business in any ordinary sense of the term. So it's not surprising that the market doesn't value MetaPlanet based on its "operating business." $MTPLF is a fascinating case study in the bitcoin treasury space. They hold"
X Link 2025-10-15T20:30Z [----] followers, 25.1K engagements
"Simply put preferred stock enables the expansion of Bitcoin holdings without dilution allowing an increase in Bitcoin per share without being influenced by mNAV. Id be inclined to buy more if they put things in place to limit the common dilution to cover only preferred dividends. Provide the market certainty that should MP sell $1B in preferred we are getting exposure to 30% leverage on attractive terms. Remove the uncertainty on whether the company will decide to delever and dilute at any moment via common share sales. [--] https://t.co/gjPKLOICtF [--] https://t.co/gjPKLOICtF"
X Link 2025-10-17T04:36Z [----] followers, 11.5K engagements
"Having no debt as a BTCTC should not be a point of pride. Anyone can get exposure to non-leveraged BTC without having to bear operational risk or expenses. LATEST: Metaplanet CEO says the firm has one of the strongest balance sheets in Japan with virtually no debt and growing Bitcoin reserves. https://t.co/JMNRXPPfdC LATEST: Metaplanet CEO says the firm has one of the strongest balance sheets in Japan with virtually no debt and growing Bitcoin reserves. https://t.co/JMNRXPPfdC"
X Link 2025-10-17T17:14Z [----] followers, 18.6K engagements
"S&P committee: How will you grow MSTR: We will sell high yielding preferred stock. S&P: How will you pay for the dividends if you operate at a loss MSTR: Well sell common stock to new shareholders which we hope will be the S&P index investors. S&P: 🤔 MSTR: 😬 MSTR will join the S&P [---] in early [----]. It's just a matter of time. MSTR will join the S&P [---] in early [----]. It's just a matter of time"
X Link 2025-10-19T01:51Z [----] followers, 18.1K engagements
"Thoughts on BTCTCs: [--]. If a company approaches potential investors with respect they'll get respect in kind. Repeatedly telling investors and critics that they are simply confused lack conviction and don't get it" does nothing for persuading anyone. Many folks have paid close attention to the larger BTCTCs pouring through SEC filings and discussing the businesses ad nauseum. There are many reasonable critiques and uncertainties. Companies should try to understand them. [--]. BPS and BTC Yield are inadequate as valuation metrics as they fail to incorporate the perpetual liabilities of preferred"
X Link 2025-10-23T14:35Z [----] followers, 26.5K engagements
"$MSTR sold $69M in equity mostly common stock to buy $45M in BTC. At [---] mNAV. This is the business plan. Presumably they could have sold $24M in equity and bought [--] BTC. But that might not look so good. If you think MSTR is selling common to pay preferred dividends rest easy. The real operating income covers the pref dividends. And the proceeds from the common ATM cover the operating expenses. Boom problem averted. Strategy has acquired [---] BTC for $45.6 million at $114771 per bitcoin and has achieved BTC Yield of 26.1% YTD [----]. As of 11/2/2025 we hodl [------] $BTC acquired for $47.49"
X Link 2025-11-03T15:41Z [----] followers, 51.8K engagements
"$SATA preferred at $80-90/sh is pretty appealing IMO. 13-15% yield. Senior in a capital stack that has no debt. $100 minimum liquidation preference. Company incentive and stated goal to get the price up to at least $95 via rate adjustments. Given the liq preference and BTC over-collateralization you dont really need to have an opinion on the $ASST common to like the preferred if you think BTC will generally do okay. I also like that theyre setting aside [--] months of dividend obligations in cash. Strive is offering $SATA a new Perpetual Preferred Stock via IPO to select investors. $ASST"
X Link 2025-11-05T22:49Z [----] followers, 25.5K engagements
"$MSTY (with dividends reinvested) has outperformed $MSTR YTD. 😂"
X Link 2025-11-13T17:01Z [----] followers, 12.1K engagements
"New high yield savings account (13-14%) just dropped on Polymarket. $MSTR @BTCBullRider"
X Link 2025-01-07T00:42Z [----] followers, 27.5K engagements
"Wow. The number [--] company Nippon Telegraph and Telephone has a market cap that is $90B USD larger than MetaPlanet's market cap. 🤯 Great volume for selling more shares to buy BTC. $MTPLF The #1 most traded stock in Japan. 158.8m shares. 132b ($921m) traded. Volatility is vitality. ⚡ https://t.co/V9uXup3GJp The #1 most traded stock in Japan. 158.8m shares. 132b ($921m) traded. Volatility is vitality. ⚡ https://t.co/V9uXup3GJp"
X Link 2025-05-23T08:20Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing