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@PunterJeff Avatar @PunterJeff Jeff Walton

Jeff Walton, also known as Michael Saylor, is making significant strides with his company, MicroStrategy ($MSTR). He recently gave a keynote presentation at Bitcoin Asia 2025, discussing the digital transformation of risk and the concept of digital credit. His company is also making progress, ranking as the 154th largest US company by market capitalization and consistently qualifying for the S&P XXX.

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Social Influence

Social category influence cryptocurrencies #1391 stocks XXXXX% finance XXXXX% currencies XXXX% social networks XXXX% technology brands XXXX% automotive brands XXXX%

Social topic influence bitcoin #470, $mstr #193, market cap #484, money #3646, dividend #126, $asst #180, $strf 5.13%, $sata #3, $strd 5.13%, $strk XXXX%

Top accounts mentioned or mentioned by @bitcoinforcorps @hurdleratepod @colemacro @saylor @truenorthclips @roaringragnar @z06z07 @pkcph123 @hurdlerateclips @bramk @j64 @junkrat1337 @amcscam @tiggersdad2 @wubbabtc @gratiattitude @unusualwhales @btcoverflow @strategy @bitcoinpierre

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Strive, Inc. (ASST) Strategy Incorporated (STRF) Stride (STRD) Strike (STRK) Digital Realty Trust Inc (DLR) Semler Scientific, Inc. (SMLR) Public Storage (PSA) Msci Inc (MSCI) Robinhood Markets, Inc. (HOOD)

Top Social Posts

Top posts by engagements in the last XX hours

"The Semler $SMLR meeting to vote and approve the acquisition by Strive $ASST will be held on January 13th 2026. See the thread below for the full filing with additional information"
X Link 2025-12-04T13:06Z 57.1K followers, 46K engagements

"Why have Bitcoin treasury co's like Strategy $MSTR and Strive $ASST shifted toward Perpetual Preferred Equity We believe Perpetual Preferred Equity is a structurally superior form of amplification for a LONG DURATION asset like Bitcoin $SATA $STRF $STRC $STRE $STRK $STRD"
X Link 2025-11-10T16:45Z 57.1K followers, 220.1K engagements

"Strategy tracking day XXX $MSTR now ranked 214th largest US equity by market cap Fell X companies today. Valued only X companies greater than Public Storage. Day XXX in a row qualifying for the S&P XXX 15th largest publicly traded equity by volume. Market cap is the only true comparable metric across all industries and the current valuation feels disproportionately lopsided relative to the financial strength growth and power of the balance sheet. Thesis is unchanged risk is mispriced"
X Link 2025-11-22T03:40Z 57.1K followers, 60.7K engagements

"MSCI is a New York based pubco ( $MSCI) with $5.3B in assets on its balance sheet. XX% ($3.7B) of MSCI's assets are classified as intangible (goodwill and other intangible assets). At the same time MSCI is proposing to exclude companies whose digital asset holdings represent XX% or more of its total assets from the MSCI Global Investable Market Indexes. Ironic that the intangible digital assets being targeted are exponentially more liquid observable and tradeable than goodwill and other legacy intangibles sitting on the rest of the worlds balance sheets. We need to continue educating the"
X Link 2025-11-25T00:17Z 57.1K followers, 349.2K engagements

"SATA is now available on Robinhood. $SATA"
X Link 2025-12-04T20:28Z 57.1K followers, 81.3K engagements

"Bitcoin solves the Millennials dilemma. "Where do I put my money" Real estate - too expensive S&P XXX - XX% of the co's don't make money Bonds - lol never Mag X - sure but I wish I could have bought when I was born AI - "What if I don't guess right" Bitcoin is IT"
X Link 2025-12-08T05:17Z 57.1K followers, 49.7K engagements

"@unusual_whales If only they had strong balance sheets to combat the risk of not generating enough operating profit"
X Link 2025-12-11T01:22Z 57.1K followers, 6414 engagements

"@btc_overflow Possible but the people shorting these instruments would also need to be prepared to pay the dividend. This increases the cost to short substantially. That dynamic didnt exist with common equity / MTPLF MSWs"
X Link 2025-12-11T14:01Z 57.1K followers, 4531 engagements

"Were on the brink of a global monetary paradigm shift where the incentive is monetary control of the new world order Digital Capital Credit Money and Banking are all multi-trillion dollar ideas up for grabs for those with the most courage. Ever seen sovereign FOMO"
X Link 2025-12-11T14:48Z 57.1K followers, 33.2K engagements

"$14 B is a lot to wrap your head around. Thats $100M XXX times In a single quarter"
X Link 2025-07-07T12:18Z 57K followers, 82.9K engagements

"True North Episode XX - "2026 the year of digital credit""
X Link 2025-11-13T03:03Z 57K followers, 222.1K engagements

"We believe in: X. Both Bitcoin and passive investing. X. Bitcoin will remain a critical part of the global financial system X. Neutral lowcost index funds are still the best way for most investors to access public equities. These beliefs are compatible. @ColeMacro"
X Link 2025-12-05T17:55Z 57K followers, 24K engagements

"In the eyes of S&P $MSTR dividend coverage just went from zero to XX months of coverage. Massive bolster to the previously issued Issuer Credit Rating. Will also lay the foundation for individual ratings on each preferred instrument 🟩👆🏼"
X Link 2025-12-01T14:08Z 57.1K followers, 66.1K engagements

"Sentiment on $MSTR feels eerily similar to Feb of 2024. Bears dunking on performance relative to BTC while the fundamentals were improving. Feel like @HermesLux and @Excellion sum it up well here. Strategy is very likely the most solvent company on the planet with the longest potential lifespan of ANY company on the planet yet Crypto Twitter bears feel like theyre dancing on graves expecting an implosion The cognitive dissonance is mind boggling. Perhaps the pure inverse of Nov 21st 2024 when the bulls were dunking"
X Link 2025-12-02T01:18Z 57.1K followers, 32.5K engagements

"Thoughts Re: $MSTR 🧵 X sentiment Institutional sentiment A cash reserve: X. Opens material capital doors X. Meaningfully reduces the risk profile of the preferred equity X. Provides more calculable certainty on common equity A XX year capital fortress will likely outlive XX% of the people on this app (assumes X% BTC appreciation) BTC is energy money you cant legislate more energy. Strategy has 12x more energy money than the next largest pubco. Its now the rating agencies chess move. By default capital adequacy has improved from ZERO to greater than XX months of coverage in X weeks. The"
X Link 2025-12-02T06:39Z 57.1K followers, 38.2K engagements

"Strategy tracking day day XXX $MSTR now ranked 203rd largest US company by market cap Jumped X companies today. No joke behind a company called Digital Realty Trust. Ill take Digital Manhattan any day of the week. Day XXX in a row qualifying for the S&P XXX 14th largest publicly traded equity by volume"
X Link 2025-12-03T03:04Z 57.1K followers, 66.6K engagements

"Strategy tracking day XXX $MSTR now ranked 198th largest US company by market cap Fell three companies today Day XXX in a row qualifying for the S&P XXX 22nd largest publicly traded equity by volume"
X Link 2025-12-05T04:14Z 57.1K followers, 43.6K engagements

"Strategy tracking day XXX $MSTR now ranked 196th largest US company by market cap Jumped X companies today. Green in a sea of Red Day XXX in a row qualifying for the S&P XXX 22nd largest publicly traded equity by volume"
X Link 2025-12-09T02:54Z 57.1K followers, 18.3K engagements

"Were back with episode XX of the Hurdle Rate Fresh thoughts from Bitcoin MENA conference. The race to acquire as much Bitcoin as possible is accelerating. Bitcoin is the hurdle rate"
X Link 2025-12-10T06:13Z 57.1K followers, 11.5K engagements

"Strategy tracking day XXX $MSTR now ranked 203rd largest US company by market cap Fell X companies today Day XXX in a row qualifying for the S&P XXX 19th largest publicly traded equity by volume"
X Link 2025-12-05T23:47Z 57.1K followers, 38.7K engagements

"Strive Abu Dhabi Happy Hour Today December 8th 5:30pm - 6:30pm XX Degrees Bar at Andaz (18th floor) Lets chat Digital Credit & Amplified Bitcoin"
X Link 2025-12-08T10:23Z 57.1K followers, 35.1K engagements

"Real estate = $ capital Renting the real estate = $ risk taking Risk taking = cash flow Bitcoin = capital Issuing credit = risk taking Risk taking = cash flow Real estate owners are renting the utility of real estate in exchange for money. Real estate owner takes on the financing risk (Absorbing physical and financial volatility - taxes mortgage insurance catastrophe downturns etc). Bitcoin owners are renting the Store of Value utility of the Bitcoin in exchange for money Bitcoin owner takes on the financing risk (Absorbing digital volatility)"
X Link 2025-12-10T22:14Z 57.1K followers, 21.6K engagements

"We want to be the second largest corporate issuer of digital credit on the planet Great to rip with Danny on WBD. He seemed to think he was giving me a hard time but hard questions deserve air time. Bitcoin is evolving and corporations are critical"
X Link 2025-12-11T16:22Z 57.1K followers, 21K engagements