@RHodls Avatar @RHodls Rob HODLs

Rob HODLs posts on X about bitcoin, $mstr, mstr, $strc the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence cryptocurrencies #4051 stocks 47.66% finance 35.51% exchanges 17.76% automotive brands 3.74% technology brands 2.8% social networks 1.87% products 0.93% currencies 0.93%

Social topic influence bitcoin #1687, $mstr #52, mstr #21, $strc #8, binance 17.76%, if you 6.54%, we are 6.54%, bullish #2537, $mstrs 5.61%, company 4.67%

Top accounts mentioned or mentioned by @saylor @czbinance @binance @saylors @cathiedwood @martypartymusic @unbay4ever @ashcryptoreal @operationdanish @bitpaine @saykor @strclive @bitcoinnews @phongle @peterschiff @czbinances @shortshorts90 @bariksis @deangilles15352 @garyauthordixon

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) USDC (USDC) Uber Technologies, Inc. (UBER)

Top Social Posts

Top posts by engagements in the last [--] hours

"How can there ever be too much demand for digital credit"
X Link 2026-02-12T00:34Z [----] followers, [---] engagements

"If you are interested in how Bitcoin and $MSTR are reshaping finance give me a follow"
X Link 2026-02-14T18:26Z [----] followers, [---] engagements

"Lets say I have [----] shares of $MSTR. On Oct [--] I owned 1000/235000000 of the company on a fully diluted basis or 0.00000426% of the company. With [------] at the time I owned [----]. Today after all the debt and equity issued my ownership has been diluted down to 1000/281000000 or 0.00000356% Oh the travesty Not quite. The company now owns [------] of which my share is [-------]. So the BTC pie has been growing faster than the number of shares. So yes @saylor keep diluting me please 🙏 Stay tuned for my next thread - where does the yield come from And is $MSTR a ponzi Lets put this FUD to rest"
X Link 2025-01-04T15:14Z [----] followers, 80.3K engagements

"Never forget. If $MSTR can survive this it can survive pretty much anything in Bitcoin. - BTC crash from $69k to $15.4k - LUNA to $0 by Do kwon - 3AC going from $18bln to $0 - Celsius and voyager bankrupt - FTX / FTT Meltdown - USDC de-peg - Binance bank run - CZ stepping down - SEC suing everyone - [--] year bear market h/t @Ashcryptoreal https://twitter.com/i/web/status/1963634806761427170 https://twitter.com/i/web/status/1963634806761427170"
X Link 2025-09-04T16:06Z [----] followers, [----] engagements

"BREAKING: $MSTR influencers are all preparing their S&P inclusion / rejection posts. Newsflash - it doesnt really matter. $MSTR wins when Bitcoin wins. Which is inevitable regardless of inclusion. If rejected thats okay the S&P can add it later when $MSTR is that much larger"
X Link 2025-09-05T20:50Z [----] followers, 13.7K engagements

"By the end of the year If Bitcoin rises to $150k @saylor delivers a 5% BTC Yield And the mNAV expands from 1.5x to 1.75x $MSTR will be $551/share. Just saying. 🤷♂"
X Link 2025-09-29T15:11Z [----] followers, 12.8K engagements

"In hindsight $MSTR will seem so obvious to all. But in this moment looking past short term volatility only those that truly understand bitcoin its value and the once in a lifetime opportunity enabled by the invention of digital credit really get it. This is our opportunity"
X Link 2025-11-10T13:58Z [----] followers, [----] engagements

"The irony is that $STRC is such a good product that it is attracting capital first from investors that are aware of it -$MSTR and Bitcoin investors - putting downward pressure on the price. The beauty though $MSTR gets lower BTC prices to stack with all the fresh capital from $STRC. Your time horizon is key"
X Link 2025-11-13T17:47Z [----] followers, 11.2K engagements

"Does anyone even know why they are selling Bitcoin at this point In [----] we had clear contagion scams leverage and liquidations. Plus the fastest rate hiking cycle in history QT and hawkish fed. In [----] we have"
X Link 2026-02-04T22:14Z [----] followers, [----] engagements

"Binance announces insolvency Friday night after hours If they blow up when do they pull the plug"
X Link 2026-02-05T00:25Z [----] followers, [----] engagements

"Literally every account on Bitcoin twitter calling for $10K-$58K at this point. Been around long enough and seen this sentiment before. Once whoever is blowing up is fully liquidated the market is going to play catch up with Gold M2 the ISM the new Fed chair rate cuts money printer go brrrr and $STRC really bloody quick. Enjoy the bear market https://twitter.com/i/web/status/2019221988854628619 https://twitter.com/i/web/status/2019221988854628619"
X Link 2026-02-05T01:30Z [----] followers, [----] engagements

"I havent seen as many Bitcoin euphemisms being thrown around during this crash. Where are my [--] BTC = [--] BTC folks Or the diamond hand HODLers. Or the low time preference investors. Or the zoom out team What about our Its going up forever Laura squad The god candles are loading cheer squad The $220k is in play dudes We need you all to do your part. Dont let us down hype squad. Less tongue in cheek - the lack of retail has really changed the dynamics on bitcoin twitter compared to [----]. Its crazy how obvious it is. https://twitter.com/i/web/status/2019410587143332148"
X Link 2026-02-05T13:59Z [----] followers, [----] engagements

"$STRC pumping back to par next week before ex-dividend date and @saylor able to smash the ATM to buy BTC at a 50% discount from ATH is not priced in"
X Link 2026-02-06T11:51Z [----] followers, [----] engagements

"Now we rise the wall of worry. Every slight pullback met with fear and panic that it could reignite the selling. This is what we want. All the liquidated corn has been transferred from the tourists to diamond fisted psychopathic HODLers. With all the leverage flushed we now have a solid foundation from which to make a run at $500k or more. Now we rise. https://twitter.com/i/web/status/2019983574145880278 https://twitter.com/i/web/status/2019983574145880278"
X Link 2026-02-07T03:56Z [----] followers, [----] engagements

"The Unknown Bitcoin Crash of [----] has supercharged the bitcoin yield potential of $MSTR. A 50% haircut to the BTC price means that for every dollar raised twice as much bitcoin can be stacked. It also means that its easier for BTC to rise fast enough to offset the $STRC cost of capital from here. If they issue $STRC at 11% and buy BTC at $70k after a massive flush its more probable that a year two years or beyond that BTC has outpaced the cost of capital. So here we are in the dumpsters. $STRC about to hit $100 again (hopefully next week) and @saylor gets to feast on discounted BTC. While not"
X Link 2026-02-08T14:56Z [----] followers, [----] engagements

"What all the Bitcoin bears forget is that $STRC exists. $STRC at $100 (soon) and BTC sub $100k is going to be a feast for $MSTR"
X Link 2026-02-09T16:27Z [----] followers, [----] engagements

"@operationdanish I think he very well knows that the company particularly the equity holders are rekt in that scenario. He can always refinance but at what price. I just think he thinks that this scenario is impossible. He just cant say it"
X Link 2026-02-12T12:19Z [----] followers, [---] engagements

"@BitPaine @saylor Yet the bitcoin price is going down. Its crazy to see that the market is ignorant to what $STRC will become and its handing @saylor more bitcoin and BTC yield. Or are we missing something This feels too obvious"
X Link 2026-02-12T17:34Z [----] followers, [----] engagements

"I cant stop processing this Like what happens in a bull market And why would @saylor ever lower the dividend Bitcoin can absorb however much capital is thrown its way. And we will never be able to see what the equilibrium price for $STRC actually is because anything over par gets ATMed immediately. 🤯 https://twitter.com/i/web/status/2022126241478857114 https://twitter.com/i/web/status/2022126241478857114"
X Link 2026-02-13T01:50Z [----] followers, [----] engagements

"The Bullish megaphone still remains my base case. A liquidation cascade doesnt destroy Bitcoin it replenishes it. In times of extreme fear and panic Bitcoin transfers from the hopeless to the faithful. I can assure you that only long term holders with conviction were buying yesterday and today (like me). And now Bitcoin establishes a harder stronger foundation going forward. The fundamentals of bitcoin have never been stronger despite whatever leverage was just wiped clean and entity that blew up. Now watch as Bitcoin plays catch up with fundamentals in a hurry. This isnt the fist or last"
X Link 2026-02-06T11:43Z [----] followers, [----] engagements

"Want to know why Im still bullish When $STRCs ATM returns (and it will) @saykor will now be buying [----] BTC for every $100M instead of [----] (at about $100k) Higher bitcoin yield. Higher rate that BTC gets sucked out of the market. Higher mNAV premium on the equity (due to the above) And so on Does this happen today Next week (perhaps). But the lower the market goes and the longer it stays there the more coiled it will become. See the bear market for what it is. Acceleration for the $MSTR business model. https://twitter.com/i/web/status/2019746021866156384"
X Link 2026-02-06T12:12Z [----] followers, [----] engagements

"If the $STRC atm is unleashed at these prices well lets just say these prices wont last long"
X Link 2026-02-06T16:27Z [----] followers, [---] engagements

"$99.97.Almost there The launch of $STRC was the iPhone moment. But this moment hitting par after one of the biggest wipe outs in bitcoins history will usher in the next chapter of bitcoin and $MSTR This moment demonstrates $STRCs resilience and removes doubt in the markets mind. Once we achieve par again and we will $MSTR gets to feast on heavily discounted Bitcoin. How long will the market hand @saylor cheap corn Well were about to find out Short bitcoin or $MSTR at your own peril. Bookmark this tweet 🐣 https://twitter.com/i/web/status/2021667990811402608"
X Link 2026-02-11T19:29Z [----] followers, [----] engagements

"There is a tipping point. This point exists at a time when: $MSTRs holdings of Bitcoin (the more they hold the tighter the market) and the daily purchases of $BTC from the $STRC ATM (no more equity needed) result in a rise in the BTC price that more than offsets the increase in leverage (prefs) vs. equity due to NAV expansion. This is when @saylor can and will be issuing endless digital credit and ushering in the collapse of fiat and hyperbitcoinization. We arent there yet.but were getting closer. $STRC at par with BTC at $67k is the next step."
X Link 2026-02-12T00:50Z [----] followers, 15K engagements

"Is $MSTR a Ponzi scheme The answer is simple. Its not a Ponzi scheme. Its making a bet against the actual Ponzi scheme. And that is fiat currency"
X Link 2026-02-12T12:38Z [----] followers, [---] engagements

"If you are interested in how Bitcoin and $MSTR are reshaping finance give me a follow"
X Link 2026-02-12T13:39Z [----] followers, [---] engagements

"The catalyst for Bitcoin to reach $1M emerged today. Its obvious if youre paying attention. $STRCs rapid appreciation back to par despite Bitcoin at $66k is the markets vote of confidence in the risk / reward of the product. Its also why we are seeing Bitcoin hold up well despite broader market weakness dollar strength drawdowns in silver and gold. Etc. The stage has been set. Game on. https://twitter.com/i/web/status/2022098654199271571 https://twitter.com/i/web/status/2022098654199271571"
X Link 2026-02-13T00:01Z [----] followers, [----] engagements

"We will never be able to see what the equilibrium price for $STRC actually is because anything over par gets ATMed immediately. Think about it - why would @saylor ever lower the dividend 11% or less it doesnt really matter. if Bitcoin can absorb however much capital is thrown its way and the ATM is driving the price higher at a faster pace than the cost of capital what do you do You accelerate. You dont take your foot off the gas. 🤯 https://twitter.com/i/web/status/2022154495464018050 https://twitter.com/i/web/status/2022154495464018050"
X Link 2026-02-13T03:42Z [----] followers, [----] engagements

"All eyes on $STRC to see how quickly it recovers to par post dividend today. $99.39 pre-market up from $99.09. If we recover to par today I would be uber bullish BTC and $MSTR. Check out my recent tweets and give me a follow to understand why"
X Link 2026-02-13T13:53Z [----] followers, [----] engagements

"Guys its really not that hard. Chill the fuck out"
X Link 2026-02-04T22:28Z [----] followers, [----] engagements

"I dont know who needs to hear this but if you panic sell Bitcoin during a forced cascading liquidation event you give up your Bitcoin at a discount to its value because of someone elses greed. Liquidation events are for BUYING. These opportunities only come around ever so often. Its critical to take advantage of them. Can it go lower of course. But damn what a gift $60k BTC again is. https://twitter.com/i/web/status/2019742214352523585 https://twitter.com/i/web/status/2019742214352523585"
X Link 2026-02-06T11:57Z [----] followers, [----] engagements

"The world is changing fast. We are navigating Hyperbitcoinization and the continued penetration of digital capital Bitcoin into the future of finance. At the same time we are witnessing the emergence of digital intelligence and the AI Singularity disrupting every business model and the way we work forever. On one side we have a solid never changing foundation. On the other we have exponential acceleration and change. I think its the adoption and mastery of these two tools that are critical for a prosperous future"
X Link 2026-02-07T17:49Z [----] followers, [----] engagements

"Game on. Massive volume today in $STRC with $197M traded. Nearly all of it was above par ($100). That volume implies Strategy purchased [----] BTC from $STRC alone according to @STRC_live. https://t.co/n1br82ldTE Massive volume today in $STRC with $197M traded. Nearly all of it was above par ($100). That volume implies Strategy purchased [----] BTC from $STRC alone according to @STRC_live. https://t.co/n1br82ldTE"
X Link 2026-02-12T22:10Z [----] followers, [----] engagements

"$STRC is going to become the backbone of the financial system. Fiat flows into savings accounts backed by $STRC. As demand grows these funds flow to drive the $STRC ATM. ATM proceeds go directly into Bitcoin. Bitcoin appreciates faster than the cost of capital forever Remember. Bitcoin has no top because fiat has no bottom. Institutional-Grade Yield: Buck Labs Upgrades Savings Token to 10% APY https://t.co/u7momO7BLN via @BitcoinNews Institutional-Grade Yield: Buck Labs Upgrades Savings Token to 10% APY https://t.co/u7momO7BLN via @BitcoinNews"
X Link 2026-02-14T17:30Z [----] followers, [----] engagements

"$STRC at $99.72. Up 1% today. Continuing its rapid recovery back to $100 par value despite the bitcoin weakness. Lets look for the ATM to return this week or next and to remain for an extended period of time beyond past ATM use. Bullish"
X Link 2026-02-09T22:16Z [----] followers, [----] engagements

"$STRC at par today is the equivalent of the next halving happening now. Today the block reward is [-----] BTC or [---] BTC per day as of the April [----] halving. At $67k thats $30M of new BTC coming on market per day. Heres whats interesting. If $STRC can consistently trade at par lets assume 50% of trading days (10 days per month) and it does 1.5M of volume per day and 25% of that is the ATM @saylor would raise $375M per month or $12.5M per day on average roughly half of the daily mined BTC. And this is the case for a product that is just starting to gain traction. We dont have to wait for April"
X Link 2026-02-12T13:31Z [----] followers, 24.4K engagements

"The lower the bitcoin price goes the more bitcoin $MSTR stacks for each dollar raised via $STRC. If you have a sufficiently long time horizon. No leverage. And patience. This bitcoin sell off is actually a godsend for BTC yield. 😆"
X Link 2026-02-13T04:12Z [----] followers, [----] engagements

"In case you missed it. @phongle and @saylor consistently say that their goal is to double bitcoin per share within [--] years. For this to happen $MSTR would AT LEAST need to acquire another [------] BTC or 100k per year. But in reality if the Equity ATM continues (a fair assumption) we are looking at much more Everyone needs to get comfortable with the idea of $MSTR controlling 10% of all BTC to ever exist (greater than 2M BTC). The future of this company is going to wild. https://twitter.com/i/web/status/2022322673620078689 https://twitter.com/i/web/status/2022322673620078689"
X Link 2026-02-13T14:51Z [----] followers, [----] engagements

"Everyone needs to get comfortable with the idea of $MSTR controlling 10% of all BTC to ever exist (greater than 2M BTC). Because its inevitable unless the market front runs $MSTR and sends BTC into the millions quickly here. And if that happens $MSTR also wins. Checkmate. https://twitter.com/i/web/status/2022726784274321707 https://twitter.com/i/web/status/2022726784274321707"
X Link 2026-02-14T17:37Z [----] followers, 32K engagements

"What if $MSTR raising the $STRC dividends during bear markets makes them obsolete Investors flood in for yield shattering any downside momentum before bear markets can ever take hold. @saylors strategy doesnt just survive winters it melts them away. No more cycles just perpetual spring for BTC. This is why my base case is bear trap. Higher. https://twitter.com/i/web/status/2022809005563777336 https://twitter.com/i/web/status/2022809005563777336"
X Link 2026-02-14T23:03Z [----] followers, [----] engagements

"Everytime @saylor tweets on Sundays the bitcoin price immediately dumps. Down $2000 from the time of this tweet. This too is a characteristic of an operating company. The CEO can sh*t post to move the price of a trillion dollar asset. Markets closed. Bitcoin open. Happy Hodlday. Markets closed. Bitcoin open. Happy Hodlday"
X Link 2026-02-16T16:11Z [----] followers, [----] engagements

"Bitcoin has been effectively down-only since $MSTR launched $STRC. Repeated interest rate hikes have ensured that $STRC trades near par despite the weakness But the market has yet to see what a $STRC ATM looks like during a sustained period of bitcoin strength. When it does Bitcoin strength will accelerate the ATM leading to more bitcoin strength - A self-reinforcing cycle. At this point bears must keep the downward pressure on bitcoin going or this submerged ball is going to explode higher. And the more it gets submerged the more violent the move to the upside when it finally gets let go."
X Link 2026-02-17T02:19Z [----] followers, [----] engagements

"$STRC at $98.06. We are getting closer I cant wait until @saylor can smash this ATM. Not gonna lie"
X Link 2025-10-01T18:35Z [----] followers, [----] engagements

"The BTC Treasury company bubble burst and $MSTR is sitting at $305 while all other copycats get obliterated. How is this not bullish There is no second best"
X Link 2025-10-15T15:06Z [----] followers, 19.7K engagements

"Everyone was dancing on $MSTRs grave in April at $230/share. And here we are again just $285. See how that works The underlying floor (BTC/share) only rises. F*ck you all. Im buying more"
X Link 2025-10-17T00:49Z [----] followers, [----] engagements

"Where does the yield come from on $MSTRs prefs like $STRC It comes from the common stock holders - simple. Its not a mystery. Its not a fraud or a ponzi scheme. Its an arbitrage of understanding. Common stock holders are okay with $MSTR paying out a guaranteed 10% in exchange for holding the Bitcoin. Why Because we expect BTC to go up more than 10% a year on average. Its really not that hard"
X Link 2025-10-19T14:47Z [----] followers, 13.2K engagements

"Its scary to sell $MSTR covered calls at the moment $130k BTC and a 1.5x mNAV puts us at $400/share pretty quickly. That could happen by end of week"
X Link 2025-10-27T18:23Z [----] followers, 17.1K engagements

"Stacking $MSTR aggressively resumes tomorrow. We are at or near bottom with $MSTR. $STRC is trading at $99.83 after hours. I suspect we see +$100 tomorrow with the ATM commencing in due course. Im viewing this controlled demolition for the past [--] months for what it is - A shakeout of the non-believers and an opportunity for the rest of us. See you all in Valhalla. NFA"
X Link 2025-10-30T23:30Z [----] followers, 13.8K engagements

"In case you missed it: @saylors [--] year BTC/share target is 559k sats/share up from 200k today. This will be accomplished by issuing Digital credit (not relying on equity ATM). Assuming share count remains flat this implies that $MSTR is projecting to acquire get this [---] MILLION Bitcoin. Or 10% of available supply. The BTC super cycle is commencing and everyone is worried about [--] month drawdowns. 🚀"
X Link 2025-10-31T10:32Z [----] followers, 11.1K engagements

"If you watch @saylor spell out $MSTRs vision and strategy for the next 5-10 years and dont recognize: $MSTRs addressable market is all of the money in the world. $MSTR cannot be replicated. There is only one winner in the digital credit space. $MSTR is becoming the de facto central bank of cyber space. $MSTR will appeal equally to investors globally. No one in the world doesnt want BTC (okay maybe @PeterSchiff) just like no one wouldnt want 3x the USD risk free rate. $MSTR is a once in a generation company. I constantly have an overwhelming feeling of FOMO for what is clearly a [--] of [--] company"
X Link 2025-10-31T13:19Z [----] followers, 54.3K engagements

"Let me get this straight. Bitcoin is collapsing just as $STRC is breaking par which means that @saylor gets to start stacking more coin for less. What an interesting dynamic: If the market panics from BTC or $MSTR and investors move into $STRC for safety $MSTR BTC yield potential rises which should eventually revert the mNAV compression. BTC down is the noise. $STRC at $100 is the signal"
X Link 2025-11-04T19:41Z [----] followers, 58.7K engagements

"What $STRC demonstrated today is that no matter what the market bull or bear $MSTR has a tool to acquire more BTC. And as they acquire more BTC BTC scarcity grows for the rest of us placing an ever growing upward pressure on price. This is why winter is never coming back"
X Link 2025-11-05T02:31Z [----] followers, 11K engagements

"Everyday from here on out with $STRC over $100 is a good day. Enjoy the passive BTC Yield fam"
X Link 2025-11-05T14:31Z [----] followers, [----] engagements

"I think the market will start waking up to $STRC when $MSTR ATMs over $100M this week and stacks [----] BTC across all the prefs (not including $STRE)"
X Link 2025-11-11T14:12Z [----] followers, [----] engagements

"Well this price action is boring - Youre telling me this thing is just going to stick at $100 as @saylor hits the ATM absorbing any and all demand above it and then smash buying Bitcoin with the proceeds.forever"
X Link 2025-11-11T18:53Z [----] followers, 50.6K engagements

"$STRC is going to eventually trade +$1B volume a day ( [--] year is my guess). @saylor is going to be ATMing it to the tune of $100-$200M a day. Thats an insane amount of buy pressure constantly taking more and more BTC off the market. So you have growing demand meeting less and less liquid supply (forever held by $MSTR). It doesnt take a rocket scientist to see whats coming I would knowIm not a rocket scientist. Short term volatility in the stock is just a buying opportunity for those that understand this. Not financial advice. Dont listen to some guy on the internet with HODL in their name"
X Link 2025-11-12T14:40Z [----] followers, 14.2K engagements

"$MSTR down-only for [--] months is an impressive feat of financial engineering. The persistence of selling has been a marvel. Bravo shorts. How much lower are you brave enough to push it"
X Link 2025-11-12T15:38Z [----] followers, 11.3K engagements

"$MSTRs sell off generally coincides with the launch of $STRC. The market is longing $STRC shorting $MSTR. This trade continues until $MSTR trades below 1X mNAV. Once it does @saylor will announce that hes using pref proceeds to buy $MSTR stock (further increasing BTC/share). The result Rising BTC/share regardless of the equity condition"
X Link 2025-11-12T18:36Z [----] followers, 40.2K engagements

"The entire $MSTR thesis is predicated on $BTC being number go up technology. The entire $BTC thesis is predicated on Fiat being value go down technology through unstoppable debasement. To bet against Bitcoin and by extension $MSTR is to bet on Fiat. Dont bet on Fiat"
X Link 2025-11-16T14:10Z [----] followers, [----] engagements

"How is raising capital via issuing common stock to buy property a Ponzi scheme Do companies not do this toI dont know buy real estate Buy intellectual property Etc. How is it then issuing perpetual preferred equity with an interest rate a Ponzi scheme The equity investors know that the interest payments on the prefs come out of their pocket. This is a risk that equity investors are taking: Will the value of the property increase faster than the interest paid. If you think the answer is no definitely stay away. If yes maybe its a good bet. Given Bitcoin is a fixed supply property that has"
X Link 2026-01-22T19:37Z [----] followers, [----] engagements

"Lower bitcoin prices now just means higher bitcoin prices later. If the market wants to give $MSTR more cheap bitcoin I embrace that. This trip down below $100k panicking lettuce hands to hand their corn to @saylor will be viewed as a gift in hindsight. If we were at $126k ATH that 40k @saylor stacked this month would only have been 25k give or take. Now the market is that much tighter. So when it turns it goes that much faster and higher. The turn and burn is inevitable. https://twitter.com/i/web/status/2016482865119125910 https://twitter.com/i/web/status/2016482865119125910"
X Link 2026-01-28T12:05Z [----] followers, [----] engagements

"The hype is done. The premium is gone. The weekly BTC purchases failed to move the price higher. The ATMs are dead in the water. $MSTR is now at the whims of the Bitcoin price. Bitcoin is still number go up technology but its not number go up in a straight line. $MSTR investors now must ride out the Bitcoin cycle and wait for it to catch a bid. Or $STRC must finally reach an interest rate that creates permanent demand over $100 (creating that underpinning bid for BTC). Until then we continue to bleed. Until then we watch gold and silver bugs dunk on bitcoin performance (only for those zoomed"
X Link 2026-01-29T14:49Z [----] followers, [----] engagements

"Everyone ready for $78k Bitcoin Get ready. Down into the depths of the bear market we go. The market is rejecting Bitcoin as the alternative to the dollar (for now). Bitcoin gets shunned until the gold and silver bubbles play out"
X Link 2026-01-29T15:22Z [----] followers, [----] engagements

"Next two weeks pre $STRC ex dividend will be telling. If we see a pump to above par again (I suspect we do) with $MSTR trading down below mNAV We might see our first WHITE dots by end of February where @saylor issues prefs and buys the equity at a discount"
X Link 2026-01-29T20:26Z [----] followers, [----] engagements

"When you come for the king you best not miss. $MSTR is being tested. If they survive this the market will have to contend with the fact that Digital Credit is inevitable and the worlds liquidity is going to flow into Bitcoin at an alarming rate"
X Link 2026-01-30T14:07Z [----] followers, [----] engagements

"@saylor really did squeeze every last ounce of premium out of the stock. Now we wait for the BTC bull run to continue the market to get euphoric again the premium to return. And do it all over again. This is the pattern at play. It doesnt take weeks or months or quarters to play out. These cycles will be played out over years. https://twitter.com/i/web/status/2017244540223082704 https://twitter.com/i/web/status/2017244540223082704"
X Link 2026-01-30T14:32Z [----] followers, [----] engagements

"Agreed. He will continue to ratchet up the $STRC dividend until par and the ATM will come back with a vengeance. Also I suspect demand returns to $STrC as we approach the dividend date. The price ebbs and flows each month around the dividend date. Also even at 1x mNAV while not accretive to BTC per share if he simply takes more BTC out of the market he also wins. https://twitter.com/i/web/status/2017283159449121152 https://twitter.com/i/web/status/2017283159449121152"
X Link 2026-01-30T17:05Z [----] followers, [---] engagements

"IMPORTANT. Binance just marked the bottom of the Bitcoin and broader crypto sell off. heres why On October [--] the crypto markets broke because of an algorithm glitch at Binance. Whether orchestrated or not is irrelevant. What matters is that it caused liquidations left right and centre and bitcoin was the proverbial baby thrown out with the bath water. This has led to [--] months of persistent Bitcoin sell pressure; every price increase met with immediate sell pressure. So whats changed Well today Binance came out declaring the following: Binance will convert the SAFU funds $1B stablecoin"
X Link 2026-01-31T01:08Z [----] followers, [---] engagements

"Binance just marked the bottom of the Bitcoin and broader crypto sell off. heres why On October [--] the crypto markets broke because of an algorithm glitch at Binance. Whether orchestrated or not is irrelevant. What matters is that it caused liquidations left right and centre and bitcoin was the proverbial baby thrown out with the bath water. This has led to [--] months of persistent Bitcoin sell pressure; every price increase met with immediate sell pressure. So whats changed Well today Binance came out in a tweet declaring the following: Binance will convert the SAFU funds $1B stablecoin"
X Link 2026-01-31T01:31Z [----] followers, [----] engagements

"I cant believe the market is seriously letting Binance orchestrate this Bitcoin liquidation to buy $1B of BTC at a 40% discount Congrats @cz_binance. I applaud you. 👏 Thanks for the cheap sats. $MSTR will benefit long term as well. #Binance SAFU Fund Asset Conversion progress update. Binance has completed the first batch of Bitcoin conversion for the SAFU Fund amounting to 100M USD stablecoins. Our SAFU BTC address: 1BAuq7Vho2CEkVkUxbfU26LhwQjbCmWQkD TXID: https://t.co/OdrvSINsRs Were continuing to https://t.co/Ue47ayJfbS #Binance SAFU Fund Asset Conversion progress update. Binance has"
X Link 2026-02-03T01:53Z [----] followers, [----] engagements

"Speculating here but a condition of @cz_binances release was probably that he had to destroy Binance Tradfi leaves no loose ends. And after [----] whipped out most of the crypto players Binance was one of the last left standing. It looks like his time has come"
X Link 2026-02-04T17:39Z [----] followers, [----] engagements

"Its not a coincidence that @cz_binance gets pardoned [--] weeks after Oct [--]. It was a condition. @Binance was one of the last non-tradfi exchanges from the pre-Larry Fink era of bitcoin. They control(led) billions of Bitcoin and have substantial influence and control over the crypto market. This was too much leverage over the new powers that be in Bitcoin. So what did they do After the demolition of most of Crypto in [----] (also by design) you lock up @cz_binance. Then you make his release conditional on one thing - transition. You give him [--] months to wipe his balance sheet clean. Alternative"
X Link 2026-02-05T12:04Z [----] followers, 79.7K engagements

"@shortshorts90 @cz_binance @binance Yup. Just a theory. Good explanation for what is clearly a controlled liquidation"
X Link 2026-02-05T12:39Z [----] followers, [---] engagements

"@bariksis @cz_binance @binance From me Or others This is jus my theory of whats playing out. It fits. I always viewed [----] as a controlled demolition of crypto and was surprised that Binance was left unscathed"
X Link 2026-02-05T13:06Z [----] followers, [----] engagements

"@DeanGilles15352 @cz_binance @binance 🤝 Yea. It just fits IMO. And if this theory is true then everyone selling now is going to regret it soon. Patience and conviction is all that matters right now IMO. Just like any of bitcoins historical drawdowns"
X Link 2026-02-05T13:19Z [----] followers, [----] engagements

"@garyauthordixon @cz_binance @binance Yes.This cant obviously be proven so we can just speculate. Regardless it creates buying opportunities for those with conviction and capital"
X Link 2026-02-05T14:28Z [----] followers, [----] engagements

"@ShaunRy29620415 @cz_binance @binance Thats true. I dont know what to make of their $1B buy of BTC for the SAFU fund. Is it just a distraction to try to create confidence in BTC while they continue to liquidate their positions"
X Link 2026-02-05T14:29Z [----] followers, [----] engagements

"@insanealim @martypartymusic @cz_binance @binance Yea. Plausible alternative"
X Link 2026-02-05T14:36Z [----] followers, [---] engagements

"@TheGreyOne12 @martypartymusic @cz_binance @binance Pure speculation. Youd have to imagine that there is a coordinated effort by Wall Street to take control of the future of money 🤔"
X Link 2026-02-05T14:43Z [----] followers, [---] engagements

"@grok @ProneDaddy @cz_binance @binance Sounds about right"
X Link 2026-02-05T14:44Z [----] followers, [--] engagements

"@BDcrypto_ @cz_binance @binance All we have is hope. Well that and guaranteed currency debasement. So 🤷♂"
X Link 2026-02-05T14:47Z [----] followers, [---] engagements

"@benschmidtbtc @cz_binance @binance All we can do is speculate at this point. We need something to explain the volatility (and by volatility I mean relentless sell pressure)"
X Link 2026-02-05T14:48Z [----] followers, [---] engagements

"@MM2014455150282 @cz_binance @binance Just a theory. Cant explain whats happening otherwise. Clearly a big sell program underway"
X Link 2026-02-05T14:53Z [----] followers, [----] engagements

"@Ar_Lomd @cz_binance @binance Definitely sus. Deploying more capital vibes"
X Link 2026-02-05T15:26Z [----] followers, [---] engagements

"@son_of_satoshii None of it really matters in the end. Like mt. Gox or FTX or any other actorBitcoin. Doesnt care. Tick tock next block"
X Link 2026-02-05T15:31Z [----] followers, [--] engagements

"Thanks for the follows everyone. Lets navigate this turmoil together. Remember that Bitcoin has died hundreds of times surviving mt gox covid FTX fastest rate hiking cycle in history and more. This too shall pass"
X Link 2026-02-05T16:57Z [----] followers, [---] engagements

"Everyone does realize that we just had one of the most epic bitcoin sell offs and the price is at $60k. What a base to build from"
X Link 2026-02-06T11:46Z [----] followers, [----] engagements

"Hold on. Are you serious This post the day after that Bitcoin liquidation event No. Not coordinated at all. Flush all the weak hand investors right before they blow the biggest asset bubble in history. Strap in. BIGGEST. BULL. RUN. EVER. STARTING. NOW. https://t.co/yBU6RKfD8I BIGGEST. BULL. RUN. EVER. STARTING. NOW. https://t.co/yBU6RKfD8I"
X Link 2026-02-06T18:25Z [----] followers, 44.3K engagements

"@sneaknsneak I dunno. His past quotes about good time to buy stocks proved on point. I would have Tommy it up but during the tariff tantrum for example"
X Link 2026-02-06T18:34Z [----] followers, [---] engagements

"These projections are under what I consider conservative assumptions In my next thread Ill share what I actually think is possible. Pure unbridled hopium. Straight to the veins. I encourage everyone to play with your own scenarios. Thanks for reading"
X Link 2024-11-29T11:32Z [----] followers, 21.5K engagements

"Thanks for reading. Lets learn together so we can all make it. Any others to add to the list"
X Link 2024-12-23T17:54Z [----] followers, [----] engagements

"Just released this week KPI update below. Check it up and keep track of $MSTR performance over time. Q4 WEEK [--] UPDATE - For [--] weeks straight now @saylor has followed through with more albeit less BTC purchased. Here are your updated $MSTR key performance indicators (KPIs) for the week. Lets go 📊 Q4 WEEK [--] UPDATE - For [--] weeks straight now @saylor has followed through with more albeit less BTC purchased. Here are your updated $MSTR key performance indicators (KPIs) for the week. Lets go 📊"
X Link 2024-12-23T17:54Z [----] followers, [----] engagements

"The way I view it. Im an absolutely hardened Bitcoin maxi. Ive been stacking for many years. Now Im applying that same conviction to $MSTR as an investment. Im literally diamond hands2 (squared) anyone that looks at a retrace from $500 after the stock ran up over 100% in [--] weeks and thinks its dead Why ATM Etc. Complete low T low time preference low conviction investors. Lets go"
X Link 2024-12-30T20:25Z [----] followers, 15.6K engagements

"Yes $MSTR is volatile. But volatility is literally $MSTRs business model. The stock must be volatile for $MSTR to work. And yes volatility cuts both ways. Up and down. Again a must. @saylor is leveraging the volatility to buy more BTC - which will make the company even more volatile So If you cant stand the volatility $MSTR is going to be a tough play. Id stick with bitcoin which is less volatile first. Understand the asset understand its importance. And then and only then when youve got rock hard hands and balls come play with the big kids in $MSTR. Lets go"
X Link 2024-12-31T00:25Z [----] followers, [----] engagements

"On Nov [--] [----] at the commencement of the $42B Capital Plan $MSTR held [------] BTC. Today their hoard has increased to [------] BTC - an increase of [------] BTC. Thats a little over 1% of the entire network in [--] months. 🤯 Now despite all the doom and gloom recently heres what matters most: @saylor does not care about near term stock price. Period. Only that its volatile. Remember - His long term BTC price target is $13M (I think hes sandbagging. He knows its going much higher). So for every 1000BTC acquired as yield today hes banking $13 BILLION for existing investors in the future. $13 Billion"
X Link 2025-01-29T02:33Z [----] followers, 21.7K engagements

"Sideways $MSTR chop until Feb [--] [----] Q4 earnings call. Announce upsizing of Capital plan in conjunction with large convertible debt buys. Point to path for re-leveraging up the company. Stock sells off just like what happened after Q3 earnings call. All the tourists capitulate. $MSTR rips to new ATHs by end of February. This is the path. Enjoy the ride"
X Link 2025-01-30T18:14Z [----] followers, 24.8K engagements

"Do you know which business model isnt affected by trade wars MicroStrategy. $MSTR is just going to keep arbitraging two competing monetary systems to capture more Bitcoin. Easy"
X Link 2025-02-02T16:25Z [----] followers, [----] engagements

"@SenLummis What did we learn from last time @SenLummis hyped up this community Temper your expectations everyone"
X Link 2025-02-04T19:25Z [----] followers, 17.2K engagements

"Strategy ($MSTR) just telegraphed that they are about to pump the stock. And youre bearish Lets go 🧵"
X Link 2025-02-07T01:06Z [----] followers, 172.7K engagements

"A drop from $100k to $95k means that $2.3B buys an extra 1200BTC. The longer the BTC price remains low the more BTC $MSTR acquires. The longer this goes on the faster BTC available supply dwindles and the higher the price goes in the long term. Align your time horizon with @saylor and prepare for the Shock and Awe. Everything between now and then is just noise"
X Link 2025-02-21T23:38Z [----] followers, 10.3K engagements

"The real God Candle will come on the day that we add up all the bitcoin held in the ETFs by $MSTR and copycats on exchanges and in government stockpiles and realize that it totals more than [--] Million"
X Link 2025-03-01T16:07Z [----] followers, 29.1K engagements

"Over time the value driver of $MSTR will shift from BTC Yield to appreciation of the underlying BTC. As new copycats such as this new [--] company ($XXI) led by @jackmallers emerge itll become more difficult for $MSTR to attract debt capital (more competition) but as competitors bid up BTC $MSTR value grows and upward volatility means higher share price and more ATMs using equity. Both $MSTr and its copycat benefit.this is going to spark an absolute feeding frenzy. How many $MSTRs can this market take before BTC goes absolutely vertical I suspect we are about to find out"
X Link 2025-04-23T21:23Z [----] followers, 10.6K engagements

"$MSTR has only spent [--] trading days over $395/share. We are essentially at all time highs @saylors value creation plan is working exactly as expected"
X Link 2025-05-01T10:52Z [----] followers, [----] engagements

"Bitcoin price stays low $MSTR stacks more BTC faster (forcing price up eventually). Bitcoin price goes higher now $MSTR stacks less corn now but its 540k BTC in its treasury appreciates. $MSTR wins.no matter what. Too much blue not enough orange. https://t.co/s1L6tWfC14 Too much blue not enough orange. https://t.co/s1L6tWfC14"
X Link 2025-05-04T14:24Z [----] followers, 12.9K engagements

"The world is ending for $MSTR and yet the stock is $342 Do you not see what is happening With a rising BTC/Share the underlying FLOOR for the stock price is rising. Boo hoo if you overpaid at a high premium for future BTC/Yield. All I care about is the underlying floor increasing. And that means more BTC/Share. The fiat price will take care of itself as the underlying number go up technology does its thing. The BTC per share floor value is higher than my average cost basis - tell me again how BTC yield and hammering the ATM for accretive dilution is a bad thing We will be having the same"
X Link 2025-08-20T20:14Z [----] followers, 13K engagements

"$MSTR holds [------] out of [--------] mined to date - or 3.2% of the total supply (not including lost coins and his own personal holdings) Whats unique about $MSTR is that once a coin is held its never coming back out. Not the ETFs not the copycat treasuries not even 99% of us Maxis (Perhaps Metaplanet.) can make the same claim. The long term BTC / $MSTR play is simple - watch $MSTR siphon up BTC weekly constraining supply more and more until the price must move parabolic (or paper Bitcoin is exposedand then we move parabolic) @saylor is the BTC boa constrictor. Hes squeezing available supply"
X Link 2025-09-15T11:36Z [----] followers, 12.9K engagements

"The Bitcoin Treasury bubble has popped. There is a reason most are down 50-95% and $MSTR is sitting at $320. This is the bullish set up we need for the next leg up for $MSTR"
X Link 2025-09-16T15:04Z [----] followers, 13K engagements

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