@J64 Avatar @J64 J64

J64 posts on X about bitcoin, $mstr, $strk, strk 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 83.33% stocks 46.49% finance 42.98% automotive brands 3.51% currencies 1.75% technology brands 1.75% countries 0.88% travel destinations 0.88% financial services 0.88% exchanges 0.88%

Social topic influence bitcoin #5123, $mstr #406, $strk #47, strk 8.77%, fixed income 8.77%, $strf #11, company 7.89%, $btc 7.02%, investment 7.02%, this is 7.02%

Top accounts mentioned or mentioned by @saylor @punterjeff @mstrtruenorth @microstrategy @werkman @nithusezni @strategy @z06z07 @hillerydan @prestonpysh @adrian @timkotzman @saylors @tipnetwork @masonfoard @natbrunell @dylanleclair @microstrategys @saifedean @checkmatey

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Strike (STRK) Strategy Incorporated (STRF) Stride (STRD) GameStop, Corp. (GME) SPDR GOLD ETF (GLD) iShares BTC Trust (IBIT)

Top Social Posts

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

"Dans analysis of the $MSTR options ecosystem. @MSTRTrueNorth episode [--] @nithusezni @Z06Z07 @hillery_dan @PunterJeff $MSTR $STRC $STRF $STRK $STRD"
X Link 2026-02-13T13:59Z [----] followers, [----] engagements

"When the world order changes the monetary network changes with it. Bitcoin is the new network. https://t.co/tjmbT5ytUN https://t.co/tjmbT5ytUN"
X Link 2026-02-15T15:43Z [----] followers, [----] engagements

"Final thoughts from @MSTRTrueNorth episode [--] with @nithusezni @Z06Z07 @hillery_dan"
X Link 2026-01-22T13:21Z [----] followers, 11.5K engagements

"Maybe we own some Bitcoin - Kevin Warsh This is our guy. Listen to this clip and tell me otherwise"
X Link 2026-01-31T02:30Z [----] followers, 18.9K engagements

"Holders chasing yield on their $BTC is creating artificial sell side pressure. @Eric_BIGfund and @1MarkMoss discuss during their recent conversation"
X Link 2026-02-01T19:45Z [----] followers, [----] engagements

"Bitcoin is going to eat all of the worlds cash balances. Clip from @saifedean and @PeterSchiff debate moderated by @stephanlivera at @PlanBElsalvador. $BTC $GLD"
X Link 2026-02-03T18:25Z [----] followers, [----] engagements

"We haven't seen the pref business model in a bull market. @PunterJeff of @strive $MSTR used the recent surge in $BTC price to build their capital base and rewire their engine. @Strategy is ready for the next phase of Bitcoin adoption. Great clip from @MSTRTrueNorth episode [--]. @hillery_dan @nithusezni @Z06Z07 $STRC $STRD $STRK $STRF $STRE https://twitter.com/i/web/status/2019605839003181498 https://twitter.com/i/web/status/2019605839003181498"
X Link 2026-02-06T02:55Z [----] followers, [----] engagements

"@JesseKobernick Ill take the other side of this all day everyday. Superbowls are decided based on game planning and experience. Vrabel is going to run circles around the Seahawks coaching staff. I dont think Pats should be favored but this is a pick em"
X Link 2026-02-07T14:23Z [----] followers, [---] engagements

"CZ (@cz_binance) tells his all-in on $BTC story in his conversation with @chamath @theallinpod"
X Link 2026-02-10T13:43Z [----] followers, [---] engagements

"The strength of $STRC during these conditions will benefit the common shareholders when the bulls come back to $BTC"
X Link 2026-02-11T22:52Z [----] followers, [---] engagements

"Peer to peer system - who ever said that the peers were humans interacting. This agentic AI movement has its banking system. Its Bitcoin. AI agents will form a network and exchange value peer to peer. This moment is getting close. The early adopters are here"
X Link 2026-02-12T06:01Z [----] followers, [---] engagements

"A social network is only as strong as the number of connections and strength of those connections. Without users investing their energy into a platform like x its powerless. Bitcoin follows the same network effects. The amount of decentralized energy powering the network and users storing their time in the network is what the majority cant comprehend. Its quite simple when you distill any network down to its fundamentals. You get a compounding effect as the network grows it attracts smarter people smarter people bring in more smarter people those smarter people start to organically create"
X Link 2026-02-12T13:47Z [----] followers, [---] engagements

"Its the same concern that people had with Amazon when they doubled down on e-commerce in the early innings of the internet. oh boy we might actually be fucked https://t.co/E9Yz3e1tsk oh boy we might actually be fucked https://t.co/E9Yz3e1tsk"
X Link 2026-02-12T15:44Z [----] followers, [---] engagements

"Theres the most useful use case humanity has ever had. You have a technological advancement that achieved enough scale to secure your value over time. We are in a time period where fiat currencies are being debased at rapid speed and having Bitcoin is your hedge. Fluctuations in price month to month or year to year are part of the growing pains. The use case it there. https://twitter.com/i/web/status/2021995182540173790 https://twitter.com/i/web/status/2021995182540173790"
X Link 2026-02-12T17:09Z [----] followers, [--] engagements

"The thing is that its all relative to your time preference. If I got into Bitcoin at $25 my reality has been recognized. The thesis has already played out. Each new Bitcoin class will expedite a similar thing on a long enough time horizon. As long as humans continue to make decisions based on emotions and greed. https://twitter.com/i/web/status/2022001030393737269 https://twitter.com/i/web/status/2022001030393737269"
X Link 2026-02-12T17:33Z [----] followers, [--] engagements

"๐ŸŽง Theres no better question to hear Michael Saylor (@saylor) answer than elaborate on the playbook. Is there anything you like that you wouldnt like better if you could borrow less than 1% to acquire it Well thats what @MicroStrategy is doing with Bitcoin. They are securitizing a high volatility high performing asset for investors through vehicles like options converts and equity. @MarioNawfal and @JamesCHeckman on Roundtable (@RTB_io) let Saylor shed light on his teams disciplinedresponsible and prudent focus on a long levered Bitcoin strategy. A strategy that has outperformed everyone and"
X Link 2024-10-04T17:19Z [----] followers, 45.5K engagements

"The fixed income market has its new best friend Bitcoin. @PrestonPysh explains how @MicroStrategy is building a durable win/win partnership with fixed income investors. @efenigson breaks it down with Preston"
X Link 2025-08-05T15:12Z [----] followers, 186.5K engagements

"Mark Moss (@1MarkMoss) amplifying the $MSTR story line during his appearance in @KitcoNewsNOW with @JeremySzafron. $STRC $STRF $STRD $STRK $STRE"
X Link 2026-01-27T15:00Z [----] followers, [----] engagements

"$STRC is the flagship product. @saylor made it clear on the earnings call where @Strategys focus is. Listen to this segment from the call"
X Link 2026-02-05T23:21Z [----] followers, [----] engagements

"Almost 200k eyeballs tuned into some company sharing their financial results with no cash flow. Something is happening. The price is suppressed but the attention remains. ๐Ÿ‚๐Ÿ‚"
X Link 2026-02-06T06:22Z [----] followers, [----] engagements

"The @Strategy documentary is going to be text book. Its the exact narrative that comes with extreme lows followed by euphoric highs. The majority doubted yet the minority came ahead. Its $GME [---] but theres no stop and this time theres a strategy"
X Link 2026-02-07T00:49Z [----] followers, [----] engagements

"Wise words from @Checkmatey on @PeterBTCAdviser channel. Time will reveal the inveitable. $BTC $IBIT $MSTR"
X Link 2026-02-07T17:29Z [----] followers, [----] engagements

"Yes - these pure Bitcoin plays dont work if Bitcoin doesnt work. Its what makes the bet asymmetric. Theres always risk but the technology itself in tandem with the network effect + global chaos is leading to an obvious path to utility and universal value"
X Link 2026-02-15T17:32Z [----] followers, [---] engagements

"Bitcoin is like a pac-man eating every store of value. @natbrunell and Andrew Hohns of Battery Finance"
X Link 2026-02-16T13:05Z [----] followers, [---] engagements

"๐Ÿ‘จโš•Tom Lee (@fundstrat) and his team are Bitcoin surgeons. Their analysis is beyond calculated and supports a $150K Bitcoin by year-end. Blackrocks adoption has classified BTC as a bonafide asset. @natbrunell delivers another classic be sure to tune in. ๐ŸŽ™ On BTC allocation: "I think 2% should be the minimum probably 5% works for many and if someone is younger and has risk tolerance it can be significantly higher." - Tom Lee ๐Ÿ”‘ insights: ๐Ÿ•ธMega Trends & Network Effects: Lee emphasizes the durability of mega trends and the powerful network effects driving Bitcoin's price. "Most investors"
X Link 2024-07-22T16:21Z [----] followers, 59.1K engagements

"๐Ÿ@TheBitcoinConf [----] kicked off with a panel hosted by @dylanleclair focused on strengthening your corporate treasury with Bitcoin. Great to hear Andrew Kang CFO of MSTR walk us through the moment that his leadership team realized they were a Zombie company. The financial engineering he is orchestrating is world class. Shout out to @BitcoinMagazine for posting the full video of the panel. @gerovich & @SemlerEric have already seen the benefit of adopting the MSTR playbook. ๐Ÿฅ‡ Panelist Introductions: Meet @gerovich (of MetaPlanet) @SemlerEric (of Semler Scientific) and Andrew Kang (of"
X Link 2024-07-26T13:16Z [----] followers, 51.1K engagements

"๐Ÿ““ @MicroStrategys playbook is breaking the Efficient Market Hypothesis Theory. Leveraging the public markets financial tools to dilute the number of shares while increasing the BTC/Share ratio has increased $MSTR market cap 26x. Dylan LeCleair (@dylanleclair ) joins @WhatBitcoinDid to breakdown how the @saylor creation is revolutionizing Bitcoin adoption. Key Insights from full conversation: โ™Ÿ MicroStrategys Bold Move: Leveraging debt and equity to stockpile Bitcoin making the companys financials more volatile than Bitcoin itself. โšฝ @realbedford FCs Bitcoin Play: The football club is"
X Link 2024-08-17T02:17Z [----] followers, 24K engagements

"๐ŸŽก Michael Saylor (@saylor) was the first enterprise software CEO to figure out that Bitcoins protocol is the 21st century software that everyone is going to need to stay financially solvent. Hes positioned @MicroStrategy to be focused on satoshis per a share. Rajat Soni (@rajatsoni) describes the magic that makes Saylor a genius on @saifedeans latest interview. Tune into the full discussion to hear two Bitcoiners talk about how Bitcoin thrives in a broken fiat system. ๐Ÿ—ฏ On Traditional Finance: "The job of a financial analyst is not comparable to professions like doctors because financial"
X Link 2024-08-27T21:43Z [----] followers, 21K engagements

"๐Ÿ›’ "Never Sell. Borrow" - Bitcoiners don't have enough vehicles to leverage their BTC as super collateral. The opportunity cost of cutting ties with their sats is too high so the demand for institutional borrowing is growing with each cycle. Max Kei (@keidunm) is building @debificom to build the infrastructure that enables Bitcoin-backed lending solutions with institutional-grade liquidity. @PrestonPysh sits down with Max and Pascal Hugli (@pahueg) to talk about the future of institutional adoption of Bitcoin for lending and borrowing. Listen to this clip from @TIP_Network to hear their"
X Link 2024-09-05T16:34Z [----] followers, 39.9K engagements

"๐Ÿง  Bitcoin is hard work because of the enormous amount of intellectual rigor needed to understand what you own - @PrestonPysh explains whats required to have the conviction to hold Bitcoin as an investment through the storm of volatility. He uses @saylor s MSTR playbook to highlight the type of returns that are possible when the Bitcoin protocol is understood at the institutional level. Listen to Preston join @tomkaradzas show @rockstar_re to discuss the value Bitcoin has in a financial system that is being pumped with fiat liquidity. Key insights from full discussion: ๐Ÿฆ” Hedge Against"
X Link 2024-09-07T19:00Z [----] followers, 38.4K engagements

"๐Ÿ  The power behind understanding how real estate derives its value is a monumental step towards implementing a Bitcoin standard. Leon Wankum (@leonwankum) joins @PrestonPysh to talk about Bitcoins role as a purpose-built digital asset that can enhance and de-risk the balance sheet of real estate development companies. His understanding of the levers that can be pulled in the real estate vertical are progressive and well thought out. Listen to this clip to hear his response to real estate developers that push back on Bitcoin. ๐Ÿ’ญ "Real estate is a poor store of value compared to Bitcoin"
X Link 2024-09-11T19:41Z [----] followers, 26.2K engagements

"๐Ÿ“ธ Michael Saylor (@saylor) is the ultimate story teller. His most recent keynote at H.C. Wainwright Annual Global Investment (@HCWCO) Conference leverages important milestones in Bitcoins evolution across time and how that has institutions ready for mass adoption. Someone somewhere sometime to Anyone anywhere anytime is rewiring how we think about transactions and storing value. Saylor continues to educate legacy financiers; its only a matter of time before we start mass producing orange pills. Thanks to @larpar for uploading the full video to YouTube. ๐Ÿ—ฏ "Bitcoin is the digital"
X Link 2024-09-12T13:45Z [----] followers, 28.3K engagements

"๐Ÿงฒ Bitcoin found @MicroStrategy. The most revolutionary monetary technology ever identified was gifted to society in [----] by Satoshi. [----] created conditions that forced cash flow positive public enterprises like $MSTR to get creative. $BTC at the time had a track record of outperforming anything and everything. The time had come for it to infiltrate corporate in the form of scarce digital property. @saylor had his troops in the perfect position to deploy capital. @EJGotham is joined by President/CEO of MSTR Phong Le on @OptoThemes sessions series to talk through the reflexive strategy that"
X Link 2024-09-14T19:23Z [----] followers, 12.6K engagements

"๐Ÿ‘‘ The only way to beat Bitcoin is more Bitcoin. its a protocol for economic rationality similar to how English is for communication and math is for reasoning - the winning formula in the 21st century using intelligent leverage to capture the monetization of digital capital. Conventional assets like real estate have a competing asset class in BTC that is capturing capital from everyone. @saylor believes Centralized governing bodies will behave more rationally as the cost of capital rises. @saifedean has Saylor back on his series to discuss the mechanics of BTC and his new open source model."
X Link 2024-09-17T15:26Z [----] followers, 37K engagements

"๐ŸŽฉ Hats off to the 80IQ crowd who are muddddering the market and making fools of everyone on Wall Street. USD is spreading itself thin as the printer expands the denominator. The dollar ๐Ÿฅค theory ignores the emergence of Bitcoin and focuses on USD dominance over other fiat currencies. @PrestonPysh joins @saifedean to breakdown the misconception that USD expansion is part of a winning formula. The focus should be on the hard scarce assets that absorb value appreciation as the keys get clicked. ๐Ÿ—ฏ Bitcoin's volatility provides an opportunity for less experienced investors to compete with"
X Link 2024-09-24T15:19Z [----] followers, 31.8K engagements

"๐Ÿ We are 150% Bitcoin - Michael Saylors (@saylor) response to whether or not @MicroStrategy would be open to holding $ETH. His focus from [----] remains concentrated on $BTC. The regulatory clarity is opening up the on-ramp to institutional money that operates at a different scale than retail. @MarioNawfal and @JamesCHeckman on Roundtable (@RTB_io) poke Saylor about the possibility of holding ETH in the future. The only thing he wants more than Bitcoin is more Bitcoin. Full video:"
X Link 2024-09-26T16:57Z [----] followers, 10.3K engagements

"๐ŸŒŠ Were watching Wall Street fully embrace Bitcoin. Michael @saylors message has been consistent about the barriers to entry for smart money. Those barriers are gradually transforming into tailwinds as regulators give signs of clarity via exceptions to ETFs bank custody and options. @PrestonPysh hosts his quarterly mastermind with @JoeCarlasare Jeff Ross and American Hodl to dive into what the recent tailwinds mean for volume and liquidity; the driving forces for Wall Street mass adoption. This clip highlights the tsunami of capital that will be unlocked as options trading launches. ๐Ÿ—ฏ Wall"
X Link 2024-10-02T17:14Z [----] followers, 23.9K engagements

"๐Ÿ„โ™‚ Be ready to surf the next wave - Michael Saylor (@saylor) saw the digital transformation of communication in the form of handheld devices before most. He authored The Mobile Wave in [----] which led him to big investments in Apple. The same principles that led him to predict the mobile wave have him laser focused on the wave that is digitally transforming energy The Bitcoin Wave. Rugpull radio and @GMONEYPEPE & @PepesInFrogress recently sat down with Michael Saylor (@saylor). The conversation shifts away from traditional Saylor talk tracks. Listen to this clip to hear more about the overlap"
X Link 2024-10-02T20:37Z [----] followers, [----] engagements

"๐Ÿง  Understanding the @MicroStrategy investment thesis is not easy making articulating it even harder. @PunterJeff nails the top down explanation in the latest QB episode. His perspective on Bitcoin as a discovery and how to think about it as a pristine type of collateral is A+. This clip highlights his stance and a simplified way to look at BTC yield in a more holistic way. Shout out to Jeff for the great content. Give the whole video a listen on YouTube. ๐Ÿ—ฏ "Bitcoin is more than money; it's programmable collateral." Key insights from full video: ๐Ÿš€ MicroStrategy's Strategy: With 252000"
X Link 2024-10-05T19:48Z [----] followers, [----] engagements

"๐Ÿ“ˆ You would think that $MSTRs [--] year performance would spawn copy cats. @PrestonPysh and @allenf32 discuss the mechanics of Saylors fiat hack. When you reverse engineer the process for a public company to implement the strategy you realize the adoption rate in public markets is a byproduct of the all the stars aligning. For instance the $MSTR story: founder with majority ownership operational business with slow growth executive team with commitment to invest time into learning nuances of the tech history of positive cash flow getting shareholder base along for the ride. The private market is"
X Link 2024-10-16T20:13Z [----] followers, 76.2K engagements

"๐Ÿ›ข "$MSTR is like an oil refinery turning crude inefficient capital into a leveraged platform for speculating on Bitcoin." @BritishHodl couldnt have said it any better. @MicroStrategy has created the playground for all investor types to get the exposure to the type of Bitcoin they want allocated to their portfolio. Their ability to leverage different financial vehicles to digest a treasure chest of BTC has created a moat that is starting to look like a monopoly. The finite asset they are HODLING is going to make it difficult for copy cats to catch them. Tune into @BlockwareIntel podcast with"
X Link 2024-10-23T20:46Z [----] followers, [----] engagements

"๐Ÿคผ $MSTR royal rumble just had its debut. Make sure you tune in each week to benefit from the 100s of hours that theyve invested into understanding the catalysts driving MicroStartegy towards a trillion dollar enterprise. This clip from Jeff and Ben is an important one. Understanding Saylors angle is impotent to accepting his perspective on custody. Hes onboarding the type of money that requires too big to fail banks given the relationships and interoperability across different functions. The future of financial products built on Bitcoin is going to expand Jeff sees the future and whats"
X Link 2024-10-24T13:36Z [----] followers, [----] engagements

"๐Ÿฆ Overcollateralized Bitcoin lending is a zero loss business just ask @unchainedcom how their experiment with Bitcoin lending has been so far. @dylanleclair understands the incentive structure that exists in a financial system that is gradually transitioning to a Bitcoin standard. Hes taking advantage of it with his implementation of the @saylor playbook at @metaplanet. His stance on how the banking system is positioned for Bitcoin custody and the vision for a natural progression from there to wrap lending around just makes sense. Bitcoins design is the perfect lending tool with its"
X Link 2024-10-28T15:16Z [----] followers, 11.5K engagements

"๐Ÿ‘จโš• [--] @MSTRTrueNorth surgeons just put the @MicroStrategy Q3 earnings deck on the operating table and dissected it with precision. The re-brand to a Bitcoin Treasury Company and the [--] year Bitcoin treasure hunt stole the show. @werkman peels back the $42B promise that @saylor announced translating the daily BTC purchases into a multiple of $10M. He points out that the simple supply and demand equation given Bitcoin issuance & competing vehicles like ETFs is setup to create a volcano type movement in price. @Z06Z07 draws parallels to previous Steve Jobs talks where his story telling captured"
X Link 2024-10-31T14:38Z [----] followers, 18.8K engagements

"๐Ÿ›ซ @MSTRTrueNorth with an off-cycle showdown to remind everyone that we are still early. @PunterJeff brings the group back to the investment thesis that could catapult $MSTR to [--] figures by end of year. The catalysts in the next [--] month window will fuel buy pressure that is driven by game theory and macroeconomic tailwinds. Where are the incentives to sell Jeff helps us answer that one - the inclusion into index funds can lead to sharp money front running and dumping upon inflows. However when you look at companies that have had a technology moat theres less incentive to sell the upside"
X Link 2024-11-12T15:20Z [----] followers, 18.5K engagements

"๐ŸŒ Nation state mania - @werkman riffs a nation state game theory narrative that is impossible to ignore. As speculation increases that the US will implement a strategic BTC reserve the pressure globally increases for Nation States to attempt to front run the economic power of the world. El Salvador calculated this risk years ago and took action.are there other countries that will try to take advantage of wealth redistribution at the global stage Ben points to the fact that countries pegged to the US dollar cant leverage printing their own currency and therefore are forced to consider"
X Link 2024-11-14T13:50Z [----] followers, 29.5K engagements

"โœ @MicroStrategy is rewriting financial playbooks creating investment vehicles that meet pools of capital where they are. Understanding the different vehicles and which types of investors they are built for is complex yet necessary to valuate $MSTR appropriately . However @RichardByworth can simplify that for you. His background in the bond market enables him to walk through @saylors convertible notes and why they are grabbing hedge funds and TradFis attention. Tune into @pahuegs latest episode with Richard to hear about $MSTR strategy. ๐Ÿ—ฏ MicroStrategys use of ATMs and convertible bonds is"
X Link 2024-11-15T17:07Z [----] followers, [----] engagements

"๐Ÿš€ MicroStrategys strategy is likened to a spaceship transporting the US dollar to Bitcoin working well within the frameworks of the capital markets. - @werkman joins @TimKotzman to breakdown the mechanics of the first Bitcoin Treasury Company. As @saylor continues to show he can scale this strategy the terms of the financial vehicles are becoming more favorable. The demand continues to surge as Bitcoin price appreciates as institutional dollars look for exposure that has protected downside. Tune in. Key insights: ๐Ÿ“Š Bold Moves a MSTR $499 & BTC $94K: MicroStrategy ($MSTR) trades near $499 as"
X Link 2024-11-21T21:33Z [----] followers, 13.1K engagements

"๐Ÿชœ This will be the most hated rally of all-time the biggest story in corporate finance just keeps getting bigger. TradiFi cant comprehend the operating company that @saylor is building a moat around and its allowing him to front-run everyone. Retail investors are seeing the gains and diving in head first experiencing the volatility and hitting the exit sign. As @PunterJeff puts it institutional players are now in control of the dial and that ETFs added the motorized booster kit to the hot wheels track. Episode [--] is as short as @CitronResearch & @KerrisdaleCap capitals position but has the"
X Link 2024-11-26T15:41Z [----] followers, 17.9K engagements

"๐Ÿฆด @MicroStrategy is integrating Bitcoin backed bonds into the TradFi system - this is the natural progression in the form of monetary Darwinism for the evolution of debt products. The transition to a Bitcoin standard will take time and in the meantime @saylor is going to take advantage of that. @PunterJeff and @CJKonstantinos walk through the potential that these convertible notes have as MSTRs credit rating is established. Its an instrument that can serve a multi trillion dollar marketplace that is littered with regulation. MSTR is working within the confines of the regulation and is"
X Link 2024-11-27T19:13Z [----] followers, 14.5K engagements

"๐ŸŒ‰ I think Michael @saylor has not only done something brilliant but as he accumulates Bitcoin he can do novel things with it like lending or helping the financial markets secure BTC Tom Lee (@fundstrat) understands the bridge that is currently being built between TradFi and Bitcoin. He clearly gets why @MicroStrategys bonds are experiencing such high demand as they are purpose built low risk tools to get exposure to Bitcoin for big institutional players. He believes theres a lot of upside because as Bitcoin comes up $MSTR goes up even more . Ton joins @Scaramucci on @wealthion to breakdown"
X Link 2024-11-29T21:59Z [----] followers, 59.9K engagements

"๐ŸŽข @saylor is creating a volatility theme park. The more levered @MicroStrategy becomes the more exciting the ride gets. Imran Lakha (@options_insight) walks through what makes the converts so attractive to arb traders during his sit down with David Brickell (@davidbrickell80) on @DeribitExchange. The $MSTR team is monetizing volatility and dumping the proceeds into Bitcoin; the underlying asset that is brewing the volatility. Everyone wants to talk about MicroStartegy but no-one wants to invest the time to understand the financial engineering that is outputting accretive dilution in the form"
X Link 2024-11-30T03:22Z [----] followers, 13.3K engagements

"๐Ÿ”“ How do you unlock a multi hundred trillion dollar debt market and give it access to Bitcoin when the regulatory environment hasnt caught up Tad Smith (@tadtweets) is qualified to evaluate companies that are focused on scarce desirable assets; look at his resume. He joins @PrestonPysh on @TIP_Network to breakdown his thesis on @MicroStrategy and @saylors ability to tell the Bitcoin story. The stock is magnetic as Tad says and it has the means of surging with the catalysts that are on the horizon and the expectation that this cycle heats up in the coming months. The segment on the premium"
X Link 2024-12-04T14:50Z [----] followers, 23.5K engagements

"๐ŸŒช Theres all these dynamics where hes creating volatility on top of Bitcoin and selling it to Wall Street and they love it @saylor and the @MicroStrategy team found product market fit in their ability to spin up volatility package it into different financial instruments and sell it to parties that couldnt get exposure to BTC correlated investments otherwise. James Checks (@Checkmated) is known for his on-chain analysis but he recently joined @_DannyKnowles in the re-launch of WBD and broke down the mechanics of the $MSTR playbook. His analysis is spot on especially related to the Saylor"
X Link 2024-12-06T14:45Z [----] followers, 21.8K engagements

"๐Ÿ•ธ The @MicroStrategy flywheel is slowly starting to resonate with the market. @BritishHodl breaks down the core of the thesis during his conversation with @seanclarke911. Once you understand that Saylors playbook is volatility centric you realize that every BTC buy regardless of buyer is beneficial to $MSTR. BlackRock and the rest of the ETFs are helping amplify MSTRs abilities to execute on their playbook just imagine what nation state activity would do. Listen to BritishHODL simplify the complexity of the machine that has helped MicroStrategy outperform everyone. Key insights: ๐Ÿš€"
X Link 2024-12-07T03:29Z [----] followers, 20.2K engagements

"๐Ÿ“‹ How could it be worth a multiple of the BTC on its balance sheet thats the last thing you should be concerned about with @MicroStrategy the mNAV is noise according to @dgt10011. An understanding of whats causing the MSTR bond demand leads to an aha moment. The capital market structure is a copy cat model that follows the underlying cause of performance. These MSTR covert bonds are a holding of the top performers and therefore the market is seeing a surge in demand. Theres scarcity in the credit paper being built on a scarce highly desirable digital asset. He describes the formula as"
X Link 2024-12-08T16:33Z [----] followers, 60.2K engagements

"The greatest disruption to the modern financial system @EricTrump just got off stage from his key note @bitcoinmenaconf. He came prepared and clearly has been listening to @saylor. His sentiment makes it even more clear that Trumps administration is going to do everything they can to make sure the US is on the frontier of the nation state adoption of Bitcoin. He gets that Bitcoin is more than an investment a global asset store of value hedge against inflation hedge against political turmoil.. The next [--] years could be a geopolitical race to capture as much BTC as possible. Full video on live"
X Link 2024-12-10T14:45Z [----] followers, [----] engagements

"๐Ÿ’ฅ This is not retail I repeat this is not retail. Michael @saylor has raised $100M [---] times in the last [--] days The signals couldnt be more obvious when theres enough demand to suck up 15$B dollars in [--] days. Different media channels are doing everything they can to find holes in what is becoming the biggest story in finance ever. @PunterJeff articulates this well in addition Ryans correct in that the most meaningful index to get the stamp of approval from is the one that captures tech and the mag [--]. The NASDAQ-100 is a milestone to celebrate but we are on to the S&P [---] with the FASB"
X Link 2024-12-14T19:35Z [----] followers, 13K engagements

"Near 100% chance the strategic bitcoin reserve legislation is passed into law for a particular state working with law makers to propose a change to allocate a portion of reserves into an emerging digital asset class is not easy. @Dennis_Porter_ and his team have been busy working with states to advise them on how to position such a bill. The @SatoshiActFund has already partnered with @VoteGiovanni (TX) and more recently @RepCabell (PA) to get proposals submitted. Tune into @TimKotzmans show with Dennis to hear why Dennis is so confident that a bill will be passed in the foreseeable future."
X Link 2024-12-16T04:30Z [----] followers, 18.1K engagements

"๐Ÿ”Š Short-term price action is noise. Focus on the thesis. The goal is to win long-term. @adrian describes the aggressive BTC accumulation from @saylor as loading the spring for a potential outbreak in [----]. Theres likely motives that are driving this behavior behind speculation of the SBR and how to optimize the new accounting changes from FASB. It will be interesting to see the narrative that the @MicroStrategy team focuses on in [----] as Bitcoin continues to push to new all time highs. MicroStrategy isnt just a Bitcoin playits the Bitcoin strategy. Tune into @Anders MSTR Mondays with"
X Link 2024-12-17T15:15Z [----] followers, 21.2K engagements

"๐Ÿ•ฏIf you think about what they can do with their Bitcoin stash in the future thats easily justifiable up to the 20-30x mNAV. Even Samson Mow (@Excellion) is slashing the @MicroStrategy mNAV critics. His stance is rooted in rational thinking if most stocks trade at a multiple to earnings it wouldnt make sense for a 1x mNAV. Maybe the FASB rule change will give the analysts the shock they need when they realize what @saylor is producing from a P/E ratio on a Bitcoin standard. In Samsons words MicroStrategy has already won. Listen to @rajatsoni sit down with Samson to talk Bitcoins launch pad"
X Link 2024-12-17T19:16Z [----] followers, 17.4K engagements

"๐Ÿก I still cant get over the 100BTC for your house.me neither. Im alive on the outside but dead in the inside. @CJKonstantinos was early to Bitcoin. It was his savings tool and in [----] he made the decision to liquidate a portion of his stack to provide a home for his family. That same home today has appreciated in fiat but has been decimated in BTC terms. These are the type of moments that unleash entrepreneurs that can pioneer a revolution. CJK knows that there are other Bitcoiners that will likely be forced to make a similar decision so he built @PeoplesReserve. A company that enables"
X Link 2024-12-18T20:37Z [----] followers, 13.8K engagements

"๐Ÿง‘๐Ÿ”ง@MicroStrategys fixed income instruments are the best performing on the planet. Theres tens of billions of dollars that have been forced to sit on the sidelines and watch BTCs CAGR outperform every asset class. Investment mandates have prevented fixed income investors from participating in the Bitcoin network. @PrestonPysh believes that one of the major price drivers for this cycle is giving this billion dollar tranches access. @saylor saw the opportunity to onboard these investors by building vechicles that leverage the underlying asset on his balance sheet Bitcoin. @jameslavish gives an"
X Link 2024-12-20T16:46Z [----] followers, 45.4K engagements

"๐Ÿงซ Bewilderment is intensifying the @MicroStrategy investment thesis is misunderstood by two different camps for completely different reasons. The irony is that @saylor has created a bridge for pockets of Wall Street capital to get Bitcoin exposure yet the long MSTR shareholder base is mostly investors that understand the Bitcoin network and how it plays within the traditional financial ecosystem. As the network grows and volatility dampens the gap between parties will compress and Bitcoin will play a significant role in our economy as programmable trust-less collateral. @PunterJeff perfectly"
X Link 2024-12-21T16:33Z [----] followers, 38K engagements

"๐Ÿ”ฎ [--] years ago @PrestonPysh dove into Bitcoin. 4/4/2015 - is the first @TIP_Network episode that covered Bitcoin with @stig_brodersen. Preston nails two narratives on the exact timeframe. He says that in [--] years he could see Bitcoin being viewed as a store of value like gold. He also mentions that he could see third world countries with struggling currencies using Bitcoin as a solution. Fast forward [--] years and @BlackRock is pushing Bitcoin as a store of value and @nayibbukele has transformed El Salvador. During ATHs its important to look at the past"
X Link 2024-12-21T22:20Z [----] followers, 32.1K engagements

"๐Ÿ”ฎ You cant predict. You can prepare. - Howard Marks. During @PunterJeff conversation with @Checkmatey on 12/22/24 he imagined a BTC backed convertible bond ETF that captures exposure to corporations that are implementing the @saylor playbook. Yesterday that imagination became reality when @NateGeraci dropped the news that @StriveFunds officially submitted a 485A filing for their Strive Bitcoin Bond ETF. Shout out to Jeff for constantly feeding the community alpha. New clip format that Im testing out. Throw me feedback both positive and constructive. Clip from:"
X Link 2024-12-27T19:44Z [----] followers, 42.5K engagements

"๐Ÿ”Ž Find product market fit and go all-in. @PunterJeff sees these convertible bonds getting way way bigger - he might be on to something ๐Ÿคฃ"
X Link 2024-12-28T14:11Z [----] followers, [----] engagements

"๐Ÿ—ฝ Understanding the @MicroStrategy trade past the number go up narrative requires an orange pill and a deep understanding of traditional markets. @coryswan of @Swan breaks down what makes @saylors magic so powerful and desired by Wall Street. Performance is the priority for the suits and ties and by ignoring Bitcoin and MSTR youve missed out on the best returns in the market. Game theory is playing out under the hood of the financial system. Listen to Cory break it down for us on @1MarkMoss channel. ๐Ÿ—ฏ The seeds of institutional adoption were planted early now its no longer optional to know"
X Link 2024-12-29T00:08Z [----] followers, 28.2K engagements

"๐Ÿ‘ท @MicroStrategy is doing what no one else dares: combining Bitcoins transformational potential with Wall Streets financial tools. The preferred stock offering is another example of the MSTR team engineering a financial product that appeals to the fixed income investor. The mention of a dividend has everyone thinking how would that work. @werkman has some ideas. Tune into @Anders_ MSTR Mondays that featured @PunterJeff and Ben. In this clip Ben unpacks the levers the treasury team can pull to offer a preferred stock that could pay a 7-8% dividend. Key segments: ๐Ÿš€ Massive Bitcoin Buy:"
X Link 2025-01-14T15:59Z [----] followers, 36.7K engagements

"โ›ฝ Foot on the gas but have capacity to de-lever the precision in the financial engineering that the @MicroStrategy treasury team is conducting is a master class. @werkman provides some insight into how Q1 could look as @saylor and the team dial-in on the leverage ratio and prepare for the next debt ladder. The details on the preferred offering will set the tone for the rest of the year as $MSTR deploys the rest of the $42B. The heavy use of the ATM was calculated and the next phase of the strategy will be to expand the leverage ratio to accumulate as much BTC as possible that plays nicely"
X Link 2025-01-23T14:22Z [----] followers, 38.1K engagements

"If you were pre Strategy pre split pre BTC yield pre ATM pre converts pre $STRK pre $QQQ inclusion pre $42B plan - then you know how to embrace volatility and you know where we are heading ๐Ÿ‘†๐ŸŸข"
X Link 2025-02-07T02:20Z [----] followers, 10.1K engagements

"๐ŸŽฎ The irony of game theory initiated by GameStop. @saylor and @ryancohen recently posted a picture together. One would believe that their motive was not to chat about the future of gaming. During @Anders_ MSTR Monday session there was an interesting segment on the what if $GME adopted the @MicroStrategy playbook. The retail frenzy could awaken and draw attention to the Bitcoin corpoarate adoption narrative; where MSTR sits with a deep moat. Listen to this clip to hear @_adrian @PunterJeff and @nithusezni jam on the idea. @Z06Z07 @hillery_dan and @TimKotzman joined the session as well. Tune"
X Link 2025-02-11T17:23Z [----] followers, 16K engagements

"๐Ÿ’Š Once people swallow the pill that Michael @saylor cooked up for us this is going to accelerate. @CJKonstantinos is on the front lines building products that sit on top of the strongest digital network Bitcoin. His narrative around Bitcoin infused bonds is wrapped in the laws of economics. The design of Bitcoin was purpose built for products like the @PeoplesReserves. In ways CJK is leaning into Saylors playbook that is attracting liquidity at the corporate level. Bitcoin backed bonds are a great tool for individuals to governments. Be on the look out for more and more politicians pushing"
X Link 2025-02-12T15:11Z [----] followers, [----] engagements

"@BritishHodl This doesnt just initiate nation state game theory it gets corporations more comfortable playing the game. This is the start of global game theory"
X Link 2025-03-07T04:45Z [----] followers, [----] engagements

"Almost [--] years ago I remember driving to work listening to @PrestonPysh @stig_brodersen @ttmygh on @TIP_Network. Preston called attention to the US banning Bitcoin as a disservice to the country. At the time I couldnt see a world where the US was hoarding Bitcoin. But I guess my imagination wasnt big enough. Preston nailed it like he always does. Go listen to those original episodes everything is spot on. Full episode: https://youtu.be/EJ2B5RJk0tIsi=DtMZaOvXAsC9L8Vb https://youtu.be/EJ2B5RJk0tIsi=DtMZaOvXAsC9L8Vb"
X Link 2025-03-08T22:10Z [----] followers, 23.2K engagements

"โ›ฝ This is a big upgrade for @Strategy as a pump of capital from the bond market into Bitcoin. $STRK is forcing fixed income investors to evaluate their preferred offering. @Croesus_BTC outlines the latest tool @saylor and the treasury team are using to accumulate Bitcoin. Tune into @titcoinpodcast with @WalkerAmerica to hear Jesse walk through corporate adoption and what makes $MSTR tools so appealing to large pools of capital. Key segments: ๐Ÿ’ผ Elite Dismissal of Bitcoin Many high-achieving professionals dismiss Bitcoin due to their trust in traditional finance. This skepticism slows adoption"
X Link 2025-03-16T19:27Z [----] followers, 30.3K engagements

"๐Ÿ— @Strategy has spent [----] building their artillery that will attack the $300T fixed income market. Each offering is purpose built and thrives in varying economic climates. $MSTR $STRK and $STRF will provide the capital during the accumulation phase to fuel the Strategy. To see the True North vision you have to begin to imagine a world where the capital markets are pulling on Bitcoin in ways that enable @saylor and the team to monetize their holdings. The regulatory landscape with EO and SAB-122 is shifting the Overton window and getting us closer to make this a reality. @werkman talks"
X Link 2025-03-22T20:35Z [----] followers, 16.9K engagements

"๐Ÿž They are a pump to help accelerate the osmotic natural flow of capital from bonds to Bitcoin. The creation of $STRK and $STRF are machinery to attack the $300T bond market. @Croesus_BTC joins the @MSTRTrueNorth live stream to describe the level of scale that these products enable @saylor and the team to deliver. In this clip Jesse @PunterJeff and @_adrian deliver 3:37 of alpha. Tune into the entire conversation. ๐Ÿง‘โœˆCrew: @PunterJeff @werkman @TimKotzman @nithusezni @_adrian @MSTRTrueNorth @Z06Z07 ๐Ÿจ Guest appearances: @tadtweets @Croesus_BTC Key segments: ๐Ÿš€ Capital Shift Strategy: Strike"
X Link 2025-03-27T17:55Z [----] followers, 61K engagements

"๐Ÿ‘€ CEO (Phong Lee) of the company (@Strategy) that outperformed the MAG7 in [----] spoke today at one of the best universities in the world MIT (@MITBitcoinClub) and there were open seats. We are still early to Bitcoin corporate adoption"
X Link 2025-04-05T21:20Z [----] followers, 14.9K engagements

"๐Ÿฆ  STRK has a way to win that is a different orthogonal path than just the common stock itself. @dgt10011 joined @MSTRTrueNorth to break everyones brain on the art of options. His fund @BitwiseInvest recently launched a covered call MSTR fund $IMST. In this clip @PunterJeff tees up the other Jeff to unwind @saylors most recent chess pieces $STRK & $STRF. Its clear that these products are purpose built and set to attract Wall Street capital looking for healthy yield with a splash of Bitcoin exposure. Tune in. ๐Ÿง‘โœˆ @PunterJeff @hillery_dan @_adrian @nithusezni @_adrian @TimKotzman @Z06Z07"
X Link 2025-04-11T00:30Z [----] followers, 21.9K engagements

"๐ŸŽฏ You know it's not that my skin is in the game I'm beyond that my soul is in the game. @saylor sits down with @davidlin_TV & @BlockBonnieC and breaks down the different types of Bitcoin investors - Traders investors and Maximalists. Tune into this clip to hear his explanation of each. The full interview is worth a few listens. Top segments: ๐Ÿ“ˆ Treasury Backs Bitcoin: The U.S. Treasury now supports banks holding Bitcoin and views digital assets as essential to innovation marking a radical policy shift from prior years 00:09:05. ๐Ÿง  Bitcoins Triple Identity: Bitcoin is seen as a volatile"
X Link 2025-04-23T03:16Z [----] followers, 15.2K engagements

"๐Ÿ›’ Accretively dilute more than he's able to now by just irresponsibly buying Bitcoin @RichardByworth has been vocal about the power of accretive dilution. For traders or short dated options holders the dilution can suppress share price more immediately. However for long term holders its an efficient way to run a Bitcoin accumulation machine. @Strategys OTC buys have been the primary source with the ATM on the common that is now low on fuel. Does @saylor transition to a more aggressive strategy that pushes the supply shock narrative. Listen to @bramk and Richard discuss. The mNAV could expand"
X Link 2025-04-29T13:27Z [----] followers, [----] engagements

"๐ŸฅคWhy do people let me do this why do they create products off my stock It's because people are making money. The @MSTRTrueNorth team attended the @BitwiseInvest Bitcoin for Corpoations event and had the opportunity to digest signals that are coming directly from the largest capital pools on Wall Street. This clip highlights a few of the themes we saw. @saylor is leaning into the narrative that Bitcoin is the marketing engine and @Strategy is the vechicles transporting it to TradiFi (@MasonFoard). The treasury team at $MSTR is creating purpose built products to align with the incentives that"
X Link 2025-05-01T17:39Z [----] followers, 24.6K engagements

"๐Ÿ“š @PunterJeff already translated the @Strategy earnings call on @MSTRTrueNorth. If you missed it dont worry heres what he covered: ๐Ÿ’ฐ Capital Plan Doubled: The company expanded its fixed income capital plan to $84B with 32% already executedshowing aggressive financial scaling. 00:06:16 โ™พ Debt Without Maturity: $STRK and $STRF are perpetual debt instruments with no expiration removing refinancing risks and boosting balance sheet stability. 00:08:03 โš– Seniority and Stability: Instruments like $STRK offer fixed dividends and less volatility while MSTR equity carries the highest risk-return"
X Link 2025-05-02T02:36Z [----] followers, 13.6K engagements

"๐Ÿ The treasury strategy by definition will eat the whole enterprise from the inside out Tad Smith (@tadtweets) has TradFi executive education and experience but the mindset of an innovator. Hes found a way to put aside the system he worked within to be an advocate for new the new system. In this clip from the @OnrampBitcoin channel he articulates the dilemma that most companies will battle can I find a way to build a feature product or service that can outpace Bitcoin"
X Link 2025-05-03T01:58Z [----] followers, 13K engagements

"๐Ÿš€ Our board is designed to accelerate @PunterJeff and @werkman are acceleration engineers. @ColeMacro announces @StriveFunds Bitcoin Treasury plans. @MSTRTrueNorth is extending their footprint. Footage from @Strategy world [----] live stream"
X Link 2025-05-07T18:39Z [----] followers, 11.6K engagements

"โœˆ 70-year-old executive is afraid to get in an airplane and the year is [----] What is your reaction Okay thats reasonable. His generation is afraid of airplanes. @saylors ability to connect history to the future is why hes become so important to the next phase of Bitcoin adoption. He sat down with @AlArabiya_Eng for an hour and did what he does best. Theres a few segments where he dials in on disruptive technologies and the process they go through as the paradigm shift scales globally. Give the full discussion a listen. Key segments: ๐Ÿ’ต Dollar Demand Surges: Demand for the digital US dollar"
X Link 2025-05-08T13:54Z [----] followers, 57.4K engagements

"๐Ÿง  You're swapping your dollars for Bitcoin upside and reduced downside and yield in perpetuity which is nuts. After being at Strategy world it was clear that the @Strategy team views $STRK and $STRF as innovate products that can transform the market. @PunterJeff and @hillery_dan made it their mission to showcase the power of these new products on an off cycle live stream via @MSTRTrueNorth. These products are absolutely going to eat the markets from the inside out. Liquidity and adoption will take time to mature. Listen to their conversation to get educated on who these products were built"
X Link 2025-05-10T17:03Z [----] followers, 63.8K engagements

"๐ŸฅŠ The gloves are off @Z06Z07s reveal included a Coke and a call out to @FinancialTimes. This was the first live stream since we held our first @MSTRTrueNorth event so theres lots of content covered. Take a look at YT link and the chapters to navigate all the topics that were discussed. The transformation of corporations interacting with retail is changing and we are the catalyst. Its the digital transformation of investor relations and it starts here. ๐Ÿง‘โœˆ @PunterJeff @hillery_dan @nithusezni @_adrian @TimKotzman @Z06Z07 @MasonFoard @MSTRTrueNorth @werkman @hillery_dan @trollstein @TheJesseMK"
X Link 2025-05-15T16:27Z [----] followers, 11.5K engagements

"Theyve never had a better risk adjusted time to get involved. @werkman & @coryswan think Bitcoin is going higher. Bitcoin treasury companies are going to fuel that growth. @Swan @MSTRTrueNorth"
X Link 2025-05-16T23:35Z [----] followers, 16.1K engagements

"๐Ÿ’Š Theyre orange-pilled by yield. $STRK is a self fulfilling prophecy that accelerates the escape velocity of a lost antiquated system to one that was built for the digital age. The yield that @saylor and the team are attaching to their new products is a magnet for fixed income investors. @AdamBLivs content is packed with information. Listen to his content to have an edge. Key points: ๐Ÿ’ฃ Trojan Horse Finance: $STRK offers TradFi allocators an 8% yield in fiat while covertly funneling that capital into Bitcoin turning conservative investors into crypto backers. 00:08:00 ๐Ÿš€ Infinite Upside"
X Link 2025-05-17T13:07Z [----] followers, [----] engagements

"๐Ÿงฎ You dont know if that mNAV is justified until you see how quickly and aggressive a company is at accumulating Bitcoin. @adam3us blessed us with a bridge to value mNAV to BTC yield. The months to cover mNAV is a metric that will take some time to get used to. @RichardByworth sits down with @gerovich of @metaplanet to discuss all things BTC treasury companies. This clip highlights Simons interpretation of Adams new metric. Its worth tuning into @SyzTheFuture. Key segments from full discussion: ๐Ÿ“ˆ Bitcoin Strategy Pivot: Metaplanet survived a crisis by shifting its business model to Bitcoin"
X Link 2025-05-20T14:47Z [----] followers, 76.6K engagements

"The S&P [---] needs @Strategy $MSTR doesn't need the S&P [---]. Incentives drive action Strategy drives growth. S&P [---] inclusion is inevitable. @PunterJeff and @hillery_dan get it - @MSTRTrueNorth"
X Link 2025-05-21T16:40Z [----] followers, [----] engagements

"๐Ÿ’ก@werkman not only has lighting he has two lamps in the background. He joins @SchwabNetwork to talk $MSTR and the advantage they have with their scale. @Swan @MSTRTrueNorth"
X Link 2025-06-03T22:57Z [----] followers, [----] engagements

"๐Ÿ›กit's a defense mechanism @hillery_dan breaks down how $STRD can play a role during a time period where the mNAV is compressed. Its the inverse logic of using the premium to capture yield. Purpose built junk bonds that fuel the capital stack and give the market optionally within the bTC yield curve genius. @nithusezni also calls out @saylor for bugging the casino. Listen to episode [--] of @MSTRTrueNorth for alpha. ๐Ÿง‘โœˆ @PunterJeff @hillery_dan @nithusezni @_adrian @TimKotzman @Z06Z07 @MasonFoard @MSTRTrueNorth @werkman @hillery_dan @trollstein @thebitcoingal @TheJesseMK @JBerneburg [--] segments"
X Link 2025-06-05T14:08Z [----] followers, 16.9K engagements

"๐Ÿ–จThis is the most efficient usage of the Bitcoin to generate Bitcoin yield. @Strategy is unofficially operating the first Bitcoin bank. They are a franchisee of the Bitcoin network. Theyve captured enough scale to serve fixed income products that are backed by an asset class that is disrupting the concept of value. @PunterJeff says it much better on @MSTRTrueNorth"
X Link 2025-06-21T02:43Z [----] followers, 35.4K engagements

"They are pre-buying centuries of dividend payments in Bitcoin today - @Strategy is tapping into the future value of Bitcoin. @Checkmatey simplified the most complex playbook in all of corporate finance during his discussion with @seanclarke911. Love to see that James is seeing the playbook for what it is. I was getting worried for a bit. $MSTR $STRD $STRK $STRF"
X Link 2025-06-22T21:48Z [----] followers, 16K engagements

"๐Ÿ“Š Some call it alchemy. I call it valuation. Phong Le CEO @Strategy @BitcoinPierre asked Phong about mNAV and got a killer answer. Think Microsoft in the 80s. Big shifts are happening in finance. Dont miss this. Top segments: ๐Ÿ” Cash to Bitcoin Pivot: MSTR pivoted to Bitcoin after COVID-era rate cuts wiped out interest income turning idle cash into a liability and prompting a radical treasury strategy shift. 06:16 ๐Ÿ“Š Rethinking Corporate Valuation: MSTR pioneered valuing Bitcoin-treasury companies using projected BTC gains with traditional multiples suggesting a $500B$1T valuation is"
X Link 2025-07-11T17:00Z [----] followers, 27.6K engagements

"Timestamps added to the @MSTRTrueNorth YouTube link. [-----] people tuned in last night. This is the biggest story in finance. Thank you to @saylor for recognizing proof of work and embracing the digital transformation of investor relations. Formal summary and clip coming soon. Last nights live stream was one of those moments where you need to reflect on the journey. Volatility is vitality"
X Link 2025-07-17T14:38Z [----] followers, 36.5K engagements

"๐Ÿ“‰ MSTR closed today at $423.22 perfectly sandwiched between heavy call OI at $420$425 and $430 Classic options expiry pinning. Big money piled into $425$430 calls. Market makers hedged and price magnetized. Options drive price more than most realize. Anyone pointing fingers at the ATM needs to understand the stakeholders in the volatility game. On expiry dates with heavy OI you can see sometimes see the magnet before the gravitational pull kicks in"
X Link 2025-07-19T03:29Z [----] followers, 21.4K engagements

"Before @saylor there was @aantonop. @joerogan 9/7/16 - BTC price $626.50 I think its time to run it back"
X Link 2025-07-20T12:49Z [----] followers, 71.3K engagements

"They are effectively staking it in the traditional financial markets. - @PunterJeff @amitisinvesting response is priceless. $MSTR is using their balance sheet as a weapon. They continue to build financial vehicles that transport dollars into Bitcoin. This discussion is worth a watch"
X Link 2025-07-25T18:54Z [----] followers, 10.3K engagements

"Strategy is the Amazon of capital markets. @werkman saw the disruption unfolding during @MSTRTrueNorth episode [--]. Credit to @bleighky for the initial clip"
X Link 2025-08-01T22:08Z [----] followers, 47.8K engagements

"Michael @saylor is changing the reality of the stock market. - Tom Lee (@fundstrat) ExxonMobil was built on oil. @MicroStrategy is built on Bitcoin. Hear Tom Lee break it down with @natbrunell"
X Link 2025-08-05T20:46Z [----] followers, 29K engagements

"42 seconds of @nithuseznis wisdom. The last [--] years have been a constant state of optimization that is built on AI & Bitcoin. Episode [--] @MSTRTrueNorth"
X Link 2025-08-08T02:36Z [----] followers, [----] engagements

"I agree with @werkman that Phongs participation in this last earnings call is a signal to the market that the entire team fueling this balance sheet has A+ talent. @MSTRTrueNorth episode 35"
X Link 2025-08-08T12:39Z [----] followers, 10.9K engagements

"Strategy looks like they are moving forward with a page from the Geico playbook with this animated character. It was @Strategy world but it feels like its now here to stay. Maybe a nod to Buffet and how @saylors time has come. $MSTR has delivered 100% ARR since we adopted bitcoin five years ago. https://t.co/p2BK2WBo9i $MSTR has delivered 100% ARR since we adopted bitcoin five years ago. https://t.co/p2BK2WBo9i"
X Link 2025-08-10T21:11Z [----] followers, [----] engagements

"Why does anyone hold an equity to begin with - @PunterJeff First principles thinking uncovers that the strength of your balance sheet can outpace 99.9% of companies that are attempting to stay ahead of competition in their domain and fight the decay of the dollar. Checkout @_BitcoinCenter with @CedYoungelman & @Humble_Hodl1111"
X Link 2025-08-13T12:46Z [----] followers, 50.7K engagements

"Will $MSTR get that Beta back @PunterJeff and @hillery_dan have an opinion. Here it is. @MSTRTrueNorth episode 36"
X Link 2025-08-14T18:54Z [----] followers, 20.1K engagements

"The final thoughts from last nights @MSTRTrueNorth were ๐Ÿ”ฅ @hillery_dan - higher @nithusezni - is in the matrix @MasonFoard - technicals are king @werkman - dont borrow conviction @PunterJeff - digital risk is here @Z06Z07 - touch grass Episode 37"
X Link 2025-08-21T16:28Z [----] followers, 11.2K engagements

"This is why $MSTR and the Bitcoin Treasury playbook is breaking the status quo but only few understand it. An understanding of what sits at the intersection of Bitcoin security analysis and the unwinding of the fixed income market is a must know. @PrestonPysh nailed it in his talk with @_DannyKnowles. We are still early. These prefs are just starting to scale. The fun hasnt even started yet"
X Link 2025-08-22T12:58Z [----] followers, 59.9K engagements

"Ideas are stocks Bitcoin is a belief. Beliefs last longer than ideas. I think you want to start shorting ideas and you want to be long beliefs. - @jvisserlabs Great discussion this week between Jordi and @APompliano. This 1:43 resonated with me. The transition to hyper adoption of AI is going to make picking ideas difficult. Stick to the belief that was built for a digital economy"
X Link 2025-08-30T23:04Z [----] followers, [----] engagements

"๐Ÿ‚ Whats going to happen to @MicroStrategy is going to be absolutely mind blowing come summer/fall of [----] - @PrestonPysh sees insanity on the horizon. @saylors playing a 4D game of chess that is carefully engineered around the BTC cycles. James Check (@Checkmatey) hasnt studied $MSTR fully but understands the market dynamics at play and what can happen to a equity that has a options market with absurd volatility that is tied to Bitcoin during a bull run. The velocity of the flywheel shows up as short sellers are forced to buy high and $MSTR shareholders sell to convert to BTC. Listen to"
X Link 2024-11-27T15:14Z [----] followers, 116.4K engagements

"๐Ÿ”ฅ @Strategy now holds [------] BTC. Its so big it might have a sovereign put. Tom Lee (@fundstrat) @saylor has stood up a scalable on-ramp for institutions/nation states seeking exposure without moving the market. He also compares BTC treasury valuation model to Exxons premium on oil proven reserves. ๐ŸŽฅ Watch the 2-min clip: #Bitcoin #MSTR #Saylor #BTC Clip from full video @ForwardGuidance @Blockworks_ with @CryptoIRGuy @David_Grid @fejau_inc and Tom"
X Link 2025-07-07T11:38Z [----] followers, 278.6K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing