@joelongrowth Joel

Joel posts on X about bitcoin, $mtplf, money, inflation the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Mentions: [--] #

Followers: [-----] #

CreatorRank: [---------] #

Social Influence

Social category influence cryptocurrencies finance stocks technology brands countries social networks automotive brands travel destinations products exchanges

Social topic influence bitcoin #4961, $mtplf #22, money, inflation, debt, balance sheet, rates, market cap, japan, investment

Top accounts mentioned or mentioned by @jessekobernick @thejessemk @dylanleclair @metaplanetjp @bitcoinpierre @smoothbtc @entouarnt4 @matthewgarasic @thesidsuri @grok @indexnforgetit @kashflowguy @freddiemac @fmarciano @nickcpicks @raptorvirtualmk @thecashflowguy @therespecial @dgt10011 @whodecides

Top assets mentioned Bitcoin (BTC) Metaplanet Inc. (MTPLF) PacWest Bancorp (PACW) Boeing Co (BA) Goldman Sachs (GS) Morgan Stanley (MS) Strategy (MSTR) Costco Wholesale Corporation (COST) Dogecoin (DOGE) Coinbase Global Inc. (COIN) FilesCoins Power Cu (FILECOIN) Robinhood Markets, Inc. (HOOD) Exxon Mobil (XOM) Strategy Incorporated (STRF) Bank of America (BAC)

Top Social Posts

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

"@indexnforgetit I wonder if we start to see a migration towards more rural areas. The idea that Waco is a destination now (thanks to Magnolia crew) kind of blows my mind. But the dynamics are there to drive some amount of population towards small(er) towns"
X Link 2023-05-25T20:38Z [--] followers, [--] engagements

"@KashFlowGuy @FreddieMac Seems like - short term anyway - we're going to be headed back to the 7s for a while"
X Link 2023-05-25T20:39Z [--] followers, [--] engagements

"@fmarciano This is so so key: Marry the right partner. This one improved my life more than anything I've ever done - by a mile"
X Link 2023-05-25T20:42Z [--] followers, [--] engagements

"If youre flexible for [--] months and can prioritize an investment over: Lifestyle Commute time What friends say Then: You can buy a home with $10-15K & much lower fixed interest rates vs market rate. You're now positioned for a great first rental property"
X Link 2023-05-29T15:06Z [--] followers, [--] engagements

"PacWest sold $2.6B in construction loans that averaged 8.4% - for a $200M haircut. Cap rates go up. Values go down. Lenders take haircuts"
X Link 2023-06-07T23:18Z [----] followers, [---] engagements

"64M US households make $75K a year (or less). Thats half the country. What can you buy for $75K of income today Maximum $256000 home. There are 319K homes for sale today under $256000. 64M -- 319K. In other news PacWest is taking haircuts on construction loans"
X Link 2023-06-08T21:14Z [----] followers, [---] engagements

"Twitter [----] is bitcoin 2018"
X Link 2023-06-15T18:28Z [--] followers, [--] engagements

"Well we did it y'all - busted [----]. To every single one of you: THANK YOU"
X Link 2023-06-28T21:58Z [--] followers, [--] engagements

"My least favorite call right now: "Would your seller be willing to finance my buyer" Dear stale guru selling nonsense from the mid-90s at a weekend Holiday Inn seminar: Just stop"
X Link 2023-06-30T01:40Z [--] followers, [----] engagements

"@Matthew_Garasic What are we doing here if were shooting for the moon Congrats on a big week Matt Meant to tell you yesterday"
X Link 2023-06-30T00:01Z [--] followers, [--] engagements

"Growth Army launched the same day Ice Cube was on Rogan. I gotta say it was a good day"
X Link 2023-06-30T00:59Z [--] followers, [--] engagements

"Using ONE word give me your best health tip for getting fit"
X Link 2023-07-10T04:20Z [--] followers, 32.7K engagements

"@nickcpicks I think this may be bad on the ticker"
X Link 2023-07-10T00:45Z [--] followers, [---] engagements

"@RaptorVirtualMK Nice Ive done a handful between 3-7 days. Its doable but first [--] days are rough. After that its incredible"
X Link 2023-07-10T01:43Z [--] followers, [--] engagements

"Existing home sales are down 20% year-over-year. NEW home sales are UP 20% year-over-year. The difference Builders buy money cheap and sell it cheap. Heres what I mean. There are three types of builders in the US. Custom they build 1-100 a year ($1.5M+) Semi-Custom they build a few [----] ($750K+) Production they build many 1000s ($600K- or so) Today Im just considering large semi-custom builders but mostly production builders. The names youve probably heard before: Lennar Meritage DR Horton Pulte Homes There are others but you get the idea. Typically these companies are publicly-traded have"
X Link 2023-07-11T16:42Z [----] followers, [----] engagements

"@Matthew_Garasic Not going to a hotel to learn how to invest in real estate"
X Link 2023-07-12T17:16Z [--] followers, [--] engagements

"Tell me again about the market crashing:"
X Link 2023-07-24T17:49Z [--] followers, 35K engagements

"Twitter is the sandbox. X might be the the rest"
X Link 2023-07-24T18:51Z [--] followers, [---] engagements

"@TheCashFlow_Guy I think this is the #1 strategy for beginner investors in today's market. Especially if you go new construction"
X Link 2023-07-26T17:08Z [--] followers, [--] engagements

"Oh you trust that razor thin paper cover on a public toilet seat Blocked"
X Link 2023-08-01T15:32Z [--] followers, [----] engagements

"Home prices aren't part of the CPI. Milk coffee sugar You bet. A tale of two faces. Gallon of Milk: [----] -- $3.50 [----] -- $4.32 Median US Home: [----] -- $257K [----] -- $429K Homes inflated nearly 3x milk. Why Let's look at milk. Pretty simple. $3.50"
X Link 2023-07-30T22:41Z [--] followers, [----] engagements

"What are home prices doing in your market up down sideways Curious to see how you feel this year vs last"
X Link 2023-07-30T17:32Z [--] followers, [----] engagements

"CRE is by most - if not all - accounts in deep trouble. Meanwhile the two largest SFR firms are expanding. American Homes announced a $625M joint-venture focused on build-to-rent homes with JP Morgan. Invitation Homes just announced it purchased [----] homes for $650M"
X Link 2023-08-01T06:54Z [--] followers, [---] engagements

"Im officially breaking up with Costco. The marginal savings is not worth the headache and heartburn. Amazon is now in pole position"
X Link 2023-08-06T17:37Z [--] followers, [----] engagements

"Everyone's heard "location location location." But have you considered inflation's impact on home prices Lets dive into a fascinating journey from the 1940s to [----]. 🧵👇"
X Link 2023-08-07T14:51Z [--] followers, [--] engagements

"1970s - The era of high inflation Factors like the Vietnam War and oil embargo saw inflation hit 4.6%. (Number seems low to me as well but I'm using official data.) I won't comment on Nixon and the Gold Standard for now. The median home price to skyrocketed to $17000"
X Link 2023-08-07T14:55Z [--] followers, [--] engagements

"The 1980s was a time for recovery. With inflation slowing down at 3.1% home prices still surged. The 80s hit a median US home price of $47200. Economic prosperity played a huge role here"
X Link 2023-08-07T14:56Z [--] followers, [--] engagements

"Across the US there were only [----] new MLS listings that hit the market last week. No Airbnb crash No investors rushing to exit No big uptick foreclosure activity Just 3K new listings. In AUGUST. Not saying we don't have headwinds but there's ZERO evidence for a crash"
X Link 2023-08-08T17:07Z [--] followers, [----] engagements

"@The_RE_Special Principles for Navigating Big Debt Crises - Ray Dalio"
X Link 2023-09-20T20:42Z [--] followers, [--] engagements

"@TheJesseMK There are a few good ones left but hearing original thoughts on a bitcoin podcast is like spotting a mountain lion in the wild. It does happen but rare"
X Link 2025-03-03T01:01Z [----] followers, [---] engagements

"Honest question for Bitwise team - is this worth it I get why Coinbase and Gemini platform these things - virtually no additional costs and all upside. Is the business model to become the ETF casino JUST IN: Bitwise files for spot Dogecoin $DOGE ETF with NYSE. JUST IN: Bitwise files for spot Dogecoin $DOGE ETF with NYSE"
X Link 2025-03-03T22:12Z [----] followers, [---] engagements

"@dgt10011 So is TSLA dropping 15% today political theater or is it that everything is selling off Also dropping like a rock Your credibility"
X Link 2025-03-11T00:09Z [----] followers, [---] engagements

"@TheJesseMK I think any shareholder who opposes a Dutch auction should be provided a Dutch oven until accepting the new treasury reserve strategy"
X Link 2025-03-25T21:24Z [----] followers, [--] engagements

"For the same reason I think debt ratings will take longer than we hope for: Moodys S&P and Fitch have to understand bitcoin first. Then understand how MSTR uses bitcoin second"
X Link 2025-05-05T19:02Z [----] followers, [---] engagements

"What did you tell Robinhood or Interactive Brokers when you joined in order for them to grant you a margin account I assume they work off that application to have some measure of your ability to repay. Income work history experience etc. I agree with the pristine collateral and instant liquidation idea I just don't think we see bitcoin-backed loans compete until banks get involved"
X Link 2025-05-06T21:52Z [----] followers, [--] engagements

"Read the room. Bessent floats modifications to SLR and then posts - on the same day - that we need stablecoin regulations. Rates are coming down. They are very openly and honestly telling you what's coming. The Trump Administration is going big on digital assets. Why Because the previous administration nearly destroyed the industry with its anti-innovation agenda and regulation-by-enforcement approach. No more. Digital asset companies deserve regulatory clarityand thats https://t.co/kqYxwWggEm The Trump Administration is going big on digital assets. Why Because the previous administration"
X Link 2025-05-23T19:18Z [----] followers, [---] engagements

"Proper credit underwriting will drive rates on these in time as well. In its current form (asset only) rates are high because borrowers aren't underwritten. There's so much room for improving how risk is scored (credit income LTV etc) and therefore how rates are adjusted. It's a pure hard money loan. Some borrowers with bad credit no income or high debts will agree to pay higher rates. As the industry for bitcoin backed loans matures there will be professionals who see the opportunity to do real lending here - professional underwriting/lending will lower rates to A+ borrowers like everything"
X Link 2025-06-02T15:50Z [----] followers, [--] engagements

"If you havent read it now is a great time to read Gustave Le Bons The Crowd: A Study of the Popular Mind. Crowds are easily swayed by simplistic ideas and charismatic leaders often losing individual rationality. San Francisco Seattle Chicago Paris London - now NYC. I awoke this morning gravely concerned about New York City. I thought What has NYC become that an avowed socialist who has supported defunding the police whose solution to lowering food prices is city-owned supermarkets who doesnt understand that freezing rents will only I awoke this morning gravely concerned about New York City. I"
X Link 2025-06-26T19:05Z [----] followers, [---] engagements

"Metaplanet at $10. MGMT playing 'Kids' to a crowd of maybe [--] people on a college quad: https://t.co/USUQRitkE7 MGMT playing 'Kids' to a crowd of maybe [--] people on a college quad: https://t.co/USUQRitkE7"
X Link 2025-06-28T01:43Z [----] followers, [----] engagements

"@TheJesseMK "While some observers question why Metaplanet trades at a sizeable premium to its NAV (5.12x) we believe it is justified by the successful execution of its bitcoin treasury operations.""
X Link 2025-07-02T19:52Z [----] followers, [--] engagements

"@TheJesseMK They killed Silvergate"
X Link 2025-07-08T01:02Z [----] followers, [--] engagements

"Preferred bitcoin-backed equities don't reprice global debt markets. Do you really think Amazon stops investing in logistics Boeing stops making airplanes AI capex rethinks its inexorable power demands the city you live in stops building schools or fixing roads They didn't do it for bitcoin and they won't do it for bitcoin preferred equity. It's irrational and insular to think the infrastructure of the world reprices itself. It won't and you don't really want it to either. Moreover if you haven't figured out financial repression now's a great time to study that idea. Total US municipal bond"
X Link 2025-07-10T15:11Z [----] followers, [--] engagements

"Metaplanet at $10.50 Mumford and Sons playing "The Cave" to a crowd of about [--] people at a pizzeria before they were famous https://t.co/QCXUmNv8Iv Mumford and Sons playing "The Cave" to a crowd of about [--] people at a pizzeria before they were famous https://t.co/QCXUmNv8Iv"
X Link 2025-07-11T01:48Z [----] followers, [---] engagements

"Does anyone remember the guy who made billions shorting ExxonMobil while going long oil Oh thats right. Nobody was dumb enough to do that. Meanwhile how did Exxon derive market cap Premium to proven reserves"
X Link 2025-07-11T16:08Z [----] followers, [--] engagements

"At its current price STRK is a bet that MSTR will eventually exceed $1240. If thats your belief youre probably better off just owning MSTR.unless you want $8 in the meantime. I still dont understand STRK holders who criticize MSTY investors for choosing income over the upside in MSTR. The better version of STRK is MSTY/MSTR"
X Link 2025-07-11T17:12Z [----] followers, [---] engagements

"@WhoDecides_ @TheJesseMK Why not use STRF (Too soon)"
X Link 2025-07-11T17:21Z [----] followers, [--] engagements

"@ggggggg88009220 @TheJesseMK Maybe. But this assumption is really rates go down and STRK ATM doesnt offset newfound demand. The point of STRK is to provide leverage to common. Not to deliver upside to STRK. If rates drop and STRK becomes more attractive MSTR sells hard into that demand"
X Link 2025-07-12T01:09Z [----] followers, [--] engagements

"Fidelity filling a MTPLF limit order:"
X Link 2025-07-14T15:59Z [----] followers, [--] engagements

"@TheJesseMK This is serious. Please show some respect. Dont be a layer"
X Link 2025-07-14T18:23Z [----] followers, [--] engagements

"Visual for random estimates of MTPLF holdings bitcoin price and possible mNAV ranges at the end of [---] plan - whenever that might be. $MTPLF"
X Link 2025-07-14T19:55Z [----] followers, [----] engagements

"This is absolutely insane. If the trendline growth rate in BTC holdings explained below (BTC holdings R of 0.988) holds true $MTPLF would reach [------] BTC by approximately November [--] [----]. Assuming 1.15B shares (for ease of calculation) at that point you get a 611% increase in bitcoin holdings against a 71% increase in shares. Then the question is where do you think bitcoin is headed between now and Q4 21BTCBTC/ BTC [--] 10.1% [-----] BTC/ [--] 7.3% [-----] https://t.co/zGbUDySp9f 21BTCBTC/ BTC [--] 10.1% [-----] BTC/ [--] 7.3% [-----] https://t.co/zGbUDySp9f"
X Link 2025-07-15T16:33Z [----] followers, [---] engagements

"In early [----] the USD/JPY rate was around [---] with the USD trading near multi-year highs. That changed with the Plaza Accord in September [----] which aimed to weaken the U.S. dollar. It worked. By the end of [----] USD/JPY had fallen to roughly [---] and by December [----] it had reached ballpark [---]. Said another way the yen doubled in strength against the dollar in just over two years. Thats basically 500mg of creatine daily for two years. So what if we did something like this again as many are speculating. A potential Mar a Lago Accord would be smaller in scale and impact. But any purposeful"
X Link 2025-07-15T17:57Z [----] followers, [----] engagements

"Warren Buffett on buying $MTPLF at a [--] mNAV. Warren Buffett: "Ben Graham taught me not to pay any attention to stock market fluctuations except when they were working in my favor." "If I knew the facts on a stock and it went down I bought more of it because I looked at it as a business." https://t.co/bhQ26mfQeO Warren Buffett: "Ben Graham taught me not to pay any attention to stock market fluctuations except when they were working in my favor." "If I knew the facts on a stock and it went down I bought more of it because I looked at it as a business." https://t.co/bhQ26mfQeO"
X Link 2025-07-16T12:55Z [----] followers, [---] engagements

"@DylanLeClair_ @Metaplanet_JP This is the Bat Signal"
X Link 2025-07-16T17:57Z [----] followers, [---] engagements

"@TheJesseMK @DylanLeClair_ @Metaplanet_JP Nicely done"
X Link 2025-07-16T17:59Z [----] followers, [--] engagements

"At the peak of Dutch tulip mania the estimated market cap for tulips was $50 billion (adjusted for [----] dollars). It lasted [--] years. Bitcoin would need to drop to $2500 (98% drop) to match that peak. No offense to the Dutch but you put up rookie numbers at best"
X Link 2025-07-18T13:32Z [----] followers, [--] engagements

"$9 is not where you sell $MTPLF it's where you buy"
X Link 2025-07-18T18:59Z [----] followers, [----] engagements

"Has anyone done the math on what the bitcoin supply looks like when MSTR MTPLF XXI BSTR NAKA SMLR ALTBG SQNS etc all scale up to 100K+ bitcoin and compete for BTC yield in 2028-2029"
X Link 2025-07-20T12:29Z [----] followers, [---] engagements

"The unique ability for $MTPLF to sell cash-secured puts against 5% of its capital deployed is underrated. Based on research reports reported income and interviews with Simon this year a conservative guess at revenue here looks something like 0.4% to 0.5% in income against capital deployed. So $4-5M in premium income per $1B in capital deployed. That would approximate [----] premium income to around $20-25M. What's interesting is if they're paying for example 4% preferred equity interest expense the income strategy offsets 0.5% of that and reduces the effective rate to 3.5%. Sticking with this"
X Link 2025-07-21T19:32Z [----] followers, [----] engagements

"Okay how should one think of cash held on the balance sheet used to pay for expensessuch as interest on a loan used to buy real estate. Or perhaps a company raises equity financing to expand operations build assets for the company etc This appears to be a fundamental disagreement with what is being purchased (bitcoin) vs how its being purchased (equity)"
X Link 2025-08-07T23:03Z [----] followers, [---] engagements

"For everyone twisting into a pretzel over $STRF the liquidation preference is triggered only under 1) a bankruptcy or 2) what effectively would be the sale of the business and a change of control. Note: $STRF will have a maximum [--] million shares outstanding. At $10/sh this is $210 million a year in dividend expense. Since we are indulging mental gymnastics under what rational conditions do you foresee Strategy defaulting on $210 million in expenses"
X Link 2025-08-16T17:56Z [----] followers, [----] engagements

"@TheSidSuri I question the intent behind how this idea originated and spread. Lots of funds are short and would like to cover before bitcoin accelerates"
X Link 2025-08-16T18:28Z [----] followers, [--] engagements

"Its odd timing. STRF has been out for several months and just now - all of a sudden - weve had a spontaneous collective awakening to an esoteric and widely confused but definitely for sure capital stack wrinkle. Ive yet to hear a coherent argument. Lots of speculative theories but none that are articulated without enormous mental gymnastics. Strife indeed"
X Link 2025-08-17T02:01Z [----] followers, [---] engagements

"I think youre right. Ill give some credit to the academic exercise of exploring the capital stack as it relates to a novel business model. But thats different from attempting to weaponize the capital stack of one company for FUD while ignoring the preferred equity complex more broadly. Bank of America Boeing etc. Far more problematic companies and far more strictly complex. These STRF arguments probably disappear in a few weeks. That will be the tell that most of this conversation was artificially generated"
X Link 2025-08-17T13:12Z [----] followers, [--] engagements

"@E055Michel1842 @JesseKobernick @TheSidSuri This is very close to my thinking. Its not hard to see the manipulation. This feels like short covering FUD. Even without inclusion bitcoin will do the heavy lifting for MSTR. Bonus if its included"
X Link 2025-08-17T13:22Z [----] followers, [--] engagements

"@JesseKobernick Id like to see a massively profitable business buy bitcoin with retained earnings. Just like the rest of us. Nothing fancy but it works"
X Link 2025-08-21T03:12Z [----] followers, [--] engagements

"Institutional money is going to buy potentially billions of dollars of $MTPLF but bitcoin twitter cant focus past the end of their noses so its all dead. Vibes make you dumb. https://talkerresearch.com/vibes-and-signs-steering-americans-major-life-choices/ https://talkerresearch.com/vibes-and-signs-steering-americans-major-life-choices/"
X Link 2025-09-03T02:10Z [----] followers, [---] engagements

"If your spirit cannot discern the evil of this tragedy. If your soul doesnt mourn for Charlie Kirk and his family you must surely question why. Grace and peace to you Charlie - you are with King Jesus. You have finished the race you have kept the faith"
X Link 2025-09-10T22:36Z [----] followers, [---] engagements

"@JesseKobernick So SEC-approved Exxon no-action letter could help by turning passive retail holders into predictable yes votes aligned with management lowering the risk of failed approvals"
X Link 2025-09-19T17:41Z [----] followers, [--] engagements

"In business competition makes us better. It sharpens our focus and we figure out ways to drive more value to the market. This is particularly true of smaller businesses who must survive by their wits an ingenuity - they don't have a balance sheet built over decades to save them. They must accept reality faster anticipate the market pivot and remain alert to the environment around them. The small business owner must accept truth and do it quickly over and over. Survival demands it. For a small business there's simply no budget to continue a losing marketing campaign or a poorly engineered"
X Link 2025-09-22T16:00Z [----] followers, [---] engagements

"@RollingStone I will remember that she was convicted of first-degree murder"
X Link 2025-09-27T22:43Z [----] followers, [---] engagements

"Japan has elected the female Trump. Shes promising to shut down immigration and has a mandate to do it. Japans birth rate is among the lowest in the world. The only way out of 200%+ debt-to-GDP is to push significant nominal growth. Enormous liquidity is coming. $MTPLF"
X Link 2025-10-06T14:43Z [----] followers, [---] engagements

"Im sure smarter people than myself know why this cant work. But heres an idea. $MTPLF hired a lot of capital markets talent lately. Goldman Sachs Morgan Stanley Nezu. Not a coincidence. What if they raise $1B at 5% via prefs. Turn around & lend it at 12% to a hedge fund who posts $1.5B in bitcoin in an over-collateralized loan. (Or several smaller loans across funds.) Then they make 7%. Their bitcoin is never at risk. Pay some taxes pure bitcoin stacking zero dilution repeatable scalable"
X Link 2025-10-09T01:41Z [----] followers, [----] engagements

"You probably need both. Once you have the sustainable scalable operating business then you can methodically and relentlessly explain it to retail. Metaplanet so far is the only treasury co who has demonstrated fiat revenue as a key part of their model. Now they're giving guidance that they are expanding it - and huge signal is to be found in recent hires. Add to this Japan offers a cost of capital advantage (reinforced by domestic regulations) to build product(s) that US and EU competitors cannot touch. If you can do this such that pref dividends are paid by operating revenues it's the most"
X Link 2025-10-10T16:09Z [----] followers, [--] engagements

"Japan might be the most important market in the world right now behind the US. Not that far behind either. New PM pushes for rate cuts yen devalues further Japanese see higher inflation Metaplanet prefs look even more attractive. And because of Metaplanet's smaller relative size they don't need to sell $30B in prefs next year to make a dent. Just a few billion will drive significant bitcoin growth. Now add revenues that scale with their stack to offset dividends"
X Link 2025-10-10T16:28Z [----] followers, [--] engagements

"@JesseKobernick @DylanLeClair_ It's interesting to specifically mention decreasing the denominator as it relates to improving BTC yield. That's a first as far as my poor memory can recall. Especially as an offensive move"
X Link 2025-10-17T21:47Z [----] followers, [---] engagements

"Lynyrd Skynyrd - Freebird - 7/2/1977 - Oakland Coliseum Stadium (Official) via @YouTube https://youtu.be/QxIWDmmqZzYfeature=shared Last week @Strategy did not sell any shares of class A common stock under its at-the-market equity offering program and did not purchase any bitcoin. As of 2/17/2025 we hodl [------] $BTC acquired for $31.1 billion at $65033 per bitcoin. $MSTR https://t.co/gDVOokFY8p https://youtu.be/QxIWDmmqZzYfeature=shared Last week @Strategy did not sell any shares of class A common stock under its at-the-market equity offering program and did not purchase any bitcoin. As of"
X Link 2025-02-18T13:40Z [----] followers, [---] engagements

"@InTheNous @TheJesseMK Buddy youre retweeting John Bolton. Im not sure youre tracking. Gravy trains are great till they run out of gravy. Is is that your DC townhouse is getting smashed like Bonnie Blue. I get it - thats upsetting for anyone"
X Link 2025-02-20T01:16Z [----] followers, [---] engagements

"Trump via Elon is going to Youre Fired a few hundred thousand (maybe [--] million) federal employees once you include all the private contractors and so forth. This will hit the unemployment numbers that the Fed monitors for its dual mandate of inflation and employment. Net effect: drive down rates and get the dollar weaker. Turns out Presidents can actually lower rates"
X Link 2025-02-24T21:49Z [----] followers, [----] engagements

"I read this as using pref equity to: 1) Increase Numerator (BTC holdings) via more BTC purchases and executing existing game plan. And/Or 2) Decrease Denominator (shares outstanding) via leveraged buybacks"
X Link 2025-10-17T21:42Z [----] followers, [---] engagements

"I dont know how anyone debates this idea if they witnessed the enormous growth in MSTRs balance sheet over the last [--] months while the stock fizzled out. When will people realize higher market cap does not automagically translate into higher stock prices as long as new shares flood the market"
X Link 2025-10-18T12:21Z [----] followers, [--] engagements

"Just got off the phone with bitcoin's CEO. He said the ongoing AWS outage is not interrupting the greatest decentralized ledger in the history of mankind at this time and then apologized for absolutely nothing"
X Link 2025-10-20T19:41Z [----] followers, [---] engagements

"Right when you think it's impossible to hate the Blue Jays more than you already do.they force you to root for the Dodgers"
X Link 2025-10-21T17:00Z [----] followers, [---] engagements

"Abigail Spanbergers campaigns moral and political instincts surrounding Charlie Kirks assassination are indistinguishable from mainstream evangelical leaders. Denounce political violencewe are staying very far away from it. 🚨 EXCLUSIVE: Human Events has obtained undercover footage of an Abigail Spanberger campaign organizer laughing and rolling her eyes when discussing the campaigns reaction to murder of Charlie Kirk https://t.co/NnUh94LkNq 🚨 EXCLUSIVE: Human Events has obtained undercover footage of an Abigail Spanberger campaign organizer laughing and rolling her eyes when discussing the"
X Link 2025-10-25T18:08Z [----] followers, [---] engagements

"Like sand through the hourglass these are the days of our lives. The hourglass: the passing of time; the inevitability of change; mortality itself. Institutions will accelerate their stacking. The slow but Great Rotation from bonds-as-collateral to bitcoin-as-collateral has begun. There will be death here. TradFi can feel it when they get out of bed - bonds don't move quite like they did when they we were younger. Things ache. Joints are stiff. Vision is poor. Once strong muscles are withering. They know their time is drawing nigh. The Debasement is upon us all. Now if you don't understand"
X Link 2025-10-26T18:20Z [----] followers, [---] engagements

"Thoughts on $MTPLF preferred equity buyers: A simple conceptualization is "anyone looking for income rather than capital appreciation." Three useful buckets are 1) retail income investors and funds (retirees or otherwise conservative investors) who are not fixed income but willing to accept moderately more risk 2) institutional income investors (insurance companies banks and pension funds) and 3) fixed income investors who see this as a pure yield play on investment-grade companies. I'll focus on the first two buckets - the third is somewhat obvious and needs ratings which I have no ideas how"
X Link 2025-10-26T18:26Z [----] followers, 21.2K engagements

"I would propose a metric like "Debt to Non-Dilutive Real Income" or "Dividend Expense to Non-Dilutive Real Income." To be clear I mean actual income - not the ridiculous practice of marking bitcoin gain as "income" and not selling common to pay for preferred equity expense. Real Income. Doing things and getting paid for them. I would prefer a much higher debt-to-NAV if income is more than sufficient to cover expenses - especially if the debt has no duration risk. We focus too much on the Balance Sheet with BTCTCs and too little on the P/L and Income Statement. I care more about ability to pay"
X Link 2025-10-28T16:23Z [----] followers, [---] engagements

"@JesseKobernick @theshoostan @HermesLux @BenWerkman @Metaplanet_JP LOL. Im supposed to believe Ben has the balls to ask Saylor a hard question. Okay 👍"
X Link 2025-10-29T16:18Z [----] followers, [--] engagements

"I see no reason why $MTPLF should stop at 25% of NAV. Take it up to 100%. *METAS JUMBO BOND SALE DRAWS RECORD $125 BILLION OF DEMAND sigh *METAS JUMBO BOND SALE DRAWS RECORD $125 BILLION OF DEMAND sigh"
X Link 2025-10-30T17:28Z [----] followers, [---] engagements

"@BitcoinPierre @smooth_btc @Entouarnt4 UT business alum as well. There's no way that's the best you could do. ROC = higher yield nonsense was an easy one to fact check in real-time. Rough day Pierre"
X Link 2025-10-30T22:55Z [----] followers, [--] engagements

"@BitcoinPierre @smooth_btc @Entouarnt4 Do you agree that ROC treatment causes a higher yield for STRC"
X Link 2025-10-30T22:58Z [----] followers, [--] engagements

"@BitcoinPierre @smooth_btc @Entouarnt4 ROC is simply tax deferral. It reduces basis which increases capital gains which reduces total investment yield. The taxes get paid and the yield is reduced. No Is the argument that you hold it a long time and pay taxes in cheaper dollars"
X Link 2025-10-30T23:09Z [----] followers, [--] engagements

"ROC is just paying future taxes in cheaper dollars - you have a point there. Youre recycling your own capital tax-deferred not tax-free as it was stated in the call. STRC just sequences that capital back to you in monthly cash flows that you can DCA into bitcoin or whatever else. I suppose deferral helps your effective yield today but once basis runs out youre right back in the 20%+ zone (that should be calculated in today's dollars) and if you sell you've increased taxes due albeit in cheaper future dollars. If the argument is STRC helps achieve higher yield today one might make the counter"
X Link 2025-10-30T23:45Z [----] followers, [--] engagements

"@JesseKobernick Laser eyes to $100K"
X Link 2025-11-03T15:47Z [----] followers, [--] engagements

"@JesseKobernick all your europoooor followers cant start making some sweet dividends now. Strategy is offering $STRE (Stream) our first ever Euro-Denominated Perpetual Preferred Stock to European and global institutional investors. $MSTR https://t.co/f2RRsmWlAX Strategy is offering $STRE (Stream) our first ever Euro-Denominated Perpetual Preferred Stock to European and global institutional investors. $MSTR https://t.co/f2RRsmWlAX"
X Link 2025-11-03T23:38Z [----] followers, [---] engagements

"Im torn between wanting the government to reopen so bitcoin can hit new all-time highs and enjoying clear blue skies without chemtrails from the assholes who arent getting paid to spray shit in the air"
X Link 2025-11-05T02:20Z [----] followers, [--] engagements

"It was always the women and above all the young ones who were the most bigoted adherents of the Party the swallowers of slogans the amateur spies and nosers-out of unorthodoxy. - George Orwell [----] Young women are the story of tonight. 81% for Mamdani in NYC 80% for Sherrill in NJ 78% for Spanberger in VA per NBC's exit polls. Young women are the story of tonight. 81% for Mamdani in NYC 80% for Sherrill in NJ 78% for Spanberger in VA per NBC's exit polls"
X Link 2025-11-05T14:13Z [----] followers, [---] engagements

"@JesseKobernick That was a wild one for sure. After Charlie Kirk I don't underestimate the capacity for the left to rationalize evil done to their political opponents"
X Link 2025-11-05T16:18Z [----] followers, [--] engagements

"This is the obvious and most intelligent way to unlock the US housing market. 50%+ of existing mortgages are at or below 3.5%. The world is now work-from-home. It's not changing. Nobody is giving up their 3% mortgage for more square footage. Contingent concurrent sales that allow me to parlay my equity from house A into house B and assume the 3% loan on house B while new buyer assumes my old house A mortgage at 3%. That solves 50% of the immobile housing market. At Fannie and Freddie we are evaluating how to do assumable or portable mortgages in a safe and sound manner. At Fannie and Freddie"
X Link 2025-11-09T19:15Z [----] followers, [---] engagements

"Chemtrails are back. Government spending tap is back on - bitcoin bottom is officially in"
X Link 2025-11-18T22:37Z [----] followers, [--] engagements

"Idea: Metaplanet could start a football team in Laredo. Call it the Comets or something. #BREAKING: FBI investigators reveal UTEP has been receiving NIL donations from the Jurez Cartel to support athletic programs. University officials claim they were unaware of the source of the funds and say the money wouldve been rejected had they known. Per @theUTEPnews https://t.co/qESHL0PYZz #BREAKING: FBI investigators reveal UTEP has been receiving NIL donations from the Jurez Cartel to support athletic programs. University officials claim they were unaware of the source of the funds and say the money"
X Link 2025-11-21T00:49Z [----] followers, [---] engagements

"Bitcoin about to hit $93000"
X Link 2025-12-05T01:43Z [----] followers, [--] engagements

"John Joyce head of Japanese equities at Goldman Sachs getting his body ready for $MTPLF to rip in [----]. Hes also a bodybuilder if it wasnt so obvious in the video https://t.co/CM1imoSf8t Hes also a bodybuilder if it wasnt so obvious in the video https://t.co/CM1imoSf8t"
X Link 2025-12-19T01:54Z [----] followers, [---] engagements

"Let me get this straight A kid with an iPhone & a GoPro knocks on doors on a random weekday and uncovers a multibillion dollar fraud. ABC NBC CBS Fox CNN. Totally MIA. Media silent. Government silent. Theyre all in on it"
X Link 2025-12-27T23:44Z [----] followers, [--] engagements

"Dad: Johnny is your room clean. Johnny: yeah dad Nick Shirley: can I ask why your bed isnt made & your toys are out Government: were aware how messy Johnnys room is & were sending in agents to buy Johnny more toys.probably pick a few up for ourselves too"
X Link 2025-12-28T18:48Z [----] followers, [--] engagements

"I guess theyve done the math & concluded $6M in political donations to liberals was a better investment than buying an office building. Then again maybe this thing is a Mogadishu Ritz-Carlton. Well well well Future Leaders Learning Center in Minneapolis has donated over $6 million to Democrats in the last [--] years. Money laundering. The deeper we go the worst gets. Just the tip of the fraud iceberg. https://t.co/zn1TxUSrGq Well well well Future Leaders Learning Center in Minneapolis has donated over $6 million to Democrats in the last [--] years. Money laundering. The deeper we go the worst gets."
X Link 2026-01-02T01:38Z [----] followers, [---] engagements

"@chamath Can you spin up an ETF so plebes can participate"
X Link 2026-01-02T18:51Z [----] followers, [---] engagements

"@LukeGromen I dont think [---] million people always knew. Nick Shirley made it undeniable. And this is post-COVID. Trust was obliterated. People are more willing to believe the truth when presented with evidence"
X Link 2026-01-02T19:55Z [----] followers, [---] engagements

"Can someone start a Polymarket bet for how long it takes New & Improved CBS to put out a completely predictable anti-Trump narrative on Maduro"
X Link 2026-01-03T16:41Z [----] followers, [--] engagements

"Budget neutral. JUST IN: The US to potentially seize Venezuelas Bitcoin reserves JUST IN: The US to potentially seize Venezuelas Bitcoin reserves"
X Link 2026-01-05T20:52Z [----] followers, [---] engagements

"@DylanLeClair Tell me the is Project NOVA. BREAKING: Nvidia backed company planning to develop first hotel on the Moon by [----]. Starting at $416667 per night. BREAKING: Nvidia backed company planning to develop first hotel on the Moon by [----]. Starting at $416667 per night"
X Link 2026-01-13T15:33Z [----] followers, [--] engagements

"@JesseKobernick If Metaplanet ever decides to rebrand I want to vote for HardBank and really stick it to Masayoshi Son"
X Link 2026-01-14T22:02Z [----] followers, [---] engagements

"Inevitable. MTPLF. At least three banks this morning calling for immediate YCC in Japan. Back to square zero At least three banks this morning calling for immediate YCC in Japan. Back to square zero"
X Link 2026-01-20T18:56Z [----] followers, [---] engagements

"Inevitable. MTPLF. *JAPAN'S SECOND-LARGEST BANK PLANS BIG JGB PURCHASES AFTER ROUT https://t.co/FBkruRilrU *JAPAN'S SECOND-LARGEST BANK PLANS BIG JGB PURCHASES AFTER ROUT https://t.co/FBkruRilrU"
X Link 2026-01-21T18:38Z [----] followers, [--] engagements

"@JesseKobernick Serious question. If MSTR issues digital credit in the form of STRC and you buy STRC do you now own a digital asset"
X Link 2026-01-21T19:12Z [----] followers, [--] engagements

"If a company issues "digital credit" how should the purchaser of that credit treat it on their own balance sheet When a company buys a bond it becomes an asset on their balance sheet. It is a liability to the issuer of the bond and an asset to the purchaser of the bond. Logically it follows that it should be called a "digital asset." That is clearly absurd. https://twitter.com/i/web/status/2014070533273350261 https://twitter.com/i/web/status/2014070533273350261"
X Link 2026-01-21T20:20Z [----] followers, [--] engagements

"Remember Eurodollar market flows through Tokyo"
X Link 2026-01-25T18:40Z [----] followers, [--] engagements

"Unpopular opinion. Clawdbot isnt a big deal if you have moderate experience with Claude Code & databases already"
X Link 2026-01-26T15:21Z [----] followers, [--] engagements

"If you believe BTC will compound at 30% annually issuing preferred shares at 4.9% is equivalent to issuing common stock at 6.1x mNAV. $MTPLF"
X Link 2026-01-14T03:58Z [----] followers, [---] engagements

"LOL. If I buy a house and the down payment proof of funds is in Bitcoin is that digital credit or is it still a mortgage I'm pretty sure Wells Fargo is going to call that a mortgage. Meaning what is the balance sheet treatment to your "digital credit" on a bank's balance sheet who holds the debt.digital asset I don't think so. https://twitter.com/i/web/status/2014050706236338685 https://twitter.com/i/web/status/2014050706236338685"
X Link 2026-01-21T19:01Z [----] followers, [---] engagements

"Spinning up a clawdbot and using it for the first time is like the first time you used an iPhone did a bitcoin transaction or used ChatGPT. Except it comes with a level of fear that none of those things had. We've been talking about this for years and it's coming true. Agents will use bitcoin as sovereign money and Nostr for sovereign identity + communication. https://t.co/AKWJh7L9IU We've been talking about this for years and it's coming true. Agents will use bitcoin as sovereign money and Nostr for sovereign identity + communication. https://t.co/AKWJh7L9IU"
X Link 2026-01-30T23:13Z [----] followers, [---] engagements

"The best part of gold and silver getting nuked today is the "boomers are going to rotate out of PMs into bitcoin bro" also got nuked"
X Link 2026-01-31T04:22Z [----] followers, [---] engagements

"Is there a pizza tracker for the Fed Reserve Or gay night club tracker Seems like that would be valuable right now"
X Link 2026-01-31T18:03Z [----] followers, [--] engagements

"@JesseKobernick Claude has a legal plugin. 20x MAX plan for $200/mo. Management only overpaid by 100000x"
X Link 2026-02-13T04:37Z [----] followers, [----] engagements

"@grok Use bitcoin as a value gateway - keep scammy bots off the platform by making it too costly to operate. Limit bots to the official X API & make sure the automation is legit. This human fingers only approach is an overcorrection that will kill value"
X Link 2026-02-14T15:49Z [----] followers, [--] engagements

"How yield-starved are Japanese investors I found this Morgan Stanley piece from April. It starts to paint the picture though Im sure I could dig into this for weeks. I might. After decades of deflation Japanese households are slowly transforming from cash savers to would-be investors in a new environment of moderate inflation. This shift has manifested itself here in Texas of all places. My eureka moment with $MTPLF came from this coincidental overlap between my day job bitcoin and @TheJesseMK who kept sending me @ActuallyClimber posts and adding his own rapid-fire brilliant takes. I work"
X Link 2025-07-16T16:57Z [----] followers, 60.1K engagements

"Has anyone done a deep dive to compare Metaplanet preferred equity to Open House Group (TSE: 3288) investments in single-family homes in the US (Texas & Georgia) This may sound esoteric but its an interestingly similar concept. In particular the MERCURY offering is analogous to buying a single-family home with rental yield & price appreciation upside. MERCURY is a far superior investment in my opinion vs a rental home for many reasons. This is an interesting heuristic for potential retail investment demand for Metaplanets preferred equities."
X Link 2026-02-17T13:12Z [----] followers, [---] engagements

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