@rohanhirani Rohan HiraniRohan Hirani posts on X about bitcoin, in the, future, market the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence cryptocurrencies #1715 finance 27.35% stocks 10.26% celebrities 1.71% social networks 1.71% technology brands 1.71% automotive brands 0.85% currencies 0.85% exchanges 0.85% financial services 0.85%
Social topic influence bitcoin #717, in the 5.98%, future 5.13%, market 5.13%, debt 4.27%, if you 3.42%, this is 3.42%, gold 3.42%, $mstr #349, money 3.42%
Top accounts mentioned or mentioned by @saylor @_bok_choy @totorobtc @bitcoinquant @micahberkley @kulrtech @alcpb @meliuzbitcoin @lqwdtech @bstrco @mitchellaskew @brandonturp @bokchoy @timkotzman @ejuline @raoulgmi @blockware @thepowerfulhrv @strive @nakamoto
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) KULR Technology Group, Inc. (KULR) Twenty One Capital Inc (XXI) Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP) Bitcoin Standard Treasury Company (CEPO) Asset Entities Inc. (ASST) Strategy Incorporated (STRF) Strike (STRK) Stride (STRD) Bitcoin Gold (BTG)
Top posts by engagements in the last [--] hours
"Oh no a bad person took interest in an open-source protocol [--] years ago. We MUST abandon the entire invention. And while we're at it - Epstein used dollars flew on planes and owned real estate. So we should abandon currency aviation and property rights too The Epstein hijacked bitcoin FUD is truly some of the most mid-curve politislop Ive ever heard. If you see someone spouting this nonsense first try to educate them politely. If that doesnt work ridicule them into oblivion. The Epstein hijacked bitcoin FUD is truly some of the most mid-curve politislop Ive ever heard. If you see someone"
X Link 2026-02-11T03:09Z [----] followers, [---] engagements
"Nice way of saying the system works for asset holders and destroys everyone else. And nothing about this is changing anytime soon US CONSUMER DELINQUENCIES JUMP TO HIGHEST IN ALMOST A DECADE DOW JONES INDEX HITS ALL TIME HIGH K-shaped eCONomy US CONSUMER DELINQUENCIES JUMP TO HIGHEST IN ALMOST A DECADE DOW JONES INDEX HITS ALL TIME HIGH K-shaped eCONomy"
X Link 2026-02-11T04:04Z [----] followers, [---] engagements
"Business as usual"
X Link 2026-02-02T13:09Z [----] followers, [----] engagements
"The stock market housing and the dollar all have one thing in common: when the going gets tough Uncle Sam always comes in with life support. Bitcoin built a $2T network with zero bailouts and no hand-holding. If you think it just stops here you are terribly mistaken"
X Link 2026-02-02T23:11Z [----] followers, [----] engagements
"The dip after the dip is here but most people will still try to wait for a better entry. Human psychology is undefeated. There are a lot of almost-bitcoiners who finally become convinced that Bitcoin has real value but instead of buying they get stuck trying to time the perfect dip. They wait for: - a dip - a deeper dip - confirmation of the dip - a dip after the dip And while theyre There are a lot of almost-bitcoiners who finally become convinced that Bitcoin has real value but instead of buying they get stuck trying to time the perfect dip. They wait for: - a dip - a deeper dip -"
X Link 2026-02-03T15:42Z [----] followers, [----] engagements
"TradFi friends all getting generational entries rn π€―"
X Link 2026-02-04T19:50Z [----] followers, [----] engagements
"Imagine where Bitcoin and gold would be if the average person understood this yellow number"
X Link 2026-02-05T01:16Z [----] followers, [---] engagements
"Everyone wants a clear reason why btc price action isn't doing well. Thats why narratives like this work when people are tired and looking for something structural to blame so the frustration feels justified. Bob is right that short-term price is now heavily influenced by derivatives and Wall Streets financialized products. But that doesnt mean Bitcoins supply is suddenly effectively infinite. Multiple claims on the same underlying asset dont eliminate scarcity. They create leverage. And leverage has to unwind. And when it does settlement still pulls on real BTC not contracts. Nothing changes"
X Link 2026-02-05T06:14Z [----] followers, [----] engagements
"Volatility creates attention. Attention creates curiosity. Curiosity forces understanding. Understanding creates conviction. Conviction creates adoption"
X Link 2026-02-05T20:11Z [----] followers, [---] engagements
"This is the intellectual rigor youre competing against Dont mess this up"
X Link 2026-02-06T22:19Z [----] followers, [----] engagements
"WisprFlow is a game changer for anyone who uses voice-to-text Talking to your agent Typing to your agent. Talking to your agent Typing to your agent"
X Link 2026-02-07T17:28Z [----] followers, [----] engagements
"Unstoppable force. $MSTR $STRC $BTC"
X Link 2026-02-09T13:14Z [----] followers, [----] engagements
"Brandon convinced me to visit Miami in late [----]. [--] weeks later I packed my stuff in Chicago and made the move. Absolutely zero regrets. I moved to Miami in [----] peak hype. Can say without question the [----] momentum is even greater than it was then. Don't overcomplicate it. Follow the Billionaires. They're Billionaires for a reason. Long Miami. I moved to Miami in [----] peak hype. Can say without question the [----] momentum is even greater than it was then. Don't overcomplicate it. Follow the Billionaires. They're Billionaires for a reason. Long Miami"
X Link 2026-02-14T20:47Z [----] followers, 22.9K engagements
"The scariest times to buy Bitcoin have historically been the best times to buy Bitcoin"
X Link 2026-02-14T20:50Z [----] followers, [----] engagements
"RT @brandonturp: Meet Bo. DM for access to the private beta"
X Link 2026-02-15T15:16Z [----] followers, [--] engagements
"Our model predicts tomorrow morning Strategy will announce a 1.5k-1.6k BTC purchase from STRC ATM alone. From an estimated $100M in net proceeds. Last prediction was off by 9%. Well see. NFA [----] https://t.co/BsTEvhbc9v [----] https://t.co/BsTEvhbc9v"
X Link 2026-02-15T15:45Z [----] followers, 33.5K engagements
"@_Bok_Choy Long time Joe good to hear from you"
X Link 2026-02-05T19:58Z [----] followers, [--] engagements
"@TotoroBTC @bitcoinquant_ This is $STRC not $MSTR. Worth the rabbit hole"
X Link 2026-02-15T16:53Z [----] followers, [---] engagements
"π¨Introducing the BitcoinQuant Preferred Equity Dashboard. Track all digital credit instruments issued by Strategy and Strive with interactive charts and exhibits. This is the biggest story in finance. Now you can follow the journeyπ http://BitcoinQuant.co/preferred-equity http://BitcoinQuant.co/preferred-equity"
X Link 2026-01-16T14:31Z [----] followers, 26.3K engagements
"BTC preferred equity trading volume crossed $1B+ this week. The market is waking up. Liquidity is officially back in the stack. $STRC $STRF $STRK $STRD $SATA"
X Link 2026-01-17T20:23Z [----] followers, [----] engagements
"Gold is for central banks. Bitcoin is for the people"
X Link 2026-01-27T17:00Z [----] followers, 11.5K engagements
"Walked into the Apple Store and they all had BitcoinQuant up. I guess were growing"
X Link 2026-01-31T17:19Z [----] followers, [----] engagements
"@MicahBerkley Agreed. Chicago food walkability architecture better. Miami wins everything else"
X Link 2026-02-15T20:15Z [----] followers, [--] engagements
"The future is Orange. Special thanks to @TimKotzman and @ejuline for orchestrating an incredible event"
X Link 2025-09-19T00:27Z [----] followers, [----] engagements
"@RaoulGMI Time in the market timing the market"
X Link 2025-09-22T02:50Z [----] followers, [----] engagements
"Had a great conversation with Mitch about Bitcoin treasury companies and Gen-Z societal trends. Check it out https://www.youtube.com/watchv=a7e9p7fNduk I always enjoy meeting other Bitcoin Zoomers I recently had the pleasure of interviewing @rohanhirani for the @blockware podcast Rohan built "The Bloomberg Terminal of Bitcoin" -- it's very impressive Give him a follow and check out our pod π https://t.co/pxHHLaASxI https://t.co/BPUqhyPfd4 https://www.youtube.com/watchv=a7e9p7fNduk I always enjoy meeting other Bitcoin Zoomers I recently had the pleasure of interviewing @rohanhirani for the"
X Link 2025-09-22T16:10Z [----] followers, [----] engagements
"Corporate Treasuries have been stacking bitcoin at a relentless pace all year and they arent selling. Every dip fuels them to scoop faster and take coins off the market for good. Zoom out and stay patient. The long game is being won right now"
X Link 2025-09-23T17:01Z [----] followers, [----] engagements
"Richest people on earth (in BTC terms at a $112400 price) 1) Elon Musk: 4.27M BTC 2) Larry Ellison: 3.35M BTC 3) Mark Zuckerberg: 2.30M BTC 4) Jeff Bezos: 2.08M BTC 5) Larry Page: 1.86M BTC 6) Sergey Brin: 1.73M BTC 7) Giancarlo Devasini: 1.56M BTC 8) Bernard Arnault: 1.43M BTC 9) Jensen Huang: 1.38M BTC 10) Steve Ballmer: 1.37M"
X Link 2025-09-24T02:45Z [----] followers, [----] engagements
"Bitcoin Treasury Twitter had a major gap. Sites showed BTC holdings but none surfaced many key metrics needed to properly value these companies - volume volatility options data market returns and more. We built to close that gap π http://BitcoinQuant.Co http://BitcoinQuant.Co"
X Link 2025-09-24T13:33Z [----] followers, 275.9K engagements
"I left my 9-5 at Bain just [--] month ago because my heart knew I needed to be working in the Bitcoin space. [--] days later BitcoinQuant got RTed by Saylor. Thank you all π Were just getting started π Bitcoin Treasury Twitter had a major gap. Sites showed BTC holdings but none surfaced many key metrics needed to properly value these companies - volume volatility options data market returns and more. We built https://t.co/aIhGju8dJG to close that gap π https://t.co/yyUfGueulW Bitcoin Treasury Twitter had a major gap. Sites showed BTC holdings but none surfaced many key metrics needed to"
X Link 2025-09-24T20:31Z [----] followers, 27.2K engagements
"Bitcoin Treasury Companies are down 40-80% from market highs. Saying buy the dip is easy but few actually do so when the market bleeds. Smart money buys when everyone else panics"
X Link 2025-09-25T13:18Z [----] followers, 94.2K engagements
"1 in [--] bitcoins that will ever exist now sit on public-company balance sheets. These arent traders. Theyre boards locking coins away long-term. Each new buy justifies it for the next CFO creating a reflexive loop and amplifying Bitcoins scarcity. Game theory in motionβ"
X Link 2025-09-26T13:29Z [----] followers, [----] engagements
"Whats the best value creation lever that Bitcoin Treasuries should apply in the near future Leverage (Prefs/Converts) Bigger ATM programs M&A Operating income growth Leverage (Prefs/Converts) Bigger ATM programs M&A Operating income growth"
X Link 2025-09-26T21:00Z [----] followers, 13.1K engagements
"Those who judge Bitcoin by the ticket price are missing the bigger picture"
X Link 2025-09-27T13:11Z [----] followers, [----] engagements
"Every Bitcoin treasury allocation is effectively coins moving from a 24/7 market to a multi-year vault. As more public companies join the freely tradable float keeps shrinking. Price will eventually reflect that math"
X Link 2025-09-29T14:00Z [----] followers, [----] engagements
"Just shipped: equities priced in BTCπ For treasury companies Bitcoin is the hurdle rate. So why not see their stocks measured against it. MSTR is live on with other treasury charts rolling out soon. http://BitcoinQuant.Co http://BitcoinQuant.Co"
X Link 2025-09-30T13:25Z [----] followers, [----] engagements
"Bitcoin is the benchmark π― Now you can see how any company stacks up"
X Link 2025-10-01T14:31Z [----] followers, [----] engagements
"@saylor The month where gradually turns into suddenly"
X Link 2025-10-01T16:22Z [----] followers, [----] engagements
"Face-ripping rallies are how Bitcoin rewards patience π"
X Link 2025-10-02T00:14Z [----] followers, [----] engagements
"As Saylor says Volatility is Vitality. Volatility isnt risk. Its proof theres energy liquidity and growth potential in a system. For Bitcoin treasury companies that vol is amplified scaring away tourists while creating opportunity for those with conviction"
X Link 2025-10-02T13:51Z [----] followers, [----] engagements
"Treasury companies dont exist in a vacuum. Their lives are tied directly to Bitcoins heartbeat. This is why BitcoinQuant now tracks Bitcoins volatility itself: historical & implied. When implied runs hotter than historical treasury investors should be paying attention"
X Link 2025-10-03T15:01Z [----] followers, [----] engagements
"5% of Bitcoin that will ever exist are already in corporate treasuries and supply is evaporating fast. Fade this digital gold rush at your own risk"
X Link 2025-10-04T15:21Z [----] followers, [----] engagements
"Last weeks Bitcoin Treasury winners: π₯@KULRTech ($KULR): +29% π₯Twenty One Capital ($CEP): +24% π₯@_ALCPB ($ALCPB.PA): +22% Week: 9/29/25 - 10/3/25 With price discovery from ATHs next week should be a fun one π"
X Link 2025-10-05T18:06Z [----] followers, 12.5K engagements
"5 yrs ago public companies held virtually zero Bitcoin. Today over $130B worth (5% of total BTC supply) sits on corporate balance sheets. The paradigm has shifted. Corporate wave incoming π"
X Link 2025-10-06T15:28Z [----] followers, [----] engagements
"Three quarters into [----] top treasuries are still averaging triple-digit daily Bitcoin accumulation rates (YTD). Scarce asset persistent bid. Those who stack early and often continue to reap the rewards β‘"
X Link 2025-10-07T14:51Z [----] followers, [----] engagements
"This will go down as one of the wildest charts in the history of finance"
X Link 2025-10-08T14:47Z [----] followers, 38.9K engagements
"One IBIT share = fixed Bitcoin exposure β One MSTR share = potential increase in Bitcoin exposure without needing to buy more shares π Different tools. Different risks. Different rewards"
X Link 2025-10-09T14:33Z [----] followers, 13.1K engagements
"Ill just copy MSTR and borrow to buy Bitcoin. Okay - good luck getting those terms. Debt isnt binary. Its an intricate dance managing rates duration and structure. When a pubco can secure cheap long-term capital and channel it into Bitcoin thats structural alpha. β"
X Link 2025-10-10T13:52Z [----] followers, [----] engagements
"This weeks Bitcoin Treasury winners: π₯@MeliuzBitcoin ($CASH3): +3.4% π₯@LQWDTech ($LQWD): +1.8% π₯@bstrco ($CEPO): +1.2% Week: 10/6/25 - 10/10/25 A week of consolidation across the board and a reminder that volatility cuts both ways. Well see how capital rotates next week. Last weeks Bitcoin Treasury winners: π₯@KULRTech ($KULR): +29% π₯Twenty One Capital ($CEP): +24% π₯@_ALCPB ($ALCPB.PA): +22% Week: 9/29/25 - 10/3/25 With price discovery from ATHs next week should be a fun one π https://t.co/QGBmAQLjWQ Last weeks Bitcoin Treasury winners: π₯@KULRTech ($KULR): +29% π₯Twenty One Capital"
X Link 2025-10-10T20:45Z [----] followers, 14.7K engagements
"@saylor Volatility across the top companies holding Bitcoin"
X Link 2025-10-10T21:28Z [----] followers, [----] engagements
"Fear and Greed Index down to [--] after yesterdays mass liquidations. Every cycle reminds us that conviction is earned not inherited. Bitcoin rewards those who stay grounded through the noise β‘"
X Link 2025-10-11T15:42Z [----] followers, [----] engagements
"Bitcoin isnt volatile. Whats volatile is human emotion and the speed at which people discover truth. [--] BTC = [--] BTC. Always"
X Link 2025-10-12T15:24Z [----] followers, [----] engagements
"The Strategy page on BitcoinQuant now tracks Strategys Preferred Equity stack: STRC STRD STRF STRK. The building blocks of digital credit behind the worlds largest Bitcoin treasury π₯"
X Link 2025-10-13T15:12Z [----] followers, 11K engagements
"There used to be a in front of the mNAV metric since it differed slightly from Strategys site. Now it matches perfectly powered by fully automated SEC scraping. Not gonna lie it feels good to see the progress start to compound. Much more to come for MSTR investors π "
X Link 2025-10-14T14:37Z [----] followers, [----] engagements
"Calling it the debasement trade still misses the point. Its not just some short-term arbitrage. This is the new normal. Fiat value will continue to melt away. Scarce durable assets (Bitcoin + Gold) are the lifeboat out. Its really that simple"
X Link 2025-10-15T14:02Z [----] followers, [----] engagements
"Interesting volatility trend across Bitcoin treasury companies. 30D hist vol 1y hist vol but implied vol (forward-looking) shows the options market doesnt think this calm will last. The markets catching its breath but no ones convinced the storm is over"
X Link 2025-10-16T15:09Z [----] followers, [----] engagements
"Conviction is whats left after the dopamine burns off"
X Link 2025-10-17T13:25Z [----] followers, [----] engagements
"A boring price humbles the impulsive and rewards the patient"
X Link 2025-10-18T14:40Z [----] followers, [----] engagements
"The pursuit of understanding Bitcoin is an accidental endless masterclass in economics cybersecurity history energy financial markets engineering politics psychology math philosophy network effects and game theory all at once. Its a beautiful thing"
X Link 2025-10-19T13:52Z [----] followers, [----] engagements
"Strategy has built the most powerful balance sheet of all time. And still getting stronger week by week"
X Link 2025-10-20T14:16Z [----] followers, [----] engagements
"We built BitcoinQuant to provide real-time Bitcoin Treasury data. Now were packing that data into a live API with metrics like BTC holdings mNAV volatility volume debt cash and 30+ more. Built for traders investors & analysts. Join the waitlist below"
X Link 2025-10-21T12:49Z [----] followers, 25K engagements
"Bitcoin is absolute scarcity in a world moving toward infinite abundance. As AI expands what companies can create Bitcoin protects what theyve already built. Today corporate treasuries hold over 1M BTC. By [----] that could easily double"
X Link 2025-10-22T13:23Z [----] followers, [----] engagements
"Since Tucker Carlson is sure Bitcoin is a CIA psyop and Trump is investing in quantum computing Ive officially decided to sell ALL my Bitcoin and rotate everything into the S&P. Its so over. Have fun with your magic internet money"
X Link 2025-10-23T14:09Z [----] followers, 10.6K engagements
"mNAV transparency update π You can now see each companys basic shares outstanding on BitcoinQuant - a key input behind Enterprise Value and mNAVs calcs. Our EV methodology: (USD share price basic shares outstanding) + debt + prefs - cash. Fully-diluted shares in the works"
X Link 2025-10-24T13:10Z [----] followers, 23.7K engagements
"One of the clearest signals this year was Figma quietly adding Bitcoin to their treasury. No hype. No marketing. Just a rational move to protect their reserves with the hardest money ever discovered. This is the future. Every company will become a Bitcoin treasury companyβ‘"
X Link 2025-10-25T14:39Z [----] followers, [----] engagements
"Never sell your Bitcoin. Looks like @rohanhirani really did sell all his BTC https://t.co/IQFZYUXim4 Looks like @rohanhirani really did sell all his BTC https://t.co/IQFZYUXim4"
X Link 2025-10-25T17:12Z [----] followers, [----] engagements
"People love Bitcoin acquisition vehicles just not when theyre fairly priced"
X Link 2025-10-26T15:16Z [----] followers, 44.2K engagements
"3rd Bitcoin purchase in a row without using the MSTR common stock ATM. Strategy is evolving β‘"
X Link 2025-10-27T12:42Z [----] followers, 36K engagements
"One small step for Strategy one giant leap for the Bitcoin ecosystem. Yesterdays S&P B- rating wasnt about risk it was about recognition. $6.7B in Bitcoin-backed preferreds are now part of a rated capital structure. The wall between Bitcoin and trad-fi just got thinner"
X Link 2025-10-28T15:59Z [----] followers, [----] engagements
"Yes right here http://bitcoinquant.co/company/ASST Does $ASST have a bitcoin treasury dashboard http://bitcoinquant.co/company/ASST Does $ASST have a bitcoin treasury dashboard"
X Link 2025-10-29T01:17Z [----] followers, [----] engagements
"The CFO who adds Bitcoin may look reckless today. The one who doesnt will look foolish tomorrow"
X Link 2025-10-29T13:39Z [----] followers, [----] engagements
"Ever since The Big Short people are obsessed with calling bubbles. And anything they dont understand gets slapped with the label. Cynicisms a lot easier than conviction but just pick your bets touch some grass and let time do its thing"
X Link 2025-10-30T16:17Z [----] followers, [----] engagements
"7 Innovations of Digital Credit (Summary from @saylor on Strategy's Q3 earnings call) [--]. Digital Capital -- Traditional assets (like warehouses) lose value over time; Bitcoin is digital capital that appreciates. [--]. Digital Risk -- Traditional credit risk is opaque heterogeneous and updated through reports; digital credit risk is transparent and priced in real time. [--]. Preferred Equity -- Traditional debt & deposits are liabilities and become risky during a bank run or when debt comes due; preferred equity mitigates risk with optional dividend payments no maturity and no margin calls. 4."
X Link 2025-10-30T23:43Z [----] followers, 15.1K engagements
"Bitcoin to protect wealth. AI to increase productivity. X to build community. Anyone who doesnt use the tools available in this era is fighting an uphill battle"
X Link 2025-10-31T15:56Z [----] followers, [----] engagements
"Just launched: BTC Correlation tracking π MSTR is 79% correlated with Bitcoin but not every treasury stock actually moves in sync with Bitcoins price action. Now you can see the full rankings at http://BitcoinQuant.Co http://BitcoinQuant.Co"
X Link 2025-11-01T15:01Z [----] followers, 37.5K engagements
"90D BTC Correlation Math π Formula: Pearson correlation of daily log returns over the last [--] calendar days. In plain English it measures how closely a stock's price movements align with Bitcoin's. A value near 100% means it moves with BTC 0% means no relationship and -100% means it moves opposite. Just launched: BTC Correlation tracking π MSTR is 79% correlated with Bitcoin but not every treasury stock actually moves in sync with Bitcoins price action. Now you can see the full rankings at https://t.co/aIhGju7FU8. https://t.co/91lXvjgC1L Just launched: BTC Correlation tracking π MSTR is"
X Link 2025-11-01T15:12Z [----] followers, [----] engagements
"@thepowerfulHRV Proof of reserves needs to be standard"
X Link 2025-11-01T16:57Z [----] followers, [----] engagements
"Last weeks Bitcoin Treasury winners: π₯@strive ($ASST): +20.9% π₯@nakamoto ($NAKA): +10.7% π₯@SemlerSci ($SMLR): +10.4% Week: 10/27/25 - 10/31/25 Mixed performance last week with a few double digit gainers. Will be interesting to see how capital moves next week. This weeks Bitcoin Treasury winners: π₯@MeliuzBitcoin ($CASH3): +3.4% π₯@LQWDTech ($LQWD): +1.8% π₯@bstrco ($CEPO): +1.2% Week: 10/6/25 - 10/10/25 A week of consolidation across the board and a reminder that volatility cuts both ways. Well see how capital rotates next week. https://t.co/GUp0shunmN This weeks Bitcoin Treasury winners:"
X Link 2025-11-02T17:43Z [----] followers, [----] engagements
"@Strategy Hist Volatility (1Y) across other BTC treasury companies:"
X Link 2025-11-02T20:23Z [----] followers, [----] engagements
"In [----] Strategy has averaged [---] BTC per day and just keeps going. This accumulation curve will be studied for decades"
X Link 2025-11-03T13:35Z [----] followers, [----] engagements
"BTC sentiment is at Extreme fear But whats there to be scared of We finally have a pro-Bitcoin administration. Institutions and corporations are bringing mainstream credibility. Currency debasement is still in full swing and its the end of QT. Mining hashrate near ATHs. Weve had no major hacks or frauds and the market swallowed up an 80K BTC sale in [--] day. These are the strongest fundamentals in Bitcoins history. Sentiment is bound to catch up. I wouldnt be sidelined here"
X Link 2025-11-04T16:47Z [----] followers, [----] engagements
"How it started vs how its going. is evolving. http://BitcoinQuant.Co http://BitcoinQuant.Co"
X Link 2025-11-04T21:20Z [----] followers, [----] engagements
"Just shipped: historical Bitcoin purchase charts π You can now see past purchases for for 20+ Bitcoin treasury playbook companies with verified source links for every transaction. Live on β‘ http://BitcoinQuant.co http://BitcoinQuant.co"
X Link 2025-11-05T16:48Z [----] followers, [----] engagements
"One of the cool things about Bitcoin is we dont have to protest outside the Federal Reserve building with signs chanting Adopt the Bitcoin standard Adopt the Bitcoin standard We can adopt it ourselves and change our own lives one at a time"
X Link 2025-11-06T14:37Z [----] followers, [----] engagements
"π¨ Just launched: Bitcoin treasury playbook company historical tracking. You can now see how every playbook companys BTC holdings have grown over time all in one chart. Live at http://BitcoinQuant.Co http://BitcoinQuant.Co"
X Link 2025-11-07T14:02Z [----] followers, 13.5K engagements
"Im [--] and a lot of my friends think its too late to buy Bitcoin. They see $100k+ and think theyre priced out instead of realizing how small Bitcoins market cap still is compared to the global market for store-of-value assets. The irony is that time is Gen-Z's biggest advantage. Yet instead of letting small steady purchases compound into something life-changing many hunt for lottery tickets in sh**coins and Polymarket. And I've been there too before I studied the concept of absolute scarcity in a world where anything can be printed. They say Bitcoin is everything you dont understand about"
X Link 2025-11-08T16:06Z [----] followers, 29.5K engagements
"Chanos played the short-term game well. Saylors playing the long-term one better. As we have gotten some inquiries I can confirm that we have unwound our $MSTR/Bitcoin hedged trade as of yesterdays open. https://t.co/lgrWNy35H8 As we have gotten some inquiries I can confirm that we have unwound our $MSTR/Bitcoin hedged trade as of yesterdays open. https://t.co/lgrWNy35H8"
X Link 2025-11-08T16:35Z [----] followers, [----] engagements
"When I was at Bain I knew I wanted to leave consulting and work in Bitcoin. But rather than cold-applying to roles I tried to create free value for the space and learn from people I respect. Ive been lucky to see that effort turn into real opportunities and found when you give value first the right doors eventually open on their own. @mc_khristina He should use @rohanhirani as an example and contact him. He should create a dashboard like Rohans https://t.co/SfmJf6MGVq in his area of expertise and interest and use that in combination with his resume to set himself apart from his recent grads."
X Link 2025-11-08T20:52Z [----] followers, 11.3K engagements
"Just launched: The BitcoinQuant Glossary π Every metric on the data platform explained in plain English. What it means why it matters and how its calculated. http://bitcoinquant.co/glossary http://bitcoinquant.co/glossary"
X Link 2025-11-09T16:59Z [----] followers, [----] engagements
"Discipline is the highest form of leverage and Strategy proves it every week"
X Link 2025-11-10T13:14Z [----] followers, [----] engagements
"Strategy is the first corporation to monetize time preference: Low-time-preference asset funded by high-time-preference yield seekers. Two timelines perfectly matched. And its all powered by Bitcoin"
X Link 2025-11-12T15:18Z [----] followers, [----] engagements
"Something has changed in the Bitcoin community. Theres always been [--] groups of bulls: [--]. Those who subscribe to the idea that past performance is indicative of future results. [--]. Deeply-researched Bitcoin maxis who understand the economic implications of Bitcoins unique monetary properties in a world defined by endless expansion. But what happens to group [--] when past patterns start to break [----] was supposed to be a big year. [--] year cycle didnt hold. M2 correlation cracked. Many in Group [--] are now mid-curving it - overthinking and doubting their conviction. It partially explains why the Fear"
X Link 2025-11-13T17:27Z [----] followers, 57.4K engagements
"The premise outlining the two groups was inspired by a great piece @Croesus_BTC wrote a few years ago. Worth a read: https://www.onceinaspecies.com/p/why-the-yuppie-elite-dismiss-bitcoin https://www.onceinaspecies.com/p/why-the-yuppie-elite-dismiss-bitcoin"
X Link 2025-11-13T17:41Z [----] followers, [----] engagements
"Bitcoiners can hodl longer than the market can remain irrational"
X Link 2025-11-14T15:08Z [----] followers, [---] engagements
"Bitcoin doesnt promise returns. It promises a set of transparent rules that CANNOT be compromised by any single entity. The returns are just a nice biproduct of those rules. People in crypto underestimate how rare and important that is: No CEO no marketing department no insiders no dev tax. Just open-source software that belongs to everyone and no one"
X Link 2025-11-15T21:09Z [----] followers, [----] engagements
"For those new here heres why $MSTR should trade at a premium to the value of the Bitcoin it holds. If you put $100 into a Bitcoin ETF that $100 will always represent the same amount of Bitcoin. Your value only grows if Bitcoins price goes up (which is great btw). If you put $100 into MSTR your value can grow in two ways: [--]. Bitcoins price goes up AND [--]. MSTR buys more Bitcoin through intelligent leverage and access to global capital markets which means your Bitcoin per share can increase over time. That second part is the whole point. Youre buying exposure to their current Bitcoin + future"
X Link 2025-11-16T17:36Z [----] followers, 49.9K engagements
"Someone bought [----] BTC this week. Not a government. Not Blackrock. A software company from Virginia that looked at the monetary system five years ago didnt like the odds and bet its future on Bitcoin instead"
X Link 2025-11-17T13:58Z [----] followers, 44.3K engagements
"@boraghav Yes investors know exactly where that money is going. Straight to bitcoin. Name a single company who is more transparent about use of proceeds"
X Link 2025-11-17T20:07Z [----] followers, [---] engagements
"I hung out with two family members who are MDs at Citi and Goldman. Neither of them have ever heard of MicroStrategy or Michael Saylor. The biggest story in all of finance and completely off the radar of people running global banking divisions. And even after they hear about it itll take more than a briefing deck to wrap their heads around what is really happening. So early. https://twitter.com/i/web/status/1994833852624163065 https://twitter.com/i/web/status/1994833852624163065"
X Link 2025-11-29T18:20Z [----] followers, 70.4K engagements
"I dont get what all the fuss is about. Not a single business/government is focused on upgrading to quantum-resistant software yet the entire Bitcoin community is concerned like the world is ending tmrw. Fear and greed is sitting at a whopping [--]. Meanwhile Trump has clearly stated his next fed chair will slam rates to the floor. Secretary Bessant is practically begging all Americans to own assets. Theyre about to crank the printer into a whole new gear and we KNOW what happens to Bitcoin every time they do that. We will look back at $85K as a generational entry point. This is the dip everyone"
X Link 2025-12-18T22:47Z [----] followers, [----] engagements
"4yr cycle breaking could be a big reason why markets project major uncertainty ahead. Been a WHILE since weve seen a [--] point gap between realized and implied volatility. BitcoinI was just looking at some data on BitcoinQuant and interesting (but not really surprising) that Bitcoins 30D Historical Volatility is 28.02% but the Markets Expectation of Future Volatility over the next 30D (forward looking) is 43.52%. https://t.co/5liVqS7Vez BitcoinI was just looking at some data on BitcoinQuant and interesting (but not really surprising) that Bitcoins 30D Historical Volatility is 28.02% but the"
X Link 2026-01-02T22:22Z [----] followers, [----] engagements
"HISTORY MADE. Strategy has officially shattered the [------] Bitcoin threshold"
X Link 2026-01-20T13:10Z [----] followers, 77.7K engagements
"This prediction was off by 8.8%. Strategy raised $294M from STRC last week while I guessed $320M. If I toggled the slider to 50% instead of 55% it would have been off by 1%. The engine seems to work. Just need to dial in the throttle for next week [--] weeks ago Strategy used the ATM on 43% of STRCs volume = $100. My guess is that they hit 55% last week due to heavy demand pressure. At that rate they would raise $320M which translates to 3.4k Bitcoin based on average BTC price during market hours. Lets see how https://t.co/Nea1356PRr [--] weeks ago Strategy used the ATM on 43% of STRCs volume ="
X Link 2026-01-20T13:23Z [----] followers, [----] engagements
"This is a big deal. You know that scene in The Big Short where Burry says "I may be early but I'm not wrong" and the bank replies: "It's the same thing Mike." Why is it the same thing Duration mismatch. If your debt matures before your thesis plays out you lose. Strategy is dismantling this vulnerability in real-time. By flipping the stack to Perpetual Preferreds they are matching an infinite asset (BTC) with infinite capital. They are effectively buying the right to be "early" forever. Our Perpetual Preferred Equity is now larger than our Convertible Debt. $BTC https://t.co/XLtwzECr6u Our"
X Link 2026-01-21T15:17Z [----] followers, 291.7K engagements
"This is a common question. But it misses the mechanics of the trade. Convertible debt funds the bears. Every $1B of converts usually results in hundreds of millions in structural shorting by arb funds hedging their delta. Preferred equity funds the bulls. Its "long-only" capital that doesn't require a short hedge. Moving from converts to prefs isn't just about duration but also about removing billions of dollars of sell pressure from the stock. @rohanhirani Their convertible debt has almost no interesttheyre paying 9-11% on the preferreds lol @rohanhirani Their convertible debt has almost no"
X Link 2026-01-21T23:33Z [----] followers, 12.9K engagements
"Bitcoin's problem isn't demand. Its voltage. Bitcoin is a nuclear reactor. If you plug its raw unmanaged volatility directly into a pension fund you blow the fuse. In [----] steam engines had the same issue. They were powerful but they spun too fast overheated and sometimes exploded. A man named James Watt solved it with the centrifugal governor - a simple mechanical brain to dampen the intensity. The valve would auto-adjust to keep the engine running at the perfect speed. It turned explosive energy into usable power. STRC is the centrifugal governor for Bitcoin. The valve works in two ways: 1."
X Link 2026-01-22T19:59Z [----] followers, 19.3K engagements
"The irony is unreal. When short-term price action isn't pretty Bitcoiners attack the one entity with diamond hands that provides a perpetual weekly bid to absorb sell-side pressure. Peak mid-curve energy. Is Saylor actually buying bitcoin or is he just putting orange dots on a chart Is Saylor actually buying bitcoin or is he just putting orange dots on a chart"
X Link 2026-01-25T23:42Z [----] followers, 16.4K engagements
"People still underestimate how radical Bitcoins inelastic supply is. There is no historical precedent. The Bitcoin Standard by @saifedean explained in [----] how the current Silver rally will inevitably end. https://t.co/61v7iwdV8p The Bitcoin Standard by @saifedean explained in [----] how the current Silver rally will inevitably end. https://t.co/61v7iwdV8p"
X Link 2026-01-27T22:19Z [----] followers, 11.1K engagements
"For all those who like MSTR but dont understand why it trades at a premium your time has come. mNAV: 1.03x (EV) Market cap is 79% of the value of their BTC holdings"
X Link 2026-01-29T21:13Z [----] followers, 12.7K engagements
"@comic @bitcoinquant_ What does 1x mNAV mean to you"
X Link 2026-01-29T21:22Z [----] followers, [---] engagements
"Price aside: has anything fundamental about BTC changed over the last year Fundamentals improved Fundamentals declined See results / unsure No material change Fundamentals improved Fundamentals declined See results / unsure No material change"
X Link 2026-01-30T02:37Z [----] followers, [----] engagements
"Reminder that the world has never seen a perfectly inelastic supply asset. Even if demand for BTC goes up they can't make any more of it. Ignore the noise. I wouldn't fade this thing"
X Link 2026-01-31T18:26Z [----] followers, [----] engagements
"Classic bear market behavior. Couldve tweeted this at $125k but more convenient now since price is down. Nothing has fundamentally gotten worse since BTC was at $125k. I think bitcoin will go to zero. Cant see any reason at this point why people would hold it. I think bitcoin will go to zero. Cant see any reason at this point why people would hold it"
X Link 2026-02-01T02:50Z [----] followers, 13.2K engagements
"@MSTRStrategy Hes engagement farming as usual"
X Link 2026-02-01T05:37Z [----] followers, [--] engagements
"False. Tunnel vision is the only thing that matters when youre investing with a long-term Bitcoin thesis. As long as your setup is built to survive without forced liquidation you can afford to wait and block out the noise. If your entire life and the life of your company depended on one asset and that asset was facing a massive challenge if that asset had any credibility you would think youd say something productive instead of the same old pumping garbage. If your entire life and the life of your company depended on one asset and that asset was facing a massive challenge if that asset had any"
X Link 2026-02-01T23:59Z [----] followers, [----] engagements
"@AdamBLiv Big time"
X Link 2026-02-07T20:49Z [----] followers, [---] engagements
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