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@ryQuant Avatar @ryQuant Ryan

MicroStrategy ($MSTR) is drawing significant attention due to its unique approach as a Bitcoin treasury company. The company's strategy and financials are being closely watched, with discussions around its debt load, growth rate, and potential inclusion in the S&P XXX index. Its CEO, Michael Saylor, is also a focal point, with his vision for the company's perpetual preferred fixed income securities and its potential to exceed the net income of major companies.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks #3603 cryptocurrencies #771 finance XXXX% technology brands XXXX% automotive brands XXXX% social networks XXXX% celebrities XXXX% gaming XXXX% countries XXXX%

Social topic influence mstr #7, $mstr #7, bitcoin #459, strategy #8, saylor 4.03%, fixed income 2.42%, atm 2.42%, $tsla 2.42%, market cap 2.42%, $mtplf XXXX%

Top accounts mentioned or mentioned by @realjimchanos @joshmandell6 @hillerydan @thebtcminingguy @adrian_r_morris @altols @saylor @thepowerfulhrv @timkotzman @punterjeff @strategy @comic @z06z07 @strategys @hillery_dan @bitstrategy21 @mitchellhodl @microstrategy @jessekobernick @huntingbits

Top assets mentioned Strategy (MSTR) Bitcoin (BTC) Tesla, Inc. (TSLA) Metaplanet Inc. (MTPLF) Strike (STRK) Vixco (VIX) Berkshire Hathaway Inc. (BRK.A) Microsoft Corp. (MSFT) GM (GM) iShares BTC Trust (IBIT) SPX6900 (SPX)

Top Social Posts #

Top posts by engagements in the last XX hours

"At 5pm PST today (8pm EST) Ill be hosting a Space with some of the management team at @StriveFunds The objective is to learn more about the strategy and business model of Strive. cc: @ColeMacro & @PunterJeff"
@ryQuant Avatar @ryQuant on X 2025-07-23 17:57:20 UTC 8698 followers, 12.4K engagements

"@BitStrategy21 @LaDoger21 "hey mom look at what my internet friends made" it's kinda crazy how our generation went from having friends on the internet for counter strike runescape halo X etc now we have friends online for investing. #mobileWave"
@ryQuant Avatar @ryQuant on X 2025-07-15 03:00:29 UTC 8655 followers, 7591 engagements

"@JoshMandell6 @hillery_dan @romanrytov @PunterJeff @Z06Z07 For expectations this is a X Delta call. Meaning there is a X% probability that this thing finishes in the money. I think that is mispriced too low but still the point is this should be interpreted as a low probability event"
@ryQuant Avatar @ryQuant on X 2025-07-24 18:46:01 UTC 8678 followers, 4831 engagements

"Have @dotkrueger unblock me so that I can more easily join his Spaces request to speak and then indirectly guide every conversation towards $MSTR and their perpetual preferred fixed income securities in addition to Q2 consensus earnings"
@ryQuant Avatar @ryQuant on X 2025-07-22 07:55:02 UTC 8679 followers, 5484 engagements

"@julysownj @BitStrategy21 Standard Oil Carnegie Steel Berkshire Hathaway Microsoft Apple Nvidia Strategy my #Mag7"
@ryQuant Avatar @ryQuant on X 2025-07-25 21:37:45 UTC 8698 followers, 1540 engagements

"I have such little respect for the big accounts of fintwit and bitcoin twitter relative to the incredible insight that comes from the small anonymous accounts. They hold the line between X turning into LinkedIn. 🫡"
@ryQuant Avatar @ryQuant on X 2025-07-25 22:13:44 UTC 8698 followers, 7965 engagements

"@hillery_dan $STRK this part here about $XXX per share is unclear to me"
@ryQuant Avatar @ryQuant on X 2025-07-28 16:55:53 UTC 8698 followers, 2547 engagements

"$MSTR has and will continue to be front running all of the companies on planet Earth in an irreversible way. The only focus should be: More. Yes hit the Class A ATM at 1.8x mNAV while ramping STRK/STRF/STRD/STRC/and the rest of the bitcoin yield curve"
@ryQuant Avatar @ryQuant on X 2025-07-23 20:55:10 UTC 8681 followers, 13.4K engagements

"@thepowerfulHRV I own both: -long dated Puts on $TSLA -a cybertruck I am long the product short the company"
@ryQuant Avatar @ryQuant on X 2025-07-25 20:09:06 UTC 8648 followers, 1198 engagements

"@thepowerfulHRV The CT is an absolute machine and work of art at the same time. IMO its the best production vehicle on the road. I would have paid double for it no problem. That doesnt mean the stock should trade at 160x PE with declining margins and sales and a distracted CEO"
@ryQuant Avatar @ryQuant on X 2025-07-25 20:15:00 UTC 8658 followers, 1989 engagements

"@1MarkMoss -Satoshis 1M BTC -Probably 2-3M BTC lost -MSTR accumulates 2-3M BTC My guess is that the float is only 16M BTC"
@ryQuant Avatar @ryQuant on X 2025-07-23 18:36:25 UTC 8670 followers, 1815 engagements

"$MSTR Would one rather have: -A higher mNAV and less BTC -A lower mNAV and more BTC And what is the optimal dynamic balance between the two"
@ryQuant Avatar @ryQuant on X 2025-07-25 17:25:10 UTC 8657 followers, 8294 engagements

"Saylor Musk Saylor is 10x+ more talented than Musk at running a public company. The ability to focus on one project at one company with zero distractions is deeply undervalued"
@ryQuant Avatar @ryQuant on X 2025-07-25 16:41:38 UTC 8698 followers, 50.2K engagements

"Lot of moving pieces here. What catalyst causes the sentiment to come back into $MTPLF The days of 5-7x mNAV for $MTPLF might be over considering more and more and more companies especially from Japan are going to do this. I think the Twitter sentiment has yet to capitulate. I think $XXXX (the devils bottom like SPX $XXX bottom price in March 2009) is on the table. The market cap is already getting too big to continually benefit from manipulating base effect math"
@ryQuant Avatar @ryQuant on X 2025-07-19 14:58:32 UTC 8681 followers, 6120 engagements

"@Strategy $MSTR These are both fair and well balanced takes:"
@ryQuant Avatar @ryQuant on X 2025-07-25 04:27:51 UTC 8698 followers, 4676 engagements

"One quarter's borrowing = $1T One singular quarter of time. The US Treasury is doubling their expectations for borrowing for Q3 2025. $BTC $MSTR"
@ryQuant Avatar @ryQuant on X 2025-07-28 19:13:48 UTC 8698 followers, 9746 engagements

"@JesseKobernick Gravity is as real as the day is long. IMO many folks got overly focused on KPIs analytics charts and overlooked the most important number of them all and thats market cap. $MTPLF at 10bn in market cap at its top was the deciding factor for me to look to exit"
@ryQuant Avatar @ryQuant on X 2025-07-24 15:37:10 UTC 8680 followers, XXX engagements

"What is the net-net change of terms as it pertains to $STRK cc: @hillery_dan"
@ryQuant Avatar @ryQuant on X 2025-07-28 16:54:28 UTC 8698 followers, 4916 engagements

"@thepowerfulHRV I think much of the froth has been compressed out of the multiples at this point. Perhaps not all but much compression has happened in the past 4-6 weeks"
@ryQuant Avatar @ryQuant on X 2025-07-29 18:51:58 UTC 8698 followers, XXX engagements

"The absolute highest market that an entrepreneur could go after is the global fixed income and global real estate market. $MSTR is doing that in the most efficient way imaginable. What else is there to discuss"
@ryQuant Avatar @ryQuant on X 2025-07-25 23:30:19 UTC 8698 followers, 10.6K engagements

"@WalkerAmerica Buy BTC and put it in cold storage. -Who is this direct advice being given to -Why Without knowing someones confidence with a cold storage setup and the many variables that are specific to any one individual why do many folks keep saying this"
@ryQuant Avatar @ryQuant on X 2025-07-29 13:54:41 UTC 8698 followers, 1756 engagements

"noooo but the robots & rockets & mars & manufacturing and noooo its no issue that my CEO wants to create a US political party and crush his customer base or has an "epstein unwind" with potus or tweeting non-stop all day and it's a XX trillion valuation noooo $MSTR"
@ryQuant Avatar @ryQuant on X 2025-07-25 17:50:42 UTC 8658 followers, 3735 engagements

"@ColeMacro @MSTRTrueNorth Precisely And if people actually wanted to have the leverage convo then they wouldnt be going on CNBC saying why they own $F and $GM which both have a debt position that is a multiple of their market cap $MSTR doesnt have leverage it has future equity obligations"
@ryQuant Avatar @ryQuant on X 2025-07-24 17:21:23 UTC 8655 followers, 2207 engagements

"This is a great perspective of an active trader. Love the perpetual CC optionality from this lens. 🫡 However comma The long term $MSTR value creation story is there. The Moat of scale and size suggests that they will have the highest credit rating and hence capture the most value in the market for bitcoin securities where they are offering superior products to market TAMs measured in hundreds of Trillions and because of all this $MSTR should trade at the highest mNAV of all of the BTCTCs. BPS is as real as the day is long. With respect always. -RQ"
@ryQuant Avatar @ryQuant on X 2025-07-23 18:45:39 UTC 8677 followers, 12.7K engagements

""Volatility reflects the difference between the world as we imagine it to be and the world that actually exists." - @vol_christopher"
@ryQuant Avatar @ryQuant on X 2025-07-17 17:59:35 UTC 8676 followers, 2075 engagements

"$MSTR I am peeking at 1_August_2025 Calls at the XXX Strike. I almost never dabble in near dated contracts. If MSTR reaches $XXX coming out of earnings then these puppies move up by X orders of magnitude. cc: @JoshMandell6 @hillery_dan @romanrytov @PunterJeff @Z06Z07"
@ryQuant Avatar @ryQuant on X 2025-07-24 18:40:18 UTC 8698 followers, 46K engagements

"@D13982671D @AdamBLiv @RealJimChanos My comments here dont involve $MTPLF I think @AdamBLiv has an impressive & unique way of communicating his thoughts. Hes a talented guy. I wouldnt give this constructive feedback if I didnt respect him. 🫡"
@ryQuant Avatar @ryQuant on X 2025-07-20 03:43:26 UTC 8682 followers, XXX engagements

"At Rutgers one of the rare classes that every undergrad student has to take regardless of major is Expository Writing. The non-writing types hate this class. In this class we would take two Malcolm Gladwell style pieces of literature and then write a paper to make some type of compelling argument that connects the two articles or short books. The "Expos" style paper that is worth writing now is to examine Christopher Cole's thought leadership and overlay it onto $MSTR as (1) both a Long and Short Volatility instrument as (2) part of the XXX Year "Dragon" Portfolio and (3) @Strategy's business"
@ryQuant Avatar @ryQuant on X 2025-07-21 19:14:46 UTC 8697 followers, 12K engagements

"Wind the clocks back just XX months and nobody myself included would have suggested that $MSTR would be the largest participant in 2025 IPO activity. Thats the benefit of unknown-unknown positive optionality that can only come from an operating company not $IBIT"
@ryQuant Avatar @ryQuant on X 2025-07-28 20:23:37 UTC 8698 followers, 14K engagements

"From a seasonality only perspective we are right in the sweet spot for a top in risk assets and a bottom in the $VIX. I made the chart below X years ago and it's a lookback of the average VIX close each day of the past XX years with all necessary time adjustments made (accounting for weekends and holidays.) When looking at the year March and April especially on Wall Street brings the end of the cold winter and a warm/fun spring which I think at the human condition/psychology level creates conditions for optimism in markets. And this warm weather optimism tends to be fully "priced in" by the"
@ryQuant Avatar @ryQuant on X 2025-07-18 19:10:26 UTC 8697 followers, 9547 engagements

"@pulte This propaganda is the oldest trick in the book. Very reliable sources You guys are embarrassing yourselves. 2.5bn might as well be XX cents relative to what government spends"
@ryQuant Avatar @ryQuant on X 2025-07-17 22:04:43 UTC 8657 followers, 6027 engagements

"@Checkmatey @davmk1 Agreed on the top point that its mostly noise but we end up bumping into life changing people so net:net its all good. Also agreed on the right screenshot. The prefs dividends will be paid for with class A $MSTR ATM and I think thats the best business on Earth"
@ryQuant Avatar @ryQuant on X 2025-07-25 21:47:59 UTC 8698 followers, 2180 engagements

"@smooth_btc @RealJimChanos $MSTR hits X years in less than X weeks. The longest most battle tested track record there is for a Bitcoin Treasury Company. The track record that wrote the playbook for others to follow"
@ryQuant Avatar @ryQuant on X 2025-07-21 19:32:57 UTC 8661 followers, XXX engagements

"$MSTR Saylor should let the mNAV run Grossly over estimates @Strategys ability to impact the stock by turning on or off the ATM. The stock trades billions of dollars everyday of which about XX% is not the ATM. I choose to focus on the 98%"
@ryQuant Avatar @ryQuant on X 2025-07-24 22:46:13 UTC 8698 followers, 129.2K engagements

"Feeling very comfortable with this broader "Long Gamma" positioning right now. I am "Long Change" by both: Owning a ton of $MSTR at what could be BTC's next leg higher with massively wrong consensus earnings expectations with the Prefs ramping and potential $SPX inclusion. While holding $VIX contracts that are designed to gain from uncertainty chaos fear etc at a point in time where everything is priced for perfection & stability (provably so with the compression in Variance in the SPX & VIX) which happens to overlay perfectly with $VIX seasonality"
@ryQuant Avatar @ryQuant on X 2025-07-24 19:44:27 UTC 8676 followers, 3437 engagements

"@Checkmatey @davmk1 Of course no word here. And there will be no word from @Checkmatey on this topic either"
@ryQuant Avatar @ryQuant on X 2025-07-26 00:10:59 UTC 8652 followers, 3338 engagements

"@elonmusk Forget the absurd pie in the sky ridiculous valuations and future facing expectations of which many come out to be wrong. You should pass the $TSLA CEO role on. You have X CEO Jobs + XX kids You are a politician You tweet non stop Your focus is elsewhere"
@ryQuant Avatar @ryQuant on X 2025-07-25 15:46:50 UTC 8698 followers, 19.7K engagements

"@theBTCMiningGuy @MitchellHODL @saylor @MicroStrategy I know you dont have the ability to answer the POR question hence youre saying something like this now completely unrelated and personal. Take care man. ✌"
@ryQuant Avatar @ryQuant on X 2025-07-18 17:42:18 UTC 8658 followers, XXX engagements

"Much thanks to @TimKotzman for giving the $MSTR Kid Analysts a reason to go to Wall Street to talk Bitcoin & @Strategy. 🫡"
@ryQuant Avatar @ryQuant on X 2025-07-29 01:49:15 UTC 8698 followers, 16.5K engagements

"Saylor Musk Saylor is 10x+ more talented than Musk at running a public company. The ability to focus on one project at one company with zero distractions is deeply undervalued. Saylor is also smarter than Musk by choosing the lesser friction & higher margin path"
@ryQuant Avatar @ryQuant on X 2025-07-25 16:02:08 UTC 8662 followers, 5304 engagements

"@JackC56170306 @RealJimChanos @Strategy @saylor I bet you are fun at dinner parties @Strategy's "products" are MSTR/STRK/STRF/STRD in addition to software products such as MicroStrategy One"
@ryQuant Avatar @ryQuant on X 2025-07-17 19:33:27 UTC 8654 followers, XXX engagements