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@PunterJeff Avatar @PunterJeff Jeff Walton

Jeff Walton, also known as Michael Saylor, is making significant strides with his company, MicroStrategy ($MSTR). He recently gave a keynote presentation at Bitcoin Asia 2025, discussing the digital transformation of risk and the concept of digital credit. His company is also making progress, ranking as the 154th largest US company by market capitalization and consistently qualifying for the S&P XXX.

Engagements: XXXXXX #

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Social Influence

Social category influence cryptocurrencies #1447 stocks #5047 finance XXXXX% automotive brands XXXXX% currencies XXXX% products XXXX%

Social topic influence bitcoin #580, $mstr #18, money 15.38%, market cap #56, dividend #109, $strf #30, $strk #63, ford #840, $sata #4, balance sheet #402

Top accounts mentioned or mentioned by @bitcoinforcorps @hurdleratepod @colemacro @roaringragnar @saylor @docbooda @bramk @naturesky287 @truenorthclips @z06z07 @waleed085880878 @amcscam @peterschiff @hermeslux @excellion @lowstrife @btcoverflow @stonychambers @ladoger21 @greatmartis

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Strategy Incorporated (STRF) Strike (STRK) Stride (STRD) Strive, Inc. (ASST) MSTR2100 (MSTR) Digital Realty Trust Inc (DLR) Semler Scientific, Inc. (SMLR) Msci Inc (MSCI) Robinhood Markets, Inc. (HOOD) Public Storage (PSA) Tesla, Inc. (TSLA)

Top Social Posts

Top posts by engagements in the last XX hours

"$MSTR now ranked 152nd largest US company by market cap ($68.53B) Jumped X companies today. Behind the Williams Companies 🤷♂ Day XXX in row of qualifying for S&P XXX market cap threshold 9th largest publicly traded equity by volume 🟩👆🏼"
X Link 2025-02-26T22:11Z 57.1K followers, 54.6K engagements

"$14 B is a lot to wrap your head around. Thats $100M XXX times In a single quarter"
X Link 2025-07-07T12:18Z 57.1K followers, 82.9K engagements

"Strategy tracking day XXX $MSTR now ranked 211th largest US equity by market cap Up X companies from last Wednesday. $MSTR announced today XXXXX years of dividend coverage if BTC doesnt move at all. Ford $F is valued $1B 🟩👆🏼Higher than $MSTR. What is the likelihood that Ford is still in business in the year 2100 Day XXX in a row qualifying for S&P XXX 9th largest publicly traded equity by volume (first day in top XX since last April)"
X Link 2025-12-02T02:58Z 57.1K followers, 51.1K engagements

"Thoughts Re: $MSTR 🧵 X sentiment Institutional sentiment A cash reserve: X. Opens material capital doors X. Meaningfully reduces the risk profile of the preferred equity X. Provides more calculable certainty on common equity A XX year capital fortress will likely outlive XX% of the people on this app (assumes X% BTC appreciation) BTC is energy money you cant legislate more energy. Strategy has 12x more energy money than the next largest pubco. Its now the rating agencies chess move. By default capital adequacy has improved from ZERO to greater than XX months of coverage in X weeks. The"
X Link 2025-12-02T06:39Z 57.1K followers, 38.3K engagements

"@lowstrife Pretty clear if you read the recent S&P Issuer Credit Rating report"
X Link 2025-12-02T06:48Z 57.1K followers, 6004 engagements

"Strategy tracking day day XXX $MSTR now ranked 203rd largest US company by market cap Jumped X companies today. No joke behind a company called Digital Realty Trust. Ill take Digital Manhattan any day of the week. Day XXX in a row qualifying for the S&P XXX 14th largest publicly traded equity by volume"
X Link 2025-12-03T03:04Z 57.1K followers, 66.7K engagements

"The Semler $SMLR meeting to vote and approve the acquisition by Strive $ASST will be held on January 13th 2026. See the thread below for the full filing with additional information"
X Link 2025-12-04T13:06Z 57.1K followers, 46K engagements

"Bitcoin solves the Millennials dilemma. "Where do I put my money" Real estate - too expensive S&P XXX - XX% of the co's don't make money Bonds - lol never Mag X - sure but I wish I could have bought when I was born AI - "What if I don't guess right" Bitcoin is IT"
X Link 2025-12-08T05:17Z 57.1K followers, 49.8K engagements

"@stonychambers 🎯"
X Link 2025-12-13T12:47Z 57.1K followers, 11.2K engagements

"Why have Bitcoin treasury co's like Strategy $MSTR and Strive $ASST shifted toward Perpetual Preferred Equity We believe Perpetual Preferred Equity is a structurally superior form of amplification for a LONG DURATION asset like Bitcoin $SATA $STRF $STRC $STRE $STRK $STRD"
X Link 2025-11-10T16:45Z 57.1K followers, 220.4K engagements

"MSCI is a New York based pubco ( $MSCI) with $5.3B in assets on its balance sheet. XX% ($3.7B) of MSCI's assets are classified as intangible (goodwill and other intangible assets). At the same time MSCI is proposing to exclude companies whose digital asset holdings represent XX% or more of its total assets from the MSCI Global Investable Market Indexes. Ironic that the intangible digital assets being targeted are exponentially more liquid observable and tradeable than goodwill and other legacy intangibles sitting on the rest of the worlds balance sheets. We need to continue educating the"
X Link 2025-11-25T00:17Z 57.1K followers, 349.8K engagements

"In the eyes of S&P $MSTR dividend coverage just went from zero to XX months of coverage. Massive bolster to the previously issued Issuer Credit Rating. Will also lay the foundation for individual ratings on each preferred instrument 🟩👆🏼"
X Link 2025-12-01T14:08Z 57.1K followers, 66.1K engagements

"SATA is now available on Robinhood. $SATA"
X Link 2025-12-04T20:28Z 57.1K followers, 83.8K engagements

"@great_martis Ironically this may be the company with the highest probability of surviving a full-on financial apocalypse"
X Link 2025-12-06T07:26Z 57.1K followers, 9519 engagements

"Real estate = $ capital Renting the real estate = $ risk taking Risk taking = cash flow Bitcoin = capital Issuing credit = risk taking Risk taking = cash flow Real estate owners are renting the utility of real estate in exchange for money. Real estate owner takes on the financing risk (Absorbing physical and financial volatility - taxes mortgage insurance catastrophe downturns etc). Bitcoin owners are renting the Store of Value utility of the Bitcoin in exchange for money Bitcoin owner takes on the financing risk (Absorbing digital volatility)"
X Link 2025-12-10T22:14Z 57.1K followers, 22K engagements

"@unusual_whales If only they had strong balance sheets to combat the risk of not generating enough operating profit"
X Link 2025-12-11T01:22Z 57.1K followers, 6620 engagements

"Were on the brink of a global monetary paradigm shift where the incentive is monetary control of the new world order Digital Capital Credit Money and Banking are all multi-trillion dollar ideas up for grabs for those with the most courage. Ever seen sovereign FOMO"
X Link 2025-12-11T14:48Z 57.1K followers, 35K engagements

"We want to be the second largest corporate issuer of digital credit on the planet Great to rip with Danny on WBD. He seemed to think he was giving me a hard time but hard questions deserve air time. Bitcoin is evolving and corporations are critical"
X Link 2025-12-11T16:22Z 57.1K followers, 22K engagements

"Back on a normal time zone Strategy tracking day XXX $MSTR now ranked 202nd largest US company by market cap Fell X companies since Tuesday. Back below $F and behind XXX US companies that have ZERO Bitcoin on their balance sheet. Day XXX in a row qualifying for the S&P XXX and looking very likely to un-qualify at the end of December. 25th largest publicly traded equity by volume"
X Link 2025-12-12T23:52Z 57.1K followers, 35.1K engagements

"Strive has increased the dividend for $SATA by XX basis points to 12.25%"
X Link 2025-12-15T13:59Z 57.1K followers, 35.4K engagements

"@AndySwan @JavierHermosa21 Brutal Q4. Shoot me the address. Look forward to the beer"
X Link 2025-12-15T16:44Z 57.1K followers, 15.4K engagements

"Were XXX days through 2025 Strategy has purchased 223798 Bitcoin in 2025 Averaging XXX Bitcoin per day XXX Bitcoin are mined per day $MSTR is purchasing XXXXX% of the daily mined supply We can buy more Bitcoin than the sellers can sell - @saylor Its just math"
X Link 2025-12-15T21:54Z 57.1K followers, 79.6K engagements

"Ford $F has $XXX Billion in 2046 XXXX% BBB- Senior Unsecured debt outstanding Whats the auto world going to look like in XX years Will Ford be able to compete 🤷♂"
X Link 2025-12-16T03:23Z 57.1K followers, 11.2K engagements

"Strategy tracking day XXX $MSTR now ranked 214th largest US company by market cap Fell XX companies today. Flirting with Chipotle Public Storage & EA sports 19th largest publicly traded equity by volume"
X Link 2025-12-16T03:55Z 57.1K followers, 17.6K engagements

"DIGITAL MONEY is an APPLICATION for DIGITAL CREDIT What's better collateral than Bitcoin 4x Overcollateralized zero volatility pure yield. if Digital Credit is the "iPhone moment" it's a JUMP BALL to make the first Apps. Billions of dollars will be made with the multitudes of business models that can be created using flavors of the slide outlined below. XX years from now it will have been obvious"
X Link 2025-12-17T04:22Z 57.1K followers, 3469 engagements

"@thepowerfulHRV BTC Higher Increased Credit Quality Better Rating More demand for Digital Credit Issuance more digital credit More BTC buys BTC Higher More confusion about MSTR valuation Multiple expands ATM + BTC Higher Positive reflexive feedback loop we've yet to witness"
X Link 2025-12-17T04:28Z 57.1K followers, XXX engagements

"A BTC backed Digital Credit vehicle has the capacity to accelerate faster and sustain higher speeds than a BTC backed convertible bond vehicle. We have yet to experience the full capability. Like going 0-60 in a Honda civic vs Tesla Plaid Bewilderment will intensify"
X Link 2025-12-17T05:26Z 57.1K followers, XXX engagements