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@PunterJeff Avatar @PunterJeff Jeff Walton

MicroStrategy ($MSTR) is nearing inclusion in the S&P 500, with a 94-98% chance in the next few days. The company's market capitalization has risen to $107-112 billion, ranking it among the 93rd-94th largest US companies. Its adoption of a Bitcoin treasury strategy and potential for significant net income gains are driving interest and speculation.

Engagements: XXXXXXX #

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Social Influence #

Social category influence cryptocurrencies #200 stocks #2099 finance #1917 automotive brands XXX% technology brands XXX% fashion brands XXX% countries XXX% currencies XXX% musicians XXX% celebrities XXX%

Social topic influence $mstr #2, bitcoin #93, mstr #2, market cap #13, strategy #2, applovin #1, strd #2, strk #2, $strf #2, $strk #2

Top accounts mentioned or mentioned by @grok @timkotzman @saylor @benwerkman @mstrstrategy @strategy @hurdleratepod @mstrtruenorth @ryquant @realjimchanos @colemacro @joshmandell6 @thejessemk @sketchytrader @smooth_btc @indianhodl @adrian_r_morris @dotkrueger @hermeslux @tiggersdad2

Top assets mentioned Strategy (MSTR) Bitcoin (BTC) Applovin Corporation (APP) Strategy Incorporated (STRF) Strike (STRK) Stride (STRD) Nike Inc (NKE) USDC (USDC) Tether (USDT) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Palantir (PLTR) Amphenol Corporation (APH) Analog Devices, Inc. (ADI) MARA Holdings, Inc. (MARA)

Top Social Posts #

Top posts by engagements in the last XX hours

"Strategy tracking day XXX $MSTR now ranked 87th largest US company by market cap ($120.9B) Jumped X companies today on a XXXX% gain 👀. Applovin in the rear view & Lawn mowers and Real Estate annuities in the crosshairs Day XX in a row of qualifying for S&P XXX 16th largest publicly traded equity by volume"
@PunterJeff Avatar @PunterJeff on X 2025-07-22 20:47:07 UTC 53.4K followers, 20.9K engagements

"Strategy tracking day XXX $MSTR now ranked 83rd largest US company by market cap ($127.2B) Fell X companies today. Between two companies that sell lawn mowers. Day XX of qualifying for S&P XXX 21st largest publicly traded equity by volume (this metric has gotten more volatile as of late) 🤔"
@PunterJeff Avatar @PunterJeff on X 2025-07-18 00:04:06 UTC 53.4K followers, 54.8K engagements

"The Bitcoin capital plumbing has been upgraded The combinations of Bitcoin Equity and BTC backed Credit are now boundless These instruments fundamentally alter the architectural landscape of the future Bitcoin "cycle" Winter's not coming back. $MSTR $STRF $STRC $STRK $STRD"
@PunterJeff Avatar @PunterJeff on X 2025-07-23 03:03:56 UTC 53.4K followers, 40.5K engagements

"@BenWerkman Credit backed by pristine Bitcoin collateral shrouded by a corporate balance sheet. Genius. Its the best idea. Double tap it"
@PunterJeff Avatar @PunterJeff on X 2025-07-21 23:30:54 UTC 53.4K followers, 8204 engagements

"Imagining a future where all equities are tokenized. Would $STRC then be a $USDT and $USDC killer. 👀 Good lord 🟩👆🏼"
@PunterJeff Avatar @PunterJeff on X 2025-07-21 23:07:29 UTC 53.4K followers, 60.6K engagements

"@MasonFoard @hillery_dan Everyone gets $STRK at the price they deserve"
@PunterJeff Avatar @PunterJeff on X 2025-06-30 15:14:13 UTC 53.3K followers, 2673 engagements

"Strategy tracking day XXX $MSTR now ranked 93rd largest US company by market cap ($116B) Moved zero companies today. Past burnt coffee L/R specific socks & Aerospace weapons. Applovin and Natural Gas in the crosshairs Day X of qualifying for S&P XXX 11th largest publicly traded equity by volume"
@PunterJeff Avatar @PunterJeff on X 2025-07-09 21:13:11 UTC 53.4K followers, 61.4K engagements

"@dotkrueger Bro thats only XXX more coins Id think over the next X years they add another 85000 coin + and get to around 300000. Convertible debt was materially oversubscribed revenue is going to grow business diversification. Id be willing to bet on this one"
@PunterJeff Avatar @PunterJeff on X 2024-04-28 00:23:23 UTC 53.3K followers, 8975 engagements

"@Tiggersdad2 $MSTR free cash flow occurs in a tax advantaged fashion on the balance sheet and not the income statement. Its confusing for many. Your stats omit balance sheet treasury ops. Operating cash flow is converted immediately into permanent capital (BTC) via the balance sheet"
@PunterJeff Avatar @PunterJeff on X 2025-07-15 22:31:21 UTC 53.4K followers, XXX engagements

"Never deleting this app @RealJimChanos getting dunked on by AI"
@PunterJeff Avatar @PunterJeff on X 2025-07-16 23:27:16 UTC 53.4K followers, 55.2K engagements

""Winter's not coming back" "You've got my company that's raising billions and billions of dollars so the writing is on the wall Bitcoin's moving 🟩👆🏼Higher" Prescient interview from @saylor a month ago Quintuple threat ATM with the launch of $STRC. @Strategy fully torqued to capitalize on all market conditions"
@PunterJeff Avatar @PunterJeff on X 2025-07-21 22:59:45 UTC 53.4K followers, 55.7K engagements

"$MSTR now ranked 93rd largest US company by market cap ($107.9B) Moved zero companies today. Big Pharma and AppLovin in the crosshairs Day XXX in a row of qualifying for S&P XXX market cap threshold 14th largest publicly traded equity by volume"
@PunterJeff Avatar @PunterJeff on X 2025-06-26 20:13:43 UTC 53.3K followers, 46.9K engagements

"@HeroDividend Get yourself a Bitcoin price widget. And if youre allocating set up a daily or weekly DCA on a platform like @Swan or @River Makes it simple low stress. Just like a dividend stock. Set it & forget it. Its going up forever Laura"
@PunterJeff Avatar @PunterJeff on X 2025-07-20 14:34:46 UTC 53.3K followers, 11.5K engagements

"$MSTR now ranked 95th largest US company by market cap ($103.9B) Striding past X company today. Day XXX in a row of qualifying for S&P XXX market cap threshold 13th largest publicly traded equity by volume"
@PunterJeff Avatar @PunterJeff on X 2025-06-02 22:22:30 UTC 53.4K followers, 61.2K engagements

"The only comparable metric between tech monopolies is Market Cap $MSFT : XXXX% fiat USD dividend yield in 2024 with a XX% appreciation in the equity ($3.5T) $MSTR : XXXX% reinvested Bitcoin yield in 2024 with a XXX% appreciation in the equity ($109B) Which way modern man"
@PunterJeff Avatar @PunterJeff on X 2025-06-09 22:41:40 UTC 53.3K followers, 31.3K engagements

"Strategy tracking day XXX $MSTR now ranked 89th largest US company by market cap ($120.8B) Jumped X company today. Neck and neck with lawn mowers and HR processing Day XX in a row of qualifying for S&P XXX 16th largest publicly traded equity by volume"
@PunterJeff Avatar @PunterJeff on X 2025-07-22 04:03:48 UTC 53.4K followers, 47.7K engagements

"$MSTR's net capital is the size of the Nasdaq's entire market cap"
@PunterJeff Avatar @PunterJeff on X 2025-06-23 19:15:06 UTC 53.3K followers, 14.3K engagements

"This is a first-of-its-kind innovation for a Bitcoin treasury company intended to be a win-win for Bitcoin and $ASST HODLers: An Internal Revenue Code Section XXX exchange allows investors to contribute Bitcoin in exchange for $ASST shares without current taxation $ASST shareholders accretively gain aligned long-term HODLers"
@PunterJeff Avatar @PunterJeff on X 2025-07-21 20:40:08 UTC 53.4K followers, 21.7K engagements

"@JJWatt More like X years of inflation during the largest monetary expansion in US history. @RussellOkung and @obj have seen the opposite happen by storing their wealth in Bitcoin. You can opt out @JJWatt"
@PunterJeff Avatar @PunterJeff on X 2025-07-18 04:26:01 UTC 53.4K followers, 19.2K engagements

"Lets get this straight. Ran the $MSTR ATM for ONE WEEK Raised $519M from $MSTR paid the $STRK / $STRF dividend and still had $472M left over to buy Bitcoin Preferred Equity Convertible Bonds"
@PunterJeff Avatar @PunterJeff on X 2025-06-30 13:20:56 UTC 53.4K followers, 122.4K engagements

"Bitcoin ATH : $2.3T $MSTR ATH : $117B $NVDA ATH : $4T (First $4T equity ever) Assets ready to soar into uncharted territory"
@PunterJeff Avatar @PunterJeff on X 2025-07-10 21:58:59 UTC 53.4K followers, 31.9K engagements

"Opt out of paper money Opt in to digital money Bitcoin Or else your precious energy gets devalued FAST @RussellOkung"
@PunterJeff Avatar @PunterJeff on X 2025-07-18 04:34:40 UTC 53.4K followers, 26.9K engagements

"Strategy tracking day XXX $MSTR now ranked 88th largest US company by market cap ($121.4B) NEW MARKET CAP ATH Jumped X companies today and X this week. Applovin and Nat gas in the rear view Lawnmowers and HR processing in the crosshairs. Day X of qualifying for S&P XXX 6th largest publicly traded equity by volume (Highest in quite a while) Cheers to the weekend 🍻"
@PunterJeff Avatar @PunterJeff on X 2025-07-11 22:39:57 UTC 53.4K followers, 103.8K engagements

"@Citrini7 @finneko_prgrm MSTR holders are taking on the perpetual Bitcoin right tail and downside risk that alternative instruments can't stomach. Excess risk & excess return is distributed to MSTR holders via automatic tax advantaged BTC dividend reinvestment program"
@PunterJeff Avatar @PunterJeff on X 2025-07-23 03:19:08 UTC 53.4K followers, XXX engagements

"@Badie912 $PLTR has a PE ratio of XXX. $MSTR has a PE Ratio of XXX May want to consider just holding the common equity forever"
@PunterJeff Avatar @PunterJeff on X 2025-07-14 23:42:28 UTC 53.4K followers, 28.7K engagements

"Live look at the amount of information Ive taken in over the last X days working for Strive. Feel like Im merging on the Autobahn Everyones cooking 🧑🍳"
@PunterJeff Avatar @PunterJeff on X 2025-07-18 20:26:29 UTC 53.4K followers, 35.1K engagements

"@TheJesseMK I'll tell ya this certainly beats chasing fiat reinsurance deals. Each year in reinsurance my work got erased and disappeared into the ether of history at each renewal. Now I get to build. Energized is an understatement"
@PunterJeff Avatar @PunterJeff on X 2025-07-23 03:21:09 UTC 53.4K followers, 1240 engagements

"Sharing information is one of Humanitys oldest skills. Flex the muscle"
@PunterJeff Avatar @PunterJeff on X 2025-07-20 03:04:21 UTC 53.4K followers, 27K engagements

"Y'all should get to know @ColeMacro The guy ran a $70B Fixed Income portfolio for the LARGEST public pension fund in the US (Calpers) Perhaps a valuable skillset in light of the BTC backed credit innovations over the last X months. Great convo with @TheBitcoinLayer"
@PunterJeff Avatar @PunterJeff on X 2025-07-23 05:29:27 UTC 53.4K followers, 18.4K engagements

"$STRF is 7x collateralized by Bitcoin Is the market recognizing that $STRF is investment grade 👀 $MSTR Bitcoin"
@PunterJeff Avatar @PunterJeff on X 2025-06-30 14:00:29 UTC 53.4K followers, 49.5K engagements

"Welcome back to Hurdle Rate Episode XX Adopt transparency or youll die - @ColeMacro We hit on many topics Risk AI Market narratives liquidity etc"
@PunterJeff Avatar @PunterJeff on X 2025-07-15 04:42:19 UTC 53.4K followers, 25.4K engagements

"Strategy tracking day XXX $MSTR now ranked 80th largest US company by market cap ($128.5B) Market Cap ATH & Ranking ATH Jumped X companies today Railroads and Tractors in the cross hairs HR resources and ISPs in the rear view. Day XX of qualifying for S&P XXX 13th largest publicly traded equity by volume 🟩👆🏼"
@PunterJeff Avatar @PunterJeff on X 2025-07-16 22:02:36 UTC 53.4K followers, 76.1K engagements

"Bitcoin is an asset without an issuer A commodity not a security A decentralized peer to peer network representing the 6th largest asset on the planet with capacity to go to #1 Design your digital sluice box. The digital gold rush is upon us. 🟩👆🏼"
@PunterJeff Avatar @PunterJeff on X 2025-07-12 16:12:32 UTC 53.3K followers, 24.3K engagements

"$MSTR now ranked 95th largest US company by market cap ($104B) Fell X company today. Give you a sat if you know who amphenol is without looking it up. Day XXX in a row of qualifying for S&P XXX market cap threshold 10th largest publicly traded equity by volume"
@PunterJeff Avatar @PunterJeff on X 2025-05-27 20:06:05 UTC 53.3K followers, 49K engagements

"😱 Just realized Strategy is going to ATM the preferred dividend DRIPs Oh shit"
@PunterJeff Avatar @PunterJeff on X 2025-06-30 14:46:07 UTC 53.3K followers, 88K engagements

"Strive is now accepting interest in an exchange of Bitcoin for $ASST shares from accredited investors via a one-time Internal Revenue Code Section XXX exchange DEADLINE: 2PM ET on 8/1/25. XX days to quantify FOMO What does this mean & how do I participate See 🧵 below"
@PunterJeff Avatar @PunterJeff on X 2025-07-21 20:40:07 UTC 53.4K followers, 112.1K engagements

"@DylanLeClair_ 🧡 Pumped to get in the market Appreciate all the support along the way Lets drive this puppy to $21T"
@PunterJeff Avatar @PunterJeff on X 2025-07-07 13:11:51 UTC 53.3K followers, 5500 engagements

"Strategy tracking day XXX $MSTR now ranked 93rd largest US company by market cap ($112.99B) Jumped X company (Nike) today and X company this week. Digital Capital now chasing Analog Devices. Day X of qualifying for S&P XXX 11th largest publicly traded equity by volume Cheers to America & Cheers to the weekend 🍻 Have a happy fourth & enjoy the long weekend 🟩👆🏼"
@PunterJeff Avatar @PunterJeff on X 2025-07-03 21:05:36 UTC 53.4K followers, 152K engagements

"🎉I've got a Bitcoin Job 🎉 VP of Bitcoin Strategy 🫡 Let's Strive for Bitcoin 🟩👆🏼Higher $ASST $MSTR Bitcoin $STRK $STRF $STRD"
@PunterJeff Avatar @PunterJeff on X 2025-07-06 14:57:47 UTC 53.4K followers, 489.5K engagements

"This feeling that everyone is experiencing right now was the overwhelming feeling I had when establishing True North in October of last year. The noise is about to get deafening Buckle up $MSTR Q2 earnings call isnt for another 15+ days 🟩👆🏼"
@PunterJeff Avatar @PunterJeff on X 2025-07-14 04:31:48 UTC 53.4K followers, 50.5K engagements

"@_ChaitanyaJ Shares over time across every single issuance. Outstanding and fully diluted"
@PunterJeff Avatar @PunterJeff on X 2025-07-14 23:37:37 UTC 53.4K followers, 7771 engagements

"Bitcoin at $120k feels surprisingly comfortable So quiet. Maybe Bitcoin needs to hug XRP at a Coldplay concert to get some attention"
@PunterJeff Avatar @PunterJeff on X 2025-07-18 03:48:36 UTC 53.4K followers, 39.7K engagements

"@saylor If my calculations are correct once this baby hits $88B youre gonna see some serious shit"
@PunterJeff Avatar @PunterJeff on X 2025-07-13 14:22:43 UTC 53.4K followers, 27.4K engagements

"Strategy tracking day XXX $MSTR now ranked 83rd largest US company by market cap ($125.9B) NEW MARKET CAP & RANKING ATH Jumped X companies today. Lawn mowers in the rear view tractors and ISPs with terrible customer service in the crosshairs Day X of qualifying for S&P XXX 4th largest publicly traded equity by volume (ratcheting back up) 🟩👆🏼"
@PunterJeff Avatar @PunterJeff on X 2025-07-14 21:31:21 UTC 53.3K followers, 107.1K engagements

"Quick story on my Monopoly thesis / recent thoughts: When I first went "all-in" on $MSTR in February of 2023 $MSTR held 130000 Bitcoin. At the time that 132000 BTC that $MSTR held was 10x the next closest pubco ( $MARA) which held around 12200 BTC At the time Bitcoin was trading around $23000 So the "cost" of that moat was $XXX Billion (120000 BTC * $23000). In other words it would have cost $XXX Billion for another company to catch $MSTR in February of 2023. My thought process was simple: "Microstrategy has more hard money than anyone else and will be able to leverage that hard money as"
@PunterJeff Avatar @PunterJeff on X 2025-07-07 16:14:14 UTC 53.4K followers, 80.1K engagements

"Strategy tracking day XXX $MSTR now ranked 84th largest US company by market cap ($123.5B) Fell X company today. Behind ISPs and cloud network solutions. Day XX of qualifying for S&P XXX 10th largest publicly traded equity by volume"
@PunterJeff Avatar @PunterJeff on X 2025-07-15 20:59:12 UTC 53.4K followers, 85K engagements

"Strategy just posted it's 8th highest closing price in company history with 11x more Bitcoin than the next closest company while announcing a NEW stablecoin-ish preferred equity instrument and X days from releasing the largest Net Income earnings report in company history. Yet the community sentiment is bearish. Seems bullish to me"
@PunterJeff Avatar @PunterJeff on X 2025-07-22 22:59:26 UTC 53.4K followers, 65.5K engagements

"$MSTR has $XXXX Billion in NET capital (Net of liabilities) $62.9B if you pull out the convertible debt trading deep ITM as equity. For scale: $59.6B = 176th largest US company by market cap $62.9B = 168th largest US company by market cap 🟩👆🏼Higher"
@PunterJeff Avatar @PunterJeff on X 2025-07-17 00:05:59 UTC 53.4K followers, 17.9K engagements

"Strategy tracking day XXX $MSTR now ranked 90th largest US company by market cap ($119.3B) 8th highest close in company history. Fell X companies today and X this week. Back below retail lawn mowers HR processing and AppLovin Day XX in a row of qualifying for S&P XXX 13th largest publicly traded equity by volume"
@PunterJeff Avatar @PunterJeff on X 2025-07-18 20:21:28 UTC 53.4K followers, 46.3K engagements

"@freddienew Germany sold 50000 BTC on July 4th weekend 2024 worth about XXX Billion at the time. That same 50000 Bitcoin is now worth $6B XXX days later. A $3.2B HFSP mistake That BTC will move from lettuce hands to diamond hands"
@PunterJeff Avatar @PunterJeff on X 2025-07-20 14:57:43 UTC 53.3K followers, 3910 engagements

"And then there were THREE companies that held Bitcoin in the S&P XXX Eventually the Bitcoin XXX Bitcoin XXX and Bitcoin XXX 🟩👆🏼"
@PunterJeff Avatar @PunterJeff on X 2025-07-19 00:08:14 UTC 53.4K followers, 69.2K engagements

"94.9% chance of $MSTR qualifying for S&P XXX in X days This does not guarantee inclusion rather qualifies them for CONSIDERATION for inclusion The alarm clock for the world to wake up to BTC Many sweaty sleepless FOMO nights ahead for TradFi capital allocators"
@PunterJeff Avatar @PunterJeff on X 2025-06-26 20:17:21 UTC 53.3K followers, 173.3K engagements

"The algorithms are going to have a field day playing in the pools of liquidity within these instruments"
@PunterJeff Avatar @PunterJeff on X 2025-07-23 03:03:57 UTC 53.4K followers, 7019 engagements

"Hurdle Rate episode XX is live We discuss: - Quick overview of my new role - $STRD having an ATM - Evolution of preferred equities & scale - recent Elon musings"
@PunterJeff Avatar @PunterJeff on X 2025-07-09 14:55:53 UTC 53.4K followers, 20.6K engagements

"Another $XX Million of energy accepted the Strategy BTC rating for long term capital allocation $X of $MSTR ATM used in the last X weeks Torque me harder"
@PunterJeff Avatar @PunterJeff on X 2025-06-23 18:12:32 UTC 53.3K followers, 67K engagements

"The worlds first quadruple threat ATM in action. $472M raised last week 👀 Id venture to guess (based on the BTC acquisition price) the MSTR common ATM may have only been used one day last week (the big volume day ranked 6th)"
@PunterJeff Avatar @PunterJeff on X 2025-07-14 13:18:48 UTC 53.4K followers, 40.9K engagements

"Strategy Tracking Day 334: $MSTR now ranked 93rd largest US company by market cap ($112.9B) Jumped X company today. Chasing down natural gas & AppLovin Q2 close with BTC @ $107750 will result in an estimated Q2 2025 EPS of $XXXX This clears the FINAL criteria Strategy needed to be considered for the S&P XXX as they will report positive earnings of $11B resulting in positive earnings (when summed together for the last X quarters). The final decision for inclusion is up to the committee (this will be very controversial and heavily debated). This (to me) represents Day X of qualifying for S&P"
@PunterJeff Avatar @PunterJeff on X 2025-06-30 23:00:54 UTC 53.3K followers, 137.4K engagements

"Bitcoin now 5th largest asset on the planet. Leaving $AMZN in the dust. Next stop $3T"
@PunterJeff Avatar @PunterJeff on X 2025-07-14 04:23:53 UTC 53.4K followers, 50.6K engagements

"The S&P XXX is valued at 500460800 Bitcoin The companies in the S&P XXX hold 20776 Bitcoin The Bitcoin mNAV of the S&P XXX is 24088 The market valuation systems are nowhere near equilibrium Fiat as Unit of Account is clashing with Bitcoin as Unit of Account"
@PunterJeff Avatar @PunterJeff on X 2025-07-05 15:10:40 UTC 53.4K followers, 124.1K engagements