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@Z06Z07 Grain of SaltGrain of Salt posts on X about bitcoin, $strc, $strf, $strk the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence cryptocurrencies XXXXX% finance XXXXX% stocks XXX% currencies XXXX% exchanges XXXX% automotive brands XXXX%
Social topic influence bitcoin 13.04%, $strc #31, $strf #15, $strk #70, $strd #24, $stre #9, strk #87, saylor #317, if you 4.35%, $97k XXXX%
Top accounts mentioned or mentioned by @enoughofthissa1 @strategy @saylor @slotter1521 @pleb_nakamoto @jefftowns3930 @hillerydan @thebtctherapist @msciinc @cryptoscout78 @sofiasyscoin @ioandtitan @punterjeff @georgej28772176 @bauhiniacapital @grok @benwerkman @realkeithweiner @cjbitcoin @thematrixdr
Top assets mentioned Bitcoin (BTC) Strategy Incorporated (STRF) Strike (STRK) Stride (STRD) Strategy (MSTR) Caught in 4K (4K)
Top posts by engagements in the last XX hours
"Most people see Return of Capital (ROC) and think its $MSTY with huge yields and collapsing price. But not all ROC is created equal. $MSTY pays you your own money back while shrinking your base. $STRC pays you tax-efficient yield while your par stays intact. Thats the key. Both distribute Return of Capital but in STRCs case its true tax deferral not NAV destruction. Because ROC isnt taxed when received the effective yield is far higher than 10.25%. A XXXXX% ROC coupon equals the after-tax income of: XXXX% taxable yield in a XX% bracket 1720% taxable yield in high-tax states Thats why"
X Link 2025-10-29T03:38Z 22.4K followers, 71.5K engagements
"Listen at 49:30-50:25. @Saylor is suggesting using $STRE as a Euro carry trade. Borrow at X% buy at XX% pocket XX% profit. If you believe in Bitcoin and @Strategy. This could be bigger than the $300T Bond market because FX trades $10T+ per day"
X Link 2025-11-12T15:37Z 22.4K followers, 57.1K engagements
"Here's the new global wealth chart inspired by @Croesus_BTC @saylor is going after all of these markets. FX is $2400T traded per year 🤑which I reduced to XX% to $240T as base margin. BULLISH $STRF $STRE $STRC $STRK $SRD $MSTR @hillery_dan"
X Link 2025-11-12T19:36Z 22.4K followers, 8987 engagements
"@villamilalx @saylor @Strategy No reason to add complexity and FUD with Tether. USD $ are just fine"
X Link 2025-11-30T17:08Z 22.4K followers, XXX engagements
"Heres the simplest microstructure read on tonights $4K Bitcoin air-pocket: Saylors OTC window wrapped up. Once that steady buy-side flow is done the desks that hedged the order (via CME shorts / perps) no longer need to stay delta-neutral. So when the program bid disappears hedges come off and in a thin weekend book that unwind can snowball into perp liquidations. Thats exactly the kind of $300M$600M wipeout candle we just saw. This is how the plumbing works: Large OTC spot buys are always hedged with futures/perps so desks dont get run over while sourcing coins Those hedges cap upside while"
X Link 2025-12-01T03:50Z 22.4K followers, 173.3K engagements
"@Diminsmonk @fundstrat @Strategy Bitcoin $97K full-year positive EPS Bitcoin $110K Q4 positive AND $19/share for the year"
X Link 2025-12-02T17:21Z 22.4K followers, XXX engagements
"Most people cant reason about perpetual capital @Strategy $STRC $STRK $STRF $STRD $STRE. If a financing structure includes X (no refinancing ever) or / infinity (no maturity) their entire mental model breaks. They dont model perpetuity they cant even comprehend it. Strategy did something clever: They built a 2136 month PREF cash buffer. Not because perpetual capital needs itbut because giving the market a TERM value helps analysts who cant process X or feel grounded. The CASH buffer doesnt fix the math (which doesnt need fixing) it just helps legacy frameworks and people catch up"
X Link 2025-12-03T18:22Z 22.4K followers, 10.5K engagements
"@RealKeithWeiner Bitcoin is a commodity and works just like precious metals or any other asset"
X Link 2025-12-10T15:50Z 22.4K followers, 1833 engagements
"Investing XXX in any asset. Speculative = I dont understand it. Investment = Im comfortable with it"
X Link 2025-12-10T16:25Z 22.4K followers, 3021 engagements
"At XX% annualized BTC appreciation @Strategy perpetual prefs $STRF $STRC $STRK $STRD and convertible debt swap places on the risk curve. XX% prefs are riskier (Yield drag). XX% converts are riskier (refinance drag). Unless ITM Its the equilibrium point where BTC yield coupon yield the moment a Bitcoin balance sheet stops bleeding fiat and starts compounding BTC. Risk then decays by a power law roughly halving for every +5% ARR increase. @hillery_dan @TheRealPlanC @PunterJeff"
X Link 2025-11-06T19:11Z 22.4K followers, 8532 engagements
"@PatriotWife72 @saylor @Strategy Strategy was passed over for SP500 and Sandisk got in"
X Link 2025-11-30T18:02Z 22.4K followers, XXX engagements
"The missing Strategy metric: Bitcoin $97K full-year positive EPS Bitcoin $110K Q4 positive AND $19/share for the year Those are the only two numbers that matter into year-end. @fundstrat time to activate the Santa Claus Rally. When @Strategy finishes the year green its a net win for Bitcoin. @saylor @dotkrueger @CJ_Bitcoin @TheBTCTherapist @BitPaine @MSTRTrueNorth"
X Link 2025-12-02T15:32Z 22.4K followers, 12.8K engagements
"Everything changed this week for @Strategy with the $1.44B Cash Buffer. @saylor and @digitalphong made the ultimate pivot not to prove conviction but to directly address capital markets uneasiness around volatility and tail risk. Cash buffer = tail-risk killer. A possible jump from $1.44B $2.5B slashes insolvency probability and tightens every credit metric across the stack. Twothree years of liquidity is the inflection zone. At $2.5B+ BTC-Risk collapses BTC-Ratings rise and prefs/debt get re-priced like hybrid high-grade credit. 650000 Bitcoin makes the buffer self-sustaining. At $100k BTC"
X Link 2025-12-04T23:48Z 22.4K followers, 18.4K engagements
"@RealKeithWeiner Its not a motte or a bailey its accounting. Realized gains require a sale. If you disagree explain how you realize a gain without selling an asset that doesnt pay you cash"
X Link 2025-12-10T18:34Z 22.4K followers, XXX engagements