# ![@BTCoptioneer Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1894853772553187330.png) @BTCoptioneer BTC Optioneer

BTC Optioneer posts on X about $mstr, bitcoin, market, $strc the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1894853772553187330/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1894853772553187330/c:line/m:interactions.svg)

- [--] Week [------] -15%
- [--] Month [-------] +91%
- [--] Months [---------] +904%

### Mentions: [--] [#](/creator/twitter::1894853772553187330/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1894853772553187330/c:line/m:posts_active.svg)

- [--] Week [--] +6.10%
- [--] Month [---] +16%
- [--] Months [-----] +730%

### Followers: [-----] [#](/creator/twitter::1894853772553187330/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1894853772553187330/c:line/m:followers.svg)

- [--] Week [-----] +1.60%
- [--] Month [-----] +5.70%
- [--] Months [-----] +101%

### CreatorRank: [-------] [#](/creator/twitter::1894853772553187330/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1894853772553187330/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #6759 [stocks](/list/stocks)  54.67% [finance](/list/finance)  34.67% [automotive brands](/list/automotive-brands)  6% [financial services](/list/financial-services)  0.67% [technology brands](/list/technology-brands)  0.67% [products](/list/products)  0.67% [exchanges](/list/exchanges)  0.67%

**Social topic influence**
[$mstr](/topic/$mstr) #79, [bitcoin](/topic/bitcoin) #2603, [market](/topic/market) 13.33%, [$strc](/topic/$strc) 11.33%, [saylor](/topic/saylor) #227, [$ibit](/topic/$ibit) #46, [in the](/topic/in-the) 7.33%, [yield](/topic/yield) 7.33%, [common](/topic/common) #325, [fiat](/topic/fiat) 6%

**Top accounts mentioned or mentioned by**
[@themattviera](/creator/undefined) [@kalshi](/creator/undefined) [@thebtctherapist](/creator/undefined) [@adambliv](/creator/undefined) [@bitcoinnewscom](/creator/undefined) [@simplybitcoin](/creator/undefined) [@budgetdog](/creator/undefined) [@barbellfi](/creator/undefined) [@kobeissiletter](/creator/undefined) [@peterschiff](/creator/undefined) [@grantcardone](/creator/undefined) [@btcforfreedom](/creator/undefined) [@bitcointeacher](/creator/undefined) [@saylor](/creator/undefined) [@sherlockwhale](/creator/undefined) [@ashcrypto](/creator/undefined) [@fiatarchive](/creator/undefined) [@cointelegraph](/creator/undefined) [@bitcointeej](/creator/undefined) [@ericbalchunas](/creator/undefined)

**Top assets mentioned**
[Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [iShares BTC Trust (IBIT)](/topic/$ibit) [Strike (STRK)](/topic/$strk) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [Asset Entities Inc. (ASST)](/topic/$asst) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [BlackRock Inc (BLK)](/topic/blackrock)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Interesting to see Bitcoin vol going down while MSTR vol is flat $MSTR IV: [---] flat $IBIT IV: [--] down If you are a believer that the bear market will continue selling MSTR covered calls makes sense. Vol is high and MSTR is rallying. Bitcoin sold off overnight but no panic selling based on the options market $MSTR IV: [---] up $IBIT IV: [--] down MSTR puts are potentially riskier than IBIT puts in case the mNAV compresses in the coming days. The bear market is not over until the mNAV goes below [--]. Bitcoin sold off overnight but no panic selling based on the options market $MSTR IV: [---] up $IBIT"  
[X Link](https://x.com/BTCoptioneer/status/2022341231188070574)  2026-02-13T16:04Z [----] followers, [---] engagements


"Options trading hack most people ignore: Dont meet the market. Make the market come to you. Set limit orders above current premiums - prices the market isnt willing to pay right now. Most wont fill. But when volatility spikes or price whips You get elite entries + fat premium. In the case of $MSTR thats extra $10-30 per contract. Let others chase. You get paid to wait. https://twitter.com/i/web/status/2022382292862222638 https://twitter.com/i/web/status/2022382292862222638"  
[X Link](https://x.com/BTCoptioneer/status/2022382292862222638)  2026-02-13T18:48Z [----] followers, [---] engagements


"@AshCrypto So Bitcoin has been flat for the last [--] years but did a 155x in the last [--] years. Cool"  
[X Link](https://x.com/BTCoptioneer/status/2022672551814795757)  2026-02-14T14:01Z [----] followers, [--] engagements


"@fiatarchive Michal Burry is the new Jim Cramer"  
[X Link](https://x.com/BTCoptioneer/status/2022674196166512773)  2026-02-14T14:08Z [----] followers, [---] engagements


"Strategy's performance depends on Bitcoin's CAGR and the demand for their preferred stocks. If the Bitcoin CAGR OR preferred demand growth preferred dividends Strategy outperforms Bitcoin. Otherwise Strategy will underperform Bitcoin. In the tail case if Bitcoin goes to [--] Strategy blows up. https://twitter.com/i/web/status/2022744611844714919 https://twitter.com/i/web/status/2022744611844714919"  
[X Link](https://x.com/BTCoptioneer/status/2022744611844714919)  2026-02-14T18:47Z [----] followers, [--] engagements


"@Cointelegraph Bitcoin. NOT crypto"  
[X Link](https://x.com/BTCoptioneer/status/2022744818720608433)  2026-02-14T18:48Z [----] followers, [--] engagements


"@Bitcoin_Teej I was thinking about $BTGD but decided against it. Gold is already overextended compared to Bitcoin so spot Bitcoin is probably a better investment"  
[X Link](https://x.com/BTCoptioneer/status/1974254600497590341)  2025-10-03T23:25Z [----] followers, [---] engagements


"@AdamBLiv Yes that or some combo of STRC and STRK. There are so many good ways to structure this portfolio"  
[X Link](https://x.com/BTCoptioneer/status/2012910514326700462)  2026-01-18T15:30Z [----] followers, [---] engagements


"@EricBalchunas Mainstream Bitcoin adoption is happening. Insurance companies will start buying digital credit products next ( $SATA $STRC $STRF)"  
[X Link](https://x.com/BTCoptioneer/status/2013965926857687375)  2026-01-21T13:24Z [----] followers, [---] engagements


"$IBIT is now a top-30 ETF globally by AUM. BlackRock didnt enter Bitcoin to trade the next bounce. They entered because this becomes one of the largest pools of capital on earth. Short-term selloffs dont change the path. They enable it. Bitcoin isnt going to $1M because of hype. Its going to $1M because tradfi adopted it. https://twitter.com/i/web/status/2017751570209743020 https://twitter.com/i/web/status/2017751570209743020"  
[X Link](https://x.com/BTCoptioneer/status/2017751570209743020)  2026-02-01T00:07Z [----] followers, [---] engagements


"While you are scared Grant Cardone is buying the dip. Learn from the billionaires Cardone capital adds more BITCOIN at $76000. https://t.co/waKibNRqOX Cardone capital adds more BITCOIN at $76000. https://t.co/waKibNRqOX"  
[X Link](https://x.com/BTCoptioneer/status/2017752201658081494)  2026-02-01T00:09Z [----] followers, [---] engagements


"@hillery_dan Wonder how low $STRD will go on Monday"  
[X Link](https://x.com/BTCoptioneer/status/2018006397254795742)  2026-02-01T16:59Z [----] followers, [---] engagements


"@Budgetdog_ Everyone should have some allocation to Bitcoin. 5-20% is reasonable for most normies. 50% if you are a true believer. People should do their own research and build their own conviction"  
[X Link](https://x.com/BTCoptioneer/status/2018346211422417407)  2026-02-02T15:30Z [----] followers, [---] engagements


"Some panic in the markets but less than expected $MSTR IV: [--] up $IBIT IV: [--] up Short dated 10-delta $MSTR puts have 100%+ vol now. A lot of hedging going on. These puts might be overpriced. Invertors are starting to panic $MSTR IV: [--] up $IBIT IV: [--] up I am liking low-delta puts here. There is a lot of fear so you want to sell overpriced puts. Invertors are starting to panic $MSTR IV: [--] up $IBIT IV: [--] up I am liking low-delta puts here. There is a lot of fear so you want to sell overpriced puts"  
[X Link](https://x.com/BTCoptioneer/status/2018381738548883906)  2026-02-02T17:51Z [----] followers, [----] engagements


"@SelfMadeMastery Even if Jeffrey is Satoshi [--] BTC = [--] BTC"  
[X Link](https://x.com/BTCoptioneer/status/2018429480792948986)  2026-02-02T21:01Z [----] followers, [--] engagements


"Things are starting to get exciting $MSTR IV: [--] up $IBIT IV: [--] up Short dated 10-delta $MSTR puts have 100%+ vol now. A lot of hedging going on. These puts might be overpriced. Some panic in the markets but less than expected $MSTR IV: [--] up $IBIT IV: [--] up Short dated 10-delta $MSTR puts have 100%+ vol now. A lot of hedging going on. These puts might be overpriced. Some panic in the markets but less than expected $MSTR IV: [--] up $IBIT IV: [--] up Short dated 10-delta $MSTR puts have 100%+ vol now. A lot of hedging going on. These puts might be overpriced"  
[X Link](https://x.com/BTCoptioneer/status/2018709904949743626)  2026-02-03T15:35Z [----] followers, [----] engagements


"$STRC volatility is lower than SP500 volatility today Bullish $STRC with a 11.4% yield will beat S&P [---] in the long run considering equities are somewhat overvalued now $STRC with a 11.4% yield will beat S&P [---] in the long run considering equities are somewhat overvalued now"  
[X Link](https://x.com/BTCoptioneer/status/2018799221202428104)  2026-02-03T21:30Z [----] followers, [---] engagements


"@BarbellFi The only plausible explanation. The natural level might be $65K for now but will rise to $1M over time"  
[X Link](https://x.com/BTCoptioneer/status/2019762714201952568)  2026-02-06T13:18Z [----] followers, [--] engagements


"@KobeissiLetter Well we knew that. Earnings per share is a useless metric when it comes to MSTR"  
[X Link](https://x.com/BTCoptioneer/status/2019763200015712570)  2026-02-06T13:20Z [----] followers, [---] engagements


"Looks like $MSTR is a better bet than BTC at these prices What are we stacking What are we stacking"  
[X Link](https://x.com/BTCoptioneer/status/2019779781605183784)  2026-02-06T14:26Z [----] followers, [---] engagements


"@SeongWooIQ300 Oh boy. Another liquidation selloff coming later today"  
[X Link](https://x.com/BTCoptioneer/status/2019780658722140164)  2026-02-06T14:30Z [----] followers, [----] engagements


"@jimcramer The main reason why everyone is leveraged is because they realized they can't beat inflation by simply buying index funds anymore. This is why we Bitcoin"  
[X Link](https://x.com/BTCoptioneer/status/2019784925587603589)  2026-02-06T14:47Z [----] followers, [---] engagements


"Relief rally. IV still very high. $MSTR IV: [---] up $IBIT IV: [--] up $IBIT put selling probably has the best risk-adjusted returns here. 79% IV is very high for Bitcoin. Panic in the markets $MSTR IV: [---] up $IBIT IV: [--] up The best time to sell puts is when everyone is panic selling the underlying. At this IV longer dated puts (monthlies) make more sense to give yourself more breathing room and allow the IV to contract. Panic in the markets $MSTR IV: [---] up $IBIT IV: [--] up The best time to sell puts is when everyone is panic selling the underlying. At this IV longer dated puts (monthlies) make"  
[X Link](https://x.com/BTCoptioneer/status/2019799114527953270)  2026-02-06T15:43Z [----] followers, [---] engagements


"@Kalshi Saylor tapping the common ATM as we speak"  
[X Link](https://x.com/BTCoptioneer/status/2019805647903297837)  2026-02-06T16:09Z [----] followers, [---] engagements


"@mikealfred $ASST will easily outperform BTC once we are in a BTC bull market"  
[X Link](https://x.com/BTCoptioneer/status/2019816832874737912)  2026-02-06T16:53Z [----] followers, [---] engagements


"@WallStBlend They are overamplified at this point (40%) and the demand for $SATA remains soft. Once BTC starts rallying the amplification will drop and $SATA will recover. ASST will begin outperforming BTC"  
[X Link](https://x.com/BTCoptioneer/status/2019867040828563947)  2026-02-06T20:13Z [----] followers, [---] engagements


"@PeterSchiff Yep we are still in a bear market for now. But $BTC will still hit $1M and $MSTR will hit $5K"  
[X Link](https://x.com/BTCoptioneer/status/2019870441259892737)  2026-02-06T20:26Z [----] followers, [---] engagements


"@RealJakeBroe Some miners can mine [--] BTC for $50K or less. Just don't be average"  
[X Link](https://x.com/BTCoptioneer/status/2019873122154082554)  2026-02-06T20:37Z [----] followers, [--] engagements


"@GrantCardone Probably not. We are still in a bear market"  
[X Link](https://x.com/BTCoptioneer/status/2019892815166140720)  2026-02-06T21:55Z [----] followers, [---] engagements


"@BTC_for_Freedom He thinks we will not need currency in the future"  
[X Link](https://x.com/BTCoptioneer/status/2020152327236149473)  2026-02-07T15:07Z [----] followers, [--] engagements


"$MSTR was down 80%. Last crypto winter it hit -90%. Is the bear market over"  
[X Link](https://x.com/BTCoptioneer/status/2020153737025585518)  2026-02-07T15:12Z [----] followers, [---] engagements


"$STRK outperforming BTC since the bear market 40% vs 53% volatility -21% vs -47% drawdown If Bitcoin stays flat forever you will still make 10.5%/yr with $STRK"  
[X Link](https://x.com/BTCoptioneer/status/2020158126138274115)  2026-02-07T15:30Z [----] followers, [---] engagements


"@midascabal $ASST is the most asymmetric opportunity right now"  
[X Link](https://x.com/BTCoptioneer/status/2020173926370771004)  2026-02-07T16:32Z [----] followers, [---] engagements


"@BitcoinNewsCom @GrantCardone Grant Cardone is starting to understand Bitcoin"  
[X Link](https://x.com/BTCoptioneer/status/2020178474624061787)  2026-02-07T16:50Z [----] followers, [---] engagements


"Supercycle bros were wrong. 4-year cycle models were wrong. No one knows what BTC does short term. But BTC always trends higher over time. So Im not trading noise. Im stacking sats $MSTR shares and using select leverage via $MSTR LEAPS + long-dated spreads. When the next bull starts this setup will outperform. https://twitter.com/i/web/status/2020508770808332762 https://twitter.com/i/web/status/2020508770808332762"  
[X Link](https://x.com/BTCoptioneer/status/2020508770808332762)  2026-02-08T14:43Z [----] followers, [---] engagements


"@Bitcoin_Teddy 86% NGMI"  
[X Link](https://x.com/BTCoptioneer/status/2020509215597486441)  2026-02-08T14:45Z [----] followers, [--] engagements


"$MSTR mNAV is the markets bet on future BTC/share growth. At 1.17x mNAV the market expects 17% BTC yield in the upcoming years. Thats conservative. If demand for $STRC accelerates BTC/share growth snowballs. 50% BTC yield over the next few years becomes plausible. So yes $MSTR is undervalued. https://twitter.com/i/web/status/2020525462695338106 https://twitter.com/i/web/status/2020525462695338106"  
[X Link](https://x.com/BTCoptioneer/status/2020525462695338106)  2026-02-08T15:49Z [----] followers, [---] engagements


"Vol trending down today $MSTR IV: [---] down $IBIT IV: [--] down Given the put skew selling overpriced MSTR or IBIT puts is the move here. Relief rally. IV still very high. $MSTR IV: [---] up $IBIT IV: [--] up $IBIT put selling probably has the best risk-adjusted returns here. 79% IV is very high for Bitcoin. Relief rally. IV still very high. $MSTR IV: [---] up $IBIT IV: [--] up $IBIT put selling probably has the best risk-adjusted returns here. 79% IV is very high for Bitcoin"  
[X Link](https://x.com/BTCoptioneer/status/2020873660727206144)  2026-02-09T14:53Z [----] followers, [----] engagements


"A lot of people are taking HELOCs or margin loans to buy BTC / $MSTR. Directionally right. Structurally dangerous. Margin = forced liquidation risk. HELOC = your house on the line. If you want leverage use options not debt. Long-dated $MSTR or $IBIT calls. 50% ITM (ex: $MSTR $65s) [--] years out. 2x exposure with no margin calls. Size it responsibly. 1020% max. Leverage isnt the enemy. Bad leverage is. https://twitter.com/i/web/status/2020876519548027327 https://twitter.com/i/web/status/2020876519548027327"  
[X Link](https://x.com/BTCoptioneer/status/2020876519548027327)  2026-02-09T15:04Z [----] followers, [---] engagements


"Saylor bought the top last week. Two possibilities: 1.$MSTR issued shares when mNAV 1.1x and BTC was $78k Accretive 2.He paid an OTC premium greater than the mNAV premium Dilutive Ill go with #1. Bitcoin drops to $60k last week But Saylor bought at $78.8k He is getting cooked by OTC premiums Bitcoin drops to $60k last week But Saylor bought at $78.8k He is getting cooked by OTC premiums"  
[X Link](https://x.com/BTCoptioneer/status/2021052932125491261)  2026-02-10T02:45Z [----] followers, [---] engagements


"@BitcoinTeacher_ 100% Bitcoin is not crazy but is definitely not optimal for most. It is too volatile for the normies. I recommend some allocation for everyone even if it is only 10%"  
[X Link](https://x.com/BTCoptioneer/status/2021065043593281573)  2026-02-10T03:33Z [----] followers, [--] engagements


"Vol significantly down today $MSTR IV: [--] down $IBIT IV: [--] down Those who sold puts yesterday are likely profitable today. Since we are still in a bear market more IV spikes might be coming. Vol trending down today $MSTR IV: [---] down $IBIT IV: [--] down Given the put skew selling overpriced MSTR or IBIT puts is the move here. Vol trending down today $MSTR IV: [---] down $IBIT IV: [--] down Given the put skew selling overpriced MSTR or IBIT puts is the move here"  
[X Link](https://x.com/BTCoptioneer/status/2021249215117107505)  2026-02-10T15:45Z [----] followers, [----] engagements


"Last bear market $MSTR fell 90%. If that repeats the math says $54. Possible but not probable. Selling far OTM puts should still be profitable even in this market"  
[X Link](https://x.com/BTCoptioneer/status/2021413663425561038)  2026-02-11T02:39Z [----] followers, [----] engagements


"@Kalshi Fundamentals remain strong"  
[X Link](https://x.com/BTCoptioneer/status/2021581355813945674)  2026-02-11T13:45Z [----] followers, [--] engagements


"@TheMattViera Correct. I like Bitcoin but you do NOT need it to become a self-made millionaire. It does expedite wealth building though"  
[X Link](https://x.com/BTCoptioneer/status/2021583057950494945)  2026-02-11T13:52Z [----] followers, [--] engagements


"@mrmikeMTL yes $900K a year is life-changing money"  
[X Link](https://x.com/BTCoptioneer/status/2021588456191709188)  2026-02-11T14:13Z [----] followers, [---] engagements


"@TheMattViera With stocks you generally get 3-4% real returns (SPY 11% - debasement rate 7%) vs 25-50% with Bitcoin"  
[X Link](https://x.com/BTCoptioneer/status/2021590086010261598)  2026-02-11T14:20Z [----] followers, [--] engagements


"@RobinSeyr Unless you need to urgently exchange your BTC for fiat"  
[X Link](https://x.com/BTCoptioneer/status/2021601131827212445)  2026-02-11T15:04Z [----] followers, [--] engagements


"@Kalshi AI or recession"  
[X Link](https://x.com/BTCoptioneer/status/2021604726291267648)  2026-02-11T15:18Z [----] followers, [--] engagements


"@FinFreedom414 @LawrenceLepard Bitcoin makes sudden explosive moves up when you least expect it. You don't want to be sidelined"  
[X Link](https://x.com/BTCoptioneer/status/2021606211083215169)  2026-02-11T15:24Z [----] followers, [--] engagements


"Even if Bitcoin had a 90% chance of going to $0 and a 10% chance of going to $1M its still a good trade. Most don't understand this math"  
[X Link](https://x.com/BTCoptioneer/status/2021619314324029466)  2026-02-11T16:16Z [----] followers, [---] engagements


"@CryptoJebb Don't just HODL Stack more sats"  
[X Link](https://x.com/BTCoptioneer/status/2021635197218001057)  2026-02-11T17:19Z [----] followers, [---] engagements


"@dotkrueger My base case is $MSTR outperforming BTC 2x over the next decade. 2x the performance with 4x the risk"  
[X Link](https://x.com/BTCoptioneer/status/2021656131295457768)  2026-02-11T18:42Z [----] followers, [----] engagements


"Selling covered calls on $STRC is a trap. You might squeeze out an extra 2%/yr but eventually youll get called away. When that happens: You lose your shares You trigger capital gains You retroactively tax all those ROC dividends That destroys the whole point of $STRC. The real edge is letting ROC compound untaxed for as long as possible. Dont cap upside and hand the IRS an early win. Sometimes the best trade is doing less. https://twitter.com/i/web/status/2021663244474061267 https://twitter.com/i/web/status/2021663244474061267"  
[X Link](https://x.com/BTCoptioneer/status/2021663244474061267)  2026-02-11T19:10Z [----] followers, [---] engagements


"@BTC_for_Freedom [--] Bitcoin will probably plateau around $3-4M in today's purchasing power. People who believe otherwise are on pure hopium"  
[X Link](https://x.com/BTCoptioneer/status/2021664238532747677)  2026-02-11T19:14Z [----] followers, [----] engagements


"@AdamBLiv Probably true for the most part but there are some caveats. There are certain locations where land is limited and building more homes en masse is not an option. Real estate will always appreciate in those locations. But of course Bitcoin will still outperform RE"  
[X Link](https://x.com/BTCoptioneer/status/2021664629530013955)  2026-02-11T19:16Z [----] followers, [---] engagements


"@TheMattViera That was the chart of M2. This is the chart of Bitcoin's 4-year rolling CAGR:"  
[X Link](https://x.com/BTCoptioneer/status/2021693552200122861)  2026-02-11T21:11Z [----] followers, [--] engagements


"@gregogallagher Yea Greg thats the way to do. Dont be a Bitcoin fanboy like the rest of us on here"  
[X Link](https://x.com/BTCoptioneer/status/2021720293434106344)  2026-02-11T22:57Z [----] followers, [---] engagements


"@Budgetdog_ HODL"  
[X Link](https://x.com/BTCoptioneer/status/2022698905281176058)  2026-02-14T15:46Z [----] followers, [--] engagements


"$SATA at $92.8 appears to be very undervalued. 13.2% effective yield 7.7% potential appreciation"  
[X Link](https://x.com/BTCoptioneer/status/2018733179155230751)  2026-02-03T17:07Z [----] followers, [----] engagements


"@WalkerAmerica Don't give your Bitcoin to Peter Schiff"  
[X Link](https://x.com/BTCoptioneer/status/2022698545598361977)  2026-02-14T15:44Z [----] followers, [--] engagements


"@Kalshi Most traders are wrong"  
[X Link](https://x.com/BTCoptioneer/status/2022746049086132279)  2026-02-14T18:53Z [----] followers, [--] engagements


"$ULTY will always lag $MSTY. Because ULTY is diversified into fiat stocks while MSTY is backed by MSTRs massive #Bitcoin stack. Fiat stocks are priced on promises high valuations fragile foundations. If they miss they collapse. $MSTR P/E [--] undervalued Largest Bitcoin treasury in the world mNAV 1.7x historically low If you invested $100K in March [----] and withdrew $2K/month: MSTY portfolio: $284K ULTY portfolio: $78K If you dont like MSTYs performance or volatility learn options and tailor your own yield strategy. Dont flee to underperforming fiat-heavy clones"  
[X Link](https://x.com/anyuser/status/1950892269495611641)  2025-07-31T12:12Z [----] followers, [----] engagements


"$MSTR outperformed Bitcoin 3x today. Saylor targeting 7% of BTC supply Minimal common ATM until mNAV hits 2.5x $STRC demand growing fast Corporate BTC adoption accelerating with new buyers daily This is one of the most bullish setups in years. Dont fade the apex Bitcoin treasury company"  
[X Link](https://x.com/anyuser/status/1952511404973445327)  2025-08-04T23:26Z [----] followers, [----] engagements


"Some worry $MSTR mNAV will trend lower over time. Lets stress-test: Assumptions: mNAV falls from [---] [---] over [--] yrs Bitcoin yield slows to 10%/yr BTC ARR stays at 25%/yr Result: MSTR hits $6200/share in [----] which still beats holding BTC outright. If MSTRs BTC/share growth outpaces mNAV decay = outperformance. The edge only dies if mNAV falls faster than they stack sats"  
[X Link](https://x.com/anyuser/status/1955235310737953143)  2025-08-12T11:49Z [----] followers, [----] engagements


"At 1.5x mNAV the market is basically saying $MSTR can grow the BTC holdings by 50%. If you believe Saylor can stack over 50% BTC in the coming years pushing toward 1M+ BTC the stock is currently underpriced. It all comes down to your conviction in $MSTRs ability to raise capital and continue buying BTC faster than the mNAV can contract"  
[X Link](https://x.com/anyuser/status/1958984369730711982)  2025-08-22T20:07Z [----] followers, 16.9K engagements


"How are we feeling about $MSTR common ATM at 1.5x mNAV Happy Saylor is a genius Sad $MSTR is dead Neutral Enraged Saylor lied Happy Saylor is a genius Sad $MSTR is dead Neutral Enraged Saylor lied"  
[X Link](https://x.com/anyuser/status/1959959327894061361)  2025-08-25T12:41Z [----] followers, [----] engagements


"$NVDA P/E [--] $MSTR P/E [--] $NVDA is backed by hopium. $MSTR is backed by the hardest asset ever created. Make it make sense. $NVDA Earnings are out stock is down why Because beating earnings expectations isn't good enough now. They will have to annihilate them. But yeah tell me again how equity prices & the market moves on "fundamentals" not sentiment expectations. Btw expect a rebound _()_/ $NVDA Earnings are out stock is down why Because beating earnings expectations isn't good enough now. They will have to annihilate them. But yeah tell me again how equity prices & the market moves on"  
[X Link](https://x.com/anyuser/status/1960809136192675898)  2025-08-27T20:58Z [----] followers, [----] engagements


"Bears say prefs ruined $MSTR because 10%+ dividends are too high. Theyre missing the point. Prefs never mature. $1B issued = $100M/yr in dividends. If the stock rallies that cost shrinks vs market cap and dilution fades with time. Converts are worse: Shares dumped below market in a bull. Massive common issuance in a bear to cover maturing debt. Prefs Converts. By far"  
[X Link](https://x.com/anyuser/status/1962885477423288814)  2025-09-02T14:29Z [----] followers, [----] engagements


"$MSTR options arent pricing in a crash anymore. Fear is fading. Put implied volatility just flipped from backwardation contango. That shift means near-term panic has drained out of the options market. Contango is the natural state of vol and normalization often comes before buyers take back control"  
[X Link](https://x.com/anyuser/status/1965211965401268273)  2025-09-09T00:33Z [----] followers, [----] engagements


"@bitcoinarchive These guys have discovered the infinite money glitch"  
[X Link](https://x.com/anyuser/status/1981745511993352703)  2025-10-24T15:32Z [----] followers, [----] engagements


"Bitcoin sold off overnight but no panic selling based on the options market $MSTR IV: [---] up $IBIT IV: [--] down MSTR puts are potentially riskier than IBIT puts in case the mNAV compresses in the coming days. The bear market is not over until the mNAV goes below [--]. Vol significantly down today $MSTR IV: [--] down $IBIT IV: [--] down Those who sold puts yesterday are likely profitable today. Since we are still in a bear market more IV spikes might be coming. Vol significantly down today $MSTR IV: [--] down $IBIT IV: [--] down Those who sold puts yesterday are likely profitable today. Since we are still"  
[X Link](https://x.com/BTCoptioneer/status/2021598795964801051)  2026-02-11T14:54Z [----] followers, [----] engagements


"@BarbellFi Over allocated to real estate and under allocated to Bitcoin. But close enough"  
[X Link](https://x.com/BTCoptioneer/status/2022669839739781301)  2026-02-14T13:50Z [----] followers, [---] engagements


"$MSTR can realistically outperform BTC 1.21.7x over the next decade. Let's do some math: In [----] Strategy issued $8B of preferred. Mostly IPOs. This year issuance likely drops closer to $2B/year. Assume 25% BTC CAGR and 25% preferred demand CAGR starting with $2B/yr Under those assumptions BTC/share growth slows and $MSTRs edge outperformance compresses to 1.2x BTC. With opportunistic common ATM upside improves to 1.51.7x. The million dollar question: Is 1.2x-1.7x Bitcoin performance worth all the extra risk https://twitter.com/i/web/status/2022694362879017441"  
[X Link](https://x.com/BTCoptioneer/status/2022694362879017441)  2026-02-14T15:28Z [----] followers, [---] engagements


"@Mrcryptoxwhale There will always be demand for a decentralized incorruptible and permissionless ledger. Bitcoin can never go to 0"  
[X Link](https://x.com/BTCoptioneer/status/2022696191167975654)  2026-02-14T15:35Z [----] followers, [--] engagements


"@BTCBreadMan Could Bitcoin go to [--] No Adam Back has a limit order at $3 or whatever"  
[X Link](https://x.com/BTCoptioneer/status/2022697790787445085)  2026-02-14T15:41Z [----] followers, [--] engagements


"@saylor @LaDoger Bitcoin is Saylor's valentine"  
[X Link](https://x.com/BTCoptioneer/status/2022698200872747434)  2026-02-14T15:43Z [----] followers, [--] engagements


"$MSTR mNAV [----] $ASST mNAV [----] That gap is absurd. Both are BTC-proxy balance sheets. Both rely on capital markets + BTC optionality. This is tradable. This spread will narrow"  
[X Link](https://x.com/BTCoptioneer/status/2022702791014207819)  2026-02-14T16:01Z [----] followers, [---] engagements


"@KobeissiLetter Students woke up one day and decided not to pay. Student debt will be forgiven"  
[X Link](https://x.com/BTCoptioneer/status/2022708343538688367)  2026-02-14T16:23Z [----] followers, [---] engagements


"$MSTR 's performance is a function of two variables: -Bitcoin CAGR -Growth in demand for its preferreds If Bitcoin CAGR or preferred demand growth preferred dividend rate Strategy outperforms Bitcoin. If both preferred dividends Strategy underperforms Bitcoin. Tail risk: if Bitcoin [--] Strategy blows up. Thats the whole model. https://twitter.com/i/web/status/2022745481055506866 https://twitter.com/i/web/status/2022745481055506866"  
[X Link](https://x.com/BTCoptioneer/status/2022745481055506866)  2026-02-14T18:51Z [----] followers, [---] engagements


"@BitcoinTeacher_ Robinhood is a crypto play. MSTR is a Bitcoin play"  
[X Link](https://x.com/BTCoptioneer/status/2022759222035788153)  2026-02-14T19:45Z [----] followers, [---] engagements


"If $MSTR prefs succeed mNAV only goes UP. Every Bitcoin bought with prefs = minimal dilution to common. More BTC + capped dilution = higher premium over NAV. Sure sentiment swings move mNAV short term. But in the long run prefs make a collapse back to [--] less likely. This is how $MSTR becomes structurally stronger the bigger it gets"  
[X Link](https://x.com/anyuser/status/1963228354808545371)  2025-09-03T13:11Z [----] followers, [----] engagements


"@TheBTCTherapist Which one is Grant Cardone A) IQ [---] - Understand Bitcoin inside and out. Never shaken out. B) IQ 8012- Believe in Bitcoin until the narrative changes. Sell the bottom. C) IQ [--] - No narrative. No fear. HODL forever"  
[X Link](https://x.com/BTCoptioneer/status/2022700386092511742)  2026-02-14T15:52Z [----] followers, [---] engagements


"@0xChiefy For Bitcoin to hit $29K we would need a recession"  
[X Link](https://x.com/BTCoptioneer/status/2022775379316949428)  2026-02-14T20:50Z [----] followers, [---] engagements


"The death of the #Bitcoin halving cycle is $MSTR s ticket to the S&P [---]. If the 4-year cycles persist Bitcoin will keep crashing 70% every few years forcing $MSTR to post negative earnings and risking expulsion even if it gets included. If the cycles fade and volatility compresses Bitcoin grinds higher Bitcoin per share growth looks like stable earnings and the S&P [---] will have no excuse to keep ignoring it. $MSTRs future inclusion rests on whether Bitcoin matures beyond its halving rhythm"  
[X Link](https://x.com/anyuser/status/1964325670760100025)  2025-09-06T13:51Z [----] followers, [----] engagements


"@WatcherGuru @PeterSchiff Peter Schiff is the Jim Cramer of the bitcoin space"  
[X Link](https://x.com/BTCoptioneer/status/1944592225037369703)  2025-07-14T02:58Z [----] followers, [----] engagements


"If Saylor sells $MSTR gaps down. Covered call sellers get clipped. $MSTY takes a hit. Low-delta puts ($360 strike) still printing. Selling low-delta puts is the most consistent way to harvest MSTRs volatility to generate income"  
[X Link](https://x.com/BTCoptioneer/status/1947088368690462721)  2025-07-21T00:16Z [----] followers, 15.3K engagements


"Most leverage strategies fight volatility. $MSTR rides it. Since adopting the Bitcoin standard (Sept 2020) $MSTR has outperformed BTC by 2.9x. Meanwhile 1.5x leveraged BTC underperformed spot BTC by 8.2x. In [----] 1.5x BTC investors would have gotten margin called or watched their LEAPs go to [--]. With Strategy there are no margin calls no theta bleed. Yes carries equity risk but even a small allocation can help you compound harder. Sometimes the smartest move is to outsource the leverage to Saylor"  
[X Link](https://x.com/anyuser/status/1953090804437663761)  2025-08-06T13:48Z [----] followers, 20.1K engagements


"@TheBTCTherapist There is a lot of uncertainty right now with investors not sure if MSTR can continue accumulating Bitcoin without the ATM and whether the mNAV will ever recover to [--] or higher. This is all short term FUD. I dont see MSTR underperforming BTC in the long run"  
[X Link](https://x.com/BTCoptioneer/status/1955706396776796473)  2025-08-13T19:01Z [----] followers, [----] engagements


"@HodlMagoo Strategy is undervalued"  
[X Link](https://x.com/BTCoptioneer/status/1957918070086988061)  2025-08-19T21:30Z [----] followers, [----] engagements


"I think $MSTR investors are happy about today's buy. 10-delta weekly put IV is down to 75% from 85% last week. That means the fear is going away and the sentiment is starting to shift. Of course for MSTR to rally we would need BTC to rally first. In the meantime stay patient. GM. wen $ibit 🏧 guidance https://t.co/MeKnlPfDHk GM. wen $ibit 🏧 guidance https://t.co/MeKnlPfDHk"  
[X Link](https://x.com/anyuser/status/1960004686565478549)  2025-08-25T15:41Z [----] followers, [----] engagements


"BTC -5.5% WoW $MSTR -4.5% mNAV: [---] That spread usually doesnt last long. Saylors quietly running the ATM to scoop oversold BTC while $MSTR trades relatively rich. Bitcoin is still on Sale. https://t.co/rXP6G84rbs Bitcoin is still on Sale. https://t.co/rXP6G84rbs"  
[X Link](https://x.com/BTCoptioneer/status/1962120377242427874)  2025-08-31T11:48Z [----] followers, [----] engagements


"@TheBTCTherapist @Strategy Saylor unlocks fiat money printer and converts it to BTC"  
[X Link](https://x.com/BTCoptioneer/status/1962707034039525702)  2025-09-02T02:39Z [----] followers, [----] engagements


"The only way $MSTR mNAV [--] and stays there is if demand for prefs dies. As long as Saylor can issue even a tiny amount of prefs and buy BTC $MSTR outperforms spot. Thats why it will always trade at a premium to BTC long term"  
[X Link](https://x.com/BTCoptioneer/status/1963637179504099620)  2025-09-04T16:16Z [----] followers, [----] engagements


"$MSTR mNAV can compress to [--] and it can still outperform BTC. If preferred demand grows faster than BTC CAGR $MSTR common beats BTC even at mNAV [--]. If preferred demand grows at a reasonable pace the business model gets validated and mNAV stays above [--]. In short: pref demand drives mNAV and $MSTRs ability to outperform BTC long-term"  
[X Link](https://x.com/BTCoptioneer/status/1964758024548986919)  2025-09-07T18:29Z [----] followers, [----] engagements


"@HeroDividend Boomer meme"  
[X Link](https://x.com/BTCoptioneer/status/1989006596350087312)  2025-11-13T16:25Z [----] followers, 20.7K engagements


"$MSTR mNAV is currently [----] If #Bitcoin doubles and mNAV reaches [--] share price = $1389 even if MSTR buys no more BTC. But they will. Saylor is never stopping. Long-dated ATM calls Thats 5-10x potential. The asymmetry is very real here. #moonmath"  
[X Link](https://x.com/BTCoptioneer/status/1945493856209789165)  2025-07-16T14:40Z [----] followers, 11.9K engagements


"Once Powell is out Fed Funds rate dives back to 02%. Rates on $STRK $STRF and $STRD get cut in half pushing the share prices sharply higher as investors scramble for yield. $MSTR hits the ATM on its preferreds adds more BTC with leverage and becomes an even purer Bitcoin torque play. OTM $MSTR calls 10x is realistic in that scenario. We are just not bullish enough"  
[X Link](https://x.com/anyuser/status/1945902431159881887)  2025-07-17T17:44Z [----] followers, [----] engagements


"@TheBTCTherapist Its undervalued compared to other treasury companies"  
[X Link](https://x.com/BTCoptioneer/status/1948083394421600638)  2025-07-23T18:10Z [----] followers, [----] engagements


"$MSTY is down 24% YTD without reinvesting distributions. If you had just reinvested half those monthly payouts youd be close to breakeven. The reality: $1.50$2/month in distributions isnt sustainable on a [----] vol asset. Even if $MSTR grinds higher over time long-term yearly returns in the 5060% range are about the best you can hope forand thats assuming no major drawdowns. If you want to stay in the game reinvest at least half your payouts into $MSTY or Bitcoin. If you dont your capital slowly bleeds out while you chase yield. Stay realistic. Use the yield to build not burn"  
[X Link](https://x.com/BTCoptioneer/status/1950385563481129272)  2025-07-30T02:38Z [----] followers, [----] engagements


"$MSTR is showing serious relative strength post earnings: S&P [---] is red Bitcoin down to $116K But $MSTR is holding steady The setup is bullish: No common dilution until mNAV = 2.5x. At current BTC levels that means $MSTR can rally to $600 without any ATM pressure $4.2B $STRC ATM approved. Signals strong demand + gives Saylor capital to buy more BTC without touching common shares It may take time for the market to fully digest this But so far everything is lining up perfectly"  
[X Link](https://x.com/anyuser/status/1951047637131526322)  2025-07-31T22:29Z [----] followers, 11K engagements


"$MSTR Bull Case: $40000/Share by [----] MSTR didnt just buy Bitcoinit launched an irreversible revolution in global fixed income. Now Metaplanet is following their playbook. Soon every country will have Bitcoin treasury companies issuing preferreds to stack sats. If just 10% of the $300T fixed income market rotates into Bitcoin-backed capital structures Bitcoin hits $1M. And it willbecause why settle for 4% yields from bonds when you can earn double that from BTC-backed preferreds If MSTR captures just 1/3 of that capital flow thats a $40000/share stock. You can buy it today for $370. The game"  
[X Link](https://x.com/anyuser/status/1952038897287876716)  2025-08-03T16:08Z [----] followers, 17.3K engagements


"$MSTR preferreds might be the most underrated retirement hack out there. Forget the 4% rule. In fiat land you had to sell assets just to survive. $STRC pays 9% dividends backed by Bitcoin. That means: Retire with less Keep your equity Reinvest the excess dividend Real yield. Real utility. Strategy solves real problems. Therefore it will always trade at a premium to its NAV"  
[X Link](https://x.com/anyuser/status/1952760437826568623)  2025-08-05T15:55Z [----] followers, [----] engagements


"$MSTR is basically unbreakable. As long as BTC grows faster than the preferred yield (10%) Strategy can keep stacking and issuing more preferreds. If BTC hits 30% ARR like Saylor predicts $MSTR will become one of the biggest companies in the world. If BTC slows to 15% ARR Still works. More time to accumulate. The only real risk is BTC staying flats for several years. But that only happens if global money printing stops which is never going to happen. So yeah Saylors Strategy is built different"  
[X Link](https://x.com/anyuser/status/1952901451593732476)  2025-08-06T01:16Z [----] followers, 95.3K engagements


"@simplybitcoin Tell me you dont understand Bitcoin without telling me"  
[X Link](https://x.com/anyuser/status/1953112151658201347)  2025-08-06T15:13Z [----] followers, [----] engagements


"Another use case unlocked for Strategy preferreds. Introducing $STRC-secured puts on $MSTR. (Cash-secured puts are dead.) Sell puts backed by STRC collect STRC yield pocket premiums and get a shot at MSTR shares at a massive discount. Double (triple) dip. Fiat bros cant even process it. In [----] 10-delta [--] DTE puts didnt get assigned once. Thats pure premium + STRC dividends = smooth income. Zero drama. Unlike the P/L rollercoaster of covered calls. With this strategy you make consistent income and Saylor gets to buy more Bitcoin. Win win"  
[X Link](https://x.com/anyuser/status/1953435575953875421)  2025-08-07T12:38Z [----] followers, [----] engagements


"$MSTR preferreds arent far from going mainstream. Harvards in Bitcoin. 401(k)s can buy it. Company treasuries being converted to BTC. When MSTR preferreds hit the big leagues Saylor gets unlimited credit market access. Common dilution becomes rare and preferreds become the primary means of rising capital for BTC purchases. Thats when MSTR shareholders discover what the fair value really is"  
[X Link](https://x.com/BTCoptioneer/status/1954183729993466062)  2025-08-09T14:11Z [----] followers, [----] engagements


"$MSTRs fair value today is at least $670 and thats with super conservative Bitcoin returns. Wall Street still prices it like its riskier than a bank: Avg P/E for financials: [--] $MSTR today: [--] If BTC ARR slows to 25% P/E [--] Even capped at P/E [--] 25% BTC ARR puts $MSTRs fair value at $670 at current BTC prices. When the market realizes BTC-backed credit isnt riskier than TradFi credit the repricing will be violent"  
[X Link](https://x.com/anyuser/status/1954226852375236952)  2025-08-09T17:02Z [----] followers, [----] engagements


"Many think buying $MSTR dilutes your Bitcoin since mNAV [--]. Wrong. When MSTR uses fiat to buy more BTC your BTC/share grows letting you stack sats passively. In [----] that yield was 25% so your stack wouldve grown 25% without lifting a finger. Owning a Bitcoin treasury company = owning a Bitcoin accumulation machine. Every Bitcoiner should have some allocation"  
[X Link](https://x.com/anyuser/status/1954623567259161070)  2025-08-10T19:19Z [----] followers, [----] engagements


"$MSTR small [---] BTC buy shows the real bottleneck is preferred demand. BTC buys will likely slow since they cant issue common ATM under 2.5x mNAV. But thats not a huge problem. Even if BTC slows to 25%/yr and preferreds grow just 25%/yr (bear case): Pref market cap: $277B Stack: 1M BTC $10k/share at mNAV [---] Thats the bear math. https://twitter.com/i/web/status/1954888378765520956 https://twitter.com/i/web/status/1954888378765520956"  
[X Link](https://x.com/anyuser/status/1954888378765520956)  2025-08-11T12:51Z [----] followers, 11.6K engagements


"@saylor US admitting they wont sell their Bitcoin is a win even if they arent buying more"  
[X Link](https://x.com/BTCoptioneer/status/1956253770897056065)  2025-08-15T07:16Z [----] followers, [----] engagements


"$MSTR sentiment is in the gutter. Fear everywhere. Questions hanging over the market: Can Saylor keep stacking BTC without a common ATM Does mNAV get squeezed to [--] Will the preferreds find real demand Meanwhile: BTC hitting ATHs this week More treasury buyers emerging $STRC keeps climbing and will unlock unlimited capital for Saylor $MSTR now holds [------] BTC When sentiment is this bad and fundamentals are this strong history says the next move is up not down"  
[X Link](https://x.com/anyuser/status/1956320582737309870)  2025-08-15T11:42Z [----] followers, 43.7K engagements


"$MSTR isnt broken. Its in price discovery mode the market is figuring out its true mNAV. With Saylor stacking more #BTC per share fair mNAV should be well [--]. But until the market agrees on the number expect chop and lag. When discovery ends $MSTR could snap back to tracking BTC like clockwork"  
[X Link](https://x.com/anyuser/status/1956352716823011780)  2025-08-15T13:50Z [----] followers, [----] engagements


"$MSTR put options are pricing in a collapse. If mNAV compresses to [--] MSTR goes to $230/share. Youd still make 26%/yr selling monthly $230 puts (mNAV = 1) collateralized with $STRC. Options let you win even if the bears are right. This is fear premium at play"  
[X Link](https://x.com/anyuser/status/1956380537846673903)  2025-08-15T15:40Z [----] followers, [----] engagements


"Theres a way to farm $MSTYs payouts without watching your NAV rot. Sell monthly ATM covered calls. 2535% a year in premiums Use the premium to buy more $MSTY shares The extra shares offset the NAV erosion Since $MSTYs price naturally drifts down as distributions are paid covered calls turn that weakness into an edge by lowering your cost basis. Stop holding $MSTY naked. Sell calls recycle premium slow the bleed"  
[X Link](https://x.com/BTCoptioneer/status/1956697529753428267)  2025-08-16T12:40Z [----] followers, [----] engagements


"$MSTR isnt weak. Its being pinned. Hedge funds and traders are running the BTC-long / MSTR-short trade crushing mNAV toward [--] betting Saylor cant escape. But every week BTC/share rises. The spring keeps tightening. When the trade breaks shorts must unwind and buy MSTR back. If issuance slows the snapback will be violent. Dont miss it"  
[X Link](https://x.com/anyuser/status/1956712339463393413)  2025-08-16T13:39Z [----] followers, 227K engagements


"Degen traders fleeing $MSTR is how the real game begins. #Bitcoin dominance is down 4.65% this month. Speculators who bid $MSTR $500 in Nov [--] and mNAV [--] are chasing shinier toys like ETH treasuries altcoins whatever. Let the tourists leave. Meanwhile Strategy raised $6B in [--] months through preferreds. YTD BTC yield: 25%. Fundamentals are rock solid. Once the market settles on fair mNAV smart money will keep buying $MSTR and the preferreds. The flywheel accelerates. Speculators selling doesnt change the game. Stay the course"  
[X Link](https://x.com/BTCoptioneer/status/1957145334649696735)  2025-08-17T18:19Z [----] followers, [----] engagements


"@AdamBLiv Investing in yourself now means taking out a student loan and buying BTC with it"  
[X Link](https://x.com/BTCoptioneer/status/1957198901137588251)  2025-08-17T21:52Z [----] followers, [----] engagements


"The market doubts $MSTR now but the preferreds say the story isnt over. $STRF & $STRK are trading above liquidation preference. Bullish for MSTR since Saylor can lean on ATMs to raise more BTC war chest capital. $STRC is trickier. It is trading below liquidation preference and is more volatile than expected. If Strategy pins STRC to $99101 it becomes an unlimited BTC capital machine. Yes theres uncertainty but the preferreds are strong and the upside is massive if Saylor solves STRC stability. Patience panic"  
[X Link](https://x.com/anyuser/status/1957466199870128170)  2025-08-18T15:34Z [----] followers, 10.8K engagements


"$STRC down 2.8% is the market screaming that $MSTRs iPhone moment was an illusion. But remember when the iPhone launched analysts said Apple had no moat. Markets stay irrational longer than you think and the question is whether Saylor can outlast them. He survived [----]. My bet is he can do it again"  
[X Link](https://x.com/anyuser/status/1957883855941009510)  2025-08-19T19:14Z [----] followers, 12.4K engagements


"Every great innovation looks like a mistake until the market catches up. $MSTR preferreds are the best fixed income ever created. But the audience is the problem. Risk-averse TradFi bond managers wont trust the preferreds until they trust Bitcoin. Saylor isnt wrong. He is just early"  
[X Link](https://x.com/anyuser/status/1957961242317905944)  2025-08-20T00:21Z [----] followers, [----] engagements


"There are [--] kinds of $MSTR investors: BTC maxis Focus on BTC/share. They care about bitcoin yield compounding. Selloffs dont scare them. They want Saylors machine to stacks more sats per share. Fiat speculators Focus on USD/share. They want $MSTR to move tick-for-tick with BTC. When BTC or MSTR sell off they freak out. They don't fundamentally understand BTC or MSTR's business model. In reality BTC/share keeps growing and USD/share will catch up eventually. Be a maxi. Ignore the noise"  
[X Link](https://x.com/anyuser/status/1958230062609662450)  2025-08-20T18:10Z [----] followers, [----] engagements


"Some people see $MSTR at $340 and panic. Others see $MSTR at $340 and back up the truck. [--] years from now when BTC is $1M and $MSTR $15k the divide will be obvious. One side will be celebrating generational wealth. The other will be explaining why they sold too early"  
[X Link](https://x.com/BTCoptioneer/status/1958502609360130276)  2025-08-21T12:13Z [----] followers, [----] engagements


"The options market is telling you $MSTR wont make the S&P [---]. Sep/Oct $400 calls at 55% IV shows that traders are not betting on it. They think inclusion is unlikely given TradFi didnt validate earnings as real. But if inclusion comes stock rips and IV explodes. $350-400 calls (late Sep/early Oct) = clean speculative play that will either print or go to $0"  
[X Link](https://x.com/BTCoptioneer/status/1958613983029813612)  2025-08-21T19:35Z [----] followers, [----] engagements


"$MSTR is turning boring. Because theyre underleveraged. Debt/BTC NAV = 11% Pref divs/BTC NAV 1% They can survive an 80-90% BTC drawdown. But safety is not torque. If Saylor wants vitality back he needs to issue more prefs with higher yields to attract capital. More capital = more BTC buys = more leverage. This is how $MSTR can continue outperforming #BTC long term"  
[X Link](https://x.com/anyuser/status/1959361173549207708)  2025-08-23T21:04Z [----] followers, [----] engagements


"Without $MSTR common ATM Bitcoin treasury growth stalls and fiat wins. $MSTR issuing common stock above [--] mNAV isnt dilution. Its accretive BTC per share. Every ATM sale = more Bitcoin. Every paused ATM = slower accumulation. Bitcoiners need companies stacking BTC for the speculative attack on fiat to work. The ATM is their most powerful tool until preferred demand ramps up"  
[X Link](https://x.com/anyuser/status/1959978905349026180)  2025-08-25T13:59Z [----] followers, [----] engagements


"For now [---] mNAV is the support for $MSTR. The market is saying BTC/share can grow another 50% in the coming years. But thats still too conservative. TradFi keeps labeling BTC as risky. Once $MSTR enters the S&P [---] climbs toward a top-10 slot and prefs demand builds TradFi will have no choice but to wake up. Thats when mNAV expands"  
[X Link](https://x.com/anyuser/status/1960335980818272404)  2025-08-26T13:38Z [----] followers, [----] engagements


"The stage is set for an explosive move up in $MSTR. Sentiment is crushed and most of the bears are already out. Now all it takes is one catalyst: -Investment-grade rating -Prefs gaining real demand -S&P [---] inclusion Any one of these flips the script leading to rapid mNAV expansion"  
[X Link](https://x.com/anyuser/status/1960686236282073376)  2025-08-27T12:50Z [----] followers, [----] engagements


"@pete_rizzo_ Its fascinating how these whales dont understand what they own"  
[X Link](https://x.com/anyuser/status/1961520201284850144)  2025-08-29T20:03Z [----] followers, 10.2K engagements


"$MSTR thesis hasnt changed. The whales can dump. The govt can refuse to buy it. Powell can cling to high rates. None of it matters. #BTC is scarce. Secure. Capped at 21M. $MSTR controls 630000+ and is using it to issue superior fixed income instruments that the market cant ignore forever. This isnt noise. This is unstoppable. Sit tight. The ride is just beginning"  
[X Link](https://x.com/anyuser/status/1961780224825127113)  2025-08-30T13:17Z [----] followers, [----] engagements


"Everyones ready for a bull market. Almost no one is ready for a bear. $MSTR is. It can survive an 8090% BTC drawdown with current leverage. Saylor positioned it to be unkillable. Thing about bear markets is - Almost nobody sees it coming. Thing about bear markets is - Almost nobody sees it coming"  
[X Link](https://x.com/anyuser/status/1962147629829177579)  2025-08-31T13:37Z [----] followers, [----] engagements


"Betting against $MSTR prefs is betting against millennials retiring. Bonds are crushed by M2 expansion leading to negative real returns. S&P [---] is too volatile for someone nearing retirement. Real estate is out of reach for most. The alternative: BTC + BTC-backed fixed income ( $STRC $SKRF $STRD $STRK). BTC gives scarcity and upside. Prefs provide yield and stability. The 60/40 you know is dead. The future efficient frontier: 60% BTC / 40% prefs. And $MSTR will be the leader in that game"  
[X Link](https://x.com/anyuser/status/1962189668956746056)  2025-08-31T16:24Z [----] followers, [----] engagements


"$STRC success S&P [---] inclusion. With dividend increase to $10 demand will increase leading to $100/share. And Saylor will get access to unlimited buying power. This is the cleanest way for $MSTR to scale leverage safely. If $STRC wins the volatility comes back and the mNAV rises"  
[X Link](https://x.com/anyuser/status/1962692777365409891)  2025-09-02T01:43Z [----] followers, 34.2K engagements


"$STRC isnt a short-term savings account yet as annualized vol is still 14% since launch. But as liquidity builds and dividends get adjusted volatility will grind lower and price stability will follow. Its only a matter of time (and more inflows) before $STRC becomes the closest thing to a yield-bearing savings account backed by Bitcoin"  
[X Link](https://x.com/BTCoptioneer/status/1963031562179514522)  2025-09-03T00:09Z [----] followers, 11.5K engagements


"$STRC up 0.25% while $MSTR is tanking. Bullish for Strategy. Long-term success depends on prefs decoupling + staying stable. Fixed income hates volatility and the smoother prefs trade the more capital theyll attract. If prefs are highly correlated with $MSTR common they will not scale. Time will tell but so far so good"  
[X Link](https://x.com/anyuser/status/1963283617699762267)  2025-09-03T16:51Z [----] followers, [----] engagements


"$MSTR at $330 with BTC near $109K while Nasdaq is trying to restrict "crypto" purchases. Its just noise since Nasdaq cant ban companies from buying commodities. Bitcoiners are finally learning to tune out the FUD"  
[X Link](https://x.com/anyuser/status/1963656327764611361)  2025-09-04T17:32Z [----] followers, [----] engagements


"$MSTR selling off after the S&P [---] announcement = proof inclusion was partly priced in. The real alpha: December rebalance is still in play. Maybe Saylor just needs a few more sneaker sales to get there. With 50% expecting $MSTR to join the S&P [---] in September thats probably priced in. The odds are likely lower because most earnings still come from BTC not operations. If you have options open be ready to roll positions to capture elevated volatility or avoid assignment. With 50% expecting $MSTR to join the S&P [---] in September thats probably priced in. The odds are likely lower because most"  
[X Link](https://x.com/anyuser/status/1964097207222546522)  2025-09-05T22:44Z [----] followers, [----] engagements


"People panic over $MSTR -45% since ATH. Amazon did -94% in [----] before gaining 65800%. $MSTR sits on 636K BTC. 30x in [--] years isnt far fetched"  
[X Link](https://x.com/anyuser/status/1964412122378436751)  2025-09-06T19:35Z [----] followers, 16.2K engagements


"Most dont realize how much cushion $MSTR really has. Debt: $8.2B Prefs: $6.5B BTC holdings: $71.5B BTC could drop 80% and $MSTR could still pay off all its debt and return capital to pref holders. These prefs are incredible safe and the market will realize it sooner or later"  
[X Link](https://x.com/anyuser/status/1965053024512233926)  2025-09-08T14:02Z [----] followers, [----] engagements


"The tourists are gone. Whats left is Saylors real vision: Bitcoin-backed credit. $MSTR isnt just a BTC proxy anymore. Its building a new credit system. Fiat instruments cant match the yield without piling on risk. If you believe in Bitcoin credit $MSTR is your bet. If you dont just hold BTC. Saylor hasnt been wrong yet https://twitter.com/i/web/status/1968675320002658515 https://twitter.com/i/web/status/1968675320002658515"  
[X Link](https://x.com/anyuser/status/1968675320002658515)  2025-09-18T13:55Z [----] followers, [----] engagements


"$STRF $STRC $STRK $STRD arent on Robinhood yet. Once they are expect serious flows and a rally. Access = demand"  
[X Link](https://x.com/anyuser/status/1968752105386086799)  2025-09-18T19:00Z [----] followers, 11.3K engagements


"@thepowerfulHRV $MSTY holders retired their wives to a new husband"  
[X Link](https://x.com/anyuser/status/1971010946798846332)  2025-09-25T00:36Z [----] followers, [----] engagements


"@BitcoinNewsCom Its all data fitting. Nobody knows what happens next. We just know Bitcoin is going up in the long run"  
[X Link](https://x.com/BTCoptioneer/status/1971959486270390736)  2025-09-27T15:25Z [----] followers, [----] engagements


"@BitcoinNewsCom It does not even matter if BTC was created by the CIA. It is open source and decentralized so nobody can control it now"  
[X Link](https://x.com/anyuser/status/1981079617856225492)  2025-10-22T19:26Z [----] followers, [----] engagements


"@palmBTCx Short-term options buying is gambling. Long-term options buying is leverage. Short-term options selling is income generation. Long-term options selling doesnt exist"  
[X Link](https://x.com/anyuser/status/1981363559385756016)  2025-10-23T14:14Z [----] followers, [----] engagements


"$MSTR underperforming this year is irrelevant. You need a 4-year time horizon if youre buying Bitcoin. And an even longer one if youre buying amplified Bitcoin like $MSTR. The market rewards the patient"  
[X Link](https://x.com/anyuser/status/1984631082893881678)  2025-11-01T14:38Z [----] followers, [----] engagements


"@SimplyBitcoin The joke is on them because French people are about to lose a bunch of Bitcoin in boating accidents"  
[X Link](https://x.com/anyuser/status/1985449842311881203)  2025-11-03T20:51Z [----] followers, [----] engagements


"@SimplyBitcoin The EU is a sinking ship. In a couple of decades there will be Bitcoin hubs where people can go to get away from all this BS"  
[X Link](https://x.com/BTCoptioneer/status/1987567666911912308)  2025-11-09T17:07Z [----] followers, [----] engagements


"Adam is directionally right but he ignores inflation. Income without growth is still decay. This is how you use $STRC as collateral and layer on Bitcoin upside so your stack actually compounds. Structure: Buy IBIT [--] call Sell IBIT [--] put 2-year expiry $10000 of $STRC per lot as collateral Result: $STRC yield funds your lifestyle Synthetic IBIT = Bitcoin upside Purchasing power protected against debasement Income and upside. Same capital. Different retirement math. Did you know you can retire with just $909000 and never work again Forget the 4% Rule. That old advice said you needed $2.5"  
[X Link](https://x.com/anyuser/status/2012907014179946694)  2026-01-18T15:16Z [----] followers, 11.3K engagements


"The $IBIT options market is pricing 1% odds of Bitcoin making a new ATH before year-end"  
[X Link](https://x.com/BTCoptioneer/status/2002420387632844908)  2025-12-20T16:46Z [----] followers, [---] engagements

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