#  @DavidRoever David Röver David Röver posts on X about $mtplf, bitcoin, $btc, $mstr the most. They currently have [---------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1569052378376146947/interactions)  - [--] Week [-----] +42% - [--] Month [------] -51% - [--] Months [-------] +176,814% ### Mentions: [--] [#](/creator/twitter::1569052378376146947/posts_active)  - [--] Week [--] -53% - [--] Month [--] -55% - [--] Months [---] +32,000% ### Followers: [---------] [#](/creator/twitter::1569052378376146947/followers)  - [--] Week [---] +0.42% - [--] Month [---] +13% - [--] Months [---] +42% ### CreatorRank: [---------] [#](/creator/twitter::1569052378376146947/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [finance](/list/finance) [automotive brands](/list/automotive-brands) [countries](/list/countries) [currencies](/list/currencies) [exchanges](/list/exchanges) [travel destinations](/list/travel-destinations) **Social topic influence** [$mtplf](/topic/$mtplf), [bitcoin](/topic/bitcoin), [$btc](/topic/$btc), [$mstr](/topic/$mstr), [$alcpb](/topic/$alcpb), [in the](/topic/in-the), [mstr](/topic/mstr), [if you](/topic/if-you), [$strc](/topic/$strc), [sentiment](/topic/sentiment) **Top accounts mentioned or mentioned by** [@zynxbtc](/creator/undefined) [@adambliv](/creator/undefined) [@romeoinvest](/creator/undefined) [@driskdave](/creator/undefined) [@gerovich](/creator/undefined) [@btcoverflow](/creator/undefined) [@hillerydan](/creator/undefined) [@roaringragnar](/creator/undefined) [@strategy](/creator/undefined) [@dylanleclair](/creator/undefined) [@saylor](/creator/undefined) [@thebtctherapist](/creator/undefined) [@eneadenkt](/creator/undefined) [@lynaldencontact](/creator/undefined) [@quintenfrancois](/creator/undefined) [@mikealfred](/creator/undefined) [@metaplanet](/creator/undefined) [@hermeslux](/creator/undefined) [@giovann35084111](/creator/undefined) [@thebtcpharaoh](/creator/undefined) **Top assets mentioned** [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Strategy Incorporated (STRF)](/topic/$strf) [Asset Entities Inc. (ASST)](/topic/$asst) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [Tesla, Inc. (TSLA)](/topic/$tsla) [BlackRock Inc (BLK)](/topic/blackrock) [Duolingo, Inc. (DUOL)](/topic/$duol) ### Top Social Posts Top posts by engagements in the last [--] hours "@DylanLeClair_ Why is Metaplanet still not on Robinhood available:)" [X Link](https://x.com/DavidRoever/status/1943001591612641619) 2025-07-09T17:37Z [---] followers, [---] engagements "Just bought some fresh shares of $MTPLF Sentiment is still bad right now and price remains at [----] non-diluted mNAV. Happy to buy here :)" [X Link](https://x.com/BitcoinbyHeart/status/1982850965347750093) 2025-10-27T16:44Z [---] followers, [---] engagements "@AdamBLiv This is greatly bullish. Now they're embedded in the system. Looking forward to the day seeing an some A-rating here :) also $MTPLF will follow here" [X Link](https://x.com/BitcoinbyHeart/status/1982869815099547768) 2025-10-27T17:59Z [---] followers, [---] engagements "We're setting a floor here to the market. Great move shows huge flexibility :) let's ride ist up again $MTPLF *Notice Regarding the Establishment of Share Repurchase Program* https://t.co/GBNY8fJfv4 *Notice Regarding the Establishment of Share Repurchase Program* https://t.co/GBNY8fJfv4" [X Link](https://x.com/BitcoinbyHeart/status/1983055319707041978) 2025-10-28T06:16Z [---] followers, [----] engagements "Love to see that. Setting a framework showing flexibility:) that's why $MTPLF is my single largest position 🔥🔥 *Notice Regarding the Establishment of Capital Allocation Policy* https://t.co/GKo9dOktBB *Notice Regarding the Establishment of Capital Allocation Policy* https://t.co/GKo9dOktBB" [X Link](https://x.com/BitcoinbyHeart/status/1983056903627255845) 2025-10-28T06:23Z [---] followers, [---] engagements "The credit rating is extremly poor done indeed. However huge milestone for the whole industry. I am excited for the future as BTC and BTCTCs will mature 🔥🔥 $MSTR $MTPLF I have lots of beef with how S&P assessed MSTR's credit rating but by far the biggest is below- Any asset owner would understand this is completely illogical. This doesn't just ignore Bitcoin's contribution to balance sheet resilience (hello uncorrelated) it penalizes it. https://t.co/HxCjMMPoEp I have lots of beef with how S&P assessed MSTR's credit rating but by far the biggest is below- Any asset owner would understand" [X Link](https://x.com/BitcoinbyHeart/status/1983166939527794731) 2025-10-28T13:40Z [---] followers, [---] engagements "@dRiskDave Yup :) I think it is especially great that they left open the possibilty to buy back shares at an mNAV of above [--]. Altough it would bei more beneficial there to buy BTC from a BTC/share metric-point of view it gives the shortsellers now less certanty I am loving this move 🔥🔥" [X Link](https://x.com/BitcoinbyHeart/status/1983178402468348003) 2025-10-28T14:25Z [---] followers, [----] engagements "@Croesus_BTC @fouryearcycle Landscape is changing. $MSTR is getting rated and $MTPLF is declaring war to the short sellers. Excited to see what you guys 're cooking at $TSWCF" [X Link](https://x.com/BitcoinbyHeart/status/1983185348969775303) 2025-10-28T14:53Z [---] followers, [---] engagements "More than the entire market cap of $BTC incredible Gold toppin' FED is ending QT. ISM is about to rip. Can't wait to see the next move in Bitcoin. 👀 .and meanwhile $MSTR finally gets its first S&P Global rating. Still day [--] for the whole industry JUST IN: Gold has lost nearly $3.4 trillion in market cap in the last week. Was $4400 the top https://t.co/TGDM6mU5kS JUST IN: Gold has lost nearly $3.4 trillion in market cap in the last week. Was $4400 the top https://t.co/TGDM6mU5kS" [X Link](https://x.com/BitcoinbyHeart/status/1983205654295711972) 2025-10-28T16:14Z [---] followers, [---] engagements "@hillery_dan it will indeed 🔥 guessing $MSTR and $MTPLF to take advantage of that :)" [X Link](https://x.com/BitcoinbyHeart/status/1983210232651112883) 2025-10-28T16:32Z [---] followers, [---] engagements "Maybe we won't see mNAVs of [--] etc. again. However I do believe we will see 2x mNAV again when sentiment turns bullish again therefore allowing for accretive dilution to boost BTC/Share :) also companies are getting less dependent on mNAVs with prefs and companies like $MTPLF now can arb negative mNAVs as well 😉" [X Link](https://x.com/BitcoinbyHeart/status/1983232138972442965) 2025-10-28T17:59Z [---] followers, [---] engagements "(1/2) Key takeaways from the report of $MTPLF Note that the report generally mainly contains information already published in the Phase-II presentation published on October 1st. 1) Despite recent headwinds in the BTCTC-sector from a price point of view managment obviously is as focused as ever and stick to their Bitcoin-Target of [------] BTC in [----] and [------] Bitcoin in [----] 2) Phase II really emphasizes the company seeking to be a Bitcoin-infrastructure play therefore differentiating themself more and more from the "Bitcoin-ETF"-narritive for BTCTCs (wish in my view is strictly false). By" [X Link](https://x.com/BitcoinbyHeart/status/1983491519240618479) 2025-10-29T11:10Z [---] followers, [----] engagements "3) While this was already known they summarize a few interesting facts: With the international offering they allocated [--] % (20.4bn) to their BTC-option-strategy. Updated operating profit is expected to be 4.7bn OP up 13x YoY. 4) For investors the most interesting part of the story should be the preferred shares. Metaplanets class A & B-shares have been registered and out of Dylans latest posts you can read them being already in talks with the TSE for a potential public listing. Metaplanet is expecting Preferred Shares to launch in Q1 of [----] (honestly a litte later than I have hoped for) 5)" [X Link](https://x.com/BitcoinbyHeart/status/1983491522822590906) 2025-10-29T11:10Z [---] followers, [---] engagements "almost any usage of money will show to have been a bad investment compared to $BTC and their best infrastructure plays $MSTR $MTPLF $ALCPB 🔥🔥 Bitcoin is the hurdle rate" [X Link](https://x.com/BitcoinbyHeart/status/1983493463556448409) 2025-10-29T11:17Z [---] followers, [---] engagements "I believe so yes :) Since the cycle itself was mostly driven by the underlying business cycle yeah probably. also the impact of the halving gets everytime less and less since the amount of newly issued $BTC is less in relative to the already existing supply. With the BTC-ETFs and BTCTCs here entering the scene (mainly $MSTR $MTPLF) the cycle seem to be a lot more institutional driven and slowly Bitcoin as an asset seem to mature a little bit. But liquidity is still rising I expect us to have maybe a 5-year cycle this time. Generally speaking. volatility is going to get lower and lower with" [X Link](https://x.com/BitcoinbyHeart/status/1983511057004888182) 2025-10-29T12:27Z [---] followers, [---] engagements "@ZynxBTC In Saylors words: "Volatility is vitality" 🔥 .and it definitly cuts both ways. $MTPLF and other BTCTCs will catch the volitlity to the upside again delivering shareholder value. .and sadly people will fomo-in at the top again :/" [X Link](https://x.com/BitcoinbyHeart/status/1983528501417500682) 2025-10-29T13:37Z [---] followers, [---] engagements "With fed-rates going down over the next year a repricing of preferred shares is imminent enableing MSTR to get an even better deal arbing the BTC/USD-trade. Many bulls have left the playground getting frustrated by short-term price-action. Meanwhile the fundamentals are as strong as they've ever been. Great visual by @Croesus_BTC Showing how $MSTR is changing the current finance-landscape. I'm here for the long ride. Will be a volatile one of course. But will be a great one 🚀🚀" [X Link](https://x.com/BitcoinbyHeart/status/1983529739420647860) 2025-10-29T13:41Z [---] followers, [---] engagements "@RoaringRagnar at some point in time tradfi will wake up to the BTC/USD arb-trade. by then it'll be to late. $MSTR is already a top five company in the world. we just need to give it a little bit time ;)" [X Link](https://x.com/BitcoinbyHeart/status/1983531368534384687) 2025-10-29T13:48Z [---] followers, [---] engagements "@vincent13031925 @saylor The risk-adjusted profits one can make right now with $BTC and the best infrastructure plays like $MSTR $ $MTPLF are unreal 🔥🔥" [X Link](https://x.com/BitcoinbyHeart/status/1983555775533580453) 2025-10-29T15:25Z [---] followers, [---] engagements "FED cuts by 25bps QT announced to end A lot of people in my timeline bearish. $BTC about to melt faces I guess :) $MSTR $MTPLF $ALCPB JPM: "today will be the fifth time that the Fed cuts rates with the S&P [---] at all-time highs. All prior instances the S&P [---] was higher a year later with an average return of 20%. The worst one-year return was a 15% gain which occurred last year." https://t.co/ExtLTgLguo JPM: "today will be the fifth time that the Fed cuts rates with the S&P [---] at all-time highs. All prior instances the S&P [---] was higher a year later with an average return of 20%. The worst" [X Link](https://x.com/BitcoinbyHeart/status/1983605051357859954) 2025-10-29T18:41Z [---] followers, [---] engagements "FED cuts by 25bps QT announced to end in December 1st A lot of people in my timeline bearish. $BTC about to melt faces I guess :) $MSTR $MTPLF $ALCPB JPM: "today will be the fifth time that the Fed cuts rates with the S&P [---] at all-time highs. All prior instances the S&P [---] was higher a year later with an average return of 20%. The worst one-year return was a 15% gain which occurred last year." https://t.co/ExtLTgLguo JPM: "today will be the fifth time that the Fed cuts rates with the S&P [---] at all-time highs. All prior instances the S&P [---] was higher a year later with an average return" [X Link](https://x.com/BitcoinbyHeart/status/1983605582218326027) 2025-10-29T18:43Z [---] followers, [---] engagements "@BTCBULLRIDER Not at all crazy. Actually I am a firm believer that this even is sort of a bearish take 😁 what related equities then might do over that timeframe 👀👀 . we'll see $MSTR $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/1983615526816682396) 2025-10-29T19:22Z [---] followers, [---] engagements "Hey Climb :) many imteresting thoughts there. As many things in investing it hugely comes down to a personal risk tolerance vs. the wish of savety. In that regard I personally think that BTCTCs are an investing vehicle for whole hearted Bitcoiner which generally wish to have a large part of their portfolio invested in $BTC and therefore feel naturally save in BTC-related equity as well. That or people/institutions who for some reasons don't have access to self custodied BTC or something similar. In that case it might make sense yo lever up a little by buying BTCTCs like $MSTR and $MTPLF." [X Link](https://x.com/BitcoinbyHeart/status/1983640868872712629) 2025-10-29T21:03Z [---] followers, [--] engagements "To by honest I had no idea $STRC was tax-free. That is a huge deal If Mr. Market awakes to that. 👀👀 Saylor telling you how you can get 10% tax-free dividends with $STRC: "The tax-equivalent yield is 16-20%. It's like a bank paying you 20% interest. It's because we're built on Bitcoin. A Bitcoin treasury company is the most tax-efficient fixed income generator in the world." https://t.co/uAx8P1DZcO Saylor telling you how you can get 10% tax-free dividends with $STRC: "The tax-equivalent yield is 16-20%. It's like a bank paying you 20% interest. It's because we're built on Bitcoin. A Bitcoin" [X Link](https://x.com/BitcoinbyHeart/status/1983657750766006505) 2025-10-29T22:10Z [---] followers, [---] engagements "Another slight-up day for $MTPLF while BTC was flat. Simon and Dylan already started buy back some shares or is sentiment slowly turning around 👀 👀" [X Link](https://x.com/BitcoinbyHeart/status/1983827890023067762) 2025-10-30T09:26Z [---] followers, [---] engagements "I'm hearing a lot of people talking about the rotation from gold to $BTC happening soon. While I do see Gold having topped for the moment and Bitcoin being about to break out I do struggle a bit with the narritive of Gold investors selling gold to buy Bitcoin. From my personal experience I've seen a lot of Bitcoin enthusiasts also liking gold. I haven't seen a lot of passionated gold-investors liking Bitcoin. We'll see hope I'm wrong on that one 😇 BTC/Gold bounced back from its strong support level. Liquidity is now rotating from Gold into Bitcoin. I think this could continue for 4-6 weeks" [X Link](https://x.com/BitcoinbyHeart/status/1983892055186129229) 2025-10-30T13:41Z [---] followers, [--] engagements "Incredible that nowdays $BTC [------] $ ist a dip. .people used yo dream of that. Still somehow many people achieve to be bearish here. Keep it simple buy the dip 🔥🔥 Buy the dip ✊ https://t.co/MiSzg93nd6 Buy the dip ✊ https://t.co/MiSzg93nd6" [X Link](https://x.com/BitcoinbyHeart/status/1983903286219399588) 2025-10-30T14:26Z [---] followers, [--] engagements "@dRiskDave @SahilZaveriMD hmm. and a small allocation to $ALCPB" [X Link](https://x.com/BitcoinbyHeart/status/1983928500739363069) 2025-10-30T16:06Z [---] followers, [---] engagements "Bitcoin as a Base-Layer This thread is aimed at expressing some thoughts on the Bitcoin Treasury Company plays (BTC-TCs). Therefore I expect readers to already have a deep understanding of $BTC itself. If you are new to the topic this thread may not be the right fit. I recommend researching other sources first. A good place to start would be classics like: "The Bitcoin Standard" by Saifedean Ammous "Broken Money" by @LynAldenContact To keep it short: I believe Bitcoin is clearly the best store of value by a wide margin and I expect the price to rocket over the next decade. 🚀🚀 I foresee a" [X Link](https://x.com/BitcoinbyHeart/status/1983954049486426547) 2025-10-30T17:48Z [---] followers, [--] engagements "The Engine of Growth: BTC/Share The second key layer is the BTC/share held by the company. If we want our Bitcoin Treasury Companies (BTC-TCs) to outperform this metric must growwe call this BTC-Yield (a growth in BTC/share) Depending on a BTC-TC's lifecycle there are two primary tools used to generate this yield: 1) Accretive Issuance (when at a Premium) This involves selling new shares when the companys stock trades at a premium (higher than its Net Asset Value or NAV) and using the cash to buy more Bitcoin. Example: If [--] share represents $100 in BTC but the market price is $120 (a 20%" [X Link](https://x.com/BitcoinbyHeart/status/1983954053454254521) 2025-10-30T17:48Z [---] followers, [--] engagements "The Market Multiplier: Understanding mNAV Coming to the last variable: the mNAV (Market-to-Net Asset Value). Simply put the mNAV is the Price-to-Book metric for a BTC-TC representing the market's valuation of the Bitcoin held on the company's books. Over the long term its hard to justify paying an mNAV of 5x or 10x for a company already holding hundreds of thousands of Bitcoin. At the same time its likewise hard to justify why the long-term mNAV of a Bitcoin-holding company should ever be lower than 1x.I believe we'll see many fluctuations but ultimately mNAVs may settle in a range of 1x to" [X Link](https://x.com/BitcoinbyHeart/status/1983954056788787394) 2025-10-30T17:48Z [---] followers, [--] engagements "@TheBTCTherapist One by one the bricks fall. Bitcoin is inevitable:)" [X Link](https://x.com/BitcoinbyHeart/status/1983965189566501022) 2025-10-30T18:32Z [---] followers, [---] engagements "Yup 💯 agreed. Great news for $MTPLF bad for all the rest 🙈 There is not going to be a trillion dollar Bitcoin Treasury company in every major market. Saylor and Phong have just told us that Strategy are quite far down the line in issuing Preferreds in other markets across the world. Saylor himself said this. "So when we do it There is not going to be a trillion dollar Bitcoin Treasury company in every major market. Saylor and Phong have just told us that Strategy are quite far down the line in issuing Preferreds in other markets across the world. Saylor himself said this. "So when we do it" [X Link](https://x.com/BitcoinbyHeart/status/1984142612337451261) 2025-10-31T06:17Z [---] followers, [---] engagements "Don't know but I am definitly going going to find some money to invest even more in our favortie hotel company . Strategy is leaving Metaplanet Japan for the forseeable future $MTPLF 🔥🔥 It looks like Strategy is leaving Metaplanet alone for now :) CLEAR LANE FOR THE JAPANESE HOTEL COMPANY TO COOK WITH THE PREFS https://t.co/CMnE4XF0cI It looks like Strategy is leaving Metaplanet alone for now :) CLEAR LANE FOR THE JAPANESE HOTEL COMPANY TO COOK WITH THE PREFS https://t.co/CMnE4XF0cI" [X Link](https://x.com/BitcoinbyHeart/status/1984152866651857060) 2025-10-31T06:58Z [---] followers, [----] engagements "Honestly don't understand why $MTPLF Is not up on this move $MTPLF : This gives Metaplanet the time they need to launch preferreds and project Nova. They will become the hometown hero. Japanese are very loyal. Strategy knows this. $MTPLF : This gives Metaplanet the time they need to launch preferreds and project Nova. They will become the hometown hero. Japanese are very loyal. Strategy knows this" [X Link](https://x.com/BitcoinbyHeart/status/1984187081027887477) 2025-10-31T09:13Z [---] followers, [----] engagements "On a risk-adjusted basis I do not think there is a better investment than $MTPLF right now 🔥🔥 BTCTC analysis a thread While the BTC Treasury Company (BTC-TC) space is filled with incredibly sophisticated investors I still observe many voices struggling to fully grasp the unique value proposition of some of these companies. $MSTR $MTPLF $ALCPB The mathematically clear BTCTC analysis a thread While the BTC Treasury Company (BTC-TC) space is filled with incredibly sophisticated investors I still observe many voices struggling to fully grasp the unique value proposition of some of these" [X Link](https://x.com/BitcoinbyHeart/status/1984235727304237214) 2025-10-31T12:27Z [---] followers, [----] engagements "@QuintenFrancois Yup :) think so too. Still incredibly bullish in [----] for $BTC" [X Link](https://x.com/BitcoinbyHeart/status/1984240579941949463) 2025-10-31T12:46Z [---] followers, [---] engagements "Now the $BTC bull market can start with all the mayor selling from Steak 'n Shake now disappearing 🤣🤣 Jokes aside nice one guys 🔥🔥 Steak n Shake is announcing the creation of a Strategic Bitcoin Reserve. All payments received in Bitcoin will be placed in our SBR. 🚀 We are donating [---] sats from every Bitcoin meal we sell to Open Sats Initiative Inc. over the next [--] months. 🧡 Make your Bitcoin Steak n Shake is announcing the creation of a Strategic Bitcoin Reserve. All payments received in Bitcoin will be placed in our SBR. 🚀 We are donating [---] sats from every Bitcoin meal we sell to" [X Link](https://x.com/BitcoinbyHeart/status/1984322288053809511) 2025-10-31T18:11Z [---] followers, [--] engagements "@dRiskDave Interesting move. 👀👀 Wonder if there will be a lot of people selling their stacks of smaller BTC-TCs. I really wouldn't bei surprised after that $MSTR MONSTER of an earnings call 🤣 will be definitly interesting to watch" [X Link](https://x.com/BitcoinbyHeart/status/1984323672887476617) 2025-10-31T18:16Z [---] followers, [---] engagements "The only thing I am scared of nowdays. Not only on Halloween 🎃🎃 $BTC This Halloween the only thing to fear is not having enough Bitcoin. This Halloween the only thing to fear is not having enough Bitcoin" [X Link](https://x.com/BitcoinbyHeart/status/1984606020644090031) 2025-11-01T12:58Z [---] followers, [--] engagements "I am honestly extremly thankfull and confused at the same time for the current discount Mr. Market is selling us $MTPLF. Things everytime a way more nuanced then you can present them in a post but. Let's be extremly conservative here: Assumptions by [----] 1) $BTC goes to [--] Million/Coin ( 9.01x from here) 2) Metaplanet only gives us [--] % compound annual BTC-yield in that timeframe ( 2.59x from here) 3) Metaplanet is going to be one of the [--] largest corporate BTC-holder in the world therefore earning a mNAV of like [---] ( 1.442x from here) From here in USD-Terms price would do a 33.6x over ten" [X Link](https://x.com/BitcoinbyHeart/status/1985028925504823460) 2025-11-02T16:59Z [---] followers, [----] engagements "@Leo_Traydes Altough I wouldn't recommend you dividend-stocks at your age If you really wanna go for it go with $STRF $STRK $STRD ;) dividend Is great and you do not pay taxes on them:)" [X Link](https://x.com/BitcoinbyHeart/status/1985271629887263034) 2025-11-03T09:03Z [---] followers, [---] engagements "@traderepublic @traderepublic will we get $STRK $STRC $STRF from $MSTR at some point in time If so when" [X Link](https://x.com/BitcoinbyHeart/status/1985324438968021229) 2025-11-03T12:33Z [---] followers, [--] engagements "Small buys again this week by $MSTR. And sadly mostly funded by the ATM. nevertheless I love it 😊 Nothing stops this 🚆 $BTC Strategy has acquired [---] BTC for $45.6 million at $114771 per bitcoin and has achieved BTC Yield of 26.1% YTD [----]. As of 11/2/2025 we hodl [------] $BTC acquired for $47.49 billion at $74057 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/yJfoyeNzCm Strategy has acquired [---] BTC for $45.6 million at $114771 per bitcoin and has achieved BTC Yield of 26.1% YTD [----]. As of 11/2/2025 we hodl [------] $BTC acquired for $47.49 billion at $74057 per bitcoin. $MSTR $STRC" [X Link](https://x.com/BitcoinbyHeart/status/1985335088645877796) 2025-11-03T13:15Z [---] followers, [--] engagements "👀 next preferred share offering in the space. Honestly I did not expect that to happen so fast. Huge congratulations to the $ASST team here. Very well done Can't wait for the $MTPLF team to finally bring out their preferred share-offering Strive is offering $SATA a new Perpetual Preferred Stock via IPO to select investors. $ASST https://t.co/2wSkGm6REN Strive is offering $SATA a new Perpetual Preferred Stock via IPO to select investors. $ASST https://t.co/2wSkGm6REN" [X Link](https://x.com/BitcoinbyHeart/status/1985369351491399730) 2025-11-03T15:31Z [---] followers, [---] engagements "Th managment team I have full conviction in. $MTPLF Seven flights in seven days. No time for rest when $BTC is on sale. Seven flights in seven days. No time for rest when $BTC is on sale" [X Link](https://x.com/BitcoinbyHeart/status/1986504413230293257) 2025-11-06T18:42Z [---] followers, [----] engagements "The succes of preffs. Still incredibly bullish on them arriving in Japan $MTPLF Strive updates: [--]. SATA listed on Nasdaq following oversubscribed & upsized IPO. [--]. Strive acquired [----] BTC for $162M at $103315 per Bitcoin. As of 11/10/25 we hodl [----] Bitcoin. [--]. New $ASST & $SATA investor presentation released. [--]. $SATA dividends expected to be ROC Strive updates: [--]. SATA listed on Nasdaq following oversubscribed & upsized IPO. [--]. Strive acquired [----] BTC for $162M at $103315 per Bitcoin. As of 11/10/25 we hodl [----] Bitcoin. [--]. New $ASST & $SATA investor presentation released. [--]. $SATA" [X Link](https://x.com/BitcoinbyHeart/status/1987910767803609195) 2025-11-10T15:50Z [---] followers, [---] engagements "These three are the only $BTC-TCs I have full conviction in $MSTR $MTPLF $ALCPB Unpopular opinion right now but the thesis hasn't changed at all. Volatility cuts both ways BTC-TCs like $MTPLF $MSTR or $ALCPB are not a hold for a few months neither for a year. If you understand $BTC and really understand it than you know the timeframes. All BTC-TCs Unpopular opinion right now but the thesis hasn't changed at all. Volatility cuts both ways BTC-TCs like $MTPLF $MSTR or $ALCPB are not a hold for a few months neither for a year. If you understand $BTC and really understand it than you know the" [X Link](https://x.com/BitcoinbyHeart/status/1989679406168903937) 2025-11-15T12:58Z [---] followers, [---] engagements "Sometimes reading these kind of posts make me more bullish haha .) someone here hasn't done his homeworks. $MSTR isn't going anywhere and the odds of Strategy "collapsing" is incredible low since most of their "debt" is in preferred stocks without refinancing-risks. $BTC will be way higher in five years and so will Strategy Im calling it. Next $BTC Black swan is @MicroStrategy collapsing. Im calling it. Next $BTC Black swan is @MicroStrategy collapsing" [X Link](https://x.com/BitcoinbyHeart/status/1990067736953704874) 2025-11-16T14:41Z [---] followers, [---] engagements "I can feel some $STRE and $STRC in the air. :) ig Week https://t.co/a27eg6Kw4v ig Week https://t.co/a27eg6Kw4v" [X Link](https://x.com/BitcoinbyHeart/status/1990068428518879460) 2025-11-16T14:44Z [---] followers, [--] engagements "@BTCBULLRIDER I personally believe that this would come with a price in other conditions of the instrument for example the dividend rate. Wouldn't want a higher interest rate to pay so no. Obviously I'ld take it for free 😂😂" [X Link](https://x.com/BitcoinbyHeart/status/1990734781034676680) 2025-11-18T10:52Z [---] followers, [--] engagements "This is the way to go $BTC My plan is simple: Head down work my ass off to generate as much fiat cashflow as possible and buy as much BTC MTPLF and MSTR I can get my hands on. If your time horizon is 5+ years this is the biggest opportunity of your lifetime. For your last name. For your bloodline. My plan is simple: Head down work my ass off to generate as much fiat cashflow as possible and buy as much BTC MTPLF and MSTR I can get my hands on. If your time horizon is 5+ years this is the biggest opportunity of your lifetime. For your last name. For your bloodline" [X Link](https://x.com/BitcoinbyHeart/status/1991206616029434359) 2025-11-19T18:07Z [---] followers, [--] engagements "It is Here. earlier than I expected. Finally we did it 🔥🔥 $MTPLF Today we announced MERCURY our new Class B perpetual preferred equity. 4.9% fixed dividend. [----] conversion price. A new step in scaling Metaplanets Bitcoin treasury strategy. https://t.co/UtnHA2lPRE Today we announced MERCURY our new Class B perpetual preferred equity. 4.9% fixed dividend. [----] conversion price. A new step in scaling Metaplanets Bitcoin treasury strategy. https://t.co/UtnHA2lPRE" [X Link](https://x.com/BitcoinbyHeart/status/1991448134338376058) 2025-11-20T10:06Z [---] followers, [---] engagements "I need to think a little about the new $MTPLF pref. Mercury in the upcoming days but for now my initial thoughts/feelings: 1) I expected it to come out sometime in Q1_2026. November is way earlier than I expected so I am incredibly impressed. Very well done @gerovich @DylanLeClair and the whole team. Awesome 🔥🔥 2) A [---] % fixed dividend is lower than anticipated and I am glad to see this. I expected more of like 5.5-ish. Obviously [---] % in terms of the JPY is still very attractive why I do believe over time this product will see a lot of demand and adoption. 3) The conversion price of 1000" [X Link](https://x.com/BitcoinbyHeart/status/1991455283265098197) 2025-11-20T10:35Z [---] followers, [--] engagements "I need to think a little about the new $MTPLF pref. Mercury in the upcoming days but for now my initial thoughts/feelings: 1) I expected it to come out sometime in Q1_2026. November is way earlier than I expected so I am incredibly impressed. Very well done @gerovich @DylanLeClair and the whole team. Awesome 🔥🔥 2) A [---] % fixed dividend is lower than anticipated and I am glad to see this. I expected more of like 5.5-ish. Obviously [---] % in terms of the JPY is still very attractive why I do believe over time this product will see a lot of demand and adoption. 3) The conversion price of 1000" [X Link](https://x.com/BitcoinbyHeart/status/1991456570018848985) 2025-11-20T10:40Z [---] followers, [---] engagements "incredibly excited on MARS 🚀 $MTPLF Metaplanet will be issuing MARS - their version of STRC. Metaplanet Adjustable Rate Security Variable-rate dividend depending on market share price level. No dilution of common shares no conversion rights into common shares. https://t.co/fPuMQo2aE1 Metaplanet will be issuing MARS - their version of STRC. Metaplanet Adjustable Rate Security Variable-rate dividend depending on market share price level. No dilution of common shares no conversion rights into common shares. https://t.co/fPuMQo2aE1" [X Link](https://x.com/BitcoinbyHeart/status/1991458700503249104) 2025-11-20T10:48Z [---] followers, [--] engagements "$MTPLF just announced their version of $STRC coming soon. :) Metaplanet has simultaneously announced it's new intended capital structure with Class A being proposed to be amended in structure. MARS (Class A) Metaplanet Adjustable Rate Security A senior non-dilutive preferred equity instrument. MARS aim is to deliver monthly dividends Metaplanet has simultaneously announced it's new intended capital structure with Class A being proposed to be amended in structure. MARS (Class A) Metaplanet Adjustable Rate Security A senior non-dilutive preferred equity instrument. MARS aim is to deliver" [X Link](https://x.com/BitcoinbyHeart/status/1991466047850049806) 2025-11-20T11:18Z [---] followers, [---] engagements "$MTPLF .interesting. :)" [X Link](https://x.com/BitcoinbyHeart/status/1991466831069212779) 2025-11-20T11:21Z [---] followers, [--] engagements "@ZynxBTC depending on the timeframe they will do far better then 10x ;)" [X Link](https://x.com/BitcoinbyHeart/status/1992174083509801101) 2025-11-22T10:11Z [---] followers, [---] engagements "@Venu_7_ $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/1992590330672321025) 2025-11-23T13:45Z [---] followers, [---] engagements "Should be no surprise by now. Anyway this should be prove enough of an onegoing war against $BTC & $MSTR (and the whole BTCTC-space out there). With the introduction of $STRC Strategy is now openly compeding with banks for money meant to generate income. Therefore don't BE surprised if we see more headwinds more FUD and more pain in the near term. This is the time to show your conviction if you have any. But Bitcoin buy Strategy. Over the long run we'll be fine. Hang in guys JUST IN: $4.6 trillion JP Morgan just revealed they sold [------] ($134 million) Strategy $MSTR shares." [X Link](https://x.com/BitcoinbyHeart/status/1992926714012316103) 2025-11-24T12:02Z [---] followers, [---] engagements "Yup. Good list of predictions here. I would add that I do think $MTPLF could seriously be the best performing equity in the world again ;) 🔥🔥 Now is not the time to sell My predictions for 2026: -Bitcoin will be the best performing asset. -Strategy will be the best performing US equity. -Metaplanet will be the best performing equity in Japan. I am taking every opportunity to add to my positions at these levels whilst the FUD is going crazy. My predictions for 2026: -Bitcoin will be the best performing asset. -Strategy will be the best performing US equity. -Metaplanet will be the best" [X Link](https://x.com/BitcoinbyHeart/status/1992927585651786054) 2025-11-24T12:05Z [---] followers, [----] engagements "@TheBTCTherapist Don't short it. Just pull your money out and spread the word. With all the money you hot buy $BTC and $MSTR" [X Link](https://x.com/BitcoinbyHeart/status/1992928163392037375) 2025-11-24T12:07Z [---] followers, [--] engagements "I do lile the way of thinking here and I think $32 Ford $MTPLF is in the cards but I do not believe it. Let's say they double their BTC/share by achieving their [------] BTC- target. Let's say $BTC doubles. Let's say mNAV goes to [---] so we got an increase in valuation of +150% I wouldn't be surprised if in [----] we see Metaplanet hit 5000/share for 3350.T or $32 for $MTPLF. It sounds absurd but the setup here is really incredible. They have already raised $150mil in their pre-IPO for Mercury (class B Preferred) which tells me demand is strong. If I wouldn't be surprised if in [----] we see" [X Link](https://x.com/BitcoinbyHeart/status/1993264994117419159) 2025-11-25T10:26Z [---] followers, [---] engagements "JPM bringing out their own $BTC product is huge deal 🔥🔥 Fundamentally we're stronger then ever. every major Institution let it be BlackRock JPM or the state of Texas is going into Bitcoin. these institutions need Bitcoin None will ever surpass $MSTR. we're just starting" [X Link](https://x.com/BitcoinbyHeart/status/1993750378626863144) 2025-11-26T18:35Z [---] followers, [---] engagements "Great news for $MSTR. Now we have other forms of hedging. Enjoy the day 🔥🔥 $BTC At last IBIT options is finally getting the treatment it deserves Nasdaq just filed to increase options limit to [--] MILLION (from 25k a year ago) Institutional vol is finally here Happy Thanksgiving https://t.co/MpCHxHMW8q At last IBIT options is finally getting the treatment it deserves Nasdaq just filed to increase options limit to [--] MILLION (from 25k a year ago) Institutional vol is finally here Happy Thanksgiving https://t.co/MpCHxHMW8q" [X Link](https://x.com/BitcoinbyHeart/status/1993752235965338063) 2025-11-26T18:42Z [---] followers, [---] engagements "Never to late to pile in. The best moment to buy $BTC was yesterday. The second best day is today :) Work save buy $BTC. A little $MSTR & $MTPLF here and there:) and be grateful for what you have US spot ETFs led by BlackRock launched ONLY in Jan [----] theyve absorbed $35B in net inflows and now hold 5.2% of all BTC in existence. Oh btw Vanguard just entered the game. A decade of resistance is over. Institutional adoption has begun. BTC MSTR and MTPLF to retire US spot ETFs led by BlackRock launched ONLY in Jan [----] theyve absorbed $35B in net inflows and now hold 5.2% of all BTC in existence." [X Link](https://x.com/BitcoinbyHeart/status/1996611284146499923) 2025-12-04T16:03Z [---] followers, [---] engagements "Did this a few months ago. My conviction in $MTPLF is unmatched. So I personally do think on a risk-adjusted basis this is the move. We're still incredibly early. Build conviction and hold this beast over a long time horizon. We're at the start of institutional bitcoinization. $MTPLF: Sold 75% of my H100 position at a loss and rolled it into MTPLF and MSTR. Updated treasury allocation. MTPLF (62.5%) MSTR (36.5%) H100 (0.5%) SWC (0.5%) Yes - I also own BTC in cold storage. $MTPLF: Sold 75% of my H100 position at a loss and rolled it into MTPLF and MSTR. Updated treasury allocation. MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/1997339170990113157) 2025-12-06T16:15Z [---] followers, [---] engagements "This We're at the start of bringing the debt-market to $BTC. Not at the end $MSTR It's extremely encouraging to see the stock react positively to this news even at levels near 1x MNAV. This is a sweet-spot imo. If they can keep cranking common lever at 1.15MNAV without falling below book value it expands the collateral for the prefs which are starting to look It's extremely encouraging to see the stock react positively to this news even at levels near 1x MNAV. This is a sweet-spot imo. If they can keep cranking common lever at 1.15MNAV without falling below book value it expands the" [X Link](https://x.com/BitcoinbyHeart/status/1998385284375814642) 2025-12-09T13:32Z [---] followers, [--] engagements "Must-watch $MTPLF Finance in the 21st century will be built on digital capital powered by digital credit and settled in digital money. A great conversation with @saylor. https://t.co/7PabySD9TR Finance in the 21st century will be built on digital capital powered by digital credit and settled in digital money. A great conversation with @saylor. https://t.co/7PabySD9TR" [X Link](https://x.com/BitcoinbyHeart/status/1998429412035842165) 2025-12-09T16:27Z [---] followers, [---] engagements "@mikealfred 😂😂😂 still my conviction in $MSTR & $MTPLF is unchanged ;)" [X Link](https://x.com/BitcoinbyHeart/status/1998687221705048181) 2025-12-10T09:32Z [---] followers, [----] engagements "Make sure you vote $MTPLF @gerovich you have my proxy. $MTPLF https://t.co/kexfnkdS5M @gerovich you have my proxy. $MTPLF https://t.co/kexfnkdS5M" [X Link](https://x.com/BitcoinbyHeart/status/1999190154695598503) 2025-12-11T18:50Z [---] followers, [---] engagements "Bullish $MTPLF ADR1219 $MPJPY https://t.co/Txb8g7mXXW ADR1219 $MPJPY https://t.co/Txb8g7mXXW" [X Link](https://x.com/BitcoinbyHeart/status/2002046879778169342) 2025-12-19T16:02Z [---] followers, [---] engagements "@AdamBLiv Same here. Have full conviction $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/2002816700379770991) 2025-12-21T19:01Z [---] followers, [---] engagements "Let's ride ist up again. Future is bright for $MTPLF 5/5 Proposals Approved at the @Metaplanet Extraordinary Shareholder Meeting 1) Approve shift of capital stock and capital reserve to capital surplus to increase capacity for preferred share dividends & potential share buybacks. ✅ 2) Increase the total number of authorized 5/5 Proposals Approved at the @Metaplanet Extraordinary Shareholder Meeting 1) Approve shift of capital stock and capital reserve to capital surplus to increase capacity for preferred share dividends & potential share buybacks. ✅ 2) Increase the total number of authorized" [X Link](https://x.com/BitcoinbyHeart/status/2003135679786848451) 2025-12-22T16:08Z [---] followers, [---] engagements "@hillery_dan Anyone knows a timeline for when $STRE will be available for retail investors $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/2003274862878687701) 2025-12-23T01:22Z [---] followers, [---] engagements "@HolySmokas $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/2003573481825595458) 2025-12-23T21:08Z [---] followers, [--] engagements "Incredibly interesting how many $BTC bears start to appear in my X-timeline. Seems like only bears are left. Sentiment is terrible on [-----] usd/bitcoin. I still am extremly confident that $BTC is going to win. Don't get shaken out of the market. [----] will BE incredible If I still owned crypto I'd be running as fast as I could to sell it. Going all in on gold and silver this year was the best decision of my life If you somehow don't own metals you're missing out on generational wealth https://t.co/vBdy7KiXB1 If I still owned crypto I'd be running as fast as I could to sell it. Going all in on" [X Link](https://x.com/BitcoinbyHeart/status/2003896784247308669) 2025-12-24T18:33Z [---] followers, [--] engagements "Also right now is a great time to accumulate BTC-TC. $MSTR $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/2003897022550888663) 2025-12-24T18:34Z [---] followers, [---] engagements "@moninvestor $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/2004641916789596336) 2025-12-26T19:54Z [---] followers, [---] engagements "@cryptogems555 @Metaplanet Yup think so as well:)" [X Link](https://x.com/BitcoinbyHeart/status/2004990213794529520) 2025-12-27T18:58Z [---] followers, [--] engagements "@StockMKTNewz buy the shit out of $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/2005033807452492215) 2025-12-27T21:51Z [---] followers, [---] engagements "Won't stop. Every week they're buying. People still underestimate the scale of this buying pressure over the long run. $BTC $MSTR Back to Orange. https://t.co/J3lnpOObER Back to Orange. https://t.co/J3lnpOObER" [X Link](https://x.com/BitcoinbyHeart/status/2005324967819534441) 2025-12-28T17:08Z [---] followers, [--] engagements "Just watched this one a second time. Really a must watch Not only for Strategy holders but for everyone interested in Bitcoin. Gotta understand what is going to happen over the next decade Fundamentals are stronger then ever $BTC $MSTR $MTPLF I met with @intangiblecoins at my home in Miami to discuss the year in digital assets capital and credit; the latest Bitcoin controversies; and how @Strategy is digitally transforming capital markets and global banking through digital money. https://t.co/RFUgmlQgOc I met with @intangiblecoins at my home in Miami to discuss the year in digital assets" [X Link](https://x.com/BitcoinbyHeart/status/2005325760232673722) 2025-12-28T17:11Z [---] followers, [---] engagements "@dRiskDave There is nothing in life More important than healthy relaationships and time with the loved ones. Everything Else is just an extra ;) happy for you. With u a good start in the next year" [X Link](https://x.com/BitcoinbyHeart/status/2005700316768198971) 2025-12-29T17:59Z [---] followers, [--] engagements "Yup so true. People (sometimes even myself haha) are getting so bulled up on all the infrastructure build around $BTC. I love miners but I do not own any cuz I love BTC-TCs even more. But really the base of all your wealth should be in cold-stored Bitcoin. Buy. Hold. Win. Nothing beats cold-storage Bitcoin. No worries about rehypothecation or insolvency. Your Bitcoin your wealth all protected with just [--] seed words. Even if you prefer to own IBIT or MSTR have [---] BTC in self-custody to reinforce the values of the network. Bitcoin is great. Nothing beats cold-storage Bitcoin. No worries about" [X Link](https://x.com/BitcoinbyHeart/status/2005712307624812785) 2025-12-29T18:47Z [---] followers, [--] engagements "Seems to be more silent nowdays. I like that. Lettuce hands got shaken out. Only convicted individuals remain. Metaplanet is not a stock for [--] months. Volatility cuts both ways. It is a stock for years and decades. $BTC $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/2005713091112362335) 2025-12-29T18:50Z [---] followers, [---] engagements "@EneaDenkt As a language learner/speaker myself I think $DUOL really lacks on some points for which I wouldn't invest. There is a principle in psychology called Desirable Difficulties. Duolingo makes it to easy. Great in user engagement but lack of actual difficulty needed" [X Link](https://x.com/BitcoinbyHeart/status/2005718082589974594) 2025-12-29T19:10Z [---] followers, [---] engagements "@EneaDenkt Do agree here. And I do not tell it ist going to be a bad investment. Wouldn't short it Just say that I am not 💯 convinced snd when there are investments like $BTC or $TSLA out there why pay the opportunity costs. 🤔" [X Link](https://x.com/BitcoinbyHeart/status/2005736762337857621) 2025-12-29T20:24Z [---] followers, [--] engagements "@GrindeOptions $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/2005737608198930572) 2025-12-29T20:28Z [---] followers, [---] engagements "@FieldNas Don't go short silver. Just go even longer $BTC" [X Link](https://x.com/BitcoinbyHeart/status/2005795805165470018) 2025-12-30T00:19Z [---] followers, [--] engagements "Duolingo no alcanza para realmente aprender otro idioma. Solo es un extra - la gran mayoria del aprendizaje tiene que venir de otros mtodos. I think the idea of learning such complex topics like other languages with just one application sounds great but the reality is that their AI would need to improve A LOT. Right now it is a great gamification devise which obviously maybe helps people finding the motivation to learn a language but learning in general is not easy. And by definition it cannot be. Empirical research shows that it gotta be hard for you in order for your brain to adapt at least" [X Link](https://x.com/BitcoinbyHeart/status/2005799479421624614) 2025-12-30T00:33Z [---] followers, [--] engagements "@julianhosp I really don't get why your so desperatly trying to bash $BTC. Zoom out. Over years it beats almost everyting else and that for a reason" [X Link](https://x.com/BitcoinbyHeart/status/2005818376216629619) 2025-12-30T01:49Z [---] followers, [--] engagements "Cuz' 99% of altcoins are trash. Buy Bitcoin. You still got outperformed this year but at least you have some $BTC then 😂😂 I held my altcoins for [--] years just to get ourperformed by fucking silver in [--] days. I held my altcoins for [--] years just to get ourperformed by fucking silver in [--] days" [X Link](https://x.com/BitcoinbyHeart/status/2005823097161531632) 2025-12-30T02:07Z [---] followers, [--] engagements "Yup Might be just a moment but could really be that the "IPO"-moment of $BTC comes to an end soon (@jvisserlabs). Wether it happens now or in a few months Bitcoin is going to crush [----]. Big print loading tailwinds wherever you watch great rotation from metals to Bitcoin is about to begin. :) OG's have stopped selling BTC and are now net buyers. First time this year. OG's have stopped selling BTC and are now net buyers. First time this year" [X Link](https://x.com/BitcoinbyHeart/status/2005825209756958899) 2025-12-30T02:16Z [---] followers, [--] engagements "@dotkrueger Poeple get caught in trying to make a few bucks with a trade. Over the long run debasement won't stop. $BTC is fundamentally just the best store of value we have. With all the institutional and regulatory tailwinds we've seen in [----]. Zoom out opt out buy Bitcoin" [X Link](https://x.com/BitcoinbyHeart/status/2005826314872213977) 2025-12-30T02:20Z [---] followers, [---] engagements "Happy years end for all $MTPLF-holders. Metaplanet finally deployed their cash on hand (I assume this comes mainly from their $MERCURY pref). Metplanet hereby ending their Q4 of [----] with a nice yield of 11.9%. For me personally this is a great result considering the bad environment we have right now. Don't forget. Repeat this quarterly results for two years and you get a yield of [---] %. In two years just on top of the appreciation of the Bitcoin-price. As I said it is a holding for the long run. :) *Notice Regarding the Q4 FY2025 Results and Full-Year Forecast Revision for the Bitcoin Income" [X Link](https://x.com/BitcoinbyHeart/status/2006042391438905479) 2025-12-30T16:39Z [---] followers, [---] engagements "BTC Yield of 568.2% YTD. Read that again guys $MTPLF Metaplanet has acquired [----] BTC during Q4 [----] for $451.06 million at $105412 per bitcoin and has achieved BTC Yield of 568.2% YTD [----]. As of 12/30/2025 we hold [-----] $BTC acquired for $3.78 billion at $107606 per bitcoin. $MTPLF $MPJPY https://t.co/AFRldH4hVI Metaplanet has acquired [----] BTC during Q4 [----] for $451.06 million at $105412 per bitcoin and has achieved BTC Yield of 568.2% YTD [----]. As of 12/30/2025 we hold [-----] $BTC acquired for $3.78 billion at $107606 per bitcoin. $MTPLF $MPJPY https://t.co/AFRldH4hVI" [X Link](https://x.com/BitcoinbyHeart/status/2006043656243859615) 2025-12-30T16:44Z [---] followers, [--] engagements "Metaplanet recorded revenue from the Bitcoin Income Business of JPY [----] billion. Much higher than their target. To compare that. Q4 2024: [-----] JPY millions Q4 2025: [------] JPY millions .That is a 6.13x. In one single year. Don't sleep on $MTPLF *Notice Regarding the Q4 FY2025 Results and Full-Year Forecast Revision for the Bitcoin Income Business* https://t.co/rKZL5hetrw *Notice Regarding the Q4 FY2025 Results and Full-Year Forecast Revision for the Bitcoin Income Business* https://t.co/rKZL5hetrw" [X Link](https://x.com/BitcoinbyHeart/status/2006046087195349407) 2025-12-30T16:53Z [---] followers, [---] engagements "@dRiskDave Would be incredible but I think you are right. 🤔 We do not even have the deployments of MARS yet. I do expect them to be much greater then the ones of MERCURY. Good call @dRiskDave 😁" [X Link](https://x.com/BitcoinbyHeart/status/2006049203840073902) 2025-12-30T17:06Z [---] followers, [--] engagements "@ZynxBTC @mikealfred In a way I am even happy for $BTC to close out negative yoy. Finally we get over this bullshit traders narrative" [X Link](https://x.com/BitcoinbyHeart/status/2006051738944434226) 2025-12-30T17:16Z [---] followers, [--] engagements "@AdamBLiv $BTC landscape has changed. this type of institutional bid is real. Investors will have a great decade" [X Link](https://x.com/BitcoinbyHeart/status/2006053543799603295) 2025-12-30T17:23Z [---] followers, [--] engagements "@AdamBLiv Gold doesn't need to fail for $BTC to win. It's all the same trade. What really is going to fail sadly is fiat" [X Link](https://x.com/BitcoinbyHeart/status/2006125577305010375) 2025-12-30T22:09Z [---] followers, [--] engagements "@StockMarketNerd Their "core business" is autonomy and real world AI. Not autos. $TSLA" [X Link](https://x.com/BitcoinbyHeart/status/2006126456007508042) 2025-12-30T22:13Z [---] followers, [----] engagements "@StockMarketNerd Well if you have a time preference of one to two years than you do probably good staying away from that stock. :) I would argue that $TSLA is a story for maybe [--] years and beyond. And I heavily doubt that auto is going to be their core business in 2030😇" [X Link](https://x.com/BitcoinbyHeart/status/2006127609013281245) 2025-12-30T22:17Z [---] followers, [---] engagements "Yup and nothing will ever happen than :) they can*t get liquidated on their stuff just cuz the investment turns negative. The important thing is wether they can pay their dividend obligations and they surely can. $MSTR has a fortress of a balance-sheet. The breakeven point (cost basis) of $MSTR's bitcoin is $75K. Bitcoin has fallen below this level in the past and nothing happened. Strategy just kept buying. https://t.co/iX1b8BpU6Y The breakeven point (cost basis) of $MSTR's bitcoin is $75K. Bitcoin has fallen below this level in the past and nothing happened. Strategy just kept buying." [X Link](https://x.com/BitcoinbyHeart/status/2006132565757874492) 2025-12-30T22:37Z [---] followers, [---] engagements "@3orovik I wouldn't really say the bull market is back yet cuz of a 1% upday haha. But yeah [----] is going to be big" [X Link](https://x.com/BitcoinbyHeart/status/2006137582342594584) 2025-12-30T22:57Z [---] followers, [--] engagements "@mikealfred Over the long run $ASST will be an incredibly good investment. Good job here. Altough I personally prefer $MTPLF here but there will be a few winners 🔥🔥" [X Link](https://x.com/BitcoinbyHeart/status/2006138433060721085) 2025-12-30T23:00Z [---] followers, [---] engagements "@AmmousMD There are many studies showing that infrared radiation can mitigate some of the negative effects of UV radiation but none showing that it can completely neutralize or cancel them out" [X Link](https://x.com/BitcoinbyHeart/status/2006140196211851373) 2025-12-30T23:07Z [---] followers, [--] engagements "@TechDev_52 It is only about the business and the liquidity cycle on top of long term adoption of certain assets like $BTC. It was never about a halfing cycle or something like that" [X Link](https://x.com/BitcoinbyHeart/status/2006141110259782033) 2025-12-30T23:11Z [---] followers, [---] engagements "@QuintenFrancois He has and he is now $MSTR" [X Link](https://x.com/BitcoinbyHeart/status/2006148478544539951) 2025-12-30T23:40Z [---] followers, [--] engagements "You are missing a point here. Everyone can cherry pick a certain timeframe for an asset to over- or underperform. Since the beginning of the $BTC strategy of $MSTR they heavily outperformed Bitcoin. And this is matematically necessary due to the increase in BTC/share. But it is a levered play on top of a already volitile asset and volitility cuts both ways. zoom out https://twitter.com/i/web/status/2006177852144619959 https://twitter.com/i/web/status/2006177852144619959" [X Link](https://x.com/BitcoinbyHeart/status/2006177852144619959) 2025-12-31T01:37Z [---] followers, [---] engagements "@TomCrown sad thing is for $BTC u gotta understand macro and people do not understand macro economic topics" [X Link](https://x.com/BitcoinbyHeart/status/2006197932098216400) 2025-12-31T02:57Z [---] followers, [--] engagements "@ZynxBTC BTC-TCs are a higher volatility $BTC play. and volatility cuts both ways. we're prime for a huge run to the upside in [----] in $MSTR and $MTPLF (and probably the smaller ones as well)" [X Link](https://x.com/BitcoinbyHeart/status/2006394652337803644) 2025-12-31T15:58Z [---] followers, [---] engagements "@AdamBLiv yup I'm still in disbelief after all this months that Mr. Market is willing to give us these prices. [----] is probably going to be immense. I expect $BTC to go higher than 150k and 100% yield for $MTPLF is more a base case for me. so my estimates 're even higher haha 😂😂" [X Link](https://x.com/BitcoinbyHeart/status/2006395584014430664) 2025-12-31T16:02Z [---] followers, [---] engagements "The statistical validity of the Power Law model is anchored in its extraordinary correlation over more than a decade suggesting that Bitcoins price evolution is not a simple random walk but follows a quasi-deterministic scale-invariant trajectory. By identifying the Power Law as a long-term price attractor (a center of gravity) rather than a mere trendline we can view short-term volatility not as structural failure but as a series of mean-reversion events back to a growth curve fundamentally rooted in non-linear network effects. Ultimately if this power-law relationship holds Bitcoin is not" [X Link](https://x.com/BitcoinbyHeart/status/2006417115398439362) 2025-12-31T17:28Z [---] followers, [--] engagements "This captures the essence of low time preference: looking past the temporary noise of [----] to see the generational legacy being built. While short-term volatility can be unsettling there is a profound peace in knowing that we are securing a future for those who come after us. Its not about the friction of the journey but the shared conviction in the destination. We did good. $BTC https://twitter.com/i/web/status/2006420553230328069 https://twitter.com/i/web/status/2006420553230328069" [X Link](https://x.com/BitcoinbyHeart/status/2006420553230328069) 2025-12-31T17:41Z [---] followers, [--] engagements "@TheBTCTherapist Altough I do generally agree with you here I have mixed feelings for Q1 [----]. I believe it to be great but could also go in the other direction. Nevertheless I expect [----] in general to be huge $BTC $MSTR $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/2006420895389135177) 2025-12-31T17:43Z [---] followers, [---] engagements "The real signal here is the convergence of structural growth and cyclical liquidity. While [----] has been a period of necessary consolidation we are moving toward a unique junction in 2026: the moment where the long-term Power Law trajectory meets a major Business Cycle uptick. When the deterministic math of Bitcoins adoption curve aligns with the return of global liquidity the result is typically an explosive phase of price discovery. Those with low time preference understand that we arent just waiting for a pumpwe are waiting for the cycle to catch up with the law. $BTC" [X Link](https://x.com/BitcoinbyHeart/status/2006426365579432322) 2025-12-31T18:04Z [---] followers, [----] engagements "It is absurd to mistake temporary volatility for a breakdown of the model when the confluence of the Power Law and the Business Cycle uptick is so mathematically clear. While [----] felt like a period of 'doom and gloom' the charts reveal it was merely a macro bottoming processa rare accumulation zone before the next structural expansion. $BTC https://twitter.com/i/web/status/2006434618971398161 https://twitter.com/i/web/status/2006434618971398161" [X Link](https://x.com/BitcoinbyHeart/status/2006434618971398161) 2025-12-31T18:37Z [---] followers, [---] engagements "@mc_khristina Great time to buy more. I am Not s guy of leverage but If I we're I would start at these prices. Same with $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/2006470000761286762) 2025-12-31T20:58Z [---] followers, [---] engagements "2025 is coming to an end and the current sentiment low in the Bitcoin market is a fascinating study in cognitive dissonance. While the apparent breakdown of the traditional 4-year cycle has shaken the conviction of many I believe it has actually cleared the stage for a much more robust structural move. We are currently navigating what @jvisserlabs describes as Bitcoin's 'IPO Moment'a period of institutional digestion and structural re-rating that often looks like stagnation before the true expansion begins. This explains the modest performance in [----] but it doesn't change the underlying" [X Link](https://x.com/BitcoinbyHeart/status/2006485163912351864) 2025-12-31T21:58Z [---] followers, [---] engagements "@CedYoungelman True scarcity becomes an asymptote when measured against an infinite denominator. If Fiat has no mathematical floor Bitcoins valuation theoretically lacks a functional ceilingits less a price target and more a reflection of total monetary debasement. $BTC" [X Link](https://x.com/BitcoinbyHeart/status/2006487139228492088) 2025-12-31T22:06Z [---] followers, [---] engagements "@sunnydecree it clearly is. mNAV is pricing in zero growth while this should still be mathematically unquestionable. therefore it will outgrow spot Bitcoin over time $MSTR" [X Link](https://x.com/BitcoinbyHeart/status/2006488413718122700) 2025-12-31T22:11Z [---] followers, [---] engagements "Which makes the current setup even more significant. If [----] was the recessionary reset [----] is the Business Cycle uptick meeting the Power Law floor. For $MSTR investors the temporary volatility is just the cost of carry for the most convex play on the coming liquidity surge. The math is simply catching up. https://twitter.com/i/web/status/2006498752794952154 https://twitter.com/i/web/status/2006498752794952154" [X Link](https://x.com/BitcoinbyHeart/status/2006498752794952154) 2025-12-31T22:52Z [---] followers, [--] engagements "Historical data suggests that such a significant divergence isn't a sign of weakness but rather a period of asymmetric spring-loading. When Bitcoin underperforms the S&P [---] to this extent the risk-reward ratio shifts heavily in favor of a 'mean reversion' trade. We saw this in [----] and 2018: the gap between equity growth and BTCs price action eventually closes with a violent parabolic catch-up phase. Smart money doesn't chase the S&P at all-time highs; it accumulates the asset with the highest beta while its still compressed. $BTC https://twitter.com/i/web/status/2006500165348372492" [X Link](https://x.com/BitcoinbyHeart/status/2006500165348372492) 2025-12-31T22:58Z [---] followers, [--] engagements "@LynAldenContact @LynAldenContact you are one of the best sources out there for understanding macro. Keep on the good work and thanks for all you're doing" [X Link](https://x.com/BitcoinbyHeart/status/2006510297927004304) 2025-12-31T23:38Z [---] followers, [---] engagements "If Saylor would sell all its $BTC price would tank and it would trigger a wave of other people selling. I don't neglect that. The question is why would he do that. I watched 90% of his videos and I really believe that he understands the asset and is a true Bitcoiner. Most Bitcoiner don't sell they buy more and in the last years that is what Saylor did. https://twitter.com/i/web/status/2006511218979229928 https://twitter.com/i/web/status/2006511218979229928" [X Link](https://x.com/BitcoinbyHeart/status/2006511218979229928) 2025-12-31T23:42Z [---] followers, [--] engagements "And it will be In a way that is good because it killes this traders 4-year-cycle narrative. $BTC is more than that. Long-term accumulation and adaption (e.g. Metcalfs Law) is what counts. And we're seeing more and more institutions coming in. This is signal everything else is noise. https://twitter.com/i/web/status/2006512981937721752 https://twitter.com/i/web/status/2006512981937721752" [X Link](https://x.com/BitcoinbyHeart/status/2006512981937721752) 2025-12-31T23:49Z [---] followers, [---] engagements "@AdamBLiv From these depressed valuations all mayor BTC-TCs will outperform Bitcoin. Currently waiting for fresh income to buy more $MSTR" [X Link](https://x.com/BitcoinbyHeart/status/2006518929183879648) 2026-01-01T00:12Z [---] followers, [---] engagements "Insane. $MSTR goes to 11% with $STRC payed monthly. For a stable coin-like instrument currently at 14% 30D-volatility targeting 3%. We are witnessing the birth of a superior alternative to legacy sovereign debt. This isn't just a yield play; it's the systematic absorption of the traditional credit market by a digitally native perfectly scarce collateral. As these fixed-income-like instruments mature they will act as a structural vacuum for trillions in global capital re-defining the risk-free rate for the digital age. The migration is no longer theoreticalit is being engineered in real-time." [X Link](https://x.com/BitcoinbyHeart/status/2006535239942742235) 2026-01-01T01:17Z [---] followers, [---] engagements "@phil_geiger GO GO GO But I hope you and $MTPLF doing a bit more than that haha 😂" [X Link](https://x.com/BitcoinbyHeart/status/2006774816007987464) 2026-01-01T17:09Z [---] followers, [---] engagements "@OccamiCrypto @saylor Might be. Also might just need a little time for the market to understand the prodcut and the risk profile. Everyone has a different thesis I prefer the latter one. $MSTR" [X Link](https://x.com/BitcoinbyHeart/status/2006776746537054654) 2026-01-01T17:17Z [---] followers, [---] engagements "@QuintenFrancois The Bitcoin Power Law trajectory remains undeniable; we are currently testing the lower boundary of a structural equilibrium. A mean-reversion is mathematically inevitable as network effects continue to compound. Zoom out ignore the noise and secure the signal $BTC" [X Link](https://x.com/BitcoinbyHeart/status/2006777535615697117) 2026-01-01T17:20Z [---] followers, [--] engagements "The chart perfectly illustrates the principle of the 'Reflexive Flywheel.' By utilizing cheap capital to acquire BTC a company like $MSTR increases its Net Asset Value (NAV) per share which in turn drives the stock price and grants access to even more favorable financing terms. This 'Fixed Carry' structure effectively transforms the entity into a leveraged Bitcoin play without the traditional risks of a margin callprovided the debt maturities are sufficiently long-dated. I like it haha .) https://twitter.com/i/web/status/2006780726948081725 https://twitter.com/i/web/status/2006780726948081725" [X Link](https://x.com/BitcoinbyHeart/status/2006780726948081725) 2026-01-01T17:33Z [---] followers, [---] engagements "What we see here are the M2 trajectories in the USA the Eurozone and China. To put it simply: this is a good proxy for real monetary expansion. As the data suggests the global trajectories of the Fed ECB and PBoC reveal a structural reality: we are operating within a framework of terminal denominator expansion. In such a regime the nominal appreciation of scarce assets is less a speculative event and more a mathematical re-rating against a diluting unit of account. With increasing network adoptionexemplified by last year's institutional inflows and a maturing regulatory landscapethe asset" [X Link](https://x.com/BitcoinbyHeart/status/2006810125785354609) 2026-01-01T19:29Z [---] followers, [---] engagements "Excellent visualization of the cyclical 'noise'. While short-term holder momentum oscillates the long-term convergence between an expanding global M2 and an absolutely scarce numerator remains the primary signal. Once the headline-price divergence closes we are likely just witnessing the market recalibrating to the new monetary baseline. $BTC https://twitter.com/i/web/status/2006811678474994126 https://twitter.com/i/web/status/2006811678474994126" [X Link](https://x.com/BitcoinbyHeart/status/2006811678474994126) 2026-01-01T19:36Z [---] followers, [--] engagements "@hillery_dan Yup. And therefore $STRD is undervalued right now" [X Link](https://x.com/BitcoinbyHeart/status/2006814024298791086) 2026-01-01T19:45Z [---] followers, [---] engagements "@hillery_dan @tijerinachris1 It Is. But do you like STRK more or a mixture of STRD + $MSTR" [X Link](https://x.com/BitcoinbyHeart/status/2006814458715451597) 2026-01-01T19:47Z [---] followers, [---] engagements "@thepowerfulHRV Doesn't matter. If that happens buy More $MSTR. Over time Bitcoin will go up and Strategy will outperform Bitcoin" [X Link](https://x.com/BitcoinbyHeart/status/2006819507529040016) 2026-01-01T20:07Z [---] followers, [---] engagements "@ZynxBTC Mr. Market seem to need a little time to understand the product and the risk profile. It will be a gradual process but I believe over the next decade $MSTR will eat the debt market with STRD" [X Link](https://x.com/BitcoinbyHeart/status/2006867522952507806) 2026-01-01T23:17Z [---] followers, [---] engagements "Thanks for the question here. Important not to stay in an echo chamber keeping the cognitive bias in check haha ;) To be honest I have a hard time imagining everything derailing it now as we've already multiple companies ( $MSTR in the USA $MTPLF in Japan) d0ing the Carry Trade out of Fiat into Bitcoin already. And I do believe that institutions are what matters since they are generally speaken much more longterm-orientated holder than retail. An regulatory "hard pivot" of the USA might slow things down but we've seen regimes fighting Bitcoin for years and it didn't really stop Network" [X Link](https://x.com/BitcoinbyHeart/status/2006947788827869271) 2026-01-02T04:36Z [---] followers, [---] engagements "Absolutely alignedMetaplanet embodies the quintessential asymmetry of a leveraged yen-denominated carry into Bitcoin capitalizing on Japan's escalating debt-to-GDP trajectory while compounding exposure to the premier store of value. As my largest holding I see profound potential for BTC per share to multiply several-fold through iterative issuance of preferreds avoiding/reducing common equity dilution. At the current mNAV of [--] a low time preference reveals no structural impediments; the firm's operational cash flows amply cover preferred dividends ensuring sustainability amid yen debasement." [X Link](https://x.com/BitcoinbyHeart/status/2007123955581104516) 2026-01-02T16:16Z [---] followers, [----] engagements "@InNumerisSat @dotkrueger haha get your point here. at the same time we're seeing an increasing network adoption. $MSTR $MTPLF the state of texas el salvador Czech National Bank. never underestimate the exponential trajectories in the world :)" [X Link](https://x.com/BitcoinbyHeart/status/2007125310396133604) 2026-01-02T16:22Z [---] followers, [---] engagements "I will HODL all the way down to 10k if necessary and likewise all the way up to 1million+ (which is the way way more likely scenario here haha). conviction unshaked regulatory tailwinds increasingly more network adoption and a ever expanding denominator. $BTC is the revolution of our financial system https://twitter.com/i/web/status/2007126787604525513 https://twitter.com/i/web/status/2007126787604525513" [X Link](https://x.com/BitcoinbyHeart/status/2007126787604525513) 2026-01-02T16:28Z [---] followers, [--] engagements "Great catch on the HV compression; these fractals are undeniably powerful for predicting short term movements of Mr. Market. :) My personal focus remains on the structural signal beneath the noise: the relentless Metcalfe's Law -driven adoption of the network. In an era of an ever-expanding denominator these short-term volatility windows are just the heartbeat of a multi-decade repricing. Im less concerned with the next candle than I am with the inevitable institutionalization of the worlds most inelastic collateral over the next ten years. $BTC" [X Link](https://x.com/BitcoinbyHeart/status/2007129273803391383) 2026-01-02T16:38Z [---] followers, [---] engagements "@btc_overflow it is truely ridiculous. $MSTR is more than fine and primed for a incredible decade. it is really noticable that we're sentiment wise at a local low right now" [X Link](https://x.com/BitcoinbyHeart/status/2007130371679289665) 2026-01-02T16:42Z [---] followers, [---] engagements "@ZynxBTC Eventually Mr. Market is going to wake up. As of now people still seem to need time to understand the compelling unique risk/reward structure of these prefs. Until then it is an even more attractive product for the ones truely understanding $MSTR" [X Link](https://x.com/BitcoinbyHeart/status/2007131676552638467) 2026-01-02T16:47Z [---] followers, [---] engagements "I just bought more $MSTR. At a current mNAV of [--] the risk-reward symmetry has reached a point of mathematical inevitability. As I have a low time preference I see the recent tip in price not as dangerous but as an compelling buying opportunity While Bitcoin itself follows a robust Power Law corridor - a scale-invariant growth trajectory driven by network effects and diminishing supply with an ever increasing denominator of fiat - Strategy acts as the reflexive accelerator of that law. By buying at par with the underlying NAV one is essentially buying a "free" volatility engine. The Power Law" [X Link](https://x.com/BitcoinbyHeart/status/2007142590395887664) 2026-01-02T17:30Z [---] followers, [---] engagements "Gotta admit that I was a little sad not to buy more $MTPLF more as I see their long-term value accretion as even higher. But lately my Metaplanet position got just to big in comparison haha 😂" [X Link](https://x.com/BitcoinbyHeart/status/2007142926032544240) 2026-01-02T17:32Z [---] followers, [---] engagements "Negative funding at $90k is the definition of a 'Wall of Worry.' This persistent disbelief suggests the market is far from euphoria ironically creating the perfect conditions for a massive short squeeze. The trend remains intact as long as the majority continues to bet against it Otherwise said: sentiment is shit and that amplifies the opportunity $BTC https://twitter.com/i/web/status/2007156931371082207 https://twitter.com/i/web/status/2007156931371082207" [X Link](https://x.com/BitcoinbyHeart/status/2007156931371082207) 2026-01-02T18:27Z [---] followers, [----] engagements "@wenhammertime @ZynxBTC Would recommend so :) maybe check out the liquidation preference too if you're not already familiar with that term :)" [X Link](https://x.com/BitcoinbyHeart/status/2007161282810786326) 2026-01-02T18:45Z [---] followers, [--] engagements "@ZynxBTC Very well .) STRC really is a remarkable product. Once we see a real bull market for Bitcoin $MSTR will be able to hammer the ATM while simultaneously lower the dividend Buying STRC under [--] USD is free money" [X Link](https://x.com/BitcoinbyHeart/status/2007201174118904047) 2026-01-02T21:23Z [---] followers, [---] engagements "@HermesLux and we yet have to witness STRC in a real bull market. adoption comes slowly than all at once :) $MSTR" [X Link](https://x.com/BitcoinbyHeart/status/2007201494249128355) 2026-01-02T21:25Z [---] followers, [---] engagements "Sounds promising. [----] will be a year of business cycle uptick and and the obvious mean reversion of $BTC to its Power Law trend. Regulatory tailwinds are there institutional buying already absords all the LTH selling. Selling will come to an and as the distribution phase ends and all the extra liquidity will bring demand without the supply to handle it .) bullish on [----] and beyond https://twitter.com/i/web/status/2007202354542576092 https://twitter.com/i/web/status/2007202354542576092" [X Link](https://x.com/BitcoinbyHeart/status/2007202354542576092) 2026-01-02T21:28Z [---] followers, [---] engagements "Quick reminder: Evertime you sell Bitcoin you buy Fiat. Don't buy Fiat $BTC What we see here are the M2 trajectories in the USA the Eurozone and China. To put it simply: this is a good proxy for real monetary expansion. As the data suggests the global trajectories of the Fed ECB and PBoC reveal a structural reality: we are operating within a https://t.co/Oltmeypdrf What we see here are the M2 trajectories in the USA the Eurozone and China. To put it simply: this is a good proxy for real monetary expansion. As the data suggests the global trajectories of the Fed ECB and PBoC reveal a" [X Link](https://x.com/BitcoinbyHeart/status/2007238027467424241) 2026-01-02T23:50Z [---] followers, [--] engagements "Bitcoins fair value is driven by a powerful confluence: the terminal expansion of the global denominator and the non-linear growth of network adoption. As the S-curve matures price discovery increasingly functions as a mathematical re-rating of absolute scarcity. This means that the the upward trajectory isn't speculativeits a systemic convergence toward a new monetary equilibrium. $BTC https://twitter.com/i/web/status/2007238811135180856 https://twitter.com/i/web/status/2007238811135180856" [X Link](https://x.com/BitcoinbyHeart/status/2007238811135180856) 2026-01-02T23:53Z [---] followers, [---] engagements "Low time preference reveals the irrelevance of midnight rallies. :) Bitcoins trajectory follows a power-law governed by Metcalfe dynamics: value scales super-linearly with network adoption while supply approaches asymptotic fixity. As fiat debasement accelerates global demanddriven by savings migration and institutional recursionwill inexorably overwhelm emission. Bears await slaughter by price; they will instead be quietly eclipsed by the emergent monetary premium. Zoom out buy $BTC and hold :) https://twitter.com/i/web/status/2007240212804477264" [X Link](https://x.com/BitcoinbyHeart/status/2007240212804477264) 2026-01-02T23:58Z [---] followers, [--] engagements "Indeed Bitcoin's 17-year maturation embodies the Lindy Effect: each year of survival amplifies its expected longevity rendering it increasingly robust against existential threats. Current metrics affirm thishashrate now at [--] ZH/s price hovering near $89000locking in power-law dynamics where network value scales superlinearly with adoption (per Metcalfe's law extended to monetary networks). Economically this creates profound asymmetry: Bitcoin's capped supply (21M) confronts accelerating global demand driven by fiat debasement and institutional recursion leading to marginal utility gains that" [X Link](https://x.com/BitcoinbyHeart/status/2007244279454785996) 2026-01-03T00:15Z [---] followers, [---] engagements "Regulatory tailswinds seem to remain in [----] :) Network adoption is real and we're witnissing it in real time. With more and more regulatory claritiy institutional byuing pressure will accelerate. Liquidity waves are coming in [----] amplifiying this process. Time is our friend :) $BTC https://twitter.com/i/web/status/2007247984581279979 https://twitter.com/i/web/status/2007247984581279979" [X Link](https://x.com/BitcoinbyHeart/status/2007247984581279979) 2026-01-03T00:29Z [---] followers, [---] engagements "The power of MSTR lies in the dual-compounding of BTC price appreciation and aggressive treasury expansion. By outstripping the fixed supply of Bitcoin while the underlying asset undergoes a 30% CAGR Saylor is engineering a multi-trillion dollar NAV fortress. This isn't just a trade; it's the institutionalization of generational wealth through sheer mathematical inevitability. $MSTR https://twitter.com/i/web/status/2007474823304192041 https://twitter.com/i/web/status/2007474823304192041" [X Link](https://x.com/BitcoinbyHeart/status/2007474823304192041) 2026-01-03T15:31Z [---] followers, [---] engagements "The flip to a positive Realized Profit Ratio for short-term holders marks a structural shift in market sentiment. After months of underwater accumulation the transition into the "green zone" at $90k signals the return of a high-conviction bull market. When the marginal seller is replaced by profitable new entrants the path of least resistance leads significantly higher. We will start with the mean-reversion process within the bands of the Power Law $BTC https://twitter.com/i/web/status/2007475428039000129 https://twitter.com/i/web/status/2007475428039000129" [X Link](https://x.com/BitcoinbyHeart/status/2007475428039000129) 2026-01-03T15:33Z [---] followers, [--] engagements "I still believe in this assumption and I still believe it is more of an base case then a bull case. Basic Math At an mNAV of [--] $MTPLF is heavily de-risked right now. As the basic function of the price of a BTC-TC has three variables (BTC-Price x BTC/Share x mNAV) BTC-TCs are by design built to everly increase value by the Change in BTC/Share. That's called accretive dilution. As the mNAV is now [--] ( book value) it is also a variable I do not expect to go down at least not for people with a Low Time Preference. Finally if we watch the Power Law channel $BTC itself is actually underprised at the" [X Link](https://x.com/BitcoinbyHeart/status/2007481233450692820) 2026-01-03T15:56Z [---] followers, [---] engagements "@Metaplanet What a time to live in witnessing the birth of a new financial system:) and witnessing the birth of a hotel company being on of the mayor accelerators for that. love u guys:) 🔥" [X Link](https://x.com/BitcoinbyHeart/status/2007514402954850313) 2026-01-03T18:08Z [---] followers, [---] engagements "@RoaringRagnar Honestly I tried to do the maths with other outcomes and you gotta ve crazy bearish to not think so. Or some innovative company exists in Japan I do not know $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/2007535398940188927) 2026-01-03T19:31Z [---] followers, [---] engagements "@TheBTCTherapist $BTC bull market starts with an essentiell uptick in the Business Cycles which hasn't happened yet. 2026/2027 will be great:)" [X Link](https://x.com/BitcoinbyHeart/status/2007535886523871344) 2026-01-03T19:33Z [---] followers, [--] engagements "$MTPLF managment team as convicted as ever. I have zero doubt in this investment. We're going higher 🔥🔥 @pierre_crypt0 @DHSgov Weve gone from a $14m hotel with no future to a $3b company thats the 4th largest public BTC holder in the world in [--] months. Our stock is +2000% since adopting BTC and our market cap is +20000%+. Bitcoin is going higher. We are undeterred. @pierre_crypt0 @DHSgov Weve gone from a $14m hotel with no future to a $3b company thats the 4th largest public BTC holder in the world in [--] months. Our stock is +2000% since adopting BTC and our market cap is +20000%+. Bitcoin" [X Link](https://x.com/BitcoinbyHeart/status/2007550861762081119) 2026-01-03T20:33Z [---] followers, [---] engagements "Hmm .) I do blieve that Metaplanet will be the largest corporation in Japan by market cap in [----]. I also believe it will outperform almost any other asset on the way to that. But I do not think it will trade at above $100 by then (maybe you also don't and I am reading this post wrong haha:)). If $BTC has a CAGR of [--] % over that timeframe $MTPLF would need to have an annual increase in BTC/Share of [--] % over that time span + it would need to trade at a mNAV of 3+. It surely is possible but I doubt it. Anyway over [--] years this price target suddenly becomes very easy to achieve. I still" [X Link](https://x.com/BitcoinbyHeart/status/2007582613863837787) 2026-01-03T22:39Z [---] followers, [---] engagements "A price target of $180k for $BTC may seem provocative during periods of low sentiment but when we strip away the market noise such a valuation appears mathematically grounded and maybe even conservative. Rather than relying on traditional technical analysis I believe the trajectory is driven by fundamental pillars: 1) Network Adoption: Bitcoins valuation is a function of a variant of Metcalfes Law. As institutional integration deepens and the infrastructure for global settlement matures the networks value scales exponentially. We now have more regulatory clearity than ever and in the BTC-TC" [X Link](https://x.com/BitcoinbyHeart/status/2007590320230260819) 2026-01-03T23:10Z [---] followers, [--] engagements "@gefjon_nasira @ZynxBTC I surely hope it is. 🔥 My maths makes me a little sceptical :) how do you calculate Metaplanet ending on a [---] share price in [----] I am curious" [X Link](https://x.com/BitcoinbyHeart/status/2007591576696955050) 2026-01-03T23:15Z [---] followers, [---] engagements "@thepowerfulHRV What colour is a mix of green and orange;)" [X Link](https://x.com/BitcoinbyHeart/status/2007848526613807399) 2026-01-04T16:16Z [---] followers, [--] engagements "I invest in Strategy or Metaplanet. I do not invest in Bitcoin. I save in Bitcoin :) $BTC" [X Link](https://x.com/BitcoinbyHeart/status/2007849658933268897) 2026-01-04T16:20Z [---] followers, [---] engagements "@gerovich [----] will be a great year. thanks to you and @DylanLeClair for all the effort you guys are putting in. $MTPLF remains to be my biggest position by large I have full conviction in what you guys are doing" [X Link](https://x.com/BitcoinbyHeart/status/2007997695114555648) 2026-01-05T02:08Z [---] followers, [---] engagements "Looking forward to when $MTPLF will capture the 2nd biggest spot here. .) A year ago we were the tiny red box at the bottom of the image. Still buying. Never stopping. https://t.co/Q7KR0vh04O A year ago we were the tiny red box at the bottom of the image. Still buying. Never stopping. https://t.co/Q7KR0vh04O" [X Link](https://x.com/BitcoinbyHeart/status/2008175506299007187) 2026-01-05T13:55Z [---] followers, [---] engagements "What is your opinion on how big the USD reserve needs to be I personlly liked the move initially but just to calm the negative fear driven voices in the investing-space. But strictly mathematicly if you expect Bitcoin to go up in price through whatever modeling or thesis you have the expected value of Bitcoin is in every future point higher than it is right now. I am fine with having like [--] years of emergency reserve but for every expanding of this timeframe we pay with an negative expected value for this move. I know the reality is that there are some investors who urge Saylor to do this." [X Link](https://x.com/BitcoinbyHeart/status/2008181158765289757) 2026-01-05T14:17Z [---] followers, [--] engagements "As expected $MSTR raised Bitcoin AND cash. (0% BTC/Share yield YTD) As of now they hold around [----] months of dividend coverage through their USD-Reserve with a current amplification rate of 26%. For now I like what Saylor is doing here: getting something like an emergency reserve that secures Strategy from selling Bitcoin at lower price if a Bear Market were to happen (or if it is priced with an mNAV 1). Personally I would like Saylor to stop soon with the strengthening of a USD reserve. I know this is an unpopular opinion right now but here is why: This reserve should in my mind only serve" [X Link](https://x.com/BitcoinbyHeart/status/2008186408767213832) 2026-01-05T14:38Z [---] followers, [---] engagements "@RoaringRagnar STRC will eat the debt market and if they get a partnership with a bank the whole saving market as well. $MSTR is one step ahead of everyone else here :) already excited to see this product coming out in Japan from $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/2008209035032469906) 2026-01-05T16:08Z [---] followers, [---] engagements "@ZynxBTC Already [--] years without their BTC stack at all. I am certain that they won't need to sell any Bitcoin in the next decade. Just buying from here on. $MSTR" [X Link](https://x.com/BitcoinbyHeart/status/2008210027425767524) 2026-01-05T16:12Z [---] followers, [---] engagements "$MTPLF right now seems to have a smiliar upside potential now as MSTR leaps but without an expiration date and the theta-risk. For the next few years I expect them to deliver [--] % yield annualy on top of Bitcoin price and with a good chance of delivering mNAV expansion on top of it. I like MSTR leaps here. I just think the risk/reward on Metaplanet stock is just better https://twitter.com/i/web/status/2008313147690807767 https://twitter.com/i/web/status/2008313147690807767" [X Link](https://x.com/BitcoinbyHeart/status/2008313147690807767) 2026-01-05T23:02Z [---] followers, [---] engagements "@IIICapital @Strategy yup :) there is still a lack of education we're seeing but Mr. Market is going to wake up. and with time the $MSTR preferreds will eat up all of the debt market" [X Link](https://x.com/BitcoinbyHeart/status/2008313559671845150) 2026-01-05T23:03Z [---] followers, [---] engagements "@AdamBLiv Screaming buy here. :) even skipped buying more Metaplanet this month to buy more $MSTR here (for diversification purpose still Metaplanet is a way bigger position for me)" [X Link](https://x.com/BitcoinbyHeart/status/2008316678346596363) 2026-01-05T23:16Z [---] followers, [---] engagements "My biggest position $MTPLF is up about [--] % today. Unpopular opinion but I really do not care a lot. If you do care to much you won't make it. Because then you will care even more when it is down [--] % in a day. I know the companies I am invested in. That means that I have a model in mind of what to expect. Also about the potential risks. And I have a timeframe for my investments. I do rarely care what happens over a week or a months. Sometimes I care what happens in a year. But honestly I seek to have a time horizon of a decade and beyond. Zoom out and now the thesis :) and trust in your own" [X Link](https://x.com/BitcoinbyHeart/status/2008323212048801915) 2026-01-05T23:42Z [---] followers, [----] engagements "I understand where that assessment is coming from and I respect this opinion. However I hold a different view :) By definition democracies are inefficient and almost always flawed in a way. That is the price a society pays for allowing every individual to voice their opinion and in a sense have a say in social decision-making processes. The more diverse opinions are involved the less efficiently any single theoretical concept can be meaningfully implemented. Nevertheless I consider the right of every individual to participate an incredibly valuable gift." [X Link](https://x.com/BitcoinbyHeart/status/2008328687985586300) 2026-01-06T00:04Z [---] followers, [--] engagements "That is the problem with monetary inflation. People who haven't enough money can buy a little more products but since that doesn't necessarily mean that more is produced prices just follow and we call it inflation. On the other hand people who have enough money use extra cash to invest more and bid asset prices up making them even less affordable for the working class. The system sadly doesn't treat everyone fair. Sadly the only way out is to find a way to invest and buy (scarce) assets $BTC. that is the only way to profit in this system yourself." [X Link](https://x.com/BitcoinbyHeart/status/2008332604085285174) 2026-01-06T00:19Z [---] followers, [--] engagements "The funny thing is that ever after this massive rise this week we're still criminally undervalued at an mNAV of [----] pricing in only a BTC/Share increase of [--] % which is probably just around [--] quarters of growth. $MTPLF Also BTC is about to have a mean reversion within the bands of the Power Law. Massively to the upside :) https://twitter.com/i/web/status/2008353524552253475 https://twitter.com/i/web/status/2008353524552253475" [X Link](https://x.com/BitcoinbyHeart/status/2008353524552253475) 2026-01-06T01:42Z [---] followers, [---] engagements "@AdamBLiv Even with another 50% run in the next week $MTPLF would still be a screaming buying opportunity. From here on the next decade is going to be a lot of fun :)" [X Link](https://x.com/BitcoinbyHeart/status/2008353759026389143) 2026-01-06T01:43Z [---] followers, [---] engagements "@HermesLux even after this run in the last two days $MTPLF remains criminally undervalued and a generational buying opportunity :)" [X Link](https://x.com/BitcoinbyHeart/status/2008354587476967845) 2026-01-06T01:47Z [---] followers, [---] engagements "It will happen. As institutional capital in tradfi is just about to wake up to the Bitcoin Trade $MSTR has already won the game. They will be forced to partner as Strategy provides additional liquidity to the game. Strategy will be the bridge between tradfi and Bitcoin. It will be infrastructure :) 🔥.not a question of if but when https://twitter.com/i/web/status/2008355711885984247 https://twitter.com/i/web/status/2008355711885984247" [X Link](https://x.com/BitcoinbyHeart/status/2008355711885984247) 2026-01-06T01:51Z [---] followers, [---] engagements "@ZynxBTC Bitcoin is the hurdle rate .that's why I almost only invest in companies like $MSTR or $MTPLF. These are almost the only companies where I feel pretty save that they're going to outperform Bitcoin" [X Link](https://x.com/BitcoinbyHeart/status/2008569803448217959) 2026-01-06T16:02Z [---] followers, [---] engagements "@AdamBLiv We're going to have a great decade as $MSTR investors .) we only have about [--] quarters of BTC-yield priced in. The rest is pure upside above bitcoin as a hurdle rate from here :)" [X Link](https://x.com/BitcoinbyHeart/status/2008715994672648672) 2026-01-07T01:43Z [---] followers, [----] engagements "@bobleewaggeris Screaming buys here all over the $BTC space here. I like almost all these plays if you have a low time preference and are willing to hold for the long run. My personal favorite right now is $MTPLF by a lot :) these prices are generational opportunites" [X Link](https://x.com/BitcoinbyHeart/status/2008733865146568741) 2026-01-07T02:54Z [---] followers, [---] engagements "Metaplanet is up over [--] % over the last months. .and remains incredibly cheap. With an mNAV of [----] maybe a year of BTC/Share-growth is baked in. My estimates are even less. The stock will probably still do like a 30x or more over the coming decade. Zoom out the era of Bitcoin is just beginning. For me $MTPLF is by far my biggest position. https://twitter.com/i/web/status/2008966264098836773 https://twitter.com/i/web/status/2008966264098836773" [X Link](https://x.com/BitcoinbyHeart/status/2008966264098836773) 2026-01-07T18:17Z [---] followers, [----] engagements "If you don't buy at these prices you should definitly start doing more research now .because as of now it seems like you still just don't get it These asymetrical buying opportunity come once a decade. $MTPLF $MSTR" [X Link](https://x.com/BitcoinbyHeart/status/2009067815303827948) 2026-01-08T01:01Z [---] followers, [---] engagements "@AdamBLiv Yup. truely remarkable the math If Bitcoin holds it's projectory of the Power Law and $MSTR delievers yield on top of that" [X Link](https://x.com/BitcoinbyHeart/status/2009301362715013219) 2026-01-08T16:29Z [---] followers, [---] engagements "Mathematically this seems very improbable to me. To get to [------] BTC Metaplanet needs to 6x its current holdings. Achieving a 5x yield with that would assume that they buy all these BTC by issuing MARS (which hasn't even had its terms published yet) and that they somehow find the cash flow to support these massive amounts. Even with Mercury this can't be achieved as shares are sold at [----] YEN which only equates to an mNAV around [---] (assuming that they fund all the dividends via their cash flow). Also I do not expect Metaplanet to trade at an mNAV of [--] anymore with [------] Bitcoin in it's" [X Link](https://x.com/BitcoinbyHeart/status/2009301836788850767) 2026-01-08T16:31Z [---] followers, [---] engagements "Wether you need to do it or not is your own decision obviously:) but If you believe in $BTC and it's Power Law trajectory or something similar it might be worth thinking about $MTPLF. NFA of course:) For me personally Metaplanet is my biggest holding and even during the rough drawdown from [--] to [---] I slept well at night with:) https://twitter.com/i/web/status/2009302743991898185 https://twitter.com/i/web/status/2009302743991898185" [X Link](https://x.com/BitcoinbyHeart/status/2009302743991898185) 2026-01-08T16:34Z [---] followers, [---] engagements "The beauty of the business model of BTC-TCs lies in its simplicity. They acquire Bitcoin. Once they have it they hold it forever. As an investor you don't have to worry. Maybe the company has a bad quarterthen you do not get any yield for that quarter. Next quarter they might find a chance to generate yield again. And then keep reminding yourself that Bitcoin is the scarcest asset in the world. This gives me peace of mind. And I know: Just a few percent yield on top of the performance of Bitcoin is incredible because Bitcoineven without additional yieldis incredible. $MSTR $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/2009414383940567445) 2026-01-08T23:58Z [---] followers, [---] engagements "@Anders_ Great summary @Anders_ Over the long run probably all of them are going to do great. Personally $MTPLF remains to be my biggest position by far :)" [X Link](https://x.com/BitcoinbyHeart/status/2009419770203132411) 2026-01-09T00:19Z [---] followers, [---] engagements "@thebtcpharaoh The longer it stays lower the longer we can buy cheaper:)" [X Link](https://x.com/BitcoinbyHeart/status/2009483731934101739) 2026-01-09T04:33Z [---] followers, [--] engagements "@ZynxBTC BTC-TCs are a somewhat leveraged play on Bitcoin but seem to have a floor at around mNAV. If you buy around book value this investments are going to print $MSTR $MTPLF" [X Link](https://x.com/BitcoinbyHeart/status/2009651136861720904) 2026-01-09T15:39Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DavidRoever David Röver
David Röver posts on X about $mtplf, bitcoin, $btc, $mstr the most. They currently have [---------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-----] +42%
- [--] Month [------] -51%
- [--] Months [-------] +176,814%
Mentions: [--] #
- [--] Week [--] -53%
- [--] Month [--] -55%
- [--] Months [---] +32,000%
Followers: [---------] #
- [--] Week [---] +0.42%
- [--] Month [---] +13%
- [--] Months [---] +42%
CreatorRank: [---------] #
Social Influence
Social category influence cryptocurrencies stocks finance automotive brands countries currencies exchanges travel destinations
Social topic influence $mtplf, bitcoin, $btc, $mstr, $alcpb, in the, mstr, if you, $strc, sentiment
Top accounts mentioned or mentioned by @zynxbtc @adambliv @romeoinvest @driskdave @gerovich @btcoverflow @hillerydan @roaringragnar @strategy @dylanleclair @saylor @thebtctherapist @eneadenkt @lynaldencontact @quintenfrancois @mikealfred @metaplanet @hermeslux @giovann35084111 @thebtcpharaoh
Top assets mentioned Metaplanet Inc. (MTPLF) Bitcoin (BTC) Strategy (MSTR) Strategy Incorporated (STRF) Asset Entities Inc. (ASST) Strike (STRK) Stride (STRD) Tesla, Inc. (TSLA) BlackRock Inc (BLK) Duolingo, Inc. (DUOL)
Top Social Posts
Top posts by engagements in the last [--] hours
"@DylanLeClair_ Why is Metaplanet still not on Robinhood available:)"
X Link 2025-07-09T17:37Z [---] followers, [---] engagements
"Just bought some fresh shares of $MTPLF Sentiment is still bad right now and price remains at [----] non-diluted mNAV. Happy to buy here :)"
X Link 2025-10-27T16:44Z [---] followers, [---] engagements
"@AdamBLiv This is greatly bullish. Now they're embedded in the system. Looking forward to the day seeing an some A-rating here :) also $MTPLF will follow here"
X Link 2025-10-27T17:59Z [---] followers, [---] engagements
"We're setting a floor here to the market. Great move shows huge flexibility :) let's ride ist up again $MTPLF Notice Regarding the Establishment of Share Repurchase Program https://t.co/GBNY8fJfv4 Notice Regarding the Establishment of Share Repurchase Program https://t.co/GBNY8fJfv4"
X Link 2025-10-28T06:16Z [---] followers, [----] engagements
"Love to see that. Setting a framework showing flexibility:) that's why $MTPLF is my single largest position 🔥🔥 Notice Regarding the Establishment of Capital Allocation Policy https://t.co/GKo9dOktBB Notice Regarding the Establishment of Capital Allocation Policy https://t.co/GKo9dOktBB"
X Link 2025-10-28T06:23Z [---] followers, [---] engagements
"The credit rating is extremly poor done indeed. However huge milestone for the whole industry. I am excited for the future as BTC and BTCTCs will mature 🔥🔥 $MSTR $MTPLF I have lots of beef with how S&P assessed MSTR's credit rating but by far the biggest is below- Any asset owner would understand this is completely illogical. This doesn't just ignore Bitcoin's contribution to balance sheet resilience (hello uncorrelated) it penalizes it. https://t.co/HxCjMMPoEp I have lots of beef with how S&P assessed MSTR's credit rating but by far the biggest is below- Any asset owner would understand"
X Link 2025-10-28T13:40Z [---] followers, [---] engagements
"@dRiskDave Yup :) I think it is especially great that they left open the possibilty to buy back shares at an mNAV of above [--]. Altough it would bei more beneficial there to buy BTC from a BTC/share metric-point of view it gives the shortsellers now less certanty I am loving this move 🔥🔥"
X Link 2025-10-28T14:25Z [---] followers, [----] engagements
"@Croesus_BTC @fouryearcycle Landscape is changing. $MSTR is getting rated and $MTPLF is declaring war to the short sellers. Excited to see what you guys 're cooking at $TSWCF"
X Link 2025-10-28T14:53Z [---] followers, [---] engagements
"More than the entire market cap of $BTC incredible Gold toppin' FED is ending QT. ISM is about to rip. Can't wait to see the next move in Bitcoin. 👀 .and meanwhile $MSTR finally gets its first S&P Global rating. Still day [--] for the whole industry JUST IN: Gold has lost nearly $3.4 trillion in market cap in the last week. Was $4400 the top https://t.co/TGDM6mU5kS JUST IN: Gold has lost nearly $3.4 trillion in market cap in the last week. Was $4400 the top https://t.co/TGDM6mU5kS"
X Link 2025-10-28T16:14Z [---] followers, [---] engagements
"@hillery_dan it will indeed 🔥 guessing $MSTR and $MTPLF to take advantage of that :)"
X Link 2025-10-28T16:32Z [---] followers, [---] engagements
"Maybe we won't see mNAVs of [--] etc. again. However I do believe we will see 2x mNAV again when sentiment turns bullish again therefore allowing for accretive dilution to boost BTC/Share :) also companies are getting less dependent on mNAVs with prefs and companies like $MTPLF now can arb negative mNAVs as well 😉"
X Link 2025-10-28T17:59Z [---] followers, [---] engagements
"(1/2) Key takeaways from the report of $MTPLF Note that the report generally mainly contains information already published in the Phase-II presentation published on October 1st. 1) Despite recent headwinds in the BTCTC-sector from a price point of view managment obviously is as focused as ever and stick to their Bitcoin-Target of [------] BTC in [----] and [------] Bitcoin in [----] 2) Phase II really emphasizes the company seeking to be a Bitcoin-infrastructure play therefore differentiating themself more and more from the "Bitcoin-ETF"-narritive for BTCTCs (wish in my view is strictly false). By"
X Link 2025-10-29T11:10Z [---] followers, [----] engagements
"3) While this was already known they summarize a few interesting facts: With the international offering they allocated [--] % (20.4bn) to their BTC-option-strategy. Updated operating profit is expected to be 4.7bn OP up 13x YoY. 4) For investors the most interesting part of the story should be the preferred shares. Metaplanets class A & B-shares have been registered and out of Dylans latest posts you can read them being already in talks with the TSE for a potential public listing. Metaplanet is expecting Preferred Shares to launch in Q1 of [----] (honestly a litte later than I have hoped for) 5)"
X Link 2025-10-29T11:10Z [---] followers, [---] engagements
"almost any usage of money will show to have been a bad investment compared to $BTC and their best infrastructure plays $MSTR $MTPLF $ALCPB 🔥🔥 Bitcoin is the hurdle rate"
X Link 2025-10-29T11:17Z [---] followers, [---] engagements
"I believe so yes :) Since the cycle itself was mostly driven by the underlying business cycle yeah probably. also the impact of the halving gets everytime less and less since the amount of newly issued $BTC is less in relative to the already existing supply. With the BTC-ETFs and BTCTCs here entering the scene (mainly $MSTR $MTPLF) the cycle seem to be a lot more institutional driven and slowly Bitcoin as an asset seem to mature a little bit. But liquidity is still rising I expect us to have maybe a 5-year cycle this time. Generally speaking. volatility is going to get lower and lower with"
X Link 2025-10-29T12:27Z [---] followers, [---] engagements
"@ZynxBTC In Saylors words: "Volatility is vitality" 🔥 .and it definitly cuts both ways. $MTPLF and other BTCTCs will catch the volitlity to the upside again delivering shareholder value. .and sadly people will fomo-in at the top again :/"
X Link 2025-10-29T13:37Z [---] followers, [---] engagements
"With fed-rates going down over the next year a repricing of preferred shares is imminent enableing MSTR to get an even better deal arbing the BTC/USD-trade. Many bulls have left the playground getting frustrated by short-term price-action. Meanwhile the fundamentals are as strong as they've ever been. Great visual by @Croesus_BTC Showing how $MSTR is changing the current finance-landscape. I'm here for the long ride. Will be a volatile one of course. But will be a great one 🚀🚀"
X Link 2025-10-29T13:41Z [---] followers, [---] engagements
"@RoaringRagnar at some point in time tradfi will wake up to the BTC/USD arb-trade. by then it'll be to late. $MSTR is already a top five company in the world. we just need to give it a little bit time ;)"
X Link 2025-10-29T13:48Z [---] followers, [---] engagements
"@vincent13031925 @saylor The risk-adjusted profits one can make right now with $BTC and the best infrastructure plays like $MSTR $ $MTPLF are unreal 🔥🔥"
X Link 2025-10-29T15:25Z [---] followers, [---] engagements
"FED cuts by 25bps QT announced to end A lot of people in my timeline bearish. $BTC about to melt faces I guess :) $MSTR $MTPLF $ALCPB JPM: "today will be the fifth time that the Fed cuts rates with the S&P [---] at all-time highs. All prior instances the S&P [---] was higher a year later with an average return of 20%. The worst one-year return was a 15% gain which occurred last year." https://t.co/ExtLTgLguo JPM: "today will be the fifth time that the Fed cuts rates with the S&P [---] at all-time highs. All prior instances the S&P [---] was higher a year later with an average return of 20%. The worst"
X Link 2025-10-29T18:41Z [---] followers, [---] engagements
"FED cuts by 25bps QT announced to end in December 1st A lot of people in my timeline bearish. $BTC about to melt faces I guess :) $MSTR $MTPLF $ALCPB JPM: "today will be the fifth time that the Fed cuts rates with the S&P [---] at all-time highs. All prior instances the S&P [---] was higher a year later with an average return of 20%. The worst one-year return was a 15% gain which occurred last year." https://t.co/ExtLTgLguo JPM: "today will be the fifth time that the Fed cuts rates with the S&P [---] at all-time highs. All prior instances the S&P [---] was higher a year later with an average return"
X Link 2025-10-29T18:43Z [---] followers, [---] engagements
"@BTCBULLRIDER Not at all crazy. Actually I am a firm believer that this even is sort of a bearish take 😁 what related equities then might do over that timeframe 👀👀 . we'll see $MSTR $MTPLF"
X Link 2025-10-29T19:22Z [---] followers, [---] engagements
"Hey Climb :) many imteresting thoughts there. As many things in investing it hugely comes down to a personal risk tolerance vs. the wish of savety. In that regard I personally think that BTCTCs are an investing vehicle for whole hearted Bitcoiner which generally wish to have a large part of their portfolio invested in $BTC and therefore feel naturally save in BTC-related equity as well. That or people/institutions who for some reasons don't have access to self custodied BTC or something similar. In that case it might make sense yo lever up a little by buying BTCTCs like $MSTR and $MTPLF."
X Link 2025-10-29T21:03Z [---] followers, [--] engagements
"To by honest I had no idea $STRC was tax-free. That is a huge deal If Mr. Market awakes to that. 👀👀 Saylor telling you how you can get 10% tax-free dividends with $STRC: "The tax-equivalent yield is 16-20%. It's like a bank paying you 20% interest. It's because we're built on Bitcoin. A Bitcoin treasury company is the most tax-efficient fixed income generator in the world." https://t.co/uAx8P1DZcO Saylor telling you how you can get 10% tax-free dividends with $STRC: "The tax-equivalent yield is 16-20%. It's like a bank paying you 20% interest. It's because we're built on Bitcoin. A Bitcoin"
X Link 2025-10-29T22:10Z [---] followers, [---] engagements
"Another slight-up day for $MTPLF while BTC was flat. Simon and Dylan already started buy back some shares or is sentiment slowly turning around 👀 👀"
X Link 2025-10-30T09:26Z [---] followers, [---] engagements
"I'm hearing a lot of people talking about the rotation from gold to $BTC happening soon. While I do see Gold having topped for the moment and Bitcoin being about to break out I do struggle a bit with the narritive of Gold investors selling gold to buy Bitcoin. From my personal experience I've seen a lot of Bitcoin enthusiasts also liking gold. I haven't seen a lot of passionated gold-investors liking Bitcoin. We'll see hope I'm wrong on that one 😇 BTC/Gold bounced back from its strong support level. Liquidity is now rotating from Gold into Bitcoin. I think this could continue for 4-6 weeks"
X Link 2025-10-30T13:41Z [---] followers, [--] engagements
"Incredible that nowdays $BTC [------] $ ist a dip. .people used yo dream of that. Still somehow many people achieve to be bearish here. Keep it simple buy the dip 🔥🔥 Buy the dip ✊ https://t.co/MiSzg93nd6 Buy the dip ✊ https://t.co/MiSzg93nd6"
X Link 2025-10-30T14:26Z [---] followers, [--] engagements
"@dRiskDave @SahilZaveriMD hmm. and a small allocation to $ALCPB"
X Link 2025-10-30T16:06Z [---] followers, [---] engagements
"Bitcoin as a Base-Layer This thread is aimed at expressing some thoughts on the Bitcoin Treasury Company plays (BTC-TCs). Therefore I expect readers to already have a deep understanding of $BTC itself. If you are new to the topic this thread may not be the right fit. I recommend researching other sources first. A good place to start would be classics like: "The Bitcoin Standard" by Saifedean Ammous "Broken Money" by @LynAldenContact To keep it short: I believe Bitcoin is clearly the best store of value by a wide margin and I expect the price to rocket over the next decade. 🚀🚀 I foresee a"
X Link 2025-10-30T17:48Z [---] followers, [--] engagements
"The Engine of Growth: BTC/Share The second key layer is the BTC/share held by the company. If we want our Bitcoin Treasury Companies (BTC-TCs) to outperform this metric must growwe call this BTC-Yield (a growth in BTC/share) Depending on a BTC-TC's lifecycle there are two primary tools used to generate this yield: 1) Accretive Issuance (when at a Premium) This involves selling new shares when the companys stock trades at a premium (higher than its Net Asset Value or NAV) and using the cash to buy more Bitcoin. Example: If [--] share represents $100 in BTC but the market price is $120 (a 20%"
X Link 2025-10-30T17:48Z [---] followers, [--] engagements
"The Market Multiplier: Understanding mNAV Coming to the last variable: the mNAV (Market-to-Net Asset Value). Simply put the mNAV is the Price-to-Book metric for a BTC-TC representing the market's valuation of the Bitcoin held on the company's books. Over the long term its hard to justify paying an mNAV of 5x or 10x for a company already holding hundreds of thousands of Bitcoin. At the same time its likewise hard to justify why the long-term mNAV of a Bitcoin-holding company should ever be lower than 1x.I believe we'll see many fluctuations but ultimately mNAVs may settle in a range of 1x to"
X Link 2025-10-30T17:48Z [---] followers, [--] engagements
"@TheBTCTherapist One by one the bricks fall. Bitcoin is inevitable:)"
X Link 2025-10-30T18:32Z [---] followers, [---] engagements
"Yup 💯 agreed. Great news for $MTPLF bad for all the rest 🙈 There is not going to be a trillion dollar Bitcoin Treasury company in every major market. Saylor and Phong have just told us that Strategy are quite far down the line in issuing Preferreds in other markets across the world. Saylor himself said this. "So when we do it There is not going to be a trillion dollar Bitcoin Treasury company in every major market. Saylor and Phong have just told us that Strategy are quite far down the line in issuing Preferreds in other markets across the world. Saylor himself said this. "So when we do it"
X Link 2025-10-31T06:17Z [---] followers, [---] engagements
"Don't know but I am definitly going going to find some money to invest even more in our favortie hotel company . Strategy is leaving Metaplanet Japan for the forseeable future $MTPLF 🔥🔥 It looks like Strategy is leaving Metaplanet alone for now :) CLEAR LANE FOR THE JAPANESE HOTEL COMPANY TO COOK WITH THE PREFS https://t.co/CMnE4XF0cI It looks like Strategy is leaving Metaplanet alone for now :) CLEAR LANE FOR THE JAPANESE HOTEL COMPANY TO COOK WITH THE PREFS https://t.co/CMnE4XF0cI"
X Link 2025-10-31T06:58Z [---] followers, [----] engagements
"Honestly don't understand why $MTPLF Is not up on this move $MTPLF : This gives Metaplanet the time they need to launch preferreds and project Nova. They will become the hometown hero. Japanese are very loyal. Strategy knows this. $MTPLF : This gives Metaplanet the time they need to launch preferreds and project Nova. They will become the hometown hero. Japanese are very loyal. Strategy knows this"
X Link 2025-10-31T09:13Z [---] followers, [----] engagements
"On a risk-adjusted basis I do not think there is a better investment than $MTPLF right now 🔥🔥 BTCTC analysis a thread While the BTC Treasury Company (BTC-TC) space is filled with incredibly sophisticated investors I still observe many voices struggling to fully grasp the unique value proposition of some of these companies. $MSTR $MTPLF $ALCPB The mathematically clear BTCTC analysis a thread While the BTC Treasury Company (BTC-TC) space is filled with incredibly sophisticated investors I still observe many voices struggling to fully grasp the unique value proposition of some of these"
X Link 2025-10-31T12:27Z [---] followers, [----] engagements
"@QuintenFrancois Yup :) think so too. Still incredibly bullish in [----] for $BTC"
X Link 2025-10-31T12:46Z [---] followers, [---] engagements
"Now the $BTC bull market can start with all the mayor selling from Steak 'n Shake now disappearing 🤣🤣 Jokes aside nice one guys 🔥🔥 Steak n Shake is announcing the creation of a Strategic Bitcoin Reserve. All payments received in Bitcoin will be placed in our SBR. 🚀 We are donating [---] sats from every Bitcoin meal we sell to Open Sats Initiative Inc. over the next [--] months. 🧡 Make your Bitcoin Steak n Shake is announcing the creation of a Strategic Bitcoin Reserve. All payments received in Bitcoin will be placed in our SBR. 🚀 We are donating [---] sats from every Bitcoin meal we sell to"
X Link 2025-10-31T18:11Z [---] followers, [--] engagements
"@dRiskDave Interesting move. 👀👀 Wonder if there will be a lot of people selling their stacks of smaller BTC-TCs. I really wouldn't bei surprised after that $MSTR MONSTER of an earnings call 🤣 will be definitly interesting to watch"
X Link 2025-10-31T18:16Z [---] followers, [---] engagements
"The only thing I am scared of nowdays. Not only on Halloween 🎃🎃 $BTC This Halloween the only thing to fear is not having enough Bitcoin. This Halloween the only thing to fear is not having enough Bitcoin"
X Link 2025-11-01T12:58Z [---] followers, [--] engagements
"I am honestly extremly thankfull and confused at the same time for the current discount Mr. Market is selling us $MTPLF. Things everytime a way more nuanced then you can present them in a post but. Let's be extremly conservative here: Assumptions by [----] 1) $BTC goes to [--] Million/Coin ( 9.01x from here) 2) Metaplanet only gives us [--] % compound annual BTC-yield in that timeframe ( 2.59x from here) 3) Metaplanet is going to be one of the [--] largest corporate BTC-holder in the world therefore earning a mNAV of like [---] ( 1.442x from here) From here in USD-Terms price would do a 33.6x over ten"
X Link 2025-11-02T16:59Z [---] followers, [----] engagements
"@Leo_Traydes Altough I wouldn't recommend you dividend-stocks at your age If you really wanna go for it go with $STRF $STRK $STRD ;) dividend Is great and you do not pay taxes on them:)"
X Link 2025-11-03T09:03Z [---] followers, [---] engagements
"@traderepublic @traderepublic will we get $STRK $STRC $STRF from $MSTR at some point in time If so when"
X Link 2025-11-03T12:33Z [---] followers, [--] engagements
"Small buys again this week by $MSTR. And sadly mostly funded by the ATM. nevertheless I love it 😊 Nothing stops this 🚆 $BTC Strategy has acquired [---] BTC for $45.6 million at $114771 per bitcoin and has achieved BTC Yield of 26.1% YTD [----]. As of 11/2/2025 we hodl [------] $BTC acquired for $47.49 billion at $74057 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/yJfoyeNzCm Strategy has acquired [---] BTC for $45.6 million at $114771 per bitcoin and has achieved BTC Yield of 26.1% YTD [----]. As of 11/2/2025 we hodl [------] $BTC acquired for $47.49 billion at $74057 per bitcoin. $MSTR $STRC"
X Link 2025-11-03T13:15Z [---] followers, [--] engagements
"👀 next preferred share offering in the space. Honestly I did not expect that to happen so fast. Huge congratulations to the $ASST team here. Very well done Can't wait for the $MTPLF team to finally bring out their preferred share-offering Strive is offering $SATA a new Perpetual Preferred Stock via IPO to select investors. $ASST https://t.co/2wSkGm6REN Strive is offering $SATA a new Perpetual Preferred Stock via IPO to select investors. $ASST https://t.co/2wSkGm6REN"
X Link 2025-11-03T15:31Z [---] followers, [---] engagements
"Th managment team I have full conviction in. $MTPLF Seven flights in seven days. No time for rest when $BTC is on sale. Seven flights in seven days. No time for rest when $BTC is on sale"
X Link 2025-11-06T18:42Z [---] followers, [----] engagements
"The succes of preffs. Still incredibly bullish on them arriving in Japan $MTPLF Strive updates: [--]. SATA listed on Nasdaq following oversubscribed & upsized IPO. [--]. Strive acquired [----] BTC for $162M at $103315 per Bitcoin. As of 11/10/25 we hodl [----] Bitcoin. [--]. New $ASST & $SATA investor presentation released. [--]. $SATA dividends expected to be ROC Strive updates: [--]. SATA listed on Nasdaq following oversubscribed & upsized IPO. [--]. Strive acquired [----] BTC for $162M at $103315 per Bitcoin. As of 11/10/25 we hodl [----] Bitcoin. [--]. New $ASST & $SATA investor presentation released. [--]. $SATA"
X Link 2025-11-10T15:50Z [---] followers, [---] engagements
"These three are the only $BTC-TCs I have full conviction in $MSTR $MTPLF $ALCPB Unpopular opinion right now but the thesis hasn't changed at all. Volatility cuts both ways BTC-TCs like $MTPLF $MSTR or $ALCPB are not a hold for a few months neither for a year. If you understand $BTC and really understand it than you know the timeframes. All BTC-TCs Unpopular opinion right now but the thesis hasn't changed at all. Volatility cuts both ways BTC-TCs like $MTPLF $MSTR or $ALCPB are not a hold for a few months neither for a year. If you understand $BTC and really understand it than you know the"
X Link 2025-11-15T12:58Z [---] followers, [---] engagements
"Sometimes reading these kind of posts make me more bullish haha .) someone here hasn't done his homeworks. $MSTR isn't going anywhere and the odds of Strategy "collapsing" is incredible low since most of their "debt" is in preferred stocks without refinancing-risks. $BTC will be way higher in five years and so will Strategy Im calling it. Next $BTC Black swan is @MicroStrategy collapsing. Im calling it. Next $BTC Black swan is @MicroStrategy collapsing"
X Link 2025-11-16T14:41Z [---] followers, [---] engagements
"I can feel some $STRE and $STRC in the air. :) ig Week https://t.co/a27eg6Kw4v ig Week https://t.co/a27eg6Kw4v"
X Link 2025-11-16T14:44Z [---] followers, [--] engagements
"@BTCBULLRIDER I personally believe that this would come with a price in other conditions of the instrument for example the dividend rate. Wouldn't want a higher interest rate to pay so no. Obviously I'ld take it for free 😂😂"
X Link 2025-11-18T10:52Z [---] followers, [--] engagements
"This is the way to go $BTC My plan is simple: Head down work my ass off to generate as much fiat cashflow as possible and buy as much BTC MTPLF and MSTR I can get my hands on. If your time horizon is 5+ years this is the biggest opportunity of your lifetime. For your last name. For your bloodline. My plan is simple: Head down work my ass off to generate as much fiat cashflow as possible and buy as much BTC MTPLF and MSTR I can get my hands on. If your time horizon is 5+ years this is the biggest opportunity of your lifetime. For your last name. For your bloodline"
X Link 2025-11-19T18:07Z [---] followers, [--] engagements
"It is Here. earlier than I expected. Finally we did it 🔥🔥 $MTPLF Today we announced MERCURY our new Class B perpetual preferred equity. 4.9% fixed dividend. [----] conversion price. A new step in scaling Metaplanets Bitcoin treasury strategy. https://t.co/UtnHA2lPRE Today we announced MERCURY our new Class B perpetual preferred equity. 4.9% fixed dividend. [----] conversion price. A new step in scaling Metaplanets Bitcoin treasury strategy. https://t.co/UtnHA2lPRE"
X Link 2025-11-20T10:06Z [---] followers, [---] engagements
"I need to think a little about the new $MTPLF pref. Mercury in the upcoming days but for now my initial thoughts/feelings: 1) I expected it to come out sometime in Q1_2026. November is way earlier than I expected so I am incredibly impressed. Very well done @gerovich @DylanLeClair and the whole team. Awesome 🔥🔥 2) A [---] % fixed dividend is lower than anticipated and I am glad to see this. I expected more of like 5.5-ish. Obviously [---] % in terms of the JPY is still very attractive why I do believe over time this product will see a lot of demand and adoption. 3) The conversion price of 1000"
X Link 2025-11-20T10:35Z [---] followers, [--] engagements
"I need to think a little about the new $MTPLF pref. Mercury in the upcoming days but for now my initial thoughts/feelings: 1) I expected it to come out sometime in Q1_2026. November is way earlier than I expected so I am incredibly impressed. Very well done @gerovich @DylanLeClair and the whole team. Awesome 🔥🔥 2) A [---] % fixed dividend is lower than anticipated and I am glad to see this. I expected more of like 5.5-ish. Obviously [---] % in terms of the JPY is still very attractive why I do believe over time this product will see a lot of demand and adoption. 3) The conversion price of 1000"
X Link 2025-11-20T10:40Z [---] followers, [---] engagements
"incredibly excited on MARS 🚀 $MTPLF Metaplanet will be issuing MARS - their version of STRC. Metaplanet Adjustable Rate Security Variable-rate dividend depending on market share price level. No dilution of common shares no conversion rights into common shares. https://t.co/fPuMQo2aE1 Metaplanet will be issuing MARS - their version of STRC. Metaplanet Adjustable Rate Security Variable-rate dividend depending on market share price level. No dilution of common shares no conversion rights into common shares. https://t.co/fPuMQo2aE1"
X Link 2025-11-20T10:48Z [---] followers, [--] engagements
"$MTPLF just announced their version of $STRC coming soon. :) Metaplanet has simultaneously announced it's new intended capital structure with Class A being proposed to be amended in structure. MARS (Class A) Metaplanet Adjustable Rate Security A senior non-dilutive preferred equity instrument. MARS aim is to deliver monthly dividends Metaplanet has simultaneously announced it's new intended capital structure with Class A being proposed to be amended in structure. MARS (Class A) Metaplanet Adjustable Rate Security A senior non-dilutive preferred equity instrument. MARS aim is to deliver"
X Link 2025-11-20T11:18Z [---] followers, [---] engagements
"$MTPLF .interesting. :)"
X Link 2025-11-20T11:21Z [---] followers, [--] engagements
"@ZynxBTC depending on the timeframe they will do far better then 10x ;)"
X Link 2025-11-22T10:11Z [---] followers, [---] engagements
"@Venu_7_ $MTPLF"
X Link 2025-11-23T13:45Z [---] followers, [---] engagements
"Should be no surprise by now. Anyway this should be prove enough of an onegoing war against $BTC & $MSTR (and the whole BTCTC-space out there). With the introduction of $STRC Strategy is now openly compeding with banks for money meant to generate income. Therefore don't BE surprised if we see more headwinds more FUD and more pain in the near term. This is the time to show your conviction if you have any. But Bitcoin buy Strategy. Over the long run we'll be fine. Hang in guys JUST IN: $4.6 trillion JP Morgan just revealed they sold [------] ($134 million) Strategy $MSTR shares."
X Link 2025-11-24T12:02Z [---] followers, [---] engagements
"Yup. Good list of predictions here. I would add that I do think $MTPLF could seriously be the best performing equity in the world again ;) 🔥🔥 Now is not the time to sell My predictions for 2026: -Bitcoin will be the best performing asset. -Strategy will be the best performing US equity. -Metaplanet will be the best performing equity in Japan. I am taking every opportunity to add to my positions at these levels whilst the FUD is going crazy. My predictions for 2026: -Bitcoin will be the best performing asset. -Strategy will be the best performing US equity. -Metaplanet will be the best"
X Link 2025-11-24T12:05Z [---] followers, [----] engagements
"@TheBTCTherapist Don't short it. Just pull your money out and spread the word. With all the money you hot buy $BTC and $MSTR"
X Link 2025-11-24T12:07Z [---] followers, [--] engagements
"I do lile the way of thinking here and I think $32 Ford $MTPLF is in the cards but I do not believe it. Let's say they double their BTC/share by achieving their [------] BTC- target. Let's say $BTC doubles. Let's say mNAV goes to [---] so we got an increase in valuation of +150% I wouldn't be surprised if in [----] we see Metaplanet hit 5000/share for 3350.T or $32 for $MTPLF. It sounds absurd but the setup here is really incredible. They have already raised $150mil in their pre-IPO for Mercury (class B Preferred) which tells me demand is strong. If I wouldn't be surprised if in [----] we see"
X Link 2025-11-25T10:26Z [---] followers, [---] engagements
"JPM bringing out their own $BTC product is huge deal 🔥🔥 Fundamentally we're stronger then ever. every major Institution let it be BlackRock JPM or the state of Texas is going into Bitcoin. these institutions need Bitcoin None will ever surpass $MSTR. we're just starting"
X Link 2025-11-26T18:35Z [---] followers, [---] engagements
"Great news for $MSTR. Now we have other forms of hedging. Enjoy the day 🔥🔥 $BTC At last IBIT options is finally getting the treatment it deserves Nasdaq just filed to increase options limit to [--] MILLION (from 25k a year ago) Institutional vol is finally here Happy Thanksgiving https://t.co/MpCHxHMW8q At last IBIT options is finally getting the treatment it deserves Nasdaq just filed to increase options limit to [--] MILLION (from 25k a year ago) Institutional vol is finally here Happy Thanksgiving https://t.co/MpCHxHMW8q"
X Link 2025-11-26T18:42Z [---] followers, [---] engagements
"Never to late to pile in. The best moment to buy $BTC was yesterday. The second best day is today :) Work save buy $BTC. A little $MSTR & $MTPLF here and there:) and be grateful for what you have US spot ETFs led by BlackRock launched ONLY in Jan [----] theyve absorbed $35B in net inflows and now hold 5.2% of all BTC in existence. Oh btw Vanguard just entered the game. A decade of resistance is over. Institutional adoption has begun. BTC MSTR and MTPLF to retire US spot ETFs led by BlackRock launched ONLY in Jan [----] theyve absorbed $35B in net inflows and now hold 5.2% of all BTC in existence."
X Link 2025-12-04T16:03Z [---] followers, [---] engagements
"Did this a few months ago. My conviction in $MTPLF is unmatched. So I personally do think on a risk-adjusted basis this is the move. We're still incredibly early. Build conviction and hold this beast over a long time horizon. We're at the start of institutional bitcoinization. $MTPLF: Sold 75% of my H100 position at a loss and rolled it into MTPLF and MSTR. Updated treasury allocation. MTPLF (62.5%) MSTR (36.5%) H100 (0.5%) SWC (0.5%) Yes - I also own BTC in cold storage. $MTPLF: Sold 75% of my H100 position at a loss and rolled it into MTPLF and MSTR. Updated treasury allocation. MTPLF"
X Link 2025-12-06T16:15Z [---] followers, [---] engagements
"This We're at the start of bringing the debt-market to $BTC. Not at the end $MSTR It's extremely encouraging to see the stock react positively to this news even at levels near 1x MNAV. This is a sweet-spot imo. If they can keep cranking common lever at 1.15MNAV without falling below book value it expands the collateral for the prefs which are starting to look It's extremely encouraging to see the stock react positively to this news even at levels near 1x MNAV. This is a sweet-spot imo. If they can keep cranking common lever at 1.15MNAV without falling below book value it expands the"
X Link 2025-12-09T13:32Z [---] followers, [--] engagements
"Must-watch $MTPLF Finance in the 21st century will be built on digital capital powered by digital credit and settled in digital money. A great conversation with @saylor. https://t.co/7PabySD9TR Finance in the 21st century will be built on digital capital powered by digital credit and settled in digital money. A great conversation with @saylor. https://t.co/7PabySD9TR"
X Link 2025-12-09T16:27Z [---] followers, [---] engagements
"@mikealfred 😂😂😂 still my conviction in $MSTR & $MTPLF is unchanged ;)"
X Link 2025-12-10T09:32Z [---] followers, [----] engagements
"Make sure you vote $MTPLF @gerovich you have my proxy. $MTPLF https://t.co/kexfnkdS5M @gerovich you have my proxy. $MTPLF https://t.co/kexfnkdS5M"
X Link 2025-12-11T18:50Z [---] followers, [---] engagements
"Bullish $MTPLF ADR1219 $MPJPY https://t.co/Txb8g7mXXW ADR1219 $MPJPY https://t.co/Txb8g7mXXW"
X Link 2025-12-19T16:02Z [---] followers, [---] engagements
"@AdamBLiv Same here. Have full conviction $MTPLF"
X Link 2025-12-21T19:01Z [---] followers, [---] engagements
"Let's ride ist up again. Future is bright for $MTPLF 5/5 Proposals Approved at the @Metaplanet Extraordinary Shareholder Meeting 1) Approve shift of capital stock and capital reserve to capital surplus to increase capacity for preferred share dividends & potential share buybacks. ✅ 2) Increase the total number of authorized 5/5 Proposals Approved at the @Metaplanet Extraordinary Shareholder Meeting 1) Approve shift of capital stock and capital reserve to capital surplus to increase capacity for preferred share dividends & potential share buybacks. ✅ 2) Increase the total number of authorized"
X Link 2025-12-22T16:08Z [---] followers, [---] engagements
"@hillery_dan Anyone knows a timeline for when $STRE will be available for retail investors $MTPLF"
X Link 2025-12-23T01:22Z [---] followers, [---] engagements
"@HolySmokas $MTPLF"
X Link 2025-12-23T21:08Z [---] followers, [--] engagements
"Incredibly interesting how many $BTC bears start to appear in my X-timeline. Seems like only bears are left. Sentiment is terrible on [-----] usd/bitcoin. I still am extremly confident that $BTC is going to win. Don't get shaken out of the market. [----] will BE incredible If I still owned crypto I'd be running as fast as I could to sell it. Going all in on gold and silver this year was the best decision of my life If you somehow don't own metals you're missing out on generational wealth https://t.co/vBdy7KiXB1 If I still owned crypto I'd be running as fast as I could to sell it. Going all in on"
X Link 2025-12-24T18:33Z [---] followers, [--] engagements
"Also right now is a great time to accumulate BTC-TC. $MSTR $MTPLF"
X Link 2025-12-24T18:34Z [---] followers, [---] engagements
"@moninvestor $MTPLF"
X Link 2025-12-26T19:54Z [---] followers, [---] engagements
"@cryptogems555 @Metaplanet Yup think so as well:)"
X Link 2025-12-27T18:58Z [---] followers, [--] engagements
"@StockMKTNewz buy the shit out of $MTPLF"
X Link 2025-12-27T21:51Z [---] followers, [---] engagements
"Won't stop. Every week they're buying. People still underestimate the scale of this buying pressure over the long run. $BTC $MSTR Back to Orange. https://t.co/J3lnpOObER Back to Orange. https://t.co/J3lnpOObER"
X Link 2025-12-28T17:08Z [---] followers, [--] engagements
"Just watched this one a second time. Really a must watch Not only for Strategy holders but for everyone interested in Bitcoin. Gotta understand what is going to happen over the next decade Fundamentals are stronger then ever $BTC $MSTR $MTPLF I met with @intangiblecoins at my home in Miami to discuss the year in digital assets capital and credit; the latest Bitcoin controversies; and how @Strategy is digitally transforming capital markets and global banking through digital money. https://t.co/RFUgmlQgOc I met with @intangiblecoins at my home in Miami to discuss the year in digital assets"
X Link 2025-12-28T17:11Z [---] followers, [---] engagements
"@dRiskDave There is nothing in life More important than healthy relaationships and time with the loved ones. Everything Else is just an extra ;) happy for you. With u a good start in the next year"
X Link 2025-12-29T17:59Z [---] followers, [--] engagements
"Yup so true. People (sometimes even myself haha) are getting so bulled up on all the infrastructure build around $BTC. I love miners but I do not own any cuz I love BTC-TCs even more. But really the base of all your wealth should be in cold-stored Bitcoin. Buy. Hold. Win. Nothing beats cold-storage Bitcoin. No worries about rehypothecation or insolvency. Your Bitcoin your wealth all protected with just [--] seed words. Even if you prefer to own IBIT or MSTR have [---] BTC in self-custody to reinforce the values of the network. Bitcoin is great. Nothing beats cold-storage Bitcoin. No worries about"
X Link 2025-12-29T18:47Z [---] followers, [--] engagements
"Seems to be more silent nowdays. I like that. Lettuce hands got shaken out. Only convicted individuals remain. Metaplanet is not a stock for [--] months. Volatility cuts both ways. It is a stock for years and decades. $BTC $MTPLF"
X Link 2025-12-29T18:50Z [---] followers, [---] engagements
"@EneaDenkt As a language learner/speaker myself I think $DUOL really lacks on some points for which I wouldn't invest. There is a principle in psychology called Desirable Difficulties. Duolingo makes it to easy. Great in user engagement but lack of actual difficulty needed"
X Link 2025-12-29T19:10Z [---] followers, [---] engagements
"@EneaDenkt Do agree here. And I do not tell it ist going to be a bad investment. Wouldn't short it Just say that I am not 💯 convinced snd when there are investments like $BTC or $TSLA out there why pay the opportunity costs. 🤔"
X Link 2025-12-29T20:24Z [---] followers, [--] engagements
"@GrindeOptions $MTPLF"
X Link 2025-12-29T20:28Z [---] followers, [---] engagements
"@FieldNas Don't go short silver. Just go even longer $BTC"
X Link 2025-12-30T00:19Z [---] followers, [--] engagements
"Duolingo no alcanza para realmente aprender otro idioma. Solo es un extra - la gran mayoria del aprendizaje tiene que venir de otros mtodos. I think the idea of learning such complex topics like other languages with just one application sounds great but the reality is that their AI would need to improve A LOT. Right now it is a great gamification devise which obviously maybe helps people finding the motivation to learn a language but learning in general is not easy. And by definition it cannot be. Empirical research shows that it gotta be hard for you in order for your brain to adapt at least"
X Link 2025-12-30T00:33Z [---] followers, [--] engagements
"@julianhosp I really don't get why your so desperatly trying to bash $BTC. Zoom out. Over years it beats almost everyting else and that for a reason"
X Link 2025-12-30T01:49Z [---] followers, [--] engagements
"Cuz' 99% of altcoins are trash. Buy Bitcoin. You still got outperformed this year but at least you have some $BTC then 😂😂 I held my altcoins for [--] years just to get ourperformed by fucking silver in [--] days. I held my altcoins for [--] years just to get ourperformed by fucking silver in [--] days"
X Link 2025-12-30T02:07Z [---] followers, [--] engagements
"Yup Might be just a moment but could really be that the "IPO"-moment of $BTC comes to an end soon (@jvisserlabs). Wether it happens now or in a few months Bitcoin is going to crush [----]. Big print loading tailwinds wherever you watch great rotation from metals to Bitcoin is about to begin. :) OG's have stopped selling BTC and are now net buyers. First time this year. OG's have stopped selling BTC and are now net buyers. First time this year"
X Link 2025-12-30T02:16Z [---] followers, [--] engagements
"@dotkrueger Poeple get caught in trying to make a few bucks with a trade. Over the long run debasement won't stop. $BTC is fundamentally just the best store of value we have. With all the institutional and regulatory tailwinds we've seen in [----]. Zoom out opt out buy Bitcoin"
X Link 2025-12-30T02:20Z [---] followers, [---] engagements
"Happy years end for all $MTPLF-holders. Metaplanet finally deployed their cash on hand (I assume this comes mainly from their $MERCURY pref). Metplanet hereby ending their Q4 of [----] with a nice yield of 11.9%. For me personally this is a great result considering the bad environment we have right now. Don't forget. Repeat this quarterly results for two years and you get a yield of [---] %. In two years just on top of the appreciation of the Bitcoin-price. As I said it is a holding for the long run. :) *Notice Regarding the Q4 FY2025 Results and Full-Year Forecast Revision for the Bitcoin Income"
X Link 2025-12-30T16:39Z [---] followers, [---] engagements
"BTC Yield of 568.2% YTD. Read that again guys $MTPLF Metaplanet has acquired [----] BTC during Q4 [----] for $451.06 million at $105412 per bitcoin and has achieved BTC Yield of 568.2% YTD [----]. As of 12/30/2025 we hold [-----] $BTC acquired for $3.78 billion at $107606 per bitcoin. $MTPLF $MPJPY https://t.co/AFRldH4hVI Metaplanet has acquired [----] BTC during Q4 [----] for $451.06 million at $105412 per bitcoin and has achieved BTC Yield of 568.2% YTD [----]. As of 12/30/2025 we hold [-----] $BTC acquired for $3.78 billion at $107606 per bitcoin. $MTPLF $MPJPY https://t.co/AFRldH4hVI"
X Link 2025-12-30T16:44Z [---] followers, [--] engagements
"Metaplanet recorded revenue from the Bitcoin Income Business of JPY [----] billion. Much higher than their target. To compare that. Q4 2024: [-----] JPY millions Q4 2025: [------] JPY millions .That is a 6.13x. In one single year. Don't sleep on $MTPLF Notice Regarding the Q4 FY2025 Results and Full-Year Forecast Revision for the Bitcoin Income Business https://t.co/rKZL5hetrw Notice Regarding the Q4 FY2025 Results and Full-Year Forecast Revision for the Bitcoin Income Business https://t.co/rKZL5hetrw"
X Link 2025-12-30T16:53Z [---] followers, [---] engagements
"@dRiskDave Would be incredible but I think you are right. 🤔 We do not even have the deployments of MARS yet. I do expect them to be much greater then the ones of MERCURY. Good call @dRiskDave 😁"
X Link 2025-12-30T17:06Z [---] followers, [--] engagements
"@ZynxBTC @mikealfred In a way I am even happy for $BTC to close out negative yoy. Finally we get over this bullshit traders narrative"
X Link 2025-12-30T17:16Z [---] followers, [--] engagements
"@AdamBLiv $BTC landscape has changed. this type of institutional bid is real. Investors will have a great decade"
X Link 2025-12-30T17:23Z [---] followers, [--] engagements
"@AdamBLiv Gold doesn't need to fail for $BTC to win. It's all the same trade. What really is going to fail sadly is fiat"
X Link 2025-12-30T22:09Z [---] followers, [--] engagements
"@StockMarketNerd Their "core business" is autonomy and real world AI. Not autos. $TSLA"
X Link 2025-12-30T22:13Z [---] followers, [----] engagements
"@StockMarketNerd Well if you have a time preference of one to two years than you do probably good staying away from that stock. :) I would argue that $TSLA is a story for maybe [--] years and beyond. And I heavily doubt that auto is going to be their core business in 2030😇"
X Link 2025-12-30T22:17Z [---] followers, [---] engagements
"Yup and nothing will ever happen than :) they can*t get liquidated on their stuff just cuz the investment turns negative. The important thing is wether they can pay their dividend obligations and they surely can. $MSTR has a fortress of a balance-sheet. The breakeven point (cost basis) of $MSTR's bitcoin is $75K. Bitcoin has fallen below this level in the past and nothing happened. Strategy just kept buying. https://t.co/iX1b8BpU6Y The breakeven point (cost basis) of $MSTR's bitcoin is $75K. Bitcoin has fallen below this level in the past and nothing happened. Strategy just kept buying."
X Link 2025-12-30T22:37Z [---] followers, [---] engagements
"@3orovik I wouldn't really say the bull market is back yet cuz of a 1% upday haha. But yeah [----] is going to be big"
X Link 2025-12-30T22:57Z [---] followers, [--] engagements
"@mikealfred Over the long run $ASST will be an incredibly good investment. Good job here. Altough I personally prefer $MTPLF here but there will be a few winners 🔥🔥"
X Link 2025-12-30T23:00Z [---] followers, [---] engagements
"@AmmousMD There are many studies showing that infrared radiation can mitigate some of the negative effects of UV radiation but none showing that it can completely neutralize or cancel them out"
X Link 2025-12-30T23:07Z [---] followers, [--] engagements
"@TechDev_52 It is only about the business and the liquidity cycle on top of long term adoption of certain assets like $BTC. It was never about a halfing cycle or something like that"
X Link 2025-12-30T23:11Z [---] followers, [---] engagements
"@QuintenFrancois He has and he is now $MSTR"
X Link 2025-12-30T23:40Z [---] followers, [--] engagements
"You are missing a point here. Everyone can cherry pick a certain timeframe for an asset to over- or underperform. Since the beginning of the $BTC strategy of $MSTR they heavily outperformed Bitcoin. And this is matematically necessary due to the increase in BTC/share. But it is a levered play on top of a already volitile asset and volitility cuts both ways. zoom out https://twitter.com/i/web/status/2006177852144619959 https://twitter.com/i/web/status/2006177852144619959"
X Link 2025-12-31T01:37Z [---] followers, [---] engagements
"@TomCrown sad thing is for $BTC u gotta understand macro and people do not understand macro economic topics"
X Link 2025-12-31T02:57Z [---] followers, [--] engagements
"@ZynxBTC BTC-TCs are a higher volatility $BTC play. and volatility cuts both ways. we're prime for a huge run to the upside in [----] in $MSTR and $MTPLF (and probably the smaller ones as well)"
X Link 2025-12-31T15:58Z [---] followers, [---] engagements
"@AdamBLiv yup I'm still in disbelief after all this months that Mr. Market is willing to give us these prices. [----] is probably going to be immense. I expect $BTC to go higher than 150k and 100% yield for $MTPLF is more a base case for me. so my estimates 're even higher haha 😂😂"
X Link 2025-12-31T16:02Z [---] followers, [---] engagements
"The statistical validity of the Power Law model is anchored in its extraordinary correlation over more than a decade suggesting that Bitcoins price evolution is not a simple random walk but follows a quasi-deterministic scale-invariant trajectory. By identifying the Power Law as a long-term price attractor (a center of gravity) rather than a mere trendline we can view short-term volatility not as structural failure but as a series of mean-reversion events back to a growth curve fundamentally rooted in non-linear network effects. Ultimately if this power-law relationship holds Bitcoin is not"
X Link 2025-12-31T17:28Z [---] followers, [--] engagements
"This captures the essence of low time preference: looking past the temporary noise of [----] to see the generational legacy being built. While short-term volatility can be unsettling there is a profound peace in knowing that we are securing a future for those who come after us. Its not about the friction of the journey but the shared conviction in the destination. We did good. $BTC https://twitter.com/i/web/status/2006420553230328069 https://twitter.com/i/web/status/2006420553230328069"
X Link 2025-12-31T17:41Z [---] followers, [--] engagements
"@TheBTCTherapist Altough I do generally agree with you here I have mixed feelings for Q1 [----]. I believe it to be great but could also go in the other direction. Nevertheless I expect [----] in general to be huge $BTC $MSTR $MTPLF"
X Link 2025-12-31T17:43Z [---] followers, [---] engagements
"The real signal here is the convergence of structural growth and cyclical liquidity. While [----] has been a period of necessary consolidation we are moving toward a unique junction in 2026: the moment where the long-term Power Law trajectory meets a major Business Cycle uptick. When the deterministic math of Bitcoins adoption curve aligns with the return of global liquidity the result is typically an explosive phase of price discovery. Those with low time preference understand that we arent just waiting for a pumpwe are waiting for the cycle to catch up with the law. $BTC"
X Link 2025-12-31T18:04Z [---] followers, [----] engagements
"It is absurd to mistake temporary volatility for a breakdown of the model when the confluence of the Power Law and the Business Cycle uptick is so mathematically clear. While [----] felt like a period of 'doom and gloom' the charts reveal it was merely a macro bottoming processa rare accumulation zone before the next structural expansion. $BTC https://twitter.com/i/web/status/2006434618971398161 https://twitter.com/i/web/status/2006434618971398161"
X Link 2025-12-31T18:37Z [---] followers, [---] engagements
"@mc_khristina Great time to buy more. I am Not s guy of leverage but If I we're I would start at these prices. Same with $MTPLF"
X Link 2025-12-31T20:58Z [---] followers, [---] engagements
"2025 is coming to an end and the current sentiment low in the Bitcoin market is a fascinating study in cognitive dissonance. While the apparent breakdown of the traditional 4-year cycle has shaken the conviction of many I believe it has actually cleared the stage for a much more robust structural move. We are currently navigating what @jvisserlabs describes as Bitcoin's 'IPO Moment'a period of institutional digestion and structural re-rating that often looks like stagnation before the true expansion begins. This explains the modest performance in [----] but it doesn't change the underlying"
X Link 2025-12-31T21:58Z [---] followers, [---] engagements
"@CedYoungelman True scarcity becomes an asymptote when measured against an infinite denominator. If Fiat has no mathematical floor Bitcoins valuation theoretically lacks a functional ceilingits less a price target and more a reflection of total monetary debasement. $BTC"
X Link 2025-12-31T22:06Z [---] followers, [---] engagements
"@sunnydecree it clearly is. mNAV is pricing in zero growth while this should still be mathematically unquestionable. therefore it will outgrow spot Bitcoin over time $MSTR"
X Link 2025-12-31T22:11Z [---] followers, [---] engagements
"Which makes the current setup even more significant. If [----] was the recessionary reset [----] is the Business Cycle uptick meeting the Power Law floor. For $MSTR investors the temporary volatility is just the cost of carry for the most convex play on the coming liquidity surge. The math is simply catching up. https://twitter.com/i/web/status/2006498752794952154 https://twitter.com/i/web/status/2006498752794952154"
X Link 2025-12-31T22:52Z [---] followers, [--] engagements
"Historical data suggests that such a significant divergence isn't a sign of weakness but rather a period of asymmetric spring-loading. When Bitcoin underperforms the S&P [---] to this extent the risk-reward ratio shifts heavily in favor of a 'mean reversion' trade. We saw this in [----] and 2018: the gap between equity growth and BTCs price action eventually closes with a violent parabolic catch-up phase. Smart money doesn't chase the S&P at all-time highs; it accumulates the asset with the highest beta while its still compressed. $BTC https://twitter.com/i/web/status/2006500165348372492"
X Link 2025-12-31T22:58Z [---] followers, [--] engagements
"@LynAldenContact @LynAldenContact you are one of the best sources out there for understanding macro. Keep on the good work and thanks for all you're doing"
X Link 2025-12-31T23:38Z [---] followers, [---] engagements
"If Saylor would sell all its $BTC price would tank and it would trigger a wave of other people selling. I don't neglect that. The question is why would he do that. I watched 90% of his videos and I really believe that he understands the asset and is a true Bitcoiner. Most Bitcoiner don't sell they buy more and in the last years that is what Saylor did. https://twitter.com/i/web/status/2006511218979229928 https://twitter.com/i/web/status/2006511218979229928"
X Link 2025-12-31T23:42Z [---] followers, [--] engagements
"And it will be In a way that is good because it killes this traders 4-year-cycle narrative. $BTC is more than that. Long-term accumulation and adaption (e.g. Metcalfs Law) is what counts. And we're seeing more and more institutions coming in. This is signal everything else is noise. https://twitter.com/i/web/status/2006512981937721752 https://twitter.com/i/web/status/2006512981937721752"
X Link 2025-12-31T23:49Z [---] followers, [---] engagements
"@AdamBLiv From these depressed valuations all mayor BTC-TCs will outperform Bitcoin. Currently waiting for fresh income to buy more $MSTR"
X Link 2026-01-01T00:12Z [---] followers, [---] engagements
"Insane. $MSTR goes to 11% with $STRC payed monthly. For a stable coin-like instrument currently at 14% 30D-volatility targeting 3%. We are witnessing the birth of a superior alternative to legacy sovereign debt. This isn't just a yield play; it's the systematic absorption of the traditional credit market by a digitally native perfectly scarce collateral. As these fixed-income-like instruments mature they will act as a structural vacuum for trillions in global capital re-defining the risk-free rate for the digital age. The migration is no longer theoreticalit is being engineered in real-time."
X Link 2026-01-01T01:17Z [---] followers, [---] engagements
"@phil_geiger GO GO GO But I hope you and $MTPLF doing a bit more than that haha 😂"
X Link 2026-01-01T17:09Z [---] followers, [---] engagements
"@OccamiCrypto @saylor Might be. Also might just need a little time for the market to understand the prodcut and the risk profile. Everyone has a different thesis I prefer the latter one. $MSTR"
X Link 2026-01-01T17:17Z [---] followers, [---] engagements
"@QuintenFrancois The Bitcoin Power Law trajectory remains undeniable; we are currently testing the lower boundary of a structural equilibrium. A mean-reversion is mathematically inevitable as network effects continue to compound. Zoom out ignore the noise and secure the signal $BTC"
X Link 2026-01-01T17:20Z [---] followers, [--] engagements
"The chart perfectly illustrates the principle of the 'Reflexive Flywheel.' By utilizing cheap capital to acquire BTC a company like $MSTR increases its Net Asset Value (NAV) per share which in turn drives the stock price and grants access to even more favorable financing terms. This 'Fixed Carry' structure effectively transforms the entity into a leveraged Bitcoin play without the traditional risks of a margin callprovided the debt maturities are sufficiently long-dated. I like it haha .) https://twitter.com/i/web/status/2006780726948081725 https://twitter.com/i/web/status/2006780726948081725"
X Link 2026-01-01T17:33Z [---] followers, [---] engagements
"What we see here are the M2 trajectories in the USA the Eurozone and China. To put it simply: this is a good proxy for real monetary expansion. As the data suggests the global trajectories of the Fed ECB and PBoC reveal a structural reality: we are operating within a framework of terminal denominator expansion. In such a regime the nominal appreciation of scarce assets is less a speculative event and more a mathematical re-rating against a diluting unit of account. With increasing network adoptionexemplified by last year's institutional inflows and a maturing regulatory landscapethe asset"
X Link 2026-01-01T19:29Z [---] followers, [---] engagements
"Excellent visualization of the cyclical 'noise'. While short-term holder momentum oscillates the long-term convergence between an expanding global M2 and an absolutely scarce numerator remains the primary signal. Once the headline-price divergence closes we are likely just witnessing the market recalibrating to the new monetary baseline. $BTC https://twitter.com/i/web/status/2006811678474994126 https://twitter.com/i/web/status/2006811678474994126"
X Link 2026-01-01T19:36Z [---] followers, [--] engagements
"@hillery_dan Yup. And therefore $STRD is undervalued right now"
X Link 2026-01-01T19:45Z [---] followers, [---] engagements
"@hillery_dan @tijerinachris1 It Is. But do you like STRK more or a mixture of STRD + $MSTR"
X Link 2026-01-01T19:47Z [---] followers, [---] engagements
"@thepowerfulHRV Doesn't matter. If that happens buy More $MSTR. Over time Bitcoin will go up and Strategy will outperform Bitcoin"
X Link 2026-01-01T20:07Z [---] followers, [---] engagements
"@ZynxBTC Mr. Market seem to need a little time to understand the product and the risk profile. It will be a gradual process but I believe over the next decade $MSTR will eat the debt market with STRD"
X Link 2026-01-01T23:17Z [---] followers, [---] engagements
"Thanks for the question here. Important not to stay in an echo chamber keeping the cognitive bias in check haha ;) To be honest I have a hard time imagining everything derailing it now as we've already multiple companies ( $MSTR in the USA $MTPLF in Japan) d0ing the Carry Trade out of Fiat into Bitcoin already. And I do believe that institutions are what matters since they are generally speaken much more longterm-orientated holder than retail. An regulatory "hard pivot" of the USA might slow things down but we've seen regimes fighting Bitcoin for years and it didn't really stop Network"
X Link 2026-01-02T04:36Z [---] followers, [---] engagements
"Absolutely alignedMetaplanet embodies the quintessential asymmetry of a leveraged yen-denominated carry into Bitcoin capitalizing on Japan's escalating debt-to-GDP trajectory while compounding exposure to the premier store of value. As my largest holding I see profound potential for BTC per share to multiply several-fold through iterative issuance of preferreds avoiding/reducing common equity dilution. At the current mNAV of [--] a low time preference reveals no structural impediments; the firm's operational cash flows amply cover preferred dividends ensuring sustainability amid yen debasement."
X Link 2026-01-02T16:16Z [---] followers, [----] engagements
"@InNumerisSat @dotkrueger haha get your point here. at the same time we're seeing an increasing network adoption. $MSTR $MTPLF the state of texas el salvador Czech National Bank. never underestimate the exponential trajectories in the world :)"
X Link 2026-01-02T16:22Z [---] followers, [---] engagements
"I will HODL all the way down to 10k if necessary and likewise all the way up to 1million+ (which is the way way more likely scenario here haha). conviction unshaked regulatory tailwinds increasingly more network adoption and a ever expanding denominator. $BTC is the revolution of our financial system https://twitter.com/i/web/status/2007126787604525513 https://twitter.com/i/web/status/2007126787604525513"
X Link 2026-01-02T16:28Z [---] followers, [--] engagements
"Great catch on the HV compression; these fractals are undeniably powerful for predicting short term movements of Mr. Market. :) My personal focus remains on the structural signal beneath the noise: the relentless Metcalfe's Law -driven adoption of the network. In an era of an ever-expanding denominator these short-term volatility windows are just the heartbeat of a multi-decade repricing. Im less concerned with the next candle than I am with the inevitable institutionalization of the worlds most inelastic collateral over the next ten years. $BTC"
X Link 2026-01-02T16:38Z [---] followers, [---] engagements
"@btc_overflow it is truely ridiculous. $MSTR is more than fine and primed for a incredible decade. it is really noticable that we're sentiment wise at a local low right now"
X Link 2026-01-02T16:42Z [---] followers, [---] engagements
"@ZynxBTC Eventually Mr. Market is going to wake up. As of now people still seem to need time to understand the compelling unique risk/reward structure of these prefs. Until then it is an even more attractive product for the ones truely understanding $MSTR"
X Link 2026-01-02T16:47Z [---] followers, [---] engagements
"I just bought more $MSTR. At a current mNAV of [--] the risk-reward symmetry has reached a point of mathematical inevitability. As I have a low time preference I see the recent tip in price not as dangerous but as an compelling buying opportunity While Bitcoin itself follows a robust Power Law corridor - a scale-invariant growth trajectory driven by network effects and diminishing supply with an ever increasing denominator of fiat - Strategy acts as the reflexive accelerator of that law. By buying at par with the underlying NAV one is essentially buying a "free" volatility engine. The Power Law"
X Link 2026-01-02T17:30Z [---] followers, [---] engagements
"Gotta admit that I was a little sad not to buy more $MTPLF more as I see their long-term value accretion as even higher. But lately my Metaplanet position got just to big in comparison haha 😂"
X Link 2026-01-02T17:32Z [---] followers, [---] engagements
"Negative funding at $90k is the definition of a 'Wall of Worry.' This persistent disbelief suggests the market is far from euphoria ironically creating the perfect conditions for a massive short squeeze. The trend remains intact as long as the majority continues to bet against it Otherwise said: sentiment is shit and that amplifies the opportunity $BTC https://twitter.com/i/web/status/2007156931371082207 https://twitter.com/i/web/status/2007156931371082207"
X Link 2026-01-02T18:27Z [---] followers, [----] engagements
"@wenhammertime @ZynxBTC Would recommend so :) maybe check out the liquidation preference too if you're not already familiar with that term :)"
X Link 2026-01-02T18:45Z [---] followers, [--] engagements
"@ZynxBTC Very well .) STRC really is a remarkable product. Once we see a real bull market for Bitcoin $MSTR will be able to hammer the ATM while simultaneously lower the dividend Buying STRC under [--] USD is free money"
X Link 2026-01-02T21:23Z [---] followers, [---] engagements
"@HermesLux and we yet have to witness STRC in a real bull market. adoption comes slowly than all at once :) $MSTR"
X Link 2026-01-02T21:25Z [---] followers, [---] engagements
"Sounds promising. [----] will be a year of business cycle uptick and and the obvious mean reversion of $BTC to its Power Law trend. Regulatory tailwinds are there institutional buying already absords all the LTH selling. Selling will come to an and as the distribution phase ends and all the extra liquidity will bring demand without the supply to handle it .) bullish on [----] and beyond https://twitter.com/i/web/status/2007202354542576092 https://twitter.com/i/web/status/2007202354542576092"
X Link 2026-01-02T21:28Z [---] followers, [---] engagements
"Quick reminder: Evertime you sell Bitcoin you buy Fiat. Don't buy Fiat $BTC What we see here are the M2 trajectories in the USA the Eurozone and China. To put it simply: this is a good proxy for real monetary expansion. As the data suggests the global trajectories of the Fed ECB and PBoC reveal a structural reality: we are operating within a https://t.co/Oltmeypdrf What we see here are the M2 trajectories in the USA the Eurozone and China. To put it simply: this is a good proxy for real monetary expansion. As the data suggests the global trajectories of the Fed ECB and PBoC reveal a"
X Link 2026-01-02T23:50Z [---] followers, [--] engagements
"Bitcoins fair value is driven by a powerful confluence: the terminal expansion of the global denominator and the non-linear growth of network adoption. As the S-curve matures price discovery increasingly functions as a mathematical re-rating of absolute scarcity. This means that the the upward trajectory isn't speculativeits a systemic convergence toward a new monetary equilibrium. $BTC https://twitter.com/i/web/status/2007238811135180856 https://twitter.com/i/web/status/2007238811135180856"
X Link 2026-01-02T23:53Z [---] followers, [---] engagements
"Low time preference reveals the irrelevance of midnight rallies. :) Bitcoins trajectory follows a power-law governed by Metcalfe dynamics: value scales super-linearly with network adoption while supply approaches asymptotic fixity. As fiat debasement accelerates global demanddriven by savings migration and institutional recursionwill inexorably overwhelm emission. Bears await slaughter by price; they will instead be quietly eclipsed by the emergent monetary premium. Zoom out buy $BTC and hold :) https://twitter.com/i/web/status/2007240212804477264"
X Link 2026-01-02T23:58Z [---] followers, [--] engagements
"Indeed Bitcoin's 17-year maturation embodies the Lindy Effect: each year of survival amplifies its expected longevity rendering it increasingly robust against existential threats. Current metrics affirm thishashrate now at [--] ZH/s price hovering near $89000locking in power-law dynamics where network value scales superlinearly with adoption (per Metcalfe's law extended to monetary networks). Economically this creates profound asymmetry: Bitcoin's capped supply (21M) confronts accelerating global demand driven by fiat debasement and institutional recursion leading to marginal utility gains that"
X Link 2026-01-03T00:15Z [---] followers, [---] engagements
"Regulatory tailswinds seem to remain in [----] :) Network adoption is real and we're witnissing it in real time. With more and more regulatory claritiy institutional byuing pressure will accelerate. Liquidity waves are coming in [----] amplifiying this process. Time is our friend :) $BTC https://twitter.com/i/web/status/2007247984581279979 https://twitter.com/i/web/status/2007247984581279979"
X Link 2026-01-03T00:29Z [---] followers, [---] engagements
"The power of MSTR lies in the dual-compounding of BTC price appreciation and aggressive treasury expansion. By outstripping the fixed supply of Bitcoin while the underlying asset undergoes a 30% CAGR Saylor is engineering a multi-trillion dollar NAV fortress. This isn't just a trade; it's the institutionalization of generational wealth through sheer mathematical inevitability. $MSTR https://twitter.com/i/web/status/2007474823304192041 https://twitter.com/i/web/status/2007474823304192041"
X Link 2026-01-03T15:31Z [---] followers, [---] engagements
"The flip to a positive Realized Profit Ratio for short-term holders marks a structural shift in market sentiment. After months of underwater accumulation the transition into the "green zone" at $90k signals the return of a high-conviction bull market. When the marginal seller is replaced by profitable new entrants the path of least resistance leads significantly higher. We will start with the mean-reversion process within the bands of the Power Law $BTC https://twitter.com/i/web/status/2007475428039000129 https://twitter.com/i/web/status/2007475428039000129"
X Link 2026-01-03T15:33Z [---] followers, [--] engagements
"I still believe in this assumption and I still believe it is more of an base case then a bull case. Basic Math At an mNAV of [--] $MTPLF is heavily de-risked right now. As the basic function of the price of a BTC-TC has three variables (BTC-Price x BTC/Share x mNAV) BTC-TCs are by design built to everly increase value by the Change in BTC/Share. That's called accretive dilution. As the mNAV is now [--] ( book value) it is also a variable I do not expect to go down at least not for people with a Low Time Preference. Finally if we watch the Power Law channel $BTC itself is actually underprised at the"
X Link 2026-01-03T15:56Z [---] followers, [---] engagements
"@Metaplanet What a time to live in witnessing the birth of a new financial system:) and witnessing the birth of a hotel company being on of the mayor accelerators for that. love u guys:) 🔥"
X Link 2026-01-03T18:08Z [---] followers, [---] engagements
"@RoaringRagnar Honestly I tried to do the maths with other outcomes and you gotta ve crazy bearish to not think so. Or some innovative company exists in Japan I do not know $MTPLF"
X Link 2026-01-03T19:31Z [---] followers, [---] engagements
"@TheBTCTherapist $BTC bull market starts with an essentiell uptick in the Business Cycles which hasn't happened yet. 2026/2027 will be great:)"
X Link 2026-01-03T19:33Z [---] followers, [--] engagements
"$MTPLF managment team as convicted as ever. I have zero doubt in this investment. We're going higher 🔥🔥 @pierre_crypt0 @DHSgov Weve gone from a $14m hotel with no future to a $3b company thats the 4th largest public BTC holder in the world in [--] months. Our stock is +2000% since adopting BTC and our market cap is +20000%+. Bitcoin is going higher. We are undeterred. @pierre_crypt0 @DHSgov Weve gone from a $14m hotel with no future to a $3b company thats the 4th largest public BTC holder in the world in [--] months. Our stock is +2000% since adopting BTC and our market cap is +20000%+. Bitcoin"
X Link 2026-01-03T20:33Z [---] followers, [---] engagements
"Hmm .) I do blieve that Metaplanet will be the largest corporation in Japan by market cap in [----]. I also believe it will outperform almost any other asset on the way to that. But I do not think it will trade at above $100 by then (maybe you also don't and I am reading this post wrong haha:)). If $BTC has a CAGR of [--] % over that timeframe $MTPLF would need to have an annual increase in BTC/Share of [--] % over that time span + it would need to trade at a mNAV of 3+. It surely is possible but I doubt it. Anyway over [--] years this price target suddenly becomes very easy to achieve. I still"
X Link 2026-01-03T22:39Z [---] followers, [---] engagements
"A price target of $180k for $BTC may seem provocative during periods of low sentiment but when we strip away the market noise such a valuation appears mathematically grounded and maybe even conservative. Rather than relying on traditional technical analysis I believe the trajectory is driven by fundamental pillars: 1) Network Adoption: Bitcoins valuation is a function of a variant of Metcalfes Law. As institutional integration deepens and the infrastructure for global settlement matures the networks value scales exponentially. We now have more regulatory clearity than ever and in the BTC-TC"
X Link 2026-01-03T23:10Z [---] followers, [--] engagements
"@gefjon_nasira @ZynxBTC I surely hope it is. 🔥 My maths makes me a little sceptical :) how do you calculate Metaplanet ending on a [---] share price in [----] I am curious"
X Link 2026-01-03T23:15Z [---] followers, [---] engagements
"@thepowerfulHRV What colour is a mix of green and orange;)"
X Link 2026-01-04T16:16Z [---] followers, [--] engagements
"I invest in Strategy or Metaplanet. I do not invest in Bitcoin. I save in Bitcoin :) $BTC"
X Link 2026-01-04T16:20Z [---] followers, [---] engagements
"@gerovich [----] will be a great year. thanks to you and @DylanLeClair for all the effort you guys are putting in. $MTPLF remains to be my biggest position by large I have full conviction in what you guys are doing"
X Link 2026-01-05T02:08Z [---] followers, [---] engagements
"Looking forward to when $MTPLF will capture the 2nd biggest spot here. .) A year ago we were the tiny red box at the bottom of the image. Still buying. Never stopping. https://t.co/Q7KR0vh04O A year ago we were the tiny red box at the bottom of the image. Still buying. Never stopping. https://t.co/Q7KR0vh04O"
X Link 2026-01-05T13:55Z [---] followers, [---] engagements
"What is your opinion on how big the USD reserve needs to be I personlly liked the move initially but just to calm the negative fear driven voices in the investing-space. But strictly mathematicly if you expect Bitcoin to go up in price through whatever modeling or thesis you have the expected value of Bitcoin is in every future point higher than it is right now. I am fine with having like [--] years of emergency reserve but for every expanding of this timeframe we pay with an negative expected value for this move. I know the reality is that there are some investors who urge Saylor to do this."
X Link 2026-01-05T14:17Z [---] followers, [--] engagements
"As expected $MSTR raised Bitcoin AND cash. (0% BTC/Share yield YTD) As of now they hold around [----] months of dividend coverage through their USD-Reserve with a current amplification rate of 26%. For now I like what Saylor is doing here: getting something like an emergency reserve that secures Strategy from selling Bitcoin at lower price if a Bear Market were to happen (or if it is priced with an mNAV 1). Personally I would like Saylor to stop soon with the strengthening of a USD reserve. I know this is an unpopular opinion right now but here is why: This reserve should in my mind only serve"
X Link 2026-01-05T14:38Z [---] followers, [---] engagements
"@RoaringRagnar STRC will eat the debt market and if they get a partnership with a bank the whole saving market as well. $MSTR is one step ahead of everyone else here :) already excited to see this product coming out in Japan from $MTPLF"
X Link 2026-01-05T16:08Z [---] followers, [---] engagements
"@ZynxBTC Already [--] years without their BTC stack at all. I am certain that they won't need to sell any Bitcoin in the next decade. Just buying from here on. $MSTR"
X Link 2026-01-05T16:12Z [---] followers, [---] engagements
"$MTPLF right now seems to have a smiliar upside potential now as MSTR leaps but without an expiration date and the theta-risk. For the next few years I expect them to deliver [--] % yield annualy on top of Bitcoin price and with a good chance of delivering mNAV expansion on top of it. I like MSTR leaps here. I just think the risk/reward on Metaplanet stock is just better https://twitter.com/i/web/status/2008313147690807767 https://twitter.com/i/web/status/2008313147690807767"
X Link 2026-01-05T23:02Z [---] followers, [---] engagements
"@IIICapital @Strategy yup :) there is still a lack of education we're seeing but Mr. Market is going to wake up. and with time the $MSTR preferreds will eat up all of the debt market"
X Link 2026-01-05T23:03Z [---] followers, [---] engagements
"@AdamBLiv Screaming buy here. :) even skipped buying more Metaplanet this month to buy more $MSTR here (for diversification purpose still Metaplanet is a way bigger position for me)"
X Link 2026-01-05T23:16Z [---] followers, [---] engagements
"My biggest position $MTPLF is up about [--] % today. Unpopular opinion but I really do not care a lot. If you do care to much you won't make it. Because then you will care even more when it is down [--] % in a day. I know the companies I am invested in. That means that I have a model in mind of what to expect. Also about the potential risks. And I have a timeframe for my investments. I do rarely care what happens over a week or a months. Sometimes I care what happens in a year. But honestly I seek to have a time horizon of a decade and beyond. Zoom out and now the thesis :) and trust in your own"
X Link 2026-01-05T23:42Z [---] followers, [----] engagements
"I understand where that assessment is coming from and I respect this opinion. However I hold a different view :) By definition democracies are inefficient and almost always flawed in a way. That is the price a society pays for allowing every individual to voice their opinion and in a sense have a say in social decision-making processes. The more diverse opinions are involved the less efficiently any single theoretical concept can be meaningfully implemented. Nevertheless I consider the right of every individual to participate an incredibly valuable gift."
X Link 2026-01-06T00:04Z [---] followers, [--] engagements
"That is the problem with monetary inflation. People who haven't enough money can buy a little more products but since that doesn't necessarily mean that more is produced prices just follow and we call it inflation. On the other hand people who have enough money use extra cash to invest more and bid asset prices up making them even less affordable for the working class. The system sadly doesn't treat everyone fair. Sadly the only way out is to find a way to invest and buy (scarce) assets $BTC. that is the only way to profit in this system yourself."
X Link 2026-01-06T00:19Z [---] followers, [--] engagements
"The funny thing is that ever after this massive rise this week we're still criminally undervalued at an mNAV of [----] pricing in only a BTC/Share increase of [--] % which is probably just around [--] quarters of growth. $MTPLF Also BTC is about to have a mean reversion within the bands of the Power Law. Massively to the upside :) https://twitter.com/i/web/status/2008353524552253475 https://twitter.com/i/web/status/2008353524552253475"
X Link 2026-01-06T01:42Z [---] followers, [---] engagements
"@AdamBLiv Even with another 50% run in the next week $MTPLF would still be a screaming buying opportunity. From here on the next decade is going to be a lot of fun :)"
X Link 2026-01-06T01:43Z [---] followers, [---] engagements
"@HermesLux even after this run in the last two days $MTPLF remains criminally undervalued and a generational buying opportunity :)"
X Link 2026-01-06T01:47Z [---] followers, [---] engagements
"It will happen. As institutional capital in tradfi is just about to wake up to the Bitcoin Trade $MSTR has already won the game. They will be forced to partner as Strategy provides additional liquidity to the game. Strategy will be the bridge between tradfi and Bitcoin. It will be infrastructure :) 🔥.not a question of if but when https://twitter.com/i/web/status/2008355711885984247 https://twitter.com/i/web/status/2008355711885984247"
X Link 2026-01-06T01:51Z [---] followers, [---] engagements
"@ZynxBTC Bitcoin is the hurdle rate .that's why I almost only invest in companies like $MSTR or $MTPLF. These are almost the only companies where I feel pretty save that they're going to outperform Bitcoin"
X Link 2026-01-06T16:02Z [---] followers, [---] engagements
"@AdamBLiv We're going to have a great decade as $MSTR investors .) we only have about [--] quarters of BTC-yield priced in. The rest is pure upside above bitcoin as a hurdle rate from here :)"
X Link 2026-01-07T01:43Z [---] followers, [----] engagements
"@bobleewaggeris Screaming buys here all over the $BTC space here. I like almost all these plays if you have a low time preference and are willing to hold for the long run. My personal favorite right now is $MTPLF by a lot :) these prices are generational opportunites"
X Link 2026-01-07T02:54Z [---] followers, [---] engagements
"Metaplanet is up over [--] % over the last months. .and remains incredibly cheap. With an mNAV of [----] maybe a year of BTC/Share-growth is baked in. My estimates are even less. The stock will probably still do like a 30x or more over the coming decade. Zoom out the era of Bitcoin is just beginning. For me $MTPLF is by far my biggest position. https://twitter.com/i/web/status/2008966264098836773 https://twitter.com/i/web/status/2008966264098836773"
X Link 2026-01-07T18:17Z [---] followers, [----] engagements
"If you don't buy at these prices you should definitly start doing more research now .because as of now it seems like you still just don't get it These asymetrical buying opportunity come once a decade. $MTPLF $MSTR"
X Link 2026-01-08T01:01Z [---] followers, [---] engagements
"@AdamBLiv Yup. truely remarkable the math If Bitcoin holds it's projectory of the Power Law and $MSTR delievers yield on top of that"
X Link 2026-01-08T16:29Z [---] followers, [---] engagements
"Mathematically this seems very improbable to me. To get to [------] BTC Metaplanet needs to 6x its current holdings. Achieving a 5x yield with that would assume that they buy all these BTC by issuing MARS (which hasn't even had its terms published yet) and that they somehow find the cash flow to support these massive amounts. Even with Mercury this can't be achieved as shares are sold at [----] YEN which only equates to an mNAV around [---] (assuming that they fund all the dividends via their cash flow). Also I do not expect Metaplanet to trade at an mNAV of [--] anymore with [------] Bitcoin in it's"
X Link 2026-01-08T16:31Z [---] followers, [---] engagements
"Wether you need to do it or not is your own decision obviously:) but If you believe in $BTC and it's Power Law trajectory or something similar it might be worth thinking about $MTPLF. NFA of course:) For me personally Metaplanet is my biggest holding and even during the rough drawdown from [--] to [---] I slept well at night with:) https://twitter.com/i/web/status/2009302743991898185 https://twitter.com/i/web/status/2009302743991898185"
X Link 2026-01-08T16:34Z [---] followers, [---] engagements
"The beauty of the business model of BTC-TCs lies in its simplicity. They acquire Bitcoin. Once they have it they hold it forever. As an investor you don't have to worry. Maybe the company has a bad quarterthen you do not get any yield for that quarter. Next quarter they might find a chance to generate yield again. And then keep reminding yourself that Bitcoin is the scarcest asset in the world. This gives me peace of mind. And I know: Just a few percent yield on top of the performance of Bitcoin is incredible because Bitcoineven without additional yieldis incredible. $MSTR $MTPLF"
X Link 2026-01-08T23:58Z [---] followers, [---] engagements
"@Anders_ Great summary @Anders_ Over the long run probably all of them are going to do great. Personally $MTPLF remains to be my biggest position by far :)"
X Link 2026-01-09T00:19Z [---] followers, [---] engagements
"@thebtcpharaoh The longer it stays lower the longer we can buy cheaper:)"
X Link 2026-01-09T04:33Z [---] followers, [--] engagements
"@ZynxBTC BTC-TCs are a somewhat leveraged play on Bitcoin but seem to have a floor at around mNAV. If you buy around book value this investments are going to print $MSTR $MTPLF"
X Link 2026-01-09T15:39Z [---] followers, [---] engagements
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