# ![@Brennan_BTC22 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1538064415957868544.png) @Brennan_BTC22 Brennan

Brennan Smithson is not mentioned in the provided tweets. However, MicroStrategy ($MSTR) is being discussed, with some users expressing concerns about the company's strategy, particularly its use of at-the-market (ATM) offerings to fund its Bitcoin investments, which may be dilutive to shareholders. The discussion also touches on issues of censorship and free speech in online communities.

### Engagements: [-----] [#](/creator/twitter::1538064415957868544/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1538064415957868544/c:line/m:interactions.svg)

- [--] Week [-------] +3.30%
- [--] Month [-------] +90%
- [--] Months [---------] -78%
- [--] Year [---------] +1,184,966%

### Mentions: [--] [#](/creator/twitter::1538064415957868544/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1538064415957868544/c:line/m:posts_active.svg)

- [--] Week [--] -46%
- [--] Month [---] -8.50%
- [--] Months [-----] +468%
- [--] Year [-----] +48,567%

### Followers: [-----] [#](/creator/twitter::1538064415957868544/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1538064415957868544/c:line/m:followers.svg)

- [--] Week [-----] +2.50%
- [--] Month [-----] +9.50%
- [--] Months [-----] +34%
- [--] Year [-----] +970%

### CreatorRank: [-------] [#](/creator/twitter::1538064415957868544/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1538064415957868544/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #4483 [stocks](/list/stocks)  49.02% [finance](/list/finance)  32.35% [currencies](/list/currencies)  3.92% [financial services](/list/financial-services)  0.98% [social networks](/list/social-networks)  0.98% [technology brands](/list/technology-brands)  0.98%

**Social topic influence**
[$mstr](/topic/$mstr) #61, [bitcoin](/topic/bitcoin) #2103, [mstr](/topic/mstr) #146, [$strc](/topic/$strc) #29, [$btc](/topic/$btc) #2433, [dividend](/topic/dividend) #231, [business](/topic/business) 4.9%, [$naka](/topic/$naka) 2.94%, [if you](/topic/if-you) 2.94%, [bearish](/topic/bearish) 2.94%

**Top accounts mentioned or mentioned by**
[@saylor](/creator/undefined) [@idobitcoin2](/creator/undefined) [@strategymaxi](/creator/undefined) [@callingmrbenzo](/creator/undefined) [@tjando92](/creator/undefined) [@hialeahhodl](/creator/undefined) [@editorstoppick](/creator/undefined) [@comic](/creator/undefined) [@actuallyclimber](/creator/undefined) [@dansorensen6](/creator/undefined) [@ryanshe74157201](/creator/undefined) [@therealdhr](/creator/undefined) [@chcbearsfan](/creator/undefined) [@bccponzi](/creator/undefined) [@hillerydan](/creator/undefined) [@beergeek40](/creator/undefined) [@bjensen89](/creator/undefined) [@chazzonke](/creator/undefined) [@sovereignsats](/creator/undefined) [@strategy](/creator/undefined)

**Top assets mentioned**
[Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [Nakamoto Games (NAKA)](/topic/$naka) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Asset Entities Inc. (ASST)](/topic/$asst) [The 99% Community (99)](/topic/$99) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [BlackRock Inc (BLK)](/topic/blackrock) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [iShares BTC Trust (IBIT)](/topic/$ibit)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The Bitcoin Treasury Company circle of life. $MSTR $MTPLF $SWC $NAKA $ASST $SMLR $SQNS"  
[X Link](https://x.com/Brennan_BTC22/status/2004317616844992688)  2025-12-25T22:25Z [----] followers, [----] engagements


"Sadly most still do not understand. $MSTR"  
[X Link](https://x.com/Brennan_BTC22/status/2004561045403414971)  2025-12-26T14:32Z [----] followers, 11.8K engagements


"How long will it take people to admit that Digital Credit was a dumb idea and abject failure $MSTR"  
[X Link](https://x.com/Brennan_BTC22/status/2005661018182078472)  2025-12-29T15:23Z [----] followers, 30.3K engagements


"Let me save you a few words. Do not buy $MSTR. Do not buy $MSTR above $130/share. Do not buy $MSTR above $130/share"  
[X Link](https://x.com/Brennan_BTC22/status/2005720699948970367)  2025-12-29T19:20Z [----] followers, [----] engagements


"I bet the $MSTR shareholders cannot wait to pay their BlackRock tax. The irony is just hilarious at this point. If you hold $MSTR shares you have a mental illness at this point. Almost 7% of STRC's total notional issuance is now held by a BlackRock ETF. This is how Bitcoin-native capital structures quietly enter the plumbing of traditional finance. If this exposure grows over time STRC becomes exposed to a perpetual institutional bid via passive Almost 7% of STRC's total notional issuance is now held by a BlackRock ETF. This is how Bitcoin-native capital structures quietly enter the plumbing"  
[X Link](https://x.com/Brennan_BTC22/status/2013354750964572186)  2026-01-19T20:55Z [----] followers, [----] engagements


"Another large Bitcoin purchase at [----] mNAV. The bottom is not in for $MSTR"  
[X Link](https://x.com/Brennan_BTC22/status/2013621410837520891)  2026-01-20T14:35Z [----] followers, 19.8K engagements


"Should Saylor get a hall pass for not providing Proof of Reserves Or should dont trust verify be best practices and the industry standard @Brennan_BTC22 Every Bitcoin purchase is disclosed in SEC filings (10-Q 10-K 8-K) @Brennan_BTC22 Every Bitcoin purchase is disclosed in SEC filings (10-Q 10-K 8-K)"  
[X Link](https://x.com/Brennan_BTC22/status/2013689711492050983)  2026-01-20T19:06Z [----] followers, [----] engagements


"If you read the fine print $STRC is NOT collateralized by @Strategys Bitcoin. Yet this @Strategy employee is telling me that it is So which one is it Is this how lawsuits happen $MSTR needs $STRC for $BTC amplification. $STRC needs $MSTR for $BTC over-collateralization. $MSTR needs $STRC for $BTC amplification. $STRC needs $MSTR for $BTC over-collateralization"  
[X Link](https://x.com/Brennan_BTC22/status/2013733802783162719)  2026-01-20T22:02Z [----] followers, 13.3K engagements


"$MSTR Bitcoin Per Share (BPS) Evaluation When people are discussing the topic of Bitcoin Treasury Companies the Bitcoin Per Share KPI metric gets thrown around a lot. Bitcoin Per Share (BPS) is the BTC held on balance sheet divided by Assumed Diluted Shares Outstanding (ADSO). This decimal can then be converted to a sats/share basis. Without breaking down the math it is hard to understand the nuance of this metric. Generally people refer to BPS as either going up or down. But more due diligence is required to accurately portray this metric. Personally I am not a believer that BPS is a"  
[X Link](https://x.com/Brennan_BTC22/status/2014824641454350728)  2026-01-23T22:16Z [----] followers, [----] engagements


"This applies to ALL Bitcoin Treasury Companies not just $NAKA. For $1/2 million loss I will make enough jokes about #Naka its management and idiots like me that just had to chase some hottie on a Saturday night when all i had to do is pick up [--] more bitcoin go home and paint read and learn more about myself. Instead I get to know For $1/2 million loss I will make enough jokes about #Naka its management and idiots like me that just had to chase some hottie on a Saturday night when all i had to do is pick up [--] more bitcoin go home and paint read and learn more about myself. Instead I get to know"  
[X Link](https://x.com/Brennan_BTC22/status/2015941365834584344)  2026-01-27T00:14Z [----] followers, [----] engagements


"MSTRetards when $STRC is at $100: Its going to eat the whole fixed income market. MSTRetards when $STRC is at $99: Dude chill Its only [--] months old"  
[X Link](https://x.com/Brennan_BTC22/status/2016174650540052981)  2026-01-27T15:41Z [----] followers, [----] engagements


"If shareholders derive value from BPS and it is decreasing AND the companys primary KPIBitcoin Yield (per the CEO)is flatlining it seems the business model is failing for both the shareholders and the company. $MSTR Stay humble and stack sats. $BTC https://t.co/4WGcdolqky Stay humble and stack sats. $BTC https://t.co/4WGcdolqky"  
[X Link](https://x.com/Brennan_BTC22/status/2016633313562116239)  2026-01-28T22:03Z [----] followers, [----] engagements


"Going against current shareholder interest to attract new investors is Bitcoin Treasury Company commonplace. See $MTPLF International Offering for a case study. Institutional investors received a 15% discount to the shareholders at the time. When no value exists more perverse incentives must be used to raise capital. Integrity is not high in this space. https://twitter.com/i/web/status/2016689676162109516 https://twitter.com/i/web/status/2016689676162109516"  
[X Link](https://x.com/Brennan_BTC22/status/2016689676162109516)  2026-01-29T01:47Z [----] followers, [---] engagements


"@bccponzi That will take a few months with the [--] bps hikes"  
[X Link](https://x.com/Brennan_BTC22/status/2016908989397668023)  2026-01-29T16:19Z [----] followers, [---] engagements


"@morpheus7447x I think the market is going to push it below $99 every month to force a yield hike"  
[X Link](https://x.com/Brennan_BTC22/status/2017037377340879059)  2026-01-30T00:49Z [----] followers, [--] engagements


"$MSTR has a Bitcoin cost basis of $76037 since they began purchasing Bitcoin over [--] years ago. That equates to a 9% gain on their investment. Meanwhile Bitcoin is up 185% over the same [--] year period"  
[X Link](https://x.com/Brennan_BTC22/status/2017243773613306359)  2026-01-30T14:29Z [----] followers, 12.1K engagements


"What a great week for the earnings call Less than [--] weeks to go for our Q4 [----] Earnings Call Mark your calendars - [--] PM ET on Feb [--] (Thu). https://t.co/CWHdKKUUmb Less than [--] weeks to go for our Q4 [----] Earnings Call Mark your calendars - [--] PM ET on Feb [--] (Thu). https://t.co/CWHdKKUUmb"  
[X Link](https://x.com/Brennan_BTC22/status/2017694262347944081)  2026-01-31T20:19Z [----] followers, [----] engagements


"This is aging well. If I said something this stupid I would delete my account. MSTR absorbed the 75% drawdown this cycle so Bitcoin didn't have to as volatility shifted from spot BTC to the MSTR common stock. While Saylor is preventing the bear market by acting as the buyer of last resort issuing heavily at 1x mNAV. MSTR absorbed the 75% drawdown this cycle so Bitcoin didn't have to as volatility shifted from spot BTC to the MSTR common stock. While Saylor is preventing the bear market by acting as the buyer of last resort issuing heavily at 1x mNAV"  
[X Link](https://x.com/Brennan_BTC22/status/2017706349094695154)  2026-01-31T21:07Z [----] followers, [----] engagements


"Another purchase. Another loss for $MSTR shareholders. BPS: After last weeks purchase (1/26/26) BPS was [------] sats/share. Now after this weeks purchase (2/2/26) BPS is [------]. This is a loss of [---] sats/share (-0.06%). Bitcoin Yield: After last weeks purchase (1/26/26) Bitcoin Yield was 0.4% YTD. Now after this weeks purchase (2/2/26) Bitcoin Yield is 0.3%. This purchase resulted in a (-0.1%) loss in Bitcoin Yield YTD. Bitcoin $ Loss: With Bitcoin currently at $77850 this most recent purchase is at a ($8656020) unrealized loss. YTD the five Bitcoin acquisitions are sitting at a staggering"  
[X Link](https://x.com/Brennan_BTC22/status/2018326766679384329)  2026-02-02T14:12Z [----] followers, [----] engagements


"Going to be an exciting earnings call 🤣 Join us on Thursday February [--] at 5:00 PM ET for our Q4 Earnings Call. Well discuss our Q4 financial results the evolution of Digital Credit and our capital markets strategy. We will also host a live Q&A with guests to be announced soon. $MSTR $STRC Join us on Thursday February [--] at 5:00 PM ET for our Q4 Earnings Call. Well discuss our Q4 financial results the evolution of Digital Credit and our capital markets strategy. We will also host a live Q&A with guests to be announced soon. $MSTR $STRC"  
[X Link](https://x.com/Brennan_BTC22/status/2018762360232485150)  2026-02-03T19:03Z [----] followers, 76.5K engagements


"Im sure @LukeGromen has his DMs open for the apologies to start rolling in. Permabull idiots $BTC"  
[X Link](https://x.com/Brennan_BTC22/status/2018793397126087050)  2026-02-03T21:07Z [----] followers, [----] engagements


"@johnnovack50413 @FiatisF00lsgold Besides upside has been missing for [--] straight months. $MSTR had already started its downtrend while BTC was still hitting ATHs"  
[X Link](https://x.com/Brennan_BTC22/status/2018811149970751852)  2026-02-03T22:17Z [----] followers, [--] engagements


"@EditorsTopPick @comic I hope. That way to theatrics can be over and the irony plays out"  
[X Link](https://x.com/Brennan_BTC22/status/2018857787191951502)  2026-02-04T01:22Z [----] followers, [--] engagements


"Saylor should be required to wear this on the Q4 earnings call due to the $MSTR abysmal performance and for his atrocities against shareholders. A few takeaways from [----] into this year: Shareholders down 71% from the July [----] high. BPS is trending lower. Ended Q4 with negative BTC Yield QTD. Digital Credit failure to thrive. Basic mNAV of [----]. Bitcoin stack +0.5% after [---] years. All the KPIs are regressing and the fundamentals are breaking down because of poor management horrible execution and a lack of accountability. Saylor is the fool. Many have just not figured it out yet. Dont be a"  
[X Link](https://x.com/Brennan_BTC22/status/2018875963111596216)  2026-02-04T02:35Z [----] followers, [----] engagements


"@rufflife222 You mean there are real companies out there producing real world value"  
[X Link](https://x.com/Brennan_BTC22/status/2018876309594890447)  2026-02-04T02:36Z [----] followers, [---] engagements


"You thought the forces that be would let Saylor off the hook with another cakewalk earnings call Max humiliation is in store. We are about to watch a Saylor masterclass on pointing the blame lack of accountability and master level deflection. $MSTR"  
[X Link](https://x.com/Brennan_BTC22/status/2019108229536727242)  2026-02-04T17:58Z [----] followers, 10K engagements


"@lewaf Bitcoin/share right 🤣"  
[X Link](https://x.com/Brennan_BTC22/status/2019150073423118534)  2026-02-04T20:44Z [----] followers, [--] engagements


"When does the Saylor mutiny begin $MSTR BREAKING: MicroStrategy $MSTR hits its lowest level since September [----] as the company's Bitcoin position nears a -$3 billon loss. The stock is now down -78% since its November [----] record high. https://t.co/BtrLahHHa6 BREAKING: MicroStrategy $MSTR hits its lowest level since September [----] as the company's Bitcoin position nears a -$3 billon loss. The stock is now down -78% since its November [----] record high. https://t.co/BtrLahHHa6"  
[X Link](https://x.com/Brennan_BTC22/status/2019179059389833360)  2026-02-04T22:39Z [----] followers, [----] engagements


"@StrategyMaxi Youre comparing apples and oranges"  
[X Link](https://x.com/Brennan_BTC22/status/2019199491195199901)  2026-02-05T00:00Z [----] followers, [--] engagements


"Two shitcoiners disguised as leading $BTC analysts huh This is how I know $MSTR is destined to go lower. When grifters resort to scratching each others backs that is when the ship is about to capsize. Were excited to welcome leading $BTC analysts to the live Q&A during our Q4 Earnings Call tomorrow at [--] PM ET: @LynAldenContact @LawrenceLepard @fundstrat and @hillery_dan. https://t.co/uk02qdMsNq Were excited to welcome leading $BTC analysts to the live Q&A during our Q4 Earnings Call tomorrow at [--] PM ET: @LynAldenContact @LawrenceLepard @fundstrat and @hillery_dan. https://t.co/uk02qdMsNq"  
[X Link](https://x.com/Brennan_BTC22/status/2019202030070309245)  2026-02-05T00:10Z [----] followers, [----] engagements


"@BeerGeek40 @TeamGL_Invest 🎯"  
[X Link](https://x.com/Brennan_BTC22/status/2019206093977862188)  2026-02-05T00:27Z [----] followers, [--] engagements


"@BJensen89 @SquirrelBitcoin I was bearish $MSTR since July"  
[X Link](https://x.com/Brennan_BTC22/status/2019220986290159653)  2026-02-05T01:26Z [----] followers, [--] engagements


"The race to the bottom continues. $MSTR $BMNR"  
[X Link](https://x.com/Brennan_BTC22/status/2019244868758094310)  2026-02-05T03:01Z [----] followers, 13.4K engagements


"Digital Credit is a total failure. Saylor is F*CKED"  
[X Link](https://x.com/Brennan_BTC22/status/2019452873579405394)  2026-02-05T16:47Z [----] followers, [----] engagements


"@webaddict2014 Shareholders have already been. Now its Saylors turn. They will just be dragged down further with him"  
[X Link](https://x.com/Brennan_BTC22/status/2019463158243410205)  2026-02-05T17:28Z [----] followers, [---] engagements


"@ChazzonKe The inevitable crash ad burn will be legendary"  
[X Link](https://x.com/Brennan_BTC22/status/2019464006704980180)  2026-02-05T17:31Z [----] followers, [---] engagements


"@LoneGreyWolfUK @ChazzonKe Yeah theyve been on here since $STRC IPO"  
[X Link](https://x.com/Brennan_BTC22/status/2019491322638254315)  2026-02-05T19:20Z [----] followers, [--] engagements


"@sovereignsats @levenson_david Whats there to talk about Saylor is an idiot"  
[X Link](https://x.com/Brennan_BTC22/status/2019513678048162238)  2026-02-05T20:49Z [----] followers, [--] engagements


"$MSTR closed today with a $30B market cap. In July [----] $MSTR had a market cap of $122B. Saylor notoriously lost $6B in one day during [----]. Since July [----] Saylor has erased $92B in market cap. Which one is worse $6B in one day or $92B in [--] months Either way Saylor and $MSTR are professionals at destroying billions of dollars in shareholder value. https://twitter.com/i/web/status/2019523485656072343 https://twitter.com/i/web/status/2019523485656072343"  
[X Link](https://x.com/Brennan_BTC22/status/2019523485656072343)  2026-02-05T21:28Z [----] followers, [---] engagements


"$MSTR closed today with a $30B market cap. In July [----] $MSTR had a market cap of $122B. Since July [----] Saylor has erased $92B in market cap. Saylor notoriously lost $6B in one day during [----]. Which one is worse $6B in one day or $92B in [--] months Either way Saylor and $MSTR are professionals at destroying billions of dollars in shareholder value. https://twitter.com/i/web/status/2019525529322549408 https://twitter.com/i/web/status/2019525529322549408"  
[X Link](https://x.com/Brennan_BTC22/status/2019525529322549408)  2026-02-05T21:36Z [----] followers, [----] engagements


"Best scenario for $MSTR shareholders is @saylor announces he is stepping down as Executive Chairman effective immediately. Strategy announces Q4 [----] results: - [------] $BTC held - 22.8% BTC Yield in [----] - Largest US equity issuer raised $25.3 billion in [----] - $STRC scaled to $3.4 billion; 11.25% current dividend rate https://t.co/d6oGz8jHI8 Strategy announces Q4 [----] results: - [------] $BTC held - 22.8% BTC Yield in [----] - Largest US equity issuer raised $25.3 billion in [----] - $STRC scaled to $3.4 billion; 11.25% current dividend rate https://t.co/d6oGz8jHI8"  
[X Link](https://x.com/Brennan_BTC22/status/2019527800919646410)  2026-02-05T21:45Z [----] followers, [----] engagements


"@sovereignsats @levenson_david Is it bearish"  
[X Link](https://x.com/Brennan_BTC22/status/2019530292940181619)  2026-02-05T21:55Z [----] followers, [--] engagements


"Bragging about raising $47.9B in capital over [--] years when the $MSTR market cap is $35.5B is not a flex @phongle"  
[X Link](https://x.com/Brennan_BTC22/status/2019555142589378713)  2026-02-05T23:34Z [----] followers, [----] engagements


"@CallingMrBenzo @saylor Diamond fingers"  
[X Link](https://x.com/Brennan_BTC22/status/2019561001323204700)  2026-02-05T23:57Z [----] followers, [--] engagements


"@Aaron890325 @saylor Hes a serial fraudster"  
[X Link](https://x.com/Brennan_BTC22/status/2019566287794667895)  2026-02-06T00:18Z [----] followers, [--] engagements


"One +25% day for $MSTR and people forget the last [--] months. Enjoy your victory lap for the weekend. Next week it will be back to business as usual"  
[X Link](https://x.com/Brennan_BTC22/status/2019864711421141081)  2026-02-06T20:04Z [----] followers, [----] engagements


"@idobitcoin2 I think youre celebrating a dead cat bounce"  
[X Link](https://x.com/Brennan_BTC22/status/2019866769314431122)  2026-02-06T20:12Z [----] followers, [--] engagements


"@idobitcoin2 You think BTC wicked down to $60k yesterday and now its back to business as usual Start of the bull market $MSTR will not outperform Bitcoin on any meaningful timeframe going forward"  
[X Link](https://x.com/Brennan_BTC22/status/2019868447887245316)  2026-02-06T20:18Z [----] followers, [--] engagements


"Celebrating a single +25% day while being down 80% off the ATH is the same as spiking the football in a 49-0 game. $MSTR"  
[X Link](https://x.com/Brennan_BTC22/status/2019910099624489417)  2026-02-06T23:04Z [----] followers, [---] engagements


"@petrakov47 @A5T3R0lD Its funny they do not want to zoom out all of a sudden 🤣 I think there will be a sharp reversal as well next week"  
[X Link](https://x.com/Brennan_BTC22/status/2019916029158211825)  2026-02-06T23:28Z [----] followers, [--] engagements


"Rumors circulating that Saylor has been hospitalized due to severe ATM withdrawals after watching $MSTR rally 26% today"  
[X Link](https://x.com/Brennan_BTC22/status/2019935810284581132)  2026-02-07T00:46Z [----] followers, [---] engagements


"Me keeping receipts of all the Bitcoiners that have shilled BTCTCs/DATs Digital Credit and layer [--] yield generating stablecoins"  
[X Link](https://x.com/Brennan_BTC22/status/2019941893841510660)  2026-02-07T01:10Z [----] followers, [---] engagements


"I would not be surprised to see a whipsaw back to $60k in the next 72-96 hours. If wrong I may delete this post like Mic Alfredo. $BTC"  
[X Link](https://x.com/Brennan_BTC22/status/2019943342834851870)  2026-02-07T01:16Z [----] followers, [----] engagements


"@JBMovinOnUp I assume it will drawdown 6-8% Monday"  
[X Link](https://x.com/Brennan_BTC22/status/2019963296603046392)  2026-02-07T02:35Z [----] followers, [--] engagements


"@BitcoinTeacher_ Besides the NGU aspect what benefit does $MSTR offer to the Bitcoin network or holders"  
[X Link](https://x.com/Brennan_BTC22/status/2020280753674735762)  2026-02-07T23:37Z [----] followers, [--] engagements


"Hey @ColeMacro How are us BTCTC and $ASST bears going to post if you already have us blocked I want you to be able to see me dance on your graves when the disgorgement announcements are made and every Bitcoin is sold. Did your Chief Risk Officer @PunterJeff give you a list of accounts to block since you all have the emotional fortitude of teenage girls Or is it just a fragile ego https://twitter.com/i/web/status/2020503389818273968 https://twitter.com/i/web/status/2020503389818273968"  
[X Link](https://x.com/Brennan_BTC22/status/2020503389818273968)  2026-02-08T14:22Z [----] followers, [---] engagements


"@Coopblake89 @saylor Did he say that in the earnings call I was in and out of it"  
[X Link](https://x.com/Brennan_BTC22/status/2020609306702545172)  2026-02-08T21:22Z [----] followers, [---] engagements


"@Exoduster_ @dotkrueger @dgt10011 I liked his work before the announcement. Now I just have to disregard it. Guilty by association"  
[X Link](https://x.com/Brennan_BTC22/status/2020692769732481412)  2026-02-09T02:54Z [----] followers, [--] engagements


"Lets breakdown the metrics of this purchase: BPS: [------] sats/share (-9 sats/share) BTC Yield: 0.0% BTC $ Gain: (-$11008880) Once again a Bitcoin acquisition that results in negative BPS for shareholders and no BTC Yield for the company. As usual the BTC $ Gain is in the red at the time of the Monday announcement with Bitcoin price at $69175. $MSTR Strategy has acquired [----] BTC for $90.0 million at $78815 per bitcoin. As of 2/8/2026 we hodl [------] $BTC acquired for $54.35 billion at $76056 per bitcoin. $MSTR $STRC https://t.co/4X2c81LQwm Strategy has acquired [----] BTC for $90.0 million at"  
[X Link](https://x.com/Brennan_BTC22/status/2020853511706017978)  2026-02-09T13:33Z [----] followers, [----] engagements


"@ActuallyClimber I just cannot stand the purposeful deception towards shareholders"  
[X Link](https://x.com/Brennan_BTC22/status/2020878904513175856)  2026-02-09T15:14Z [----] followers, [---] engagements


"@tjando92 False. BPS has been trending lower for 6-8 weeks. The total amount of Bitcoin will have much lower credit worthiness than USD on balance sheet. Digital Credit is a failure and just a pipe dream to keep $MSTR investors on the hook for further dilution"  
[X Link](https://x.com/Brennan_BTC22/status/2020937151928778804)  2026-02-09T19:05Z [----] followers, [--] engagements


"@idobitcoin2 @StrategyMaxi Only one is not under the Strategy umbrella"  
[X Link](https://x.com/Brennan_BTC22/status/2021013737399091385)  2026-02-10T00:09Z [----] followers, [--] engagements


"@tjando92 What price was the $STRC IPO BTC purchased at Mic drop"  
[X Link](https://x.com/Brennan_BTC22/status/2021091531407405283)  2026-02-10T05:19Z [----] followers, [--] engagements


"@DanSorensen6 Dont be so sure"  
[X Link](https://x.com/Brennan_BTC22/status/2021202873707843708)  2026-02-10T12:41Z [----] followers, [--] engagements


"@matrixbt Facts"  
[X Link](https://x.com/Brennan_BTC22/status/2021213380447486379)  2026-02-10T13:23Z [----] followers, [--] engagements


"@Kalshi Incorrect. They bought $90 million at $78.8k per Bitcoin"  
[X Link](https://x.com/Brennan_BTC22/status/2021216009005183256)  2026-02-10T13:33Z [----] followers, [---] engagements


"@RyanShe74157201 So $MSTR shareholders should be double diluted forever for BTC acquisitions and dividend payments Eventually every investor will realize there is no value to holding $MSTR. Its just a corporate piggy bank"  
[X Link](https://x.com/Brennan_BTC22/status/2021771156429385893)  2026-02-12T02:19Z [----] followers, [--] engagements


"$MSTR shareholders agree that BPS is their guiding metric for valuation. BPS has been trending lower with each recent Bitcoin purchase. Strategy has announced that the BTC Yield KPI is the companys guiding metric. BTC Yield was (-2.1%) in Q4 [----] and has continued to be minimal in Q1 [----] at 0.3%. Several purchases have resulted in 0.0% BTC Yield. If the metrics that shareholders AND the company use for valuation are trending negatively that demonstrates a breakdown in the fundamentals. This is why I believe $MSTR will not be breaking out of the downtrend anytime soon"  
[X Link](https://x.com/Brennan_BTC22/status/2020862956641116406)  2026-02-09T14:10Z [----] followers, [----] engagements


"A Bitcoin drawdown should always be expected as a part of proper risk management. Amidst unexpected $BTC drawdowns and terrible sentiment @Strategy continues to pay all $STRC dividends and increase the Stretch Rate to support the price with no hesitation and no fear. https://t.co/WyH0XeYLIe Amidst unexpected $BTC drawdowns and terrible sentiment @Strategy continues to pay all $STRC dividends and increase the Stretch Rate to support the price with no hesitation and no fear. https://t.co/WyH0XeYLIe"  
[X Link](https://x.com/Brennan_BTC22/status/2021727224815071376)  2026-02-11T23:25Z [----] followers, [---] engagements


"Please let this happen This would accelerate the cascade of failure for $MSTR. 1.) Liquidate the USD Reserve to buy Bitcoin. 2.) Rush to the exit for all Preferreds. 3.) Credit rating stays pinned at B- 4.) Continued index exclusion 5.) $MSTR mNAV sinks below [--]. 6.) All ATM facilities shut down. 7.) No more Bitcoin acquisitions 8.) Bitcoin sold to cover dividends 9.) Business model disintegrates. @hillery_dan just talks without doing any due diligence. Sometimes less is more Dan. If BTC goes low enough Saylor will buy it all with Strategy's USD cash Reserve. If BTC goes low enough Saylor will"  
[X Link](https://x.com/Brennan_BTC22/status/2019411301877879219)  2026-02-05T14:02Z [----] followers, [----] engagements


"But none as bad as $NAKA 🤣 Global assets all puking Global assets all puking"  
[X Link](https://x.com/Brennan_BTC22/status/2019434223875264568)  2026-02-05T15:33Z [----] followers, [---] engagements


"I think the big draw down to $60k was the market testing Saylor. I think the goal was to get him to bite and spend the entire USD reserve to buy the dip. This would have likely caused the death spiral that I laid out below. Im really surprised Saylor did not take the bait with his track record. But then again he does always like to buy the top. Please let this happen This would accelerate the cascade of failure for $MSTR. 1.) Liquidate the USD Reserve to buy Bitcoin. 2.) Rush to the exit for all Preferreds. 3.) Credit rating stays pinned at B- 4.) Continued index exclusion 5.) $MSTR mNAV"  
[X Link](https://x.com/Brennan_BTC22/status/2020880443550126106)  2026-02-09T15:20Z [----] followers, [---] engagements


"Remember the CEO and company that overstated their revenue and earnings for [--] years and the SEC filed civil accounting fraud charges and the stock dropped 96% over a nine month period as a result Then the CEO had to pay a $350000 fine and the company had to pay out $10000000 in disgorgement to shareholders. The largest ever at the time. Remember the Executive Chairman and company that paid $40 million as the result of a tax fraud lawsuit filed by the D.C. Attorney General The Executive Chairman openly bragged about his tax fraud scheme and called people that paid D.C. taxes stupid. Employees"  
[X Link](https://x.com/Brennan_BTC22/status/2020968586727079994)  2026-02-09T21:10Z [----] followers, 19.3K engagements


"@HialeahHodl Why do you think they had to raise the dividend AGAIN"  
[X Link](https://x.com/Brennan_BTC22/status/2021732794754625839)  2026-02-11T23:47Z [----] followers, [--] engagements


"@CallingMrBenzo Wtf are you talking about Its down 18.5%"  
[X Link](https://x.com/Brennan_BTC22/status/2021740681451262104)  2026-02-12T00:18Z [----] followers, [--] engagements


"@TheRealDHR Do you think it will maintain par from ex-dividend date until 2/28"  
[X Link](https://x.com/Brennan_BTC22/status/2021759497228734755)  2026-02-12T01:33Z [----] followers, [--] engagements


"@OccamiCrypto @saylor You mean they actually do due diligence before investing AI slop and X ads arent a guaranteed lock"  
[X Link](https://x.com/Brennan_BTC22/status/2021061645422989699)  2026-02-10T03:20Z [----] followers, [---] engagements


"@scottmelker This isnt new. Strategy has bought Bitcoin every quarter since Q3 2020"  
[X Link](https://x.com/Brennan_BTC22/status/2021342793994731818)  2026-02-10T21:57Z [----] followers, [---] engagements


"@BitcoinTeacher_ What are you going to do with all your Bitcoin/share"  
[X Link](https://x.com/Brennan_BTC22/status/2021368421049360802)  2026-02-10T23:39Z [----] followers, [---] engagements


"@TheRealDHR Thats because everyone has figured out the game. Pile in before ex div date collect dividend drive it down after to secure [--] bps hike"  
[X Link](https://x.com/Brennan_BTC22/status/2021740188553122007)  2026-02-12T00:16Z [----] followers, [--] engagements


"I would immediately unfollow any account that makes statements such as: The only way $MSTR fails at this point is if Bitcoin itself fails. This is disingenuous and there is inherently many more risks associated with $MSTR than Bitcoin itself. Saylor handled this interview very well. It's funny how behind TradFI are compared to Bitcoin Twitter. all of these scenarios have been thought through and discussed. The only way $MSTR fails at this point is if Bitcoin itself fails. We are betting on Bitcoin winning. Saylor handled this interview very well. It's funny how behind TradFI are compared to"  
[X Link](https://x.com/Brennan_BTC22/status/2021594204489568274)  2026-02-11T14:36Z [----] followers, [----] engagements


"The outperformance was short lived. $IBIT: -1.74% $MSTR: -5.21% Now back to business as usual"  
[X Link](https://x.com/Brennan_BTC22/status/2021724711344873824)  2026-02-11T23:15Z [----] followers, [---] engagements


"@dmweisberger @saylor I hope youre using the term professionally managed very loosely here"  
[X Link](https://x.com/Brennan_BTC22/status/2021733358217441408)  2026-02-11T23:49Z [----] followers, [---] engagements


"The story is that the $STRC dividend has been raised every month (225 bps) since IPO to attract demand. Until $STRC can retire the $MSTR common share ATM for Bitcoin acquisitions it will be viewed as a failure. "The story of the day is Stretch closes at $100 exactly how it was engineered to perform." - Strategy CEO @PhongLe on $STRC https://t.co/kscPyKOh1m "The story of the day is Stretch closes at $100 exactly how it was engineered to perform." - Strategy CEO @PhongLe on $STRC https://t.co/kscPyKOh1m"  
[X Link](https://x.com/Brennan_BTC22/status/2021735769266872746)  2026-02-11T23:59Z [----] followers, [----] engagements


"@idobitcoin2 When the dividend is 20% 🤣"  
[X Link](https://x.com/Brennan_BTC22/status/2021739012315394223)  2026-02-12T00:11Z [----] followers, [--] engagements


"@HialeahHodl Besides the day after the earnings call when is the last time $MSTR meaningfully outperformed Bitcoin"  
[X Link](https://x.com/Brennan_BTC22/status/2021739432538489162)  2026-02-12T00:13Z [----] followers, [--] engagements


"@RyanShe74157201 Its not rocket science. To pretend that it is means you probably do not understand it"  
[X Link](https://x.com/Brennan_BTC22/status/2021768275978596635)  2026-02-12T02:08Z [----] followers, [--] engagements


"Yes I bought Bitcoin today. Yes Im still (and always) bearish on $MSTR. Embrace brain cells. Yes I bought Bitcoin today. Yes I'm still bearish on Bitcoin. Embrace nuance. Yes I bought Bitcoin today. Yes I'm still bearish on Bitcoin. Embrace nuance"  
[X Link](https://x.com/Brennan_BTC22/status/2021771551461478543)  2026-02-12T02:21Z [----] followers, [---] engagements


"@replyguy888888 @saylor @PunterJeff @_Adrian So $MSTR is a scam and will pump hard"  
[X Link](https://x.com/Brennan_BTC22/status/2008030200282685885)  2026-01-05T04:18Z [----] followers, [---] engagements


"And $MSTR is up only 20% on its Bitcoin purchases over the last [--] years Make it make sense. Bitcoin is up 459% from $15460 to $91026 over the past three years. https://t.co/8hWuOYReEf Bitcoin is up 459% from $15460 to $91026 over the past three years. https://t.co/8hWuOYReEf"  
[X Link](https://x.com/Brennan_BTC22/status/2009677794150928502)  2026-01-09T17:24Z [----] followers, [----] engagements


"@comic Ive heard rumors that the $MSTR ticker is going to change to $GAPE since thats what Saylor is doing to investors"  
[X Link](https://x.com/Brennan_BTC22/status/2012306532818358361)  2026-01-16T23:30Z [----] followers, [---] engagements


"@StrategyMaxi How do they generate income"  
[X Link](https://x.com/Brennan_BTC22/status/2014842977433067699)  2026-01-23T23:29Z [----] followers, [--] engagements


"This is going to look like chump change when the $MSTR unwind begins. Unstoppable Orange. https://t.co/RUyVxhn38b Unstoppable Orange. https://t.co/RUyVxhn38b"  
[X Link](https://x.com/Brennan_BTC22/status/2015443573898924474)  2026-01-25T15:16Z [----] followers, 29.6K engagements


"Hopefully this will shut up the $STRC idiots"  
[X Link](https://x.com/Brennan_BTC22/status/2016898876288983110)  2026-01-29T15:38Z [----] followers, 12.9K engagements


"The more @saylor pushes back the more painful and prolonged this $BTC correction will be. The $MSTR common share ATM will be forced to shutdown and $STRC yield will have to be raised every month. Saylor ignored the warning shots and is now dealing with the consequences"  
[X Link](https://x.com/Brennan_BTC22/status/2016903495274651987)  2026-01-29T15:57Z [----] followers, 25.7K engagements


"You thought I was kidding This dump was an engineered trap for Saylor. It gives him [--] options: 1.) Use the USD Reserve to buy the dip in an attempt to buoy the $BTC price above their cost basis. OR 2.) Sit on his hands and do nothing. The market played it perfectly Let Saylor run a few large ATMs to start the year. Cut $STRC off by dropping it below par. Constrict mNAV to slow the rate of weekly ATM volume. Saylor has never had access to dry powder during a significant drawdown. However at the moment he has $2.25B staring back at him. If Saylor uses the USD reserve to buy the dip a cascade of"  
[X Link](https://x.com/Brennan_BTC22/status/2017687568683352274)  2026-01-31T19:52Z [----] followers, 10.4K engagements


"More Orange = More Red More Orange. https://t.co/b5iYIMARJX More Orange. https://t.co/b5iYIMARJX"  
[X Link](https://x.com/Brennan_BTC22/status/2017977886926401707)  2026-02-01T15:06Z [----] followers, [----] engagements


"@Coinicarus @hillery_dan But $STRC eAt fIXeD iNcOmE mArKeT"  
[X Link](https://x.com/Brennan_BTC22/status/2018093065550901579)  2026-02-01T22:44Z [----] followers, [--] engagements


"Yes it is Being a $MSTR bull isnt all sunshine and roses. Being a Bitcoin bull isn't all sunshine and roses. Being a Bitcoin bull isn't all sunshine and roses"  
[X Link](https://x.com/Brennan_BTC22/status/2018093674781954335)  2026-02-01T22:46Z [----] followers, [----] engagements


"@chcbearsfan I do like posting about the $MSTR grift"  
[X Link](https://x.com/Brennan_BTC22/status/2018339024805458142)  2026-02-02T15:01Z [----] followers, [--] engagements


"@Malikas_Friend @comic We need it to happen on a public stage such as the earnings call to discredit him even more to end this slow death"  
[X Link](https://x.com/Brennan_BTC22/status/2018840730425258003)  2026-02-04T00:15Z [----] followers, [--] engagements


"@aganstwallst @saylor Its actually pretty simple. The US Government is not going to build their stake at a premium. Saylor continues to sell into weak mNAV so the USG can have a strategic position in Bitcoin without creating an actual SBR which was never going to happen. Ask not what the ATM can do for you - ask what the ATM can do for your country. $MSTR https://t.co/dWwW84XPI4 Ask not what the ATM can do for you - ask what the ATM can do for your country. $MSTR https://t.co/dWwW84XPI4"  
[X Link](https://x.com/Brennan_BTC22/status/1960848053197275155)  2025-08-27T23:33Z [----] followers, [----] engagements

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