Dark | Light
# ![@_ChaitanyaJ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3103615520.png) @_ChaitanyaJ Chaitanya Jain

No information is available about Chaitanya Jain. The provided context appears to be about MicroStrategy ($MSTR) and its Bitcoin ($BTC) holdings, as well as another company possibly called STRK or $STRC.

### Engagements: [-------] [#](/creator/twitter::3103615520/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3103615520/c:line/m:interactions.svg)

- [--] Week [-------] -57%
- [--] Month [---------] +93%
- [--] Months [---------] +59%
- [--] Year [----------] +544%

### Mentions: [--] [#](/creator/twitter::3103615520/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3103615520/c:line/m:posts_active.svg)

- [--] Week [--] +57%
- [--] Month [---] +125%
- [--] Months [---] +132%
- [--] Year [---] +345%

### Followers: [------] [#](/creator/twitter::3103615520/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3103615520/c:line/m:followers.svg)

- [--] Week [------] +0.75%
- [--] Month [------] +6.30%
- [--] Months [------] +31%
- [--] Year [------] +108%

### CreatorRank: [---------] [#](/creator/twitter::3103615520/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3103615520/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [finance](/list/finance)  [automotive brands](/list/automotive-brands)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [exchanges](/list/exchanges)  [countries](/list/countries)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$btc](/topic/$btc) #2090, [bitcoin](/topic/bitcoin), [$mstr](/topic/$mstr) #799, [$strc](/topic/$strc) #32, [$strk](/topic/$strk), [$strf](/topic/$strf), [mstr](/topic/mstr), [$strd](/topic/$strd), [hodl](/topic/hodl), [strk](/topic/strk)

**Top accounts mentioned or mentioned by**
[@strategy](/creator/undefined) [@saylor](/creator/undefined) [@strategys](/creator/undefined) [@microstrategy](/creator/undefined) [@iiicapital](/creator/undefined) [@timkotzman](/creator/undefined) [@grok](/creator/undefined) [@cnbc](/creator/undefined) [@phongle](/creator/undefined) [@saifedean](/creator/undefined) [@bitcoinpierre](/creator/undefined) [@harvardhbs](/creator/undefined) [@shirishjajodia](/creator/undefined) [@chaitanyaj](/creator/undefined) [@croesusbtc](/creator/undefined) [@benwerkman](/creator/undefined) [@jamievernon](/creator/undefined) [@cjbitcoin](/creator/undefined) [@lopp](/creator/undefined) [@harvard](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/$btc) [Strategy (MSTR)](/topic/$mstr) [Strike (STRK)](/topic/$strk) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [Microsoft Corp. (MSFT)](/topic/microsoft) [BlackRock Inc (BLK)](/topic/blackrock) [Reserve (RSV)](/topic/reserve) [2131KOBUSHIDE (21)](/topic/$21)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Verifying my account on nostr My Public Key: "npub1tkrs4npnsqv3y863lqlu2m8qq5unlfkyv6qpnlsyau4l390qec7qwx5qau" Find others at @nostrdirectory #nostr https://nostr.directory https://nostr.directory"  
[X Link](https://x.com/_ChaitanyaJ/status/1620644218283884544)  2023-02-01T04:44Z [----] followers, [----] engagements


"Bitcoin Derangement Syndrome @saifedean"  
[X Link](https://x.com/_ChaitanyaJ/status/1690009899466399744)  2023-08-11T14:38Z [---] followers, [--] engagements


"Unfortunately we cannot save money on a fiat standard and we are instead forced to take risk and invest to beat inflation. Fortunately we now have the ability to save in sound money with #bitcoin. Stay humble stack sats and sleep peacefully"  
[X Link](https://x.com/_ChaitanyaJ/status/1719487918207648172)  2023-10-31T22:54Z [---] followers, [---] engagements


"Cheat code: long bitcoin short fiat For young people who rightly feel that the deck is stacked against them #Bitcoin is your chance to beat the house. It is the only truly asymmetric bet you can make and 99% of the world isnt even at the table yet. For young people who rightly feel that the deck is stacked against them #Bitcoin is your chance to beat the house. It is the only truly asymmetric bet you can make and 99% of the world isnt even at the table yet"  
[X Link](https://x.com/_ChaitanyaJ/status/1728418392305172490)  2023-11-25T14:20Z [----] followers, [---] engagements


"My gateway to the bitcoin rabbit hole was when I randomly stumbled on to @PrestonPyshs podcast. Changed the arc of my life. Truly grateful and thankful - Happy Thanksgiving Preston :)"  
[X Link](https://x.com/_ChaitanyaJ/status/1728443702912147652)  2023-11-25T16:01Z [---] followers, [---] engagements


"Correction: Buy #bitcoin and short fiat to subsidise your education at Harvard. Buy #bitcoin instead of going to Harvard. Buy #bitcoin instead of going to Harvard"  
[X Link](https://x.com/_ChaitanyaJ/status/1734480072168390687)  2023-12-12T07:47Z [----] followers, [---] engagements


"Scarcity is the starting point of economics and the origin of all economizing. Scarcity is what compels us to value objects and in valuing them we develop command over them over time. Scarcity then is also the origin of property. - @saifedean (Principles of Economics) Thank you for improving the clarity of my thinking @saifedean. Learning some of the simplest and most fundamental ideas that we often fail to grasp or articulate. https://t.co/btKGy7yXQW Thank you for improving the clarity of my thinking @saifedean. Learning some of the simplest and most fundamental ideas that we often fail to"  
[X Link](https://x.com/_ChaitanyaJ/status/1756415881133920452)  2024-02-10T20:32Z [---] followers, 27.4K engagements


"By utilizing the causality of hash-chains and the unpredictability of proof-of-work the #bitcoin network provides amechanism for establishing an indisputable history of events witnessed. Without causality what came before and what came after is impossible to tease apart. Without unpredictability causality is meaningless. - @dergigi Bitcoin Is Time"  
[X Link](https://x.com/_ChaitanyaJ/status/1756812317700837858)  2024-02-11T22:47Z [---] followers, [--] engagements


"Number of bitcoiners at Harvard Business School today: 1/1800 (0.6%) Either bitcoiners opt out of MBAs or this number goes up gradually. People will realise that you can get a highly subsidised MBA by going long bitcoin short fiat"  
[X Link](https://x.com/_ChaitanyaJ/status/1758659526700749202)  2024-02-17T01:08Z [---] followers, [---] engagements


"Blackrock cannot hurt bitcoin through the ETFs. Bitcoin can and will hurt Blackrock through the gradual shift from passive equity investing to non-custodial bitcoin saving"  
[X Link](https://x.com/_ChaitanyaJ/status/1759336033873748158)  2024-02-18T21:56Z [---] followers, [---] engagements


"Until fiat falls to its cost of production (i.e. zero) there is a huge arbitrage play in capital markets. Short fiat long #Bitcoin"  
[X Link](https://x.com/_ChaitanyaJ/status/1762637298934432162)  2024-02-28T00:34Z [---] followers, [--] engagements


"2. Crypto enthusiasts: Bitcoin is good but lacks scalability and functionality. Crypto is at the frontier of innovation. We will decentralise the centralised systems through smart contracts and bridges"  
[X Link](https://x.com/_ChaitanyaJ/status/1763643726633509277)  2024-03-01T19:13Z [---] followers, [--] engagements


"3. Cantillionaires: The current system works well to manage economic downturns and redistribute wealth. I enjoy working for the government or in finance"  
[X Link](https://x.com/_ChaitanyaJ/status/1763643732140741014)  2024-03-01T19:13Z [---] followers, [--] engagements


"#Bitcoin not crypto As with every previous bull market in Bitcoin new shitcoins and buzzwords will emerge soon"  
[X Link](https://x.com/_ChaitanyaJ/status/1764780834677031239)  2024-03-04T22:31Z [---] followers, [--] engagements


"MicroStrategy might issue more debt than equity in the short term to bring back the focus on it being a levered derivative play on Bitcoin vs the ETFs"  
[X Link](https://x.com/_ChaitanyaJ/status/1765065438797725961)  2024-03-05T17:22Z [---] followers, [---] engagements


"@saifedean how do you tackle this Every day it becomes increasingly clear that we cannot let the terrorists win. This is a global problem which affects us and our enemies alike and thus it is one of the few opportunities for global agreement. Israel is committed to destroying Hamas as it cannot tolerate Every day it becomes increasingly clear that we cannot let the terrorists win. This is a global problem which affects us and our enemies alike and thus it is one of the few opportunities for global agreement. Israel is committed to destroying Hamas as it cannot tolerate"  
[X Link](https://x.com/_ChaitanyaJ/status/1771800910152278184)  2024-03-24T07:27Z [---] followers, [---] engagements


"Good investors struggle to understand #Bitcoin because there is no information asymmetry. Good investors struggle to understand #Bitcoin because there is no risk to price. Good investors struggle to understand #Bitcoin because there is no risk to price"  
[X Link](https://x.com/_ChaitanyaJ/status/1775361666105909657)  2024-04-03T03:16Z [----] followers, [----] engagements


"There are only [--] trades - [--]. Long #Bitcoin [--]. Long fiat [--]. Short fiat"  
[X Link](https://x.com/_ChaitanyaJ/status/1775647446405611717)  2024-04-03T22:11Z [---] followers, [--] engagements


"Morals have an aesthetic criteria. Holding fiat is morally ambiguous today but will be deeply immoral tomorrow. #Bitcoin"  
[X Link](https://x.com/_ChaitanyaJ/status/1782545636736249878)  2024-04-22T23:02Z [---] followers, [--] engagements


"Moderated a Future of #Bitcoin panel discussion with @BitcoinPierre @lopp John DAgostino and @neha earlier this month. Discussed the future of development adoption innovation and impact"  
[X Link](https://x.com/_ChaitanyaJ/status/1783967341086183641)  2024-04-26T21:12Z [---] followers, [----] engagements


"The future belongs to those who dare to believe in it. #bitcoin OSU graduate Chris Pan takes ayahuasca to write his commencement speech and then tells [-----] people to buy #Bitcoin to protect their purchasing power. What a fucking legend. https://t.co/SCFDP0cXUr OSU graduate Chris Pan takes ayahuasca to write his commencement speech and then tells [-----] people to buy #Bitcoin to protect their purchasing power. What a fucking legend. https://t.co/SCFDP0cXUr"  
[X Link](https://x.com/_ChaitanyaJ/status/1787713742056132755)  2024-05-07T05:19Z [---] followers, [--] engagements


"MicroStrategy adopted #bitcoin as its primary treasury reserve asset in August [----] effectively inverting its balance sheet to a bitcoin standard"  
[X Link](https://x.com/_ChaitanyaJ/status/1800375537191490009)  2024-06-11T03:52Z [---] followers, [---] engagements


"As of April [--] [----] it has acquired [------] bitcoin which represents more than 1% of the total supply making it the largest corporate holder of bitcoin in the world"  
[X Link](https://x.com/_ChaitanyaJ/status/1800375538919641189)  2024-06-11T03:52Z [---] followers, [---] engagements


"The market value of the bitcoin holdings is $15B (at $68K per bitcoin) acquired at a cost basis of $7.5B (at $35K per bitcoin) through debt financing ($3.6B at weighted average annual fixed interest rate of 1.3%) equity financing ($3.2B) and use of excess cash ($825M)"  
[X Link](https://x.com/_ChaitanyaJ/status/1800375540580577772)  2024-06-11T03:52Z [---] followers, [---] engagements


"Importantly these capital market activities have led to incremental bitcoin accretion per share"  
[X Link](https://x.com/_ChaitanyaJ/status/1800375541989519384)  2024-06-11T03:52Z [---] followers, [---] engagements


"Since MicroStrategy adopted the bitcoin strategy it has outperformed other key assets and indices big tech stocks and enterprise software stocks"  
[X Link](https://x.com/_ChaitanyaJ/status/1800375543688564931)  2024-06-11T03:52Z [---] followers, [----] engagements


"@DylanLeClair_ I met the professor of this class recently and shared my views on bitcoin and MicroStrategy. He was skeptical at the start but he became increasingly curious during the conversation. Everyone is against bitcoin before they are for it"  
[X Link](https://x.com/_ChaitanyaJ/status/1803628505181122568)  2024-06-20T03:18Z [---] followers, [---] engagements


"The most intellectual and perhaps most fulfilling work I've done in my life for none other than @saylor and #bitcoin. The most comprehensive and perhaps most important presentation Ive done on #Bitcoin to date complete with slides. https://t.co/oYJM2tVzKQ The most comprehensive and perhaps most important presentation Ive done on #Bitcoin to date complete with slides. https://t.co/oYJM2tVzKQ"  
[X Link](https://x.com/_ChaitanyaJ/status/1819397058069164209)  2024-08-02T15:37Z 13.4K followers, 39.9K engagements


"A corporate #bitcoin strategy is building a strong capital structure and avoiding dilutive financial practices. Don't bleed capital via taxable dividends and don't surrender capital via stock buybacks"  
[X Link](https://x.com/_ChaitanyaJ/status/1819515766485451103)  2024-08-02T23:28Z [----] followers, [----] engagements


"@PeterSchiff @LylesNoah You're a visionary @PeterSchiff This is what hyperbitcoinization will look like"  
[X Link](https://x.com/_ChaitanyaJ/status/1820191125065392582)  2024-08-04T20:12Z [----] followers, [----] engagements


"We have open-sourced the Bitcoin24 model used for @saylors presentation at #Bitcoin Nashville. You can update the excel model as youd like and push it to GitHub to share it with everyone. Hope you like it Bitcoin24 is an open-source macro model forecasting asset growth and #Bitcoin adoption over the next [--] years along with micro models to evaluate various Bitcoin strategies for individuals corporations institutions and nation-states. https://t.co/t3CAfJ9lX8 Bitcoin24 is an open-source macro model forecasting asset growth and #Bitcoin adoption over the next [--] years along with micro models to"  
[X Link](https://x.com/_ChaitanyaJ/status/1829598003654713752)  2024-08-30T19:12Z 13.6K followers, 23.2K engagements


"Here is a short overview to the Bitcoin24 model along with more detailed walkthrough videos uploaded on GitHub. Thank you @saylor @shirishjajodia A two-minute overview of Bitcoin24 by @_ChaitanyaJ. Additional video tutorials for each macro and micro model have been uploaded to GitHub. https://t.co/zocC9IK5Sc A two-minute overview of Bitcoin24 by @_ChaitanyaJ. Additional video tutorials for each macro and micro model have been uploaded to GitHub. https://t.co/zocC9IK5Sc"  
[X Link](https://x.com/_ChaitanyaJ/status/1829598518891463107)  2024-08-30T19:14Z [----] followers, 12.4K engagements


"Had a great time discussing bitcoin Harvard Business School private equity and $MSTR with @iBobbyShell @onchaincowboy and @JBradMyers. Thank you for having me on :) This week's episode of New Foundations is officially out @_ChaitanyaJ of @HarvardHBS and @MicroStrategy joins @iBobbyShell @onchaincowboy and @JBradMyers to discuss: - The state of Bitcoin interest and education at @Harvard - Experiences at MicroStrategy and lessons from https://t.co/w2oOFilMM0 This week's episode of New Foundations is officially out @_ChaitanyaJ of @HarvardHBS and @MicroStrategy joins @iBobbyShell @onchaincowboy"  
[X Link](https://x.com/_ChaitanyaJ/status/1837213810139988256)  2024-09-20T19:34Z [----] followers, [----] engagements


"And then one day you find ten years have got behind you No one told you when to run you missed the starting gun Hey @SatyaNadella if you want to make the next trillion dollars for $MSFT shareholders call me. https://t.co/NPnVvL7Wmj Hey @SatyaNadella if you want to make the next trillion dollars for $MSFT shareholders call me. https://t.co/NPnVvL7Wmj"  
[X Link](https://x.com/_ChaitanyaJ/status/1849888540311593066)  2024-10-25T18:59Z 13.9K followers, 15.4K engagements


"Uncomfortably idiosyncratic. Thank You Satoshi. https://t.co/LGH575CXVT Thank You Satoshi. https://t.co/LGH575CXVT"  
[X Link](https://x.com/_ChaitanyaJ/status/1852022721615446225)  2024-10-31T16:20Z 13.9K followers, [----] engagements


""The more aggressively you buy the less risky it becomes." #Bitcoin Strategic Reserve"  
[X Link](https://x.com/_ChaitanyaJ/status/1857123277296021659)  2024-11-14T18:07Z [----] followers, 14.2K engagements


"@hodl20201 @saylor @HarvardHBS @MicroStrategy You can fund it via unsecured 15-year student debt at 6%"  
[X Link](https://x.com/_ChaitanyaJ/status/1857236336136122827)  2024-11-15T01:37Z [----] followers, [--] engagements


"*imagine* putting $25 billion of permanent capital into a balance sheet and spinning it at [---] rpm. You can light up a city in cyberspace. $MSTR $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1857261418703135137)  2024-11-15T03:16Z [----] followers, 11.1K engagements


"How do you get the upside of $BTC with downside protection $MSTR convertible bonds"  
[X Link](https://x.com/_ChaitanyaJ/status/1857534511241900069)  2024-11-15T21:21Z [----] followers, [---] engagements


"Manifest Destiny in the 19th century was moving west in meatspace and in the 21st century will be moving true north in cyberspace. $MSTR $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1857620523574042650)  2024-11-16T03:03Z [----] followers, [----] engagements


"+$14 billion. It's not whether you're right or wrong but how much money you make when you're right and how much you lose when you're wrong." - George Soros $MSTR $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1857621830309212664)  2024-11-16T03:08Z [----] followers, [----] engagements


"Building the Amazon of securitized $BTC in capital markets. $MSTR Got to hear MBA students and @saylor discuss the $MSTR case study at @HarvardHBS's Corporate Finance class today. Out of [--] students: [--] have bought $BTC in the past. [--] properly understood or had high conviction in the $BTC treasury company strategy. Early. @MicroStrategy https://t.co/84zRDNy3bj Got to hear MBA students and @saylor discuss the $MSTR case study at @HarvardHBS's Corporate Finance class today. Out of [--] students: [--] have bought $BTC in the past. [--] properly understood or had high conviction in the $BTC treasury"  
[X Link](https://x.com/_ChaitanyaJ/status/1857871143430156669)  2024-11-16T19:39Z [----] followers, [----] engagements


"An anti-fragile balance sheet is positively polarised to capital. A fragile balance sheet is negatively polarised to capital. #bitcoin $MSTR *imagine* putting $25 billion of permanent capital into a balance sheet and spinning it at [---] rpm. You can light up a city in cyberspace. $MSTR $BTC https://t.co/6Zw1h6qZ13 *imagine* putting $25 billion of permanent capital into a balance sheet and spinning it at [---] rpm. You can light up a city in cyberspace. $MSTR $BTC https://t.co/6Zw1h6qZ13"  
[X Link](https://x.com/_ChaitanyaJ/status/1857880746536456651)  2024-11-16T20:17Z [----] followers, [----] engagements


"$920 million / day. Faster. $BTC $MSTR MicroStrategy has acquired [-----] BTC for $4.6 billion at $88627 per #bitcoin and has achieved BTC Yield of 20.4% QTD and 41.8% YTD. As of 11/17/2024 we hodl [------] $BTC acquired for $16.5 billion at $49874 per bitcoin. $MSTR https://t.co/SRRtRrB2jO MicroStrategy has acquired [-----] BTC for $4.6 billion at $88627 per #bitcoin and has achieved BTC Yield of 20.4% QTD and 41.8% YTD. As of 11/17/2024 we hodl [------] $BTC acquired for $16.5 billion at $49874 per bitcoin. $MSTR https://t.co/SRRtRrB2jO"  
[X Link](https://x.com/_ChaitanyaJ/status/1858521348449993172)  2024-11-18T14:43Z [----] followers, [----] engagements


"This brings the blended coupon on $6.9 billion of convertible debt on our balance sheet down to [--] bps. $BTC $MSTR MicroStrategy Announces Pricing of Convertible Senior Notes Offering $MSTR https://t.co/yglCjkGs1V MicroStrategy Announces Pricing of Convertible Senior Notes Offering $MSTR https://t.co/yglCjkGs1V"  
[X Link](https://x.com/_ChaitanyaJ/status/1859226009821684164)  2024-11-20T13:23Z [----] followers, 25.3K engagements


"Legend says if you click quick the wick will tick. $100K $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1859471801174098225)  2024-11-21T05:39Z [----] followers, [----] engagements


"Greenshoe fully exercised. $3 billion. 0% up 55%. 5-year maturity. $MSTR https://www.microstrategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024 https://www.microstrategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024"  
[X Link](https://x.com/_ChaitanyaJ/status/1859704231483125903)  2024-11-21T21:03Z [----] followers, [----] engagements


"Greenshoe fully exercised. $3 billion. 0% coupon. 55% conversion premium. 5-year maturity. $MSTR https://www.microstrategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024 https://www.microstrategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024"  
[X Link](https://x.com/_ChaitanyaJ/status/1859705754120561046)  2024-11-21T21:09Z [----] followers, 17.9K engagements


"*imagine* @Microsoft on the $BTC standard. $26B net cash on the balance sheet. $70B free cash flow per year growing at 15%. $40B dividends and buybacks per year. $MSFT"  
[X Link](https://x.com/_ChaitanyaJ/status/1860063257849114867)  2024-11-22T20:50Z [----] followers, 22.3K engagements


"The ig Long. Meme it into existence. $MSTR We need more green dots on https://t.co/Bx3917zeAK. https://t.co/0VCrBs9oUa We need more green dots on https://t.co/Bx3917zeAK. https://t.co/0VCrBs9oUa"  
[X Link](https://x.com/_ChaitanyaJ/status/1860762887909683636)  2024-11-24T19:10Z [----] followers, 14.8K engagements


"229% implied vol. $107 billion open interest. Are you not entertained $MSTR"  
[X Link](https://x.com/_ChaitanyaJ/status/1860769514310283686)  2024-11-24T19:36Z [----] followers, 24.7K engagements


"Valuing a $BTC Treasury Company: (1) How much can you raise & allocate to BTC in the next [--] months (2) What's the projected BTC Gain % over that period (3) What PE multiple reflects BTCs ARR as the baseline growth rate Formula: (1) (2) (3) + Existing BTC Reserves"  
[X Link](https://x.com/_ChaitanyaJ/status/1860773393047412772)  2024-11-24T19:52Z [----] followers, [---] engagements


"Valuing a $BTC Treasury Company: (1) How much can you raise & allocate to BTC in the next [--] months (2) What's the projected BTC Gain % over that period (3) What PE multiple reflects BTCs ARR as the baseline growth rate Formula: (1) (2) (3) + Existing BTC Reserves. NFA"  
[X Link](https://x.com/_ChaitanyaJ/status/1860777384154190310)  2024-11-24T20:07Z [----] followers, 86.3K engagements


"*imagine* a 3-min @saylor clip explaining the $BTC treasury strategy to $MSFT going viral. *imagine* @Microsoft on the $BTC standard. $26B net cash on the balance sheet. $70B free cash flow per year growing at 15%. $40B dividends and buybacks per year. $MSFT https://t.co/Z1TOs8FjZH *imagine* @Microsoft on the $BTC standard. $26B net cash on the balance sheet. $70B free cash flow per year growing at 15%. $40B dividends and buybacks per year. $MSFT https://t.co/Z1TOs8FjZH"  
[X Link](https://x.com/_ChaitanyaJ/status/1860777894080909518)  2024-11-24T20:09Z [----] followers, 31.3K engagements


"It's not whether you're right or wrong but how much money you make when you're right and how much you lose when you're wrong. - George Soros on $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1860779479020294236)  2024-11-24T20:16Z [----] followers, [----] engagements


""We live in a world of infinite leverage." - @naval on $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1860782080986153342)  2024-11-24T20:26Z [----] followers, [----] engagements


"Valuing a $BTC Treasury Company with a discounting model: (1) BTC Yield % and BTC ARR % assumptions for growth stages and perpetuity (2) Required rate of return assumption (3) Project future book value/share (4) Discount to calculate NPV/share"  
[X Link](https://x.com/_ChaitanyaJ/status/1860839032713859174)  2024-11-25T00:12Z [----] followers, 20.1K engagements


""Volatility is not risk." - Howard Marks $BTC $MSTR https://www.oaktreecapital.com/insights/memo/what-really-matters https://www.oaktreecapital.com/insights/memo/what-really-matters"  
[X Link](https://x.com/_ChaitanyaJ/status/1860846646868795481)  2024-11-25T00:43Z [----] followers, [----] engagements


"#Bitcoin maxi individuals think in $BTC terms. Bitcoin maxi companies think in $BTC per share terms. $MSTR"  
[X Link](https://x.com/_ChaitanyaJ/status/1861102026278510762)  2024-11-25T17:37Z [----] followers, [----] engagements


"Laser eyes protect you from endless lies. $BTC https://t.co/MWiBagijM6 https://t.co/MWiBagijM6"  
[X Link](https://x.com/_ChaitanyaJ/status/1861122953716302156)  2024-11-25T19:01Z [----] followers, [----] engagements


"Tradfi banks play on duration arbitrage along with credit risk. $MSTR inverts the duration and replaces credit risk with $BTC risk giving loans in cyberspace returning 60% with zero non-performing assets. *Every* tradfi bank is valued on a P/B multiple"  
[X Link](https://x.com/_ChaitanyaJ/status/1861134709289361498)  2024-11-25T19:47Z [----] followers, 24.7K engagements


"With $BTC there are only varying degrees of success. All you have to do is play"  
[X Link](https://x.com/_ChaitanyaJ/status/1861293331029856285)  2024-11-26T06:18Z [----] followers, [----] engagements


"In my tradition of gifting books to my professors at @HarvardHBS I gave Softwar by @JasonPLowery to the prof teaching War & Peace a course on negotiations and strategy. Best discussion on $BTC with a prof so far"  
[X Link](https://x.com/_ChaitanyaJ/status/1861311133358944319)  2024-11-26T07:28Z [----] followers, [----] engagements


"@saylor @FossGregfoss You led the way"  
[X Link](https://x.com/_ChaitanyaJ/status/1861819022829879668)  2024-11-27T17:07Z [----] followers, 36.5K engagements


"This equates to $200 billion annualised net benefit to our shareholders. $MSTR Last week $MSTR's treasury operations delivered a BTC Yield of 12.3% providing a net benefit of [-----] BTC to our shareholders or [----] BTC per day. At $93.5K per BTC that would equate to $3.8 billion for the week or $544 million each day. Last week $MSTR's treasury operations delivered a BTC Yield of 12.3% providing a net benefit of [-----] BTC to our shareholders or [----] BTC per day. At $93.5K per BTC that would equate to $3.8 billion for the week or $544 million each day"  
[X Link](https://x.com/_ChaitanyaJ/status/1861823946850456016)  2024-11-27T17:26Z [----] followers, 77K engagements


"We engineer and monetize volatility through our #bitcoin treasury operations. $MSTR"  
[X Link](https://x.com/_ChaitanyaJ/status/1861891380915671426)  2024-11-27T21:54Z [----] followers, 27.2K engagements


"Through our treasury operations we generate a $BTC spread which is a function of the equity premium the convert premium and the bitcoin premium. $MSTR"  
[X Link](https://x.com/_ChaitanyaJ/status/1862129833708310674)  2024-11-28T13:42Z [----] followers, [----] engagements


"#Bitcoin is a cosmic lighthouse beaming the light of truth across the vast ocean of chaos powered by unyielding cryptographic energy guiding humanity toward the shores of financial freedom while growing brighter more secure and more unassailable with every passing block"  
[X Link](https://x.com/_ChaitanyaJ/status/1862276765181177903)  2024-11-28T23:25Z [----] followers, [----] engagements


"By utilizing the causality of hash-chains and the unpredictability of proof-of-work the #Bitcoin network provides a mechanism for establishing an indisputable history of events witnessed. -Gigi https://dergigi.com/2021/01/14/bitcoin-is-time/ https://dergigi.com/2021/01/14/bitcoin-is-time/"  
[X Link](https://x.com/_ChaitanyaJ/status/1862376372204655027)  2024-11-29T06:01Z [----] followers, [----] engagements


"Send the @saylor $MSFT clip to your friends family and colleagues. Spread the $BTC virus. *imagine* a 3-min @saylor clip explaining the $BTC treasury strategy to $MSFT going viral. *imagine* a 3-min @saylor clip explaining the $BTC treasury strategy to $MSFT going viral"  
[X Link](https://x.com/_ChaitanyaJ/status/1863391225803329648)  2024-12-02T01:14Z [----] followers, 10.4K engagements


"Building digital towers in cyber-Manhattan. $MSTR Last week $MSTR's treasury operations delivered a BTC Yield of 2.55% providing a net benefit of [----] BTC to our shareholders or [----] BTC per day. At $95K per BTC that would equate to $936 million for the week or $134 million each day. Last week $MSTR's treasury operations delivered a BTC Yield of 2.55% providing a net benefit of [----] BTC to our shareholders or [----] BTC per day. At $95K per BTC that would equate to $936 million for the week or $134 million each day"  
[X Link](https://x.com/_ChaitanyaJ/status/1864017254678991063)  2024-12-03T18:41Z [----] followers, [----] engagements


"Uruk Athens Alexandria Rome Constantinople Baghdad Venice Amsterdam New York #Bitcoin"  
[X Link](https://x.com/_ChaitanyaJ/status/1864032997994889420)  2024-12-03T19:44Z [----] followers, [----] engagements


"Finally some deeper analysis on $MSTR from the GOAT of financial breakdowns. If you want the perfect newsletter everything stops. Crossing the road is a risk. https://t.co/6yYHpZc071 If you want the perfect newsletter everything stops. Crossing the road is a risk. https://t.co/6yYHpZc071"  
[X Link](https://x.com/_ChaitanyaJ/status/1864787511316484388)  2024-12-05T21:42Z [----] followers, 15K engagements


"$11.5 trillion AUM manager says 2% $BTC is reasonable. Every institution eventually aligns financial incentives with sound money adoption. Everyone wins with $BTC all you have to do is play. Under a complex built by Syrias internal security services the cells were no more than 6ft long and 4ft wide. They looked like large coffins which for many they would become. https://www.bloomberg.com/news/articles/2024-12-12/blackrock-says-up-to-2-bitcoin-allocation-is-reasonable-range https://www.bloomberg.com/news/articles/2024-12-12/blackrock-says-up-to-2-bitcoin-allocation-is-reasonable-range"  
[X Link](https://x.com/_ChaitanyaJ/status/1867304460554228128)  2024-12-12T20:24Z [----] followers, [----] engagements


"The liabilities of every institution won't be demonetized - they'll be repriced against $BTC + BTC Yield. This applies to operating companies banks and governments. Ask yourself: How many BTC back the FED's dollars or the Treasury's debt today [--] years later [--] years later"  
[X Link](https://x.com/_ChaitanyaJ/status/1867338482164617339)  2024-12-12T22:39Z [----] followers, [----] engagements


"*Digital Transformation of Capital Markets* Chapter 1: Maxis warned creditors and saversdont buy fiat-denominated credit. Chapter 2: Maxis turn to debtorsstart issuing $BTC-backed credit. Chapter 3: "  
[X Link](https://x.com/_ChaitanyaJ/status/1867341126278987783)  2024-12-12T22:49Z [----] followers, 18.2K engagements


"Little by little one travels far. $MSTR joins the Nasdaq [---]. $MSTR to enter Nasdaq [---] https://t.co/kDtDxWTSbI $MSTR to enter Nasdaq [---] https://t.co/kDtDxWTSbI"  
[X Link](https://x.com/_ChaitanyaJ/status/1867770270599049490)  2024-12-14T03:15Z [----] followers, 14.5K engagements


"TradFi Banks vs $BTC Treasury Companies Credit risk vs Bitcoin volatility Illiquid assets vs Instant liquidity Overnight deposits vs No deposits needed Duration risk vs Inverted duration High leverage vs Low leverage Build in cyberspace"  
[X Link](https://x.com/_ChaitanyaJ/status/1867917707724644587)  2024-12-14T13:01Z [----] followers, [----] engagements


"#bitcoin maximalism. You must understand the following: In order to master a field you must love the subject and feel a profound connection to it. Your interest must transcend the field itself and border on the religious. You must understand the following: In order to master a field you must love the subject and feel a profound connection to it. Your interest must transcend the field itself and border on the religious"  
[X Link](https://x.com/_ChaitanyaJ/status/1868479188199674051)  2024-12-16T02:12Z [----] followers, [----] engagements


"@WordwasBTC @X Can you please report the account"  
[X Link](https://x.com/_ChaitanyaJ/status/1868563195977482278)  2024-12-16T07:45Z [----] followers, [---] engagements


"$BTC crosses the aisle. - @anilsaidso Strategic #Bitcoin Reserve"  
[X Link](https://x.com/_ChaitanyaJ/status/1868606547846459437)  2024-12-16T10:38Z [----] followers, [----] engagements


"@BitcoinPierre @jplsp_ Merry Christmas @BitcoinPierre Youll always be the OG. 🫡"  
[X Link](https://x.com/_ChaitanyaJ/status/1871617620396699875)  2024-12-24T18:03Z [----] followers, [---] engagements


"$14B shareholder value creation in [----] by going triple maxi on the #bitcoin standard. $MSTR $MSTR acquired [------] BTC for $22.07B ($85450/BTC) in [----] and achieved a 74.3% BTC Yield starting the year with [------] BTC and realizing a BTC Gain of [------] BTC (385/day). At $100K/BTC this translates to shareholder value creation of $14.06B for the year or $38.5M/day. $MSTR acquired [------] BTC for $22.07B ($85450/BTC) in [----] and achieved a 74.3% BTC Yield starting the year with [------] BTC and realizing a BTC Gain of [------] BTC (385/day). At $100K/BTC this translates to shareholder value creation"  
[X Link](https://x.com/_ChaitanyaJ/status/1876866518115299829)  2025-01-08T05:40Z [----] followers, [----] engagements


"0.45M $BTC MicroStrategy has acquired [----] BTC for $243 million at $95972 per bitcoin and has achieved BTC Yield of 0.32% YTD [----]. As of 1/12/2025 we hodl [------] $BTC acquired for $28.2 billion at $62691 per bitcoin. $MSTR https://t.co/qONdrIwz7Q MicroStrategy has acquired [----] BTC for $243 million at $95972 per bitcoin and has achieved BTC Yield of 0.32% YTD [----]. As of 1/12/2025 we hodl [------] $BTC acquired for $28.2 billion at $62691 per bitcoin. $MSTR https://t.co/qONdrIwz7Q"  
[X Link](https://x.com/_ChaitanyaJ/status/1878790083400360122)  2025-01-13T13:03Z [----] followers, 28K engagements


"0.46M $BTC MicroStrategy has acquired [-----] BTC for $1.1 billion at $101191 per bitcoin and has achieved BTC Yield of 1.69% YTD [----]. As of 1/20/2025 we hodl [------] $BTC acquired for $29.3 billion at $63610 per bitcoin. $MSTR https://t.co/SOgvMscghy MicroStrategy has acquired [-----] BTC for $1.1 billion at $101191 per bitcoin and has achieved BTC Yield of 1.69% YTD [----]. As of 1/20/2025 we hodl [------] $BTC acquired for $29.3 billion at $63610 per bitcoin. $MSTR https://t.co/SOgvMscghy"  
[X Link](https://x.com/_ChaitanyaJ/status/1881697879183773789)  2025-01-21T13:38Z [----] followers, 19.5K engagements


"Our $BTC Principle #2: Prioritize MSTR common stock long-term value creation. $MSTR Last week $MSTR achieved a BTC Gain of [----] BTC reflecting a 1.36% BTC Yield on our [------] BTC base. At $105K/BTC this translates to $642.6M in value generated through treasury operationsreinforcing our commitment to maximizing shareholder returns. Last week $MSTR achieved a BTC Gain of [----] BTC reflecting a 1.36% BTC Yield on our [------] BTC base. At $105K/BTC this translates to $642.6M in value generated through treasury operationsreinforcing our commitment to maximizing shareholder returns"  
[X Link](https://x.com/_ChaitanyaJ/status/1882071498644766987)  2025-01-22T14:23Z [----] followers, 27.9K engagements


"@btc_overflow 1.36% x [------] = 6120"  
[X Link](https://x.com/_ChaitanyaJ/status/1882147605125402753)  2025-01-22T19:25Z [----] followers, [---] engagements


"Register for $MSTR's Q4 [----] earnings call on Wed Feb [--] at [--] pm ET: https://microstrategy.zoom.us/webinar/register/WN_Szut0x4JSgWW-0IHVXwZFw https://microstrategy.zoom.us/webinar/register/WN_Szut0x4JSgWW-0IHVXwZFw"  
[X Link](https://x.com/_ChaitanyaJ/status/1882168162650816752)  2025-01-22T20:47Z [----] followers, [----] engagements


"National Digital Asset Stockpile. https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology/ https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology/"  
[X Link](https://x.com/_ChaitanyaJ/status/1882535054729150502)  2025-01-23T21:05Z [----] followers, [----] engagements


"Active liability management. https://www.microstrategy.com/press/microstrategy-to-redeem-1b-of-2027-convertible-notes-settle-all-conversion-requests-in-shares_01-24-2025 https://www.microstrategy.com/press/microstrategy-to-redeem-1b-of-2027-convertible-notes-settle-all-conversion-requests-in-shares_01-24-2025"  
[X Link](https://x.com/_ChaitanyaJ/status/1882776713186427035)  2025-01-24T13:05Z [----] followers, [----] engagements


"$BTC Principle #7: Issue innovative fixed income securities backed by BTC. $MSTR MicroStrategy announces pricing of its Strike Preferred Stock ($STRK) Offering and upsizes the deal from $250M to $584M $MSTR https://t.co/1PoDxjQDNS MicroStrategy announces pricing of its Strike Preferred Stock ($STRK) Offering and upsizes the deal from $250M to $584M $MSTR https://t.co/1PoDxjQDNS"  
[X Link](https://x.com/_ChaitanyaJ/status/1885317307351630044)  2025-01-31T13:20Z [----] followers, 14.2K engagements


"New website Live tracker of various $MSTR metrics and market data: https://www.strategy.com https://www.strategy.com"  
[X Link](https://x.com/_ChaitanyaJ/status/1887266157658255865)  2025-02-05T22:24Z [----] followers, 14.7K engagements


"$STRK strips the volatility risk and performance of $BTC. Innovatively designed by @Strategy for investors seeking stable dividends partial upside exposure and built-in downside protection. A new tab on https://t.co/uGbtzwJCF2 tracks $STRK performance. https://t.co/8drGmO5xAT A new tab on https://t.co/uGbtzwJCF2 tracks $STRK performance. https://t.co/8drGmO5xAT"  
[X Link](https://x.com/_ChaitanyaJ/status/1895624657266675922)  2025-02-28T23:58Z [----] followers, 10.9K engagements


"Lever up. $21 billion $STRK ATM. $MSTR Strategy Announces $21 Billion $STRK At-The-Market Program $MSTR https://t.co/yTfmDuot3V Strategy Announces $21 Billion $STRK At-The-Market Program $MSTR https://t.co/yTfmDuot3V"  
[X Link](https://x.com/_ChaitanyaJ/status/1899068737019416699)  2025-03-10T12:04Z [----] followers, 24.6K engagements


"Microsoft is on a collision course with regulators. They force customers to sign 3-year contracts with price increases. If they don't they miss earnings guidance and destroy shareholder value. Regulators will view it as a monopoly. Customers and competitors will both lobby for regulation. They have two paths: 1: Continue monetizing equity till regulated 2: Embrace #bitcoin $MSFT https://www.bloomberg.com/news/articles/2025-03-12/trump-s-ftc-moves-ahead-with-broad-microsoft-antitrust-probe"  
[X Link](https://x.com/_ChaitanyaJ/status/1899909630920450320)  2025-03-12T19:45Z [----] followers, [----] engagements


"GameStart. $GME $BTC An announcement regarding Bitcoin https://t.co/gG8JRarIok An announcement regarding Bitcoin https://t.co/gG8JRarIok"  
[X Link](https://x.com/_ChaitanyaJ/status/1904640103550464482)  2025-03-25T21:02Z [----] followers, 19.7K engagements


"Arbitrageurs think that prices will converge over time to reflect a 1x mNAV for a $BTC Treasury Company. What they miss is that the company itself can and will arbitrage the "mispricing" in the meantime to grow the NAV per share and generate alpha over $BTC (aka "BTC Yield")"  
[X Link](https://x.com/_ChaitanyaJ/status/1905328756526379473)  2025-03-27T18:39Z [----] followers, [----] engagements


"We engineer volatility. $MSTR"  
[X Link](https://x.com/_ChaitanyaJ/status/1910532415245726009)  2025-04-11T03:16Z [----] followers, [----] engagements


"Any fool can know. The point is to understand. Join the Q1 call to deeply understand the $BTC strategy and financial frameworks used by $MSTR. Join us next Thursday for our earnings call covering Q1 performance Bitcoin our 21/21 capital plan and financial frameworks for $MSTR $STRK $STRF and converts. Expect a longer deeper and even more engaging discussion than usual. https://t.co/PJfUNVMAYe Join us next Thursday for our earnings call covering Q1 performance Bitcoin our 21/21 capital plan and financial frameworks for $MSTR $STRK $STRF and converts. Expect a longer deeper and even more"  
[X Link](https://x.com/_ChaitanyaJ/status/1915540554575753534)  2025-04-24T22:57Z [----] followers, [----] engagements


"$100K $BTC The future is bright and orange"  
[X Link](https://x.com/_ChaitanyaJ/status/1920528644541128742)  2025-05-08T17:18Z [----] followers, [----] engagements


"My teeth are deflationary. Ive had [--] extracted and my wife an oral surgeon keeps threatening to tighten supply. #Bitcoin"  
[X Link](https://x.com/_ChaitanyaJ/status/1923492493867483183)  2025-05-16T21:35Z 13.5K followers, [----] engagements


"Quadratically reflexive engineered machine. $MSTR"  
[X Link](https://x.com/_ChaitanyaJ/status/1924087575175700825)  2025-05-18T13:00Z [----] followers, [---] engagements


"We engineer durable and credible volatility at $MSTR"  
[X Link](https://x.com/_ChaitanyaJ/status/1924832349436485702)  2025-05-20T14:19Z [----] followers, 10.7K engagements


"$MSTR is in the business of securitizing $BTC for those that can't or don't want to buy it. I recently spoke at an event in Thailand after which I met a British wealth manager who told me he has been looking to learn about bitcoin for a while and hadn't had the time to do it. But he had heard about @strategy as a stock that allows you exposure to bitcoin so he bought I recently spoke at an event in Thailand after which I met a British wealth manager who told me he has been looking to learn about bitcoin for a while and hadn't had the time to do it. But he had heard about @strategy as a stock"  
[X Link](https://x.com/_ChaitanyaJ/status/1924940239010713855)  2025-05-20T21:28Z 11.1K followers, [----] engagements


"@saifedean @Strategy $MSTR is in the business of securitizing $BTC for those that can't or don't want to buy it"  
[X Link](https://x.com/_ChaitanyaJ/status/1924940338977816923)  2025-05-20T21:28Z [----] followers, [----] engagements


"$BTC at ATH. $STRK and $STRF above par and at ATH. 🚀"  
[X Link](https://x.com/_ChaitanyaJ/status/1925227097754153164)  2025-05-21T16:28Z [----] followers, [----] engagements


"@Croesus_BTC @saylor @Strategy @Metaplanet_JP @MoonIncHK @UTXOmgmt I'll be missing Vegas to attend my graduation but I'm sure I'll see you soon"  
[X Link](https://x.com/_ChaitanyaJ/status/1925659122952818748)  2025-05-22T21:04Z [----] followers, [---] engagements


"Stay humble and stack sats. $MSTR"  
[X Link](https://x.com/_ChaitanyaJ/status/1925661895890964794)  2025-05-22T21:15Z [----] followers, 15.9K engagements


"Grateful to @TimKotzman for the chance to share my journey - from discovering $BTC to Blackstone PE to Harvard MBA to joining $MSTR - and my thoughts on what lies ahead. Thank you for hosting @BTC_MS_THRIVING and everyone at @BTC_Mass :) Bitcoin Strategy with Chaitanya Jain Welcome back to The Bitcoin Treasuries Podcast. Powered by @OnrampBitcoin. Today's guest is @_ChaitanyaJ Bitcoin Strategy Intern at @Strategy. This conversation was filmed in front of a live audience in Boston. Thank you to Bitcoin Strategy with Chaitanya Jain Welcome back to The Bitcoin Treasuries Podcast. Powered by"  
[X Link](https://x.com/_ChaitanyaJ/status/1926322789490782269)  2025-05-24T17:01Z [----] followers, 16K engagements


"If the last $BTC block was mined [--] mins ago when will the next block be mined [--] mins [--] mins Unknown / Dont know [--] mins [--] mins [--] mins Unknown / Dont know [--] mins"  
[X Link](https://x.com/_ChaitanyaJ/status/1926333862293954567)  2025-05-24T17:45Z [----] followers, [----] engagements


"$STRK is for the bitcoin-curious. A bitcoin fellowship that comes with a living stipend"  
[X Link](https://x.com/_ChaitanyaJ/status/1926660783540240724)  2025-05-25T15:25Z [----] followers, 34.9K engagements


"$STRK and $STRF ATM proceeds climbing weekly. The preferred equity engine is in motion"  
[X Link](https://x.com/_ChaitanyaJ/status/1927111397214736423)  2025-05-26T21:15Z 10.1K followers, 23.2K engagements


"@Strategy Geared up to disrupt fixed income. ⚙"  
[X Link](https://x.com/_ChaitanyaJ/status/1927870196422705413)  2025-05-28T23:30Z [----] followers, [----] engagements


"$STRF lets us access future $MSTR ATM proceeds today to buy more $BTC now"  
[X Link](https://x.com/_ChaitanyaJ/status/1929060269214286233)  2025-06-01T06:19Z 10.8K followers, 32.1K engagements


"@BritishHodl Enterprising individuals can incorporate a $BTC treasury and do it today"  
[X Link](https://x.com/_ChaitanyaJ/status/1929229774531985874)  2025-06-01T17:33Z [----] followers, [----] engagements


"$MSTR YTD performance on $BTC KPIs: 16.9% BTC Yield $8 billion BTC $ Gain"  
[X Link](https://x.com/_ChaitanyaJ/status/1929580015936852131)  2025-06-02T16:45Z [----] followers, [----] engagements


"$BTC is the moat that buys you time to build any castle. Hardware is the moat that buys you time to build the software castle. Hardware is the moat that buys you time to build the software castle"  
[X Link](https://x.com/_ChaitanyaJ/status/1929610214807888050)  2025-06-02T18:45Z [----] followers, 14.5K engagements


"Introducing $STRD (Stride) - Perpetual preferred stock - 10% non-cumulative dividend - No governance rights - Junior to $STRF and $STRK Strategy today announced the launch of $STRD ("Stride") a new perpetual preferred stock offering available to institutional investors and select non-institutional investors. For more information click here. $MSTR https://t.co/D2Wy9M2bqa Strategy today announced the launch of $STRD ("Stride") a new perpetual preferred stock offering available to institutional investors and select non-institutional investors. For more information click here. $MSTR"  
[X Link](https://x.com/_ChaitanyaJ/status/1929636325830914112)  2025-06-02T20:28Z [----] followers, 30.2K engagements


"$STRF is the crown jewel of our prefs. $STRD is for those seeking higher yield with higher risk"  
[X Link](https://x.com/_ChaitanyaJ/status/1929648453724131683)  2025-06-02T21:16Z [----] followers, [----] engagements


"$MSTR YTD performance on $BTC KPIs: 17.1% BTC Yield $8.1 billion BTC $ Gain"  
[X Link](https://x.com/_ChaitanyaJ/status/1932078983715365364)  2025-06-09T14:15Z 10.1K followers, [----] engagements


"@Croesus_BTC Expect a reflexive price shock in the year [----] at Point99 when 99% of the 21M has been mined. After this bitcoin creation is offset by lost bitcoin and the supply becomes effectively fixed"  
[X Link](https://x.com/_ChaitanyaJ/status/1932171842309210493)  2025-06-09T20:23Z 13.8K followers, [----] engagements


"Triple ATM @Strategy leads to greater optionality. $MSTR $STRK $STRF"  
[X Link](https://x.com/_ChaitanyaJ/status/1932411171497513240)  2025-06-10T12:15Z 10.9K followers, 29.8K engagements


"$MSTR is torqued up. ⚙"  
[X Link](https://x.com/_ChaitanyaJ/status/1932558399784497326)  2025-06-10T22:00Z 10.9K followers, 17.3K engagements


"$110K $BTC is now boring"  
[X Link](https://x.com/_ChaitanyaJ/status/1932919815766700464)  2025-06-11T21:56Z 10.9K followers, 18.1K engagements


"$9 billion BTC $ Gain YTD [----]. $MSTR 🚀"  
[X Link](https://x.com/_ChaitanyaJ/status/1935547827951710626)  2025-06-19T03:58Z 10.9K followers, 17.5K engagements


"What's a good framework for classifying a company on this list as a "Bitcoin Treasury Company" vs not 🥁 The HODL Top [---] List 👇 6/16/2025 ✅ [--] companies increased their Bitcoin treasury (+11902 BTC) ✅ @Metaplanet_JP joins the [-----] BTC club & moves to #9 ✅ The Top [---] companies HODL more than [------] Bitcoin https://t.co/hlGQVrcZjC 🥁 The HODL Top [---] List 👇 6/16/2025 ✅ [--] companies increased their Bitcoin treasury (+11902 BTC) ✅ @Metaplanet_JP joins the [-----] BTC club & moves to #9 ✅ The Top [---] companies HODL more than [------] Bitcoin https://t.co/hlGQVrcZjC"  
[X Link](https://x.com/_ChaitanyaJ/status/1936135471467286864)  2025-06-20T18:54Z 11K followers, 11.7K engagements


"At times of distress investors sell what they can not what they want to"  
[X Link](https://x.com/_ChaitanyaJ/status/1936797062043209902)  2025-06-22T14:42Z 10.9K followers, [----] engagements


"Shift-The-Realm We Prefer to Shift The Realm. $STRF $STRK $STRD https://t.co/ZFnu7LW41R We Prefer to Shift The Realm. $STRF $STRK $STRD https://t.co/ZFnu7LW41R"  
[X Link](https://x.com/_ChaitanyaJ/status/1937508188984656272)  2025-06-24T13:48Z 10.9K followers, [----] engagements


"$3.3B of permanent leverage through $STRF $STRK and $STRD. Building a market for $BTC-backed fixed income. https://t.co/y3LFdfbnGz Building a market for $BTC-backed fixed income. https://t.co/y3LFdfbnGz"  
[X Link](https://x.com/_ChaitanyaJ/status/1937868528138309920)  2025-06-25T13:40Z 11.1K followers, 15.4K engagements


"@BTC_MS_THRIVING Keep the bitcoin. Borrow the tuition fee. Send your son to college"  
[X Link](https://x.com/_ChaitanyaJ/status/1937916381808497105)  2025-06-25T16:50Z 11K followers, [---] engagements


"Someone should track Bitcoin vs blockchain mentions in earnings call transcripts. Hoping Wall Street gets it right this time. Wall Street cant stop talking about it. Bitcoin is on the balance sheet and in the boardroom. https://t.co/nqJbruq48H Wall Street cant stop talking about it. Bitcoin is on the balance sheet and in the boardroom. https://t.co/nqJbruq48H"  
[X Link](https://x.com/_ChaitanyaJ/status/1938677022990934072)  2025-06-27T19:13Z 11.2K followers, [----] engagements


"Whats the best source for aggregate Bitcoin trading volume and options open interest"  
[X Link](https://x.com/_ChaitanyaJ/status/1942208864037875969)  2025-07-07T13:07Z 11.2K followers, [----] engagements


"Gotta spin em all. ⚙ ⚙ ⚙ ⚙ Now we're torque-ing. https://t.co/rBgYQxU7g2 Now we're torque-ing. https://t.co/rBgYQxU7g2"  
[X Link](https://x.com/_ChaitanyaJ/status/1942556035585397033)  2025-07-08T12:07Z 11.2K followers, 12.1K engagements


"The market needs securitised Bitcoin. Transforming commodities into equities and credit is a winning strategy. https://t.co/xIqeeBP4uS Transforming commodities into equities and credit is a winning strategy. https://t.co/xIqeeBP4uS"  
[X Link](https://x.com/_ChaitanyaJ/status/1942919227423199648)  2025-07-09T12:10Z 11.2K followers, 11.6K engagements


"A 2-min primer on our $BTC Credit theory first introduced in the Q1 [----] earnings presentation of @Strategy. Most credit in the world today is backed by future expected cashflows or a $USD printer. The remaining asset-backed loans are backed by illiquid heterogeneous assets with limited price discovery. $MSTR holds $70 billion in BTC and has issued $12 billion of BTC-backed credit against it including $STRF $STRK and $STRD. More Bitcoin Treasury Companies will follow. But the world lacks a sound framework to price the credit risk of fixed income securities backed by homogeneous liquid and"  
[X Link](https://x.com/_ChaitanyaJ/status/1944375004939882612)  2025-07-13T12:35Z 11.4K followers, 29.9K engagements


"The $BTC playbook has never been clearer - 1: Incorporate an entity 2: Convert cash or initial funding into BTC 3: Publicly list your securities 4: Sell equity at high mNAVs Once youve built sizeable BTC collateral 5: Issue intelligent leverage"  
[X Link](https://x.com/_ChaitanyaJ/status/1944456793523879998)  2025-07-13T18:00Z 11.4K followers, 10.9K engagements


"@Croesus_BTC @jackmallers We got you @Croesus_BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1944756176136073362)  2025-07-14T13:49Z 11.4K followers, [---] engagements


"100x increase in $MSTR market cap since adopting a $BTC treasury strategy"  
[X Link](https://x.com/_ChaitanyaJ/status/1944842573257838797)  2025-07-14T19:32Z 11.6K followers, [----] engagements


"What downloadable data or chart should we add next to http://Strategy.com http://Strategy.com"  
[X Link](https://x.com/_ChaitanyaJ/status/1944895124921541107)  2025-07-14T23:01Z 11.6K followers, 11.9K engagements


"BTC $ Gain is value captured at the front end. BTC $ Income is value captured at the back end. BTC $ Value is total value captured. BTC Torque is total value captured per $ raised"  
[X Link](https://x.com/_ChaitanyaJ/status/1944934718300152311)  2025-07-15T01:39Z 11.4K followers, [----] engagements


"@Adrian_R_Morris Agreed we will add this"  
[X Link](https://x.com/_ChaitanyaJ/status/1944945890520609255)  2025-07-15T02:23Z 11.4K followers, [---] engagements


"@Bitcoin_Bull_21 Well look into this"  
[X Link](https://x.com/_ChaitanyaJ/status/1944946049501524314)  2025-07-15T02:24Z 11.4K followers, [--] engagements


"Intelligent leverage matches the duration of the asset. Bitcoin is permanent capital. $STRF $STRK $STRD are permanent leverage"  
[X Link](https://x.com/_ChaitanyaJ/status/1945241970944643370)  2025-07-15T22:00Z 12.5K followers, 17.7K engagements


"$MSTR has raised over $35 billion in the last [--] months. Bitcoin Treasury Companies are shifting the incentives in investment banking. Finance bros are becoming Bitcoiners"  
[X Link](https://x.com/_ChaitanyaJ/status/1945288216791179639)  2025-07-16T01:03Z 11.4K followers, 11.9K engagements


"$MSTR Bitcoin accretion 11/20/24: $474/sh; 3.4x mNAV 07/16/25: $456/sh; 2.0x mNAV"  
[X Link](https://x.com/_ChaitanyaJ/status/1945656605057720660)  2025-07-17T01:27Z 11.4K followers, [----] engagements


"Inject Bitcoin into your b/s drive up the optionality liquidity and volatility and bring your company to life. $MSTR closed at a record-high $129B market cap yesterday. https://t.co/h2Zcw8iwAk $MSTR closed at a record-high $129B market cap yesterday. https://t.co/h2Zcw8iwAk"  
[X Link](https://x.com/_ChaitanyaJ/status/1945826437661139218)  2025-07-17T12:42Z 11.5K followers, 15.4K engagements


"The supply shock from Bitcoin Treasury Companies converting permanent equity capital into Bitcoin is not priced in. I track usage of words like huzz soyboy baddie or mewing not just to use in text messages with friends but to include in this newsletter. https://t.co/pwfXgc7gWb I track usage of words like huzz soyboy baddie or mewing not just to use in text messages with friends but to include in this newsletter. https://t.co/pwfXgc7gWb"  
[X Link](https://x.com/_ChaitanyaJ/status/1945916395251974361)  2025-07-17T18:39Z 13.3K followers, 16.4K engagements


"In previous cycles maxis only used savings earnings and debt to purchase more bitcoin. In this cycle maxis will also use future expectations. Permanent equity capital. This is a profound expansion in the purchasing power of maxis"  
[X Link](https://x.com/_ChaitanyaJ/status/1946207313490305265)  2025-07-18T13:55Z 13.3K followers, [----] engagements


"Bitcoin equity issuance is cyclical and volatile. Bitcoin credit issuance is secular and stable"  
[X Link](https://x.com/_ChaitanyaJ/status/1946309581388583282)  2025-07-18T20:42Z 11.5K followers, [----] engagements


"Orange treasury green treasury. Our treasury ranks 9th vs S&P [---] companies. https://t.co/nSVKHATnEV Our treasury ranks 9th vs S&P [---] companies. https://t.co/nSVKHATnEV"  
[X Link](https://x.com/_ChaitanyaJ/status/1946607006158291383)  2025-07-19T16:24Z 11.6K followers, [----] engagements


"@isabelle_zhou @OpenAI Congrats"  
[X Link](https://x.com/_ChaitanyaJ/status/1947863058736402869)  2025-07-23T03:35Z 11.6K followers, [---] engagements


"The Bitcoin [--] will fight to be the Bitcoin [--] The Bitcoin [---] will fight to be in the Bitcoin [--]. https://t.co/RUlQpOQIwf The Bitcoin [---] will fight to be in the Bitcoin [--]. https://t.co/RUlQpOQIwf"  
[X Link](https://x.com/_ChaitanyaJ/status/1948359268995862537)  2025-07-24T12:27Z 12.1K followers, 11.8K engagements


"$BTC floats in the fiat flood"  
[X Link](https://x.com/_ChaitanyaJ/status/1948821210843767015)  2025-07-25T19:02Z 12.1K followers, [----] engagements


"Are there any websites tracking the BTC $ Gain across Bitcoin Treasury Companies"  
[X Link](https://x.com/_ChaitanyaJ/status/1949877192818573481)  2025-07-28T16:58Z 12.2K followers, [----] engagements


"4.7x P/E for a high-growth dominant tech company Strategy is misunderstood and undervalued. $MSTR https://t.co/EbisD2LhBf Strategy is misunderstood and undervalued. $MSTR https://t.co/EbisD2LhBf"  
[X Link](https://x.com/_ChaitanyaJ/status/1951375127695781962)  2025-08-01T20:10Z 12.4K followers, [----] engagements


"NGU on NGU tech. $MSTR $MSTR is Amplified Bitcoin. https://t.co/MHhdX508kw $MSTR is Amplified Bitcoin. https://t.co/MHhdX508kw"  
[X Link](https://x.com/_ChaitanyaJ/status/1951620518882275370)  2025-08-02T12:26Z 12.6K followers, [----] engagements


"An iPhone in everyones pocket. Some $STRC in everyones portfolio"  
[X Link](https://x.com/_ChaitanyaJ/status/1951663381540204818)  2025-08-02T15:16Z 12.6K followers, 17.3K engagements


"@Akshat_World Measure real gains for your investors in $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1952364025964036499)  2025-08-04T13:40Z 12.4K followers, [----] engagements


"#2 $BTC Principle: Prioritize $MSTR common stock long-term value creation. A $BTC Treasury Company needs $BTC Principles. https://t.co/02YM7JhxCp A $BTC Treasury Company needs $BTC Principles. https://t.co/02YM7JhxCp"  
[X Link](https://x.com/_ChaitanyaJ/status/1952441479810503010)  2025-08-04T18:48Z 12.5K followers, 16.8K engagements


"@IIICapital Yes @Strategy needs bitcoin"  
[X Link](https://x.com/_ChaitanyaJ/status/1952846976220840258)  2025-08-05T21:39Z 12.4K followers, [---] engagements


"$STRC is the digital transformation of working capital"  
[X Link](https://x.com/_ChaitanyaJ/status/1953263282850083069)  2025-08-07T01:13Z 12.9K followers, 12.6K engagements


"@Harvard Verify this yourself through their latest 13F filing: https://www.sec.gov/Archives/edgar/data/1082621/000095012325007364/0000950123-25-007364-index.html https://www.sec.gov/Archives/edgar/data/1082621/000095012325007364/0000950123-25-007364-index.html"  
[X Link](https://x.com/_ChaitanyaJ/status/1953933244216353181)  2025-08-08T21:36Z 12.6K followers, [----] engagements


".@grok what's your prediction for $BTC at tomorrow's U.S. market open"  
[X Link](https://x.com/_ChaitanyaJ/status/1954737860889747589)  2025-08-11T02:53Z 12.9K followers, 51.9K engagements


"When you capitalize a company on a commodity appreciating faster than the S&P [---] you create a magnet thats positively polarised to capital"  
[X Link](https://x.com/_ChaitanyaJ/status/1955422626937180274)  2025-08-13T00:14Z 13.1K followers, 70.4K engagements


"@IIICapital @Strategy Always great speaking with you @IIICapital Excited to see what you and the team do next at @SemlerSci. 🫡"  
[X Link](https://x.com/_ChaitanyaJ/status/1955981094215430345)  2025-08-14T13:13Z 13.6K followers, [---] engagements


"Dont drop the ball. $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1957170891395063929)  2025-08-17T20:01Z 13.1K followers, [----] engagements


"By their fruits you shall know them. $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1957590075706855830)  2025-08-18T23:46Z 13.2K followers, 12.6K engagements


"Stay the course. $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1957920748548522430)  2025-08-19T21:40Z 13.1K followers, 24.9K engagements


"@Strategy 4.9x over-collateralization for the entire fixed income stack"  
[X Link](https://x.com/_ChaitanyaJ/status/1958230070608183665)  2025-08-20T18:10Z 13.3K followers, [----] engagements


"Think for yourself. $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1958887896087232614)  2025-08-22T13:44Z 13.3K followers, [----] engagements


"@ryQuant @ChrisMMillas "Long-term expected" BTC Yield which is a function of (i) scale (ii) moats (iii) access to capital markets (iv) execution. Similar to Microsoft vs a startup"  
[X Link](https://x.com/_ChaitanyaJ/status/1958915337837261248)  2025-08-22T15:33Z 13.2K followers, [---] engagements


"Warren Buffet's business principle #10 (from 1983): "We will issue common stock only when we receive as much in business value as we give.""  
[X Link](https://x.com/_ChaitanyaJ/status/1958987791410606577)  2025-08-22T20:21Z 13.2K followers, [----] engagements


"Bitcoin treasury companies need to be covered by more equity analysts that look at financial services companies not just those that look at technology or payments companies. Like traditional banks the alpha is in capital structure leverage and risk management"  
[X Link](https://x.com/_ChaitanyaJ/status/1959224854508359916)  2025-08-23T12:03Z 13.8K followers, 41.2K engagements


"Bitcoin treasury companies create value by capturing two spreads: (1) Cost of borrowing vs $BTC appreciation (structural) (2) Book value vs market value of equity (transactional)"  
[X Link](https://x.com/_ChaitanyaJ/status/1959286402736181323)  2025-08-23T16:07Z 13.4K followers, 15.6K engagements


"Bitcoin is a strange game where the only winning move is to play"  
[X Link](https://x.com/_ChaitanyaJ/status/1959359705765044467)  2025-08-23T20:58Z 13.3K followers, 20K engagements


"Tick tock next block. $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1960129296036475187)  2025-08-25T23:56Z 13.3K followers, 15.3K engagements


"How do you know you are on your path $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1960828505710588234)  2025-08-27T22:15Z 13.4K followers, 14.1K engagements


"Beauty will save the world. $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1961189046966685981)  2025-08-28T22:08Z 13.4K followers, [----] engagements


"@Strategy $BTC Mag 7"  
[X Link](https://x.com/_ChaitanyaJ/status/1961465472668340367)  2025-08-29T16:26Z 13.6K followers, [----] engagements


"Demand for land and labour is going to fall over the next [--] years. Demand for digital capital is going to explode. $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1961784344080457897)  2025-08-30T13:33Z 13.5K followers, 17.8K engagements


"Equity of a Bitcoin Treasury Company will be valued at a premium to book value if the existing leverage on the balance sheet results in Return on Equity (ROE) BTC Return on Assets (ROA) even if one assumes no future financings or BTC accumulation"  
[X Link](https://x.com/_ChaitanyaJ/status/1963574734072738066)  2025-09-04T12:07Z 13.6K followers, 16K engagements


"Where to $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1963739422580425198)  2025-09-04T23:02Z 13.5K followers, [----] engagements


"A high-growth company ideally wants - Growth Return on Capital Cost of Capital So that it can continuously raise capital and deploy it profitably"  
[X Link](https://x.com/_ChaitanyaJ/status/1963965043432624378)  2025-09-05T13:58Z 13.5K followers, [----] engagements


"One day in the not-so-distant future all bars on this chart will be orange. $BTC Our treasury ranks 5th vs all S&P [---] companies. https://t.co/fAcYgkJdbT Our treasury ranks 5th vs all S&P [---] companies. https://t.co/fAcYgkJdbT"  
[X Link](https://x.com/_ChaitanyaJ/status/1965468587482902676)  2025-09-09T17:33Z 13.7K followers, 21K engagements


"Imagine [------] companies building bitcoin treasuries. Imagine [------] companies issuing bitcoin-backed credit. Digital yield from digital credit backed by digital capital. https://t.co/2TSRPL7Iq2 Digital yield from digital credit backed by digital capital. https://t.co/2TSRPL7Iq2"  
[X Link](https://x.com/_ChaitanyaJ/status/1966527652489048501)  2025-09-12T15:41Z 13.8K followers, 40.2K engagements


"Touch grass. $BTC"  
[X Link](https://x.com/_ChaitanyaJ/status/1966925732300681357)  2025-09-13T18:03Z 13.6K followers, 11.6K engagements


"@buckethatbtc @saylor @Strategy @MicroStrategy @btcculturehub @btcdigitalconf @TimKotzman @ejuline Awesome pic Kyle"  
[X Link](https://x.com/_ChaitanyaJ/status/1968449953153364302)  2025-09-17T23:00Z 13.7K followers, [---] engagements


"BTC $ Gain 2024: $13.1 billion YTD 2025: $13.1 billion Strategy has acquired [---] BTC for $99.7 million at $117344 per bitcoin and has achieved BTC Yield of 26.0% YTD [----]. As of 9/21/2025 we hodl [------] $BTC acquired for $47.33 billion at $73971 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/rG5pvryeYL Strategy has acquired [---] BTC for $99.7 million at $117344 per bitcoin and has achieved BTC Yield of 26.0% YTD [----]. As of 9/21/2025 we hodl [------] $BTC acquired for $47.33 billion at $73971 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/rG5pvryeYL"  
[X Link](https://x.com/_ChaitanyaJ/status/1970106956045250634)  2025-09-22T12:44Z 13.8K followers, 26.6K engagements


"My panel discussion at the Bitcoin Treasuries Unconference in NYC last week on mNAV BTC KPIs and $MSTR ATM guidance. Grateful to share the stage with @BenWerkman and @Adrian_R_Morris. Thanks @TimKotzman @btcdigitalconf @21milstories for a fantastic event"  
[X Link](https://x.com/_ChaitanyaJ/status/1970242439589044319)  2025-09-22T21:42Z 13.9K followers, 28.8K engagements


"+196 Strategy has acquired [---] BTC for $22.1 million at $113048 per bitcoin. As of 9/28/2025 we hodl [------] $BTC acquired for $47.35 billion at $73983 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/NnmLONBsRK Strategy has acquired [---] BTC for $22.1 million at $113048 per bitcoin. As of 9/28/2025 we hodl [------] $BTC acquired for $47.35 billion at $73983 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/NnmLONBsRK"  
[X Link](https://x.com/_ChaitanyaJ/status/1972633177408893339)  2025-09-29T12:02Z 13.8K followers, 27K engagements


"BTC Price at an ATH of $125000 BTC Vol near an ATL of 39%"  
[X Link](https://x.com/_ChaitanyaJ/status/1975367221783503004)  2025-10-07T01:07Z 14.3K followers, 37.8K engagements


"Tax-deferred $BTC dividend with auto-reinvestment (DRIP). Stay humble and stack sats (per share). $MSTR https://t.co/DY8RRpiVBJ Stay humble and stack sats (per share). $MSTR https://t.co/DY8RRpiVBJ"  
[X Link](https://x.com/_ChaitanyaJ/status/1975928518849749110)  2025-10-08T14:17Z 14.4K followers, 28.2K engagements


"$MSTR [----] targets: 15% $BTC Yield. $10 billion $BTC Gain"  
[X Link](https://x.com/CJ_Bitcoin/status/1888448829105582408)  2025-02-09T04:44Z 15.5K followers, 29.6K engagements


"In [----] we are shifting our focus more into fixed income issuance designed to provide leverage that benefits our shareholders. Our long-term leverage target is 20% to 30% of our $BTC holding value. $MSTR Strategy Announces Proposed Private Offering of $2.0B of Convertible Senior Notes. $MSTR https://t.co/EBOMdLlgdq Strategy Announces Proposed Private Offering of $2.0B of Convertible Senior Notes. $MSTR https://t.co/EBOMdLlgdq"  
[X Link](https://x.com/_ChaitanyaJ/status/1891984622818373684)  2025-02-18T22:54Z 10.9K followers, 37.3K engagements


"We enhance native $BTC vol through an intelligent leverage strategy. $MSTR Conventional wisdom is to strip volatility from corporations. Strategy engineers volatility through intelligent leverage. Because Volatility is Vitality. $MSTR https://t.co/F2DGdlHGpJ Conventional wisdom is to strip volatility from corporations. Strategy engineers volatility through intelligent leverage. Because Volatility is Vitality. $MSTR https://t.co/F2DGdlHGpJ"  
[X Link](https://x.com/_ChaitanyaJ/status/1893029992822435918)  2025-02-21T20:08Z [----] followers, [----] engagements


"$STRF is the crown jewel of our preferred strategy. Designed to earn its place among the markets most pristine investment-grade fixed income securities"  
[X Link](https://x.com/CJ_Bitcoin/status/1926483762059096493)  2025-05-25T03:41Z 15.8K followers, 31K engagements


"$STRK - $1 billion market cap $30 million daily trading volume. Geared up to disrupt fixed income. ⚙"  
[X Link](https://x.com/CJ_Bitcoin/status/1927870052277125272)  2025-05-28T23:30Z 16.2K followers, 25.2K engagements


"3 in the top [--] largest prefs. $STRD $STRF $STRK Our $BTC-backed credit securities are disrupting the $300 trillion bond market. $STRD $STRF $STRK https://t.co/7xr8Rf4t7m Our $BTC-backed credit securities are disrupting the $300 trillion bond market. $STRD $STRF $STRK https://t.co/7xr8Rf4t7m"  
[X Link](https://x.com/CJ_Bitcoin/status/1933183445569515921)  2025-06-12T15:23Z 15.5K followers, 14K engagements


"Play around with assumptions and run your own $BTC Credit analysis at Feedback welcome 🙂 https://www.strategy.com/credit Brand-new Credit and STRD tabs are live on our website. Plug in your assumptions to model BTC Rating BTC Risk and BTC Credit across our fixed income instruments. https://t.co/NckvySGCXI https://www.strategy.com/credit Brand-new Credit and STRD tabs are live on our website. Plug in your assumptions to model BTC Rating BTC Risk and BTC Credit across our fixed income instruments. https://t.co/NckvySGCXI"  
[X Link](https://x.com/CJ_Bitcoin/status/1934952625927020676)  2025-06-17T12:33Z 15.5K followers, 30.5K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@_ChaitanyaJ Avatar @_ChaitanyaJ Chaitanya Jain

No information is available about Chaitanya Jain. The provided context appears to be about MicroStrategy ($MSTR) and its Bitcoin ($BTC) holdings, as well as another company possibly called STRK or $STRC.

Engagements: [-------] #

Engagements Line Chart

  • [--] Week [-------] -57%
  • [--] Month [---------] +93%
  • [--] Months [---------] +59%
  • [--] Year [----------] +544%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +57%
  • [--] Month [---] +125%
  • [--] Months [---] +132%
  • [--] Year [---] +345%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] +0.75%
  • [--] Month [------] +6.30%
  • [--] Months [------] +31%
  • [--] Year [------] +108%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies stocks finance automotive brands technology brands currencies exchanges countries social networks travel destinations

Social topic influence $btc #2090, bitcoin, $mstr #799, $strc #32, $strk, $strf, mstr, $strd, hodl, strk

Top accounts mentioned or mentioned by @strategy @saylor @strategys @microstrategy @iiicapital @timkotzman @grok @cnbc @phongle @saifedean @bitcoinpierre @harvardhbs @shirishjajodia @chaitanyaj @croesusbtc @benwerkman @jamievernon @cjbitcoin @lopp @harvard

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Strike (STRK) Strategy Incorporated (STRF) Stride (STRD) Microsoft Corp. (MSFT) BlackRock Inc (BLK) Reserve (RSV) 2131KOBUSHIDE (21)

Top Social Posts

Top posts by engagements in the last [--] hours

"Verifying my account on nostr My Public Key: "npub1tkrs4npnsqv3y863lqlu2m8qq5unlfkyv6qpnlsyau4l390qec7qwx5qau" Find others at @nostrdirectory #nostr https://nostr.directory https://nostr.directory"
X Link 2023-02-01T04:44Z [----] followers, [----] engagements

"Bitcoin Derangement Syndrome @saifedean"
X Link 2023-08-11T14:38Z [---] followers, [--] engagements

"Unfortunately we cannot save money on a fiat standard and we are instead forced to take risk and invest to beat inflation. Fortunately we now have the ability to save in sound money with #bitcoin. Stay humble stack sats and sleep peacefully"
X Link 2023-10-31T22:54Z [---] followers, [---] engagements

"Cheat code: long bitcoin short fiat For young people who rightly feel that the deck is stacked against them #Bitcoin is your chance to beat the house. It is the only truly asymmetric bet you can make and 99% of the world isnt even at the table yet. For young people who rightly feel that the deck is stacked against them #Bitcoin is your chance to beat the house. It is the only truly asymmetric bet you can make and 99% of the world isnt even at the table yet"
X Link 2023-11-25T14:20Z [----] followers, [---] engagements

"My gateway to the bitcoin rabbit hole was when I randomly stumbled on to @PrestonPyshs podcast. Changed the arc of my life. Truly grateful and thankful - Happy Thanksgiving Preston :)"
X Link 2023-11-25T16:01Z [---] followers, [---] engagements

"Correction: Buy #bitcoin and short fiat to subsidise your education at Harvard. Buy #bitcoin instead of going to Harvard. Buy #bitcoin instead of going to Harvard"
X Link 2023-12-12T07:47Z [----] followers, [---] engagements

"Scarcity is the starting point of economics and the origin of all economizing. Scarcity is what compels us to value objects and in valuing them we develop command over them over time. Scarcity then is also the origin of property. - @saifedean (Principles of Economics) Thank you for improving the clarity of my thinking @saifedean. Learning some of the simplest and most fundamental ideas that we often fail to grasp or articulate. https://t.co/btKGy7yXQW Thank you for improving the clarity of my thinking @saifedean. Learning some of the simplest and most fundamental ideas that we often fail to"
X Link 2024-02-10T20:32Z [---] followers, 27.4K engagements

"By utilizing the causality of hash-chains and the unpredictability of proof-of-work the #bitcoin network provides amechanism for establishing an indisputable history of events witnessed. Without causality what came before and what came after is impossible to tease apart. Without unpredictability causality is meaningless. - @dergigi Bitcoin Is Time"
X Link 2024-02-11T22:47Z [---] followers, [--] engagements

"Number of bitcoiners at Harvard Business School today: 1/1800 (0.6%) Either bitcoiners opt out of MBAs or this number goes up gradually. People will realise that you can get a highly subsidised MBA by going long bitcoin short fiat"
X Link 2024-02-17T01:08Z [---] followers, [---] engagements

"Blackrock cannot hurt bitcoin through the ETFs. Bitcoin can and will hurt Blackrock through the gradual shift from passive equity investing to non-custodial bitcoin saving"
X Link 2024-02-18T21:56Z [---] followers, [---] engagements

"Until fiat falls to its cost of production (i.e. zero) there is a huge arbitrage play in capital markets. Short fiat long #Bitcoin"
X Link 2024-02-28T00:34Z [---] followers, [--] engagements

"2. Crypto enthusiasts: Bitcoin is good but lacks scalability and functionality. Crypto is at the frontier of innovation. We will decentralise the centralised systems through smart contracts and bridges"
X Link 2024-03-01T19:13Z [---] followers, [--] engagements

"3. Cantillionaires: The current system works well to manage economic downturns and redistribute wealth. I enjoy working for the government or in finance"
X Link 2024-03-01T19:13Z [---] followers, [--] engagements

"#Bitcoin not crypto As with every previous bull market in Bitcoin new shitcoins and buzzwords will emerge soon"
X Link 2024-03-04T22:31Z [---] followers, [--] engagements

"MicroStrategy might issue more debt than equity in the short term to bring back the focus on it being a levered derivative play on Bitcoin vs the ETFs"
X Link 2024-03-05T17:22Z [---] followers, [---] engagements

"@saifedean how do you tackle this Every day it becomes increasingly clear that we cannot let the terrorists win. This is a global problem which affects us and our enemies alike and thus it is one of the few opportunities for global agreement. Israel is committed to destroying Hamas as it cannot tolerate Every day it becomes increasingly clear that we cannot let the terrorists win. This is a global problem which affects us and our enemies alike and thus it is one of the few opportunities for global agreement. Israel is committed to destroying Hamas as it cannot tolerate"
X Link 2024-03-24T07:27Z [---] followers, [---] engagements

"Good investors struggle to understand #Bitcoin because there is no information asymmetry. Good investors struggle to understand #Bitcoin because there is no risk to price. Good investors struggle to understand #Bitcoin because there is no risk to price"
X Link 2024-04-03T03:16Z [----] followers, [----] engagements

"There are only [--] trades - [--]. Long #Bitcoin [--]. Long fiat [--]. Short fiat"
X Link 2024-04-03T22:11Z [---] followers, [--] engagements

"Morals have an aesthetic criteria. Holding fiat is morally ambiguous today but will be deeply immoral tomorrow. #Bitcoin"
X Link 2024-04-22T23:02Z [---] followers, [--] engagements

"Moderated a Future of #Bitcoin panel discussion with @BitcoinPierre @lopp John DAgostino and @neha earlier this month. Discussed the future of development adoption innovation and impact"
X Link 2024-04-26T21:12Z [---] followers, [----] engagements

"The future belongs to those who dare to believe in it. #bitcoin OSU graduate Chris Pan takes ayahuasca to write his commencement speech and then tells [-----] people to buy #Bitcoin to protect their purchasing power. What a fucking legend. https://t.co/SCFDP0cXUr OSU graduate Chris Pan takes ayahuasca to write his commencement speech and then tells [-----] people to buy #Bitcoin to protect their purchasing power. What a fucking legend. https://t.co/SCFDP0cXUr"
X Link 2024-05-07T05:19Z [---] followers, [--] engagements

"MicroStrategy adopted #bitcoin as its primary treasury reserve asset in August [----] effectively inverting its balance sheet to a bitcoin standard"
X Link 2024-06-11T03:52Z [---] followers, [---] engagements

"As of April [--] [----] it has acquired [------] bitcoin which represents more than 1% of the total supply making it the largest corporate holder of bitcoin in the world"
X Link 2024-06-11T03:52Z [---] followers, [---] engagements

"The market value of the bitcoin holdings is $15B (at $68K per bitcoin) acquired at a cost basis of $7.5B (at $35K per bitcoin) through debt financing ($3.6B at weighted average annual fixed interest rate of 1.3%) equity financing ($3.2B) and use of excess cash ($825M)"
X Link 2024-06-11T03:52Z [---] followers, [---] engagements

"Importantly these capital market activities have led to incremental bitcoin accretion per share"
X Link 2024-06-11T03:52Z [---] followers, [---] engagements

"Since MicroStrategy adopted the bitcoin strategy it has outperformed other key assets and indices big tech stocks and enterprise software stocks"
X Link 2024-06-11T03:52Z [---] followers, [----] engagements

"@DylanLeClair_ I met the professor of this class recently and shared my views on bitcoin and MicroStrategy. He was skeptical at the start but he became increasingly curious during the conversation. Everyone is against bitcoin before they are for it"
X Link 2024-06-20T03:18Z [---] followers, [---] engagements

"The most intellectual and perhaps most fulfilling work I've done in my life for none other than @saylor and #bitcoin. The most comprehensive and perhaps most important presentation Ive done on #Bitcoin to date complete with slides. https://t.co/oYJM2tVzKQ The most comprehensive and perhaps most important presentation Ive done on #Bitcoin to date complete with slides. https://t.co/oYJM2tVzKQ"
X Link 2024-08-02T15:37Z 13.4K followers, 39.9K engagements

"A corporate #bitcoin strategy is building a strong capital structure and avoiding dilutive financial practices. Don't bleed capital via taxable dividends and don't surrender capital via stock buybacks"
X Link 2024-08-02T23:28Z [----] followers, [----] engagements

"@PeterSchiff @LylesNoah You're a visionary @PeterSchiff This is what hyperbitcoinization will look like"
X Link 2024-08-04T20:12Z [----] followers, [----] engagements

"We have open-sourced the Bitcoin24 model used for @saylors presentation at #Bitcoin Nashville. You can update the excel model as youd like and push it to GitHub to share it with everyone. Hope you like it Bitcoin24 is an open-source macro model forecasting asset growth and #Bitcoin adoption over the next [--] years along with micro models to evaluate various Bitcoin strategies for individuals corporations institutions and nation-states. https://t.co/t3CAfJ9lX8 Bitcoin24 is an open-source macro model forecasting asset growth and #Bitcoin adoption over the next [--] years along with micro models to"
X Link 2024-08-30T19:12Z 13.6K followers, 23.2K engagements

"Here is a short overview to the Bitcoin24 model along with more detailed walkthrough videos uploaded on GitHub. Thank you @saylor @shirishjajodia A two-minute overview of Bitcoin24 by @_ChaitanyaJ. Additional video tutorials for each macro and micro model have been uploaded to GitHub. https://t.co/zocC9IK5Sc A two-minute overview of Bitcoin24 by @_ChaitanyaJ. Additional video tutorials for each macro and micro model have been uploaded to GitHub. https://t.co/zocC9IK5Sc"
X Link 2024-08-30T19:14Z [----] followers, 12.4K engagements

"Had a great time discussing bitcoin Harvard Business School private equity and $MSTR with @iBobbyShell @onchaincowboy and @JBradMyers. Thank you for having me on :) This week's episode of New Foundations is officially out @_ChaitanyaJ of @HarvardHBS and @MicroStrategy joins @iBobbyShell @onchaincowboy and @JBradMyers to discuss: - The state of Bitcoin interest and education at @Harvard - Experiences at MicroStrategy and lessons from https://t.co/w2oOFilMM0 This week's episode of New Foundations is officially out @_ChaitanyaJ of @HarvardHBS and @MicroStrategy joins @iBobbyShell @onchaincowboy"
X Link 2024-09-20T19:34Z [----] followers, [----] engagements

"And then one day you find ten years have got behind you No one told you when to run you missed the starting gun Hey @SatyaNadella if you want to make the next trillion dollars for $MSFT shareholders call me. https://t.co/NPnVvL7Wmj Hey @SatyaNadella if you want to make the next trillion dollars for $MSFT shareholders call me. https://t.co/NPnVvL7Wmj"
X Link 2024-10-25T18:59Z 13.9K followers, 15.4K engagements

"Uncomfortably idiosyncratic. Thank You Satoshi. https://t.co/LGH575CXVT Thank You Satoshi. https://t.co/LGH575CXVT"
X Link 2024-10-31T16:20Z 13.9K followers, [----] engagements

""The more aggressively you buy the less risky it becomes." #Bitcoin Strategic Reserve"
X Link 2024-11-14T18:07Z [----] followers, 14.2K engagements

"@hodl20201 @saylor @HarvardHBS @MicroStrategy You can fund it via unsecured 15-year student debt at 6%"
X Link 2024-11-15T01:37Z [----] followers, [--] engagements

"imagine putting $25 billion of permanent capital into a balance sheet and spinning it at [---] rpm. You can light up a city in cyberspace. $MSTR $BTC"
X Link 2024-11-15T03:16Z [----] followers, 11.1K engagements

"How do you get the upside of $BTC with downside protection $MSTR convertible bonds"
X Link 2024-11-15T21:21Z [----] followers, [---] engagements

"Manifest Destiny in the 19th century was moving west in meatspace and in the 21st century will be moving true north in cyberspace. $MSTR $BTC"
X Link 2024-11-16T03:03Z [----] followers, [----] engagements

"+$14 billion. It's not whether you're right or wrong but how much money you make when you're right and how much you lose when you're wrong." - George Soros $MSTR $BTC"
X Link 2024-11-16T03:08Z [----] followers, [----] engagements

"Building the Amazon of securitized $BTC in capital markets. $MSTR Got to hear MBA students and @saylor discuss the $MSTR case study at @HarvardHBS's Corporate Finance class today. Out of [--] students: [--] have bought $BTC in the past. [--] properly understood or had high conviction in the $BTC treasury company strategy. Early. @MicroStrategy https://t.co/84zRDNy3bj Got to hear MBA students and @saylor discuss the $MSTR case study at @HarvardHBS's Corporate Finance class today. Out of [--] students: [--] have bought $BTC in the past. [--] properly understood or had high conviction in the $BTC treasury"
X Link 2024-11-16T19:39Z [----] followers, [----] engagements

"An anti-fragile balance sheet is positively polarised to capital. A fragile balance sheet is negatively polarised to capital. #bitcoin $MSTR imagine putting $25 billion of permanent capital into a balance sheet and spinning it at [---] rpm. You can light up a city in cyberspace. $MSTR $BTC https://t.co/6Zw1h6qZ13 imagine putting $25 billion of permanent capital into a balance sheet and spinning it at [---] rpm. You can light up a city in cyberspace. $MSTR $BTC https://t.co/6Zw1h6qZ13"
X Link 2024-11-16T20:17Z [----] followers, [----] engagements

"$920 million / day. Faster. $BTC $MSTR MicroStrategy has acquired [-----] BTC for $4.6 billion at $88627 per #bitcoin and has achieved BTC Yield of 20.4% QTD and 41.8% YTD. As of 11/17/2024 we hodl [------] $BTC acquired for $16.5 billion at $49874 per bitcoin. $MSTR https://t.co/SRRtRrB2jO MicroStrategy has acquired [-----] BTC for $4.6 billion at $88627 per #bitcoin and has achieved BTC Yield of 20.4% QTD and 41.8% YTD. As of 11/17/2024 we hodl [------] $BTC acquired for $16.5 billion at $49874 per bitcoin. $MSTR https://t.co/SRRtRrB2jO"
X Link 2024-11-18T14:43Z [----] followers, [----] engagements

"This brings the blended coupon on $6.9 billion of convertible debt on our balance sheet down to [--] bps. $BTC $MSTR MicroStrategy Announces Pricing of Convertible Senior Notes Offering $MSTR https://t.co/yglCjkGs1V MicroStrategy Announces Pricing of Convertible Senior Notes Offering $MSTR https://t.co/yglCjkGs1V"
X Link 2024-11-20T13:23Z [----] followers, 25.3K engagements

"Legend says if you click quick the wick will tick. $100K $BTC"
X Link 2024-11-21T05:39Z [----] followers, [----] engagements

"Greenshoe fully exercised. $3 billion. 0% up 55%. 5-year maturity. $MSTR https://www.microstrategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024 https://www.microstrategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024"
X Link 2024-11-21T21:03Z [----] followers, [----] engagements

"Greenshoe fully exercised. $3 billion. 0% coupon. 55% conversion premium. 5-year maturity. $MSTR https://www.microstrategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024 https://www.microstrategy.com/press/microstrategy-completes-3-billion-offering-of-convertible-senior-notes-due-2029-at-0-coupon-and-55-conversion-premium_11-21-2024"
X Link 2024-11-21T21:09Z [----] followers, 17.9K engagements

"imagine @Microsoft on the $BTC standard. $26B net cash on the balance sheet. $70B free cash flow per year growing at 15%. $40B dividends and buybacks per year. $MSFT"
X Link 2024-11-22T20:50Z [----] followers, 22.3K engagements

"The ig Long. Meme it into existence. $MSTR We need more green dots on https://t.co/Bx3917zeAK. https://t.co/0VCrBs9oUa We need more green dots on https://t.co/Bx3917zeAK. https://t.co/0VCrBs9oUa"
X Link 2024-11-24T19:10Z [----] followers, 14.8K engagements

"229% implied vol. $107 billion open interest. Are you not entertained $MSTR"
X Link 2024-11-24T19:36Z [----] followers, 24.7K engagements

"Valuing a $BTC Treasury Company: (1) How much can you raise & allocate to BTC in the next [--] months (2) What's the projected BTC Gain % over that period (3) What PE multiple reflects BTCs ARR as the baseline growth rate Formula: (1) (2) (3) + Existing BTC Reserves"
X Link 2024-11-24T19:52Z [----] followers, [---] engagements

"Valuing a $BTC Treasury Company: (1) How much can you raise & allocate to BTC in the next [--] months (2) What's the projected BTC Gain % over that period (3) What PE multiple reflects BTCs ARR as the baseline growth rate Formula: (1) (2) (3) + Existing BTC Reserves. NFA"
X Link 2024-11-24T20:07Z [----] followers, 86.3K engagements

"imagine a 3-min @saylor clip explaining the $BTC treasury strategy to $MSFT going viral. imagine @Microsoft on the $BTC standard. $26B net cash on the balance sheet. $70B free cash flow per year growing at 15%. $40B dividends and buybacks per year. $MSFT https://t.co/Z1TOs8FjZH imagine @Microsoft on the $BTC standard. $26B net cash on the balance sheet. $70B free cash flow per year growing at 15%. $40B dividends and buybacks per year. $MSFT https://t.co/Z1TOs8FjZH"
X Link 2024-11-24T20:09Z [----] followers, 31.3K engagements

"It's not whether you're right or wrong but how much money you make when you're right and how much you lose when you're wrong. - George Soros on $BTC"
X Link 2024-11-24T20:16Z [----] followers, [----] engagements

""We live in a world of infinite leverage." - @naval on $BTC"
X Link 2024-11-24T20:26Z [----] followers, [----] engagements

"Valuing a $BTC Treasury Company with a discounting model: (1) BTC Yield % and BTC ARR % assumptions for growth stages and perpetuity (2) Required rate of return assumption (3) Project future book value/share (4) Discount to calculate NPV/share"
X Link 2024-11-25T00:12Z [----] followers, 20.1K engagements

""Volatility is not risk." - Howard Marks $BTC $MSTR https://www.oaktreecapital.com/insights/memo/what-really-matters https://www.oaktreecapital.com/insights/memo/what-really-matters"
X Link 2024-11-25T00:43Z [----] followers, [----] engagements

"#Bitcoin maxi individuals think in $BTC terms. Bitcoin maxi companies think in $BTC per share terms. $MSTR"
X Link 2024-11-25T17:37Z [----] followers, [----] engagements

"Laser eyes protect you from endless lies. $BTC https://t.co/MWiBagijM6 https://t.co/MWiBagijM6"
X Link 2024-11-25T19:01Z [----] followers, [----] engagements

"Tradfi banks play on duration arbitrage along with credit risk. $MSTR inverts the duration and replaces credit risk with $BTC risk giving loans in cyberspace returning 60% with zero non-performing assets. Every tradfi bank is valued on a P/B multiple"
X Link 2024-11-25T19:47Z [----] followers, 24.7K engagements

"With $BTC there are only varying degrees of success. All you have to do is play"
X Link 2024-11-26T06:18Z [----] followers, [----] engagements

"In my tradition of gifting books to my professors at @HarvardHBS I gave Softwar by @JasonPLowery to the prof teaching War & Peace a course on negotiations and strategy. Best discussion on $BTC with a prof so far"
X Link 2024-11-26T07:28Z [----] followers, [----] engagements

"@saylor @FossGregfoss You led the way"
X Link 2024-11-27T17:07Z [----] followers, 36.5K engagements

"This equates to $200 billion annualised net benefit to our shareholders. $MSTR Last week $MSTR's treasury operations delivered a BTC Yield of 12.3% providing a net benefit of [-----] BTC to our shareholders or [----] BTC per day. At $93.5K per BTC that would equate to $3.8 billion for the week or $544 million each day. Last week $MSTR's treasury operations delivered a BTC Yield of 12.3% providing a net benefit of [-----] BTC to our shareholders or [----] BTC per day. At $93.5K per BTC that would equate to $3.8 billion for the week or $544 million each day"
X Link 2024-11-27T17:26Z [----] followers, 77K engagements

"We engineer and monetize volatility through our #bitcoin treasury operations. $MSTR"
X Link 2024-11-27T21:54Z [----] followers, 27.2K engagements

"Through our treasury operations we generate a $BTC spread which is a function of the equity premium the convert premium and the bitcoin premium. $MSTR"
X Link 2024-11-28T13:42Z [----] followers, [----] engagements

"#Bitcoin is a cosmic lighthouse beaming the light of truth across the vast ocean of chaos powered by unyielding cryptographic energy guiding humanity toward the shores of financial freedom while growing brighter more secure and more unassailable with every passing block"
X Link 2024-11-28T23:25Z [----] followers, [----] engagements

"By utilizing the causality of hash-chains and the unpredictability of proof-of-work the #Bitcoin network provides a mechanism for establishing an indisputable history of events witnessed. -Gigi https://dergigi.com/2021/01/14/bitcoin-is-time/ https://dergigi.com/2021/01/14/bitcoin-is-time/"
X Link 2024-11-29T06:01Z [----] followers, [----] engagements

"Send the @saylor $MSFT clip to your friends family and colleagues. Spread the $BTC virus. imagine a 3-min @saylor clip explaining the $BTC treasury strategy to $MSFT going viral. imagine a 3-min @saylor clip explaining the $BTC treasury strategy to $MSFT going viral"
X Link 2024-12-02T01:14Z [----] followers, 10.4K engagements

"Building digital towers in cyber-Manhattan. $MSTR Last week $MSTR's treasury operations delivered a BTC Yield of 2.55% providing a net benefit of [----] BTC to our shareholders or [----] BTC per day. At $95K per BTC that would equate to $936 million for the week or $134 million each day. Last week $MSTR's treasury operations delivered a BTC Yield of 2.55% providing a net benefit of [----] BTC to our shareholders or [----] BTC per day. At $95K per BTC that would equate to $936 million for the week or $134 million each day"
X Link 2024-12-03T18:41Z [----] followers, [----] engagements

"Uruk Athens Alexandria Rome Constantinople Baghdad Venice Amsterdam New York #Bitcoin"
X Link 2024-12-03T19:44Z [----] followers, [----] engagements

"Finally some deeper analysis on $MSTR from the GOAT of financial breakdowns. If you want the perfect newsletter everything stops. Crossing the road is a risk. https://t.co/6yYHpZc071 If you want the perfect newsletter everything stops. Crossing the road is a risk. https://t.co/6yYHpZc071"
X Link 2024-12-05T21:42Z [----] followers, 15K engagements

"$11.5 trillion AUM manager says 2% $BTC is reasonable. Every institution eventually aligns financial incentives with sound money adoption. Everyone wins with $BTC all you have to do is play. Under a complex built by Syrias internal security services the cells were no more than 6ft long and 4ft wide. They looked like large coffins which for many they would become. https://www.bloomberg.com/news/articles/2024-12-12/blackrock-says-up-to-2-bitcoin-allocation-is-reasonable-range https://www.bloomberg.com/news/articles/2024-12-12/blackrock-says-up-to-2-bitcoin-allocation-is-reasonable-range"
X Link 2024-12-12T20:24Z [----] followers, [----] engagements

"The liabilities of every institution won't be demonetized - they'll be repriced against $BTC + BTC Yield. This applies to operating companies banks and governments. Ask yourself: How many BTC back the FED's dollars or the Treasury's debt today [--] years later [--] years later"
X Link 2024-12-12T22:39Z [----] followers, [----] engagements

"Digital Transformation of Capital Markets Chapter 1: Maxis warned creditors and saversdont buy fiat-denominated credit. Chapter 2: Maxis turn to debtorsstart issuing $BTC-backed credit. Chapter 3: "
X Link 2024-12-12T22:49Z [----] followers, 18.2K engagements

"Little by little one travels far. $MSTR joins the Nasdaq [---]. $MSTR to enter Nasdaq [---] https://t.co/kDtDxWTSbI $MSTR to enter Nasdaq [---] https://t.co/kDtDxWTSbI"
X Link 2024-12-14T03:15Z [----] followers, 14.5K engagements

"TradFi Banks vs $BTC Treasury Companies Credit risk vs Bitcoin volatility Illiquid assets vs Instant liquidity Overnight deposits vs No deposits needed Duration risk vs Inverted duration High leverage vs Low leverage Build in cyberspace"
X Link 2024-12-14T13:01Z [----] followers, [----] engagements

"#bitcoin maximalism. You must understand the following: In order to master a field you must love the subject and feel a profound connection to it. Your interest must transcend the field itself and border on the religious. You must understand the following: In order to master a field you must love the subject and feel a profound connection to it. Your interest must transcend the field itself and border on the religious"
X Link 2024-12-16T02:12Z [----] followers, [----] engagements

"@WordwasBTC @X Can you please report the account"
X Link 2024-12-16T07:45Z [----] followers, [---] engagements

"$BTC crosses the aisle. - @anilsaidso Strategic #Bitcoin Reserve"
X Link 2024-12-16T10:38Z [----] followers, [----] engagements

"@BitcoinPierre @jplsp_ Merry Christmas @BitcoinPierre Youll always be the OG. 🫡"
X Link 2024-12-24T18:03Z [----] followers, [---] engagements

"$14B shareholder value creation in [----] by going triple maxi on the #bitcoin standard. $MSTR $MSTR acquired [------] BTC for $22.07B ($85450/BTC) in [----] and achieved a 74.3% BTC Yield starting the year with [------] BTC and realizing a BTC Gain of [------] BTC (385/day). At $100K/BTC this translates to shareholder value creation of $14.06B for the year or $38.5M/day. $MSTR acquired [------] BTC for $22.07B ($85450/BTC) in [----] and achieved a 74.3% BTC Yield starting the year with [------] BTC and realizing a BTC Gain of [------] BTC (385/day). At $100K/BTC this translates to shareholder value creation"
X Link 2025-01-08T05:40Z [----] followers, [----] engagements

"0.45M $BTC MicroStrategy has acquired [----] BTC for $243 million at $95972 per bitcoin and has achieved BTC Yield of 0.32% YTD [----]. As of 1/12/2025 we hodl [------] $BTC acquired for $28.2 billion at $62691 per bitcoin. $MSTR https://t.co/qONdrIwz7Q MicroStrategy has acquired [----] BTC for $243 million at $95972 per bitcoin and has achieved BTC Yield of 0.32% YTD [----]. As of 1/12/2025 we hodl [------] $BTC acquired for $28.2 billion at $62691 per bitcoin. $MSTR https://t.co/qONdrIwz7Q"
X Link 2025-01-13T13:03Z [----] followers, 28K engagements

"0.46M $BTC MicroStrategy has acquired [-----] BTC for $1.1 billion at $101191 per bitcoin and has achieved BTC Yield of 1.69% YTD [----]. As of 1/20/2025 we hodl [------] $BTC acquired for $29.3 billion at $63610 per bitcoin. $MSTR https://t.co/SOgvMscghy MicroStrategy has acquired [-----] BTC for $1.1 billion at $101191 per bitcoin and has achieved BTC Yield of 1.69% YTD [----]. As of 1/20/2025 we hodl [------] $BTC acquired for $29.3 billion at $63610 per bitcoin. $MSTR https://t.co/SOgvMscghy"
X Link 2025-01-21T13:38Z [----] followers, 19.5K engagements

"Our $BTC Principle #2: Prioritize MSTR common stock long-term value creation. $MSTR Last week $MSTR achieved a BTC Gain of [----] BTC reflecting a 1.36% BTC Yield on our [------] BTC base. At $105K/BTC this translates to $642.6M in value generated through treasury operationsreinforcing our commitment to maximizing shareholder returns. Last week $MSTR achieved a BTC Gain of [----] BTC reflecting a 1.36% BTC Yield on our [------] BTC base. At $105K/BTC this translates to $642.6M in value generated through treasury operationsreinforcing our commitment to maximizing shareholder returns"
X Link 2025-01-22T14:23Z [----] followers, 27.9K engagements

"@btc_overflow 1.36% x [------] = 6120"
X Link 2025-01-22T19:25Z [----] followers, [---] engagements

"Register for $MSTR's Q4 [----] earnings call on Wed Feb [--] at [--] pm ET: https://microstrategy.zoom.us/webinar/register/WN_Szut0x4JSgWW-0IHVXwZFw https://microstrategy.zoom.us/webinar/register/WN_Szut0x4JSgWW-0IHVXwZFw"
X Link 2025-01-22T20:47Z [----] followers, [----] engagements

"National Digital Asset Stockpile. https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology/ https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology/"
X Link 2025-01-23T21:05Z [----] followers, [----] engagements

"Active liability management. https://www.microstrategy.com/press/microstrategy-to-redeem-1b-of-2027-convertible-notes-settle-all-conversion-requests-in-shares_01-24-2025 https://www.microstrategy.com/press/microstrategy-to-redeem-1b-of-2027-convertible-notes-settle-all-conversion-requests-in-shares_01-24-2025"
X Link 2025-01-24T13:05Z [----] followers, [----] engagements

"$BTC Principle #7: Issue innovative fixed income securities backed by BTC. $MSTR MicroStrategy announces pricing of its Strike Preferred Stock ($STRK) Offering and upsizes the deal from $250M to $584M $MSTR https://t.co/1PoDxjQDNS MicroStrategy announces pricing of its Strike Preferred Stock ($STRK) Offering and upsizes the deal from $250M to $584M $MSTR https://t.co/1PoDxjQDNS"
X Link 2025-01-31T13:20Z [----] followers, 14.2K engagements

"New website Live tracker of various $MSTR metrics and market data: https://www.strategy.com https://www.strategy.com"
X Link 2025-02-05T22:24Z [----] followers, 14.7K engagements

"$STRK strips the volatility risk and performance of $BTC. Innovatively designed by @Strategy for investors seeking stable dividends partial upside exposure and built-in downside protection. A new tab on https://t.co/uGbtzwJCF2 tracks $STRK performance. https://t.co/8drGmO5xAT A new tab on https://t.co/uGbtzwJCF2 tracks $STRK performance. https://t.co/8drGmO5xAT"
X Link 2025-02-28T23:58Z [----] followers, 10.9K engagements

"Lever up. $21 billion $STRK ATM. $MSTR Strategy Announces $21 Billion $STRK At-The-Market Program $MSTR https://t.co/yTfmDuot3V Strategy Announces $21 Billion $STRK At-The-Market Program $MSTR https://t.co/yTfmDuot3V"
X Link 2025-03-10T12:04Z [----] followers, 24.6K engagements

"Microsoft is on a collision course with regulators. They force customers to sign 3-year contracts with price increases. If they don't they miss earnings guidance and destroy shareholder value. Regulators will view it as a monopoly. Customers and competitors will both lobby for regulation. They have two paths: 1: Continue monetizing equity till regulated 2: Embrace #bitcoin $MSFT https://www.bloomberg.com/news/articles/2025-03-12/trump-s-ftc-moves-ahead-with-broad-microsoft-antitrust-probe"
X Link 2025-03-12T19:45Z [----] followers, [----] engagements

"GameStart. $GME $BTC An announcement regarding Bitcoin https://t.co/gG8JRarIok An announcement regarding Bitcoin https://t.co/gG8JRarIok"
X Link 2025-03-25T21:02Z [----] followers, 19.7K engagements

"Arbitrageurs think that prices will converge over time to reflect a 1x mNAV for a $BTC Treasury Company. What they miss is that the company itself can and will arbitrage the "mispricing" in the meantime to grow the NAV per share and generate alpha over $BTC (aka "BTC Yield")"
X Link 2025-03-27T18:39Z [----] followers, [----] engagements

"We engineer volatility. $MSTR"
X Link 2025-04-11T03:16Z [----] followers, [----] engagements

"Any fool can know. The point is to understand. Join the Q1 call to deeply understand the $BTC strategy and financial frameworks used by $MSTR. Join us next Thursday for our earnings call covering Q1 performance Bitcoin our 21/21 capital plan and financial frameworks for $MSTR $STRK $STRF and converts. Expect a longer deeper and even more engaging discussion than usual. https://t.co/PJfUNVMAYe Join us next Thursday for our earnings call covering Q1 performance Bitcoin our 21/21 capital plan and financial frameworks for $MSTR $STRK $STRF and converts. Expect a longer deeper and even more"
X Link 2025-04-24T22:57Z [----] followers, [----] engagements

"$100K $BTC The future is bright and orange"
X Link 2025-05-08T17:18Z [----] followers, [----] engagements

"My teeth are deflationary. Ive had [--] extracted and my wife an oral surgeon keeps threatening to tighten supply. #Bitcoin"
X Link 2025-05-16T21:35Z 13.5K followers, [----] engagements

"Quadratically reflexive engineered machine. $MSTR"
X Link 2025-05-18T13:00Z [----] followers, [---] engagements

"We engineer durable and credible volatility at $MSTR"
X Link 2025-05-20T14:19Z [----] followers, 10.7K engagements

"$MSTR is in the business of securitizing $BTC for those that can't or don't want to buy it. I recently spoke at an event in Thailand after which I met a British wealth manager who told me he has been looking to learn about bitcoin for a while and hadn't had the time to do it. But he had heard about @strategy as a stock that allows you exposure to bitcoin so he bought I recently spoke at an event in Thailand after which I met a British wealth manager who told me he has been looking to learn about bitcoin for a while and hadn't had the time to do it. But he had heard about @strategy as a stock"
X Link 2025-05-20T21:28Z 11.1K followers, [----] engagements

"@saifedean @Strategy $MSTR is in the business of securitizing $BTC for those that can't or don't want to buy it"
X Link 2025-05-20T21:28Z [----] followers, [----] engagements

"$BTC at ATH. $STRK and $STRF above par and at ATH. 🚀"
X Link 2025-05-21T16:28Z [----] followers, [----] engagements

"@Croesus_BTC @saylor @Strategy @Metaplanet_JP @MoonIncHK @UTXOmgmt I'll be missing Vegas to attend my graduation but I'm sure I'll see you soon"
X Link 2025-05-22T21:04Z [----] followers, [---] engagements

"Stay humble and stack sats. $MSTR"
X Link 2025-05-22T21:15Z [----] followers, 15.9K engagements

"Grateful to @TimKotzman for the chance to share my journey - from discovering $BTC to Blackstone PE to Harvard MBA to joining $MSTR - and my thoughts on what lies ahead. Thank you for hosting @BTC_MS_THRIVING and everyone at @BTC_Mass :) Bitcoin Strategy with Chaitanya Jain Welcome back to The Bitcoin Treasuries Podcast. Powered by @OnrampBitcoin. Today's guest is @_ChaitanyaJ Bitcoin Strategy Intern at @Strategy. This conversation was filmed in front of a live audience in Boston. Thank you to Bitcoin Strategy with Chaitanya Jain Welcome back to The Bitcoin Treasuries Podcast. Powered by"
X Link 2025-05-24T17:01Z [----] followers, 16K engagements

"If the last $BTC block was mined [--] mins ago when will the next block be mined [--] mins [--] mins Unknown / Dont know [--] mins [--] mins [--] mins Unknown / Dont know [--] mins"
X Link 2025-05-24T17:45Z [----] followers, [----] engagements

"$STRK is for the bitcoin-curious. A bitcoin fellowship that comes with a living stipend"
X Link 2025-05-25T15:25Z [----] followers, 34.9K engagements

"$STRK and $STRF ATM proceeds climbing weekly. The preferred equity engine is in motion"
X Link 2025-05-26T21:15Z 10.1K followers, 23.2K engagements

"@Strategy Geared up to disrupt fixed income. ⚙"
X Link 2025-05-28T23:30Z [----] followers, [----] engagements

"$STRF lets us access future $MSTR ATM proceeds today to buy more $BTC now"
X Link 2025-06-01T06:19Z 10.8K followers, 32.1K engagements

"@BritishHodl Enterprising individuals can incorporate a $BTC treasury and do it today"
X Link 2025-06-01T17:33Z [----] followers, [----] engagements

"$MSTR YTD performance on $BTC KPIs: 16.9% BTC Yield $8 billion BTC $ Gain"
X Link 2025-06-02T16:45Z [----] followers, [----] engagements

"$BTC is the moat that buys you time to build any castle. Hardware is the moat that buys you time to build the software castle. Hardware is the moat that buys you time to build the software castle"
X Link 2025-06-02T18:45Z [----] followers, 14.5K engagements

"Introducing $STRD (Stride) - Perpetual preferred stock - 10% non-cumulative dividend - No governance rights - Junior to $STRF and $STRK Strategy today announced the launch of $STRD ("Stride") a new perpetual preferred stock offering available to institutional investors and select non-institutional investors. For more information click here. $MSTR https://t.co/D2Wy9M2bqa Strategy today announced the launch of $STRD ("Stride") a new perpetual preferred stock offering available to institutional investors and select non-institutional investors. For more information click here. $MSTR"
X Link 2025-06-02T20:28Z [----] followers, 30.2K engagements

"$STRF is the crown jewel of our prefs. $STRD is for those seeking higher yield with higher risk"
X Link 2025-06-02T21:16Z [----] followers, [----] engagements

"$MSTR YTD performance on $BTC KPIs: 17.1% BTC Yield $8.1 billion BTC $ Gain"
X Link 2025-06-09T14:15Z 10.1K followers, [----] engagements

"@Croesus_BTC Expect a reflexive price shock in the year [----] at Point99 when 99% of the 21M has been mined. After this bitcoin creation is offset by lost bitcoin and the supply becomes effectively fixed"
X Link 2025-06-09T20:23Z 13.8K followers, [----] engagements

"Triple ATM @Strategy leads to greater optionality. $MSTR $STRK $STRF"
X Link 2025-06-10T12:15Z 10.9K followers, 29.8K engagements

"$MSTR is torqued up. ⚙"
X Link 2025-06-10T22:00Z 10.9K followers, 17.3K engagements

"$110K $BTC is now boring"
X Link 2025-06-11T21:56Z 10.9K followers, 18.1K engagements

"$9 billion BTC $ Gain YTD [----]. $MSTR 🚀"
X Link 2025-06-19T03:58Z 10.9K followers, 17.5K engagements

"What's a good framework for classifying a company on this list as a "Bitcoin Treasury Company" vs not 🥁 The HODL Top [---] List 👇 6/16/2025 ✅ [--] companies increased their Bitcoin treasury (+11902 BTC) ✅ @Metaplanet_JP joins the [-----] BTC club & moves to #9 ✅ The Top [---] companies HODL more than [------] Bitcoin https://t.co/hlGQVrcZjC 🥁 The HODL Top [---] List 👇 6/16/2025 ✅ [--] companies increased their Bitcoin treasury (+11902 BTC) ✅ @Metaplanet_JP joins the [-----] BTC club & moves to #9 ✅ The Top [---] companies HODL more than [------] Bitcoin https://t.co/hlGQVrcZjC"
X Link 2025-06-20T18:54Z 11K followers, 11.7K engagements

"At times of distress investors sell what they can not what they want to"
X Link 2025-06-22T14:42Z 10.9K followers, [----] engagements

"Shift-The-Realm We Prefer to Shift The Realm. $STRF $STRK $STRD https://t.co/ZFnu7LW41R We Prefer to Shift The Realm. $STRF $STRK $STRD https://t.co/ZFnu7LW41R"
X Link 2025-06-24T13:48Z 10.9K followers, [----] engagements

"$3.3B of permanent leverage through $STRF $STRK and $STRD. Building a market for $BTC-backed fixed income. https://t.co/y3LFdfbnGz Building a market for $BTC-backed fixed income. https://t.co/y3LFdfbnGz"
X Link 2025-06-25T13:40Z 11.1K followers, 15.4K engagements

"@BTC_MS_THRIVING Keep the bitcoin. Borrow the tuition fee. Send your son to college"
X Link 2025-06-25T16:50Z 11K followers, [---] engagements

"Someone should track Bitcoin vs blockchain mentions in earnings call transcripts. Hoping Wall Street gets it right this time. Wall Street cant stop talking about it. Bitcoin is on the balance sheet and in the boardroom. https://t.co/nqJbruq48H Wall Street cant stop talking about it. Bitcoin is on the balance sheet and in the boardroom. https://t.co/nqJbruq48H"
X Link 2025-06-27T19:13Z 11.2K followers, [----] engagements

"Whats the best source for aggregate Bitcoin trading volume and options open interest"
X Link 2025-07-07T13:07Z 11.2K followers, [----] engagements

"Gotta spin em all. ⚙ ⚙ ⚙ ⚙ Now we're torque-ing. https://t.co/rBgYQxU7g2 Now we're torque-ing. https://t.co/rBgYQxU7g2"
X Link 2025-07-08T12:07Z 11.2K followers, 12.1K engagements

"The market needs securitised Bitcoin. Transforming commodities into equities and credit is a winning strategy. https://t.co/xIqeeBP4uS Transforming commodities into equities and credit is a winning strategy. https://t.co/xIqeeBP4uS"
X Link 2025-07-09T12:10Z 11.2K followers, 11.6K engagements

"A 2-min primer on our $BTC Credit theory first introduced in the Q1 [----] earnings presentation of @Strategy. Most credit in the world today is backed by future expected cashflows or a $USD printer. The remaining asset-backed loans are backed by illiquid heterogeneous assets with limited price discovery. $MSTR holds $70 billion in BTC and has issued $12 billion of BTC-backed credit against it including $STRF $STRK and $STRD. More Bitcoin Treasury Companies will follow. But the world lacks a sound framework to price the credit risk of fixed income securities backed by homogeneous liquid and"
X Link 2025-07-13T12:35Z 11.4K followers, 29.9K engagements

"The $BTC playbook has never been clearer - 1: Incorporate an entity 2: Convert cash or initial funding into BTC 3: Publicly list your securities 4: Sell equity at high mNAVs Once youve built sizeable BTC collateral 5: Issue intelligent leverage"
X Link 2025-07-13T18:00Z 11.4K followers, 10.9K engagements

"@Croesus_BTC @jackmallers We got you @Croesus_BTC"
X Link 2025-07-14T13:49Z 11.4K followers, [---] engagements

"100x increase in $MSTR market cap since adopting a $BTC treasury strategy"
X Link 2025-07-14T19:32Z 11.6K followers, [----] engagements

"What downloadable data or chart should we add next to http://Strategy.com http://Strategy.com"
X Link 2025-07-14T23:01Z 11.6K followers, 11.9K engagements

"BTC $ Gain is value captured at the front end. BTC $ Income is value captured at the back end. BTC $ Value is total value captured. BTC Torque is total value captured per $ raised"
X Link 2025-07-15T01:39Z 11.4K followers, [----] engagements

"@Adrian_R_Morris Agreed we will add this"
X Link 2025-07-15T02:23Z 11.4K followers, [---] engagements

"@Bitcoin_Bull_21 Well look into this"
X Link 2025-07-15T02:24Z 11.4K followers, [--] engagements

"Intelligent leverage matches the duration of the asset. Bitcoin is permanent capital. $STRF $STRK $STRD are permanent leverage"
X Link 2025-07-15T22:00Z 12.5K followers, 17.7K engagements

"$MSTR has raised over $35 billion in the last [--] months. Bitcoin Treasury Companies are shifting the incentives in investment banking. Finance bros are becoming Bitcoiners"
X Link 2025-07-16T01:03Z 11.4K followers, 11.9K engagements

"$MSTR Bitcoin accretion 11/20/24: $474/sh; 3.4x mNAV 07/16/25: $456/sh; 2.0x mNAV"
X Link 2025-07-17T01:27Z 11.4K followers, [----] engagements

"Inject Bitcoin into your b/s drive up the optionality liquidity and volatility and bring your company to life. $MSTR closed at a record-high $129B market cap yesterday. https://t.co/h2Zcw8iwAk $MSTR closed at a record-high $129B market cap yesterday. https://t.co/h2Zcw8iwAk"
X Link 2025-07-17T12:42Z 11.5K followers, 15.4K engagements

"The supply shock from Bitcoin Treasury Companies converting permanent equity capital into Bitcoin is not priced in. I track usage of words like huzz soyboy baddie or mewing not just to use in text messages with friends but to include in this newsletter. https://t.co/pwfXgc7gWb I track usage of words like huzz soyboy baddie or mewing not just to use in text messages with friends but to include in this newsletter. https://t.co/pwfXgc7gWb"
X Link 2025-07-17T18:39Z 13.3K followers, 16.4K engagements

"In previous cycles maxis only used savings earnings and debt to purchase more bitcoin. In this cycle maxis will also use future expectations. Permanent equity capital. This is a profound expansion in the purchasing power of maxis"
X Link 2025-07-18T13:55Z 13.3K followers, [----] engagements

"Bitcoin equity issuance is cyclical and volatile. Bitcoin credit issuance is secular and stable"
X Link 2025-07-18T20:42Z 11.5K followers, [----] engagements

"Orange treasury green treasury. Our treasury ranks 9th vs S&P [---] companies. https://t.co/nSVKHATnEV Our treasury ranks 9th vs S&P [---] companies. https://t.co/nSVKHATnEV"
X Link 2025-07-19T16:24Z 11.6K followers, [----] engagements

"@isabelle_zhou @OpenAI Congrats"
X Link 2025-07-23T03:35Z 11.6K followers, [---] engagements

"The Bitcoin [--] will fight to be the Bitcoin [--] The Bitcoin [---] will fight to be in the Bitcoin [--]. https://t.co/RUlQpOQIwf The Bitcoin [---] will fight to be in the Bitcoin [--]. https://t.co/RUlQpOQIwf"
X Link 2025-07-24T12:27Z 12.1K followers, 11.8K engagements

"$BTC floats in the fiat flood"
X Link 2025-07-25T19:02Z 12.1K followers, [----] engagements

"Are there any websites tracking the BTC $ Gain across Bitcoin Treasury Companies"
X Link 2025-07-28T16:58Z 12.2K followers, [----] engagements

"4.7x P/E for a high-growth dominant tech company Strategy is misunderstood and undervalued. $MSTR https://t.co/EbisD2LhBf Strategy is misunderstood and undervalued. $MSTR https://t.co/EbisD2LhBf"
X Link 2025-08-01T20:10Z 12.4K followers, [----] engagements

"NGU on NGU tech. $MSTR $MSTR is Amplified Bitcoin. https://t.co/MHhdX508kw $MSTR is Amplified Bitcoin. https://t.co/MHhdX508kw"
X Link 2025-08-02T12:26Z 12.6K followers, [----] engagements

"An iPhone in everyones pocket. Some $STRC in everyones portfolio"
X Link 2025-08-02T15:16Z 12.6K followers, 17.3K engagements

"@Akshat_World Measure real gains for your investors in $BTC"
X Link 2025-08-04T13:40Z 12.4K followers, [----] engagements

"#2 $BTC Principle: Prioritize $MSTR common stock long-term value creation. A $BTC Treasury Company needs $BTC Principles. https://t.co/02YM7JhxCp A $BTC Treasury Company needs $BTC Principles. https://t.co/02YM7JhxCp"
X Link 2025-08-04T18:48Z 12.5K followers, 16.8K engagements

"@IIICapital Yes @Strategy needs bitcoin"
X Link 2025-08-05T21:39Z 12.4K followers, [---] engagements

"$STRC is the digital transformation of working capital"
X Link 2025-08-07T01:13Z 12.9K followers, 12.6K engagements

"@Harvard Verify this yourself through their latest 13F filing: https://www.sec.gov/Archives/edgar/data/1082621/000095012325007364/0000950123-25-007364-index.html https://www.sec.gov/Archives/edgar/data/1082621/000095012325007364/0000950123-25-007364-index.html"
X Link 2025-08-08T21:36Z 12.6K followers, [----] engagements

".@grok what's your prediction for $BTC at tomorrow's U.S. market open"
X Link 2025-08-11T02:53Z 12.9K followers, 51.9K engagements

"When you capitalize a company on a commodity appreciating faster than the S&P [---] you create a magnet thats positively polarised to capital"
X Link 2025-08-13T00:14Z 13.1K followers, 70.4K engagements

"@IIICapital @Strategy Always great speaking with you @IIICapital Excited to see what you and the team do next at @SemlerSci. 🫡"
X Link 2025-08-14T13:13Z 13.6K followers, [---] engagements

"Dont drop the ball. $BTC"
X Link 2025-08-17T20:01Z 13.1K followers, [----] engagements

"By their fruits you shall know them. $BTC"
X Link 2025-08-18T23:46Z 13.2K followers, 12.6K engagements

"Stay the course. $BTC"
X Link 2025-08-19T21:40Z 13.1K followers, 24.9K engagements

"@Strategy 4.9x over-collateralization for the entire fixed income stack"
X Link 2025-08-20T18:10Z 13.3K followers, [----] engagements

"Think for yourself. $BTC"
X Link 2025-08-22T13:44Z 13.3K followers, [----] engagements

"@ryQuant @ChrisMMillas "Long-term expected" BTC Yield which is a function of (i) scale (ii) moats (iii) access to capital markets (iv) execution. Similar to Microsoft vs a startup"
X Link 2025-08-22T15:33Z 13.2K followers, [---] engagements

"Warren Buffet's business principle #10 (from 1983): "We will issue common stock only when we receive as much in business value as we give.""
X Link 2025-08-22T20:21Z 13.2K followers, [----] engagements

"Bitcoin treasury companies need to be covered by more equity analysts that look at financial services companies not just those that look at technology or payments companies. Like traditional banks the alpha is in capital structure leverage and risk management"
X Link 2025-08-23T12:03Z 13.8K followers, 41.2K engagements

"Bitcoin treasury companies create value by capturing two spreads: (1) Cost of borrowing vs $BTC appreciation (structural) (2) Book value vs market value of equity (transactional)"
X Link 2025-08-23T16:07Z 13.4K followers, 15.6K engagements

"Bitcoin is a strange game where the only winning move is to play"
X Link 2025-08-23T20:58Z 13.3K followers, 20K engagements

"Tick tock next block. $BTC"
X Link 2025-08-25T23:56Z 13.3K followers, 15.3K engagements

"How do you know you are on your path $BTC"
X Link 2025-08-27T22:15Z 13.4K followers, 14.1K engagements

"Beauty will save the world. $BTC"
X Link 2025-08-28T22:08Z 13.4K followers, [----] engagements

"@Strategy $BTC Mag 7"
X Link 2025-08-29T16:26Z 13.6K followers, [----] engagements

"Demand for land and labour is going to fall over the next [--] years. Demand for digital capital is going to explode. $BTC"
X Link 2025-08-30T13:33Z 13.5K followers, 17.8K engagements

"Equity of a Bitcoin Treasury Company will be valued at a premium to book value if the existing leverage on the balance sheet results in Return on Equity (ROE) BTC Return on Assets (ROA) even if one assumes no future financings or BTC accumulation"
X Link 2025-09-04T12:07Z 13.6K followers, 16K engagements

"Where to $BTC"
X Link 2025-09-04T23:02Z 13.5K followers, [----] engagements

"A high-growth company ideally wants - Growth Return on Capital Cost of Capital So that it can continuously raise capital and deploy it profitably"
X Link 2025-09-05T13:58Z 13.5K followers, [----] engagements

"One day in the not-so-distant future all bars on this chart will be orange. $BTC Our treasury ranks 5th vs all S&P [---] companies. https://t.co/fAcYgkJdbT Our treasury ranks 5th vs all S&P [---] companies. https://t.co/fAcYgkJdbT"
X Link 2025-09-09T17:33Z 13.7K followers, 21K engagements

"Imagine [------] companies building bitcoin treasuries. Imagine [------] companies issuing bitcoin-backed credit. Digital yield from digital credit backed by digital capital. https://t.co/2TSRPL7Iq2 Digital yield from digital credit backed by digital capital. https://t.co/2TSRPL7Iq2"
X Link 2025-09-12T15:41Z 13.8K followers, 40.2K engagements

"Touch grass. $BTC"
X Link 2025-09-13T18:03Z 13.6K followers, 11.6K engagements

"@buckethatbtc @saylor @Strategy @MicroStrategy @btcculturehub @btcdigitalconf @TimKotzman @ejuline Awesome pic Kyle"
X Link 2025-09-17T23:00Z 13.7K followers, [---] engagements

"BTC $ Gain 2024: $13.1 billion YTD 2025: $13.1 billion Strategy has acquired [---] BTC for $99.7 million at $117344 per bitcoin and has achieved BTC Yield of 26.0% YTD [----]. As of 9/21/2025 we hodl [------] $BTC acquired for $47.33 billion at $73971 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/rG5pvryeYL Strategy has acquired [---] BTC for $99.7 million at $117344 per bitcoin and has achieved BTC Yield of 26.0% YTD [----]. As of 9/21/2025 we hodl [------] $BTC acquired for $47.33 billion at $73971 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/rG5pvryeYL"
X Link 2025-09-22T12:44Z 13.8K followers, 26.6K engagements

"My panel discussion at the Bitcoin Treasuries Unconference in NYC last week on mNAV BTC KPIs and $MSTR ATM guidance. Grateful to share the stage with @BenWerkman and @Adrian_R_Morris. Thanks @TimKotzman @btcdigitalconf @21milstories for a fantastic event"
X Link 2025-09-22T21:42Z 13.9K followers, 28.8K engagements

"+196 Strategy has acquired [---] BTC for $22.1 million at $113048 per bitcoin. As of 9/28/2025 we hodl [------] $BTC acquired for $47.35 billion at $73983 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/NnmLONBsRK Strategy has acquired [---] BTC for $22.1 million at $113048 per bitcoin. As of 9/28/2025 we hodl [------] $BTC acquired for $47.35 billion at $73983 per bitcoin. $MSTR $STRC $STRK $STRF $STRD https://t.co/NnmLONBsRK"
X Link 2025-09-29T12:02Z 13.8K followers, 27K engagements

"BTC Price at an ATH of $125000 BTC Vol near an ATL of 39%"
X Link 2025-10-07T01:07Z 14.3K followers, 37.8K engagements

"Tax-deferred $BTC dividend with auto-reinvestment (DRIP). Stay humble and stack sats (per share). $MSTR https://t.co/DY8RRpiVBJ Stay humble and stack sats (per share). $MSTR https://t.co/DY8RRpiVBJ"
X Link 2025-10-08T14:17Z 14.4K followers, 28.2K engagements

"$MSTR [----] targets: 15% $BTC Yield. $10 billion $BTC Gain"
X Link 2025-02-09T04:44Z 15.5K followers, 29.6K engagements

"In [----] we are shifting our focus more into fixed income issuance designed to provide leverage that benefits our shareholders. Our long-term leverage target is 20% to 30% of our $BTC holding value. $MSTR Strategy Announces Proposed Private Offering of $2.0B of Convertible Senior Notes. $MSTR https://t.co/EBOMdLlgdq Strategy Announces Proposed Private Offering of $2.0B of Convertible Senior Notes. $MSTR https://t.co/EBOMdLlgdq"
X Link 2025-02-18T22:54Z 10.9K followers, 37.3K engagements

"We enhance native $BTC vol through an intelligent leverage strategy. $MSTR Conventional wisdom is to strip volatility from corporations. Strategy engineers volatility through intelligent leverage. Because Volatility is Vitality. $MSTR https://t.co/F2DGdlHGpJ Conventional wisdom is to strip volatility from corporations. Strategy engineers volatility through intelligent leverage. Because Volatility is Vitality. $MSTR https://t.co/F2DGdlHGpJ"
X Link 2025-02-21T20:08Z [----] followers, [----] engagements

"$STRF is the crown jewel of our preferred strategy. Designed to earn its place among the markets most pristine investment-grade fixed income securities"
X Link 2025-05-25T03:41Z 15.8K followers, 31K engagements

"$STRK - $1 billion market cap $30 million daily trading volume. Geared up to disrupt fixed income. ⚙"
X Link 2025-05-28T23:30Z 16.2K followers, 25.2K engagements

"3 in the top [--] largest prefs. $STRD $STRF $STRK Our $BTC-backed credit securities are disrupting the $300 trillion bond market. $STRD $STRF $STRK https://t.co/7xr8Rf4t7m Our $BTC-backed credit securities are disrupting the $300 trillion bond market. $STRD $STRF $STRK https://t.co/7xr8Rf4t7m"
X Link 2025-06-12T15:23Z 15.5K followers, 14K engagements

"Play around with assumptions and run your own $BTC Credit analysis at Feedback welcome 🙂 https://www.strategy.com/credit Brand-new Credit and STRD tabs are live on our website. Plug in your assumptions to model BTC Rating BTC Risk and BTC Credit across our fixed income instruments. https://t.co/NckvySGCXI https://www.strategy.com/credit Brand-new Credit and STRD tabs are live on our website. Plug in your assumptions to model BTC Rating BTC Risk and BTC Credit across our fixed income instruments. https://t.co/NckvySGCXI"
X Link 2025-06-17T12:33Z 15.5K followers, 30.5K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

creator/twitter::CJ_Bitcoin
/creator/twitter::CJ_Bitcoin