#  @ChrisMMillas Chris Millas No recent news or social posts mention Chris Millas. The provided tweets appear to discuss various stocks and companies, including $MSTR, $BTC, and Duolingo, but do not mention Chris Millas. Therefore, there is no information available to summarize. ### Engagements: [------] [#](/creator/twitter::2475911570/interactions)  - [--] Week [-------] -95% - [--] Month [----------] +198% - [--] Months [----------] +93% - [--] Year [-----------] +472% ### Mentions: [--] [#](/creator/twitter::2475911570/posts_active)  - [--] Week [--] -3.60% - [--] Month [---] +54% - [--] Months [---] +44% - [--] Year [-----] +194% ### Followers: [------] [#](/creator/twitter::2475911570/followers)  - [--] Week [------] +0.13% - [--] Month [------] +2.40% - [--] Months [------] +37% - [--] Year [------] +136% ### CreatorRank: [-------] [#](/creator/twitter::2475911570/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #2730 [stocks](/list/stocks) 49.57% [finance](/list/finance) 30.77% [technology brands](/list/technology-brands) 7.69% [social networks](/list/social-networks) 5.13% [celebrities](/list/celebrities) 0.85% [exchanges](/list/exchanges) 0.85% [countries](/list/countries) 0.85% **Social topic influence** [$mstr](/topic/$mstr) #28, [bitcoin](/topic/bitcoin) #1384, [company](/topic/company) 11.97%, [investment](/topic/investment) #1361, [$btc](/topic/$btc) #347, [$strc](/topic/$strc) #8, [the most](/topic/the-most) 7.69%, [if you](/topic/if-you) 7.69%, [the next](/topic/the-next) #1969, [youtube](/topic/youtube) 5.13% **Top accounts mentioned or mentioned by** [@z06z07](/creator/undefined) [@altols](/creator/undefined) [@bank__28](/creator/undefined) [@peterschiff](/creator/undefined) [@actuallyclimber](/creator/undefined) [@forbiddenyb](/creator/undefined) [@ithinkfori](/creator/undefined) [@losemypain](/creator/undefined) [@morpheus7447x](/creator/undefined) [@txmctrades](/creator/undefined) [@bank28](/creator/undefined) [@hillerydan](/creator/undefined) [@thepowerfulhrv](/creator/undefined) [@globalhodl](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@meliuzbitcoin](/creator/undefined) [@israelsalmen](/creator/undefined) [@diegokolling](/creator/undefined) [@matikwin](/creator/undefined) **Top assets mentioned** [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [UiPath, Inc. (PATH)](/topic/$path) [World Mobile Token (WMTX)](/topic/$wmtx) [The Smarter Web Co. (SWC.AQ)](/topic/the-smarter-web) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [Duolingo, Inc. (DUOL)](/topic/$duol) ### Top Social Posts Top posts by engagements in the last [--] hours "My revised Ultimate Investment Thesis Guide For Strategy ($MSTR) following the [----] Q4 Earnings Call is now LIVE. Includes: ✅ 1-Pager Summary 🧠 Mind Map 📖 Full Investment Thesis ⚡ Frequently Amplified Qualms (FAQ) ➕ And More View and download it for FREE here: Note: It reads better on desktop over mobile. http://bit.ly/48253HM http://bit.ly/48253HM" [X Link](https://x.com/ChrisMMillas/status/2021219849800700336) 2026-02-10T13:48Z 16.4K followers, [----] engagements "Incredible to see in real-time $STRC maintain par on a day that $BTC and $MSTR are down 2% and 3% respectively. This is the most important product in finance right now. Ignore the ignorant who expect a financial revolution to manifest within weeks or months instead of years or decades. $STRC has already proven product-market fit. The goal now is scale. Common sense tells you its going to take time to create the necessary awareness and education that will generate increasing demand. Nothing stops this train. The best is yet to come. https://twitter.com/i/web/status/2022021762771275809" [X Link](https://x.com/ChrisMMillas/status/2022021762771275809) 2026-02-12T18:55Z 16.4K followers, [----] engagements "A lot of you need a reality check and its partly not your fault. People that have been feeding you with hopium calling for daily God candles parabolic moves and [--] P/E this and [--] P/E that have totally f****d and distorted your short-term expectations. The market is not currently pricing Strategy on becoming a *Bitcoin Bank*. The market is currently pricing Strategy on generating a *Bitcoin Yield*. Bitcoin Yield comes with DIMINISHING RETURNS. If we assume that Strategy will acquire Saylors target of 1M BTC double current holdings then at a 2x mNAV it means the stock is trading exactly where" [X Link](https://x.com/anyuser/status/1887876618418340330) 2025-02-07T14:50Z 16.4K followers, 134.9K engagements "Outside of a Black Swan event Strategy will one day be the most valuable company on the planet. Bookmark this" [X Link](https://x.com/anyuser/status/1927414095252230216) 2025-05-27T17:18Z 16.4K followers, 3.1M engagements "Why Strategy is the McDonalds of digital real estate BUT not in the way most people think. Once you grasp this comparison it becomes clear that were witnessing the birth of a new financial empire built entirely on Bitcoin. YouTube: https://youtu.be/r1ReVhITRVY https://youtu.be/r1ReVhITRVY" [X Link](https://x.com/anyuser/status/1940011433279860800) 2025-07-01T11:35Z 16.4K followers, 65.3K engagements "Strategy is the McDonalds of digital real estate but not in the way most people think. Most people think that McDonalds built its global empire by selling FAST FOOD. The truth is that McDonalds isnt a fast food business. McDonalds is a REAL ESTATE business. McDonalds acquires prime PHYSICAL real estate land and monetises it by leasing it through franchisees. The capital that it generates is then used to acquire more real estate creating a flywheel effect. Now imagine doing the same thing but instead of acquiring physical real estate youre acquiring digital real estate. Thats what Strategy is" [X Link](https://x.com/anyuser/status/1942929582929371182) 2025-07-09T12:51Z 16.4K followers, 22.6K engagements "The question isnt Will Strategy outperform Bitcoin The question is Over what time horizon relative to your entry point Strategy is leveraged Bitcoin. The longer your time horizon the more likely it is to outperform Bitcoin. $MSTR" [X Link](https://x.com/anyuser/status/1965782892422062273) 2025-09-10T14:22Z 16.4K followers, [----] engagements "Making Sense Of Strategy What is happening with $MSTR If youve been following me on X for any meaningful length of time you will know that I have been attempting to calibrate peoples expectations of the stock's performance for the best part of [----]. Here I have synthesised all of my thoughts and distilled them into a single video. If you prefer YouTube you can watch it here: If you prefer written format continue reading. The first thing we need to understand is what Strategy is and why people invest in it. Strategy At the highest level Strategy is leveraged Bitcoin. Thats it. Strategy" [X Link](https://x.com/anyuser/status/1967949640319324207) 2025-09-16T13:52Z 16.4K followers, 60.1K engagements "If anyone ever asks you why Bitcoin is better than real estate show them this. $BTC is in a league of its own" [X Link](https://x.com/anyuser/status/1982417882714902743) 2025-10-26T12:03Z 16.4K followers, 199.6K engagements "Without getting too into the weeds the difference for Strategy between the last bear market and the next bear market is this. In the last bear market Strategy faced no interest-bearing debt and the principal on any bonds that remained unconverted wasnt due for [--] years. This meant that the stock price had no immediate direct impact to the operational integrity of the company. This cycle during a bear market Strategy does have interest-bearing debt that must be paid no matter what. This means that the price of the common stock has a direct impact on the companys capacity to service its debt." [X Link](https://x.com/anyuser/status/1987955240185016632) 2025-11-10T18:47Z 16.4K followers, 26.5K engagements "This is what happens when you lie about Strategy being margin called. The guilt eventually catches up with you. May you find what you are looking for my friend but only after you have repented and we get a written apology in nothing but perfect handwriting. It's time to find my way back to Christ again. It's time to find my way back to Christ again" [X Link](https://x.com/ChrisMMillas/status/2021977803001147782) 2026-02-12T16:00Z 16.4K followers, [----] engagements "Pay attention. There is no better time to build your conviction in $MSTR than RIGHT NOW. Fortunately for you Ive assembled a single document that contains EVERYTHING you need to know about the Strategy thesis. It includes: ✅ 1-Pager Summary 🧠 Mind Map 📖 Full Investment Thesis ⚡ Frequently Amplified Qualms (FAQ) 🔗 Curated Resource List ➕ And More View and download it for FREE here: http://bit.ly/48253HM http://bit.ly/48253HM" [X Link](https://x.com/ChrisMMillas/status/1894711532216254539) 2025-02-26T11:30Z 16.4K followers, 241.2K engagements "$BTC is the hurdle rate for saving. $MSTR is the hurdle rate for investing. $STRC is the hurdle rate for income" [X Link](https://x.com/ChrisMMillas/status/2014408006633419245) 2026-01-22T18:41Z 16.4K followers, 5.6M engagements "This is the current level of understanding around $MSTR. Effectively zero. There are the types of clowns youre competing against. If you want to know how early we are the evidence is right here. Ridiculously early" [X Link](https://x.com/ChrisMMillas/status/2017933112697618757) 2026-02-01T12:08Z 16.4K followers, 1.7M engagements "I have given my Ultimate Investment Thesis Guide For World Mobile ($WMTX) a complete overhaul over the last few weeks. If youre looking for a single source that contains everything you need to know about the World Mobile thesis this is it. Includes: ✅ 1-Pager Summary 🧠 Mind Map 📖 Full Investment Thesis ➕ And More View and download it for FREE here: Tip: For the best viewing experience use a desktop. https://bit.ly/3SprUqc https://bit.ly/3SprUqc" [X Link](https://x.com/ChrisMMillas/status/2019011645213663279) 2026-02-04T11:34Z 16.4K followers, [----] engagements "Michael Saylor smashing the $STRC ATM right now:" [X Link](https://x.com/ChrisMMillas/status/2021966782421156086) 2026-02-12T15:17Z 16.4K followers, 12.5K engagements "World Mobile is the most obvious non-obvious 5-year investment. We will come back to this in 2030" [X Link](https://x.com/ChrisMMillas/status/2022277226939437413) 2026-02-13T11:50Z 16.4K followers, [----] engagements "Someone recently asked me at what point does the thesis change on $MSTR that would compel me to either reevaluate or acknowledge I am wrong. This is a good and fair question and one every investor should be prepared to answer about any investment. And the answer is simple: If I dont continue seeing a meaningful increase in Bitcoin Per Share over the next 5+ years which for me would be at minimum 50%. As most of you will know by now I am completely unattached from my investments and have no problem pivoting when necessary. I would sell $MSTR tomorrow if I felt it was necessary. But nothing has" [X Link](https://x.com/ChrisMMillas/status/2022298174262530153) 2026-02-13T13:13Z 16.4K followers, [----] engagements "The true test for $MSTR comes when we go through a real bear market at the trough of the global liquidity cycle. If it survives that it validates the new business model strengthens market confidence and likely drives mNAV expansion as a byproduct" [X Link](https://x.com/ChrisMMillas/status/2022323089384587689) 2026-02-13T14:52Z 16.4K followers, [----] engagements "My biggest investment mistake in [----]. YouTube: https://youtu.be/0EY12Ded0SU https://youtu.be/0EY12Ded0SU" [X Link](https://x.com/ChrisMMillas/status/2005324604018217080) 2025-12-28T17:06Z 16.3K followers, [----] engagements "Weekly ATM proceeds. $STRF: $0M $STRK: $0M $STRD: $0M $STRC: $7M $MSTR: $257M Strategy has acquired [----] BTC for $264.1 million at $90061 per bitcoin. As of 1/25/2026 we hodl [------] $BTC acquired for $54.19 billion at $76037 per bitcoin. $MSTR $STRC https://t.co/RooLfEvniX Strategy has acquired [----] BTC for $264.1 million at $90061 per bitcoin. As of 1/25/2026 we hodl [------] $BTC acquired for $54.19 billion at $76037 per bitcoin. $MSTR $STRC https://t.co/RooLfEvniX" [X Link](https://x.com/ChrisMMillas/status/2015772977430704332) 2026-01-26T13:05Z 16.4K followers, [----] engagements "The Strategy ($MSTR) business model in one image. When visualised like this its a thing of beauty" [X Link](https://x.com/ChrisMMillas/status/2016161639456821442) 2026-01-27T14:49Z 16.3K followers, 37.9K engagements "Yesterday I increased my $PATH position. I now own [-----] shares at an average price of $16.12. My conviction has literally never been stronger. I truly believe [----] is going to be an inflection point for UiPath" [X Link](https://x.com/ChrisMMillas/status/2016498959355658750) 2026-01-28T13:09Z 16.3K followers, 29.7K engagements "Oh my. World Mobiles time is coming. You are not bullish enough" [X Link](https://x.com/ChrisMMillas/status/2016653654493720858) 2026-01-28T23:24Z 16.3K followers, [----] engagements "Look babe Strategy just hit a new 52-week low" [X Link](https://x.com/ChrisMMillas/status/2016889957244150017) 2026-01-29T15:03Z 16.3K followers, 9.4M engagements "$MSTR shareholders experienced a 90% drop to $14 between [----] and [----]. You have no idea how battle-tested we are. This is nothing" [X Link](https://x.com/ChrisMMillas/status/2016939166274146684) 2026-01-29T18:19Z 16.3K followers, 3.1M engagements "You have some explaining to do @PeterSchiff. Keep the same energy" [X Link](https://x.com/ChrisMMillas/status/2017296206003601589) 2026-01-30T17:57Z 16.3K followers, 97.8K engagements "You just know that $MSTR bears were hoping to find some dirt on Michael Saylor in the Epstein files. And all they got was literally I have a yacht I am taking to Cannes. Bullish. Michael Saylor got cooked by Epsteins publicist Peggy Siegel who basically said Hes so creepy I dont even know if I can take his money I dont even know how to blackmail him he has no personality and doesnt understand social behavior. Michael Saylor was saved by his https://t.co/kE535vpkxW Michael Saylor got cooked by Epsteins publicist Peggy Siegel who basically said Hes so creepy I dont even know if I can take his" [X Link](https://x.com/ChrisMMillas/status/2017716664675049934) 2026-01-31T21:48Z 16.3K followers, 2.5M engagements "For the first time since adopting Bitcoin in [----] Strategy has recorded [--] consecutive months of negative returns. $MSTR" [X Link](https://x.com/ChrisMMillas/status/2018288964466065515) 2026-02-02T11:42Z 16.4K followers, [----] engagements "UiPath is NOT the same company it was in [----]. Dont take it from me. Take it from the CFO & COO Ashim Gupta when speaking at the [----] Barclays 23rd Annual Global Technology Conference: we're not the same company as [--] or [--] years ago. Not just product-wise but execution-wise and you can start seeing that in the metrics as they begin to inflect. $PATH is at an inflection point. https://twitter.com/i/web/status/2018360703007248888 https://twitter.com/i/web/status/2018360703007248888" [X Link](https://x.com/ChrisMMillas/status/2018360703007248888) 2026-02-02T16:27Z 16.3K followers, [----] engagements "My folder containing posts of people FUDing $MSTR with lies/nonsense is filling nicely. We will come back to this periodically to expose those guilty" [X Link](https://x.com/ChrisMMillas/status/2018384658652672312) 2026-02-02T18:02Z 16.4K followers, 14.7K engagements "Duolingos Return On Invested Capital has been trending upwards over the last [--] years. $DUOL" [X Link](https://x.com/ChrisMMillas/status/2018684364243055038) 2026-02-03T13:53Z 16.3K followers, [----] engagements "A summary of my thoughts on Thursdays $MSTR [----] Q4 earnings call: [--]. This call had a totally different energy and tone to previous calls. Much more relaxed. No bells and whistles. It didnt feel like Saylor and co were attempting to manufacture hype like certain past quarters. The focus was on just clear information straight answers and directly addressing investor confusion and concerns. How it should be. [--]. Saylor explicitly stated that he doesnt intend on continuing to tap the common ATM when trading at a low mNAV. Recent issuance was framed as improving creditworthiness. Good news. 3." [X Link](https://x.com/ChrisMMillas/status/2019743578822447582) 2026-02-06T12:02Z 16.4K followers, 24.3K engagements "It was fascinating to see that the [--] scenarios Phong laid out for Strategys projected increase in Bitcoin Per Share over the next [--] years were 40% 100% and 150%. That maps almost perfectly with my own bear (50%) base (100%) and bull (150%) case projections as per the quoted video below where I unpack my valuation model. This effectively validates my framework and tells me Im on the right track. Signal. Strategy is on course to become the most valuable company in the world. In this video I unpack my valuation model and give my long-term $MSTR price predictions. YouTube: https://t.co/joqb94XPpi" [X Link](https://x.com/ChrisMMillas/status/2019769572967014527) 2026-02-06T13:46Z 16.3K followers, [----] engagements "My friends I think the market liked yesterdays earnings call. The T is very high. $MSTR" [X Link](https://x.com/ChrisMMillas/status/2019879533479141566) 2026-02-06T21:03Z 16.4K followers, [----] engagements "Most dont understand this yet its one of the most important ideas to grasp. The Bitcoin supply is fixed. Theoretically the maximum amount of Bitcoin you can own is 21M. That means that Bitcoin Yield comes with diminishing returns because each additional Bitcoin contributes less to Bitcoin Per Share. That means you only get one chance to generate Bitcoin Yield with every Bitcoin purchase. So you want to maximise the ROI of every Bitcoin purchased. Every Bitcoin purchased below maximum accretion levels is a permanently sub-optimal allocation of capital. This is why the focus for Strategy now" [X Link](https://x.com/ChrisMMillas/status/2020111166123475407) 2026-02-07T12:23Z 16.3K followers, [----] engagements "As an investor if youre not willing to be literally the only person on earth that believes in your thesis then the game is not for you because there are going to be periods when it feels like you are the only person on earth that believes in your thesis" [X Link](https://x.com/ChrisMMillas/status/2020144340543128000) 2026-02-07T14:35Z 16.4K followers, [----] engagements "@TXMCtrades Substitute cash flows for Bitcoin's ARR and you're halfway to understanding the business model. You don't have to like it but it's really not that difficult" [X Link](https://x.com/ChrisMMillas/status/2020146001957277696) 2026-02-07T14:41Z 16.3K followers, [----] engagements "Im writing this so I can use it as a reference in future. Theres a reason why my bio says Temporary notes to Self. Everyone uses X for different purposes. I use it to do [--] of [--] things: [--]. Document ideas. [--]. Process ideas. [--]. Crystallise my understanding of ideas. [--]. Internalise ideas. [--]. Reference ideas (like this one). Over time I constantly scroll back through my feed to re-anchor myself to those ideas. But digging through thousands of posts every time would be a nightmare. So once theyve served their purpose I delete them regardless of how much engagement they get. This has always been the" [X Link](https://x.com/ChrisMMillas/status/2020175901611143409) 2026-02-07T16:40Z 16.3K followers, [----] engagements "Im genuinely speechless. Andy is the perfect example of the type of people telling you to trade in and out of $MSTR so they can make 1% returns on a day the stock moved 26%. You couldnt write this stuff. Out $MSTR [------] Out $MSTR 108.10" [X Link](https://x.com/ChrisMMillas/status/2020463970776232053) 2026-02-08T11:45Z 16.4K followers, 11.1K engagements "If anyone ever asks you why Bitcoin is better than Gold show them this. $BTC is in a league of its own" [X Link](https://x.com/ChrisMMillas/status/2020495579936338107) 2026-02-08T13:50Z 16.4K followers, [----] engagements "Weekly ATM proceeds. $STRF: $0M $STRK: $0M $STRD: $0M $STRC: $0M $MSTR: $89.5M Strategy has acquired [----] BTC for $90.0 million at $78815 per bitcoin. As of 2/8/2026 we hodl [------] $BTC acquired for $54.35 billion at $76056 per bitcoin. $MSTR $STRC https://t.co/4X2c81LQwm Strategy has acquired [----] BTC for $90.0 million at $78815 per bitcoin. As of 2/8/2026 we hodl [------] $BTC acquired for $54.35 billion at $76056 per bitcoin. $MSTR $STRC https://t.co/4X2c81LQwm" [X Link](https://x.com/ChrisMMillas/status/2020846848139743601) 2026-02-09T13:06Z 16.4K followers, [----] engagements "Any Bitcoiners that criticise the timing of Strategys Bitcoin purchases are actually just exposing their own weak conviction because if you truly believe in Bitcoin then there is never a bad time to buy it" [X Link](https://x.com/ChrisMMillas/status/2020891898320195712) 2026-02-09T16:05Z 16.4K followers, [----] engagements "@Bank__28 Of course. Thats why youre a billionaire who spends most of his time trolling people on X. loool" [X Link](https://x.com/ChrisMMillas/status/2020894824673489344) 2026-02-09T16:17Z 16.3K followers, [--] engagements "@hillery_dan 🎯 Financial Mining Physical Mining" [X Link](https://x.com/ChrisMMillas/status/2020934291665174547) 2026-02-09T18:54Z 16.3K followers, [---] engagements "Strategy is a Digital Treasury Company ($MSTR) built on Digital Credit ($STRC) built on Digital Capital ($BTC)" [X Link](https://x.com/ChrisMMillas/status/2021197466998276575) 2026-02-10T12:20Z 16.4K followers, [----] engagements "If its not clear to you that UiPath are focused on revenue growth heres a quote from CFO & COO Ashim Gupta speaking at the [----] Barclays 23rd Annual Global Technology Conference: I want to be unequivocalwe are investing for growth. There is no doubt that should be there. I think the misnomer is that in order to invest for growth you have to not be profitable and that's not the case. [----] is an inflection point for $PATH. https://twitter.com/i/web/status/2021242442104643774 https://twitter.com/i/web/status/2021242442104643774" [X Link](https://x.com/ChrisMMillas/status/2021242442104643774) 2026-02-10T15:18Z 16.4K followers, [----] engagements "$MSTR is going to $1T+ whether the bears like it or not" [X Link](https://x.com/ChrisMMillas/status/2021260628808069530) 2026-02-10T16:31Z 16.4K followers, [----] engagements "@thepowerfulHRV They wont. Weve just had an effectively 50% drawdown and were still at the peak of the global liquidity cycle. https://x.com/chrismmillas/status/1851641954137727289s=46&t=Nzw5BXJVfcV41Ssv9BfDbg Trigger Warning: Not Your Dose Of Hopium A new narrative is emerging around how MicroStrategy could protect itself/Bitcoin from a bear market. This is overly-optimistic in my opinion. While I understand the reasoning at a basic level it ignores two things; investor psychology https://x.com/chrismmillas/status/1851641954137727289s=46&t=Nzw5BXJVfcV41Ssv9BfDbg Trigger Warning: Not Your" [X Link](https://x.com/ChrisMMillas/status/2021305523849617478) 2026-02-10T19:29Z 16.4K followers, [---] engagements "@Z06Z07 Respectively Grain I give 1% probability that any of these predictions come true. This model both overcomplicates the process and overestimates the numbers. I invite you to watch the video below. https://x.com/chrismmillas/status/2013625415747662226s=46&t=Nzw5BXJVfcV41Ssv9BfDbg Strategy is on course to become the most valuable company in the world. In this video I unpack my valuation model and give my long-term $MSTR price predictions. YouTube: https://t.co/joqb94XPpi https://t.co/Y0IGTvib6D https://x.com/chrismmillas/status/2013625415747662226s=46&t=Nzw5BXJVfcV41Ssv9BfDbg Strategy is" [X Link](https://x.com/ChrisMMillas/status/2021491087341486407) 2026-02-11T07:46Z 16.4K followers, [----] engagements "@ActuallyClimber @global_hodl Yep. Instigated by a Fourth Turning crisis" [X Link](https://x.com/ChrisMMillas/status/2021592645705867630) 2026-02-11T14:30Z 16.4K followers, [--] engagements "I think you may be misinterpreting the model Grain. We somewhat align on Bitcoin price 20/30% CAGR. My Bitcoin Yield projections (50% 100% and 150%) almost perfectly align with the [--] projections Strategy gave in the Q4 EC (mine were posted before) of 40% 100% and 150% for increase in BPS. My mNAV of [---] is conservative. What are your multiples" [X Link](https://x.com/ChrisMMillas/status/2021617885236330607) 2026-02-11T16:10Z 16.4K followers, [---] engagements "@altols @Z06Z07 🎯" [X Link](https://x.com/ChrisMMillas/status/2021619900339359927) 2026-02-11T16:18Z 16.4K followers, [---] engagements "@altols @Z06Z07 8-10% in the latter half of the [--] years or after" [X Link](https://x.com/ChrisMMillas/status/2021622103535948218) 2026-02-11T16:27Z 16.4K followers, [---] engagements "@altols @Z06Z07 I project that Strategy will hold 2.1M Bitcoin by the time they generate 100-150% Bitcoin Yield. At that point it becomes increasingly difficult to continue generating meaningful yield so anything after that I consider a bonus" [X Link](https://x.com/ChrisMMillas/status/2021627731252064484) 2026-02-11T16:49Z 16.4K followers, [---] engagements "A reminder that during the first [--] months of [----] between January and April both the Nasdaq [---] and S&P [---] fell 20% yet ended the year up +20% and +16% respectively. This too shall pass. The best is yet to come" [X Link](https://x.com/ChrisMMillas/status/2021649318986625213) 2026-02-11T18:15Z 16.4K followers, [----] engagements "@Z06Z07 @altols Is the Shares Outstanding column necessary Grain I ask because I account for that/share dilution in my Bitcoin Yield numbers" [X Link](https://x.com/ChrisMMillas/status/2021650666067046463) 2026-02-11T18:20Z 16.4K followers, [---] engagements "Apparently AI is going to kill Duolingo yet $DUOL has more than TRIPLED its DAUs since the launch of ChatGPT in November 2022" [X Link](https://x.com/ChrisMMillas/status/2021668333159166387) 2026-02-11T19:31Z 16.4K followers, [----] engagements "$BTC down. $MSTR down. $STRC up. BIG" [X Link](https://x.com/ChrisMMillas/status/2021686104194208094) 2026-02-11T20:41Z 16.4K followers, [----] engagements "@TheBrilliantBu1 I invite you to read this with respect to $PATH. https://x.com/chrismmillas/status/1978492973428977966s=46&t=Nzw5BXJVfcV41Ssv9BfDbg My Ultimate Investment Thesis Guide For UiPath ($PATH) is now LIVE. Includes: 📕 Contents Page ✅ 1-Pager Summary 📖 Full Investment Thesis ➕ And More View and download it for FREE here: https://t.co/CHsLhalwpg https://t.co/fokcBtdh9v https://x.com/chrismmillas/status/1978492973428977966s=46&t=Nzw5BXJVfcV41Ssv9BfDbg My Ultimate Investment Thesis Guide For UiPath ($PATH) is now LIVE. Includes: 📕 Contents Page ✅ 1-Pager Summary 📖 Full Investment" [X Link](https://x.com/ChrisMMillas/status/2021695315355504701) 2026-02-11T21:18Z 16.4K followers, [---] engagements "@forbiddenyb @jakebrowatzke I hear you. "Being too early is the same as being wrong" depends on your time horizon. Jake has specifically stated he has a 5+ year time horizon" [X Link](https://x.com/ChrisMMillas/status/2021700501360824536) 2026-02-11T21:38Z 16.4K followers, [--] engagements "Outside of a Black Swan event there is no world where Bitcoin succeeds and Strategy doesnt. The two are synonymous. This is such a basic inference that strangely a lot of people cant grasp" [X Link](https://x.com/ChrisMMillas/status/2021932260942123214) 2026-02-12T12:59Z 16.4K followers, [----] engagements "Heres why the general-purpose AI kills UiPath threat is overblown. Yes models like Anthropics Claude can be useful for broad lightweight automation. But the moment you shift into mission-critical workflows governance security and compliance are absolutely non-negotiable. This is where $PATH wins. UiPath has been building trust in enterprise environments for over a decade with the guardrails already embedded. For highly regulated industries like finance or healthcare where mistakes arent just costly but can break operations trigger regulatory breaches and create legal exposure UiPaths domain" [X Link](https://x.com/ChrisMMillas/status/2021952478204309812) 2026-02-12T14:20Z 16.4K followers, [----] engagements "Saylor is a genius. In the Q3 [----] earnings call he made a subtle point by stating: If you own Strategy you are my partner. You and I are in this together. Now why would he say that Ill tell you exactly why. In the first episode of his series with Robert Breedlove Saylor tells an anecdotal story (see video) about when he learned why the Navy treats each and every crew member like equals so that they feel respected and will lay down and die for you. If we extrapolate this to Strategy its clear that Saylor wants each and every shareholder to feel like they are genuine owners of the company" [X Link](https://x.com/anyuser/status/1897998176784687381) 2025-03-07T13:10Z 16.4K followers, 47.3K engagements "The head of Bitcoin Strategy for a publicly traded company recently DMd me to say that his team have been using this document as a reference. If you havent already I invite you to go through and read it. Pay attention. There is no better time to build your conviction in $MSTR than RIGHT NOW. Fortunately for you Ive assembled a single document that contains EVERYTHING you need to know about the Strategy thesis. It includes: ✅ 1-Pager Summary 🧠 Mind Map 📖 Full Investment https://t.co/FmrDLqMz5W Pay attention. There is no better time to build your conviction in $MSTR than RIGHT NOW." [X Link](https://x.com/anyuser/status/1907428543727874507) 2025-04-02T13:42Z 16.4K followers, 181.5K engagements "So my Strategy Ultimate Investment Thesis has now been picked up by Yahoo Finance. Were slowly winning them over folks. Nothing stops this train" [X Link](https://x.com/anyuser/status/1932408254581125350) 2025-06-10T12:03Z 16.4K followers, 28.6K engagements "Why is it taking so long for people to grasp Strategy In episode [--] of the Saylor Series with Robert Breedlove in absolute trademark fashion Saylor explains the reason for people misunderstanding Bitcoin. & the explanation holds true for Strategy. Must-watch" [X Link](https://x.com/anyuser/status/1935683570955173999) 2025-06-19T12:58Z 16.4K followers, 25.8K engagements "Strategy now satisfies all S&P [---] inclusion criteria. $MSTR" [X Link](https://x.com/anyuser/status/1939978212085240070) 2025-07-01T09:23Z 16.4K followers, 2.3M engagements "The market is waking up to what Ive been warning people about for months. Generally speaking and I emphasise the word generally because there are nuances: [--]. mNAV is a reflection of the market's expectation of future Bitcoin Yield plus the growth of the underlying operating business if its not a Bitcoin pure play (BPP). [--]. All discrepancies in valuations around Bitcoin Treasury Companies (PPs) are ultimately discrepancies in future Bitcoin Yield expectations. [--]. Bitcoin Yield comes with diminishing returns since each additional Bitcoin contributes less to Bitcoin Per Share. [--]. Framing Bitcoin" [X Link](https://x.com/anyuser/status/1941836491623194876) 2025-07-06T12:27Z 16.4K followers, 62.1K engagements "Strategy is engineering a financial revolution. Heres how its building a Bitcoin-backed empire that is uniquely positioning it to dominate the fixed income market for decades to come. YouTube: https://youtu.be/vZuIG-igYEU https://youtu.be/vZuIG-igYEU" [X Link](https://x.com/anyuser/status/1945107805192569056) 2025-07-15T13:06Z 16.4K followers, 2.8M engagements "It is absolutely wild to me that the U.S. is printing money out of thin air and debasing the dollar by 8% a year and yet 99% of people have literally ZERO idea its happening" [X Link](https://x.com/anyuser/status/1986106213466087828) 2025-11-05T16:19Z 16.4K followers, 459.4K engagements "Nothing has changed. My framework remains the same. I remain bullish for [----]. I iterated the same message when we saw markets tank and people panicking around the same time in [----] because of tariffs and we all know what happened after that. I expect a similar dynamic this year. And absolute worst case scenario if things dont unfold how I anticipate this year then I will have no problem acknowledging I was wrong and I will wait for markets to recover. No biggie. Thats investing. Long-game. This too shall pass. Regardless prices dont determine my conviction. Fundamentals do. If youre" [X Link](https://x.com/ChrisMMillas/status/2019487658435834152) 2026-02-05T19:05Z 16.4K followers, [----] engagements "The majority of people focus on Bitcoins downside volatility but completely forget that it works exactly the same to the upside. Bitcoin will move back up just as quickly as it moved down. ATHs by the end of [----]. Easy" [X Link](https://x.com/ChrisMMillas/status/2019817743944655126) 2026-02-06T16:57Z 16.4K followers, [----] engagements "Strategy is a Bitcoin refinery that converts raw Bitcoin into securitised financial products deliberately engineered to appeal to different pools of investors based on their volatility risk and return goals. $MSTR" [X Link](https://x.com/anyuser/status/1960285852208075102) 2025-08-26T10:19Z 16.4K followers, 605.9K engagements "I expect $MSTR to outperform Bitcoin by between 50-150% over the next 10+ years" [X Link](https://x.com/ChrisMMillas/status/2001263082040144213) 2025-12-17T12:07Z 16.4K followers, 2.1M engagements "$BTC is for saving. $MSTR is for investing. $STRC is for earning" [X Link](https://x.com/ChrisMMillas/status/2012198984849215989) 2026-01-16T16:23Z 16.4K followers, 6.5M engagements "The entire Strategy thesis can now be distilled down to [--] variables: [--]. The success of $BTC. [--]. The success of $STRC. Everything else is noise" [X Link](https://x.com/ChrisMMillas/status/2021573152887763041) 2026-02-11T13:12Z 16.4K followers, [----] engagements "I am convinced that 95% of investors on X blindly believe whatever bear narratives are permeating the platform at any given time. Bitcoin has no intrinsic value. Strategy is a Ponzi. Duolingo is just a language-learning app. UiPath is going to be made obsolete by Claude. All of these narratives have zero credibility. If you actually want to make money you have to be willing to invest the time and energy to do the work yourself instead of outsourcing your thinking to timelines and headlines. https://twitter.com/i/web/status/2022688567328194835" [X Link](https://x.com/ChrisMMillas/status/2022688567328194835) 2026-02-14T15:05Z 16.4K followers, [----] engagements "Saylor addresses key-man risk concerns the same way he addresses everything else like a boss. $MSTR" [X Link](https://x.com/ChrisMMillas/status/1846981577609224619) 2024-10-17T18:28Z 16.4K followers, 32.4K engagements "MicroStrategy is a $1T company trading at $50B. You do the math" [X Link](https://x.com/anyuser/status/1851183366885834914) 2024-10-29T08:44Z 16.4K followers, 40.5K engagements "$MSTR is a $5T company trading at $50B" [X Link](https://x.com/ChrisMMillas/status/1853826348004835685) 2024-11-05T15:46Z 16.4K followers, 32.5K engagements "As requested. Ive created a group for High T MicroStrategy ($MSTR) investors. Its explicitly for those with high conviction and low time preference. If you fall outside of these parameters you will respectfully be removed. https://x.com/i/communities/1873795169054597544 https://x.com/i/communities/1873795169054597544" [X Link](https://x.com/ChrisMMillas/status/1873817699840897126) 2024-12-30T19:45Z 16.4K followers, 101K engagements "A Michael Saylor biography is not priced in. $MSTR" [X Link](https://x.com/ChrisMMillas/status/1880211872332595460) 2025-01-17T11:13Z 16.4K followers, 176.1K engagements "Introducing High T Strategy + logo. New name. New logo. Same High T. $MSTR" [X Link](https://x.com/ChrisMMillas/status/1887458346309198129) 2025-02-06T11:08Z 16.4K followers, 49.1K engagements "Metaplanet is a $3T company trading at $3B" [X Link](https://x.com/anyuser/status/1924747257234047425) 2025-05-20T08:41Z 16.4K followers, 19.4K engagements "Theres a VERY strong chance that Strategy might be the ONLY public corporate company to ever reach [--] Nakamoto. This is NOT priced in" [X Link](https://x.com/anyuser/status/1934608348277813248) 2025-06-16T13:45Z 16.4K followers, 26.2K engagements "Ive been sitting on this for a while but delighted to announce that I have accepted a role to advise @MeliuzBitcoin on their Bitcoin Strategy. Mliuz is a fintech company that boasts over [--] million users and the first Bitcoin Treasury Company in Brazil with a current stack of [---] BTC. I look forward to helping @IsraelSalmen @diegokolling and the rest of the Mliuz team to execute their Bitcoin Strategy as effectively as possible in service of their shareholders. The best is yet to come" [X Link](https://x.com/anyuser/status/1942152860978057523) 2025-07-07T09:25Z 16.4K followers, 24.7K engagements "The Smarter Web Company is a $1T company trading at $1B" [X Link](https://x.com/anyuser/status/1944670102298988677) 2025-07-14T08:07Z 16.4K followers, 18.1K engagements "Strategy credit instruments are longer duration more collateralised more liquid less risk higher return and better performing than legacy credit instruments. $MSTR" [X Link](https://x.com/ChrisMMillas/status/1970809328535011687) 2025-09-24T11:15Z 16.4K followers, 11.9K engagements "Yesterday I exited my position in The Smarter Web Company. I like both Andrew and Jesse and have no doubt that the recent deals theyve executed represent the best terms available to them but that is exactly the point. If these are the best terms you can secure in a bull market when Bitcoin is hitting new ATHs what does that say about the business model and the leverage you have The most recent raise was the nail in the coffin. It was a clever piece of optics that made it look like SWC was raising capital at a premium yet in reality it will likely prove no different from issuing equity at a" [X Link](https://x.com/ChrisMMillas/status/1978000391829598327) 2025-10-14T07:30Z 16.4K followers, 20.3K engagements "If you havent been shaken out by the recent volatility youre going to be rewarded extremely well over the next 3-6 months" [X Link](https://x.com/anyuser/status/1986033808357892397) 2025-11-05T11:32Z 16.4K followers, 14.3K engagements "Last night I exited my small position in Metaplanet for no other reason than to free up some cash and simplify my portfolio going into [----]. For the record outside of Strategy it is one of the only BTC-TC I am bullish on long-term as things stand" [X Link](https://x.com/ChrisMMillas/status/1999388358422695974) 2025-12-12T07:58Z 16.4K followers, [----] engagements "The future richest man in the world. Do you understand" [X Link](https://x.com/anyuser/status/1840779791617671276) 2024-09-30T15:44Z 16.4K followers, 72K engagements "Michael Saylor is going to be the only person in history to open-source and literally spoon feed his entire playbook to the entire world and yet still end up owning a monopoly" [X Link](https://x.com/anyuser/status/1856776227526173175) 2024-11-13T19:08Z 16.4K followers, 44.7K engagements "To uncover investment opportunities you need to identify assets that are misunderstood. The size of the opportunity is in direct proportion to the degree that an asset is misunderstood. Both Bitcoin and MicroStrategy are two of the *most* misunderstood assets in the world right now. The markets ignorance is your opportunity" [X Link](https://x.com/anyuser/status/1857152169599799452) 2024-11-14T20:02Z 16.4K followers, 27.4K engagements "World Mobile is a $20B company trading at $200M. $WMTX" [X Link](https://x.com/anyuser/status/1857750288033013960) 2024-11-16T11:39Z 16.4K followers, [----] engagements "MicroStrategy is a $10T company trading at $100B" [X Link](https://x.com/anyuser/status/1859239612889120804) 2024-11-20T14:17Z 16.4K followers, 62.1K engagements "My bear case is MicroStrategy acquires 1M Bitcoin. My base case is MicroStrategy acquires 1.5M Bitcoin. My bull case is MicroStrategy acquires 2M Bitcoin" [X Link](https://x.com/anyuser/status/1862452074421600696) 2024-11-29T11:02Z 16.4K followers, 28.2K engagements "Unpopular Opinion: One of the reasons why Saylor is so keen to share his playbook is because he knows that theres a point at which the amount of Bitcoin MicroStrategy holds becomes bad optics. The problem is that 99% of people are either too ignorant too dumb or too slow to listen to him. Note: The question of whether you think its possible for one entity to own too much Bitcoin can be settled very easily by taking it to the extreme. Would you be comfortable with MicroStrategy owning 100% of the Bitcoin supply If your answer is yes then I respect your opinion and this post isnt for you. If" [X Link](https://x.com/anyuser/status/1862817686654267596) 2024-11-30T11:15Z 16.4K followers, 27.4K engagements "The Saylor key-man risk is overstated in my opinion for [--] main reasons. [--]. The beauty of the Bitcoin strategy is that paradoxically its so simple that almost anyone can execute it. [--]. Most of the heavy lifting has already been done. MicroStrategy has for all intents and purposes secured monopoly status. [--]. Whoever replaces Saylor would be well aware that any deviations from the playbook he has laid out would not go down well with shareholders. Theyd be incentivised to follow Saylors lead to a T. Let me make it clear; I would prefer to have Saylor at the helm than not obviously but I do not" [X Link](https://x.com/anyuser/status/1864027006607753537) 2024-12-03T19:20Z 16.4K followers, 35K engagements "World Mobile is a $30B company trading at $300M. $WMTX" [X Link](https://x.com/anyuser/status/1867481423814570228) 2024-12-13T08:07Z 16.4K followers, [----] engagements "A new narrative is emerging around the idea that Saylor should attempt to time the market with his Bitcoin purchases. Heres why that is likely a BAD idea. [--]. Saylor has asymmetric information. This cant be overstated. In fact I could stop here. This reason alone is enough to end the argument. Unless youre privy to what Saylor knows youre making uninformed guesses while Saylor is making informed decisions. [--]. Youre playing with fire. Consider the alternative; Saylor attempts to time the market Bitcoin rips shareholders are worse off sentiment plunges and trust is destroyed. [--]. With the amount" [X Link](https://x.com/anyuser/status/1895122747392405693) 2025-02-27T14:44Z 16.4K followers, 26K engagements "People say that Saylor is always buying the top. In [--] years well look back and realise that Saylor was always buying the bottom" [X Link](https://x.com/anyuser/status/1904255068959801468) 2025-03-24T19:32Z 16.4K followers, [----] engagements "The craziest thing about the flood of all these new Bitcoin Treasury Companies entering the market is that LITERALLY 99.9% of the world has ZERO idea what is happening and yet it is the BIGGEST thing to happen in finance EVER" [X Link](https://x.com/anyuser/status/1922387042043933183) 2025-05-13T20:22Z 16.4K followers, 217.6K engagements "Activity in the High T Strategy group has been ramping up recently. A reminder that the group is *strictly* for those with high conviction and low time preference. To maintain the integrity of the group we will continue to maintain a *zero tolerance* policy for content that does not meet this criteria. On that note its important that you report low t content so that we can remove it as quickly as possible. Naturally theres a degree of subjectivity involved. For content that is borderline we will lean towards removal. Salute. https://x.com/i/communities/1873795169054597544" [X Link](https://x.com/anyuser/status/1929262980908057052) 2025-06-01T19:45Z 16.4K followers, 12.3K engagements "The only $MSTR elevator pitch youll ever need" [X Link](https://x.com/anyuser/status/1930974126480523763) 2025-06-06T13:04Z 16.4K followers, [----] engagements "The Smarter Web Company will one day be the most valuable company in the UK" [X Link](https://x.com/anyuser/status/1941917886404010032) 2025-07-06T17:51Z 16.4K followers, 30.9K engagements "Im seeing lots of people make fancy projections for Bitcoin Treasury Companies over the next 6-24 months. None of them account for the next global liquidity downturn which will inevitably compress mNAVs and squeeze Bitcoin Yield. A reminder that last cycle Strategy traded at [--] mNAV. A lot of people who arent aware of the risks are going to get burnt and unfortunately its likely to be those who can least afford to be" [X Link](https://x.com/anyuser/status/1945837133022765553) 2025-07-17T13:24Z 16.4K followers, 37.3K engagements "This poem is about Josh Man The guy behind the 84K spell No doubt he has good intentions But good intentions are the pathway to hell His hatred for Michael Saylor Corrupts his critical thinking skills But that doesnt really matter When X engagement pays the bills His time is better spent elsewhere Perhaps on creating his own BTC-TC As the famous old saying goes Be the change you want to see Michael Saylor went to town Performance like a phony Depite pretending to be dressed The emperor wears just chonies Michael Saylor went to town Performance like a phony Depite pretending to be dressed The" [X Link](https://x.com/anyuser/status/1964650938263802227) 2025-09-07T11:24Z 16.4K followers, 51.7K engagements "The great thing about investing is that if you dont like a stock you dont have to buy it and if you do buy it and later decide that you dont like it then you can sell it and move on. Its a beautiful thing" [X Link](https://x.com/anyuser/status/1964766060726661438) 2025-09-07T19:01Z 16.4K followers, [----] engagements "I expect Metaplanet to materially outperform Strategy over the next [--] years" [X Link](https://x.com/anyuser/status/1983880528311816575) 2025-10-30T12:55Z 16.4K followers, 26.8K engagements "@matikwin Yearly average since 2008" [X Link](https://x.com/anyuser/status/1986118408988205078) 2025-11-05T17:08Z 16.4K followers, 19.1K engagements "@tylershoemakerx Because it'll solve their confusion of why the price of everything is constantly going up" [X Link](https://x.com/anyuser/status/1986124278647959890) 2025-11-05T17:31Z 16.4K followers, 16.2K engagements "The real test for $MSTR is still to come during the next bear market when Bitcoin drops 50-80%" [X Link](https://x.com/anyuser/status/1987906857881526315) 2025-11-10T15:35Z 16.4K followers, 17K engagements "If the last [--] months didnt shake you out the next [--] months will make you rich" [X Link](https://x.com/anyuser/status/1988605227667447829) 2025-11-12T13:50Z 16.4K followers, 18.5K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ChrisMMillas Chris MillasNo recent news or social posts mention Chris Millas. The provided tweets appear to discuss various stocks and companies, including $MSTR, $BTC, and Duolingo, but do not mention Chris Millas. Therefore, there is no information available to summarize.
Social category influence cryptocurrencies #2730 stocks 49.57% finance 30.77% technology brands 7.69% social networks 5.13% celebrities 0.85% exchanges 0.85% countries 0.85%
Social topic influence $mstr #28, bitcoin #1384, company 11.97%, investment #1361, $btc #347, $strc #8, the most 7.69%, if you 7.69%, the next #1969, youtube 5.13%
Top accounts mentioned or mentioned by @z06z07 @altols @bank__28 @peterschiff @actuallyclimber @forbiddenyb @ithinkfori @losemypain @morpheus7447x @txmctrades @bank28 @hillerydan @thepowerfulhrv @globalhodl @thebrilliantbu1 @jakebrowatzke @meliuzbitcoin @israelsalmen @diegokolling @matikwin
Top assets mentioned Strategy (MSTR) Bitcoin (BTC) UiPath, Inc. (PATH) World Mobile Token (WMTX) The Smarter Web Co. (SWC.AQ) Strategy Incorporated (STRF) Strike (STRK) Stride (STRD) Duolingo, Inc. (DUOL)
Top posts by engagements in the last [--] hours
"My revised Ultimate Investment Thesis Guide For Strategy ($MSTR) following the [----] Q4 Earnings Call is now LIVE. Includes: ✅ 1-Pager Summary 🧠 Mind Map 📖 Full Investment Thesis ⚡ Frequently Amplified Qualms (FAQ) ➕ And More View and download it for FREE here: Note: It reads better on desktop over mobile. http://bit.ly/48253HM http://bit.ly/48253HM"
X Link 2026-02-10T13:48Z 16.4K followers, [----] engagements
"Incredible to see in real-time $STRC maintain par on a day that $BTC and $MSTR are down 2% and 3% respectively. This is the most important product in finance right now. Ignore the ignorant who expect a financial revolution to manifest within weeks or months instead of years or decades. $STRC has already proven product-market fit. The goal now is scale. Common sense tells you its going to take time to create the necessary awareness and education that will generate increasing demand. Nothing stops this train. The best is yet to come. https://twitter.com/i/web/status/2022021762771275809"
X Link 2026-02-12T18:55Z 16.4K followers, [----] engagements
"A lot of you need a reality check and its partly not your fault. People that have been feeding you with hopium calling for daily God candles parabolic moves and [--] P/E this and [--] P/E that have totally f****d and distorted your short-term expectations. The market is not currently pricing Strategy on becoming a Bitcoin Bank. The market is currently pricing Strategy on generating a Bitcoin Yield. Bitcoin Yield comes with DIMINISHING RETURNS. If we assume that Strategy will acquire Saylors target of 1M BTC double current holdings then at a 2x mNAV it means the stock is trading exactly where"
X Link 2025-02-07T14:50Z 16.4K followers, 134.9K engagements
"Outside of a Black Swan event Strategy will one day be the most valuable company on the planet. Bookmark this"
X Link 2025-05-27T17:18Z 16.4K followers, 3.1M engagements
"Why Strategy is the McDonalds of digital real estate BUT not in the way most people think. Once you grasp this comparison it becomes clear that were witnessing the birth of a new financial empire built entirely on Bitcoin. YouTube: https://youtu.be/r1ReVhITRVY https://youtu.be/r1ReVhITRVY"
X Link 2025-07-01T11:35Z 16.4K followers, 65.3K engagements
"Strategy is the McDonalds of digital real estate but not in the way most people think. Most people think that McDonalds built its global empire by selling FAST FOOD. The truth is that McDonalds isnt a fast food business. McDonalds is a REAL ESTATE business. McDonalds acquires prime PHYSICAL real estate land and monetises it by leasing it through franchisees. The capital that it generates is then used to acquire more real estate creating a flywheel effect. Now imagine doing the same thing but instead of acquiring physical real estate youre acquiring digital real estate. Thats what Strategy is"
X Link 2025-07-09T12:51Z 16.4K followers, 22.6K engagements
"The question isnt Will Strategy outperform Bitcoin The question is Over what time horizon relative to your entry point Strategy is leveraged Bitcoin. The longer your time horizon the more likely it is to outperform Bitcoin. $MSTR"
X Link 2025-09-10T14:22Z 16.4K followers, [----] engagements
"Making Sense Of Strategy What is happening with $MSTR If youve been following me on X for any meaningful length of time you will know that I have been attempting to calibrate peoples expectations of the stock's performance for the best part of [----]. Here I have synthesised all of my thoughts and distilled them into a single video. If you prefer YouTube you can watch it here: If you prefer written format continue reading. The first thing we need to understand is what Strategy is and why people invest in it. Strategy At the highest level Strategy is leveraged Bitcoin. Thats it. Strategy"
X Link 2025-09-16T13:52Z 16.4K followers, 60.1K engagements
"If anyone ever asks you why Bitcoin is better than real estate show them this. $BTC is in a league of its own"
X Link 2025-10-26T12:03Z 16.4K followers, 199.6K engagements
"Without getting too into the weeds the difference for Strategy between the last bear market and the next bear market is this. In the last bear market Strategy faced no interest-bearing debt and the principal on any bonds that remained unconverted wasnt due for [--] years. This meant that the stock price had no immediate direct impact to the operational integrity of the company. This cycle during a bear market Strategy does have interest-bearing debt that must be paid no matter what. This means that the price of the common stock has a direct impact on the companys capacity to service its debt."
X Link 2025-11-10T18:47Z 16.4K followers, 26.5K engagements
"This is what happens when you lie about Strategy being margin called. The guilt eventually catches up with you. May you find what you are looking for my friend but only after you have repented and we get a written apology in nothing but perfect handwriting. It's time to find my way back to Christ again. It's time to find my way back to Christ again"
X Link 2026-02-12T16:00Z 16.4K followers, [----] engagements
"Pay attention. There is no better time to build your conviction in $MSTR than RIGHT NOW. Fortunately for you Ive assembled a single document that contains EVERYTHING you need to know about the Strategy thesis. It includes: ✅ 1-Pager Summary 🧠 Mind Map 📖 Full Investment Thesis ⚡ Frequently Amplified Qualms (FAQ) 🔗 Curated Resource List ➕ And More View and download it for FREE here: http://bit.ly/48253HM http://bit.ly/48253HM"
X Link 2025-02-26T11:30Z 16.4K followers, 241.2K engagements
"$BTC is the hurdle rate for saving. $MSTR is the hurdle rate for investing. $STRC is the hurdle rate for income"
X Link 2026-01-22T18:41Z 16.4K followers, 5.6M engagements
"This is the current level of understanding around $MSTR. Effectively zero. There are the types of clowns youre competing against. If you want to know how early we are the evidence is right here. Ridiculously early"
X Link 2026-02-01T12:08Z 16.4K followers, 1.7M engagements
"I have given my Ultimate Investment Thesis Guide For World Mobile ($WMTX) a complete overhaul over the last few weeks. If youre looking for a single source that contains everything you need to know about the World Mobile thesis this is it. Includes: ✅ 1-Pager Summary 🧠 Mind Map 📖 Full Investment Thesis ➕ And More View and download it for FREE here: Tip: For the best viewing experience use a desktop. https://bit.ly/3SprUqc https://bit.ly/3SprUqc"
X Link 2026-02-04T11:34Z 16.4K followers, [----] engagements
"Michael Saylor smashing the $STRC ATM right now:"
X Link 2026-02-12T15:17Z 16.4K followers, 12.5K engagements
"World Mobile is the most obvious non-obvious 5-year investment. We will come back to this in 2030"
X Link 2026-02-13T11:50Z 16.4K followers, [----] engagements
"Someone recently asked me at what point does the thesis change on $MSTR that would compel me to either reevaluate or acknowledge I am wrong. This is a good and fair question and one every investor should be prepared to answer about any investment. And the answer is simple: If I dont continue seeing a meaningful increase in Bitcoin Per Share over the next 5+ years which for me would be at minimum 50%. As most of you will know by now I am completely unattached from my investments and have no problem pivoting when necessary. I would sell $MSTR tomorrow if I felt it was necessary. But nothing has"
X Link 2026-02-13T13:13Z 16.4K followers, [----] engagements
"The true test for $MSTR comes when we go through a real bear market at the trough of the global liquidity cycle. If it survives that it validates the new business model strengthens market confidence and likely drives mNAV expansion as a byproduct"
X Link 2026-02-13T14:52Z 16.4K followers, [----] engagements
"My biggest investment mistake in [----]. YouTube: https://youtu.be/0EY12Ded0SU https://youtu.be/0EY12Ded0SU"
X Link 2025-12-28T17:06Z 16.3K followers, [----] engagements
"Weekly ATM proceeds. $STRF: $0M $STRK: $0M $STRD: $0M $STRC: $7M $MSTR: $257M Strategy has acquired [----] BTC for $264.1 million at $90061 per bitcoin. As of 1/25/2026 we hodl [------] $BTC acquired for $54.19 billion at $76037 per bitcoin. $MSTR $STRC https://t.co/RooLfEvniX Strategy has acquired [----] BTC for $264.1 million at $90061 per bitcoin. As of 1/25/2026 we hodl [------] $BTC acquired for $54.19 billion at $76037 per bitcoin. $MSTR $STRC https://t.co/RooLfEvniX"
X Link 2026-01-26T13:05Z 16.4K followers, [----] engagements
"The Strategy ($MSTR) business model in one image. When visualised like this its a thing of beauty"
X Link 2026-01-27T14:49Z 16.3K followers, 37.9K engagements
"Yesterday I increased my $PATH position. I now own [-----] shares at an average price of $16.12. My conviction has literally never been stronger. I truly believe [----] is going to be an inflection point for UiPath"
X Link 2026-01-28T13:09Z 16.3K followers, 29.7K engagements
"Oh my. World Mobiles time is coming. You are not bullish enough"
X Link 2026-01-28T23:24Z 16.3K followers, [----] engagements
"Look babe Strategy just hit a new 52-week low"
X Link 2026-01-29T15:03Z 16.3K followers, 9.4M engagements
"$MSTR shareholders experienced a 90% drop to $14 between [----] and [----]. You have no idea how battle-tested we are. This is nothing"
X Link 2026-01-29T18:19Z 16.3K followers, 3.1M engagements
"You have some explaining to do @PeterSchiff. Keep the same energy"
X Link 2026-01-30T17:57Z 16.3K followers, 97.8K engagements
"You just know that $MSTR bears were hoping to find some dirt on Michael Saylor in the Epstein files. And all they got was literally I have a yacht I am taking to Cannes. Bullish. Michael Saylor got cooked by Epsteins publicist Peggy Siegel who basically said Hes so creepy I dont even know if I can take his money I dont even know how to blackmail him he has no personality and doesnt understand social behavior. Michael Saylor was saved by his https://t.co/kE535vpkxW Michael Saylor got cooked by Epsteins publicist Peggy Siegel who basically said Hes so creepy I dont even know if I can take his"
X Link 2026-01-31T21:48Z 16.3K followers, 2.5M engagements
"For the first time since adopting Bitcoin in [----] Strategy has recorded [--] consecutive months of negative returns. $MSTR"
X Link 2026-02-02T11:42Z 16.4K followers, [----] engagements
"UiPath is NOT the same company it was in [----]. Dont take it from me. Take it from the CFO & COO Ashim Gupta when speaking at the [----] Barclays 23rd Annual Global Technology Conference: we're not the same company as [--] or [--] years ago. Not just product-wise but execution-wise and you can start seeing that in the metrics as they begin to inflect. $PATH is at an inflection point. https://twitter.com/i/web/status/2018360703007248888 https://twitter.com/i/web/status/2018360703007248888"
X Link 2026-02-02T16:27Z 16.3K followers, [----] engagements
"My folder containing posts of people FUDing $MSTR with lies/nonsense is filling nicely. We will come back to this periodically to expose those guilty"
X Link 2026-02-02T18:02Z 16.4K followers, 14.7K engagements
"Duolingos Return On Invested Capital has been trending upwards over the last [--] years. $DUOL"
X Link 2026-02-03T13:53Z 16.3K followers, [----] engagements
"A summary of my thoughts on Thursdays $MSTR [----] Q4 earnings call: [--]. This call had a totally different energy and tone to previous calls. Much more relaxed. No bells and whistles. It didnt feel like Saylor and co were attempting to manufacture hype like certain past quarters. The focus was on just clear information straight answers and directly addressing investor confusion and concerns. How it should be. [--]. Saylor explicitly stated that he doesnt intend on continuing to tap the common ATM when trading at a low mNAV. Recent issuance was framed as improving creditworthiness. Good news. 3."
X Link 2026-02-06T12:02Z 16.4K followers, 24.3K engagements
"It was fascinating to see that the [--] scenarios Phong laid out for Strategys projected increase in Bitcoin Per Share over the next [--] years were 40% 100% and 150%. That maps almost perfectly with my own bear (50%) base (100%) and bull (150%) case projections as per the quoted video below where I unpack my valuation model. This effectively validates my framework and tells me Im on the right track. Signal. Strategy is on course to become the most valuable company in the world. In this video I unpack my valuation model and give my long-term $MSTR price predictions. YouTube: https://t.co/joqb94XPpi"
X Link 2026-02-06T13:46Z 16.3K followers, [----] engagements
"My friends I think the market liked yesterdays earnings call. The T is very high. $MSTR"
X Link 2026-02-06T21:03Z 16.4K followers, [----] engagements
"Most dont understand this yet its one of the most important ideas to grasp. The Bitcoin supply is fixed. Theoretically the maximum amount of Bitcoin you can own is 21M. That means that Bitcoin Yield comes with diminishing returns because each additional Bitcoin contributes less to Bitcoin Per Share. That means you only get one chance to generate Bitcoin Yield with every Bitcoin purchase. So you want to maximise the ROI of every Bitcoin purchased. Every Bitcoin purchased below maximum accretion levels is a permanently sub-optimal allocation of capital. This is why the focus for Strategy now"
X Link 2026-02-07T12:23Z 16.3K followers, [----] engagements
"As an investor if youre not willing to be literally the only person on earth that believes in your thesis then the game is not for you because there are going to be periods when it feels like you are the only person on earth that believes in your thesis"
X Link 2026-02-07T14:35Z 16.4K followers, [----] engagements
"@TXMCtrades Substitute cash flows for Bitcoin's ARR and you're halfway to understanding the business model. You don't have to like it but it's really not that difficult"
X Link 2026-02-07T14:41Z 16.3K followers, [----] engagements
"Im writing this so I can use it as a reference in future. Theres a reason why my bio says Temporary notes to Self. Everyone uses X for different purposes. I use it to do [--] of [--] things: [--]. Document ideas. [--]. Process ideas. [--]. Crystallise my understanding of ideas. [--]. Internalise ideas. [--]. Reference ideas (like this one). Over time I constantly scroll back through my feed to re-anchor myself to those ideas. But digging through thousands of posts every time would be a nightmare. So once theyve served their purpose I delete them regardless of how much engagement they get. This has always been the"
X Link 2026-02-07T16:40Z 16.3K followers, [----] engagements
"Im genuinely speechless. Andy is the perfect example of the type of people telling you to trade in and out of $MSTR so they can make 1% returns on a day the stock moved 26%. You couldnt write this stuff. Out $MSTR [------] Out $MSTR 108.10"
X Link 2026-02-08T11:45Z 16.4K followers, 11.1K engagements
"If anyone ever asks you why Bitcoin is better than Gold show them this. $BTC is in a league of its own"
X Link 2026-02-08T13:50Z 16.4K followers, [----] engagements
"Weekly ATM proceeds. $STRF: $0M $STRK: $0M $STRD: $0M $STRC: $0M $MSTR: $89.5M Strategy has acquired [----] BTC for $90.0 million at $78815 per bitcoin. As of 2/8/2026 we hodl [------] $BTC acquired for $54.35 billion at $76056 per bitcoin. $MSTR $STRC https://t.co/4X2c81LQwm Strategy has acquired [----] BTC for $90.0 million at $78815 per bitcoin. As of 2/8/2026 we hodl [------] $BTC acquired for $54.35 billion at $76056 per bitcoin. $MSTR $STRC https://t.co/4X2c81LQwm"
X Link 2026-02-09T13:06Z 16.4K followers, [----] engagements
"Any Bitcoiners that criticise the timing of Strategys Bitcoin purchases are actually just exposing their own weak conviction because if you truly believe in Bitcoin then there is never a bad time to buy it"
X Link 2026-02-09T16:05Z 16.4K followers, [----] engagements
"@Bank__28 Of course. Thats why youre a billionaire who spends most of his time trolling people on X. loool"
X Link 2026-02-09T16:17Z 16.3K followers, [--] engagements
"@hillery_dan 🎯 Financial Mining Physical Mining"
X Link 2026-02-09T18:54Z 16.3K followers, [---] engagements
"Strategy is a Digital Treasury Company ($MSTR) built on Digital Credit ($STRC) built on Digital Capital ($BTC)"
X Link 2026-02-10T12:20Z 16.4K followers, [----] engagements
"If its not clear to you that UiPath are focused on revenue growth heres a quote from CFO & COO Ashim Gupta speaking at the [----] Barclays 23rd Annual Global Technology Conference: I want to be unequivocalwe are investing for growth. There is no doubt that should be there. I think the misnomer is that in order to invest for growth you have to not be profitable and that's not the case. [----] is an inflection point for $PATH. https://twitter.com/i/web/status/2021242442104643774 https://twitter.com/i/web/status/2021242442104643774"
X Link 2026-02-10T15:18Z 16.4K followers, [----] engagements
"$MSTR is going to $1T+ whether the bears like it or not"
X Link 2026-02-10T16:31Z 16.4K followers, [----] engagements
"@thepowerfulHRV They wont. Weve just had an effectively 50% drawdown and were still at the peak of the global liquidity cycle. https://x.com/chrismmillas/status/1851641954137727289s=46&t=Nzw5BXJVfcV41Ssv9BfDbg Trigger Warning: Not Your Dose Of Hopium A new narrative is emerging around how MicroStrategy could protect itself/Bitcoin from a bear market. This is overly-optimistic in my opinion. While I understand the reasoning at a basic level it ignores two things; investor psychology https://x.com/chrismmillas/status/1851641954137727289s=46&t=Nzw5BXJVfcV41Ssv9BfDbg Trigger Warning: Not Your"
X Link 2026-02-10T19:29Z 16.4K followers, [---] engagements
"@Z06Z07 Respectively Grain I give 1% probability that any of these predictions come true. This model both overcomplicates the process and overestimates the numbers. I invite you to watch the video below. https://x.com/chrismmillas/status/2013625415747662226s=46&t=Nzw5BXJVfcV41Ssv9BfDbg Strategy is on course to become the most valuable company in the world. In this video I unpack my valuation model and give my long-term $MSTR price predictions. YouTube: https://t.co/joqb94XPpi https://t.co/Y0IGTvib6D https://x.com/chrismmillas/status/2013625415747662226s=46&t=Nzw5BXJVfcV41Ssv9BfDbg Strategy is"
X Link 2026-02-11T07:46Z 16.4K followers, [----] engagements
"@ActuallyClimber @global_hodl Yep. Instigated by a Fourth Turning crisis"
X Link 2026-02-11T14:30Z 16.4K followers, [--] engagements
"I think you may be misinterpreting the model Grain. We somewhat align on Bitcoin price 20/30% CAGR. My Bitcoin Yield projections (50% 100% and 150%) almost perfectly align with the [--] projections Strategy gave in the Q4 EC (mine were posted before) of 40% 100% and 150% for increase in BPS. My mNAV of [---] is conservative. What are your multiples"
X Link 2026-02-11T16:10Z 16.4K followers, [---] engagements
"@altols @Z06Z07 🎯"
X Link 2026-02-11T16:18Z 16.4K followers, [---] engagements
"@altols @Z06Z07 8-10% in the latter half of the [--] years or after"
X Link 2026-02-11T16:27Z 16.4K followers, [---] engagements
"@altols @Z06Z07 I project that Strategy will hold 2.1M Bitcoin by the time they generate 100-150% Bitcoin Yield. At that point it becomes increasingly difficult to continue generating meaningful yield so anything after that I consider a bonus"
X Link 2026-02-11T16:49Z 16.4K followers, [---] engagements
"A reminder that during the first [--] months of [----] between January and April both the Nasdaq [---] and S&P [---] fell 20% yet ended the year up +20% and +16% respectively. This too shall pass. The best is yet to come"
X Link 2026-02-11T18:15Z 16.4K followers, [----] engagements
"@Z06Z07 @altols Is the Shares Outstanding column necessary Grain I ask because I account for that/share dilution in my Bitcoin Yield numbers"
X Link 2026-02-11T18:20Z 16.4K followers, [---] engagements
"Apparently AI is going to kill Duolingo yet $DUOL has more than TRIPLED its DAUs since the launch of ChatGPT in November 2022"
X Link 2026-02-11T19:31Z 16.4K followers, [----] engagements
"$BTC down. $MSTR down. $STRC up. BIG"
X Link 2026-02-11T20:41Z 16.4K followers, [----] engagements
"@TheBrilliantBu1 I invite you to read this with respect to $PATH. https://x.com/chrismmillas/status/1978492973428977966s=46&t=Nzw5BXJVfcV41Ssv9BfDbg My Ultimate Investment Thesis Guide For UiPath ($PATH) is now LIVE. Includes: 📕 Contents Page ✅ 1-Pager Summary 📖 Full Investment Thesis ➕ And More View and download it for FREE here: https://t.co/CHsLhalwpg https://t.co/fokcBtdh9v https://x.com/chrismmillas/status/1978492973428977966s=46&t=Nzw5BXJVfcV41Ssv9BfDbg My Ultimate Investment Thesis Guide For UiPath ($PATH) is now LIVE. Includes: 📕 Contents Page ✅ 1-Pager Summary 📖 Full Investment"
X Link 2026-02-11T21:18Z 16.4K followers, [---] engagements
"@forbiddenyb @jakebrowatzke I hear you. "Being too early is the same as being wrong" depends on your time horizon. Jake has specifically stated he has a 5+ year time horizon"
X Link 2026-02-11T21:38Z 16.4K followers, [--] engagements
"Outside of a Black Swan event there is no world where Bitcoin succeeds and Strategy doesnt. The two are synonymous. This is such a basic inference that strangely a lot of people cant grasp"
X Link 2026-02-12T12:59Z 16.4K followers, [----] engagements
"Heres why the general-purpose AI kills UiPath threat is overblown. Yes models like Anthropics Claude can be useful for broad lightweight automation. But the moment you shift into mission-critical workflows governance security and compliance are absolutely non-negotiable. This is where $PATH wins. UiPath has been building trust in enterprise environments for over a decade with the guardrails already embedded. For highly regulated industries like finance or healthcare where mistakes arent just costly but can break operations trigger regulatory breaches and create legal exposure UiPaths domain"
X Link 2026-02-12T14:20Z 16.4K followers, [----] engagements
"Saylor is a genius. In the Q3 [----] earnings call he made a subtle point by stating: If you own Strategy you are my partner. You and I are in this together. Now why would he say that Ill tell you exactly why. In the first episode of his series with Robert Breedlove Saylor tells an anecdotal story (see video) about when he learned why the Navy treats each and every crew member like equals so that they feel respected and will lay down and die for you. If we extrapolate this to Strategy its clear that Saylor wants each and every shareholder to feel like they are genuine owners of the company"
X Link 2025-03-07T13:10Z 16.4K followers, 47.3K engagements
"The head of Bitcoin Strategy for a publicly traded company recently DMd me to say that his team have been using this document as a reference. If you havent already I invite you to go through and read it. Pay attention. There is no better time to build your conviction in $MSTR than RIGHT NOW. Fortunately for you Ive assembled a single document that contains EVERYTHING you need to know about the Strategy thesis. It includes: ✅ 1-Pager Summary 🧠 Mind Map 📖 Full Investment https://t.co/FmrDLqMz5W Pay attention. There is no better time to build your conviction in $MSTR than RIGHT NOW."
X Link 2025-04-02T13:42Z 16.4K followers, 181.5K engagements
"So my Strategy Ultimate Investment Thesis has now been picked up by Yahoo Finance. Were slowly winning them over folks. Nothing stops this train"
X Link 2025-06-10T12:03Z 16.4K followers, 28.6K engagements
"Why is it taking so long for people to grasp Strategy In episode [--] of the Saylor Series with Robert Breedlove in absolute trademark fashion Saylor explains the reason for people misunderstanding Bitcoin. & the explanation holds true for Strategy. Must-watch"
X Link 2025-06-19T12:58Z 16.4K followers, 25.8K engagements
"Strategy now satisfies all S&P [---] inclusion criteria. $MSTR"
X Link 2025-07-01T09:23Z 16.4K followers, 2.3M engagements
"The market is waking up to what Ive been warning people about for months. Generally speaking and I emphasise the word generally because there are nuances: [--]. mNAV is a reflection of the market's expectation of future Bitcoin Yield plus the growth of the underlying operating business if its not a Bitcoin pure play (BPP). [--]. All discrepancies in valuations around Bitcoin Treasury Companies (PPs) are ultimately discrepancies in future Bitcoin Yield expectations. [--]. Bitcoin Yield comes with diminishing returns since each additional Bitcoin contributes less to Bitcoin Per Share. [--]. Framing Bitcoin"
X Link 2025-07-06T12:27Z 16.4K followers, 62.1K engagements
"Strategy is engineering a financial revolution. Heres how its building a Bitcoin-backed empire that is uniquely positioning it to dominate the fixed income market for decades to come. YouTube: https://youtu.be/vZuIG-igYEU https://youtu.be/vZuIG-igYEU"
X Link 2025-07-15T13:06Z 16.4K followers, 2.8M engagements
"It is absolutely wild to me that the U.S. is printing money out of thin air and debasing the dollar by 8% a year and yet 99% of people have literally ZERO idea its happening"
X Link 2025-11-05T16:19Z 16.4K followers, 459.4K engagements
"Nothing has changed. My framework remains the same. I remain bullish for [----]. I iterated the same message when we saw markets tank and people panicking around the same time in [----] because of tariffs and we all know what happened after that. I expect a similar dynamic this year. And absolute worst case scenario if things dont unfold how I anticipate this year then I will have no problem acknowledging I was wrong and I will wait for markets to recover. No biggie. Thats investing. Long-game. This too shall pass. Regardless prices dont determine my conviction. Fundamentals do. If youre"
X Link 2026-02-05T19:05Z 16.4K followers, [----] engagements
"The majority of people focus on Bitcoins downside volatility but completely forget that it works exactly the same to the upside. Bitcoin will move back up just as quickly as it moved down. ATHs by the end of [----]. Easy"
X Link 2026-02-06T16:57Z 16.4K followers, [----] engagements
"Strategy is a Bitcoin refinery that converts raw Bitcoin into securitised financial products deliberately engineered to appeal to different pools of investors based on their volatility risk and return goals. $MSTR"
X Link 2025-08-26T10:19Z 16.4K followers, 605.9K engagements
"I expect $MSTR to outperform Bitcoin by between 50-150% over the next 10+ years"
X Link 2025-12-17T12:07Z 16.4K followers, 2.1M engagements
"$BTC is for saving. $MSTR is for investing. $STRC is for earning"
X Link 2026-01-16T16:23Z 16.4K followers, 6.5M engagements
"The entire Strategy thesis can now be distilled down to [--] variables: [--]. The success of $BTC. [--]. The success of $STRC. Everything else is noise"
X Link 2026-02-11T13:12Z 16.4K followers, [----] engagements
"I am convinced that 95% of investors on X blindly believe whatever bear narratives are permeating the platform at any given time. Bitcoin has no intrinsic value. Strategy is a Ponzi. Duolingo is just a language-learning app. UiPath is going to be made obsolete by Claude. All of these narratives have zero credibility. If you actually want to make money you have to be willing to invest the time and energy to do the work yourself instead of outsourcing your thinking to timelines and headlines. https://twitter.com/i/web/status/2022688567328194835"
X Link 2026-02-14T15:05Z 16.4K followers, [----] engagements
"Saylor addresses key-man risk concerns the same way he addresses everything else like a boss. $MSTR"
X Link 2024-10-17T18:28Z 16.4K followers, 32.4K engagements
"MicroStrategy is a $1T company trading at $50B. You do the math"
X Link 2024-10-29T08:44Z 16.4K followers, 40.5K engagements
"$MSTR is a $5T company trading at $50B"
X Link 2024-11-05T15:46Z 16.4K followers, 32.5K engagements
"As requested. Ive created a group for High T MicroStrategy ($MSTR) investors. Its explicitly for those with high conviction and low time preference. If you fall outside of these parameters you will respectfully be removed. https://x.com/i/communities/1873795169054597544 https://x.com/i/communities/1873795169054597544"
X Link 2024-12-30T19:45Z 16.4K followers, 101K engagements
"A Michael Saylor biography is not priced in. $MSTR"
X Link 2025-01-17T11:13Z 16.4K followers, 176.1K engagements
"Introducing High T Strategy + logo. New name. New logo. Same High T. $MSTR"
X Link 2025-02-06T11:08Z 16.4K followers, 49.1K engagements
"Metaplanet is a $3T company trading at $3B"
X Link 2025-05-20T08:41Z 16.4K followers, 19.4K engagements
"Theres a VERY strong chance that Strategy might be the ONLY public corporate company to ever reach [--] Nakamoto. This is NOT priced in"
X Link 2025-06-16T13:45Z 16.4K followers, 26.2K engagements
"Ive been sitting on this for a while but delighted to announce that I have accepted a role to advise @MeliuzBitcoin on their Bitcoin Strategy. Mliuz is a fintech company that boasts over [--] million users and the first Bitcoin Treasury Company in Brazil with a current stack of [---] BTC. I look forward to helping @IsraelSalmen @diegokolling and the rest of the Mliuz team to execute their Bitcoin Strategy as effectively as possible in service of their shareholders. The best is yet to come"
X Link 2025-07-07T09:25Z 16.4K followers, 24.7K engagements
"The Smarter Web Company is a $1T company trading at $1B"
X Link 2025-07-14T08:07Z 16.4K followers, 18.1K engagements
"Strategy credit instruments are longer duration more collateralised more liquid less risk higher return and better performing than legacy credit instruments. $MSTR"
X Link 2025-09-24T11:15Z 16.4K followers, 11.9K engagements
"Yesterday I exited my position in The Smarter Web Company. I like both Andrew and Jesse and have no doubt that the recent deals theyve executed represent the best terms available to them but that is exactly the point. If these are the best terms you can secure in a bull market when Bitcoin is hitting new ATHs what does that say about the business model and the leverage you have The most recent raise was the nail in the coffin. It was a clever piece of optics that made it look like SWC was raising capital at a premium yet in reality it will likely prove no different from issuing equity at a"
X Link 2025-10-14T07:30Z 16.4K followers, 20.3K engagements
"If you havent been shaken out by the recent volatility youre going to be rewarded extremely well over the next 3-6 months"
X Link 2025-11-05T11:32Z 16.4K followers, 14.3K engagements
"Last night I exited my small position in Metaplanet for no other reason than to free up some cash and simplify my portfolio going into [----]. For the record outside of Strategy it is one of the only BTC-TC I am bullish on long-term as things stand"
X Link 2025-12-12T07:58Z 16.4K followers, [----] engagements
"The future richest man in the world. Do you understand"
X Link 2024-09-30T15:44Z 16.4K followers, 72K engagements
"Michael Saylor is going to be the only person in history to open-source and literally spoon feed his entire playbook to the entire world and yet still end up owning a monopoly"
X Link 2024-11-13T19:08Z 16.4K followers, 44.7K engagements
"To uncover investment opportunities you need to identify assets that are misunderstood. The size of the opportunity is in direct proportion to the degree that an asset is misunderstood. Both Bitcoin and MicroStrategy are two of the most misunderstood assets in the world right now. The markets ignorance is your opportunity"
X Link 2024-11-14T20:02Z 16.4K followers, 27.4K engagements
"World Mobile is a $20B company trading at $200M. $WMTX"
X Link 2024-11-16T11:39Z 16.4K followers, [----] engagements
"MicroStrategy is a $10T company trading at $100B"
X Link 2024-11-20T14:17Z 16.4K followers, 62.1K engagements
"My bear case is MicroStrategy acquires 1M Bitcoin. My base case is MicroStrategy acquires 1.5M Bitcoin. My bull case is MicroStrategy acquires 2M Bitcoin"
X Link 2024-11-29T11:02Z 16.4K followers, 28.2K engagements
"Unpopular Opinion: One of the reasons why Saylor is so keen to share his playbook is because he knows that theres a point at which the amount of Bitcoin MicroStrategy holds becomes bad optics. The problem is that 99% of people are either too ignorant too dumb or too slow to listen to him. Note: The question of whether you think its possible for one entity to own too much Bitcoin can be settled very easily by taking it to the extreme. Would you be comfortable with MicroStrategy owning 100% of the Bitcoin supply If your answer is yes then I respect your opinion and this post isnt for you. If"
X Link 2024-11-30T11:15Z 16.4K followers, 27.4K engagements
"The Saylor key-man risk is overstated in my opinion for [--] main reasons. [--]. The beauty of the Bitcoin strategy is that paradoxically its so simple that almost anyone can execute it. [--]. Most of the heavy lifting has already been done. MicroStrategy has for all intents and purposes secured monopoly status. [--]. Whoever replaces Saylor would be well aware that any deviations from the playbook he has laid out would not go down well with shareholders. Theyd be incentivised to follow Saylors lead to a T. Let me make it clear; I would prefer to have Saylor at the helm than not obviously but I do not"
X Link 2024-12-03T19:20Z 16.4K followers, 35K engagements
"World Mobile is a $30B company trading at $300M. $WMTX"
X Link 2024-12-13T08:07Z 16.4K followers, [----] engagements
"A new narrative is emerging around the idea that Saylor should attempt to time the market with his Bitcoin purchases. Heres why that is likely a BAD idea. [--]. Saylor has asymmetric information. This cant be overstated. In fact I could stop here. This reason alone is enough to end the argument. Unless youre privy to what Saylor knows youre making uninformed guesses while Saylor is making informed decisions. [--]. Youre playing with fire. Consider the alternative; Saylor attempts to time the market Bitcoin rips shareholders are worse off sentiment plunges and trust is destroyed. [--]. With the amount"
X Link 2025-02-27T14:44Z 16.4K followers, 26K engagements
"People say that Saylor is always buying the top. In [--] years well look back and realise that Saylor was always buying the bottom"
X Link 2025-03-24T19:32Z 16.4K followers, [----] engagements
"The craziest thing about the flood of all these new Bitcoin Treasury Companies entering the market is that LITERALLY 99.9% of the world has ZERO idea what is happening and yet it is the BIGGEST thing to happen in finance EVER"
X Link 2025-05-13T20:22Z 16.4K followers, 217.6K engagements
"Activity in the High T Strategy group has been ramping up recently. A reminder that the group is strictly for those with high conviction and low time preference. To maintain the integrity of the group we will continue to maintain a zero tolerance policy for content that does not meet this criteria. On that note its important that you report low t content so that we can remove it as quickly as possible. Naturally theres a degree of subjectivity involved. For content that is borderline we will lean towards removal. Salute. https://x.com/i/communities/1873795169054597544"
X Link 2025-06-01T19:45Z 16.4K followers, 12.3K engagements
"The only $MSTR elevator pitch youll ever need"
X Link 2025-06-06T13:04Z 16.4K followers, [----] engagements
"The Smarter Web Company will one day be the most valuable company in the UK"
X Link 2025-07-06T17:51Z 16.4K followers, 30.9K engagements
"Im seeing lots of people make fancy projections for Bitcoin Treasury Companies over the next 6-24 months. None of them account for the next global liquidity downturn which will inevitably compress mNAVs and squeeze Bitcoin Yield. A reminder that last cycle Strategy traded at [--] mNAV. A lot of people who arent aware of the risks are going to get burnt and unfortunately its likely to be those who can least afford to be"
X Link 2025-07-17T13:24Z 16.4K followers, 37.3K engagements
"This poem is about Josh Man The guy behind the 84K spell No doubt he has good intentions But good intentions are the pathway to hell His hatred for Michael Saylor Corrupts his critical thinking skills But that doesnt really matter When X engagement pays the bills His time is better spent elsewhere Perhaps on creating his own BTC-TC As the famous old saying goes Be the change you want to see Michael Saylor went to town Performance like a phony Depite pretending to be dressed The emperor wears just chonies Michael Saylor went to town Performance like a phony Depite pretending to be dressed The"
X Link 2025-09-07T11:24Z 16.4K followers, 51.7K engagements
"The great thing about investing is that if you dont like a stock you dont have to buy it and if you do buy it and later decide that you dont like it then you can sell it and move on. Its a beautiful thing"
X Link 2025-09-07T19:01Z 16.4K followers, [----] engagements
"I expect Metaplanet to materially outperform Strategy over the next [--] years"
X Link 2025-10-30T12:55Z 16.4K followers, 26.8K engagements
"@matikwin Yearly average since 2008"
X Link 2025-11-05T17:08Z 16.4K followers, 19.1K engagements
"@tylershoemakerx Because it'll solve their confusion of why the price of everything is constantly going up"
X Link 2025-11-05T17:31Z 16.4K followers, 16.2K engagements
"The real test for $MSTR is still to come during the next bear market when Bitcoin drops 50-80%"
X Link 2025-11-10T15:35Z 16.4K followers, 17K engagements
"If the last [--] months didnt shake you out the next [--] months will make you rich"
X Link 2025-11-12T13:50Z 16.4K followers, 18.5K engagements
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/creator/twitter::ChrisMMillas