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# ![@JesseKobernick Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1745672542386622464.png) @JesseKobernick Jesse Kobernick

Jesse Kobernick posts on X about $mstr, business, mstr, strike the most. They currently have XXXXX followers and 1095 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1745672542386622464/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1745672542386622464/c:line/m:interactions.svg)

- X Week XXXXXX +13%
- X Month XXXXXXX +28%
- X Months XXXXXXXXX +38%
- X Year XXXXXXXXX +418%

### Mentions: XX [#](/creator/twitter::1745672542386622464/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1745672542386622464/c:line/m:posts_active.svg)

- X Month XXX -XX%
- X Months XXX +61%
- X Year XXX +218%

### Followers: XXXXX [#](/creator/twitter::1745672542386622464/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1745672542386622464/c:line/m:followers.svg)

- X Week XXXXX +0.15%
- X Month XXXXX +0.72%
- X Months XXXXX +18%
- X Year XXXXX +179%

### CreatorRank: XXXXXXX [#](/creator/twitter::1745672542386622464/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1745672542386622464/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #1329 [stocks](/list/stocks)  #4720 [finance](/list/finance)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$mstr](/topic/$mstr) #568, [business](/topic/business) #1805, [mstr](/topic/mstr), [strike](/topic/strike) #1939, [bitcoin](/topic/bitcoin) #491, [math](/topic/math), [finance](/topic/finance), [outperform](/topic/outperform), [$btc](/topic/$btc), [imo](/topic/imo)

**Top accounts mentioned or mentioned by**
[@punterjeff](/creator/undefined) [@saylor](/creator/undefined) [@btcoverflow](/creator/undefined) [@strategy](/creator/undefined) [@benwerkman](/creator/undefined) [@ryquant](/creator/undefined) [@actuallyclimber](/creator/undefined) [@adrianrmorris](/creator/undefined) [@btcbullrider](/creator/undefined) [@richardahaas](/creator/undefined) [@microstrategy](/creator/undefined) [@80iqmindset](/creator/undefined) [@joshmandell6](/creator/undefined) [@metaplanetjp](/creator/undefined) [@mattutxo](/creator/undefined) [@bitpaine](/creator/undefined) [@hillerydan](/creator/undefined) [@dylanleclair](/creator/undefined) [@hermeslux](/creator/undefined) [@masonfoard](/creator/undefined)

**Top assets mentioned**
[Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [Columbus Circle Capital Corp I Class A Ordinary Shares (CCCM)](/topic/$cccm) [Strategy Incorporated (STRF)](/topic/$strf) [ProCap BTC (BRR)](/topic/$brr) [Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP)](/topic/$xxi)
### Top Social Posts
Top posts by engagements in the last XX hours

"MSTRs cash reserve is an acknowledgment that public markets dont work like your spreadsheets portend. Markets can move in unpredictable ways disconnected from math or fundamentals over periods of time. If they did operate that way MSTR would simply sell BTC/common as needed to finance dividends. Its a good move by MSTR IMO. Relatedly its why saying BTC CAGR just needs to outperform the cost of capital misses that the market may not give you the opportunity to test out your decade-long hypothesis. As each higher mNAV buyer loses relative to BTC you lose that investor. Iterate enough and mNAV"  
[X Link](https://x.com/JesseKobernick/status/1995567791932354741)  2025-12-01T18:56Z 6044 followers, 6336 engagements


"@indieopshin Yes. I know they have paid social media and marketing personalities for some time"  
[X Link](https://x.com/JesseKobernick/status/1995572672525369655)  2025-12-01T19:16Z 6046 followers, XXX engagements


"70% annualized return on Polymarket bet that $MSTR doesnt sell BTC by March 31"  
[X Link](https://x.com/JesseKobernick/status/1995606125874741765)  2025-12-01T21:29Z 6044 followers, 1961 engagements


"One problem with $MSTR is the incongruence between Saylor saying that hes in a decades-long game of building a monster to save all of the world from fiat debasement plagued capital markets etc etcand the way the company actually acts. Daily tweeting of AI generate images to keep retail sentiment afloat bi-weekly adjustments to the business plan unending podcast tours pitched responses to the latest market news etc etc. The businesses (or funds) that believe in the fundamental value they provide and are focused on the long term interest of shareholders do not operate this way and dont feel any"  
[X Link](https://x.com/JesseKobernick/status/1995571165495263701)  2025-12-01T19:10Z 6042 followers, 12.6K engagements


"I don't believe any of these guys when they suggest they'll build some novel profitable business. If they could have done it they would have done it separate from the BTC SPAC process as there's no need for a specific treasury company structure. Tether did it. I guess Strike did it but have no idea what their financials look like. Also people seem to think you can just fold one company into another because they have similar management. Obviously the investors in Strike are going to want a nice premium if the company is being sold"  
[X Link](https://x.com/JesseKobernick/status/1998802510174417297)  2025-12-10T17:10Z 6042 followers, XX engagements


"You should go pay for and read the full article on ProCap BTC Pompliano's treasury company. Interesting (bleak) stuff. $CCCM"  
[X Link](https://x.com/JesseKobernick/status/1991388426361532722)  2025-11-20T06:09Z 6044 followers, 22.9K engagements


"Really didn't see $STRF getting this low at current BTC prices. Think BTC needs to drop below $15k for $MSTR to be unable to satisfy the STRF liquidation preference after repaying debt. Is it a buy"  
[X Link](https://x.com/JesseKobernick/status/1991601188794691762)  2025-11-20T20:15Z 6044 followers, 2165 engagements


"Can't wait to see all the shareholder value that flows from hiring strategic advisors to strategically advise on "ESG best practices for the adoption of Bitcoin at scale." 🤦♂"  
[X Link](https://x.com/JesseKobernick/status/1998076666774696333)  2025-12-08T17:06Z 6044 followers, 5656 engagements


"On the point on funneling XX% of NAV into BTC every year wouldn't they only be able to add the value of XX% of the increase in NAV from the prior year if they are targeting XX% amplifcation Say they hit that amplifcation target and BTC goes up XX% that year then they can add XX% of the XX% increase to get back to the XX% amplification. Or 7.5%"  
[X Link](https://x.com/JesseKobernick/status/1998420312850043230)  2025-12-09T15:51Z 6044 followers, XXX engagements


"@gnoble79 @APompliano I haven't dug into the mNAV numbers on $BRR. NYDIG did write an excellent piece recently arguing many of the mNAV calcs used in the industry are wrong. They show $BRR's mNAV for illustrative purposes but the figures may be dated at this point"  
[X Link](https://x.com/JesseKobernick/status/1998632270064922826)  2025-12-10T05:54Z 6044 followers, 5215 engagements


"What is the business"  
[X Link](https://x.com/JesseKobernick/status/1998976370916077793)  2025-12-11T04:41Z 6045 followers, 27K engagements


"@C_Flat007 oh ok"  
[X Link](https://x.com/JesseKobernick/status/1999121032519848193)  2025-12-11T14:16Z 6044 followers, XXX engagements


"@BasedUTXO What are they going to pay for it I suspect the owners/investors in Strike want a nice premium if the business is thriving"  
[X Link](https://x.com/JesseKobernick/status/1999121284555526373)  2025-12-11T14:17Z 6044 followers, XXX engagements