# ![@24421224155JJ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1745672542386622464.png) @24421224155JJ JMK

JMK posts on X about bitcoin, $mstr, mstr, debt the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

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

- [--] Week [-------] +37%
- [--] Month [-------] +296%
- [--] Months [---------] +35%
- [--] Year [---------] +34%

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

- [--] Months [---] +23%
- [--] Year [---] +78%

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

- [--] Week [-----] +0.38%
- [--] Month [-----] +0.27%
- [--] Months [-----] +3.90%
- [--] Year [-----] +37%

### CreatorRank: [-------] [#](/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)  [finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [celebrities](/list/celebrities)  [us election](/list/us-election) 

**Social topic influence**
[bitcoin](/topic/bitcoin) #3627, [$mstr](/topic/$mstr) #608, [mstr](/topic/mstr), [debt](/topic/debt) #1264, [$strk](/topic/$strk), [money](/topic/money), [if you](/topic/if-you), [saylor](/topic/saylor), [investment](/topic/investment), [holders](/topic/holders)

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

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Strike (STRK)](/topic/$strk) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Strategy Incorporated (STRF)](/topic/$strf) [Asset Entities Inc. (ASST)](/topic/$asst) [Microsoft Corp. (MSFT)](/topic/microsoft) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Nakamoto Games (NAKA)](/topic/$naka) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Stride (STRD)](/topic/$strd) [GameStop, Corp. (GME)](/topic/$gme)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@TylerPurcell24 Non-KYC P2P Bitcoin market"  
[X Link](https://x.com/24421224155JJ/status/1754910281753559460)  2024-02-06T16:49Z [--] followers, [---] engagements


"@danieleripoll @Excellion @dotkrueger Cool but wouldnt cite Krueger for anything. Tradfi dude that doesnt know what hes talking about when it comes to BTC"  
[X Link](https://x.com/24421224155JJ/status/1758340243718279185)  2024-02-16T03:59Z [--] followers, [---] engagements


"@francispouliot_ I generally agree but it can make sense given the fiat credit system. If a bank would loan me $500k at 5% for [--] years to buy BTC and they can't foreclose unless I miss a monthly payment it'd be the best deal ever. The bank won't do that for BTC but will with a house"  
[X Link](https://x.com/24421224155JJ/status/1760240825815142905)  2024-02-21T09:51Z [--] followers, [--] engagements


"@Giovann35084111 I've found your insights to be very interesting. Can you explain *why* Bitcoin functions like a power law Perhaps you have done so elsewhere"  
[X Link](https://x.com/24421224155JJ/status/1760361075374268440)  2024-02-21T17:49Z [--] followers, [---] engagements


"@GuyTalksFinance Very good point. You convinced me to sell my stack. Who needs 75% compound annual growth rates or censorship resistant money"  
[X Link](https://x.com/24421224155JJ/status/1763434033676202160)  2024-03-01T05:20Z [---] followers, [--] engagements


"@osukid81 @aussieflya @jrouldz That copper looks nice but how does it hold up in freezing temps"  
[X Link](https://x.com/24421224155JJ/status/1763626127007027441)  2024-03-01T18:03Z [---] followers, [---] engagements


"@BichaelRender @osukid81 @aussieflya @jrouldz That's good to know. I need to replace some plumbing and never considered copper"  
[X Link](https://x.com/24421224155JJ/status/1763633205763264680)  2024-03-01T18:31Z [---] followers, [---] engagements


"@OutdoorFinance Just put it all in BTC. We all know that's what you want to do"  
[X Link](https://x.com/24421224155JJ/status/1763651836446400538)  2024-03-01T19:45Z [---] followers, [--] engagements


"@MichaelTG09 Trump pushed vaccines and did nothing for J6 defendants. Who is the we that wins if Trump wins"  
[X Link](https://x.com/24421224155JJ/status/1765527744715403760)  2024-03-06T23:59Z [---] followers, [--] engagements


"@VickiBryanBondA @JCOviedo6 @OpenAI But you just sent this on Twitter. Seems not very destroyed"  
[X Link](https://x.com/24421224155JJ/status/1765611004850032709)  2024-03-07T05:30Z [---] followers, [--] engagements


"@ryQuant Looking forward to [----] when Tesla is a wholly-owned sub of $MSTR and each $TSLA is fitted with a mining rig"  
[X Link](https://x.com/24421224155JJ/status/1765886637060612418)  2024-03-07T23:45Z [---] followers, [---] engagements


"@MBA_Bitcoiner Theres legislation in the works that will facilitate banks doing just this. Requires a change to how BTC is viewed on the balance sheet by regulators. The speculative attack hypotheticals get a bit mind boggling if a bank can lend against BTC"  
[X Link](https://x.com/24421224155JJ/status/1765890227741352066)  2024-03-08T00:00Z [---] followers, [--] engagements


"MSTR is primed for the S&P [---] Many have noticed the incredible confluence of events that are aligning for #Bitcoin and $MSTR to continue an epic bull run. Another interesting event is that in April [----] S&P Dow Jones changed a rule that would have prohibited $MSTR from joining the S&P [---]. Following $SNAP's IPO in [----] when they went public selling nonvoting shares S&P barred companies with multiple classes of shares from being listed on S&P indices. $MSTR has both Class A and Class B shares with Class B held 99% by @saylor and having 10x the voting power of Class A shares. Fortunately last"  
[X Link](https://x.com/anyuser/status/1766428485751636429)  2024-03-09T11:39Z [----] followers, 89.9K engagements


"@BitPaine What is the current volume of short positions A short squeeze backed by BTC Twitter would be insane. GME on steroids"  
[X Link](https://x.com/24421224155JJ/status/1766542920411427050)  2024-03-09T19:13Z [---] followers, [----] engagements


"@BGBCBOT @MonetaryNRG Would want an accountants take but I believe the FASB rule just changes how companies are able to mark the value of BTC on their balance sheet (and thus value of the company). Dont believe that amounts to a taxable gain but hopefully an accountant can weigh in"  
[X Link](https://x.com/24421224155JJ/status/1766596645066580390)  2024-03-09T22:47Z [---] followers, [--] engagements


"I always enjoy your talks with @LukeGromen. Would be fun to run the numbers on Buffett allocating 1% of the $157B in cash to $BTC. My rough math says it would be year [--] when a 1% position exceeds the total assets of Berkshire (applying a 75% CAGR).🤣"  
[X Link](https://x.com/24421224155JJ/status/1766720129172385811)  2024-03-10T06:57Z [---] followers, [---] engagements


"@AriZonanHODL The effect of taking a 401k loanbuying BTC is essentially the same as selling securities within a 401kbuying BTC ETF. Curious why they went with the loan"  
[X Link](https://x.com/24421224155JJ/status/1767033951779201225)  2024-03-11T03:44Z [---] followers, [--] engagements


"@ryQuant Any thoughts on Citadel/Ken Griffin taking a 3% position in MSTR as of mid-Feb according to SEC filings"  
[X Link](https://x.com/24421224155JJ/status/1768068370040320116)  2024-03-14T00:15Z [---] followers, [---] engagements


"@boyz_meta BTC per share (BPS) is the better measurement than earnings per share (EPS) assuming you are holding MSTR due to its unique ability to increase its BTC holdings"  
[X Link](https://x.com/24421224155JJ/status/1768325137798181158)  2024-03-14T17:15Z [---] followers, [--] engagements


"Prediction on $MSTR. March [--] [----] Press Release: "MicroStrategy Announces Proposed Private Offering of $500 Million of Convertible Senior Notes""  
[X Link](https://x.com/24421224155JJ/status/1768763704538247359)  2024-03-15T22:18Z [---] followers, [---] engagements


"@Comm__Powell I do find it funny that people think MSTR is somehow supposed to trade at book or else its overpriced. Do they realize no stock trades at book"  
[X Link](https://x.com/24421224155JJ/status/1768914109318533180)  2024-03-16T08:16Z [---] followers, [---] engagements


"@ryQuant @BenWerkman @ryQuant I've been long MSTR since [----] and remain so but I'm curious what you're thinking is on MSTR's monopoly. When I look at the cash reserves of the top [--] companies it seems like they could acquire a BTC position as large as MSTR's position (not that they will)"  
[X Link](https://x.com/24421224155JJ/status/1769798093698920498)  2024-03-18T18:48Z [---] followers, [---] engagements


"Schiff is right Bitcoin in cold hard storage is the way. $FBTC and $MSTR in tax-advantaged retirement accounts is acceptable IMO. Also the dude needs to zoom out. One problem with owning #Bitcoin in an ETF is that liquidity is limited to U.S. market hours. So if the market crashes overnight you have no ability to sell until the U.S. market opens for trading in the morning. Very frustrating to watch helplessly with no ability to get out. One problem with owning #Bitcoin in an ETF is that liquidity is limited to U.S. market hours. So if the market crashes overnight you have no ability to sell"  
[X Link](https://x.com/TheJesseMK/status/1770237543210213676)  2024-03-19T23:54Z [---] followers, [---] engagements


"@thomas_fahrer You missed Plan Gs updated Wonky Power Law. It fits perfectly to all hyperinflating currencies"  
[X Link](https://x.com/24421224155JJ/status/1771324845105811582)  2024-03-22T23:55Z [---] followers, [---] engagements


"@cryptonomista Celsius sucks but doesn't Ledn rehypothecate customer assets"  
[X Link](https://x.com/24421224155JJ/status/1771648010449047843)  2024-03-23T21:19Z [---] followers, [---] engagements


"Can someone explain to me the difference between Celsius and @hodlwithLedn other than interest rate It appears Ledn rehypothecates customer assets as well. In this case is rehypothecating sound @coryklippsten @parkeralewis Not too long ago people would ask us. "Why aren't you growing as fast as Celsius" "Why can't you offer 0% bitcoin-backed loans like Celsius" Today we are helping their loan clients refinance out of a long and messy bankruptcy. To all of you who believed in our "slow and Not too long ago people would ask us. "Why aren't you growing as fast as Celsius" "Why can't you offer 0%"  
[X Link](https://x.com/24421224155JJ/status/1771649855879847946)  2024-03-23T21:26Z [---] followers, [---] engagements


"@hodlwithLedn @coryklippsten @parkeralewis Thanks for the response. Ill take a look at the reserves. So does Ledn take the position that if the company were to experience a catastrophic loss in the hypothecation side then the non-hypothecated BTC would remain secure and unavailable to creditors"  
[X Link](https://x.com/TheJesseMK/status/1771712585634545855)  2024-03-24T01:36Z [---] followers, [--] engagements


"@Z06Z07 @BenWerkman @PunterJeff Feels a little too fiat for my taste. One additional layer removed from owning BTC in cold storage"  
[X Link](https://x.com/24421224155JJ/status/1772402213609955626)  2024-03-25T23:16Z [---] followers, [--] engagements


"@bitcoinmunger @cryptoquant_com I'm as bullish as anyone but there are constantly buyers and sellers entering and exiting the market at different price points. Its dynamic and always fluctuating. Supply doesn't run out like a grocery store"  
[X Link](https://x.com/24421224155JJ/status/1772403965608554576)  2024-03-25T23:23Z [---] followers, [---] engagements


"If [----] were happen to BTC then it would likely take the form of onerous taxes not physical attempts to seize IMO. Government could impose huge tax rates on the sale of BTC and then obligate exchanges to withhold those taxes. All to say diversification of custody is a good thing"  
[X Link](https://x.com/TheJesseMK/status/1772682177781833958)  2024-03-26T17:49Z [---] followers, [--] engagements


"An excellent interview with @PunterJeff who crushed it. $MSTR #Bitcoin This interview will absolutely make you bullish as f*ck on #Bitcoin and especially what Michael Saylor is doing with $MSTR. 🤯 This is a must watch.👇 https://t.co/n07OlKQuJc This interview will absolutely make you bullish as f*ck on #Bitcoin and especially what Michael Saylor is doing with $MSTR. 🤯 This is a must watch.👇 https://t.co/n07OlKQuJc"  
[X Link](https://x.com/TheJesseMK/status/1773081276297212030)  2024-03-27T20:14Z [---] followers, [---] engagements


"@gauchoeddy @PrestonPysh @PunterJeff Not if the MSTR is locked in a tax-advantaged account that cannot buy bitcoin. If you liquidate you pay ordinary income tax on the full account balance (not just gains) and a 10% penalty"  
[X Link](https://x.com/TheJesseMK/status/1773115257591914984)  2024-03-27T22:29Z [---] followers, [--] engagements


"@kashyap286 He is exercising options to sell about 3.5% of his shares and will continue to hold $4 billion in $MSTR shares (96.5%). Officers and directors of public companies constantly buy/sell shares; and it's disclosed. Perhaps do some work before accusing someone of violating the law"  
[X Link](https://x.com/TheJesseMK/status/1773212459848859662)  2024-03-28T04:56Z [---] followers, [---] engagements


"@ales_vavra @augustcool @PrestonPysh W/r/t being covered if MSTR appreciates significantly quicker than BTC do those long BTC positions provide adequate cover"  
[X Link](https://x.com/TheJesseMK/status/1773277177565294945)  2024-03-28T09:13Z [----] followers, [--] engagements


"@LastCoinStandng @bitcoinrow I did this too. Make sense to do if your 401k provider doesn't provide you access to the ETF and you can service the loan or repay it if needed"  
[X Link](https://x.com/TheJesseMK/status/1773768737860292943)  2024-03-29T17:46Z [---] followers, [--] engagements


"If the history of money tells us anything $MSTR is likely to acquire valuable companies. Another way of conceptualizing the value of $MSTR and what is likely to occur is through @LynAldenContact's description of the technological asymmetry that can occur when nations with a weaker form of money encounter those with stronger money. In Broken Money Alden describes a sequence of events that occurred hundreds of years ago when Europeans interacted with West Africa: Eventually Europeans began traveling and accessing West Africa more frequently noticed this usage of trade beads and exploited them."  
[X Link](https://x.com/TheJesseMK/status/1774881568089330038)  2024-04-01T19:28Z [---] followers, [----] engagements


"@LynAldenContact Pay attention to the $MSTR market cap updates that @PunterJeff has posted as they show the trend of what is occurring and is likely to occur. $MSTR now ranked 298th largest US company by Market cap ($28.92B) Fell [--] companies today. Day [--] in a row of qualifying for S&P500 index market cap threshold And yes $MSTR is currently behind the Dollar Tree Cheers to the three day weekend 🍻 https://t.co/eX4Pzg1xPw https://x.com/PunterJeff/status/1773451333259137467s=20 $MSTR now ranked 298th largest US company by Market cap ($28.92B) Fell [--] companies today. Day [--] in a row of"  
[X Link](https://x.com/TheJesseMK/status/1774884022809977035)  2024-04-01T19:38Z [---] followers, [---] engagements


"@stoolpresidente Who stopped them from having brackets"  
[X Link](https://x.com/TheJesseMK/status/1776365987618869661)  2024-04-05T21:47Z [---] followers, 54.7K engagements


"@macrojack21 For sure. I did not know that 75% declined to turn in their gold following [----]. I would bet that percentage would be 99%+ for holders of cold storage BTC if that day were to come"  
[X Link](https://x.com/TheJesseMK/status/1776718390138421585)  2024-04-06T21:07Z [---] followers, [--] engagements


"@valegalteam @tomlombardi I advise companies from formation through IPO or acquisition which often involves corporate formations/restructures private capital raises and M&A. I like the earlier stage tech/fintech/BTC-companies but have worked on larger pubco deals in the past (Microsoft Expedia etc.)"  
[X Link](https://x.com/TheJesseMK/status/1777109519103119549)  2024-04-07T23:01Z [---] followers, [--] engagements


"If anyone feels "late" to #Bitcoin study this image from @Croesus_BTC's excellent article (below). A tiny fraction of any one asset class moving into #Bitcoin will cause a drastic impact on price. The total value of all assets also grows in USD terms as money supply grows.👀"  
[X Link](https://x.com/TheJesseMK/status/1777471222508666971)  2024-04-08T22:58Z [---] followers, [---] engagements


"@saucy_xmr @michelleweekley How would Saylor be able to "kill" any ETF The story seems suspect"  
[X Link](https://x.com/TheJesseMK/status/1777743456942907533)  2024-04-09T17:00Z [---] followers, [---] engagements


"@saucy_xmr @michelleweekley Is there any foundation for the claim he's a spook"  
[X Link](https://x.com/TheJesseMK/status/1777744151343489262)  2024-04-09T17:03Z [---] followers, [--] engagements


"@saucy_xmr @michelleweekley Large technology companies contract with companies and government agencies. If that's the basis for "HE'S A SPOOK" count me unconvinced"  
[X Link](https://x.com/TheJesseMK/status/1777745954437030034)  2024-04-09T17:10Z [---] followers, [--] engagements


"@matthew_sigel @Pledditor @vaneck_us @BitwiseInvest Yeah VanEck committed 5% of ETF profits going to core developers. Seems to plainly contradict what Odell is saying. https://www.financemagnates.com/cryptocurrency/vanecks-btc-etf-pledge-5-of-profits-dedicated-to-bitcoin-developers/ https://www.financemagnates.com/cryptocurrency/vanecks-btc-etf-pledge-5-of-profits-dedicated-to-bitcoin-developers/"  
[X Link](https://x.com/TheJesseMK/status/1777748026121216439)  2024-04-09T17:18Z [---] followers, [---] engagements


"@StackSatsIO @matthew_sigel @Pledditor @vaneck_us @BitwiseInvest VanEck was mentioned above. Odell didnt in fact identify any ETF making it difficult to confirm his accusation. Convenient vagueness"  
[X Link](https://x.com/TheJesseMK/status/1777827545288991008)  2024-04-09T22:34Z [---] followers, [--] engagements


"@BitPaine What would Saylor even threaten them with No invite to MicroStrategy World [----] Makes little sense"  
[X Link](https://x.com/TheJesseMK/status/1777828027910819903)  2024-04-09T22:36Z [---] followers, [----] engagements


"@StackSatsIO @matthew_sigel @Pledditor @vaneck_us @BitwiseInvest Which firm was he suggesting it was I didnt see that exchange. I didnt dismiss it but the burden of proof isnt on me to show something didnt occuran impossible standard; its on the person making the allegation"  
[X Link](https://x.com/TheJesseMK/status/1777836062645375129)  2024-04-09T23:08Z [---] followers, [--] engagements


"@lylepratt I heard he threatened to pull Finks invite to MicroStrategy World [----]. Fink was understandably quaking in fright"  
[X Link](https://x.com/TheJesseMK/status/1777837756976402814)  2024-04-09T23:15Z [---] followers, [---] engagements


"You pay a lot more to rent in many attractive markets. And if money supply continues to grow (it will) then capital is likely to flow into RE causing the value of your home to appreciate"  
[X Link](https://x.com/TheJesseMK/status/1777918946928361731)  2024-04-10T04:38Z [---] followers, [---] engagements


"@nickryg Ben is making an argument that he thinks is counterintuitive and edgy; and he's getting called out on it because it makes little sense. Not sure what you're going on about "our truth" and "idol worship.""  
[X Link](https://x.com/TheJesseMK/status/1778823814107037939)  2024-04-12T16:33Z [---] followers, [--] engagements


"You have on error here. It's 60% of homes that have a mortgage have a mortgage of 4% or less. Not 60% of all homes have a mortgage of 4% or less. Meaning about 25% of all homes have mortgages over 4%. See: https://www.redfin.com/news/high-mortgage-rates-lock-in-homeowners-2023/ https://www.redfin.com/news/high-mortgage-rates-lock-in-homeowners-2023/ https://www.redfin.com/news/high-mortgage-rates-lock-in-homeowners-2023/ https://www.redfin.com/news/high-mortgage-rates-lock-in-homeowners-2023/"  
[X Link](https://x.com/TheJesseMK/status/1780440855163326609)  2024-04-17T03:39Z [---] followers, [---] engagements


"@noremacback @zerohedge They're going to play out a whole war on social media before anyone looks outside to see if there's any action🤷♂ https://twitter.com/ShaykhSulaiman/status/1781169606486343785 BREAKING: NO STRIKES FROM OUTSIDE OF IRAN There are no foreign airstrikes against Iran and what is being circulated are lies and a misinformation war of confusion. The complicit and suspicious American media is conducting a proxy misinformation war on behalf of the israeli https://t.co/MY1q9fV0zl https://twitter.com/ShaykhSulaiman/status/1781169606486343785 BREAKING: NO STRIKES FROM OUTSIDE OF"  
[X Link](https://x.com/TheJesseMK/status/1781176632503574590)  2024-04-19T04:22Z [---] followers, [--] engagements


"@spoonmvn Back to the Subaru it is (Now I'll only be mistaken for a lesbian.)"  
[X Link](https://x.com/TheJesseMK/status/1781180565640892886)  2024-04-19T04:38Z [---] followers, [---] engagements


"@FieldNas Better than my recent conversation. Mom: Hows your bitcoin doing Me: Good Mom: So who runs bitcoin"  
[X Link](https://x.com/TheJesseMK/status/1782122172892529117)  2024-04-21T19:00Z [---] followers, [---] engagements


"An awful trend in the "free" western world of criminalizing speech (and inevitably causing places like X to restrict user access or run the risk of being criminally liable for facilitating "detestation" or "vilification" of another person): https://www.spectator.co.uk/article/even-orwells-thought-police-didnt-go-as-far-as-trudeau/ https://www.spectator.co.uk/article/even-orwells-thought-police-didnt-go-as-far-as-trudeau/"  
[X Link](https://x.com/TheJesseMK/status/1782456529440079969)  2024-04-22T17:08Z [---] followers, [--] engagements


""The Canadian proposal is by some distance the worst. Its so dystopian even George Orwell and Philip K. Dick failed to anticipate it. Discrimination is already banned under the Canadian Human Rights Act but the new law will expand the definition of discrimination to include online speech likely to foment detestation or vilification of an individual or group. To those worrywarts who are anxious about the risk that this new law might be weaponised by woke activists the government has said that detestation and vilification are not the same as disdain or dislike which will still be permitted"  
[X Link](https://x.com/TheJesseMK/status/1782456531587563595)  2024-04-22T17:08Z [---] followers, [--] engagements


"@Z06Z07 @PunterJeff @VetteVector @Benny_Stacks @ryQuant @LamboStrategy @TaylorK88114500 Benny doesnt pick up the $20 bill on the sidewalk because of the efficient market hypothesis"  
[X Link](https://x.com/TheJesseMK/status/1782472275599708554)  2024-04-22T18:11Z [---] followers, [--] engagements


"@Abentley77 @stephanlivera I also wonder if Vanguard's position with regard to BTC plays an influential role. John Bogle the founder of Vanguard wrote a number of books that are big in the FIRE community"  
[X Link](https://x.com/TheJesseMK/status/1783722861649437044)  2024-04-26T05:00Z [---] followers, [--] engagements


"Maybe we can fundraise to hire him a better editor. Wtf is this sentence: "An apt analogy to keep in mind arises here: both math and money are possible without zero and Bitcoin respectivelyhowever both are tremendously more wasteful systems without these core elements." Should read: "Both math and money are possible without zero or Bitcoin but they are tremendously wasteful without these elements.""  
[X Link](https://x.com/TheJesseMK/status/1784891139935617533)  2024-04-29T10:23Z [---] followers, [--] engagements


"Some perspective to keep in mind: Twitter isn't real life. Despite unending FUD this #BTC bull hasn't seen pull backs of more than 20% while prior cycles saw multiple 30+% pull backs on the way up. $MSTR price is wedded to the BTC price. Feel free to bag on me if we do see those corrections but overall this suggests to me that we have a much stronger group of buyers of BTC; a broader and more educated group of hodlers less immune to corrections than in the past. Twitter--filled with degens like you and me--fails to accurately represent who is buying and holding BTC. The BTC ETFs shattered"  
[X Link](https://x.com/TheJesseMK/status/1785395719555416282)  2024-04-30T19:48Z [----] followers, [----] engagements


"Holders of #Ethereum #solana etc. better sell soon and buy #Bitcoin before their tokens are deemed unregistered securities and thus untradeable on public markets. Michael Saylor seems awfully confident that there with be no Ethereum Spot ETF and seems to think the same for SOL BNB etc. The Altcoin Maxis are about to be BIG MAD at @saylor over this comment and honestly Im kinda here for it #Bitcoin #AlreadyRich #GettingRicher https://t.co/4ILcQZd0VM Michael Saylor seems awfully confident that there with be no Ethereum Spot ETF and seems to think the same for SOL BNB etc. The Altcoin Maxis are"  
[X Link](https://x.com/TheJesseMK/status/1786172339249660239)  2024-05-02T23:14Z [---] followers, [---] engagements


"@WalkerAmerica I like how the only sensible part of this talk was Margaret Thatcher's description of government spending which Ms. Kelton included as an example of backwards thinking"  
[X Link](https://x.com/TheJesseMK/status/1786537130946355563)  2024-05-03T23:23Z [---] followers, [--] engagements


"@brianhoonjong Do you know if the BTC ETF in HK is currently available on the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect"  
[X Link](https://x.com/TheJesseMK/status/1786867148679528563)  2024-05-04T21:15Z [---] followers, [----] engagements


"@ts_hodl This was my thought as well upon reading Broken Money by @LynAldenContact https://x.com/TheJesseMK/status/1774881568089330038 If the history of money tells us anything $MSTR is likely to acquire valuable companies. Another way of conceptualizing the value of $MSTR and what is likely to occur is through @LynAldenContact's description of the technological asymmetry that can occur when nations with a https://x.com/TheJesseMK/status/1774881568089330038 If the history of money tells us anything $MSTR is likely to acquire valuable companies. Another way of conceptualizing the value of"  
[X Link](https://x.com/TheJesseMK/status/1788258216578785723)  2024-05-08T17:22Z [---] followers, [---] engagements


"I have to mute "dividend investing" soon. None of the dividend bros can articulate a mathematically sound reason for building a portfolio with the goal of maximizing dividends. @DividendGrowth @HeroDividend @DividendIncome_ I'm all ears @TheJesseMK Depends on your strategy. @TheJesseMK Depends on your strategy"  
[X Link](https://x.com/TheJesseMK/status/1788794171261878478)  2024-05-10T04:52Z [---] followers, [---] engagements


"@NewcomerInvest You would be up 42% if you just held your BTC (even after it has fallen 20%). And now you owe cap gains tax. Help me with the math on comparing these trades"  
[X Link](https://x.com/TheJesseMK/status/1789087289836228617)  2024-05-11T00:17Z [---] followers, [--] engagements


"@StealthQE4 Theyll try to entice homeowners with second mortgages to give them a higher blended interest rate. Then the homeowners will be mentally prepared to accept a higher rate on a new home unlocking the market. Theoretically. New liquidity incoming. $1.8-3.0 trillion in new liquidity is likely to come into the system via an FHFA proposal to guarantee second home loans. Distressed homeowners will be incented to take out second loans at fixed rates. Should things go south borrowers and taxpayers will https://t.co/2JqUK6vGHQ New liquidity incoming. $1.8-3.0 trillion in new liquidity is"  
[X Link](https://x.com/TheJesseMK/status/1789162435750121808)  2024-05-11T05:15Z [---] followers, [---] engagements


"The Senate votes tomorrow on whether to repeal SAB [---]. If they approve the bill it could further align powerful interests in favor of #Bitcoin and drive #Bitcoin into the political spotlight. SAB [---] is the SEC's "accounting bulletin" that effectively makes it impossible for a public bank to custody Bitcoin as it requires the bank to put custodied Bitcoin on the bank's balance sheet and hold 100% capital against the value of the Bitcoin. The Biden admin has publicly vowed to veto the bill. If Ds and Rs align to pass this bill Biden/Warren will be forced to take express action to veto the"  
[X Link](https://x.com/TheJesseMK/status/1790983743374815546)  2024-05-16T05:52Z [----] followers, 29.9K engagements


"I respectfully disagree with @nic__carter on this point. #Bitcoin is the best solution to the most pressing problem: currency debasement and inflation caused by the fiat system. No "tech" improvement in bitcoin is likely to improve bitcoin's value in this regard. And purported improvements to bitcoin run the risk of undermining the key features of bitcoin that have caused its widespread adoption. Bitcoin does not need to "compete" with tokens or networks that don't even attempt to solve the most important problem that bitcoin addresses. Build on layer [--] and usher in bitcoin as an MoE; but in"  
[X Link](https://x.com/TheJesseMK/status/1792772865504457068)  2024-05-21T04:22Z [---] followers, [---] engagements


"I respectfully disagree. #Bitcoin is the best solution to the most pressing problem: currency debasement and inflation caused by the fiat system. No "tech" improvement in bitcoin is likely to improve bitcoin's value in this regard. And purported improvements to bitcoin run the risk of undermining the key features of bitcoin that have caused its widespread adoption. Bitcoin does not need to "compete" with tokens or networks that don't even attempt to solve the most important problem that bitcoin addresses. Build on layer [--] and usher in bitcoin as an MoE; but in this case move slowly and don't"  
[X Link](https://x.com/TheJesseMK/status/1792773017640317400)  2024-05-21T04:22Z [---] followers, [----] engagements


"@TheWhyOfFI @ohaiom Which of those legal experts said the ETH ETF would be approved If they did so on the basis of securities law analysis (rather than obviously political interference) then I wouldnt trust their legal analysis"  
[X Link](https://x.com/TheJesseMK/status/1794067217065132400)  2024-05-24T18:05Z [---] followers, [--] engagements


"This interview is so good. Wish I had more fiat in a retirement or brokerage account to put into $MSTR. @PunterJeff @BitDeez https://open.spotify.com/episode/4jrMLtqHN5PqU1V5BvnQsnsi=CavRstX8RwSbsEtMHcueog https://open.spotify.com/episode/4jrMLtqHN5PqU1V5BvnQsnsi=CavRstX8RwSbsEtMHcueog"  
[X Link](https://x.com/TheJesseMK/status/1794470089720537276)  2024-05-25T20:46Z [---] followers, [---] engagements


"@WalkerAmerica @RepThomasMassie Fair questions. No excuses. But given the alternative--clear and concrete efforts to undermine bitcoin and usher in CBDCs--the choice is obvious for bitcoiners"  
[X Link](https://x.com/TheJesseMK/status/1794594542118981951)  2024-05-26T05:00Z [---] followers, [---] engagements


"@luke_broyles As much as I love Twitter social media also creates a low-time preference community. Most bitcoiners would benefit from stacking sats and logging off for a couple years"  
[X Link](https://x.com/TheJesseMK/status/1796117709387878884)  2024-05-30T09:53Z [---] followers, [--] engagements


"$MSTR will join the Russell [----] at the end of June. Does anyone have access to a list of the companies that have been added to the Russell [----] in each of the prior [--] years Given the astounding growth of $MSTR in the prior year I'm curious how MSTR's market cap compares to other new entrants to the Russel [----]. In some cases companies eek in barely qualifying due to their market cap being closer to the bottom of the biggest [----] companies. In the case of MSTR it will be among the top 1/3 of largest companies resulting in the index attributing a higher % allocation than they otherwise would"  
[X Link](https://x.com/TheJesseMK/status/1797382293646200933)  2024-06-02T21:38Z [---] followers, [----] engagements


"@PunterJeff Thats interesting. Surprising to me that AUM in R1000 is smaller than AUM in R2000. But I imagine people who might invest in R1000 perhaps instead invest in S&P500 while R2000 investors might not have as many small cap alternatives"  
[X Link](https://x.com/TheJesseMK/status/1797424344777564542)  2024-06-03T00:25Z [---] followers, [---] engagements


"@BillAckman Read @RobertKennedyJrs book on Fauci. Its been occurring a long with Fauci himself reaping substantial benefits"  
[X Link](https://x.com/TheJesseMK/status/1797482998214131770)  2024-06-03T04:18Z [---] followers, [---] engagements


"This is going to be a fun week. Berkshire and Barrick Gold liquidated haha"  
[X Link](https://x.com/TheJesseMK/status/1797633065537388662)  2024-06-03T14:14Z [---] followers, [---] engagements


"@NickKristof @Ayjchan Nah definitely the pangolin in the wet market. I heard it on the news"  
[X Link](https://x.com/TheJesseMK/status/1798108322949996774)  2024-06-04T21:43Z [---] followers, [---] engagements


"@tedfrank *According to Hunter Biden Hunter Biden got a [---] on the LSAT"  
[X Link](https://x.com/TheJesseMK/status/1798422999995212241)  2024-06-05T18:33Z [---] followers, [----] engagements


"@tedfrank *According to Hunter Bidens memoir that he authored"  
[X Link](https://x.com/TheJesseMK/status/1798423355173036358)  2024-06-05T18:35Z [---] followers, [----] engagements


"@AlecStapp I imagine it tracks closely with growth in government subsidies for solar energy. Amazing how that works"  
[X Link](https://x.com/TheJesseMK/status/1803837244001878319)  2024-06-20T17:08Z [---] followers, [----] engagements


"@CarolinaHODL21m Nice. I'd recommend some Max Richter and Olafur Arnalds"  
[X Link](https://x.com/TheJesseMK/status/1831809213557064085)  2024-09-05T21:38Z [----] followers, [--] engagements


"@nic__carter Its due to the states desire to control information. Absent prediction markets people have to rely on polls which can be more tightly controlled by media and government. Prediction markets are a decentralized public forum where people can freely communicate information"  
[X Link](https://x.com/TheJesseMK/status/1833243071057682519)  2024-09-09T20:36Z [----] followers, [--] engagements


"@IserlohnF @RizomaSchool He makes an $850k salary owns a yacht and a Bentley. You're being played if you think he is some working class man struggling to avoid being an Uber driver"  
[X Link](https://x.com/TheJesseMK/status/1841357456854978747)  2024-10-02T06:00Z [----] followers, [--] engagements


"@P0ssumActual @martyrmade @noam_dworman It wasn't an argument. It was a question"  
[X Link](https://x.com/TheJesseMK/status/1843132987820683265)  2024-10-07T03:35Z [----] followers, [--] engagements


"@purugyl1 $MSTR is already outperforming $NVDA. It's going to continue"  
[X Link](https://x.com/TheJesseMK/status/1843702197722509628)  2024-10-08T17:17Z [----] followers, [---] engagements


"@SylentTrade Cut your losses and buy $MSTR"  
[X Link](https://x.com/TheJesseMK/status/1844865199301656604)  2024-10-11T22:18Z [---] followers, [---] engagements


"@supplyshocks @saylor Could see Tim Draper buying it. Then again maybe he's content with his [-----] coins: https://www.reuters.com/article/technology/venture-capitalist-draper-wins-us-bitcoin-auction-idUSKBN0F7199/ https://www.reuters.com/article/technology/venture-capitalist-draper-wins-us-bitcoin-auction-idUSKBN0F7199/"  
[X Link](https://x.com/TheJesseMK/status/1845297942523150479)  2024-10-13T02:58Z [---] followers, [--] engagements


"@spoonmvn @Rally__vincent MSTR is a company which is really just a group of individuals pooling capital/resources toward a particular end. Presumably you would praise an individual who buys and hodls BTC. Why criticize a company for doing the same"  
[X Link](https://x.com/TheJesseMK/status/1845311692995207219)  2024-10-13T03:52Z [----] followers, [--] engagements


"Another thing that I find interesting on the ATMs is that the effect of ATM offerings on voting dilution becomes diminished as the offering is conducted at higher price points. The hypos below assume they first complete $890M ATM at $200/share. They are simplistic in that they don't account for issuances for options or convert notes and assume Saylor controls all Class B but you get the idea. As you can see with the difference between a $1B issuance at $300/sh vs $500/sh there's some incentive to let MNAV run if a goal is to avoid diluting Saylor's voting control"  
[X Link](https://x.com/JesseKobernick/status/1847335293097300300)  2024-10-18T17:53Z [----] followers, [---] engagements


"@RichardAHaas @rajatsonifnance Yeah. Perhaps he means rekt on missed profits from shares being called away vs held long-term"  
[X Link](https://x.com/JesseKobernick/status/1847417377799229712)  2024-10-18T23:20Z [----] followers, [--] engagements


"I dont think the bonds would be attractive to investors if they were to convert to nonvoting equity as they would lack a large liquid market. Valuation would be tricky too. Saylors ownership can drop well under 50% and he will still effectively maintain control because most actions see only a tiny % of eligible shareholders casting votes. Its the reason for instance Elon is regarded as controlling Tesla with his ownership in the teens (or why individuals that exceed 9.9% ownership of a bank must file a Notice of Change in Control application with regulators)"  
[X Link](https://x.com/JesseKobernick/status/1847483315999428919)  2024-10-19T03:42Z [----] followers, [--] engagements


"Interesting idea. Would need to be a bigger number given 200M o/s shares. Can't say I've seen the granting of voting rights without economic rights. Only the reverse. Could get tricky: NASDAQ rules; Delaware corporate law; is there still an economic value in the stock resulting in a huge tax obligation for Saylor etc"  
[X Link](https://x.com/JesseKobernick/status/1847496398100738156)  2024-10-19T04:34Z [----] followers, [--] engagements


"@BSerifsoy @btc_overflow How important do you think options trading on SMLR is to its price significantly increasing"  
[X Link](https://x.com/JesseKobernick/status/1847726526449799301)  2024-10-19T19:48Z [----] followers, [---] engagements


"@TheBitcoinExp Yeah I agree thats a risk. But there is a pool of people who will never self custody. If you want those people to come to BTC then Fidelity is a far better option than the multitudes of scammy exchanges and fraudulent companies (Celsius FTX etc.)"  
[X Link](https://x.com/TheJesseMK/status/1848381411784573267)  2024-10-21T15:10Z [----] followers, [--] engagements


"@SomethinSlix @martyrmade To where"  
[X Link](https://x.com/TheJesseMK/status/1848486565166887048)  2024-10-21T22:08Z [----] followers, [---] engagements


"@FMTadvisory Interesting. Why doesn't FMT own any MSTR"  
[X Link](https://x.com/JesseKobernick/status/1849152531970339309)  2024-10-23T18:14Z [----] followers, [---] engagements


"@NamaCitta Questions: What probability do you put at the USD failing Do you think USD will fail before all other fiat currencies have failed And what probability to you put at MSTR being nationalized"  
[X Link](https://x.com/JesseKobernick/status/1849154274288386373)  2024-10-23T18:21Z [----] followers, [---] engagements


"WA-state politics is absurd. The initiate below would repeal the state capital gains tax enacted in [----]. They gave the voters a ridiculous choice: if you vote against this tax the government will reduce funding for K-12 schools and childcare. WA has a $70B budget. But of course they must cut childcare rather than fire some bureaucrats. @BrandiKruse @VijayInWA"  
[X Link](https://x.com/JesseKobernick/status/1849169311547736452)  2024-10-23T19:21Z [----] followers, [---] engagements


"It's important to consider risks if you plan to invest in $MSTR. I recommend reading the "Risk Factors" section of MSTR's 10-K. This section is commonly referred to as the "Do Not Buy My Stock" section because companies use a kitchen sink method of identifying every potential risk under the sun to mitigate liability. Take of that what you will. The latest 10-K is available here: https://www.sec.gov/ixdoc=/Archives/edgar/data/1050446/000095017024015847/mstr-20231231.htm @BenWerkman One question I didn't hear asked: how can this trade go wrong Is it as simple as Bitcoin price going to something"  
[X Link](https://x.com/JesseKobernick/status/1849507784280412345)  2024-10-24T17:46Z [----] followers, 12.1K engagements


"A @Microsoft shareholder cannot casually submit a proposal to the Board and get it on the ballot. Whoever submitted this proposal had to comply with strict "advance notice" provisions in the $MSFT Bylaws (which are intended to impose a barrier to getting a proposal in front of shareholders) as well as Exchange Act rules on holding a sufficient amount of shares over a certain period of time. @Microsoft proxy statement describing the #Bitcoin proposal that shareholders will vote on at their annual meeting. All shareholders should submit these sorts of proposals to public companies. Force the"  
[X Link](https://x.com/anyuser/status/1849578158401712553)  2024-10-24T22:26Z [----] followers, 64.3K engagements


"#Bitcoin hodlers and $MSFT shareholders here's a call to action: MSFT's Board had to take minutes when they considered the BTC shareholder proposal detailing the discussion by the directors points considered advisers in attendance etc. Under Washington law you as a shareholder are entitled to inspect and copy those minutes (see RCW 23B.16.020). If you are an MSFT shareholder reach out and I'll help get this done I'm a WA lawyer. @PunterJeff @MacroScope17 @BitPaine @ryQuant @werkman @dylanleclair"  
[X Link](https://x.com/anyuser/status/1849613172103315898)  2024-10-25T00:45Z [----] followers, 31.7K engagements


"What a savage Hey @SatyaNadella if you want to make the next trillion dollars for $MSFT shareholders call me. https://t.co/NPnVvL7Wmj Hey @SatyaNadella if you want to make the next trillion dollars for $MSFT shareholders call me. https://t.co/NPnVvL7Wmj"  
[X Link](https://x.com/anyuser/status/1849819629847445539)  2024-10-25T14:25Z [----] followers, 12.9K engagements


"I tend to agree with AmericanHodl that BTC is binary: either zero or the most valuable asset in the world. Which means that MicroStrategy is either worthless or the most valuable company in the world. 🤔 There have been times in the past where bitcoiners had to risk their individual and collective net worth in order to take a principled stand about the future of the network. There WILL BE times in the future where you are tasked by fate to do the same. Even after all these There have been times in the past where bitcoiners had to risk their individual and collective net worth in order to take"  
[X Link](https://x.com/anyuser/status/1850353247690846630)  2024-10-27T01:46Z [----] followers, 10.3K engagements


"The default path for Board Member A--and many pubco board members--is inertia. You as an independent assertive critical thinking individual can choose a different path. #Bitcoin $MSTR You are Corporate Board Member A You sit on the board of a tech giant. At a recent meeting Board Member B brings up how hes seen a quiet revolution in finance: corporations considering Bitcoin as a balance sheet hedge. He sits on $TSLA's board noting that their Bitcoin https://t.co/22awEgrJOK You are Corporate Board Member A You sit on the board of a tech giant. At a recent meeting Board Member B brings up how"  
[X Link](https://x.com/JesseKobernick/status/1850396872374091846)  2024-10-27T04:39Z [----] followers, [---] engagements


"@MDBitcoin Indeed. I feel sorry for those who have not yet found #Bitcoin. Lost in the wilderness"  
[X Link](https://x.com/JesseKobernick/status/1850401621601316950)  2024-10-27T04:58Z [----] followers, [---] engagements


"You arent typically entitled to vote on matters for the underlying company if you hold through an ETF/index fund because you are a holder of shares in the fund itself not the underlying company. But some of those large funds have started to implement pass-through voting processes for some ETFs"  
[X Link](https://x.com/JesseKobernick/status/1850584209271955673)  2024-10-27T17:03Z [----] followers, [--] engagements


"@nobinvestor @BenWerkman @MSTRTrueNorth Maybe not this exactly but something bank-related is possible IMO. 9.9% is a key threshold in the bank regulatory world for when an individual has a presumption of "control" of a financial institution. Not sure how it may factor in here"  
[X Link](https://x.com/JesseKobernick/status/1850774867626647747)  2024-10-28T05:41Z [----] followers, [---] engagements


"@Rally__vincent Not bad. Did grok use the bottom price for BTC in the bear market I prefer using $68k starting point. The results are more fun. 😂"  
[X Link](https://x.com/JesseKobernick/status/1850956456545436013)  2024-10-28T17:43Z [----] followers, [--] engagements


"@Rally__vincent Wth grok. [-----] isn't [--] 😂"  
[X Link](https://x.com/JesseKobernick/status/1850968015791378578)  2024-10-28T18:28Z [----] followers, [--] engagements


"@BitPaine The MNAV could collapse to [--] at any time Paine"  
[X Link](https://x.com/JesseKobernick/status/1851013234725380391)  2024-10-28T21:28Z [----] followers, [----] engagements


"The @OnrampBitcoin Terminal is a thing of beauty"  
[X Link](https://x.com/JesseKobernick/status/1851341870506598797)  2024-10-29T19:14Z [----] followers, [----] engagements


"I know this slide is only "illustrative" but if $MSTR is buying $32B in BTC in the "bearish" years of [----] and [----] what does this mean for the cycle theory around BTC 🤔"  
[X Link](https://x.com/anyuser/status/1851774594665099743)  2024-10-30T23:54Z [----] followers, 15.5K engagements


"$MSTR True North - Episode [--] 10/30/24 - EARNINGS CALL https://x.com/i/broadcasts/1lPKqOyBZReJb https://x.com/i/broadcasts/1lPKqOyBZReJb"  
[X Link](https://x.com/JesseKobernick/status/1851807161250382093)  2024-10-31T02:03Z [----] followers, [---] engagements


"@80IQmindset @FMTadvisory Agree"  
[X Link](https://x.com/JesseKobernick/status/1852066492168442329)  2024-10-31T19:13Z [----] followers, [--] engagements


"Saw this interesting little change to the "risk factors" in $MSTR's update to its S-3 filing for its ATM. They note the possibility of "potential taxation of unrealized gains" on bitcoin. Risk Factors are really CYA measures and should never be read as an indication that the company thinks any particular event is likely to occur. (Americans you might keep unrealized cap gains taxes on your mind when you go to the polls.😉)"  
[X Link](https://x.com/TheJesseMK/status/1852084655434219983)  2024-10-31T20:26Z [----] followers, [----] engagements


"Many people don't understand the sheer scale of the bond market. $21B in $MSTR bonds is nothing. Most investors out there dont believe $MSTR can raise $42 billion to buy Bitcoin. This is the mainstream consensus now. They are underestimating it. I believe $MSTR will complete the raise and do a bigger one after. Most investors out there dont believe $MSTR can raise $42 billion to buy Bitcoin. This is the mainstream consensus now. They are underestimating it. I believe $MSTR will complete the raise and do a bigger one after"  
[X Link](https://x.com/anyuser/status/1852376299668471817)  2024-11-01T15:44Z [----] followers, [----] engagements


"@_Checkmatey_ @_Checkmatey_ I really like your work. Have you watched the Q3 earnings call In it Saylor provides some great insight on valuing $MSTR. I think you'd find it interesting"  
[X Link](https://x.com/TheJesseMK/status/1852451360664596558)  2024-11-01T20:43Z [----] followers, [----] engagements


"@ryQuant @matteopelleg *@ryQuant tweeting from his brand new Volkswagen Golf*"  
[X Link](https://x.com/TheJesseMK/status/1852471763847794712)  2024-11-01T22:04Z [----] followers, [---] engagements


"@brian_armstrong @brian_armstrong would Coinbase consider buying $MSTR bonds"  
[X Link](https://x.com/TheJesseMK/status/1852506974501687399)  2024-11-02T00:24Z [----] followers, [---] engagements


"@Jason @Liz_Cheney Did you just call Liz Cheney "mentally ill""  
[X Link](https://x.com/TheJesseMK/status/1852941078577459485)  2024-11-03T05:09Z [----] followers, [--] engagements


"@BSerifsoy That one Iowa poll from Selzer is either wrong; or its correct and most other polls are wrong. No one really knows what will happen. 🤷♂ Come Wednesday morning Ann Selzers reputation will either be legendary or irreparably damaged. There is no middle ground after her poll yesterday. I admire her willingness to go out on a ledge. Come Wednesday morning Ann Selzers reputation will either be legendary or irreparably damaged. There is no middle ground after her poll yesterday. I admire her willingness to go out on a ledge"  
[X Link](https://x.com/TheJesseMK/status/1853137237904638255)  2024-11-03T18:08Z [----] followers, [---] engagements


"@SaniExp As a public company KPMG audits them in connection with certifying their audited financial statements. Their Board and chief officers certify their SEC filings as well. Sure they could all be lying and committing fraud. But this is not exactly blind trust"  
[X Link](https://x.com/TheJesseMK/status/1853208344796016835)  2024-11-03T22:51Z [----] followers, [---] engagements


"The problem here is that a federal government large enough to impact our lives diverts our attention energy and money to things that provide little value to our communities. If people poured as much energy into making their communities great as they do into who will occupy the Oval Office the United States would be stronger than any President could make it. If people poured as much energy into making their communities great as they do into who will occupy the Oval Office the United States would be stronger than any President could make it"  
[X Link](https://x.com/TheJesseMK/status/1853328828606881804)  2024-11-04T06:50Z [----] followers, [---] engagements


"@Rally__vincent Great movie. It's very re-watchable. Up there with The Matrix [--] and [--] for movies I re-watch in the background at times"  
[X Link](https://x.com/TheJesseMK/status/1853333596993671619)  2024-11-04T07:08Z [----] followers, [--] engagements


"@purugyl1 I've been watching $TSLA puts. I think they could be a good hedging mechanism"  
[X Link](https://x.com/TheJesseMK/status/1853489856271499445)  2024-11-04T17:29Z [----] followers, [--] engagements


"Good read from @MartyBent on important non-election events we have in store this week from Treasury and the Fed. Having access to a distributed P2P digital cash system with a fixed supply during a time of incredible political divisiveness and out-of-control runaway sovereign debt feels like a Godsend. Here are a few things to keep an eye on during election week. https://t.co/q46z0wh3la Having access to a distributed P2P digital cash system with a fixed supply during a time of incredible political divisiveness and out-of-control runaway sovereign debt feels like a Godsend. Here are a few"  
[X Link](https://x.com/TheJesseMK/status/1853664648857555284)  2024-11-05T05:04Z [----] followers, [----] engagements


"85% of this quarters GDP growth came from government spending. Cast your vote for #Bitcoin. @theallinpod Because 85% of this quarter's GDP growth came from government spending. If we do the math and subtract the government's contribution: 2.8% [----] = 0.42% That's the REAL private sector growth. Everything else is the money printer. https://t.co/fhl5agtUmY @theallinpod Because 85% of this quarter's GDP growth came from government spending. If we do the math and subtract the government's contribution: 2.8% [----] = 0.42% That's the REAL private sector growth. Everything else is the money printer."  
[X Link](https://x.com/TheJesseMK/status/1853670268117696740)  2024-11-05T05:26Z [----] followers, [---] engagements


"Treasury selling $42B of 10-Y Notes while $MSTR sells $42B of $BTC-backed securities. The symmetry is perfect. We are less than $30B away from crossing over $36 TRILLION in national debt and the Treasury is issuing $42B worth of 10Y-Notes at auction tomorrow. https://t.co/fEsRXJ0l0O We are less than $30B away from crossing over $36 TRILLION in national debt and the Treasury is issuing $42B worth of 10Y-Notes at auction tomorrow. https://t.co/fEsRXJ0l0O"  
[X Link](https://x.com/TheJesseMK/status/1853828105477275893)  2024-11-05T15:53Z [----] followers, [----] engagements


"@Anders_ Argentina is amazing. I bet more entrepreneurs start making it their home base"  
[X Link](https://x.com/TheJesseMK/status/1853837073330983326)  2024-11-05T16:29Z [----] followers, [--] engagements


"Excellent resource for anyone interested in learning more about #MicroStrategy. $MSTR #Bitcoin In collaboration with $MSTR creators we're launching a free directory of useful content to serve as a starting point for #MSTR investor journeys. Visit: https://t.co/eYe4OJqfBJ If you're building/writing/creating something useful let us know and we'll add it and feel free https://t.co/hrjeBKr6Wv In collaboration with $MSTR creators we're launching a free directory of useful content to serve as a starting point for #MSTR investor journeys. Visit: https://t.co/eYe4OJqfBJ If you're"  
[X Link](https://x.com/TheJesseMK/status/1853879090606112960)  2024-11-05T19:16Z [----] followers, [---] engagements


"@BenWerkman I bet those [----] holders convert and roll into new notes (hopefully at 0% again)"  
[X Link](https://x.com/TheJesseMK/status/1853909862285271420)  2024-11-05T21:18Z [----] followers, [---] engagements


"@CarolinaHODL21m So are you saying that more bets (in sheer quantity) are being placed on Kamala but a larger dollar amount of bets is moving to Trump"  
[X Link](https://x.com/TheJesseMK/status/1853919485398561090)  2024-11-05T21:57Z [----] followers, [--] engagements


"@BitPaine Cant believe were going to get our first fascist in the White House"  
[X Link](https://x.com/TheJesseMK/status/1854002340019454072)  2024-11-06T03:26Z [----] followers, [--] engagements


"New SEC chair incoming. Seeya Gary"  
[X Link](https://x.com/anyuser/status/1854005948840628689)  2024-11-06T03:40Z [----] followers, 48.1K engagements


"@nic__carter Imagine facing JD Vance in [--] years. Dude is going to win [---] electoral votes"  
[X Link](https://x.com/TheJesseMK/status/1854059896775606353)  2024-11-06T07:15Z [----] followers, [---] engagements


"This is an excellent explanation of the information asymmetry that is playing out. Decentralized networks and free markets (#Bitcoin @X @Polymarket podcasts) provide far more truth than centrally controlled legacy systems (Fed Treasury @CNN @nytimes pollsters). @balajis and @naval have written on this effect for some time. If the election outcome is as I expected it should cause the large minority of the country who supported @KamalaHarris and predicted her victory to begin to question their sources of truth. Half the country has believed that @X is filled with mis- and disinformation and"  
[X Link](https://x.com/TheJesseMK/status/1854224878750367883)  2024-11-06T18:10Z [----] followers, [---] engagements


"@BitPaine @elonmusk @realDonaldTrump @X I like it. Throw in an EO that requires folks to own BTC to qualify to vote in elections"  
[X Link](https://x.com/TheJesseMK/status/1854234648332894469)  2024-11-06T18:49Z [----] followers, [----] engagements


"@80IQmindset I think its possible. The idea haunts me more than a subdued bull market does. No more cheap corn. 😞"  
[X Link](https://x.com/TheJesseMK/status/1854257496216801631)  2024-11-06T20:20Z [----] followers, [---] engagements


"Life is a game of inches. #Bitcoin $MSTR"  
[X Link](https://x.com/TheJesseMK/status/1854290003993751583)  2024-11-06T22:29Z [----] followers, [---] engagements


"I took a closer look at the numbers in the "BITCOIN Act of 2024" the federal bill that would create a U.S. Strategic Bitcoin Reserve. The effect of the bill would be akin to adding multiple MicroStrategies worth of buying pressure to the market. (I lay out the numbers below.) Given recent election results I think its more likely than not that this Strategic Bitcoin Reserve will become a reality. @SenLummis introduced the BITCOIN Act in July [----]. The bill would do several things but principally it would obligate the government to buy 1M Bitcoins (almost 5% of the total BTC supply) over a"  
[X Link](https://x.com/anyuser/status/1854455187823538460)  2024-11-07T09:25Z [----] followers, 18.9K engagements


"@BitcoinVoter @Polymarket Yes. I'm placing a bet"  
[X Link](https://x.com/TheJesseMK/status/1854587003045810291)  2024-11-07T18:09Z [----] followers, [---] engagements


"@TheBTCTherapist @AtlantisPleb @realDonaldTrump That bet has an event end date of April [--]. Probabilities would change if its extended. Still its a good YES bet at 30% now"  
[X Link](https://x.com/TheJesseMK/status/1854694300434808839)  2024-11-08T01:15Z [----] followers, [----] engagements


"I almost forgot about "The National Popular Vote Compact"--an agreement among several states to cast their electoral votes in favor of the presidential candidate who wins the popular vote. If the Compact had gone into effect then Trump would have won [---] electoral votes to Kamala's [--] electoral votes. There may be a lesson in here about potential unintended consequences of changing the #Bitcoin code. https://youtu.be/OpGKvHlqU5Asi=87uNdwxJwsUEPFMK https://youtu.be/OpGKvHlqU5Asi=87uNdwxJwsUEPFMK"  
[X Link](https://x.com/TheJesseMK/status/1854922963759644973)  2024-11-08T16:24Z [----] followers, [---] engagements


"People will write essays on a subject before they actually read the source material. Bitcoiners need to learn to take the win. #Bitcoin @L0laL33tz Have you read the bill you're rallying opposition against Trump's plan just details securing the Bitcoin already held by the USA. There are several ideas on how to grow the reserve but nothing confirmed. Below is the language from the Lummis Bill https://t.co/Qoiz8PeYnJ @L0laL33tz Have you read the bill you're rallying opposition against Trump's plan just details securing the Bitcoin already held by the USA. There are several ideas on how to grow"  
[X Link](https://x.com/TheJesseMK/status/1854958510355906960)  2024-11-08T18:45Z [----] followers, [---] engagements


"@jonthensuddenly @BitcoinPierre @realDonaldTrump @JasonPLowery Can you explain his thesis"  
[X Link](https://x.com/TheJesseMK/status/1854963877064458409)  2024-11-08T19:07Z [----] followers, [--] engagements


"@Anders_ Well sweeten the dealno cap gains tax for residents and BTC as mandatory tender. Please"  
[X Link](https://x.com/TheJesseMK/status/1855055493896847703)  2024-11-09T01:11Z [----] followers, [--] engagements


"@realseand @MicroStrategy Is this satire"  
[X Link](https://x.com/TheJesseMK/status/1855176249846689981)  2024-11-09T09:11Z [----] followers, [--] engagements


"The assumptions are unrealistic IMO. Of course if BTC performs like the S&P and mNAV declines from today and remains there for [--] years then the issuance of additional shares at that market cap to buy BTC will be highly dilutive and will not produce the target BTC yield. But if you expect BTC to grow at 15%/yr you probably aren't buying MSTR--or BTC for that matter"  
[X Link](https://x.com/TheJesseMK/status/1855434167053664356)  2024-11-10T02:15Z [----] followers, [---] engagements


"@Adrian_R_Morris @MicroStrategy @BSerifsoy Yeah I dont think too much on BTC yield. Might be helpful to play with the spreadsheet"  
[X Link](https://x.com/TheJesseMK/status/1855441305264112057)  2024-11-10T02:44Z [----] followers, [---] engagements


"@BSerifsoy Funny as I suspect people will view this "crazy" scenario as more likely than the conservative case. Would you be willing to share the spreadsheet"  
[X Link](https://x.com/TheJesseMK/status/1855538201831829734)  2024-11-10T09:09Z [----] followers, [---] engagements


"@BSerifsoy @Adrian_R_Morris @MicroStrategy Interesting. I must be missing something in the factors at play"  
[X Link](https://x.com/TheJesseMK/status/1855547025699262587)  2024-11-10T09:44Z [----] followers, [--] engagements


"@Andre_Dragosch @HHorsley What variables go into the cryptoasset sentiment index"  
[X Link](https://x.com/TheJesseMK/status/1855873523245338939)  2024-11-11T07:21Z [----] followers, [--] engagements


"Interesting. Hes referring to returned Mt. Gox coins. @tysgillies on-chain movement suggests that not much has been sold people held on to their coins. @tysgillies on-chain movement suggests that not much has been sold people held on to their coins"  
[X Link](https://x.com/TheJesseMK/status/1855931805259780591)  2024-11-11T11:13Z [----] followers, [---] engagements


"Still in disbelief that Saylor built something that will cause the capital in every 401k to pour into the BTC network. Managed to overcome the inertia of the average saver/investor. @saylor @LaDoger21 We going https://t.co/bhx1ZCHVBn @saylor @LaDoger21 We going https://t.co/bhx1ZCHVBn"  
[X Link](https://x.com/TheJesseMK/status/1856122537425678394)  2024-11-11T23:51Z [----] followers, [--] engagements


"I live in the country. Lots of people have Starlink. Those that dont have it probably dont want @chamath piped into their living room. We dont need another federal program that assumes the government knows what people want. Cut the federal budget by $Ts then take a tiny fraction of this and find a company to give EVERY American internet access even in the most remote parts of America. All or none contract - bounded by time cost overruns borne by the company. Make America Great Again Cut the federal budget by $Ts then take a tiny fraction of this and find a company to give EVERY American"  
[X Link](https://x.com/TheJesseMK/status/1856470683787899351)  2024-11-12T22:54Z [----] followers, [---] engagements


"I wonder if Palantir ($PLTR) will put $BTC on its balance sheet. - Rare public company that is controlled by a few founders: Peter Thiel (along with Alex Karp and Steven Cohen) through their Class F shares have 50% ownership. Thiel and Cohen have been into BTC. Not sure on Karp. - My guess is Thiel being close to Vance and Elon will know if the Strategic BTC Reserve is coming. - $768M in cash on its balance sheet. What do you think https://x.com/BTC_Archive/status/1824733582516011025/video/1 https://x.com/BTC_Archive/status/1824733582516011025/video/1"  
[X Link](https://x.com/TheJesseMK/status/1856497182398132260)  2024-11-13T00:39Z [----] followers, [----] engagements


"I made a similar mistake @jimcraddock. Showed my wife BTC and MSTR's recent performance and now she's going out to buy new kitchen countertops. 🤦♂ WTF Folks A month ago at $65k I told my wife we could get a pool if #bitcoin hit $100k. WTF I don't want a pool during a bull market $MSTR WTF Folks A month ago at $65k I told my wife we could get a pool if #bitcoin hit $100k. WTF I don't want a pool during a bull market $MSTR"  
[X Link](https://x.com/anyuser/status/1856753814466171118)  2024-11-13T17:39Z [----] followers, [----] engagements


"@nakadai_mon I could certainly see options holders selling to close rather than exercising and shifting that capital into BTC as their savings account"  
[X Link](https://x.com/TheJesseMK/status/1856761702756532530)  2024-11-13T18:11Z [----] followers, [--] engagements


"@ActuallyClimber Subscribed Really appreciate your spreadsheets"  
[X Link](https://x.com/TheJesseMK/status/1857123969616523565)  2024-11-14T18:10Z [----] followers, [---] engagements


"Below is a list of the largest sovereign wealth funds and their assets. If each of these funds were to allocate 1-5% of their assets to $BTC how much would that increase the market cap and per BTC price BofA estimates each $1 invested into BTC results in a market cap increase of $118. But if we apply a more conservative multiple what are the results I expect it would increase the BTC price by hundreds of thousands of dollars on the low end. Can any of you quants out there run the numbers"  
[X Link](https://x.com/TheJesseMK/status/1857208754762403975)  2024-11-14T23:47Z [----] followers, [--] engagements


"Imagine thinking that a portion of your assets is in fact the governments property; and the removal of taxes on that property is a transfer of the governments property to you. A Bitcoin Strategic Reserve is a transfer of wealth from the U.S. government to holders of BTC. No capital gains taxes on crypto is a transfer of wealth from the U.S. government to holders of crypto. These are the priorities of profiteers not entrepreneurs. A Bitcoin Strategic Reserve is a transfer of wealth from the U.S. government to holders of BTC. No capital gains taxes on crypto is a transfer of wealth from the"  
[X Link](https://x.com/TheJesseMK/status/1857232317951148448)  2024-11-15T01:21Z [----] followers, [---] engagements


"I don't think the idea raised by @nicoffx of $MSTR paying a #Bitcoin dividend in the future is improbable. As a Delaware corporation MSTR is permitted to pay dividends in cash property or shares of capital stock of the company.The Delaware statute permits MSTR to issue an "in-kind" dividend of Bitcoin to its shareholders.I could see a scenario in which MSTR pays a one-time or annual BTC dividend depending on the company's BTC Yield. From a high level BTC is borrowing capital at close to 0% and conducting ATM offerings and buying BTC with the proceeds which then appreciates. The process"  
[X Link](https://x.com/anyuser/status/1857488646624129236)  2024-11-15T18:19Z [----] followers, 18.2K engagements


"@Adrian_R_Morris @dgt10011 @saylor @Excellion @APompliano Nice chart"  
[X Link](https://x.com/TheJesseMK/status/1857539484029694178)  2024-11-15T21:41Z [----] followers, [---] engagements


"@dotkrueger is right here. Whatever company manages to unlock the locked capital in BTC to allow people to hodl while paying expenses buying homes etc. will be a massive winner. There may be one particular company that is well-positioned. Lending against Bitcoin is the future of the entire financial system. (Until we hit hyperbitcoinization) Lending against Bitcoin is the future of the entire financial system. (Until we hit hyperbitcoinization)"  
[X Link](https://x.com/TheJesseMK/status/1857969522948583605)  2024-11-17T02:10Z [----] followers, [----] engagements


"@Shawn_OwenJ @dotkrueger @SALTLending Does SALT (or one of its partners) hold your BTC; or is it in a multi-sig vault; or something else"  
[X Link](https://x.com/TheJesseMK/status/1857987293371682906)  2024-11-17T03:21Z [----] followers, [--] engagements


"@renepickhardt @brian_trollz I disagree with this persons decision but there are several reasons why MSTRs price/market cap is where it is. If youre curious the Q3 earnings presentation or Saylors recent Cantor speech are worth watching"  
[X Link](https://x.com/TheJesseMK/status/1858034716735320156)  2024-11-17T06:29Z [----] followers, [---] engagements


"@BenWerkman @PunterJeff @saylor Interesting thoughts guys. Would also be interesting if those companies above MSTR in the NQ100 keep dropping in price over the next couple weeks. Several of them dipped at the end of last week (CSX WDAY DASH). Probably too much to ask for"  
[X Link](https://x.com/TheJesseMK/status/1858063379715219946)  2024-11-17T08:23Z [----] followers, [----] engagements


"I have the opposite feeling of @_Checkmatey_. I'm happy that $BTC is moving from hands that sell when price goes up/down to $MSTR which never plans to sell. The result is stronger price consolidation. Equal an opposite. For every buyer there are sellers. A bunch of existing #Bitcoin holders just sold at least [-----] $BTC As breathtaking as it is I admit that I'd like to see an entity that isn't Saylor on the bid side. Increasingly feeling my gut disliking this situation. Equal an opposite. For every buyer there are sellers. A bunch of existing #Bitcoin holders just sold at least [-----] $BTC As"  
[X Link](https://x.com/anyuser/status/1858584411106914522)  2024-11-18T18:53Z [----] followers, [----] engagements


"@rclaassen @dotkrueger @rajatsonifnance Thanks. They havent issued these notes yet so the indentures arent yet available on Edgar. So I assume youre speaking to prior conversion premiums and terms"  
[X Link](https://x.com/TheJesseMK/status/1858715704507462028)  2024-11-19T03:35Z [----] followers, [--] engagements


"Share dilution (increasing the o/s shares) is not value dilution (decreasing the relative value of each o/s share). They can convert notes and the process is accretive on a BTC per share basis (the BTC Yield) because they used the proceeds from the original issuances of debt to exchange cheap fiat for valuable BTC that appreciates. The process would indeed be dilutive in a conventional sense if they didnt convert the proceeds to BTC"  
[X Link](https://x.com/TheJesseMK/status/1858718669368684919)  2024-11-19T03:47Z [----] followers, [--] engagements


"Applies to what $MSTR is doing. Brilliant observation by Mencius Moldbug in April [----] with one #bitcoin trading below one dollar: "If Bitcoin becomes the new monetary system you are essentially buying Manhattan for a quarter. . The currency derives an initial value from this probability." https://t.co/zhhog37M5d Brilliant observation by Mencius Moldbug in April [----] with one #bitcoin trading below one dollar: "If Bitcoin becomes the new monetary system you are essentially buying Manhattan for a quarter. . The currency derives an initial value from this probability." https://t.co/zhhog37M5d"  
[X Link](https://x.com/TheJesseMK/status/1858722511250428194)  2024-11-19T04:02Z [----] followers, [---] engagements


"@rclaassen Sounds good. Please let us know if you do place the trade. You might look at Kerrisdale Capital. They made a similar trade: long BTC/short MSTR"  
[X Link](https://x.com/TheJesseMK/status/1858723981517615467)  2024-11-19T04:08Z [----] followers, [--] engagements


"@rclaassen Or perhaps trading as if the underlying asset BTC is undervalued. What do you think"  
[X Link](https://x.com/TheJesseMK/status/1858725325125169401)  2024-11-19T04:13Z [----] followers, [--] engagements


"A thought exercise for those who believe that $MSTRs ability to borrow billions at 0% has no value and should not be reflected in the stock price: Company A can buy $1B in $BTC today. It has stock price X today. Company B can go back in time [--] years buy $1B in BTC via an unsecured loan that has a 0% coupon. It has stock price Y today. In what realm does X = Y"  
[X Link](https://x.com/TheJesseMK/status/1858929353259970936)  2024-11-19T17:44Z [----] followers, [----] engagements


"Cant wait for $MSTR to become larger than $MSFT"  
[X Link](https://x.com/TheJesseMK/status/1859027675341615159)  2024-11-20T00:15Z [----] followers, [----] engagements


"@CitizenBitcoin @saylor @Breedlove22 @natbrunell Haha fortunately it will be a recorded video"  
[X Link](https://x.com/TheJesseMK/status/1859027973355274677)  2024-11-20T00:16Z [----] followers, [---] engagements


"The latest sale by $MSTR of Class A shares pushed @saylor's voting power under 50%. I dont think this poses a risk to the company's BTC strategy for a few reasons laid out below. And it has one positive effect on 'key man' risk. The potential threat to $MSTR's BTC strategy would come from activist shareholders trying to effect change both through obtaining a Board seat (including proposing a competing slate of directors for election) or directly lobbying shareholders for a change in the operations of the business. [--]. In the case of publicly held companies with a broad shareholder base a"  
[X Link](https://x.com/TheJesseMK/status/1859040249663680542)  2024-11-20T01:05Z [----] followers, [---] engagements


"@MattWalshInBos My thoughts below on Saylor's voting control dropping below 50%. I didn't address your NAV point specifically but do address activists generally. https://x.com/TheJesseMK/status/1859040249663680542 https://x.com/TheJesseMK/status/1859040249663680542"  
[X Link](https://x.com/TheJesseMK/status/1859040946362740898)  2024-11-20T01:07Z [----] followers, [----] engagements


"@alanknit @Excellion The shareholders of MSTR would never vote in favor of the sale. Itll be worth more than $150B next week 😂"  
[X Link](https://x.com/TheJesseMK/status/1859046177620287811)  2024-11-20T01:28Z [----] followers, [--] engagements


"@saylor should just send this video for his Microsoft presentation"  
[X Link](https://x.com/anyuser/status/1859050497250128213)  2024-11-20T01:45Z [----] followers, 18.4K engagements


"@BTCBreadMan Definitely. Everyone should calculate premium to NAV but swap out $500k or $1M or $10M for the current BTC price. Then the share price relative to assets looks quite cheap"  
[X Link](https://x.com/TheJesseMK/status/1859083343184490568)  2024-11-20T03:56Z [----] followers, [---] engagements


"@BitcoinPierre @thepowerfulHRV Just wait for the negative rate bond 🤯"  
[X Link](https://x.com/TheJesseMK/status/1859097576886489446)  2024-11-20T04:52Z [----] followers, [----] engagements


"@operationdanish In your tweet replace MSTR with any company and replace BTC with factories. And youll see this is a hyper-accelerated capital raise and deployment of capital. BTC is just a better use of that capital than factories and the market agrees"  
[X Link](https://x.com/TheJesseMK/status/1859351382891037172)  2024-11-20T21:41Z [----] followers, [----] engagements


"Positive psychological effect of $MSTR: it keeps bitcoiners unsatisfied and unimpressed with their gains. (Look at the sentiment at $98k and 46% monthly gains) That keeps us all properly hodling our $BTC rather than selling"  
[X Link](https://x.com/TheJesseMK/status/1859664093994680690)  2024-11-21T18:24Z [----] followers, [----] engagements


"@BTCBreadMan Class of 2023/2024 has had it so easy"  
[X Link](https://x.com/TheJesseMK/status/1859694208522780875)  2024-11-21T20:23Z [----] followers, [---] engagements


"@Jonas1978x @adfragen @operationdanish Indeed. Which is why so many struggle to value MSTR"  
[X Link](https://x.com/TheJesseMK/status/1859732627261165694)  2024-11-21T22:56Z [----] followers, [--] engagements


"@TimKotzman and I had the chance to speak with the folks behind the #Microsoft #Bitcoin Shareholder Proposal. I think bitcoiners will find it interesting to get a behind-the-scenes look at the process. Enjoy I was joined by co-host Jesse Kobernick today. We had the pleasure of speaking with Ethan Peck and Scott Shepard of the Free Enterprise Project at the National Center for Public Policy. We discussed Ethan's introduction of the Microsoft $MSFT #Bitcoin Shareholder Proposal https://t.co/iY1VjWuDLB I was joined by co-host Jesse Kobernick today. We had the pleasure of speaking with Ethan Peck"  
[X Link](https://x.com/TheJesseMK/status/1859751980530536729)  2024-11-22T00:13Z [----] followers, 16.2K engagements


"@coryklippsten @americanhodl8 these are the guys who brought the MSFT BTC shareholder proposal. They mention a couple times that a shareholder lawsuit could be brought against a Board for breach of fiduciary duties for failing to assess/adopt BTC--if an OG bitcoiner might be interested in financing the derivative claim. Wanted to pass this along in case you think there's a way to go about garnering support and pursuing this"  
[X Link](https://x.com/TheJesseMK/status/1859815171537109168)  2024-11-22T04:24Z [----] followers, [---] engagements


"The US government doesnt even need to purchase bitcoinonce they transfer the 200k+ seized bitcoin to the Strategic Reserve it will set off a global arms race. The moment the US government purchases [--] bitcoin it will set off a global arms race. The moment the US government purchases [--] bitcoin it will set off a global arms race"  
[X Link](https://x.com/TheJesseMK/status/1860545210822111662)  2024-11-24T04:45Z [----] followers, [---] engagements


"@PauloMacro @The_Airmass Can you at least try to articulate an argument Or does it boil down to: SBF did interview scammer; Saylor did interview that I no like ponzi"  
[X Link](https://x.com/TheJesseMK/status/1860552876290113650)  2024-11-24T05:15Z [----] followers, [----] engagements


"Really interesting analysis from @PunterJeff and @Danny85732 on how much bitcoin $MSTR may purchase in the near term. $MSTR True North - Jeff / Dan & Grain - 11/22/24 Analysis https://t.co/BiWSKGJhzk $MSTR True North - Jeff / Dan & Grain - 11/22/24 Analysis https://t.co/BiWSKGJhzk"  
[X Link](https://x.com/TheJesseMK/status/1860730985362657479)  2024-11-24T17:03Z [----] followers, [----] engagements


"@ActuallyClimber @BTCBullRider Wow this explains what might have happened to me last week. @BTCBullRider I had a similar issue where I couldn't post to the Irresponsibly Long group"  
[X Link](https://x.com/TheJesseMK/status/1860733229516681291)  2024-11-24T17:12Z [----] followers, [--] engagements


"@americanhodl8 Jokes on them. "Tops" don't matter if you never sell your BTC"  
[X Link](https://x.com/TheJesseMK/status/1860734039050854738)  2024-11-24T17:15Z [----] followers, [---] engagements


"This is a big deal: Tether and Cantor Fitzgerald facilitating BTC-collateralized loans. BTC-backed loans are inevitable given that BTC is perfect collateral. This relationship may accelerate that development. https://www.bnnbloomberg.ca/business/company-news/2024/11/24/lutnicks-cantor-in-talks-with-tether-about-2-billion-bitcoin-lending-project/ https://www.bnnbloomberg.ca/business/company-news/2024/11/24/lutnicks-cantor-in-talks-with-tether-about-2-billion-bitcoin-lending-project/"  
[X Link](https://x.com/anyuser/status/1860744103094624409)  2024-11-24T17:55Z [----] followers, 18.2K engagements


"I'd love to meet someone who holds BTC and MSTR and doesn't still feel FOMO. That dude could make a killing teaching us his ways"  
[X Link](https://x.com/TheJesseMK/status/1860747281580102046)  2024-11-24T18:08Z [----] followers, [----] engagements


"@greyparacelsus @ryQuant @KerrieKindOne @Z06Z07 @VetteVector @PunterJeff @BritishHodl I havent seen anything on this. I suspect its part of the lawfare that the Biden administrations SEC has pursued with all things crypto. Does your friend have access to anything else from that source Disclosure Insight"  
[X Link](https://x.com/TheJesseMK/status/1860873540448493615)  2024-11-25T02:30Z [----] followers, [---] engagements


"@ActuallyClimber I understand where youre coming from but people also need to ignore stuff and curate their experience. I never tune in to certain spaces and mute plenty of people. That includes muting bullish folks who are directionally right but post too much hyperbolic or inaccurate stuff"  
[X Link](https://x.com/TheJesseMK/status/1860890945983811587)  2024-11-25T03:39Z [----] followers, [---] engagements

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