[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @PunterJeff Jeff Walton Jeff Walton, also known as Michael Saylor, is making significant strides with his company, MicroStrategy ($MSTR). He recently gave a keynote presentation at Bitcoin Asia 2025, discussing the digital transformation of risk and the concept of digital credit. His company is also making progress, ranking as the 154th largest US company by market capitalization and consistently qualifying for the S&P XXX. ### Engagements: XXXXXX [#](/creator/twitter::500601961/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +23% - X Months XXXXXXXXXX -XX% - X Year XXXXXXXXXX +115% ### Mentions: XX [#](/creator/twitter::500601961/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXXXX -XX% - X Year XXXXX +3.90% ### Followers: XXXXXX [#](/creator/twitter::500601961/followers)  - X Week XXXXXX +0.22% - X Month XXXXXX +1.20% - X Months XXXXXX +13% - X Year XXXXXX +88% ### CreatorRank: XXXXXXX [#](/creator/twitter::500601961/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) #577 [finance](/list/finance) #6192 [automotive brands](/list/automotive-brands) XXXX% [exchanges](/list/exchanges) XXXX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$mstr](/topic/$mstr) #47, [bitcoin](/topic/bitcoin) #302, [market cap](/topic/market-cap) #40, [tracking](/topic/tracking) #209, [mstr](/topic/mstr) #91, [digital realty trust](/topic/digital-realty-trust) #1, [ford](/topic/ford) #1955, [what is](/topic/what-is) 4.55%, [$asst](/topic/$asst) #135, [$sata](/topic/$sata) #2 **Top accounts mentioned or mentioned by** [@bitcoinforcorps](/creator/undefined) [@hurdleratepod](/creator/undefined) [@_j64_](/creator/undefined) [@bramk](/creator/undefined) [@colemacro](/creator/undefined) [@truenorthclips](/creator/undefined) [@z06z07](/creator/undefined) [@saylor](/creator/undefined) [@roaringragnar](/creator/undefined) [@lowstrife](/creator/undefined) [@pkcph123](/creator/undefined) [@hurdlerateclips](/creator/undefined) [@naturesky287](/creator/undefined) [@junkrat1337](/creator/undefined) [@docstacks](/creator/undefined) [@thenarratorbtc](/creator/undefined) [@smithsonbrennan](/creator/undefined) [@btcconcigliere](/creator/undefined) [@strategy](/creator/undefined) [@excellion](/creator/undefined) **Top assets mentioned** [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [Digital Realty Trust Inc (DLR)](/topic/digital-realty-trust) [Strive, Inc. (ASST)](/topic/$asst) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [Strike (STRK)](/topic/$strk) [Msci Inc (MSCI)](/topic/$msci) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Public Storage (PSA)](/topic/public-storage) ### Top Social Posts Top posts by engagements in the last XX hours "True North Episode XX - "2026 the year of digital credit"" [X Link](https://x.com/PunterJeff/status/1988804881805975592) 2025-11-13T03:03Z 57K followers, 222K engagements "MSCI is a New York based pubco ( $MSCI) with $5.3B in assets on its balance sheet. XX% ($3.7B) of MSCI's assets are classified as intangible (goodwill and other intangible assets). At the same time MSCI is proposing to exclude companies whose digital asset holdings represent XX% or more of its total assets from the MSCI Global Investable Market Indexes. Ironic that the intangible digital assets being targeted are exponentially more liquid observable and tradeable than goodwill and other legacy intangibles sitting on the rest of the worlds balance sheets. We need to continue educating the" [X Link](https://x.com/PunterJeff/status/1993111817552617660) 2025-11-25T00:17Z 57K followers, 348.8K engagements "@PeterSchiff @saylor Consider this: Insurance companies pay claims from the pool of premiums they collect not by selling the assets held on their balance sheets. Insurance companies Ponzi schemes" [X Link](https://x.com/PunterJeff/status/1995218893028360320) 2025-11-30T19:50Z 57K followers, 25.9K engagements "Strategy tracking day day XXX $MSTR now ranked 203rd largest US company by market cap Jumped X companies today. No joke behind a company called Digital Realty Trust. Ill take Digital Manhattan any day of the week. Day XXX in a row qualifying for the S&P XXX 14th largest publicly traded equity by volume" [X Link](https://x.com/PunterJeff/status/1996052938331230383) 2025-12-03T03:04Z 57K followers, 66.5K engagements "The Semler $SMLR meeting to vote and approve the acquisition by Strive $ASST will be held on January 13th 2026. See the thread below for the full filing with additional information" [X Link](https://x.com/PunterJeff/status/1996566794828747068) 2025-12-04T13:06Z 57K followers, 45.9K engagements "SATA is now available on Robinhood. $SATA" [X Link](https://x.com/PunterJeff/status/1996678056866730227) 2025-12-04T20:28Z 57K followers, 78K engagements "@lowstrife Pretty clear if you read the recent S&P Issuer Credit Rating report" [X Link](https://x.com/PunterJeff/status/1995746889535554016) 2025-12-02T06:48Z 57K followers, 5999 engagements "@AdamBLiv HI BILLY MAYS HERE AND HAVE I GOT NEWS FOR YOU RISK THATS RIGHT *RISK* IS MISPRICED GLOBALLY" [X Link](https://x.com/PunterJeff/status/1996661772343037975) 2025-12-04T19:23Z 57K followers, 5810 engagements "$14 B is a lot to wrap your head around. Thats $100M XXX times In a single quarter" [X Link](https://x.com/PunterJeff/status/1942196528552259766) 2025-07-07T12:18Z 57K followers, 82.9K engagements "Why have Bitcoin treasury co's like Strategy $MSTR and Strive $ASST shifted toward Perpetual Preferred Equity We believe Perpetual Preferred Equity is a structurally superior form of amplification for a LONG DURATION asset like Bitcoin $SATA $STRF $STRC $STRE $STRK $STRD" [X Link](https://x.com/PunterJeff/status/1987924529784484217) 2025-11-10T16:45Z 57K followers, 219.9K engagements "@BitcoinPierre You can replace the words digital asset in the highlighted sentence with ANY other commodity and this would be a ludicrous statement to make from an index fund manager. (Oil Real Estate Gold Silver Copper equities Wheat Corn Soybeans)" [X Link](https://x.com/PunterJeff/status/1993118554091303015) 2025-11-25T00:44Z 57K followers, 4673 engagements "Strategy tracking day XXX $MSTR now ranked 207th largest US equity by market cap Jumped X companies today. Behind the incredibly well known L3Harris Technologies Inc. Day XXX in a row qualifying for the S&P XXX 17th largest publicly traded equity by volume" [X Link](https://x.com/PunterJeff/status/1993192707142172792) 2025-11-25T05:39Z 57K followers, 46.7K engagements "Strategy tracking day XXX $MSTR now ranked 213th largest US equity by market cap Jumped X companies today. $MSTR is currently valued less than $F Ford. With BTC at $90k it would take XXXX years of Ford contributing XXX% of their net income to Bitcoin (without the price moving at all) to amass the same quantity of BTC as $MSTR. BTC Risk appears mispriced with the backdrop of the rest of the equity market. Day XXX in a row qualifying for S&P XXX 16th largest publicly traded equity by volume" [X Link](https://x.com/PunterJeff/status/1993845069359796602) 2025-11-27T00:51Z 57K followers, 49.4K engagements "Sentiment on $MSTR feels eerily similar to Feb of 2024. Bears dunking on performance relative to BTC while the fundamentals were improving. Feel like @HermesLux and @Excellion sum it up well here. Strategy is very likely the most solvent company on the planet with the longest potential lifespan of ANY company on the planet yet Crypto Twitter bears feel like theyre dancing on graves expecting an implosion The cognitive dissonance is mind boggling. Perhaps the pure inverse of Nov 21st 2024 when the bulls were dunking" [X Link](https://x.com/PunterJeff/status/1995663792928424032) 2025-12-02T01:18Z 57K followers, 32.5K engagements "Thoughts Re: $MSTR 🧵 X sentiment Institutional sentiment A cash reserve: X. Opens material capital doors X. Meaningfully reduces the risk profile of the preferred equity X. Provides more calculable certainty on common equity A XX year capital fortress will likely outlive XX% of the people on this app (assumes X% BTC appreciation) BTC is energy money you cant legislate more energy. Strategy has 12x more energy money than the next largest pubco. Its now the rating agencies chess move. By default capital adequacy has improved from ZERO to greater than XX months of coverage in X weeks. The" [X Link](https://x.com/PunterJeff/status/1995744513407812037) 2025-12-02T06:39Z 57K followers, 38.2K engagements "What is the value of a company: X. Holding $XX Billion: X. Growing at XX% a year X. Providing novel products to a total addressable market in the hundreds of Trillions X. With a 12x moat compared to the next closest company . Probably Higher🟩👆 than $XX Billion" [X Link](https://x.com/PunterJeff/status/1996073989001928716) 2025-12-03T04:28Z 57K followers, 55.3K engagements "Strategy tracking day XXX $MSTR now ranked 198th largest US company by market cap Fell three companies today Day XXX in a row qualifying for the S&P XXX 22nd largest publicly traded equity by volume" [X Link](https://x.com/PunterJeff/status/1996795218457473338) 2025-12-05T04:14Z 57K followers, 43.2K engagements "We believe in: X. Both Bitcoin and passive investing. X. Bitcoin will remain a critical part of the global financial system X. Neutral lowcost index funds are still the best way for most investors to access public equities. These beliefs are compatible. @ColeMacro" [X Link](https://x.com/PunterJeff/status/1997001847568031930) 2025-12-05T17:55Z 57K followers, 23.8K engagements "Strategy tracking day XXX $MSTR now ranked 203rd largest US company by market cap Fell X companies today Day XXX in a row qualifying for the S&P XXX 19th largest publicly traded equity by volume" [X Link](https://x.com/PunterJeff/status/1997090535321096230) 2025-12-05T23:47Z 57K followers, 34.3K engagements "Bitcoin solves the Millennials dilemma. "Where do I put my money" Real estate - too expensive S&P XXX - XX% of the co's don't make money Bonds - lol never Mag X - sure but I wish I could have bought when I was born AI - "What if I don't guess right" Bitcoin is IT" [X Link](https://x.com/PunterJeff/status/1997898236296917386) 2025-12-08T05:17Z 57K followers, 48.3K engagements "Strive Abu Dhabi Happy Hour Today December 8th 5:30pm - 6:30pm XX Degrees Bar at Andaz (18th floor) Lets chat Digital Credit & Amplified Bitcoin" [X Link](https://x.com/PunterJeff/status/1997975378951012812) 2025-12-08T10:23Z 57K followers, 34K engagements "Strategy tracking day XXX $MSTR now ranked 196th largest US company by market cap Jumped X companies today. Green in a sea of Red Day XXX in a row qualifying for the S&P XXX 22nd largest publicly traded equity by volume" [X Link](https://x.com/PunterJeff/status/1998224755032506540) 2025-12-09T02:54Z 57K followers, 14.1K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@PunterJeff Jeff WaltonJeff Walton, also known as Michael Saylor, is making significant strides with his company, MicroStrategy ($MSTR). He recently gave a keynote presentation at Bitcoin Asia 2025, discussing the digital transformation of risk and the concept of digital credit. His company is also making progress, ranking as the 154th largest US company by market capitalization and consistently qualifying for the S&P XXX.
Social category influence stocks XXXXX% cryptocurrencies #577 finance #6192 automotive brands XXXX% exchanges XXXX% social networks XXXX% technology brands XXXX%
Social topic influence $mstr #47, bitcoin #302, market cap #40, tracking #209, mstr #91, digital realty trust #1, ford #1955, what is 4.55%, $asst #135, $sata #2
Top accounts mentioned or mentioned by @bitcoinforcorps @hurdleratepod @j64 @bramk @colemacro @truenorthclips @z06z07 @saylor @roaringragnar @lowstrife @pkcph123 @hurdlerateclips @naturesky287 @junkrat1337 @docstacks @thenarratorbtc @smithsonbrennan @btcconcigliere @strategy @excellion
Top assets mentioned Strategy (MSTR) Bitcoin (BTC) Digital Realty Trust Inc (DLR) Strive, Inc. (ASST) Strategy Incorporated (STRF) Stride (STRD) Strike (STRK) Msci Inc (MSCI) Semler Scientific, Inc. (SMLR) Robinhood Markets, Inc. (HOOD) Public Storage (PSA)
Top posts by engagements in the last XX hours
"True North Episode XX - "2026 the year of digital credit""
X Link 2025-11-13T03:03Z 57K followers, 222K engagements
"MSCI is a New York based pubco ( $MSCI) with $5.3B in assets on its balance sheet. XX% ($3.7B) of MSCI's assets are classified as intangible (goodwill and other intangible assets). At the same time MSCI is proposing to exclude companies whose digital asset holdings represent XX% or more of its total assets from the MSCI Global Investable Market Indexes. Ironic that the intangible digital assets being targeted are exponentially more liquid observable and tradeable than goodwill and other legacy intangibles sitting on the rest of the worlds balance sheets. We need to continue educating the"
X Link 2025-11-25T00:17Z 57K followers, 348.8K engagements
"@PeterSchiff @saylor Consider this: Insurance companies pay claims from the pool of premiums they collect not by selling the assets held on their balance sheets. Insurance companies Ponzi schemes"
X Link 2025-11-30T19:50Z 57K followers, 25.9K engagements
"Strategy tracking day day XXX $MSTR now ranked 203rd largest US company by market cap Jumped X companies today. No joke behind a company called Digital Realty Trust. Ill take Digital Manhattan any day of the week. Day XXX in a row qualifying for the S&P XXX 14th largest publicly traded equity by volume"
X Link 2025-12-03T03:04Z 57K followers, 66.5K engagements
"The Semler $SMLR meeting to vote and approve the acquisition by Strive $ASST will be held on January 13th 2026. See the thread below for the full filing with additional information"
X Link 2025-12-04T13:06Z 57K followers, 45.9K engagements
"SATA is now available on Robinhood. $SATA"
X Link 2025-12-04T20:28Z 57K followers, 78K engagements
"@lowstrife Pretty clear if you read the recent S&P Issuer Credit Rating report"
X Link 2025-12-02T06:48Z 57K followers, 5999 engagements
"@AdamBLiv HI BILLY MAYS HERE AND HAVE I GOT NEWS FOR YOU RISK THATS RIGHT RISK IS MISPRICED GLOBALLY"
X Link 2025-12-04T19:23Z 57K followers, 5810 engagements
"$14 B is a lot to wrap your head around. Thats $100M XXX times In a single quarter"
X Link 2025-07-07T12:18Z 57K followers, 82.9K engagements
"Why have Bitcoin treasury co's like Strategy $MSTR and Strive $ASST shifted toward Perpetual Preferred Equity We believe Perpetual Preferred Equity is a structurally superior form of amplification for a LONG DURATION asset like Bitcoin $SATA $STRF $STRC $STRE $STRK $STRD"
X Link 2025-11-10T16:45Z 57K followers, 219.9K engagements
"@BitcoinPierre You can replace the words digital asset in the highlighted sentence with ANY other commodity and this would be a ludicrous statement to make from an index fund manager. (Oil Real Estate Gold Silver Copper equities Wheat Corn Soybeans)"
X Link 2025-11-25T00:44Z 57K followers, 4673 engagements
"Strategy tracking day XXX $MSTR now ranked 207th largest US equity by market cap Jumped X companies today. Behind the incredibly well known L3Harris Technologies Inc. Day XXX in a row qualifying for the S&P XXX 17th largest publicly traded equity by volume"
X Link 2025-11-25T05:39Z 57K followers, 46.7K engagements
"Strategy tracking day XXX $MSTR now ranked 213th largest US equity by market cap Jumped X companies today. $MSTR is currently valued less than $F Ford. With BTC at $90k it would take XXXX years of Ford contributing XXX% of their net income to Bitcoin (without the price moving at all) to amass the same quantity of BTC as $MSTR. BTC Risk appears mispriced with the backdrop of the rest of the equity market. Day XXX in a row qualifying for S&P XXX 16th largest publicly traded equity by volume"
X Link 2025-11-27T00:51Z 57K followers, 49.4K engagements
"Sentiment on $MSTR feels eerily similar to Feb of 2024. Bears dunking on performance relative to BTC while the fundamentals were improving. Feel like @HermesLux and @Excellion sum it up well here. Strategy is very likely the most solvent company on the planet with the longest potential lifespan of ANY company on the planet yet Crypto Twitter bears feel like theyre dancing on graves expecting an implosion The cognitive dissonance is mind boggling. Perhaps the pure inverse of Nov 21st 2024 when the bulls were dunking"
X Link 2025-12-02T01:18Z 57K followers, 32.5K engagements
"Thoughts Re: $MSTR 🧵 X sentiment Institutional sentiment A cash reserve: X. Opens material capital doors X. Meaningfully reduces the risk profile of the preferred equity X. Provides more calculable certainty on common equity A XX year capital fortress will likely outlive XX% of the people on this app (assumes X% BTC appreciation) BTC is energy money you cant legislate more energy. Strategy has 12x more energy money than the next largest pubco. Its now the rating agencies chess move. By default capital adequacy has improved from ZERO to greater than XX months of coverage in X weeks. The"
X Link 2025-12-02T06:39Z 57K followers, 38.2K engagements
"What is the value of a company: X. Holding $XX Billion: X. Growing at XX% a year X. Providing novel products to a total addressable market in the hundreds of Trillions X. With a 12x moat compared to the next closest company . Probably Higher🟩👆 than $XX Billion"
X Link 2025-12-03T04:28Z 57K followers, 55.3K engagements
"Strategy tracking day XXX $MSTR now ranked 198th largest US company by market cap Fell three companies today Day XXX in a row qualifying for the S&P XXX 22nd largest publicly traded equity by volume"
X Link 2025-12-05T04:14Z 57K followers, 43.2K engagements
"We believe in: X. Both Bitcoin and passive investing. X. Bitcoin will remain a critical part of the global financial system X. Neutral lowcost index funds are still the best way for most investors to access public equities. These beliefs are compatible. @ColeMacro"
X Link 2025-12-05T17:55Z 57K followers, 23.8K engagements
"Strategy tracking day XXX $MSTR now ranked 203rd largest US company by market cap Fell X companies today Day XXX in a row qualifying for the S&P XXX 19th largest publicly traded equity by volume"
X Link 2025-12-05T23:47Z 57K followers, 34.3K engagements
"Bitcoin solves the Millennials dilemma. "Where do I put my money" Real estate - too expensive S&P XXX - XX% of the co's don't make money Bonds - lol never Mag X - sure but I wish I could have bought when I was born AI - "What if I don't guess right" Bitcoin is IT"
X Link 2025-12-08T05:17Z 57K followers, 48.3K engagements
"Strive Abu Dhabi Happy Hour Today December 8th 5:30pm - 6:30pm XX Degrees Bar at Andaz (18th floor) Lets chat Digital Credit & Amplified Bitcoin"
X Link 2025-12-08T10:23Z 57K followers, 34K engagements
"Strategy tracking day XXX $MSTR now ranked 196th largest US company by market cap Jumped X companies today. Green in a sea of Red Day XXX in a row qualifying for the S&P XXX 22nd largest publicly traded equity by volume"
X Link 2025-12-09T02:54Z 57K followers, 14.1K engagements
/creator/twitter::PunterJeff