# ![@PunterJeff Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::500601961.png) @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 [---].

### Engagements: [------] [#](/creator/twitter::500601961/interactions)
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- [--] Week [-------] -45%
- [--] Month [---------] +11%
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- [--] Year [----------] +16%

### Mentions: [--] [#](/creator/twitter::500601961/posts_active)
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- [--] Week [--] -9.20%
- [--] Month [---] +30%
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### Followers: [------] [#](/creator/twitter::500601961/followers)
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- [--] Week [------] +0.21%
- [--] Month [------] +0.93%
- [--] Months [------] +5.80%
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### CreatorRank: [-------] [#](/creator/twitter::500601961/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::500601961/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #802 [stocks](/list/stocks)  #3510 [finance](/list/finance)  #4552 [technology brands](/list/technology-brands)  7.52% [currencies](/list/currencies)  #795 [automotive brands](/list/automotive-brands)  4.51% [exchanges](/list/exchanges)  #3138 [financial services](/list/financial-services)  0.75% [social networks](/list/social-networks)  0.75% [celebrities](/list/celebrities)  0.75%

**Social topic influence**
[bitcoin](/topic/bitcoin) #389, [$mstr](/topic/$mstr) #94, [mstr](/topic/mstr) #183, [market cap](/topic/market-cap) #13, [balance sheet](/topic/balance-sheet) #1211, [market](/topic/market) #726, [dividend](/topic/dividend) #16, [debt](/topic/debt) #133, [$asst](/topic/$asst) #5, [$strf](/topic/$strf) 5.26%

**Top accounts mentioned or mentioned by**
[@hurdleratepod](/creator/undefined) [@bitcoinforcorps](/creator/undefined) [@rascal10131698](/creator/undefined) [@colemacro](/creator/undefined) [@bleighky](/creator/undefined) [@saylor](/creator/undefined) [@grok](/creator/undefined) [@fartiefrenchie](/creator/undefined) [@hillerydan](/creator/undefined) [@strategy](/creator/undefined) [@z06z07](/creator/undefined) [@kblackrock92](/creator/undefined) [@danainhawaii](/creator/undefined) [@basedmanchild](/creator/undefined) [@truenorthclips](/creator/undefined) [@dividendguy67](/creator/undefined) [@strive](/creator/undefined) [@hamjam47](/creator/undefined) [@kevinlhr88](/creator/undefined) [@werkman](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Asset Entities Inc. (ASST)](/topic/$asst) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [Public Storage (PSA)](/topic/public-storage) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Msci Inc (MSCI)](/topic/msci-inc) [iShares BTC Trust (IBIT)](/topic/$ibit) [Sherwin-Williams Co (SHW)](/topic/$shw) [Datadog Inc (DDOG)](/topic/$ddog) [Digital Realty Trust Inc (DLR)](/topic/digital-realty-trust) [Metaplex (MPLX)](/topic/$mplx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@hodlonaut Im a Bitcoiner and want NGU but dont think others should invest in $MSTR even though theyre onboarding the entire traditional finance ecosystem onto a Bitcoin standard 🤢"  
[X Link](https://x.com/PunterJeff/status/1859366610429174206)  2024-11-20T22:41Z 57.8K followers, [----] engagements


"Strategy tracking day [---] $MSTR now ranked 153rd largest US company by market cap. Jumped [--] company today. Monster Beverage. Brawndo has what plants crave Day [--] in a row qualifying for the S&P [---] 18th largest publicly traded equity by volume Ramen for dinner this weekend 🫡 Strategy tracking day [---] $MSTR now ranked 154th largest US company by market cap. Fell [--] companies over the last [--] days. $DDOG has $3.1B in shareholder equity $MSTR has $56B in shareholder equity [--] spots below Big Paint. [--] below Big Trash. Day [--] in a row qualifying for https://t.co/2rasT3jL9L Strategy tracking day"  
[X Link](https://x.com/PunterJeff/status/1986961966632669621)  2025-11-08T01:00Z 58K followers, 70.3K engagements


"Strategy tracking day day [---] $MSTR now ranked 203rd largest US company by market cap Jumped [--] companies today. No joke behind a company called Digital Realty Trust. Ill take Digital Manhattan any day of the week. Day [---] in a row qualifying for the S&P [---] 14th largest publicly traded equity by volume Strategy tracking day [---] $MSTR now ranked 211th largest US equity by market cap Up [--] companies from last Wednesday. $MSTR announced today [-----] years of dividend coverage if BTC doesnt move at all. Ford $F is valued $1B 🟩👆🏼Higher than $MSTR. What is the likelihood that Ford"  
[X Link](https://x.com/PunterJeff/status/1996052938331230383)  2025-12-03T03:04Z 58K followers, 66.9K engagements


"Strategy tracking day [---] $MSTR now ranked 214th largest US company by market cap Fell [--] companies today. Flirting with Chipotle Public Storage & EA sports 19th largest publicly traded equity by volume Back on a normal time zone Strategy tracking day [---] $MSTR now ranked 202nd largest US company by market cap Fell [--] companies since Tuesday. Back below $F and behind [---] US companies that have ZERO Bitcoin on their balance sheet. Day [---] in a row qualifying for the S&P [---] https://t.co/EkXB32cpFJ Back on a normal time zone Strategy tracking day [---] $MSTR now ranked 202nd largest US company by"  
[X Link](https://x.com/PunterJeff/status/2000776661118411046)  2025-12-16T03:55Z 58K followers, 32.9K engagements


"Goodwill: The staggering "Intangible" Asset The S&P [---] companies have [----] TRILLION in Goodwill on balance sheets. (roughly 40% of shareholder equity) $3.7T of goodwill exceeds current Cash & Cash equivalents by $1.3 Trillion If Goodwill were excluded from balance sheets [--] of the S&P [---] companies price to book value (mNAV) would flip negative (17.5% of companies). Goodwill is INTANGIBLE. It is NOT LIQUID. If there were a shock to your business (think AI disruption) you can't just liquidate excess goodwill to firm up your business or weather the storm. You're dead in the water until"  
[X Link](https://x.com/PunterJeff/status/2001876654701036009)  2025-12-19T04:46Z 58K followers, 20.3K engagements


"STRIVE ($ASST) SEMLER ($SMLR) MERGER UPDATE ISS recommends Semler Scientific shareholders vote FOR the merger with Strive. As a reminder Semler shareholders can vote on the merger until shareholder meeting on January [--] 2026"  
[X Link](https://x.com/PunterJeff/status/2003197128852799595)  2025-12-22T20:13Z 58K followers, 17.7K engagements


"The world will never agree on how to value Amplified Bitcoin This is a net positive"  
[X Link](https://x.com/PunterJeff/status/2005907546545209768)  2025-12-30T07:43Z 58K followers, 10.5K engagements


"Every day that $STRC trades at $100 $STRF should theoretically be trading incrementally Higher as it gets pushed deeper and deeper into the capital structure. Unless of course it too is being issued at the same time 🧐 @hillery_dan"  
[X Link](https://x.com/PunterJeff/status/2009651301827870952)  2026-01-09T15:39Z 58K followers, 20.2K engagements


"Week [--] Day [--] $STRC watch TUESDAY (1/13/26): $174M of volume all $100 Combined $350M volume in [--] days 43% of volume = $150M Equates to [----] BTC on $STRC alone in [--] days 177% of the natural new supply over the last [--] days. 🟩👆🏼 Week [--] of $STRC watch $MSTR raised 43% of trading volume on $STRC $100 last week TODAY (Monday 1/12/26): $175.6M of volume all $100 Larger than ANY day last week 43% = $75.5M Equates to [---] BTC from $STRC alone today. 182% of the natural new supply today 🟩👆🏼 https://t.co/xJxWdslEEa Week [--] of $STRC watch $MSTR raised 43% of trading volume on $STRC $100 last week"  
[X Link](https://x.com/PunterJeff/status/2011183625841111375)  2026-01-13T21:08Z 58K followers, 64.7K engagements


"Strategy tracking day [---] $MSTR now ranked 199th largest US company by market cap Jumped [--] companies today & back in top [---]. Coming for Big Paint & Corporate trash. Lets compare $MPLX (Nat gas + oil) to $MSTR $MPLX has $17B in net assets and $7B in net assets after betting out goodwill and intangibles. Trading at an 8x price to book value net of intangibles & goodwill. $MSTR has $57.6B in net assets. [----] Price to Book $MSTR was the 18th largest publicly traded equity by volume 🟩👆🏼 Strategy tracking day [---] $MSTR now ranked 208th largest US company by market cap Jumped [--] companies today."  
[X Link](https://x.com/PunterJeff/status/2011216837984563542)  2026-01-13T23:20Z 58K followers, 42.2K engagements


"Strive *announced* intentions of becoming a Bitcoin treasury company on May 6th [----] [---] days later run a pubco $ASST acquired another pubco $SMLR launched a perpetual preferred equity $SATA AND now hold [-------] Bitcoin. Thats a rate of [--] BTC / day Were not even a year in yall. Team full of snipers. Were just getting started. https://twitter.com/i/web/status/2012168999069761638 https://twitter.com/i/web/status/2012168999069761638"  
[X Link](https://x.com/PunterJeff/status/2012168999069761638)  2026-01-16T14:24Z 58K followers, 93.8K engagements


"@lisaabramowicz1 @TheTerminal Wonder how many corporate bonds AI will eviscerate in the next [--] years. This risk is mispriced"  
[X Link](https://x.com/PunterJeff/status/2012177846337245265)  2026-01-16T14:59Z 57.8K followers, 14.7K engagements


"@dotkrueger What about liquidity"  
[X Link](https://x.com/PunterJeff/status/2012244878751854638)  2026-01-16T19:25Z 58K followers, [----] engagements


"2 companies $1B companies WITHOUT Bitcoin on the balance sheet: Papa Johns $PZZA ($1.18B market cap) has net assets of negative $430 million ($880M in assets $1.3 Billion in liabilities) Price to book ratio of - [----] Price to earnings ratio of [----] The market cap of $PZZA is worth [---] times the negative net balance of assets - liabilities on the balance sheet. Net income $94M / year. Frontier Airlines $ULCC ($1.2B market cap) has net assets of $430 million. ($6.7B in assets $6.26B in liabilities) - Of the $6.7B in assets 64% ($4.3B) are operating lease right-of-use assets yes 64% of the"  
[X Link](https://x.com/PunterJeff/status/2012655081448251884)  2026-01-17T22:35Z 57.8K followers, 16K engagements


"$SAFT (Safety Insurance Company) 1890th largest US company by market cap $1.11 Billion market cap $2.4B in assets $1.5B in liabilities $890M in net assets assets assets Trading at 1.25% Price to book Value $111M in earnings in [----] 12.7x P/E Ratio $6.4 Million in average daily trading volume relative to $1.11B market cap 0.58% turnover liquidity (avg [--] day volume / market cap) 🤔🤔 https://twitter.com/i/web/status/2013831090818162811 https://twitter.com/i/web/status/2013831090818162811"  
[X Link](https://x.com/PunterJeff/status/2013831090818162811)  2026-01-21T04:28Z 58K followers, [----] engagements


"Fiat $WLTH IPO in December [----]. Apparently a majority of their revenue comes from a High Yield Savings Account $1.29B market cap Wonder if theyve heard about Digital Credit Going public in this market can be a brutal reality check Wealthfront was founded in [----] has close to $100B in assets will do $100M+ in actual profits Current public market valuation: $1.29 billion Tough https://t.co/KPvaeGkSmu Going public in this market can be a brutal reality check Wealthfront was founded in [----] has close to $100B in assets will do $100M+ in actual profits Current public market valuation: $1.29"  
[X Link](https://x.com/PunterJeff/status/2013839969744486823)  2026-01-21T05:03Z 58K followers, [----] engagements


"@BitcoinForCorps @ColeMacro @strive 👀"  
[X Link](https://x.com/PunterJeff/status/2014837126932922772)  2026-01-23T23:06Z 58K followers, [----] engagements


"Right so in that scenario they work through [---] years of dividend reserve while having [--] months of identifying ways to generate additional capital. After that they can also pause the dividend for years if they needed to. Think about the psychology and risk profile of STRC if it were to trade down to $50. The effective yield would be 22% with a [---] year dividend reserve. There will be buyers. Lots and lots of buyers. Also very little to zero incentive to short STRC or the prefs. Shorts would also be responsible for paying the dividend The liquidation preference of the pref becomes a liability"  
[X Link](https://x.com/PunterJeff/status/2015307291453694046)  2026-01-25T06:14Z 58K followers, 12.8K engagements


"There's [--] Billion computers on the planet. A computer uses about a gram of Silver (1/28th of an ounce). If global computers double that's 2B more computers. 2B computers / [--] grams per ounce = 71.4M ounces of silver At $115 / ounce that's $8.2B in silver. That's roughly the size of Campbell's soup market cap. I don't buy that argument. https://twitter.com/i/web/status/2015972295626612877 https://twitter.com/i/web/status/2015972295626612877"  
[X Link](https://x.com/PunterJeff/status/2015972295626612877)  2026-01-27T02:17Z 57.9K followers, 33.2K engagements


"With the establishment of the USD reserve against preferred equity commitments Strategy will likely be the largest publicly traded holder of Bitcoin AND The largest publicly traded holder of US Treasuries [--] years of dividends against $1T of notional pref @ 10% = $300B TBTF 👀 https://twitter.com/i/web/status/2016359877430620317 https://twitter.com/i/web/status/2016359877430620317"  
[X Link](https://x.com/PunterJeff/status/2016359877430620317)  2026-01-28T03:57Z 58K followers, 18.7K engagements


"In the last [--] days Silver and Gold combined have increased $6.5 Trillion in market cap. That change is equivalent to 3.5x the ENTIRE market cap of Bitcoin Equivalent to increasing by [----] million BTC per day for the last [--] days straight If any capital rotation even sniffs out the tiniest bit of interest in digital scarcity the market cap scale can tip rapidly. https://twitter.com/i/web/status/2016695923062296887 https://twitter.com/i/web/status/2016695923062296887"  
[X Link](https://x.com/PunterJeff/status/2016695923062296887)  2026-01-29T02:12Z 57.8K followers, 28.8K engagements


"Strategy tracking day [---] $MSTR now ranked 226th largest US company by market cap. Brutal day. Fell [--] companies today. Back in the land of public storage and Target. 18th largest publicly traded equity by volume. Last time $MSTR was trading at $144 was September 20th [----]. Strategy tracking day [---] $MSTR now ranked 201st largest US company by market cap Moved zero companies today. 22nd largest publicly traded equity by volume https://t.co/xAJ1U8EIGn Strategy tracking day [---] $MSTR now ranked 201st largest US company by market cap Moved zero companies today. 22nd largest publicly traded"  
[X Link](https://x.com/PunterJeff/status/2017077970654105921)  2026-01-30T03:30Z 58K followers, 73.8K engagements


"FYI: With Bitcoin at $82000 the 4-year CAGR is at 21%. If you're underwriting BTC with a 4+ HODL return period todays price action is irrelevant. Silver & Gold are expanding the TAM"  
[X Link](https://x.com/PunterJeff/status/2017088953283989808)  2026-01-30T04:14Z 58K followers, 66.6K engagements


"ClawdBots are going to form businesses The businesses are going to target humans needs The humans will pay the bots for needs / services The bots will accept payment in digitally native money form that cant be seized (Bitcoin) The future is here. And its a bit crazy. The risk of missing an explosive Bitcoin move to the upside is way too high. @CorySwan My brain is melting just saw a social media site for your agents to chat with each other https://t.co/btDcNb81y4 @CorySwan My brain is melting just saw a social media site for your agents to chat with each other https://t.co/btDcNb81y4"  
[X Link](https://x.com/PunterJeff/status/2017448433456431262)  2026-01-31T04:02Z 57.9K followers, 66.5K engagements


"Catching wicks at the $MSTR cost basis for posterity"  
[X Link](https://x.com/PunterJeff/status/2017683297825112130)  2026-01-31T19:35Z 58K followers, 21.9K engagements


"Dips will be bought. All eyes on $STRC next [--] days. $5.9 Billion could be issued and amplification would remain under 40% with BTC @ $78000 Without padding the USD reserve theyd also have [---] years of dividend coverage in cash. Stretch Dividend Rate increased by [--] bps to 11.25% for February [----]. $STRC https://t.co/L7Wsjgqqi6 Stretch Dividend Rate increased by [--] bps to 11.25% for February [----]. $STRC https://t.co/L7Wsjgqqi6"  
[X Link](https://x.com/PunterJeff/status/2017785606647242966)  2026-02-01T02:22Z 58K followers, 60.2K engagements


"As of today 2/1/26 with Bitcoin at $77000 the 4-year CAGR is 18.7%. 5th percentile of historical 4-year CAGR's. The 1st percentile of worst 4-year return periods is 9.8% ($56000 as of today) If the price of $77000 were to stay static through November [----] the 4-year CAGR would be 47% ($16000 base in November 2022). 32nd percentile. Zoom out. Underwrite Bitcoin. Underwrite the protocol market structure regulatory environment macro environment global instability technological trends etc. Long term hypothesis is very intact. Volatility & social media is noise. FYI: With Bitcoin at $82000 the"  
[X Link](https://x.com/PunterJeff/status/2018070787593490834)  2026-02-01T21:15Z 58K followers, 55.8K engagements


"Strategy tracking day [---] $MSTR now ranked 228th largest US company by market cap. Fell [--] companies today. Staring eye to eye with MSCI Inc. Friendly reminder that over 40% of the assets held on MSCIs balance sheet are goodwill 19th largest publicly traded equity by volume Strategy tracking day [---] $MSTR now ranked 218th largest US company by market cap. Jumped [--] companies today. Between PayPal & United Rentals. 29th largest publicly traded equity by volume Cheers to the weekend https://t.co/d84xCm1nLL Strategy tracking day [---] $MSTR now ranked 218th largest US company by market cap. Jumped"  
[X Link](https://x.com/PunterJeff/status/2018581439789363254)  2026-02-03T07:04Z 58K followers, 28.9K engagements


"Strategy tracking day [---] $MSTR now ranked 236th largest US company by market cap. Fell [--] companies today. In line with Carnival Cruises and Yum foods 26th largest publicly traded equity by volume Strategy tracking day [---] $MSTR now ranked 228th largest US company by market cap. Fell [--] companies today. Staring eye to eye with MSCI Inc. Friendly reminder that over 40% of the assets held on MSCIs balance sheet are goodwill 19th largest publicly traded equity by https://t.co/jKXurC3x1Z Strategy tracking day [---] $MSTR now ranked 228th largest US company by market cap. Fell [--] companies today."  
[X Link](https://x.com/PunterJeff/status/2018875328597291036)  2026-02-04T02:32Z 58K followers, 48.8K engagements


"This has the same valuation as the largest digital credit company in the world Risk is mispriced. Strategy tracking day [---] $MSTR now ranked 236th largest US company by market cap. Fell [--] companies today. In line with Carnival Cruises and Yum foods 26th largest publicly traded equity by volume https://t.co/aRG8njA3jW Strategy tracking day [---] $MSTR now ranked 236th largest US company by market cap. Fell [--] companies today. In line with Carnival Cruises and Yum foods 26th largest publicly traded equity by volume https://t.co/aRG8njA3jW"  
[X Link](https://x.com/PunterJeff/status/2018875513503408294)  2026-02-04T02:33Z 58K followers, 18.9K engagements


"And btw they accumulated 700k BTC in [--] years. Very effective sales team"  
[X Link](https://x.com/PunterJeff/status/2018899633058324859)  2026-02-04T04:09Z 58K followers, [----] engagements


"FWIW Bitcoin had virtually skipped the $70k price band. Could be here a bit. Bearishness is palpable"  
[X Link](https://x.com/PunterJeff/status/2019182186016977100)  2026-02-04T22:52Z 58K followers, 28.3K engagements


"Going live with True North in [--] minutes. Well revel in the despair. See you all soon 🫡 ⚡Brand New Episode Tonight📷 10pm EST / 7pm PST True North Episode [--] - Margin Isn't Calling Agenda: [--]. Capital Structure [---] [--]. Preferred Equity Design [--]. Metal-phoria [--]. Risk market relativities [--]. Capital Raises in [----] (SpaceX Open AI etc.) https://t.co/yG5tKsqoON ⚡Brand New Episode Tonight📷 10pm EST / 7pm PST True North Episode [--] - Margin Isn't Calling Agenda: [--]. Capital Structure [---] [--]. Preferred Equity Design [--]. Metal-phoria [--]. Risk market relativities [--]. Capital Raises in [----] (SpaceX Open AI"  
[X Link](https://x.com/PunterJeff/status/2019223837821530359)  2026-02-05T01:37Z 58K followers, 12.3K engagements


"Not everyone has the fortitude to hold an inelastic [--] vol asset"  
[X Link](https://x.com/PunterJeff/status/2019228227865399624)  2026-02-05T01:54Z 58K followers, 21.9K engagements


"Strategy tracking day [---] $MSTR now ranked 277th largest US company by market cap. Fell [--] companies today. Valued less than PG&E 🤯 For perspective PG&E is the largest California electrical utility (providing electricity to 2/3rds of the state) In [----] PG&E incurred $25.5 Billion in total fire claims from the [----] Paradise wildfire. Their aging equipment was deemed responsible for the fire as a result of inverse condemnation. PG&E publicly suggests the need to replace about [---] miles of power lines per year but only manages to replace about [--] miles per year. The equity representing a"  
[X Link](https://x.com/PunterJeff/status/2019527676453642659)  2026-02-05T21:44Z 58K followers, 18K engagements


"@mikewmunz @bleighky @HodlMagoo @saylor The takes are truly astonishing. Bitcoin traded $75 Billion last Monday. $90M / $75000M = 0.12% They likely could have completed this trade in an hour or two with a few button clicks"  
[X Link](https://x.com/PunterJeff/status/2021050500226150883)  2026-02-10T02:36Z 58K followers, [---] engagements


"MonSTeR record setting day for $STRC $196M in volume piling in for the Ex dividend date tomorrow 2/13 Largest inflow pre Ex-Div EVER. If Strategy maintained 50% ATM rate on todays volume roughly [----] BTC purchased today. (3.3 days of the natural new supply)"  
[X Link](https://x.com/PunterJeff/status/2022165781065478427)  2026-02-13T04:27Z 58K followers, 30.6K engagements


"With Bitcoin at $69500 Strive $ASST has: BTC USD Value: $912M Debt: $10M Leverage Ratio: 1.1% Even at the low of $60000 BTC yesterday our leverage ratio was 1.27% Preferred Equity $SATA: $426.6M BTC USD Capital Dividend Coverage: [----] years Amplification: 47.8% Market Cap: $685M Similar Market Cap companies: Build - A - Bear $BBW $720M Cars .com $CARS $680M Dave & Busters $PLAY $680M Sweetgreen $SG $720M Cracker Barrel $CBRL $740M Kodak $KODK $740M To our knowledge zero of the above companies hold any Bitcoin. https://twitter.com/i/web/status/2019836501585195235"  
[X Link](https://x.com/PunterJeff/status/2019836501585195235)  2026-02-06T18:12Z 58K followers, 140.1K engagements


"$MSTR Posted a $17.4B loss in Q4. Stock rips +25% as the BALANCE SHEET thickens. Asymmetric information The plot thickens: MicroStrategy $MSTR just reported a net loss of -$42.93 PER SHARE in Q4 [----] alone. That's an operating loss of -$17.4 billion up from -$1.0 billion last year a +1640% larger loss. These figures don't even include the last [--] weeks. Absolutely https://t.co/5KfK3TgOOj The plot thickens: MicroStrategy $MSTR just reported a net loss of -$42.93 PER SHARE in Q4 [----] alone. That's an operating loss of -$17.4 billion up from -$1.0 billion last year a +1640% larger loss. These"  
[X Link](https://x.com/PunterJeff/status/2019872021073826014)  2026-02-06T20:33Z 58K followers, 39.4K engagements


"Bitcoin is better at being Gold than Gold is Bitcoin is better at being Fiat than Fiat is. Was true in [----]. More true today. Bitcoin is the first store of value in human history where its supply CAN NEVER be affected by any amount of increased demand. Focus run the math. https://twitter.com/i/web/status/2021072652774015061 https://twitter.com/i/web/status/2021072652774015061"  
[X Link](https://x.com/PunterJeff/status/2021072652774015061)  2026-02-10T04:04Z 58K followers, 30.7K engagements


"Strive $ASST now has $127.2M in USD CASH [-----] Bitcoin $426.5M in $SATA outstanding And we just raised $SATA dividend by [--] BPs to 12.5% Strive Increases $SATA Perpetual Preferred Stock Dividend From 12.25% to 12.5%. $ASST https://t.co/IR0AcQqihT Strive Increases $SATA Perpetual Preferred Stock Dividend From 12.25% to 12.5%. $ASST https://t.co/IR0AcQqihT"  
[X Link](https://x.com/PunterJeff/status/2022307670993285222)  2026-02-13T13:51Z 58K followers, 41.4K engagements


"Strategy tracking day [---] $MSTR now ranked 109th largest US company by market cap ($96.4B) Fell [--] company today. Who the hell is Cadence design systems just another [--] PE equity with an [----] P/book ratio Day [--] in a row of qualifying for S&P [---] 18th largest publicly traded equity by volume Strategy tracking day [---] $MSTR now ranked 108th largest US company by market cap ($97.3B) Fell [--] companies today. Below captive floating hotels Day [--] in a row of qualifying for S&P [---] 16th largest publicly traded equity by volume https://t.co/UNvwUpzYAP Strategy tracking day [---] $MSTR now ranked 108th"  
[X Link](https://x.com/PunterJeff/status/1961210566477058243)  2025-08-28T23:33Z 58K followers, 44.2K engagements


"@stonychambers The maturity risk and the encumbrance of capital with call features are very material differences"  
[X Link](https://x.com/PunterJeff/status/2022337495065899406)  2026-02-13T15:50Z 58K followers, [----] engagements


"In case anyone was curious the Price to Book ratio (mNAV) of the ENTIRE S&P [---] COMBINED is [----] $MSTR's mNAV (Price to book) is [----] Have a good day"  
[X Link](https://x.com/PunterJeff/status/1890061051527618638)  2025-02-13T15:30Z 58K followers, 72.8K engagements


"2025: The Digital Transformation of Investor Relations Thrilled to participate in the Q2 '25 $MSTR earnings call @Strategy pioneering every step of the way Earnings calls have shifted from stodgy & boring to live streamed MUST WATCH events with community involvement 🟩👆 We're excited to announce that leading Bitcoin analysts will be joining the live Q&A of our Q2 earnings call tomorrow at [--] PM ET: @LynAldenContact @PrestonPysh @Excellion and @PunterJeff. https://t.co/UOGMt7J57t We're excited to announce that leading Bitcoin analysts will be joining the live Q&A of our Q2 earnings call"  
[X Link](https://x.com/PunterJeff/status/1950610594039476432)  2025-07-30T17:33Z 58K followers, 55.7K engagements


"MSCI is a New York based pubco ( $MSCI) with $5.3B in assets on its balance sheet. 70% ($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 50% 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 58K followers, 351.7K engagements


"54% of @MSCI_Inc balance sheet assets are Goodwill Are we sure theyre not a Goodwill FUND Net of Goodwill MSCI has $2.4B of assets and $5.5B of long term debt and $7.3B in total liabilities MSCI is valued at $43 Billion Net of Goodwill: Leverage ratio of 229% P/B ratio: NEGATIVE [---] The company is valued at 8.7x the companies negative shareholder equity on the balance sheet. Is MSCI a goodwill fund Perhaps the risk is mispriced.. Rationality and balance sheet TRUTH will prevail in the long run regardless of MSCIs decision about arbitrarily removing companies with digital assets 50% on their"  
[X Link](https://x.com/PunterJeff/status/2002013725214343543)  2025-12-19T13:50Z 58K followers, 16.3K engagements


"Computers will prefer Bitcoin over metal. The risk underwriting of Bitcoin is far more calculable with smaller standard deviation than metal. Computers will make up a larger proportion of decision making of the future. In hindsight it will have been obvious"  
[X Link](https://x.com/PunterJeff/status/2015968091692503438)  2026-01-27T02:00Z 58K followers, 94.2K engagements


"Strive now holds [-----] Bitcoin [---] days ago we had [--] BTC Now a top [--] publicly traded HODLer of Bitcoin GLOBALLY. $1.175B balance sheet and $0.01B in debt (0.8% leverage) 37% AMPLIFIED Were on a mission to accumulate Bitcoin and were not stopping. $ASST $SATA Strive Announces Closing of Upsized & Oversubscribed Follow-On Offering of SATA Stock and Concurrent Exchange of Semler Notes - The Company used a portion of the cash proceeds from the offering of SATA Stock to retire the legacy Semler Scientific $20 million loan with Coinbase https://t.co/HO55uXOIeq Strive Announces Closing of Upsized"  
[X Link](https://x.com/PunterJeff/status/2016525551956365453)  2026-01-28T14:55Z 58K followers, 81.5K engagements


"We're live in [--] minutes Join us for episode [--] tonight. We'll be getting into Bitcoin macro metals credit risk frameworks interesting stats around Pref equity & bad bonds of the week. Tune in ⚡Brand New Episode Tonight📷 10pm EST / 7pm PST True North Episode [--] - What is Credit Risk Agenda: [--]. Macro / metals / stats update [--]. What is credit [--]. Contemplating the credit model [--]. Considering downside risk of Prefs (to BTC / to Pref / to $MSTR) [--]. Bad bonds https://t.co/pOqdTpCH3f ⚡Brand New Episode Tonight📷 10pm EST / 7pm PST True North Episode [--] - What is Credit Risk Agenda: [--]. Macro /"  
[X Link](https://x.com/PunterJeff/status/2016696643832480005)  2026-01-29T02:15Z 58K followers, 13.3K engagements


"Saylor and $MSTR catching strays left and right. Gold bugs attempting to dance on graves. Just goes to show that people seem to forget that $MSTR started with $500M [--] years ago and now have $58B worth of Bitcoin and $2.25B worth of USD Cash and 14% leverage ratio. Logic and rationality is non existent. https://twitter.com/i/web/status/2017084071525175679 https://twitter.com/i/web/status/2017084071525175679"  
[X Link](https://x.com/PunterJeff/status/2017084071525175679)  2026-01-30T03:54Z 58K followers, 32.7K engagements


"The cost to put silver in [--] Billion brand new computers has now fallen from $8.2B [--] days ago to $4.6B today @ $71.80 / ounce Now equivalent to the entire market cap of Crocs or Abercrombie & Fitch @HAMJAM47 There's [--] Billion computers on the planet. A computer uses about a gram of Silver (1/28th of an ounce). If global computers double that's 2B more computers. 2B computers / [--] grams per ounce = 71.4M ounces of silver At $115 / ounce that's $8.2B in silver. That's https://t.co/SNFfyo3sk8 @HAMJAM47 There's [--] Billion computers on the planet. A computer uses about a gram of Silver (1/28th of an"  
[X Link](https://x.com/PunterJeff/status/2018217170224955628)  2026-02-02T06:57Z 58K followers, 15.8K engagements


"Blackrock will run $IBIT sales campaigns front running the [----] halving. Ignore the noise run the game theory follow the signal"  
[X Link](https://x.com/PunterJeff/status/2018899073894371374)  2026-02-04T04:07Z 58K followers, 19.7K engagements


"As of today 2/5/26 & BTC @ $64000 BTC Return CAGR: [--] year: 20.3% [--] year: 40.3% [--] year: 10% [--] year: 10.5% [--] year: 36.5% US M2 CAGR Same horizon: [--] year: 4.0% [--] year: 2.0% [--] year: 0.9% [--] year: 2.8% [--] year: 6.4% Digital money tech is working"  
[X Link](https://x.com/PunterJeff/status/2019590794169184605)  2026-02-06T01:55Z 58K followers, 13.5K engagements


"@kevinlhr88 @Werkman We're very focused on building liquidity in $SATA In the meantime see chart below: Volume / Mkt Cap $SATA is [--] months old and Bitcoin is down 30%+ since the IPO. On the grind every day"  
[X Link](https://x.com/PunterJeff/status/2019814505514238462)  2026-02-06T16:44Z 58K followers, [---] engagements


"@ColeMacro Current US Government debt to GDP is 121% US fully came off the gold standard in [----]. US debt to GDP CAGR's: Since 1971: 2.25% CAGR. Since 2000: 3.15% CAGR Since 2008: 3.6% CAGR Forecasted out to [----] using [----] trend the US debt to GDP will be 172.3% It's just math"  
[X Link](https://x.com/PunterJeff/status/2020607455743656030)  2026-02-08T21:15Z 58K followers, [----] engagements


"Bitcoin is the only institutional grade crypto asset. Why Because its supply is unaffected by demand It can be underwritten with certainty that the supply curve doesnt change. There is wide information arbitrage in this simple fact That gap will close Capitalize on"  
[X Link](https://x.com/PunterJeff/status/2021081285897388046)  2026-02-10T04:38Z 58K followers, 14.1K engagements


"@djsenior13 Electricity"  
[X Link](https://x.com/PunterJeff/status/2021601796154606044)  2026-02-11T15:06Z 58K followers, [---] engagements


"Was finally completely BLOWN AWAY by AI today. A teammate showed me what he built in just two days using Cursor AI. [----] is going to see UNPRECEDENTED productivity growth with the advancements of AI. LONG Story for perspective. Topic: Reinsurance (Shocker I know) Working as a broker in reinsurance we worked with VERY large data that took an incredibly long time to analyze and negotiate with third parties. MASSIVE data sets of an entire insurance company (including premium claims location level exposure loss development triangles pricing algorithms business projections etc - think 20+ sheets"  
[X Link](https://x.com/PunterJeff/status/2009506668686790681)  2026-01-09T06:04Z 58K followers, 19.4K engagements


"Some personal portfolio allocation things I have been thinking about: *Explicitly Not financial advice* Some basic assumptions: [--]. Long Bitcoin [--]. Long MSTR [--]. Need income to fund my life / lifestyle [--]. Dont have time to pay incredibly close attention to daily market conditions (trading) [--]. Building a business want to set my portfolio and forget it rarely look at it. Products under consideration: [--]. Bitcoin in cold storage (savings truly cold multi-sig) [--]. Bitcoin on Hot Wallet (savings & playing with tech / MoE stuff / interim wallet for cold storage sats) [--]. $MSTR - long (call option on the"  
[X Link](https://x.com/PunterJeff/status/1911305675428532386)  2025-04-13T06:29Z 58K followers, 165.2K engagements


"With Bitcoin at $108000 $MSTR is sitting on a $14.2B gain from their Bitcoin in Q2 This equates to roughly $11.2B Net Income $40.10 Earnings Per Share $11.2B Net Income is $100 Million dollars [---] times That's a lot of fuckin money Wall street WILL BE Bewildered 🟩👆🏼"  
[X Link](https://x.com/PunterJeff/status/1939459890692714779)  2025-06-29T23:04Z 58K followers, 170K engagements


"The computers are going to want to interact with digital scarcity. Not digital pieces of paper"  
[X Link](https://x.com/PunterJeff/status/2021467013038879180)  2026-02-11T06:11Z 58K followers, 13.4K engagements


"I quit my job. Going Bitcoin full time. Come hang out for a few https://x.com/i/broadcasts/1ZkKzRZpDRRKv https://x.com/i/broadcasts/1ZkKzRZpDRRKv"  
[X Link](https://x.com/PunterJeff/status/1885450725742043328)  2025-01-31T22:10Z 58K followers, 718.8K engagements


"If you liked $MSTR at $500 with [------] BTC Not sure why you wouldnt like $MSTR at $330 with [------] BTC"  
[X Link](https://x.com/PunterJeff/status/1965084143777443937)  2025-09-08T16:05Z 58K followers, 375.6K engagements


"Strategy tracking day [---] $MSTR now ranked 218th largest US company by market cap. Jumped [--] companies today. Between PayPal & United Rentals. 29th largest publicly traded equity by volume Cheers to the weekend Strategy tracking day [---] $MSTR now ranked 226th largest US company by market cap. Brutal day. Fell [--] companies today. Back in the land of public storage and Target. 18th largest publicly traded equity by volume. Last time $MSTR was trading at $144 was September 20th [----]. https://t.co/myhSsOamZh Strategy tracking day [---] $MSTR now ranked 226th largest US company by market cap. Brutal"  
[X Link](https://x.com/PunterJeff/status/2017445997652402381)  2026-01-31T03:53Z 58K followers, 30.8K engagements


"375 years ago a British POUND of silver bought a SINGLE British Pound. Today a British POUND of silver buys [---] GBP. Great interview of @saylor interviewing Ross Stevens from $MSTR world in [----]. https://youtu.be/NoobUKNttmwsi=8u9IsxDh0Av5r0c7 https://youtu.be/NoobUKNttmwsi=8u9IsxDh0Av5r0c7"  
[X Link](https://x.com/PunterJeff/status/2021072654590259338)  2026-02-10T04:04Z 58K followers, [----] engagements


"Strategy tracking day [---] $MSTR now ranked 242nd largest US company by market cap In spitting distance to Coinbase. $MSTR has [------] Bitcoin more than Coinbase. Attached is also Coinbases recent Balance sheet Q Current mNAV: [----] HOWEVER of the $16B in net assets $4B is goodwill $1.4B is intangibles Net of goodwill and intangible mNAV: [----] A capital moat is far harder to disrupt than a custodial moat. $MSTR was the 26th largest publicly traded equity by volume Strategy tracking day [---] $MSTR now ranked 277th largest US company by market cap. Fell [--] companies today. Valued less than PG&E 🤯"  
[X Link](https://x.com/PunterJeff/status/2021488540694225357)  2026-02-11T07:36Z 58K followers, 25.4K engagements


"Strategy tracking day [---] $MSTR now ranked 252nd largest US company by market cap Priced in line with [----] P/B AIG Insurance (American International Group). Lets unpack this a bit more AIG currently has an AM Best A (Excellent) financial strength rating. Roughly 18% leverage (debt to capital) yet an undisclosed net premium to surplus leverage ratio. The more I compare to insurance companies the more correlation I see between the Pref business model and the insurance industry model. (Net premiums to surplus) is not typical leverage in that theres a cliff maturity but you know based on"  
[X Link](https://x.com/PunterJeff/status/2021850756513771568)  2026-02-12T07:35Z 58K followers, 11.6K engagements


"With Bitcoin at $66000 Strive $ASST has: BTC USD Value: $866M Debt: $10M Preferred Equity $SATA: $426.6M Leverage Ratio: 1.15% Amplification: 50.4% BTC USD Capital Dividend Coverage: [----] years Market Cap: $480.2M Similar Market Cap companies: Krispy Kreme $DNUT $510M Stitch Fix $SFIX $480M Groupon $GRPN $480M To our knowledge zero of the above companies hold any Bitcoin. With Bitcoin at $69500 Strive $ASST has: BTC USD Value: $912M Debt: $10M Leverage Ratio: 1.1% Even at the low of $60000 BTC yesterday our leverage ratio was 1.27% Preferred Equity $SATA: $426.6M BTC USD Capital Dividend"  
[X Link](https://x.com/PunterJeff/status/2022087834866446596)  2026-02-12T23:18Z 58K followers, 55.2K engagements


"Leverage / Amplification 🧠Exercise: Below are [--] different balance sheets business models financial structures & Products $MSTR Strategy $39 B mkt cap $TRV Travelers Insurance: $66.3 B mkt cap $SHW Sherwin Williams Paint: $92.9 B mkt cap Can you spot the differences"  
[X Link](https://x.com/PunterJeff/status/2022093430160339382)  2026-02-12T23:40Z 58K followers, 10.5K engagements


"@TeddyBitcoins Its relevant for underwriting a long term view of Bitcoin. What other large scale asset can you be 100% certain of the daily newly minted supply someone has acquired"  
[X Link](https://x.com/PunterJeff/status/2022169962337775990)  2026-02-13T04:44Z 58K followers, [----] engagements


"Misleading & inaccurate. [--]. These RSUs vest over multiple years. [--]. The fair market value of the RSUs is under $1M. [--]. These RSUs never amounted to 4% ownership position in the company. [--]. Logan is a rockstar Heres the link to our [---] page S-4 from 12/3/25 to back into the math & context you omitted from the superscript notes (4) & (5)"  
[X Link](https://x.com/PunterJeff/status/2022303202306359562)  2026-02-13T13:33Z 58K followers, 26.2K engagements


"@ZynxBTC Were on a mission to upgrade the capital markets. Multiple issuers of digital credit instruments will apply more pressure toward advancing risk rating frameworks. 🫡"  
[X Link](https://x.com/PunterJeff/status/2022338322652361199)  2026-02-13T15:53Z 58K followers, [----] engagements


"$MSTR True North Episode [--] - VOL IS BACK & Bitcoin Treasuries TOIGHT 3/5/25 - 10pm EST / 7pm PST NEW Dedicated TRUE NORTH Youtube channel - Link in comments Agenda: [--]. $MSTR Recent Bitcoin Buys - Leverage update [--]. Bitcoin Investor Week - Recap [--]. VOL with @hillery_dan [--]. $MSTY vs @nithusezni [--]. FASB - horizon [--]. Bonus: (Discussion / Questions) $MSTR True North Episode [--] - Convertibles ON DECK TONIGHT 2/19/25 - 10pm EST / 7pm PST NEW Dedicated TRUE NORTH Youtube channel - Link in comments Agenda: [--]. Convertible Debt - Nitty Gritty & Back test [--]. Research segment: IV refresh / Options"  
[X Link](https://x.com/PunterJeff/status/1897434827567325295)  2025-03-05T23:51Z 58K followers, 56.3K engagements


"Cantor Fitzgerald to launch $2B Bitcoin financing business. Custodians announced (@Anchorage & @CopperHQ) INSTITUTIONAL Bitcoin Lending is coming"  
[X Link](https://x.com/anyuser/status/1899531792019075502)  2025-03-11T18:44Z 58K followers, 67.5K engagements


"$MSTR now ranked 130th largest US company by market cap ($73.71B) Slipped [--] companies today. Behind Illinois Tool Works Day [---] in a row of qualifying for S&P [---] market cap threshold 10th largest publicly traded equity by volume $MSTR now ranked 127th perfect US company by market cap ($76.59B) Dropped [--] companies today. Behind spark plugs and windshield wipers. Day [---] in a row of qualifying for S&P [---] market cap threshold 12th largest publicly traded company by volume https://t.co/9Gkulcmh1q $MSTR now ranked 127th perfect US company by market cap ($76.59B) Dropped [--] companies today. Behind"  
[X Link](https://x.com/PunterJeff/status/1902112520237945110)  2025-03-18T21:38Z 58K followers, 40K engagements


"There is going to be so much fucking Bitcoin bewilderment over the next [--] months Put on your hard hats things ARE GOING TO GET CRAZY"  
[X Link](https://x.com/anyuser/status/1904669177509798126)  2025-03-25T22:58Z 58K followers, 62.6K engagements


"$MSTR True North - Episode [--] - If you build it they will come https://x.com/i/broadcasts/1nAJEgoZdqkKL https://x.com/i/broadcasts/1nAJEgoZdqkKL"  
[X Link](https://x.com/anyuser/status/1905078305264677160)  2025-03-27T02:03Z 58K followers, 261.9K engagements


"Bewilderment Intensifying Its impossible to cover all Mag7 stocks + Macro + Real Estate in-depth and have a fundamental understanding of what $MSTR is doing in capital markets. Never been anything like it before Asymmetric upside occurs with asymmetric information 🟩👆🏼 @_mr_e No I said $MSTR ponzi. That's very different. @_mr_e No I said $MSTR ponzi. That's very different"  
[X Link](https://x.com/PunterJeff/status/1906183731083456581)  2025-03-30T03:16Z 58K followers, 62.7K engagements


"$96k Bitcoin by end of June is the target for $MSTR to have positive earnings thus officially qualifying for the S&P [---] Momentum building"  
[X Link](https://x.com/anyuser/status/1914697284744569256)  2025-04-22T15:06Z 58K followers, 108.4K engagements


"This next period of price discovery for Bitcoin and $MSTR is going melt faces Buckle your seatbelt. Institutional grade Bewilderment is coming 🟩👆🏼"  
[X Link](https://x.com/anyuser/status/1915812115421843697)  2025-04-25T16:56Z 58K followers, 86.1K engagements


"If Q2 were to end today with Bitcoin at $96600 $MSTR would post a $7.5B single quarter GAIN+ This would qualify $MSTR for the S&P [---] Good thing theres [--] days left in Q2 Few"  
[X Link](https://x.com/anyuser/status/1917955315762688245)  2025-05-01T14:52Z 58K followers, 74.4K engagements


"It's going to take the market years to comprehend this $MSTR earnings call. Anyone listening to the earnings call right now is creating a CONTINUED educational moat"  
[X Link](https://x.com/anyuser/status/1918070669084090705)  2025-05-01T22:30Z 58K followers, 203K engagements


"Bewilderment Intensifies WSJ has [--] million subscribers Once regarded as the premier trusted business news source getting its ass whooped by decentralized Kid Analysts. $MSTR & Bitcoin 🟩👆🏼Higher"  
[X Link](https://x.com/anyuser/status/1918153944175657438)  2025-05-02T04:01Z 58K followers, 113.7K engagements


"Q2 is likely going to be the big blow out quarter on Earnings for $MSTR The quarter ends on 6/30 (52 days from now) The earnings release call will likely be on August 5th / 6th Technically Qualifying $MSTR for the S&P500 The market will react surprised & bewildered Capital will allocate accordingly MSTR will capitalize on the opportunity with capital tools (ATM $STRK $STRF converts etc) Vol will rise BTC will rise market bewilderment will rise Bitcoin will be purchased in droves BTC treasury COs will also be ripping to upside and adding to buy side pressure All the while Nation states try to"  
[X Link](https://x.com/anyuser/status/1920877429087728107)  2025-05-09T16:24Z 58K followers, 99.1K engagements


"BTC is 5% from price discovery $MSTR is: [--]. 12% from record close ($473) [--]. Consistently bashing ATH market cap & Rank (driving passive flows exponential) [--]. Sitting on a $12B Q2 NET INCOME ($43 EPS) - a "Shock the world figure" to be released in August [--]. Poised to get added to S&P [---] at near record valuation. 0.25% at 80th rank ($12.5 B) - $116B market cap 0.50% at 30th rank ($25 B) - $245B market cap [--]. Holding 47% more BTC on Balance Sheet than last ATH (386k to 568k) and accelerating [--]. Balance sheet leverage is at record low (13.9%) [--]. Credit quality of the preferred equity debt"  
[X Link](https://x.com/anyuser/status/1922479797617455125)  2025-05-14T02:31Z 58K followers, 141.2K engagements


"The Financial Times IS a well revered top Financial Publication within Traditional Finance. Throughout college my finance teacher harped on us that the FT was the most reputable news source for financial information. THE top tier publication. Made us all get subscriptions. So when I was asked to be interviewed by the FT it was a complete honor. I felt my finance career coming full circle. My time to shine be recognized by a top tier financial publication. So I thought What they published was a woefully inadequate representation of the Bitcoin network and marketplace while also showing poor"  
[X Link](https://x.com/anyuser/status/1922901352570814594)  2025-05-15T06:26Z 58K followers, 134.3K engagements


"BTC ATH $MSTR Q2 Pro Forma earnings With BTC at $109500 $MSTR has $15B single quarter gain Estimated EPS of Q2 $54 per share (7.7 P/E ratio) This would qualify $MSTR for S&P [---] for the first time leading to Billions of dollars in passive inflows 🟩👆Higher"  
[X Link](https://x.com/anyuser/status/1925208733627621691)  2025-05-21T15:15Z 58K followers, 73.5K engagements


"$MSTR is the apex Bitcoin accumulator. They've accumulated [------] BTC in the last [--] months That is [------] more Bitcoin than EVERY SINGLE company that has BTC on balance sheet COMBINED Lots of people sour on $MSTR's future because of a single day of price action need to zoom out. This ecosystem exists because $MSTR's continued accumulation and will continue to grow because of it. $MSTR is now the Primary Investment Grade [---] lb Gorilla in the market than can effectively SIPHON & PUMP (h/t @Croesus_BTC) the largest capital pools on the planet (Real Estate and Fixed Income) in a familiar wrapper"  
[X Link](https://x.com/anyuser/status/1925267442345140432)  2025-05-21T19:08Z 58K followers, 179.4K engagements


"@elonmusk Then why does $TSLA hold $36 Billion in USD Especially if you know that $36B is decaying in value every minute"  
[X Link](https://x.com/anyuser/status/1930286222292984065)  2025-06-04T15:31Z 58K followers, 65.1K engagements


"The bull case for Bitcoin and $MSTR is that $STRK $STRF and $STRD are too good not to own for a TradFi brain/portfolio"  
[X Link](https://x.com/PunterJeff/status/1932473171137212425)  2025-06-10T16:21Z 58K followers, 23.7K engagements


"Strategy is going to be the most valuable company in the world because they will hold the most value. It's simple"  
[X Link](https://x.com/anyuser/status/1932502617340719577)  2025-06-10T18:18Z 58K followers, 56K engagements


"Bitcoin is going to become the largest asset on the planet. Hope yall are ready. 🟩👆🏼"  
[X Link](https://x.com/anyuser/status/1934144672571773399)  2025-06-15T07:03Z 58K followers, 59.8K engagements


"For every $100000 increase in Bitcoin $MSTR makes [----] Billion dollars"  
[X Link](https://x.com/anyuser/status/1934672249287790852)  2025-06-16T17:59Z 58K followers, 96.7K engagements


"Strategy has a four year head start in the largest and most important land grab of all time (Bitcoin) They have an order of magnitude (12x) more land than the next closest pubco And people are fading the stock This is a once in a lifetime event. Choose wisely"  
[X Link](https://x.com/anyuser/status/1936320809762799814)  2025-06-21T07:10Z 58K followers, 82.2K engagements


"$MSTR's net capital is the size of the Nasdaq's entire market cap"  
[X Link](https://x.com/PunterJeff/status/1937227936115097897)  2025-06-23T19:15Z 58K followers, 14.3K engagements


"$MSTR Earnings estimate for Q2 as of 6/26/25 & BTC @ $107000 Total $ Gain from BTC: $13.5 Billion Estimated Net Income: $10.7 Billion (Net of deferred tax liability) Shares O/S: [-----] M EPS: $38.4 Net income last [--] quarters combined: $5.5 Billion 🟩👆🏼Higher"  
[X Link](https://x.com/anyuser/status/1938286201313890597)  2025-06-26T17:20Z 58K followers, 157.7K engagements


"The [---] companies in the S&P [---] that dont hold any Bitcoin will wish they had bought more Feverish sleepless nights ahead for CEOs and CFOs In [--] years you'll wish you'd bought more. https://t.co/s1I607RVda In [--] years you'll wish you'd bought more. https://t.co/s1I607RVda"  
[X Link](https://x.com/anyuser/status/1939333405801668946)  2025-06-29T14:41Z 58K followers, 70.4K engagements


"$NVDA is worth [--------] Bitcoin They hold zero Bitcoin Mag7 is worth [---------] Bitcoin They also hold zero Bitcoin $MSTR is worth [------] Bitcoin They hold [------] Which is mis priced"  
[X Link](https://x.com/anyuser/status/1939542340756246573)  2025-06-30T04:31Z 58K followers, 111.6K engagements


"Lets get this straight. Ran the $MSTR ATM for ONE WEEK Raised $519M from $MSTR paid the $STRK / $STRF dividend and still had $472M left over to buy Bitcoin Preferred Equity Convertible Bonds Strategy has acquired [----] BTC for $531.9 million at $106801 per bitcoin and has achieved BTC Yield of 19.7% YTD [----]. As of 6/29/2025 we hodl [------] $BTC acquired for $42.40 billion at $70982 per bitcoin. $MSTR $STRK $STRF $STRD https://t.co/xvWnSkfukS Strategy has acquired [----] BTC for $531.9 million at $106801 per bitcoin and has achieved BTC Yield of 19.7% YTD [----]. As of 6/29/2025 we hodl [------] $BTC"  
[X Link](https://x.com/anyuser/status/1939675520087769532)  2025-06-30T13:20Z 58K followers, 122.6K engagements


"Im telling you were early Prepare for battle 🟩👆🏼"  
[X Link](https://x.com/anyuser/status/1939744720437334224)  2025-06-30T17:55Z 58K followers, 91.3K engagements


"We made it fam 🧡 Couldnt handle the fastball huh Jimbo @RealJimChanos"  
[X Link](https://x.com/anyuser/status/1940129828801527867)  2025-07-01T19:26Z 58K followers, 76.2K engagements


"$14 B is a lot to wrap your head around. Thats $100M [---] times In a single quarter. Strategy reports $14 billion in total Bitcoin fair value appreciation in Q2 [----]. $MSTR $STRK $STRF $STRD https://t.co/LlXlOnE66l Strategy reports $14 billion in total Bitcoin fair value appreciation in Q2 [----]. $MSTR $STRK $STRF $STRD https://t.co/LlXlOnE66l"  
[X Link](https://x.com/anyuser/status/1942196528552259766)  2025-07-07T12:18Z 58K followers, 83K engagements


"Quick story on my Monopoly thesis / recent thoughts: When I first went "all-in" on $MSTR in February of [----] $MSTR held [------] Bitcoin. At the time that [------] BTC that $MSTR held was 10x the next closest pubco ( $MARA) which held around [-----] BTC At the time Bitcoin was trading around $23000 So the "cost" of that moat was $2.7 Billion (120000 BTC * $23000). In other words it would have cost $2.7 Billion for another company to catch $MSTR in February of [----]. My thought process was simple: "Microstrategy has more hard money than anyone else and will be able to leverage that hard money as"  
[X Link](https://x.com/anyuser/status/1942255849885630699)  2025-07-07T16:14Z 58K followers, 81.2K engagements


"I only say conserve your energy because we could have [--] straight months of this. There are Billions and Billions in the pipeline. Its a marathon 🏃♂ Conserve your energy. Get some rest. Bitcoin will be where it is tomorrow. Control what you can control. Its going way 🟩👆🏼Higher. Act like youve been here before. Conserve your energy. Get some rest. Bitcoin will be where it is tomorrow. Control what you can control. Its going way 🟩👆🏼Higher. Act like youve been here before"  
[X Link](https://x.com/anyuser/status/1943542616915861982)  2025-07-11T05:27Z 58K followers, 62.2K engagements


"Most corporations are going to have a Bitcoin cost basis $1000000"  
[X Link](https://x.com/anyuser/status/1943812430146285849)  2025-07-11T23:19Z 58K followers, 53.4K engagements


"This feeling that everyone is experiencing right now was the overwhelming feeling I had when establishing True North in October of last year. The noise is about to get deafening Buckle up $MSTR Q2 earnings call isnt for another 15+ days 🟩👆🏼"  
[X Link](https://x.com/anyuser/status/1944615790676005195)  2025-07-14T04:31Z 58K followers, 51.6K engagements


"Strategy just posted it's 8th highest closing price in company history with 11x more Bitcoin than the next closest company while announcing a NEW stablecoin-ish preferred equity instrument and [--] days from releasing the largest Net Income earnings report in company history. Yet the community sentiment is bearish. Seems bullish to me. https://twitter.com/i/web/status/1947793637406085348 https://twitter.com/i/web/status/1947793637406085348"  
[X Link](https://x.com/anyuser/status/1947793637406085348)  2025-07-22T22:59Z 58K followers, 84K engagements


"THE BIGGEST STORY IN ALL OF FINANCE $MSTR will beat their largest recorded Net Income in company history ($500M) by [--] times ($10.5B)+ This will be the most important event in the history of @Strategy. If you are interested in $BTC or $MSTR you should join. https://t.co/1WkpjdIp3R This will be the most important event in the history of @Strategy. If you are interested in $BTC or $MSTR you should join. https://t.co/1WkpjdIp3R"  
[X Link](https://x.com/anyuser/status/1950917626227544446)  2025-07-31T13:53Z 58K followers, 107.8K engagements


"@StockMKTNewz Lmao 😂 $PLTR Net income of $404M $MSTR just posted a $32 EPS and $10B net income [--] quarters worth of $PLTR net income (6 years) Yet $MSTR is valued at $110B and $PLTR at $379B Vastly misunderstood & mispriced imo"  
[X Link](https://x.com/anyuser/status/1952519340114452742)  2025-08-04T23:57Z 58K followers, 40.1K engagements


"Digital risk is better than traditional risk Digital risk is better than traditional risk. https://t.co/vrAB4RnyxV Digital risk is better than traditional risk. https://t.co/vrAB4RnyxV"  
[X Link](https://x.com/PunterJeff/status/1955644640486670755)  2025-08-13T14:56Z 58K followers, 33.2K engagements


"$MSTR balance sheet goes from $500M to $77B in [--] years. TradFi brain: The mNAV premium is unjustified must short it Logical responses / questions: How in TF did they accumulate $76.5B in [--] years This is the fastest and strongest growing company on the planet If they continue on this pace they will have the largest balance sheet on the planet in [--] more years Today Strategys Bitcoin holdings closed at an all-time high of $77.2 billion. https://t.co/NgssOoIFKy Today Strategys Bitcoin holdings closed at an all-time high of $77.2 billion. https://t.co/NgssOoIFKy"  
[X Link](https://x.com/anyuser/status/1955740550138880231)  2025-08-13T21:17Z 58K followers, 152.2K engagements


"@hillery_dan Dan the liquidation preference is priced in fiat not Bitcoin"  
[X Link](https://x.com/PunterJeff/status/1956731488676040949)  2025-08-16T14:55Z 58K followers, [----] engagements


"Strategy ( $MSTR) is effectively a Fiat Debasement Insurer Raising premiums (capital) in fiat Deploying that float into Bitcoin Paying claims (dividends) on preferred instruments The no revenue critique misses that its business model doesnt rely on product revenue but on capital inflows and balance sheet allocation just like an insurance company Constantly pooling risk investing reserves and managing claims"  
[X Link](https://x.com/PunterJeff/status/1957484560134115438)  2025-08-18T16:47Z 58K followers, 61.9K engagements


"More bearish $MSTR sentiment here today than in Nov [--] when $MSTR had less assets than debt Today they hold $62.5 Billion of net capital against $700M in annual dividend liabilities (90 years of divvys) That is AAA Investment Grade Markets climb a wall of worry 🟩👆🏼"  
[X Link](https://x.com/anyuser/status/1964810140844192015)  2025-09-07T21:56Z 58K followers, 53.7K engagements


"8 months ago I was selling reinsurance. This weekend the entire Strive team worked tirelessly to acquire a company that holds [----] Bitcoin in a CASHLESS transaction that will be an M&A case study for years to come The world is changing fast. You can just do things"  
[X Link](https://x.com/anyuser/status/1970116483461398849)  2025-09-22T13:22Z 58K followers, 83.9K engagements


"Another massive FUD narrative removed Bitcoin treasury companies can post Billion dollar+ gains on annual reports and not expect to be subject to unrealized gains on BTC holdings As a result of Treasury and IRS interim guidance issued yesterday Strategy does not expect to be subject to the Corporate Alternate Minimum Tax (CAMT) due to unrealized gains on its bitcoin holdings. $MSTR https://t.co/DEgluG8oEN As a result of Treasury and IRS interim guidance issued yesterday Strategy does not expect to be subject to the Corporate Alternate Minimum Tax (CAMT) due to unrealized gains on its bitcoin"  
[X Link](https://x.com/anyuser/status/1973358722316640689)  2025-10-01T12:05Z 58K followers, 51.2K engagements


"SAT question: If someone gave you a Bitcoin today for free ($110000) but you were obligated to pay them $13000 / year would you take that trade That's the preferred equity"  
[X Link](https://x.com/PunterJeff/status/1978500117519818891)  2025-10-15T16:36Z 58K followers, 177.4K engagements


"If the Federal Reserve were a publicly traded company in [----] would it trade at 1x mNAV"  
[X Link](https://x.com/PunterJeff/status/1988352122279104524)  2025-11-11T21:04Z 58K followers, 53.7K engagements


"Sherwin Williams $SHW has a market cap $4.8B higher than $MSTR Listen to how crazy this is. Sherwin Williams has: - Price to Book Ratio (NAV Multiple) of [--] - $23.9B in total assets - $19.8B in total liabilities - Price to Earnings Ratio of [--] - Revenue of: $23 B - Net Income of: $2.4 B - Bitcoin held: Zero - Cash held: $277M $MSTR earns a Net Income of $2.4 B (the same as $SHW) for every $6000 dollar increase in the price of Bitcoin (assuming zero additional Bitcoin acquired) Yo We are going so much fu**ing 🟩👆🏼higher The 1x mNAV bears have no conceptualization of how overvalued the rest"  
[X Link](https://x.com/PunterJeff/status/1865584400018423816)  2024-12-08T02:29Z 58K followers, 89.8K engagements


"Alright y'all $MSTR Q4 [----] Earnings release tomorrow "Analysts" estimate $0.06 Earnings Per Share Gain on average They're WAY wrong. Again. Below are my estimates for EPS based on two scenarios: Scenario [--]. NO Adoption of FASB Fair Value Accounting: - Est. EPS (LOSS) of -$7.97 per share - Est. EPS (Loss) of -$6.95 per fully diluted share Scenario [--]. Adoption of FASB FAIR Value Accounting: - Est. EPS GAIN of $31.68 per share - Est. EPS Gain of $27.63 per fully diluted share As an FYI data point the $QQQ index has an average P/E ratio of [----]. Assumptions for scenario 1: [--]. Software business"  
[X Link](https://x.com/PunterJeff/status/1887033259034599726)  2025-02-05T06:59Z 58K followers, 261.3K engagements


"$MSTR True North - Episode [--] - Strategy Q4 '24 Earnings Call https://x.com/i/broadcasts/1mnxegyevbrGX https://x.com/i/broadcasts/1mnxegyevbrGX"  
[X Link](https://x.com/PunterJeff/status/1887336043684504043)  2025-02-06T03:02Z 58K followers, 275.1K engagements


"$MSTR "The Thesis" Part [--] "Moat""  
[X Link](https://x.com/PunterJeff/status/1926530381207024056)  2025-05-25T06:46Z 58K followers, 385.4K engagements


"At a Bitcoin price of $108500 $MSTR is sitting on $14.3 Billion of EBITDA Earnings in Q2 [----]. If $108k BTC price holds $14B of net income is greater than the last quarterly net income of all US companies with the exception of the top [--] pubco's. 35x $TSLA's last quarter earnings 67x $PLTR's last quarter earnings 3x $WMT's last quarter earnings 🟩👆🏼Higher"  
[X Link](https://x.com/PunterJeff/status/1932178406231462251)  2025-06-09T20:50Z 58K followers, 267.1K engagements


"Every $1718 increase in Bitcoin price is an incremental $1B gain for $MSTR At a Bitcoin price of $108500 $MSTR is sitting on $14.3 Billion of EBITDA Earnings in Q2 [----]. If $108k BTC price holds $14B of net income is greater than the last quarterly net income of all US companies with the exception of the top [--] pubco's. 35x $TSLA's last quarter https://t.co/TxG87O8KEQ At a Bitcoin price of $108500 $MSTR is sitting on $14.3 Billion of EBITDA Earnings in Q2 [----]. If $108k BTC price holds $14B of net income is greater than the last quarterly net income of all US companies with the exception of"  
[X Link](https://x.com/PunterJeff/status/1932212669731479604)  2025-06-09T23:06Z 58K followers, 128.5K engagements


"96.8% chance of $MSTR qualifying for S&P [---] in [--] days *Does not guarantee inclusion yet qualifies them for CONSIDERATION* The S&P [---] is a trophy that all pubcos strive for Establishes another echelon of credit quality The S&P [---] will eventually become the BTC [---] 🟩👆🏼 95.6% chance of $MSTR qualifying for S&P [---] in [--] days *Does not guarantee inclusion rather qualifies them for CONSIDERATION* This will be the FIRST time qualifying for the S&P [---] in company history and since adopting Bitcoin treasury strategy Tick Tock Next Block 🟩👆🏼 https://t.co/QYW6QYwLmg 95.6% chance of $MSTR"  
[X Link](https://x.com/PunterJeff/status/1939057571928908095)  2025-06-28T20:25Z 58K followers, 188.2K engagements


"I dont think Ive ever been more bullish $STRK going parabolic at close $STRF / $STRK / $STRD / $MSTR all outperforming $IBIT 🟩👆🏼"  
[X Link](https://x.com/PunterJeff/status/1939778395216441783)  2025-06-30T20:09Z 58K followers, 119.6K engagements


"🎉I've got a Bitcoin Job 🎉 VP of Bitcoin Strategy 🫡 Let's Strive for Bitcoin 🟩👆🏼Higher $ASST $MSTR Bitcoin $STRK $STRF $STRD I quit my job. Going Bitcoin full time. Come hang out for a few https://t.co/2fdf534jVe I quit my job. Going Bitcoin full time. Come hang out for a few https://t.co/2fdf534jVe"  
[X Link](https://x.com/PunterJeff/status/1941874222340653399)  2025-07-06T14:57Z 58K followers, 591.1K engagements


"Conserve your energy. Get some rest. Bitcoin will be where it is tomorrow. Control what you can control. Its going way 🟩👆🏼Higher. Act like youve been here before"  
[X Link](https://x.com/PunterJeff/status/1943538810631168091)  2025-07-11T05:12Z 58K followers, 98K engagements


"Its almost like this is THE BIGGEST STORY IN ALL OF FINANCE STRC IPO: $2.521 billion Setting the record as the largest U.S. IPO of [----]. https://t.co/B4kIMGoyNG STRC IPO: $2.521 billion Setting the record as the largest U.S. IPO of [----]. https://t.co/B4kIMGoyNG"  
[X Link](https://x.com/PunterJeff/status/1949689485979193821)  2025-07-28T04:32Z 58K followers, 68.1K engagements


"5 years ago today @Strategy purchased their first Bitcoin [-----] acquired for $250 Million [----] days later they now hold [------] valued at $73.2 BILLION $40M PER DAY in capital raise / appreciation Huge congrats to @saylor & team The Strategy is working 🟩👆🏼"  
[X Link](https://x.com/PunterJeff/status/1954578050546573409)  2025-08-10T16:18Z 58K followers, 66.3K engagements


"Strategy could pay for [---] years of the preferred equity interest obligations with the net value of their Bitcoin holdings TODAY. If Bitcoin were to fall to $50k theyd be able to pay for [--] years of obligations. This is financial STRENGTH and HIGH credit quality. This strength & credit quality puts them in them in a VERY STRONG position to raise additional capital across the various capital market tools. These markets are ALWAYS OPEN for business. Donald Trump has famously gotten deals done with a negative net worth Imagine the optionality with having 10s of Billions in real verifiable LIQUID"  
[X Link](https://x.com/PunterJeff/status/1961748497776205868)  2025-08-30T11:11Z 58K followers, 57.2K engagements


"Imagine an insurance policy where if you hold it for [--] years and dont have any claims your quality of life improves by 100% every [--] years. Thats Bitcoin. Pay your premiums live well improve your quality of life"  
[X Link](https://x.com/PunterJeff/status/1972024246185697681)  2025-09-27T19:43Z 58K followers, 66.6K engagements

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