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

MicroStrategy ($MSTR) is nearing inclusion in the S&P 500, with a 94-98% chance in the next few days. The company's market capitalization has risen to $107-112 billion, ranking it among the 93rd-94th largest US companies. Its adoption of a Bitcoin treasury strategy and potential for significant net income gains are driving interest and speculation.

### Engagements: XXXXXXX [#](/creator/twitter::500601961/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::500601961/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXX +48%
- X Months XXXXXXXXXX +52%
- X Year XXXXXXXXXX +773%

### Mentions: XX [#](/creator/twitter::500601961/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::500601961/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +47%
- X Months XXXXX +2.80%
- X Year XXXXX +174%

### Followers: XXXXXX [#](/creator/twitter::500601961/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::500601961/c:line/m:followers.svg)

- X Week XXXXXX +0.45%
- X Month XXXXXX +4.60%
- X Months XXXXXX +43%
- X Year XXXXXX +335%

### CreatorRank: XXXXXXX [#](/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 [#](/creator/twitter::500601961/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #946 [stocks](/list/stocks)  #2846 [finance](/list/finance)  #5124 [automotive brands](/list/automotive-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [technology brands](/list/technology-brands)  XXXX% [currencies](/list/currencies)  XXXX% [countries](/list/countries)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[$mstr](/topic/$mstr) #6, [mstr](/topic/mstr) #12, [bitcoin](/topic/bitcoin) #1452, [strategy](/topic/strategy) #6, [market cap](/topic/market-cap) #15, [$strk](/topic/$strk) #11, [$strf](/topic/$strf) #7, [strk](/topic/strk) #14, [$strd](/topic/$strd) #5, [saylor](/topic/saylor) #10

**Top accounts mentioned or mentioned by**
[@saylor](/creator/undefined) [@actuallyclimber](/creator/undefined) [@mstrstrategy](/creator/undefined) [@benwerkman](/creator/undefined) [@mstrtruenorth](/creator/undefined) [@timkotzman](/creator/undefined) [@ryquant](/creator/undefined) [@thejessemk](/creator/undefined) [@stellareconomy](/creator/undefined) [@edpatisso](/creator/undefined) [@hermeslux](/creator/undefined) [@strategy](/creator/undefined) [@realjimchanos](/creator/undefined) [@hurdleratepod](/creator/undefined) [@grok](/creator/undefined) [@thebitcoin__](/creator/undefined) [@smooth_btc](/creator/undefined) [@colemacro](/creator/undefined) [@kristophjeffers](/creator/undefined) [@tiggersdad2](/creator/undefined)

**Top assets mentioned**
[Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [Strike (STRK)](/topic/$strk) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [Applovin Corporation (APP)](/topic/applovin) [Nike Inc (NKE)](/topic/$nke) [Analog Devices, Inc. (ADI)](/topic/analog-devices) [iShares BTC Trust (IBIT)](/topic/$ibit) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Hundred Million (100M)](/topic/$100m) [Amphenol Corporation (APH)](/topic/amphenol) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Welltower Inc (WELL)](/topic/welltower) [Microsoft Corp. (MSFT)](/topic/$msft)
### Top Social Posts [#](/creator/twitter::500601961/posts)
---
Top posts by engagements in the last XX hours

"Think about this for a moment: $MSTR has more Bitcoin than ALL nations in the entire world COMBINED. Let that sink in. The seriousness of Strategy is palpable. Sovereign power. Every move by @Saylor is very calculated understanding the immense scale of the situation"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1915646209819136486) 2025-04-25 05:57:02 UTC 53.1K followers, 55.3K engagements


"$STRF is 7x collateralized by Bitcoin Is the market recognizing that $STRF is investment grade 👀 $MSTR Bitcoin"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1939685474320470166) 2025-06-30 14:00:29 UTC 53.1K followers, 49.3K engagements


"@NUCLRGOLF @TrackingRory All golfers should take the @Mike_kim714 approach and share what they want to share post round without any media forcing some narrative. Decentralize the media post solo reflections after the round. Control the narrative. Its the golfers story not the medias"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1934285567975719371) 2025-06-15 16:23:11 UTC 53.1K followers, 5508 engagements


"If you're still trying to wrap your head around $STRK study the below. $STRK has moved from "Point A" to "Point B" on the pricing curve as the IPO pricing would typically qualify as "distressed". The market is reacting and calibrating to the new instrument in the marketplace as the risk/return trade off is priced appropriately to the security. This is the reason for near term outperformance of $STRK relative to $MSTR & Bitcoin. Two elements determine the price the bond floor ($8/share annual dividend) and the conversion into common shares ( XX shares of $STRK to X share of $MSTR). There may"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1942819928601682223) 2025-07-09 05:35:41 UTC 53.1K followers, 62.9K engagements


"A crazy aspect to this $MSTR earnings story is that once the Q2 financials are released and HUMANS digest the magnitude and scale to recalibrate (very quiet right now) Only then will they recognize that the incoming Q3 is going to be even larger Bewilderment compounding 🟩👆🏼"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1944631611221328002) 2025-07-14 05:34:40 UTC 53.1K followers, 54.5K engagements


"Strategy tracking day XXX $MSTR now ranked 80th largest US company by market cap ($128.5B) Market Cap ATH & Ranking ATH Jumped X companies today Railroads and Tractors in the cross hairs HR resources and ISPs in the rear view. Day XX of qualifying for S&P XXX 13th largest publicly traded equity by volume 🟩👆🏼"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1945605009154150440) 2025-07-16 22:02:36 UTC 53.1K followers, 33.6K engagements


"$14 B is a lot to wrap your head around. Thats $100M XXX times In a single quarter"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1942196528552259766) 2025-07-07 12:18:31 UTC 53.1K followers, 82.6K engagements


"@KristophJeffers @ActuallyClimber US capital markets are an order of magnitude larger than Asia"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1941638257940533715) 2025-07-05 23:20:09 UTC 53.1K followers, 2572 engagements


"Strategy tracking day XXX $MSTR now ranked 94th largest US company by market cap ($112.3B) Skipped past X companies today. Behind Vietnamese left/right specific socks. Day X of qualifying for S&P XXX 7th largest publicly traded equity by volume (biggest jump in quite a while possibly material $MSTR ATM this week)"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1940518360196043175) 2025-07-02 21:10:04 UTC 53.1K followers, 133.7K 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"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1943538810631168091) 2025-07-11 05:12:16 UTC 53.1K followers, 97.2K engagements


"Bitcoin is an asset without an issuer A commodity not a security A decentralized peer to peer network representing the 6th largest asset on the planet with capacity to go to #1 Design your digital sluice box. The digital gold rush is upon us. 🟩👆🏼"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1944067361432383703) 2025-07-12 16:12:32 UTC 53.1K followers, 24.1K engagements


"$MSTR now ranked 95th largest US company by market cap ($104B) Fell X company today. Give you a sat if you know who amphenol is without looking it up. Day XXX in a row of qualifying for S&P XXX market cap threshold 10th largest publicly traded equity by volume"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1927456294358655270) 2025-05-27 20:06:05 UTC 53.1K followers, 49K engagements


"@MasonFoard @hillery_dan Everyone gets $STRK at the price they deserve"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1939704031666135287) 2025-06-30 15:14:13 UTC 53.1K followers, 2665 engagements


"We're back on for Episode XX of the Investment Grade Bitcoin podcast tonight. Come hang out & bring your thinking caps. We'll be diving into the evolution of the Bitcoin backed credit market Perhaps we dabble with another BTC ATH on the stream 🤷♂"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1943114798981685505) 2025-07-10 01:07:24 UTC 53.1K followers, 32.2K engagements


"😱 Just realized Strategy is going to ATM the preferred dividend DRIPs Oh shit"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1939696957158818251) 2025-06-30 14:46:07 UTC 53.1K followers, 88K engagements


"9 days into Q3 Strategy ( $MSTR) is sitting on a $2.3B gain from BTC held on balance sheet $256M gain per day. $167222 Gain per day per employee. $XXX EPS so far in Q3 2025"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1943121002537586758) 2025-07-10 01:32:03 UTC 53.1K followers, 77K engagements


"@DylanLeClair_ 🧡 Pumped to get in the market Appreciate all the support along the way Lets drive this puppy to $21T"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1942209950010560869) 2025-07-07 13:11:51 UTC 53.1K followers, 5471 engagements


"Strategy tracking day XXX $MSTR now ranked 93rd largest US company by market cap ($112.99B) Jumped X company (Nike) today and X company this week. Digital Capital now chasing Analog Devices. Day X of qualifying for S&P XXX 11th largest publicly traded equity by volume Cheers to America & Cheers to the weekend 🍻 Have a happy fourth & enjoy the long weekend 🟩👆🏼"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1940879622457209245) 2025-07-03 21:05:36 UTC 53.1K followers, 151.8K engagements


"Strategy tracking day XXX $MSTR now ranked 92nd largest US company by market cap ($117.8B) New Market Cap ATH Jumped X company today. Behind XX companies that hold zero Bitcoin. Day X of qualifying for S&P XXX 11th largest publicly traded equity by volume"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1943428964099461485) 2025-07-10 21:55:46 UTC 53.1K followers, 73.4K engagements


"🎉I've got a Bitcoin Job 🎉 VP of Bitcoin Strategy 🫡 Let's Strive for Bitcoin 🟩👆🏼Higher $ASST $MSTR Bitcoin $STRK $STRF $STRD"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1941874222340653399) 2025-07-06 14:57:47 UTC 53.1K followers, 472.4K engagements


"I only say conserve your energy because we could have X straight months of this. There are Billions and Billions in the pipeline. Its a marathon 🏃♂"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1943542616915861982) 2025-07-11 05:27:23 UTC 53.1K followers, 61.6K engagements


"Josh MSTR added $12.7B to retained earnings in 2024 With all due respect youre wrong and all of the meaningless websites that follow this stock are also wrong. FASB fair value accounting was adopted in Q1 which resulted in the earnings gain. The accounting rules dont let them travel back in time and change all of the historical earnings reports I know you know this. We talked about this for the entirety of 2024"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1932447594837656043) 2025-06-10 14:39:44 UTC 53.1K followers, 12.2K 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 $XXXXX Earnings Per Share $11.2B Net Income is $XXX Million dollars XXX times That's a lot of fuckin money Wall street WILL BE Bewildered 🟩👆🏼"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1939459890692714779) 2025-06-29 23:04:06 UTC 53.1K followers, 160.8K engagements


"Strategy tracking day XXX $MSTR now ranked 93rd largest US company by market cap ($116B) Moved zero companies today. Past burnt coffee L/R specific socks & Aerospace weapons. Applovin and Natural Gas in the crosshairs Day X of qualifying for S&P XXX 11th largest publicly traded equity by volume"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1943055857786515570) 2025-07-09 21:13:11 UTC 53.1K followers, 61.2K 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 🟩👆🏼"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1944615790676005195) 2025-07-14 04:31:48 UTC 53.1K followers, 49.8K engagements


"@_ChaitanyaJ Shares over time across every single issuance. Outstanding and fully diluted"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1944904144864862356) 2025-07-14 23:37:37 UTC 53.1K followers, 7744 engagements


"@saylor If my calculations are correct once this baby hits $88B youre gonna see some serious shit"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1944402113163137270) 2025-07-13 14:22:43 UTC 53.1K followers, 27.2K engagements


"Strategy tracking day XXX $MSTR now ranked 83rd largest US company by market cap ($125.9B) NEW MARKET CAP & RANKING ATH Jumped X companies today. Lawn mowers in the rear view tractors and ISPs with terrible customer service in the crosshairs Day X of qualifying for S&P XXX 4th largest publicly traded equity by volume (ratcheting back up) 🟩👆🏼"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1944872370684223977) 2025-07-14 21:31:21 UTC 53.1K followers, 105.4K engagements


"Quick story on my Monopoly thesis / recent thoughts: When I first went "all-in" on $MSTR in February of 2023 $MSTR held 130000 Bitcoin. At the time that 132000 BTC that $MSTR held was 10x the next closest pubco ( $MARA) which held around 12200 BTC At the time Bitcoin was trading around $23000 So the "cost" of that moat was $XXX Billion (120000 BTC * $23000). In other words it would have cost $XXX Billion for another company to catch $MSTR in February of 2023. My thought process was simple: "Microstrategy has more hard money than anyone else and will be able to leverage that hard money as"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1942255849885630699) 2025-07-07 16:14:14 UTC 53.1K followers, 79.4K engagements


"I dont think Ive ever been more bullish $STRK going parabolic at close $STRF / $STRK / $STRD / $MSTR all outperforming $IBIT 🟩👆🏼"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1939778395216441783) 2025-06-30 20:09:43 UTC 53.1K followers, 118.3K engagements


"@dotkrueger Bro thats only XXX more coins Id think over the next X years they add another 85000 coin + and get to around 300000. Convertible debt was materially oversubscribed revenue is going to grow business diversification. Id be willing to bet on this one"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1784377840135462919) 2024-04-28 00:23:23 UTC 53.1K followers, 8938 engagements


"Strategy tracking day XXX $MSTR now ranked 84th largest US company by market cap ($123.5B) Fell X company today. Behind ISPs and cloud network solutions. Day XX of qualifying for S&P XXX 10th largest publicly traded equity by volume"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1945226667988758960) 2025-07-15 20:59:12 UTC 53.1K followers, 69.8K engagements


"$MSTR now ranked 141st largest US company by market cap ($73.52B) Fell XX companies today. Back in no mans land sandwiched between toothpaste and TransDigm Group (whoever the hell that is) Day XXX in a row of qualifying for S&P XXX market cap threshold 9th largest publicly traded equity by volume today. Enjoy the ride 🌊"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1894137569455345922) 2025-02-24 21:29:22 UTC 53.1K followers, 59.8K engagements


"@Adrian_R_Morris Well have a nap THEN BUY THE BITCOIN"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1943326551438954542) 2025-07-10 15:08:49 UTC 53.1K followers, 3007 engagements


"@KristophJeffers @ActuallyClimber I dont have a crystal ball. I think both will do very well. And I am positioned as such. Base effect math sides with MetaPlanet Long term moat sides with MSTR"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1941630229904228609) 2025-07-05 22:48:15 UTC 53.1K followers, 25.1K engagements


"@Tiggersdad2 $MSTR free cash flow occurs in a tax advantaged fashion on the balance sheet and not the income statement. Its confusing for many. Your stats omit balance sheet treasury ops. Operating cash flow is converted immediately into permanent capital (BTC) via the balance sheet"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1945249856093630927) 2025-07-15 22:31:21 UTC 53.1K followers, XXX engagements


"Never deleting this app @RealJimChanos getting dunked on by AI"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1945626318114361534) 2025-07-16 23:27:16 UTC 53.1K followers, 12.9K engagements


"What are $STRF $STRK & $STRD in X minutes and X seconds The KEY to $MSTR's preferred equity and adding Bitcoin TORQUE to the balance sheet Bitcoin collateral is TRANSFORMED into risk tranches via the corporate balance sheet @saylor @Strategy @MSTRTrueNorth @BenWerkman @TimKotzman @HurdleRatePod @ColeMacro @natbrunell"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1937612393284264351) 2025-06-24 20:42:48 UTC 53.1K followers, 65.6K engagements


"With Bitcoin at $117000 $MSTR has $XX Billion in assets They have $XXX Billion in debt and $3.5B in Preferred equity notional liabilities ($11.7B). Total leverage ratio of XXXX% Historic level of financial strength $MSTR will be acquiring far more BTC in H2 2025 Still waiting on that dm @amitisinvesting"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1944986071810629964) 2025-07-15 05:03:10 UTC 53.1K followers, 6486 engagements


"$MSTR has $XXXX Billion in NET capital (Net of liabilities) $62.9B if you pull out the convertible debt trading deep ITM as equity. For scale: $59.6B = 176th largest US company by market cap $62.9B = 168th largest US company by market cap 🟩👆🏼Higher"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1945636060333314319) 2025-07-17 00:05:59 UTC 53.1K followers, XXX engagements


"$MSTR now ranked 93rd largest US company by market cap ($107.9B) Moved zero companies today. Big Pharma and AppLovin in the crosshairs Day XXX in a row of qualifying for S&P XXX market cap threshold 14th largest publicly traded equity by volume"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1938329851079102603) 2025-06-26 20:13:43 UTC 53.1K followers, 46.8K engagements


"$MSTR now ranked 95th largest US company by market cap ($103.9B) Striding past X company today. Day XXX in a row of qualifying for S&P XXX market cap threshold 13th largest publicly traded equity by volume"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1929664950802567448) 2025-06-02 22:22:30 UTC 53.1K followers, 61.2K engagements


"Strategy tracking day XXX $MSTR now ranked 94th largest US company by market cap ($110.5B) Fell X company today. Seems as if we have a new battle with L/R specific socks (Nike) Day X of qualifying for S&P XXX 14th largest publicly traded equity by volume"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1942328879571689861) 2025-07-07 21:04:26 UTC 53.1K followers, 60.5K engagements


"$MSTR now ranked 117th largest US company by market cap ($84.4B) Fell X company today and X this week. Behind Welltower private fund management and real estate investment trust 🤮 Day XXX in a row of qualifying for S&P XXX market cap threshold 9th largest publicly traded equity by volume today"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1885446838754697288) 2025-01-31 21:55:30 UTC 53.1K followers, 52.4K engagements


"Today also represents $MSTR's 2nd highest daily close ever $XXX per share (601550 BTC held). 11/20/24 Close: $XXX (331200 BTC held) Approaching price discovery with XX% more Bitcoin 🟩👆"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1944877788080881704) 2025-07-14 21:52:53 UTC 53.1K followers, 17.1K engagements


"The only comparable metric between tech monopolies is Market Cap $MSFT : XXXX% fiat USD dividend yield in 2024 with a XX% appreciation in the equity ($3.5T) $MSTR : XXXX% *reinvested* Bitcoin yield in 2024 with a XXX% appreciation in the equity ($109B) Which way modern man"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1932206490372493354) 2025-06-09 22:41:40 UTC 53.1K followers, 31.3K engagements


"94.9% chance of $MSTR qualifying for S&P XXX in X days *This does not guarantee inclusion rather qualifies them for CONSIDERATION for inclusion* The alarm clock for the world to wake up to BTC Many sweaty sleepless FOMO nights ahead for TradFi capital allocators"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1938330765038915887) 2025-06-26 20:17:21 UTC 53.1K followers, 173.2K engagements


"$MSTR's net capital is the size of the Nasdaq's entire market cap"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1937227936115097897) 2025-06-23 19:15:06 UTC 53.1K followers, 14.2K engagements


"94.2% chance of $MSTR qualifying for S&P XXX in X days *This does not guarantee inclusion rather qualifies them for CONSIDERATION for inclusion* $SPY needs $MSTR $MSTR doesn't need $SPY Passive fund managers have aligned incentives to maximize fee revenue 🟩👆🏼Higher"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1937967989686682036) 2025-06-25 20:15:49 UTC 53.1K followers, 153.8K engagements


"Hurdle Rate episode XX is live We discuss: - Quick overview of my new role - $STRD having an ATM - Evolution of preferred equities & scale - recent Elon musings"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1942960908789231792) 2025-07-09 14:55:53 UTC 53.1K followers, 20.5K engagements


"$MSTR's preferred instruments $STRF / $STRK / $STRD have a Total Addressable Market (TAM) of $XXX TRILLION XXX% of the Bond market XX% of the Real Estate market (Held for Fixed Income) XX% of the Money market ($STRF - Risk Free) XX% of the Equity market (Held for Dividends) X% of Art X% of Gold There is no other company on the planet with a TAM that large and they have a 12x collateral moat of Bitcoin Strategy is going to be the largest company on the planet by an order of magnitude. h/t @Croesus_BTC for the Total Global Asset chart"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1937723524363452505) 2025-06-25 04:04:24 UTC 53.1K followers, 80.4K engagements


"No the IPOs of these products were priced as if they were distressed debt when in fact they are investment grade. The market is recalibrating. Its not that surprising that they have performed well. Since $STRK launch $STRK is up XX% $IBIT + X% $MSTR + XX% Since $STRF launch $STRF is up XX% $IBIT is + XX% $MSTR is + XX% These are credit instruments getting repriced by credit markets and credit standards"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1942963216394617214) 2025-07-09 15:05:03 UTC 53.1K followers, XXX engagements


"@saylor Hmm 🤔 Interesting @TheJesseMK @MSTRTrueNorth"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1942199607414669423) 2025-07-07 12:30:45 UTC 53.1K followers, 25K engagements


"The top XX US publicly traded companies are valued at a combined market cap of $XXXX TRILLION This is a valuation of XXXXX MILLION Bitcoin XXX times the total supply of Bitcoin EVER It's all going 🟩👆🏼Higher"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1932469474952872215) 2025-06-10 16:06:41 UTC 53.1K followers, 14K 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"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1939675520087769532) 2025-06-30 13:20:56 UTC 53.1K followers, 122.3K engagements


"Strategy tracking day XXX $MSTR now ranked 93rd largest US company by market cap ($110.8B) Jumped X company today. Neck & Neck with Applovin (the only other company in top XXX US pubcos not currently in S&P 500) Day X of qualifying for S&P XXX 21st largest publicly traded equity by volume (first day in the 20s since I started tracking daily volume). Almost like the tide going out before the Tsunami"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1942807709683736967) 2025-07-09 04:47:08 UTC 53.1K followers, 60.6K engagements


"Another $XX Million of energy accepted the Strategy BTC rating for long term capital allocation $X of $MSTR ATM used in the last X weeks Torque me harder"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1937212191784288381) 2025-06-23 18:12:32 UTC 53.1K followers, 67K engagements


"Bitcoin ATH : $2.3T $MSTR ATH : $117B $NVDA ATH : $4T (First $4T equity ever) Assets ready to soar into uncharted territory"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1943429773222645956) 2025-07-10 21:58:59 UTC 53.1K followers, 30.9K engagements


"$MSTR now ranked 152nd largest US company by market cap ($68.53B) Jumped X companies today. Behind the Williams Companies 🤷♂ Day XXX in row of qualifying for S&P XXX market cap threshold 9th largest publicly traded equity by volume 🟩👆🏼"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1894872953864733027) 2025-02-26 22:11:31 UTC 53.1K followers, 54.5K engagements


"The worlds first quadruple threat ATM in action. $472M raised last week 👀 Id venture to guess (based on the BTC acquisition price) the MSTR common ATM may have only been used one day last week (the big volume day ranked 6th)"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1944748415340134736) 2025-07-14 13:18:48 UTC 53.1K followers, 40.4K engagements


"Strategy Tracking Day 334: $MSTR now ranked 93rd largest US company by market cap ($112.9B) Jumped X company today. Chasing down natural gas & AppLovin Q2 close with BTC @ $107750 will result in an estimated Q2 2025 EPS of $XXXX This clears the FINAL criteria Strategy needed to be considered for the S&P XXX as they will report positive earnings of $11B resulting in positive earnings (when summed together for the last X quarters). The final decision for inclusion is up to the committee (this will be very controversial and heavily debated). This (to me) represents Day X of qualifying for S&P"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1939821475261030711) 2025-06-30 23:00:54 UTC 53.1K followers, 137.2K engagements


"Bitcoin now 5th largest asset on the planet. Leaving $AMZN in the dust. Next stop $3T"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1944613800751308866) 2025-07-14 04:23:53 UTC 53.1K followers, 48.4K engagements


"Strategy tracking day XXX $MSTR now ranked 88th largest US company by market cap ($121.4B) NEW MARKET CAP ATH Jumped X companies today and X this week. Applovin and Nat gas in the rear view Lawnmowers and HR processing in the crosshairs. Day X of qualifying for S&P XXX 6th largest publicly traded equity by volume (Highest in quite a while) Cheers to the weekend 🍻"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1943802467902533724) 2025-07-11 22:39:57 UTC 53.1K followers, 102.9K engagements


"Quadruple threat ATM 🚀 $MSTR / $STRF / $STRK / $STRD infinite duration fiat liability in exchange for hard money today The final swap USD / BTC"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1942202891697373284) 2025-07-07 12:43:48 UTC 53.1K followers, 50.6K engagements


"Most corporations are going to have a Bitcoin cost basis $1000000"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1943812430146285849) 2025-07-11 23:19:32 UTC 53.1K followers, 52.9K engagements


"@saylor @Strategy Choo Choo X slots behind Union Pacific Railroad Nothing stops this train"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1945605478425530763) 2025-07-16 22:04:28 UTC 53.1K followers, 7684 engagements


"@saylor @AtlasHoddled @LaDoger21 Careful man. Theres a beverage here"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1945480670786252879) 2025-07-16 13:48:31 UTC 53.1K followers, 9147 engagements


"@AngryBuhda @saylor @MSTRTrueNorth Congrats Epic photos"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1944581364294005014) 2025-07-14 02:15:00 UTC 53.1K followers, XXX engagements


"The S&P XXX is valued at 500460800 Bitcoin The companies in the S&P XXX hold 20776 Bitcoin The Bitcoin mNAV of the S&P XXX is 24088 The market valuation systems are nowhere near equilibrium Fiat as Unit of Account is clashing with Bitcoin as Unit of Account"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1941515075296297146) 2025-07-05 15:10:40 UTC 53.1K followers, 123.7K engagements


"@Badie912 $PLTR has a PE ratio of XXX. $MSTR has a PE Ratio of XXX May want to consider just holding the common equity forever"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1944905364878844248) 2025-07-14 23:42:28 UTC 53.1K followers, 28.5K engagements


"13 days into Q3 (Sunday July 13th 2025) Strategy ( $MSTR) is sitting on a $X Billion gain from BTC held on balance sheet $620M gain per day. $404750 Gain per day per employee. Estimated $XXXX EPS so far in Q3 2025 Q2 2025 EPS estimate: $XX - $XX (TBD) $MSTR Trailing XX month EPS estimate is $66/share With $MSTR @ $XXX / share the implied P/E ratio is XXX The S&P XXX average PE ratio is XX. 🟩👆🏼"  
![@PunterJeff Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::500601961.png) [@PunterJeff](/creator/x/PunterJeff) on [X](/post/tweet/1944630099036582189) 2025-07-14 05:28:39 UTC 53.1K followers, 95.5K engagements