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# ![@Werkman Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1038103769182031872.png) @Werkman Ben Werkman

Ben Werkman appears to be involved with MicroStrategy ($MSTR) and has been tweeting about its stock and related topics. He expressed optimism about the company's ATM (At-The-Market) offerings, specifically $STRF and $STRK, which seem to be progressing well. Werkman also shared his outlook on Bitcoin and encouraged investors to stay focused on their goals despite market turmoil.

### Engagements: [---] [#](/creator/twitter::1038103769182031872/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1038103769182031872/c:line/m:interactions.svg)

- [--] Week [-------] +141%
- [--] Month [-------] +11%
- [--] Months [---------] -90%
- [--] Year [----------] -16%

### Mentions: [--] [#](/creator/twitter::1038103769182031872/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1038103769182031872/c:line/m:posts_active.svg)

- [--] Week [--] -82%
- [--] Month [--] +66%
- [--] Months [---] -29%
- [--] Year [---] -69%

### Followers: [------] [#](/creator/twitter::1038103769182031872/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1038103769182031872/c:line/m:followers.svg)

- [--] Week [------] -0.07%
- [--] Month [------] -0.05%
- [--] Months [------] +11%
- [--] Year [------] +28%

### CreatorRank: [---------] [#](/creator/twitter::1038103769182031872/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1038103769182031872/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  71.84% [stocks](/list/stocks)  50.49% [finance](/list/finance)  40.78% [exchanges](/list/exchanges)  6.8% [countries](/list/countries)  2.91% [technology brands](/list/technology-brands)  2.91% [automotive brands](/list/automotive-brands)  0.97% [currencies](/list/currencies)  0.97% [financial services](/list/financial-services)  0.97%

**Social topic influence**
[bitcoin](/topic/bitcoin) 49.51%, [$mstr](/topic/$mstr) 40.78%, [$btc](/topic/$btc) 14.56%, [in the](/topic/in-the) 11.65%, [hodl](/topic/hodl) 10.68%, [yield](/topic/yield) 10.68%, [$strk](/topic/$strk) 9.71%, [strk](/topic/strk) 9.71%, [$strf](/topic/$strf) 7.77%, [to the](/topic/to-the) 6.8%

**Top accounts mentioned or mentioned by**
[@hurdleratepod](/creator/undefined) [@swan](/creator/undefined) [@bitcoinforcorps](/creator/undefined) [@colemacro](/creator/undefined) [@strive](/creator/undefined) [@williamwallets8](/creator/undefined) [@joshmandell6](/creator/undefined) [@mikealfred](/creator/undefined) [@saylor](/creator/undefined) [@punterjeff](/creator/undefined) [@toxicbtc21m](/creator/undefined) [@z06z07](/creator/undefined) [@bknight221](/creator/undefined) [@kblackrock92](/creator/undefined) [@sobro555](/creator/undefined) [@iiicapital](/creator/undefined) [@semlersci](/creator/undefined) [@blakelewis](/creator/undefined) [@bitcoin](/creator/undefined) [@adrianrmorris](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Strike (STRK)](/topic/$strk) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [Asset Entities Inc. (ASST)](/topic/$asst) [Coinbase Global Inc. (COIN)](/topic/coinbase) [2131KOBUSHIDE (21)](/topic/$21) [GameStop, Corp. (GME)](/topic/$gme) [Cango Inc. American Depositary Shares (CANG)](/topic/cango)
### Top Social Posts
Top posts by engagements in the last [--] hours

"We are back with another episode of @HurdleRatePod with returning guest @IIICapital Welcome back to The Hurdle Rate. Episode 47: A Time To Build The crew is back with a wide-ranging breakdown of the weeks biggest themes. They discuss whats happening on the ground at Bitcoin Investor Week in NYC then dive into the ongoing debate around bull versus bear https://t.co/dwQUdPgs5r Welcome back to The Hurdle Rate. Episode 47: A Time To Build The crew is back with a wide-ranging breakdown of the weeks biggest themes. They discuss whats happening on the ground at Bitcoin Investor Week in NYC then dive"  
[X Link](https://x.com/Werkman/status/2021314340826100143)  2026-02-10T20:04Z 50.2K followers, 11K engagements


"Yesterday with our stock trading below post-acquisition pro-forma Bitcoin NAV I acquired [-----] shares of $ASST. Over the past [--] days I have acquired a total of [------] shares. Strive Inc.and @SemlerSci Announce Shareholder Approval for Acquisition of Semler Scientific As part of the all-stock transaction Strive will acquire Semlers [------] Bitcoin. Strive also announces the purchase of [---] additional Bitcoin for its corporate treasury. Strive Inc.and @SemlerSci Announce Shareholder Approval for Acquisition of Semler Scientific As part of the all-stock transaction Strive will acquire Semlers"  
[X Link](https://x.com/Werkman/status/2011444660494094764)  2026-01-14T14:25Z 50.2K followers, 120.7K engagements


"Strategy bought [-----] Bitcoin just last week. If they keep that pace they'd acquire [-----] BTC in [--] weeks. That is more Bitcoin than the next closest pubco (MARA) in [--] Weeks. That's an unbelievable pace. We have become so numb to the scale of these buys 🤣 Strategy has acquired [-----] BTC for $1.25 billion at $91519 per bitcoin. As of 1/11/2026 we hodl [------] $BTC acquired for $51.80 billion at $75353 per bitcoin. $MSTR $STRC $STRK $STRF $STRD $STRE https://t.co/bIbPbFAbTa Strategy has acquired [-----] BTC for $1.25 billion at $91519 per bitcoin. As of 1/11/2026 we hodl [------] $BTC acquired for"  
[X Link](https://x.com/Werkman/status/2011824548555931917)  2026-01-15T15:35Z 50.2K followers, 61.6K engagements


"Any company capitalized entirely in a single fiat currency is exposed to catastrophic loss if that currency fails. History shows this risk repeatedly with outright currency collapses like the Iranian rial (example below) Argentine peso Venezuelan bolvar Zimbabwe dollar and Lebanese pound to severe devaluation events such as the Turkish lira and Sri Lankan rupee. When a monetary regime breaks unhedged balance sheets will break with it. Bitcoin offers an unprecedented hedge as a non-sovereign globally liquid reserve asset that cannot be instantly devalued by a policy decision or local unrest."  
[X Link](https://x.com/Werkman/status/2013365751223071058)  2026-01-19T21:39Z 50.2K followers, 37.1K engagements


"Whoa. Strategy has acquired [-----] BTC for $2.13 billion at $95284 per bitcoin. As of 1/19/2026 we hodl [------] $BTC acquired for $53.92 billion at $75979 per bitcoin. $MSTR $STRC https://t.co/pJM0Yuy32w Strategy has acquired [-----] BTC for $2.13 billion at $95284 per bitcoin. As of 1/19/2026 we hodl [------] $BTC acquired for $53.92 billion at $75979 per bitcoin. $MSTR $STRC https://t.co/pJM0Yuy32w"  
[X Link](https://x.com/Werkman/status/2013604320403415392)  2026-01-20T13:27Z 50.2K followers, 29K engagements


"Strive has acquired [------] Bitcoin at an average price of $89851 and now holds [--------] BTC as of January [--] [----]. This places @strive as the 10th largest publicly traded holder of Bitcoin. Onward. 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 & Oversubscribed Follow-On Offering of SATA Stock and"  
[X Link](https://x.com/Werkman/status/2016515230474412188)  2026-01-28T14:14Z 50.2K followers, 53.2K engagements


"If recent events have taught you one thing it should be the importance of choosing the company you keep carefully. Lifes too short to waste it dealing with jerks and constant negativity. Surround yourself with good people"  
[X Link](https://x.com/Werkman/status/2018132090919829618)  2026-02-02T01:19Z 50.2K followers, 15.7K engagements


"@Blake_Lewis_ Your Dad was a truly great person and a voice I really loved having in the space. He will always be remembered fondly"  
[X Link](https://x.com/Werkman/status/2020336751336968311)  2026-02-08T03:19Z 50.2K followers, [----] engagements


"With Bitcoin its a matter of when we win.not if. Slowly at first.then all at once"  
[X Link](https://x.com/Werkman/status/2020544454948684108)  2026-02-08T17:05Z 50.2K followers, 23.1K engagements


"On social media you will always find those who want you to fold to their feeling of the day. Don't. Stay focused on your goals. Build and hold your own conviction. Think in years not days. Win"  
[X Link](https://x.com/Werkman/status/2020606964393476211)  2026-02-08T21:13Z 50.2K followers, [----] engagements


"@williamwallets8 The Goggins mindset is undefeated 🫡"  
[X Link](https://x.com/Werkman/status/2020607810149437873)  2026-02-08T21:16Z 50.2K followers, [---] engagements


"Bitcoin has entered the conversation in Michigans race for governor. Its time for Michigan to embrace Bitcoin. As governor I will protect Michigan families not stifle innovation. Its time to let @Bitcoin compete grow and give our citizens more control over their financial future. #Bitcoin https://t.co/ssXVGjTer8 As governor I will protect Michigan families not stifle innovation. Its time to let @Bitcoin compete grow and give our citizens more control over their financial future. #Bitcoin https://t.co/ssXVGjTer8"  
[X Link](https://x.com/Werkman/status/2021260907808960830)  2026-02-10T16:32Z 50.2K followers, 22.2K engagements


"This Bitcoin volatility ride isn't for everyone. It requires strong unwavering conviction in the asset and a time horizon that spans years. JUST IN: Bitcoin miner and treasury company Cango sells [----] BTC for $305 million to strengthen its balance sheet and AI expansion. https://t.co/eN6DHinKQ2 JUST IN: Bitcoin miner and treasury company Cango sells [----] BTC for $305 million to strengthen its balance sheet and AI expansion. https://t.co/eN6DHinKQ2"  
[X Link](https://x.com/Werkman/status/2020863603662827676)  2026-02-09T14:13Z 50.2K followers, 23.7K engagements


"When that sky turns green it is so over for the bears"  
[X Link](https://x.com/Werkman/status/2021356559213957187)  2026-02-10T22:52Z 50.2K followers, [----] engagements


"While I hate to even give this clip air time I think it's important for people to realize how uninformed the critics are. For instance whoever this Gavin guy is says that the interest expense on the convertible notes is $75M (followed up by how much he doesn't care about MSTR). He's only off by 116% (rounding errors right) the debt is $34.6M annually. He then goes on to say he knows no hedge funds that own MSTR but he thinks a lot of hedge funds are short MSTR. Hmmm any reason that might be Might these hedge funds be convertible arbitragers perhaps Just maybe if we checked the 13F filings we"  
[X Link](https://x.com/anyuser/status/1865779076348219840)  2024-12-08T15:22Z 50.2K followers, 179.7K engagements


"Just amazing hes going to fly past my [------] estimate for the year $MSTR MicroStrategy has acquired [-----] BTC for $2.1 billion at $98783 per #bitcoin and has achieved BTC Yield of 43.2% QTD and 68.7% YTD. As of 12/8/2024 we hodl [------] $BTC acquired for $25.6 billion at $60324 per bitcoin. $MSTR https://t.co/8r7bFqMFof MicroStrategy has acquired [-----] BTC for $2.1 billion at $98783 per #bitcoin and has achieved BTC Yield of 43.2% QTD and 68.7% YTD. As of 12/8/2024 we hodl [------] $BTC acquired for $25.6 billion at $60324 per bitcoin. $MSTR https://t.co/8r7bFqMFof"  
[X Link](https://x.com/anyuser/status/1866116048375742864)  2024-12-09T13:41Z 50.2K followers, 68.5K engagements


"***Convertible Bond Demand Intensifies*** $MSTR JUST IN: Vivek Ramaswamys Strive Asset Management files for a Bitcoin Bond ETF designed to give exposure to growing convertible bond market for companies with Bitcoin treasuries https://t.co/xnSYIo9Z0g JUST IN: Vivek Ramaswamys Strive Asset Management files for a Bitcoin Bond ETF designed to give exposure to growing convertible bond market for companies with Bitcoin treasuries https://t.co/xnSYIo9Z0g"  
[X Link](https://x.com/anyuser/status/1872387637430088111)  2024-12-26T21:02Z 50.2K followers, 112.6K engagements


"What a night #Bitcoin"  
[X Link](https://x.com/anyuser/status/1874328702496235608)  2025-01-01T05:36Z 50.2K followers, 52K engagements


"We are so back. #Bitcoin $MSTR"  
[X Link](https://x.com/anyuser/status/1879620517256462588)  2025-01-15T20:03Z 50.2K followers, 46.5K engagements


"If you only read one thing today make sure this is it. Wow. #Bitcoin This is the only thing you need to read about tariffs to understand Bitcoin for [----]. This is undoubtedly my highest conviction macro trade for the year: Plaza Accord [---] is coming. Bookmark this and revisit as the financial war unravels sending Bitcoin violently higher. https://t.co/WxMB36Yv8o This is the only thing you need to read about tariffs to understand Bitcoin for [----]. This is undoubtedly my highest conviction macro trade for the year: Plaza Accord [---] is coming. Bookmark this and revisit as the financial war"  
[X Link](https://x.com/anyuser/status/1886129943655924201)  2025-02-02T19:09Z 50.2K followers, 196.9K engagements


"Back on the bid. Needs more Orange. https://t.co/BRyWs1ey80 Needs more Orange. https://t.co/BRyWs1ey80"  
[X Link](https://x.com/anyuser/status/1903814166592270791)  2025-03-23T14:20Z 50.2K followers, 52.6K engagements


"GME Stats Cash Flow from Ops: $145700000 Total Assets: $5875400000 Cash: $4756900000 Long Term Debt: $16900000 (including ST portion) Total Liabilities: $945600000 Current Leverage Ratio: 16.09% Total Convertible Offering: $1300000000 (for now) Leverage Ratio after Utilization of Funds: 31.36% While many seem confused based on these figures it seems like they are getting themselves in position quite nicely while capital is cheap to generate volatility via leveraged exposure to Bitcoin on the balance sheet. Great now I have to go down the rabbit hole on this one too. 🤣"  
[X Link](https://x.com/anyuser/status/1905056903744442450)  2025-03-27T00:38Z 50.2K followers, 94.8K engagements


"Happy dots day everyone Needs even more Orange. https://t.co/lV5qgUP6oY Needs even more Orange. https://t.co/lV5qgUP6oY"  
[X Link](https://x.com/anyuser/status/1906355310182236546)  2025-03-30T14:38Z 50.2K followers, 52.6K engagements


"I don't think any of us could have imagined this happening when we started True North just a few months ago. This is going to be an absolute ton of fun Hope to see many of you in Orlando in May for Strategy World 2025"  
[X Link](https://x.com/anyuser/status/1907163250698924170)  2025-04-01T20:08Z 50.2K followers, 42.1K engagements


"Bitcoin buy announcement loading. No Tariffs on Orange Dots https://t.co/Cg3bCVPMcM No Tariffs on Orange Dots https://t.co/Cg3bCVPMcM"  
[X Link](https://x.com/anyuser/status/1911456536020271160)  2025-04-13T16:28Z 50.2K followers, 42.2K engagements


"I am extremely proud to share that I have officially joined the team at @Swan as the Chief Investment Officer. Thank you so much to all of those who have already sent me messages the encouragement from all of you is amazing I have had the pleasure of working with Swan for several months now allowing me to get to know the team the products and Swan's vision for the future of Bitcoin-based Wealth Management. Over this period of time it became very clear that this was the place I could build and make a difference to advance Bitcoin. Many of you have listened to me talk at length on the live"  
[X Link](https://x.com/anyuser/status/1915159673235218775)  2025-04-23T21:43Z 50.2K followers, 151.8K engagements


"If your favorite company executives are not engaging their retail community show them this stat. 150000+ people for a [--] hour earnings call. Executives need to evolve and show public passion for their business. Investors will respond. Yesterdays $MSTR earnings call was viewed by a record 150000+ people. We covered: Q1 results Raising Bitcoin Yield & Gain targets Expanded $82B capital plan Financial framework for Bitcoin Treasury Companies $MSTR convert $STRK $STRF comparison Why $MSTR Yesterdays $MSTR earnings call was viewed by a record 150000+ people. We covered: Q1 results Raising Bitcoin"  
[X Link](https://x.com/anyuser/status/1918311179715223625)  2025-05-02T14:26Z 50.2K followers, 67.7K engagements


"Lots of alarmist takes right now about MSTR issuing more converts. There are [--] simple reasons they havent issued another yet. [--]. Their last issuance was 2/21/2025. Once they issue a convert there is a standard [--] day lockout. That means that without getting a waiver for an exception the soonest they could have issued another was 4/22/2025 (19 days ago). But also keep in mind they had earnings so they wouldnt issue around that period either. [--]. Converts should be issued while volatility is high to get the best premiums to make them most accretive to the shareholders. They shouldnt be just"  
[X Link](https://x.com/anyuser/status/1921492336934089103)  2025-05-11T09:07Z 50.2K followers, 95.1K engagements


"More Bitcoin. Connect the Dots https://t.co/T4Aj7yYKkr Connect the Dots https://t.co/T4Aj7yYKkr"  
[X Link](https://x.com/anyuser/status/1921536238776979604)  2025-05-11T12:01Z 50.2K followers, 49.5K engagements


"48.5% $STRK ATM 51.5% $STRF ATM 0% $MSTR ATM Common stock ATM bears in shambles. Strategy has acquired [---] BTC for $75.1 million at $106495 per bitcoin and has achieved BTC Yield of 16.9% YTD [----]. As of 6/1/2025 we hodl [------] $BTC acquired for $40.68 billion at $70023 per bitcoin. $MSTR $STRK $STRF https://t.co/K4tex3qHrN Strategy has acquired [---] BTC for $75.1 million at $106495 per bitcoin and has achieved BTC Yield of 16.9% YTD [----]. As of 6/1/2025 we hodl [------] $BTC acquired for $40.68 billion at $70023 per bitcoin. $MSTR $STRK $STRF https://t.co/K4tex3qHrN"  
[X Link](https://x.com/anyuser/status/1929530139353792573)  2025-06-02T13:26Z 50.2K followers, 147.2K engagements


"4 weeks zero common stock ATM. Strategy has acquired [---] BTC for $26.0 million at $105856 per bitcoin and has achieved BTC Yield of 19.2% YTD [----]. As of 6/22/2025 we hodl [------] $BTC acquired for $41.87 billion at $70681 per bitcoin. $MSTR $STRK $STRF $STRD https://t.co/bnE0OC9kEv Strategy has acquired [---] BTC for $26.0 million at $105856 per bitcoin and has achieved BTC Yield of 19.2% YTD [----]. As of 6/22/2025 we hodl [------] $BTC acquired for $41.87 billion at $70681 per bitcoin. $MSTR $STRK $STRF $STRD https://t.co/bnE0OC9kEv"  
[X Link](https://x.com/anyuser/status/1937140170874310848)  2025-06-23T13:26Z 50.2K followers, 86.7K engagements


"I dont know all the rules @JoshMandell6 but did I just win the game"  
[X Link](https://x.com/anyuser/status/1944117495809343804)  2025-07-12T19:31Z 50.2K followers, 110.8K engagements


"Ive pulled the post on the Class B shares. After further discussions we have concluded that the wording were able to be acquired is not indicating conversion in the past tense but the possibility of conversion in the future. So while the filing was for Class A Common Stock it appears to be indicating possible total and not current actual Class A holdings total. Apologies for the false alarm it appears the vote is still fully with Saylor at the moment. $MSTR"  
[X Link](https://x.com/Werkman/status/1850877552581128341)  2024-10-28T12:29Z 50.2K followers, 20.4K engagements


"Happy Nasdaq [---] Announcement day $MSTR"  
[X Link](https://x.com/anyuser/status/1867562528479334482)  2024-12-13T13:29Z 50.2K followers, 83.5K engagements


"The $MSTR strategy evolves with a perpetual preferred stock offering of $2B. MicroStrategy targets up to $2 billion capital raise through public offerings of perpetual preferred stock in the first quarter of [----]. $MSTR https://t.co/x1pbB8ArlH MicroStrategy targets up to $2 billion capital raise through public offerings of perpetual preferred stock in the first quarter of [----]. $MSTR https://t.co/x1pbB8ArlH"  
[X Link](https://x.com/anyuser/status/1875297126114353206)  2025-01-03T21:44Z 50.2K followers, 165.1K engagements


"The US having a Sovereign Wealth Fund is a massive deal for Bitcoin. Look no further than the individuals that will be in charge of guiding the investments of the fund. Follow the money"  
[X Link](https://x.com/anyuser/status/1886489745233961411)  2025-02-03T18:59Z 50.2K followers, 61.1K engagements


"If you knew someone with $1000000 of liquid assets (cash/cash equivalents) but they had payments they owed of $12800 per year would you spend a lot of your time being concerned with their solvency or their ability to meet those payments That is the argument happening on X about Strategy recently"  
[X Link](https://x.com/anyuser/status/1990439851460558930)  2025-11-17T15:20Z 50.2K followers, 139.2K engagements


"So $AAPL is doing a $110B stock buyback and the stock shoots way up. Shareholders love it. Now lets suppose they ONLY did a $80B buyback and took the other $30B to buy Bitcoin. Lets assume they get [------] $BTC at an average price of $80K as this size would absolutely move the market even done slowly. What do you think happens to the price of #Bitcoin after they announce that buy How quickly is that $30B investment going to recover the entirety of the stock buyback amount + the initial investment Do you think the shareholders would feel worse about this outcome And if they continue to find"  
[X Link](https://x.com/Werkman/status/1786173706919665914)  2024-05-02T23:19Z 50.2K followers, 69.1K engagements


"@Adrian_R_Morris Not the intent but it absolutely is what they said at the SALT conference panel @mikealfred is running. I actually think they are correct to be opportunistic with it to minimize dilution but I know a lot of people think they are holding it forever"  
[X Link](https://x.com/Werkman/status/1825936749056725227)  2024-08-20T16:43Z 50.2K followers, [----] engagements


"$MSTR Nasdaq [---] Tracking - 10/16/2024 Another slow day for MSTR today. However today MSTR got passed by another non-incumbent Alnylam Pharmaceuticals Inc. $ALNY (who) so anyways they now sit in the second slot out. However as we all know what matters is getting to the top [--]. Today the 75th slot is once again occupied by The Kraft Heinz Company $KHC with a market cap of $43.3B. With MSTR closing at a market cap of $37.7B today that means we need a 14.8% increase or a share price of $222.92. #Bitcoin is just getting started and there is still a month and a half left to go. Tick tock. $MSTR"  
[X Link](https://x.com/Werkman/status/1846665189082767743)  2024-10-16T21:31Z 50.2K followers, 19.4K engagements


"$MSTR Debt-to-Equity Ratio (Leverage) Trigger Warning: Mildly Long We are in the FUD part of the cycle where all the posts videos and articles start to come out about the "risky leverage" of MSTR or the "dangerous leverage plays" they are making. So let's take a look and analyze their actual leverage position (not the one people are imagining for dramatic effect). For this we'll stick to numbers and not feelings on the matter. There is one main issue when people look at this metric and that is that they don't understand the accounting treatment of Bitcoin on MSTR's balance sheet. From all the"  
[X Link](https://x.com/Werkman/status/1871343374680375570)  2024-12-23T23:53Z 50.2K followers, 215.7K engagements


"Major moves in the LBE space being made by @adam3us. The capital coming to Bitcoin keeps piling up 👏 👏 👏 JUST IN: Cantor Fitzgerald is nearing a $4B SPAC deal with @adam3us & @Blockstream to acquire 30000+ BTC. ➤ #Bitcoin contributed for equity ➤ Up to $800M in additional capital raised ➤ Mirrors $3.6B SoftBankTether venture Another major move in the rise of corporate https://t.co/pzfiEgHhdg JUST IN: Cantor Fitzgerald is nearing a $4B SPAC deal with @adam3us & @Blockstream to acquire 30000+ BTC. ➤ #Bitcoin contributed for equity ➤ Up to $800M in additional capital raised ➤ Mirrors $3.6B"  
[X Link](https://x.com/Werkman/status/1945245560404951241)  2025-07-15T22:14Z 50.2K followers, 27.3K engagements


"@jonnypokerasia @saylor They asked for hard questions and everyone wanted a question about the MSTR performance equity issuance and leverage/amplification focus. As he always is he was ready for it and had an amazing response"  
[X Link](https://x.com/Werkman/status/1984033391692677559)  2025-10-30T23:03Z 50.2K followers, [---] engagements


"Interesting approach from MetaPlanet. [--]. Sell puts on $BTC [--]. Collect Premium in #Bitcoin (Bitcoin holdings increase immediately). They keep this no matter what. [--]. If price is below $62k in December they pay $62k per Bitcoin and add [---] more Bitcoin to their holdings. [--]. If price is above $62k in December their cash collateral is released no additional purchase required. This capital would be free to sell more puts. [--]. Rinse repeat. For a company looking to continue accumulating Bitcoin but wanting to be opportunistic about both their entries and potential to collect additional Bitcoin along"  
[X Link](https://x.com/Werkman/status/1841722550457422089)  2024-10-03T06:10Z 50.2K followers, 63K engagements


"Strategy has specifically requested tough questions. If theres something you feel hasn't been addressed that you'd like to know let me know below 👇 We're excited to announce that leading Bitcoin analysts will be joining the live Q&A of our Q3 earnings call tomorrow at [--] PM ET: @natbrunell @AdamBLiv @BitcoinPierre and @werkman. https://t.co/XAmhlg6acx We're excited to announce that leading Bitcoin analysts will be joining the live Q&A of our Q3 earnings call tomorrow at [--] PM ET: @natbrunell @AdamBLiv @BitcoinPierre and @werkman. https://t.co/XAmhlg6acx"  
[X Link](https://x.com/Werkman/status/1983530884625264894)  2025-10-29T13:46Z 50.2K followers, 86.8K engagements


"$MSTR Convertible Notes - Conversion Eligibility Watch [----] Notes ($1.05B / [-------] Shares) We have had [--] closes above the $186.22 130% trigger price in the last [--] days. We now need [--] more closes above $186.22 over the next [--] trading days. [----] Notes ($1.01B / [-------] Shares) We have had [--] closes above the $238.14 130% trigger price in the last [--] days. We now need [--] more closes above $238.14 over the next [--] trading days. [----] Notes ($800M / [-------] Shares) We have had [--] closes above the $194.70 130% trigger price in the last [--] days. We now need [--] more closes above $194.70 over the"  
[X Link](https://x.com/Werkman/status/1851354766716055860)  2024-10-29T20:05Z 50.2K followers, 38.1K engagements


"Seems the analysts may have missed the mark here by a bit with those negative EPS targets huh 🤣"  
[X Link](https://x.com/Werkman/status/1951011849765347749)  2025-07-31T20:07Z 50.2K followers, 65.3K engagements


"It takes time. I think too many people assumed there is a magic switch they could flip to stick it at $100. Liquidity needs to build traders need to become aware of the product and the arb opportunity and the market will want a bit of history of corrective actions being taken to actively manage the security (which theyve been doing both above $100 and below). Over time vol will compress to a narrow band so it is money market like but it doesnt happen overnight"  
[X Link](https://x.com/Werkman/status/1991622194146005237)  2025-11-20T21:38Z 50.2K followers, [---] engagements


"@dgt10011 Someone should start a podcast about that"  
[X Link](https://x.com/Werkman/status/1999555947782430736)  2025-12-12T19:04Z 50.2K followers, [----] engagements


"Here's what I've observed in the Coinbase order books recently. Once we reach a local low ($69k today) a strong 40-50 BTC bid shows up just below that level. This tricks traders and algos into thinking we've reached support and an order book imbalance has now presented itself on the bid side. However that bid is fake. It is used to get traders to pull their lower bids and start to lever up at support levels for a swing. As soon as price drifts into this "support" level that bid is pulled but now the bid below has already emptied out. They sweep the liquidity for the next $500-$1000 price"  
[X Link](https://x.com/anyuser/status/1774826331919860105)  2024-04-01T15:49Z 50.2K followers, 360.5K engagements


"Buckle up. $MSTR"  
[X Link](https://x.com/anyuser/status/1855778409957163468)  2024-11-11T01:03Z 50.2K followers, 91.4K engagements


"The beauty for people who have been investing in #Bitcoin and proxies like $MSTR as a part of their retirement planning is that they are essentially buying back years of their future time. When you start saving for retirement you set a goal based on what you think it will cost you to live during your retirement years. Massive accelerators like these can teleport you years into the future on that journey and without major lifestyle creep it means your goals can be within reach much much sooner (and hopefully at a greatly elevated level). This buys years of your life back to dedicate to things"  
[X Link](https://x.com/anyuser/status/1856034851390140681)  2024-11-11T18:02Z 50.2K followers, 81K engagements


"Happy Nasdaq [---] snapshot day Lets see what the market has in store for $MSTR"  
[X Link](https://x.com/anyuser/status/1862456476096209100)  2024-11-29T11:20Z 50.2K followers, 126.5K engagements


"There are many new people entering the $MSTR space which is great to see but because of this I think it may be helpful to give a simplified example people can use and conceptualize from their personal life to understand at a high level what MSTR has been doing with their strategy. Trigger Warning: It's long but not as long as yesterday. Income vs. Net Worth These are [--] concepts that most people understand at least at a high level in their personal lives. For this example we will consider your income to simply be the salary from your job. Net worth is slightly more complex but is essentially"  
[X Link](https://x.com/anyuser/status/1863271042262974745)  2024-12-01T17:16Z 50.2K followers, 145.8K engagements


"New game plan. $MSTR does another $3B convertible offering at the close today. Saylor takes that money and makes a deal with the US Government to buy $3B of their #Bitcoin. MSTR moves those Bitcoin to a public wallet where it stays to serve as a constant reminder to the world of the cost of not being strategically forward thinking"  
[X Link](https://x.com/anyuser/status/1863658675283361799)  2024-12-02T18:57Z 50.2K followers, 85.5K engagements


"I know retail is hating this $MSTR price action for the most part but do you know who loves it The convertible arbitrage desk buyers of the convertible bonds. These significant expansions and contractions of price are what allow them to run their delta hedging strategies and is exactly why they love holding these bonds and trading around them on the equity. Remember retail is not driving the ship here. It'd be ignorant to think so just look at the volumes trading. The major capital that is at play is loving this price action for the last month. It's an institutional level capital playground"  
[X Link](https://x.com/anyuser/status/1871249794879898006)  2024-12-23T17:41Z 50.2K followers, 137.4K engagements


"Unmatched focus and execution. $MSTR Thinking about the next green dot on https://t.co/Bx3917zeAK. https://t.co/dCIhEzRLuW Thinking about the next green dot on https://t.co/Bx3917zeAK. https://t.co/dCIhEzRLuW"  
[X Link](https://x.com/anyuser/status/1878467601522741698)  2025-01-12T15:42Z 50.2K followers, 41.8K engagements


"Remember all the way back to Monday when we were down to $89k and all the analysts started coming out of the woodwork calling for an imminent drop to the $60k-$70k range and the full demise of $MSTR That was fun. #Bitcoin"  
[X Link](https://x.com/anyuser/status/1880306640366498104)  2025-01-17T17:30Z 50.2K followers, 43.1K engagements


"@EricTrump @worldlibertyfi This is a major miscalculation for the Trump family. Very unfortunate"  
[X Link](https://x.com/anyuser/status/1880718899534328191)  2025-01-18T20:48Z 50.2K followers, 148.3K engagements


"And just like that we are back. Death to the blue lines. Long live the green dots. https://t.co/SOtFHRoykd Death to the blue lines. Long live the green dots. https://t.co/SOtFHRoykd"  
[X Link](https://x.com/Werkman/status/1888598612780708268)  2025-02-09T14:39Z 50.2K followers, 87.5K engagements


"In the end they can put whatever they want in the strategic stockpile. We all know all other coins trend to zero against Bitcoin so it will end up a Bitcoin reserve one way or another"  
[X Link](https://x.com/anyuser/status/1896327022043091258)  2025-03-02T22:29Z 50.2K followers, 42.9K engagements


"Thats a big statement. America will be the Bitcoin superpower of the world. The Golden Age of America has BEGUN https://t.co/HUQsNYfUiP America will be the Bitcoin superpower of the world. The Golden Age of America has BEGUN https://t.co/HUQsNYfUiP"  
[X Link](https://x.com/anyuser/status/1898452812498948200)  2025-03-08T19:16Z 50.2K followers, 39.1K engagements


"I keep spending time looking at all the positive news flows and reconciling the recent price action of Bitcoin to it. I come to one conclusion. This is one of those inefficient times in the market that creates an investing edge which will be so glaringly obvious over the next [--] months that I cant help but just keep quietly stacking as much Bitcoin as possible. I cant think of any development Ive wanted that isnt already happening or publicly in the process of happening with increasingly higher probabilities. Ill take this asymmetric bet 100% of the time with everything I can throw at it"  
[X Link](https://x.com/anyuser/status/1900666800758726884)  2025-03-14T21:54Z 50.2K followers, 114.7K engagements


"59.18% STRK ATM 40.82% STRF ATM 0% MSTR ATM Strategy has acquired [----] BTC for $110.2 million at $105426 per bitcoin and has achieved BTC Yield of 17.1% YTD [----]. As of 6/8/2025 we hodl [------] $BTC acquired for $40.79 billion at $70086 per bitcoin. $MSTR $STRK $STRF $STRD https://t.co/9cpK5vtVwW Strategy has acquired [----] BTC for $110.2 million at $105426 per bitcoin and has achieved BTC Yield of 17.1% YTD [----]. As of 6/8/2025 we hodl [------] $BTC acquired for $40.79 billion at $70086 per bitcoin. $MSTR $STRK $STRF $STRD https://t.co/9cpK5vtVwW"  
[X Link](https://x.com/Werkman/status/1932068650061598981)  2025-06-09T13:33Z 50.2K followers, 79.7K engagements


"@PunterJeff Great news time to get after it"  
[X Link](https://x.com/Werkman/status/1941886629695648220)  2025-07-06T15:47Z 50.2K followers, [----] engagements


"The Saylor $MSTR playbook as described by Saylor himself: - Sell the [---] vol asset (shares). - Buy the [--] vol asset (#BTC). - Lever up the [--] vol asset to recreate a [---] vol asset. This creates a volatile balance sheet which creates a volatile stock. The volatile stock creates the demand in the options market which in turn creates the opportunities to borrow money at under 1% for [--] years to buy more #Bitcoin. I dont think people have truly appreciated the level of strategy that Saylor has displayed. It also shows that the stock is going to swing wildly BY DESIGN to keep the cycle going. So be"  
[X Link](https://x.com/anyuser/status/1784131602135597477)  2024-04-27T08:04Z 50.2K followers, 371.4K engagements


"It appears Andrew Kang (CFO) just confirmed on the call that $MSTR will adopt FASB Q1 2025"  
[X Link](https://x.com/anyuser/status/1851736062063989094)  2024-10-30T21:20Z 50.2K followers, 72.2K engagements


"Its hard to overstate how bullish this type of weekend price action is. It is in fact possible we are not ready for what is coming for #Bitcoin"  
[X Link](https://x.com/anyuser/status/1855470598102601734)  2024-11-10T04:40Z 50.2K followers, 52.3K engagements


"I wouldnt bother making #Bitcoin price predictions. I think we have a new type of buyer with us in the market now and they arent looking at the charts"  
[X Link](https://x.com/anyuser/status/1856111236452126744)  2024-11-11T23:06Z 50.2K followers, 59.4K engagements


"I was too bearish on $MSTR so we're going bigger. Trigger Warning: Long Scenario Alright let's do an update to the scenario I ran earlier about $MSTR achieving [------] Bitcoin accumulation in [----]. However lets assume if they were going for 200K they would certainly go for 210K which would bring them to [------]. But that's not a clean number so instead let's just make it an even [------] by the end of [----]. So where do we stand Well as of writing this MSTR holds [------] #Bitcoin in their treasury. This means our target needs to be [-----] additional Bitcoin by the end of [----]. So can we do it Let's"  
[X Link](https://x.com/anyuser/status/1859262409833112032)  2024-11-20T15:47Z 50.2K followers, 220K engagements


"For reference on $MSTR we are back to the prior high close from Monday. Remember volatility is the product and volatility is directionally agnostic"  
[X Link](https://x.com/anyuser/status/1859700437575926173)  2024-11-21T20:48Z 50.2K followers, 56.9K engagements


"Most people on a beach: Wow its so beautiful here So relaxing Me: What if Saylor actually collected $10B in capital this week and not just $3B from the converts Oh man this next week could get crazy for $MSTR I think I need more hobbies 🤣"  
[X Link](https://x.com/anyuser/status/1860372080987910605)  2024-11-23T17:17Z 50.2K followers, 93.5K engagements


"$MSTR #Bitcoin per Share For today I will just present the chart and allow you to draw your own conclusions about whether this growth trajectory is valuable or not"  
[X Link](https://x.com/anyuser/status/1861428403112415275)  2024-11-26T15:14Z 50.2K followers, 242.5K engagements


"Just a brief note of gratitude today for the community we have built here on X. Anyone who intends to openly engage in the Internet regardless of the topic expects the typical negativity and trolling the Internet is famous for. This community has been different. What I have found personally is a highly intelligent engaged community seeking to understand and process information collaboratively. People are probably sick of me telling them investing is an individual sport by now but what I really love here is the other side of it which is that we have made research and due diligence a community"  
[X Link](https://x.com/anyuser/status/1862156576766710108)  2024-11-28T15:28Z 50.2K followers, 55.2K engagements


"$MSTR has officially crossed 400k #Bitcoin. MicroStrategy has acquired [-----] BTC for $1.5 billion at $95976 per #bitcoin and has achieved BTC Yield of 38.7% QTD and 63.3% YTD. As of 12/2/2024 we hodl [------] $BTC acquired for $23.4 billion at $58263 per bitcoin. $MSTR https://t.co/K3TK4msGp0 MicroStrategy has acquired [-----] BTC for $1.5 billion at $95976 per #bitcoin and has achieved BTC Yield of 38.7% QTD and 63.3% YTD. As of 12/2/2024 we hodl [------] $BTC acquired for $23.4 billion at $58263 per bitcoin. $MSTR https://t.co/K3TK4msGp0"  
[X Link](https://x.com/anyuser/status/1863570227771969729)  2024-12-02T13:05Z 50.2K followers, 78.8K engagements


"Wow [-----] followers I have to say that feels pretty insane. It was only a few months ago that I was basically talking to myself on here so thank you all for choosing to follow along It freaks me out a bit that so many of you are reading my thoughts and spelling mistakes in my posts but Im grateful for each of you Once I get home Ill be doing a small giveaway to celebrate so start thinking about the people you feel have been making great contributions to the MSTR community (True North folks are excluded - sorry). Thank you all"  
[X Link](https://x.com/anyuser/status/1863582932805341340)  2024-12-02T13:56Z 50.2K followers, 75K engagements


"What a beautiful leverage flush. No free rides for high leveraged longs as we move above $100K. #Bitcoin"  
[X Link](https://x.com/anyuser/status/1864808174307389599)  2024-12-05T23:04Z 50.2K followers, 104K engagements


"Never a doubt. $MSTR $MSTR to enter Nasdaq [---] https://t.co/kDtDxWTSbI $MSTR to enter Nasdaq [---] https://t.co/kDtDxWTSbI"  
[X Link](https://x.com/anyuser/status/1867738695002206618)  2024-12-14T01:09Z 50.2K followers, 72.8K engagements


"And just like that they flew by my [------] end of year target and now have [------] with [--] weeks left in the year. Love to see it $MSTR MicroStrategy has acquired [-----] BTC for $1.5 billion at $100386 per #bitcoin and has achieved BTC Yield of 46.4% QTD and 72.4% YTD. As of 12/15/2024 we hodl [------] $BTC acquired for $27.1 billion at $61725 per bitcoin. $MSTR https://t.co/SaWLNBVkrl MicroStrategy has acquired [-----] BTC for $1.5 billion at $100386 per #bitcoin and has achieved BTC Yield of 46.4% QTD and 72.4% YTD. As of 12/15/2024 we hodl [------] $BTC acquired for $27.1 billion at $61725 per"  
[X Link](https://x.com/anyuser/status/1868664122793173229)  2024-12-16T14:26Z 50.2K followers, 55.9K engagements


"We have a new post to figure out now. Orange dots are sized in BTC for purchases. Motivation for a bigger buy announcement from $MSTR this Monday Well have to wait and see. The orange dots on https://t.co/Bx3917zeAK are motivational. https://t.co/oxtxuJLEpg The orange dots on https://t.co/Bx3917zeAK are motivational. https://t.co/oxtxuJLEpg"  
[X Link](https://x.com/anyuser/status/1870811952962007400)  2024-12-22T12:41Z 50.2K followers, 153.5K engagements


"Here come the Bitcoin Treasury ETF products. Its was only a matter of time before these started materializing. Now companies have a new bogey [----] BTC in their treasury. This wont be the last of these products. BREAKING: Bitwise has filed for a Bitcoin Standard Corp ETF with the SEC 🎉 The fund will offer exposure to companies that have adopted a #Bitcoin standard and hold at least [----] $BTC in their corporate treasuries. https://t.co/LIv2nn0TyC BREAKING: Bitwise has filed for a Bitcoin Standard Corp ETF with the SEC 🎉 The fund will offer exposure to companies that have adopted a #Bitcoin"  
[X Link](https://x.com/anyuser/status/1872452277413519847)  2024-12-27T01:19Z 50.2K followers, 94.2K engagements


"We are back in the new year and ready to buy more #Bitcoin Something about https://t.co/Bx3917zMqi is not quite right. https://t.co/vRTAH2xTCX Something about https://t.co/Bx3917zMqi is not quite right. https://t.co/vRTAH2xTCX"  
[X Link](https://x.com/anyuser/status/1875916515498958884)  2025-01-05T14:45Z 50.2K followers, 60.9K engagements


"@MartinShkreli Narrator: But it was not in fact going great for Martin and his MSTR short"  
[X Link](https://x.com/anyuser/status/1876427673712373836)  2025-01-07T00:36Z 50.2K followers, 49.3K engagements


"Now its time for a Strategic Bitcoin Reserve. Lets get this show on the road"  
[X Link](https://x.com/anyuser/status/1881858864540475663)  2025-01-22T00:18Z 50.2K followers, 75.6K engagements


"Now were talking. SAB [---] has been rescinded allowing banks to custody Bitcoin. 🚀 https://t.co/IZrzOfcdXG SAB [---] has been rescinded allowing banks to custody Bitcoin. 🚀 https://t.co/IZrzOfcdXG"  
[X Link](https://x.com/anyuser/status/1882571403477823609)  2025-01-23T23:29Z 50.2K followers, 51.5K engagements


"For those that are spooked by the latest $MSTR WSJ article there is absolutely nothing new in there. Corporate Alternative Minimum Tax (CAMT) has been known and discussed for a long time now and has been disclosed in their earnings releases. Dont let the journalists scare you its only breaking news to them apparently"  
[X Link](https://x.com/anyuser/status/1882809644378128684)  2025-01-24T15:16Z 50.2K followers, 76.3K engagements


"$MSTR Initial Preferred Stock Thoughts Trigger Warning: Long Post. Alright lots of questions and info flying around out there so we might as well dig in a bit on the structure of the offering even if we don't have the final version yet. There is a lot of optionality that comes with this offering and I think with time people are really going to appreciate the power of having the Preferred class of stock for MSTR. The Basics The initial offering is for $250M and will be comprised of 2.5M Preferred shares under the ticker $STRK. This is most likely to feel out the initial market demand for this"  
[X Link](https://x.com/anyuser/status/1884326906574876795)  2025-01-28T19:45Z 50.2K followers, 156.7K engagements


"Hearing David Sachs say Bitcoin Reserve instead of Digital Asset Stockpile was a nice change"  
[X Link](https://x.com/anyuser/status/1886871789160292634)  2025-02-04T20:17Z 50.2K followers, 95.4K engagements


"Is it finally time for the transformation of $GME https://t.co/wlOwEGli6n https://t.co/wlOwEGli6n"  
[X Link](https://x.com/anyuser/status/1888102350016975063)  2025-02-08T05:47Z 50.2K followers, 96.3K engagements


"There is a very strong group of shareholders who added more than [--] Million shares to their $MSTR holdings in Q4 [----]. - UBS Group AG - Cantor Fitzgerald L.P. - Clear Street Derivatives LLC - Bank of Montreal - Norges Bank - National Bank of Canada - BlackRock Inc"  
[X Link](https://x.com/anyuser/status/1891578637209518177)  2025-02-17T20:01Z 50.2K followers, 149.8K engagements


"I for one am stunned that North Korea stole a ton of $ETH and then instead of holding it strategically as the money/capital of the future they chose to quickly try to convert it into #Bitcoin. Stunned"  
[X Link](https://x.com/anyuser/status/1893460044559065391)  2025-02-23T00:37Z 50.2K followers, 68.2K engagements


"And there we have it the $STRK ATM. Strategy Announces $21 Billion $STRK At-The-Market Program $MSTR https://t.co/yTfmDuot3V Strategy Announces $21 Billion $STRK At-The-Market Program $MSTR https://t.co/yTfmDuot3V"  
[X Link](https://x.com/anyuser/status/1899080975218335987)  2025-03-10T12:52Z 50.2K followers, 113.2K engagements


"MSTR sold [------] shares of $STRK via the new ATM and used the proceeds to buy [---] BTC. The preferred stock era has begun. Strategy has acquired [---] BTC for $10.7M at $82981 per bitcoin and has achieved BTC Yield of 6.9% YTD [----]. As of 3/16/2025 we hodl [------] $BTC acquired for $33.1 billion at $66360 per bitcoin. $MSTR $STRK https://t.co/8xRmR8vlIt Strategy has acquired [---] BTC for $10.7M at $82981 per bitcoin and has achieved BTC Yield of 6.9% YTD [----]. As of 3/16/2025 we hodl [------] $BTC acquired for $33.1 billion at $66360 per bitcoin. $MSTR $STRK https://t.co/8xRmR8vlIt"  
[X Link](https://x.com/anyuser/status/1901617759357673540)  2025-03-17T12:52Z 50.2K followers, 125.6K engagements


"Everyone is waiting for Strategy to become a bank. Id argue now its pretty clear they already are. An investment bank specializing in Bitcoin-backed capital formation"  
[X Link](https://x.com/anyuser/status/1902022165354193302)  2025-03-18T15:39Z 50.2K followers, 62.7K engagements


"I have a personal Bitcoin accumulation rule that says whenever news comes out that I could imagine looking back on and thinking Wow it was so obvious I buy $500 of Bitcoin. Thats been happening a lot lately"  
[X Link](https://x.com/anyuser/status/1903880313429704863)  2025-03-23T18:43Z 50.2K followers, 70.1K engagements


"Much bigger buy than anticipated at [-----] BTC. These Bitcoin were purchased with $1.2B from the common stock ATM $18.52M from the STRK ATM and $711M from the STRF IPO. $MSTR has acquired [-----] BTC for $1.92 billion at $86969 per bitcoin and has achieved BTC Yield of 11.0% YTD [----]. As of 3/30/2025 @Strategy holds [------] $BTC acquired for $35.63 billion at $67458 per bitcoin. $STRK $STRF https://t.co/1sfyBIglnt $MSTR has acquired [-----] BTC for $1.92 billion at $86969 per bitcoin and has achieved BTC Yield of 11.0% YTD [----]. As of 3/30/2025 @Strategy holds [------] $BTC acquired for $35.63"  
[X Link](https://x.com/anyuser/status/1906707634591306149)  2025-03-31T13:58Z 50.2K followers, 80.9K engagements


"Well this seems like a rather big deal. Wow. Strategy announces pricing of its Stride Perpetual Preferred Stock $STRD Offering and upsizes the deal from $250M to $1B. $MSTR https://t.co/3p2J6qRu38 Strategy announces pricing of its Stride Perpetual Preferred Stock $STRD Offering and upsizes the deal from $250M to $1B. $MSTR https://t.co/3p2J6qRu38"  
[X Link](https://x.com/Werkman/status/1930968838348091648)  2025-06-06T12:43Z 50.2K followers, 51.3K engagements


"The market is reacting to the $GME news with a clear "fool me once shame on you; fool me twice shame on me" message. If you have conviction and a long term strategy communicate that to your investors. The market no longer rewards silence in this space it rewards transparency and execution"  
[X Link](https://x.com/anyuser/status/1932917103515894191)  2025-06-11T21:45Z 50.2K followers, 106.5K engagements


"Once again 0% $MSTR Common Stock ATM usage for the week. This purchase was fully funded by the preferred equity offerings primarily driven by the proceeds from $STRD with and additional $48.4M from $STRK and $30M from $STRF. Strategy has acquired [-----] BTC for $1.05 billion at $104080 per bitcoin and has achieved BTC Yield of 19.1% YTD [----]. As of 6/15/2025 we hodl [------] $BTC acquired for $41.84 billion at $70666 per bitcoin. $MSTR $STRK $STRF $STRD https://t.co/n7q77DmqCY Strategy has acquired [-----] BTC for $1.05 billion at $104080 per bitcoin and has achieved BTC Yield of 19.1% YTD 2025."  
[X Link](https://x.com/anyuser/status/1934629841585975460)  2025-06-16T15:11Z 50.2K followers, 71K engagements


"Notice anything $444K shares for $44.4M notional value. We see you @saylor 👀 Legend. cc: @JoshMandell6"  
[X Link](https://x.com/anyuser/status/1944773370521743718)  2025-07-14T14:57Z 50.2K followers, 75K engagements


"The analysts covering MSTR remain asleep at the wheel. Never ceases to amaze me"  
[X Link](https://x.com/anyuser/status/1949458037405597762)  2025-07-27T13:13Z 50.2K followers, 128K engagements


"21021 BTC You have to appreciate the symbolism there Strategy has acquired [-----] BTC for $2.46 billion at $117256 per bitcoin and has achieved BTC Yield of 25.0% YTD [----]. As of 7/29/2025 we hodl [------] $BTC acquired for $46.08 billion at $73277 per bitcoin. $MSTR $STRK $STRF $STRD $STRC https://t.co/PEQQGfvkYe Strategy has acquired [-----] BTC for $2.46 billion at $117256 per bitcoin and has achieved BTC Yield of 25.0% YTD [----]. As of 7/29/2025 we hodl [------] $BTC acquired for $46.08 billion at $73277 per bitcoin. $MSTR $STRK $STRF $STRD $STRC https://t.co/PEQQGfvkYe"  
[X Link](https://x.com/anyuser/status/1950294373541040312)  2025-07-29T20:36Z 50.2K followers, 83.3K engagements


"I am honored to share that I have joined @strive as Chief Investment Officer. This next step in my journey comes during a pivotal moment for Bitcoin as corporate adoption accelerates and digital credit is emerging as the next frontier of corporate finance. Strive is poised to set the standard as a leader backed by a clear vision an intelligently designed capital structure and world-class management expertise. Strive has always stood for capitalism meritocracy innovation and financial liberty which are all values that resonate deeply with me. They are not only the foundation for building great"  
[X Link](https://x.com/anyuser/status/1975180655014093014)  2025-10-06T12:45Z 50.2K followers, 173.7K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@Werkman Avatar @Werkman Ben Werkman

Ben Werkman appears to be involved with MicroStrategy ($MSTR) and has been tweeting about its stock and related topics. He expressed optimism about the company's ATM (At-The-Market) offerings, specifically $STRF and $STRK, which seem to be progressing well. Werkman also shared his outlook on Bitcoin and encouraged investors to stay focused on their goals despite market turmoil.

Engagements: [---] #

Engagements Line Chart

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  • [--] Months [---------] -90%
  • [--] Year [----------] -16%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -82%
  • [--] Month [--] +66%
  • [--] Months [---] -29%
  • [--] Year [---] -69%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] -0.07%
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  • [--] Months [------] +11%
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CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies 71.84% stocks 50.49% finance 40.78% exchanges 6.8% countries 2.91% technology brands 2.91% automotive brands 0.97% currencies 0.97% financial services 0.97%

Social topic influence bitcoin 49.51%, $mstr 40.78%, $btc 14.56%, in the 11.65%, hodl 10.68%, yield 10.68%, $strk 9.71%, strk 9.71%, $strf 7.77%, to the 6.8%

Top accounts mentioned or mentioned by @hurdleratepod @swan @bitcoinforcorps @colemacro @strive @williamwallets8 @joshmandell6 @mikealfred @saylor @punterjeff @toxicbtc21m @z06z07 @bknight221 @kblackrock92 @sobro555 @iiicapital @semlersci @blakelewis @bitcoin @adrianrmorris

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Strike (STRK) Strategy Incorporated (STRF) Stride (STRD) Asset Entities Inc. (ASST) Coinbase Global Inc. (COIN) 2131KOBUSHIDE (21) GameStop, Corp. (GME) Cango Inc. American Depositary Shares (CANG)

Top Social Posts

Top posts by engagements in the last [--] hours

"We are back with another episode of @HurdleRatePod with returning guest @IIICapital Welcome back to The Hurdle Rate. Episode 47: A Time To Build The crew is back with a wide-ranging breakdown of the weeks biggest themes. They discuss whats happening on the ground at Bitcoin Investor Week in NYC then dive into the ongoing debate around bull versus bear https://t.co/dwQUdPgs5r Welcome back to The Hurdle Rate. Episode 47: A Time To Build The crew is back with a wide-ranging breakdown of the weeks biggest themes. They discuss whats happening on the ground at Bitcoin Investor Week in NYC then dive"
X Link 2026-02-10T20:04Z 50.2K followers, 11K engagements

"Yesterday with our stock trading below post-acquisition pro-forma Bitcoin NAV I acquired [-----] shares of $ASST. Over the past [--] days I have acquired a total of [------] shares. Strive Inc.and @SemlerSci Announce Shareholder Approval for Acquisition of Semler Scientific As part of the all-stock transaction Strive will acquire Semlers [------] Bitcoin. Strive also announces the purchase of [---] additional Bitcoin for its corporate treasury. Strive Inc.and @SemlerSci Announce Shareholder Approval for Acquisition of Semler Scientific As part of the all-stock transaction Strive will acquire Semlers"
X Link 2026-01-14T14:25Z 50.2K followers, 120.7K engagements

"Strategy bought [-----] Bitcoin just last week. If they keep that pace they'd acquire [-----] BTC in [--] weeks. That is more Bitcoin than the next closest pubco (MARA) in [--] Weeks. That's an unbelievable pace. We have become so numb to the scale of these buys 🤣 Strategy has acquired [-----] BTC for $1.25 billion at $91519 per bitcoin. As of 1/11/2026 we hodl [------] $BTC acquired for $51.80 billion at $75353 per bitcoin. $MSTR $STRC $STRK $STRF $STRD $STRE https://t.co/bIbPbFAbTa Strategy has acquired [-----] BTC for $1.25 billion at $91519 per bitcoin. As of 1/11/2026 we hodl [------] $BTC acquired for"
X Link 2026-01-15T15:35Z 50.2K followers, 61.6K engagements

"Any company capitalized entirely in a single fiat currency is exposed to catastrophic loss if that currency fails. History shows this risk repeatedly with outright currency collapses like the Iranian rial (example below) Argentine peso Venezuelan bolvar Zimbabwe dollar and Lebanese pound to severe devaluation events such as the Turkish lira and Sri Lankan rupee. When a monetary regime breaks unhedged balance sheets will break with it. Bitcoin offers an unprecedented hedge as a non-sovereign globally liquid reserve asset that cannot be instantly devalued by a policy decision or local unrest."
X Link 2026-01-19T21:39Z 50.2K followers, 37.1K engagements

"Whoa. Strategy has acquired [-----] BTC for $2.13 billion at $95284 per bitcoin. As of 1/19/2026 we hodl [------] $BTC acquired for $53.92 billion at $75979 per bitcoin. $MSTR $STRC https://t.co/pJM0Yuy32w Strategy has acquired [-----] BTC for $2.13 billion at $95284 per bitcoin. As of 1/19/2026 we hodl [------] $BTC acquired for $53.92 billion at $75979 per bitcoin. $MSTR $STRC https://t.co/pJM0Yuy32w"
X Link 2026-01-20T13:27Z 50.2K followers, 29K engagements

"Strive has acquired [------] Bitcoin at an average price of $89851 and now holds [--------] BTC as of January [--] [----]. This places @strive as the 10th largest publicly traded holder of Bitcoin. Onward. 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 & Oversubscribed Follow-On Offering of SATA Stock and"
X Link 2026-01-28T14:14Z 50.2K followers, 53.2K engagements

"If recent events have taught you one thing it should be the importance of choosing the company you keep carefully. Lifes too short to waste it dealing with jerks and constant negativity. Surround yourself with good people"
X Link 2026-02-02T01:19Z 50.2K followers, 15.7K engagements

"@Blake_Lewis_ Your Dad was a truly great person and a voice I really loved having in the space. He will always be remembered fondly"
X Link 2026-02-08T03:19Z 50.2K followers, [----] engagements

"With Bitcoin its a matter of when we win.not if. Slowly at first.then all at once"
X Link 2026-02-08T17:05Z 50.2K followers, 23.1K engagements

"On social media you will always find those who want you to fold to their feeling of the day. Don't. Stay focused on your goals. Build and hold your own conviction. Think in years not days. Win"
X Link 2026-02-08T21:13Z 50.2K followers, [----] engagements

"@williamwallets8 The Goggins mindset is undefeated 🫡"
X Link 2026-02-08T21:16Z 50.2K followers, [---] engagements

"Bitcoin has entered the conversation in Michigans race for governor. Its time for Michigan to embrace Bitcoin. As governor I will protect Michigan families not stifle innovation. Its time to let @Bitcoin compete grow and give our citizens more control over their financial future. #Bitcoin https://t.co/ssXVGjTer8 As governor I will protect Michigan families not stifle innovation. Its time to let @Bitcoin compete grow and give our citizens more control over their financial future. #Bitcoin https://t.co/ssXVGjTer8"
X Link 2026-02-10T16:32Z 50.2K followers, 22.2K engagements

"This Bitcoin volatility ride isn't for everyone. It requires strong unwavering conviction in the asset and a time horizon that spans years. JUST IN: Bitcoin miner and treasury company Cango sells [----] BTC for $305 million to strengthen its balance sheet and AI expansion. https://t.co/eN6DHinKQ2 JUST IN: Bitcoin miner and treasury company Cango sells [----] BTC for $305 million to strengthen its balance sheet and AI expansion. https://t.co/eN6DHinKQ2"
X Link 2026-02-09T14:13Z 50.2K followers, 23.7K engagements

"When that sky turns green it is so over for the bears"
X Link 2026-02-10T22:52Z 50.2K followers, [----] engagements

"While I hate to even give this clip air time I think it's important for people to realize how uninformed the critics are. For instance whoever this Gavin guy is says that the interest expense on the convertible notes is $75M (followed up by how much he doesn't care about MSTR). He's only off by 116% (rounding errors right) the debt is $34.6M annually. He then goes on to say he knows no hedge funds that own MSTR but he thinks a lot of hedge funds are short MSTR. Hmmm any reason that might be Might these hedge funds be convertible arbitragers perhaps Just maybe if we checked the 13F filings we"
X Link 2024-12-08T15:22Z 50.2K followers, 179.7K engagements

"Just amazing hes going to fly past my [------] estimate for the year $MSTR MicroStrategy has acquired [-----] BTC for $2.1 billion at $98783 per #bitcoin and has achieved BTC Yield of 43.2% QTD and 68.7% YTD. As of 12/8/2024 we hodl [------] $BTC acquired for $25.6 billion at $60324 per bitcoin. $MSTR https://t.co/8r7bFqMFof MicroStrategy has acquired [-----] BTC for $2.1 billion at $98783 per #bitcoin and has achieved BTC Yield of 43.2% QTD and 68.7% YTD. As of 12/8/2024 we hodl [------] $BTC acquired for $25.6 billion at $60324 per bitcoin. $MSTR https://t.co/8r7bFqMFof"
X Link 2024-12-09T13:41Z 50.2K followers, 68.5K engagements

"Convertible Bond Demand Intensifies $MSTR JUST IN: Vivek Ramaswamys Strive Asset Management files for a Bitcoin Bond ETF designed to give exposure to growing convertible bond market for companies with Bitcoin treasuries https://t.co/xnSYIo9Z0g JUST IN: Vivek Ramaswamys Strive Asset Management files for a Bitcoin Bond ETF designed to give exposure to growing convertible bond market for companies with Bitcoin treasuries https://t.co/xnSYIo9Z0g"
X Link 2024-12-26T21:02Z 50.2K followers, 112.6K engagements

"What a night #Bitcoin"
X Link 2025-01-01T05:36Z 50.2K followers, 52K engagements

"We are so back. #Bitcoin $MSTR"
X Link 2025-01-15T20:03Z 50.2K followers, 46.5K engagements

"If you only read one thing today make sure this is it. Wow. #Bitcoin This is the only thing you need to read about tariffs to understand Bitcoin for [----]. This is undoubtedly my highest conviction macro trade for the year: Plaza Accord [---] is coming. Bookmark this and revisit as the financial war unravels sending Bitcoin violently higher. https://t.co/WxMB36Yv8o This is the only thing you need to read about tariffs to understand Bitcoin for [----]. This is undoubtedly my highest conviction macro trade for the year: Plaza Accord [---] is coming. Bookmark this and revisit as the financial war"
X Link 2025-02-02T19:09Z 50.2K followers, 196.9K engagements

"Back on the bid. Needs more Orange. https://t.co/BRyWs1ey80 Needs more Orange. https://t.co/BRyWs1ey80"
X Link 2025-03-23T14:20Z 50.2K followers, 52.6K engagements

"GME Stats Cash Flow from Ops: $145700000 Total Assets: $5875400000 Cash: $4756900000 Long Term Debt: $16900000 (including ST portion) Total Liabilities: $945600000 Current Leverage Ratio: 16.09% Total Convertible Offering: $1300000000 (for now) Leverage Ratio after Utilization of Funds: 31.36% While many seem confused based on these figures it seems like they are getting themselves in position quite nicely while capital is cheap to generate volatility via leveraged exposure to Bitcoin on the balance sheet. Great now I have to go down the rabbit hole on this one too. 🤣"
X Link 2025-03-27T00:38Z 50.2K followers, 94.8K engagements

"Happy dots day everyone Needs even more Orange. https://t.co/lV5qgUP6oY Needs even more Orange. https://t.co/lV5qgUP6oY"
X Link 2025-03-30T14:38Z 50.2K followers, 52.6K engagements

"I don't think any of us could have imagined this happening when we started True North just a few months ago. This is going to be an absolute ton of fun Hope to see many of you in Orlando in May for Strategy World 2025"
X Link 2025-04-01T20:08Z 50.2K followers, 42.1K engagements

"Bitcoin buy announcement loading. No Tariffs on Orange Dots https://t.co/Cg3bCVPMcM No Tariffs on Orange Dots https://t.co/Cg3bCVPMcM"
X Link 2025-04-13T16:28Z 50.2K followers, 42.2K engagements

"I am extremely proud to share that I have officially joined the team at @Swan as the Chief Investment Officer. Thank you so much to all of those who have already sent me messages the encouragement from all of you is amazing I have had the pleasure of working with Swan for several months now allowing me to get to know the team the products and Swan's vision for the future of Bitcoin-based Wealth Management. Over this period of time it became very clear that this was the place I could build and make a difference to advance Bitcoin. Many of you have listened to me talk at length on the live"
X Link 2025-04-23T21:43Z 50.2K followers, 151.8K engagements

"If your favorite company executives are not engaging their retail community show them this stat. 150000+ people for a [--] hour earnings call. Executives need to evolve and show public passion for their business. Investors will respond. Yesterdays $MSTR earnings call was viewed by a record 150000+ people. We covered: Q1 results Raising Bitcoin Yield & Gain targets Expanded $82B capital plan Financial framework for Bitcoin Treasury Companies $MSTR convert $STRK $STRF comparison Why $MSTR Yesterdays $MSTR earnings call was viewed by a record 150000+ people. We covered: Q1 results Raising Bitcoin"
X Link 2025-05-02T14:26Z 50.2K followers, 67.7K engagements

"Lots of alarmist takes right now about MSTR issuing more converts. There are [--] simple reasons they havent issued another yet. [--]. Their last issuance was 2/21/2025. Once they issue a convert there is a standard [--] day lockout. That means that without getting a waiver for an exception the soonest they could have issued another was 4/22/2025 (19 days ago). But also keep in mind they had earnings so they wouldnt issue around that period either. [--]. Converts should be issued while volatility is high to get the best premiums to make them most accretive to the shareholders. They shouldnt be just"
X Link 2025-05-11T09:07Z 50.2K followers, 95.1K engagements

"More Bitcoin. Connect the Dots https://t.co/T4Aj7yYKkr Connect the Dots https://t.co/T4Aj7yYKkr"
X Link 2025-05-11T12:01Z 50.2K followers, 49.5K engagements

"48.5% $STRK ATM 51.5% $STRF ATM 0% $MSTR ATM Common stock ATM bears in shambles. Strategy has acquired [---] BTC for $75.1 million at $106495 per bitcoin and has achieved BTC Yield of 16.9% YTD [----]. As of 6/1/2025 we hodl [------] $BTC acquired for $40.68 billion at $70023 per bitcoin. $MSTR $STRK $STRF https://t.co/K4tex3qHrN Strategy has acquired [---] BTC for $75.1 million at $106495 per bitcoin and has achieved BTC Yield of 16.9% YTD [----]. As of 6/1/2025 we hodl [------] $BTC acquired for $40.68 billion at $70023 per bitcoin. $MSTR $STRK $STRF https://t.co/K4tex3qHrN"
X Link 2025-06-02T13:26Z 50.2K followers, 147.2K engagements

"4 weeks zero common stock ATM. Strategy has acquired [---] BTC for $26.0 million at $105856 per bitcoin and has achieved BTC Yield of 19.2% YTD [----]. As of 6/22/2025 we hodl [------] $BTC acquired for $41.87 billion at $70681 per bitcoin. $MSTR $STRK $STRF $STRD https://t.co/bnE0OC9kEv Strategy has acquired [---] BTC for $26.0 million at $105856 per bitcoin and has achieved BTC Yield of 19.2% YTD [----]. As of 6/22/2025 we hodl [------] $BTC acquired for $41.87 billion at $70681 per bitcoin. $MSTR $STRK $STRF $STRD https://t.co/bnE0OC9kEv"
X Link 2025-06-23T13:26Z 50.2K followers, 86.7K engagements

"I dont know all the rules @JoshMandell6 but did I just win the game"
X Link 2025-07-12T19:31Z 50.2K followers, 110.8K engagements

"Ive pulled the post on the Class B shares. After further discussions we have concluded that the wording were able to be acquired is not indicating conversion in the past tense but the possibility of conversion in the future. So while the filing was for Class A Common Stock it appears to be indicating possible total and not current actual Class A holdings total. Apologies for the false alarm it appears the vote is still fully with Saylor at the moment. $MSTR"
X Link 2024-10-28T12:29Z 50.2K followers, 20.4K engagements

"Happy Nasdaq [---] Announcement day $MSTR"
X Link 2024-12-13T13:29Z 50.2K followers, 83.5K engagements

"The $MSTR strategy evolves with a perpetual preferred stock offering of $2B. MicroStrategy targets up to $2 billion capital raise through public offerings of perpetual preferred stock in the first quarter of [----]. $MSTR https://t.co/x1pbB8ArlH MicroStrategy targets up to $2 billion capital raise through public offerings of perpetual preferred stock in the first quarter of [----]. $MSTR https://t.co/x1pbB8ArlH"
X Link 2025-01-03T21:44Z 50.2K followers, 165.1K engagements

"The US having a Sovereign Wealth Fund is a massive deal for Bitcoin. Look no further than the individuals that will be in charge of guiding the investments of the fund. Follow the money"
X Link 2025-02-03T18:59Z 50.2K followers, 61.1K engagements

"If you knew someone with $1000000 of liquid assets (cash/cash equivalents) but they had payments they owed of $12800 per year would you spend a lot of your time being concerned with their solvency or their ability to meet those payments That is the argument happening on X about Strategy recently"
X Link 2025-11-17T15:20Z 50.2K followers, 139.2K engagements

"So $AAPL is doing a $110B stock buyback and the stock shoots way up. Shareholders love it. Now lets suppose they ONLY did a $80B buyback and took the other $30B to buy Bitcoin. Lets assume they get [------] $BTC at an average price of $80K as this size would absolutely move the market even done slowly. What do you think happens to the price of #Bitcoin after they announce that buy How quickly is that $30B investment going to recover the entirety of the stock buyback amount + the initial investment Do you think the shareholders would feel worse about this outcome And if they continue to find"
X Link 2024-05-02T23:19Z 50.2K followers, 69.1K engagements

"@Adrian_R_Morris Not the intent but it absolutely is what they said at the SALT conference panel @mikealfred is running. I actually think they are correct to be opportunistic with it to minimize dilution but I know a lot of people think they are holding it forever"
X Link 2024-08-20T16:43Z 50.2K followers, [----] engagements

"$MSTR Nasdaq [---] Tracking - 10/16/2024 Another slow day for MSTR today. However today MSTR got passed by another non-incumbent Alnylam Pharmaceuticals Inc. $ALNY (who) so anyways they now sit in the second slot out. However as we all know what matters is getting to the top [--]. Today the 75th slot is once again occupied by The Kraft Heinz Company $KHC with a market cap of $43.3B. With MSTR closing at a market cap of $37.7B today that means we need a 14.8% increase or a share price of $222.92. #Bitcoin is just getting started and there is still a month and a half left to go. Tick tock. $MSTR"
X Link 2024-10-16T21:31Z 50.2K followers, 19.4K engagements

"$MSTR Debt-to-Equity Ratio (Leverage) Trigger Warning: Mildly Long We are in the FUD part of the cycle where all the posts videos and articles start to come out about the "risky leverage" of MSTR or the "dangerous leverage plays" they are making. So let's take a look and analyze their actual leverage position (not the one people are imagining for dramatic effect). For this we'll stick to numbers and not feelings on the matter. There is one main issue when people look at this metric and that is that they don't understand the accounting treatment of Bitcoin on MSTR's balance sheet. From all the"
X Link 2024-12-23T23:53Z 50.2K followers, 215.7K engagements

"Major moves in the LBE space being made by @adam3us. The capital coming to Bitcoin keeps piling up 👏 👏 👏 JUST IN: Cantor Fitzgerald is nearing a $4B SPAC deal with @adam3us & @Blockstream to acquire 30000+ BTC. ➤ #Bitcoin contributed for equity ➤ Up to $800M in additional capital raised ➤ Mirrors $3.6B SoftBankTether venture Another major move in the rise of corporate https://t.co/pzfiEgHhdg JUST IN: Cantor Fitzgerald is nearing a $4B SPAC deal with @adam3us & @Blockstream to acquire 30000+ BTC. ➤ #Bitcoin contributed for equity ➤ Up to $800M in additional capital raised ➤ Mirrors $3.6B"
X Link 2025-07-15T22:14Z 50.2K followers, 27.3K engagements

"@jonnypokerasia @saylor They asked for hard questions and everyone wanted a question about the MSTR performance equity issuance and leverage/amplification focus. As he always is he was ready for it and had an amazing response"
X Link 2025-10-30T23:03Z 50.2K followers, [---] engagements

"Interesting approach from MetaPlanet. [--]. Sell puts on $BTC [--]. Collect Premium in #Bitcoin (Bitcoin holdings increase immediately). They keep this no matter what. [--]. If price is below $62k in December they pay $62k per Bitcoin and add [---] more Bitcoin to their holdings. [--]. If price is above $62k in December their cash collateral is released no additional purchase required. This capital would be free to sell more puts. [--]. Rinse repeat. For a company looking to continue accumulating Bitcoin but wanting to be opportunistic about both their entries and potential to collect additional Bitcoin along"
X Link 2024-10-03T06:10Z 50.2K followers, 63K engagements

"Strategy has specifically requested tough questions. If theres something you feel hasn't been addressed that you'd like to know let me know below 👇 We're excited to announce that leading Bitcoin analysts will be joining the live Q&A of our Q3 earnings call tomorrow at [--] PM ET: @natbrunell @AdamBLiv @BitcoinPierre and @werkman. https://t.co/XAmhlg6acx We're excited to announce that leading Bitcoin analysts will be joining the live Q&A of our Q3 earnings call tomorrow at [--] PM ET: @natbrunell @AdamBLiv @BitcoinPierre and @werkman. https://t.co/XAmhlg6acx"
X Link 2025-10-29T13:46Z 50.2K followers, 86.8K engagements

"$MSTR Convertible Notes - Conversion Eligibility Watch [----] Notes ($1.05B / [-------] Shares) We have had [--] closes above the $186.22 130% trigger price in the last [--] days. We now need [--] more closes above $186.22 over the next [--] trading days. [----] Notes ($1.01B / [-------] Shares) We have had [--] closes above the $238.14 130% trigger price in the last [--] days. We now need [--] more closes above $238.14 over the next [--] trading days. [----] Notes ($800M / [-------] Shares) We have had [--] closes above the $194.70 130% trigger price in the last [--] days. We now need [--] more closes above $194.70 over the"
X Link 2024-10-29T20:05Z 50.2K followers, 38.1K engagements

"Seems the analysts may have missed the mark here by a bit with those negative EPS targets huh 🤣"
X Link 2025-07-31T20:07Z 50.2K followers, 65.3K engagements

"It takes time. I think too many people assumed there is a magic switch they could flip to stick it at $100. Liquidity needs to build traders need to become aware of the product and the arb opportunity and the market will want a bit of history of corrective actions being taken to actively manage the security (which theyve been doing both above $100 and below). Over time vol will compress to a narrow band so it is money market like but it doesnt happen overnight"
X Link 2025-11-20T21:38Z 50.2K followers, [---] engagements

"@dgt10011 Someone should start a podcast about that"
X Link 2025-12-12T19:04Z 50.2K followers, [----] engagements

"Here's what I've observed in the Coinbase order books recently. Once we reach a local low ($69k today) a strong 40-50 BTC bid shows up just below that level. This tricks traders and algos into thinking we've reached support and an order book imbalance has now presented itself on the bid side. However that bid is fake. It is used to get traders to pull their lower bids and start to lever up at support levels for a swing. As soon as price drifts into this "support" level that bid is pulled but now the bid below has already emptied out. They sweep the liquidity for the next $500-$1000 price"
X Link 2024-04-01T15:49Z 50.2K followers, 360.5K engagements

"Buckle up. $MSTR"
X Link 2024-11-11T01:03Z 50.2K followers, 91.4K engagements

"The beauty for people who have been investing in #Bitcoin and proxies like $MSTR as a part of their retirement planning is that they are essentially buying back years of their future time. When you start saving for retirement you set a goal based on what you think it will cost you to live during your retirement years. Massive accelerators like these can teleport you years into the future on that journey and without major lifestyle creep it means your goals can be within reach much much sooner (and hopefully at a greatly elevated level). This buys years of your life back to dedicate to things"
X Link 2024-11-11T18:02Z 50.2K followers, 81K engagements

"Happy Nasdaq [---] snapshot day Lets see what the market has in store for $MSTR"
X Link 2024-11-29T11:20Z 50.2K followers, 126.5K engagements

"There are many new people entering the $MSTR space which is great to see but because of this I think it may be helpful to give a simplified example people can use and conceptualize from their personal life to understand at a high level what MSTR has been doing with their strategy. Trigger Warning: It's long but not as long as yesterday. Income vs. Net Worth These are [--] concepts that most people understand at least at a high level in their personal lives. For this example we will consider your income to simply be the salary from your job. Net worth is slightly more complex but is essentially"
X Link 2024-12-01T17:16Z 50.2K followers, 145.8K engagements

"New game plan. $MSTR does another $3B convertible offering at the close today. Saylor takes that money and makes a deal with the US Government to buy $3B of their #Bitcoin. MSTR moves those Bitcoin to a public wallet where it stays to serve as a constant reminder to the world of the cost of not being strategically forward thinking"
X Link 2024-12-02T18:57Z 50.2K followers, 85.5K engagements

"I know retail is hating this $MSTR price action for the most part but do you know who loves it The convertible arbitrage desk buyers of the convertible bonds. These significant expansions and contractions of price are what allow them to run their delta hedging strategies and is exactly why they love holding these bonds and trading around them on the equity. Remember retail is not driving the ship here. It'd be ignorant to think so just look at the volumes trading. The major capital that is at play is loving this price action for the last month. It's an institutional level capital playground"
X Link 2024-12-23T17:41Z 50.2K followers, 137.4K engagements

"Unmatched focus and execution. $MSTR Thinking about the next green dot on https://t.co/Bx3917zeAK. https://t.co/dCIhEzRLuW Thinking about the next green dot on https://t.co/Bx3917zeAK. https://t.co/dCIhEzRLuW"
X Link 2025-01-12T15:42Z 50.2K followers, 41.8K engagements

"Remember all the way back to Monday when we were down to $89k and all the analysts started coming out of the woodwork calling for an imminent drop to the $60k-$70k range and the full demise of $MSTR That was fun. #Bitcoin"
X Link 2025-01-17T17:30Z 50.2K followers, 43.1K engagements

"@EricTrump @worldlibertyfi This is a major miscalculation for the Trump family. Very unfortunate"
X Link 2025-01-18T20:48Z 50.2K followers, 148.3K engagements

"And just like that we are back. Death to the blue lines. Long live the green dots. https://t.co/SOtFHRoykd Death to the blue lines. Long live the green dots. https://t.co/SOtFHRoykd"
X Link 2025-02-09T14:39Z 50.2K followers, 87.5K engagements

"In the end they can put whatever they want in the strategic stockpile. We all know all other coins trend to zero against Bitcoin so it will end up a Bitcoin reserve one way or another"
X Link 2025-03-02T22:29Z 50.2K followers, 42.9K engagements

"Thats a big statement. America will be the Bitcoin superpower of the world. The Golden Age of America has BEGUN https://t.co/HUQsNYfUiP America will be the Bitcoin superpower of the world. The Golden Age of America has BEGUN https://t.co/HUQsNYfUiP"
X Link 2025-03-08T19:16Z 50.2K followers, 39.1K engagements

"I keep spending time looking at all the positive news flows and reconciling the recent price action of Bitcoin to it. I come to one conclusion. This is one of those inefficient times in the market that creates an investing edge which will be so glaringly obvious over the next [--] months that I cant help but just keep quietly stacking as much Bitcoin as possible. I cant think of any development Ive wanted that isnt already happening or publicly in the process of happening with increasingly higher probabilities. Ill take this asymmetric bet 100% of the time with everything I can throw at it"
X Link 2025-03-14T21:54Z 50.2K followers, 114.7K engagements

"59.18% STRK ATM 40.82% STRF ATM 0% MSTR ATM Strategy has acquired [----] BTC for $110.2 million at $105426 per bitcoin and has achieved BTC Yield of 17.1% YTD [----]. As of 6/8/2025 we hodl [------] $BTC acquired for $40.79 billion at $70086 per bitcoin. $MSTR $STRK $STRF $STRD https://t.co/9cpK5vtVwW Strategy has acquired [----] BTC for $110.2 million at $105426 per bitcoin and has achieved BTC Yield of 17.1% YTD [----]. As of 6/8/2025 we hodl [------] $BTC acquired for $40.79 billion at $70086 per bitcoin. $MSTR $STRK $STRF $STRD https://t.co/9cpK5vtVwW"
X Link 2025-06-09T13:33Z 50.2K followers, 79.7K engagements

"@PunterJeff Great news time to get after it"
X Link 2025-07-06T15:47Z 50.2K followers, [----] engagements

"The Saylor $MSTR playbook as described by Saylor himself: - Sell the [---] vol asset (shares). - Buy the [--] vol asset (#BTC). - Lever up the [--] vol asset to recreate a [---] vol asset. This creates a volatile balance sheet which creates a volatile stock. The volatile stock creates the demand in the options market which in turn creates the opportunities to borrow money at under 1% for [--] years to buy more #Bitcoin. I dont think people have truly appreciated the level of strategy that Saylor has displayed. It also shows that the stock is going to swing wildly BY DESIGN to keep the cycle going. So be"
X Link 2024-04-27T08:04Z 50.2K followers, 371.4K engagements

"It appears Andrew Kang (CFO) just confirmed on the call that $MSTR will adopt FASB Q1 2025"
X Link 2024-10-30T21:20Z 50.2K followers, 72.2K engagements

"Its hard to overstate how bullish this type of weekend price action is. It is in fact possible we are not ready for what is coming for #Bitcoin"
X Link 2024-11-10T04:40Z 50.2K followers, 52.3K engagements

"I wouldnt bother making #Bitcoin price predictions. I think we have a new type of buyer with us in the market now and they arent looking at the charts"
X Link 2024-11-11T23:06Z 50.2K followers, 59.4K engagements

"I was too bearish on $MSTR so we're going bigger. Trigger Warning: Long Scenario Alright let's do an update to the scenario I ran earlier about $MSTR achieving [------] Bitcoin accumulation in [----]. However lets assume if they were going for 200K they would certainly go for 210K which would bring them to [------]. But that's not a clean number so instead let's just make it an even [------] by the end of [----]. So where do we stand Well as of writing this MSTR holds [------] #Bitcoin in their treasury. This means our target needs to be [-----] additional Bitcoin by the end of [----]. So can we do it Let's"
X Link 2024-11-20T15:47Z 50.2K followers, 220K engagements

"For reference on $MSTR we are back to the prior high close from Monday. Remember volatility is the product and volatility is directionally agnostic"
X Link 2024-11-21T20:48Z 50.2K followers, 56.9K engagements

"Most people on a beach: Wow its so beautiful here So relaxing Me: What if Saylor actually collected $10B in capital this week and not just $3B from the converts Oh man this next week could get crazy for $MSTR I think I need more hobbies 🤣"
X Link 2024-11-23T17:17Z 50.2K followers, 93.5K engagements

"$MSTR #Bitcoin per Share For today I will just present the chart and allow you to draw your own conclusions about whether this growth trajectory is valuable or not"
X Link 2024-11-26T15:14Z 50.2K followers, 242.5K engagements

"Just a brief note of gratitude today for the community we have built here on X. Anyone who intends to openly engage in the Internet regardless of the topic expects the typical negativity and trolling the Internet is famous for. This community has been different. What I have found personally is a highly intelligent engaged community seeking to understand and process information collaboratively. People are probably sick of me telling them investing is an individual sport by now but what I really love here is the other side of it which is that we have made research and due diligence a community"
X Link 2024-11-28T15:28Z 50.2K followers, 55.2K engagements

"$MSTR has officially crossed 400k #Bitcoin. MicroStrategy has acquired [-----] BTC for $1.5 billion at $95976 per #bitcoin and has achieved BTC Yield of 38.7% QTD and 63.3% YTD. As of 12/2/2024 we hodl [------] $BTC acquired for $23.4 billion at $58263 per bitcoin. $MSTR https://t.co/K3TK4msGp0 MicroStrategy has acquired [-----] BTC for $1.5 billion at $95976 per #bitcoin and has achieved BTC Yield of 38.7% QTD and 63.3% YTD. As of 12/2/2024 we hodl [------] $BTC acquired for $23.4 billion at $58263 per bitcoin. $MSTR https://t.co/K3TK4msGp0"
X Link 2024-12-02T13:05Z 50.2K followers, 78.8K engagements

"Wow [-----] followers I have to say that feels pretty insane. It was only a few months ago that I was basically talking to myself on here so thank you all for choosing to follow along It freaks me out a bit that so many of you are reading my thoughts and spelling mistakes in my posts but Im grateful for each of you Once I get home Ill be doing a small giveaway to celebrate so start thinking about the people you feel have been making great contributions to the MSTR community (True North folks are excluded - sorry). Thank you all"
X Link 2024-12-02T13:56Z 50.2K followers, 75K engagements

"What a beautiful leverage flush. No free rides for high leveraged longs as we move above $100K. #Bitcoin"
X Link 2024-12-05T23:04Z 50.2K followers, 104K engagements

"Never a doubt. $MSTR $MSTR to enter Nasdaq [---] https://t.co/kDtDxWTSbI $MSTR to enter Nasdaq [---] https://t.co/kDtDxWTSbI"
X Link 2024-12-14T01:09Z 50.2K followers, 72.8K engagements

"And just like that they flew by my [------] end of year target and now have [------] with [--] weeks left in the year. Love to see it $MSTR MicroStrategy has acquired [-----] BTC for $1.5 billion at $100386 per #bitcoin and has achieved BTC Yield of 46.4% QTD and 72.4% YTD. As of 12/15/2024 we hodl [------] $BTC acquired for $27.1 billion at $61725 per bitcoin. $MSTR https://t.co/SaWLNBVkrl MicroStrategy has acquired [-----] BTC for $1.5 billion at $100386 per #bitcoin and has achieved BTC Yield of 46.4% QTD and 72.4% YTD. As of 12/15/2024 we hodl [------] $BTC acquired for $27.1 billion at $61725 per"
X Link 2024-12-16T14:26Z 50.2K followers, 55.9K engagements

"We have a new post to figure out now. Orange dots are sized in BTC for purchases. Motivation for a bigger buy announcement from $MSTR this Monday Well have to wait and see. The orange dots on https://t.co/Bx3917zeAK are motivational. https://t.co/oxtxuJLEpg The orange dots on https://t.co/Bx3917zeAK are motivational. https://t.co/oxtxuJLEpg"
X Link 2024-12-22T12:41Z 50.2K followers, 153.5K engagements

"Here come the Bitcoin Treasury ETF products. Its was only a matter of time before these started materializing. Now companies have a new bogey [----] BTC in their treasury. This wont be the last of these products. BREAKING: Bitwise has filed for a Bitcoin Standard Corp ETF with the SEC 🎉 The fund will offer exposure to companies that have adopted a #Bitcoin standard and hold at least [----] $BTC in their corporate treasuries. https://t.co/LIv2nn0TyC BREAKING: Bitwise has filed for a Bitcoin Standard Corp ETF with the SEC 🎉 The fund will offer exposure to companies that have adopted a #Bitcoin"
X Link 2024-12-27T01:19Z 50.2K followers, 94.2K engagements

"We are back in the new year and ready to buy more #Bitcoin Something about https://t.co/Bx3917zMqi is not quite right. https://t.co/vRTAH2xTCX Something about https://t.co/Bx3917zMqi is not quite right. https://t.co/vRTAH2xTCX"
X Link 2025-01-05T14:45Z 50.2K followers, 60.9K engagements

"@MartinShkreli Narrator: But it was not in fact going great for Martin and his MSTR short"
X Link 2025-01-07T00:36Z 50.2K followers, 49.3K engagements

"Now its time for a Strategic Bitcoin Reserve. Lets get this show on the road"
X Link 2025-01-22T00:18Z 50.2K followers, 75.6K engagements

"Now were talking. SAB [---] has been rescinded allowing banks to custody Bitcoin. 🚀 https://t.co/IZrzOfcdXG SAB [---] has been rescinded allowing banks to custody Bitcoin. 🚀 https://t.co/IZrzOfcdXG"
X Link 2025-01-23T23:29Z 50.2K followers, 51.5K engagements

"For those that are spooked by the latest $MSTR WSJ article there is absolutely nothing new in there. Corporate Alternative Minimum Tax (CAMT) has been known and discussed for a long time now and has been disclosed in their earnings releases. Dont let the journalists scare you its only breaking news to them apparently"
X Link 2025-01-24T15:16Z 50.2K followers, 76.3K engagements

"$MSTR Initial Preferred Stock Thoughts Trigger Warning: Long Post. Alright lots of questions and info flying around out there so we might as well dig in a bit on the structure of the offering even if we don't have the final version yet. There is a lot of optionality that comes with this offering and I think with time people are really going to appreciate the power of having the Preferred class of stock for MSTR. The Basics The initial offering is for $250M and will be comprised of 2.5M Preferred shares under the ticker $STRK. This is most likely to feel out the initial market demand for this"
X Link 2025-01-28T19:45Z 50.2K followers, 156.7K engagements

"Hearing David Sachs say Bitcoin Reserve instead of Digital Asset Stockpile was a nice change"
X Link 2025-02-04T20:17Z 50.2K followers, 95.4K engagements

"Is it finally time for the transformation of $GME https://t.co/wlOwEGli6n https://t.co/wlOwEGli6n"
X Link 2025-02-08T05:47Z 50.2K followers, 96.3K engagements

"There is a very strong group of shareholders who added more than [--] Million shares to their $MSTR holdings in Q4 [----]. - UBS Group AG - Cantor Fitzgerald L.P. - Clear Street Derivatives LLC - Bank of Montreal - Norges Bank - National Bank of Canada - BlackRock Inc"
X Link 2025-02-17T20:01Z 50.2K followers, 149.8K engagements

"I for one am stunned that North Korea stole a ton of $ETH and then instead of holding it strategically as the money/capital of the future they chose to quickly try to convert it into #Bitcoin. Stunned"
X Link 2025-02-23T00:37Z 50.2K followers, 68.2K engagements

"And there we have it the $STRK ATM. Strategy Announces $21 Billion $STRK At-The-Market Program $MSTR https://t.co/yTfmDuot3V Strategy Announces $21 Billion $STRK At-The-Market Program $MSTR https://t.co/yTfmDuot3V"
X Link 2025-03-10T12:52Z 50.2K followers, 113.2K engagements

"MSTR sold [------] shares of $STRK via the new ATM and used the proceeds to buy [---] BTC. The preferred stock era has begun. Strategy has acquired [---] BTC for $10.7M at $82981 per bitcoin and has achieved BTC Yield of 6.9% YTD [----]. As of 3/16/2025 we hodl [------] $BTC acquired for $33.1 billion at $66360 per bitcoin. $MSTR $STRK https://t.co/8xRmR8vlIt Strategy has acquired [---] BTC for $10.7M at $82981 per bitcoin and has achieved BTC Yield of 6.9% YTD [----]. As of 3/16/2025 we hodl [------] $BTC acquired for $33.1 billion at $66360 per bitcoin. $MSTR $STRK https://t.co/8xRmR8vlIt"
X Link 2025-03-17T12:52Z 50.2K followers, 125.6K engagements

"Everyone is waiting for Strategy to become a bank. Id argue now its pretty clear they already are. An investment bank specializing in Bitcoin-backed capital formation"
X Link 2025-03-18T15:39Z 50.2K followers, 62.7K engagements

"I have a personal Bitcoin accumulation rule that says whenever news comes out that I could imagine looking back on and thinking Wow it was so obvious I buy $500 of Bitcoin. Thats been happening a lot lately"
X Link 2025-03-23T18:43Z 50.2K followers, 70.1K engagements

"Much bigger buy than anticipated at [-----] BTC. These Bitcoin were purchased with $1.2B from the common stock ATM $18.52M from the STRK ATM and $711M from the STRF IPO. $MSTR has acquired [-----] BTC for $1.92 billion at $86969 per bitcoin and has achieved BTC Yield of 11.0% YTD [----]. As of 3/30/2025 @Strategy holds [------] $BTC acquired for $35.63 billion at $67458 per bitcoin. $STRK $STRF https://t.co/1sfyBIglnt $MSTR has acquired [-----] BTC for $1.92 billion at $86969 per bitcoin and has achieved BTC Yield of 11.0% YTD [----]. As of 3/30/2025 @Strategy holds [------] $BTC acquired for $35.63"
X Link 2025-03-31T13:58Z 50.2K followers, 80.9K engagements

"Well this seems like a rather big deal. Wow. Strategy announces pricing of its Stride Perpetual Preferred Stock $STRD Offering and upsizes the deal from $250M to $1B. $MSTR https://t.co/3p2J6qRu38 Strategy announces pricing of its Stride Perpetual Preferred Stock $STRD Offering and upsizes the deal from $250M to $1B. $MSTR https://t.co/3p2J6qRu38"
X Link 2025-06-06T12:43Z 50.2K followers, 51.3K engagements

"The market is reacting to the $GME news with a clear "fool me once shame on you; fool me twice shame on me" message. If you have conviction and a long term strategy communicate that to your investors. The market no longer rewards silence in this space it rewards transparency and execution"
X Link 2025-06-11T21:45Z 50.2K followers, 106.5K engagements

"Once again 0% $MSTR Common Stock ATM usage for the week. This purchase was fully funded by the preferred equity offerings primarily driven by the proceeds from $STRD with and additional $48.4M from $STRK and $30M from $STRF. Strategy has acquired [-----] BTC for $1.05 billion at $104080 per bitcoin and has achieved BTC Yield of 19.1% YTD [----]. As of 6/15/2025 we hodl [------] $BTC acquired for $41.84 billion at $70666 per bitcoin. $MSTR $STRK $STRF $STRD https://t.co/n7q77DmqCY Strategy has acquired [-----] BTC for $1.05 billion at $104080 per bitcoin and has achieved BTC Yield of 19.1% YTD 2025."
X Link 2025-06-16T15:11Z 50.2K followers, 71K engagements

"Notice anything $444K shares for $44.4M notional value. We see you @saylor 👀 Legend. cc: @JoshMandell6"
X Link 2025-07-14T14:57Z 50.2K followers, 75K engagements

"The analysts covering MSTR remain asleep at the wheel. Never ceases to amaze me"
X Link 2025-07-27T13:13Z 50.2K followers, 128K engagements

"21021 BTC You have to appreciate the symbolism there Strategy has acquired [-----] BTC for $2.46 billion at $117256 per bitcoin and has achieved BTC Yield of 25.0% YTD [----]. As of 7/29/2025 we hodl [------] $BTC acquired for $46.08 billion at $73277 per bitcoin. $MSTR $STRK $STRF $STRD $STRC https://t.co/PEQQGfvkYe Strategy has acquired [-----] BTC for $2.46 billion at $117256 per bitcoin and has achieved BTC Yield of 25.0% YTD [----]. As of 7/29/2025 we hodl [------] $BTC acquired for $46.08 billion at $73277 per bitcoin. $MSTR $STRK $STRF $STRD $STRC https://t.co/PEQQGfvkYe"
X Link 2025-07-29T20:36Z 50.2K followers, 83.3K engagements

"I am honored to share that I have joined @strive as Chief Investment Officer. This next step in my journey comes during a pivotal moment for Bitcoin as corporate adoption accelerates and digital credit is emerging as the next frontier of corporate finance. Strive is poised to set the standard as a leader backed by a clear vision an intelligently designed capital structure and world-class management expertise. Strive has always stood for capitalism meritocracy innovation and financial liberty which are all values that resonate deeply with me. They are not only the foundation for building great"
X Link 2025-10-06T12:45Z 50.2K followers, 173.7K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@Werkman
/creator/twitter::Werkman