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# ![@Z06Z07 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::735519097.png) @Z06Z07 Grain of Salt

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

### Engagements: [------] [#](/creator/twitter::735519097/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::735519097/c:line/m:interactions.svg)

- [--] Week [-------] +219%
- [--] Month [---------] -77%
- [--] Months [---------] +298%
- [--] Year [----------] +107%

### Mentions: [--] [#](/creator/twitter::735519097/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::735519097/c:line/m:posts_active.svg)

- [--] Week [--] -71%
- [--] Month [---] +297%
- [--] Months [---] +148%
- [--] Year [-----] +15%

### Followers: [------] [#](/creator/twitter::735519097/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::735519097/c:line/m:followers.svg)

- [--] Week [------] +1.70%
- [--] Month [------] +3.30%
- [--] Months [------] +33%
- [--] Year [------] +60%

### CreatorRank: [-------] [#](/creator/twitter::735519097/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::735519097/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #784 [finance](/list/finance)  32.38% [stocks](/list/stocks)  29.52% [countries](/list/countries)  1.9% [social networks](/list/social-networks)  0.95% [technology brands](/list/technology-brands)  0.95% [financial services](/list/financial-services)  0.95%

**Social topic influence**
[bitcoin](/topic/bitcoin) #446, [$mstr](/topic/$mstr) #38, [$strc](/topic/$strc) #35, [mstr](/topic/mstr) #28, [$strf](/topic/$strf) 5.71%, [$strk](/topic/$strk) 5.71%, [crypto](/topic/crypto) #2166, [ai](/topic/ai) 4.76%, [debt](/topic/debt) #523, [$stre](/topic/$stre) 4.76%

**Top accounts mentioned or mentioned by**
[@strategy](/creator/undefined) [@dotkrueger](/creator/undefined) [@saylor](/creator/undefined) [@chrismmillas](/creator/undefined) [@danainhawaii](/creator/undefined) [@mstrtruenorth](/creator/undefined) [@britishhodl](/creator/undefined) [@operationdanish](/creator/undefined) [@smunro44](/creator/undefined) [@altols](/creator/undefined) [@jamieminer9](/creator/undefined) [@phongle](/creator/undefined) [@joecarlasare](/creator/undefined) [@michaelkantro](/creator/undefined) [@chcbearsfan](/creator/undefined) [@richlassitermd](/creator/undefined) [@decentral97](/creator/undefined) [@hillerydan](/creator/undefined) [@vettevector](/creator/undefined) [@grok](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Bitcoin Cash (BCH)](/topic/bitcoin-cash) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Grayscale BTC ETF (GBTC)](/topic/$gbtc) [The 99% Community (99)](/topic/$99)
### Top Social Posts
Top posts by engagements in the last [--] hours

"When does Bitcoin most likely hit $1M @dotkrueger @bensig @BritishHodl [--] years = 40% CAGR [--] Years = 30% CAGR [--] Years = 10% CAGR [--] Years = 20% CAGR [--] years = 40% CAGR [--] Years = 30% CAGR [--] Years = 10% CAGR [--] Years = 20% CAGR"  
[X Link](https://x.com/Z06Z07/status/2021833368355340580)  2026-02-12T06:26Z 24.4K followers, 12.9K engagements


"@hswinters13 Plug the table into AI and have it change it for Metaplanet"  
[X Link](https://x.com/Z06Z07/status/2021599963117928778)  2026-02-11T14:59Z 24.4K followers, [---] engagements


"@dotkrueger Bitcoin CAGR to hit $1M in years"  
[X Link](https://x.com/Z06Z07/status/2021643706743627913)  2026-02-11T17:53Z 24.4K followers, [----] engagements


"Bitcoin Yield is 12% in the models above. Bitcoin Held CAGR - Shares Outstanding CAGR= Bitcoin Yield. Bitcoin Yield is the net increase in Bitcoin per Share accounting for the increase in shares. 12% is the sweet spot and mathematically its really close to the 10% Strategy states. https://twitter.com/i/web/status/2021716235239796859 https://twitter.com/i/web/status/2021716235239796859"  
[X Link](https://x.com/Z06Z07/status/2021716235239796859)  2026-02-11T22:41Z 24.4K followers, [---] engagements


"I'm Live https://x.com/i/broadcasts/1djGXWVPNgNKZ https://x.com/i/broadcasts/1djGXWVPNgNKZ"  
[X Link](https://x.com/Z06Z07/status/2021782263042912308)  2026-02-12T03:03Z 24.4K followers, [----] engagements


"@RichLassiterMD @Decentral97 And they now have $2.25B in cash to make the rating agencies feel more confident to give the prefs a rating"  
[X Link](https://x.com/Z06Z07/status/2021803196352725313)  2026-02-12T04:26Z 24.4K followers, [--] engagements


"Here's the CAGR Table for reference"  
[X Link](https://x.com/Z06Z07/status/2021833568788578571)  2026-02-12T06:27Z 24.4K followers, [----] engagements


"Saylor is tired of answering the same questions. They have a real time dashboard lowest debt at 10% (and they will get it to zero over the next [---] years ) and is a publicly traded company. Please name a smart and thoughtful person that has almost 5M followers that also bought 500000+ Bitcoin over the past two years. https://twitter.com/i/web/status/2021976069101039919 https://twitter.com/i/web/status/2021976069101039919"  
[X Link](https://x.com/Z06Z07/status/2021976069101039919)  2026-02-12T15:53Z 24.4K followers, [----] engagements


"Im on $MSTR https://t.co/Yupuvj3H1I https://t.co/Yupuvj3H1I"  
[X Link](https://x.com/Z06Z07/status/2019811286935343148)  2026-02-06T16:31Z 24.4K followers, [----] engagements


"I reverse engineered your terminal value of Bitcoin at $9.4M πŸ˜€and getting to that price either assumes more than [--] years at 10% linear CAGR or a higher linear CAGR. Your BTC Yield at 50% 100% 150% are incredibly high compared to Strategy's guidance of 10% BPS leading to doubling the Bitcoin held to 2X in [--] years. I also expanded my model to [--] years at 10% BPS Yield (30% Bitcoin CAGR - 20% Share CAGR) Bitcoin growing at 10% year($308K at [--] year) and [--] year multiple growth at 1/3 historical at 4X leading to MSTR price of $6348. I would be happy to do a space with you."  
[X Link](https://x.com/Z06Z07/status/2021615286395502743)  2026-02-11T16:00Z 24.4K followers, [----] engagements


"@BabyHedgehog9 5% Price CAGR on Bitcoin and really low and BPS share 2X over [--] years leads to $MSTR price of $876 in [--] yeas. Because the price CAGR is so low Strategy would be able to acquire more Bitcoin"  
[X Link](https://x.com/Z06Z07/status/2021697291531305294)  2026-02-11T21:26Z 24.4K followers, [---] engagements


"@HollmerDavid @operationdanish $STRC"  
[X Link](https://x.com/Z06Z07/status/2022022669517148254)  2026-02-12T18:59Z 24.4K followers, [---] engagements


"@T8R_Techno 7.5% of 21M is 1.575M Bitcoin and achieved in year [----] or [----]. This is with the most conservative numbers BTC Held CAGR of 20% Shares Outstanding CAGR of 10% and a Bitcoin price CAGR of 10%. Price of Bitcoin is $174K in [----]. I don't see the flaw in my math"  
[X Link](https://x.com/Z06Z07/status/2021671890985812166)  2026-02-11T19:45Z 24.4K followers, [--] engagements


"What's the probability that Bitcoin drops to $8000 and STAYS there for FOUR YEARS @dotkrueger Under 1% - Tail Risk 1-25% - unlikely Over 50% - Likely 25- 50% - coin flip Under 1% - Tail Risk 1-25% - unlikely Over 50% - Likely 25- 50% - coin flip"  
[X Link](https://x.com/Z06Z07/status/2022025027781370189)  2026-02-12T19:08Z 24.4K followers, [----] engagements


"Yes I am bullish on the @Strategy prefs $STRC $STRE $STRF $STRK . I never thought I would be a bond trader and/or investor but you have to invest in the market you have and not the one you want. @TylerCompiler @saylor MSTR True North's Grain of Salt just flipped bullish on prefs. Here's the math that changed his mind 🧡 Full interview: https://t.co/WsIUpdfW7Y Mike Flaum (@Z06Z07) runs LogScale Investments & contributes analysis to True North. He went from "perpetual liability trap" to "this https://t.co/VaEvop4kKw MSTR True North's Grain of Salt just flipped bullish on prefs. Here's the math"  
[X Link](https://x.com/Z06Z07/status/1991368150651380000)  2025-11-20T04:48Z 24.2K followers, 15K engagements


"We would like to provide a response this @MSCI_Inc post. Please provide an email link. Thanks @PunterJeff @werkman @hillery_dan @saylor"  
[X Link](https://x.com/Z06Z07/status/1993121381564006440)  2025-11-25T00:55Z 24.2K followers, [----] engagements


"MSCI here is my response to the potential exclusion of Digital Asset Companies from your indexes. Please provide an email address so I can submit it formally. @MSCI_Inc"  
[X Link](https://x.com/Z06Z07/status/1993132527788478619)  2025-11-25T01:39Z 24.3K followers, 19.3K engagements


"Most people cant reason about perpetual capital @Strategy $STRC $STRK $STRF $STRD $STRE. If a financing structure includes [--] (no refinancing ever) or / infinity (no maturity) their entire mental model breaks. They dont model perpetuity they cant even comprehend it. Strategy did something clever: They built a [----] month PREF cash buffer. Not because perpetual capital needs itbut because giving the market a TERM value helps analysts who cant process [--] or feel grounded. The CASH buffer doesnt fix the math (which doesnt need fixing) it just helps legacy frameworks and people catch up."  
[X Link](https://x.com/Z06Z07/status/1996283911291449388)  2025-12-03T18:22Z 24.2K followers, 10.8K engagements


"When a retiree says Im house rich cash poor thats balance sheet vs. income statement. Watch the 2minute video for the explanation. @Saylor do you like my elevator explanation $MSTR vs. $STRC The age of a balance sheet powered by Bitcoin is the future. @MicroStrategy is exchanging today for the future and distributing to people with different time horizons. @Z06Z07 gets it. @MSTRTrueNorth https://t.co/hjW6fGqaB4 The age of a balance sheet powered by Bitcoin is the future. @MicroStrategy is exchanging today for the future and distributing to people with different time horizons. @Z06Z07 gets it."  
[X Link](https://x.com/Z06Z07/status/2012175546872979467)  2026-01-16T14:50Z 24.2K followers, [----] engagements


"We all saw the Dec [--] [----] @Strategy rocket slide. Almost nobody understood what it actually meant. That wasnt marketing. It was a balance sheet blueprint. Bitcoin. Cash. Digital credit. Three fuel tanks. One system. The structure isnt in doubt. Only the ratios are. Appreciate the blueprint @saylor $MSTR $STRC $STRK $STRF $STRD $STRE Full long-form analysis here https://t.co/fLsc1c4yLX https://t.co/fLsc1c4yLX"  
[X Link](https://x.com/Z06Z07/status/2013674681212248221)  2026-01-20T18:07Z 24.2K followers, 23.6K engagements


"It May Not Be What You Think [--] of [--] Why the real problem isnt monetary policy its political reality. Every budget is balanced. There is no such thing as an unbalanced federal budget. Youre http://x.com/i/article/2014013955862335488 http://x.com/i/article/2014013955862335488"  
[X Link](https://x.com/Z06Z07/status/2014043291457822894)  2026-01-21T18:31Z 24.3K followers, 20.7K engagements


"HubSpots @dharmesh take misses the legacy reality. Most enterprises arent greenfield theyre drowning in $510M/yr SaaS subscriptions. We OUTSOURCED labor for decades. AI enables the reverse: INSOURCING. When 9095% of the functionality at 10% of the cost via startups or internal builds is understood the incumbent vendors are in trouble. @SpecialSitsNews Interesting tweet from @dharmesh the CTO of $HUBS https://t.co/LEniyx7lek Interesting tweet from @dharmesh the CTO of $HUBS https://t.co/LEniyx7lek"  
[X Link](https://x.com/Z06Z07/status/2014092887596868032)  2026-01-21T21:48Z 24K followers, [----] engagements


"LOL. It appears that- Dont like Balance sheet companies Dont get how FASB on Bitcoin works Dont get that CAMT does not happen on positive EPS when Bitcoin is NOT sold but the company shows positive EPS. Prefer income statement companies Choose to like tax deferring events like long term cap gains vs (ROC) Everyone have a great weekend. https://twitter.com/i/web/status/2014828687192207539 https://twitter.com/i/web/status/2014828687192207539"  
[X Link](https://x.com/Z06Z07/status/2014828687192207539)  2026-01-23T22:32Z 24.2K followers, [----] engagements


"@Tank_Hankerous If everything is corrupted then that includes Bitcoin. If you never sell your bitcoin then why accumulate it What benefit is having something you never use"  
[X Link](https://x.com/Z06Z07/status/2016327850698461268)  2026-01-28T01:49Z 24.2K followers, [----] engagements


"The failure wasnt settlement mechanics. The failure was Robinhoods choice to impose a blanket buy halt instead of targeted risk-appropriate restrictions you were fully authorized to implement. @RobinhoodApp could have allowed cash-only purchases prohibited margin and restricted same-day round trips using existing firm-level controls. No regulatory approval required. Brokers adjust these rules constantly. That would have materially reduced your exposure without locking retail out of the market. Instead you chose the most extreme option halting buys entirely to protect your own balance sheet"  
[X Link](https://x.com/Z06Z07/status/2016534960208032104)  2026-01-28T15:32Z 24.1K followers, 14.8K engagements


"I was doing a surgical analysis of the mechanics of [--] aces. He conceded all my points. He has a literal gold mine doesnt trust the local Guyana currency cant use Bitcoin because he lives in a country that made it illegal for commerce (the exact reason why Bitcoin was invented non-sovereign) and is unicorn. It is highly unlikely that anyone else has a gold mine lives in Africa and joins a US based X space therefore his story is interesting but not applicable to anyone. Jamie I am not arguing with people Im able to ask questions to show the flaws in their arguments and dogma. I do not need to"  
[X Link](https://x.com/Z06Z07/status/2016540145521217806)  2026-01-28T15:53Z 24.1K followers, [--] engagements


"What people dont get about $MSTR isnt hype. Its accounting and IRS. Under the [----] FASB fair value rules $MSTR and all US Bitcoin Treasury companies marks its Bitcoin to market every quarter. If Bitcoin is up quarter-over-quarter @Strategy can report positive GAAP EPS. If Bitcoin is down it reports negative GAAP EPS. That EPS is real under GAAP. But its unrealized. Because its unrealized it: does not generate cash does not flow to buybacks does not get paid out as dividends It sits in retained earnings. At the same time under IRS rules that unrealized gain is not taxable. Thats the CAMT"  
[X Link](https://x.com/Z06Z07/status/2017373884178436486)  2026-01-30T23:06Z 24.1K followers, 15.8K engagements


"Latest Chart on $MSTR @Strategy Shares per $1M Bitcoin Shares per $1M Market Cap Bitcoin Per share"  
[X Link](https://x.com/Z06Z07/status/2019255239745134643)  2026-02-05T03:42Z 24.1K followers, [----] engagements


"@dotkrueger Each Bitcoin Treasury company has two MNAV metrics. MNAV Based on Enterprise Vale (includes all debt and operating company). MNAV based on market cap shares X $. @btcjvs @jamieMiner9 @dotkrueger"  
[X Link](https://x.com/Z06Z07/status/2019524960889561563)  2026-02-05T21:34Z 24.2K followers, [----] engagements


"IMHO This time stamp for @saylor is one of the best parts for $MSTR and $STRC for @Strategy earnings call"  
[X Link](https://x.com/Z06Z07/status/2019549402445279415)  2026-02-05T23:11Z 24.4K followers, 11.2K engagements


"Quick review of $MSTR @Strategy $STRC @MSTRTrueNorth Set a reminder for my upcoming Space https://x.com/i/spaces/1ZkKzZRAWRwKv https://x.com/i/spaces/1ZkKzZRAWRwKv"  
[X Link](https://x.com/Z06Z07/status/2019568914158764096)  2026-02-06T00:28Z 24.4K followers, 17K engagements


"I know why @Strategy picked [--] years for slides [--] [--] [--]. I'll explain it at the 7:15 PM market on my space. @Saylor has referenced this math before in relationship to gold on the @jordanbpeterson interview. Quick review of $MSTR @Strategy $STRC @MSTRTrueNorth Set a reminder for my upcoming Space https://t.co/iMf5c4a2E6 Quick review of $MSTR @Strategy $STRC @MSTRTrueNorth Set a reminder for my upcoming Space https://t.co/iMf5c4a2E6"  
[X Link](https://x.com/Z06Z07/status/2019599830742626584)  2026-02-06T02:31Z 24.2K followers, 13.7K engagements


"On 3/27/2024 Strategy hit $2000 a share and then at Strategy World '24 had dropped to $1010 50% retracement by 5/1/2024 (this was pre 10:1 split). I was there with @ryQuant @VetteVector and met @saylor and @phongle for the first time. We were bummed that they did not implement FASB (early) and CAMT was a concern. FASB was implemented and CAMT is not a problem. I could not predict what unfolded from Aug [----] to November '24. I'm still bullish and I'll be at Strategy World '26 in a couple of weeks. All the people bummed about MSTR stock now we were in the same boat on May [--] at $1010 and it"  
[X Link](https://x.com/Z06Z07/status/2019600560320835999)  2026-02-06T02:34Z 24.2K followers, [----] engagements


"In crypto winter of [----] I was super bummed but I knew I was right. Patience. I commissioned the gif in [----]. When you look at price movement on log scale it changes how you look at Bitcoin price action. The [----] linear scale spike is still visible and the [----] and [----] spikes are only visible on log scale. @dotkrueger @StarfuryFlames THANKS for making my vision of comparing Linear + Log Scale of #Bitcoin simultaneously a reality. πŸ˜ƒπŸ‘πŸ™ Let's make this linear peak into a nub like the other ones @ChartsBtc @danheld $GBTC https://t.co/6ErMZWR6Wk @StarfuryFlames THANKS for making my vision of"  
[X Link](https://x.com/Z06Z07/status/2019603397025099835)  2026-02-06T02:45Z 24.2K followers, [----] engagements


"Heres a great analysis on 10/10/2025 l adding to lower price on Bitcoin. What is happening in crypto Since October 10th crypto markets are now down -50% erasing $2.2 TRILLION worth of market cap. Bitcoin has officially erased ALL of its post-election rally now down -10% since Trump's election. Why is it crashing Let us explain. (a thread) https://t.co/h8ekQdhWSG What is happening in crypto Since October 10th crypto markets are now down -50% erasing $2.2 TRILLION worth of market cap. Bitcoin has officially erased ALL of its post-election rally now down -10% since Trump's election. Why is it"  
[X Link](https://x.com/Z06Z07/status/2019618146114834483)  2026-02-06T03:44Z 24.2K followers, [----] engagements


"Bitcoin accumulation per quarter Bitcoin per Share and BTC Yield for going forward. @BTCBULLRIDER"  
[X Link](https://x.com/Z06Z07/status/2019632558359867525)  2026-02-06T04:41Z 24.2K followers, [----] engagements


"The [--] year reference is rounded down from [---] Years and 10% BTC Yield = [--] . This is based on the Rule of [--]. I know why @Strategy picked [--] years for slides [--] [--] [--]. I'll explain it at the 7:15 PM market on my space. @Saylor has referenced this math before in relationship to gold on the @jordanbpeterson interview. https://t.co/y4J3WGcexp I know why @Strategy picked [--] years for slides [--] [--] [--]. I'll explain it at the 7:15 PM market on my space. @Saylor has referenced this math before in relationship to gold on the @jordanbpeterson interview. https://t.co/y4J3WGcexp"  
[X Link](https://x.com/Z06Z07/status/2019654212997771410)  2026-02-06T06:07Z 24.2K followers, [----] engagements


"Moderately bullish. IF Bitcoin is above $75K next week then price leads narrative"  
[X Link](https://x.com/Z06Z07/status/2019813713050759626)  2026-02-06T16:41Z 24.2K followers, [----] engagements


"@phongle @CNBC @Strategy Great interview and Q4 earnings call"  
[X Link](https://x.com/Z06Z07/status/2019966055314288912)  2026-02-07T02:46Z 24.2K followers, [---] engagements


"@ross30211931 @Danainhawaii @grok @SwanDesk @River @hillery_dan Ross if you are looking at daily prices in isolation you are missing the point. On the daily chart the 50DMA is $98.77. 4H chart the 50MA is $99.24 and $98.44 on 200MA. STRC has a target price range of $99-$101 with a VWAP determining dividend reset"  
[X Link](https://x.com/Z06Z07/status/2020363805143052511)  2026-02-08T05:07Z 24.2K followers, [--] engagements


"Over / Under on @Strategy @saylor Bitcoin buy announcement tomorrow. $MSTR $STRC Under $1B Over $1B Under $1B Over $1B"  
[X Link](https://x.com/Z06Z07/status/2020678269906165889)  2026-02-09T01:56Z 24.4K followers, [----] engagements


"@KobeissiLetter This is the new Yen carry trade. Borrow from Tether holders at 0% and get 4% from the US"  
[X Link](https://x.com/Z06Z07/status/2020889692217188490)  2026-02-09T15:57Z 24.4K followers, [----] engagements


"@ISPInc2 @dotkrueger Then dont invest on those exchanges. Prices are set on multiple exchanges"  
[X Link](https://x.com/Z06Z07/status/2021017090317222161)  2026-02-10T00:23Z 24.4K followers, [--] engagements


"Does Bitcoin retake ATH in [----] @dotkrueger @JoeCarlasare @MichaelKantro Yes No Yes No"  
[X Link](https://x.com/Z06Z07/status/2021041159251062985)  2026-02-10T01:58Z 24.4K followers, [----] engagements


"A really nice summer is winter in San Francisco. Embarcadero looking at the Ferry Building"  
[X Link](https://x.com/Z06Z07/status/2021063997928435887)  2026-02-10T03:29Z 24.4K followers, [----] engagements


"@D12Alpha @BTCGUS21 @Strategy Boyle created an index fund which is diversified by definition. Strategy is concentrated on [--] asset Bitcoin. The volatility is massively different and works in both directions"  
[X Link](https://x.com/Z06Z07/status/2021257718825353471)  2026-02-10T16:19Z 24.4K followers, [--] engagements


"RT @Z06Z07: Does Bitcoin retake ATH in [----] @dotkrueger @JoeCarlasare @MichaelKantro Yes No Yes No"  
[X Link](https://x.com/Z06Z07/status/2021422640121147690)  2026-02-11T03:14Z 24.4K followers, [--] engagements


"RT @Z06Z07: Does $MSTR retake ATH in [----] @Strategy Yes No Yes No"  
[X Link](https://x.com/Z06Z07/status/2021422671926526161)  2026-02-11T03:14Z 24.4K followers, [--] engagements


"RT @Z06Z07: @ChrisMMillas I reverse engineered your terminal value of Bitcoin at $9.4M πŸ˜€and getting to that price either assumes more than"  
[X Link](https://x.com/Z06Z07/status/2021615344746647646)  2026-02-11T16:00Z 24.4K followers, [--] engagements


"@smunro44 It is not. It is new a calculation. mNAV = (Share price Shares) (BTC held BTC price) Economic Value of BTC Value pe Share - BTC value per share today BTC value per share in [----] = (BTC per share BTC price) relative to the [----] baseline"  
[X Link](https://x.com/Z06Z07/status/2021617657322316000)  2026-02-11T16:09Z 24.4K followers, [--] engagements


"@ChrisMMillas @altols Chris Please post your table. Having to reverse engineer you terminal values is difficult"  
[X Link](https://x.com/Z06Z07/status/2021620308097323027)  2026-02-11T16:20Z 24.4K followers, [---] engagements


"@ChrisMMillas @altols That why I used the term Linear CAGR. 10% CAGR for the term is stays the same. So 30% over [--] years then [--] % over [--] years then 10% over [--] years would be an example of diminishing returns. For Bitcoin CAGR is diminishing over time. https://x.com/Z06Z07/status/2019547527763358166s=20 @jamieMiner9 @dotkrueger @nickgiva1 @GrantCardone @GaryCardone @BitByBitBullish @jprice614 This is a [--] year CAGR table for Bitcoin. Currently the [--] year CAGR for Bitcoin is 24.72% over the past [--] calendar years. Jamie you showed a spot price chart. https://t.co/QyLnV9CveQ"  
[X Link](https://x.com/Z06Z07/status/2021623706599252311)  2026-02-11T16:33Z 24.4K followers, [---] engagements


"@ChrisMMillas @altols 2M bitcoin and low growth rates are possible"  
[X Link](https://x.com/Z06Z07/status/2021649498943181080)  2026-02-11T18:16Z 24.4K followers, [---] engagements


"RT @Z06Z07: When does Bitcoin most likely hit $1M @dotkrueger @bensig @BritishHodl [--] years = 40% CAGR [--] Years = 30% CAGR [--] Years = 10% CAGR [--] Years = 20% CAGR [--] years = 40% CAGR [--] Years = 30% CAGR [--] Years = 10% CAGR [--] Years = 20% CAGR"  
[X Link](https://x.com/Z06Z07/status/2021833590296985690)  2026-02-12T06:27Z 24.4K followers, [--] engagements


"https://x.com/i/spaces/1ZkKzZRAWRwKv https://x.com/i/spaces/1ZkKzZRAWRwKv"  
[X Link](https://x.com/Z06Z07/status/2019606948983996817)  2026-02-06T02:59Z 24.4K followers, 16.5K engagements


"Does $MSTR retake ATH in [----] @Strategy Yes No Yes No"  
[X Link](https://x.com/Z06Z07/status/2021041401858056388)  2026-02-10T01:59Z 24.4K followers, [----] engagements


"@altols @ChrisMMillas See row [--]. BTC held doubles in [--] years just like Strategy guided Bitcoin is at $231K and MSTR is at $2K. My numbers are conservative"  
[X Link](https://x.com/Z06Z07/status/2021621426881744961)  2026-02-11T16:24Z 24.4K followers, [---] engagements


"RT @BTCGUS21: Why is @Strategy's strategy still dismissed and ridiculed by Wall Street Heres a historical parallel that explains why Wal"  
[X Link](https://x.com/Z06Z07/status/2021241653445448142)  2026-02-10T15:15Z 24.4K followers, [--] engagements


"RT @Z06Z07: Is the U.S. economy currently in a Goldilocks phase (steady growth low inflation strong jobs neutral rates) @dotkrueger @ Yes - True Goldilocks Close - But soon No - Recession soon No - Inflationary Yes - True Goldilocks Close - But soon No - Recession soon No - Inflationary"  
[X Link](https://x.com/Z06Z07/status/2021264049594339745)  2026-02-10T16:44Z 24.4K followers, [--] engagements


"So far a true bell curve"  
[X Link](https://x.com/Z06Z07/status/2021264292280942597)  2026-02-10T16:45Z 24.4K followers, [----] engagements


"@DavidJPete @dotkrueger @JoeCarlasare @MichaelKantro Then vote no. However if jobs are declining then the Fed has incentive to cut rates. These questions force a person into being net positive or negative"  
[X Link](https://x.com/Z06Z07/status/2021277139895754884)  2026-02-10T17:36Z 24.4K followers, [--] engagements


"RT @Z06Z07: @BritishHodl By my calculations $MSTR would be at $6800 at MNAV of [---] and $12K at [----] MNAV which is Strategy guidance. You d"  
[X Link](https://x.com/Z06Z07/status/2021718543163957395)  2026-02-11T22:50Z 24.4K followers, [--] engagements


"RT @Z06Z07: @Decentral97 Great Question A human brain would say it would be more difficult to acquire more Bitcoins because Law of Big"  
[X Link](https://x.com/Z06Z07/status/2021740634152059122)  2026-02-12T00:18Z 24.4K followers, [--] engagements


"@operationdanish @LizzieLizbc Strategy weathered the 2022-'23 Crypto Winter Equity is not debt and they have 10% debt and $2.25B in cash for [--] months of dividend payments. Banks use fractional reserver banking. How is that a applicable comparison"  
[X Link](https://x.com/Z06Z07/status/2021976973560754307)  2026-02-12T15:57Z 24.4K followers, [---] engagements


"@Coopblake89 @phongle @Strategy I don't think dilution means what you think it means"  
[X Link](https://x.com/Z06Z07/status/2022026557330690478)  2026-02-12T19:14Z 24.4K followers, [--] engagements


"Agreed. It sounds counterintuitive that you can have ATHs during a crypto winter but the ATHs were weak and drops strong. Its possible that [----] can be a repeat of 2024; solid base new Fed chair no (FTX Celsius BlockFi Terra Luna) election budget more debt (debasement trade) Clarity and election. Im still Bullish. https://twitter.com/i/web/status/2018711205632938029 https://twitter.com/i/web/status/2018711205632938029"  
[X Link](https://x.com/Z06Z07/status/2018711205632938029)  2026-02-03T15:40Z 24.4K followers, [----] engagements


"PTJ is correct about fiscal and monetary policy but leaves out $38T+ of US Debt. With the rate cutting hes expecting and I agree with we have not seen a setup like this before. Asset prices could rocket higher. Bitcoin Mag7 AI Gold. @ptj_official @andrewrsorkin Billionaire Paul Tudor Jones said If anything markets now are so much more potentially explosive than [----]. Id want to have positions in Bitcoin and crypto. https://t.co/FtF7TNPOnZ Billionaire Paul Tudor Jones said If anything markets now are so much more potentially explosive than [----]. Id want to have positions in Bitcoin and crypto."  
[X Link](https://x.com/Z06Z07/status/2020301946671026583)  2026-02-08T01:01Z 24.4K followers, 22.7K engagements


"@RichLassiterMD Strategy said they target 2X or a 100% increase in PS. Your calculation maxes out at 30%. You also do the calculation as one lump sum I do it as CAGR. πŸ‘"  
[X Link](https://x.com/Z06Z07/status/2021738962092745200)  2026-02-12T00:11Z 24.4K followers, [---] engagements


"RT @MSTRTrueNorth: Weathering The Storm True North Podcast Ep. [--] https://x.com/i/broadcasts/1djGXWVPNgNKZ https://x.com/i/broadcasts/1djGXWVPNgNKZ"  
[X Link](https://x.com/Z06Z07/status/2021792362260050391)  2026-02-12T03:43Z 24.4K followers, [--] engagements


"Shares per Bitcoin is easier to understand than Bitcoin per share(effectively the same metric). @saylor please add this metric to your dashboard it clearly shows your capital efficiency of $MSTR"  
[X Link](https://x.com/Z06Z07/status/2007114163420815502)  2026-01-02T15:38Z 24.4K followers, 4.8M engagements


"Is the U.S. economy currently in a Goldilocks phase (steady growth low inflation strong jobs neutral rates) @dotkrueger @JoeCarlasare @MichaelKantro Yes - True Goldilocks Close - But soon No - Recession soon No - Inflationary Yes - True Goldilocks Close - But soon No - Recession soon No - Inflationary"  
[X Link](https://x.com/Z06Z07/status/2021259865432137781)  2026-02-10T16:27Z 24.4K followers, [----] engagements


"That might actually be the low scenario. Over the last five years Strategys stock didnt just track Bitcoin. It amplified the economic value of Bitcoin per share. So instead of arguing about http://x.com/i/article/2021472202743287808 http://x.com/i/article/2021472202743287808"  
[X Link](https://x.com/Z06Z07/status/2021487429690195987)  2026-02-11T07:32Z 24.4K followers, 120.5K engagements


"Did you think at the end of [----] that Strategy would acquire [------] Bitcoins in two years I didnt. I built a conservative BTC-per-share model to see what the $MSTR stock price could look like in [----]. MSTR stock price Result: Low: $2500 Medium: $5700 High: $11000 $4000 might be the low anchor. The full model assumptions and tables are in the article below. @saylor @Strategy @phongle @CJ_Bitcoin @PunterJeff @hillery_dan https://t.co/hnrFYfaK1r https://t.co/hnrFYfaK1r"  
[X Link](https://x.com/Z06Z07/status/2021488105937862920)  2026-02-11T07:34Z 24.4K followers, 88.2K engagements


"Load my table into and AI and lets discuss your results. Did you think at the end of [----] that Strategy would acquire [------] Bitcoins in two years I didnt. I built a conservative BTC-per-share model to see what the $MSTR stock price could look like in [----]. MSTR stock price Result: Low: $2500 Medium: $5700 High: $11000 Did you think at the end of [----] that Strategy would acquire [------] Bitcoins in two years I didnt. I built a conservative BTC-per-share model to see what the $MSTR stock price could look like in [----]. MSTR stock price Result: Low: $2500 Medium: $5700 High: $11000"  
[X Link](https://x.com/Z06Z07/status/2021488457084998107)  2026-02-11T07:36Z 24.4K followers, [----] engagements


"Here is the [--] year projection to match the @Strategy slide"  
[X Link](https://x.com/Z06Z07/status/2021637768921985317)  2026-02-11T17:29Z 24.4K followers, [----] engagements


"@dotkrueger Complete Analysis on $MSTR Bitcoin"  
[X Link](https://x.com/Z06Z07/status/2021644307514720464)  2026-02-11T17:55Z 24.4K followers, [---] engagements


"@BritishHodl By my calculations $MSTR would be at $6800 at MNAV of [---] and $12K at [----] MNAV which is Strategy guidance. You do need a Bitcoin CAGR of 25% which is fair. BPS would 3X which is reasonable"  
[X Link](https://x.com/Z06Z07/status/2021687523265622139)  2026-02-11T20:47Z 24.4K followers, [----] engagements


"@dmweisberger WTF"  
[X Link](https://x.com/Z06Z07/status/2021694189927350743)  2026-02-11T21:13Z 24.4K followers, [---] engagements


"Assume that Strategy has 1M Bitcoin if it drops to $8k. The new entrant would then need $8B to buy 1M coins. Do you think that they could just market or OTC buy the 1M coins without slippage Why would they all of a sudden have conviction in Bitcoin if it suffered a 90% drawdown https://twitter.com/i/web/status/2021736294314062306 https://twitter.com/i/web/status/2021736294314062306"  
[X Link](https://x.com/Z06Z07/status/2021736294314062306)  2026-02-12T00:01Z 24.4K followers, [----] engagements


"Great Question A human brain would say it would be more difficult to acquire more Bitcoins because Law of Big Numbers typically diminishing returns sets in AND Bitcoin price is much higher. However Strategy acquired 500K Bitcoin in two years'24-'25 (200K Bitcoin in Q4 [----] alone) which was more than the previous [--] years combined. Past history shows that suprises can happen. https://twitter.com/i/web/status/2021740595178615256 https://twitter.com/i/web/status/2021740595178615256"  
[X Link](https://x.com/Z06Z07/status/2021740595178615256)  2026-02-12T00:18Z 24.4K followers, [----] engagements


"Real world is better than any simulation. I own a; made up non sovereign currency that is scarce and the total supply is known. Companies are using it as collateral to issue; equity credit and pay a yield (monthly and quarterly) in a regulated SEC wrapper. People that don't get it are in the simulation. Bitcoin @Strategy $MSTR $STRF $STRC $STRK $STRD $STRE https://twitter.com/i/web/status/2021768511924953195 https://twitter.com/i/web/status/2021768511924953195"  
[X Link](https://x.com/Z06Z07/status/2021768511924953195)  2026-02-12T02:09Z 24.4K followers, [----] engagements


"@TheWealthDr @operationdanish I have spoken with him on a space. He just doesn't get Saylor and Strategy"  
[X Link](https://x.com/Z06Z07/status/2021997463142560136)  2026-02-12T17:18Z 24.4K followers, [---] engagements


"Banks are not loaning Strategy money. You keep getting that wrong. Strategy sells Equity via ATM. All investments are judged on past performance future performance can not be guaranteed. Anyone could have made the same statement about Strategy after 2022-2023 Crypto Winter. Then Strategy added 500000+ Bitcoin to their balance sheet in '24-'25. I'll invest in the company with 700K+ Bitcoins and 10% leverage going to 0% leverage in [---] years. BTW All medicines and surgical procedures are based on past performance. https://twitter.com/i/web/status/2022021490229854388"  
[X Link](https://x.com/Z06Z07/status/2022021490229854388)  2026-02-12T18:54Z 24.4K followers, [----] engagements


"What's the probability that AI will affect your career Don't care Negative Don't know Postive Don't care Negative Don't know Postive"  
[X Link](https://x.com/Z06Z07/status/2022028562828857496)  2026-02-12T19:22Z 24.4K followers, [----] engagements


"@Danainhawaii If the robot is $48K so you finance it at $500 amonth for [--] months that's would be really expensive. The billionaires always leave OUT the price of the robot"  
[X Link](https://x.com/Z06Z07/status/2022030266479616171)  2026-02-12T19:29Z 24.4K followers, [--] engagements


"@Danainhawaii Then you have done the analysis The only catch is the price of the robot"  
[X Link](https://x.com/Z06Z07/status/2022032562840039698)  2026-02-12T19:38Z 24.4K followers, [--] engagements


"@top_sach Unlikely"  
[X Link](https://x.com/Z06Z07/status/2022075666976715204)  2026-02-12T22:29Z 24.4K followers, [---] engagements


"@Groundwork_HQ @mikewmunz Bitcoin"  
[X Link](https://x.com/Z06Z07/status/2022099667585314828)  2026-02-13T00:05Z 24.4K followers, [---] engagements


"I recommend that you study the historical part of the chart and take that into context. Strategy acquired 500k Bitcoin in [--] years '24-'25 which was double the previous [--] years while almost doubling the BPS in that two years. Doing a 74% in BPS from end of '23-'24 and now being concerned about 2% dip to acquire $2.25B in cash to get a credit credit rating seems to be short sighted. https://twitter.com/i/web/status/2022118481056215486 https://twitter.com/i/web/status/2022118481056215486"  
[X Link](https://x.com/Z06Z07/status/2022118481056215486)  2026-02-13T01:19Z 24.4K followers, [--] engagements


"Its hard for people to update a belief. Im not here to argue. Im not here to persuade. If youre open-minded Im open-minded. Im willing to change my mind if youre willing to change yours. If youre not thats fine. You dont need my permission to believe anything. But I wont debate or engage with you. I care about whats true not whats comforting. Structure not narrative. Cause and effect and accountability for actions. You choose your beliefs. I choose where I spend my time https://twitter.com/i/web/status/2014749031709475166 https://twitter.com/i/web/status/2014749031709475166"  
[X Link](https://x.com/Z06Z07/status/2014749031709475166)  2026-01-23T17:16Z 23.9K followers, 20.3K engagements


"This is what monetary infrastructure looks like when built on Bitcoin. [--] of [--] Central banks are not inherently broken. They are not inherently evil. For much of U.S. history they worked. From the http://x.com/i/article/2014109633506582528 http://x.com/i/article/2014109633506582528"  
[X Link](https://x.com/Z06Z07/status/2015722068978094314)  2026-01-26T09:42Z 23.9K followers, 36K engagements


"If you think @Strategy is just a leveraged Bitcoin proxy youre missing what @saylor is actually building. This isnt about accumulation. Its about architecting the future. $MSTR $STRC CASH $STRK $STRF $STRD $STRE https://t.co/6QA22UHDpp https://t.co/6QA22UHDpp"  
[X Link](https://x.com/Z06Z07/status/2015788675037335863)  2026-01-26T14:07Z 24K followers, 20.1K engagements


"Norway vs. @Strategy: Norways real innovation wasnt oil. It was converting a depleting commodity into a permanent compounding machine via the Government Pension Fund Global and legally handcuffing politicians to a 3% spend rate. The crossover already happened. In recent years the funds annual market returns have exceeded Norways net oil & gas cash flow. At this point markets oil. Oil just lit the fuse. What Norway actually owns now: 1.5% of global public equities. Apple Microsoft Amazon thousands more. Buy almost anything a few basis points flow back to Norway. Oil is no longer the engine."  
[X Link](https://x.com/Z06Z07/status/2017296154887885276)  2026-01-30T17:57Z 23.9K followers, [----] engagements


"I just think its better to have ideas. You can change an idea. Changing a belief is trickier. Movie - Dogma Rufus [----] Bitcoin culture is built around a small set of repeating beliefs. Theyre stated as truths repeated often and rarely examined together. On their own each sounds reasonable. Taken as a system they collapse. Maxim 1: Never sell your Bitcoin If Bitcoin is never exchanged it has no economic use while youre alive. A store of value that never moves does not support an economy. It becomes something you die holding not something you live with. Maxim 2: Banks and counterparties are"  
[X Link](https://x.com/Z06Z07/status/2017332715255959938)  2026-01-30T20:22Z 23.9K followers, 16.1K engagements


"Bitcoin doesnt eliminate banks. It eliminates pretending you dont need credit. If you never sell never borrow and never trust a counterparty you dont get freedom. You get delayed life delayed ownership and inherited wealth instead of lived utility. This isnt a moral critique. Its a structural one. πŸ‘‡ Bitcoin Maxims and Why They Are Broken https://t.co/9sCvEg7K45 https://t.co/9sCvEg7K45"  
[X Link](https://x.com/Z06Z07/status/2017333245390782935)  2026-01-30T20:25Z 23.9K followers, 10.7K engagements


"@PlumbNick Basically she should be rich enough that her identity is not tied to her job or Amazon. Thats sovereignty and agency"  
[X Link](https://x.com/Z06Z07/status/2017638157928567196)  2026-01-31T16:36Z 23.9K followers, [----] engagements


"@nithusezni Agreed. But the Fed did not cause it Congress and President. By the way Congress can operate with surplus (profit) or deficit (Loss) but due the US $ being the world reserve currency since Bretton Woods (1944) allowed Congress to operate with deficits"  
[X Link](https://x.com/Z06Z07/status/2018368698587988324)  2026-02-02T16:59Z 23.9K followers, [---] engagements


"@Guy_026 @Strategy @saylor $STRC will not be effectively lowered in price. The other prefs $STRK $STRD $STRF have having floating prices and fixed dividend % $STRK $90 IPO was a onetime event"  
[X Link](https://x.com/Z06Z07/status/2012180693913100669)  2026-01-16T15:10Z 24.3K followers, [---] engagements


"@PatriotWife72 @saylor @Strategy Strategy was passed over for SP500 and Sandisk got in"  
[X Link](https://x.com/Z06Z07/status/1995191639422464388)  2025-11-30T18:02Z 24.4K followers, [---] engagements


"Bitcoin $MSTR $SWC $MTPLF Why Im Bullish. Set a reminder for my upcoming Space EST https://x.com/i/spaces/1yNGaboOAwEJj https://x.com/i/spaces/1yNGaboOAwEJj"  
[X Link](https://x.com/Z06Z07/status/1960390560294035811)  2025-08-26T17:15Z 24.4K followers, [----] engagements


"I made @GladiatorMSTR buy me a Coke Zero last night. All good. $MSTR πŸš€@tadtweets @MSTRTrueNorth"  
[X Link](https://x.com/anyuser/status/1919880442565566779)  2025-05-06T22:22Z 24.4K followers, 30.9K engagements


"Its my first post here. I didnt know my friends were retarded therefore I must be retarded. Long $MSTR $MTPLF $SWC"  
[X Link](https://x.com/Z06Z07/status/1957137819627131233)  2025-08-17T17:49Z 24.4K followers, 36K engagements


"Its a trashy parking spot but free. At least my shirt matches"  
[X Link](https://x.com/Z06Z07/status/1968050512613535815)  2025-09-16T20:33Z 24.4K followers, 18.5K engagements


"@getderb @EricBalchunas $YBIT I would compare them. Chart is obvious"  
[X Link](https://x.com/Z06Z07/status/2015820569409941882)  2026-01-26T16:14Z 24.4K followers, [---] engagements


"@dotkrueger $YBIT fund allocation(Yieldmax). I would compare this against the new Blackrock Bitcoin option income fund"  
[X Link](https://x.com/Z06Z07/status/2015927295580700948)  2026-01-26T23:18Z 24.4K followers, [----] engagements

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

@Z06Z07 Avatar @Z06Z07 Grain of Salt

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

Engagements: [------] #

Engagements Line Chart

  • [--] Week [-------] +219%
  • [--] Month [---------] -77%
  • [--] Months [---------] +298%
  • [--] Year [----------] +107%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -71%
  • [--] Month [---] +297%
  • [--] Months [---] +148%
  • [--] Year [-----] +15%

Followers: [------] #

Followers Line Chart

  • [--] Week [------] +1.70%
  • [--] Month [------] +3.30%
  • [--] Months [------] +33%
  • [--] Year [------] +60%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies #784 finance 32.38% stocks 29.52% countries 1.9% social networks 0.95% technology brands 0.95% financial services 0.95%

Social topic influence bitcoin #446, $mstr #38, $strc #35, mstr #28, $strf 5.71%, $strk 5.71%, crypto #2166, ai 4.76%, debt #523, $stre 4.76%

Top accounts mentioned or mentioned by @strategy @dotkrueger @saylor @chrismmillas @danainhawaii @mstrtruenorth @britishhodl @operationdanish @smunro44 @altols @jamieminer9 @phongle @joecarlasare @michaelkantro @chcbearsfan @richlassitermd @decentral97 @hillerydan @vettevector @grok

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Strategy Incorporated (STRF) Strike (STRK) Stride (STRD) Metaplanet Inc. (MTPLF) Bitcoin Cash (BCH) HUBSPOT, INC. (HUBS) Grayscale BTC ETF (GBTC) The 99% Community (99)

Top Social Posts

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

"When does Bitcoin most likely hit $1M @dotkrueger @bensig @BritishHodl [--] years = 40% CAGR [--] Years = 30% CAGR [--] Years = 10% CAGR [--] Years = 20% CAGR [--] years = 40% CAGR [--] Years = 30% CAGR [--] Years = 10% CAGR [--] Years = 20% CAGR"
X Link 2026-02-12T06:26Z 24.4K followers, 12.9K engagements

"@hswinters13 Plug the table into AI and have it change it for Metaplanet"
X Link 2026-02-11T14:59Z 24.4K followers, [---] engagements

"@dotkrueger Bitcoin CAGR to hit $1M in years"
X Link 2026-02-11T17:53Z 24.4K followers, [----] engagements

"Bitcoin Yield is 12% in the models above. Bitcoin Held CAGR - Shares Outstanding CAGR= Bitcoin Yield. Bitcoin Yield is the net increase in Bitcoin per Share accounting for the increase in shares. 12% is the sweet spot and mathematically its really close to the 10% Strategy states. https://twitter.com/i/web/status/2021716235239796859 https://twitter.com/i/web/status/2021716235239796859"
X Link 2026-02-11T22:41Z 24.4K followers, [---] engagements

"I'm Live https://x.com/i/broadcasts/1djGXWVPNgNKZ https://x.com/i/broadcasts/1djGXWVPNgNKZ"
X Link 2026-02-12T03:03Z 24.4K followers, [----] engagements

"@RichLassiterMD @Decentral97 And they now have $2.25B in cash to make the rating agencies feel more confident to give the prefs a rating"
X Link 2026-02-12T04:26Z 24.4K followers, [--] engagements

"Here's the CAGR Table for reference"
X Link 2026-02-12T06:27Z 24.4K followers, [----] engagements

"Saylor is tired of answering the same questions. They have a real time dashboard lowest debt at 10% (and they will get it to zero over the next [---] years ) and is a publicly traded company. Please name a smart and thoughtful person that has almost 5M followers that also bought 500000+ Bitcoin over the past two years. https://twitter.com/i/web/status/2021976069101039919 https://twitter.com/i/web/status/2021976069101039919"
X Link 2026-02-12T15:53Z 24.4K followers, [----] engagements

"Im on $MSTR https://t.co/Yupuvj3H1I https://t.co/Yupuvj3H1I"
X Link 2026-02-06T16:31Z 24.4K followers, [----] engagements

"I reverse engineered your terminal value of Bitcoin at $9.4M πŸ˜€and getting to that price either assumes more than [--] years at 10% linear CAGR or a higher linear CAGR. Your BTC Yield at 50% 100% 150% are incredibly high compared to Strategy's guidance of 10% BPS leading to doubling the Bitcoin held to 2X in [--] years. I also expanded my model to [--] years at 10% BPS Yield (30% Bitcoin CAGR - 20% Share CAGR) Bitcoin growing at 10% year($308K at [--] year) and [--] year multiple growth at 1/3 historical at 4X leading to MSTR price of $6348. I would be happy to do a space with you."
X Link 2026-02-11T16:00Z 24.4K followers, [----] engagements

"@BabyHedgehog9 5% Price CAGR on Bitcoin and really low and BPS share 2X over [--] years leads to $MSTR price of $876 in [--] yeas. Because the price CAGR is so low Strategy would be able to acquire more Bitcoin"
X Link 2026-02-11T21:26Z 24.4K followers, [---] engagements

"@HollmerDavid @operationdanish $STRC"
X Link 2026-02-12T18:59Z 24.4K followers, [---] engagements

"@T8R_Techno 7.5% of 21M is 1.575M Bitcoin and achieved in year [----] or [----]. This is with the most conservative numbers BTC Held CAGR of 20% Shares Outstanding CAGR of 10% and a Bitcoin price CAGR of 10%. Price of Bitcoin is $174K in [----]. I don't see the flaw in my math"
X Link 2026-02-11T19:45Z 24.4K followers, [--] engagements

"What's the probability that Bitcoin drops to $8000 and STAYS there for FOUR YEARS @dotkrueger Under 1% - Tail Risk 1-25% - unlikely Over 50% - Likely 25- 50% - coin flip Under 1% - Tail Risk 1-25% - unlikely Over 50% - Likely 25- 50% - coin flip"
X Link 2026-02-12T19:08Z 24.4K followers, [----] engagements

"Yes I am bullish on the @Strategy prefs $STRC $STRE $STRF $STRK . I never thought I would be a bond trader and/or investor but you have to invest in the market you have and not the one you want. @TylerCompiler @saylor MSTR True North's Grain of Salt just flipped bullish on prefs. Here's the math that changed his mind 🧡 Full interview: https://t.co/WsIUpdfW7Y Mike Flaum (@Z06Z07) runs LogScale Investments & contributes analysis to True North. He went from "perpetual liability trap" to "this https://t.co/VaEvop4kKw MSTR True North's Grain of Salt just flipped bullish on prefs. Here's the math"
X Link 2025-11-20T04:48Z 24.2K followers, 15K engagements

"We would like to provide a response this @MSCI_Inc post. Please provide an email link. Thanks @PunterJeff @werkman @hillery_dan @saylor"
X Link 2025-11-25T00:55Z 24.2K followers, [----] engagements

"MSCI here is my response to the potential exclusion of Digital Asset Companies from your indexes. Please provide an email address so I can submit it formally. @MSCI_Inc"
X Link 2025-11-25T01:39Z 24.3K followers, 19.3K engagements

"Most people cant reason about perpetual capital @Strategy $STRC $STRK $STRF $STRD $STRE. If a financing structure includes [--] (no refinancing ever) or / infinity (no maturity) their entire mental model breaks. They dont model perpetuity they cant even comprehend it. Strategy did something clever: They built a [----] month PREF cash buffer. Not because perpetual capital needs itbut because giving the market a TERM value helps analysts who cant process [--] or feel grounded. The CASH buffer doesnt fix the math (which doesnt need fixing) it just helps legacy frameworks and people catch up."
X Link 2025-12-03T18:22Z 24.2K followers, 10.8K engagements

"When a retiree says Im house rich cash poor thats balance sheet vs. income statement. Watch the 2minute video for the explanation. @Saylor do you like my elevator explanation $MSTR vs. $STRC The age of a balance sheet powered by Bitcoin is the future. @MicroStrategy is exchanging today for the future and distributing to people with different time horizons. @Z06Z07 gets it. @MSTRTrueNorth https://t.co/hjW6fGqaB4 The age of a balance sheet powered by Bitcoin is the future. @MicroStrategy is exchanging today for the future and distributing to people with different time horizons. @Z06Z07 gets it."
X Link 2026-01-16T14:50Z 24.2K followers, [----] engagements

"We all saw the Dec [--] [----] @Strategy rocket slide. Almost nobody understood what it actually meant. That wasnt marketing. It was a balance sheet blueprint. Bitcoin. Cash. Digital credit. Three fuel tanks. One system. The structure isnt in doubt. Only the ratios are. Appreciate the blueprint @saylor $MSTR $STRC $STRK $STRF $STRD $STRE Full long-form analysis here https://t.co/fLsc1c4yLX https://t.co/fLsc1c4yLX"
X Link 2026-01-20T18:07Z 24.2K followers, 23.6K engagements

"It May Not Be What You Think [--] of [--] Why the real problem isnt monetary policy its political reality. Every budget is balanced. There is no such thing as an unbalanced federal budget. Youre http://x.com/i/article/2014013955862335488 http://x.com/i/article/2014013955862335488"
X Link 2026-01-21T18:31Z 24.3K followers, 20.7K engagements

"HubSpots @dharmesh take misses the legacy reality. Most enterprises arent greenfield theyre drowning in $510M/yr SaaS subscriptions. We OUTSOURCED labor for decades. AI enables the reverse: INSOURCING. When 9095% of the functionality at 10% of the cost via startups or internal builds is understood the incumbent vendors are in trouble. @SpecialSitsNews Interesting tweet from @dharmesh the CTO of $HUBS https://t.co/LEniyx7lek Interesting tweet from @dharmesh the CTO of $HUBS https://t.co/LEniyx7lek"
X Link 2026-01-21T21:48Z 24K followers, [----] engagements

"LOL. It appears that- Dont like Balance sheet companies Dont get how FASB on Bitcoin works Dont get that CAMT does not happen on positive EPS when Bitcoin is NOT sold but the company shows positive EPS. Prefer income statement companies Choose to like tax deferring events like long term cap gains vs (ROC) Everyone have a great weekend. https://twitter.com/i/web/status/2014828687192207539 https://twitter.com/i/web/status/2014828687192207539"
X Link 2026-01-23T22:32Z 24.2K followers, [----] engagements

"@Tank_Hankerous If everything is corrupted then that includes Bitcoin. If you never sell your bitcoin then why accumulate it What benefit is having something you never use"
X Link 2026-01-28T01:49Z 24.2K followers, [----] engagements

"The failure wasnt settlement mechanics. The failure was Robinhoods choice to impose a blanket buy halt instead of targeted risk-appropriate restrictions you were fully authorized to implement. @RobinhoodApp could have allowed cash-only purchases prohibited margin and restricted same-day round trips using existing firm-level controls. No regulatory approval required. Brokers adjust these rules constantly. That would have materially reduced your exposure without locking retail out of the market. Instead you chose the most extreme option halting buys entirely to protect your own balance sheet"
X Link 2026-01-28T15:32Z 24.1K followers, 14.8K engagements

"I was doing a surgical analysis of the mechanics of [--] aces. He conceded all my points. He has a literal gold mine doesnt trust the local Guyana currency cant use Bitcoin because he lives in a country that made it illegal for commerce (the exact reason why Bitcoin was invented non-sovereign) and is unicorn. It is highly unlikely that anyone else has a gold mine lives in Africa and joins a US based X space therefore his story is interesting but not applicable to anyone. Jamie I am not arguing with people Im able to ask questions to show the flaws in their arguments and dogma. I do not need to"
X Link 2026-01-28T15:53Z 24.1K followers, [--] engagements

"What people dont get about $MSTR isnt hype. Its accounting and IRS. Under the [----] FASB fair value rules $MSTR and all US Bitcoin Treasury companies marks its Bitcoin to market every quarter. If Bitcoin is up quarter-over-quarter @Strategy can report positive GAAP EPS. If Bitcoin is down it reports negative GAAP EPS. That EPS is real under GAAP. But its unrealized. Because its unrealized it: does not generate cash does not flow to buybacks does not get paid out as dividends It sits in retained earnings. At the same time under IRS rules that unrealized gain is not taxable. Thats the CAMT"
X Link 2026-01-30T23:06Z 24.1K followers, 15.8K engagements

"Latest Chart on $MSTR @Strategy Shares per $1M Bitcoin Shares per $1M Market Cap Bitcoin Per share"
X Link 2026-02-05T03:42Z 24.1K followers, [----] engagements

"@dotkrueger Each Bitcoin Treasury company has two MNAV metrics. MNAV Based on Enterprise Vale (includes all debt and operating company). MNAV based on market cap shares X $. @btcjvs @jamieMiner9 @dotkrueger"
X Link 2026-02-05T21:34Z 24.2K followers, [----] engagements

"IMHO This time stamp for @saylor is one of the best parts for $MSTR and $STRC for @Strategy earnings call"
X Link 2026-02-05T23:11Z 24.4K followers, 11.2K engagements

"Quick review of $MSTR @Strategy $STRC @MSTRTrueNorth Set a reminder for my upcoming Space https://x.com/i/spaces/1ZkKzZRAWRwKv https://x.com/i/spaces/1ZkKzZRAWRwKv"
X Link 2026-02-06T00:28Z 24.4K followers, 17K engagements

"I know why @Strategy picked [--] years for slides [--] [--] [--]. I'll explain it at the 7:15 PM market on my space. @Saylor has referenced this math before in relationship to gold on the @jordanbpeterson interview. Quick review of $MSTR @Strategy $STRC @MSTRTrueNorth Set a reminder for my upcoming Space https://t.co/iMf5c4a2E6 Quick review of $MSTR @Strategy $STRC @MSTRTrueNorth Set a reminder for my upcoming Space https://t.co/iMf5c4a2E6"
X Link 2026-02-06T02:31Z 24.2K followers, 13.7K engagements

"On 3/27/2024 Strategy hit $2000 a share and then at Strategy World '24 had dropped to $1010 50% retracement by 5/1/2024 (this was pre 10:1 split). I was there with @ryQuant @VetteVector and met @saylor and @phongle for the first time. We were bummed that they did not implement FASB (early) and CAMT was a concern. FASB was implemented and CAMT is not a problem. I could not predict what unfolded from Aug [----] to November '24. I'm still bullish and I'll be at Strategy World '26 in a couple of weeks. All the people bummed about MSTR stock now we were in the same boat on May [--] at $1010 and it"
X Link 2026-02-06T02:34Z 24.2K followers, [----] engagements

"In crypto winter of [----] I was super bummed but I knew I was right. Patience. I commissioned the gif in [----]. When you look at price movement on log scale it changes how you look at Bitcoin price action. The [----] linear scale spike is still visible and the [----] and [----] spikes are only visible on log scale. @dotkrueger @StarfuryFlames THANKS for making my vision of comparing Linear + Log Scale of #Bitcoin simultaneously a reality. πŸ˜ƒπŸ‘πŸ™ Let's make this linear peak into a nub like the other ones @ChartsBtc @danheld $GBTC https://t.co/6ErMZWR6Wk @StarfuryFlames THANKS for making my vision of"
X Link 2026-02-06T02:45Z 24.2K followers, [----] engagements

"Heres a great analysis on 10/10/2025 l adding to lower price on Bitcoin. What is happening in crypto Since October 10th crypto markets are now down -50% erasing $2.2 TRILLION worth of market cap. Bitcoin has officially erased ALL of its post-election rally now down -10% since Trump's election. Why is it crashing Let us explain. (a thread) https://t.co/h8ekQdhWSG What is happening in crypto Since October 10th crypto markets are now down -50% erasing $2.2 TRILLION worth of market cap. Bitcoin has officially erased ALL of its post-election rally now down -10% since Trump's election. Why is it"
X Link 2026-02-06T03:44Z 24.2K followers, [----] engagements

"Bitcoin accumulation per quarter Bitcoin per Share and BTC Yield for going forward. @BTCBULLRIDER"
X Link 2026-02-06T04:41Z 24.2K followers, [----] engagements

"The [--] year reference is rounded down from [---] Years and 10% BTC Yield = [--] . This is based on the Rule of [--]. I know why @Strategy picked [--] years for slides [--] [--] [--]. I'll explain it at the 7:15 PM market on my space. @Saylor has referenced this math before in relationship to gold on the @jordanbpeterson interview. https://t.co/y4J3WGcexp I know why @Strategy picked [--] years for slides [--] [--] [--]. I'll explain it at the 7:15 PM market on my space. @Saylor has referenced this math before in relationship to gold on the @jordanbpeterson interview. https://t.co/y4J3WGcexp"
X Link 2026-02-06T06:07Z 24.2K followers, [----] engagements

"Moderately bullish. IF Bitcoin is above $75K next week then price leads narrative"
X Link 2026-02-06T16:41Z 24.2K followers, [----] engagements

"@phongle @CNBC @Strategy Great interview and Q4 earnings call"
X Link 2026-02-07T02:46Z 24.2K followers, [---] engagements

"@ross30211931 @Danainhawaii @grok @SwanDesk @River @hillery_dan Ross if you are looking at daily prices in isolation you are missing the point. On the daily chart the 50DMA is $98.77. 4H chart the 50MA is $99.24 and $98.44 on 200MA. STRC has a target price range of $99-$101 with a VWAP determining dividend reset"
X Link 2026-02-08T05:07Z 24.2K followers, [--] engagements

"Over / Under on @Strategy @saylor Bitcoin buy announcement tomorrow. $MSTR $STRC Under $1B Over $1B Under $1B Over $1B"
X Link 2026-02-09T01:56Z 24.4K followers, [----] engagements

"@KobeissiLetter This is the new Yen carry trade. Borrow from Tether holders at 0% and get 4% from the US"
X Link 2026-02-09T15:57Z 24.4K followers, [----] engagements

"@ISPInc2 @dotkrueger Then dont invest on those exchanges. Prices are set on multiple exchanges"
X Link 2026-02-10T00:23Z 24.4K followers, [--] engagements

"Does Bitcoin retake ATH in [----] @dotkrueger @JoeCarlasare @MichaelKantro Yes No Yes No"
X Link 2026-02-10T01:58Z 24.4K followers, [----] engagements

"A really nice summer is winter in San Francisco. Embarcadero looking at the Ferry Building"
X Link 2026-02-10T03:29Z 24.4K followers, [----] engagements

"@D12Alpha @BTCGUS21 @Strategy Boyle created an index fund which is diversified by definition. Strategy is concentrated on [--] asset Bitcoin. The volatility is massively different and works in both directions"
X Link 2026-02-10T16:19Z 24.4K followers, [--] engagements

"RT @Z06Z07: Does Bitcoin retake ATH in [----] @dotkrueger @JoeCarlasare @MichaelKantro Yes No Yes No"
X Link 2026-02-11T03:14Z 24.4K followers, [--] engagements

"RT @Z06Z07: Does $MSTR retake ATH in [----] @Strategy Yes No Yes No"
X Link 2026-02-11T03:14Z 24.4K followers, [--] engagements

"RT @Z06Z07: @ChrisMMillas I reverse engineered your terminal value of Bitcoin at $9.4M πŸ˜€and getting to that price either assumes more than"
X Link 2026-02-11T16:00Z 24.4K followers, [--] engagements

"@smunro44 It is not. It is new a calculation. mNAV = (Share price Shares) (BTC held BTC price) Economic Value of BTC Value pe Share - BTC value per share today BTC value per share in [----] = (BTC per share BTC price) relative to the [----] baseline"
X Link 2026-02-11T16:09Z 24.4K followers, [--] engagements

"@ChrisMMillas @altols Chris Please post your table. Having to reverse engineer you terminal values is difficult"
X Link 2026-02-11T16:20Z 24.4K followers, [---] engagements

"@ChrisMMillas @altols That why I used the term Linear CAGR. 10% CAGR for the term is stays the same. So 30% over [--] years then [--] % over [--] years then 10% over [--] years would be an example of diminishing returns. For Bitcoin CAGR is diminishing over time. https://x.com/Z06Z07/status/2019547527763358166s=20 @jamieMiner9 @dotkrueger @nickgiva1 @GrantCardone @GaryCardone @BitByBitBullish @jprice614 This is a [--] year CAGR table for Bitcoin. Currently the [--] year CAGR for Bitcoin is 24.72% over the past [--] calendar years. Jamie you showed a spot price chart. https://t.co/QyLnV9CveQ"
X Link 2026-02-11T16:33Z 24.4K followers, [---] engagements

"@ChrisMMillas @altols 2M bitcoin and low growth rates are possible"
X Link 2026-02-11T18:16Z 24.4K followers, [---] engagements

"RT @Z06Z07: When does Bitcoin most likely hit $1M @dotkrueger @bensig @BritishHodl [--] years = 40% CAGR [--] Years = 30% CAGR [--] Years = 10% CAGR [--] Years = 20% CAGR [--] years = 40% CAGR [--] Years = 30% CAGR [--] Years = 10% CAGR [--] Years = 20% CAGR"
X Link 2026-02-12T06:27Z 24.4K followers, [--] engagements

"https://x.com/i/spaces/1ZkKzZRAWRwKv https://x.com/i/spaces/1ZkKzZRAWRwKv"
X Link 2026-02-06T02:59Z 24.4K followers, 16.5K engagements

"Does $MSTR retake ATH in [----] @Strategy Yes No Yes No"
X Link 2026-02-10T01:59Z 24.4K followers, [----] engagements

"@altols @ChrisMMillas See row [--]. BTC held doubles in [--] years just like Strategy guided Bitcoin is at $231K and MSTR is at $2K. My numbers are conservative"
X Link 2026-02-11T16:24Z 24.4K followers, [---] engagements

"RT @BTCGUS21: Why is @Strategy's strategy still dismissed and ridiculed by Wall Street Heres a historical parallel that explains why Wal"
X Link 2026-02-10T15:15Z 24.4K followers, [--] engagements

"RT @Z06Z07: Is the U.S. economy currently in a Goldilocks phase (steady growth low inflation strong jobs neutral rates) @dotkrueger @ Yes - True Goldilocks Close - But soon No - Recession soon No - Inflationary Yes - True Goldilocks Close - But soon No - Recession soon No - Inflationary"
X Link 2026-02-10T16:44Z 24.4K followers, [--] engagements

"So far a true bell curve"
X Link 2026-02-10T16:45Z 24.4K followers, [----] engagements

"@DavidJPete @dotkrueger @JoeCarlasare @MichaelKantro Then vote no. However if jobs are declining then the Fed has incentive to cut rates. These questions force a person into being net positive or negative"
X Link 2026-02-10T17:36Z 24.4K followers, [--] engagements

"RT @Z06Z07: @BritishHodl By my calculations $MSTR would be at $6800 at MNAV of [---] and $12K at [----] MNAV which is Strategy guidance. You d"
X Link 2026-02-11T22:50Z 24.4K followers, [--] engagements

"RT @Z06Z07: @Decentral97 Great Question A human brain would say it would be more difficult to acquire more Bitcoins because Law of Big"
X Link 2026-02-12T00:18Z 24.4K followers, [--] engagements

"@operationdanish @LizzieLizbc Strategy weathered the 2022-'23 Crypto Winter Equity is not debt and they have 10% debt and $2.25B in cash for [--] months of dividend payments. Banks use fractional reserver banking. How is that a applicable comparison"
X Link 2026-02-12T15:57Z 24.4K followers, [---] engagements

"@Coopblake89 @phongle @Strategy I don't think dilution means what you think it means"
X Link 2026-02-12T19:14Z 24.4K followers, [--] engagements

"Agreed. It sounds counterintuitive that you can have ATHs during a crypto winter but the ATHs were weak and drops strong. Its possible that [----] can be a repeat of 2024; solid base new Fed chair no (FTX Celsius BlockFi Terra Luna) election budget more debt (debasement trade) Clarity and election. Im still Bullish. https://twitter.com/i/web/status/2018711205632938029 https://twitter.com/i/web/status/2018711205632938029"
X Link 2026-02-03T15:40Z 24.4K followers, [----] engagements

"PTJ is correct about fiscal and monetary policy but leaves out $38T+ of US Debt. With the rate cutting hes expecting and I agree with we have not seen a setup like this before. Asset prices could rocket higher. Bitcoin Mag7 AI Gold. @ptj_official @andrewrsorkin Billionaire Paul Tudor Jones said If anything markets now are so much more potentially explosive than [----]. Id want to have positions in Bitcoin and crypto. https://t.co/FtF7TNPOnZ Billionaire Paul Tudor Jones said If anything markets now are so much more potentially explosive than [----]. Id want to have positions in Bitcoin and crypto."
X Link 2026-02-08T01:01Z 24.4K followers, 22.7K engagements

"@RichLassiterMD Strategy said they target 2X or a 100% increase in PS. Your calculation maxes out at 30%. You also do the calculation as one lump sum I do it as CAGR. πŸ‘"
X Link 2026-02-12T00:11Z 24.4K followers, [---] engagements

"RT @MSTRTrueNorth: Weathering The Storm True North Podcast Ep. [--] https://x.com/i/broadcasts/1djGXWVPNgNKZ https://x.com/i/broadcasts/1djGXWVPNgNKZ"
X Link 2026-02-12T03:43Z 24.4K followers, [--] engagements

"Shares per Bitcoin is easier to understand than Bitcoin per share(effectively the same metric). @saylor please add this metric to your dashboard it clearly shows your capital efficiency of $MSTR"
X Link 2026-01-02T15:38Z 24.4K followers, 4.8M engagements

"Is the U.S. economy currently in a Goldilocks phase (steady growth low inflation strong jobs neutral rates) @dotkrueger @JoeCarlasare @MichaelKantro Yes - True Goldilocks Close - But soon No - Recession soon No - Inflationary Yes - True Goldilocks Close - But soon No - Recession soon No - Inflationary"
X Link 2026-02-10T16:27Z 24.4K followers, [----] engagements

"That might actually be the low scenario. Over the last five years Strategys stock didnt just track Bitcoin. It amplified the economic value of Bitcoin per share. So instead of arguing about http://x.com/i/article/2021472202743287808 http://x.com/i/article/2021472202743287808"
X Link 2026-02-11T07:32Z 24.4K followers, 120.5K engagements

"Did you think at the end of [----] that Strategy would acquire [------] Bitcoins in two years I didnt. I built a conservative BTC-per-share model to see what the $MSTR stock price could look like in [----]. MSTR stock price Result: Low: $2500 Medium: $5700 High: $11000 $4000 might be the low anchor. The full model assumptions and tables are in the article below. @saylor @Strategy @phongle @CJ_Bitcoin @PunterJeff @hillery_dan https://t.co/hnrFYfaK1r https://t.co/hnrFYfaK1r"
X Link 2026-02-11T07:34Z 24.4K followers, 88.2K engagements

"Load my table into and AI and lets discuss your results. Did you think at the end of [----] that Strategy would acquire [------] Bitcoins in two years I didnt. I built a conservative BTC-per-share model to see what the $MSTR stock price could look like in [----]. MSTR stock price Result: Low: $2500 Medium: $5700 High: $11000 Did you think at the end of [----] that Strategy would acquire [------] Bitcoins in two years I didnt. I built a conservative BTC-per-share model to see what the $MSTR stock price could look like in [----]. MSTR stock price Result: Low: $2500 Medium: $5700 High: $11000"
X Link 2026-02-11T07:36Z 24.4K followers, [----] engagements

"Here is the [--] year projection to match the @Strategy slide"
X Link 2026-02-11T17:29Z 24.4K followers, [----] engagements

"@dotkrueger Complete Analysis on $MSTR Bitcoin"
X Link 2026-02-11T17:55Z 24.4K followers, [---] engagements

"@BritishHodl By my calculations $MSTR would be at $6800 at MNAV of [---] and $12K at [----] MNAV which is Strategy guidance. You do need a Bitcoin CAGR of 25% which is fair. BPS would 3X which is reasonable"
X Link 2026-02-11T20:47Z 24.4K followers, [----] engagements

"@dmweisberger WTF"
X Link 2026-02-11T21:13Z 24.4K followers, [---] engagements

"Assume that Strategy has 1M Bitcoin if it drops to $8k. The new entrant would then need $8B to buy 1M coins. Do you think that they could just market or OTC buy the 1M coins without slippage Why would they all of a sudden have conviction in Bitcoin if it suffered a 90% drawdown https://twitter.com/i/web/status/2021736294314062306 https://twitter.com/i/web/status/2021736294314062306"
X Link 2026-02-12T00:01Z 24.4K followers, [----] engagements

"Great Question A human brain would say it would be more difficult to acquire more Bitcoins because Law of Big Numbers typically diminishing returns sets in AND Bitcoin price is much higher. However Strategy acquired 500K Bitcoin in two years'24-'25 (200K Bitcoin in Q4 [----] alone) which was more than the previous [--] years combined. Past history shows that suprises can happen. https://twitter.com/i/web/status/2021740595178615256 https://twitter.com/i/web/status/2021740595178615256"
X Link 2026-02-12T00:18Z 24.4K followers, [----] engagements

"Real world is better than any simulation. I own a; made up non sovereign currency that is scarce and the total supply is known. Companies are using it as collateral to issue; equity credit and pay a yield (monthly and quarterly) in a regulated SEC wrapper. People that don't get it are in the simulation. Bitcoin @Strategy $MSTR $STRF $STRC $STRK $STRD $STRE https://twitter.com/i/web/status/2021768511924953195 https://twitter.com/i/web/status/2021768511924953195"
X Link 2026-02-12T02:09Z 24.4K followers, [----] engagements

"@TheWealthDr @operationdanish I have spoken with him on a space. He just doesn't get Saylor and Strategy"
X Link 2026-02-12T17:18Z 24.4K followers, [---] engagements

"Banks are not loaning Strategy money. You keep getting that wrong. Strategy sells Equity via ATM. All investments are judged on past performance future performance can not be guaranteed. Anyone could have made the same statement about Strategy after 2022-2023 Crypto Winter. Then Strategy added 500000+ Bitcoin to their balance sheet in '24-'25. I'll invest in the company with 700K+ Bitcoins and 10% leverage going to 0% leverage in [---] years. BTW All medicines and surgical procedures are based on past performance. https://twitter.com/i/web/status/2022021490229854388"
X Link 2026-02-12T18:54Z 24.4K followers, [----] engagements

"What's the probability that AI will affect your career Don't care Negative Don't know Postive Don't care Negative Don't know Postive"
X Link 2026-02-12T19:22Z 24.4K followers, [----] engagements

"@Danainhawaii If the robot is $48K so you finance it at $500 amonth for [--] months that's would be really expensive. The billionaires always leave OUT the price of the robot"
X Link 2026-02-12T19:29Z 24.4K followers, [--] engagements

"@Danainhawaii Then you have done the analysis The only catch is the price of the robot"
X Link 2026-02-12T19:38Z 24.4K followers, [--] engagements

"@top_sach Unlikely"
X Link 2026-02-12T22:29Z 24.4K followers, [---] engagements

"@Groundwork_HQ @mikewmunz Bitcoin"
X Link 2026-02-13T00:05Z 24.4K followers, [---] engagements

"I recommend that you study the historical part of the chart and take that into context. Strategy acquired 500k Bitcoin in [--] years '24-'25 which was double the previous [--] years while almost doubling the BPS in that two years. Doing a 74% in BPS from end of '23-'24 and now being concerned about 2% dip to acquire $2.25B in cash to get a credit credit rating seems to be short sighted. https://twitter.com/i/web/status/2022118481056215486 https://twitter.com/i/web/status/2022118481056215486"
X Link 2026-02-13T01:19Z 24.4K followers, [--] engagements

"Its hard for people to update a belief. Im not here to argue. Im not here to persuade. If youre open-minded Im open-minded. Im willing to change my mind if youre willing to change yours. If youre not thats fine. You dont need my permission to believe anything. But I wont debate or engage with you. I care about whats true not whats comforting. Structure not narrative. Cause and effect and accountability for actions. You choose your beliefs. I choose where I spend my time https://twitter.com/i/web/status/2014749031709475166 https://twitter.com/i/web/status/2014749031709475166"
X Link 2026-01-23T17:16Z 23.9K followers, 20.3K engagements

"This is what monetary infrastructure looks like when built on Bitcoin. [--] of [--] Central banks are not inherently broken. They are not inherently evil. For much of U.S. history they worked. From the http://x.com/i/article/2014109633506582528 http://x.com/i/article/2014109633506582528"
X Link 2026-01-26T09:42Z 23.9K followers, 36K engagements

"If you think @Strategy is just a leveraged Bitcoin proxy youre missing what @saylor is actually building. This isnt about accumulation. Its about architecting the future. $MSTR $STRC CASH $STRK $STRF $STRD $STRE https://t.co/6QA22UHDpp https://t.co/6QA22UHDpp"
X Link 2026-01-26T14:07Z 24K followers, 20.1K engagements

"Norway vs. @Strategy: Norways real innovation wasnt oil. It was converting a depleting commodity into a permanent compounding machine via the Government Pension Fund Global and legally handcuffing politicians to a 3% spend rate. The crossover already happened. In recent years the funds annual market returns have exceeded Norways net oil & gas cash flow. At this point markets oil. Oil just lit the fuse. What Norway actually owns now: 1.5% of global public equities. Apple Microsoft Amazon thousands more. Buy almost anything a few basis points flow back to Norway. Oil is no longer the engine."
X Link 2026-01-30T17:57Z 23.9K followers, [----] engagements

"I just think its better to have ideas. You can change an idea. Changing a belief is trickier. Movie - Dogma Rufus [----] Bitcoin culture is built around a small set of repeating beliefs. Theyre stated as truths repeated often and rarely examined together. On their own each sounds reasonable. Taken as a system they collapse. Maxim 1: Never sell your Bitcoin If Bitcoin is never exchanged it has no economic use while youre alive. A store of value that never moves does not support an economy. It becomes something you die holding not something you live with. Maxim 2: Banks and counterparties are"
X Link 2026-01-30T20:22Z 23.9K followers, 16.1K engagements

"Bitcoin doesnt eliminate banks. It eliminates pretending you dont need credit. If you never sell never borrow and never trust a counterparty you dont get freedom. You get delayed life delayed ownership and inherited wealth instead of lived utility. This isnt a moral critique. Its a structural one. πŸ‘‡ Bitcoin Maxims and Why They Are Broken https://t.co/9sCvEg7K45 https://t.co/9sCvEg7K45"
X Link 2026-01-30T20:25Z 23.9K followers, 10.7K engagements

"@PlumbNick Basically she should be rich enough that her identity is not tied to her job or Amazon. Thats sovereignty and agency"
X Link 2026-01-31T16:36Z 23.9K followers, [----] engagements

"@nithusezni Agreed. But the Fed did not cause it Congress and President. By the way Congress can operate with surplus (profit) or deficit (Loss) but due the US $ being the world reserve currency since Bretton Woods (1944) allowed Congress to operate with deficits"
X Link 2026-02-02T16:59Z 23.9K followers, [---] engagements

"@Guy_026 @Strategy @saylor $STRC will not be effectively lowered in price. The other prefs $STRK $STRD $STRF have having floating prices and fixed dividend % $STRK $90 IPO was a onetime event"
X Link 2026-01-16T15:10Z 24.3K followers, [---] engagements

"@PatriotWife72 @saylor @Strategy Strategy was passed over for SP500 and Sandisk got in"
X Link 2025-11-30T18:02Z 24.4K followers, [---] engagements

"Bitcoin $MSTR $SWC $MTPLF Why Im Bullish. Set a reminder for my upcoming Space EST https://x.com/i/spaces/1yNGaboOAwEJj https://x.com/i/spaces/1yNGaboOAwEJj"
X Link 2025-08-26T17:15Z 24.4K followers, [----] engagements

"I made @GladiatorMSTR buy me a Coke Zero last night. All good. $MSTR πŸš€@tadtweets @MSTRTrueNorth"
X Link 2025-05-06T22:22Z 24.4K followers, 30.9K engagements

"Its my first post here. I didnt know my friends were retarded therefore I must be retarded. Long $MSTR $MTPLF $SWC"
X Link 2025-08-17T17:49Z 24.4K followers, 36K engagements

"Its a trashy parking spot but free. At least my shirt matches"
X Link 2025-09-16T20:33Z 24.4K followers, 18.5K engagements

"@getderb @EricBalchunas $YBIT I would compare them. Chart is obvious"
X Link 2026-01-26T16:14Z 24.4K followers, [---] engagements

"@dotkrueger $YBIT fund allocation(Yieldmax). I would compare this against the new Blackrock Bitcoin option income fund"
X Link 2026-01-26T23:18Z 24.4K followers, [----] engagements

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