[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Z06Z07 Grain of Salt Grain of Salt posts on X about bitcoin, $strf, $strk, $strd the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::735519097/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX +765% ### Mentions: XX [#](/creator/twitter::735519097/posts_active)  - X Week XX -XX% - X Month XXX +3% - X Months XXX -XX% - X Year XXXXX +107% ### Followers: XXXXXX [#](/creator/twitter::735519097/followers)  - X Week XXXXXX +0.30% - X Month XXXXXX +2.50% - X Months XXXXXX +23% - X Year XXXXXX +303% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::735519097/influencer_rank)  ### Social Influence [#](/creator/twitter::735519097/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXX% [stocks](/list/stocks) XXXX% [automotive brands](/list/automotive-brands) XXXX% [finance](/list/finance) XXXX% **Social topic influence** [bitcoin](/topic/bitcoin) 3.37%, [$strf](/topic/$strf) #15, [$strk](/topic/$strk) #69, [$strd](/topic/$strd) #24, [$strc](/topic/$strc) #36, [strc](/topic/strc) #20, [cagr](/topic/cagr) #46, [fiat](/topic/fiat) #952, [$mstr](/topic/$mstr) #355, [saylor](/topic/saylor) #156 **Top accounts mentioned or mentioned by** [@joshmandell6](/creator/undefined) [@hillerydan](/creator/undefined) [@timkotzman](/creator/undefined) [@punterjeff](/creator/undefined) [@mstrtruenorth](/creator/undefined) [@tadtweets](/creator/undefined) [@vettevector](/creator/undefined) [@stellareconomy](/creator/undefined) [@saylor](/creator/undefined) [@strategy](/creator/undefined) [@jberneburg](/creator/undefined) [@benwerkman](/creator/undefined) [@ryquant](/creator/undefined) [@actuallyclimber](/creator/undefined) [@roaringragnar](/creator/undefined) [@ourgoodlifeuk](/creator/undefined) [@danieldrunion](/creator/undefined) [@realtrollstein](/creator/undefined) [@kafka7invest](/creator/undefined) [@dotkrueger](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [Strategy (MSTR)](/topic/$mstr) [IREN Limited (IREN)](/topic/$iren) [iShares BTC Trust (IBIT)](/topic/$ibit) [Bitfarms Ltd. (BITF)](/topic/$bitf) [GameStop, Corp. (GME)](/topic/$gme) [Solana (SOL)](/topic/solana) [Grayscale Ethereum Trust (ETHE)](/topic/$ethe) [Ethereum (ETH)](/topic/ethereum) ### Top Social Posts [#](/creator/twitter::735519097/posts) --- Top posts by engagements in the last XX hours "People say fiat is a melting ice cube. Wrong. Fiat units stay constant its the buying power fiat currency that melts. Same with $MSTR prefs ( $STRF $STRC $STRK $STRD). The common belief: higher in the capital stack = safer claim in bankruptcy. But bankruptcy isnt the risk case. If I thought MSTR was heading for bankruptcy I wouldnt own a single share" [X Link](https://x.com/Z06Z07/status/1972620666609258829) [@Z06Z07](/creator/x/Z06Z07) 2025-09-29T11:13Z 20.4K followers, 8102 engagements "Bitcoin treasury companies run on two fuels: Commons = gasoline poured on the fire betting a supply shock drives BTC & mNAV higher. Prefs ( $STRF $STRC $STRK $STRD) = grease skim steady fiat coupons while the engine runs funded by selling more common. Gasoline makes it explode. Grease keeps it moving" [X Link](https://x.com/Z06Z07/status/1972623398216823048) [@Z06Z07](/creator/x/Z06Z07) 2025-09-29T11:24Z 20.4K followers, 6174 engagements "This get complex with $STRF vs $MSTR @JoshMandell6 @dgt10011 @hillery_dan STRF is not just a perpetual upside siphon its also a forced taxable liability. X. STRFs Forced Tax Hit Mechanics: STRF distributions are classified as Return of Capital (RoC) under NIMBUS. While held no tax (basis adjusted downward). Upon sale gains taxed as ordinary income (not long-term capital gains). This is a forced realization event in the future with higher effective tax rates. Implication: STRF holders cant defer indefinitely; they face ordinary income treatment which can easily be 3740% in the U.S. (vs. 20%" [X Link](https://x.com/Z06Z07/status/1973579820240978322) [@Z06Z07](/creator/x/Z06Z07) 2025-10-02T02:44Z 20.4K followers, 14.3K engagements "Strategy now holds 640K BTC. If 140K BTC were segregated to stand behind the preferreds $STRF / $STRC / $STRK / $STRD instead of one commingled base of Bitcoin it would clarify the claims across the capital stack. @saylor can still use the Common stock ATM to fund PREF couponsbut with separate tranches that dilution is partially limited to the PREF obligation not the entire Bitcoin treasury. Result: Clear capital-stack hierarchy $MSTR Commons 500K+ BTC becomes unencumbered Torque & volatility to $MSTR restored Transparent lawful structure under Delaware framework Segregate the tranches. Free" [X Link](https://x.com/Z06Z07/status/1975005869978108290) [@Z06Z07](/creator/x/Z06Z07) 2025-10-06T01:11Z 20.4K followers, 22.4K engagements "I went shopping on the dip for near dated XX% to XX% OTM Calls looking for full Gamma ITM. $IBIT $IREN @mikealfred @JoshMandell6 @hillery_dan @RealTrollstein @ActuallyClimber @RoaringRagnar @Gladiator21M" [X Link](https://x.com/Z06Z07/status/1975608520411418693) [@Z06Z07](/creator/x/Z06Z07) 2025-10-07T17:05Z 20.4K followers, 23.9K engagements "My $IREN shares are loaned out (hypothecated) in my account. That means there is not enough shares for shorting interest rate is less than X% which is really low. Also $BITF has a very small option chain and insane implied vol. @mikealfred NFA" [X Link](https://x.com/Z06Z07/status/1978173200375652752) [@Z06Z07](/creator/x/Z06Z07) 2025-10-14T18:56Z 20.4K followers, 18.4K engagements "The Bitcoin conundrum: Highest CAGR came when issuance was most inflationary. XX% of supply mined in the first X years and thats when price did 100k% Each halving slows supply but adoption keeps outrunning dilution at slower rate. @dotkrueger @TheRealPlanC @ChartsBtc" [X Link](https://x.com/Z06Z07/status/1978846719409315934) [@Z06Z07](/creator/x/Z06Z07) 2025-10-16T15:33Z 20.4K followers, 4108 engagements "@TimKotzman @_ChaitanyaJ @gerovich @BenWerkman @hillery_dan @pete_rizzo_ @samcallah @LeboBTC @meanwhilelife Looking forward to presenting. New content direction and vision. Bitcoin AI Power" [X Link](https://x.com/Z06Z07/status/1978555466012631525) [@Z06Z07](/creator/x/Z06Z07) 2025-10-15T20:15Z 20.4K followers, 1820 engagements "@TheRealPlanC Extrapolating with a realistic CAGR of XX% from the current median price point of $110000 the projected median Bitcoin price X year: $143000 X years: $185900 X years: $241670 X years: $314171 X years: $408422" [X Link](https://x.com/Z06Z07/status/1978822274993025472) [@Z06Z07](/creator/x/Z06Z07) 2025-10-16T13:56Z 20.4K followers, XXX engagements "MSTR has already saturated the market through ATMs. What matters now is how the capital structure evolves. From here I see X plausible scenarios: 1.Equilibrium mNAV pinned near XXXX. MSTR trades as a BTC proxy STRF earns yield + optionality. mNAV drifts to XXX. Common equity trades like a liability STRF surges as senior equity. 3.Premium BTC rally pushes mNAV XXX. Common captures upside reflexively STRF steady with fixed coupons. 4.Stress BTC drawdown liquidation price rises shorts pile in. Common gaps toward NAV STRF reprices like distressed debt. Are we having fun yet" [X Link](https://x.com/Z06Z07/status/1972614075835093423) [@Z06Z07](/creator/x/Z06Z07) 2025-09-29T10:46Z 20.4K followers, 2077 engagements "@Michael36X @Strategy Goal is to increase shareholder value and raise volatility. With current float that probably is not possible with just SP500 inclusion" [X Link](https://x.com/Z06Z07/status/1973451033524498743) [@Z06Z07](/creator/x/Z06Z07) 2025-10-01T18:12Z 20.4K followers, XXX engagements "10% to XX% OTM calls these are XX% OTM. For full gamma you want XX% OTM to XX% ITM. Same with 20%. Look at strike price on bottom. Full Gamma in this scenario is XX% OTM and XX% ITM. Once above XX% ITM the position becomes a synthetic long but still prints a bit better than spot. NFA. Im a lot more conservative this cycle learned from the last" [X Link](https://x.com/Z06Z07/status/1977832335199666422) [@Z06Z07](/creator/x/Z06Z07) 2025-10-13T20:22Z 20.4K followers, 12.6K engagements "@matty_ice_BTC @mikealfred Nope. It did happen with $GME and $ETHE Grayscale's Ethereum Trust and $GSOL" [X Link](https://x.com/Z06Z07/status/1978182954426704232) [@Z06Z07](/creator/x/Z06Z07) 2025-10-14T19:35Z 20.4K followers, XXX engagements "Bitcoin CAGR @dotkrueger @TheRealPlanC @ChartsBtc" [X Link](https://x.com/Z06Z07/status/1978835234499027031) [@Z06Z07](/creator/x/Z06Z07) 2025-10-16T14:47Z 20.4K followers, 2048 engagements "Ill model Bitcoin at XX% CAGR going forward. If it runs at XX% in X year and X% the next its 15%. If it runs higher great" [X Link](https://x.com/Z06Z07/status/1978874959192821999) [@Z06Z07](/creator/x/Z06Z07) 2025-10-16T17:25Z 20.4K followers, 1251 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Grain of Salt posts on X about bitcoin, $strf, $strk, $strd the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence cryptocurrencies XXXX% stocks XXXX% automotive brands XXXX% finance XXXX%
Social topic influence bitcoin 3.37%, $strf #15, $strk #69, $strd #24, $strc #36, strc #20, cagr #46, fiat #952, $mstr #355, saylor #156
Top accounts mentioned or mentioned by @joshmandell6 @hillerydan @timkotzman @punterjeff @mstrtruenorth @tadtweets @vettevector @stellareconomy @saylor @strategy @jberneburg @benwerkman @ryquant @actuallyclimber @roaringragnar @ourgoodlifeuk @danieldrunion @realtrollstein @kafka7invest @dotkrueger
Top assets mentioned Bitcoin (BTC) Strategy Incorporated (STRF) Strike (STRK) Stride (STRD) Strategy (MSTR) IREN Limited (IREN) iShares BTC Trust (IBIT) Bitfarms Ltd. (BITF) GameStop, Corp. (GME) Solana (SOL) Grayscale Ethereum Trust (ETHE) Ethereum (ETH)
Top posts by engagements in the last XX hours
"People say fiat is a melting ice cube. Wrong. Fiat units stay constant its the buying power fiat currency that melts. Same with $MSTR prefs ( $STRF $STRC $STRK $STRD). The common belief: higher in the capital stack = safer claim in bankruptcy. But bankruptcy isnt the risk case. If I thought MSTR was heading for bankruptcy I wouldnt own a single share"
X Link @Z06Z07 2025-09-29T11:13Z 20.4K followers, 8102 engagements
"Bitcoin treasury companies run on two fuels: Commons = gasoline poured on the fire betting a supply shock drives BTC & mNAV higher. Prefs ( $STRF $STRC $STRK $STRD) = grease skim steady fiat coupons while the engine runs funded by selling more common. Gasoline makes it explode. Grease keeps it moving"
X Link @Z06Z07 2025-09-29T11:24Z 20.4K followers, 6174 engagements
"This get complex with $STRF vs $MSTR @JoshMandell6 @dgt10011 @hillery_dan STRF is not just a perpetual upside siphon its also a forced taxable liability. X. STRFs Forced Tax Hit Mechanics: STRF distributions are classified as Return of Capital (RoC) under NIMBUS. While held no tax (basis adjusted downward). Upon sale gains taxed as ordinary income (not long-term capital gains). This is a forced realization event in the future with higher effective tax rates. Implication: STRF holders cant defer indefinitely; they face ordinary income treatment which can easily be 3740% in the U.S. (vs. 20%"
X Link @Z06Z07 2025-10-02T02:44Z 20.4K followers, 14.3K engagements
"Strategy now holds 640K BTC. If 140K BTC were segregated to stand behind the preferreds $STRF / $STRC / $STRK / $STRD instead of one commingled base of Bitcoin it would clarify the claims across the capital stack. @saylor can still use the Common stock ATM to fund PREF couponsbut with separate tranches that dilution is partially limited to the PREF obligation not the entire Bitcoin treasury. Result: Clear capital-stack hierarchy $MSTR Commons 500K+ BTC becomes unencumbered Torque & volatility to $MSTR restored Transparent lawful structure under Delaware framework Segregate the tranches. Free"
X Link @Z06Z07 2025-10-06T01:11Z 20.4K followers, 22.4K engagements
"I went shopping on the dip for near dated XX% to XX% OTM Calls looking for full Gamma ITM. $IBIT $IREN @mikealfred @JoshMandell6 @hillery_dan @RealTrollstein @ActuallyClimber @RoaringRagnar @Gladiator21M"
X Link @Z06Z07 2025-10-07T17:05Z 20.4K followers, 23.9K engagements
"My $IREN shares are loaned out (hypothecated) in my account. That means there is not enough shares for shorting interest rate is less than X% which is really low. Also $BITF has a very small option chain and insane implied vol. @mikealfred NFA"
X Link @Z06Z07 2025-10-14T18:56Z 20.4K followers, 18.4K engagements
"The Bitcoin conundrum: Highest CAGR came when issuance was most inflationary. XX% of supply mined in the first X years and thats when price did 100k% Each halving slows supply but adoption keeps outrunning dilution at slower rate. @dotkrueger @TheRealPlanC @ChartsBtc"
X Link @Z06Z07 2025-10-16T15:33Z 20.4K followers, 4108 engagements
"@TimKotzman @ChaitanyaJ @gerovich @BenWerkman @hillery_dan @pete_rizzo @samcallah @LeboBTC @meanwhilelife Looking forward to presenting. New content direction and vision. Bitcoin AI Power"
X Link @Z06Z07 2025-10-15T20:15Z 20.4K followers, 1820 engagements
"@TheRealPlanC Extrapolating with a realistic CAGR of XX% from the current median price point of $110000 the projected median Bitcoin price X year: $143000 X years: $185900 X years: $241670 X years: $314171 X years: $408422"
X Link @Z06Z07 2025-10-16T13:56Z 20.4K followers, XXX engagements
"MSTR has already saturated the market through ATMs. What matters now is how the capital structure evolves. From here I see X plausible scenarios: 1.Equilibrium mNAV pinned near XXXX. MSTR trades as a BTC proxy STRF earns yield + optionality. mNAV drifts to XXX. Common equity trades like a liability STRF surges as senior equity. 3.Premium BTC rally pushes mNAV XXX. Common captures upside reflexively STRF steady with fixed coupons. 4.Stress BTC drawdown liquidation price rises shorts pile in. Common gaps toward NAV STRF reprices like distressed debt. Are we having fun yet"
X Link @Z06Z07 2025-09-29T10:46Z 20.4K followers, 2077 engagements
"@Michael36X @Strategy Goal is to increase shareholder value and raise volatility. With current float that probably is not possible with just SP500 inclusion"
X Link @Z06Z07 2025-10-01T18:12Z 20.4K followers, XXX engagements
"10% to XX% OTM calls these are XX% OTM. For full gamma you want XX% OTM to XX% ITM. Same with 20%. Look at strike price on bottom. Full Gamma in this scenario is XX% OTM and XX% ITM. Once above XX% ITM the position becomes a synthetic long but still prints a bit better than spot. NFA. Im a lot more conservative this cycle learned from the last"
X Link @Z06Z07 2025-10-13T20:22Z 20.4K followers, 12.6K engagements
"@matty_ice_BTC @mikealfred Nope. It did happen with $GME and $ETHE Grayscale's Ethereum Trust and $GSOL"
X Link @Z06Z07 2025-10-14T19:35Z 20.4K followers, XXX engagements
"Bitcoin CAGR @dotkrueger @TheRealPlanC @ChartsBtc"
X Link @Z06Z07 2025-10-16T14:47Z 20.4K followers, 2048 engagements
"Ill model Bitcoin at XX% CAGR going forward. If it runs at XX% in X year and X% the next its 15%. If it runs higher great"
X Link @Z06Z07 2025-10-16T17:25Z 20.4K followers, 1251 engagements
/creator/twitter::Z06Z07