[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, $strc, $strk the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::735519097/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +116% - X Months XXXXXXXXX +8.30% - X Year XXXXXXXXX +94% ### Mentions: X [#](/creator/twitter::735519097/posts_active)  - X Week XX -XX% - X Month XXX +47% - X Months XXX +26% - X Year XXX +37% ### Followers: XXXXXX [#](/creator/twitter::735519097/followers)  - X Week XXXXXX +0.40% - X Month XXXXXX +6.60% - X Months XXXXXX +27% - X Year XXXXXX +79% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::735519097/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [currencies](/list/currencies) XXXX% [exchanges](/list/exchanges) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [bitcoin](/topic/bitcoin) 9.62%, [$strf](/topic/$strf) #11, [$strc](/topic/$strc) #20, [$strk](/topic/$strk) #36, [$mstr](/topic/$mstr) #306, [$strd](/topic/$strd) #27, [$stre](/topic/$stre) #10, [$144b](/topic/$144b) #4, [perpetual](/topic/perpetual) #117, [bullish](/topic/bullish) #1544 **Top accounts mentioned or mentioned by** [@strategy](/creator/undefined) [@saylor](/creator/undefined) [@enoughofthissa1](/creator/undefined) [@slotter1521](/creator/undefined) [@pleb_nakamoto](/creator/undefined) [@jefftowns3930](/creator/undefined) [@hillerydan](/creator/undefined) [@_adrian](/creator/undefined) [@ioandtitan](/creator/undefined) [@msciinc](/creator/undefined) [@cryptoscout78](/creator/undefined) [@punterjeff](/creator/undefined) [@thebtctherapist](/creator/undefined) [@georgej28772176](/creator/undefined) [@patriotwife72](/creator/undefined) [@bauhiniacapital](/creator/undefined) [@grok](/creator/undefined) [@cjbitcoin](/creator/undefined) [@benwerkman](/creator/undefined) [@thematrixdr](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [Strategy (MSTR)](/topic/$mstr) [Stride (STRD)](/topic/$strd) [Caught in 4K (4K)](/topic/$4k) [Bitcoin Gold (BTG)](/topic/bitcoin-gold) ### Top Social Posts Top posts by engagements in the last XX hours "At XX% annualized BTC appreciation @Strategy perpetual prefs $STRF $STRC $STRK $STRD and convertible debt swap places on the risk curve. XX% prefs are riskier (Yield drag). XX% converts are riskier (refinance drag). Unless ITM Its the equilibrium point where BTC yield coupon yield the moment a Bitcoin balance sheet stops bleeding fiat and starts compounding BTC. Risk then decays by a power law roughly halving for every +5% ARR increase. @hillery_dan @TheRealPlanC @PunterJeff" [X Link](https://x.com/Z06Z07/status/1986511819083817287) 2025-11-06T19:11Z 22.4K followers, 8531 engagements "Here's the new global wealth chart inspired by @Croesus_BTC @saylor is going after all of these markets. FX is $2400T traded per year 🤑which I reduced to XX% to $240T as base margin. BULLISH $STRF $STRE $STRC $STRK $SRD $MSTR @hillery_dan" [X Link](https://x.com/Z06Z07/status/1988692369458467289) 2025-11-12T19:36Z 22.4K followers, 8956 engagements "Thanksgiving 🦃hopium for $MSTR shareholders. A simple projection built off where Strategy sits today: BTC Held: 649649 BTC Price (25E): $100000 grows 30%/yr Shares Outstanding: 320088000 grows 10%/yr Equity Market Cap (25E): $64.0B grows 60%/yr BTC Treasury Market Cap (25E): $64.08B Run those forward X years: BTC Held (2030): 1.6M BTC BTC Price (2030): $371000 Shares (2030): 515M BTC Treasury Market Cap (2030): $600B Equity Market Cap (2030): $1.6T The shape of the curve says it all: BTC compounding + slowing dilution = convexity ON. @Strategy @CJ_Bitcoin" [X Link](https://x.com/Z06Z07/status/1993485718589698534) 2025-11-26T01:03Z 22.4K followers, 73.6K engagements "@saylor Strategy now has: ✔ 650000 BTC ✔ $1.44B in USD reserves ✔ Multi-year dividend runway ✔ Zero forced moves Positioning for the next asymmetry" [X Link](https://x.com/Z06Z07/status/1995513330660946381) 2025-12-01T15:20Z 22.4K followers, 43.5K engagements "Most people cant reason about perpetual capital @Strategy $STRC $STRK $STRF $STRD $STRE. If a financing structure includes X (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 2136 month PREF cash buffer. Not because perpetual capital needs itbut because giving the market a TERM value helps analysts who cant process X 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 22.4K followers, 10.4K 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" [X Link](https://x.com/Z06Z07/status/1991368150651380000) 2025-11-20T04:48Z 22.4K followers, 14.9K engagements "Heres the simplest microstructure read on tonights $4K Bitcoin air-pocket: Saylors OTC window wrapped up. Once that steady buy-side flow is done the desks that hedged the order (via CME shorts / perps) no longer need to stay delta-neutral. So when the program bid disappears hedges come off and in a thin weekend book that unwind can snowball into perp liquidations. Thats exactly the kind of $300M$600M wipeout candle we just saw. This is how the plumbing works: Large OTC spot buys are always hedged with futures/perps so desks dont get run over while sourcing coins Those hedges cap upside while" [X Link](https://x.com/Z06Z07/status/1995339753420726273) 2025-12-01T03:50Z 22.4K followers, 173.2K engagements "Everything changed this week for @Strategy with the $1.44B Cash Buffer. @saylor and @digitalphong made the ultimate pivot not to prove conviction but to directly address capital markets uneasiness around volatility and tail risk. Cash buffer = tail-risk killer. A possible jump from $1.44B $2.5B slashes insolvency probability and tightens every credit metric across the stack. Twothree years of liquidity is the inflection zone. At $2.5B+ BTC-Risk collapses BTC-Ratings rise and prefs/debt get re-priced like hybrid high-grade credit. 650000 Bitcoin makes the buffer self-sustaining. At $100k BTC" [X Link](https://x.com/Z06Z07/status/1996728267320316287) 2025-12-04T23:48Z 22.4K followers, 18.3K engagements "Most people see Return of Capital (ROC) and think its $MSTY with huge yields and collapsing price. But not all ROC is created equal. $MSTY pays you your own money back while shrinking your base. $STRC pays you tax-efficient yield while your par stays intact. Thats the key. Both distribute Return of Capital but in STRCs case its true tax deferral not NAV destruction. Because ROC isnt taxed when received the effective yield is far higher than 10.25%. A XXXXX% ROC coupon equals the after-tax income of: XXXX% taxable yield in a XX% bracket 1720% taxable yield in high-tax states Thats why" [X Link](https://x.com/Z06Z07/status/1983377935819317699) 2025-10-29T03:38Z 22.4K followers, 71.5K engagements "We would like to provide a response this @MSCI_Inc post. Please provide an email link. Thanks @PunterJeff @BenWerkman @hillery_dan @saylor" [X Link](https://x.com/Z06Z07/status/1993121381564006440) 2025-11-25T00:55Z 22.4K followers, 6722 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 22.4K followers, 19.1K engagements "@GeorgeJ28772176 @MSCI_Inc You miss XXX% of the shots you dont take Wayne Gretzky. So Im pitching my view and dont believe the decision is final" [X Link](https://x.com/Z06Z07/status/1993152052898546140) 2025-11-25T02:57Z 22.4K followers, XXX engagements "@TheMatrixDr @MSCI_Inc Thank you for link. 👍" [X Link](https://x.com/Z06Z07/status/1993220076942901608) 2025-11-25T07:27Z 22.4K followers, XXX engagements "@Rocketbejner @MSCI_Inc I'll add please write your letter also. Thanks" [X Link](https://x.com/Z06Z07/status/1993474677021495374) 2025-11-26T00:19Z 22.4K followers, XXX engagements "Which is better Banks with audits of less than XX% reserves or Tether Tether posts over $10B YTD profit with $6.8B in excess reserves and group equity nearing $30B reinforcing its stable company narrative. USD supply keeps ripping: $17B issued in Q3 alone taking circulating supply above $174B and users above 500M with tokens in circulation later topping $183B. Reserves total $181.2B vs $174.4B in liabilities including a record $135B in U.S. Treasuries (roughly the 17th-largest holder globally) plus $12.9B in gold and $9.9B in bitcoin about XX% of reserves. @paoloardoino" [X Link](https://x.com/Z06Z07/status/1994073392765632585) 2025-11-27T15:58Z 22.4K followers, 5651 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 22.4K followers, XXX engagements "Strategy made the right move. Change the model to match the market conditions. @Strategy @saylor" [X Link](https://x.com/Z06Z07/status/1995521830606831719) 2025-12-01T15:54Z 22.4K followers, 31.6K engagements "The missing @Strategy metric: Bitcoin $97K full-year positive EPS Bitcoin $110K Q4 positive AND $19/share Predict Dec 31st 2025 Price $MSTR" [X Link](https://x.com/Z06Z07/status/1995887075208691726) 2025-12-02T16:05Z 22.4K followers, 3615 engagements "Debasement Trade @LynAldenContact @LawrenceLepard Bitcoin Gold Hard assets stocks" [X Link](https://x.com/Z06Z07/status/1996687409283834023) 2025-12-04T21:05Z 22.4K followers, 2491 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.]
@Z06Z07 Grain of Salt
Grain of Salt posts on X about bitcoin, $strf, $strc, $strk the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +116%
- X Months XXXXXXXXX +8.30%
- X Year XXXXXXXXX +94%
Mentions: X #
- X Week XX -XX%
- X Month XXX +47%
- X Months XXX +26%
- X Year XXX +37%
Followers: XXXXXX #
- X Week XXXXXX +0.40%
- X Month XXXXXX +6.60%
- X Months XXXXXX +27%
- X Year XXXXXX +79%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence cryptocurrencies XXXXX% finance XXXXX% stocks XXXXX% currencies XXXX% exchanges XXXX% automotive brands XXXX%
Social topic influence bitcoin 9.62%, $strf #11, $strc #20, $strk #36, $mstr #306, $strd #27, $stre #10, $144b #4, perpetual #117, bullish #1544
Top accounts mentioned or mentioned by @strategy @saylor @enoughofthissa1 @slotter1521 @pleb_nakamoto @jefftowns3930 @hillerydan @_adrian @ioandtitan @msciinc @cryptoscout78 @punterjeff @thebtctherapist @georgej28772176 @patriotwife72 @bauhiniacapital @grok @cjbitcoin @benwerkman @thematrixdr
Top assets mentioned Bitcoin (BTC) Strategy Incorporated (STRF) Strike (STRK) Strategy (MSTR) Stride (STRD) Caught in 4K (4K) Bitcoin Gold (BTG)
Top Social Posts
Top posts by engagements in the last XX hours
"At XX% annualized BTC appreciation @Strategy perpetual prefs $STRF $STRC $STRK $STRD and convertible debt swap places on the risk curve. XX% prefs are riskier (Yield drag). XX% converts are riskier (refinance drag). Unless ITM Its the equilibrium point where BTC yield coupon yield the moment a Bitcoin balance sheet stops bleeding fiat and starts compounding BTC. Risk then decays by a power law roughly halving for every +5% ARR increase. @hillery_dan @TheRealPlanC @PunterJeff"
X Link 2025-11-06T19:11Z 22.4K followers, 8531 engagements
"Here's the new global wealth chart inspired by @Croesus_BTC @saylor is going after all of these markets. FX is $2400T traded per year 🤑which I reduced to XX% to $240T as base margin. BULLISH $STRF $STRE $STRC $STRK $SRD $MSTR @hillery_dan"
X Link 2025-11-12T19:36Z 22.4K followers, 8956 engagements
"Thanksgiving 🦃hopium for $MSTR shareholders. A simple projection built off where Strategy sits today: BTC Held: 649649 BTC Price (25E): $100000 grows 30%/yr Shares Outstanding: 320088000 grows 10%/yr Equity Market Cap (25E): $64.0B grows 60%/yr BTC Treasury Market Cap (25E): $64.08B Run those forward X years: BTC Held (2030): 1.6M BTC BTC Price (2030): $371000 Shares (2030): 515M BTC Treasury Market Cap (2030): $600B Equity Market Cap (2030): $1.6T The shape of the curve says it all: BTC compounding + slowing dilution = convexity ON. @Strategy @CJ_Bitcoin"
X Link 2025-11-26T01:03Z 22.4K followers, 73.6K engagements
"@saylor Strategy now has: ✔ 650000 BTC ✔ $1.44B in USD reserves ✔ Multi-year dividend runway ✔ Zero forced moves Positioning for the next asymmetry"
X Link 2025-12-01T15:20Z 22.4K followers, 43.5K engagements
"Most people cant reason about perpetual capital @Strategy $STRC $STRK $STRF $STRD $STRE. If a financing structure includes X (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 2136 month PREF cash buffer. Not because perpetual capital needs itbut because giving the market a TERM value helps analysts who cant process X 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 22.4K followers, 10.4K 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"
X Link 2025-11-20T04:48Z 22.4K followers, 14.9K engagements
"Heres the simplest microstructure read on tonights $4K Bitcoin air-pocket: Saylors OTC window wrapped up. Once that steady buy-side flow is done the desks that hedged the order (via CME shorts / perps) no longer need to stay delta-neutral. So when the program bid disappears hedges come off and in a thin weekend book that unwind can snowball into perp liquidations. Thats exactly the kind of $300M$600M wipeout candle we just saw. This is how the plumbing works: Large OTC spot buys are always hedged with futures/perps so desks dont get run over while sourcing coins Those hedges cap upside while"
X Link 2025-12-01T03:50Z 22.4K followers, 173.2K engagements
"Everything changed this week for @Strategy with the $1.44B Cash Buffer. @saylor and @digitalphong made the ultimate pivot not to prove conviction but to directly address capital markets uneasiness around volatility and tail risk. Cash buffer = tail-risk killer. A possible jump from $1.44B $2.5B slashes insolvency probability and tightens every credit metric across the stack. Twothree years of liquidity is the inflection zone. At $2.5B+ BTC-Risk collapses BTC-Ratings rise and prefs/debt get re-priced like hybrid high-grade credit. 650000 Bitcoin makes the buffer self-sustaining. At $100k BTC"
X Link 2025-12-04T23:48Z 22.4K followers, 18.3K engagements
"Most people see Return of Capital (ROC) and think its $MSTY with huge yields and collapsing price. But not all ROC is created equal. $MSTY pays you your own money back while shrinking your base. $STRC pays you tax-efficient yield while your par stays intact. Thats the key. Both distribute Return of Capital but in STRCs case its true tax deferral not NAV destruction. Because ROC isnt taxed when received the effective yield is far higher than 10.25%. A XXXXX% ROC coupon equals the after-tax income of: XXXX% taxable yield in a XX% bracket 1720% taxable yield in high-tax states Thats why"
X Link 2025-10-29T03:38Z 22.4K followers, 71.5K engagements
"We would like to provide a response this @MSCI_Inc post. Please provide an email link. Thanks @PunterJeff @BenWerkman @hillery_dan @saylor"
X Link 2025-11-25T00:55Z 22.4K followers, 6722 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 22.4K followers, 19.1K engagements
"@GeorgeJ28772176 @MSCI_Inc You miss XXX% of the shots you dont take Wayne Gretzky. So Im pitching my view and dont believe the decision is final"
X Link 2025-11-25T02:57Z 22.4K followers, XXX engagements
"@TheMatrixDr @MSCI_Inc Thank you for link. 👍"
X Link 2025-11-25T07:27Z 22.4K followers, XXX engagements
"@Rocketbejner @MSCI_Inc I'll add please write your letter also. Thanks"
X Link 2025-11-26T00:19Z 22.4K followers, XXX engagements
"Which is better Banks with audits of less than XX% reserves or Tether Tether posts over $10B YTD profit with $6.8B in excess reserves and group equity nearing $30B reinforcing its stable company narrative. USD supply keeps ripping: $17B issued in Q3 alone taking circulating supply above $174B and users above 500M with tokens in circulation later topping $183B. Reserves total $181.2B vs $174.4B in liabilities including a record $135B in U.S. Treasuries (roughly the 17th-largest holder globally) plus $12.9B in gold and $9.9B in bitcoin about XX% of reserves. @paoloardoino"
X Link 2025-11-27T15:58Z 22.4K followers, 5651 engagements
"@PatriotWife72 @saylor @Strategy Strategy was passed over for SP500 and Sandisk got in"
X Link 2025-11-30T18:02Z 22.4K followers, XXX engagements
"Strategy made the right move. Change the model to match the market conditions. @Strategy @saylor"
X Link 2025-12-01T15:54Z 22.4K followers, 31.6K engagements
"The missing @Strategy metric: Bitcoin $97K full-year positive EPS Bitcoin $110K Q4 positive AND $19/share Predict Dec 31st 2025 Price $MSTR"
X Link 2025-12-02T16:05Z 22.4K followers, 3615 engagements
"Debasement Trade @LynAldenContact @LawrenceLepard Bitcoin Gold Hard assets stocks"
X Link 2025-12-04T21:05Z 22.4K followers, 2491 engagements