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# ![@ZynxBTC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::720960955656638464.png) @ZynxBTC Zynx

Metaplanet, a Japanese company, has made significant progress, including being added to the global FTSE indexes and announcing a large bitcoin purchase. The company's leadership has also made efforts to address shareholder concerns and provide transparency, including proof of reserves. Additionally, Metaplanet's stock is expected to have a strong Q4 with potential catalysts including adding over $X billion worth of bitcoin to its balance sheet and inclusion in major indexes.

### Engagements: XXXXXX [#](/creator/twitter::720960955656638464/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720960955656638464/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +48%
- X Months XXXXXXXXXX +5,518%
- X Year XXXXXXXXXX +1,228,661%

### Mentions: XX [#](/creator/twitter::720960955656638464/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720960955656638464/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XXXX%
- X Months XXXXX +1,510%
- X Year XXXXX +32,688%

### Followers: XXXXX [#](/creator/twitter::720960955656638464/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720960955656638464/c:line/m:followers.svg)

- X Week XXXXX +5%
- X Month XXXXX +19%
- X Months XXXXX +754%
- X Year XXXXX +2,988%

### CreatorRank: XXXXXXX [#](/creator/twitter::720960955656638464/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720960955656638464/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #579 [finance](/list/finance)  XXXXX% [stocks](/list/stocks)  #4398 [currencies](/list/currencies)  #2693 [exchanges](/list/exchanges)  #714 [social networks](/list/social-networks)  XXXX% [countries](/list/countries)  XXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[bitcoin](/topic/bitcoin) #318, [strd](/topic/strd) 9.94%, [products](/topic/products) #966, [$mstr](/topic/$mstr) #32, [$strf](/topic/$strf) #8, [$strd](/topic/$strd) #8, [money](/topic/money) 6.63%, [dividend](/topic/dividend) #52, [the world](/topic/the-world) #4553, [capital gains](/topic/capital-gains) #17

**Top accounts mentioned or mentioned by**
[@roaringragnar](/creator/undefined) [@comic](/creator/undefined) [@theretailbull](/creator/undefined) [@asjwebley](/creator/undefined) [@ichlassdesmaso](/creator/undefined) [@drbitcoinm50862](/creator/undefined) [@jbmillen](/creator/undefined) [@ourgoodlifeuk](/creator/undefined) [@matt51459838](/creator/undefined) [@chrismmillas](/creator/undefined) [@satsidequest](/creator/undefined) [@mstrtoday](/creator/undefined) [@adambliv](/creator/undefined) [@zaidq1818](/creator/undefined) [@gabrielepacioc1](/creator/undefined) [@hodlmagoo](/creator/undefined) [@fevrierfranck](/creator/undefined) [@actuallyclimber](/creator/undefined) [@william_r2rclub](/creator/undefined) [@j33412279544](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Strike (STRK)](/topic/$strk) [501 (32)](/topic/$32) [Goldman Sachs (GS)](/topic/goldman-sachs) [Msci Inc (MSCI)](/topic/msci-inc) [The Smarter Web Co. (SWC.AQ)](/topic/the-smarter-web)
### Top Social Posts
Top posts by engagements in the last XX hours

"Every investor should read and consider this. Just X days after IPO I was pressing Smarter Web for Proof of Reserves. The share price was just XXXXX or XXX pence with only XXXX Bitcoin on the balance sheet. The company would 170x from here to XXXX in less than X weeks. Today share price is XXXX or XX pence with 2664 Bitcoin on the balance sheet. It's so easy to lose focus of the bigger picture when you follow the markets on a daily basis. Sentiment for Bitcoin and the Bitcoin Treasuries are at lows right now but have the fundamentals really changed I would argue that Strategy and Metaplanet"  
[X Link](https://x.com/ZynxBTC/status/1997722418035437827)  2025-12-07T17:38Z 9549 followers, 10.1K engagements


"It's only a matter of time before Strategy take their Bitcoin into self-custody. It's probably the only thing Saylor has left to do to fully be on the Bitcoin Standard. It's better for the company it's better for Bitcoin. It will be strange for one day to have all your Bitcoin with a company 10x smaller than you in valuation. Proof of Reserves would be even better. If Twenty One and Metaplanet can do it so can Strategy. It also kills the "Paper Bitcoin" FUD"  
[X Link](https://x.com/ZynxBTC/status/1998126926326600131)  2025-12-08T20:25Z 9549 followers, 4843 engagements


"@jbmillen Right. XXXX% is pretty good. I expect it go give capital gains as trust is built in these products and fed rates come down. This is the best capitalised "junk bond" in the world"  
[X Link](https://x.com/ZynxBTC/status/1990805871782175071)  2025-11-18T15:34Z 9549 followers, XXX engagements


"Bitcoin is beautiful. Yesterday I posted an image showing you the total hash rate that is securing the Bitcoin Network. Today I want to show you this beautiful image of the distribution of mining pools. Bitcoin is incredible. This is true decentralisation"  
[X Link](https://x.com/ZynxBTC/status/1993283451198525581)  2025-11-25T11:39Z 9549 followers, 9167 engagements


"There's some serious money to be made by those who can understand this before the market does. The market is extremely inefficient at pricing the Strategy Preferreds. Bitcoin fell to $82k and the market panicked. $STRC fell to $XX $STRF to $XX and $STRD to $XX. This meant that the yields for each of these products went up substantially when compared to at par implying that the risk had also increased significantly. The problem is this just isn't true. Saylor said himself that "If Bitcoin goes up XXX basis points a year we can pay the dividends forever. If BTC goes up X% a year we have capital"  
[X Link](https://x.com/ZynxBTC/status/1994031240484176157)  2025-11-27T13:11Z 9549 followers, 236.1K engagements


"The easiest way to answer "Is Strategy a ponzi scheme" is to compare it to the Bank of England. Just like a central bank Strategy monetises its balance sheet. The Bank of England used Gold Strategy uses Bitcoin. There is no better comparison. Stop thinking of Strategy as a normal company that requires revenue in the traditional sense. It is a Bitcoin-backed monetary institution. The Bank of England was created in 1694 and became one of the largest and most profitable companies to ever exist until it was nationalised in 1946 after the Second World War. The business model was to accumulate as"  
[X Link](https://x.com/ZynxBTC/status/1995519629171790083)  2025-12-01T15:45Z 9549 followers, 36.2K engagements


"I have come to the conclusion that there is no rational reason for a Bitcoin or $MSTR bull to ever hold $STRF over $STRD. For two key reasons: 1) Phong Lee has pretty much said they will avoid defaulting on their dividend obligations at all costs including for STRD. Let's be honest they would kill the product and the sentiment hit is really not worth it. They would rather sell Bitcoin then default. 2) The $1.44bn USD cash reserve which is almost X years worth of dividends with the plan to increase this to X years has pretty much killed most of the risk imo. Entry is important of course but"  
[X Link](https://x.com/ZynxBTC/status/1996262697395011614)  2025-12-03T16:58Z 9549 followers, 13.9K engagements


"Let's be honest there is no rational reason for anyone here to own $STRF over $STRD. Institutional/mandated capital yes but for us Absolutely not. Risk has been severely decreased after USD reserve established. Give me the higher yield thanks"  
[X Link](https://x.com/ZynxBTC/status/1996263010902413721)  2025-12-03T16:59Z 9549 followers, 18.9K engagements


"There may be no region on Earth that needs Bitcoin more than the Middle East. Oil and gas won't last forever but the wealth they generate today can. By converting energy into Bitcoin they can preserve value across generations. From black gold to digital gold"  
[X Link](https://x.com/ZynxBTC/status/1997986758286299584)  2025-12-08T11:08Z 9549 followers, 23.1K engagements


"@btc_overflow 🤝🫡"  
[X Link](https://x.com/ZynxBTC/status/1998417983836921958)  2025-12-09T15:42Z 9549 followers, XXX engagements


"I will be buying more STRC today. At $XXXXX the effective dividend yield is XXXX% ($10.50 at par at $100/share). I will then pocket the additional X% capital gain as it inevitably trades back up to par. which is what it's designed to do. Easy money"  
[X Link](https://x.com/ZynxBTC/status/1991885053920718864)  2025-11-21T15:02Z 9549 followers, 132.2K engagements


"If you want to see how healthy the Bitcoin network is just look at the hash rate which is the total computing power used by miners to secure the network. Bitcoin is stronger than ever before and the trend is clear as day. This is the signal. No noise. Price will soon follow"  
[X Link](https://x.com/ZynxBTC/status/1992864509862826376)  2025-11-24T07:54Z 9550 followers, 11.9K engagements


"I wouldn't be surprised if in 2026 we see Metaplanet hit 5000/share for 3350.T or $XX for $MTPLF. It sounds absurd but the setup here is really incredible. They have already raised $150mil in their pre-IPO for Mercury (class B Preferred) which tells me demand is strong. If Bitcoin is playing ball and reaches $175-200k and then Metaplanet surpasses their 100000 Bitcoin target then I'm quite optimistic. We could see an up-listing to the Nasdaq from the US OTCQX which would bring a lot more liquidity to the stock. We also have to consider the changes to the MSW programme the expansion of the"  
[X Link](https://x.com/ZynxBTC/status/1993040892752806309)  2025-11-24T19:35Z 9549 followers, 81.9K engagements


"The Strategy Preferreds should all see substantial capital gains over the next X years. "Goldman Sachs Research also expects two 25-basis-point cuts in March and June 2026 to a terminal rate of 3-3.25%". Lower base rates = Preferreds become more attractive. Expect their effective dividend yields to drop significantly as demand grows and the market deems them less risky. The more capital gain the less effective dividend yield for new buyers. Best time to buy is now if you want high dividend yield and high capital gains. They are priced like they are B- Credit worthy but really they should be A"  
[X Link](https://x.com/ZynxBTC/status/1994404422894424480)  2025-11-28T13:54Z 9550 followers, 5584 engagements


"The world doesn't understand it yet but Strategy's $STRF has absolutely killed dividend investing for the next XX years at least. $SCHD pays 3.5-4% annually and has gone up XX% over the last X years. STRF will pay you X% and have far more capital gains. It will trade to $200"  
[X Link](https://x.com/ZynxBTC/status/1994808898491224410)  2025-11-29T16:41Z 9550 followers, 2197 engagements


"Tether should buy Strategy's $STRC and collect a XXXX% yield instead of buying US Treasuries that will only generate less income the more the Fed cut rates. This would more than double their profits which they can then funnel into Bitcoin amplifying their gains further. Problem solved"  
[X Link](https://x.com/ZynxBTC/status/1995208661099012253)  2025-11-30T19:09Z 9550 followers, 37K engagements


"The price you pay is not necessarily the value you get. Bitcoin is stronger than ever before. Look at the real data. the operational nodes the hash rate the institutional adoption etc. Strategy just announced a move that makes them bulletproof and $MSTR is down XX% today. Metaplanet are cooking up a storm and look well setup to have a barnstorming 2026. Bullish on $MTPLF. Remember the market can remain irrational longer than you can remain solvent. Use these opportunities to add to your high conviction positions because this is where the real money is made. I'm going to bookmark this post and"  
[X Link](https://x.com/ZynxBTC/status/1995535260008816753)  2025-12-01T16:47Z 9550 followers, 6281 engagements


"Everyone is getting it wrong about why $MSTR is underperforming. Strategy have taken a lot of slack this year for what has been a disappointing XX months for Bitcoin price action. Many analysts in the space have been trying to come up with answers for why MSTR is underperforming but seemingly ignore the most important factor - sentiment and price momentum for Bitcoin itself. It's important to understand that whilst MSTR has had a bad year performance wise the NAV floor has risen dramatically and thus share price when mNAV = X. mNAV compression and expansion below or above X is stochastic and"  
[X Link](https://x.com/ZynxBTC/status/1995842872562553172)  2025-12-02T13:09Z 9550 followers, 114.9K engagements


""Professor of Applied Economics at John Hopkins" This post pretty much sums up why Economics degrees across the world are useless. Not because the students who do these courses aren't clever but because they are taught pseudoscience by Keynesian frauds. Imagine describing a money technology that no one can print a decentralised network no one can stop and an asset no one can debase as having "zero fundamental value". The more you talk Steve the more you expose yourself"  
[X Link](https://x.com/ZynxBTC/status/1997730661491163628)  2025-12-07T18:11Z 9549 followers, 8581 engagements


"Saylor was able to hit the $STRD ATM for $XX million because it's the best fixed income product in the world. Effective yield is XXXX% at $XX. Fed is cutting rates this week. What an absolute bargain. XX month USD reserve and can raise capital so easily it's been completely de-risked. Riding this to $XX. THEY WILL NEVER MISS A DIVIDEND PAYMENT"  
[X Link](https://x.com/ZynxBTC/status/1998109037578379605)  2025-12-08T19:14Z 9549 followers, 9734 engagements


"The Zynx YouTube channel is comming. soon. All my Bitcoin people subscribed and turn on notifications 👀"  
[X Link](https://x.com/ZynxBTC/status/1998119141006278919)  2025-12-08T19:55Z 9549 followers, 13.1K engagements


"The Corporate Bitcoin Bidding Wars. Jack Mallers has been talking about Twenty One wanting more Bitcoin than Strategy. That's an additional 617000 Bitcoin for them to stack just to catch up. They aren't getting mine are they getting yours Bitcoin is going to $X million"  
[X Link](https://x.com/ZynxBTC/status/1998382165126455768)  2025-12-09T13:20Z 9549 followers, 4732 engagements


"Yes Saylor does have asymmetric information. He has pretty much confirmed it. All the Banks and Sovereign Wealth Funds are talking to him directly. He can see the scale of the adoption happening in real time. It's starting to make sense why Strategy have bought just shy of 400000 Bitcoin since Trump won the election last year. He knows Bitcoin is winning and going to $X million a coin. You do not want to miss this train"  
[X Link](https://x.com/ZynxBTC/status/1998392407553929329)  2025-12-09T14:00Z 9549 followers, 12.3K engagements


"@Kongyiji89 Listen to his MENA talks"  
[X Link](https://x.com/ZynxBTC/status/1998405948839256246)  2025-12-09T14:54Z 9549 followers, XXX engagements


"I am looking forward to watching Strategy and Saylor win the next decade. History will remember him kindly as the man who took Bitcoin mainstream. Each epoch has a key figure. This one belongs to Saylor. As a $MSTR shareholder I am happy to be on this train. ullish"  
[X Link](https://x.com/ZynxBTC/status/1998423621815992744)  2025-12-09T16:04Z 9549 followers, 6305 engagements


"I created a Smarter Web vs Next PLC pie. SWC is only XXX% of the market cap of Next a British clothing retailer. It's where I bought my first suit as a teen 😅 They are ranked 39th on the FTSE XXX. When do you think Smarter Web will surpass their market cap of 14.8bn"  
[X Link](https://x.com/ZynxBTC/status/1964628928091631803)  2025-09-07T09:56Z 9520 followers, 2867 engagements


"I've got bad news for most Bitcoin Treasury Companies. You have to win your major local capital market or die. Remember Semler Scientific. The 2nd US PubCo to put Bitcoin on the balance sheet Faded into irrelevance and is now being acquired. The truth is there will probably only be 5-10 companies worldwide that are able to run the Saylor flywheel playbook. That means issuing equity the ATM and eventually offering Bitcoin-backed fixed income products like Preferreds. Why Because you need sufficient trading volume for the strategy to be viable. There's been 20+ UK Bitcoin Treasury announcements"  
[X Link](https://x.com/ZynxBTC/status/1980338008889929890)  2025-10-20T18:19Z 9523 followers, 12.8K engagements


"If you hold STRC and can take part in the Strive "SATA" IPO here's what you should do. Sell your STRC and buy SATA. -XX% yield (SATA) vs XXXX% (STRC) -$80 IPO price --- $95-$105 target range = capital appreciation. They have set aside XX months worth of cash for dividends so you can rotate back into STRC within this period if you want to de-risk again"  
[X Link](https://x.com/ZynxBTC/status/1986497091611275444)  2025-11-06T18:13Z 9513 followers, 22.3K engagements


"This response by Saylor in regards to the MSCI World Index FUD shows you the seriousness of the issue. Good for him to come out and address it directly and I'm sure Strategy will be fine regardless of what happens. That being said until we get confirmation from MSCI Inc. themselves expect uncertainty and volatility to remain. What a week it's been in Bitcoin eh"  
[X Link](https://x.com/ZynxBTC/status/1991877319938474203)  2025-11-21T14:32Z 9522 followers, 27.8K engagements


"This STRD trade is going to continue to age like fine wine. There is going to be so much opportunity over the next few years to make substantial profits by simply trading the Strategy Preferreds. The market is mispricing the true risk profile of these products. They think Bitcoin is a scam and that Strategy is a house of cards. However If you're a Bitcoin and Strategy bull. you know that these products are way less risky than what is currently offered by TradFI. STRD and STRC are the two Preferreds that will offer the most opportunity in my opinion"  
[X Link](https://x.com/ZynxBTC/status/1992968100082323882)  2025-11-24T14:46Z 9510 followers, 21K engagements


"The stock market is bullshit. The price you pay is not necessarily the value you get. On July 3rd Bitcoin was trading at $109k and Strategy's STRD was trading at $XX paying an effective dividend yield of XXXX% Now Bitcoin is trading at $87k and STRD is at $XXXXX paying an effective dividend yield of 14.76%. The Bitcoin price has drop from 109k to 87k and is about a XXXX% decrease. STRD's price has dropped XXXX% but the yield has increased by 40.6%. Pretty insane. Nothing materially has really changed in terms of risk but sentiment is in the gutter and people are spooked. Massive opportunities"  
[X Link](https://x.com/ZynxBTC/status/1992991654341447739)  2025-11-24T16:20Z 9511 followers, 13.4K engagements


"I don't expect significant mNAV expansion for the Bitcoin Treasuries until Bitcoin surpasses $150k-$175k. This means X mNAV for Strategy and X mNAV for Metaplanet. Why Because we need people to think Bitcoin is going to the moon and I don't think that happens until we are comfortably past the previous all-time highs. This will allow the speculators to return and thus push mNAV premiums up once more. I expect this to happen in 2026"  
[X Link](https://x.com/ZynxBTC/status/1993001733270745427)  2025-11-24T17:00Z 9514 followers, 6839 engagements


"Really impressed with the recovery of Strategy's Preferreds across the board today. STRC has traded steadily back up to $97+ and STRD is up to $XX. STRF is up over X% today with STRK up over 2%. It seems we will get to enjoy these opportunities until the market catches up"  
[X Link](https://x.com/ZynxBTC/status/1993033287082950887)  2025-11-24T19:05Z 9511 followers, 4513 engagements


"Dare to dream. I think Metaplanet is poised to have the most incredible 2026 and wouldn't be surprised if we hit 5000/share for 3350.T or $XX with MTPLF. 100000 BTC in the treasury at $200k/coin = $20bn in NAV. If mNAV expands to X again then we're in business"  
[X Link](https://x.com/ZynxBTC/status/1993041790480372170)  2025-11-24T19:39Z 9534 followers, 77.6K engagements


"I'm going to follow this STRD trade until $XX. It was only July 3rd when STRD was trading at $XXXXX and Bitcoin at $109k. Nothing has changed except the confidence in Strategy and Bitcoin but the risk profile remains the same. I will enjoy the higher yield + capital gain"  
[X Link](https://x.com/ZynxBTC/status/1993336263374778768)  2025-11-25T15:09Z 9511 followers, 5644 engagements


"Bitcoin price predictions are mostly a futile exercise. However I tend to operate with the following assumptions: -Bitcoin will be $500k a coin by the end of 2030. -Bitcoin will be $X million a coin by the end of 2035. More importantly Bitcoin will continue to increase in value against Gold. After this I leave it to the markets to do what they do and enjoy the journey towards our inevitable destination. no matter how bumpy or volatile the ride. Some may argue this is too conservative but I like to remember that happiness = reality - expectations. As long as the amount of Bitcoin you have is"  
[X Link](https://x.com/ZynxBTC/status/1993444147059888146)  2025-11-25T22:18Z 9514 followers, 6593 engagements


"The market is realising how stupid it was to price STRD at $XXXXX giving an effective yield of 15.3%. The beautiful thing about the Strategy Preferreds is that you get higher yield and more capital gains when the market is uncertain. even though the risk profile is the same"  
[X Link](https://x.com/ZynxBTC/status/1993693121478070349)  2025-11-26T14:47Z 9510 followers, 12.9K engagements


"Buying STRC at $XX was the easiest trade I've had all year. It is now trading at $XXXXX. It was obvious that it was going to trade back up to par at $XXX. When it does I will pocket the XXX% capital gain. The market just doesn't know how to price risk. I will continue making this trade for as long as the market allows me"  
[X Link](https://x.com/ZynxBTC/status/1993758517455433808)  2025-11-26T19:07Z 9530 followers, 29.6K engagements


"Let's talk Smarter Web Like with all the Bitcoin Treasuries bar Strategy it's been a quiet few months for SWC. The market has pretty much dictated this. There is often the concern about what can the company do to accumulate Bitcoin when mNAV is X which is a fair question. There are a few things that they can do that Andrew and Jesse have alluded to. Traditional debt is one method or issuing more Bitcoin-denominated convertible bonds at a premium is another. Smarter Web can also do share buybacks to increase BTC/share which is something that will be approved at the General Meeting in a few"  
[X Link](https://x.com/ZynxBTC/status/1994017861258359287)  2025-11-27T12:17Z 9513 followers, 14.3K engagements


"I've been doing this with STRC and STRD specifcially. STRC is the easiest to arb. Anytime it drops below $XX I'm buying. STRD seems to be the most sensitive to sentiment as it's "the junk bond". even though it's extremely well collateralised. NFA"  
[X Link](https://x.com/ZynxBTC/status/1994031940433760647)  2025-11-27T13:13Z 9512 followers, 8451 engagements


"Want a controversial take I would argue that Strategy are already more solvent and Credit-worthy than many Nation States. Risk is mispriced globally. No one understands. You're not bullish enough if you don't think that one day Strategy's $STRF product will eventually offer a lower yield than US Treasuries. or at a minimum at the same rate. Yes I am saying that Strategy will be deemed less risky than the US Government. One stacks FIAT debt the other stacks Bitcoin. This will become obvious as time goes on. You really think the UK or European Governments offering X% yields are a safer bet than"  
[X Link](https://x.com/ZynxBTC/status/1994061026652733876)  2025-11-27T15:09Z 9514 followers, 10.9K engagements


"Even Strategy's "junk" product STRD is better collateralised than some Government Bonds. NFA"  
[X Link](https://x.com/ZynxBTC/status/1994062776050831395)  2025-11-27T15:16Z 9512 followers, 1381 engagements


"Strategy's $STRF product should have a higher credit rating than French Bonds. Let's do a comparison: -A XX year Bond offered by France currently pays 3.15%. -STRF currently pays 9.54%. -France has a Debt-to-gdp ratio at 113%. Trillions of dollars in unfunded liabilities. -Strategy have an amplification of XX% and STRF has a BTC rating of 6.3x. -The S&P give France a Credit rating of A+ -The S&P give Strategy a Credit rating of B- The world does not know how to price risk because they do not understand Bitcoin. The next few years offer a once in a lifetime opportunity to make a lot of money"  
[X Link](https://x.com/ZynxBTC/status/1994396710957711558)  2025-11-28T13:23Z 9543 followers, 4842 engagements


"STRF should have a higher credit rating than French Bonds. Risk is mispriced globally because they do not understand Bitcoin"  
[X Link](https://x.com/ZynxBTC/status/1994397856359158061)  2025-11-28T13:27Z 9520 followers, 2063 engagements


"@ZachJex STRD offer higher yield"  
[X Link](https://x.com/ZynxBTC/status/1994406411682328989)  2025-11-28T14:01Z 9512 followers, XX engagements


"Oh I am loving $STRD. $STRD at $XX is still massively undervalued. With effective dividend yield at XXXXX% there is still room for STRD to trade back up to $XX. Why Risk is mispriced globally. Rate cutes are coming. There is so much opportunity trading these Preferreds"  
[X Link](https://x.com/ZynxBTC/status/1994417947054346366)  2025-11-28T14:47Z 9511 followers, 3064 engagements


"In a few years newcomers will not believe that some are getting 12%+ in yearly yield from the Prefs. I managed to enter STRD at $XXXXX which means I'll be getting XXXX% yield in perpetuity. I'll likely lock in the capital gain when we inevitably trade back up to par though"  
[X Link](https://x.com/ZynxBTC/status/1994503933092593866)  2025-11-28T20:29Z 9511 followers, 9516 engagements


"I spent a lot of time this week talking about the Strategy Preferreds. As I said there's some serious money to be made by those who can understand these products before the market does. The market is extremely inefficient at pricing the Strategy Preferreds. Bitcoin fell to $82k and the market panicked. $STRC fell to $XX $STRF to $XX and $STRD to $XX. The market acted as if the risk profile for these products changed or if the likelihood of Strategy meeting their obligations is dependent on the monthly price fluctuations of Bitcoin. Hint. it is not. People simply don't know how to price them"  
[X Link](https://x.com/ZynxBTC/status/1994745025503084588)  2025-11-29T12:27Z 9514 followers, 24.1K engagements


"The reason why $STRK is my least favourite Preferred is because I see no reason to own it personally. If I want upside exposure to $MSTR I'll just buy MSTR. If I want fixed income I'll just buy $STRD. STRD + MSTR STRK. The main argument I see for STRK is that it offers downside protection. However during periods of market fear STRD gets heavily sold off due to where it lies in the capital stack and the dividends being non-cumulative. The risk is mispriced and even Phong Lee has said in a recent interview that they would like to always pay the STRD dividend no matter what. I do not see a"  
[X Link](https://x.com/ZynxBTC/status/1994775105604395101)  2025-11-29T14:27Z 9534 followers, 31.2K engagements


"If you're like me and just want to trade the Prefs for capital gains these are the key levels for me: STRF below $XXX. STRC below $XX. STRD below $XX. STRK is different and I prefer the above X for this trade. I will ride them until they get close to par. Rinse and repeat"  
[X Link](https://x.com/ZynxBTC/status/1994783318743626174)  2025-11-29T14:59Z 9506 followers, 14.5K engagements


"Great question. $STRF will go to $XXX because at that price it gives you an effective yield of 5%. Base rates are now on the decline. Over the next few years the FED rate will be 2-3%. You will not be able to get X% yields from US Treasuries. Investors will then rotate back into better yielding assets with STRF becoming one of the highest quality yields in the world. STRF is Strategy's senior-most perpetual preferred stock. It has a BTC rating of 6.2x. STRF also has governance rights and dividend rate step-up penalties in the event of missed dividend payments. Essentially it's almost"  
[X Link](https://x.com/ZynxBTC/status/1994825215944049062)  2025-11-29T17:46Z 9526 followers, 11.1K engagements


"@theretailbull Of course your entry matters but as you said. STRD wins. To be honest I'll likely never hold STRK"  
[X Link](https://x.com/ZynxBTC/status/1994850221709562189)  2025-11-29T19:25Z 9512 followers, XXX engagements


"I get the logic but the convertibility is the product with STRK. Strip that out and you're left with a slightly lower-yielding STRD at a premium. If I want the yield STRD gives me more juice and better upside to par. If I want equity upside I'll just own MSTR directly. STRK is the in-between and I don't like in-betweens in a high conviction setup. I will say though it entirely depends on your entry too. like STRD at $XX was insane value"  
[X Link](https://x.com/ZynxBTC/status/1994858181596483907)  2025-11-29T19:57Z 9511 followers, 1368 engagements


"@theretailbull I'm not sure the market will always recognise this though. STRD is very easy to understand and has a smoother path to recovery. I agree that in that scenario you mentioned the maths checks out. I got STRD at $XX though"  
[X Link](https://x.com/ZynxBTC/status/1994858763858448471)  2025-11-29T19:59Z 9506 followers, XX engagements


"@DrBitcoinM50862 @ourgoodlifeuk @Matt51459838 Long time no speak Doc but you're spot on here. STRD for all sense and purposes is just a better STRF in my opinion. no chance they are not going to pay it. If it ever gets to that point then the whole operation is under threat anyway"  
[X Link](https://x.com/ZynxBTC/status/1994884479987720377)  2025-11-29T21:41Z 9512 followers, XXX engagements


"@ourgoodlifeuk @DrBitcoinM50862 @Matt51459838 Definitely defaulting. You can only default once. You can always rebuy the Bitocin"  
[X Link](https://x.com/ZynxBTC/status/1994889507481817594)  2025-11-29T22:01Z 9498 followers, XXX engagements


"@Matt51459838 @ourgoodlifeuk @DrBitcoinM50862 As Doc put it the sole purpose for STRD existing is for "the non-cumulative clause is to forcibly make it junk to help differentiate from STRF and structure the yield curve". They will not default on STRD or it's over for the Prefs"  
[X Link](https://x.com/ZynxBTC/status/1994897564278100100)  2025-11-29T22:33Z 9511 followers, XXX engagements


"Called it. This is fantastic news for Strategy shareholders. Strategy are more credit-worthy than most Nation States in the world. The trolls will need to find some new FUD to engagement farm with. Bullish"  
[X Link](https://x.com/ZynxBTC/status/1995487827027726473)  2025-12-01T13:39Z 9512 followers, 15.2K engagements


"I cannot understate how important today's announcements are for the Preferreds. $STRC is now at XXXXX% and the USD cash reserves just massively de-risked all of these products. As FED lowers rates. oh man. Expecting $STRD $STRF $STRK to perform amazingly. What a day"  
[X Link](https://x.com/ZynxBTC/status/1995496203103174865)  2025-12-01T14:12Z 9511 followers, 2990 engagements


"If you like money you're going to want to read and understand this post very carefully. I have been banging on about the Preferreds for good reasonand after todays announcement they are substantially de-risked. Saylor has kept X years worth of cash to significantly improve the credit-worthiness of these products yet the market hasn't reacted. $STRD is currently paying a XXXXX% yield and is trading at $XXXXX what a bargain. $STRF is the highest in the capital stack and is essentially bulletproof paying 9.41%. $STRC is giving you a monthly effective yield of XXXXX% after Strategy increased the"  
[X Link](https://x.com/ZynxBTC/status/1995577805698957376)  2025-12-01T19:36Z 9514 followers, 29.6K engagements


"Bitcoin is now almost XX% down from its all time high against Gold. It has been in a bear market for pretty much all of 2025. Bitcoin is down XX% over XX months against Gold and would need a XX% increase just to surpass its previous all-time high. This means Bitcoin needs to go to $170k before we can say that we are in a true bull market. Don't let USD debasement fool you"  
[X Link](https://x.com/ZynxBTC/status/1995586060210798713)  2025-12-01T20:09Z 9523 followers, 27.8K engagements


"With the announcement of Strategy's $1.44bn USD reserve this $STRD trade gets even better. I'm expecting STRD to easily trade back up to par within the next XX months with the FED cutting rates. I will likely close my position between $95-100 for a XX% gain. Easy wins"  
[X Link](https://x.com/ZynxBTC/status/1995867502384136389)  2025-12-02T14:47Z 9522 followers, 7464 engagements


"@TerriTortuguero @Strategy @BenWerkman @AdamBLiv @StrategyMaxi @zaidq1818 @saylor Yes I've been calling this trade since $65"  
[X Link](https://x.com/ZynxBTC/status/1995869492069765254)  2025-12-02T14:55Z 9509 followers, XXX engagements


"This is why you don't FOMO into positions. Everyone was selling their Strategy and Metaplanet to rotate into the Miners/AI plays. Buying IREN which just 10x'd after selling a stock that went down XX% and to X mNAV is how you lose money. Funnily enough might be a good entry now that no one is talking about it anymore"  
[X Link](https://x.com/ZynxBTC/status/1995974450358137149)  2025-12-02T21:52Z 9525 followers, 12.2K engagements


"Smarter Web is currently trading at XXXX mNAV. I think the market is undervaluing the company given that the roadmap for the next XX months looks incredibly bright. There's a real possibility that Smarter Web could be included in the FTSE XXX before Strategy is included in the S&P XXX. This is because inclusion for the FTSE indices are criteria based as opposed to the political process in the US. Would be amazing if we could get a "Smarter STRC" at some point too I think demand would be high. Quietly optimistic on $SWC / $TSWCF at these price levels"  
[X Link](https://x.com/ZynxBTC/status/1996219489856143860)  2025-12-03T14:06Z 9532 followers, 5670 engagements


"Like with Strategy Smarter Web will have to build the UK market. No problem it's about education. Why would STRD or STRF be better than STRC Not sure what you mean by pegging STRC A Smarter STRC would work our yields are similar to the US market. I also expect rates to lower in the UK over the next 12-24 months"  
[X Link](https://x.com/ZynxBTC/status/1996222002365874501)  2025-12-03T14:16Z 9514 followers, XXX engagements


"I am getting close to closing my STRC trade perhaps today. This has genuinely been the easiest money I have ever made and I get to support Saylor and Strategy whilst doing it. Every time $STRC trades $XX I will buy and pocket the capital gain as it trades back up to par"  
[X Link](https://x.com/ZynxBTC/status/1996228804394557443)  2025-12-03T14:43Z 9531 followers, 54.6K engagements


"Correct. The Prefs are not really for Bitcoiners. That being said I do trade them as there is fantastic opportunity to basically sit in a trade that's paying you a yield + has significant capital gains. For example I'm sitting in a $XX STRD entry which will be giving me XXXX% every quarter until I sell (which I most likely will at $95). These arb opportunities will die down eventually"  
[X Link](https://x.com/ZynxBTC/status/1996267106321535137)  2025-12-03T17:15Z 9514 followers, XXX engagements


"@MSTR_Today Why would market sentiment drive STRF forward and not STRD Cap gain depends on your entry but it's very easily possible for STRD to have more Cap gains. Most likely it'll roughly be the same or even higher for STRD"  
[X Link](https://x.com/ZynxBTC/status/1996276214538105095)  2025-12-03T17:51Z 9514 followers, XXX engagements


"This is one of the coolest images ever created in the history of Capital Markets. If you can truly understand this you are in the top XXXX% worldwide in terms of understanding Bitcoin Credit. I like your odds of financial success. Just look at it and marvel"  
[X Link](https://x.com/ZynxBTC/status/1996284077972787440)  2025-12-03T18:23Z 9520 followers, 33K engagements


"@ichlassdesmaso I just disagree with it playing out like that. STRD will not be at XX and STRF at 140"  
[X Link](https://x.com/ZynxBTC/status/1996284978238308723)  2025-12-03T18:26Z 9514 followers, XXX engagements


"If Bitcoin does win 2026 I hope you all remember the trolls and naysayers who laughed at us all year long. This year on X has shown me just how many people get a kick out of watching others lose. We have accounts dedicated towards praying for the demise of Saylor and MSTR. I hope you've kept the receipts"  
[X Link](https://x.com/ZynxBTC/status/1996292530342866972)  2025-12-03T18:56Z 9531 followers, 8590 engagements


"@HodlMagoo It confirms that you don't understand what's going on here. It's fine to be a perma Strategy bear no problem but what the fuck have you done to sit on such a high horse Exactly"  
[X Link](https://x.com/ZynxBTC/status/1996348179852484755)  2025-12-03T22:37Z 9520 followers, 1061 engagements


"Decide what type of Bitcoiner you want to be. A) Be optimistic about the future and hope that Bitcoin will make the world a better place. B) Be pessimistic about the future and hope that Bitcoin will allow you rule over the ashes. Unfortunately there are some who want to watch the world burn. Life is much better when you choose to be positive. Bitcoin is hope"  
[X Link](https://x.com/ZynxBTC/status/1996364097030414780)  2025-12-03T23:41Z 9528 followers, 3308 engagements


"I have concluded that BTC/XAU is the single most important indicator when looking at MSTR price performance and mNAV premiums. The correlation is almost absolute. The two key periods I have highlighted in these charts are March 2024 and Nov/Dec 2024 but the correlation extends back to the 2021 Bitcoin bull market as well. The first chart shows the performance of Bitcoin when denominated in Gold. You will see that BTC/XAU had local highs in March and then EOY 2024. Notice that since the end of 2024 BTC/XAU has been on a downtrend. We have not seen the same expansion in the mNAV premium or"  
[X Link](https://x.com/ZynxBTC/status/1996606072245678080)  2025-12-04T15:42Z 9493 followers, 20K engagements


"More lies. The $MSTR FUD is getting out of hand. On Strategy's homepage the information is there they do not have to sell Bitcoin. "BTC Years of Dividend Coverage = 74.4" "$1.44bn in USD reserve" = XX months of divs. This is very lazy reporting and you should be ashamed"  
[X Link](https://x.com/ZynxBTC/status/1996695002198523936)  2025-12-04T21:35Z 9527 followers, 20.6K engagements


"Woke up feeling really positive about the future of Bitcoin. Not only is it the best money and asset ever created in the history of mankind it is also the most moral mission. Very seldom do we get the opportunity to enrich ourselves whilst changing the world for the better"  
[X Link](https://x.com/ZynxBTC/status/1996837878140449040)  2025-12-05T07:03Z 9532 followers, 3711 engagements


"This is really not ideal for Saylor and Strategy. Whilst it's not the end of the world this would be painful in the short-term. I'm the biggest MSTR bull but it's obvious that MSCI exclusion is not ideal. I am still not expecting them to exclude MSTR but the prediction markets have it at a XX% chance right now. We will have to wait until January 15th 2026 for an official decision. Perhaps it is already priced in either way I'm not selling and still bullish for the future"  
[X Link](https://x.com/ZynxBTC/status/1996950468820345162)  2025-12-05T14:31Z 9530 followers, 21.4K engagements


"Without Preferreds they are dead in the water for the most part. After MSTR the risk drops off a cliff. After Metaplanet and potentially now Strive you're in super high risk territory. After SWC and Capital B I wouldn't even bother. I am hopeful the last X can get to 5000-10000 Bitcoin respectively to issue fixed income products but of course the risk is there. "Bitcoin Treasury Companies" are XX% useless"  
[X Link](https://x.com/ZynxBTC/status/1996954450288681066)  2025-12-05T14:46Z 9514 followers, 2928 engagements


"The problem with companies like LQWD is that they earn tiny amounts of Bitcoin that doesn't warrant a mNAV premium. The only interesting thing about these companies is their ability to stack as much Bitcoin as possible and then issue digital credit. Much better normal operating businesses out there to invest in otherwise"  
[X Link](https://x.com/ZynxBTC/status/1996989709277343785)  2025-12-05T17:07Z 9499 followers, XXX engagements


"The XX month performance for Bitcoin/XAU is the reason why MSTR/USD has also been terrible. Bitcoin/XAU = -XXXXX% MSTR/USD = -XXXXX% The Bitcoin XX month performance in USD is deceiving at -13.57%. Bitcoin needs to start showing strength against Gold or the pain continues"  
[X Link](https://x.com/ZynxBTC/status/1997002244542062759)  2025-12-05T17:56Z 9496 followers, 3197 engagements


"Just want to make it clear that even in a "max pain" scenario I'd still be buying Bitcoin regardless. I am a Bitcoiner for ideological reasons not just number go up. Being your own bank being a Sovereign Individual is very important to me. I will always be buying Bitcoin as long as the network remains functional and uncompromised. And FWIW I am hoping and expecting for Bitcoin to have an amazing 2026"  
[X Link](https://x.com/ZynxBTC/status/1997087009345524089)  2025-12-05T23:33Z 9496 followers, 6349 engagements


"I'm excited to see what Twenty One do. Jack Mallers has spoken very confidently about their ambitions to catch Saylor and Strategy. I think this unlikely but if anyone has a chance it's them. Backers include: -Cantor Fitzgerald (primary bond dealer to the Fed). -SoftBank. -Tether. -Bitfinex. They are currently 606486 Bitcoin behind $MSTR. Like I said I'm not expecting them to catch Strategy but they've assembled the avengers. I also like the fact that they have established proof of reserves which I believe should be industry standard. FYI I am not an investor currently but this should be good"  
[X Link](https://x.com/ZynxBTC/status/1997680802444812457)  2025-12-07T14:53Z 9531 followers, 7697 engagements


"@ichlassdesmaso No chance STRF will go to $XXX and STRD stays at $XX. Impossible"  
[X Link](https://x.com/ZynxBTC/status/1998122094652260423)  2025-12-08T20:06Z 9532 followers, XX engagements


"Remember the B HODL ruse I was warning everyone about in the middle of September Today it registered just XX trades and less than 25k in trading volume 🤡 The UK Bitcoiner scene has been hijacked by charlatans. THEY DO NOT REPRESENT THE UK. Even if they claim to"  
[X Link](https://x.com/ZynxBTC/status/1998477257438834874)  2025-12-09T19:38Z 9530 followers, XX engagements


"Exactly X months later and I believe the time is nigh. Honestly the Smarter Web journey has been incredible when you think about it. The London Stock Exchange will be the start of its ascent to the UK's Premier Index the FTSE XXX. Humbled to be a part of this from the start"  
[X Link](https://x.com/ZynxBTC/status/1997713517080920183)  2025-12-07T17:03Z 9549 followers, 5773 engagements


"It does amaze me that some people seem to be upset that I'm a perma Bitcoin bull. Believing Bitcoin is going to $10mil a coin but bearish on MSTR is starting to become very irrational. The more Bitcoin Strategy stack the more irrational it becomes. I mean BTC is in my name. I will never be bearish on Bitcoin long term. They will never stop printing money. I also believe the companies that are accumulating the most Bitcoin will do very well. To not do so is cognitive dissonance. Simple"  
[X Link](https://x.com/ZynxBTC/status/1997830665169957071)  2025-12-08T00:48Z 9549 followers, 6276 engagements


"These yields will all be much lower this time next year. The Strategy Preferreds are going to truly blossom in a low interest rate environment. It's going to be a key story of 2026. the maturation of the best fixed income products in the world - backed by Bitcoin. ullish"  
[X Link](https://x.com/ZynxBTC/status/1998416055287636075)  2025-12-09T15:34Z 9549 followers, 2253 engagements


"@zaidq1818 The first rate cut of many coming over the next XX months :)"  
[X Link](https://x.com/ZynxBTC/status/1998418127395365186)  2025-12-09T15:43Z 9549 followers, XX engagements


"mNAV expansion for $MSTR is on its way. What people don't realise about Strategy is that next year they are going to have so many levers to pull. There will be an avalanche of capital flowing towards the Preferreds - STRC/STRF/STRD/STRK. With interest rates coming down demand from yield-seeking capital will find its way to these products that pay juicy yields and are extremely well collateralised. All X will be ATM'd to buy more Bitcoin. $35mil was raised from STRD alone last week. Then with Bitcoin recovering against Gold the common stock will start to fly as exuberance enters the market and"  
[X Link](https://x.com/ZynxBTC/status/1998437125918695527)  2025-12-09T16:58Z 9549 followers, 19.4K engagements


"It appears the main driver of STRC price right now is Bitcoin performance. Looks like the increase to XXXXX% yield did nothing. It will take the market some time to have trust in these products. Up to XX% we go"  
[X Link](https://x.com/ZynxBTC/status/1996978443108409654)  2025-12-05T16:22Z 9549 followers, 6102 engagements


"Max pain will be Bitcoin staying flat for all of 2026 whilst the Nasdaq has another XX% year. The level of capitulation from Bitcoiners on here will be like what we've never seen before. Bitcoin going down is fine but when other assets are performing at the same time Pain"  
[X Link](https://x.com/ZynxBTC/status/1996986719690711110)  2025-12-05T16:55Z 9549 followers, 23.7K engagements


"What the actual f*** Imagine being bearish on Strategy. Just casually spending X billion dollars on Bitcoin in a single week. We are witnessing history. $MSTR will be the bank of the world"  
[X Link](https://x.com/ZynxBTC/status/1998018249326231957)  2025-12-08T13:14Z 9549 followers, 51.1K engagements


"There's a reason why Saylor is buying $X billion worth of Bitcoin in a single week. He knows the banks and Sovereign Wealth Funds are coming. He knows Bitcoin is going to $X million a coin"  
[X Link](https://x.com/ZynxBTC/status/1998479564809580702)  2025-12-09T19:47Z 9549 followers, 8053 engagements