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# ![@_Adrian Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::99328846.png) @_Adrian Adrian

MicroStrategy ($MSTR) and related stocks have been experiencing significant activity. The company's ATM (at-the-market) equity offerings have been a topic of discussion, with some analysts arguing that they have no statistically significant impact on the stock's price action. Meanwhile, MicroStrategy has been acquiring more Bitcoin, now holding XXXXXXX BTC, and has also been issuing preferred stock, including a new euro-denominated preferred offering.

### Engagements: XXXXXX [#](/creator/twitter::99328846/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::99328846/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +127%
- X Months XXXXXXXXXX +50%
- X Year XXXXXXXXXX +237%

### Mentions: XX [#](/creator/twitter::99328846/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::99328846/c:line/m:posts_active.svg)

- X Week XXX +10%
- X Month XXX +5%
- X Months XXXXX +98%
- X Year XXXXX +72%

### Followers: XXXXXX [#](/creator/twitter::99328846/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::99328846/c:line/m:followers.svg)

- X Week XXXXXX +0.33%
- X Month XXXXXX +5.40%
- X Months XXXXXX +19%
- X Year XXXXXX +49%

### CreatorRank: XXXXXXX [#](/creator/twitter::99328846/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::99328846/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #720 [stocks](/list/stocks)  #2774 [finance](/list/finance)  XXXXX% [currencies](/list/currencies)  XXXX% [countries](/list/countries)  XXXX% [gaming](/list/gaming)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$mstr](/topic/$mstr) #16, [$btc](/topic/$btc) #121, [$strc](/topic/$strc) #7, [bitcoin](/topic/bitcoin) #531, [$strf](/topic/$strf) #6, [$strd](/topic/$strd) #7, [$strk](/topic/$strk) #6, [mstr](/topic/mstr) #95, [fud](/topic/fud) #55, [strk](/topic/strk) #6

**Top accounts mentioned or mentioned by**
[@strategy](/creator/undefined) [@saylor](/creator/undefined) [@z06z07](/creator/undefined) [@zynxbtc](/creator/undefined) [@grok](/creator/undefined) [@critterdude](/creator/undefined) [@draptorsbackup](/creator/undefined) [@zerealityfabric](/creator/undefined) [@benwerkman](/creator/undefined) [@danainhawaii](/creator/undefined) [@matt51459838](/creator/undefined) [@mrx007028859768](/creator/undefined) [@adambliv](/creator/undefined) [@strive](/creator/undefined) [@thebtctherapist](/creator/undefined) [@bitcoinmagazine](/creator/undefined) [@bitskint](/creator/undefined) [@gonzalosykora](/creator/undefined) [@dumbmooney62](/creator/undefined) [@mstr_today](/creator/undefined)

**Top assets mentioned**
[Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/$btc) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [Strike (STRK)](/topic/$strk) [Morgan Stanley (MS)](/topic/morgan-stanley) [iShares BTC Trust (IBIT)](/topic/$ibit) [Msci Inc (MSCI)](/topic/$msci) [Strive, Inc. (ASST)](/topic/$asst) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Equinix Inc (EQIX)](/topic/$eqix) [American Tower Corp (AMT)](/topic/$amt) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [BlackRock Inc (BLK)](/topic/blackrock) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts
Top posts by engagements in the last XX hours

"While we were carving turkey everyone missed the S&P XXX passed over $MSTR again - This time for SanDisk. That's two exclusions in three months despite meeting all criteria. MSCI threatening removal. JP Morgan scheming behind the scenes. S&P refusing entry. See a pattern Link:"  
[X Link](https://x.com/_Adrian/status/1994413194165797352)  2025-11-28T14:28Z 31.4K followers, 73.3K engagements


"EVEN MORE LAYERS TO THE $MSTR HIT JOB MSCI is deciding whether to delist $MSTR and XX other Bitcoin treasury companies from its indices. Here's who's making that call: Chairman/CEO Henry Fernandez: XX years at Morgan Stanley Director Linda Riefler: XX years at Morgan Stanley MSCI was literally spun off from Morgan Stanley in 2007. The M in MSCI stands for Morgan Stanley. Morgan Stanley is now launching its own competing $IBIT products. They kept the name kept the insiders but they have no connections to Morgan Stanley Im sure the XX% digital asset rule is totally objective. Here are all 39"  
[X Link](https://x.com/_Adrian/status/1994899901961126166)  2025-11-29T22:42Z 31.4K followers, 89.2K engagements


"$MSTR ATM COMPLAINTS BACK IN FORCE X. mNAV guidance was clarified move on. X. The ATM is a function of price it doesn't drive price"  
[X Link](https://x.com/_Adrian/status/1998038706616504656)  2025-12-08T14:35Z 31.4K followers, 15.6K engagements


"PROOF of coordinated FUD against $MSTR I said it feels manufactured. Here is the smoking gun. Look at the source date on the "news" they are using to panic you today. October 10th. This document has been public for XX days. The market ignored it for X weeks. Now suddenly after several red days in November JP Morgan dug it up to FUD fears of "de-listing risk" They recycled an expired story to accelerate a sell-off. This isn't news. It's a coordinated hit"  
[X Link](https://x.com/_Adrian/status/1991951871033139474)  2025-11-21T19:28Z 31.4K followers, 573.2K engagements


"The @Strategy Cash Dividend Declaration: Payable 12-31 $STRK $STRF $STRD $STRC $STRE"  
[X Link](https://x.com/_Adrian/status/1995571414292906439)  2025-12-01T19:11Z 31.4K followers, 15.2K engagements


"$MSTR $STRK $STRF $STRD $STRC $STRE: Very Happy Monday and Good Morning everyone it's Cornday. @Strategy has acquired a MASSIVE 10624 $BTC & now HODL 660624 $BTC. This $BTC purchase was made via the $MSTR $STRD ATM Equity Offerings. Link:"  
[X Link](https://x.com/_Adrian/status/1998018091515830608)  2025-12-08T13:13Z 31.4K followers, 31.5K engagements


"@AdamBLiv I know a lot of it comes from paid actors and bots. But there are a few accounts where I cant help but think: why Simplest explanation is likely the best engagement"  
[X Link](https://x.com/_Adrian/status/1998450314886918180)  2025-12-09T17:50Z 31.4K followers, XXX engagements


"$SMLR $ASST: Watch @natbrunell sit down with Matt Cole & Eric Semler to walk through the acquisition of Semler Scientific by @strive. A must watch:"  
[X Link](https://x.com/_Adrian/status/1970536189016109501)  2025-09-23T17:10Z 31.4K followers, 23K engagements


"Ok $444K here we come right Sometimes the timelines get a little blurry"  
[X Link](https://x.com/_Adrian/status/1987663610659877308)  2025-11-09T23:28Z 31.4K followers, 12.7K engagements


"Here's the thing with that the BTC Miners are HPC AI and BTC. They are competing for the same "market attention" and similar pools of capital. To try what you are suggesting I'd have to go after I dunno $EQIX or some others like $DLR $AMT right But at that point I'm not following a methodology and modeling thesis I'm "looking" for things"  
[X Link](https://x.com/_Adrian/status/1988328645543555515)  2025-11-11T19:31Z 31.4K followers, XX engagements


"Strategy Preferred Offering Trading Volume: As of 11-14-2025 The Dollar Trading Volume of $STRK $STRF $STRD $STRC was $1186175069 last week a week over week increase of XX% (Calc based on the Typical Price for each Equity)"  
[X Link](https://x.com/_Adrian/status/1990149429169668423)  2025-11-16T20:06Z 31.4K followers, 31.6K engagements


"$MSTR $STRK $STRF $STRD $STRC $STRE: Very Happy Monday and Good Morning everyone it's Cornday. @Strategy has acquired a MASSIVE 8178 $BTC and now HODL 649870 $BTC. This $BTC purchase was made via the $STRE IPO and the $STRC $STRF $STRK ATM Equity Offerings. Link:"  
[X Link](https://x.com/_Adrian/status/1990412611205444036)  2025-11-17T13:32Z 31.4K followers, 36.7K engagements


"MANUFACTURING $MSTR PANIC The $BTC $MSTR FUD bots and engagement farmers are clocking serious overtime today. If you think this wave of fear mongering is organic you are being played"  
[X Link](https://x.com/_Adrian/status/1991780653898297533)  2025-11-21T08:08Z 31.4K followers, 113.9K engagements


"UPDATE: They think we aren't paying attention The narrative is that $MSTR is at risk of being delisted from the MSCI Index. Let's pull back the curtain. Who actually owns MSCI Inc. (The company deciding on the delisting) Four of the top Shareholders of $MSCI: X. Vanguard Group X. BlackRock X. State Street X. Morgan Stanley Four of the top Shareholders of $MSTR: X. Vanguard Group X. BlackRock X. State Street X. Morgan Stanley Do you really think they are going to let their left hand chop off their right hand It's theater. Do not let them scare you out of your position"  
[X Link](https://x.com/_Adrian/status/1991833493253546416)  2025-11-21T11:38Z 31.4K followers, 45.8K engagements


"@coinbureau This is due to portfolio rebalancing this isn't "offloading". Stop spreading FUD with no evidence or context"  
[X Link](https://x.com/_Adrian/status/1992878218827989071)  2025-11-24T08:49Z 31.4K followers, 2752 engagements


"JP MORGAN HAS BEEN MANIPULATING THE MARKET AGAINST $MSTR FOR MONTHS The MSCI FUD is just the latest narrative they have spun up If you have been binge watching StrangerThings5 or recovering from Thanksgiving you missed the most obvious market manipulation of 2025. I tracked the dates. I found the smoking gun. Here is the full breakdown of the JPM MSCI Hit Job before the markets reopen"  
[X Link](https://x.com/_Adrian/status/1994392039526707665)  2025-11-28T13:04Z 31.4K followers, 44.1K engagements


"The playbook isn't complicated: push a narrative let sentiment bots scrape it algos trade on the signal. Institutional coordination meets market microstructure. @saylor warned about this - Bots and coordinated narratives designed to manipulate sentiment. Now we're seeing exactly who's behind the curtain"  
[X Link](https://x.com/_Adrian/status/1994398245536280811)  2025-11-28T13:29Z 31.4K followers, 1777 engagements


"Article from @BitcoinMagazine on the MSCI proposal and why the fear-mongering doesnt match the math. Work from myself and @PunterJeff cited in the piece. Link:"  
[X Link](https://x.com/_Adrian/status/1994537265201381846)  2025-11-28T22:41Z 31.4K followers, 25.4K engagements


"$MSTR: Good Morning everyone it's (Green) Dotday"  
[X Link](https://x.com/_Adrian/status/1995122989579284687)  2025-11-30T13:29Z 31.4K followers, 116.9K engagements


"$MSTR: WHAT DO THE GREEN DOTS MEAN - A USD Cash Reserve. Shout Out to @Z06Z07 for calling it correctly"  
[X Link](https://x.com/_Adrian/status/1995481179219517467)  2025-12-01T13:12Z 31.4K followers, 71.8K engagements


"ATTENTION ALL $MSTR FUD-ers Establishing a cash reserve to pay dividends shows that @Strategy can adapt. @saylor has shown that he can adapt. Them having the ability to change their approach is a sign of intelligent management. Not a failing model. Not a "Ponzi". If you don't like what they are doing (or don't get it) that's cool. But the narratives flying around are intellectually lazy and read more like engagement farming or sour grapes than actual analysis. Thank you for your attention to this matter"  
[X Link](https://x.com/_Adrian/status/1995863764835659828)  2025-12-02T14:32Z 31.4K followers, 17.4K engagements


"Maybe the Market likes the $MSTR Dividend Reserve"  
[X Link](https://x.com/_Adrian/status/1995909009698926988)  2025-12-02T17:32Z 31.4K followers, 18.1K engagements


"PSA TO EVERYONE DISMISSING THE JP MORGAN $MSTR FTD ISSUE: JP Morgan being able to lend your shares does not mean FTD (Failure to Deliver) is permitted. Yes JPM can lend shares from margin accounts. But lending requires the ability to recall those shares when needed. The persistent FTDs indicate shares werent returned when settlement was required. For an equity with over $X TRILLION in trading volume YTD. Clearly liquidity isnt the problem. So what is This should raise questions about their $MSTR positioning (they were dumping shares) and their intentions (stoking fear around MSCI delisting)."  
[X Link](https://x.com/_Adrian/status/1995965703841792302)  2025-12-02T21:18Z 31.4K followers, 15.1K engagements


"A USD RESERVE DOESN"T UNDERMINE THE $BTC THESIS. IT UNDERWRITES IT: Its not anti-Bitcoin. Its an evolution that makes the model scalable. Pre-funded cash for $STRK $STRF $STRD $STRC de-risks a debt-like stack"  
[X Link](https://x.com/_Adrian/status/1996261582863810695)  2025-12-03T16:53Z 31.4K followers, 5425 engagements


"People keep getting hung up on what a Strategy USD Reserve means in context of their Bitcoin thesis or what they can or can't technically do with the USD Reserve. IMO that's the wrong level of abstraction. $STRK $STRF $STRD $STRC may be labeled "equity" but they behave like long-term funding with ongoing obligations. With fixed payouts and sitting senior to the common holders mostly care about one thing: Will I keep getting paid through a $BTC bear cycle Once you view them as debt-like the constraint on scaling isn't just math or liquidity it's confidence. Do digital credit investors believe"  
[X Link](https://x.com/_Adrian/status/1996261585602613690)  2025-12-03T16:53Z 31.4K followers, 1009 engagements


"Shout out to the gentlemen of @AcropolisBTC for putting this concept in my head back on our pod from earlier this year"  
[X Link](https://x.com/_Adrian/status/1996319958452875514)  2025-12-03T20:45Z 31.4K followers, 4886 engagements


"THE POTENTIAL $MSCI DE-LISTING OF $MSTR IS LIKELY A NOTHING BURGER - AND PROBABLY ALREADY PRICED IN. I previously broke down the impact a de-listing would have on $MSTR given over $X TRILLION in trading volume YTD. @nickward from @BitcoinMagazine wrote a great article covering this. This post adds another critical datapoint: "Fifteen years of solid academic research show that index exclusions are rarely catastrophic. Price effects usually fade tend to be small and are driven by short-term liquidity rather than long-term fundamentals." More importantly: "The overused claim that 'passive funds"  
[X Link](https://x.com/_Adrian/status/1996612317904314789)  2025-12-04T16:07Z 31.4K followers, 14.4K engagements


"Everyone talks about $MSTY DRIP. Let's talk about $STRC DRIP powered by a $1.44B Reserve backstop. Using the recent 8K Cash Dividend Declaration I'll round DOWN to $0.88/share to allow for variability. 24-Month Assumptions (Starting with 1000 shares at $98): 1000 shares ➔ 1239 shares $880/mo ➔ $1080/mo $98K ➔ $121K Sure $MSTY has yield. But $STRC has stable yield with a pre-funded runway. Theres a difference"  
[X Link](https://x.com/_Adrian/status/1996649826164023608)  2025-12-04T18:36Z 31.4K followers, 10.4K engagements


"@DeItaone The engagement farming here is shameless and the broad misinformation here borders on deliberate"  
[X Link](https://x.com/_Adrian/status/1996686588831846790)  2025-12-04T21:02Z 31.4K followers, 1079 engagements


"MORE $MSTR "FORCED $BTC SALE" FUD: The Fear: "Strategy might have to sell BTC" The Reality: The $1.44B USD Reserve covers X years of obligations. No debt maturities until 2028. 650K $BTC are XXX% unencumbered The "slowed purchases" framing is a dishonest comparison using 2024 peak accumulation. Strategy has added 200K+ $BTC in 2025. The "$8.8B outflow" claim is sourced from JPMorgan. The same JPM that: 1) Dumped XX% of their MSTR holdings before stoking this fear 2) Raised margin requirements to XX% in July. 3) Is launching competing Bitcoin products 4) Inflated the $8.8B by assuming other"  
[X Link](https://x.com/_Adrian/status/1996700313324343339)  2025-12-04T21:57Z 31.4K followers, 10.7K engagements


"@Matt51459838 Yes they will Phong Le hinted as much. Which increases their perceived creditworthiness & decreases the perceived risk"  
[X Link](https://x.com/_Adrian/status/1996737220578091279)  2025-12-05T00:23Z 31.4K followers, XX engagements


"@BleacherReport Waiting for people to find a way to hate on this because it's LeBron"  
[X Link](https://x.com/_Adrian/status/1996777830307557762)  2025-12-05T03:05Z 31.4K followers, 20.1K engagements


"WHAT WILL THE EVOLUTION OF BITCOIN TREASURY COMPANIES LOOK LIKE Phase 1: Digital Capital Assets (2020 - 2025) Phase 2: Digital Credit Yield Generation Infrastructure (2025 - 2028) Phase 3: Digital Lending (2026 Onward) Expanding on the framework from @btc_overflow:"  
[X Link](https://x.com/_Adrian/status/1997071707992154577)  2025-12-05T22:32Z 31.4K followers, 6959 engagements


"In Phase X a cash-generating (or cash-idle) business redirects its treasury into $BTC. Strategy pioneered this in 2020 some characterizing this as an opportunistic play to rehabilitate dying equities or a pivot away from being a "zombie company. I prefer to frame it as a forward-looking expansion into Digital Capital. The vehicles may vary (operating company pivot SPAC etc.) but the thesis remains consistent: Digital Capital presents an opportunity for growth expansion into an emerging asset class"  
[X Link](https://x.com/_Adrian/status/1997071710110228916)  2025-12-05T22:32Z 31.4K followers, XXX engagements


"Phase X represents the defining evolution of the $BTC Treasury Model: Digital Credit. $STRK $STRF $STRD $STRC $STRE are new capital instruments backed by $BTC designed to fuel $BTC accumulation with each catering to different investor risk return profiles. These aren't traditional preferred offerings; they are purpose built BTC amplification vehicles. Other companies - $ASST $MTPLF - soon followed. A natural progression from the proliferation of digital credit was maintaining active cash reserves to cover dividend payments. Some frame this as capitulation or retreat when in reality it"  
[X Link](https://x.com/_Adrian/status/1997071712127799548)  2025-12-05T22:32Z 31.4K followers, XXX engagements


"Phase X presents the most structurally transformative growth opportunity. Strategy leadership has hinted at lending out portions of its 650000 $BTC stack a move that could generate yield sufficient to offset annual interest and dividend obligations without dilution. But the downstream effects extend beyond simple yield capture. Strategy entering lending isn't just about them and their position in the market. It's about creating the institutional infrastructure that makes $BTC backed finance fully legitimate. This would fundamentally transform Strategy's equity story from pure asset exposure"  
[X Link](https://x.com/_Adrian/status/1997071714568851833)  2025-12-05T22:32Z 31.4K followers, XXX engagements


"Very conservative assumptions of what $BTC Lending by $MSTR could look like at scale:"  
[X Link](https://x.com/_Adrian/status/1997071718733717823)  2025-12-05T22:32Z 31.4K followers, 1580 engagements


"@SJAHP1947 DM's and feed say otherwise"  
[X Link](https://x.com/_Adrian/status/1998039858292592986)  2025-12-08T14:39Z 31.4K followers, XXX engagements


"@MrX007028859768 @Strategy They never said they wouldnt that was what people on X either wanted to hear or wanted to spread. In fact from day one of the guidance and on the earnings call they said they would still use common ATM below 2.5x mNAV ".when otherwise deemed advantageous to the company""  
[X Link](https://x.com/_Adrian/status/1998040527732920349)  2025-12-08T14:42Z 31.4K followers, XX engagements


"@MrX007028859768 @Strategy From the SEC Filing the day of the announcement:"  
[X Link](https://x.com/_Adrian/status/1998042373772001605)  2025-12-08T14:49Z 31.4K followers, XXX engagements


"Actually the ATM had nothing to do with the short sellers. Net short and daily short positions are tied to market sentiment around the equity not any equity issuance. The more agressive shorters are the bond holders and market makers looking to get delta neutral. This ATM narrative is social media noise not market reality"  
[X Link](https://x.com/_Adrian/status/1998114290071691491)  2025-12-08T19:35Z 31.4K followers, XX engagements


"THE TIMELINE OF A HIT JOB MORE PROOF of a coordinated attack against $MSTR and Digital Asset Treasury Companies. They want you to think this delisting decision is organic. The timeline proves it is discriminatory theater. I went back and tracked the dates. This didn't start with MSCI. It started with a short seller a liquidity squeeze and an overreaction to Metaplanet. THE TIMELINE May 14: Jim Chanos announces his "Long $BTC Short $MSTR" trade; a blatant attempt to sway market sentiment. July 7: JP Morgan implements a firm wide margin hike on trading $MSTR (50% to 95%). Translation: They"  
[X Link](https://x.com/_Adrian/status/1992730178951495903)  2025-11-23T23:01Z 31.4K followers, 770.1K engagements


"JP MORGAN IS AFRAID OF $MSTR SUCCESS. THEY AREN'T PROTECTING YOU. THEY ARE PROTECTING THEIR DEPOSITS. Everyone is asking: "Why did JP Morgan target $MSTR" The answer is in this chart - The "Strategy Economy" is exploding. I've been tracking the volume on Strategy's Preferred Equities - $STRK $STRF $STRD $STRC. The Velocity: $XXX BILLION has flowed into these instruments in just XX weeks. The Scale: $XX BILLION of capital has flowed into the ecosystem since inception. The Fear: Trad-Fi banks live on deposits. They pay you X% to hold your cash while charging overdraft and transfer fees."  
[X Link](https://x.com/_Adrian/status/1993312319854813585)  2025-11-25T13:34Z 31.4K followers, 88.6K engagements


"THE TIMELINE OF THE $MSTR HIT JOB IS COMPLETE: It All Makes Sense Now JP Morgan and Morgan Stanley are launching leveraged $IBIT products. The Connection: Who is MSCI Morgan Stanley Capital International. The Play: The Index (MSCI) threatens to displace their competitors (MSTR/MTPLF etc) and the banks (MS & JPM) file products to capture displaced capital into IBIT. The UPDATED Timeline - May 14: Jim Chanos announces his "Long $BTC Short $MSTR" trade; a blatant attempt to sway market sentiment. July 7: JP Morgan implements a firm-wide margin hike on trading $MSTR (50% to 95%). Aug 29: JP"  
[X Link](https://x.com/_Adrian/status/1993664416227934407)  2025-11-26T12:53Z 31.4K followers, 598.5K engagements


"$MSTR: WHAT DO THE GREEN DOTS MEAN A few thoughts after comparing notes with @BenWerkman X. Share Buyback - Not likely timing would seem odd for either when they likely had to use common stock ATM for the $STRC dividend last week. Share Issuances with share buybacks is an odd narrative pairing. X. Highlighting Preferred only buys would also be unlikely given they've been buying exclusively via the prefs for weeks already. X. HOT TAKE: $BTC Acquisitions via Derivatives"  
[X Link](https://x.com/_Adrian/status/1995159544889303333)  2025-11-30T15:54Z 31.4K followers, 78.2K engagements


"Strategy Has Announced The Formation of a $1.44B USD Reserve. $BTC Holdings now at 650000"  
[X Link](https://x.com/_Adrian/status/1995483136583434280)  2025-12-01T13:20Z 31.4K followers, 30.7K engagements


"PSA TO $MSTR INVESTORS Have you ever thought about what it would cost to build another Strategy Lets use nice round numbers at $100K BTC: $65B minimum. That's years of accumulation in market conditions that no longer exist. mNAV measures premium to holdings. The replication cost measures the moat. One will oscillate. The other is permanent"  
[X Link](https://x.com/_Adrian/status/1996311972846211201)  2025-12-03T20:13Z 31.4K followers, 70K engagements


"FORBES Giving Coverage to the $MSCI DAT De-listing Fiasco:"  
[X Link](https://x.com/_Adrian/status/1996765035436347530)  2025-12-05T02:14Z 31.4K followers, 21.8K engagements


"The current state of $MSTR Reddit someone is telling me that the NASDAQ XXX is the MSCI Index. Lawd Jesus"  
[X Link](https://x.com/_Adrian/status/1997357732697977127)  2025-12-06T17:29Z 31.4K followers, 7737 engagements


"$MSTR $BTC $NVDA: NOW. WE PUMP"  
[X Link](https://x.com/_Adrian/status/1998157781355090134)  2025-12-08T22:28Z 31.4K followers, 8326 engagements


"$MSTR: THE RUBBER BAND EFFECT "MSTR is currently in a state of amplified downside volatility. However because the volatility ratio remains high. a reversal in market sentiment. and. BTC can result in a "snap back" that is just as violent as the drop. Amplification Leverage cuts both ways.""  
[X Link](https://x.com/_Adrian/status/1998461366680912293)  2025-12-09T18:34Z 31.4K followers, 9890 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.]

@_Adrian Avatar @_Adrian Adrian

MicroStrategy ($MSTR) and related stocks have been experiencing significant activity. The company's ATM (at-the-market) equity offerings have been a topic of discussion, with some analysts arguing that they have no statistically significant impact on the stock's price action. Meanwhile, MicroStrategy has been acquiring more Bitcoin, now holding XXXXXXX BTC, and has also been issuing preferred stock, including a new euro-denominated preferred offering.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXX +127%
  • X Months XXXXXXXXXX +50%
  • X Year XXXXXXXXXX +237%

Mentions: XX #

Mentions Line Chart

  • X Week XXX +10%
  • X Month XXX +5%
  • X Months XXXXX +98%
  • X Year XXXXX +72%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.33%
  • X Month XXXXXX +5.40%
  • X Months XXXXXX +19%
  • X Year XXXXXX +49%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies #720 stocks #2774 finance XXXXX% currencies XXXX% countries XXXX% gaming XXXX% automotive brands XXXX% exchanges XXXX% technology brands XXXX%

Social topic influence $mstr #16, $btc #121, $strc #7, bitcoin #531, $strf #6, $strd #7, $strk #6, mstr #95, fud #55, strk #6

Top accounts mentioned or mentioned by @strategy @saylor @z06z07 @zynxbtc @grok @critterdude @draptorsbackup @zerealityfabric @benwerkman @danainhawaii @matt51459838 @mrx007028859768 @adambliv @strive @thebtctherapist @bitcoinmagazine @bitskint @gonzalosykora @dumbmooney62 @mstr_today

Top assets mentioned Strategy (MSTR) Bitcoin (BTC) Strategy Incorporated (STRF) Stride (STRD) Strike (STRK) Morgan Stanley (MS) iShares BTC Trust (IBIT) Msci Inc (MSCI) Strive, Inc. (ASST) Semler Scientific, Inc. (SMLR) Equinix Inc (EQIX) American Tower Corp (AMT) Digital Realty Trust Inc (DLR) BlackRock Inc (BLK) Metaplanet Inc. (MTPLF) NVIDIA Corp. (NVDA)

Top Social Posts

Top posts by engagements in the last XX hours

"While we were carving turkey everyone missed the S&P XXX passed over $MSTR again - This time for SanDisk. That's two exclusions in three months despite meeting all criteria. MSCI threatening removal. JP Morgan scheming behind the scenes. S&P refusing entry. See a pattern Link:"
X Link 2025-11-28T14:28Z 31.4K followers, 73.3K engagements

"EVEN MORE LAYERS TO THE $MSTR HIT JOB MSCI is deciding whether to delist $MSTR and XX other Bitcoin treasury companies from its indices. Here's who's making that call: Chairman/CEO Henry Fernandez: XX years at Morgan Stanley Director Linda Riefler: XX years at Morgan Stanley MSCI was literally spun off from Morgan Stanley in 2007. The M in MSCI stands for Morgan Stanley. Morgan Stanley is now launching its own competing $IBIT products. They kept the name kept the insiders but they have no connections to Morgan Stanley Im sure the XX% digital asset rule is totally objective. Here are all 39"
X Link 2025-11-29T22:42Z 31.4K followers, 89.2K engagements

"$MSTR ATM COMPLAINTS BACK IN FORCE X. mNAV guidance was clarified move on. X. The ATM is a function of price it doesn't drive price"
X Link 2025-12-08T14:35Z 31.4K followers, 15.6K engagements

"PROOF of coordinated FUD against $MSTR I said it feels manufactured. Here is the smoking gun. Look at the source date on the "news" they are using to panic you today. October 10th. This document has been public for XX days. The market ignored it for X weeks. Now suddenly after several red days in November JP Morgan dug it up to FUD fears of "de-listing risk" They recycled an expired story to accelerate a sell-off. This isn't news. It's a coordinated hit"
X Link 2025-11-21T19:28Z 31.4K followers, 573.2K engagements

"The @Strategy Cash Dividend Declaration: Payable 12-31 $STRK $STRF $STRD $STRC $STRE"
X Link 2025-12-01T19:11Z 31.4K followers, 15.2K engagements

"$MSTR $STRK $STRF $STRD $STRC $STRE: Very Happy Monday and Good Morning everyone it's Cornday. @Strategy has acquired a MASSIVE 10624 $BTC & now HODL 660624 $BTC. This $BTC purchase was made via the $MSTR $STRD ATM Equity Offerings. Link:"
X Link 2025-12-08T13:13Z 31.4K followers, 31.5K engagements

"@AdamBLiv I know a lot of it comes from paid actors and bots. But there are a few accounts where I cant help but think: why Simplest explanation is likely the best engagement"
X Link 2025-12-09T17:50Z 31.4K followers, XXX engagements

"$SMLR $ASST: Watch @natbrunell sit down with Matt Cole & Eric Semler to walk through the acquisition of Semler Scientific by @strive. A must watch:"
X Link 2025-09-23T17:10Z 31.4K followers, 23K engagements

"Ok $444K here we come right Sometimes the timelines get a little blurry"
X Link 2025-11-09T23:28Z 31.4K followers, 12.7K engagements

"Here's the thing with that the BTC Miners are HPC AI and BTC. They are competing for the same "market attention" and similar pools of capital. To try what you are suggesting I'd have to go after I dunno $EQIX or some others like $DLR $AMT right But at that point I'm not following a methodology and modeling thesis I'm "looking" for things"
X Link 2025-11-11T19:31Z 31.4K followers, XX engagements

"Strategy Preferred Offering Trading Volume: As of 11-14-2025 The Dollar Trading Volume of $STRK $STRF $STRD $STRC was $1186175069 last week a week over week increase of XX% (Calc based on the Typical Price for each Equity)"
X Link 2025-11-16T20:06Z 31.4K followers, 31.6K engagements

"$MSTR $STRK $STRF $STRD $STRC $STRE: Very Happy Monday and Good Morning everyone it's Cornday. @Strategy has acquired a MASSIVE 8178 $BTC and now HODL 649870 $BTC. This $BTC purchase was made via the $STRE IPO and the $STRC $STRF $STRK ATM Equity Offerings. Link:"
X Link 2025-11-17T13:32Z 31.4K followers, 36.7K engagements

"MANUFACTURING $MSTR PANIC The $BTC $MSTR FUD bots and engagement farmers are clocking serious overtime today. If you think this wave of fear mongering is organic you are being played"
X Link 2025-11-21T08:08Z 31.4K followers, 113.9K engagements

"UPDATE: They think we aren't paying attention The narrative is that $MSTR is at risk of being delisted from the MSCI Index. Let's pull back the curtain. Who actually owns MSCI Inc. (The company deciding on the delisting) Four of the top Shareholders of $MSCI: X. Vanguard Group X. BlackRock X. State Street X. Morgan Stanley Four of the top Shareholders of $MSTR: X. Vanguard Group X. BlackRock X. State Street X. Morgan Stanley Do you really think they are going to let their left hand chop off their right hand It's theater. Do not let them scare you out of your position"
X Link 2025-11-21T11:38Z 31.4K followers, 45.8K engagements

"@coinbureau This is due to portfolio rebalancing this isn't "offloading". Stop spreading FUD with no evidence or context"
X Link 2025-11-24T08:49Z 31.4K followers, 2752 engagements

"JP MORGAN HAS BEEN MANIPULATING THE MARKET AGAINST $MSTR FOR MONTHS The MSCI FUD is just the latest narrative they have spun up If you have been binge watching StrangerThings5 or recovering from Thanksgiving you missed the most obvious market manipulation of 2025. I tracked the dates. I found the smoking gun. Here is the full breakdown of the JPM MSCI Hit Job before the markets reopen"
X Link 2025-11-28T13:04Z 31.4K followers, 44.1K engagements

"The playbook isn't complicated: push a narrative let sentiment bots scrape it algos trade on the signal. Institutional coordination meets market microstructure. @saylor warned about this - Bots and coordinated narratives designed to manipulate sentiment. Now we're seeing exactly who's behind the curtain"
X Link 2025-11-28T13:29Z 31.4K followers, 1777 engagements

"Article from @BitcoinMagazine on the MSCI proposal and why the fear-mongering doesnt match the math. Work from myself and @PunterJeff cited in the piece. Link:"
X Link 2025-11-28T22:41Z 31.4K followers, 25.4K engagements

"$MSTR: Good Morning everyone it's (Green) Dotday"
X Link 2025-11-30T13:29Z 31.4K followers, 116.9K engagements

"$MSTR: WHAT DO THE GREEN DOTS MEAN - A USD Cash Reserve. Shout Out to @Z06Z07 for calling it correctly"
X Link 2025-12-01T13:12Z 31.4K followers, 71.8K engagements

"ATTENTION ALL $MSTR FUD-ers Establishing a cash reserve to pay dividends shows that @Strategy can adapt. @saylor has shown that he can adapt. Them having the ability to change their approach is a sign of intelligent management. Not a failing model. Not a "Ponzi". If you don't like what they are doing (or don't get it) that's cool. But the narratives flying around are intellectually lazy and read more like engagement farming or sour grapes than actual analysis. Thank you for your attention to this matter"
X Link 2025-12-02T14:32Z 31.4K followers, 17.4K engagements

"Maybe the Market likes the $MSTR Dividend Reserve"
X Link 2025-12-02T17:32Z 31.4K followers, 18.1K engagements

"PSA TO EVERYONE DISMISSING THE JP MORGAN $MSTR FTD ISSUE: JP Morgan being able to lend your shares does not mean FTD (Failure to Deliver) is permitted. Yes JPM can lend shares from margin accounts. But lending requires the ability to recall those shares when needed. The persistent FTDs indicate shares werent returned when settlement was required. For an equity with over $X TRILLION in trading volume YTD. Clearly liquidity isnt the problem. So what is This should raise questions about their $MSTR positioning (they were dumping shares) and their intentions (stoking fear around MSCI delisting)."
X Link 2025-12-02T21:18Z 31.4K followers, 15.1K engagements

"A USD RESERVE DOESN"T UNDERMINE THE $BTC THESIS. IT UNDERWRITES IT: Its not anti-Bitcoin. Its an evolution that makes the model scalable. Pre-funded cash for $STRK $STRF $STRD $STRC de-risks a debt-like stack"
X Link 2025-12-03T16:53Z 31.4K followers, 5425 engagements

"People keep getting hung up on what a Strategy USD Reserve means in context of their Bitcoin thesis or what they can or can't technically do with the USD Reserve. IMO that's the wrong level of abstraction. $STRK $STRF $STRD $STRC may be labeled "equity" but they behave like long-term funding with ongoing obligations. With fixed payouts and sitting senior to the common holders mostly care about one thing: Will I keep getting paid through a $BTC bear cycle Once you view them as debt-like the constraint on scaling isn't just math or liquidity it's confidence. Do digital credit investors believe"
X Link 2025-12-03T16:53Z 31.4K followers, 1009 engagements

"Shout out to the gentlemen of @AcropolisBTC for putting this concept in my head back on our pod from earlier this year"
X Link 2025-12-03T20:45Z 31.4K followers, 4886 engagements

"THE POTENTIAL $MSCI DE-LISTING OF $MSTR IS LIKELY A NOTHING BURGER - AND PROBABLY ALREADY PRICED IN. I previously broke down the impact a de-listing would have on $MSTR given over $X TRILLION in trading volume YTD. @nickward from @BitcoinMagazine wrote a great article covering this. This post adds another critical datapoint: "Fifteen years of solid academic research show that index exclusions are rarely catastrophic. Price effects usually fade tend to be small and are driven by short-term liquidity rather than long-term fundamentals." More importantly: "The overused claim that 'passive funds"
X Link 2025-12-04T16:07Z 31.4K followers, 14.4K engagements

"Everyone talks about $MSTY DRIP. Let's talk about $STRC DRIP powered by a $1.44B Reserve backstop. Using the recent 8K Cash Dividend Declaration I'll round DOWN to $0.88/share to allow for variability. 24-Month Assumptions (Starting with 1000 shares at $98): 1000 shares ➔ 1239 shares $880/mo ➔ $1080/mo $98K ➔ $121K Sure $MSTY has yield. But $STRC has stable yield with a pre-funded runway. Theres a difference"
X Link 2025-12-04T18:36Z 31.4K followers, 10.4K engagements

"@DeItaone The engagement farming here is shameless and the broad misinformation here borders on deliberate"
X Link 2025-12-04T21:02Z 31.4K followers, 1079 engagements

"MORE $MSTR "FORCED $BTC SALE" FUD: The Fear: "Strategy might have to sell BTC" The Reality: The $1.44B USD Reserve covers X years of obligations. No debt maturities until 2028. 650K $BTC are XXX% unencumbered The "slowed purchases" framing is a dishonest comparison using 2024 peak accumulation. Strategy has added 200K+ $BTC in 2025. The "$8.8B outflow" claim is sourced from JPMorgan. The same JPM that: 1) Dumped XX% of their MSTR holdings before stoking this fear 2) Raised margin requirements to XX% in July. 3) Is launching competing Bitcoin products 4) Inflated the $8.8B by assuming other"
X Link 2025-12-04T21:57Z 31.4K followers, 10.7K engagements

"@Matt51459838 Yes they will Phong Le hinted as much. Which increases their perceived creditworthiness & decreases the perceived risk"
X Link 2025-12-05T00:23Z 31.4K followers, XX engagements

"@BleacherReport Waiting for people to find a way to hate on this because it's LeBron"
X Link 2025-12-05T03:05Z 31.4K followers, 20.1K engagements

"WHAT WILL THE EVOLUTION OF BITCOIN TREASURY COMPANIES LOOK LIKE Phase 1: Digital Capital Assets (2020 - 2025) Phase 2: Digital Credit Yield Generation Infrastructure (2025 - 2028) Phase 3: Digital Lending (2026 Onward) Expanding on the framework from @btc_overflow:"
X Link 2025-12-05T22:32Z 31.4K followers, 6959 engagements

"In Phase X a cash-generating (or cash-idle) business redirects its treasury into $BTC. Strategy pioneered this in 2020 some characterizing this as an opportunistic play to rehabilitate dying equities or a pivot away from being a "zombie company. I prefer to frame it as a forward-looking expansion into Digital Capital. The vehicles may vary (operating company pivot SPAC etc.) but the thesis remains consistent: Digital Capital presents an opportunity for growth expansion into an emerging asset class"
X Link 2025-12-05T22:32Z 31.4K followers, XXX engagements

"Phase X represents the defining evolution of the $BTC Treasury Model: Digital Credit. $STRK $STRF $STRD $STRC $STRE are new capital instruments backed by $BTC designed to fuel $BTC accumulation with each catering to different investor risk return profiles. These aren't traditional preferred offerings; they are purpose built BTC amplification vehicles. Other companies - $ASST $MTPLF - soon followed. A natural progression from the proliferation of digital credit was maintaining active cash reserves to cover dividend payments. Some frame this as capitulation or retreat when in reality it"
X Link 2025-12-05T22:32Z 31.4K followers, XXX engagements

"Phase X presents the most structurally transformative growth opportunity. Strategy leadership has hinted at lending out portions of its 650000 $BTC stack a move that could generate yield sufficient to offset annual interest and dividend obligations without dilution. But the downstream effects extend beyond simple yield capture. Strategy entering lending isn't just about them and their position in the market. It's about creating the institutional infrastructure that makes $BTC backed finance fully legitimate. This would fundamentally transform Strategy's equity story from pure asset exposure"
X Link 2025-12-05T22:32Z 31.4K followers, XXX engagements

"Very conservative assumptions of what $BTC Lending by $MSTR could look like at scale:"
X Link 2025-12-05T22:32Z 31.4K followers, 1580 engagements

"@SJAHP1947 DM's and feed say otherwise"
X Link 2025-12-08T14:39Z 31.4K followers, XXX engagements

"@MrX007028859768 @Strategy They never said they wouldnt that was what people on X either wanted to hear or wanted to spread. In fact from day one of the guidance and on the earnings call they said they would still use common ATM below 2.5x mNAV ".when otherwise deemed advantageous to the company""
X Link 2025-12-08T14:42Z 31.4K followers, XX engagements

"@MrX007028859768 @Strategy From the SEC Filing the day of the announcement:"
X Link 2025-12-08T14:49Z 31.4K followers, XXX engagements

"Actually the ATM had nothing to do with the short sellers. Net short and daily short positions are tied to market sentiment around the equity not any equity issuance. The more agressive shorters are the bond holders and market makers looking to get delta neutral. This ATM narrative is social media noise not market reality"
X Link 2025-12-08T19:35Z 31.4K followers, XX engagements

"THE TIMELINE OF A HIT JOB MORE PROOF of a coordinated attack against $MSTR and Digital Asset Treasury Companies. They want you to think this delisting decision is organic. The timeline proves it is discriminatory theater. I went back and tracked the dates. This didn't start with MSCI. It started with a short seller a liquidity squeeze and an overreaction to Metaplanet. THE TIMELINE May 14: Jim Chanos announces his "Long $BTC Short $MSTR" trade; a blatant attempt to sway market sentiment. July 7: JP Morgan implements a firm wide margin hike on trading $MSTR (50% to 95%). Translation: They"
X Link 2025-11-23T23:01Z 31.4K followers, 770.1K engagements

"JP MORGAN IS AFRAID OF $MSTR SUCCESS. THEY AREN'T PROTECTING YOU. THEY ARE PROTECTING THEIR DEPOSITS. Everyone is asking: "Why did JP Morgan target $MSTR" The answer is in this chart - The "Strategy Economy" is exploding. I've been tracking the volume on Strategy's Preferred Equities - $STRK $STRF $STRD $STRC. The Velocity: $XXX BILLION has flowed into these instruments in just XX weeks. The Scale: $XX BILLION of capital has flowed into the ecosystem since inception. The Fear: Trad-Fi banks live on deposits. They pay you X% to hold your cash while charging overdraft and transfer fees."
X Link 2025-11-25T13:34Z 31.4K followers, 88.6K engagements

"THE TIMELINE OF THE $MSTR HIT JOB IS COMPLETE: It All Makes Sense Now JP Morgan and Morgan Stanley are launching leveraged $IBIT products. The Connection: Who is MSCI Morgan Stanley Capital International. The Play: The Index (MSCI) threatens to displace their competitors (MSTR/MTPLF etc) and the banks (MS & JPM) file products to capture displaced capital into IBIT. The UPDATED Timeline - May 14: Jim Chanos announces his "Long $BTC Short $MSTR" trade; a blatant attempt to sway market sentiment. July 7: JP Morgan implements a firm-wide margin hike on trading $MSTR (50% to 95%). Aug 29: JP"
X Link 2025-11-26T12:53Z 31.4K followers, 598.5K engagements

"$MSTR: WHAT DO THE GREEN DOTS MEAN A few thoughts after comparing notes with @BenWerkman X. Share Buyback - Not likely timing would seem odd for either when they likely had to use common stock ATM for the $STRC dividend last week. Share Issuances with share buybacks is an odd narrative pairing. X. Highlighting Preferred only buys would also be unlikely given they've been buying exclusively via the prefs for weeks already. X. HOT TAKE: $BTC Acquisitions via Derivatives"
X Link 2025-11-30T15:54Z 31.4K followers, 78.2K engagements

"Strategy Has Announced The Formation of a $1.44B USD Reserve. $BTC Holdings now at 650000"
X Link 2025-12-01T13:20Z 31.4K followers, 30.7K engagements

"PSA TO $MSTR INVESTORS Have you ever thought about what it would cost to build another Strategy Lets use nice round numbers at $100K BTC: $65B minimum. That's years of accumulation in market conditions that no longer exist. mNAV measures premium to holdings. The replication cost measures the moat. One will oscillate. The other is permanent"
X Link 2025-12-03T20:13Z 31.4K followers, 70K engagements

"FORBES Giving Coverage to the $MSCI DAT De-listing Fiasco:"
X Link 2025-12-05T02:14Z 31.4K followers, 21.8K engagements

"The current state of $MSTR Reddit someone is telling me that the NASDAQ XXX is the MSCI Index. Lawd Jesus"
X Link 2025-12-06T17:29Z 31.4K followers, 7737 engagements

"$MSTR $BTC $NVDA: NOW. WE PUMP"
X Link 2025-12-08T22:28Z 31.4K followers, 8326 engagements

"$MSTR: THE RUBBER BAND EFFECT "MSTR is currently in a state of amplified downside volatility. However because the volatility ratio remains high. a reversal in market sentiment. and. BTC can result in a "snap back" that is just as violent as the drop. Amplification Leverage cuts both ways.""
X Link 2025-12-09T18:34Z 31.4K followers, 9890 engagements

@_Adrian
/creator/twitter::_Adrian