#  @JBerneburg Justin Justin posts on X about bitcoin, $mstr, saylor, money the most. They currently have [-------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::23588725/interactions)  - [--] Week [-----] -82% - [--] Month [-------] -33% - [--] Months [---------] -23% - [--] Year [---------] +47% ### Mentions: [--] [#](/creator/twitter::23588725/posts_active)  - [--] Week [--] -4.40% - [--] Month [--] +2.60% - [--] Months [---] +51% - [--] Year [---] +34% ### Followers: [-------] [#](/creator/twitter::23588725/followers)  - [--] Week [-----] -0.02% - [--] Month [-----] +0.31% - [--] Months [-----] +11% - [--] Year [-----] +59% ### CreatorRank: [---------] [#](/creator/twitter::23588725/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) [finance](/list/finance) [stocks](/list/stocks) [automotive brands](/list/automotive-brands) [technology brands](/list/technology-brands) [countries](/list/countries) [currencies](/list/currencies) [social networks](/list/social-networks) [exchanges](/list/exchanges) [travel destinations](/list/travel-destinations) **Social topic influence** [bitcoin](/topic/bitcoin) #4925, [$mstr](/topic/$mstr) #454, [saylor](/topic/saylor), [money](/topic/money), [balance sheet](/topic/balance-sheet), [mstr](/topic/mstr) #49, [fixed income](/topic/fixed-income), [investment](/topic/investment), [$strk](/topic/$strk) #37, [$strf](/topic/$strf) #12 **Top accounts mentioned or mentioned by** [@saylor](/creator/undefined) [@microstrategy](/creator/undefined) [@punterjeff](/creator/undefined) [@mstrtruenorth](/creator/undefined) [@strategy](/creator/undefined) [@timkotzman](/creator/undefined) [@nithusezni](/creator/undefined) [@hillerydan](/creator/undefined) [@prestonpysh](/creator/undefined) [@z06z07](/creator/undefined) [@werkman](/creator/undefined) [@benwerkman](/creator/undefined) [@saylors](/creator/undefined) [@natbrunell](/creator/undefined) [@microstrategys](/creator/undefined) [@adrian](/creator/undefined) [@tipnetwork](/creator/undefined) [@masonfoard](/creator/undefined) [@dylanleclair](/creator/undefined) [@saifedean](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Strike (STRK)](/topic/$strk) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [Bitvolt (VOLT)](/topic/bitvolt) [Microsoft Corp. (MSFT)](/topic/microsoft) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [BlackRock Inc (BLK)](/topic/blackrock) ### Top Social Posts Top posts by engagements in the last [--] hours "@hayleyinvests $MSTR" [X Link](https://x.com/JBerneburg/status/1788746264961581398) 2024-05-10T01:41Z [---] followers, [--] engagements "@Danny85732 Its a cheat code that requires patience and discipline. DCA into both of these over the next decade and you will find yourself in the 1%" [X Link](https://x.com/JBerneburg/status/1799202880840470975) 2024-06-07T22:12Z [---] followers, [----] engagements "@luke_broyles On the path to $200000 their new product roadmap will be gaining traction & they will have all of Wall Street and Retail jumping on their back. Its possible that they are top [--] in market cap. IMO its not a matter of if its when. They own 1% of digital manhattan. #MSTR" [X Link](https://x.com/JBerneburg/status/1799621287461187647) 2024-06-09T01:55Z [---] followers, [---] engagements "@abbasmohamed_uk @luke_broyles @MicroStrategy Totally agree. MSTR owns 1% of the energy that everyone on this planet will want before they know they want it. @saylor is writing history right in front of our eyes" [X Link](https://x.com/JBerneburg/status/1799635652474224740) 2024-06-09T02:52Z [---] followers, [--] engagements "@RobCochran1983 Whats your narrative for $MDT" [X Link](https://x.com/JBerneburg/status/1799780583733903730) 2024-06-09T12:28Z [---] followers, [--] engagements "Love your choice to bring on someone that is outside the traditional network of Bitcoin. Spreading Doms message is inspiring for blue collar America who needs their retirement protected against inflation. Well done ๐ @Beiwatch1 shout out to you for pushing your industry forward" [X Link](https://x.com/JBerneburg/status/1800573523561152533) 2024-06-11T16:59Z [---] followers, [---] engagements "๐๐ฅ 15-year firefighter @Beiwatch1 dives into #Bitcoin After [--] years of service and union leadership he discovered Bitcoin in [----] and has been championing it ever since. ๐ช "Bitcoin is like our protective gearessential for safety in a chaotic world." ๐ Courtesy of @natbrunell Learn why pensions and unions should consider Bitcoin: security growth and resilience. ๐๐ #Crypto #Firefighters #FinancialSecurity https://www.youtube.com/watchv=8o9fEjGOnb8&t=1086s https://www.youtube.com/watchv=8o9fEjGOnb8&t=1086s" [X Link](https://x.com/JBerneburg/status/1800584762861437369) 2024-06-11T17:43Z [---] followers, [----] engagements "@natbrunell @PrestonPysh @jameslavish @SusieBdds MicroStrategy and corporate adoption" [X Link](https://x.com/JBerneburg/status/1800589831875305594) 2024-06-11T18:04Z [---] followers, [---] engagements "@TheBTCTherapist Less than 1% of the market understands what he is even doing with $MSTR. While he owns 1% of the worlds digital capital before anyone knows it" [X Link](https://x.com/JBerneburg/status/1801372449985994817) 2024-06-13T21:53Z [---] followers, [---] engagements "๐Meet Venice the AI chat system built by @_ErikVorhees. Unlike other AI Venice doesnt spy on you or censor answers. ๐๐ค Dencentralized permissionless and resistant to government shutdowns Venice offers true freedom in AL interactions ๐๐ฌ Courtesy of @WhatBitcoinDid and @PeterMcCormack discover why Bitcoins rise is unstoppable and how it parrallels the need for decentralized AL. #crypto #AI #innovation https://twitter.com/WhatBitcoinDid/status/1800878283820859458/video/1 https://twitter.com/WhatBitcoinDid/status/1800878283820859458/video/1" [X Link](https://x.com/JBerneburg/status/1801595829133643947) 2024-06-14T12:41Z [---] followers, [---] engagements "From [--] days in the White House to a 11X Bitcoin price prediction ๐ @Scaramucci sees a huge surge for #Bitcoin alongside Fed rate cuts by this fall. ๐ He believes in Bitcoin's potential to outpace #Gold and with global rate cuts boosting capital flows into crypto. ๐ชHe shares an insightful anecdote from a Saudi Arabian sheik who emphasized the portability advantage of Bitcoin over gold in case of political instability.๐งฑ Courtesy of @davidlin_TV get the unique perspective of someone that has served both the public and private sector. #Bitcoin #Crypto #Investing #Scaramucci ๐ Anthony" [X Link](https://x.com/JBerneburg/status/1801684621031035142) 2024-06-14T18:34Z [---] followers, [----] engagements "@Moneybaglives Social media is a money printing machine in an attention economy" [X Link](https://x.com/JBerneburg/status/1802092588649844871) 2024-06-15T21:35Z [---] followers, [--] engagements "๐ @BITVOLT (Nico Moran) host of @SimplyBitcoinTV delves into the rise of his growing channel and slogan "Bitcoin or slavery." ๐ฐHe contrasts decentralized Bitcoin with controlling CBDCs and highlights how Bitcoin promotes freedom amidst government and media power plays. ๐ โ๐ฅBitcoin eliminates the incentive for war and decentralizes power representing peace.โ ๐ฅConversation also includes the shift in media coverage from mainstream to independent and how Trumps support for #bitcoin is a strategic move to appeal to a broader voter base. ๐ณ Follow @kobiduran and his channel @coinbeastmedia to" [X Link](https://x.com/JBerneburg/status/1803194079573848297) 2024-06-18T22:32Z [---] followers, [---] engagements "๐ @saylor 's Bitcoin Cheat Code ๐ Watch @SimplyBitcoinTV's latest episode as @BITVOLT analyze's the ๐ himself. Get insight into @MicroStrategy's bold move: Holding over [------] BTC worth $14.5B Borrowing at low rates and betting on Bitcoin's 50-55% annual growth. ๐This strategy will eventually catapult MicroStrategy into the S&P [---] top [--] ๐ With institutional Bitcoin adoption on the rise is BTC the ultimate capital asset #Bitcoin #Crypto #MichaelSaylor #MicroStrategy https://x.com/SimplyBitcoinTV/status/1804256302132294101 https://x.com/SimplyBitcoinTV/status/1804256302132294101 Michael" [X Link](https://x.com/JBerneburg/status/1804266048662966651) 2024-06-21T21:32Z [---] followers, [---] engagements "๐ Is #bitcoin the key to a better future @sebbunney thinks so ๐ @RobinSeyr is keeping the content coming following his viral @saylor interview. ๐takeaways: ๐ก Bitcoin can: Provide a store of value immune to inflation Promote fiscal responsibility and limit government overreach Enable saving and lower living costs over time and Foster economic growth and individual freedom. ๐ Imagine a world where: Governments compete like businesses for fiscal efficiency. The monetary system shifts from consumerism to societal contribution and People can freely choose their jurisdictions based on values." [X Link](https://x.com/JBerneburg/status/1805234467457347913) 2024-06-24T13:40Z [---] followers, [---] engagements "@PerianneDC Bitcoin* is the majority" [X Link](https://x.com/JBerneburg/status/1806414316272337043) 2024-06-27T19:48Z [---] followers, [--] engagements "๐@isabellasg3 decomposes Michael Saylor's Bitcoin Strategy: Turning Debt into Wealth in the latest @getbasedtv episode ๐ ๐@saylor founder of @MicroStrategy made waves by shifting $250M into Bitcoin in [----] marking a game-changing moment. Hes continued to double down on this cheat code resulting in billions of unrealized gains. ๐ข"Bitcoin represents freedom sovereignty truth integrity and hope for the world and it will outlast all of us." - Michael Saylor ๐Takeaways: ๐ตSaylor transformed MicroStrategys financial strategy by purchasing Bitcoin propelling its stock price upward. ๐งBorrowed" [X Link](https://x.com/JBerneburg/status/1806765539039359344) 2024-06-28T19:04Z [---] followers, [----] engagements "@BITVOLT Totally a distraction it its purest form" [X Link](https://x.com/JBerneburg/status/1807076623075680497) 2024-06-29T15:40Z [---] followers, [---] engagements "๐@donmcallister makes his #Bitcoin debut on @RobinSeyrs latest episode.๐ธ ๐บDons content journey is an interesting one that started with specialization in Mac tutorials via @sconline and has bled into Bitcoin. ๐Bitcoin isn't just a store of value; it's meant to be spent - Don McAllister ๐ takeaways: ๐คEmbrace Spending: McAllister advocates for spending Bitcoin to drive adoption and create a circular economy. ๐โUse 'Bits': Simplifying Bitcoin transactions by using 'bits' (100 sats) can make it more accessible and intuitive. โกLightning Network: Instant payments via the Lightning Network" [X Link](https://x.com/JBerneburg/status/1807098916497711198) 2024-06-29T17:08Z [---] followers, [---] engagements "@PunterJeff @ryQuant Maybe Dell was influenced ๐คฃ" [X Link](https://x.com/JBerneburg/status/1807617276264219121) 2024-07-01T03:28Z [---] followers, [--] engagements "@Charge_Stack The upcoming bull run is going to be a magnet for anything Bitcoin related. Watch those impression numbers skyrocket those that settled the niche first will prosper. Great post D.R" [X Link](https://x.com/JBerneburg/status/1807944082393612459) 2024-07-02T01:07Z [---] followers, [--] engagements "IMO - its hard to nail this down. You can try to correlate to past performance but it feels like this market cycle is a bit different with institutional dollars and ETF entering the equation. Also @saylor is becoming a celebrity so the NAV multiple is going to be interesting in addition to the pivot in their core value proposition moving to a bitcoin company" [X Link](https://x.com/JBerneburg/status/1808173295352651857) 2024-07-02T16:18Z [---] followers, [--] engagements "๐From stay at home Mom to housing and economic expert Amy Nixon (@texasrunnerDFW) sits down with @natbrunell to provide you insight on the housing market and why Millennials are relying on Bitcoinโก Theres a lot of money supply chasing limited assets - Amy Nixon Key takeaways: ๐ Housing Market Slowdown: Home and rental prices are rising slower due to economic uncertainties like the pandemic and war in Ukraine. The Fed's interest rate hikes are also impacting affordability. ๐ง๐ง๐งMillennials and Homeownership: High prices and low supply are making it tough for Millennials to buy homes. Instead" [X Link](https://x.com/JBerneburg/status/1808190384461214148) 2024-07-02T17:25Z [---] followers, [----] engagements "From conversations with world leaders to a Bitcoin discussion on @TIP_Network with @PrestonPysh Prince of Serbia (@PrincFilip1 ) talks about the positive impact Bitcoin can have on energy politics and people's lives as seen in El Salvador's successful implementation. ๐ฌBitcoin's properties as moneyscarcity and divisibilitymake it a hedge against inflation and government control." - Prince of Serbia Key takeaways: ๐ชBitcoin Advocacy Journey: Prince Philip of Serbia initially dismissed Bitcoin as "magic internet money" in [----] but later became a "full-fledged Maxi" focusing solely on Bitcoin" [X Link](https://x.com/JBerneburg/status/1808498663322198264) 2024-07-03T13:50Z [---] followers, [---] engagements "๐ก Pomp (@APompliano) talks current real estate conditions with Lance Lambert (@NewsLambert) co-founder of @ResidentialClub. 60% of home owners couldnt afford to buy their home given their current income at todays rates. ๐ท ๐ฃ The fastest ever deterioration of housing affordability - Lance Lambert Key takeaways: ๐ฆ Soaring Home Prices: Increased demand during the pandemic and insufficient housing supply have driven home prices sky-high. ๐ชRising Costs: Higher mortgage rates home insurance premiums and repair costs are straining potential buyers. ๐ฆInventory and Churn: Decreased demand from" [X Link](https://x.com/JBerneburg/status/1808591328391090491) 2024-07-03T19:59Z [---] followers, [--] engagements "๐ช@DylanLeClair_ is now the Director of Bitcoin Strategy at @Metaplanet_JP aiming to drive Bitcoin adoption and corporate strategy drawing parallels to Michael Saylor's approach with @MicroStrategy. @Bitcoinbeach sits down to learn more about Dylans journey.๐ ๐"Japan's favorable environment for Bitcoin adoption presents a unique opportunity for corporate strategy and growth." - Dylan LeClair Key takeaways: El Salvador's Bitcoin Adoption: LeClair praised @nayibbukeles & El Salvador's move to make Bitcoin legal tender highlighting its potential to improve governance and the economy. ๐งณCareer" [X Link](https://x.com/JBerneburg/status/1809651562861457477) 2024-07-06T18:12Z [---] followers, [----] engagements "๐ @martybent sits down with Aleksandra Svetski (@SvetskiWrites) to discuss how Bitcoin and core virtues can reshape our civilization for a future thousands of times more powerful than the present via @TFTC21 ๐ ๐ "Bitcoin can help restore faith in the currency by providing a sound and stable store of value that is not subject to inflation or manipulation by governments." - Aleksandar Svetski Key takeaways: ๐ฌAction over Complaints: Move from criticism to constructive actions to reclaim socio-economic power. ๐ฎ๐ผโCore Virtues: Embrace justice courage integrity and more for a sustainable" [X Link](https://x.com/JBerneburg/status/1810402889745182993) 2024-07-08T19:57Z [---] followers, [---] engagements "โฐ@natbrunell hosts one of the faces on Mount Rushmore of Bitcoin @JeffBooth. He uses first principle thinking to emphasize Bitcoin's importance beyond price its role in driving deflation and its synergy with AI in promoting a decentralized future.๐ ๐"Bitcoin's value isn't tied to fiat currencies; it's a protocol for a free market." - Jeff Booth ๐Bitcoin Beyond Price: Booth emphasizes the importance of Bitcoin's network and infrastructure over its price fluctuations. It's about the technology not the fiat value. ๐Deflation is Natural: Contrary to popular belief deflation driven by" [X Link](https://x.com/JBerneburg/status/1810651730247389350) 2024-07-09T12:26Z [---] followers, [---] engagements "@luke_broyles @MicroStrategy To simplify this. Do you want to trade rugs or something that owns 1% of the first secure decentralized digital capital or better of just buy that digital capital outright and self custody it" [X Link](https://x.com/JBerneburg/status/1811531128920244451) 2024-07-11T22:40Z [---] followers, [---] engagements "๐ง๐With the help of @BryanBSolstin discover how Bitcoin can revolutionize the economy and environment by promoting sustainability reducing waste and combating the flaws of fiat currency systems - brought to you by @bramk.๐ธ ๐ค"Bitcoin is a lifeboat and a new paradigm compared to the current fiat system offering protection against its potential collapse." - Bryan Solstin Key takeaways: ๐Deflationary Asset: Bitcoin's fixed supply encourages saving reduces waste and promotes renewable energy use. ๐ตCritique of Fiat Money: Centralized fiat systems drive hyper-consumption and environmental" [X Link](https://x.com/JBerneburg/status/1812116252099248425) 2024-07-13T13:25Z [---] followers, [----] engagements "๐งซEric Semlers (@SemlerEric) early tech investments were as successful as Bill Waltons resume. Watch @MartyBent dissect Erics mindset and why Semler Scientific added Bitcoin to their balance sheet (via @TFTC21)๐ ๐ค "Semler believes that the combination of institutional support and generational belief in Bitcoin along with global currency debasement creates a powerful force for the asset's growth." - Eric Semler Key takeaways: ๐จ๐ผInstitutional Adoption: Companies like MicroStrategy @Tesla and @Square are leading the way. As more institutions buy in Bitcoin's mainstream appeal and price will" [X Link](https://x.com/JBerneburg/status/1812832682738430295) 2024-07-15T12:52Z [----] followers, [----] engagements "๐@PrestonPysh finds a gem in Ryan MacLeod (@NuclearBitcoinr ) who breaks down the synergies between Nuclear power and Bitcoin mining. Ryans delves into how new reactor designs like SMRs could revolutionize a reliable efficient and eco-friendly sustainable energy future. Tune into the latest episode on @TIP_Network.๐ ๐ "Nuclear power offers a reliable and consistent energy source for Bitcoin mining unlike renewable sources like solar and wind." - Ryan MacLeod Key takeaways: โขReliable Energy Source: Nuclear power offers a stable and continuous energy supply perfect for Bitcoin mining" [X Link](https://x.com/JBerneburg/status/1813629915381567776) 2024-07-17T17:40Z [---] followers, 15.2K engagements "๐งจ@PunterJeff and @ryQuant give Dan Hillary (@Danny85732 ) a call to the majors in their latest Quant Bros episode. Its a must watch for any one interested in microstrategy and the options landscape.โก ๐ "There's clearly an edge to holding @MicroStrategy and that's reflected in MSTR outperforming Bitcoin by about 0.156% every day." Key takeaways: ๐ MicroStrategy's Market Performance: Discussing its resilience and bullish catalysts ahead including Russell rebalance impacts and potential S&P [---] inclusion. ๐ Options Analysis: Exploring the strategy behind call options the potential returns" [X Link](https://x.com/JBerneburg/status/1814643122229453227) 2024-07-20T12:46Z [---] followers, [----] engagements "๐บRob Wolff the energy behind Digital Asset News (@NewsAsset) sits down with @MrMPodcast to discuss diversification learning from mistakes real-world utility in investments Bitcoin's cycles and the impact of Bitcoin ETFs on mainstream adoption.๐บ ๐As Warren Buffett says "You don't have to make all the mistakes yourself. Learn from others' screw-ups." Stay informed and invest wisely. ๐ highlights: ๐Diversify and Hedge: Rob emphasizes the importance of not putting all your eggs in one basket. He balances his investments between Bitcoin altcoins real estate and even precious metals to" [X Link](https://x.com/JBerneburg/status/1815100599131943123) 2024-07-21T19:04Z [---] followers, [---] engagements "@seanclarke911 @elonmusk Take some of that spaceX rocket fuel and pour it onto Bitcoin. I wouldnt be surprised to see MSTR get some extra lift from this" [X Link](https://x.com/JBerneburg/status/1815114093528773090) 2024-07-21T19:58Z [---] followers, [--] engagements "@drpetetobin What time horizon are you shorting MSTR for Shorting them heading into a bull market is dangerous" [X Link](https://x.com/JBerneburg/status/1815156494473539807) 2024-07-21T22:46Z [---] followers, [--] engagements "๐ฌBrian Brookshire (@btc_overflow) unwraps the @saylor playbook with @IIICapital during the latest @unchainedcom episode. Tune in to understand the mechanics behind the magic that has @MicroStrategy sitting just below $1.8k per a share. ๐ insights: ๐ Brookshire on MSTR debt strategy: "MicroStrategy's strategy works best at market tops because they can leverage their premium to net asset value (NAV) and high volatility to secure lower interest rates." ๐ธ Convertible Debt Strategy: MicroStrategy issues convertible notes to buy Bitcoin maximizing returns during market highs but risking" [X Link](https://x.com/JBerneburg/status/1815825850010591460) 2024-07-23T19:06Z [---] followers, [----] engagements "๐ต Mark Goodwin (@markgoodw_in) co-author of The Chain of Custody simplifies the web of complexity between Bitcoin VC firms and global markets. His deep understanding on how these elements shape emerging markets and the broader financial ecosystem is on display in the latest @TIP_Network conversation with @PrestonPysh. ๐ "Bitcoin empowers individuals yet it can also embolden corrupt entities. Critical thinking and independent research are essential." - Mark Goodwin ๐insights: ๐ Dive into the hidden dynamics of Bitcoin's elite custodians In the latest deep dive by Mark Goodwin explore these" [X Link](https://x.com/JBerneburg/status/1816180370032738492) 2024-07-24T18:35Z [----] followers, 17.3K engagements "โ๐ฅ@RobertKennedyJr has committed to a presidency under his command that WILL hold Bitcoin in reserve. He goes as far as saying that the majority of his wealth has been allocated to the most secure decentralized digital capital Bitcoin. Tune into @scottmelkers latest episode where he partners with @CaitlinLong_ to decompose RFK JR. Bitcoin stance. ๐ฅHot start to BTC Nashville. JFK JR. set the bar high for @realDonaldTrump who his a headerliner @TheBitcoinConf. Game theory is locked and loaded. ๐งTransparency sovereignty decentralization and democracy is what Kennedy is focus on ๐ฅ Full video" [X Link](https://x.com/JBerneburg/status/1816277084010078643) 2024-07-25T00:59Z [---] followers, [----] engagements "๐@saylor parlaying his Bitcoin influence to land @MicroStrategy a partnership with @BitcoinMagazine. Bold move by @mikegermano and his team. Symbiotic relationship building on Microstrategys transition to a Bitcoin development company" [X Link](https://x.com/JBerneburg/status/1816590993556467719) 2024-07-25T21:46Z [---] followers, [---] engagements "Your definition of utility must be different than mine. Its utility is highlighted by its imminent adoption by nations as legal tender offering decentralized digital capital that reduces reliance on traditional banking lowers transaction costs and enables financial inclusion. Its transparency and security is something that flag cant hide behind. It was hard to recognize utility behind electricity during the early days your comment is within the context of not investing your [---] hours" [X Link](https://x.com/JBerneburg/status/1816889462028120263) 2024-07-26T17:32Z [---] followers, [--] engagements "@HermesLux @MicroStrategy Whats your elevator pitch" [X Link](https://x.com/JBerneburg/status/1816960757151728053) 2024-07-26T22:16Z [---] followers, [---] engagements "๐ง@saylor superpower is at the intersection of his engineering background vast knowledge of cause and effect in history and his ability to tell stories. Thats on display during his headliner speech @TheBitcoinConf. His bit on the comparison between the great trades in US history to present day BTC trade is worth a watch. ๐ "Bitcoin is digital capital that is immortal immutable and immaterial." - Michael Saylor Key insights: ๐กBitcoin Revolution: Saylor argues that Bitcoin is a revolutionary force capable of transforming the global economy and moving beyond outdated 20th-century ideas and" [X Link](https://x.com/JBerneburg/status/1817254744429367423) 2024-07-27T17:44Z [---] followers, [----] engagements "@hoose_house @saylor @TheBitcoinConf @MicroStrategy I often ask myself - without saylor where would we be" [X Link](https://x.com/JBerneburg/status/1817614139969138749) 2024-07-28T17:32Z [----] followers, [--] engagements "๐ฆ Caitlin Long (@CaitlinLong) explains how regulatory pressures have forced banks into using an archaic technology stack that cant keep up with the fast paced FinTech space. Nolan Bauerle (@countbtc) moderates a session with leaders in the traditional banking space @TheBitcoinConf that included Miles Paschini (@yolobro) and Sangun Garg (@sagungarg). ๐ "Banks need to update their internal processes train staff to handle these new assets and understand the implications of a deflationary asset like Bitcoin." ๐ Key Insights: ๐จ๐ป๐งTech Limitations: Traditional banks struggle to integrate" [X Link](https://x.com/JBerneburg/status/1817905724342624614) 2024-07-29T12:51Z [---] followers, [----] engagements "๐ฆต๐ป@PunterJeff goes solo to reflect on @TheBitcoinConf and his recent analysis on @MicroStrategy. The technological advantage of having more sound money than any other enterprise in the world is a monopoly that will grab the markets attention as BTC is understood. ๐ง to Jeffs bit on MSTR comparison to @Tesla. ๐ Key insights: ๐ฆ MicroStrategy (MSTR) Stock Insights: Theres a common belief that MSTRs stock wont exceed a 1-2x multiple of its net asset value. But the new MSTR Tracker tool shows potential for significant gains analyzing the relationship between MSTRs stock price and Bitcoin's" [X Link](https://x.com/JBerneburg/status/1817950194333323549) 2024-07-29T15:47Z [---] followers, [----] engagements "๐Michael Saylor (@saylor) Executive Chairman of @MicroStrategy has a creative spin on the meaning of an entrepreneur - they are an economic engineer. Tune into the @TheAtlasSociety latest episode to hear Saylor deconstruct what makes a great entrepreneur with @AntonellaMarty. Key insights: ๐ง Entrepreneurship as Engineering "An entrepreneur is an economic engineer." - Michael Saylor. Entrepreneurs like Henry Ford and John D. Rockefeller combined engineering with practical economics to revolutionize industries. ๐ Influence of Science Fiction and Fantasy Saylor credits science fiction for" [X Link](https://x.com/JBerneburg/status/1818019057251057924) 2024-07-29T20:21Z [---] followers, [----] engagements "Robert F. Kennedy Jr. (@RobertKennedyJr ) is focused on rebuilding the middle class. He will inject the US treasury with Bitcoin to restore optimism unity and economic reform. @natbrunell sits down with RFK to hear his path to victory. ๐ RFK JR on the return to the foundational values: "The American middle class was the engine of the country's economic success ๐Key Insights: ๐ Parallels to [----] Election: Robert F. Kennedy Jr. draws striking similarities between today's political landscape and [----] aiming to reclaim the spirit of the early 1960s and revive optimism and idealism. ๐ณ Campaign" [X Link](https://x.com/JBerneburg/status/1818273298158965212) 2024-07-30T13:11Z [---] followers, [---] engagements "๐ฅDaniel Hughes (@DanoCrypto904) bumps into Davinci Jeremie (@Davincij15) and Danny Pompa Jr. @TheBitcoinConf and unscripted they talk about the financial engineering behind @saylor's @MicroStrategy playbook. MSTR represents smart money that is front running the the disruption that will play out over the next 10-15 years. Full video from Daniel's youtube channel: https://youtu.be/4B06vipNFOwsi=jndh4-WqoeC72Uhq https://youtu.be/4B06vipNFOwsi=jndh4-WqoeC72Uhq" [X Link](https://x.com/JBerneburg/status/1818355013929853335) 2024-07-30T18:36Z [---] followers, [----] engagements "Great analysis. I agree that their operating business needs to generate growth at a point in time to get them to that elite status. The BTC on the balance sheet will continue to demand a premium but it also should enable them to get the right talent in the doors to execute on Saylors vision of a Bitcoin develop company. As Bitcoin becomes more mainstream and MSTR gets attention I think the develop will accelerate. I believe they will have something in market that spawns growth in the coming years I just hope they keep shareholders along for the journey. MSTR as an opportunity to become the" [X Link](https://x.com/JBerneburg/status/1819362955680489739) 2024-08-02T13:21Z [---] followers, [---] engagements "$MSTR KPIs at the corporate level are proof that they are all-in on pushing the boundaries in finance by swapping the measuring stick to hard money Bitcoin. Using USD/S&P500 as the barometer is a losing formula. @IIICapital is just the messenger. $2 billion ATM equity offering for $MSTR. The MicroStrategy bitcoin printer keeps churning. Will the S&P [---] stand by as @saylor continues to eat their lunch Forget NVDA copy MSTR. https://t.co/dgB1ud6l11 $2 billion ATM equity offering for $MSTR. The MicroStrategy bitcoin printer keeps churning. Will the S&P [---] stand by as @saylor continues to eat" [X Link](https://x.com/JBerneburg/status/1819381556680548614) 2024-08-02T14:35Z [---] followers, [---] engagements "๐ @saylor in the early @MicroStrategy days talking about the importance of Trust in banking. He explains that in order for a bank to work we need to trust the system. The currency that the government defines cant fluctuate in value (aka inflation) or else we cant trust it killing the system. Bitcoin was engineered to remove trust from the equation. Bitcoin was engineered to remove inflation from the equation. Bitcoin is the future of banking. Bitcoins time has come" [X Link](https://x.com/JBerneburg/status/1819576834662576445) 2024-08-03T03:31Z [----] followers, [----] engagements "@Tanmedia @DylanLeClair_ @Metaplanet_JP @saylor @intangiblecoins @galaxyhq Rather than me explaining just watch https://youtu.be/JbfFWO2xXb0si=8B_nxlvjEJd7BDB8 https://youtu.be/JbfFWO2xXb0si=8B_nxlvjEJd7BDB8" [X Link](https://x.com/JBerneburg/status/1819583106896027764) 2024-08-03T03:56Z [---] followers, [---] engagements "Its likely that Dylan knows nothing about the hospitality business. The good news is that he clearly was brought on to engineer a corporate Bitcoin strategy. He is leading their Bitcoin strategy. Its possible he knows the core business well but my point is that it doesnt matter" [X Link](https://x.com/JBerneburg/status/1819586501149155655) 2024-08-03T04:10Z [---] followers, [---] engagements "โฝ George Manolov (@BitcoinReadyMe) is leading the charge in transforming Bulgarias oldest football team Botev Plovdiv (@Botev_EN) to a [---] degree Bitcoin football club. @Bitcoinbeach sits down with George to learn more about The history of the club and the progress theyve already made in their Bitcoin journey. Along with @PeterMcCormack George is building the business blueprint for a successful sports franchise in a Bitcoin world. Key Insights: ๐ฒ Innovative Move: The club shifts economic activities to Bitcoin-friendly El Salvador while staying rooted in Bulgaria. A model for global" [X Link](https://x.com/JBerneburg/status/1820079373816324127) 2024-08-04T12:48Z [---] followers, [----] engagements "@StockSavvyShay You need to have $MSTR on this list" [X Link](https://x.com/JBerneburg/status/1820181794383380717) 2024-08-04T19:35Z [---] followers, [---] engagements "๐ฆChris Irons (@QTRResearch) explains that the economic gears are coming to a halt and the fed has an important decision to either cut rates in an inflationary environment and reintroduce quantitative easing OR hold to a gradual decrease in rates. Listen to @natbrunell and Chris discuss the economic climate and his perspective on Gold and Bitcoin. ๐ฏ "Bitcoin has the potential to return power to the people during a time of economic crisis and currency devaluation." - Chris Irons Key Insights: ๐ Market Insights: Irons foresees market volatility and believes sound money assets like gold and" [X Link](https://x.com/JBerneburg/status/1820456736194494554) 2024-08-05T13:48Z [---] followers, [---] engagements "๐ฅ Two authors that understand that Bitcoin's decentralized nature can fix our flawed inflation-driven economic system making goods and services more affordable across time. Saifedean Ammous (@saifedean) has Jeff Booth (@JeffBooth) on his show to discuss the deflationary nature of Bitcoin. They agree that Bitcoin is the software that is disrupting central banks. ๐ข "If money had not been manipulated goods and services would have become cheaper over time making life easier for individuals who save money." - Jeff Booth Key Insights: ๐ Economic System Flaws: The current system worsens with" [X Link](https://x.com/JBerneburg/status/1820912681639145919) 2024-08-06T19:59Z [---] followers, [----] engagements "Michael Saylor (@saylor) chairman of @MicroStrategy says that the Overton Window has shifted making it feasible for nation-states to hold Bitcoin. He sees Bitcoin as a valuable decentralized asset comparable to historic land acquisitions and believes Millennials will drive its adoption over the next century. "Scarce desirable property is the basis of a great empire." He joins @CNBCtelevision's @SquawkStreet with @MorganLBrennan Full video on CNBC youtube channel: https://www.youtube.com/watchv=NS8eflHe--8 https://www.youtube.com/watchv=NS8eflHe--8" [X Link](https://x.com/JBerneburg/status/1820919398602797206) 2024-08-06T20:26Z [---] followers, [---] engagements "๐ฅคWho is going to be the Coca Cola of AI - Ray Wang (@rwang0) Principal Analyst at @constellationr unwraps the future of AI. NVIDA and other GPU producers have enabled a foundation where entrepreneurs will build a ecosystem of solutions that result in product and services that seem unimaginable. He joins @gssahni on the @Persistentsys podcast to unveil his outlook. ๐ฌ "The public sector is sitting on a ton of data that has been untapped - Ray Wang Key insights: ๐บ Success of @DisrupTVShow : Wang attributes the show's success to curiosity and passion emphasizing unscripted authentic guest" [X Link](https://x.com/JBerneburg/status/1820967906433438127) 2024-08-06T23:39Z [---] followers, [---] engagements "๐จโ @PunterJeff and @ryQuant put $MSTR on the operating table and analysis what the upcoming catalysts could mean for shareholders. Inclusion in indexs and @saylors next few chapters from the playbook will be telling. Tune into QB. Key insights: ๐ต Bitcoin's Financial Impact: Discusses Bitcoin's potential to disrupt traditional financial systems comparing it to fiat currencies. Quote: "Bitcoin's value can increase even if widespread adoption doesn't occur." โก Stored Energy Concept: Bitcoin as "energy money" with discussions on Tesla's Mega Packs for energy storage and the potential of a" [X Link](https://x.com/JBerneburg/status/1821214644695965844) 2024-08-07T15:59Z [---] followers, [----] engagements "๐ James Lavish (@jameslavish) explains the formula for institutional adoption. Gradual but powerful the process involves carful risk assessment and an organizational level buy-in. The barriers are knocked down yet the medias portrayal is confusing. Icons like @saylor and Larry Fink are helping on the education front. tune into @unchainedcom with @IIICapital to hear more. ๐ฃ "Owning Bitcoin is a way to 'vote with your money' and support a future world that is not as susceptible to manipulation." Key insights: ๐จ Economic Climate & Bitcoin's Value: Governments are printing unprecedented" [X Link](https://x.com/JBerneburg/status/1821298746006892844) 2024-08-07T21:33Z [---] followers, [---] engagements "๐The power of the purse - changes in CPI methodology have led to an underestimation of inflation resulting in lower-than-deserved Social Security payments. @CJKonstantinos and @LawrenceLepard look at the data that tells us that Americans need to go back to taking care of themselves. Larry believes that adopting the Bitcoin standard would empower Americans by allowing them to save and plan for their future with greater financial certainty and independence. Listen to a [--] minute clip from their recent discussion. Key Insights: ๐ Billionaires Competing for Bitcoin: Wealthy investors and" [X Link](https://x.com/JBerneburg/status/1821888007391096837) 2024-08-09T12:35Z [----] followers, [----] engagements "๐ @PrestonPysh reverse engineers the Saylor playbook during his conversation with @MartyBent on @TFTC21. Corporations that generate a healthy cash flow with a massive treasury have the flexibility to carry risker bets. The finance teams for this company profile that understand the legacy system is broken and that cap rates in Bitcoin terms is appealing should be quick to implement the Saylor playbook. @SemlerSci and @Metaplanet_JP were a few zombie companies that figured this out. Game theory will tip the domino effect shortly. ๐ฏ "The market is like a child throwing a tantrum needing" [X Link](https://x.com/JBerneburg/status/1821981754552676499) 2024-08-09T18:47Z [----] followers, 68.3K engagements "๐จ Tom Lee (@fundstrat) is holding true to the recent pullback being a growth scare. He believes that the worst of the market's selling pressure is over. He emphasizes the importance of the Fed being proactive rather than reactive suggesting that a forward-looking approach could help stabilize the economy amidst ongoing uncertainties. He joins @ScottWapnerCNBC on @CNBCClosingBell to explain his analysis. Tom is head of research @fs_insight. Full video here: https://youtu.be/Z5AMZX2TNfQsi=nVUeBlg04WxDy__v https://youtu.be/Z5AMZX2TNfQsi=nVUeBlg04WxDy__v" [X Link](https://x.com/JBerneburg/status/1822022344048832564) 2024-08-09T21:29Z [----] followers, [---] engagements "โ Understanding the financial engineering that @MicroStrategy is pioneering requires you to put aside traditional thinking in evaluating an equity. Understanding the architecture of a digital economy is not easy. The volatility with $MSTR isnt for everybody but the returns are. @rajatsonifnance decrypts the strategy using Key Insights from full video: ๐ Michael @saylor Trillionaire Potential: Saylor could become the worlds first trillionaire if Bitcoin reaches a certain price driven by his aggressive Bitcoin accumulation strategy. ๐MicroStrategy's Bitcoin Strategy: Saylors company" [X Link](https://x.com/JBerneburg/status/1822284700607521178) 2024-08-10T14:51Z [----] followers, [----] engagements "@ticos1962 @MicroStrategy Thanks" [X Link](https://x.com/JBerneburg/status/1822413312383938619) 2024-08-10T23:22Z [----] followers, [---] engagements "๐ง [--] years ago today August [--] [----] @saylor resurrected the Zombie $MSTR buying [-----] BTC. ๐ The Saylor playbook has accumulated [------] BTC ( 1.079% of total supply) during this time period for @MicroStrategy. ๐ Heres some highlights since inception: ๐ธ Of the 21M BTC supply roughly [------] are owned by public companies $MSTR represents 68.45% of that. The next largest public company holder is @MarathonDH with 6.29%. ๐Heres the purchase history by year: 2020: [-----] 2021: [-----] 2022: [----] 2023: [-----] 2024: [-----] ๐largest single purchase was on December 21st [----] (29646) ๐ซ Thier BTC" [X Link](https://x.com/JBerneburg/status/1822629055230873624) 2024-08-11T13:40Z [----] followers, [----] engagements "๐ Corporate balance sheets are being pulled to the infinite money glitch that has catapulted @MicroStrategy to 26B market cap. @SimplyBitcoinTV covers the latest adopter @MarathonDH. @knutsvanholms witty analogies draw attention to the historical success thats resulted from borrowing fiat to purchase hard assets (Hugo Stinnes - 1923). Listen to their full conversation that includes @ChrisAlaimo6 @lukedewolf and @OptimistFields. Full episode on @SimplyBitcoinTV YouTube channel: https://www.youtube.com/live/DnztQqM2Q7Qsi=xTRu_dKuMPp5avCU" [X Link](https://x.com/JBerneburg/status/1823387712537157656) 2024-08-13T15:54Z [----] followers, [----] engagements "๐งฌ Unraveling the mathematical and engineering complexities that are in the DNA of Bitcoin and then seeing how that outputs a safer more productive world isnt easy. @BrianEstes32 and @71Kels created @godblessBTCfilm and gave it away in the spirit of Satoshi. The film brings together the world to simplify the message of Bitcoin. The most important clip from @PrestonPysh discussion is what you see here. Key insights: ๐ Faith & Finance: The film highlights how Bitcoin aligns with moral values across various religions promoting a fair and ethical financial system that transcends traditional" [X Link](https://x.com/JBerneburg/status/1823722600465379661) 2024-08-14T14:05Z [----] followers, 38K engagements "@Jethroe111 The Best - not sure how you would get that many bright minds to talk BTC in [---] minutes" [X Link](https://x.com/JBerneburg/status/1823760434543124865) 2024-08-14T16:35Z [----] followers, [--] engagements "Youre not wrong that Russia primarily funds wars through natural resources. However the argument against fiat currency isn't limited to one countryit critiques the global financial system that enables war through easy access to the printing machine. The idea is to construct a more transparent and accountable system that can reduce the financial incentives for conflict. At the end of the day Russia needs a buyer of those natural resources" [X Link](https://x.com/JBerneburg/status/1823786038915162578) 2024-08-14T18:17Z [----] followers, [---] engagements "@ryQuant Great observation. This is proof of work that a growth company with a strong balance sheet is poised to throw some BTC on their treasury" [X Link](https://x.com/JBerneburg/status/1824173492037652616) 2024-08-15T19:57Z [----] followers, [---] engagements "The Swiss National Bank (SNB) has a unique problem that is rooted in the strength of their currency Swiss Franc. The strength of the currency can negatively impact exports if not monitored carefully. @LukeMikic21 provides a detailed analysis on what he thinks is igniting the massive addition of @MicroStrategy to their holdings. Listen to this bit via the @BitcoinNewsCom channel. Full video: https://www.youtube.com/live/_dbnjGs62assi=kKZmT3JoeIRvUQE4 https://www.youtube.com/live/_dbnjGs62assi=kKZmT3JoeIRvUQE4" [X Link](https://x.com/JBerneburg/status/1824273577253667056) 2024-08-16T02:34Z [----] followers, [----] engagements "@MrTradeoffs @MicroStrategy @DylanLeClair_ I agree its very much so binary at this point. Hes at the poker table and hes all-in. $MSTR has an opportunity to become the wealthiest known anything in the world (outside of Satoshi)" [X Link](https://x.com/JBerneburg/status/1824789276044701916) 2024-08-17T12:44Z [----] followers, [---] engagements "Correct economic market theory simplifies complex systems. Markets are influenced by countless variables and not all of them are captured in a singular theory. Its a theory for a reason and you need to look at the context of the scenario to understand the point Dylan is making. IMO hes just using the reference as a means to highlight the unconventional approach this playbook is taking" [X Link](https://x.com/JBerneburg/status/1824794533193769208) 2024-08-17T13:04Z [----] followers, [---] engagements "๐ง๐ฌ Its clear that @saylor has his team @MicroStrategy laser focused on the Bitcoin playbook. The First-Mover Advantage has them in a position to double down on the corporate adoption narrative. Shirish Jajodia (@shirishjajodia) head of treasury at MicroStrategy dives into the transformational deal that corporations need to stay relevant. Watch this [--] minute clip to see why Bitcoins time has come and the corporations that they call out that are ripe for the playbook. ๐ฏ Bitcoin is a universal merger partner for high cash low debt companies. Key Insights from full video: ๐โ# MicroStrategy" [X Link](https://x.com/JBerneburg/status/1824815147652689930) 2024-08-17T14:26Z [----] followers, [----] engagements "@MrTradeoffs @MicroStrategy @DylanLeClair_ Thats why they call it an asymmetric bet" [X Link](https://x.com/JBerneburg/status/1824831937732600064) 2024-08-17T15:33Z [----] followers, [---] engagements "@OffshoreHODL Their studies are rooted in a fiat based system. They study the existing economy and how it functions. Its hard to unlearn something and then learn it in a mathematical engineered way. You cant blame them blame the system" [X Link](https://x.com/JBerneburg/status/1824857812121354701) 2024-08-17T17:16Z [----] followers, [--] engagements "@Shiretowndown @saylor @MicroStrategy @shirishjajodia We feel blessed. Hold FASB fair value accounting measures as long as possible. That negative will disappear ๐" [X Link](https://x.com/JBerneburg/status/1824991116644524154) 2024-08-18T02:06Z [----] followers, [---] engagements "๐ถInstitutionals laser eye moment is here. Chris Kuiper (@ChrisJKuiper) Director of Research at Fidelity @DigitalAssets debunks Bitcoins volatility concerns and talks about the significant shift from why should I to why dont I have Bitcoin allocation. The maturity level of infrastructure regulatory clarity and historical data on performance are brewing interest that cant be ignored. Give the [--] minute clip a listen. ๐ฏ "Bitcoin's high upside potential can't be ignored by sophisticated investors" Key insights from full video: ๐ฑ Growing Familiarity & Investment: 60% of institutional investors" [X Link](https://x.com/JBerneburg/status/1825182039319912655) 2024-08-18T14:44Z [----] followers, 33.1K engagements "๐งพ The most recent change to FASB accounting allows corporations to reflect the current market value of cryptocurrency assets in their financial statements. Markus Veith of @GrantThornton tees up Brian Carson of @CleanSpark_Inc to talk about how the change simplifies accounting and enables transparency. CleanSpark is a pioneer in this domain as they were the first to disclose financial statements while using fair value for their Bitcoin. This was a major hurdle for institutional adopted that was peeled back Rob Lohan (@LobanRob) of @Gemini and Ed Reginelli of @BitGo also contributed to the" [X Link](https://x.com/JBerneburg/status/1825258530628149612) 2024-08-18T19:48Z [----] followers, [---] engagements "๐ซ @MarathonDHs most recent Bitcoin acquisition is a page out of @saylors playbook. They are in a unique position to leverage capital markets to accumulate BTC and establish their own moat. Sam Callahan (@samcallah) joins @OnrampBitcoin to talk about the change a corporation experiences when they get injected with Bitcoin. Saylor built the blueprint that is enabling the early adopters to follow. Watch the full video with @macrojack21 @MTanguma and @Croesus_BTC to hear [--] experts unpack the complexities of the global financial system and Bitcoins evolving role. ๐ฏ "The growing interest in" [X Link](https://x.com/JBerneburg/status/1825530289109537171) 2024-08-19T13:48Z [----] followers, [----] engagements "๐ Michael Saylors (@saylor) tie is the only thing longer than his Bitcoin position. Nothing was fair about how Bitcoin was treated before the FASB accounting change that took place. Bill Miller (@billfour) facilitates a conversation where Saylor takes us through the regulatory barriers that are being knocked down to Bitcoins path to a 100x. His explanation on the impact that fair value accounting will have on institutional adoption is ๐๐ป. ๐ฏ "MicroStrategy's strategy is to raise capital buy Bitcoin and hold it forever." - Bitcoin Bull Key Insights from full discussion: ๐ดโ Bitcoins Growing" [X Link](https://x.com/JBerneburg/status/1825886107638043123) 2024-08-20T13:22Z [----] followers, [----] engagements "๐ Joel Hawthorne (@louiswinthrop) includes @MicroStrategy in his BIG [--] picks segment on @SchwabNetwork hosted by @NPetallides. Hes seeing price action create the support that bulls need to charge ahead. @FuturesBenL provides technical analysis that validates the sentiment. @saylors playbook and performance are getting $MSTR media exposure that is bringing in all types of investor types. Full video here on @SchwabNetwork YouTube channel: https://youtu.be/saKRpT688Ogsi=BuSeaa6bBMxuDYJZ https://youtu.be/saKRpT688Ogsi=BuSeaa6bBMxuDYJZ" [X Link](https://x.com/JBerneburg/status/1825997824104005750) 2024-08-20T20:46Z [----] followers, [----] engagements "โ Money is time and energy in an extracted form - Jack Mallers (@jackmallers). Jacks reason for adopting the Bitcoin standard is compelling. He believes currency devaluation forces individuals to expend more time and energy to maintain a desirable standard of living impacting major life choices like starting a family or retiring. Bitcoin is the only solutionmoney backed by time energy and a hedge against inflation. @PeterMcCormack brings Jack onto @WhatBitcoinDid to learn more about his perspective on his abstract thoughts. ๐ฏ "Bitcoin is the only form of money backed by time and energy" [X Link](https://x.com/JBerneburg/status/1828103040672428536) 2024-08-26T16:11Z [----] followers, [---] engagements "๐จ๐ป๐ป Understanding exponential growth for global innovative technologies requires patience and a [----] hours of studying. Learn the fundamentals and unlock a vision of its utility as society advances Bitcoin is the 21st century innovation that will absorb liquidity given its mathematical principles. Bill Barhydt (@billbarX) joins @PeterDiamandis to talk all things Bitcoin. Listen to this [--] minute clip to hear Bill answer Peters question about price expectations with current macro environment. ๐ฏ On Bitcoin as a scare asset Ultimately Bitcoin as a scarce asset guaranteed to be scarce is going" [X Link](https://x.com/JBerneburg/status/1828434044981518720) 2024-08-27T14:07Z [----] followers, [---] engagements "@Danny85732 Haha true. By jumping into an index fund you are allocating dollars to 95% zombies" [X Link](https://x.com/JBerneburg/status/1829138562765467975) 2024-08-29T12:46Z [----] followers, [---] engagements "๐ Slyvia Jablonski (@Sylvushka) CEO of @defianceinvest has Saylor fever. She understands the engine that is powering MicroStrategy. The software business is generating cash flow that is enabling Saylor to DCA into Bitcoin and use other financial instruments to accumulate as much BTC as possible. She joins @MadisonMills22 and @thebradsmith on @YahooFinance to back her conviction on the future of $MSTR" [X Link](https://x.com/JBerneburg/status/1829367501509001571) 2024-08-30T03:56Z [----] followers, [----] engagements "๐ Simplicity is the ultimate sophistication - Leonardo da Vinci. MicroStrategy content is becoming ubiquitous as the collective market comprehends whats driving their returns. @TommyDoesCrypto spun up a simple yet powerful video that will remind you of the journey that $MSTR is on. Heres a clip from the content that clearly outlines the strategy that has @MicroStrategy on a one way ticket to the top of the market cap rankings. ๐คฉ Top insights from video: โ MicroStrategy's Big Bet: In [----] Michael Saylor transformed MicroStrategy by investing $400M in Bitcoin making it the first publicly" [X Link](https://x.com/JBerneburg/status/1829556883201413607) 2024-08-30T16:28Z [----] followers, [----] engagements "๐ In [----] @MicroStrategy pioneered a strategy that ingests Bitcoin with a focus on increasing BTC per a share. This is driving accretive dilution as we see the finalization of Bitcoin spread globally. Dylan LeClair (@DylanLeClair_) answers the frequently asked questions about this strategy during his discussion with @IIICapital on @unchainedcom. The new era of a Bitcoin Development Company is here. Watch the video to hear more. ๐ฏ Those who fail to grasp the exponential growth potential of Bitcoin risk being left behind. ๐ Key insights from full video: โ Volatility's Double-Edged Sword:" [X Link](https://x.com/JBerneburg/status/1831315328401289543) 2024-09-04T12:56Z [----] followers, [----] engagements "Well.I would classify it today as an emerging currency. We arent at the inflection point on the adoption curve that give us the global stability acceptance and infrastructure to use it like fiat currencies. But at its core it has all the core capabilities needed to be the universal global currency. Could take decades to get there. The store of value narrative is what will drive demand in the short to medium term" [X Link](https://x.com/JBerneburg/status/1831751226402467998) 2024-09-05T17:48Z [----] followers, [---] engagements "๐ฆ๐ฅ Gold is light years away from Bitcoin - a healthy back and forth between two world class economists @saifedean and Peter St Ogne (@profstonge) who see the world through the school of Austrian economics. Saifedean is a believer that pure value is in the form of an asset that was engineered to look pretty do nothing and be readily available for a monetary settlement. Peter has a different perspective that is worth tuning in for. Listen to this clip to hear from Saifedean and Peter. Key insights from full discussion: ๐ช๐ป Bitcoin's Resilience: Despite rising rates Bitcoin is up 52% since" [X Link](https://x.com/JBerneburg/status/1832141555286634764) 2024-09-06T19:39Z [----] followers, [----] engagements "๐ Bitcoin will only monetize once - Content is what captures attention. What holds it is a compelling narrative that takes complexity and boils it down to its most basic building blocks. Understanding the blueprint of the asymmetric upside with @MicroStrategy requires hours of research in Bitcoin and debt instruments. @matt_utxos new $MSTR daily channel is the on-ramp to understand the @saylor chess game. Checkout his chapter [--] video. It will be interesting to see how his content evolves and if his growth can keep up the MSTR price. ๐ฏ "MicroStrategy's investment thesis is to accumulate more" [X Link](https://x.com/JBerneburg/status/1832401964446945755) 2024-09-07T12:54Z [----] followers, [---] engagements "๐ The future is faster smarter stronger - Michael Saylor (@saylor) sits down with @JoeSquawk @andrewrsorkin and @BeckyQuick on @SquawkCNBC to simplify the winning formula that @MicroStrategy has deployed. He describes Bitcoin as an asset without counter party risk that strips away the need for everyone in society to become Wall Street analysts to protect their buying power. His conviction in terms of [--] year cycles is backed by proof of work. This guy ether creates an astronomical amount of wealth for his shareholders or we see MicroStrategy filing for bankruptcy. Time will tell. Checkout" [X Link](https://x.com/JBerneburg/status/1833135197312766323) 2024-09-09T13:27Z [----] followers, [---] engagements "Everything goes to zero against Bitcoin - Max Keiser (@maxkeiser) believes Bitcoins global hash rate is the most absolute way to measure the protocols health. The BTC prices extreme volatility is the output of a growing supply of crippled fiat. @RobinSeyr sits down with Max to discuss the mathematically guaranteed increase in purchasing power that was engineered into the DNA of Bitcoin. ๐ insights from full discussion: ๐ฎ Bitcoin's Future Dominance: Bitcoin is projected to capture over 65% of all global assets a massive leap from its current share of just 0.1%. This positions Bitcoin as a" [X Link](https://x.com/JBerneburg/status/1833647135444898037) 2024-09-10T23:21Z [----] followers, [---] engagements "๐ป The @productschool is an incredible resource for anyone that has a passion for delivering world class software. Their YouTube channel features some of the brightest PMs from best in class enterprises. They recently had @MicroStrategy sales engineers Arpan and Kaylin to talk about the investments $MSTR is making in democratizing AI. The market often focuses on their Bitcoin narrative but MicroStartegy has a horse in the race in the AI vertical. Give the clip a listen to see for yourself. Top insights from the product demo: [--] MicroStrategy One: A robust platform delivering real-time" [X Link](https://x.com/JBerneburg/status/1834426128162861136) 2024-09-13T02:57Z [----] followers, [----] engagements "@bramk @saylor The longer it takes for the market to recognize this and put in their [---] hours the higher the upside for $MSTR bag holders. Saylor is the chess board" [X Link](https://x.com/JBerneburg/status/1834638757670146454) 2024-09-13T17:02Z [----] followers, [---] engagements "The FASB accounting changes that allow BTC to be reported as fair value shouldnt create a taxable event. Theres definitely questions about how this is managed in the medium to long term which Im sure they have the best accountants already planning for this. Im sure we will hear more during the next earnings call as they get closer to implementing the new accounting measures" [X Link](https://x.com/JBerneburg/status/1836162757886083303) 2024-09-17T21:58Z [----] followers, [---] engagements "๐ฅฝ Private equity capital could create the next surge of corporate adoption - Chaitanya Jains (@_ChaitanyaJ) orange pill landed him an opportunity @MicroStrategy to learn about the reflexive flywheel that @saylor is engineering. He describes the treasury strategy at MicroStrategy as the inverse of a hedge fund with a laser focus on acquiring BTC and strategizing on the best financial vehicle to use at the right time; a complex task. @AcropolisBTC brings together Chaitanya @JBradMyers @iBobbyShell and @onchaincowboy to break down the future of corporate adoption and how Bitcoin is being talked" [X Link](https://x.com/JBerneburg/status/1836828994756645304) 2024-09-19T18:05Z [----] followers, [----] engagements "๐ถ Walk it like I talk it - @saylor follows the @Migos mantra. @MicroStrategys treasury has become a Bitcoin treasure chest. Michael Saylor is the pirate of the traditional financial system the pioneer of a playbook that is out-performing everyone and everything. @TXWestCapital @AP_Abacus and @TEXASOL61 discuss $MSTRs Bitcoin strategy that is shorting fiat currency. The DNA of MicroStrategy is so concentrated with BTC that any revenue changes to their operating business will be marginal. Tune into their full segment to hear their perspective on how the playbook is unfolding. Clip is Tillman" [X Link](https://x.com/JBerneburg/status/1837112674217283658) 2024-09-20T12:52Z [----] followers, [----] engagements "๐ Corporate Bitcoin adoption has different flavors. On one extreme you have @MicroStrategy pulling every financial lever to accumulate as much BTC as possible and on the other its the small family business who is stacking sats on their balance sheet to preserve wealth for the next generation. Regardless of flavor custody is king. Sam Baker (@macromule) research analyst @River recently shared a study with the community to break down the evolution of adoption. He joins @macrojack21 @MTanguma and @Croesus_BTC on @OnrampBitcoins channel to talk about $MSTRs success and his expectation for where" [X Link](https://x.com/JBerneburg/status/1837557685576994882) 2024-09-21T18:21Z [----] followers, [----] engagements "๐ The problem is ubiquitous yet the solution is singular. Companies globally are all fighting currency debasement. Bitcoin is the antibiotic that combats an inflationary environment. The next phase of adoption will bring institutions like endowment funds nation states pension funds and sovereign wealth funds to the Bitcoin network. Volatility comes with opportunity especially when the type of money transitions from retail to institutions. Sam Callahan (@samcallah) joins @BITVOLT on @SimplyBitcoinTV to give his perspective on the opportunity that lives in the future for BTC ๐ฏ Bitcoin could" [X Link](https://x.com/JBerneburg/status/1838210254330323186) 2024-09-23T13:34Z [----] followers, [----] engagements "๐ฆ Bitcoin is your money - @saylor and @saifedean are undeniably two of the best Bitcoin advocates of our time. Their latest discussion included a segment on BTC yield and whether it had a place in an economy that is powered by Bitcoin. @mattkratter (of Bitcoin University) uses the hyperbitcoinization narrative to help translate both sides of the coin. Theres the text book answer from Saif that wants to see the infrastructure or traditional finance sink while Saylor sees the systems coexisting for a period of time that enable a lending system that leverages Bitcoin. Listen to Matt breakdown" [X Link](https://x.com/JBerneburg/status/1838315977207116150) 2024-09-23T20:34Z [----] followers, [---] engagements "Youre not wrong in the traditional finance sense. Quite literally on paper $MSTR is over valued and the analysts that have it as such are using the traditional tools to make that valuation. If you can understand the strategy that Saylor is deploying you will see that he is front running the adoption of BTC at the institutional level. This is a bold bet that comes with high risk/reward. The volatility represents the opportunity which is an asymmetric bet arguably the best of this century. Gravity will come but it will be different. A type that MSTR will flourish in. One where they hold 1% of" [X Link](https://x.com/JBerneburg/status/1838943541126422772) 2024-09-25T14:08Z [----] followers, [---] engagements "๐ The tools to preserve wealth are being disrupted. Dilution suffocates financial assets which leads to a concentration of wealth allocated to physical assets like real estate. Bitcoin is enabling a transition of capital from physical to digital assets. One of the primary reasons according to Michael Saylor (@saylor) is the immortality of BTC. The "half-life" analogy helps explain the nature of decay and how long an asset can be preserved for. This transition wont happen overnight so there will be a world where the two coexist. @leonwankum has some awesome content that outlines how to take" [X Link](https://x.com/JBerneburg/status/1838978135892648382) 2024-09-25T16:25Z [----] followers, [---] engagements "๐ Bitcoin has no top because Fiat has no bottom - The demand construction campaign is cultivating an economic environment that will require an infusion of liquidity to stimulate the zombie economy. @CJKonstantinos joins @rajatsonifnance to explain what got us here and how Bitcoin is the technology that enables everyone and everything to move past corruption and create a world where Maslows hierarchy is built into the DNA of the monetary system. Tune in to hear CJ drop wisdom upon us. ๐ฏ Bitcoin enables people to live more fulfilling lives by growing their time and energy through space and" [X Link](https://x.com/JBerneburg/status/1839292430534750707) 2024-09-26T13:14Z [----] followers, [----] engagements "@ryQuant @saylor @MicroStrategy I agree - once $MSTR gets more attention in mainstream media I see him on the face of time magazine etc. with that comes a boost to the price. His story telling is elite and hes exclusions producing BTV content. Hes writing history and history will write about him" [X Link](https://x.com/JBerneburg/status/1839366962889330926) 2024-09-26T18:10Z [----] followers, [---] engagements "๐Leon Wankum (@leonwankum) believes Bitcoin is disrupting real estate similar to how e-commerce disrupted retail. In his conversation with @RobinSeyr he lays out [--] ways to infuse your real estate strategy with $BTC: 1) use a % of you cash flow to buy and store BTC for a holding period that can reach at minimum a few [--] year cycles 2) refinance existing debt and supercharge your capital with BTC to protect against inflation and participate in the upside - a page from the @saylor playbook 3) include an allocation of BTC in the loan structure of your next project. Listen to this [--] minute clip to" [X Link](https://x.com/JBerneburg/status/1840494451967365264) 2024-09-29T20:50Z [----] followers, [----] engagements "โ @MicroStrategy and @saylor are taking their expertise in business intelligence and applying it to a Bitcoin accumulation strategy that uses its cash flow to artificially mine BTC and using accretive dilution that nets a BTC yield. Does a yield on BTC from lending make sense @BTDenominator brings us back to times where lending/borrowing were built on the natural rate of money on a full reserve system with hard scarce money. In that climate 5% would be an after thought and thats at the core of his thesis. As custody matures with solutions like @OnrampBitcoin lending your energy on the most" [X Link](https://x.com/JBerneburg/status/1840750310521774211) 2024-09-30T13:47Z [----] followers, [---] engagements "๐ก Mainstream financial analysts that write about @MicroStrategy typically miss the mark. Raphael Lacava's recent article on @SeekingAlpha showcases what a $MSTR analysis looks like when the @saylor playbook is reverse engineered. Do yourself a favor and read this article if you are have any interest in Bitcoin or MicroStrategy. His conclusion says it all: "This innovative treasury model that MicroStrategy has unlocked of bullet-proofing balance sheets with a hedge against a depreciating US dollar alongside with its on-point execution in increasing BTC per share could very well propel the" [X Link](https://x.com/JBerneburg/status/1841142346873708566) 2024-10-01T15:45Z [----] followers, [---] engagements "๐ The Hardness of our money is like the control knob of our time preference - @saifedean. A productive society is one that can focus their energy on the future not on daily survival needs. A collapsing currency prevents society from focusing on the future. Saifedean believes Bitcoin is the vehicle that can carry value into the future and empower communities to be creative and forward thinking. Michael Jordan (@theothermjordan) sits down with Saif on the @Thebitcoinway_ podcast to chat about economic theory and the importance of time preference. Listen to this clip to hear how Bitcoin can" [X Link](https://x.com/JBerneburg/status/1841179739962425704) 2024-10-01T18:13Z [----] followers, [---] engagements "@gdr252 @PrestonPysh @saylor Are you referring to the futures trading Their conversation is in reference to options wrapped around spot price via ETFs like $IBIT. Do you know something I dont" [X Link](https://x.com/JBerneburg/status/1841544907653042513) 2024-10-02T18:24Z [----] followers, [---] engagements "๐ Dilution as an offensive tool versus a defensive tool - The playbook that has @MicroStrategy performing better than any asset in the world is still misunderstood. @DylanLeClair_ understood it implemented it and has transformed @Metaplanet_JPs treasury. His perspective on corporate adoption is unique given the day to day conversations he has with the legacy financial system. His Venn diagram analogy shows us why the classically trained suit and tie finance professional cant comprehend the strategy. The need to challenge existing assumptions for validating companies is difficult to unlearn." [X Link](https://x.com/JBerneburg/status/1841844256475918650) 2024-10-03T14:14Z [----] followers, [----] engagements "@dogreadsnews @saylor @MicroStrategy @MarioNawfal You know what you are getting but the market cant comprehend it. ๐ดโ " [X Link](https://x.com/JBerneburg/status/1842276306932613461) 2024-10-04T18:51Z [----] followers, [---] engagements "@dogreadsnews @saylor @MicroStrategy @MarioNawfal So buy as much as you can before we get to get ๐ธ" [X Link](https://x.com/JBerneburg/status/1842282787266875843) 2024-10-04T19:16Z [----] followers, [--] engagements "@TheSidSuri @saylor @MicroStrategy @MarioNawfal [--] minutes that every investor needs to hear" [X Link](https://x.com/JBerneburg/status/1842391662187753957) 2024-10-05T02:29Z [----] followers, [---] engagements "@HubertusVIE @saylor @MicroStrategy @MarioNawfal No doubt he can drag an analogy through the mud. A healthy mix of them cant hurt especially for new comers who are trying to grasp the first principles" [X Link](https://x.com/JBerneburg/status/1842597940604645833) 2024-10-05T16:09Z [----] followers, [--] engagements "Thestreet is looking to optimize engagement so they have released the interview in [--] parts so far. They have been trying to keep traffic to their site so you have to go to there to view everything. https://www.thestreet.com/crypto/markets/michael-saylor-explains-how-microstrategy-has-outperformed-all-s-p-500-companies-since-2020 https://www.thestreet.com/crypto/markets/michael-saylor-explains-how-microstrategy-has-outperformed-all-s-p-500-companies-since-2020 https://www.thestreet.com/crypto/markets/michael-saylor-explains-how-microstrategy-has-outperformed-all-s-p-500-companies-since-2020" [X Link](https://x.com/JBerneburg/status/1842629348521660906) 2024-10-05T18:14Z [----] followers, [---] engagements "Its a hidden gem" [X Link](https://x.com/JBerneburg/status/1842712749916471778) 2024-10-05T23:45Z [----] followers, [---] engagements "@BitcoinOllie @MicroStrategy @PunterJeff @PeterBTCAdviser Thanks for suggestion - any specific content you recommend" [X Link](https://x.com/JBerneburg/status/1842714039714996580) 2024-10-05T23:50Z [----] followers, [---] engagements "@BitcoinOllie @MicroStrategy @PunterJeff @PeterBTCAdviser Thanks" [X Link](https://x.com/JBerneburg/status/1842733672891310423) 2024-10-06T01:08Z [----] followers, [--] engagements "๐ง A Monetary unit that controlled by a centralized government that is focused on borrowing printing and taxing with little to no fiscal responsibility creates a moral dilemma; a society without an incentive to look forward. @saifedean describes Bitcoin as a good form of money that can hold value across time. He uses @nayibbukeles actions with El Salvador as an example of how collecting an appreciating asset can lead to fiscally responsible government. One that resets the problems that exist in society today. Saif joins Andrew Henderson on @nomadcapitalist to dive into his stance on Bitcoin." [X Link](https://x.com/JBerneburg/status/1843004749202985025) 2024-10-06T19:05Z [----] followers, 10.2K engagements "@uninvited2cents @saifedean @nomadcapitalist Are you inferring that Bitcoins value is purely based on dissatisfaction with central banks" [X Link](https://x.com/JBerneburg/status/1843135078240866459) 2024-10-07T03:43Z [----] followers, [--] engagements "I think few people understand it but everyone experiences it. Thats a great book so love the reference but you dont understand the technological innovation of Bitcoin. Its a network that enables value to be stored and transported without any third party. Its engineered with the properties of perfect money. As humans we need a way to transact peer to peer in the form of trade. What is your recommendation assuming we could wipe the fed tomorrow" [X Link](https://x.com/JBerneburg/status/1843140864148668472) 2024-10-07T04:06Z [----] followers, [--] engagements "Theres a reason why Bitcoin has appreciated from $0 to $63k - theres a growing number of people that are starting to understand its potential. In reality everything is going digital - outside of your physical presence like housing food. The power consumption is something that will become less of an issue as we innovate and find ways to mine using more effective ways. When you compare energy consumption to what it takes for other types of systems to output the type of proof of work that Bitcoin is doing its not as big of an issue. The internet was slow when it came mainstream I took decades" [X Link](https://x.com/JBerneburg/status/1843146302810406956) 2024-10-07T04:28Z [----] followers, [--] engagements "10 years ago I would of agreed. The liability has been de-risked with a [--] year track record. Removing the fed would solve a ton of problems but at the end of the day you still need a way to enable [--] billion people to trust a system that enables them to trade. I dont understand how that happens in your scenario" [X Link](https://x.com/JBerneburg/status/1843153949744124339) 2024-10-07T04:58Z [----] followers, [--] engagements "๐ If you have a hammer everything looks like a nail - Using legacy financial tools to evaluate @MicroStrategy leads you to a dead enterprise business intelligence software company. If you are @PunterJeff and @ryQuant with 1000s of hours of research youve spotted an asymmetric bet. Jeffs spot on with his take on how FASB accounting changes are one of the inflection points that will have every financial analyst drooling over $MSTR. The changes will catapult $MSTR to the top of every list when evaluating it using P/E and spark the industry to do their research. In an attention economy an" [X Link](https://x.com/JBerneburg/status/1843291924272202120) 2024-10-07T14:06Z [----] followers, [----] engagements "@onchaincowboy @MicroStrategy @saylor Saylor is the way" [X Link](https://x.com/JBerneburg/status/1843313319639498941) 2024-10-07T15:31Z [----] followers, [----] engagements "โ Its important to understand the advantage of being the first mover to a digital gold rush for an asset that has a finite supply. You get the benefit of exponential upside in the form of a reflexive flywheel just look @MicroStrategy. Brian Dixon (@briandixon06) has the perfect answer to @paulbarrons question about a potential dilution to the strategy that @saylor has pioneered. Brian focuses on more adopters = amplified BTC price = amplified treasury. Tune into @paulbarrontv to hear Brian and Perianne Boring (@PerianneDC) discuss the future of BTC on the balance sheet. ๐ฏ MicroStrategys bold" [X Link](https://x.com/JBerneburg/status/1843356589232697792) 2024-10-07T18:23Z [----] followers, [----] engagements "๐จ When the money printer was pointed in the direction of the food supply there were consequences to food quality that were driven by a desire to hide inflation. - Matthew Lysiak (@Matthewlysiak) author of Fiat Food calls attention to the undeniable correlation between Nixons economic decisions in [----] and Americas degrading health. The transition off the gold standard created an incentive structure that focused on price control over health. @natbrunell sits down with Matthew to talk about the core of the problem that is producing symptoms that are creating chronic diseases globally. Shout" [X Link](https://x.com/JBerneburg/status/1843670862915887202) 2024-10-08T15:12Z [----] followers, [----] engagements "๐ The @saylor treasure chest over at @MicroStrategy is starting to land in the google search bar for many across the US. Price discovery is in-force. Last time we saw this type of attention Bitcoin was surging. Could this be a leading indicator Time will tell. #MSTR" [X Link](https://x.com/JBerneburg/status/1843698705310089630) 2024-10-08T17:03Z [----] followers, [---] engagements "๐ฅ The results are in on the performance of the @saylor playbook when measuring in [--] year cycles; 2nd to nobody. Why are companies not lined up to leverage a similar strategy Founder led cash flow + companies fit the profile but the adoption curve for something this drastic requires a level of conviction that is wrapped in 100s of hours of research that has to cascade down to the board room etc. @_ChaitanyaJ has an interesting perspective on how Private Equity could be next up. The model is conducive to the environment that has concentrated decision making and time horizons that optimize for" [X Link](https://x.com/JBerneburg/status/1844016179536441839) 2024-10-09T14:04Z [----] followers, [----] engagements "@PunterJeff This might be your all-time best post. Lets keep the timeline segment a living post like you do with the daily $MSTR market cap. As we pass each milestone lets print the price. This is the receipt that will go in the history books" [X Link](https://x.com/JBerneburg/status/1844113299979501657) 2024-10-09T20:30Z [----] followers, [----] engagements "@BrianFeroldi If you bought $MSTR [--] years after the Bitcoin strategy you will still make a ton of money" [X Link](https://x.com/JBerneburg/status/1844348692746338722) 2024-10-10T12:06Z [----] followers, [---] engagements "๐ The playbook that shows you what it means to hedge your corporate value against the dollar - Yesterday was the official launch of Bitcoin for Corporations a partnership between @BitcoinMagazine and @MicroStrategy that is focused on accelerating corporate adoption of BTC. The program builds a community that has access to practitioners like @saylor and @DylanLeClair_ along with the same toolkit they used to grow @Metaplanet_JP and @MicroStrategy valuation. Over the course of the next few years I expect to see an influx of Bitcoiners that create specialized playbooks to help niche verticals" [X Link](https://x.com/JBerneburg/status/1844348961441632408) 2024-10-10T12:07Z [----] followers, [----] engagements "๐ง "The valuation of an equity today is a forward-looking valuation of its potential value at a point in the future. - this is why @MicroStrategy is trading thin at the margins with a 2x mNAV. The shareholder base understands the underlying technology and the valuation that will come as utility integrates into the broader economy. @PunterJeffs mention of how equities can act as a saving vehicles is powerful. Accumulating $MSTR in tax advantaged accounts especially with employer contributions is a recipe for an expedited retirement. Its capital that has the time to absorb the leveraged returns" [X Link](https://x.com/JBerneburg/status/1845109833697198284) 2024-10-12T14:30Z [----] followers, [---] engagements "๐ฏ The aim is to identify a sequence of events correctly and to see their implications before they become generally known." (Sorros) - Its wise to understand the core thesis behind George Sorros investment strategy. If you applied it to Bitcoin/MicroStrategy you would be like @ryQuant winning. The net to asset value multiplier (mNAV) is a variable in the flywheel that is elevating $MSTR price. In a free market the multiplier doesnt care about any one personss opinion but Ryan has a compelling one as he breaks down his thoughts on the catalysts that can drive the multiple to the moon. Ryan" [X Link](https://x.com/JBerneburg/status/1845815907227996339) 2024-10-14T13:16Z [----] followers, [----] engagements "๐ The premium on @MicroStrategys Bitcoin holdings is important to understand if you want to be a savy retail investor. Their primary goal during the Digital Gold rush is to increase BTC per a share. @saylor has engineered a infinite money glitch that uses his credit worthiness to borrow money for next to nothing + sells shares to the market and leverages the premium to purchase more Bitcoin. @BritishHodl explains the expansion and contraction concept in his latest video. Its worth giving the clip a listen to learn how price pull backs are healthy in this type of strategy. ๐ฏ "The goal of" [X Link](https://x.com/JBerneburg/status/1845925524901974197) 2024-10-14T20:31Z [----] followers, [----] engagements "๐ It gets late early (Yogi Berra) - the shift to institutional adoption of Bitcoin is just starting. The on-ramps were approved and now Wall Street is poised to do what they do best as @Scaramucci says sell and push their ideas. The marketing from @BlackRock has already started and the other institutions are quick to follow. @natbrunell and Anthony get together for a classic. Tune into this clip to hear Anthonys stance on where adoption is heading. ๐ฏ The US is the safest legal system with the deepest capital marketstime for Bitcoin to take center stage. Key insights from discussion: ๐ซ" [X Link](https://x.com/JBerneburg/status/1846190270515163495) 2024-10-15T14:03Z [----] followers, [---] engagements "@Zynthusiasm @PunterJeff @TimKotzman It's like a heartbeat - let the mNAV expand leverage the premium to buy more Bitcoin and the mNAV contracts. Let the heart start to beat again and repeat. Take advantage of the digital gold rush - win/win for everyone touching MSTR" [X Link](https://x.com/JBerneburg/status/1846651614570205528) 2024-10-16T20:37Z [----] followers, [---] engagements "In a world with an inelastic money supply like Bitcoin theres still be an interest rate to capture time preference people value having a bitcoin today more than in the future even if the supply is fixed. While inflation isn't a factor this time value still means some level of interest would naturally exist though lower than in an inflationary system. Saylor's point about a "natural" interest rate of 2-3% makes sense because credit and borrowing have always existed even with stable money. Its not that interest disappears just that its determined by market forces rather than central bank" [X Link](https://x.com/JBerneburg/status/1846754352066674720) 2024-10-17T03:25Z [----] followers, [--] engagements "๐ก "Bitcoin will break the $300T property market." - the investment thesis that real estate investors have used to generate trillions in profit has to be reimagined within the context of hyperbitcoinization. No one knows better than @leonwankum his understanding of economics technology and real estate has positioned him to be an early adopter of a Bitcoin infused real estate operation. He uses @MicroStrategy as an example of the premium that you get being a first mover to adopt such as strategy. The liquidity transfer from real estate to digital property will be gradual but keep in mind that" [X Link](https://x.com/JBerneburg/status/1846914632864125057) 2024-10-17T14:02Z [----] followers, [----] engagements "๐ฆ Bitcoin is the simplest story in finance but the hardest story for traditional finance players to understand. - @APompliano describes Bitcoin as the digital savings account and stable coins like @Tether_to as the digital checking account. A world where everyone regardless of your location or ethnicity can have access to a digital decentralized bank is here. Technology is enabling the unimaginable. The adoption of digital currencies outside of the western world is accelerating exponentially so much so that @stripe is looking into an acquisition. [----] should be an interesting year for" [X Link](https://x.com/JBerneburg/status/1847005220091330560) 2024-10-17T20:02Z [----] followers, [---] engagements "๐ฆ We want to be the Amazon of fixed income - deliver a better product direct to a new distribution channel - @saylor is redesigning his operating company @MicroStrategy on a Bitcoin standard. He explains how MicroStartegy uses Homogeneous credit to purchase digital property that returns a yield in days. Tune into @maddireidys channel to catch Saylor outline his rinse and repeat money hack. ๐ฃ "The flow of energy from traditional assets to Bitcoin is not a glitch but a natural process." - Michael Saylor Key insights from interview: ๐ Pioneering Strategy: MicroStrategy holds over 1% of all" [X Link](https://x.com/JBerneburg/status/1847058403019153522) 2024-10-17T23:33Z [----] followers, [---] engagements "@CoinWhale2 @leonwankum @MartyBent In theory it could be beneficial - you obviously want the best price possible at the time of converting the debt. Theres also the balancing act of the interest rate environment. Interested what Leon says" [X Link](https://x.com/JBerneburg/status/1847085816708993520) 2024-10-18T01:22Z [----] followers, [--] engagements "๐ฉผ Jim Cramer (@jimcramer) promptly cutting off his caller when asked about @MicroStrategy during his lightning round segment on @MadMoneyOnCNBC . No acknowledgment of its performance just labeled as a derivative. The brevity is a clear indication that hes hasnt done his homework. You would think that the ticker that just outran the entire S&P [---] would warrant an explanation. $MSTR is catching the eye of the public and the professionals are choosing to ignore it. When anything related to Bitcoin is brought up they sheppard you to the vehicle that comes with the Wall Street tax. Ignore" [X Link](https://x.com/JBerneburg/status/1847275757145362466) 2024-10-18T13:57Z [----] followers, [----] engagements "๐ง Want an inside look at the manual for the engine thats supercharging @MicroStrategy Meet @BenWerkman. His content has mostly been in written format but @TimKotzman gets Ben in the studio. Ben describes volatility as the key to unlock the @saylor playbook. Volatility is the magnet that attracts excitement and smart money. You also get the upside of the underlying asset that is driving the volatility Bitcoin as it emerges as the line item on the balance sheet that is protecting the value of the corporation. This is a must listen. Check out the clip and be sure to go to YouTube to see all 50" [X Link](https://x.com/JBerneburg/status/1848101460728557708) 2024-10-20T20:38Z [----] followers, [----] engagements "๐ @relai_app is helping entrepreneurs inject their operating system with the ultimate form of money Bitcoin. Julian Liniger (@julian_liniger) is building the app that is enabling small business to have a secure way to save in BTC. His team has now helped [---] businesses implement the @saylor playbook and the data on distribution of industries is fascinating. Crafts and Trades make up the majority (42%) with Services and Consulting following (34%) and lastly Real estate (20%). As corporate adoption accelerates globally it will be interesting to see what types of minds are open to joining as" [X Link](https://x.com/JBerneburg/status/1848504532164292832) 2024-10-21T23:19Z [----] followers, [----] engagements "๐ Western civilization is still flourishing from the capital accumulated from the prosperous Industrial Revolution. The ridiculous destructible suicidal policies are aggressively depleting that capital per @EconBreau. @saifedean gets Econ Breaus perspective on Nigerias economic status. He believes that cutting taxes and regulation alongside having sound money is a recipe for Nigeria to thrive given their resource rich labor abundant characteristics. Nigerias history hasnt allowed for a period of capital accumulation and therefore they are a victim of the global economic drivers (fiat" [X Link](https://x.com/JBerneburg/status/1848794479739748498) 2024-10-22T18:32Z [----] followers, [---] engagements "โ @MicroStrategy has proven that adding Bitcoin to your treasury is bullet proof from monetary inflation. @JoeConsorti believes that this strategy will become a popular trend over the next decade. $MSTR took a bet that his paid off for its shareholders. The question remains how high can it go in an environment that is primed for a surge in $BTC price. Service and custody companies are starting to spawn making for a leading indicator of an increased demand. @brandon_gentile chats with Joe about @saylors chess move that is position perfectly for whats to come. Check out this clip. ๐ฏ "In times" [X Link](https://x.com/JBerneburg/status/1848829036614615270) 2024-10-22T20:49Z [----] followers, [---] engagements "@IamnotaBotX @BritishHodl @MicroStrategy @MitchellHODL @BlockwareIntel Yeah he has the elevator pitch nailed" [X Link](https://x.com/JBerneburg/status/1849509212805529901) 2024-10-24T17:52Z [----] followers, [--] engagements "๐ Bitcoin is the global monster - @saylor has been consistent in his interviews that running an operating company in todays economic environment requires a digital monopoly. He knew @MicroStrategys BI software business didnt have one. However he discovered Bitcoin The greatest digital monoply in the world is digital money. @trish_regan of @76research educates her audience on the future of money by hosting Michael Saylor. He explains how Bitcoins protocol has become the armor for MicroStratgys treasury. I love the piece where he deflects that MicroStrategy is the monopoly and refers to" [X Link](https://x.com/JBerneburg/status/1849911279676186771) 2024-10-25T20:29Z [----] followers, [----] engagements "๐ @BritishHodl back tests the application of modern portfolio theory within the context of the magnificent [--]. The new addition @saylors @MicroStrategy. He positions the new entrant as a way to get exposure to Bitcoin in the form of financial engineering. $MSTR is the rocket fuel that boosts returns in a meaningful way with limited downside exposure. He uses data from the past [--] years to tell the story. His perspective is dialed in for the majority of investors that are not BTC maxis but are interested in maximizing their returns. Each company in the magnificent [--] is building and sustaining" [X Link](https://x.com/JBerneburg/status/1850966858507186373) 2024-10-28T18:24Z [----] followers, [----] engagements "๐ Anyone can jump on the @MicroStrategy bandwagon during ATHs. @BTDenominator has been covering them since the early says of @saylors Bitcoin development company pivot. Theres been a convincing narrative around $MSTR being the Bitcoin Bank of the future. The short/medium term is using financial engineering to capture the apex asset which positions MicroStrategy to generate yield in the form of lending and possibly acquiring cash flow generating assets than can further expand the BTC accumulation. Give this clip a listen to hear the banking narrative. ๐ฏ Our focus is on big-picture long-term" [X Link](https://x.com/JBerneburg/status/1851334059202683173) 2024-10-29T18:43Z [----] followers, [---] engagements "๐โ Innovation at its core is deflationary. However when the supply of the monetary unit is expanding faster than the productivity gains the value cant be recognized. @jackmallers calls being long Bitcoin being long humanity. The fixed supply of Bitcoin unlocks the ability to capture the benefits of technology and innovation. This is a paradigm shift that requires proof of work because you need to invest enough energy to see through the fog of the fiat based system. @saifedean and Jack discuss all things Bitcoin and Jacks company @Strike. Saif always stresses the importance of a Bitcoin" [X Link](https://x.com/JBerneburg/status/1851462336210403513) 2024-10-30T03:13Z [----] followers, [----] engagements "๐ Open source development projects in the Bitcoin ecosystem are the future building blocks towards global day-to-day scale of the Bitcoin protocol. eCash as Matt Odell (of @Ten31vc) puts it is the open interoperable protocol for bitcoin banks. @CashuBTC & @fedibtc are building these protocols that leverage the @lightning network to give the world a fast private simple and secure way to make payments. A version of a checking account that treats everyone equal. These wallets are built to be interoperable and therefore decouple the front end experience and the back end custodian. You need to" [X Link](https://x.com/JBerneburg/status/1851643525705699375) 2024-10-30T15:13Z [----] followers, 13.3K engagements "๐ซจ Bitcoin represents the next financial frontier - a strategic move to prepare for a potential loss of faith in other financial instruments. @saylor highlights the tetonic shift thats taken place to the Overton window as Bitcoin has been de-regulated and accepted into the financial system. @MarioNawfal just released his discussion with Michael on the @RTB_io. In the video Saylor talks about the opportunity for the US to capture the logical next best treasury asset before other nations make the switch. He boldly says we wont sell our state parks nuclear arms or Bitcoin. Michaels actions back" [X Link](https://x.com/JBerneburg/status/1851680865354486075) 2024-10-30T17:41Z [----] followers, [----] engagements "@OffshoreHODL @saylor I personally believe that this earnings call will be in textbooks for the next generation to study. He told a complex story at an elementary level. This is Saylor in his prime. What didnt you like" [X Link](https://x.com/JBerneburg/status/1852199649613857183) 2024-11-01T04:03Z [----] followers, [---] engagements "Youre entitled to your own opinion so I respect that. To be frank what more information do you need when you outperform everyone with an open source playbook that is built on a digital asset that is fixed in supply. REV the PR campaign and start the engine of corporate adoption. MicroStrategy wins in that scenario. As he said there are no losers for those that adopt this strategy just some that win more in relative terms. This investment is no longer a sofware play where you are looking for the next feature that can generate a multiple in revenue. This is about BTC yield and the levers being" [X Link](https://x.com/JBerneburg/status/1852204345334333542) 2024-11-01T04:21Z [----] followers, [---] engagements "๐จ@MicroStrategy held their Q3 earnings at close of business on Wednesday. Heres the [--] pieces of information you need to know:๐จ [--]. ๐They hold [------] Bitcoin. [--]. They re-branded from a Bitcoin development company to a Bitcoin Treasury Company. [--]. ๐ธ $42B capital planned for deployment across the next three [--] years includes the largest ATM in the history of capital markets. [--]. ๐งพ FASB fair value accounting will be applied in Q1 of [----]. 5.๐ค BTC yield will continue to be their KPI to measure the health of their treasury playbook. [--]. ๐ป Their software business continues to push through the" [X Link](https://x.com/JBerneburg/status/1852414722500407383) 2024-11-01T18:17Z [----] followers, [---] engagements "๐ The performance of the big tech company that has captured the majority of market share in digital intelligence did well (@nvidia). Who did better The small tech company that is at the frontier of the digital transformation of capital @MicroStrategy. The playbook that generated these returns is open sourced to the public for anyone to implement. @saylor is pushing the narrative to the market because he knows that the reflexive flywheel will rotate faster and faster as corporations start to grasp for a limited supply of Bitcoin pushing BTC price upward and rewarding his shareholders. He was" [X Link](https://x.com/JBerneburg/status/1852483805266735163) 2024-11-01T22:52Z [----] followers, [---] engagements "๐ฅ MicroStrategy is the hottest stock in this universe @saylor is proving that volatility is vitality. Pound for pound $MSTR has both the highest options open interest and daily trade volume. MicroStartegy is a featherweight that is competing with the heavyweights. Their [--] year $42B capital plan to accumulate more Bitcoin and generate BTC yield has them primed to be a heavyweight and likely the best performing one" [X Link](https://x.com/JBerneburg/status/1852551495117328843) 2024-11-02T03:21Z [----] followers, [---] engagements "๐ฆ @MicroStrategy has a monopoly. The monopoly that resides over the dominant digital asset that is fixed in supply. A monopoly that is protected by a protocol that is decentralized and more secure than anything weve ever seen. @saylor and his team cannot be caught at this point and they saw the shift in capital markets before everyone else. Thats why they implemented their playbook in [----]. $MSTR is undervalued within the context of whats possible in the future with a balance sheet that is injected with economic steel. @rajatsonifnance gets it listen to this clip from @MilkRoadDaily. Full" [X Link](https://x.com/JBerneburg/status/1852764632647077901) 2024-11-02T17:28Z [----] followers, [----] engagements "Its not even play catch up - more like follow the leader and dont get left behind. Theres very few operating companies that have the capital to catch up and of those companies the decision making obstacles are fierce - get a bunch of boomer board members to agree to buy billions of Bitcoin" [X Link](https://x.com/JBerneburg/status/1852790586127921435) 2024-11-02T19:11Z [----] followers, [--] engagements "๐ข Bitcoin is crude capital - if youre in TradFi and have had trouble digesting @MicroStrategys playbook watch @saylor simplify it for you using a different type of commodity crude oil. $MSTR is building the bridge for capital markets to get exposure to #Bitcoin in the way that meets them where they are. They refine the digital capital package it and distribute it. Listen in to this and then tell me how you would value a company like this" [X Link](https://x.com/JBerneburg/status/1853089666716619229) 2024-11-03T14:59Z [----] followers, [---] engagements "Its not an easy question to answer. Theres so many variables at play. They are doing something no one has ever done before so theres no real historical comparison. Bitcoin cold storage is likely the better risk/reward ratio but if you have money locked behind 401k bars its worth getting exposure. In a bull run the mNAV can and will expand fast not sure it will maintain the expansion but as the MSTR playbook evolvesa and they continue to find ways to generate yield that multiple could expand more naturally as the operating part of the treasury is recognized by the market" [X Link](https://x.com/JBerneburg/status/1853266807513088393) 2024-11-04T02:43Z [----] followers, [---] engagements "@OffshoreHODL Well you are part of the 1%. Its complicated for the suit and ties to comprehend it" [X Link](https://x.com/JBerneburg/status/1853277433190859072) 2024-11-04T03:25Z [----] followers, [---] engagements "๐ Public markets have a framework to value growth companies however they cant figure out how to apply it to @MicroStrategy. During Q3 earnings call @saylor says $MSTR is misunderstood and undervalued. Its important to understand the order if you misunderstand the value being offered to the market how could you value it in a reliable way MicroStrategy has proven that their playbook is accreting value. They are going to expand and accelerate their treasury operations and capture learnings as they go. They are the apex Bitcoin treasury company and the valuation of that operation is going to" [X Link](https://x.com/JBerneburg/status/1853445002828849498) 2024-11-04T14:31Z [----] followers, [---] engagements "๐ข @BenWerkman tell us what is $MSTR doing - breaking TradFi and distributing orange ties. @MicroStrategy is rewiring capital markets. As Ben says it they are a loading dock for institutional capital that otherwise cant access Bitcoin levers. Their approach is to find the deepest pockets and design volatility vehicles that are backed by Bitcoin. BritishHODL has been covering MicroStartegy heavily recently so it only made sense to bring the long format content MSTR expert to his channel. Listen to Ben sit down with @BritishHodl to peel back the hood of the engine that is powering @saylors" [X Link](https://x.com/JBerneburg/status/1853576669375742237) 2024-11-04T23:14Z [----] followers, [---] engagements "๐ The hyper-financialization of Bitcoin is hyper-bitcoinization The largest pools of capital are sitting at the gate patiently waiting to get exposure to Bitcoin. The fixed income market has woken up to the power of BTC backed bonds. @MicroStrategy has given the market the [--] year study to show proof of work. @DylanLeClair_ is a disciple of the @saylor playbook and he believes the crossing the chasm inflection point is here now that private credit is understanding the risk profile of a Bitcoin powered investment vehicle. Dylan joins @APompliano to discuss the impact that Bitcoin will have on" [X Link](https://x.com/JBerneburg/status/1853857052667547988) 2024-11-05T17:48Z [----] followers, [----] engagements "๐ง Its like putting your song on Spotify its where the listeners are - @EricBalchunas knows a thing or two about ETFs. His inflow projections for year [--] have already been passed and the ETFs strength through downturns doesnt show any signs of slowing down. He describes ETFs as the premium vehicle for 60/40 investors a way to put Bitcoin in the hands of mainstream investors. Fidelity and Blackrock paved the way for Bitcoin to re-build its reputation that was tarnished by SBF. These BTC ETFs are breaking every record that gold set by multiples. Tune into @natbrunells discussion with Eric to" [X Link](https://x.com/JBerneburg/status/1853898205026804028) 2024-11-05T20:32Z [----] followers, [----] engagements "๐ฉป @MSTRTrueNorth Royal rumble round [--] was a cage match. It included a choke slam from @Z06Z07 as he ties in Clayton Christensens Innovators Dilemma type moment for traditional finance. The digital transformation of capital is sparking disruption that is brewing a blockbuster type event. Professionals closest to the money monopoly have flourished and therefore have been comfortable working within the legacy system however that is the recipe for being disrupted. The longer financial advisors ignore Bitcoin and its proxies the more likely that are to be disrupted and displaced. @tadtweets gets" [X Link](https://x.com/JBerneburg/status/1854521466257113598) 2024-11-07T13:49Z [----] followers, 12.1K engagements "@andiarcher @MSTRTrueNorth @Z06Z07 @Danny85732 Great call @andiarc" [X Link](https://x.com/JBerneburg/status/1854542802819965055) 2024-11-07T15:13Z [----] followers, [--] engagements "๐ Ignoring the opportunities that exist in an economic engine that enables the monetization of Bitcoin blinds you from understanding @MicroStrategy. Regulation has held back any premium associated to monetization of digital property but theres tailwinds that are changing that. On @BlockFuel @BenWerkman breaks down how to put aside the legacy valuation model by using pre-revenue startup type models. Ben gives you the tools to uncover the asymmetric bet that Wall Street is blind to. $MSTR is building the infrastructure to capture the monetization which is a moat in the market that the market" [X Link](https://x.com/JBerneburg/status/1855291324863254894) 2024-11-09T16:48Z [----] followers, 15.8K engagements "@invest_answers What are you inferring when you say almost never fails ๐ซก๐" [X Link](https://x.com/JBerneburg/status/1855470906241339881) 2024-11-10T04:41Z [----] followers, [---] engagements "@invest_answers Have you noticed any distinct differences with weekend price movements now that ETFs are in the game" [X Link](https://x.com/JBerneburg/status/1855472311001841799) 2024-11-10T04:47Z [----] followers, [--] engagements "โTransformative inevitable and essential for the future. Read @saifedeans The Bitcoin Standard and then Malcolm @Gladwells The Tipping Point and you cant miss the obvious. The way we think and use money is going through a transformation as important as what the internet did to communication and information. @LawrenceLepard refers to the Bitcoin story as internet [---]. Its the base layer of a monetary network that is attracting everyone everywhere including the Wall Street titans. The innovation curve always includes a phase of skepticism along with danger but as that fades the tipping point" [X Link](https://x.com/JBerneburg/status/1855976236347982026) 2024-11-11T14:09Z [----] followers, [--] engagements "๐ผ The sooner you understand that the apex asset of the future is digital the quicker you will find @MicroStrategy. @ryQuant highlights the importance of studying the other side of a buy. If you put $MSTR through the @saylor long term hold thesis find something someone smarter and wealthier than you will want to acquire from you you find shares accreting BTC yield at rapid rates with [------] BTC on the treasury. Who is going to want the public equity with 1% of scarce digital capital. everyone. When everyone tries to buy something that is being measured using a KPI that represents a operating" [X Link](https://x.com/JBerneburg/status/1856112612087419315) 2024-11-11T23:11Z [----] followers, [----] engagements "๐If a decentralized spreadsheet threatens your system the system in your problem not the decentralized spreadsheet @LynAldenContact has perfected the explanation of how economic and technological forces have shaped currencies over time. The nothing stops this train narrative is built around the debt deficit being past the point of savior and the result being a slow meltdown that shifts the US into emerging marketization. Tune in to hear @natbrunell and Lyn discuss the macro environment. ๐ฏ "The complexity of Bitcoins governance reflects its strength and challengebalancing security" [X Link](https://x.com/JBerneburg/status/1856432260557254856) 2024-11-12T20:21Z [----] followers, [---] engagements "๐ Ben Horowitz (@bhorowitz) and Marc Andreessen (@pmarca) have been at the forefront of innovative technology since the 90s. They know a thing or two about how hard scaling a business is especially when the vertical is stifled by unjust regulation. They discuss the current administrations crackdown on crypto that has slowed down building within the ecosystem and shut off adoption of the most egalitarian market available. The one that banks the bank-less and doesnt discriminate. Tune into @a16z latest episode with Ben and Mark to hear how the Trump administration will affect tech start ups." [X Link](https://x.com/JBerneburg/status/1856557248517922850) 2024-11-13T04:38Z [----] followers, [---] engagements "@PeterSchiff @arturillo955 Probably" [X Link](https://x.com/JBerneburg/status/1856769505948578075) 2024-11-13T18:42Z [----] followers, [---] engagements "Correction: covered calls are sold 'out of the money' (aka OTM) or at minimum 'at the money' (ATM). This is in reference to the '๐ฐ Covered Call Strategy Amid Volatility' section. nod to the options guru @nithusezni" [X Link](https://x.com/JBerneburg/status/1857075646351966446) 2024-11-14T14:58Z [----] followers, [---] engagements "When I found Bitcoin I was in despair - the same person that predicted the Mobile Wave had trouble maintaining high growth in a fiat denominated world. Michael @saylor sits down with @natbrunell to highlight the significance of the strategic Bitcoin reserve bill that @SenLummis has proposed. He describes the bill as laying the ethical economic technical foundation to revitalize the global banking system. The ability for everyone and everything to recapitalize on Bitcoin is hope. The USA is heading towards the path of owning the world reserve capital network Bitcoin. Tune into the full episode" [X Link](https://x.com/JBerneburg/status/1858633962907676756) 2024-11-18T22:10Z [----] followers, [----] engagements "๐ฐ Peak story tellers are peak predators they deserve caution (@JasonPLowery via softwars) @MicroStrategy is the apex predator yet at the same time the apex benefactor - @nithusezni and @Adrian_R_Morris describe the dichotomy whereby @saylor is using his engineering background to tell the story of Bitcoin. The MAG [--] are fighting over digital intelligence while $MSTR is gradually accumulating digital capital. The digital moat has been built and now as @Adrian_R_Morris says it for every bite a nation state or corporation takes MicroStrategy gets [--]. Tune into @MSTRTrueNorth to hear the squad" [X Link](https://x.com/JBerneburg/status/1858886541113795055) 2024-11-19T14:54Z [----] followers, [----] engagements "@donmcallister I know a few people - @PunterJeff @BenWerkman @ryQuant" [X Link](https://x.com/JBerneburg/status/1858988847599955982) 2024-11-19T21:40Z [----] followers, [---] engagements "@BitPaine If anyone can do it its @saylor" [X Link](https://x.com/JBerneburg/status/1859089458034786515) 2024-11-20T04:20Z [----] followers, [--] engagements "๐ Convertible debt is a hybrid productdebt to the downside and equity to the upside. If you want to understand the @saylor playbook you need to master the mechanics of the convertible bonds and the investor types that are absorbing them. @RichardByworth can help with that. In the latest QB episode @PunterJeff sits down with Richard to dissect this investment vechicle. Richard highlights the fact that as @MicroStrategy matures and grows in market cap a credit default swap market will develop and attract even more interest in these bonds. This is a market that protects the investment from the" [X Link](https://x.com/JBerneburg/status/1859435759821901864) 2024-11-21T03:16Z [----] followers, [---] engagements "๐ How do you value the playground for wall street capital that has deep liquidity thats trading like crazy Theres no formula to calculate it and thats why $MSTR is in price discovery. Using the TradFi models to output a price doesnt work when you have capital in the trillions trying to get into the door. @BenWerkman talks about the shift from earnings per a share to Bitcoin yield and the concept that you can uncover the mania when you take the BTC yield and convert it to dollars. The 1x mNAV bears are getting a reality check from the @MSTRTrueNorth team. As @Adrian_R_Morris says at the" [X Link](https://x.com/JBerneburg/status/1859618488320500034) 2024-11-21T15:22Z [----] followers, [----] engagements "๐ If you like Bitcoin this is a monster for you - The shorts bring out @saylors orange tie. Hes quietly building a Bitcoin refinery that is generating the type of growth that disruptive technologies experience at scale. Index fund inclusion FASB accounting adoption Nation State FOMO Corporate adoption uptick SAB121 on the chopping block demand surging for the convertible notes and 100k imminent are all catalysts that are on the horizon for @MicroStrategy. If you bet against Saylor during the mobile wave you lost. Full video: https://youtu.be/Fztho2KqqdUsi=WKRGzxpWAdvUpVgu" [X Link](https://x.com/JBerneburg/status/1860100947256426737) 2024-11-22T23:19Z [----] followers, [----] engagements "๐ Bitcoin is insurance its insuring against monetary debasement finding the lowest common denominator in an investment thesis and unraveling the DNA of their balance sheet is where you find the highest upside opportunities. Insurance is the lowest common denominator in the institutional Bitcoin adoption equation. They are in the business of balancing risk to ensure they have the ability to pay out future liabilities in the form of claims. @PunterJeff lives and breaths at the intersection of insurance and Bitcoin. His explanation with @Danny85732 on the latest @MSTRTrueNorth episode is the" [X Link](https://x.com/JBerneburg/status/1860348294834049028) 2024-11-23T15:42Z [----] followers, [----] engagements "@coryklippsten @saylor @BitcoinPierre Whos going to be right in 2028" [X Link](https://x.com/JBerneburg/status/1860553564780634484) 2024-11-24T05:18Z [----] followers, [---] engagements "@OffshoreHODL Your forgetting that these investment pools are constrained to the regulation in their arena. Its not dumb money its dumb regulation. This is the best way for them to get exposure to Bitcoin type returns with the risk stripped out. Youre missing an important piece" [X Link](https://x.com/JBerneburg/status/1860870272573747578) 2024-11-25T02:17Z [----] followers, [---] engagements "@matters_btc @OffshoreHODL Yes - although it does have a bit more risk than a traditional bond in that MSTR as an operating company is still building their empire and theres no credit default swap market yet" [X Link](https://x.com/JBerneburg/status/1860891353468559441) 2024-11-25T03:40Z [----] followers, [---] engagements "๐ ๐ญSo.as Ive said previously @PunterJeffs pause says it all. This week is where we see @saylor playing chess pulling all the right levers right before the QQQ calibration date. Jeffs quote tells you everything you need to know - @MicroStrategy doesnt need $S&P [---] & $QQQ the $S&P [---] & $QQQ need $MSTR - hes spot on here if Bitcoin performs like we think it will this cycle these funds will greatly benefit. Listen to Jeffs breakdown on @MSTRTrueNorth to hear what is likely to come this week and what it means for the next few months. Key insights: ๐ Complexity of the Trade: MicroStrategys" [X Link](https://x.com/JBerneburg/status/1860906260121760221) 2024-11-25T04:40Z [----] followers, [---] engagements "@OffshoreHODL Whats your stance on $MSTR Im incredibly confused by your posts haha" [X Link](https://x.com/JBerneburg/status/1861076935792554049) 2024-11-25T15:58Z [----] followers, [--] engagements "๐ Using fake money to buy as much real money as possible @rajatsonifnance believes that @MicroStrategys long term position is part of the top tier equities globally. Why is that Because they were the first to adopt their strong standing in the equity and bond markets to generate a BTC yield at an unprecedented scale. Its important to understand the BTC cycles and know the cyclical nature of the asset class before jumping in. The volatility is part of a game that is being towed to Bitcoin as an emerging technology as the base layer of the globally monetary system. Tune into @TimKotzman latest" [X Link](https://x.com/JBerneburg/status/1861112648789790765) 2024-11-25T18:20Z [----] followers, [----] engagements "@OffshoreHODL Dont forget that this X world we live in represents a tiny fraction of the real world" [X Link](https://x.com/JBerneburg/status/1861219653839655173) 2024-11-26T01:25Z [----] followers, [--] engagements "@MSTRTrueNorth Pulled a quick one on us with the [--] min delay" [X Link](https://x.com/JBerneburg/status/1861244712927039687) 2024-11-26T03:04Z [----] followers, [---] engagements "@DaxxTrader @saylor @Jason @joerogan Waiting for election results and timing it around Bitcoin peak interest. Rogan is a mastermind in that way" [X Link](https://x.com/JBerneburg/status/1861271324825473471) 2024-11-26T04:50Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@JBerneburg JustinJustin posts on X about bitcoin, $mstr, saylor, money the most. They currently have [-------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence cryptocurrencies finance stocks automotive brands technology brands countries currencies social networks exchanges travel destinations
Social topic influence bitcoin #4925, $mstr #454, saylor, money, balance sheet, mstr #49, fixed income, investment, $strk #37, $strf #12
Top accounts mentioned or mentioned by @saylor @microstrategy @punterjeff @mstrtruenorth @strategy @timkotzman @nithusezni @hillerydan @prestonpysh @z06z07 @werkman @benwerkman @saylors @natbrunell @microstrategys @adrian @tipnetwork @masonfoard @dylanleclair @saifedean
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Strike (STRK) Strategy Incorporated (STRF) Stride (STRD) Bitvolt (VOLT) Microsoft Corp. (MSFT) Coinbase Global Inc. (COIN) Robinhood Markets, Inc. (HOOD) BlackRock Inc (BLK)
Top posts by engagements in the last [--] hours
"@hayleyinvests $MSTR"
X Link 2024-05-10T01:41Z [---] followers, [--] engagements
"@Danny85732 Its a cheat code that requires patience and discipline. DCA into both of these over the next decade and you will find yourself in the 1%"
X Link 2024-06-07T22:12Z [---] followers, [----] engagements
"@luke_broyles On the path to $200000 their new product roadmap will be gaining traction & they will have all of Wall Street and Retail jumping on their back. Its possible that they are top [--] in market cap. IMO its not a matter of if its when. They own 1% of digital manhattan. #MSTR"
X Link 2024-06-09T01:55Z [---] followers, [---] engagements
"@abbasmohamed_uk @luke_broyles @MicroStrategy Totally agree. MSTR owns 1% of the energy that everyone on this planet will want before they know they want it. @saylor is writing history right in front of our eyes"
X Link 2024-06-09T02:52Z [---] followers, [--] engagements
"@RobCochran1983 Whats your narrative for $MDT"
X Link 2024-06-09T12:28Z [---] followers, [--] engagements
"Love your choice to bring on someone that is outside the traditional network of Bitcoin. Spreading Doms message is inspiring for blue collar America who needs their retirement protected against inflation. Well done ๐ @Beiwatch1 shout out to you for pushing your industry forward"
X Link 2024-06-11T16:59Z [---] followers, [---] engagements
"๐๐ฅ 15-year firefighter @Beiwatch1 dives into #Bitcoin After [--] years of service and union leadership he discovered Bitcoin in [----] and has been championing it ever since. ๐ช "Bitcoin is like our protective gearessential for safety in a chaotic world." ๐ Courtesy of @natbrunell Learn why pensions and unions should consider Bitcoin: security growth and resilience. ๐๐ #Crypto #Firefighters #FinancialSecurity https://www.youtube.com/watchv=8o9fEjGOnb8&t=1086s https://www.youtube.com/watchv=8o9fEjGOnb8&t=1086s"
X Link 2024-06-11T17:43Z [---] followers, [----] engagements
"@natbrunell @PrestonPysh @jameslavish @SusieBdds MicroStrategy and corporate adoption"
X Link 2024-06-11T18:04Z [---] followers, [---] engagements
"@TheBTCTherapist Less than 1% of the market understands what he is even doing with $MSTR. While he owns 1% of the worlds digital capital before anyone knows it"
X Link 2024-06-13T21:53Z [---] followers, [---] engagements
"๐Meet Venice the AI chat system built by @_ErikVorhees. Unlike other AI Venice doesnt spy on you or censor answers. ๐๐ค Dencentralized permissionless and resistant to government shutdowns Venice offers true freedom in AL interactions ๐๐ฌ Courtesy of @WhatBitcoinDid and @PeterMcCormack discover why Bitcoins rise is unstoppable and how it parrallels the need for decentralized AL. #crypto #AI #innovation https://twitter.com/WhatBitcoinDid/status/1800878283820859458/video/1 https://twitter.com/WhatBitcoinDid/status/1800878283820859458/video/1"
X Link 2024-06-14T12:41Z [---] followers, [---] engagements
"From [--] days in the White House to a 11X Bitcoin price prediction ๐ @Scaramucci sees a huge surge for #Bitcoin alongside Fed rate cuts by this fall. ๐ He believes in Bitcoin's potential to outpace #Gold and with global rate cuts boosting capital flows into crypto. ๐ชHe shares an insightful anecdote from a Saudi Arabian sheik who emphasized the portability advantage of Bitcoin over gold in case of political instability.๐งฑ Courtesy of @davidlin_TV get the unique perspective of someone that has served both the public and private sector. #Bitcoin #Crypto #Investing #Scaramucci ๐ Anthony"
X Link 2024-06-14T18:34Z [---] followers, [----] engagements
"@Moneybaglives Social media is a money printing machine in an attention economy"
X Link 2024-06-15T21:35Z [---] followers, [--] engagements
"๐ @BITVOLT (Nico Moran) host of @SimplyBitcoinTV delves into the rise of his growing channel and slogan "Bitcoin or slavery." ๐ฐHe contrasts decentralized Bitcoin with controlling CBDCs and highlights how Bitcoin promotes freedom amidst government and media power plays. ๐ โ๐ฅBitcoin eliminates the incentive for war and decentralizes power representing peace.โ ๐ฅConversation also includes the shift in media coverage from mainstream to independent and how Trumps support for #bitcoin is a strategic move to appeal to a broader voter base. ๐ณ Follow @kobiduran and his channel @coinbeastmedia to"
X Link 2024-06-18T22:32Z [---] followers, [---] engagements
"๐ @saylor 's Bitcoin Cheat Code ๐ Watch @SimplyBitcoinTV's latest episode as @BITVOLT analyze's the ๐ himself. Get insight into @MicroStrategy's bold move: Holding over [------] BTC worth $14.5B Borrowing at low rates and betting on Bitcoin's 50-55% annual growth. ๐This strategy will eventually catapult MicroStrategy into the S&P [---] top [--] ๐ With institutional Bitcoin adoption on the rise is BTC the ultimate capital asset #Bitcoin #Crypto #MichaelSaylor #MicroStrategy https://x.com/SimplyBitcoinTV/status/1804256302132294101 https://x.com/SimplyBitcoinTV/status/1804256302132294101 Michael"
X Link 2024-06-21T21:32Z [---] followers, [---] engagements
"๐ Is #bitcoin the key to a better future @sebbunney thinks so ๐ @RobinSeyr is keeping the content coming following his viral @saylor interview. ๐takeaways: ๐ก Bitcoin can: Provide a store of value immune to inflation Promote fiscal responsibility and limit government overreach Enable saving and lower living costs over time and Foster economic growth and individual freedom. ๐ Imagine a world where: Governments compete like businesses for fiscal efficiency. The monetary system shifts from consumerism to societal contribution and People can freely choose their jurisdictions based on values."
X Link 2024-06-24T13:40Z [---] followers, [---] engagements
"@PerianneDC Bitcoin* is the majority"
X Link 2024-06-27T19:48Z [---] followers, [--] engagements
"๐@isabellasg3 decomposes Michael Saylor's Bitcoin Strategy: Turning Debt into Wealth in the latest @getbasedtv episode ๐ ๐@saylor founder of @MicroStrategy made waves by shifting $250M into Bitcoin in [----] marking a game-changing moment. Hes continued to double down on this cheat code resulting in billions of unrealized gains. ๐ข"Bitcoin represents freedom sovereignty truth integrity and hope for the world and it will outlast all of us." - Michael Saylor ๐Takeaways: ๐ตSaylor transformed MicroStrategys financial strategy by purchasing Bitcoin propelling its stock price upward. ๐งBorrowed"
X Link 2024-06-28T19:04Z [---] followers, [----] engagements
"@BITVOLT Totally a distraction it its purest form"
X Link 2024-06-29T15:40Z [---] followers, [---] engagements
"๐@donmcallister makes his #Bitcoin debut on @RobinSeyrs latest episode.๐ธ ๐บDons content journey is an interesting one that started with specialization in Mac tutorials via @sconline and has bled into Bitcoin. ๐Bitcoin isn't just a store of value; it's meant to be spent - Don McAllister ๐ takeaways: ๐คEmbrace Spending: McAllister advocates for spending Bitcoin to drive adoption and create a circular economy. ๐โUse 'Bits': Simplifying Bitcoin transactions by using 'bits' (100 sats) can make it more accessible and intuitive. โกLightning Network: Instant payments via the Lightning Network"
X Link 2024-06-29T17:08Z [---] followers, [---] engagements
"@PunterJeff @ryQuant Maybe Dell was influenced ๐คฃ"
X Link 2024-07-01T03:28Z [---] followers, [--] engagements
"@Charge_Stack The upcoming bull run is going to be a magnet for anything Bitcoin related. Watch those impression numbers skyrocket those that settled the niche first will prosper. Great post D.R"
X Link 2024-07-02T01:07Z [---] followers, [--] engagements
"IMO - its hard to nail this down. You can try to correlate to past performance but it feels like this market cycle is a bit different with institutional dollars and ETF entering the equation. Also @saylor is becoming a celebrity so the NAV multiple is going to be interesting in addition to the pivot in their core value proposition moving to a bitcoin company"
X Link 2024-07-02T16:18Z [---] followers, [--] engagements
"๐From stay at home Mom to housing and economic expert Amy Nixon (@texasrunnerDFW) sits down with @natbrunell to provide you insight on the housing market and why Millennials are relying on Bitcoinโก Theres a lot of money supply chasing limited assets - Amy Nixon Key takeaways: ๐ Housing Market Slowdown: Home and rental prices are rising slower due to economic uncertainties like the pandemic and war in Ukraine. The Fed's interest rate hikes are also impacting affordability. ๐ง๐ง๐งMillennials and Homeownership: High prices and low supply are making it tough for Millennials to buy homes. Instead"
X Link 2024-07-02T17:25Z [---] followers, [----] engagements
"From conversations with world leaders to a Bitcoin discussion on @TIP_Network with @PrestonPysh Prince of Serbia (@PrincFilip1 ) talks about the positive impact Bitcoin can have on energy politics and people's lives as seen in El Salvador's successful implementation. ๐ฌBitcoin's properties as moneyscarcity and divisibilitymake it a hedge against inflation and government control." - Prince of Serbia Key takeaways: ๐ชBitcoin Advocacy Journey: Prince Philip of Serbia initially dismissed Bitcoin as "magic internet money" in [----] but later became a "full-fledged Maxi" focusing solely on Bitcoin"
X Link 2024-07-03T13:50Z [---] followers, [---] engagements
"๐ก Pomp (@APompliano) talks current real estate conditions with Lance Lambert (@NewsLambert) co-founder of @ResidentialClub. 60% of home owners couldnt afford to buy their home given their current income at todays rates. ๐ท ๐ฃ The fastest ever deterioration of housing affordability - Lance Lambert Key takeaways: ๐ฆ
Soaring Home Prices: Increased demand during the pandemic and insufficient housing supply have driven home prices sky-high. ๐ชRising Costs: Higher mortgage rates home insurance premiums and repair costs are straining potential buyers. ๐ฆInventory and Churn: Decreased demand from"
X Link 2024-07-03T19:59Z [---] followers, [--] engagements
"๐ช@DylanLeClair_ is now the Director of Bitcoin Strategy at @Metaplanet_JP aiming to drive Bitcoin adoption and corporate strategy drawing parallels to Michael Saylor's approach with @MicroStrategy. @Bitcoinbeach sits down to learn more about Dylans journey.๐ ๐"Japan's favorable environment for Bitcoin adoption presents a unique opportunity for corporate strategy and growth." - Dylan LeClair Key takeaways: El Salvador's Bitcoin Adoption: LeClair praised @nayibbukeles & El Salvador's move to make Bitcoin legal tender highlighting its potential to improve governance and the economy. ๐งณCareer"
X Link 2024-07-06T18:12Z [---] followers, [----] engagements
"๐ @martybent sits down with Aleksandra Svetski (@SvetskiWrites) to discuss how Bitcoin and core virtues can reshape our civilization for a future thousands of times more powerful than the present via @TFTC21 ๐ ๐ "Bitcoin can help restore faith in the currency by providing a sound and stable store of value that is not subject to inflation or manipulation by governments." - Aleksandar Svetski Key takeaways: ๐ฌAction over Complaints: Move from criticism to constructive actions to reclaim socio-economic power. ๐ฎ๐ผโCore Virtues: Embrace justice courage integrity and more for a sustainable"
X Link 2024-07-08T19:57Z [---] followers, [---] engagements
"โฐ@natbrunell hosts one of the faces on Mount Rushmore of Bitcoin @JeffBooth. He uses first principle thinking to emphasize Bitcoin's importance beyond price its role in driving deflation and its synergy with AI in promoting a decentralized future.๐ ๐"Bitcoin's value isn't tied to fiat currencies; it's a protocol for a free market." - Jeff Booth ๐Bitcoin Beyond Price: Booth emphasizes the importance of Bitcoin's network and infrastructure over its price fluctuations. It's about the technology not the fiat value. ๐Deflation is Natural: Contrary to popular belief deflation driven by"
X Link 2024-07-09T12:26Z [---] followers, [---] engagements
"@luke_broyles @MicroStrategy To simplify this. Do you want to trade rugs or something that owns 1% of the first secure decentralized digital capital or better of just buy that digital capital outright and self custody it"
X Link 2024-07-11T22:40Z [---] followers, [---] engagements
"๐ง๐With the help of @BryanBSolstin discover how Bitcoin can revolutionize the economy and environment by promoting sustainability reducing waste and combating the flaws of fiat currency systems - brought to you by @bramk.๐ธ ๐ค"Bitcoin is a lifeboat and a new paradigm compared to the current fiat system offering protection against its potential collapse." - Bryan Solstin Key takeaways: ๐Deflationary Asset: Bitcoin's fixed supply encourages saving reduces waste and promotes renewable energy use. ๐ตCritique of Fiat Money: Centralized fiat systems drive hyper-consumption and environmental"
X Link 2024-07-13T13:25Z [---] followers, [----] engagements
"๐งซEric Semlers (@SemlerEric) early tech investments were as successful as Bill Waltons resume. Watch @MartyBent dissect Erics mindset and why Semler Scientific added Bitcoin to their balance sheet (via @TFTC21)๐ ๐ค "Semler believes that the combination of institutional support and generational belief in Bitcoin along with global currency debasement creates a powerful force for the asset's growth." - Eric Semler Key takeaways: ๐จ๐ผInstitutional Adoption: Companies like MicroStrategy @Tesla and @Square are leading the way. As more institutions buy in Bitcoin's mainstream appeal and price will"
X Link 2024-07-15T12:52Z [----] followers, [----] engagements
"๐@PrestonPysh finds a gem in Ryan MacLeod (@NuclearBitcoinr ) who breaks down the synergies between Nuclear power and Bitcoin mining. Ryans delves into how new reactor designs like SMRs could revolutionize a reliable efficient and eco-friendly sustainable energy future. Tune into the latest episode on @TIP_Network.๐ ๐ "Nuclear power offers a reliable and consistent energy source for Bitcoin mining unlike renewable sources like solar and wind." - Ryan MacLeod Key takeaways: โขReliable Energy Source: Nuclear power offers a stable and continuous energy supply perfect for Bitcoin mining"
X Link 2024-07-17T17:40Z [---] followers, 15.2K engagements
"๐งจ@PunterJeff and @ryQuant give Dan Hillary (@Danny85732 ) a call to the majors in their latest Quant Bros episode. Its a must watch for any one interested in microstrategy and the options landscape.โก ๐ "There's clearly an edge to holding @MicroStrategy and that's reflected in MSTR outperforming Bitcoin by about 0.156% every day." Key takeaways: ๐ MicroStrategy's Market Performance: Discussing its resilience and bullish catalysts ahead including Russell rebalance impacts and potential S&P [---] inclusion. ๐ Options Analysis: Exploring the strategy behind call options the potential returns"
X Link 2024-07-20T12:46Z [---] followers, [----] engagements
"๐บRob Wolff the energy behind Digital Asset News (@NewsAsset) sits down with @MrMPodcast to discuss diversification learning from mistakes real-world utility in investments Bitcoin's cycles and the impact of Bitcoin ETFs on mainstream adoption.๐บ ๐As Warren Buffett says "You don't have to make all the mistakes yourself. Learn from others' screw-ups." Stay informed and invest wisely. ๐ highlights: ๐Diversify and Hedge: Rob emphasizes the importance of not putting all your eggs in one basket. He balances his investments between Bitcoin altcoins real estate and even precious metals to"
X Link 2024-07-21T19:04Z [---] followers, [---] engagements
"@seanclarke911 @elonmusk Take some of that spaceX rocket fuel and pour it onto Bitcoin. I wouldnt be surprised to see MSTR get some extra lift from this"
X Link 2024-07-21T19:58Z [---] followers, [--] engagements
"@drpetetobin What time horizon are you shorting MSTR for Shorting them heading into a bull market is dangerous"
X Link 2024-07-21T22:46Z [---] followers, [--] engagements
"๐ฌBrian Brookshire (@btc_overflow) unwraps the @saylor playbook with @IIICapital during the latest @unchainedcom episode. Tune in to understand the mechanics behind the magic that has @MicroStrategy sitting just below $1.8k per a share. ๐ insights: ๐ Brookshire on MSTR debt strategy: "MicroStrategy's strategy works best at market tops because they can leverage their premium to net asset value (NAV) and high volatility to secure lower interest rates." ๐ธ Convertible Debt Strategy: MicroStrategy issues convertible notes to buy Bitcoin maximizing returns during market highs but risking"
X Link 2024-07-23T19:06Z [---] followers, [----] engagements
"๐ต Mark Goodwin (@markgoodw_in) co-author of The Chain of Custody simplifies the web of complexity between Bitcoin VC firms and global markets. His deep understanding on how these elements shape emerging markets and the broader financial ecosystem is on display in the latest @TIP_Network conversation with @PrestonPysh. ๐ "Bitcoin empowers individuals yet it can also embolden corrupt entities. Critical thinking and independent research are essential." - Mark Goodwin ๐insights: ๐ Dive into the hidden dynamics of Bitcoin's elite custodians In the latest deep dive by Mark Goodwin explore these"
X Link 2024-07-24T18:35Z [----] followers, 17.3K engagements
"โ๐ฅ@RobertKennedyJr has committed to a presidency under his command that WILL hold Bitcoin in reserve. He goes as far as saying that the majority of his wealth has been allocated to the most secure decentralized digital capital Bitcoin. Tune into @scottmelkers latest episode where he partners with @CaitlinLong_ to decompose RFK JR. Bitcoin stance. ๐ฅHot start to BTC Nashville. JFK JR. set the bar high for @realDonaldTrump who his a headerliner @TheBitcoinConf. Game theory is locked and loaded. ๐งTransparency sovereignty decentralization and democracy is what Kennedy is focus on ๐ฅ Full video"
X Link 2024-07-25T00:59Z [---] followers, [----] engagements
"๐@saylor parlaying his Bitcoin influence to land @MicroStrategy a partnership with @BitcoinMagazine. Bold move by @mikegermano and his team. Symbiotic relationship building on Microstrategys transition to a Bitcoin development company"
X Link 2024-07-25T21:46Z [---] followers, [---] engagements
"Your definition of utility must be different than mine. Its utility is highlighted by its imminent adoption by nations as legal tender offering decentralized digital capital that reduces reliance on traditional banking lowers transaction costs and enables financial inclusion. Its transparency and security is something that flag cant hide behind. It was hard to recognize utility behind electricity during the early days your comment is within the context of not investing your [---] hours"
X Link 2024-07-26T17:32Z [---] followers, [--] engagements
"@HermesLux @MicroStrategy Whats your elevator pitch"
X Link 2024-07-26T22:16Z [---] followers, [---] engagements
"๐ง@saylor superpower is at the intersection of his engineering background vast knowledge of cause and effect in history and his ability to tell stories. Thats on display during his headliner speech @TheBitcoinConf. His bit on the comparison between the great trades in US history to present day BTC trade is worth a watch. ๐ "Bitcoin is digital capital that is immortal immutable and immaterial." - Michael Saylor Key insights: ๐กBitcoin Revolution: Saylor argues that Bitcoin is a revolutionary force capable of transforming the global economy and moving beyond outdated 20th-century ideas and"
X Link 2024-07-27T17:44Z [---] followers, [----] engagements
"@hoose_house @saylor @TheBitcoinConf @MicroStrategy I often ask myself - without saylor where would we be"
X Link 2024-07-28T17:32Z [----] followers, [--] engagements
"๐ฆ Caitlin Long (@CaitlinLong) explains how regulatory pressures have forced banks into using an archaic technology stack that cant keep up with the fast paced FinTech space. Nolan Bauerle (@countbtc) moderates a session with leaders in the traditional banking space @TheBitcoinConf that included Miles Paschini (@yolobro) and Sangun Garg (@sagungarg). ๐ "Banks need to update their internal processes train staff to handle these new assets and understand the implications of a deflationary asset like Bitcoin." ๐ Key Insights: ๐จ๐ป๐งTech Limitations: Traditional banks struggle to integrate"
X Link 2024-07-29T12:51Z [---] followers, [----] engagements
"๐ฆต๐ป@PunterJeff goes solo to reflect on @TheBitcoinConf and his recent analysis on @MicroStrategy. The technological advantage of having more sound money than any other enterprise in the world is a monopoly that will grab the markets attention as BTC is understood. ๐ง to Jeffs bit on MSTR comparison to @Tesla. ๐ Key insights: ๐ฆ MicroStrategy (MSTR) Stock Insights: Theres a common belief that MSTRs stock wont exceed a 1-2x multiple of its net asset value. But the new MSTR Tracker tool shows potential for significant gains analyzing the relationship between MSTRs stock price and Bitcoin's"
X Link 2024-07-29T15:47Z [---] followers, [----] engagements
"๐Michael Saylor (@saylor) Executive Chairman of @MicroStrategy has a creative spin on the meaning of an entrepreneur - they are an economic engineer. Tune into the @TheAtlasSociety latest episode to hear Saylor deconstruct what makes a great entrepreneur with @AntonellaMarty. Key insights: ๐ง Entrepreneurship as Engineering "An entrepreneur is an economic engineer." - Michael Saylor. Entrepreneurs like Henry Ford and John D. Rockefeller combined engineering with practical economics to revolutionize industries. ๐ Influence of Science Fiction and Fantasy Saylor credits science fiction for"
X Link 2024-07-29T20:21Z [---] followers, [----] engagements
"Robert F. Kennedy Jr. (@RobertKennedyJr ) is focused on rebuilding the middle class. He will inject the US treasury with Bitcoin to restore optimism unity and economic reform. @natbrunell sits down with RFK to hear his path to victory. ๐ RFK JR on the return to the foundational values: "The American middle class was the engine of the country's economic success ๐Key Insights: ๐ Parallels to [----] Election: Robert F. Kennedy Jr. draws striking similarities between today's political landscape and [----] aiming to reclaim the spirit of the early 1960s and revive optimism and idealism. ๐ณ Campaign"
X Link 2024-07-30T13:11Z [---] followers, [---] engagements
"๐ฅDaniel Hughes (@DanoCrypto904) bumps into Davinci Jeremie (@Davincij15) and Danny Pompa Jr. @TheBitcoinConf and unscripted they talk about the financial engineering behind @saylor's @MicroStrategy playbook. MSTR represents smart money that is front running the the disruption that will play out over the next 10-15 years. Full video from Daniel's youtube channel: https://youtu.be/4B06vipNFOwsi=jndh4-WqoeC72Uhq https://youtu.be/4B06vipNFOwsi=jndh4-WqoeC72Uhq"
X Link 2024-07-30T18:36Z [---] followers, [----] engagements
"Great analysis. I agree that their operating business needs to generate growth at a point in time to get them to that elite status. The BTC on the balance sheet will continue to demand a premium but it also should enable them to get the right talent in the doors to execute on Saylors vision of a Bitcoin develop company. As Bitcoin becomes more mainstream and MSTR gets attention I think the develop will accelerate. I believe they will have something in market that spawns growth in the coming years I just hope they keep shareholders along for the journey. MSTR as an opportunity to become the"
X Link 2024-08-02T13:21Z [---] followers, [---] engagements
"$MSTR KPIs at the corporate level are proof that they are all-in on pushing the boundaries in finance by swapping the measuring stick to hard money Bitcoin. Using USD/S&P500 as the barometer is a losing formula. @IIICapital is just the messenger. $2 billion ATM equity offering for $MSTR. The MicroStrategy bitcoin printer keeps churning. Will the S&P [---] stand by as @saylor continues to eat their lunch Forget NVDA copy MSTR. https://t.co/dgB1ud6l11 $2 billion ATM equity offering for $MSTR. The MicroStrategy bitcoin printer keeps churning. Will the S&P [---] stand by as @saylor continues to eat"
X Link 2024-08-02T14:35Z [---] followers, [---] engagements
"๐ @saylor in the early @MicroStrategy days talking about the importance of Trust in banking. He explains that in order for a bank to work we need to trust the system. The currency that the government defines cant fluctuate in value (aka inflation) or else we cant trust it killing the system. Bitcoin was engineered to remove trust from the equation. Bitcoin was engineered to remove inflation from the equation. Bitcoin is the future of banking. Bitcoins time has come"
X Link 2024-08-03T03:31Z [----] followers, [----] engagements
"@Tanmedia @DylanLeClair_ @Metaplanet_JP @saylor @intangiblecoins @galaxyhq Rather than me explaining just watch https://youtu.be/JbfFWO2xXb0si=8B_nxlvjEJd7BDB8 https://youtu.be/JbfFWO2xXb0si=8B_nxlvjEJd7BDB8"
X Link 2024-08-03T03:56Z [---] followers, [---] engagements
"Its likely that Dylan knows nothing about the hospitality business. The good news is that he clearly was brought on to engineer a corporate Bitcoin strategy. He is leading their Bitcoin strategy. Its possible he knows the core business well but my point is that it doesnt matter"
X Link 2024-08-03T04:10Z [---] followers, [---] engagements
"โฝ George Manolov (@BitcoinReadyMe) is leading the charge in transforming Bulgarias oldest football team Botev Plovdiv (@Botev_EN) to a [---] degree Bitcoin football club. @Bitcoinbeach sits down with George to learn more about The history of the club and the progress theyve already made in their Bitcoin journey. Along with @PeterMcCormack George is building the business blueprint for a successful sports franchise in a Bitcoin world. Key Insights: ๐ฒ Innovative Move: The club shifts economic activities to Bitcoin-friendly El Salvador while staying rooted in Bulgaria. A model for global"
X Link 2024-08-04T12:48Z [---] followers, [----] engagements
"@StockSavvyShay You need to have $MSTR on this list"
X Link 2024-08-04T19:35Z [---] followers, [---] engagements
"๐ฆChris Irons (@QTRResearch) explains that the economic gears are coming to a halt and the fed has an important decision to either cut rates in an inflationary environment and reintroduce quantitative easing OR hold to a gradual decrease in rates. Listen to @natbrunell and Chris discuss the economic climate and his perspective on Gold and Bitcoin. ๐ฏ "Bitcoin has the potential to return power to the people during a time of economic crisis and currency devaluation." - Chris Irons Key Insights: ๐ Market Insights: Irons foresees market volatility and believes sound money assets like gold and"
X Link 2024-08-05T13:48Z [---] followers, [---] engagements
"๐ฅ Two authors that understand that Bitcoin's decentralized nature can fix our flawed inflation-driven economic system making goods and services more affordable across time. Saifedean Ammous (@saifedean) has Jeff Booth (@JeffBooth) on his show to discuss the deflationary nature of Bitcoin. They agree that Bitcoin is the software that is disrupting central banks. ๐ข "If money had not been manipulated goods and services would have become cheaper over time making life easier for individuals who save money." - Jeff Booth Key Insights: ๐ Economic System Flaws: The current system worsens with"
X Link 2024-08-06T19:59Z [---] followers, [----] engagements
"Michael Saylor (@saylor) chairman of @MicroStrategy says that the Overton Window has shifted making it feasible for nation-states to hold Bitcoin. He sees Bitcoin as a valuable decentralized asset comparable to historic land acquisitions and believes Millennials will drive its adoption over the next century. "Scarce desirable property is the basis of a great empire." He joins @CNBCtelevision's @SquawkStreet with @MorganLBrennan Full video on CNBC youtube channel: https://www.youtube.com/watchv=NS8eflHe--8 https://www.youtube.com/watchv=NS8eflHe--8"
X Link 2024-08-06T20:26Z [---] followers, [---] engagements
"๐ฅคWho is going to be the Coca Cola of AI - Ray Wang (@rwang0) Principal Analyst at @constellationr unwraps the future of AI. NVIDA and other GPU producers have enabled a foundation where entrepreneurs will build a ecosystem of solutions that result in product and services that seem unimaginable. He joins @gssahni on the @Persistentsys podcast to unveil his outlook. ๐ฌ "The public sector is sitting on a ton of data that has been untapped - Ray Wang Key insights: ๐บ Success of @DisrupTVShow : Wang attributes the show's success to curiosity and passion emphasizing unscripted authentic guest"
X Link 2024-08-06T23:39Z [---] followers, [---] engagements
"๐จโ @PunterJeff and @ryQuant put $MSTR on the operating table and analysis what the upcoming catalysts could mean for shareholders. Inclusion in indexs and @saylors next few chapters from the playbook will be telling. Tune into QB. Key insights: ๐ต Bitcoin's Financial Impact: Discusses Bitcoin's potential to disrupt traditional financial systems comparing it to fiat currencies. Quote: "Bitcoin's value can increase even if widespread adoption doesn't occur." โก Stored Energy Concept: Bitcoin as "energy money" with discussions on Tesla's Mega Packs for energy storage and the potential of a"
X Link 2024-08-07T15:59Z [---] followers, [----] engagements
"๐ James Lavish (@jameslavish) explains the formula for institutional adoption. Gradual but powerful the process involves carful risk assessment and an organizational level buy-in. The barriers are knocked down yet the medias portrayal is confusing. Icons like @saylor and Larry Fink are helping on the education front. tune into @unchainedcom with @IIICapital to hear more. ๐ฃ "Owning Bitcoin is a way to 'vote with your money' and support a future world that is not as susceptible to manipulation." Key insights: ๐จ Economic Climate & Bitcoin's Value: Governments are printing unprecedented"
X Link 2024-08-07T21:33Z [---] followers, [---] engagements
"๐The power of the purse - changes in CPI methodology have led to an underestimation of inflation resulting in lower-than-deserved Social Security payments. @CJKonstantinos and @LawrenceLepard look at the data that tells us that Americans need to go back to taking care of themselves. Larry believes that adopting the Bitcoin standard would empower Americans by allowing them to save and plan for their future with greater financial certainty and independence. Listen to a [--] minute clip from their recent discussion. Key Insights: ๐ Billionaires Competing for Bitcoin: Wealthy investors and"
X Link 2024-08-09T12:35Z [----] followers, [----] engagements
"๐ @PrestonPysh reverse engineers the Saylor playbook during his conversation with @MartyBent on @TFTC21. Corporations that generate a healthy cash flow with a massive treasury have the flexibility to carry risker bets. The finance teams for this company profile that understand the legacy system is broken and that cap rates in Bitcoin terms is appealing should be quick to implement the Saylor playbook. @SemlerSci and @Metaplanet_JP were a few zombie companies that figured this out. Game theory will tip the domino effect shortly. ๐ฏ "The market is like a child throwing a tantrum needing"
X Link 2024-08-09T18:47Z [----] followers, 68.3K engagements
"๐จ Tom Lee (@fundstrat) is holding true to the recent pullback being a growth scare. He believes that the worst of the market's selling pressure is over. He emphasizes the importance of the Fed being proactive rather than reactive suggesting that a forward-looking approach could help stabilize the economy amidst ongoing uncertainties. He joins @ScottWapnerCNBC on @CNBCClosingBell to explain his analysis. Tom is head of research @fs_insight. Full video here: https://youtu.be/Z5AMZX2TNfQsi=nVUeBlg04WxDy__v https://youtu.be/Z5AMZX2TNfQsi=nVUeBlg04WxDy__v"
X Link 2024-08-09T21:29Z [----] followers, [---] engagements
"โ Understanding the financial engineering that @MicroStrategy is pioneering requires you to put aside traditional thinking in evaluating an equity. Understanding the architecture of a digital economy is not easy. The volatility with $MSTR isnt for everybody but the returns are. @rajatsonifnance decrypts the strategy using Key Insights from full video: ๐ Michael @saylor Trillionaire Potential: Saylor could become the worlds first trillionaire if Bitcoin reaches a certain price driven by his aggressive Bitcoin accumulation strategy. ๐MicroStrategy's Bitcoin Strategy: Saylors company"
X Link 2024-08-10T14:51Z [----] followers, [----] engagements
"@ticos1962 @MicroStrategy Thanks"
X Link 2024-08-10T23:22Z [----] followers, [---] engagements
"๐ง [--] years ago today August [--] [----] @saylor resurrected the Zombie $MSTR buying [-----] BTC. ๐ The Saylor playbook has accumulated [------] BTC ( 1.079% of total supply) during this time period for @MicroStrategy. ๐ Heres some highlights since inception: ๐ธ Of the 21M BTC supply roughly [------] are owned by public companies $MSTR represents 68.45% of that. The next largest public company holder is @MarathonDH with 6.29%. ๐Heres the purchase history by year: 2020: [-----] 2021: [-----] 2022: [----] 2023: [-----] 2024: [-----] ๐largest single purchase was on December 21st [----] (29646) ๐ซ Thier BTC"
X Link 2024-08-11T13:40Z [----] followers, [----] engagements
"๐ Corporate balance sheets are being pulled to the infinite money glitch that has catapulted @MicroStrategy to 26B market cap. @SimplyBitcoinTV covers the latest adopter @MarathonDH. @knutsvanholms witty analogies draw attention to the historical success thats resulted from borrowing fiat to purchase hard assets (Hugo Stinnes - 1923). Listen to their full conversation that includes @ChrisAlaimo6 @lukedewolf and @OptimistFields. Full episode on @SimplyBitcoinTV YouTube channel: https://www.youtube.com/live/DnztQqM2Q7Qsi=xTRu_dKuMPp5avCU"
X Link 2024-08-13T15:54Z [----] followers, [----] engagements
"๐งฌ Unraveling the mathematical and engineering complexities that are in the DNA of Bitcoin and then seeing how that outputs a safer more productive world isnt easy. @BrianEstes32 and @71Kels created @godblessBTCfilm and gave it away in the spirit of Satoshi. The film brings together the world to simplify the message of Bitcoin. The most important clip from @PrestonPysh discussion is what you see here. Key insights: ๐ Faith & Finance: The film highlights how Bitcoin aligns with moral values across various religions promoting a fair and ethical financial system that transcends traditional"
X Link 2024-08-14T14:05Z [----] followers, 38K engagements
"@Jethroe111 The Best - not sure how you would get that many bright minds to talk BTC in [---] minutes"
X Link 2024-08-14T16:35Z [----] followers, [--] engagements
"Youre not wrong that Russia primarily funds wars through natural resources. However the argument against fiat currency isn't limited to one countryit critiques the global financial system that enables war through easy access to the printing machine. The idea is to construct a more transparent and accountable system that can reduce the financial incentives for conflict. At the end of the day Russia needs a buyer of those natural resources"
X Link 2024-08-14T18:17Z [----] followers, [---] engagements
"@ryQuant Great observation. This is proof of work that a growth company with a strong balance sheet is poised to throw some BTC on their treasury"
X Link 2024-08-15T19:57Z [----] followers, [---] engagements
"The Swiss National Bank (SNB) has a unique problem that is rooted in the strength of their currency Swiss Franc. The strength of the currency can negatively impact exports if not monitored carefully. @LukeMikic21 provides a detailed analysis on what he thinks is igniting the massive addition of @MicroStrategy to their holdings. Listen to this bit via the @BitcoinNewsCom channel. Full video: https://www.youtube.com/live/_dbnjGs62assi=kKZmT3JoeIRvUQE4 https://www.youtube.com/live/_dbnjGs62assi=kKZmT3JoeIRvUQE4"
X Link 2024-08-16T02:34Z [----] followers, [----] engagements
"@MrTradeoffs @MicroStrategy @DylanLeClair_ I agree its very much so binary at this point. Hes at the poker table and hes all-in. $MSTR has an opportunity to become the wealthiest known anything in the world (outside of Satoshi)"
X Link 2024-08-17T12:44Z [----] followers, [---] engagements
"Correct economic market theory simplifies complex systems. Markets are influenced by countless variables and not all of them are captured in a singular theory. Its a theory for a reason and you need to look at the context of the scenario to understand the point Dylan is making. IMO hes just using the reference as a means to highlight the unconventional approach this playbook is taking"
X Link 2024-08-17T13:04Z [----] followers, [---] engagements
"๐ง๐ฌ Its clear that @saylor has his team @MicroStrategy laser focused on the Bitcoin playbook. The First-Mover Advantage has them in a position to double down on the corporate adoption narrative. Shirish Jajodia (@shirishjajodia) head of treasury at MicroStrategy dives into the transformational deal that corporations need to stay relevant. Watch this [--] minute clip to see why Bitcoins time has come and the corporations that they call out that are ripe for the playbook. ๐ฏ Bitcoin is a universal merger partner for high cash low debt companies. Key Insights from full video: ๐โ# MicroStrategy"
X Link 2024-08-17T14:26Z [----] followers, [----] engagements
"@MrTradeoffs @MicroStrategy @DylanLeClair_ Thats why they call it an asymmetric bet"
X Link 2024-08-17T15:33Z [----] followers, [---] engagements
"@OffshoreHODL Their studies are rooted in a fiat based system. They study the existing economy and how it functions. Its hard to unlearn something and then learn it in a mathematical engineered way. You cant blame them blame the system"
X Link 2024-08-17T17:16Z [----] followers, [--] engagements
"@Shiretowndown @saylor @MicroStrategy @shirishjajodia We feel blessed. Hold FASB fair value accounting measures as long as possible. That negative will disappear ๐"
X Link 2024-08-18T02:06Z [----] followers, [---] engagements
"๐ถInstitutionals laser eye moment is here. Chris Kuiper (@ChrisJKuiper) Director of Research at Fidelity @DigitalAssets debunks Bitcoins volatility concerns and talks about the significant shift from why should I to why dont I have Bitcoin allocation. The maturity level of infrastructure regulatory clarity and historical data on performance are brewing interest that cant be ignored. Give the [--] minute clip a listen. ๐ฏ "Bitcoin's high upside potential can't be ignored by sophisticated investors" Key insights from full video: ๐ฑ Growing Familiarity & Investment: 60% of institutional investors"
X Link 2024-08-18T14:44Z [----] followers, 33.1K engagements
"๐งพ The most recent change to FASB accounting allows corporations to reflect the current market value of cryptocurrency assets in their financial statements. Markus Veith of @GrantThornton tees up Brian Carson of @CleanSpark_Inc to talk about how the change simplifies accounting and enables transparency. CleanSpark is a pioneer in this domain as they were the first to disclose financial statements while using fair value for their Bitcoin. This was a major hurdle for institutional adopted that was peeled back Rob Lohan (@LobanRob) of @Gemini and Ed Reginelli of @BitGo also contributed to the"
X Link 2024-08-18T19:48Z [----] followers, [---] engagements
"๐ซ @MarathonDHs most recent Bitcoin acquisition is a page out of @saylors playbook. They are in a unique position to leverage capital markets to accumulate BTC and establish their own moat. Sam Callahan (@samcallah) joins @OnrampBitcoin to talk about the change a corporation experiences when they get injected with Bitcoin. Saylor built the blueprint that is enabling the early adopters to follow. Watch the full video with @macrojack21 @MTanguma and @Croesus_BTC to hear [--] experts unpack the complexities of the global financial system and Bitcoins evolving role. ๐ฏ "The growing interest in"
X Link 2024-08-19T13:48Z [----] followers, [----] engagements
"๐ Michael Saylors (@saylor) tie is the only thing longer than his Bitcoin position. Nothing was fair about how Bitcoin was treated before the FASB accounting change that took place. Bill Miller (@billfour) facilitates a conversation where Saylor takes us through the regulatory barriers that are being knocked down to Bitcoins path to a 100x. His explanation on the impact that fair value accounting will have on institutional adoption is ๐๐ป. ๐ฏ "MicroStrategy's strategy is to raise capital buy Bitcoin and hold it forever." - Bitcoin Bull Key Insights from full discussion: ๐ดโ Bitcoins Growing"
X Link 2024-08-20T13:22Z [----] followers, [----] engagements
"๐ Joel Hawthorne (@louiswinthrop) includes @MicroStrategy in his BIG [--] picks segment on @SchwabNetwork hosted by @NPetallides. Hes seeing price action create the support that bulls need to charge ahead. @FuturesBenL provides technical analysis that validates the sentiment. @saylors playbook and performance are getting $MSTR media exposure that is bringing in all types of investor types. Full video here on @SchwabNetwork YouTube channel: https://youtu.be/saKRpT688Ogsi=BuSeaa6bBMxuDYJZ https://youtu.be/saKRpT688Ogsi=BuSeaa6bBMxuDYJZ"
X Link 2024-08-20T20:46Z [----] followers, [----] engagements
"โ Money is time and energy in an extracted form - Jack Mallers (@jackmallers). Jacks reason for adopting the Bitcoin standard is compelling. He believes currency devaluation forces individuals to expend more time and energy to maintain a desirable standard of living impacting major life choices like starting a family or retiring. Bitcoin is the only solutionmoney backed by time energy and a hedge against inflation. @PeterMcCormack brings Jack onto @WhatBitcoinDid to learn more about his perspective on his abstract thoughts. ๐ฏ "Bitcoin is the only form of money backed by time and energy"
X Link 2024-08-26T16:11Z [----] followers, [---] engagements
"๐จ๐ป๐ป Understanding exponential growth for global innovative technologies requires patience and a [----] hours of studying. Learn the fundamentals and unlock a vision of its utility as society advances Bitcoin is the 21st century innovation that will absorb liquidity given its mathematical principles. Bill Barhydt (@billbarX) joins @PeterDiamandis to talk all things Bitcoin. Listen to this [--] minute clip to hear Bill answer Peters question about price expectations with current macro environment. ๐ฏ On Bitcoin as a scare asset Ultimately Bitcoin as a scarce asset guaranteed to be scarce is going"
X Link 2024-08-27T14:07Z [----] followers, [---] engagements
"@Danny85732 Haha true. By jumping into an index fund you are allocating dollars to 95% zombies"
X Link 2024-08-29T12:46Z [----] followers, [---] engagements
"๐ Slyvia Jablonski (@Sylvushka) CEO of @defianceinvest has Saylor fever. She understands the engine that is powering MicroStrategy. The software business is generating cash flow that is enabling Saylor to DCA into Bitcoin and use other financial instruments to accumulate as much BTC as possible. She joins @MadisonMills22 and @thebradsmith on @YahooFinance to back her conviction on the future of $MSTR"
X Link 2024-08-30T03:56Z [----] followers, [----] engagements
"๐ Simplicity is the ultimate sophistication - Leonardo da Vinci. MicroStrategy content is becoming ubiquitous as the collective market comprehends whats driving their returns. @TommyDoesCrypto spun up a simple yet powerful video that will remind you of the journey that $MSTR is on. Heres a clip from the content that clearly outlines the strategy that has @MicroStrategy on a one way ticket to the top of the market cap rankings. ๐คฉ Top insights from video: โ MicroStrategy's Big Bet: In [----] Michael Saylor transformed MicroStrategy by investing $400M in Bitcoin making it the first publicly"
X Link 2024-08-30T16:28Z [----] followers, [----] engagements
"๐ In [----] @MicroStrategy pioneered a strategy that ingests Bitcoin with a focus on increasing BTC per a share. This is driving accretive dilution as we see the finalization of Bitcoin spread globally. Dylan LeClair (@DylanLeClair_) answers the frequently asked questions about this strategy during his discussion with @IIICapital on @unchainedcom. The new era of a Bitcoin Development Company is here. Watch the video to hear more. ๐ฏ Those who fail to grasp the exponential growth potential of Bitcoin risk being left behind. ๐ Key insights from full video: โ Volatility's Double-Edged Sword:"
X Link 2024-09-04T12:56Z [----] followers, [----] engagements
"Well.I would classify it today as an emerging currency. We arent at the inflection point on the adoption curve that give us the global stability acceptance and infrastructure to use it like fiat currencies. But at its core it has all the core capabilities needed to be the universal global currency. Could take decades to get there. The store of value narrative is what will drive demand in the short to medium term"
X Link 2024-09-05T17:48Z [----] followers, [---] engagements
"๐ฆ๐ฅ Gold is light years away from Bitcoin - a healthy back and forth between two world class economists @saifedean and Peter St Ogne (@profstonge) who see the world through the school of Austrian economics. Saifedean is a believer that pure value is in the form of an asset that was engineered to look pretty do nothing and be readily available for a monetary settlement. Peter has a different perspective that is worth tuning in for. Listen to this clip to hear from Saifedean and Peter. Key insights from full discussion: ๐ช๐ป Bitcoin's Resilience: Despite rising rates Bitcoin is up 52% since"
X Link 2024-09-06T19:39Z [----] followers, [----] engagements
"๐ Bitcoin will only monetize once - Content is what captures attention. What holds it is a compelling narrative that takes complexity and boils it down to its most basic building blocks. Understanding the blueprint of the asymmetric upside with @MicroStrategy requires hours of research in Bitcoin and debt instruments. @matt_utxos new $MSTR daily channel is the on-ramp to understand the @saylor chess game. Checkout his chapter [--] video. It will be interesting to see how his content evolves and if his growth can keep up the MSTR price. ๐ฏ "MicroStrategy's investment thesis is to accumulate more"
X Link 2024-09-07T12:54Z [----] followers, [---] engagements
"๐ The future is faster smarter stronger - Michael Saylor (@saylor) sits down with @JoeSquawk @andrewrsorkin and @BeckyQuick on @SquawkCNBC to simplify the winning formula that @MicroStrategy has deployed. He describes Bitcoin as an asset without counter party risk that strips away the need for everyone in society to become Wall Street analysts to protect their buying power. His conviction in terms of [--] year cycles is backed by proof of work. This guy ether creates an astronomical amount of wealth for his shareholders or we see MicroStrategy filing for bankruptcy. Time will tell. Checkout"
X Link 2024-09-09T13:27Z [----] followers, [---] engagements
"Everything goes to zero against Bitcoin - Max Keiser (@maxkeiser) believes Bitcoins global hash rate is the most absolute way to measure the protocols health. The BTC prices extreme volatility is the output of a growing supply of crippled fiat. @RobinSeyr sits down with Max to discuss the mathematically guaranteed increase in purchasing power that was engineered into the DNA of Bitcoin. ๐ insights from full discussion: ๐ฎ Bitcoin's Future Dominance: Bitcoin is projected to capture over 65% of all global assets a massive leap from its current share of just 0.1%. This positions Bitcoin as a"
X Link 2024-09-10T23:21Z [----] followers, [---] engagements
"๐ป The @productschool is an incredible resource for anyone that has a passion for delivering world class software. Their YouTube channel features some of the brightest PMs from best in class enterprises. They recently had @MicroStrategy sales engineers Arpan and Kaylin to talk about the investments $MSTR is making in democratizing AI. The market often focuses on their Bitcoin narrative but MicroStartegy has a horse in the race in the AI vertical. Give the clip a listen to see for yourself. Top insights from the product demo: [--] MicroStrategy One: A robust platform delivering real-time"
X Link 2024-09-13T02:57Z [----] followers, [----] engagements
"@bramk @saylor The longer it takes for the market to recognize this and put in their [---] hours the higher the upside for $MSTR bag holders. Saylor is the chess board"
X Link 2024-09-13T17:02Z [----] followers, [---] engagements
"The FASB accounting changes that allow BTC to be reported as fair value shouldnt create a taxable event. Theres definitely questions about how this is managed in the medium to long term which Im sure they have the best accountants already planning for this. Im sure we will hear more during the next earnings call as they get closer to implementing the new accounting measures"
X Link 2024-09-17T21:58Z [----] followers, [---] engagements
"๐ฅฝ Private equity capital could create the next surge of corporate adoption - Chaitanya Jains (@_ChaitanyaJ) orange pill landed him an opportunity @MicroStrategy to learn about the reflexive flywheel that @saylor is engineering. He describes the treasury strategy at MicroStrategy as the inverse of a hedge fund with a laser focus on acquiring BTC and strategizing on the best financial vehicle to use at the right time; a complex task. @AcropolisBTC brings together Chaitanya @JBradMyers @iBobbyShell and @onchaincowboy to break down the future of corporate adoption and how Bitcoin is being talked"
X Link 2024-09-19T18:05Z [----] followers, [----] engagements
"๐ถ Walk it like I talk it - @saylor follows the @Migos mantra. @MicroStrategys treasury has become a Bitcoin treasure chest. Michael Saylor is the pirate of the traditional financial system the pioneer of a playbook that is out-performing everyone and everything. @TXWestCapital @AP_Abacus and @TEXASOL61 discuss $MSTRs Bitcoin strategy that is shorting fiat currency. The DNA of MicroStrategy is so concentrated with BTC that any revenue changes to their operating business will be marginal. Tune into their full segment to hear their perspective on how the playbook is unfolding. Clip is Tillman"
X Link 2024-09-20T12:52Z [----] followers, [----] engagements
"๐ Corporate Bitcoin adoption has different flavors. On one extreme you have @MicroStrategy pulling every financial lever to accumulate as much BTC as possible and on the other its the small family business who is stacking sats on their balance sheet to preserve wealth for the next generation. Regardless of flavor custody is king. Sam Baker (@macromule) research analyst @River recently shared a study with the community to break down the evolution of adoption. He joins @macrojack21 @MTanguma and @Croesus_BTC on @OnrampBitcoins channel to talk about $MSTRs success and his expectation for where"
X Link 2024-09-21T18:21Z [----] followers, [----] engagements
"๐ The problem is ubiquitous yet the solution is singular. Companies globally are all fighting currency debasement. Bitcoin is the antibiotic that combats an inflationary environment. The next phase of adoption will bring institutions like endowment funds nation states pension funds and sovereign wealth funds to the Bitcoin network. Volatility comes with opportunity especially when the type of money transitions from retail to institutions. Sam Callahan (@samcallah) joins @BITVOLT on @SimplyBitcoinTV to give his perspective on the opportunity that lives in the future for BTC ๐ฏ Bitcoin could"
X Link 2024-09-23T13:34Z [----] followers, [----] engagements
"๐ฆ Bitcoin is your money - @saylor and @saifedean are undeniably two of the best Bitcoin advocates of our time. Their latest discussion included a segment on BTC yield and whether it had a place in an economy that is powered by Bitcoin. @mattkratter (of Bitcoin University) uses the hyperbitcoinization narrative to help translate both sides of the coin. Theres the text book answer from Saif that wants to see the infrastructure or traditional finance sink while Saylor sees the systems coexisting for a period of time that enable a lending system that leverages Bitcoin. Listen to Matt breakdown"
X Link 2024-09-23T20:34Z [----] followers, [---] engagements
"Youre not wrong in the traditional finance sense. Quite literally on paper $MSTR is over valued and the analysts that have it as such are using the traditional tools to make that valuation. If you can understand the strategy that Saylor is deploying you will see that he is front running the adoption of BTC at the institutional level. This is a bold bet that comes with high risk/reward. The volatility represents the opportunity which is an asymmetric bet arguably the best of this century. Gravity will come but it will be different. A type that MSTR will flourish in. One where they hold 1% of"
X Link 2024-09-25T14:08Z [----] followers, [---] engagements
"๐ The tools to preserve wealth are being disrupted. Dilution suffocates financial assets which leads to a concentration of wealth allocated to physical assets like real estate. Bitcoin is enabling a transition of capital from physical to digital assets. One of the primary reasons according to Michael Saylor (@saylor) is the immortality of BTC. The "half-life" analogy helps explain the nature of decay and how long an asset can be preserved for. This transition wont happen overnight so there will be a world where the two coexist. @leonwankum has some awesome content that outlines how to take"
X Link 2024-09-25T16:25Z [----] followers, [---] engagements
"๐ Bitcoin has no top because Fiat has no bottom - The demand construction campaign is cultivating an economic environment that will require an infusion of liquidity to stimulate the zombie economy. @CJKonstantinos joins @rajatsonifnance to explain what got us here and how Bitcoin is the technology that enables everyone and everything to move past corruption and create a world where Maslows hierarchy is built into the DNA of the monetary system. Tune in to hear CJ drop wisdom upon us. ๐ฏ Bitcoin enables people to live more fulfilling lives by growing their time and energy through space and"
X Link 2024-09-26T13:14Z [----] followers, [----] engagements
"@ryQuant @saylor @MicroStrategy I agree - once $MSTR gets more attention in mainstream media I see him on the face of time magazine etc. with that comes a boost to the price. His story telling is elite and hes exclusions producing BTV content. Hes writing history and history will write about him"
X Link 2024-09-26T18:10Z [----] followers, [---] engagements
"๐Leon Wankum (@leonwankum) believes Bitcoin is disrupting real estate similar to how e-commerce disrupted retail. In his conversation with @RobinSeyr he lays out [--] ways to infuse your real estate strategy with $BTC: 1) use a % of you cash flow to buy and store BTC for a holding period that can reach at minimum a few [--] year cycles 2) refinance existing debt and supercharge your capital with BTC to protect against inflation and participate in the upside - a page from the @saylor playbook 3) include an allocation of BTC in the loan structure of your next project. Listen to this [--] minute clip to"
X Link 2024-09-29T20:50Z [----] followers, [----] engagements
"โ @MicroStrategy and @saylor are taking their expertise in business intelligence and applying it to a Bitcoin accumulation strategy that uses its cash flow to artificially mine BTC and using accretive dilution that nets a BTC yield. Does a yield on BTC from lending make sense @BTDenominator brings us back to times where lending/borrowing were built on the natural rate of money on a full reserve system with hard scarce money. In that climate 5% would be an after thought and thats at the core of his thesis. As custody matures with solutions like @OnrampBitcoin lending your energy on the most"
X Link 2024-09-30T13:47Z [----] followers, [---] engagements
"๐ก Mainstream financial analysts that write about @MicroStrategy typically miss the mark. Raphael Lacava's recent article on @SeekingAlpha showcases what a $MSTR analysis looks like when the @saylor playbook is reverse engineered. Do yourself a favor and read this article if you are have any interest in Bitcoin or MicroStrategy. His conclusion says it all: "This innovative treasury model that MicroStrategy has unlocked of bullet-proofing balance sheets with a hedge against a depreciating US dollar alongside with its on-point execution in increasing BTC per share could very well propel the"
X Link 2024-10-01T15:45Z [----] followers, [---] engagements
"๐ The Hardness of our money is like the control knob of our time preference - @saifedean. A productive society is one that can focus their energy on the future not on daily survival needs. A collapsing currency prevents society from focusing on the future. Saifedean believes Bitcoin is the vehicle that can carry value into the future and empower communities to be creative and forward thinking. Michael Jordan (@theothermjordan) sits down with Saif on the @Thebitcoinway_ podcast to chat about economic theory and the importance of time preference. Listen to this clip to hear how Bitcoin can"
X Link 2024-10-01T18:13Z [----] followers, [---] engagements
"@gdr252 @PrestonPysh @saylor Are you referring to the futures trading Their conversation is in reference to options wrapped around spot price via ETFs like $IBIT. Do you know something I dont"
X Link 2024-10-02T18:24Z [----] followers, [---] engagements
"๐ Dilution as an offensive tool versus a defensive tool - The playbook that has @MicroStrategy performing better than any asset in the world is still misunderstood. @DylanLeClair_ understood it implemented it and has transformed @Metaplanet_JPs treasury. His perspective on corporate adoption is unique given the day to day conversations he has with the legacy financial system. His Venn diagram analogy shows us why the classically trained suit and tie finance professional cant comprehend the strategy. The need to challenge existing assumptions for validating companies is difficult to unlearn."
X Link 2024-10-03T14:14Z [----] followers, [----] engagements
"@dogreadsnews @saylor @MicroStrategy @MarioNawfal You know what you are getting but the market cant comprehend it. ๐ดโ "
X Link 2024-10-04T18:51Z [----] followers, [---] engagements
"@dogreadsnews @saylor @MicroStrategy @MarioNawfal So buy as much as you can before we get to get ๐ธ"
X Link 2024-10-04T19:16Z [----] followers, [--] engagements
"@TheSidSuri @saylor @MicroStrategy @MarioNawfal [--] minutes that every investor needs to hear"
X Link 2024-10-05T02:29Z [----] followers, [---] engagements
"@HubertusVIE @saylor @MicroStrategy @MarioNawfal No doubt he can drag an analogy through the mud. A healthy mix of them cant hurt especially for new comers who are trying to grasp the first principles"
X Link 2024-10-05T16:09Z [----] followers, [--] engagements
"Thestreet is looking to optimize engagement so they have released the interview in [--] parts so far. They have been trying to keep traffic to their site so you have to go to there to view everything. https://www.thestreet.com/crypto/markets/michael-saylor-explains-how-microstrategy-has-outperformed-all-s-p-500-companies-since-2020 https://www.thestreet.com/crypto/markets/michael-saylor-explains-how-microstrategy-has-outperformed-all-s-p-500-companies-since-2020 https://www.thestreet.com/crypto/markets/michael-saylor-explains-how-microstrategy-has-outperformed-all-s-p-500-companies-since-2020"
X Link 2024-10-05T18:14Z [----] followers, [---] engagements
"Its a hidden gem"
X Link 2024-10-05T23:45Z [----] followers, [---] engagements
"@BitcoinOllie @MicroStrategy @PunterJeff @PeterBTCAdviser Thanks for suggestion - any specific content you recommend"
X Link 2024-10-05T23:50Z [----] followers, [---] engagements
"@BitcoinOllie @MicroStrategy @PunterJeff @PeterBTCAdviser Thanks"
X Link 2024-10-06T01:08Z [----] followers, [--] engagements
"๐ง A Monetary unit that controlled by a centralized government that is focused on borrowing printing and taxing with little to no fiscal responsibility creates a moral dilemma; a society without an incentive to look forward. @saifedean describes Bitcoin as a good form of money that can hold value across time. He uses @nayibbukeles actions with El Salvador as an example of how collecting an appreciating asset can lead to fiscally responsible government. One that resets the problems that exist in society today. Saif joins Andrew Henderson on @nomadcapitalist to dive into his stance on Bitcoin."
X Link 2024-10-06T19:05Z [----] followers, 10.2K engagements
"@uninvited2cents @saifedean @nomadcapitalist Are you inferring that Bitcoins value is purely based on dissatisfaction with central banks"
X Link 2024-10-07T03:43Z [----] followers, [--] engagements
"I think few people understand it but everyone experiences it. Thats a great book so love the reference but you dont understand the technological innovation of Bitcoin. Its a network that enables value to be stored and transported without any third party. Its engineered with the properties of perfect money. As humans we need a way to transact peer to peer in the form of trade. What is your recommendation assuming we could wipe the fed tomorrow"
X Link 2024-10-07T04:06Z [----] followers, [--] engagements
"Theres a reason why Bitcoin has appreciated from $0 to $63k - theres a growing number of people that are starting to understand its potential. In reality everything is going digital - outside of your physical presence like housing food. The power consumption is something that will become less of an issue as we innovate and find ways to mine using more effective ways. When you compare energy consumption to what it takes for other types of systems to output the type of proof of work that Bitcoin is doing its not as big of an issue. The internet was slow when it came mainstream I took decades"
X Link 2024-10-07T04:28Z [----] followers, [--] engagements
"10 years ago I would of agreed. The liability has been de-risked with a [--] year track record. Removing the fed would solve a ton of problems but at the end of the day you still need a way to enable [--] billion people to trust a system that enables them to trade. I dont understand how that happens in your scenario"
X Link 2024-10-07T04:58Z [----] followers, [--] engagements
"๐ If you have a hammer everything looks like a nail - Using legacy financial tools to evaluate @MicroStrategy leads you to a dead enterprise business intelligence software company. If you are @PunterJeff and @ryQuant with 1000s of hours of research youve spotted an asymmetric bet. Jeffs spot on with his take on how FASB accounting changes are one of the inflection points that will have every financial analyst drooling over $MSTR. The changes will catapult $MSTR to the top of every list when evaluating it using P/E and spark the industry to do their research. In an attention economy an"
X Link 2024-10-07T14:06Z [----] followers, [----] engagements
"@onchaincowboy @MicroStrategy @saylor Saylor is the way"
X Link 2024-10-07T15:31Z [----] followers, [----] engagements
"โ Its important to understand the advantage of being the first mover to a digital gold rush for an asset that has a finite supply. You get the benefit of exponential upside in the form of a reflexive flywheel just look @MicroStrategy. Brian Dixon (@briandixon06) has the perfect answer to @paulbarrons question about a potential dilution to the strategy that @saylor has pioneered. Brian focuses on more adopters = amplified BTC price = amplified treasury. Tune into @paulbarrontv to hear Brian and Perianne Boring (@PerianneDC) discuss the future of BTC on the balance sheet. ๐ฏ MicroStrategys bold"
X Link 2024-10-07T18:23Z [----] followers, [----] engagements
"๐จ When the money printer was pointed in the direction of the food supply there were consequences to food quality that were driven by a desire to hide inflation. - Matthew Lysiak (@Matthewlysiak) author of Fiat Food calls attention to the undeniable correlation between Nixons economic decisions in [----] and Americas degrading health. The transition off the gold standard created an incentive structure that focused on price control over health. @natbrunell sits down with Matthew to talk about the core of the problem that is producing symptoms that are creating chronic diseases globally. Shout"
X Link 2024-10-08T15:12Z [----] followers, [----] engagements
"๐ The @saylor treasure chest over at @MicroStrategy is starting to land in the google search bar for many across the US. Price discovery is in-force. Last time we saw this type of attention Bitcoin was surging. Could this be a leading indicator Time will tell. #MSTR"
X Link 2024-10-08T17:03Z [----] followers, [---] engagements
"๐ฅ The results are in on the performance of the @saylor playbook when measuring in [--] year cycles; 2nd to nobody. Why are companies not lined up to leverage a similar strategy Founder led cash flow + companies fit the profile but the adoption curve for something this drastic requires a level of conviction that is wrapped in 100s of hours of research that has to cascade down to the board room etc. @_ChaitanyaJ has an interesting perspective on how Private Equity could be next up. The model is conducive to the environment that has concentrated decision making and time horizons that optimize for"
X Link 2024-10-09T14:04Z [----] followers, [----] engagements
"@PunterJeff This might be your all-time best post. Lets keep the timeline segment a living post like you do with the daily $MSTR market cap. As we pass each milestone lets print the price. This is the receipt that will go in the history books"
X Link 2024-10-09T20:30Z [----] followers, [----] engagements
"@BrianFeroldi If you bought $MSTR [--] years after the Bitcoin strategy you will still make a ton of money"
X Link 2024-10-10T12:06Z [----] followers, [---] engagements
"๐ The playbook that shows you what it means to hedge your corporate value against the dollar - Yesterday was the official launch of Bitcoin for Corporations a partnership between @BitcoinMagazine and @MicroStrategy that is focused on accelerating corporate adoption of BTC. The program builds a community that has access to practitioners like @saylor and @DylanLeClair_ along with the same toolkit they used to grow @Metaplanet_JP and @MicroStrategy valuation. Over the course of the next few years I expect to see an influx of Bitcoiners that create specialized playbooks to help niche verticals"
X Link 2024-10-10T12:07Z [----] followers, [----] engagements
"๐ง "The valuation of an equity today is a forward-looking valuation of its potential value at a point in the future. - this is why @MicroStrategy is trading thin at the margins with a 2x mNAV. The shareholder base understands the underlying technology and the valuation that will come as utility integrates into the broader economy. @PunterJeffs mention of how equities can act as a saving vehicles is powerful. Accumulating $MSTR in tax advantaged accounts especially with employer contributions is a recipe for an expedited retirement. Its capital that has the time to absorb the leveraged returns"
X Link 2024-10-12T14:30Z [----] followers, [---] engagements
"๐ฏ The aim is to identify a sequence of events correctly and to see their implications before they become generally known." (Sorros) - Its wise to understand the core thesis behind George Sorros investment strategy. If you applied it to Bitcoin/MicroStrategy you would be like @ryQuant winning. The net to asset value multiplier (mNAV) is a variable in the flywheel that is elevating $MSTR price. In a free market the multiplier doesnt care about any one personss opinion but Ryan has a compelling one as he breaks down his thoughts on the catalysts that can drive the multiple to the moon. Ryan"
X Link 2024-10-14T13:16Z [----] followers, [----] engagements
"๐ The premium on @MicroStrategys Bitcoin holdings is important to understand if you want to be a savy retail investor. Their primary goal during the Digital Gold rush is to increase BTC per a share. @saylor has engineered a infinite money glitch that uses his credit worthiness to borrow money for next to nothing + sells shares to the market and leverages the premium to purchase more Bitcoin. @BritishHodl explains the expansion and contraction concept in his latest video. Its worth giving the clip a listen to learn how price pull backs are healthy in this type of strategy. ๐ฏ "The goal of"
X Link 2024-10-14T20:31Z [----] followers, [----] engagements
"๐
It gets late early (Yogi Berra) - the shift to institutional adoption of Bitcoin is just starting. The on-ramps were approved and now Wall Street is poised to do what they do best as @Scaramucci says sell and push their ideas. The marketing from @BlackRock has already started and the other institutions are quick to follow. @natbrunell and Anthony get together for a classic. Tune into this clip to hear Anthonys stance on where adoption is heading. ๐ฏ The US is the safest legal system with the deepest capital marketstime for Bitcoin to take center stage. Key insights from discussion: ๐ซ"
X Link 2024-10-15T14:03Z [----] followers, [---] engagements
"@Zynthusiasm @PunterJeff @TimKotzman It's like a heartbeat - let the mNAV expand leverage the premium to buy more Bitcoin and the mNAV contracts. Let the heart start to beat again and repeat. Take advantage of the digital gold rush - win/win for everyone touching MSTR"
X Link 2024-10-16T20:37Z [----] followers, [---] engagements
"In a world with an inelastic money supply like Bitcoin theres still be an interest rate to capture time preference people value having a bitcoin today more than in the future even if the supply is fixed. While inflation isn't a factor this time value still means some level of interest would naturally exist though lower than in an inflationary system. Saylor's point about a "natural" interest rate of 2-3% makes sense because credit and borrowing have always existed even with stable money. Its not that interest disappears just that its determined by market forces rather than central bank"
X Link 2024-10-17T03:25Z [----] followers, [--] engagements
"๐ก "Bitcoin will break the $300T property market." - the investment thesis that real estate investors have used to generate trillions in profit has to be reimagined within the context of hyperbitcoinization. No one knows better than @leonwankum his understanding of economics technology and real estate has positioned him to be an early adopter of a Bitcoin infused real estate operation. He uses @MicroStrategy as an example of the premium that you get being a first mover to adopt such as strategy. The liquidity transfer from real estate to digital property will be gradual but keep in mind that"
X Link 2024-10-17T14:02Z [----] followers, [----] engagements
"๐ฆ Bitcoin is the simplest story in finance but the hardest story for traditional finance players to understand. - @APompliano describes Bitcoin as the digital savings account and stable coins like @Tether_to as the digital checking account. A world where everyone regardless of your location or ethnicity can have access to a digital decentralized bank is here. Technology is enabling the unimaginable. The adoption of digital currencies outside of the western world is accelerating exponentially so much so that @stripe is looking into an acquisition. [----] should be an interesting year for"
X Link 2024-10-17T20:02Z [----] followers, [---] engagements
"๐ฆ We want to be the Amazon of fixed income - deliver a better product direct to a new distribution channel - @saylor is redesigning his operating company @MicroStrategy on a Bitcoin standard. He explains how MicroStartegy uses Homogeneous credit to purchase digital property that returns a yield in days. Tune into @maddireidys channel to catch Saylor outline his rinse and repeat money hack. ๐ฃ "The flow of energy from traditional assets to Bitcoin is not a glitch but a natural process." - Michael Saylor Key insights from interview: ๐ Pioneering Strategy: MicroStrategy holds over 1% of all"
X Link 2024-10-17T23:33Z [----] followers, [---] engagements
"@CoinWhale2 @leonwankum @MartyBent In theory it could be beneficial - you obviously want the best price possible at the time of converting the debt. Theres also the balancing act of the interest rate environment. Interested what Leon says"
X Link 2024-10-18T01:22Z [----] followers, [--] engagements
"๐ฉผ Jim Cramer (@jimcramer) promptly cutting off his caller when asked about @MicroStrategy during his lightning round segment on @MadMoneyOnCNBC . No acknowledgment of its performance just labeled as a derivative. The brevity is a clear indication that hes hasnt done his homework. You would think that the ticker that just outran the entire S&P [---] would warrant an explanation. $MSTR is catching the eye of the public and the professionals are choosing to ignore it. When anything related to Bitcoin is brought up they sheppard you to the vehicle that comes with the Wall Street tax. Ignore"
X Link 2024-10-18T13:57Z [----] followers, [----] engagements
"๐ง Want an inside look at the manual for the engine thats supercharging @MicroStrategy Meet @BenWerkman. His content has mostly been in written format but @TimKotzman gets Ben in the studio. Ben describes volatility as the key to unlock the @saylor playbook. Volatility is the magnet that attracts excitement and smart money. You also get the upside of the underlying asset that is driving the volatility Bitcoin as it emerges as the line item on the balance sheet that is protecting the value of the corporation. This is a must listen. Check out the clip and be sure to go to YouTube to see all 50"
X Link 2024-10-20T20:38Z [----] followers, [----] engagements
"๐ @relai_app is helping entrepreneurs inject their operating system with the ultimate form of money Bitcoin. Julian Liniger (@julian_liniger) is building the app that is enabling small business to have a secure way to save in BTC. His team has now helped [---] businesses implement the @saylor playbook and the data on distribution of industries is fascinating. Crafts and Trades make up the majority (42%) with Services and Consulting following (34%) and lastly Real estate (20%). As corporate adoption accelerates globally it will be interesting to see what types of minds are open to joining as"
X Link 2024-10-21T23:19Z [----] followers, [----] engagements
"๐ Western civilization is still flourishing from the capital accumulated from the prosperous Industrial Revolution. The ridiculous destructible suicidal policies are aggressively depleting that capital per @EconBreau. @saifedean gets Econ Breaus perspective on Nigerias economic status. He believes that cutting taxes and regulation alongside having sound money is a recipe for Nigeria to thrive given their resource rich labor abundant characteristics. Nigerias history hasnt allowed for a period of capital accumulation and therefore they are a victim of the global economic drivers (fiat"
X Link 2024-10-22T18:32Z [----] followers, [---] engagements
"โ @MicroStrategy has proven that adding Bitcoin to your treasury is bullet proof from monetary inflation. @JoeConsorti believes that this strategy will become a popular trend over the next decade. $MSTR took a bet that his paid off for its shareholders. The question remains how high can it go in an environment that is primed for a surge in $BTC price. Service and custody companies are starting to spawn making for a leading indicator of an increased demand. @brandon_gentile chats with Joe about @saylors chess move that is position perfectly for whats to come. Check out this clip. ๐ฏ "In times"
X Link 2024-10-22T20:49Z [----] followers, [---] engagements
"@IamnotaBotX @BritishHodl @MicroStrategy @MitchellHODL @BlockwareIntel Yeah he has the elevator pitch nailed"
X Link 2024-10-24T17:52Z [----] followers, [--] engagements
"๐ Bitcoin is the global monster - @saylor has been consistent in his interviews that running an operating company in todays economic environment requires a digital monopoly. He knew @MicroStrategys BI software business didnt have one. However he discovered Bitcoin The greatest digital monoply in the world is digital money. @trish_regan of @76research educates her audience on the future of money by hosting Michael Saylor. He explains how Bitcoins protocol has become the armor for MicroStratgys treasury. I love the piece where he deflects that MicroStrategy is the monopoly and refers to"
X Link 2024-10-25T20:29Z [----] followers, [----] engagements
"๐ @BritishHodl back tests the application of modern portfolio theory within the context of the magnificent [--]. The new addition @saylors @MicroStrategy. He positions the new entrant as a way to get exposure to Bitcoin in the form of financial engineering. $MSTR is the rocket fuel that boosts returns in a meaningful way with limited downside exposure. He uses data from the past [--] years to tell the story. His perspective is dialed in for the majority of investors that are not BTC maxis but are interested in maximizing their returns. Each company in the magnificent [--] is building and sustaining"
X Link 2024-10-28T18:24Z [----] followers, [----] engagements
"๐ Anyone can jump on the @MicroStrategy bandwagon during ATHs. @BTDenominator has been covering them since the early says of @saylors Bitcoin development company pivot. Theres been a convincing narrative around $MSTR being the Bitcoin Bank of the future. The short/medium term is using financial engineering to capture the apex asset which positions MicroStrategy to generate yield in the form of lending and possibly acquiring cash flow generating assets than can further expand the BTC accumulation. Give this clip a listen to hear the banking narrative. ๐ฏ Our focus is on big-picture long-term"
X Link 2024-10-29T18:43Z [----] followers, [---] engagements
"๐โ Innovation at its core is deflationary. However when the supply of the monetary unit is expanding faster than the productivity gains the value cant be recognized. @jackmallers calls being long Bitcoin being long humanity. The fixed supply of Bitcoin unlocks the ability to capture the benefits of technology and innovation. This is a paradigm shift that requires proof of work because you need to invest enough energy to see through the fog of the fiat based system. @saifedean and Jack discuss all things Bitcoin and Jacks company @Strike. Saif always stresses the importance of a Bitcoin"
X Link 2024-10-30T03:13Z [----] followers, [----] engagements
"๐ Open source development projects in the Bitcoin ecosystem are the future building blocks towards global day-to-day scale of the Bitcoin protocol. eCash as Matt Odell (of @Ten31vc) puts it is the open interoperable protocol for bitcoin banks. @CashuBTC & @fedibtc are building these protocols that leverage the @lightning network to give the world a fast private simple and secure way to make payments. A version of a checking account that treats everyone equal. These wallets are built to be interoperable and therefore decouple the front end experience and the back end custodian. You need to"
X Link 2024-10-30T15:13Z [----] followers, 13.3K engagements
"๐ซจ Bitcoin represents the next financial frontier - a strategic move to prepare for a potential loss of faith in other financial instruments. @saylor highlights the tetonic shift thats taken place to the Overton window as Bitcoin has been de-regulated and accepted into the financial system. @MarioNawfal just released his discussion with Michael on the @RTB_io. In the video Saylor talks about the opportunity for the US to capture the logical next best treasury asset before other nations make the switch. He boldly says we wont sell our state parks nuclear arms or Bitcoin. Michaels actions back"
X Link 2024-10-30T17:41Z [----] followers, [----] engagements
"@OffshoreHODL @saylor I personally believe that this earnings call will be in textbooks for the next generation to study. He told a complex story at an elementary level. This is Saylor in his prime. What didnt you like"
X Link 2024-11-01T04:03Z [----] followers, [---] engagements
"Youre entitled to your own opinion so I respect that. To be frank what more information do you need when you outperform everyone with an open source playbook that is built on a digital asset that is fixed in supply. REV the PR campaign and start the engine of corporate adoption. MicroStrategy wins in that scenario. As he said there are no losers for those that adopt this strategy just some that win more in relative terms. This investment is no longer a sofware play where you are looking for the next feature that can generate a multiple in revenue. This is about BTC yield and the levers being"
X Link 2024-11-01T04:21Z [----] followers, [---] engagements
"๐จ@MicroStrategy held their Q3 earnings at close of business on Wednesday. Heres the [--] pieces of information you need to know:๐จ [--]. ๐They hold [------] Bitcoin. [--]. They re-branded from a Bitcoin development company to a Bitcoin Treasury Company. [--]. ๐ธ $42B capital planned for deployment across the next three [--] years includes the largest ATM in the history of capital markets. [--]. ๐งพ FASB fair value accounting will be applied in Q1 of [----]. 5.๐ค BTC yield will continue to be their KPI to measure the health of their treasury playbook. [--]. ๐ป Their software business continues to push through the"
X Link 2024-11-01T18:17Z [----] followers, [---] engagements
"๐ The performance of the big tech company that has captured the majority of market share in digital intelligence did well (@nvidia). Who did better The small tech company that is at the frontier of the digital transformation of capital @MicroStrategy. The playbook that generated these returns is open sourced to the public for anyone to implement. @saylor is pushing the narrative to the market because he knows that the reflexive flywheel will rotate faster and faster as corporations start to grasp for a limited supply of Bitcoin pushing BTC price upward and rewarding his shareholders. He was"
X Link 2024-11-01T22:52Z [----] followers, [---] engagements
"๐ฅ MicroStrategy is the hottest stock in this universe @saylor is proving that volatility is vitality. Pound for pound $MSTR has both the highest options open interest and daily trade volume. MicroStartegy is a featherweight that is competing with the heavyweights. Their [--] year $42B capital plan to accumulate more Bitcoin and generate BTC yield has them primed to be a heavyweight and likely the best performing one"
X Link 2024-11-02T03:21Z [----] followers, [---] engagements
"๐ฆ @MicroStrategy has a monopoly. The monopoly that resides over the dominant digital asset that is fixed in supply. A monopoly that is protected by a protocol that is decentralized and more secure than anything weve ever seen. @saylor and his team cannot be caught at this point and they saw the shift in capital markets before everyone else. Thats why they implemented their playbook in [----]. $MSTR is undervalued within the context of whats possible in the future with a balance sheet that is injected with economic steel. @rajatsonifnance gets it listen to this clip from @MilkRoadDaily. Full"
X Link 2024-11-02T17:28Z [----] followers, [----] engagements
"Its not even play catch up - more like follow the leader and dont get left behind. Theres very few operating companies that have the capital to catch up and of those companies the decision making obstacles are fierce - get a bunch of boomer board members to agree to buy billions of Bitcoin"
X Link 2024-11-02T19:11Z [----] followers, [--] engagements
"๐ข Bitcoin is crude capital - if youre in TradFi and have had trouble digesting @MicroStrategys playbook watch @saylor simplify it for you using a different type of commodity crude oil. $MSTR is building the bridge for capital markets to get exposure to #Bitcoin in the way that meets them where they are. They refine the digital capital package it and distribute it. Listen in to this and then tell me how you would value a company like this"
X Link 2024-11-03T14:59Z [----] followers, [---] engagements
"Its not an easy question to answer. Theres so many variables at play. They are doing something no one has ever done before so theres no real historical comparison. Bitcoin cold storage is likely the better risk/reward ratio but if you have money locked behind 401k bars its worth getting exposure. In a bull run the mNAV can and will expand fast not sure it will maintain the expansion but as the MSTR playbook evolvesa and they continue to find ways to generate yield that multiple could expand more naturally as the operating part of the treasury is recognized by the market"
X Link 2024-11-04T02:43Z [----] followers, [---] engagements
"@OffshoreHODL Well you are part of the 1%. Its complicated for the suit and ties to comprehend it"
X Link 2024-11-04T03:25Z [----] followers, [---] engagements
"๐ Public markets have a framework to value growth companies however they cant figure out how to apply it to @MicroStrategy. During Q3 earnings call @saylor says $MSTR is misunderstood and undervalued. Its important to understand the order if you misunderstand the value being offered to the market how could you value it in a reliable way MicroStrategy has proven that their playbook is accreting value. They are going to expand and accelerate their treasury operations and capture learnings as they go. They are the apex Bitcoin treasury company and the valuation of that operation is going to"
X Link 2024-11-04T14:31Z [----] followers, [---] engagements
"๐ข @BenWerkman tell us what is $MSTR doing - breaking TradFi and distributing orange ties. @MicroStrategy is rewiring capital markets. As Ben says it they are a loading dock for institutional capital that otherwise cant access Bitcoin levers. Their approach is to find the deepest pockets and design volatility vehicles that are backed by Bitcoin. BritishHODL has been covering MicroStartegy heavily recently so it only made sense to bring the long format content MSTR expert to his channel. Listen to Ben sit down with @BritishHodl to peel back the hood of the engine that is powering @saylors"
X Link 2024-11-04T23:14Z [----] followers, [---] engagements
"๐ The hyper-financialization of Bitcoin is hyper-bitcoinization The largest pools of capital are sitting at the gate patiently waiting to get exposure to Bitcoin. The fixed income market has woken up to the power of BTC backed bonds. @MicroStrategy has given the market the [--] year study to show proof of work. @DylanLeClair_ is a disciple of the @saylor playbook and he believes the crossing the chasm inflection point is here now that private credit is understanding the risk profile of a Bitcoin powered investment vehicle. Dylan joins @APompliano to discuss the impact that Bitcoin will have on"
X Link 2024-11-05T17:48Z [----] followers, [----] engagements
"๐ง Its like putting your song on Spotify its where the listeners are - @EricBalchunas knows a thing or two about ETFs. His inflow projections for year [--] have already been passed and the ETFs strength through downturns doesnt show any signs of slowing down. He describes ETFs as the premium vehicle for 60/40 investors a way to put Bitcoin in the hands of mainstream investors. Fidelity and Blackrock paved the way for Bitcoin to re-build its reputation that was tarnished by SBF. These BTC ETFs are breaking every record that gold set by multiples. Tune into @natbrunells discussion with Eric to"
X Link 2024-11-05T20:32Z [----] followers, [----] engagements
"๐ฉป @MSTRTrueNorth Royal rumble round [--] was a cage match. It included a choke slam from @Z06Z07 as he ties in Clayton Christensens Innovators Dilemma type moment for traditional finance. The digital transformation of capital is sparking disruption that is brewing a blockbuster type event. Professionals closest to the money monopoly have flourished and therefore have been comfortable working within the legacy system however that is the recipe for being disrupted. The longer financial advisors ignore Bitcoin and its proxies the more likely that are to be disrupted and displaced. @tadtweets gets"
X Link 2024-11-07T13:49Z [----] followers, 12.1K engagements
"@andiarcher @MSTRTrueNorth @Z06Z07 @Danny85732 Great call @andiarc"
X Link 2024-11-07T15:13Z [----] followers, [--] engagements
"๐ Ignoring the opportunities that exist in an economic engine that enables the monetization of Bitcoin blinds you from understanding @MicroStrategy. Regulation has held back any premium associated to monetization of digital property but theres tailwinds that are changing that. On @BlockFuel @BenWerkman breaks down how to put aside the legacy valuation model by using pre-revenue startup type models. Ben gives you the tools to uncover the asymmetric bet that Wall Street is blind to. $MSTR is building the infrastructure to capture the monetization which is a moat in the market that the market"
X Link 2024-11-09T16:48Z [----] followers, 15.8K engagements
"@invest_answers What are you inferring when you say almost never fails ๐ซก๐"
X Link 2024-11-10T04:41Z [----] followers, [---] engagements
"@invest_answers Have you noticed any distinct differences with weekend price movements now that ETFs are in the game"
X Link 2024-11-10T04:47Z [----] followers, [--] engagements
"โTransformative inevitable and essential for the future. Read @saifedeans The Bitcoin Standard and then Malcolm @Gladwells The Tipping Point and you cant miss the obvious. The way we think and use money is going through a transformation as important as what the internet did to communication and information. @LawrenceLepard refers to the Bitcoin story as internet [---]. Its the base layer of a monetary network that is attracting everyone everywhere including the Wall Street titans. The innovation curve always includes a phase of skepticism along with danger but as that fades the tipping point"
X Link 2024-11-11T14:09Z [----] followers, [--] engagements
"๐ผ The sooner you understand that the apex asset of the future is digital the quicker you will find @MicroStrategy. @ryQuant highlights the importance of studying the other side of a buy. If you put $MSTR through the @saylor long term hold thesis find something someone smarter and wealthier than you will want to acquire from you you find shares accreting BTC yield at rapid rates with [------] BTC on the treasury. Who is going to want the public equity with 1% of scarce digital capital. everyone. When everyone tries to buy something that is being measured using a KPI that represents a operating"
X Link 2024-11-11T23:11Z [----] followers, [----] engagements
"๐If a decentralized spreadsheet threatens your system the system in your problem not the decentralized spreadsheet @LynAldenContact has perfected the explanation of how economic and technological forces have shaped currencies over time. The nothing stops this train narrative is built around the debt deficit being past the point of savior and the result being a slow meltdown that shifts the US into emerging marketization. Tune in to hear @natbrunell and Lyn discuss the macro environment. ๐ฏ "The complexity of Bitcoins governance reflects its strength and challengebalancing security"
X Link 2024-11-12T20:21Z [----] followers, [---] engagements
"๐ Ben Horowitz (@bhorowitz) and Marc Andreessen (@pmarca) have been at the forefront of innovative technology since the 90s. They know a thing or two about how hard scaling a business is especially when the vertical is stifled by unjust regulation. They discuss the current administrations crackdown on crypto that has slowed down building within the ecosystem and shut off adoption of the most egalitarian market available. The one that banks the bank-less and doesnt discriminate. Tune into @a16z latest episode with Ben and Mark to hear how the Trump administration will affect tech start ups."
X Link 2024-11-13T04:38Z [----] followers, [---] engagements
"@PeterSchiff @arturillo955 Probably"
X Link 2024-11-13T18:42Z [----] followers, [---] engagements
"Correction: covered calls are sold 'out of the money' (aka OTM) or at minimum 'at the money' (ATM). This is in reference to the '๐ฐ Covered Call Strategy Amid Volatility' section. nod to the options guru @nithusezni"
X Link 2024-11-14T14:58Z [----] followers, [---] engagements
"When I found Bitcoin I was in despair - the same person that predicted the Mobile Wave had trouble maintaining high growth in a fiat denominated world. Michael @saylor sits down with @natbrunell to highlight the significance of the strategic Bitcoin reserve bill that @SenLummis has proposed. He describes the bill as laying the ethical economic technical foundation to revitalize the global banking system. The ability for everyone and everything to recapitalize on Bitcoin is hope. The USA is heading towards the path of owning the world reserve capital network Bitcoin. Tune into the full episode"
X Link 2024-11-18T22:10Z [----] followers, [----] engagements
"๐ฐ Peak story tellers are peak predators they deserve caution (@JasonPLowery via softwars) @MicroStrategy is the apex predator yet at the same time the apex benefactor - @nithusezni and @Adrian_R_Morris describe the dichotomy whereby @saylor is using his engineering background to tell the story of Bitcoin. The MAG [--] are fighting over digital intelligence while $MSTR is gradually accumulating digital capital. The digital moat has been built and now as @Adrian_R_Morris says it for every bite a nation state or corporation takes MicroStrategy gets [--]. Tune into @MSTRTrueNorth to hear the squad"
X Link 2024-11-19T14:54Z [----] followers, [----] engagements
"@donmcallister I know a few people - @PunterJeff @BenWerkman @ryQuant"
X Link 2024-11-19T21:40Z [----] followers, [---] engagements
"@BitPaine If anyone can do it its @saylor"
X Link 2024-11-20T04:20Z [----] followers, [--] engagements
"๐ Convertible debt is a hybrid productdebt to the downside and equity to the upside. If you want to understand the @saylor playbook you need to master the mechanics of the convertible bonds and the investor types that are absorbing them. @RichardByworth can help with that. In the latest QB episode @PunterJeff sits down with Richard to dissect this investment vechicle. Richard highlights the fact that as @MicroStrategy matures and grows in market cap a credit default swap market will develop and attract even more interest in these bonds. This is a market that protects the investment from the"
X Link 2024-11-21T03:16Z [----] followers, [---] engagements
"๐ How do you value the playground for wall street capital that has deep liquidity thats trading like crazy Theres no formula to calculate it and thats why $MSTR is in price discovery. Using the TradFi models to output a price doesnt work when you have capital in the trillions trying to get into the door. @BenWerkman talks about the shift from earnings per a share to Bitcoin yield and the concept that you can uncover the mania when you take the BTC yield and convert it to dollars. The 1x mNAV bears are getting a reality check from the @MSTRTrueNorth team. As @Adrian_R_Morris says at the"
X Link 2024-11-21T15:22Z [----] followers, [----] engagements
"๐ If you like Bitcoin this is a monster for you - The shorts bring out @saylors orange tie. Hes quietly building a Bitcoin refinery that is generating the type of growth that disruptive technologies experience at scale. Index fund inclusion FASB accounting adoption Nation State FOMO Corporate adoption uptick SAB121 on the chopping block demand surging for the convertible notes and 100k imminent are all catalysts that are on the horizon for @MicroStrategy. If you bet against Saylor during the mobile wave you lost. Full video: https://youtu.be/Fztho2KqqdUsi=WKRGzxpWAdvUpVgu"
X Link 2024-11-22T23:19Z [----] followers, [----] engagements
"๐ Bitcoin is insurance its insuring against monetary debasement finding the lowest common denominator in an investment thesis and unraveling the DNA of their balance sheet is where you find the highest upside opportunities. Insurance is the lowest common denominator in the institutional Bitcoin adoption equation. They are in the business of balancing risk to ensure they have the ability to pay out future liabilities in the form of claims. @PunterJeff lives and breaths at the intersection of insurance and Bitcoin. His explanation with @Danny85732 on the latest @MSTRTrueNorth episode is the"
X Link 2024-11-23T15:42Z [----] followers, [----] engagements
"@coryklippsten @saylor @BitcoinPierre Whos going to be right in 2028"
X Link 2024-11-24T05:18Z [----] followers, [---] engagements
"@OffshoreHODL Your forgetting that these investment pools are constrained to the regulation in their arena. Its not dumb money its dumb regulation. This is the best way for them to get exposure to Bitcoin type returns with the risk stripped out. Youre missing an important piece"
X Link 2024-11-25T02:17Z [----] followers, [---] engagements
"@matters_btc @OffshoreHODL Yes - although it does have a bit more risk than a traditional bond in that MSTR as an operating company is still building their empire and theres no credit default swap market yet"
X Link 2024-11-25T03:40Z [----] followers, [---] engagements
"๐ ๐ญSo.as Ive said previously @PunterJeffs pause says it all. This week is where we see @saylor playing chess pulling all the right levers right before the QQQ calibration date. Jeffs quote tells you everything you need to know - @MicroStrategy doesnt need $S&P [---] & $QQQ the $S&P [---] & $QQQ need $MSTR - hes spot on here if Bitcoin performs like we think it will this cycle these funds will greatly benefit. Listen to Jeffs breakdown on @MSTRTrueNorth to hear what is likely to come this week and what it means for the next few months. Key insights: ๐ Complexity of the Trade: MicroStrategys"
X Link 2024-11-25T04:40Z [----] followers, [---] engagements
"@OffshoreHODL Whats your stance on $MSTR Im incredibly confused by your posts haha"
X Link 2024-11-25T15:58Z [----] followers, [--] engagements
"๐ Using fake money to buy as much real money as possible @rajatsonifnance believes that @MicroStrategys long term position is part of the top tier equities globally. Why is that Because they were the first to adopt their strong standing in the equity and bond markets to generate a BTC yield at an unprecedented scale. Its important to understand the BTC cycles and know the cyclical nature of the asset class before jumping in. The volatility is part of a game that is being towed to Bitcoin as an emerging technology as the base layer of the globally monetary system. Tune into @TimKotzman latest"
X Link 2024-11-25T18:20Z [----] followers, [----] engagements
"@OffshoreHODL Dont forget that this X world we live in represents a tiny fraction of the real world"
X Link 2024-11-26T01:25Z [----] followers, [--] engagements
"@MSTRTrueNorth Pulled a quick one on us with the [--] min delay"
X Link 2024-11-26T03:04Z [----] followers, [---] engagements
"@DaxxTrader @saylor @Jason @joerogan Waiting for election results and timing it around Bitcoin peak interest. Rogan is a mastermind in that way"
X Link 2024-11-26T04:50Z [----] followers, [---] engagements
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