[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ryQuant Ryan There is significant buzz around $MSTR, with many users discussing its potential and comparing it to traditional investment vehicles. Some are drawing parallels between $MSTR's performance and that of other successful trades, highlighting its unique characteristics as a "friction-less business" with high margins and global reach. The conversation suggests growing investor confidence in $MSTR's strategy and potential for long-term success. ### Engagements: XXXXXX [#](/creator/twitter::1873600391562108928/interactions)  - X Week XXXXXXX +26% - X Month XXXXXXX +94% - X Months XXXXXXXXX +760% ### Mentions: XX [#](/creator/twitter::1873600391562108928/posts_active)  - X Week XX -XX% - X Month XXX +66% - X Months XXX +1,470% ### Followers: XXXXX [#](/creator/twitter::1873600391562108928/followers)  - X Week XXXXX +1.70% - X Month XXXXX +11% - X Months XXXXX +156% ### CreatorRank: XXXXXXX [#](/creator/twitter::1873600391562108928/influencer_rank)  ### Social Influence [#](/creator/twitter::1873600391562108928/influence) --- **Social category influence** [stocks](/list/stocks) #5402 [cryptocurrencies](/list/cryptocurrencies) #1851 [finance](/list/finance) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [gaming](/list/gaming) [countries](/list/countries) [vc firms](/list/vc-firms) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) **Social topic influence** [mstr](/topic/mstr) #22, [$mstr](/topic/$mstr) #16, [strategy](/topic/strategy) #21, [saylor](/topic/saylor), [$mtplf](/topic/$mtplf), [$cepo](/topic/$cepo) #5, [fixed income](/topic/fixed-income), [twitter](/topic/twitter), [market cap](/topic/market-cap), [spx](/topic/spx) **Top assets mentioned** [Strategy (MSTR)](/topic/$mstr) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [BlackRock Inc (BLK)](/topic/blackrock) [Nakamoto Games (NAKA)](/topic/$naka) [StupidCoin (STUPID)](/topic/$stupid) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SPX6900 (SPX)](/topic/$spx) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Tesla, Inc. (TSLA)](/topic/$tsla) [Bitcoin (BTC)](/topic/$btc) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [Palantir (PLTR)](/topic/$pltr) [Vixco (VIX)](/topic/$vix) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [iShares BTC Trust (IBIT)](/topic/$ibit) ### Top Social Posts [#](/creator/twitter::1873600391562108928/posts) --- Top posts by engagements in the last XX hours "@RealJimChanos (2/2) Further I would personally own in decent size $NAKA Puts if they had an options market today. I will not elaborate. $MSTR is the Berkshire of this space and nobody will be able to replicate the size and scale of addressing the FI market than @Strategy"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947378640913895835) 2025-07-21 19:30:23 UTC 8103 followers, XXX engagements "@BitStrategy21 @LaDoger21 "hey mom look at what my internet friends made" it's kinda crazy how our generation went from having friends on the internet for counter strike runescape halo X etc now we have friends online for investing. #mobileWave"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1944955199359213874) 2025-07-15 03:00:29 UTC 8102 followers, 7572 engagements "$MSTR is a Zero to One story. The rest of the BTCTC industry is a 1-n story"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945972100025688114) 2025-07-17 22:21:17 UTC 8106 followers, 18.2K engagements ""We are building out the yield curve." -Saylor $MSTR That's the big idea"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947763846275350844) 2025-07-22 21:01:03 UTC 8105 followers, 8482 engagements "I wouldnt read too deeply into it. The explosion up in $MTPLF price forced me to re-think things. Upon rethinking and evaluating the extent to which base effect math can be positively manipulated in order to show staggering BTC Yield I think there is a limit to the response function of the investor class to that. And I fully think $MSTR deserves the highest mNAV of all of them because they (and the prefs) are the most credit worthy and the only monopoly with uncatchable size and scale. cc: @BitStrategy21"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946779203095158857) 2025-07-20 03:48:26 UTC 8102 followers, 23.4K engagements "@JaredDHardin I just havent taken the time to do so. In which aspect of life is it rational to call people dumb without (admittedly) taking the time to do the work"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947592947274551785) 2025-07-22 09:41:57 UTC 8106 followers, XXX engagements "@dotkrueger One thing is for sure. Satoshi would not be sitting on Twitter all day tweeting about themselves nonstop discussing how many followers they have never showing that they care about anyone other than themselves nor would he release a scam called $STUPID coin"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945492774658461887) 2025-07-16 14:36:37 UTC 8102 followers, 7801 engagements "Lot of moving pieces here. What catalyst causes the sentiment to come back into $MTPLF The days of 5-7x mNAV for $MTPLF might be over considering more and more and more companies especially from Japan are going to do this. I think the Twitter sentiment has yet to capitulate. I think $XXXX (the devils bottom like SPX $XXX bottom price in March 2009) is on the table. The market cap is already getting too big to continually benefit from manipulating base effect math"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946585452917731731) 2025-07-19 14:58:32 UTC 8105 followers, 6019 engagements "@MitchellHODL @saylor @MicroStrategy So do you still care about the proof of reserves issue The answer will SHOCK you. (No you never did you were just talking about what everyone else was talking about because other people were talking about it.)"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946249330509430909) 2025-07-18 16:42:54 UTC 8089 followers, 3279 engagements "$MSTR Net Growth Rate = XX% This is a rough framework for how I value @Strategy's net growth rate. I plan on further developing this overtime. I add our BTC price CAGR projection to MSTR's *YoY BTC per share CAGR *intentionally starting with 70k BTC instead of 20k. Then I subtract out the dividend payments and subtract from that the M2-adjusted decay of the dividends. (which are almost certainly going to be paid for with $MSTR class A_ATM) This bring us to the XX% net growth rate number. A company growing at XX% can conservatively trade at a 30x PE ratio which brings me to my own subjective"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947512822104998034) 2025-07-22 04:23:34 UTC 8105 followers, 14.1K engagements "@LukeDavisgrey @RichardByworth One would want a: catalyst thesis reasons for believing that Vol (change) will occur up or down. Without any of the above it's just unjustifiable blind capital allocation"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946999268033908947) 2025-07-20 18:22:53 UTC 8102 followers, XXX engagements "@Strategy 30-35 Delta even depending on Vol"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945940551234388284) 2025-07-17 20:15:55 UTC 8084 followers, 1555 engagements "@Strategy If anyone wants to download a copy of this data table and build on it or insert your own assumptions here is the Google Sheet link:"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947513353863319671) 2025-07-22 04:25:41 UTC 8105 followers, 1965 engagements "My routines of the past few weeks: (Smol sample size but good results) Food: -steak and eggs (grass fed wagyu beef) -bacon cheese bread for burgers -thats it Liquid: -lots of water -X to X cups of coffee -no booze Fitness: -morning run with friend and his dog -gym (nothing crazy just consistent) Days: -work the phones/zooms/slacks/email -focus on running my own money Night: -research collabs -some programming quant/stat work -doing the things i said i would do on calls that day Sleep: -X to X all nighters per week -to lock the fuck in without distractions -great sleep on the day after all"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1940321326386094335) 2025-07-02 08:07:08 UTC 8106 followers, 20.1K engagements "@RealJimChanos If you are owning $MSTR as permanent capital then the $CEPO outcome does not matter. TYFYATTM. 🫡"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947343678760210858) 2025-07-21 17:11:27 UTC 8105 followers, 2874 engagements "@saylor @Strategy "You and I have a rendezvous with destiny." - President Ronald Reagan on $MSTR flipping BlackRock in market cap potentially soon"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945618532735357419) 2025-07-16 22:56:20 UTC 8105 followers, 12.9K engagements "Also worth noting that my projected 2025 BTC $ Gain (earnings) is up by about X billions dollars from 16bn to 20bn since liberation day (April 2nd) til today"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947512825263624591) 2025-07-22 04:23:35 UTC 8105 followers, XXX engagements "Lets not let $SPX ATH distract us from the fact that only X years ago Chamath was doing media stunts where he called *himself* and Social Capital the next Warren Buffett and Berkshire Hathaway. Very and I mean very shortly after this media tour Chamath went on to watch his SPACs reprice -XX% to -XXX% and he was manipulating his own numbers in his annual letter to help hide the losses. (No big wrong-doing there since Social Capital is private not a public company) At the time it was clear to me that we were closer to the top than the bottom. QE ZIRP huge MBS liquidity provided post Covid etc"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1940460271568671064) 2025-07-02 17:19:15 UTC 8093 followers, 8408 engagements "@theRealJzed @RealJimChanos Yes especially because revenue and earnings tend to be correlated"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946407611064373629) 2025-07-19 03:11:51 UTC 8084 followers, XXX engagements "🐻 $TSLA heres the reality that is not being discussed enough: The Robotaxi event in Austin last month was a disaster from an expectations perspective. (cue the 2015 tape of Elon saying by next year you can drive from LA to NYC with no interventions.) Fast forward a decade to the present day and only positive titled social media influencers (cringe) can participate in this event with a car that has a steering wheel (important context for those whove followed the company for a while) and a Tesla employee in the main passenger seat with hand gripped on some sort of programmable switch. I am by"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945043633042018750) 2025-07-15 08:51:53 UTC 8103 followers, 6308 engagements "@ActuaryBitcoin @RichardByworth I wonder never under any circumstances short a stock for any reason or as part of a spread trade of some sort. Shorting stocks is always a losers bet. Unlimited losses and max gain is XXX% (boring)"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946589109012799922) 2025-07-19 15:13:04 UTC 8094 followers, 1037 engagements "@cadeskywalker @hillery_dan @JoshMandell6 Very bullish through 2026 as of now But also a vol data nerd and interested in seasonality Saving some dry powder here"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946292027328778476) 2025-07-18 19:32:34 UTC 8085 followers, XXX engagements "@A5T3R0lD $MSTR cannot retire on X million $BTC"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947540518822679015) 2025-07-22 06:13:37 UTC 8105 followers, XXX engagements "@RealJimChanos (1/2) All of the above is fair Im personally not bullish on most of the BTCTCs. $CEPO has no bull case to me as they are in the awkward middle ground between benefitting from base effect math & institutional grade BTC operating company with a track record"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947378087399956915) 2025-07-21 19:28:11 UTC 8105 followers, 2437 engagements "@JJWatt Genuine question 🫡 How do high profile athletes manage their investments Traditional Wall Street Or do you guys hire your own people"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946414949120745621) 2025-07-19 03:41:01 UTC 8092 followers, 6600 engagements "@smooth_btc @RealJimChanos $MSTR hits X years in less than X weeks. The longest most battle tested track record there is for a Bitcoin Treasury Company. The track record that wrote the playbook for others to follow"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947379286446641285) 2025-07-21 19:32:57 UTC 8105 followers, XXX engagements "@Dmitriisms @ActuallyClimber Many folks think that BlackRock Vanguard State Street Schwab etc actually own these positions themselves when they are really more like custodians for ETFs Mutual Funds Retail etc Even Bobby Kennedy was promoting this inaccurate idea"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945877355324710958) 2025-07-17 16:04:48 UTC 8106 followers, XXX engagements "Have @dotkrueger unblock me so that I can more easily join his Spaces request to speak and then indirectly guide every conversation towards $MSTR and their perpetual preferred fixed income securities in addition to Q2 consensus earnings"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947566038062940601) 2025-07-22 07:55:02 UTC 8105 followers, 4790 engagements "@thepowerfulHRV @Jason $MSTR Debt load and massive debt Are key signs that people have no idea what they are talking about. In relative terms MSTR has less debt as a % of MC than many 50-200bn companies. In absolute terms ITS ALL FUTURE EQUITY. All of it including pref. dividends"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1944769861298843765) 2025-07-14 14:44:01 UTC 8092 followers, 5798 engagements "@amitisinvesting I hope $MSTR reverse splits the stock. Make the units more scarce. Passive indexes central banks hedge funds HMWI etc may (will) buy them at any unit price hardcore retail may buy fractional shares"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945995109453136007) 2025-07-17 23:52:43 UTC 8105 followers, 4426 engagements "@AdamBLiv Sorry I stopped listening at: Thats because youre thinking in GAAP not God mode. cc: @RealJimChanos Unsolicited suggestion: Id be less concerned with speculating on how others are thinking and more concerned with explaining how youre thinking. (Big difference)"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946615882027016313) 2025-07-19 16:59:27 UTC 8091 followers, 6465 engagements "@_ChaitanyaJ wen quintuple torque strategy slide $mstr"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947395088407269653) 2025-07-21 20:35:44 UTC 8104 followers, XXX engagements ""Volatility reflects the difference between the world as we imagine it to be and the world that actually exists." - @vol_christopher"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945906240204521549) 2025-07-17 17:59:35 UTC 8084 followers, 2021 engagements "At Rutgers one of the rare classes that every undergrad student has to take regardless of major is Expository Writing. The non-writing types hate this class. In this class we would take two Malcolm Gladwell style pieces of literature and then write a paper to make some type of compelling argument that connects the two articles or short books. The "Expos" style paper that is worth writing now is to examine Christopher Cole's thought leadership and overlay it onto $MSTR as (1) both a Long and Short Volatility instrument as (2) part of the XXX Year "Dragon" Portfolio and (3) @Strategy's business"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947374713787060606) 2025-07-21 19:14:46 UTC 8105 followers, 6039 engagements "@MitchellHODL @theBTCMiningGuy @saylor @MicroStrategy Imagine being so functionally useless that you dont have the mental capacity to stay on topic. Youre so brain dead that your only response function is personal attacks"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946256710617997560) 2025-07-18 17:12:14 UTC 8088 followers, XXX engagements ""Will @Strategy's STRK/STRF/STRD ever have an options market" "Options on prefs are rare but not impossible." Hopefully the big liquidity will be reason to grant an options market on the prefs. It would be great to sell XX Delta opportunistic CCs on STRK/STRF"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945940274859155863) 2025-07-17 20:14:50 UTC 8105 followers, 22.9K engagements "4 eggs X ounces of wagyu beef (* 2) X bacon 👀 @JoshMandell6 This or something similar 1x a day and Im never hungry in between. Also doing 40-50 hour fasts from time to time which interestingly makes me crave the hunger feeling and not want to break the fast"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947539311253196871) 2025-07-22 06:08:49 UTC 8106 followers, 1815 engagements "The bull case: STRK/STRF/STRD becomes a capital raising vehicle that exceeds the net income of the Mag7 companies first individually and then collectively. The bear case: STRK/STRF/STRD creates less than expected demand for a fixed income product that is better than US debt HY corpo bonds MBS money markets all real estate rentals etc All things considered especially the moat of 600k BTC & untouchable BTC $ Gain the range of outcomes for $MSTR is skewed massively to the upside"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1936863685139661124) 2025-06-22 19:07:42 UTC 8105 followers, 13.4K engagements "@BenWerkman The power of the Werkman influence:"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946310915198259221) 2025-07-18 20:47:37 UTC 8085 followers, 2132 engagements "@RealJimChanos Can we agree that $PLTR at 650x PE is a more grotesque valuation story than $MSTR at 2x mNAV. I get it those are two different metrics. But one is undeniably more extreme than the other"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946387474965782772) 2025-07-19 01:51:50 UTC 8093 followers, 1639 engagements "Hi Friends Ive been thinking through business opportunities and I'm now open to taking on a few clients (companies hedge funds family offices individuals) who are pursuing a BTC and/or MSTR Treasury Strategy and are looking for financial consulting. There is a broad range of opportunistic & creative paths to value creation within the universe of BTC MSTR STRK STRF Selling MSTR CCs and CSPs Long Calls on MSTR as well as seeking anti-correlation by catalyst driven VIX exposure or Long Puts on MSTR BTCTCs IBIT Miners etc. Feel free to DM me with questions and comments. 🫡"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947340647427674396) 2025-07-21 16:59:24 UTC 8106 followers, 13.2K engagements "@BenPhiat @BenWerkman @PunterJeff @ColeMacro @StriveFunds Would be great to see less memes and more comms on the operating business. $ASST"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946277839919329408) 2025-07-18 18:36:11 UTC 8088 followers, 2914 engagements "@D13982671D @AdamBLiv @RealJimChanos My comments here dont involve $MTPLF I think @AdamBLiv has an impressive & unique way of communicating his thoughts. Hes a talented guy. I wouldnt give this constructive feedback if I didnt respect him. 🫡"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946777947748393295) 2025-07-20 03:43:26 UTC 8093 followers, XXX engagements "From a seasonality only perspective we are right in the sweet spot for a top in risk assets and a bottom in the $VIX. I made the chart below X years ago and it's a lookback of the average VIX close each day of the past XX years with all necessary time adjustments made (accounting for weekends and holidays.) When looking at the year March and April especially on Wall Street brings the end of the cold winter and a warm/fun spring which I think at the human condition/psychology level creates conditions for optimism in markets. And this warm weather optimism tends to be fully "priced in" by the"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946286459557920973) 2025-07-18 19:10:26 UTC 8102 followers, 4415 engagements "@CitadelKnight What is the limit for global premium fixed income instruments And keep in mind @Strategys ability to increase the size of their purchase as price goes up. cc: @PunterJeff & @BitStrategy21"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946701673646494202) 2025-07-19 22:40:21 UTC 8089 followers, 1192 engagements "@thepowerfulHRV $SMLR = deep value company of the industry"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1944806614760087940) 2025-07-14 17:10:04 UTC 8090 followers, 2143 engagements "In regards to understanding $MSTR vs $IBIT and the competitive dynamics of the BTCTC industry one thing to me is abundantly certain: Plato Einstein Although the quant component is necessary for measuring the quality of ones *theory* is what wins. Time will tell"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946798853229031931) 2025-07-20 05:06:31 UTC 8105 followers, 3820 engagements "@RealJimChanos Was Berkshire affected by similar hedge funds or businesses $CEPO following the same model as $MSTR supports my idea that the field of BTCTCs can only benefit $MSTR not hurt them. If one or several even $CEPO go under I don't think it harms $MSTR long term"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947352629111029870) 2025-07-21 17:47:01 UTC 8105 followers, 1211 engagements "The next step is to get away from percentages at the top and do real values to get more accurate. I especially need to assign a size component to the pref's dividends. Plus the more effective way of measuring the dividends is in USD not % as the USD is fixed"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947512826748408294) 2025-07-22 04:23:35 UTC 8105 followers, XXX engagements "@samcallah Perpetual Moral Hazard "Why not just intervene we have intervened in the past (intervene = QE ZIRP YCC)"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1947327540663906605) 2025-07-21 16:07:19 UTC 8105 followers, 1917 engagements "@MAKS_Diogenes If someone buys MSTR the money goes to the seller of the shares. Not to Saylor"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946750055110856970) 2025-07-20 01:52:36 UTC 8094 followers, 2393 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ryQuant Ryan
There is significant buzz around $MSTR, with many users discussing its potential and comparing it to traditional investment vehicles. Some are drawing parallels between $MSTR's performance and that of other successful trades, highlighting its unique characteristics as a "friction-less business" with high margins and global reach. The conversation suggests growing investor confidence in $MSTR's strategy and potential for long-term success.
Engagements: XXXXXX #
- X Week XXXXXXX +26%
- X Month XXXXXXX +94%
- X Months XXXXXXXXX +760%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +66%
- X Months XXX +1,470%
Followers: XXXXX #
- X Week XXXXX +1.70%
- X Month XXXXX +11%
- X Months XXXXX +156%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #5402 cryptocurrencies #1851 finance technology brands social networks gaming countries vc firms automotive brands celebrities
Social topic influence mstr #22, $mstr #16, strategy #21, saylor, $mtplf, $cepo #5, fixed income, twitter, market cap, spx
Top assets mentioned Strategy (MSTR) Metaplanet Inc. (MTPLF) BlackRock Inc (BLK) Nakamoto Games (NAKA) StupidCoin (STUPID) Alphabet Inc Class A (GOOGL) SPX6900 (SPX) Berkshire Hathaway Inc. (BRK.A) Tesla, Inc. (TSLA) Bitcoin (BTC) Strategy Incorporated (STRF) Strike (STRK) Stride (STRD) Palantir (PLTR) Vixco (VIX) Semler Scientific, Inc. (SMLR) iShares BTC Trust (IBIT)
Top Social Posts #
Top posts by engagements in the last XX hours
"@RealJimChanos (2/2) Further I would personally own in decent size $NAKA Puts if they had an options market today. I will not elaborate. $MSTR is the Berkshire of this space and nobody will be able to replicate the size and scale of addressing the FI market than @Strategy"
@ryQuant on X 2025-07-21 19:30:23 UTC 8103 followers, XXX engagements
"@BitStrategy21 @LaDoger21 "hey mom look at what my internet friends made" it's kinda crazy how our generation went from having friends on the internet for counter strike runescape halo X etc now we have friends online for investing. #mobileWave" @ryQuant on X 2025-07-15 03:00:29 UTC 8102 followers, 7572 engagements
"$MSTR is a Zero to One story. The rest of the BTCTC industry is a 1-n story" @ryQuant on X 2025-07-17 22:21:17 UTC 8106 followers, 18.2K engagements
""We are building out the yield curve." -Saylor $MSTR That's the big idea" @ryQuant on X 2025-07-22 21:01:03 UTC 8105 followers, 8482 engagements
"I wouldnt read too deeply into it. The explosion up in $MTPLF price forced me to re-think things. Upon rethinking and evaluating the extent to which base effect math can be positively manipulated in order to show staggering BTC Yield I think there is a limit to the response function of the investor class to that. And I fully think $MSTR deserves the highest mNAV of all of them because they (and the prefs) are the most credit worthy and the only monopoly with uncatchable size and scale. cc: @BitStrategy21" @ryQuant on X 2025-07-20 03:48:26 UTC 8102 followers, 23.4K engagements
"@JaredDHardin I just havent taken the time to do so. In which aspect of life is it rational to call people dumb without (admittedly) taking the time to do the work" @ryQuant on X 2025-07-22 09:41:57 UTC 8106 followers, XXX engagements
"@dotkrueger One thing is for sure. Satoshi would not be sitting on Twitter all day tweeting about themselves nonstop discussing how many followers they have never showing that they care about anyone other than themselves nor would he release a scam called $STUPID coin" @ryQuant on X 2025-07-16 14:36:37 UTC 8102 followers, 7801 engagements
"Lot of moving pieces here. What catalyst causes the sentiment to come back into $MTPLF The days of 5-7x mNAV for $MTPLF might be over considering more and more and more companies especially from Japan are going to do this. I think the Twitter sentiment has yet to capitulate. I think $XXXX (the devils bottom like SPX $XXX bottom price in March 2009) is on the table. The market cap is already getting too big to continually benefit from manipulating base effect math" @ryQuant on X 2025-07-19 14:58:32 UTC 8105 followers, 6019 engagements
"@MitchellHODL @saylor @MicroStrategy So do you still care about the proof of reserves issue The answer will SHOCK you. (No you never did you were just talking about what everyone else was talking about because other people were talking about it.)" @ryQuant on X 2025-07-18 16:42:54 UTC 8089 followers, 3279 engagements
"$MSTR Net Growth Rate = XX% This is a rough framework for how I value @Strategy's net growth rate. I plan on further developing this overtime. I add our BTC price CAGR projection to MSTR's *YoY BTC per share CAGR *intentionally starting with 70k BTC instead of 20k. Then I subtract out the dividend payments and subtract from that the M2-adjusted decay of the dividends. (which are almost certainly going to be paid for with $MSTR class A_ATM) This bring us to the XX% net growth rate number. A company growing at XX% can conservatively trade at a 30x PE ratio which brings me to my own subjective" @ryQuant on X 2025-07-22 04:23:34 UTC 8105 followers, 14.1K engagements
"@LukeDavisgrey @RichardByworth One would want a: catalyst thesis reasons for believing that Vol (change) will occur up or down. Without any of the above it's just unjustifiable blind capital allocation" @ryQuant on X 2025-07-20 18:22:53 UTC 8102 followers, XXX engagements
"@Strategy 30-35 Delta even depending on Vol" @ryQuant on X 2025-07-17 20:15:55 UTC 8084 followers, 1555 engagements
"@Strategy If anyone wants to download a copy of this data table and build on it or insert your own assumptions here is the Google Sheet link:" @ryQuant on X 2025-07-22 04:25:41 UTC 8105 followers, 1965 engagements
"My routines of the past few weeks: (Smol sample size but good results) Food: -steak and eggs (grass fed wagyu beef) -bacon cheese bread for burgers -thats it Liquid: -lots of water -X to X cups of coffee -no booze Fitness: -morning run with friend and his dog -gym (nothing crazy just consistent) Days: -work the phones/zooms/slacks/email -focus on running my own money Night: -research collabs -some programming quant/stat work -doing the things i said i would do on calls that day Sleep: -X to X all nighters per week -to lock the fuck in without distractions -great sleep on the day after all" @ryQuant on X 2025-07-02 08:07:08 UTC 8106 followers, 20.1K engagements
"@RealJimChanos If you are owning $MSTR as permanent capital then the $CEPO outcome does not matter. TYFYATTM. 🫡" @ryQuant on X 2025-07-21 17:11:27 UTC 8105 followers, 2874 engagements
"@saylor @Strategy "You and I have a rendezvous with destiny." - President Ronald Reagan on $MSTR flipping BlackRock in market cap potentially soon" @ryQuant on X 2025-07-16 22:56:20 UTC 8105 followers, 12.9K engagements
"Also worth noting that my projected 2025 BTC $ Gain (earnings) is up by about X billions dollars from 16bn to 20bn since liberation day (April 2nd) til today" @ryQuant on X 2025-07-22 04:23:35 UTC 8105 followers, XXX engagements
"Lets not let $SPX ATH distract us from the fact that only X years ago Chamath was doing media stunts where he called himself and Social Capital the next Warren Buffett and Berkshire Hathaway. Very and I mean very shortly after this media tour Chamath went on to watch his SPACs reprice -XX% to -XXX% and he was manipulating his own numbers in his annual letter to help hide the losses. (No big wrong-doing there since Social Capital is private not a public company) At the time it was clear to me that we were closer to the top than the bottom. QE ZIRP huge MBS liquidity provided post Covid etc" @ryQuant on X 2025-07-02 17:19:15 UTC 8093 followers, 8408 engagements
"@theRealJzed @RealJimChanos Yes especially because revenue and earnings tend to be correlated" @ryQuant on X 2025-07-19 03:11:51 UTC 8084 followers, XXX engagements
"🐻 $TSLA heres the reality that is not being discussed enough: The Robotaxi event in Austin last month was a disaster from an expectations perspective. (cue the 2015 tape of Elon saying by next year you can drive from LA to NYC with no interventions.) Fast forward a decade to the present day and only positive titled social media influencers (cringe) can participate in this event with a car that has a steering wheel (important context for those whove followed the company for a while) and a Tesla employee in the main passenger seat with hand gripped on some sort of programmable switch. I am by" @ryQuant on X 2025-07-15 08:51:53 UTC 8103 followers, 6308 engagements
"@ActuaryBitcoin @RichardByworth I wonder never under any circumstances short a stock for any reason or as part of a spread trade of some sort. Shorting stocks is always a losers bet. Unlimited losses and max gain is XXX% (boring)" @ryQuant on X 2025-07-19 15:13:04 UTC 8094 followers, 1037 engagements
"@cadeskywalker @hillery_dan @JoshMandell6 Very bullish through 2026 as of now But also a vol data nerd and interested in seasonality Saving some dry powder here" @ryQuant on X 2025-07-18 19:32:34 UTC 8085 followers, XXX engagements
"@A5T3R0lD $MSTR cannot retire on X million $BTC" @ryQuant on X 2025-07-22 06:13:37 UTC 8105 followers, XXX engagements
"@RealJimChanos (1/2) All of the above is fair Im personally not bullish on most of the BTCTCs. $CEPO has no bull case to me as they are in the awkward middle ground between benefitting from base effect math & institutional grade BTC operating company with a track record" @ryQuant on X 2025-07-21 19:28:11 UTC 8105 followers, 2437 engagements
"@JJWatt Genuine question 🫡 How do high profile athletes manage their investments Traditional Wall Street Or do you guys hire your own people" @ryQuant on X 2025-07-19 03:41:01 UTC 8092 followers, 6600 engagements
"@smooth_btc @RealJimChanos $MSTR hits X years in less than X weeks. The longest most battle tested track record there is for a Bitcoin Treasury Company. The track record that wrote the playbook for others to follow" @ryQuant on X 2025-07-21 19:32:57 UTC 8105 followers, XXX engagements
"@Dmitriisms @ActuallyClimber Many folks think that BlackRock Vanguard State Street Schwab etc actually own these positions themselves when they are really more like custodians for ETFs Mutual Funds Retail etc Even Bobby Kennedy was promoting this inaccurate idea" @ryQuant on X 2025-07-17 16:04:48 UTC 8106 followers, XXX engagements
"Have @dotkrueger unblock me so that I can more easily join his Spaces request to speak and then indirectly guide every conversation towards $MSTR and their perpetual preferred fixed income securities in addition to Q2 consensus earnings" @ryQuant on X 2025-07-22 07:55:02 UTC 8105 followers, 4790 engagements
"@thepowerfulHRV @Jason $MSTR Debt load and massive debt Are key signs that people have no idea what they are talking about. In relative terms MSTR has less debt as a % of MC than many 50-200bn companies. In absolute terms ITS ALL FUTURE EQUITY. All of it including pref. dividends" @ryQuant on X 2025-07-14 14:44:01 UTC 8092 followers, 5798 engagements
"@amitisinvesting I hope $MSTR reverse splits the stock. Make the units more scarce. Passive indexes central banks hedge funds HMWI etc may (will) buy them at any unit price hardcore retail may buy fractional shares" @ryQuant on X 2025-07-17 23:52:43 UTC 8105 followers, 4426 engagements
"@AdamBLiv Sorry I stopped listening at: Thats because youre thinking in GAAP not God mode. cc: @RealJimChanos Unsolicited suggestion: Id be less concerned with speculating on how others are thinking and more concerned with explaining how youre thinking. (Big difference)" @ryQuant on X 2025-07-19 16:59:27 UTC 8091 followers, 6465 engagements
"@_ChaitanyaJ wen quintuple torque strategy slide $mstr" @ryQuant on X 2025-07-21 20:35:44 UTC 8104 followers, XXX engagements
""Volatility reflects the difference between the world as we imagine it to be and the world that actually exists." - @vol_christopher" @ryQuant on X 2025-07-17 17:59:35 UTC 8084 followers, 2021 engagements
"At Rutgers one of the rare classes that every undergrad student has to take regardless of major is Expository Writing. The non-writing types hate this class. In this class we would take two Malcolm Gladwell style pieces of literature and then write a paper to make some type of compelling argument that connects the two articles or short books. The "Expos" style paper that is worth writing now is to examine Christopher Cole's thought leadership and overlay it onto $MSTR as (1) both a Long and Short Volatility instrument as (2) part of the XXX Year "Dragon" Portfolio and (3) @Strategy's business" @ryQuant on X 2025-07-21 19:14:46 UTC 8105 followers, 6039 engagements
"@MitchellHODL @theBTCMiningGuy @saylor @MicroStrategy Imagine being so functionally useless that you dont have the mental capacity to stay on topic. Youre so brain dead that your only response function is personal attacks" @ryQuant on X 2025-07-18 17:12:14 UTC 8088 followers, XXX engagements
""Will @Strategy's STRK/STRF/STRD ever have an options market" "Options on prefs are rare but not impossible." Hopefully the big liquidity will be reason to grant an options market on the prefs. It would be great to sell XX Delta opportunistic CCs on STRK/STRF" @ryQuant on X 2025-07-17 20:14:50 UTC 8105 followers, 22.9K engagements
"4 eggs X ounces of wagyu beef (* 2) X bacon 👀 @JoshMandell6 This or something similar 1x a day and Im never hungry in between. Also doing 40-50 hour fasts from time to time which interestingly makes me crave the hunger feeling and not want to break the fast" @ryQuant on X 2025-07-22 06:08:49 UTC 8106 followers, 1815 engagements
"The bull case: STRK/STRF/STRD becomes a capital raising vehicle that exceeds the net income of the Mag7 companies first individually and then collectively. The bear case: STRK/STRF/STRD creates less than expected demand for a fixed income product that is better than US debt HY corpo bonds MBS money markets all real estate rentals etc All things considered especially the moat of 600k BTC & untouchable BTC $ Gain the range of outcomes for $MSTR is skewed massively to the upside" @ryQuant on X 2025-06-22 19:07:42 UTC 8105 followers, 13.4K engagements
"@BenWerkman The power of the Werkman influence:" @ryQuant on X 2025-07-18 20:47:37 UTC 8085 followers, 2132 engagements
"@RealJimChanos Can we agree that $PLTR at 650x PE is a more grotesque valuation story than $MSTR at 2x mNAV. I get it those are two different metrics. But one is undeniably more extreme than the other" @ryQuant on X 2025-07-19 01:51:50 UTC 8093 followers, 1639 engagements
"Hi Friends Ive been thinking through business opportunities and I'm now open to taking on a few clients (companies hedge funds family offices individuals) who are pursuing a BTC and/or MSTR Treasury Strategy and are looking for financial consulting. There is a broad range of opportunistic & creative paths to value creation within the universe of BTC MSTR STRK STRF Selling MSTR CCs and CSPs Long Calls on MSTR as well as seeking anti-correlation by catalyst driven VIX exposure or Long Puts on MSTR BTCTCs IBIT Miners etc. Feel free to DM me with questions and comments. 🫡" @ryQuant on X 2025-07-21 16:59:24 UTC 8106 followers, 13.2K engagements
"@BenPhiat @BenWerkman @PunterJeff @ColeMacro @StriveFunds Would be great to see less memes and more comms on the operating business. $ASST" @ryQuant on X 2025-07-18 18:36:11 UTC 8088 followers, 2914 engagements
"@D13982671D @AdamBLiv @RealJimChanos My comments here dont involve $MTPLF I think @AdamBLiv has an impressive & unique way of communicating his thoughts. Hes a talented guy. I wouldnt give this constructive feedback if I didnt respect him. 🫡" @ryQuant on X 2025-07-20 03:43:26 UTC 8093 followers, XXX engagements
"From a seasonality only perspective we are right in the sweet spot for a top in risk assets and a bottom in the $VIX. I made the chart below X years ago and it's a lookback of the average VIX close each day of the past XX years with all necessary time adjustments made (accounting for weekends and holidays.) When looking at the year March and April especially on Wall Street brings the end of the cold winter and a warm/fun spring which I think at the human condition/psychology level creates conditions for optimism in markets. And this warm weather optimism tends to be fully "priced in" by the" @ryQuant on X 2025-07-18 19:10:26 UTC 8102 followers, 4415 engagements
"@CitadelKnight What is the limit for global premium fixed income instruments And keep in mind @Strategys ability to increase the size of their purchase as price goes up. cc: @PunterJeff & @BitStrategy21" @ryQuant on X 2025-07-19 22:40:21 UTC 8089 followers, 1192 engagements
"@thepowerfulHRV $SMLR = deep value company of the industry" @ryQuant on X 2025-07-14 17:10:04 UTC 8090 followers, 2143 engagements
"In regards to understanding $MSTR vs $IBIT and the competitive dynamics of the BTCTC industry one thing to me is abundantly certain: Plato Einstein Although the quant component is necessary for measuring the quality of ones theory is what wins. Time will tell" @ryQuant on X 2025-07-20 05:06:31 UTC 8105 followers, 3820 engagements
"@RealJimChanos Was Berkshire affected by similar hedge funds or businesses $CEPO following the same model as $MSTR supports my idea that the field of BTCTCs can only benefit $MSTR not hurt them. If one or several even $CEPO go under I don't think it harms $MSTR long term" @ryQuant on X 2025-07-21 17:47:01 UTC 8105 followers, 1211 engagements
"The next step is to get away from percentages at the top and do real values to get more accurate. I especially need to assign a size component to the pref's dividends. Plus the more effective way of measuring the dividends is in USD not % as the USD is fixed" @ryQuant on X 2025-07-22 04:23:35 UTC 8105 followers, XXX engagements
"@samcallah Perpetual Moral Hazard "Why not just intervene we have intervened in the past (intervene = QE ZIRP YCC)" @ryQuant on X 2025-07-21 16:07:19 UTC 8105 followers, 1917 engagements
"@MAKS_Diogenes If someone buys MSTR the money goes to the seller of the shares. Not to Saylor" @ryQuant on X 2025-07-20 01:52:36 UTC 8094 followers, 2393 engagements