#  @tadtweets Tad Smith Tad Smith, the CEO of Sotheby's, recently expressed enthusiasm for digital art, as the company continues to explore and invest in the space. He is not alone, as other art and tech leaders, such as Michael Saylor, are also bullish on digital art and its potential for innovation and growth. Digital art is gaining recognition, but its relatively short history has sparked contentious debates about its value and legitimacy. ### Engagements: [------] [#](/creator/twitter::222880659/interactions)  - [--] Week [------] -82% - [--] Month [-------] +774% - [--] Months [---------] +34% - [--] Year [---------] +260% ### Mentions: [--] [#](/creator/twitter::222880659/posts_active)  - [--] Month [--] +75% - [--] Months [---] +1.60% - [--] Year [---] +103% ### Followers: [-------] [#](/creator/twitter::222880659/followers)  - [--] Week [------] +2% - [--] Month [------] +3% - [--] Months [------] +41% - [--] Year [------] +119% ### CreatorRank: [-------] [#](/creator/twitter::222880659/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #2775 [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [nfts](/list/nfts) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) **Social topic influence** [bitcoin](/topic/bitcoin), [$btc](/topic/$btc), [$mstr](/topic/$mstr) #26, [mstr](/topic/mstr), [saylor](/topic/saylor), [money](/topic/money), [ai](/topic/ai), [$ibit](/topic/$ibit), [$strc](/topic/$strc) #4, [$strk](/topic/$strk) **Top accounts mentioned or mentioned by** [@saylor](/creator/undefined) [@strategy](/creator/undefined) [@microstrategy](/creator/undefined) [@raoulgmi](/creator/undefined) [@sothebys](/creator/undefined) [@christiesinc](/creator/undefined) [@jvisserlabs](/creator/undefined) [@digitalphong](/creator/undefined) [@checkmatey](/creator/undefined) [@doodles](/creator/undefined) [@dotkrueger](/creator/undefined) [@huuep](/creator/undefined) [@youtube](/creator/undefined) [@nyustern](/creator/undefined) [@stackhodler](/creator/undefined) [@mstrtruenorth](/creator/undefined) [@burnttoast](/creator/undefined) [@prestonpysh](/creator/undefined) [@bitteljulien](/creator/undefined) [@federalreserve](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [iShares BTC Trust (IBIT)](/topic/$ibit) [Strike (STRK)](/topic/$strk) [Doodles (doodles)](/topic/doodles) [Tesla, Inc. (TSLA)](/topic/$tsla) [SPDR GOLD ETF (GLD)](/topic/$gld) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Reserve (RSV)](/topic/reserve) [Ethereum (ETH)](/topic/$eth) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) ### Top Social Posts Top posts by engagements in the last [--] hours "The $MSTR performance of @strategy has been absolutely horrible recently Time to close out my position. Someone convince me I am wrong please 😂👀 👇 [--] Year performance: $IBiT 90% $MSTR 213% 🫡 YTD: $IBIT 15% $MSTR 38%. 🫡 3-month: $IBIT 38% $MSTR 50%. 🫡 1-month $IBIT 3% $MSTR 7%. 🫡 5-days: $IBIT 0.1%. 🫡 $MSTR -1.0% https://twitter.com/i/web/status/1942295378856141054 https://twitter.com/i/web/status/1942295378856141054" [X Link](https://x.com/tadtweets/status/1942295378856141054) 2025-07-07T18:51Z 17.1K followers, 23.2K engagements "@saylor As I mentioned when I saw you in the hotel bar later that evening Michael it was absolutely one of your best ones. By the way- the MSTR earnings call with the new KPI of BTC yield and the multi year yield guidance were also very good and helpful" [X Link](https://x.com/tadtweets/status/1819475005815623733) 2024-08-02T20:47Z [----] followers, [---] engagements "A New Look at Corporate Treasury Strategy https://www.lynalden.com/a-new-look-at-corporate-treasury-strategy/ https://www.lynalden.com/a-new-look-at-corporate-treasury-strategy/" [X Link](https://x.com/tadtweets/status/1820869154779345145) 2024-08-06T17:06Z [----] followers, [--] engagements "Welcome BANANA ZONE https://www.sothebys.com/en/articles/sothebys-to-offer-maurizio-cattelans-comedian https://www.sothebys.com/en/articles/sothebys-to-offer-maurizio-cattelans-comedian" [X Link](https://x.com/tadtweets/status/1850351209451782633) 2024-10-27T01:38Z 14K followers, [----] engagements "I have taught finance for more than two decades to prospective MBAs at @NYUStern. All any of them needed to learn is what @saylor has been doing at #MSTR Truly a master class in finance "What MicroStrategy does is: Were scraping or stepping down the volatility and were stepping down the performance. Now you would think: Why would you want 10% returns instead of 50% Why would you want that Well MicroStrategys gotten 50% every year for the past [--] years "What MicroStrategy does is: Were scraping or stepping down the volatility and were stepping down the performance. Now you would think: Why" [X Link](https://x.com/tadtweets/status/1850355101052875170) 2024-10-27T01:53Z 14K followers, 24.9K engagements "Question on my mind: what are the rules for a company issuer on selling securities pursuant to an ATM in the period immediately preceding the earnings call (and presumably in possession of material non public information I suspect it is prohibited and there is a quiet period. If so then we must consider that #MicroStrategy has not been selling its own shares for some time. And if that is true then it is possible the recent stock price run up and mNAV expansion has been aided because the obvious seller viz. #MSTR itself has been out of the market. If any of this is true then it is worth noting" [X Link](https://x.com/tadtweets/status/1851277796309704742) 2024-10-29T14:59Z 14K followers, [----] engagements "We will know more after #MSTR earnings call this evening but I must imagine @saylor is watching this rapidly growing ETF activity combined with recent #BTC price action and it will motivate him to move more quickly and boldly than otherwise before price really starts to go parabolic and FOMO sets in. Arguably insider FOMO is already setting in; but outsiders and tradfi still see a languid melt up if they are paying attention at all. (Google searches suggest they are not paying attention.) Bottom line: MSTR may feel it needs to scramble from here. #reflexivity As @AP_Abacus would say" [X Link](https://x.com/tadtweets/status/1851595256615379211) 2024-10-30T12:01Z 14K followers, [----] engagements "How psyched am I to hear @GaryLevox with friends in Florida this Saturday night One of the greatest vocalists alive and I am listening to him and his incredible band right now on a flight across the pond. @rascalflatts" [X Link](https://x.com/tadtweets/status/1853526895570153950) 2024-11-04T19:57Z [----] followers, [--] engagements "It was a pretty remarkable earnings call. $MSTR @saylor The most dazzling earnings call performance Ive ever seen of a public company - Tad Smith on @Saylor If you havent watched the $MSTR 3rd Quarter Earnings call let former CEO of Sothebys tell you why you should https://t.co/W66AzzNU1F The most dazzling earnings call performance Ive ever seen of a public company - Tad Smith on @Saylor If you havent watched the $MSTR 3rd Quarter Earnings call let former CEO of Sothebys tell you why you should https://t.co/W66AzzNU1F" [X Link](https://x.com/tadtweets/status/1854730379162210326) 2024-11-08T03:39Z [----] followers, 10K engagements "I always have been a very slow learner @coryklippsten Sotheby's CEO went down the rabbit hole at [--] now fully orange pilled at [--]. Ignore Bitcoin at your peril https://t.co/Vf3BwC18n4 Sotheby's CEO went down the rabbit hole at [--] now fully orange pilled at [--]. Ignore Bitcoin at your peril https://t.co/Vf3BwC18n4" [X Link](https://x.com/tadtweets/status/1854740224548438177) 2024-11-08T04:18Z [----] followers, 61.2K engagements "Another lesson in the value of money for me to share. I put a deposit down on a painting over the summer. Why didnt I just buy it outright Because I would have to sell some $MSTR shares to pay for it and I told my art advisor that if I could wait a few months the share price would probably rip and the painting would in effect be cheaper. Sure enough: #BTC pumped @saylor did his thing and I paid for the painting with the same number of dollars BUT by selling far fewer shares of $MSTR and their implied number of #BTC. A real life case of #BTC beginning to demonetize other assets (at least via" [X Link](https://x.com/tadtweets/status/1854758409192591719) 2024-11-08T05:30Z [----] followers, 14.9K engagements "We interrupt our usual programming to share an interview with a smart inspiring young entrepreneur. If you missed it yesterday @shayne_coplan will start your Friday off with a sense of optimism for our future. Great @SquawkCNBC interview with CEO of @Polymarket by @BeckyQuick @JoeSquawk @andrewrsorkin I went on CNBC's Squawk Box this morning to talk about how Polymarket called the election. Here's the full interview: https://t.co/d0Cg2aIRhO I went on CNBC's Squawk Box this morning to talk about how Polymarket called the election. Here's the full interview: https://t.co/d0Cg2aIRhO" [X Link](https://x.com/tadtweets/status/1854831284196880792) 2024-11-08T10:20Z [----] followers, [----] engagements "Yes. I now think long and hard about spending money on any asset other than those that are or are highly correlated with #Bitcoin and the digital asset revolution underway. Real estate fine art fine wines and gold while wonderful real assets in their own right are no longer the apex stores of value for me that they used to be. So now when I spend money on fine art or anything the great auction houses do such a good job selling I think of it as a lifestyle expense rather than an asset expenditure. Just one guys opinion. But I still love art @tadtweets Has having an understanding of bitcoin" [X Link](https://x.com/tadtweets/status/1855592585961566262) 2024-11-10T12:45Z [----] followers, 31.3K engagements "Somebody is up early on Sunday driving his investor relations team mad @saylor I think https://t.co/meaZhpFNq9 needs more green dots. https://t.co/faeNCKAvNQ I think https://t.co/meaZhpFNq9 needs more green dots. https://t.co/faeNCKAvNQ" [X Link](https://x.com/tadtweets/status/1855593817354723531) 2024-11-10T12:50Z [----] followers, 17.5K engagements "Several points on this one and thanks for all the feedback First I am not fading art in any way shape or form. Art gives beauty and purpose to life and I love it. Second assets that may be highly correlated with #Bitcoin and the digital revolution underway include #ordinals #NFT #generativeart and the like. Third my comment was really about how the value of those traditional real world assets (real estate fine art fine wine gold etc.) is changing IN RELATION TO BITCOIN and similarly correlated digital assets; NOT in relation to the dollar. I do believe all of those assets will continue to" [X Link](https://x.com/tadtweets/status/1855654644812251575) 2024-11-10T16:51Z [----] followers, [----] engagements "Thats a very interesting way to think about it. @hodlerforlife @saylor and/or @RaoulGMI has a chart that suggests the only investable assets that grow faster than the money supply are the #nasdaq100 luxury real estate fine art and fine wine. I think @saylor talks about beachfront Miami real estate in his Argentina speech and it is @RaoulGMI who has the great research showing investment assets restated for the effect of money printing. And of course we are excluding the effect of debt leverage for the purposes of the discussion which is another common way for people to try to outrun the money" [X Link](https://x.com/tadtweets/status/1855657517885338097) 2024-11-10T17:03Z [----] followers, [----] engagements "Yes. #Bitcoin decentralizes trust and democratizes access to value. #GenerativeArt uses algorithms to push the outer boundaries of creativity and democratizes the ability to be an artist (at least collaboratively with the machine). Both forces are so overwhelmingly powerful that to stand against them however they may end up being intertwined would be like a sandcastle trying to hold off a tidal wave. My opinion MASSIVELY BULLISH. Thanks for the question. @tadtweets Any thoughts on generative art on Bitcoin 🖼 @tadtweets Any thoughts on generative art on Bitcoin 🖼" [X Link](https://x.com/tadtweets/status/1855741236381991001) 2024-11-10T22:36Z [----] followers, [----] engagements "@fitzyOG Cool. I was aware of the explosion of art and Bitcoin ordinals but you seem to be pointing to a very specific collection. Would love to learn more" [X Link](https://x.com/tadtweets/status/1855746764420108417) 2024-11-10T22:58Z [----] followers, [---] engagements "@fitzyOG I met @huuep last month and we spoke just last week. We want to find a way to improve adoption of digital art generally and ordinal-based art in particular. Thank you" [X Link](https://x.com/tadtweets/status/1855771078154461412) 2024-11-11T00:34Z [----] followers, [---] engagements "I have been reflecting on Greshams Law in respect of stores of value. As those geeks among us know Greshams Law states that Bad money drives out good money. In other words if there are two forms of money in the economy people will hoard the good one (#Bitcoin)" [X Link](https://x.com/tadtweets/status/1855775666257432809) 2024-11-11T00:52Z [----] followers, 12.1K engagements "to understand all of the direct and secondary consequences of this brave new digital world. I would appreciate any views on this for my education" [X Link](https://x.com/tadtweets/status/1855775670728544265) 2024-11-11T00:52Z [----] followers, [---] engagements "I cant wait for my #bitcoinbook to arrive Separately maybe we can prevail upon @dotkrueger and @bensig just a little bit more to create yet another special super limited edition of [--] books or so that are chock full of #ordinals with all sorts of unique contributions by the artists that we auction off @Sothebys or @ChristiesIn for a cause that benefits the #bitcoin community somehow. @WayneVaughan @huuep Heres my review of The Big Bitcoin Book by @dotkrueger and @bensig. This book is a true luxury art piece that celebrates Bitcoin. The design and production quality are outstanding. I liked it" [X Link](https://x.com/tadtweets/status/1856002092328276469) 2024-11-11T15:52Z [----] followers, [----] engagements "How Bitcoins Market Cap Could Top $200 Trillion Jesse Myers via @YouTube This was a sensational podcast that I listened to on this little stroll today. Special thanks to @stackhodler for the morning hike inspiration on this day of #BTC and #MSTR rest. @Croesus_BTC really begins to say some profoundly moving things at about minute [--] of the podcast for those of you who dont have time to listen to it all. Great interview @bramk https://youtu.be/5Bn49IeqzE4feature=shared https://youtu.be/5Bn49IeqzE4feature=shared https://youtu.be/5Bn49IeqzE4feature=shared" [X Link](https://x.com/tadtweets/status/1856379649737073008) 2024-11-12T16:52Z [----] followers, [----] engagements "What's Behind Bitcoin's Historic Price Surge via @YouTube Growing older should deepen our curiosity not our complacency. Thanks again @TimKotzman https://youtu.be/Gn0cb5fsAdsfeature=shared https://youtu.be/Gn0cb5fsAdsfeature=shared" [X Link](https://x.com/tadtweets/status/1856510567625740649) 2024-11-13T01:33Z [----] followers, [----] engagements "A few points to add here. First the very long term S&P500 return is 10% of which 7-8% is the return if one excludes dividends. And that is close to what I recall @saylor and others saying. Moreover I will ignore the fact that taxes reduce that return and also that there is a huge skew among the stocks within the S&P500 (so a lot of concentration of capital there too). Second the longterm M2 growth rate is 6.6% from [----] to [----]. M3 which is a broader measure of dollars in the system has grown about 9% since [----]. And that is true despite the fact that the slowest period of monetary growth in" [X Link](https://x.com/tadtweets/status/1856545123976233109) 2024-11-13T03:50Z [----] followers, 19.6K engagements "💯 You'll get #Bitcoin if you do the work. Congratulations @JoeSquawk https://t.co/EsAFwv38Cu You'll get #Bitcoin if you do the work. Congratulations @JoeSquawk https://t.co/EsAFwv38Cu" [X Link](https://x.com/tadtweets/status/1857754082745704685) 2024-11-16T11:54Z [----] followers, [----] engagements "I watched this one live. @saylor breaks important new ground in the area of proposed public policy beginning at [--] minutes into the speech. He lays out a very clear and logical framework for the regulation of digital assets in the United States. #bitcoin #crypto #NFTs @cantorfitzgerld @MicroStrategy My recent thoughts on Bitcoin MicroStrategy and the crypto industry in the aftermath of the sweeping Trump/Vance victory on Nov 5: the drivers behind the Crypto Renaissance a Digital Assets Framework and the geopolitical logic of the Strategic #Bitcoin Reserve. https://t.co/AWsHcuc3UK My recent" [X Link](https://x.com/tadtweets/status/1857869663721476505) 2024-11-16T19:33Z [----] followers, 12.9K engagements "Most thoughtful analysis I have read. Discards the mNAV debate. Longish piece but worth the whole thing for anyone interested. Personally I am very focused on those caveats at the end $MSTR @saylor @MicroStrategy #BTC #Bitcoin https://seekingalpha.com/article/4738579gt=05b1837786ea645e https://seekingalpha.com/article/4738579gt=05b1837786ea645e" [X Link](https://x.com/tadtweets/status/1858842605942874122) 2024-11-19T11:59Z [----] followers, 28.9K engagements "This speaks for itselfloudly Given high demand we upsized our $MSTR offering of 0% convertible bonds due [----] from $1.75 billion to $2.6 billion including a $400 million greenshoe option and priced it at a 55% conversion premium. Given high demand we upsized our $MSTR offering of 0% convertible bonds due [----] from $1.75 billion to $2.6 billion including a $400 million greenshoe option and priced it at a 55% conversion premium" [X Link](https://x.com/tadtweets/status/1859236980745212330) 2024-11-20T14:06Z [----] followers, [----] engagements "On this sharply lower day at $MSTR take some time to listen to this terrific podcast. In my opinion no one should own the stock at all who does not understand everything in these [--] minutes (39 mins at 1.25x speed). @pahueg @RichardByworth The Convertible Bond Trader: "Microstrategy is making every TradFi pro p. via @YouTube https://youtu.be/0R9gq4zIlCgfeature=shared https://youtu.be/0R9gq4zIlCgfeature=shared" [X Link](https://x.com/tadtweets/status/1859691226351423531) 2024-11-21T20:11Z [----] followers, 17.6K engagements "Wow - a real morning banger from Down Under @_Checkmatey_ has outdone his analytical self with this one. Whether one agrees or disagrees with his $MSTR and #BTC analysis it is well worth reading/watching/subscribing/understanding. The Infinite Money Glitch. My latest analysis covering #MicroStrategy $MSTR is now live for @_checkonchain subscribers. This one was a real mind bender. [----] words and a 40min video. Post link is in tweet below👇 https://t.co/zA3FZKD1IX The Infinite Money Glitch. My latest analysis covering #MicroStrategy $MSTR is now live for @_checkonchain subscribers. This one" [X Link](https://x.com/tadtweets/status/1859902112219726031) 2024-11-22T10:09Z [----] followers, 11.9K engagements "IMO @saylor has been much clearer and more articulate in other interviews. $MSTR #BTC @MicroStrategy @JoeSquawk @CNBC @andrewrsorkin MicroStrategy is powered by its #Bitcoin treasury operations. We sell volatility through our ATM offerings strip BTC risk volatility and performance from our fixed-income securities and transfer that performance to our $MSTR equity holders. https://t.co/QedCazsrsN MicroStrategy is powered by its #Bitcoin treasury operations. We sell volatility through our ATM offerings strip BTC risk volatility and performance from our fixed-income securities and transfer that" [X Link](https://x.com/tadtweets/status/1860266828318081272) 2024-11-23T10:19Z [----] followers, [----] engagements "Unlike meme stocks or crypto bets in which the user naturally assumes some risk most customers viewed funds held in the FDIC-backed accounts as the safest place to put their money. 👀 Heartbreaking Thousands of Americans see their savings vanish https://www.cnbc.com/2024/11/22/synapse-bankruptcy-thousands-of-americans-see-their-savings-vanish.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2024/11/22/synapse-bankruptcy-thousands-of-americans-see-their-savings-vanish.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter" [X Link](https://x.com/tadtweets/status/1860278599707730290) 2024-11-23T11:05Z [----] followers, [---] engagements "More green dots to tease on Sunday morning @saylor #NeverGiveUp @MicroStrategy $MSTR On July [--] [----] $MSTR stock fell to an all-time low of $0.42. Yesterday it closed at $421.88. Never. Never. Never give up. On July [--] [----] $MSTR stock fell to an all-time low of $0.42. Yesterday it closed at $421.88. Never. Never. Never give up" [X Link](https://x.com/tadtweets/status/1860310768933015791) 2024-11-23T13:13Z [----] followers, [----] engagements "Good morning Well @saylor of @MicroStrategy was right on time this Sunday morning but I am an hour late because I was walking the dogs. #greendots $mstr #justanothersundaymorning We need more green dots on https://t.co/Bx3917zeAK. https://t.co/0VCrBs9oUa We need more green dots on https://t.co/Bx3917zeAK. https://t.co/0VCrBs9oUa" [X Link](https://x.com/tadtweets/status/1860686746549170609) 2024-11-24T14:07Z [----] followers, [----] engagements "Excellent piece on $MSTR by @RichardAHaas Worth a read (several times over if necessary) for anyone who owns the securities" [X Link](https://x.com/tadtweets/status/1861698302044934586) 2024-11-27T09:07Z [----] followers, [---] engagements "👀 important early morning take from @Jamie1Coutts reposting @AndreasSteno #BTC #Bitcoin #liquidity #Fed A #Bitcoin bid has overshadowed tightening liquidity over the past month. Yes there is a lag between liquidity and Bitcoin and therefore $BTC seems overstretched vs. global M2. My liquidity model which I flagged [--] weeks back suggested caution especially with leverage. https://t.co/Amw8rBE03e A #Bitcoin bid has overshadowed tightening liquidity over the past month. Yes there is a lag between liquidity and Bitcoin and therefore $BTC seems overstretched vs. global M2. My liquidity model which" [X Link](https://x.com/tadtweets/status/1861704460470267918) 2024-11-27T09:31Z [----] followers, [---] engagements "An interesting take on $MSTR 👇" [X Link](https://x.com/tadtweets/status/1861885935752773982) 2024-11-27T21:32Z [----] followers, [----] engagements "Well intended people get this one wrong from time to time: note that Michael Howell goes out of his way to say Not M2 @crossbordercap #BTC $MSTR #Bitcoin Here's a chart gift. Happy Thanksgiving Everyone. #BTC$ doesn't have a P/E but it (and many other things) moves closely with #liquidity. Here we track our GLI metric (NOT M2) advanced by [--] months vs the 6w change in Bitcoin back to [----]. May be another buying opportunity ahead https://t.co/NKbRRSpOyy Here's a chart gift. Happy Thanksgiving Everyone. #BTC$ doesn't have a P/E but it (and many other things) moves closely with #liquidity. Here" [X Link](https://x.com/tadtweets/status/1862190644506013773) 2024-11-28T17:43Z [----] followers, [---] engagements "@BenWerkman does awesome work. And we all benefit @saylor @MicroStrategy $MSTR #BTC There is a lot of demand going around right now to focus on the $MSTR bear case so i'll do a bit of that today. If there is a desire I'll go deeper once I'm not on vacation. Trigger Warning: Wildly long. Probably lots of spelling mistakes in this one but you'll get my point There is a lot of demand going around right now to focus on the $MSTR bear case so i'll do a bit of that today. If there is a desire I'll go deeper once I'm not on vacation. Trigger Warning: Wildly long. Probably lots of spelling mistakes" [X Link](https://x.com/tadtweets/status/1862984337978806506) 2024-11-30T22:17Z [----] followers, [----] engagements "@saylor knows the art market very well: a little more Andy Warhol green and a little less Yves Klein Blue would improve the value of this artwork quite considerably. $MSTR #BTC #Bitcoin. I am looking forward to his keynote address tomorrow morning at a Miami conference: who knows what he will announce there A possible blue-green imbalance on https://t.co/Bx3917zeAK https://t.co/qXMJDEJQzD A possible blue-green imbalance on https://t.co/Bx3917zeAK https://t.co/qXMJDEJQzD" [X Link](https://x.com/tadtweets/status/1863232045440221366) 2024-12-01T14:41Z [----] followers, [---] engagements "Andy Warhol green will definitely improve upon the value of the Yves Klein blue. @saylor knows his art. $MSTR #BTC A possible blue-green imbalance on https://t.co/Bx3917zeAK https://t.co/qXMJDEJQzD A possible blue-green imbalance on https://t.co/Bx3917zeAK https://t.co/qXMJDEJQzD" [X Link](https://x.com/tadtweets/status/1863238795191062947) 2024-12-01T15:08Z [----] followers, [----] engagements "Whether one uses #BTC or #USD to keep score matters little. What matters is whether you consider incremental investments against #BTC as the benchmark or some other dollar-based benchmark. Which hurdle rate do you use Of course anyone can estimate the #BTC hurdle rate and then convert that into dollars but why bother with the extra step Feeling courageous today and wouldn't mind a few punches in the face so here goes: As much as I love bitcoin fans and even maximalist but the notion to measure your total wealth in Bitcoin is cute at best. Let me just ask you one question: Have you - before" [X Link](https://x.com/tadtweets/status/1863242891117949044) 2024-12-01T15:24Z [----] followers, [----] engagements "Remembrances of a #Bitcoin #HODLer by @BenWerkman $MSTR There are many new people entering the $MSTR space which is great to see but because of this I think it may be helpful to give a simplified example people can use and conceptualize from their personal life to understand at a high level what MSTR has been doing with their There are many new people entering the $MSTR space which is great to see but because of this I think it may be helpful to give a simplified example people can use and conceptualize from their personal life to understand at a high level what MSTR has been doing with their" [X Link](https://x.com/tadtweets/status/1863275588493984173) 2024-12-01T17:34Z [----] followers, [----] engagements "Incredible day today at an important Miami conference for founders and investors. Morning keynote was @saylor in his first public comments after his brief presentation to the $MSFT board. He made a compelling call for corporate value creation. This is the first two minutes of his speech for flavor. Later he did a breakout group and took questions from very smart successful and curious investors and entrepreneurs. My takeaway We are still VERY early. $MSTR #BTC #Bitcoin" [X Link](https://x.com/tadtweets/status/1863722202711154950) 2024-12-02T23:09Z [----] followers, 72.6K engagements "In that same Miami conference this morning @saylor was asked directly about #BTC as a currency and he completely dismissed the idea. He went on to argue that the #DOLLAR has many practical advantages as a currency (including over all other currencies) and that #BTC is instead best understood as digital capital and a superb store of value. In his view the conversation about #BTC as a currency has been a disservice to the adoption of #Bitcoin overall because of the confusion and #FUD it has caused among policy makers and other media and business leaders. By that measure Jeremy Siegel is" [X Link](https://x.com/tadtweets/status/1863772814135980338) 2024-12-03T02:30Z [----] followers, [----] engagements "@saylor gave a very good interview. I just wish he would have had enough time to address @BeckyQuick a bit more deeply on the issue of #volatility. I think she is very sharp but even she asked a question of him that revealed she has a much too conventional finance perspective on volatility. She did not appear to see how volatility could be vitality which is (in my opinion) the single most powerful and unorthodox insight offered by $MSTR and to a lesser extent #BTC and other coins. Option traders understand that concept perfectly and embrace volatility; everyone else thinks about volatility as" [X Link](https://x.com/tadtweets/status/1864009933928452560) 2024-12-03T18:12Z [----] followers, [----] engagements "The question on my mind @tomyoungjr is how @saylor or @MicroStrategy would ever be able to do either a discretionary ATM or to announce a convertible debt deal right now. Why Because the $MSTR management team presumably already knows the outcome of the decision on the QQQ inclusion and therefore cannot legally be selling shares on a discretionary basis with this material non-public information. The only inference to draw is that any ATM activity underway at the moment is coming from a 10b-5 program filed prior to November 29th likely using an algorithmic formula of some kind (@JoshMandell6" [X Link](https://x.com/tadtweets/status/1864790478249758819) 2024-12-05T21:54Z [----] followers, 35.5K engagements "Thanks for the question. Getting into or not getting into the QQQ (EITHER WAY) is the material non-public information in my opinion. And with such a large ATM underway I do not for a second believe that @MicroStrategy @saylor and the team are not following the rules VERY carefully and under the guidance of superb inside and outside counsel. Again one persons opinion but I for one am drawing no inferences from trading activity to try to ascertain the result of the QQQ inclusion. As I wrote below however I personally do believe that whatever ATM may be underway is automatic and not" [X Link](https://x.com/tadtweets/status/1864796962756993115) 2024-12-05T22:20Z [----] followers, [----] engagements "Thanks also for this question. Here again (I am not a securities attorney) but ChatGPT4-o was instructive on this point too. It said that there are definite logistical and compliance reasons why issuing companies learn about QQQ inclusion prior to the public announcement. However and this is where my conjecture may be wrong or the AI answer is incorrect it alsosays this issuer notification is typically done as close to the public announcement date as possible. I dont know how many days after November 29th that entails so perhaps I am wrong. On the other hand I tried to put myself in @saylor s" [X Link](https://x.com/tadtweets/status/1864821599951819115) 2024-12-05T23:58Z [----] followers, [----] engagements "The Grinch @WSJ editorial board shows up in time for Christmas to trash #BTC #crypto #iwm and especially $MSTR @saylor The Bitcoin Boom and Easy Money https://www.wsj.com/opinion/bitcoin-prices-microstrategy-markets-assets-federal-reserve-810db1b9st=t6J4EU https://www.wsj.com/opinion/bitcoin-prices-microstrategy-markets-assets-federal-reserve-810db1b9st=t6J4EU" [X Link](https://x.com/tadtweets/status/1864989756490129421) 2024-12-06T11:06Z [----] followers, [---] engagements "What do you think @rovercrc Time for @saylor to stay up late on Saturday night and get his green paint and brush out to put some more dots on this chart Sunday morning Given the share price and #BTC action this past week he may need a lot of green paint $MSTR and @MicroStrategy 💥BREAKING: MicroStrategy is now in $18 BILLION profit on their #Bitcoin investment. https://t.co/hQc6pkF9Xh 💥BREAKING: MicroStrategy is now in $18 BILLION profit on their #Bitcoin investment. https://t.co/hQc6pkF9Xh" [X Link](https://x.com/tadtweets/status/1865534494868213942) 2024-12-07T23:10Z [----] followers, [----] engagements "I used to love blue. Now I definitely prefer green. @saylor $mstr @MicroStrategy Still too much blue on https://t.co/Bx3917zeAK. https://t.co/Ag6uhXUyqD Still too much blue on https://t.co/Bx3917zeAK. https://t.co/Ag6uhXUyqD" [X Link](https://x.com/tadtweets/status/1865751690730676692) 2024-12-08T13:34Z [----] followers, [----] engagements "Interesting advice from this post 👀 $TSLA or $MSTR As someone who has become very rich from $TSLA here are the things that have worked and not worked for me: 1) Dont get overly excited about the first wave of stock run up. For example people who sold at $300 [---] [---] are idiots. IYKYK. The next [--] months is likely to be better As someone who has become very rich from $TSLA here are the things that have worked and not worked for me: 1) Dont get overly excited about the first wave of stock run up. For example people who sold at $300 [---] [---] are idiots. IYKYK. The next [--] months is likely to be" [X Link](https://x.com/tadtweets/status/1866051684293570565) 2024-12-09T09:26Z [----] followers, [---] engagements "How about a Spaces with me and others on this topic @dotkrueger #art #btc #bitcoin Another $2 Trillion bucket that will move partially into Bitcoin is art. This is often proposed as an "orthogonal" asset class that provides a store of value. But it has all kinds of problems as an investment: - Once-hot artists can lose value fast. I know a friend who had a Another $2 Trillion bucket that will move partially into Bitcoin is art. This is often proposed as an "orthogonal" asset class that provides a store of value. But it has all kinds of problems as an investment: - Once-hot artists can lose" [X Link](https://x.com/tadtweets/status/1866056480689967489) 2024-12-09T09:45Z [----] followers, [----] engagements "@PrestonPysh is a fantastic interviewer. I think he could even make a banana taped to a wall sound smart. 👀 #BTC #MSTR #art #realestate Bitcoin Vs Art and Real Estate w/ Tad Smith (BTC211) via @YouTube https://youtu.be/1Hil9D4PYwcfeature=shared https://youtu.be/1Hil9D4PYwcfeature=shared" [X Link](https://x.com/tadtweets/status/1866064972662362336) 2024-12-09T10:18Z [----] followers, [----] engagements "👀. Game on #BTC Russian Parliament Deputy just proposed to create a Strategic #Bitcoin Reserve in Russia WILD TIMES 🤯 https://t.co/uBcyEGoTVa Russian Parliament Deputy just proposed to create a Strategic #Bitcoin Reserve in Russia WILD TIMES 🤯 https://t.co/uBcyEGoTVa" [X Link](https://x.com/tadtweets/status/1866198153747198058) 2024-12-09T19:08Z [----] followers, [----] engagements "There are definitely days when volatility is vitality feels more like volatility meets gravity. @saylor @MicroStrategy @MSTRVoyager $MSTR 😂😂😂😂" [X Link](https://x.com/tadtweets/status/1866216049940570252) 2024-12-09T20:19Z [----] followers, [----] engagements "Looks likes @bensig believes we will all just have to keep stacking and HODLing. #BTC #quantumcomputing #Willow Google Willow Quantum vs Bitcoin Encryption Today Google announced that Willow has reached [---] qubits with improved error rates. Should Bitcoiners worry 🚫 Short Answer: No. 🔒 Bitcoin relies on two types of encryption: [--] ECDSA 256: Vulnerable to "Shors algorithm" but https://t.co/Baa8lwUVM6 Google Willow Quantum vs Bitcoin Encryption Today Google announced that Willow has reached [---] qubits with improved error rates. Should Bitcoiners worry 🚫 Short Answer: No. 🔒 Bitcoin relies on" [X Link](https://x.com/tadtweets/status/1866248938631602184) 2024-12-09T22:29Z [----] followers, [----] engagements "Wowza 👀 🟪 At the MicroStrategy table shareholders are the sucker https://mail.blockworks.com/p/at-the-microstrategy-table-shareholders-are-the-sucker_bhlid=3963c548e36ac1bd4f47f08d94308a09e6bc6332&last_resource_guid=Post%3A7d7eb3a7-4808-4c3c-afae-3838c37b49da&utm_campaign=at-the-microstrategy-table-shareholders-are-the-sucker&utm_medium=newsletter&utm_source=mail.blockworks.com" [X Link](https://x.com/tadtweets/status/1866276959451242613) 2024-12-10T00:21Z [----] followers, [----] engagements "Heavy selling by longterm holders plus concentrated demand between @saylor s $MSTR and $IBIT = flashing yellow for #BTC Caution warranted with likely chopsolidation from @_Checkmatey_ The Lead Foot of #Bitcoin Long-Term Holders. Sell-side pressure by existing holders is tremendous right now and in my view completely overwhelms the demand from both ETFs and MSTR. There lots of heated signals but as always devil is in the details My latest post is below👇 https://t.co/WzgZuzG5j0 The Lead Foot of #Bitcoin Long-Term Holders. Sell-side pressure by existing holders is tremendous right now and in my" [X Link](https://x.com/tadtweets/status/1866308681513468287) 2024-12-10T02:27Z [----] followers, [----] engagements "This recorded spaces is a superb way for current or prospective shareholders of $MSTR to have their questions answered by people who have done excellent work and are actual investors in the company even though not financial advice. There has been a lot of FUD about @MicroStrategy lately and the share price action has been lackluster so this is particularly timely. @MSTRVoyager @saylor @BenWerkman @Adrian_R_Morris Not sure about $MSTR playbook and what the next 6-12 months will look like Join this space at 10am EST. @BenWerkman @Charge_Stack @Adrian_R_Morris https://t.co/qTncCxehv6 Not sure" [X Link](https://x.com/tadtweets/status/1866600355099971930) 2024-12-10T21:46Z [----] followers, [----] engagements "FYI - SAB [---] will not get passed because there is nothing to pass. It is not a law or a regulation: only staff guidance by the SEC. I believe it can be withdrawn as soon as the SEC chooses to do so which presumably will happen quickly when the new crowd takes office in January. (There was confusion on this because Congress tried to pass a bill of disapproval ordering the SEC to withdraw the guidance.) @stackhodler #BTC @stackhodler SAB121 will get passed Banks will hold/custody bitcoin ETFs will move their #Bitcoin to the adults in the room (sorry Baldy) Banks will realize #BTC is pristine" [X Link](https://x.com/tadtweets/status/1866852042985312559) 2024-12-11T14:26Z [----] followers, [----] engagements "Important math to understand from @PrestonPysh for anyone considering the levered ETFs tied to $MSTR Some quick thoughts on 2X levered ETFs for folks that don't understand how these things work. First (and I know this is super obvious to most) if you're down -50% on the day it takes 100% tomorrow to get it all back - lol. So let's start with that math. Because with this https://t.co/X2CPTPh9Zp Some quick thoughts on 2X levered ETFs for folks that don't understand how these things work. First (and I know this is super obvious to most) if you're down -50% on the day it takes 100% tomorrow to" [X Link](https://x.com/tadtweets/status/1867974186238710244) 2024-12-14T16:45Z [----] followers, 26.1K engagements "I am excited to join @dotkrueger @huuep and our @BitcoinFirst_ friends and colleagues to talk about #Bitcoin and the $6mm price of bananas/duct tape in #thebananazone as well as #ordinals #generativeart #theattentioneconomy #NFTs #2025 plus whether @saylor is right about the future of #theartmarket. #BTC. Should I sell $MSTR to buy #art @Sothebys @ChristiesDigArt @ChristiesInc Tomorrow at [--] am PST Bitcoin First is lucky to have @tadtweets the former CEO of Sotheby's to discuss Art vs (and on) Bitcoin. This should be a phenomenal discussion. Tomorrow at [--] am PST Bitcoin First is lucky to have" [X Link](https://x.com/tadtweets/status/1868391592173715836) 2024-12-15T20:24Z [----] followers, 25.1K engagements "This was an excellent interview. Twelve minutes of debunking FUD. @saylor $MSTR JUST IN: Michael Saylor tells CNBC there is no limit to how much #bitcoin MicroStrategy will buy. "We'll just keep buying the top forever." https://t.co/RaLxi73tRN JUST IN: Michael Saylor tells CNBC there is no limit to how much #bitcoin MicroStrategy will buy. "We'll just keep buying the top forever." https://t.co/RaLxi73tRN" [X Link](https://x.com/tadtweets/status/1868779684177289374) 2024-12-16T22:06Z [----] followers, [----] engagements "Quick and thoughtful piece that is better than Xanax for those who are losing their minds over a little volatility: https://thedefireport.io/research/whys-the-market-selling-off https://thedefireport.io/research/whys-the-market-selling-off" [X Link](https://x.com/tadtweets/status/1870091369290559499) 2024-12-20T12:58Z [----] followers, [---] engagements "We havent stopped doing this @Culture_Crit But now we do this with robots in a company called @Monumental_Labs run by @mspringut based north of New York City. Worth a look at his website and a visit to his studio to see the robot Michelangelos. #art #sculpture #ai #robot Why did we stop doing this https://t.co/CT8WlBJNNn Why did we stop doing this https://t.co/CT8WlBJNNn" [X Link](https://x.com/tadtweets/status/1870601870885994636) 2024-12-21T22:46Z [----] followers, [----] engagements "I asked ChatGPT 4-o how @saylor of @MicroStrategy could safely generate cash yield on his #BTC hoard in [----]. Here are the five suggestions it listed. $MSTR 👇" [X Link](https://x.com/tadtweets/status/1870608905568440731) 2024-12-21T23:14Z [----] followers, 40.5K engagements "I wonder whether the @MicroStrategy playbook is as controversial if his #BTC throws off cash. Doesnt $MSTR start generating huge fiat cash flow at the same time as it increases #BTC yield Dont ask me: I am just sharing what took ChatGPT ten seconds to suggest" [X Link](https://x.com/tadtweets/status/1870611000690655559) 2024-12-21T23:23Z [----] followers, [----] engagements "Very thoughtful take here #Bitcoin #SBR #AGI #UAP @matthew_pines 👀 There is a similar strategic logic at play in Bitcoin nation-state adoption AGI development and UAP Disclosure. Scenarios for each may be modeled (in a highly simplified fashion) by a 2x2: . US-led Rival-led There is a similar strategic logic at play in Bitcoin nation-state adoption AGI development and UAP Disclosure. Scenarios for each may be modeled (in a highly simplified fashion) by a 2x2: . US-led Rival-led" [X Link](https://x.com/tadtweets/status/1870629251252449380) 2024-12-22T00:35Z [----] followers, [----] engagements "YIKES @stef12345xyz said the quiet part out loud $MSTR @MicroStrategy @saylor" [X Link](https://x.com/tadtweets/status/1870630122191032404) 2024-12-22T00:39Z [----] followers, [----] engagements "@RaoulGMI outdid himself with this one. Anyone trying to make sense about what #AI means for them and their children should invest the two hours here. I may need to listen to it again to figure out what just happened. https://podcasts.apple.com/us/podcast/raoul-pal-the-journey-man/id1581019716i=1000680125730 https://podcasts.apple.com/us/podcast/raoul-pal-the-journey-man/id1581019716i=1000680125730" [X Link](https://x.com/tadtweets/status/1870909560049000503) 2024-12-22T19:09Z [----] followers, 71.7K engagements "@saylor prefers the words digital capital to describe what #BTC is. Now @barronsonline has told us why: @MicroStrategy plans to turn $MSTR paper into the leading #memecoin or #cryptocurrency of the New Year by issuing more shares than the Weimar Republic did its three different marks 😂 I get all of my best ideas from Barron's. https://t.co/rbk89bntfa I get all of my best ideas from Barron's. https://t.co/rbk89bntfa" [X Link](https://x.com/tadtweets/status/1871637959482442075) 2024-12-24T19:23Z [----] followers, [----] engagements "I never give financial advice and especially not to the smart analyst @PunterJeff But if I were to do so selling the golf club and buying #BTC would likely be on that list. #Bitcoin whales should be members of a great golf club and not its owners 😂 Can we get a Bitcoin Treasury Golf Club 🤔 Any Bitcoin whales own a golf course Perhaps this is a [----] project buy up some land and build an exclusive tokenized $MSTR & Bitcoin golf club Maybe Idaho or Montana Can we get a Bitcoin Treasury Golf Club 🤔 Any Bitcoin whales own a golf course Perhaps this is a [----] project buy up some land and build" [X Link](https://x.com/tadtweets/status/1871642167162421746) 2024-12-24T19:40Z [----] followers, [----] engagements "That clean air in Switzerland seems particularly clarifying: @stackhodler always seems to frame the #BTC situation perfectly. [----] was year one of institutional Bitcoin. The year that Bitcoin truly established itself as a must-own asset. But [----] will take things to a new level. The ETFs are the superhighway that allow trillions of dollars of capital to flow into Bitcoin. But the greatest ETF launch https://t.co/VooQHNkJPx [----] was year one of institutional Bitcoin. The year that Bitcoin truly established itself as a must-own asset. But [----] will take things to a new level. The ETFs are the" [X Link](https://x.com/tadtweets/status/1871904563298697588) 2024-12-25T13:03Z [----] followers, [--] engagements "Its a stark reminder: outside of crypto and tech stocks nothing else is helping you build purchasing power. Even large-cap equities like the S&P [---] are barely breaking even while everything else is outright loss-making versus the 10% global debasement trend. Gee those words by @BittelJulien the colleague of @RaoulGMI sound vaguely familiar to me.maybe it was an @TimKotzman podcast I once heard.oh wait #BTC Lets talk about gold. Are you thinking about gold as a store of value Thats probably about right. Since [----] gold has basically been flat versus the Feds balance sheet meaning gold is" [X Link](https://x.com/tadtweets/status/1871907309787468160) 2024-12-25T13:14Z [----] followers, [----] engagements "That clean air in Switzerland seems particularly clarifying: @stackhodler always frames the #BTC situation perfectly. [----] was year one of institutional Bitcoin. The year that Bitcoin truly established itself as a must-own asset. But [----] will take things to a new level. The ETFs are the superhighway that allow trillions of dollars of capital to flow into Bitcoin. But the greatest ETF launch https://t.co/VooQHNkJPx [----] was year one of institutional Bitcoin. The year that Bitcoin truly established itself as a must-own asset. But [----] will take things to a new level. The ETFs are the" [X Link](https://x.com/tadtweets/status/1871907663833092163) 2024-12-25T13:15Z [----] followers, [----] engagements "In case anyone who follows @dotkrueger is unfamiliar with it check out @meanwhilelife the innovative #BTC life insurance company founded by @ztownsend. Zac worked on a McKinsey project for me (I was a client) some years ago and is a very sharp guy. His company does not do exactly what Fred suggests here but it rhymes. Imagine the following financial product: - You deposit [--] BTC today - You get 200K USD for the rest of your life The product is available for those [--] and older. The counterparty is a top bank or insurance company. would you do it Imagine the following financial product: - You" [X Link](https://x.com/tadtweets/status/1872009305425314055) 2024-12-25T19:59Z [----] followers, [----] engagements "Superb interview about $MSTR. Erstwhile skeptic @_Checkmatey_ goes down the rabbit hole of @MicroStrategy and @saylor quizzing @PunterJeff MicroStrategy Bewilderment with Jeff Walton - Rough Consensus Episode #8 via @YouTube https://youtu.be/n-X6ViniQ_0feature=shared https://youtu.be/n-X6ViniQ_0feature=shared" [X Link](https://x.com/tadtweets/status/1872344812143395047) 2024-12-26T18:12Z [----] followers, [----] engagements "This is a very thoughtful argument against a Strategic Bitcoin Reserve for the United States. For those who favor such a reserve as a matter of public policy rather than personal enrichment the arguments will have to involve something other than providing support for the US Dollar because @GeorgeSelgin pretty thoroughly debunks that position. Selgin does not address whether the US governments buying or holding #BTC is fundamentally a good investment with a highly attractive return (@saylor uses the Louisiana Purchase and the acquisition of Alaska analogies). Selgin also does not address the" [X Link](https://x.com/tadtweets/status/1872686426564829404) 2024-12-27T16:50Z [----] followers, [----] engagements "@dotkrueger makes a crucial point here that reminds me of his own and others very successful investment philosophy more generally: I seek out asymmetric opportunities in life. What is the probability an investment goes to zero and how much zero can I afford to take What is the chance that same investment soars If I pass on that investment now what are the consequences later Will passing now give rise to another attractive opportunity for me to jump in later or will that be prohibitively expensive or even impossible Do I have all of the information now to pass on an investment With technology" [X Link](https://x.com/tadtweets/status/1872697203216535635) 2024-12-27T17:33Z [----] followers, [----] engagements "If indeed this NFT is Bitcoin Danny then you have managed to frame a revolutionary new art paradigm: for centuries art has served as a store of value (in effect analog capital as it were); and now you are suggesting that art has digital capital as its canvas. Do I understand you correctly @huuep Say more please Danny and everyone else with a point of view please weigh in #BTC #Bitcoin #ordinals #art. As a Bitcoiner and someone who worked on NFTs before Ethereum even existed it took me a number of years to get into ETH NFTs. When I did I was mostly interested in the fully on-chain NFTs." [X Link](https://x.com/tadtweets/status/1873105932344820160) 2024-12-28T20:37Z [----] followers, 10.2K engagements "Smart interview with @cryptonomista on why he founded @hodlwithLedn and the imperative use case for #BTC @RaoulGMI https://podcasts.apple.com/us/podcast/raoul-pal-the-journey-man/id1581019716i=1000680956667 https://podcasts.apple.com/us/podcast/raoul-pal-the-journey-man/id1581019716i=1000680956667" [X Link](https://x.com/tadtweets/status/1874147897492623789) 2024-12-31T17:37Z [----] followers, [----] engagements "This investor letter is nothing short of brilliant even by the standards of author and successful entrepreneur Ross Stevens @NYDIG #Bitcoin #BTC Stone Ridge [----] Investor Letter NYDIG https://www.nydig.com/research/stone-ridge-2024-investor-letter https://www.nydig.com/research/stone-ridge-2024-investor-letter" [X Link](https://x.com/tadtweets/status/1874223217478689220) 2024-12-31T22:36Z [----] followers, [----] engagements "Excellent close out summary post from @matt_utxo reflecting a lot of NYE work $MSTR #BTC @MicroStrategy #Bitcoin Now go out and celebrate Matt Here's some $MSTR cope to finish out [----]. we have a very big [----] ahead of us. TL;DR I think that $MSTR is in the process of bottoming and will find its footing in the $270-$300 range (this would satisfy the gap from November [--] it could potentially wick to $250 or lower https://t.co/3N7UTLh20D Here's some $MSTR cope to finish out [----]. we have a very big [----] ahead of us. TL;DR I think that $MSTR is in the process of bottoming and will find its" [X Link](https://x.com/tadtweets/status/1874235020128522260) 2024-12-31T23:23Z [----] followers, [----] engagements "As human-machine partnerships become ubiquitous humans will have to determine these relationships proper nature. The answers may be taken from the logic of security and efficiency derived from the study of history or discerned from the divine. Individuals nations cultures and faiths will need to determine the limits if any of AIs authority over the truth. They will need to decide whether to allow AI to become the intermediary between humans and reality. In this connection they will need to choose between on the one hand retaining the traditional role of human enterprise (while likely ceding" [X Link](https://x.com/tadtweets/status/1874261667221016914) 2025-01-01T01:09Z [----] followers, [---] engagements "That banger was on page [--] and I only have [---] pages to go. I think need a NYE 🥂" [X Link](https://x.com/tadtweets/status/1874261668970271148) 2025-01-01T01:09Z [----] followers, [---] engagements "Absolutely THE most important thread to read for anyone who cares about art digital art generative art NFTs ordinals @punk6529 has a powerful understanding of how the art market functions at a human behavioral level and mixes it with a deep understanding of the technology. Happy New Year On So Few NFTs So Many NFTs Because X is not handling the thread well today here it is with all [--] tweets in single tweet format. Probably better to share this version. 1/ Are NFTs the scarcest assets in the crypto universe Are NFTs an endless no-barriers-to-entry stream On So Few NFTs So Many NFTs Because X" [X Link](https://x.com/tadtweets/status/1874587991676453362) 2025-01-01T22:46Z [----] followers, 10.4K engagements "Remarkable post @DylanLeClair_ I strongly recommend reading it multiple times with ChatGPT or Grok decoding it if necessary to current and prospective $MSTR investors. @MicroStrategy #BTC Analysis on $MSTR Preferred Stock Target Raise *MicroStrategy to Target a Capital Raise of Up to $2 Billion of Preferred Stock* link: https://t.co/cSLDnRw1Xp (Very long post trigger warning) First what is a preferred stock If you want a good primer here's a @PrestonPysh https://t.co/ggmVDko4kd Analysis on $MSTR Preferred Stock Target Raise *MicroStrategy to Target a Capital Raise of Up to $2 Billion of" [X Link](https://x.com/tadtweets/status/1875519421680415180) 2025-01-04T12:27Z [----] followers, [----] engagements "Great to catch up with you @TimKotzman. I realized later that I sounded like I was giving one shareholders advice to @saylor of @MicroStrategy. Far from it: this shareholder continues to be happy On to [----] #BTC I had the opportunity to sit down 🪑 with @tadtweets on our first #Bitcoin Treasuries Friends of the Pod Livestream to discuss #Bitcoin Macro MicroStrategy Quantum Computing & More I had the opportunity to sit down 🪑 with @tadtweets on our first #Bitcoin Treasuries Friends of the Pod Livestream to discuss #Bitcoin Macro MicroStrategy Quantum Computing & More" [X Link](https://x.com/tadtweets/status/1875891549466402903) 2025-01-05T13:06Z [----] followers, [----] engagements "I agree wholeheartedly with @stackhodler and raise him one (Mondays dog walk.) Bitcoin fixes Mondays. Retirement is massively overrated. But waking up on Monday with the same enthusiasm that you wake up with on Saturday is unbeatable. Finding that thing that gives you purpose on Monday morning is a lot easier when you aren't worried about your next https://t.co/LFcjCOlP9W Bitcoin fixes Mondays. Retirement is massively overrated. But waking up on Monday with the same enthusiasm that you wake up with on Saturday is unbeatable. Finding that thing that gives you purpose on Monday morning is a lot" [X Link](https://x.com/tadtweets/status/1876409090370380049) 2025-01-06T23:22Z [----] followers, [----] engagements "Sometimes I forget history and need to pan out a bit. Look for example at the graph of $MSTR one year ago. The right hand part of the graph is performance during the first quarter of [----]. Wow Will past be prologue Do I worry too much about quotidian movements" [X Link](https://x.com/tadtweets/status/1876433304171495472) 2025-01-07T00:58Z [----] followers, [----] engagements "Volatility is vitality.except for today😂 $MSTR #BTC $QQQ $IBIT @saylor" [X Link](https://x.com/tadtweets/status/1876745624759976102) 2025-01-07T21:39Z [----] followers, [----] engagements "It sure is hard to have a bad Sunday morning when you read this one by @RationalOptSoc @dan_steinhart and @DisruptionHedge https://www.rationaloptimistsociety.com/post/part-2-the-five-frontiers https://www.rationaloptimistsociety.com/post/part-2-the-five-frontiers" [X Link](https://x.com/tadtweets/status/1878457569842262225) 2025-01-12T15:02Z [----] followers, [---] engagements "Got around to reading @RaoulGMI s Global Macro Investor January edition this weekend which happened to be the 20th anniversary. It began with a suitably sensible and bullish perspective on where we are in the macro crypto liquidity cycle. (Good news for all of those losing their minds on X these last few weeks.) And then it got really weird. When Raoul started out two decades ago I wonder what he would have said if someone told him this is what his chapter titles he would be in the future for an expensive research report for INVESTORS: Life the Universe and Everything Occupy Mars What Do I" [X Link](https://x.com/tadtweets/status/1878575134321086861) 2025-01-12T22:49Z [----] followers, [----] engagements "I was very impressed with @joerogan s interview with @finkd which I listened to on a wintry walk. First time I had ever heard Mark Zuckerberg with no cartoonish media filter and highly recommend the podcast for a couple hours.especially on the beach. Both smart cookies" [X Link](https://x.com/tadtweets/status/1878577139563323496) 2025-01-12T22:57Z [----] followers, [---] engagements "Nice (and somewhat rare) to wake up to @_Checkmatey_ actually sounding like a bull on Friday morning #BTC $MSTR I for one want to retire his word #chopsolidation. https://open.substack.com/pub/checkonchain/p/a-bullish-postr=iqvx https://open.substack.com/pub/checkonchain/p/a-bullish-postr=iqvx" [X Link](https://x.com/tadtweets/status/1880189024981381381) 2025-01-17T09:42Z [----] followers, [----] engagements "Great post by @BenWerkman for all current and prospective $MSTR holders. His perspective is always very insightful. $MSTR Preferred Stock Offering Trigger Warning - Really Long Post Alright it's been long enough now and my brain has cleared up so we need to finally cover the preferred offering in long form. So what do we know about the offering given what MicroStrategy has already https://t.co/B0KokGYDbD $MSTR Preferred Stock Offering Trigger Warning - Really Long Post Alright it's been long enough now and my brain has cleared up so we need to finally cover the preferred offering in long" [X Link](https://x.com/tadtweets/status/1880206668686061939) 2025-01-17T10:52Z [----] followers, [----] engagements "The Man Making Billions From the Wildest Bitcoin Bet @saylor in @WSJ $MSTR $BTC https://www.wsj.com/finance/currencies/michael-saylor-microstrategy-founder-bitcoin-64afda39st=EXvczP https://www.wsj.com/finance/currencies/michael-saylor-microstrategy-founder-bitcoin-64afda39st=EXvczP" [X Link](https://x.com/tadtweets/status/1880713527905882189) 2025-01-18T20:27Z [----] followers, [---] engagements "Four years or four months Sometimes I think @saylor could blow through that number of shares in four minutes. 😂 $MSTR $BTC All set. With the authorized share increase $MSTR has enough runway for the next [--] years of stock splits and bitcoin fundraising. All set. With the authorized share increase $MSTR has enough runway for the next [--] years of stock splits and bitcoin fundraising" [X Link](https://x.com/tadtweets/status/1881754344669983029) 2025-01-21T17:22Z [----] followers, [----] engagements "True but not for long @Z06Z07 $BTC $MSTR. The scramble begins. Any person with over [---] Bitcoins would be in spot [--] or higher for companies on their PERSONAL balance sheet. Any person with over [---] Bitcoins would be in spot [--] or higher for companies on their PERSONAL balance sheet" [X Link](https://x.com/tadtweets/status/1881765190892687786) 2025-01-21T18:05Z [----] followers, [----] engagements "Started by him I just had a very detailed conversation with a Gen Z flight attendant on Emirates from Auckland to Dubai about $BTC and both the coins by @realDonaldTrump and Melania. He said his wife had urged him to buy Melanias coin but he missed the peak. He also knew exactly what the $BTC price was right now (as he serves me breakfast flying over the Indian Ocean in middle of the night) and complained that Trump did not mention crypto in his Inaugural Address. Impressively knowledgeable degen this guy. This signal is not quite the same as the taxi driver stock tip cycle peak warning of" [X Link](https://x.com/tadtweets/status/1881827164909383725) 2025-01-21T22:12Z [----] followers, [----] engagements "Great interview by @_DannyKnowles of the superb analyst (and sci-fi writer) @LynAldenContact who delivers a master class on all things macro $BTC @realDonaldTrump and crypto and a closing thesis on how to stand near the door of the $MSTR party. Well worth an hour for those interested. New episode has just dropped with the one and only @LynAldenContact. TRUMP INFLATION MICROSTRATEGY & BITCOIN w/Lyn Alden We discuss: - Trump's first day in office - Inflation & the Fed - MicroStrategy - The Bitcoin bull market Check it out here. https://t.co/ll25pe3kpa https://t.co/55ufsyNNHR New episode has" [X Link](https://x.com/tadtweets/status/1881911913669374163) 2025-01-22T03:48Z [----] followers, [----] engagements "This one was fun and we covered a lot more ground than I remember Thanks Joe @IIICapital $MSTR #BTC Last week I sat down with one of the brightest finance + strategy minds in the bitcoin space. Thank you for coming on the show @tadtweets. Last week I sat down with one of the brightest finance + strategy minds in the bitcoin space. Thank you for coming on the show @tadtweets" [X Link](https://x.com/tadtweets/status/1882385989530014108) 2025-01-23T11:12Z [----] followers, [---] engagements "Talk about mixing my metaphors: giant magnet vacuum cleaner sucking up capital 😂😂 #BTC $BTC #Bitcoin @unchainedcom "Bitcoin is a giant magnet. It's a vacuum cleaner that's sucking up capital." - @tadtweets https://t.co/X9Wi9gCoFi "Bitcoin is a giant magnet. It's a vacuum cleaner that's sucking up capital." - @tadtweets https://t.co/X9Wi9gCoFi" [X Link](https://x.com/tadtweets/status/1882386993449255005) 2025-01-23T11:16Z [----] followers, [----] engagements "Thanks for the kind repost @Bitcoin_Teddy Technically I am not a former adjunct finance professor: I have been on hiatus for a couple of years focused on my businesses but am very excited to teach a class on AI and crypto technologies in the field of art this coming fall @NYUStern. Also with respect to the numbers I mentioned in this clip @RaoulGMI and @BittelJulien have recently been using 8% liquidity growth plus 3% inflation for a hurdle rate of 11% so I am happy to defer to them (and keep in mind the effect of taxes). FORMER FINANCE PROFESSOR TAD SMITH: "After [--] years teaching finance I" [X Link](https://x.com/tadtweets/status/1882634792489062450) 2025-01-24T03:41Z [----] followers, [----] engagements "Agree 💯 with @PunterJeff SAB121 getting kicked is a huge deal for $MSTR. Now that he can safely custody his $BTC with the likes of JP Morgan (which can literally print fiat to cover any losses) @saylor can feel comfortable generating yield on his #Bitcoin in a way that meets tradfi fiduciary standards of a public company CEO. @MicroStrategy cash flows could soar and the flywheel accelerate. I could be dead wrong here but if I were in his shoes I would address how this might work specifically on the Feb [--] earnings call. Together with the FASB announcement and probably a preferred share deal" [X Link](https://x.com/tadtweets/status/1882664538912256439) 2025-01-24T05:39Z [----] followers, [---] engagements "Agree 💯 with @PunterJeff SAB121 getting kicked is a huge deal for $MSTR. Now that he can safely custody his $BTC with the likes of JP Morgan (which can literally print fiat to cover any losses) @saylor can feel comfortable generating yield on his #Bitcoin in a way that meets tradfi fiduciary standards of a public company CEO. @MicroStrategy cash flows could soar and the flywheel accelerate. I could be dead wrong here but if I were in his shoes I would address how this might work specifically on the Feb [--] earnings call. Together with the FASB announcement and probably a preferred share deal" [X Link](https://x.com/tadtweets/status/1882665957790818443) 2025-01-24T05:45Z [----] followers, 27.7K engagements "Thoughts on this one @BenWerkman Earnings blackout or $BTC buying strategy @saylor $MSTR I suspect the former. All eyes turn to Feb 5th @MicroStrategy earnings call. Last week MicroStrategy did not sell any shares of class A common stock under its at-the-market equity offering program and did not purchase any bitcoin. As of 2/2/2025 we hodl [------] $BTC acquired for $30.4 billion at $64511 per bitcoin. $MSTR https://t.co/QTBWl8KlNv Last week MicroStrategy did not sell any shares of class A common stock under its at-the-market equity offering program and did not purchase any bitcoin. As of" [X Link](https://x.com/tadtweets/status/1886402071542300887) 2025-02-03T13:11Z [----] followers, 12.5K engagements "Very significant exchange thread worth reading among @refikanadol @BlueBeam9611 @Rahll concerning the upcoming #generative_art auction @ChristiesInc. As a collector of such art myself I agree that it is very important that artists be fairly compensated for their copyrighted works used in the training models and strongly suspect the signatories to this letter have a point that not enough progress has been made in that regard. At the same time the specific details matter and I believe Refik and BlueBeam when they say my own recently acquired Yawanawa piece was compliant with that principle. And" [X Link](https://x.com/tadtweets/status/1888601193330647264) 2025-02-09T14:49Z [----] followers, [----] engagements "👀 very smart take on this issue of #generative_art and copyright here @sashastiles @tadtweets @refikanadol @BlueBeam9611 @Rahll @ChristiesInc i think often about how important my library is to me the thousands of books in my home and all the books and poems and texts and articles and papers ive read over the decades. every single piece of info ive absorbed from those pages is part of the dataset that helps me @tadtweets @refikanadol @BlueBeam9611 @Rahll @ChristiesInc i think often about how important my library is to me the thousands of books in my home and all the books and poems and texts" [X Link](https://x.com/tadtweets/status/1888611848322154721) 2025-02-09T15:32Z [----] followers, [----] engagements "Nice beach Better message @stackhodler $BTC #Bitcoin In previous bull runs long-term Bitcoin holders unloaded their coins into weak hands as the price ran up. But today they are selling straight into Michael Saylor's black hole. Saylor and Strategy are gobbling up an enormous amount of Bitcoin at every level of long-term holder https://t.co/FFqmvXRkwJ In previous bull runs long-term Bitcoin holders unloaded their coins into weak hands as the price ran up. But today they are selling straight into Michael Saylor's black hole. Saylor and Strategy are gobbling up an enormous amount of Bitcoin at" [X Link](https://x.com/tadtweets/status/1889291481053004229) 2025-02-11T12:32Z [----] followers, [----] engagements "Amidst the red candles last week @BittelJulien dropped his latest 44-page monthly macro update. $BTC #Bitcoin TLDR: its right around now that we typically see the first pullback after the initial leg higher of The Banana Zone which officially kicked off back in September. Sure we could chop sideways a bit longer here and possibly correct a little farther but both @RaoulGMI and I both feel the end of this pullback is near.during these corrective phases it is crucial to zoom out block out all the noise and focus on the big macro picture In short: patience = higher🚀🚀🚀🚀🚀" [X Link](https://x.com/tadtweets/status/1893659012543209813) 2025-02-23T13:47Z [----] followers, 17.8K engagements "👀 US @truflation plunges to 1.51% Fed rate cut odds increasing https://t.co/LO5zt2n8B7 US @truflation plunges to 1.51% Fed rate cut odds increasing https://t.co/LO5zt2n8B7" [X Link](https://x.com/tadtweets/status/1895931549939646498) 2025-03-01T20:18Z [----] followers, [----] engagements "@saylor trumps his usual Sunday morning orange dots with this retweet. $BTC $MSTR $ETH Bitcoin is the foundation of the crypto economy. https://t.co/fzfBxuafAC Bitcoin is the foundation of the crypto economy. https://t.co/fzfBxuafAC" [X Link](https://x.com/tadtweets/status/1896240246221873447) 2025-03-02T16:44Z [----] followers, [----] engagements "Exactly what I thought @alexvisram @saylors fiduciary duty to his shareholders includes obeying the law. $MSTR $BTC I wonder if @saylor purposely didn't buy any BTC so he wouldn't be accused of insider trading. Perhaps he knew about the announcement of a strategic reserve along with any announcement due today. It's certainly a strong possibility. I wonder if @saylor purposely didn't buy any BTC so he wouldn't be accused of insider trading. Perhaps he knew about the announcement of a strategic reserve along with any announcement due today. It's certainly a strong possibility" [X Link](https://x.com/tadtweets/status/1897263714694525235) 2025-03-05T12:31Z [----] followers, [----] engagements "We live in interesting times @PrestonPysh 👀. Biological computers indeed. Nothin to see here. Just a biological computer that uses real neurons harvested from stem cells to conduct more efficient computations than silicon. 😵💫 Nothin to see here. Just a biological computer that uses real neurons harvested from stem cells to conduct more efficient computations than silicon. 😵💫" [X Link](https://x.com/tadtweets/status/1897280888742011387) 2025-03-05T13:39Z [----] followers, [----] engagements "@MarkYusko has the driest and wittiest sense of humor Not to mention very smart. Definitely a follow. $BTC Probably A Fad 🧡🚀 Probably A Fad 🧡🚀" [X Link](https://x.com/tadtweets/status/1897402872612147663) 2025-03-05T21:44Z [----] followers, [---] engagements "Much more encouraging noises coming from my favorite $BTC analyst from #DownUnder. @_Checkmatey_ Fingers crossed and then good luck to bears indeed 🚀🚀🚀 I can't recall a time when Bitcoin has traded two significant sized back to back weekly hammer candles like this. If this week closes above 90k. Good luck to the bears. https://t.co/if9n6lBLhV I can't recall a time when Bitcoin has traded two significant sized back to back weekly hammer candles like this. If this week closes above 90k. Good luck to the bears. https://t.co/if9n6lBLhV" [X Link](https://x.com/tadtweets/status/1897415063222542350) 2025-03-05T22:32Z [----] followers, 14.2K engagements "@emilyxxie Stunning Emily Congratulations" [X Link](https://x.com/tadtweets/status/1897578382038040671) 2025-03-06T09:21Z [----] followers, [--] engagements "@fundstrat thinks we are bottoming: @MarkNewtonCMT is back in on crypto. Bullish 🚀🚀🚀 Video: Macro Minute: Weak Feb ADP jobs might be harbinger of a weak Fri jobs report = return of Fed Trump put via @fs_insight https://fsinsight.com/macro-strategy/macro-minute/2025/03/05/video-macro-minute-weak-feb-adp-jobs-might-be-harbinger-of-a-weak-fri-jobs/ https://fsinsight.com/macro-strategy/macro-minute/2025/03/05/video-macro-minute-weak-feb-adp-jobs-might-be-harbinger-of-a-weak-fri-jobs/" [X Link](https://x.com/tadtweets/status/1897620584042774604) 2025-03-06T12:09Z [----] followers, 26.9K engagements "For all those who have either overdosed on @saylor podcasts or who have turned bearish on $MSTR I recommend @natbrunell s interview with Simon @gerovich the founder and CEO of @Metaplanet_JP in Japan. Simon passed through America last week and I was lucky enough to spend time with him. He has a very compelling #Bitcoin $BTC story and a wonderful personal style. Metaplanet is a Bitcoin Treasury Company. Founder and CEO Simon @gerovich sat down with me for his very first podcast to discuss @Metaplanet_JP's story following @Strategy & @Saylor's playbook companies adopting Bitcoin and more." [X Link](https://x.com/tadtweets/status/1898327001854833121) 2025-03-08T10:56Z [----] followers, 44.2K engagements "Smart analyst @Jamie1Coutts becomes table-pounding bull on $BTC and $MSTR in his latest excellent report Also covers altcoins for those who invest in them. 🚀🚀🚀. Macro is first [--] mins then $MSTR Coutts Reports: New Dashboard and Market Signals https://app.realvision.com/video/coutts-reports-new-dashboard-and-market-signals https://app.realvision.com/video/coutts-reports-new-dashboard-and-market-signals" [X Link](https://x.com/tadtweets/status/1898351074832248990) 2025-03-08T12:32Z [----] followers, [----] engagements "Never hold discussions with the monkey when the organ grinder is in the room. Winston Churchill" [X Link](https://x.com/tadtweets/status/1898355182171546025) 2025-03-08T12:48Z [----] followers, 13.6K engagements "Superb interview today. Note @saylors important quantitative comparison of the various products for investors. $MSTR @Strategy @CNBC $BTC $STRK $BMAX provides retail and institutional investors with exposure to convertible bonds from companies like $MSTR $MARA and $RIOT that utilize Bitcoin as a Treasury Reserve Asset. https://t.co/Jc4SO1VZK1 $BMAX provides retail and institutional investors with exposure to convertible bonds from companies like $MSTR $MARA and $RIOT that utilize Bitcoin as a Treasury Reserve Asset. https://t.co/Jc4SO1VZK1" [X Link](https://x.com/tadtweets/status/1900615993443185109) 2025-03-14T18:32Z [----] followers, [----] engagements "Unfortunately it has begun. 👀👀👀 No one is paying what they used toIf you dont like it theres [--] people behind you theyre going to call right afterward. https://www.wsj.com/lifestyle/careers/salary-deflation-workers-new-jobs-0b2e1a1fst=2PB3DM https://www.wsj.com/lifestyle/careers/salary-deflation-workers-new-jobs-0b2e1a1fst=2PB3DM" [X Link](https://x.com/tadtweets/status/1901516971033956442) 2025-03-17T06:12Z [----] followers, [---] engagements "Educators who incorporate #AI into their teaching and assignments can successfully shift it from a tool students use without disclosure to a fully integrated guided part of their learning process. Says @sama of @OpenAI s VP education https://www.wsj.com/tech/ai/chatgpt-ai-cheating-students-97075d3cst=8unmbe https://www.wsj.com/tech/ai/chatgpt-ai-cheating-students-97075d3cst=8unmbe" [X Link](https://x.com/tadtweets/status/1901522773182455918) 2025-03-17T06:35Z [----] followers, [---] engagements "Congratulations to @JasonYanowitz and @MikeIppolito_ of @Blockworks_ for this coup and for their tremendous success at this years Digital Asset Summit in NYC @saylor @realDonaldTrump Digital assets are up and to the right 🚀🚀🚀🚀🚀 @1RTPartners @DTAPCAP NEW: President Trump and Michael Saylor to speak at a #Bitcoin and crypto conference today 👀 https://t.co/ANL9mL2kqf NEW: President Trump and Michael Saylor to speak at a #Bitcoin and crypto conference today 👀 https://t.co/ANL9mL2kqf" [X Link](https://x.com/tadtweets/status/1902665092510216526) 2025-03-20T10:14Z [----] followers, [----] engagements "Great to have @Z06Z07 join the @1RTPartners party last night at the Digital Asset Summit Grain of Salt is a magnetic party guest and a truly exceptional dinner partner. Nice to have him back in the arena as we watch @saylor and @realDonaldTrump at the Summit today. #Bitcoin $MSTR" [X Link](https://x.com/tadtweets/status/1902702456649162777) 2025-03-20T12:43Z [----] followers, [----] engagements "While we appreciate your recent ground breaking leadership in orange pilling the United States for $BTC @saylor we are thrilled to have you back in the $MSTR arena especially at these prices @Strategy #Bitcoin Needs more Orange. https://t.co/BRyWs1ey80 Needs more Orange. https://t.co/BRyWs1ey80" [X Link](https://x.com/tadtweets/status/1903824962315522403) 2025-03-23T15:03Z [----] followers, [----] engagements "@dotkrueger is right. I once was flying back to NYC from a foreign country and was sitting in the Admirals Club for American Airlines. Also there was an art collector I recognized and knew to be worth billions. I greeted him and asked what he was doing. Incredulous he replied Why I am flying home of course what about you What does a Billion dollars get you - not a better car than a Porsche [---] or a Tesla S - not a better hotel than a Four Seasons - not a better laptop than a MacBook Pro - not a better restaurant than l'ami Louis in Paris We're basically talking private jets gawdy yachts and" [X Link](https://x.com/tadtweets/status/1905048018627490212) 2025-03-27T00:03Z [----] followers, [---] engagements "My then colleagues and I sold this painting @Sothebys back in the day. @dotkrueger might like it better if he saw it in person as it is quite striking. But mostly it has magnificent narrative. Moral of the story: things are worth what we say they are; and narrative drives the price. Whats true for #Basquiat is true for #Bitcoin You could afford this. (110 million). Doesn't do anything for me. But hey to each his own. https://t.co/pZjtLhUDMQ You could afford this. (110 million). Doesn't do anything for me. But hey to each his own. https://t.co/pZjtLhUDMQ" [X Link](https://x.com/tadtweets/status/1905049635527467474) 2025-03-27T00:10Z [----] followers, [----] engagements "Just got to this one by @PrestonPysh and @Croesus_BTC Superb overview of $MSTR $STRK $BTC. Plenty of depth even for a #Bitcoin maxi. Also Jesse is working on a banger new paper that he describes near the end so dont miss that. Bullish 🚀🚀🚀 Today @Croesus_BTC & @PrestonPysh discuss MicroStrategys preferred stock offering Bitcoins rising role in corporate strategy macroeconomic shifts and more Watch it here: https://t.co/osEeCbSD7z https://t.co/70iDnnlbE1 Today @Croesus_BTC & @PrestonPysh discuss MicroStrategys preferred stock offering Bitcoins rising role in corporate strategy macroeconomic" [X Link](https://x.com/tadtweets/status/1908543796217868713) 2025-04-05T15:34Z [----] followers, 20.2K engagements "Must watch video of @APompliano interviewing @jvisserlabs sifts signal from loud noise: $BTC #Bitcoin #tariffs @federalreserve $MSTR #mag7. TLDR: strong empirical case to be bullish. 🚀🚀🚀🚀 https://youtu.be/x8jUQ0VNH_w https://youtu.be/x8jUQ0VNH_w" [X Link](https://x.com/tadtweets/status/1908880951607751044) 2025-04-06T13:54Z 14.1K followers, [----] engagements "👀 Either @saylor slept in and is running late this morning or he decided not to share his orange dot chart or $MSTR bought much less $BTC than some thought this week. Implications for $BTC versus $QQQ divergence hypotheses Maybe #Bitcoin is decoupling Bullish 🚀" [X Link](https://x.com/tadtweets/status/1908882441080561669) 2025-04-06T14:00Z [----] followers, [----] engagements "#NewProfilePic. Seemed like a better image to start another crazy week" [X Link](https://x.com/tadtweets/status/1908908085973840300) 2025-04-06T15:42Z [----] followers, [----] engagements "$BTC is rolling over now and Tokyo is still asleep. When it opens Japan should catch up (down) to US markets from Friday. But watch those credit spreads: thats where all the action will be this week. The three cars are accelerating toward the crash point on this game of chicken and the weak link is when something in the financial system breaks" [X Link](https://x.com/tadtweets/status/1908952626282049800) 2025-04-06T18:39Z [----] followers, [----] engagements "Same with this one. More evidence reckoning has begun. 👀👀 @unusual_whales If they own $BTC or $MSTR expect them to sell those too. When the margin broker calls not even you favorite office chair is beyond selling. @federalreserve needs to watch closely now. BREAKING: Hedge funds are facing Lehman-style margin calls due to the market crash triggered by President Donald Trump's tariffs per DailyMail BREAKING: Hedge funds are facing Lehman-style margin calls due to the market crash triggered by President Donald Trump's tariffs per DailyMail" [X Link](https://x.com/tadtweets/status/1908954359372939539) 2025-04-06T18:46Z [----] followers, [----] engagements "@WhalePanda Reports of margin calls by hedge funds: if true they need to sell anything at all to raise money for Monday" [X Link](https://x.com/tadtweets/status/1908954939855888659) 2025-04-06T18:48Z [----] followers, [----] engagements "Worth keeping in mind that taxes for US individuals are due in [--] trading days. Anyone concerned about their asset prices rolling over badly this week and also owing the US Govt from last years bull market has an incentive to move to cash right now to cover that liability" [X Link](https://x.com/tadtweets/status/1908964953043939514) 2025-04-06T19:28Z [----] followers, [----] engagements "Is China sending a message that it will not blink That is by selling enough treasuries to get the Oval Offices attention It's like something snapped on Friday morning. https://t.co/O56XTkJL87 It's like something snapped on Friday morning. https://t.co/O56XTkJL87" [X Link](https://x.com/tadtweets/status/1909324964127297691) 2025-04-07T19:18Z [----] followers, [----] engagements "@RaoulGMI and @BittelJulien share absolutely everything necessary to nuke the apocalyptic and false tariff narratives flying around (my own included). This is the one hour (more on @RealVision ) every investor needs to watch. Bullish 🚀🚀🚀 $BTC $QQQ #bananazone #XmasinApril In case you missed it.we break down the macro big picture the business cycle liquidity cycle sentiment historical parallels and the technicals in one video to tie it all together so you can understand what is happeing why and what is likely to happen. In case you missed it.we break down the macro big picture the business" [X Link](https://x.com/tadtweets/status/1909392809854902376) 2025-04-07T23:48Z [----] followers, [---] engagements "We interrupt our regularly scheduled programming on #tariffs $BTC #AI and the end of the world to share that @colossal has literally resurrected the Dire Wolf Now that is something to REALLY lose our minds over SOUND ON. Youre hearing the first howl of a dire wolf in over [-----] years. Meet Romulus and Remusthe worlds first de-extinct animals born on October [--] [----]. The dire wolf has been extinct for over [-----] years. These two wolves were brought back from extinction using https://t.co/wY4rdOVFRH SOUND ON. Youre hearing the first howl of a dire wolf in over [-----] years. Meet Romulus and" [X Link](https://x.com/tadtweets/status/1909411932106363266) 2025-04-08T01:04Z [----] followers, [----] engagements "One other thing worth noting today is the precipitous drop in $MSTR $TSLA and $PLTR at the end of the trading day. In the case of $MSTR for example the shares fell six times more than $IBIT did today. While I agree volatility is vitality that performance difference is a $BTC decoupling long predicted by $MSTR bears. I am reminded of something a very smart market observer told me not long ago: viz. he thinks the trading at the close of business on stocks with dedicated leveraged ETFs may be heavily influenced by orders from the leveraged ETFs themselves who need to true up their order books" [X Link](https://x.com/tadtweets/status/1909736218444636645) 2025-04-08T22:32Z [----] followers, [----] engagements "👀👀👀 A massive shift is underway. https://t.co/JTQaG2z54R A massive shift is underway. https://t.co/JTQaG2z54R" [X Link](https://x.com/tadtweets/status/1909991284481175564) 2025-04-09T15:26Z [----] followers, [----] engagements "In times of uncertainty Meditations are critical. #Bitcoin $BTC" [X Link](https://x.com/tadtweets/status/1910456574608642150) 2025-04-10T22:15Z [----] followers, [----] engagements "My dear friend @DariusAryaDigs and I were walking back from dinner and he pointed to a bus stop and said thats where Julius Caesar was stabbed. No joke And he meant it. Darius is the GOAT Give him a follow" [X Link](https://x.com/tadtweets/status/1910535648886272070) 2025-04-11T03:29Z [----] followers, [----] engagements "Hmmm USD is falling because Japan is selling US Treasuries. Which makes the Yen rise in relation to the Chinese Yuan. So China has room to reinflate its economy. US Treasuries spiking as Japan sells but @federalreserve stands ready to deal with that problem by buying them if necessary. And inflation plunging. This sounds EXACTLY like what @RaoulGMI and @BittelJulien have been assuring us would happen for months despite how crazy it sounded If true this is the greatest macro call ever. $BTC 🚀 #bananazone 🍌" [X Link](https://x.com/tadtweets/status/1910600001828323573) 2025-04-11T07:45Z [----] followers, 89.7K engagements "Wow Spring has finally sprung in Switzerland as recently cautious @stackhodler has turned very bullish on $BTC Says both @realDonaldTrump and @federalreserve blinked and this last week will look like a generational buying opportunity by this fall.🔥🔥🚀🚀 We just experienced the most chaotic week in markets since [----]. Pure carnage across all asset classes. And Bitcoin bottomed at $75K. A price that many of us were dreaming of just [--] years ago during the covid panic. Now we're back at $85K as both the Fed and Trump have made it https://t.co/Vy0Zot7pKH We just experienced the most chaotic week" [X Link](https://x.com/tadtweets/status/1911325520123265379) 2025-04-13T07:48Z [----] followers, [----] engagements "Great to spend a recent afternoon with my friend and world class scholar of all things Rome and Roman @DariusAryaDigs Art lovers will find a trove of Renaissance greats in the palace plus a stunning garden. Palazzo Colonna open to the public every weekend https://t.co/NZPqUaqbCg Palazzo Colonna open to the public every weekend https://t.co/NZPqUaqbCg" [X Link](https://x.com/tadtweets/status/1911365094413345006) 2025-04-13T10:25Z [----] followers, [----] engagements "Incredible Sunday update from @jvisserlabs on all things #macro #tariffs #ai #bitcoin $BTC. Markets will be very tricky but Fed and Trump puts solidly in place and we are going higher. Bullish for $BTC 🚀🚀🚀🔥🔥 🌍 Its the end of the world as we know it. 📉 The basis trade blew up. 💥 Treasuries lost safe haven status. 🚫 Bond Put = Stock Put 🤖 AI rises. Bitcoin ascends. 📈 Bond Volatility is the new normal. 🎥 Watch here: https://t.co/YDibQ5wwLH https://t.co/m2SXd9i9dH 🌍 Its the end of the world as we know it. 📉 The basis trade blew up. 💥 Treasuries lost safe haven status. 🚫 Bond Put =" [X Link](https://x.com/tadtweets/status/1911424710459408537) 2025-04-13T14:22Z 10.6K followers, [----] engagements "Incredible Sunday update from @jvisserlabs on all things #macro #tariffs #ai #bitcoin $BTC. Markets will be very tricky but Fed and Trump puts solidly in place and we are going higher. Bullish for $BTC 🚀🚀🚀🔥🔥 🌍 Its the end of the world as we know it. 📉 The basis trade blew up. 💥 Treasuries lost safe haven status. 🚫 Bond Put = Stock Put 🤖 AI rises. Bitcoin ascends. 📈 Bond Volatility is the new normal. 🎥 Watch here: https://t.co/YDibQ5wwLH https://t.co/m2SXd9i9dH 🌍 Its the end of the world as we know it. 📉 The basis trade blew up. 💥 Treasuries lost safe haven status. 🚫 Bond Put =" [X Link](https://x.com/tadtweets/status/1911477825921757311) 2025-04-13T17:53Z 10.6K followers, [----] engagements "Interesting comments by former Treasury Secretary and Fed Chair Janet Yellen just now on whether Chinese or Japanese are likely sellers of US Treasuries. Her reply: China is unlikely; no mention of Japan. Oversight @andrewrsorkin @CNBC 👀" [X Link](https://x.com/tadtweets/status/1911752548089749812) 2025-04-14T12:05Z [----] followers, [----] engagements "Yesterday I listened to and shared the @dgt10011 interview with @saylor of @Strategy. Then heard from @penny_ether who shared his below analysis. Recall that I quoted @saylor as saying that his balance sheet is productive just as it is viz. without doing anything complicated such as to generate fiat yield. Well folks if the attached analysis and math are correct and btw I had Grok review and confirm them as sound before this post then longterm shareholders in $MSTR may need for (1) @saylor to change his mind about using his balance sheet assets productively; (2) @penny_ether to be wrong; (3)" [X Link](https://x.com/tadtweets/status/1914046559982964753) 2025-04-20T20:00Z [----] followers, 30.1K engagements "And in the category of really smart #macro and #crypto $BTC writers to follow here is my @1RTPartners @10TFund partner and founder @DTAPCAP This data is just a debacle. Fed asleep at wheel again. Need monetary ease with lower rates and or lower usd to offset what is likely the largest fiscal tightening on record. Expectation of monetary liquidity driving gold of course and now bitcoin and next the DAE. 🚀 🚀 https://t.co/RRwk1mvz4V This data is just a debacle. Fed asleep at wheel again. Need monetary ease with lower rates and or lower usd to offset what is likely the largest fiscal tightening" [X Link](https://x.com/tadtweets/status/1914854465905070113) 2025-04-23T01:30Z [----] followers, [----] engagements "What would you say or do to avoid having to follow this guys opening speech at the superb @BitwiseInvest conference on #Bitcoin in NYC @saylor @Strategy $MSTR $BTC I will start:👇" [X Link](https://x.com/tadtweets/status/1915596667950104872) 2025-04-25T02:40Z [----] followers, [----] engagements "Great substack dropped by @crossbordercap s Michael Howell this morning. TLDR: 1) pace of monetary inflation represents true hurdle rate for investors not Fed policy rate; 2) monetary inflation rate has been 10.1% CAGR since [----] (hmmm where did we hear that number before @TimKotzman ); 3) #Bitcoin is highly sensitive to global liquidity with beta over last [--] months of 6x. More great stuff here but sorry folks you will need to subscribe (as I do). Bullish $BTC 🚀🚀 👇" [X Link](https://x.com/tadtweets/status/1916485465105985934) 2025-04-27T13:31Z [----] followers, [---] engagements "👀👀👀. Warning everyone @_Checkmatey_ has now gone full on 🐂 joining @jvisserlabs and @RaoulGMI with @BittelJulien NFA but this is not the kind of $BTC set up that I would try to short. Very Bullish 🚀🚀🚀🚀🔥🔥🔥#dftu #bananazone You love to see it.👇 Disbelief Squeeze. You love to see it. My latest Bitcoin market update should be hitting @_checkonchain subscriber inboxes. Link 👇 https://t.co/Cu3DqqHS0x Disbelief Squeeze. You love to see it. My latest Bitcoin market update should be hitting @_checkonchain subscriber inboxes. Link 👇 https://t.co/Cu3DqqHS0x" [X Link](https://x.com/tadtweets/status/1918233790100717706) 2025-05-02T09:19Z 11.4K followers, [----] engagements "@dgt10011 drops a banger must read piece on a Friday night for any current or prospective $MSTR or $SMLR or other $BTC treasury company investors. @MSTRTrueNorth @Strategy @saylor 1/ A thread for those serious about understanding real BTC exposure🧵 🚨 Why BTC per Share is a nuanced metric ⚠ How Bitcoin Yield could be misunderstood 🔥 And how to evaluate BTC-exposed stocks like $MSTR and $SMLR using a new metric Volatility Per BTC Share (VPBS) 1/ A thread for those serious about understanding real BTC exposure🧵 🚨 Why BTC per Share is a nuanced metric ⚠ How Bitcoin Yield could be" [X Link](https://x.com/tadtweets/status/1918482605189615791) 2025-05-03T01:47Z [----] followers, [----] engagements "I realize the @Strategy earnings call was an unprecedented two hours() but it was also a master class on the emerging architecture of finance in a #Bitcoin world. Everyone benefits from listening to the entire call no matter how familiar with the company. I once heard it said that @saylor has a 15% chance of becoming the wealthiest person in the world; based on this earnings call that number is up to 25%. $MSTR $BTC Join our livestream for a discussion of Q1 financial results including a review of $MSTR $STRK $STRF and Convertible performance; a tutorial on our BTC metrics models and methods;" [X Link](https://x.com/tadtweets/status/1918787644508541194) 2025-05-03T21:59Z [----] followers, 23K engagements "Several asked for a summary of the @Strategy $MSTR earnings call especially as it was technical and required math to follow. I enlisted chatGPT Deep Research to summarize [--] key takeaways and of course no financial advice TLDR:👇" [X Link](https://x.com/tadtweets/status/1919027272784187876) 2025-05-04T13:52Z [----] followers, 39.6K engagements "3) Management asserts that intelligent capital structuring when done above NAV can outperform $BTC ownership over time👇" [X Link](https://x.com/tadtweets/status/1919027280514351543) 2025-05-04T13:52Z [----] followers, [----] engagements "4) All equity issuance is executed when the stock trades at a premium to the companys $BTC net asset value supporting existing shareholders👇" [X Link](https://x.com/tadtweets/status/1919027282254962763) 2025-05-04T13:52Z [----] followers, [----] engagements "5) Strike (8% convertible preferred) and strife (10% perpetual preferred) offer fixed returns without diluting common equity holders. (How the convertible preferred is unlikely to dilute common shareholders is technical and best reviewed in the earnings call itself.)👇" [X Link](https://x.com/tadtweets/status/1919027283962048540) 2025-05-04T13:52Z [----] followers, [----] engagements "10) The core focus remains on increasing $BTC per share over time while retaining prudent capital allocation👇" [X Link](https://x.com/tadtweets/status/1919027292312867017) 2025-05-04T13:52Z [----] followers, [----] engagements "11) Under its expanded 42-42 capital plan @Strategy has already raised $20.9 Billion in equity and $6.4 Billion in fixed income competing 32% of its $84 Billion by early 2025👇" [X Link](https://x.com/tadtweets/status/1919027294212849754) 2025-05-04T13:52Z [----] followers, [----] engagements "13) All $BTC holdings are unencumbered none has been pledged loaned out or used as collateral preserving balance sheet strength. 👇" [X Link](https://x.com/tadtweets/status/1919027297706750360) 2025-05-04T13:52Z [----] followers, [----] engagements "14) The company created its own $BTC based credit risk framework to evaluate its instruments more accurately than traditional models allow👇" [X Link](https://x.com/tadtweets/status/1919027299455750455) 2025-05-04T13:52Z [----] followers, [----] engagements "👀👀👀👀 good question @IIICapital Traditional finance minds obsess over cash flow cash flow cash flow but never stop to ask what is cash Traditional finance minds obsess over cash flow cash flow cash flow but never stop to ask what is cash" [X Link](https://x.com/tadtweets/status/1919033057455030455) 2025-05-04T14:15Z [----] followers, [----] engagements "The Oracle of Omaha just said the quiet part out loud (monetary debasement from bad fiscal policy is what worries him). 👀👀👀 $BTC NEW: Warren Buffett just exposed the truth about money and makes the case for Bitcoin at the Berkshire Hathaway annual meeting. "Fiscal policy is what scares me in the U.S." The natural course of government is to make the currency worth less over time. "They devalue it at https://t.co/39DdeDxdux NEW: Warren Buffett just exposed the truth about money and makes the case for Bitcoin at the Berkshire Hathaway annual meeting. "Fiscal policy is what scares me in the" [X Link](https://x.com/tadtweets/status/1919128059581546913) 2025-05-04T20:32Z [----] followers, [----] engagements "The @MSTRTrueNorth team goes global in Florida at @Strategy s conference. Hard to believe these kid analysts pulled off a conference with a room full of people from all over the world but they sure did. Congratulations to all of them. @PunterJeff @MasonFoard @Adrian_R_Morris @BenWerkman @hillery_dan @Z06Z07 @nithusezni @TimKotzman" [X Link](https://x.com/tadtweets/status/1919476431723401703) 2025-05-05T19:36Z [----] followers, 25.8K engagements "Tonight at @Strategy s conference I had the opportunity to meet CFO Andrew Kang. Of course I complimented him on $MSTR s recent earnings call and he impressed me further with his sharp mind clarity of strategic focus and deep experience. Great to see a strong team here and special thanks to @ejuline for his indispensable advocacy role" [X Link](https://x.com/tadtweets/status/1919576319756525981) 2025-05-06T02:13Z [----] followers, [----] engagements "Great to visit @TurkeyBeaver for lunch. I could not stay long because he was VERY busy @SpaceX yesterday (as I saw from my hotel room balcony later that evening along with the @MSTRTrueNorth gang attending the @Strategy conference in Orlando). 🚀🚀🚀" [X Link](https://x.com/tadtweets/status/1920059598091747729) 2025-05-07T10:14Z [----] followers, [----] engagements "Coinbase Global agrees to acquire Deribit the worlds biggest trading platform for bitcoin and ether options for roughly $2.9 billion https://www.wsj.com/finance/currencies/coinbase-strikes-2-9-billion-deal-for-major-crypto-options-platform-a87ca4b3st=UNEtEX https://www.wsj.com/finance/currencies/coinbase-strikes-2-9-billion-deal-for-major-crypto-options-platform-a87ca4b3st=UNEtEX" [X Link](https://x.com/tadtweets/status/1920497999840465295) 2025-05-08T15:16Z [----] followers, [----] engagements "On my mind this morning 1) ETFs proliferating that acquire $BTC 2) companies popping up everywhere to issue fixed income securities or their shares to acquire $BTC 3) more sovereign entities acquiring stakes in these companies or in ETFs that acquire $BTC 4) more ETFs acquiring companies that issue fixed income securities or their shares to acquire $BTC 5) multiplying derivatives traders selling the volatility of companies who acquire $BTC 6) more voices extolling the virtues of and the differentiation among the companies acquiring $BTC 7) underpinning all is $BTC a finite asset Based on" [X Link](https://x.com/tadtweets/status/1922237276009992540) 2025-05-13T10:27Z 10.1K followers, 64.8K engagements "Jordi does another great podcast yesterday with Pomp and it is aptly named: If you Miss this Bitcoin Run Dont Say You Werent Told @jvisserlabs @APompliano Bullish 🔥🔥🔥🔥 $BTC 🚀🚀🚀🚀 As people continue get distracted by tariffs and soft vs hard data AI is driving the economy and stock markets. On this week's video Pomp and I cover it in detail. If You Miss This Bitcoin Run Dont Say You Werent Told https://t.co/wvYuXnGGzd via @YouTube Podcast: As people continue get distracted by tariffs and soft vs hard data AI is driving the economy and stock markets. On this week's video Pomp and I cover" [X Link](https://x.com/tadtweets/status/1923842727889842538) 2025-05-17T20:47Z [----] followers, [----] engagements "Good fact-based post here from @ryQuant @Strategy $MSTR $IBIT $MSTR priced in $IBIT Review -MSTR up 215% since BTC ETF Launch -Current level above March [----] high -Nonlinear up moves followed by a range To suggest that @Strategy's execution (including ATM activity) has been disappointing is to be divorced from reality. https://t.co/AIUjPZlImP $MSTR priced in $IBIT Review -MSTR up 215% since BTC ETF Launch -Current level above March [----] high -Nonlinear up moves followed by a range To suggest that @Strategy's execution (including ATM activity) has been disappointing is to be divorced from" [X Link](https://x.com/tadtweets/status/1925631057879093326) 2025-05-22T19:13Z [----] followers, [----] engagements "Deep analysis of @Strategy by @matthew_sigel and @Patrick_Bush_VE of @vaneck_us TLDR: this one describes speculative opportunities but the full range of risks for investors in $MSTR $STRK $STRV are nuanced and definitely not for everyone. Very timely measured. Not bullish. 👀👇 MSTRs NAV Premium is a Crypto Reactor that powers MSTR. The Premium fuels equity value through a recursive loop where volatility and Bitcoin exposure attract investor capital enabling further BTC accumulation that amplifies the Premium. Our take on the durability MSTRs NAV Premium is a Crypto Reactor that powers MSTR." [X Link](https://x.com/tadtweets/status/1925965332985806965) 2025-05-23T17:21Z 13.8K followers, [----] engagements "With the many on X and podcasts covering $BTC $IBIT $MSTR $STRK it might be helpful to create an automated shareholder return dashboard to save me and others from doing this manually (maybe @Strategy could add it to its already excellent dashboard Or @MSTRTrueNorth could calculate and present it weekly). Note that $STRK below excludes dividend payments so that would need to be corrected. I recall that @saylor and @digitalphong have in the past said they aim for a 2x return to common shareholders versus $BTC but I dont recall a specific time frame over which to measure that; nor do I" [X Link](https://x.com/tadtweets/status/1926263844621492728) 2025-05-24T13:07Z [----] followers, [---] engagements "With the many on X and podcasts covering $BTC $IBIT $MSTR $STRK it might be helpful to create an automated shareholder return dashboard to save me and others from doing this manually (maybe @Strategy could add it to its already excellent dashboard Or @MSTRTrueNorth could calculate and present it weekly). Note that $STRK below excludes dividend payments so that would need to be corrected. I recall that @saylor and @digitalphong have in the past said they aim for a 2x return to common shareholders versus $BTC but I dont recall a specific time frame over which to measure that; nor do I" [X Link](https://x.com/tadtweets/status/1926264021973364855) 2025-05-24T13:08Z [----] followers, [---] engagements "With the many on X and podcasts covering $BTC $IBIT $MSTR $STRK it might be helpful to create an automated shareholder return dashboard to save me and others from doing this manually (maybe @Strategy could add it to its already excellent dashboard Or @MSTRTrueNorth could calculate and present it weekly). Note that $STRK below excludes dividend payments so that would need to be corrected. I recall that @saylor and @digitalphong have in the past said they aim for a 2x return to common shareholders versus $BTC but I dont recall a specific time frame over which to measure that; nor do I" [X Link](https://x.com/tadtweets/status/1926264047655092248) 2025-05-24T13:08Z 10K followers, 22.3K engagements "Jordi doesnt take the holiday weekend off for a second in this superb video. On $BTC @jvisserlabs is more bullish even than @Glad_trades or @MSTRTrueNorth U will be [--]. Watch Will a Bond Collapse Crash Equities and Send Bitcoin Soaring via @YouTube https://youtu.be/4TROpoMYjxsfeature=shared https://youtu.be/4TROpoMYjxsfeature=shared" [X Link](https://x.com/tadtweets/status/1926643871443771619) 2025-05-25T14:17Z 10K followers, [----] engagements "It was great to meet up with @huuep and @amandaterry on a quick trip to NYC. Key things on our mind were what creates value in digital art work. Obviously appearance scarcity and narrative drive price but the question on my mind is whether art can be built on an underlying digital store of value in a way that is akin to painting on a digital canvas. The analogy is to Casascius coins. $BTC I think the OCM community has a vital role to play in the future of digital art. Meeting to discuss how to grow Art on Bitcoin with OCM community member and former CEO of Sothebys Tad Smith 🔥" [X Link](https://x.com/tadtweets/status/1931106302786420943) 2025-06-06T21:49Z 10.1K followers, 20.1K engagements "Fresh off @saylors banger interview with @jordanbpeterson and approaching the half-year mark I wonder how $MSTR is performing versus $IBIT $IBIT YTD return is 17.4% $MSTR YTD return is 35% or 2x May weakness of $MSTR (Latest month is -6% vs +6% $IBIT) aside @Strategy is delivering on promises" [X Link](https://x.com/tadtweets/status/1932789479846105386) 2025-06-11T13:18Z 10.2K followers, [----] engagements "Great to spend time with @TimKotzman talking about treasury company strategies. I mention (of course) $MSTR $MTPLF and surprisingly to $BTC maxis $SBET and $ETH. @tadtweets on The Bitcoin Treasuries Podcast ⚡ Tad Smith @tadtweets on The Bitcoin Treasuries Podcast ⚡ Tad Smith" [X Link](https://x.com/tadtweets/status/1933594623341113696) 2025-06-13T18:37Z 10.1K followers, [----] engagements "This [--] minutes by @jvisserlabs dropped this morning and was a mind-bending update on #AI and $BTC and #crypto. True signal and alpha here. Happy Fathers Day Will the Israel-Iran Conflict Crash Markets Or Will AI Keep the Bull Al. via @YouTube https://youtu.be/5ee25twfIUUfeature=shared https://youtu.be/5ee25twfIUUfeature=shared" [X Link](https://x.com/tadtweets/status/1934266337137733845) 2025-06-15T15:06Z 10.1K followers, [----] engagements "On a 5-day and one month basis $MSTR has underperformed $BTC. It slightly edges out $IBIT over three months but $MSTR is solidly twice the $IBIT returns on a YTD and one-year basis. Despite recent chop (well predicted by you @JoshMandell6) @Strategy is delivering the goods. So I have stated that I believe the second half of June will deliver us yet another green monthly candle (so far so good . see chart . yes that's @saylor). If true $MSTR can clear the earnings hurdle and when the market starts to sniff that out the last days of this https://t.co/drcbevXn9y So I have stated that I believe" [X Link](https://x.com/tadtweets/status/1934713764261318886) 2025-06-16T20:44Z 10.2K followers, [----] engagements "I still believe that the mNAV compression at $MSTR whether resulting from narrative fatigue or volatility bleeding out into other securities/BTCs or the force of gravity and large numbers will nudge @saylor and @digitalphong to innovate again with respect to the $BTC horde on @Strategy s balance sheet. They have already pivoted and improvised numerous times to bring us to current success. If the multiplying preferreds dont rev up $MSTR s implied volatility and the shares dont perform at 2x $IBIT then look for this smart management to pivot again and deploy their $BTC in ways other than by" [X Link](https://x.com/tadtweets/status/1935471597927759952) 2025-06-18T22:56Z 10.2K followers, [----] engagements "@ethereumJoseph is very smart and probably correct here but one of the best aspects of your report @VivekVentures was that it created a coherent narrative for how and why $ETH deserves a second look as having value as a form of digital capital: not so much in competition with $BTC; rather as a complement to it. Now reasonable people can disagree on that point but what is absolutely clear to me is that the narrative building around $ETH has been a tiny fraction of the sheer brilliance from the $BTC maxis. In other words the last thing your report needed was a fuzzy appeal to human values to" [X Link](https://x.com/tadtweets/status/1935669759212720248) 2025-06-19T12:03Z 10.2K followers, [---] engagements "Thoughtful post by @stonychambers for $IBIT $BTC and $MSTR investors. Explains why implied volatility is falling across the board and how to respond. TLDR: expect long periods of very boring price action punctuated by explosive moves (mostly up). Patience required here. $BTC and $MSTR volatility is really messed up right now. Some trade thoughts🧵 I'll try to keep this short but this really ought to be a very long essay or video. Maybe one coming soon. TLDR - upside vol is getting very cheap because of systemic call selling on Bitcoin ( $IBIT $BTC and $MSTR volatility is really messed up" [X Link](https://x.com/tadtweets/status/1935948392779464719) 2025-06-20T06:30Z 10.2K followers, [----] engagements "This podcast (in the thread 👇) is superb. [--] mins in @_Checkmatey_ gives one of the most insightful views of @Strategy that I have heard. Bullish $MSTR and $BTC. @digitalphong @saylor As both speakers are from Down Under expect lots of conjugated F-bombs. 😂🔥🔥🔥🔥@seanclarke911 G'day mates Omega-grade podcast ripped with my mate @seanclarke911 on market manipulation. Two Aussie Bitcoiners in their natural habitat G'day mates Omega-grade podcast ripped with my mate @seanclarke911 on market manipulation. Two Aussie Bitcoiners in their natural habitat" [X Link](https://x.com/tadtweets/status/1937254553197396230) 2025-06-23T21:00Z 10.2K followers, [----] engagements "Congrats to @_pgauthier and the talented @Ledger team on this very innovative new marketing strategy Bullish🔥🔥🔥 San Antonio Spurs Partner with Digital Asset Security Leader Ledger in New Global Jersey Patch Deal San Antonio Spurs https://spurs.com/news/san-antonio-spurs-partner-with-digital-asset-security-leader-ledger-in-new-global-jersey-patch-deal https://spurs.com/news/san-antonio-spurs-partner-with-digital-asset-security-leader-ledger-in-new-global-jersey-patch-deal" [X Link](https://x.com/tadtweets/status/1937649965146214510) 2025-06-24T23:12Z 10.2K followers, [----] engagements "Nothing like a green candle on $MSTR to pay for Pennys new haircut Thank you @saylor and @digitalphong for doing the hard work so shareholders dont have to @Strategy 🔥🚀" [X Link](https://x.com/tadtweets/status/1937938786748665903) 2025-06-25T18:19Z 10.2K followers, [----] engagements "Some suggest that borrowing against your $BTC to buy a house is a good idea. Others argue that borrowing against your house to buy $BTC is a better one. 👀👀🔥🔥 After significant studying and in keeping with President Trumps vision to make the United States the crypto capital of the world today I ordered the Great Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset for a mortgage. SO ORDERED https://t.co/Tg9ReJQXC3 After significant studying and in keeping with President Trumps vision to make the United States the crypto capital of the world today I" [X Link](https://x.com/tadtweets/status/1938001348751925712) 2025-06-25T22:28Z 10.2K followers, 14.3K engagements "Family reunions are a wonderful chance to learn how the young are thinking especially the college educated smart ones and I was surprised at how controversial my own view with them was Here is what I argued: 1/ In [----] the U.S. abandoned the gold standard. The dollar became untethered from value. Ever since the money supply has grown exponentiallyand so has inequality. 2/ When the Fed prints the rich win. Why Because they own the assets that inflate: Stocks Real estate Private equity Art Everyone else gets wages debt and rent. 3/ Youre not falling behind because youre lazy. Youre falling" [X Link](https://x.com/tadtweets/status/1938817690732245475) 2025-06-28T04:32Z 10.2K followers, 12.1K engagements "Spent the holiday weekend orange-pilling my extended family on $BTC. Here are the main messages that seemed to make the most progress 👇 Youre not crazy. Your dollars buy less. Assets are harder to reach. Your balanced portfolio underperforms reality. CPI is the wrong measure. Youre being diluted by design. Since [----] M2 has grown 7.1% annually. But total system liquidityincluding QE bank reserves Treasury flows and shadow credithas expanded closer to 911% annually since [----]. Most of that money flows into assetshousing stocks college tuition healthcarenot into groceries. CPI barely registers" [X Link](https://x.com/tadtweets/status/1941793373200711912) 2025-07-06T09:36Z 10.5K followers, 25K engagements "$14 billion Is that all😂 $MSTR @Strategy @saylor @digitalphong $BTC 🚀 $MSTR Reports $14 Billion in Total Bitcoin Fair Value Appreciation in Q2 [----] https://t.co/DVxLsZTvEN $MSTR Reports $14 Billion in Total Bitcoin Fair Value Appreciation in Q2 [----] https://t.co/DVxLsZTvEN" [X Link](https://x.com/tadtweets/status/1942193878255153479) 2025-07-07T12:07Z 10.3K followers, [----] engagements "@Strategy is firing on all cylinders and these guys are total pros. Great investor presentation Bullish 🔥🔥🔥🚀🚀🚀 $MSTR @saylor @digitalphong Strategy Announces $4.2 Billion $STRD At-The-Market Program. https://t.co/aeHiXEhFkK Strategy Announces $4.2 Billion $STRD At-The-Market Program. https://t.co/aeHiXEhFkK" [X Link](https://x.com/tadtweets/status/1942218174092476518) 2025-07-07T13:44Z 10.3K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@tadtweets Tad Smith
Tad Smith, the CEO of Sotheby's, recently expressed enthusiasm for digital art, as the company continues to explore and invest in the space. He is not alone, as other art and tech leaders, such as Michael Saylor, are also bullish on digital art and its potential for innovation and growth. Digital art is gaining recognition, but its relatively short history has sparked contentious debates about its value and legitimacy.
Engagements: [------] #
- [--] Week [------] -82%
- [--] Month [-------] +774%
- [--] Months [---------] +34%
- [--] Year [---------] +260%
Mentions: [--] #
- [--] Month [--] +75%
- [--] Months [---] +1.60%
- [--] Year [---] +103%
Followers: [-------] #
- [--] Week [------] +2%
- [--] Month [------] +3%
- [--] Months [------] +41%
- [--] Year [------] +119%
CreatorRank: [-------] #
Social Influence
Social category influence cryptocurrencies #2775 stocks finance technology brands countries social networks automotive brands nfts travel destinations currencies
Social topic influence bitcoin, $btc, $mstr #26, mstr, saylor, money, ai, $ibit, $strc #4, $strk
Top accounts mentioned or mentioned by @saylor @strategy @microstrategy @raoulgmi @sothebys @christiesinc @jvisserlabs @digitalphong @checkmatey @doodles @dotkrueger @huuep @youtube @nyustern @stackhodler @mstrtruenorth @burnttoast @prestonpysh @bitteljulien @federalreserve
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) iShares BTC Trust (IBIT) Strike (STRK) Doodles (doodles) Tesla, Inc. (TSLA) SPDR GOLD ETF (GLD) Metaplanet Inc. (MTPLF) Reserve (RSV) Ethereum (ETH) Semler Scientific, Inc. (SMLR)
Top Social Posts
Top posts by engagements in the last [--] hours
"The $MSTR performance of @strategy has been absolutely horrible recently Time to close out my position. Someone convince me I am wrong please 😂👀 👇 [--] Year performance: $IBiT 90% $MSTR 213% 🫡 YTD: $IBIT 15% $MSTR 38%. 🫡 3-month: $IBIT 38% $MSTR 50%. 🫡 1-month $IBIT 3% $MSTR 7%. 🫡 5-days: $IBIT 0.1%. 🫡 $MSTR -1.0% https://twitter.com/i/web/status/1942295378856141054 https://twitter.com/i/web/status/1942295378856141054"
X Link 2025-07-07T18:51Z 17.1K followers, 23.2K engagements
"@saylor As I mentioned when I saw you in the hotel bar later that evening Michael it was absolutely one of your best ones. By the way- the MSTR earnings call with the new KPI of BTC yield and the multi year yield guidance were also very good and helpful"
X Link 2024-08-02T20:47Z [----] followers, [---] engagements
"A New Look at Corporate Treasury Strategy https://www.lynalden.com/a-new-look-at-corporate-treasury-strategy/ https://www.lynalden.com/a-new-look-at-corporate-treasury-strategy/"
X Link 2024-08-06T17:06Z [----] followers, [--] engagements
"Welcome BANANA ZONE https://www.sothebys.com/en/articles/sothebys-to-offer-maurizio-cattelans-comedian https://www.sothebys.com/en/articles/sothebys-to-offer-maurizio-cattelans-comedian"
X Link 2024-10-27T01:38Z 14K followers, [----] engagements
"I have taught finance for more than two decades to prospective MBAs at @NYUStern. All any of them needed to learn is what @saylor has been doing at #MSTR Truly a master class in finance "What MicroStrategy does is: Were scraping or stepping down the volatility and were stepping down the performance. Now you would think: Why would you want 10% returns instead of 50% Why would you want that Well MicroStrategys gotten 50% every year for the past [--] years "What MicroStrategy does is: Were scraping or stepping down the volatility and were stepping down the performance. Now you would think: Why"
X Link 2024-10-27T01:53Z 14K followers, 24.9K engagements
"Question on my mind: what are the rules for a company issuer on selling securities pursuant to an ATM in the period immediately preceding the earnings call (and presumably in possession of material non public information I suspect it is prohibited and there is a quiet period. If so then we must consider that #MicroStrategy has not been selling its own shares for some time. And if that is true then it is possible the recent stock price run up and mNAV expansion has been aided because the obvious seller viz. #MSTR itself has been out of the market. If any of this is true then it is worth noting"
X Link 2024-10-29T14:59Z 14K followers, [----] engagements
"We will know more after #MSTR earnings call this evening but I must imagine @saylor is watching this rapidly growing ETF activity combined with recent #BTC price action and it will motivate him to move more quickly and boldly than otherwise before price really starts to go parabolic and FOMO sets in. Arguably insider FOMO is already setting in; but outsiders and tradfi still see a languid melt up if they are paying attention at all. (Google searches suggest they are not paying attention.) Bottom line: MSTR may feel it needs to scramble from here. #reflexivity As @AP_Abacus would say"
X Link 2024-10-30T12:01Z 14K followers, [----] engagements
"How psyched am I to hear @GaryLevox with friends in Florida this Saturday night One of the greatest vocalists alive and I am listening to him and his incredible band right now on a flight across the pond. @rascalflatts"
X Link 2024-11-04T19:57Z [----] followers, [--] engagements
"It was a pretty remarkable earnings call. $MSTR @saylor The most dazzling earnings call performance Ive ever seen of a public company - Tad Smith on @Saylor If you havent watched the $MSTR 3rd Quarter Earnings call let former CEO of Sothebys tell you why you should https://t.co/W66AzzNU1F The most dazzling earnings call performance Ive ever seen of a public company - Tad Smith on @Saylor If you havent watched the $MSTR 3rd Quarter Earnings call let former CEO of Sothebys tell you why you should https://t.co/W66AzzNU1F"
X Link 2024-11-08T03:39Z [----] followers, 10K engagements
"I always have been a very slow learner @coryklippsten Sotheby's CEO went down the rabbit hole at [--] now fully orange pilled at [--]. Ignore Bitcoin at your peril https://t.co/Vf3BwC18n4 Sotheby's CEO went down the rabbit hole at [--] now fully orange pilled at [--]. Ignore Bitcoin at your peril https://t.co/Vf3BwC18n4"
X Link 2024-11-08T04:18Z [----] followers, 61.2K engagements
"Another lesson in the value of money for me to share. I put a deposit down on a painting over the summer. Why didnt I just buy it outright Because I would have to sell some $MSTR shares to pay for it and I told my art advisor that if I could wait a few months the share price would probably rip and the painting would in effect be cheaper. Sure enough: #BTC pumped @saylor did his thing and I paid for the painting with the same number of dollars BUT by selling far fewer shares of $MSTR and their implied number of #BTC. A real life case of #BTC beginning to demonetize other assets (at least via"
X Link 2024-11-08T05:30Z [----] followers, 14.9K engagements
"We interrupt our usual programming to share an interview with a smart inspiring young entrepreneur. If you missed it yesterday @shayne_coplan will start your Friday off with a sense of optimism for our future. Great @SquawkCNBC interview with CEO of @Polymarket by @BeckyQuick @JoeSquawk @andrewrsorkin I went on CNBC's Squawk Box this morning to talk about how Polymarket called the election. Here's the full interview: https://t.co/d0Cg2aIRhO I went on CNBC's Squawk Box this morning to talk about how Polymarket called the election. Here's the full interview: https://t.co/d0Cg2aIRhO"
X Link 2024-11-08T10:20Z [----] followers, [----] engagements
"Yes. I now think long and hard about spending money on any asset other than those that are or are highly correlated with #Bitcoin and the digital asset revolution underway. Real estate fine art fine wines and gold while wonderful real assets in their own right are no longer the apex stores of value for me that they used to be. So now when I spend money on fine art or anything the great auction houses do such a good job selling I think of it as a lifestyle expense rather than an asset expenditure. Just one guys opinion. But I still love art @tadtweets Has having an understanding of bitcoin"
X Link 2024-11-10T12:45Z [----] followers, 31.3K engagements
"Somebody is up early on Sunday driving his investor relations team mad @saylor I think https://t.co/meaZhpFNq9 needs more green dots. https://t.co/faeNCKAvNQ I think https://t.co/meaZhpFNq9 needs more green dots. https://t.co/faeNCKAvNQ"
X Link 2024-11-10T12:50Z [----] followers, 17.5K engagements
"Several points on this one and thanks for all the feedback First I am not fading art in any way shape or form. Art gives beauty and purpose to life and I love it. Second assets that may be highly correlated with #Bitcoin and the digital revolution underway include #ordinals #NFT #generativeart and the like. Third my comment was really about how the value of those traditional real world assets (real estate fine art fine wine gold etc.) is changing IN RELATION TO BITCOIN and similarly correlated digital assets; NOT in relation to the dollar. I do believe all of those assets will continue to"
X Link 2024-11-10T16:51Z [----] followers, [----] engagements
"Thats a very interesting way to think about it. @hodlerforlife @saylor and/or @RaoulGMI has a chart that suggests the only investable assets that grow faster than the money supply are the #nasdaq100 luxury real estate fine art and fine wine. I think @saylor talks about beachfront Miami real estate in his Argentina speech and it is @RaoulGMI who has the great research showing investment assets restated for the effect of money printing. And of course we are excluding the effect of debt leverage for the purposes of the discussion which is another common way for people to try to outrun the money"
X Link 2024-11-10T17:03Z [----] followers, [----] engagements
"Yes. #Bitcoin decentralizes trust and democratizes access to value. #GenerativeArt uses algorithms to push the outer boundaries of creativity and democratizes the ability to be an artist (at least collaboratively with the machine). Both forces are so overwhelmingly powerful that to stand against them however they may end up being intertwined would be like a sandcastle trying to hold off a tidal wave. My opinion MASSIVELY BULLISH. Thanks for the question. @tadtweets Any thoughts on generative art on Bitcoin 🖼 @tadtweets Any thoughts on generative art on Bitcoin 🖼"
X Link 2024-11-10T22:36Z [----] followers, [----] engagements
"@fitzyOG Cool. I was aware of the explosion of art and Bitcoin ordinals but you seem to be pointing to a very specific collection. Would love to learn more"
X Link 2024-11-10T22:58Z [----] followers, [---] engagements
"@fitzyOG I met @huuep last month and we spoke just last week. We want to find a way to improve adoption of digital art generally and ordinal-based art in particular. Thank you"
X Link 2024-11-11T00:34Z [----] followers, [---] engagements
"I have been reflecting on Greshams Law in respect of stores of value. As those geeks among us know Greshams Law states that Bad money drives out good money. In other words if there are two forms of money in the economy people will hoard the good one (#Bitcoin)"
X Link 2024-11-11T00:52Z [----] followers, 12.1K engagements
"to understand all of the direct and secondary consequences of this brave new digital world. I would appreciate any views on this for my education"
X Link 2024-11-11T00:52Z [----] followers, [---] engagements
"I cant wait for my #bitcoinbook to arrive Separately maybe we can prevail upon @dotkrueger and @bensig just a little bit more to create yet another special super limited edition of [--] books or so that are chock full of #ordinals with all sorts of unique contributions by the artists that we auction off @Sothebys or @ChristiesIn for a cause that benefits the #bitcoin community somehow. @WayneVaughan @huuep Heres my review of The Big Bitcoin Book by @dotkrueger and @bensig. This book is a true luxury art piece that celebrates Bitcoin. The design and production quality are outstanding. I liked it"
X Link 2024-11-11T15:52Z [----] followers, [----] engagements
"How Bitcoins Market Cap Could Top $200 Trillion Jesse Myers via @YouTube This was a sensational podcast that I listened to on this little stroll today. Special thanks to @stackhodler for the morning hike inspiration on this day of #BTC and #MSTR rest. @Croesus_BTC really begins to say some profoundly moving things at about minute [--] of the podcast for those of you who dont have time to listen to it all. Great interview @bramk https://youtu.be/5Bn49IeqzE4feature=shared https://youtu.be/5Bn49IeqzE4feature=shared https://youtu.be/5Bn49IeqzE4feature=shared"
X Link 2024-11-12T16:52Z [----] followers, [----] engagements
"What's Behind Bitcoin's Historic Price Surge via @YouTube Growing older should deepen our curiosity not our complacency. Thanks again @TimKotzman https://youtu.be/Gn0cb5fsAdsfeature=shared https://youtu.be/Gn0cb5fsAdsfeature=shared"
X Link 2024-11-13T01:33Z [----] followers, [----] engagements
"A few points to add here. First the very long term S&P500 return is 10% of which 7-8% is the return if one excludes dividends. And that is close to what I recall @saylor and others saying. Moreover I will ignore the fact that taxes reduce that return and also that there is a huge skew among the stocks within the S&P500 (so a lot of concentration of capital there too). Second the longterm M2 growth rate is 6.6% from [----] to [----]. M3 which is a broader measure of dollars in the system has grown about 9% since [----]. And that is true despite the fact that the slowest period of monetary growth in"
X Link 2024-11-13T03:50Z [----] followers, 19.6K engagements
"💯 You'll get #Bitcoin if you do the work. Congratulations @JoeSquawk https://t.co/EsAFwv38Cu You'll get #Bitcoin if you do the work. Congratulations @JoeSquawk https://t.co/EsAFwv38Cu"
X Link 2024-11-16T11:54Z [----] followers, [----] engagements
"I watched this one live. @saylor breaks important new ground in the area of proposed public policy beginning at [--] minutes into the speech. He lays out a very clear and logical framework for the regulation of digital assets in the United States. #bitcoin #crypto #NFTs @cantorfitzgerld @MicroStrategy My recent thoughts on Bitcoin MicroStrategy and the crypto industry in the aftermath of the sweeping Trump/Vance victory on Nov 5: the drivers behind the Crypto Renaissance a Digital Assets Framework and the geopolitical logic of the Strategic #Bitcoin Reserve. https://t.co/AWsHcuc3UK My recent"
X Link 2024-11-16T19:33Z [----] followers, 12.9K engagements
"Most thoughtful analysis I have read. Discards the mNAV debate. Longish piece but worth the whole thing for anyone interested. Personally I am very focused on those caveats at the end $MSTR @saylor @MicroStrategy #BTC #Bitcoin https://seekingalpha.com/article/4738579gt=05b1837786ea645e https://seekingalpha.com/article/4738579gt=05b1837786ea645e"
X Link 2024-11-19T11:59Z [----] followers, 28.9K engagements
"This speaks for itselfloudly Given high demand we upsized our $MSTR offering of 0% convertible bonds due [----] from $1.75 billion to $2.6 billion including a $400 million greenshoe option and priced it at a 55% conversion premium. Given high demand we upsized our $MSTR offering of 0% convertible bonds due [----] from $1.75 billion to $2.6 billion including a $400 million greenshoe option and priced it at a 55% conversion premium"
X Link 2024-11-20T14:06Z [----] followers, [----] engagements
"On this sharply lower day at $MSTR take some time to listen to this terrific podcast. In my opinion no one should own the stock at all who does not understand everything in these [--] minutes (39 mins at 1.25x speed). @pahueg @RichardByworth The Convertible Bond Trader: "Microstrategy is making every TradFi pro p. via @YouTube https://youtu.be/0R9gq4zIlCgfeature=shared https://youtu.be/0R9gq4zIlCgfeature=shared"
X Link 2024-11-21T20:11Z [----] followers, 17.6K engagements
"Wow - a real morning banger from Down Under @Checkmatey has outdone his analytical self with this one. Whether one agrees or disagrees with his $MSTR and #BTC analysis it is well worth reading/watching/subscribing/understanding. The Infinite Money Glitch. My latest analysis covering #MicroStrategy $MSTR is now live for @_checkonchain subscribers. This one was a real mind bender. [----] words and a 40min video. Post link is in tweet below👇 https://t.co/zA3FZKD1IX The Infinite Money Glitch. My latest analysis covering #MicroStrategy $MSTR is now live for @_checkonchain subscribers. This one"
X Link 2024-11-22T10:09Z [----] followers, 11.9K engagements
"IMO @saylor has been much clearer and more articulate in other interviews. $MSTR #BTC @MicroStrategy @JoeSquawk @CNBC @andrewrsorkin MicroStrategy is powered by its #Bitcoin treasury operations. We sell volatility through our ATM offerings strip BTC risk volatility and performance from our fixed-income securities and transfer that performance to our $MSTR equity holders. https://t.co/QedCazsrsN MicroStrategy is powered by its #Bitcoin treasury operations. We sell volatility through our ATM offerings strip BTC risk volatility and performance from our fixed-income securities and transfer that"
X Link 2024-11-23T10:19Z [----] followers, [----] engagements
"Unlike meme stocks or crypto bets in which the user naturally assumes some risk most customers viewed funds held in the FDIC-backed accounts as the safest place to put their money. 👀 Heartbreaking Thousands of Americans see their savings vanish https://www.cnbc.com/2024/11/22/synapse-bankruptcy-thousands-of-americans-see-their-savings-vanish.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/2024/11/22/synapse-bankruptcy-thousands-of-americans-see-their-savings-vanish.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2024-11-23T11:05Z [----] followers, [---] engagements
"More green dots to tease on Sunday morning @saylor #NeverGiveUp @MicroStrategy $MSTR On July [--] [----] $MSTR stock fell to an all-time low of $0.42. Yesterday it closed at $421.88. Never. Never. Never give up. On July [--] [----] $MSTR stock fell to an all-time low of $0.42. Yesterday it closed at $421.88. Never. Never. Never give up"
X Link 2024-11-23T13:13Z [----] followers, [----] engagements
"Good morning Well @saylor of @MicroStrategy was right on time this Sunday morning but I am an hour late because I was walking the dogs. #greendots $mstr #justanothersundaymorning We need more green dots on https://t.co/Bx3917zeAK. https://t.co/0VCrBs9oUa We need more green dots on https://t.co/Bx3917zeAK. https://t.co/0VCrBs9oUa"
X Link 2024-11-24T14:07Z [----] followers, [----] engagements
"Excellent piece on $MSTR by @RichardAHaas Worth a read (several times over if necessary) for anyone who owns the securities"
X Link 2024-11-27T09:07Z [----] followers, [---] engagements
"👀 important early morning take from @Jamie1Coutts reposting @AndreasSteno #BTC #Bitcoin #liquidity #Fed A #Bitcoin bid has overshadowed tightening liquidity over the past month. Yes there is a lag between liquidity and Bitcoin and therefore $BTC seems overstretched vs. global M2. My liquidity model which I flagged [--] weeks back suggested caution especially with leverage. https://t.co/Amw8rBE03e A #Bitcoin bid has overshadowed tightening liquidity over the past month. Yes there is a lag between liquidity and Bitcoin and therefore $BTC seems overstretched vs. global M2. My liquidity model which"
X Link 2024-11-27T09:31Z [----] followers, [---] engagements
"An interesting take on $MSTR 👇"
X Link 2024-11-27T21:32Z [----] followers, [----] engagements
"Well intended people get this one wrong from time to time: note that Michael Howell goes out of his way to say Not M2 @crossbordercap #BTC $MSTR #Bitcoin Here's a chart gift. Happy Thanksgiving Everyone. #BTC$ doesn't have a P/E but it (and many other things) moves closely with #liquidity. Here we track our GLI metric (NOT M2) advanced by [--] months vs the 6w change in Bitcoin back to [----]. May be another buying opportunity ahead https://t.co/NKbRRSpOyy Here's a chart gift. Happy Thanksgiving Everyone. #BTC$ doesn't have a P/E but it (and many other things) moves closely with #liquidity. Here"
X Link 2024-11-28T17:43Z [----] followers, [---] engagements
"@BenWerkman does awesome work. And we all benefit @saylor @MicroStrategy $MSTR #BTC There is a lot of demand going around right now to focus on the $MSTR bear case so i'll do a bit of that today. If there is a desire I'll go deeper once I'm not on vacation. Trigger Warning: Wildly long. Probably lots of spelling mistakes in this one but you'll get my point There is a lot of demand going around right now to focus on the $MSTR bear case so i'll do a bit of that today. If there is a desire I'll go deeper once I'm not on vacation. Trigger Warning: Wildly long. Probably lots of spelling mistakes"
X Link 2024-11-30T22:17Z [----] followers, [----] engagements
"@saylor knows the art market very well: a little more Andy Warhol green and a little less Yves Klein Blue would improve the value of this artwork quite considerably. $MSTR #BTC #Bitcoin. I am looking forward to his keynote address tomorrow morning at a Miami conference: who knows what he will announce there A possible blue-green imbalance on https://t.co/Bx3917zeAK https://t.co/qXMJDEJQzD A possible blue-green imbalance on https://t.co/Bx3917zeAK https://t.co/qXMJDEJQzD"
X Link 2024-12-01T14:41Z [----] followers, [---] engagements
"Andy Warhol green will definitely improve upon the value of the Yves Klein blue. @saylor knows his art. $MSTR #BTC A possible blue-green imbalance on https://t.co/Bx3917zeAK https://t.co/qXMJDEJQzD A possible blue-green imbalance on https://t.co/Bx3917zeAK https://t.co/qXMJDEJQzD"
X Link 2024-12-01T15:08Z [----] followers, [----] engagements
"Whether one uses #BTC or #USD to keep score matters little. What matters is whether you consider incremental investments against #BTC as the benchmark or some other dollar-based benchmark. Which hurdle rate do you use Of course anyone can estimate the #BTC hurdle rate and then convert that into dollars but why bother with the extra step Feeling courageous today and wouldn't mind a few punches in the face so here goes: As much as I love bitcoin fans and even maximalist but the notion to measure your total wealth in Bitcoin is cute at best. Let me just ask you one question: Have you - before"
X Link 2024-12-01T15:24Z [----] followers, [----] engagements
"Remembrances of a #Bitcoin #HODLer by @BenWerkman $MSTR There are many new people entering the $MSTR space which is great to see but because of this I think it may be helpful to give a simplified example people can use and conceptualize from their personal life to understand at a high level what MSTR has been doing with their There are many new people entering the $MSTR space which is great to see but because of this I think it may be helpful to give a simplified example people can use and conceptualize from their personal life to understand at a high level what MSTR has been doing with their"
X Link 2024-12-01T17:34Z [----] followers, [----] engagements
"Incredible day today at an important Miami conference for founders and investors. Morning keynote was @saylor in his first public comments after his brief presentation to the $MSFT board. He made a compelling call for corporate value creation. This is the first two minutes of his speech for flavor. Later he did a breakout group and took questions from very smart successful and curious investors and entrepreneurs. My takeaway We are still VERY early. $MSTR #BTC #Bitcoin"
X Link 2024-12-02T23:09Z [----] followers, 72.6K engagements
"In that same Miami conference this morning @saylor was asked directly about #BTC as a currency and he completely dismissed the idea. He went on to argue that the #DOLLAR has many practical advantages as a currency (including over all other currencies) and that #BTC is instead best understood as digital capital and a superb store of value. In his view the conversation about #BTC as a currency has been a disservice to the adoption of #Bitcoin overall because of the confusion and #FUD it has caused among policy makers and other media and business leaders. By that measure Jeremy Siegel is"
X Link 2024-12-03T02:30Z [----] followers, [----] engagements
"@saylor gave a very good interview. I just wish he would have had enough time to address @BeckyQuick a bit more deeply on the issue of #volatility. I think she is very sharp but even she asked a question of him that revealed she has a much too conventional finance perspective on volatility. She did not appear to see how volatility could be vitality which is (in my opinion) the single most powerful and unorthodox insight offered by $MSTR and to a lesser extent #BTC and other coins. Option traders understand that concept perfectly and embrace volatility; everyone else thinks about volatility as"
X Link 2024-12-03T18:12Z [----] followers, [----] engagements
"The question on my mind @tomyoungjr is how @saylor or @MicroStrategy would ever be able to do either a discretionary ATM or to announce a convertible debt deal right now. Why Because the $MSTR management team presumably already knows the outcome of the decision on the QQQ inclusion and therefore cannot legally be selling shares on a discretionary basis with this material non-public information. The only inference to draw is that any ATM activity underway at the moment is coming from a 10b-5 program filed prior to November 29th likely using an algorithmic formula of some kind (@JoshMandell6"
X Link 2024-12-05T21:54Z [----] followers, 35.5K engagements
"Thanks for the question. Getting into or not getting into the QQQ (EITHER WAY) is the material non-public information in my opinion. And with such a large ATM underway I do not for a second believe that @MicroStrategy @saylor and the team are not following the rules VERY carefully and under the guidance of superb inside and outside counsel. Again one persons opinion but I for one am drawing no inferences from trading activity to try to ascertain the result of the QQQ inclusion. As I wrote below however I personally do believe that whatever ATM may be underway is automatic and not"
X Link 2024-12-05T22:20Z [----] followers, [----] engagements
"Thanks also for this question. Here again (I am not a securities attorney) but ChatGPT4-o was instructive on this point too. It said that there are definite logistical and compliance reasons why issuing companies learn about QQQ inclusion prior to the public announcement. However and this is where my conjecture may be wrong or the AI answer is incorrect it alsosays this issuer notification is typically done as close to the public announcement date as possible. I dont know how many days after November 29th that entails so perhaps I am wrong. On the other hand I tried to put myself in @saylor s"
X Link 2024-12-05T23:58Z [----] followers, [----] engagements
"The Grinch @WSJ editorial board shows up in time for Christmas to trash #BTC #crypto #iwm and especially $MSTR @saylor The Bitcoin Boom and Easy Money https://www.wsj.com/opinion/bitcoin-prices-microstrategy-markets-assets-federal-reserve-810db1b9st=t6J4EU https://www.wsj.com/opinion/bitcoin-prices-microstrategy-markets-assets-federal-reserve-810db1b9st=t6J4EU"
X Link 2024-12-06T11:06Z [----] followers, [---] engagements
"What do you think @rovercrc Time for @saylor to stay up late on Saturday night and get his green paint and brush out to put some more dots on this chart Sunday morning Given the share price and #BTC action this past week he may need a lot of green paint $MSTR and @MicroStrategy 💥BREAKING: MicroStrategy is now in $18 BILLION profit on their #Bitcoin investment. https://t.co/hQc6pkF9Xh 💥BREAKING: MicroStrategy is now in $18 BILLION profit on their #Bitcoin investment. https://t.co/hQc6pkF9Xh"
X Link 2024-12-07T23:10Z [----] followers, [----] engagements
"I used to love blue. Now I definitely prefer green. @saylor $mstr @MicroStrategy Still too much blue on https://t.co/Bx3917zeAK. https://t.co/Ag6uhXUyqD Still too much blue on https://t.co/Bx3917zeAK. https://t.co/Ag6uhXUyqD"
X Link 2024-12-08T13:34Z [----] followers, [----] engagements
"Interesting advice from this post 👀 $TSLA or $MSTR As someone who has become very rich from $TSLA here are the things that have worked and not worked for me: 1) Dont get overly excited about the first wave of stock run up. For example people who sold at $300 [---] [---] are idiots. IYKYK. The next [--] months is likely to be better As someone who has become very rich from $TSLA here are the things that have worked and not worked for me: 1) Dont get overly excited about the first wave of stock run up. For example people who sold at $300 [---] [---] are idiots. IYKYK. The next [--] months is likely to be"
X Link 2024-12-09T09:26Z [----] followers, [---] engagements
"How about a Spaces with me and others on this topic @dotkrueger #art #btc #bitcoin Another $2 Trillion bucket that will move partially into Bitcoin is art. This is often proposed as an "orthogonal" asset class that provides a store of value. But it has all kinds of problems as an investment: - Once-hot artists can lose value fast. I know a friend who had a Another $2 Trillion bucket that will move partially into Bitcoin is art. This is often proposed as an "orthogonal" asset class that provides a store of value. But it has all kinds of problems as an investment: - Once-hot artists can lose"
X Link 2024-12-09T09:45Z [----] followers, [----] engagements
"@PrestonPysh is a fantastic interviewer. I think he could even make a banana taped to a wall sound smart. 👀 #BTC #MSTR #art #realestate Bitcoin Vs Art and Real Estate w/ Tad Smith (BTC211) via @YouTube https://youtu.be/1Hil9D4PYwcfeature=shared https://youtu.be/1Hil9D4PYwcfeature=shared"
X Link 2024-12-09T10:18Z [----] followers, [----] engagements
"👀. Game on #BTC Russian Parliament Deputy just proposed to create a Strategic #Bitcoin Reserve in Russia WILD TIMES 🤯 https://t.co/uBcyEGoTVa Russian Parliament Deputy just proposed to create a Strategic #Bitcoin Reserve in Russia WILD TIMES 🤯 https://t.co/uBcyEGoTVa"
X Link 2024-12-09T19:08Z [----] followers, [----] engagements
"There are definitely days when volatility is vitality feels more like volatility meets gravity. @saylor @MicroStrategy @MSTRVoyager $MSTR 😂😂😂😂"
X Link 2024-12-09T20:19Z [----] followers, [----] engagements
"Looks likes @bensig believes we will all just have to keep stacking and HODLing. #BTC #quantumcomputing #Willow Google Willow Quantum vs Bitcoin Encryption Today Google announced that Willow has reached [---] qubits with improved error rates. Should Bitcoiners worry 🚫 Short Answer: No. 🔒 Bitcoin relies on two types of encryption: [--] ECDSA 256: Vulnerable to "Shors algorithm" but https://t.co/Baa8lwUVM6 Google Willow Quantum vs Bitcoin Encryption Today Google announced that Willow has reached [---] qubits with improved error rates. Should Bitcoiners worry 🚫 Short Answer: No. 🔒 Bitcoin relies on"
X Link 2024-12-09T22:29Z [----] followers, [----] engagements
"Wowza 👀 🟪 At the MicroStrategy table shareholders are the sucker https://mail.blockworks.com/p/at-the-microstrategy-table-shareholders-are-the-sucker_bhlid=3963c548e36ac1bd4f47f08d94308a09e6bc6332&last_resource_guid=Post%3A7d7eb3a7-4808-4c3c-afae-3838c37b49da&utm_campaign=at-the-microstrategy-table-shareholders-are-the-sucker&utm_medium=newsletter&utm_source=mail.blockworks.com"
X Link 2024-12-10T00:21Z [----] followers, [----] engagements
"Heavy selling by longterm holders plus concentrated demand between @saylor s $MSTR and $IBIT = flashing yellow for #BTC Caution warranted with likely chopsolidation from @Checkmatey The Lead Foot of #Bitcoin Long-Term Holders. Sell-side pressure by existing holders is tremendous right now and in my view completely overwhelms the demand from both ETFs and MSTR. There lots of heated signals but as always devil is in the details My latest post is below👇 https://t.co/WzgZuzG5j0 The Lead Foot of #Bitcoin Long-Term Holders. Sell-side pressure by existing holders is tremendous right now and in my"
X Link 2024-12-10T02:27Z [----] followers, [----] engagements
"This recorded spaces is a superb way for current or prospective shareholders of $MSTR to have their questions answered by people who have done excellent work and are actual investors in the company even though not financial advice. There has been a lot of FUD about @MicroStrategy lately and the share price action has been lackluster so this is particularly timely. @MSTRVoyager @saylor @BenWerkman @Adrian_R_Morris Not sure about $MSTR playbook and what the next 6-12 months will look like Join this space at 10am EST. @BenWerkman @Charge_Stack @Adrian_R_Morris https://t.co/qTncCxehv6 Not sure"
X Link 2024-12-10T21:46Z [----] followers, [----] engagements
"FYI - SAB [---] will not get passed because there is nothing to pass. It is not a law or a regulation: only staff guidance by the SEC. I believe it can be withdrawn as soon as the SEC chooses to do so which presumably will happen quickly when the new crowd takes office in January. (There was confusion on this because Congress tried to pass a bill of disapproval ordering the SEC to withdraw the guidance.) @stackhodler #BTC @stackhodler SAB121 will get passed Banks will hold/custody bitcoin ETFs will move their #Bitcoin to the adults in the room (sorry Baldy) Banks will realize #BTC is pristine"
X Link 2024-12-11T14:26Z [----] followers, [----] engagements
"Important math to understand from @PrestonPysh for anyone considering the levered ETFs tied to $MSTR Some quick thoughts on 2X levered ETFs for folks that don't understand how these things work. First (and I know this is super obvious to most) if you're down -50% on the day it takes 100% tomorrow to get it all back - lol. So let's start with that math. Because with this https://t.co/X2CPTPh9Zp Some quick thoughts on 2X levered ETFs for folks that don't understand how these things work. First (and I know this is super obvious to most) if you're down -50% on the day it takes 100% tomorrow to"
X Link 2024-12-14T16:45Z [----] followers, 26.1K engagements
"I am excited to join @dotkrueger @huuep and our @BitcoinFirst_ friends and colleagues to talk about #Bitcoin and the $6mm price of bananas/duct tape in #thebananazone as well as #ordinals #generativeart #theattentioneconomy #NFTs #2025 plus whether @saylor is right about the future of #theartmarket. #BTC. Should I sell $MSTR to buy #art @Sothebys @ChristiesDigArt @ChristiesInc Tomorrow at [--] am PST Bitcoin First is lucky to have @tadtweets the former CEO of Sotheby's to discuss Art vs (and on) Bitcoin. This should be a phenomenal discussion. Tomorrow at [--] am PST Bitcoin First is lucky to have"
X Link 2024-12-15T20:24Z [----] followers, 25.1K engagements
"This was an excellent interview. Twelve minutes of debunking FUD. @saylor $MSTR JUST IN: Michael Saylor tells CNBC there is no limit to how much #bitcoin MicroStrategy will buy. "We'll just keep buying the top forever." https://t.co/RaLxi73tRN JUST IN: Michael Saylor tells CNBC there is no limit to how much #bitcoin MicroStrategy will buy. "We'll just keep buying the top forever." https://t.co/RaLxi73tRN"
X Link 2024-12-16T22:06Z [----] followers, [----] engagements
"Quick and thoughtful piece that is better than Xanax for those who are losing their minds over a little volatility: https://thedefireport.io/research/whys-the-market-selling-off https://thedefireport.io/research/whys-the-market-selling-off"
X Link 2024-12-20T12:58Z [----] followers, [---] engagements
"We havent stopped doing this @Culture_Crit But now we do this with robots in a company called @Monumental_Labs run by @mspringut based north of New York City. Worth a look at his website and a visit to his studio to see the robot Michelangelos. #art #sculpture #ai #robot Why did we stop doing this https://t.co/CT8WlBJNNn Why did we stop doing this https://t.co/CT8WlBJNNn"
X Link 2024-12-21T22:46Z [----] followers, [----] engagements
"I asked ChatGPT 4-o how @saylor of @MicroStrategy could safely generate cash yield on his #BTC hoard in [----]. Here are the five suggestions it listed. $MSTR 👇"
X Link 2024-12-21T23:14Z [----] followers, 40.5K engagements
"I wonder whether the @MicroStrategy playbook is as controversial if his #BTC throws off cash. Doesnt $MSTR start generating huge fiat cash flow at the same time as it increases #BTC yield Dont ask me: I am just sharing what took ChatGPT ten seconds to suggest"
X Link 2024-12-21T23:23Z [----] followers, [----] engagements
"Very thoughtful take here #Bitcoin #SBR #AGI #UAP @matthew_pines 👀 There is a similar strategic logic at play in Bitcoin nation-state adoption AGI development and UAP Disclosure. Scenarios for each may be modeled (in a highly simplified fashion) by a 2x2: . US-led Rival-led There is a similar strategic logic at play in Bitcoin nation-state adoption AGI development and UAP Disclosure. Scenarios for each may be modeled (in a highly simplified fashion) by a 2x2: . US-led Rival-led"
X Link 2024-12-22T00:35Z [----] followers, [----] engagements
"YIKES @stef12345xyz said the quiet part out loud $MSTR @MicroStrategy @saylor"
X Link 2024-12-22T00:39Z [----] followers, [----] engagements
"@RaoulGMI outdid himself with this one. Anyone trying to make sense about what #AI means for them and their children should invest the two hours here. I may need to listen to it again to figure out what just happened. https://podcasts.apple.com/us/podcast/raoul-pal-the-journey-man/id1581019716i=1000680125730 https://podcasts.apple.com/us/podcast/raoul-pal-the-journey-man/id1581019716i=1000680125730"
X Link 2024-12-22T19:09Z [----] followers, 71.7K engagements
"@saylor prefers the words digital capital to describe what #BTC is. Now @barronsonline has told us why: @MicroStrategy plans to turn $MSTR paper into the leading #memecoin or #cryptocurrency of the New Year by issuing more shares than the Weimar Republic did its three different marks 😂 I get all of my best ideas from Barron's. https://t.co/rbk89bntfa I get all of my best ideas from Barron's. https://t.co/rbk89bntfa"
X Link 2024-12-24T19:23Z [----] followers, [----] engagements
"I never give financial advice and especially not to the smart analyst @PunterJeff But if I were to do so selling the golf club and buying #BTC would likely be on that list. #Bitcoin whales should be members of a great golf club and not its owners 😂 Can we get a Bitcoin Treasury Golf Club 🤔 Any Bitcoin whales own a golf course Perhaps this is a [----] project buy up some land and build an exclusive tokenized $MSTR & Bitcoin golf club Maybe Idaho or Montana Can we get a Bitcoin Treasury Golf Club 🤔 Any Bitcoin whales own a golf course Perhaps this is a [----] project buy up some land and build"
X Link 2024-12-24T19:40Z [----] followers, [----] engagements
"That clean air in Switzerland seems particularly clarifying: @stackhodler always seems to frame the #BTC situation perfectly. [----] was year one of institutional Bitcoin. The year that Bitcoin truly established itself as a must-own asset. But [----] will take things to a new level. The ETFs are the superhighway that allow trillions of dollars of capital to flow into Bitcoin. But the greatest ETF launch https://t.co/VooQHNkJPx [----] was year one of institutional Bitcoin. The year that Bitcoin truly established itself as a must-own asset. But [----] will take things to a new level. The ETFs are the"
X Link 2024-12-25T13:03Z [----] followers, [--] engagements
"Its a stark reminder: outside of crypto and tech stocks nothing else is helping you build purchasing power. Even large-cap equities like the S&P [---] are barely breaking even while everything else is outright loss-making versus the 10% global debasement trend. Gee those words by @BittelJulien the colleague of @RaoulGMI sound vaguely familiar to me.maybe it was an @TimKotzman podcast I once heard.oh wait #BTC Lets talk about gold. Are you thinking about gold as a store of value Thats probably about right. Since [----] gold has basically been flat versus the Feds balance sheet meaning gold is"
X Link 2024-12-25T13:14Z [----] followers, [----] engagements
"That clean air in Switzerland seems particularly clarifying: @stackhodler always frames the #BTC situation perfectly. [----] was year one of institutional Bitcoin. The year that Bitcoin truly established itself as a must-own asset. But [----] will take things to a new level. The ETFs are the superhighway that allow trillions of dollars of capital to flow into Bitcoin. But the greatest ETF launch https://t.co/VooQHNkJPx [----] was year one of institutional Bitcoin. The year that Bitcoin truly established itself as a must-own asset. But [----] will take things to a new level. The ETFs are the"
X Link 2024-12-25T13:15Z [----] followers, [----] engagements
"In case anyone who follows @dotkrueger is unfamiliar with it check out @meanwhilelife the innovative #BTC life insurance company founded by @ztownsend. Zac worked on a McKinsey project for me (I was a client) some years ago and is a very sharp guy. His company does not do exactly what Fred suggests here but it rhymes. Imagine the following financial product: - You deposit [--] BTC today - You get 200K USD for the rest of your life The product is available for those [--] and older. The counterparty is a top bank or insurance company. would you do it Imagine the following financial product: - You"
X Link 2024-12-25T19:59Z [----] followers, [----] engagements
"Superb interview about $MSTR. Erstwhile skeptic @Checkmatey goes down the rabbit hole of @MicroStrategy and @saylor quizzing @PunterJeff MicroStrategy Bewilderment with Jeff Walton - Rough Consensus Episode #8 via @YouTube https://youtu.be/n-X6ViniQ_0feature=shared https://youtu.be/n-X6ViniQ_0feature=shared"
X Link 2024-12-26T18:12Z [----] followers, [----] engagements
"This is a very thoughtful argument against a Strategic Bitcoin Reserve for the United States. For those who favor such a reserve as a matter of public policy rather than personal enrichment the arguments will have to involve something other than providing support for the US Dollar because @GeorgeSelgin pretty thoroughly debunks that position. Selgin does not address whether the US governments buying or holding #BTC is fundamentally a good investment with a highly attractive return (@saylor uses the Louisiana Purchase and the acquisition of Alaska analogies). Selgin also does not address the"
X Link 2024-12-27T16:50Z [----] followers, [----] engagements
"@dotkrueger makes a crucial point here that reminds me of his own and others very successful investment philosophy more generally: I seek out asymmetric opportunities in life. What is the probability an investment goes to zero and how much zero can I afford to take What is the chance that same investment soars If I pass on that investment now what are the consequences later Will passing now give rise to another attractive opportunity for me to jump in later or will that be prohibitively expensive or even impossible Do I have all of the information now to pass on an investment With technology"
X Link 2024-12-27T17:33Z [----] followers, [----] engagements
"If indeed this NFT is Bitcoin Danny then you have managed to frame a revolutionary new art paradigm: for centuries art has served as a store of value (in effect analog capital as it were); and now you are suggesting that art has digital capital as its canvas. Do I understand you correctly @huuep Say more please Danny and everyone else with a point of view please weigh in #BTC #Bitcoin #ordinals #art. As a Bitcoiner and someone who worked on NFTs before Ethereum even existed it took me a number of years to get into ETH NFTs. When I did I was mostly interested in the fully on-chain NFTs."
X Link 2024-12-28T20:37Z [----] followers, 10.2K engagements
"Smart interview with @cryptonomista on why he founded @hodlwithLedn and the imperative use case for #BTC @RaoulGMI https://podcasts.apple.com/us/podcast/raoul-pal-the-journey-man/id1581019716i=1000680956667 https://podcasts.apple.com/us/podcast/raoul-pal-the-journey-man/id1581019716i=1000680956667"
X Link 2024-12-31T17:37Z [----] followers, [----] engagements
"This investor letter is nothing short of brilliant even by the standards of author and successful entrepreneur Ross Stevens @NYDIG #Bitcoin #BTC Stone Ridge [----] Investor Letter NYDIG https://www.nydig.com/research/stone-ridge-2024-investor-letter https://www.nydig.com/research/stone-ridge-2024-investor-letter"
X Link 2024-12-31T22:36Z [----] followers, [----] engagements
"Excellent close out summary post from @matt_utxo reflecting a lot of NYE work $MSTR #BTC @MicroStrategy #Bitcoin Now go out and celebrate Matt Here's some $MSTR cope to finish out [----]. we have a very big [----] ahead of us. TL;DR I think that $MSTR is in the process of bottoming and will find its footing in the $270-$300 range (this would satisfy the gap from November [--] it could potentially wick to $250 or lower https://t.co/3N7UTLh20D Here's some $MSTR cope to finish out [----]. we have a very big [----] ahead of us. TL;DR I think that $MSTR is in the process of bottoming and will find its"
X Link 2024-12-31T23:23Z [----] followers, [----] engagements
"As human-machine partnerships become ubiquitous humans will have to determine these relationships proper nature. The answers may be taken from the logic of security and efficiency derived from the study of history or discerned from the divine. Individuals nations cultures and faiths will need to determine the limits if any of AIs authority over the truth. They will need to decide whether to allow AI to become the intermediary between humans and reality. In this connection they will need to choose between on the one hand retaining the traditional role of human enterprise (while likely ceding"
X Link 2025-01-01T01:09Z [----] followers, [---] engagements
"That banger was on page [--] and I only have [---] pages to go. I think need a NYE 🥂"
X Link 2025-01-01T01:09Z [----] followers, [---] engagements
"Absolutely THE most important thread to read for anyone who cares about art digital art generative art NFTs ordinals @punk6529 has a powerful understanding of how the art market functions at a human behavioral level and mixes it with a deep understanding of the technology. Happy New Year On So Few NFTs So Many NFTs Because X is not handling the thread well today here it is with all [--] tweets in single tweet format. Probably better to share this version. 1/ Are NFTs the scarcest assets in the crypto universe Are NFTs an endless no-barriers-to-entry stream On So Few NFTs So Many NFTs Because X"
X Link 2025-01-01T22:46Z [----] followers, 10.4K engagements
"Remarkable post @DylanLeClair_ I strongly recommend reading it multiple times with ChatGPT or Grok decoding it if necessary to current and prospective $MSTR investors. @MicroStrategy #BTC Analysis on $MSTR Preferred Stock Target Raise MicroStrategy to Target a Capital Raise of Up to $2 Billion of Preferred Stock link: https://t.co/cSLDnRw1Xp (Very long post trigger warning) First what is a preferred stock If you want a good primer here's a @PrestonPysh https://t.co/ggmVDko4kd Analysis on $MSTR Preferred Stock Target Raise *MicroStrategy to Target a Capital Raise of Up to $2 Billion of"
X Link 2025-01-04T12:27Z [----] followers, [----] engagements
"Great to catch up with you @TimKotzman. I realized later that I sounded like I was giving one shareholders advice to @saylor of @MicroStrategy. Far from it: this shareholder continues to be happy On to [----] #BTC I had the opportunity to sit down 🪑 with @tadtweets on our first #Bitcoin Treasuries Friends of the Pod Livestream to discuss #Bitcoin Macro MicroStrategy Quantum Computing & More I had the opportunity to sit down 🪑 with @tadtweets on our first #Bitcoin Treasuries Friends of the Pod Livestream to discuss #Bitcoin Macro MicroStrategy Quantum Computing & More"
X Link 2025-01-05T13:06Z [----] followers, [----] engagements
"I agree wholeheartedly with @stackhodler and raise him one (Mondays dog walk.) Bitcoin fixes Mondays. Retirement is massively overrated. But waking up on Monday with the same enthusiasm that you wake up with on Saturday is unbeatable. Finding that thing that gives you purpose on Monday morning is a lot easier when you aren't worried about your next https://t.co/LFcjCOlP9W Bitcoin fixes Mondays. Retirement is massively overrated. But waking up on Monday with the same enthusiasm that you wake up with on Saturday is unbeatable. Finding that thing that gives you purpose on Monday morning is a lot"
X Link 2025-01-06T23:22Z [----] followers, [----] engagements
"Sometimes I forget history and need to pan out a bit. Look for example at the graph of $MSTR one year ago. The right hand part of the graph is performance during the first quarter of [----]. Wow Will past be prologue Do I worry too much about quotidian movements"
X Link 2025-01-07T00:58Z [----] followers, [----] engagements
"Volatility is vitality.except for today😂 $MSTR #BTC $QQQ $IBIT @saylor"
X Link 2025-01-07T21:39Z [----] followers, [----] engagements
"It sure is hard to have a bad Sunday morning when you read this one by @RationalOptSoc @dan_steinhart and @DisruptionHedge https://www.rationaloptimistsociety.com/post/part-2-the-five-frontiers https://www.rationaloptimistsociety.com/post/part-2-the-five-frontiers"
X Link 2025-01-12T15:02Z [----] followers, [---] engagements
"Got around to reading @RaoulGMI s Global Macro Investor January edition this weekend which happened to be the 20th anniversary. It began with a suitably sensible and bullish perspective on where we are in the macro crypto liquidity cycle. (Good news for all of those losing their minds on X these last few weeks.) And then it got really weird. When Raoul started out two decades ago I wonder what he would have said if someone told him this is what his chapter titles he would be in the future for an expensive research report for INVESTORS: Life the Universe and Everything Occupy Mars What Do I"
X Link 2025-01-12T22:49Z [----] followers, [----] engagements
"I was very impressed with @joerogan s interview with @finkd which I listened to on a wintry walk. First time I had ever heard Mark Zuckerberg with no cartoonish media filter and highly recommend the podcast for a couple hours.especially on the beach. Both smart cookies"
X Link 2025-01-12T22:57Z [----] followers, [---] engagements
"Nice (and somewhat rare) to wake up to @Checkmatey actually sounding like a bull on Friday morning #BTC $MSTR I for one want to retire his word #chopsolidation. https://open.substack.com/pub/checkonchain/p/a-bullish-postr=iqvx https://open.substack.com/pub/checkonchain/p/a-bullish-postr=iqvx"
X Link 2025-01-17T09:42Z [----] followers, [----] engagements
"Great post by @BenWerkman for all current and prospective $MSTR holders. His perspective is always very insightful. $MSTR Preferred Stock Offering Trigger Warning - Really Long Post Alright it's been long enough now and my brain has cleared up so we need to finally cover the preferred offering in long form. So what do we know about the offering given what MicroStrategy has already https://t.co/B0KokGYDbD $MSTR Preferred Stock Offering Trigger Warning - Really Long Post Alright it's been long enough now and my brain has cleared up so we need to finally cover the preferred offering in long"
X Link 2025-01-17T10:52Z [----] followers, [----] engagements
"The Man Making Billions From the Wildest Bitcoin Bet @saylor in @WSJ $MSTR $BTC https://www.wsj.com/finance/currencies/michael-saylor-microstrategy-founder-bitcoin-64afda39st=EXvczP https://www.wsj.com/finance/currencies/michael-saylor-microstrategy-founder-bitcoin-64afda39st=EXvczP"
X Link 2025-01-18T20:27Z [----] followers, [---] engagements
"Four years or four months Sometimes I think @saylor could blow through that number of shares in four minutes. 😂 $MSTR $BTC All set. With the authorized share increase $MSTR has enough runway for the next [--] years of stock splits and bitcoin fundraising. All set. With the authorized share increase $MSTR has enough runway for the next [--] years of stock splits and bitcoin fundraising"
X Link 2025-01-21T17:22Z [----] followers, [----] engagements
"True but not for long @Z06Z07 $BTC $MSTR. The scramble begins. Any person with over [---] Bitcoins would be in spot [--] or higher for companies on their PERSONAL balance sheet. Any person with over [---] Bitcoins would be in spot [--] or higher for companies on their PERSONAL balance sheet"
X Link 2025-01-21T18:05Z [----] followers, [----] engagements
"Started by him I just had a very detailed conversation with a Gen Z flight attendant on Emirates from Auckland to Dubai about $BTC and both the coins by @realDonaldTrump and Melania. He said his wife had urged him to buy Melanias coin but he missed the peak. He also knew exactly what the $BTC price was right now (as he serves me breakfast flying over the Indian Ocean in middle of the night) and complained that Trump did not mention crypto in his Inaugural Address. Impressively knowledgeable degen this guy. This signal is not quite the same as the taxi driver stock tip cycle peak warning of"
X Link 2025-01-21T22:12Z [----] followers, [----] engagements
"Great interview by @_DannyKnowles of the superb analyst (and sci-fi writer) @LynAldenContact who delivers a master class on all things macro $BTC @realDonaldTrump and crypto and a closing thesis on how to stand near the door of the $MSTR party. Well worth an hour for those interested. New episode has just dropped with the one and only @LynAldenContact. TRUMP INFLATION MICROSTRATEGY & BITCOIN w/Lyn Alden We discuss: - Trump's first day in office - Inflation & the Fed - MicroStrategy - The Bitcoin bull market Check it out here. https://t.co/ll25pe3kpa https://t.co/55ufsyNNHR New episode has"
X Link 2025-01-22T03:48Z [----] followers, [----] engagements
"This one was fun and we covered a lot more ground than I remember Thanks Joe @IIICapital $MSTR #BTC Last week I sat down with one of the brightest finance + strategy minds in the bitcoin space. Thank you for coming on the show @tadtweets. Last week I sat down with one of the brightest finance + strategy minds in the bitcoin space. Thank you for coming on the show @tadtweets"
X Link 2025-01-23T11:12Z [----] followers, [---] engagements
"Talk about mixing my metaphors: giant magnet vacuum cleaner sucking up capital 😂😂 #BTC $BTC #Bitcoin @unchainedcom "Bitcoin is a giant magnet. It's a vacuum cleaner that's sucking up capital." - @tadtweets https://t.co/X9Wi9gCoFi "Bitcoin is a giant magnet. It's a vacuum cleaner that's sucking up capital." - @tadtweets https://t.co/X9Wi9gCoFi"
X Link 2025-01-23T11:16Z [----] followers, [----] engagements
"Thanks for the kind repost @Bitcoin_Teddy Technically I am not a former adjunct finance professor: I have been on hiatus for a couple of years focused on my businesses but am very excited to teach a class on AI and crypto technologies in the field of art this coming fall @NYUStern. Also with respect to the numbers I mentioned in this clip @RaoulGMI and @BittelJulien have recently been using 8% liquidity growth plus 3% inflation for a hurdle rate of 11% so I am happy to defer to them (and keep in mind the effect of taxes). FORMER FINANCE PROFESSOR TAD SMITH: "After [--] years teaching finance I"
X Link 2025-01-24T03:41Z [----] followers, [----] engagements
"Agree 💯 with @PunterJeff SAB121 getting kicked is a huge deal for $MSTR. Now that he can safely custody his $BTC with the likes of JP Morgan (which can literally print fiat to cover any losses) @saylor can feel comfortable generating yield on his #Bitcoin in a way that meets tradfi fiduciary standards of a public company CEO. @MicroStrategy cash flows could soar and the flywheel accelerate. I could be dead wrong here but if I were in his shoes I would address how this might work specifically on the Feb [--] earnings call. Together with the FASB announcement and probably a preferred share deal"
X Link 2025-01-24T05:39Z [----] followers, [---] engagements
"Agree 💯 with @PunterJeff SAB121 getting kicked is a huge deal for $MSTR. Now that he can safely custody his $BTC with the likes of JP Morgan (which can literally print fiat to cover any losses) @saylor can feel comfortable generating yield on his #Bitcoin in a way that meets tradfi fiduciary standards of a public company CEO. @MicroStrategy cash flows could soar and the flywheel accelerate. I could be dead wrong here but if I were in his shoes I would address how this might work specifically on the Feb [--] earnings call. Together with the FASB announcement and probably a preferred share deal"
X Link 2025-01-24T05:45Z [----] followers, 27.7K engagements
"Thoughts on this one @BenWerkman Earnings blackout or $BTC buying strategy @saylor $MSTR I suspect the former. All eyes turn to Feb 5th @MicroStrategy earnings call. Last week MicroStrategy did not sell any shares of class A common stock under its at-the-market equity offering program and did not purchase any bitcoin. As of 2/2/2025 we hodl [------] $BTC acquired for $30.4 billion at $64511 per bitcoin. $MSTR https://t.co/QTBWl8KlNv Last week MicroStrategy did not sell any shares of class A common stock under its at-the-market equity offering program and did not purchase any bitcoin. As of"
X Link 2025-02-03T13:11Z [----] followers, 12.5K engagements
"Very significant exchange thread worth reading among @refikanadol @BlueBeam9611 @Rahll concerning the upcoming #generative_art auction @ChristiesInc. As a collector of such art myself I agree that it is very important that artists be fairly compensated for their copyrighted works used in the training models and strongly suspect the signatories to this letter have a point that not enough progress has been made in that regard. At the same time the specific details matter and I believe Refik and BlueBeam when they say my own recently acquired Yawanawa piece was compliant with that principle. And"
X Link 2025-02-09T14:49Z [----] followers, [----] engagements
"👀 very smart take on this issue of #generative_art and copyright here @sashastiles @tadtweets @refikanadol @BlueBeam9611 @Rahll @ChristiesInc i think often about how important my library is to me the thousands of books in my home and all the books and poems and texts and articles and papers ive read over the decades. every single piece of info ive absorbed from those pages is part of the dataset that helps me @tadtweets @refikanadol @BlueBeam9611 @Rahll @ChristiesInc i think often about how important my library is to me the thousands of books in my home and all the books and poems and texts"
X Link 2025-02-09T15:32Z [----] followers, [----] engagements
"Nice beach Better message @stackhodler $BTC #Bitcoin In previous bull runs long-term Bitcoin holders unloaded their coins into weak hands as the price ran up. But today they are selling straight into Michael Saylor's black hole. Saylor and Strategy are gobbling up an enormous amount of Bitcoin at every level of long-term holder https://t.co/FFqmvXRkwJ In previous bull runs long-term Bitcoin holders unloaded their coins into weak hands as the price ran up. But today they are selling straight into Michael Saylor's black hole. Saylor and Strategy are gobbling up an enormous amount of Bitcoin at"
X Link 2025-02-11T12:32Z [----] followers, [----] engagements
"Amidst the red candles last week @BittelJulien dropped his latest 44-page monthly macro update. $BTC #Bitcoin TLDR: its right around now that we typically see the first pullback after the initial leg higher of The Banana Zone which officially kicked off back in September. Sure we could chop sideways a bit longer here and possibly correct a little farther but both @RaoulGMI and I both feel the end of this pullback is near.during these corrective phases it is crucial to zoom out block out all the noise and focus on the big macro picture In short: patience = higher🚀🚀🚀🚀🚀"
X Link 2025-02-23T13:47Z [----] followers, 17.8K engagements
"👀 US @truflation plunges to 1.51% Fed rate cut odds increasing https://t.co/LO5zt2n8B7 US @truflation plunges to 1.51% Fed rate cut odds increasing https://t.co/LO5zt2n8B7"
X Link 2025-03-01T20:18Z [----] followers, [----] engagements
"@saylor trumps his usual Sunday morning orange dots with this retweet. $BTC $MSTR $ETH Bitcoin is the foundation of the crypto economy. https://t.co/fzfBxuafAC Bitcoin is the foundation of the crypto economy. https://t.co/fzfBxuafAC"
X Link 2025-03-02T16:44Z [----] followers, [----] engagements
"Exactly what I thought @alexvisram @saylors fiduciary duty to his shareholders includes obeying the law. $MSTR $BTC I wonder if @saylor purposely didn't buy any BTC so he wouldn't be accused of insider trading. Perhaps he knew about the announcement of a strategic reserve along with any announcement due today. It's certainly a strong possibility. I wonder if @saylor purposely didn't buy any BTC so he wouldn't be accused of insider trading. Perhaps he knew about the announcement of a strategic reserve along with any announcement due today. It's certainly a strong possibility"
X Link 2025-03-05T12:31Z [----] followers, [----] engagements
"We live in interesting times @PrestonPysh 👀. Biological computers indeed. Nothin to see here. Just a biological computer that uses real neurons harvested from stem cells to conduct more efficient computations than silicon. 😵💫 Nothin to see here. Just a biological computer that uses real neurons harvested from stem cells to conduct more efficient computations than silicon. 😵💫"
X Link 2025-03-05T13:39Z [----] followers, [----] engagements
"@MarkYusko has the driest and wittiest sense of humor Not to mention very smart. Definitely a follow. $BTC Probably A Fad 🧡🚀 Probably A Fad 🧡🚀"
X Link 2025-03-05T21:44Z [----] followers, [---] engagements
"Much more encouraging noises coming from my favorite $BTC analyst from #DownUnder. @Checkmatey Fingers crossed and then good luck to bears indeed 🚀🚀🚀 I can't recall a time when Bitcoin has traded two significant sized back to back weekly hammer candles like this. If this week closes above 90k. Good luck to the bears. https://t.co/if9n6lBLhV I can't recall a time when Bitcoin has traded two significant sized back to back weekly hammer candles like this. If this week closes above 90k. Good luck to the bears. https://t.co/if9n6lBLhV"
X Link 2025-03-05T22:32Z [----] followers, 14.2K engagements
"@emilyxxie Stunning Emily Congratulations"
X Link 2025-03-06T09:21Z [----] followers, [--] engagements
"@fundstrat thinks we are bottoming: @MarkNewtonCMT is back in on crypto. Bullish 🚀🚀🚀 Video: Macro Minute: Weak Feb ADP jobs might be harbinger of a weak Fri jobs report = return of Fed Trump put via @fs_insight https://fsinsight.com/macro-strategy/macro-minute/2025/03/05/video-macro-minute-weak-feb-adp-jobs-might-be-harbinger-of-a-weak-fri-jobs/ https://fsinsight.com/macro-strategy/macro-minute/2025/03/05/video-macro-minute-weak-feb-adp-jobs-might-be-harbinger-of-a-weak-fri-jobs/"
X Link 2025-03-06T12:09Z [----] followers, 26.9K engagements
"For all those who have either overdosed on @saylor podcasts or who have turned bearish on $MSTR I recommend @natbrunell s interview with Simon @gerovich the founder and CEO of @Metaplanet_JP in Japan. Simon passed through America last week and I was lucky enough to spend time with him. He has a very compelling #Bitcoin $BTC story and a wonderful personal style. Metaplanet is a Bitcoin Treasury Company. Founder and CEO Simon @gerovich sat down with me for his very first podcast to discuss @Metaplanet_JP's story following @Strategy & @Saylor's playbook companies adopting Bitcoin and more."
X Link 2025-03-08T10:56Z [----] followers, 44.2K engagements
"Smart analyst @Jamie1Coutts becomes table-pounding bull on $BTC and $MSTR in his latest excellent report Also covers altcoins for those who invest in them. 🚀🚀🚀. Macro is first [--] mins then $MSTR Coutts Reports: New Dashboard and Market Signals https://app.realvision.com/video/coutts-reports-new-dashboard-and-market-signals https://app.realvision.com/video/coutts-reports-new-dashboard-and-market-signals"
X Link 2025-03-08T12:32Z [----] followers, [----] engagements
"Never hold discussions with the monkey when the organ grinder is in the room. Winston Churchill"
X Link 2025-03-08T12:48Z [----] followers, 13.6K engagements
"Superb interview today. Note @saylors important quantitative comparison of the various products for investors. $MSTR @Strategy @CNBC $BTC $STRK $BMAX provides retail and institutional investors with exposure to convertible bonds from companies like $MSTR $MARA and $RIOT that utilize Bitcoin as a Treasury Reserve Asset. https://t.co/Jc4SO1VZK1 $BMAX provides retail and institutional investors with exposure to convertible bonds from companies like $MSTR $MARA and $RIOT that utilize Bitcoin as a Treasury Reserve Asset. https://t.co/Jc4SO1VZK1"
X Link 2025-03-14T18:32Z [----] followers, [----] engagements
"Unfortunately it has begun. 👀👀👀 No one is paying what they used toIf you dont like it theres [--] people behind you theyre going to call right afterward. https://www.wsj.com/lifestyle/careers/salary-deflation-workers-new-jobs-0b2e1a1fst=2PB3DM https://www.wsj.com/lifestyle/careers/salary-deflation-workers-new-jobs-0b2e1a1fst=2PB3DM"
X Link 2025-03-17T06:12Z [----] followers, [---] engagements
"Educators who incorporate #AI into their teaching and assignments can successfully shift it from a tool students use without disclosure to a fully integrated guided part of their learning process. Says @sama of @OpenAI s VP education https://www.wsj.com/tech/ai/chatgpt-ai-cheating-students-97075d3cst=8unmbe https://www.wsj.com/tech/ai/chatgpt-ai-cheating-students-97075d3cst=8unmbe"
X Link 2025-03-17T06:35Z [----] followers, [---] engagements
"Congratulations to @JasonYanowitz and @MikeIppolito_ of @Blockworks_ for this coup and for their tremendous success at this years Digital Asset Summit in NYC @saylor @realDonaldTrump Digital assets are up and to the right 🚀🚀🚀🚀🚀 @1RTPartners @DTAPCAP NEW: President Trump and Michael Saylor to speak at a #Bitcoin and crypto conference today 👀 https://t.co/ANL9mL2kqf NEW: President Trump and Michael Saylor to speak at a #Bitcoin and crypto conference today 👀 https://t.co/ANL9mL2kqf"
X Link 2025-03-20T10:14Z [----] followers, [----] engagements
"Great to have @Z06Z07 join the @1RTPartners party last night at the Digital Asset Summit Grain of Salt is a magnetic party guest and a truly exceptional dinner partner. Nice to have him back in the arena as we watch @saylor and @realDonaldTrump at the Summit today. #Bitcoin $MSTR"
X Link 2025-03-20T12:43Z [----] followers, [----] engagements
"While we appreciate your recent ground breaking leadership in orange pilling the United States for $BTC @saylor we are thrilled to have you back in the $MSTR arena especially at these prices @Strategy #Bitcoin Needs more Orange. https://t.co/BRyWs1ey80 Needs more Orange. https://t.co/BRyWs1ey80"
X Link 2025-03-23T15:03Z [----] followers, [----] engagements
"@dotkrueger is right. I once was flying back to NYC from a foreign country and was sitting in the Admirals Club for American Airlines. Also there was an art collector I recognized and knew to be worth billions. I greeted him and asked what he was doing. Incredulous he replied Why I am flying home of course what about you What does a Billion dollars get you - not a better car than a Porsche [---] or a Tesla S - not a better hotel than a Four Seasons - not a better laptop than a MacBook Pro - not a better restaurant than l'ami Louis in Paris We're basically talking private jets gawdy yachts and"
X Link 2025-03-27T00:03Z [----] followers, [---] engagements
"My then colleagues and I sold this painting @Sothebys back in the day. @dotkrueger might like it better if he saw it in person as it is quite striking. But mostly it has magnificent narrative. Moral of the story: things are worth what we say they are; and narrative drives the price. Whats true for #Basquiat is true for #Bitcoin You could afford this. (110 million). Doesn't do anything for me. But hey to each his own. https://t.co/pZjtLhUDMQ You could afford this. (110 million). Doesn't do anything for me. But hey to each his own. https://t.co/pZjtLhUDMQ"
X Link 2025-03-27T00:10Z [----] followers, [----] engagements
"Just got to this one by @PrestonPysh and @Croesus_BTC Superb overview of $MSTR $STRK $BTC. Plenty of depth even for a #Bitcoin maxi. Also Jesse is working on a banger new paper that he describes near the end so dont miss that. Bullish 🚀🚀🚀 Today @Croesus_BTC & @PrestonPysh discuss MicroStrategys preferred stock offering Bitcoins rising role in corporate strategy macroeconomic shifts and more Watch it here: https://t.co/osEeCbSD7z https://t.co/70iDnnlbE1 Today @Croesus_BTC & @PrestonPysh discuss MicroStrategys preferred stock offering Bitcoins rising role in corporate strategy macroeconomic"
X Link 2025-04-05T15:34Z [----] followers, 20.2K engagements
"Must watch video of @APompliano interviewing @jvisserlabs sifts signal from loud noise: $BTC #Bitcoin #tariffs @federalreserve $MSTR #mag7. TLDR: strong empirical case to be bullish. 🚀🚀🚀🚀 https://youtu.be/x8jUQ0VNH_w https://youtu.be/x8jUQ0VNH_w"
X Link 2025-04-06T13:54Z 14.1K followers, [----] engagements
"👀 Either @saylor slept in and is running late this morning or he decided not to share his orange dot chart or $MSTR bought much less $BTC than some thought this week. Implications for $BTC versus $QQQ divergence hypotheses Maybe #Bitcoin is decoupling Bullish 🚀"
X Link 2025-04-06T14:00Z [----] followers, [----] engagements
"#NewProfilePic. Seemed like a better image to start another crazy week"
X Link 2025-04-06T15:42Z [----] followers, [----] engagements
"$BTC is rolling over now and Tokyo is still asleep. When it opens Japan should catch up (down) to US markets from Friday. But watch those credit spreads: thats where all the action will be this week. The three cars are accelerating toward the crash point on this game of chicken and the weak link is when something in the financial system breaks"
X Link 2025-04-06T18:39Z [----] followers, [----] engagements
"Same with this one. More evidence reckoning has begun. 👀👀 @unusual_whales If they own $BTC or $MSTR expect them to sell those too. When the margin broker calls not even you favorite office chair is beyond selling. @federalreserve needs to watch closely now. BREAKING: Hedge funds are facing Lehman-style margin calls due to the market crash triggered by President Donald Trump's tariffs per DailyMail BREAKING: Hedge funds are facing Lehman-style margin calls due to the market crash triggered by President Donald Trump's tariffs per DailyMail"
X Link 2025-04-06T18:46Z [----] followers, [----] engagements
"@WhalePanda Reports of margin calls by hedge funds: if true they need to sell anything at all to raise money for Monday"
X Link 2025-04-06T18:48Z [----] followers, [----] engagements
"Worth keeping in mind that taxes for US individuals are due in [--] trading days. Anyone concerned about their asset prices rolling over badly this week and also owing the US Govt from last years bull market has an incentive to move to cash right now to cover that liability"
X Link 2025-04-06T19:28Z [----] followers, [----] engagements
"Is China sending a message that it will not blink That is by selling enough treasuries to get the Oval Offices attention It's like something snapped on Friday morning. https://t.co/O56XTkJL87 It's like something snapped on Friday morning. https://t.co/O56XTkJL87"
X Link 2025-04-07T19:18Z [----] followers, [----] engagements
"@RaoulGMI and @BittelJulien share absolutely everything necessary to nuke the apocalyptic and false tariff narratives flying around (my own included). This is the one hour (more on @RealVision ) every investor needs to watch. Bullish 🚀🚀🚀 $BTC $QQQ #bananazone #XmasinApril In case you missed it.we break down the macro big picture the business cycle liquidity cycle sentiment historical parallels and the technicals in one video to tie it all together so you can understand what is happeing why and what is likely to happen. In case you missed it.we break down the macro big picture the business"
X Link 2025-04-07T23:48Z [----] followers, [---] engagements
"We interrupt our regularly scheduled programming on #tariffs $BTC #AI and the end of the world to share that @colossal has literally resurrected the Dire Wolf Now that is something to REALLY lose our minds over SOUND ON. Youre hearing the first howl of a dire wolf in over [-----] years. Meet Romulus and Remusthe worlds first de-extinct animals born on October [--] [----]. The dire wolf has been extinct for over [-----] years. These two wolves were brought back from extinction using https://t.co/wY4rdOVFRH SOUND ON. Youre hearing the first howl of a dire wolf in over [-----] years. Meet Romulus and"
X Link 2025-04-08T01:04Z [----] followers, [----] engagements
"One other thing worth noting today is the precipitous drop in $MSTR $TSLA and $PLTR at the end of the trading day. In the case of $MSTR for example the shares fell six times more than $IBIT did today. While I agree volatility is vitality that performance difference is a $BTC decoupling long predicted by $MSTR bears. I am reminded of something a very smart market observer told me not long ago: viz. he thinks the trading at the close of business on stocks with dedicated leveraged ETFs may be heavily influenced by orders from the leveraged ETFs themselves who need to true up their order books"
X Link 2025-04-08T22:32Z [----] followers, [----] engagements
"👀👀👀 A massive shift is underway. https://t.co/JTQaG2z54R A massive shift is underway. https://t.co/JTQaG2z54R"
X Link 2025-04-09T15:26Z [----] followers, [----] engagements
"In times of uncertainty Meditations are critical. #Bitcoin $BTC"
X Link 2025-04-10T22:15Z [----] followers, [----] engagements
"My dear friend @DariusAryaDigs and I were walking back from dinner and he pointed to a bus stop and said thats where Julius Caesar was stabbed. No joke And he meant it. Darius is the GOAT Give him a follow"
X Link 2025-04-11T03:29Z [----] followers, [----] engagements
"Hmmm USD is falling because Japan is selling US Treasuries. Which makes the Yen rise in relation to the Chinese Yuan. So China has room to reinflate its economy. US Treasuries spiking as Japan sells but @federalreserve stands ready to deal with that problem by buying them if necessary. And inflation plunging. This sounds EXACTLY like what @RaoulGMI and @BittelJulien have been assuring us would happen for months despite how crazy it sounded If true this is the greatest macro call ever. $BTC 🚀 #bananazone 🍌"
X Link 2025-04-11T07:45Z [----] followers, 89.7K engagements
"Wow Spring has finally sprung in Switzerland as recently cautious @stackhodler has turned very bullish on $BTC Says both @realDonaldTrump and @federalreserve blinked and this last week will look like a generational buying opportunity by this fall.🔥🔥🚀🚀 We just experienced the most chaotic week in markets since [----]. Pure carnage across all asset classes. And Bitcoin bottomed at $75K. A price that many of us were dreaming of just [--] years ago during the covid panic. Now we're back at $85K as both the Fed and Trump have made it https://t.co/Vy0Zot7pKH We just experienced the most chaotic week"
X Link 2025-04-13T07:48Z [----] followers, [----] engagements
"Great to spend a recent afternoon with my friend and world class scholar of all things Rome and Roman @DariusAryaDigs Art lovers will find a trove of Renaissance greats in the palace plus a stunning garden. Palazzo Colonna open to the public every weekend https://t.co/NZPqUaqbCg Palazzo Colonna open to the public every weekend https://t.co/NZPqUaqbCg"
X Link 2025-04-13T10:25Z [----] followers, [----] engagements
"Incredible Sunday update from @jvisserlabs on all things #macro #tariffs #ai #bitcoin $BTC. Markets will be very tricky but Fed and Trump puts solidly in place and we are going higher. Bullish for $BTC 🚀🚀🚀🔥🔥 🌍 Its the end of the world as we know it. 📉 The basis trade blew up. 💥 Treasuries lost safe haven status. 🚫 Bond Put = Stock Put 🤖 AI rises. Bitcoin ascends. 📈 Bond Volatility is the new normal. 🎥 Watch here: https://t.co/YDibQ5wwLH https://t.co/m2SXd9i9dH 🌍 Its the end of the world as we know it. 📉 The basis trade blew up. 💥 Treasuries lost safe haven status. 🚫 Bond Put ="
X Link 2025-04-13T14:22Z 10.6K followers, [----] engagements
"Incredible Sunday update from @jvisserlabs on all things #macro #tariffs #ai #bitcoin $BTC. Markets will be very tricky but Fed and Trump puts solidly in place and we are going higher. Bullish for $BTC 🚀🚀🚀🔥🔥 🌍 Its the end of the world as we know it. 📉 The basis trade blew up. 💥 Treasuries lost safe haven status. 🚫 Bond Put = Stock Put 🤖 AI rises. Bitcoin ascends. 📈 Bond Volatility is the new normal. 🎥 Watch here: https://t.co/YDibQ5wwLH https://t.co/m2SXd9i9dH 🌍 Its the end of the world as we know it. 📉 The basis trade blew up. 💥 Treasuries lost safe haven status. 🚫 Bond Put ="
X Link 2025-04-13T17:53Z 10.6K followers, [----] engagements
"Interesting comments by former Treasury Secretary and Fed Chair Janet Yellen just now on whether Chinese or Japanese are likely sellers of US Treasuries. Her reply: China is unlikely; no mention of Japan. Oversight @andrewrsorkin @CNBC 👀"
X Link 2025-04-14T12:05Z [----] followers, [----] engagements
"Yesterday I listened to and shared the @dgt10011 interview with @saylor of @Strategy. Then heard from @penny_ether who shared his below analysis. Recall that I quoted @saylor as saying that his balance sheet is productive just as it is viz. without doing anything complicated such as to generate fiat yield. Well folks if the attached analysis and math are correct and btw I had Grok review and confirm them as sound before this post then longterm shareholders in $MSTR may need for (1) @saylor to change his mind about using his balance sheet assets productively; (2) @penny_ether to be wrong; (3)"
X Link 2025-04-20T20:00Z [----] followers, 30.1K engagements
"And in the category of really smart #macro and #crypto $BTC writers to follow here is my @1RTPartners @10TFund partner and founder @DTAPCAP This data is just a debacle. Fed asleep at wheel again. Need monetary ease with lower rates and or lower usd to offset what is likely the largest fiscal tightening on record. Expectation of monetary liquidity driving gold of course and now bitcoin and next the DAE. 🚀 🚀 https://t.co/RRwk1mvz4V This data is just a debacle. Fed asleep at wheel again. Need monetary ease with lower rates and or lower usd to offset what is likely the largest fiscal tightening"
X Link 2025-04-23T01:30Z [----] followers, [----] engagements
"What would you say or do to avoid having to follow this guys opening speech at the superb @BitwiseInvest conference on #Bitcoin in NYC @saylor @Strategy $MSTR $BTC I will start:👇"
X Link 2025-04-25T02:40Z [----] followers, [----] engagements
"Great substack dropped by @crossbordercap s Michael Howell this morning. TLDR: 1) pace of monetary inflation represents true hurdle rate for investors not Fed policy rate; 2) monetary inflation rate has been 10.1% CAGR since [----] (hmmm where did we hear that number before @TimKotzman ); 3) #Bitcoin is highly sensitive to global liquidity with beta over last [--] months of 6x. More great stuff here but sorry folks you will need to subscribe (as I do). Bullish $BTC 🚀🚀 👇"
X Link 2025-04-27T13:31Z [----] followers, [---] engagements
"👀👀👀. Warning everyone @Checkmatey has now gone full on 🐂 joining @jvisserlabs and @RaoulGMI with @BittelJulien NFA but this is not the kind of $BTC set up that I would try to short. Very Bullish 🚀🚀🚀🚀🔥🔥🔥#dftu #bananazone You love to see it.👇 Disbelief Squeeze. You love to see it. My latest Bitcoin market update should be hitting @_checkonchain subscriber inboxes. Link 👇 https://t.co/Cu3DqqHS0x Disbelief Squeeze. You love to see it. My latest Bitcoin market update should be hitting @_checkonchain subscriber inboxes. Link 👇 https://t.co/Cu3DqqHS0x"
X Link 2025-05-02T09:19Z 11.4K followers, [----] engagements
"@dgt10011 drops a banger must read piece on a Friday night for any current or prospective $MSTR or $SMLR or other $BTC treasury company investors. @MSTRTrueNorth @Strategy @saylor 1/ A thread for those serious about understanding real BTC exposure🧵 🚨 Why BTC per Share is a nuanced metric ⚠ How Bitcoin Yield could be misunderstood 🔥 And how to evaluate BTC-exposed stocks like $MSTR and $SMLR using a new metric Volatility Per BTC Share (VPBS) 1/ A thread for those serious about understanding real BTC exposure🧵 🚨 Why BTC per Share is a nuanced metric ⚠ How Bitcoin Yield could be"
X Link 2025-05-03T01:47Z [----] followers, [----] engagements
"I realize the @Strategy earnings call was an unprecedented two hours() but it was also a master class on the emerging architecture of finance in a #Bitcoin world. Everyone benefits from listening to the entire call no matter how familiar with the company. I once heard it said that @saylor has a 15% chance of becoming the wealthiest person in the world; based on this earnings call that number is up to 25%. $MSTR $BTC Join our livestream for a discussion of Q1 financial results including a review of $MSTR $STRK $STRF and Convertible performance; a tutorial on our BTC metrics models and methods;"
X Link 2025-05-03T21:59Z [----] followers, 23K engagements
"Several asked for a summary of the @Strategy $MSTR earnings call especially as it was technical and required math to follow. I enlisted chatGPT Deep Research to summarize [--] key takeaways and of course no financial advice TLDR:👇"
X Link 2025-05-04T13:52Z [----] followers, 39.6K engagements
"3) Management asserts that intelligent capital structuring when done above NAV can outperform $BTC ownership over time👇"
X Link 2025-05-04T13:52Z [----] followers, [----] engagements
"4) All equity issuance is executed when the stock trades at a premium to the companys $BTC net asset value supporting existing shareholders👇"
X Link 2025-05-04T13:52Z [----] followers, [----] engagements
"5) Strike (8% convertible preferred) and strife (10% perpetual preferred) offer fixed returns without diluting common equity holders. (How the convertible preferred is unlikely to dilute common shareholders is technical and best reviewed in the earnings call itself.)👇"
X Link 2025-05-04T13:52Z [----] followers, [----] engagements
"10) The core focus remains on increasing $BTC per share over time while retaining prudent capital allocation👇"
X Link 2025-05-04T13:52Z [----] followers, [----] engagements
"11) Under its expanded 42-42 capital plan @Strategy has already raised $20.9 Billion in equity and $6.4 Billion in fixed income competing 32% of its $84 Billion by early 2025👇"
X Link 2025-05-04T13:52Z [----] followers, [----] engagements
"13) All $BTC holdings are unencumbered none has been pledged loaned out or used as collateral preserving balance sheet strength. 👇"
X Link 2025-05-04T13:52Z [----] followers, [----] engagements
"14) The company created its own $BTC based credit risk framework to evaluate its instruments more accurately than traditional models allow👇"
X Link 2025-05-04T13:52Z [----] followers, [----] engagements
"👀👀👀👀 good question @IIICapital Traditional finance minds obsess over cash flow cash flow cash flow but never stop to ask what is cash Traditional finance minds obsess over cash flow cash flow cash flow but never stop to ask what is cash"
X Link 2025-05-04T14:15Z [----] followers, [----] engagements
"The Oracle of Omaha just said the quiet part out loud (monetary debasement from bad fiscal policy is what worries him). 👀👀👀 $BTC NEW: Warren Buffett just exposed the truth about money and makes the case for Bitcoin at the Berkshire Hathaway annual meeting. "Fiscal policy is what scares me in the U.S." The natural course of government is to make the currency worth less over time. "They devalue it at https://t.co/39DdeDxdux NEW: Warren Buffett just exposed the truth about money and makes the case for Bitcoin at the Berkshire Hathaway annual meeting. "Fiscal policy is what scares me in the"
X Link 2025-05-04T20:32Z [----] followers, [----] engagements
"The @MSTRTrueNorth team goes global in Florida at @Strategy s conference. Hard to believe these kid analysts pulled off a conference with a room full of people from all over the world but they sure did. Congratulations to all of them. @PunterJeff @MasonFoard @Adrian_R_Morris @BenWerkman @hillery_dan @Z06Z07 @nithusezni @TimKotzman"
X Link 2025-05-05T19:36Z [----] followers, 25.8K engagements
"Tonight at @Strategy s conference I had the opportunity to meet CFO Andrew Kang. Of course I complimented him on $MSTR s recent earnings call and he impressed me further with his sharp mind clarity of strategic focus and deep experience. Great to see a strong team here and special thanks to @ejuline for his indispensable advocacy role"
X Link 2025-05-06T02:13Z [----] followers, [----] engagements
"Great to visit @TurkeyBeaver for lunch. I could not stay long because he was VERY busy @SpaceX yesterday (as I saw from my hotel room balcony later that evening along with the @MSTRTrueNorth gang attending the @Strategy conference in Orlando). 🚀🚀🚀"
X Link 2025-05-07T10:14Z [----] followers, [----] engagements
"Coinbase Global agrees to acquire Deribit the worlds biggest trading platform for bitcoin and ether options for roughly $2.9 billion https://www.wsj.com/finance/currencies/coinbase-strikes-2-9-billion-deal-for-major-crypto-options-platform-a87ca4b3st=UNEtEX https://www.wsj.com/finance/currencies/coinbase-strikes-2-9-billion-deal-for-major-crypto-options-platform-a87ca4b3st=UNEtEX"
X Link 2025-05-08T15:16Z [----] followers, [----] engagements
"On my mind this morning 1) ETFs proliferating that acquire $BTC 2) companies popping up everywhere to issue fixed income securities or their shares to acquire $BTC 3) more sovereign entities acquiring stakes in these companies or in ETFs that acquire $BTC 4) more ETFs acquiring companies that issue fixed income securities or their shares to acquire $BTC 5) multiplying derivatives traders selling the volatility of companies who acquire $BTC 6) more voices extolling the virtues of and the differentiation among the companies acquiring $BTC 7) underpinning all is $BTC a finite asset Based on"
X Link 2025-05-13T10:27Z 10.1K followers, 64.8K engagements
"Jordi does another great podcast yesterday with Pomp and it is aptly named: If you Miss this Bitcoin Run Dont Say You Werent Told @jvisserlabs @APompliano Bullish 🔥🔥🔥🔥 $BTC 🚀🚀🚀🚀 As people continue get distracted by tariffs and soft vs hard data AI is driving the economy and stock markets. On this week's video Pomp and I cover it in detail. If You Miss This Bitcoin Run Dont Say You Werent Told https://t.co/wvYuXnGGzd via @YouTube Podcast: As people continue get distracted by tariffs and soft vs hard data AI is driving the economy and stock markets. On this week's video Pomp and I cover"
X Link 2025-05-17T20:47Z [----] followers, [----] engagements
"Good fact-based post here from @ryQuant @Strategy $MSTR $IBIT $MSTR priced in $IBIT Review -MSTR up 215% since BTC ETF Launch -Current level above March [----] high -Nonlinear up moves followed by a range To suggest that @Strategy's execution (including ATM activity) has been disappointing is to be divorced from reality. https://t.co/AIUjPZlImP $MSTR priced in $IBIT Review -MSTR up 215% since BTC ETF Launch -Current level above March [----] high -Nonlinear up moves followed by a range To suggest that @Strategy's execution (including ATM activity) has been disappointing is to be divorced from"
X Link 2025-05-22T19:13Z [----] followers, [----] engagements
"Deep analysis of @Strategy by @matthew_sigel and @Patrick_Bush_VE of @vaneck_us TLDR: this one describes speculative opportunities but the full range of risks for investors in $MSTR $STRK $STRV are nuanced and definitely not for everyone. Very timely measured. Not bullish. 👀👇 MSTRs NAV Premium is a Crypto Reactor that powers MSTR. The Premium fuels equity value through a recursive loop where volatility and Bitcoin exposure attract investor capital enabling further BTC accumulation that amplifies the Premium. Our take on the durability MSTRs NAV Premium is a Crypto Reactor that powers MSTR."
X Link 2025-05-23T17:21Z 13.8K followers, [----] engagements
"With the many on X and podcasts covering $BTC $IBIT $MSTR $STRK it might be helpful to create an automated shareholder return dashboard to save me and others from doing this manually (maybe @Strategy could add it to its already excellent dashboard Or @MSTRTrueNorth could calculate and present it weekly). Note that $STRK below excludes dividend payments so that would need to be corrected. I recall that @saylor and @digitalphong have in the past said they aim for a 2x return to common shareholders versus $BTC but I dont recall a specific time frame over which to measure that; nor do I"
X Link 2025-05-24T13:07Z [----] followers, [---] engagements
"With the many on X and podcasts covering $BTC $IBIT $MSTR $STRK it might be helpful to create an automated shareholder return dashboard to save me and others from doing this manually (maybe @Strategy could add it to its already excellent dashboard Or @MSTRTrueNorth could calculate and present it weekly). Note that $STRK below excludes dividend payments so that would need to be corrected. I recall that @saylor and @digitalphong have in the past said they aim for a 2x return to common shareholders versus $BTC but I dont recall a specific time frame over which to measure that; nor do I"
X Link 2025-05-24T13:08Z [----] followers, [---] engagements
"With the many on X and podcasts covering $BTC $IBIT $MSTR $STRK it might be helpful to create an automated shareholder return dashboard to save me and others from doing this manually (maybe @Strategy could add it to its already excellent dashboard Or @MSTRTrueNorth could calculate and present it weekly). Note that $STRK below excludes dividend payments so that would need to be corrected. I recall that @saylor and @digitalphong have in the past said they aim for a 2x return to common shareholders versus $BTC but I dont recall a specific time frame over which to measure that; nor do I"
X Link 2025-05-24T13:08Z 10K followers, 22.3K engagements
"Jordi doesnt take the holiday weekend off for a second in this superb video. On $BTC @jvisserlabs is more bullish even than @Glad_trades or @MSTRTrueNorth U will be [--]. Watch Will a Bond Collapse Crash Equities and Send Bitcoin Soaring via @YouTube https://youtu.be/4TROpoMYjxsfeature=shared https://youtu.be/4TROpoMYjxsfeature=shared"
X Link 2025-05-25T14:17Z 10K followers, [----] engagements
"It was great to meet up with @huuep and @amandaterry on a quick trip to NYC. Key things on our mind were what creates value in digital art work. Obviously appearance scarcity and narrative drive price but the question on my mind is whether art can be built on an underlying digital store of value in a way that is akin to painting on a digital canvas. The analogy is to Casascius coins. $BTC I think the OCM community has a vital role to play in the future of digital art. Meeting to discuss how to grow Art on Bitcoin with OCM community member and former CEO of Sothebys Tad Smith 🔥"
X Link 2025-06-06T21:49Z 10.1K followers, 20.1K engagements
"Fresh off @saylors banger interview with @jordanbpeterson and approaching the half-year mark I wonder how $MSTR is performing versus $IBIT $IBIT YTD return is 17.4% $MSTR YTD return is 35% or 2x May weakness of $MSTR (Latest month is -6% vs +6% $IBIT) aside @Strategy is delivering on promises"
X Link 2025-06-11T13:18Z 10.2K followers, [----] engagements
"Great to spend time with @TimKotzman talking about treasury company strategies. I mention (of course) $MSTR $MTPLF and surprisingly to $BTC maxis $SBET and $ETH. @tadtweets on The Bitcoin Treasuries Podcast ⚡ Tad Smith @tadtweets on The Bitcoin Treasuries Podcast ⚡ Tad Smith"
X Link 2025-06-13T18:37Z 10.1K followers, [----] engagements
"This [--] minutes by @jvisserlabs dropped this morning and was a mind-bending update on #AI and $BTC and #crypto. True signal and alpha here. Happy Fathers Day Will the Israel-Iran Conflict Crash Markets Or Will AI Keep the Bull Al. via @YouTube https://youtu.be/5ee25twfIUUfeature=shared https://youtu.be/5ee25twfIUUfeature=shared"
X Link 2025-06-15T15:06Z 10.1K followers, [----] engagements
"On a 5-day and one month basis $MSTR has underperformed $BTC. It slightly edges out $IBIT over three months but $MSTR is solidly twice the $IBIT returns on a YTD and one-year basis. Despite recent chop (well predicted by you @JoshMandell6) @Strategy is delivering the goods. So I have stated that I believe the second half of June will deliver us yet another green monthly candle (so far so good . see chart . yes that's @saylor). If true $MSTR can clear the earnings hurdle and when the market starts to sniff that out the last days of this https://t.co/drcbevXn9y So I have stated that I believe"
X Link 2025-06-16T20:44Z 10.2K followers, [----] engagements
"I still believe that the mNAV compression at $MSTR whether resulting from narrative fatigue or volatility bleeding out into other securities/BTCs or the force of gravity and large numbers will nudge @saylor and @digitalphong to innovate again with respect to the $BTC horde on @Strategy s balance sheet. They have already pivoted and improvised numerous times to bring us to current success. If the multiplying preferreds dont rev up $MSTR s implied volatility and the shares dont perform at 2x $IBIT then look for this smart management to pivot again and deploy their $BTC in ways other than by"
X Link 2025-06-18T22:56Z 10.2K followers, [----] engagements
"@ethereumJoseph is very smart and probably correct here but one of the best aspects of your report @VivekVentures was that it created a coherent narrative for how and why $ETH deserves a second look as having value as a form of digital capital: not so much in competition with $BTC; rather as a complement to it. Now reasonable people can disagree on that point but what is absolutely clear to me is that the narrative building around $ETH has been a tiny fraction of the sheer brilliance from the $BTC maxis. In other words the last thing your report needed was a fuzzy appeal to human values to"
X Link 2025-06-19T12:03Z 10.2K followers, [---] engagements
"Thoughtful post by @stonychambers for $IBIT $BTC and $MSTR investors. Explains why implied volatility is falling across the board and how to respond. TLDR: expect long periods of very boring price action punctuated by explosive moves (mostly up). Patience required here. $BTC and $MSTR volatility is really messed up right now. Some trade thoughts🧵 I'll try to keep this short but this really ought to be a very long essay or video. Maybe one coming soon. TLDR - upside vol is getting very cheap because of systemic call selling on Bitcoin ( $IBIT $BTC and $MSTR volatility is really messed up"
X Link 2025-06-20T06:30Z 10.2K followers, [----] engagements
"This podcast (in the thread 👇) is superb. [--] mins in @Checkmatey gives one of the most insightful views of @Strategy that I have heard. Bullish $MSTR and $BTC. @digitalphong @saylor As both speakers are from Down Under expect lots of conjugated F-bombs. 😂🔥🔥🔥🔥@seanclarke911 G'day mates Omega-grade podcast ripped with my mate @seanclarke911 on market manipulation. Two Aussie Bitcoiners in their natural habitat G'day mates Omega-grade podcast ripped with my mate @seanclarke911 on market manipulation. Two Aussie Bitcoiners in their natural habitat"
X Link 2025-06-23T21:00Z 10.2K followers, [----] engagements
"Congrats to @_pgauthier and the talented @Ledger team on this very innovative new marketing strategy Bullish🔥🔥🔥 San Antonio Spurs Partner with Digital Asset Security Leader Ledger in New Global Jersey Patch Deal San Antonio Spurs https://spurs.com/news/san-antonio-spurs-partner-with-digital-asset-security-leader-ledger-in-new-global-jersey-patch-deal https://spurs.com/news/san-antonio-spurs-partner-with-digital-asset-security-leader-ledger-in-new-global-jersey-patch-deal"
X Link 2025-06-24T23:12Z 10.2K followers, [----] engagements
"Nothing like a green candle on $MSTR to pay for Pennys new haircut Thank you @saylor and @digitalphong for doing the hard work so shareholders dont have to @Strategy 🔥🚀"
X Link 2025-06-25T18:19Z 10.2K followers, [----] engagements
"Some suggest that borrowing against your $BTC to buy a house is a good idea. Others argue that borrowing against your house to buy $BTC is a better one. 👀👀🔥🔥 After significant studying and in keeping with President Trumps vision to make the United States the crypto capital of the world today I ordered the Great Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset for a mortgage. SO ORDERED https://t.co/Tg9ReJQXC3 After significant studying and in keeping with President Trumps vision to make the United States the crypto capital of the world today I"
X Link 2025-06-25T22:28Z 10.2K followers, 14.3K engagements
"Family reunions are a wonderful chance to learn how the young are thinking especially the college educated smart ones and I was surprised at how controversial my own view with them was Here is what I argued: 1/ In [----] the U.S. abandoned the gold standard. The dollar became untethered from value. Ever since the money supply has grown exponentiallyand so has inequality. 2/ When the Fed prints the rich win. Why Because they own the assets that inflate: Stocks Real estate Private equity Art Everyone else gets wages debt and rent. 3/ Youre not falling behind because youre lazy. Youre falling"
X Link 2025-06-28T04:32Z 10.2K followers, 12.1K engagements
"Spent the holiday weekend orange-pilling my extended family on $BTC. Here are the main messages that seemed to make the most progress 👇 Youre not crazy. Your dollars buy less. Assets are harder to reach. Your balanced portfolio underperforms reality. CPI is the wrong measure. Youre being diluted by design. Since [----] M2 has grown 7.1% annually. But total system liquidityincluding QE bank reserves Treasury flows and shadow credithas expanded closer to 911% annually since [----]. Most of that money flows into assetshousing stocks college tuition healthcarenot into groceries. CPI barely registers"
X Link 2025-07-06T09:36Z 10.5K followers, 25K engagements
"$14 billion Is that all😂 $MSTR @Strategy @saylor @digitalphong $BTC 🚀 $MSTR Reports $14 Billion in Total Bitcoin Fair Value Appreciation in Q2 [----] https://t.co/DVxLsZTvEN $MSTR Reports $14 Billion in Total Bitcoin Fair Value Appreciation in Q2 [----] https://t.co/DVxLsZTvEN"
X Link 2025-07-07T12:07Z 10.3K followers, [----] engagements
"@Strategy is firing on all cylinders and these guys are total pros. Great investor presentation Bullish 🔥🔥🔥🚀🚀🚀 $MSTR @saylor @digitalphong Strategy Announces $4.2 Billion $STRD At-The-Market Program. https://t.co/aeHiXEhFkK Strategy Announces $4.2 Billion $STRD At-The-Market Program. https://t.co/aeHiXEhFkK"
X Link 2025-07-07T13:44Z 10.3K followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing