#  @under_____taker Under Takerβ’οΈ Under Takerβ’οΈ posts on X about $btc, $mstr, $strc, bitcoin the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1358070639844753410/interactions)  - [--] Week [-------] +2,736% - [--] Month [-------] +1,439% - [--] Months [-------] +44,491% ### Mentions: [--] [#](/creator/twitter::1358070639844753410/posts_active)  - [--] Months [---] +2,960% ### Followers: [---] [#](/creator/twitter::1358070639844753410/followers)  - [--] Week [---] +3.40% - [--] Month [---] +7% - [--] Months [---] +450% ### CreatorRank: [---------] [#](/creator/twitter::1358070639844753410/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [finance](/list/finance) [currencies](/list/currencies) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [exchanges](/list/exchanges) [celebrities](/list/celebrities) [nba](/list/nba) [social networks](/list/social-networks) **Social topic influence** [$btc](/topic/$btc) #1898, [$mstr](/topic/$mstr) #463, [$strc](/topic/$strc) #123, [bitcoin](/topic/bitcoin), [bear](/topic/bear), [balance sheet](/topic/balance-sheet), [mstr](/topic/mstr), [model](/topic/model), [in the](/topic/in-the), [atm](/topic/atm) #409 **Top accounts mentioned or mentioned by** [@strategy](/creator/undefined) [@adrianrmorris](/creator/undefined) [@btcoptioneer](/creator/undefined) [@adrian](/creator/undefined) [@punterjeff](/creator/undefined) [@hermeslux](/creator/undefined) [@saylor](/creator/undefined) [@chrismmillas](/creator/undefined) [@hillerydan](/creator/undefined) [@remindmeofthis](/creator/undefined) [@zynxbtc](/creator/undefined) [@lilbernadette](/creator/undefined) [@robinhoodapp](/creator/undefined) [@iiicapital](/creator/undefined) [@grok](/creator/undefined) [@benwerkman](/creator/undefined) [@z06z07](/creator/undefined) [@btcoptioneers](/creator/undefined) [@colintcrypto](/creator/undefined) [@shirishjajodia](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/$btc) [Strategy (MSTR)](/topic/$mstr) [The Official [--] coin (76)](/topic/$76) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [Asset Entities Inc. (ASST)](/topic/$asst) [Apple, Inc. (AAPL)](/topic/$aapl) ### Top Social Posts Top posts by engagements in the last [--] hours "live look at @betmgm tech support" [X Link](https://x.com/under_____taker/status/1364415598503976961) 2021-02-24T03:23Z [--] followers, [--] engagements "@eatdrink75 $MSTR is not a bitcoin miner" [X Link](https://x.com/under_____taker/status/1930273763364614640) 2025-06-04T14:41Z [--] followers, [--] engagements "@MemeChaser55 What percentage do you allocate to $MSTY" [X Link](https://x.com/under_____taker/status/1944740363228598331) 2025-07-14T12:46Z [--] followers, [---] engagements "@hillery_dan @grok Help me understand the formulas in Dan's model for $MSTR price given the inputs" [X Link](https://x.com/under_____taker/status/1952941337214636322) 2025-08-06T03:54Z [--] followers, [---] engagements "@grok @hillery_dan What's the formula for shares outstanding" [X Link](https://x.com/under_____taker/status/1952941966297276456) 2025-08-06T03:57Z [--] followers, [--] engagements "@PunterJeff Jeff - It appears your formula for "BTC price needed for assets Debt + [--] years dividend" excludes the 4yrPrefDiv. I think that scenario price is slightly higher. Thanks for the pod" [X Link](https://x.com/under_____taker/status/1958391652990534030) 2025-08-21T04:52Z [---] followers, [---] engagements "$MSTR has $73.5B worth of $BTC on the balance sheet. Massive collateral with BTC assets that are 8.9x the Debt. $MSTR has enough BTC assets to cover all debt preferred stock [--] years of dividends and weather a 77% $BTC drawdown to $27K USD/BTC. π I like this stock. 2/3π§΅" [X Link](https://x.com/under_____taker/status/1958984188205691034) 2025-08-22T20:06Z [---] followers, [--] engagements "How does @saylor get the pref offerings rated Seems to be the unlock on the $300 Trillion Fixed Income Market. $MSTR Nice thread from @BTCBULLRIDER 5/ MSTR's TAM = $300 Trillion Fixed Income Market This is the backdrop almost nobody talks about. The $300+ trillion fixed income market has been in a 40-year bull run. Remember when interest rates fall bond prices rise. And for four decades that meant easy profits. https://t.co/brd2WanMqw 5/ MSTR's TAM = $300 Trillion Fixed Income Market This is the backdrop almost nobody talks about. The $300+ trillion fixed income market has been in a 40-year" [X Link](https://x.com/under_____taker/status/1959235841462841575) 2025-08-23T12:46Z [---] followers, [---] engagements "YTD $MSTR $BTC growth 42% Share growth 13% *Per share BTC exposure (BTC Yield) +26% *Adding BTC faster than shareholder dilution MSTR is undervalued given future BTC Yield & BTC Price. Can you stay solvent longer than the market stays irrational @shirishjajodia @PunterJeff" [X Link](https://x.com/under_____taker/status/1960738457166233670) 2025-08-27T16:17Z [---] followers, [---] engagements "Wait for the cream. @saylor on Common ATM $MSTR @Adrian_R_Morris @lilbernadette @Adrian_R_Morris Here's an even better one to prove @saylor is just skimming the teensiest bit of the cream. Black is pre-existing shares. https://t.co/mWJs8OXZ6A @Adrian_R_Morris Here's an even better one to prove @saylor is just skimming the teensiest bit of the cream. Black is pre-existing shares. https://t.co/mWJs8OXZ6A" [X Link](https://x.com/under_____taker/status/1960903894231572784) 2025-08-28T03:14Z [---] followers, [---] engagements "@Adrian_R_Morris @saylor @lilbernadette Ha Its actually a good analogy. Saylor the milk farmer. Selling the cream to buy more cows. Providing milk to the shareholders. Hell never sell the cows" [X Link](https://x.com/under_____taker/status/1960905049674264750) 2025-08-28T03:19Z [---] followers, [--] engagements "$BTC https://t.co/gGYLRx4yUN https://t.co/gGYLRx4yUN" [X Link](https://x.com/under_____taker/status/1961066428578123970) 2025-08-28T14:00Z [---] followers, [--] engagements "How big is the @MicroStrategy $BTC purchase this week And what are the sources $MSTR $STRF $STRC $STRK $STRD" [X Link](https://x.com/under_____taker/status/1961087720228278648) 2025-08-28T15:25Z [---] followers, [---] engagements "@Adrian_R_Morris @lilbernadette @LongInvestor85 I think @ChrisMMillas made a chart about which Strategy vehicles were tapped over time and how much" [X Link](https://x.com/under_____taker/status/1961102121627176997) 2025-08-28T16:22Z [---] followers, [---] engagements "@Adrian_R_Morris @lilbernadette @LongInvestor85 @ChrisMMillas Yeah I misremembered it as also including common. π" [X Link](https://x.com/under_____taker/status/1961107504836096492) 2025-08-28T16:43Z [---] followers, [--] engagements "@Adrian_R_Morris @lilbernadette @LongInvestor85 @ChrisMMillas I do have a spreadsheet of the numbers from each weekly 8-K filing" [X Link](https://x.com/under_____taker/status/1961107764606112152) 2025-08-28T16:45Z [---] followers, [--] engagements "@PunterJeff @Strategy @saylor Matthew McConaughey to star in the @PunterJeff biopic" [X Link](https://x.com/under_____taker/status/1961462846929428834) 2025-08-29T16:15Z [---] followers, [---] engagements "Interview: https://youtu.be/Tf08Dpc3ezUsi=60l9S4CETikk_ABN&t=1760 https://youtu.be/Tf08Dpc3ezUsi=60l9S4CETikk_ABN&t=1760" [X Link](https://x.com/under_____taker/status/1961515863846392151) 2025-08-29T19:46Z [---] followers, [---] engagements "Strategy achieves a $25B BTC $ Gain on the current 632K stack with a year end BTC price of $135K. $MSTR $BTC Working it out here:" [X Link](https://x.com/under_____taker/status/1961517124158910669) 2025-08-29T19:51Z [---] followers, [---] engagements "@SwoonHusker @PunterJeff You maintain the long term CAGR $BTC conviction in a downturn and therefore if you buy a bear dip you have a more attractive return opportunity. You can use power law as a tool" [X Link](https://x.com/under_____taker/status/1961971243181314284) 2025-08-31T01:56Z [---] followers, [--] engagements "I took a multi-million dollar vacation in [----]. $BTC In [----] $1 bought [------] sats. Today it buys [---]. π https://t.co/DoNJ5Ecntq In [----] $1 bought [------] sats. Today it buys [---]. π https://t.co/DoNJ5Ecntq" [X Link](https://x.com/under_____taker/status/1962134066339475619) 2025-08-31T12:43Z [---] followers, [--] engagements ""Lower your time preference" they say. $MSTR VS $BTC returns π΄ 30D -8.8% VS -5.1% π 90D -13.7% VS +3.5% π‘ YTD +11.5% VS 11.7% π’ 1YR +152.5% VS 83.2% Hold a conviction & achieve a new emotional baseline. @Adrian_R_Morris @BenWerkman @nithusezni @PunterJeff" [X Link](https://x.com/under_____taker/status/1962157723816169669) 2025-08-31T14:17Z [---] followers, [---] engagements "@NitherDither @Adrian_R_Morris @BenWerkman @nithusezni @PunterJeff @grok Explain the rude awakening asserted here" [X Link](https://x.com/under_____taker/status/1962221666333081831) 2025-08-31T18:31Z [---] followers, [--] engagements "Investing in Strategy is like betting on the 1990s Chicago Bulls. Theyre stacking rings. @saylor $MSTR $BTC" [X Link](https://x.com/under_____taker/status/1962518625849692373) 2025-09-01T14:11Z [---] followers, [--] engagements "@mrofwallstreet @GROK enlighten me here" [X Link](https://x.com/under_____taker/status/1962614826104168590) 2025-09-01T20:33Z [---] followers, [---] engagements "It depends on how bipolar Mr. Market feels that day you cash out. So let me get this straight. Since Saylor is stacking more bitcoin using MSTR shares theres more BTC for every MSTR share. So when i cash out MSTR i get more bitcoin than before right So let me get this straight. Since Saylor is stacking more bitcoin using MSTR shares theres more BTC for every MSTR share. So when i cash out MSTR i get more bitcoin than before right" [X Link](https://x.com/under_____taker/status/1965847223582994758) 2025-09-10T18:37Z [---] followers, [---] engagements "Today is a similar $MSTR timeframe as [----] anticipating a string of fed rate cuts (Sep-Dec). No pro-BTC presidential election in [----] but catalysts are: $7T+ funds in money markets BTC legislation Dec S&P [---] inclusion & favorable $BTC price action. @Adrian_R_Morris" [X Link](https://x.com/under_____taker/status/1966141880854524388) 2025-09-11T14:08Z [---] followers, 11.4K engagements "$MSTR mNAV will improve from now through year-end. Even with low-sentiment mNAV the common share price will improve with $BTC. Any traction in the preferred products (my bet is on $STRC w/ fed rate cut) will take pressure off of capital raising via common ATM and provide upside" [X Link](https://x.com/under_____taker/status/1966513232937427011) 2025-09-12T14:44Z [---] followers, [---] engagements ""I do believe Marsellus Wallace my husband your boss told you to take me out and do whatever I wanted. Now I wanna dance I wanna win. I want that trophy so dance good." - Mia Wallace (Uma Thurman) to Vincent Vega (John Travolta). LET'S DANCE. $MSTR $BTC" [X Link](https://x.com/under_____taker/status/1966514428888895839) 2025-09-12T14:49Z [---] followers, [---] engagements "We're going to $626. $MSTR Year end $MSTR price target $626. https://t.co/tytDALIRd1 Year end $MSTR price target $626. https://t.co/tytDALIRd1" [X Link](https://x.com/under_____taker/status/1966602945148985678) 2025-09-12T20:40Z [---] followers, [----] engagements "@BTCoptioneer @HermesLux Would love to see $AAPL purchase Strategy Preferred Equities (STRF STRC STRK STRD)" [X Link](https://x.com/under_____taker/status/1966613016318754819) 2025-09-12T21:20Z [---] followers, [--] engagements "Seasonality of $MSTR $BTC Look at October. π" [X Link](https://x.com/under_____taker/status/1967636560184308026) 2025-09-15T17:08Z [---] followers, [----] engagements "@federalreserve @RemindMe_OfThis in [--] hours" [X Link](https://x.com/under_____taker/status/1968076244072944036) 2025-09-16T22:15Z [---] followers, [--] engagements "Hey @RobinhoodApp when can I buy @Strategys $STRC on your platform" [X Link](https://x.com/under_____taker/status/1968328428714950941) 2025-09-17T14:57Z [---] followers, [---] engagements "Everyone: Go ahead and ping @AskRobinhood with "When can I buy @Strategy's preferred offerings like $STRF $STRC $STRK and $STRD"" [X Link](https://x.com/under_____taker/status/1968762993501430094) 2025-09-18T19:44Z [---] followers, [---] engagements "*beep* *beep* *beep* $MSTR Somebody wants $MSTR to scrape the low $300's before Oct. and if it does I'm backing up the truck. Somebody wants $MSTR to scrape the low $300's before Oct. and if it does I'm backing up the truck" [X Link](https://x.com/under_____taker/status/1970945209589760241) 2025-09-24T20:15Z [---] followers, [----] engagements "Well well well. how the turn tables. $MSTR $BTC" [X Link](https://x.com/under_____taker/status/1971564286700134521) 2025-09-26T13:15Z [---] followers, [----] engagements "This would put $MSTR at $793 in my model. On January [--] [----] Bitcoin will be $221696 I refuse to elaborate further. On January [--] [----] Bitcoin will be $221696 I refuse to elaborate further" [X Link](https://x.com/under_____taker/status/1971631774301331611) 2025-09-26T17:43Z [---] followers, [---] engagements "@_ChaitanyaJ @Strategy @titlejt Crocs" [X Link](https://x.com/under_____taker/status/1971950634523152499) 2025-09-27T14:50Z [---] followers, [---] engagements "Notwithstanding tomorrow's announcement of BTC purchases last week and their avg cost: $BTC at 9/30 needs to be $108298 for $MSTR to breakeven on BTC holdings in Q3. This would equate to a $326 million gain on buys from prior quarters offset by a $326 million loss on Q3 buys. Correction: This only applies to Bitcoin owned previously. All of the Bitcoin purchased for this quarter is currently negative so Bitcoin is actually going to have to be higher than $109k to show a profit. Correction: This only applies to Bitcoin owned previously. All of the Bitcoin purchased for this quarter is" [X Link](https://x.com/under_____taker/status/1972383408228859933) 2025-09-28T19:30Z [---] followers, [----] engagements "Here I share the $BTC price needed for $MSTR to break even on Q3 earnings on their $BTC. I'll update with tomorrow's BTC purchases and average cost. https://x.com/under_____taker/status/1972383408228859933 Notwithstanding tomorrow's announcement of BTC purchases last week and their avg cost: $BTC at 9/30 needs to be $108298 for $MSTR to breakeven on BTC holdings in Q3. This would equate to a $326 million gain on buys from prior quarters offset by a $326 million loss on Q3 buys. https://t.co/l2xK9D7lem https://x.com/under_____taker/status/1972383408228859933 Notwithstanding tomorrow's" [X Link](https://x.com/under_____taker/status/1972404376640868521) 2025-09-28T20:53Z [---] followers, [---] engagements "@ChrisMMillas @Bhavin40324 Self sovereignty* could be a yellow icon for MSTR" [X Link](https://x.com/under_____taker/status/1972407261168640177) 2025-09-28T21:05Z [---] followers, [--] engagements "I now speak directly to my millions of followers. $MSTR's [--] month return is now 1%. Nature is healing" [X Link](https://x.com/under_____taker/status/1972410367394623760) 2025-09-28T21:17Z [---] followers, [---] engagements "The smaller-than-desired $MSTR buy ($BTC) last week could be partly influenced by a desire to preserve a strong EPS. Q3 $MSTR Update: What $BTC price is needed for BTC earnings to break even in Q3 $108300. With $BTC hovering around $114000 $MSTR achieves a $2.6 billion Q3 gain (basic EPS $9; diluted EPS is $8). @PunterJeff @Adrian_R_Morris @BTCoptioneer @shirishjajodia https://t.co/HBfiWiralQ Q3 $MSTR Update: What $BTC price is needed for BTC earnings to break even in Q3 $108300. With $BTC hovering around $114000 $MSTR achieves a $2.6 billion Q3 gain (basic EPS $9; diluted EPS is $8)." [X Link](https://x.com/under_____taker/status/1972779745764118847) 2025-09-29T21:45Z [---] followers, [---] engagements "$MSTR Q3 Earnings Analysis With about an hour of trading to go and $BTC at $113600 $9 basic EPS and $8 diluted EPS likely. It looks as though MSTR will once again report positive earnings. it's official at 4pm ET. It looks as though MSTR will once again report positive earnings. it's official at 4pm ET" [X Link](https://x.com/under_____taker/status/1973100965323747745) 2025-09-30T19:01Z [---] followers, [----] engagements "Me watching price action live before the bell. $BTC $MSTR" [X Link](https://x.com/under_____taker/status/1973114708870963239) 2025-09-30T19:56Z [---] followers, [---] engagements "A look at #Seasonality after the bell. $MSTR's worst Q3 in the $BTC era. $BTC notched it's 3rd best Q3 in the same time period. What's next for Q4 Pumpkin Spice $MSTR Season" [X Link](https://x.com/under_____taker/status/1973116568390476079) 2025-09-30T20:03Z [---] followers, [---] engagements "$MSTR & my analysis of Q3 earnings That last hour of price action improved Q3 earnings by 12%: from $2.6 billion ($113681 $BTC) to $2.9 billion ($114336 $BTC). That's what scale can do. Bullish. $MSTR Q3 Earnings Analysis With about an hour of trading to go and $BTC at $113600 $9 basic EPS and $8 diluted EPS likely. https://t.co/h76YoOQR5p $MSTR Q3 Earnings Analysis With about an hour of trading to go and $BTC at $113600 $9 basic EPS and $8 diluted EPS likely. https://t.co/h76YoOQR5p" [X Link](https://x.com/under_____taker/status/1973118061713695001) 2025-09-30T20:09Z [---] followers, [----] engagements "$MSTR: Looking at the trailing twelve months as if accounting rules had been consistent. $19.8 billion gain on BTC holdings $14.8 billion net income estimated $55 basic BTC EPS $49 diluted BTC EPS 86% BTC Yield (Q4'24 BTC Yield was 48% π) 154% BTC Stack 36% ADSO dilution" [X Link](https://x.com/under_____taker/status/1973127349114904701) 2025-09-30T20:46Z [---] followers, [---] engagements "$MSTR: Here's a look at year-over-year Q3 performance The fiat value of $BTC holdings are up 358% y-o-y. Bullish" [X Link](https://x.com/under_____taker/status/1973129535521755380) 2025-09-30T20:55Z [---] followers, [---] engagements "@cyberhornetnest @PunterJeff It has to sit on the balance sheet as a deferred asset / liability" [X Link](https://x.com/under_____taker/status/1973136565472993541) 2025-09-30T21:23Z [---] followers, [--] engagements "$MSTR Bullish. @gefjon_nasira The P/E on an "as if" basis assuming FASB fair value accounting were in place for Q4 [----] is near [---] https://t.co/n8xOiIkmSJ @gefjon_nasira The P/E on an "as if" basis assuming FASB fair value accounting were in place for Q4 [----] is near [---] https://t.co/n8xOiIkmSJ" [X Link](https://x.com/under_____taker/status/1973153514546417829) 2025-09-30T22:30Z [---] followers, [---] engagements "$MSTR uses the market price of $BTC as of 4:00pm ET on the Coinbase exchange on the last day of the applicable period" [X Link](https://x.com/under_____taker/status/1973218836615922064) 2025-10-01T02:50Z [---] followers, [---] engagements "I'm not pushing any buttons. Hodl. $MSTR $BTC" [X Link](https://x.com/under_____taker/status/1973376493737877615) 2025-10-01T13:16Z [---] followers, [---] engagements "@BTCoptioneer @Z06Z07 Good question. I'll hang up and listen" [X Link](https://x.com/under_____taker/status/1973405802254967191) 2025-10-01T15:13Z [---] followers, [--] engagements "I just bought $STRC on @RobinhoodApp" [X Link](https://x.com/under_____taker/status/1973517647779394017) 2025-10-01T22:37Z [---] followers, [----] engagements "@CFutureNow @MicroStrategy @RobinhoodApp It's on there" [X Link](https://x.com/under_____taker/status/1973518203851858072) 2025-10-01T22:39Z [---] followers, [--] engagements "@Z06Z07 @Byenow01 @saylor @Strategy @MicroStrategy @RobinhoodApp @vladtenev @AskRobinhood It's there" [X Link](https://x.com/under_____taker/status/1973518384353706045) 2025-10-01T22:40Z [---] followers, [--] engagements "$BTC One of best October starts. Behind [----] and 2017" [X Link](https://x.com/under_____taker/status/1973576934044156226) 2025-10-02T02:33Z [---] followers, [---] engagements "Par Peg Party $STRC I just bought $STRC on @RobinhoodApp. I just bought $STRC on @RobinhoodApp" [X Link](https://x.com/under_____taker/status/1973737504735178816) 2025-10-02T13:11Z [---] followers, [---] engagements "@Z06Z07 @Strategy Hi Grain - thanks. Can you tell me how (or where you've discussed) they would accomplish a $10B buyback" [X Link](https://x.com/under_____taker/status/1973746872281125232) 2025-10-02T13:48Z [---] followers, [--] engagements "@Adrian_R_Morris $MSTX once $MSTR breaks above $360" [X Link](https://x.com/under_____taker/status/1973831281311162799) 2025-10-02T19:23Z [---] followers, [---] engagements "$MSTR in one week. (Hint: the math checks out) Sunday 9/28* $BTC $109358 Sunday 10/5* $BTC $123127 = $13769 Unrealized Gain per $BTC (+12.59%) x [------] HODL = $8812586839 Unrealized Gain *8AM Eastern Time Measurement This is what scale can do. Bullish. No new orange dots this week just a $9 billion reminder of why we HODL. https://t.co/P84m14WF3G No new orange dots this week just a $9 billion reminder of why we HODL. https://t.co/P84m14WF3G" [X Link](https://x.com/under_____taker/status/1974844069768745251) 2025-10-05T14:28Z [---] followers, [----] engagements "$MSTR vs BTC priced in Gold since the Q2 [----] earnings call" [X Link](https://x.com/under_____taker/status/1974848384357065217) 2025-10-05T14:45Z [---] followers, [---] engagements "@RoaringRagnar @adam3us @saylor @Strategy Last week: https://x.com/under_____taker/status/1974844069768745251 $MSTR in one week. (Hint: the math checks out) Sunday 9/28* $BTC $109358 Sunday 10/5* $BTC $123127 = $13769 Unrealized Gain per $BTC (+12.59%) x [------] HODL = $8812586839 Unrealized Gain *8AM Eastern Time Measurement This is what scale can do. Bullish. https://x.com/under_____taker/status/1974844069768745251 $MSTR in one week. (Hint: the math checks out) Sunday 9/28* $BTC $109358 Sunday 10/5* $BTC $123127 = $13769 Unrealized Gain per $BTC (+12.59%) x [------] HODL = $8812586839" [X Link](https://x.com/under_____taker/status/1974953159195005287) 2025-10-05T21:41Z [---] followers, [---] engagements "Theres a price at which $MSTR shorts must flip long and Im here for it. π©³π" [X Link](https://x.com/under_____taker/status/1975203913549988051) 2025-10-06T14:18Z [---] followers, [---] engagements "$BTC is in open range. Bitcoin Breakout of the megaphone pattern following the completion of the iH&S. $140k target. Open air. No resistance levels above. Insanely bullish. Weve all waited for whats coming. Lets do this $BTC will pump first. Alts will follow. https://t.co/rv89BCD9wt Bitcoin Breakout of the megaphone pattern following the completion of the iH&S. $140k target. Open air. No resistance levels above. Insanely bullish. Weve all waited for whats coming. Lets do this $BTC will pump first. Alts will follow. https://t.co/rv89BCD9wt" [X Link](https://x.com/under_____taker/status/1975257288220025305) 2025-10-06T17:50Z [---] followers, [---] engagements "$MSTR $BTC Today's red dot ($360 / $125K) is lonely out there. There's still risk here but more room for upside opportunity. Bullish" [X Link](https://x.com/under_____taker/status/1975322382815666209) 2025-10-06T22:08Z [---] followers, [---] engagements "@IIICapital Call me Abraham Lincoln" [X Link](https://x.com/under_____taker/status/1975585563018469616) 2025-10-07T15:34Z [---] followers, [--] engagements "@HermesLux Extrapolating today's price along the median seasonality price path says the same thing. $130K. π" [X Link](https://x.com/under_____taker/status/1978178248908365938) 2025-10-14T19:17Z [---] followers, [---] engagements "@HermesLux Now do $MSTX" [X Link](https://x.com/under_____taker/status/1978491788110504154) 2025-10-15T16:02Z [---] followers, [---] engagements "@CJ_Bitcoin New handle. Same mission" [X Link](https://x.com/under_____taker/status/1979527416096981106) 2025-10-18T12:38Z [---] followers, [--] engagements "@aganstwallst Il chime in with a question: When STRATEGY raised capital via $STRF and bought BTC with those funds did that help $MSTR (common)" [X Link](https://x.com/under_____taker/status/1939831845941825788) 2025-06-30T23:42Z [---] followers, [--] engagements "@BritishHodl Call it $STRT. Strut your stuff" [X Link](https://x.com/under_____taker/status/1958399478588698972) 2025-08-21T05:23Z [---] followers, [---] engagements "Assuming no more $BTC added $MSTR has an estimated Q3 EPS of $14+. π Math: $5.4B gain on the 597K $BTC held on 7/1 offset slightly by a $3.1M loss on 32K $BTC acquired QTD. Total $BTC stack = 629K. (credit @PunterJeff for construct) Where's the lie @shirishjajodia 1/3π§΅" [X Link](https://x.com/under_____taker/status/1958984185726869515) 2025-08-22T20:06Z [---] followers, [---] engagements "How would you describe the NAV multiple Here's Strategy CEO @digitalphong on valuation multiples with @BitcoinPierre. If management's projects [----] BTC $ Gain of $25B then the current 632K stack needs EOY $BTC price of $135000. @PunterJeff @Adrian_R_Morris @hillery_dan" [X Link](https://x.com/under_____taker/status/1961515496072720610) 2025-08-29T19:45Z [---] followers, [----] engagements "Governance behavior. Not a founder-led BTC proxy now. Board behaves like a firm meeting external standards it never cared about before. Common theme S&P [---] inclusion prep. Odd sequence of events is internal responses to committee feedback that can't be publicly disclosed. $MSTR Ugh: [--]. Board voted to add Moving Liquidation Price to STRK after the IPO for no apparent reason. [--]. Board Issues revolutionary guidance. [--]. Board rescinds same two weeks later. [--]. Board allows talking heads to run with the story that they were only reversing to maintain Ugh: [--]. Board voted to add Moving Liquidation" [X Link](https://x.com/under_____taker/status/1963342692135354565) 2025-09-03T20:45Z [---] followers, [--] engagements "10 Years of $BTC October Seasonality [--] of [--] years (90%): -Oct returns range from 6%-48% (avg 23%; median 26%) -MTD Drawdowns to a low point range from -10% to -0.4% -From the drawdown low to Oct [--] the gain ranges from 1.7%. to 50.7% -Low point timing by Oct [--] (50% by Oct 4) Uptober here we come. $BTC https://t.co/ZQrI6FXE7u Uptober here we come. $BTC https://t.co/ZQrI6FXE7u" [X Link](https://x.com/under_____taker/status/1972403260016546249) 2025-09-28T20:49Z [---] followers, [---] engagements "My first $STRC dividend is pending in the brokerage account. $MSTR" [X Link](https://x.com/under_____taker/status/1978808135650324655) 2025-10-16T12:59Z [---] followers, [---] engagements "False. Effective $STRC yield at todays close is 13.33%. $110.25/$97.28-1=0.133 $MSTR JUST IN: $STRC Strategys #Bitcoin-backed preferred stock now yields 10.25% annually paid monthly.π₯ https://t.co/iXMahopODf JUST IN: $STRC Strategys #Bitcoin-backed preferred stock now yields 10.25% annually paid monthly.π₯ https://t.co/iXMahopODf" [X Link](https://x.com/under_____taker/status/1978936545085211105) 2025-10-16T21:30Z [---] followers, [----] engagements "@hillery_dan $STRC effectively pays out 13.33%. https://x.com/under_____taker/status/1978936545085211105 False. Effective $STRC yield at todays close is 13.33%. $110.25/$97.28-1=0.133 $MSTR https://x.com/under_____taker/status/1978936545085211105 False. Effective $STRC yield at todays close is 13.33%. $110.25/$97.28-1=0.133 $MSTR" [X Link](https://x.com/under_____taker/status/1978936827471106487) 2025-10-16T21:31Z [---] followers, [---] engagements "@nsquaredvalue 130K would be an outperformance at this point" [X Link](https://x.com/under_____taker/status/1979929350578356718) 2025-10-19T15:15Z [---] followers, [---] engagements "@BTCoptioneer @HermesLux They can increase EPS guidance while decreasing BTC Yield especially if preferred equities ATM is now the path to raising capital for BTC purchases" [X Link](https://x.com/under_____taker/status/1980291741086548444) 2025-10-20T15:15Z [---] followers, [--] engagements "@BTCoptioneer What delta/DTE do you look for your $MSTR short puts" [X Link](https://x.com/under_____taker/status/1980308635625660734) 2025-10-20T16:22Z [---] followers, [--] engagements "@RoaringRagnar @JesseKobernick Total Leverage Ratio = (Debt + Preferred) / BTC NAV" [X Link](https://x.com/under_____taker/status/1980401044455915560) 2025-10-20T22:29Z [---] followers, [--] engagements "MICHAEL SAYLOR: AI WILL WANT BITCOIN" [X Link](https://x.com/under_____taker/status/1980993642522419536) 2025-10-22T13:44Z [---] followers, [---] engagements "@andiarcher @Adrian_R_Morris Q3 EPS: $9 basic / $8 diluted" [X Link](https://x.com/under_____taker/status/1983257298379386919) 2025-10-28T19:39Z [---] followers, [---] engagements "@BenWerkman The institutional question What is the Bitcoin governance and strategic continuity plan post-Saylor" [X Link](https://x.com/under_____taker/status/1983532270616228080) 2025-10-29T13:52Z [---] followers, [---] engagements "@BenWerkman If Bitcoin enters a multi-month drawdown what specific safeguards ensure MicroStrategy is never a forced seller Please detail your capital structure collateral buffers and triggers that guarantee core BTC reserves cannot be liquidated under stress" [X Link](https://x.com/under_____taker/status/1983555018373673070) 2025-10-29T15:22Z [---] followers, [---] engagements "@BritishHodl Cue the Raiders of the Lost Ark / ark of the covenant / Nazi face melting gif" [X Link](https://x.com/under_____taker/status/1983588913538330634) 2025-10-29T17:37Z [---] followers, [---] engagements "@Adrian_R_Morris How are 641K BTC valued at $47B" [X Link](https://x.com/under_____taker/status/1983736433988026407) 2025-10-30T03:23Z [---] followers, [---] engagements "@Adrian_R_Morris @JesseKobernick Im excited to see how they *actually* achieve the reaffirmed 30% BTC Yield guidance" [X Link](https://x.com/under_____taker/status/1984027071329493134) 2025-10-30T22:38Z [---] followers, [--] engagements "@ZynxBTC Yes. Reaffirming the 30% BTC Yield guidance with conviction is a big deal. I trust them to do it" [X Link](https://x.com/under_____taker/status/1984028959705813185) 2025-10-30T22:45Z [---] followers, [----] engagements "Modeling sensitivity on using margin to sell cash secured puts with $STRC as collateral in Robinhood. Feedback / challenges welcome. @BTCoptioneer Margin model using $STRC as collateral: https://t.co/OMinFvGcqb Goals: Survive -50% BTC bear Avoid margin call Generate income (CCs/CSPs) Assumptions: MSTR = 1.6x BTC action STRC = 0.5x BTC action Margin used on put assignment Cap margin @ 60% of current STRC Feedback welcome. @BTCoptioneer Margin model using $STRC as collateral: https://t.co/OMinFvGcqb Goals: Survive -50% BTC bear Avoid margin call Generate income (CCs/CSPs) Assumptions: MSTR =" [X Link](https://x.com/under_____taker/status/1985105349674942870) 2025-11-02T22:02Z [---] followers, [---] engagements "@LynAldenContact @RemindMe_OfThis in [---] days" [X Link](https://x.com/under_____taker/status/1985356265107951692) 2025-11-03T14:39Z [---] followers, [----] engagements "@BTCoptioneer @HermesLux Reaffirming 30% BTC Yield in [----] applied some pressure. Lets do it" [X Link](https://x.com/under_____taker/status/1985361698258395191) 2025-11-03T15:01Z [---] followers, [--] engagements "You buy Bitcoin to exit fiat. I also buy $MSTR to leverage that exit. We are playing the same game. There's a bigger board. You invest in stock because of a companies potential to make more fiat. I buy Bitcoin because of its potential to replace fiat. We are not the same. You invest in stock because of a companies potential to make more fiat. I buy Bitcoin because of its potential to replace fiat. We are not the same" [X Link](https://x.com/under_____taker/status/1985390741518975149) 2025-11-03T16:56Z [---] followers, [---] engagements "Liquidate & Rip. Picked this up at @HobbyLobby the other day. $BTC Liquidate & Rip. Liquidate & Rip" [X Link](https://x.com/under_____taker/status/1985394501553205285) 2025-11-03T17:11Z [---] followers, [--] engagements "Stay hungry monsters. $MSTR $BTC https://t.co/fVkkAbI3bs $BTC https://t.co/fVkkAbI3bs" [X Link](https://x.com/under_____taker/status/1985833597509779739) 2025-11-04T22:16Z [---] followers, [---] engagements "@SullyMichaelvan The bull market is over for sellers" [X Link](https://x.com/under_____taker/status/1986064489612185916) 2025-11-05T13:34Z [---] followers, [----] engagements "@BTCoptioneer @hillery_dan On $STRK" [X Link](https://x.com/under_____taker/status/1986292204441325765) 2025-11-06T04:38Z [---] followers, [--] engagements "@BitcoinForCorps @Adrian_R_Morris Yo Congrats @Adrian_R_Morris" [X Link](https://x.com/under_____taker/status/1986439887663603831) 2025-11-06T14:25Z [---] followers, [--] engagements "@BTCoptioneer @BTC_Archive Would love to see the model that considers RHs additional borrowing capacity vs current balance sheet" [X Link](https://x.com/under_____taker/status/1986448409809854965) 2025-11-06T14:59Z [---] followers, [--] engagements "Who's buying here fam $MSTR $BTC" [X Link](https://x.com/under_____taker/status/1986475921361281048) 2025-11-06T16:49Z [---] followers, [---] engagements "@HermesLux Seat belt Im wearing a 5-point harness and a neck brace" [X Link](https://x.com/under_____taker/status/1986533747814982036) 2025-11-06T20:38Z [---] followers, [----] engagements "This supports what @invest_answers calls the perpetual bull market. $MSTR $BTC Welcome to the party Europe. $MSTR https://t.co/kIWY9qt957 Welcome to the party Europe. $MSTR https://t.co/kIWY9qt957" [X Link](https://x.com/under_____taker/status/1986793758365765867) 2025-11-07T13:51Z [---] followers, [---] engagements "Not if we see MSTR price action to [--] (or less) mNAV and we have some more BTC downward pressure. @HermesLux Although now might be the best time. @HermesLux Although now might be the best time" [X Link](https://x.com/under_____taker/status/1986798416358502682) 2025-11-07T14:10Z [---] followers, [--] engagements "@ZynxBTC @btc_overflow" [X Link](https://x.com/under_____taker/status/1986802330726170872) 2025-11-07T14:26Z [---] followers, [--] engagements "@HermesLux I sold $IBIT puts exp 12/19 at the implied BTC $94K level" [X Link](https://x.com/under_____taker/status/1986822729346306077) 2025-11-07T15:47Z [---] followers, [--] engagements "$BTC Taking the fight underground. https://t.co/f7nBAx90NG Taking the fight underground. https://t.co/f7nBAx90NG" [X Link](https://x.com/under_____taker/status/1987027217612947557) 2025-11-08T05:19Z [---] followers, [--] engagements "@IIICapital So much higher but not meaning the liquidation price. So much lower" [X Link](https://x.com/under_____taker/status/1987666489110057257) 2025-11-09T23:39Z [---] followers, [---] engagements "@_Adrian @Strategy Digital credit where credit is due @_Adrian" [X Link](https://x.com/under_____taker/status/1988292998153859437) 2025-11-11T17:09Z [---] followers, [--] engagements "Investors today $MSTR $BTC @ChrisMMillas" [X Link](https://x.com/under_____taker/status/1988696614870085776) 2025-11-12T19:53Z [---] followers, [----] engagements "@btc_overflow @RoaringRagnar lol" [X Link](https://x.com/under_____taker/status/1988782501188555191) 2025-11-13T01:34Z [---] followers, [--] engagements "Run this back. $MSTR $BTC Investors today $MSTR $BTC @ChrisMMillas https://t.co/U8iyIUPxro Investors today $MSTR $BTC @ChrisMMillas https://t.co/U8iyIUPxro" [X Link](https://x.com/under_____taker/status/1989004717855289500) 2025-11-13T16:17Z [---] followers, [---] engagements "@_Adrian Over or under [----] BTC" [X Link](https://x.com/under_____taker/status/1989442390940405833) 2025-11-14T21:16Z [---] followers, [---] engagements "Seasonality for $BTC and $MSTR. I'm prepared for a little more pain. HODL" [X Link](https://x.com/under_____taker/status/1989686662335484082) 2025-11-15T13:27Z [---] followers, [---] engagements "Comparing $MSTR and $BTC performance. Returns at various time horizons:" [X Link](https://x.com/under_____taker/status/1989693693037830581) 2025-11-15T13:55Z [---] followers, [--] engagements "Comparing $MSTR and $BTC performance. [--] year and YTD views. The past four months have been ugly for $MSTR holders. I'm holding" [X Link](https://x.com/under_____taker/status/1989693694371660184) 2025-11-15T13:55Z [---] followers, [--] engagements "$BTC Power Law visualization. USD price trades 18% below the power law curve which suggests $113400 now. In the last [--] days we've maxed at being 13% above the power law to to 20% below. I'm resolved to continue my daily DCA program. Chart visuals in @JimSixOneEight's format who blocked me. Say hi if you see him" [X Link](https://x.com/under_____taker/status/1989693696410095641) 2025-11-15T13:55Z [---] followers, [--] engagements "One year of $MSTR prices at each $BTC price. This is a sad one but it also shows you the range out outcomes when sentiment changes and $BTC improves. I'm holding" [X Link](https://x.com/under_____taker/status/1989693697899074012) 2025-11-15T13:55Z [---] followers, [--] engagements "$MSTR prices in $BTC. We're down to levels we held in May [----] and September [----]. Similar to the February [----] blow off top when Strategy held [-----] BTC. The stack under $MSTR is 9x today" [X Link](https://x.com/under_____taker/status/1989693699308360062) 2025-11-15T13:55Z [---] followers, [--] engagements "Me reading both bearish and bullish posts on what's next for $BTC" [X Link](https://x.com/under_____taker/status/1990190250468270148) 2025-11-16T22:48Z [---] followers, [--] engagements "@apsk32 Isnt $BTC currently under the power law curve" [X Link](https://x.com/under_____taker/status/1990207421156041088) 2025-11-16T23:56Z [---] followers, [---] engagements "@HolySmokas @RemindMe_OfThis in one year" [X Link](https://x.com/under_____taker/status/1990873490128277579) 2025-11-18T20:03Z [---] followers, [--] engagements "$NVDA $NVDA is pricing a 6% implied move into tonights earnings with $QQQ pricing 2% and $SMH 4%. One companys earnings has now become a bigger market event than most macro catalysts π€― $NVDA is pricing a 6% implied move into tonights earnings with $QQQ pricing 2% and $SMH 4%. One companys earnings has now become a bigger market event than most macro catalysts π€―" [X Link](https://x.com/under_____taker/status/1991225693762429386) 2025-11-19T19:22Z [---] followers, [---] engagements "Peppering in opportunistic buys on top of my daily $BTC DCA. And @BenWerkman's right. Don't dump your girlfriend with a broken arm at the ER" [X Link](https://x.com/under_____taker/status/1991572002025664655) 2025-11-20T18:19Z [---] followers, [---] engagements "In the Q3 [----] Financial Results Press Release (October [--] 2025) $MSTR management reiterated the $80 diluted EPS guidance. This was based on year-end $150K $BTC. The period doesn't end today. There's [--] days left. $130K $BTC would indicate $50 diluted EPS" [X Link](https://x.com/under_____taker/status/1991574299267027126) 2025-11-20T18:28Z [---] followers, [--] engagements "$BTC all-time-highs (ATH) vs the next low both in days and price movements across 2024-2025. We are [--] days into a 31% pullback. How much lower/longer" [X Link](https://x.com/under_____taker/status/1991594946122641696) 2025-11-20T19:50Z [---] followers, [---] engagements "Investors today $MSTR $BTC Investors today $MSTR $BTC @ChrisMMillas https://t.co/U8iyIUPxro Investors today $MSTR $BTC @ChrisMMillas https://t.co/U8iyIUPxro" [X Link](https://x.com/under_____taker/status/1991611648826847489) 2025-11-20T20:56Z [---] followers, [---] engagements "@scottmelker @Gemini @RemindMe_OfThis in two weeks" [X Link](https://x.com/under_____taker/status/1991642045027680409) 2025-11-20T22:57Z [---] followers, [--] engagements "@birdfIip The typo in the quoted tweet is the cherry on top" [X Link](https://x.com/under_____taker/status/1993163565981700584) 2025-11-25T03:43Z [---] followers, [--] engagements "@_Adrian @Strategy @saylor I like green dots and I cannot lie" [X Link](https://x.com/under_____taker/status/1995865144514294208) 2025-12-02T14:38Z [---] followers, [---] engagements "In the spirit of @BTCoptioneer's framework I am sharing my own [--] year $MSTR model for financial entertainment. Assumptions in Base case: -$BTC CAGR at 25% -MSTR pinned at [----] mNAV -Preferred demand flat -Prefs yield 11% 10-year Base case output: BTC: $853K (9x 25% CAGR) MSTR: $2196 (12x 28% CAGR) Super-Bear Bear Bull and Super-Bull also included below. Critics welcome. URL: https://docs.google.com/spreadsheets/d/12U-mLvp9qFkoRp4PY68U6vnmVjeC0Hh5a2U_G7nPZVs/editgid=678641618#gid=678641618" [X Link](https://x.com/anyuser/status/1996285153996628456) 2025-12-03T18:27Z [---] followers, [----] engagements "@ColeMacro MSCIs proposal to exclude Bitcoin-treasury companies isnt passive investing its an active bet. BTC-enabled firms are real operators in AI + structured finance. If clients want exclusions use custom indices. Keep the core benchmarks neutral" [X Link](https://x.com/under_____taker/status/1996931506674212890) 2025-12-05T13:15Z [---] followers, [----] engagements "Updated my [--] year $MSTR model for financial entertainment using today's quote. Assumptions in Base case: -$BTC CAGR at 25% -MSTR pinned at 1.15x mNAV -Preferred demand flat -Prefs yield 11% -USD reserve [--] coverage months 10-year Base case output: BTC: $832K (9.3x 25% CAGR) MSTR: $1876 (10.5x 26.5% CAGR) Model updates: -Added STRK converts options outstanding and RSU/PSU unvested to terminal basic share count Super-Bear Bear Bull and Super-Bull also included below. Critics welcome. H/T for reviews: @ZynxBTC @BTCoptioneer Model URL:" [X Link](https://x.com/anyuser/status/1997061077079937517) 2025-12-05T21:50Z [---] followers, [----] engagements "A solid management team is a key ingredient of any worthwhile longterm investment. Check out @BitStrategy21's content on the team at @Strategy: $MSTR $STRF $STRC $STRK $STRE $STRD" [X Link](https://x.com/under_____taker/status/1997773501093306801) 2025-12-07T21:01Z [---] followers, [----] engagements "Starting Jan [--] [----] Id like to track the USD YTD returns of various allocations of capital in this space. Progress updates weekly at the Friday close. Reply with the portfolio mix youd like to see in the weekly updates. Example: 50% $BTC 20% $MSTR 10% $MTPLF 10% $ASST 10% Cash Digital credit and $MSTR are much more likely to fail than Bitcoin. Imagine a world where: Bitcoin wins but digital credit demand stagnates. In that world Bitcoin easily outperforms $MSTR. BTC has zero corporate risk. Digital credit doesnt. But flip the script: If Digital credit and $MSTR are much more likely to fail" [X Link](https://x.com/under_____taker/status/1997782305536880835) 2025-12-07T21:36Z [---] followers, [----] engagements "Long $MSTX in July [----]. Fastest way to go broke Fastest way to go broke" [X Link](https://x.com/under_____taker/status/1998209629214716229) 2025-12-09T01:54Z [---] followers, [---] engagements "Dear $MSTR investors" [X Link](https://x.com/under_____taker/status/2001305814548840806) 2025-12-17T14:57Z [---] followers, [---] engagements "@TrendSpider @RemindMe_OfThis on Monday at 6am mountain time" [X Link](https://x.com/under_____taker/status/2002171430101012487) 2025-12-20T00:17Z [---] followers, [----] engagements "@IIICapital Joe there will always be shiny objects. Hell you could own $KO this year and outperform $BTC. I have to stick to my thesis based on utility long term value and asymmetric upside" [X Link](https://x.com/under_____taker/status/2004929238802255898) 2025-12-27T14:55Z [---] followers, [--] engagements "@RemindMe_OfThis in [--] months" [X Link](https://x.com/under_____taker/status/2005069208426815901) 2025-12-28T00:12Z [---] followers, [--] engagements "@thepowerfulHRV A 17% discount is misleading. The BTC is funded by common equity preferred equity and debt. Then you have to remove the cash on hand. Enterprise value = $49.3B market cap + $8.2B debt + $8.0B pref - $2.2B USD = $63.3B BTC reserve = $58.7B mNAV = 63.3B / 58.B = 1.08" [X Link](https://x.com/under_____taker/status/2005393202111815995) 2025-12-28T21:39Z [---] followers, [---] engagements "$MSTR is dumb but its smart. MSTR is "so bad it's actually good" here. agreed. $MSTR is cheap now. MSTR is "so bad it's actually good" here. agreed. $MSTR is cheap now" [X Link](https://x.com/under_____taker/status/2005824979015705035) 2025-12-30T02:15Z [---] followers, [---] engagements "@SimplyBitcoin Extreme Boredom. HODL" [X Link](https://x.com/under_____taker/status/2006006867194175568) 2025-12-30T14:18Z [---] followers, [--] engagements "Were about [--] weeks away from the @Strategy $MSTR 4th Quarter [----] Earnings call" [X Link](https://x.com/under_____taker/status/2006008212714315996) 2025-12-30T14:23Z [---] followers, [--] engagements "@Darkminer71 I sold $10 $MSTX puts and feel similarly" [X Link](https://x.com/under_____taker/status/2006030879995412832) 2025-12-30T15:53Z [---] followers, [---] engagements "And my $MSTR bottom is in my britches. The bottom is in bitches. $mstr The bottom is in bitches. $mstr" [X Link](https://x.com/under_____taker/status/2007228555080720559) 2026-01-02T23:12Z [---] followers, [---] engagements "@ZynxBTC *From 2011-2025" [X Link](https://x.com/under_____taker/status/2007293880132349987) 2026-01-03T03:32Z [---] followers, [--] engagements "mNAV of $MSTR will expand for the same reason you hold spot $BTC" [X Link](https://x.com/under_____taker/status/2007470255808168185) 2026-01-03T15:13Z [---] followers, [---] engagements "@AdamBLiv All respect to the bitcoin wizard. π§ For the record I am bullish and ask with genuine curiosity: Does your price model with BTC Yield factor additional share issuance to buy BTC beefing up the USD reserve and raising funds to pay pref dividends" [X Link](https://x.com/under_____taker/status/2007907768725119432) 2026-01-04T20:11Z [---] followers, [---] engagements "FASB adoption cuts both ways for @Strategy but the critics cant have it both ways. You cant ignore historically impressive EPS performance *AND* make much of a large mark-to-market drop on $BTC holdings giving to big EPS loss. If Q1 can hold BTC above $88000 then Q1 EPS is positive and sum of trailing [--] quarters is positive. https://twitter.com/i/web/status/2008184381333246013 https://twitter.com/i/web/status/2008184381333246013" [X Link](https://x.com/under_____taker/status/2008184381333246013) 2026-01-05T14:30Z [---] followers, [---] engagements "@RyansMethod What is that $MSTR price if it reaches that range in [--] days" [X Link](https://x.com/under_____taker/status/2008247667470803166) 2026-01-05T18:42Z [---] followers, [---] engagements "Strongly recommended for anyone wanting to understand the @Strategy thesis. $MSTR Strategy is building a Bitcoin-backed empire that is uniquely positioning it to dominate the fixed income market for decades to come and with a clear pathway to becoming the most valuable company in the world. Here's my full $MSTR thesis updated for [----] including my valuation https://t.co/rnrd0iFaxq Strategy is building a Bitcoin-backed empire that is uniquely positioning it to dominate the fixed income market for decades to come and with a clear pathway to becoming the most valuable company in the world." [X Link](https://x.com/under_____taker/status/2008546300816748804) 2026-01-06T14:28Z [---] followers, [----] engagements "@BTCoptioneer @BTC_for_Freedom We kissed $80K-$81K in late November [----] no" [X Link](https://x.com/under_____taker/status/2011210081980072375) 2026-01-13T22:53Z [---] followers, [--] engagements "@AdamSimecka I dont follow the logic here. Accumulation in this sentiment is remarkable. BTC Accumulation is propelled in high sentiment" [X Link](https://x.com/under_____taker/status/2013468923899912387) 2026-01-20T04:29Z [---] followers, [--] engagements "@MD_ata21 @HermesLux @Polymarket Over/under [-----] days" [X Link](https://x.com/under_____taker/status/2013614207250440496) 2026-01-20T14:06Z [---] followers, [--] engagements "@HermesLux Need a FUD-equivalent acronym for this genre HL" [X Link](https://x.com/under_____taker/status/2013649917974028477) 2026-01-20T16:28Z [---] followers, [--] engagements "@_Adrian $STRC holding par on a not insignificant $BTC down day with the ability to issue with shelf registration. is very bullish. Any idea how close we are to Strategy's own threshold for how much credit they are willing to issue given their BTC HODL stack today" [X Link](https://x.com/under_____taker/status/2013654610443931806) 2026-01-20T16:47Z [---] followers, [---] engagements "@HermesLux @Kalshi Jackie Kennedy" [X Link](https://x.com/under_____taker/status/2013988501155373141) 2026-01-21T14:54Z [---] followers, [--] engagements "@OnChainMind Ive been criticized that my daily is top frequent and that weekly or monthly hits would outperform" [X Link](https://x.com/under_____taker/status/2014340507460333682) 2026-01-22T14:12Z [---] followers, [--] engagements "Which DCA approach wins Daily vs Weekly [--] Years of $BTC history:" [X Link](https://x.com/under_____taker/status/2014405755890180344) 2026-01-22T18:32Z [---] followers, [---] engagements "@_Adrian FOMO" [X Link](https://x.com/under_____taker/status/2014406166944645260) 2026-01-22T18:33Z [---] followers, [--] engagements "@_Adrian Wild" [X Link](https://x.com/under_____taker/status/2014439576807653699) 2026-01-22T20:46Z [---] followers, [--] engagements "@PunterJeff" [X Link](https://x.com/under_____taker/status/2014571149309661311) 2026-01-23T05:29Z [---] followers, [---] engagements "@Z06Z07 @dotkrueger what have you BIN doing Grain" [X Link](https://x.com/under_____taker/status/2016384492173459500) 2026-01-28T05:35Z [---] followers, [---] engagements "$BTC Current Death Cross (11/16/25 Ongoing) [--] days in. Low on Day [--]. 15% below 200DMA. This cross is mature enough to matter and moderately deep but nowhere near full-bear duration or magnitude. Context: Quick resets: [----] days (lows usually Day 132) Mid-cycle: [------] days Full bears: [------] days (lows [------] days in) At [--] days this sits at the upper edge of the quick-reset cluster. too late for a fast flush too early to confirm a full bear duration. https://twitter.com/i/web/status/2021956932979110213 https://twitter.com/i/web/status/2021956932979110213" [X Link](https://x.com/under_____taker/status/2021956932979110213) 2026-02-12T14:37Z [---] followers, [---] engagements "πΆThe best part of waking up is $STRC ATM in your cupπΆ $STRC $MSTR https://t.co/ryeYxRyu9s $STRC $MSTR https://t.co/ryeYxRyu9s" [X Link](https://x.com/anyuser/status/2022040738977223081) 2026-02-12T20:10Z [---] followers, [---] engagements "$BTC Death Cross Duration $BTC Current Death Cross (11/16/25 Ongoing) [--] days in. Low on Day [--]. 15% below 200DMA. This cross is mature enough to matter and moderately deep but nowhere near full-bear duration or magnitude. Context: Quick resets: [----] days (lows usually Day 132) Mid-cycle: https://t.co/YPAGCsPhH0 $BTC Current Death Cross (11/16/25 Ongoing) [--] days in. Low on Day [--]. 15% below 200DMA. This cross is mature enough to matter and moderately deep but nowhere near full-bear duration or magnitude. Context: Quick resets: [----] days (lows usually Day 132) Mid-cycle:" [X Link](https://x.com/under_____taker/status/2021957030010053032) 2026-02-12T14:38Z [---] followers, [---] engagements "$STRC $MSTR βπ§π πΆThe best part of waking up is $STRC ATM in your cupπΆ πΆThe best part of waking up is $STRC ATM in your cupπΆ" [X Link](https://x.com/anyuser/status/2022312934559695126) 2026-02-13T14:12Z [---] followers, [---] engagements "$BTC Days Between All Time High (ATH) & Bottom -The December [----] low took [---] days (-84%) -The November [----] low took [---] days (-77%) -The February [----] low* took [---] days (-49%) Thought I see evolving volatility and maturing market structure we do not know if there will be another low before the next ATH. It's a probable scenario. Corroborating @ColinTCrypto with a slightly different visual. I'm in DCA and observe mode. $BTC has been in a bear market since Oct [--] [----] (just over [--] months). The typical bear market from top to bottom has been [--] year (yes exactly one year). That would mean" [X Link](https://x.com/anyuser/status/2022725385901810071) 2026-02-14T17:31Z [---] followers, [---] engagements "@Breedlove22 @RayDalio Normalize video side quests for fiat" [X Link](https://x.com/under_____taker/status/2016395175074140599) 2026-01-28T06:17Z [---] followers, [---] engagements "@StrategyMaxi @fartface2000 Why would they take it down" [X Link](https://x.com/under_____taker/status/2016514006991970562) 2026-01-28T14:09Z [---] followers, [--] engagements "Mark's content comes from a genuine place of curiosity and learning. @thepowerfulHRV $MSTR is valued at just 79% of the Bitcoin on its balance sheet. Close to the lows of the [----] bear market. Wild. https://t.co/cXo3zVWO6m $MSTR is valued at just 79% of the Bitcoin on its balance sheet. Close to the lows of the [----] bear market. Wild. https://t.co/cXo3zVWO6m" [X Link](https://x.com/under_____taker/status/2016969737646067998) 2026-01-29T20:20Z [---] followers, [---] engagements "@_Adrian @Mr_Derivatives Need an Adrian bot that just responds "Relax" @_Adrian" [X Link](https://x.com/under_____taker/status/2016970667824968050) 2026-01-29T20:24Z [---] followers, [--] engagements "The Legend of Zelda: Ocarina of Time What could you talk for [--] minutes about with absolutely no preparation What could you talk for [--] minutes about with absolutely no preparation" [X Link](https://x.com/under_____taker/status/2017120109534523771) 2026-01-30T06:18Z [---] followers, [--] engagements "@hillery_dan Wrecks overtraders Pays patient accumulators Feels boring and stressful at the same time" [X Link](https://x.com/under_____taker/status/2017728423821529584) 2026-01-31T22:35Z [---] followers, [---] engagements "@btcjvs @JamesEastonUK Are these two charts contradictory" [X Link](https://x.com/under_____taker/status/2017968048540357040) 2026-02-01T14:27Z [---] followers, [---] engagements "@ColinTCrypto $BTC is still 35% above the [---] week moving average" [X Link](https://x.com/under_____taker/status/2017977129036849276) 2026-02-01T15:03Z [---] followers, [---] engagements "@StrategyMaxi @Strategy I would expect -15% $MSTR Monday based on a $77000 $BTC" [X Link](https://x.com/under_____taker/status/2017983514239521161) 2026-02-01T15:28Z [---] followers, [--] engagements "@ColinTCrypto For sure. I was agreeing with you that we could go a lot lower" [X Link](https://x.com/under_____taker/status/2017986046156214281) 2026-02-01T15:39Z [---] followers, [--] engagements "@Breedlove22 @RayDalio How did you find the clip" [X Link](https://x.com/under_____taker/status/2018081087747146142) 2026-02-01T21:56Z [---] followers, [--] engagements "@nsquaredvalue $BITX outperformed during the last $BTC ATH (Oct 2025) but $MSTR will outperform the next one" [X Link](https://x.com/under_____taker/status/2018727233406345499) 2026-02-03T16:44Z [---] followers, [---] engagements "@IIICapital The holy spirit is convicting me with this picture Joe" [X Link](https://x.com/under_____taker/status/2018765759275794452) 2026-02-03T19:17Z [---] followers, [---] engagements "Mayer Multiple = $BTC / 200d MA $BTC: $74500 200d MA: $103500 Mayer Multiple = [----] $BTC has been more expensive 91% of days back to [----]. We are in the 11% cheaper area. Do with this what you will. Diving into the @TIPMayerMultple today with $BTC @ $77000. The Mayer Multiple = BTC price / 200d MA The multiple has been higher in 89% of the days going back to 1/1/2013 meaning we are in the 11% cheap area. NFA https://t.co/nAGbKUrwQ1 Diving into the @TIPMayerMultple today with $BTC @ $77000. The Mayer Multiple = BTC price / 200d MA The multiple has been higher in 89% of the days going back to" [X Link](https://x.com/under_____taker/status/2018781307707535361) 2026-02-03T20:19Z [---] followers, [---] engagements "@bariksis There's a difference between capitulation and liquidation" [X Link](https://x.com/under_____taker/status/2018794251300335952) 2026-02-03T21:10Z [---] followers, [--] engagements "@SimplyBitcoin The thing I love about Simply Bitcoin is that they stick to the important stuff" [X Link](https://x.com/under_____taker/status/2018847925158244422) 2026-02-04T00:43Z [---] followers, [---] engagements "The @Strategy BTC Reserve has grown from $250M to $53B (206x) and currently carries a 3% unrealized loss. The keyword here is *unrealized*. @Strategy has engineered a fortress π° balance sheet (notice dividend coverage of [--] years in $BTC and [--] months in $USD on The unrealized gain reached 225% in Feb [----] and the unrealized loss reached (49)% in Nov [----]. Do with this what you will but I will hold $MSTR and watch them run their playbook. http://strategy.com Just because "you" are fearful doesn't mean that saylor is. http://strategy.com Just because "you" are fearful doesn't mean that saylor" [X Link](https://x.com/under_____taker/status/2019086916638167477) 2026-02-04T16:33Z [---] followers, [---] engagements "$MSTR has been here before. Unrealized gains and losses over time. The @Strategy BTC Reserve has grown from $250M to $53B (206x) and currently carries a 3% unrealized loss. The keyword here is *unrealized*. @Strategy has engineered a fortress π° balance sheet (notice dividend coverage of [--] years in $BTC and [--] months in $USD on https://t.co/gIVlcbQzQj The @Strategy BTC Reserve has grown from $250M to $53B (206x) and currently carries a 3% unrealized loss. The keyword here is *unrealized*. @Strategy has engineered a fortress π° balance sheet (notice dividend coverage of [--] years in $BTC and" [X Link](https://x.com/under_____taker/status/2019088215127318729) 2026-02-04T16:38Z [---] followers, [---] engagements "$MSTR has been here before. Unrealized gains and losses over time. The @Strategy BTC Reserve has grown from $250M to $53B (206x) and currently carries a 3% unrealized loss. The keyword here is *unrealized*. @Strategy has engineered a fortress π° balance sheet (notice dividend coverage of [--] years in $BTC and [--] months in $USD on https://t.co/gIVlcbQzQj The @Strategy BTC Reserve has grown from $250M to $53B (206x) and currently carries a 3% unrealized loss. The keyword here is *unrealized*. @Strategy has engineered a fortress π° balance sheet (notice dividend coverage of [--] years in $BTC and" [X Link](https://x.com/under_____taker/status/2019088259264000094) 2026-02-04T16:38Z [---] followers, [---] engagements "So when is that #Wyckoff spring $BTC" [X Link](https://x.com/under_____taker/status/2019092293538513397) 2026-02-04T16:54Z [---] followers, [--] engagements "Looking at you Richard" [X Link](https://x.com/under_____taker/status/2019092607301759455) 2026-02-04T16:56Z [---] followers, [--] engagements "Timing my $ASST entry" [X Link](https://x.com/under_____taker/status/2019120037995622485) 2026-02-04T18:45Z [---] followers, [---] engagements "$BTC is 10% above the lower band. $BTC is 45% under the power law curve. π€" [X Link](https://x.com/under_____taker/status/2019461287789404363) 2026-02-05T17:21Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@under_____taker Under Takerβ’οΈUnder Takerβ’οΈ posts on X about $btc, $mstr, $strc, bitcoin the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence cryptocurrencies stocks finance currencies technology brands automotive brands exchanges celebrities nba social networks
Social topic influence $btc #1898, $mstr #463, $strc #123, bitcoin, bear, balance sheet, mstr, model, in the, atm #409
Top accounts mentioned or mentioned by @strategy @adrianrmorris @btcoptioneer @adrian @punterjeff @hermeslux @saylor @chrismmillas @hillerydan @remindmeofthis @zynxbtc @lilbernadette @robinhoodapp @iiicapital @grok @benwerkman @z06z07 @btcoptioneers @colintcrypto @shirishjajodia
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) The Official [--] coin (76) Strategy Incorporated (STRF) Strike (STRK) Stride (STRD) Asset Entities Inc. (ASST) Apple, Inc. (AAPL)
Top posts by engagements in the last [--] hours
"live look at @betmgm tech support"
X Link 2021-02-24T03:23Z [--] followers, [--] engagements
"@eatdrink75 $MSTR is not a bitcoin miner"
X Link 2025-06-04T14:41Z [--] followers, [--] engagements
"@MemeChaser55 What percentage do you allocate to $MSTY"
X Link 2025-07-14T12:46Z [--] followers, [---] engagements
"@hillery_dan @grok Help me understand the formulas in Dan's model for $MSTR price given the inputs"
X Link 2025-08-06T03:54Z [--] followers, [---] engagements
"@grok @hillery_dan What's the formula for shares outstanding"
X Link 2025-08-06T03:57Z [--] followers, [--] engagements
"@PunterJeff Jeff - It appears your formula for "BTC price needed for assets Debt + [--] years dividend" excludes the 4yrPrefDiv. I think that scenario price is slightly higher. Thanks for the pod"
X Link 2025-08-21T04:52Z [---] followers, [---] engagements
"$MSTR has $73.5B worth of $BTC on the balance sheet. Massive collateral with BTC assets that are 8.9x the Debt. $MSTR has enough BTC assets to cover all debt preferred stock [--] years of dividends and weather a 77% $BTC drawdown to $27K USD/BTC. π I like this stock. 2/3π§΅"
X Link 2025-08-22T20:06Z [---] followers, [--] engagements
"How does @saylor get the pref offerings rated Seems to be the unlock on the $300 Trillion Fixed Income Market. $MSTR Nice thread from @BTCBULLRIDER 5/ MSTR's TAM = $300 Trillion Fixed Income Market This is the backdrop almost nobody talks about. The $300+ trillion fixed income market has been in a 40-year bull run. Remember when interest rates fall bond prices rise. And for four decades that meant easy profits. https://t.co/brd2WanMqw 5/ MSTR's TAM = $300 Trillion Fixed Income Market This is the backdrop almost nobody talks about. The $300+ trillion fixed income market has been in a 40-year"
X Link 2025-08-23T12:46Z [---] followers, [---] engagements
"YTD $MSTR $BTC growth 42% Share growth 13% *Per share BTC exposure (BTC Yield) +26% *Adding BTC faster than shareholder dilution MSTR is undervalued given future BTC Yield & BTC Price. Can you stay solvent longer than the market stays irrational @shirishjajodia @PunterJeff"
X Link 2025-08-27T16:17Z [---] followers, [---] engagements
"Wait for the cream. @saylor on Common ATM $MSTR @Adrian_R_Morris @lilbernadette @Adrian_R_Morris Here's an even better one to prove @saylor is just skimming the teensiest bit of the cream. Black is pre-existing shares. https://t.co/mWJs8OXZ6A @Adrian_R_Morris Here's an even better one to prove @saylor is just skimming the teensiest bit of the cream. Black is pre-existing shares. https://t.co/mWJs8OXZ6A"
X Link 2025-08-28T03:14Z [---] followers, [---] engagements
"@Adrian_R_Morris @saylor @lilbernadette Ha Its actually a good analogy. Saylor the milk farmer. Selling the cream to buy more cows. Providing milk to the shareholders. Hell never sell the cows"
X Link 2025-08-28T03:19Z [---] followers, [--] engagements
"$BTC https://t.co/gGYLRx4yUN https://t.co/gGYLRx4yUN"
X Link 2025-08-28T14:00Z [---] followers, [--] engagements
"How big is the @MicroStrategy $BTC purchase this week And what are the sources $MSTR $STRF $STRC $STRK $STRD"
X Link 2025-08-28T15:25Z [---] followers, [---] engagements
"@Adrian_R_Morris @lilbernadette @LongInvestor85 I think @ChrisMMillas made a chart about which Strategy vehicles were tapped over time and how much"
X Link 2025-08-28T16:22Z [---] followers, [---] engagements
"@Adrian_R_Morris @lilbernadette @LongInvestor85 @ChrisMMillas Yeah I misremembered it as also including common. π"
X Link 2025-08-28T16:43Z [---] followers, [--] engagements
"@Adrian_R_Morris @lilbernadette @LongInvestor85 @ChrisMMillas I do have a spreadsheet of the numbers from each weekly 8-K filing"
X Link 2025-08-28T16:45Z [---] followers, [--] engagements
"@PunterJeff @Strategy @saylor Matthew McConaughey to star in the @PunterJeff biopic"
X Link 2025-08-29T16:15Z [---] followers, [---] engagements
"Interview: https://youtu.be/Tf08Dpc3ezUsi=60l9S4CETikk_ABN&t=1760 https://youtu.be/Tf08Dpc3ezUsi=60l9S4CETikk_ABN&t=1760"
X Link 2025-08-29T19:46Z [---] followers, [---] engagements
"Strategy achieves a $25B BTC $ Gain on the current 632K stack with a year end BTC price of $135K. $MSTR $BTC Working it out here:"
X Link 2025-08-29T19:51Z [---] followers, [---] engagements
"@SwoonHusker @PunterJeff You maintain the long term CAGR $BTC conviction in a downturn and therefore if you buy a bear dip you have a more attractive return opportunity. You can use power law as a tool"
X Link 2025-08-31T01:56Z [---] followers, [--] engagements
"I took a multi-million dollar vacation in [----]. $BTC In [----] $1 bought [------] sats. Today it buys [---]. π https://t.co/DoNJ5Ecntq In [----] $1 bought [------] sats. Today it buys [---]. π https://t.co/DoNJ5Ecntq"
X Link 2025-08-31T12:43Z [---] followers, [--] engagements
""Lower your time preference" they say. $MSTR VS $BTC returns π΄ 30D -8.8% VS -5.1% π 90D -13.7% VS +3.5% π‘ YTD +11.5% VS 11.7% π’ 1YR +152.5% VS 83.2% Hold a conviction & achieve a new emotional baseline. @Adrian_R_Morris @BenWerkman @nithusezni @PunterJeff"
X Link 2025-08-31T14:17Z [---] followers, [---] engagements
"@NitherDither @Adrian_R_Morris @BenWerkman @nithusezni @PunterJeff @grok Explain the rude awakening asserted here"
X Link 2025-08-31T18:31Z [---] followers, [--] engagements
"Investing in Strategy is like betting on the 1990s Chicago Bulls. Theyre stacking rings. @saylor $MSTR $BTC"
X Link 2025-09-01T14:11Z [---] followers, [--] engagements
"@mrofwallstreet @GROK enlighten me here"
X Link 2025-09-01T20:33Z [---] followers, [---] engagements
"It depends on how bipolar Mr. Market feels that day you cash out. So let me get this straight. Since Saylor is stacking more bitcoin using MSTR shares theres more BTC for every MSTR share. So when i cash out MSTR i get more bitcoin than before right So let me get this straight. Since Saylor is stacking more bitcoin using MSTR shares theres more BTC for every MSTR share. So when i cash out MSTR i get more bitcoin than before right"
X Link 2025-09-10T18:37Z [---] followers, [---] engagements
"Today is a similar $MSTR timeframe as [----] anticipating a string of fed rate cuts (Sep-Dec). No pro-BTC presidential election in [----] but catalysts are: $7T+ funds in money markets BTC legislation Dec S&P [---] inclusion & favorable $BTC price action. @Adrian_R_Morris"
X Link 2025-09-11T14:08Z [---] followers, 11.4K engagements
"$MSTR mNAV will improve from now through year-end. Even with low-sentiment mNAV the common share price will improve with $BTC. Any traction in the preferred products (my bet is on $STRC w/ fed rate cut) will take pressure off of capital raising via common ATM and provide upside"
X Link 2025-09-12T14:44Z [---] followers, [---] engagements
""I do believe Marsellus Wallace my husband your boss told you to take me out and do whatever I wanted. Now I wanna dance I wanna win. I want that trophy so dance good." - Mia Wallace (Uma Thurman) to Vincent Vega (John Travolta). LET'S DANCE. $MSTR $BTC"
X Link 2025-09-12T14:49Z [---] followers, [---] engagements
"We're going to $626. $MSTR Year end $MSTR price target $626. https://t.co/tytDALIRd1 Year end $MSTR price target $626. https://t.co/tytDALIRd1"
X Link 2025-09-12T20:40Z [---] followers, [----] engagements
"@BTCoptioneer @HermesLux Would love to see $AAPL purchase Strategy Preferred Equities (STRF STRC STRK STRD)"
X Link 2025-09-12T21:20Z [---] followers, [--] engagements
"Seasonality of $MSTR $BTC Look at October. π"
X Link 2025-09-15T17:08Z [---] followers, [----] engagements
"@federalreserve @RemindMe_OfThis in [--] hours"
X Link 2025-09-16T22:15Z [---] followers, [--] engagements
"Hey @RobinhoodApp when can I buy @Strategys $STRC on your platform"
X Link 2025-09-17T14:57Z [---] followers, [---] engagements
"Everyone: Go ahead and ping @AskRobinhood with "When can I buy @Strategy's preferred offerings like $STRF $STRC $STRK and $STRD""
X Link 2025-09-18T19:44Z [---] followers, [---] engagements
"beep beep beep $MSTR Somebody wants $MSTR to scrape the low $300's before Oct. and if it does I'm backing up the truck. Somebody wants $MSTR to scrape the low $300's before Oct. and if it does I'm backing up the truck"
X Link 2025-09-24T20:15Z [---] followers, [----] engagements
"Well well well. how the turn tables. $MSTR $BTC"
X Link 2025-09-26T13:15Z [---] followers, [----] engagements
"This would put $MSTR at $793 in my model. On January [--] [----] Bitcoin will be $221696 I refuse to elaborate further. On January [--] [----] Bitcoin will be $221696 I refuse to elaborate further"
X Link 2025-09-26T17:43Z [---] followers, [---] engagements
"@_ChaitanyaJ @Strategy @titlejt Crocs"
X Link 2025-09-27T14:50Z [---] followers, [---] engagements
"Notwithstanding tomorrow's announcement of BTC purchases last week and their avg cost: $BTC at 9/30 needs to be $108298 for $MSTR to breakeven on BTC holdings in Q3. This would equate to a $326 million gain on buys from prior quarters offset by a $326 million loss on Q3 buys. Correction: This only applies to Bitcoin owned previously. All of the Bitcoin purchased for this quarter is currently negative so Bitcoin is actually going to have to be higher than $109k to show a profit. Correction: This only applies to Bitcoin owned previously. All of the Bitcoin purchased for this quarter is"
X Link 2025-09-28T19:30Z [---] followers, [----] engagements
"Here I share the $BTC price needed for $MSTR to break even on Q3 earnings on their $BTC. I'll update with tomorrow's BTC purchases and average cost. https://x.com/under_____taker/status/1972383408228859933 Notwithstanding tomorrow's announcement of BTC purchases last week and their avg cost: $BTC at 9/30 needs to be $108298 for $MSTR to breakeven on BTC holdings in Q3. This would equate to a $326 million gain on buys from prior quarters offset by a $326 million loss on Q3 buys. https://t.co/l2xK9D7lem https://x.com/under_____taker/status/1972383408228859933 Notwithstanding tomorrow's"
X Link 2025-09-28T20:53Z [---] followers, [---] engagements
"@ChrisMMillas @Bhavin40324 Self sovereignty* could be a yellow icon for MSTR"
X Link 2025-09-28T21:05Z [---] followers, [--] engagements
"I now speak directly to my millions of followers. $MSTR's [--] month return is now 1%. Nature is healing"
X Link 2025-09-28T21:17Z [---] followers, [---] engagements
"The smaller-than-desired $MSTR buy ($BTC) last week could be partly influenced by a desire to preserve a strong EPS. Q3 $MSTR Update: What $BTC price is needed for BTC earnings to break even in Q3 $108300. With $BTC hovering around $114000 $MSTR achieves a $2.6 billion Q3 gain (basic EPS $9; diluted EPS is $8). @PunterJeff @Adrian_R_Morris @BTCoptioneer @shirishjajodia https://t.co/HBfiWiralQ Q3 $MSTR Update: What $BTC price is needed for BTC earnings to break even in Q3 $108300. With $BTC hovering around $114000 $MSTR achieves a $2.6 billion Q3 gain (basic EPS $9; diluted EPS is $8)."
X Link 2025-09-29T21:45Z [---] followers, [---] engagements
"$MSTR Q3 Earnings Analysis With about an hour of trading to go and $BTC at $113600 $9 basic EPS and $8 diluted EPS likely. It looks as though MSTR will once again report positive earnings. it's official at 4pm ET. It looks as though MSTR will once again report positive earnings. it's official at 4pm ET"
X Link 2025-09-30T19:01Z [---] followers, [----] engagements
"Me watching price action live before the bell. $BTC $MSTR"
X Link 2025-09-30T19:56Z [---] followers, [---] engagements
"A look at #Seasonality after the bell. $MSTR's worst Q3 in the $BTC era. $BTC notched it's 3rd best Q3 in the same time period. What's next for Q4 Pumpkin Spice $MSTR Season"
X Link 2025-09-30T20:03Z [---] followers, [---] engagements
"$MSTR & my analysis of Q3 earnings That last hour of price action improved Q3 earnings by 12%: from $2.6 billion ($113681 $BTC) to $2.9 billion ($114336 $BTC). That's what scale can do. Bullish. $MSTR Q3 Earnings Analysis With about an hour of trading to go and $BTC at $113600 $9 basic EPS and $8 diluted EPS likely. https://t.co/h76YoOQR5p $MSTR Q3 Earnings Analysis With about an hour of trading to go and $BTC at $113600 $9 basic EPS and $8 diluted EPS likely. https://t.co/h76YoOQR5p"
X Link 2025-09-30T20:09Z [---] followers, [----] engagements
"$MSTR: Looking at the trailing twelve months as if accounting rules had been consistent. $19.8 billion gain on BTC holdings $14.8 billion net income estimated $55 basic BTC EPS $49 diluted BTC EPS 86% BTC Yield (Q4'24 BTC Yield was 48% π) 154% BTC Stack 36% ADSO dilution"
X Link 2025-09-30T20:46Z [---] followers, [---] engagements
"$MSTR: Here's a look at year-over-year Q3 performance The fiat value of $BTC holdings are up 358% y-o-y. Bullish"
X Link 2025-09-30T20:55Z [---] followers, [---] engagements
"@cyberhornetnest @PunterJeff It has to sit on the balance sheet as a deferred asset / liability"
X Link 2025-09-30T21:23Z [---] followers, [--] engagements
"$MSTR Bullish. @gefjon_nasira The P/E on an "as if" basis assuming FASB fair value accounting were in place for Q4 [----] is near [---] https://t.co/n8xOiIkmSJ @gefjon_nasira The P/E on an "as if" basis assuming FASB fair value accounting were in place for Q4 [----] is near [---] https://t.co/n8xOiIkmSJ"
X Link 2025-09-30T22:30Z [---] followers, [---] engagements
"$MSTR uses the market price of $BTC as of 4:00pm ET on the Coinbase exchange on the last day of the applicable period"
X Link 2025-10-01T02:50Z [---] followers, [---] engagements
"I'm not pushing any buttons. Hodl. $MSTR $BTC"
X Link 2025-10-01T13:16Z [---] followers, [---] engagements
"@BTCoptioneer @Z06Z07 Good question. I'll hang up and listen"
X Link 2025-10-01T15:13Z [---] followers, [--] engagements
"I just bought $STRC on @RobinhoodApp"
X Link 2025-10-01T22:37Z [---] followers, [----] engagements
"@CFutureNow @MicroStrategy @RobinhoodApp It's on there"
X Link 2025-10-01T22:39Z [---] followers, [--] engagements
"@Z06Z07 @Byenow01 @saylor @Strategy @MicroStrategy @RobinhoodApp @vladtenev @AskRobinhood It's there"
X Link 2025-10-01T22:40Z [---] followers, [--] engagements
"$BTC One of best October starts. Behind [----] and 2017"
X Link 2025-10-02T02:33Z [---] followers, [---] engagements
"Par Peg Party $STRC I just bought $STRC on @RobinhoodApp. I just bought $STRC on @RobinhoodApp"
X Link 2025-10-02T13:11Z [---] followers, [---] engagements
"@Z06Z07 @Strategy Hi Grain - thanks. Can you tell me how (or where you've discussed) they would accomplish a $10B buyback"
X Link 2025-10-02T13:48Z [---] followers, [--] engagements
"@Adrian_R_Morris $MSTX once $MSTR breaks above $360"
X Link 2025-10-02T19:23Z [---] followers, [---] engagements
"$MSTR in one week. (Hint: the math checks out) Sunday 9/28* $BTC $109358 Sunday 10/5* $BTC $123127 = $13769 Unrealized Gain per $BTC (+12.59%) x [------] HODL = $8812586839 Unrealized Gain *8AM Eastern Time Measurement This is what scale can do. Bullish. No new orange dots this week just a $9 billion reminder of why we HODL. https://t.co/P84m14WF3G No new orange dots this week just a $9 billion reminder of why we HODL. https://t.co/P84m14WF3G"
X Link 2025-10-05T14:28Z [---] followers, [----] engagements
"$MSTR vs BTC priced in Gold since the Q2 [----] earnings call"
X Link 2025-10-05T14:45Z [---] followers, [---] engagements
"@RoaringRagnar @adam3us @saylor @Strategy Last week: https://x.com/under_____taker/status/1974844069768745251 $MSTR in one week. (Hint: the math checks out) Sunday 9/28* $BTC $109358 Sunday 10/5* $BTC $123127 = $13769 Unrealized Gain per $BTC (+12.59%) x [------] HODL = $8812586839 Unrealized Gain 8AM Eastern Time Measurement This is what scale can do. Bullish. https://x.com/under_____taker/status/1974844069768745251 $MSTR in one week. (Hint: the math checks out) Sunday 9/28 $BTC $109358 Sunday 10/5* $BTC $123127 = $13769 Unrealized Gain per $BTC (+12.59%) x [------] HODL = $8812586839"
X Link 2025-10-05T21:41Z [---] followers, [---] engagements
"Theres a price at which $MSTR shorts must flip long and Im here for it. π©³π"
X Link 2025-10-06T14:18Z [---] followers, [---] engagements
"$BTC is in open range. Bitcoin Breakout of the megaphone pattern following the completion of the iH&S. $140k target. Open air. No resistance levels above. Insanely bullish. Weve all waited for whats coming. Lets do this $BTC will pump first. Alts will follow. https://t.co/rv89BCD9wt Bitcoin Breakout of the megaphone pattern following the completion of the iH&S. $140k target. Open air. No resistance levels above. Insanely bullish. Weve all waited for whats coming. Lets do this $BTC will pump first. Alts will follow. https://t.co/rv89BCD9wt"
X Link 2025-10-06T17:50Z [---] followers, [---] engagements
"$MSTR $BTC Today's red dot ($360 / $125K) is lonely out there. There's still risk here but more room for upside opportunity. Bullish"
X Link 2025-10-06T22:08Z [---] followers, [---] engagements
"@IIICapital Call me Abraham Lincoln"
X Link 2025-10-07T15:34Z [---] followers, [--] engagements
"@HermesLux Extrapolating today's price along the median seasonality price path says the same thing. $130K. π"
X Link 2025-10-14T19:17Z [---] followers, [---] engagements
"@HermesLux Now do $MSTX"
X Link 2025-10-15T16:02Z [---] followers, [---] engagements
"@CJ_Bitcoin New handle. Same mission"
X Link 2025-10-18T12:38Z [---] followers, [--] engagements
"@aganstwallst Il chime in with a question: When STRATEGY raised capital via $STRF and bought BTC with those funds did that help $MSTR (common)"
X Link 2025-06-30T23:42Z [---] followers, [--] engagements
"@BritishHodl Call it $STRT. Strut your stuff"
X Link 2025-08-21T05:23Z [---] followers, [---] engagements
"Assuming no more $BTC added $MSTR has an estimated Q3 EPS of $14+. π Math: $5.4B gain on the 597K $BTC held on 7/1 offset slightly by a $3.1M loss on 32K $BTC acquired QTD. Total $BTC stack = 629K. (credit @PunterJeff for construct) Where's the lie @shirishjajodia 1/3π§΅"
X Link 2025-08-22T20:06Z [---] followers, [---] engagements
"How would you describe the NAV multiple Here's Strategy CEO @digitalphong on valuation multiples with @BitcoinPierre. If management's projects [----] BTC $ Gain of $25B then the current 632K stack needs EOY $BTC price of $135000. @PunterJeff @Adrian_R_Morris @hillery_dan"
X Link 2025-08-29T19:45Z [---] followers, [----] engagements
"Governance behavior. Not a founder-led BTC proxy now. Board behaves like a firm meeting external standards it never cared about before. Common theme S&P [---] inclusion prep. Odd sequence of events is internal responses to committee feedback that can't be publicly disclosed. $MSTR Ugh: [--]. Board voted to add Moving Liquidation Price to STRK after the IPO for no apparent reason. [--]. Board Issues revolutionary guidance. [--]. Board rescinds same two weeks later. [--]. Board allows talking heads to run with the story that they were only reversing to maintain Ugh: [--]. Board voted to add Moving Liquidation"
X Link 2025-09-03T20:45Z [---] followers, [--] engagements
"10 Years of $BTC October Seasonality [--] of [--] years (90%): -Oct returns range from 6%-48% (avg 23%; median 26%) -MTD Drawdowns to a low point range from -10% to -0.4% -From the drawdown low to Oct [--] the gain ranges from 1.7%. to 50.7% -Low point timing by Oct [--] (50% by Oct 4) Uptober here we come. $BTC https://t.co/ZQrI6FXE7u Uptober here we come. $BTC https://t.co/ZQrI6FXE7u"
X Link 2025-09-28T20:49Z [---] followers, [---] engagements
"My first $STRC dividend is pending in the brokerage account. $MSTR"
X Link 2025-10-16T12:59Z [---] followers, [---] engagements
"False. Effective $STRC yield at todays close is 13.33%. $110.25/$97.28-1=0.133 $MSTR JUST IN: $STRC Strategys #Bitcoin-backed preferred stock now yields 10.25% annually paid monthly.π₯ https://t.co/iXMahopODf JUST IN: $STRC Strategys #Bitcoin-backed preferred stock now yields 10.25% annually paid monthly.π₯ https://t.co/iXMahopODf"
X Link 2025-10-16T21:30Z [---] followers, [----] engagements
"@hillery_dan $STRC effectively pays out 13.33%. https://x.com/under_____taker/status/1978936545085211105 False. Effective $STRC yield at todays close is 13.33%. $110.25/$97.28-1=0.133 $MSTR https://x.com/under_____taker/status/1978936545085211105 False. Effective $STRC yield at todays close is 13.33%. $110.25/$97.28-1=0.133 $MSTR"
X Link 2025-10-16T21:31Z [---] followers, [---] engagements
"@nsquaredvalue 130K would be an outperformance at this point"
X Link 2025-10-19T15:15Z [---] followers, [---] engagements
"@BTCoptioneer @HermesLux They can increase EPS guidance while decreasing BTC Yield especially if preferred equities ATM is now the path to raising capital for BTC purchases"
X Link 2025-10-20T15:15Z [---] followers, [--] engagements
"@BTCoptioneer What delta/DTE do you look for your $MSTR short puts"
X Link 2025-10-20T16:22Z [---] followers, [--] engagements
"@RoaringRagnar @JesseKobernick Total Leverage Ratio = (Debt + Preferred) / BTC NAV"
X Link 2025-10-20T22:29Z [---] followers, [--] engagements
"MICHAEL SAYLOR: AI WILL WANT BITCOIN"
X Link 2025-10-22T13:44Z [---] followers, [---] engagements
"@andiarcher @Adrian_R_Morris Q3 EPS: $9 basic / $8 diluted"
X Link 2025-10-28T19:39Z [---] followers, [---] engagements
"@BenWerkman The institutional question What is the Bitcoin governance and strategic continuity plan post-Saylor"
X Link 2025-10-29T13:52Z [---] followers, [---] engagements
"@BenWerkman If Bitcoin enters a multi-month drawdown what specific safeguards ensure MicroStrategy is never a forced seller Please detail your capital structure collateral buffers and triggers that guarantee core BTC reserves cannot be liquidated under stress"
X Link 2025-10-29T15:22Z [---] followers, [---] engagements
"@BritishHodl Cue the Raiders of the Lost Ark / ark of the covenant / Nazi face melting gif"
X Link 2025-10-29T17:37Z [---] followers, [---] engagements
"@Adrian_R_Morris How are 641K BTC valued at $47B"
X Link 2025-10-30T03:23Z [---] followers, [---] engagements
"@Adrian_R_Morris @JesseKobernick Im excited to see how they actually achieve the reaffirmed 30% BTC Yield guidance"
X Link 2025-10-30T22:38Z [---] followers, [--] engagements
"@ZynxBTC Yes. Reaffirming the 30% BTC Yield guidance with conviction is a big deal. I trust them to do it"
X Link 2025-10-30T22:45Z [---] followers, [----] engagements
"Modeling sensitivity on using margin to sell cash secured puts with $STRC as collateral in Robinhood. Feedback / challenges welcome. @BTCoptioneer Margin model using $STRC as collateral: https://t.co/OMinFvGcqb Goals: Survive -50% BTC bear Avoid margin call Generate income (CCs/CSPs) Assumptions: MSTR = 1.6x BTC action STRC = 0.5x BTC action Margin used on put assignment Cap margin @ 60% of current STRC Feedback welcome. @BTCoptioneer Margin model using $STRC as collateral: https://t.co/OMinFvGcqb Goals: Survive -50% BTC bear Avoid margin call Generate income (CCs/CSPs) Assumptions: MSTR ="
X Link 2025-11-02T22:02Z [---] followers, [---] engagements
"@LynAldenContact @RemindMe_OfThis in [---] days"
X Link 2025-11-03T14:39Z [---] followers, [----] engagements
"@BTCoptioneer @HermesLux Reaffirming 30% BTC Yield in [----] applied some pressure. Lets do it"
X Link 2025-11-03T15:01Z [---] followers, [--] engagements
"You buy Bitcoin to exit fiat. I also buy $MSTR to leverage that exit. We are playing the same game. There's a bigger board. You invest in stock because of a companies potential to make more fiat. I buy Bitcoin because of its potential to replace fiat. We are not the same. You invest in stock because of a companies potential to make more fiat. I buy Bitcoin because of its potential to replace fiat. We are not the same"
X Link 2025-11-03T16:56Z [---] followers, [---] engagements
"Liquidate & Rip. Picked this up at @HobbyLobby the other day. $BTC Liquidate & Rip. Liquidate & Rip"
X Link 2025-11-03T17:11Z [---] followers, [--] engagements
"Stay hungry monsters. $MSTR $BTC https://t.co/fVkkAbI3bs $BTC https://t.co/fVkkAbI3bs"
X Link 2025-11-04T22:16Z [---] followers, [---] engagements
"@SullyMichaelvan The bull market is over for sellers"
X Link 2025-11-05T13:34Z [---] followers, [----] engagements
"@BTCoptioneer @hillery_dan On $STRK"
X Link 2025-11-06T04:38Z [---] followers, [--] engagements
"@BitcoinForCorps @Adrian_R_Morris Yo Congrats @Adrian_R_Morris"
X Link 2025-11-06T14:25Z [---] followers, [--] engagements
"@BTCoptioneer @BTC_Archive Would love to see the model that considers RHs additional borrowing capacity vs current balance sheet"
X Link 2025-11-06T14:59Z [---] followers, [--] engagements
"Who's buying here fam $MSTR $BTC"
X Link 2025-11-06T16:49Z [---] followers, [---] engagements
"@HermesLux Seat belt Im wearing a 5-point harness and a neck brace"
X Link 2025-11-06T20:38Z [---] followers, [----] engagements
"This supports what @invest_answers calls the perpetual bull market. $MSTR $BTC Welcome to the party Europe. $MSTR https://t.co/kIWY9qt957 Welcome to the party Europe. $MSTR https://t.co/kIWY9qt957"
X Link 2025-11-07T13:51Z [---] followers, [---] engagements
"Not if we see MSTR price action to [--] (or less) mNAV and we have some more BTC downward pressure. @HermesLux Although now might be the best time. @HermesLux Although now might be the best time"
X Link 2025-11-07T14:10Z [---] followers, [--] engagements
"@ZynxBTC @btc_overflow"
X Link 2025-11-07T14:26Z [---] followers, [--] engagements
"@HermesLux I sold $IBIT puts exp 12/19 at the implied BTC $94K level"
X Link 2025-11-07T15:47Z [---] followers, [--] engagements
"$BTC Taking the fight underground. https://t.co/f7nBAx90NG Taking the fight underground. https://t.co/f7nBAx90NG"
X Link 2025-11-08T05:19Z [---] followers, [--] engagements
"@IIICapital So much higher but not meaning the liquidation price. So much lower"
X Link 2025-11-09T23:39Z [---] followers, [---] engagements
"@_Adrian @Strategy Digital credit where credit is due @_Adrian"
X Link 2025-11-11T17:09Z [---] followers, [--] engagements
"Investors today $MSTR $BTC @ChrisMMillas"
X Link 2025-11-12T19:53Z [---] followers, [----] engagements
"@btc_overflow @RoaringRagnar lol"
X Link 2025-11-13T01:34Z [---] followers, [--] engagements
"Run this back. $MSTR $BTC Investors today $MSTR $BTC @ChrisMMillas https://t.co/U8iyIUPxro Investors today $MSTR $BTC @ChrisMMillas https://t.co/U8iyIUPxro"
X Link 2025-11-13T16:17Z [---] followers, [---] engagements
"@_Adrian Over or under [----] BTC"
X Link 2025-11-14T21:16Z [---] followers, [---] engagements
"Seasonality for $BTC and $MSTR. I'm prepared for a little more pain. HODL"
X Link 2025-11-15T13:27Z [---] followers, [---] engagements
"Comparing $MSTR and $BTC performance. Returns at various time horizons:"
X Link 2025-11-15T13:55Z [---] followers, [--] engagements
"Comparing $MSTR and $BTC performance. [--] year and YTD views. The past four months have been ugly for $MSTR holders. I'm holding"
X Link 2025-11-15T13:55Z [---] followers, [--] engagements
"$BTC Power Law visualization. USD price trades 18% below the power law curve which suggests $113400 now. In the last [--] days we've maxed at being 13% above the power law to to 20% below. I'm resolved to continue my daily DCA program. Chart visuals in @JimSixOneEight's format who blocked me. Say hi if you see him"
X Link 2025-11-15T13:55Z [---] followers, [--] engagements
"One year of $MSTR prices at each $BTC price. This is a sad one but it also shows you the range out outcomes when sentiment changes and $BTC improves. I'm holding"
X Link 2025-11-15T13:55Z [---] followers, [--] engagements
"$MSTR prices in $BTC. We're down to levels we held in May [----] and September [----]. Similar to the February [----] blow off top when Strategy held [-----] BTC. The stack under $MSTR is 9x today"
X Link 2025-11-15T13:55Z [---] followers, [--] engagements
"Me reading both bearish and bullish posts on what's next for $BTC"
X Link 2025-11-16T22:48Z [---] followers, [--] engagements
"@apsk32 Isnt $BTC currently under the power law curve"
X Link 2025-11-16T23:56Z [---] followers, [---] engagements
"@HolySmokas @RemindMe_OfThis in one year"
X Link 2025-11-18T20:03Z [---] followers, [--] engagements
"$NVDA $NVDA is pricing a 6% implied move into tonights earnings with $QQQ pricing 2% and $SMH 4%. One companys earnings has now become a bigger market event than most macro catalysts π€― $NVDA is pricing a 6% implied move into tonights earnings with $QQQ pricing 2% and $SMH 4%. One companys earnings has now become a bigger market event than most macro catalysts π€―"
X Link 2025-11-19T19:22Z [---] followers, [---] engagements
"Peppering in opportunistic buys on top of my daily $BTC DCA. And @BenWerkman's right. Don't dump your girlfriend with a broken arm at the ER"
X Link 2025-11-20T18:19Z [---] followers, [---] engagements
"In the Q3 [----] Financial Results Press Release (October [--] 2025) $MSTR management reiterated the $80 diluted EPS guidance. This was based on year-end $150K $BTC. The period doesn't end today. There's [--] days left. $130K $BTC would indicate $50 diluted EPS"
X Link 2025-11-20T18:28Z [---] followers, [--] engagements
"$BTC all-time-highs (ATH) vs the next low both in days and price movements across 2024-2025. We are [--] days into a 31% pullback. How much lower/longer"
X Link 2025-11-20T19:50Z [---] followers, [---] engagements
"Investors today $MSTR $BTC Investors today $MSTR $BTC @ChrisMMillas https://t.co/U8iyIUPxro Investors today $MSTR $BTC @ChrisMMillas https://t.co/U8iyIUPxro"
X Link 2025-11-20T20:56Z [---] followers, [---] engagements
"@scottmelker @Gemini @RemindMe_OfThis in two weeks"
X Link 2025-11-20T22:57Z [---] followers, [--] engagements
"@birdfIip The typo in the quoted tweet is the cherry on top"
X Link 2025-11-25T03:43Z [---] followers, [--] engagements
"@_Adrian @Strategy @saylor I like green dots and I cannot lie"
X Link 2025-12-02T14:38Z [---] followers, [---] engagements
"In the spirit of @BTCoptioneer's framework I am sharing my own [--] year $MSTR model for financial entertainment. Assumptions in Base case: -$BTC CAGR at 25% -MSTR pinned at [----] mNAV -Preferred demand flat -Prefs yield 11% 10-year Base case output: BTC: $853K (9x 25% CAGR) MSTR: $2196 (12x 28% CAGR) Super-Bear Bear Bull and Super-Bull also included below. Critics welcome. URL: https://docs.google.com/spreadsheets/d/12U-mLvp9qFkoRp4PY68U6vnmVjeC0Hh5a2U_G7nPZVs/editgid=678641618#gid=678641618"
X Link 2025-12-03T18:27Z [---] followers, [----] engagements
"@ColeMacro MSCIs proposal to exclude Bitcoin-treasury companies isnt passive investing its an active bet. BTC-enabled firms are real operators in AI + structured finance. If clients want exclusions use custom indices. Keep the core benchmarks neutral"
X Link 2025-12-05T13:15Z [---] followers, [----] engagements
"Updated my [--] year $MSTR model for financial entertainment using today's quote. Assumptions in Base case: -$BTC CAGR at 25% -MSTR pinned at 1.15x mNAV -Preferred demand flat -Prefs yield 11% -USD reserve [--] coverage months 10-year Base case output: BTC: $832K (9.3x 25% CAGR) MSTR: $1876 (10.5x 26.5% CAGR) Model updates: -Added STRK converts options outstanding and RSU/PSU unvested to terminal basic share count Super-Bear Bear Bull and Super-Bull also included below. Critics welcome. H/T for reviews: @ZynxBTC @BTCoptioneer Model URL:"
X Link 2025-12-05T21:50Z [---] followers, [----] engagements
"A solid management team is a key ingredient of any worthwhile longterm investment. Check out @BitStrategy21's content on the team at @Strategy: $MSTR $STRF $STRC $STRK $STRE $STRD"
X Link 2025-12-07T21:01Z [---] followers, [----] engagements
"Starting Jan [--] [----] Id like to track the USD YTD returns of various allocations of capital in this space. Progress updates weekly at the Friday close. Reply with the portfolio mix youd like to see in the weekly updates. Example: 50% $BTC 20% $MSTR 10% $MTPLF 10% $ASST 10% Cash Digital credit and $MSTR are much more likely to fail than Bitcoin. Imagine a world where: Bitcoin wins but digital credit demand stagnates. In that world Bitcoin easily outperforms $MSTR. BTC has zero corporate risk. Digital credit doesnt. But flip the script: If Digital credit and $MSTR are much more likely to fail"
X Link 2025-12-07T21:36Z [---] followers, [----] engagements
"Long $MSTX in July [----]. Fastest way to go broke Fastest way to go broke"
X Link 2025-12-09T01:54Z [---] followers, [---] engagements
"Dear $MSTR investors"
X Link 2025-12-17T14:57Z [---] followers, [---] engagements
"@TrendSpider @RemindMe_OfThis on Monday at 6am mountain time"
X Link 2025-12-20T00:17Z [---] followers, [----] engagements
"@IIICapital Joe there will always be shiny objects. Hell you could own $KO this year and outperform $BTC. I have to stick to my thesis based on utility long term value and asymmetric upside"
X Link 2025-12-27T14:55Z [---] followers, [--] engagements
"@RemindMe_OfThis in [--] months"
X Link 2025-12-28T00:12Z [---] followers, [--] engagements
"@thepowerfulHRV A 17% discount is misleading. The BTC is funded by common equity preferred equity and debt. Then you have to remove the cash on hand. Enterprise value = $49.3B market cap + $8.2B debt + $8.0B pref - $2.2B USD = $63.3B BTC reserve = $58.7B mNAV = 63.3B / 58.B = 1.08"
X Link 2025-12-28T21:39Z [---] followers, [---] engagements
"$MSTR is dumb but its smart. MSTR is "so bad it's actually good" here. agreed. $MSTR is cheap now. MSTR is "so bad it's actually good" here. agreed. $MSTR is cheap now"
X Link 2025-12-30T02:15Z [---] followers, [---] engagements
"@SimplyBitcoin Extreme Boredom. HODL"
X Link 2025-12-30T14:18Z [---] followers, [--] engagements
"Were about [--] weeks away from the @Strategy $MSTR 4th Quarter [----] Earnings call"
X Link 2025-12-30T14:23Z [---] followers, [--] engagements
"@Darkminer71 I sold $10 $MSTX puts and feel similarly"
X Link 2025-12-30T15:53Z [---] followers, [---] engagements
"And my $MSTR bottom is in my britches. The bottom is in bitches. $mstr The bottom is in bitches. $mstr"
X Link 2026-01-02T23:12Z [---] followers, [---] engagements
"@ZynxBTC *From 2011-2025"
X Link 2026-01-03T03:32Z [---] followers, [--] engagements
"mNAV of $MSTR will expand for the same reason you hold spot $BTC"
X Link 2026-01-03T15:13Z [---] followers, [---] engagements
"@AdamBLiv All respect to the bitcoin wizard. π§ For the record I am bullish and ask with genuine curiosity: Does your price model with BTC Yield factor additional share issuance to buy BTC beefing up the USD reserve and raising funds to pay pref dividends"
X Link 2026-01-04T20:11Z [---] followers, [---] engagements
"FASB adoption cuts both ways for @Strategy but the critics cant have it both ways. You cant ignore historically impressive EPS performance AND make much of a large mark-to-market drop on $BTC holdings giving to big EPS loss. If Q1 can hold BTC above $88000 then Q1 EPS is positive and sum of trailing [--] quarters is positive. https://twitter.com/i/web/status/2008184381333246013 https://twitter.com/i/web/status/2008184381333246013"
X Link 2026-01-05T14:30Z [---] followers, [---] engagements
"@RyansMethod What is that $MSTR price if it reaches that range in [--] days"
X Link 2026-01-05T18:42Z [---] followers, [---] engagements
"Strongly recommended for anyone wanting to understand the @Strategy thesis. $MSTR Strategy is building a Bitcoin-backed empire that is uniquely positioning it to dominate the fixed income market for decades to come and with a clear pathway to becoming the most valuable company in the world. Here's my full $MSTR thesis updated for [----] including my valuation https://t.co/rnrd0iFaxq Strategy is building a Bitcoin-backed empire that is uniquely positioning it to dominate the fixed income market for decades to come and with a clear pathway to becoming the most valuable company in the world."
X Link 2026-01-06T14:28Z [---] followers, [----] engagements
"@BTCoptioneer @BTC_for_Freedom We kissed $80K-$81K in late November [----] no"
X Link 2026-01-13T22:53Z [---] followers, [--] engagements
"@AdamSimecka I dont follow the logic here. Accumulation in this sentiment is remarkable. BTC Accumulation is propelled in high sentiment"
X Link 2026-01-20T04:29Z [---] followers, [--] engagements
"@MD_ata21 @HermesLux @Polymarket Over/under [-----] days"
X Link 2026-01-20T14:06Z [---] followers, [--] engagements
"@HermesLux Need a FUD-equivalent acronym for this genre HL"
X Link 2026-01-20T16:28Z [---] followers, [--] engagements
"@_Adrian $STRC holding par on a not insignificant $BTC down day with the ability to issue with shelf registration. is very bullish. Any idea how close we are to Strategy's own threshold for how much credit they are willing to issue given their BTC HODL stack today"
X Link 2026-01-20T16:47Z [---] followers, [---] engagements
"@HermesLux @Kalshi Jackie Kennedy"
X Link 2026-01-21T14:54Z [---] followers, [--] engagements
"@OnChainMind Ive been criticized that my daily is top frequent and that weekly or monthly hits would outperform"
X Link 2026-01-22T14:12Z [---] followers, [--] engagements
"Which DCA approach wins Daily vs Weekly [--] Years of $BTC history:"
X Link 2026-01-22T18:32Z [---] followers, [---] engagements
"@_Adrian FOMO"
X Link 2026-01-22T18:33Z [---] followers, [--] engagements
"@_Adrian Wild"
X Link 2026-01-22T20:46Z [---] followers, [--] engagements
"@PunterJeff"
X Link 2026-01-23T05:29Z [---] followers, [---] engagements
"@Z06Z07 @dotkrueger what have you BIN doing Grain"
X Link 2026-01-28T05:35Z [---] followers, [---] engagements
"$BTC Current Death Cross (11/16/25 Ongoing) [--] days in. Low on Day [--]. 15% below 200DMA. This cross is mature enough to matter and moderately deep but nowhere near full-bear duration or magnitude. Context: Quick resets: [----] days (lows usually Day 132) Mid-cycle: [------] days Full bears: [------] days (lows [------] days in) At [--] days this sits at the upper edge of the quick-reset cluster. too late for a fast flush too early to confirm a full bear duration. https://twitter.com/i/web/status/2021956932979110213 https://twitter.com/i/web/status/2021956932979110213"
X Link 2026-02-12T14:37Z [---] followers, [---] engagements
"πΆThe best part of waking up is $STRC ATM in your cupπΆ $STRC $MSTR https://t.co/ryeYxRyu9s $STRC $MSTR https://t.co/ryeYxRyu9s"
X Link 2026-02-12T20:10Z [---] followers, [---] engagements
"$BTC Death Cross Duration $BTC Current Death Cross (11/16/25 Ongoing) [--] days in. Low on Day [--]. 15% below 200DMA. This cross is mature enough to matter and moderately deep but nowhere near full-bear duration or magnitude. Context: Quick resets: [----] days (lows usually Day 132) Mid-cycle: https://t.co/YPAGCsPhH0 $BTC Current Death Cross (11/16/25 Ongoing) [--] days in. Low on Day [--]. 15% below 200DMA. This cross is mature enough to matter and moderately deep but nowhere near full-bear duration or magnitude. Context: Quick resets: [----] days (lows usually Day 132) Mid-cycle:"
X Link 2026-02-12T14:38Z [---] followers, [---] engagements
"$STRC $MSTR βπ§π πΆThe best part of waking up is $STRC ATM in your cupπΆ πΆThe best part of waking up is $STRC ATM in your cupπΆ"
X Link 2026-02-13T14:12Z [---] followers, [---] engagements
"$BTC Days Between All Time High (ATH) & Bottom -The December [----] low took [---] days (-84%) -The November [----] low took [---] days (-77%) -The February [----] low* took [---] days (-49%) Thought I see evolving volatility and maturing market structure we do not know if there will be another low before the next ATH. It's a probable scenario. Corroborating @ColinTCrypto with a slightly different visual. I'm in DCA and observe mode. $BTC has been in a bear market since Oct [--] [----] (just over [--] months). The typical bear market from top to bottom has been [--] year (yes exactly one year). That would mean"
X Link 2026-02-14T17:31Z [---] followers, [---] engagements
"@Breedlove22 @RayDalio Normalize video side quests for fiat"
X Link 2026-01-28T06:17Z [---] followers, [---] engagements
"@StrategyMaxi @fartface2000 Why would they take it down"
X Link 2026-01-28T14:09Z [---] followers, [--] engagements
"Mark's content comes from a genuine place of curiosity and learning. @thepowerfulHRV $MSTR is valued at just 79% of the Bitcoin on its balance sheet. Close to the lows of the [----] bear market. Wild. https://t.co/cXo3zVWO6m $MSTR is valued at just 79% of the Bitcoin on its balance sheet. Close to the lows of the [----] bear market. Wild. https://t.co/cXo3zVWO6m"
X Link 2026-01-29T20:20Z [---] followers, [---] engagements
"@_Adrian @Mr_Derivatives Need an Adrian bot that just responds "Relax" @_Adrian"
X Link 2026-01-29T20:24Z [---] followers, [--] engagements
"The Legend of Zelda: Ocarina of Time What could you talk for [--] minutes about with absolutely no preparation What could you talk for [--] minutes about with absolutely no preparation"
X Link 2026-01-30T06:18Z [---] followers, [--] engagements
"@hillery_dan Wrecks overtraders Pays patient accumulators Feels boring and stressful at the same time"
X Link 2026-01-31T22:35Z [---] followers, [---] engagements
"@btcjvs @JamesEastonUK Are these two charts contradictory"
X Link 2026-02-01T14:27Z [---] followers, [---] engagements
"@ColinTCrypto $BTC is still 35% above the [---] week moving average"
X Link 2026-02-01T15:03Z [---] followers, [---] engagements
"@StrategyMaxi @Strategy I would expect -15% $MSTR Monday based on a $77000 $BTC"
X Link 2026-02-01T15:28Z [---] followers, [--] engagements
"@ColinTCrypto For sure. I was agreeing with you that we could go a lot lower"
X Link 2026-02-01T15:39Z [---] followers, [--] engagements
"@Breedlove22 @RayDalio How did you find the clip"
X Link 2026-02-01T21:56Z [---] followers, [--] engagements
"@nsquaredvalue $BITX outperformed during the last $BTC ATH (Oct 2025) but $MSTR will outperform the next one"
X Link 2026-02-03T16:44Z [---] followers, [---] engagements
"@IIICapital The holy spirit is convicting me with this picture Joe"
X Link 2026-02-03T19:17Z [---] followers, [---] engagements
"Mayer Multiple = $BTC / 200d MA $BTC: $74500 200d MA: $103500 Mayer Multiple = [----] $BTC has been more expensive 91% of days back to [----]. We are in the 11% cheaper area. Do with this what you will. Diving into the @TIPMayerMultple today with $BTC @ $77000. The Mayer Multiple = BTC price / 200d MA The multiple has been higher in 89% of the days going back to 1/1/2013 meaning we are in the 11% cheap area. NFA https://t.co/nAGbKUrwQ1 Diving into the @TIPMayerMultple today with $BTC @ $77000. The Mayer Multiple = BTC price / 200d MA The multiple has been higher in 89% of the days going back to"
X Link 2026-02-03T20:19Z [---] followers, [---] engagements
"@bariksis There's a difference between capitulation and liquidation"
X Link 2026-02-03T21:10Z [---] followers, [--] engagements
"@SimplyBitcoin The thing I love about Simply Bitcoin is that they stick to the important stuff"
X Link 2026-02-04T00:43Z [---] followers, [---] engagements
"The @Strategy BTC Reserve has grown from $250M to $53B (206x) and currently carries a 3% unrealized loss. The keyword here is unrealized. @Strategy has engineered a fortress π° balance sheet (notice dividend coverage of [--] years in $BTC and [--] months in $USD on The unrealized gain reached 225% in Feb [----] and the unrealized loss reached (49)% in Nov [----]. Do with this what you will but I will hold $MSTR and watch them run their playbook. http://strategy.com Just because "you" are fearful doesn't mean that saylor is. http://strategy.com Just because "you" are fearful doesn't mean that saylor"
X Link 2026-02-04T16:33Z [---] followers, [---] engagements
"$MSTR has been here before. Unrealized gains and losses over time. The @Strategy BTC Reserve has grown from $250M to $53B (206x) and currently carries a 3% unrealized loss. The keyword here is unrealized. @Strategy has engineered a fortress π° balance sheet (notice dividend coverage of [--] years in $BTC and [--] months in $USD on https://t.co/gIVlcbQzQj The @Strategy BTC Reserve has grown from $250M to $53B (206x) and currently carries a 3% unrealized loss. The keyword here is unrealized. @Strategy has engineered a fortress π° balance sheet (notice dividend coverage of [--] years in $BTC and"
X Link 2026-02-04T16:38Z [---] followers, [---] engagements
"$MSTR has been here before. Unrealized gains and losses over time. The @Strategy BTC Reserve has grown from $250M to $53B (206x) and currently carries a 3% unrealized loss. The keyword here is unrealized. @Strategy has engineered a fortress π° balance sheet (notice dividend coverage of [--] years in $BTC and [--] months in $USD on https://t.co/gIVlcbQzQj The @Strategy BTC Reserve has grown from $250M to $53B (206x) and currently carries a 3% unrealized loss. The keyword here is unrealized. @Strategy has engineered a fortress π° balance sheet (notice dividend coverage of [--] years in $BTC and"
X Link 2026-02-04T16:38Z [---] followers, [---] engagements
"So when is that #Wyckoff spring $BTC"
X Link 2026-02-04T16:54Z [---] followers, [--] engagements
"Looking at you Richard"
X Link 2026-02-04T16:56Z [---] followers, [--] engagements
"Timing my $ASST entry"
X Link 2026-02-04T18:45Z [---] followers, [---] engagements
"$BTC is 10% above the lower band. $BTC is 45% under the power law curve. π€"
X Link 2026-02-05T17:21Z [---] followers, [--] engagements
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