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[@mr_stackett](/creator/twitter/mr_stackett)
"@george21million Blockchain Group ALTBG in crosshairs 👀"  
![@mr_stackett Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337254710718427137.png) [@mr_stackett](/creator/x/mr_stackett) on [X](/post/tweet/1948695091758985262) 2025-07-25 10:41:29 UTC 1160 followers, X engagements


"September $MSTR Addition: Baseline assumptions (without getting too extreme in either direction) were $135K BTC price (+14% over the next X months) and 620000 BTC stack. Index weight XXX% and $21B of inflows. Likely share price: $600-$700"  
![@mr_stackett Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337254710718427137.png) [@mr_stackett](/creator/x/mr_stackett) on [X](/post/tweet/1946984039702802534) 2025-07-20 17:22:22 UTC 1162 followers, 2868 engagements


"I am curious to hear thoughts @ryQuant may have on Tesla saga as he was a thought leader on the subject pre MSTR. Moving on to the simulations and how upcoming events could surpass Teslas inclusion hype"  
![@mr_stackett Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337254710718427137.png) [@mr_stackett](/creator/x/mr_stackett) on [X](/post/tweet/1946984035063923028) 2025-07-20 17:22:21 UTC 1162 followers, 3001 engagements


"A key point: a XXX mnav was used matching current market conditions. This will range depending on sentiment but had to be identified for purposes of this analysis"  
![@mr_stackett Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337254710718427137.png) [@mr_stackett](/creator/x/mr_stackett) on [X](/post/tweet/1946984043536605438) 2025-07-20 17:22:23 UTC 1161 followers, 2684 engagements


"Weekend @grok simulation time for two $MSTR S&P XXX inclusion scenarios using $TSLA historic 2020 inclusion as reference. Assumptions: September inclusion: - BTC price at $135K - 620000 BTC Treasury December inclusion: - BTC price at $170K - 640000 BTC Treasury 👇🏼"  
![@mr_stackett Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337254710718427137.png) [@mr_stackett](/creator/x/mr_stackett) on [X](/post/tweet/1946984013492630001) 2025-07-20 17:22:16 UTC 1162 followers, 33.1K engagements


"Also mnav would likely expand above XXX in this scenario making @Grok prediction of $1100 the more likely end of the spectrum. The compound effect of market cap size and index passive flows makes December potentially MORE BULLISH if the committee delays entry in September"  
![@mr_stackett Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337254710718427137.png) [@mr_stackett](/creator/x/mr_stackett) on [X](/post/tweet/1946984055439786474) 2025-07-20 17:22:26 UTC 1163 followers, 2456 engagements


"December $MSTR Addition: This time assumptions were $170K BTC price (due to possible Q4 bull market with lowered Fed funds rates) and 640000 BTC in treasury. $MSTR NAV would be $109B and market cap $207B using *same mnav* of XXX used in previous calculation"  
![@mr_stackett Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337254710718427137.png) [@mr_stackett](/creator/x/mr_stackett) on [X](/post/tweet/1946984048426922427) 2025-07-20 17:22:25 UTC 1161 followers, 2634 engagements


"$207B market cap = approximately $28B of index buying inflows at XXX% index weight. Likely share price: $800-$900 For comparison the Nasdaq XXX QQQ inclusion from December 2024 saw $2.6B of index buying"  
![@mr_stackett Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1337254710718427137.png) [@mr_stackett](/creator/x/mr_stackett) on [X](/post/tweet/1946984051794948179) 2025-07-20 17:22:25 UTC 1161 followers, 2476 engagements