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[@SullyMichaelvan](/creator/twitter/SullyMichaelvan)
"@hillery_dan @ryQuant @fundstrat @BitMNR The most bullish part about all this in my opinion is that if/when we get a serious bear market I'll get the opportunity to short the shit out of this thing 😂"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1945973023082684636) 2025-07-17 22:24:57 UTC 13.6K followers, 1114 engagements


"This is why Saylor has explained so many times that these things need to get rated and people need to better price this risk. Regardless the free market does what it does and it doesn't change the original point here"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1945176022124482670) 2025-07-15 17:37:57 UTC 13.6K followers, 3651 engagements


"@CapitalSatoshi I do think that unit bias will turn off some people but we've already seen that it hasn't turned off everybody. One of the largest groups of Bitcoin holders now are those that have purchased for just over $100k 🤷♂"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1947459901326066152) 2025-07-22 00:53:17 UTC 13.6K followers, XX engagements


"The exact moment you know an epic Saylor rant is about to go down"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1945879956061356451) 2025-07-17 16:15:08 UTC 13.6K followers, 126K engagements


"@CapitalSatoshi I'm absolutely in the "euphoria is coming" and "bear market still exists" camp"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1947452917780516866) 2025-07-22 00:25:32 UTC 13.6K followers, XXX engagements


"@Halstonvalencia @natbrunell @jackmallers Great episode Congrats @Halstonvalencia 🫶 It's incredible how much more hope and optimism the Bitcoin brought into my life I'm grateful to see other people inspired to keep spreading the good word too"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1947735471867760646) 2025-07-22 19:08:18 UTC 13.6K followers, 7218 engagements


"This is important because the preferred shares that $MSTR is using is basically competing with the fixed income market. People have started to realize this which is why $STRK $STRF and $STRD are going bonkers lately"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1945176004017701280) 2025-07-15 17:37:53 UTC 13.6K followers, 4859 engagements


"Now here is where this gets fun. Using this formula we can see how much these bonds would hypothetically be worth in some of the largest markets in the world. Note how Japan blows the other companies out of the water. $MTPLF is literally in the optimal jurisdiction"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1945176016625737969) 2025-07-15 17:37:56 UTC 13.6K followers, 4244 engagements


"Ryan Cohen: $GME has our own unique strategy with our Bitcoin $MSTR investors: "NO YA F*CKING DON'T" 🤣"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1945125993045250397) 2025-07-15 14:19:10 UTC 13.6K followers, 4472 engagements


"@IIICapital @saylor Joe's first question: "Michael if you were hired to be the directory of Bitcoin Strategy at $SMLR what would your first move be" Freaking legend. Can't wait to watch more of this one @IIICapital 🧡"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1945463655786537154) 2025-07-16 12:40:55 UTC 13.6K followers, 1716 engagements


"For starters I'm sure you've heard that Japanese investors are "yield starved" but what does this mean Well. just look at these average bond yields for Japan vs USA"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1945176001031385466) 2025-07-15 17:37:52 UTC 13.6K followers, 5519 engagements


"Bitcoiners after dropping from $123k to $119k 👇"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1944799254113128559) 2025-07-14 16:40:49 UTC 13.6K followers, 3102 engagements


"There are few things that bring me more joy than seeing that double peak in 2021 on the Bitcoin chart getting smaller and smaller. One day you won't even be able to see it"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1945936706672205864) 2025-07-17 20:00:39 UTC 13.6K followers, 2514 engagements


"Put another way: When Saylor uses the ATM on $STRF he gets to buy $XXX worth of Bitcoin today as long as he pays $XX per year in perpetuity. If he could do this today in Japan he'd be able to buy $XXX worth of Bitcoin today for the same $XX every year. Holy Torque Batman"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1945176027497378059) 2025-07-15 17:37:59 UTC 13.6K followers, 57K engagements


"Do y'all remember LITERALLY ONE WEEK AGO when everyone was running victory laps and claiming that the M2 Money Supply and Bitcoin correlation was busted Pepperidge Farm Remembers. Don't overthink it. The orange coin rises"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1943445880406950179) 2025-07-10 23:03:00 UTC 13.6K followers, 1827 engagements


"This "assuming you could get X% returns somewhere else" bit is extremely important. Because as we saw before in Japan it's incredibly challenging for investors to get yield"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1945176012335276418) 2025-07-15 17:37:55 UTC 13.6K followers, 3820 engagements


"In other words $STRF in Japan would be expected to sell for roughly 4x more than $STRF in the USA. (This is a very messy calculation as Strategy has a much different risk profile but I'm just trying to illustrates this point.)"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1945176024632689151) 2025-07-15 17:37:58 UTC 13.6K followers, 4588 engagements


"There are smart arguments and compelling data about why Metaplanet is awesome. but I think these two simple facts are all you really need: 1) $MTPLF got to watch what $MSTR did and improve upon their strategy. 2) Simon and Dylan are brilliant"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1943331647430217810) 2025-07-10 15:29:04 UTC 13.6K followers, 18.9K engagements


"I missed my chance to buy at $X. then I missed my chance to buy at $XX. then I missed my chance to buy at $XX. but I'm finally here I'm ready for the party $MTPLF crew 🥳🎢"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1925930125205332375) 2025-05-23 15:01:38 UTC 13.6K followers, 39K engagements


"Nothing has made me more bullish on $MTPLF than learning how yield-starved Japanese investors are. If they can spin up preferred shares these things are gonna PRINT MONEY. Here is some quick (and dirty) math of why this is a 5x better opportunity than doing prefs in the USA"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1945175998661636380) 2025-07-15 17:37:52 UTC 13.6K followers, 130K engagements


"@ErinEMalone That's HUGE Congratulations on the launch 🔥👏"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1947732059646267764) 2025-07-22 18:54:44 UTC 13.6K followers, XX engagements


"@SusieBdds As I get older and older I get more nostalgic for things I enjoyed in my youth. I've never really been one to just leave the TV on in the background with news and stuff but it would be an interesting vibe to experience again. I'm sure some millennials will always enjoy it"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1948043122056827001) 2025-07-23 15:30:47 UTC 13.6K followers, XX engagements


"That's a really good question I actually don't think the yield amount necessarily matters here because it could shift and adapt as much as they needed to for whatever would attract more capital. They could do a $X preferred that sells for roughly $XXX If they think that would be more attractive for the average investor. They could basically just shift these numbers around however they wanted to target their best possible investor"  
![@SullyMichaelvan Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1545597721251282945.png) [@SullyMichaelvan](/creator/x/SullyMichaelvan) on [X](/post/tweet/1945217702697820190) 2025-07-15 20:23:35 UTC 13.6K followers, XXX engagements