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[@YoungSaylor21](/creator/twitter/YoungSaylor21)
"How to de-risk your portfolio as we approach Valhalla: $MSTR calls $MSTR shares $MSTR covered calls $STRK $STRD $STRF"  
![@YoungSaylor21 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1862560424387846144.png) [@YoungSaylor21](/creator/x/YoungSaylor21) on [X](/post/tweet/1944430303948292225) 2025-07-13 16:14:44 UTC XXX followers, 12.9K engagements


"We should all ask @saylor to explain this slide in detail on the next EPS call as it's still extremely vague and difficult to reconcile with weekly ATM updates: X. If you're seeking to drive up mNAV why are you selling common shares at lower and lower mNAVs X. What exact market conditions caused you to turn on the common ATM after shutting it off for weeks X. Every common share sold benefits preferred holders whereas every preferred share sold benefits common holders. Please reconcile this inherent tradeoff as it's impossible to do both over the same timeframe. @Strategy @shirishjajodia"  
![@YoungSaylor21 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1862560424387846144.png) [@YoungSaylor21](/creator/x/YoungSaylor21) on [X](/post/tweet/1948108311267873149) 2025-07-23 19:49:50 UTC XXX followers, 38.7K engagements


"@RealJimChanos @TradableThesis This you. @ColeslawCapital"  
![@YoungSaylor21 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1862560424387846144.png) [@YoungSaylor21](/creator/x/YoungSaylor21) on [X](/post/tweet/1948497435304554873) 2025-07-24 21:36:04 UTC XXX followers, XX engagements


"@stocktalkweekly @grok what is Brett's II ranking"  
![@YoungSaylor21 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1862560424387846144.png) [@YoungSaylor21](/creator/x/YoungSaylor21) on [X](/post/tweet/1949847655581995423) 2025-07-28 15:01:22 UTC XXX followers, XXX engagements


".@grok what % of the fixed income market can buy non rated (S&P/Moody's/Fitch) instruments"  
![@YoungSaylor21 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1862560424387846144.png) [@YoungSaylor21](/creator/x/YoungSaylor21) on [X](/post/tweet/1948204577691455991) 2025-07-24 02:12:21 UTC XXX followers, XXX engagements


".@Saylor goes on dozens of podcasts a year and not a single one asks him the details of his strategy. We don't want to hear him talk about how he got into bitcoin for the 100th time. We want to hear him talk about the exact mechanics of his treasury strategy"  
![@YoungSaylor21 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1862560424387846144.png) [@YoungSaylor21](/creator/x/YoungSaylor21) on [X](/post/tweet/1948109754787586211) 2025-07-23 19:55:34 UTC XXX followers, 7752 engagements


"The reality is $STRC's market cap will outpace $MSTY's AUM in a year and 10x in four years"  
![@YoungSaylor21 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1862560424387846144.png) [@YoungSaylor21](/creator/x/YoungSaylor21) on [X](/post/tweet/1947419953629389260) 2025-07-21 22:14:32 UTC XXX followers, 1044 engagements


"I caught up with my buddy at a L/S hedge fund. He told me NOBODY is talking about $MSTR on the buyside at investor dinners etc. or on the sellside across research and spec sales. Once $MSTR gets on Wall Street's radar after Q2 EPS it's game over"  
![@YoungSaylor21 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1862560424387846144.png) [@YoungSaylor21](/creator/x/YoungSaylor21) on [X](/post/tweet/1944844302175363435) 2025-07-14 19:39:49 UTC XXX followers, 8555 engagements


"Props to Pierre for representing $MSTR investors very well. @RealJimChanos's thesis fundamentally comes down to two points: X. $MSTR's business model is nothing special because institutions can access cheap leverage to buy bitcoin (completely ignoring the fact that the $300T fixed income market can only access BTC credit through $MSTR). X. As $MSTR issues more preferreds they will have to issue them at greater and greater yields (completely missing the fact that these instruments only improve their credit risk over time). Overall an incredibly lazy short thesis"  
![@YoungSaylor21 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1862560424387846144.png) [@YoungSaylor21](/creator/x/YoungSaylor21) on [X](/post/tweet/1945320360586698825) 2025-07-16 03:11:30 UTC XXX followers, 17.6K engagements


"$STRD is very underrated relative to $STRF and $STRK. If you're a BTC maxi liq pref/seniority will never matter and the odds of $MSTR missing a dividend payment is near zero. If you want maximum income buy $STRD"  
![@YoungSaylor21 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1862560424387846144.png) [@YoungSaylor21](/creator/x/YoungSaylor21) on [X](/post/tweet/1944542312219971703) 2025-07-13 23:39:49 UTC XXX followers, 1047 engagements