# ![@RHodls Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1934917982.png) @RHodls BitWitWhiz

BitWitWhiz posts on X about mstr, $mstr, bitcoin, saylor the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1934917982/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934917982/c:line/m:interactions.svg)

- [--] Week [------] -79%
- [--] Month [-------] +1,440%
- [--] Months [---------] -9.30%
- [--] Year [---------] -29%

### Mentions: [--] [#](/creator/twitter::1934917982/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934917982/c:line/m:posts_active.svg)

- [--] Week [--] -74%
- [--] Month [--] +380%
- [--] Months [---] +425%
- [--] Year [---] +6.70%

### Followers: [-----] [#](/creator/twitter::1934917982/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934917982/c:line/m:followers.svg)

- [--] Week [-----] +0.52%
- [--] Month [-----] +1.80%
- [--] Months [-----] +11%
- [--] Year [-----] +18%

### CreatorRank: [-------] [#](/creator/twitter::1934917982/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1934917982/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #7148 [stocks](/list/stocks)  [finance](/list/finance)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[mstr](/topic/mstr) #53, [$mstr](/topic/$mstr) #74, [bitcoin](/topic/bitcoin) #2898, [saylor](/topic/saylor), [$strc](/topic/$strc) #32, [fiat](/topic/fiat), [debt](/topic/debt), [money](/topic/money), [lets go](/topic/lets-go), [$mstrs](/topic/$mstrs)

**Top accounts mentioned or mentioned by**
[@saylor](/creator/undefined) [@saylors](/creator/undefined) [@czbinance](/creator/undefined) [@binance](/creator/undefined) [@strategy](/creator/undefined) [@peterschiff](/creator/undefined) [@punterjeff](/creator/undefined) [@btcbreadman](/creator/undefined) [@financelancelot](/creator/undefined) [@jackmallers](/creator/undefined) [@realjimchanos](/creator/undefined) [@bitpaine](/creator/undefined) [@microstrategy](/creator/undefined) [@hodlmagoo](/creator/undefined) [@mstr](/creator/undefined) [@jamessurowiecki](/creator/undefined) [@thebtctherapist](/creator/undefined) [@anonpleb](/creator/undefined) [@adrianrmorris](/creator/undefined) [@joshmandell6](/creator/undefined)

**Top assets mentioned**
[Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [Reserve (RSV)](/topic/reserve) [Nakamoto Games (NAKA)](/topic/$naka) [Strike (STRK)](/topic/$strk) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [GameStop, Corp. (GME)](/topic/$gme) [Strategy Incorporated (STRF)](/topic/$strf) [Stride (STRD)](/topic/$strd) [Asset Entities Inc. (ASST)](/topic/$asst) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@olvelez007 @Croesus_BTC I would argue its disinflationary not deflationary. Supply keeps inflating but at a forever decreasing rate (until 2140.)"  
[X Link](https://x.com/RHodls/status/1702108757000442048)  2023-09-13T23:55Z [--] followers, [---] engagements


"@MitchellHODL Long time #bitcoiner [--] Q that Im not sure about. What happens if huge spike in hash big difficulty adjustment increase and then hash rate gets cut in half and blocks take.much much longer to process. Is that an attack vector"  
[X Link](https://x.com/RHodls/status/1704595653244940465)  2023-09-20T20:37Z [--] followers, [--] engagements


"@BritishHodl I dunno @BritishHodl. Not owning bitcoin is bearish enough Being short is just doubly dumb"  
[X Link](https://x.com/RHodls/status/1705568782280806573)  2023-09-23T13:04Z [--] followers, [--] engagements


"@SirArnoldCoiner That means Toronto Maple Leafs @MapleLeafs fans can be the ultimate Hodlers. Go Toronto"  
[X Link](https://x.com/RHodls/status/1709662258446409795)  2023-10-04T20:10Z [--] followers, [--] engagements


"@patriotsounds @rjollman @NationalDebt No. Its just beginning with #bitcoin"  
[X Link](https://x.com/RHodls/status/1714788063912542385)  2023-10-18T23:38Z [--] followers, [--] engagements


"@RyanSAdams Youre an ethereum clown 🤡"  
[X Link](https://x.com/RHodls/status/1719088255382016454)  2023-10-30T20:25Z [--] followers, [--] engagements


"@MitchellHODL @saylor @MicroStrategy The only reason is that the market isnt accurately pricing the exchange rate between a failed monetary system and a perfect one creating an opportunity for us all to stack cheap corn by issuing debt and equity Im fiat and converting it to #Bitcoin"  
[X Link](https://x.com/RHodls/status/1725210802578194827)  2023-11-16T17:54Z [--] followers, [--] engagements


"@XRPXLMVERSE @BTC_Archive Bhutan is energy rich with hydroelectric power. One of their main exports is energy to India. So they have unlimited clean energy sources. Its perfect for a country like Bhutan"  
[X Link](https://x.com/RHodls/status/1727500823335190783)  2023-11-23T01:34Z [---] followers, [--] engagements


"@GRomePow You literally pointed out the most important thingthe network effect is the real value. It can never be overtaken which is why Bitcoin will always reign supreme"  
[X Link](https://x.com/RHodls/status/1731155325112226100)  2023-12-03T03:36Z [---] followers, [---] engagements


"@MatthewHyland_ Lol. Eth Etf"  
[X Link](https://x.com/RHodls/status/1743064867219673301)  2024-01-05T00:20Z [--] followers, [---] engagements


"@HodlMagoo How does this impact $MSTR if at all"  
[X Link](https://x.com/RHodls/status/1784187486924656704)  2024-04-27T11:47Z [---] followers, [---] engagements


"@btc_overflow @MicroStrategy Well done. Thanks for sharing. Great analysis. How does the market determine what premium to place on MsTR. 100% or so seems high but I cant say if its still underpriced or not. Especially with more copy cats starting to emerge. Is the value from how hard it is to get 200k"  
[X Link](https://x.com/RHodls/status/1803901315677843749)  2024-06-20T21:22Z [---] followers, [---] engagements


"When mNAV 1x MSTR can generate a BTC yield. If mNAV is ever 1x does MSTR sell BTC to buy back equity creating a flywheel to down side"  
[X Link](https://x.com/RHodls/status/1846529296682066044)  2024-10-16T12:31Z [---] followers, [---] engagements


"@schaaf_jurgen 😂 Now do the Fiat system"  
[X Link](https://x.com/RHodls/status/1848053583683452954)  2024-10-20T17:28Z [----] followers, [--] engagements


"@RyanSAdams ETH is done. Get over it. The sooner everyone catches on to the $MSTR trade the better"  
[X Link](https://x.com/RHodls/status/1849499027127038155)  2024-10-24T17:11Z [----] followers, [--] engagements


"@iamDCinvestor The $ETH cope in my timeline has 10Xed in the last couple days. Really interesting to see how $ETH bag holders are trying to rationalize the underperformance. Capitulation will come when BTC breaks out and ETH breaks down. Then its over for ETH this cycle"  
[X Link](https://x.com/RHodls/status/1851252927983165554)  2024-10-29T13:21Z [----] followers, [--] engagements


"@PeterSchiff You just described hyperbitcoinization. The only thing you missed is that after the USD fully collapses there is nothing to cash out the BTC into.BTC becomes the money (enter medium of exchange era). The world keeps going and you HFSP"  
[X Link](https://x.com/RHodls/status/1856040684437778575)  2024-11-11T18:25Z [---] followers, [--] engagements


"@thomas_fahrer A potential of only 100x implies a price cap on BTC. Im reality it really will go up Forever until the dollar and all Other fiat is gone. We are only at $0.00089/sat. This number will hit a penny. Then a dollar. Then $10 and $89000/sat 😂"  
[X Link](https://x.com/RHodls/status/1857122612201079051)  2024-11-14T18:05Z [---] followers, [--] engagements


"When you have both BTC and $MSTR you dont care what happens to the BTC price. If it drops you know @saylor is smash buying $42B this year and gets more BTC yield. If BTC rises the value of MSTR and your BTC rises. Win win"  
[X Link](https://x.com/anyuser/status/1857920772041224243)  2024-11-16T22:56Z [----] followers, 14.9K engagements


"Regardless of BTC price if $MSTR trades at an avg. of 2.5-3X NAV for the time period it deploys the $42B (likely in the next [--] months) that means existing shareholders will capture 2/3rds of that value as yield or about 27B In a year Follow me for more hopium"  
[X Link](https://x.com/RHodls/status/1857941399288660218)  2024-11-17T00:18Z [---] followers, [---] engagements


"$MSTR recently announced a $42 billion (with a B) capital raise to acquire BTC as part of their Bitcoin Treasury strategy. And @saylor has been smash buying BTC ever since. Whats going on"  
[X Link](https://x.com/RHodls/status/1858585099236708855)  2024-11-18T18:56Z [----] followers, [---] engagements


"Unlimited energy. Where BTC miners must optimize for efficiency and find the cheapest power sources $MSTR taps an unlimited energy source in the form of financial capital in the multi-hundred trillion dollar debt / equity markets - after all money is just economic energy in abstracted form. Best of all this market only grows nominally through government overspending and quantitative easing"  
[X Link](https://x.com/RHodls/status/1858585107021357452)  2024-11-18T18:56Z [----] followers, [---] engagements


"No capital required Unlike miners there is no limit on scale for $MSTR. No inputs or raw materials. Or chips. Or energy lines. Or people. Or buildings Even apple Tesla or NVDA all face caps on scale. The sheer complexity of their operations eventually limit growth rate"  
[X Link](https://x.com/RHodls/status/1858585111492440089)  2024-11-18T18:56Z [----] followers, [---] engagements


"For MSTR whether they are moving $1 Billion or $1 Trillion its all the same. The mechanism of BTC price simply adjusts up to pull in willing sellers for $MSTR buyers and $MSTR collects the BTC yield for a job well done"  
[X Link](https://x.com/RHodls/status/1858585117167341808)  2024-11-18T18:56Z [----] followers, [---] engagements


"Whats ironic to me: This mechanism is as easy for $MSTR as the Fed printing money by pressing a button. I guess we could say $MSTR is the anti-fed sucking capital out of the legacy system as easily as the fed creates it. 😘"  
[X Link](https://x.com/RHodls/status/1858585120376041793)  2024-11-18T18:56Z [----] followers, [---] engagements


"Monopolistic Market dynamics. While all BTC miners fight over who wins the next block and the [-----] BTC reward + transaction fees @saylor gets to gorge generally unopposed on the existing [----] MILLION of BTC already in existence"  
[X Link](https://x.com/RHodls/status/1858585123102617923)  2024-11-18T18:56Z [----] followers, [---] engagements


"Whats the end game While these two parallel systems exist this portal will exist. As long as MSTR trades at a premium @saylor will keep smash buying and filling their coffers with BTC without limit. Raising $1T or $10T is only a matter of demand putting $MSTR on a path to become the largest company on earth. Almost Guaranteed. One thing is for sure - @saylor you cant have my coins. ;)"  
[X Link](https://x.com/RHodls/status/1858585125866574139)  2024-11-18T18:56Z [----] followers, [---] engagements


"Thanks for reading. 🙏 Follow me for more $MSTR Hopium. For more on $MSTR check out my Other recent thread here:"  
[X Link](https://x.com/RHodls/status/1858585128810803346)  2024-11-18T18:56Z [----] followers, [---] engagements


"The Fed and fiat are the mother of all pyramid schemes. $MSTR is the anti-Fed moving smart capital out of a broken theft-based system towards one based on sound money. But yes this mechanism does benefit earlier adopters - hence the maxim you get the price you deserve"  
[X Link](https://x.com/RHodls/status/1858833627057971343)  2024-11-19T11:24Z [----] followers, [---] engagements


"The BTC bull market is raging and $MSTR is leading the charge. With $MSTR up a jaw-dropping 300% since September it begs the question - is $MSTR a bubble Heres why the market is just waking up to $MSTR and the sky may in fact be the limit on price. Lets go 🧵"  
[X Link](https://x.com/anyuser/status/1859065637089284173)  2024-11-20T02:46Z [----] followers, 92K engagements


"Today $MSTR is up a whopping 12% bringing the market cap to $97B. At $92k BTC $MSTRs [------] BTC is currently worth a cool $30.5B 😎 This means the stock is trading at a multiple to net asset value (mNAV) of 3.2X. Crazy right Just go buy BTC Not so fast"  
[X Link](https://x.com/RHodls/status/1859065640092659797)  2024-11-20T02:46Z [----] followers, [----] engagements


"Paying a premium to the underlying BTC is simple to understand. There are two components of $MSTR value: The 331k BTC of course (worth $30B) And the Bitcoin Treasury operations generating income in the form of BTC yield (currently valued at $67B)"  
[X Link](https://x.com/RHodls/status/1859065643481313311)  2024-11-20T02:46Z [----] followers, [----] engagements


"Bitcoin Treasury operations is a nice way to say that $MSTR takes investor $$$ trapped in the legacy debt/equity markets and gives them BTC exposure. In exchange investors are willing to pay a premium over spot BTC with the difference benefiting $MSTR shareholders. Easy"  
[X Link](https://x.com/RHodls/status/1859065646681669668)  2024-11-20T02:46Z [----] followers, [----] engagements


"What it all comes down to is this: [--]. How fast @saylor proves to deploy capital. Can he sustain / accelerate [--]. How much follow-on capital can $MSTR raise [--]. What premium are investors willing to pay These factors will drive income going forward and the market price"  
[X Link](https://x.com/RHodls/status/1859065659579126076)  2024-11-20T02:46Z [----] followers, [---] engagements


"With $MSTR pumping and an unstoppable self-reinforcing cycle in play I was thinking about when an exit from $MSTR (and into BTC of course) would make sense. I landed on: If MSTR BTC holdings * multiple of NAV is [--------] WDYT"  
[X Link](https://x.com/RHodls/status/1859605851968815235)  2024-11-21T14:32Z [----] followers, 15.6K engagements


"$MSTR's meteoric rise is raising brows as the world comes to grips with @saylor's new strategy. Yet its not clear to all that "BTC yield" and "accretive dilution" are the keys to a new business model. A thread on the end game - the world's first 'Bitcoin Bank'. Lets go 🧵"  
[X Link](https://x.com/RHodls/status/1859711457799307409)  2024-11-21T21:32Z [----] followers, [----] engagements


"The idea of "Bitcoin Banks" was introduced by late Hal Finney (@halfin) one of the earliest contributors to Bitcoin. In a [----] Finney discussed the potential for banks to operate on top of the Bitcoin network offering services such as digital cash backed by Bitcoin"  
[X Link](https://x.com/RHodls/status/1859711459510583333)  2024-11-21T21:32Z [----] followers, [---] engagements


"Fast forward to [----] a true 'Layer 2' digital cash on top of BTC has yet to fully emerge to solve the 'medium of exchange' use case for BTC - a common criticism of BTC. Enter $MSTR stage right"  
[X Link](https://x.com/RHodls/status/1859711461653872855)  2024-11-21T21:32Z [----] followers, [---] engagements


"Looking past the daily face-melting rallies 🚀 (and the occasional crashes *ahem*) What @saylor is ultimately doing is CAPITALIZING the world's FIRST true BITCOIN BANK"  
[X Link](https://x.com/RHodls/status/1859711463629238418)  2024-11-21T21:32Z [----] followers, [---] engagements


"By syphoning capital from legacy markets into $MSTR @saylor is undergoing the capitalization of a bank. How large $MSTR's BTC capital base can get depends on how much capital he can raise how quickly and at what premium - but $MSTR is on path to control at least 3-5% of supply"  
[X Link](https://x.com/RHodls/status/1859711465076424810)  2024-11-21T21:32Z [----] followers, [---] engagements


"So what does this mean $MSTR will be in the strongest position globally to issue a digital cash token backed by the worlds largest reserve of BTC. Sound crazy I would say probability is 0%"  
[X Link](https://x.com/RHodls/status/1859711466728980630)  2024-11-21T21:32Z [----] followers, [----] engagements


"Thanks for reading Follow me for more $MSTR hopium. Keep HODL'ing"  
[X Link](https://x.com/RHodls/status/1859711468381536291)  2024-11-21T21:32Z [----] followers, [---] engagements


"@farella_d it raises the question. If America nationalizes $MSTR as a #Bitcoinbank then what will the use of the federal reserve be Does $MSTR becomethe new federal reserve (Aligning with some of my past points on $MSTR being the anti-fed Thanks 😊"  
[X Link](https://x.com/RHodls/status/1859731056548774371)  2024-11-21T22:50Z [----] followers, [---] engagements


"$MSTR's new 'Treasury Operations' business model is exploiting inefficiencies in the 'fiat monetary system' to generate a yield for shareholders in the 'bitcoin monetary system'. A simple breakdown of just how ridiculous $MSTR's 'sats-flows' are for investors. Let's go 🧵"  
[X Link](https://x.com/RHodls/status/1861526519203438807)  2024-11-26T21:44Z [----] followers, [----] engagements


"@saylor shared today - "QTD $MSTR.delivered a BTC Yield of 35.2% providing a net benefit of 88.8k BTC to shareholders or [----] BTC/day. At $92K that equates to $8.2B for the quarter so far or $146M/day" For clarity that is $146M/day INCLUDING weekends https://x.com/saylor/status/1861394611270226346 https://x.com/saylor/status/1861394611270226346 Quarter to date $MSTR's treasury operations delivered a BTC Yield of 35.2% providing a net benefit of [-----] BTC to our shareholders or [----] BTC per day. At $92K per BTC that would equate to $8.2 billion for the quarter so far or $146 million per day."  
[X Link](https://x.com/RHodls/status/1861526520906555810)  2024-11-26T21:44Z [----] followers, [---] engagements


"So let's crunch some numbers. With 225M shares outstanding this works out to $0.65/day $19.5/month or $234/year for every share at the current pace of treasury operations"  
[X Link](https://x.com/RHodls/status/1861526523473223857)  2024-11-26T21:44Z [----] followers, [---] engagements


"At a current price of $350/share and at a multiple to NAV that has been fluctuating between 2.5-3x: Investors are getting $150 of exposure to existing BTC held in reserves. And paying $200/share for the 'sats-flows' that the treasury operations generate"  
[X Link](https://x.com/RHodls/status/1861526524790251982)  2024-11-26T21:44Z [----] followers, [---] engagements


"So should you invest in $MSTR While Not Financial Advice this is the bet you would be taking: [--]. Investing in $MSTR is worth the risk vs. saving in BTC in cold storage. My view - its prudent to start with savings until you're in a position to take risk investing"  
[X Link](https://x.com/RHodls/status/1861526526094725538)  2024-11-26T21:44Z [----] followers, [---] engagements


"2. Treasury operations will continue At $234/share/year it will take 10-11 months to generate enough yield to grow BTC reserves to compensate for the premium you paid. Do we think market conditions and @saylor will maintain or accelerate these operations to achieve this"  
[X Link](https://x.com/RHodls/status/1861526527432593770)  2024-11-26T21:44Z [----] followers, [---] engagements


"Where the risk) is: The BTC price doesn't really matter if you are HODLing. This 'invest vs. save' decision is about making more BTC regardless of the price (1BTC=1BTC) $MSTR can change course with key-man risk (something happens to @saylor) or regulation (unlikely with red wave / SEC changes) Executive Order [----] of @MSTR In a blackswan you can't get BTC in cold storage and stuck using @saylor bucks or some doggy coin. So WDYT Worth the risk"  
[X Link](https://x.com/RHodls/status/1861526529177722931)  2024-11-26T21:44Z [----] followers, [---] engagements


"Quick thread as I cant concentrate in my fiat job. I keep coming back to the end game The $MSTR self-reinforcing cycle sucks capital from debt and equity markets and super charges BTC. $MSTR issues larger and faster capital raises and becomes the largest most profitable company in the world as their model scales infinitely. Other companies develop their own BTC Treasury operations as either an offensive or defensive play. They need to stop the flow of capital out of their stocks and into $MSTR and other proxies. Nation states states provinces and cities adopt as the US signals they are"  
[X Link](https://x.com/RHodls/status/1861866106148761888)  2024-11-27T20:14Z [----] followers, [----] engagements


"$MSTR is making waves on wallstreet as tradfi comes to grips with @saylors infinite money glitch. But I think there is still one key factor holding $MSTR back Lets go. 🧵"  
[X Link](https://x.com/RHodls/status/1862102699753242805)  2024-11-28T11:54Z [----] followers, [----] engagements


"On $MSTRs Q3 earnings call @saylor announced the $42B capital plan - raise $21 of equity raise $21B of debt smash buy bitcoin. #bitcoin maxis collectively rejoiced with visions of green omega candles in our future"  
[X Link](https://x.com/RHodls/status/1862102702362185979)  2024-11-28T11:54Z [----] followers, [---] engagements


"The opportunity is that if you are reading this - you are early. And you likely view this as just the start. @saylor is going to accelerate. If youre big money wallstreet you cant put the right price on it because you arent sure if this is temporary or not"  
[X Link](https://x.com/RHodls/status/1862102720259223888)  2024-11-28T11:54Z [----] followers, [---] engagements


"I believe that saylor had to sandbag and wants to under promise and over deliver. But I wonder if there would be an advantage to a bit more.predictable"  
[X Link](https://x.com/RHodls/status/1862102723077816522)  2024-11-28T11:54Z [----] followers, [----] engagements


"$MSTR is making waves on Wallstreet as trad-fi comes to grips with @saylors infinite money glitch. But I think there is still one key factor holding $MSTR back Lets go. 🧵"  
[X Link](https://x.com/RHodls/status/1862106562698879351)  2024-11-28T12:09Z [----] followers, 76.8K engagements


"@Cipherhoodlum @adam3us @blk014 @some_wheregood @YouGotHozed @sirpugglington @saylor Good catch. I need to make it clear that that's BTC for each [----] shares"  
[X Link](https://x.com/RHodls/status/1862234361371709732)  2024-11-28T20:37Z [----] followers, [--] engagements


"Let me show you how easy it is for $MSTR to 10X from here. You may not be bullish enough on $MSTR. Lets go. 🧵"  
[X Link](https://x.com/anyuser/status/1862459589905522805)  2024-11-29T11:32Z [----] followers, 513.1K engagements


"First its important to understand the three factors driving price. 1.The Bitcoin price. 2.The Bitcoin yield over time (how much BTC per share) 3.The premium over Net Asset Value. Oh and the software business. But thats quickly becoming a rounding error"  
[X Link](https://x.com/RHodls/status/1862459592325599245)  2024-11-29T11:32Z [----] followers, 31.9K engagements


"Currently each fully diluted share represents B0.00145098 (145098 sats) At $96.7k BTC each share has $140.31 of BTC at the current price. At $388/share $MSTR is currently trading at 2.7X NAV. Okay - so watch how crazy this is"  
[X Link](https://x.com/RHodls/status/1862459594540204209)  2024-11-29T11:32Z [----] followers, [--] engagements


"In [----] $MSTR has grown BTC/share by 59.3% and 35% in Q4 alone (since Sept [--] 2024). If @saylor maintains this pace and does call it only 25% BTC Yield per quarter in [----] (not unreasonable) BTC/share will grow to B0.00354243 (354243 sats)"  
[X Link](https://x.com/RHodls/status/1862459598021472696)  2024-11-29T11:32Z [----] followers, 23.8K engagements


"Now lets assume that we are in the midst of a bull run and Bitcoin goes to $250k from here. Not unreasonable if you understand #bitcoin: [----------] * $250000/BTC = $885.6/share. Not bad But theres more"  
[X Link](https://x.com/RHodls/status/1862459600986882259)  2024-11-29T11:32Z [----] followers, [--] engagements


"If @saylor is delivering 25% BTC yield quarterly without fail Wallstreet and retail investors will catch on. We have been seeing $MSTR trading at around 2.5-3X mNAV recently. Its not unreasonable to see some multiple expansion in this scenario"  
[X Link](https://x.com/RHodls/status/1862459603281142214)  2024-11-29T11:32Z [----] followers, 66.5K engagements


"If mNAV expands to only 5X not unreasonable especially in a FOMO induced bull market short squeeze and gamma squeeze scenarios the stock would reach a whopping $4428/share. Congratulations 🥳 $MSTR is your first [--] bagger (hypothetically of course)"  
[X Link](https://x.com/RHodls/status/1862459605621641695)  2024-11-29T11:32Z [----] followers, 23.9K engagements


"In my last thread I showed a conservative path for $MSTR to 10X in [----]. Now its time for the #bitcoin Maxis $MSTR Bull Case - pure unbridled hopium - [--] figure $MSTR. Lets go. 🧵"  
[X Link](https://x.com/anyuser/status/1863188325932155037)  2024-12-01T11:48Z [----] followers, 235.7K engagements


"Since announcing the $42B Capital Plan on Oct [--] @saylor has deployed: - $9B of equity for 104k BTC. - $3B of convertible debt for 30k BTC. Total BTC has increased from [------] to [------] or 53% over [--] days 🤩"  
[X Link](https://x.com/RHodls/status/1863188327546917234)  2024-12-01T11:48Z [----] followers, [---] engagements


"This means @saylor has been deploying capital at a rate of $3B/week. With $30B remaining $MSTR is on pace to deplete the Plan by mid-Feb at the latest (10 weeks). Now lets crunch some numbers"  
[X Link](https://x.com/RHodls/status/1863188329052721533)  2024-12-01T11:48Z [----] followers, 15.8K engagements


"If we assume BTC averages $125k in Q1 $MSTR will acquire 238k more bringing their total to 625k BTC or B0.00215455/share in Q1* *assumes $550/share $MSTR (1.5X % increase vs. BTC). The result - BTC Yield would be 101% or 50%/quarter in Q4 and Q1. 🤯"  
[X Link](https://x.com/RHodls/status/1863188330906550575)  2024-12-01T11:48Z [----] followers, 12.7K engagements


"But this wont be the endI wouldnt bet on it. I suspect @saylor already has Capital Plan [---] in the works. The question is - how much will he raise next"  
[X Link](https://x.com/RHodls/status/1863188332529721560)  2024-12-01T11:48Z [----] followers, 11.6K engagements


"In the above scenario $MSTR had to increase BTC by 148% to deliver 101% BTC Yield per share (the effect of the mNAV premium + debt) If @saylor wants to maintain his growth rate in Q2-Q3 he would need to acquire 923k BTC (assuming mNAV remains constant) This would push BTC/share to B0.00432589 (432589 sats). Sound impossible"  
[X Link](https://x.com/RHodls/status/1863188334706655714)  2024-12-01T11:48Z [----] followers, 12.4K engagements


"The exact amount will depend on BTC and $MSTR price over time but I estimate he would need between $180-$250B to achieve this (4-6x the $42B plan). This assumes BTC purchases realize an average price of $200-$300k implying purchases made as high as call it $500k. Why A confluence of factors"  
[X Link](https://x.com/RHodls/status/1863188336476561700)  2024-12-01T11:48Z [----] followers, [---] engagements


"1. Front running $MSTR [--]. The halving [--]. Supply in hands of Long term holders [--]. ETFs [--]. Red wave and Strategic Reserve [--]. Govt and retail FOMO [--]. Massive cup and handle for you astrologers out there [--]. FASB [--]. Treasury operation copy cats"  
[X Link](https://x.com/RHodls/status/1863188338003296562)  2024-12-01T11:48Z [----] followers, 12K engagements


"With an infinitely scalable business model on a completely inelastic supply any #bitcoin Maxi knows this is certainly in the cards. So what does that mean With B0.00432589/share $500k BTC and an expanding mNAV of 5x at peak $MSTR would hit $10815/share at the Q3 peak"  
[X Link](https://x.com/RHodls/status/1863188339458720115)  2024-12-01T11:48Z [----] followers, 12K engagements


"And then we can talk about Capital Plan [---] As always NFA - I encourage everyone to run their own scenarios. This is very much a BTC Maxi POV. Thanks for reading"  
[X Link](https://x.com/RHodls/status/1863188340910026943)  2024-12-01T11:48Z [----] followers, [---] engagements


"If you havent check out my last thread which shows the conservative case for a $MSTR 10X in [----] https://x.com/rhodls/status/1862459589905522805s=46 https://x.com/rhodls/status/1862459589905522805s=46"  
[X Link](https://x.com/RHodls/status/1863188342747050420)  2024-12-01T11:48Z [----] followers, [---] engagements


"Im conflicted - on one hand $MSFT adding Bitcoin to their balance sheet will supercharge corporate stacking of BTC. On the other we want more time for $MSTR to stack at cheaper prices. My 3-minute presentation to the $MSFT Board of Directors and @SatyaNadella articulating why the company should do the right thing and adopt #Bitcoin. https://t.co/aHp91V9Slz My 3-minute presentation to the $MSFT Board of Directors and @SatyaNadella articulating why the company should do the right thing and adopt #Bitcoin. https://t.co/aHp91V9Slz"  
[X Link](https://x.com/RHodls/status/1863348754922778798)  2024-12-01T22:25Z [----] followers, [----] engagements


"@Wealth_Theory $MSTR is growing BTC per share at roughly 50% a quarter right now. Whats that worth In a year any investor today will be more than compensated for paying a premium. And then its all gravy. This is the investment people are making"  
[X Link](https://x.com/RHodls/status/1863545704913752431)  2024-12-02T11:28Z [----] followers, [---] engagements


"Q4 WEEK [--] UPDATE - @Saylor announced purchasing an additional [-----] BTC this morning (Dec 2). Here is the updated 'BTC Yield' KPI for the week tracking cumulative 'BTC Yield' and BTC per share. And important points to consider as $MSTR investors"  
[X Link](https://x.com/anyuser/status/1863644436720132198)  2024-12-02T18:00Z [----] followers, 30.1K engagements


"2. @saylor appears to be focused on the 'predictability' of the 'Treasury Operations' strategy. This is week [--] in a row with a 'needs more green dots' hint on Sunday and a purchase announced on Monday morning"  
[X Link](https://x.com/RHodls/status/1863644440931311834)  2024-12-02T18:00Z [----] followers, [---] engagements


"4. With the latest buy $MSTR still has $11.5B in ATM equity and $17B in convertible debt ($28.5B to go) left to issue. Meanwhile the market appears worried about the US potentially moving $1.92B of BTC to sell. Ignore the noise. Focus on the signal"  
[X Link](https://x.com/RHodls/status/1863644444580360508)  2024-12-02T18:00Z [----] followers, [---] engagements


"With todays BTC purchase update $MSTR has now been deploying $3.39B/week to buy BTC. At $95k BTC this is 35.7k BTC per week 🤯 At this pace and if BTC remains at $95k on average @saylor will acquire 299.7k more BTC and deplete the capital plan in 8.4wks. Hodl on 🥇"  
[X Link](https://x.com/RHodls/status/1863690940277215633)  2024-12-02T21:05Z [----] followers, [----] engagements


"@peruvian_bull $963M is like a purchase over sunday brunch for @saylor. $MSTR has $28.5B left to deploy and the market frets over a measly $963M The US can repurchase this amount even at 5X the price and not blink an eye. This is all noise"  
[X Link](https://x.com/RHodls/status/1863760192950706483)  2024-12-03T01:40Z [----] followers, [---] engagements


"Is $MSTR's run done or does it have more in the tank Here's the key signal for $MSTR to keep outperforming and when it may be time to call a top. Let's go 🧵"  
[X Link](https://x.com/anyuser/status/1864052077980197002)  2024-12-03T21:00Z [----] followers, 85.5K engagements


"As @saylor puts it - 'Volatility is vitality'. @MSTR's volatility and ultimately #bitcoin's volatility drives performance and more importantly its outperformance over time. It's the price we pay for the best performing asset(s) in the world"  
[X Link](https://x.com/RHodls/status/1864052080790700034)  2024-12-03T21:00Z [----] followers, [----] engagements


"With $MSTR there is more at play. It's an investment with risk - But with risk comes reward. For example since Nov [--]. $MSTR shareholders saw not only the $ value of their BTC (per share) rise they also yielded 40% more BTC/share This is the reward"  
[X Link](https://x.com/RHodls/status/1864052084741419031)  2024-12-03T21:00Z [----] followers, [----] engagements


"The value drivers of a 'Treasury Operation' are 1) value of BTC reserves and 2) the increase in BTC/share. If $MSTR delivers 40% BTC yield/mo the underlying BTC could go down or sideways and still see the share price rise. It's the combination that determines price over time"  
[X Link](https://x.com/RHodls/status/1864052086511386630)  2024-12-03T21:00Z [----] followers, [----] engagements


"But this is where things get interesting. With a fixed supply commodity like #bitcoin $MSTR's yield MUST decline over time. As BTC reserves grow it'll take ever larger purchases to sustain the growth rate"  
[X Link](https://x.com/RHodls/status/1864052088218488860)  2024-12-03T21:00Z [----] followers, [----] engagements


"Today the massive BTC Yield signals that value creation for $MSTR will outpace even a major downside correction in the BTC price This suggests that the stock will keep rising as treasury operations continue. (no guarantees of course - NFA) However"  
[X Link](https://x.com/RHodls/status/1864052091792068751)  2024-12-03T21:00Z [----] followers, [----] engagements


"As yields drop there will come a time when: 1) BTC Yield vs. NAV premium paid is out of whack. Currently paying 165% premium vs. 40%/mo yield (not bad) 2) the risk of a price correction in BTC will overwhelm expected yield. Cue $MSTR mass exodus and mark the top"  
[X Link](https://x.com/RHodls/status/1864052093935370656)  2024-12-03T21:00Z [----] followers, [----] engagements


"Reverse Ponzi or how I like to put it - $MSTR is the anti-Fed sucking value out of the fiat Ponzi scheme as easily as the Federal Reserve prints money. My brain: @MicroStrategy will continue to borrow dollars and buy $BTC until the dollar doesn't exist. All that debt #MSTR has in dollars will eventually be hyper-inflated away and $MSTR will still have all that #BITCOIN they bought. @saylor It's called a reverse Ponzi. 🤐🤯🤷♀ https://t.co/3tY9o83K3Z My brain: @MicroStrategy will continue to borrow dollars and buy $BTC until the dollar doesn't exist. All that debt #MSTR has in dollars will"  
[X Link](https://x.com/RHodls/status/1864363975812546796)  2024-12-04T17:39Z [----] followers, [----] engagements


"I'm adding new $MSTR KPIs to my Weekly Update. Check out below for: [--]. $ Value of BTC Earnings per day (purchase price vs. today price) [--]. Cumulative $ Value of BTC earnings (purchase price vs. today price) Q4 WEEK [--] UPDATE - @Saylor announced purchasing an additional [-----] BTC this morning (Dec 2). Here is the updated 'BTC Yield' KPI for the week tracking cumulative 'BTC Yield' and BTC per share. And important points to consider as $MSTR investors. https://t.co/Bs5dJBhtKb Q4 WEEK [--] UPDATE - @Saylor announced purchasing an additional [-----] BTC this morning (Dec 2). Here is the updated 'BTC"  
[X Link](https://x.com/RHodls/status/1864402146122207433)  2024-12-04T20:11Z [----] followers, [----] engagements


"KPI: 'Cumulative $ Value of BTC earnings' (purchase price vs. today price)"  
[X Link](https://x.com/RHodls/status/1864402150043930821)  2024-12-04T20:11Z [----] followers, [--] engagements


"As @saylor summarized $MSTR raised $13.5 billion and acquired [------] BTC for $90231 with a BTC Yield of 38.7% providing a net benefit of [-----] BTC to shareholders or [----] BTC per day. At $96K per BTC that would equate to $9.4 billion for the month or $312 million per day. https://x.com/saylor/status/1864294281382408257 https://x.com/saylor/status/1864294281382408257"  
[X Link](https://x.com/RHodls/status/1864402152019398821)  2024-12-04T20:11Z [----] followers, [---] engagements


"$MSTR is an absolute sats-cow at the moment. Will it continue This is why I'm following these KPIs so closely. Stay tuned for the Week [--] update every monday (presumably after a $MSTR purchase announcement 😉) Thanks for reading"  
[X Link](https://x.com/RHodls/status/1864402153546141915)  2024-12-04T20:11Z [----] followers, [---] engagements


"I'm adding new $MSTR KPIs to my Weekly Update. Check out below for: [--]. $ Value of BTC Earnings per day (purchase price vs. today price) [--]. Cumulative $ Value of BTC earnings (purchase price vs. today price) https://x.com/RHodls/status/1863644436720132198 https://x.com/RHodls/status/1863644436720132198"  
[X Link](https://x.com/RHodls/status/1864403548588347837)  2024-12-04T20:16Z [----] followers, [---] engagements


"KPI: 'Cumulative $ Value of BTC earnings' (purchase price vs. today price)"  
[X Link](https://x.com/RHodls/status/1864403553483178143)  2024-12-04T20:17Z [----] followers, [--] engagements


"As @saylor summarized. In November $MSTR provided a net benefit of [-----] BTC to shareholders or [----] BTC per day. At $96K per BTC that would equate to $9.4 billion for the month or $312 million per day"  
[X Link](https://x.com/RHodls/status/1864403555412578667)  2024-12-04T20:17Z [----] followers, [---] engagements


"$MSTR is an absolute sats-cow at the moment. Will it continue This is why I'm following these KPIs so closely. Stay tuned for the Week [--] update every monday (presumably after a $MSTR purchase announcement 😉) Thanks for reading"  
[X Link](https://x.com/RHodls/status/1864403557216108689)  2024-12-04T20:17Z [----] followers, [---] engagements


"Everyone realizes that at $392 $MSTR is up 72% in [--] days. 122% in [--] days 229% in [--] days right BTC is up 45% 60% and 80% respectively. Stick to the plan. We are here for BTC/yield. 40% yield in the last [--] days and accelerating"  
[X Link](https://x.com/anyuser/status/1864744972697645526)  2024-12-05T18:53Z [----] followers, 10.9K engagements


"Here it is. The thread every $MSTR investor needs today to understand what the heck you own. Let's go 🧵"  
[X Link](https://x.com/anyuser/status/1864771864943313358)  2024-12-05T20:40Z [----] followers, 147.3K engagements


"First some context. $MSTR is 72% in [--] days. 122% in [--] days and 229% in [--] days. vs. BTC which is up 45% 60% and 80% respectively. $MSTR is a leveraged bet on BTC. It's also forward-looking. The stock price is anticipating where BTC is going not where it is now"  
[X Link](https://x.com/RHodls/status/1864771867984248933)  2024-12-05T20:40Z [----] followers, 16.7K engagements


"Second the value: If you agree with this - "Wealth creation comes from buying and hodl'ing BTC". then $MSTR should be bought not for near term $ price movements but for BTC/share accumulation In fact the only metric that matters is B0.00148792 - the current BTC/share"  
[X Link](https://x.com/RHodls/status/1864771869783527695)  2024-12-05T20:40Z [----] followers, 14K engagements


"In fact this metric has grown by 39% in November alone since the launch of the $42B Capital Plan. BTC/Share is the only return metric that investors need to look at not the fiat $ price"  
[X Link](https://x.com/RHodls/status/1864771872077869199)  2024-12-05T20:40Z [----] followers, 15.1K engagements


"But if you must look at the $ price look at it compared to the $ earnings. BTC yield in fiat terms is $10B in ONE MONTH At a market cap of only $85B currently $MSTR is only trading at 8.5X its MONTHLY earnings. Less than 1X it's potential annual earnings 🧐"  
[X Link](https://x.com/RHodls/status/1864771873990385722)  2024-12-05T20:40Z [----] followers, [----] engagements


"So do your due diligence follow the KPIs (I update them weekly) and let @saylor do his thing. More to come on $MSTR financial performance. Thanks for reading"  
[X Link](https://x.com/RHodls/status/1864771877685674094)  2024-12-05T20:40Z [----] followers, 11.4K engagements


"For all the doubters about $MSTRs potential here is @saylor clearly laying out his plan for all the world to see - have a listen. What I think hes not saying here is that after he raises $3T and becomes a $10T business he doesnt stop there. He keeps going"  
[X Link](https://x.com/RHodls/status/1865218984150261961)  2024-12-07T02:17Z [----] followers, 12.1K engagements


"@saylor just laid out $MSTRs path to becoming a $10 trillion market cap company - larger than $AAPL $NVDA and $MSFT combined. But here is what @saylor didnt tell you Lets go 🧵"  
[X Link](https://x.com/RHodls/status/1865821243968049267)  2024-12-08T18:10Z [----] followers, [---] engagements


"Okay lets try and put this in perspective 3T is [-------] x [-------] So for simplicity imagine @saylor getting [-------] BTC at $1M/coin on average. Or if the market catches on faster than it has something like [-------] BTC for an average of $3M/coin"  
[X Link](https://x.com/RHodls/status/1865821299106529589)  2024-12-08T18:10Z [----] followers, [--] engagements


"If current economics hold driven by multiple of NAV (equity) and favourable debt terms $MSTR will capture 2/3rds of this value for the benefit of shareholders. Thats a mind-boggling $2T in fiat earnings (not including future BTC appreciation) in this scenario.🤯"  
[X Link](https://x.com/RHodls/status/1865821300872089766)  2024-12-08T18:10Z [----] followers, [--] engagements


"Third - He will not stop there. He mentioned a $10T valuation with $3T of NAV. This is an expectation that the NAV premium will persist. If @saylor said okay we are done - mNAV would evaporate and $MSTR would trade 1:1 with BTC reserves wiping out $7T of equity value"  
[X Link](https://x.com/RHodls/status/1865821308723880281)  2024-12-08T18:10Z [----] followers, [--] engagements


"@saylor just laid out $MSTRs path to becoming a $10 trillion market cap company - larger than AAPL NVDA and MSFT combined. But here is what @saylor didnt tell you Lets go 🧵"  
[X Link](https://x.com/RHodls/status/1865828580870983840)  2024-12-08T18:39Z [----] followers, [----] engagements


"Okay lets try and put this in perspective 3T is [-------] x [-------] So for simplicity imagine @saylor getting [-------] BTC at $1M/coin on average. Or if the market catches on faster than it has something like [-------] BTC for $3M/coin on average"  
[X Link](https://x.com/RHodls/status/1865828584860131474)  2024-12-08T18:39Z [----] followers, [--] engagements


"If current economics hold driven by multiple of NAV (equity) and favourable debt terms $MSTR will capture 2/3rds of this value for the benefit of shareholders. Thats a mind-boggling $2T in fiat earnings (not including future BTC appreciation) in this scenario.🤯"  
[X Link](https://x.com/RHodls/status/1865828587292799012)  2024-12-08T18:39Z [----] followers, [--] engagements


"Third - He will not stop there. He mentioned a $10T valuation with $3T of NAV. This is an expectation that the NAV premium will persist. If @saylor said okay we are done - mNAV would evaporate and $MSTR would trade 1:1 with BTC reserves wiping out $7T of equity value"  
[X Link](https://x.com/RHodls/status/1865828597002387907)  2024-12-08T18:39Z [----] followers, [--] engagements


"Im making this pledge. All money earned from X is going right into $MSTR. Follow me like repost - youre supporting $MSTR mNAV and accelerating hyperbitcoinization. 😋 I appreciate being on this journey with you all. 🙏 Attention all of #Bitcoin X Join the speculative attack Get verified on @X. Add eachother help eachother grow and get monetized Use that money to buy Bitcoin to take it off the market forever Bitcoin promotes cooperation over competition. Help prove that Bitcoin is right Attention all of #Bitcoin X Join the speculative attack Get verified on @X. Add eachother help eachother"  
[X Link](https://x.com/RHodls/status/1865867343722852863)  2024-12-08T21:13Z [----] followers, [----] engagements


"@PeterSchiff Capital isnt wasted. One person swaps their BTC for fiat. Nothing is created or destroyed. The question is simply who owns what. Will you hold BTC or bag-hold fiat"  
[X Link](https://x.com/RHodls/status/1865939724570935321)  2024-12-09T02:01Z [----] followers, [---] engagements


"Q4 WEEK [--] UPDATE - As anticipated @saylor announced the purchase of [-----] additional BTC this morning - That's [--] weeks straight Here are your updated $MSTR key performance indicators (KPIs) for the week. Lets go 📊📈"  
[X Link](https://x.com/anyuser/status/1866132899805753783)  2024-12-09T14:48Z [----] followers, 47.4K engagements


"'BTC Yield' has increased to 43.23% since October [--] (Start of Q4) and the launch of the $42B Capital Plan. BTC per share now stands at [----------] up from [---------] on Nov 1"  
[X Link](https://x.com/RHodls/status/1866132902909714736)  2024-12-09T14:48Z [----] followers, [--] engagements


"'Cumulative BTC Earnings (in $)' since the launch of the Capital Plan (Oct 30) is $11.45B at today's BTC price of $99100 (Red bars) The grey bars show the value at time of purchase. The delta is showing the BTC appreciation $MSTR shareholders are experiencing over time"  
[X Link](https://x.com/RHodls/status/1866132905921286178)  2024-12-09T14:48Z [----] followers, [----] engagements


"'BTC Earnings Per Day' takes the fiat 'BTC Earnings' from each @saylor announcement and averages it over the time between announcements. This will give us a sense of pace of earnings. Last week $MSTR generated $191M per day - Absolute insanity"  
[X Link](https://x.com/RHodls/status/1866132908806664266)  2024-12-09T14:48Z [----] followers, [----] engagements


"'Total BTC held' now stands at [------] representing 2.02% of BTC's 21M supply cap"  
[X Link](https://x.com/RHodls/status/1866132910639595534)  2024-12-09T14:48Z [----] followers, [--] engagements


"With the latest buy $MSTR has $9.3B of ATM equity and $17B of convertible debt left to issue. At $100k BTC that would [------] more BTC added to $MSTR reserves"  
[X Link](https://x.com/RHodls/status/1866132912460144665)  2024-12-09T14:48Z [----] followers, [----] engagements


"This is week [--] in a row with a 'needs more green dots' hint on Sunday and a purchase announced on Monday morning at 8:03am EST sharp I expect these BTC purchases to continue on schedule"  
[X Link](https://x.com/RHodls/status/1866132914196435074)  2024-12-09T14:48Z [----] followers, [--] engagements


"$MSTR captured $191M/day worth of BTC each day last week (including weekends) - That is $0.69/share/day or $4.86/share/week. A $100k investment today gets you [---] shares. At this pace you would capture $1279/wk in value on $100k - try that with real estate"  
[X Link](https://x.com/RHodls/status/1866172889017483570)  2024-12-09T17:27Z [----] followers, [----] engagements


"New $MSTR Key Performance Indicator is ready Here is the 'BTC Earnings ($) per share per day'. @Saylor is delivering $1.16/share/day on average since launching the $42B capital plan 🤯"  
[X Link](https://x.com/RHodls/status/1866213615520698372)  2024-12-09T20:09Z [----] followers, [----] engagements


"Check out my weekly KPI update here for all $MSTR KPIs. $MSTR investor Give me a follow me to keep track of @saylor's buys each week. https://x.com/RHodls/status/1866132899805753783 https://x.com/RHodls/status/1866132899805753783"  
[X Link](https://x.com/RHodls/status/1866213618515070995)  2024-12-09T20:09Z [----] followers, [---] engagements


"With continued ATM equity issuances week-to-week @saylor continues to put pressure on the multiple to Net Asset Value (NAV) that $MSTR trades at. Since launching the capital plan on Oct [--] $12.7B in equity has been issued and mNAV has declined from 3.63X on Nov [--] to 2.41X"  
[X Link](https://x.com/RHodls/status/1866228822971965765)  2024-12-09T21:09Z [----] followers, 10.3K engagements


"While the share price has declined relative to BTC (driving mNAV lower by 33%) I suspect @saylor will keep going as the end goal is BTC Yield. Any equity issued at mNAV [--] is 'accretive dilution'. The lower the multiple the less benefit to shareholders for each dollar issued"  
[X Link](https://x.com/RHodls/status/1866228824838463799)  2024-12-09T21:09Z [----] followers, [----] engagements


"Declining mNAV trend is something we should keep our eyes on. My eyes are also on that untapped $17B of convertible debt. I suspect we see an ease on the ATM equity and an increase in convertible debt issued. Not financial advice as always. Do your due diligence"  
[X Link](https://x.com/RHodls/status/1866228826755203162)  2024-12-09T21:09Z [----] followers, [----] engagements


"In a recent interview @saylor outlined the end game for $MSTR. His plan is to complete the $42B Capital Plan then double it ($84B) then double it again ($168B) and again ($336B) and again. Until hes captured 1% of the $300T debt market ($3T). Take a listen"  
[X Link](https://x.com/RHodls/status/1866449967545483283)  2024-12-10T11:48Z [----] followers, [---] engagements


"In this scenario @saylor expects $MSTR to trade at a $10T market cap equivalent to AAPL NVDA and MSFT combined. Sound crazy Not at all - $MSTR is in the business of MONEY with an addressable market of all the wealth in the world. But still"  
[X Link](https://x.com/RHodls/status/1866449970444050542)  2024-12-10T11:48Z [----] followers, [---] engagements


"This is not the end game A $10T valuation with $3T of reserves implies a $7T equity premium. The market will demand that $MSTR continue or mNAV would evaporate - $MSTR would trade 1:1 with reserves wiping out $7T of value. Stop is simply not an option"  
[X Link](https://x.com/RHodls/status/1866449972457255334)  2024-12-10T11:48Z [----] followers, [---] engagements


"So what is the end game really Its not 1% or 10%its 100% of the debt market; and an equal portion of the equity market too. @saylor must simply keep buying as long as capital is left in the fiat system"  
[X Link](https://x.com/RHodls/status/1866449974394794314)  2024-12-10T11:48Z [----] followers, [---] engagements


"@saylor said it himself in the interview - My mission is I want to see the entire world recapitalize on bitcoin. Every company every family every government. This is hyperbitcoinization"  
[X Link](https://x.com/RHodls/status/1866449978278715707)  2024-12-10T11:48Z [----] followers, [---] engagements


"Thanks for reading. I hope you enjoyed this dose of $MSTR hopium. As always do your due diligence"  
[X Link](https://x.com/RHodls/status/1866449980040560866)  2024-12-10T11:48Z [----] followers, [---] engagements


"Bitcoin is how you protect your money. $MSTR is how you invest it Ethereum/Solana is how you gamble it. Therefixed it for you @naval"  
[X Link](https://x.com/RHodls/status/1866458589537157503)  2024-12-10T12:22Z [----] followers, [---] engagements


"$MSTR's stock price has been lagging behind #Bitcoin the last [--] days causing noticeable angst on X. Is @saylor killing the golden goose Here's why I think he's just fattening it up for X-mas dinner. Let's go 🧵"  
[X Link](https://x.com/anyuser/status/1866515407034634426)  2024-12-10T16:08Z [----] followers, 79.2K engagements


"Since Nov. [--] BTC is up 23% vs. $MSTR up "only" 9%. The result A continued and steady decline in $MSTR's 'multiple to Net Asset Value' or the premium the stock trades at to the value of the underlying BTC held"  
[X Link](https://x.com/RHodls/status/1866515408314105953)  2024-12-10T16:08Z [----] followers, [----] engagements


"In fact since peaking on Nov. [--] $MSTR's mNAV (red line) has declined 33% from a peak of 3.63X to 2.41X below the Q4 average of 3.01X (grey line). *With $MSTR evolving into a "Treasury Operations" company in Q4 I think it's most relevant to track only recent mNAV IMO"  
[X Link](https://x.com/RHodls/status/1866515410675433936)  2024-12-10T16:08Z [----] followers, [----] engagements


"A main factor hindering near term stock performance is of course @saylor issuing 'At-the-money' (ATM) equity. What's that Issue new shares at market price - take cash and buy Bitcoin In fact $MSTR has now issued an insane $10.7B since Nov 10.And the stock is UP"  
[X Link](https://x.com/RHodls/status/1866515412763939292)  2024-12-10T16:08Z [----] followers, [----] engagements


"And as of Dec. [--] $MSTR still has $9.3B left to go. At the current pace @saylor can be done by year end - capturing [-----] more BTC (@ $100k/btc) At 2.4X mNav 60% will accrue to the benefit of existing shareholders - that's a BTC gain of 54k and a fiat gain of $5.4B. 🤑"  
[X Link](https://x.com/RHodls/status/1866515414064210139)  2024-12-10T16:08Z [----] followers, [----] engagements


"So should we be worried Absolutely not. Here's why: $MSTRs model requires [--] things: 1) Access to capital 2) Volatility driven by underlying BTC reserves 3) An operating business (i.e. the software biz the 'treasury operations' and/or some new future BTC-related model)"  
[X Link](https://x.com/RHodls/status/1866515415532458384)  2024-12-10T16:08Z [----] followers, [----] engagements


"By hitting the ATM as hard as he can @Saylor is: 1) Establishing the 'treasury operations' biz model for the world to see. 2) growing its BTC reserves which can then be leveraged to access more capital. 3) Maximizing BTC Yield (the most important metric to track)"  
[X Link](https://x.com/RHodls/status/1866515417424101541)  2024-12-10T16:08Z [----] followers, [----] engagements


"While a temp headwind all of these things creates more vol more interest more BTC price exposure more access to capital more BTC Yield more fiat profit. @Saylor doesn't care about short term. Bitcoiners have low time preference. This is the key for $MSTR to lead the way"  
[X Link](https://x.com/RHodls/status/1866515419072172286)  2024-12-10T16:08Z [----] followers, [----] engagements


"With that $MSTR will be positioned for an explosive [----] just in time for xMAS dinner. Happy holidays. Thanks for reading. mNAV is a KPI I'm tracking in my weekly KPI update. Check out the latest here: https://x.com/RHodls/status/1866132899805753783 https://x.com/RHodls/status/1866132899805753783"  
[X Link](https://x.com/RHodls/status/1866515420565651573)  2024-12-10T16:08Z [----] followers, [----] engagements


"Latest post on $MSTR mNAV. https://x.com/RHodls/status/1866515407034634426 $MSTR's stock price has been lagging behind #Bitcoin the last [--] days causing noticeable angst on X. Is @saylor killing the golden goose Here's why I think he's just fattening it up for X-mas dinner. Let's go 🧵 https://x.com/RHodls/status/1866515407034634426 $MSTR's stock price has been lagging behind #Bitcoin the last [--] days causing noticeable angst on X. Is @saylor killing the golden goose Here's why I think he's just fattening it up for X-mas dinner. Let's go 🧵"  
[X Link](https://x.com/RHodls/status/1866515975920631983)  2024-12-10T16:11Z [----] followers, [----] engagements


"@adkcurtis Totally agree. mNAV will help drive BTC yield. It ultimately the only thing that matters is how much BTC $MSTR can acquire. The strategy works even at [----] mNAV. Its insanely good at 2.4X"  
[X Link](https://x.com/RHodls/status/1866531492970553366)  2024-12-10T17:12Z [----] followers, [---] engagements


"@rick102010 $MSTR doesnt charge a mgmt fee. So if it trades at exactly 1X forever $MSTR will outperform (assuming the software business is cash flow positive)"  
[X Link](https://x.com/RHodls/status/1866533646330466448)  2024-12-10T17:21Z [----] followers, [---] engagements


"@raspalbhatia Yup. Hence $MSTR is probably the best Layer [--] play and drains liquidity from alt coins as well"  
[X Link](https://x.com/RHodls/status/1866533875813359673)  2024-12-10T17:22Z [----] followers, [---] engagements


"$MSFT saying no to #bitcoin is a blessing for $MSTR. We now have more time to stack cheap sats. @saylor is playing 4D chess. I doubt he ever thought they would adopt but hes set the stage for epic memes in the future. Microsoft say NO to: ❌Internet Browser ❌Mobile ❌Smartphone ❌Social Media Each time they had to pay a HUGE price to get back into the game or even missed out forever. Now they said NO to ❌#Bitcoin They will pay the price. #HFSP Microsoft say NO to: ❌Internet Browser ❌Mobile ❌Smartphone ❌Social Media Each time they had to pay a HUGE price to get back into the game or even missed"  
[X Link](https://x.com/RHodls/status/1866548590681919725)  2024-12-10T18:20Z [----] followers, [----] engagements


"@80IQmindset @saylor Im not. Let me check it out. Thanks 🙏"  
[X Link](https://x.com/RHodls/status/1866560594934911148)  2024-12-10T19:08Z [----] followers, [----] engagements


"The fiat mind cannot comprehend the arbitrage between two competing monetary systems. Correct - In fiat at the time of transaction nothing changes. However on a Bitcoin Standard @saylor issues mispriced debt/equity to capture BTC increasing the amount of BTC held per share. THIS is the gain - only investors on a Bitcoin Standard will understand. @deltaxbt Exactly. In your example there are $50K of assets(the collateral) and $50K of equity before the additional asset purchase. After the transaction there are $200K of assets $150K of new debtand the same $50K of equity. There is no gain from"  
[X Link](https://x.com/RHodls/status/1866859573996351906)  2024-12-11T14:56Z [----] followers, 24.7K engagements


"The fiat mind cannot comprehend the arbitrage between two competing monetary systems. Correct - In fiat at the time of transaction nothing changes. However on a Bitcoin Standard @saylor issues mispriced debt/equity to capture BTC increasing the amount of BTC held per share. THIS is the gain - only investors on a Bitcoin Standard will understand"  
[X Link](https://x.com/RHodls/status/1866860736485466251)  2024-12-11T15:00Z [----] followers, [---] engagements


"This is the most important thing to understand about $MSTR's business model. Only investors on a 'Bitcoin Standard' will understand. Let's go 🧵 cc: @RealJimChanos @saylor @JamesSurowiecki"  
[X Link](https://x.com/RHodls/status/1866889874638266546)  2024-12-11T16:56Z [----] followers, 21.6K engagements


"In a recent tweet @RealJimChanos points out that when $MSTR issues new debt or equity to purchase #bitcoin there is no "gain" from the purchase itself. Check it out here. https://x.com/RealJimChanos/status/1866851175162929401 @deltaxbt Exactly. In your example there are $50K of assets(the collateral) and $50K of equity before the additional asset purchase. After the transaction there are $200K of assets $150K of new debtand the same $50K of equity. There is no gain from the purchase itself. $MSTR https://x.com/RealJimChanos/status/1866851175162929401 @deltaxbt Exactly. In your example there"  
[X Link](https://x.com/RHodls/status/1866889875829690697)  2024-12-11T16:56Z [----] followers, [----] engagements


"He is correct. With standard double-entry accounting there is no gain. The $ amount of new debt/equity issued = the $ amount of new assets purchased (i.e. BTC) - Easy Right Well that's not quite the whole story"  
[X Link](https://x.com/RHodls/status/1866889877393993896)  2024-12-11T16:56Z [----] followers, [----] engagements


"With equity priced at 3X to underlying asset value when @saylor issues $3B of equity he buys $1B of BTC for new shareholders and $2B accrues to the benefit of all shareholders. This means that the 'BTC/share' will increase with every issuance where multiple to NAV is 1"  
[X Link](https://x.com/RHodls/status/1866889880460275890)  2024-12-11T16:56Z [----] followers, [----] engagements


"Hint: bitcoiners think the end game is "hyperbitcoinization" where the world's governments businesses families and individuals all capitalize on a Bitcoin Standard. The fact that @saylor can infinitely scale this strategy is just one factor ushering in this future"  
[X Link](https://x.com/RHodls/status/1866889887246692665)  2024-12-11T16:56Z [----] followers, [----] engagements


"This strategy is certainly not for everyone. Do your own research and due diligence. Thanks for reading"  
[X Link](https://x.com/RHodls/status/1866889888630706518)  2024-12-11T16:56Z [----] followers, [----] engagements


"@SowellAquinas When he issues more shares all shareholders get more BTC/Share. So as a shareholder I WANT him to do more ATM equity. The more he issues the more BTC per hate the company owns. Hence the infinite money glitchmeme"  
[X Link](https://x.com/RHodls/status/1866919634072637906)  2024-12-11T18:55Z [----] followers, [--] engagements


"The value of the equity would increase $3B (not $6B). With the new equity issued at a premium these investors are paying 3X the value of the BTC their new shares will represent. The extra BTC that is acquired will then benefit all existing shareholders driving BTC/share up (the yield) So yes - investors must be willing to pay a premium over just buying spot Bitcoin for example. Investors are looking at this as an opportunity to gain more BTC exposure through intelligent leverage (keep in mind $MSTR is also issuing 0% debt now with large conversion premiums) This is a bet that BTC will keep"  
[X Link](https://x.com/RHodls/status/1866929533732954288)  2024-12-11T19:34Z [----] followers, [--] engagements


"Not for the new investors that put in the $3B. Say $MSTR holds [--] BTC per share and has [--] shares (10 BTC total). New investors are putting in capital at 3X - so effectively paying the equivalent of 3BTC for [--] share but only getting [--] BTC (the premium) The remaining [--] BTC gets spread out across all existing shareholders. So call it [---] BTC/share now. The BTC yield was 20% Not perfect math but you get the point. So will the premium persist Thats the big question and a common point of debate around $MSTR"  
[X Link](https://x.com/RHodls/status/1866933001554174192)  2024-12-11T19:48Z [----] followers, [--] engagements


"BTC is savings tech - your keys safeguard your share of 21M BTC forever. $MSTR is different - It's an investment with a changing risk/reward profile over time. Here's when I'll sell my investment to maximize my savings. Let's go 🧵"  
[X Link](https://x.com/anyuser/status/1867233694328799520)  2024-12-12T15:42Z [----] followers, 33.1K engagements


"What's unique about $MSTR vs. other stonks is that there is an underlying 'anchor of truth' to compare its valuation against - Bitcoin and its 21M supply cap (*less if we account for lost yet to be mined and Satoshi's +1M hoard)"  
[X Link](https://x.com/RHodls/status/1867233696392056991)  2024-12-12T15:42Z [----] followers, [---] engagements


"During bubbles like $GME driven by hype FOMO and forced buying from shorts prices easily lose connection to reality. The market can stay irrational longer than you can stay solvent John Maynard Keynes comes to mind. Market cap P/E ratios etc. all become meaningless"  
[X Link](https://x.com/RHodls/status/1867233698082349317)  2024-12-12T15:42Z [----] followers, [--] engagements


"So the question is - If $MSTR experiences a similar reality bending run like $GME - do you sell and when Unlike HODL'ing BTC forever - as an investment I do think selling $MSTR (investment) for BTC (savings) is logical. Remember - the goal is MORE BTC. Period"  
[X Link](https://x.com/RHodls/status/1867233699953283579)  2024-12-12T15:43Z [----] followers, [---] engagements


"But when would I consider selling With a Market Cap of 100B and BTC at $100k $MSTR is trading at 1M BTC 5% of total supply With 'Treasury Operations' picking up speed acquiring over 1M BTC looks highly likely. We are certainly still grounded in reality"  
[X Link](https://x.com/RHodls/status/1867233701546856780)  2024-12-12T15:43Z [----] followers, [---] engagements


"Now imagine a scenario where $MSTR's price is going parabolic and $MSTR's "BTC holdings * mNAV" combine to total 15-20M BTC (e.g. 2M BTC x 10X mNAV) A new investor would be paying the price as if $MSTR owned effectively the total supply of BTC. Irrational totally"  
[X Link](https://x.com/RHodls/status/1867233703094608151)  2024-12-12T15:43Z [----] followers, [---] engagements


"$MSTR being valued at an unattainable level of BTC is our cue to heavily de-risk from $MSTR in the short term IMO. At this point it would make sense to move from $MSTR to BTC. BTW the BTC $ price does not matter in this scenario - only maximizing BTC in cold storage"  
[X Link](https://x.com/RHodls/status/1867233704759710084)  2024-12-12T15:43Z [----] followers, [---] engagements


"$MSTR is the antithesis of $MSFT. 99.45% of $MSTR investors have voted for BTC on the balance sheet. These investor bases are polar opposites. One group will be 100% wrong and the other 100% right. I know which camp Im in. Were so early to Bitcoin that 99.45% of MSFT shareholders voted against adding BTC to their balance sheet. Microsoft will get Bitcoin at the price they deserve. Were so early to Bitcoin that 99.45% of MSFT shareholders voted against adding BTC to their balance sheet. Microsoft will get Bitcoin at the price they deserve"  
[X Link](https://x.com/RHodls/status/1867254760900108786)  2024-12-12T17:06Z [----] followers, [----] engagements


"These are the three biggest uncertainties that I have about the $MSTR Treasury Operations playbook: Lets go 🧵"  
[X Link](https://x.com/RHodls/status/1867293523856568763)  2024-12-12T19:40Z [----] followers, 11.2K engagements


"1. Why hasnt $MSTR been issuing more convertible debt Since the launch of the Capital Plan on Oct. [--]. @saylor has issued $12B in equity and only $3B in debt. The misbalance calls into question demand from the debt markets"  
[X Link](https://x.com/RHodls/status/1867293525383041405)  2024-12-12T19:40Z [----] followers, [----] engagements


"2. Key man risk. What happens if @saylor got hit by a bus tomorrow Does $MSTR have the leadership to keep going Im willing to bet 1% of investors know who $MSTRs current CEO is (its Phong Le)"  
[X Link](https://x.com/RHodls/status/1867293529682456743)  2024-12-12T19:40Z [----] followers, [----] engagements


"I would love to see three things: [--]. A catch up in convertible debt issued. [--]. An acceleration in the stock price and expansion of the mNAV despite consistent new equity being. [--]. A greater role for Phong Le in $MSTRs communications re: their Bitcoin strategy"  
[X Link](https://x.com/RHodls/status/1867293532152607015)  2024-12-12T19:40Z [----] followers, [----] engagements


"Am I still a #bitcoin maxi if Im irresponsibly long $MSTR Im bitcoin only. Ultimate objective is more BTC in cold storage. $MSTR is an investment (taking risk) to acquire more BTC"  
[X Link](https://x.com/RHodls/status/1867597964853862859)  2024-12-13T15:50Z [----] followers, [----] engagements


"Strong close to the week for $MSTR. Looking forward to @saylors need more green dots this Sunday. Im guessing $2B more ATM this week for 20k more BTC. Will update $MSTR KPIs Monday at 8:03am. IYKYK"  
[X Link](https://x.com/RHodls/status/1867686095665893521)  2024-12-13T21:40Z [----] followers, [----] engagements


"Is it weird to be proud of a billionaire Maybe its that in bitcoin everyone is on the same playing field. Whether you have [----] sats or 420k BTC the protocol is the great equalizer. When @saylor wins we all win. f*ck yeah $MSTR. Lets go. 🚀 $MSTR to enter Nasdaq [---] https://t.co/kDtDxWTSbI $MSTR to enter Nasdaq [---] https://t.co/kDtDxWTSbI"  
[X Link](https://x.com/RHodls/status/1867747505716531543)  2024-12-14T01:44Z [----] followers, [----] engagements


"@cjtrapp @HodlMagoo All BTC/share is on a fully diluted basis which includes conversion of converts. Straight from $MSTR filings"  
[X Link](https://x.com/RHodls/status/1868054563007463610)  2024-12-14T22:04Z [----] followers, [--] engagements


"$MSTR has been added to the $QQQ unleashing passive $ flows and accelerating the $MSTR feedback loop. But this is just one feedback loop sending #bitcoin & $MSTR to the moon 🚀 🌙 Here are the four horsemen (feedback loops) of the fiat apocalypse. Lets go 🧵"  
[X Link](https://x.com/anyuser/status/1868258437119025329)  2024-12-15T11:34Z [----] followers, 47.7K engagements


"From 09-20 price was driven by the HODL feedback loop. Investors (OGs) discover learn not always buy/HODL BTC price up causing more to discover learn and buy. FOMO and leverage create continual price expansion and the [--] year boom bust cycles as we know it"  
[X Link](https://x.com/RHodls/status/1868258439270727766)  2024-12-15T11:34Z [----] followers, [----] engagements


"Feedback Loop #2 is the Corporate Treasury playbook. We are here. Its simple: [--]. Company buys BTC. [--]. BTC price & volatility drives equity vol. [--]. Company uses debt/equity to buy more BTC. BTC yield generated for investors drives stock price higher - rinse & repeat"  
[X Link](https://x.com/RHodls/status/1868258441837601013)  2024-12-15T11:34Z [----] followers, [--] engagements


"Each business on the treasury strategy creates a feedback loop themselves. $MSTR doesnt NEED copycats. But As more companies do it the feedback loops also accelerate the others. E.g. when Metaplanet Riot Mara or Semler buy $MSTRs feedback loop accelerates. 🚀"  
[X Link](https://x.com/RHodls/status/1868258444085440608)  2024-12-15T11:34Z [----] followers, [----] engagements


"The Corporate Treasury feedback loop also accelerates as businesses are added to indices that drive passive $ flows. Hence the importance of $MSTR being added to the Nasdaq [---]. $QQQ is fuel to the $MSTR fire 🔥"  
[X Link](https://x.com/RHodls/status/1868258446103216140)  2024-12-15T11:34Z [----] followers, [----] engagements


"The third is the country-level Strategic Reserve feedback loop. Take El Salvador: [--]. Buy/mine BTC [--]. Protect economic energy of country (vs. using debasing foreign currency) [--]. Lessen need for bailouts and predatory IMF loans [--]. Reinvest new prosperity in BTC"  
[X Link](https://x.com/RHodls/status/1868258448431018091)  2024-12-15T11:34Z [----] followers, [----] engagements


"The launch of a US Strategic Reserve will kick global competitive stacking into high gear. Beyond $MSTR the US stacking corn remains the biggest Black Swan event heading into [--] IMO. Cue Softwar (H/T @JasonlPLowrey)"  
[X Link](https://x.com/RHodls/status/1868258450343604656)  2024-12-15T11:34Z [----] followers, [--] engagements


"The fourth and final is the Central Bank Money Printer feedback loop. [--]. Money printer go Brrrrr inflates currency. [--]. BTC price rises sparking demand and accelerating feedback loops 1-3 [--]. Debt and equity markets weakenmoney printer go brrrr"  
[X Link](https://x.com/RHodls/status/1868258452230860875)  2024-12-15T11:35Z [----] followers, [----] engagements


"There will come a tipping point when CBs will flip from propping up legacy markets to printing to buy bitcoin accelerating this loop. Jerome Powells recent comments legitimizing BTC as Digital Gold is the very first step to initiate this loop"  
[X Link](https://x.com/RHodls/status/1868258454311407695)  2024-12-15T11:35Z [----] followers, [--] engagements


"There it is. Week [--] straight. @saylor is focused on making the treasury operations consistent and more predictable. Hes on his way. Looking forward to 8:03am EST to find out how much he bought last week. Is https://t.co/Bx3917zMqi missing a green dot https://t.co/B3Zzd6M1uV Is https://t.co/Bx3917zMqi missing a green dot https://t.co/B3Zzd6M1uV"  
[X Link](https://x.com/RHodls/status/1868290125588816163)  2024-12-15T13:40Z [----] followers, [----] engagements


"@TheBTCTherapist Sure does. QQQ FASB US / Russia strategic reserve. Continued $MSTR stacking. Perfect storm heading into next week"  
[X Link](https://x.com/RHodls/status/1868366114763272360)  2024-12-15T18:42Z [----] followers, [----] engagements


"When will @saylor stop hitting the At the market (ATM) by issuing $MSTR equity It will only stop once we hit the HODL Point - when fiat is no longer accepted for #Bitcoin. Lets go 🧵"  
[X Link](https://x.com/anyuser/status/1868611444507570209)  2024-12-16T10:57Z [----] followers, 25.4K engagements


"$MSTRs Treasury Operations strategy works by arbitraging two competing monetary systems. @saylor takes value from the broken fiat system and converts it into perfect money #bitcoin Its so obvious to BTC maxis - but how long can he get away with this"  
[X Link](https://x.com/RHodls/status/1868611446650859860)  2024-12-16T10:57Z [----] followers, [----] engagements


"In reality - it cant last forever. Eventually $MSTR must hit a terminal value in their BTC holdings when they are unable to issue more fiat-denominated debt or equity to capture more BTC. This is the end game"  
[X Link](https://x.com/RHodls/status/1868611448882246139)  2024-12-16T10:57Z [----] followers, [----] engagements


"Bitcoin is a proof of work protocol. There should be two ways to get more bitcoin - you either [--]. expend energy to mine it or [--]. you earn BTC by providing value. While fiat exists there is temporarily a third - leverage tradfi inefficiencies to stack more corn. 🌽"  
[X Link](https://x.com/RHodls/status/1868611451289760249)  2024-12-16T10:57Z [----] followers, [----] engagements


"$MSTRs playbook is a process of businesses arbitraging these inefficiencies away. Plain and simple. What this means is that as long as value remains in fiat $MSTRs treasury operations will be viable and their BTC holdings will grow"  
[X Link](https://x.com/RHodls/status/1868611453869343000)  2024-12-16T10:57Z [----] followers, [----] engagements


"CB money printers keep going brrrrrr until an inevitable tipping point when the first CB realizes that propping the fiat system is a losing battle and switches to buying BTC. This moment will mark the end of fiat and the emergence of BTC"  
[X Link](https://x.com/RHodls/status/1868611457371512941)  2024-12-16T10:57Z [----] followers, [----] engagements


"Congratulations if you held BTC until this point youve reached the HODL point Now HODLers will no longer trade BTC for fiat only goods and services. BTC becomes both a medium of exchange and unit of account not just a store of value"  
[X Link](https://x.com/RHodls/status/1868611459275776386)  2024-12-16T10:57Z [----] followers, [----] engagements


"@MrTradeoffs @saylor Is BTC really out performing him Zoom out just a little and youll see clear $MSTR outperformance"  
[X Link](https://x.com/RHodls/status/1868617181212414253)  2024-12-16T11:20Z [----] followers, [---] engagements


"Since Oct [--] $MSTR is up from $250 to $431 premarket this morning. Thats 72.5%. BTC is up 45% over the same period to $105k. I know it feels like the ATMs are holding $MSTR back recently but I really think its just $MSTR got a bit too excited running to +$500 and needed to take a breather. Onwards"  
[X Link](https://x.com/RHodls/status/1868619016064942438)  2024-12-16T11:27Z [----] followers, [---] engagements


"MSTR would be priced in sats at that point. This was the point Im trying to make. At this point issuing convertible debt in fiat or equity would no longer work. $MSTR would then evolve into a Bitcoin Bank and focus on earning a yield on their BTC by lending / investing. The treasury operations business model would end"  
[X Link](https://x.com/RHodls/status/1868651626392662311)  2024-12-16T13:37Z [----] followers, [--] engagements


"Q4 WEEK [--] UPDATE - In relentless fashion @saylor announced the purchase of [-----] additional BTC this morning - That's [--] weeks straight Here are your updated $MSTR key performance indicators (KPIs) for the week. Lets go 📊"  
[X Link](https://x.com/RHodls/status/1868665719971590263)  2024-12-16T14:33Z [----] followers, 57K engagements

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