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# ![@Z06Z07 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::735519097.png) @Z06Z07 Grain of Salt

Grain of Salt posts on X about bitcoin, $strf, $strk, $strd the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::735519097/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::735519097/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +680%

### Mentions: XX [#](/creator/twitter::735519097/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::735519097/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX -XX%
- X Year XXXXX +94%

### Followers: XXXXXX [#](/creator/twitter::735519097/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::735519097/c:line/m:followers.svg)

- X Week XXXXXX +0.15%
- X Month XXXXXX +1.90%
- X Months XXXXXX +23%
- X Year XXXXXX +286%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::735519097/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::735519097/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::735519097/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  XXXXX% [stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[bitcoin](/topic/bitcoin) 20%, [$strf](/topic/$strf) #27, [$strk](/topic/$strk) #90, [$strd](/topic/$strd) #25, [$strc](/topic/$strc) #36, [mstr](/topic/mstr) #476, [fiat](/topic/fiat) #1169, [$mstr](/topic/$mstr) #564, [strc](/topic/strc) 5.71%, [strk](/topic/strk) XXXX%

**Top accounts mentioned or mentioned by**
[@timkotzman](/creator/undefined) [@mikealfred](/creator/undefined) [@hillerydan](/creator/undefined) [@saylor](/creator/undefined) [@benwerkman](/creator/undefined) [@joshmandell6](/creator/undefined) [@roaringragnar](/creator/undefined) [@therealplanc](/creator/undefined) [@mstrtruenorth](/creator/undefined) [@dotkrueger](/creator/undefined) [@chartsbtc](/creator/undefined) [@punterjeff](/creator/undefined) [@jberneburg](/creator/undefined) [@ryquant](/creator/undefined) [@coryklippsten](/creator/undefined) [@michael36x](/creator/undefined) [@strategy](/creator/undefined) [@realtrollstein](/creator/undefined) [@actuallyclimber](/creator/undefined) [@gladiator21m](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [Strategy (MSTR)](/topic/$mstr) [IREN Limited (IREN)](/topic/$iren) [Bitfarms Ltd. (BITF)](/topic/$bitf)
### Top Social Posts [#](/creator/twitter::735519097/posts)
---
Top posts by engagements in the last XX hours

"My $IREN shares are loaned out (hypothecated) in my account. That means there is not enough shares for shorting interest rate is less than X% which is really low. Also $BITF has a very small option chain and insane implied vol. @mikealfred NFA"  
[X Link](https://x.com/Z06Z07/status/1978173200375652752) [@Z06Z07](/creator/x/Z06Z07) 2025-10-14T18:56Z 20.4K followers, 18.8K engagements


"The Bitcoin conundrum: Highest CAGR came when issuance was most inflationary. XX% of supply mined in the first X years and thats when price did 100k% Each halving slows supply but adoption keeps outrunning dilution at slower rate. @dotkrueger @TheRealPlanC @ChartsBtc"  
[X Link](https://x.com/Z06Z07/status/1978846719409315934) [@Z06Z07](/creator/x/Z06Z07) 2025-10-16T15:33Z 20.4K followers, 4611 engagements


"@mikealfred Im available and have lots of ideas"  
[X Link](https://x.com/Z06Z07/status/1978503330034024683) [@Z06Z07](/creator/x/Z06Z07) 2025-10-15T16:48Z 20.4K followers, 1316 engagements


"MSTR has already saturated the market through ATMs. What matters now is how the capital structure evolves. From here I see X plausible scenarios: 1.Equilibrium mNAV pinned near XXXX. MSTR trades as a BTC proxy STRF earns yield + optionality. mNAV drifts to XXX. Common equity trades like a liability STRF surges as senior equity. 3.Premium BTC rally pushes mNAV XXX. Common captures upside reflexively STRF steady with fixed coupons. 4.Stress BTC drawdown liquidation price rises shorts pile in. Common gaps toward NAV STRF reprices like distressed debt. Are we having fun yet"  
[X Link](https://x.com/Z06Z07/status/1972614075835093423) [@Z06Z07](/creator/x/Z06Z07) 2025-09-29T10:46Z 20.4K followers, 2081 engagements


"People say fiat is a melting ice cube. Wrong. Fiat units stay constant its the buying power fiat currency that melts. Same with $MSTR prefs ( $STRF $STRC $STRK $STRD). The common belief: higher in the capital stack = safer claim in bankruptcy. But bankruptcy isnt the risk case. If I thought MSTR was heading for bankruptcy I wouldnt own a single share"  
[X Link](https://x.com/Z06Z07/status/1972620666609258829) [@Z06Z07](/creator/x/Z06Z07) 2025-09-29T11:13Z 20.4K followers, 8105 engagements


"Bitcoin treasury companies run on two fuels: Commons = gasoline poured on the fire betting a supply shock drives BTC & mNAV higher. Prefs ( $STRF $STRC $STRK $STRD) = grease skim steady fiat coupons while the engine runs funded by selling more common. Gasoline makes it explode. Grease keeps it moving"  
[X Link](https://x.com/Z06Z07/status/1972623398216823048) [@Z06Z07](/creator/x/Z06Z07) 2025-09-29T11:24Z 20.4K followers, 6178 engagements


"This get complex with $STRF vs $MSTR @JoshMandell6 @dgt10011 @hillery_dan STRF is not just a perpetual upside siphon its also a forced taxable liability. X. STRFs Forced Tax Hit Mechanics: STRF distributions are classified as Return of Capital (RoC) under NIMBUS. While held no tax (basis adjusted downward). Upon sale gains taxed as ordinary income (not long-term capital gains). This is a forced realization event in the future with higher effective tax rates. Implication: STRF holders cant defer indefinitely; they face ordinary income treatment which can easily be 3740% in the U.S. (vs. 20%"  
[X Link](https://x.com/Z06Z07/status/1973579820240978322) [@Z06Z07](/creator/x/Z06Z07) 2025-10-02T02:44Z 20.4K followers, 14.3K engagements


"Strategy now holds 640K BTC. If 140K BTC were segregated to stand behind the preferreds $STRF / $STRC / $STRK / $STRD instead of one commingled base of Bitcoin it would clarify the claims across the capital stack. @saylor can still use the Common stock ATM to fund PREF couponsbut with separate tranches that dilution is partially limited to the PREF obligation not the entire Bitcoin treasury. Result: Clear capital-stack hierarchy $MSTR Commons 500K+ BTC becomes unencumbered Torque & volatility to $MSTR restored Transparent lawful structure under Delaware framework Segregate the tranches. Free"  
[X Link](https://x.com/Z06Z07/status/1975005869978108290) [@Z06Z07](/creator/x/Z06Z07) 2025-10-06T01:11Z 20.4K followers, 22.5K engagements


"Stablecoin companies will buy up heavily discounted Bitcoin Treasury Companies 👀 @saylor @paoloardoino @jerallaire"  
[X Link](https://x.com/Z06Z07/status/1977745383833968832) [@Z06Z07](/creator/x/Z06Z07) 2025-10-13T14:36Z 20.4K followers, 21.9K engagements


"@TimKotzman @_ChaitanyaJ @gerovich @BenWerkman @hillery_dan @pete_rizzo_ @samcallah @LeboBTC @meanwhilelife Looking forward to presenting. New content direction and vision. Bitcoin AI Power"  
[X Link](https://x.com/Z06Z07/status/1978555466012631525) [@Z06Z07](/creator/x/Z06Z07) 2025-10-15T20:15Z 20.4K followers, 1854 engagements


"Can Bitcoin Treasury Companies pivot"  
[X Link](https://x.com/Z06Z07/status/1980438037109821615) [@Z06Z07](/creator/x/Z06Z07) 2025-10-21T00:56Z 20.4K followers, 5551 engagements