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

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

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

- [--] Week [-------] +130%
- [--] Month [---------] -76%
- [--] Months [---------] +297%
- [--] Year [----------] +105%

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

- [--] Week [--] +1.10%
- [--] Month [---] +375%
- [--] Months [---] +172%
- [--] Year [-----] +22%

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

- [--] Week [------] +1.20%
- [--] Month [------] +3.30%
- [--] Months [------] +33%
- [--] Year [------] +60%

### CreatorRank: [-------] [#](/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

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #6546 [stocks](/list/stocks)  33.33% [finance](/list/finance)  32.38% [countries](/list/countries)  0.95% [financial services](/list/financial-services)  0.95% [automotive brands](/list/automotive-brands)  0.95%

**Social topic influence**
[bitcoin](/topic/bitcoin) #2676, [$mstr](/topic/$mstr) #108, [$strc](/topic/$strc) #46, [ai](/topic/ai) 5.71%, [$strf](/topic/$strf) #3, [$strk](/topic/$strk) #14, [mstr](/topic/mstr) 5.71%, [crypto](/topic/crypto) 5.71%, [$strd](/topic/$strd) #4, [$stre](/topic/$stre) #3

**Top accounts mentioned or mentioned by**
[@strategy](/creator/undefined) [@dotkrueger](/creator/undefined) [@saylor](/creator/undefined) [@chrismmillas](/creator/undefined) [@mstrtruenorth](/creator/undefined) [@danainhawaii](/creator/undefined) [@punterjeff](/creator/undefined) [@hillerydan](/creator/undefined) [@phongle](/creator/undefined) [@britishhodl](/creator/undefined) [@operationdanish](/creator/undefined) [@werkman](/creator/undefined) [@jamieminer9](/creator/undefined) [@smunro44](/creator/undefined) [@altols](/creator/undefined) [@vettevector](/creator/undefined) [@joecarlasare](/creator/undefined) [@michaelkantro](/creator/undefined) [@chcbearsfan](/creator/undefined) [@grok](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [Stride (STRD)](/topic/$strd) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Bitcoin Cash (BCH)](/topic/bitcoin-cash) [Grayscale BTC ETF (GBTC)](/topic/$gbtc) [The 99% Community (99)](/topic/$99) [iShares BTC Trust (IBIT)](/topic/$ibit)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@BritishHodl By my calculations $MSTR would be at $6800 at MNAV of [---] and $12K at [----] MNAV which is Strategy guidance. You do need a Bitcoin CAGR of 25% which is fair. BPS would 3X which is reasonable"  
[X Link](https://x.com/Z06Z07/status/2021687523265622139)  2026-02-11T20:47Z 24.4K followers, [----] engagements


"@TheWealthDr @operationdanish I have spoken with him on a space. He just doesn't get Saylor and Strategy"  
[X Link](https://x.com/Z06Z07/status/2021997463142560136)  2026-02-12T17:18Z 24.4K followers, [---] engagements


"What's the probability that AI will affect your career Don't care Negative Don't know Postive Don't care Negative Don't know Postive"  
[X Link](https://x.com/Z06Z07/status/2022028562828857496)  2026-02-12T19:22Z 24.4K followers, [----] engagements


"We would like to provide a response this @MSCI_Inc post. Please provide an email link. Thanks @PunterJeff @werkman @hillery_dan @saylor"  
[X Link](https://x.com/Z06Z07/status/1993121381564006440)  2025-11-25T00:55Z 24.2K followers, [----] engagements


"MSCI here is my response to the potential exclusion of Digital Asset Companies from your indexes. Please provide an email address so I can submit it formally. @MSCI_Inc"  
[X Link](https://x.com/Z06Z07/status/1993132527788478619)  2025-11-25T01:39Z 24.3K followers, 19.3K engagements


"When a retiree says Im house rich cash poor thats balance sheet vs. income statement. Watch the 2minute video for the explanation. @Saylor do you like my elevator explanation $MSTR vs. $STRC The age of a balance sheet powered by Bitcoin is the future. @MicroStrategy is exchanging today for the future and distributing to people with different time horizons. @Z06Z07 gets it. @MSTRTrueNorth https://t.co/hjW6fGqaB4 The age of a balance sheet powered by Bitcoin is the future. @MicroStrategy is exchanging today for the future and distributing to people with different time horizons. @Z06Z07 gets it."  
[X Link](https://x.com/Z06Z07/status/2012175546872979467)  2026-01-16T14:50Z 24.2K followers, [----] engagements


"We all saw the Dec [--] [----] @Strategy rocket slide. Almost nobody understood what it actually meant. That wasnt marketing. It was a balance sheet blueprint. Bitcoin. Cash. Digital credit. Three fuel tanks. One system. The structure isnt in doubt. Only the ratios are. Appreciate the blueprint @saylor $MSTR $STRC $STRK $STRF $STRD $STRE Full long-form analysis here https://t.co/fLsc1c4yLX https://t.co/fLsc1c4yLX"  
[X Link](https://x.com/Z06Z07/status/2013674681212248221)  2026-01-20T18:07Z 24.2K followers, 23.6K engagements


"It May Not Be What You Think [--] of [--] Why the real problem isnt monetary policy its political reality. Every budget is balanced. There is no such thing as an unbalanced federal budget. Youre http://x.com/i/article/2014013955862335488 http://x.com/i/article/2014013955862335488"  
[X Link](https://x.com/Z06Z07/status/2014043291457822894)  2026-01-21T18:31Z 24.3K followers, 20.7K engagements


"I was doing a surgical analysis of the mechanics of [--] aces. He conceded all my points. He has a literal gold mine doesnt trust the local Guyana currency cant use Bitcoin because he lives in a country that made it illegal for commerce (the exact reason why Bitcoin was invented non-sovereign) and is unicorn. It is highly unlikely that anyone else has a gold mine lives in Africa and joins a US based X space therefore his story is interesting but not applicable to anyone. Jamie I am not arguing with people Im able to ask questions to show the flaws in their arguments and dogma. I do not need to"  
[X Link](https://x.com/Z06Z07/status/2016540145521217806)  2026-01-28T15:53Z 24.1K followers, [--] engagements


"What people dont get about $MSTR isnt hype. Its accounting and IRS. Under the [----] FASB fair value rules $MSTR and all US Bitcoin Treasury companies marks its Bitcoin to market every quarter. If Bitcoin is up quarter-over-quarter @Strategy can report positive GAAP EPS. If Bitcoin is down it reports negative GAAP EPS. That EPS is real under GAAP. But its unrealized. Because its unrealized it: does not generate cash does not flow to buybacks does not get paid out as dividends It sits in retained earnings. At the same time under IRS rules that unrealized gain is not taxable. Thats the CAMT"  
[X Link](https://x.com/Z06Z07/status/2017373884178436486)  2026-01-30T23:06Z 24.1K followers, 15.8K engagements


"Latest Chart on $MSTR @Strategy Shares per $1M Bitcoin Shares per $1M Market Cap Bitcoin Per share"  
[X Link](https://x.com/Z06Z07/status/2019255239745134643)  2026-02-05T03:42Z 24.1K followers, [----] engagements


"@dotkrueger Each Bitcoin Treasury company has two MNAV metrics. MNAV Based on Enterprise Vale (includes all debt and operating company). MNAV based on market cap shares X $. @btcjvs @jamieMiner9 @dotkrueger"  
[X Link](https://x.com/Z06Z07/status/2019524960889561563)  2026-02-05T21:34Z 24.2K followers, [----] engagements


"Quick review of $MSTR @Strategy $STRC @MSTRTrueNorth Set a reminder for my upcoming Space https://x.com/i/spaces/1ZkKzZRAWRwKv https://x.com/i/spaces/1ZkKzZRAWRwKv"  
[X Link](https://x.com/Z06Z07/status/2019568914158764096)  2026-02-06T00:28Z 24.4K followers, 17K engagements


"I know why @Strategy picked [--] years for slides [--] [--] [--]. I'll explain it at the 7:15 PM market on my space. @Saylor has referenced this math before in relationship to gold on the @jordanbpeterson interview. Quick review of $MSTR @Strategy $STRC @MSTRTrueNorth Set a reminder for my upcoming Space https://t.co/iMf5c4a2E6 Quick review of $MSTR @Strategy $STRC @MSTRTrueNorth Set a reminder for my upcoming Space https://t.co/iMf5c4a2E6"  
[X Link](https://x.com/Z06Z07/status/2019599830742626584)  2026-02-06T02:31Z 24.2K followers, 13.7K engagements


"On 3/27/2024 Strategy hit $2000 a share and then at Strategy World '24 had dropped to $1010 50% retracement by 5/1/2024 (this was pre 10:1 split). I was there with @ryQuant @VetteVector and met @saylor and @phongle for the first time. We were bummed that they did not implement FASB (early) and CAMT was a concern. FASB was implemented and CAMT is not a problem. I could not predict what unfolded from Aug [----] to November '24. I'm still bullish and I'll be at Strategy World '26 in a couple of weeks. All the people bummed about MSTR stock now we were in the same boat on May [--] at $1010 and it"  
[X Link](https://x.com/Z06Z07/status/2019600560320835999)  2026-02-06T02:34Z 24.2K followers, [----] engagements


"In crypto winter of [----] I was super bummed but I knew I was right. Patience. I commissioned the gif in [----]. When you look at price movement on log scale it changes how you look at Bitcoin price action. The [----] linear scale spike is still visible and the [----] and [----] spikes are only visible on log scale. @dotkrueger @StarfuryFlames THANKS for making my vision of comparing Linear + Log Scale of #Bitcoin simultaneously a reality. 😃👍🙏 Let's make this linear peak into a nub like the other ones @ChartsBtc @danheld $GBTC https://t.co/6ErMZWR6Wk @StarfuryFlames THANKS for making my vision of"  
[X Link](https://x.com/Z06Z07/status/2019603397025099835)  2026-02-06T02:45Z 24.2K followers, [----] engagements


"Heres a great analysis on 10/10/2025 l adding to lower price on Bitcoin. What is happening in crypto Since October 10th crypto markets are now down -50% erasing $2.2 TRILLION worth of market cap. Bitcoin has officially erased ALL of its post-election rally now down -10% since Trump's election. Why is it crashing Let us explain. (a thread) https://t.co/h8ekQdhWSG What is happening in crypto Since October 10th crypto markets are now down -50% erasing $2.2 TRILLION worth of market cap. Bitcoin has officially erased ALL of its post-election rally now down -10% since Trump's election. Why is it"  
[X Link](https://x.com/Z06Z07/status/2019618146114834483)  2026-02-06T03:44Z 24.2K followers, [----] engagements


"Bitcoin accumulation per quarter Bitcoin per Share and BTC Yield for going forward. @BTCBULLRIDER"  
[X Link](https://x.com/Z06Z07/status/2019632558359867525)  2026-02-06T04:41Z 24.2K followers, [----] engagements


"The [--] year reference is rounded down from [---] Years and 10% BTC Yield = [--] . This is based on the Rule of [--]. I know why @Strategy picked [--] years for slides [--] [--] [--]. I'll explain it at the 7:15 PM market on my space. @Saylor has referenced this math before in relationship to gold on the @jordanbpeterson interview. https://t.co/y4J3WGcexp I know why @Strategy picked [--] years for slides [--] [--] [--]. I'll explain it at the 7:15 PM market on my space. @Saylor has referenced this math before in relationship to gold on the @jordanbpeterson interview. https://t.co/y4J3WGcexp"  
[X Link](https://x.com/Z06Z07/status/2019654212997771410)  2026-02-06T06:07Z 24.2K followers, [----] engagements


"Moderately bullish. IF Bitcoin is above $75K next week then price leads narrative"  
[X Link](https://x.com/Z06Z07/status/2019813713050759626)  2026-02-06T16:41Z 24.2K followers, [----] engagements


"@phongle @CNBC @Strategy Great interview and Q4 earnings call"  
[X Link](https://x.com/Z06Z07/status/2019966055314288912)  2026-02-07T02:46Z 24.2K followers, [---] engagements


"@ross30211931 @Danainhawaii @grok @SwanDesk @River @hillery_dan Ross if you are looking at daily prices in isolation you are missing the point. On the daily chart the 50DMA is $98.77. 4H chart the 50MA is $99.24 and $98.44 on 200MA. STRC has a target price range of $99-$101 with a VWAP determining dividend reset"  
[X Link](https://x.com/Z06Z07/status/2020363805143052511)  2026-02-08T05:07Z 24.2K followers, [--] engagements


"Over / Under on @Strategy @saylor Bitcoin buy announcement tomorrow. $MSTR $STRC Under $1B Over $1B Under $1B Over $1B"  
[X Link](https://x.com/Z06Z07/status/2020678269906165889)  2026-02-09T01:56Z 24.4K followers, [----] engagements


"@KobeissiLetter This is the new Yen carry trade. Borrow from Tether holders at 0% and get 4% from the US"  
[X Link](https://x.com/Z06Z07/status/2020889692217188490)  2026-02-09T15:57Z 24.4K followers, [----] engagements


"@ISPInc2 @dotkrueger Then dont invest on those exchanges. Prices are set on multiple exchanges"  
[X Link](https://x.com/Z06Z07/status/2021017090317222161)  2026-02-10T00:23Z 24.4K followers, [--] engagements


"Does Bitcoin retake ATH in [----] @dotkrueger @JoeCarlasare @MichaelKantro Yes No Yes No"  
[X Link](https://x.com/Z06Z07/status/2021041159251062985)  2026-02-10T01:58Z 24.4K followers, [----] engagements


"A really nice summer is winter in San Francisco. Embarcadero looking at the Ferry Building"  
[X Link](https://x.com/Z06Z07/status/2021063997928435887)  2026-02-10T03:29Z 24.4K followers, [----] engagements


"@D12Alpha @BTCGUS21 @Strategy Boyle created an index fund which is diversified by definition. Strategy is concentrated on [--] asset Bitcoin. The volatility is massively different and works in both directions"  
[X Link](https://x.com/Z06Z07/status/2021257718825353471)  2026-02-10T16:19Z 24.4K followers, [--] engagements


"RT @Z06Z07: Does Bitcoin retake ATH in [----] @dotkrueger @JoeCarlasare @MichaelKantro Yes No Yes No"  
[X Link](https://x.com/Z06Z07/status/2021422640121147690)  2026-02-11T03:14Z 24.4K followers, [--] engagements


"RT @Z06Z07: Does $MSTR retake ATH in [----] @Strategy Yes No Yes No"  
[X Link](https://x.com/Z06Z07/status/2021422671926526161)  2026-02-11T03:14Z 24.4K followers, [--] engagements


"RT @Z06Z07: @ChrisMMillas I reverse engineered your terminal value of Bitcoin at $9.4M 😀and getting to that price either assumes more than"  
[X Link](https://x.com/Z06Z07/status/2021615344746647646)  2026-02-11T16:00Z 24.4K followers, [--] engagements


"RT @Z06Z07: When does Bitcoin most likely hit $1M @dotkrueger @bensig @BritishHodl [--] years = 40% CAGR [--] Years = 30% CAGR [--] Years = 10% CAGR [--] Years = 20% CAGR [--] years = 40% CAGR [--] Years = 30% CAGR [--] Years = 10% CAGR [--] Years = 20% CAGR"  
[X Link](https://x.com/Z06Z07/status/2021833590296985690)  2026-02-12T06:27Z 24.4K followers, [--] engagements


"Here's the CAGR Table for reference"  
[X Link](https://x.com/Z06Z07/status/2021833568788578571)  2026-02-12T06:27Z 24.4K followers, [----] engagements


"AI takes the white-collar jobs. Residential rental housing becomes the last non-disruptable asset. You cant live in the cloud. Awkward part: unemployed tenants dont pay rent"  
[X Link](https://x.com/Z06Z07/status/2021984955497427125)  2026-02-12T16:29Z 24.4K followers, [----] engagements


"@Danainhawaii Then you have done the analysis The only catch is the price of the robot"  
[X Link](https://x.com/Z06Z07/status/2022032562840039698)  2026-02-12T19:38Z 24.4K followers, [--] engagements


"Yes I am bullish on the @Strategy prefs $STRC $STRE $STRF $STRK . I never thought I would be a bond trader and/or investor but you have to invest in the market you have and not the one you want. @TylerCompiler @saylor MSTR True North's Grain of Salt just flipped bullish on prefs. Here's the math that changed his mind 🧵 Full interview: https://t.co/WsIUpdfW7Y Mike Flaum (@Z06Z07) runs LogScale Investments & contributes analysis to True North. He went from "perpetual liability trap" to "this https://t.co/VaEvop4kKw MSTR True North's Grain of Salt just flipped bullish on prefs. Here's the math"  
[X Link](https://x.com/Z06Z07/status/1991368150651380000)  2025-11-20T04:48Z 24.4K followers, 15K engagements


"Most people cant reason about perpetual capital @Strategy $STRC $STRK $STRF $STRD $STRE. If a financing structure includes [--] (no refinancing ever) or / infinity (no maturity) their entire mental model breaks. They dont model perpetuity they cant even comprehend it. Strategy did something clever: They built a [----] month PREF cash buffer. Not because perpetual capital needs itbut because giving the market a TERM value helps analysts who cant process [--] or feel grounded. The CASH buffer doesnt fix the math (which doesnt need fixing) it just helps legacy frameworks and people catch up."  
[X Link](https://x.com/Z06Z07/status/1996283911291449388)  2025-12-03T18:22Z 24.4K followers, 10.8K engagements


"Agreed. It sounds counterintuitive that you can have ATHs during a crypto winter but the ATHs were weak and drops strong. Its possible that [----] can be a repeat of 2024; solid base new Fed chair no (FTX Celsius BlockFi Terra Luna) election budget more debt (debasement trade) Clarity and election. Im still Bullish. https://twitter.com/i/web/status/2018711205632938029 https://twitter.com/i/web/status/2018711205632938029"  
[X Link](https://x.com/Z06Z07/status/2018711205632938029)  2026-02-03T15:40Z 24.4K followers, [----] engagements


"https://x.com/i/spaces/1ZkKzZRAWRwKv https://x.com/i/spaces/1ZkKzZRAWRwKv"  
[X Link](https://x.com/Z06Z07/status/2019606948983996817)  2026-02-06T02:59Z 24.4K followers, 16.5K engagements


"Im on $MSTR https://t.co/Yupuvj3H1I https://t.co/Yupuvj3H1I"  
[X Link](https://x.com/Z06Z07/status/2019811286935343148)  2026-02-06T16:31Z 24.4K followers, [----] engagements


"PTJ is correct about fiscal and monetary policy but leaves out $38T+ of US Debt. With the rate cutting hes expecting and I agree with we have not seen a setup like this before. Asset prices could rocket higher. Bitcoin Mag7 AI Gold. @ptj_official @andrewrsorkin Billionaire Paul Tudor Jones said If anything markets now are so much more potentially explosive than [----]. Id want to have positions in Bitcoin and crypto. https://t.co/FtF7TNPOnZ Billionaire Paul Tudor Jones said If anything markets now are so much more potentially explosive than [----]. Id want to have positions in Bitcoin and crypto."  
[X Link](https://x.com/Z06Z07/status/2020301946671026583)  2026-02-08T01:01Z 24.4K followers, 22.7K engagements


"RT @BTCGUS21: Why is @Strategy's strategy still dismissed and ridiculed by Wall Street Heres a historical parallel that explains why Wal"  
[X Link](https://x.com/Z06Z07/status/2021241653445448142)  2026-02-10T15:15Z 24.4K followers, [--] engagements


"Is the U.S. economy currently in a Goldilocks phase (steady growth low inflation strong jobs neutral rates) @dotkrueger @JoeCarlasare @MichaelKantro Yes - True Goldilocks Close - But soon No - Recession soon No - Inflationary Yes - True Goldilocks Close - But soon No - Recession soon No - Inflationary"  
[X Link](https://x.com/Z06Z07/status/2021259865432137781)  2026-02-10T16:27Z 24.4K followers, [----] engagements


"RT @Z06Z07: Is the U.S. economy currently in a Goldilocks phase (steady growth low inflation strong jobs neutral rates) @dotkrueger @ Yes - True Goldilocks Close - But soon No - Recession soon No - Inflationary Yes - True Goldilocks Close - But soon No - Recession soon No - Inflationary"  
[X Link](https://x.com/Z06Z07/status/2021264049594339745)  2026-02-10T16:44Z 24.4K followers, [--] engagements


"@DavidJPete @dotkrueger @JoeCarlasare @MichaelKantro Then vote no. However if jobs are declining then the Fed has incentive to cut rates. These questions force a person into being net positive or negative"  
[X Link](https://x.com/Z06Z07/status/2021277139895754884)  2026-02-10T17:36Z 24.4K followers, [--] engagements


"@hswinters13 Plug the table into AI and have it change it for Metaplanet"  
[X Link](https://x.com/Z06Z07/status/2021599963117928778)  2026-02-11T14:59Z 24.4K followers, [---] engagements


"@smunro44 It is not. It is new a calculation. mNAV = (Share price Shares) (BTC held BTC price) Economic Value of BTC Value pe Share - BTC value per share today BTC value per share in [----] = (BTC per share BTC price) relative to the [----] baseline"  
[X Link](https://x.com/Z06Z07/status/2021617657322316000)  2026-02-11T16:09Z 24.4K followers, [--] engagements


"@ChrisMMillas @altols Chris Please post your table. Having to reverse engineer you terminal values is difficult"  
[X Link](https://x.com/Z06Z07/status/2021620308097323027)  2026-02-11T16:20Z 24.4K followers, [---] engagements


"@altols @ChrisMMillas See row [--]. BTC held doubles in [--] years just like Strategy guided Bitcoin is at $231K and MSTR is at $2K. My numbers are conservative"  
[X Link](https://x.com/Z06Z07/status/2021621426881744961)  2026-02-11T16:24Z 24.4K followers, [---] engagements


"@ChrisMMillas @altols That why I used the term Linear CAGR. 10% CAGR for the term is stays the same. So 30% over [--] years then [--] % over [--] years then 10% over [--] years would be an example of diminishing returns. For Bitcoin CAGR is diminishing over time. https://x.com/Z06Z07/status/2019547527763358166s=20 @jamieMiner9 @dotkrueger @nickgiva1 @GrantCardone @GaryCardone @BitByBitBullish @jprice614 This is a [--] year CAGR table for Bitcoin. Currently the [--] year CAGR for Bitcoin is 24.72% over the past [--] calendar years. Jamie you showed a spot price chart. https://t.co/QyLnV9CveQ"  
[X Link](https://x.com/Z06Z07/status/2021623706599252311)  2026-02-11T16:33Z 24.4K followers, [---] engagements


"@dotkrueger Bitcoin CAGR to hit $1M in years"  
[X Link](https://x.com/Z06Z07/status/2021643706743627913)  2026-02-11T17:53Z 24.4K followers, [----] engagements


"@dotkrueger Complete Analysis on $MSTR Bitcoin"  
[X Link](https://x.com/Z06Z07/status/2021644307514720464)  2026-02-11T17:55Z 24.4K followers, [---] engagements


"@ChrisMMillas @altols 2M bitcoin and low growth rates are possible"  
[X Link](https://x.com/Z06Z07/status/2021649498943181080)  2026-02-11T18:16Z 24.4K followers, [---] engagements


"@dmweisberger WTF"  
[X Link](https://x.com/Z06Z07/status/2021694189927350743)  2026-02-11T21:13Z 24.4K followers, [---] engagements


"@BabyHedgehog9 5% Price CAGR on Bitcoin and really low and BPS share 2X over [--] years leads to $MSTR price of $876 in [--] yeas. Because the price CAGR is so low Strategy would be able to acquire more Bitcoin"  
[X Link](https://x.com/Z06Z07/status/2021697291531305294)  2026-02-11T21:26Z 24.4K followers, [---] engagements


"Bitcoin Yield is 12% in the models above. Bitcoin Held CAGR - Shares Outstanding CAGR= Bitcoin Yield. Bitcoin Yield is the net increase in Bitcoin per Share accounting for the increase in shares. 12% is the sweet spot and mathematically its really close to the 10% Strategy states. https://twitter.com/i/web/status/2021716235239796859 https://twitter.com/i/web/status/2021716235239796859"  
[X Link](https://x.com/Z06Z07/status/2021716235239796859)  2026-02-11T22:41Z 24.4K followers, [---] engagements


"Assume that Strategy has 1M Bitcoin if it drops to $8k. The new entrant would then need $8B to buy 1M coins. Do you think that they could just market or OTC buy the 1M coins without slippage Why would they all of a sudden have conviction in Bitcoin if it suffered a 90% drawdown https://twitter.com/i/web/status/2021736294314062306 https://twitter.com/i/web/status/2021736294314062306"  
[X Link](https://x.com/Z06Z07/status/2021736294314062306)  2026-02-12T00:01Z 24.4K followers, [----] engagements


"@RichLassiterMD Strategy said they target 2X or a 100% increase in PS. Your calculation maxes out at 30%. You also do the calculation as one lump sum I do it as CAGR. 👍"  
[X Link](https://x.com/Z06Z07/status/2021738962092745200)  2026-02-12T00:11Z 24.4K followers, [---] engagements


"@RichLassiterMD @Decentral97 And they now have $2.25B in cash to make the rating agencies feel more confident to give the prefs a rating"  
[X Link](https://x.com/Z06Z07/status/2021803196352725313)  2026-02-12T04:26Z 24.4K followers, [--] engagements


"@Groundwork_HQ @mikewmunz Bitcoin"  
[X Link](https://x.com/Z06Z07/status/2022099667585314828)  2026-02-13T00:05Z 24.4K followers, [---] engagements


"I recommend that you study the historical part of the chart and take that into context. Strategy acquired 500k Bitcoin in [--] years '24-'25 which was double the previous [--] years while almost doubling the BPS in that two years. Doing a 74% in BPS from end of '23-'24 and now being concerned about 2% dip to acquire $2.25B in cash to get a credit credit rating seems to be short sighted. https://twitter.com/i/web/status/2022118481056215486 https://twitter.com/i/web/status/2022118481056215486"  
[X Link](https://x.com/Z06Z07/status/2022118481056215486)  2026-02-13T01:19Z 24.4K followers, [--] engagements


"Does $MSTR retake ATH in [----] @Strategy Yes No Yes No"  
[X Link](https://x.com/Z06Z07/status/2021041401858056388)  2026-02-10T01:59Z 24.4K followers, [----] engagements


"So far a true bell curve"  
[X Link](https://x.com/Z06Z07/status/2021264292280942597)  2026-02-10T16:45Z 24.4K followers, [----] engagements


"RT @Z06Z07: @BritishHodl By my calculations $MSTR would be at $6800 at MNAV of [---] and $12K at [----] MNAV which is Strategy guidance. You d"  
[X Link](https://x.com/Z06Z07/status/2021718543163957395)  2026-02-11T22:50Z 24.4K followers, [--] engagements


"RT @Z06Z07: @Decentral97 Great Question A human brain would say it would be more difficult to acquire more Bitcoins because Law of Big"  
[X Link](https://x.com/Z06Z07/status/2021740634152059122)  2026-02-12T00:18Z 24.4K followers, [--] engagements


"@T8R_Techno 7.5% of 21M is 1.575M Bitcoin and achieved in year [----] or [----]. This is with the most conservative numbers BTC Held CAGR of 20% Shares Outstanding CAGR of 10% and a Bitcoin price CAGR of 10%. Price of Bitcoin is $174K in [----]. I don't see the flaw in my math"  
[X Link](https://x.com/Z06Z07/status/2021671890985812166)  2026-02-11T19:45Z 24.4K followers, [--] engagements


"RT @MSTRTrueNorth: Weathering The Storm True North Podcast Ep. [--] https://x.com/i/broadcasts/1djGXWVPNgNKZ https://x.com/i/broadcasts/1djGXWVPNgNKZ"  
[X Link](https://x.com/Z06Z07/status/2021792362260050391)  2026-02-12T03:43Z 24.4K followers, [--] engagements


"@operationdanish @LizzieLizbc Strategy weathered the 2022-'23 Crypto Winter Equity is not debt and they have 10% debt and $2.25B in cash for [--] months of dividend payments. Banks use fractional reserver banking. How is that a applicable comparison"  
[X Link](https://x.com/Z06Z07/status/2021976973560754307)  2026-02-12T15:57Z 24.4K followers, [---] engagements


"IMHO This time stamp for @saylor is one of the best parts for $MSTR and $STRC for @Strategy earnings call"  
[X Link](https://x.com/Z06Z07/status/2019549402445279415)  2026-02-05T23:11Z 24.4K followers, 11.2K engagements


"Real world is better than any simulation. I own a; made up non sovereign currency that is scarce and the total supply is known. Companies are using it as collateral to issue; equity credit and pay a yield (monthly and quarterly) in a regulated SEC wrapper. People that don't get it are in the simulation. Bitcoin @Strategy $MSTR $STRF $STRC $STRK $STRD $STRE https://twitter.com/i/web/status/2021768511924953195 https://twitter.com/i/web/status/2021768511924953195"  
[X Link](https://x.com/Z06Z07/status/2021768511924953195)  2026-02-12T02:09Z 24.4K followers, [----] engagements


"I'm Live https://x.com/i/broadcasts/1djGXWVPNgNKZ https://x.com/i/broadcasts/1djGXWVPNgNKZ"  
[X Link](https://x.com/Z06Z07/status/2021782263042912308)  2026-02-12T03:03Z 24.4K followers, [----] engagements


"What's the probability that AI will affect your kids' career Don't Care Negative Don't know Postive Don't Care Negative Don't know Postive"  
[X Link](https://x.com/Z06Z07/status/2022028797760127423)  2026-02-12T19:23Z 24.4K followers, [----] engagements


"Did you think at the end of [----] that Strategy would acquire [------] Bitcoins in two years I didnt. I built a conservative BTC-per-share model to see what the $MSTR stock price could look like in [----]. MSTR stock price Result: Low: $2500 Medium: $5700 High: $11000 $4000 might be the low anchor. The full model assumptions and tables are in the article below. @saylor @Strategy @phongle @CJ_Bitcoin @PunterJeff @hillery_dan https://t.co/hnrFYfaK1r https://t.co/hnrFYfaK1r"  
[X Link](https://x.com/Z06Z07/status/2021488105937862920)  2026-02-11T07:34Z 24.4K followers, 88.6K engagements


"Saylor is tired of answering the same questions. They have a real time dashboard lowest debt at 10% (and they will get it to zero over the next [---] years ) and is a publicly traded company. Please name a smart and thoughtful person that has almost 5M followers that also bought 500000+ Bitcoin over the past two years. https://twitter.com/i/web/status/2021976069101039919 https://twitter.com/i/web/status/2021976069101039919"  
[X Link](https://x.com/Z06Z07/status/2021976069101039919)  2026-02-12T15:53Z 24.4K followers, [----] engagements


"@Utopian_eth @phongle @Strategy Owning $MSTR increases Bitcoin Per Share. Thats the value of owning MSTR over spot Bitcoin. https://x.com/Z06Z07/status/2007114163420815502s=20 Shares per Bitcoin is easier to understand than Bitcoin per share(effectively the same metric). @saylor please add this metric to your dashboard it clearly shows your capital efficiency of $MSTR. https://t.co/REYvhBNpLd https://x.com/Z06Z07/status/2007114163420815502s=20 Shares per Bitcoin is easier to understand than Bitcoin per share(effectively the same metric). @saylor please add this metric to your dashboard it"  
[X Link](https://x.com/Z06Z07/status/2022027048160833640)  2026-02-12T19:16Z 24.4K followers, [---] engagements


"Shares per Bitcoin is easier to understand than Bitcoin per share(effectively the same metric). @saylor please add this metric to your dashboard it clearly shows your capital efficiency of $MSTR"  
[X Link](https://x.com/Z06Z07/status/2007114163420815502)  2026-01-02T15:38Z 24.4K followers, 4.8M engagements


"That might actually be the low scenario. Over the last five years Strategys stock didnt just track Bitcoin. It amplified the economic value of Bitcoin per share. So instead of arguing about http://x.com/i/article/2021472202743287808 http://x.com/i/article/2021472202743287808"  
[X Link](https://x.com/Z06Z07/status/2021487429690195987)  2026-02-11T07:32Z 24.4K followers, 121.5K engagements


"Load my table into and AI and lets discuss your results. Did you think at the end of [----] that Strategy would acquire [------] Bitcoins in two years I didnt. I built a conservative BTC-per-share model to see what the $MSTR stock price could look like in [----]. MSTR stock price Result: Low: $2500 Medium: $5700 High: $11000 Did you think at the end of [----] that Strategy would acquire [------] Bitcoins in two years I didnt. I built a conservative BTC-per-share model to see what the $MSTR stock price could look like in [----]. MSTR stock price Result: Low: $2500 Medium: $5700 High: $11000"  
[X Link](https://x.com/Z06Z07/status/2021488457084998107)  2026-02-11T07:36Z 24.4K followers, [----] engagements


"I reverse engineered your terminal value of Bitcoin at $9.4M 😀and getting to that price either assumes more than [--] years at 10% linear CAGR or a higher linear CAGR. Your BTC Yield at 50% 100% 150% are incredibly high compared to Strategy's guidance of 10% BPS leading to doubling the Bitcoin held to 2X in [--] years. I also expanded my model to [--] years at 10% BPS Yield (30% Bitcoin CAGR - 20% Share CAGR) Bitcoin growing at 10% year($308K at [--] year) and [--] year multiple growth at 1/3 historical at 4X leading to MSTR price of $6348. I would be happy to do a space with you."  
[X Link](https://x.com/Z06Z07/status/2021615286395502743)  2026-02-11T16:00Z 24.4K followers, [----] engagements


"Here is the [--] year projection to match the @Strategy slide"  
[X Link](https://x.com/Z06Z07/status/2021637768921985317)  2026-02-11T17:29Z 24.4K followers, [----] engagements


"Great Question A human brain would say it would be more difficult to acquire more Bitcoins because Law of Big Numbers typically diminishing returns sets in AND Bitcoin price is much higher. However Strategy acquired 500K Bitcoin in two years'24-'25 (200K Bitcoin in Q4 [----] alone) which was more than the previous [--] years combined. Past history shows that suprises can happen. https://twitter.com/i/web/status/2021740595178615256 https://twitter.com/i/web/status/2021740595178615256"  
[X Link](https://x.com/Z06Z07/status/2021740595178615256)  2026-02-12T00:18Z 24.4K followers, [----] engagements


"When does Bitcoin most likely hit $1M @dotkrueger @bensig @BritishHodl [--] years = 40% CAGR [--] Years = 30% CAGR [--] Years = 10% CAGR [--] Years = 20% CAGR [--] years = 40% CAGR [--] Years = 30% CAGR [--] Years = 10% CAGR [--] Years = 20% CAGR"  
[X Link](https://x.com/Z06Z07/status/2021833368355340580)  2026-02-12T06:26Z 24.4K followers, 17.3K engagements


"Banks are not loaning Strategy money. You keep getting that wrong. Strategy sells Equity via ATM. All investments are judged on past performance future performance can not be guaranteed. Anyone could have made the same statement about Strategy after 2022-2023 Crypto Winter. Then Strategy added 500000+ Bitcoin to their balance sheet in '24-'25. I'll invest in the company with 700K+ Bitcoins and 10% leverage going to 0% leverage in [---] years. BTW All medicines and surgical procedures are based on past performance. https://twitter.com/i/web/status/2022021490229854388"  
[X Link](https://x.com/Z06Z07/status/2022021490229854388)  2026-02-12T18:54Z 24.4K followers, [----] engagements


"@HollmerDavid @operationdanish $STRC"  
[X Link](https://x.com/Z06Z07/status/2022022669517148254)  2026-02-12T18:59Z 24.4K followers, [---] engagements


"What's the probability that Bitcoin drops to $8000 and STAYS there for FOUR YEARS @dotkrueger Under 1% - Tail Risk 1-25% - unlikely Over 50% - Likely 25- 50% - coin flip Under 1% - Tail Risk 1-25% - unlikely Over 50% - Likely 25- 50% - coin flip"  
[X Link](https://x.com/Z06Z07/status/2022025027781370189)  2026-02-12T19:08Z 24.4K followers, [----] engagements


"@Coopblake89 @phongle @Strategy I don't think dilution means what you think it means"  
[X Link](https://x.com/Z06Z07/status/2022026557330690478)  2026-02-12T19:14Z 24.4K followers, [--] engagements


"@Danainhawaii If the robot is $48K so you finance it at $500 amonth for [--] months that's would be really expensive. The billionaires always leave OUT the price of the robot"  
[X Link](https://x.com/Z06Z07/status/2022030266479616171)  2026-02-12T19:29Z 24.4K followers, [--] engagements


"@top_sach Unlikely"  
[X Link](https://x.com/Z06Z07/status/2022075666976715204)  2026-02-12T22:29Z 24.4K followers, [---] engagements


"@Crypto_TownHall Institutions arrived in June of [----] about [--] months after the launch of spot Bitcoin ETFs $IBIT"  
[X Link](https://x.com/Z06Z07/status/2022340032649150912)  2026-02-13T16:00Z 24.4K followers, [---] engagements


"Come join the @MSTRTrueNorth team in Las Vegas Right before the @Strategy World. Tickets for both events are listed below. Come and meet @saylor and @phongle Our event is almost sold out Bitcoin $MSTR $STRC $STRK $STRF $STRD $STRE @PunterJeff @Werkman @MasonFoard @hillery_dan @Trollstein @nithusezni @_Adrian @TimKotzman https://www.mstrtruenorth.com/event/true-north-vegas/ There's still time to join the True North Event at @Strategy World in Las Vegas. Tickets are running out. Meet great people. Network. Have fun. Share the journey along the way toward massive Bitcoin adoption. @PunterJeff"  
[X Link](https://x.com/Z06Z07/status/2022399789116363120)  2026-02-13T19:57Z 24.4K followers, [----] engagements


"@PlumbNick Basically she should be rich enough that her identity is not tied to her job or Amazon. Thats sovereignty and agency"  
[X Link](https://x.com/Z06Z07/status/2017638157928567196)  2026-01-31T16:36Z 23.9K followers, [----] engagements


"@nithusezni Agreed. But the Fed did not cause it Congress and President. By the way Congress can operate with surplus (profit) or deficit (Loss) but due the US $ being the world reserve currency since Bretton Woods (1944) allowed Congress to operate with deficits"  
[X Link](https://x.com/Z06Z07/status/2018368698587988324)  2026-02-02T16:59Z 23.9K followers, [---] engagements


"$MSTR Options -what Im thinking of next. @ryQuant @Danny85732 @PunterJeff @werkman @VetteVector @JoshMandell6 @dgt10011 @ActuallyClimber @30flygirl1 @LizardWizardBTC @tadtweets https://x.com/i/spaces/1mnxeArdnObxX https://x.com/i/spaces/1mnxeArdnObxX"  
[X Link](https://x.com/Z06Z07/status/1856076379034660872)  2024-11-11T20:47Z 24.4K followers, [----] engagements


"@PunterJeff @TimKotzman @hillery_dan @werkman @APompliano @MSTRTrueNorth on stage at Bitcoin Investor week"  
[X Link](https://x.com/anyuser/status/1894851628920119596)  2025-02-26T20:46Z 24.4K followers, 55.9K engagements


"MSTR True North website has officially launched 🚀 X Spaces. The mission. Explore the edge of Bitcoin $MSTR and macro with us. @PunterJeff @werkman @Z06Z07 @TimKotzman @hillery_dan @_adrian @nithusezni @MasonFoard @TheJesseMK @JBerneburg @trollstein https://www.mstrtruenorth.org https://www.mstrtruenorth.org"  
[X Link](https://x.com/Z06Z07/status/1907594948553355662)  2025-04-03T00:44Z 24.4K followers, 86.2K engagements


"I made @GladiatorMSTR buy me a Coke Zero last night. All good. $MSTR 🚀@tadtweets @MSTRTrueNorth"  
[X Link](https://x.com/anyuser/status/1919880442565566779)  2025-05-06T22:22Z 24.4K followers, 30.9K engagements


"Bitcoin $MSTR $SWC $MTPLF Why Im Bullish. Set a reminder for my upcoming Space EST https://x.com/i/spaces/1yNGaboOAwEJj https://x.com/i/spaces/1yNGaboOAwEJj"  
[X Link](https://x.com/Z06Z07/status/1960390560294035811)  2025-08-26T17:15Z 24.4K followers, [----] engagements


"Its a trashy parking spot but free. At least my shirt matches"  
[X Link](https://x.com/Z06Z07/status/1968050512613535815)  2025-09-16T20:33Z 24.4K followers, 18.5K engagements


"He should use @rohanhirani as an example and contact him. He should create a dashboard like Rohans in his area of expertise and interest and use that in combination with his resume to set himself apart from his recent grads. Having an X account with 2000+ followers validates his insight. https://bitcoinquant.co https://bitcoinquant.co"  
[X Link](https://x.com/anyuser/status/1987256406605713705)  2025-11-08T20:30Z 24.4K followers, 12K engagements


"@getderb @EricBalchunas $YBIT I would compare them. Chart is obvious"  
[X Link](https://x.com/Z06Z07/status/2015820569409941882)  2026-01-26T16:14Z 24.4K followers, [---] engagements


"@dotkrueger $YBIT fund allocation(Yieldmax). I would compare this against the new Blackrock Bitcoin option income fund"  
[X Link](https://x.com/Z06Z07/status/2015927295580700948)  2026-01-26T23:18Z 24.4K followers, [----] engagements


"Its my first post here. I didnt know my friends were retarded therefore I must be retarded. Long $MSTR $MTPLF $SWC"  
[X Link](https://x.com/Z06Z07/status/1957137819627131233)  2025-08-17T17:49Z 24.4K followers, 36K engagements


"@PatriotWife72 @saylor @Strategy Strategy was passed over for SP500 and Sandisk got in"  
[X Link](https://x.com/Z06Z07/status/1995191639422464388)  2025-11-30T18:02Z 24.4K followers, [---] engagements


"Yep- Everyone ran that $110K Bitcoin pay $13K/yr thought experiment but nobody accounted for fiat melt. If BTC compounds 15%/yr and you ignore melt: you repay [----] BTC ($130K) and keep [----] BTC ($91K). But if fiat melts 10%/yr vs BTC that $13K shrinks fast you repay [---] BTC ($87K) and keep [---] BTC ($133K). The fiat yield melts. The Bitcoin compounds. Thats the trade. https://twitter.com/i/web/status/1984295597797695627 https://twitter.com/i/web/status/1984295597797695627"  
[X Link](https://x.com/Z06Z07/status/1984295597797695627)  2025-10-31T16:25Z 24.4K followers, [----] engagements


"@Guy_026 @Strategy @saylor $STRC will not be effectively lowered in price. The other prefs $STRK $STRD $STRF have having floating prices and fixed dividend % $STRK $90 IPO was a onetime event"  
[X Link](https://x.com/Z06Z07/status/2012180693913100669)  2026-01-16T15:10Z 24.4K followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing