# ![@jv_finance Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1701959652269842432.png) @jv_finance Julius

Several analysts are discussing the potential for MicroStrategy ($MSTR) to rebound, citing that it is undervalued and that sentiment is overly bearish. Some are pointing to historical trends and models that suggest the stock will rise, with one model indicating a fair value of $635, 42% above the current price. Analysts believe the downside is minimal while the upside is massive.

### Engagements: [------] [#](/creator/twitter::1701959652269842432/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1701959652269842432/c:line/m:interactions.svg)

- [--] Week [-------] -48%
- [--] Month [---------] +26%
- [--] Months [---------] +181%

### Mentions: [--] [#](/creator/twitter::1701959652269842432/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1701959652269842432/c:line/m:posts_active.svg)

- [--] Week [--] -80%
- [--] Month [---] +22%
- [--] Months [---] +140%

### Followers: [-----] [#](/creator/twitter::1701959652269842432/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1701959652269842432/c:line/m:followers.svg)

- [--] Week [-----] +1.60%
- [--] Month [-----] +17%
- [--] Months [-----] +187%

### CreatorRank: [-------] [#](/creator/twitter::1701959652269842432/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1701959652269842432/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #1759 [stocks](/list/stocks)  [finance](/list/finance)  [exchanges](/list/exchanges)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[bitcoin](/topic/bitcoin) #734, [$mstr](/topic/$mstr), [liquidity](/topic/liquidity) #2021, [gold](/topic/gold), [history](/topic/history), [in the](/topic/in-the), [longterm](/topic/longterm), [level](/topic/level), [market](/topic/market), [sentiment](/topic/sentiment)

**Top accounts mentioned or mentioned by**
[@jvfinance](/creator/undefined) [@bitcoinstacker0](/creator/undefined) [@therealplanc](/creator/undefined) [@quintenfrancois](/creator/undefined) [@cobaineduardo](/creator/undefined) [@hodlwhisperer](/creator/undefined) [@adhdoptions](/creator/undefined) [@bitcoinerjake](/creator/undefined) [@taninvest](/creator/undefined) [@grok](/creator/undefined) [@pahueg](/creator/undefined) [@elonsonlyfans](/creator/undefined) [@thebtctherapist](/creator/undefined) [@saylor](/creator/undefined) [@notfrankke](/creator/undefined) [@deptweets](/creator/undefined) [@e055michel1842](/creator/undefined) [@peterschiff](/creator/undefined) [@whatsynumber](/creator/undefined) [@fanfintwit](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Anyone holding $MSTR only needs one chart and its this one. For weeks Ive seen panic about $MSTR decoupling from #Bitcoin but MicroStrategy is exactly where it should be"  
[X Link](https://x.com/jv_finance/status/1935446021770825888)  2025-06-18T21:14Z [---] followers, [----] engagements


"If #Bitcoin pumps $MSTR will follow. This is $BTC on M2 with calculated lag and SD bands. The fit is nearly perfect and were about to enter a massive up-phase. How can anyone be bearish on $MSTR"  
[X Link](https://x.com/jv_finance/status/1935620732525912392)  2025-06-19T08:48Z [---] followers, [----] engagements


"@Options_Experts @saylor Lets see how many of them will survive the bear market"  
[X Link](https://x.com/jv_finance/status/1935622407655735520)  2025-06-19T08:55Z [---] followers, [--] engagements


"How much of your net worth is in $MSTR 10% 10% 50% 25% 10% 10% 50% 25%"  
[X Link](https://x.com/jv_finance/status/1935776317925966052)  2025-06-19T19:06Z [---] followers, [----] engagements


"According to my model $MSTR has been oversold for almost a month now. What do you think🤔"  
[X Link](https://x.com/jv_finance/status/1936009077714538881)  2025-06-20T10:31Z [---] followers, [----] engagements


"@NotFrankke Beta-adjusted MSTR overlaid on BTC with standard deviation bands. The green line in the middle is the BTC price the fair value for MSTR"  
[X Link](https://x.com/jv_finance/status/1936030934865727858)  2025-06-20T11:58Z [---] followers, [---] engagements


"This model is very important if you want to understand $MSTR. #Bitcoin drives $MSTR in the long run but in the short term discrepancies can occur. You can see examples (blue circles) where $MSTR massively under- or overperformed #Bitcoin. Thats completely normal and you can use it to your advantage. Buy $MSTR when its undervalued (e.g. price below -1SD) and sell when its overvalued. This strategy tends to work very well during bull markets"  
[X Link](https://x.com/jv_finance/status/1936144766388851183)  2025-06-20T19:30Z [----] followers, [----] engagements


"Are you worried about $MSTR right now Yes Yes but I keep holding No Yes Yes but I keep holding No"  
[X Link](https://x.com/jv_finance/status/1936145408041836621)  2025-06-20T19:33Z [---] followers, [----] engagements


"@blakeinvesting6 There are components like credit risk M2 gold DXY and many more. I didnt use any volatility measures like VIX or MOVE in this model. But I do have a crash-risk indicator that takes those into account"  
[X Link](https://x.com/jv_finance/status/1936343480449814865)  2025-06-21T08:40Z [---] followers, [--] engagements


"@CiccioMadonna @NotFrankke All of my scripts are currently private but I plan to release some of them soon. Stay tuned"  
[X Link](https://x.com/jv_finance/status/1936346115428823499)  2025-06-21T08:51Z [---] followers, [--] engagements


"@CiccioMadonna @NotFrankke It looks similar but its not exactly the same. But I could build a model using this exact regression as well"  
[X Link](https://x.com/jv_finance/status/1936357052315832506)  2025-06-21T09:34Z [---] followers, [--] engagements


"@sababanator I plan to release some of them soon. Stay tuned"  
[X Link](https://x.com/jv_finance/status/1936357293773472129)  2025-06-21T09:35Z [---] followers, [---] engagements


"@FinFreedomAt40 I have multiple models - MSTR is at fair value compared to BTC. Compared to M2 both assets are currently undervalued"  
[X Link](https://x.com/jv_finance/status/1936399976344723925)  2025-06-21T12:25Z [---] followers, [--] engagements


"@DEPTweets Thank you I will keep you guys updated"  
[X Link](https://x.com/jv_finance/status/1936450346324201587)  2025-06-21T15:45Z [---] followers, [---] engagements


"@DEPTweets Thank you so much"  
[X Link](https://x.com/jv_finance/status/1936450482077040897)  2025-06-21T15:45Z [---] followers, [--] engagements


"@EvolveX_Trader @FractalVeritas It's currently private - but I will release some of my indicators soon"  
[X Link](https://x.com/jv_finance/status/1936450773782815206)  2025-06-21T15:46Z [---] followers, [--] engagements


"I made a few changes to the $MSTR vs. $BTC model: #Bitcoin price and bands are now smoothed for better readability. I added a valuation table (bottom right) showing the distance to each band. The table at the bottom center shows the current valuation. What do you think"  
[X Link](https://x.com/jv_finance/status/1936468190915166553)  2025-06-21T16:56Z [---] followers, [----] engagements


"This is just MSTR relative to BTC but I also have an M2-based model for both assets. Right now both MSTR and BTC are undervalued against M2 (around -2SD). It makes sense that the MSTR vs. BTC model is at fair value since both assets are similarly valued relative to M2. Thats why these models work well together"  
[X Link](https://x.com/jv_finance/status/1936549552405774543)  2025-06-21T22:19Z [---] followers, [--] engagements


"Which price will $MSTR reach in [----] $750 $1000 $1500 $1250 $750 $1000 $1500 $1250"  
[X Link](https://x.com/jv_finance/status/1936782622069317868)  2025-06-22T13:45Z [---] followers, [----] engagements


"Todays crash surely caused many to panic and sell - probably the worst decision. While the model value will decline slightly over the next few days it shows a massive pump afterward. Given how sharply Bitcoin dropped its likely that $MSTR will price that in tomorrow. That said the Bitcoin model leaves very little room to the downside suggesting the bottom is likely near. Remember: 95% of all values fall within the bands and the BTC model is far more stable than the MSTR model due to Bitcoins lower volatility"  
[X Link](https://x.com/jv_finance/status/1936835750730793265)  2025-06-22T17:16Z [---] followers, [----] engagements


"@21e15btc That means a lot to me. Im doing everything I can to release it as soon as possible"  
[X Link](https://x.com/jv_finance/status/1936844247929381148)  2025-06-22T17:50Z [---] followers, [--] engagements


"@21e15btc What models are you most interested in - M2-Models for BTC and MSTR - MSTR vs. BTC - or the macro models like crash-risk or market-regime"  
[X Link](https://x.com/jv_finance/status/1936880719416168543)  2025-06-22T20:15Z [---] followers, [---] engagements


"The pre-market opens in [--] minutes and I can already smell the fear. How will $MSTR open"  
[X Link](https://x.com/jv_finance/status/1937048554213978408)  2025-06-23T07:22Z [---] followers, [----] engagements


"$MSTR looks fine - its performing exactly as it should right now. The value gap is very small. If #Bitcoin pumps $MSTR will follow. And its looking very good at the moment you wont convince me to be bearish. This cycle has much more left in the tank"  
[X Link](https://x.com/jv_finance/status/1937190245117677936)  2025-06-23T16:45Z [---] followers, [----] engagements


"Looks like my call for the #Bitcoin reversal played out perfectly. The systems win again Even though theres still room for a further dip well most likely head higher over the next few days to weeks. Its looking really good right now"  
[X Link](https://x.com/jv_finance/status/1937245094207263025)  2025-06-23T20:23Z [----] followers, [----] engagements


"@neomaltos Lol"  
[X Link](https://x.com/jv_finance/status/1937251762991517922)  2025-06-23T20:49Z [---] followers, [--] engagements


"It looks much better now to be honest - up 5% on the day. Shouldve waited a bit.😂 #Bitcoin Looks like my call for the #Bitcoin reversal played out perfectly. The systems win again Even though theres still room for a further dip well most likely head higher over the next few days to weeks. Its looking really good right now. https://t.co/P5VHFxQTO2 Looks like my call for the #Bitcoin reversal played out perfectly. The systems win again Even though theres still room for a further dip well most likely head higher over the next few days to weeks. Its looking really good right now."  
[X Link](https://x.com/jv_finance/status/1937277839935701325)  2025-06-23T22:33Z [---] followers, [----] engagements


"@DEPTweets Hmm what should I stream"  
[X Link](https://x.com/jv_finance/status/1937280037482270808)  2025-06-23T22:42Z [---] followers, [--] engagements


"#Bitcoin looks great right now. Well likely see higher prices over the coming weeks and months. The massive liquidity up-phase starts tomorrow and were still trading well below fair value. This aligns perfectly with gold as well. Fair value is projected to rise to $154K within the next three weeks - thats +45% for Bitcoin. After that growth slows with fair value climbing to $170K by November. It also looks like GL hasnt topped yet - further acceleration is definitely possible. Im bullish"  
[X Link](https://x.com/jv_finance/status/1937530505211044188)  2025-06-24T15:17Z [----] followers, [----] engagements


"$MSTR is up 3.6% on the day. So tell me - how many of you sold in panic last week and are feeling FOMO right now I feel FOMO I held strong MSTR will go lower I feel FOMO I held strong MSTR will go lower"  
[X Link](https://x.com/jv_finance/status/1937531212815552979)  2025-06-24T15:20Z [----] followers, [----] engagements


"$MSTR has tracked #Bitcoin perfectly over the last two weeks - currently just 1.5% below fair value. The outlook for Bitcoin looks great well likely see higher prices in the coming weeks. If #Bitcoin pumps $MSTR will follow"  
[X Link](https://x.com/jv_finance/status/1937537767724187966)  2025-06-24T15:46Z [----] followers, [----] engagements


"$MSTR is still exactly where it should be - nothing to worry about. Were still in a volatility regime so thats completely normal. The fun starts when #Bitcoin rallies: People panic if MSTR underperforms - and get greedy if it outperforms. Im ready"  
[X Link](https://x.com/jv_finance/status/1937624319141523664)  2025-06-24T21:30Z [----] followers, [----] engagements


"@NimzoBit $MSTR follows M2"  
[X Link](https://x.com/jv_finance/status/1937978884080697648)  2025-06-25T20:59Z [----] followers, [---] engagements


"#Bitcoin is holding tight to its correlation with M2 - does that surprise you Those who sold the dip are deep in FOMO right now - thats why you never act on emotions. #Bitcoin dips are meant to be bought"  
[X Link](https://x.com/jv_finance/status/1937981518439473421)  2025-06-25T21:09Z [----] followers, [----] engagements


"Do you think $MSTR will become the most valuable company in the future If yes when Yes within [--] years Yes but takes longer No chance its overrated Yes within [--] years Yes but takes longer No chance its overrated"  
[X Link](https://x.com/jv_finance/status/1938288644797898901)  2025-06-26T17:29Z [----] followers, [----] engagements


"How many shares of $MSTR do you own [--] [--] [---] [--] [--] [--] [---] 50"  
[X Link](https://x.com/jv_finance/status/1938302891338375185)  2025-06-26T18:26Z [----] followers, [----] engagements


"@justinisaballa Thank you I will release it soon"  
[X Link](https://x.com/jv_finance/status/1938322951335481510)  2025-06-26T19:46Z [----] followers, [--] engagements


"We could soon see a breakout on #Bitcoin into the orange zone for the first time this bull run. Thats the zone where the real fun begins. Be ready"  
[X Link](https://x.com/jv_finance/status/1938331398487543829)  2025-06-26T20:19Z [----] followers, [----] engagements


"@E055Michel1842 https://x.com/jv_finance/status/1936733155202924827 This is the regression between $MSTR and $BTC. $MSTR is currently slightly below fair value. Some outlooks: BTC at $150K MSTR at $752 BTC at $200K MSTR at $1287 BTC at $250K MSTR at $1952 If you know where Bitcoin is going you know where MSTR is going. https://t.co/bPGucvD163 https://x.com/jv_finance/status/1936733155202924827 This is the regression between $MSTR and $BTC. $MSTR is currently slightly below fair value. Some outlooks: BTC at $150K MSTR at $752 BTC at $200K MSTR at $1287 BTC at $250K MSTR at $1952 If you know"  
[X Link](https://x.com/jv_finance/status/1938336525931958453)  2025-06-26T20:40Z [----] followers, [---] engagements


"@RealJamesCain Why"  
[X Link](https://x.com/jv_finance/status/1938357328077852869)  2025-06-26T22:02Z [----] followers, [--] engagements


"@capital_apes $4700 It's not public yet but I'll release some soon. :)"  
[X Link](https://x.com/jv_finance/status/1938357835282461182)  2025-06-26T22:04Z [----] followers, [---] engagements


"If you want a proxy for where #Bitcoins value should be just look at the NASDAQ. They share a strong multi-year correlation and the NASDAQ provides a solid indication of Bitcoins broad valuation"  
[X Link](https://x.com/jv_finance/status/1938367156821049385)  2025-06-26T22:41Z [----] followers, [---] engagements


"@ADHD_Options I wouldn't say highly improbable but it's not very realistic"  
[X Link](https://x.com/jv_finance/status/1938527880516091979)  2025-06-27T09:20Z [----] followers, [---] engagements


"@Coco14343 I am invested but lean more toward Bitcoin"  
[X Link](https://x.com/jv_finance/status/1938529825163022423)  2025-06-27T09:28Z [----] followers, [---] engagements


"@SuperSwellTrade @ADHD_Options Its a game of probabilities this run would be massive. Its possible and weve seen moves like this before. Im bullish but Im skeptical well see such a huge breakout starting right now. Would be great though"  
[X Link](https://x.com/jv_finance/status/1938531193793708498)  2025-06-27T09:33Z [----] followers, [--] engagements


"@ADHD_Options Cant say for sure. All my models are based on math but unfortunately I cant calculate when theyll break"  
[X Link](https://x.com/jv_finance/status/1938531622107722028)  2025-06-27T09:35Z [----] followers, [--] engagements


"@ADHD_Options @SuperSwellTrade I wouldnt call it price targets. Its a zone where MSTR has traded for the past two years so its not just hopium"  
[X Link](https://x.com/jv_finance/status/1938532326067097706)  2025-06-27T09:38Z [----] followers, [--] engagements


"Would love to see gold rising again that would confirm my bullish bias. But #Bitcoin will rise long term either way. Nothing can stop this train"  
[X Link](https://x.com/jv_finance/status/1938600075833311321)  2025-06-27T14:07Z [----] followers, [----] engagements


"@brute_charm Bitcoin is correlated to both the NASDAQ and Gold so seeing both rise would be ideal. Its also possible that Bitcoin starts following Gold more closely than the NASDAQ as speculation fades and its role as a monetary hedge grows"  
[X Link](https://x.com/jv_finance/status/1938604051018535188)  2025-06-27T14:23Z [----] followers, [--] engagements


"@BTC_freedom_now @JY_finance It's a regression on M2 with SD bands"  
[X Link](https://x.com/jv_finance/status/1938687374814306762)  2025-06-27T19:54Z [----] followers, [--] engagements


"Looks like $MSTR will close slightly below the -2SD bands. Could this be an issue Possibly Ill monitor it. Going to rerun the calculations tomorrow and share the updated version. Regressions change over time but Ill keep you updated with the best fit"  
[X Link](https://x.com/jv_finance/status/1938690543522902111)  2025-06-27T20:06Z [----] followers, [----] engagements


"@BTC_freedom_now @JY_finance [--] days"  
[X Link](https://x.com/jv_finance/status/1938719189188981024)  2025-06-27T22:00Z [----] followers, [--] engagements


"$MSTR has been following #Bitcoin tightly over the past month. Very low volatility and barely any deviation from fair value pretty boring in my opinion. Id love to see some deviations to take advantage of them"  
[X Link](https://x.com/jv_finance/status/1938721357061034288)  2025-06-27T22:09Z [----] followers, [----] engagements


"The last poll was heavily weighted toward [---] shares so lets do another one. How many shares of $MSTR do you own [---] [---] [---] [---] [---] [---] [---] 250"  
[X Link](https://x.com/jv_finance/status/1938722896349729210)  2025-06-27T22:15Z [----] followers, [----] engagements


"It makes sense to measure asset performance in gold not dollars. If it doesnt outperform gold why hold it The SPX/Gold ratio shows almost no real profit over the last century. Measuring in dollars makes even less sense as the dollar keeps losing value"  
[X Link](https://x.com/jv_finance/status/1938943122802614524)  2025-06-28T12:50Z [----] followers, [----] engagements


"The BTC/Gold power-law suggests the bull run for #Bitcoin hasnt even properly started yet. Were near the bottom with massive room to the upside. No idea why people are already calling for the top - were just getting started imo"  
[X Link](https://x.com/jv_finance/status/1938947806674186627)  2025-06-28T13:09Z [----] followers, [----] engagements


"#Bitcoin outlook summary: Bitcoin on M2 is oversold Undervalued vs. Gold and NDX Long-term liquidation maps are stacked to the upside It doesnt get much better than this. If my trend system flips long everything aligns for a rally. I'm bullish"  
[X Link](https://x.com/jv_finance/status/1939040677871927700)  2025-06-28T19:18Z [----] followers, [----] engagements


"$MSTR is still in a high-value zone. Almost [---] months of accumulation opportunities so far. Itll get really interesting once it exits the oversold state. I added some positions myself curious to see how this plays out. Not financial advice. DYOR"  
[X Link](https://x.com/jv_finance/status/1939107182848651389)  2025-06-28T23:42Z [----] followers, [----] engagements


"If #Bitcoin overshoots Gold into the +2SD zone like it did the last two times $150K would be very realistic. That would perfectly align with M2 and the broader market outlook. On the other hand downside is limited overall its looking pretty good right now"  
[X Link](https://x.com/jv_finance/status/1939236139547922873)  2025-06-29T08:14Z [----] followers, [----] engagements


"@MolotesSabrosos But what are you saying That has nothing to do with the post"  
[X Link](https://x.com/jv_finance/status/1939242572938952795)  2025-06-29T08:40Z [----] followers, [--] engagements


"I just updated the regression for $MSTR on M2. The blue line shows the old regression the red line is the updated version. It only changed slightly no major difference"  
[X Link](https://x.com/jv_finance/status/1939299448481575070)  2025-06-29T12:26Z [----] followers, 10.9K engagements


"According to my valuation model its not a great time to DCA into #Bitcoin right now. If we fall a bit lower the oversold condition would trigger and signal a good entry. Not financial advice"  
[X Link](https://x.com/jv_finance/status/1939398868627583102)  2025-06-29T19:01Z [----] followers, [----] engagements


"If you had to pick one portfolio for the next decade what $MSTR - $BTC split would you go with 100% BTC 30% MSTR 70% BTC 100% MSTR 70% MSTR 30% BTC 100% BTC 30% MSTR 70% BTC 100% MSTR 70% MSTR 30% BTC"  
[X Link](https://x.com/jv_finance/status/1939399517591212240)  2025-06-29T19:04Z [----] followers, [----] engagements


"@BitcoinerJake 👀"  
[X Link](https://x.com/jv_finance/status/1939452690892751329)  2025-06-29T22:35Z [----] followers, [---] engagements


"@byronhambly I like green but might change it"  
[X Link](https://x.com/jv_finance/status/1939452927950659772)  2025-06-29T22:36Z [----] followers, [--] engagements


"@cryptocronik Why"  
[X Link](https://x.com/jv_finance/status/1939452975618896171)  2025-06-29T22:36Z [----] followers, [--] engagements


"@Wallywonka17 Bitcoin's main driver is liquidity. What are your assumptions based on"  
[X Link](https://x.com/jv_finance/status/1939453291475398669)  2025-06-29T22:37Z [----] followers, [--] engagements


"@Bank__28 Where is the contradiction"  
[X Link](https://x.com/jv_finance/status/1939453599551045838)  2025-06-29T22:39Z [----] followers, [--] engagements


"Where do you see $MSTR closing today"  
[X Link](https://x.com/jv_finance/status/1939583034589593633)  2025-06-30T07:13Z [----] followers, 11K engagements


"@DelB0yTr0tter Seems high"  
[X Link](https://x.com/jv_finance/status/1939586894318145764)  2025-06-30T07:28Z [----] followers, [---] engagements


"Im planning to release another fair value model for $MSTR based on M2 which should be more robust. But it looks like the current one is holding up pretty well. Ill keep both and see how it goes. Stay tuned Nice little rally from $MSTR perfectly holding the lower boundary of the fair value model. Im very curious to see how this plays out. The futures looking very bright according to this model. https://t.co/G4jX7RcgaT Nice little rally from $MSTR perfectly holding the lower boundary of the fair value model. Im very curious to see how this plays out. The futures looking very bright according to"  
[X Link](https://x.com/jv_finance/status/1939718314176938136)  2025-06-30T16:10Z [----] followers, [----] engagements


"@Obirealestate I dont and Id argue thats not even possible. You cant model unexpected shifts because by definition theyre unexpected"  
[X Link](https://x.com/jv_finance/status/1939718933470171149)  2025-06-30T16:13Z [----] followers, [--] engagements


"Someone asked me why my profile picture looked like Bitcoin Cash which was totally unintentional. What color should I change it to Red Blue Keep the green one Purple Red Blue Keep the green one Purple"  
[X Link](https://x.com/jv_finance/status/1939736293384347839)  2025-06-30T17:22Z [----] followers, [----] engagements


"If you like the M2 model youre going to love this one - its much better and more reliable for $MSTR. It doesnt only factor in liquidity but also the price of #Bitcoin - fair value currently sits at $455. The weightings are calculated automatically and adjust over time to provide the most reasonable fair value for $MSTR. This makes the model less prone to overfitting and significantly improves quality. Its also possible to project the price into the future but keep in mind those projections will fluctuate as new data becomes available. Let me know what you think Nice little rally from $MSTR"  
[X Link](https://x.com/jv_finance/status/1939802612423172239)  2025-06-30T21:45Z [----] followers, [----] engagements


"Should I focus more on sharing my models or would you also like to see how I approach portfolio and risk management along with my psychological mindset when navigating the market Drop your model or topic requests in the comments below"  
[X Link](https://x.com/jv_finance/status/1940092908625174867)  2025-07-01T16:59Z [----] followers, [----] engagements


"@E055Michel1842 For what reason"  
[X Link](https://x.com/jv_finance/status/1940101818576429260)  2025-07-01T17:34Z [----] followers, [---] engagements


"I added future projections for $MSTR based on M2. Since the model uses two variables one has to be held constant. The projection assumes that the valuation relative to #Bitcoin remains unchanged. Keep in mind the further you project the more prices will fluctuate"  
[X Link](https://x.com/jv_finance/status/1940136865647984866)  2025-07-01T19:54Z [----] followers, [----] engagements


"That doesnt look good. Ill keep updating it over the next few weeks. Its probably too early to say if its broken. Remember: about 95% of prices stay within the bands so occasional breakouts are completely normal"  
[X Link](https://x.com/jv_finance/status/1940144878413127964)  2025-07-01T20:25Z [----] followers, 16.8K engagements


"@C9Praey The breakout above the +2SD band in November looked crazy as well. Ill let it play out and see what happens"  
[X Link](https://x.com/jv_finance/status/1940162033473007902)  2025-07-01T21:34Z [----] followers, [---] engagements


"Today's dip surely shook many people out of their $MSTR positions. This model still looks perfectly healthy. Ideally Id like to see MSTR stay below fair value to create a leverage effect once #Bitcoin starts to rally. But in the end we take what the market gives us"  
[X Link](https://x.com/jv_finance/status/1940165818458743068)  2025-07-01T21:49Z [----] followers, [----] engagements


"$MSTR underperforming in the short term shouldnt bother anyone"  
[X Link](https://x.com/jv_finance/status/1940449627314200921)  2025-07-02T16:36Z [----] followers, [----] engagements


"@BitcoinerJake @ColinTCrypto @aganstwallst @LeomathHeart @MatthewHyland_ Thank you Jake 🙏"  
[X Link](https://x.com/jv_finance/status/1940459243393765587)  2025-07-02T17:15Z [----] followers, [--] engagements


"@vibetraider 👀"  
[X Link](https://x.com/jv_finance/status/1940459336658223484)  2025-07-02T17:15Z [----] followers, [--] engagements


"@HODLtoONE Appreciate it"  
[X Link](https://x.com/jv_finance/status/1940459400445255854)  2025-07-02T17:15Z [----] followers, [--] engagements


"High volatility on $MSTR over the past few days. Price could revert back to fair-value if #Bitcoin breaks above ATH soon which I expect. That would be a strong signal for the future credibility of this model"  
[X Link](https://x.com/jv_finance/status/1940482955140600127)  2025-07-02T18:49Z [----] followers, [----] engagements


"Im very interested to see how this projection for $MSTR plays out. The model is strong but take the projection (gray) with a grain of salt. I might make some adjustments to improve its reliability even further"  
[X Link](https://x.com/jv_finance/status/1940496662595858910)  2025-07-02T19:43Z [----] followers, [----] engagements


"$MSTR still perfectly aligned with #Bitcoin. The beta of MSTR is around 1.87x Bitcoin for this cycle its reasonable to expect a similar leverage effect over the coming weeks and months. In the long run beta might decline slightly but only time will tell"  
[X Link](https://x.com/jv_finance/status/1940531781176119324)  2025-07-02T22:03Z [----] followers, [----] engagements


"Is this the breakout above all-time highs or will #Bitcoin head lower again ATH breakout Lower again Bullmarket is over Don't care ATH breakout Lower again Bullmarket is over Don't care"  
[X Link](https://x.com/jv_finance/status/1940532397654905218)  2025-07-02T22:05Z [----] followers, [----] engagements


"#Bitcoin is looking good. I like how its trending only slightly higher from July onwards. This leaves room for a strongly volatile consolidation that could shake out a lot of people even though price keeps grinding up. Im very much looking forward to navigating that"  
[X Link](https://x.com/jv_finance/status/1940850540914921500)  2025-07-03T19:10Z [----] followers, [----] engagements


"@D12Alpha Its not optimism its calculated. But Id be really happy if it plays out"  
[X Link](https://x.com/jv_finance/status/1940860653855822088)  2025-07-03T19:50Z [----] followers, [---] engagements


"Almost forgot about this one. #Bitcoin is holding up nicely against beta-adjusted NASDAQ since the April crash. Very likely to go higher. Buckle up"  
[X Link](https://x.com/jv_finance/status/1940885195097624940)  2025-07-03T21:27Z [----] followers, [----] engagements


"This model for $MSTR would be a good replacement - its far superior. But Ill keep updating the other one for now. The fair value calculation is solid and reliable. The projection still needs improvement - so dont focus on that part too much for now. $MSTR is still extremely undervalued. It would take a major pump to get back to fair value. The regression will likely change a lot over the next weeks not sure if its valuable enough right now. Should I keep updating daily or switch to weekly and focus on other models https://t.co/9m5b31QlGO $MSTR is still extremely undervalued. It would take a"  
[X Link](https://x.com/jv_finance/status/1940903729055846618)  2025-07-03T22:41Z [----] followers, [----] engagements


"Where do you see $MSTR opening after the weekend"  
[X Link](https://x.com/jv_finance/status/1941113669385089188)  2025-07-04T12:35Z [----] followers, 14.2K engagements


"@DelB0yTr0tter Impossible to tell"  
[X Link](https://x.com/jv_finance/status/1941186526316294560)  2025-07-04T17:25Z [----] followers, [---] engagements


"What do you think the true yearly inflation rate was over the past decade Would love to hear your thoughts. 5% 5% - 10% 20% 10% - 20% 5% 5% - 10% 20% 10% - 20%"  
[X Link](https://x.com/jv_finance/status/1941190660381605964)  2025-07-04T17:41Z [----] followers, [---] engagements


"@Bryan22two CPI is a scam"  
[X Link](https://x.com/jv_finance/status/1941192108943212575)  2025-07-04T17:47Z [----] followers, [--] engagements


"@aelaennn Same - and there's only one way to beat inflation"  
[X Link](https://x.com/jv_finance/status/1941203900968861826)  2025-07-04T18:34Z [----] followers, [--] engagements


"#Bitcoin is matching the dips perfectly. Fair value is sitting at nearly $130K well above all-time highs. Everyone shorting or chasing short-term moves will be left in the dust. Dont mess this up theres still massive upside ahead"  
[X Link](https://x.com/jv_finance/status/1941204861896520037)  2025-07-04T18:37Z [----] followers, [----] engagements


"@Wizard4B Into BTC"  
[X Link](https://x.com/jv_finance/status/1941444279131623826)  2025-07-05T10:29Z [----] followers, [---] engagements


"I made an updated version of the M2 model for $MSTR. Same model slightly different calculation. Regressions are often heavily overfit to match the asset perfectly. So I applied a small workaround to avoid overfitting this is the result. Let me know what you think $MSTR is still extremely undervalued. It would take a major pump to get back to fair value. The regression will likely change a lot over the next weeks not sure if its valuable enough right now. Should I keep updating daily or switch to weekly and focus on other models https://t.co/9m5b31QlGO $MSTR is still extremely undervalued. It"  
[X Link](https://x.com/jv_finance/status/1941485075260113224)  2025-07-05T13:11Z [----] followers, 15.9K engagements


"Very balanced result. Im in the group that will sell $MSTR. Makes no sense to hold an asset that isnt going up especially with this kind of volatility. The biggest profits come from avoiding massive downside. Do you sell $MSTR at the bull market top or hold it through the bear market Do you sell $MSTR at the bull market top or hold it through the bear market"  
[X Link](https://x.com/jv_finance/status/1941586447246430409)  2025-07-05T19:54Z [----] followers, 10.3K engagements


"@KyleBuysBTC Agreed. But many people have huge amounts of MSTR in their portfolio and a lot of them will get rekt in the bear market because holding an asset thats down 80% sounds easier than it actually is"  
[X Link](https://x.com/jv_finance/status/1941594802002280492)  2025-07-05T20:27Z [----] followers, [---] engagements


"@bsullync There will be a bear market sooner or later. But I dont know when and I dont need to because Ill stay invested until the end"  
[X Link](https://x.com/jv_finance/status/1941595804902236481)  2025-07-05T20:31Z [----] followers, [---] engagements


"@lilbernadette @npc72615 Why would you do that"  
[X Link](https://x.com/jv_finance/status/1941612222507024395)  2025-07-05T21:36Z [----] followers, [--] engagements


"These rules are a must if you want to survive the market: Dont - use leverage - take out loans - set price targets They will destroy you. Sustainable growth doesnt happen overnight"  
[X Link](https://x.com/jv_finance/status/1941615201431814298)  2025-07-05T21:48Z [----] followers, [----] engagements


"Intense long liquidations below price. Final shakeout before a new ATH for #Bitcoin"  
[X Link](https://x.com/jv_finance/status/1941616142293840088)  2025-07-05T21:52Z [----] followers, [----] engagements


"@MadThinker02 Taking out loans on a volatile asset to buy more is crazy"  
[X Link](https://x.com/jv_finance/status/1941773714757927387)  2025-07-06T08:18Z [----] followers, [--] engagements


"What was the stupidest argument youve ever heard against Bitcoin"  
[X Link](https://x.com/jv_finance/status/1941790303100240287)  2025-07-06T09:24Z [----] followers, [----] engagements


"@mooncakebtc Agreed. Fiat will fail. Bitcoin is the best option"  
[X Link](https://x.com/jv_finance/status/1941923813060390985)  2025-07-06T18:14Z [----] followers, [--] engagements


"Where do you see $MSTR closing on Monday"  
[X Link](https://x.com/jv_finance/status/1941943471859744827)  2025-07-06T19:32Z [----] followers, 14.5K engagements


"$MSTR holding strong above $400"  
[X Link](https://x.com/jv_finance/status/1942145594539036919)  2025-07-07T08:56Z [----] followers, [----] engagements


"First update after the weekend. $MSTR holding strong curious to see if this model holds. M2 is still rising sharply lets see when #Bitcoin and $MSTR start to follow. Maybe some short-term noise but the long-term outlook still looks very good"  
[X Link](https://x.com/jv_finance/status/1942258795104567760)  2025-07-07T16:25Z [----] followers, 10.9K engagements


"Forgot the table with the future values for $MSTR. Here you go the futures looking bright. First update after the weekend. $MSTR holding strong curious to see if this model holds. M2 is still rising sharply lets see when #Bitcoin and $MSTR start to follow. Maybe some short-term noise but the long-term outlook still looks very good. https://t.co/3VMOrWxaCL First update after the weekend. $MSTR holding strong curious to see if this model holds. M2 is still rising sharply lets see when #Bitcoin and $MSTR start to follow. Maybe some short-term noise but the long-term outlook still looks very"  
[X Link](https://x.com/jv_finance/status/1942290709001744785)  2025-07-07T18:32Z [----] followers, [----] engagements


"@JDBet45 I just have the model in Python so no link unfortunately. BTC at $200K MSTR at $1300 BTC at $444K MSTR at $5700"  
[X Link](https://x.com/jv_finance/status/1942291781095198777)  2025-07-07T18:37Z [----] followers, [---] engagements


"@Shinoblade1 $750 for MSTR"  
[X Link](https://x.com/jv_finance/status/1942291862598881768)  2025-07-07T18:37Z [----] followers, [---] engagements


"@BITVOLT It's highly correlated :) https://x.com/jv_finance/status/1941945611093201132 Liquidity suggests #Bitcoin could fly to $120K within the next week. The correlation has been very solid over the past two years will it hold up and meet expectations in the coming months The next few weeks will be very interesting https://t.co/nVVAGjEWXj https://x.com/jv_finance/status/1941945611093201132 Liquidity suggests #Bitcoin could fly to $120K within the next week. The correlation has been very solid over the past two years will it hold up and meet expectations in the coming months The next few"  
[X Link](https://x.com/jv_finance/status/1942297701682471335)  2025-07-07T19:00Z [----] followers, [---] engagements


"Can $MSTR reach $1000 in [----] Yes No It never will Yes No It never will"  
[X Link](https://x.com/jv_finance/status/1942612281965306144)  2025-07-08T15:50Z [----] followers, [----] engagements


"M2 suggests that $MSTR could very likely reach $1000 within the next few months. Do you think $MSTR will meet expectations or will this model break"  
[X Link](https://x.com/jv_finance/status/1942633053580673101)  2025-07-08T17:13Z [----] followers, 20.9K engagements


"@EssjSongoku No MSTR did not decouple. https://x.com/jv_finance/status/1940531781176119324 $MSTR still perfectly aligned with #Bitcoin. The beta of MSTR is around 1.87x Bitcoin for this cycle its reasonable to expect a similar leverage effect over the coming weeks and months. In the long run beta might decline slightly but only time will tell. https://t.co/b7lXtQ4Tb5 https://x.com/jv_finance/status/1940531781176119324 $MSTR still perfectly aligned with #Bitcoin. The beta of MSTR is around 1.87x Bitcoin for this cycle its reasonable to expect a similar leverage effect over the coming weeks and"  
[X Link](https://x.com/jv_finance/status/1942649275827343784)  2025-07-08T18:17Z [----] followers, [---] engagements


"I hear people saying $MSTR is having issues and decoupling from #Bitcoin. Thats not true. The correlation is still intact and $MSTR is exactly where it should be. Throughout this entire cycle $MSTR has been 1.8x leveraged Bitcoin that hasnt changed"  
[X Link](https://x.com/jv_finance/status/1942657098371965267)  2025-07-08T18:48Z [----] followers, [----] engagements


"To put this in perspective: #Bitcoin would need to reach $175K for $MSTR to hit the $1000 mark. Thats without accounting for potential overshooting from speculation during strong rallies. Do you think thats reasonable I think it is. M2 suggests that $MSTR could very likely reach $1000 within the next few months. Do you think $MSTR will meet expectations or will this model break https://t.co/XXQjgTdZs2 M2 suggests that $MSTR could very likely reach $1000 within the next few months. Do you think $MSTR will meet expectations or will this model break https://t.co/XXQjgTdZs2"  
[X Link](https://x.com/jv_finance/status/1942658647013671090)  2025-07-08T18:54Z [----] followers, 12.4K engagements


"@ander53157 175k"  
[X Link](https://x.com/jv_finance/status/1942691159656260048)  2025-07-08T21:04Z [----] followers, [---] engagements


"Be honest how many of you sold your $MSTR during the last few months of consolidation Still long Sold I don't know what to do Still long Sold I don't know what to do"  
[X Link](https://x.com/jv_finance/status/1942694373365616913)  2025-07-08T21:16Z [----] followers, [----] engagements


"Fair value is moving up nicely currently sitting at $475. $MSTR will catch up eventually. I dont like how much the forecast fluctuates it creates too much noise. Ill definitely fix that. The forecast will likely get shorter but more robust as a result"  
[X Link](https://x.com/jv_finance/status/1942977695488319918)  2025-07-09T16:02Z [----] followers, [----] engagements


"If we trust this model #Bitcoin should start ripping soon. Liquidations support this but dont get overly bullish. Short-term fuckery shouldnt freak you out. Remember its just a model and it will break sooner or later"  
[X Link](https://x.com/jv_finance/status/1943015644406124903)  2025-07-09T18:33Z [----] followers, [----] engagements


"What do you see"  
[X Link](https://x.com/jv_finance/status/1943016703539188128)  2025-07-09T18:37Z [----] followers, [----] engagements


"These targets for #Bitcoin are still on the table theres enough time left. The probability may have decreased slightly but nothing too concerning. Thats not my bias its math. Do you think this will play out as expected By early August theres a 95% probability that #Bitcoin will be between $135000 and $193000. The average sits at $161000. These are the levels you should expect if you believe the correlation with M2 will hold. Save the post. By early August theres a 95% probability that #Bitcoin will be between $135000 and $193000. The average sits at $161000. These are the levels you should"  
[X Link](https://x.com/jv_finance/status/1943024905697521997)  2025-07-09T19:10Z [----] followers, [----] engagements


"Looks like $MSTR is moving up quite nicely perfectly aligning with the model. Of course this is just short-term alignment and well need much more upside to stay on track. The next few weeks will be very interesting. M2 suggests that $MSTR could very likely reach $1000 within the next few months. Do you think $MSTR will meet expectations or will this model break https://t.co/vIttaIM6rZ M2 suggests that $MSTR could very likely reach $1000 within the next few months. Do you think $MSTR will meet expectations or will this model break https://t.co/vIttaIM6rZ"  
[X Link](https://x.com/jv_finance/status/1943030869356122223)  2025-07-09T19:33Z [----] followers, [----] engagements


"Fakeout or breakout for $MSTR"  
[X Link](https://x.com/jv_finance/status/1943065579763470586)  2025-07-09T21:51Z [----] followers, [----] engagements


"#Bitcoin is holding up nicely near the lower band of the model. $120K by the end of the week is definitely possible. Now is not the time to be bearish"  
[X Link](https://x.com/jv_finance/status/1943355005777412225)  2025-07-10T17:01Z [----] followers, [----] engagements


"@BitcoinerJake @tmako3 Fair value around $424 now - very close"  
[X Link](https://x.com/jv_finance/status/1943358513658343854)  2025-07-10T17:15Z [----] followers, [--] engagements


"@_ramacat It does. https://x.com/jv_finance/status/1943346901866234281 $BTC goes up $MSTR follows. Thats the game. Many dumped $MSTR thinking it decoupled from Bitcoin I think theyll regret it very soon. IMO you should be proud if you held and stacked. $175K BTC = $1000 MSTR mark it down. https://t.co/1vBKjkGjhL https://x.com/jv_finance/status/1943346901866234281 $BTC goes up $MSTR follows. Thats the game. Many dumped $MSTR thinking it decoupled from Bitcoin I think theyll regret it very soon. IMO you should be proud if you held and stacked. $175K BTC = $1000 MSTR mark it down."  
[X Link](https://x.com/jv_finance/status/1943358646592671880)  2025-07-10T17:16Z [----] followers, [---] engagements


"@_ramacat Why would one day matter if you're not trading actively That's very short-sighted"  
[X Link](https://x.com/jv_finance/status/1943359348991721704)  2025-07-10T17:19Z [----] followers, [--] engagements


"Do you really think this #Bitcoin pump was a coincidence I told you weeks ago this would happen. It just aligns perfectly with the model. Higher"  
[X Link](https://x.com/jv_finance/status/1943648616960151710)  2025-07-11T12:28Z [----] followers, [----] engagements


"Cant wait for the market to open so I can update the models 👀"  
[X Link](https://x.com/jv_finance/status/1943649953852567828)  2025-07-11T12:33Z [----] followers, [----] engagements


"Do you think $MSTR can break $450 today Do you think $MSTR can break its yearly high of $430 by tomorrow Do you think $MSTR can break its yearly high of $430 by tomorrow"  
[X Link](https://x.com/jv_finance/status/1943656094993174977)  2025-07-11T12:58Z [----] followers, 17.4K engagements


"Im quite happy with the performance of $MSTR over the last few days. It held up pretty good - only 4% away from its fair value at $447 compared to BTC"  
[X Link](https://x.com/jv_finance/status/1943757622982889790)  2025-07-11T19:41Z [----] followers, [----] engagements


"@Casrow1 @IvanRobbio Why"  
[X Link](https://x.com/jv_finance/status/1943779299074453939)  2025-07-11T21:07Z [----] followers, [--] engagements


"What will #Bitcoin do next Break above $120k Crash below $100k Little dip Consolidation Break above $120k Crash below $100k Little dip Consolidation"  
[X Link](https://x.com/jv_finance/status/1944025701302087999)  2025-07-12T13:27Z [----] followers, [---] engagements


"$MSTR next week where are we going $600 $500 $400 $450 $600 $500 $400 $450"  
[X Link](https://x.com/jv_finance/status/1944038644672557148)  2025-07-12T14:18Z [----] followers, [----] engagements


"@BitcoinerJake That's actually a good idea 😅"  
[X Link](https://x.com/jv_finance/status/1944039044108673514)  2025-07-12T14:20Z [----] followers, [---] engagements


"Bitcoins price would definitely allow that. Fair-Value is currently sitting slightly above $450 lets see if $MSTR can catch up. Do you think $MSTR can break through $450 tomorrow Do you think $MSTR can break through $450 tomorrow"  
[X Link](https://x.com/jv_finance/status/1944382307634126871)  2025-07-13T13:04Z [----] followers, [----] engagements


"Bitcoin + MSTR Altcoins BUY. ALTCOINS. NOW. This might be your last invitation to ALTSEASON. 🚀 BUY. ALTCOINS. NOW. This might be your last invitation to ALTSEASON. 🚀"  
[X Link](https://x.com/jv_finance/status/1944386282664161328)  2025-07-13T13:19Z [----] followers, [----] engagements


"@PDPhilaPhil MSTR is not underperforming thats a fact. It doesnt need to be up 1.52x Bitcoin on a daily basis"  
[X Link](https://x.com/jv_finance/status/1944393066074276189)  2025-07-13T13:46Z [----] followers, [--] engagements


"@uncledennyx I always buy Bitcoin"  
[X Link](https://x.com/jv_finance/status/1944393162065129491)  2025-07-13T13:47Z [----] followers, [--] engagements


"I was working all day on a backtest video for one of my models. Not fully finished yet but Ill put it out tomorrow first thing. Stay tuned - great times ahead"  
[X Link](https://x.com/jv_finance/status/1944484955825811523)  2025-07-13T19:51Z [----] followers, [----] engagements


"#Bitcoin just broke $120k - who will be here when we break $130k"  
[X Link](https://x.com/jv_finance/status/1944605070386934052)  2025-07-14T03:49Z [----] followers, [----] engagements


"Today is a great day for $BTC and $MSTR holders"  
[X Link](https://x.com/jv_finance/status/1944651966648295465)  2025-07-14T06:55Z [----] followers, [----] engagements


"I backtested the BTC-on-lagged-M2 regression model this video shows how it performs in a forward-testing setup. The regression updates dynamically as new data comes in simulating real-time model behavior. The model remains stable over time making it ideal as a long-term macro signal. Let me know in the comments which model you want to see next the one with the most likes wins"  
[X Link](https://x.com/jv_finance/status/1944769143959384284)  2025-07-14T14:41Z [----] followers, [----] engagements


"@LosAngelesHODL 87D - but it makes no difference"  
[X Link](https://x.com/jv_finance/status/1944770278396948604)  2025-07-14T14:45Z [----] followers, [---] engagements


"Which model should I do next I backtested the BTC-on-lagged-M2 regression model this video shows how it performs in a forward-testing setup. The regression updates dynamically as new data comes in simulating real-time model behavior. The model remains stable over time making it ideal as a long-term https://t.co/cMt3Yfz9D7 I backtested the BTC-on-lagged-M2 regression model this video shows how it performs in a forward-testing setup. The regression updates dynamically as new data comes in simulating real-time model behavior. The model remains stable over time making it ideal as a long-term"  
[X Link](https://x.com/jv_finance/status/1944832180774941005)  2025-07-14T18:51Z [----] followers, [----] engagements


"@ScornfulBull No tweaking it's an automated regression. I made a video for the one with BTC MSTR coming soon. As you see the regression doesnt change much. The regression starts at the end of [----]. https://x.com/jv_finance/status/1944769143959384284 I backtested the BTC-on-lagged-M2 regression model this video shows how it performs in a forward-testing setup. The regression updates dynamically as new data comes in simulating real-time model behavior. The model remains stable over time making it ideal as a long-term https://t.co/cMt3Yfz9D7 https://x.com/jv_finance/status/1944769143959384284 I"  
[X Link](https://x.com/jv_finance/status/1944847723242643928)  2025-07-14T19:53Z [----] followers, [--] engagements


"I tested how the MSTRM2 correlation behaves in a live market environment heres the result. The regression changes only slightly and stays stable over time crucial for a high-quality model. Perfect for anyone seeking a clear outlook on $MSTR"  
[X Link](https://x.com/jv_finance/status/1944873070940053662)  2025-07-14T21:34Z [----] followers, 13.3K engagements


"@WBR_2021 MSTR follows BTC price thats the main driver"  
[X Link](https://x.com/jv_finance/status/1944982036516639194)  2025-07-15T04:47Z [----] followers, [--] engagements


"Where do you see $MSTR today"  
[X Link](https://x.com/jv_finance/status/1944998435888795677)  2025-07-15T05:52Z [----] followers, [----] engagements


"$BTC or $MSTR which is the better asset"  
[X Link](https://x.com/jv_finance/status/1945104311689543800)  2025-07-15T12:53Z [----] followers, [----] engagements


"@Bavarianfooty Why"  
[X Link](https://x.com/jv_finance/status/1945105445632241712)  2025-07-15T12:57Z [----] followers, [---] engagements


"#Bitcoin is very oversold right now we are most likely near the bottom. The upside is massive and liquidations are building up heavily above the price be prepared for a reversal Its looking very bullish over the next weeks to months"  
[X Link](https://x.com/jv_finance/status/1945153611903766679)  2025-07-15T16:08Z [----] followers, [----] engagements


"@Cryptopotter89 Neither just global liquidity. The assumption is that M2 drives BTC and BTC drives MSTR this is the result"  
[X Link](https://x.com/jv_finance/status/1945160034209440154)  2025-07-15T16:34Z [----] followers, [---] engagements


"@RealRemyDulay Its a regression between MSTR and M2. But thats just one of my fair value models Ive built three for MSTR so far"  
[X Link](https://x.com/jv_finance/status/1945170405460791514)  2025-07-15T17:15Z [----] followers, [---] engagements


"This is the $MSTR Power Law. To stay on track with the forecast $MSTR would need to continue tracking BTC with a 1.8x leverage just like it has so far. Although that's unlikely imo itll be fun to see if the lower boundary holds. Long way to go"  
[X Link](https://x.com/jv_finance/status/1945191640219492674)  2025-07-15T18:40Z [----] followers, 16K engagements


"@C9Praey The top boundary will most likely be way too high in the far future but the bottom to mid range might be reasonable"  
[X Link](https://x.com/jv_finance/status/1945194588479615457)  2025-07-15T18:51Z [----] followers, [---] engagements


"Fair value is rising strongly $MSTR will catch up sooner or later. The distance is around 20% thats nothing for $MSTR. Lets see it catch up"  
[X Link](https://x.com/jv_finance/status/1945207518537367558)  2025-07-15T19:43Z [----] followers, [----] engagements


"Rotated some of my #Bitcoin holdings into $ETH. It has shown strength over the past few weeks and might outperform at this stage of the cycle. This is a systematic approach and Ill rotate back to $BTC if my systems tell me to"  
[X Link](https://x.com/jv_finance/status/1945236057156473275)  2025-07-15T21:36Z [----] followers, [---] engagements


"I've seen both extremely bearish and extremely bullish sentiment around $MSTR lately. Lets open the discussion: Why are you bullish or bearish right now See you in the comments"  
[X Link](https://x.com/jv_finance/status/1945512398271508758)  2025-07-16T15:54Z [----] followers, [----] engagements


"This is the backtest of the hybrid fair-value model for $MSTR. This model is extremely powerful. It takes both M2 and BTC price into account the two main drivers of $MSTR. The projection bands widen the further out the forecast goes reflecting rising uncertainty over time"  
[X Link](https://x.com/jv_finance/status/1946240652997456180)  2025-07-18T16:08Z [----] followers, 10K engagements


"Lets look at what wouldve happened to $MSTR without the recent dilution: Price would be around $470 about 14% higher than now. mNAV would sit close to [--]. Yes dilution logically lowers performance but is 14% really that much to worry about You decide for yourself. Is stock dilution killing $MSTR Short answer: No. $MSTR has been a 1.77x leveraged #Bitcoin bet over the past years that hasnt changed. Its beta moves in cycles around the long-term average right now its underperforming. If you're holding for the long run this wont https://t.co/6wzVMaSfZ2 Is stock dilution killing $MSTR Short answer:"  
[X Link](https://x.com/jv_finance/status/1948142297427898549)  2025-07-23T22:04Z [----] followers, 23.3K engagements


"I still think this is just short-term underperformance of $MSTR like weve seen in the past. Sentiment is very bearish right now which could be a sign were near the bottom. I dont even want to know how many got shaken out because they couldnt manage their emotions. Lets look at what wouldve happened to $MSTR without the recent dilution: Price would be around $470 about 14% higher than now. mNAV would sit close to [--]. Yes dilution logically lowers performance but is 14% really that much to worry about You decide for yourself. https://t.co/G04aKkPCzf Lets look at what wouldve happened to $MSTR"  
[X Link](https://x.com/jv_finance/status/1948144430914928902)  2025-07-23T22:13Z [----] followers, [----] engagements


"Do you think $MSTR will bounce off the -1SD band That would help a lot of people whove lost conviction in MSTR over the past months sentiment is really bad right now. $486 is where MSTR should be a value gap of 17.1%"  
[X Link](https://x.com/jv_finance/status/1948502153267433893)  2025-07-24T21:54Z [----] followers, [----] engagements


"You have the right mindset if you get excited seeing dips like these its a discount #Bitcoin Send it lower take out the liquidations and make a new ATH. #Bitcoin https://t.co/EkI9h2uuYx Send it lower take out the liquidations and make a new ATH. #Bitcoin https://t.co/EkI9h2uuYx"  
[X Link](https://x.com/jv_finance/status/1948786198190678359)  2025-07-25T16:43Z [----] followers, [----] engagements


"Beautiful wick on #Bitcoin. My $115k limit order was just perfect. Did you buy as well"  
[X Link](https://x.com/jv_finance/status/1948851297110950089)  2025-07-25T21:02Z [----] followers, [----] engagements


"Current market situation for #Bitcoin: M2 suggests that #Bitcoin will likely grind higher at least until October. Were still massively undervalued right now which means a strong rally is also on the table. Yesterdays wick cleared some liquidations below. $114k remains a hot zone we might take that out before continuing higher. Many on-chain indicators have cooled off nicely giving Bitcoin room for the next leg up. Summary: Bitcoin will likely rise over the coming months. The long-term outlook is strong with M2 still trending upward. Downside is limited a drop below $110k seems highly unlikely"  
[X Link](https://x.com/jv_finance/status/1949029426148028841)  2025-07-26T08:50Z [----] followers, [----] engagements


"How many #Bitcoin would it take to retire in [--] years"  
[X Link](https://x.com/jv_finance/status/1949228516995661862)  2025-07-26T22:01Z [----] followers, [---] engagements


"Whats your all-time favourite book on economics"  
[X Link](https://x.com/jv_finance/status/1949229662850490510)  2025-07-26T22:05Z [----] followers, [---] engagements


"1/5 This cycles returns have been very stable so far with downside volatility dropping to all-time lows. Bear markets usually follow after excessive speculation which leads to the bubble bursting. We havent seen that so far"  
[X Link](https://x.com/jv_finance/status/1949907953500246437)  2025-07-28T19:00Z [----] followers, [----] engagements


"2/5 The second reason: ETFs. Around $150B are now held in #Bitcoin ETFs thats roughly 6.4% of the total supply. ETF holders tend to have a much longer time horizon than speculative traders. Many of them wont sell just because the price dips"  
[X Link](https://x.com/jv_finance/status/1949907957648674838)  2025-07-28T19:00Z [----] followers, [----] engagements


"3/5 Since [----] excessive money printing has taken over. M2 has grown by 7% per year for decades. This worked while yields were low but rates have surged since COVID. To monetize the debt more printing is needed a strong tailwind for monetary hedges like #Bitcoin"  
[X Link](https://x.com/jv_finance/status/1949907961427419198)  2025-07-28T19:01Z [----] followers, [---] engagements


"The EU just lost. $750B for U.S. energy $600B in investments into the U.S. 15% tariffs on EU imports to the U.S. 0% tariffs on U.S. imports to the EU Thats not a deal its a display of power. Trump wins"  
[X Link](https://x.com/jv_finance/status/1949913323362758880)  2025-07-28T19:22Z [----] followers, [----] engagements


"Just look at this price path. Would you be happy with #Bitcoin hitting $180K in October Thats about 50% higher than where we are right now. Id be very careful about being overly bearish here"  
[X Link](https://x.com/jv_finance/status/1950260676968017973)  2025-07-29T18:22Z [----] followers, [----] engagements


"Long liquidations taken out beautifully. 114K is still very hot be cautious. #Bitcoin"  
[X Link](https://x.com/jv_finance/status/1950640064221847939)  2025-07-30T19:30Z [----] followers, [----] engagements


"#Bitcoin volatility is at levels typically seen near market bottoms. Historically theres only one instance where such low volatility was followed by a drop instead of a significant price increase. It seems reasonable to assume were approaching a bottom"  
[X Link](https://x.com/jv_finance/status/1950646458346295514)  2025-07-30T19:55Z [----] followers, [----] engagements


"Model update: The gap is widening even further - $MSTR is currently sitting at the lower boudary. We might see a bounce into the earnings but I'm not sure if that sustains itself"  
[X Link](https://x.com/jv_finance/status/1950650274051416425)  2025-07-30T20:10Z [----] followers, [----] engagements


"@everythingderek Let's take out 113.5k first. Could be an intraday run-up to 117k afterwards"  
[X Link](https://x.com/jv_finance/status/1951221281912709605)  2025-08-01T09:59Z [----] followers, [--] engagements


"My $114K limit order just got filled Did you buy the #Bitcoin dip"  
[X Link](https://x.com/jv_finance/status/1951287104874414212)  2025-08-01T14:21Z [----] followers, [----] engagements


"Does this look familiar $MSTR diverging from $BTC on a downtrend has happened many times. I keep hearing no more ATHs for MSTR everywhere sentiment is in the gutter. No one who doubted MSTR has made money yet I think the bears will suffer. Again"  
[X Link](https://x.com/jv_finance/status/1951311829919023435)  2025-08-01T15:59Z [----] followers, [----] engagements


"Do we see #Bitcoin at $150000 by EOY yes or no"  
[X Link](https://x.com/jv_finance/status/1951315033222172870)  2025-08-01T16:12Z [----] followers, [----] engagements


"Do me a favor. Listen to one podcast with Michael Saylor. It will completely change how you see the world especially when it comes to #Bitcoin. "You will spend [-----] hours of your life trying to make money; it's worthwhile to spend [---] hours figuring out how to keep it." - Michael Saylor on #Bitcoin https://t.co/OYZlg9RrOM "You will spend [-----] hours of your life trying to make money; it's worthwhile to spend [---] hours figuring out how to keep it." - Michael Saylor on #Bitcoin https://t.co/OYZlg9RrOM"  
[X Link](https://x.com/jv_finance/status/1951722480684441620)  2025-08-02T19:11Z [----] followers, [----] engagements


"@Bank__28 Why is it dead if it doesn't go up"  
[X Link](https://x.com/jv_finance/status/1951761296933667116)  2025-08-02T21:45Z [----] followers, [--] engagements


"Take out $111K or does #Bitcoin make new ATHs soon"  
[X Link](https://x.com/jv_finance/status/1952845085697294644)  2025-08-05T21:32Z [----] followers, [----] engagements


"Do you seriously believe #Bitcoin is anywhere near the top right now"  
[X Link](https://x.com/jv_finance/status/1953578741864837582)  2025-08-07T22:07Z [----] followers, [----] engagements


"@MightyMax7777 @james92ral19 Why should that be the case"  
[X Link](https://x.com/jv_finance/status/1953948972529463638)  2025-08-08T22:38Z [----] followers, [--] engagements


"Will #Bitcoin catch up to its stock-to-flow value this cycle Its currently sitting at $420K"  
[X Link](https://x.com/jv_finance/status/1953950002486948029)  2025-08-08T22:42Z [----] followers, [----] engagements


"#Bitcoin is starting to move up from the lower boundary. Fair value is currently sitting at $135K a very realistic level to reach in the coming weeks. The direction over the coming months is likely up. Everything is looking very good Im bullish"  
[X Link](https://x.com/jv_finance/status/1954661529971720438)  2025-08-10T21:49Z [----] followers, [----] engagements


"Interesting to see that these signals perfectly bottom-ticked #Bitcoin the last three times. What followed was an average gain of 85% over the next three months. #Bitcoin has already started to move up and the target is sitting at $207K Im ready are you $MSTR is at oversold levels that have historically aligned with market bottoms. Since [----] this signal has appeared [--] times followed by an average gain of +260%. That would push the price to around $1300. https://t.co/hff2M6q09H $MSTR is at oversold levels that have historically aligned with market bottoms. Since [----] this signal has appeared"  
[X Link](https://x.com/jv_finance/status/1954663394088227260)  2025-08-10T21:57Z [----] followers, [----] engagements


"The #Bitcoin/#Gold Power-Law suggests this bull run hasnt even started yet. There are three scenarios if you expect price to hit the top zone (BTC/Gold-Ratio 160): - If gold stays at current levels #Bitcoin would need to reach $536K. - If gold drops 50% #Bitcoin would still have to hit $268K to top on this model. - For every $100 gold rises #Bitcoin must gain an additional $16K to reach the top"  
[X Link](https://x.com/jv_finance/status/1954903420290093349)  2025-08-11T13:51Z [----] followers, [----] engagements


"#Bitcoins returns have been far more stable this bull market compared to previous ones. While the average return is almost the same we havent seen the same wild volatility or sharp moves. Could this be the first signs of real adoption taking hold"  
[X Link](https://x.com/jv_finance/status/1955269372907278759)  2025-08-12T14:05Z [----] followers, [---] engagements


"#Bitcoin is doing great $MSTR is not. Many point to mNAV as the issue I disagree. mNAV reflects both BTC and MSTR price. With MSTR underperforming it drops. It will only rise if MSTR closes the fair-value gap. Dilution has little to do with it"  
[X Link](https://x.com/jv_finance/status/1955720807935627544)  2025-08-13T19:59Z [----] followers, 21.3K engagements


"Beautiful shake-out on #Bitcoin. Many liquidations cleared a few still below price so we might see a bit more downside. Price stays near the lower boundary itll get really interesting when #Bitcoin catches up to its fair value. Long-term is still looking very good"  
[X Link](https://x.com/jv_finance/status/1956073542979580158)  2025-08-14T19:20Z [----] followers, [----] engagements


"@Bitesgah Why is it unreasonable"  
[X Link](https://x.com/jv_finance/status/1956429871602688274)  2025-08-15T18:56Z [----] followers, [--] engagements

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