[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ryQuant Ryan There is significant buzz around $MSTR, with many users discussing its potential and comparing it to traditional investment vehicles. Some are drawing parallels between $MSTR's performance and that of other successful trades, highlighting its unique characteristics as a "friction-less business" with high margins and global reach. The conversation suggests growing investor confidence in $MSTR's strategy and potential for long-term success. ### Engagements: XXXXXX [#](/creator/twitter::1873600391562108928/interactions)  - X Week XXXXXXX +72% - X Month XXXXXXX +41% - X Months XXXXXXXXX +815% ### Mentions: XX [#](/creator/twitter::1873600391562108928/posts_active)  - X Week XX -XX% - X Month XXX +51% - X Months XXX +1,944% ### Followers: XXXXX [#](/creator/twitter::1873600391562108928/followers)  - X Week XXXXX +2.60% - X Month XXXXX +10% - X Months XXXXX +166% ### CreatorRank: XXXXXXX [#](/creator/twitter::1873600391562108928/influencer_rank)  ### Social Influence [#](/creator/twitter::1873600391562108928/influence) --- **Social category influence** [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) #2064 [finance](/list/finance) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [gaming](/list/gaming) [countries](/list/countries) [vc firms](/list/vc-firms) [celebrities](/list/celebrities) **Social topic influence** [$mstr](/topic/$mstr) #14, [mstr](/topic/mstr) #22, [strategy](/topic/strategy) #15, [saylor](/topic/saylor) #39, [bitcoin](/topic/bitcoin), [blackrock](/topic/blackrock), [spx](/topic/spx), [$mtplf](/topic/$mtplf), [delta](/topic/delta), [$asst](/topic/$asst) #6 **Top assets mentioned** [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [BlackRock Inc (BLK)](/topic/blackrock) [Metaplanet Inc. (MTPLF)](/topic/$mtplf) [Palantir (PLTR)](/topic/$pltr) [Strategy Incorporated (STRF)](/topic/$strf) [Strike (STRK)](/topic/$strk) [BlackCoin (BLK)](/topic/$blk) [StupidCoin (STUPID)](/topic/$stupid) [iShares BTC Trust (IBIT)](/topic/$ibit) [SPX6900 (SPX)](/topic/$spx) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Tesla, Inc. (TSLA)](/topic/$tsla) [Stride (STRD)](/topic/$strd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Vixco (VIX)](/topic/$vix) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) ### Top Social Posts [#](/creator/twitter::1873600391562108928/posts) --- Top posts by engagements in the last XX hours "@BitPaine optimal scenario: convince him to long $mstr STRK/STRF/STRD are the most compelling corporate activity in the US equity markets. (if not what is) @RealJimChanos"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1943108434125295824) 2025-07-10 00:42:06 UTC 8042 followers, 1822 engagements "@plantsyMN @IIICapital @BlackRock True much of this is index related activity and ETFs that are index exposure. And there are many different indices out there There are also actively managed mutual funds like you say Either way it's asset's that other people own not on the balance sheet of $BLK"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945908203340149114) 2025-07-17 18:07:23 UTC 8035 followers, XXX engagements "@BitStrategy21 @LaDoger21 "hey mom look at what my internet friends made" it's kinda crazy how our generation went from having friends on the internet for counter strike runescape halo X etc now we have friends online for investing. #mobileWave"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1944955199359213874) 2025-07-15 03:00:29 UTC 8065 followers, 7552 engagements "$MSTR is a Zero to One story. The rest of the BTCTC industry is a 1-n story"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945972100025688114) 2025-07-17 22:21:17 UTC 8064 followers, 15.3K engagements "@dotkrueger One thing is for sure. Satoshi would not be sitting on Twitter all day tweeting about themselves nonstop discussing how many followers they have never showing that they care about anyone other than themselves nor would he release a scam called $STUPID coin"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945492774658461887) 2025-07-16 14:36:37 UTC 8060 followers, 7789 engagements "Lot of moving pieces here. What catalyst causes the sentiment to come back into $MTPLF The days of 5-7x mNAV for $MTPLF might be over considering more and more and more companies especially from Japan are going to do this. I think the Twitter sentiment has yet to capitulate. I think $XXXX (the devils bottom like SPX $XXX bottom price in March 2009) is on the table. The market cap is already getting too big to continually benefit from manipulating base effect math"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946585452917731731) 2025-07-19 14:58:32 UTC 8065 followers, 1782 engagements "@pulte What have you individually accomplished this year @pulte Im so over this whole propaganda campaign against Powell. Hes the best Fed Chair weve had in decades and hes sharper than all of the Trump administration. Cry harder about rates you over spending losers"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945528195463430567) 2025-07-16 16:57:22 UTC 8052 followers, 8812 engagements "@MitchellHODL @saylor @MicroStrategy So do you still care about the proof of reserves issue The answer will SHOCK you. (No you never did you were just talking about what everyone else was talking about because other people were talking about it.)"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946249330509430909) 2025-07-18 16:42:54 UTC 8065 followers, 3222 engagements "@SullyMichaelvan $IBIT must be hitting their ATM"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945180692863967703) 2025-07-15 17:56:31 UTC 8023 followers, 3378 engagements "@theBTCMiningGuy @MitchellHODL @saylor @MicroStrategy Oh I would love to hear some substance on the specific reasons why and contrast that with the current SOP for $MSTR touch on all the necessary trade offs. Youre an advisor so I imagine this will be no issue for you"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946255694006788541) 2025-07-18 17:08:11 UTC 8050 followers, XXX engagements "Shorting options naked would be a recipe for disaster (LTCM & many such cases) No blow up risk in what @HermesLux does as his shares are covered My issue is (1) I dont roll options and (2) I dont want any of my $MSTR shares called away at $XXX when I think they are worth $1500 today with a conservative 30x PE multiple"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945887072553980345) 2025-07-17 16:43:25 UTC 8047 followers, XXX engagements "@Strategy 30-35 Delta even depending on Vol"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945940551234388284) 2025-07-17 20:15:55 UTC 8065 followers, 1451 engagements "@HermesLux Low & compressed IV Potential SPX inclusion Rates moving lower next XX months Feels like picking up Pennys in front of the the steamroller to sell the routine 30-40DTE Ten Deltaz here. (unless folks are down to roll out or up & out)"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945876608986017992) 2025-07-17 16:01:50 UTC 8045 followers, 2660 engagements "@cFukxijingping @BitStrategy21 This is important Vol and the STRK/STRF/STRD success are two separate ideas Whereas the convert buyers were more concerned about Vol dynamics I don't believe the perpetual bond buyers are"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1944792093928694185) 2025-07-14 16:12:22 UTC 8042 followers, XXX engagements "@saylor @Strategy "You and I have a rendezvous with destiny." - President Ronald Reagan on $MSTR flipping BlackRock in market cap potentially soon"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945618532735357419) 2025-07-16 22:56:20 UTC 8065 followers, 12.7K engagements "Lets not let $SPX ATH distract us from the fact that only X years ago Chamath was doing media stunts where he called *himself* and Social Capital the next Warren Buffett and Berkshire Hathaway. Very and I mean very shortly after this media tour Chamath went on to watch his SPACs reprice -XX% to -XXX% and he was manipulating his own numbers in his annual letter to help hide the losses. (No big wrong-doing there since Social Capital is private not a public company) At the time it was clear to me that we were closer to the top than the bottom. QE ZIRP huge MBS liquidity provided post Covid etc"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1940460271568671064) 2025-07-02 17:19:15 UTC 8065 followers, 8298 engagements "Does anyone have literature/videos regarding the bottom paragraph here The rate of increase in my $ASST equity and Leap purchases depends mostly on the bottom bullet. And it would be great to see income numbers from the top bullet. Zero concerns on middle bullet"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1942296795843027060) 2025-07-07 18:56:56 UTC 8027 followers, 3382 engagements "@MitchellHODL @saylor @MicroStrategy Is your brain fully developed yet Of course you dont have the capacity to respond on topic"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946256034403909917) 2025-07-18 17:09:32 UTC 8049 followers, XXX engagements "@theRealJzed @RealJimChanos Yes especially because revenue and earnings tend to be correlated"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946407611064373629) 2025-07-19 03:11:51 UTC 8065 followers, XXX engagements "🐻 $TSLA heres the reality that is not being discussed enough: The Robotaxi event in Austin last month was a disaster from an expectations perspective. (cue the 2015 tape of Elon saying by next year you can drive from LA to NYC with no interventions.) Fast forward a decade to the present day and only positive titled social media influencers (cringe) can participate in this event with a car that has a steering wheel (important context for those whove followed the company for a while) and a Tesla employee in the main passenger seat with hand gripped on some sort of programmable switch. I am by"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945043633042018750) 2025-07-15 08:51:53 UTC 8065 followers, 6250 engagements "@cadeskywalker @hillery_dan @JoshMandell6 Very bullish through 2026 as of now But also a vol data nerd and interested in seasonality Saving some dry powder here"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946292027328778476) 2025-07-18 19:32:34 UTC 8065 followers, XXX engagements "@LeeWinbush Whats the hardware stack for the cookware 👀"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1944563725475983734) 2025-07-14 01:04:55 UTC 8065 followers, XXX engagements "That's all fair I'm happy to be wrong and I do have respect for @ActuallyClimber I just simply disagree with a few assumptions or perspectives: -the absence of BTC $ Gain (size) -singular focus on BTC Yield (speed) -S=BPM using mNAV to solve for price -or using it as a future facing metric -markets price things in 6mo. in advance -exponential past is great how does it continue"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1944957527692861635) 2025-07-15 03:09:44 UTC 8022 followers, 9443 engagements "@JJWatt Genuine question 🫡 How do high profile athletes manage their investments Traditional Wall Street Or do you guys hire your own people"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946414949120745621) 2025-07-19 03:41:01 UTC 8064 followers, 4242 engagements "@Dmitriisms @ActuallyClimber Many folks think that BlackRock Vanguard State Street Schwab etc actually own these positions themselves when they are really more like custodians for ETFs Mutual Funds Retail etc Even Bobby Kennedy was promoting this inaccurate idea"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945877355324710958) 2025-07-17 16:04:48 UTC 8065 followers, XXX engagements "@JackC56170306 @RealJimChanos @Strategy @saylor I bet you are fun at dinner parties @Strategy's "products" are MSTR/STRK/STRF/STRD in addition to software products such as MicroStrategy One"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945929863837389042) 2025-07-17 19:33:27 UTC 8065 followers, XXX engagements "@thepowerfulHRV @Jason $MSTR Debt load and massive debt Are key signs that people have no idea what they are talking about. In relative terms MSTR has less debt as a % of MC than many 50-200bn companies. In absolute terms ITS ALL FUTURE EQUITY. All of it including pref. dividends"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1944769861298843765) 2025-07-14 14:44:01 UTC 8041 followers, 5765 engagements "@amitisinvesting I hope $MSTR reverse splits the stock. Make the units more scarce. Passive indexes central banks hedge funds HMWI etc may (will) buy them at any unit price hardcore retail may buy fractional shares"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945995109453136007) 2025-07-17 23:52:43 UTC 8064 followers, 4050 engagements "@PunterJeff Delta as a % would be insane for some of these: $PLTR PE Ratio is nearly 100x higher than $MSTR PE Ratio 🫨 (btw Palantir might as well not even be real. im convinced nobody knows whats going on with this business now nor the growth prospects due to OpSec)"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945088094023119215) 2025-07-15 11:48:34 UTC 8012 followers, 3319 engagements "Climb is wrong about several things specifically regarding the comparison between $MSTR and $MTPLF. I take it that since hes stopped DMing back that he has no interest in defending his thoughts in a live setting. Climb can be very misleading when talking about how premiums can and will exist given a difference in Yield only because size (BTC $ Gain) shockingly never enters the conversation. I wonder why Climb is great at making aesthetic charts that go up and to the right but he never explains how and why these exponentials can and will continue. (Because they cannot go on like that and a"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1944767053908635803) 2025-07-14 14:32:52 UTC 8065 followers, 59.2K engagements "@ActuallyClimber @DCondy75 @TreasuryReport BTC Yield was an $MSTR metric used to quantify the idea of the increase in bitcoin per share. The investor base bitcoin treasury companies is choosing to use BTC Yield as a *comparison metric. The problem is excluding the size BTC $ Gain"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1942293950309744716) 2025-07-07 18:45:38 UTC 8065 followers, 12.8K engagements "The tweet below is an organized list of my thoughts on $MTPLF as it pertains specifically to the $MSTR vs. $MTPLF comparison. I think both can do quite well. I also think the discussion around the nuance of comparing these X or any X BTC_TCs is worth having"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1944958340842266754) 2025-07-15 03:12:58 UTC 8021 followers, 8167 engagements ""Volatility reflects the difference between the world as we imagine it to be and the world that actually exists." - @vol_christopher"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945906240204521549) 2025-07-17 17:59:35 UTC 8064 followers, 1928 engagements "@fundstrat @BitMNR The significance of the chat GPT moment was massive overnight customer adoption & path to scale. Stablecoins will not be a huge user adoption story specifically in the west. Credit cards (and their rewards) plus Venmo + cash app + Zelle etc will be tough to disrupt"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945965613647827179) 2025-07-17 21:55:31 UTC 8065 followers, 3213 engagements "@theBTCMiningGuy @MitchellHODL @saylor @MicroStrategy I know you dont have the ability to answer the POR question hence youre saying something like this now completely unrelated and personal. Take care man. ✌"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946264276731416651) 2025-07-18 17:42:18 UTC 8049 followers, XXX engagements "Im really looking forward to discussing the growth of bitcoin treasury companies at @dotkruegers second annual Bitcoin Alpha event later this year. $MSTR"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945526359889252461) 2025-07-16 16:50:04 UTC 8041 followers, 9067 engagements ""Will @Strategy's STRK/STRF/STRD ever have an options market" "Options on prefs are rare but not impossible." Hopefully the big liquidity will be reason to grant an options market on the prefs. It would be great to sell XX Delta opportunistic CCs on STRK/STRF"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945940274859155863) 2025-07-17 20:14:50 UTC 8065 followers, 22.1K engagements "The bull case: STRK/STRF/STRD becomes a capital raising vehicle that exceeds the net income of the Mag7 companies first individually and then collectively. The bear case: STRK/STRF/STRD creates less than expected demand for a fixed income product that is better than US debt HY corpo bonds MBS money markets all real estate rentals etc All things considered especially the moat of 600k BTC & untouchable BTC $ Gain the range of outcomes for $MSTR is skewed massively to the upside"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1936863685139661124) 2025-06-22 19:07:42 UTC 8027 followers, 13.4K engagements "@BenWerkman The power of the Werkman influence:"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946310915198259221) 2025-07-18 20:47:37 UTC 8064 followers, 2014 engagements "@RealJimChanos Can we agree that $PLTR at 650x PE is a more grotesque valuation story than $MSTR at 2x mNAV. I get it those are two different metrics. But one is undeniably more extreme than the other"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946387474965782772) 2025-07-19 01:51:50 UTC 8065 followers, 1321 engagements "@bleighky Great context Yah real competition risk from many companies. Waymo (Google) Mobileye BYD etc these folks are on offense always"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945180141836959955) 2025-07-15 17:54:20 UTC 8008 followers, XXX engagements "Thats how Im interpreting some of the smaller ones too. However comma last week and this week Ive been on Zooms with my Mom getting her setup on her first brokerage account to buy $STRK and $STRF My point is @Strategy has made a product that is easy enough to communicate to my mother who has never financially invested in her life. And its mutually beneficial she gets the best FI products on the market and $MSTR buys more Bitcoin. All I had to do was say the Standard Oil & @Strategy comparison where Rockefeller and @saylor both took a crude & raw commodity and refined it into a state or a form"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945883026434756702) 2025-07-17 16:27:20 UTC 8064 followers, 8860 engagements "The knees bruised set the tone man You know where Im coming from If this was a real issue did you coincidentally wait until many others started talking about it because of mostly @JoshMandell6 who started it Why didnt you bring this up sooner Why are you not actively trying to get answers on this now It presents as opportunistic engagement farming hence you know where Im coming from"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946259953259585745) 2025-07-18 17:25:07 UTC 8066 followers, XXX engagements "@BenPhiat @BenWerkman @PunterJeff @ColeMacro @StriveFunds Would be great to see less memes and more comms on the operating business. $ASST"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946277839919329408) 2025-07-18 18:36:11 UTC 8065 followers, 2694 engagements "Every bitcoin treasury company has infinite bitcoin yield because they all started with X bitcoin at first. That is factually correct yet meaningless. All of the obscene BTC Yield numbers from SWC/BG/MP are already priced in. The easy money has already been made"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1944779821999079603) 2025-07-14 15:23:36 UTC 8041 followers, 6809 engagements "@MitchellHODL @saylor @MicroStrategy @JoshMandell6 Thanks Ill check this out"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946268517457936760) 2025-07-18 17:59:09 UTC 8065 followers, XXX engagements "From a seasonality only perspective we are right in the sweet spot for a top in risk assets and a bottom in the $VIX. I made the chart below X years ago and it's a lookback of the average VIX close each day of the past XX years with all necessary time adjustments made (accounting for weekends and holidays.) When looking at the year March and April especially on Wall Street brings the end of the cold winter and a warm/fun spring which I think at the human condition/psychology level creates conditions for optimism in markets. And this warm weather optimism tends to be fully "priced in" by the"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946286459557920973) 2025-07-18 19:10:26 UTC 8064 followers, 4025 engagements "Im pumped to be involved in the first ever Kotzman marathon event Ill be speaking at 8pm EST tonight about: -Potential impact of STRK/STRF/STRD -Vol as an asset class and how $MSTR is the first company (of my life at least) to fully embrace Volatility ⚡ ⚙"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1942618262904398203) 2025-07-08 16:14:20 UTC 8065 followers, 8564 engagements "@ActuallyClimber (holds on behalf of others)"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1945861133791105308) 2025-07-17 15:00:21 UTC 8041 followers, 4273 engagements "@thepowerfulHRV $SMLR = deep value company of the industry"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1944806614760087940) 2025-07-14 17:10:04 UTC 8036 followers, 2139 engagements "@Strategy what is there to celebrate job is not finished. $mstr"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1943699237344309672) 2025-07-11 15:49:45 UTC 8008 followers, 3703 engagements "Not including Size (BTC $ Gain) in addition to Speed (BTC Yield) Would be like taking the M out of F=MA (Force = Mass * Acceleration) $MSTR cc: @BitStrategy21 @PunterJeff"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1942294530029674516) 2025-07-07 18:47:56 UTC 8065 followers, 9480 engagements "@theBTCMiningGuy @MitchellHODL @saylor @MicroStrategy Great softball narrative stuff lol Bitcoin also carries risk that corporations dont Do you get how these are meaningless points with no substance around POR specifically on the trade offs between audits security disclosures penalties for lying etc"  [@ryQuant](/creator/x/ryQuant) on [X](/post/tweet/1946259179737653556) 2025-07-18 17:22:02 UTC 8042 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ryQuant Ryan
There is significant buzz around $MSTR, with many users discussing its potential and comparing it to traditional investment vehicles. Some are drawing parallels between $MSTR's performance and that of other successful trades, highlighting its unique characteristics as a "friction-less business" with high margins and global reach. The conversation suggests growing investor confidence in $MSTR's strategy and potential for long-term success.
Engagements: XXXXXX #
- X Week XXXXXXX +72%
- X Month XXXXXXX +41%
- X Months XXXXXXXXX +815%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +51%
- X Months XXX +1,944%
Followers: XXXXX #
- X Week XXXXX +2.60%
- X Month XXXXX +10%
- X Months XXXXX +166%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks cryptocurrencies #2064 finance technology brands social networks automotive brands gaming countries vc firms celebrities
Social topic influence $mstr #14, mstr #22, strategy #15, saylor #39, bitcoin, blackrock, spx, $mtplf, delta, $asst #6
Top assets mentioned Strategy (MSTR) Bitcoin (BTC) BlackRock Inc (BLK) Metaplanet Inc. (MTPLF) Palantir (PLTR) Strategy Incorporated (STRF) Strike (STRK) BlackCoin (BLK) StupidCoin (STUPID) iShares BTC Trust (IBIT) SPX6900 (SPX) Berkshire Hathaway Inc. (BRK.A) Tesla, Inc. (TSLA) Stride (STRD) Alphabet Inc Class A (GOOGL) Vixco (VIX) Semler Scientific, Inc. (SMLR)
Top Social Posts #
Top posts by engagements in the last XX hours
"@BitPaine optimal scenario: convince him to long $mstr STRK/STRF/STRD are the most compelling corporate activity in the US equity markets. (if not what is) @RealJimChanos"
@ryQuant on X 2025-07-10 00:42:06 UTC 8042 followers, 1822 engagements
"@plantsyMN @IIICapital @BlackRock True much of this is index related activity and ETFs that are index exposure. And there are many different indices out there There are also actively managed mutual funds like you say Either way it's asset's that other people own not on the balance sheet of $BLK" @ryQuant on X 2025-07-17 18:07:23 UTC 8035 followers, XXX engagements
"@BitStrategy21 @LaDoger21 "hey mom look at what my internet friends made" it's kinda crazy how our generation went from having friends on the internet for counter strike runescape halo X etc now we have friends online for investing. #mobileWave" @ryQuant on X 2025-07-15 03:00:29 UTC 8065 followers, 7552 engagements
"$MSTR is a Zero to One story. The rest of the BTCTC industry is a 1-n story" @ryQuant on X 2025-07-17 22:21:17 UTC 8064 followers, 15.3K engagements
"@dotkrueger One thing is for sure. Satoshi would not be sitting on Twitter all day tweeting about themselves nonstop discussing how many followers they have never showing that they care about anyone other than themselves nor would he release a scam called $STUPID coin" @ryQuant on X 2025-07-16 14:36:37 UTC 8060 followers, 7789 engagements
"Lot of moving pieces here. What catalyst causes the sentiment to come back into $MTPLF The days of 5-7x mNAV for $MTPLF might be over considering more and more and more companies especially from Japan are going to do this. I think the Twitter sentiment has yet to capitulate. I think $XXXX (the devils bottom like SPX $XXX bottom price in March 2009) is on the table. The market cap is already getting too big to continually benefit from manipulating base effect math" @ryQuant on X 2025-07-19 14:58:32 UTC 8065 followers, 1782 engagements
"@pulte What have you individually accomplished this year @pulte Im so over this whole propaganda campaign against Powell. Hes the best Fed Chair weve had in decades and hes sharper than all of the Trump administration. Cry harder about rates you over spending losers" @ryQuant on X 2025-07-16 16:57:22 UTC 8052 followers, 8812 engagements
"@MitchellHODL @saylor @MicroStrategy So do you still care about the proof of reserves issue The answer will SHOCK you. (No you never did you were just talking about what everyone else was talking about because other people were talking about it.)" @ryQuant on X 2025-07-18 16:42:54 UTC 8065 followers, 3222 engagements
"@SullyMichaelvan $IBIT must be hitting their ATM" @ryQuant on X 2025-07-15 17:56:31 UTC 8023 followers, 3378 engagements
"@theBTCMiningGuy @MitchellHODL @saylor @MicroStrategy Oh I would love to hear some substance on the specific reasons why and contrast that with the current SOP for $MSTR touch on all the necessary trade offs. Youre an advisor so I imagine this will be no issue for you" @ryQuant on X 2025-07-18 17:08:11 UTC 8050 followers, XXX engagements
"Shorting options naked would be a recipe for disaster (LTCM & many such cases) No blow up risk in what @HermesLux does as his shares are covered My issue is (1) I dont roll options and (2) I dont want any of my $MSTR shares called away at $XXX when I think they are worth $1500 today with a conservative 30x PE multiple" @ryQuant on X 2025-07-17 16:43:25 UTC 8047 followers, XXX engagements
"@Strategy 30-35 Delta even depending on Vol" @ryQuant on X 2025-07-17 20:15:55 UTC 8065 followers, 1451 engagements
"@HermesLux Low & compressed IV Potential SPX inclusion Rates moving lower next XX months Feels like picking up Pennys in front of the the steamroller to sell the routine 30-40DTE Ten Deltaz here. (unless folks are down to roll out or up & out)" @ryQuant on X 2025-07-17 16:01:50 UTC 8045 followers, 2660 engagements
"@cFukxijingping @BitStrategy21 This is important Vol and the STRK/STRF/STRD success are two separate ideas Whereas the convert buyers were more concerned about Vol dynamics I don't believe the perpetual bond buyers are" @ryQuant on X 2025-07-14 16:12:22 UTC 8042 followers, XXX engagements
"@saylor @Strategy "You and I have a rendezvous with destiny." - President Ronald Reagan on $MSTR flipping BlackRock in market cap potentially soon" @ryQuant on X 2025-07-16 22:56:20 UTC 8065 followers, 12.7K engagements
"Lets not let $SPX ATH distract us from the fact that only X years ago Chamath was doing media stunts where he called himself and Social Capital the next Warren Buffett and Berkshire Hathaway. Very and I mean very shortly after this media tour Chamath went on to watch his SPACs reprice -XX% to -XXX% and he was manipulating his own numbers in his annual letter to help hide the losses. (No big wrong-doing there since Social Capital is private not a public company) At the time it was clear to me that we were closer to the top than the bottom. QE ZIRP huge MBS liquidity provided post Covid etc" @ryQuant on X 2025-07-02 17:19:15 UTC 8065 followers, 8298 engagements
"Does anyone have literature/videos regarding the bottom paragraph here The rate of increase in my $ASST equity and Leap purchases depends mostly on the bottom bullet. And it would be great to see income numbers from the top bullet. Zero concerns on middle bullet" @ryQuant on X 2025-07-07 18:56:56 UTC 8027 followers, 3382 engagements
"@MitchellHODL @saylor @MicroStrategy Is your brain fully developed yet Of course you dont have the capacity to respond on topic" @ryQuant on X 2025-07-18 17:09:32 UTC 8049 followers, XXX engagements
"@theRealJzed @RealJimChanos Yes especially because revenue and earnings tend to be correlated" @ryQuant on X 2025-07-19 03:11:51 UTC 8065 followers, XXX engagements
"🐻 $TSLA heres the reality that is not being discussed enough: The Robotaxi event in Austin last month was a disaster from an expectations perspective. (cue the 2015 tape of Elon saying by next year you can drive from LA to NYC with no interventions.) Fast forward a decade to the present day and only positive titled social media influencers (cringe) can participate in this event with a car that has a steering wheel (important context for those whove followed the company for a while) and a Tesla employee in the main passenger seat with hand gripped on some sort of programmable switch. I am by" @ryQuant on X 2025-07-15 08:51:53 UTC 8065 followers, 6250 engagements
"@cadeskywalker @hillery_dan @JoshMandell6 Very bullish through 2026 as of now But also a vol data nerd and interested in seasonality Saving some dry powder here" @ryQuant on X 2025-07-18 19:32:34 UTC 8065 followers, XXX engagements
"@LeeWinbush Whats the hardware stack for the cookware 👀" @ryQuant on X 2025-07-14 01:04:55 UTC 8065 followers, XXX engagements
"That's all fair I'm happy to be wrong and I do have respect for @ActuallyClimber I just simply disagree with a few assumptions or perspectives: -the absence of BTC $ Gain (size) -singular focus on BTC Yield (speed) -S=BPM using mNAV to solve for price -or using it as a future facing metric -markets price things in 6mo. in advance -exponential past is great how does it continue" @ryQuant on X 2025-07-15 03:09:44 UTC 8022 followers, 9443 engagements
"@JJWatt Genuine question 🫡 How do high profile athletes manage their investments Traditional Wall Street Or do you guys hire your own people" @ryQuant on X 2025-07-19 03:41:01 UTC 8064 followers, 4242 engagements
"@Dmitriisms @ActuallyClimber Many folks think that BlackRock Vanguard State Street Schwab etc actually own these positions themselves when they are really more like custodians for ETFs Mutual Funds Retail etc Even Bobby Kennedy was promoting this inaccurate idea" @ryQuant on X 2025-07-17 16:04:48 UTC 8065 followers, XXX engagements
"@JackC56170306 @RealJimChanos @Strategy @saylor I bet you are fun at dinner parties @Strategy's "products" are MSTR/STRK/STRF/STRD in addition to software products such as MicroStrategy One" @ryQuant on X 2025-07-17 19:33:27 UTC 8065 followers, XXX engagements
"@thepowerfulHRV @Jason $MSTR Debt load and massive debt Are key signs that people have no idea what they are talking about. In relative terms MSTR has less debt as a % of MC than many 50-200bn companies. In absolute terms ITS ALL FUTURE EQUITY. All of it including pref. dividends" @ryQuant on X 2025-07-14 14:44:01 UTC 8041 followers, 5765 engagements
"@amitisinvesting I hope $MSTR reverse splits the stock. Make the units more scarce. Passive indexes central banks hedge funds HMWI etc may (will) buy them at any unit price hardcore retail may buy fractional shares" @ryQuant on X 2025-07-17 23:52:43 UTC 8064 followers, 4050 engagements
"@PunterJeff Delta as a % would be insane for some of these: $PLTR PE Ratio is nearly 100x higher than $MSTR PE Ratio 🫨 (btw Palantir might as well not even be real. im convinced nobody knows whats going on with this business now nor the growth prospects due to OpSec)" @ryQuant on X 2025-07-15 11:48:34 UTC 8012 followers, 3319 engagements
"Climb is wrong about several things specifically regarding the comparison between $MSTR and $MTPLF. I take it that since hes stopped DMing back that he has no interest in defending his thoughts in a live setting. Climb can be very misleading when talking about how premiums can and will exist given a difference in Yield only because size (BTC $ Gain) shockingly never enters the conversation. I wonder why Climb is great at making aesthetic charts that go up and to the right but he never explains how and why these exponentials can and will continue. (Because they cannot go on like that and a" @ryQuant on X 2025-07-14 14:32:52 UTC 8065 followers, 59.2K engagements
"@ActuallyClimber @DCondy75 @TreasuryReport BTC Yield was an $MSTR metric used to quantify the idea of the increase in bitcoin per share. The investor base bitcoin treasury companies is choosing to use BTC Yield as a *comparison metric. The problem is excluding the size BTC $ Gain" @ryQuant on X 2025-07-07 18:45:38 UTC 8065 followers, 12.8K engagements
"The tweet below is an organized list of my thoughts on $MTPLF as it pertains specifically to the $MSTR vs. $MTPLF comparison. I think both can do quite well. I also think the discussion around the nuance of comparing these X or any X BTC_TCs is worth having" @ryQuant on X 2025-07-15 03:12:58 UTC 8021 followers, 8167 engagements
""Volatility reflects the difference between the world as we imagine it to be and the world that actually exists." - @vol_christopher" @ryQuant on X 2025-07-17 17:59:35 UTC 8064 followers, 1928 engagements
"@fundstrat @BitMNR The significance of the chat GPT moment was massive overnight customer adoption & path to scale. Stablecoins will not be a huge user adoption story specifically in the west. Credit cards (and their rewards) plus Venmo + cash app + Zelle etc will be tough to disrupt" @ryQuant on X 2025-07-17 21:55:31 UTC 8065 followers, 3213 engagements
"@theBTCMiningGuy @MitchellHODL @saylor @MicroStrategy I know you dont have the ability to answer the POR question hence youre saying something like this now completely unrelated and personal. Take care man. ✌" @ryQuant on X 2025-07-18 17:42:18 UTC 8049 followers, XXX engagements
"Im really looking forward to discussing the growth of bitcoin treasury companies at @dotkruegers second annual Bitcoin Alpha event later this year. $MSTR" @ryQuant on X 2025-07-16 16:50:04 UTC 8041 followers, 9067 engagements
""Will @Strategy's STRK/STRF/STRD ever have an options market" "Options on prefs are rare but not impossible." Hopefully the big liquidity will be reason to grant an options market on the prefs. It would be great to sell XX Delta opportunistic CCs on STRK/STRF" @ryQuant on X 2025-07-17 20:14:50 UTC 8065 followers, 22.1K engagements
"The bull case: STRK/STRF/STRD becomes a capital raising vehicle that exceeds the net income of the Mag7 companies first individually and then collectively. The bear case: STRK/STRF/STRD creates less than expected demand for a fixed income product that is better than US debt HY corpo bonds MBS money markets all real estate rentals etc All things considered especially the moat of 600k BTC & untouchable BTC $ Gain the range of outcomes for $MSTR is skewed massively to the upside" @ryQuant on X 2025-06-22 19:07:42 UTC 8027 followers, 13.4K engagements
"@BenWerkman The power of the Werkman influence:" @ryQuant on X 2025-07-18 20:47:37 UTC 8064 followers, 2014 engagements
"@RealJimChanos Can we agree that $PLTR at 650x PE is a more grotesque valuation story than $MSTR at 2x mNAV. I get it those are two different metrics. But one is undeniably more extreme than the other" @ryQuant on X 2025-07-19 01:51:50 UTC 8065 followers, 1321 engagements
"@bleighky Great context Yah real competition risk from many companies. Waymo (Google) Mobileye BYD etc these folks are on offense always" @ryQuant on X 2025-07-15 17:54:20 UTC 8008 followers, XXX engagements
"Thats how Im interpreting some of the smaller ones too. However comma last week and this week Ive been on Zooms with my Mom getting her setup on her first brokerage account to buy $STRK and $STRF My point is @Strategy has made a product that is easy enough to communicate to my mother who has never financially invested in her life. And its mutually beneficial she gets the best FI products on the market and $MSTR buys more Bitcoin. All I had to do was say the Standard Oil & @Strategy comparison where Rockefeller and @saylor both took a crude & raw commodity and refined it into a state or a form" @ryQuant on X 2025-07-17 16:27:20 UTC 8064 followers, 8860 engagements
"The knees bruised set the tone man You know where Im coming from If this was a real issue did you coincidentally wait until many others started talking about it because of mostly @JoshMandell6 who started it Why didnt you bring this up sooner Why are you not actively trying to get answers on this now It presents as opportunistic engagement farming hence you know where Im coming from" @ryQuant on X 2025-07-18 17:25:07 UTC 8066 followers, XXX engagements
"@BenPhiat @BenWerkman @PunterJeff @ColeMacro @StriveFunds Would be great to see less memes and more comms on the operating business. $ASST" @ryQuant on X 2025-07-18 18:36:11 UTC 8065 followers, 2694 engagements
"Every bitcoin treasury company has infinite bitcoin yield because they all started with X bitcoin at first. That is factually correct yet meaningless. All of the obscene BTC Yield numbers from SWC/BG/MP are already priced in. The easy money has already been made" @ryQuant on X 2025-07-14 15:23:36 UTC 8041 followers, 6809 engagements
"@MitchellHODL @saylor @MicroStrategy @JoshMandell6 Thanks Ill check this out" @ryQuant on X 2025-07-18 17:59:09 UTC 8065 followers, XXX engagements
"From a seasonality only perspective we are right in the sweet spot for a top in risk assets and a bottom in the $VIX. I made the chart below X years ago and it's a lookback of the average VIX close each day of the past XX years with all necessary time adjustments made (accounting for weekends and holidays.) When looking at the year March and April especially on Wall Street brings the end of the cold winter and a warm/fun spring which I think at the human condition/psychology level creates conditions for optimism in markets. And this warm weather optimism tends to be fully "priced in" by the" @ryQuant on X 2025-07-18 19:10:26 UTC 8064 followers, 4025 engagements
"Im pumped to be involved in the first ever Kotzman marathon event Ill be speaking at 8pm EST tonight about: -Potential impact of STRK/STRF/STRD -Vol as an asset class and how $MSTR is the first company (of my life at least) to fully embrace Volatility ⚡ ⚙" @ryQuant on X 2025-07-08 16:14:20 UTC 8065 followers, 8564 engagements
"@ActuallyClimber (holds on behalf of others)" @ryQuant on X 2025-07-17 15:00:21 UTC 8041 followers, 4273 engagements
"@thepowerfulHRV $SMLR = deep value company of the industry" @ryQuant on X 2025-07-14 17:10:04 UTC 8036 followers, 2139 engagements
"@Strategy what is there to celebrate job is not finished. $mstr" @ryQuant on X 2025-07-11 15:49:45 UTC 8008 followers, 3703 engagements
"Not including Size (BTC $ Gain) in addition to Speed (BTC Yield) Would be like taking the M out of F=MA (Force = Mass * Acceleration) $MSTR cc: @BitStrategy21 @PunterJeff" @ryQuant on X 2025-07-07 18:47:56 UTC 8065 followers, 9480 engagements
"@theBTCMiningGuy @MitchellHODL @saylor @MicroStrategy Great softball narrative stuff lol Bitcoin also carries risk that corporations dont Do you get how these are meaningless points with no substance around POR specifically on the trade offs between audits security disclosures penalties for lying etc" @ryQuant on X 2025-07-18 17:22:02 UTC 8042 followers, XXX engagements