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![PunterJeff Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::500601961.png) Jeff Walton [@PunterJeff](/creator/twitter/PunterJeff) on x 53.2K followers
Created: 2025-06-25 04:04:24 UTC

$MSTR's preferred instruments $STRF / $STRK / $STRD have a Total Addressable Market (TAM) of ~ $XXX TRILLION

XXX% of the Bond market
XX% of the Real Estate market (Held for Fixed Income)
XX% of the Money market ($STRF - Risk Free)
XX% of the Equity market (Held for Dividends)
X% of Art
X% of Gold

There is no other company on the planet with a TAM that large, and they have a 12x collateral moat of Bitcoin

Strategy is going to be the largest company on the planet, by an order of magnitude.

h/t @Croesus_BTC for the Total Global Asset chart

![](https://pbs.twimg.com/media/GuQqL1naEAA-8h7.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1937723524363452505/c:line.svg)

**Related Topics**
[strd](/topic/strd)
[strk](/topic/strk)
[primary market](/topic/primary-market)
[stocks](/topic/stocks)
[money](/topic/money)
[alternative investment](/topic/alternative-investment)
[fixed income](/topic/fixed-income)
[coins real estate](/topic/coins-real-estate)

[Post Link](https://x.com/PunterJeff/status/1937723524363452505)