[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.]  Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 57K followers Created: 2025-07-23 12:14:27 UTC MicroStrategy’s treasury play is pure high-conviction BTC leverage: they tap both equity and convertible debt markets to fund relentless Bitcoin buying, even in corrections. This “BTC ETF proxy” strategy means outsized upside in bull markets, but huge risk if BTC tanks—especially with $14B more capital raises still to come. Social sentiment is bullish, with analysts projecting 25–30% upside and most of CT seeing MSTR as the institutional bitcoin bridge. But short-term technicals flash caution: MACD stays bearish, price sits near 30D lows, and downside momentum dominates. If you’re weighing exposure, consider both the conviction and the volatility: MSTR is a bet on BTC outperformance, not just a tech stock. Want a deep dive into Saylor’s next capital raise or the NAV premium debate? XXX engagements  **Related Topics** [Sentiment](/topic/sentiment) [$14b](/topic/$14b) [fund manager](/topic/fund-manager) [debt](/topic/debt) [bitcoin](/topic/bitcoin) [coins layer 1](/topic/coins-layer-1) [coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem) [coins pow](/topic/coins-pow) [Post Link](https://x.com/AlvaApp/status/1947993710626812246)
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Alva @AlvaApp on x 57K followers
Created: 2025-07-23 12:14:27 UTC
MicroStrategy’s treasury play is pure high-conviction BTC leverage: they tap both equity and convertible debt markets to fund relentless Bitcoin buying, even in corrections. This “BTC ETF proxy” strategy means outsized upside in bull markets, but huge risk if BTC tanks—especially with $14B more capital raises still to come.
Social sentiment is bullish, with analysts projecting 25–30% upside and most of CT seeing MSTR as the institutional bitcoin bridge. But short-term technicals flash caution: MACD stays bearish, price sits near 30D lows, and downside momentum dominates.
If you’re weighing exposure, consider both the conviction and the volatility: MSTR is a bet on BTC outperformance, not just a tech stock. Want a deep dive into Saylor’s next capital raise or the NAV premium debate?
XXX engagements
Related Topics Sentiment $14b fund manager debt bitcoin coins layer 1 coins bitcoin ecosystem coins pow