Columns:
| # | Tweet | User | Followers | Views โผ | Ratio | Engagement | Posted |
|---|---|---|---|---|---|---|---|
| 1 | [video] JUST IN: Strategy $MSTR CEO Phong Le just said, "I bought $250,000 of Stretch $STRC just last week."
"I have a 1.75% 30-year mortgage. Instead of paying down that mortgage, I put it into an instrument that pays me 11.5%. Thatโs 10x my mortgage rate." | @BTCtreasuries โ | 36.8K | 241.8K | 6.6x | 3.2K | Apr 7 |
| 2 | [video] Michael Saylor just made a STATEMENT.
Buy #102: $1.28 BILLION deployed in 7 days.
๐ The numbers:
- @Strategy bought: 17,994 BTC
- Miners produced: 3,150 BTC
- MSTR captured: 571% of weekly supply
๐ฅ The flex:
Strategy bought as much Bitcoin THIS WEEK
as miner RIOT holds in | @TylerCompiler โ | 1.8K | 203.2K | 115.1x | 1.2K | Mar 9 |
| 3 | [image] JUST IN: Strategy $MSTR buys an additional 17,994 #Bitcoin and now holds a total of 738,731 BTC.
๐ธBitcoin 100 Ranking: 1๐๐ธ | @BTCtreasuries โ | 36.5K | 183.4K | 5.0x | 201 | Mar 9 |
| 4 | [image] ARE YOU PEOPLE AWAKE?
THIS PACE IS 1,860,000 BITCOIN ACQUIRED PER YEAR.
YES.
1.86 MILLION. WITH AN M.
THIS IS THE BIGGEST STORY IN THE HISTORY OF FINANCE: | @AdamBLiv โ | 76.4K | 103.1K | 1.3x | 1.3K | Mar 10 |
| 5 | [image] Wait a second? Saylor is now back above his cost basis at Strategyโฆ I was told he was going to be liquidated?
๐ค | @AdamBLiv โ | 76.0K | 99.8K | 1.3x | 3.5K | Mar 4 |
| 6 | [image] ๐ฅSAYLOR ALREADY WON THE GAME๐ฅ
Saylor just said on Natalie Brunell that he expects Bitcoin to go up 29% per year for the next 20 years.
If that turns out to be true, his $46.15 billion Bitcoin hoard would be worth about $7.52 trillion after 20 years.
If he buys another | @AdamBLiv โ | 75.5K | 80.9K | 1.1x | 1.4K | Feb 24 |
| 7 | [image] JUST IN: The world's third-largest pension fund, South Korea's National Pension Service (NPS), has increased its position in #Bitcoin treasury company Strategy $MSTR by 20% to 614,409 shares ($83.2 million). | @BTCtreasuries โ | 36.3K | 72.1K | 2.0x | 187 | Feb 26 |
| 8 | [image] JUST IN: $662 billion Jane Street just disclosed they bought 785,224 more #Bitcoin treasury company Strategy $MSTR shares and now holds a total of 951,187 shares ($121 million).
473% position increase. They know what's coming ๐ | @BTCtreasuries โ | 35.9K | 71.0K | 2.0x | 1.0K | Feb 23 |
| 9 | [image] JUST IN: Strategy $MSTR CEO Phong Le has bought 2,509 perpetual preferred stock Stretch $STRC shares at an average price of $99.62 for $249,947. | @BTCtreasuries โ | 36.8K | 61.7K | 1.7x | 1.2K | Mar 24 |
| 10 | [text] Robinhood should adopt $STRC.
They currently pay 3.35% on uninvested cash.
Instead they could:
โข Sweep idle cash into $STRC (~11.5%)
โข Pay users 5.75%
โข Keep 5.75%
Users get a higher yield. $HOOD doubles its spread.
The fintech that figures this out first wins. @vladtenev | @BTCoptioneer โ | 2.1K | 61.2K | 29.0x | 1.4K | Mar 12 |
| 11 | [image] LMAO at all the people who think STRC is NOT the Bitcoin singularity.
You are all facing MASSIVE ASYMMETRY of information here and the world is ASLEEP.
What's going to happen when STRC is 5% vol and under PERMANENTLY and you can use cheap DeFi borrow to lever it 3x for 30% | @AdamBLiv โ | 75.6K | 52.7K | 0.7x | 948 | Feb 26 |
| 12 | [image] STRK now has a higher effective yield than STRC...
...AND you get the upside after MSTR moons.
Crazy deal here... we've never seen this opportunity with STRK. | @AdamBLiv โ | 77.7K | 51.7K | 0.7x | 678 | Mar 30 |
| 13 | [video] JUST IN: Strategy's Michael Saylor just said, "If you're a #Bitcoin maxi and you want to outperform BTC, then you buy Strategy $MSTR equity."
"If you want a comfortable ride and get paid four times more than the bank or a money market would pay you, buy Stretch $STRC." | @BTCtreasuries โ | 36.8K | 45.8K | 1.2x | 158 | Mar 27 |
| 14 | [image] STRC will be printing Bitcoin all week.
The amplification of Bitcoin is leading to a 22% premium on EV mNAV basis.
These two forces will allow MSTR to raise another few hundred million this week.
There will be a bigger Bitcoin buy next week.
1 million BTC by end of year | @AdamBLiv โ | 75.9K | 41.2K | 0.5x | 563 | Mar 2 |
| 15 | [image] JUST IN: $880 billion asset manager AllianceBernstein has reiterated buy rating on #Bitcoin treasury company Strategy $MSTR with a price target of $450. | @BTCtreasuries โ | 36.8K | 38.7K | 1.1x | 215 | Mar 25 |
| 16 | [image] STRC is back at $100 and we have 10.5 trading days until the next dividend record date.
This will likely be the most consistent stretch of the STRC Bitcoin money printer humming along.
BULLISH. | @AdamBLiv โ | 75.7K | 37.8K | 0.5x | 741 | Feb 27 |
| 17 | [image] Insane. With 10-year US treasuries dropping sub 4% yield, $STRC is 7.5% greater than the โrisk freeโ rate AND itโs return of capital dividends so not capital gainsโฆ.
@Saylor is ruthless. Raising the dividend with $STRC closing the month at par.
He doesnโt want $STRC sometimes | @RHodls โ | 8.2K | 37.5K | 4.6x | 595 | Mar 1 |
| 18 | [image] If you bought MSTR 15 months ago on December 31st, 2024...
...your shares now carry 27% more Bitcoin exposure.
And your shares are 34% amplified Bitcoin.
Think you're just riding the price? You are riding a larger claim on the stack. With leverage.
When Bitcoin goes to $200k | @AdamBLiv โ | 77.0K | 36.7K | 0.5x | 510 | Mar 19 |
| 19 | [image] DID STRATEGY JUST BUY 14,700 BITCOIN IN ONE DAY?!?!? ๐คฏ | @AdamBLiv โ | 76.7K | 35.9K | 0.5x | 648 | Mar 12 |
| 20 | [image] $MSTR mNAV keeps going higher, 1.22x now
Probably nothing
๐ฅ๐ฅ๐ฅ๐ฅ | @cryptogems555 โ | 441.2K | 34.7K | 0.1x | 344 | Feb 21 |
| 21 | [image] MSTR a 50x in 10 years with no additional Bitcoin purchases and no Bitcoin bull runs: | @AdamBLiv โ | 77.7K | 32.9K | 0.4x | 238 | Mar 29 |
| 22 | [image] JUST IN: $199 billion VanEck's Preferred Securities ex Financials ETF (PFXF) just disclosed they bought 1.27 million ($127 million) Strategy's perpetual preferred stock Stretch $STRC.
This is 6% of its net assets in digital credit ๐ฅ | @BTCtreasuries โ | 36.8K | 31.9K | 0.9x | 483 | Apr 7 |
| 23 | [image] ๐ฅSTRATEGY BALANCE SHEET STRESS TEST๐ฅ
BTC holdings: 717,722 BTC
BTC price (base): $66,996
Cash reserve: $2.25B
Debt: $8.254B
Preferred stack: $8.459B
Annual preferred dividends: $904M
Total fixed stack (Debt + Pref): $16.713B
What the math says:
Cash-only runway: 29.9 months | @AdamBLiv โ | 75.8K | 31.7K | 0.4x | 661 | Mar 1 |
| 24 | [image] In the Matrix, humans were batteries.
In this one, youโre a yield source for governments refinancing $50 trillion in debt.
Saylor just extended his hand.
Orange capsule. Hard supply. No mercy. | @AdamBLiv โ | 75.1K | 29.2K | 0.4x | 743 | Feb 20 |
| 25 | [text] Strategy has acquired 267,624 BTC ever since the issuance of STRK.
That means they have also acquired over a quarter million Bitcoin ever since the critics said they didn't have EBITDA to pay the dividends.
That's interesting, isn't it?
How many months of zero missed dividends | @AdamBLiv โ | 76.8K | 28.4K | 0.4x | 448 | Mar 14 |
| 26 | [image] JUST IN: $5.6 trillion State Street Corporation just disclosed they bought 138,253 more #Bitcoin treasury company Strategy $MSTR shares and now holds a total of 6.12 million shares ($775 million). | @BTCtreasuries โ | 35.8K | 28.3K | 0.8x | 549 | Feb 19 |
| 27 | [image] JUST IN: Strategy's Stretch $STRC is estimated to have raised enough money to buy 2,724 BTC yesterday.
That's 5x more than what was mined yesterday ๐คฏ๐ฅ | @BTCtreasuries โ | 36.9K | 27.7K | 0.8x | 542 | Apr 1 |
| 28 | [image] Multiples come and go.
The 1x mNAV floor rises forever.
Buying more $MSTR. | @AdamBLiv โ | 78.0K | 27.2K | 0.3x | 744 | Apr 6 |
| 29 | [image] STRATEGY WILL BE WORTH TRILLIONS.
762,099 BTC.
$51 billion in reserve.
$41 billion market cap.
Read that again.
Strategy's Bitcoin is worth more than the entire company.
The stock is trading at a discount to a pile of the hardest money ever created.
Now zoom out.
Bitcoin | @AdamBLiv โ | 78.0K | 26.3K | 0.3x | 382 | Apr 3 |
| 30 | [image] HUGE MSTR BUY SIGNAL:
BTC is sitting at 1.12ร its 200-week moving average right now.
I went back and looked at every time this has happened before.
The forward returns are absolutely unhinged.
First, some context:
BTC: $66,337
200 WMA: $59,063
Ratio: 1.12ร
This is NOT | @AdamBLiv โ | 77.6K | 23.0K | 0.3x | 245 | Mar 27 |
| 31 | [image] It is literally IMPOSSIBLE to be bearish on Strategy after reading this.
THE MOST VALUABLE COMPANY IN THE WORLD.
BY FAR. | @AdamBLiv โ | 76.9K | 19.2K | 0.2x | 158 | Mar 18 |
| 32 | [image] โOnce I understood Bitcoin, I would go to bed with anxiety at night feeling short because I worry that somebody else will figure out what I figured out and would buy it all and I wouldnโt be able to buy anymoreโ @saylor
He was not lying guys. โก๏ธ | @AAStack โ | 12.7K | 18.5K | 1.5x | 930 | Mar 10 |
| 33 | [text] 1 million BTC by September.
2 million BTC by end of 2027. | @AdamBLiv โ | 76.7K | 17.1K | 0.2x | 360 | Mar 13 |
| 34 | [image] JUST IN: #Bitcoin treasury company Strategy's perpetual preferred stock Stretch $STRC recorded $150 million in trading volume above $100 par yesterday.
Estimated to fund 760 BTC buy. Nothing can stop Saylor ๐ฅ | @BTCtreasuries โ | 36.4K | 17.0K | 0.5x | 935 | Mar 5 |
| 35 | [image] STRC is eating the daily miner supply like BITCOIN PAC-MAN. | @AdamBLiv โ | 78.0K | 17.0K | 0.2x | 262 | Apr 2 |
| 36 | [image] $MSTR @Strategy is only a few weeks away from delivering some very bad news to the bears...
We told them...
ENJOY THE RUN | @cryptogems555 โ | 442.2K | 16.8K | 0.0x | 325 | Mar 9 |
| 37 | [image] JUST IN: #Bitcoin treasury company @Strategy $MSTR daily trading volume is now higher than financial giant JP Morgan's.
PROBABLY NOTHING
๐๐๐๐ | @cryptogems555 โ | 442.1K | 16.7K | 0.0x | 296 | Mar 10 |
| 38 | [image] JUST IN: Michael Saylor's Strategy $MSTR has already bought more #Bitcoin this year than Jack Mallers' Twenty One Capital's entire BTC stack. | @BTCtreasuries โ | 35.8K | 16.6K | 0.5x | 244 | Feb 18 |
| 39 | [image] ๐จ ALERT: Looks like Strategy is about to scoop up AT LEAST 50,000 #Bitcoin EVERY MONTH! ๐ฑ
Even in the darkest bear market, this beast is roaring. Y'all aren't ready for the bull stampede! ๐
Shit's about to go WILD. $STRC gonna rocket BTC to $1M! ๐ฅ๐
Who else is HODLing | @cryptogems555 โ | 442.2K | 16.4K | 0.0x | 274 | Mar 13 |
| 40 | [image] More STRC issuance is incredibly bullish for Strategy because it rapidly shrinks convertible debt as a percentage of enterprise value.
S&P Global slapped the company with a B- credit rating and clearly does not love the debt stack.
Digital credit sales can steadily dilute that | @AdamBLiv โ | 76.8K | 16.2K | 0.2x | 224 | Mar 15 |
| 41 | [image] Strategy has raised, on average, about $134.3 million PER TRADING DAY so far in 2026.
Total, complete, utter domination.
Victory is inevitable. | @AdamBLiv โ | 78.0K | 15.2K | 0.2x | 233 | Apr 5 |
| 42 | [image] STRC MADNESS IS UPON US.
We still have all of next week before the ex. div date too.
I imagine we will be back to par immediately after that and have another full month of capital raising at the 11.5% rate.
WE ARE GOING TO THE MOON.
$MSTR | @AdamBLiv โ | 76.1K | 14.6K | 0.2x | 273 | Mar 6 |
| 43 | [image] $100,000 into three investments with Bitcoin going up 25% per year for 10 years.
A: 100% into Bitcoin.
Result: $931,323.
B: 100% into STRC, dividends into BTC.
Result: $482,408.
C: 100% into MSTR w/ 33% amplification ratio.
Result: $1,764,705 | @AdamBLiv โ | 77.2K | 14.4K | 0.2x | 186 | Mar 20 |
| 44 | [image] STRC is a $15-$30 Trillion opportunity with a 5%-10% capture of the $300 trillion credit market.
Throughout all of history, the best product always wins in the marketplace.
Bullish. | @AdamBLiv โ | 75.8K | 14.3K | 0.2x | 538 | Mar 1 |
| 45 | [image] At the pace Strategy is on right now, they will own 10% of the Bitcoin network in 2 years.
The price must go higher.
INSANE: | @AdamBLiv โ | 77.5K | 14.3K | 0.2x | 193 | Mar 27 |
| 46 | [image] JUST IN: $2.8 trillion French asset manager Amundi just disclosed they bought 3.77 million more #Bitcoin treasury company Strategy $MSTR shares and now holds a total of 4.79 million shares ($641 million).
Europe's largest asset manager increased its $MSTR position by 373% ๐๐ฅ | @BTCtreasuries โ | 36.3K | 14.3K | 0.4x | 290 | Feb 27 |
| 47 | [image] JUST IN: #Bitcoin treasury company Strategy $MSTR daily trading volume is now higher than investment banking giant Goldman Sachs. | @BTCtreasuries โ | 35.8K | 13.6K | 0.4x | 521 | Feb 20 |
| 48 | [image] This is the real State of the Union Address. | @AdamBLiv โ | 75.5K | 13.5K | 0.2x | 687 | Feb 25 |
| 49 | [image] "MSTR DOESN'T MAKE CASH FLOWS BRUH"
People still analyzing MSTR with discounted cash flow are like medieval doctors checking a patientโs humors while a nuclear submarine is leaving the harbor.
โWhere is the software cash flow?โ
You must understand the software business is now | @AdamBLiv โ | 77.4K | 13.2K | 0.2x | 150 | Mar 22 |
| 50 | [image] Fed rate cuts this year are INSANELY bullish for STRC + Bitcoin.
The CAPITAL TSUNAMI is coming: | @AdamBLiv โ | 75.1K | 12.5K | 0.2x | 277 | Feb 21 |