โ† Finance

Irresponsibly Long $MSTR

A community of people who understand the proposition of Bitcoin and the potential value of Strategy. A place to discuss deep analysis and explore theories.

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Topic: Finance
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# Tweet User Followers Views โ–ผ Ratio Engagement Posted
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[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%. Thatโ€™s 10x my mortgage rate."
@BTCtreasuries โœ“ 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. ๐Ÿ“Š The numbers: - @Strategy bought: 17,994 BTC - Miners produced: 3,150 BTC - MSTR captured: 571% of weekly supply ๐Ÿ”ฅ The flex: Strategy bought as much Bitcoin THIS WEEK as miner RIOT holds in
@TylerCompiler โœ“ 1.8K 203.2K 115.1x 1.2K Mar 9
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[image] JUST IN: Strategy $MSTR buys an additional 17,994 #Bitcoin and now holds a total of 738,731 BTC. ๐Ÿ”ธBitcoin 100 Ranking: 1๐Ÿ†๐Ÿ”ธ
@BTCtreasuries โœ“ 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 โœ“ 76.4K 103.1K 1.3x 1.3K Mar 10
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[image] Wait a second? Saylor is now back above his cost basis at Strategyโ€ฆ I was told he was going to be liquidated? ๐Ÿค”
@AdamBLiv โœ“ 76.0K 99.8K 1.3x 3.5K Mar 4
6
[image] ๐Ÿ”ฅSAYLOR ALREADY WON THE GAME๐Ÿ”ฅ 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 โœ“ 75.5K 80.9K 1.1x 1.4K Feb 24
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[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 โœ“ 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 ๐Ÿ‘€
@BTCtreasuries โœ“ 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 โœ“ 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: โ€ข Sweep idle cash into $STRC (~11.5%) โ€ข Pay users 5.75% โ€ข Keep 5.75% Users get a higher yield. $HOOD doubles its spread. The fintech that figures this out first wins. @vladtenev
@BTCoptioneer โœ“ 2.1K 61.2K 29.0x 1.4K Mar 12
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[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 โœ“ 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 โœ“ 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 โœ“ 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 โœ“ 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 โœ“ 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 โœ“ 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 โ€œrisk freeโ€ rate AND itโ€™s return of capital dividends so not capital gainsโ€ฆ. @Saylor is ruthless. Raising the dividend with $STRC closing the month at par. He doesnโ€™t want $STRC sometimes
@RHodls โœ“ 8.2K 37.5K 4.6x 595 Mar 1
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[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 โœ“ 77.0K 36.7K 0.5x 510 Mar 19
19
[image] DID STRATEGY JUST BUY 14,700 BITCOIN IN ONE DAY?!?!? ๐Ÿคฏ
@AdamBLiv โœ“ 76.7K 35.9K 0.5x 648 Mar 12
20
[image] $MSTR mNAV keeps going higher, 1.22x now Probably nothing ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ๐Ÿ”ฅ
@cryptogems555 โœ“ 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 โœ“ 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 ๐Ÿ”ฅ
@BTCtreasuries โœ“ 36.8K 31.9K 0.9x 483 Apr 7
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[image] ๐Ÿ”ฅSTRATEGY BALANCE SHEET STRESS TEST๐Ÿ”ฅ 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 โœ“ 75.8K 31.7K 0.4x 661 Mar 1
24
[image] In the Matrix, humans were batteries. In this one, youโ€™re a yield source for governments refinancing $50 trillion in debt. Saylor just extended his hand. Orange capsule. Hard supply. No mercy.
@AdamBLiv โœ“ 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 โœ“ 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 โœ“ 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 ๐Ÿคฏ๐Ÿ”ฅ
@BTCtreasuries โœ“ 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 โœ“ 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 โœ“ 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 โœ“ 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 โœ“ 76.9K 19.2K 0.2x 158 Mar 18
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[image] โ€œOnce 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 wouldnโ€™t be able to buy anymoreโ€ @saylor He was not lying guys. โšก๏ธ
@AAStack โœ“ 12.7K 18.5K 1.5x 930 Mar 10
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[text] 1 million BTC by September. 2 million BTC by end of 2027.
@AdamBLiv โœ“ 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 ๐Ÿ”ฅ
@BTCtreasuries โœ“ 36.4K 17.0K 0.5x 935 Mar 5
35
[image] STRC is eating the daily miner supply like BITCOIN PAC-MAN.
@AdamBLiv โœ“ 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 โœ“ 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 ๐Ÿ˜Ž๐Ÿ˜Ž๐Ÿ˜Ž๐Ÿ˜Ž
@cryptogems555 โœ“ 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 โœ“ 35.8K 16.6K 0.5x 244 Feb 18
39
[image] ๐Ÿšจ ALERT: Looks like Strategy is about to scoop up AT LEAST 50,000 #Bitcoin EVERY MONTH! ๐Ÿ˜ฑ Even in the darkest bear market, this beast is roaring. Y'all aren't ready for the bull stampede! ๐ŸŒ‹ Shit's about to go WILD. $STRC gonna rocket BTC to $1M! ๐Ÿ’ฅ๐Ÿš€ Who else is HODLing
@cryptogems555 โœ“ 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 โœ“ 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 โœ“ 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 โœ“ 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 โœ“ 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 โœ“ 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 โœ“ 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% ๐Ÿ‘€๐Ÿ”ฅ
@BTCtreasuries โœ“ 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 โœ“ 35.8K 13.6K 0.4x 521 Feb 20
48
[image] This is the real State of the Union Address.
@AdamBLiv โœ“ 75.5K 13.5K 0.2x 687 Feb 25
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[image] "MSTR DOESN'T MAKE CASH FLOWS BRUH" People still analyzing MSTR with discounted cash flow are like medieval doctors checking a patientโ€™s humors while a nuclear submarine is leaving the harbor. โ€œWhere is the software cash flow?โ€ You must understand the software business is now
@AdamBLiv โœ“ 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 โœ“ 75.1K 12.5K 0.2x 277 Feb 21