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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.

37.8K members
Topic: Finance
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122 tweets
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# Tweet User Followers Views Ratio Engagement Posted
51
[image] Strategy has a FORTRESS BALANCE SHEET. Even after ALL debt + preferred obligations, Strategy retains 66% of its BTC reserve untouched.   BTC must fall 89%+ from here to impair debt. 70%+ to impair preferred.  BTC only needs to compound at 2.06% annually to cover all dividends
@AdamBLiv 78.3K 14.7K 0.2x 210 Apr 13
52
[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 76.1K 14.6K 0.2x 273 Mar 6
53
[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 77.2K 14.4K 0.2x 186 Mar 20
54
[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 75.8K 14.3K 0.2x 538 Mar 1
55
[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 77.5K 14.3K 0.2x 193 Mar 27
56
[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% 👀🔥
@BTCtreasuries 36.3K 14.3K 0.4x 290 Feb 27
57
[image] JUST IN: #Bitcoin treasury company Strategy $MSTR daily trading volume is now higher than investment banking giant Goldman Sachs.
@BTCtreasuries 35.8K 13.6K 0.4x 521 Feb 20
58
[image] This is the real State of the Union Address.
@AdamBLiv 75.5K 13.5K 0.2x 687 Feb 25
59
[image] SHOCKING: Ever since the Saylor Bitcoin strategy started, and even AFTER a -75% correction in MSTR and the greatest gold bull market in history... MSTR has outperformed gold by 9.2x! WOW! MSTR: +1,061.5% Gold: +137.2% I had to use log scale to make gold not look so pathetic.
@AdamBLiv 79.1K 13.4K 0.2x 324 Apr 16
60
[image] "MSTR DOESN'T MAKE CASH FLOWS BRUH" People still analyzing MSTR with discounted cash flow are like medieval doctors checking a patient’s humors while a nuclear submarine is leaving the harbor. “Where is the software cash flow?” You must understand the software business is now
@AdamBLiv 77.4K 13.2K 0.2x 150 Mar 22
61
[video] JUST IN: Former CEO of the world's largest auction house, Sotheby's, Tad Smith just said, "The bears are doing hard work to keep Strategy $MSTR down here, and I think it’s poised to go higher." "The balance of the weight is going to favor the bulls." 🔥
@BTCtreasuries 36.7K 12.5K 0.3x 217 Apr 9
62
[image] Fed rate cuts this year are INSANELY bullish for STRC + Bitcoin. The CAPITAL TSUNAMI is coming:
@AdamBLiv 75.1K 12.5K 0.2x 277 Feb 21
63
[image] The MSTR ENDGAME will blow your mind. THERE ISN'T ENOUGH BITCOIN:
@AdamBLiv 77.0K 12.3K 0.2x 109 Mar 19
64
[video] One sells volatility. The other sells your excuses. Strategy is what happens when a corporate treasury stops eating glue and starts buying the hardest asset on Earth. All Bitcoin will be driven out of circulation.
@AdamBLiv 77.7K 12.2K 0.2x 145 Mar 29
65
[image] Bitcoin is about to confirm its first weekly buy signal since October 2023.
@RyansMethod 16.0K 12.0K 0.7x 223 Apr 5
66
[image] 500+ Bitcoin for Strategy in under three hours. Probably nothing! /s
@AdamBLiv 76.0K 11.9K 0.2x 704 Mar 4
67
[image] $MSTR back up above $130 Soon $200 🚀🚀
@cryptogems555 439.6K 11.6K 0.0x 111 Apr 8
68
[image] JUST IN: Strategy $MSTR just surged above $150 🚀 Like, if you bought the DIP last week 🔥
@BTCtreasuries 36.9K 11.5K 0.3x 634 Apr 17
69
[text] The Strategy machine is a more efficient Bitcoin miner than the Bitcoin miners. Bullish for MSTR:
@AdamBLiv 75.3K 11.4K 0.2x 205 Feb 22
70
[image] STRC up to $99.82. 👀 At this rate we'll be back at $100 on Monday and the Bitcoin printer will be switched back on!
@AdamBLiv 75.1K 11.4K 0.2x 484 Feb 20
71
[image] JUST IN: $1.4 trillion wealth manager Northern Trust has increased its position in #Bitcoin treasury company Strategy $MSTR by 11,629 shares, bringing its total holdings to 1.58 million shares ($210.4 million).
@BTCtreasuries 36.4K 11.1K 0.3x 311 Mar 3
72
[image] Absolutely CRAZY: Strategy has raised and deployed $132 million per trading day in 2026. Insane demand for both STRC + MSTR.
@AdamBLiv 77.5K 10.7K 0.1x 271 Mar 24
73
[image] They better hit the ATM harder or the precious low volatility is gonna spike :) DOMINATING
@AdamBLiv 76.6K 10.4K 0.1x 340 Mar 11
74
[image] JUST IN: $2 trillion Japanese investment bank Mizuho Financial Group has reiterated buy rating on #Bitcoin treasury company Strategy $MSTR with a price target of $320.
@BTCtreasuries 35.8K 10.1K 0.3x 247 Feb 18
75
[image] I continue to see this argument made toward me. "Saylor won't be able to buy that much Bitcoin because the price will be too high." WRONG. The data says the exact opposite. I ran the numbers across 103 Strategy acquisition windows from Sep 2020 to Mar 23, 2026, matching each
@AdamBLiv 77.4K 10.0K 0.1x 114 Mar 23
76
[text] Bullish Bitcoin narratives for 2026 + @Strategy 1 Million Bitcoin + Strategy acquires above 100K ₿ per quarter + $IBIT 1 Million Bitcoin + $STRC $10B+ NAV, ATM raised to $21B + STRC buys 100K ₿ in a quarter + STRC Sharpe Ration breaks 10 + STRC 1 year anniversary + @Strive
@Z06Z07 25.2K 9.9K 0.4x 324 Mar 19
77
[image] Here are the six outstanding convertible notes for MSTR. The one everyone is interested in is the first put date: the September 2027 put. If the September 2027 put date were today, it would likely be a non event for MSTR. With the stock at $130, conversion is out of the
@btcjvs 49.7K 9.8K 0.2x 87 Feb 23
78
[video] If $STRC is the main Bitcoin purchasing vehicle for @strategy and $MSTR is will be used primarily for paying dividends, this is a massive regime shift for Strategy. Bullish! @MSTRTrueNorth @PunterJeff @Werkman @hillery_dan @Trollstein @MasonFoard
@Z06Z07 24.7K 9.6K 0.4x 147 Mar 11
79
[image] MSTR is primed for EXPLOSIVE growth between now and 2028: MSTR price is $768 at 1.5x mNAV in January 2028 with a simple reversion back to the regression fit line of the Bitcoin Power Law. And that's only with the Bitcoin + balance sheet they already have. BTC = 762,099 BTC
@AdamBLiv 77.5K 9.5K 0.1x 208 Mar 24
80
[image] The STRC/MSTR machine already working this well is SCARY. 2nd best quarter for Bitcoin accumulation EVER with terrible market conditions. NONE OF YOU are bullish enough:
@AdamBLiv 78.0K 9.3K 0.1x 182 Apr 4
81
[image] $MSTR @Strategy is AMPLIFIED #Bitcoin LFG 🚀🚀
@cryptogems555 439.7K 9.2K 0.0x 108 Apr 17
82
[video] "IT'S NOT CREDIT, IT'S EQUITY" TRADFI BEAR CLOWNS CONTINUE TO COPE AND GET WRECKED AS SAYLOR CONTINUES TO RAISE BILLIONS:
@AdamBLiv 77.5K 8.9K 0.1x 169 Mar 25
83
[image] ANOTHER $500 MILLION IN BITCOIN TOMORROW, KIDS. SEE YOU AT MARKET OPEN. GIGA-BULLISH MSTR.
@AdamBLiv 76.5K 8.9K 0.1x 452 Mar 11
84
[image] JUST IN: #Bitcoin treasury company Strategy $MSTR surpasses multinational technology giant Oracle Corporation's trading volume and becomes the 20th most traded stock in the U.S. 🔥
@BTCtreasuries 36.8K 8.6K 0.2x 239 Mar 24
85
[image] UPGRADE. $STRC
@AdamBLiv 79.6K 8.2K 0.1x 269 Apr 18
86
[image] JUST IN: Strategy's Stretch $STRC hits escape velocity, tapping into the $300 trillion fixed income market. Read more about it in our latest article. "BTC-backed credit has hit escape velocity," said @CJ_Bitcoin Link:
@BTCtreasuries 36.7K 8.1K 0.2x 210 Mar 17
87
[image] JUST IN: Strategy's perpetual preferred stocks recorded over $1.28 billion in trading volume last week alone. BTC-backed credit is booming 🔥🚀
@BTCtreasuries 36.8K 8.1K 0.2x 232 Apr 6
88
[image] Ryan gets our vote.
@BitStrategy21 12.9K 8.0K 0.6x 150 Apr 19
89
[text] Bitcoin going up > Ratings on $STRC $MSTR Strategy with 1M+ BTC > S&P 500 inclusion Strategy with 2M+ BTC > S&P 500 inclusion Strategy 100K BTC per quarter > Ratings Strategy 200K BTC per quarter > Ratings Strategy 300K BTC per quarter > Ratings Higher BTC/Share > Ratings STRC
@Z06Z07 25.3K 7.9K 0.3x 146 Mar 26
90
[video] Incredible quarter from Strategy... doing this in a Bitcoin bear market. CRAZY!
@AdamBLiv 77.7K 7.8K 0.1x 126 Mar 30
91
[image] JUST IN: $12 trillion Vanguard Group's Mid-Cap Value ETF (VOE) just disclosed they bought 1.2 million ($195 million) more #Bitcoin treasury company Strategy $MSTR shares. Bringing its total holdings to 2 million shares ($340 million). READ MORE:
@BTCtreasuries 37.0K 7.8K 0.2x 235 Apr 20
92
[video] JUST IN: Strategy's Michael Saylor just said, "#Bitcoin is digital capital. It's a revolution in the capital markets, a once-in-humanity innovation as profound as fire or electricity. It is a fundamental building block of economic life." "In 30 years, everyone will have embraced
@BTCtreasuries 35.9K 7.8K 0.2x 164 Feb 23
93
[image] $MSTR hidden bullish divergence 👀
@RyansMethod 16.0K 7.7K 0.5x 116 Apr 1
94
[image] JUST IN: Strategy's perpetual preferred stock Stretch $STRC is back at $100 par. Like, if you're BULLISH on digital credit 🔥
@BTCtreasuries 36.3K 7.6K 0.2x 348 Feb 26
95
[image] MSTR at a premium makes people foam at the mouth like raccoons fighting over expired Pop-Tarts. You’re upset that a company buying the hardest asset on Earth trades above NAV? Tesla trades on vibes, Nvidia trades on AI dreams. MSTR trades on a guy who decided to absorb Bitcoin
@AdamBLiv 75.2K 7.5K 0.1x 191 Feb 21
96
[image] One week into Q2 2026 and @Strategy has surpassed 5 full quarters of previous quarterly Bitcoin purchases. $STRC is continuing to execute! Congrats @Saylor and @phongle Looks the capital markets are alive and well in a bear market for Strategy.
@Z06Z07 25.3K 7.5K 0.3x 180 Apr 6
97
[image] When Bitcoin is $200k and Strategy has a $200 billion market cap, do you think the S&P 500 might consider replacing Campbell's Soup with DIGITAL ORANGE IMMORTALITY? Campbell’s is sitting around ~$8B. Strategy is already 6x larger. Strategy at $200B would be 25x larger.
@AdamBLiv 75.6K 7.3K 0.1x 210 Feb 26
98
[image] JUST IN: #Bitcoin treasury company Strategy's perpetual preferred stocks recorded over $1.1 billion in trading volume last week alone. BTC-backed credit is booming 🔥🚀
@BTCtreasuries 36.5K 6.8K 0.2x 180 Mar 9
99
[image] Strategy scooping up 625 Bitcoin via STRC in the first half hour of trading today. Probably nothing.
@AdamBLiv 78.0K 6.7K 0.1x 257 Apr 8
100
[video] $MSTR This Isn’t a Bounce… It’s a Trend Reversal
@RyansMethod 16.0K 6.6K 0.4x 183 Mar 16