← Topics

Irresponsibly Long $MSTR

β€” members
312 tweets
Columns:
# Tweet User Followers Views β–Ό Ratio Engagement Posted
151
[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 βœ“ 77.5K 14.3K 0.2x 193 Mar 27
152
[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% πŸ‘€πŸ”₯
@BTCtreasuries βœ“ 36.3K 14.3K 0.4x 290 Feb 27
153
[image] JUST IN: #Bitcoin treasury company Strategy $MSTR daily trading volume is now higher than investment banking giant Goldman Sachs.
@BTCtreasuries βœ“ 35.8K 13.6K 0.4x 521 Feb 20
154
[image] This is the real State of the Union Address.
@AdamBLiv βœ“ 75.5K 13.5K 0.2x 687 Feb 25
155
[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 βœ“ 79.1K 13.4K 0.2x 324 Apr 16
156
[image] Things are not good for $MSTR It is deepening the bottom base
@MarketMaestro1 βœ“ 46.7K 13.4K 0.3x 49 Jun 24
157
[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. β€œWhere is the software cash flow?” You must understand the software business is now
@AdamBLiv βœ“ 77.4K 13.2K 0.2x 150 Mar 22
158
[image] MSTR's volatility is vitality. If Bitcoin goes to $1 million by August 2034... ...and Strategy never buys another Bitcoin, and mNAV stays where it is at today, and the STRC dividend rate never goes below 12%... MSTR ends at $2,107 per share for a 2,057.8% return versus
@AdamBLiv βœ“ 85.0K 12.8K 0.2x 300 Aug 4
159
[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." πŸ”₯
@BTCtreasuries βœ“ 36.7K 12.5K 0.3x 217 Apr 9
160
[image] Fed rate cuts this year are INSANELY bullish for STRC + Bitcoin. The CAPITAL TSUNAMI is coming:
@AdamBLiv βœ“ 75.1K 12.5K 0.2x 277 Feb 21
161
[image] JUST IN: $15 billion investment bank TD Cowen analyst Lance Vitanza has reiterated buy rating on #Bitcoin treasury company Strategy $MSTR with a price target of $400. They know what's coming πŸ‘€πŸ”₯
@BTCtreasuries βœ“ 39.1K 12.4K 0.3x 222 Jun 9
162
[image] 🚨 THE MSTR DIVIDEND β€œPROBLEM” GETS EATEN ALIVE BY BITCOIN 🚨 Bitcoin: $65,637 MSTR holdings: 843,775 BTC Cash reserve: $3.225 billion Annual dividends: $1.763 billion Current mNAV: 1.03Γ— The cash reserve already covers 22 months of dividends without selling one satoshi. Now
@AdamBLiv βœ“ 84.7K 12.4K 0.1x 161 Jul 23
163
[image] The MSTR ENDGAME will blow your mind. THERE ISN'T ENOUGH BITCOIN:
@AdamBLiv βœ“ 77.0K 12.3K 0.2x 109 Mar 19
164
[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 βœ“ 77.7K 12.2K 0.2x 145 Mar 29
165
[text] Strategy is on pace to become one of the largest companies on Earth. Strategy currently owns 843,775 BTC worth roughly $54.6 billion. In 2026, it has been acquiring Bitcoin at an annualized pace of roughly 341,000 BTC per year. If Bitcoin compounds at its power-law CAGR...
@AdamBLiv βœ“ 84.6K 12.0K 0.1x 235 Jul 16
166
[image] Bitcoin is about to confirm its first weekly buy signal since October 2023.
@RyansMethod βœ“ 16.0K 12.0K 0.7x 223 Apr 5
167
[image] 500+ Bitcoin for Strategy in under three hours. Probably nothing! /s
@AdamBLiv βœ“ 76.0K 11.9K 0.2x 704 Mar 4
168
[image] JUST IN: Investment bank BTIG has assigned buy rating on #Bitcoin treasury company Strategy $MSTR with a price target of $350. They know what's coming πŸ‘€πŸ”₯
@BTCtreasuries βœ“ 38.0K 11.9K 0.3x 331 May 6
169
[image] $MSTR back up above $130 Soon $200 πŸš€πŸš€
@cryptogems555 βœ“ 439.6K 11.6K 0.0x 111 Apr 8
170
[image] JUST IN: U.S. Ohio State Teachers Retirement Fund just revealed they bought 5,881 shares of Strategy $MSTR and now holds a total of 93,570 shares ($16 million). The States want #Bitcoin πŸ”₯
@BTCtreasuries βœ“ 37.6K 11.5K 0.3x 377 Apr 27
171
[image] JUST IN: Strategy $MSTR just surged above $150 πŸš€ Like, if you bought the DIP last week πŸ”₯
@BTCtreasuries βœ“ 36.9K 11.5K 0.3x 634 Apr 17
172
[video] If you think the ORANGE TIE is bad... ...just wait until MSTR starts to run and I break out the ORANGE SUIT. $MSTR
@AdamBLiv βœ“ 84.6K 11.5K 0.1x 333 Jul 17
173
[text] STRC is a Bitcoin vampire squid wrapping itself around the bond market’s face while analysts ask if the squid has recurring revenue. We are still so early. BILLIONS will flow into Strategy. The next two weeks are going to BLOW everyone’s MINDS.
@AdamBLiv βœ“ 80.8K 11.4K 0.1x 473 May 2
174
[text] The Strategy machine is a more efficient Bitcoin miner than the Bitcoin miners. Bullish for MSTR:
@AdamBLiv βœ“ 75.3K 11.4K 0.2x 205 Feb 22
175
[image] STRC up to $99.82. πŸ‘€ At this rate we'll be back at $100 on Monday and the Bitcoin printer will be switched back on!
@AdamBLiv βœ“ 75.1K 11.4K 0.2x 484 Feb 20
176
[image] MSTR +$1,000? WHEN WILL THE PRICE FINALLY GO UP?!?
@AdamBLiv βœ“ 84.5K 11.2K 0.1x 68 Jul 10
177
[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 βœ“ 36.4K 11.1K 0.3x 311 Mar 3
178
[text] Scale the balance sheet down 1,000,000x. Strategy has $52,400. Can they afford $142 per month in dividends? The bears are INSANE PEOPLE:
@AdamBLiv βœ“ 82.9K 11.0K 0.1x 225 Jun 11
179
[text] A lot of people forget that not only is 2026 a down year for Bitcoin... 2025 was as well. Strategy had 446,400 BTC at the start of 2025, Γ— $94,388 = ~$42.13B of BTC Now they have 843,775 BTC Γ— $62,237.84 = ~$52.51B So even though Bitcoin’s price is DOWN 34.1%, Strategy’s
@AdamBLiv βœ“ 84.5K 10.8K 0.1x 261 Jul 9
180
[text] We bought 32 MSTR shares and 55 STRK shares this week. New Totals MSTR 4,040 STRK: 370 We’ll provide updates at the end of each week, going forward. Thank you for your support. BitStrategy Team
@BitStrategy21 βœ“ 13.0K 10.8K 0.8x 269 Jul 17
181
[image] Absolutely CRAZY: Strategy has raised and deployed $132 million per trading day in 2026. Insane demand for both STRC + MSTR.
@AdamBLiv βœ“ 77.5K 10.7K 0.1x 271 Mar 24
182
[image] Saylor on the Ropes and why that's exactly where he wants to be Watch a great fighter take a beating and you learn the difference between a man who's losing and a man who's waiting. To the crowd they look the same. To anyone who knows the sport, they are opposites. Right now
@thebtcpharaoh βœ“ 4.1K 10.7K 2.6x 82 Jun 29
183
[image] πŸ”₯3 PATHS TO $1,000 MSTRπŸ”₯ There are three plausible 36-month paths to $1,000 MSTR. All three assume STRC is issued at a 12% cost of capital, proceeds are used to buy Bitcoin monthly, and the associated preferred dividend burden is included. PATH 1: BITCOIN DOES THE HEAVY
@AdamBLiv βœ“ 84.8K 10.7K 0.1x 258 Jul 21
184
[image] They better hit the ATM harder or the precious low volatility is gonna spike :) DOMINATING
@AdamBLiv βœ“ 76.6K 10.4K 0.1x 340 Mar 11
185
[image] MSTR has outperformed Bitcoin across 87.5% of all possible 3+ year holding periods since August 2020. 4 year windows? MSTR outperformed Bitcoin every single time. Time is the edge:
@AdamBLiv βœ“ 84.5K 10.4K 0.1x 86 Jul 10
186
[image] Strategy's balance sheet is built for WAR. I LOVE THE RISK PROFILE OF MSTR:
@AdamBLiv βœ“ 82.9K 10.3K 0.1x 132 Jun 13
187
[image] Imagine explaining MSTR to someone in 2050. β€œSo there was this guy… He realized governments couldn’t stop printing. Bond investors couldn’t stop buying. Institutions couldn’t stop chasing yield. And he connected all three together into one infinite Bitcoin acquisition
@AdamBLiv βœ“ 84.9K 10.2K 0.1x 253 Jul 31
188
[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 βœ“ 35.8K 10.1K 0.3x 247 Feb 18
189
[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 βœ“ 77.4K 10.0K 0.1x 114 Mar 23
190
[video] 2026 has been a great year for Strategy despite zero assists from the Bitcoin price. Strategy added 171,275 net bitcoin in 2026 through July 5. At the August 2 checkpoint of $63,077 per BTC, that block is worth $10.8 billion. Now give the same coins 10 years: 15% CAGR β†’
@AdamBLiv βœ“ 84.9K 10.0K 0.1x 125 Aug 2
191
[image] Strategy has increased sats per share for MSTR at a 28% CAGR since 2020. Since the strategy began: MSTR: +1,284% BTC: 552% This type of result can only be achieved by making a long series of intelligent decisions that are massively beneficial to shareholders. And the biggest
@AdamBLiv βœ“ 80.3K 9.9K 0.1x 538 Apr 24
192
[text] Pretty amazing how every innovation by another Bitcoin treasury company is just another funnel for fiat cash to flow to Bitcoin which just inflates the value of Saylor's hoard which allows him to buy more Bitcoin. Everyone will always be building the staircase beneath Saylor.
@AdamBLiv βœ“ 81.6K 9.9K 0.1x 270 May 16
193
[text] Bullish Bitcoin narratives for 2026 + @Strategy 1 Million Bitcoin + Strategy acquires above 100K β‚Ώ per quarter + $IBIT 1 Million Bitcoin + $STRC $10B+ NAV, ATM raised to $21B + STRC buys 100K β‚Ώ in a quarter + STRC Sharpe Ration breaks 10 + STRC 1 year anniversary + @Strive
@Z06Z07 βœ“ 25.2K 9.9K 0.4x 324 Mar 19
194
[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 βœ“ 49.7K 9.8K 0.2x 87 Feb 23
195
[image] BREAKING: Strategy $MSTR just announced a repurchase program for up to $1.0 billion to buy back its digital credit securities $STRC, $STRF, $STRK, and $STRD. The Company expects $STRC to be the initial priority under the repurchase program.
@BTCtreasuries βœ“ 39.3K 9.8K 0.2x 211 Jun 29
196
[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 βœ“ 24.7K 9.6K 0.4x 147 Mar 11
197
[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 βœ“ 77.5K 9.5K 0.1x 208 Mar 24
198
[image] MSTR at 1.035Γ— CEBE mNAV is about as derisked as this animal gets. At $100.88, you’re paying only 3.5% above current CEBE NAV after cash, debt and preferred claims are properly accounted for. MSTR does not need to issue a single additional share to acquire Bitcoin, and it does
@AdamBLiv βœ“ 84.8K 9.5K 0.1x 177 Jul 22
199
[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 βœ“ 78.0K 9.3K 0.1x 182 Apr 4
200
[image] $MSTR @Strategy is AMPLIFIED #Bitcoin LFG πŸš€πŸš€
@cryptogems555 βœ“ 439.7K 9.2K 0.0x 108 Apr 17