# $MSTR Catalyst Posts & Social Intelligence Recap — July 04, 2026

> **Asset:** $MSTR  
> **Date:** 2026-07-04 (July 04, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/mstr/2026-07-04  
> **Token Profile:** https://cryptitalk.com/tokens/mstr.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @ZynxBTC
> **Author:** Zynx ([@ZynxBTC](https://x.com/ZynxBTC))  
> **Metrics:** 1.1K likes · 58 retweets · 59 comments · 31.6K views  

> **Posted:** 2026-07-04T20:18:19+00:00  


> **Source Link:** [https://x.com/ZynxBTC/status/2073501683351474395](https://x.com/ZynxBTC/status/2073501683351474395)  


> 
> "It's going to blow people's minds how well 
$MSTR
 performs in a Bitcoin bull market.

I'm talking double digit green days, day after day.

Talks of joining the S&P 500 will return.

All the hysteria was because people made the mistake of coming to permanent conclusions in a"


### Post #2 by @zaidlikesmstr
> **Author:** Zaid ([@zaidlikesmstr](https://x.com/zaidlikesmstr))  
> **Metrics:** 342 likes · 26 retweets · 8 comments · 23.7K views  

> **Posted:** 2026-07-04T06:34:16+00:00  


> **Source Link:** [https://x.com/zaidlikesmstr/status/2073294305209336027](https://x.com/zaidlikesmstr/status/2073294305209336027)  


> **Visual Note:** Two men in dark suits stand side-by-side in front of a framed rocket launch poster, flanked by an orange flag bearing the Bitcoin "₿" symbol and "Strategy" on the left, and a white flag with "SPACEX" on the right. The image visually represents the post's hype about a potential "Elon × Saylor" collaboration involving $BTC, $MSTR, and $STRC, merging themes of Bitcoin/Strategy (MicroStrategy) and SpaceX.  

> 
> "$MSTR
Elon × Saylor would BREAK the internet.
$BTC
 $MSTR
 $STRC"


### Post #3 by @CryptosR_Us
> **Author:** CryptosRus ([@CryptosR_Us](https://x.com/CryptosR_Us))  
> **Metrics:** 100 likes · 11 retweets · 9 comments · 15.2K views  

> **Posted:** 2026-07-04T23:52:39+00:00  


> **Source Link:** [https://x.com/CryptosR_Us/status/2073555622101192721](https://x.com/CryptosR_Us/status/2073555622101192721)  


> **Video Content:** A CNBC broadcast shows a stock chart for MSTR (Strategy) trading at $93.39, down 7.43%, with the Nasdaq logo visible in the studio.  

> 
> "CNBC ANALYST: STRATEGY COULD HIT $570 

Mark Palmer reiterated its Buy rating and $570 price target on 
$MSTR
.

The firm says Bitcoin appreciation, not a higher valuation multiple, is the biggest driver of the stock."


### Post #4 by @ChrisMMillas
> **Author:** Chris Millas ([@ChrisMMillas](https://x.com/ChrisMMillas))  
> **Metrics:** 321 likes · 18 retweets · 36 comments · 12.6K views  

> **Posted:** 2026-07-04T12:00:00+00:00  


> **Source Link:** [https://x.com/ChrisMMillas/status/2073376275616661604](https://x.com/ChrisMMillas/status/2073376275616661604)  


> 
> "Without exaggeration, I would argue that >95% of 
$MSTR
 bears do not actually understand the company.

I have been in 
$MSTR
 since 2020.

The dynamics which have unfolded specifically over the last 2/3 years are highly complex and nuanced.

And so they need to be understood within"


### Post #5 by @spetsnaz_3
> **Author:** $0uL ([@spetsnaz_3](https://x.com/spetsnaz_3))  
> **Metrics:** 127 likes · 15 retweets · 7 comments · 10.1K views  

> **Posted:** 2026-07-04T22:58:00+00:00  


> **Source Link:** [https://x.com/spetsnaz_3/status/2073541866650214863](https://x.com/spetsnaz_3/status/2073541866650214863)  


> **Visual Note:** A TradingView monthly chart for Strategy Inc. (MSTR) showing price action from 2022 through a projected 2029, with a highlighted "BUY ZONE" in purple around the $40–80 range and an arrow indicating a potential rally toward $400+, aligning with the bullish "$MSTR soon" sentiment.  

> 
> "$MSTR
 soon."


### Post #6 by @DBATTAGLIAYtube
> **Author:** David Battaglia ([@DBATTAGLIAYtube](https://x.com/DBATTAGLIAYtube))  
> **Metrics:** 160 likes · 11 retweets · 10 comments · 9.8K views  

> **Posted:** 2026-07-04T16:10:04+00:00  


> **Source Link:** [https://x.com/DBATTAGLIAYtube/status/2073439206051909906](https://x.com/DBATTAGLIAYtube/status/2073439206051909906)  


> **Visual Note:** The image shows a Bitcoin/USD (BTCUSD) trading chart displaying price action with annotations including "12" at the top, current prices of 62,886.0 (+238.0, +0.38%) and 62,845.1, along with yellow upward arrows marking key support levels. The candlestick chart illustrates Bitcoin's recent decline and recovery, with the post noting that the weekly chart appears constructive as price tests the 200-period moving average, suggesting a weekly close above this level would be bullish for BTC and related stocks MSTR and STRC.  

> 
> "The weekly Bitcoin chart is already starting to look more constructive.

We're right in the area of the 200-period moving average.

A weekly close above the moving average tomorrow would be a big win for the price.

This will surely propel MSTR and STRC to pair up.

$BTC"


### Post #7 by @NotSoEasyMoney
> **Author:** Easy ([@NotSoEasyMoney](https://x.com/NotSoEasyMoney))  
> **Metrics:** 121 likes · 3 retweets · 17 comments · 9.5K views  

> **Posted:** 2026-07-04T00:51:35+00:00  


> **Source Link:** [https://x.com/NotSoEasyMoney/status/2073208065654948155](https://x.com/NotSoEasyMoney/status/2073208065654948155)  


> 
> "Clemente has nailed both 
$PUMP
 n 
$ANSEM
 trades and looks like he may actually hit a fat win on 
$MSTR
.

It makes me so happy to see that ungrateful little weasel get some wins. 

Means the bull is coming back, cause if the blindest of blind squirrels is finding nuts, then we"


### Post #8 by @PhyrexNi
> **Author:** Phyrex ([@PhyrexNi](https://x.com/PhyrexNi))  
> **Metrics:** 18 likes · 0 retweets · 14 comments · 8.5K views  

> **Posted:** 2026-07-04T14:36:21+00:00  


> **Source Link:** [https://x.com/PhyrexNi/status/2073415624328675752](https://x.com/PhyrexNi/status/2073415624328675752)  


> **Visual Note:** This image is a personal investment note analyzing **$STRC** at a hypothetical $70 price point, with key text including the headline "STRC 跌到 70 我还敢抄底吗？" (STRC drops to 70 — would I dare to bottom-fish?) and a price/yield table showing entry points from $100 (12% yield) down to $70 (≈17% yield), noting $25.5 in cash reserves, short-duration debt before 2028, and BTC still functioning as collateral.

The caption relates to the post because it visually documents the author's actual reasoning for considering buying STRC — citing high dividend yield, sufficient cash reserves, manageable debt pressure before 2028, and Bitcoin collateral support — which aligns with the post's argument that MSTR (and its preferred stock STRC) should "hibernate through winter" rather than aggressively buying BTC, validating the author's earlier June 27 thesis.  

> 
> "Let me explain the reasons why I was preparing to buy the dip on $STRC at that time.

I expressed interest in buying $MSTR and STRC in a tweet on June 27.
x.com/PhyrexNi/statu
…

The reason for buying was exactly that I thought MSTR should be doing what was happening at the"


### Post #9 by @degentradingLSD
> **Author:** degentrading ([@degentradingLSD](https://x.com/degentradingLSD))  
> **Metrics:** 69 likes · 4 retweets · 6 comments · 8.4K views  

> **Posted:** 2026-07-04T03:16:19+00:00  


> **Source Link:** [https://x.com/degentradingLSD/status/2073244489435783270](https://x.com/degentradingLSD/status/2073244489435783270)  


> 
> "Crypto Special - 4 Jul 26

Seasonally, 
$BTC
 has always had a positive month after a bloody June, this was the case in the most recent bear market (2026). A few other points make the case for the local bottom of 
$BTC
 to be in as well. Last week we had peak FUD in 
$MSTR
 and 
$STRC
."


### Post #10 by @laurashin
> **Author:** Laura Shin ([@laurashin](https://x.com/laurashin))  
> **Metrics:** 9 likes · 5 retweets · 8 comments · 6.7K views  

> **Posted:** 2026-07-04T21:42:00+00:00  


> **Source Link:** [https://x.com/laurashin/status/2073522741165380030](https://x.com/laurashin/status/2073522741165380030)  


> 
> ".
@joechalom
 on Strategy's preferred stock drama: 'Michael Saylor is in a pickle.' He still tips his hat to him for inventing the model."


### Post #11 by @BTCoptioneer
> **Author:** BTC Optioneer ([@BTCoptioneer](https://x.com/BTCoptioneer))  
> **Metrics:** 94 likes · 2 retweets · 9 comments · 5.2K views  

> **Posted:** 2026-07-04T13:59:38+00:00  


> **Source Link:** [https://x.com/BTCoptioneer/status/2073406383530054025](https://x.com/BTCoptioneer/status/2073406383530054025)  


> 
> "$MSTR
 will make an all-time high when:
- Bitcoin hits $160,000 AND
- 
$MSTR
 mNAV expands to 2x

We might see it in 2027-2028. 

Let’s see."


### Post #12 by @piovincenzo_
> **Author:** Pio ([@piovincenzo_](https://x.com/piovincenzo_))  
> **Metrics:** 73 likes · 0 retweets · 12 comments · 5.0K views  

> **Posted:** 2026-07-04T18:01:26+00:00  


> **Source Link:** [https://x.com/piovincenzo_/status/2073467235855675393](https://x.com/piovincenzo_/status/2073467235855675393)  


> **Visual Note:** A stock chart shows MSTR (MicroStrategy) trading at $100.77 USD, up +7.38 (+7.90%) on the day, with a "Strong Buy" analyst rating based on 14 analysts and a recent news headline noting "Strategy stock surges as Bitcoin rebound fuels bullis..." This bullish price action and positive analyst sentiment visually supports the post's claim that MSTR is poised to reach new all-time highs.  

> 
> "Read some of the comments on this LOL

Most people truly can’t buy a basket

MSTR is going to make a new all-time high (and go way higher lol)

Figure it out. You can benefit from this lol"


### Post #13 by @WhitePeach
> **Author:** 백도 ([@WhitePeach](https://x.com/WhitePeach))  
> **Metrics:** 28 likes · 1 retweets · 0 comments · 4.6K views  

> **Posted:** 2026-07-04T05:57:22+00:00  


> **Source Link:** [https://x.com/WhitePeach/status/2073285018999513379](https://x.com/WhitePeach/status/2073285018999513379)  


> 
> "It should be considered a positive development for $BTC that the Sailor has escaped from the stubbornness of never selling $MSTR and is now able to sell Bitcoin. From $MSTR's perspective, that was the only path to escape infinite dilution, and from $BTC's perspective, it was a"


### Post #14 by @FinanceLancelot
> **Author:** Financelot ([@FinanceLancelot](https://x.com/FinanceLancelot))  
> **Metrics:** 11 likes · 0 retweets · 1 comments · 4.2K views  

> **Posted:** 2026-07-04T03:52:15+00:00  


> **Source Link:** [https://x.com/FinanceLancelot/status/2073253531369210326](https://x.com/FinanceLancelot/status/2073253531369210326)  


> **Video Content:** The image shows a narrow alleyway between tall brick buildings with fire escapes, street lamps, and stairs leading upward against a bright sky. The scene evokes an urban environment reminiscent of stock market volatility, fitting with the $MSTR (MicroStrategy) ticker as a metaphor for navigating the tight, uncertain corridors of the market.  

> 
> "$MSTR"


### Post #15 by @JellyCrypto
> **Author:** Jelly Crypto ([@JellyCrypto](https://x.com/JellyCrypto))  
> **Metrics:** 31 likes · 0 retweets · 1 comments · 3.2K views  

> **Posted:** 2026-07-04T08:11:49+00:00  


> **Source Link:** [https://x.com/JellyCrypto/status/2073318852432425411](https://x.com/JellyCrypto/status/2073318852432425411)  


> 
> "Not mockery, but seriously, respect

Looking at stocks that have dropped 80% from their highs  
Still denying MSTR's failure  
Even bringing up the Sharpe ratio from back then  

Even though STRC, which was packaged as the most innovative financial product, has dropped 30%,"


### Post #16 by @therollupco
> **Author:** The Rollup ([@therollupco](https://x.com/therollupco))  
> **Metrics:** 7 likes · 2 retweets · 0 comments · 2.6K views  

> **Posted:** 2026-07-04T00:14:50+00:00  


> **Source Link:** [https://x.com/therollupco/status/2073198814836711597](https://x.com/therollupco/status/2073198814836711597)  


> **Video Content:** The video features a three-person podcast-style discussion, alternating between a three-way split-screen view and a close-up of the central speaker (Cory Klippsten), as he explains the complexities of running a perpetual leverage structure similar to MSTR/Strategy. The two co-hosts (one on each side) listen attentively while Klippsten gestures and speaks into a vintage-style microphone about the need for active management of such positions. On-screen text throughout identifies the segment as "Cory Klippsten Talks Stretch & MSTR Situation," with the broadcast labeled "LIVE FROM THE EMPIRE STATE BUILDING" and various crypto sponsor logos (Trezor, Near, InfiniFi, Zama, etc.) scrolling along the bottom ticker.  

> 
> "Cory Klippsten (
@CorySwan
) explains why the MSTR/Strategy perpetual leverage structure is genuinely hard to do and why it has to be actively managed."


### Post #17 by @nehalzzzz1
> **Author:** Nehal ([@nehalzzzz1](https://x.com/nehalzzzz1))  
> **Metrics:** 3 likes · 2 retweets · 1 comments · 2.5K views  

> **Posted:** 2026-07-04T05:57:20+00:00  


> **Source Link:** [https://x.com/nehalzzzz1/status/2073285006802514019](https://x.com/nehalzzzz1/status/2073285006802514019)  


> 
> "Crypto Special – July 4, 2026

After a brutal June, history suggests Bitcoin often follows with a strong July. Combined with last week's peak FUD around 
$MSTR
 and 
$STRC
, there's a growing case that 
$BTC
 may have already put in a local bottom.

Just because something is"


### Post #18 by @ganziboy11
> **Author:** BioMan ([@ganziboy11](https://x.com/ganziboy11))  
> **Metrics:** 40 likes · 1 retweets · 13 comments · 2.4K views  

> **Posted:** 2026-07-04T02:10:45+00:00  


> **Source Link:** [https://x.com/ganziboy11/status/2073227987458331006](https://x.com/ganziboy11/status/2073227987458331006)  


> **Visual Note:** A news snippet from 04:11 features MicroStrategy (MSTR) Executive Chairman Michael Saylor stating in a podcast that "approximately 100 million" investors have been exposed to Bitcoin (BTC) through MSTR common stock, calling it "the largest issuer in the U.S." The image shows Saylor with a microphone, juxtaposed with a sarcastic comment mocking MSTR shareholders as "average investors" with a -52% return rate.  

> 
> "Michael Saylor Interpretation 

"I made 100 million people back off"

$mstr Average investor return rate -52% ㅋㅋㅋㅋㅋ"


### Post #19 by @Morecryptoonl
> **Author:** More Crypto Online ([@Morecryptoonl](https://x.com/Morecryptoonl))  
> **Metrics:** 10 likes · 0 retweets · 1 comments · 2.4K views  

> **Posted:** 2026-07-04T07:30:00+00:00  


> **Source Link:** [https://x.com/Morecryptoonl/status/2073308328546222586](https://x.com/Morecryptoonl/status/2073308328546222586)  


> **Video Content:** A TradingView chart of Strategy Inc. (MSTR) on NASDAQ displaying Elliott Wave analysis with Fibonacci retracement levels, timestamped 21:24:38 UTC.  

> 
> "$MSTR
Will MSTR form the fifth wave for a new rally?
Elliott Wave Analysis
#MicroStrategy

[Spoken audio]: So the MSTR chart is pushing a little bit further into resistance. MSTR has now reached the area between $99.13 and $112.30. This is the very first resistance zone which is relevant here on the one-hour time frame. For next week I'd say I would pay attention to this micro support zone that we put onto the chart in case we get a deeper pullback because this is the zone that is defined based on the last bounds, which started at the end of June here, where the low formed at around $81. I mean, now the price is trading just around $102 just below this week's high. And if next week we get a deeper pullback, which we could do maybe after one more high or so. But I would say there's a good chance of a pullback next week. Then the zone to watch the area of interest as support is between $85.39 and $94.31, so that's just a standard Fibonacci zone based on the last bounce. The bounce so far from last week's low is only a three wave move up, so it's not impulsive yet. It could turn into an impulse, fact is right now it's only three waves up, so it's a corrective rally. For a long trade setup from an Elliott Wave point of view we need five waves up. That doesn't mean the market couldn't go higher without a long trade setup. It absolutely could, but we have a standard setup which is a five wave move up followed by a three wave pullback. That is the standard setup because a five wave move up tells us where the trend goes and at the moment we only have three waves. A three wave move can always turn into a larger three wave move, A, B, C, but only five waves give us really an understanding and idea that the market wants to go higher. That's when the market communicates with us and when it clarifies things. But again, in each scenario anyway, that support zone is there for us next week. The next resistance is $112.30 and I'm going to watch if the market it can generate that five wave move up. It would require MSTR to maybe push a little higher than former higher low and the higher high and that gives us five waves. But even if we get five waves, we will adjust the support zone and the next pullback has a chance then to form a higher low and still really higher. So at the moment, I wanna give the bulls here the benefit of the doubt because I am obviously tracking Bitcoin regularly as well every single day and the Bitcoin chart shows the potential going higher, also possibly after a small pullback next week. And so I think MSTR could simply follow Bitcoin and the levels are more important than the wave labels, remember that. The levels are really what matters. So it's going to be this support zone which will have to be in the focus next week. And for those of you who always thought about maybe joining our community, you can now check it out for a month for free. As you might know, we have partnered with XTB. XTB is a globally regulated broker. I use XTB myself and there's now an offer because if you're looking for a new broker and you decide to sign up with XTB to maybe try them, check out how it works, then you can get access to our community for one month for free where you can get access to gold updates, silver updates, platinum updates, palladium updates, there are dozens of charts and updates per week for various stocks. All you need to do is, if you are interested in trying XDB, you just sign up with the link on the website below, mco.world. I put the link into the comment section. There's even a step-by-step guide here, just a three-minute video that explains everything. And once you've signed up, all you need to do is to send me your code and then can unlock you for one month for our membership and you can choose if you want to join our crypto community or our equities and commodities membership. Thanks so much. Bye bye."


### Post #20 by @GrainofSaltSF
> **Author:** Grain of Salt ([@GrainofSaltSF](https://x.com/GrainofSaltSF))  
> **Metrics:** 6 likes · 2 retweets · 9 comments · 2.1K views  

> **Posted:** 2026-07-04T23:43:35+00:00  


> **Source Link:** [https://x.com/GrainofSaltSF/status/2073553337631559902](https://x.com/GrainofSaltSF/status/2073553337631559902)  


> 
> "How much Bitcoin did 
@Strategy
 acquire this past week?"


### Post #21 by @DonalDevine
> **Author:** Donal #BIP-110 ([@DonalDevine](https://x.com/DonalDevine))  
> **Metrics:** 41 likes · 4 retweets · 18 comments · 1.7K views  

> **Posted:** 2026-07-04T14:49:35+00:00  


> **Source Link:** [https://x.com/DonalDevine/status/2073418954215715240](https://x.com/DonalDevine/status/2073418954215715240)  


> 
> "If you own MSTR you are not a bitcoiner."


### Post #22 by @zaidlikesmstr
> **Author:** Zaid ([@zaidlikesmstr](https://x.com/zaidlikesmstr))  
> **Metrics:** 57 likes · 7 retweets · 4 comments · 1.7K views  

> **Posted:** 2026-07-04T01:32:04+00:00  


> **Source Link:** [https://x.com/zaidlikesmstr/status/2073218250528133170](https://x.com/zaidlikesmstr/status/2073218250528133170)  


> **Visual Note:** A black-and-white portrait of a silver-haired, bearded man resting his hand thoughtfully against his cheek, wearing a dark turtleneck against a plain white background. The contemplative pose visually reinforces the post's reference to Michael Saylor and his forward-looking strategic analogy about $MSTR and the newly launched $STRC preferred instrument.  

> 
> "$MSTR
One year in.

The iPhone analogy feels just as relevant today as the day 
@saylor
 first mentioned it.
$STRC
 launched in July 2025, and in less than a year it grew into a $10 billion instrument, raised billions of dollars of capital, and became the most liquid preferred"


### Post #23 by @StrategyMaxi
> **Author:** 100% Strategy ([@StrategyMaxi](https://x.com/StrategyMaxi))  
> **Metrics:** 22 likes · 0 retweets · 4 comments · 1.6K views  

> **Posted:** 2026-07-04T02:27:42+00:00  


> **Source Link:** [https://x.com/StrategyMaxi/status/2073232253573116161](https://x.com/StrategyMaxi/status/2073232253573116161)  


> **Visual Note:** A Revenue Sharing screen shows total payouts of $2,431.99, with the next payout scheduled for Jul 17, 2026, and previous payouts ranging from $63.50 to $163.49, reflecting the biweekly earnings the user is referencing as a financial lifeline. The post describes relying on these small streaming payouts to cope with losses from $MSTR's dramatic drop from $540 to $80, highlighting the contrast between modest revenue-sharing income and significant investment debt.  

> 
> "Just got my payout from you guys. I appreciate your continued support. 

I will be taking extraordinary measures to combat the overwhelming debt that has been crushing my soul due to 
$MSTR
 crashing from $540 to $80. 
@comic
, whom I blocked for insulting me. It hurts.

I am more"


### Post #24 by @zaidlikesmstr
> **Author:** Zaid ([@zaidlikesmstr](https://x.com/zaidlikesmstr))  
> **Metrics:** 48 likes · 5 retweets · 6 comments · 1.4K views  

> **Posted:** 2026-07-04T23:02:21+00:00  


> **Source Link:** [https://x.com/zaidlikesmstr/status/2073542962529632395](https://x.com/zaidlikesmstr/status/2073542962529632395)  


> **Visual Note:** The 'Strategy' logo (formerly MicroStrategy) displayed in black text on an orange background, with a Bitcoin 'B' symbol integrated into the design.  

> 
> "$MSTR
We’re back to guessing what management has done behind the scenes.

Only this time, the Bitcoin monetization framework and the new buyback programs for both 
$STRC
 and 
$MSTR
 have made the guessing game even harder.

This week saw:

• 
$MSTR
 +22.99%
• 
$STRC
 +15.66%
• mNAV"


### Post #25 by @SelzTrades
> **Author:** Selz ([@SelzTrades](https://x.com/SelzTrades))  
> **Metrics:** 9 likes · 0 retweets · 1 comments · 1.4K views  

> **Posted:** 2026-07-04T01:23:24+00:00  


> **Source Link:** [https://x.com/SelzTrades/status/2073216071843360793](https://x.com/SelzTrades/status/2073216071843360793)  


> **Video Content:** The video shows a shirtless man riding what appears to be a motorized chair or makeshift watercraft across a lake, with a large American flag mounted behind him as water sprays up around the contraption. The scene captures him cruising past a tree-lined shore, spraying water behind the seat as he speeds along. The accompanying post references stock tickers like $BABA, $MSTR, $COIN, $CRCL, and $PEP in a hyped-up "Moonday" trading message aimed at Discord groups.  

> 
> "Sooo 
$BABA
 $MSTR
  $COIN
 $CRCL
 all gonna gap up for me and the gang on Moonday. 

I like a 
$PEP
 a vary much for an IV a Flush this week, or it runs up into. 

Okay now all discord owners start callin stuff before Monday and let your nuts hang."


### Post #26 by @DeFi_initiate
> **Author:** DFi ([@DeFi_initiate](https://x.com/DeFi_initiate))  
> **Metrics:** 5 likes · 4 retweets · 0 comments · 1.2K views  

> **Posted:** 2026-07-04T11:55:32+00:00  


> **Source Link:** [https://x.com/DeFi_initiate/status/2073375152549646771](https://x.com/DeFi_initiate/status/2073375152549646771)  


> **Visual Note:** The image shows the MSTR Over/Undervalued chart tracking MicroStrategy's (MSTR) price relative to its estimated fair value from May 2022 through early 2025, overlaid with Bitcoin (BTC) price action ranging from near $10,000 to a peak around $120,000. The recent transition from red (undervalued) to blue (overvalued) territory in mid-2025 visually supports the post's claim, as MSTR rallied 22% from $82.31 to $100.77 while BTC only rose 2% from $60,032 to $61,508, indicating the market corrected the prior undervaluation highlighted at the end of the previous week.  

> 
> "The first week saw 
$MSTR
 make a major move from $82.31 to $100.77 (+22%) while 
$BTC
 rose slightly from $60,032 to $61,508 (+2%, Jun 26 to Jul 2 UTC closes). This is clear recognition that the stock was undervalued at the end of last week (as highlighted in the original post"


### Post #27 by @StrategyPedro
> **Author:** Pedro ₿ ([@StrategyPedro](https://x.com/StrategyPedro))  
> **Metrics:** 19 likes · 1 retweets · 2 comments · 857 views  

> **Posted:** 2026-07-04T16:27:39+00:00  


> **Source Link:** [https://x.com/StrategyPedro/status/2073443631671701889](https://x.com/StrategyPedro/status/2073443631671701889)  


> 
> "All this 
$MSTR
 FUD is largely due to Bitcoin’s price action.

Had 
$BTC
 be sitting at $130k, I doubt we would be hearing about if cash reserves are enough to fund the dividend obligations.

Not that that point doesn’t make sense, but it’s just the truth."


### Post #28 by @SatsIntel
> **Author:** SatsIntel - Inteligencia del Bitcoin Standard ([@SatsIntel](https://x.com/SatsIntel))  
> **Metrics:** 6 likes · 4 retweets · 4 comments · 830 views  

> **Posted:** 2026-07-04T19:49:09+00:00  


> **Source Link:** [https://x.com/SatsIntel/status/2073494341511680019](https://x.com/SatsIntel/status/2073494341511680019)  


> **Visual Note:** SatsIntel dashboard showing the top 5 BTC treasuries totaling 994.903 BTC (4.74% of supply), led by Strategy/MicroStrategy with 847,363 BTC, followed by XXI, Metaplanet (3350.T), MARA, and Galaxy Digital.  

> 
> "Cierre tesoreras #Bitcoin · 2 jul 2026

Top 5 cotizadas (994.903 BTC ≈ 4,74% del supply)

 
satsintel.io/directorio

▸ 
$MSTR
 +7,90%
▸ 
$XXI
 +0,74%
▸ 3350.T +3,50%
▸ 
$MARA
 −7,26%
▸ 
$GLXY
 −4,91%"


### Post #29 by @Truenorthclips
> **Author:** True North Clips ([@Truenorthclips](https://x.com/Truenorthclips))  
> **Metrics:** 11 likes · 1 retweets · 1 comments · 517 views  

> **Posted:** 2026-07-04T16:00:00+00:00  


> **Source Link:** [https://x.com/Truenorthclips/status/2073436675745710572](https://x.com/Truenorthclips/status/2073436675745710572)  


> **Video Content:** Four-person podcast grid for 'The Stress Test | Ep. 72' on True North, featuring Jeff W, Mason Foard, Soleil, and Grain of Salt, with a ticker showing SIBIT, $VTI, $VTWO, $ASST, $SATA, $MSTR, and $STRC.  

> 
> ""Strategy is going to get margin called."
$MSTR
 doesn’t buy on margin. 

They issue equity to build the balance sheet.  

The actual liquidations hitting the market? 

Institutional investors and hedge funds taking overleveraged positions on 
$STRC
.

When the market drops, the

[Spoken audio]: If there was a margin call on stretch it was not strategy or stretch. It's the investors, hedge funds. If you have bought stretch and strategy and you just hold it just straight there is no margin cause."


### Post #30 by @Standard21btc
> **Author:** Standard 21 ([@Standard21btc](https://x.com/Standard21btc))  
> **Metrics:** 2 likes · 2 retweets · 2 comments · 336 views  

> **Posted:** 2026-07-04T19:50:57+00:00  


> **Source Link:** [https://x.com/Standard21btc/status/2073494793406087579](https://x.com/Standard21btc/status/2073494793406087579)  


> **Visual Note:** A dark-themed dashboard titled 'SatsIntel' (dated 2 jul 2026) showing the top 5 BTC treasuries totaling 994.903 BTC, led by MSTR (Strategy/MicroStrategy) at 847.363 BTC.  

> 
> "Tesoreras de #Bitcoin powered by 
@SatsIntel
 



satsintel.io/directorio 
$MSTR
 $XXI
 $MARA
 $GLXY"


### Post #31 by @cryptogems555
> **Author:** Crypto GEMs ([@cryptogems555](https://x.com/cryptogems555))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 291 views  

> **Posted:** 2026-07-04T19:51:19+00:00  


> **Source Link:** [https://x.com/cryptogems555/status/2073494885676527931](https://x.com/cryptogems555/status/2073494885676527931)  


> 
> "Love 
$MSTR"


### Post #32 by @CoinMarketCap:TheStreetRoundtable
> **Author:** ([@CoinMarketCap:TheStreetRoundtable](https://x.com/CoinMarketCap:TheStreetRoundtable))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 200 views  

> **Posted:** 2026-07-04T20:35:51.669052+00:00  


> **Source Link:** [https://coinmarketcap.com/community/articles/6a496ea4e858074df595e304/](https://coinmarketcap.com/community/articles/6a496ea4e858074df595e304/)  


> 
> "Veteran analyst flags something unusual in Bitcoin charts


Weak employment figures give crypto markets a lift, while a veteran analyst spots a technical setup that could signal the end of Bitcoin's months-long slide. The leading cryptocurrency pushed"


### Post #33 by @CoinMarketCap:CryptoFrontNews
> **Author:** ([@CoinMarketCap:CryptoFrontNews](https://x.com/CoinMarketCap:CryptoFrontNews))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 200 views  

> **Posted:** 2026-07-04T14:35:58.373220+00:00  


> **Source Link:** [https://coinmarketcap.com/community/articles/6a491a2fd138cd7aafcd48af/](https://coinmarketcap.com/community/articles/6a491a2fd138cd7aafcd48af/)  


> 
> "Bitwise CIO Matt Hougan Says Strategy’s Bitcoin Role Is Changing


Matt Hougan said Strategy can now sell Bitcoin when needed to help fund STRC dividend obligations. Hougan believes Strategy is becoming a flexible market participant rather than a constant Bi"


### Post #34 by @WizzyOnChain
> **Author:** Wizzy ([@WizzyOnChain](https://x.com/WizzyOnChain))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 163 views  

> **Posted:** 2026-07-04T15:08:15+00:00  


> **Source Link:** [https://x.com/WizzyOnChain/status/2073423651714777413](https://x.com/WizzyOnChain/status/2073423651714777413)  


> **Visual Note:** The image shows the Bitcoin (BTC) logo—a black stylized "₿" symbol on an orange circular background. It relates to the post by representing the Bitcoin holdings central to Strategy's ($MSTR) financial strategy, which Galaxy and JPMorgan are debating regarding whether the company can generate cash income without selling its BTC or diluting shareholders.  

> 
> "Galaxy says JPMorgan's dilution plan for Strategy won't fix the structural issues.

The real debate: can 
$MSTR
 generate cash income without selling BTC or diluting shareholders?

Galaxy thinks yes. JPMorgan disagrees. Saylor's watching."


### Post #35 by @LensMoso
> **Author:** Lens  ([@LensMoso](https://x.com/LensMoso))  
> **Metrics:** 4 likes · 0 retweets · 3 comments · 108 views  

> **Posted:** 2026-07-04T02:33:31+00:00  


> **Source Link:** [https://x.com/LensMoso/status/2073233716961517661](https://x.com/LensMoso/status/2073233716961517661)  


> **Visual Note:** CoinMarketCap Bitcoin (BTC) page showing the current price at $62,469.78 (down 3.04%) with a TradingView chart displaying price trends through 2026 and market stats including a 1.25T market cap.  

> 
> "Why are Bitcoin proxy stocks surging more than $BTC?

When $BTC recovers, names like $MSTR, $MARA, or $IBIT often surge even more due to providing higher exposure to Bitcoin.

However, the performance of these proxies doesn't just depend on $BTC's price but is also influenced"


### Post #36 by @BitPaine
> **Author:** Bit Paine ([@BitPaine](https://x.com/BitPaine))  
> **Metrics:** 2 likes · 0 retweets · 0 comments · 68 views  

> **Posted:** 2026-07-04T22:18:29+00:00  


> **Source Link:** [https://x.com/BitPaine/status/2073531924988190948](https://x.com/BitPaine/status/2073531924988190948)  


> 
> "Still time to blow out one more shorting 
$MSTR
. Do it for old times sake."


### Post #37 by @Anatolii_Volf
> **Author:** ANATOLII VOLF ([@Anatolii_Volf](https://x.com/Anatolii_Volf))  
> **Metrics:** 1 likes · 0 retweets · 2 comments · 10 views  

> **Posted:** 2026-07-04T11:39:31+00:00  


> **Source Link:** [https://x.com/Anatolii_Volf/status/2073371123622801806](https://x.com/Anatolii_Volf/status/2073371123622801806)  


> **Visual Note:** A selfie video showing a young man with curly hair holding up a gold-colored smartphone, with Instagram engagement metrics showing 120K likes, 1,065 comments, and 3,459 shares on the account "carterpcs".  

> 
> "Trump’s smartphone has been mocked following the release of initial reviews.

Social media users noted that the device's video quality is comparable to that of outdated Android phones.

#Bitcoin #BTC #Crypto #Altcoins #CryptoTrading #money #investment 
#MSTR"


### Post #38 by @CoinMarketCap:CryptoFrontNews
> **Author:** ([@CoinMarketCap:CryptoFrontNews](https://x.com/CoinMarketCap:CryptoFrontNews))  
> **Metrics:** 0 likes · 0 retweets · 0 comments  

> **Posted:** 2026-07-04T20:35:58.565981+00:00  


> **Source Link:** [https://coinmarketcap.com/community/articles/6a496e96e858074df595e2f2/](https://coinmarketcap.com/community/articles/6a496e96e858074df595e2f2/)  


> 
> "Galaxy Explains Strategy’s New Bitcoin Capital Plan


Strategy introduced a new capital framework with cash reserves, revised dividends, and Bitcoin monetization options. Galaxy said the plan improves financial flexibility as investors questione"


### Post #39 by @CoinMarketCap:Coingabbar
> **Author:** ([@CoinMarketCap:Coingabbar](https://x.com/CoinMarketCap:Coingabbar))  
> **Metrics:** 0 likes · 0 retweets · 0 comments  

> **Posted:** 2026-07-04T12:15:11.231832+00:00  


> **Source Link:** [https://coinmarketcap.com/community/articles/6a48f9498d97c648b8ed5ef2/](https://coinmarketcap.com/community/articles/6a48f9498d97c648b8ed5ef2/)  


> 
> "Michael Saylor Is Back: BTC, MSTR, STRC Surge After Sharp Fall


Weeks ago, Strategy looked like it was cracking under its own weight. MSTR was down 85% from its high. STRC was slipping off its peg. Bitcoin was deep in the red. Now all three are bouncing h"


### Post #40 by @CoinMarketCap:LondonInsider
> **Author:** ([@CoinMarketCap:LondonInsider](https://x.com/CoinMarketCap:LondonInsider))  
> **Metrics:** 0 likes · 0 retweets · 0 comments  

> **Posted:** 2026-07-04T10:45:47.894890+00:00  


> **Source Link:** [https://coinmarketcap.com/community/articles/6a48e44367e8185584c932f3/](https://coinmarketcap.com/community/articles/6a48e44367e8185584c932f3/)  


> 
> "Strategy Will Not Be Forced to Sell Bitcoin Even if MSTR Stock Drops Below NAV, Says Bitwise CIO


Strategy will not be forced to sell its large Bitcoin holdings even if its share price drops below net asset value, according to Bitwise chief investment officer Matt Hougan, who criticized c"


### Post #41 by @CoinMarketCap:BSCNews
> **Author:** ([@CoinMarketCap:BSCNews](https://x.com/CoinMarketCap:BSCNews))  
> **Metrics:** 0 likes · 0 retweets · 0 comments  

> **Posted:** 2026-07-04T00:45:51.709158+00:00  


> **Source Link:** [https://coinmarketcap.com/community/articles/6a4857a4bad1fd5463ff3208/](https://coinmarketcap.com/community/articles/6a4857a4bad1fd5463ff3208/)  


> 
> "Strategy's Bitcoin Era Is Ending?


From Corporate Anchor to Flexible Allocator Michael Saylor's Strategy has spent years serving as one of the most consistent and visible buyers of $BTC, but Bitwise Chief Investment Officer Ma"


### Post #42 by @CoinMarketCap:Coincu
> **Author:** ([@CoinMarketCap:Coincu](https://x.com/CoinMarketCap:Coincu))  
> **Metrics:** 0 likes · 0 retweets · 0 comments  

> **Posted:** 2026-07-04T00:45:51.709119+00:00  


> **Source Link:** [https://coinmarketcap.com/community/articles/6a4857a1d5554527328de9d1/](https://coinmarketcap.com/community/articles/6a4857a1d5554527328de9d1/)  


> 
> "Strategy Urged to Monetize 847,363 BTC With Lending or Options


Strategy, the company holding 847,363 BTC in its corporate treasury, is facing calls to generate income from its massive Bitcoin position through lending or options strategies rather than sel"


### Post #43 by @CoinMarketCap:btcsistemien
> **Author:** ([@CoinMarketCap:btcsistemien](https://x.com/CoinMarketCap:btcsistemien))  
> **Metrics:** 0 likes · 0 retweets · 0 comments  

> **Posted:** 2026-07-04T00:45:51.709108+00:00  


> **Source Link:** [https://coinmarketcap.com/community/articles/6a4857a5a134114522ab63a1/](https://coinmarketcap.com/community/articles/6a4857a5a134114522ab63a1/)  


> 
> "Can the Major Bitcoin Bull Strategy Recover From Here, or Are There Warning Signs?


Galaxy Research Director Alex Thorn said that Strategy’s capital management adjustments, announced on Monday, represent a significant milestone for the company but do not mean that structural"


### Post #44 by @reddit
> **Author:** CalligrapherAlive829 ([@reddit](https://x.com/reddit))  
> **Metrics:** 0 likes · 0 retweets · 14 comments  

> **Posted:** 2026-07-04T00:29:17.555000+00:00  


> **Source Link:** [https://x.com/reddit/status/52972ab0e9fb42b66cf19e53865836300d6309dce004adc369ff929b6fbd29f5](https://x.com/reddit/status/52972ab0e9fb42b66cf19e53865836300d6309dce004adc369ff929b6fbd29f5)  


> 
> "MSTR price in 2028

Let’s say it’s late 2028, and let’s say bitcoin is starting to hit new ATH’s again. What do you think the price of it will be then?"




---

*Generated by Context Pilot Social Intelligence Engine.*