# $MSTR Catalyst Posts & Social Intelligence Recap — July 12, 2026

> **Asset:** $MSTR  
> **Date:** 2026-07-12 (July 12, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/mstr/2026-07-12  
> **Token Profile:** https://cryptitalk.com/tokens/mstr.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @cryptorover
> **Author:** Crypto Rover ([@cryptorover](https://x.com/cryptorover))  
> **Metrics:** 631 likes · 70 retweets · 83 comments · 69.2K views  

> **Posted:** 2026-07-12T12:44:11+00:00  


> **Source Link:** [https://x.com/cryptorover/status/2076286497213329526](https://x.com/cryptorover/status/2076286497213329526)  


> **Visual Note:** A screenshot of a tweet by Michael Saylor (@saylor) with the caption "Orange dots tell only part of the story," featuring a chart from StrategyTracker.com that displays MicroStrategy's Bitcoin Reserve Value of $54.00 billion and average cost of $75,653, with orange dots marking purchase events and a line showing bitcoin price and average purchase price over time.  

> 
> "NOW: Michael Saylor hints at Strategy 
$MSTR
 buying more Bitcoin."


### Post #2 by @PhyrexNi
> **Author:** Phyrex ([@PhyrexNi](https://x.com/PhyrexNi))  
> **Metrics:** 59 likes · 2 retweets · 48 comments · 58.8K views  

> **Posted:** 2026-07-12T16:45:38+00:00  


> **Source Link:** [https://x.com/PhyrexNi/status/2076347261752414314](https://x.com/PhyrexNi/status/2076347261752414314)  


> **Visual Note:** A screenshot of Michael Saylor's tweet showing Strategy's (MSTR) Bitcoin holdings chart at $54.00 billion, with 643,775 BTC at an average cost of $75,603, accompanying a poll asking followers to guess MSTR's weekly Bitcoin activity between buying, selling, or purchasing over 3,588 BTC.  

> 
> "Guess the direction of $MSTR this week:

1. MSTR buys Bitcoin 
2. MSTR sells Bitcoin
3. MSTR buys more than 3,588 Bitcoins"


### Post #3 by @CryptoMichNL
> **Author:** Michaël van de Poppe ([@CryptoMichNL](https://x.com/CryptoMichNL))  
> **Metrics:** 199 likes · 21 retweets · 48 comments · 37.6K views  

> **Posted:** 2026-07-12T17:00:00+00:00  


> **Source Link:** [https://x.com/CryptoMichNL/status/2076350877481497037](https://x.com/CryptoMichNL/status/2076350877481497037)  


> **Visual Note:** The image is an "OCM DATs Dashboard" showing the mNAV Pulse of MSTR alongside MSTR's stock price from 2021 to 2026, highlighting that the current mNAV levels around 0.5–1.5x are comparable to or better than previous bear market lows—supporting the post's argument that MSTR is a buying opportunity before conditions improve.  

> 
> "A lot of people are mocking on 
$MSTR
.

It's actually a great opportunity to be allocating into 
$MSTR
, 
$BTC
.

The previous bear market the mNAV was way worse than current conditions and he has even strengthened his entire position.

This won't last long, and probably we're"


### Post #4 by @RobinNakamoto
> **Author:** Robin Nakamoto ([@RobinNakamoto](https://x.com/RobinNakamoto))  
> **Metrics:** 214 likes · 5 retweets · 66 comments · 29.8K views  

> **Posted:** 2026-07-12T20:31:08+00:00  


> **Source Link:** [https://x.com/RobinNakamoto/status/2076404010743984293](https://x.com/RobinNakamoto/status/2076404010743984293)  


> **Visual Note:** Two men smile for a photo at what appears to be a social event with greenery in the background; the younger man wears a black "MICROSTRATEGY" t-shirt (with the "O" styled as a Bitcoin logo), while the older man wears a black jacket featuring a Bitcoin pin. The image relates to the post as a nostalgic throwback featuring someone associated with early $MSTR enthusiasm being asked about.  

> 
> "Serious question: Whatever happened to Gladiator? Is he still around, or was he only bullish on 
$MSTR
 during the bull market?"


### Post #5 by @ZynxBTC
> **Author:** Zynx ([@ZynxBTC](https://x.com/ZynxBTC))  
> **Metrics:** 514 likes · 30 retweets · 37 comments · 24.4K views  

> **Posted:** 2026-07-12T12:52:19+00:00  


> **Source Link:** [https://x.com/ZynxBTC/status/2076288543719133409](https://x.com/ZynxBTC/status/2076288543719133409)  


> **Visual Note:** The image is a chart from StrategyTracker.com showing MicroStrategy's (MSTR) Bitcoin holdings, valued at $54.00 billion with an average purchase price of $75,653 and a -15.41% return, tracking the company's BTC purchases since 2020-06-10. This relates to the post about being a patient MSTR shareholder awaiting the elimination of $6.7B in convertible debt and increased STRC adoption, as the chart visualizes the scale of MicroStrategy's Bitcoin treasury strategy that the shareholder is committed to.  

> 
> "Looking forward to seeing the announcement tomorrow.

As a 
$MSTR
 shareholder I am happy to be patient and wait for the following to occur:

1) Elimination of the $6.7B in convertible debt.

2) Increased adoption of 
$STRC
 and S&P 500 inclusion.

Staying the course."


### Post #6 by @0xallen69
> **Author:** 0xAllen ([@0xallen69](https://x.com/0xallen69))  
> **Metrics:** 99 likes · 0 retweets · 104 comments · 20.9K views  

> **Posted:** 2026-07-12T06:16:07+00:00  


> **Source Link:** [https://x.com/0xallen69/status/2076188836934426731](https://x.com/0xallen69/status/2076188836934426731)  


> **Visual Note:** A Chinese marketing infographic titled '为什么优先选择 Bitget rToken' (Why choose Bitget rToken) showing a circular chart of advantages and a comparison table of Bitget Token, bStock, xStock, and Ondo.  

> 
> "After hands-on testing and comparing the liquidity of five major popular U.S. stock targets, I was genuinely won over by Bitget rToken 
@Bitget_zh
 

This time, I tested five core targets: MSTR, SPY, QQQ, CRCL, and NVDA, conducting a horizontal comparison across the three"


### Post #7 by @OnChainMind
> **Author:** On-Chain Mind ([@OnChainMind](https://x.com/OnChainMind))  
> **Metrics:** 102 likes · 12 retweets · 4 comments · 20.9K views  

> **Posted:** 2026-07-12T13:48:33+00:00  


> **Source Link:** [https://x.com/OnChainMind/status/2076302698685559038](https://x.com/OnChainMind/status/2076302698685559038)  


> **Visual Note:** The image shows the On-Chain Mind (OCM) DATs Dashboard charting mNAV %ile (orange) against MSTR Stock (white) from 2021 to 2026, with the mNAV currently near historic lows around the 1st percentile, mirroring the post's observation that this is among the most depressed readings in MSTR's history aside from a brief 2022 bear market dip.  

> 
> "MSTR’s mNAV is sitting in the 1st percentile of its entire history.

That’s a far more powerful way to look at valuation than the raw multiple.

The only other time we’ve seen readings this depressed was for a few weeks during the depths of the 2022 bear market."


### Post #8 by @ChrisMMillas
> **Author:** Chris Millas ([@ChrisMMillas](https://x.com/ChrisMMillas))  
> **Metrics:** 524 likes · 24 retweets · 67 comments · 20.5K views  

> **Posted:** 2026-07-12T12:00:01+00:00  


> **Source Link:** [https://x.com/ChrisMMillas/status/2076275381963809017](https://x.com/ChrisMMillas/status/2076275381963809017)  


> 
> "If 
$BTC
 breaks $150K and 
$MSTR
 breaks $400 this cycle, X is going to witness a level of trolling like it's never seen before.

The memes are going to be historic.

The receipts I have saved are going to be biblical.

It’s going to be absolute fireworks.

And then both will"


### Post #9 by @ChrisMMillas
> **Author:** Chris Millas ([@ChrisMMillas](https://x.com/ChrisMMillas))  
> **Metrics:** 296 likes · 9 retweets · 60 comments · 19.9K views  

> **Posted:** 2026-07-12T15:00:01+00:00  


> **Source Link:** [https://x.com/ChrisMMillas/status/2076320682988736658](https://x.com/ChrisMMillas/status/2076320682988736658)  


> 
> "Within the next 6-9 months:

→ 
$BTC
 is either going to hit <$40K or >$150K.
→ 
$MSTR
 is either going to hit <$50 or >$400.

Place your bets."


### Post #10 by @CryptoTweets
> **Author:** CryptoTweets ([@CryptoTweets](https://x.com/CryptoTweets))  
> **Metrics:** 65 likes · 2 retweets · 12 comments · 19.4K views  

> **Posted:** 2026-07-12T12:45:25+00:00  


> **Source Link:** [https://x.com/CryptoTweets/status/2076286809005293860](https://x.com/CryptoTweets/status/2076286809005293860)  


> **Visual Note:** This image shows a screenshot from Michael Saylor's Twitter account alongside a graph illustrating Bitcoin purchase events, with the text "Orange dots tell only part of the story." This complements the post's hint about MicroStrategy's ($MSTR) future Bitcoin buying strategy.  

> 
> "JUST IN: Michael Saylor hints at Strategy 
$MSTR
 buying more Bitcoin."


### Post #11 by @cryptojack
> **Author:** CryptoJack ([@cryptojack](https://x.com/cryptojack))  
> **Metrics:** 224 likes · 23 retweets · 53 comments · 18.6K views  

> **Posted:** 2026-07-12T12:56:14+00:00  


> **Source Link:** [https://x.com/cryptojack/status/2076289530038980656](https://x.com/cryptojack/status/2076289530038980656)  


> **Visual Note:** A StrategyTracker.com chart shows MicroStrategy's (MSTR) Bitcoin holdings at $54.00 billion (643,775 BTC at an avg price of $75,653) across 112 purchase events, with the visualization tracking Bitcoin's price against the company's buy points—directly contextualizing Michael Saylor's hint at further BTC accumulation by illustrating the scale of the firm's existing position.  

> 
> "BREAKING: Michael Saylor hints at Strategy 
$MSTR
 buying more Bitcoin."


### Post #12 by @AAStack
> **Author:** AA ([@AAStack](https://x.com/AAStack))  
> **Metrics:** 303 likes · 16 retweets · 46 comments · 15.8K views  

> **Posted:** 2026-07-12T13:45:53+00:00  


> **Source Link:** [https://x.com/AAStack/status/2076302026133094793](https://x.com/AAStack/status/2076302026133094793)  


> **Visual Note:** A chart from StrategyTracker displays Strategy's (formerly MicroStrategy/MSTR) Bitcoin holdings valued at $54.00 billion, with a current price of $75,653 and an average purchase price indicator, visualizing the accumulation strategy. The image supports the post's defense of MSTR by showing the long-term upward trajectory of Bitcoin purchases despite drawdowns, illustrating that volatile price swings were temporary on the path to substantial gains for those who held with conviction.  

> 
> "Dont be fooled. 99% of the loudest MSTR haters are former shareholders who confused volatility with failure and sold at a lost. 
They bought for a quick gain, panic sold during a drawdown, and now criticize the very strategy they never had the conviction to see through.

High"


### Post #13 by @blockTVBee
> **Author:** TVBee ([@blockTVBee](https://x.com/blockTVBee))  
> **Metrics:** 49 likes · 1 retweets · 29 comments · 14.9K views  

> **Posted:** 2026-07-12T15:02:35+00:00  


> **Source Link:** [https://x.com/blockTVBee/status/2076321330165907629](https://x.com/blockTVBee/status/2076321330165907629)  


> **Visual Note:** A tweet by Michael Saylor (@saylor) in Chinese saying the orange dots only tell part of the story, accompanied by a StrategyTracker chart showing Bitcoin Reserve Value at $54.00 billion and Strategy's BTC holdings trend from 2020 to 2025.  

> 
> "MicroStrategy is highly likely to continue selling BTC, with speculation that they will sell at least $2.25 billion worth.
@Saylor
: The orange dots only tell part of the story.

The orange dots represent buying BTC, and this statement seems to be hinting at continued BTC sales."


### Post #14 by @Truenorthclips
> **Author:** True North Clips ([@Truenorthclips](https://x.com/Truenorthclips))  
> **Metrics:** 102 likes · 4 retweets · 6 comments · 11.3K views  

> **Posted:** 2026-07-12T17:00:00+00:00  


> **Source Link:** [https://x.com/Truenorthclips/status/2076350875841520111](https://x.com/Truenorthclips/status/2076350875841520111)  


> **Video Content:** The video shows a three-person podcast panel discussion titled "MSTR Sells Bitcoin to Fund Dividend | Ep. 73," featuring Jeff Walton, Joe Burnett, and another host in a split-screen format with a "True North" branding overlay. Throughout the clip, the men appear in static video call windows while large yellow caption text flashes across the bottom of the screen, reading sequentially: "WORTH OF BITCOIN," "BEARS," "DESPITE STRATEGY SELLING," and "A GOOD TOOL." The ticker bar at the bottom displays live prices for assets including SBRK, KRE, XLF, SPY, SQQQ, DOGE, BITO, and XRP, while the post context explains that MSTR sold $215 million in BTC around $59-60k to book a tax loss and strengthen its balance sheet, despite BTC opening Monday at $64k.  

> 
> "$MSTR
 sold $215 million of 
$BTC
.
$BTC
 went up.

Average sale price around 59-60k. 

Monday morning 
$BTC
 opened at $64k.

They didn't need to sell. They chose to sell. To book a tax loss. To strengthen the balance sheet. To demonstrate optionality.

And the market responded by"


### Post #15 by @Felix_Hsu
> **Author:** felixhsu ([@Felix_Hsu](https://x.com/Felix_Hsu))  
> **Metrics:** 26 likes · 5 retweets · 0 comments · 9.5K views  

> **Posted:** 2026-07-12T14:35:44+00:00  


> **Source Link:** [https://x.com/Felix_Hsu/status/2076314572634648963](https://x.com/Felix_Hsu/status/2076314572634648963)  


> **Visual Note:** A TradingView chart of BTCUSD on the 4-hour timeframe shows Bitcoin trading at approximately $63,564 with a recent peak of $63,999 and low of $57,800, illustrating the intense long-short battle around the $64k level mentioned in the post. The chart includes volume bars, Bollinger Bands, and several technical indicators with multiple bullish (green) and bearish (red) signals visible across the lower panels.  

> 
> "Finally took a break this weekend, throwing everything aside (actually paid to go through some grueling training to lose weight )

Looking back at the past 6 days, intense long-short battle at the 64k level 

MSTR and STRC have stopped falling 

But next week is packed with"


### Post #16 by @_Adrian
> **Author:** Adrian Morris ([@_Adrian](https://x.com/_Adrian))  
> **Metrics:** 183 likes · 6 retweets · 13 comments · 8.3K views  

> **Posted:** 2026-07-12T12:29:51+00:00  


> **Source Link:** [https://x.com/_Adrian/status/2076282891320144301](https://x.com/_Adrian/status/2076282891320144301)  


> **Visual Note:** A chart from StrategyTracker.com shows Bitcoin Reserve Value at $54.00 billion, with 543,775 BTC at an average cost of $75,653, down 15.41%. The graph displays Bitcoin Price (orange) and Average Purchase Price (dashed green line) from late 2021 to late 2025, with 112 purchase events totaling $62,375.  

> 
> "$MSTR
: Whether an Orange Dot or Green Dot, it's still Dotday."


### Post #17 by @DBATTAGLIAYtube
> **Author:** David Battaglia ([@DBATTAGLIAYtube](https://x.com/DBATTAGLIAYtube))  
> **Metrics:** 94 likes · 6 retweets · 17 comments · 7.0K views  

> **Posted:** 2026-07-12T14:49:29+00:00  


> **Source Link:** [https://x.com/DBATTAGLIAYtube/status/2076318031270100995](https://x.com/DBATTAGLIAYtube/status/2076318031270100995)  


> **Visual Note:** A StrategyTracker.com chart shows MicroStrategy's Bitcoin reserve value at $54.00 billion, with 842,775 BTC purchased at an average price of $75,653, currently valued at $64.3 billion—aligning with speculation that the company may have sold Bitcoin to improve cash reserves, repurchase MSTR/STRC shares, or pay off convertible debt.  

> 
> "He probably sold Bitcoin 

1) They could be to improve the cash reserve.

2) Re-buy MSTR or STRC.

3) Pay off convertible debt.

What do you think?"


### Post #18 by @QinRan_Poppy
> **Author:** 秦冉Poppy ([@QinRan_Poppy](https://x.com/QinRan_Poppy))  
> **Metrics:** 26 likes · 0 retweets · 31 comments · 6.8K views  

> **Posted:** 2026-07-12T16:50:47+00:00  


> **Source Link:** [https://x.com/QinRan_Poppy/status/2076348556575986060](https://x.com/QinRan_Poppy/status/2076348556575986060)  


> **Visual Note:** The image is a tweet from Michael Saylor (@saylor) showing a Strategy Tracker chart titled "$54.00 billion" with "642,775 Avg Cost: $75,453" and a "Total BTC" of 843,775. The chart displays Bitcoin Price, Strategy Purchased, and Average Purchase Price over time, visually representing Strategy's massive BTC accumulation—supporting Saylor's claim about the company's record-breaking corporate Bitcoin hoarding.  

> 
> "This week MSTR will buy 4000+ BTC to make up for last week's sales and a bit more, continuing to break the "corporate hoarding coins" record"


### Post #19 by @AdamBLiv
> **Author:** Adam Livingston ([@AdamBLiv](https://x.com/AdamBLiv))  
> **Metrics:** 56 likes · 6 retweets · 8 comments · 5.1K views  

> **Posted:** 2026-07-12T20:37:55+00:00  


> **Source Link:** [https://x.com/AdamBLiv/status/2076405719591477532](https://x.com/AdamBLiv/status/2076405719591477532)  


> 
> "Imagine explaining MSTR to a medieval peasant.

“We issue various claims in depreciating currency, use the proceeds to acquire scarce digital property, and leave the common equity exposed to the residual upside.”

He would call it alchemy.

Then he would mortgage the ox and buy"


### Post #20 by @michelleo_21mil
> **Author:** Michelle O ([@michelleo_21mil](https://x.com/michelleo_21mil))  
> **Metrics:** 91 likes · 5 retweets · 20 comments · 4.7K views  

> **Posted:** 2026-07-12T12:45:28+00:00  


> **Source Link:** [https://x.com/michelleo_21mil/status/2076286819788796194](https://x.com/michelleo_21mil/status/2076286819788796194)  


> **Visual Note:** A chart from StrategyTracker showing MicroStrategy's (MSTR) Bitcoin holdings valued at $54.00 billion, with 843,775 coins at an average purchase price of $75,653, plotted against Bitcoin price from June 2023 to October 2025. The visualization supports the bullish sentiment shift referenced in the post, displaying MSTR's accumulating BTC positions (orange dots) alongside rising Bitcoin prices that recently peaked near $120,000 before pulling back to ~$75,000.  

> 
> "Sentiment has completely changed in the comments…should we go mega bullish 
$MSTR
 ?"


### Post #21 by @BTCoptioneer
> **Author:** BTC Optioneer ([@BTCoptioneer](https://x.com/BTCoptioneer))  
> **Metrics:** 91 likes · 2 retweets · 6 comments · 4.4K views  

> **Posted:** 2026-07-12T13:26:52+00:00  


> **Source Link:** [https://x.com/BTCoptioneer/status/2076297240230982125](https://x.com/BTCoptioneer/status/2076297240230982125)  


> 
> "Most think 
$MSTR
 will sell more BTC on Monday.

Maybe the cash reserves are being increased to 24 months. 

In any case, the market has been inoculated and the price of BTC and MSTR should remain unaffected."


### Post #22 by @StrategyPedro
> **Author:** Pedro ₿ ([@StrategyPedro](https://x.com/StrategyPedro))  
> **Metrics:** 108 likes · 2 retweets · 3 comments · 4.2K views  

> **Posted:** 2026-07-12T10:05:10+00:00  


> **Source Link:** [https://x.com/StrategyPedro/status/2076246480944308265](https://x.com/StrategyPedro/status/2076246480944308265)  


> 
> "Day 15 of reposting Saylor.

I’ll get a like one day.

All. In. 
$MSTR
."


### Post #23 by @BTCBreadMan
> **Author:** Breadman ([@BTCBreadMan](https://x.com/BTCBreadMan))  
> **Metrics:** 91 likes · 5 retweets · 11 comments · 4.2K views  

> **Posted:** 2026-07-12T17:29:38+00:00  


> **Source Link:** [https://x.com/BTCBreadMan/status/2076358335855497604](https://x.com/BTCBreadMan/status/2076358335855497604)  


> 
> "So many retards mistook MSTR for a buy and hold forever asset when it is in reality a BTC printer during bull markets and a BTC bonfire during bear markets.

Bitcoin is the only buy and hold forever asset.

Everything else is a trade."


### Post #24 by @Realcoinforge
> **Author:** CoinForge ([@Realcoinforge](https://x.com/Realcoinforge))  
> **Metrics:** 13 likes · 2 retweets · 4 comments · 4.1K views  

> **Posted:** 2026-07-12T17:00:24+00:00  


> **Source Link:** [https://x.com/Realcoinforge/status/2076350978262286493](https://x.com/Realcoinforge/status/2076350978262286493)  


> **Video Content:** The video displays a monthly candlestick chart of Strategy Inc (MSTR) on NASDAQ, progressively drawing a bearish price projection across four frames. Each frame advances the timeline—starting around April 2015, moving to February 2023, then December 2027, and finally March 2024—with a red line charting a potential crash from the labeled "7. (Peak)" point down toward the ascending trendline marked "8. (Bottom)" near $20. The post's text asserts that MSTR is likely to crash toward $20 due to its heavy dependence on Bitcoin, which is said to be down over 50% since late 2025, though the chart's hand-drawn red projection illustrates this bearish scenario rather than reflecting actual price action.  

> 
> "$MSTR
 is very likely to crash towards $20 and it has already started.

Strategy as a company is insanely dependent on the performance of Bitcoin.

Since late 2025, Bitcoin is down over 50% and the company has suffered immensely.

If this is accurate, the stock will bottom near"


### Post #25 by @zaidlikesmstr
> **Author:** Zaid ([@zaidlikesmstr](https://x.com/zaidlikesmstr))  
> **Metrics:** 87 likes · 6 retweets · 11 comments · 4.1K views  

> **Posted:** 2026-07-12T00:06:46+00:00  


> **Source Link:** [https://x.com/zaidlikesmstr/status/2076095889094152202](https://x.com/zaidlikesmstr/status/2076095889094152202)  


> **Visual Note:** The image shows the word "Strategy" in bold black text on an orange background, with the "y" in Strategy stylized as the Bitcoin "₿" symbol, representing Strategy (formerly MicroStrategy, ticker $MSTR), a major corporate holder of Bitcoin that recently sold 3,588 BTC to fund its preferred dividend obligations.  

> 
> "$MSTR
We’re back after Strategy’s third ever Bitcoin sale, and this week’s signal feels harder to read than any we’ve had before.

Ironically, I think that’s a good sign.

The company sold 3,588 BTC to service its preferred dividend obligations, yet Bitcoin still finished the"


### Post #26 by @zaidlikesmstr
> **Author:** Zaid ([@zaidlikesmstr](https://x.com/zaidlikesmstr))  
> **Metrics:** 88 likes · 4 retweets · 8 comments · 3.8K views  

> **Posted:** 2026-07-12T12:42:57+00:00  


> **Source Link:** [https://x.com/zaidlikesmstr/status/2076286186893594632](https://x.com/zaidlikesmstr/status/2076286186893594632)  


> **Visual Note:** The image shows the "Strategy" logo (formerly MicroStrategy, ticker $MSTR) in white text with a Bitcoin symbol "₿" on an orange background. The logo visually reinforces the post's theme of Strategy's evolution, symbolizing the company's deepening integration with Bitcoin and its transition toward active capital management in the crypto space.  

> 
> "$MSTR
For over five years, the orange dots were the story.

Today, they’re only part of it.
@Strategy
 is evolving from one-way capital issuance to active capital management.

To me, that’s the message behind Saylor’s signal this morning.

It’s a subtle reminder that the"


### Post #27 by @BTCoptioneer
> **Author:** BTC Optioneer ([@BTCoptioneer](https://x.com/BTCoptioneer))  
> **Metrics:** 42 likes · 0 retweets · 12 comments · 2.9K views  

> **Posted:** 2026-07-12T16:37:00+00:00  


> **Source Link:** [https://x.com/BTCoptioneer/status/2076345087743672749](https://x.com/BTCoptioneer/status/2076345087743672749)  


> 
> "We are probably too bullish on 
$MSTR
 and BTC.

But the bears are probably too bearish.

The truth is likely somewhere in the middle. 

I would be happy with a 15% ARR for BTC and 20% ARR for 
$MSTR
."


### Post #28 by @juanbiter
> **Author:** Juan Rodríguez ([@juanbiter](https://x.com/juanbiter))  
> **Metrics:** 5 likes · 1 retweets · 0 comments · 2.8K views  

> **Posted:** 2026-07-12T16:41:36+00:00  


> **Source Link:** [https://x.com/juanbiter/status/2076346244893487264](https://x.com/juanbiter/status/2076346244893487264)  


> **Video Content:** Michael Saylor weighs in on the hypothetical scenario of Bitcoin dropping to $20,000, as indicated by the text "¿BITCOIN A $20K? SAYLOR RESPONDE" and the Bitcoin logo.  

> 
> "Qué pasaría con 
$STRC
 y 
@MicroStrategy
 si #bitcoin cayera a $20.000 
@saylor
 responde

[Spoken audio]: ¿Qué le pasaría a Stretch si Bitcoin cae a 20,000 o 50,000? ¿Entraríamos en un mercado bajista aún más frío y permaneceríamos allí durante 18, tal vez 24 meses? ¿Los inversionistas seguirían recibiendo el rendimiento prometido? ¿Y hay un punto en el que perderían su capital? La empresa está muy sobrecolateralizada actualmente en este momento. que el riesgo en la empresa es, yo lo dividiría así, creo que tenemos alrededor de 4.000 millones de dólares en deuda neta y 52.000 millones de dólares en activos en este momento, o quizá 50.000 millones. Así que si Bitcoin cayera un 90, 92%, eso sería muy malo para el capital. Tendríamos que refinanciar la deuda, ¿verdad? Y probablemente eso haría que el crédito se negociara débilmente al 90%. Pero no creo que incompliéramos con nada. Si Bitcoin cae un 100%, entonces tenemos un problema. Líos peores que el resto. ¿Verdad? Si cae un 100%. Si cae un 90%, eh, entonces probablemente el crédito se negocie débilmente y la deuda se refinancia. Si Bitcoin cae un 70%, eh, creo que todo el crédito y toda la deuda se resuelven bien y de nuevo no puedo garantizar a qué precio se negocia todo el crédito porque eso depende del sentimiento del mercado, pero no dejaríamos de pagar los dividendos. Si la mayor parte del riesgo está estructurada para estar en el capital, en el capital de MCTR. El capital está amplificado tanto a la alza como a la baja, así que si eres adverso al riesgo, entonces ya sabes realmente no eres un inversionista en acciones. Si, si fueras el inversionista de crédito más adverso al riesgo, simplemente comprarías los bonos que tenemos. Los bonos de hecho están sobrecolateralizados en promedio 12 a 1 y algunos de ellos están colateralizados como 81, ¿verdad? Y así que creo que calculamos el rendimiento imputado de BTC de los bonos. El rendimiento imputado de BTC de los bonos actualmente está valorado en menos 60% al año. ¿De acuerdo? Loco. O sea, los bonos son ellos. Las personas que tienen los bonos literalmente piensan que Bitcoin va a llegar a cero en diez años o en cinco años. Y no les importa, ¿verdad? Y aún así los bonos se pagan. El rendimiento imputado en BTC del crédito es como menos ocho por ciento, así que los diferenciales de crédito sobre el crédito asumen que Bitcoin cae un ocho por ciento para siempre o un nueve por ciento para siempre. Entonces si realmente crees que Bitcoin va a superar el menos nueve por ciento, entonces el crédito está en muy buena forma. Creo que el tramo de crédito senior es STRF. Está sobrecolateralizado nueve veces, nueve a uno, y luego ese 13 es 3.1 a uno. Por supuesto, si tienes Bitcoin estás colateralizado uno a uno, ¿verdad? Así que el punto es Bitcoin, sí, tal vez algo muy simple para observar ahora mismo es, es el retorno total de STRC en los últimos como 10 meses desde el máximo histórico de Bitcoin, es como menos 5% o menos 3% algo así. Y el retorno total de Bitcoin es menos 50%. Así que, efectivamente, hemos eliminado el 90% del riesgo de Bitcoin en medio de un mercado bajista con STRC. Así que, creo que esa es una respuesta corta. Si crees que Bitcoin va a caer más del 80%, probablemente no quieras mantener la acción y tal vez tampoco quieras mantener el crédito si piensas que Bitcoin va a ser volátil y se va a mover de manera lateral. Creo que la forma en que funciona es si si crees que Bitcoin va a ser comparable al índice S&P entonces todo este crédito es de grado de inversión. Por ejemplo si quieres hacer una simulación puedes ir a nuestro sitio web ir a la pestaña de crédito y en realidad se actualiza cada 15 segundos y puedes ingresar tu perspectiva futura sobre la volatilidad de bitcoin y tu perspectiva futura sobre el precio de bitcoin y puedes ingresar números negativos. Bitcoin caerá un 9.8% anual para siempre y puedes ingresar la volatilidad lo que verás y te muestra el riesgo y el diferencial de crédito justo y lo que descubres cuando haces eso es que el riesgo es muy sensible a la volatilidad. La diferencia entre una volatilidad de 45 y una de 40 en Bitcoin son 200 puntos básicos de diferencial de crédito. Y la diferencia entre si Bitcoin cae a una volatilidad de 30, todo esto empieza a aparecer de grado de inversión. Si Bitcoin sube un 10% anual, todo es grado de inversión. Así que para un maximalista que cree que Bitcoin subirá un 30% al año, no hay riesgo. Si eres escéptico y piensas que Bitcoin va a caer un 10% al año, está justamente valorado a los diferenciales de crédito actuales. Así que lo realmente interesante para un inversionista de crédito es que hemos creado un crédito homogéneo y transparente y puedes calcularlo con un modelo de distribución estadística log normal cada 15 segundos y Y puedes, si ni siquiera sabes de qué estoy hablando, puedes ir a cualquier IA y pedirle a la IA que genere el modelo de crédito por ti y lo hará. Así que realmente no puedes evaluar el crédito privado, no puedes evaluar el crédito hipotecario, no puedes evaluar el riesgo de crédito corporativo, ni el riesgo de crédito soberano de esta manera. Pero con el crédito digital puedes evaluarlo y luego puedes cubrirlo y puedes negociarlo. Y, por supuesto, creemos que es el mejor tipo de crédito del mundo porque estamos extrayendo este instrumento de crédito puro de un bloque de capital digital. Yes, es increíblemente escalable, increíblemente transparente. Y como muchas cosas, para mí era bastante obvio que Apple y Amazon no iban a desaparecer en 2010. De hecho, literalmente escribí un libro sobre eso. Y hoy en día parece bastante obvio para el resto del mundo. Pero en ese momento era totalmente una operación fuera del consenso. Podría saber multiplicado tu dinero por 20, ya sabes, en ese momento. Y me parece bastante obvio que Bitcoin no va a desaparecer. Si crees que Bitcoin no va a desaparecer, entonces, de hecho, mi punto para ti es que si realmente piensas que Bitcoin no va a desaparecer, la jugada ganadora es el crédito, Porque el crédito está valorado por personas que piensan que Bitcoin va a desaparecer en la próxima década, ahora mismo. Y eso creo que es lo interesante que está ocurriendo en el mercado."


### Post #29 by @BTCoptioneer
> **Author:** BTC Optioneer ([@BTCoptioneer](https://x.com/BTCoptioneer))  
> **Metrics:** 37 likes · 4 retweets · 9 comments · 2.5K views  

> **Posted:** 2026-07-12T14:28:00+00:00  


> **Source Link:** [https://x.com/BTCoptioneer/status/2076312623768014928](https://x.com/BTCoptioneer/status/2076312623768014928)  


> 
> "$MSTR
 outperformed BTC by 1.8x over the last 4 years.

It will likely outperform less going forward.

Maybe 1.5x over the next 10 years."


### Post #30 by @ssslumdunk
> **Author:** 龙心盐 ([@ssslumdunk](https://x.com/ssslumdunk))  
> **Metrics:** 9 likes · 0 retweets · 4 comments · 2.5K views  

> **Posted:** 2026-07-12T04:24:47+00:00  


> **Source Link:** [https://x.com/ssslumdunk/status/2076160822250999975](https://x.com/ssslumdunk/status/2076160822250999975)  


> 
> "MSTR's recent low point is roughly 81. Selling puts around 84 expiring at month-end—less than 20 days—brings in about $3, with a monthly yield of 5-6 points. Rock solid."


### Post #31 by @reddit
> **Author:** Worldly-Ad-1274 ([@reddit](https://x.com/reddit))  
> **Metrics:** 24 likes · 0 retweets · 37 comments · 2.4K views  

> **Posted:** 2026-07-12T07:11:03.835000+00:00  


> **Source Link:** [https://x.com/reddit/status/1c2884470eed85c290f1e329ed3a5e1d391ee4441b693a29eaf3fadb183968a4](https://x.com/reddit/status/1c2884470eed85c290f1e329ed3a5e1d391ee4441b693a29eaf3fadb183968a4)  


> 
> "Using MSTR as a "Lifestyle & Travel Fund" while keeping the BTC stack completely untouched. Anyone else running this exact tactic?

Hey everyone, I wanted to throw my current strategy out there, see what the community thinks, and find out if anyone else is running this exact same setup. First, the ground rules for my portfolio: I am a long-term Bitcoin believer. I DCA into BTC weekly, I have zero intention of stopping, and my core cold-storage stack is completely untouchable. I’m not selling it. However, life is happening right now. My family loves to travel, and I want to spend money making memories while the kids are young. I don't want to look back in 10 or 15 years wishing we had taken those trips. At the same time, I absolutely refuse to sell a single sat from my core BTC stack to fund vacations."


### Post #32 by @thepowerfulHRV
> **Author:** Mark Harvey ([@thepowerfulHRV](https://x.com/thepowerfulHRV))  
> **Metrics:** 64 likes · 2 retweets · 6 comments · 1.7K views  

> **Posted:** 2026-07-12T20:19:30+00:00  


> **Source Link:** [https://x.com/thepowerfulHRV/status/2076401082427744411](https://x.com/thepowerfulHRV/status/2076401082427744411)  


> 
> "So much noise. 
$MSTR
 is down because Bitcoin is down."


### Post #33 by @aganstwallst
> **Author:** Against Wall Street ([@aganstwallst](https://x.com/aganstwallst))  
> **Metrics:** 10 likes · 0 retweets · 3 comments · 1.6K views  

> **Posted:** 2026-07-12T10:03:13+00:00  


> **Source Link:** [https://x.com/aganstwallst/status/2076245990831464625](https://x.com/aganstwallst/status/2076245990831464625)  


> **Visual Note:** A candlestick chart of Bitcoin (BTC) showing price action on July 12, 2026, with an open of 63,951.4, high of 64,025.4, low of 63,795.2, and close of 63,950.6, alongside volume and order book data highlighting a buy wall supporting the $63,500 level as mentioned in the post.  

> 
> "Bitcoin’s buy wall is holding strong as support right now! 

Price defended $63.5k perfectly and didn’t fall below at all.
Clear path up to $65k from here. Some good news and we could easily push higher

Are we about to see a breakout? 
$BTC
 $MSTR"


### Post #34 by @OffshoreHODL
> **Author:** Flying Raven ([@OffshoreHODL](https://x.com/OffshoreHODL))  
> **Metrics:** 30 likes · 0 retweets · 2 comments · 1.3K views  

> **Posted:** 2026-07-12T13:47:20+00:00  


> **Source Link:** [https://x.com/OffshoreHODL/status/2076302391821860894](https://x.com/OffshoreHODL/status/2076302391821860894)  


> **Visual Note:** This image is a chart from StrategyTracker.com showing MicroStrategy's (MSTR) Bitcoin Reserve Value at $54.00 billion, with 843,775 BTC at an average cost of $75,653, currently down 15.41% as of July 21, 2026. The chart visualizes Bitcoin purchases (orange dots) and average purchase price (green dashed line) over time, providing context for the post's speculation that MSTR may have sold BTC to boost its USD reserve, as the recent cluster of orange dots appears to show continued accumulation activity during a period of price volatility.  

> 
> "The 
$MSTR
 active capital mgt era is underway. 

We’ll see what swaps were made last week. 

Every week may not be accretive - some weeks are for foundation building. 

My guess this week is selling BTC to increase the USD Reserve."


### Post #35 by @SatoshiSound
> **Author:** Robert Allen #BIP-110 ([@SatoshiSound](https://x.com/SatoshiSound))  
> **Metrics:** 62 likes · 18 retweets · 4 comments · 1.1K views  

> **Posted:** 2026-07-12T14:28:46+00:00  


> **Source Link:** [https://x.com/SatoshiSound/status/2076312818886807617](https://x.com/SatoshiSound/status/2076312818886807617)  


> 
> "Spam is hard to define.

That’s precisely why BIP-110 isn’t called “Ban Spam.”

It’s called the “Reduced Data Temporary Softfork.”

Anyway, let’s play your game.

Things worse for Bitcoin than spam:

1. Michael Saylor
2. Strategy
3. MSTR
4. STRK
5. STRF
6. STRD
7. STRC
8. STRE
9."


### Post #36 by @CoinMarketCap:cryptobreakingnews
> **Author:** ([@CoinMarketCap:cryptobreakingnews](https://x.com/CoinMarketCap:cryptobreakingnews))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 700 views  

> **Posted:** 2026-07-12T19:55:57.495791+00:00  


> **Source Link:** [https://coinmarketcap.com/community/articles/6a53f11a2295f50f52a233fb/](https://coinmarketcap.com/community/articles/6a53f11a2295f50f52a233fb/)  


> 
> "Saylor’s BTC pivot message needs clarity, StanChart says investors


Michael Saylor, the Strategy founder and long-time Bitcoin advocate, posted a new chart on Sunday meant to reinforce how investors should interpret his firm’s latest moves. The message—“Orang"


### Post #37 by @reddit
> **Author:** AutoModerator ([@reddit](https://x.com/reddit))  
> **Metrics:** 7 likes · 0 retweets · 1 comments · 700 views  

> **Posted:** 2026-07-12T11:01:47.255000+00:00  


> **Source Link:** [https://x.com/reddit/status/62df7cafa2233354e8e0c630502a75b3cb7cec353673c8a4d6be2eb115fbca5e](https://x.com/reddit/status/62df7cafa2233354e8e0c630502a75b3cb7cec353673c8a4d6be2eb115fbca5e)  


> 
> "MSTR Daily Discussion Thread - July 12, 2026"


### Post #38 by @blckchaindaily
> **Author:** Blockchain Daily News ([@blckchaindaily](https://x.com/blckchaindaily))  
> **Metrics:** 0 likes · 0 retweets · 1 comments · 570 views  

> **Posted:** 2026-07-12T18:43:52+00:00  


> **Source Link:** [https://x.com/blckchaindaily/status/2076377015566192658](https://x.com/blckchaindaily/status/2076377015566192658)  


> 
> "MICHAEL SAYLOR POSTS CRYPTIC STRATEGY CHART AFTER $216M BITCOIN SALE: 'ORANGE DOTS TELL ONLY PART OF THE STORY' 
$MSTR
 $BTC"


### Post #39 by @CoinMarketCap:bhnews
> **Author:** ([@CoinMarketCap:bhnews](https://x.com/CoinMarketCap:bhnews))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 500 views  

> **Posted:** 2026-07-12T18:45:58.049476+00:00  


> **Source Link:** [https://coinmarketcap.com/community/articles/6a53e0afdf6cc96f1c3f4b9f/](https://coinmarketcap.com/community/articles/6a53e0afdf6cc96f1c3f4b9f/)  


> 
> "Michael Saylor’s Firm Shakes Up Bitcoin Strategy


You can also read this news on BH NEWS: Michael Saylor’s Firm Shakes Up Bitcoin Strategy The digital asset investment firm founded by Michael Saylor, Strategy, has stirred interest with fresh"


### Post #40 by @InvestwithDoc
> **Author:** Invest With Doc - MD/MBA ([@InvestwithDoc](https://x.com/InvestwithDoc))  
> **Metrics:** 8 likes · 1 retweets · 1 comments · 476 views  

> **Posted:** 2026-07-12T14:47:59+00:00  


> **Source Link:** [https://x.com/InvestwithDoc/status/2076317652666945667](https://x.com/InvestwithDoc/status/2076317652666945667)  


> **Video Content:** The video shows a man in glasses and a black scrub top speaking to the camera in a static shot, with no major action or scene changes occurring across the 12 frames—only subtle shifts in his facial expressions and mouth movements as he talks. Behind him is a pinned tweet from Michael Saylor (@saylor) reading "Orange dots tell only part of the story," featuring a chart showing "$54.00 billion" in holdings and tagged under "Strategy," with engagement metrics of 894 comments and 751 retweets visible throughout. The post caption suggests Saylor may be hinting at another $MSTR sell.  

> 
> "Saylor hinting at another 
$MSTR
 sell tomorrow??"


### Post #41 by @CoinMarketCap:CoinTurkNews
> **Author:** ([@CoinMarketCap:CoinTurkNews](https://x.com/CoinMarketCap:CoinTurkNews))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 400 views  

> **Posted:** 2026-07-12T18:45:58.049484+00:00  


> **Source Link:** [https://coinmarketcap.com/community/articles/6a53e0ae9b031643a13ebf74/](https://coinmarketcap.com/community/articles/6a53e0ae9b031643a13ebf74/)  


> 
> "Strategy sells $216 million in Bitcoin, shifts stance on “never sell” policy


Strategy, the digital asset-focused investment firm founded by Michael Saylor, has once again drawn attention following a series of social media posts and significant changes in its Bitcoin m"


### Post #42 by @RonSwanonson
> **Author:** Ron Sovereignty Swanson ([@RonSwanonson](https://x.com/RonSwanonson))  
> **Metrics:** 6 likes · 0 retweets · 0 comments · 176 views  

> **Posted:** 2026-07-12T19:38:40+00:00  


> **Source Link:** [https://x.com/RonSwanonson/status/2076390806379003923](https://x.com/RonSwanonson/status/2076390806379003923)  


> 
> "Well Bitcoin or MSTR is not getting that low..

So I’ve made my bet"


### Post #43 by @CoinMarketCap:Cointelegraph
> **Author:** ([@CoinMarketCap:Cointelegraph](https://x.com/CoinMarketCap:Cointelegraph))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 100 views  

> **Posted:** 2026-07-12T18:25:38.632001+00:00  


> **Source Link:** [https://coinmarketcap.com/community/articles/6a53dc020c8cee6e351fcb63/](https://coinmarketcap.com/community/articles/6a53dc020c8cee6e351fcb63/)  


> 
> "Strategy's Saylor needs clarity in BTC pivot message to convince investors: StanChart


Strategy founder and chairman Michael Saylor again took to social media on Sunday to offer his latest signal to investors as one analyst sees Saylor’s messaging as needing more clarity to hel"


### Post #44 by @reddit
> **Author:** ASICmachine ([@reddit](https://x.com/reddit))  
> **Metrics:** 1 likes · 0 retweets · 0 comments · 100 views  

> **Posted:** 2026-07-12T14:47:47.013000+00:00  


> **Source Link:** [https://x.com/reddit/status/6b2c2de6b57dcfc90558db1386e1bd1423bef604e89c806dadb96b9acb48892f](https://x.com/reddit/status/6b2c2de6b57dcfc90558db1386e1bd1423bef604e89c806dadb96b9acb48892f)  


> 
> "Using MSTR as a "Lifestyle & Travel Fund" while keeping the BTC stack completely untouched. Anyone else running this exact tactic? (x-post from /r/Bitcoin)"


### Post #45 by @Ciciyingying
> **Author:** Cici ([@Ciciyingying](https://x.com/Ciciyingying))  
> **Metrics:** 5 likes · 0 retweets · 5 comments · 75 views  

> **Posted:** 2026-07-12T11:01:24+00:00  


> **Source Link:** [https://x.com/Ciciyingying/status/2076260630886224065](https://x.com/Ciciyingying/status/2076260630886224065)  


> **Visual Note:** A screenshot of the Saturn DeFi Credit protocol interface showing various Pendle and Morpho strategies, with red boxes highlighting 'Lend aUSDT (Flowdesk Vault)' and 'Lend USDC (Saturn Vault)'.  

> 
> "比特币信用的核心资产相比SATA, STRC 明显目前有更强的机会

STRC是由 Strategy Inc.（前 MicroStrategy，MSTR，由 Michael Saylor 领导）发行

SATA是由 Strive Inc.（ASST）发行

这两个都是比特币支持的永久优先股，通过可变股息率将价格锚定在约 100"


### Post #46 by @mattkratter
> **Author:** Matthew R. Kratter #BIP-110 ([@mattkratter](https://x.com/mattkratter))  
> **Metrics:** 0 likes · 0 retweets · 0 comments  

> **Posted:** 2026-07-12T22:15:30+00:00  


> **Source Link:** [https://x.com/mattkratter/status/2076430274028822741](https://x.com/mattkratter/status/2076430274028822741)  


> 
> "Yes, lots more dilution of MSTR holders on the way"


### Post #47 by @CoinMarketCap:cryptobreakingnews
> **Author:** ([@CoinMarketCap:cryptobreakingnews](https://x.com/CoinMarketCap:cryptobreakingnews))  
> **Metrics:** 0 likes · 0 retweets · 0 comments  

> **Posted:** 2026-07-12T20:55:57.511241+00:00  


> **Source Link:** [https://coinmarketcap.com/community/articles/6a53ff2adf6cc96f1c3f4baf/](https://coinmarketcap.com/community/articles/6a53ff2adf6cc96f1c3f4baf/)  


> 
> "Standard Chartered Says Saylor’s BTC Pivot Needs Clear Investor Messaging


Michael Saylor, Strategy’s founder and chairman, used social media Sunday to refine how investors should interpret his company’s latest Bitcoin-related messaging. In a post built around a cha"


### Post #48 by @CoinMarketCap:cryptonews
> **Author:** ([@CoinMarketCap:cryptonews](https://x.com/CoinMarketCap:cryptonews))  
> **Metrics:** 0 likes · 0 retweets · 0 comments  

> **Posted:** 2026-07-12T16:35:50.884139+00:00  


> **Source Link:** [https://coinmarketcap.com/community/articles/6a53c236e4487a0b715bb00c/](https://coinmarketcap.com/community/articles/6a53c236e4487a0b715bb00c/)  


> 
> "Saylor’s orange dot sparks fresh buy-or-sell mystery at Strategy


Strategy Executive Chairman Michael Saylor has renewed speculation about the company’s next Bitcoin transaction. In a July 12 post, he shared Strategy’s familiar acquisition chart and wrote,"




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