# $MSTR Catalyst Posts & Social Intelligence Recap — July 21, 2026 > **Asset:** $MSTR > **Date:** 2026-07-21 (July 21, 2026) > **Canonical URL:** https://cryptitalk.com/tokens/mstr/2026-07-21 > **Token Profile:** https://cryptitalk.com/tokens/mstr.md > **Market Rankings:** https://cryptitalk.com/rankings.md --- ## Curated Viral Posts & Community Evidence ### Post #1 by @beyond_broke > **Author:** Jake Claver, QFOP ([@beyond_broke](https://x.com/beyond_broke)) > **Metrics:** 1.9K likes · 155 retweets · 96 comments · 173.5K views > **Posted:** 2026-07-21T21:00:04+00:00 > **Source Link:** [https://x.com/beyond_broke/status/2079672782346920301](https://x.com/beyond_broke/status/2079672782346920301) > > "Today seems like the end of an era for BTC and the treasury companies after Micheal Saylor… I wonder what happens to MSTR and BTC as a whole, as they liquidate their positions…?" ### Post #2 by @Strategy > **Author:** Strategy ([@Strategy](https://x.com/Strategy)) > **Metrics:** 1.2K likes · 97 retweets · 109 comments · 71.2K views > **Posted:** 2026-07-21T15:01:39+00:00 > **Source Link:** [https://x.com/Strategy/status/2079582585332588720](https://x.com/Strategy/status/2079582585332588720) > **Visual Note:** The bar chart titled "Implied Volatility" displays MSTR towering over other assets at 88%, dwarfing IBIT (42%), QQQ (25%), GLD (23%), SPY (16%), VNQ (16%), and BND (5%), visually reinforcing the post's claim that MSTR engineers volatility by showing its implied volatility is more than double that of the next highest ticker and roughly 17x that of BND. > > "$MSTR engineers volatility." ### Post #3 by @arkham > **Author:** Arkham ([@arkham](https://x.com/arkham)) > **Metrics:** 132 likes · 13 retweets · 31 comments · 42.5K views > **Posted:** 2026-07-21T12:09:51+00:00 > **Source Link:** [https://x.com/arkham/status/2079539348148482329](https://x.com/arkham/status/2079539348148482329) > **Visual Note:** The image is a news graphic featuring a network visualization of interconnected nodes (green, red, and orange dots) alongside the bold headline "STRATEGY INCREASES USD RESERVE TO $3.2B," visually reinforcing the post's news about Strategy building a $3.225B USD cash buffer through stock sales instead of purchasing additional Bitcoin. > > "WHY ISN’T SAYLOR BUYING BTC? Strategy has gone four straight weeks without buying BTC, instead selling $263.5M of MSTR shares and building its USD reserve to $3.225B. Our research team breaks down why Strategy is building a cash buffer and what it means for its $55B Bitcoin" ### Post #4 by @CoinDesk > **Author:** CoinDesk ([@CoinDesk](https://x.com/CoinDesk)) > **Metrics:** 118 likes · 14 retweets · 33 comments · 35.9K views > **Posted:** 2026-07-21T11:57:06+00:00 > **Source Link:** [https://x.com/CoinDesk/status/2079536138864226417](https://x.com/CoinDesk/status/2079536138864226417) > **Visual Note:** The image displays a financial dashboard for MicroStrategy ($MSTR) showing key metrics including an MSTR Price of $97.82, Market Cap of $37,089M, USD Reserve of $3,225M, and 22.0 months of USD dividend coverage. These figures visually support the post's claim that Strategy raised $263.5M via equity sales, boosting USD reserves to $3.225B and providing 22 months of dividend coverage without any BTC transactions. > > "NEW: $MSTR reclaims $100 after @Strategy raises $263.5M via equity sales, boosting its USD reserve to $3.225B and providing 22 months of dividend coverage with no $BTC purchased or sold." ### Post #5 by @trader1sz > **Author:** TraderSZ ([@trader1sz](https://x.com/trader1sz)) > **Metrics:** 63 likes · 6 retweets · 8 comments · 21.0K views > **Posted:** 2026-07-21T16:11:27+00:00 > **Source Link:** [https://x.com/trader1sz/status/2079600151677559120](https://x.com/trader1sz/status/2079600151677559120) > **Visual Note:** A 2D candlestick chart of MSTR (Strategy Inc.) on NASDAQ showing a price of $102.12 (+$4.40, +4.46%), with the stock declining sharply from ~$360 to its current low near the highlighted $97.20 support zone, visually supporting the post's claim that the stock looks ready for a bounce. > > "$MSTR looks ready to bounce" ### Post #6 by @Jake__Wujastyk > **Author:** Jake Wujastyk ([@Jake__Wujastyk](https://x.com/Jake__Wujastyk)) > **Metrics:** 79 likes · 1 retweets · 12 comments · 19.2K views > **Posted:** 2026-07-21T17:28:04+00:00 > **Source Link:** [https://x.com/Jake__Wujastyk/status/2079619431706100044](https://x.com/Jake__Wujastyk/status/2079619431706100044) > **Visual Note:** The image is a TradingView daily candlestick chart for MSTR (Strategy Inc., NASDAQ) showing a sharp downtrend from ~$200 to a volume shelf around $100-101, with a volume profile highlighting a gap to the next node near $108.50. The chart visually supports the post's observation of a volume gap above current price that could fill quickly on positive Clarity Act news. > > "$MSTR $MSTU Volume gap above... If any Clarity Act news comes out, this gaps to that next node." ### Post #7 by @BritishHodl > **Author:** BRITISH HODL ([@BritishHodl](https://x.com/BritishHodl)) > **Metrics:** 182 likes · 5 retweets · 9 comments · 18.9K views > **Posted:** 2026-07-21T15:57:56+00:00 > **Source Link:** [https://x.com/BritishHodl/status/2079596748511551646](https://x.com/BritishHodl/status/2079596748511551646) > > "Quality of IBIT & MSTR Bitcoin Adoption > “The Bitcoiners” adoption. Speculation when I said it in 2023. Proven fact in 2026. “The Bitcoiners” gave it up smooth - now it’s time to go up?" ### Post #8 by @ColdBloodShill > **Author:** Cold Blooded Shiller ([@ColdBloodShill](https://x.com/ColdBloodShill)) > **Metrics:** 112 likes · 6 retweets · 10 comments · 17.8K views > **Posted:** 2026-07-21T14:51:23+00:00 > **Source Link:** [https://x.com/ColdBloodShill/status/2079580001456828741](https://x.com/ColdBloodShill/status/2079580001456828741) > **Visual Note:** A TradingView weekly chart of MSTR (MicroStrategy) on NASDAQ showing a steep decline from a 2025 peak near $500 down to a horizontal support level around $115, where price is currently testing the floor after an approximately 82% drawdown. > > "I think if $MSTR manages to get back above here, it's a very good and still highly unpopular play. But would show at least some strength and the potential for this being a wipe of the levels since 2024. We are -82% in 12 months on this market." ### Post #9 by @matthew_sigel > **Author:** matthew sigel, recovering CFA ([@matthew_sigel](https://x.com/matthew_sigel)) > **Metrics:** 106 likes · 10 retweets · 21 comments · 17.5K views > **Posted:** 2026-07-21T17:53:45+00:00 > **Source Link:** [https://x.com/matthew_sigel/status/2079625895388778901](https://x.com/matthew_sigel/status/2079625895388778901) > > "Crypto stocks, distance from 52-week highs --> $NAKA -99.3% $ABTC -97% $ASST -95% $FWDI -91% $DFDV -89% $DEFT -88% $MTPLF -85% $BKKT -84% $XXI -83% $SBET -82% $BTGO -79% $MSTR -78% $BMNR -77% $CRCL -72% $COIN -63% $ETHV -61% $FIGR -61% $BTDR -60% $MARA -50% $GLXY -50% $HODL -48%" ### Post #10 by @AdamBLiv > **Author:** Adam Livingston ([@AdamBLiv](https://x.com/AdamBLiv)) > **Metrics:** 179 likes · 13 retweets · 12 comments · 17.0K views > **Posted:** 2026-07-21T14:47:18+00:00 > **Source Link:** [https://x.com/AdamBLiv/status/2079578973822951521](https://x.com/AdamBLiv/status/2079578973822951521) > **Video Content:** The video animates a stacked bar chart tracking how three Bitcoin treasury companies (ASST, MSTR, MTPLF) would perform as BTC price rises through four milestones: $75,478, $92,729, $109,981, and finally $126,000. At each step, the bars grow taller, showing the breakdown between underlying BTC gains (orange) and corporate CBRE uplift (blue for ASST, green for MSTR, pink for MTPLF), with ASST consistently leading at +142.8%, followed by MSTR at +126.1% and MTPLF at +108.3% by the final frame. The on-screen text reads "SAME BITCOIN. DIFFERENT CORPORATE NITROGLYCERIN. Modeled common-stock return as BTC climbs to $126,000," with the tagline "Bitcoin supplies the lift. Capital structure decides the winner," alongside a stock multiplier panel showing ASST at 1.281x, MSTR at 1.199x, and MTPLF at 1.105x mNAV multiple. > > "MSTR, ASST, and MPJPY Returns Three Bitcoin treasury companies walk into a $126,000 BTC print. Nobody buys another coin. mNAV does absolutely nothing. The market is finally forced to perform the humiliating administrative procedure known as arithmetic. The stock-price" ### Post #11 by @TheBlockCo > **Author:** The Block ([@TheBlockCo](https://x.com/TheBlockCo)) > **Metrics:** 30 likes · 7 retweets · 4 comments · 15.9K views > **Posted:** 2026-07-21T05:15:38+00:00 > **Source Link:** [https://x.com/TheBlockCo/status/2079435106352242856](https://x.com/TheBlockCo/status/2079435106352242856) > **Visual Note:** A screenshot of an X post by Chaitanya Jain (@CJ_Bitcoin) quoting Michael Saylor (@saylor), reporting that Strategy ($MSTR) holds 843,775 BTC and $3.2 billion in USD reserves, providing 31 years of dividend coverage through its BTC reserve—matching The Block's summary. > > "THE BLOCK: Strategy's Chaitanya Jain said the company's bitcoin reserve can cover 31 years of dividends. Strategy ($MSTR) currently holds 843,775 $BTC and $3.2 billion in USD reserve." ### Post #12 by @thepowerfulHRV > **Author:** Mark Harvey ([@thepowerfulHRV](https://x.com/thepowerfulHRV)) > **Metrics:** 227 likes · 9 retweets · 9 comments · 13.7K views > **Posted:** 2026-07-21T14:55:32+00:00 > **Source Link:** [https://x.com/thepowerfulHRV/status/2079581045037420943](https://x.com/thepowerfulHRV/status/2079581045037420943) > > "When Bitcoin goes up, $MSTR goes up more." ### Post #13 by @bariksis > **Author:** Bariksis ([@bariksis](https://x.com/bariksis)) > **Metrics:** 446 likes · 25 retweets · 35 comments · 12.8K views > **Posted:** 2026-07-21T17:22:55+00:00 > **Source Link:** [https://x.com/bariksis/status/2079618136202994029](https://x.com/bariksis/status/2079618136202994029) > > "$MSTR will be back at $300 before Bitcoin reaches $110,000 folks. It’s just math." ### Post #14 by @FinFreedom414 > **Author:** FinancialFreedom ([@FinFreedom414](https://x.com/FinFreedom414)) > **Metrics:** 315 likes · 10 retweets · 21 comments · 11.3K views > **Posted:** 2026-07-21T13:57:37+00:00 > **Source Link:** [https://x.com/FinFreedom414/status/2079566470770544898](https://x.com/FinFreedom414/status/2079566470770544898) > **Visual Note:** The image shows a stock chart for "Strategy Inc." with the ticker "MSTR" at $103.40, up $5.58 (5.70%) today. This contradicts the post's claim of a "DEATH SPIRAL CONTINUES." > > "THE $MSTR DEATH SPIRAL CONTINUES" ### Post #15 by @ZynxBTC > **Author:** Zynx ([@ZynxBTC](https://x.com/ZynxBTC)) > **Metrics:** 518 likes · 27 retweets · 35 comments · 11.0K views > **Posted:** 2026-07-21T14:18:51+00:00 > **Source Link:** [https://x.com/ZynxBTC/status/2079571811784610109](https://x.com/ZynxBTC/status/2079571811784610109) > > "The $MSTR generational run begins. The stock bottomed while everyone was writing its obituary. Congrats to those who bought while the bears were talking of imminent collapse. Bitcoin is back. The double digit green days are coming. The S&P 500 conversation will return." ### Post #16 by @George1Trader > **Author:** George ([@George1Trader](https://x.com/George1Trader)) > **Metrics:** 97 likes · 4 retweets · 14 comments · 10.2K views > **Posted:** 2026-07-21T08:13:38+00:00 > **Source Link:** [https://x.com/George1Trader/status/2079479905029365843](https://x.com/George1Trader/status/2079479905029365843) > > "Unpopular opinion: Generational buy on $MSTR" ### Post #17 by @Crypto_TownHall > **Author:** Crypto Town Hall ([@Crypto_TownHall](https://x.com/Crypto_TownHall)) > **Metrics:** 10 likes · 0 retweets · 4 comments · 8.3K views > **Posted:** 2026-07-21T02:30:00+00:00 > **Source Link:** [https://x.com/Crypto_TownHall/status/2079393423950274988](https://x.com/Crypto_TownHall/status/2079393423950274988) > **Visual Note:** A cryptocurrency ticker table showing MSTR at 100.30 (+5.75%), STRC, STRD, STRK, STRF, and BTCUSDT at 65,616.10 (+1.38%). > > "Strategy CEO Phong Le says MSTR is designed to be amplified Bitcoin." ### Post #18 by @Morecryptoonl > **Author:** More Crypto Online ([@Morecryptoonl](https://x.com/Morecryptoonl)) > **Metrics:** 32 likes · 0 retweets · 3 comments · 6.4K views > **Posted:** 2026-07-21T07:10:00+00:00 > **Source Link:** [https://x.com/Morecryptoonl/status/2079463888299405702](https://x.com/Morecryptoonl/status/2079463888299405702) > **Video Content:** The video displays an Elliott Wave technical analysis of the MicroStrategy ($MSTR) NASDAQ stock chart on TradingView, with the presenter drawing and adjusting Fibonacci retracement levels (78.60%, 100%, 123.60%, 138%, 161.80%) and projecting both a bullish reversal path and a bearish corrective scenario. The analysis labels wave structures including (A), (B), (C), and waves 1-5, using the 1-hour timeframe to assess whether the price action is a simple ABC corrective rally or a new impulsive trend. The video concludes by showing a Twitter/X profile page for "More Crypto Online," featuring a post linking to the MSTR analysis video. > > "$MSTR Is this move a corrective rally or a major reversal? Elliott Wave Analysis #MicroStrategy [Spoken audio]: We have some interesting developments here on the MSTR chart this is the strategy ink one hour time frame chart and yeah MSTR has shown another reaction to the orange support zone we now had a couple of reactions there but no break above resistance so if you followed the work here over the last few days and you know that. I still don't really want to give up on the idea here of a corrective rally into maybe even the upper resistance area. That's between $117 and $139. This corrective rally is still possible. I'd say it still would look best with a larger wave to bounce that would be fully in line with what Bitcoin is doing. But remember that MSTR is underperforming compared to Bitcoin. It's like it's lost much more value since the bull market highs actually MSTR topped even a little bit sooner In the bull market then then Bitcoin, but you know, that's not the topic for today I just want to highlight that well, you know, it's it's weaker. And so if Bitcoin pushes higher MSTR might not just push that high and it might rather be Yeah, it might rather have the tendency to go down sooner rather than later Still, though, support is holding at $85.72 to $92.46 remains our micro support area. Look, I cannot rule out the directly bearish case. Both are still bearish, I have to say. I'm not convinced that MSTR has formed the major low. Both of the wave counts I'm showing you here point eventually to downside either after a larger corrective rally into the upper resistance at 117 $118. That's the blue scenario. Sorry, the white scenario, but with the target being the blue box. Or the wave four has already topped as a three wave move on the 6th of July. And we're moving down lower as per the orange scenario potentially into the area below 74 $75. Both share the same outcome, which is lower. the question is just how large is the bounce going to be and I have to say in the orange count this move up has reached its limit and if we now see downside momentum first of all we will likely retest the friday low at around 89 dollars and then 85 dollars and 72 is the key support to hold to the upside the white count will become more probable with a break above the green line at $101.55. That's the nearest structural resistance level. And then we've got the last swing high there at $106. I'm fairly neutral about which one it is. I like to see the larger Wave 2 actually in the white count because this is pretty much very much in line with what Bitcoin is doing right now. And so I don't think there is much more to say. I want to keep it short because MSTR has been in a range now since early in July and there hasn't really been any significant development. We have no breakout up, no breakout down, but obviously now the market has moved from support into resistance. So this is a key decision point. If you want to stay up to date with MSTR, it also makes sense to take a look at what Bitcoin is doing regularly. I recommend that everybody who's interested in MSTR is also following us on X. That's of course, completely for free. It is the more crypto online channel. I leave a link. No, you don't need a link. I think it's just here. Just go to X, type in more crypto online. It's the one with the golden checkmark. It's a verified count, so you can't miss it. And then you get lots of updates on Bitcoin, you know, the exclusive videos here as well. Some additional MSTR updates as well, sometimes also Coinbase. So you can find that all here. Thanks so much. I wish you a great day. Bye bye." ### Post #19 by @AnselLindner > **Author:** BTC Markets ([@AnselLindner](https://x.com/AnselLindner)) > **Metrics:** 152 likes · 11 retweets · 12 comments · 5.8K views > **Posted:** 2026-07-21T14:05:07+00:00 > **Source Link:** [https://x.com/AnselLindner/status/2079568355485254130](https://x.com/AnselLindner/status/2079568355485254130) > **Visual Note:** The provided chart shows the price of Strategy Inc. (NASDAQ: STRAT) from 2021 to 2029, with a projected upward trend indicated by a red arrow starting in 2026. This aligns with the accompanying post's prediction of $MSTR defying gravity when included in the S&P 500, with rebalancing occurring quarterly, the next window being September 4-11, 2026. > > "$MSTR : *When* Strategy gets included into the S&P 500, it's going to defy gravity. Rebalancing window opens quarterly. The next is Sept 4-11, 2026. MSTR has made meaningful shifts in its capital structure since 2025. Partially, to raise its credit rating and make it more" ### Post #20 by @KinggTrades > **Author:** King ([@KinggTrades](https://x.com/KinggTrades)) > **Metrics:** 225 likes · 5 retweets · 17 comments · 5.7K views > **Posted:** 2026-07-21T14:14:45+00:00 > **Source Link:** [https://x.com/KinggTrades/status/2079570781026369951](https://x.com/KinggTrades/status/2079570781026369951) > > "We’re due for a 30% pump $MSTR" ### Post #21 by @AdamBLiv > **Author:** Adam Livingston ([@AdamBLiv](https://x.com/AdamBLiv)) > **Metrics:** 166 likes · 7 retweets · 6 comments · 5.6K views > **Posted:** 2026-07-21T03:14:28+00:00 > **Source Link:** [https://x.com/AdamBLiv/status/2079404616505016496](https://x.com/AdamBLiv/status/2079404616505016496) > **Visual Note:** A financial dashboard for ticker MSTR (MicroStrategy) showing key metrics: MSTR Price $97.82, Bitcoin Per Share 206,388, Market Cap $37,089M, BTC Reserve $55,220M, with BTC priced at $65,444. > > "This is going to be the most valuable company in the world and they are going to put it smack dab right in front of your face for the entire journey there. Inevitable. $MSTR" ### Post #22 by @DBATTAGLIAYtube > **Author:** David Battaglia ([@DBATTAGLIAYtube](https://x.com/DBATTAGLIAYtube)) > **Metrics:** 69 likes · 1 retweets · 4 comments · 5.2K views > **Posted:** 2026-07-21T13:50:20+00:00 > **Source Link:** [https://x.com/DBATTAGLIAYtube/status/2079564634932003253](https://x.com/DBATTAGLIAYtube/status/2079564634932003253) > **Visual Note:** A screenshot from the Quantfury trading app displaying a long position on BTC/USD with a +2.23% return, showing a buy price of 64,939.48 and a last price of 66,389.05, highlighting $11.65 saved in commissions and borrowing fees, along with a referral code "DAVID." The image supports the post's mention of speculative long positions on Bitcoin and MSTR, illustrating real-time trading results on the BTC/USD pair. > > "My speculative long positions in Bitcoin and MSTR. Sandisk hit the stop without losses because it was at the entry point. Clarification: speculative trades have nothing to do with long-term portfolios. $BTC $MSTR" ### Post #23 by @RHodls > **Author:** Rob HODLs ([@RHodls](https://x.com/RHodls)) > **Metrics:** 86 likes · 3 retweets · 6 comments · 5.0K views > **Posted:** 2026-07-21T03:22:36+00:00 > **Source Link:** [https://x.com/RHodls/status/2079406663392432380](https://x.com/RHodls/status/2079406663392432380) > **Video Content:** A video thumbnail titled 'STRATEGY IS TRYING TO RESTART THE STRC MACHINE' by Adam Livingston (@AdamBLiv), dated July 20, 2026, discussing 'Cash, credit ratings, CEBE, MSTR—and ASST's small-denominator advantage'. > > "The reality is simple. $MSTR shareholders are bearing dilution to do what’s necessary to get the main engine for BTC yield back up and running. Once $STRC is back at par, common equity issued to build the reserve becomes unnecessary and ATM proceeds will go back to BTC" ### Post #24 by @aganstwallst > **Author:** Against Wall Street ([@aganstwallst](https://x.com/aganstwallst)) > **Metrics:** 95 likes · 6 retweets · 10 comments · 4.5K views > **Posted:** 2026-07-21T16:04:54+00:00 > **Source Link:** [https://x.com/aganstwallst/status/2079598500564623735](https://x.com/aganstwallst/status/2079598500564623735) > **Visual Note:** A candlestick chart of $MSTR (Strategy Inc.) on the NASDAQ shows a clear breakout above the $99.93 resistance level, with the stock pushing past $100 after multiple failed attempts (SELL signals) and successful bounces (BUY signals) from lower support levels in the $90–$100 range. The recent price action toward $102.48 (+4.76%) visually confirms the bullish breakout the post celebrates, supporting the analyst's optimism toward a $120 target. > > "$MSTR finally broke through the $100 resistance! Next few days could get choppy, but I’m really bullish on the Clarity Act’s positive impact Still targeting $120 $BTC $ETH" ### Post #25 by @Pledditor > **Author:** Pledditor ([@Pledditor](https://x.com/Pledditor)) > **Metrics:** 60 likes · 10 retweets · 6 comments · 4.3K views > **Posted:** 2026-07-21T17:47:53+00:00 > **Source Link:** [https://x.com/Pledditor/status/2079624419219997019](https://x.com/Pledditor/status/2079624419219997019) > **Visual Note:** A news headline announces that Satsuma Technology shareholders voted to liquidate the company's 668 BTC (~$44.5 million) and shut down, following a 99% crash from its peak after raising $217.6 million less than a year ago—highlighting yet another failed attempt at a corporate Bitcoin treasury strategy, as the post's quip about "the next MSTR" suggests once-promising Bitcoin treasury firms are collapsing. > > "Another one bites the dust "The Next $MSTR "" ### Post #26 by @AdamBLiv > **Author:** Adam Livingston ([@AdamBLiv](https://x.com/AdamBLiv)) > **Metrics:** 58 likes · 3 retweets · 11 comments · 4.1K views > **Posted:** 2026-07-21T18:52:19+00:00 > **Source Link:** [https://x.com/AdamBLiv/status/2079640633304600580](https://x.com/AdamBLiv/status/2079640633304600580) > **Visual Note:** A financial analysis chart titled 'THREE PATHS TO $1,000 MSTR' by @AdamBLiv, comparing BTC Repricing, STRC Flywheel, and mNAV Expansion scenarios required to reach a $1,000 MicroStrategy share price. > > "3 PATHS TO $1,000 MSTR 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" ### Post #27 by @LunarCrush > **Author:** LunarCrush ([@LunarCrush](https://x.com/LunarCrush)) > **Metrics:** 8 likes · 1 retweets · 0 comments · 4.0K views > **Posted:** 2026-07-21T22:48:34+00:00 > **Source Link:** [https://x.com/LunarCrush/status/2079700087308169325](https://x.com/LunarCrush/status/2079700087308169325) > **Visual Note:** A LunarCrush chart displays Strategy Inc's (MSTR) stock price at $101.95 with 1.55M mentions, showing a steep -76.09% decline over the past year from $324.45, despite a recent recovery bounce—matching the post's note that MSTR crossed $100 again after Strategy raised its USD reserve via share sales. > > "Michael Saylor's Strategy raised its USD reserve to $3.23B, selling $263.5M in $MSTR shares to do it. The stock reacted well to the news, crossing $100 again and a +4.48% price move. Strategy stock is still down -76.09% over the last 12 months. The chess game continues." ### Post #28 by @cryptodotnews > **Author:** crypto.news ([@cryptodotnews](https://x.com/cryptodotnews)) > **Metrics:** 44 likes · 5 retweets · 3 comments · 3.7K views > **Posted:** 2026-07-21T12:46:00+00:00 > **Source Link:** [https://x.com/cryptodotnews/status/2079548445459984786](https://x.com/cryptodotnews/status/2079548445459984786) > **Visual Note:** A smiling man in a dark suit with an orange tie labeled "8" stands on a suburban street with vintage red cars in the background. The image appears to be a stylized portrait meant to represent Strategy CEO Phong Le, who is pictured as a polished executive, visually reinforcing his role and authority in discussing $MSTR's Bitcoin-focused strategy. > > "JUST IN: Strategy CEO Phong Le says $MSTR is designed to be amplified Bitcoin" ### Post #29 by @blockTVBee > **Author:** TVBee ([@blockTVBee](https://x.com/blockTVBee)) > **Metrics:** 46 likes · 1 retweets · 40 comments · 3.5K views > **Posted:** 2026-07-21T14:40:38+00:00 > **Source Link:** [https://x.com/blockTVBee/status/2079577295120191666](https://x.com/blockTVBee/status/2079577295120191666) > **Visual Note:** A detailed financial infographic in Chinese titled 'MSTR Next 7-Month Dividends & Interest (Assumes No New Preferreds),' featuring a data table in millions and a flow diagram illustrating MicroStrategy's new flywheel round involving MSTR, STRC, and BTC with USD reserves. > > "Issuing More MSTR Shares Without Buying BTC? MicroStrategy's New Flywheel Starting Point Two weeks ago, $MSTR issued 4,818,781 new shares; last week, it issued 2,732,318 shares. Two consecutive weeks of issuing MSTR shares, but no BTC purchases. Logically, this should impact" ### Post #30 by @zaidlikesmstr > **Author:** Zaid ([@zaidlikesmstr](https://x.com/zaidlikesmstr)) > **Metrics:** 103 likes · 9 retweets · 18 comments · 3.2K views > **Posted:** 2026-07-21T02:35:25+00:00 > **Source Link:** [https://x.com/zaidlikesmstr/status/2079394786922893570](https://x.com/zaidlikesmstr/status/2079394786922893570) > **Visual Note:** The image depicts a man in a toga writing on parchment, seemingly contemplating or deliberating, which aligns with the sentiment in the accompanying post about a shareholder's thoughtful consideration of MicroStrategy's (MSTR) Bitcoin accumulation strategy. > > "$MSTR It’s been nearly a month since @Strategy last bought Bitcoin. One of the longest pauses we’ve seen in our accumulation of the asset. As a shareholder, there’s nothing I enjoy seeing more than the company acquire Bitcoin. However, as a long-term shareholder, I find even" ### Post #31 by @IamSinovuyo > **Author:** Beau Montgomery ([@IamSinovuyo](https://x.com/IamSinovuyo)) > **Metrics:** 8 likes · 0 retweets · 0 comments · 3.0K views > **Posted:** 2026-07-21T11:11:19+00:00 > **Source Link:** [https://x.com/IamSinovuyo/status/2079524620932145160](https://x.com/IamSinovuyo/status/2079524620932145160) > **Video Content:** The video is a meme-style edit that begins with a man in a suit excitedly speaking in a crowded venue, then cuts to a red Ferrari racing alongside a sedan on a highway, followed by a chaotic pool party scene with people cheering and drinking. It concludes with a man in a suit standing in front of an "FBI" backdrop labeled "JORD... BELF..." with a height chart, mimicking a mugshot. The post's text is not visible in the frames, but the visuals depict escalating excitement and triumph, symbolizing the speculative gains of buying $MSTR shares at $97. > > "So you’re telling me… If I buy 800 shares of $MSTR at $97… And Bitcoin makes new all time highs… And $MSTR runs to $450… My position would be worth $360,000? There’s no way people are still sleeping on this…." ### Post #32 by @BTCtreasuries > **Author:** BitcoinTreasuries.NET ([@BTCtreasuries](https://x.com/BTCtreasuries)) > **Metrics:** 71 likes · 1 retweets · 0 comments · 2.8K views > **Posted:** 2026-07-21T07:14:51+00:00 > **Source Link:** [https://x.com/BTCtreasuries/status/2079465111073530140](https://x.com/BTCtreasuries/status/2079465111073530140) > **Visual Note:** Michael Saylor, MicroStrategy founder, smiling while seated in a white chair against an orange background at an event. > > "JUST IN: Strategy $MSTR just surged back above $100 and is now up over 10.5% from last Friday's low. Like, if you bought the DIP last week" ### Post #33 by @hillery_dan > **Author:** Dan Hillery ([@hillery_dan](https://x.com/hillery_dan)) > **Metrics:** 39 likes · 0 retweets · 3 comments · 2.6K views > **Posted:** 2026-07-21T16:22:10+00:00 > **Source Link:** [https://x.com/hillery_dan/status/2079602848656937468](https://x.com/hillery_dan/status/2079602848656937468) > > "If I were Strategy, I would not be nibbling at the converts. Leave them, take the leverage, the future share dilution is baked into fully diluted outstanding MSTR share count. There will be rerating of these converts into more equity like instruments if BTC can rally over the" ### Post #34 by @khingoei > **Author:** Khing Oei ([@khingoei](https://x.com/khingoei)) > **Metrics:** 80 likes · 10 retweets · 9 comments · 2.6K views > **Posted:** 2026-07-21T16:10:41+00:00 > **Source Link:** [https://x.com/khingoei/status/2079599955086651684](https://x.com/khingoei/status/2079599955086651684) > > "For $MSTR to pay $STRC dividends forever, Bitcoin needs to grow 3.4% a year. That's it. Below that growth rate, the dividend runs for 29 years. The market prices STRC as if 3.4% is heroic." ### Post #35 by @OffshoreHODL > **Author:** Flying Raven ([@OffshoreHODL](https://x.com/OffshoreHODL)) > **Metrics:** 70 likes · 5 retweets · 8 comments · 2.4K views > **Posted:** 2026-07-21T15:04:04+00:00 > **Source Link:** [https://x.com/OffshoreHODL/status/2079583192734998670](https://x.com/OffshoreHODL/status/2079583192734998670) > > "By the end of this week, $MSTR could have the $3.6 billion USD fully reserved and begin buying back $STRC funded with MSTR sales. If that plays out I think STRC will be back to par in 10 days." ### Post #36 by @LunarStrategy > **Author:** Lunar Strategy ([@LunarStrategy](https://x.com/LunarStrategy)) > **Metrics:** 19 likes · 7 retweets · 3 comments · 2.0K views > **Posted:** 2026-07-21T11:09:43+00:00 > **Source Link:** [https://x.com/LunarStrategy/status/2079524216714748271](https://x.com/LunarStrategy/status/2079524216714748271) > **Video Content:** The video opens with a title card reading "WEEK 3 OF JULY Weekly Funding Recap" alongside the "lunar strategy" logo, then transitions to reveal a grid of colorful company logos filling the right side of the screen, including Strategy (MicroStrategy), Alpaca, Crypto.com, Spartan, and others. The grid then clears to a mostly blank screen, leaving only the bottom row of logos visible before fading out entirely. Text shown: "lunar strategy," "WEEK 3 OF JULY," "Weekly Funding Recap," "Strategy," "H," and "C." > > "Weekly Funding Recap @MicroStrategy raised $466.7M in a post-IPO round, adding another leg to its treasury strategy. The rest of the week's raises and deals: ➤ @AlpacaHQ raised $435M (debt + Series E), $135M of it equity, for its tokenized stock brokerage. ➤ @cryptocom" ### Post #37 by @0xTimB1 > **Author:** Tim B ([@0xTimB1](https://x.com/0xTimB1)) > **Metrics:** 34 likes · 6 retweets · 5 comments · 1.7K views > **Posted:** 2026-07-21T00:58:06+00:00 > **Source Link:** [https://x.com/0xTimB1/status/2079370298407911469](https://x.com/0xTimB1/status/2079370298407911469) > > "For everyone underwater on their BTC or $MSTR going through their first bear listening to slop every day on spaces I feel for you. Just remember these next few months are the most crucial for lowering your cost basis and setting yourself up for next cycle. Grind now, win later" ### Post #38 by @medc3005 > **Author:** Miller Cole ([@medc3005](https://x.com/medc3005)) > **Metrics:** 6 likes · 0 retweets · 3 comments · 1.7K views > **Posted:** 2026-07-21T20:51:29+00:00 > **Source Link:** [https://x.com/medc3005/status/2079670624486613304](https://x.com/medc3005/status/2079670624486613304) > > "Strong agreement on the ATM point, and I’d frame it around who actually bears the cost. The equity price is what matters most to common holders - it’s the reason they own $MSTR , and they’ve been hit hard this past year. Issuing into that weakness via the ATM is the worst" ### Post #39 by @comic > **Author:** lil retard ([@comic](https://x.com/comic)) > **Metrics:** 38 likes · 1 retweets · 12 comments · 1.6K views > **Posted:** 2026-07-21T11:10:04+00:00 > **Source Link:** [https://x.com/comic/status/2079524305084269034](https://x.com/comic/status/2079524305084269034) > > "About to short $MSTR in pre market Thank you for your attention to this matter" ### Post #40 by @BitcoinTeacher_ > **Author:** BTC Teacher ([@BitcoinTeacher_](https://x.com/BitcoinTeacher_)) > **Metrics:** 20 likes · 1 retweets · 8 comments · 1.5K views > **Posted:** 2026-07-21T14:59:26+00:00 > **Source Link:** [https://x.com/BitcoinTeacher_/status/2079582025791504672](https://x.com/BitcoinTeacher_/status/2079582025791504672) > **Visual Note:** A stock chart showing Strategy Inc Class A (NASDAQ: MSTR) trading at $103.35 USD, up $49.38 or 91.50% over the past 5 years, with a dramatic spike visible in 2024. > > "Is this proof the $VOO ceo has also been diluting his shareholders? $MSTR" ### Post #41 by @reddit > **Author:** Apart_Finger_1799 ([@reddit](https://x.com/reddit)) > **Metrics:** 14 likes · 0 retweets · 7 comments · 1.4K views > **Posted:** 2026-07-21T07:09:17.767000+00:00 > **Source Link:** [https://x.com/reddit/status/8526e44a698743a2ab4e135f0db4ea36e4d5a1116a4753f72cbccbec4ca62241](https://x.com/reddit/status/8526e44a698743a2ab4e135f0db4ea36e4d5a1116a4753f72cbccbec4ca62241) > > "Strategy sold 2.73 million $MSTR shares for $263.5 million last week but bought no Bitcoin. Its holdings remain at 843,775 $BTC, worth $63.69 billion at an average price of $75,476, while its USD reserve rose by $225 million to $3.225 billion. Suggested" ### Post #42 by @StrategyPedro > **Author:** Pedro ₿ ([@StrategyPedro](https://x.com/StrategyPedro)) > **Metrics:** 31 likes · 2 retweets · 2 comments · 1.4K views > **Posted:** 2026-07-21T14:34:08+00:00 > **Source Link:** [https://x.com/StrategyPedro/status/2079575659903344943](https://x.com/StrategyPedro/status/2079575659903344943) > > "Good morning everyone. $BTC pushing $67,000. $MSTR pushing $105. I know it's the July relief - but it sure does feel great anyways. Let's have a great day everyone." ### Post #43 by @bariksis > **Author:** Bariksis ([@bariksis](https://x.com/bariksis)) > **Metrics:** 21 likes · 0 retweets · 3 comments · 1.3K views > **Posted:** 2026-07-21T19:03:17+00:00 > **Source Link:** [https://x.com/bariksis/status/2079643391877386426](https://x.com/bariksis/status/2079643391877386426) > > "If the low is not in for $MSTR , that would be an insane buying opportunity. Might have to sell the kids for that one folks." ### Post #44 by @BTCoptioneer > **Author:** BTC Optioneer ([@BTCoptioneer](https://x.com/BTCoptioneer)) > **Metrics:** 17 likes · 2 retweets · 0 comments · 1.1K views > **Posted:** 2026-07-21T18:42:38+00:00 > **Source Link:** [https://x.com/BTCoptioneer/status/2079638195210227858](https://x.com/BTCoptioneer/status/2079638195210227858) > > "$MSTR and $ASST LEAPS are expensive since IV is ~100%. $IBIT LEAPS are not as expensive since IV is much lower but the upside is still there. I’m liking IBIT 2028 calls at these levels." ### Post #45 by @SKIPPER_BTCMSTR > **Author:** SKIPPER | ₿+$MSTR=MAXI ([@SKIPPER_BTCMSTR](https://x.com/SKIPPER_BTCMSTR)) > **Metrics:** 15 likes · 0 retweets · 2 comments · 1.1K views > **Posted:** 2026-07-21T16:05:01+00:00 > **Source Link:** [https://x.com/SKIPPER_BTCMSTR/status/2079598531883454963](https://x.com/SKIPPER_BTCMSTR/status/2079598531883454963) > **Visual Note:** Bold black text reading "Strategyʙ" is overlaid on a vivid orange, molten-like background with flowing, liquid textures. The distorted, melting appearance of the letters and swirling background visually echo the "melting faces" theme. > > "Melting faces incoming…" ### Post #46 by @Truenorthclips > **Author:** True North Clips ([@Truenorthclips](https://x.com/Truenorthclips)) > **Metrics:** 16 likes · 1 retweets · 1 comments · 1.0K views > **Posted:** 2026-07-21T17:00:00+00:00 > **Source Link:** [https://x.com/Truenorthclips/status/2079612369685332230](https://x.com/Truenorthclips/status/2079612369685332230) > **Video Content:** The video features a man speaking directly to the camera in a studio setting with blue lighting and orange neon accents, with on-screen captions displaying fragments of his speech ("WEEK," "ON THE PRICE," "BEEN ZERO," "COMPLETELY CLEAR HERE"). The scene remains static throughout as he delivers commentary addressing the premise that MicroStrategy's $200 million BTC sale would trigger a "death spiral," emphasizing that the sale had no significant impact on Bitcoin's price given the market's $30 billion daily trading volume. A logo for "The Income Show" appears in the top right corner, and a "Powered by TRUE NORTH" watermark is visible in the bottom left, with the recording dated 7/8/2026. > > "$MSTR sold $200 million of $BTC . "Death spiral. Doom loop. It's over." Here is what actually happened to the price of bitcoin. Nothing. $200 million in a market that trades $30 billion a day. It might as well have been zero. The people calling it a death spiral have never [Spoken audio]: 200 million over the course of a week like literally doesn't like doesn't move the needle at all on the price of Bitcoin Like it's just it's it might as well have been zero like it just doesn't matter to be like completely clear here" ### Post #47 by @mikewmunz > **Author:** MikeWMunz ([@mikewmunz](https://x.com/mikewmunz)) > **Metrics:** 34 likes · 2 retweets · 3 comments · 963 views > **Posted:** 2026-07-21T23:02:06+00:00 > **Source Link:** [https://x.com/mikewmunz/status/2079703491799298135](https://x.com/mikewmunz/status/2079703491799298135) > > "Bitcoin Treasury companies are starting to capitulate and change direction. Very healthy. 99% of these had no chance of ever succeeding. It also means $MSTR and $ASST are stronger and have greater moats than ever before increasing by the week. $MTPLF $MPJPY is also creating" ### Post #48 by @GMONEYPEPE > **Author:** GMONEY ([@GMONEYPEPE](https://x.com/GMONEYPEPE)) > **Metrics:** 34 likes · 0 retweets · 14 comments · 935 views > **Posted:** 2026-07-21T23:28:10+00:00 > **Source Link:** [https://x.com/GMONEYPEPE/status/2079710051648806968](https://x.com/GMONEYPEPE/status/2079710051648806968) > > "Saylor isn’t a “Suitcoiner” he’s part of a covert military operation called The Great Awakening / The Q Plan / “QAnon” running a silent “Strategy” against The 13 Bloodlines of the Illuminati to eliminate the NWO bankers and put humanity on a Bitcoin Standard. NCSWIC" ### Post #49 by @CoinMarketCap:theccpressdotcom > **Author:** ([@CoinMarketCap:theccpressdotcom](https://x.com/CoinMarketCap:theccpressdotcom)) > **Metrics:** 0 likes · 0 retweets · 0 comments · 800 views > **Posted:** 2026-07-21T09:35:51.170513+00:00 > **Source Link:** [https://coinmarketcap.com/community/articles/6a5f3d4c8858af274589ec06/](https://coinmarketcap.com/community/articles/6a5f3d4c8858af274589ec06/) > > "London Stock Exchange Plans Separate Night-Time Trading Venue The London Stock Exchange is planning a separate night-time trading venue, a move that would extend equity trading beyond the exchange’s traditional daytime session and mark one of its most n" ### Post #50 by @0xTimB1 > **Author:** Tim B ([@0xTimB1](https://x.com/0xTimB1)) > **Metrics:** 19 likes · 0 retweets · 5 comments · 699 views > **Posted:** 2026-07-21T04:55:25+00:00 > **Source Link:** [https://x.com/0xTimB1/status/2079430018485342473](https://x.com/0xTimB1/status/2079430018485342473) > > "I will say it once again, $ASST & $MSTR are going to make me so fucking rich" ### Post #51 by @BTCoptioneer > **Author:** BTC Optioneer ([@BTCoptioneer](https://x.com/BTCoptioneer)) > **Metrics:** 13 likes · 2 retweets · 0 comments · 698 views > **Posted:** 2026-07-21T17:01:52+00:00 > **Source Link:** [https://x.com/BTCoptioneer/status/2079612839631732856](https://x.com/BTCoptioneer/status/2079612839631732856) > > "$MSTR CSP premiums are almost as rich as $ASST premiums. 10-delta monthly CSPs yield 24% a year. Or 28% if you use money market funds as your collateral. This is the best way to generate yield." ### Post #52 by @BTCoptioneer > **Author:** BTC Optioneer ([@BTCoptioneer](https://x.com/BTCoptioneer)) > **Metrics:** 10 likes · 0 retweets · 1 comments · 668 views > **Posted:** 2026-07-21T23:35:52+00:00 > **Source Link:** [https://x.com/BTCoptioneer/status/2079711990675657180](https://x.com/BTCoptioneer/status/2079711990675657180) > > "Nobody knows what the correct way to calculate $MSTR mNAV is. But we do know the goal is to keep the BTC yield positive. So, MSTR investors should outperform Bitcoin over long time horizons." ### Post #53 by @Brennan_BTC22 > **Author:** Brennan ([@Brennan_BTC22](https://x.com/Brennan_BTC22)) > **Metrics:** 7 likes · 1 retweets · 5 comments · 554 views > **Posted:** 2026-07-21T21:35:24+00:00 > **Source Link:** [https://x.com/Brennan_BTC22/status/2079681674003034502](https://x.com/Brennan_BTC22/status/2079681674003034502) > **Visual Note:** A portrait photograph of a man in a black t-shirt with a chest pocket, standing outdoors against a blurred background. > > "$MSTR should follow suit." ### Post #54 by @apyx_fi > **Author:** Apyx ([@apyx_fi](https://x.com/apyx_fi)) > **Metrics:** 10 likes · 2 retweets · 4 comments · 550 views > **Posted:** 2026-07-21T13:30:03+00:00 > **Source Link:** [https://x.com/apyx_fi/status/2079559532976787674](https://x.com/apyx_fi/status/2079559532976787674) > > "Office Hours #18 goes live Thursday at 7 PM EST. We’ll cover: $STRC’s return to par The latest Digital Credit market developments Why $MSTR and $ASST could be top-performers Apyx protocol updates Set a reminder + send us your questions" ### Post #55 by @TimKotzman > **Author:** Tim Kotzman ([@TimKotzman](https://x.com/TimKotzman)) > **Metrics:** 4 likes · 0 retweets · 1 comments · 548 views > **Posted:** 2026-07-21T00:59:29+00:00 > **Source Link:** [https://x.com/TimKotzman/status/2079370645339603411](https://x.com/TimKotzman/status/2079370645339603411) > **Visual Note:** A promotional image for the Bitcoin Treasuries Conference on September 28 in New York City, featuring speaker Adrian Morris with "Analyst. True North." tagline. > > "JUST IN: Top $MSTR analyst @_Adrian to speak at #Bitcoin Treasuries Conference 2026 What's next for $STRC? When will $MSTR recover? Hear his answers to the most pressing market questions live. Be there" ### Post #56 by @GrainofSaltSF > **Author:** Grain of Salt ([@GrainofSaltSF](https://x.com/GrainofSaltSF)) > **Metrics:** 8 likes · 0 retweets · 1 comments · 483 views > **Posted:** 2026-07-21T21:28:19+00:00 > **Source Link:** [https://x.com/GrainofSaltSF/status/2079679892896239941](https://x.com/GrainofSaltSF/status/2079679892896239941) > **Visual Note:** A financial document titled 'Item 8.01 Other Events - ATM Update' showing Strategy Inc's at-the-market offering for July 13-19, 2026, with only MSTR Stock (2,732,318 shares sold, $263.5M proceeds) among the listed securities (STRF, STRC, STRK, STRD). > > "I would prefer for MSTR to only have $4B or so shelf offering listed and then update in $4B increments." ### Post #57 by @RonSwanonson > **Author:** Ron Sovereignty Swanson ([@RonSwanonson](https://x.com/RonSwanonson)) > **Metrics:** 30 likes · 0 retweets · 0 comments · 366 views > **Posted:** 2026-07-21T00:36:39+00:00 > **Source Link:** [https://x.com/RonSwanonson/status/2079364901710213196](https://x.com/RonSwanonson/status/2079364901710213196) > > "You’ve gone out of your way to show us what you don’t understand about MSTR We get it. You’re confused" ### Post #58 by @Tapbitglobal > **Author:** Tapbit ([@Tapbitglobal](https://x.com/Tapbitglobal)) > **Metrics:** 0 likes · 1 retweets · 0 comments · 304 views > **Posted:** 2026-07-21T03:00:00+00:00 > **Source Link:** [https://x.com/Tapbitglobal/status/2079400976323358986](https://x.com/Tapbitglobal/status/2079400976323358986) > **Visual Note:** A promotional advertisement for TAPBIT featuring 'Trade MSTR Strategy Inc. with USDT' with golden cylindrical graphics and Strategy logo tokens. > > "MSTR Fact of the Day @Strategy is the world's largest corporate holder of Bitcoin, combining business intelligence software with a long-term Bitcoin treasury strategy. Trade $MSTR on Tapbit: shorturl.at/jrXtx" ### Post #59 by @SKIPPER_BTCMSTR > **Author:** SKIPPER | ₿+$MSTR=MAXI ([@SKIPPER_BTCMSTR](https://x.com/SKIPPER_BTCMSTR)) > **Metrics:** 6 likes · 1 retweets · 1 comments · 260 views > **Posted:** 2026-07-21T21:42:56+00:00 > **Source Link:** [https://x.com/SKIPPER_BTCMSTR/status/2079683571011166380](https://x.com/SKIPPER_BTCMSTR/status/2079683571011166380) > **Video Content:** A dramatic digital illustration depicts a smiling man in a suit doing push-ups amid a chaotic scene of a burning city, with falling golden Bitcoin coins and signs reading 'BTC -99%' and 'BANKRUPT'. > > "UP" ### Post #60 by @SDpleb > **Author:** Sam ₿ ([@SDpleb](https://x.com/SDpleb)) > **Metrics:** 11 likes · 1 retweets · 2 comments · 235 views > **Posted:** 2026-07-21T22:42:07+00:00 > **Source Link:** [https://x.com/SDpleb/status/2079698462598422882](https://x.com/SDpleb/status/2079698462598422882) > > "Looking forward to a bunch of MSTR hating trolls deleting their accounts when it reaches $800 … going to be hilarious to watch" ### Post #61 by @w_s_bitcoin > **Author:** Wicked ([@w_s_bitcoin](https://x.com/w_s_bitcoin)) > **Metrics:** 1 likes · 0 retweets · 0 comments · 200 views > **Posted:** 2026-07-21T01:42:50+00:00 > **Source Link:** [https://x.com/w_s_bitcoin/status/2079381555835740296](https://x.com/w_s_bitcoin/status/2079381555835740296) > > "I only bought shares of $MSTR in my 3:1 matched 401k because they wouldn’t let me buy $IBIT . Aside from those types of exceptions, I wouldn’t recommend buying it. Buying real bitcoin is vastly superior." ### Post #62 by @mobilecrypto3 > **Author:** Hữu Hạo ([@mobilecrypto3](https://x.com/mobilecrypto3)) > **Metrics:** 28 likes · 0 retweets · 30 comments · 161 views > **Posted:** 2026-07-21T03:23:00+00:00 > **Source Link:** [https://x.com/mobilecrypto3/status/2079406761971429778](https://x.com/mobilecrypto3/status/2079406761971429778) > **Visual Note:** A promotional graphic featuring Michael Saylor, Executive Chairman of Strategy (Bitcoin Treasury Company), highlighting 'STRATEGY STRENGTHENS FINANCIAL FIREPOWER' with cash reserves of $3.2 billion, enough to cover STRC dividends for nearly 2 years, alongside imagery of Bitcoin, cash stacks, and books titled 'The Bitcoin Standard' and 'Principles'. > > "Strategy continues to bolster its financial "firepower." Michael Saylor's company has just increased its cash reserves to approximately $3.2 billion, sufficient to cover dividends for the STRC program for nearly 2 years without significant pressure. This also means that" ### Post #63 by @leeky_k_crypt > **Author:** AMk.Crypto ([@leeky_k_crypt](https://x.com/leeky_k_crypt)) > **Metrics:** 19 likes · 0 retweets · 8 comments · 129 views > **Posted:** 2026-07-21T06:14:36+00:00 > **Source Link:** [https://x.com/leeky_k_crypt/status/2079449948244861181](https://x.com/leeky_k_crypt/status/2079449948244861181) > **Visual Note:** Breaking news style graphic showing two Bitcoin logos side by side on orange backgrounds, with a red 'BREAKING' alert banner at the top. > > "DATA: STRATEGY’S BTC RESERVE COULD COVER 31 YEARS OF DIVIDENDS Strategy reportedly holds 843,775 BTC alongside around $3.2B in cash. According to the report, its Bitcoin reserve could cover approximately 31 years of dividend payments. $MSTR" ### Post #64 by @ChrisMMillas > **Author:** Chris Millas ([@ChrisMMillas](https://x.com/ChrisMMillas)) > **Metrics:** 0 likes · 0 retweets · 1 comments · 126 views > **Posted:** 2026-07-21T14:00:01+00:00 > **Source Link:** [https://x.com/ChrisMMillas/status/2079567073513226481](https://x.com/ChrisMMillas/status/2079567073513226481) > **Video Content:** The video features a man in a black zip-up sweater seated at a desk with a laptop and microphone, speaking directly to the camera. The background includes a green wall with a dartboard, a window, and a small statue of King Charles. As the video progresses, a "Summary (TL;DR)" graphic appears on the right side of the screen, outlining key points about mNAV, Bitcoin Yield, and Strategy, indicating the discussion is focused on the stock and its relationship to Bitcoin. > > "If you own $MSTR , do NOT fall into this trap. YouTube link in replies. [Spoken audio]: So, at the beginning of 2025, when sentiment around MSTR had seemingly gotten ahead of itself and the stock was trading at around $300, I published a post attempting to calibrate expectations not once, as you can see here, but twice. Now as we all know, the stock has since fallen by around 70% to roughly $90. dollars. Now in this video I want to again somewhat calibrate expectations while simultaneously reinforcing why the thesis remains compelling. So a lot of people seem to fall into the trap of thinking that strategy can reclaim the kind of MNAV premium that it enjoyed in the past when it traded at four to five X MNAV. Now to understand why that is a dangerous assumption we first need to understand what MNav actually represents. So the reason you buy strategy is because you want yield. You want Bitcoin yield. And so knowing this, MNav is best understood as the market's implied expectation of future Bitcoin yield. In other words, MNav measures how much future Bitcoin yield the market is pricing into strategy today. For example, if strategy trading at 2xm nav then the market is pricing in 100% bitcoin yield. So the same way traditional equities are valued based on projected future cash flows, strategy is valued based on projected future bitcoin yield. Now once you understand that the long-term constraint becomes much clearer and that is that bitcoin yield comes with diminishing returns and the reason for that is because the maximum amount of Bitcoin that any entity can theoretically own is 21 million. And so as a company increases the size of its Bitcoin stack, its ability to generate Bitcoin yield decreases because each additional Bitcoin contributes less to Bitcoin per share. For example, buying 1000 Bitcoin when you hold 10,000 Bitcoin moves the needle far more meaningfully than buying 1,000 Bitcoin when you hold 500,000 Bitcoin. And so if you follow this logic to its natural conclusion, one thing becomes clear. On a true Bitcoin standard over a long enough time horizon, MNAV should trend towards one and the reason is simple. If future Bitcoin yield is what supports MNAV, then lower expected yield should naturally compress the premium over time. Ensure MNAV converges towards one because Bitcoin yield converges towards zero. Now this doesn't mean that the model breaks, it just means that our performance becomes structurally harder as the company gets bigger. And so this is simply the law of large numbers in action. So what does all this mean for strategy? Well, since strategy currently owns around 800,000 Bitcoin, the amount of Bitcoin yield that it can generate going forward is clearly limited. But limited does not mean insignificant. And in fact, if you're familiar with my valuation model, which I'll leave a link to on your screens, if you're watching on YouTube, I believe strategy can still outperform Bitcoin by between 50 and 150% from here without needing to command an excessive premium. And that is why strategy remains a compelling opportunity. So in summary, MNAV is best understood as the market's implied expectation of future Bitcoin yield. Bitcoin yield comes with diminishing returns because each additional Bitcoin purchase contributes less to Bitcoin per share due to Bitcoin's fixed supply. And that means over time MNAV should trend towards 1 on a true Bitcoin standard because Bitcoin yield trends towards 0. But despite this dynamic strategy remains a compelling opportunity because meaningful outperformance does not require an excessive premium and on that note I'm going to wrap this video up in the meantime until next time as always remember the best is yet to come" ### Post #65 by @MisterSpread > **Author:** MisterSpread ([@MisterSpread](https://x.com/MisterSpread)) > **Metrics:** 0 likes · 0 retweets · 0 comments · 92 views > **Posted:** 2026-07-21T09:31:02+00:00 > **Source Link:** [https://x.com/MisterSpread/status/2079499380944408656](https://x.com/MisterSpread/status/2079499380944408656) > **Visual Note:** A TradingView candlestick chart of Mastercard (MA) showing a monthly close above the 1,580 level from June 2025, with multiple horizontal support/resistance lines and a highlighted 'Buy Zone'. > > "Although it was close to my $75 target, which was set in spring, I still think $MSTR has another go at the $75 area or even lower before Bitcoin bearmarket ends." ### Post #66 by @AssetMarketGuy > **Author:** Geoff B ([@AssetMarketGuy](https://x.com/AssetMarketGuy)) > **Metrics:** 0 likes · 0 retweets · 0 comments · 18 views > **Posted:** 2026-07-21T02:31:36+00:00 > **Source Link:** [https://x.com/AssetMarketGuy/status/2079393828679672068](https://x.com/AssetMarketGuy/status/2079393828679672068) > > "Sounds like MSTR is the espresso shot in Bitcoin's morning brew! Who wouldn’t want a little extra kick in their crypto journey?" --- *Generated by Context Pilot Social Intelligence Engine.*