# $MSTR Catalyst Posts & Social Intelligence Recap — July 22, 2026

> **Asset:** $MSTR  
> **Date:** 2026-07-22 (July 22, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/mstr/2026-07-22  
> **Token Profile:** https://cryptitalk.com/tokens/mstr.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @Vivek4real_
> **Author:** Vivek Sen ([@Vivek4real_](https://x.com/Vivek4real_))  
> **Metrics:** 542 likes · 30 retweets · 45 comments · 56.3K views  

> **Posted:** 2026-07-22T22:11:00+00:00  


> **Source Link:** [https://x.com/Vivek4real_/status/2080053020302168104](https://x.com/Vivek4real_/status/2080053020302168104)  


> **Video Content:** The video shows Dave Portnoy speaking into a microphone, initially wearing a white cap before swapping it for a red cap as he gestures emphatically and shakes his fists while discussing his crypto losses. A banner at the bottom reads "GO TO KRAKEN.COM/BARSTOOL AND SIGN UP WITH CODE BARSTOOL25 FOR $25 IN BTC," while the opening frame identifies him as "DAVEY DAY TRADER GLOBAL."  

> 
> "DAVE PORTNOY SAID HE OWNS BITCOIN, XRP, AND MSTR AND IS "LOSING MILLIONS."

"I'VE BOUGHT THE DIP.

I'VE GOT NO MONEY LEFT TO BUY THE DIP.""


### Post #2 by @AdamBLiv
> **Author:** Adam Livingston ([@AdamBLiv](https://x.com/AdamBLiv))  
> **Metrics:** 392 likes · 43 retweets · 31 comments · 41.9K views  

> **Posted:** 2026-07-22T16:28:28+00:00  


> **Source Link:** [https://x.com/AdamBLiv/status/2079966821860417613](https://x.com/AdamBLiv/status/2079966821860417613)  


> **Video Content:** The image displays an 8-year CEBE return decomposition chart for MSTR (currently at $99.59) showing a price projection of $100 under all STR issuance paths if Bitcoin reaches $1,000,000, with live model telemetry indicating 0.00/8.00 years elapsed, 843,775 BTC held at the highest path, and assumptions including 12% STR dividend for 96 months, common issued for all dividends, and no new debt.  

> 
> "WHAT PRICE WILL MSTR BE AT $1 MILLION BITCOIN?

I handicapped the absolute hell out of this model.

Bitcoin rises from $65,993 to $1,000,000 over 8 full years.

The entire STR preferred stack remains at a 12% dividend rate for all 96 months. The rate never declines.

MSTR"


### Post #3 by @Strategy
> **Author:** Strategy ([@Strategy](https://x.com/Strategy))  
> **Metrics:** 600 likes · 38 retweets · 235 comments · 41.8K views  

> **Posted:** 2026-07-22T15:49:54+00:00  


> **Source Link:** [https://x.com/Strategy/status/2079957115343339833](https://x.com/Strategy/status/2079957115343339833)  


> 
> "Who would you like to see join the live Q&A during 
@Strategy
’s Q2 2026 earnings call on Thursday, July 30? 
$MSTR
 $STRC"


### Post #4 by @dotkrueger
> **Author:** Fred Krueger #BIP-110 ([@dotkrueger](https://x.com/dotkrueger))  
> **Metrics:** 341 likes · 32 retweets · 50 comments · 34.3K views  

> **Posted:** 2026-07-22T15:39:14+00:00  


> **Source Link:** [https://x.com/dotkrueger/status/2079954431953772691](https://x.com/dotkrueger/status/2079954431953772691)  


> **Visual Note:** A year ago, MicroStrategy (MSTR) pledged never to issue shares below 2.5x mNAV—but since then, the company has issued roughly $15 billion in stock even as its mNAV collapsed from 1.75 to 1.02, breaching both the 2.5x and 1.0x thresholds shown in its original equity guidance chart.  

> 
> "Exactly one year ago. "Strategy will not issue MSTR Below 2.5x mNav."  mNav was 1.75. 

Today, after 15 Billion  in ATM issuance, mNav is 1.02."


### Post #5 by @coinbureau
> **Author:** Coin Bureau ([@coinbureau](https://x.com/coinbureau))  
> **Metrics:** 291 likes · 47 retweets · 24 comments · 32.3K views  

> **Posted:** 2026-07-22T07:00:01+00:00  


> **Source Link:** [https://x.com/coinbureau/status/2079823765870186698](https://x.com/coinbureau/status/2079823765870186698)  


> **Visual Note:** This is a portrait of Michael Saylor, CEO of MicroStrategy ($MSTR), a company that recently raised $263.5 million. The accompanying post discusses $MSTR's financial activities, making this image of its CEO relevant to the news.  

> 
> "BULLISH: 
$MSTR
 reclaims $100 as Strategy raises $263.5 million through equity sales.

The capital raise boosts the company’s cash reserves to roughly $3.23 billion, providing enough liquidity to cover preferred-share dividends for the next 22 months.

Strategy confirmed that no"


### Post #6 by @zaidlikesmstr
> **Author:** Zaid ([@zaidlikesmstr](https://x.com/zaidlikesmstr))  
> **Metrics:** 600 likes · 35 retweets · 34 comments · 18.4K views  

> **Posted:** 2026-07-22T17:11:57+00:00  


> **Source Link:** [https://x.com/zaidlikesmstr/status/2079977764988322119](https://x.com/zaidlikesmstr/status/2079977764988322119)  


> **Visual Note:** Logo design displaying the word 'Strategy' in bold black text with a Bitcoin symbol as the dot over the 'i', set against a swirling orange background.  

> 
> "$MSTR
We currently hold $3.225B in our USD reserve.

At today’s Bitcoin price, that’s enough dry powder to acquire ~42,000 BTC or roughly the entire stack of the world’s second largest corporate Bitcoin holder.

Just a few weeks ago, that reserve stood at $871M

In just over a"


### Post #7 by @cryptogems555
> **Author:** Crypto GEMs ([@cryptogems555](https://x.com/cryptogems555))  
> **Metrics:** 182 likes · 17 retweets · 24 comments · 16.9K views  

> **Posted:** 2026-07-22T14:00:33+00:00  


> **Source Link:** [https://x.com/cryptogems555/status/2079929595340427371](https://x.com/cryptogems555/status/2079929595340427371)  


> **Visual Note:** The image is a weekly chart of MicroStrategy ($MSTR / NASDAQ: MSTR) with a prominent red arrow projecting the stock price toward $2,000, aligning with the post's bullish "$2,000" price target and illustrating the anticipated continued upward run.  

> 
> "$MSTR
 @Strategy
 is going +$2,000

Enjoy the run"


### Post #8 by @AdamBLiv
> **Author:** Adam Livingston ([@AdamBLiv](https://x.com/AdamBLiv))  
> **Metrics:** 464 likes · 43 retweets · 41 comments · 15.8K views  

> **Posted:** 2026-07-22T16:49:11+00:00  


> **Source Link:** [https://x.com/AdamBLiv/status/2079972032922648576](https://x.com/AdamBLiv/status/2079972032922648576)  


> **Visual Note:** The image is a bar chart titled "MSTR vs Bitcoin Projection," showing indexed values from Month 0 to Year 2, with Bitcoin projected to reach $240,000 and MSTR stock at $516.52, alongside a Month 24 panel highlighting metrics like a 363.7% appreciation, 1.43x BTC, and CEBE NAV/share of $504.91.

The chart visually reinforces the post's argument that MSTR shareholders who hold through dilution understand their investment's true worth, as the projection shows MSTR ($516.52) outperforming Bitcoin ($240,000) on a per-share basis, delivering a CEBE NAV/share value of $504.91.  

> 
> "The MSTR shareholders still happily holding below $100 are the best shareholders Strategy could ask for.

This is because whoever is left KNOWS what the OWN.

They understand that dilution is an input for an end result that is worth it. An input is not the output.

CEBE per share"


### Post #9 by @piovincenzo_
> **Author:** Pio ([@piovincenzo_](https://x.com/piovincenzo_))  
> **Metrics:** 99 likes · 2 retweets · 36 comments · 13.9K views  

> **Posted:** 2026-07-22T21:42:53+00:00  


> **Source Link:** [https://x.com/piovincenzo_/status/2080045946428174699](https://x.com/piovincenzo_/status/2080045946428174699)  


> **Visual Note:** A 1-week stock chart for Strategy Inc. (MSTR) showing the current price of $99.80, up $1.65 (1.68%) over the past week. The image illustrates MSTR's recent volatile recovery, supporting the post's comparison question of whether MSTR or Bitcoin mining/AI data center companies like IREN will produce a 4X return first.  

> 
> "What produces a 4X first?

MSTR

or

The Bitcoin Mining AI Data center companies? (IREN)"


### Post #10 by @hylo_so
> **Author:** Hylo ([@hylo_so](https://x.com/hylo_so))  
> **Metrics:** 131 likes · 8 retweets · 18 comments · 13.1K views  

> **Posted:** 2026-07-22T18:26:46+00:00  


> **Source Link:** [https://x.com/hylo_so/status/2079996589523792003](https://x.com/hylo_so/status/2079996589523792003)  


> **Video Content:** The video opens with a glowing golden orb pulsating in a dark space, then transitions to a sleek trading interface showing a transaction panel for swapping hyUSD and xBTC, complete with a candlestick chart in the background. The screen then glitches into a distorted, fragmented view before fading to black, revealing the URL "hylo.so/leverage." The post promotes xBTC as a transparent, on-chain alternative to leveraged BTC plays like MSTR.  

> 
> "Forget 
$MSTR
 if you're looking for leveraged 
$BTC
 exposure.

Transparent, autonomous on-chain program > opaque, vibe-coded DAT.

Just use 
$xBTC
."


### Post #11 by @MitchellAskew
> **Author:** Mitchell Askew ([@MitchellAskew](https://x.com/MitchellAskew))  
> **Metrics:** 59 likes · 7 retweets · 31 comments · 10.8K views  

> **Posted:** 2026-07-22T12:15:38+00:00  


> **Source Link:** [https://x.com/MitchellAskew/status/2079903191789973622](https://x.com/MitchellAskew/status/2079903191789973622)  


> **Visual Note:** Strategy (formerly MicroStrategy) MSTR Equity Guidance chart showing capital markets strategy tiers based on mNAV: above 4.0x actively issue to acquire Bitcoin, 2.5x-4.0x opportunistically issue, below 2.5x tactical issuance, and below 1.0x repurchase MSTR, with implied share prices of $1,000, $600, and $210.  

> 
> "In 11 months, 
@Strategy
 went from “we will issue prefs when MSTR is below 1x mNAV to support the common”

To “we will dilute the common below 1x mNAV for cash to support our preferred equity”

The North Star KPI changed from Bitcoin per Share to STRC at $100

What am I missing?"


### Post #12 by @AdamBLiv
> **Author:** Adam Livingston ([@AdamBLiv](https://x.com/AdamBLiv))  
> **Metrics:** 157 likes · 16 retweets · 4 comments · 10.6K views  

> **Posted:** 2026-07-22T23:54:51+00:00  


> **Source Link:** [https://x.com/AdamBLiv/status/2080079155304058991](https://x.com/AdamBLiv/status/2080079155304058991)  


> **Video Content:** A YouTube-style thumbnail featuring a man in a black cap in a room with bookshelves, alongside text reading 'CEBE SIX-PATH MODEL', 'WHAT PRICE WILL MSTR BE AT $1 MILLION BITCOIN?', 'Six handicapped paths. Eight years. One return engine.', and '@AdamBLIV'.  

> 
> "$1 MILLION BITCOIN: HOW HIGH DOES MSTR GO?!

Bitcoin reaches $1 million. 

MSTR lands between $2,100 and $3,333 even after I handcuff the model, hold STRC at 12% for eight years, and dilute common stock to pay every dividend.  

Six scenarios. Full CEBE decomposition. Shapley"


### Post #13 by @AdamBLiv
> **Author:** Adam Livingston ([@AdamBLiv](https://x.com/AdamBLiv))  
> **Metrics:** 81 likes · 8 retweets · 7 comments · 8.1K views  

> **Posted:** 2026-07-22T23:25:40+00:00  


> **Source Link:** [https://x.com/AdamBLiv/status/2080071812285702247](https://x.com/AdamBLiv/status/2080071812285702247)  


> **Visual Note:** The image is a dashboard titled "THE MARKET IS CONVERGING ON CEBE" by @AdamBLiv, showing MicroStrategy's (MSTR) Bitcoin-to-share metrics with a realized 1260-day beta of 1.53×, CEBE prediction of 1.52×, and gross BTC/share prediction of 1.00× as of January 20, 2026. The visualization directly supports the post's argument by empirically validating that CEBE (Cost-Equity Bitcoin Equivalent) accurately predicts MSTR's Bitcoin exposure function, proving it has a variable beta rather than a static 2× leverage claim.  

> 
> "MSTR DOES NOT HAVE A BITCOIN BETA: CEBE EMPIRICALLY VALIDATED

IT HAS A BITCOIN BETA FUNCTION.

Calling MSTR “2× Bitcoin” is the kind of statement that sounds intelligent until the mathematics arrives carrying a baseball bat.

We can take CEBE from an accounting proposal"


### Post #14 by @StrategyMaxi
> **Author:** 100% Strategy ([@StrategyMaxi](https://x.com/StrategyMaxi))  
> **Metrics:** 114 likes · 9 retweets · 5 comments · 8.1K views  

> **Posted:** 2026-07-22T22:12:45+00:00  


> **Source Link:** [https://x.com/StrategyMaxi/status/2080053461803237547](https://x.com/StrategyMaxi/status/2080053461803237547)  


> **Video Content:** The video features a man in a suit and patterned tie sitting in a leather chair as an increasing amount of U.S. dollar bills rain down on him, gradually burying him under stacks of cash across the four frames. The scene opens with a medium shot and progressively zooms out, revealing a wood-paneled library setting with bookshelves, a lamp, and framed artwork. No on-screen text, tickers, or numbers appear in the video itself; the figures cited ($1 Trillion, $9 Billion, $15 Billion) are only present in the accompanying post.  

> 
> "Mag 7 will spend $1 Trillion in 2026 to build AI.
$MSTR
 has already spent $9 Billion through a Common Stock ATM in 2026 to pay dividends and acquire BTC & USD. ~$15 Billion estimated in 2026.

In 2021, 
$MSTR
 spent $1 Billion through Common Stock ATM.

x15 in 5 years.

If the"


### Post #15 by @AdamBLiv
> **Author:** Adam Livingston ([@AdamBLiv](https://x.com/AdamBLiv))  
> **Metrics:** 126 likes · 8 retweets · 7 comments · 7.3K views  

> **Posted:** 2026-07-22T02:25:11+00:00  


> **Source Link:** [https://x.com/AdamBLiv/status/2079754601733980665](https://x.com/AdamBLiv/status/2079754601733980665)  


> **Visual Note:** A financial chart titled 'MSTR TORQUE vs PREMIUM RISK' showing MSTR common equity returns ranging from -50.9% to +122.4% as Bitcoin runs 66,257-100,000, with the base case premium at 1.035x and NAV parity marked at 1.00x ($166.22).  

> 
> "MSTR at 1.035× CEBE mNAV is about as derisked as this animal gets.

At $100.88, you’re paying only 3.5% above current CEBE NAV after cash, debt and preferred claims are properly accounted for.

MSTR does not need to issue a single additional share to acquire Bitcoin, and it does"


### Post #16 by @btcjvs
> **Author:** James Van Straten ([@btcjvs](https://x.com/btcjvs))  
> **Metrics:** 88 likes · 3 retweets · 10 comments · 6.6K views  

> **Posted:** 2026-07-22T16:44:13+00:00  


> **Source Link:** [https://x.com/btcjvs/status/2079970785364521253](https://x.com/btcjvs/status/2079970785364521253)  


> 
> "Exactly one month ago since 
$MSTR
 bought any bitcoin, longest streak since the bear market started."


### Post #17 by @reddit
> **Author:** dsk83 ([@reddit](https://x.com/reddit))  
> **Metrics:** 61 likes · 0 retweets · 73 comments · 6.1K views  

> **Posted:** 2026-07-22T20:39:38.405000+00:00  


> **Source Link:** [https://x.com/reddit/status/ba8b480cc2099014dcb6ab22e146fa76eaa7b47f543aaa83db752331a599f91a](https://x.com/reddit/status/ba8b480cc2099014dcb6ab22e146fa76eaa7b47f543aaa83db752331a599f91a)  


> 
> "STRC a 'tax' on MSTR holders?"


### Post #18 by @WOLF_Bitcoin_
> **Author:** WOLF Bitcoin ([@WOLF_Bitcoin_](https://x.com/WOLF_Bitcoin_))  
> **Metrics:** 21 likes · 2 retweets · 3 comments · 5.1K views  

> **Posted:** 2026-07-22T19:30:00+00:00  


> **Source Link:** [https://x.com/WOLF_Bitcoin_/status/2080012503484895734](https://x.com/WOLF_Bitcoin_/status/2080012503484895734)  


> **Video Content:** The video shows Michael Saylor, the co-founder of MicroStrategy, seated in a patterned chair in a well-lit room with white walls and a fireplace, actively gesturing with his right arm extended as he speaks emphatically. Throughout the clip, he moves his hand in a sweeping motion while making his point, then lowers his arm as he continues his statement. A "CoinDesk" logo is visible in the upper left corner of the screen throughout the footage.  

> 
> "MICHAEL SAYLOR ON 
$MSTR
 STRATEGY'S POSITION IN THE BITCOIN MARKET:

"We bought $62 billion of Bitcoin. We're the biggest buyer of Bitcoin in the world. We will probably continue to be ad infinitum the biggest buyer of Bitcoin in the world."

Peter Schiff called it a surrender."


### Post #19 by @aganstwallst
> **Author:** Against Wall Street ([@aganstwallst](https://x.com/aganstwallst))  
> **Metrics:** 102 likes · 8 retweets · 10 comments · 4.3K views  

> **Posted:** 2026-07-22T19:55:40+00:00  


> **Source Link:** [https://x.com/aganstwallst/status/2080018963044417966](https://x.com/aganstwallst/status/2080018963044417966)  


> **Visual Note:** A TradingView 4-hour candlestick chart of MSTR on NASDAQ shows a sharp downtrend from ~$320 to a ~$100 support line, with multiple BUY/SELL signals marked across November 2025 through August 2026. The stock is currently hovering around $99.93, having just bounced off the $100 resistance level—visually confirming the post's note that MSTR is grinding against $100 and looking strong relative to Bitcoin heading into the next session.  

> 
> "$MSTR
 still stuck grinding against that $100 resistance

Today it held up way stronger than Bitcoin though, that’s a solid look heading into tomorrow

Alright, give me $120 already. Let’s go 
$BTC
 $MSTR"


### Post #20 by @WOLF_Bitcoin_
> **Author:** WOLF Bitcoin ([@WOLF_Bitcoin_](https://x.com/WOLF_Bitcoin_))  
> **Metrics:** 43 likes · 5 retweets · 2 comments · 3.4K views  

> **Posted:** 2026-07-22T07:00:01+00:00  


> **Source Link:** [https://x.com/WOLF_Bitcoin_/status/2079823764485812427](https://x.com/WOLF_Bitcoin_/status/2079823764485812427)  


> **Video Content:** The video is a Bloomberg "The Close" interview segment featuring Phong Le, President & CEO of Strategy (MSTR), discussing the company's recent move to raise its Bitcoin reserve to $3 billion through a stock sale. The broadcast shows a split-screen transition from two hosts to a full-screen shot of Phong Le speaking from his home office, while a live intraday Bitcoin ticker steadily climbs from $64,473.89 to $64,493.18 (a 3.77% gain) throughout the clip.  

> 
> "STRATEGY: WE WILL BE THE LARGEST BUYER OF BITCOIN FOR THE FORESEEABLE FUTURE

A direct message to anyone worried about the company: they're not going anywhere:

- Strategy 
$MSTR
 is the largest identified holder of Bitcoin 
$BTC
, and the goal is to be the largest buyer

[Spoken audio]: you are not gone from that market as a buyer. We're not going anywhere. We're the largest identified holder of Bitcoin. My objective would be the largest buyer of Bitcoin for the foreseeable future. We're not going anywhere. Anybody that's worried about strategy shouldn't be. That said Bitcoin is a lot bigger than us. Right. We are four percent holder of Bitcoin. Bitcoin trades 30 to 40 billion dollars a day. You saw a couple weeks ago we sold about 200 million dollars of Bitcoin had not moved the market in fact the market moved up during that period of time so but we're not going anywhere we're gonna we're gonna we're sticking with Bitcoin for the long term we'll be buyers of Bitcoin for the long term."


### Post #21 by @RobinSeyr
> **Author:** Robin Seyr ([@RobinSeyr](https://x.com/RobinSeyr))  
> **Metrics:** 30 likes · 2 retweets · 8 comments · 3.4K views  

> **Posted:** 2026-07-22T15:00:03+00:00  


> **Source Link:** [https://x.com/RobinSeyr/status/2079944567575502902](https://x.com/RobinSeyr/status/2079944567575502902)  


> **Visual Note:** A YouTube thumbnail showing two bearded men with glasses facing each other, with bold text reading 'MSTR = 4X BTC' in white and red against a dark background.  

> 
> "Why Strategy Becomes The Most Valuable Company On Earth

⇒ MSTR will 4X your BTC Returns
⇒ S&P500 Inclusion
⇒ SpaceX Comparison

The one and only 
@chasepalmieri"


### Post #22 by @BTCoptioneer
> **Author:** BTC Optioneer ([@BTCoptioneer](https://x.com/BTCoptioneer))  
> **Metrics:** 58 likes · 3 retweets · 6 comments · 3.0K views  

> **Posted:** 2026-07-22T15:03:07+00:00  


> **Source Link:** [https://x.com/BTCoptioneer/status/2079945341613301855](https://x.com/BTCoptioneer/status/2079945341613301855)  


> 
> "$MSTR
 will outperform Bitcoin even if it buys 0 sats in the coming years based on CEBE.

As Bitcoin appreciates, senior claims will shrink and the value will accrue to the common shareholders. 

However, based on the BPS model, MSTR will need to keep accumulating Bitcoin per"


### Post #23 by @zaidlikesmstr
> **Author:** Zaid ([@zaidlikesmstr](https://x.com/zaidlikesmstr))  
> **Metrics:** 77 likes · 15 retweets · 7 comments · 2.9K views  

> **Posted:** 2026-07-22T02:53:14+00:00  


> **Source Link:** [https://x.com/zaidlikesmstr/status/2079761661452312794](https://x.com/zaidlikesmstr/status/2079761661452312794)  


> **Visual Note:** A distinguished gray-haired man in a suit and orange tie contemplates his move over an orange and black chessboard in an ornate, chandelier-lit hall, visually symbolizing the strategic, long-term thinking and calculated moves that the post attributes to Michael Saylor's investment philosophy with $MSTR and Strategy.  

> 
> "$MSTR
To understand the long term vision behind 
@Strategy
 , I think it’s first important to understand how Michael Saylor thinks.

Long before Bitcoin, Saylor had already built a framework for identifying dominant digital networks.

If you study The Mobile Wave, a pattern"


### Post #24 by @ChrisMMillas
> **Author:** Chris Millas ([@ChrisMMillas](https://x.com/ChrisMMillas))  
> **Metrics:** 38 likes · 1 retweets · 9 comments · 2.4K views  

> **Posted:** 2026-07-22T14:01:40+00:00  


> **Source Link:** [https://x.com/ChrisMMillas/status/2079929878065955096](https://x.com/ChrisMMillas/status/2079929878065955096)  


> 
> "Ahead of next week’s 
$MSTR
 earnings, I only have one question for management:

Is there a path to generating meaningful Bitcoin Yield beyond the 7 years that they have effectively guided for?

If yes, how? And how does it account for diminishing returns?

If no, why should"


### Post #25 by @ZoomexOfficial
> **Author:** ZOOMEX_Official ([@ZoomexOfficial](https://x.com/ZoomexOfficial))  
> **Metrics:** 12 likes · 0 retweets · 2 comments · 2.4K views  

> **Posted:** 2026-07-22T09:18:02+00:00  


> **Source Link:** [https://x.com/ZoomexOfficial/status/2079858499471933671](https://x.com/ZoomexOfficial/status/2079858499471933671)  


> 
> "AI and semiconductor stocks are heating up again. 

Traders looking for high-leverage exposure to these sectors now have more options.

Zoomex has added popular US stock assets to 1000x contracts, including:

• 
$MSTR
 
• 
$MU
 
• $SKHYNIX
• $SAMSUNG

Trade crypto and hot US"


### Post #26 by @BTCoptioneer
> **Author:** BTC Optioneer ([@BTCoptioneer](https://x.com/BTCoptioneer))  
> **Metrics:** 72 likes · 2 retweets · 10 comments · 2.0K views  

> **Posted:** 2026-07-22T17:12:54+00:00  


> **Source Link:** [https://x.com/BTCoptioneer/status/2079978001492521073](https://x.com/BTCoptioneer/status/2079978001492521073)  


> 
> "$MSTR
 will outperform most AI/semi stocks in the long run."


### Post #27 by @BitMEX
> **Author:** BitMEX ([@BitMEX](https://x.com/BitMEX))  
> **Metrics:** 4 likes · 0 retweets · 1 comments · 1.8K views  

> **Posted:** 2026-07-22T03:21:39+00:00  


> **Source Link:** [https://x.com/BitMEX/status/2079768811159662602](https://x.com/BitMEX/status/2079768811159662602)  


> **Visual Note:** A BitMEX chart titled "BPS vs CEBE: The 39% Phantom Gap" compares MicroStrategy's Bitcoin Per Share (222,000 sats, with 86,300 sats belonging to creditors) against Common Equity Bitcoin Exposure (135,700 sats), visually illustrating the 39% gap that belongs to preferred holders and creditors rather than common shareholders.  

> 
> "everyone asks how much BTC 
$MSTR
 holds per share.

nobody asks how much of it actually belongs to you.

Bitcoin Per Share: 222,000 sats
Common Equity Bitcoin Exposure: 135,700 sats

that 39% gap? it belongs to creditors first. 

read the full breakdown 
bitmex.com/blog/mstr-mnav
…"


### Post #28 by @BTCtreasuries
> **Author:** BitcoinTreasuries.NET ([@BTCtreasuries](https://x.com/BTCtreasuries))  
> **Metrics:** 32 likes · 2 retweets · 3 comments · 1.5K views  

> **Posted:** 2026-07-22T17:35:02+00:00  


> **Source Link:** [https://x.com/BTCtreasuries/status/2079983571855724648](https://x.com/BTCtreasuries/status/2079983571855724648)  


> **Visual Note:** The Louisiana state flag, featuring a white pelican feeding its young in a nest with the motto 'UNION JUSTICE CONFIDENCE' on a banner.  

> 
> "JUST IN: $16.3 billion U.S. Louisiana State Employees' Retirement Fund has increased its position in #Bitcoin treasury company Strategy 
$MSTR
 to 21,300 shares ($2.13 million).

Government employees are getting BTC exposure."


### Post #29 by @shaguncrypto
> **Author:** Shagun Makin ([@shaguncrypto](https://x.com/shaguncrypto))  
> **Metrics:** 19 likes · 1 retweets · 14 comments · 1.4K views  

> **Posted:** 2026-07-22T15:08:29+00:00  


> **Source Link:** [https://x.com/shaguncrypto/status/2079946690413625390](https://x.com/shaguncrypto/status/2079946690413625390)  


> **Visual Note:** This image shows the past month's stock chart for MSTR (MicroStrategy Incorporated), currently trading at $98.74 and down 13.28%.  

> 
> "So let me get this straight…

If you bought 1,000 shares of 
$MSTR
 at $120

And Bitcoin eventually pushed 
$MSTR
 to $500

That $120,000 position would become $500,000."


### Post #30 by @pawnie_
> **Author:** Pawnie ([@pawnie_](https://x.com/pawnie_))  
> **Metrics:** 35 likes · 2 retweets · 22 comments · 994 views  

> **Posted:** 2026-07-22T07:25:26+00:00  


> **Source Link:** [https://x.com/pawnie_/status/2079830161168429550](https://x.com/pawnie_/status/2079830161168429550)  


> **Visual Note:** A dark-themed "24H Web3 News Recap #483" graphic dated July 22, 2026, highlighting three key headlines—Telegram's native Gram wallet launch for 1 billion users, only 8 of 113 altcoins launched since 2024 being profitable, and a Bitcoin whale moving 2,000 BTC ($130.5M) to Cumberland OTC—alongside a Fear and Greed Index reading of 33/100, visually summarizing the crypto market sentiment and news points referenced in the accompanying post.  

> 
> "24H Web3 News Recap #483 

Fear and Greed Index: 33/100 ▲

 NEWS

 Market & Macro

> Bitcoin lifts CRCL, BMNR and MSTR higher ahead of Fed's July rate decision
> US-Iran conflict pushes oil prices up as Fed's hawkish tone delays rate cut bets

 ETF & Institutional Flows"


### Post #31 by @TheMoonShow
> **Author:** The Moon Show ([@TheMoonShow](https://x.com/TheMoonShow))  
> **Metrics:** 15 likes · 0 retweets · 3 comments · 965 views  

> **Posted:** 2026-07-22T07:29:16+00:00  


> **Source Link:** [https://x.com/TheMoonShow/status/2079831126882009153](https://x.com/TheMoonShow/status/2079831126882009153)  


> **Visual Note:** A portrait photograph of a middle-aged man with gray hair and a beard, wearing a dark shirt and jacket against a gray background.  

> 
> "Strategy's 
$MSTR
 is back above $100!"


### Post #32 by @BTCoptioneer
> **Author:** BTC Optioneer ([@BTCoptioneer](https://x.com/BTCoptioneer))  
> **Metrics:** 8 likes · 0 retweets · 2 comments · 734 views  

> **Posted:** 2026-07-22T16:18:54+00:00  


> **Source Link:** [https://x.com/BTCoptioneer/status/2079964411008082113](https://x.com/BTCoptioneer/status/2079964411008082113)  


> **Visual Note:** Bar chart comparing MSTR at 704% versus BTC at 454%, likely showing year-to-date performance.  

> 
> "$MSTR
 has outperformed Bitcoin since adopting the Bitcoin Standard. 

The rest is noise."


### Post #33 by @BTC_broo
> **Author:** BTC Bro ([@BTC_broo](https://x.com/BTC_broo))  
> **Metrics:** 22 likes · 0 retweets · 6 comments · 702 views  

> **Posted:** 2026-07-22T16:54:54+00:00  


> **Source Link:** [https://x.com/BTC_broo/status/2079973471761645901](https://x.com/BTC_broo/status/2079973471761645901)  


> 
> "AI is not a trade.
$MSTR
 is a trade.

Thanks for coming to my Ted Talk."


### Post #34 by @OffshoreHODL
> **Author:** Flying Raven ([@OffshoreHODL](https://x.com/OffshoreHODL))  
> **Metrics:** 11 likes · 1 retweets · 1 comments · 616 views  

> **Posted:** 2026-07-22T12:55:09+00:00  


> **Source Link:** [https://x.com/OffshoreHODL/status/2079913139106119847](https://x.com/OffshoreHODL/status/2079913139106119847)  


> **Visual Note:** A split-screen comparison contrasting fearful crypto critics (Last 90 Days: -11.2%) with a calm Michael Saylor showcasing Bitcoin's 6-year performance of +1,175%, with labels like 'BIG PICTURE FOCUS' and 'THE BITCOIN RATIONALE'.  

> 
> "The 
$MSTR
 Saylor Critics ask 'what happens next week.'

Michael 
@saylor
 asks 'what happens in 10 years.'

This is classic poor people vs rich people thinking."


### Post #35 by @reddit
> **Author:** Flat-Whole4105 ([@reddit](https://x.com/reddit))  
> **Metrics:** 6 likes · 0 retweets · 18 comments · 600 views  

> **Posted:** 2026-07-22T19:13:18.789000+00:00  


> **Source Link:** [https://x.com/reddit/status/cb97d58aca07140a742fc25db5690c2baa9c27529a92f4bae8a9ad6675b782d8](https://x.com/reddit/status/cb97d58aca07140a742fc25db5690c2baa9c27529a92f4bae8a9ad6675b782d8)  


> 
> "MSTR"


### Post #36 by @BTCoptioneer
> **Author:** BTC Optioneer ([@BTCoptioneer](https://x.com/BTCoptioneer))  
> **Metrics:** 7 likes · 0 retweets · 3 comments · 522 views  

> **Posted:** 2026-07-22T20:02:40+00:00  


> **Source Link:** [https://x.com/BTCoptioneer/status/2080020726665433529](https://x.com/BTCoptioneer/status/2080020726665433529)  


> 
> "How to make money trading 
$MSTR
 options:
- Sell options more often than you buy
- Sell puts on red days when IV is elevated
- Sell covered calls after a few green days 
- Keep your delta low (5-15) since MSTR is volatile 

Following these rules allowed me to generate consistent"


### Post #37 by @SatoshiSound
> **Author:** Robert Allen #BIP-110 ([@SatoshiSound](https://x.com/SatoshiSound))  
> **Metrics:** 19 likes · 2 retweets · 2 comments · 477 views  

> **Posted:** 2026-07-22T14:33:27+00:00  


> **Source Link:** [https://x.com/SatoshiSound/status/2079937874074509486](https://x.com/SatoshiSound/status/2079937874074509486)  


> **Visual Note:** Strategy8 bar chart titled 'Implied Volatility' comparing tickers: MSTR 88%, IBIT 42%, QQQ 25%, GLD 23%, SPY 16%, VNQ 16%, and BND 5%.  

> 
> ""Engineers" is a bit of a stretch.

An engineer builds an engine.

Saylor removed one.

He pushed engineless cars down a hill and called gravity financial engineering.

Now the road is flat, the horses are hungry, and the engines are being sold for hay.

Welcome to MSTR Motors:"


### Post #38 by @blckchaindaily
> **Author:** Blockchain Daily News ([@blckchaindaily](https://x.com/blckchaindaily))  
> **Metrics:** 0 likes · 0 retweets · 1 comments · 401 views  

> **Posted:** 2026-07-22T07:00:39+00:00  


> **Source Link:** [https://x.com/blckchaindaily/status/2079823924779524396](https://x.com/blckchaindaily/status/2079823924779524396)  


> 
> "STRATEGY RAISES $263.5M THROUGH EQUITY SALES, CASH RESERVES REACH ~$3.23B 
$MSTR"


### Post #39 by @Profoneur
> **Author:** Prof K ([@Profoneur](https://x.com/Profoneur))  
> **Metrics:** 4 likes · 0 retweets · 1 comments · 387 views  

> **Posted:** 2026-07-22T04:38:47+00:00  


> **Source Link:** [https://x.com/Profoneur/status/2079788220964028873](https://x.com/Profoneur/status/2079788220964028873)  


> **Visual Note:** [caption-failed: minimax unavailable]  

> 
> "The bitcoin DATs never made sense to me. I thought Twenty One was gonna build a payments business behind it. But all of these were just bids to become another 
$MSTR
, which we obv don’t need. 

Now DATs for Proof of Stake coins like 
$ETH
 $SOL
 $HYPE
, those make long-term sense."


### Post #40 by @Scavacini777
> **Author:** ₿TC-GUS ([@Scavacini777](https://x.com/Scavacini777))  
> **Metrics:** 5 likes · 0 retweets · 4 comments · 385 views  

> **Posted:** 2026-07-22T01:09:10+00:00  


> **Source Link:** [https://x.com/Scavacini777/status/2079735469328203800](https://x.com/Scavacini777/status/2079735469328203800)  


> 
> "People forget Bitcoin will rage pump again.

What do you think will happen to 
$mstr
 ?

Bitcoin at 5 trillion market cap, that's 300k Btc?

What do you think 
$mstr
 would do?  

I decided to acquire 10 shares of Mstr for myself and 20 shares for my cleaning business

Not"


### Post #41 by @RobinSeyr
> **Author:** Robin Seyr ([@RobinSeyr](https://x.com/RobinSeyr))  
> **Metrics:** 2 likes · 0 retweets · 1 comments · 359 views  

> **Posted:** 2026-07-22T15:54:45+00:00  


> **Source Link:** [https://x.com/RobinSeyr/status/2079958334442971176](https://x.com/RobinSeyr/status/2079958334442971176)  


> 
> "If you feel bearish on 
$MSTR
 get yourself some conviction right here:"


### Post #42 by @chasepalmieri
> **Author:** Chase Palmieri ([@chasepalmieri](https://x.com/chasepalmieri))  
> **Metrics:** 7 likes · 0 retweets · 3 comments · 323 views  

> **Posted:** 2026-07-22T15:02:27+00:00  


> **Source Link:** [https://x.com/chasepalmieri/status/2079945172360774074](https://x.com/chasepalmieri/status/2079945172360774074)  


> **Visual Note:** A thumbnail-style image showing two men's faces on either side of the text 'MSTR = 4X BTC'.  

> 
> "Correction: 
@Strategy
 will be the most valuable company on any human occupied planet."


### Post #43 by @LitecoinTA
> **Author:** Chikun ([@LitecoinTA](https://x.com/LitecoinTA))  
> **Metrics:** 9 likes · 0 retweets · 0 comments · 263 views  

> **Posted:** 2026-07-22T15:06:41+00:00  


> **Source Link:** [https://x.com/LitecoinTA/status/2079946236694499598](https://x.com/LitecoinTA/status/2079946236694499598)  


> **Visual Note:** Stock ticker list showing MSTR (Strategy Inc) at 98.60 down 3.29%, COIN (Coinbase Global) at 169.67 down 3.51%, and LITS (Lite Strategy) at 1.04 up 3.50%, along with related spread pairs.  

> 
> "$LITS
 > 
$COIN
 > 
$MSTR
People think I blindly buy 
$LTC
 and 
$LITS
 just because when really I compare the ratios to know which is the best buy."


### Post #44 by @taitsgambles
> **Author:** Tait ([@taitsgambles](https://x.com/taitsgambles))  
> **Metrics:** 6 likes · 0 retweets · 0 comments · 166 views  

> **Posted:** 2026-07-22T16:40:37+00:00  


> **Source Link:** [https://x.com/taitsgambles/status/2079969878144852094](https://x.com/taitsgambles/status/2079969878144852094)  


> **Visual Note:** Trading interface from carrot.fund.io displaying the MSTR/USD (MicroStrategy) chart showing a steep decline to $100.27, with open interest of $1.8K/$1M and borrowing rate of 0.0011.  

> 
> "Let me not fade myself...

I've taken the position on 
@carrotfunding
 

Run ittttttt 
$MSTR"


### Post #45 by @lonniev
> **Author:** Lonnie VanZandt ([@lonniev](https://x.com/lonniev))  
> **Metrics:** 2 likes · 0 retweets · 0 comments · 111 views  

> **Posted:** 2026-07-22T16:53:22+00:00  


> **Source Link:** [https://x.com/lonniev/status/2079973086867116350](https://x.com/lonniev/status/2079973086867116350)  


> 
> "Just teasing 
@saylor
 : Michael, the bot thought you said keep MSTR at $100 par, not 
$STRC
. Go change the prompt. ;-)

(I'm a believer, but forgive me for my human time preference.)"


### Post #46 by @reddit
> **Author:** skibidi-bibidi ([@reddit](https://x.com/reddit))  
> **Metrics:** 1 likes · 0 retweets · 1 comments · 100 views  

> **Posted:** 2026-07-22T19:57:42.226000+00:00  


> **Source Link:** [https://x.com/reddit/status/6324ce93768b09b83d4701a3016b513466a27bde8078519a2853278097b69fe1](https://x.com/reddit/status/6324ce93768b09b83d4701a3016b513466a27bde8078519a2853278097b69fe1)  


> 
> "Could STRC end MSTR?"


### Post #47 by @ChrisMMillas
> **Author:** Chris Millas ([@ChrisMMillas](https://x.com/ChrisMMillas))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 79 views  

> **Posted:** 2026-07-22T12:00:03+00:00  


> **Source Link:** [https://x.com/ChrisMMillas/status/2079899272036995398](https://x.com/ChrisMMillas/status/2079899272036995398)  


> 
> "Posts like this concern me and it's something I see way too often.

Many people seem to assume that when 
$BTC
 makes a new all-time high, 
$MSTR
 will automatically make one too.

I have explained why this won't be the case and the mistake people are making in detail in an article"


### Post #48 by @Onelovevegans
> **Author:** ONE LOVE VEGAN ([@Onelovevegans](https://x.com/Onelovevegans))  
> **Metrics:** 1 likes · 0 retweets · 0 comments · 55 views  

> **Posted:** 2026-07-22T02:41:50+00:00  


> **Source Link:** [https://x.com/Onelovevegans/status/2079758790732210505](https://x.com/Onelovevegans/status/2079758790732210505)  


> 
> "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 #49 by @AdamBLiv
> **Author:** Adam Livingston ([@AdamBLiv](https://x.com/AdamBLiv))  
> **Metrics:** 1 likes · 0 retweets · 0 comments · 34 views  

> **Posted:** 2026-07-22T15:55:17+00:00  


> **Source Link:** [https://x.com/AdamBLiv/status/2079958471336735136](https://x.com/AdamBLiv/status/2079958471336735136)  


> 
> "You accurately describe CEBE, but the market determines the stock price. It does not determine which framework more completely describes the underlying economics.

MSTR stock performance = Bitcoin move x CEBE move x CEBE mNAV move. Mathematically undeniable.

CEBE is superior. It"


### Post #50 by @RonSwanonson
> **Author:** Ron Sovereignty Swanson ([@RonSwanonson](https://x.com/RonSwanonson))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 15 views  

> **Posted:** 2026-07-22T18:12:48+00:00  


> **Source Link:** [https://x.com/RonSwanonson/status/2079993075334803578](https://x.com/RonSwanonson/status/2079993075334803578)  


> 
> "AI seems like a bubble. Definitely a trade for most of the companies imo. Similar to .com in that there is way too much capital piled in vs the production of the tech 

MSTR makes a great trading stock because of the volatility, but until it stops out-performing bitcoin (since"


### Post #51 by @ChrisMMillas
> **Author:** Chris Millas ([@ChrisMMillas](https://x.com/ChrisMMillas))  
> **Metrics:** 0 likes · 0 retweets · 0 comments  

> **Posted:** 2026-07-22T18:00:01+00:00  


> **Source Link:** [https://x.com/ChrisMMillas/status/2079989859905626253](https://x.com/ChrisMMillas/status/2079989859905626253)  


> **Video Content:** The video opens with a CNBC split-screen interview featuring a host on the left and Cathy Clay, S&P Dow Jones Indices CEO, on the right, with the banner reading "A NEW CRYPTO BENCHMARK." The segment then transitions to a graphic titled "THE S&P PANTERA DIGITAL ASSET INDEX," listing 18 constituents with the largest five being Ether, Binance Coin, Solana, Tron, and Hyperliquid, noting that revenue requirements exclude Bitcoin and XRP. The visual shifts to show Clay alongside live market charts—first the S&P 500 at ~7,509 (+0.88%), then Ether/USD metrics at 1,922.55 (+1.42%, YTD -35.16%), and finally Bitcoin/USD at 66,405.91 (+2.04%, YTD -23.95%)—reinforcing the post's point that Bitcoin's exclusion from the new index signals revenue-based hurdles for crypto-linked firms seeking S&P 500 inclusion.  

> 
> "$BTC
 has been excluded from the S&P Digital Asset Index because it doesn't generate revenue.

This tells me that 
$MSTR
 may still be some way off S&P 500 inclusion.

Yes, Strategy has an operating software business, but relative to its Bitcoin business, it generates very little

[Spoken audio]: The largest, there's 18 constituents total, the largest five are Aether, Binance Coin, Solana, Tron, and Hyper Liquid. So what are the requirements? How much turnover do you expect and what do these choices represent? Yeah, so let's just admit that digital assets moves faster than equity assets, for example. But what we're trying to bring are the same sort of principles that we have in our equity indices into digital assets. So when you think about the seasoning period, the revenue generation, the listing requirement, the liquidity behind these different protocols for these tokens, these are the things that we think matter for serious investors and asset managers in the digital asset space. And so we think because there's this likeness between what we deliver in equity indices and into this new benchmark for digital assets, we think it'll make sense for the investing public. But Bitcoin's not in here? Bitcoin is not in there because it's really not one of those revenue-generating protocols that we think belongs in this index. It meets all of the criteria, which there are many in order for inclusion in this index."




---

*Generated by Context Pilot Social Intelligence Engine.*