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$MSTR Catalyst Posts

July 28, 2026

Single-day social intelligence recap and verified catalyst posts · ← Back to $MSTR Profile · Market Rankings

💬 Curated Viral Posts & Community Evidence

95 source posts analyzed
Solana @solana · 2026-07-28T13:45:43+00:00

BREAKING: $MSTR from @Strategy is live on Solana via @sunrise , issued by @Backpack Securities

Phong Le @phongle · 2026-07-28T14:01:17+00:00

$MSTR is a boat and the Bitcoin cycle is the ocean. Our capital structure is designed to keep the boat afloat through the ebbing and flowing of the waves.

Phong Le @phongle · 2026-07-28T22:28:56+00:00

Our upgraded mNAV 1) accounts for all securities senior to $MSTR , 2) distinguishes ITM and OTM converts, and 3) establishes a 1.0x threshold for accretive MSTR issuance. Thanks to the institutional and retail investors, analysts, and Bitcoin Treasury Companies for the feedback.

The image compares MicroStrategy's "Old mNAV" (Enterprise Value ÷ BTC Reserve) with the "Updated mNAV" (MSTR Market Price ÷ Net BPS = MSTR FDSO Market Cap ÷ Net Reserve), highlighting that the new formula establishes a static 1.0x accretion threshold for evaluating whether MSTR equity issuance is accretive, addressing feedback on capturing all senior securities and distinguishing in-the-money vs. out-of-the-money converts.

AI visual analysis: The image compares MicroStrategy's "Old mNAV" (Enterprise Value ÷ BTC Reserve) with the "Updated mNAV" (MSTR Market Price ÷ Net BPS = MSTR FDSO Market Cap ÷ Net Reserve), highlighting that the new formula establishes a static 1.0x accretion threshold for evaluating whether MSTR equity issuance is accretive, addressing feedback on capturing all senior securities and distinguishing in-the-money vs. out-of-the-money converts.

Shawn A Searle @ShawnASearle1 · 2026-07-28T14:46:24+00:00

Everyone’s focused on “Saylor might sell $BTC .” He just retired a $100 liability for about $86.50. That’s like paying off a $100 debt by writing a check for $86.50. The more I study $MSTR , the more I realize this is becoming less about buying Bitcoin and more about allocating

Strategy @Strategy · 2026-07-28T22:29:13+00:00

Since adopting a bitcoin standard, $MSTR has delivered 42% ARR, outrunning $BTC (32%), the Mag 7 (23%), and the S&P 500 (14%). More on our Q2 call this Thursday at 5pm ET.

The image is a bar chart titled "MSTR Common Equity is Amplified Bitcoin," showing annualized asset performance since MicroStrategy adopted its bitcoin standard on August 10, 2020. MSTR leads with a 42% annualized return, followed by Bitcoin (32%), the Magnificent 7 (23%), S&P 500 (14%), Gold (12%), Real Estate (8%), Money (3%), and Bonds (-4%), supporting the post's claim that $MSTR has outperformed $BTC, the Mag 7, and the S&P 500 since its bitcoin strategy was implemented.

AI visual analysis: The image is a bar chart titled "MSTR Common Equity is Amplified Bitcoin," showing annualized asset performance since MicroStrategy adopted its bitcoin standard on August 10, 2020. MSTR leads with a 42% annualized return, followed by Bitcoin (32%), the Magnificent 7 (23%), S&P 500 (14%), Gold (12%), Real Estate (8%), Money (3%), and Bonds (-4%), supporting the post's claim that $MSTR has outperformed $BTC, the Mag 7, and the S&P 500 since its bitcoin strategy was implemented.

Cointelegraph @Cointelegraph · 2026-07-28T15:30:47+00:00

UPDATE: Strategy CEO Phong Le says Strategy’s capital structure is designed to keep $MSTR resilient through every phase of the Bitcoin cycle.

The image is a headshot of Phong Le, CEO of Strategy, who is wearing a lapel pin featuring the Bitcoin logo, aligning with the post's discussion of MicroStrategy's ($MSTR) resilience through the Bitcoin cycle.

AI visual analysis: The image is a headshot of Phong Le, CEO of Strategy, who is wearing a lapel pin featuring the Bitcoin logo, aligning with the post's discussion of MicroStrategy's ($MSTR) resilience through the Bitcoin cycle.

Backpack @Backpack · 2026-07-28T13:42:17+00:00

Issued by Backpack Securities, $MSTR is now listed on @Solana with @Sunrise . The world’s largest corporate holder of $BTC reports earnings this Thursday after market close. ▸ Redeemable 1:1 for Strategy shares ▸ Transferable to traditional brokerages ▸ Tradable across Solana

Mark Harvey @thepowerfulHRV · 2026-07-28T17:33:50+00:00

Major update to $MSTR mNAV calculation Old mNAV: 1.04x New mNAV: 1.07x Under the new mNAV framework, the net BTC-per-share accretion threshold remains fixed at 1.00x. So if Strategy runs the common ATM above 1.00x to acquire additional BTC or increase its USD reserve, it is

The image is a slide titled "Updated mNAV Aligns the Accretion Threshold At 1.0x," comparing MicroStrategy's ($MSTR) old and new mNAV formulas. It shows the old mNAV as Enterprise Value divided by BTC Reserve with a dynamic threshold rising above 1.0x, while the updated mNAV uses MSTR Market Price divided by Net BPS ($), equaling MSTR FDSO Market Cap divided by Net Reserve, maintaining a static 1.0x accretion threshold—directly supporting the post's point that the new framework fixes the net BTC-per-share accretion threshold at 1.0x.

AI visual analysis: The image is a slide titled "Updated mNAV Aligns the Accretion Threshold At 1.0x," comparing MicroStrategy's ($MSTR) old and new mNAV formulas. It shows the old mNAV as Enterprise Value divided by BTC Reserve with a dynamic threshold rising above 1.0x, while the updated mNAV uses MSTR Market Price divided by Net BPS ($), equaling MSTR FDSO Market Cap divided by Net Reserve, maintaining a static 1.0x accretion threshold—directly supporting the post's point that the new framework fixes the net BTC-per-share accretion threshold at 1.0x.

Matteo Pellegrini | Club Orange @matteopelleg · 2026-07-28T21:40:38+00:00

Saylor is going scorched-earth against something that has 0% chance of happening Why is that?

Jupiter @JupiterExchange · 2026-07-28T13:45:40+00:00

$MSTR is LIVE on Jupiter Made possible by @sunrise on @solana

Sunrise @sunrise · 2026-07-28T13:41:31+00:00

Sunrise has listed $MSTR on @Solana . Strategy holds more BTC than any other public company. Its Q2 financial report lands this Thursday. Issued by @Backpack Securities, $MSTR brings a tokenized Strategy share onchain, trading across Solana wallets and apps, 24/7.

Fred Krueger #BIP-110 @dotkrueger · 2026-07-28T05:43:52+00:00

The problem now with MSTR is that Saylor will be motivated to sell BTC on the way up and eliminate his STRC prefs. So we have a 20 Billion dollar drag to look forward to. The buying phase is over.

DEGEN NEWS @DegenerateNews · 2026-07-28T14:41:25+00:00

NEW: $MSTR ( @Strategy ) GOES LIVE ON SOLANA VIA @sunrise - ISSUED BY @Backpack SECURITIES

BSCN @BSCNews · 2026-07-28T13:50:35+00:00

Strategy ( @Strategy ) $MSTR is now on @Solana via @sunrise . Issued by @Backpack Securities...

A black silhouette icon of a bell with a circular detail at the top, set against a light gray background, likely representing a notification or alert symbol related to the announcement of Strategy ($MSTR) being available on Solana through Sunrise.

AI visual analysis: A black silhouette icon of a bell with a circular detail at the top, set against a light gray background, likely representing a notification or alert symbol related to the announcement of Strategy ($MSTR) being available on Solana through Sunrise.

Lista DAO @lista_dao · 2026-07-28T09:43:03+00:00

36 tokenized stocks, now usable as collateral on Lista. ETFs: SPY, QQQ AI & chips: NVDA, AVGO, TSM, ARM Mega-cap tech: MSFT, GOOGL, META Crypto: COIN, MSTR, HOOD Borrow against any of them at negative rates, as low as -18%. Our bStock campaign continues for 3 more weeks!

A screenshot of a cryptocurrency lending platform interface showing various collateral and loan assets (like BTCB, SPB, NCKB), LTVs, and borrow rates across different zones, with 'bStocks Zone' currently selected.

AI visual analysis: A screenshot of a cryptocurrency lending platform interface showing various collateral and loan assets (like BTCB, SPB, NCKB), LTVs, and borrow rates across different zones, with 'bStocks Zone' currently selected.

BitcoinTreasuries.NET @BTCtreasuries · 2026-07-28T21:52:00+00:00

JUST IN: Metaplanet's @DylanLeclair said "the market didn't even notice Saylor sold 3,500 #Bitcoin until Strategy $MSTR posted the disclosure." "We'll look back on this as one of the reasons why $STRC trades strongly in the future." No new shares. Dividends still paid.

Adam Livingston @AdamBLiv · 2026-07-28T15:13:25+00:00

THREE PATHS TO $500 $MSTR This is why I am racing to buy more MSTR at these levels, because MSTR to $500 is a 5.25x from here, and a 5.25x is about 17.4 years of an S&P 10% compounded return. I don't want to wait 17.4 years. And there are 3 paths to get there... with

An infographic titled 'THREE PATHS TO $500 MSTR' comparing 'BTC-LED', 'BALANCED', and 'BTC BULLDOZER' strategies, illustrating the contributions of Bitcoin appreciation, CEBE accretion, and mNAV change, credited to @AdamBLiv.

AI visual analysis: An infographic titled 'THREE PATHS TO $500 MSTR' comparing 'BTC-LED', 'BALANCED', and 'BTC BULLDOZER' strategies, illustrating the contributions of Bitcoin appreciation, CEBE accretion, and mNAV change, credited to @AdamBLiv.

MartyParty @martypartymusic · 2026-07-28T18:30:33+00:00

Strategy traders - $MSTR from @Strategy is live on @solana via @sunrise , issued by @Backpack Securities You can trade in and out of $MSTR in milliseconds for literally free in any Solana swap DEX to StableCoin.

The image shows a crypto swap interface displaying a market order to sell 10 MSTR (worth $965) for USDC, receiving 961.975223 USDC (~$961.84) with a 0.33% rate shown, illustrating the quick, low-fee MSTR to USDC swap mentioned in the post about MSTR trading on Solana via Sunrise.

AI visual analysis: The image shows a crypto swap interface displaying a market order to sell 10 MSTR (worth $965) for USDC, receiving 961.975223 USDC (~$961.84) with a 0.33% rate shown, illustrating the quick, low-fee MSTR to USDC swap mentioned in the post about MSTR trading on Solana via Sunrise.

Adam Livingston @AdamBLiv · 2026-07-28T21:17:19+00:00

THE PATH TO $1,000 MSTR MSTR does not need one perfect future. It has three different ways to become a four-figure stock. In this video, I break down the Bitcoin-led, balanced, and full BTC bulldozer paths to $500 and $1,000 MSTR, including preferred issuance, CEBE

Khing Oei @khingoei · 2026-07-28T12:08:34+00:00

A Bitcoin treasury company is a levered holder of a single asset. That makes it a bank, and nobody values a bank on gross assets. $MSTR just confirmed the point: its own dashboard now leads with net book per share.

Adam Livingston @AdamBLiv · 2026-07-28T00:04:44+00:00

You know risk is grotesquely mispriced when public markets let you own $MSTR while Michael Saylor converts equity liquidity into Bitcoin at industrial scale… …and prime-time television has Mark Cuban pretending the urgent capital-allocation question of our age is whether

Solana @solana · 2026-07-28T13:45:44+00:00

Strategy ($MSTR) is the world's first and largest Bitcoin Treasury Company. It accumulates BTC as its primary reserve asset and also provides AI-powered enterprise analytics software. Verify the address on @tokens :

Titan @Titan_Exchange · 2026-07-28T13:59:08+00:00

MSTR is now live on Titan. Trade Strategy stock issued by @Backpack Securities via @sunrise 24/7.

A promotional banner for Titan features the text "Trade MSTR on Titan" alongside the Titan logo, set against a dark background with floating orange tokens branded with the "Strategy" name, visually reinforcing the announcement that Strategy (MSTR) stock is now available for trading on the platform.

AI visual analysis: A promotional banner for Titan features the text "Trade MSTR on Titan" alongside the Titan logo, set against a dark background with floating orange tokens branded with the "Strategy" name, visually reinforcing the announcement that Strategy (MSTR) stock is now available for trading on the platform.

Parker @TheOtherParker_ · 2026-07-28T15:39:04+00:00

Here's the genius thing about the $STRC buyback using $MSTR and/or $BTC proceeds. Both $MSTR and $BTC are FAR more liquid than $STRC , so anyone who decides to do a short push on $STRC needs to figure out a way to also tank $MSTR and $BTC , which requires far more capital.

Grain of Salt @GrainofSaltSF · 2026-07-28T16:26:30+00:00

Strategy will survive the bear and flourish in the bull. Prepare accordingly. $MSTR @Strategy $STRC

Solana @solana · 2026-07-28T13:45:45+00:00

$MSTR is available in your favorite Solana apps @Raydium , @dflow , @Titan_Exchange , @phantom , @JupiterExchange , @fomo , @ArcherExchange_ , @kamino_swap , @mayan and more

Bit Paine @BitPaine · 2026-07-28T00:46:37+00:00

GENIUS strategy for vol-amplified bitcoin: Trading at max euphoria in bull market -> Buy $MSTR -> Get rekt because you bought at the pico euphoria top -> Sell $MSTR at lows. Buy $STRC at $100 -> despite collecting dividends monthly, conclude stock is a failure -> Sell at the

SolanaFloor @SolanaFloor · 2026-07-28T15:12:14+00:00

NEW: Ahead of Strategy’s Q2 earnings this Thursday, @Sunrise has listed tokenized $MSTR on Solana, issued by Backpack Securities.

Bit Paine @BitPaine · 2026-07-28T16:15:20+00:00

$MSTR running the atm to buy back $STRC and outperforming $IBIT on a down day is certainly notable.

A stock/crypto ticker showing IBIT down 1.84% at 36.10, MSTR down 1.18% at 97.49, and STRC up 0.67% at 88.91.

AI visual analysis: A stock/crypto ticker showing IBIT down 1.84% at 36.10, MSTR down 1.18% at 97.49, and STRC up 0.67% at 88.91.

Moby @mobyagent · 2026-07-28T14:26:30+00:00

$MSTR and $INTC are now live on Moby via @solana and @sunrise . Trade 24/7 and manage your position with TP/SL.

A promotional graphic announces that $MSTR (Strategy) and $INTC (Intel) are now tradable on Moby, featuring the Strategy and Intel logos with a "NEW LISTING" badge, aligning with the post's announcement of 24/7 trading availability via Solana and Sunrise.

AI visual analysis: A promotional graphic announces that $MSTR (Strategy) and $INTC (Intel) are now tradable on Moby, featuring the Strategy and Intel logos with a "NEW LISTING" badge, aligning with the post's announcement of 24/7 trading availability via Solana and Sunrise.

Grain of Salt @GrainofSaltSF · 2026-07-28T04:29:23+00:00

Just started a space on $MSTR @Strategy $STRC NOT RECORDING.

Birdeye @birdeye_so · 2026-07-28T14:59:05+00:00

$MSTR is now live on Solana via @sunrise and verified on Birdeye. Issued by @Backpack Securities, the tokenized MicroStrategy stock is fully backed and 1:1 redeemable for the underlying shares, transferable to traditional brokerages, and tradable across both Solana and Nasdaq.

A promotional graphic with a dark background featuring an orange circle logo for "Strategy" with a backpack icon, announcing that MSTR (Strategy - Backpack Securities) is now verified on Birdeye, complete with App Store and Google Play download badges. The image visualizes the announcement of the tokenized MicroStrategy stock being available on Birdeye, with the "NEW" label highlighting its recent launch on the platform.

AI visual analysis: A promotional graphic with a dark background featuring an orange circle logo for "Strategy" with a backpack icon, announcing that MSTR (Strategy - Backpack Securities) is now verified on Birdeye, complete with App Store and Google Play download badges. The image visualizes the announcement of the tokenized MicroStrategy stock being available on Birdeye, with the "NEW" label highlighting its recent launch on the platform.

Tim B @0xTimB1 · 2026-07-28T01:08:50+00:00

I find it absolutely hilarious that each week goes by of people claiming that @Saylor and $MSTR is unwinding and blowing up while the guy is raising half a billion a week still. $550m raised last week while idiots claim you’re blowing up just makes me laugh. $STRC buyback

Falcon Finance @falconfinance · 2026-07-28T13:32:02+00:00

This is probably not widely known, but Ondo + xStocks assets can be used to mint USDf. TSLAon NVDAon COINon MSTRon QBTSon MSTRX SPYx CRCLX NVDAX TSLAX …and more coming, hopefully. RWAs matter more once they’re productive, not just “stocks on chain”.

A 'Select a token' interface showing a search for 'ondo' with results including COINon (Coinbase Ondo Tokenized Stock), QBTSon (D-Wave Quantum Ondo Tokenized Stock), NVDAnon (NVIDIA Ondo Tokenized Stock), MSTRon (MicroStrategy Ondo Tokenized Stock), and TSLAon (Tesla Ondo Tokenized Stock).

AI visual analysis: A 'Select a token' interface showing a search for 'ondo' with results including COINon (Coinbase Ondo Tokenized Stock), QBTSon (D-Wave Quantum Ondo Tokenized Stock), NVDAnon (NVIDIA Ondo Tokenized Stock), MSTRon (MicroStrategy Ondo Tokenized Stock), and TSLAon (Tesla Ondo Tokenized Stock).

FinancialFreedom @FinFreedom414 · 2026-07-28T11:27:15+00:00

I feel like Fred is mad that @saylor is not supporting #BIP-110, so now he's been posting nonsense about $MSTR for the past week. You guys are all too smart to be fighting like teenage girls on the internet. It's weird.

MAD Vincent @MadVincent666 · 2026-07-28T15:00:08+00:00

. @Backpack just listed @saylor $MSTR and this is fockin mad. Alpha: Worlds largest corporate $BTC holder reports earnings Thursday after close. Traditional markets are shut. You can buy on Backpack right now if the print is bullish… then dump it on the boomers and Wall Street

彼得兔 @BTCTW0 · 2026-07-28T02:43:22+00:00

After taking profits on MicroStrategy, COIN, and BTC and ETH long positions on July 21, I got back on board on July 26 and precisely took profits again last night. MSTR gained another 8%, COIN 7%, and BTC ate up over 1,000 points. Both waves of longs were perfectly pocketed!

The image displays four Bitget VIP trading dashboard panels showing profitable long positions with gain percentages: BTCUSDT (+248.48%), COINUSDT (+75.99%), MSTRUSDT (+98.49%), and PLTRUSDT (+97.41%). These results visually reinforce the trader's claim of successfully timing and profiting from multiple crypto and stock long positions, particularly highlighting the substantial gains on MicroStrategy (MSTR), Coinbase (COIN), and Bitcoin (BTC) mentioned in the post.

AI visual analysis: The image displays four Bitget VIP trading dashboard panels showing profitable long positions with gain percentages: BTCUSDT (+248.48%), COINUSDT (+75.99%), MSTRUSDT (+98.49%), and PLTRUSDT (+97.41%). These results visually reinforce the trader's claim of successfully timing and profiting from multiple crypto and stock long positions, particularly highlighting the substantial gains on MicroStrategy (MSTR), Coinbase (COIN), and Bitcoin (BTC) mentioned in the post.

The ₿itcoin Knight @TheBTCKnight · 2026-07-28T19:00:00+00:00

I can’t wait till I can sell $MSTR at $1000 and buy the dip on $BTC in the bear market.

Solana Hub @SolanaHub_ · 2026-07-28T14:12:03+00:00

$MSTR from @Strategy is live on Solana via @sunrise . Issued by @Backpack Securities.

A black background displaying the white 'Strategy B' logo alongside the Solana logo in a teal-to-purple gradient.

AI visual analysis: A black background displaying the white 'Strategy B' logo alongside the Solana logo in a teal-to-purple gradient.

Giovanni Incasa @GiovanniIncasa · 2026-07-28T08:10:46+00:00

I'm willing to sacrifice my $BTC to go short $MSTR for the benefit of the Bitcoin network. You should be thankful.

Zaid @zaidlikesmstr · 2026-07-28T01:53:36+00:00

$MSTR The $STRC inoculation has begun. The market now knows the company has both a framework and significant firepower available. The buyback has been well received by many credible analysts in the community, and I think for good reason. One of the reasons I remained

The word "Strategy" in black text followed by the Bitcoin (₿) symbol, displayed over a swirling orange background.

AI visual analysis: The word "Strategy" in black text followed by the Bitcoin (₿) symbol, displayed over a swirling orange background.

Digi @digiii · 2026-07-28T14:43:00+00:00

$MSTR IS NOW LIVE ON @solana thanks to @sunrise & @Backpack

Jupiter Trade @jupiter_trade · 2026-07-28T14:11:29+00:00

MicroStrategy's $MSTR is now LIVE onchain. MicroStrategy is a business intelligence company that transformed into one of the largest corporate holders of Bitcoin, making its stock a high-beta proxy for BTC exposure. Trade it 24/7 on Jupiter.

Promotional image announcing '$MSTR is LIVE on Jupiter' with the tagline 'Best execution on Solana' alongside an orange Strategy-branded coin.

AI visual analysis: Promotional image announcing '$MSTR is LIVE on Jupiter' with the tagline 'Best execution on Solana' alongside an orange Strategy-branded coin.

mst | Raydium @mst1287 · 2026-07-28T14:11:16+00:00

$MSTR is live on Raydium. Strategy (NASDAQ: MSTR) is the world's largest corporate holder of Bitcoin and a pioneer of the corporate Bitcoin treasury strategy. Now trading 24/7 on Solana via

A purple-themed promotional graphic announcing '$MSTR is Live on Raydium' with logos for Backpack, Drift, and Jupiter, alongside a Strategy coin.

AI visual analysis: A purple-themed promotional graphic announcing '$MSTR is Live on Raydium' with logos for Backpack, Drift, and Jupiter, alongside a Strategy coin.

Joshuwa Roomsburg @Joshuwa · 2026-07-28T14:28:32+00:00

Strategy reaches $SOL rails. $MSTR moves through @sunrise . @Backpack issues it on Solana. Wall Street access starts as a product.

Capital Markets @capitalmarkets · 2026-07-28T13:50:05+00:00

Tokenized @strategy stock ($MSTR) is live on @Solana via @sunrise . Issued by @Backpack Securities.

A dark green gradient background displays text reading "SOLANA | sunrise | Backpack" at the top, with the announcement "$MSTR is live on Solana" prominently centered in white. The image visually reinforces the post's message about the tokenized Strategy ($MSTR) stock launching on the Solana blockchain through Sunrise and issued by Backpack.

AI visual analysis: A dark green gradient background displays text reading "SOLANA | sunrise | Backpack" at the top, with the announcement "$MSTR is live on Solana" prominently centered in white. The image visually reinforces the post's message about the tokenized Strategy ($MSTR) stock launching on the Solana blockchain through Sunrise and issued by Backpack.

Mayan @mayan · 2026-07-28T13:54:02+00:00

$MSTR from @MicroStrategy is available on Mayan. Reachable from any token, any chain, 24/7. The world's first & largest Bitcoin treasury company, now trading on @Solana via @Sunrise .

The image features a coin with "StrategyB" and a Bitcoin symbol, illuminated by spotlights and displaying the text "$MSTR now available on Mayan" at the bottom. This visually represents the announcement that $MSTR tokens from MicroStrategy are now accessible on the Mayan platform.

AI visual analysis: The image features a coin with "StrategyB" and a Bitcoin symbol, illuminated by spotlights and displaying the text "$MSTR now available on Mayan" at the bottom. This visually represents the announcement that $MSTR tokens from MicroStrategy are now accessible on the Mayan platform.

Jupiter Earn @jupiter_earn · 2026-07-28T18:21:03+00:00

$MSTR is now collateral on Offerbook. MicroStrategy is the software company famous for one thing: holding more Bitcoin than any other public company. Its stock is basically a BTC proxy on the market. Now you can borrow USDC against the tokenized MSTR, keep your exposure, no

Promotional graphic announcing that $MSTR (MicroStrategy) is now live on Jupiter's Offerbook, featuring a 3D orange coin with 'Strategy₿' text and trading details for borrowing/leverage.

AI visual analysis: Promotional graphic announcing that $MSTR (MicroStrategy) is now live on Jupiter's Offerbook, featuring a 3D orange coin with 'Strategy₿' text and trading details for borrowing/leverage.

AutoModerator @reddit · 2026-07-28T11:01:47.986000+00:00

MSTR Daily Discussion Thread - July 28, 2026

Grain of Salt @GrainofSaltSF · 2026-07-28T19:23:49+00:00

What is the probability of a 6102 attack on @Strategy $MSTR $STRC in the next 4 years?

RWA Foundation @RWAFoundation_ · 2026-07-28T13:53:31+00:00

$MSTR is now live on @Solana . Strategy's stock has been tokenized via @Sunrise , with issuance handled by @Backpack Securities - bringing another major equity onchain.

A promotional graphic announcing '$MSTR is live on Solana,' explaining that Strategy's stock is now tokenized on the blockchain via Sunrise and issued by Backpack Securities, featuring icons for @Strategy, Solana, @sunrise, and @Backpack.

AI visual analysis: A promotional graphic announcing '$MSTR is live on Solana,' explaining that Strategy's stock is now tokenized on the blockchain via Sunrise and issued by Backpack Securities, featuring icons for @Strategy, Solana, @sunrise, and @Backpack.

Superteam UAE @SuperteamAE · 2026-07-28T17:24:25+00:00

$MSTR ( @Strategy ) is live on @Solana via @Sunrise , issued by @Backpack

Promotional graphic from superteam featuring the text 'MSTR is live on Solana' alongside Solana and Strategy logos.

AI visual analysis: Promotional graphic from superteam featuring the text 'MSTR is live on Solana' alongside Solana and Strategy logos.

SolBrothers_ @reddit · 2026-07-28T13:53:19.722000+00:00

MicroStrategy Tokenized Strategy Shares Launch on Solana via Backpack Securities

sleep-over661 @reddit · 2026-07-28T15:38:55.226000+00:00

Issued by Backpack Securities, $MSTR is now listed on Solana with Sunrise

sleep-over661 @reddit · 2026-07-28T15:19:08.539000+00:00

Issued by Backpack Securities, $MSTR is now listed on Solana with Sunrise

喵喵Coco|Backpack @CryptoPikachu · 2026-07-28T14:46:56+00:00

$MSTR issued by Backpack Securities is now officially live on Solana via Sunrise. As the publicly listed company holding the most bitcoin ($BTC) globally, it will release its earnings report after the U.S. stock market closes this Thursday. ▸ Can be redeemed 1:1 for actual

Fully Noded - Dev @Fonta1n3 · 2026-07-28T01:29:52+00:00

$MSTR days are numbered. It seems like just a matter of time before it suffers the same fate as Enron.

ansi09 @reddit · 2026-07-28T13:51:16.366000+00:00

$MSTR From Strategy Is Live On Solana Via Sunrise, Issued By Backpack Securities Source: https://x.com/solana/status/2082100191768031600 BREAKING: $MSTR from @Strategy is live on Solana via @sunrise, issued by @Backpack Securities Strategy ($MSTR) is the world's first and largest Bitcoin Treasury Company. It accumulates BTC as its primary reserve asset and also provides AI-powered enterprise analytics software. Verify the address on @tokens: https://tokens.xyz/microstrategy?solana=MSTRdWXMeZxdE8osAQy3fA4rvTY5rgummDSMEx6U7Nz $MSTR is available in your favorite Solana apps

Brad Wesley @wesleybrad060 · 2026-07-28T01:57:29+00:00

Undercover footage of a meeting at @Strategy with @saylor , between $STRC , and $MSTR investors.

HMLE @1hmle · 2026-07-28T03:17:58+00:00

$MSTR longs.

Jupiter Trade @jupiter_trade · 2026-07-28T13:51:49+00:00

MicroStrategy's $MSTR is now LIVE onchain. MicroStrategy is a business intelligence company that transformed into one of the largest corporate holders of Bitcoin, making its stock a high-beta proxy for BTC exposure. Trade it 24/7 on Jupiter.

A promotional graphic announces "$MSTR is now tradeable on Jupiter" with "Best execution on Solana," featuring red circular icons with a sunburst symbol.

AI visual analysis: A promotional graphic announces "$MSTR is now tradeable on Jupiter" with "Best execution on Solana," featuring red circular icons with a sunburst symbol.

Chase Palmieri @chasepalmieri · 2026-07-28T20:00:15+00:00

"Strategy is a hedge fund that sits on top of an ETF and trades its own stock" - @RichardByworth of @BYZPartners . Watch the full episode in comments below @Strategy @MicroStrategy $MSTR $STRC @Metaplanet @Strive $ASST

Jupiter Manage @jupiter_manage · 2026-07-28T19:19:18+00:00

Now live on Jupiter, trade $MSTR onchain from the Jupiter Wallet extension.

A promotional graphic with text 'MSTR now onchain' and 'Trade in the Jupiter Wallet Extension', featuring a 3D rendered coin with an 'M' logo against a dark teal to green gradient background, with the Jupiter logo in the corner.

AI visual analysis: A promotional graphic with text 'MSTR now onchain' and 'Trade in the Jupiter Wallet Extension', featuring a 3D rendered coin with an 'M' logo against a dark teal to green gradient background, with the Jupiter logo in the corner.

HawkFi @HawkFi_ · 2026-07-28T14:56:39+00:00

Market make tokenized @Strategy stock ($MSTR) on HawkFi. Issued by @Backpack Securities via @sunrise 24/7 markets.

A promotional banner with a green grid background advertising 'Market make MSTR on HawkFi,' featuring an orange disc with the 'Strategy' logo and the URL 'HawkFi.ag/agents'.

AI visual analysis: A promotional banner with a green grid background advertising 'Market make MSTR on HawkFi,' featuring an orange disc with the 'Strategy' logo and the URL 'HawkFi.ag/agents'.

TD Crypto @tdcryptovn · 2026-07-28T00:20:51+00:00

Announcement from Brother Say Lỏ In the past week, Strategy continued to add $525 million to the reserve fund, bringing the total cash to $3.75 billion. This means the company currently has enough resources to cover dividends and financial obligations for about 2.1 years, even

A screenshot of an X (formerly Twitter) post by Michael Saylor (@saylor) in Vietnamese, announcing that Strategy has increased its USD Reserve by $525 Million.

AI visual analysis: A screenshot of an X (formerly Twitter) post by Michael Saylor (@saylor) in Vietnamese, announcing that Strategy has increased its USD Reserve by $525 Million.

Blockchain Daily News @blckchaindaily · 2026-07-28T19:29:17+00:00

STRATEGY TREASURER SAYS BITCOIN RESERVE COULD COVER ~31 YEARS OF DIVIDENDS $MSTR $BTC

Adam Livingston @AdamBLiv · 2026-07-28T21:18:13+00:00

THE PATH TO $1,000 MSTR

cryptocator @xcryptocator · 2026-07-28T13:44:36+00:00

$MSTR iyi durmuyor

A TradingView chart of Strategy Inc Class A (MSTR) on NASDAQ showing a weekly price history from 2021 with the stock declining 24.17% to $80.03.

AI visual analysis: A TradingView chart of Strategy Inc Class A (MSTR) on NASDAQ showing a weekly price history from 2021 with the stock declining 24.17% to $80.03.

Chase Palmieri @chasepalmieri · 2026-07-28T13:33:52+00:00

@Saylor Got Bad Advice. @Strategy 's Bankers Push Mega Buyback. RE:Bitcoin with @RichardByworth out now! youtu.be/cNbYPDFVUxI $MSTR $STRC @Strive @Metaplanet $SATA $ASST

Mad Lukas @MadLukas86 · 2026-07-28T14:20:07+00:00

$MSTR is now LIVE on Solana! The world’s largest corporate Bitcoin holder just went onchain — issued by @Backpack Securities + @Sunrise . 24/7 trading. 1:1 redeemable. TradFi meets pure Solana speed. This is the real RWA era. Who’s loading the bags first? #Solana #MSTR

₿itcorn @corn_hodl · 2026-07-28T12:48:06+00:00

A lot of the viral posts you see on Bitcoin twitter are rage bait and questions on touchy subjects (ie. BIP-110, $MSTR ) where people flock to argue. This is low-IQ content creating. They may not even care either way on a subject, they just want gullible people to fill up their

Ivan @ivan_nomadz · 2026-07-28T17:36:49+00:00

$MSTR by Strategy is live on @solana • the largest Bitcoin Treasury with 843,775 $BTC • the BTC value sits at $53,5B • average costs per BTC is $75,482 Would you DCA and hold 50% of your company treasury in BTC?

A financial chart from BITCOINTREASURIES.NET displaying BTC vs USD value at ₿843,775, with green and orange lines tracking BTC Holdings and USD Value respectively from 2020 to 2026.

AI visual analysis: A financial chart from BITCOINTREASURIES.NET displaying BTC vs USD value at ₿843,775, with green and orange lines tracking BTC Holdings and USD Value respectively from 2020 to 2026.

Diario฿itcoin @DiarioBitcoin · 2026-07-28T02:20:22+00:00

Strategy pausa compras de Bitcoin por quinta semana La firma reporta una reserva en USD de $3.750 millones. Durante este tiempo, vendió USD $544,5 millones en acciones MSTR. Conserva BTC 843.775, valorados en aproximadamente USD $54.000 millones. La pausa refleja

Spanish-language graphic titled 'Más del 4%' with overlay text: 'Strategy pausa sus compras de Bitcoin por quinta semana y eleva su reserva en USD a $3.750 millones,' showing an illustrated man carrying a jar of cash amid Bitcoin coins and charts labeled 'Liquidez primero.'

AI visual analysis: Spanish-language graphic titled 'Más del 4%' with overlay text: 'Strategy pausa sus compras de Bitcoin por quinta semana y eleva su reserva en USD a $3.750 millones,' showing an illustrated man carrying a jar of cash amid Bitcoin coins and charts labeled 'Liquidez primero.'

Backpack Daily @backpack_daily · 2026-07-28T13:57:00+00:00

$MSTR is not just another stock listing. It sits at the intersection of: Bitcoin treasury strategy public equities Nasdaq liquidity Solana rails 1:1 redeemability A very fitting asset for tokenized markets.

Chris Millas @ChrisMMillas · 2026-07-28T12:00:02+00:00

$MSTR is a phenomenal case study for investors. It is a powerful example of why you should never allow your emotions dictate your assessment of a company or its leadership. There are people who label Michael Saylor as evil, accuse him of being part of the "financial-industrial

Tait @taitsgambles · 2026-07-28T13:03:29+00:00

I like my $MSTR longs here Or long dated calls Whichever you please Their mechanism still works They have the cash they need And they still hold a f ton of bitcoin When $BTC moves back to $100k Bitcoin will push just over 50% For the same move $MSTR would trade 300%

TradingView weekly chart of Strategy Inc (STRC) on NASDAQ showing a price of 98.65, up 7.61%, with various technical levels marked.

AI visual analysis: TradingView weekly chart of Strategy Inc (STRC) on NASDAQ showing a price of 98.65, up 7.61%, with various technical levels marked.

Bitcoin Long @nice_investment · 2026-07-28T23:04:58+00:00

$MSTR > $BTC

A bar chart titled 'MSTR Common Equity is Amplified Bitcoin' shows annualized asset performance since August 10, 2020, with MSTR leading at 42% (total 698%), followed by Bitcoin, Magnificent 7, S&P 500, Gold, Real Estate, Money, and Bonds.

AI visual analysis: A bar chart titled 'MSTR Common Equity is Amplified Bitcoin' shows annualized asset performance since August 10, 2020, with MSTR leading at 42% (total 698%), followed by Bitcoin, Magnificent 7, S&P 500, Gold, Real Estate, Money, and Bonds.

PolarisAspire @PolarisAspire · 2026-07-28T15:21:00+00:00

BackPack adds on-chain stock token $MSTR Solana on-chain token: MSTRdWXMeZxdE8osAQy3fA4rvTY5rgummDSMEx6U7Nz Recently, US stocks have plummeted, and with so many tickets in between now, price discrepancies have actually appeared multiple times, but it's unstable and a bit tricky

Hoàng | In The Game @vmhoangit1408 · 2026-07-28T00:03:45+00:00

Strategy 3 tuần liền không múc thêm đồng BTC nào, chỉ tập trung gom tiền mặt. Tối qua họ vừa huy động thêm $544,5M từ việc bán cổ phiếu MSTR, đẩy tổng quỹ dự trữ USD lên $3,75B. Số tiền này dư sức trả lãi và cổ tức trong 2,1 năm tới. Với họ còn vừa

A split image featuring the Strategy Bitcoin logo on the left and a black-and-white portrait of Michael Saylor next to a color image of another man in glasses and a red tie.

AI visual analysis: A split image featuring the Strategy Bitcoin logo on the left and a black-and-white portrait of Michael Saylor next to a color image of another man in glasses and a red tie.

Backpack @Backpack · 2026-07-28T13:42:18+00:00

Official token address: MSTRdWXMeZxdE8osAQy3fA4rvTY5rgummDSMEx6U7Nz Verify before you trade.

A black and white warning graphic showing a Federal Reserve-like figure holding a banknote and a receipt, with text reading 'This is the end of the thread. Beware of scammers. Verify the official token address before trading.' alongside Wall Street imagery.

AI visual analysis: A black and white warning graphic showing a Federal Reserve-like figure holding a banknote and a receipt, with text reading 'This is the end of the thread. Beware of scammers. Verify the official token address before trading.' alongside Wall Street imagery.

BANDAL @0xBANDAL · 2026-07-28T14:09:13+00:00

Listing TOKENIZED S T O C Ks one by one like this is probably a big part of @Backpack 's S T R A T E G Y $MSTR on FOOOOOCKKKK IT.

Solana Community @SolCommunityy · 2026-07-28T16:30:00+00:00

BREAKING Tokenizing $MSTR from @Strategy onto Solana via Backpack securities and Sunrise means we’re bridging institutional equity directly into a sub-second, ultra-low-fee execution environment!

A small brushed-metal safe with the door open reveals stacks of gold Bitcoin coins inside, illuminated by a warm interior light against a soft gradient background.

AI visual analysis: A small brushed-metal safe with the door open reveals stacks of gold Bitcoin coins inside, illuminated by a warm interior light against a soft gradient background.

Backpack en Español @Backpack_ES · 2026-07-28T13:50:00+00:00

Emitido por Backpack Securities, $MSTR ya cotiza en @Solana con @Sunrise . El mayor holder corporativo de $BTC del mundo presentará sus resultados este jueves tras el cierre del mercado. ▸ Canjeable 1:1 por acciones de Strategy ▸ Transferible a brokerages tradicionales ▸

jaypark @JayPark46248410 · 2026-07-28T16:33:33+00:00

Now you can do bit leverage without liquidation on the exchange. $MSTR On-chain owned stock, 24-hour trading possible, no reason not to do it. on @Backpack

Bit Paine @BitPaine · 2026-07-28T00:45:41+00:00

GENIUS strategy for vol-amplified bitcoin: Trading at max euphoria in bull market -> Buy $MSTR -> Get rekt because you bought at the pico euphoria top -> Sell $MSTR at lows. Buy $STRC at $100 -> despite collecting dividends monthly, conclude stock is a failure -> Sell at the

Infra | Raydium @0xINFRA · 2026-07-28T14:32:38+00:00

Earnings season continues on @solana Trade and LP $MSTR on @Raydium , powered by @Backpack and @sunrise 24/7 capital markets

A promotional graphic reads '$MSTR is Live on Raydium' with logos for Backpack, Raydium, and sunrise, alongside a 3D coin labeled 'Strategy'.

AI visual analysis: A promotional graphic reads '$MSTR is Live on Raydium' with logos for Backpack, Raydium, and sunrise, alongside a 3D coin labeled 'Strategy'.

Chris Millas @ChrisMMillas · 2026-07-28T18:00:00+00:00

At any moment in time: Strategy's USD Reserve determines the minimum lifespan of the company. Strategy's BTC Reserve determines the maximum lifespan of the company. $MSTR

Ron Sovereignty Swanson @RonSwanonson · 2026-07-28T17:15:03+00:00

Feelings tend to get the best of people Can’t imagine how angry people are going to be when MSTR inevitably removes everyone’s faces

仮想通貨まとめNews+経済ニュース情報 @CoinmatomeNews · 2026-07-28T02:19:35+00:00

【 #仮想通貨 #ビットコイン 最新ニュース】 Strategy、MSTR株売却で現金準備金37.5億ドル──BTC購入は5週連続見送り【価格分析】(NADA NEWS) 詳細URL ift.tt/shjJWwC

A Bitcoin logo rendered in orange paint on a weathered, cracked wooden surface.

AI visual analysis: A Bitcoin logo rendered in orange paint on a weathered, cracked wooden surface.

Aman @amansaiofficial · 2026-07-28T04:00:30+00:00

LATEST: Michael Saylor says Strategy will not issue STRC below $100, with buybacks funded through MSTR share sales and, depending on market conditions, #Bitcoin sales.

A portrait photo of a man with grey hair and beard wearing a black patterned blazer over a dark shirt, sitting in an ornate wooden chair with a luxury watch visible on his wrist.

AI visual analysis: A portrait photo of a man with grey hair and beard wearing a black patterned blazer over a dark shirt, sitting in an ornate wooden chair with a luxury watch visible on his wrist.

Grain of Salt @GrainofSaltSF · 2026-07-28T15:25:39+00:00

Great pod. Richard is correct. Sell Bitcoin and buy back stock at low mNAV. Chase -> your point was if you sell MSTR at 1.12x mMNAV it negates 12% of dividend payments is correct. Essentially acquiring Bitcoin while cancelling out the dividend payment. Since Strategy has 114M

An infographic by @GrainofSaltSF showing '259.5 million basic shares formed across three mNAV regimes' for Strategy, illustrating the mNAV recycling loop and the math behind share distribution.

AI visual analysis: An infographic by @GrainofSaltSF showing '259.5 million basic shares formed across three mNAV regimes' for Strategy, illustrating the mNAV recycling loop and the math behind share distribution.

Aka Fish | 鱼 @akafish00 · 2026-07-28T01:14:44+00:00

微策略首次回购 $STRC 2500万美金! 回购资金通过出售 $MSTR和 $BTC 筹集,具体资金来源将视市场情况而定。 在熊市,微策略选择“卖币求生存”。他要确保这套螺旋不能塌,其它的都可以让步,哪怕卖点币

小肝 @mor_xiaogan · 2026-07-28T03:29:10+00:00

最坚定的比特币买家,连续五周没买 截至7月26日当周,Strategy没有买卖BTC,持仓仍为843,775枚。这已经是连续第五周没有增持。 与此同时,公司出售约543万股MSTR,筹得约5.445亿美元,并把美元储备提高至37.5亿美元;公司称可覆盖约2.1年的优先股股息。

A 3D illustration depicting cryptocurrency accumulation, featuring a large gold Bitcoin on a conveyor belt marked "ACQUISITION PAUSED" and "FIVE CONSECUTIVE WEEKS WITHOUT BUYING" with week counters. To the right, a liquid gauge reads "CASH RESERVE BUILDING LIQUIDITY" next to stacks of cash.

AI visual analysis: A 3D illustration depicting cryptocurrency accumulation, featuring a large gold Bitcoin on a conveyor belt marked "ACQUISITION PAUSED" and "FIVE CONSECUTIVE WEEKS WITHOUT BUYING" with week counters. To the right, a liquid gauge reads "CASH RESERVE BUILDING LIQUIDITY" next to stacks of cash.

仮想通貨まとめNews+経済ニュース情報 @CoinmatomeNews · 2026-07-28T05:47:41+00:00

【 #仮想通貨 #クリプト 最新ニュース】 ストラテジー、5週連続ビットコイン追加購入なし。MSTR株売却継続でUSDリザーブ37.5億ドルに 米ナスダック上場のビットコイントレジャリー企業ストラテジー(Strategy)が、7月20日から26日にクラスA普通株式「MST Delivered by…

Ron Sovereignty Swanson @RonSwanonson · 2026-07-28T05:32:59+00:00

Why are $MSTR bull posts always so elegant and rational… and yet bear posts are like 1-2 sentence emo rage?