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$MSTR Catalyst Posts

August 13, 2026

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

💬 Curated Viral Posts & Community Evidence

73 source posts analyzed
Zynx @ZynxBTC · 2026-08-13T16:32:54+00:00

Unfortunately some bad news. MSCI appear intent on removing $MSTR from their indexes. Strategy is specifically named in their own consultation document. The August consultation proposes screening out non-operating companies from the Global Investable Market Indexes. First a

A slide titled 'ACWI IMI™ Impact of the Methodology Proposal' shows that applying a proposed screen would result in three deletions: Strategy (USA), Yellow Cake PLC (United Kingdom), and Metaplanet (Japan), and three additions to a watchlist: Center Laboratories (Taiwan), Lydia Holding (Turkey), and Sharplink (USA).

AI visual analysis: A slide titled 'ACWI IMI™ Impact of the Methodology Proposal' shows that applying a proposed screen would result in three deletions: Strategy (USA), Yellow Cake PLC (United Kingdom), and Metaplanet (Japan), and three additions to a watchlist: Center Laboratories (Taiwan), Lydia Holding (Turkey), and Sharplink (USA).

Bitcoin Archive @BitcoinArchive · 2026-08-13T20:39:04+00:00

BREAKING: $12T Vanguard INCREASES its position in Michael Saylor's Strategy to $3.16B Total: 32.58M $MSTR shares, +13% vs. Q1.

The Vanguard logo featuring a detailed black sailing ship above the bold red "Vanguard" wordmark with a registered trademark symbol, accompanying news that Vanguard has increased its holdings in MicroStrategy ($MSTR) to 32.58 million shares worth $3.16 billion.

AI visual analysis: The Vanguard logo featuring a detailed black sailing ship above the bold red "Vanguard" wordmark with a registered trademark symbol, accompanying news that Vanguard has increased its holdings in MicroStrategy ($MSTR) to 32.58 million shares worth $3.16 billion.

allincrypto 熬鹰资本 @thankUcrypto · 2026-08-13T16:41:01+00:00

Doubled in one day. Empty MSTR should be able to yield big results. The big pie that's empty in the crypto circle is fluctuating too.

A mobile trading app screenshot showing a Longbridge account with $20,404.00 total assets and a +$6,343.00 daily gain, featuring a heavily weighted MSTR Put position (+25%) alongside an SPCX Put (+17.56%), illustrating the trader's successful overnight surge in put options.

AI visual analysis: A mobile trading app screenshot showing a Longbridge account with $20,404.00 total assets and a +$6,343.00 daily gain, featuring a heavily weighted MSTR Put position (+25%) alongside an SPCX Put (+17.56%), illustrating the trader's successful overnight surge in put options.

Whale Insider @WhaleInsider · 2026-08-13T02:49:21+00:00

JUST IN: Swiss National Bank discloses 736,300 share stake in Strategy valued at $72.4 million $MSTR.

The image shows the facade of the Schweizerische Nationalbank (Swiss National Bank) building in Bern, Switzerland, topped with the Swiss flag. The post relates as it announces the SNB's significant $72.4 million stake disclosure in MicroStrategy ($MSTR).

AI visual analysis: The image shows the facade of the Schweizerische Nationalbank (Swiss National Bank) building in Bern, Switzerland, topped with the Swiss flag. The post relates as it announces the SNB's significant $72.4 million stake disclosure in MicroStrategy ($MSTR).

AB Kuai.Dong @_FORAB · 2026-08-13T13:46:49+00:00

Saturn, which previously received investment from YZi Labs, has just been announced as an investment by Ondo. With the recent shift in Bitcoin MicroStrategy's strategy—from a past focus on hoarding coins to prioritizing the rights and interest payments of preferred

The image is a promotional graphic with the headline "Structured Finance on Digital Credit" and the tagline "Powered by Bitcoin," featuring logos for DLE, Galaxy, and another brand at the bottom, which relates to the post by visually framing the concept of bitcoin-backed structured finance products like those offered by Saturn through its investment in Strategy's preferred shares.

AI visual analysis: The image is a promotional graphic with the headline "Structured Finance on Digital Credit" and the tagline "Powered by Bitcoin," featuring logos for DLE, Galaxy, and another brand at the bottom, which relates to the post by visually framing the concept of bitcoin-backed structured finance products like those offered by Saturn through its investment in Strategy's preferred shares.

Adam Livingston @AdamBLiv · 2026-08-13T21:40:42+00:00

STRATEGY VS. MSCI - $MSTR UNDER ATTACK! MSCI is considering a rule that could remove Strategy from major global indexes! I break down the consultation, what happened last time MSCI tried this, MSTR’s actual index weighting, the selloff estimate, and what exclusion could do.

Bitcoin News @BitcoinNewsCom · 2026-08-13T17:14:50+00:00

MSCI PROPOSES RULES THAT WOULD REMOVE STRATEGY FROM ITS INDEXES MSCI has proposed new rules targeting “non-operating companies” that, based on its May 2026 simulation, would result in $MSTR being removed from its Global Investable Market Indexes. Strategy is specifically named

The image, titled "ACWI IMI™ Impact of the Methodology Proposal," shows that applying MSCI's proposed screen to the MSCI ACWI IMI Index as of May 2026 would result in three deletions—Strategy (USA), Yellow Cake PLC (UK), and Metaplanet (Japan)—with three additional companies (Center Laboratories, Lydia Holding, and Sharplink) placed on a new public watchlist, directly supporting the post's claim that Strategy would be removed from MSCI's Global Investable Market Indexes.

AI visual analysis: The image, titled "ACWI IMI™ Impact of the Methodology Proposal," shows that applying MSCI's proposed screen to the MSCI ACWI IMI Index as of May 2026 would result in three deletions—Strategy (USA), Yellow Cake PLC (UK), and Metaplanet (Japan)—with three additional companies (Center Laboratories, Lydia Holding, and Sharplink) placed on a new public watchlist, directly supporting the post's claim that Strategy would be removed from MSCI's Global Investable Market Indexes.

The Bitcoin Historian @pete_rizzo_ · 2026-08-13T23:32:00+00:00

BREAKING: WORLD'S LARGEST SOVEREIGN WEALTH FUND JUST INCREASED ITS #BITCOIN EXPOSURE BY 13% VIA $MSTR NORWAY IS NOW ALLOCATING TO BTC ONE OF THE RICHEST OIL COUNTRIES IN THE WORLD

The Bitcoin logo (a stylized 'B' with two vertical strokes) displayed in cream color against a bright orange gradient background.

AI visual analysis: The Bitcoin logo (a stylized 'B' with two vertical strokes) displayed in cream color against a bright orange gradient background.

That Martini Guy ₿ @MartiniGuyYT · 2026-08-13T23:00:00+00:00

Vanguard has increased its stake in Strategy to approximately $3.16 billion The asset manager now owns 32.58 million MSTR shares, representing a 13% increase from the previous quarter

The image shows the Vanguard logo in red text with a registered trademark symbol on a white background. It relates to the post by displaying the asset manager's branding alongside news of their increased stake in Strategy (MSTR).

AI visual analysis: The image shows the Vanguard logo in red text with a registered trademark symbol on a white background. It relates to the post by displaying the asset manager's branding alongside news of their increased stake in Strategy (MSTR).

MarylandHODL (aka The Transition) @MarylandHODL21 · 2026-08-13T16:24:12+00:00

MSTR will ultimately become the New FED

Vince (HodlFlorida) @HodlFlorida · 2026-08-13T02:44:14+00:00

Hey $MSTR people! How many shares do I need to retire? Just curious what your thoughts are on the potential for the stock. Be realistic. Not a moon boy.

Curry_TW @KotlinerBTC · 2026-08-13T12:04:44+00:00

$MSTR Help! MicroStrategy's volatility spread has actually plunged into deeply negative territory. For the volatility spread to drop to this level, it's naturally because a lot of money is betting on the upside, actively chasing call options. Logically, shouldn't this mean it's

The image displays a chart titled "Historical Skew Slope Trend (Nearest 2 Weekly Expirations Avg)" tracking $MSTR (MicroStrategy) from August 2024 to August 2026, with the mean skew slope (orange line) currently sitting in negative territory around -$25 while the underlying close (gray dashed line) has declined to approximately $100. The negative skew slope visually confirms the post's observation that MicroStrategy's volatility spread has plunged deeply negative, indicating heavy call option buying pressure as investors chase upside exposure despite the stock's significant price decline.

AI visual analysis: The image displays a chart titled "Historical Skew Slope Trend (Nearest 2 Weekly Expirations Avg)" tracking $MSTR (MicroStrategy) from August 2024 to August 2026, with the mean skew slope (orange line) currently sitting in negative territory around -$25 while the underlying close (gray dashed line) has declined to approximately $100. The negative skew slope visually confirms the post's observation that MicroStrategy's volatility spread has plunged deeply negative, indicating heavy call option buying pressure as investors chase upside exposure despite the stock's significant price decline.

True North @TNorth · 2026-08-13T17:00:01+00:00

MSCI created new categories to exclude $BTC treasury companies from indexes. The denominator in every exclusion screen is total assets. The more assets you have the more likely you get excluded. They are literally penalizing companies for being successful. $MSTR has $50

Trending Bitcoin @TrendingBitcoin · 2026-08-13T11:28:00+00:00

MICHAEL SAYLOR SAID STRATEGY $MSTR WILL “PROBABLY BUY ALL THE BITCOIN MINED BETWEEN NOW AND 2140.” THIS IS ABSOLUTELY WILD

A professional headshot portrait of a middle-aged man with gray hair and a gray beard, wearing a dark suit, light blue shirt, and an orange tie against a dark background.

AI visual analysis: A professional headshot portrait of a middle-aged man with gray hair and a gray beard, wearing a dark suit, light blue shirt, and an orange tie against a dark background.

Zaid @zaidlikesmstr · 2026-08-13T00:43:24+00:00

$MSTR The USD Reserve should be sitting at 5 Billion within a short period of time. @Strategy is strengthening $STRC to the point where its appeal is becoming undeniable. The company simply will not rest until its flagship product has penetrated across different segments of

A dark, intense portrait of a bearded man with glowing orange eyes features the text "THE EFC CONCLUSION STRC" overlaid on his face, evoking a dramatic conclusion for the STRC product. The striking visual parallels the post's message about Strategy ($MSTR) strengthening its STRC offering and pushing for broader market penetration.

AI visual analysis: A dark, intense portrait of a bearded man with glowing orange eyes features the text "THE EFC CONCLUSION STRC" overlaid on his face, evoking a dramatic conclusion for the STRC product. The striking visual parallels the post's message about Strategy ($MSTR) strengthening its STRC offering and pushing for broader market penetration.

Robin Seyr @RobinSeyr · 2026-08-13T18:17:08+00:00

Strategy ($MSTR) Has Never Been Stronger! (And this in a bear market) -> BTC Reserve: 840,447 BTC resulting in 33.4 Years dividend coverage -> USD Reserve: 4.65B resulting in 2.7 Years dividend coverage -> On track to buy the most BTC ever in company history -> They proved they

Strategy.com dashboard displaying Bitcoin (BTC) metrics including a price of $840,447, market cap of $37,382M, and 1Y return of (76.0%).

AI visual analysis: Strategy.com dashboard displaying Bitcoin (BTC) metrics including a price of $840,447, market cap of $37,382M, and 1Y return of (76.0%).

Ron Sovereignty Swanson @RonSwanonson · 2026-08-13T21:54:46+00:00

I’ve heard countless people tell us that $MSTR is a scam and I have yet to hear one argument that makes it a “scam” This literally reminds me of everyone telling me that Tesla was a scam in 2018 and that electric vehicles will never be popular and that “Elon isn’t even a real

AutisticHODL @AutisticHODL · 2026-08-13T15:21:23+00:00

MSTR is a fiat trade for me only. Not a long term hold. BTC goes up 5x this bull market and MSTR gets an mNav of 2. That 10x my fiat bag. That's my entire thesis and it's very degenerate of me.

The ₿itcoin Knight @TheBTCKnight · 2026-08-13T16:00:00+00:00

One of these days $STRC will be back at par. $MSTR will be in a new ATH. And @saylor will be a genius again. Just wait.

Flying Raven @OffshoreHODL · 2026-08-13T19:47:00+00:00

Strategy $MSTR has lost a cumulative $13 billion on Bitcoin. And yet, the stock is up 700% since they started buying. What do you think happens once Bitcoin recovers?

Bar chart titled 'Bitcoin Holdings by Cost Basis Tier' from Strategy, showing bitcoin holdings at different cost basis levels assuming a $60K BTC sale price, with totals of $18.5B Unrealized Loss and $5.4B Tax Benefit.

AI visual analysis: Bar chart titled 'Bitcoin Holdings by Cost Basis Tier' from Strategy, showing bitcoin holdings at different cost basis levels assuming a $60K BTC sale price, with totals of $18.5B Unrealized Loss and $5.4B Tax Benefit.

Jason Huang @Jhy256 · 2026-08-13T01:56:34+00:00

If you believe $BTC has bottomed out, then $MSTR is actually quite cheap right now. Here is why: 1. Valuation multiples: a. The market value of their Bitcoin holdings relative to the company's market cap is about 0.7x. b. If you look at it from an EV perspective, the

Apuan-investor @reddit · 2026-08-13T06:53:21.663000+00:00

Hi, what is the main reason you bought MSTR?

Julian Liniger @julian_liniger · 2026-08-13T19:22:17+00:00

As a Swiss I need to put this straight. UBS bought Bitcoin? No. UBS reports $90m IBIT and $788m MSTR exposure? Yes. But this is a 13F filing, which includes client money UBS manages. Also, against UBS’s $786b reported 13F portfolio, that’s peanuts!

The image displays the UBS logo, featuring three crossed black keys next to the red "UBS" lettering. It visually anchors the post's clarification that UBS's reported $90M IBIT and $788M MSTR holdings represent only client assets under management, not direct Bitcoin purchases by the bank itself—a negligible fraction of its $786B portfolio.

AI visual analysis: The image displays the UBS logo, featuring three crossed black keys next to the red "UBS" lettering. It visually anchors the post's clarification that UBS's reported $90M IBIT and $788M MSTR holdings represent only client assets under management, not direct Bitcoin purchases by the bank itself—a negligible fraction of its $786B portfolio.

Robin Seyr @RobinSeyr · 2026-08-13T20:23:42+00:00

Yesss, I strongly believe $MSTR is the most misunderstood stock ever:

Snorlax @PlutonicXBT · 2026-08-13T15:34:53+00:00

Last 2 months of price action on Mstr and many altcoins look closer to the low vol chop before giga-capitulation rather than accumulation

yoonseok @koreaOnchain · 2026-08-13T05:12:15+00:00

In this coin downturn, you mustn't fail to realize it yet. "Since institutions bought it, I'll follow suit and buy too" This isn't a strategy that guarantees profits. Just look at Bitmain or $MSTR, and the answer's clear. Institutions get stuck buying at the top too.

True North Clips @Truenorthclips · 2026-08-13T17:00:00+00:00

Back in the day there were rumors the gas industry was shorting $TSLA . Delaying EVs was worth tens of billions to them. So who has a financial incentive to delay $MSTR ? Who gets disrupted if $BTC treasury companies succeed? Have you heard of this company called $JPM ? The

AA @AAStack · 2026-08-13T18:00:33+00:00

Q2 13F data is in, the quarter $MSTR broke below NAV. Institutions didn’t bail. Net flow stayed positive: ~$180M added. The stock hit peak doubtc trading below the value of its own Bitcoin and big holders still didn’t sell. Who added: • Amundi: up ~148% • State Street: +506K

The Strategy Bitcoin logo displayed in bold black text on a solid orange background, with the 'B' stylized as the Bitcoin symbol.

AI visual analysis: The Strategy Bitcoin logo displayed in bold black text on a solid orange background, with the 'B' stylized as the Bitcoin symbol.

Bitcoin Asset Research @stonychambers · 2026-08-13T21:36:25+00:00

"We now are the central bank of Bitcoin" Strategy was quiet about this before, it is loud about this today This fact, in my view, is the single most important long term investment thesis for $MSTR and $STRK

TFTC @TFTC21 · 2026-08-13T17:52:54+00:00

MSCI has proposed new index rules that would screen out "non-operating companies" from its Global Investable Market Indexes. Strategy ($MSTR) is one of only three companies that would be deleted under a May 2026 simulation, alongside Metaplanet and Yellow Cake. The proposed

The image displays an MSCI slide titled "ACWI IMI™ Impact of the Methodology Proposal," showing that applying the proposed "non-operating company" screen would result in three deletions—Strategy ($MSTR, USA, $23,931M), Yellow Cake PLC (UK, $1,807M), and Metaplanet (Japan, $654M)—and three additional watchlist additions: Center Laboratories (Taiwan), Lydia Holding (Turkey), and Sharplink (USA). The slide directly supports the post's claim that Strategy, Metaplanet, and Yellow Cake are the only three companies slated for deletion under the May 2026 simulation of MSCI's proposed index methodology.

AI visual analysis: The image displays an MSCI slide titled "ACWI IMI™ Impact of the Methodology Proposal," showing that applying the proposed "non-operating company" screen would result in three deletions—Strategy ($MSTR, USA, $23,931M), Yellow Cake PLC (UK, $1,807M), and Metaplanet (Japan, $654M)—and three additional watchlist additions: Center Laboratories (Taiwan), Lydia Holding (Turkey), and Sharplink (USA). The slide directly supports the post's claim that Strategy, Metaplanet, and Yellow Cake are the only three companies slated for deletion under the May 2026 simulation of MSCI's proposed index methodology.

Bitcoin Hopium @BitcoinHopium · 2026-08-13T12:32:19+00:00

#BREAKING BOOOOM MICHAEL SAYLOR JUST DROPPED A BOMB! HE PLANS TO BUY ALL THE BITCOIN MINED UNTIL 2140 WITH $MSTR ! THIS IS A POWER MOVE . Saylor's commitment signals massive bullish sentiment, and it reinforces Bitcoin's value against traditional market jitters. WE ARE

A professional headshot of a middle-aged man with gray hair and a beard, wearing a dark suit, white shirt, and bright orange tie against a dark gray background.

AI visual analysis: A professional headshot of a middle-aged man with gray hair and a beard, wearing a dark suit, white shirt, and bright orange tie against a dark gray background.

Zaid @zaidlikesmstr · 2026-08-13T17:01:14+00:00

$MSTR Don’t let the price action over the past year distract you from the scale @Strategy has reached. A stock down 80%+ from its highs now sits at $4.65B in cash. That’s more than 3.5x the company’s entire market cap just six years ago. Expect that number to reach $5B real

The image features a bold black "Strategy" logo with a Bitcoin symbol replacing the period, set against a swirling orange silk-like background. This represents the rebranded MicroStrategy ($MSTR) and visually reinforces the post's message about the company's massive $4.65B cash position relative to its diminished stock price.

AI visual analysis: The image features a bold black "Strategy" logo with a Bitcoin symbol replacing the period, set against a swirling orange silk-like background. This represents the rebranded MicroStrategy ($MSTR) and visually reinforces the post's message about the company's massive $4.65B cash position relative to its diminished stock price.

AutoModerator @reddit · 2026-08-13T11:01:43.988000+00:00

MSTR Daily Discussion Thread - August 13, 2026

FinancialFreedom @FinFreedom414 · 2026-08-13T18:03:15+00:00

$SATA is at $99.60. Just 40 cents from par. $STRC is at $95.85. $4.15 from par. I hold both $MSTR and $ASST .

JJChagerben @JJChagerben357 · 2026-08-13T00:47:12+00:00

THE SWISS CENTRAL BANK HAS JUST REVEALED A $64 MILLION EXPOSURE IN BITCOIN THROUGH $MSTR .

Yves-André Graf @GrafYves · 2026-08-13T20:10:02+00:00

The more you study Strategy $MSTR , the harder it becomes to see it as simply a "Bitcoin treasury company." Bitcoin is the foundation. But on top of it, Strategy is building an entirely new capital structure: digital credit $STRC , active balance-sheet management, and

yoonseok @koreaOnchain · 2026-08-13T11:33:05+00:00

At that time, my faith in Luna was almost like that of a fanatic, but if a second Luna were to emerge, would people remember $LUNA? It seems like a means to fleece the small investors' money keeps appearing, just by changing the form. That wouldn't be $MSTR, right? Nah, no way

A candlestick chart shows Luna/TetherUS (LUNA/USDT) collapsing from ~$100 to $0.01918 (-99.97%), illustrating the catastrophic May 2022 death spiral referenced in the post, which warns against investor faith in similarly hyped assets.

AI visual analysis: A candlestick chart shows Luna/TetherUS (LUNA/USDT) collapsing from ~$100 to $0.01918 (-99.97%), illustrating the catastrophic May 2022 death spiral referenced in the post, which warns against investor faith in similarly hyped assets.

Andrew Throuvalas @AThrouvalas · 2026-08-13T14:04:44+00:00

Feels like I'm losing my mind on BTC and $MSTR . I have people replying to me every day, calling me "retarded" and "delusional" for saying BTC is going back to 90k. Yes, $90,000. You are trading against people who have never experienced a Bitcoin cycle. For whom history does

Pedro @StrategyPedro · 2026-08-13T17:15:46+00:00

Both STRC and STRF above MSTR. I doubt we’ll ever see this again once we enter a bull market or when STRC fully recovers.

The image displays a financial watchlist showing BTCUSD at $63,071 (-0.53%), while all three Strategy Inc. securities (MSTR at $94.93, STRC at $95.86, and STRF at $96.22) are trading higher than MSTR's share price, illustrating the rare occurrence mentioned in the post where STRC and STRF are priced above MSTR — an unusual situation likely tied to STRC's depressed status from its variable-rate structure that may not persist once a bull market returns or STRC fully recovers.

AI visual analysis: The image displays a financial watchlist showing BTCUSD at $63,071 (-0.53%), while all three Strategy Inc. securities (MSTR at $94.93, STRC at $95.86, and STRF at $96.22) are trading higher than MSTR's share price, illustrating the rare occurrence mentioned in the post where STRC and STRF are priced above MSTR — an unusual situation likely tied to STRC's depressed status from its variable-rate structure that may not persist once a bull market returns or STRC fully recovers.

Josh The Trader @joshistrading · 2026-08-13T10:21:16+00:00

$MSTR looks f*cked.

A TradingView monthly candlestick chart for MSTR (MicroStrategy) on NASDAQ showing significant price volatility from 2020 to 2029, with notable peaks around $475 in 2024-2025 followed by declines.

AI visual analysis: A TradingView monthly candlestick chart for MSTR (MicroStrategy) on NASDAQ showing significant price volatility from 2020 to 2029, with notable peaks around $475 in 2024-2025 followed by declines.

Joel Hodlman @JoelHodlman · 2026-08-13T12:06:52+00:00

You can only pick one horse. Which horse retires you the fastest? $BTC $MSTR $ASST

Three jockeys race neck-and-neck on a dirt track, with the central black horse prominently labeled "ASST," flanked by an orange horse marked "BTC" and a gray horse displaying "MSTR," visually representing the crypto-themed race between Bitcoin, MicroStrategy, and ASST as competing "retirement horses."

AI visual analysis: Three jockeys race neck-and-neck on a dirt track, with the central black horse prominently labeled "ASST," flanked by an orange horse marked "BTC" and a gray horse displaying "MSTR," visually representing the crypto-themed race between Bitcoin, MicroStrategy, and ASST as competing "retirement horses."

True North Clips @Truenorthclips · 2026-08-13T19:00:00+00:00

Was the $STRC drawdown a product failure, or a mismatch of expectations? The drawdown ran through digital credit, and STRC specifically. Investors read the cash reserve one way. It went to retire the converts. Strategy's $MSTR credit framework now states it plainly: the USD

Miller Cole @MillerC0le · 2026-08-13T07:11:23+00:00

$MSTR Cash sits at $4.65B. Another just over $2bn or so and the entire convertible stack is fully cash-covered → negative leverage. Bitcoin can go to zero and the senior debt still isn’t underwater. The cash essentially equals out the Converts. This has definitely shifted

The image compares MicroStrategy's ($MSTR) current leverage profile (Aug 2026) with a target scenario: currently holding $4.65B USD reserves against $6.7B convertible debt ($2.05B net debt, +3.8% net leverage, ~$2,400 BTC floor for full coverage), versus a target of $7.0B USD reserves which would flip the company to net cash with -$0.3B net debt and -0.6% leverage, making senior debt fully covered even at $0 BTC.

The visual reinforces the post's thesis that adding roughly $2B more to MicroStrategy's USD reserve would fully cash-cover its convertible stack, shifting the company from positive leverage to negative leverage/net cash—meaning even a Bitcoin price collapse to zero wouldn't put senior debt underwater.

AI visual analysis: The image compares MicroStrategy's ($MSTR) current leverage profile (Aug 2026) with a target scenario: currently holding $4.65B USD reserves against $6.7B convertible debt ($2.05B net debt, +3.8% net leverage, ~$2,400 BTC floor for full coverage), versus a target of $7.0B USD reserves which would flip the company to net cash with -$0.3B net debt and -0.6% leverage, making senior debt fully covered even at $0 BTC. The visual reinforces the post's thesis that adding roughly $2B more to MicroStrategy's USD reserve would fully cash-cover its convertible stack, shifting the company from positive leverage to negative leverage/net cash—meaning even a Bitcoin price collapse to zero wouldn't put senior debt underwater.

K A L E O @CryptoKaleo · 2026-08-13T17:33:27+00:00

also brought up how I think the high momentum plays in the robinhood trenches are the safest hedge e.g. ideal pair trade is short $MSTR , long robinhood trenches leaders

Pedro @StrategyPedro · 2026-08-13T20:16:58+00:00

Reposting Saylor until I get a like day 50. Enjoy these last weeks where MSTR will trade anywhere near $STRC . It’ll be the last time this happens. Remember, $MSTR stands for MonSTeR. All in $MSTR .

The image is the Forbes "Daily Cover" featuring a close-up portrait of Michael Saylor with the headline "The Bitcoin Alchemist" and a subtitle about his MicroStrategy being a blueprint for manipulating traditional finance to harness crypto. It ties directly to the post's enthusiasm for Saylor and $MSTR, presenting him as the central figure of the Bitcoin treasury movement the user is championing.

AI visual analysis: The image is the Forbes "Daily Cover" featuring a close-up portrait of Michael Saylor with the headline "The Bitcoin Alchemist" and a subtitle about his MicroStrategy being a blueprint for manipulating traditional finance to harness crypto. It ties directly to the post's enthusiasm for Saylor and $MSTR, presenting him as the central figure of the Bitcoin treasury movement the user is championing.

Breadman @BTCBreadMan · 2026-08-13T23:13:07+00:00

Feeling cute. Might DCA $30k into MSTR LEAPS instead of Bitcoin this month.

Fiat Archive @fiatarchive · 2026-08-13T06:51:27+00:00

$MSTR hit $197.00 just 94 days ago. Things can change quickly.

JH의메모 @best181p · 2026-08-13T09:48:01+00:00

Isn't it time to rethink that short position on MicroStrategy? A powerful A100 fleet can perform missions from 2020 to 2029. NVIDIA computing is more than just chips. CUDA provides a common platform for developers and NVIDIA engineers, enabling continuous upgrades throughout the

Crypto Aman @cryptoamanclub · 2026-08-13T09:16:33+00:00

77 CRYPTO FIRMS WANT AI ACCESS! Coinbase, Strategy, $MARA , $ARK Invest & others are asking AI labs to give Bitcoin developers early access to advanced models. Goal: Use AI to find & fix vulnerabilities before hackers exploit them. Protecting $1,000,000,000,000 Bitcoin

A collage displaying numerous Bitcoin-related company logos, including Bitcoin Policy Institute, Block, Coinbase, Foundry, Galaxy, Kraken, Ledger, and many others.

AI visual analysis: A collage displaying numerous Bitcoin-related company logos, including Bitcoin Policy Institute, Block, Coinbase, Foundry, Galaxy, Kraken, Ledger, and many others.

EARN @EARNONHOOD · 2026-08-13T12:55:47+00:00

A USER JUST EARNED 30% IN 13 HOURS BY PROVIDING $MSTR LIQUIDITY ON EARN, EQUAL TO 18,000% APR. The user noticed that trading volume for the MSTR stock was spiking while available liquidity remained thin, so they deposited $100 into a tightly concentrated MSTR liquidity position

An EARN promotional graphic showing that an MSTR position generated a 30% yield in 13 hours (18,000% APR) via Uniswap V4 on the Robinhood Chain.

AI visual analysis: An EARN promotional graphic showing that an MSTR position generated a 30% yield in 13 hours (18,000% APR) via Uniswap V4 on the Robinhood Chain.

Hermes Lux @HermesLux · 2026-08-13T11:35:26+00:00

These "Bitcoin treasury companies" have shifted their business model from simply a treasury company to one that produces by moving from Treasury to Operator, Hold to Harvest, Stack to Scale, Reserve to Revenue, Vault to Vehicle, Asset to Engine, and Passive to Productive. The

TraderS | 缺德道人 @Trader_S18 · 2026-08-13T14:22:40+00:00

今晚上PPI数据延续了昨天晚上CPI的放缓趋势,降低了加息预期,所以美股就都反弹了 关注度最高的存储三傻,MRVL,AAOI,PLTR,小火箭RKLB,币圈的CRCL/MSTR,云巨头微软亚马逊甲骨文META都表现的不错 昨天涨的很猛的SPCX开始脱离大部队回踩,目前维持在142附近,只要不破139上涨趋势就还在

A Chinese financial data table showing U.S. July PPI metrics, where headline PPI came in at 5.50% year-over-year (vs. 4.9% expected) but monthly PPI was 0% (below 0.2% forecast), and core PPI monthly rose 0.2% (vs. 0.3% expected), illustrating the cooling inflation trend referenced in the post about reduced rate hike expectations.

AI visual analysis: A Chinese financial data table showing U.S. July PPI metrics, where headline PPI came in at 5.50% year-over-year (vs. 4.9% expected) but monthly PPI was 0% (below 0.2% forecast), and core PPI monthly rose 0.2% (vs. 0.3% expected), illustrating the cooling inflation trend referenced in the post about reduced rate hike expectations.

Aaryan #BIP110 @Aaryouz · 2026-08-13T19:00:53+00:00

What’s the point of holding MSTR stonks seriously The whole bet is that Bitcoin will go up. So why not just hold the Bitcoin There’s no difference between altcoiners and MSTR bros

A stock chart for Strategy Inc Class A (NASDAQ: MSTR) showing a closing price of $94.83 USD, down 1.31% (-1.26), with a 1D intraday graph and stats including a 52-week high of $399.20.

AI visual analysis: A stock chart for Strategy Inc Class A (NASDAQ: MSTR) showing a closing price of $94.83 USD, down 1.31% (-1.26), with a 1D intraday graph and stats including a 52-week high of $399.20.

Bitcoin Archive @BitcoinArchive · 2026-08-13T17:46:36+00:00

building a world class business intelligence company. The dot com bubble inflated valuations beyond crazy, but from the bottom of the dot com crash, $MSTR went from $0.43 to a peak of $22.38 in 2015. That's about +50x increase in the SP.

Fiat Archive @fiatarchive · 2026-08-13T21:01:50+00:00

MSCI just dropped a consultation that could kick Strategy $MSTR and Metaplanet out of the ACWI IMI. Proposed screens for "non-operating companies": Core test on operating assets Fail 4 of 5 financial ratios (cash flow, capital dependence, fair-value intensity, etc.) →

MSCI presentation slide titled 'ACWI IMI™ Impact of the Methodology Proposal' showing 3 deletions (Strategy, Yellow Cake PLC, Metaplanet) and 3 watchlist additions (Center Laboratories, Lydia Holding, Sharplink).

AI visual analysis: MSCI presentation slide titled 'ACWI IMI™ Impact of the Methodology Proposal' showing 3 deletions (Strategy, Yellow Cake PLC, Metaplanet) and 3 watchlist additions (Center Laboratories, Lydia Holding, Sharplink).

Jessica Gonzales @lil_disruptor · 2026-08-13T01:34:24+00:00

The institutions are still stacking Bitcoin exposure. Goldman just bought NEOS and its $1.1B Bitcoin income ETF, while the Swiss National Bank is sitting on $72M of MSTR shares. Even the big banks can’t stay away.

A promotional graphic showing physical Bitcoin tokens with the text 'Goldman Sachs' overlaid in large white serif font.

AI visual analysis: A promotional graphic showing physical Bitcoin tokens with the text 'Goldman Sachs' overlaid in large white serif font.

Chris Millas @ChrisMMillas · 2026-08-13T14:30:00+00:00

My Ultimate Investment Thesis For $MSTR has now been updated following the Q2 earnings call. This was one of the biggest edits to date. A reminder that for the best viewing experience, download on a desktop and and open in Microsoft Word. Salute to everyone who has been

사슴뿔 @Kyuku_Fortress · 2026-08-13T08:47:38+00:00

세일러 덕분에 열정과 진심 덕분에 비트코인의 길에 들어왔지만 요셉님을 비롯한 한국 비트맥시 분들 덕분에 MSTR이라는 길을 선택 하지않게 도움을 주셨습니다!!

Ron Sovereignty Swanson @RonSwanonson · 2026-08-13T18:43:55+00:00

I’m past this for sure. No shame that I have many cold storage wallets of different types, multiple ETFs in both retirement and brokerage who have different custodians, and more MSTR than the avg person for an actual “investment”

Bitcoin Archive @BitcoinArchive · 2026-08-13T17:15:03+00:00

That’s a very specific set of criteria almost certainly aimed at MSTR and Metaplanet.

Blockchain Daily News @blckchaindaily · 2026-08-13T17:15:15+00:00

MSCI PROPOSES RULES THAT WOULD REMOVE STRATEGY, METAPLANET, AND YELLOW $CAKE FROM ITS INDEXES $MSTR $MTPLF

KazBTC @EthanKasner_ · 2026-08-13T01:31:44+00:00

$MSTR and $ASST holding premiums throughout the entire bear should tell you everything you need to know about what’s to come. No one is ready for the bull.

Blockchain Daily News @blckchaindaily · 2026-08-13T02:46:26+00:00

SWISS NATIONAL BANK DISCLOSES 736,300 SHARE STAKE IN STRATEGY VALUED AT $72.4M $MSTR

Tait @taitsgambles · 2026-08-13T23:08:57+00:00

Gotta say I’m thoroughly impressed with how $MSTR has been trading If and when $BTC finds the bottom This will be a great beta trade Current —> ATH $97 —> $540 (5.5x) $64k —> $126k (2x)

A TradingView chart of Strategy Inc (1W, NASDAQ) showing a dramatic price history with current price at 97.10 (+2.39%), a 'Post' label at 97.43, and a highlighted projected target zone of 542.96 USD.

AI visual analysis: A TradingView chart of Strategy Inc (1W, NASDAQ) showing a dramatic price history with current price at 97.10 (+2.39%), a 'Post' label at 97.43, and a highlighted projected target zone of 542.96 USD.

Ron Sovereignty Swanson @RonSwanonson · 2026-08-13T20:10:58+00:00

We already know what happens because when bitcoin went from $60,000-$80,000 this year strategy went from $104-$195 Literally, nothing has changed at all All the haters are just going to crawl right back into their holes

MT @daomintam · 2026-08-13T10:01:42+00:00

Ngân hàng Trung ương Thụy Sĩ đang nắm 736.300 cổ phiếu Strategy (MSTR), trị giá khoảng 72.39 triệu USD. Một ngân hàng trung ương truyền thống vẫn giữ vị thế đáng kể trong cổ phiếu gắn trực tiếp với Bitcoin. Dù thị trường biến động, họ chưa bán ra.

An infographic in Vietnamese titled "NGÂN HÀNG TRUNG ƯƠNG THỤY SĨ NẮM GIỮ Strategy B (MSTR)" featuring the Swiss National Bank building, a Bitcoin, and statistics showing 736,300 shares held valued at $72.39, totaling ~$72,390,000 USD, making it the 20th largest holding.

AI visual analysis: An infographic in Vietnamese titled "NGÂN HÀNG TRUNG ƯƠNG THỤY SĨ NẮM GIỮ Strategy B (MSTR)" featuring the Swiss National Bank building, a Bitcoin, and statistics showing 736,300 shares held valued at $72.39, totaling ~$72,390,000 USD, making it the 20th largest holding.

Robin Seyr @RobinSeyr · 2026-08-13T20:20:30+00:00

MSTR can outperform BTC by 3X in a bull market.

Blockchain Daily News @blckchaindaily · 2026-08-13T20:39:29+00:00

VANGUARD INCREASES STRATEGY STAKE 13% TO 32.58M SHARES VALUED AT $3.16B $MSTR

Lord.JamiΞ.V.Shill @LordJamieVShiLL · 2026-08-13T14:32:52+00:00

$MSTR UP 3% vs Bitcoin We deff selling some corn to build an even more robust digital credit Treasury $STRC to $100

Bit Paine @BitPaine · 2026-08-13T20:55:00+00:00

We will after the next 10:1 $MSTR split

Robin Seyr @RobinSeyr · 2026-08-13T07:17:30+00:00

It highly depends on what you need per year on expenses + I wouldn't count on MSTR to retire you. BTC is the savings & retirement vehicle. MSTR is the rocket that potentially makes your retirement a lot better. Let's talk about it, the next time I'm on your pod!

Richman | Macro & Crypto @Richmanvn · 2026-08-13T04:46:28+00:00

SNB has held $MSTR since 2013 — long before the Bitcoin treasury pivot. This is a tiny passive position (~0.03% of their portfolio) from their routine US equity holdings. They actually trimmed ~30k shares last quarter. Indirect BTC exposure, sure, but they’ve publicly rejected

BitcoinTreasuries.NET @BTCtreasuries · 2026-08-13T16:24:01+00:00

JUST IN: $5 Trillion JP Morgan just disclosed that it bought 60,029 more shares ($5.77 million) of #Bitcoin treasury company Strategy $MSTR . It now holds a total of 624,387 shares ($60 million). 10.5% stake increase by the largest U.S. bank

A man in a dark suit stands with arms crossed in front of a wall bearing the "J.P." logo, appearing to be Jamie Dimon, CEO of JPMorgan.

AI visual analysis: A man in a dark suit stands with arms crossed in front of a wall bearing the "J.P." logo, appearing to be Jamie Dimon, CEO of JPMorgan.