$MSTR Catalyst Posts
July 11, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $MSTR Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
30 source posts analyzed· 2026-07-11T12:49:00+00:00Is there any easier 10x in the market right now than $MSTR ?
· 2026-07-11T14:04:19+00:00MSTR CEO Phong Le admits that he underestimated how much the market valued the company’s dollar reserves. He explains that using the dollar reserves to pay off the convertible debt is what spooked the market and caused STRC to crash.
· 2026-07-11T14:28:10+00:00Why has $STRC been struggling? Strategy has billions in convertible bonds outstanding. These bonds behave differently depending on the share price. When $MSTR trades high, convertible bonds act like equity. Bondholders expect to convert into shares, so the debt effectively
· 2026-07-11T14:38:05+00:00I think we see $MSTR back to $150 and Bitcoin back to $75K in July.
· 2026-07-11T17:00:01+00:00The experts in the $BTC said it would never happen. " $MSTR will never authorize buybacks across the preferred stack. " Never. They just did it. This is what happens when you underestimate a team that has been two steps ahead of the market since 2020. Every time someone says
· 2026-07-11T18:17:13+00:00“The man owns an enormous amount of the supply of an asset that I believe the world is going to acknowledge is a real asset for collateral.” - @jvisserlabs Very few see the opportunity that sits in front of MSTR when BTC is an integral part of the value chain of society. When
· 2026-07-11T15:08:06+00:00HoodETF just got 18 new stocks. The whitelist now spans 34 tokenized stocks — and the ones people kept asking for are finally on-chain: SpaceX. Strategy (MSTR). GameStop. Oracle. Alibaba. → CoreWeave, Nebius, ASML, TSM — the AI-infra stack → IonQ + Rigetti for quantum →
· 2026-07-11T21:25:53+00:00Unsophisticated critics obsess over @Strategy ’s average Bitcoin acquisition price. Averaging them together destroys the information. $MSTR’s ATM sales and Bitcoin purchases are heterogeneous-> each occurred at a different mNAV, equity price, and BTC price. The economics live in
AI visual analysis: The image is a bar chart titled "Bitcoin Holdings by Cost Basis Tier," showing Strategy's (MSTR) Bitcoin holdings broken down by acquisition price ranges—from $0-$20K up to $100K+—with the largest cluster being 305,082 BTC acquired at $80K-$100K (~$28B cost basis). It illustrates that the post's argument about heterogeneous acquisitions is correct: MSTR's holdings vary dramatically in cost basis, creating $7.5B in unrealized gains on lower-tier buys but $7.6B in unrealized losses (with $2.2B tax benefit) on the $80K-$100K tier alone, assuming an $80K BTC sale price.
· 2026-07-11T22:06:57+00:00$STRK is the most undervalued $MSTR pref.
AI visual analysis: The image shows a stock chart for Strategy Inc's (formerly MicroStrategy) 8.00% Series A Perpetual Strike Preferred Stock (ticker: STRK), priced at $60.95, down $67.04 (52.38%) over the past year. The steep decline depicted in the chart illustrates the post's claim that STRK is currently a deeply undervalued preferred stock offering exposure to MicroStrategy.
· 2026-07-11T11:22:19+00:00Loading up heavily on $MSTR when mNAV is ~1 or below 1 seems like the most obvious trade. Am I crazy?
AI visual analysis: This image displays Bitcoin (BTC) price as $64,119 and its mNAV (market net asset value) as 1.01. The accompanying post questions if loading up on $MSTR when mNAV is at or below 1 is an obvious trade.
· 2026-07-11T20:31:02+00:00$MSTR is undervalued at 1x mNAV. It’s true that things aren’t looking great right now but once Bitcoin recovers, $STRC will recover as well. So, Strategy will have the ability to accumulate more Bitcoin. Don’t be fooled into believing Saylor will not figure this one out.
· 2026-07-11T15:39:21+00:00Performance since July 2022: $MSTR 371% BTC 209% Buying the MSTR dip during the last bear market outperformed buying the BTC dip.
· 2026-07-11T06:43:00.647000+00:00MSTR vs IBIT vs BITX
· 2026-07-11T18:31:48+00:00Retweeting Saylor until I get a like day 14. We’ll get there. All in $MSTR .
· 2026-07-11T17:49:33+00:00$MSTR Interesting to see Saylor not shy away from taking a position on a topic that’s becoming increasingly divisive. As someone who looks at Bitcoin through the lens of an equity investor, debates like this have only made me appreciate the simplicity of Bitcoin even more. The
AI visual analysis: A close-up photograph shows the word "Strategy" displayed in white text on a black background. This is the rebranded name of MicroStrategy ($MSTR), the business intelligence company led by Bitcoin advocate Michael Saylor, whose name is referenced in the accompanying post.
· 2026-07-11T11:01:24.391000+00:00MSTR Daily Discussion Thread - July 11, 2026
· 2026-07-11T05:28:44+00:00I remember when you liked MSTR at the highs (over companies like CIFR) so this is definitely an improvement
· 2026-07-11T01:03:29+00:00$MSTR “The market does need Bitcoin treasury companies.” — @phongle I think it’s worth zooming out for a moment. People often talk about @Strategy as though it’s here to dictate the direction of Bitcoin. It isn’t. I don’t think I’ve seen it explained more simply than
AI visual analysis: A professional portrait of a smiling middle-aged man in a dark suit, light blue shirt, and orange tie with a "B" lapel pin.
· 2026-07-11T13:12:04+00:00Awesome Conversation about $BTC $MSTR and so much more with @ForrestHODL
· 2026-07-11T00:51:03+00:00STRATEGY $MSTR PREFERRED STOCK $STRC LISTED ON BINANCE, GIVING 300M+ USERS ACCESS TO BITCOIN-BACKED DIGITAL CREDIT $BTC
· 2026-07-11T17:30:00+00:00BREAKING: MSTR CEO Phong Le says he underestimated how highly the market valued the company’s dollar reserves. He added that using those reserves to repay convertible debt unsettled investors and contributed to STRC’s sharp decline.
· 2026-07-11T11:15:51.203025+00:00Strategy Is Selling Bitcoin Again: Bearish Warning or Bullish Opportunity? The world’s largest corporate holder of bitcoin raised some eyebrows last Monday when it announced its second BTC sale in the past couple of months. However, this one was significantly larger
· 2026-07-11T20:43:56+00:00Así cerró la semana el Top 5 de tesoreras #Bitcoin Cierres y #mNAV en vivo → satsintel.io/directorio Strategy $MSTR - $94,64 (+0,80%) #Metaplanet - $1,53 (+4,20%) Twenty One $XXI - $5,27 (+0,96%) Galaxy $GLXY - $24,88 (−0,88%) $MARA - $12,60 (−4,69%) Entre
AI visual analysis: A dark-themed financial dashboard from Satstntel titled 'CIERRE DE MERCADO - TESORERAS BITCOIN' showing 'Cómo cerró el Top 5' on July 11, 2026, with stock data for MSTR Strategy (closing at $94.64), Twenty One ($5.27), Metaplanet ($1.53), MARA Holdings ($12.60), and Galaxy Digital ($24.88).
· 2026-07-11T10:33:55.809000+00:00Strategy Says It Might Sell Up to $1.25 Billion in Bitcoin. So Is MSTR a Buy, Sell, or Hold Right Now? Suggested for you
· 2026-07-11T05:01:40+00:00Bitcoin bitcoin:native is recovering Holding the line at $64,000 It'll break $70,000 next week. $MSTR will probably climb to $130
AI visual analysis: A trading chart from BYBT (now CoinGlass) displaying a 2-hour candlestick price action with a high of 64,670.3 and a current price of 64,087.1, up 4,131.96 USD.
· 2026-07-11T01:05:27+00:00Incredible being able to buy $MSTR at discount in 2026
· 2026-07-11T06:49:37+00:00I think I interpreted his "Sell stock, buy Bitcoin" as him saying investing in equities instead of holding Bitcoin is conceptually misguided. But this talk was illuminating. Maybe it is just that we disagree about whether MSTR’s expected Bitcoin-denominated return adequately
· 2026-07-11T14:40:32+00:00Banger. I want all debt gone as quickly as possible.
· 2026-07-11T09:14:47+00:00Love this beyond MicroStrategy play
· 2026-07-11T13:55:19.936623+00:00Bitcoin's $60K-$70K Range Becomes Historic: Why Consolidation Is Now the Main BTC Story Bitcoin has spent months pinging between roughly 60k and 70k. It’s not just a vibe anymore. It’s history in the making. In this piece, we’ll unpack why the range has stuck, what on-chain and