TSM pumping and NVDA earnings tomorrow. Been emphatically saying this publicly for a year, but the AI infra train won't be stopped and has a lot of room to run. https://t.co/wuwxMgT95u
Tokenized Stocks
Mindshare
Displays the percentage of social media posts mentioning each token in this sector. Higher percentages indicate greater social attention and discussion around that particular cryptocurrency.
I think what you’ve been seeing across crypto is people who have had 80-99.9% of their net worth in crypto for many years making a permanent allocation shift
Reason doesn’t matter but:
-4y cycle
-quantum fears
-President shilled/MSTR cooked
-📈 🔧 ...
2/24/2026 18:27
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⚡️OKX TO LAUNCH $HOOD, $TSLA, $MSTR PERPS
OKX will list stock perpetual contracts for Robinhood (HOOD), Tesla (TSLA), and MicroStrategy (MSTR) with up to 5× leverage.
Trading goes live February 25 at 3:00 PM (UTC +8) on web, mobile, and API. https:...
2/24/2026 10:45
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Whale 0xcd6b deposited 7.35M $USDC into Hyperliquid to long $NVDA and $SNDK stocks.
He now holds 61,951 xyz:NVDA($11.94M) and 2,920 xyz:SNDK($2M) long, with a limit order of 40,778 xyz:NVDA($4.53M) waiting to be filled.
https://t.co/06r7aBmsu6 http...
2/24/2026 10:14
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pnc just became first major us bank offering direct btc trading to private clients. all routing through coinbase prime which already custodies 993k btc and 80% of us etf assets. every bank that follows creates more concentration through one custodian...
2/24/2026 03:56
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Key Events This Week:
1. Markets React to Trump's 15% Global Tariff - Monday
2. February Consumer Confidence data - Tuesday
3. Nvidia, $NVDA, Reports Earnings - Wednesday
4. Initial Jobless Claims data - Thursday
5. January PPI Inflation data - ...
2/22/2026 15:52
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hyperliquid TradFi perps went from 5% to 31.6% of total volume in 30 days. $11b in silver trading in 4 months. wall street operates 30% of the week. hyperliquid runs 24/7 with 50x leverage on TSLA. arthur hayes put $100k bet that HYPE outperforms eve...
2/22/2026 03:44
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$TSLA - Like the stock, love it when it's lower. It's amazing how bearish people get when it bottoms, and how bullish people get when it tops. Long term it's a good stock but a great one for those willing to trade the volatility it brings. https://t....
2/20/2026 21:40
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The MSTR/IBIT ratio going down during the whole second half of 2025 was frontrunning the dump on BTC
Now it's been stable since roughly December, despite BTC having an additional -25% drawdown
Maybe it's also frontrunning the BTC bottom here?
The ...
2/20/2026 10:52
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The Daily Degen - Thursday, February 19th, 2026
Insights, Rumors, Crises, Airdrops, Macro, Videos, + New Projects! + $BTC, $COIN, $POLY, $BASE, and more!
Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a f...
2/19/2026 19:24
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rumor that coinbase is shutting base down
top apps already leaving
zora gone to solana for example
no token coming.... betting odds on a base token in 2026 got smashed
armstrong endlessly dumping coin stock
sinking ship
base sequencer gets turn...
2/17/2026 21:11
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$BTC looks awful.
$MAGS looks toppish.
$SPY bullish parabola is slowing.
$GOLD looks exhausted
$SILVER already dumping.
Property in US / AUS is peaking.
Software stocks collapsing.
NFTs and Memes heading to zero.
AI is emerging.
Energy is thriving.
...
2/17/2026 00:59
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euler grew 940% to $2.13b TVL by letting you borrow stablecoins against tokenized SPY at 4% and earn 12% on the same platform. bug bounty just jumped from $1m to $7.5m. SPYon at $25m TVL is borderline liquidation-viable. this primitive works until it...
2/16/2026 16:30
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Elon Musk says Jeffrey Epstein launched a massive campaign to short Tesla $TSLA after being ghosted.
He was responding to a post suggesting Epstein had aggressively invited him to Little St. James island (and that Musk blocked Epstein at the server ...
2/16/2026 14:28
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Lot of ppl harping on how Saylor is “underwater” but in reality he personally frontran MSTR full porting at $8-9k and then acquired the largest BTC stack in exchange for selling overpriced stock to the dumbest investors in the stock market. Heads he ...
2/16/2026 00:02
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Interesting detail from Friday, $COIN sits in the number 1 spot for top names by net premium.
Have to wonder if a lot of the aggressive positioning is in advance of a favorable market structure bill hearing coming up next week. https://t.co/FTV5Y4fk...
2/14/2026 19:28
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The crypto protocol (Hyperliquid) currently tectonically reshaping financial markets (with 24/7 perpetual futures products across crypto/equities/commodities/rates) is trading at 7.6x earnings. COIN stock is trading at 23x forward earnings and HOOD i...
2/14/2026 00:44
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The way @saylor just stays unphased is impressive.
$MSTR deserves to run it back to ATHs, and the chart looks ready for it (almost identical to what the 2021-2022 run up and drawdown).
Send it to $1K+.
Believe in Bitcoin. https://t.co/L5SvHjVCjg
2/13/2026 18:29
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$COIN nice day today on the back of missed earnings and Brian selling but this area is probably pretty decent TA wise. I also recognize that coin is obviously correlated to the crypto environment (bullish/bearish) but probably not a bad area to consi...
2/13/2026 18:29
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The crypto protocol (Hyperliquid) currently tectonically reshaping financial markets (with 24/7 perpetual futures products across crypto/equities/commodities/rates) is trading at 7.6x earnings. COIN stock is trading at 23x forward earnings and HOOD i...
2/13/2026 18:09
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White House: Hey coinbase, bro please! Can we pump your stonk 10x over 3y by legalizing your industry?
Coinbase: no thanks, stonk price meh, we want retail deposits
White House: Bro please get a banking license
Coinbase: no thanks, we want to do c...
2/13/2026 16:22
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$COIN
I love this chart.
Weekly swept the April lows on "negative" earnings that people realized were positive.
This will likely be one of the most powerful 10 companies in the world, and is trading near the 2 year low.
Look at that weekly candle...
2/13/2026 16:10
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"If Crypto Survives, Coinbase Thrives". We're LIVE on The Morning Show @StockMktTV talking about whether or not Coinbase (COIN) will find support in 2026 at the same prices they bottomed in both 2024 & 2025. Come join us and let us know what you ...
2/13/2026 13:59
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Yesterday Stable members woke up to:
NYSE pregame call
HOOD short (hit hard)
SLV short (hit hard)
Both nailed. Both shared in advance.
Why figure it out solo when you can be part of a bunch of traders that got the exact playbook. https://...
2/13/2026 13:16
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Coinbase Earnings out.
Coinbase Global (NASDAQ: COIN) released its Q4 2025 earnings after market close on February 12, 2026, and the results were a clear miss on both the top and bottom lines, triggering a sharp reversal from recent profitability.
...
2/12/2026 23:31
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The Nasdaq and SP500 have been selling off the last few weeks including large caps.
We talked about EPS growth being flat the first three quarters of 2026 on large caps.
$AMZN $AMD $META $MSFT $GOOGL all struggling. https://t.co/umpW1oheOY
2/12/2026 21:54
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This is from this morning's NYSE pregame that we do.
Shorts in HOOD and ROBLOX covered, which we followed up on right at the open and went with shorting Hood.
Covered Bitcoin, SPX, Gold, Silver, and Single names. Enjoy!
https://t.co/VbdqfxFdX3
2/12/2026 15:08
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The Morning Minute (2.12)
Powered by @yeet
⏰Top News:
-Crypto majors rebound after strong jobs report; BTC +1% at $68,000
-BlackRock lists its BUIDL Fund on Uniswap, buys UNI tokens
-Coinbase launched agentic wallets, natively supporting x402
-Ana...
2/12/2026 12:38
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seeing so many seedance bangers on the tl
is this gonna become the next deepseek moment????
seedance 2.0 is launched by bytedance btw, which is the company that made tiktok
imo this is going to create another 'china ai' scare
might drive a good g...
2/11/2026 21:27
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$HOOD - 45 to 54% drawdowns have led to 400% moves. While a 400% pump now would value it as the largest trading brokerage firm by marketcap I think $200 as a long term multi year target is reasonable. Especially at the growth rate they've achieved an...
2/11/2026 18:56
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Internet capital markets didn't come to life on their own.
Tune tomorrow in to hear from the industry leaders driving the new onchain economy, with @solana, @chainlink, @kamino and @xStocksFi.
🗓️ Feb 12 at 11:00 AM ET
📍 https://t.co/eGTzplhaX8 ht...
2/11/2026 12:38
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💥 JPMORGAN CUTS COINBASE PRICE TARGET!
JPMorgan cut its target for $COIN from $399 to $290 ahead Coinbase reports earnings.
The bank cited weaker crypto trading volumes, softer prices and slower USDC growth as key risks. https://t.co/QRsQ0Bj84N
2/11/2026 04:59
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⚡️LATEST: ROBINHOOD SHARES SLIDE 6.5% AS Q4 REVENUE MISSES ESTIMATES AMID CRYPTO DOWNTURN
$HOOD reported Q4 revenue of $1.28B (vs. $1.35B est.), up 27% YoY, but missed expectations as crypto revenue fell 38% YoY to $221M and Net income dropped 33% t...
2/11/2026 01:34
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HOOD interesting AI anecdote from the call:
"AI support is really cranking. Now over 75% of our cases are solved by AI, including the complex cases that previously required licensed brokerage professionals. And we've built a lot of this tech in-hous...
2/10/2026 23:54
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Lemme get this straight...
HOOD's missed earnings from *last* quarter & that's causing HYPE to sell off too
Despite Hyperliquid having onchain metrics that anyone can view in real-time, & also being one of the only venues growing faster tha...
2/10/2026 22:22
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Michael Saylor just doubled down hard on MicroStrategy's ($MSTR) Bitcoin strategy in a CNBC Squawk Box interview today (February 10, 2026).Key quotes from Saylor:"We're not going to be selling; we're going to be buying bitcoin." "I expect we'll buy b...
2/10/2026 15:02
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Big Tech CapEx is exploding:
The combined CapEx of Amazon, $AMZN, Alphabet, $GOOGL, Meta, $META, and Microsoft, $MSFT, is expected to jump +70% YoY, to a record $610 billion in 2026.
This is nearly 3 TIMES the $217 billion spent in 2024 and more th...
2/10/2026 04:54
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Big Tech is sacrificing buybacks for AI CapEx:
Combined buybacks by Amazon, $AMZN, Alphabet, $GOOGL, Microsoft, $MSFT, Meta, $META, and Oracle, $ORCL, plunged to $12.6 billion in Q4 2025, the lowest since Q1 2018.
Share repurchases have declined -7...
2/9/2026 21:55
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michael burry fudding google and comparing it to
motorola is amazing
probably the best signal you can get to buy $googl
considering taking a significant position
ai leader, (likely) quantum leader, enterprise leader, platform leader, search leader...
2/9/2026 18:39
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Bitcoin is not pumpable right now.
In 2024, $10B in cash could create $26B in BTC book value. In 2025, $308B flowed in, yet the market cap fell $98B. Selling pressure is too heavy for any multiplier effect.
MSTR and DATs won't work until it becomes...
2/9/2026 17:11
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Crypto / Macro Stuff I'm Looking At Today
...
- MegaETH Mainnet launches today
- Crypto 'Fear & Greed' index hits record low
- CPI (inflation) data coming out Friday
- Truflation real-time inflation data now under 1% for US
- $COIN does 'mi...
2/9/2026 15:24
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STRATEGY $MSTR CEO ON $BTC PULLBACK: "SEVEN YEARS FROM NOW, WHEN BITCOIN IS AT $1M AND IT DROPS TO $750K, THAT’S A 25% DRAWDOWN."
"EVERYONE WILL THINK IT’S THE END OF BITCOIN, AND I’LL SAY ‘HOLD ON’ THEN TOO." https://t.co/xtYJhZZFEu
2/7/2026 06:00
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TL;DR on wtf is happening
1. Long-term holders are selling at a loss (LTH PnL ratio < 1)
2. Institutions are exiting (ETF outflows, MSTR collapse)
3. Technical support broken (below MVRV mean and -0.5σ)
4. Macro headwinds (strong USD, no Fed pivo...
2/6/2026 08:35
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🚨JUST IN: Michael Saylor gives an Insight on $MSTR’s business model -
“We expect Bitcoin to appreciate by 30% every year for the next 20 years”
“As long as BTC goes up by 1.25% a year, Strategy can pay its dividend forever”
He added that If BTC...
2/6/2026 04:15
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$MSTR shares close down 17% in worst day since April 2024. Reports net loss $42.93/share.
$MSTR reports cash and cash equivalents $2.3B vs. $518M consensus (two estimates).
Strategy says will keep cash reserves at 2-3 years of dividends.
2/5/2026 21:25
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Strategy Earnings
MicroStrategy MSTR reported its Q4 2025 earnings today, February 5, 2026, after market close.
Earnings Per Share (EPS): Actual diluted EPS was -$42.93 (a significant miss compared to consensus estimates around -$20.99 or similar f...
2/5/2026 21:14
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Michael Saylor has $8bn in outstanding debt
He diluted MSTR so hard that its impossible for these converts to "convert" into shares thus wiping the debt
Therefore, his bond holders will have to be paid in CASH
At current BTC prices he has to liqui...
2/5/2026 20:50
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Let me state a few obvious things about crypto that BTC proponents do not want to acknowledge:
1. BTC mining companies are absolutely fcked.
2. MSTR is the only meaningful BTC treasury. It carries almost $9B in debt and generates zero cash flow.
3...
2/5/2026 20:19
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stream today 330pm est
- uhhhh
- bitcoin death spiral
- crypto will be fine (eventually)
- are stocks next?
- where do we go from here
- mstr earnings call live
- i seriously have alot to say just join
PULL UP MAN. let’s talk abt it. https://t...
2/5/2026 20:04
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There’s legit no catalysts left, nothing to believe in, btc coopted by DATS/mstr, nations not bidding, tradfi making their own chains (tempo), alt season probably won’t happen again, quantum fud, crypto as a whole tied way too much to trump/republica...
2/5/2026 18:48
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Saylor is gonna come out with some insanely complicated scheme to start selling some of MSTR bitcoin under like 50 layers of fake tradfi buzzwords “hypothecating a select portion of our holdings for optimal cyber-convexity” and all the holders are go...
2/5/2026 15:50
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I understand the thesis that software stocks are cooked (not necessarily agree, but understand). What I don’t get is how the market can simultaneously price NVDA as the world’s most valuable company.
Nvidia owns no fabs or physical infra. Their onl...
2/4/2026 23:43
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circle stock faces its first real competition. fidelity's fidd launches with 14,000 rias and $4.5t aum distribution built in. circle spent years building bank relationships to get usdc to $70b. fidelity already has every relationship that matters. cr...
2/4/2026 22:23
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Alphabet (Google GOOGL/GOOG) just reported its Q4 2025 earnings (for the quarter ending December 2025) after market close on February 4, 2026.
This is the most recent report, and it was a strong beat on both revenue and earnings per share (EPS), dr...
2/4/2026 21:55
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BREAKING: US technology stocks drop sharply amid a mounting selloff in crypto and rising tensions between US and Iran:
1. AMD, $AMD: -17%
2. Palantir, $PLTR: -14%
3. Micron, $MU: -12%
4. Broadcom, $AVGO: -8%
5. Nvidia, $NVDA: -5%
6. Tesla, $TSLA: -5...
2/4/2026 17:46
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💰 CATHIE WOOD IS BUYING THE DIP
ARK Invest just bought another $11.51M in crypto shares on Tuesday, after snapping up $24.8M on Monday amid price declines.
BitMine $BMNR: $3.25M
Bullish $BLSH: $3.46M
Circle $CRCL: $2.4M
Block Inc. $XYZ: $1.77M
Coi...
2/4/2026 06:50
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Switzerland's largest bank, UBS, has reportedly increased its stake in @Strategy $MSTR by acquiring an additional 3.23 million shares. This brings their total holdings to 5.76 million shares, valued at approximately $805 million based on recent prici...
2/4/2026 01:41
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Tokenized equities, Hong Kong, and @Consensus2026.
xStocks will be part of the conversation next week, with @krakenfx’s VP of Consumer Products @marklg and our GM @valgui1.
We’ll also be joining discussions with @AlpacaHQ and @Solana. See you! http...
2/3/2026 16:23
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$COIN vs Crypto Market Cap
coinbase stock has been an incredible barometer for the state of the crypto eco
every local top on $COIN has signaled a local top in the altcoin market cap
right now we are sitting on long term support, highly likely we ...
2/3/2026 15:00
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i took a big position on $tsla in 2024 at the peak of the pre-election fud
$170 entry, shilled it heavily as a multi-decade hold
you are now starting to see why
like i said then, tesla is not a car company
put the pieces together
this is the ber...
2/3/2026 13:56
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I just personally purchased $1 million of Tesla stock.
Here are the four reasons why:
1. Never bet against @elonmusk - he is the greatest entrepreneur of our generation.
2. Self-driving will be the standard - $TSLA has the data advantage and the ...
2/3/2026 13:50
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💰 ARK INVEST BUYS THE DIP IN CRYPTO STOCKS
Cathie Wood's Ark Invest just bought $24.8M in crypto stocks amid price declines.
Circle $CRCL: $9.4M
BitMine $BMNR: $6.25M
Bullish $BLSH: $6M
Block Inc. $XYZ: $1.9M
Coinbase $COIN: $1.25M https://t.co/eF...
2/3/2026 08:50
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AI borrowing is skyrocketing:
Big Tech firms issued a record $120 billion in corporate debt in 2025 to fund AI-related investments.
Issuance surged +500% compared to 2024 levels.
This is also more than in the four preceding years COMBINED.
Amazon...
2/2/2026 20:26
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Tom Lee's BMNR is earning 3% on billions of dollars worth of staked ETH while Saylor's MSTR is raising STRC yield
One digital asset strategy earns money with the passing of time while the other spends it
It's not Saylor's fault, ETH is simply a bet...
2/2/2026 15:20
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Short sellers are capitulating:
Short interest as a % of shares outstanding on the S&P 500 ETF, $SPY, is down to ~9%, near the lowest in 8 years.
At the same time, short interest in the Nasdaq 100 ETF, $QQQ, is down to ~6%, the lowest since at ...
2/2/2026 14:59
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Key Events This Week:
1. January ISM Manufacturing PMI data - Monday
2. December JOLTS Job Openings data - Tuesday
3. Alphabet, $GOOGL, Reports Earnings - Wednesday
4. Initial Jobless Claims data - Thursday
5. Amazon, $AMZN, Reports Earnings - T...
2/1/2026 18:01
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Ignore anyone sharing $MSTR panic.
Yes, Bitcoin traded below their cost basis but they’re not blowing up or liquidating their Bitcoin.
They raised cash to cover liabilities for years.
If you’re not going to do the work, at least have a strong bull...
2/1/2026 10:15
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0
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Being concerned about Microstrategy involvement in BTC makes sense, I would prefer if they had smaller scale too
But if you're genuinely wanting to get rid of Saylor before bottoming... boy, we're in for a long ride
MSTR is a cockroach, they are no...
2/1/2026 00:07
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🚨JUST IN: Bitcoin has officially fallen below Strategy’s average cost basis of $76,037.
This marks the first time since October 2023 that Michael Saylor’s $MSTR is technically "underwater" on its aggregate $BTC holdings.
For over two years, the $7...
1/31/2026 19:06
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Year-to-date total return…
GLD (gold) +13%
PDBC (commodities) +10%
IEMG (emerging mrkts) +8%
IWM (us small caps) +6%
IEFA (dev int'l) +5%
VNQ (reits) +3%
SPY (s&p 500) +1%
QQQ (nasdaq 100) +1%
AGG (us bonds) 0%
SHY (1-3yr treas) 0%
TLT (20+yr tr...
1/30/2026 21:03
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7
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felix protocol's tsla perpetuals trade at 4.5% funding vs tradexyz's 23.6%. that's 19% arbitrage on equity markets that only trade 6.5 hours in tradfi but 24/7 on hip-3. $1b+ open interest on tsla alone, $74m market cap for the infrastructure process...
1/30/2026 19:40
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Public equities, onchain.
Here’s what that enables, with our General Manager @valgui1 and @krakenfx’s VP of Consumer Product, @marklg, explaining how xStocks work.
Watch the full interview at the NYSE with @theCUBE:
https://t.co/JWejk7udnG https://...
1/30/2026 09:31
20K
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Mindshare Trend
Mindshare statistics in social posts for tokens in this sector. '30D' represents total mindshare percentage over the past 30 days, '∆30D' shows the percentage change during this period, and 'TREND' indicates the current directional movement of social media attention.
Top Bullish Mindshare
Shows the 6 tokens in this sector with the highest number of positive mindshare in social media posts.
Top Bearish Mindshare
Shows the 6 tokens in this sector with the highest number of negative mindshare in social media posts.






























































































