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    User Avatar
    Justin Trimble
    @justintrimble
    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
    Post Media
    2/24/2026 21:08
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    Evanss6
    @Evan_ss6
    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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    Byzantine General
    @ByzGeneral
    $NVDA looks like it's just waiting to break out again. https://t.co/8G4XcPESjJ
    Post Media
    2/24/2026 17:16
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    The Wolf Of All Streets
    @scottmelker
    COINBASE $COIN LAUNCHES 24/5 STOCK AND ETF TRADING FOR U.S. USERS
    2/24/2026 17:00
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    Coin Bureau
    @coinbureau
    ⚡️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:...
    Post Media
    2/24/2026 10:45
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    Lookonchain
    @lookonchain
    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...
    Post Media
    2/24/2026 10:14
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    aixbt
    @aixbt_agent
    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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    xStocks
    @xStocksFi
    $NVDAx headlines this week’s earnings. @nvidia reports as markets look to AI infrastructure, margins, and forward guidance. xStocks continue trading onchain, reacting to market moves in real time. https://t.co/Q2KgOe3VMk
    Post Media
    2/24/2026 01:38
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    CryptoCondom
    @crypto_condom
    I see three risks to equities this week: 1. Iran negotiations tomorrow 2. $NVDA earnings Wed 3. Deepseek v4 TBA imminent release Having a plan for each prevents surprises. As always, cash IS a position.
    2/23/2026 21:24
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    kook 🏝️
    @KookCapitalLLC
    added some $tsla today 200ma (yellow line) is a great place to buy by 2030 tsla market cap is $10tr+ https://t.co/jAqJRWkMgD
    Post Media
    2/23/2026 19:12
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    based16z
    @based16z
    We can’t be sure Citrini piece caused the correction until SPY is down 38%
    2/23/2026 18:05
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    The Wolf Of All Streets
    @scottmelker
    STRATEGY $MSTR BUYS 592 $BTC FOR ~$39.8M, NOW HOLDS 717,722 $BTC WORTH ~$47.5B
    2/23/2026 13:35
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    Michael Saylor
    @saylor
    Strategy has acquired 592 BTC for ~$39.8 million at ~$67,286 per bitcoin. As of 2/22/2026, we hodl 717,722 $BTC acquired for ~$54.56 billion at ~$76,020 per bitcoin. $MSTR $STRC https://t.co/jSQroB4LnE
    2/23/2026 13:03
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    Stoic
    @Stoiiic
    casual twap on binance spot for the past 4+ hours. big week w/ NVDA earnings on wed. lock in. https://t.co/SssHC4kKAL
    Post Media
    2/22/2026 22:44
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    Pio
    @piovincenzo_
    52 week range of IBIT versus MSTR Shows the difference in volatility MSTR makes IBIT look boring https://t.co/XYwE4QZNmk
    Post Media
    2/22/2026 20:46
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    Tickeron
    @Tickeron
    $D, $KTOS, $HD, $BABA, $CEG, $MELI, $NVDA, $HSBC, $CRM, $BMO, $SNPS, $SNOW, $RY, $TD, $MNST, $WBD, $BIDU, $CRWV, $RKLB, $SATS | Q4 2025 Earnings Preview: February 23-26, 2026 https://t.co/iYQlrukz25
    2/22/2026 16:00
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    The Kobeissi Letter
    @KobeissiLetter
    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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    kook 🏝️
    @KookCapitalLLC
    it seems very likely there is a war-type action on monday or tuesday probably a buying opportunity if it happens i will be buying > $tsla > $googl > $ibit $btc buy high quality assets where your time horizon is 10+ yrs this is an 'inves...
    2/22/2026 15:17
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    CRG
    @MacroCRG
    BTC is a bee's dick away from breaking back above its 4H100MA for the first time in 34 days NVDA earnings next week could be the catalyst https://t.co/aJWTsNSdJN
    Post Media
    2/22/2026 10:49
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    based16z
    @based16z
    Nvda 280 April
    2/22/2026 05:19
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    aixbt
    @aixbt_agent
    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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    Stoic
    @Stoiiic
    Future of the universe hinges on NVDA earnings next week. https://t.co/nnV3L1utvJ
    Post Media
    2/21/2026 20:37
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    IncomeSharks
    @IncomeSharks
    $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....
    Post Media
    2/20/2026 21:40
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    RYAN SΞAN ADAMS - rsa.eth 🦄
    @RyanSAdams
    COIN or HOOD? if people like @JustDeauIt's friday asset reports, maybe we'll turn them into podcasts too i read every single one. https://t.co/1l1w4pvdFx
    Post Media
    2/20/2026 18:36
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    Michael Saylor
    @saylor
    We mitigate $BTC volatility to create Digital Credit $STRC. We amplify it to create Digital Equity $MSTR. https://t.co/kHub9Ou7Y3
    Post Media
    2/20/2026 17:33
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    jintao.rivn (🔌,🔌)
    @hellojintao
    going to blindly bull post equities for fun since everyone and their mother is short or saying that being bullish because everyone is bearish is not a strategy targets qqq: 670 targets spy: 9001
    2/20/2026 17:06
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    MartyParty
    @martypartymusic
    Bitcoin treasury company Strategy $MSTR daily trading volume is now higher than investment banking giant Goldman Sachs
    2/20/2026 15:29
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    VIKTOR
    @thedefivillain
    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 ...
    Post Media
    2/20/2026 10:52
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    chainyoda
    @chainyoda
    The hardest pumping asset when CLARITY is signed into law will be $COIN. Fully legal biz valuation hits different because of risk reduction
    2/20/2026 01:49
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    The Kobeissi Letter
    @KobeissiLetter
    BREAKING: Nvidia, $NVDA, is finalizing a $30 billion investment in OpenAI that will replace the previously announced $100 billion deal, per FT.
    2/20/2026 00:40
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    The Wolf Of All Streets
    @scottmelker
    COINBASE $COIN CEO BRIAN ARMSTRONG SAYS QUANTUM COMPUTING IS "A VERY SOLVABLE ISSUE" FOR BLOCKCHAIN
    2/20/2026 00:30
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    The Wolf Of All Streets
    @scottmelker
    COINBASE $COIN CLO ON WHITE HOUSE STABLECOIN YIELD MEETING: "MORE PROGRESS TODAY WITH PATRICK WITT AT THE WHITE HOUSE." "DIALOGUE WAS CONSTRUCTIVE AND THE TONE COOPERATIVE."
    2/19/2026 22:15
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    The Daily Degen
    @thedailydegenhq
    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...
    Post Media
    2/19/2026 19:24
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    based16z
    @based16z
    Bull markets don’t end without a blowoff top is a reasonable take and I can see a case where NVDA sends to 300 this yr for the finale but it’s possible to me the blowoff was in privates, OAI 850 etc
    2/19/2026 18:57
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    MartyParty
    @martypartymusic
    SPY 684 pre market
    2/19/2026 13:53
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    xStocks
    @xStocksFi
    Build the new financial system with xStocks in our first Hackathon. ❎ With $75,000 in prizes, ❎ From March 31 to April 2 ❎ In Cannes next to EthCC. Borrow/lend | Frontend | Strategy Choose your track and apply ↓ https://t.co/ay5GPo77cO
    Post Media
    2/19/2026 12:19
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    Jok9r
    @sanjayweb3
    gm FED minutes hawkish, $BTC dips below $66k. macro pressure on risk assets. MicroStrategy $MSTR buys 2486 $BTC for $168m. institutional hoarding continues. BlackRock amends staked $ETH ETF, 18% fee cut. ETH staking goes mainstream. https://t.co/3...
    Post Media
    2/19/2026 08:21
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    Evanss6
    @Evan_ss6
    Nov 16, 2017: You have $250,000. Option A: Buy Tesla Roadster to rent it out Option B: Buy $NVDA If you chose option B, you’d have $8,880,000 today I’d choose option A every time. That’s the power of passive income. https://t.co/vTAVQHyHLi
    Post Media
    2/19/2026 03:00
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    The Wolf Of All Streets
    @scottmelker
    COINBASE $COIN CEO BRIAN ARMSTRONG BLAMES BANKING TRADE GROUPS FOR STALLED CRYPTO MARKET STRUCTURE BILL NEGOTIATIONS
    2/19/2026 01:00
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    The Wolf Of All Streets
    @scottmelker
    COINBASE $COIN CEO BRIAN ARMSTRONG: “WE’RE EXTREMELY BULLISH ON STABLECOIN GROWTH.” “STABLECOINS ARE THE BEST FORM OF MONEY.”
    2/18/2026 21:44
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    ibuyrugs
    @ibuyrugs
    Every new startup in crypto and ai is now an extended work trial for OpenAI, Anthropic, coinbase, hood, stripe, etc
    2/18/2026 20:36
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    River1 Asset Management -
    @River1AM
    $AAPL - Why is Apple not playing the AI CAPEX game? They seem to be banking on their 2.2bn hardware devices. Investor concerns on ROI now under the spotlight. https://t.co/bjPqeof1yq
    Post Media
    2/18/2026 16:59
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    jintao.rivn (🔌,🔌)
    @hellojintao
    spy ath this week would be a movie
    2/18/2026 15:41
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    xStocks
    @xStocksFi
    In the future, crypto will be invisible, every system onchain. Tokenized equities will just be equities. Stocks will just be xStocks.
    2/18/2026 15:05
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    BCheque
    @BCheque1
    I can't remember when I sold my COIN but I like not overcomplicating thinking Terrible customer service, requiring Cobie to be customer service $400+ to $166 in less than a year Are there other factors, sure, don't think you need all of them all...
    Post Media
    2/18/2026 10:08
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    curb.sol
    @CryptoCurb
    $MSTR it's crazy how similar the 2021 $MSTR top fractal is to current price action. if the fractal continues to play out, accumulate $MSTR ~$100-$200 and target ~$1,000+. @Strategy https://t.co/FgVnwU7PhJ
    Post Media
    2/18/2026 01:33
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    kook 🏝️
    @KookCapitalLLC
    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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    Ryan Scott (Horse)
    @TheFlowHorse
    It would seem like there is a unique chance for the SPX to finally leave this yearly range in the next week and half. OpEx. Tariff Day. NVDA earnings. The market should free up from this zone.
    2/17/2026 16:11
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    kook 🏝️
    @KookCapitalLLC
    started building $googl position under $300 https://t.co/5WAQIs686w
    Post Media
    2/17/2026 15:20
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    krillin ॐ
    @LSDinmycoffee
    $TSLA Looks cooked to me, if somehow we were given $470+ it would be a really good short Otherwise I'd just buy $345-360 for a bounce. https://t.co/cMKlFuFeST
    Post Media
    2/17/2026 13:18
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    The Wolf Of All Streets
    @scottmelker
    BREAKING: 🚨 STRATEGY $MSTR BUYS 2,486 $BTC FOR ~$168.4M, NOW HOLDS 717,131 $BTC WORTH ~$49B
    2/17/2026 13:15
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    Michael Saylor
    @saylor
    Strategy has acquired 2,486 BTC for ~$168.4 million at ~$67,710 per bitcoin. As of 2/16/2026, we hodl 717,131 $BTC acquired for ~$54.52 billion at ~$76,027 per bitcoin. $MSTR $STRC https://t.co/wvxRYZlQ3Y
    2/17/2026 13:02
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    Xeer
    @Xeer
    I watched this live on cctv last night and I could feel my $TSLA stock free falling in real time 😭😭 https://t.co/WMTRYpWfhE
    Post Media
    2/17/2026 06:00
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    Greeny
    @greenytrades
    $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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    Evanss6
    @Evan_ss6
    so if i buy NVDA here at 185 and it goes to 420 my $1000 becomes $2270? ya ok lol. nobody’s getting rich
    2/16/2026 17:30
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    aixbt
    @aixbt_agent
    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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    xStocks
    @xStocksFi
    80,000 unique holders onchain. xStocks are the most popular tokenized equities, holding the top 11 spots by unique holders in @RWA_xyz. Chosen by users, not just hedge funds. https://t.co/Sq3N2i7ABw
    Post Media
    2/16/2026 16:07
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    The Wolf Of All Streets
    @scottmelker
    COINBASE $COIN CEO BRIAN ARMSTRONG SAYS RETAIL USERS ON THE PLATFORM "HAVE DIAMOND HANDS"
    2/16/2026 14:46
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    MartyParty
    @martypartymusic
    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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    Ram Ahluwalia CFA, Lumida
    @ramahluwalia
    Tesla's valuation is literally off the charts. $TSLA https://t.co/N2HVL9vG4T
    Post Media
    2/16/2026 00:19
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    Evanss6
    @Evan_ss6
    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 ...
    Post Media
    2/16/2026 00:02
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    The Wolf Of All Streets
    @scottmelker
    COINBASE $COIN CEO BRIAN ARMSTRONG: "RETAIL USERS ON COINBASE HAVE BEEN VERY RESILIENT DURING THESE MARKET CONDITIONS"
    2/15/2026 21:00
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    The Wolf Of All Streets
    @scottmelker
    JUST IN: COINBASE $COIN CEO BRIAN ARMSTRONG SAYS RETAIL USERS HAVE BEEN BUYING THE DIP "WE'VE SEEN A NATIVE UNIT INCREASE FOR RETAIL USERS ACORSS BTC AND ETH"
    2/15/2026 20:10
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    Coin Bureau
    @coinbureau
    🚨ARK DOUBLES DOWN ON COINBASE Cathie Wood’s ARK Invest just bought $15.2 MILLION worth of Coinbase ($COIN). The purchases were spread across three ARK ETFs. https://t.co/26FVOxXGg6
    Post Media
    2/15/2026 17:10
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    Ryan Scott (Horse)
    @TheFlowHorse
    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...
    Post Media
    2/14/2026 19:28
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    Lookonchain
    @lookonchain
    Someone created a new wallet 11 hours ago and deposited 2M $USDC into Hyperliquid to go long $NVDA with 2x leverage. The position is 21,687 xyz:NVDA($3.97M). https://t.co/06r7aBmsu6 https://t.co/3OYEQLt11f
    Post Media
    2/14/2026 04:37
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    kook 🏝️
    @KookCapitalLLC
    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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    K A L E O
    @CryptoKaleo
    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
    Post Media
    2/13/2026 18:29
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    Altcoin Sherpa
    @AltcoinSherpa
    $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...
    Post Media
    2/13/2026 18:29
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    Austin Barack
    @AustinBarack
    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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    MartyParty
    @martypartymusic
    NASDAQ/Russell2000/Japan225/DXY/SPY/Gold/BTC/OIL - Feb 13th https://t.co/xU5Ra1mJWG
    Post Media
    2/13/2026 16:48
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    chainyoda
    @chainyoda
    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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    The Wolf Of All Streets
    @scottmelker
    $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...
    Post Media
    2/13/2026 16:10
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    xStocks
    @xStocksFi
    This week, @valgui1 also joined @Mantle_Official in Hong Kong for a panel on tokenized equities and real-world assets. The conversation focused on liquidity, adoption, and how onchain markets continue to evolve. https://t.co/fGCspNyikP
    Post Media
    2/13/2026 15:27
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    J.C. Parets
    @JC_ParetsX
    "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 ...
    Post Media
    2/13/2026 13:59
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    Ryan Scott (Horse)
    @TheFlowHorse
    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://...
    Post Media
    2/13/2026 13:16
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    Nick O’Neill
    @chooserich
    I saved New York City from making an awful Coinbase investment $COIN https://t.co/J1of3Cl8mI
    Post Media
    2/13/2026 00:34
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    chainyoda
    @chainyoda
    $COIN as if the 2022 Super Bowl ad was not enough to tell us never to do a crypto Super Bowl ad
    2/13/2026 00:21
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    chainyoda
    @chainyoda
    $COIN earnings surprise seems to be from the loss on creator coins, content coins and tools to get ahead held on the balance sheet.
    2/13/2026 00:10
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    MartyParty
    @martypartymusic
    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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    Coin Bureau
    @coinbureau
    🚨 COINBASE $COIN HITS LOWEST LEVEL IN A YEAR SLUMPING TO LOWS OF $139.36. https://t.co/w0i5GlL55x
    Post Media
    2/12/2026 22:40
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    The Wolf Of All Streets
    @scottmelker
    UPDATE: COINBASE $COIN REPORTS $667M LOSS IN Q4 2025, WITH REVENUE DOWN 22% TO $1.78B
    2/12/2026 22:30
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    Hugo Martingale
    @HugoMartingale
    BREAKING: Brian Armstrong begins $COIN earnings call with impromptu karaoke. "Base is for everybody yeah (yeah) Rock your body yeah (yeah), haha right guys?" The stock is down 23% after hours. https://t.co/wXpL4ZASrq
    Post Media
    2/12/2026 22:30
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    The LongVol Report
    @LongVolReport
    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
    Post Media
    2/12/2026 21:54
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    The Kobeissi Letter
    @KobeissiLetter
    BREAKING: Coinbase, $COIN, unexpectedly reports a large quarterly loss, posting quarterly EPS of -$2.49 compared to expectations of $0.96. The company posted a net loss of -$667 million last quarter. https://t.co/yBt63FLWnd
    Post Media
    2/12/2026 21:18
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    based16z
    @based16z
    The issue for SPY/QQQ with atoms over bits being AI trade is the irl biz can price up less than the bits biz can price down. Esp market cap weighted
    2/12/2026 20:57
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    The Kobeissi Letter
    @KobeissiLetter
    BREAKING: Coinbase, $COIN, says many users currently unable to buy, sell, or transfer crypto. https://t.co/HMZEoKlJAT
    Post Media
    2/12/2026 18:28
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    The Kobeissi Letter
    @KobeissiLetter
    BREAKING: Apple stock, $AAPL, falls -5% on the day, now on track for its biggest daily decline since April 2025. https://t.co/3OFeY3gUjB
    Post Media
    2/12/2026 18:09
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    MartyParty
    @martypartymusic
    Daily Dashboard - 11:20am Feb 12th Note: Gold dips SPY dips Futures dip, IGV dips https://t.co/mb3q16NsH2
    Post Media
    2/12/2026 16:18
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    Altcoin Sherpa
    @AltcoinSherpa
    When the deployer FSH his bundle $COIN https://t.co/EsDCCU5mZi
    Post Media
    2/12/2026 15:42
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    Ryan Scott (Horse)
    @TheFlowHorse
    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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    Clemente
    @Chilearmy123
    Every AI vibecoder's worst nightmare 😭 $NVDA https://t.co/5fLCXEy8pO
    Post Media
    2/12/2026 14:44
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    chainyoda
    @chainyoda
    $COIN downgrades are a direct result of the failure of CLARITY and so will the upgrades be the result of @coinbase clearing the way for CLARITY to pass ( while the window is still open and it won’t be open for too long )
    2/12/2026 13:55
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    xStocks
    @xStocksFi
    Tokenization is transforming the global financial system. @benbybit made the case for this critical shift in the closed-door “Family Office Dinner: The Future of Asset Tokenization”. We agree. https://t.co/SynA1c6tZq
    Post Media
    2/12/2026 13:41
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    TylerD 🧙‍♂️
    @Tyler_Did_It
    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...
    Post Media
    2/12/2026 12:38
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    The Wolf Of All Streets
    @scottmelker
    ROBINHOOD $HOOD CRYPTO GENERAL MANAGER JOHANN KERBRAT SAYS RETAIL IS NOT MOVING AWAY FROM CRYPTO "WE ACTUALLY SEE THEM BUYING THE DIP."
    2/12/2026 09:00
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    Dyme
    @CryptoParadyme
    $COIN earnings incoming. Not going to say they don't nuke, but this is probably one of the worst places to try shorting it https://t.co/bR7Js7nOIQ
    Post Media
    2/12/2026 04:09
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    chainyoda
    @chainyoda
    White House: Coinbase, we want to moon your stonk 10x over 3y Coinbase: no thanks we want retail deposits White House: then get a banking license Coinbase: no thanks we want to do content coin kind of banking 🤷🏽‍♂️
    2/12/2026 03:16
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    Kyle
    @0xkyle__
    imo spy qqq looks kinda cooked - we've kinda been in a range for the past 5 months lots of mag7 breaking down too - not a good sign
    2/12/2026 00:06
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    kook 🏝️
    @KookCapitalLLC
    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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    Quinten | 048.eth
    @QuintenFrancois
    Coinbase co-founder & CEO Brian Armstrong sold off $COIN shares for the past year, cashing in around $550 million. In total Armstrong only sold around 5% of his total $COIN holdings. https://t.co/3RLB418i3s
    Post Media
    2/11/2026 21:06
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    IncomeSharks
    @IncomeSharks
    $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...
    Post Media
    2/11/2026 18:56
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    xStocks
    @xStocksFi
    $20,000,000,000. That's the total volume for xStocks. This is proof that tokenized equities are living and breathing, being used across CEXes and DEXes, not just sitting in wallets. Now to double it again. https://t.co/bbKCUiNL2p
    Post Media
    2/11/2026 18:28
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    Fred Krueger
    @dotkrueger
    BTC vs MSTR model. https://t.co/EWl9bUxyKI
    Post Media
    2/11/2026 17:43
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    matthew sigel, recovering CF...
    @matthew_sigel
    Fortune favors the brave? $COIN https://t.co/OHikufmgem
    Post Media
    2/11/2026 17:33
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    xStocks
    @xStocksFi
    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...
    Post Media
    2/11/2026 12:38
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    The Wolf Of All Streets
    @scottmelker
    JPMORGAN CUTS DEC. 2026 PRICE TARGET FOR $COIN TO $290 FROM $399 AHEAD OF Q4 EARNINGS REPORT
    2/11/2026 12:30
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    The Wolf Of All Streets
    @scottmelker
    ROBINHOOD $HOOD LAUNCHES TESTNET FOR NEW ARBITRUM-BASED ETHEREUM L2 'ROBINHOOD CHAIN'
    2/11/2026 09:30
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    Coin Bureau
    @coinbureau
    💥 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
    Post Media
    2/11/2026 04:59
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    Coin Bureau
    @coinbureau
    ⚡️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...
    Post Media
    2/11/2026 01:34
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    The Wolf Of All Streets
    @scottmelker
    ROBINHOOD $HOOD MISSES Q4 2025 REVENUE ESTIMATES AS CRYPTO TRADING REVENUE DROPS ~38%
    2/11/2026 01:05
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    matthew sigel, recovering CF...
    @matthew_sigel
    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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    Easy
    @EasyEatsBodega
    Going to be averaging UP on $HOOD here soon. Missed revenue slightly Beat EPS Number of funded customer accounts through the roof. They noted that platform assets are up 68% to 324 BILLION This is all with only 1 quarter of prediction market...
    Post Media
    2/10/2026 23:17
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    Luke Cannon
    @lukecannon727
    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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    The Kobeissi Letter
    @KobeissiLetter
    BREAKING: Robinhood stock, $HOOD, falls nearly -10% after posting lower than expected Q4 2025 revenue. https://t.co/VP0rOx8ytF
    Post Media
    2/10/2026 21:26
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    jintao.rivn (🔌,🔌)
    @hellojintao
    spy and qqq have topped? https://t.co/cyIwYbfRDk
    Post Media
    2/10/2026 20:20
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    The Wolf Of All Streets
    @scottmelker
    SAYLOR SAYS STRATEGY $MSTR IS NOT GOING TO BE SELLING $BTC
    2/10/2026 19:00
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    The Wolf Of All Streets
    @scottmelker
    NEW: SAYLOR SAYS STRATEGY $MSTR WILL BUY $BTC EVERY QUARTER
    2/10/2026 18:30
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    degentrading
    @degentradingLSD
    Market is sleeping on this. $NVDA probably easily achieves $10 EPS for FY27 and even $16 EPS for FY28...apply the multipliers yourself. https://t.co/6xV9MgbFiK
    2/10/2026 17:31
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    MartyParty
    @martypartymusic
    Michael Saylor just doubled down hard on MicroStrategy's ($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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    The Kobeissi Letter
    @KobeissiLetter
    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...
    Post Media
    2/10/2026 04:54
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    Louis Sykes
    @haumicharts
    It'd be hilarious if Coinbase bottomed the day people were flipping off their commercials during the Super Bowl. $COIN https://t.co/rX8hzhsKYt
    Post Media
    2/10/2026 04:09
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    Michael Saylor
    @saylor
    The winners are Digital Intelligence $NVDA, Digital Credit $MSTR, and Digital Capital $BTC. https://t.co/BSQeGSJO3x
    Post Media
    2/10/2026 00:23
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    The Kobeissi Letter
    @KobeissiLetter
    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...
    Post Media
    2/9/2026 21:55
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    kook 🏝️
    @KookCapitalLLC
    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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    IncomeSharks
    @IncomeSharks
    $HOOD - Filled another gap, bouncing back into the channel. https://t.co/6bYFndVnJq
    Post Media
    2/9/2026 17:52
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    xStocks
    @xStocksFi
    Earnings are rolling in this week across consumer, tech, and financial platforms. Companies reporting include @CocaCola, @McDonalds, and @RobinhoodApp. As earnings land, tokenized equities continue trading onchain. https://t.co/9fyLOytT2g
    Post Media
    2/9/2026 17:30
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    Ki Young Ju
    @ki_young_ju
    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...
    Post Media
    2/9/2026 17:11
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    Alistair Milne
    @alistairmilne
    $MSTR leading Bitcoin back up? https://t.co/18yDebZ2nI
    Post Media
    2/9/2026 16:56
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    rektdiomedes
    @rektdiomedes
    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...
    Post Media
    2/9/2026 15:24
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    xStocks
    @xStocksFi
    It's time to upgrade the market. On @solana, with @chainlink, through @kamino and more. This is how tokenized equities are meant to be. https://t.co/3NUmkP27Bp
    Post Media
    2/9/2026 15:09
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    VIKTOR
    @thedefivillain
    The bounce from $60k to $70k was not driven by MSTR Good
    2/9/2026 13:21
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    The Wolf Of All Streets
    @scottmelker
    JUST IN: STRATEGY $MSTR BUYS 1,142 $BTC FOR $90M, NOW HOLDS 714,644 $BTC WORTH ~$49.3B
    2/9/2026 13:08
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    matthew sigel, recovering CF...
    @matthew_sigel
    GOOGL selling 100-year debt 😯 https://t.co/6iwlXBkZTN
    Post Media
    2/9/2026 13:07
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    Michael Saylor
    @saylor
    Strategy has acquired 1,142 BTC for ~$90.0 million at ~$78,815 per bitcoin. As of 2/8/2026, we hodl 714,644 $BTC acquired for ~$54.35 billion at ~$76,056 per bitcoin. $MSTR $STRC https://t.co/4X2c81LQwm
    2/9/2026 13:03
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    Michael Saylor
    @saylor
    $MSTR = Most Interesting. https://t.co/D0pp79ZKAK
    Post Media
    2/8/2026 23:18
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    jintao.rivn (🔌,🔌)
    @hellojintao
    tsla maxis are literally a sadder group than memecoin guys
    2/8/2026 01:31
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    kook 🏝️
    @KookCapitalLLC
    crazy to me that ct is obsessed w ai yet im the only ct person talking about tsla for 2 years now tsla is the only ai company that you can buy rn that matters if you dont understand yet you will ill help you tsla
    2/7/2026 23:33
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    jintao.rivn (🔌,🔌)
    @hellojintao
    the stock market will soar to new highs on all assets (trump said so) while crypto drops another 80% all time high spy before end of february
    2/7/2026 14:54
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    Jok9r
    @sanjayweb3
    gm bitcoin drops 16% below $61k, rebounds to $68k. fragility exposed, liquidations hit $2.7b. microstrategy posts $12.4b loss on btc. corporate exposure bites. bithumb errs, sends extra btc to users. glitch patched, no free lunch. $MSTR $BTC http...
    Post Media
    2/7/2026 14:39
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    Greeny
    @greenytrades
    Unpopular opinion: $COIN $HOOD $CIRCLE will replace altcoins and be better ROI opportunities in the coming years
    2/7/2026 10:58
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    The Wolf Of All Streets
    @scottmelker
    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
    Post Media
    2/7/2026 06:00
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    𝕯𝖆𝖓𝖌𝖊𝖗
    @safetyth1rd
    Bitcoin ETF narrative : over MSTR narrative: over Quantum threat: looming ETH: Stablecoin narrative: growing Tokenization narrative: just getting started On chain finance narrative: just getting started Quantum threat: none
    2/7/2026 04:11
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    Damien (hmu for cracked Devs...
    @0xDamien
    Tesla merging with SpaceX (xAI) is only a matter of when, not if $TSLA -> $X https://t.co/k0o0Ef73qf
    Post Media
    2/6/2026 23:43
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    The Wolf Of All Streets
    @scottmelker
    STRATEGY $MSTR CEO: "BITCOIN NEEDS TO GO DOWN TO $8,000 A COIN AND SIT THERE FOR FIVE YEARS UP UNTIL 2032 BEFORE WE REALLY HAVE A PROBLEM," https://t.co/meb2Bdued0
    Post Media
    2/6/2026 23:00
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    0xMarioNawfal
    @RoundtableSpace
    What did you think about yesterday’s MSTR earnings call?
    2/6/2026 22:22
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    EllioTrades
    @elliotrades
    Bitcoin just bounced $11K off yesterday's low MSTR pumped 30% TODAY Is this the beginning of a new bull trend? Or time to reload the short canon LIVE NOW https://t.co/s1rDBLWOWe https://t.co/H4LB6laxiK
    Post Media
    2/6/2026 21:57
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    The Wolf Of All Streets
    @scottmelker
    PETER SCHIFF: "$MSTR IS UP 25% TODAY. $BTC IS UP 11%. SELL THE RIP!" https://t.co/KY6R2Rxot6
    Post Media
    2/6/2026 21:30
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    Theta Warrior
    @ThetaWarrior
    Thank you $TSLA 🙏 https://t.co/xApPn87Fgn
    Post Media
    2/6/2026 21:18
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    Michael Saylor
    @saylor
    What skeptics of @Strategy miss: Digital Capital ($BTC) outperforms physical capital. Digital Credit ($STRC) outperforms conventional credit. Amplified Bitcoin ($MSTR) outperforms wrapped Bitcoin.
    2/6/2026 21:06
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    Bluntz
    @Bluntz_Capital
    clear as day macro abc looks done, with 5 waves within the C on $MSTR aswell. https://t.co/hiDKSDDhd2
    Post Media
    2/6/2026 20:22
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    sgp
    @stogolp
    the fact that robert chang was on epstein island shilling the most influential people in the world CRCL instead of CHILLHOUSE really pisses me off.
    2/6/2026 19:48
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    RunnerXBT
    @RunnerXBT
    Strategy has acquired 9890 BTC for ~$696 million at ~$70,420 per bitcoin. As of 9/1/2026, we hodl 722,502 $BTC acquired for ~$55.1 billion at ~$76,005 per bitcoin. $MSTR $STRC
    2/6/2026 18:10
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    IncomeSharks
    @IncomeSharks
    Haven't seen anyone talking about how much Michael Saylor and $MSTR made today but heard all about his unrealized losses all week. The revenge story should be great.
    2/6/2026 17:55
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    Pio
    @piovincenzo_
    If the bottom is in... Then MSTR is going to start to go... Up. Instead of down. It's going to go up. A lot. Are you positioned for this? https://t.co/QWa7ZOrcyD
    Post Media
    2/6/2026 16:39
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    Stacy Muur
    @stacy_muur
    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...
    Post Media
    2/6/2026 08:35
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    RunnerXBT
    @RunnerXBT
    in days like these COIN-M trading is GOAT
    2/6/2026 07:59
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    Coin Bureau
    @coinbureau
    🔥LATEST: Michael Saylor announces that $MSTR will launch a Bitcoin Security Program to fight quantum computing threats alongside global cybersecurity and crypto communities. https://t.co/Ci4160jcS9
    Post Media
    2/6/2026 05:15
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    Coin Bureau
    @coinbureau
    🚨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...
    Post Media
    2/6/2026 04:15
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    The Wolf Of All Streets
    @scottmelker
    UPDATE: 🚨 STRATEGY $MSTR RECORDS $12.4B LOSS IN Q4 2025
    2/6/2026 02:00
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    kook 🏝️
    @KookCapitalLLC
    90% of my nw is in the following assets > sp500 etf > btc > hype > tsla anything else is sized relatively small and just a trade this list is the wealth compounder list hold forever, dca forever be very rich nfa
    2/5/2026 23:33
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    threadguy
    @notthreadguy
    how is it possible that mstr can get through an entire earnings call TODAY and not mention the price of bitcoin once
    2/5/2026 22:38
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    threadguy
    @notthreadguy
    mstr on their earnings call talking about literally everything except why bitcoin will go up again and why this dump is overdone they dont get it
    2/5/2026 22:34
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    threadguy
    @notthreadguy
    mstr just announced at 8k bitcoin they're fully liqudated. uh oh
    2/5/2026 22:30
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    Nick O’Neill
    @chooserich
    MSTR Earnings Live https://t.co/yVr5bzcx6v
    2/5/2026 22:17
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    threadguy
    @notthreadguy
    holy fuck mstr is on the earnings call saying please dont sell
    2/5/2026 22:16
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    Bitcoin Magazine
    @BitcoinMagazine
    LIVE: Strategy (MSTR) Q4 2025 Earnings Call w/ Analyst Q&A https://t.co/VKlrVgZb4I
    2/5/2026 22:04
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    threadguy
    @notthreadguy
    live watching the mstr earnings call and praying. https://t.co/lcLhHOhmWF
    2/5/2026 22:02
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    DFarmer
    @OGDfarmer
    Saylor on MSTR call in 10. That should be it, one way or the other.
    2/5/2026 21:53
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    Michael Saylor
    @saylor
    Join us for an update on $MSTR financial results, digital credit instruments like $STRC, and the state of the digital asset marketplace, followed by live Q&A with equity analysts and industry leaders. https://t.co/64lQbNVJdO
    2/5/2026 21:47
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    matthew sigel, recovering CF...
    @matthew_sigel
    $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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    MartyParty
    @martypartymusic
    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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    ChimpZoo
    @ThinkingBitmex
    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...
    Post Media
    2/5/2026 20:50
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    @joemccann
    🏆 HISTORIC LOW $COIN has never been this oversold (RSI < 19) since inception (April 14th, 2021). That's the bottom 0.25% of all trading days since inception. This is the lowest RSI $COIN has EVER recorded. See forward returns: https://t.co/q0...
    2/5/2026 20:33
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    AdrianoFeria.eth 🦇🔊 🛡️
    @AdrianoFeria
    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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    Game
    @game_for_one
    Worst part of all this we have to listen to this MSTR call now.
    2/5/2026 20:06
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    threadguy
    @notthreadguy
    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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    xero 🎮
    @xerocooleth
    If the S&P 500 loses 10% where do you think Bitcoin goes Today was just a 1% drop from SPY and Bitcoin lost 11% I'm sitting comfortable waiting to happily buy in lower
    2/5/2026 18:55
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    Leap
    @leap_xyz
    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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    goodalexander
    @goodalexander
    need Jeff Epstein to be revealed as Satoshi Nakamoto, MSTR leveraged blow up, quick wick to 38k just to feel something
    2/5/2026 17:58
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    Kix
    @SpeculatorArt
    The simplest explanation for the crypto meltdown could simply be that MSTR fueled a lot of the rally. MSTR tops in July. MSTR struggles to raise for more BTC purchases. MSTR purchases of BTC drop by 80%+ in Aug/Sep/Oct. We lose our largest inf...
    Post Media
    2/5/2026 17:40
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    goodalexander
    @goodalexander
    The idea that Saylor hasn’t made any money from Bitcoin is dishonest He has sold over $370 million in MSTR equity personally since 2020
    2/5/2026 17:02
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    Udi Wertheimer
    @udiWertheimer
    max pain today is BTC frantically goes up and down 20% in both directions every 30 minutes so that the MSTR intern has to redo all of the slides 15 times before the earnings call tonight
    2/5/2026 16:43
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    Rex
    @R89Capital
    Bought some HOOD back for the first time since selling it all at ~$140 https://t.co/C5L8vNy4k1
    Post Media
    2/5/2026 16:24
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    Smokey 一目均衡表
    @SmokeyHosoda
    So obviously MSTR earnings today will be poop from a butt
    2/5/2026 16:23
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    David 🏹
    @d_gilz
    MSTR earnings call is today lmfaoooo
    2/5/2026 16:10
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    K A L E O
    @CryptoKaleo
    Bitcoin is approaching its January of 2017 lows vs. NVDA. https://t.co/wXDOpo35gS
    Post Media
    2/5/2026 15:59
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    Daniel
    @danielgothits
    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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    Evanss6
    @Evan_ss6
    MSTR earnings today fellas You think they’re gunna beat or miss?
    2/5/2026 15:37
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    David Hoffman
    @TrustlessState
    Is there a place to view real time performance of $MSTR and $BMNR treasury purchases? How much are these two orgs down rn?
    2/5/2026 14:40
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    💎GEM INSIDER💎
    @gem_insider
    last 2 months Burry shorted $TSLA the markets pumped... 💀 now Burry is bearish on $BTC holyshtt. you already know what happens next fam? https://t.co/pNOFAORmNF
    Post Media
    2/5/2026 13:04
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    qw
    @QwQiao
    once in a while i get better investment ideas from doing than from reading. case in point after a month of coding i bought more hyperscalers and semis. amzn msft nvda tsm the whole 9 yards. the market is completely unprepared for how much compute wil...
    2/5/2026 12:58
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    VIKTOR
    @thedefivillain
    What a great day to have a $MSTR earnings call lol
    2/5/2026 09:54
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    The Kobeissi Letter
    @KobeissiLetter
    BREAKING: Losses on MicroStrategy's, $MSTR, Bitcoin position officially rise above $3.5 billion. The company's Bitcoin position has lost nearly -$40 BILLION in 4 months. https://t.co/LUhBggY6a5
    Post Media
    2/5/2026 04:19
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    Doug Colkitt
    @0xdoug
    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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    aixbt
    @aixbt_agent
    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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    MartyParty
    @martypartymusic
    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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    based16z
    @based16z
    If the trade everywhere is "AI is real" then NVDA long near range lows and 200MA seems reasonable?
    2/4/2026 19:42
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    David 🏹
    @d_gilz
    Ripped some NVDA Mar 175c Earnings in 3 weeks and at range low after a week of spookiness
    2/4/2026 18:42
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    The Kobeissi Letter
    @KobeissiLetter
    BREAKING: MicroStrategy, $MSTR, hits its lowest level since September 2024 as the company's Bitcoin position nears a -$3 billon loss. The stock is now down -78% since its November 2024 record high. https://t.co/BtrLahHHa6
    Post Media
    2/4/2026 18:31
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    Sam
    @futurenomics
    One of my biggest trading mistakes I made this year was being a net seller of btc vol via cb/hood/crcl even though I knew it was underpriced due to the dats
    2/4/2026 18:20
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    The Kobeissi Letter
    @KobeissiLetter
    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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    The Kobeissi Letter
    @KobeissiLetter
    BREAKING: MicroStrategy's, $MSTR, Bitcoin position is now down over -$2 billion as Bitcoin drops below $73,000. https://t.co/n95vlKEGxW
    Post Media
    2/4/2026 17:25
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    Donk Crypto Gay
    @DarkCryptoLord
    will $MSTR hit $50 by June?
    2/4/2026 15:19
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    xStocks
    @xStocksFi
    xStocks is sponsoring the Asia Macro Summit stage at #ConsensusHK. @marklg will be speaking on February 12 on how tokenized equities unlock global market access. Catch the xStocks team on site to discuss why RWAs matter. https://t.co/A593A5gAof
    Post Media
    2/4/2026 06:52
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    Coin Bureau
    @coinbureau
    💰 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...
    Post Media
    2/4/2026 06:50
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    MartyParty
    @martypartymusic
    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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    The Kobeissi Letter
    @KobeissiLetter
    BREAKING: Nvidia stock, $NVDA, extends its decline to -5% on the day as AI stocks pull back sharply. https://t.co/SaBDT3QJMo
    Post Media
    2/3/2026 19:59
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    Andrew
    @AP_Abacus
    Jim Cramer continues to troll Bitcoin and $MSTR: https://t.co/hMZRAM35Zm
    Post Media
    2/3/2026 19:14
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    Stoic
    @Stoiiic
    now for the elephant in the room, what happens when SPY actually starts to retrace?
    2/3/2026 19:05
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    Coin Bureau
    @coinbureau
    ⚡️SAM ALTMAN SIGNALS DEEPER TIES WITH NVIDIA OpenAI CEO Sam Altman says he hopes to remain a “gigantic customer” of $NVDA for years, underscoring continued reliance on Nvidia’s chips to power AI expansion. https://t.co/pgVeX3D0nw
    Post Media
    2/3/2026 18:30
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    xStocks
    @xStocksFi
    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...
    Post Media
    2/3/2026 16:23
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    Pio
    @piovincenzo_
    My stock port is surprisingly green on the day despite MSTR’s dump https://t.co/jfddmHLFhu
    Post Media
    2/3/2026 16:15
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    Bob Loukas 🗽
    @BobLoukas
    $CRCL - Some nearly paid $300 a share! People keep ignoring the evidence. https://t.co/e9mI126n1U
    Post Media
    2/3/2026 15:12
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    curb.sol
    @CryptoCurb
    $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 ...
    Post Media
    2/3/2026 15:00
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    McKenna
    @Crypto_McKenna
    $CRCL below it's current IPO opening price. Will take some time but this will eventually be a good buy. https://t.co/DqtFcyrqPb
    Post Media
    2/3/2026 14:24
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    kook 🏝️
    @KookCapitalLLC
    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...
    Post Media
    2/3/2026 13:56
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    Anthony Pompliano 🌪
    @APompliano
    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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    xStocks
    @xStocksFi
    This week’s earnings reports include major names. Companies like @Google, @amazon, and @pfizer are reporting. xStocks continue trading onchain as markets react. https://t.co/Jqfs5HQz38
    Post Media
    2/3/2026 13:46
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    Coin Bureau
    @coinbureau
    💰 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...
    Post Media
    2/3/2026 08:50
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    Justin Trimble
    @justintrimble
    NVDA is due a 5 to 10 percent pop. Silly for it to be down today.
    2/3/2026 04:16
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    IncomeSharks
    @IncomeSharks
    The $SPY chart glitch is terrifying. https://t.co/e4GGqhj5M9
    Post Media
    2/3/2026 02:48
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    Clouted
    @CloutedMind
    i imagine elon will eventually just pile SpaceX, xAI, TSLA, X and The Boring Company all under one umbrella and itll probably be worth $10T or someshit
    2/2/2026 22:15
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    The Kobeissi Letter
    @KobeissiLetter
    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...
    Post Media
    2/2/2026 20:26
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    Alistair Milne
    @alistairmilne
    MSTR is the same price it was when Bitcoin was $83k ....which means....
    2/2/2026 15:39
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    Artchick (ETH/acc) 🔥👠
    @digitalartchick
    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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    The Kobeissi Letter
    @KobeissiLetter
    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 ...
    Post Media
    2/2/2026 14:59
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    Rex
    @R89Capital
    Being a TSLA shareholder is hard cause on one hand, it's an amazing company doing incredible work in AI, robotics, and energy... While on the other the CEO is a desperate weirdo who tried and failed to get invited to Epstein parties https://t.co/6KyO...
    Post Media
    2/2/2026 14:00
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    The Wolf Of All Streets
    @scottmelker
    JUST IN: STRATEGY $MSTR BUYS 855 $BTC FOR ~$75.3M, NOW HOLDS 713,502 $BTC WORTH ~$55.7B
    2/2/2026 13:27
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    Michael Saylor
    @saylor
    Strategy has acquired 855 BTC for ~$75.3 million at ~$87,974 per bitcoin. As of 2/1/2026, we hodl 713,502 $BTC acquired for ~$54.26 billion at ~$76,052 per bitcoin. $MSTR $STRC https://t.co/tYTGMwPPUF
    2/2/2026 13:02
    4.8M
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    0xMarioNawfal
    @RoundtableSpace
    Bitcoin dipped to >75k, briefly below MSTR’s average buy $76,037 Saylor’s flipping fries rn https://t.co/kjFyc3u9tZ
    Post Media
    2/2/2026 08:45
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    Quinten | 048.eth
    @QuintenFrancois
    After 5 years of consistently accumulating 3% of the total $BTC supply, $MSTR's Bitcoin position is now underwater... https://t.co/nUkLXs6kzR
    Post Media
    2/2/2026 06:56
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    Alistair Milne
    @alistairmilne
    In my opinion, $MSTR proceeds from pref share sales (any non ATM stock funds raised) should be saved for TWAP'ing over weekends RT if you agree
    2/1/2026 21:33
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    The Kobeissi Letter
    @KobeissiLetter
    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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    Louis Sykes
    @haumicharts
    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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    VIKTOR
    @thedefivillain
    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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    Coin Bureau
    @coinbureau
    🚨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...
    Post Media
    1/31/2026 19:06
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    The Kobeissi Letter
    @KobeissiLetter
    BREAKING: MicroStrategy's, $MSTR, Bitcoin position officially turns red as Bitcoin falls below $76,000. https://t.co/IRZjYzJS8H
    Post Media
    1/31/2026 18:46
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    The Kobeissi Letter
    @KobeissiLetter
    BREAKING: MicroStrategy's, $MSTR, Bitcoin position worth over $54 billion is now just 3% away from turning red.
    1/31/2026 17:40
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    The Kobeissi Letter
    @KobeissiLetter
    BREAKING: Talks over a $100 billion deal between OpenAI and Nvidia, $NVDA, have stalled. Nvidia's Jensen Huang has reportedly "privately criticized" OpenAI's business strategy. https://t.co/Ebf6OqDdJk
    Post Media
    1/30/2026 23:52
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    CJ
    @CJ900X
    $MSTR I think we're putting in a bottom here tbh https://t.co/jdshOR2VsW
    Post Media
    1/30/2026 23:18
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    Nate Geraci
    @NateGeraci
    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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    aixbt
    @aixbt_agent
    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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    matthew sigel, recovering CF...
    @matthew_sigel
    You can see really the flight to quality in the markets today with $MSTR +1% and Silver -19%.
    1/30/2026 17:00
    39K
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    xStocks
    @xStocksFi
    Q4 2025 earnings recap across select xStocks: $METAx, $MSFTx, $AAPLx, and $Vx reported growth. $TSLAx saw a revenue pullback. $UNHx was largely flat. All available to trade onchain. https://t.co/8ATYtjHynE
    Post Media
    1/30/2026 17:00
    16K
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    Donk Crypto Gay
    @DarkCryptoLord
    let's see if buy-the-rumour-and-sell-the-news play works for $TSLA entered at $424 on average hehe.
    1/30/2026 15:40
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    xStocks
    @xStocksFi
    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://...
    Post Media
    1/30/2026 09:31
    20K
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    Fred Krueger
    @dotkrueger
    your checklist ✅ cold storage ✅ ETFs / mstr for "in system" diversification ✅ complete long term conviction
    1/30/2026 04:26
    17K
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    Coin Bureau
    @coinbureau
    🚨APPLE RELEASES Q1 EARNINGS! $AAPL Q1 revenue jumps 16% YoY to $143.76B. iPhone sales surged 23% YoY to a record $85.27B, while Apple’s active device base crossed 2.5Billion globally. https://t.co/siyXpQ3Bn2
    Post Media
    1/30/2026 04:00
    12K
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    Rex
    @R89Capital
    Why is TSLA randomly pumping after hours today? https://t.co/ZCoQw1hohg
    Post Media
    1/29/2026 22:23
    3.3K
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    Mindshare Trend

    MSTR 0.51%
    15.09%
    Down
    COIN 0.33%
    148%
    Up
    NVDA 0.20%
    16.71%
    Up
    TSLA 0.17%
    -24.57%
    Up
    HOOD 0.11%
    129%
    Up
    SPY 0.10%
    14.31%
    Down
    GOOGL 0.07%
    60.42%
    Down
    CRCL 0.05%
    -8.34%
    Down
    AAPL 0.04%
    10.59%
    Down

    Top Bullish Mindshare

    ALL
    EX-MAJORS

    Top Bearish Mindshare

    ALL
    EX-MAJORS