COINBASE $COIN HEAD OF POLICY FOR EUROPE KATIE HARRIES SAYS THE EXCHANGE DOES NOT FEAR GROWING COMPETITION FROM WALL STREET FIRMS ENTERING CRYPTO https://t.co/0JeEgYxThO
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.
🚨NEW: Nvidia is now larger than 7 of the S&P 500's 11 sectors.
NVDA accounts for a record 8% of the index.
Bigger than Utilities, Real Estate, and Materials combined.
Bigger than Germany's entire economy.
And it's responsible for 20% of the ...
5/25/2026 20:12
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Shocking stat of the day:
Nvidia, $NVDA, now accounts for a record 8% of the S&P 500’s market cap and is now larger than 7 of the index's 11 sectors.
The only bigger sectors are Information Technology, Financials, Communication Services, and Co...
5/25/2026 16:49
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It's not stupid to be bearish $MSTR but it's stupid to be bearish MSTR while somehow thinking that BTC will be fine
And if you think we have to get rid of Saylor for BTC to get interesting again, then you can probably ignore bitcoin for the next 5 y...
5/23/2026 09:29
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midday thoughts 22 may 26
soggy reaction seen on $NVDA post earnings. Funnily, it even reached 215 at one point of the trading session. On guiding for 20B in standalone Vera CPU revs, the mkt has decided to reward the rest of the CPU tickers with $A...
5/22/2026 18:18
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$HYPE has proven now that it has completely broken out of being considered a crypto asset
It is easier to view it thru the lens of
"A public company trading on a stock market"
than
"a crypto token"
$COIN, $HOOD, etc. are now much better comps.. ...
5/22/2026 02:38
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🚨BOFA SAYS "BUY THE DIP" ON NVIDIA
Bank of America reiterated its Buy rating on $NVDA and raised its price target to $350 after the chip giant posted record Q1 revenue of $81.6 BILLION.
BofA sees the AI market surpassing $3 TRILLION by 2030, with ...
5/21/2026 20:40
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Channel is back in full gear. This video will probably turn into a series since it's short, but here is a introduction to how I trade earnings which is relevant now after $NVDA 's yesterday.
Drop a follow if this interests you. 🔥 https://t.co/Q32ly...
5/21/2026 13:47
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The Morning Minute (5.21)
Powered by @yeet
⏰Top News:
-Crypto majors are slightly red on the day, following a NVDA beat; BTC at $77.1k
-HYPE leads all tokens up 15% on the day to $57.40, caught $25M in ETF inflows
-SpaceX discloses $1.45B in BTC h...
5/21/2026 11:53
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GS on $NVDA: "We expect upside to hyperscaler CapEx forecasts, which we believe are increasingly sustainable as Nvidia is driving over 70% annual token cost reductions as token prices stabilize or increase - which should improve underlying unit econo...
5/21/2026 11:16
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pre mkt thoughts 21 May 2026
Yields retraced last night on mkt optimism towards a sight of the end of the Iran war. 30Y yields dropped ~8bps from 5.18% to 5.1%. In asia trading, they have rebounded back slightly higher.
$NVDA earnings delivered a ...
5/21/2026 07:31
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With $NVDA's 25x dividend hike, its payout ratio goes from 0.8% of earnings → ~20% (on FY26 net income). About ~10% on Q1's annualized run rate.
The new dollar obligation of ~$24B/yr is roughly equal to everything they've announced in public equity ...
5/20/2026 21:25
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$NVDA just printed another HUGE quarter:
1. Revenue growth: 85% YoY
2. Q2 forecast: $91B vs $86.8B expected
3. $80B stock buyback authorization
4. Quarterly dividend raised to $0.25
5. $20B returned to shareholders in Q1
The AI boom is showing no s...
5/20/2026 21:08
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NVIDIA, $NVDA, EARNINGS SUMMARY:
1. Record quarterly revenue of $81.6 billion, above expectations
2. Q1 adjusted EPS of $1.87, above expectations
3. Q2 revenue guidance of $89.2 billion to $92.8 billion, above expectations
4. New $80 billion shar...
5/20/2026 20:31
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All eyes on Nvidia.
Today, Nvidia is set to report Q1 earnings with revenue expectations at a massive $78.8 BILLION for the quarter.
That's an ~850% increase since Q1 2022, before ChatGPT was announced.
Options markets are pricing-in a 7% implied ...
5/20/2026 16:16
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Top Assets Worldwide By Market Cap
1. Gold - $31.64T
2. $NVDA - $5.46T
3. $GOOG - $4.62T
4. $AAPL - $4.40T
5. Silver - $4.32T
6. $MSFT - $3.09T
7. $AMZN - $2.86T
8. All of crypto combined - $2.67T
9. $TSM - $2.08T
10. $AVGO - $1.99T
11. Saudi Aramc...
5/20/2026 16:01
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Michael @saylor explains the different ways to ride the Bitcoin rollercoaster:
"$MSTR is like the rocket, BTC is like the fighter jet, and STRC is like the 777 passenger jet"
"If you want the jet engine, you pull the Gs. You want the roller coaster...
5/20/2026 14:03
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We have a big FOMO HOUR show coming up in 25 minutes!
@wizardofsoho joins as we chat:
- Macro, NVDA earnings and bull/bear lean
- How bad is the interest rate situation
- Can alts really run against BTC
+ a lot more
Live at 10 am ET!
https://t....
5/20/2026 13:36
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🔥NVIDIA'S REPORT TONIGHT COULD MAKE OR BREAK THE ENTIRE AI RALLY
Nvidia $NVDA reports earnings at 5PM ET, and Wall Street is bracing for a $350B+ overnight market cap swing as options price in a massive 6.5% move.
Expectations are already insane: ...
5/20/2026 13:30
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BREAKING: China banned Nvidia's, $NVDA, RTX 5090D V2 gaming chip while Jensen Huang was visiting China with President Trump last week, per FT.
Details include:
1. The chip was added to a list of banned goods at China’s customs checkpoints last Frid...
5/20/2026 11:47
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i have been reply guying chris camillo for 9 months
every time i see him post i say hey bro look into $hype
when he posts about $hood specifically i shill him even harder
his cope will be unimaginable when $hype flips $hood and he can go back and...
5/19/2026 10:54
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the biggest unlock coming to hyperliquid is spot stocks
nothing else is close
spot stocks will turn hyperliquid into a true alternative to tradfi brokerage platforms
coming soon, i guarantee it
$hype will flip $hood when it happens https://t.co/x...
5/19/2026 08:53
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Shocking stat of the day:
Semiconductor stocks have accounted for more than half of the S&P 500's +8% year-to-date gain, or +563 index points.
NVIDIA, $NVDA, alone has contributed +110 index points to the S&P 500.
This is followed by Micro...
5/18/2026 17:48
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Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC https://t.co/y1zvePEuym
5/18/2026 12:20
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Key Events This Week:
1. April Pending Home Sales data - Tuesday
2. Fed Meeting Minutes - Wednesday
3. Nvidia, $NVDA, Reports Earnings - Wednesday
4. May Philly Fed Manufacturing Index - Thursday
5. May UMich Consumer Sentiment data - Friday
6....
5/17/2026 13:58
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BREAKING: Berkshire Hathaway discloses new purchases of Alphabet, $GOOGL, Macy's, $M, and Delta Airlines, $DAL.
Berkshire Hathaway has also exited its entire position in Amazon, $AMZN, UnitedHealth, $UNH, and Dominos Pizza, $DPZ. https://t.co/PyWj8X...
5/15/2026 20:18
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spacex ticker confirmed as $spcx
spcx will ipo in june
provided the ipo is successful and holds a ~$2 trillion valuation
you will see $tsla moon as well
in 2027 you can expect $spcx to buy $tsla (for ~40% premium)
the resulting conglomorate wil...
5/15/2026 19:06
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The greatest mystery in all of crypto right now is how both $CRCL and $COIN investors continue to give both companies high multiples for the same revenue stream that isn't converted into earnings by either company since they are both determined to pa...
5/14/2026 19:09
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NAKA — /nah-kah/
1 ⓝ = 0.16 × 10⁻² USD
The smallest measuring level in the Bitcoin Treasury Ecosystem.
"I gave the guy two Naka, as I felt sorry for him"
“Bro bought the top and got reduced to sub-Naka status.”
“MSTR moved 8,000 Naka before breakfa...
5/14/2026 14:08
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pre mkt thoughts
most degens (and me! im just a degen pls dont hurt me uwu) are probably eagerly awaiting one of the biggest IPOs for this year - $CBRS
touted as a $nvda killer - this is currently trading on HL with v thin volume at $285 - priced a...
5/14/2026 13:08
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$STRC scale is only constrained by 2 factors:
- $BTC price
- MSTR leverage ratio (which can partially be adjusted through the ATM to allow for more scaling)
STRC can easily attract $10bn more inflows if BTC doesn't dump (but that's almost tautologi...
5/14/2026 09:51
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It's official:
Nvidia, $NVDA, has surpassed silver as the second largest asset in the world, worth $5.52 trillion.
Google is less than 4% away from becoming the second company in history to hit $5 trillion in market cap.
We are witnessing a histor...
5/13/2026 18:25
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BREAKING: Nvidia, $NVDA, officially becomes the first company in history to hit a market cap of $5.5 trillion.
The stock is at a fresh record high after Nvidia CEO Jensen Huang was invited on President Trump’s trip to China. https://t.co/NIs8RwKzhX
5/13/2026 13:39
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The Daily Degen - Wednesday, May 13th, 2026
Flights, Yields, Raises, Stonks, Macro, Videos, + New Projects! + $BTC, $CRCL, $SOL, $MSTR and more!
Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!):
-...
5/13/2026 05:25
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BREAKING: President Trump says "the great" Jensen Huang of Nvidia, $NVDA, is currently on the Air Force One with him on the way to China.
Trump says Elon Musk, Tim Cook, Larry Fink, Stephen Schwarzman, David Solomon, and many other CEOs are joining ...
5/13/2026 03:15
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⚡️COINBASE NOW LETS USERS BORROW AGAINST SOL
Coinbase ($COIN) users can now borrow up to $100,000 against their $SOL holdings through Morpho on Base, adding to its crypto-backed lending options.
Coinbase says its crypto-backed loans have already su...
5/12/2026 16:35
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Tokenized stocks went from $2 million to $1.4 billion in under a year.
Q1 2026 alone saw $15 billion in spot trading volume across tokenized equities.
Most of that is what you'd expect. Tesla, NVIDIA, Google, SPY, QQQ.
People are buying onchain be...
5/12/2026 15:56
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📜FULL LIST of US CEOs flying to Beijing with President Trump this week:
$AAPL Apple's Tim Cook
$BLK BlackRock's Larry Fink
$TSLA Tesla's Elon Musk
$META Meta's Dina Powell McCormick
$GS Goldman Sachs's David Solomon
$BX Blackstone's Stephen S...
5/12/2026 08:50
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While everyone was busy chasing $NVDA they ignored $SNDK at the lows. While everyone was busy chasing Bitcoin they missed $HOOD at the lows. While everyone was chasing $GOLD they missed Semis. And while everyone is chasing Semis and Memory they are m...
5/11/2026 16:28
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Strategy has acquired 535 BTC for ~$43.0 million at ~$80,340 per bitcoin and has achieved BTC Yield of 9.4% YTD 2026. As of 5/10/2026, we hodl 818,869 $BTC acquired for ~$61.86 billion at ~$75,540 per bitcoin. $MSTR $STRC https://t.co/qScHXi2BBJ
5/11/2026 12:02
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As $MU trades above $800, whale “0x577,” holding a 3x $MU long position, now has a floating profit of over $5M.
The whale also holds $GOOGL and $SKHX long positions, bringing total profit to over $5.5M.
https://t.co/Y6wA279yyT https://t.co/uGyCiOkn...
5/11/2026 00:27
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My latest thoughts on $BTC, $STRC, and $MSTR with @TheBonnieChang and @davidlin_TV at Consensus 2026.
0:00 - Strategy’s Bitcoin sale controversy
0:36 - Why Strategy may sell Bitcoin
3:12 - “Never sell your Bitcoin” explained
4:40 - How Strategy buys...
5/9/2026 21:28
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The $MSTR / $BTC ratio looks a lot like something that has bottomed and wants to go up
These 200 days of absolutely relentless bleeding in 2025 have done a lot to wash out all the FOMO buyers of late 2024
(If BTC goes down again, the ratio will mos...
5/9/2026 10:32
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A whale "0x865" has opened 16,573 $ZEC long position with 10x leverage valued at $10.2M with liq price of $565.64 in the past 3 hours.
The whale also holds $ORCL (10x) and $NVDA (20x) long position
https://t.co/qFPLY4vkIh https://t.co/kaItrgNxLO
5/9/2026 00:09
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$SPY - When you look at just the OBV chart you'd never guess price is sitting way up higher at an ATH. Until it plays out it's hard to tell if we had such an unusual rally that it broke traditional indicators or it's just a bear div in the making tha...
5/8/2026 17:04
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Stock trading experience vs. Crypto trading experience:
- I bought the 1H 200MAs breakout on $GOOGL; my target is infinity. my position was never underwater and price continues to move vertically into new ATHs
- I bought the 12H 200MAs reclaim on $...
5/8/2026 15:31
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Retail demand for tech stocks is exploding:
Individual investors bought +$1.1 billion of tech hardware stocks in the week ending May 6th, the 2nd-largest weekly purchase on record.
This group includes Apple, $AAPL, SanDisk, $SNDK, Dell, $DELL, Supe...
5/8/2026 14:50
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This is absolutely insane:
Alphabet, $GOOGL, Nvidia, $NVDA, Amazon, $AMZN, Broadcom, $AVGO, and Apple, $AAPL, have collectively accounted for ~50% of the S&P 500's total gains since April 1st.
This means these 5 stocks have added ~6 percentage ...
5/8/2026 13:43
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it's understandable that the market is skeptical around $coin and @coinbase
we're saying agentic payments on x402 open standards are taking off, but the q1 onchain data says the exact opposite
what use cases do we expect to generate meaningful non-...
5/8/2026 12:36
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Is $BTC a stronger asset when:
- everyone believes (and prays) that Saylor will never sell a coin
OR
- when Saylor sells some once and people realize it doesn't have an impact on the price
The answer is obvious, and it is why I see the recent MST...
5/7/2026 09:17
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i've been posting for months that the biggest risk related to saylor is if STRC gets too big and saylor is unable to sell btc to save it
i said it again and again and the MSTR fanboys all called me an idiot for "not getting it"
ironically now that ...
5/6/2026 21:21
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🚨$HUT +25% pre-market
>Announces $9.8B, 15-year triple net lease with high-investment grade tenant
>Phase 1 engineered to NVDA specs
>VRT, JEC provide engineering and program management
>Lease extension to 30 years would bring total cont...
5/6/2026 11:07
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On the topic of $MSTR selling $BTC:
- First, it's nothing new, they have been signaling for months now that selling BTC to fund dividends was an option. It was already the case on the last earnings call
- It's true though that they looked even mor...
5/6/2026 09:19
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The primary marginal bid in the Bitcoin market right now isn't ETFs. It's corporate treasuries.
ETFs are currently absorbing 1,160 BTC per day. Treasury companies, aka MSTR, are running at roughly 1,834 per day. Strategy bought 50,000+ in April alon...
5/6/2026 00:22
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no matter what your fundamental view on $MSTR may be, it is an undeniable fact that there is simply no other company in the world that can trade $1 BILLION NOTIONAL via options in a single day over 3(!) trades (h/t:@saylor)
it is a technical marve...
5/5/2026 23:07
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It’s proxy season, and as we carefully vote $NODE’s shares, it’s worth highlighting an interesting proposal from Strategy $MSTR that we feel compelled to weigh in on -->
Proposal:
"To approve and adopt an amendment and restatement of the Certific...
5/5/2026 20:46
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⚡️NEW: GOOGLE BUILDS AI “PERSONAL AGENT”
Google $GOOGL is developing a new Gemini-based agent that can take actions on behalf of users, per Business Insider.
The tool, internally called “Remy,” is being tested by employees and integrates across Goo...
5/5/2026 17:58
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Taking massive long-term gains in NVDA and TSM. May miss more upside, but bought the bottom and already have big assymetric positions with BTC and NFTs.
Moving semi profits into short term treasuries.
Will sit on my hands until the next obvious opp...
5/5/2026 13:07
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Q1 public cloud results saw a remarkable further inflection despite ongoing supply constraints that continue to put a ceiling on revenue in the near term, as GOOGL highlighted on their call.
Revenue growth for the four largest US CSPs (cloud servic...
5/4/2026 14:17
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MSTR/BTC weekly ratio led BTC at major peak and troughs for the past two cycles. The trend on the absolute and relative charts is now improving.
Below: the technicals. Weekly timeframe to cut out the short term noise. MSTR holds more BTC than IBIT, ...
5/4/2026 07:08
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RIOT +8%...Market pricing in lower cost of capital as expanded AMD deal drives lender confidence.
Per the 10-Q, the $200M debt credit facility from COIN (renewed last week to April '27 and shifted to a fixed rate from floating), is 6.15% (from 8.3% a...
5/1/2026 19:27
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🚨MSTR SURGES 33% IN APRIL AS STRATEGY HOLDS DOUBLE-DIGIT DIVIDEND
Strategy maintained STRC’s 11.5% dividend for May after MSTR posted its first positive month in nine, rallying 33% in April.
The rebound came alongside Bitcoin’s strongest monthly p...
5/1/2026 11:00
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⚡️FLASHBACK: WHEN GOOGLE BOUGHT YOUTUBE
$GOOGL acquired YouTube for $1.65B in 2006. Today, YouTube generates about $1.65B in revenue every 15 days.
YouTube now has over 2.7B monthly users and generated more than $40B in annual ad revenue in recent ...
4/30/2026 21:00
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BREAKING: Alphabet, $GOOGL, has added +$420 billion in market cap today and is now just 6% away from surpassing Nvidia as the world’s most valuable public company.
Alphabet is on track to post the largest single-day market cap gain in history. https...
4/30/2026 18:43
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The Ethereum vs Nvidia comparison is so stupid and pointless.
As if it proves crypto is dead and AI is the only play now. It doesn't.
Yeah no shit NVDA outperformed ETH since 2021.
But the money you could've made across the broader crypto during t...
4/28/2026 08:36
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Some thoughts -
$NVDA going for a breakout will probably suck liquidity for AI names first before resetting the floor for AI valuations.
However, yst $POET dropping led to big hits in unrelated names like $SIVE, $LPTH - shows how much retail concen...
4/28/2026 07:42
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Nvidia is making history again:
Nvidia, $NVDA, now represents 4.96% of the MSCI All Country World Index (ACWI), near the highest level on record.
The ACWI Index covers ~85% of global equity markets, including large and mid-cap stocks.
Nvidia’s wei...
4/28/2026 02:15
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BREAKING: Over 560 Google, $GOOGL, employees have signed an open letter to the CEO urging him refuse to let the US government use its AI technology for classified military operations.
"We want to see AI benefit humanity, not being used in inhumane o...
4/27/2026 21:08
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the most famous bear of all time is michael burry
in q3 2025 he spent $10 million on $nvda $110 strike puts
since then, nvda has added +$1 trillion in market cap
he had to close his fund at the end of 2025
perma-bear-ism is a mental illness
do y...
4/27/2026 17:29
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Strategy has acquired 3,273 BTC for ~$255.0 million at ~$77,906 per bitcoin and has achieved BTC Yield of 9.6% YTD 2026. As of 4/26/2026, we hodl 818,334 $BTC acquired for ~$61.81 billion at ~$75,537 per bitcoin. $MSTR $STRC https://t.co/HnXQ1OY6Yv
4/27/2026 12:02
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Imagine being bearish $TSLA here and thinking it’ll continue to lag while other stocks are absolutely sending
More likely we’ll see $400+ this coming week especially with sentiment being so negative
I increased my holdings by 10% on Friday
4/26/2026 10:28
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📈 Big Tech's AI spending has officially gone PARABOLIC.
In 2026, the four largest hyperscalers, $MSFT, $GOOGL, $AMZN, and $META, are projected to spend a combined $635 - $700 BILLION on capital expenditures.
That's a 67-74% increase from 2025's al...
4/26/2026 10:00
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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.










































































