COINBASE $COIN CHIEF LEGAL OFFICER PAUL GREWAL TO STEP DOWN AFTER 6 YEARS, TRANSITION TO ADVISORY ROLE
Tokenized Stocks
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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.
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base and solana are learning a hard lesson rn
and it will only get worse
if robinhood takes 40% of onchain meme volume they add 30% to their quarterly results
$hood stock pumps
toly is the most mid curve founder of all time
armstrong doesnt get ...
7/9/2026 21:48
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I asked @TheOtherParker_ whether Strategy is the Terra/Luna or FTX of this cycle.
His answer: the whole point of MSTR is leveraged reflexivity, so it has to work on the way down too. That is not the same as a structural collapse. ⚖️ https://t.co/SzU...
7/9/2026 19:15
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The AI arms race is driving record Big Tech borrowing:
Amazon $AMZN, Alphabet $GOOGL, Nvidia $NVDA, Meta $META, Oracle $ORCL, and SpaceX, $SPCX, have issued a record $182 billion in investment-grade bonds so far in 2026.
This marks a +1,300% increa...
7/9/2026 18:29
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Recap of the past 2 weeks in crypto:
- $BTC managed to hold the line at $58k after several breakdown attempts, and despite intense MSTR+STRC FUD leading to both asset dumping hard. Peak FUD seems behind us, STRC bounced from $72 to $90, and BTC is a...
7/7/2026 23:49
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$MSTR's $135M BTC sale last week doesn't count against the $1.25B Monetization Program (untapped per yesterday's 8-K).
Why? The program caps cash reserve-funding sales only. Direct div payments are off-program. MSTR has more BTC selling capacity tha...
7/7/2026 16:48
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SpaceX officially joins the Nasdaq-100 today. One of the fastest inclusions ever.
Get access to tokenized SpaceX through $SPCXx.
Trades 24/7 onchain across Solana, EVMs and TON, plus exchanges like Bybit, Kraken and more.
$350M+ traded. $27M AUM. ...
7/7/2026 11:17
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Some nice relative strength in Bitcoin today.
Up on Saylor selling. Up on AI trade falling (last week and intra-day today). Bitcoin likes the MSTR de-risk and weakness in AI (capital drain). All occurring at monthly support at $60K. Very grassroots a...
7/6/2026 23:14
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BTC has intellectual debt from dysfunctional development and the "21M hard cap" theater.
BTC has structural debt from being overwhelmingly subsidized by issuance with no clear path to becoming self-sustainable.
BTC has economic debt from MSTR's irr...
7/6/2026 22:52
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It's probably an indication of current BTC sentiment that Anthony Pompliano was in the Oval Office today for the meeting on kids' investment accounts and it doesn't seem to be getting much attention from traders. MSTR obviously has the headlines for ...
7/6/2026 16:28
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We were having a chat in the weekly Wizdom telegram and a great point was made regarding MSTR. The selling they just did is actually not bearish. If anything it’s bullish beside now they have a 2 year runway for dividends. Twice the liability actuall...
7/6/2026 15:44
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Honestly respect Stratefy for starting to rip the bandaid off and sell BTC vs. dilute MSTR more w/ ATM at this low of an mNAV.
Also encouraging Bitcoin was able to hold $60K.
Just wish we would have seen closer to $1B in sales this last week rather...
7/6/2026 12:26
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The AI spending boom is redefining the US economy:
AI CapEx across Alphabet, $GOOGL, Amazon, $AMZN, Meta, $META, Microsoft, $MSFT, and Oracle, $ORCL, is projected to rise to ~3.2% of US GDP in 2027.
If that materializes, annual CapEx will surpass n...
7/5/2026 14:33
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🔥NVIDIA’S AI SUPPLY CHAIN RECORDS 52% SURGE
$NVDA server assembly partner Hon Hai, also known as Foxconn, reported stronger-than-expected quarterly sales.
June revenue jumped 52%, pushing Q2 sales up nearly 40% to $79 BILLION.
AI server demand is...
7/5/2026 14:29
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Crypto Special - 4 Jul 26
Seasonally, $BTC has always had a positive month after a bloody June, this was the case in the most recent bear market (2026). A few other points make the case for the local bottom of $BTC to be in as well. Last week we had...
7/4/2026 03:16
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🔥WALL STREET ANALYST SEES MSTR HITTING $570
Mark Palmer, Senior Equity Research Analyst, says Strategy’s $MSTR could climb to $570.
That target starts to look more realistic if Bitcoin rebounds from the $60K range back toward $95K by year-end. htt...
7/3/2026 14:45
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EOD recap - 2 Jul 26
Overall huge bloodbath in momentum factors today. NDX was down 1.6% with SPX down marginally. However underneath the surface lies a huge sectoral rotation. $AAPL was up 4.64% - just to give you an idea of the sheer amount that s...
7/2/2026 21:06
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For crypto to pump again, retail needs to stop making money elsewhere.
It's happening:
- KOSPI dumped 7.9% today, -18% from ATH. And it's still +85% YTD, so the unwind has room
- Gold -27% and silver -50% from their records
- $NVDA -16%, $MU -18%...
7/2/2026 09:50
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ct very excited about $lit as the main hyperliquid cope play
the robinhood announcement is big i agree
but its big for the people that own the businesses, not those that hold a gov token that accrues no value
its big for $hood investors and lighte...
7/1/2026 22:43
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"$AAPL seeks to buy Chinese-made memory chips with lobbying push": Reports
As an FYI, VanEck just launched the 1st US-listed China Semi ETF: $SMHC already +$200M inflows in 5 trading days.
Will be fun to watch this one as the 2 leading Chinese memo...
7/1/2026 21:54
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🔥 NEW: @RobinhoodApp adopts Chainlink as its official data & cross-chain oracle for the Robinhood Chain
Live on day-1, @Chainlink is now powering Robinhood Chain & all Robinhood-issued assets, including Stock Tokens like $NVDA, $GOOG, $AAPL...
7/1/2026 19:34
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The Daily Degen - Wednesday, July 1st, 2026
Compute, Equity, Novels, Gachas, Macro, Videos, + New Projects! + $CRCL, $OUSD, $VVV, $BTC, and more!
Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): ...
7/1/2026 18:53
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I believe that the correct takeaway from OUSD is actually quite nuanced, both specifically to what it means for Circle / Tether / Paxos and more broadly about what it means for adoption and the likelihood of being successful (warning, very long post)...
7/1/2026 11:48
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Odds dropped 10% today on the Clarity Act passing this year on the same day $CRCL drops double digits on news of a new stable coin (OUSD). All while Bitcoin is trying to find support. Crypto could use some direction right now outside of more memes be...
7/1/2026 02:38
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Should Strategy proactively sell Bitcoin now to protect shareholders later?
Kaleo makes the case for selling, and gets pushback
Kaleo: "Issuing MSTR is good here. If they were able to just unload a few billion dollars worth of Bitcoin and say the p...
6/30/2026 19:59
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ill take the other side of the markets assurance that $crcl is finished bc of $ousd
ousd is a corporate attempt to shake the yield from stablecoin issuers and let businesses keep it
160+ partners will all launch their own stablecoin using $ousd te...
6/30/2026 19:31
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$CRCL crashed 15%+ this morning. It may be oversold. Some stablecoin hot takes:
Today a consortium called Open Standard, backed by Stripe, Visa, BlackRock, Coinbase, BNY Mellon, and 140+ other firms, announced Open USD (OUSD), a new stablecoin launc...
6/30/2026 18:15
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📉 MAG 7 STOCKS LOSE OVER $2.3T IN JUNE IN THEIR WORST MONTH IN OVER A YEAR
Apple $AAPL, Microsoft $MSFT, Nvidia $NVDA, Amazon $AMZN, Alphabet $GOOG, Meta $META and Tesla $TSLA have erased $2.3T in market value this month.
The group is down around ...
6/30/2026 08:28
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last one I promise
these MSTR/Saylor fantards are saying "yooo BTC at 2100 will be global internet superpower money"
then celebrate that Saylors ponzi collapse was delayed by 1 fucking calendar year
where is your "2100 vision yet"
there is no lon...
6/29/2026 13:22
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crypto natives are brokies, realistically all worthwhile rallies since ETF inceptions
Were literally combo of ETFs and Saylor buying, smashing billions of dollars in market buys at dogshit execution
Now, Saylor is out of money to buy BTC (unless M...
6/29/2026 12:42
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In today's @Unchained_pod Daily newsletter:
🔥 Strategy's MSTR premium vanishes
⚖️ Bipartisan senators call on the CFTC to investigate Polymarket
📈 Securitize is set to debut on the NYSE with a huge raise
🎯 Read it now… and make sure you never mis...
6/29/2026 12:00
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You might not know about Bending Spoons. But you’ve most likely used their products.
WeTransfer. Evernote. Vimeo. And 50+ more.
They're going public next week. And we’re tokenizing it.
Submit interest on @krakenfx and other xStocks Alliance partn...
6/29/2026 04:19
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If I was Saylor I'd bite the bullet and sell enough BTC to retire STRC
Would cause immediate pain for BTC but once resolved it'd be able to go higher again
Unfortunately doubt he'll do that, the uncertainty persists and BTC + STRC +MSTR keep bleedi...
6/28/2026 23:00
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Elon controls 80% of SpaceX voting shares. He will get what benefits him most. SpaceX will absorb Tesla whether people like it or not. I used to own Tesla stock. It was an incredible ride. I wouldn't wait around to get my swap to $SPCX if I still hel...
6/27/2026 15:58
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The market's rally is broadening:
The S&P 500 equal-weight ETF, $RSP, has outperformed the S&P 500 ETF, $SPY, by +5.0 percentage points so far in June, on track for its best monthly outperformance since 2009.
That would also mark $RSP's 2nd...
6/27/2026 14:01
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Crypto + Macro Stuff I'm Looking At Today
...
- $JITO and $CAP are both up over 30% today as far as bright spots go
- Crypto now down over 50% overall from previous ATH though
- Bunch of other stuff down big too actually... $COIN down 69%, $NFL...
6/26/2026 20:28
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The correct reaction from the market being bearish on MSTR, STRD AND BTC should not be to get spooked out from the whole asset class...
It should be to pivot into the thing that has native yield, that doesn't have structural selling from miners, tha...
6/26/2026 19:45
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Most people do not realize how many tech giants are already deep bear market territory.
Tech Stocks From Record Highs:
1. Coinbase, $COIN: -69%
2. Oracle, $ORCL: -57%
3. Salesforce, $CRM: -57%
4. ServiceNow, $NOW: -56%
5. Netflix, $NFLX: -48%
6. Pa...
6/26/2026 13:11
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The huge bet on Elon was $TSLA , but the time has come to swap that over to $SPCX . The eventual merge will be more fruitful this way. You get to own space, AI, chip fabs, starlink, even own the everything app here. Day one price today too. People ar...
6/26/2026 12:46
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🚨 MICRON JUST OVERTOOK NVIDIA AND TESLA AS THE MOST TRADED STOCK IN AMERICA
$MU daily turnover surpassed $70B for the first time, more than either $NVDA or $TSLA managed over the last year.
The stock is now up 268% YTD and trading at around $1.2K ...
6/26/2026 12:00
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🚨EVERYONE IS MISSING THE REAL MICROSTRATEGY RISK!
I see a lot of flawed opinions about the MSTR risks. People talking about how Saylor may be forced to sell Bitcoin to pay the dividend.
This is a risk. But if it did happen it would be controlled s...
6/26/2026 08:12
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Funny how @saylor went from hero to villain the moment the chart stopped going up. All of a sudden everyone is a MicroStrategy quant calling for generational lows for both $MSTR and $BTC.
So yeah, either it's over for the space, or we are just very ...
6/26/2026 08:06
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Contrarian call: Chris Wood adds Hynix and Kioxia to model portfolio (and adds to Samsung); removes $googl and $baba.
"The story that the DRAM industry has changed structurally, and that the companies should now be valued on a price to earnings basi...
6/25/2026 22:57
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Actual quote from an $MSTR bull:
"The price is telling you people are way too emotional about the FUD they are reading"
Have y'all stopped to consider that maybe there's a slight possibility that the price is just reflecting the reality of the situ...
6/25/2026 20:42
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$MSTR
Now down -84% from all time highs. MSTR continues to issue common stock to purchase small amounts of BTC and adding to the 1.4Bn USD reserve.
I have no idea how the STRC situation will play out and if Saylor just continues issuing MSTR to top...
6/25/2026 17:12
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🚨STRATEGY STOCKS IN FREEFALL AS BITCOIN CRASHES BELOW $59,000
$STRC just hit a record low of $75, while $MSTR plunged to its lowest level since March 2024.
Strategy's Bitcoin holdings are now sitting on more than $14 BILLION in unrealized losses. ...
6/25/2026 15:23
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mkt thoughts 25 Jun 26
Frantic moves over the NYO with hyperscalers hating the memory print. $AAPL also announced the increase in pricing because of memory, this has led $AAPL for the first time to be leading the sell-off with $GOOG $AMZN $META and ...
6/25/2026 14:04
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on saylor, $strc and $mstr
he cant be forced out
and he cant be liquidated
if we need to see saylor sacrificed for $btc to move up then we have years of pain ahead of us
even at this btc price strategy has over $50 billion in assets and only $8 ...
6/25/2026 13:59
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Our Head Of Research @KyleReidhead recently bought SpaceX after selling $HOOD, where he's up 50% in a few months.
ICYMI: Robinhood recently ran, and the SpaceX IPO is a big reason why (save this).
About 855,000 people got SpaceX shares through the ...
6/25/2026 13:29
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The Morning Minute (6.25)
Powered by @yeet
⏰Top News:
-Crypto majors fall 1-2% as BTC goes sub-$60k before rebounding
-Micron stock jumps 19% pre-market after massive earnings beat, lifts markets
-MSTR and STRC fall to new 1-year lows as Saylor co...
6/25/2026 12:00
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Good morning guys, hope we see some good moves today with MU great earnings. We might just be in this new regime, where equities leaders carry the market (NVDA in the past). All in all expecting some green in the coming days in tradfi but crypto is s...
6/25/2026 10:55
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Se Yong says people have never been able to be early enough to the best trades.
"By the time that coin launches it's already raised 15 rounds and they're going to come out at 3 billion."
Coinbase, Robinhood, Binance could build it. But the best tra...
6/24/2026 18:47
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a little bit rant on the current state of crypto:
the one thing i really hate about CT is that -> we love to hate when prices are down.
during the bull, everyone said "oh tom lee is best bet and bull that ethereum got"
"saylor is fkn god for MS...
6/24/2026 18:40
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im just glad that market is smart enough to know that @saylor dilluting MSTR to zero to raise cash for the ponzi
wont fix the ponzi
bro has 10 months in cash worth of dividends payments and STRC and MSTR are still making new lows
#AppreciateTheLit...
6/24/2026 13:50
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🚨STRATEGY FALLS BELOW $100 FOR FIRST TIME SINCE MARCH 2024
$MSTR just dropped under $100, marking its LOWEST level in more than 2 years.
The Bitcoin proxy trade is getting hit hard as BTC weakness spills straight into Strategy. https://t.co/9Yalex...
6/24/2026 13:49
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If you believe that @nvidia will have a meaningful role in robotics development, you should be adding $BB to your portfolio.
The $BB x $NVDA partnership announced Monday is for "NVIDIA Halos for Robotics." It is the industry’s first full-stack, co...
6/24/2026 12:17
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🚨BREAKING: GOOGLE TO JOIN THE DOW, REPLACING VERIZON
S&P Global says Alphabet’s GOOGL shares will be added to the Dow Jones Industrial Average before Monday’s open, replacing Verizon.
The move gives megacap tech an even bigger presence in the ...
6/23/2026 21:53
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Saylor’s best bet is selling 300,000 BTC in one clip, retiring all prefs, and then ATMing MSTR only above 1x mNAV
What he will do instead is probably ATM to below 1x mNAV to build dividend reserve, invent new mNAV metric, keep ATMing, then invent a ...
6/23/2026 16:57
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🇺🇸NOW: NVIDIA SINKS BELOW $5 TRILLION AS INSTITUTIONS DUMP AI AND TECH STOCKS
$NVDA has fallen more than 3% today, slipping below a $5 trillion market cap as investors sell AI and tech names.
Tech focused index $QQQ is down 2.5%, while overall S&...
6/23/2026 16:39
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Google is cheaper than Apple, yet the company is growing at 2x the rate of Apple.
The critics are worried about a drop in free cash flow, but that could also present a substantial opportunity for those that believe…
$GOOG $AAPL
READ: https://t.co...
6/23/2026 12:30
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The Morning Minute (6.23)
Powered by @yeet
⏰Top News:
-Crypto majors fall 3-7% as stocks sell off; BTC at $62.3k
-Saylor raises $300M in cash; MSTR falls 5%
-Fomo app raises $75M at $550M valuation as they expand into everything app
-Bitmine, Shar...
6/23/2026 12:01
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Strategy sold 2.71M $MSTR shares via its ATM program, generating $335.5M in net proceeds.
The company used a portion of the funds to acquire 520 $BTC at an average price of $67,068 per Bitcoin.
At the same time, Strategy increased its USD Reserve b...
6/22/2026 20:30
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from the GOAT Torsten Slock @apolloglobal
AI stocks are now 47%, or nearly half, of SPY
~100 tech firms and a handful of energy tickers generated $6.2 trillion in value this year
the other ~400 companies erased a trillion dollars in market cap
...
6/22/2026 16:45
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NEW: Strategy added $300M to its USD Reserve, bringing the balance to $1.4B as it continues building support for the credit quality of its Digital Credit securities.
The company also acquired 520 BTC for $35M, increasing its bitcoin holdings to 847,...
6/22/2026 12:21
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Strategy has increased its USD Reserve by $300 million to $1.4 billion and plans to continue replenishing it to support the credit quality of its Digital Credit securities. We also acquired 520 BTC for $35 million, increasing our $BTC Reserve to ₿847...
6/22/2026 12:03
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Recap of the crypto market over the past 2 weeks:
- $BTC dumped from $74k to $60k in one week after the 32 BTC sale by Strategy. Increasing FUD around MSTR has lead $STRC to depeg to $83 at the bottom.
- The main perp DEXes have been doing well: $H...
6/20/2026 12:42
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When I gave this speech in October 2022, Bitcoin traded near $20,000, Strategy held 130,000 BTC worth about $2.6 billion, and $MSTR was ~$24 split-adjusted. Weeks later, after Bitcoin fell below $16,000, our debt exceeded the combined value of our BT...
6/20/2026 10:23
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It is important to zoom out and take a 30,000 foot view of crypto at times like this...
And to remember that ultimately, what will lead to crypto's success is not Saylor (or lack of Saylor), or $MSTR or $STRC, or even $BTC itself, or any one regulat...
6/19/2026 21:21
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Trade the largest IPO in history with the $SPCXx Perpetual Futures Trading Challenge on @krakenpro.
Up to 10x leverage. $15k in prizes.
Winners decided based on realized PnL. Two weeks left. Terms apply.
Get started here: https://t.co/M65OqNEfSr ...
6/19/2026 16:32
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SOME ADVICE TO SAYLOR:
- $STRC IS NOW WAY UNDER $100.
Theoretically @saylor should increase dividend to get to $100.
DON'T.
This will do more damage. It will put you closer to NEEDING to sell and that is depressing the entire market.
- STOP SEL...
6/19/2026 05:59
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Assuming we get continuation lower, there is a very nice level on $COIN at the IPO PoC (red line).
Now trading under the IPO Vwap. But I see no reason why they won't be a solid swing long if cycles repeat.
Anything under $100 will probably age wel...
6/19/2026 03:42
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MSTR has 32 Billion in net cash.
(54B BTC+Cash, 22B Debt+Prefs)
If BTC goes back to 120 the number is 104 Billion
(128B BC+Cash, 22B Debt+Prefs)
There are <10 companies with 100B in net cash.
The entire problem is solved by. BTC appreciation.
I...
6/19/2026 01:07
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re MSTR: things look fine until BTC gets to $25k. Pref stack is fine, common stock can go down a fair amount in a reflexive scenario imo
people are fixated on the reflexive scenario of him being forced to sell btc, leading to it going down, making i...
6/18/2026 22:56
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Nvidia is joining the AI debt financing boom:
Nvidia, $NVDA, sold $25 billion of investment-grade bonds on June 15th, its first debt offering since 2021.
This ranks as the 2nd-largest US high-grade bond sale of 2026.
The deal attracted ~$85 billio...
6/18/2026 21:43
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I can't say w any degree of confidence how the MSTR/prefs/BTC situation plays out
What I can say is there's not rly a clean path where all 3 win. Leverage/ponzi mechanics cant last forever, as most people who were super bullish on the way up knew.
...
6/18/2026 18:06
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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.
ALL
EX-MAJORS
Top Bearish Mindshare
Shows the 6 tokens in this sector with the highest number of negative mindshare in social media posts.
ALL
EX-MAJORS






























































































