MicroStrategy xStock (MSTR)

Ram Ahluwalia says selling Bitcoin, not issuing more MSTR stock, is now Michael Saylor's only real lever to defend the STRC dividend. 📉 Full breakdown on @bitsandbips. https://t.co/kVKvxxH7s8

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...

$BTC is Digital Capital. $STRC is Digital Credit. $MSTR is Digital Equity. Different instruments for different investors. One Bitcoin Strategy.

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...

$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...

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...

Ok if mstr buying was always a local high then mstr selling is always a local low?

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...

Grilling some MSTR bears https://t.co/V2ttNLOlY2

If I had to guess, Saylor is much more likely to sell $BTC to buy back the $MSTR common stock rather than to buy back any preferred shares

Here's what's going to happen 1. MSTR's preferred equities are going to get rated much better 2. MSTR is going to be included in the S&P 500 3. MSTR is going to make a new all-time high (over $540 per share) Do with this information what you ...

Bitcoin is up today (and on the week) Despite MSTR selling 3000+ Bitcoins https://t.co/CWgU6v1hpe

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 ...

I’m not saying Strategy is out of the woods yet, but some very promising numbers to show the market has digested the new signal from Saylor: - $STRC reclaiming $90 - $MSTR back above $100 a share - $BTC holding $62K (even after $216M sale) - Dividen...

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...

$STRC is back to $90. $MSTR is floating back up. $BTC is recovering it's temporary losses. It seems the market's initial reaction to Strategy selling is positive. Once the "worst" happens, there's nothing left to worry about.

So if it's bad when MSTR sells 3500 BTC Is it good when MSTR bought 843,000 BTC ?

MSTR selling Bitcoin is a clear signal on where we reside in the broader market cycle. Latent sellers being slowly absorbed by passive buyers. Structurally this is very positive for BTC. Anger => Depression => Disbelief https://t.co/hS1vOfewFC

i still think michael saylor is a total idiot and it would be better if he was not here but i also still maintain that there is no near-term negative credit event for $MSTR my gut says we see both $MSTR and $BTC bounce off this initial move lower

BREAKING: Bitcoin falls below $62,000 after MicroStrategy, $MSTR, announces it has sold has sold $216 million worth of Bitcoin “to fund dividends.” https://t.co/uPZr4PessR

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...

MSTR sold just enough BTC to pay for all the dividend of the past month+quarter Perfect, let's see the reaction on this

Weekly MSTR SEC filing in one hour Not sure what to expect from this one

Day 1 of reminding you MSTR will make a new all-time high (Previous all-time high was ~$540) https://t.co/MsOAVsbl5C

The MSTR bears just reject every response that bulls give them Every time, no matter what Then they say “nobody can explain to me how it works” Then they point out that the price is down It’s like talking to a brick wall

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...

Last week STRC was $72 at this time It has had a slow grind up and haters are silent Great setup for next week MSTR made it clear they could sell Bitcoin They'll give an update on USD reserves on Monday I won't be surprised if $STRC is back in t...

MSTR is a STRONG buy at $100 It will 10x and eventually become a Mag 7 company Once Bitcoin starts ripping Saylor is suddenly the smartest man on the planet https://t.co/nBKWuGwaOE

🔥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...

re: Light's post on Strategy selling $BTC All addresses start on Anchorage and almost all end on Galaxy Anchorage isn't the main custodian of Strategy (that should be CB), but it's one of the possible ones 1 wallet in this list has a connection t...

2026 has just been this meme of people telling me that BTC and MSTR's price is going down Yeah, I know the prices went down But what about the actual 'things' The 'things' are fantastic So I do not care that the prices went down https://t.co/BWBW...

MSTR wants $110 so bad https://t.co/lvxYqkamIt

It's a good day to be a Bitcoin / Bitcoin Treasury bull $BTC reclaimed $61,500 (+2.6%) $MSTR reclaimed $100 (+7.5%) $STRC reclaimed $88 (+1.1%) $ASST reclaimed $13 (+9.4%) $SATA reclaimed $98.40 (+1.6%)

Which stock is MoST inteResting? $MSTR https://t.co/QhFtCHFyoH

$MSTR - Not that I care about this stock at all, but posting for posterity bc this is where CT became Saylor experts. Curious to see how this ages in 2-3 years. https://t.co/PnIfBqGF61

Bitcoin and $MSTR sentiment is in the gutter as prices press slightly lower https://t.co/xbhTFEKYO5

Saylor is down 80% from ath. Strc depegged terribly This may ALREADY have been the unwinding. This may have been it Nobody expects the pain to be over, but if BTC goes up that fixes everything (even if temporary) LONG MSTR. CMON.

As we move higher This is a reminder That nothing was EVER wrong with $MSTR at all Like not at all. People were just reacting to the price going down. That's it. Nothing was wrong. Period. No debate. https://t.co/cwaIFfv8Uu

When my normie friend asks me why his $MSTR position is down 92% https://t.co/BBDsdzrUEn

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...

How Low Can Bitcoin & MSTR Go? https://t.co/ChI5LXuemV

While I think that the Saylor set-up is objectively terrible for Bitcoin right.... he was a response to the market paying up for MSTR and cheering his buying on the way up. Attacking him personally as though he is responsible for this is silly. He...

Canaccord on $MSTR this morning: "Like an automobile, which drives better in forward gear versus reverse, so does MSTR's BTC acquisition model." True of most things on leverage.

Today is an inflection point for MSTR bears They have an unbelievable opportunity in front of them. https://t.co/7793k2qHBO

$MSTR and $STRC are both up over 12% today, with $MSTR back in the $90s and $STRC back in the $80s Hope you bought the dip 💰 https://t.co/MK4RVW8Eev

MSTR FUD approaching Tether FUD levels of regardedness

I log in to X today to see "MSTR rebound after positive news" Rebound in question +2.9% bounce after -70% move in 3 months lol https://t.co/C6l54prg7Q

saar, why is Bitcoin down MSTR community got excited over Michael Slop just hour ago? saar?

MSTR-holder son or Ethereum-holder daughter?

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...

for the slowest MSTR-tards out there - yes yes, saylor has bunch of Cash for STRC payments, so no need to sell BTC - how does Saylor buy BTC now? with what? good vibes? will he start selling Bath Salts?

now STRC can pump which means MSTR can pump which means BTC can pump which means STRC can pump

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...

Strategy announces a Digital Credit Capital Framework designed to strengthen Digital Credit, enhance liquidity, preserve long-term Bitcoin exposure, and support long-term value creation. $MSTR $STRC https://t.co/AUoUCtem53

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...

feeling modestly bullish crypto here (although it frightens me to say it) $MSTR/$STRC - i think we are due a short squeeze which will result in a tailwind for crypto. all saylor has to do is not sell $MSTR for 1-2 weeks (no immediate cash requireme...

I'm eagerly awaiting MSTR's SEC filing today In 2.5 hours

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...

If you take into acc the price charts of 1) MSTR 2) STRC 3) BTC the only logical conclusion is that the people who really profited out of all this were the smart bears, those who sold at the highs or played the downside momentum Early buyers may h...

Of all the people I can be sat next to at a World Cup game… I’m next to an MSTR bear 🤮 Thanks @Predictstreet https://t.co/JfLK4AnveZ

Saylor's Gambling Debt And Other Crypto Market Thoughts MSTR Diluting Shareholders Before, you got "BTC Yield" through the following loop: MSTR trades rich to BTC NAV -> Saylor does ATM offer (issuing and selling new shares) to buy BTC -> BTC/...

Closed the MSTR short One of my best trades this year

The current $STRC situation changes nothing for crypto as a whole. The only real outcome here is a slow downfall for $MSTR. They’ve lost nearly all credibility with this. Long-term, I believe it’s a small net positive for $BTC.

Analyst are rating $MSTR as a strong buy here https://t.co/DZ6DpX5Uh1

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...

Selling a Cash Secured Put at $50 strike price on $MSTR expiring at the end of July Is paying $100 of premium Do I think the stock could go that low? Sure, it might. Do I think it'll stay down there for a long time? No. I think there's insane val...

Keep in mind that STRC was at $95+ only 11 days ago… People have been absolutely panicking… MSTR has the cash to pay the dividends… And 840k BTC… Can’t wait to see where this thing is 11 days from now https://t.co/WWVdI0zB5Y

in the last bear market there were folks doomposting the literal bottom the fud back then was that binance was insolvent which would cause another crash after nov 2022 i'm seeing similar doomposting on MSTR and STRC now, so lets look at the facts: ...

Would be surprised if $MSTR isn't trading lower than $STRC, which is currently trading at $71.80, by the end of the day. https://t.co/hX0DYtQVzq

MSTR has gone down every single day since last Monday. June 15: $131 June 16: $123 June 17: $117 June 18: $113 June 22: $109 June 23: $104 June 24: $94 June 25: $85 Precipitous fall.

Selling STRC at $100 and buying it back at $75 is accretive to MSTR shareholders, no?

If mstr doesn’t make money (as a company) and BTC isn’t making him money when do they fire him

saylor will be the first ceo in history to see his stock drop -99% and recover not once but twice $mstr https://t.co/I5bxo8LP52

STRC another -3.2% pre-market MSTR is red as well despite BTC having bounced a lot https://t.co/oAh16E5FBI

🚨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...

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 ...

$MSTR - Hard to see any support until $40 but a price swing in Bitcoin could always start a reversal or at least stop some bleeding. Objectively looks pretty bad losing that support. https://t.co/JGkudxQaq8

MSTR and STRC just go straight down during the US session all week Definitely one or multiple motivated spot BTC sellers as evidenced by the Coinbase discount All eyes on Saylor's next move as mNAV approaches 1.00x https://t.co/j7uEppAKBJ

CryptoKaleo On the MSTR Collapse https://t.co/IsHKtyZdeQ

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...

‘@piovincenzo_ to the MSTR haters, every time the stock rallies 2% https://t.co/FC0hXbQVrS

fuck, marry, kill: bitcoin, mstr, stretch

$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...

Guys MSTR is not Luna. It’s not FTX. It’s its own, unique kind of implosion. But it’s still imploding. At the very least, it’s a stock that traded at 3.5x NAV and is going to its rightful place of trading it 0.7x NAV which is where it always be...

Those who were vocally bearish MSTR and STRC have my respect. I know who they are. https://t.co/k8NEQyvebd

$MSTR $0.50 is a gift.

the only way for saylor to show strength is to liquidate billions worth of btc (without dying) anything else (do nothing / increase dividends / issue mstr / etc) is weak sheepish and gay

PETER SCHIFF: "MSTR'S DEATH SPIRAL HAS PRICKED THE BITCOIN BUBBLE." https://t.co/rIcvN3JLSs

🚨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. ...

Is MSTR spiraling OUT OF CONTROL?! https://t.co/eZeiIWDaEx

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 ...

Saylor getting smashed hard... $btc $strc $mstr all down

$MSTR holders lost a kidney, then decided to mortgage their house to buy $STRC. 🤦‍♂️ Lesson is, whenever somebody gains a messiah, cult like following, run.

BITCOIN IN COMPLETE MELTDOWN AS $MSTR $STRC ARE NUKING https://t.co/TTax5AYEsn

This will be under 1.0 for $MSTR by next week btw. https://t.co/Aa3AsXw0MX

Great spot to be buying Bitcoin and other strong crypto assets imo. The value of digital, decentralized currencies will become increasingly important as we accelerate into the future. Saylor and STRC / MSTR are minor headwinds, a blip on the radar...

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...

Saylor really spent the last year trying to convince everyone that $MSTR is the better version of Bitcoin and $STRC is the better version of USD.

pls saylor... 🥲 @paradex $MSTR https://t.co/em14iOxCEA

This cover was already two months late. By the time it came out in January 2025, $MSTR had already peaked. It’s down another 72% since publication. https://t.co/OaJXnpGNuX

BREAKING: MicroStrategy, $MSTR, falls to its lowest level since February 2024, now down -83% from its record high. https://t.co/zYI0bOR8zx

Saylor to $MSTR holders https://t.co/MiaFTA90XE

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...

let me repeat this again for the new folks $MSTR is not BTC $STRC is not BTC

BTC would have traded higher if Saylor/MSTR didnt exist lol

MSTR at $94, now down 75% on the year https://t.co/EYyald2gEe

MSTR -10% day again ZERO https://t.co/taJavylq69

Once mNAV is definitively below 1 for $MSTR , what does Strategy sell to raise the extra $9-10B he needs over the next couple of years for capital to retire convertible debt and continue to pay dividends? https://t.co/OJGJU4dOwK

i wish i could comment $MSTR, semi conductors, etc but i am equally (1) unbanked (2) terrible perps trader (3) retarded i will stick to cats online and exotic novelties. patience

JUST NOW: $MSTR DROPS BELOW $100

MSTR Ponzi Unravels https://t.co/8gqFDd6m95

idk, kinda feels like the market keeps telling @saylor he can't keep all 3 $STRC, $MSTR, and $BTC I read a great post once that it's basically the 3 body problem and it is. It feels like the right move is to euthanize STRC and just go back to buyin...

they really almost added mstr to the s&p500

If you bullpost or defend MSTR you are a retard.

You’ll either be on the side of history that bought $MSTR under $100 Or on the side wishing you weren’t too late at $1,000+ https://t.co/SEQWvyQSVA

Live now talking markets, gold & BTC selloff, MSTR sub-100, ETH Foundation shake up, Meta PMs, World Cup and more Jump in https://t.co/n1WUjkcS5h

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...

🚨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...

MSTR breaks under $100 for the first time in over two years. https://t.co/CVTA2Wj6uP

Happy new MSTR low to those who celebrate. https://t.co/lZAxVQD8Ez

$STRC back down to $85 as MSTR is making another move down to retest $100 https://t.co/pr6UeU5XNV

BTC people look at MSTR nose diving and disregard this as slightly bearish or even neutral for BTC. Whatever it is they are smoking i want some too

PETER SCHIFF SAYS $MSTR IS "COLLAPSING."

The absolute best thing about MSTR is that you are free to short it

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 ...

Last chance to buy $MSTR above $100

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...

"MSTR is nothing like LUNA" Apparently the only difference is the speed of inflation

Just spoke to a MSTR holder He said that his wife’s boyfriend 10x’d his portfolio on Micron

I've received a lot of text messages and calls about $MSTR over the past few weeks I felt it was necessary to record this: the TRUTH about what is happening with MSTR 👇 https://t.co/aIDBo2Grzd

IMO Saylor is just an ETF with extra steps. Since access through ETFs is easy, I don't think him buying Bitcoin creates net new Bitcoin bid. Whether someone buys BTC exposure directly or through MSTR exposure probably doesn't matter that much.

One of the reasons that $MSTR is such a great stock is because it’s so easy to tell when you have a great entry Everyone on Twitter lashes out at this thing lol What a screaming buy

BTC (IBIT) up 2.5% and MSTR down 2.5%. The opposite of the "leveraged upside exposure" my comments insist they're getting with MSTR. https://t.co/U83ahaPbzE

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...

For $MSTR commons holders If Saylor is such a genius, why do you insist on taking the other side of his trades? https://t.co/FbIdBWOUpk

if Saylor is gunna consistently sell $MSTR for cash, why wouldn't common holders do the same thing? if you want $BTC exposure, just buy BTC with the cash? what am I missing?