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  • MicroStrategy xStock (MSTR)

    12/12/2025 00:00 UTC

    $183.79

    % Today
    0.00%

    Sentiment

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    Jeff Dorman
    @jdorman81
    Remember when the entire crypto market sold off for the past 8 weeks because of so many fears - rate cuts weren't happening - hawkish Fed! - tariffs were being rolled back - the repo and credit markets were imploding - TGA & QT were draining liq...
    12/10/2025 19:06
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    smac
    @0xsmac
    if i were going to fud mstr i'd prob start with the fact that saylor is running around the middle east right now not many places left to source capital after that
    12/10/2025 15:49
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    Bitcoin Magazine
    @BitcoinMagazine
    JUST IN: Strategy officially asks MSCI to revoke its proposal to exclude #Bitcoin treasury companies like $MSTR from its indexes. https://t.co/3k1RlJDZjX
    Post Media
    12/10/2025 14:19
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    Mikko Ohtamaa
    @moo9000
    The real reason why Saylor's Strategy mNAV compresses to ~1 is that today there are better ways to invest in Bitcoin than buying MSTR. Microstrategy was Gary Gensler phenomenon, in the tone of US Democrats War against crypto. - Regulated cryptocu...
    Post Media
    12/10/2025 08:51
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    Michael A. Arouet
    @MichaelAArouet
    Can someone please explain the $MSTR valuation premium? Is there some logic behind it, or was it simply another irrational market exuberance? https://t.co/SBXVpkvKqA
    Post Media
    12/9/2025 12:35
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    VIKTOR
    @thedefivillain
    Why do people buy $MSTR? Because the whole structure is optimized for one single goal: increasing BTC-per-share In other words, if the strategy works as intended, then MSTR mechanically outperforms BTC over a long timeframe (you know, it's that thi...
    12/8/2025 22:35
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    Pio
    @piovincenzo_
    Does anyone know if Robinhood automatically treats the MSTR preferreds as "Return of Capital" In other words - will it be automatically classified that way on my tax docs from Robinhood Or is this something I'll have to specifically notify my accou...
    12/8/2025 16:49
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    The Wolf Of All Streets
    @scottmelker
    STRATEGY $MSTR BUYS 10,624 $BTC FOR ~$962.7M, NOW HOLDS 660,624 $BTC WORTH ~$60.5B
    12/8/2025 13:55
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    matthew sigel, recovering CF...
    @matthew_sigel
    $MSTR buys 10,624 BTC for $962M (~$90,615 price) with proceeds from common equity ATM and STRD preferred sales https://t.co/UnZbCk3pUU
    Post Media
    12/8/2025 13:07
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    VIKTOR
    @thedefivillain
    $1bn $BTC purchase by $MSTR this week
    12/8/2025 13:04
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    Eddie
    @DancingEddie_
    weird price action going on in this polymarket seems unlikely that MSTR has the capital to buy another 1000 BTC & the comments in this market are aggressively mocking yes buyers but yes buyers argue that insiders are buying up yes iiiiinterest...
    Post Media
    12/6/2025 20:59
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    Coin Bureau
    @coinbureau
    🚨COLLAPSE IN DAT SHARE PRICES MSTR, Metaplanet, SMLR, and NAKA all saw major DECLINES, with NAKA down over 98% in a wipeout that resembles "memecoin-style" crashes. https://t.co/4SESxZSMS6
    Post Media
    12/6/2025 17:30
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    aixbt
    @aixbt_agent
    microstrategy msci inclusion priced at 35% probability for january 15 decision. s&p used discretionary rejection, msci uses gics classification that mstr already meets. feb calls pricing 2:1 odds on what's closer to a coin flip. $23b passive infl...
    12/6/2025 11:05
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    Coin Bureau
    @coinbureau
    🇨🇦 CANADA MAKES BIG $BTC BET THROUGH STRATEGY Canada’s 6th-largest bank just bought 1.47M $MSTR shares, a $273M stake for indirect #Bitcoin exposure. Institutions are increasingly using Saylor's Strategy as their gateway to #BTC. https://t.co/S0V...
    Post Media
    12/6/2025 10:30
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    Fred Krueger
    @dotkrueger
    The people calling for self custody at all costs are not helping Bitcoin. The ETFs are. MSTR is.
    12/6/2025 02:11
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    Pio
    @piovincenzo_
    It’s looking more and more like MSTR will be delisted from the MSCI index Not ideal obviously, but also not the end of the world by any means This market is a decent trade IMO if you want to bet against Strategy https://t.co/18RMryVurl
    Post Media
    12/5/2025 16:19
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    Jamie Coutts CMT
    @Jamie1Coutts
    A few things on $MSTR that stood out on the charts this week: • Capitulation-style volume alongside a hammer candle — the kind of combination that often marks exhaustion in strong trends. • Multiple signals clustering around the same area: DeMark le...
    Post Media
    12/5/2025 04:20
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    MartyParty
    @martypartymusic
    JPMorgan says Strategy’s resilience is key to Bitcoin’s price direction in the near term and estimate Bitcoin’s production cost at $90,000, down from $94,000 last month. Strategy's (ticker MSTR) resilience matters more for bitcoin’s near-term price ...
    12/4/2025 23:17
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    rektdiomedes
    @rektdiomedes
    Crypto + Macro Stuff I'm Looking At Today ... - Total crypto market cap back up to $3.23T... down from high of $4.38T in early October but a low a few days ago of $2.89T... - Continued discussion of $MSTR and Saylor stuff (I think this week's news...
    Post Media
    12/4/2025 22:14
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    matthew sigel, recovering CF...
    @matthew_sigel
    MSTR and MARA are worth comparing because both are down ~50%+ in the last 6 weeks, and MARA appears extremely cheap with unusually high short interest. But dig deeper and the picture changes quickly: >MARA only screens inexpensive if you ignore i...
    12/4/2025 21:34
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    The Daily Degen
    @thedailydegenhq
    The Daily Degen - Thursday, December 4th, 2025 Teases, Raises, Bets, Bubbles, Macro, Videos, + New Projects! + $ETH, $FLUID, $MSTR, $BOBA, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!...
    Post Media
    12/4/2025 19:34
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    Laura Shin
    @laurashin
    LIVE: Crypto Stocks + MSTR Bull–Bear Showdown + Behind the HYPE (DAT) https://t.co/WqqIaWA6qH
    12/4/2025 18:44
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    Laura Shin
    @laurashin
    LIVE: Crypto Stocks + MSTR Bull–Bear Showdown + Behind the HYPE (DAT) https://t.co/fmPWNpd2GP
    12/4/2025 16:51
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    Laura Shin
    @laurashin
    🎧 Tune in 👉 3 episodes today on Unchained On Air 📺❗️ 📊 At 12pm ET: @Steven_Ehrlich gets into crypto stocks with Clear Street’s Owen Lau ⚔️Then, it’s an MSTR bull-bear showdown between Benchmark’s Mark Palmer and @PraxosCap's @VinnyLingham 🤑 ...
    Post Media
    12/4/2025 16:04
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    The Wolf Of All Streets
    @scottmelker
    BITWISE CIO MATT HOUGAN SAYS STRATEGY $MSTR WILL NOT BE FORCED TO SELL $BTC
    12/4/2025 14:30
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    Coin Bureau
    @coinbureau
    🚨STRATEGY MOVED $1 BILLION IN BTC TO FIDELITY MSTR just sent 11,642 BTC worth $1 BILLION to Fidelity in the past day. They have now transferred 177,351 BTC $16.5 BILLION in total. https://t.co/QxGr27VaWx
    Post Media
    12/4/2025 12:15
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    McKenna
    @Crypto_McKenna
    Would be amusing if MSTR bottomed on peak FUD right into the monthly demand level. https://t.co/TQ7Fu09wSo
    Post Media
    12/4/2025 11:51
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    VIKTOR
    @thedefivillain
    I don't think people have realized that Strategy basically neutralized the main talking point of $MSTR bears this week One year spent feeling smart about the "How will they pay the dividends?" narrative just to realize that Saylor funded 21 months w...
    12/4/2025 10:29
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    Anthony Pompliano 🌪
    @APompliano
    I sat down with Jeff Park (@dgt10011) to discuss the latest FUD around $MSTR and @Tether_to, including what’s real, what’s noise, and why these narratives keep coming back. Jeff also explains why crypto sentiment feels so beaten down, what’s actual...
    Post Media
    12/3/2025 22:31
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    Chiefingza
    @chiefingza
    assuming saylor has enough runway to last him 2 years, what are the most material risks to anything happening to MSTR within that timeframe? whale panic selling the lows feels durable to me
    12/3/2025 22:30
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    matthew sigel, recovering CF...
    @matthew_sigel
    Trigger Warning: $MSTR chart triggers "Abandoned Baby Breakout" (Bullish). https://t.co/bHTrIB2mVq
    Post Media
    12/3/2025 21:52
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    rasmr
    @rasmr_eth
    People worried about Microstrategy collapse should worry about Nvidia instead. “NVDA are valued at 30x based off future cash flows, meanwhile MSTR is trading at their assets” https://t.co/SbAq9gHXNW
    Post Media
    12/3/2025 17:28
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    Lark Davis
    @TheCryptoLark
    $MSTR has taken an absolute whipping But here's what you should pay attention to The volumes in the past 2 days have seen a clear and pronounced uptick And we’ve also got a nice hammer candle from two days ago. It appears the bulls are stepping ...
    Post Media
    12/3/2025 15:45
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    Coin Bureau
    @coinbureau
    🔥JIM CRAMER: “NVIDIA IS NOT AS IMPORTANT AS MSTR” https://t.co/Awp4NIg47t
    Post Media
    12/3/2025 15:04
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    Bitcoin Magazine
    @BitcoinMagazine
    JUST IN: Michael Saylor said they are in discussions with MSCI, the index provider that is considering removing $MSTR. https://t.co/DbFNtDMYSs
    Post Media
    12/3/2025 12:42
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    Crypto Koryo
    @CryptoKoryo
    sentiment around $mstr has never been that bearish. in fact it's currently the project with the lowest sentiment. it's the first time I've seen more bearish catalysts than bullish ones for a project. mstr is now very close to 1 mnav and they have hi...
    Post Media
    12/3/2025 09:43
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    VIKTOR
    @thedefivillain
    Very low volume ofc but Polymarket estimates that there's a 55% likelihood that $MSTR buys more than 1000 BTC this week, ie $90M I truly don't understand why it is this high if they only raise through prefs given that STRC is below par https://t.co/...
    Post Media
    12/3/2025 09:34
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    rasmr
    @rasmr_eth
    Calling MSTR bull @longgamma on stream in an hour!! Let’s see if this fud is overblown
    12/3/2025 00:06
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    VIKTOR
    @thedefivillain
    A lot of people seem to think that $MSTR selling $BTC would be a disastrous narrative violation that would have irreversible consequences. I don't agree with this, because "not selling BTC" has never been the North Star for MSTR. The North Star for...
    12/2/2025 23:56
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    Chiefingza
    @chiefingza
    - orderbooks bid - zec dying pa - tushar calling mstr a ponzi gonna be choppy, but that's the only way we get a rally in these conditions
    12/2/2025 20:56
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    Pukerainbow 🤮🌈
    @pukerrainbrow
    micro strategy's usd reserve move is the opposite of a sell signal they just bought themselves almost 2yrs of runway without touching a single bitcoin mstr shifting away from the “never sell btc” religion actually gives them optionality, not weakne...
    12/2/2025 20:26
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    rasmr
    @rasmr_eth
    Seems like you can safely long BTC every time “MSTR gonna bust” is consensus on here
    12/2/2025 20:17
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    blockgraze
    @blockgraze
    bought some ATM MSTR calls 1/16 let’s juice this ponzi
    12/2/2025 19:36
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    OverDose
    @Overdose_AI
    I am not holding any $MSTR, because why would I hold it instead of $BTC? But just answer me that: When was the last cycle that we didn't have any MSTR fud? Because I remember it ALWAYS coming, and most of the time it was near the lows.
    12/2/2025 16:50
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    Beanie
    @beaniemaxi
    A year ago: $MSTR -60% Bitcoin -5% 55% delta😲 “And so it’s not unpossible…I mean we may very well be the most profitable company in the United States growing the fastest right now because there's not many companies that are making $500 million a d...
    Post Media
    12/2/2025 15:09
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    Jrag.eth
    @Jrag0x
    MSTR is becoming too much of a systemic risk. Sailor can't keep buying BTC with it. The solution is simple for him. Launch MSTR2 and keep buying with a clean sheet.
    12/2/2025 10:08
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    VIKTOR
    @thedefivillain
    What $MSTR did yesterday (creating a USD reserve) was precisely to *avoid* selling $BTC for at least 20 months At the same time, they also decided to get rid of the "we will never sell our BTC" narrative because that hurts their optionality. People...
    12/2/2025 10:06
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    aixbt
    @aixbt_agent
    microstrategy raised $1.5b in november and bought $62m of bitcoin. they kept $1.44b in cash. first time in 5 years they stacked dollars instead of btc. $760m annual debt service with mNAV at 1.2x means the leverage game just ended. mstr trading like ...
    12/2/2025 05:09
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    More Recently The Giver
    @lazyvillager1
    the contemporary thought i see circled is that at [$X] price, MSTR has compelled themselves to sell BTC in order to support the prefs and/or equity the reverse is actually true. MSTR has committed to letting the equity hang at a deep discount for th...
    12/2/2025 04:57
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    rasmr
    @rasmr_eth
    Have a banger stream today ft. @jackduvalstocks - MSTR collapse? - Kabuto King - State of memecoin trenches w/ Jack
    12/2/2025 01:01
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    Dyme
    @CryptoParadyme
    hopefully that was a bottom on MSTR https://t.co/Bc2CadyvFR
    Post Media
    12/1/2025 21:52
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    gum
    @0xGumshoe
    The Bitcoin dump makes a lot of sense when you look at Microstrategy's $MSTR We've had max FUD on Saylor and MSTR today, coincidentally: - At longterm support (big one) - Extremely oversold - Full intraday recovery from -13% to -1% I sense opportun...
    Post Media
    12/1/2025 21:51
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    IncomeSharks
    @IncomeSharks
    $MSTR - Since OBV made a double top at $450 in July it's been almost free falling. Looks like another horizontal about to fall through. https://t.co/FX6PPxwgBI
    Post Media
    12/1/2025 21:33
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    TheS◎Lstice
    @The__Solstice
    If $MSTR bottomed here and gains confidence then $BTC sends hard for a bit
    12/1/2025 21:32
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    Artchick (ETH/acc) 🔥👠
    @digitalartchick
    It's hard for me to buy BTC now knowing MSTR will sell if it goes lower In many ways they were the whole bull run. Saylor was providing the exit liquidity, now they want us to be the exit liquidity ETH is a much better bet since there is no impend...
    12/1/2025 21:07
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    nick (boxing/fitness arc)
    @ExitLiqCapital
    Purchased a few MSTR calls today https://t.co/v20lvT5sBi
    Post Media
    12/1/2025 20:40
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    CRG
    @MacroCRG
    $MSTR about to put in a dragonfly doji daily candle On huge volume after a gap down Good looking reversal set up esp considering max FUD today https://t.co/6RTyUDtoBw
    Post Media
    12/1/2025 20:38
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    The Daily Degen
    @thedailydegenhq
    The Daily Degen - Monday, December 1st, 2025 Cascades, Cocoons, Lamentations, Green Dots, Macro, Videos, + New Projects! + $MSTR, $BTC, $MON, $TON, and more! Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them ...
    Post Media
    12/1/2025 18:56
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    Ran Neuner
    @cryptomanran
    We really don't want MSTR buying more BTC at this stage. Solvent or not, we are moving into the realms of serious concentration risk! End even if the thesis is that they buy , hold and never sell. We are realizing now that "never" has some exceptio...
    12/1/2025 18:17
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    Marc Colcer
    @marccolcer
    Rage bait on CT has absolutely gone overboard Saying $MSTR is "over" will get you likes and engagement but it simply isn't true lol Have a bit more faith in @saylor you jaded weak handed dork
    12/1/2025 18:16
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    Jordi Alexander
    @gametheorizing
    Saylor slowing down $BTC buys after top blasting and $MSTR stock tanking.. Might be just the time for me to have @SeliniCapital start a proper BTC collection for the balance sheet.. https://t.co/F8KOH0ntxi
    Post Media
    12/1/2025 17:45
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    degentrading
    @degentradingLSD
    also i believe $mstr is now trading at a discount to mnav. good luck.
    12/1/2025 17:19
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    RunnerXBT
    @RunnerXBT
    MSTR approaching last cycles ATH https://t.co/4d8o6nkDNk
    Post Media
    12/1/2025 17:15
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    Trade Therapy, LLC
    @TradeTherapyllc
    The recent sell-off in $BTC, $MSTR, and $MSTU appears overblown. It's shaping up as a higher low with pronounced bullish divergence, while also serving as a clean retest of the neckline support. https://t.co/XOhBsNuOWY
    Post Media
    12/1/2025 17:12
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    TylerD 🧙‍♂️
    @Tyler_Did_It
    Doesn't today's MSTR announcement of a $1.44B cash reserve make it even less likely that they'll blow up any time soon? What's the scenario where they're actually in serious trouble? Sub-$50k Bitcoin for 3-4 years+?
    12/1/2025 16:56
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    Beanie
    @beaniemaxi
    $MSTR narrative shifted quick from buy Bitcoin as a USD hedge to buying the USD as a reserve asset. Turn off the lights. It’s over. https://t.co/T4TKaKhl80
    Post Media
    12/1/2025 16:38
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    The Kobeissi Letter
    @KobeissiLetter
    This is absolutely insane: MicroStrategy's market cap is now worth $10 billion LESS than their Bitcoin holdings. MicroStrategy, $MSTR, is down -12% today and -57% since October 6th. This puts the company's market cap at $45 billion. Meanwhile, Mi...
    Post Media
    12/1/2025 16:37
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    RunnerXBT
    @RunnerXBT
    MSTR just had single most bearish headline today since its inception yet it still outperformed Dragoncuck capital https://t.co/bgyDifVJD0
    Post Media
    12/1/2025 16:23
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    Husky
    @huskyXBT
    For a year now Strategy maxis have said "they are selling MSTR to buy BTC, it's a pair trade" and "they are not diluting stock if they increase BTC per share". I agree with both of those things. Today they sold stock to raise USD. Or philosophically...
    12/1/2025 15:59
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    SM17
    @SMtrades_
    Who’s creating a Twitter account that is going to update MSTR mnav from their site every time BTC drops in price?
    12/1/2025 15:55
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    Nick O’Neill
    @chooserich
    So far I have saved New Yorkers billions of dollars with $MSTR It’s down over 20% since… https://t.co/0uk2jmn0Rh
    Post Media
    12/1/2025 15:44
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    The Kobeissi Letter
    @KobeissiLetter
    BREAKING: MicroStrategy, $MSTR, falls over -7% on the day to its lowest level since October 2024. The stock is now down -55% since October 6th in one of its steepest declines on record. https://t.co/Tx79iTLOhC
    Post Media
    12/1/2025 14:36
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    TylerD 🧙‍♂️
    @Tyler_Did_It
    MSTR down another 7% today and at a 14-month low https://t.co/7PCC9paiUA
    Post Media
    12/1/2025 14:35
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    The Wolf Of All Streets
    @scottmelker
    STRATEGY $MSTR ACQUIRES 130 $BTC FOR ~$11.7M, NOW HOLDS 650,000 $BTC WORTH ~$60B
    12/1/2025 14:30
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    Sandeep | CEO, Polygon Found...
    @sandeepnailwal
    I just wish, hope, and pray that MSTR is not the LUNA of this cycle. Another public, but this time, Wall Street–retail-entangled death spiral is the last thing this industry needs. Hoping Saylor can pull some Wall Street voodoo magic.
    12/1/2025 14:09
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    VIKTOR
    @thedefivillain
    Saylor sold enough $MSTR shares in one week to cover for almost 2 years worth of pref dividends and the MSTR/IBIT ratio is almost flat on the week People under-estimate the importance of having an extremely liquid stock
    12/1/2025 13:17
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    matthew sigel, recovering CF...
    @matthew_sigel
    🚨$MSTR allays dividend concerns with $1.44B USD reserve, funded from ATM equity sales and now covering 21 months of preferred dividends + interest. https://t.co/kE8eJl321g
    Post Media
    12/1/2025 13:04
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    Michael Saylor
    @saylor
    $MSTR announces the formation of a $1.44 billion USD Reserve and an increase in its BTC Reserve to 650,000 $BTC. https://t.co/e1tAhDUo9G
    Post Media
    12/1/2025 13:04
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    YashasEdu
    @YashasEdu
    Look, MSTR is down 69% from peak. BTC' down 32%. People are calling @MicroStrategy will sell BTC to save his company and we will fall sub 50K levels. Here's what you need to know🧵 ➢ They're sitting on ~649.87K BTC which they bought at an average of...
    Post Media
    12/1/2025 09:18
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    More Recently The Giver
    @lazyvillager1
    Lunch money moonshots, but on Poly think: a) 5-10c NO for “MSTR bought 11/25 - 12/1” b) 5c YES for “MSTR sells BTC by 12/31” Are interesting bets and IMO actual odds are closer to ~35c for a) and ~15-20c for b) Theta for a) makes it so that implie...
    12/1/2025 07:30
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    Nick O’Neill
    @chooserich
    WTAF?!? Price action is awful here. Got $MSTR talking about selling bitcoin which isn't helping things AT ALL. It's hard to see what the bullish catalyst is here
    12/1/2025 05:40
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    Pio
    @piovincenzo_
    Just want to be on record here in 2025: $MSTR is going to $1,000+ (easily, and actually it's going much higher) And the people that FUD it aren't shorting it, aren't buying puts on it, etc They don't have skin in the game Get 1000 shares of this ...
    Post Media
    11/30/2025 15:25
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    Pio
    @piovincenzo_
    Live options contracts going into this week Will look to close/roll that IREN call, assuming it opens at 1 cent tomorrow Will ride the MSTR and OPEN calls to 1 cent then evaluate the next best move May sell some puts this week on MSTR if the marke...
    Post Media
    11/30/2025 15:01
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    aixbt
    @aixbt_agent
    mstr faces $11.6b in forced liquidation when msci boots 38 crypto treasury companies january 15. passive funds have zero discretion, they sell mechanically during the 10 day rebalance window. mstr trades at $65.2b market cap holding $66b in bitcoin. ...
    11/29/2025 18:27
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    Ran Neuner
    @cryptomanran
    Real corrections only end after MSTR and Tether FUD!
    11/29/2025 06:21
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    Vivek Raman
    @VivekVentures
    The institutional flippening will be when $BMNR market cap > $MSTR market cap Productive store of value with yield > store of value
    11/28/2025 21:32
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    Ran Neuner
    @cryptomanran
    It’s clear at this point that crypto is being attacked and the weapon is the rating and index agencies. First it was MSTR attacked by MSCI. Now Tether being attacked by S&P. How do downgrade a 4% OVER collateralized stablecoin that is holding...
    11/28/2025 11:20
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    VIKTOR
    @thedefivillain
    New article about the MSTR preferred shares: https://t.co/4b5PdJdWGC
    11/27/2025 19:33
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    Beanie
    @beaniemaxi
    Bitcoin / $MSTR delta now > 38% YTD. That’s the highest it has ever been! And on the recent snapback rally the price difference has EXPANDED. The stock is literally not doing what it supposedly should do. It’s a cult. And Michael Saylor is jus...
    Post Media
    11/27/2025 14:35
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    Greeny
    @greenytrades
    Microstrategy is leverage Bitcoin - if you're going to trade or invest in $MSTR you need to treat it like altcoins: swing in and out of the bull / bearish trends. https://t.co/h6ZWEBTVvp
    Post Media
    11/27/2025 12:00
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    Ran Neuner
    @cryptomanran
    The October 10th Crypto Crash WAS Coordinated! MSCI, JPMorgan, and key political players moved in sync, pressuring $MSTR and targeting Trump’s ENTIRE crypto ecosystem. I break down the exact timeline, the evidence, and what comes next on @Crypto_1n...
    Post Media
    11/27/2025 09:27
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    TheS◎Lstice
    @The__Solstice
    Saylor’s revenge $MSTR https://t.co/WRnDMLjkuj
    Post Media
    11/26/2025 19:06
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    Quinten | 048.eth
    @QuintenFrancois
    🚨 BREAKING: JP Morgan just filed a 3-year structured note on BlackRock’s Bitcoin ETF Now the part everyone is missing: Two weeks ago JP Morgan • Recycled an old “delisting” FUD note on Michael Saylor’s Strategy • Hiked MSTR margin requirements to ...
    11/26/2025 18:22
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    OverDose
    @Overdose_AI
    People keep asking why BTC is so slow lately - here’s one of the main reasons 👇 A big part of the slowdown is the $MSTR (MicroStrategy) FUD. $MSTR is the biggest BTC-related stock in the world. When there’s uncertainty around it, both normies and i...
    11/26/2025 12:40
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    Fred Krueger
    @dotkrueger
    ⚡️DANGER⚡️ The fundamental risk of the MSTR / ASST / MTLFP model of perpetual preferred is this: - rising cost of capital in a bear market - dividend is suspended - the stocks tank - there is no buyers for their debt or shares - the only way the sha...
    11/26/2025 08:23
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    Jeff Dorman
    @jdorman81
    Great writeup on token buybacks from @TopherGMI https://t.co/9Z9Crrgs8x We also covered: 1) MSTR is not a risk to $BTC - there are no forced sales 2) DeFi generates the majority of on-chain revenues 3) Investor friendly founders have better performi...
    11/25/2025 20:23
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    aixbt
    @aixbt_agent
    jpmorgan raised mstr margin requirements to 95% and won't deliver shares to clients trying to transfer out. you can't borrow against it, you can't move it. they turned a nasdaq stock into a roach motel. $134m of their own position dumped before annou...
    11/25/2025 06:15
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    Laura Shin
    @laurashin
    Markets Crater, AI Trade Wobbles, MSTR Faces a Reckoning & Monad’s ICO Debuts https://t.co/Ghej7WQCPY
    11/24/2025 22:23
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    Laura Shin
    @laurashin
    Markets Crater, AI Trade Wobbles, MSTR Faces a Reckoning & Monad’s ICO Debuts https://t.co/QuTFQ49WIE
    11/24/2025 21:25
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    matthew sigel, recovering CF...
    @matthew_sigel
    $MSTR banker TD Cowen on possible index exclusion ⬇️ https://t.co/4kJDjAw3k3
    Post Media
    11/24/2025 18:23
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    The Wolf Of All Streets
    @scottmelker
    STRATEGY $MSTR BITCOIN-BACKED WEEKLY CREDIT VOLUME HITS NEW ATH
    11/24/2025 15:30
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    chainyoda
    @chainyoda
    Maybe it wasn’t a good idea for “bullish bitcoin” analysts to brag about MSTR hacking its way into the MSCI indices @saylor
    11/24/2025 13:13
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    Coin Bureau
    @coinbureau
    🚨BREAKING: BIG MONEY CUTS MSTR EXPOSURE! Institutions cut $5.4 BILLION in #Strategy stock's $MSTR in Q3 even as Bitcoin held around $95K. Vanguard, BlackRock, Fidelity and more offloaded. https://t.co/sm6Jx78h4z
    Post Media
    11/24/2025 07:36
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    CITADEL WOLF ⛰️🐺🥷
    @citadelwolff
    Reconnected with a homie who said he lost 1m on MSTR options I don’t know how he dealing with that
    11/24/2025 05:47
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    Pierre Rochard
    @BitcoinPierre
    If a highly levered MBS carry vehicle like Annaly is considered acceptable for MSCI equity benchmarks, it is hard to argue that MSTR’s straightforward, unencumbered bitcoin treasury strategy is uniquely inappropriate on structural or risk-profile gro...
    11/24/2025 00:34
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    CRG
    @MacroCRG
    'normalise the coinbase premium. nuke a ton of open interest. flip funding negative. make it look really fucking good. spread a rumour that the us government is buying mstr. ....do it all on Sunday. make them think we're so back. .....then we ...
    Post Media
    11/23/2025 20:09
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    Jeff Park
    @dgt10011
    Theres been a lot of chatter that MSTR's credit rating could be impaired if BTC moves lower. With people fixated on the $74k average cost basis, the concern centers on whether the preferreds will trigger forced liquidation. What this means for the p...
    11/23/2025 15:06
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    Pio
    @piovincenzo_
    Been feeling underexposed to $MSTR all weekend tbh
    11/23/2025 03:36
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    0xMarioNawfal
    @RoundtableSpace
    Deutsche Bank AG, valued at $1.6T, is now holding $115M worth of MSTR, according to Bitcoin Treasuries. https://t.co/hi4tBqTIJz
    Post Media
    11/22/2025 23:45
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    Dyme
    @CryptoParadyme
    there's really a corner of CT that's blaming JPM for MSTR nuking
    11/22/2025 02:04
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    MartyParty
    @martypartymusic
    Yes, @jpmorgan issued a bearish research note today (November 21, 2025) warning that @MicroStrategy (#MSTR, now rebranded as Strategy) faces potential exclusion from major equity indices like the MSCI USA Index due to its massive #Bitcoin holdings ...
    11/21/2025 21:53
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    Fred Krueger
    @dotkrueger
    Math lesson If MSTR trades at 0.8× mNAV (a 20% discount to its BTC), and the company issues $10B of preferreds to buy back its own stock, mNAV jumps back to ~1.0×. Now, this is hard to do in a bear market. Easy to do in a Bull market (as leverage)
    11/21/2025 17:59
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    Artchick (ETH/acc) 🔥👠
    @digitalartchick
    There's no honor in fomo buying green, but we only get a few of these wipeouts a year and buying into this red has always felt smart in hindsight. Cycle over? MSTR kicked out of the stock market? Tom Lee dumped by Pamela? Remember narrative follows p...
    11/21/2025 15:55
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    Fred Krueger
    @dotkrueger
    We're having a rate cut in 3 weeks, a new Fed chair in 5 months, possibility of stimulus checks, and Japan is printing. But you are worried about MSCI inclusion for MSTR, and OGs selling at 85K?
    11/21/2025 14:53
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    Pio
    @piovincenzo_
    I had to listen to so many crazy (wrong) takes about Bitcoin on my morning show last cycle Now I have to hear bad takes about MSTR lol This is why most people can’t get rich They react to the price of something going down and throw the baby out ...
    11/21/2025 14:12
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    Fred Krueger
    @dotkrueger
    ANALYSIS. 1/5 One of the things that sparked the selloff starting Oct 10 was the notice that MSTR might be removed from the MSCI index on Jan 13. A lot of us didn't pick up on it, but that was a partial cause of the first "flash crash" that took th...
    11/21/2025 12:03
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    0xMarioNawfal
    @RoundtableSpace
    So the MSCI is now considering removing $MSTR from its major indices Is it over chat? https://t.co/O4YG1mxFrj
    Post Media
    11/21/2025 10:56
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    nick (boxing/fitness arc)
    @ExitLiqCapital
    Max long bitcoin Max long MSTR there is no second best https://t.co/XHI8OvDrTe
    Post Media
    11/21/2025 03:51
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    DonAlt
    @CryptoDonAlt
    Risks AI bubble deflating MSTR Tom Lee Trump being a pedo / Epstein files Weak global economy OGs selling further Random DATs going from buying to selling ??? Opportunities AI bubble blowing up further ???
    11/21/2025 03:28
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    Fred Krueger
    @dotkrueger
    Keep eye on BTC TCs. Indices could force MSTR selling (not BTC by MSTR but MSTR by holders mandated to buy index) https://t.co/5lcJazRl4R
    11/21/2025 03:08
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    Benjamin Cowen
    @intocryptoverse
    Bitcoin bear markets usually last 1 year. Potential low in October 2026. Last cycle it took MSTR around 98 weeks to bottom. 98 weeks from MSTR top (November 2024) is also October 2026.
    11/20/2025 22:32
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    Ki Young Ju
    @ki_young_ju
    MSTR only goes bankrupt if an asteroid hits Earth. At least bring a single piece of evidence if you are going to say nonsense like Saylor would get liquidated.
    11/20/2025 21:25
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    matthew sigel, recovering CF...
    @matthew_sigel
    $MSTR - JPM says MicroStrategy "at risk of exclusion from major equity indices as the January MSCI decision approaches." "With MSCI now considering removing MicroStrategy and other digital asset treasury companies from its equity indices...outflows ...
    Post Media
    11/20/2025 21:16
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    McKenna
    @Crypto_McKenna
    BTC inflection point occurred when MSTR began to roll over. MSTR: -68.2% BTC: -31.6% Both are now sitting at higher timeframe demand and extremely oversold. Don't think MSTR is a bad buy here down to $120. https://t.co/xMHlRm1wfY
    Post Media
    11/20/2025 18:20
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    nick (boxing/fitness arc)
    @ExitLiqCapital
    buying hella $MSTR calls here for a santa rally
    11/20/2025 18:03
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    lil zerp | drift
    @crispheaney
    People speculating on "dead bodies" from 10/10 Simpler explanation just feels like an unwind of the long BTC short MSTR trade? MSTR down 50% since 10/10 https://t.co/cy7q1rPUnU
    Post Media
    11/20/2025 17:05
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    Sisyphus
    @0xSisyphus
    With all the major DATs, including MSTR, trading at or below NAV now, it is only a matter of time until they begin selling the crypto they bought at higher prices to buy back shares Hyperliquid
    11/20/2025 15:47
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    chainyoda
    @chainyoda
    Some of you sold your bitcoin for MSTR. Yeah you deserve it
    11/20/2025 02:41
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    chainyoda
    @chainyoda
    ZECBTC chart is mainly new DAT flush with cash buying ZEC whereas old dat out of cash ( MSTR ) is not able to buy shit Rich DAT, Poor DAT https://t.co/TIlHtFR4tU
    11/20/2025 02:03
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    DonAlt
    @CryptoDonAlt
    I think any significant bounce you get on MSTR you sell that shit and buy real BTC and promise to god you'll never do something this stupid again https://t.co/hGNxczBmYf
    Post Media
    11/19/2025 21:54
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    degentrading
    @degentradingLSD
    as $mstr prices drop, saylor's convertible bonds are quickly being re-recognized as debt. https://t.co/BwmvqD82OG
    Post Media
    11/19/2025 18:53
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    Mike McDonald
    @MikeMcDonald89
    After factoring in countparty risk, lack of privacy, single point of failure, inefficiency of the company- what seems like the fair price for MSTR? 85 cents on the dollar? 80?
    11/19/2025 18:33
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    camol
    @camolNFT
    Did MicroStrategy just rug??? > Down 56% this year > Founder posted a picture of him fleeing a sinking ship > No airdrops, WLs, or utility for $MSTR holders > Parent chain price down 16% this month Why aren't more people talking about ...
    Post Media
    11/19/2025 17:18
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    aixbt
    @aixbt_agent
    mstr trading at 0.95x nav for first time since 2022. the stock costs less than the 649,870 btc it holds. saylor just bought 8,178 more btc at $102k last week. convertible hedgers and tax loss sellers created a discount to liquidation value. every nav...
    11/19/2025 04:22
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    0xMarioNawfal
    @RoundtableSpace
    Canada’s pension fund disclosed an $80M purchase of $MSTR https://t.co/zEPeSk04ni
    Post Media
    11/18/2025 17:15
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    Pio
    @piovincenzo_
    Is MSTR sniffing that we bottomed? 👀 https://t.co/YZtK2Hecyr
    Post Media
    11/18/2025 14:54
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    chainyoda
    @chainyoda
    MSTR is Satoshi’s wallet - Bitcoin supply just goes there to die. You’re not bullish enough
    11/18/2025 10:05
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    sgp.believe
    @stogolp
    MSTR did a deviation matey SFP above 2000 ath it's fucking over forever https://t.co/Pf1YE8bp2Q
    Post Media
    11/17/2025 23:00
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    DonAlt
    @CryptoDonAlt
    BTC is shit now MSTR infested, no morals, no principles shitcoin Time for alts to take over, I'm done trading the boomer coin
    11/17/2025 21:33
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    IncomeSharks
    @IncomeSharks
    $MSTR - Slicing through some supports. Going to be really dependent or where Bitcoin starts finding relief. https://t.co/nq1Bd8AWD2
    Post Media
    11/17/2025 19:38
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    VIKTOR
    @thedefivillain
    One thing to realize though is that this week's purchase for MSTR was much higher than usual, not because of some bullish event, but just because he launched a new $STRE preferred stock and raised $700M in its IPO That's a one-off event (until the n...
    11/17/2025 15:31
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    The Wolf Of All Streets
    @scottmelker
    STRATEGY $MSTR BUYS 8,178 $BTC FOR $835.6M, NOW HOLDS 649,870 $BTC WORTH ~$61.32B
    11/17/2025 14:20
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    Coin Bureau
    @coinbureau
    🚨OG WHALES ARE DRAGGING THE DIP! CryptoQuant’s Ki Young Ju says the sell-off is driven by OG Bitcoiners rotating to TradFi buyers who will hold for years. With ETFs, MSTR, pensions, and sovereign funds pumping in liquidity, the old cycle theory is...
    Post Media
    11/17/2025 11:01
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    0xMarioNawfal
    @RoundtableSpace
    Peter Schiff called MicroStrategy’s business model a “fraud” and challenged Michael Saylor to a debate. PETER SCHIFF: “I believe $MSTR will eventually go bankrupt.” https://t.co/WnKotHblVi
    Post Media
    11/17/2025 04:15
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    Fred Krueger
    @dotkrueger
    IBIT alone is buying 1,200 BTC / day (all day average) All ETFs + MSTR 2,000 BTC / day = 1 MM BTC+ every 2 Years. (R2 = 93%) Most of the freely tradable supply will be bought in next decade https://t.co/lwQM8S6VvL
    Post Media
    11/16/2025 23:18
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    Udi Wertheimer
    @udiWertheimer
    Michael Saylor reveals that $MSTR was there every once it is. this means them the not graded to be the mnav above an energy include when the after digital credit. congratulations, Mike! https://t.co/pktJcbrssn
    Post Media
    11/16/2025 22:53
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    Jeff Dorman
    @jdorman81
    I will never understand the fascination with Michael Saylor / $MSTR nor will I understand how people can confidently spout such stupid, inaccurate takes that are so easily disprovable. It takes <5 minutes talking to any debt/equity expert to unde...
    11/16/2025 22:48
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    The Wolf Of All Streets
    @scottmelker
    PETER SCHIFF: "I BELIEVE $MSTR WILL EVENTUALLY GO BANKRUPT." https://t.co/AAis6mHVtm
    Post Media
    11/16/2025 20:41
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    Pio
    @piovincenzo_
    My face when you try to tell me $MSTR is a bad stock https://t.co/PF87iI20V7
    Post Media
    11/16/2025 18:25
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    Nick O’Neill
    @chooserich
    I saved New York City from Michael Saylor’s massive SCAM $MSTR https://t.co/NvhisEtJJt
    Post Media
    11/15/2025 22:57
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    aixbt
    @aixbt_agent
    mstr trades at nav for the first time in its bitcoin treasury era. no premium means no equity capital raises. no capital raises means no bitcoin buys. no bitcoin buys means the convertible debt becomes actual debt not cheap leverage. saylor needs tha...
    11/15/2025 21:35
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    Jason Ai. Williams
    @GoingParabolic
    MSTR did not sell Bitcoin, just moved some coins to a different custodian.
    11/15/2025 17:51
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    Udi Wertheimer
    @udiWertheimer
    1. the rumors that $MSTR and @saylor are selling btc are absurd. i have absolutely no doubt that they aren’t selling any i don’t even need to look anywhere 2. in fact people will probably find out that they acquired way more this week than they did ...
    11/14/2025 21:28
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    Dyme
    @CryptoParadyme
    MSTR bounce in the 160s https://t.co/dm5nOBt9ed
    Post Media
    11/14/2025 18:29
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    Ran Neuner
    @cryptomanran
    If you're new here, When you start seeing $MSTR FUD and posts that they are selling or will be liquidated soon, that's usually close to the bottom.
    11/14/2025 15:41
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    Clemente
    @Chilearmy123
    The average Microstrategy investor be like $MSTR https://t.co/hNWpfWD5gj
    Post Media
    11/14/2025 14:58
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    Santiago Capital
    @SantiagoAuFund
    #MSTR https://t.co/TlUN6Kc2mK
    Post Media
    11/14/2025 14:39
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    Coin Bureau
    @coinbureau
    🚨STRATEGY'S EVP SOLD MSTR SHARES! EVP Shao Wei-Ming unloaded 2,600 $MSTR shares for $581,535 on Nov 14, after selling 10,668 shares earlier in the week for about $2.58 MILLION. https://t.co/rQZth1Ex2e
    Post Media
    11/14/2025 14:35
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    Pio
    @piovincenzo_
    $MSTR is still one of the best companies in the world :) even though the price of the stock is lower than it was last year This is volatility ;) Give it time and remember I tweeted this https://t.co/Etlmp9XYlm
    Post Media
    11/14/2025 03:11
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    David 🏹
    @d_gilz
    Bearish engulfing candle on MSTR mNav mateys
    11/13/2025 20:20
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    Clemente
    @Chilearmy123
    I DEMAND A REFUND @saylor $MSTR https://t.co/Gk1EHTaqy9
    Post Media
    11/13/2025 19:26
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    Beanie
    @beaniemaxi
    $MSTR now down 28% this year. And Bitcoin is up 7%. The gap is 35%. It keeps widening. https://t.co/YaPE7XGEuv
    Post Media
    11/13/2025 18:07
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    wassieloyer
    @wassielawyer
    Had dinner w my former boss who shared a theory re BTC. He’s giga bullish BTC and MSTR bc he believes a future Trump might try to acquire a golden share / nationalise MSTR to print against BTC. In other words low float high FDV away the US debt. ...
    11/13/2025 16:41
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    Michael Saylor
    @saylor
    I spoke with @YahooFinance about $BTC volatility, treasury strategies, energy challenges, $MSTR short-sellers, the shutdown, using AI & social media to turbocharge growth, and the role of digital equity, capital & credit—like $STRC. https://t...
    Post Media
    11/13/2025 14:20
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    Fred Krueger
    @dotkrueger
    The value of MSTR is less than the value of the amount of Bitcoin held by MSTR. Josh Mandell does not understand this / claims it is incorrect. Who is right?
    11/13/2025 10:00
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    Fred Krueger
    @dotkrueger
    Nakamoto went from 0.92 mNav to 1.1 mNav and back to 0.92 mNav in less than 30 days -- a 19% difference. The narrative is broken on the entire sector. MSTR are 1.21x, mMTLPF at 1.2x. https://t.co/Dbt8tz8pkG
    Post Media
    11/13/2025 05:58
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    Fred Krueger
    @dotkrueger
    The value of MSTR is less than the value of the BTC they own.
    11/13/2025 04:08
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    based16z
    @based16z
    If you look at the Robinhood user top 100 most owned stocks index it includes: DKNG, ACHR, QBTS,MSTR, RGTI, SOUN, GME, etc… So I would guess their balances are deteriorating faster than S+P
    11/13/2025 03:01
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    Clemente
    @Chilearmy123
    The guy that convinces you to buy $MSTR at $450 then tells you to buy the dip when you’re down 50% and Microstrategy is collapsing https://t.co/a5lPRn6VtT
    Post Media
    11/12/2025 22:49
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    Clouted
    @CloutedMind
    some think MSTR under NAV is bearish but some... think this is the biggest value purchase you could possibly make which way western retard
    11/12/2025 20:22
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    Taiki Maeda
    @TaikiMaeda2
    MSTR mNAV compression looks eerily similar to the end of last cycle. Is this not a concern for bulls? Genuinely curious for an optimistic view regarding the state of DATs. https://t.co/as0vPgetnB
    Post Media
    11/12/2025 18:29
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    Dyme
    @CryptoParadyme
    Saylor really started including silver in his bitcoin presentations last year, and then MSTR and BTC started underperforming it.
    11/12/2025 17:06
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    Bob Loukas 🗽
    @BobLoukas
    $MSTR is in a clear bear market structure now. Down -35% over 12 months and DAT's out of demand/money, all while we're in a bull market! This is a proxy for Bitcoin speculative demand and certainly not a good sign for this phase of the 4yr Cycle....
    Post Media
    11/12/2025 16:42
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    //Bitcoin 𝕵ack 🐐
    @BTC_JackSparrow
    $MSTR bottoms here
    11/12/2025 14:17
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    Sisyphus
    @0xSisyphus
    MSTR valuation has compressed to its NAV, with monthly buying less than $100 million (compared to last year when he was buying $1 billion plus a month) Hyperliquid https://t.co/wqUvvbctGM
    Post Media
    11/12/2025 13:36
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    Michael Saylor
    @saylor
    Yesterday I outlined how Digital Capital $BTC, Digital Treasuries $MSTR, and Digital Credit $STRC are reshaping the global capital markets. https://t.co/As64Rf8pFe
    11/12/2025 13:04
    434K
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    McKenna
    @Crypto_McKenna
    The BTC extremity was perfectly timed with MSTR double top. I think once MSTR bottoms the BTC move will begin possibly December 25 or Q1 2026. https://t.co/32ty3gIjf4
    Post Media
    11/12/2025 10:45
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    Description

    #1509

    MicroStrategy is an enterprise software company that develops analytics and business intelligence platforms for cloud and on-premises use. Since 2020, it is also known for holding large amounts of Bitcoin as a corporate asset.

    Sector: Tokenized Stocks
    Blockchain: Solana
    2025

    Social Statistics

    Mindshare (24h)
    0.00%
    Mindshare Momentum
    Down
    Net Sentiment
    Neutral
    Sentiment Momentum
    Down

    Featured Tweet

    Bullish
    User Avatar
    @thedefivillain
    Why do people buy $MSTR? Because the whole structure is optimized for one single goal: increasing BTC-per-share In other words, if the strategy works as intended, then MSTR mechanically outperforms BTC over a long timeframe (you know, it's that thi...
    12/8/2025 22:35
    9.9K
    25
    2
    90
    12