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...
MicroStrategy xStock (MSTR)
Sentiment
Shows the token's social media mindshare and sentiment over time
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...
12/10/2025 08:51
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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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🇨🇦 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...
12/6/2025 10:30
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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...
12/5/2025 04:20
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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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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...
12/4/2025 22:14
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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 - 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!...
12/4/2025 19:34
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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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I sat down with Jeff Park (@dgt10011) to discuss the latest FUD around $MSTR and @Tether_to, including what’s real, what’s noise, and why these narratives keep coming back.
Jeff also explains why crypto sentiment feels so beaten down, what’s actual...
12/3/2025 22:31
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$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 ...
12/3/2025 15:45
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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...
12/3/2025 09:43
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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/...
12/3/2025 09:34
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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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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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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...
12/2/2025 15:09
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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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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. $760m annual debt service with mNAV at 1.2x means the leverage game just ended. mstr trading like ...
12/2/2025 05:09
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the contemporary thought i see circled is that at [$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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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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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 ...
12/1/2025 18:56
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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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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...
12/1/2025 16:37
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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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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...
12/1/2025 09:18
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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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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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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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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...
11/27/2025 09:27
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🚨 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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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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⚡️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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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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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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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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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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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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Math lesson
If MSTR trades at 0.8× mNAV (a 20% discount to its BTC), and the company issues $10B of preferreds to buy back its own stock, mNAV jumps back to ~1.0×.
Now, this is hard to do in a bear market. Easy to do in a Bull market (as leverage)
11/21/2025 17:59
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There's no honor in fomo buying green, but we only get a few of these wipeouts a year and buying into this red has always felt smart in hindsight. Cycle over? MSTR kicked out of the stock market? Tom Lee dumped by Pamela? Remember narrative follows p...
11/21/2025 15:55
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ANALYSIS. 1/5
One of the things that sparked the selloff starting Oct 10 was the notice that MSTR might be removed from the MSCI index on Jan 13.
A lot of us didn't pick up on it, but that was a partial cause of the first "flash crash" that took th...
11/21/2025 12:03
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$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 ...
11/20/2025 21:16
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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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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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🚨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...
11/17/2025 11:01
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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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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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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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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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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 $STRC. https://t...
11/13/2025 14:20
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$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....
11/12/2025 16:42
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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 |
Social Statistics
Social media metrics tracking this token's online presence. Mindshare shows the percentage of crypto discussion focused on this token. Momentum indicates trend direction (rising or falling). Net Sentiment measures overall community sentiment (positive, negative, or neutral) based on the difference between positive and negative mentions.
Mindshare (24h)
0.00%
Mindshare Momentum
Down
Net Sentiment
Neutral
Sentiment Momentum
Down
Featured Tweet
Post with highest engagement and good quality mentioning MicroStrategy xStock in the past week















































































