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Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending after its latest earnings report, which revealed a revenue miss largely driven by a sharp decline in crypto trading volume, despite an EPS beat. The community is divided, with some viewing the dip as a long-term buying opportunity due to new product initiatives like prediction markets, while others raise concerns over valuation and slowing growth.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is trending amidst a post-earnings sell-off, with discussions centered on its Q4 revenue miss and Q1 guidance, despite an EPS beat from a tax benefit and a newly authorized $1 billion share buyback; the community debates whether this reflects an overreaction or deep-seated concerns about autonomous vehicle disruption and competitive positioning against Uber.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending as the community actively discusses how the FDA's refusal to review Moderna's influenza vaccine significantly enhances the market potential and value of Novavax's protein-based vaccine pipeline and its Matrix-M adjuvant technology. This fuels anticipation for new partnerships and intensified calls for management accountability amidst persistent short interest.

Mattel, Inc. engages in the ownership of children's and family entertainment franchises. It operates through the following segments: North America, International, and American Girl. The North America and International segments focus on marketing and selling toys and consumer products. The American Girl segment includes marketing, retailing, and publishing dedicated to its mission to help girls grow up with confidence and character. The company was founded by Elliot Handler, Ruth Handler, and Harold Matson in 1945 and is headquartered in El Segundo, CA.

Mattel, Inc.

Mattel experienced a dramatic sell-off, with its stock hitting both a 52-week high and low in the same day, after reporting a Q4 earnings miss and a weaker FY26 profit outlook. While some are shocked by the decline, a significant portion of the community views the reaction as "overdone" and is "loading up" on what they perceive as a discounted buying opportunity, alongside news of the company acquiring full ownership of its Mattel163 mobile game studio.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is trending after reporting weaker recent earnings and significant losses in its electric vehicle division, but strong future profit guidance and a strategic pivot to hybrids are driving positive investor sentiment and a perceived "margin-rebuild" narrative. This has sparked mixed community reactions and ongoing discussion around broader auto sector challenges with EV profitability.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is trending following its earnings report, which showed a revenue beat and strong long-term growth guidance alongside a leadership transition, but also a significant EPS miss. This has sparked a polarized community debate, with bulls highlighting the AI-driven growth potential and short-squeeze possibilities, while bears emphasize macro headwinds impacting consumer credit and a concerning lack of profitability despite revenue increases.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is trending after exceeding earnings expectations and securing a major warrant deal with Amazon for future purchases, with the community actively debating its crucial position in AI infrastructure connectivity amid its characteristic volatility.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is drawing significant attention ahead of its imminent earnings report, fueling a strong debate among investors as many anticipate a powerful rebound driven by robust holiday sales and AI integration benefits, while others remain cautious about its high valuation amid a broader software sector pullback.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending due to a strong earnings beat and robust revenue guidance, with its CEO emphasizing the company's critical role as the "backbone of the agentic internet" amid surging AI demand, distinguishing its performance during a broader software sector downturn.

Upstream Bio, Inc. is a clinical-stage biotechnology company, which engages in the development of treatments for inflammatory diseases, with an initial focus on severe respiratory disorders. It develops verekitug, the only known antagonist currently in clinical development that targets the receptor for Thymic Stromal Lymphopoietin. The company was founded in April 2021 and is headquartered in Waltham, MA.

Upstream Bio Inc.

Upstream Bio is trending amidst positive Phase 2 data for its verekitug program in rhinosinusitis and multiple analyst upgrades, as the community discusses its differentiated TSLP receptor inhibition as a potential "game changer" for severe respiratory diseases. Investors are eagerly anticipating its role as a possible "next blockbuster drug" in the competitive biotech landscape.

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<ul class="summary-bullets"><li>On-chain data suggests the latest transaction totaled approximately $83.4 million.</li><li>BMNR’s stock declined in after-hours trading after rising during the regular session.</li><li>Executive chairman Tom Lee anticipates a ‘V-shaped’ recovery for Ethereum’s price, reiterating that the altcoin will hit a fresh record high in 2026.</li></ul>Tom Lee-backed Bitmine Immersion Technologies (BMNR) continued adding to its Ethereum holdings Monday night, reportedly acquiring another 40,000 ETH after disclosing earlier in the day that it had already added 40,000 ETH over the past week.<a href="https://stocktwits.com/symbol/BMNR/">BMNR’s stock</a> fell 1.35% after hours, following a gain of 4.79% in the regular session. On Stocktwits, retail sentiment around the company remained in ‘bearish’ territory amid ‘high’ levels of chatter over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_10_011605_png_b8ad53114b.webp" alt="Screenshot 2026-02-10 011605.png" width="1243" height="130"><figcaption>BMNR retail sentiment and message volume on February 10 as of 12:15 a.m. ET | Source: Stocktwits</figcaption></figure>According to data on Arkham Intelligence,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2021033637723209828">spotted</a> by LookOnChain, Bitmine added 40,000 Ethereum for $83.4 million on Monday. This comes after Bitmine announced that its treasury holdings, with also include its ‘moon shot’ bets on Beast Industries and Eightco Holdings (ORBS), cash and small amount of Bitcoin (BTC), in addition to its primary reserve asset of Ethereum, has crossed $10 billion in value.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2021033637723209828" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_10_011738_png_e0915ce2f4.webp" alt="Screenshot 2026-02-10 011738.png" width="807" height="1115"></a><figcaption>Source: @LookOnChain citing Arkham Intelligence data via X</figcaption></figure><h2 class="st-heading-2">Tom Lee Expects Ethereum To Recover In 2026</h2>The move follows comments from executive chairman Tom Lee on Monday who reiterated his bullish stance on Ethereum, and noted that the ETH’s price is likely to stage a comeback after its most recent drawdown.&nbsp;"ETH sees V-shaped recoveries from major lows,” he said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BitMNR/status/2020869767461273671?s=20">statement.</a> “This happened in each of the 8 prior declines of 50% or more. A similar recovery is expected in 2026.” Lee added that such dips are the&nbsp; “best investment opportunities in crypto.”&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> continued to hold ground above the $2,000 mark on Monday night, down 1.8% in the last 24 hours. On Stocktwits, retail sentiment around the leading altcoin trended in ‘bullish’ territory with chatter at ‘high’ levels over the past day.&nbsp;&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_10_011627_png_3be858786e.webp" alt="Screenshot 2026-02-10 011627.png" width="1248" height="125"><figcaption>ETH retail sentiment and message volume on February 10 as of 12:15 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">What Is Retail Saying?</h2>One user on Stocktwits predicted that if BMNR continues to pick up Ethereum at its current rate, the company is likely to meet&nbsp;its goal of accumulating 5% of the cryptocurrency’s circulating supply by October this year.<stembedurl>https://www.stocktwits.com/packersone/message/644527178</stembedurl>Another said Lee’s “V-shape recovery” prediction will likely lead to new record highs for BMNR’s stock.<stembedurl>https://www.stocktwits.com/Tedamerica/message/644482323</stembedurl>BMNR’s stock has fallen 23% so far this year, but has more than quadrupled in value over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-ark-adds-bullish-shares-after-crypto-exchange-jumps-16/cZbxMg3R4oU">Cathie Wood’s ARK Adds Bullish Shares After Peter Thiel–Backed Crypto Exchange Jumps 16%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee Sees ‘V-Shaped’ Ethereum Price Recovery While BMNR Adds Another 40,000 ETH To Its Coffers

Bitmine Immersion Technologies reportedly acquired another 40,000 Ethereum late Monday, following an earlier disclosure of 40,000 ETH added over the past week.

BMNR’s Tom Lee Sees ‘V-Shaped’ Ethereum Price Recovery While Bitmine Adds Another 40,000 ETH 

Cryptocurrency

<ul class="summary-bullets"><li>BMNR and CLSK shares were also in the red after hours.</li><li>BMNR had announced earlier in the day that the value of holdings across Ethereum, cash, and its ‘moon shot’ bets had crossed $10&nbsp;billion.&nbsp;</li><li>Metalpha Technology was the latest player to join the digital asset treasury bandwagon, after its board approved a Bitcoin allocation plan of up to 20% of annual net profit.</li></ul>Forward Industries (FWDI) and Michael Saylor-backed Strategy (MSTR) led losses among crypto-linked equities in overnight trading on Monday, while Bitcoin (BTC) slipped back below $70,000.<a href="https://stocktwits.com/symbol/FWDI">FWDI’s stock</a> fell 4.59% after hours, reversing part of a 4.21% gain during the regular session.&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> slipped 1.51% in overnight trading after rising 2.6% earlier in the day.On Stocktwits, retail sentiment around FWDI’s shares rose to ‘extremely bullish’ from ‘bullish’ over the past day, with chatter at ‘high’ levels. Retail sentiment around Strategy’s stock remained in the ‘neutral’ zone, with message volumes at ‘extremely high’ levels.&nbsp;Users on the platform poked fun at Saylor, noting that the stock remained stuck in the doldrums despite Monday’s disclosure of a fresh Bitcoin purchase.<stembedurl>https://www.stocktwits.com/StockTE/message/644526294</stembedurl>Others shared concerns over dilution even after CEO Phong Le attempted to <a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-to-8000-strategy-ceo-worst-case-scenario/cZbFgXaR4F5">reassure shareholders</a> during last week’s fourth quarter (Q4) earnings call, stating that MSTR’s Bitcoin reserve would only equal its net debt if BTC’s price dropped to $8,000.<stembedurl>https://www.stocktwits.com/Knot2/message/644524100</stembedurl><h2 class="st-heading-2">MSTR Spends Another $90 Million On Bitcoin</h2>FWDI, the Solana (SOL)-based digital asset treasury, announced on Monday that it plans to announce its earnings on Thursday, after market close. Meanwhile, Strategy on Monday announced that it had acquired another 1,142 Bitcoin for around $90 million over the last week to add to its coffers. The company currently holds around 714,644 BTC in its treasury, acquired for an aggregate purchase price of around $54.35 billion.&nbsp;<a href="https://stocktwits.com/symbol/BTC.X">Bitcoin’s price</a> was down more than 2% in the last 24 hours to around $69,700. This puts the value of MSTR’s treasury at around $49.8 billion – lower than how much it has spent buying the apex cryptocurrency. On Stockwits, retail sentiment around Bitcoin remained in ‘bearish’ territory over the past day, with chatter at ‘extremely high’ levels.&nbsp;<h2 class="st-heading-2">CLSK, BMNR Stocks Follow The Dip</h2>Other crypto equities to see a dip of more than 1% in overnight trade included CleanSpark (CLSK), down 1.37%, and Tom Lee-backed Bitmine Immersion Technologies (BMNR), which fell 1.35%.&nbsp;Keefe Bruyette lowered its price target on CleanSpark to $14 from $18 while maintaining an ‘Outperform’ rating, citing added uncertainty tied to ERCOT’s proposed batch study and its implications for Texas-based operations. Clear Street also reduced its price target to $22 from $27, reiterating a ‘Buy’ rating and pointing to ongoing demand for high-performance computing, partially offset by weaker Bitcoin prices.Meanwhile, Bitmine announced on Monday that its combined crypto, cash, and strategic investments have crossed the $10 billion mark. The company’s holdings included 4.33 million ETH, 193 Bitcoin, a $200 million stake in Beast Industries, a $19 million stake in Eightco Holdings (ORBS), and $595 million in cash. BMNR said its ETH holdings represent about 3.58% of the total Ethereum supply, maintaining a target to acquire 5%, with roughly $6.2 billion staked.&nbsp;<h2 class="st-heading-2">Smaller Crypto Equities Buck Overnight Weakness</h2>Exodus Movement (EXOD) and iPower (IPW) led gains among crypto-linked equities, rising more than 2% in overnight trading. Genius Group (GNS), Gemini (GEMI), and Strive Asset Management (ASST) posted gains of more than 1%.Metalpha Technology (MATH) was the newest player to join the DAT bandwagon, with its board approving a Bitcoin allocation plan of up to 20% of annual net profit, which comes up to around $3.2 million. The company executed an initial $1 million Bitcoin&nbsp;purchase on Monday.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-ark-adds-bullish-shares-after-crypto-exchange-jumps-16/cZbxMg3R4oU">Cathie Wood’s ARK Adds Bullish Shares After Peter Thiel–Backed Crypto Exchange Jumps 16%</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image of Bitcoin with stock market data. (Source: Andriy Onufriyenko/Getty Images)

FWDI, MSTR Stocks Lead Overnight Decline In Crypto Equities With Bitcoin’s Price Holding Near $70,000

The dip in the Michael Saylor-backed company comes even after it picked up more Bitcoin for around $90 million on Monday.

Bitmine Immersion Technologies (BMNR) Announces ETH Holdings Reach 4.326 Million Tokens, and Total Crypto and Total Cash Holdings of $10.0 Billion

Bitmine Immersion Technologies (BMNR) Announces ETH Holdings Reach 4.326 Million Tokens, and Total Crypto and Total Cash Holdings of $10.0 Billion Bitmine Immersion Technologies (BMNR) Announces ETH...

<ul class="summary-bullets"><li>BitMine recorded nearly $8 billion in unrealized losses after ETH fell below $2,000 on Thursday.</li><li>Tom Lee told CNBC that BitMine has no plan to liquidate, cited ETH’s 40% drop in 10 days, and said past 60%+ drawdowns have been followed by V-shaped recoveries</li><li>Lee pointed to Ethereum activity metrics, including 117% higher active addresses and 80% higher network usage over six months.</li></ul>BitMine Immersion Technologies (BMNR), the world’s largest Ethereum-focused treasury company, suffered nearly $8 billion in unrealized losses after Ethereum (ETH) fell below $2,000 on Thursday.According to reports, the firm gained about 4.29 million ETH, and DropsTab estimates the position was built at roughly $16.4 billion. At Thursday’s sub-$2,000 ETH prices, that stash was worth about $8.4 billion, leaving BitMine with billions in unrealized losses.&nbsp;Despite the sharp decline, BitMine will not be liquidating its assets. Lee&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=Fh8djni6jHU">told</a> CNBC on Friday that “we have no leverage, no debt,” and said Ethereum was down about 40% over the last 10 days. He said ETH has had seven drawdowns of 60% or more in the last eight years and said those episodes were followed by “V-shaped recoveries.”<a href="https://stocktwits.com/symbol/BMNR">BitMine Immersion (BMNR)</a> shares also fell sharply in recent sessions as Ethereum slid below $2,000, with investors tracking the mark-to-market value of BitMine’s ETH holdings. BMNR was trading at $20.69, up by 1.07% during after hours. The stock closed at $20.47 on Friday. On Stocktwits, retail sentiment around BMNR remained in 'bearish' territory, and chatter remained at 'high' levels over the past day.<h2 class="st-heading-2">A Death Spiral?</h2>When asked about a potential “death spiral” scenario for crypto, Lee said the data on Ethereum usage did not support that, pointing to active addresses “up 117% year over year.” He added that network usage was “up about 80%” over the last six months. Referencing Wall Street tokenization activity, Lee cited firms including UBS, Standard Chartered, and Fidelity, saying institutions are “tokenizing products on Ethereum,” and said utility measures were rising even as prices fell.Lee also outlined BitMine’s balance sheet, saying the company holds about 4.3 million ETH that earned roughly 3% annually. He added BitMine had roughly $600 million in cash earning about 4% in money markets, and said it generated about “$1 million a day” in net income, or roughly $60 million a year.<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at $2,028, up by 7% over 24 hours. On Stockwits, the retail sentiment around ETH remained in the ‘neutral’ territory, as chatter levels around it remained ‘extremely high’ over the past day.<h2 class="st-heading-2">Treasury-Style Crypto Balance Sheets Back In Focus</h2>Lee linked the broader market mood to recent volatility in crypto-linked public companies, pointing to Strategy as a key example. The comments came as BitMine disclosed unrealized losses on its ether holdings, a day after Strategy reported a sharply wider quarterly loss tied to Bitcoin’s downturn.Strategy (MSTR)&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.strategy.com/press/strategy-announces-fourth-quarter-2025-financial-results_02-05-2026">posted</a> a $12.4 billion loss for the quarter, compared with about $670.8 million a year earlier, as Bitcoin prices fell during the period. Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ark-invests-cathie-wood-flags-3-reasons-behind-the-market-crash/cZbpjUdR4FC">Ark Invest’s Cathie Wood Flags 3 Reasons Behind The Market Crash</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Ethereum’s Drop Below $2,000 Leaves BitMine Facing Nearly $8 Billion In Paper Losses

BitMine won’t liquidate after ETH’s 40% drop in 10 days, with Tom Lee saying the firm has no leverage or debt despite the selloff.

Ethereum Drops Below $2K, Leaves BMNR In $8B Paper Loss

Equity

BitMine won’t liquidate after ETH’s 40% drop in 10 days, with Tom Lee saying the firm has no leverage or debt despite the selloff.


<ul class="summary-bullets"><li>Michael Saylor’s Strategy is scheduled to report fourth-quarter earnings after the bell on Thursday.</li><li>It announced that Bitmine Immersion Technologies’ Tom Lee is set to join the earnings call alongside company leadership.</li><li>So far this year, the shares are down 16%, extending losses to more than 60% over the past 12 months amid the slump in the cryptocurrency market.</li></ul>Strategy (MSTR) is set to report its fourth quarter (Q4) earnings after the bell on Thursday, with Bitmine Immersion Technologies’ Tom Lee slated to join the earnings call.&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> was among the top trending tickers on Stocktwits on Thursday morning as the shares fell 1.50% in overnight trade, following a dip of over 3% in the regular session – it’s third day in the red. Retail sentiment around the Bitcoin (BTC) proxy remained in ‘bearish’ territory, accompanied by ‘high’ levels of chatter over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_045732_png_513382ef82.webp" alt="Screenshot 2026-02-05 045732.png" width="1242" height="125"><figcaption>MSTR retail sentiment and message volume on February 5 as of 4:20 a.m. ET | Source: Stocktwits</figcaption></figure>The stock has been in free fall this year, with the crypto market&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-price-plunges-below-71000-with-traders-bracing-for-deeper-losses/cZbmHq0R4NF">slumping to below $2.5 trillion</a>, and Bitcoin’s price is&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/why-is-bitcoin-dropping-btc-price-slides-towards-70000-on-campaign-selling/cZbmzrhR4NH">testing the $70,000 support level.</a> Wall Street is expecting Strategy to report a loss of $0.08 per share on revenue of $119.12 million, as per Stocktwits data. &nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/Strategy/status/2019185353756717439" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_050839_png_da325c9b17.webp" alt="Screenshot 2026-02-05 050839.png" width="819" height="717"></a><figcaption>Source: Strategy</figcaption></figure><h2 class="st-heading-2">MSTR’s Stock Faces Longest Losing Streak On Record</h2>Shares of Strategy are on pace to finish lower for an eighth consecutive month, marking the longest losing streak in the company’s trading history. So far this year, the shares are down 16%, extending losses to more than 60% over the past 12 months.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260205_042624864_png_d8dd381f4a.webp" alt="koyfin_20260205_042624864.png" width="2400" height="1240"><figcaption>Monthly losses seen by MSTR's stock since its market debut. | Source: Koyfin</figcaption></figure>According to ‘The Big Short’ investor Michael Burry, MSTR’s stock is at risk of heading into a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/michael-burry-flags-death-spiral-for-mstr-miners-if-bitcoin-price-keeps-falling/cZbSHCsR4ZB">“death spiral”</a> if Bitcoin falls another 10%.&nbsp;<a href="https://stocktwits.com/symbol/BTC.X">BTC’s price</a> dropped 5.9% in the last 24 hours to around $71,600 as it recovered from an intra-day low of nearly $70,000, according to CoinGecko data.&nbsp;<h2 class="st-heading-2">What Are Retail Traders Saying About MSTR’s Stock?</h2>One user on Stocktwits said that Saylor may have a “surprise up his sleeve” for the earnings call.<stembedurl>https://www.stocktwits.com/Steve_TheBull_Rogers/message/644013342</stembedurl>Another joked that the company may switch its name to ‘Tragedy’ as Bitcoin’s price continues to fall.<stembedurl>https://www.stocktwits.com/Angelo_G/message/644060779</stembedurl>Others weren’t as light-hearted about MSTR’s slump, citing liquidation risks and possible bankruptcy.<stembedurl>https://www.stocktwits.com/BABUCROC_SNIPER/message/644067075</stembedurl><stembedurl>https://www.stocktwits.com/shankenheim/message/644058545</stembedurl><h2 class="st-heading-2">Analysts Worry About Bitcoin-Driven Losses</h2>On Wednesday, Canaccord slashed its price target on Strategy’s stock to $185 from $474 while maintaining a ‘Buy’ rating. The firm cited weaker cryptocurrency prices and a compression in Strategy’s premium relative to its Bitcoin holdings. It expects Strategy to report an unrealized loss in Q4, driven by Bitcoin’s decline during the period.&nbsp;In January, Strategy was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/bitcoin-hoarder-strategy-reveals-1744-billion-unrealized-loss-fourth-quarter-2026-01-05/">reportedly</a> sitting on an unrealized loss of $17.44 billion in the fourth quarter due to Bitcoin’s slump, which led to the value of the company’s stockpile taking a hit. For the year 2025, the company reported a $5.40 billion unrealized loss on digital assets. At the time, it also slashed its earnings forecast for 2025, citing a weak run in bitcoin.While Canaccord continues to view Strategy as a long-term store-of-value vehicle, it noted that Bitcoin has increasingly traded like a risk asset over the past year. It maintained that Strategy is positioned to withstand a prolonged downturn.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-hits-end-of-winter-moment-michael-burry-mike-novogratz-agree/cZbmUZPR4NM">Bitcoin Hits ‘End-Of-Winter’ Moment? Michael Burry, Mike Novogratz And Matt Hougan Are On The Same Page</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

(L-R) Thomas Lee, Michael J. Saylor and Dan Ives on September 16, 2025 in Washington, DC. (Photo by Tasos Katopodis/Getty Images)

BMNR’s Tom Lee Set To Join MSTR’s Michael Saylor On Strategy’s Q4 Earnings Call Amid Record Eight-Month Stock Slide

Shares of Strategy are on pace to finish lower for an eighth consecutive month, marking the longest losing streak in the company’s trading history.

<ul class="summary-bullets"><li>Ark Invest reduced the pace of its crypto dip-buying on Wednesday after heavy activity earlier in the week.</li><li>The firm did not add shares of Robinhood or Bitmine Immersion Technologies, two of its largest recent crypto-related purchases.</li><li>ARKK and ARKF both continued to add holdings in Bullish and Circle Internet Group.</li></ul>Cathie Wood-led Ark Invest dialed back its crypto dip-buying spree on Wednesday, opting not to add more Robinhood (HOOD) or Bitmine Immersion Technologies’ (BMNR) shares while continuing to add stocks of Bullish (BLSH) and stablecoin issuer Circle Internet (CRCL) to its portfolios.&nbsp;The ARK Innovation ETF (ARKK) added 56,451 shares of Bullish and 11,637 shares of Circle. Meanwhile, the ARK Fintech Innovation ETF (ARKF) added 26,643 shares of Bullish and 3,231 shares of Circle. he shift marked a pause in Ark’s recent buying of Robinhood and Tom Lee-backed Bitmine, which had been among the firm’s most aggressive crypto-related purchases on&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-says-i-would-shift-from-gold-to-bitcoin-as-ark-invest-buys-the-dip/cZbikVHR4lf">Monday</a> and&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-ark-invest-adds-coin-bmnr-hood-in-second-day-of-dip-buying/cZbSnWdR4mx">Tuesday.</a><h2 class="st-heading-2">Circle, Bullish Shares Trade Below IPO Price</h2>Among Ark Invest’s bucket of select crypto-linked equities, Circle and Bullish are both companies that launched in the public arena last year and they’re both trading below their initial public offering (IPO) price. Shares of Bullish are down nearly 70% while CRCL’s stock has dropped around 20% since its debut.<a href="https://stocktwits.com/symbol/CRCL">CRCL’s stock</a> edged 0.47% lower after hours following a drop of nearly 2% in the regular session. On Stocktwits, retail sentiment around the company remained in ‘neutral’ territory, accompanied by ‘high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_030953_png_ef87662db4.webp" alt="Screenshot 2026-02-05 030953.png" width="1248" height="138"><figcaption>BTC retail sentiment and message volume on February 5 as of 2:25 a.m. ET | Source: Stocktwits</figcaption></figure>In comparison,&nbsp;<a href="https://stocktwits.com/symbol/BLSH">BLSH’s stock</a> moved 0.73% higher in overnight trade after a fall of 1.59% in the regular session. Retail sentiment on Stocktwits around the Peter Thiel-backed crypto exchange was in the ‘bullish’ zone with message volume at ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_030941_png_506ca5eaa9.webp" alt="Screenshot 2026-02-05 030941.png" width="1245" height="129"><figcaption>BLSH retail sentiment and message volume on February 5 as of 2:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Diverging Retail Sentiment Between ARKK And ARKF</h2>Both Ark Invest’s flagship ARKK and its crypto-focused ARKF rebounded in after-hours trading, though retail sentiment diverged sharply between the two. Activity on both Stocktwits streams surged during Cathie Wood’s crypto dip-buying spree, with message volume up 130% for ARKK over the past week and climbing 166% for ARKF.One user warned that Wood’s dip-buying should push ARKK’s price to $50 from its current level above $70.<stembedurl>https://www.stocktwits.com/DusterT/message/644044036</stembedurl>Another user joked that Cathie Wood and Fundstrat’s Tom Lee might secretly be the same person.<stembedurl>https://www.stocktwits.com/howardlindzon/message/643935365</stembedurl><a href="https://stocktwits.com/symbol/ARKF">ARKF’s price</a> rose 1.17% in after-hours trading after sliding 4.16% during the regular session. Retail sentiment around the fund sat in ‘extremely bullish’ territory over the past day, supported by ‘high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_031022_png_58897a2ed8.webp" alt="Screenshot 2026-02-05 031022.png" width="1247" height="122"><figcaption>ARKF retail sentiment and message volume on February 5 as of 2:45 a.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/ARKK">ARKK’s price</a>, meanwhile, edged 0.55% higher overnight following a steeper 4.7% decline in regular trade. Despite the bounce, retail sentiment around the flagship fund remained in the ‘bearish’ zone, even as chatter stayed at ‘extremely high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_031004_png_0c5ba4a80b.webp" alt="Screenshot 2026-02-05 031004.png" width="1247" height="123"><figcaption>ARKK retail sentiment and message volume on February 5 as of 2:50 a.m. ET | Source: Stocktwits</figcaption></figure>Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-ark-invest-adds-coin-bmnr-hood-in-second-day-of-dip-buying/cZbSnWdR4mx">Cathie Wood’s Ark Invest Adds More Robinhood, Coinbase, Bitmine Shares In Crypto Dip Buying Spree</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, CEO & Chief Investment Officer of ARK Invest, speaks onstage during Day 2 of 2023 Invest Fest at Georgia World Congress Center on August 27, 2023 in Atlanta, Georgia. (Photo by Paras Griffin/Getty Images)

Cathie Wood Skipped HOOD, BMNR But Kept Buying These Two Crypto Stocks – Here’s What They Have In Common

Other than both companies being in the cryptocurrency space, the shares of Circle and Bullish were trading below their IPO levels.

<ul class="summary-bullets"><li>Crypto-linked equities continued to decline on Tuesday amid weakness across both crypto and stock markets.</li><li>Bitcoin’s price briefly fell below $94,000, adding to pressure on crypto-related stocks.</li><li>Shares of Robinhood, Coinbase, Bitmine and other crypto equities across Ark Invest’s portfolios extended losses in overnight trade.</li></ul>Cathie Wood’s Ark Invest continued buying the dip in crypto-linked stocks on Tuesday, adding shares of Robinhood (HOOD), Coinbase (COIN), Bitmine Immersion Technologies (BMNR) and other digital asset plays, while Bitcoin (BTC) price plunged below $94,000.The latest purchases followed a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-says-i-would-shift-from-gold-to-bitcoin-as-ark-invest-buys-the-dip/cZbikVHR4lf">heavier bout of buying</a> on Monday, with Ark adding&nbsp; more than 360,000 shares of Robinhood across its funds. Crypto-linked equities have been&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-rebounds-from-14-month-low-while-bitcoin-recovers/cZbii63R4lE">struggling this week</a> amid weakness in both the crypto and stock markets amid the government shutdown and concerns about&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/macro-indicator-bitcoin-traders-watch-has-just-flipped-crypto-analysts-split/cZbiNpeR4lh">limited liquidity</a> in the market.<img src="https://news.stocktwits-cdn.com/5_XO_86_ark_invest_adds_to_crypto_stock_positions_for_second_time_this_week_1_png_939834f176.webp" alt="5XO86-ark-invest-adds-to-crypto-stock-positions-for-second-time-this-week- (1).png">Ark Invest is doubling down on its crypto bets despite the fact that COIN, BMNR and HOOD stocks&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coin-bmnr-hood-stocks-lead-losses-across-cathie-wood-ark-etfs/cmU118rR47p">led losses</a> across its ETFs in the fourth quarter (Q4). Cathie Wood maintains her forecast that Bitcoin’s price is set to hit $1.5 million by 2030.<h2 class="st-heading-2">Coinbase, Bitmine Stocks Fall Despite Ark Purchases</h2><a href="https://stocktwits.com/symbol/HOOD/">HOOD’s stock</a> fell 0.94% in overnight trade after a drop of 3.61% in regular trade. On Stocktwits, retail sentiment around the brokerage remained in ‘extremely bullish’ territory, accompanied by ‘extremely high’ levels of chatter over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_225654_png_8bb60293f2.webp" alt="Screenshot 2026-02-03 225654.png" width="1242" height="126"><figcaption>HOOD retail sentiment and message volume on February 3 as of 10:30 p.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/COIN">Shares of Coinbase</a> edged 0.81% lower after hours following a decline of 4.37% in the session. Retail sentiment around the crypto exchange remained in the ‘bullish’ zone amid ‘high’ levels of chatter over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_225639_png_b5cfac6577.webp" alt="Screenshot 2026-02-03 225639.png" width="1243" height="125"><figcaption>COIN retail sentiment and message volume on February 3 as of 10:30 p.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/BMNR/">BMNR’s stock</a> took a bigger hit of 1.61% in overnight trading following a drop of nearly 2% in the regular session. Retail sentiment around the Tom Lee-backed Ethereum (ETH) digital asset treasury (DAT) was in the ‘bearish’ zone alongside ‘high’ levels of chatter over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_225621_png_09a11c73d2.webp" alt="Screenshot 2026-02-03 225621.png" width="1241" height="125"><figcaption>BMNR retail sentiment and message volume on February 3 as of 10:30 p.m. ET | Source: Stocktwits</figcaption></figure>Shares of Circle Internet Group, the issuer of the USDC stablecoin, edged 0.82% lower after hours following a 4.59% decline during regular trading. Block Inc (XYZ) slipped 0.53% overnight after falling nearly 6% during the session. Bullish (BLSH) shares were flat after hours after dropping 3.93% in the regular session.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-says-i-would-shift-from-gold-to-bitcoin-as-ark-invest-buys-the-dip/cZbikVHR4lf">Cathie Wood Says ‘I Would Shift From Gold To Bitcoin’ As ARK Invest Buys The Dip In Crypto Stocks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CEO & Chief Investment Officer of ARK Invest, Cathie Wood, addresses the audience at Altice Arena Centre Stage during the second day of the Web Summit 2022 in Lisbon. (Photo by Hugo Amaral/SOPA Images/LightRocket via Getty Images)

Cathie Wood’s Ark Invest Adds More Robinhood, Coinbase, Bitmine Shares In Crypto Dip Buying Spree

The purchases followed a heavier round of buying on Monday, which included the addition of more than 360,000 shares of Robinhood.

Cathie Wood’s Ark Invest Adds COIN, BMNR And HOOD In Second Day Of Crypto Dip Buying

The purchases followed a heavier round of buying on Monday, which included the addition of more than 360,000 shares of Robinhood.


<ul class="summary-bullets"><li>Ark Invest picked up more of Robinhood, Bitmine Immersion Technologies, Bullish, Coinbase Global and other crypto-linked equities as they fell on Monday after Bitcoin’s flash crash over the weekend.</li><li>Ark Invest added to its positions in crypto stocks across its ARKK, ARKW and ARKF ETFs.</li><li>All three rose in overnight trading after posting losses during the regular session, but retail sentiment around them on Stocktwits remained mixed.</li></ul>Cathie Wood backed Bitcoin (BTC) over gold in a recent interview, while ARK Invest used Monday’s pull back in the market to buy the dip in crypto-linked equities.&nbsp;“I think if I were a betting person, and I can’t give advice necessarily, but I would make a shift from gold to Bitcoin, because I do think the knocks on Bitcoin in the last year have been stablecoins taking some of the role that Bitcoin was going to to play in emerging markets,” she said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=eLyhwg7Yb-I">interview</a> on The Rundown, reiterating her $1.5 million target on the apex cryptocurrency.&nbsp;Following the interview, on Monday, Ark Invest added Robinhood (HOOD), Circle Internet Group (CRCL), Tom Lee’s Bitmine Immersion Technologies (BMNR) and crypto exchange Bullish (BLSH) to its flagship&nbsp;<a href="https://stocktwits.com/symbol/ARKK/">ARK Innovation ETF (ARKK)</a>. It also acquired more shares of the Ark 21Shares Bitcoin ETF (ARKB) and Robinhood for its&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARK Next Generation Internet ETF (ARKW)</a>.&nbsp;In addition, the fund bought Block Inc (XYZ) and Coinbase Global (COIN) for its&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARK Fintech Innovation ETF (ARKF)</a>. All of the stocks rose in overnight trading amid broader recovery in the crypto market, with HOOD among the top trending tickers on Stocktwits.&nbsp;<img src="https://news.stocktwits-cdn.com/W_Rq_J7_cathie_wood_s_ark_invest_buys_crypto_dip_on_monday_1_png_3ef30c0a0f.webp" alt="WRqJ7-cathie-wood-s-ark-invest-buys-crypto-dip-on-monday- (1).png"><h2 class="st-heading-2">ARK ETFs Gain In After-Hours Trade</h2>ARKK gained 1.40% in overnight trading, after edging 0.68% lower in regular trade on Monday. On Stocktwits, retail sentiment around the ETF remained in ‘bearish’ territory over the past day with chatter at ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_014346_png_85ea2d32aa.webp" alt="Screenshot 2026-02-03 014346.png" width="1246" height="151"><figcaption>ARKK retail sentiment and message volume on February 3 as of 12:45 a.m. ET | Source: Stocktwits</figcaption></figure>Meanwhile, ARKW rose 0.60% after hours following a dip of 1.63% in regular trade. Retail sentiment improved to ‘bullish’ from ‘neutral’ over the past day with chatter steady at ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_014422_png_64647b342f.webp" alt="Screenshot 2026-02-03 014422.png" width="1242" height="137"><figcaption>ARKW retail sentiment and message volume on February 3 as of 12:45 a.m. ET | Source: Stocktwits</figcaption></figure>ARKF edged only 0.47% higher after hours after dropping 1.59% in the regular session. Retail sentiment around the ETF remained in ‘bullish’ territory over the past day with chatter at ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_014403_png_595f920671.webp" alt="Screenshot 2026-02-03 014403.png" width="1250" height="145"><figcaption>ARKF retail sentiment and message volume on February 3 as of 12:50 a.m. ET | Source: Stocktwits</figcaption></figure>One user on the platform applauded the fund for sharing its daily trades, with a bullish position on BMNR.<stembedurl>https://stocktwits.com/Just_Brewski/message/643756338</stembedurl><h2 class="st-heading-2">Stock Moves Mirror Crypto Recovery</h2><a href="https://stocktwits.com/symbol/HOOD">Robinhood’s stock</a> fell to a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-hood-stock-falling-today/cZbgrOOR4kk">six-month low</a> on Monday, dropping nearly 10% in the regular session. After hours, the shares edged 0.36% higher alongside the recovery in Bitcoin (BTC), Ethereum (ETH) and other major tokens.On Stocktwits, retail sentiment around HOOD’s stock improved to ‘extremely bullish’ from ‘bullish’ territory with chatter rising to ‘extremely high’ from ‘high’ levels over the past day. Platform data showed that message volumes surged over 1,000% in that time frame.Cathie Wood also joined other institutional investors like UBS and Vanguard in buying the dip in&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> on Monday. The shares&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-rebounds-from-14-month-low-while-bitcoin-recovers/cZbii63R4lE">fell</a> 9.16% in regular trade before recovering 1.93% after hours. On Stocktwits, retail sentiment around BMNR’s stock remained in ‘bearish’ territory but chatter rose to ‘high’ from ‘normal’ levels over the past day. The company now holds 4.2 million Ethereum (ETH) with around 2.9 million of it staked, a positioning to show that it believes in the long-term durability of the leading altcoin.&nbsp;USDC (USDC) stablecoin issuer <a href="https://stocktwits.com/symbol/CRCL">Circle’s stock</a> rose 1.33% in after hours trade, with <a href="https://stocktwits.com/symbol/COIN">Coinbase’s stock</a> gaining 0.86%. Shares of Bullish and Block edged 0.66% and 0.13% higher respectively.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-rebounds-from-14-month-low-while-bitcoin-recovers/cZbii63R4lE">MSTR Stock Rebounds From 14-Month Low While Bitcoin Recovers – HOOD, BMNR Stabilize After Nearly 10% Drop</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, Founder & CEO, Ark Invest, speaks during the second day of the FII PRIORITY Summit

Cathie Wood Says ‘I Would Shift From Gold To Bitcoin’ As ARK Invest Buys The Dip In Crypto Stocks

In a recent interview on The Rundown, Wood said the focus on stablecoins last year took the wind out from under Bitcoin but the apex cryptocurrency is poised to rise again.

Cathie Wood Backs Bitcoin Over Gold While ARK Invest Adds BMNR, CRCL, HOOD, BLSH

<ul class="summary-bullets"><li>MSTR’s stock rose 1.66% after hours, following a loss of nearly 7% during the session.&nbsp;</li><li>Shares of Robinhood and Bitmine also recovered in overnight trading after dropping nearly 10% each during regular trading.</li><li>Crypto exchanges Coinbase Global, Gemini Space Station, and Bullish also edged higher after the close.&nbsp;</li></ul>Michael Saylor-backed Strategy (MSTR) slid to a 14-month low during regular trading on Monday before rebounding in after-hours action, tracking Bitcoin’s recovery toward $79,000.<a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> rose 1.66% after hours, following a loss of 6.73% during the session. On Stocktwits, retail sentiment around the Bitcoin proxy also recovered to ‘neutral’ from ‘bearish’ territory, with chatter steady at ‘high’ levels over the past day. The move comes after Strategy announced it had bought 855 BTC for around $75 million, bringing its total Bitcoin horde to 715,502 Bitcoin.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_232807_png_e67d5babe3.webp" alt="Screenshot 2026-02-02 232807.png" width="1255" height="130"><figcaption>MSTR retail sentiment and message volume on February 2 as of 9:55 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Bitcoin Rebounds, Sentiment Edges Higher</h2><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> rose 4.3% in the last 24 hours to around $78,319, paring gains from an intra-day high of around $79,100. On Stocktwits, retail sentiment around the apex cryptocurrency improved to ‘bearish’ from ‘extremely bearish’ territory with chatter remaining at ‘extremely high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_232727_png_c55bfa719a.webp" alt="Screenshot 2026-02-02 232727.png" width="1241" height="143"><figcaption>BTC retail sentiment and message volume on February 2 as of 10:00 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">HOOD, BMNR Stocks Rise After 10% Dip</h2>Other crypto-linked stocks also stabilized overnight. Robinhood (HOOD) and Tom Lee’s Bitmine Immersion Technologies (BMNR) moved higher after suffering a loss of nearly 10% during the session.&nbsp;<a href="https://stocktwits.com/symbol/HOOD">HOOD’s stock</a> was among the top trending tickers on Stocktwits at the time of writing, edging 0.38% higher in overnight trade. The stock fell to a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-hood-stock-falling-today/cZbgrOOR4kk">six-month low</a>&nbsp; in regular trade, while Piper Sandler flagged off that its cryptocurrency trade volumes may take a hit from falling token prices.&nbsp;Cathie Wood’s ARK Invest bought the dip, adding nearly 365,000 shares to its flagship ARK Innovation Exchange Traded Fund (AKK) and ARK Next Generation Internet ETF (ARKW). On Stocktwits, retail sentiment around HOOD’s stock rose to ‘extremely bullish’ from ‘bullish’ territory over the past day, as chatter rose to ‘extremely high’ from ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_232756_png_ce61728947.webp" alt="Screenshot 2026-02-02 232756.png" width="1248" height="147"><figcaption>BTC retail sentiment and message volume on February 2 as of 10:15 p.m. ET | Source: Stocktwits</figcaption></figure>Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> rose 1.93% after hours, following a loss of 9.16% even as the company loaded up on around 42,000 Ethereum (ETH) worth $97 million. The company now holds 4.2 million ETH with around 2.9 million of it staked. Institutional investors, including Cathie Wood, Vanguard and UBS, were also reported buyers of BMNR shares during the pullback.&nbsp;On Stocktwits, retail sentiment around BMNR’s stock remained in ‘bearish’ territory even as chatter rose to ‘high’ from ‘normal’ levels over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_232743_png_aea08e8297.webp" alt="Screenshot 2026-02-02 232743.png" width="1256" height="132"><figcaption>BTC retail sentiment and message volume on February 2 as of 10:20 p.m. ET | Source: Stocktwits</figcaption></figure>Crypto exchanges Coinbase Global (COIN), Gemini Space Station (GEMI), and Bullish (BLSH) also edged higher after the close. SharpLink Gaming (SBET) and Strive Asset Management (ASST), which dropped 12.27% and 11.92% respectively during regular trading, pared losses in late trading.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-bmnr-stocks-feel-the-heat-even-as-bitcoin-recovers-to-77000/cZbgZV2R4k4">MSTR, BMNR Stocks Feel The Heat Even As Bitcoin Recovers To $77,000 – Crypto Faces Over $800 Million Liquidation Wave</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Saylor speaks on stage during Bitcoin Conference 2023 at Miami Beach Convention Center on May 19, 2023 in Miami Beach, Florida. (Photo by Jason Koerner/Getty Images for Bitcoin Magazine)

MSTR Stock Rebounds From 14-Month Low While Bitcoin Recovers – HOOD, BMNR Stabilize After Nearly 10% Drop

Michael Saylor-backed Strategy (MSTR) slid to a 14-month low during regular trading on Monday before rebounding in after-hours action, tracking Bitcoin’s recovery toward $79,000.

Both Strategy and Bitmine Immersion Technologies reported fresh crypto buys on Monday.

<ul class="summary-bullets"><li>The crypto market saw around $590 million wiped out on long bets and another $230 million on the shorts’ side.&nbsp;</li><li>MSTR and BMNR shares fell in pre-market trade and were among the top trending tickers on Stocktwits, following the crypto rout as on-paper losses surged.</li><li>Crypto miners and other DATs were also pressured by the broader crypto selloff and weakness in the equity markets.</li></ul>Bitcoin (BTC) recovered to around $77,000 on Monday morning, but the wave of liquidations from the weekend crypto crash remained elevated at over $800 million, with the overall cryptocurrency market slipping to a valuation of $2.67 trillion.&nbsp;Traders will be watching developments in Washington, with crypto industry leaders&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-slides-below-88-000-ahead-of-senate-crypto-bill-markup/cmyiIsbR4Kf">set to meet</a> with White House officials on Monday afternoon to hash out the U.S. Banking Committee’s part of the crypto market structure bill after it stalled earlier this month on disagreements over how rewards accrued from stablecoins would work.According to CoinGlass&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coinglass.com/liquidations">data</a>, around $818.71 million in forced unwinds occurred in the last 24 hour,s with around $590 million wiped out on long bets and another $230 million on the shorts’ side. Ethereum (ETH) led the selloff with $308 million in liquidations, while Bitcoin followed with $271 million, largely driven by long-side positioning.The move extends a broader liquidation cycle that saw more than $2.2 billion wiped out on Sunday, after&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> fell to around $74,500 – its lowest level in more than a year. At the time of writing, Bitcoin had recovered to around $77,750, still down 1.1% in the last 24 hours.&nbsp;<h2 class="st-heading-2">Bitcoin Drags Down MSTR Stock, Crypto Miners</h2>BTC was the top trending ticker on Stocktwits on Monday morning. Retail sentiment around the apex cryptocurrency fell to ‘extremely bearish’ from ‘bearish’ territory over the past day, with chatter at ‘extremely high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_072311_png_c97ceccb60.webp" alt="Screenshot 2026-02-02 072311.png" width="633" height="73"><figcaption>BTC retail sentiment and message volume on February 2 as of 7:00 a.m. ET | Source: Stocktwits</figcaption></figure>The drop weighed on Bitcoin proxy Strategy’s (MSTR) share price, which fell more than 7% in pre-market trade and was also among the top trending tickers on Stocktwits. Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> fell to ‘bearish’ from ‘neutral’ territory over the past day, with chatter sustained at ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_072325_png_45e8620611.webp" alt="Screenshot 2026-02-02 072325.png" width="633" height="73"><figcaption>MSTR retail sentiment and message volume on February 2 as of 7:00 a.m. ET | Source: Stocktwits</figcaption></figure>Traders are watching for the company’s latest Bitcoin purchase, typically announced on a Monday. Executive chairman Michael Saylor&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-bmnr-dominate-retail-chatter-after-bitcoin-weekend-selloff-gme-stock-rallies/cZbgey9R4jl">hinted</a> that “more orange” might be on the cards in a Sunday post on X.&nbsp;Other Bitcoin-based digital asset treasuries (DATs) were also in the red during pre-market trade.&nbsp;<a href="https://stocktwits.com/symbol/ASST">Strive (ASST)</a> fell by over 6% and&nbsp;<a href="https://stocktwits.com/symbol/NAKA">Nakamoto (NAKA)</a> dropped around 4%. Crypto miners like&nbsp;<a href="https://stocktwits.com/symbol/CLSK">CleanSpark (CLSK)</a>,&nbsp;<a href="https://stocktwits.com/symbol/MARA">MARA Holdings (MARA)</a> and&nbsp;<a href="https://stocktwits.com/symbol/RIOT">Riot Platforms (RIOT)</a> dipped more than 5% each in pre-market trade following Bitcoin’s decline and broader weakness in the stock market.<h2 class="st-heading-2">Ethereum Leads Losses As BMNR, SBET Stocks Take A Hit</h2><a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> led losses on Monday morning, down 4.4% in the last 24 hours to around $2,200 – more than a six-month low for the leading altcoin.&nbsp; It was last seen trading at these levels in June last year.&nbsp; On Stockwits, retail sentiment around Ethereum remained in ‘bearish’ territory as chatter rose to ‘extremely high’ from ‘high’ levels over the past day. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_072340_png_e421500774.webp" alt="Screenshot 2026-02-02 072340.png" width="631" height="66"><figcaption>ETH retail sentiment and message volume on February 2 as of 7:05 a.m. ET | Source: Stocktwits</figcaption></figure>The dip has put Bitmine Immersion Technologies’ (BMNR) holdings at an estimated $6.8 billion paper loss.&nbsp;<a href="https://stocktwits.com/symbol/BMNR/">BMNR’s stock</a> plummeted more than 10% in pre-market trade and was behind Bitcoin as the top trending ticker on Stocktwits. Retail sentiment around the shares on the platform remained in ‘bearish’ territory amid ‘normal’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_072352_png_ff140c78f2.webp" alt="Screenshot 2026-02-02 072352.png" width="637" height="67"><figcaption>BMNR retail sentiment and message volume on February 2 as of 7:05 a.m. ET | Source: Stocktwits</figcaption></figure>Sharplink Gaming’s (SBET) shares, which also hold Ethereum in its treasury, fell by around 10%. Chatter around&nbsp;<a href="https://stocktwits.com/symbol/SBET/">SBET’s stock</a> rose to ‘high’ from ‘normal’ levels over the past day, while retail sentiment remained in the ‘bearish’ zone.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_072410_png_4c322ab012.webp" alt="Screenshot 2026-02-02 072410.png" width="633" height="66"><figcaption>SBET retail sentiment and message volume on February 2 as of 7:10 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">What Are Retail Traders Saying?</h2>One trader said that investors might not have been so disappointed with BMNR if Chairman Tom Lee hadn’t put up such high price predictions for Ethereum.<stembedurl>https://www.stocktwits.com/picturepainter/message/643646580</stembedurl>Another bearish MSTR trader said that Saylor was grifting the market and that a Bitcoin proxy is an inefficient way to gain exposure to the apex cryptocurrency.<stembedurl>https://www.stocktwits.com/momomikey/message/643649568</stembedurl><h2 class="st-heading-2">Solana, XRP In The Red Despite Recovery</h2><a href="https://stocktwits.com/coins/solana">Solana (SOL)</a> was down around 2% in the last 24 hours to around $102, recovering from an intra-day low of around $96. On Stocktwits, retail sentiment around SOL was in ‘bearish’ territory over the past day with chatter at ‘high’ levels.<a href="https://stocktwits.com/coins/ripple">Ripple’s XRP (XRP)</a> dipped 1.5% to $1.62, up from lows of $1.54 over the weekend. Retail sentiment around the altcoin was also in the ‘bearish’ zone but chatter saw a decline, falling to ‘normal’ from ‘high’ levels over the past day.&nbsp;Dogecoin (DOGE), Tron (TRX) and Cardano (ADA) outperformed Bitcoin, with losses at under 1% each.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/why-crypto-is-crashing-has-to-do-with-gold-than-binance-or-etfs-raoul-pal/cZbgWOHR4js">Why Crypto Is Crashing Has More To Do With Gold Than Binance Or ETFs, Raoul Pal Says</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

MSTR, BMNR Stocks Feel The Heat Even As Bitcoin Recovers To $77,000 – Crypto Faces Over $800 Million Liquidation Wave

Shares of Strategy and Bitmine Immersion Technologies fell in pre-market trade as on-paper losses surged following the weekend crypto crash.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

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Discussions swirl around BitMine's $200M investment in Beast Industries, and its acquisition of the Step fintech app, sparking debate on youth crypto adoption and BMNR's strategic pivot.

Traders are intensely criticizing Tom Lee's leadership and strategic decisions, citing "$8 billion in paper losses" and questionable calls on market direction for the fund.

Despite recent downturns, many predict a sharp "V-shaped" recovery for BMNR and Ethereum, with price targets ranging from $30 to over $400, fueling accumulation efforts.

The crypto community closely watches developments on the Clarity Act, expressing concerns over potential adverse effects on stablecoin yields and dividend payments for BMNR.

There's widespread frustration that BMNR is underperforming relative to Ethereum's price movements, leading to accusations of manipulation and low liquidity concerns.

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