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Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin's recent drop below a key psychological level, fueled by continued ETF outflows and concerns over major institutional holdings like MicroStrategy, has polarized the community between extreme bearishness and conviction in a cyclical buying opportunity, amplified by controversial "pedo coin" narratives.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending heavily amidst a significant downturn, sparking intense community debate over whether this deep dip is a prime buying opportunity or a signal of further decline, as many attribute the market's weakness to institutional manipulation and recent 'Epstein files' conspiracy theories. Adding to the volatility, the token is also notably 'decoupling' from Bitcoin, polarizing holders on its immediate future and long-term utility.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending due to Bitcoin's sharp decline, which has triggered widespread community concern over potential "liquidation" and significant "unrealized losses" on its highly leveraged BTC treasury, with an impending earnings report intensifying the debate between "doom and gloom" and "buy the dip" perspectives.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending after surpassing earnings estimates, though its projected $175B-$185B capital expenditure for 2026 AI infrastructure has sparked immediate debate. While some view the massive spending with concern, the community is actively discussing its bullish implications for Google's AI and cloud dominance and a surge in demand for chip suppliers.

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 as its upcoming earnings report clashes with a significant downturn in the cryptocurrency market, sparking intense community debate on whether the deeply oversold stock will rebound or continue to be weighed down by crypto's weakness.

Dogecoin is a cryptocurrency based on the popular "Doge" Internet meme and features a Shiba Inu on its logo. Dogecoin is a Litecoin fork. Introduced as a "joke currency" on 6 December 2013, Dogecoin quickly developed its own online community and reached a capitalization of US$60 million in January 2014. Compared with other cryptocurrencies, Dogecoin had a fast initial coin production schedule: 100 billion coins were in circulation by mid-2015, with an additional 5.256 billion coins every year thereafter. As of 30 June 2015, the 100 billionth Dogecoin had been mined.   Dogecoin was created by Billy Markus from Portland, Oregon and  Jackson Palmer from Sydney, Australia. Both wanted to create a fun cryptocurrency that will appeal beyond the core Bitcoin audience. Dogecoin is primarily used as a tipping system on Reddit and Twitter where users tip each other for creating or sharing good content. The community is very active in organising fundraising activities for deserving causes.  The developers of Dogecoin haven’t made any major changes to the coin since 2015. This means that Dogecoin could get left behind and is why Shibas are leaving Dogecoin to join more advanced platforms like Ethereum. One of Dogecoin strengths is its relaxed and fun-loving community. However, this is also a weakness because other currencies are way more professional.  To purchase Dogecoin, it involves downloading a crypto wallet, setting up a crypto exchange account and then trading away for your desired crypto currency. Once we have set up an account with a DOGE currency exchange and deposited some funds, you are ready to start trading.

Dogecoin

Dogecoin is trending amid a broader crypto market downturn, sparking a sharp division within its community between those predicting further price declines and a loyal base actively buying the dip, emphasizing its "coin for the little guys" identity amidst ongoing discussions about meme coin relevance.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum faces significant selling pressure and community debate, driven by the U.S. crypto bill's stalled progress and widespread accusations of market manipulation. Amid sharp declines prompting "buy the dip" calls, some express concern over co-founder Vitalik Buterin's recent sales and the failure of prior bullish analyst predictions.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending as bullish analyst upgrades and a strong Q4 earnings report, featuring positive net income and free cash flow, fuel speculation of a turnaround and potential short squeeze, despite ongoing community debate regarding executive compensation and long-term profitability.

Cardano is a blockchain platform built on academic research that enables smart contracts and decentralized applications while using significantly less energy than traditional cryptocurrencies like Bitcoin.   What sets Cardano apart is its methodical, research-driven approach — every major feature is peer-reviewed by scientists and cryptographers before being added to the network. This careful process aims to create a more secure and stable foundation compared to platforms that prioritize speed over thorough testing. The platform's native cryptocurrency, ADA, is used to send money, pay transaction fees, and participate in network governance.  Cardano uses a proof-of-stake system to process transactions, which works differently from Bitcoin's mining approach. Instead of competing to solve complex puzzles, users can "stake" their ADA — essentially locking it up temporarily — to become validators who verify transactions. The system selects validators based on how much ADA they've staked and for how long, then rewards them with additional ADA for their participation. This approach uses far less energy than traditional mining while keeping the network secure. The platform also features a two-layer design that separates basic payment transactions from smart contract operations, allowing each function to be optimized independently for better performance.   ADA holders can earn staking rewards by locking up their tokens to help secure the network, vote on proposed changes to the platform, and use ADA for international money transfers with lower fees than traditional services.  Cardano was founded in 2017 by Charles Hoskinson, who previously helped create Ethereum. Hoskinson leads Input Output Global (IOG), the technology company that builds and maintains Cardano's core software. The ecosystem operates through three organizations: IOG handles technical development, the Cardano Foundation promotes adoption and standardization, and Emurgo helps businesses integrate blockchain technology into their operations. This structure distributes responsibilities across multiple groups rather than concentrating control in a single entity.   In February 2025, major asset manager Grayscale Investments filed to create an exchange-traded fund (ETF) for Cardano with the U.S. Securities and Exchange Commission, which would allow traditional investors to buy ADA through their regular brokerage accounts without needing to set up cryptocurrency wallets.Retry

Cardano

Cardano is trending amid a sharp price decline and widespread community fear, with many declaring it a "scam" and predicting further drops; however, a bullish minority is actively accumulating, citing fundamental ecosystem developments and emerging institutional interest like CME futures and Google Cloud's stake pool.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is experiencing significant volatility ahead of earnings, as the community actively discusses its decoupling from Bitcoin's price movements while eagerly awaiting potential news of new hyperscaler deals for its growing AI data center capacity. Many view recent sharp declines as market manipulation aimed at shaking out long-term bullish investors committed to the company's strategic pivot.

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<ul class="summary-bullets"><li>Bessent was responding to Senator Brad Sherman’s question on whether he had the authority to direct U.S. banks or taxpayer funds to buy bitcoin or Trump coins.</li><li>He said the government will retain seized bitcoin.</li><li>Last month, Standard Chartered estimated that dollar-backed stablecoins could draw nearly $500 billion in deposits from U.S. banks by the end of 2028.</li></ul>The United States Secretary of the Treasury Scott Bessent said on Wednesday that he lacks the authority to use U.S. tax dollars to purchase bitcoin.Bessent had appeared before the House Financial Services Committee to discuss the Financial Stability Oversight Council’s annual report.“I am Secretary of the Treasury, I do not have the authority to do that, and as Chair of FSOC, I do not have that authority,” Bessent said in response to Senator Brad Sherman’s question about whether he could direct U.S. banks or taxpayer funds to purchase bitcoin or Trump coins.<h2 class="st-heading-2">Government Will Retain Seized Bitcoin</h2>Bessent added that the government will retain seized bitcoin, citing the seizure of $1 billion in bitcoin linked to the criminal marketplace Silk Road in 2020. “$500 million of bitcoin was retained, and that $500 million has become over $15 billion,” Bessent added.Bitcoin has been under heavy selling pressure for a while. The cryptocurrency was down nearly 3% to $73,503 on Wednesday, having declined more than 26% over the past year and around 16% so far in 2026.<h2 class="st-heading-2">Banks Vs Stablecoins</h2>The Trump administration has pushed for a broader adoption of dollar-pegged tokens, having signed a law establishing a federal regulatory framework for stablecoins last year. Last month, Standard Chartered estimated that dollar-backed stablecoins could draw nearly $500 billion in deposits from U.S. banks by the end of 2028.Earlier this week, a White House meeting aimed at resolving a months-long standoff between major U.S. banks and cryptocurrency firms ended in a deadlock, highlighting deep industry divisions over digital-asset legislation.While the session was described as constructive, key disputes, particularly over whether stablecoins should offer interest or rewards, remained unresolved. Banks have warned that such incentives could drain deposits and threaten financial stability.For updates and corrections, email newsroom[at]stocktwits[dot]com.

US Treasury Secretary Scott Bessent visits "FOX & Friends" at Fox News Channel Studios on November 12, 2025 in New York City. (Photo by John Lamparski/Getty Images)

Treasury Secretary Scott Bessent Says He Has No Authority To Use Taxpayer Dollars To Buy Bitcoin

Bessent had appeared before the House Financial Services Committee to discuss the Financial Stability Oversight Council’s annual report.

Equity

<ul class="summary-bullets"><li>According to data from sosovalue, Bitcoin ETF recorded almost $1.5 billion in outflows last week.</li><li>Analysts at Ostium Labs have warned that markets are entering a data-heavy week, with multiple interest-rate decisions and major U.S. economic releases scheduled.</li><li>Retail sentiment around BTC changed from ‘bearish’ to ‘extremely bearish’ territory on Stocktwits.&nbsp;</li></ul>Bitcoin fell to its lowest levels since Donald Trump took office as U.S. President for the second term, erasing all the gains it made over the past year.&nbsp;At the time of writing, Bitcoin fell 4.1% to $73,353, more than $1000 below and its lowest since Trump took office just over a year ago. The previous lowest was $74,425 recorded on April 7, according to Bloomberg.&nbsp;<h2 class="st-heading-2">ETF Outflows Weighs</h2>According to data from sosovalue, Bitcoin ETF recorded almost $1.5 billion in outflows last week, its second week in a row when there&nbsp;were outflows in the Total Bitcoin Spot ETF. Before that, the Bitcoin Spot ETF recorded $1.33 billion in weekly outflows.&nbsp;The rout came after Trump announced Kevin Warsh as a nominee to become the next Federal Reserve chair. The appointment of Warsh, who has a reputation as an inflation hawk during his time as a Fed governor, has prompted uncertainty among investors.&nbsp;On top of that, the Federal Reserve also decided to keep the key rates unchanged in its first policy meeting of 2026 and warned that inflation is still somewhat elevated.&nbsp;<h2 class="st-heading-2">Macro Data Is The Key</h2>Analysts at Ostium Labs have warned that markets are entering a data-heavy week, with multiple interest-rate decisions and major U.S. economic releases scheduled.The report noted that the concentration of Central Bank decisions and labor-market data could increase short-term volatility across currencies and other risk assets as investors reassess growth and interest-rate expectations.Bitwise Chief Investment Officer Matt Hougan recently described the current environment as a “crypto winter.” He noted that periods of high fear and consolidation have historically preceded longer-term recoveries.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around BTC changed from ‘bearish’ to ‘extremely bearish’ territory amid ‘extremely high’ message volume on Stocktwits.&nbsp;One bearish user predicted the BTC price to hit $58K or lower.<stembedurl>https://stocktwits.com/ChicoRodriguez/message/643849352</stembedurl>Another user said that Bitcoin ‘will never replace anything’.&nbsp;<stembedurl>https://stocktwits.com/jkhan2021/message/643849307</stembedurl>

A person checking Bitcoin’s price outside Bitcoin ATM machine in Krakow's shopping mall, on August 11, 2023, in Lesser Poland Voivodeship, Poland. 

Bitcoin Falls To Its Lowest Since Trump Took Office – Why Such A Selloff?

At the time of writing, Bitcoin fell 4.1% to $73,353, more than $1000 below and its lowest since Trump took office for a second term, just over a year ago. The previous lowest was $74,425 recorded on April 7, according to Bloomberg. 

<ul class="summary-bullets"><li>Only 14% of respondents said they were selling, while another 16% said they were holding cash while the broader cryptocurrency market cools down.</li><li>One-fifth of traders said they were holding and waiting to see how the crypto market plays out from the weekend flash crash.</li><li>Cathie Wood's Ark Invest was also reported to have bought the dip, picking up crypto-linked equities at a discount after they fell on Monday.</li></ul>Crypto traders are ‘buying the dip’ after the price of Bitcoin (BTC), Ethereum (ETH), and other major tokens fell during the weekend flash crash.&nbsp;According to an ongoing poll on Stocktwits, nearly 50% of respondents said they’re picking up cryptocurrencies on the cheap, while another 21% said they were holding what was already in their portfolios and waiting to see how the market unfolds.By contrast, fewer respondents reported defensive positioning. Only 14% said they were selling, and 16% said they were holding cash as the broader crypto market cools.<img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_054934_fotor_2026020355026_png_bd066eef0b.webp" alt="Screenshot 2026-02-03 054934-fotor-2026020355026.png"><h2 class="st-heading-2">Dip Buyers Lean Into Volatility</h2>One poll respondent said they were buying and selling with every dip and pump, riding the volatility in the cryptocurrency market.<stembedurl>https://www.stocktwits.com/Jimmyjam75/message/643604319</stembedurl>Another said they were buying crypto’s dips but also dollar-cost averaging a small amount as their long-term strategy to sustain gains.&nbsp;<stembedurl>https://stocktwits.com/Elon_Trump/message/643601253</stembedurl>Cathie Wood’s Ark Invest 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">bought the dip</a>, adding crypto-linked equities like Bitmine Immersion Technologies (BMNR) and Coinbase Global (COIN) to its portfolio on Monday as the stocks plummeted after the weekend crypto crash.<h2 class="st-heading-2">Liquidations Hit Both Sides Of The Market</h2>The overall cryptocurrency market rose 1.2% in the last 24 hours to around $2.17 trillion. CoinGlass&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coinglass.com/liquidations">showed</a> around $306 million in liquidations over the past day, with an even split across long bets and short positions being wiped out. Ethereum recorded the largest forced unwinds at $1.12 million, followed by Bitcoin at around $930,000.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_055117_png_3e633dfc8f.webp" alt="Screenshot 2026-02-03 055117.png" width="1272" height="139"></figure>&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> rose 1.1% in the last 24 hours to around $78,300 – pairing gains after hitting an intra-day high of over $79,000. On Stocktwits, retail sentiment around the apex cryptocurrency improved to ‘bearish’ from ‘extremely bearish’ territory over the past day, with chatter at ‘extremely high’ levels.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.

A sign advertises a Bitcoin ATM at a gas station on July 16, 2025 near Pasadena, California. (Photo by Mario Tama/Getty Images)

Crypto Traders Are ‘Buying The Dip’ After Weekend Flash Crash, Shows Poll

According to an ongoing poll on Stocktwits, nearly 50% of crypto traders said they were buying the dip.

Cryptocurrency

<ul class="summary-bullets"><li>The company’s shares closed down nearly 10% on Monday, for a fifth straight session of losses and for their worst day since November.</li><li>Robinhood UK on Monday said it was launching a stocks &amp; shares ISA and would offer zero platform fees, commissions, and FX fees, along with a 2% cash bonus.</li><li>Mizuho said this launch is a major positive catalyst for Robinhood's international expansion.</li></ul>Shares of Robinhood Markets Inc. rose marginally after the bell on Monday in a sigh of relief for investors after Cathie Wood’s ARK Investment Management scooped up more than 360,000 shares of the fintech play, loading up on its small buy from last week.The company’s shares closed down nearly 10% on Monday, marking a fifth consecutive session of losses and their worst single-day performance since November. The shares settled at $89.91, their lowest closing level since June of last year. Robinhood stock reached an all-time high of $152.46 in October but has since fallen about 35% from that level.Robinhood’s shares have now traded below the $100 level for two straight sessions,&nbsp;failing to gain traction despite several potentially supportive developments. These include the company securing a key role in so-called “Trump accounts,” optimism around the potential SpaceX initial public offering, expansion into new business lines, and CEO Vlad Tenev highlighting efforts to simplify trading and&nbsp;avoid a repeat of the disruptions seen during&nbsp;the 2021 meme-stock crisis.<h2 class="st-heading-2">Cathie Wood’s investment</h2>On Monday, ARK bought a total of 363,317 shares of Robinhood, with 235,077 shares purchased by its ARKK ETF and 64,282 shares purchased by its ARKW ETF, according to the <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ArkkDaily/status/2018493257894752672?s=20">Ark Invest Tracker</a> on X. Another 63,958 shares were bought by ARKF ETF.Wood’s ARKF purchased 19,376 shares of Robinhood on Friday as well. In January alone, Robinhood’s share decline 12%, primarily&nbsp;due to a partial hit from Bitcoin’s prices constantly declining, making it a lucrative stock to buy for many.<h2 class="st-heading-2">Another Positive Catalyst</h2>Robinhood on Monday said it was launching a stocks &amp; shares ISA to bring its low-cost, intuitive investing experience to the UK. This would combine zero platform fees, commissions, low FX fees, and a 2% cash bonus, with Robinhood noting that customers can earn 2% back on new eligible ISA contributions when they fund their account before April 5.Robinhood said that ISAs are the UK’s most widely used long-term savings vehicle, yet many investors remain deterred by high fees, complex transfers, and outdated platforms. Robinhood’s ISA gives UK customers access to around 5,000 US-listed stocks and ADRs with no platform fees, no commissions, and just 0.10% FX fee per tradeMizuho said this launch is viewed as a major positive catalyst for Robinhood's international expansion, particularly given the underpenetration of ISAs among Robinhood's core 18-34 demographic in the U.K. Mizuho maintained an ‘Outperform’ rating and $172 price target, according to Stocktwits data.<h2 class="st-heading-2">What Is Retail Thinking?</h2>Retail sentiment on Robinhood improved to ‘extremely bullish’ from ‘bullish’ a day ago, with message volumes at ‘extremely high’ levels, according to data from Stocktwits.A bullish user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/StrategicInvesting/message/643763192">said</a> Robinhood could likely hit $100 again before earnings next week, but only if the price reclaims $95 sooner.<stembedurl>https://www.stocktwits.com/StrategicInvesting/message/643763192</stembedurl>In the last 24 hours, the retail message volumes on Robinhood exploded by more than 1,000% on Stocktwits, and in the last year, the ticker added 40% more followers on the platform.Another bullish user <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Born2Rock/message/643758901">expects</a> the stock to see a a 7% jump on Tuesday.<stembedurl>https://www.stocktwits.com/Born2Rock/message/643758901</stembedurl>Shares of Robinhood have gained 71% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/spacex-xai-deal-deepwater-gene-munster-says-putting-data-centers-in-space-has-2-advantages/cZbih4UR4l2">SpaceX-xAI Deal: Deepwater’s Gene Munster Says Putting Data Centers In Space Has 2 Big Advantages</a>

Robinhood logo displayed on a phone screen is seen in this illustration photo taken in Krakow, Poland on June 29, 2021 

HOOD Stock Catches A Break: Cathie Wood's ARK Boosts Stake, Mizuho Sees More Upside

Robinhood’s shares have been trading below $100 for the last two sessions, failing to get a lift from several factors, including receiving a key role for Trump accounts and the SpaceX IPO offering.

<ul class="summary-bullets"><li>Jack Yi admitted his early bullish call on Ethereum was mis-timed, as ETH failed to rally despite appearing undervalued relative to Bitcoin near market highs.</li><li>Ethereum continues to lag Bitcoin amid macro pressure, with BTC attracting institutional flows and ETF demand while ETH underperforms and sees heavy long liquidations.</li><li>Rising volatility and liquidation pressure highlight growing risk aversion, forcing traders and funds to prioritize position sizing and risk control over conviction-driven bets.</li></ul>Liquid Capital founder Jack Yi said on Sunday that his firm’s earlier bullish stance on Ethereum (ETH) was premature, acknowledging he failed to move higher despite expectations that it was undervalued relative to Bitcoin (BTC).In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jackyi_ld/status/2018222432415621357">X post</a> on Monday, Jack Yi said that being bullish on Ethereum too early was a mistake after Liquid Capital cleared positions near market highs.&nbsp;Yi said Bitcoin was trading around $100,000 at the time, while Ethereum remained consistently near $ 3,000, leading him to view Ethereum as undervalued. However, he said that he anticipated upside that failed to materialize, and profits from the previous cycle have since been fully retraced.<figure class="image image_resized"><a class="st-link-external" href="https://x.com/Jackyi_ld/status/2018222432415621357?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_at_7_44_56_AM_png_1415aa342e.webp" alt="Screenshot 2026-02-02 at 7.44.56 AM.png" width="1198" height="936"></a><figcaption>Jack Yi on Ethereum. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jackyi_ld">Jackyi_ld</a>/X</figcaption></figure>He said that the firm is prioritizing risk control while waiting for a clearer market direction. He also acknowledged the pressure of public scrutiny, describing himself as “the person under the most pressure online right now,” and noted that remaining disciplined is difficult in an industry where it is “always tempting to be bullish.”&nbsp;&nbsp;Yi has repeatedly described himself as an Ethereum bull, though he has not publicly disclosed the firm’s exact Ethereum holdings. Instead, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Jackyi_ld/status/2003684311338553368">outlined</a> plans to deploy significant capital toward further accumulation.<a href="https://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> was trading at around $2,250, down 6.7% in the last 24 hours, and saw about $219.98 million in total liquidations. On Stocktwits, the retail sentiment around ETH remained in ‘bearish’ territory, with chatter going from ‘high’ to ‘extremely high’ levels over the past day.<h2 class="st-heading-2">Ethereum Trails Bitcoin Amid Macro Pressure</h2>Yi’s comments marked a shift from his earlier position on Ethereum. He had previously stated that Ethereum was undervalued at around $3,000 and warned against shorting it, arguing that Ethereum would eventually catch up to Bitcoin.&nbsp; However, while the two assets have&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.longtermtrends.com/ethereum-vs-bitcoin/">historically</a> moved together, recent market cycles have been driven by Bitcoin, leaving Ethereum trailing and highlighting the timing risk Yi later acknowledged.According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/news/bitcoin-ethereums-relationship-doing-something-103000709.html">reports</a>, Bitcoin’s strong 2024 performance, supported by institutional demand and spot ETF inflows, widened the gap and forced traders to reassess Ethereum exposure despite ongoing long-term optimism.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at around $76,794, down 2.4% in the last 24 hours, and saw about $266.67 million in total liquidations. On Stocktwits, the retail sentiment around BTC went from ‘bearish’ to ‘extremely bearish’ territory, with chatter at ‘extremely high’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-is-dead-narrative-may-return-before-bottom/cZbglLHR4k5">Bitcoin At $60,000? Traders And Analysts Say Peak Fear May Still Be Ahead</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Ethereum Bull Jack Yi Says Early ETH Bullish Bet Was Mistimed And ‘A Mistake’

The shift came amid heavy liquidations and market trends favoring Bitcoin under macro pressure.

Ethereum vs Bitcoin: Jack Yi Admits ETH Bull Call Came Too Soon

HOOD Stock Slumps Below $100 — January’s Big Catalysts Failed To Impress

Robinhood stock is suddenly seeing a dull few days, even as news surrounding expanding beyond crypto and receiving a key role in Trump Accounts comes in.

<ul class="summary-bullets"><li>According to data from sosovalue Bitcoin ETF recorded $160.1 million in outflows so far this week, if the trend follows it will be the second week in a row when there will be outflows in Bitcoin ETF.</li><li>Ethereum (ETH), Solana (SOL) and other major cryptocurrencies were also in the red on Thursday as investors keep a close eye on the crypto market structure bill markup in Washington.&nbsp;</li><li>The U.S. Senate Agriculture Committee is scheduled to hold a markup session for the CLARITY Act on Thursday.</li></ul>Shares of Strategy (MSTR) AND Bitmine Immersion Technologies (BMNR) slumped on Thursday due to weaker bitcoin prices.&nbsp;Bitcoin plunged 6.3% to $83,384, hitting its lowest levels in more than two months. According to <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://sosovalue.com/dashboard/bitcoin">data</a> from sosovalue Bitcoin ETF recorded $160.1 million in outflows so far this week, and if the trend follows it will be the second week in a row when there will be outflows in Total Bitcoin Spot ETF. Last week, the Bitcoin Spot ETF recorded $1.33 billion in weekly outflows.&nbsp;Shares of Strategy and Bitmine Immersion were down 11% each at the time of writing.&nbsp;Technical analysts have remained divided on Bitcoin’s near-term price action. “BTC failed to reclaim the $90,000 level again,” analyst Ted Pillows <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-slides-below-88-000-ahead-of-senate-crypto-bill-markup/cmyiIsbR4Kf">said</a> earlier in the day.&nbsp;<h2 class="st-heading-2">Major Cryptocurrencies Down&nbsp;</h2>Ethereum (ETH), Solana (SOL) and other major cryptocurrencies were also in the red on Thursday as investors keep a close eye on the crypto market structure bill markup in Washington.The U.S. Senate Agriculture Committee is scheduled to hold a markup session for the CLARITY Act on Thursday. The debate could advance commodities rules even if the Banking Committee side of things is stalled.Approval of the Agricultural Committee’s half of the crypto market structure bill could prove to be a catalyst for the market. It would greenlight Bitcoin and Ethereum to trade like "commodities".<h2 class="st-heading-2">Rates Held Steady</h2>Bitcoin is also seeing pressures from the economic side after the Federal Reserve decided to hold its key benchmark rates steady on Wednesday as it flagged that inflation is still somewhat elevated.&nbsp;This has created concerns among investors on the overall health of the economy as well as Bitcoin’s position among riskier assets.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around MSTR trended in ‘bearish’ territory amid ‘normal’ message volume.&nbsp;One bearish user on MSTR wrote, “when a CEO has to spend 90% of his time trying to convince you that is a great idea to buy his stock. It means not good path to grow here”.<stembedurl>https://stocktwits.com/wolfofwallstreetbet/message/643342879</stembedurl>Another user said that MSTR CEO Michael Saylor needs to sell all his crypto and buy gold.<stembedurl>https://stocktwits.com/gxiong045/message/643341554</stembedurl>Retail sentiment around BMNR trended in ‘bearish’ territory amid ‘low’ message volume.&nbsp;Shares in BMNR have jumped 318% over the past 12 months whereas MSTR shares have fallen 58% over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/american-airlines-stock-in-focus-after-venezuela-resumption-plans/cmyimNeR41a">American Airlines Stock In Focus – What’s The Link With Venezuela?</a>&nbsp;

This photo shows a smartphone screen displaying the Bitcoin cryptocurrency logo.

MSTR, BMNR Stocks Are Nosediving Today – Why Such A Selloff?

Bitcoin plunged 6.3% to $83,384, hitting its lowest levels in more than two months.

<ul class="summary-bullets"><li>Senator Roger Marshall dropped a swipe-fee amendment during a Senate Agriculture crypto markup, Politico reported.</li><li>The White House intervened amid concerns the provision could slow progress on crypto legislation.</li><li>Lawmakers continue reconciling competing House and Senate versions of the Clarity Act.</li></ul>As Congress moves to advance major cryptocurrency legislation, Senator Roger Marshall chose to set aside a proposal on credit card swipe fees, removing a potential complication for the bill’s progress.Senator Roger Marshall decided not to advance an amendment targeting credit card transaction fees during a Senate Agriculture Committee markup of crypto market structure legislation on Thursday, according to multiple people with direct knowledge of the discussions, as reported by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/live-updates/2026/01/26/congress/marshall-credit-card-amendment-crypto-markup-00746918">Politico</a> on Monday.Marshall, a Kansas Republican, had filed the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.agriculture.senate.gov/imo/media/doc/36eeb505-e36c-94de-6ff7-8bcd308b0ea2/S.__Marshall_1st_Degree_1.pdf">amendment</a> last week as part of the Senate Agriculture Committee’s crypto market structure bill. The proposal would have required payment networks to compete more directly on credit card swipe fees, an approach similar to the Credit Card Competition Act that Marshall has long supported alongside Sen. Dick Durbin (D-Ill.)White House officials became involved in the discussions as concerns grew that adding a swipe-fee provision could complicate efforts to advance&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crypto-bill-green-light-can-reprice-bmnr-eth-bet-analysts/cmyauTuR4Ld">the cryptocurrency bill,</a> according to Politico. The administration was focused on avoiding provisions that could delay or fracture support for the legislation as it moves through Congress.The new amendment would allow banks and crypto firms to be on equal footing, which previously was a point of contention between the two.&nbsp;<h2 class="st-heading-2">Clarity Act And Competing Drafts</h2>The move comes as lawmakers navigated through multiple versions of the CLARITY Act. Chair John Boozman&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.agriculture.senate.gov/newsroom/rep/press/release/chairman-boozman-unveils-updated-market-structure-legislation-schedules-business-meeting">released</a> an updated text designed to expand the CFTC’s authority over “digital commodities,” with the committee scheduling a business meeting for Thursday.&nbsp;Separately, the House’s Digital Asset Market Clarity Act of 2025&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.congress.gov/bill/119th-congress/house-bill/3633/text">(H.R. 3633)</a> outlined a broader market structure framework and definitions for digital assets. The differences stemmed from jurisdictional differences between congressional committees. The Senate Banking Committee focused its version of the CLARITY Act on securities law, disclosure, and consumer protections under the SEC.&nbsp;On the other hand, the Senate Agriculture Committee has emphasized the CFTC’s role in overseeing digital commodities, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.banking.senate.gov/newsroom/majority/the-facts-the-clarity-act">a press release</a> from the United States Senate Committee on Banking, Housing, and Urban Affairs.<h2 class="st-heading-2">Stablecoin Yield Fight And Bank Pushback</h2>Debate over stablecoin yield has emerged as a parallel fault line in crypto legislation. In an interview with CNBC, Coinbase CEO Brian Armstrong&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2026/01/20/coinbase-ceo-brian-armstrong-on-crypto-regulation-banks-should-compete-on-a-level-playing-field.html">said</a> banks already operate under fractional-reserve lending, while some stablecoins are fully backed, arguing that restrictions on stablecoin yields create an uneven competitive landscape.Banks have opposed yield-bearing stablecoins, warning they could draw deposits away from traditional institutions. Investor and market commentator Mark Moss&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/@1MarkMoss">said</a> that deposit-funded lending relies on stable balances, which banks argue could be disrupted if stablecoins offer returns comparable to those of deposits.<h2 class="st-heading-2">Markup Re-scheduled To Thursday</h2>The Senate Agriculture Committee originally planned to hold a markup of its crypto market structure bill on Tuesday, according to a timeline&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.agriculture.senate.gov/newsroom/rep/press/release/chairman-boozman-announces-timeline-for-crypto-market-structure-legislation">announced</a> by Chairman John Boozman.However, severe winter weather in Washington, D.C., forced lawmakers to postpone several votes, preventing the markup from proceeding as scheduled. The session has been rescheduled for Thursday, as reported by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coindesk.com/policy/2026/01/23/senate-agriculture-panel-delays-market-structure-hearing-to-thursday-after-winter-storm">CoinDesk</a>. Read also: <a href="https://stocktwits.com/news-articles/markets/equity/crypto-bill-green-light-can-reprice-bmnr-eth-bet-analysts/cmyauTuR4Ld">Washington’s Crypto Bill Could Be The Make-Or-Break Moment For BMNR Stock, Believe Analysts</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Crypto Bill Momentum Builds After Swipe-Fee Proposal Is Shelved

Senator Roger Marshall removed a swipe-fee amendment from a Senate crypto bill after the White House raised concerns that it could delay market structure legislation.

Senator Roger Marshall Drops Swipe-Fee Amendment To Clear Path For Crypto Bill

<ul class="summary-bullets"><li>The U.S. Dollar Index fell 0.82% to its lowest level since September 2025, marking its weakest January performance since 2017.</li><li>Traders flagged the dollar at a long-term support zone that has historically aligned with major turning points in the Bitcoin and crypto markets.</li><li>Bitcoin traded near $86,700 after briefly dipping to $85,500, as macro factors such as Fed rate expectations and gold's strength returned to the forefront.</li></ul>A weakening dollar and shifting Fed rate expectations are reviving a familiar macro setup for Bitcoin. However, data from Stocktwits shows that retail traders are growing more pessimistic, even as macro conditions tilt in favor of risk assets.The U.S. Dollar Index (DXY) slid to its lowest level since September 2025 on Friday, sliding 0.82%. According to market data shared by veteran trader Matthew Dixon on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mdtrade/status/2015693065533698524">X</a>, the dollar’s decline brought it back to a multi-decade trendline that has remained intact since the 2008 financial crisis. Dixon said the level has historically coincided with major shifts in risk sentiment, including inflection points for Bitcoin and broader crypto markets.<figure class="image image_resized"><a class="st-link-external" href="https://x.com/mdtrade/status/2015693065533698524" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_26_at_7_27_08_AM_png_46d120bf4d.webp" alt="Screenshot 2026-01-26 at 7.27.08 AM.png" width="964" height="1152"></a><figcaption>On DYX and Bitcoin. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mdtrade">mdtrade</a>/x</figcaption></figure><a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)&nbsp;</a>was trading at $87,538, down by 0.8% over 24 hours. On Stocktwits, retail sentiment around Bitcoin dipped from ‘bearish’ to ‘extremely bearish’ territory, accompanied by chatter improving from ‘normal’ to ‘high’ levels over the past day.<h2 class="st-heading-2">Dollar Slides As Rate-Cut Bets Build</h2>DXY, tracked by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ice.com/fixed-income-data-services/index-solutions/currency-indices">ICE’s U.S. Dollar Index</a>, extended January losses as traders reassessed the U.S. rate edge and the outlook for&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">Fed</a> easing. Softer inflation readings and early signs of cooling growth have strengthened the case for rate cuts, narrowing the yield gap that has supported the dollar for much of the past two years.A weaker dollar can be supportive of risk assets by loosening global financial conditions, while also pushing commodity prices higher and raising import inflation pressures. Gold was also in focus alongside the dollar move, with traders watching benchmark pricing.<h2 class="st-heading-2">Traders Remain Cautious&nbsp;</h2>Some traders are still unsure whether Bitcoin's bounce from the $85,500–$86,000 zone will last. Lennart Snyder, a crypto market analyst, said that Bitcoin "swept the $86,000 region and bounced," but warned that the rally occurred over the weekend, when liquidity is lower and institutional investors are less active.Snyder&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/LennaertSnyder/status/2015723347468861730?s=20">said&nbsp;</a>on X that users can't trust moves on the weekend because smart money isn't involved. He also added that the weekly open "looks very weak" and that he is still on the lookout for more short setups unless Bitcoin makes a higher high above about $88,367.<figure class="image image_resized"><a class="st-link-external" href="https://x.com/LennaertSnyder/status/2015723347468861730?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_26_at_7_28_47_AM_png_2cfc5c321b.webp" alt="Screenshot 2026-01-26 at 7.28.47 AM.png" width="880" height="1722"></a><figcaption>on Bitcoin. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/LennaertSnyder">LennaertSnyder</a>/X</figcaption></figure>While macro factors like a weakening dollar may provide structural support, short-term price movements remain weak and highly dependent on cash availability.<h2 class="st-heading-2">Dollar Reserves And Global Allocation Trends</h2>Bloomberg Intelligence data&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Andre_Dragosch/status/2015082365580669313">shared</a> by economist André Dragosch showed the U.S. dollar’s share of global foreign-exchange reserves falling toward 40% by late 2025, continuing a multi-decade decline.Dragosch&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Andre_Dragosch/status/2015708754075963742?s=20">noted</a> that the DXY has historically tracked changes in the dollar’s share of reserves, suggesting sustained depreciation pressure if diversification trends persist.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/could-xrp-overtake-bitcoin-traders-split-as-btc-struggles-near-86-000/cmy7F6UR4Wy">Could XRP Overtake Bitcoin? Traders Split As BTC Struggles Near $86,000</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Veteran Trader Warns US Dollar Index Is At A Make-Or-Break Level For Bitcoin

The dollar falls to a four-month low as rate-cut expectations are fueled by declining inflation and slower growth, weakening yield support, and putting pressure on the currency.

<ul class="summary-bullets"><li>Matthew Sigel said the New York Times made Jan van Eck’s remarks sound like a blanket dismissal of Strategy, which some readers took as bearish.</li><li>He said the comment was about VanEck’s own approach and not a judgment on Strategy’s Bitcoin-linked balance sheet model.</li><li>Sigel added that VanEck still holds Strategy exposure for clients and has increased it, including MSTR and Strategy preferred shares STRK and STRF.</li></ul>VanEck’s head of digital asset research, Matthew Sigel, responded to a New York Times report, claiming that it mischaracterized CEO Jan Van Eck’s views on the Bitcoin treasury firm, Strategy (MSTR).The New York Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2026/01/16/business/michael-saylor-strategy-bitcoin.html#">story</a> focused on Michael Saylor’s rise as the face of Strategy’s Bitcoin-levered playbook and the growing debate over whether the company’s financing model can hold up in a downturn. The piece quoted Jan van Eck saying, “We’ve stayed away… It’s just publicity.”Replying to the story, Mathew Sigel said&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/matthew_sigel/status/2012333938849591629">on X</a> that the New York Times framed Jan Van Eck as having “always kept his distance from Strategy,” which was taken by some readers as bearish on Strategy’s business model or stock. He stated that this is not bearish on the company, and it has increased its exposure in recent weeks.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/matthew_sigel/status/2012333938849591629?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_17_at_8_34_43_AM_png_b3c66da462.webp" alt="Screenshot 2026-01-17 at 8.34.43 AM.png" width="626" height="1472"></a><figcaption>VanEck’s Matthew Sigel pushes back on a New York Times report. | Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/matthew_sigel">matthew_sigel</a>/X</figcaption></figure>Sigel argued that wasn’t the intent. Instead, he noted that Jan van Eck was commenting on how VanEck, the company, operates.&nbsp; He stated specifically that the asset manager is not adopting a digital asset treasury (DAT) strategy at this time, but rather offering a view on Strategy’s fundamentals or the Bitcoin-linked balance sheet model.<a href="https://stocktwits.com/symbol/MSTR">Strategy (MSTR)</a> closed at $173.71 on Friday, up 0.32% in after-hours trading on Saturday. On Stocktwits, retail sentiment around Strategy remained in ‘extremely bullish’ territory, as chatter stayed in ‘high’ levels over the past day.<h2 class="st-heading-2">VanEck Calls Strategy’s Bitcoin Model A ‘Meta-Stable’ Capital Loop</h2>Sigel added that VanEck continues to hold Strategy shares on behalf of clients and has increased its position. According to Sigel, VanEck currently holds about 284,000 shares of Strategy, placing it comfortably within the top 75 shareholders, and the position has been increased “in recent days.”&nbsp;VanEck Associates Corp’s latest&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/869178/000093041325002463/0000930413-25-002463-index.htm">Form 13F</a> filing with the U.S. Securities and Exchange Commission lists holdings in Strategy, confirming the firm maintains MSTR exposure across client portfolios.Earlier, VanEck&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.vaneck.com/offshore/en/news-and-insights/blogs/digital-assets/matthew-sigel-deconstructing-strategy-mstr-premium-leverage-and-capital-structure/">stated</a> that it owns shares of MSTR, STRK, and STRF—Strategy-issued preferred shares. These shares are structured to provide fixed cash distributions and offer exposure to Strategy’s Bitcoin-linked balance sheet without holding common stock.&nbsp;VanEck analysts referred to it as a “meta-stable” structure of which Bitcoin volatility and leveraged exposure draw in investor capital that inflates its balance sheet, enabling Strategy to raise more money and buy more Bitcoin.&nbsp; Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bit-mine-s-tom-lee-says-tether-is-a-better-bank-than-most-banks/cmUVyYrR49P">BitMine’s Tom Lee Says Tether Is A ‘Better Bank’ Than Most Banks</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

VanEck’s Mathew Sigel Confirms It Is Not Bearish On MSTR

VanEck's Matthew Sigel said that the New York Times misread the CEO's comments and has added exposure. 

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Current Price	$32.11
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