SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is surging as investors closely monitor CEO Jensen Huang's inclusion in the high-stakes U.S.-China trade summit, fueling optimism for potential breakthroughs in restricted chip exports to Chinese markets. The community is actively debating the stock's massive rally and future growth potential while dismissing recent short-seller reports as noise against the backdrop of record-breaking institutional demand and upcoming earnings.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is surging following a strong earnings report that highlighted a significant re-rating of its AI infrastructure capabilities and record-breaking demand for networking products. The community is actively discussing the stock's massive overnight gain, drawing parallels to the dot-com era while debating if this rally represents a fundamental shift in its role as a key AI plumbing provider.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors weigh significant AI infrastructure investments against a mixed earnings report, with community sentiment split between skepticism over profitability and bullish hopes driven by a potential breakthrough in trade relations during the Trump-Xi summit.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is trending as investors react to the company's shift from a pure development story to a commercialization phase, despite lingering concerns over smartphone battery qualification timelines. The community is actively debating the significance of recent leadership appointments and the potential for new revenue streams from smart eyewear and drone applications to offset delays.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is trending following a massive quarterly revenue surge and the launch of a new joint venture with Cerberus aimed at scaling long-duration energy storage. The community is actively debating the stock's future, highlighting a significant short interest squeeze potential versus concerns over capital dilution and the company's long-term operational execution.

Energy Vault Holdings, Inc. engages in the provision of energy storage solutions. The company was founded in September 2020 and is headquartered in Westlake Village, CA.

Energy Vault Holdings Inc

Energy Vault Holdings is gaining attention as investors weigh the company's expanding backlog and strategic agreements against short-term market volatility and sector-wide sentiment. The community is actively debating the stock's potential to capitalize on the growing demand for AI data center energy infrastructure and grid stability, with many closely watching for upcoming earnings catalysts.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending as a battleground stock, with bullish retail investors banking on a massive short squeeze ahead of earnings, while bears and skeptics argue that AI competition from tools like Anthropic's Claude poses an existential threat to its design-software dominance. The community is deeply polarized, with bulls pointing to heavy institutional loading and high short interest as catalysts for a potential rally, while critics dismiss the company as an overvalued, struggling asset susceptible to technological displacement.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is trending as investors weigh significant insider buying, including a major stake acquisition by the board chair, against continued volatility and concerns regarding credit quality ahead of the upcoming PriceRunner lawsuit verdict. The community remains deeply divided, with many traders attempting to scalp the stock's high volatility while long-term bulls defend its potential for growth following recent strategic partnerships with Google.

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 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 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 seeing increased investor activity driven by the launch of Ford Energy, a new subsidiary focused on battery storage systems for data centers and industrial clients to support surging AI power demands. While some traders are reacting to this strategic pivot as a potential long-term re-rating, community discussion remains divided between those betting on an AI-driven energy play and others skeptical of the company's historical performance and reliance on legacy auto revenue.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Carnival Corp is seeing significant market activity as investors react to a temporary ceasefire and evolving negotiations regarding the Strait of Hormuz, which remain a primary influence on the stock's volatility. The community is actively debating the impact of fluctuating oil prices on operational margins and debating whether the recent price movement represents a long-term recovery or an algorithmic-driven reaction to geopolitical headlines.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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SPDR S&P 500 ETF

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Should You Buy, Sell or Hold MSTR Stock After Mixed Q1 Earnings?

Strategy's huge bitcoin treasury and strong capital raises support growth, but accounting losses and rich valuation cloud the near-term outlook.

Is Trending Stock Strategy Inc (MSTR) a Buy Now?

Recently, Zacks.com users have been paying close attention to Strategy (MSTR). This makes it worthwhile to examine what the stock has in store.

<ul class="summary-bullets"><li>Jane Street cut its stake in Strategy, Bitcoin ETFs, and Bitcoin mining companies in the first quarter of 2026, according to the firm’s latest 13-F filing.</li><li>The market maker simultaneously increased exposure to Ethereum ETFs, adding roughly $82 million across ETHA and FETH positions.</li><li>Jane Street also increased stakes in Riot Platforms, Coinbase and Galaxy Digital.</li></ul>Wall Street trading giant Jane Street, accused by crypto traders of triggering the market’s so-called ‘10 AM Bitcoin Dump’ last year, sharply cut its exposure to spot Bitcoin (BTC) exchange-traded funds during the first quarter while doubling down on its bets on Ethereum (ETH) funds.According to the firm's 13-F&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1595888/000159588826000043/0001595888-26-000043-index.htm">filing</a> on Tuesday,&nbsp;Jane Street&nbsp;decreased its holdings in BlackRock’s iShares Bitcoin Trust (IBIT) fell roughly 71% from the fourth quarter (Q4) of 2025 to about 5.9 million shares, valued at approximately $225 million. Its position in Fidelity Wise Origin Bitcoin Fund (FBTC) declined about 60% to nearly 2 million shares worth around $115 million.On the Ethereum side, Jane Street nearly doubled its position in BlackRock’s iShares Ethereum Trust (ETHA) and increased holdings in Fidelity Ethereum Fund (FETH). Data showed the firm added about $82 million combined across the two products over the quarter.The rotation comes after speculation surrounding the so-called ‘<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/analysts-are-calling-jane-street-am-bitcoin-dump-theory-fake-news/cZTdZNBRIcR">10 AM Bitcoin Dump</a>’ last year. Prominent cryptocurrency analyst and influencer Justin Bechler&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/1914ad/status/2026757796390449382">theorized</a> Jane Street was pushing Bitcoin lower through frequent morning sell-offs using ETF-related trades, maintaining the price below $150,000.<h2 class="st-heading-2">Exposure To MSTR, Bitcoin Miners Also Slashed</h2>Jane Street also sharply reduced its stake in Michael Saylor-backed Strategy (MSTR). The firm held roughly 968,000 shares valued at about $146 million at the end of Q4 2025. By the first quarter (Q1) of 2026, that position had fallen to approximately 210,000 shares worth around $27 million, marking a decline of about 78%.The reduction followed aggressive buying in the previous quarter, when Jane Street reportedly increased its MSTR position by more than 470%.<a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> moved 0.7% higher in pre-market trade. Retail sentiment around the company on Stocktwits fell to ‘bearish’ from ‘neutral’ territory over the past day. Chatter tumbled to ‘low’ from ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_13_071904_png_beb2de26bc.webp" alt="Screenshot 2026-05-13 071904.png" width="1260" height="136"><figcaption>MSTR retail sentiment and message volume on May 13 as of 7:05 a.m. ET | Source: Stocktwits</figcaption></figure>The firm also trimmed exposure to several Bitcoin mining companies, including IREN (IREN), Cipher Mining (CIFR), TeraWulf (WULF) and Core Scientific (CORZ).<h2 class="st-heading-2">Jane Street Picks Up RIOT, COIN, GLXY Stakes</h2>Despite those cuts, Jane Street increased positions in select crypto-linked equities. Its stake in Riot Platforms (RIOT) rose to roughly 7.4 million shares from about 5 million. The firm also increased its Coinbase (COIN) position to around 888,000 shares.Galaxy Digital (GLXY) saw the largest increase. Jane Street expanded its holdings to roughly 1.5 million shares from about 17,000 shares in the prior quarter.<a href="https://stocktwits.com/symbol/GLXY/">GLXY’s stock</a> gained over 1% in pre-market trade. Like MSTR, it also saw sentiment fall to ‘bearish’ from ‘neutral’ territory over the past day. Chatter dipped to ‘low’ from ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_13_072040_png_8fcffc7a07.webp" alt="Screenshot 2026-05-13 072040.png" width="1266" height="144"><figcaption>GLXY retail sentiment and message volume on May 13 as of 7:05 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Bitcoin, Ethereum Steady Ahead Of PPI Report</h2><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> struggled to hold $81,000 on Wednesday morning ahead of the producer price index (PPI) data report, expected to show hotter-than-expected inflation after Tuesday’s core consumer price index (CPI) came in <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-defies-hot-april-cpi-report-holds-80-k-while-us-stocks-tumble/cZXXhFLReiL">higher than expected</a>.&nbsp;Economists expect PPI to rise 0.5% month-over-month and 0.3% year-over-year, according to MarketWatch <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.marketwatch.com/economy-politics/calendar">data</a>. Retail sentiment around BTC on Stocktwits remained in ‘neutral’ territory over the past day, alongside ‘normal’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_13_072054_png_0089c4235c.webp" alt="Screenshot 2026-05-13 072054.png" width="1248" height="140"><figcaption>BTC retail sentiment and message volume on May 13 as of 7:05 a.m. ET | Source: Stocktwits</figcaption></figure>Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> rose 1% in the last 24 hours recapturing the $2,300 mark. Retail sentiment around the leading altcoin remained in ‘bearish’ territory over the past day, accompanied by ‘normal’ levels of chatter.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-vs-inflation-traders-eye-ppi-data-clarity-act-after-btc-81-k/cZXLL8LRe0Z">Bitcoin Traders Brace For PPI Data, CLARITY Act — Could ‘Go Both Ways’ For BTC, Says MN Fund Investment Chief</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the Jane Street Capital logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

‘10 AM Bitcoin Dump’ Firm Jane Street Rotates Millions From IBIT, MSTR Into Ethereum

Jane Street sharply reduced its holdings in major Bitcoin ETFs, including IBIT and FBTC, during the first quarter of 2026.

Cryptocurrency

Jane Street sharply reduced its holdings in major Bitcoin ETFs, including IBIT and FBTC, during the first quarter of 2026.


<ul class="summary-bullets"><li>The amendment requires approval from both MSTR and STRC shareholders before it can take effect.</li><li>According to Strategy, semi-monthly dividends are expected to reduce reinvestment lag, improve liquidity, tighten trading around par value, and create more opportunities for dividend reinvestment.&nbsp;</li><li>“Help us make STRC even better,” executive chairman Michael Saylor said in a post on X.</li></ul>Strategy (MSTR) shares plummeted in midday trade on Tuesday after the company proposed paying out semi-monthy dividends on its preferred ‘Stretch’ stock (STRC).&nbsp;“Help us make STRC even better,” executive chairman Michael Saylor&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://twitter.com/saylor/status/2054245706693476719">said</a> in a post on X. The company pitched&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://t.co/4pgIjKOrT1">the proposal</a> as an effort to improve the trading characteristics of STRC and make the product more attractive to income-focused investors.&nbsp;<figure class="image"><a class="st-link-external" href="https://twitter.com/saylor/status/2054245706693476719" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_12_132851_png_dc3c63e882.webp" alt="Screenshot 2026-05-12 132851.png" width="980" height="960"></a><figcaption>Source: @saylor/X</figcaption></figure>“Semi-monthly dividends are expected to lead to smaller ex-date price moves, tighter trading near par, and more reinvestment windows,” Strategy said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://twitter.com/Strategy/status/2054243521930891328">post</a> on X. “It's a better structure.” The company added that shareholders of both MSTR and STRC will need to approve the amendment for the proposal to pass.<h2 class="st-heading-2">MSTR’s Stock Dips Amid US Equities, Crypto Weakness</h2><a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> fell as much as 6.5% in midday trade. Retail sentiment around company dipped to ‘neutral’ from ‘bullish’ territory over the past day, while chatter stayed at ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_12_132823_png_81bffcb2df.webp" alt="Screenshot 2026-05-12 132823.png" width="1258" height="128"><figcaption>MSTR retail sentiment and message volume on May 12 as of 1:25 p.m. ET | Source: Stocktwits</figcaption></figure>Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/STRC/">STRC</a> on Stocktwits trended in ‘bearish’ territory over the past day, alongside ‘low’ levels of chatter.The fall in MSTR’s stock came alongside weakness in both the U.S. equities and cryptocurrency markets. Bitcoin (BTC) fell 1.6% in the last 24 hours, but held above the $80,000 mark. Solana (SOL) and Ripple’s XRP (XRP) led losses, down nearly 3% each on the day.&nbsp;Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) dropped 0.68%, while the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) slipped 0.03%. The Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) took the heaviest hit, tumbling over 1.8%. Retail sentiment around QQQ on Stocktwits trended in ‘neutral’ territory over the past day, accompanied by ‘high’ levels of chatter.&nbsp;Matt Mena, crypto research strategist at 21Shares,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.tradingview.com/news/DJN_DN20260512007679:0/">told</a> The Wall Street Journal that Bitcoin’s ability to remain above key support despite&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-consumer-inflation-april-2026-cpi-report/cZXXfE8Rei2">hotter inflation data</a> could point to underlying market strength.<h2 class="st-heading-2">The Largest Corporate Holder Of Bitcoin May Sell Some Of Its BTC</h2>Strategy is the largest corporate holder of Bitcoin with over 818,000 BTC on its balance sheet. The company announced on Monday that it&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-dips-after-new-bitcoin-buy-bmnr-slows-ethereum-buys/cZXaEVhRehO">bought 535 Bitcoin</a> over the past week for $43 million after&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-outpaces-asst-bmnr-despite-bitcoin-buying-pause/cZQMtEgReJI">pausing purchases</a> in the prior week.&nbsp;Retail traders have been&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-slips-despite-price-target-hikes/cZXbgjaReQ2">speculating</a> whether or not Saylor has sold any Bitcoin yet after the executive chairman said during the first-quarter earnings call that the company could&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-slips-even-with-bitcoin-above-81900-saylor-never-sell-pivot/cZQzTmyReaF">sell some of its BTC holdings</a> if it improves “Bitcoin per share” metrics or strengthens the capital structure.Traders <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-markup-would-validate-bitcoin-strc-mstr-on-a-global-scale/cZXXQuCReiP">are also expecting</a> Bitcoin's price, and by extension MSTR's stock, to get a boost if the CLARITY Act markup expected on Thursday comes through. Saylor said &nbsp;the cryptocurrency regulation would also provide institutional validation for Bitcoin , broader adoption of MSTR, and a framework for STRC.MSTR’s stock has gained over 18% this year while, Bitcoin’s price has fallen over 8%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-markup-would-validate-bitcoin-strc-mstr-on-a-global-scale/cZXXQuCReiP">Michael Saylor Says CLARITY Act Markup Could Unlock ‘Next Wave’ Of Digital Capital</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Michael Saylor speaks at the Bitcoin Conference 2026, a premier event for cryptocurrency and blockchain enthusiasts, held in Las Vegas, Nevada, United States on April 27, 2026. (Photo by Tayfun Coskun/Anadolu via Getty Images)

MSTR Stock Slides After Michael Saylor Pushes Semi-Monthly STRC Dividends

Strategy stated that semi-monthly payouts would help STRC trade closer to par value and improve overall market efficiency.

<ul class="summary-bullets"><li>Strategy executive chairman Michael Saylor said on Tuesday the CLARITY Act markup scheduled for Thursday could unlock the “next wave” of digital capital, digital credit, and digital equity markets.</li><li>Saylor said activity-based rewards tied to stablecoin payments and blockchain participation are “critical to enabling innovation, competition, and consumer adoption.”</li><li>He added that the legislation would provide institutional validation for Bitcoin and support broader adoption of Strategy’s preferred ‘Stretch’ shares.</li></ul>Strategy (MSTR) executive chairman Michael Saylor said on Tuesday that the CLARITY Act markup scheduled for Thursday could unlock the “next wave” of digital capital, digital credit and digital equity on a global scale.He <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2054168276016447833?s=20">added</a> that the cryptocurrency regulation would also provide institutional validation for Bitcoin (BTC), broader adoption of MSTR, and a framework for MSTR’s preferred ‘Stretch’ shares (STRC).&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2054168276016447833?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_12_090558_png_990c98131e.webp" alt="Screenshot 2026-05-12 090558.png" width="986" height="338"></a><figcaption>Source: @saylor.X</figcaption></figure><a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> fell as much as 1.8% in pre-market trade amid&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-drops-harder-than-bitcoin-ahead-of-cpi-report/cZXXOioReiG">weakness in the cryptocurrency market</a>. Retail sentiment around the company on Stocktwits fell to ‘neutral’ from ‘bullish’ over the past day, accompanied by ‘high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_12_090625_png_226c43d68d.webp" alt="Screenshot 2026-05-12 090625.png" width="1276" height="140"><figcaption>MSTR retail sentiment and message volume on May 12 as of 8:45 a.m. ET | Source: Stocktwits</figcaption></figure> Despite optimism around the legislation, crypto markets traded cautiously Tuesday morning.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.3% lower to around $80,800, falling below the support level of $81,000 in the last 24 hours. Retail sentiment around the apex cryptocurrency continued to trend in ‘neutral’ territory over the past day, alongside ‘normal’ levels of chatter.&nbsp;<h2 class="st-heading-2">Why Michael Saylor Sees The CLARITY Act As A Turning Point</h2>Saylor said the proposed legislation could provide the regulatory foundation needed for digital asset markets to scale further within the U.S. financial system.According to him, one of the most important provisions in the bill is language recognizing activity-based rewards tied to payment stablecoins and distributed ledger participation.&nbsp;“That is the path to responsible digital yield markets,” he <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2054170256407457989?s=20">wrote</a>.<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2054170256407457989?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_12_090608_png_ed538ebf48.webp" alt="Screenshot 2026-05-12 090608.png" width="992" height="340"></a><figcaption>Source; @saylor/X</figcaption></figure>The Senate Banking Committee&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/senate-unveils-309-page-clarity-act-ethics-deadlock-could-sink-vote/cZXX9TRReLu">released an updated draft of the CLARITY Act</a> on Monday night ahead of Thursday’s markup vote. The bill is designed to clarify oversight responsibilities between regulators and establish rules for stablecoins, tokenized assets, and broader digital asset markets.<h2 class="st-heading-2">What Are Retail Traders Saying About The CLARITY Act Markup?</h2>Some traders on the platform were expecting Bitcoin’s price to explode after the updated draft of the CLARITY Act was made public.<stembedurl>https://www.stocktwits.com/TheSaint229/message/653039712</stembedurl>Others stated that the cryptocurrency market and crypto-linked equities like MSTR and Coinbase (COIN) are likely to power higher after Thursday’s markup.<stembedurl>https://www.stocktwits.com/BoilingPoint/message/653026134</stembedurl>Many remained uncertain whether CLARITY Act would be able to clear the Senate once it does get its markup.<stembedurl>https://www.stocktwits.com/catzzsterkitty/message/653025873</stembedurl>Strategy remains the world’s largest corporate holder of Bitcoin, with more than 818,000 BTC on its balance sheet. The company’s stock has gained more than 26% this year even while Bitcoin itself has fallen over 7.5% during the same period.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-vs-gold-war-is-back-ray-dalio-michael-saylor-are-taking-sides/cZXXOwmReic">Bitcoin Vs Gold War Is Back — Ray Dalio, Michael Saylor Are Taking Sides</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Michael Saylor pauses as he speaks during the Bitcoin 2022 Conference at Miami Beach Convention Center on April 7, 2022. (Photo by Marco Bello/Getty Images)

Michael Saylor Says CLARITY Act Markup Could Unlock ‘Next Wave’ Of Digital Capital

Saylor said “key language” tied to stablecoin rewards and distributed ledger participation in the CLARITY Act are essential for digital yield markets.

CLARITY Act Markup Would Validate Bitcoin, STRC, MSTR On A Global Scale, Says Michael Saylor

<ul class="summary-bullets"><li>Billionaire Ray Dalio said Bitcoin’s lack of privacy, correlation with tech stocks, and relatively small market size make it unsuitable for central bank reserves.</li><li>Saylor argued that Bitcoin’s transparency is a feature, not a weakness, because it enables the asset to function as global digital collateral.</li><li>Dalio reiterated that gold remains the preferred safe-haven asset due to its long-standing role in the global financial system.</li></ul>Strategy (MSTR) executive chairman Michael Saylor pushed back against comments from Bridgewater founder Ray Dalio on Monday, after the billionaire hedge fund manager argued that Bitcoin (BTC) is not a better safe-haven asset than gold and that central banks are unlikely to go near it.“While Bitcoin gets a lot of attention, it hasn’t played the safe-haven role many expected,” Dalio wrote in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RayDalio/status/2053938354425602279?s=20">post</a> on X, citing an interview he did with the All-In Podcast in March.&nbsp;According to him, the three primary reasons Bitcoin doesn’t work as a safe-haven asset are that it lacks privacy, has a high correlation with tech stocks, and is a small market. Since Bitcoin lacks privacy because transactions can be monitored and potentially controlled, “central banks aren’t looking to hold it,” he said.Dalio also reiterated that gold is a better safe haven because it's “more widely held, deeply established, and still plays a central role in the global system.”<figure class="image"><a class="st-link-external" href="https://x.com/RayDalio/status/2053938354425602279" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_12_082555_png_ae6a3a6dfb.webp" alt="Screenshot 2026-05-12 082555.png" width="986" height="644"></a><figcaption>Source: @RayDalio/X</figcaption></figure><h2 class="st-heading-2">Bitcoin Safe-Haven Debate Returns</h2>Saylor hit back, stating that gold is “analog capital,” while Bitcoin is “digital capital.” He <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2053977368071393530?s=20">said </a>that Bitcoin's transparency is a feature rather than a flaw, making it suitable as global collateral in a way that a private or opaque asset could not be. He described gold as "analog capital" and Bitcoin as "digital capital," noting that Bitcoin has outperformed gold and achieved a higher Sharpe ratio since August 2020.<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2053977368071393530?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_12_082641_png_29597d44d7.webp" alt="Screenshot 2026-05-12 082641.png" width="998" height="686"></a><figcaption>Source: @saylor/X</figcaption></figure>Strategy is the largest corporate holder of Bitcoin with over 818,000 BTC in its coffers.&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> fell as much as 2.7% in pre-market trade amid weakness in the cryptocurrency market. Retail sentiment around the Bitcoin proxy on Stocktwits fell to ‘neutral’ from ‘bullish’ over the past day, but chatter remained at ‘high’ levels.&nbsp;This is&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ray-dalio-calls-bitcoin-money-lists-the-reasons-it-falls-short-as-store-of-wealth/cLeFEbuREtl">not the first time</a> Dalio has&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ray-dalio-says-bitcoin-market-small-next-to-gold-btc-price-climbs-to-69000/cZd9hEKRI5W">favored</a> gold as a store of value over Bitcoin. Saylor’s has argument remains that Bitcoin is a superior alternative for the digital age.&nbsp;<h2 class="st-heading-2">Bitcoin Vs. Gold</h2><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> dipped 0.7% in the last 24 hours, struggling to hold above $80,000. It’s currently more than 35% below its record high of over $126,000 seen in October. On Stocktwits, retail sentiment around the apex cryptocurrency remained in ‘neutral’ territory over the past day, accompanied by ‘normal’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_12_082139_png_7f17703c13.webp" alt="Screenshot 2026-05-12 082139.png" width="1250" height="148"><figcaption>BTC retail sentiment and message volume on May 12 as of 8:05 a.m. ET | Source: Stocktwits</figcaption></figure>Meanwhile, spot gold prices have fallen by more than 15% since hitting a record high of over $5,500 at the end of January. The&nbsp;<a href="https://stocktwits.com/symbol/GLD/">SPDR Gold Shares ETF (GLD)</a> dipped 0.7% lower in pre-market trade. Retail sentiment around the fund rose to ‘bearish’ from ‘extremely bearish’ over the past day. Chatter stayed at ‘high’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-drops-harder-than-bitcoin-ahead-of-cpi-report/cZXXOioReiG">Ethereum Drops Harder Than Bitcoin Ahead Of CPI Report While XRP, Solana Retail Sentiment Climbs</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Ray Dalio speaks onstage during the 2025 TIME100 Summit at Jazz at Lincoln Center on April 23, 2025 in New York City. (Photo by Jemal Countess/Getty Images for TIME)

Gold Vs Bitcoin – Ray Dalio Says Central Banks Won’t Touch BTC, Michael Saylor Says That’s The Point

In an exchange of posts on X, MSTR’s Michael Saylor pushed back against Ray Dalio’s argument that Bitcoin has failed to establish itself as a safe-haven asset.

Bitcoin Vs Gold War Is Back — Ray Dalio, Michael Saylor Are Taking Sides

In an exchange of posts on X, MSTR’s Michael Saylor pushed back against Ray Dalio’s argument that Bitcoin has failed to establish itself as a safe-haven asset.


Strategy to Host Live Q&A with Retail Investors Featuring Michael Saylor and Phong Le

Strategy Inc (Nasdaq: STRF/STRC/STRK/STRD/MSTR; LuxSE: STRE), the largest corporate holder of bitcoin and the worlds first Bitcoin Treasury Company, today announced a live Q&A session with retail...

<ul class="summary-bullets"><li>Peter Schiff renewed his criticism of Strategy and its preferred stock offering STRC, calling it a “classic centralized Ponzi.”</li><li>Schiff questioned why the SEC has not intervened over comments made by Michael Saylor regarding STRC’s suitability for retirees.</li><li>Schiff claimed retirees who lose money on STRC could potentially use Saylor’s public comments in lawsuits against Strategy.</li></ul>Peter Schiff returned to calling Strategy (MSTR) and its preferred ‘Stretch’ stock (STRC) a “ponzi scheme” on Monday morning in a volley of posts on X, this time asking why the Securities and Exchange Commission (SEC) isn’t taking a stand.“How can the SEC let Saylor get away with public comments that STRC&nbsp; is suitable for retirees whose primary investment objectives are low-risk wealth preservation and income, and who don't want to risk losing principal?” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2053824703039439128">wrote</a> in a post on X. “This is a violation of SEC antifraud and marketing rules.”<figure class="image"><a class="st-link-external" href="https://x.com/PeterSchiff/status/2053824703039439128" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_11_120951_png_00d734f6c5.webp" alt="Screenshot 2026-05-11 120951.png" width="1000" height="358"></a><figcaption>Source: @PeterSchiff/X</figcaption></figure>According to him, retirees purchasing STRC could eventually pursue legal action against the company if losses materialize. “Saylor admitted STRC is being bought by retirees whose primary objectives are low-risk wealth preservation and income, and who don't want to risk losing principal,” Schiff&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2053817808400547987?s=20">wrote</a>. “But STRC is actually high-risk. Saylor's comments will help retirees who lose money win lawsuits against MSTR.”<figure class="image"><a class="st-link-external" href="https://x.com/PeterSchiff/status/2053817808400547987" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_11_120922_png_4a5ff243fb.webp" alt="Screenshot 2026-05-11 120922.png" width="996" height="358"></a><figcaption>Source: @PeterSchiff/X</figcaption></figure><h2 class="st-heading-2">How Do Retail Traders Feel About MSTR?</h2><a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> gained over 2% in midday trade after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-dips-after-new-bitcoin-buy-bmnr-slows-ethereum-buys/cZXaEVhRehO">announced</a> it had bought 535 Bitcoin (BTC) over the past week for around $43 million. On Stocktwits, retail sentiment around the company remained in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_11_120847_png_e28eba68ae.webp" alt="Screenshot 2026-05-11 120847.png" width="1266" height="148"><figcaption>MSTR retail sentiment and message volume on May 11 as of 11:45 a.m. ET | Source: Stocktwits</figcaption></figure>Retail traders on the platform forecast that MSTR’s share price could cross $200 this week, betting on Kevin Warch coming in to replace Jerome Powell as the Federal Reserve’s new chair and the CLARITY Act markup in the Senate to provide momentum.<stembedurl>https://www.stocktwits.com/EZmuney/message/652933368</stembedurl><stembedurl>https://www.stocktwits.com/Randallhump82/message/652752368</stembedurl><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> traded flat in the last 24 hours, struggling to hold above $81,000. Retail sentiment around the apex cryptocurrency rose to ‘bullish’ from ‘neutral’ over the past day, while chatter stayed at ‘normal’ levels. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_11_120858_png_2c68799789.webp" alt="Screenshot 2026-05-11 120858.png" width="1238" height="136"><figcaption>BTC retail sentiment and message volume on May 11 as of 11:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Schiff Says Saylor Is Marketing Risky Investments To Retirees</h2>Schiff’s criticism focused less on Bitcoin, like in the past, and more on how Strategy is&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/michael-saylor-says-buy-more-bitcoin-than-you-can-sell/cZXb09DReQB">structuring and promoting</a> its preferred securities tied to the company’s crypto holdings.Strategy has increasingly leaned on preferred share offerings and capital markets products to fund additional Bitcoin purchases while offering investors alternative ways to gain exposure to the company’s balance sheet strategy. Schiff stated that the issue is not hidden complexity, but rather what he sees as openly acknowledged risk being framed too conservatively.&nbsp;“The fact that it isn’t hidden is exactly what makes it the most obvious Ponzi scheme ever constructed,” Schiff wrote in another <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PeterSchiff/status/2053795135217914081?s=20">post</a>. He also pushed back against Saylor’s broader defense of Strategy’s approach.<figure class="image"><a class="st-link-external" href="https://x.com/PeterSchiff/status/2053795135217914081" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_11_120940_png_7412af126f.webp" alt="Screenshot 2026-05-11 120940.png" width="1012" height="1076"></a><figcaption>Source: @PeterSchiff/X</figcaption></figure>“Saylor dodged my argument that STRC is a Ponzi by saying, ‘Peter thinks Bitcoin’s a Ponzi scheme. Peter is not really a lover of anything in this space,” Schiff wrote, citing a recent podcast Saylor did with Scott Melker, who goes by the name 'The Wolf of All Street' online. “But I’ve called Bitcoin a new variant of decentralized Ponzi. STRC is different: a classic centralized Ponzi run by MSTR.”<h2 class="st-heading-2">MSTR Stock Outperforms Bitcoin</h2>Strategy remains the world’s largest corporate holder of Bitcoin, with more than 818,000 BTC on its balance sheet. The company has continued raising capital through debt, preferred stock, and equity-linked offerings to finance additional purchases.Earlier this month, Saylor also&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-slips-even-with-bitcoin-above-81900-saylor-never-sell-pivot/cZQzTmyReaF">stated</a> during Strategy’s first-quarter earnings call that the company may eventually sell Bitcoin if doing so improves shareholder value or strengthens its capital structure. That marked a notable shift from his longstanding “never sell” rhetoric around Bitcoin holdings.MSTR’s stock has gained over 20% this year, while Bitcoin's price has fallen over 7%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mara-clsk-stocks-face-earnings-test-after-last-week-s-ai-fueled-rally/cZXa54KRehc">MARA, CLSK Stocks Face Earnings Test After Last Week’s AI-Fueled Rally: Retail Sentiment Diverges</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Bitcoin Conference Draws Cryptocurrency Fans To Miami.  (Photo by Joe Raedle/Getty Images)

Peter Schiff Says Michael Saylor's Strategy Is Running A Ponzi Scheme In Plain Sight — And The SEC Is Letting It Happen

The longtime Bitcoin critic stated that STRC is being marketed as a low-risk income investment despite carrying significant risk.

Is Strategy's STRC A Ponzi Scheme? Peter Schiff Makes His Case Against Saylor

The longtime Bitcoin critic stated that STRC is being marketed as a low-risk income investment despite carrying significant risk.


Strategy Adds 535 BTC As MSTR Eyes $200 For First Time Since November

Strategy Inc. (NASDAQ:MSTR) bought 535 Bitcoin...

<ul class="summary-bullets"><li>Strategy shares fell at the market open after the company disclosed a new purchase of 535 Bitcoin worth approximately $43 million.</li><li>The purchase comes after Michael Saylor said Strategy may consider selling Bitcoin if it improves “Bitcoin per share.”</li><li>BMNR’s latest Ethereum purchase totaled roughly 26,659 ETH, down sharply from the company’s recent buying pace of more than 100,000 ETH per week.</li></ul>Shares of Strategy (MSTR) dropped, while Bitmine Immersion Technologies (BMNR) edged higher at market open on Monday after digital asset treasuries (DATs) announced their latest Bitcoin (BTC) and Ethereum (ETH) acquisitions, respectively, amid a muted cryptocurrency market.<a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> fell as much as 1.5%. Retail sentiment around the company on Stocktwits trended in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_11_093541_png_ceb2cbfd84.webp" alt="Screenshot 2026-05-11 093541.png" width="1256" height="134"><figcaption>MSTR retail sentiment and message volume on May 11 as of 9:05 a.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> moved 1% higher, but retail sentiment dipped to ‘bearish’ from ‘neutral’ territory, amid ‘low’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_11_093551_png_ca09666828.webp" alt="Screenshot 2026-05-11 093551.png" width="1264" height="134"><figcaption>BMNR retail sentiment and message volume on May 11 as of 9:05 a.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was struggling to hold $81,000, while&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> held above the $2,300 level in early trading.<h2 class="st-heading-2">Strategy Expands Bitcoin Treasury Amid BTC Sale Speculation</h2>Strategy disclosed that it acquired 535 BTC over the past week for around $43 million, paying an average price of roughly $80,340 per Bitcoin. The company now holds a total of 818,869 BTC on its balance sheet, acquired at around $75,540 per Bitcoin. Strategy also said its BTC Yield reached 9.4% year-to-date in 2026.The latest purchase&nbsp;comes on the heels of executive chairman Michael Saylor stating during the company’s first-quarter (Q1) earnings call that&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-slips-even-with-bitcoin-above-81900-saylor-never-sell-pivot/cZQzTmyReaF">Strategy may eventually sell some of its Bitcoin holdings</a> if doing so improves shareholder value.&nbsp;“Our ability to sell Bitcoin either to buy U.S. dollars or sell Bitcoin to buy debt if it's accretive to Bitcoin per share is something that we would consider doing going forward,” Saylor said during the call.Wall Street analysts backed the new flexibility, with BTIG raising its price target on MSTR’s stock to $350 from $250 following the earnings call. The firm maintained a ‘Buy’ rating and said management’s willingness to optimize the balance sheet through selective Bitcoin sales was viewed positively.<h2 class="st-heading-2">Bitmine Slows Ethereum Buying After Aggressive Accumulation Run</h2>Tom Lee-backed Bitmine announced that its Ethereum holdings increased to 5.2 million ETH, up from the previously reported 5.18 million ETH. It purchased roughly 26,659 ETH over the past week, a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bmnr-stock-climbs-after-largest-ethereum-buy-of-the-year/cZJ4mRXRIYP">significant drop from its recent buying pace</a> of over 100,000 ETH.&nbsp;Bitmine said its total assets now stand at approximately $13.4 billion, including 201 BTC, stakes in Beast Industries and Eightco Holdings (ORBS), and roughly $775 million in cash.&nbsp; The company added that it has now staked over 4.7 million ETH of its holdings, worth around $11.1 billion, with the Made in America Validator Network (MAVAN).&nbsp;BMNR now controls approximately 4.31% of Ethereum’s circulating supply, moving closer to its stated “alchemy of 5%” ownership target. Last week at Consensus Miami 2026, BMNR chairman Tom Lee&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-says-bmnr-may-slow-down-on-ethereum-for-other-things/cZXb1vjReQg">stated</a> the company may intentionally slow its Ethereum accumulation strategy.“I do think we’re going to slow down our pace of buying,” Lee said during an onstage appearance. “I’m not sure we want to get to 5% too quickly.” He estimated that if Bitmine maintained its prior buying pace, it could reach the 5% threshold within six weeks. “I think we’re deciding perhaps we want to accumulate at a somewhat slower pace, because there are other things to be doing in crypto right now,” Lee added.Strategy remains the world’s largest corporate Bitcoin holder, while Bitmine is the largest institutional Ethereum holder. MSTR’s stock has gained over 20% this year, while Bitcoin’s price has fallen over 7%. Meanwhile, BMNR’s stock and Ethereum’s price have fallen by over 20% this year.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mara-clsk-stocks-face-earnings-test-after-last-week-s-ai-fueled-rally/cZXa54KRehc">MARA, CLSK Stocks Face Earnings Test After Last Week’s AI-Fueled Rally: Retail Sentiment Diverges</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)

MSTR Stock Dips After New Bitcoin Buy – BMNR Slows Pace Of Ethereum Accumulation

Bitmine’s drop in Ethereum accumulated over the past week comes after Tom Lee said last week that the company may intentionally slow down to focus on “other things” in the cryptocurrency industry.

Strategy, Inc. is a Bitcoin Treasury company. The firm has adopted Bitcoin as a primary treasury reserve asset. It uses proceeds from equity and debt financing, as well as cash flows from operations, to strategically accumulate Bitcoin and advocate for its role as digital capital. Its treasury strategy is designed to provide investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed-income instruments. It provides industry AI-powered enterprise analytics software. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

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Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$24.37	--	--	N/A
Q1 '26	-$0.86	-$38.25	-4337.35%	MISSED
Q4 '25	-$0.08	-$42.93	-53562.50%	MISSED
Q3 '25	-$0.10	$8.42	8354.90%	BEAT
Q2 '25	-$0.10	$32.60	33252.65%	BEAT

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