SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Novavax, Inc.

Novavax Inc

Novavax is trending as investors scrutinize potential Matrix-M partnership developments following an earnings beat, while the community remains sharply divided over governance and the push for leadership changes via upcoming proxy votes. Discussions are heavily focused on the company's licensing platform strategy versus lingering concerns about cash burn and the lack of specific deal disclosures.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as retail investors rally behind the company's global expansion efforts and a massive short interest, which many believe is primed for a potential squeeze. The community is actively tracking Dr. Patrick Soon-Shiong's recent communications, viewing the company's international reach and AI-driven manufacturing as catalysts for future value despite ongoing regulatory volatility.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. It operates through the OSS and OSS Europe segments. The company was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems is seeing significant investor attention driven by strong Q1 earnings, which highlighted 55% revenue growth and improved margins as the company transitions into a pure-play edge AI and defense-focused business. The community is actively discussing the stock's potential for rerating alongside the broader push for ruggedized, mission-critical AI infrastructure within defense and industrial sectors.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is currently experiencing significant volatility as investors debate the potential synergy of its Disney partnership and its upcoming earnings report. The community remains deeply divided between bulls anticipating a short squeeze or profitable turnaround and bears citing ongoing subscriber losses and management's past performance as reasons for further downside.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8 is currently at the center of investor focus following a massive 15-year, $9.8 billion AI data center lease, which has sparked a strong rerating narrative as the company shifts from a crypto miner to an AI infrastructure leader. While some community members remain skeptical of the transition and the reliance on major hyperscalers, bulls are aggressively highlighting the stock's long-term potential, leading to intense debates over its valuation and recent parabolic price action.

Ernexa Therapeutics, Inc. engages in the provision of cell engineering therapies. It is involved in the development of mRNA cell engineering technologies to repair cellular dysfunction and treat a range of therapeutic indications. The company was founded in 1984 and is headquartered in Cambridge, MA.

Ernexa Therapeutics Inc.

Ernexa Therapeutics Inc

Ernexa Therapeutics is seeing heightened activity driven by a new manufacturing collaboration with Cellipont Bioservices intended to advance their ovarian cancer candidate, ERNA-101, into clinical trials. While some investors are optimistic about the potential for a squeeze due to the company's low float and strong institutional presence, others are expressing significant caution regarding the stock's history of dilution and reverse splits.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk (SNDK) is experiencing a massive parabolic rally fueled by intense AI-driven demand for memory chips, with the stock recently hitting all-time highs above $1,400. While bulls are celebrating massive gains and pointing to long-term storage shortages, the community is actively debating whether this movement reflects genuine AI-fueled fundamental growth or an unsustainable speculative bubble.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is surging as investors pivot toward its potential as an AI infrastructure and power-centric datacenter play, bolstered by a significant expansion in its partnership with AMD. Community sentiment is highly active, with traders closely monitoring technical resistance levels while debating the long-term strategic transformation from pure Bitcoin mining into a critical AI power provider.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

Aurora Innovation is experiencing significant upward momentum driven by a major partnership expansion with Hirschbach to deploy hundreds of autonomous trucks, signaling a shift from research to large-scale commercialization. Investors are actively discussing the potential for a short squeeze, citing high short interest and massive insider buying that bolsters confidence in the company's long-term scale and execution.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors aggressively price in the company's expanding AI infrastructure footprint and recent strategic acquisitions, with community sentiment driven by a potential short squeeze and anticipation of upcoming earnings. Enthusiastic discussions are centered on the company's competitive positioning as a 'fourth hyperscaler' and its ability to secure major multi-billion dollar contracts, leading to significant momentum that has pushed the stock to new highs.

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Strategy Announces First Quarter Financial Results; Currently Holds 818,334 BTC

Strategy Inc (Nasdaq: STRF/STRC/STRK/STRD/MSTR; LuxSE: STRE) (Strategy or the Company), the largest corporate holder of bitcoin and the worlds first Bitcoin Treasury Company, today announces...

Strategy Just Gobbled Up 0.5% of the Bitcoin Supply in 90 Days. Here's What Could Happen Next.

Key PointsStrategy (formerly known as MicroStrategy) is continuing to accumulate a lot of Bitcoin...

Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (NASDAQ:STRC) Director Sells $391,140.00 in Stock

Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (NASDAQ:STRC - Get Free Report) Director Jarrod Patten sold 2,250 shares of the firm's stock in a transaction on Friday, May 1st. The stock was sold at an average price of $173.84, for a total value of $391,140.00. Following the...

Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (NASDAQ:STRC) Director Jarrod Patten Sells 1,750 Shares

Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (NASDAQ:STRC - Get Free Report) Director Jarrod Patten sold 1,750 shares of Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock stock in a transaction dated Thursday, April 30th. The shares were sold at an...

<ul class="summary-bullets"><li>Clear Street raised Strategy’s price target to $233 from $198, an 18% increase, while maintaining a ‘Buy’ rating.</li><li>The revision reflects higher Bitcoin price assumptions and expected growth in Bitcoin per share through 2027.</li><li>The update comes as Strategy paused its weekly Bitcoin buying streak, now holding over $64 billion in the asset.</li></ul>Wall Street’s most prominent and leveraged Bitcoin proxy was back in the spotlight after Clear Street raised its price target on Strategy (MSTR) to $233 from $198 on Monday, maintaining a ‘Buy’ rating on the stock. The brokerage firm is betting that rising BTC prices and long-term accumulation will continue to drive the upside. This development comes even as MSTR has briefly paused its aggressive weekly purchases.The brokerage company’s 18% increase reflects higher assumptions for Bitcoin (BTC) prices and expectations that Strategy will continue to grow its Bitcoin per share through 2027, analyst Brian Dobson said. Strategy’s exposure is a leveraged proxy to the asset, so the firm’s outlook remains tied to Bitcoin’s path.&nbsp;The revision from Clear Street comes as Strategy, the largest corporate holder of Bitcoin, temporarily halted its weekly buying streak. The firm&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/michael-saylor-latest-bitcoin-buy-is-10x-smaller-after-2-5-b-spending/cZBN83YRePG">acquired</a> billions worth of cryptocurrency in the last few months, bringing its total to $64.5 billion at current Bitcoin prices. Executive Chairman Michael Saylor&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2050927636814168433">said</a> on Sunday, “No buys this week. Back to work next week,” indicating a pause in accumulation after weeks of consistent purchases.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2050927636814168433?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_04_at_8_18_39_AM_png_8b17d3f0ea.webp" alt="Screenshot 2026-05-04 at 8.18.39 AM.png" width="588" height="424"></a><figcaption>Michael Saylor announces that Strategy did not buy Bitcoin this week. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor">@saylor</a>/x</figcaption></figure><a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> was up over 2% during pre-market trading hours. On Stocktwits, the retail sentiment around MSTR remained in the ‘neutral’ zone, while chatter around it stayed ‘normal’ over the past day.&nbsp;This comes as&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> trades near $80,000, marking a return to a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/who-s-buying-all-the-bitcoin-etfs-new-btc-supply/cZQMFM5Re76">three-month</a> high. On Stocktwits, the retail sentiment around BTC moved to ‘bullish’ from the ‘bearish’ zone, while chatter around it stayed in the ‘normal’ levels over the past day. Strategy has been funding its Bitcoin purchases with some of its Series A preferred stock (STRC), a yield-bearing instrument that allows it to raise capital from investors while still increasing its BTC holdings on its balance sheet.Saylor also shared a dividend preference poll&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2050992943352234150?s=20">on X</a>, in which 56.8% of over 20,000 respondents preferred bi-monthly payouts, suggesting possible future developments in Strategy's approach to returning value to shareholders.<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2050992943352234150?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_04_at_8_20_07_AM_png_571e55b378.webp" alt="Screenshot 2026-05-04 at 8.20.07 AM.png" width="587" height="286"></a><figcaption>Saylor conducts poll on dividends. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor">@saylor</a>/x</figcaption></figure><h2 class="st-heading-2">Bitcoin Yield Demand Emerges</h2>Separately, Metaplanet CEO Simon Gerovich&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/gerovich/status/2051118810904879307?s=20">said</a> he was seeing increased demand for Bitcoin-backed financial products, adding another layer to how institutions engage with the asset. “The first wave of Bitcoin-backed fixed income has shown the demand is real,” Gerovich said, pointing to early demand for yield-generating structures tied to Bitcoin.<figure class="image"><a class="st-link-external" href="https://x.com/gerovich/status/2051118810904879307?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_04_at_8_22_08_AM_png_b246296459.webp" alt="Screenshot 2026-05-04 at 8.22.08 AM.png" width="582" height="283"></a><figcaption>Metaplanet CEO on Bitcoin-backed instruments. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/gerovich">@gerovich</a>/x</figcaption></figure>He said the global opportunity is much bigger, pointing to markets like Japan, where households hold trillions of dollars in low-yielding cash and deposits, which could support greater adoption of Bitcoin-linked income products alongside direct accumulation strategies.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/who-s-buying-all-the-bitcoin-etfs-new-btc-supply/cZQMFM5Re76">Who’s Buying All The Bitcoin? ETFs Are Now Taking 500% Of New Supply</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the logo of Strategy Inc is displayed on a smartphone screen.

MSTR Gets A Price Target Boost As Bitcoin Bets Deepen – Even As Strategy Takes A Breather From Weekly BTC Buying

Metaplanet CEO highlighted Japan’s trillions in low-yielding cash and saw vast potential in Bitcoin-linked income products beyond just holding the asset.

MSTR Hit Pause On Weekly Bitcoin Buying – So Why Did It Get A Price Target Boost?

Equity

Metaplanet CEO highlighted Japan’s trillions in low-yielding cash and saw vast potential in Bitcoin-linked income products beyond just holding the asset.


<ul class="summary-bullets"><li>Jack Mallers, CEO of Twenty One Capital, dubbed Bitcoin “perfect money.” But on Tuesday, borrowing against it was pricey.</li><li>Lending markets, he said, were driven by supply and demand, with capital providers evaluating Bitcoin-backed rates against bonds and stocks.</li><li>At some point, institutions will enter the market, and cheaper funding may emerge, Mallers added.</li></ul>Twenty One Capital (XXI) CEO Jack Mallers said on Tuesday that while Bitcoin (BTC) is “perfect money,” but borrowing against it is getting expensive. He added that Strategy’s (MSTR) move from 0% borrowing to double-digit rates reflects a tightening Bitcoin lending market.Speaking at the Bitcoin 2026 conference in a panel discussion, Mallers&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/OWkBqts2NP0?t=28665">explained</a> that borrowing against Bitcoin remained expensive because investors did not want to lose exposure to an asset that could deliver strong long-term returns. Capital providers need to be meaningful.According to Jack Mallers, Saylor's current interest rates accurately represent the whole Bitcoin lending market. He added that investors expect large returns when lending cash, given the opportunity cost of not investing in high-growth assets such as Bitcoin, Nvidia (NVDA), AI firms, and luxury real estate.The Twenty One Capital CEO said that the Bitcoin lending market was shaped by “supply and demand,” not just the quality of collateral. Bitcoin is regarded as high-quality collateral, but lenders compare its returns with those of other opportunities, including government bonds and equities. Companies that used to borrow at near-zero cost now face double-digit rates, he said, pointing to a shift in borrowing conditions across the market.&nbsp;<blockquote>“Michael Saylor used to be borrowing money at 0% do you think that he got sick that and preferred 11%-12%-13%? Probably not, right? He's doing it because there he ran out of people willing to give him money at 0%, and so if you're going to ask someone in the crowd, hey, don't buy bitcoin, buy stretch.”- Jack Mallers, Twenty One Capital (XXI) CEO</blockquote>Mallers said that while cheaper financing could emerge over time as larger financial institutions expand into Bitcoin markets, the current environment shows that such capital has not yet arrived at scale. “We are just not there yet,” he said, describing borrowing costs as structurally elevated for now.<h2 class="st-heading-2">Mallers Clarifies: Not A Shot At Saylor</h2>Some industry players&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BTCtreasuries/status/2049296498962186412?s=20">criticized</a> Mallers' comments, saying Mallers didn't take into account that "$STRC is perpetual" and has no maturity date and no fixed repayment schedule, which could justify a different cost structure than traditional Bitcoin-backed lending. &nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/jackmallers/status/2049314581043089437" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_29_at_6_36_20_AM_png_c671bafa94.webp" alt="Screenshot 2026-04-29 at 6.36.20 AM.png" width="588" height="758"></a><figcaption>Jack Mallers clarifies his stance on Michael Saylor. Source: @jackmallers/x</figcaption></figure>Mallers subsequently&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jackmallers/status/2049314581043089437?s=12">explained</a> that it was “not a diss” to Saylor but rather a general comment about capital costs and market structure. Bitcoin markets are becoming more influenced by traditional financial dynamics, with borrowing, lending, and capital allocation reflecting more mature market circumstances rather than early-cycle behavior, he noted.<a href="https://stocktwits.com/symbol/XXI">XXI’s stock</a> was up over 1% during pre-market hours on Wednesday. On Stocktwits, the retail sentiment around XXI moved to ‘bullish’ from ‘neutral’ while chatter around it moved to ‘normal’ from ‘high’ over the past day.&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> was up by 2% during pre-market hours. On Stocktwits, the retail sentiment around MSTR moved to ‘bearish’ from the ‘bullish’ zone, while chatter around it moved to ‘normal’ from ‘high’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-is-the-best-inflation-hedge-says-veteran-macro-trader-paul-tudor-jones/cZBoPFORedu">Bitcoin Is The ‘Best’ Inflation Hedge, Says Veteran Macro Trader Paul Tudor Jones</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Bitcoin May Be ‘Perfect Money,’ But Capital Is Not Free: Jack Mallers Explains Structural Shift In Crypto Credit

Jack Mallers clarified that his comments were not a criticism of Saylor, but an observation on capital costs and market structure.

Why Bitcoin-Backed Borrowing Is Getting Expensive: Jack Mallers Explains The Market Shift

<ul class="summary-bullets"><li>MSTR Executive Chairman Michael Saylor stated that issuing STRC allows the company to raise capital and immediately deploy it into Bitcoin, creating exposure without relying solely on equity issuance.</li><li>Saylor outlined a three-layer financial model consisting of Bitcoin as digital capital, STRC as digital credit, and stablecoin-linked products as digital money.</li><li>He added that STRC could eventually underpin yield across crypto platforms, including exchange-based accounts and stablecoin “savings coins,” positioning it as a core building block in digital finance.</li></ul>Strategy (MSTR) executive chairman Michael Saylor believes that integrating Strategy's preferred stock STRC into public ETFs is the critical next step in expanding demand for Bitcoin (BTC) and amplifying returns for MSTR shareholders.Speaking at the Bitcoin 2026 Conference on Monday, he framed it as part of a deliberate three-layer capital architecture he believes will define digital finance. "I think important integrations are integrating Stretch into public ETFs," Saylor said, describing the third layer of Strategy's stack as "digital money." According to him, the logic is structural. Saylor outlined how selling STRC preferred stock generates upfront Bitcoin gains without diluting common shareholders.&nbsp;"If we sell $10 billion of STRC, we'll generate a $10 billion gain on that upfront. Most of the BTC gain and the yield comes from the credit, not from the equity right now." Every dollar of STRC sold buys Bitcoin. Bitcoin appreciation widens the NAV gap. A wider NAV gap allows MSTR equity to be sold at a premium, generating further amplification.&nbsp;"When we're selling the equity at a premium to the underlying NAV, it turns out to be accretive to the common stock and a benefit to the credit investor," he said.<h2 class="st-heading-2">ETF Demand Builds Around Digital Credit Products</h2>The ETF infrastructure is already forming around STRC. On Monday, Nakamoto's UTXO Management launched a dual-class structured fund targeting STRC at the Bitcoin 2026 Conference, with CIO Tyler Evans noting the market "has matured significantly, but institutional access remains fragmented.Meanwhile, BlackRock's&nbsp;<a href="https://stocktwits.com/symbol/PFF">iShares Preferred &amp; Income Securities ETF (PFF)</a> holds approximately $210 million in STRC as its fourth-largest position.&nbsp;<a href="https://stocktwits.com/symbol/ASST">Strive (ASST)</a> and Tuttle Capital&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/vivek-ramaswamy-backed-strive-plans-bitcoin-credit-etf-tied-to-mstr-asst/cZERAC2RIN7">filed</a> for DGCR, the first dedicated digital credit ETF, on March 30, awaiting approval from the Securities and Exchange Commission (SEC).&nbsp;<h2 class="st-heading-2">Stablecoins And Exchanges Could Extend STRC Demand</h2>Saylor said crypto exchanges could eventually offer “digital yield accounts” that pay fixed returns on deposits, while stablecoin issuers may use instruments like STRC to generate yield for users.He stated that the final layer targets the $350 billion stablecoin market. "STRC powers the yield on savings coins," Saylor said, adding that the plumbing for all three layers is actively being built.<a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> fell 2.7% in afternoon trade. On Stocktwits, retail sentiment around the company trended in ‘bullish’ territory over the past day and chatter remained at ‘high’ levels.&nbsp;The dip in Strategy’s shares amid weakness in the cryptocurrency market, with Bitcoin’s price trying to hold the critical support level of $76,000.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">BTC’s price</a> fell 1% to around $76,100 after dipping below the threshold earlier in the session.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-apocalypse-coming-tim-draper-sees-shift-from-dollars-to-btc/cZB8xqARedJ">Bitcoin ‘Apocalypse’ Coming? Billionaire Tim Draper Predicts ‘Cataclysmic’ Shift From Dollars To BTC</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Saylor (left) and Lee Counselman (right) speak at the Bitcoin Conference 2026, held in Las Vegas, Nevada, United States on April 27, 2026. (Photo by Tayfun Coskun/Anadolu via Getty Images)

Michael Saylor Says Strategy’s STRC Push Into ETFs Signals Next Phase of Bitcoin Demand

At Bitcoin Conference 2026, Michael Saylor positioned MSTR’s STRC integration into ETFs as a central driver of future Bitcoin demand.

Michael Saylor Says ETF Integration Of STRC Is the Next Unlock For Bitcoin, MSTR

Cryptocurrency

At Bitcoin Conference 2026, Michael Saylor positioned MSTR’s STRC integration into ETFs as a central driver of future Bitcoin demand.


Replica bitcoins are seen in this photo illustration on November 4, 2017. (Photo by Jaap Arriens/NurPhoto via Getty Images)

Peter Schiff Warns Saylor’s Bitcoin Strategy Risks 'Financial Ruin' For Investors

Strategy Inc. can beat Satoshi to become the largest holder of Bitcoin if it accumulates another $23 billion worth of BTC at current prices.

Schiff Vs Saylor: The Bitcoin Strategy Debate Is Heating Up Again

<ul class="summary-bullets"><li>Nakamoto launched UTXO Preferred Income Strategies LP, a crypto yield fund targeting “digital credit” assets like Strategy-linked preferred securities.</li><li>NAKA expanded into Bitcoin media, asset management, and institutional goods with its $81.6M all-stock acquisition of UTXO Management and BTC Inc.</li><li>NAKA shares are down over 41% YTD and are sliding in early trade amid dilution worries and a 40% loss on a BTC transaction, weighing on investor sentiment.</li></ul>Nakamoto Inc (NAKA) is pushing deeper into institutionalizing crypto yield. Its asset management arm, UTXO Management GP, on Monday, launched UTXO Preferred Income Strategies LP at UTXO Investor Day. This new preferred income fund is designed to generate returns from ’digital credit,’ a category that includes strategy-linked securities tied to Bitcoin exposure.The launch was officially announced at the Bitcoin 2026 Conference, and the&nbsp;new fund will establish a dual-class capital structure to provide eligible purchasers with access to the income earned by preferred perpetual securities. Its inaugural portfolio is planned to comprise "digital credit," such as the Strategy Variable Rate Perpetual Stretch Preferred Security (STRC).“The digital credit market has matured significantly, but institutional access remains fragmented,” said Tyler Evans, Chief Investment Officer of UTXO Management, in a statement. “We designed our first structured credit product, UTXO Preferred Income Strategies LP, to give allocators access to these dividend-paying securities, with the capital structure enhancements, institutional servicing, and operational transparency they require.”<a href="https://stocktwits.com/symbol/STRC">STRC stock</a>&nbsp;has gained&nbsp;over 10% in the last year. On Stocktwits, retail sentiment remained in the ‘neutral’ zone, while chatter stayed at ‘normal’ levels over the past day.&nbsp;In February, Nakamoto Inc. (NAKA) completed the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/naka-stock-pops-on-all-stock-bitcoin-empire-deal-at-steep-discount/cZR0iRbR4HK">acquisition</a> of UTXO Management GP, LLC and BTC Inc., converting them into wholly owned subsidiaries. This all-stock acquisition, worth roughly $81.6 million, combines Bitcoin media, asset management, and consulting services under Nakamoto.&nbsp;<h2 class="st-heading-2">Why Is NAKA Stock Down?</h2><a href="https://stocktwits.com/symbol/NAKA">NAKA’s stock</a> tanked over 4% in morning trade. On Stocktwits, retail sentiment around NAKA remained in the ‘bearish’ zone, while chatter stayed in ‘low’ levels over the past day. The stock has been down over 41% year-to-date.&nbsp;In March, the corporation sold 284 Bitcoin (BTC) at around $70,422, with an average acquisition cost of roughly $118,171 per Bitcoin, resulting in a nearly 40% loss. Following the acquisition of Nakamoto and the announcement of fundraising ambitions, the firm saw huge&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://news.bitcoin.com/nakamotos-107-million-merger-deal-sparks-dilution-backlash/?">dilution</a> of shares, leading to high selling pressure.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/goldman-pulls-back-on-quantum-computing-research-but-bitcoin-developers-floats-ecash-fork-to-redistribute-satoshi-coins/cZBNFAJRe26">Goldman Pulls Back On Quantum Computing Research, But Bitcoin Developers Floats ‘eCash’ Fork To Redistribute Satoshi Coins</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The photo illustration shows the Bitcoin cryptocurrency on April 7, 2025 in Shanghai, China. (Photo by VCG/VCG via Getty Images)

NAKA Owned UTXO Launches Digital Credit Fund Tied To STRC Strategy

NAKA subsidiary UTXO is packaging Bitcoin strategy exposure into income-generating securities.

This New Fund Wants To Turn Bitcoin Strategy Into Income: Here’s How

Peter Schiff is interviewed during the London Blockchain Conference at The Queen Elizabeth II Conference Centre on June 02, 2023 in London, England. (Photo by Eamonn M. McCormack/Getty Images for London Blockchain Conference )

Peter Schiff Warns Of STRC ‘Death Spiral’ Could Crash Strategy But CEO Phong Le Clears The Air 

A long-standing critic of Bitcoin, Peter Schiff, highlighted risks that could force higher yields and increase financing costs, like dependence on Bitcoin’s price.

Peter Schiff Warns Of STRC’s ‘Death Spiral’—Phong Le Rebuts ‘Ponzi’ Claims

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 Tysons Corner, VA.

Strategy Inc. - VR PRF PERPETUAL USD 100 - Ser A

Still early innings

Overdone

Consolidation due before next leg up

Memory stocks have surged over the past year - is the run overdone or still early innings?

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Strategy Inc Variable Rate Series A Perpetual Stretch Preferred

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STRCStrategy Inc Variable Rate Series A Perpetual Stretch Preferred