SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is experiencing significant market volatility driven by reports of delays in its next-generation AI model, 'Avocado,' which has triggered debates over the company's aggressive infrastructure capital expenditures. While some market participants are expressing skepticism regarding Meta's ability to maintain a technological lead, bullish investors are actively using these price dips to accumulate shares, citing strong fundamental ad revenue and the long-term potential of the company's internal AI chip development.

Trump For President

The $TRUMP token is experiencing extreme volatility and intense social media debate, driven by a speculative promotional event involving potential gala invitations for top holders. Community discussion remains deeply polarized, with supporters highlighting the token's meme-driven momentum while critics aggressively label the project a manipulative grift and an "idiot tax" amidst ongoing geopolitical and political controversies.

Sable Offshore Corp. engages in offshore oil and gas field operations. It focuses on developing the prolific Santa Ynez Unit in federal waters offshore California. The company was founded by James C. Flores on October 16, 2020 and is headquartered in Houston, TX.

Sable Offshore Corp.

Sable Offshore is trending as traders closely monitor high-stakes legal battles and federal intervention involving the restart of the Santa Ynez Unit and associated pipelines. The community is actively debating the potential for a massive short squeeze driven by the company's significant short interest, while weighing the impact of aggressive federal support against persistent regulatory and legal resistance from California.

$RARI is an ERC-20 token that controls the RARI Foundation treasury and governs the Rarible protocol and RARI Chain. The token was issued in 2020 with a max. supply of 25 million $RARI.

Rarible

Rarible is generating conversation among traders due to its low market capitalization and limited circulating supply, fueling speculation about potential for sharp price movements. Community members remain divided, with some actively accumulating in anticipation of an NFT market resurgence while others express frustration over stagnant performance and the need for broader exchange listings.

Movement Network is a secure and scalable blockchain designed to make Move programming accessible to developers everywhere. With high-performance execution and security, Movement delivers the infrastructure for the next generation of decentralized applications and unleashes opportunity and financial empowerment for anyone, anywhere.  $MOVE is the native token of Movement Network, for transaction fees and staking to secure the network. The Movement M1 (Layer 1) Network is powered by the Move programming language, unleashing opportunity, accessibility, and financial empowerment for anyone, anywhere.

MarketMove

MarketMove (MOVE) is trending as traders analyze its role in the U.S. Treasury volatility market alongside its activity as a crypto token with a volatile, low-float structure. The community is actively debating its potential for momentum-driven price swings, with many discussing its speculative nature and comparing it to other recent market runners.

EyePoint Plc is a biopharmaceutical company, which engages in the development and commercialization of therapeutics that treat eye disorders. It offers FDA-approved sustained-release treatments in ophthalmology under the DEXYCU, ILUVIEN, Verisome, Retisert, and Durasert brands. The company was founded in 1987 and is headquartered in Watertown, MA.

EyePoint Inc.

EyePoint Pharmaceuticals Inc

EyePoint Pharmaceuticals is seeing heightened community interest driven by ongoing institutional accumulation and anticipation of upcoming Phase 3 trial data for Duravyu. Traders are actively debating the stock's potential as a dominant player in the retinal disease market, with discussions heavily focused on the competitive landscape against peers like Ocular Therapeutix.

Duos Technologies Group, Inc. designs, develops, deploys, and operates intelligent technology solutions supporting rail, logistics, intermodal and government customers that streamlines operations, improves safety and reduces costs. It offers imaging, safety and security, software, and services. The firm also provides cutting edge solutions that automate the mechanical and security inspection of fast moving trains, trucks and automobiles through a broad range of proprietary hardware, software, information technology and artificial intelligence. The company was founded on May 31, 1994 and is headquartered in Jacksonville, FL.

Duos Technologies Group Inc

Duos Technologies is capturing market attention following the launch of its Edge Data Center business and the execution of a definitive contract to deploy high-density NVIDIA GPU clusters for a major global technology partner. Investors are actively discussing the company's pivot toward high-growth AI infrastructure and modular power solutions, highlighting the potential for significant long-term scalability as the firm leverages its edge computing expertise to address rising hyperscale demand.

Tidal Trust II - YieldMax MSTR Option Income Strategy ETF

YieldMax MSTR Option Income Strategy ETF

MSTY is trending as investors digest a confirmed 1-for-5 reverse stock split and a significant decline in recent dividend payouts, leading to intense debate over the fund's long-term sustainability. The community remains polarized, with some traders actively rotating positions to hedge volatility while others express frustration over severe NAV erosion.

REalloys, Inc. engages in the rebuilding of domestic supply chain resilience for rare earth elements and magnets. It functions through recycling and mining to oxide production, metallization, alloying, and magnet manufacturing. The company was founded on October 4, 2011 and is headquartered in Boca Raton, FL.

REalloys Inc.

REalloys Inc. is facing intense market volatility as investors weigh its recent defense contract wins against concerns over capital dilution from a new equity offering. The community is sharply divided, with bulls pointing to the company's strategic role in domestic rare earth processing, while vocal critics and short-sellers highlight concerns over cash runway and financing structures.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is experiencing intense volatility driven by supply chain disruptions in the Middle East, specifically the closure of Qatar's LNG facilities and instability in the Strait of Hormuz. The community remains deeply divided, with bulls pointing to the company's significant uncontracted capacity and potential for massive windfall profits, while bears cite ongoing arbitration risks and technical short-driven pressure as reasons for caution.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>According to crypto journalist Eleanor Terrett, three sources reported that Coinbase CEO Brian Armstrong visited the White House on Tuesday.</li><li>His reported visit comes after President Donald Truth accused banks of holding the CLARITY Act “hostage” in a post on Truth Social.</li><li>Ripple CEO Brad Garlinghouse said Trump’s call to arms was a “pointed message” to those who were “dragging their feet” on passing the CLARITY Act.&nbsp;</li></ul>Coinbase (COIN) CEO Brian Armstrong reportedly visited the White House on Wednesday after President Donald Trump lashed out at banks for holding the CLARITY Act “hostage.”A group from the cryptocurrency exchange, which included Armstrong, went to the White House, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/EleanorTerrett/status/2029046346590642627?s=20">journalist</a> Eleanor Terrett. It is not confirmed whether the Coinbase CEO met directly with Trump. The report comes after the President said that banks were “<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/trump-says-banks-are-holding-clarity-act-hostage-after-march-deadline/cZd9IFtRI53">undermining</a>” America’s goal to become the “crypto capital of the world” and that moving forward with the CLARITY Act was the next key step.The White House Crypto Council Executive Director, Patrick Witt, had set a deadline of March 1 for both sides of the table, the crypto industry and banks, to finalize a deal that made both sides happy. However, no such agreement has been reached yet.<a href="https://stocktwits.com/symbol/COIN">COIN’s stock</a> fell 1.13% in overnight trade following a dip of 1.55% in the regular session as U.S.-Iran tensions continued to rattle the stock market. Retail sentiment on Stocktwits around the cryptocurrency exchange fell to ‘bearish’ from ‘neutral’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_04_003820_png_602bd5fd59.webp" alt="Screenshot 2026-03-04 003820.png" width="1265" height="673"><figcaption>COIN retail sentiment and message volume on March 4 as of 12:05 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Ripple CEO Brad Garlinghouse Supports Trump’s Push</h2>Ripple (XRP) CEO Brad Garlinghouse said Trump’s call to arms was a “pointed message” to those who were “dragging their feet” on passing the CLARITY Act. “This is, and always has been, about what’s in the best interest of the American people,” he wrote in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/bgarlinghouse/status/2028978245719203901">post</a> on X.<figure class="image"><a class="st-link-external" href="https://x.com/bgarlinghouse/status/2028978245719203901" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_04_005236_png_d0d2f7678e.webp" alt="Screenshot 2026-03-04 005236.png" width="824" height="1030"></a><figcaption>Source: @bgarlinghouse/X</figcaption></figure>However, not everyone agrees. According to Cardano founder Charles Hoskinson, the bill lacks support for developers, shifts the balance of power in favour of the Securities and Exchange Commission (SEC), and could “destroy” the future of the U.S. cryptocurrency industry. He has been a strong advocate against rushing the CLARITY Act, even as Armstrong and Garlinghouse have been&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/usdc-rewards-ban-would-help-coinbase-says-ceo/cZR4VRrR4tV">advocating for quick passage.</a>The overall cryptocurrency market remained flat on Tuesday night, trying to keep above the $2.4 trillion mark.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> edged 0.5% higher in the last 24 hours to around $68,500. On Stocktwits, retail sentiment around the apex cryptocurrency fell to ‘bullish’ from ‘extremely bullish’ territory over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/trump-says-banks-are-holding-clarity-act-hostage-after-march-deadline/cZd9IFtRI53">Trump Says Banks Are Holding CLARITY Act ‘Hostage’ After March 1 Deadline Passes</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Coinbase CEO Brian Armstrong sits silently onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center on December 03, 2025 in New York City. (Photo by Michael M. Santiago/Getty Images)

Coinbase CEO Brian Armstrong Visits White House Amid CLARITY Act Stalemate: Report

While Armstrong was among the group of people from Coinbase who visited the White House, it is not confirmed whether he met with President Donald Trump.

Cryptocurrency

<ul class="summary-bullets"><li>In a post on X, Tom Lee said inflation trends may be softer than anticipated, pointing to the gap between the consumer price index and truflation, which is at a near five-year high.</li><li>He agreed that reported inflation could fall “significantly” over the next six months.</li><li>Falling inflation would raise the odds of an interest rate cut, which has historically led to more capital for riskier assets like Bitcoin and Ethereum.</li><li>Traders are watching for Bitmine’s weekly Ethereum purchase update on Monday, with a user on Stocktwits anticipating the company’s biggest buy since mid-December.</li></ul>Bitmine Immersion Technologies’ (BMNR) Chairman Tom Lee said Sunday night that inflation may be softer than markets anticipate, ahead of the company’s expected Monday update on its latest Ethereum (ETH) purchases.“Underlying inflation trends are far softer than many realize,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/fundstrat/status/2025798723138203948?s=20">wrote</a>, responding to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Garth_Friesen/status/2025205180103348242?s=20">post</a> on X noting that the gap between the consumer price index (CPI) and truflation is near a five-year high. “If the Truflation numbers are a good predictor of where official CPI is heading, reported inflation could fall significantly over the next 6 months,” said the post by ex-hedge fund manager Garth Friesen.<figure class="image"><a class="st-link-external" href="https://x.com/fundstrat/status/2025798723138203948" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_23_021004_png_e61c14b8d0.webp" alt="Screenshot 2026-02-23 021004.png" width="823" height="893"></a><figcaption>Source: @fundstrat/X</figcaption></figure>For Lee, softer inflation would strengthen the case for the Federal Reserve lowering interest rates, which usually directs more capital towards riskier assets like Bitcoin (BTC) and Ethereum (ETH).&nbsp;<h2 class="st-heading-2">U.S. Inflation Cools Down</h2>The comments come after the latest U.S. CPI numbers&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-70k-tease-turns-to-tumble-eth-dumps-below-2k-fed-minutes-on-adar/cZRWevAR4MN">showed</a> that inflation in January was cooler than expected, but still above the Federal Reserve’s 2% target. Headline CPI rose 2.4% year-on-year, while core CPI rose 2.5%. The gap between CPI and truflation currently stands at around -1.5, last seen mid-2023, according to the truflation gauge.&nbsp;<h2 class="st-heading-2">BMNR Stock Falls With Ethereum Slide</h2><a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> was down over 4% in overnight trade on Sunday, struggling to climb back above $20 this month. On Stocktwits, retail sentiment around the Ethereum-backed digital asset treasury (DAT) continued to trend in ‘bearish’ territory over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_23_021120_png_29e5d1958b.webp" alt="Screenshot 2026-02-23 021120.png" width="1221" height="136"><figcaption>BMNR retail sentiment and message volume on February 23 as of 1:30 a.m. ET | Source: Stocktwits</figcaption></figure>The dip in BMNR shares came alongside&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> underperforming Bitcoin and falling 5.2% in the last 24 hours to $1,873. According to Lee, ETH is poised for a sharp rebound, having flagged “perfect bottom” at $1,890. On Stocktwits, retail sentiment around Ethereum trended in ‘extremely bearish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_23_021151_png_2639e70efd.webp" alt="Screenshot 2026-02-23 021151.png" width="1233" height="130"><figcaption>BMNR retail sentiment and message volume on February 23 as of 1:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Bitmine’s Weekly Ethereum Buy On Monday</h2>Traders are anticipating that Bitmine will disclose a new Ethereum purchase on Monday as part of its weekly treasury update. The company has a target to accumulate 5% of Ethereum’s circulating supply. With roughly 4.37 million ETH already in its coffers, it has achieved about 72.3% of that target. The company has continued to buy the dip in Ethereum during the crypto winter this year.&nbsp;One bearish user on Stocktwits said that owning BMNR shares is as bad as accumulating meme coins.<stembedurl>https://www.stocktwits.com/DarkMatter1/message/645578838</stembedurl>A more bullish user anticipated that BMNR is going to announce an Ethereum purchase of around 62,000 tokens on Monday – the highest weekly accumulation since mid-December. They forecast that once the company hits its 5% target, things are likely to turn around.<stembedurl>https://stocktwits.com/Mitch_271/message/645559298</stembedurl>BMNR’s stock is down over 28% this year, while Ethereum’s price has fallen nearly 37%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-slumps-under-65-k-ethereum-underperforms-after-trump-tariff-move/cZRtXW9R4Uj">Bitcoin Slumps Under $65K, Ethereum Underperforms After Trump’s 15% Tariff Announcement</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee, the chairman of BitMine, speaks during the Fan Meetup at World Flagship Space Seoul on September 25, 2025 in Seoul, South Korea. (Photo by Myunggu Han/Getty Images for BitMine)

BMNR’s Tom Lee Points To ‘Softer’ Inflation Trends Ahead Of Weekly ETH Purchase Update

BMNR’s stock tumbled after hours following the dip in Ethereum’s price amid broader weakness in the crypto market after President Trump’s announcement to implement 15% import tariffs.

<ul class="summary-bullets"><li>MSTR’s stock dropped as much as 3.75% in overnight trade, alongside Bitcoin’s drop to below $65,000.</li><li>On Stocktwits, retail sentiment around the Bitcoin proxy fell to ‘bearish’ from ‘neutral’ territory over the past day.&nbsp;</li><li>MSTR’s average cost per Bitcoin stands at $76,000, more than 14% below Bitcoin’s current trading price.</li></ul>Strategy (MSTR) executive chairman Michael Saylor signaled in a cryptic post on X that the company is set to complete its 100th Bitcoin (BTC) purchase on Monday, when it typically discloses its weekly acquisitions.“The Orange Century,” he wrote on the social media platform.&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> was&nbsp;down as much as 3.75%&nbsp;on Sunday night, while retail sentiment around the shares dipped to ‘bearish’ from ‘neutral’ territory over the past day, as per Stocktwits data.<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2025563773784695206" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_22_234338_png_1978b06375.webp" alt="Screenshot 2026-02-22 234338.png" width="514" height="351"></a><figcaption>Source: @saylor/Twitter</figcaption></figure><h2 class="st-heading-2">Bitcoin’s Price Slumps To $65K</h2>MSTR’s stock is known for trading like a proxy for Bitcoin, moving higher and lower alongside the cryptocurrency’s price.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> slipped below $65,000 on Sunday night, down 4.5% in the last 24 hours amid a broader slump in markets after President Donald Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-slumps-under-65-k-ethereum-underperforms-after-trump-tariff-move/cZRtXW9R4Uj">announced</a> that he would be implementing a 15% tariff on all goods coming into the U.S. despite the Supreme Court slashing down his previous import taxes.&nbsp;BTC’s price slipped as low as $64,200 during the sessions before recuperating to around $64,980. On Stocktwits, retail sentiment around the apex cryptocurrency trended in ‘bearish’ territory over the past day on Stocktwits.<h2 class="st-heading-2">MSTR’s Bitcoin Treasury</h2>Strategy has 717,131 BTC in its treasury as of last week, valued at around around $46 million as per Bitcoin’s current price. Investors have been voicing dilution concerns with the cryptocurrency trading below MSTR’s average cost per Bitcoin of over $76,000, which puts its holdings at an unrealized loss of around 14.65%.&nbsp;During the company’s latest quarterly earnings call, CEO Phong Le said MSTR’s balance sheet is robust enough to handle losses even if Bitcoin’s price falls to $8,000. However, critics argue this would still leave the company sitting on tens of billions in losses.&nbsp;<h2 class="st-heading-2">What Is Retail Saying About MSTR Stock?</h2>One user on Stocktwits anticipates that this week will kick off the “next major leg” of the downtrend in MSTR’s stock price.<stembedurl>https://www.stocktwits.com/Samurai0/message/645575862</stembedurl>Another said there was no point in investing in MSTR’s stock when gold is performing better amid the current geopolitical tensions.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Reanimated666/message/645569887">https://www.stocktwits.com/Reanimated666/message/645569887</a>According to ‘The Big Short’ investor Michael Burry, Bitcoin’s price falling to $50,000 could trigger a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/michael-burry-flags-death-spiral-for-mstr-miners-if-bitcoin-price-keeps-falling/cZbSHCsR4ZB">death spiral</a> for companies like Strategy, which are primarily holding Bitcoin on its balance sheet.&nbsp;MSTR’s stock has fallen 15% this year, while Bitcoin’s price is down nearly 26%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-slumps-under-65-k-ethereum-underperforms-after-trump-tariff-move/cZRtXW9R4Uj">Bitcoin Slumps Under $65K, Ethereum Underperforms After Trump’s 15% Tariff Announcement</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Michael Saylor Signals 100th Bitcoin Buy – MSTR Stock Slides With BTC Below $65K

The broader stock and crypto markets were under pressure after President Trump’s announcement of 15% tariffs on all goods coming into the U.S.

<ul class="summary-bullets"><li>CEO Brian Armstrong’s comments come as the odds of the CLARITY Act being signed into law this year on Polymarket rose to 90% from 60%, a day ago.&nbsp;</li><li>Stablecoin rewards remain the central sticking point between banks and crypto firms.</li><li>“I wouldn’t say we blocked it,” said Armstrong following recent accusations that his holdout was delaying advancement of the CLARITY Act.</li></ul>Coinbase (COIN) CEO Brian Armstrong said on Wednesday that the market structure bill for crypto is “making great progress” and he anticipates a “win-win-win” outcome.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/brian_armstrong/status/2024238762021036201">post</a> on X, he that it will be a win for the crypto industry, the banking industry and the consumer. His comments come as the odds of the CLARITY Act being signed into law this year on Polymarket rose to 90% from 60%, a day ago. A third round of talks between the crypto industry and banks is&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/white-house-to-host-crypto-talks-on-thursday-as-clarity-act-deadline-looms/cZR0nzGR4HD">reportedly</a> going to take place on Thursday.<figure class="image"><a class="st-link-external" href="https://x.com/i/status/2024238762021036201" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_18_231640_png_864611713c.webp" alt="Screenshot 2026-02-18 231640.png" width="826" height="805"></a><figcaption>Source: @brian_armstrong/X</figcaption></figure>Armstrong was at the World Liberty Forum in Florida to talk with crypto companies, bank representatives and senators to see if solution on market structures. “I wouldn’t say we blocked it. In fact, nobody, I think in the crypto space has been working harder on this over the last few years to try to get some legislation,” he told CNBC. “What we did say was that the current draft, we had some issues with it.”<h2 class="st-heading-2">Banks And Crypto Clash Over Stablecoin Rewards</h2>The banking committee’s side of the bill was scheduled to be taken up for discussion in the Senate in January. However, disagreement over how stablecoin rewards should function has stalled its advancement. Banks are seeking to close what they view as a loophole left by the GENIUS Act and to ban companies like Coinbase from offering rewards to consumers for holding stablecoins. Meanwhile, the crypto industry has proposed that stablecoin yields should remain available to consumers within decentralized finance (DeFi).The two sides have until the end of the month to reach a resolution, in line with the February-end deadline set by Washington. Armstrong has been one of the most vocal opponents of a ban on stablecoin rewards, arguing that consumers and not companies, are the primary beneficiaries.<h2 class="st-heading-2">Crypto Market’s Stalled Alongside CLARITY Act</h2>While the CLARITY Act has been stalled at Senate, the cryptocurrency market continues to trade rangebound. Bitcoin (BTC) took a hit on Thursday after the minutes from the latest Federal Open Market Committee (FOMC) meeting in January indicated that the Federal Reserve is open to hiking interest rates if inflation remains sticky.<a href="http://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> dipped 1.1% in the last 24 hours to around $66,900, with altcoins taking a bigger hit.&nbsp;<a href="http://stocktwits.com/coins/solana">Solana (SOL)</a> led losses among crypto majors, down more than 4% in the last 24 hours and&nbsp;<a href="http://stocktwits.com/coins/ethereum">Ethereum (ETH)</a> slid back below $2,000, down 0.9% in the last 24 hours, to around $1,975.Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/COIN/">COIN’s stock</a> rose over 1% in overnight trade following a dip of 1.19% in regular trade. On Stocktwits, retail sentiment around the crypto exchange remained in ‘extremely bullish’ territory over the past day, with chatter in ‘extremely high’ territory. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_18_234438_png_3fa387b011.webp" alt="Screenshot 2026-02-18 234438.png" width="1273" height="134"><figcaption>COIN retail sentiment and message volume on February 18 as of 11:30 p.m. ET | Source: Stocktwits</figcaption></figure>One user applauded how much influence Armstrong wields in the crypto sector.<stembedurl>https://www.stocktwits.com/BabyMels/message/645293542</stembedurl>Another expressed confidence ahead of the upcoming White House meeting, saying a third round of talks could finally produce a breakthrough and potentially spark a rally in crypto markets.<stembedurl>https://www.stocktwits.com/MomentumWins/message/645291660</stembedurl>The overall cryptocurrency market fell 1.4% in the last 24 hours to $2.37 trillion.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-falls-to-66k-with-solana-xrp-in-losses-after-fed-minutes-signal-rate-hike/cZRjlOJR4w7">Bitcoin Falls To $66K With Solana, XRP Leading Losses After Fed Minutes Signal Rate Hike</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Coinbase CEO Brian Armstrong speaks onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center on December 03, 2025 in New York City. (Photo by Michael M. Santiago/Getty Images)

Coinbase CEO Predicts ‘Win-Win-Win’ Result – CLARITY Act Approval Odds Climb To 90% On Prediction Markets

In a post on X, Coinbase CEO Brian Armstrong said that the market structure bill is “making great progress.”

<ul class="summary-bullets"><li>Saylor’s comments come after Strategy announced it had bought nearly 2,500 Bitcoin over the past week.</li><li>He pegs his optimistic outlook on Bitcoin and the crypto market on the banking sector supporting the apex cryptocurrency in a much bigger way that four years ago.&nbsp;</li><li>In an interview with Fox News, Saylor said Strategy’s has enough capital to survive the next 50 to 60 years.&nbsp;</li></ul>Strategy (MSTR) executive chairman Michael Saylor said on Tuesday night that Bitcoin (BTC) is winning even amid the current crypto climate after the company announced it had bought more of the apex cryptocurrency.“We may be in the middle of a crypto winter, but spring is coming — and Bitcoin is winning,” Saylor said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2023871451049455743">post</a> on X. His company bought another 2,486 BTC over the past week for around $168.4 million. MSTR’s total Bitcoin holdings now stand at 717,131 Bitcoin after spending nearly $55 billion on purchases.<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2023871451049455743" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_18_013815_png_eca371991a.webp" alt="Screenshot 2026-02-18 013815.png" width="822" height="690"></a><figcaption>Source: @michaelsaylor/X</figcaption></figure><h2 class="st-heading-2">Bitcoin Will Have A ‘Glorious Summer’</h2>In an interview with Fox News Saylor acknowledged that the market is in a crypto winter, it’s much milder than its previous iterations and he expects this one to be shorter than the others. “It's going to be followed by a spring and then a glorious summer,” he said.He pegs his optimistic outlook on Bitcoin and the crypto market on the banking sector supporting the apex cryptocurrency in a much bigger way that four years ago. “We've got the formation of digital credit networks, banking credit networks. We've got the support of the administration. We've got a Bitcoin president. We've got 12 Cabinet members that are pro digital assets and pro innovation,” he said listing out the reasons.<h2 class="st-heading-2">MSTR’s Bitcoin Has Gotten Expensive</h2>Strategy’s average acquisition price for its Bitcoin currently stands at around 76,000, considerable higher than Bitcoin’s current trading range under the $70,000 mark.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at around $67,700 on Tuesday night, down around 1% in the last 24 hours.&nbsp;However, according to Saylor, as he’s reiterated multiple times before, this is not a concern for Strategy because it bought most of its Bitcoin with equity, not debt. “So if we did buy the Bitcoin a little bit higher than the current level, we sold equity that it was a massive premium to the Bitcoin at the time that we bought it,” he explained. “So the company's balance sheets of fortress were fairly indestructible.”Saylor added that even if Strategy cannot add Bitcoin every week, the company intends to continue accumulating at least once per quarter. He said the company holds roughly $2.25 billion in cash and described its Bitcoin reserves as equivalent to decades of dividend capacity, arguing that the firm has sufficient capital resources for the next 50 to 60 years.<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> is currently over 70% below its 52-week high. The shares edged 0.68% lower in overnight trade following a dip of 3.89% in the regular session. On Stocktwits, retail sentiment around the Bitcoin proxy improved to ‘neutral’ from ‘bearish’ a day ago.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/dogecoin-ethereum-outpace-bitcoin-while-crypto-market-slips/cZR0WisR4HL">Dogecoin, Ethereum Outpace Bitcoin While Crypto Market Slips Below $2.4 Trillion</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael J. Saylor attends BTC, ETH and WLD are Friends on September 16, 2025 in Washington, DC. (Photo by Tasos Katopodis/Getty Images)

MSTR's Michael Saylor Says ‘Bitcoin Is Winning’ Amid Crypto Winter, Sees ‘Glorious Summer’ Ahead

“We may be in the middle of a crypto winter, but spring is coming — and Bitcoin is winning,” Saylor said in a post on X.

<ul class="summary-bullets"><li>The company’s total revenue in the second quarter of $184.7 million missed analysts’ on average expectation of a revenue of $226.9 million.</li><li>The company said in an analyst call that data center demand is going to continue to compound.&nbsp;</li><li>The company said its second-quarter (Q2) results reflected continued progress in the transition from Bitcoin mining to AI Cloud.</li></ul>IREN Ltd. (<a href="https://stocktwits.com/symbol/IREN">IREN</a>) stock slumped after-hours on Thursday after it swung to net loss in the second quarter.&nbsp;“Last quarter marked meaningful progress across capacity expansion, customer engagement, and capital formation, reflecting IREN’s progress as a scaled AI Cloud platform,” said Daniel Roberts, Co-Founder and Co-CEO of IREN.At the time of writing, the stock dived 22% after hours.&nbsp;<h2 class="st-heading-2">Q2 Earnings</h2>The company said its total revenue in the second quarter decreased to $184.7 million compared to $240.3 million it reported in the prior quarter. Analysts on average expected a revenue of $226.9 million.&nbsp;The company posted a net loss of $155.4 million during the second quarter compared to a net profit after income tax of $18.9 million in the prior year quarter.&nbsp;The company said its second-quarter (Q2) results reflected continued progress in the transition from Bitcoin mining to AI Cloud, with capacity increasingly allocated to higher-value AI workloads and AI Cloud revenues accelerating as deployments ramped.<h2 class="st-heading-2">Strong Data Center Demand</h2>The company said in an analyst call that data center demand is going to continue to compound.&nbsp;The company earlier had secured a $3.6bn GPU financing for its Microsoft contract.&nbsp;“We are seeing the strongest demand environment to date, and importantly, that demand is being met by a proven execution capability. Over several years, we have consistently delivered data center capacity on time and at scale, and that delivery track record continues to resonate with customers who value reliability alongside performance,” Roberts added.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around IREN trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One user said that they were disappointed by the company and management after the results.<a href="https://stocktwits.com/Smashit74/message/644209084">https://stocktwits.com/Smashit74/message/644209084</a>One bearish user said that the stock price will again go under $10.&nbsp;<a href="https://stocktwits.com/aba75/message/644208327">https://stocktwits.com/aba75/message/644208327</a>Another user said that IREN losses in the quarter were just due to Bitcoin and transitions to AI data growth.<a href="https://stocktwits.com/SkinnyDipping/message/644204169">https://stocktwits.com/SkinnyDipping/message/644204169</a>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/why-is-coin-stock-down-today/cZbZWG7R4Vz">Why is COIN Stock Falling More Than 8% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the IREN Limited logo is seen displayed on a smartphone screen. 

IREN Stock Is Tanking More Than 22% After Hours – What’s Driving The Selloff?

The company posted a net loss of $155.4 million during the second quarter 2026 compared to a profit of $384.6 million it reported in the first quarter.

Equity

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

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

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

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

<ul class="summary-bullets"><li>It is expected to post a wider loss of $0.10 per share, compared to a loss of $0.08 per share from the same quarter, year-ago.&nbsp;</li><li>The weakness in bitcoin has been weighing on companies like IREN who provide services in the cryptocurrency sector.&nbsp;</li><li>Retail sentiment around IREN trended in ‘bullish’ amid ‘high’ message volume on Stocktwits.&nbsp;</li></ul>IREN stock nosedived 14% on Wednesday as investors await its second quarter earnings.&nbsp;The stock has caught retail’s attention as they call the stock move a ‘<a href="https://stocktwits.com/Boomer52/message/643965249">manipulation in the market</a>’ and expects a pullback before earnings are reported.&nbsp;&nbsp;<h2 class="st-heading-2">Q2 Preview</h2>The company is expected to post a revenue of $227.33 million, more than 100% jump from a year-ago quarter, according to data from Stocktwits.&nbsp;It is expected to post a wider loss of $0.10 per share, compared to a loss of $0.08 per share from the same quarter, year-ago.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around IREN trended in ‘bullish’ amid ‘high’ message volume on Stocktwits.&nbsp;One user said that every single earnings report of IREN for the last 2 years there has been a run up before earnings. This will be the first time there is no run up if the price doesn't recover, they noted.&nbsp;<stembedurl>https://stocktwits.com/undefeatedchamp/message/643957531</stembedurl>One bullish user said that IREN stock is caught in the “scam of ‘AI is a bubble’ again”<stembedurl>https://stocktwits.com/Greensuits/message/643966854</stembedurl>Another user said that stock is down as it is following bitcoin.<stembedurl>https://stocktwits.com/locallab/message/643965464</stembedurl><h2 class="st-heading-2">Bitcoin Weakness</h2>The weakness in bitcoin has been weighing on companies like IREN which provides services in the cryptocurrency sector.&nbsp;At the time of writing Bitcoin’s price fell 3.2% to $73,801 levels, after recovering earlier in the day as it continues to fall as investors steer clear of riskier assets. The rout has worsened since Trump announced Kevin Warsh as the nominee to become next federal Reserve chair.&nbsp;The cryptocurrency has been struggling to break above the $80,000 mark after the weekend flash crash and is currently almost 40% below its record high of over $126,000 seen in October last year.&nbsp;Shares in IREN have rallied 325% over the past 12 months.&nbsp;

IREN Stock Dives 14% Today Ahead Of Q2 Earnings As Retail Calls The Move ‘Market Manipulation’ – What Are Analysts Expecting?

The company is expected to post a revenue of $227.33 million, a more than 100% jump from a year-ago quarter, according to data from Stocktwits.

<ul class="summary-bullets"><li>‘The Big Short’ investor blamed Bitcoin’s slide for the fall in precious metals this week.</li><li>If Bitcoin were to slide toward $50,000, he said mining firms would struggle to remain solvent.</li><li>Burry also questioned Bitcoin’s ability to find support without any “organic use case.”</li></ul>Michael Burry, known for calling the U.S. housing market crisis ahead of the 2008 financial crash, warned that if Bitcoin’s (BTC) price fell any further, it could trigger a “death spiral” for companies like Strategy (MSTR) with crypto on their balance sheets.“Sickening scenarios have now come within reach,” Burry wrote in a Substack post&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-03/michael-burry-warns-of-cascading-effects-from-bitcoin-plunge">cited</a> by Bloomberg, stating that if Bitcoin’s price fell another 10%, Michael Saylor’s Strategy would be billions in the red and “find capital markets essentially closed.” Any drop bigger than 10% would push Bitcoin miners like MARA Holdings (MARA) and Riot Platforms (RIOT) towards bankruptcy.<h2 class="st-heading-2">MSTR Stock Plummets Ahead Of Earnings Amid Bitcoin’s Slide</h2>Burry’s comments come as&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> fell 1.47% in overnight trade following a decline of 4.56% in the regular session. The shares have fallen to lows not seen since September 2024 amid Bitcoin’s downtrend this year, shedding 18% of their value this month alone. Retail sentiment around the Bitcoin proxy fell to ‘bearish’ from ‘neutral’ territory over the past day, while chatter remained at ‘high’ levels.&nbsp;The company is scheduled to report its fourth quarter (Q4) earnings after the bell on Thursday, with Wall Street expecting a loss of $0.08 per share on revenue of $119.12 million, as per platform data.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_04_042217_png_a1ff9f6e29.webp" alt="Screenshot 2026-02-04 042217.png" width="1247" height="138"><figcaption>MSTR retail sentiment and message volume on February 4 as of 4:00 a.m. ET | Source: Stocktwits</figcaption></figure>Users on the platform echoed Burry's bearish take on Strategy's future, anticipating the stock to fall further amid Bitcoin's slide.<stembedurl>https://www.stocktwits.com/Slippery_Steve/message/643855056U</stembedurl><stembedurl>https://www.stocktwits.com/Wallstreetbman/message/643854932</stembedurl><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> fell 3.2% in the last 24 hours to around $76,300, recovering from an intra-day low of $73,100. According to Burry’s hypothesis, MSTR will be in trouble once Bitcoin’s price falls under $70,000.The cryptocurrency has been struggling to break above the $80,000 mark after the weekend flash crash and is currently almost 40% below its record high of over $126,000 seen in October last year. On Stocktwits, retail sentiment around BTC fell to ‘extremely bearish’ from ‘bearish’ territory over the past day, accompanied by ‘extremely high’ levels of chatter.<h2 class="st-heading-2">There’s Nothing To Stop Bitcoin’s Drop</h2>Adding to his bearish commentary, Burry said that there is no “organic use case” to help cushion Bitcoin’s fall. He noted that the apex cryptocurrency has not responded to its usual catalysts like weakness in the dollar or heightened geopolitical risks, which saw gold and silver rally while Bitcoin plunged alongside the stock market.The cryptocurrency may be on corporate balance sheets and seen a boost from the influx of exchange-traded funds (ETFs), but Burry contends those moves won’t be enough to uplift Bitcoin’s price – or prevent the losses that follow from it dipping lower. “There’s nothing permanent about treasury assets,” he wrote. He even blamed ETFs for adding fuel to the fire and making Bitcoin more speculative than before.<h2 class="st-heading-2">Miners, ETFs And Spillover Risks</h2>Burry warned that continued weakness could spill into broader markets. “It looks like up to $1 billion in precious metals were liquidated at the month’s very end as a result of falling crypto prices,” Burry wrote.&nbsp;If Bitcoin were to slide toward $50,000, he said mining firms would struggle to remain solvent, while “tokenized metals futures would collapse into a black hole with no buyer.”&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/glxy-stock-tumbes-ceo-mike-novogratz-says-bitcoin-bottom-is-like-porn/cZbSMl0R4Z7">GLXY Stock Isn’t Done Tumbling, But CEO Mike Novogratz Says Bitcoin Bottom Is Like Porn: ‘You Know It When You See It’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Michael Burry attends "The Big Short" New York screening Ziegfeld Theater on November 23, 2015 in New York City. 

Michael Burry Flags Risk Of ‘Death Spiral’ For MSTR, Miners If Bitcoin’s Price Keeps Falling: Report

In a Substack post, Burry said another 10% drop in Bitcoin’s price could leave Strategy billions underwater and restrict its access to capital markets.

‘The Big Short’ Investor Michael Burry Warns Bitcoin Drop Could Trigger ‘Death Spiral’ For MSTR, Miners: Report

<ul class="summary-bullets"><li>The company reported a higher loss per share and revenue below expectations in its fourth-quarter results.&nbsp;</li><li>The shares fell 16.87% on Tuesday, posting their steepest one-day drop in nearly 20 months.</li><li>CEO Mike Novogratz said the recent pullback in crypto stems from early Bitcoin investors taking more profit than the market anticipated.</li></ul>Shares of Galaxy Digital (GLXY) were on track to fall for a second straight session on Wednesday after posting their steepest one-day drop in nearly 20 months.<a href="https://stocktwits.com/symbol/GLXY/">GLXY’s stock</a> fell 16.87% on Tuesday after the company missed earnings and revenue expectations in its fourth quarter (Q4) earnings. This is the biggest hit it has taken since April 2024, according to Koyfin data.The company posted a loss of $1.08 per share, compared with expectations for a $0.92 loss. Revenue came in at $10.26 billion, lower than the anticipated $12.14 billion by Wall Street.&nbsp;After hours, the shares edged 0.41% lower. However, retail sentiment around the company on Stocktwits flipped to ‘neutral’ from ‘bearish’ territory over the past day as chatter surged to ‘extremely high’ from ‘normal’ levels, with platform data showing a jump of nearly 268% in message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_04_025913_png_1d7d409aa7.webp" alt="Screenshot 2026-02-04 025913.png" width="1253" height="143"><figcaption>GLXY retail sentiment and message volume on February 4 as of 2:00 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Crypto Market Bottom Is Like ‘Pornography’</h2>“It feels pretty chill right now,” CEO Mike Novogratz said on the earnings call, addressing investor concerns about a potential crypto winter. According to him, Bitcoin (BTC) is closer to the bottom than it was at the beginning of a bear market. Novogratz stopped short of calling an exact bottom, invoking Supreme Court Justice Potter Stewart’s definition of hard-core pornography.&nbsp; “You don’t necessarily have to pick the bottom… but you’ve got a sense of when it turns,” he said. “Like pornography, you know it when you see it.”<h2 class="st-heading-2">Profit-Taking Weighs On Bitcoin Prices</h2>Novogratz postulated that the recent weakness in the crypto market, which recently drove&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> down to November&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-slide-below-74-000-triggers-700-million-liquidation-wave/cZbSFpoR4my">lows</a>, is because diamond hands – investors who have been holding Bitcoin since the early days – are taking more profit than was anticipated by the market. “We had one customer alone who sold $9 billion worth,” he said, adding that it will probably be a while before these “big chunky positions” work their way through the market.GLXY’s stock has fallen more than 3% so far this year but has recorded a gain of nearly 23% over the past 12 months. The shares&nbsp;have also been weighed down by weakness in the broader crypto market. Bitcoin’s price was trading at around $76,500 on Tuesday night, down 2.9% in the last 24 hours.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-ark-invest-adds-coin-bmnr-hood-in-second-day-of-dip-buying/cZbSnWdR4mx">Cathie Wood’s Ark Invest Adds More Robinhood, Coinbase, Bitmine Shares In Crypto Dip Buying Spree</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Mike Novogratz, CEO of Galaxy Investment Partners, smiles as he speaks during the Bitcoin 2022 Conference at Miami Beach Convention Center on April 8, 2022 in Miami, Florida. (Photo by Marco Bello/Getty Images)

GLXY Stock Isn’t Done Tumbling, But CEO Mike Novogratz Says Bitcoin Bottom Is Like Porn: ‘You Know It When You See It’

According to him, Bitcoin’s price is closer to the bottom than it was at the beginning of a bear market. 

ULTY
YieldMax Ultra Option Income Strategy ETF

Feed

News

Sentiment

Fundamentals

Info

Poll

Latest ULTY News

ULTYYieldMax Ultra Option Income Strategy ETF