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Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, Tradipitant, Trichostatin, and AQW051. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending as the community celebrates the FDA approval of BYSANTI for schizophrenia and bipolar I disorder, anticipating a significant stock re-rating and potential for a short squeeze. This approval also validates the company's pipeline, particularly Tradipitant for GLP-1 induced nausea, which many believe positions Vanda as a strong takeover candidate.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending due to community bewilderment surrounding its bearish reaction to the Supreme Court's decision to strike down tariffs, a development widely anticipated as a significant positive given the company's prior reported tariff costs, fueling discussions of market manipulation.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group Corp. (DJT) is trending as the Supreme Court's ruling striking down Trump's "emergency" tariffs sparks intense community debate over potential financial repercussions and his defiant, immediate response to impose new, broader tariffs under different authorities.

Okta, Inc. engages in the provision of an identity management platform for enterprises. It operates through the United States and International geographical segments. The firm's products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta is trending amidst strong financial results and a $1 billion share buyback, which are currently battling investor skepticism regarding AI's impact on its long-term growth and the broader cybersecurity sector. The community remains divided, debating whether AI presents a disruptive threat or a significant expansion opportunity for identity security.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Figure Technology Solutions is experiencing extreme volatility and a sharp price decline, igniting a fierce debate among investors. While many bulls view this as a generational buying opportunity for a fundamentally strong leader in blockchain-based lending and real-world asset tokenization, citing strong earnings guidance, a significant portion of the community dismisses it as a "pump and dump" scam, questioning its valuation amidst a broader unraveling of the blockchain RWA narrative ahead of its upcoming earnings report.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

NEAR Protocol is gaining significant traction for its deep integration into the AI sector, including a partnership with NVIDIA, and its robust advancements in cross-chain interoperability with projects like Starknet. The community is actively discussing its "invisible engine" technology, rapid user growth, and strong potential in the anticipated altcoin season.

The GEO Group, Inc. engages in the design, financing, development, and support services for secure facilities, processing centers, and community re-entry facilities. It operates through the following segments: U.S. Secure, Electronic Monitoring and Supervision, Reentry, and International Services. The U.S. Secure Services segment encompasses the United States-based public-private partnership corrections and detention business. The Electronic Monitoring and Supervision Services segment conducts its services in the U.S. The Reentry Services Segment consists of various community-based and reentry services. The International Services segment consists of public-private partnership secure services operations in Australia and South Africa. The company was founded by George C. Zoley in 1984 and is headquartered in Boca Raton, FL.

Geo Group, Inc.

GEO Group is trending following contradictory reports on U.S. Immigration and Customs Enforcement's (ICE) future strategy, with news of reduced private facility reliance sparking a sell-off, clashing with discussions around robust new contracts and significant ICE expansion plans. This divergence has investors deeply split, with many seeing a deep value buying opportunity while others remain cautious of ongoing political headwinds.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike is trending due to market reactions surrounding the release of Anthropic's Claude Code Security tool, which has prompted a re-evaluation of cybersecurity valuations with active community debate on its competitive impact and whether the stock is oversold.

Amarin Corp. Plc is a pharmaceutical company, which focuses on the commercialization and development of therapeutics for cardiovascular health. It focuses on the development and commercialization of Vascepa capsules. The company was founded by Geoffrey William Guy on March 1, 1989 and is headquartered in Dublin, Ireland.

Amarin Corp - ADR

Amarin is trending as community discussion focuses on its strategic exclusion from China's national drug list, aiming to preserve pricing power, while investors keenly await a pending U.S. Supreme Court decision on its patent infringement case. This coincides with anticipated positive financial results and ongoing speculation about a potential acquisition as the company positions for a turnaround.

$SWEAT is the beating heart of the Movement Economy—a groundbreaking token that transforms physical activity into real-world value. Minted through movement, $SWEAT rewards your steps with a crypto asset that you can earn, trade, or grow. The team states that their app has increased their users’ physical activity by an average of 20%, creating a healthier society and reducing burdens on global healthcare systems. With over 20 million holders, SWEAT is eliminating barriers and making Web3 accessible to everyone, one step at a time.

Sweat Economy

Sweat Economy ($SWEAT) is trending as the community debates its long-term potential and core move-to-earn utility, allowing users to earn tokens through physical activity. Despite current low prices and a lack of specific immediate news, many hope for its future recovery, while others remain skeptical about altcoins.

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<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.”

Cryptocurrency

<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. 

<ul class="summary-bullets"><li>On-chain data showed two anonymous whale wallets that had been dormant for five years were reactivated and had accumulated over $100 million in ETH.</li><li>The whale “7 Siblings” continued buying, accumulating over $72 million in ETH over two days.</li><li>Trend Research also deposited more than $120 million in ETH on Binance, likely to sell and repay debt.</li><li>Meanwhile, Ethereum bulls Tom Lee, Jack Yi, and Garrett Jin saw massive losses on Ethereum’s price dip.</li></ul>Ethereum’s (ETH) selloff over the weekend alongside Bitcoin (BTC) weighed heavily on large corporate holders, with Bitmine Immersion Technologies (BMNR) chair Tom Lee facing an estimated $6.8 billion hit, while on-chain data showed crypto whales stepping in to buy the dip.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> fell nearly 6% in the last 24 hours to around $2,200 at the time of writing. On Stocktwits, retail sentiment around the altcoin remained in ‘bearish’ territory, while chatter rose to ‘extremely high’ from ‘high’ levels over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054139_png_f7f54ad0e1.webp" alt="Screenshot 2026-02-02 054139.png" width="1255" height="132"><figcaption>ETH retail sentiment and message volume on February 2 as of 5:35 a.m. ET | Source: Stocktwits</figcaption></figure>The top three Ethereum bulls saw the value of their holdings plummet amid the crypto crash. Bitmine’s Tom Lee is sitting on an unrealized loss of around $6.8 billion, according to LookOnChain&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2018257888696025234?s=20">data</a>, while Trend Research’s Jack Yi is $680 million in the red. Garrett Jin, an early Bitcoin investor, took a loss of nearly $1 billion.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2018257888696025234?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054345_png_7a8c260f0f.webp" alt="Screenshot 2026-02-02 054345.png" width="815" height="683"></a><figcaption>Source: @lookonchain/X</figcaption></figure><a href="https://stocktwits.com/symbol/BMNR/">BMNR’s stock</a> was among the top trending tickers on Stocktwits with retail sentiment in ‘bearish’ territory and chatter at ‘normal’ levels over the past day as the share price fell over 10% in pre-market trade.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054421_png_af0e957007.webp" alt="Screenshot 2026-02-02 054421.png" width="1230" height="132"><figcaption>BMNR retail sentiment and message volume on February 2 as of 5:40 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Dormant Wallets Wake Up To Buy Ethereum’s Dip</h2>Blockchain data from Arkham Intelligence, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2018177160008319395?s=20">flagged</a> by LookOnChain, showed that two anonymous whale wallets that had been dormant for roughly five years reactivated over the weekend. The wallets deposited a combined 44,490 ETH, worth about $98.3 million, into Aave before borrowing roughly $104 million in USDT.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2018177160008319395?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054332_png_a2b82a15f8.webp" alt="Screenshot 2026-02-02 054332.png" width="819" height="836"></a><figcaption>Source: @lookonchain/X</figcaption></figure>The borrowed stablecoins were then used to purchase 45,319 ETH at an average price of $2,295, indicating leveraged accumulation during the downturn rather than profit-taking.<h2 class="st-heading-2">Other Major Whales Add Ethereum Exposure Despite Price Weakness</h2>The whale known as “7 Siblings” also added to its Ethereum position, purchasing an additional 6,820 ETH for about $15 million in USDT, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/OnchainLens/status/2018224308099911968?s=20">data</a> spotted by OnChainLens. Over the past two days, the entity has accumulated 30,959 ETH for a combined $72.2 million, at an average price of roughly $2,332.<figure class="image"><a class="st-link-external" href="https://x.com/OnchainLens/status/2018224308099911968?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054315_png_d4cf7040d5.webp" alt="Screenshot 2026-02-02 054315.png" width="821" height="697"></a></figure>Crypto activity across other whale accounts also suggested continued appetite for Ethereum at current levels. Onchain Lens disclosed that a wallet identified as “0xFB7” purchased another 14,750 ETH, valued at about $33.9 million, alongside 740 cbBTC worth roughly $56.9 million from FalconX and Coinbase (COIN).<figure class="image"><a class="st-link-external" href="https://x.com/OnchainLens/status/2018172931751428513?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054302_png_819b489ee4.webp" alt="Screenshot 2026-02-02 054302.png" width="810" height="909"></a><figcaption>Source: @onchainlens/X</figcaption></figure>Following the purchases, the wallet’s holdings rose to 150,572 ETH, valued at approximately $336.9 million, and 750 cbBTC, valued at approximately $57.1 million.Trend Research was also <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2018206945631760414?s=20">spotted</a> sending 20,000 ETH worth roughly $43.9 million to Binance. In total, Trend deposited 53,588 ETH, valued at about $123.1 million, into the exchange. The transfers appeared tied to selling activity aimed at repaying an outstanding loan.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2018206945631760414?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_054249_png_0bb34b0304.webp" alt="Screenshot 2026-02-02 054249.png" width="825" height="596"></a><figcaption>Source: @lookonchain/X</figcaption></figure><h2 class="st-heading-2">Is Ethereum’s Price Going To Rally?</h2>While many analysts have flagged the weakness in Ethereum, some believe that it may be about to rally. Founder and the chief investment officer at MN Fund, Michael van de Poppe, stated that&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-selloff-hits-ethereum-yet-michael-van-de-poppe-sees-300-upside/cZbgLFUR4jH">Ethereum’s price could rally</a> more than 300% against Bitcoin (BTC) after gold’s recent record high of over $5,500 per troy ounce.Crypto analyst Marc De Mesel also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MarcDeMesel/status/2017939349933830530">stated</a> in a recent analysis that Ethereum is “not done” yet. He forecast that ETH and other altcoins could still have upside, even though this cycle has been disappointing so far.&nbsp;The overall cryptocurrency fell 2.5% in the last 24 hours to $2.67 trillion.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down 1.9%, trading at around $77,200 on Monday morning. On Stocktwits, retail sentiment around the apex cryptocurrency fell to ‘extremely bearish’ from ‘bearish’ territory with chatter at ‘extremely high’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/why-crypto-is-crashing-has-to-do-with-gold-than-binance-or-etfs-raoul-pal/cZbgWOHR4js">Why Crypto Is Crashing Has More To Do With Gold Than Binance Or ETFs, Raoul Pal Says</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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)

Why Is BMNR’s Stock In Focus After Ethereum’s Sharp Selloff? 

BMNR’s stock plummeted over 10% in pre-market trade with the paper value of its holdings dropping $6.8 billion after the weekend crypto flash crash.

BMNR’s Stock Plummets As Tom Lee Faces $6.8 Billion Loss Following Ethereum’s Price Crash – Other Crypto Whales Are Buying The Dip

<ul><li>Cramer’s post followed Strategy executive chairman Michael Saylor, hinting that the firm may announce a big Bitcoin purchase on Monday with a “more orange” post on X.</li><li>Cramer said that while this may show Bitcoin’s price, it may distract traders from the fact that BTC slipped below $80,000, which is usually a bearish signal.</li><li>MSTR is also scheduled to report its fourth-quarter earnings on Thursday, later this week.</li></ul>CNBC’s ‘Mad Money’ host Jimmy Cramer said on Sunday that Michael Saylor-backed Strategy (MSTR) could announce a large Bitcoin (BTC) purchase on Monday to push BTC’s price higher after the weekend crash.&nbsp;His comments come after Saylor hinted that Strategy could be adding to its reserves on Monday with a “more orange” <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2017963281856545191">post</a> on X.<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2017963281856545191" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_01_225012_png_cfc4be401f.webp" alt="Screenshot 2026-02-01 225012.png" width="817" height="539"></a><figcaption>Source: @saylor/X</figcaption></figure>According to Cramer, the recovery in&nbsp;<a href="http://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> would come with the risk of traders perceiving it as a “double bottom” and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2018072143502729619?s=20">ignoring</a> that it already broke below the $80,000 level, which is usually a bearish signal.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/jimcramer/status/2018072143502729619" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_014941_png_ba4078a68a.webp" alt="Screenshot 2026-02-02 014941.png" width="414" height="154"></a><figcaption>Source: @jimcramer/X</figcaption></figure><h2 class="st-heading-2">MSTR Earnings, Short Sellers Add Pressure</h2>Cramer also suggested that short sellers may attempt to pressure the stock and Bitcoin’s price ahead of MSTR’s fourth quarter (Q4) earnings report, scheduled for Thursday. “The usual defenders will come on TV and tell a real good story,” he wrote in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2018072497682252278?s=20">post</a> on X. “But it might not be enough because you can short against the converts.”<figure class="image"><a class="st-link-external" href="https://x.com/jimcramer/status/2018072497682252278" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_014930_png_e3f0bb7fef.webp" alt="Screenshot 2026-02-02 014930.png" width="411" height="152"></a><figcaption>Source: @jimcramer/X</figcaption></figure>Strategy is expected to report revenue of $118 million and earnings before interest, taxes, depreciation, and amortisation (EBITDA) of $10 million, according to Koyfin.&nbsp;<a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> was down 0.27% in&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-bmnr-dominate-retail-chatter-after-bitcoin-weekend-selloff-gme-stock-rallies/cZbgey9R4jl">overnight trade</a>, following a gain of 4.55% on Friday. Retail sentiment around the firm fell to ‘bearish’ from ‘neutral’ over the past day, while chatter remained at ‘high’ levels on Stocktwits.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_013410_png_cfba897934.webp" alt="Screenshot 2026-02-02 013410.png" width="631" height="63"><figcaption>MSTR retail sentiment and message volume on February 2 as of 1:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Bitcoin Is ‘Unreliable’</h2>While Bitcoin is positioned as a “currency,” Cramer&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2018155369873231930?s=20">said</a> the weekend crash was an example of its “unreliability” as an exchange of value on a short-term basis. He compared the market’s fixation on Bitcoin to similar reactions seen in gold and silver with sudden price swings distracting investors from company earnings and fundamentals.He hedged his statements, saying that he owns some amount of Bitcoin himself, even though he did not disclose how much. Cramer first predicted that Bitcoin would rebound to $82,000 by Monday in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2017812808570753400?s=20">post</a> on X on Saturday. “I am always surprised that those have the most to lose by a falling Bitcoin ($80,000 line in the sand) don’t defend it over the weekend,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2017693304960209341?s=20">wrote</a>.On Stocktwits, one user wrote that Monday would likely see people panic-selling MSTR’s stock.<stembedurl>https://www.stocktwits.com/CatRocks/message/643632581</stembedurl>Another said they expect Strategy to announce a Capital 7 liquidation by the end of the week.<stembedurl>https://www.stocktwits.com/hustleexpert/message/643637836</stembedurl>MSTR was among the top trending tickers on Stocktwits at the time of writing as trader debated Saylor’s gamble, open volatility and if a forced sell would be on the cards.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-bmnr-dominate-retail-chatter-after-bitcoin-weekend-selloff-gme-stock-rallies/cZbgey9R4jl">MSTR, BMNR Dominate Retail Chatter After Bitcoin’s Weekend Selloff, While GME Stock Rallies</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Jim Cramer visits the New York Stock Exchange opening bell at New York Stock Exchange on August 3, 2016 in New York City. (Photo by Noam Galai/Getty Images)

Bitcoin Could Bounce On MSTR Buying, But Jim Cramer Warns – Don’t Trust It 

In a post on X, Cramer warned that a MSTR-led rebound in Bitcoin’s price could be mistaken for a “double bottom.”

<ul class="summary-bullets"><li>Shares of Strategy, Bitmine Immersion Technologies, and Gemini were the worst hit among crypto equities – dropping close to 10% each in regular trading.</li><li>MSTR’s stock was among the top trending tickers on Stocktwits, with message volume jumping roughly 160% over the past day.</li><li>BMNR and GEMI also saw sharp increases in chatter, with message volumes rising about 150% and 100%, respectively.</li></ul>Strategy (MSTR), Tom Lee’s Bitmine Immersion Technologies (BMNR) and Gemini (GEMI) crashed on Thursday after Bitcoin (BTC) plummeted to $81,000 for the first time since November, sparking a surge in retail chatter.All three stocks fell nearly 10% in regular trading and continued to dip after hours.&nbsp;<a href="https://stocktwits.com/symbol/GEMI">GEMI’s stock</a> dipped 0.80%, while&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> price edged 0.59% lower, and&nbsp;<a href="https://stocktwits.com/symbol/MSTR/sentiment">MSTR’s stock</a> fell 0.13%.&nbsp;<h2 class="st-heading-2">Stocks Slump, But Retail Chatter Jumps</h2>The Michael Saylor-backed firm was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around MSTR continued to trend in ‘bearish’ territory while chatter rose to ‘high’ from ‘low’ levels over the past day. Platform data showed a 160% jump in message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_30_003546_png_6906e57bfd.webp" alt="Screenshot 2026-01-30 003546.png" width="1237" height="139"><figcaption>MSTR retail sentiment and message volume on January 29 as of 11:55 p.m. ET | Source: Stocktwits</figcaption></figure>Users following the stock were more concerned about Saylor’s well being than the company’s financial status.<stembedurl>https://www.stocktwits.com/TradeOrGoHome/message/643395829</stembedurl><stembedurl>https://www.stocktwits.com/BananaRockSecurities/message/643396707</stembedurl>Similarly, retail sentiment around Bitmine was in the ‘bearish’ zone with a 150% jump in retail chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_30_003559_png_409c7b979f.webp" alt="Screenshot 2026-01-30 003559.png" width="1294" height="702"><figcaption>BMNR retail sentiment on January 29 as of 11:55 p.m. ET | Source: Stocktwits</figcaption></figure>Gemini also witnessed retail sentiment in the ‘bearish’ zone with chatter rising to ‘high’ from ‘low’ levels over the past day with data indicating a 100% jump in message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_30_003608_png_33eeab6b48.webp" alt="Screenshot 2026-01-30 003608.png" width="1243" height="165"><figcaption>GEMI retail sentiment and message volume on January 29 as of 11:55 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why Were Crypto-Linked Equities Dropping?</h2><a href="http://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> dropped by nearly $10,000 in the last 24 hours. The apex cryptocurrency was trading at around $82,100 at the time of writing, recuperating from an intra-day low of $81,000. This is the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-price-crashes-by-nearly-10000-to-1-7-b-liquidation-wave-across-crypto/cmyS3WAR41N">lowest price</a> BTC has seen since late-November last year, when it dipped to around $80,500.&nbsp;While MSTR, BMNR and GEMI bore the heaviest losses, other crypto stocks were also in the red on Thursday.&nbsp;<a href="http://stocktwits.com/symbol/MARA">MARA Holdings (MARA)</a> fell nearly 5% in regular trade, but was seen recuperating after hours as it edged 0.10% higher.&nbsp;<a href="http://stocktwits.com/symbol/COIN">Coinbase Global (COIN)</a> saw a similar dip of around 5% and continued to fall by 0.39% in overnight trading.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-price-crashes-by-nearly-10000-to-1-7-b-liquidation-wave-across-crypto/cmyS3WAR41N">BTC Price Crashes By Nearly $10,000, Triggers $1.7B Liquidation Wave Across Crypto</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)

MSTR, BMNR, GEMI Get Knocked Down Amid Bitcoin Crash As Retail Chatter More Than Doubles

Bitcoin fell to $81,000 for the first time since November, dragging crypto-linked equities lower.

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