$MSTR Catalyst Posts
November 12, 2025Single-day social intelligence recap and verified catalyst posts · ← Back to $MSTR Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
74 source posts analyzed· 2025-11-12T13:04:28+00:00Yesterday I outlined how Digital Capital $BTC, Digital Treasuries $MSTR, and Digital Credit $STRC are reshaping the global capital markets.
· 2025-11-12T16:42:20+00:00$MSTR is in a clear bear market structure now. Down -35% over 12 months and DAT's out of demand/money, all while we're in a bull market! This is a proxy for Bitcoin speculative demand and certainly not a good sign for this phase of the 4yr Cycle. This is the concern for
▶ Video Content SummarySample video description 36
· 2025-11-12T04:20:31+00:00$MSTR winner takes all
· 2025-11-12T15:28:21+00:00Historic moment: MSTR's stock market cap has fallen below the value of its BTC holdings. Next stop in the bear market, trading below net assets! Final fantasy in the bull market, institutions close shorts gamma squeeze!
▶ Video Content SummarySample video description 30
· 2025-11-12T18:29:14+00:00MSTR mNAV compression looks eerily similar to the end of last cycle. Is this not a concern for bulls? Genuinely curious for an optimistic view regarding the state of DATs.
· 2025-11-12T17:07:29+00:00MSTR mNAV JUST DROPPED BELOW 1 ~ 0.97 At 10:56 AM EST, Nov 12, 2025, MicroStrategy’s market cap is $63.2B while its 641,692 BTC are worth $65.1B at $101,531/BTC (per CoinMarketCap). That means you’re buying Bitcoin at a 3% discount through MSTR shares ~ a rare event for
· 2025-11-12T18:54:30+00:00The biggest question in finance right now: How much more $STRC can $MSTR sell? My absurdly aggressive backtest speaks for itself. The strategy thrives in Bitcoin’s past. Imagine it in a calmer future. Read the assumptions. Twice. Unreal. (𝘚𝘪𝘮𝘶𝘭𝘢𝘵𝘦𝘥 𝘳𝘦𝘴𝘶𝘭𝘵𝘴.
▶ Video Content SummarySample video description 20
· 2025-11-12T00:19:02+00:00Strategy tracking day 427 $MSTR now ranked 160th largest US company by market cap. Fell 5 companies today. General Motor, Cummins, Motorola & Gallagher have entered the chat. The biggest markets are the capital & credit markets. Strategy is a Digital Capital & Digital Credit
· 2025-11-12T19:41:27+00:00I'm not going to beat around the bush here. Let's talk about $MSTR. Is it done? Has it topped? What did I do with my small $MSTR position? I'm going to try to be as objective and as honest as possible on this 24 minute video to be released at 4 PM EST.
▶ Video Content SummarySample video description 39
· 2025-11-12T10:51:39+00:00JUST IN: $15 billion investment bank TD Cowen says Strategy $MSTR will buy 6,720 more #Bitcoin following it's $719 million raise from new euro-denominated perpetual preferred stock Stream (STRE).
▶ Video Content SummarySample video description 25
· 2025-11-12T21:00:01+00:00Is $MSTR done? Should one consider rotating out from $MSTR to #Ethereum or other plays? Here's a video with my honest thoughts, as I try to be as objective as I can in discussing a stock that's been down straight for 4 months in a row.
▶ Video Content SummarySample video description 27
· 2025-11-12T21:21:20+00:00The amount of BTC @Strategy and team will begin to acquire is going to get scary. I don’t think anyone fully realizes what is about to happen. $MSTR has been getting pummeled lately but try to focus on the long term. In 3-5 years you will not remember this time especially as BTC
· 2025-11-12T19:38:01+00:00-MSTR mNAV has been falling for a year -BTC hasn't been able to make a meaningful new high since July -Alts are destroyed -ETH had 5% of its supply bought by one entity and barely made a new high We've been in a bear, the question is how much longer/will we be starting a new
· 2025-11-12T18:55:29+00:00$MSTR investors for the last 12 months:
· 2025-11-12T20:00:51+00:00Update: I'm now down $9,200 What went wrong? $MSTR
· 2025-11-12T22:47:34+00:00$MSTR 4hr chart and 1 minute video Thanks @cantonmeow for the extended version.
▶ Video Content SummarySample video description 26
· 2025-11-12T16:41:52+00:00"Bro $MSTR is cooked. The stock is down and Saylor can't even pay the dividend on the prefs. He will be liquidated when BTC hits $74K"
· 2025-11-12T12:10:00+00:00$BTC has been following $MSTR since 2020 with a few months' lag. In Q3, MicroStrategy went below its weekly 50-SMA and hasn't reclaimed it. Last week, Bitcoin went below this level and is now sitting above it. If history is anything to go by, Bitcoin could lose this weekly
▶ Video Content SummarySample video description 36
· 2025-11-12T04:57:34+00:00What happens to Bitcoin when $MSTR falls another 60%? Asking for a friend.
· 2025-11-12T23:46:45+00:00Strategy tracking day 428 $MSTR now ranked 168th largest US company by market cap. Fell 8 companies today. No joke, Colgate-Palmolive (the company that sells toothpaste, soap and cleaning supplies) is valued within $1.2 Billion of $MSTR. $MSTR has 12x more Bitcoin than the next
· 2025-11-12T17:53:58+00:00Those days aren't looking good for DAT either. As of now, the total value of $BTC held by $MSTR is 65.45 billion USD, but MSTR's market cap is only 63.96 billion USD. mNAV is already underwater, but there's still no sense of market enthusiasm. It's not like it's exploding, but it
· 2025-11-12T18:36:39+00:00$MSTR’s sell off generally coincides with the launch of $STRC. The market is longing $STRC, shorting $MSTR. This trade continues until $MSTR trades below 1X mNAV. Once it does, @saylor will announce that he’s using pref proceeds to buy $MSTR stock (further increasing
▶ Video Content SummarySample video description 21
· 2025-11-12T14:39:52+00:00$MSTR GOD CANDLES ARE LOADING
· 2025-11-12T16:30:00+00:00Top 10 Must-Own Stocks Poised to Outperform Into 2026 (3-Month Targets) 1. $HOOD 135 → 200 2. $MSTR 235 → 400 3. $SOFI 30 → 40 4. $TSLA 440 → 550 5. $ASTS 68 → 100 6. $HIMS 40 → 65 7. $RKLB 56 → 80 8. $BMNR 40 → 60 9. $SOUN 14 → 25 10. $OSCR 15 → 23 Don’t wait — get
▶ Video Content SummarySample video description 27
· 2025-11-12T00:46:13+00:00We buy digital capital, To build a digital treasury, That issues digital credit. $MSTR
▶ Video Content SummarySample video description 36
· 2025-11-12T09:34:46+00:00NEW CLIP: Michael Saylor at Cantor "We are really financial engineers. We are a structured finance company." $BTC $MSTR
▶ Video Content SummarySample video description 36
· 2025-11-12T04:37:24+00:00Everyone is so sure that MSTR is cooked. It’s all I see. I remember when so many bulls had raging irresponsibly long boners for MSTR and now they’ve completely disappeared and are maybe soon regrettably short. Time will tell, I’m sitting long spot, happy, moisturized, in my lane.
▶ Video Content SummarySample video description 27
· 2025-11-12T22:46:27+00:00$MSTR was king. People were rotating from miners into it. Then many miners took of, maybe just not your miner; and $MSTR dropped 4 months straight. Now people are saying that the 4 year cycle's over and to get ready for a bear market that's already here.
· 2025-11-12T18:10:32+00:00Full disclosure: I'm LONG $MSTR
· 2025-11-12T17:40:21+00:00BREAKING: MSTR's market cap has fallen BELOW the value of the Bitcoin it holds. Today, After the US stock market opened, Strategy's stock price has been falling continuously, with its market capitalization dropping to approximately $64.4 billion—falling below the value of the
· 2025-11-12T19:04:55+00:00MicroStrategy's MSTR has broken below 1, and Bitcoin will punish everyone who got rich quick by sheer luck. This statement will slowly come true over the next year.
▶ Video Content SummarySample video description 18
· 2025-11-12T16:13:43+00:00$MSTR: A nice look at the last 12 Weeks of Trading volume for $STRK | $STRF | $STRD | $STRC in Dollar amounts calculated by the implied VWAP (Volume Weighted Average Price) of each period. Projecting this forward, there's potentially Billions that can go towards $BTC purchases,
▶ Video Content SummarySample video description 33
· 2025-11-12T16:11:25+00:00$MSTR if you liked it $400, you're gonna love it at $225 @BitcoinPowerLaw
▶ Video Content SummarySample video description 31
· 2025-11-12T13:36:16+00:00MSTR valuation has compressed to its NAV, with monthly buying less than $100 million (compared to last year when he was buying $1 billion plus a month) Hyperliquid
▶ Video Content SummarySample video description 4
· 2025-11-12T11:15:40+00:00how I sleep knowing I’m 100% long BTC/MSTR
▶ Video Content SummarySample video description 25
· 2025-11-12T14:12:54+00:00$MSTR: Always a good day for a Saylor keynote.
· 2025-11-12T23:37:55+00:00$MSTR it’s literally the same chart.. only thing i’m bearish on besides $BTC.D
· 2025-11-12T16:34:09+00:00“So you have a banking establishment that values Bitcoin as 0 but you have the marketplace that thinks it's worth $70 billion.” - Michael @Saylor The current credit rating is the opportunity to attack trillions of dollars in TAM. $STRC $STRE $STRF $STRK $STRD $MSTR
· 2025-11-12T17:36:41+00:00Almost none of the people who are bearish on Strategy were so when MSTR was making all-time highs last November. Their opinions follow the performance of the share price. This is the easiest thing in the world to do. They are making so much noise on X because they are trading,
· 2025-11-12T15:38:04+00:00$MSTR down-only for 4 months is an impressive feat of financial engineering. The persistence of selling has been a marvel. Bravo shorts. How much lower are you brave enough to push it?
▶ Video Content SummarySample video description 24
· 2025-11-12T18:27:55+00:000.98 mNAV for $MSTR now (lowest I’ve posted) when calculated in basic shares… 1.21 for diluted. While I think we still have some downside left… The upside vs downside is absolutely insane.
▶ Video Content SummarySample video description 21
· 2025-11-12T15:10:53+00:00The $STRC ATM adds to BTC/share with limited dilution to common shareholders. $MSTR mNAV is going higher.
▶ Video Content SummarySample video description 26
· 2025-11-12T21:58:47+00:00Buying $MSTR now is significantly less risky than it was 6 months ago. Price matters. If you have any conviction, you should be extremely happy with what we're starting to see with $STRC. The preferreds seem to be coming online. Get bullish people.
▶ Video Content SummarySample video description 29
· 2025-11-12T18:46:02+00:00MSTR can stay solvent longer than the market can stay irrational.
▶ Video Content SummarySample video description 34
· 2025-11-12T22:34:23+00:001/ $MSTR volatility is about to spike MSTR's $604 million convertible bond just fell out of the money, and its $800 million convertible is approaching its conversion price if these bonds expire out of the money, MSTR will have to use cash to repay, forcing them to either raise
▶ Video Content SummarySample video description 22
· 2025-11-12T19:36:23+00:00Here's the new global wealth chart inspired by @Croesus_BTC @saylor is going after all of these markets. FX is $2,400T traded per year, which I reduced to 10% to $240T as base margin. BULLISH $STRF, $STRE, $STRC, $STRK, $SRD, $MSTR @hillery_dan
· 2025-11-12T16:28:51+00:00Don't let anyone tell you that $MSTR BTC/share doesn't matter.
▶ Video Content SummarySample video description 35
· 2025-11-12T15:18:26+00:00$MSTR runs like a well oiled machine.
· 2025-11-12T19:58:40+00:00You should NOT be giving away your $BMNR shares to big corporations They are actively buying and stashing it away on their balance sheet You will regret it HAVE SOME CONVICTION $BMNR $ETH $BTC $MSTR - John
▶ Video Content SummarySample video description 22
· 2025-11-12T22:49:22+00:00The guy that convinces you to buy $MSTR at $450 then tells you to buy the dip when you’re down 50% and Microstrategy is collapsing
▶ Video Content SummarySample video description 6
· 2025-11-12T22:00:09+00:00$MSTR Weekly Update! Price flipped support into resistance, now testing key S1 at $180.15. RSI & SRSI both bearish, will it hold or break? Get free bonus videos & market updates cryptocrewuniversity.com/x #MSTR #Stocks #Trading
▶ Video Content SummarySample video description 5
· 2025-11-12T14:48:05+00:00$STRC is a turbocharged BTC/share growth engine for $MSTR. This is not priced in.
· 2025-11-12T21:05:35+00:00Strategy $MSTR chairman Michael Saylor says, "We want to change the monetary system."
▶ Video Content SummarySample video description 29
· 2025-11-12T23:35:05+00:00MicroStrategy MSTR is done for, bound to die by 2026 I watched him build the red mansion, I watched him host the banquet guests, I watched his building collapse
· 2025-11-12T10:45:31+00:00The BTC extremity was perfectly timed with MSTR double top. I think once MSTR bottoms the BTC move will begin possibly December 25 or Q1 2026.
· 2025-11-12T21:56:57+00:00Why is everyone in the crypto circle saying that MSTR's net value has dropped below 1? The mNAV is clearly still at 1.2, there's still room, right? mNAV should be calculated using enterprise value, you have to add back those 8 billion in debt of his
▶ Video Content SummarySample video description 2
· 2025-11-12T19:35:58+00:00微策略进入负溢价状态… 虽然不敢这么操作，但其实每次MSTR负溢价时，对冲做多mNAV最终都有的赚… 唯一的风险是微策略暴雷，目前这个概率主观来看不到5%吧？
· 2025-11-12T13:40:59+00:00HOLY MOTHER OF CHRIST GOD CANDLES ARE LOADING AREN'T THEY ARE YOU BULLISH ENOUGH??? $BTC $MSTR
▶ Video Content SummarySample video description 23
· 2025-11-12T10:47:53+00:00MSTR below 200 is a buy imo
▶ Video Content SummarySample video description 32
· 2025-11-12T18:25:55+00:00I wish I made the rules, folks. $MSTY $MSTR $ULTY
▶ Video Content SummarySample video description 13
· 2025-11-12T19:39:51+00:00"Nobody wants MSTR's preferreds." This is a common complaint that I hear daily. This slide de-bunks that for you. (Hint: They were able to IPO and issue $7.6 Billion in preferreds in less than a year). "But Peter, they are only able to do this by issuing them at a discount."
▶ Video Content SummarySample video description 27
· 2025-11-12T01:17:43+00:00Leveraged bulls like MSTR have always been the true enemies of genuine bulls; they are the root cause of creating systemic bombs. Greedily snatching up the ordinary people's big pie. If BTC falls and stays in a prolonged sideways trend, MSTR's debt pressure will force it to sell
· 2025-11-12T20:35:13+00:00$MSTR
· 2025-11-12T18:44:19+00:00$MSTR is in a clear bear market structure now. Down -35% over 12 months and DAT's out of demand/money, all while we're in a bull market! This is a proxy for Bitcoin speculative demand and certainly not a good sign for this phase of the 4yr Cycle. This is the concern for
▶ Video Content SummarySample video description 21
· 2025-11-12T22:56:31+00:00$MSTR ’s mNAV approaching 1 is revealing something important about how the market is thinking right now. For context, mNAV compares @MicroStrategy ’s market capitalization with the market value of its Bitcoin holdings. When that ratio nears 1, it shows that investors are no
▶ Video Content SummarySample video description 11
· 2025-11-12T17:08:36+00:00Adrian's MSTR analysis is the intellectual equivalent of the 73 HR season
· 2025-11-12T17:50:13+00:00There’s gonna come a time, probably in the next few months to six months, when people will figure out what’s happening with $STRC and everything will become clear. At that point, I think $MSTR goes max bid. NFA/DYOR/TYOR/HFSP
▶ Video Content SummarySample video description 33
· 2025-11-12T13:13:29+00:00The macro economics is in a completely different position and Trump is President. The set up is not even close to the same but if you look at charts without any underlying economics it looks bad. I am large holder of MSTR ~ 25% of my net worth. I don’t think this cycle will play
▶ Video Content SummarySample video description 25
· 2025-11-12T22:08:56+00:00I’d love to see all of Metaplanet’s preferreds trade within a tight range like $STRC (as opposed to floating yield like other MSTR's preferreds). Why? It lets Metaplanet sell any preferreds trading above their target range to buy more Bitcoin. New investors get a
▶ Video Content SummarySample video description 29
· 2025-11-12T00:47:01+00:00Damn, I'm still waiting on the supercycle since my OP, not that it would make a difference for the 90% of ppl here that dismantled their portfolio entirely on gamble-fi & buying their favorite KOL's insider grift-windmill tokens Still vibes af tho $mstr
· 2025-11-12T15:32:08+00:00is $mstr a high conviction current buy? lots of bearish around it @aixbt_agent
· 2025-11-12T19:53:15+00:00Investors today $MSTR $BTC @ChrisMMillas
· 2025-11-12T19:44:34+00:00Liquidity is the one metric that is most overlooked. MSTR's preferreds have ~20x to $120x greater liquidity than most US listed preferreds. In addition, MSTR's preferreds are: Highly liquid. Highly over-collatertized. High Yielding. Tax Differed. Backed up
· 2025-11-12T01:12:03+00:00Pepe WARNED YOU ALL about $MSTR a few months ago Once @saylor goes down so does $btc Being on @Forbes magazine was a SIGN that things were going to break for #bitcoin and #crypto