$MSTR Catalyst Posts
February 05, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $MSTR Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
168 source posts analyzed· 2026-02-05T04:19:00+00:00BREAKING: Losses on MicroStrategy's, $MSTR, Bitcoin position officially rise above $3.5 billion. The company's Bitcoin position has lost nearly -$40 BILLION in 4 months.
· 2026-02-05T21:47:01+00:00Join us for an update on $MSTR financial results, digital credit instruments like $STRC, and the state of the digital asset marketplace, followed by live Q&A with equity analysts and industry leaders.
· 2026-02-05T22:30:46+00:00*STRATEGY'S PHONG: AT WORST CASE, $8,000 BITCOIN PRICE WOULD MAKE IT DIFFICULT TO SERVICE DEBT $MSTR $IBIT
· 2026-02-05T23:52:08+00:00STRATEGY $MSTR CEO JUST SAID BITCOIN COULD GO TO $8,000 AND THEY WILL STILL NOT GET LIQUIDATED THEY WILL JUST KEEP BUYING MORE
· 2026-02-05T12:32:22+00:00Bitcoin is about to trade below it's Nov. 2021 high of $69,000. More significantly, measured in gold, Bitcoin is now 60% lower than it was then. @Saylor is down 9% on his $54 billion Bitcoin bet, and $MSTR's losses are just beginning to pile up. HODLers, abadnon a sinking ship!
· 2026-02-05T18:38:59+00:00What it might be like holding $BTC | $MSTR in 2026:
· 2026-02-05T21:51:22+00:00He's scared. Wait till you see the white of his eyes. Bro, you just lost $43 a share in a quarter on a company that's only trading at about $100. $MSTR is functionally fucking bankrupt - your liabilities exceed your liquidatable assets. And Bitcoin is now less than 20K away
· 2026-02-05T18:49:25+00:00Why doesn't $MSTR buy dips like today? Why do they only seem to buy tops?
· 2026-02-05T12:40:18+00:00They gonna margin call Michael Saylor aren’t they
· 2026-02-05T00:42:39+00:00"With $BTC at $60k, $MSTR would face an existential crisis. MSTR owns 17% of BTC held at public companies, governments & ETFs" At $50k, miners go bankrupt & forced to sell their BTC reserves, tokenized metals futures would collapse into a black hole with no buyer" Michael Burry
· 2026-02-05T18:26:36+00:00Why bother tuning into $MSTR's earnings call tonight when you can watch it right here before it happens?
· 2026-02-05T22:55:36+00:00MICHAEL SAYLOR’S STRATEGY $MSTR CEO JUST ANNOUNCED THEY WILL KEEP BUYING BITCOIN EVERY SINGLE QUARTER THEY WILL NEVER SELL THEIR BITCOIN
· 2026-02-05T19:00:53+00:00BREAKING: $MSTR collapses below $110 as $BTC continues falling to $65,000 I don't know how anyone could fall for Michael Saylor's convertible debt scam twice. MicroStrategy committed accounting fraud in 2000, so buckle up. x.com/i/status/19271 …
· 2026-02-05T14:35:49+00:00Wow @saylor actually updated the MSTR chart on the website after this post
· 2026-02-05T20:50:53+00:00Michael Saylor has $8bn in outstanding debt He diluted MSTR so hard that its impossible for these converts to "convert" into shares thus wiping the debt Therefore, his bond holders will have to be paid in CASH At current BTC prices he has to liquidate ~140k BTC If BTC were to
· 2026-02-05T22:35:08+00:00$MSTR CEO: In the extreme downside, if we were to have a 90% decline in Bitcoin price to $8,000, which is pretty hard to imagine, that is the point at which our BTC reserve equals our net debt And we'll not be able to then pay off of our convertibles using our Bitcoin reserve
· 2026-02-05T18:32:23+00:00BREAKING: Saylor's Strategy $MSTR now down 80% from all-time highs, Bitcoin position officially in the red.
· 2026-02-05T20:32:02+00:00The 2x leveraged MSTR ETF is down ~97%
· 2026-02-05T17:02:11+00:00The idea that Saylor hasn’t made any money from Bitcoin is dishonest He has sold over $370 million in MSTR equity personally since 2020
· 2026-02-05T08:55:13+00:00JUST IN: Former CEO of the World's largest auction house Sotheby's, Tad Smith just said. "I bought some $STRC today from Saylor's Strategy $MSTR. He offered me 11.5% yield payable monthly backed by BTC" "For me, a nice place to park my cash while I DCA through this volatility."
· 2026-02-05T22:29:31+00:00Bitcoin $63,000 Ethereum $1,800 Solana $78 MSTR $106 BMNR $17 It’s over
· 2026-02-05T15:16:15+00:00$MSTR PLUNGES AS BITCOIN SELLS OFF Strategy fell 12.05% to $113.53, while Bitcoin dropped 6.6% to $68,279.
· 2026-02-05T21:40:12+00:00BTC-USDT perp leverage is now cooling off. For the past two years, inflows from MSTR and ETFs kept excessive long leverage on exchanges from getting flushed. That dynamic is fading now. Estimated leverage is back to roughly pre-ETF approval levels (Jan 2024).
· 2026-02-05T14:19:10+00:00If it takes $SPY -35% / $QQQ -50% to send $MSTR to sub $10 … then so be it. But gawd damn I love this video lol
· 2026-02-05T18:27:20+00:00People trade MSTR as a more volatile proxy for Bitcoin, 2x more volatile, so... Bitcoin is down 45%, and MSTR is down 80% What did you expect?
· 2026-02-05T21:28:08+00:00Asking everyone a question: Strategy’s CEO keeps bragging every day that he will **absolutely never** get liquidated If MSTR really does get liquidated, who would go acquire it? How low would BTC instantly wick down to? 30k?
· 2026-02-05T16:09:19+00:00100% of $MSTR's convertible debt is now out of the money
· 2026-02-05T23:56:12+00:00$MSTR is down 70% since my system flipped red… and people are still trying to “buy the dip.” This is exactly why we never try to catch falling knives. I’d rather buy higher with real buying pressure than bag‑hold an 80% drawdown. In the video I walk through what's next
· 2026-02-05T22:31:19+00:00$MSTR says if $BTC went to $8,000 they might be forced to raise capital
· 2026-02-05T15:01:39+00:00$2 trillion MSTR... $840,000 Bitcoin with 1,200,000 BTC on balance sheet at 2x premium. It's not crazy to say MSTR can be in the top of the S&P 500 within a decade. Yet 80% of the comments here are negative.
· 2026-02-05T23:16:03+00:00Wait let me summarize: Did Mag 7 had bad earnings: NO Did Mag 7 reduced Ai spending: NO Did $ETH stop working: NO Did $MSTR got liquidated: NO Is $BMNR bankrupt: NO New FED chair increase rates: NO Did the economy collapsed: NO So why we are down again? I am Buying.
· 2026-02-05T14:44:56+00:00$MSTR - STRATEGY SHARES TOUCH 16-MONTH LOW AHEAD OF QUARTERLY RESULTS, DOWN 5.8%
· 2026-02-05T22:31:24+00:00Strategy’s CEO Phong: “In the worst-case scenario, Bitcoin’s price dropping to $8,000 could make it difficult to repay the debts.” $MSTR $IBIT
· 2026-02-05T22:23:19+00:00$MSTR earnings call has 55,000 people listening in on X. Probably will go down as one of most attended shareholders meeting in history. $BTC has come a long way!
· 2026-02-05T19:51:11+00:00This makes me think things are getting really tight over at $MSTR
· 2026-02-05T18:34:43+00:00$MSTR $BMNR Guhhhhh damn. This is sick. SICK.
· 2026-02-05T15:50:55+00:00Saylor is gonna come out with some insanely complicated scheme to start selling some of MSTR bitcoin under like 50 layers of fake tradfi buzzwords “hypothecating a select portion of our holdings for optimal cyber-convexity” and all the holders are gonna eat it up lol
· 2026-02-05T19:11:05+00:00Not only has $MSTR f*cked up BTC but it's levered ETF's "Amplify" the f*ck up On the close today 2600 whole Coins equivalent will be forced sold in the form of MSTR shares into the market to rebalance the leveraged ETF's
· 2026-02-05T23:08:02+00:00I'll be deploying multi-millions when we bottom out. Here are a few tickers in my watchlist: $BTC $ETH $MSTR $IREN $ONDS $PLTR $ASTS $RKLB We hit 100-1800% on most of these stocks, and 100-500% on $BTC & $ETH. I plan on doing it again. Will post here when I start buying.
· 2026-02-05T15:25:46+00:00$crvUSD depeging again as borrow rates have exploded to 40% crvUSD/USDC 0.985: If bitcoin starts cascading here due to $MSTR crashing, crvUSD will depeg very hard as the pegkeepers are empty and the pools are very imbalanced. There's only $2m of exit liquidity in each of
· 2026-02-05T20:38:26+00:00More MSTR @ $107. Could go lower. But I'm not gonna give a shit 10 years from now.
· 2026-02-05T22:40:57+00:00Strategy $MSTR says the most extreme scenario where they would not be able to cover their net debt with the $BTC reserve would be Bitcoin at $8,000.
· 2026-02-05T18:58:26+00:00$MSTR Great 3 min read on Strategy’s wild story for the layman like myself. Read it.
· 2026-02-05T11:40:51+00:00- Industry figures quitting. - Vitalik says 5yrs of L2 work was useless. - Burry predicting miner-driven death spiral. - Saylor down after 5 years of DCA. - 1st 5-month down only price streak in 8 years. - Epstein founder of BTC viral meme. How much worse can it get?
· 2026-02-05T16:53:29+00:00$MSTR finally at top of buy zone..
· 2026-02-05T11:14:29+00:00With #btc down 43% since October, $MSTR bitcoin strategy underwater, and now faces do-or-die choice with its #btc holdings.
· 2026-02-05T00:17:32+00:00Tom Lee @fundstrat will be on Michael @saylor Strategy Q4 Earnings call Q&A This will be interesting $BMNR / $MSTR
· 2026-02-05T17:58:46+00:00need Jeff Epstein to be revealed as Satoshi Nakamoto, MSTR leveraged blow up, quick wick to 38k just to feel something
· 2026-02-05T16:47:21+00:00MSTR’s unrealized BTC profit of ~$33B has swung into a ~$4B loss Per BTC pricing: October 6th: $126,210 Today: $67,251 (-47%) Here’s the story of how a software company became a $54B leveraged BTC bet:
· 2026-02-05T15:56:51+00:00BREAKING: Strategy $MSTR is down 12% today, wiping out $5 billion in market value. Strategy is now down 79% from its ATH, and its Bitcoin holdings are sitting on $6.2 billion in unrealized loss.
· 2026-02-05T22:19:17+00:00Just about six months ago, $MSTR was trading over $400 per share. Now it’s sitting right above $100. If you believe this is the premier leveraged Bitcoin play, you’re effectively getting four shares today for what one cost you back then. This is where the REAL money is made.
· 2026-02-05T23:59:56+00:00MICHAEL SAYLOR $MSTR CEO: BITCOIN COULD DROP TO $8,000 AND WE STILL WON’T BE LIQUIDATED No margin calls. No forced selling. If $BTC falls? They buy more. This is balance sheet conviction at scale. $BTC $MSTR
· 2026-02-05T04:26:45+00:00BREAKING NEWS: MicroStrategy’s $MSTR Bitcoin holdings have now officially hemorrhaged to a record -$3.5 billion in losses. In just 4 months, the position has plunged nearly -$40 billion, marking the #1 most catastrophic collapses in corporate crypto history.
· 2026-02-05T16:43:49+00:00max pain today is BTC frantically goes up and down 20% in both directions every 30 minutes so that the MSTR intern has to redo all of the slides 15 times before the earnings call tonight
· 2026-02-05T20:19:52+00:00Let me state a few obvious things about crypto that BTC proponents do not want to acknowledge: 1. BTC mining companies are absolutely fcked. 2. MSTR is the only meaningful BTC treasury. It carries almost $9B in debt and generates zero cash flow. 3. ETH staking is thriving. The
· 2026-02-05T02:45:50+00:00Strategy and Bitminer merge. You heard it here first. @saylor @fundstrat $MSTR $BMNR
· 2026-02-05T22:25:45+00:00"WOW $MSTR paid an average of 76k for the bitcoin in their treasury after 5 years of buying... Why would they not have just bought 54.26 billion worth of Bitcoin in 2020 when they only had 500m dollars on their balance sheet? Bitcoin was only 11k back then!!!" - Some of you
· 2026-02-05T22:24:50+00:00$MSTR CEO: NO COVENANTS TRIGGERED WITH BITCOIN PRICE BELOW OUR AVERAGE OF $76K
· 2026-02-05T21:50:45+00:00Remember: the people who are still doing very well on $BTC / $MSTR are the people who took a 75% drawdown from ATH on the chin, doubled down, backed up the truck, and bought the blood with Saylor underwater, max fear, and the peanut gallery saying we were going <$10k. We didn’t
· 2026-02-05T20:50:28+00:00Why is $mstr not at 20-30 dollars is beyond me (it’s 110 now). If he sells bitcoin, mstr should crash. If he sells mstr to buy bitcoin, mstr should crash. If he doesn’t do anything, mstr should crash.
· 2026-02-05T16:36:45+00:00$MSTR conference call tonight is gonna be lit
· 2026-02-05T19:16:06+00:00There were signs $MSTR
· 2026-02-05T21:44:13+00:00$MSTR This is gonna be good
· 2026-02-05T11:34:27+00:00Today $MSTR will report a Q4 GAAP accounting loss of $17BN. One of the largest losses in corporate history. Based on current spot my projected loss for Q1 is $12.8BN. Last summer this Ponzi scheme operator tried to compare P/E's of his Ponzi investment vehicle to the broad
· 2026-02-05T02:13:28+00:00$MSTR For the short term (the past year & next 2-3 years) there are seemingly two business models. Concurrent with scaling the Prefs: 1. Drag the BTC Stack higher on a weekly or bi weekly basis, via hitting the common ATM, as long as the (EV) mNAV is slightly higher than 1,
· 2026-02-05T03:14:31+00:00Saylor and $MSTR get liquidated when Bitcoin hits $25,000 If that happens Bitcoin will hit $250,000 or 0 either are just as likely
· 2026-02-05T23:17:56+00:00$MSTR post earnings green is interesting here.
· 2026-02-05T22:03:12+00:00LIVE: Strategy (MSTR) Q4 2025 Earnings Call w/ Analyst Q&A
· 2026-02-05T18:15:23+00:00$PURR is making an all-time high against $MSTR Welcome to disruptive change Chaos shall ensue
· 2026-02-05T17:33:21+00:00BREAKING: MicroStrategy ( $MSTR ) plunges -83% from its November 2024 peak in a full-blown bloodbath. Michael Saylor’s Bitcoin holdings is now at a staggering $6.5 billion loss.
· 2026-02-05T23:15:06+00:00Every single ticker listed below has vastly outperformed $MSTR since this tweet.
· 2026-02-05T20:20:08+00:00Imagine you had zero risk mgt process and were still long $MSTR $HOOD $PLTR ? Same "retail" guys all own the same shit
· 2026-02-05T21:14:31+00:00BREAKING: Bitcoin falls to $63,000 $BTC is now $13,000 below Michael Saylor's $MSTR cost average of $76,000 with a long way to go.
· 2026-02-05T16:10:35+00:00JUST IN: Strategy’s $MSTR chair Michael Saylor says “HODL.” The company currently has over $6,000,000,000 in unrealized losses on its Bitcoin investment.
· 2026-02-05T16:53:03+00:00$MSTR
· 2026-02-05T21:39:38+00:00Watch the livestream of @Strategy 's Q4 Earnings Call on X. Starting at 5 PM ET. We'll cover: - Q4 financial results - Recent $BTC volatility - Resilience of our balance sheet - Digital Credit $STRC - Digital Equity $MSTR Followed by a live Q&A!
· 2026-02-05T19:41:54+00:00SAYLOR'S LAST STAND The $100 region is the decider between utter collapse or finally a bounce for $MSTR
· 2026-02-05T13:16:43+00:00Just In: Michael Saylor’s Strategy $MSTR is now down over $4 BILLION on its Bitcoin position as prices drop to $69,000. The firm currently holds approximately 712,647 Bitcoin, acquired at an average price of about $76,037 per BTC. Max pain.
· 2026-02-05T16:02:28+00:00PANIC EVERYWHERE Strategy $MSTR plunges over 11% after Bitcoin falls to $67k. Tom Lee is currently at a $8B loss. Saylor is sitting on an unreleased loss of $6.2B. Another $1.4B worth of liquidations from the crypto market today. Manipulators are trying to shake the
· 2026-02-05T22:55:15+00:00Saylor addresses quantum threat on earnings call. $MSTR to initiate $BTC Security Program.
· 2026-02-05T20:03:10+00:00The elites may flash crash the mkt soon to test $MSTR liquidity.
· 2026-02-05T18:51:21+00:00$MSTR currently at $109 and consensus is a price target of $422.
· 2026-02-05T18:06:02+00:00Michael Saylor bought $54.26 BILLION of BTC at $76,052. That BTC is currently worth $48.76B - meaning that Saylor’s MSTR is at a floating loss of $5.5 BILLION. Saylor still has enough USD to service his debt obligations for 2 years. But will he make it back?
· 2026-02-05T12:55:32+00:00$MSTR is now below the 0.78 Fib at $124 Next support is $71 Do you think @Saylor will capitulate?
· 2026-02-05T22:09:26+00:00$MSTR: EVEN WITH BITCOIN'S DECLINING PRICE, OUR STRATEGY REMAINS DISCIPLINED
· 2026-02-05T19:20:00+00:00Reminder, $MSTR earnings call is in 2.5 hours We'll see if anyone asks any actual hard questions.
· 2026-02-05T19:05:00+00:00MICHAEL SAYLOR IS NOW DOWN $7.5 BILLION ON BITCOIN, SEEING -13% LOSS ON BUYS BTC -10% and in freefall MSTR -14% and -80% from ATH Just put the Bitcoin's in the bag
· 2026-02-05T07:59:38+00:00MicroStrategy’s $MSTR Bitcoin position has now officially crossed $3.5B in realized losses. Over the last 4 months, their BTC holdings are down roughly $40B in value. And yet their stance hasn’t changed one bit. Belief in Bitcoin is still rock solid. Conviction > volatility.
· 2026-02-05T20:42:59+00:00LIVE: $MSTR Q4 Earnings Call Breakdown
· 2026-02-05T21:21:41+00:00Seeing $MSTR's bitcoin position get liquidated would make me bullish about the potential for a big bounce. Because I think that would be the time when we see the cascade selling that causes massive deleveraging across the space. At that point it would be a much more "de-risked"
· 2026-02-05T15:13:27+00:00HODL $MSTR & BTC
· 2026-02-05T21:25:06+00:00$MSTR shares close down 17% in worst day since April 2024. Reports net loss $42.93/share. $MSTR reports cash and cash equivalents $2.3B vs. $518M consensus (two estimates). Strategy says will keep cash reserves at 2-3 years of dividends.
· 2026-02-05T22:54:54+00:00$MSTR announced that it will initiate a Bitcoin security program to actively address the threat posed by quantum computing.
· 2026-02-05T23:11:13+00:00IMHO This time stamp for @saylor is one of the best parts for $MSTR and $STRC for @Strategy earnings call.
· 2026-02-05T17:47:16+00:00$MSTR has now cratered about 80% from its November 2024 peak, leaving Michael Saylor’s $BTC position roughly 6.5B dollars underwater.
· 2026-02-05T23:44:13+00:00At what point did people buying $MSTR miss the memo that @saylor was selling into them?
· 2026-02-05T14:26:50+00:00Binance, after nearly five years, is once again aggressively pushing into the TradFi market, and this time the move is clearly much more systematic. Binance announced that starting from February 9, it will gradually launch U-margined perpetual contracts for 5 US stocks: MSTR
· 2026-02-05T20:26:10+00:00MSTR earnings going to be hilarious. Bet they are going to liquidate some holdings.
· 2026-02-05T03:01:07+00:00The race to the bottom continues. $MSTR $BMNR
· 2026-02-05T17:57:23+00:00WARNING: Big investor “NoLimit” is calling for Michael Saylor’s Strategy to collapse this year. Remember, this is the same guy who warned everyone about FTX’s collapse… What should we do?
· 2026-02-05T22:18:18+00:00btc haz outperformed mstr for quite some tiem now tho
· 2026-02-05T07:52:05+00:00Over 5 years $BTC +86% $MSTR +68% If you are considering crypto exposure now Maybe just buying $BTC is the lower risk decision
· 2026-02-05T18:24:16+00:00The call on $MSTR has been one for the record books. I’m +33.38% on my $MSTR short because of @Hedgeye (I was a bit delayed in getting in after you started mentioning it again last fall).
· 2026-02-05T14:01:19+00:00Wall Street stocks. Crypto-style trading. $MSTR $PLTR $CRCL $COIN $AMZN now live as Stock Futures on MEXC! Zero fees Deep liquidity Up to 100× leverage
· 2026-02-05T18:46:34+00:00BREAKING: $MSTR collapses below $110 as $BTC continues falling to $65,000 I don't know how anyone could fall for Michael Saylor's convertible debt scam twice. MicroStrategy was convicted of accounting fraud in 2001, so buckle up. x.com/i/status/19271 …
· 2026-02-05T20:24:27+00:00Bitcoin $BTC just dropped back under $64K For anyone wondering Michael Saylor and Strategy $MSTR currently have a cost basis of $76.1K on their Bitcoin
· 2026-02-05T12:07:55+00:00TODAY: @Strategy ($MSTR) Q4 2025 Earnings Call Livestream. Live analyst Q&A featuring leading $BTC voices: @LynAldenContact , @LawrenceLepard , @fundstrat , and @hillery_dan . 2pm PT / 5pm ET RSVP: youtube.com/live/BYCfwMrS- …
· 2026-02-05T12:00:02+00:00Happy $MSTR earnings day to those who celebrate.
· 2026-02-05T20:04:29+00:00stream today 330pm est - uhhhh - bitcoin death spiral - crypto will be fine (eventually) - are stocks next? - where do we go from here - mstr earnings call live - i seriously have alot to say just join PULL UP MAN. let’s talk abt it.
· 2026-02-05T20:22:46+00:00Strategy $MSTR is now over 15% down on their $BTC position.
· 2026-02-05T20:32:48+00:00LIVE: $MSTR Q4 Earnings Call Breakdown With #Bitcoin below $65k, Saylor is officially UNDERWATER. The stakes have never been higher. We discuss: Is a $7B paper loss a "do-or-die" moment? Will Saylor have to SELL Bitcoin? $MSTR trading 75% off its high. Links below
· 2026-02-05T22:39:20+00:00*STRATEGY'S PHONG: AT WORST CASE, $8,000 BITCOIN PRICE WOULD MAKE IT DIFFICULT TO SERVICE DEBT $MSTR $IBIT
· 2026-02-05T20:44:53+00:002X Leveraged $MSTR ETF is now down 99% in 15 months.
· 2026-02-05T22:28:26+00:00Is $MSTR F C K E D?
· 2026-02-05T09:19:00+00:00Saylor is deeply underwater right now. $MSTR Will he sell BTC to buy MSTR? I'm sure he's lending his BTC already.
· 2026-02-05T14:49:07+00:00Our $MSTR Short down another -8% (levered pig)
· 2026-02-05T10:18:10+00:00JUST IN: U.S. Ohio State Teachers Retirement Fund just disclosed they bought 12,453 more #Bitcoin treasury company Strategy $MSTR shares and now holds a total of 87,689 shares ($11 million).
· 2026-02-05T11:51:53+00:00JUST IN: BINANCE LAUNCHES NEW TRADFI PERPETUALS, FEATURING MICROSTRATEGY, AMAZON, AND MORE @Binance Futures now offers perpetual contracts for major TradFi names: Amazon $AMZN, MicroStrategy $MSTR, Palantir $PLTR, Circle $CRCL, and Coinbase $COIN. Traders can access these on
· 2026-02-05T17:40:48+00:00The simplest explanation for the crypto meltdown could simply be that MSTR fueled a lot of the rally. MSTR tops in July. MSTR struggles to raise for more BTC purchases. MSTR purchases of BTC drop by 80%+ in Aug/Sep/Oct. We lose our largest inflow. 10/10. MSTR and Crypto
· 2026-02-05T21:36:09+00:00Big difference between bearish & doomerish Guys, look..Im bearish on both $BTC and $MSTR for some time now, but some of the posts on Twitter lately are stupid and lazy. MicroStrategy's outstanding convertible notes as of early 2026 have NO maturities or forced repayment
· 2026-02-05T21:58:22+00:00Wrote this thread 1 year ago Microstrategy + Bitcoin and how MSTR comes crashing down Michael Saylor, banks, financial institutions, the USA and other world governments are in competition with who has the most BTC Imo there’s a possibility that the United States government
· 2026-02-05T15:33:51+00:00DAT companies have round tripped all YTD market cap gains, now back below $94B $BTC -23% YTD, $MSTR -28% YTD $ETH -34% YTD, $BNMR -40% YTD $SOL -32% YTD, $HODL -32% YTD Most DATs are underwater on their positions and trading <1x mNAV
· 2026-02-05T16:18:18+00:00I was about to buy another Rolex but instead buying the dip. Bought $MSTR stock here at $112 and will add more if i get opportunity at $86. Rolex can wait but buying fear is important. Bidding on Saylor and his vision
· 2026-02-05T18:24:04+00:00$MSTR earnings call will not have good numbers to report. Headlines will be unkind tomorrow. But ultimately nothing will be different tomorrow than it was today. Saylor just needs to HODL and let the Bitcoin thesis play out.
· 2026-02-05T20:46:45+00:00Long $MSTR 106.5 for a flip
· 2026-02-05T15:37:19+00:00At -13%, this is the biggest one day drop for MSTR since March 10 2025. This feels like complete de-risking going into an earnings call which we already know the outcome for.
· 2026-02-05T16:03:06+00:00JUST IN: Strategy $MSTR falls under $115 Like, if you're NOT selling
· 2026-02-05T18:58:19+00:00Imagine buying $MSTR when you could just buy $BTC... I will NEVER understand.
· 2026-02-05T15:51:11+00:00If you think Bitcoin is doing bad, look no further than $MSTR. The TOP of $MSTR was $540. Now it’s $112. Ouch
· 2026-02-05T18:48:40+00:00I can't believe I'm saying this and it's also just a fair value calculation NOT where this crazy thing should trade BUT Using a Merton framework $MSTR is a call on BTC struck at its debt notional or roughly 15,000. That call now deserves a 4% premium. So "fair value MNAV" is
· 2026-02-05T14:40:29+00:00Is there a place to view real time performance of $MSTR and $BMNR treasury purchases? How much are these two orgs down rn?
· 2026-02-05T15:08:34+00:00It is genuinely hilarious that MSTR has still 7x'd the return of gold in the Bitcoin Standard era even after an 80% drawdown.
· 2026-02-05T17:34:46+00:00MSTR still trades at 9% premium to its holdings Feels like bottom not in until it gets into discount territory
· 2026-02-05T15:44:59+00:00Employee of the month! $BTC $MSTR
· 2026-02-05T09:18:00+00:00LATEST: MicroStrategy is now sitting on a $3.5 billion unrealized loss as Bitcoin’s 4-month rout wipes $40 billion off the $MSTR treasury. The "Monday Reset" is becoming a billion-dollar battle.
· 2026-02-05T22:51:19+00:00Glad to see MSTR assembling a Bitcoin Security program to help coordinate future upgrades, including Quantum Risk.
· 2026-02-05T06:28:25+00:00I'm not going to post my targets unless we see them, but I'm incredibly excited about the buying opportunities we could see for $MSTR and $MTPLF this year.
· 2026-02-05T15:42:45+00:00Imagine how much money we could have made by just being short MSTR instead of long bitcoin.
· 2026-02-05T22:53:07+00:00JUST IN: @Strategy ($MSTR) is launching a Bitcoin Security Program to address quantum-related FUD.
· 2026-02-05T14:41:00+00:00Strategy跌7%，Coinbase跌4.9%，2月5日稍早，比特币跌穿70000美元整数位心理关口。
· 2026-02-05T15:09:12+00:00$MSTR mNAV 1.08x through all of the noise. The company remains in strong position to BUY MORE BTC.
· 2026-02-05T17:05:22+00:00Amazon and Microstrategy earnings today. One sells you everything, the other only buys one thing. Are you buying or selling? Trade AMZN and MSTR on Dexari. Powered by Hyperliquid
· 2026-02-05T03:11:23+00:00$MSTR: @MSTRTrueNorth Podcast | Ep. 54 is LIVE!
· 2026-02-05T19:03:25+00:00UPDATE: Bitcoin supply underwater hits 2-year high as market stress intensifies. Growing unrealized losses fuel forced selling risk as crypto treasury firms face liquidation pressure. @MicroStrategy is now sitting on a $6.5B unrealized loss across 713K $BTC. $MSTR down 22%
· 2026-02-05T12:42:41+00:00I will continue to sh*t on $MSTR and $BTC until I get filled long, at which point I will turn on a dime and talk about the merits of owning the only true digital cyberhornet that will save us from the tyranny of the fed.
· 2026-02-05T06:48:48+00:00BREAKING: Losses on MicroStrategy's, $MSTR, Bitcoin position officially rise above $3.5 billion. The company's Bitcoin position has lost nearly -$40 BILLION in 4 months.
· 2026-02-05T21:58:29+00:00Bitcoin Drop Pushes Strategy into $7B Unrealized Loss; MSTR Falls Too
· 2026-02-05T20:34:44+00:00I might lose my mind next Monday when Saylor announces MSTR acquired xx,x*x Bitcoin in the low 70’s somehow
· 2026-02-05T10:00:00+00:00Strategy's $BTC Hoard Dips Underwater ∙ Recent dump pushes their 713,502 $BTC below avg cost of $76,052 ∙ Unrealized losses now reportedly topping $3.5B+ ∙ $MSTR stock tanks 36% in 2 weeks (from ~$190 → $121) MSTR Inverstors: praying @saylor : Buy Bitcoin!
· 2026-02-05T22:00:46+00:00Bitcoin Giant Strategy Records $12.4 Billion Q4 Loss as MSTR Shares Hit 18-Month Low
· 2026-02-05T03:03:03+00:00Strategy $MSTR just hit its lowest price since September 2024. $129 today vs $455 peak in July 2025. Down 72%. The divergence is stark: - Price at 1-year low - Social mentions down 56% from peak (16,168 → 7,161/day) - Market cap: $37B (was $129B) Bitcoin's now below Saylor's
· 2026-02-05T12:52:52+00:00$MSTR is about to give us a Lehman moment. Brace.
· 2026-02-05T03:42:19+00:00Latest Chart on $MSTR @Strategy Shares per $1M Bitcoin | Shares per $1M Market Cap | Bitcoin Per share
· 2026-02-05T20:06:20+00:00$MSTR reports earnings after the bell today They're currently -$8B underwater on their $BTC holdings and their marketcap ($36.4B) has fallen off a cliff Meanwhile their debt + liabilities have ballooned to $16.6B (46% of marketcap)
· 2026-02-05T21:18:50+00:00You’re doing great man keep hodling @saylor $MSTR
· 2026-02-05T04:42:00+00:00Saylor在自己的采访中曾经说过，经历了Silvergate暴雷后，自己成了PhD of leverage。 他一直强调风险控制，这一次熊市如果有人想攻击MSTR，大概率这个屎是要吃一脸的，吃完了估计还没地方擦嘴。
· 2026-02-05T16:41:16+00:00Drop another 265% and I’ll have round tripped my entire MSTR bag Volatility is always fun #Bitcoin
· 2026-02-05T22:06:21+00:00Recent common ATM's have actually lowered bitcoin per share, and MSTR has been covering this up by issuing pref's which don't directly impact bitcoin per share as much at first.
· 2026-02-05T21:40:19+00:00MicroStrategy currently has an unrealized loss of $8,599,126,104 on its Bitcoin HODL strategy. $MSTR
· 2026-02-05T15:00:03+00:00Η ΜΕΓΑΛΥΤΕΡΗ ΕΤΑΙΡΙΚΗ ΘΕΣΗ ΣΕ BITCOIN ΕΙΝΑΙ ΠΛΕΟΝ ΒΑΘΙΑ ΣΤΟ ΚΟΚΚΙΝΟ. Η MicroStrategy γράφει πάνω από -2 δισ. δολάρια σε unrealized losses μετά την πτώση του Bitcoin κάτω από τα $73.000. Τι σημαίνει αυτό για τη μετοχή $MSTR, τη μόχλευση και το ρίσκο της στρατηγικής Saylor;
· 2026-02-05T19:18:36+00:00As is the case with $MSTR - the derivatives market is firmly in charge of $BTC price action and has been for years. When you add in persistent spot market selling to the mix, this is what happens.
· 2026-02-05T12:49:48+00:00Good morning and happy thirsty Thursday, or Fridays Friday. Could also say thriving. Lets get through the day and get ready for the weekend. I shorted MSTR for their earnings, seems gonna be a winning play. But I dont want to touch much in this down market.
· 2026-02-05T16:58:34+00:00Saylor is SAFU, he can pause anytime he wants to pay dividends to MSTR investors.
· 2026-02-05T15:50:08+00:00We thought Chanos fucked up by being short MSTR while long BTC. His real mistake was not shorting the shit out of both of them
· 2026-02-05T18:38:46+00:00Today's #crypto liquidation is NOTHING Look at 10/10/2025 That was 20x the size of today's liquidation & that was just the smol crack The next liquidation event will be even BIGGER than 10/10/2025 @saylor is going into the hole on $btc he will make $mstr go BANKRUPT
· 2026-02-05T02:36:37+00:00$BTC Bitcoin broke below $72,000, wiping out over $130 billion in the markets. $MSTR Microstrategy is now down over $2b. However, traders on @Polymarket predict an 89% chance that $MSTR will buy more Bitcoin this week. 28% chance $MSTR will sell any Bitcoin this year.
· 2026-02-05T16:21:40+00:00I just earned +2295.516519 BSD in the simulation market. blockstreet.money/dashboard?invi … #BSDchallenge #BSDairdrop #AAPL #TSLA #MSFT #NVDA #CRCL #COIN #MSTR #BSD lewat @BlockSt_HQ
· 2026-02-05T07:04:13+00:00Solid asset like MSTR will resume uptrend!! FIRE SALE