The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @saylorViews › | 8 | 2 | 0 | 5 |
 @Jake__WujastykViews › | 0 | 1 | 0 | 0 |
@saylor: @saylor: Bitcoin is digital capital, and Strategy transforms it into digital credit and digital equity. $BTC $STRC $MSTR@saylor: (Reposted by @saylor) @phongle: the next 12 months will likely see the biggest increase in Bitcoin banking adoption, driven by monetary inflation, regulatory clarity, demand, tech modernization, agentic AI, FOMO and survival.@saylor: (Reposted by @saylor) "AI is going to demonetize a lot of equities based on labor and talent. Capital investors are going to look for things that the robots can’t make more of." bitcoin:native. Saylor discusses Bitcoin as raw financial energy and Strategy transforming it into Digital Credit.Partly aligned. No clearly opposing views so far.
@saylor: Bitcoin is digital capital, and Strategy transforms it into digital credit and digital equity. $BTC $STRC $MSTR@Jake__WujastykViews ›@Jake__Wujastyk says $MSTR is not fully out of the woods yet.@saylor: Four of CoinGecko’s top 10 tokenized stocks are based on $MSTR and $STRC. Digital Equity and Digital Credit are going global. (Bullish)@saylor: Bitcoin is digital capital, and Strategy transforms it into digital credit and digital equity. $BTC $STRC $MSTR
Bitcoin is Digital Capital. Strategy transforms it into Digital Credit and Digital Equity. $BTC $STRC $MSTR
Reasoning: Fundamentals · Long term
(Reposted by @saylor) @xStocksFi: the two largest assets on xStocks belong to Strategy: $MSTRx at over $110M market cap, behind $STRCx at $158M.
The two largest assets on xStocks now belong to @Strategy. $MSTRx has crossed $110M in market cap, trailing only behind $STRCx, Strategy's dividend-paying preferred equity, at $158M. The Bitcoin standard, tokenized.
Reasoning: Not tagged by analyst
(Reposted by @saylor) @phongle: the next 12 months will likely see the biggest increase in Bitcoin banking adoption, driven by monetary inflation, regulatory clarity, demand, tech modernization, agentic AI, FOMO and survival.
The next 12 months is likely to see the biggest increase in Bitcoin Banking adoption in history. Catalysts: monetary inflation, regulatory clarity, customer demand, tech modernization, agentic AI, FOMO, survival.
Reasoning: Catalyst · Medium term
(Reposted by @saylor) "AI is going to demonetize a lot of equities based on labor and talent. Capital investors are going to look for things that the robots can’t make more of." bitcoin:native. Saylor discusses Bitcoin as raw financial energy and Strategy transforming it into Digital Credit.
"AI is going to demonetize a lot of equities based on labor and talent. Capital investors are going to look for things that the robots can’t make more of." bitcoin:native
Reasoning: Macro · Long term
(Reposted by @saylor) @AltcoinDaily: Michael Saylor clashes with CNBC hosts, arguing the AI boom makes the case for Bitcoin even stronger.
🚨 Michael Saylor CLASHES with CNBC hosts over Bitcoin vs AI! Does the AI boom make the case for investing in Bitcoin even STRONGER? Saylor says YES and explains the connection most investors are missing:
Reasoning: Sentiment · Long term
(Reposted context from Saylor) Bitcoin is raw financial energy. Strategy transforms it into Digital Credit. Discusses Bitcoin’s bull market setup, AI and scarcity, Digital Capital, Digital Credit, and Strategy’s outperformance. Mentions $STRC, $BTC, and $MSTR.
Bitcoin is raw financial energy. Strategy transforms it into Digital Credit. At noon today, I joined @TimSteno and @CarolMassar on Bloomberg @Crypto to discuss Bitcoin’s bull market setup, AI and scarcity, and the future of Digital Credit. 00:48 - Bitcoin bull market setup: headwinds rotating into tailwinds 01:55 - AI, scarce capital, and assets robots cannot create 03:05 - Digital Capital, Digital Credit, and Strategy’s outperformance 04:16 - Bitcoin as raw financial energy 06:32 - Strategy as a structured finance company: Bitcoin, dollars, equity, and credit 08:49 - Bull market strategy: acquiring Bitcoin and issuing Digital Credit 10:20 - Investor time horizons: money markets, $STRC, $BTC, and $MSTR 12:26 - Strategy’s advantage: high-performance Digital Credit built on high-performance capital
Reasoning: Fundamentals · Long term
(Reposted by @saylor) @Strategy announces securing their YouTube channel. All of Strategy's Bitcoin content now has a dedicated home, including earnings calls, investor Q&As, and conversations with @Saylor, @PhongLe, and more.
We've secured @Strategy on YouTube.
All of Strategy's Bitcoin content now has a dedicated home, from earnings calls and investor Q&As to conversations with @Saylor, @PhongLe, and more.
Reasoning: Not tagged by analyst
(Reposted by @saylor) @phongle praises a podcast between @chasepalmieri and @CJ_Bitcoin as a thoughtful discussion of $BTC, $MSTR and $STRC past, present and future. The episode covers shareholder questions on daily dividends, USD reserves, leverage risk and Strategy's vision. No new market view.
Nice job @chasepalmieri and @CJ_Bitcoin. A thoughtful discussion on $BTC, $MSTR, and $STRC past, present, and future.
Reasoning: Not tagged by analyst
(Reposted by @saylor) @phongle says he voted "For" amending $STRC, $STRF, $STRK and $STRD to permit daily dividends, quoting @Strategy's reminder to $MSTR holders to vote.
I voted "For" amending $STRC, $STRF, $STRK, and $STRD to permit daily dividends.
Reasoning: Not tagged by analyst
(Reposted by @saylor) @CJ_Bitcoin shares his podcast with @chasepalmieri tackling tough questions from $MSTR and $STRC shareholders, including competition, returns, daily dividends, USD reserves, leverage and @Strategy's vision. No new market view.
My podcast conversation with @chasepalmieri. We discuss all the tough questions posed by $MSTR and $STRC shareholders, including competition, returns, innovation, and @Strategy's vision. 00:00 Introduction to Strategy and CJ's Role 01:07 Proposal for Daily Dividends and Market Innovation 04:59 Upcoming Shareholder Vote and Future Plans for Daily Dividends 06:05 Balancing Bitcoin Per Share and Total Return Objectives 09:28 Strategy's Approach to Dividend Rates and Market Demand 11:58 Managing USD Reserves and Market Shocks 15:10 Leverage, Liquidations, and Market Risks 18:46 Market Recovery and the Role of Buybacks 21:47 SATA vs. STRC and Market Dynamics 23:47 Investor Perspectives on Digital Credit Instruments 25:39 Strategy's Ecosystem and Future Growth 30:43 BTC Ratings, Coverage Ratios, and Market Perception 34:05 Collaborative vs. Competitive Digital Credit Ecosystem 38:30 Strategy's Innovation and Future Product Development 43:33 Communication Strategies and Shareholder Engagement 46:22 Potential for a Strategy Podcast and Transparency 48:14 Institutional and Retail Communication Efforts 50:13 Risks of Media and Market Discourse 52:17 Preparing for Bull and Bear Markets 54:18 USD Reserves and Yield on Cash Holdings 55:27 Long-Term Growth and Cash Flow Needs 58:08 Strategy as the JPMorgan of Bitcoin 59:27 Future of Bitcoin as Collateral and Lending 1:00:23 Leadership and Succession Planning 1:04:04 CJ's Vision for Strategy and Market Leadership 1:05:54 Where to Follow St
Reasoning: Not tagged by analyst
(Reposted by @saylor) @Strategy tells $MSTR holders that brokerages have started sending voting notices on the proposed amendment to pay daily dividends on $STRC, $STRF, $STRK and $STRD.
$MSTR holders, check your inboxes & mailboxes. Brokerages have started sending voting notices on the proposed amendment to pay dividends daily for $STRC, $STRF, $STRK, and $STRD. Learn how to vote:
Reasoning: Not tagged by analyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.