🤖 AI Agent Friendly: This page is available in clean token-optimized Markdown.
View as .md

$MSTR Catalyst Posts

February 04, 2026

Single-day social intelligence recap and verified catalyst posts · ← Back to $MSTR Profile · Market Rankings

💬 Curated Viral Posts & Community Evidence

76 source posts analyzed
The Kobeissi Letter @KobeissiLetter · 2026-02-04T18:31:00+00:00

BREAKING: MicroStrategy, $MSTR, hits its lowest level since September 2024 as the company's Bitcoin position nears a -$3 billon loss. The stock is now down -78% since its November 2024 record high.

The Kobeissi Letter @KobeissiLetter · 2026-02-04T17:25:26+00:00

BREAKING: MicroStrategy's, $MSTR, Bitcoin position is now down over -$2 billion as Bitcoin drops below $73,000.

Nick Huber @sweatystartup · 2026-02-04T15:51:13+00:00

Wait so Saylor borrowed a bunch of money to buy something that doesn't produce any cashflow at all in the hopes that more people buy it and it gets more valuable? Not going to end well.

Tradable Astronaut @TradableAstro · 2026-02-04T17:25:23+00:00

$MSTR holders right now

Alexander Eser @alexjeser · 2026-02-04T13:31:56+00:00

Bitcoin & MSTR: Something VERY BIG is upon us. My spidey senses are all over. Since 10/10 there is NON-STOP FUD. This is NOT organic and completely astroturfed. I am in the space now for 6 years. I have never witnessed the amount of crazy we are witnessing right now. =>

Mark Harvey @thepowerfulHRV · 2026-02-04T13:14:33+00:00

$MSTR $133. The last time $MSTR was $133, they held 244,800 BTC. Today, they hold 713,502.

Wayne Liang @wliang · 2026-02-04T19:52:28+00:00

People lost a ton of money today. What they don't know is, the harder the pullback, the more aggressive the rally. There will be balance. We're nearing impeccable buying zones. For instance, the last: Monthly BD on $BTC hit a 450% gain. Monthly BD on $MSTR hit a 2200% gain.

*Walter Bloomberg @DeItaone · 2026-02-04T12:43:15+00:00

$MSTR - MICROSTRATEGY DOWNGRADED: BUY MAINTAINED, TARGET SLASHED TO $185 Canaccord Genuity keeps its Buy rating on MicroStrategy but sharply cuts the price target from $474 to $185 per share.

Heisenberg @Mr_Derivatives · 2026-02-04T00:07:11+00:00

Guy calling for $MSTR to collapse.

Ryan @ryQuant · 2026-02-04T19:09:40+00:00

Other than @Strategy , there is no known repeat buyer of bitcoin, in size. This is a 1 horse race. If bitcoin is to succeed and outperform equities (QQQ) for decades to come, than $MSTR will disproportionately benefit from this outcome. The pain of the past 12 months is that,

The ₿itcoin Therapist @TheBTCTherapist · 2026-02-04T00:49:30+00:00

POV: you bought MSTR at $130 two years ago, price went to $543 and it’s back to $130.

Bull Theory @BullTheoryio · 2026-02-04T18:59:05+00:00

BREAKING: Strategy ($MSTR) is down 9% in the last 8 hours, wiping out $3.7 billion in market value. Strategy is now down 77% from its ATH, and its Bitcoin holdings are sitting on $1.77 billion in unrealized loss.

Ted @TedPillows · 2026-02-04T19:37:07+00:00

It looks like no one wants to buy $MSTR now. Non-stop dump.

Dr Danish @operationdanish · 2026-02-04T22:51:13+00:00

BREAKING: $MSTR This company now is worth $3 billion less than the bitcoin it owns. Unfortunately, for its cult members, the pain has just begun. Shareholders of the stock are learning an important lesson… not your keys, not your coins.

Adam Livingston @AdamBLiv · 2026-02-04T14:30:28+00:00

I don’t “own” $MSTR anymore. MSTR owns me. I’ve psychologically merged with it. Price down 70%, I feel nothing. Price up 70%, I feel suspicious. This is a lifestyle choice.

Hermes Lux @HermesLux · 2026-02-04T13:27:19+00:00

If @Strategy makes no future purchases—effectively pausing everything— $MSTR will have a $711B+ market cap once BTC hits $1M; This would put MSTR around $2,500-$2,600/share.

*Walter Bloomberg @DeItaone · 2026-02-04T17:59:32+00:00

$MSTR AND BITCOIN SELL OFF SHARPLY Strategy fell 8.6% to $121.80, while Bitcoin dropped 4.2% to about $72,500.

Jesse Cohen @JesseCohenInv · 2026-02-04T22:01:44+00:00

Michael Saylor’s Strategy $MSTR now sits on a $2.1 billion unrealized loss on its Bitcoin holdings as prices drop below $73,000. Will Bitcoin take out Strategy?

Heisenberg @Mr_Derivatives · 2026-02-04T17:10:17+00:00

$MSTR Michael Saylor when he goes to bed:

Tad Smith @tadtweets · 2026-02-04T21:07:08+00:00

I bought some $STRC today from @saylor ‘s @MicroStrategy $MSTR. He offered me 11.5% yield payable monthly () backed by $BTC and a couple years of dividends on his balance sheet. For me, a nice place to park my cash while I DCA through this volatility.

Against Wall Street @aganstwallst · 2026-02-04T18:55:58+00:00

Every time Bitcoin dips into oversold on the 1D chart, it’s marked a local bottom And guess what? We’re hitting historic oversold levels right now You know I cashed out my position at $89K on my sell signal, and just jumped back in at $73K with 2x Who’s with me $BTC $MSTR

Sun Liao @sunxliao · 2026-02-04T21:36:00+00:00

My prediction in 3 steps: 1. My gut feeling says bottom is in. 2. $MSTR bottoms first. 3. $BTC bottoms soon after. Strategy topped before Bitcoin in 2025, and I expect the same at the bottom.

MartyParty @martypartymusic · 2026-02-04T01:41:51+00:00

Switzerland's largest bank, UBS, has reportedly increased its stake in @Strategy $MSTR by acquiring an additional 3.23 million shares. This brings their total holdings to 5.76 million shares, valued at approximately $805 million based on recent pricing.

Jacob King @JacobKinge · 2026-02-04T19:07:20+00:00

BREAKING: MicroStrategy ( $MSTR ) plunges to its lowest level since September 2024 as losses on its #Bitcoin bet swell toward a whopping -$3.8 billion. (-$14.6 billion if accounting for inflation). The stock is now down -80%, with some analysts warning the trajectory

TingHu♪ @TingHu888 · 2026-02-04T15:11:14+00:00

You need to know that this stock (MSTR) has leveraged exposure that tracks $BTC.

Yimin X @yxinsights · 2026-02-04T13:57:18+00:00

$MSTR is quietly doing something important here. During the selloff, it declined broadly in line with $BTC, not worse. That tells you downside convexity has largely been worked off. When Bitcoin stabilises and rebounds, this sets up a regime where MSTR can lead on the way

Chris Millas @ChrisMMillas · 2026-02-04T16:04:20+00:00

$MSTR

Heisenberg @Mr_Derivatives · 2026-02-04T16:36:54+00:00

$MSTR If Bitcoin goes to $65k, God forbid, Strategy could see $75.

Adam Livingston @AdamBLiv · 2026-02-04T17:12:12+00:00

SAYLOR WILL NEVER BE LIQUIDATED - AN EVISCERATION OF THE MSTR BEAR CLOWNS Let’s clear something up for the financial illiterates who still confuse a liquidation with a default like they’re interchangeable Pokémon cards. Liquidation means you’re forced to sell collateral,

机灵的杰尼君 @Meta8Mate · 2026-02-04T00:51:43+00:00

GM, woke up this morning and $BTC just straight-up ripped through the entire 2025 support zone — simultaneously breaking the previous low of 74K + MSTR’s cost basis at 76K. Bearish. Really fucking bearish. Good news: Historically, five consecutive monthly red candles are

Pio @piovincenzo_ · 2026-02-04T16:03:53+00:00

This is a bottom signal I saw so many identical tweets last bear market They were followed by a rally from $16k to $125k in $BTC And a literal 25X from $MSTR You’ll be seeing more and more tweets like this Just know that they show we’re in the trough of the bottom

Rajat Soni, CFA @Rajatsoni · 2026-02-04T16:10:29+00:00

You can go back in time right now and buy Bitcoin at March 2024 prices MSTR bought OVER 500,000 BTC since then US Bitcoin ETFs bought another 500K You're getting the same Bitcoin price but there are now 1,000,000 fewer Bitcoin in circulation... Think about that

Adam Livingston @AdamBLiv · 2026-02-04T20:23:07+00:00

MSTR IS CRASHING! SAYLOR LIQUIDATED SOON!?!? NO. THIS VIDEO IS A PUBLIC EXECUTION OF THE LIQUIDATION MYTH. The bears are squealing again. Bitcoin dips below $74k and suddenly every couch economist on Twitter is screaming that Strategy is going to margin call itself into

Vincent Van Code @vincent_vancode · 2026-02-04T23:42:01+00:00

@saulor $MSTR has lost $50BN value off it's BTC Treasury. Let that sink in.

lil retard @comic · 2026-02-04T23:58:36+00:00

Doubling my short position in $MSTR tomorrow

CryptosRus @CryptosR_Us · 2026-02-04T17:52:02+00:00

THE SILENT INSTITUTIONAL PIVOT: VANGUARD’S $505M BITCOIN PROXY MOVE Vanguard just disclosed a $505 million position in "Strategy" ($MSTR) shares. This isn’t just a trade, it’s a masterclass in how institutional adoption actually happens: through the "invisible hand" of

Mark Harvey @thepowerfulHRV · 2026-02-04T17:13:44+00:00

$MSTR mNAV above 1x during a Bitcoin meltdown is not talked about enough

100% Strategy @StrategyMaxi · 2026-02-04T21:51:32+00:00

I'm prepared for one year of $MSTR ranging around $100-$200 for next year. Are you prepared for it? If you accumulate and hold. You deserve $1k per $MSTR in 2028. Will you accumulate more?

Mark Harvey @thepowerfulHRV · 2026-02-04T21:24:32+00:00

There’s too much focus on $MSTR dilution and debt, and not enough on its 713,502 bitcoins.

Brian Brookshire @btc_overflow · 2026-02-04T13:33:08+00:00

Never. $MSTR doesn't use margin.

BitcoinTreasuries.NET @BTCtreasuries · 2026-02-04T14:45:34+00:00

Historical Strategy $MSTR #Bitcoin holdings on Michael Saylor's birthday 2021 - 71,079 BTC 2022 - 125,051 BTC 2023 - 132,500 BTC 2024 - 189,150 BTC 2025 - 471,107 BTC 2026 - 713,502 BTC Happy birthday Saylor

Adrian Morris @_Adrian · 2026-02-04T20:08:34+00:00

Seeing calls for $BTC to hit $15K, $38K and of course @saylor and $MSTR getting liquidated posts are flying around. Bottom soon?

Capital Flows @Globalflows · 2026-02-04T16:11:46+00:00

Long $PURR / Short $MSTR chart says a lot right here

Benjamin Hodl @ToxicBTC21M · 2026-02-04T17:58:10+00:00

OK...I finally bit. I've added significantly to my $MSTR holdings. $121/sh is just too damn cheap.

BitcoinTreasuries.NET @BTCtreasuries · 2026-02-04T09:56:46+00:00

JUST IN: Denmark's largest bank Danske Bank just disclosed they bought 13,840 more #Bitcoin treasury company Strategy $MSTR shares and now holds a total of 132,746 shares ($17.6 million).

Financelot @FinanceLancelot · 2026-02-04T20:44:11+00:00

Has Michael Saylor left the country yet? $MSTR $BTC

Learning Crypto @learningcrypto · 2026-02-04T17:00:00+00:00

Investing in Strategy was pitched as a high-reward play, but it's not that simple. While $BTC dropped 42%, MSTR fell a HUGE 76%. Are people waking up to what's going on?

CryptoGoos @cryptogoos · 2026-02-04T18:26:17+00:00

NOW: Michael Saylor's Strategy $MSTR currently down over $2 billion on its Bitcoin investment.

WOLF Bitcoin @WOLF_Bitcoin_ · 2026-02-04T21:40:23+00:00

$MSTR Michael Saylor talking about what would happen when $BTC hits $1M

Mr. CRYPTO @MrCrypto3706 · 2026-02-04T18:32:55+00:00

BREAKING MicroStrategy ($MSTR) has fallen to its lowest price since September 2024 as losses on its Bitcoin holdings approach $3 billion. The stock is now down 78% from its November 2024 all-time high.

MisterSpread @MisterSpread · 2026-02-04T15:49:35+00:00

$MSTR might go to my sub $100 target sooner than I thought, only -20% to go. See the pinned tweet for the full explanation.

Crypto Exponentials @BitcoinOnwards · 2026-02-04T01:34:43+00:00

Is @Strategy an acquisition / takeover bet? At ~$0.80 on the dollar to Bitcoin NAV, the real question isn’t if there’s a discount - it’s whether the discount is wide enough to trigger M&A interest. $MSTR is not just a Bitcoin proxy. It’s a regulated, levered, tax-advantaged

Adam Livingston @AdamBLiv · 2026-02-04T21:01:38+00:00

MSTR CRASHING - SAYLOR LIQUIDATED SOON? NO. NEVER. HERE'S WHY: youtu.be/NIDqXCCjJdk

Borg @Borg_Cryptos · 2026-02-04T18:59:33+00:00

$MSTR $133. The last time $MSTR was $133, they held 244,800 BTC. Today, they hold 713,502. The end of Strategy is CLOSE !

WF @WhaleFUD · 2026-02-04T11:43:18+00:00

BREAKING: Norway’s largest pension fund has increased its Bitcoin exposure to $13.5 million through MicroStrategy.

Paul Sztorc @Truthcoin · 2026-02-04T20:23:54+00:00

Saylor has special class B shares (only for himself), and owns +51% voting rights of MSTR (Or, he did the last time I checked) The most likely bankruptcy scenario for MSTR is: - Saylor's reputation destroyed - Treasury companies all fail - No one wants to lend to MSTR - New

Hekto @FridgeGate61454 · 2026-02-04T16:02:46+00:00

We are entering $MSTR liquidation zones. Buckle up. $BSV

Treasury Edge @TreasuryEdge · 2026-02-04T23:17:42+00:00

MICHAEL SAYLOR TRACKER 2/4 Michael Saylor @saylor and Strategy $MSTR currently hold 713,502 Bitcoin worth $52.06 Billion 713,502 Bitcoin is 3.39% of the Bitcoin that can ever exist

Tyler Rowe @TylerCompiler · 2026-02-04T19:12:03+00:00

First stream with @BTCtreasuries going live tomorrow! See you ahead of the MSTR Q4 earnings call on X, YouTube & Twitch! Get notified: youtube.com/watch?v=apdNwD … and don't forget to SUSBCRIBE!

Paul Barron Network @paulbarrontv · 2026-02-04T20:38:17+00:00

$6 BILLION Dollar WIPE OUT! WATCH NOW youtu.be/eCQDenpc3dE $BTC $ETH $SOL $AVAX $BMNR $MSTR

Peter Duan @BTCBULLRIDER · 2026-02-04T20:59:30+00:00

You can be angry at MSTR's stock price. You can be angry at the Bitcoin price. But I don't understand how you can blame that on Saylor buying 700K+ of Bitcoin? Where do you think Bitcoin price will be without that much buying pressure? Make it make sense.

xero @xerocooleth · 2026-02-04T22:52:39+00:00

Wale bought MSTR If Saylor sees Wale buying MSTR he'll dump and send us all to zero

Lazarillo Paradex XP Trading @ILiketoCope · 2026-02-04T07:40:53+00:00

Nonsense Saylor is up massively MSTR had $500M cash and $50M/yr profits with no growth Now they have $50B of BTC And you're looking at an irrelevant average cost His cost is $0

Becker @BeckerC999 · 2026-02-04T16:50:10+00:00

Actually, BTC needs these large-scale fluctuations to satisfy the demand from MSTR’s options market. As long as MSTR doesn’t collapse in the second half of this year, it will be a pretty good buying opportunity.

TVBee @blockTVBee · 2026-02-04T16:38:46+00:00

MSTR对BTC现在还是溢价的,只不过溢价非常非常少了。

Giannis Andreou @gandreou007 · 2026-02-04T16:00:01+00:00

ΓΙΑ ΠΡΩΤΗ ΦΟΡΑ, ΤΟ ΣΤΟΙΧΗΜΑ ΤΟΥ MICHAEL SAYLOR ΔΕΙΧΝΕΙ ΡΩΓΜΕΣ. Η Strategy ( $MSTR ) έχει πλέον αγοράσει Bitcoin σε μέση τιμή υψηλότερη από την τρέχουσα αγορά. 713.502 $BTC, κόστος άνω των $54 δισ., και αυτή τη στιγμή το χαρτοφυλάκιο βρίσκεται σε ζημιά στο χαρτί. Τι σημαίνει

Adrian Morris @_Adrian · 2026-02-04T22:47:21+00:00

She might have a point. $MSTY bro's, y'all good? We're in this $BTC | $MSTR downturn together.

Alex Costanzagram @atc6955 · 2026-02-04T17:32:31+00:00

Bitcoin to 65 then 25. $MSTR to 0.

cryptogeek @cxpitter4 · 2026-02-04T23:47:32+00:00

Michael Saylor’s Strategy $MSTR now sits on a $2.1 billion unrealized loss on its Bitcoin holdings as prices drop below $73,000. @saylor

ssj2abid @ssj2abid · 2026-02-04T13:53:36+00:00

Finally bit the bullet. After months of holding, I've reduced my alt positions + crypto proxy stocks (bmnr, coin, mstr, cyph), with aims to fully close soon if things do not turn, Expecting a little relief after the disastrous drop, hopefully will provide a good opportunity

Malvin @malachy_etiene · 2026-02-04T11:02:40+00:00

I just earned +128.222201 BSD in the simulation market. blockstreet.money/dashboard?invi … #BSDchallenge #BSDairdrop #AAPL #TSLA #MSFT #NVDA #CRCL #COIN #MSTR #BSD via @BlockSt_HQ

Chris Millas @ChrisMMillas · 2026-02-04T14:34:36+00:00

Strategy is the intersection of 3 systems: 1. Money 2. Bitcoin 3. Corporate Strategy $MSTR

Blockzeit @BlockzeitE · 2026-02-04T09:34:02+00:00

One company’s Bitcoin woes are turning into another’s windfall. As Strategy’s MSTR shares tumbled to post-September 2024 lows amid $BTC dipping below its average buy price of $76,052, GraniteShares’ 2x Short MSTR ETF (MSDD) soared to an all-time high of $114 per share. This 2x

Nobody @web3_Culture · 2026-02-04T18:12:38+00:00

Thought never crossed my mind a have a daily DCA order on BTC and MSTR never stopping

加密无畏 @cryptobraveHQ · 2026-02-04T12:52:30+00:00

BTC 从去年 12.6 万美元最高点回落至 7.6 万,跌幅约 40%;而加密概念股则普遍出现更深回撤。 其中,最具代表性的高 β 加密资产包括 Coinbase(COIN)、Circle(CRCL)和 Strategy(MSTR),其股价相较历史高点的跌幅分别为:Circle -81%,Strategy -75%,Coinbase -59%。 结构上,BTC

Du " @kherri2014 · 2026-02-04T10:19:55+00:00

I just earned +2358.616769 BSD in the simulation market. blockstreet.money/dashboard?invi … #BSDchallenge #BSDairdrop #AAPL #TSLA #MSFT #NVDA #CRCL #COIN #MSTR #BSD lewat @BlockSt_HQ