SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Far below the surface, where light no longer reaches and noise collapses into silence, the Sperm Whale endures.  It does not rely on speed or spectacle. It survives through mass, intelligence, and absolute awareness of its surroundings.  This project is shaped by the same principle — strength formed under pressure, movement guided by understanding, and conviction built where others cannot remain.  While the surface reacts, the deep decides.

The Sperm Whale

SPERMWHALE is driving intense community activity and speculative buying as traders anticipate a potential breakout and further price discovery. While some market participants express caution regarding volatility and project longevity, the active community remains focused on momentum and the potential for the stock to surpass previous highs.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as investors debate the company's massive cash hoard and its continued underperformance relative to broader market benchmarks. Community sentiment remains deeply divided, with some critics slamming management's lack of aggressive capital deployment into AI, while long-term supporters argue that the firm's defensive posture and pending leadership transition under Greg Abel offer stable value in a volatile market.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending on the back of a major $2.8 billion acquisition of the Serra Verde Group, a move widely discussed by the community as a strategic step toward building an end-to-end U.S. supply chain for critical magnets. Investors are closely monitoring the resulting volatility and share dilution implications, while technical analysts debate the sustainability of the recent breakout as interest in rare earth stocks remains heightened by ongoing geopolitical supply concerns.

ProShares Trust - ProShares Ultra Semiconductors 2X Shares

ProShares Ultra Semiconductors

The ProShares Ultra Semiconductors ETF ($USD) is capturing significant investor attention as momentum in the semiconductor sector remains robust, with traders actively debating whether to scale into the fund to capitalize on the continued growth of high-performance AI hardware. Community sentiment is currently driven by the fund's leveraged exposure to industry leaders, leading to intense discussions regarding technical entry points, re-accumulation strategies during market volatility, and the fund's historical performance relative to broader technology-linked ETFs.

Bitcoin Depot, Inc. engages in converting cash into crypto currency. It offers payments, spending, and investing space through its kiosks and BDCheckout product. The company was founded by Brandon Mintz in July 2016 and is headquartered in Sandy Springs, GA.

Bitcoin Depot Inc - Ordinary Shares - Class A

Bitcoin Depot Inc

Bitcoin Depot is trending as investors react to a significant quarterly profit surge and expanded kiosk partnerships, even as the stock deals with volatility from a recent share offering. The community is actively debating the stock's valuation versus its growth prospects, with many focused on whether current price levels present a long-term entry point for a sector leader that is actually profitable.

Polygon

Polygon is capturing attention as community members debate its potential for a turnaround, driven by active network usage in stablecoin payments and discussions around institutional adoption. Investors remain divided, balancing excitement over network activity and ecosystem developments against frustrations regarding recent price performance and circulating supply concerns.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is trending as investors debate its long-term industrial value against ongoing volatility, fueled by active community discussion regarding a potential strategic partnership with POSCO and the company's role in the domestic infrastructure supply chain. Traders are closely monitoring the stock's technical support levels and high short interest, weighing the impact of fluctuating commodity prices and sector-specific catalysts against concerns over the company's debt profile and leadership.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzle is trending as investors weigh potential bullish catalysts, including record transaction volume and aggressive share buybacks, against broader concerns over corporate governance and macroeconomic volatility. The community is actively debating the company's long-term profitability and valuation compared to BNPL competitors ahead of upcoming quarterly earnings.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is trending due to anticipation surrounding upcoming token burn mechanisms and potential legal developments, with the community actively discussing prospects for supply reduction and long-term price recovery. Enthusiastic participants are highlighting technical chart patterns and volume spikes, while debates continue among those viewing the project as a high-risk contrarian play versus those focused on its historical ecosystem utility.

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is seeing heavy social media volume as the community debates its long-term potential following recent quantum-security research and institutional accumulation. While some traders discuss the possibility of a price squeeze, others remain skeptical, focusing on the asset's historical price action and ongoing concerns about regulatory adoption.

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Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

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Apple Inc.

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<ul class="summary-bullets"><li>Peter Schiff said Bitcoin has “broken” despite pro-crypto momentum in the US, including supportive legislation and the creation of a strategic reserve.</li><li>The economist noted Bitcoin remains near $76,000, below prior highs above $110,000 cited from last year.</li><li>Schiff reiterated that while earlier investors may still profit, he does not expect new buyers to see similar gains and said Bitcoin will not replace gold.</li></ul>Economist Peter Schiff said on Thursday that Bitcoin (BTC) has “broken” despite a wave of supportive political and institutional developments in the US.Speaking in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=QccbFNjpsaQ&amp;t=1250s">interview</a> with TheStreet this week, Schiff, CEO and Chief Global Strategist of Euro Pacific Capital, explained that recent pro-crypto momentum, including supportive legislation, state-level initiatives, and the establishment of a US Bitcoin strategic reserve, has not translated into higher prices. “You’ve had a massive pumping of Bitcoin,” Schiff said, referring to the broader narrative around the asset.The comments we made by Schiff refer to President Trump’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.whitehouse.gov/presidential-actions/2025/03/establishment-of-the-strategic-bitcoin-reserve-and-united-states-digital-asset-stockpile/">March executive order</a>, in which he directed the Department of the Treasury to keep and concentrate around 200,000 Bitcoin previously seized through criminal and civil forfeitures as a strategic national asset rather than sell it.Schiff explained that “All of this good stuff should have resulted in a higher price for Bitcoin, and instead it resulted in a much lower price,” he said, describing the market as “very unhealthy.”&nbsp;Schiff added that while earlier investors may still profit from selling, he does not expect similar returns for new buyers. He also argued that Bitcoin will not replace gold as a store of value.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was up about 1% over the past 24 hours, trading above the $76,000 level, but remains below the highs above $110,000 seen last year, according to Schiff.&nbsp;On Stocktwits, the retail sentiment around BTC remained in the ‘neutral’ zone, while chatter around it remained at ‘normal’ levels over the past day.&nbsp;<h2 class="st-heading-2">Mixed Signals Across Markets</h2>Schiff’s bullish stance on gold comes as other asset classes show divergent trends. Gold was down about 0.22% on Saturday, while equities have continued to rally in recent sessions.Speaking on CNBC Squawk Box, the popular “Big Short” investor Steve Eisman&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/osKrww-RHGk?si=kTEZPHGkvhA_QbV2">said</a> technology stocks and banks have been advancing, while gold has lagged behind broader market gains, and has done “nothing.”&nbsp;However,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Washigorira/status/2050590108592615846?s=20">according</a> to analyst Titan of Crypto, Bitcoin’s current price movement mirrors the 2021-2022 cycle under the lens of a Gaussian channe. The current price level, said the analyst, stands at a major inflection point.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/Washigorira/status/2050590108592615846?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_02_at_11_09_28_AM_png_15452294fc.webp" alt="Screenshot 2026-05-02 at 11.09.28 AM.png" width="1062" height="974"></a><figcaption>Bitcoin Gaussian channel. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Washigorira">@Washigorira</a>/x</figcaption></figure>In the last cycle, Bitcoin traded below the lower band, then regained it. While BTC has moved above the midline, it has yet to fully reclaim the channel, leaving the near-term trend uncertain.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/michael-saylor-bitcoin-moment-justin-bieber-breakout/cZQoiJPRe7P">Michael Saylor Compares Bitcoin Moment To Justin Bieber’s Breakout—Says Investors Have 10 Years To Get In</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Peter Schiff speaks onstage during 'How a “Digital Gold” System Should Really Work' at The Queen Elizabeth II Conference Centre on June 02, 2023 in London, England. (Photo by Eamonn M. McCormack/Getty Images for London Blockchain Conference )

Peter Schiff Calls Bitcoin ‘Broken’—Thinks Policy Tailwinds Aren’t Enough

Schiff’s bullish stance on gold comes as other asset classes show divergent trends.

Peter Schiff Says ‘Bitcoin Is Broken’ —Thinks Policy Tailwinds Aren’t Enough

Cryptocurrency

Schiff’s bullish stance on gold comes as other asset classes show divergent trends.


<ul class="summary-bullets"><li>Michael Saylor said investors have about a decade to “stake their claim” in a new economy, calling Bitcoin the “digital manifestation of economic scarcity.”</li><li>He compared the opportunity to early YouTube-era breakouts like Justin Bieber, urging investors to use new tools to build wealth beyond traditional systems.</li><li>Blockstream CEO Adam Back echoed the view, describing Bitcoin treasury strategies as an arbitrage between today’s fiat system and a “hyperbitcoinized” future.</li></ul>Strategy (MSTR) Executive Chairman framed Bitcoin (BTC) as a rare anchor of ‘scarcity’ in a rapidly expanding, abundance-driven economy.Speaking on The Peter McCormack Show this week, Saylor&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=cDr8Ssi6gM0">explained</a> that investors now have a limited window to position themselves, arguing there are “roughly 10 years to stake your claim in the new economy.” At the center of that shift, he placed Bitcoin, calling it the “digital manifestation of economic scarcity” and “the highest form of capital ever created.”The Strategy Chairman framed the opportunity in generational terms, comparing it to early internet-era breakthroughs. “Do something nobody has done before, with tools not available to your parents,” he said, likening the moment to how Justin Bieber, the pop music sensation, was discovered on YouTube. He further described Bitcoin accumulation as a hedge against fiat debasement.<h2 class="st-heading-2">Bitcoin As Arbitrage Between Two Systems</h2>Saylor’s comments rest on a broader view that technological and artificial intelligence (AI) progress will drive an era of excess rather than shortage. “People worry there won’t be enough,” he explained. “The problem is there will be too much.” In that environment, he argued, owning scarce assets will become the only durable form of financial security.Blockstream CEO Adam Back also resonated with a similar view. Back, who invented Hashcash on which Bitcoin was based, recently&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/adam3us/status/2050029160110673972">described</a> Bitcoin treasury strategies as “an arbitrage between the fiat present and the hyperbitcoinized future,” emphasizing that capital was already beginning to reposition.<figure class="image"><a class="st-link-external" href="https://x.com/adam3us/status/2050029160110673972?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_02_at_10_14_12_AM_png_bb95c8d8c8.webp" alt="Screenshot 2026-05-02 at 10.14.12 AM.png" width="1058" height="268"></a><figcaption>Adam Back on Bitcoin's role. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/adam3us">@adam3us</a>/x</figcaption></figure><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $78,170, up about 1% over the past 24 hours. On Stocktwits, the retail sentiment around BTC moved to ‘bearish’ from the ‘neutral’ zone, while chatter around it remained at ‘normal’ levels over the past day.&nbsp;<h2 class="st-heading-2">Traditional Markets Still Hold Ground</h2>The outlook, however, stands in contrast to more conventional market views.&nbsp;Steve Eisman, the investor known for his role in “The Big Short,” where he bet against the US housing market ahead of the 2008 financial crisis,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=osKrww-RHGk">said</a> he does not see major risks in current conditions.Speaking to CNBC on Friday, Eisman described the economy as increasingly “K-shaped,” in which sectors diverge sharply, with areas like AI and large banks performing strongly while others lag behind.“I don’t have a problem with the market right now,” he said, adding that he prefers traditional financial institutions. “I don’t like alternatives,” Eisman noted, while reiterating his bullish stance on banks.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iran-reopen-strait-of-hormuz-nuclear-talks-president-trump-rejects/cZQoQUZRe7R">Iran Offers To Reopen Strait Of Hormuz, Delays Nuclear Talks, But President Trump Rejects Proposal: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Saylor speaks at the Bitcoin Conference 2026, a premier event for cryptocurrency and blockchain enthusiasts, held in Las Vegas, Nevada, United States on April 27, 2026. (Photo by Tayfun Coskun/Anadolu via Getty Images)

Michael Saylor Compares Bitcoin Moment To Justin Bieber’s Breakout—Says Investors Have 10 Years To Get In

Steve Eisman, the “Big Short” investor, said equities and banks are healthy in the current economy, a contrast to the crypto industry's forecast.

<ul class="summary-bullets"><li>The crypto rally was accompanied by approximately $281 million in crypto liquidations, with short positions accounting for $216 million.</li><li>Bitcoin alone saw roughly $131 million in liquidations.</li><li>Dogecoin led gains among major cryptocurrencies, supported by news of Shuttle Pharaceutical Holdings acquiring United Dogecoin, with the intention of becoming the world’s largest Dogecoin miner.&nbsp;</li></ul>Bitcoin (BTC) rallied on Friday afternoon after oil prices eased following reports that Iran has sent a fresh peace proposal to end the war with the U.S. to Pakistan.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> rose 2.6% in the last 24 hours to around $78,300, after nearly crossing $80,000 in intraday trade. Retail sentiment around the apex cryptocurrency on Stocktwits trended in ‘neutral’ territory over the past day, accompanied by ‘normal’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_01_131022_png_410d6edb5f.webp" alt="Screenshot 2026-05-01 131022.png" width="1263" height="141"><figcaption>BTC retail sentiment and message volume on May 1 as of 12:30 p.m. ET | Source: Stocktwits</figcaption></figure>The rally in Bitcoin led to $281 million liquidations in the last 24 hours, with the lion’s share of $216 million coming from short bets. Bitcoin saw around $131 million liquidated over the past day, with Ethereum (ETH) seeing nearly $50 million in forced unwinds.&nbsp;Ethereum’s<a href="https://stocktwits.com/coins/ethereum"> price</a> rose 1.9% in the last 24 hours, reclaiming the $2,300 mark. Retail sentiment around the leading altcoin trended in ‘bearish’ territory over the past day, accompanied by ‘normal’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_01_131054_png_b23e789493.webp" alt="Screenshot 2026-05-01 131054.png" width="1259" height="142"><figcaption>ETH retail sentiment and message volume on May 1 as of 12:30 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why Is Crypto Rising?</h2>Oil prices fell after reports that Iran responded to U.S. amendments to a draft agreement aimed at ending the conflict. U.S. West Texas Intermediate (WTI) crude declined 3.5% to just above $101 per barrel, while Brent crude dropped 2.3% to trade above $108.&nbsp;The United States Oil Fund (USO) also fell 3.5% in midday trading, reflecting broader weakness in energy markets. On Stocktwits, retail sentiment around the ETF trended in ‘bearish’ territory over the past day, accompanied by ‘normal’ levels of chatter.&nbsp;<h2 class="st-heading-2">Dogecoin Leads Altcoin Gains Amid Corporate Catalyst</h2>Among altcoins, Dogecoin (DOGE) led the top 10 cryptocurrencies by market capitalization.&nbsp;<a href="https://stocktwits.com/coins/dogecoin">DOGE’s price</a> rose 2.1% in the last 24 hours. Retail sentiment around the meme token trended in ‘bullish’ territory, accompanied by ‘high’ levels of chatter.In addition to the broader cryptocurrency market trending higher, momentum behind Dogecoin was also driven by Shuttle Pharaceutical Holdings (SHPH)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-shph-stock-soaring-dogecoin-mining-pivot/cZQVTbsRee5">acquiring</a> United Dogecoin, with the intention of becoming the world’s largest Dogecoin miner. While DOGE rallied,&nbsp;<a href="https://stocktwits.com/symbol/SHPH">SHPH’s stock</a> dumped nearly 16% in midday trade on Friday.Ripple’s XRP (XRP) rose nearly 2% in the last 24 hours but remained below $1.40. Solana (SOL) rose 1.4% in the last 24 hours and also struggled, trading below $85.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/riot-stock-rises-after-target-hike-ceo-flags-inflection-point/cZQV5GFReeE">RIOT Stock Rises After Clear Street Price Target Hike – CEO Flags ‘Inflection Point’ In Data Center Strategy</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

A neon sign advertises a Bitcoin and Ethereum crypto currency exchange in Warsaw, Poland, on January 4, 2025.

Bitcoin Rises Toward $80,000 After Oil Drops On Iran Peace Signals – Triggers $200 Million Short Squeeze

Bitcoin’s price rose to an intraday high of nearly $80,000 as oil prices eased after reports of a potential Iran-U.S. peace deal.

Bitcoin Price Nears $80,000 On Cooling Oil Prices After Iran Peace Proposal

Bitcoin’s price rose to an intraday high of nearly $80,000 as oil prices eased after reports of a potential Iran-U.S. peace deal.


<ul class="summary-bullets"><li>Bitcoin rose about 14% during the month, broadly in line with equity index performance.</li><li>April marked a sharp reversal from March, when stocks declined and Bitcoin showed relative resilience.</li><li>U.S. spot Bitcoin ETFs recorded roughly $2 billion in net inflows, supporting BTC’s performance.</li></ul>U.S. stocks added roughly $5.3 trillion in market value in April, dwarfing crypto's $230 billion gain, but Bitcoin (BTC) held its own, posting its best monthly performance in over a year even as the broader digital asset market lagged far behind equities.Bitcoin rose about 14.25% in April, roughly in line with gains in major stock indexes. The S&amp;P 500 jumped 12.35% and the Nasdaq surged 17.40% in April. The former closed above the 7,200 threshold for the first time ever, helping both the S&amp;P 500 and Nasdaq secure their strongest monthly performances since 2020.&nbsp;The S&amp;P 500 recorded its biggest monthly percentage gain since November 2020, while the Nasdaq's monthly gain was its largest since April 2020.&nbsp;U.S. equities were in the green on Friday morning. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was up 0.64%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) gained 0.34%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) moved 0.93% higher. Retail sentiment around SPY on Stocktwits trended in ‘bullish’ territory over the past day, accmopanied by chatter at ‘low’ levels.&nbsp;<h2 class="st-heading-2">April Rally Marks Sharp Reversal From March Sell-Off</h2>April’s gains followed a volatile March.. The S&amp;P 500 closed out March with a monthly loss of 5.1%, its largest monthly decline in a year and its third in the past four months. U.S. stocks shed approximately $1.3 trillion in market value that month, while Bitcoin eked out a slim gain of around $40 billion, quietly outperforming equities in the chaos.&nbsp;The March sell-off was driven by escalating geopolitical risks in the Middle East following the U.S. military engagement with Iran, rising oil prices, and concerns over potential U.S. recession. April's rally was a sharp reversal. The same war that crushed stocks in March became a backdrop that markets ultimately looked past.&nbsp;In April, the drivers were a familiar cocktail of macro relief and corporate earnings. A strong first-quarter (Q1) earnings season, as well as hopes for easing tensions in the Middle East, ultimately boosted stocks higher.&nbsp;The market has staged a sharp rally of about 13% since late March, its sharpest rise since April 2020, fueled by improving geopolitical sentiment and rising corporate confidence, according to Goldman Sachs Research.&nbsp;<h2 class="st-heading-2">Bitcoin Holds Ground as Institutional Flows Continue</h2>Against the backdrop of equities, crypto's gains looked more modest, even though Bitcoin performed creditably. BTC’s price rose 14.25% for the month, roughly in line with equities on a percentage basis, reflecting the continued institutionalization of the asset.&nbsp;U.S.-based spot Bitcoin ETFs recorded approximately $2 billion in net inflows during April, the highest monthly total this year, with BlackRock's iShares Bitcoin ETF (IBIT) continuing to lead institutional demand.&nbsp;However, the wider crypto market told a more subdued story. The total crypto market cap rose 11.02% in April, and stripping out Bitcoin, the rest of the market gained just 5.20% — barely a third of what equities returned.&nbsp;Bitcoin dominance sat at around 60% in April, with the Altcoin Season Index squarely in "Bitcoin Season" territory at 39 out of 100, meaning Bitcoin continued to command over half of total crypto value with no sustained shift toward altcoin leadership.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> rose 2.4% in the last 24 hours to around $78,100, kicking off May in the green. Retail sentiment around the apex cryptocurrency on Stocktwits remained in ‘neutral’ territory over the past day, accompanied by chatter at ‘normal’ levels.&nbsp;The gap reinforces a broader trend in 2026, where institutional money continues to flow predominantly into Bitcoin rather than the wider crypto ecosystem, keeping altcoins relatively subdued even in a risk-on month.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/riot-stock-rises-after-target-hike-ceo-flags-inflection-point/cZQV5GFReeE">RIOT Stock Rises After Clear Street Price Target Hike – CEO Flags ‘Inflection Point’ In Data Center Strategy</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Representative image of Bitcoin with stock market data. (Source: Andriy Onufriyenko/Getty Images)

US Stocks Add $5 Trillion In April After March Rout – Crypto Lags At $230 Billion Despite Bitcoin Strength

U.S. equities added approximately $5.3 trillion in market value in April, significantly outpacing crypto’s $230 billion gain.

Bitcoin Flexes Muscle, But Crypto Still Lags Stocks’ $5 Trillion Rebound In April

<ul class="summary-bullets"><li>Bitcoin advanced nearly 14% for the month but posted only a 0.3% gain over the past week, trailing DOGE’s momentum.</li><li>DOGE broke above the $0.10 level for the first time in two months, marking a key technical milestone during the rally.</li><li>Zcash led large-cap altcoins with a roughly 42% monthly gain, while XRP declined 3.4% over the past week despite modest gains in April.</li></ul>Dogecoin (DOGE) led gains among major cryptocurrencies in April, outperforming Bitcoin (BTC), and was the only top token to post double-digit gains in the final week of the month.<a href="https://stocktwits.com/coins/dogecoin">Dogecoin’s price</a> rose 2.3% in the last 24 hours to around $0.10, according to CoinGecko data. The leading meme token gained more than 11% over the past week, and more than 17% in the month of April.&nbsp;The rally came as DOGE surged past the psychological $0.10 resistance on Thursday, marking its highest price in two months. On Stocktwits, retail sentiment around DOGE trended in ‘bullish’ territory over the past day, but chatter dipped to ‘high’ from ‘extremely high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_01_090318_png_a4d066ef3d.webp" alt="Screenshot 2026-05-01 090318.png" width="1275" height="151"><figcaption>DOGE retail sentiment and message volume on May 1 as of 9:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Bitcoin Weekly Gains Trail DOGE Despite Strong Monthly Performance</h2><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> also rose around 2.3% in the last 24 hours to cross $78,000. The apex cryptocurrency gained nearly 14% in the month of April and edged higher by just 0.3% in the past week. Retail sentiment around BTC on Stocktwits trended in ‘neutral’ territory over the past day, accompanied by ‘normal’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_01_090508_png_14caf948a9.webp" alt="Screenshot 2026-05-01 090508.png" width="1266" height="151"><figcaption>BTC retail sentiment and message volume on May 1 as of 9:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Ethereum Stabilizes While XRP Weakens</h2>Among altcoins, Ethereum (ETH) closed April with a solid recovery but fell 1.1% in the last week. Despite the drop, ETH price held on to roughly a 7% gain from its April opening price, marking the second consecutive green monthly candle after six months of consecutive downside.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price&nbsp;</a>rose over 2% in the last 24 hours, recovering to above $2,300. Retail sentiment on Stocktwits around the leading altcoin trended in ‘bearish’ territory over the past day, accompanied by chatter at ‘normal’ levels.&nbsp;Ripple’s XRP (XRP) was the worst-hit over the past week.&nbsp;<a href="https://stocktwits.com/coins/ripple">XRP’s price</a> gained 1.1% over the last 24 hours but fell 3.4% over the last seven days. In the month of April, Ripple’s token gained around 2.4%. Retail sentiment around the altcoin trended in ‘extremely bearish’ territory over the past day, while chatter fell to ‘low’ from ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_01_090919_png_8c1a465295.webp" alt="Screenshot 2026-05-01 090919.png" width="1261" height="136"><figcaption>XRP retail sentiment and message volume on May 1 as of 9:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Zcash Emerges As Top Performer Among Large Caps</h2>Zcash (ZEC) was the standout large-cap performer for the month, posting gains of roughly 42%. Among the top 50 coins by market cap, Zcash capitalized the most on incoming liquidity as the Iran-U.S. tensions eased, with ZEC price rising over 40% from its lowest level in a seven-day stretch.&nbsp;<a href="https://stocktwits.com/coins/zcash">ZEC’s price</a> rose 4.6% in the last 24 hours to over $350. On Stocktwits, retail sentiment around the privacy-focused coin fell to ‘bearish’ from ‘neutral’ over the past day, while chatter remained at ‘low’ levels.&nbsp;<h2 class="st-heading-2">Why Did Crypto Market Rise In April?</h2>The broader crypto recovery in April occurred amid an increase in institutional demand and geopolitical tailwinds. The U.S.-Iran ceasefire helped ease oil price pressures that had earlier stoked inflation fears, contributing to a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-price-surge-to-75-000-signals-short-lived-us-iran-blockade/cZJqacLRIvT">short squeeze</a> in crypto markets that liquidated hundreds of millions in bearish positions and gave an initial lift to Bitcoin.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_01_085520_png_3ebdf651c4.webp" alt="Screenshot 2026-05-01 085520.png" width="2581" height="1024"><figcaption>Top 10 cryptocurrencies by market capitalization. | Source: CoinGecko</figcaption></figure>U.S. spot Bitcoin ETFs have now accumulated more than $53 billion in net inflows since their 2024 launch, far surpassing initial projections, with major players including BlackRock's iShares Bitcoin Fund (IBIT) and Fidelity Wise Origin Bitcoin Fund (FBTC)&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-etfs-enter-big-boy-billion-inflows/cZBd0iARIzW">leading recent buying</a>.&nbsp;Corporate buying added further momentum. Strategy (MSTR) purchased 34,164 bitcoin for about $2.54 billion between April 13 and 19, at an average price of roughly $74,395 per coin, marking one of the company’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mstr-buys-bitcoin-2-5b-becomes-largest-btc-holder/cZBdaJgRIyy">biggest hauls</a> ever. The Michael Saylor-backed company&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/michael-saylor-latest-bitcoin-buy-is-10x-smaller-after-2-5-b-spending/cZBN83YRePG">purchased</a> an additional 3,273 bitcoin for about $255 million in the week ending April 26, bringing its total holdings to 818,334 BTC.&nbsp;According&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://yellow.com/news/bitwise-strc-bitcoin-20-percent-rally">to</a> Bitwise CIO Matt Hougan, Strategy's purchases of roughly $7.2 billion worth of Bitcoin over the prior eight weeks were the main catalyst for Bitcoin's recent 20% rally.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/riot-stock-rises-after-target-hike-ceo-flags-inflection-point/cZQV5GFReeE">RIOT Stock Rises After Clear Street Price Target Hike – CEO Flags ‘Inflection Point’ In Data Center Strategy</a>For updates and corrections, email newsroom[at]stocktwits[dot]com &nbsp;

Bitcoin and Dogecoin cryptocurrency coins are pictured in Kyiv on 08 July, 2021. (Photo by STR/NurPhoto via Getty Images)

Dogecoin Outpaces Bitcoin In April – Leads Weekly Gains Among Crypto Majors As XRP Lags

Dogecoin rose more than 17% in April and gained over 11% in the final week, outperforming all major cryptocurrencies in that period.

<ul class="summary-bullets"><li>Paul Tudor Jones called Bitcoin a rare “knockout” macro trade, pointing to its 2020 surge as a prime example of opportunity driven by policy shifts.</li><li>He reiterated Bitcoin is “unequivocally the best inflation hedge,” citing its fixed supply and advantage over gold.</li><li>Jones warned of risks including cybersecurity threats and quantum computing, despite backing its long-term macro appeal.</li></ul>Veteran macro trader Paul Tudor Jones said on Tuesday that Bitcoin&nbsp; (BTC) has emerged as one of the top inflation hedges, calling it the standout “inflation trade” during market upheaval.“Bitcoin is unequivocally the best inflation hedge that there is more than gold, because Bitcoin is finite,” he said during the Invest Like The Best&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=S31J5ACsOqU">podcast</a>. “There's only so much Bitcoin that can be mined.”Jones used Bitcoin's 2020 rise as an example. Jones compared trading to a boxing fight in which investors wait for the opportunity to strike especially as he said Bitcoin remained one of the most appealing macro bets, calling it a rare “knockout” chance in the 2020 markets due to its deflationary feature. “Just Bitcoin, 2020 knockout… You have these incredible opportunities at times.”&nbsp;He said that such changes are often driven by major macroeconomic triggers, especially&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-crossexchange-trading-volume-spikes-fed-rate-cut/cZBobX5Redk">actions by central banks</a> and governments that create imbalances in the economy. Bitcoin surged roughly&nbsp;300% in 2020, climbing from around $7,000 to nearly $29,000 by year-end, according to CoinGecko data.He also underlined structural concerns associated with the asset's digital nature, such as cybersecurity issues, as well as the longer-term consequences of quantum computing.&nbsp;However, Jones pointed to Bitcoin’s scarcity and decentralized character as crucial virtues in a period of increasing fiscal stimulus and monetary intervention, despite those worries.<h2 class="st-heading-2">Jones Calls Bitcoin Best Inflation Hedge</h2>Paul Tudor Jones has been bullish on Bitcoin for some time now, calling it the best inflation hedge and a “great speculation.” Paul Tudor Jones first revealed he was investing in Bitcoin in May 2020, during the height of pandemic-era stimulus, calling it a hedge against inflation driven by central bank money printing.At the time, he compared Bitcoin to gold in the 1970s, framing it as part of a broader “inflation trade” strategy.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $76,148, down 0.9% in the last 24 hours. On Stocktwits, retail sentiment around the asset remained in the ‘bullish’ zone, while chatter stayed at ‘normal’ levels over the past day.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/michael-selig-says-cftc-will-use-ai-to-filter-crypto-applications-target-fraud-and-insider-trading-report/cZBoPWsRedM">Michael Selig Says CFTC Will Use AI To Filter Crypto Applications, Target Fraud And Insider Trading: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Founder of The Robin Hood Foundation, Paul Tudor Jones speaks onstage during the Robin Hood Benefit at Jacob Javits Center on October 20, 2021 in New York City. (Photo by Kevin Mazur/Getty Images for Robin Hood Foundation)

Bitcoin Is The ‘Best’ Inflation Hedge, Says Veteran Macro Trader Paul Tudor Jones

The veteran trader has been bullish since 2020, when he first bought Bitcoin as an inflation hedge during pandemic-era stimulus.

<ul class="summary-bullets"><li>MSTR Executive Chairman Michael Saylor stated that issuing STRC allows the company to raise capital and immediately deploy it into Bitcoin, creating exposure without relying solely on equity issuance.</li><li>Saylor outlined a three-layer financial model consisting of Bitcoin as digital capital, STRC as digital credit, and stablecoin-linked products as digital money.</li><li>He added that STRC could eventually underpin yield across crypto platforms, including exchange-based accounts and stablecoin “savings coins,” positioning it as a core building block in digital finance.</li></ul>Strategy (MSTR) executive chairman Michael Saylor believes that integrating Strategy's preferred stock STRC into public ETFs is the critical next step in expanding demand for Bitcoin (BTC) and amplifying returns for MSTR shareholders.Speaking at the Bitcoin 2026 Conference on Monday, he framed it as part of a deliberate three-layer capital architecture he believes will define digital finance. "I think important integrations are integrating Stretch into public ETFs," Saylor said, describing the third layer of Strategy's stack as "digital money." According to him, the logic is structural. Saylor outlined how selling STRC preferred stock generates upfront Bitcoin gains without diluting common shareholders.&nbsp;"If we sell $10 billion of STRC, we'll generate a $10 billion gain on that upfront. Most of the BTC gain and the yield comes from the credit, not from the equity right now." Every dollar of STRC sold buys Bitcoin. Bitcoin appreciation widens the NAV gap. A wider NAV gap allows MSTR equity to be sold at a premium, generating further amplification.&nbsp;"When we're selling the equity at a premium to the underlying NAV, it turns out to be accretive to the common stock and a benefit to the credit investor," he said.<h2 class="st-heading-2">ETF Demand Builds Around Digital Credit Products</h2>The ETF infrastructure is already forming around STRC. On Monday, Nakamoto's UTXO Management launched a dual-class structured fund targeting STRC at the Bitcoin 2026 Conference, with CIO Tyler Evans noting the market "has matured significantly, but institutional access remains fragmented.Meanwhile, BlackRock's&nbsp;<a href="https://stocktwits.com/symbol/PFF">iShares Preferred &amp; Income Securities ETF (PFF)</a> holds approximately $210 million in STRC as its fourth-largest position.&nbsp;<a href="https://stocktwits.com/symbol/ASST">Strive (ASST)</a> and Tuttle Capital&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/vivek-ramaswamy-backed-strive-plans-bitcoin-credit-etf-tied-to-mstr-asst/cZERAC2RIN7">filed</a> for DGCR, the first dedicated digital credit ETF, on March 30, awaiting approval from the Securities and Exchange Commission (SEC).&nbsp;<h2 class="st-heading-2">Stablecoins And Exchanges Could Extend STRC Demand</h2>Saylor said crypto exchanges could eventually offer “digital yield accounts” that pay fixed returns on deposits, while stablecoin issuers may use instruments like STRC to generate yield for users.He stated that the final layer targets the $350 billion stablecoin market. "STRC powers the yield on savings coins," Saylor said, adding that the plumbing for all three layers is actively being built.<a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> fell 2.7% in afternoon trade. On Stocktwits, retail sentiment around the company trended in ‘bullish’ territory over the past day and chatter remained at ‘high’ levels.&nbsp;The dip in Strategy’s shares amid weakness in the cryptocurrency market, with Bitcoin’s price trying to hold the critical support level of $76,000.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">BTC’s price</a> fell 1% to around $76,100 after dipping below the threshold earlier in the session.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-apocalypse-coming-tim-draper-sees-shift-from-dollars-to-btc/cZB8xqARedJ">Bitcoin ‘Apocalypse’ Coming? Billionaire Tim Draper Predicts ‘Cataclysmic’ Shift From Dollars To BTC</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Saylor (left) and Lee Counselman (right) speak at the Bitcoin Conference 2026, held in Las Vegas, Nevada, United States on April 27, 2026. (Photo by Tayfun Coskun/Anadolu via Getty Images)

Michael Saylor Says Strategy’s STRC Push Into ETFs Signals Next Phase of Bitcoin Demand

At Bitcoin Conference 2026, Michael Saylor positioned MSTR’s STRC integration into ETFs as a central driver of future Bitcoin demand.

Michael Saylor Says ETF Integration Of STRC Is the Next Unlock For Bitcoin, MSTR

At Bitcoin Conference 2026, Michael Saylor positioned MSTR’s STRC integration into ETFs as a central driver of future Bitcoin demand.


Kevin Warsh, chairman of the US Federal Reserve, speaks during a Senate Banking, Housing, and Urban Affairs Committee confirmation hearing on April 21, 2026 in Washington, DC. (Photo by Chen Mengtong/China News Service/VCG via Getty Images)

Bitcoin Cross-Exchange Trading Volume Spikes 136% Ahead Of Fed Rate Cut Decision

Negative Coinbase Premium Index suggests weak Bitcoin spot demand despite bottoming signs. 

<ul class="summary-bullets"><li>Tim Draper is an early backer of Tesla, Skype, and Hotmail, and said he got into Bitcoin back in 2002.</li><li>According to him, Bitcoin ownership has evolved from a speculative investment into a form of financial protection.</li><li>He warned that fiat currencies may lose value over time, increasing the importance of alternative assets like Bitcoin.</li></ul>Billionaire and founder of Draper Associates, Tim Draper, said at the Bitcoin Conference 2026 that a “cataclysmic” run on the banking system is inevitable, and those without any Bitcoin (BTC) in their portfolio will likely be left behind."An apocalypse is coming where everyone runs to the bank and says, 'I don't want dollars, I want Bitcoin,'" Draper&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=qw2Y6KyIG78">said</a>. "You are going to be the survivors."Draper, an early backer of Tesla (TSLA), Skype, and Hotmail, said he got into Bitcoin back in 2002 when a friend’s son asked for a virtual sword in the game ‘Lineage.’ According to him, the evolution of the world towards a pixel-based economy is reaching its final stage, where Bitcoin replaces the bank-led “glass and steel” era.He described a scenario in which a loss of confidence in fiat currencies triggers a rush to convert bank deposits into Bitcoin. “Everybody runs and tries to get their money out of the banks and put it into Bitcoin,” Draper said, adding that such a shift “can be a cataclysmic event.”<h2 class="st-heading-2">Bitcoin Holdings Are A ‘Survival Strategy’</h2>Draper said he lost a chunk of his initial holdings in digital assets during the 2014 Mt. Gox collapse. He stated that his conviction remains unshaken even as BTC holds the $76,000 level.&nbsp;"I’m just riding it up and down and through the forest," Drape said. According to him, holding Bitcoin has shifted from an "interesting opportunity" to a moral and fiduciary obligation.The billionaire outlined three specific tiers for his "Survival Strategy.” For families, he recommended holding at least six months of financial reserves in Bitcoin to hedge against potential currency devaluation.&nbsp;He thinks businesses should keep enough Bitcoin to cover at least a month's worth of payroll, just in case the banking system gets disrupted. And for governments, having some Bitcoin set aside could really help keep things stable when their currency is under a lot of stress. This way, they can be better prepared to handle any financial shocks that might come their way.&nbsp;Tim Draper compared a million-dollar Confederate bill his dad gave him when he was a kid to the money we use today. He said that the dollar and other kinds of money made by governments are not good investments because they lose value over time."I used to say, 'Hey, buy some Bitcoin, it's fun,'" Draper concluded. "Now I say, you better hold Bitcoin. If you want to protect your family, your company, or your country, you better have it. It’s irresponsible not to."<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> tumbled nearly 2% in the last 24 hours, trying to hold above its key support level of $76,000. Retail sentiment around the apex cryptocurrency on Stocktwits trended in ‘bullish’ territory over the past day, accompanied by chatter at ‘normal’ levels.&nbsp;&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/trump-admin-teases-big-announcement-on-25-b-us-bitcoin-reserve/cZB8sWcRe5u">White House Crypto Advisor Hints ‘Big Announcement’ On Trump’s $25B Bitcoin Reserve Amid ARMA Act Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tim Draper, Founder, Draper Associates, on Q&A Stage during day two of Web Summit Rio 2023 at Riocentro in Rio de Janeiro, Brazil. (Photo By Stephen McCarthy/Sportsfile for Web Summit Rio via Getty Images)

Bitcoin ‘Apocalypse’ Coming? Billionaire Tim Draper Predicts ‘Cataclysmic’ Shift From Dollars To BTC

At Bitcoin Conference 2026, billionaire Tim Draper said a large-scale shift from fiat currencies to Bitcoin could trigger a run on the banking system.

<ul class="summary-bullets"><li>At Bitcoin Conference 2026, Michael Saylor said Bitcoin may face a “supply shock” driven by limited availability and rising demand.</li><li>He estimated that between $20 billion and $100 billion in new credit could enter the market over the next year, compared with roughly $10 billion in Bitcoin available for sale.</li><li>Saylor stated the current period is akin to a “Cambrian explosion,” citing a sharp acceleration in innovation across the crypto industry.</li></ul>Shares of Strategy (MSTR) edged lower in pre-market trade on Tuesday as uncertainty between the U.S. and Iran continued to stress markets, but according to Executive Chairman Michael Saylor, there’s a “supply shock” in the works alongside a “Cambrian explosion” for the cryptocurrency industry.&nbsp;“I think there's gonna be a Cambrian explosion,” Saylor <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=pO1HuXTl0eY">said</a> at Bitcoin Conference 2026. “In just the past 12 weeks I've seen more innovation in this space than in the previous 5 years.”<a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> fell 1.8% in pre-market trade bbut retail sentiment on Stocktwits around the ticker remained in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_28_074930_png_1b83562b0e.webp" alt="Screenshot 2026-04-28 074930.png" width="1267" height="144"><figcaption>MSTR retail sentiment and message volume on April 28 as of 7:30 a.m. ET | Source: Stocktwits</figcaption></figure>The dip in Strategy’s shares came alongside weakness in the cryptocurrency market, with Bitcoin (BTC) down 1.6% in the last 24 hours.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> fell to around $76,600, with retail sentiment on Stocktwits&nbsp; trending in ‘bullish’ territory over the past day. Chatter stayed at ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_28_074941_png_33b5571685.webp" alt="Screenshot 2026-04-28 074941.png" width="1280" height="152"><figcaption>BTC retail sentiment and message volume on April 28 as of 7:30 a.m. ET | Source: Stocktwits</figcaption></figure>Retail traders on Stocktwits are also anticipating that a supply shock will hit, but remain uncertain about when the market will turn.<stembedurl>https://stocktwits.com/moonpatrol/message/651585441</stembedurl><h2 class="st-heading-2">Why Is There A Bitcoin Supply Shock Coming?</h2>Mike Novogratz, chief executive of Galaxy Digital, also&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/galaxy-ceo-saylor-bitcoin-buying-supply-shock/cZBK1RQRe2G">said last week</a> he that a Bitcoin “supply shock” is likely, but stated that it is largely being driven by Strategy’s aggressive accumulation. The company bought Bitcoin worth $2.5 billion last week, overtaking BlackRock’s iShares Bitcoin Fund (IBIT).Novogratz said Saylor was buying Bitcoin at a scale that is beginning to strain available supply, purchasing “multiple billions per week.” According to him, “there is not enough supply” to meet that level of demand.<a href="https://stocktwits.com/symbol/GLXY">GLXY’s stock</a> was among the top trending tickers on Stocktwits at the time of writing, rising 1.4% in pre-market trade despite weakness in the broader market after its first quarter (Q1) earnings beat market estimates. Retail sentiment around the company trended in ‘bullish’ territory, accompanied by ‘normal’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_28_074955_png_aa7c57b009.webp" alt="Screenshot 2026-04-28 074955.png" width="1256" height="145"><figcaption>GLXY retail sentiment and message volume on April 28 as of 7:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Saylor Points To Broader Bitcoin Drivers Beyond MSTR</h2>During his fireside chat at Bitcoin Conference 2026, Saylor agreed that supply constraints are building, but said it’s because of more than just Strategy’s purchases alone.He noted a mismatch between incoming capital and available Bitcoin, estimating that between $20 billion and $100 billion in new credit could form over the next 12 months, compared with roughly $10 billion in Bitcoin available for sale. “So I think that we're setting up a massive supply shock,” Saylor said.The MSTR executive chairman said that capital is flowing into Bitcoin at a faster pace, while new financial infrastructure is emerging globally. According to Saylor, markets across regions including the U.S., UAE, Europe, and Asia are contributing to this expansion.He also pointed to JPMorgan, Citi, Charles Schwab, Morgan Stanley, Barclays and other big banks on Wall Street coming deepening their ties in the cryptocurrency industries as factors driving demand.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/trump-admin-teases-big-announcement-on-25-b-us-bitcoin-reserve/cZB8sWcRe5u">White House Crypto Advisor Hints ‘Big Announcement’ On Trump’s $25B Bitcoin Reserve Amid ARMA Act Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Saylor speaks at the Bitcoin Conference 2026, held in Las Vegas, Nevada, United States on April 27, 2026.(Photo by Tayfun Coskun/Anadolu via Getty Images)

Michael Saylor Predicts Bitcoin ‘Supply Shock’ Amid MSTR’s Buying Spree – Sees ‘Cambrian’ Explosion Ahead

MSTR’s stock edged lower in pre-market trade alongside broader crypto market weakness tied to geopolitical tensions.

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Current Price	$44.47
Prev Close	$43.32
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50-Day Moving Average	$40.53
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