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Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BankrCoin (BNKR) is gaining traction as investors speculate on its potential as a critical infrastructure project within the AI-agent ecosystem on the Base network. The community is actively debating the project's utility and long-term valuation, with many users advocating for a 'hold' strategy to counter volatility and bot-driven price action.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is currently a focal point for investors as the community closely tracks its upcoming earnings and an activist letter demanding strategic changes, including potential cost-cutting and share buybacks. Market participants are debating whether these initiatives and a growing insurance-based model will finally catalyze a turnaround for the stock, while others highlight the high short interest as a setup for potential volatility.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is seeing significant investor attention as the market eagerly anticipates Q1 earnings, with the community closely tracking potential new hyperscaler lease agreements and infrastructure execution updates. Analysts remain largely bullish on the company's pivot from Bitcoin mining to high-performance computing, driving heavy discussions around its long-term growth potential in the AI infrastructure sector.

A community-driven memecoin created to protect and empower crypto users, CTOs, and low-marketcap gems. Our ecosystem features weekly crypto talks/hosting services, a “Most Wanted" scam tracker, and a "Portfolio" with partnered projects. We help others succeed through long-term partnerships and services.   Weekly Hosting: a weekly hosting service where the team and community come together to talk about crypto and project updates. We will invite guests from rugged projects who want to talk/share insight, invite CTO/low market cap projects to come speak about what they are doing, and give dedicated time for partnered projects to speak on updates for our listeners.   Portfolio: webpage highlighting CTOs, low market cap gems, and strong founding teams. Projects must meet internal standards: long-term vision, accountable/transparent  leadership, real utility or original design, fair incentives, and consistent execution.  Commitment Mechanism: Projects signal alignment with $RCON’s values by voluntarily burning $RCON, demonstrating long-term conviction and shared responsibility. The Marketcap of $RCON dictates burn tiers for each new project.  &lt; 250k Marketcap - variable at team discretion 250k - 500k Marketcap - $1,000 USD 500k - 1M Marketcap - $1,500 USD 1M - 2.5M Marketcap - $2,000 USD 2.5M - 5M Marketcap - $3,000 USD 5M - 10M Marketcap - $4,000 USD 10M+ Marketcap - $5,000 USD  Most Wanted: A webpage highlighting community-reported concerns, risk indicators, and educational insights related to suspected scams, exploits, or high-risk crypto activity. Content is aggregated from public posts using hashtag #RRMW (Recon Raccoon’s Most Wanted) on X and reflects community observations and opinions for informational purposes only. Inclusion does not imply wrongdoing. Users should independently verify all information.

Recon Raccoon

Recon Raccoon (RCON) is gaining traction as community members highlight its focus on long-term project building, recent CEX listings, and strategic marketing campaigns. While some investors remain focused on the potential for growth and cross-chain accessibility, others in the community are actively debating the sustainability of its liquidity pools and partnerships.

Evolution Metals & Technologies Corp. engages in developing a global supply chain for critical minerals and materials. It focuses on automotive, renewable energy, and military and defense sectors. The company is headquartered in West Palm Beach, FL.

Evolution Metals & Technologies Corp.

Evolution Metals & Technologies Corp. Common Stock

Evolution Metals & Technologies Corp. (EMAT) is attracting significant attention as investors react to its strategic focus on domestic rare earth magnet production and supply chain independence amidst rising geopolitical tensions. The stock is experiencing heightened volatility and interest from traders speculating on a potential low-float squeeze, with many closely monitoring its ability to scale capacity and navigate its transition as a newly listed public company.

Bubble Protocol (BPL) is the utility token powering the BubbleSwap ecosystem on Shido Network.  BPL is designed to reduce trading fees, reward long-term holders through staking, and provide access to ecosystem opportunities such as BubblePad airdrops.  With a fixed supply of 20M tokens and a buyback &amp; burn mechanism tied to protocol activity, BPL is built around real usage and growth, not speculation.

Bubble Protocol

Bubble Protocol is gaining momentum as the community highlights its expanding ecosystem of gasless DeFi tools, including the newly introduced BubbleAccount and cross-chain capabilities. Investors are actively discussing the protocol's deflationary tokenomics and the steady rollout of utility-focused products on the Shido Network.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon shares are facing intense selling pressure as investors grapple with leadership uncertainty, a contentious proxy battle with founder Chip Wilson, and broader concerns regarding consumer discretionary spending. The community remains deeply divided between those viewing the current valuation as a deep-value buying opportunity and those fearing further downside amid weakening brand momentum and intense retail sector headwinds.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is currently a focal point for investors as it nears 52-week lows, with market participants debating whether the stock is a deep-value opportunity or a reflection of broader economic distress. Community sentiment remains polarized, with many analyzing the impact of high interest rates on remodeling demand while others look for potential technical reversals ahead of upcoming earnings.

KraneShares Trust - KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF ($KWEB) is seeing heightened investor interest driven by rumors of a trade framework and potential tariff reductions emerging from high-level US-China talks. While some community members are betting on a major rally and long-term re-rating due to depressed valuations, others remain skeptical, citing persistent volatility and concerns about China's economic stability.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike Inc. is trending as investors debate whether the stock has hit a generational bottom after a prolonged downtrend, with the community closely tracking recent insider buying from leadership alongside ongoing concerns about market share loss and tariff pressures. While some bullish participants are accumulating shares for a long-term turnaround driven by upcoming global sports events, others remain skeptical, pointing to weak revenue growth and competitive headwinds from rising footwear brands.

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<ul class="summary-bullets"><li>Strategy may sell Bitcoin to support STRC dividends, but Saylor indicated the business will acquire Bitcoin "forever."</li><li>With $3.2 billion of STRC sold in April and an $80-90 million monthly payout, Strategy only needs Bitcoin to appreciate 2.3% yearly to finance payments eternally.</li><li>Saylor bluntly rebuffed Peter Schiff's allegation that he would stop payouts to avoid selling Bitcoin.</li></ul>Strategy (MSTR) executive chairman Michael Saylor pushed back on Ponzi critics of the $3.2 billion-a-month STRC engine. The company’s own purchases are too small to move the Bitcoin (BTC) market, he added.Saylor said the company is prepared to sell Bitcoin to pay dividends on its STRC preferred stock if necessary, but stressed the company intends to be a net buyer of the cryptocurrency “forever”, in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2053225568871780548?s=20">interview</a> published on Saturday.&nbsp;&nbsp;He said, “If I was being more precise, I'd say, never be a net seller of Bitcoin. It just wouldn't have been so viral or so catchy." Saylor’s comments come as a clarification, first hinted at during the company’s earnings call, which prompted a strong reaction online, given Saylor’s long-standing “never sell your bitcoin” mantra.When asked to reply to longstanding critic Peter Schiff, who claimed Saylor would&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/peter-schiff-warns-of-death-spiral-phong-le-responds/cZBkgxuRe2R">eventually stop dividend payouts</a> to avoid selling Bitcoin, Saylor’s reply was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://blunt.he">blunt.He</a> said, "Peter thinks Bitcoin's a Ponzi scheme. Peter is not really a lover of anything in this space."<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> was up 0.5% in after-hours. On Stocktwits, retail sentiment around MSTR remained in the ‘bullish’ zone, while chatter stayed at ‘high’ levels over the past day.<h2 class="st-heading-2">The Accretion Engine</h2>Saylor called the issuance of STRC the company’s main “Bitcoin accretion engine.” Strategy sold $3.2 billion of STRC in April alone, vs. a monthly dividend obligation of about $80-90 million. "You would be buying 30 Bitcoin, selling one Bitcoin," Saylor said of the math.He estimated the company’s break-even point at 2.3% annual appreciation of Bitcoin. That means the structure can pay dividends in perpetuity without having to sell common equity, as long as BTC compounds at or above that level. Bitcoin has traditionally appreciated by 30-40% annually, he explained.He further noted that in the first four months of the year, Strategy has issued around $5 billion of STRC, on track for a 15-20% annualized issuance rate relative to its Bitcoin holdings. "The company, as long as it grows, is going to buy more Bitcoin than it sells. I expect we'll be a net buyer of Bitcoin in every month and every quarter going on forever," Saylor said.Saylor compared the model to a real estate developer, saying, "A real estate development company raises capital by issuing a credit instrument, buys land at $10,000 an acre, develops it. It's worth $100,000 an acre, and then they monetize that capital appreciation… Nobody questions a real estate development company that makes a capital investment with a credit instrument. What we're doing is the same thing with Bitcoin."<h2 class="st-heading-2">Saylor Refutes Liquidity Concerns</h2>Saylor disputed the argument that Strategy's purchase had a significant impact on Bitcoin's price, given the market's depth. "We bought $100 million of Bitcoin an hour, it doesn't move the price. We bought $200 million of Bitcoin an hour. It doesn't move the price," he said, adding that the spot market trades roughly $20 billion daily and the derivatives market $50–80 billion.He suggested that the price of Bitcoin is determined by macro dynamics such as trade tensions, foreign policy, the Strait of Hormuz, currency conflicts, and Fed policy, rather than corporate flows. "It's the world's deepest, most liquid capital market."<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $80,775, up 0.6% in the last 24 hours. On Stocktwits, retail sentiment around BTC dropped to ‘neutral’ from the ‘bullish’ zone, while chatter stayed at ‘normal’ levels over the past day.&nbsp;Read also:&nbsp; <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/troll-pumps-but-wallets-control-nearly-half-the-supply/cZXeM4gReg6">TROLL Pumps 80% In A Day — But 40 Wallets Control Nearly Half The Supply</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)

Why Saylor Says MSTR Can Pay Dividends ‘Forever’ — And Still Stack More Bitcoin

Saylor said macro forces, not corporate flows, are the real driver of Bitcoin, saying that $100M-$200M an hour buys don’t move Bitcoin’s price.

MSTR Dividends Forever? Saylor's 2.3% Bitcoin Math Explained 

Equity

Saylor said macro forces, not corporate flows, are the real driver of Bitcoin, saying that $100M-$200M an hour buys don’t move Bitcoin’s price.


<ul class="summary-bullets"><li>Strategy Chairman Michael Saylor stated, "BPS is EPS on the Bitcoin Standard," making Bitcoin per share the principal capital decision indicator.</li><li>CEO Phong Le stated that Bitcoin will be sold to finance dividends when mNAV falls below 1.0 and to support BPS benefits.</li><li>Strategy lost $12.54 billion in Q1 2026 due to a $14.46 billion unrealized Bitcoin loss.</li></ul>Strategy (MSTR) Chairman Michael Saylor said on Saturday, "BPS is EPS on the Bitcoin (BTC) Standard," referring to "Bitcoin per share," a metric the company said it will use to guide capital, equity, debt, and credit decisions.Saylor’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2053094633131880935?s=20">comments</a> follows PhongLe, CEO of Strategy, who remarked&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/phongle/status/2053091519058345995?s=20">on X,</a> "Bitcoin per share (BPS) is our True North.” The largest corporate holder of Bitcoin indicated this week that it may sell some of its approximately $60 billion in Bitcoin assets to pay dividends,&nbsp; a move away from the company’s long-standing stance against selling the cryptocurrency.<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2053094633131880935?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_09_at_9_06_16_AM_png_32ed9843ed.webp" alt="Screenshot 2026-05-09 at 9.06.16 AM.png" width="1204" height="1180"></a><figcaption>Michael Saylor on Strategy's new yardstick. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor">@saylor</a>/x</figcaption></figure>Le stated the firm has provided a 9.4% year-to-date BTC Yield and nearly $5.0 billion in BTC gain to investors. <a href="https://stocktwits.com/symbol/MSTR">MSTR’s prices</a> closed over 4% on Friday, and 0.5% in after-hours trade. The stock remains about 60% below its July 2025 high.<h2 class="st-heading-2">MSTR CEO Touts 'Math Over Ideology'</h2>Le also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2026/05/08/strategy-ceo-on-selling-bitcoin-when-its-better-than-issuing-equity-to-pay-dividends-well-do-it.html">told</a> CNBC in an interview on Friday that the business would sell Bitcoin to meet dividend payments when it was accretive to Bitcoin on a per-share basis.&nbsp;"I believe in math over ideology, and at the point where selling Bitcoin versus selling equity to pay a dividend is better for our Bitcoin per share and for our common shareholders, we'll do it," Le said."The trigger for such sales would be when the company's market value trades below its book value, a measure known as mNAV," Le explained. Strategy's mNAV currently stands at over 1.22, which is above the level at which selling would become accretive, he added.The key driver of the change was the emergence of digital credit, he said. Over the past 10 months, Strategy has raised $8.5 billion in a perpetual preferred stock instrument called Stretch, which provides an 11.5% cash dividend every month.The business has around $1.5 billion in yearly dividend obligations and about 18 months of dividend coverage at the present run rate, Le added, backed by nearly $60 billion in Bitcoin assets. Leverage was 10% to 15% and amplification approximately 35%, he claimed.Strategy&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-slips-even-with-bitcoin-above-81900-saylor-never-sell-pivot/cZQzTmyReaF">reported</a> a net loss of $12.54 billion, or $38.25 per diluted share, in the first quarter of 2026,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://assets.contentstack.io/v3/assets/bltf8d808d9b8cebd37/blt00fe8d0c4c346ff1/69fa4c71b2944f11309d48d8/strategy-q1-2026-earnings-release_05-05-2026.pdf">compared</a> to a net loss of $4.22 billion, or $16.49 per diluted share, in the same period a year ago.&nbsp;The overall loss was principally caused by a $14.46 billion unrealized loss on the company's Bitcoin holdings, which reflected a drop in the cryptocurrency's market price.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $80,343, up 0.9% in the last 24 hours. On Stocktwits, retail sentiment around BTC remained in the ‘bullish’ zone, while chatter moved to ‘normal’ from ‘high’ over the past day.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/glxy-stock-galaxy-digital-500m-atm-share-resale-filing/cZX3ATdRegw">Galaxy Digital Filed Two Massive Stock Sale Plans – Here’s What GLXY Investors Need To Know</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

MicroStrategy CEO Michael Saylor speaks at the Bitcoin 2021 Convention, a crypto-currency conference held at the Mana Convention Center in Wynwood on June 04, 2021 in Miami, Florida. (Photo by Joe Raedle/Getty Images)

Strategy's Michael Saylor Crowns 'Bitcoin Per Share' As New Investor Yardstick

STRC perpetual preferred stock has raised $8.5 billion, yielded 9.4% BTC, and gained $4.97 billion, according to the quarter one earnings report.

Saylor: 'Bitcoin Per Share' Is Strategy's New North Star

STRC perpetual preferred stock has raised $8.5 billion, yielded 9.4% BTC, and gained $4.97 billion, according to the quarter one earnings report.


<ul class="summary-bullets"><li>Capital Group reportedly acquired $747 million worth of Strategy shares, increasing its exposure to Bitcoin-linked equities.</li><li>Vanguard, despite historically opposing direct exposure to Bitcoin, remains one of Strategy’s largest shareholders, highlighting indirect institutional adoption.</li><li>Bitcoin traded above $78,000, while Strategy shares rose in pre-market with retail sentiment remaining extremely bullish.</li></ul>Capital Group’s American Funds Fundamental Investors (ANCFX) reportedly acquired 4.32 million shares of Strategy Inc. (MSTR), valued at approximately $747 million, marking a significant increase in its exposure to Bitcoin-linked (BTC) equities.Capital Group, one of the world’s oldest investment management firms, made the purchase through its American Funds Fundamental Investors arm, a large-cap equity fund focused on long-term growth, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://seekingalpha.com/news/4577603-capital-group-raises-bet-on-microstrategy-with-747m-purchase?">report.</a>&nbsp;The fund’s latest buying lifted its total stake in Strategy to over 10 million shares, with the position now valued at roughly $1.7 billion, according to reports. As of March, the fund&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.capitalgroup.com/individual/investments/quarterlyholdings/ancfx">held</a> around 0.84% in Strategy’s shares.The development also reflects a broader trend among large asset managers. Vanguard (VXF), the $8 trillion asset manager, has historically been against offering direct Bitcoin exposure and has previously declined to launch spot Bitcoin exchange-traded funds (ETFs). However, it is now one of Strategy's largest shareholders. In December last year, the firm&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/EricBalchunas/status/1995608691039404125?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1995608691039404125%7Ctwgr%5E0e36e8e5d2f1a42796e1918037f773bca41571f4%7Ctwcon%5Es1_&amp;ref_url=https%3A%2F%2Fbeincrypto.com%2Fvanguard-crypto-ban-ends-bitcoin-solana-xrp-trading-opens%2F">launched</a> its first Bitcoin ETF.&nbsp;<h2 class="st-heading-2">Strategy Solidifies Lead In Institutional Bitcoin Race</h2>Strategy is a central player in institutional Bitcoin (BTC) adoption. The company currently holds over 800,000 Bitcoin, valued at tens of billions of dollars, and earlier this week&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mstr-buys-bitcoin-2-5b-becomes-largest-btc-holder/cZBdaJgRIyy">surpassed</a> BlackRock’s iShares Bitcoin Trust (IBIT) to become the “largest known institutional holder” of the cryptocurrency following a $2.5 billion purchase.<a href="https://stocktwits.com/symbol/MSTR">Strategy’s stock</a> was up over 5% during pre-market hours. On Tuesday, the stock closed above $163, down 4%. On Stocktwits, the retail sentiment around MSTR remained in the ‘extremely bullish’ zone, while chatter around it stayed in the ‘high’ levels over the past day.&nbsp;<h2 class="st-heading-2">Institutional Bets Beyond Strategy</h2>The move also comes just a day after Strive Inc (ASST) CEO Matt Cole&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asst-stock-after-buy-rating-fidelity-capital-top-holders/cZBIpJyRI6h">disclosed that</a> Capital Group was among the company's largest shareholders, along with Fidelity. The parallel position shows a broader institutional interest in cryptocurrency.&nbsp;Strive is one of the largest holders of Bitcoin, currently holding roughly 13,000 BTC valued at nearly $1 billion.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $78,057, up by 2% during pre-market hours. On Stocktwits, the retail sentiment around BTC remained in the ‘bullish’ zone, while chatter stayed in the ‘normal’ levels over the past day.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/asst-stock-after-buy-rating-fidelity-capital-top-holders/cZBIpJyRI6h">ASST Stock Edges Up After ‘Buy’ Rating – Fidelity, Capital Group Emerge As Top Holders</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Retail investors on Stocktwits are optimistic about Genius Group’s pivot and hope to see the same returns as MicroStrategy after the latter pivoted to a Bitcoin-first strategy in 2020. | Source: Pixabay

MSTR Stock Reportedly Draws Fresh $747M Bet From Capital Group Amid Bitcoin Rally

MSTR Stock - Institutional interest in Bitcoin and Strategy increases, as the firm recently surpassed BlackRock to become the largest known institutional holder.

Institutional interest in Bitcoin and Strategy increases, as the firm recently surpassed BlackRock to become the largest known institutional holder.


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