BTC
Grayscale Bitcoin Mini Trust (BTC) Common units of fractional undivided beneficial interest - Recent news and sentiment analysis
Default charts cover the last 24 hours by "day" period and sentiment shares compare positive vs. negative mentions after removing neutral posts.
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BTC Price & Sentiment Over Time
Sentiment series exclude neutral posts so the green/red balance matches the bar on the home page; price points use the latest available quote.
he needs to buy 3150 btc every single week just to accumulate NEWLY mined btc not to mention the mil...
he needs to buy 3150 btc every single week just to accumulate NEWLY mined btc not to mention the millions and millions which were mined for a fraction of a fraction of a fraction of the cost from 2009-2013
I held for a couple of years, and finally exchanged it for btc and said to myself "whatever happens"...
I held for a couple of years, and finally exchanged it for btc and said to myself "whatever happens".
Alright we can say that BTC is right now a leveraged SPY etf. But the leverage is less than 1X when ...
Alright we can say that BTC is right now a leveraged SPY etf. But the leverage is less than 1X when spy goes up and ~2x or more when it goes down. Overall, a very convenient asset
Btc going down again.
Incoming “btc falling off a cliff posts” when it’s only down .5%
Incoming “btc falling off a cliff posts” when it’s only down .5%
Bitcoin will inevitably collapse back down to like 20k. Just going going to like 70k would trigger e...
Bitcoin will inevitably collapse back down to like 20k. Just going going to like 70k would trigger enough selloffs by overleveraged crypto loan firms to crash the entire btc market. There will be bankruptcies etcs. Only for the game to then start anew as new firms get created buying btc when it's cheap, making the price skyrocket again, ceos looking like geniuses. Only for everything to repeat again.
ETH is green on 1h 24h and 7d BTC is red on all 3
ETH is green on 1h 24h and 7d BTC is red on all 3
Aaaand btc went back up like clockwork. Will continue to rise today.
Aaaand btc went back up like clockwork. Will continue to rise today.
It will go to 1 million each. You gotta chill bruh. I bought my first BTC at $800, and it dropped ...
It will go to 1 million each. You gotta chill bruh. I bought my first BTC at $800, and it dropped to $200 in the following months. The dollar will go to 0. Guaranteed.
Come on, you can't be serious, btc is too risky for any 10 year long term plan
Come on, you can't be serious, btc is too risky for any 10 year long term plan
MSTR Is Living on Borrowed Time
**TL;DR:** **My take: MSTR doesn’t survive more than \~3 years in most realistic scenarios.** BTC down → MSTR dies fast. BTC flat → MSTR bleeds out paying dividends + interest. BTC goes mainstream → ETFs kill the premium and dilution stops working. Different paths, same ending. Longer version for anyone who still has attention span: I’ve been looking at MSTR for a while and I honestly don’t see a future where this thing works long term unless Bitcoin keeps doing insane, volatile bull runs forever *and* the market keeps clapping while getting diluted. At this point MSTR isn’t a software company. It’s a leveraged Bitcoin balance sheet with a legacy business taped on. The stock trades like BTC on steroids. That’s great when BTC is ripping. It’s terrible when time passes. Here’s the part people gloss over: MSTR has real cash bills. Preferred dividends. Interest. Normal company expenses. Roughly a few hundred million a year that has to be paid in cash. The software business doesn’t cover it. So the whole strategy boils down to two options: * keep issuing stock * or eventually sell Bitcoin Issuing stock only works if MSTR trades at a premium to the Bitcoin it already owns. That premium is the entire engine. Once it shrinks, dilution stops being “genius capital markets strategy” and starts being “why am I getting wrecked every quarter.” We already saw MSTR trade close to its BTC value. That’s the model coughing. Everyone thinks a BTC crash is the risk. I think boring Bitcoin is worse. If BTC just chops sideways for a year or two, volatility dries up, hype fades, and the premium slowly leaks away while dividends and interest keep draining cash. Cash reserves buy time, not survival. And here’s the ironic part: if Bitcoin actually *wins* and becomes mainstream, I still don’t think MSTR wins. In that world, people buy ETFs or hold BTC directly. No dilution. No debt. No CEO risk. MSTR goes from “unique BTC proxy” to “why would I own this instead of IBIT?” So take your pick: * BTC crashes → MSTR blows up * BTC goes sideways → MSTR bleeds out * BTC becomes fully adopted → MSTR becomes irrelevant The only universe where this works long term is one where Bitcoin keeps delivering face-ripping bull runs forever and investors keep accepting dilution indefinitely. That’s not a business model, that’s a belief system. Not saying it won’t pump again. It probably will. This thing feeds on volatility and vibes. But zoom out and it feels less like a company and more like a countdown. That’s my take. Flame away. **Some actual math:** * **Bitcoin held:** \~**650,000 BTC** (varies slightly with recent buys; order of magnitude matters) * **BTC value (at $90k):** 650,000 × 90,000 ≈ **$58.5B** * **Cash on hand / reserve:** \~**$1.3–1.5B** (company explicitly set this aside for dividends + debt service) * **Annual preferred dividends:** ≈ **$85–90M per year** (cash, not optional long term) * **Annual interest expense:** Roughly **$200–250M per year** across converts + senior notes * **Total fixed cash burn:** ≈ **$300–340M per year** (before software ops, which are roughly breakeven at best) * **Runway math (flat BTC, no new dilution):** $1.4B ÷ $320M ≈ **4.3 years** * **More realistic runway (assuming some continued buying / volatility):** **\~2.5–3.5 years** * **Important detail:** * Interest on debt → **cannot be skipped** without default * Preferred dividends → can be deferred temporarily, but **they accumulate** and make refinancing harder * Software business → does **not** cover these obligations * **Key structural issue:** The moment MSTR trades near or below BTC NAV, issuing stock becomes value-destructive → dilution stops working → cash runway becomes the only clock. * **What forces BTC selling:** Flat BTC + compressed premium + fixed cash burn = **selling BTC becomes rational**, not ideological. Position: Small position, adding slowly. No options access as a foreign investor so adding MSTZ. Yes, decay sucks — but it’s still the cleanest way for me to play this. https://preview.redd.it/9hsu3p277c7g1.png?width=933&format=png&auto=webp&s=7ddb64e0a041c76c4e2003edb29c377d46414b8f
long btc and hype
btc doesnt care about you, or japan. moon imminent.
btc doesnt care about you, or japan. moon imminent.
this always happens, btc drops 2% "btc dumping/its over/haha imagine buying btc" btc rises 2% \*sile...
this always happens, btc drops 2% "btc dumping/its over/haha imagine buying btc" btc rises 2% \*silence\*
They are not correlated at all. And BTC is also not green. Idk where you’re getting your information...
They are not correlated at all. And BTC is also not green. Idk where you’re getting your information from
If BTC pumps back above 92k I’m going all in MSTR lottos Fuck it
If BTC pumps back above 92k I’m going all in MSTR lottos Fuck it
BTC down all weekend and immediately turns green as soon as futes open, totally uncorrelated though!
BTC down all weekend and immediately turns green as soon as futes open, totally uncorrelated though!
btc 1M by EOD
Saylor going to publish that he bought 1000 BTC at $94k last week when we at 85k by 10am
Saylor going to publish that he bought 1000 BTC at $94k last week when we at 85k by 10am
I only got RH loaded.. only btc moving 🫣
I only got RH loaded.. only btc moving 🫣
Btc down 2. Qqq at -.7% at opening
Btc down 2. Qqq at -.7% at opening
Everyone bearish on btc so it will moon 100k in 2 weeks
Everyone bearish on btc so it will moon 100k in 2 weeks
Shorting btc as the hedge is the only method that keeps working so consistently even when obvious an...
Shorting btc as the hedge is the only method that keeps working so consistently even when obvious and disclosed to public. most methods stop working when they become obvious. this is like free money
I’m not biased against BTC I just think it’s stupid
I’m not biased against BTC I just think it’s stupid
Another monday where tech stock are flat and i'm up huge on my btc shorts. been telling folks all ye...
Another monday where tech stock are flat and i'm up huge on my btc shorts. been telling folks all year to do this
lol flat futures and btc crash. who predicted this? lol
lol flat futures and btc crash. who predicted this? lol
Btc sellers: WTF Why can't I tank the market any more! \*starts cryin\*
Btc sellers: WTF Why can't I tank the market any more! \*starts cryin\*
They’re flat with BTC down 2.5%. This is how I can tell you’ve been trading for less than a month
They’re flat with BTC down 2.5%. This is how I can tell you’ve been trading for less than a month
Japan rate hikes decision, last time they did it btc tanked like 20-30%
Japan rate hikes decision, last time they did it btc tanked like 20-30%
can btc keep dropping so my IBIT puts hit and i can go to cancun with the clippers
can btc keep dropping so my IBIT puts hit and i can go to cancun with the clippers
Imagine BTC at 60K by EOY?
Imagine BTC at 60K by EOY?
lol calm down, this isn't some conspiracy theory if BTC breaks upward and an alt lags by millisecon...
lol calm down, this isn't some conspiracy theory if BTC breaks upward and an alt lags by milliseconds, bots buy the lagging asset until the historical correlation is restored
Can btc stop being a tease and just go to 20k? We all know it's dead in the water for the next 2 yea...
Can btc stop being a tease and just go to 20k? We all know it's dead in the water for the next 2 years at least. Shit won't outperform spy, qqq or gold/silver.
Btc has been decoupling this is ain't 2024 anymore cherie
Btc has been decoupling this is ain't 2024 anymore cherie
Will BTC pull the NQ to the underground or decouple?
Will BTC pull the NQ to the underground or decouple?
According to BTC price movenent all calls are screwed
According to BTC price movenent all calls are screwed
Eh, btc upwards trend is still there. Just fullport into weed and space stonks to still grab some o...
Eh, btc upwards trend is still there. Just fullport into weed and space stonks to still grab some of the hype.
Btc down 2% / 3 = QQQ futures = -0.7% calculated... I feel like it should be /2
Btc down 2% / 3 = QQQ futures = -0.7% calculated... I feel like it should be /2
Btc looking weak
Puts against meme stocks are always risky business honestly. Though they do seem to be strongly corr...
Puts against meme stocks are always risky business honestly. Though they do seem to be strongly correlated with BTC's price action, so depending on if BTC continues dumping heading into the week they likely will as well.
QQQ up 20% YTD. XLK up 23% YTD. BTC and ETH down 7-10% YTD. NVDA is also up 30% YTD. There is no c...
QQQ up 20% YTD. XLK up 23% YTD. BTC and ETH down 7-10% YTD. NVDA is also up 30% YTD. There is no correlation.
BTC currently down almost 2%. Stock market, specifically tech, has been closely correlated with it. ...
BTC currently down almost 2%. Stock market, specifically tech, has been closely correlated with it. Expecting red across the market tomorrow.
Same for me on BTC. It’s dragged me down a lot in the last 3-4 months. Was a cash cow first half o...
Same for me on BTC. It’s dragged me down a lot in the last 3-4 months. Was a cash cow first half of year. Everything made, now lost, plus some. Got in too late, per usual.
BTC below 90k and NVDA below 180 seem to be new found constants within the universe. As universal an...
BTC below 90k and NVDA below 180 seem to be new found constants within the universe. As universal and true as *pi* or Planck's constant...withstanding the test of time.
btc dumping due to no promised BTC reserve and mstr liquidation risk. not anything to do with AI bub...
btc dumping due to no promised BTC reserve and mstr liquidation risk. not anything to do with AI bubble
Swear to god if markets follow BTC tomorrow……
Swear to god if markets follow BTC tomorrow……
I feel like we should do a gofundme to bribe BTC retards to sell all their BTC so we can watch Saylo...
I feel like we should do a gofundme to bribe BTC retards to sell all their BTC so we can watch Saylor and some of the other fraudsters sink. We will pay them in fartcoin to sell their shitcoin.
BTC dumping tom?
Wait. Did you actually believe that last btc pump? 🫣😮😄😅😂😂😂😂🫵
Wait. Did you actually believe that last btc pump? 🫣😮😄😅😂😂😂😂🫵
Gamblers can't shit talk bears/bulls or whatever over the weekend, so they shift it to BTC until the...
Gamblers can't shit talk bears/bulls or whatever over the weekend, so they shift it to BTC until they can hate on something else. Misery loves company, I guess.