Crypto Equity Plays stocks on X

Crypto Equity Plays stocks trending on X

Top stocks by X chatter

Strive, Inc.$ASSTRising on

Asset Management

$24.22+11.41%

1Y-81.3%

1,269 posts+7%

Bullish sentiment

X is euphoric. Strive shareholders are trading a specific playbook — the SATA perpetual issuance at par funding roughly 1,000+ BTC weekly buys, a growing mNAV around 1.36x, and elevated short interest (about 30% of float, ~8 days to cover) framed as squeeze fuel. Vivek Ramaswamy's disclosed $138M stake, the October warrants at $27, and a stock up 100%+ in a month anchor the "life-changing wealth" narrative.

Driven by hype

Strive is Vivek Ramaswamy's asset-management outfit repositioned as a Bitcoin treasury — it raises capital and buys BTC. The stock has been savaged over 12 months, but off the bottom it's been ripping, and Ramaswamy just added to his 13D. What you actually own here: • The treasury is the asset: quarterly revenue is just $2.76M against a $1.25B market cap, so ratios (178x sales) are meaningless — what matters is the 21,356 BTC on the balance sheet after the fresh 1,110-coin purchase, and the premium the market pays for that stack in wrapper form. • The move off the lows is real and volume confirms: shares are 60% above the 50-day and volume 2.4x baseline, yet price sits at only the 6th percentile of the 52-week range because the 12-month drop was so violent (-84%) — room to run without new highs. • Catalysts are specific: Ramaswamy filed Amendment No. 2 to his 13D on August 26 (founder increasing disclosed intent), director Pierre Rochard bought ~$199K open-market, and an October warrant window could bring in fresh capital the treasury deploys into BTC. • Failure mode is the same as every treasury play: if BTC breaks lower or premium-to-NAV compresses, the accretive-issuance flywheel reverses and the discount overshoots the coin down. Two things decide this: Bitcoin holding above ~$70K keeps the treasury compounding, and the October warrant window brings in cash to deploy or leaves an overhang — get both right and the run has room; get either wrong and the recovery stalls.

Bitfarms Ltd.$BITFRising on

Financial - Capital Markets

$2.16+9.09%

1Y+120.0%

100 posts

Bullish sentiment

Bitfarms (now KEEL) is being framed as the cleanest 'BitFarms-to-AI-data-center' rebrand winner: +109.4% from the $2.87 call, a 60% drawdown turned to +40% post-rebrand, and 'most undervalued AI data center play.' The bear voice is essentially absent.

Driven by hype

Bitfarms — now Keel Infrastructure Corp. (ticker switching to KEEL on Nasdaq) — is the BTC-mining-to-AI-data-center pivot story, with management converting power capacity from Bitcoin mining into AI compute hosting. The rebrand and the capital raise both just happened. What's driving the move: • The Keel Infrastructure rebrand is the pivot signal: an Item 4.01 disclosure on June 11 reported the change from Bitfarms to Keel Infrastructure Corp. — that's the formal pivot from a BTC-miner narrative to a digital-infrastructure landlord identity, the same playbook Hut 8, Applied Digital, and Cipher Mining have run. • The $458M convertible offering is the strategic capital: Keel issued $458M of 1.250% Convertible Senior Notes due 2032 on June 9 (including $58M overallotment) — that's near-zero coupon financing locking in the AI-data-center buildout capital at favorable terms, with the conversion strike implying meaningful upside-deferred dilution. • The print is still pre-pivot ugly: Q1 revenue declined 45% YoY to $37M at -144% operating margin and -$75M of FCF — that's the BTC-mining-margin-compression story, with the rebrand and capital raise designed to fund the pivot before the next quarter's print. • Sentiment treats this as the cleanest BTC-to-AI rebrand: +109.4% from the $2.87 call per the X thread, a 60% drawdown turned into +40% post-rebrand, framed as 'most undervalued AI data center play' — that's the maximally constructive bull thesis, and the bear voice is essentially absent. Accelerating fits — shares +9.1% today at $2.16, sitting at 43% of 52-week range, +35% above 50d MA, +27% above 200d MA. Next earnings (date not in bundle) has to confirm the AI-data-center pivot is converting power capacity from BTC mining to hosting, that the $458M convertible proceeds are being deployed, and any named-customer disclosure. A clean print plus AI-hosting revenue color extends the rerate.

PayPal Holdings, Inc.$PYPLRising on

Financial - Credit Services

$52.665-1.85%

1Y-23.9%

596 posts-10%

Bearish sentiment

PayPal sentiment is decisively bearish after Stripe and Advent walked away from their reported $50-$53B takeover pursuit, sending shares down roughly 12-13% in a single session. Posters repeat the incompetent-management refrain, note the stock is down about 77% over five years, and one poster contrasts a 27% YTD portfolio marred by a 31% PYPL drawdown. Michael Burry trimmed his position but signaled he'd add in the mid-$40s, and a handful of contrarians are dip-buying, but the loudest voices frame this as another leg lower.

Broken story

PayPal is the incumbent global payments platform that never quite figured out how to compete with the Apple/Stripe/Adyen wave. Today's -13% move is the collapse of the Stripe/Advent $53B takeover bid — the deal was the near-term thesis, and it just went away. What actually changed: • The takeout premium is gone: Stripe and Advent withdrew the ~$80/share bid, so the range of outcomes narrowed from 'binary $80-85 vs $50' to just the standalone business — a 30-40% expected-value cut in a single day, which is what the tape is pricing. • The standalone economics are still reasonable: PayPal trades at 8x earnings, 1.2x sales, an EV/EBITDA of 5.8x and a 14% free-cash-flow yield — for a business earning 18% operating margins and 25% ROE, this is genuinely cheap, just not exciting enough to hold without a catalyst. • Growth is the real problem: revenue grew only 7% year-on-year last quarter and 3.7% the quarter before — that's not a business the market rewards with a multiple; without the takeout, PayPal has to prove it can accelerate before investors will pay for the FCF. • The Einhorn position at ~$50 is the current bull hook: he's holding through the drop and Burry publicly said he'd add in the mid-$40s — value-hunter accumulation, not fast-money interest. Watch the level around $50 — a break confirms the deal-gap into the 52-week low; a hold plus a Q3 revenue acceleration on October 27 is what turns this from a busted deal into a real value trade.

Bitdeer Technologies Group$BTDRRising on

Software - Application

$10.85+5.14%

1Y-23.8%

441 posts+9%

Bullish sentiment

Sentiment is decisively bullish, with traders framing Bitdeer as an AI-infrastructure repricing story riding on Bitcoin as icing. Followers highlight the $4.7B Tydal Norway colocation lease, the fully-committed $800M Malaysia AI cloud, and 322% YoY BTC production, and cite Druckenmiller's new stake as validation. Dissent is thin — one skeptic accuses it of "masquerading in the Caymans," and a chartist flags a bull-trap setup.

IREN Limited$IRENRising on

Information Technology Services

$37.115+4.70%

1Y+27.5%

4,863 posts+7%

Mixed sentiment

IREN is the most-argued neocloud after Q4 delivered $70.5M AI Cloud revenue and $1B operational ARR alongside a $684M net loss driven by impairments tied to exiting Bitcoin mining. Bulls point to NVIDIA Exemplar status, Microsoft Horizon 1, $20M/MW pricing and $4B of contracted 2026 ARR; bears hammer the $25–30B FY27 capex against a ~$13B market cap, the $6B ATM, and an undisclosed "leading frontier AI lab" they suspect signals a small deal.

Strive, Inc. Variable Rate Series A Perpetual Preferred Stock$SATARising on

Asset Management

$100.01+0.26%

1Y+13.6%

476 posts+5%

Bullish sentiment

Strive's Bitcoin-backed preferred has become a live-tracked printer in this feed, and the tone is unmistakably bullish. Posters count 59 consecutive daily dividends at a 13% annualized rate, roughly 1,000-plus BTC per week bought through the ATM, seven straight sessions at par, and a $100M-plus weekly raise. The only real griping is that Strategy's STRC lags SATA's momentum.

Robinhood Markets, Inc.$HOODStrong Fundamentals

Financial - Capital Markets

$104.81+0.53%

1Y+3.9%

429,316 posts+48%

Bullish sentiment

Bullish and loud, with the Robinhood-Chain narrative dominant. Posters cite Goldman's raised $124 price target, the chain flipping Hyperliquid and Ethereum on 24-hour app revenue, $39M annualized chain revenue, and a "cup & handle" pointing to $145-150. Skeptics are few: complaints that crypto fees on HOOD are "daylight robbery," a critical Y-Combinator fund breakdown, and covered-call regret. Much of the corpus is meme-coin promo pairing tokens with $HOOD, treated here as noise.

Interactive Brokers Group, Inc.$IBKRStrong Fundamentals

Investment - Banking & Investment Services

$97.29+1.51%

1Y+52.3%

78 posts+10%

Bullish sentiment

Chatter is bullish across a thin nine-post window: Interactive Brokers is called out flashing IBD 'buy signals' alongside Robinhood into Nvidia earnings, and price hits fresh all-time highs. A long-form thesis frames it as an 'incredible business' with 'massive switching costs' and operating leverage still to unlock, citing Peterffy's pledge to keep growing 30% 'As long as I shall live'. Dissent is limited to jokes about the TWS platform.

Cypherpunk Technologies Inc.$CYPH

Asset Management

$1.825+6.73%

1Y+519.7%

449 posts+26%

Bullish sentiment

Sentiment is euphoric. Cypherpunk Technologies — a rebranded biotech now running a Zcash treasury plus mining operation — is up '3x in a week from the lows,' with posters framing it as '$MSTR at 200M mc' and 'the only tradfi exposure to $ZEC.' The recurring pitch is the flywheel: higher $ZEC price → larger mining cash flow → more retained ZEC → higher share. A minority warn 'PRIVACY BLOW OFF TOP CONFIRMED' and caution against chasing.

Hyperliquid Strategies Inc Common Stock$PURR

Financial - Capital Markets

$12.25+5.51%

1Y+214.1%

2,663 posts-3%

Bullish sentiment

Hyperliquid Strategies has the room, with posters framing PURR as the cleanest institutional proxy for HYPE. They point to Druckenmiller's $23M disclosed stake, a treasury lift from 12.5M to 29.3M HYPE, a $647M equity raise, mNAV pushing 1.17x, Nasdaq listing and BlackRock/State Street on the tape. Even the shorts have been covering, and pullbacks are treated as adds rather than tops.

HIVE Digital Technologies Ltd.$HIVE

Information Technology Services

$2.78+0.18%

1Y-5.8%

450 posts+7%

Bullish sentiment

Bullish, driven by HIVE Digital's dual Bitcoin-mining plus AI/HPC narrative. Posters cite $570M in GPU cloud contracts since June, closing in on the "$200 million in contracted ARR" target, 3,483 BTC mined with production up 62% since July, and the BUZZ HPC $350M deal. Bearish notes point to a "$142.9 million net loss in the June quarter," 11.7M share dilution, and a chart still fighting EMA200 with the "sell signal" on.

TeraWulf Inc.$WULF

Software - Application

$15.13-1.43%

1Y+57.1%

797 posts+10%

Bullish sentiment

TeraWulf is being priced as an AI-powered-shell landlord rather than a bitcoin miner, with William Blair initiating at Outperform with a $31 target and Morgan Stanley separately citing a $62.50 case. The Kentucky PSC approval for up to 482MW at the Justified campus, backed by Anthropic's 20-year, roughly $19B lease and CFO commentary about not returning to equity markets, is treated as the load-bearing catalyst. A minority flags the $939.9M GAAP loss, ~52x price-to-book, and a beta above four, but posters largely brush those off as noise into contract conversion.

Circle Internet Group$CRCL

Financial - Capital Markets

$95.55+9.65%

1Y-20.5%

2,187 posts+8%

Bullish sentiment

Sentiment on Circle runs overwhelmingly bullish, anchored by Bernstein's $140 target, Cathie Wood arguing Wall Street 'can't fathom' Circle as a disrupter, a Chelsea front-of-shirt sponsorship, and the September 16 Arc mainnet launch. USDC adding $2B in supply in a week gets cited as the growth cycle restarting. Dissent centers on the JPMorgan/BofA/Wells/Santander stablecoin consortium threatening USDC's share, and one poster dislikes the revenue-share model with Coinbase.

Galaxy Digital$GLXY

Financial - Capital Markets

$24.60+5.99%

1Y+1.8%

720 posts+6%

Bullish sentiment

Bulls are deeply conviction-heavy on Galaxy Digital as a dual AI-and-crypto infrastructure play, citing Texas data-center leadership, insider option exercises, and institutional accumulation like the California State Teachers stake jumping 2,734%. Price targets range wildly from a $70 breakout above $37 to a $1,250 long-term thesis tied to Helios. Underneath the euphoria is real frustration that shares still trade near the $23.50 IPO price and lag Bitcoin, with one holder venting "a disgrace" and others calling accumulation here "a gift."

Bitmine Immersion Technologies, Inc.$BMNR

Financial - Capital Markets

$25.32+6.39%

1Y-40.4%

2,213 posts+5%

Bullish sentiment

The conversation is overwhelmingly bullish and cult-adjacent, celebrating BitMine's 100% run off June lows and Tom Lee's push toward 5% of Ethereum supply after 60 straight weeks of buying. Boosters frame the stock as a leveraged call option on Ethereum's next leg and pitch $30-$36 near-term with 15-20x cycle targets. A small skeptical minority pushes back, with one trader disclosing a $4.3M short and others dismissing the run as "HOPIUM."

Strategy Inc$MSTR

Software - Application

$132.94+4.42%

1Y-61.1%

7,002 posts+7%

Bullish sentiment

Mood is bullish but louder and more contested than the tape suggests. Bulls trumpet Strategy raising "$2.01 billion by selling 18.26 million $MSTR shares," a Canaccord PT "raised to $175 from $130," and 840,447 BTC (roughly "4% of Total BTC Supply") with net leverage near zero. Bears hammer the "worst capital structure on the planet" dilution story and a "death spiral" thesis, while a rival camp argues Strive's $ASST "is clearly outperforming" MSTR.

Coinbase Global, Inc.$COIN

Financial - Data & Stock Exchanges

$188.12+5.31%

1Y-38.0%

3,942 posts+1%

Bullish sentiment

Sentiment on Coinbase runs overwhelmingly bullish as posters chase a Bitcoin-driven breakout and float targets from $200 into the $300s. Goldman's raised $196 target, a Chainlink oracle deal, Bitcoin-backed mortgages, and the September 15 CLARITY Act vote get cited as fuel, with chart talk of a 'multi-month base' and reclaimed 200-week moving average. A minority flags near-term profit-taking and warns of a 'sell the news' setup around the vote.

Core Scientific, Inc.$CORZ

Software - Infrastructure

$16.30-1.27%

1Y+16.4%

269 posts+11%

Bullish sentiment

Sentiment on Core Scientific is bullish, with posters framing sub-$17 as an entry into the AI/HPC transition story. A freshly announced $600M in senior secured credit facilities, an insider director buying 6,000 shares for $110k, and the 15-year AMD 2.5GW colocation partnership dominate the case, alongside a #3 ranking among data-center stocks. One technical voice flags a weekly bear signal and warns the $16.92 shelf must hold to avoid a slide toward $13.

Marathon Digital Holdings, Inc.$MARA

Financial - Capital Markets

$10.77+0.94%

1Y-32.9%

1,614 posts+1%

Mixed sentiment

Chatter is loud and mixed, framing MARA as a "pressure cooker" trapped between competing narratives. Bulls anchor on the 4.8 GW power portfolio, Long Ridge and Matagorda AI/HPC optionality, 35,577 BTC on the balance sheet (an ~$800M Q3 mark-up), 28% short interest and Morgan Stanley turning bullish. Bears counter that "the company has been mismanaged since inception," cite repeated rejections at $12, and post daily "asking @fgthiel to resign" reminders.

Riot Platforms, Inc.$RIOT

Hardware, Equipment & Parts

$18.995+0.03%

1Y+34.8%

797 posts+6%

Bullish sentiment

The conversation pivots hard on Riot's 20-year, 191MW Anthropic lease at Rockdale worth roughly $9.1B, with extension options potentially taking the deal to $16.1B. Stanley Druckenmiller's Duquesne opened a fresh 754,800-share position, and Morgan Stanley expects the full Corsicana site leased by end of September. Bears note revenue is only $675M TTM, operating margin negative 122%, and full ramp does not reach load until June 2028, so the tenant story is doing the work.

Sharplink, Inc.$SBET

Financial - Capital Markets

$8.63+5.24%

1Y-49.2%

365 posts+10%

Bullish sentiment

SharpLink Gaming's thread is decisively bullish as posters flag the company becoming the second-largest Ethereum treasury with 890,376 ETH after 586 in fresh staking rewards this week. Bulls anchor on ~60% institutional ownership, a mNAV of 0.81-0.87x that lets buyers own ETH exposure at a discount, and a $125M on-chain yield fund with Galaxy. Skepticism centers on the shorts' bet that ETH is overvalued and one bought $767k of Oct $8 puts.

Hut 8 Corp.$HUT

Financial - Capital Markets

$78.64-0.98%

1Y+187.0%

570 posts+0%

Bullish sentiment

Traders lean bullish, framing $HUT as a lead beneficiary of Morgan Stanley's 'powered shell wave' overweight call and Anthropic's reported 70-80 datacenter LOIs. Chart voices describe a 'controlled consolidation' bull flag holding the 2021 all-time high, and options tapes show large call blocks at $80, $100 and $105 strikes. Dissent is thin: a 'SOUTH STAR bear signal', one holder trimming for the second time, and a rival calling management 'scam artists'.

BTCS Inc.$BTCS

Financial - Capital Markets

$1.36+0.74%

1Y-66.7%

208 posts+7%

Bullish sentiment

Posts are sparse but constructive. Technical traders flag the reclaim of the 20-week SMA, tight monthly compression suggesting an incoming big move, and a rejection near cloud resistance. One base-case NAV analysis models roughly $12/share equity value against the ~55K ETH held today at a $10K ETH assumption. There is also unrelated noise from a crypto token 'Bitcoin Silver' listing under the same $BTCS ticker.

Nakamoto Inc.$NAKA

Financial - Capital Markets

$7.49+0.67%

1Y-96.0%

180 posts+2%

Bullish sentiment

Chatter is dominated by promotional Nakamoto Games crypto-token content — GM posts, a "Mobile App 2.0.0 is LIVE" launch, and "we keep #BUIDLing" refrains — rather than substantive equity discussion. Bulls call $NAKA "back above $0.04," cite "CEO at Nakamoto $NAKA has bought the stock twice in the last week," and lean on a "$0.028 bottom" thesis riding a "gaming coins season" call. The lone skeptic dismisses it as a "shitcoin scam." Low-signal, high-hype.

Soluna Holdings, Inc.$SLNH

Hardware, Equipment & Parts

$1.08-2.70%

1Y+120.5%

340 posts-7%

Mixed sentiment

Soluna posters are split between a growing operational thesis and visible frustration with the tape. Bulls point to CEO and CFO open-market buys around $1.20, a 397-acre Briscoe County land close for Project Dorothy 3, a 28MW deal with Bitdeer at Kati 1, and a hosting mix now dwarfing legacy mining revenue. Bears and even sympathetic longs keep repeating that price is stuck under the 50 EMA and 200 MA, dilution fears persist, and several traders openly wait for a lower-low retest into the "golden zone" near $1 before adding.

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Bitfarms Ltd.$BITFRising on

Financial - Capital Markets

$2.16+9.09%

1Y+120.0%

100 posts

Bullish sentiment

Driven by hype

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