MSTR’s Biggest Signal Isn’t on the Chart

Can AI detect when Bitcoin is about to top or bottom?

In this episode of the One Chair Podcast, I sit down with Michael Sullivan, author of Blood of the Bourgeoisie and creator of one of the most fascinating AI-driven Bitcoin sentiment analysis models in the space.

Michael explains how he analyzes millions of words from Bitcoin Twitter (X) to measure emotions like fear, greed, optimism, conviction, desire, anger, and excitement—revealing patterns that traditional indicators completely miss.

We also dive into the psychology behind Bitcoin Treasury companies, why mNAV is largely driven by sentiment, and how companies like Strategy (MSTR), Metaplanet, Strive, 21 Capital, and SmarterWeb compete for mindshare in the Bitcoin ecosystem.

If you're interested in Bitcoin, AI, investing, market psychology, or Bitcoin Treasury companies, this conversation is packed with insights you won't hear anywhere else.

In this episode:

✅ How AI analyzes Bitcoin sentiment

✅ Why Bitcoin veterans think differently from newcomers

✅ Can language predict Bitcoin market tops and bottoms?

✅ Why Bitcoin Twitter feels so divided today

✅ Michael Saylor's four types of Bitcoiners explained

✅ The psychology behind Bitcoin Treasury company valuations

✅ Which Bitcoin Treasury companies dominate the narrative

✅ How emotions drive mNAV more than fundamentals

✅ Why today's bearish sentiment could actually be bullish

Follow Michael Sullivan:

- X: https://x.com/SullyMichaelvan

- Substack: https://sentimentsully.substack.com/

00:00 Michael's Bitcoin Journey: From Skeptic to Author & Researcher

02:20 Why Every Bitcoiner Should Read Blood of the Bourgeoisie

05:38 The Idea That Started Bitcoin Sentiment Analysis

08:43 How AI Measures Bitcoin Emotions Through Language

10:56 The Hidden Difference Between Bitcoin Veterans & Newcomers

13:22 Can AI Detect Sarcasm, Ragebait & Fake Narratives?

15:58 How AI Classifies Every Type of Bitcoiner

17:42 Bitcoin's Four Tribes Explained (Saylor's Framework)

19:57 Why Bitcoin Twitter Feels Like a Civil War Right Now

22:43 Why Bitcoin Conferences Feel Completely Different From X

25:19 Is Bitcoin Treasury mNAV Pure Market Psychology?

30:24 What Bitcoin Treasury Investors Are Really Feeling

33:31 Tracking the Mood of Individual Bitcoin Narratives

36:01 Could AI Predict Bitcoin Market Tops?

39:29 Why Almost Nobody Is Doing This Research Yet

41:16 Which Bitcoin Treasury Stocks Michael Is Watching

43:56 Why Today's Bearish Sentiment Might Be Bullish

45:23 Where to Follow Michael's Research

Big thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81DISCLAIMER: This is not financial advice. This podcast is for educational and entertainment purposes only.

Thank you for listening!

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- X: https://x.com/OneChairPod

- Youtube: https://www.youtube.com/@OneChairPod

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