Strategy increased its USD Reserve by $650M and repurchased $109M of $STRC. This increased USD Duration by 143 days to 2.7 yrs and tightened STRC's BTC Credit by 10 bps. As of 8/9/26, we hold ₿840,447 in our BTC Reserve and $4.65B in our USD Reserve. $MSTR
@hodlonaut No. I’m saying virtually all the miners, exchanges, custodians, wallets, holders, markets, and economic infrastructure chose Bitcoin over BIP-110. Nobody controls Bitcoin. Consensus emerges from the network, and the network has spoken.
Bitcoin worked exactly as designed. BIP-110 was free to fork, and the network was free not to follow. The result was decisive: about 99.85% of Bitcoin's hashpower stayed with Bitcoin. The BIP-110 branch mined only two blocks and is already more than 80 blocks behind.
With only 2.6% miner signaling, BIP-110 has failed to earn broad miner support. At block 961,632, its nodes will reject non-signaling blocks. BIP-110 will then stall or fork into irrelevance while Bitcoin continues normally. Bitcoin is working as designed.
Bitcoin is a swarm of cyber hornets serving the goddess of wisdom, feeding on the fire of truth, exponentially growing ever smarter, faster, and stronger behind a wall of encrypted energy.
It has been "a minute" since I caught up with a podcast by the inimitable @saylor of @Strategy but there was enough @X noise about this one on @Diary_Of_A_CEO that I could not resist. The wide-ranging interview was superb: Michael was expansive, detailed, and upbeat. It was 100 minutes of $STRC $STRK $MSTR $BTC FUD repellent. For me, bullish!🔥🚀💪👇
I joined @GaryGillX to discuss Strategy’s Digital Credit Capital Framework, $STRC’s path to par, Bitcoin monetization, institutional adoption, regulatory Clarity, and $MSTR as Amplified Bitcoin.
Bitcoin is digital capital. AI is digital intelligence. I joined @StevenBartlett to discuss how they are reshaping money, business, markets, work, and the future.
@saylor used ChatGPT to make $15 Billion last year? 🤯
He says he used ChatGPT alongside lawyers, bankers and investors to help solve complex problems and design new financial products, resulting in $15 billion of credit being sold.
#bitcoin#
STRC has rebounded back to $94.
In this week's video I walk through my key takeaways from last week's Strategy Q2 Earnings Call and why I believe STRC is just weeks away from returning to it's $99~$100 target range...
On last week’s show @parkeralewis shared his arguments against Bitcoin treasury companies.
This week @DylanLeClair makes the case for them, with a look at what’s next for Metaplanet.
*Note: this show was recorded before the Coldcard news broke, so the hack is not discussed.