This is a powerful upgrade to $STRC and digital credit. Thank you.
A great year for Bitcoin is just getting started.
"Bitcoin-focused perpetual preferred stocks are uniquely positioned to offer higher yields than many cash and cash-equivalent investments." Fidelity on Digital Credit, $STRC, and $BTC.
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The two largest assets on xStocks now belong to @Strategy.
$MSTRx has crossed $110M in market cap, trailing only behind $STRCx, Strategy's dividend-paying preferred equity, at $158M.
The Bitcoin standard, tokenized.
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The next 12 months is likely to see the biggest increase in Bitcoin Banking adoption in history. Catalysts: monetary inflation, regulatory clarity, customer demand, tech modernization, agentic AI, FOMO, survival.
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Strategy’s Bitcoin Banking Adoption Index increased to 34% in Q3 2026. Bitcoin and digital asset adoption across major global banks continues to expand, but remains early. Institutions with questions or corrections: ir@strategy.com
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"AI is going to demonetize a lot of equities based on labor and talent. Capital investors are going to look for things that the robots can’t make more of." bitcoin:native
Bitcoin is raw financial energy. Strategy transforms it into Digital Credit.
At noon today, I joined @TimSteno and @CarolMassar on Bloomberg @Crypto to discuss Bitcoin’s bull market setup, AI and scarcity, and the future of Digital Credit.
00:48 - Bitcoin bull market setup: headwinds rotating into tailwinds
01:55 - AI, scarce capital, and assets robots cannot create
03:05 - Digital Capital, Digital Credit, and Strategy’s outperformance
04:16 - Bitcoin as raw financial energy
06:32 - Strategy as a structured finance company: Bitcoin, dollars, equity, and credit
08:49 - Bull market strategy: acquiring Bitcoin and issuing Digital Credit
10:20 - Investor time horizons: money markets, $STRC, $BTC, and $MSTR
12:26 - Strategy’s advantage: high-performance Digital Credit built on high-performance capital
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$STRC closed at $88.86 when I tweeted this. It has since appreciated 12.4% in 2.5 months. Our corporate objective remains unchanged. Our focus is par: $100.
Nice job @chasepalmieri and @CJ_Bitcoin. A thoughtful discussion on $BTC, $MSTR, and $STRC past, present, and future.
My podcast conversation with @chasepalmieri. We discuss all the tough questions posed by $MSTR and $STRC shareholders, including competition, returns, innovation, and @Strategy's vision.
00:00 Introduction to Strategy and CJ's Role
01:07 Proposal for Daily Dividends and Market Innovation
04:59 Upcoming Shareholder Vote and Future Plans for Daily Dividends
06:05 Balancing Bitcoin Per Share and Total Return Objectives
09:28 Strategy's Approach to Dividend Rates and Market Demand
11:58 Managing USD Reserves and Market Shocks
15:10 Leverage, Liquidations, and Market Risks
18:46 Market Recovery and the Role of Buybacks
21:47 SATA vs. STRC and Market Dynamics
23:47 Investor Perspectives on Digital Credit Instruments
25:39 Strategy's Ecosystem and Future Growth
30:43 BTC Ratings, Coverage Ratios, and Market Perception
34:05 Collaborative vs. Competitive Digital Credit Ecosystem
38:30 Strategy's Innovation and Future Product Development
43:33 Communication Strategies and Shareholder Engagement
46:22 Potential for a Strategy Podcast and Transparency
48:14 Institutional and Retail Communication Efforts
50:13 Risks of Media and Market Discourse
52:17 Preparing for Bull and Bear Markets
54:18 USD Reserves and Yield on Cash Holdings
55:27 Long-Term Growth and Cash Flow Needs
58:08 Strategy as the JPMorgan of Bitcoin
59:27 Future of Bitcoin as Collateral and Lending
1:00:23 Leadership and Succession Planning
1:04:04 CJ's Vision for Strategy and Market Leadership
1:05:54 Where to Follow Strategy and CJ on Social Media
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I voted "For" amending $STRC, $STRF, $STRK, and $STRD to permit daily dividends.
$MSTR holders, check your inboxes & mailboxes. Brokerages have started sending voting notices on the proposed amendment to pay dividends daily for $STRC, $STRF, $STRK, and $STRD. Learn how to vote:
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$STRCx is now the largest tokenized equity in DeFi, representing @Strategy’s STRC preferred stock.
Tokenized by xStocks, it is already powering yield rate markets across Ethereum and Solana through @Pendle_fi and @ExponentFinance.
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Never enough ₿itcoin.
The trend towards corporate, institution, bank, and nation state adoption of Bitcoin is encouraging and makes us even more bullish on bitcoin.
Strategy bought over 175K BTC this year during a bear market and are responsible for ~91% of all the bitcoin bought by businesses.
No one is catching Michael Saylor.
Strategy leads all companies in tokenized stock value on-chain, with $491M across $MSTR and $STRC.
"$STRCx is now the world’s largest tokenized equity by circulating market cap." Awesome.
$STRCx is now the world’s largest tokenized equity by circulating market cap.
Issued by @Strategy, the world’s largest Bitcoin Treasury Company and tokenized by xStocks, more than $158M of Strategy preferred stock is now onchain.
There is no second ₿est.
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Join us for our Q3 2026 Earnings Call on Thursday, October 29 at 5 PM ET. The call will be livestreamed on Zoom, X, and YouTube. $MSTR $STRC
NVIDIA is ~80% of global AI data center chip revenue,
Micron ~20% of DRAM,
Alphabet ~50% of search advertising,
Microsoft ~50% of productivity software,
Apple ~50% of smartphones,
Amazon ~30% of cloud infrastructure.
Strategy owns ~4% of all Bitcoin ever.
We’re still early.
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Our Q3 digital asset gain would rank #7# among the latest quarterly operating income of S&P 500 companies. $BTC
Cooking $STRC
JUST IN: Robinhood $HOOD announces it added $25,000,000 worth of Bitcoin to its balance sheet.
JUST IN: $6 trillion State Street says 51% of institutional investors expect crypto to go mainstream.
• Allocation projected to rise to 17% from 11%.
• 82% of managers planning crypto distribution.
👉 Bitcoin is inevitable!
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