注册并分享邀请链接,可获得视频播放与邀请奖励。

Adam Livingston
@AdamBLiv
The Bitcoin Wizard | Author of The Great Harvest | @BitcoinForCorps | Analysis @Swan | Advisor @saturn_credit | MSTR + MTPLF + ASST HODLER |
加入 January 2025
262 正在关注    81.7K 粉丝
STRC is now trading 35% of MSTR's daily share volume on a 7-day MA. SATA is at 6% of ASST. But that's the wrong number. Run the dollar volume instead. Over the last 30 days: MSTR ~$2.96B/day · STRC ~$409M/day → STRC = 14% of MSTR's dollar flow ASST ~$55M/day · SATA ~$19M/day → SATA = 35% of ASST's dollar flow The ratio inverts because share volume hides what par-priced instruments actually move. A SATA share trades at ~$100. An ASST share trades at ~$17. One SATA print is six ASST prints. Of every dollar of capital touching the Strategy stack on a given day, 12¢ goes through STRC. Of every dollar touching the Strive stack, 26¢ goes through SATA. Strive's preferred is doing more of the work for its common than Strategy's is, proportional to the size of each ecosystem. In absolute terms STRC is a $400M+ daily market. SATA is still a $19M one. The instrument is real on both sides. The scale isn't comparable yet. Watch the trajectory. STRC went from 4% of MSTR share volume in November to 35% today. Six months. But remember, SATA is a LOT newer than STRC. The same curve is starting to bend on SATA - 2% to 6% over the same window - just from a smaller base. Can't wait to continue watching digital credit adoption in real time... especially with daily and semi-monthly dividends for the instruments.
显示更多
0
8
157
9
转发到社区