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Chaitanya Jain
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Chaitanya Jain✓

@CJ_Bitcoin

Bitcoin at @Strategy | Ex-Private Equity @Blackstone | MBA @HarvardHBS | Ex-Pres. HBS Bitcoin Club | Mechanical Engg. @iitbombay @iitb_moodi

1.2K Following20.4K Followers1.6K Posts
  1. Chaitanya Jain✓@CJ_Bitcoin
    We’re not traders. We don’t speculate or try to time the market. We don’t do technical analysis or draw lines on charts. bitcoin:native is going up forever. There’s only one @Strategy. Buy and hodl.
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  2. Chaitanya Jain✓@CJ_Bitcoin
    Chaitanya Jain
    RT @kevinlhr88: Why won’t @Strategy raise $STRC’s dividend above 12%? I asked @CJ_Bitcoin, who walked us through Strategy’s credit model to explain why. Higher yields might attract more capital, but not necessarily the right capital. Building long-term institutional trust is the harder, but the right path. Full episode below👇
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  5. Chaitanya Jain✓@CJ_Bitcoin
    Bitwise projects $BTC to be a 34% ARR / 28% Vol asset for the next 10 years, with a $1.6 million price target by 2036.
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    Bitwise @Bitwise
    Our “2027 Bitcoin Long-Term Capital Market Assumptions” report is live. Ten-year forecasts for bitcoin’s return, volatility, and correlation to stocks. Base case: BTC to $1.6 million by 2036.
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  6. Bitwise@Bitwise
    Our “2027 Bitcoin Long-Term Capital Market Assumptions” report is live. Ten-year forecasts for bitcoin’s return, volatility, and correlation to stocks. Base case: BTC to $1.6 million by 2036.
    215827999.8K
  8. Chaitanya Jain✓@CJ_Bitcoin
    $STRC upgrades: ✅ USD Reserve (Dec'25) ✅ Active buybacks (Jun'26) ✅ Daily dividends (Oct'26)
    Michael Saylor @saylor
    $MSTR shareholders have approved the Daily Dividends amendment. Preliminary results show 99.3% of votes cast were in favor. The amendment enables $STRF, $STRC, $STRK and $STRD to accrue dividends every calendar day. Thank you to all who voted.
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  9. Michael Saylor✓@saylor
    $MSTR shareholders have approved the Daily Dividends amendment. Preliminary results show 99.3% of votes cast were in favor. The amendment enables $STRF, $STRC, $STRK and $STRD to accrue dividends every calendar day. Thank you to all who voted.
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  10. Chaitanya Jain✓@CJ_Bitcoin
    $STRC vs $MSTR? If the credit works, the equity wins.
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    302127447.2K
  11. Chaitanya Jain✓@CJ_Bitcoin
    Posts @CJ_Bitcoin
    Watch the full conversation with @saturn_credit:
    Chaitanya Jain @CJ_Bitcoin
    My podcast conversation with @saturn_credit (@kevinlhr88, @eosborn88). We cover many challenging and nuanced questions on $STRC including buybacks, dividend rate, target price range, and onchain structuring. Reminder: @Strategy's Q3 2026 earnings call is this Thursday, October 29 at 5 PM ET. Timestamps: 00:45 CJ's Journey from Blackstone to Strategy 02:30 Strategy's Business Model: More Than Leveraged Bitcoin 08:02 Who Owns STRC? Retail vs. Institutional Investors 11:59 Institutional Demand for STRF, STRD, and STRK 14:02 Has the Selling Pressure from June Finally Ended? 17:15 Why Is STRC's Dividend Rate 12%? 30:55 Are STRC Buybacks a Sign of Weak Demand? 33:20 Strategy's Plans for Its Other Preferred Stocks 39:16 Did Strategy Grow STRC Too Quickly? How Big Can It Get? 45:49 Why Doesn't STRC Have the Same Investor Protections as SATA? 49:32 Why Not Let STRC Trade Above $100? 54:16 Can Strategy Maintain Bitcoin Amplification at Scale? 57:01 STRC vs. MSTR: Are Shareholder Interests in Conflict? 1:00:03 Do STRC Buybacks Undermine the Benefits of Perpetual Financing? 1:03:09 Maximizing Bitcoin per Share: When Should Strategy Issue Equity? 1:08:25 Behind the Scenes: How Strategy Makes Capital Allocation Decisions 1:14:02 Bringing Digital Credit Onchain with Saturn 1:17:35 Who Will Buy STRC During a Bitcoin Bull Market? 1:20:47 The Future of Onchain Credit: Global Access and Structured Products
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  12. Chaitanya Jain✓@CJ_Bitcoin
    My podcast conversation with @saturn_credit (@kevinlhr88, @eosborn88). We cover many challenging and nuanced questions on $STRC including buybacks, dividend rate, target price range, and onchain structuring. Reminder: @Strategy's Q3 2026 earnings call is this Thursday, October 29 at 5 PM ET. Timestamps: 00:45 CJ's Journey from Blackstone to Strategy 02:30 Strategy's Business Model: More Than Leveraged Bitcoin 08:02 Who Owns STRC? Retail vs. Institutional Investors 11:59 Institutional Demand for STRF, STRD, and STRK 14:02 Has the Selling Pressure from June Finally Ended? 17:15 Why Is STRC's Dividend Rate 12%? 30:55 Are STRC Buybacks a Sign of Weak Demand? 33:20 Strategy's Plans for Its Other Preferred Stocks 39:16 Did Strategy Grow STRC Too Quickly? How Big Can It Get? 45:49 Why Doesn't STRC Have the Same Investor Protections as SATA? 49:32 Why Not Let STRC Trade Above $100? 54:16 Can Strategy Maintain Bitcoin Amplification at Scale? 57:01 STRC vs. MSTR: Are Shareholder Interests in Conflict? 1:00:03 Do STRC Buybacks Undermine the Benefits of Perpetual Financing? 1:03:09 Maximizing Bitcoin per Share: When Should Strategy Issue Equity? 1:08:25 Behind the Scenes: How Strategy Makes Capital Allocation Decisions 1:14:02 Bringing Digital Credit Onchain with Saturn 1:17:35 Who Will Buy STRC During a Bitcoin Bull Market? 1:20:47 The Future of Onchain Credit: Global Access and Structured Products
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    132620753.2K
  13. Chaitanya Jain✓@CJ_Bitcoin
    Chaitanya Jain
    RT @saturn_credit: Introducing Escape Velocity, a Saturn podcast exploring the future of digital finance. For our debut episode, we're joined by Chaitanya Jain (@CJ_Bitcoin), Head of Bitcoin Products & IR at @Strategy. We dive into $STRC buybacks, sustaining $MSTR's Bitcoin amplification, bringing digital credit onchain, and more. Timestamps: 00:45 CJ's Journey from Blackstone to Strategy 02:30 Strategy's Business Model: More Than Leveraged Bitcoin 08:02 Who Owns STRC? Retail vs. Institutional Investors 11:59 Institutional Demand for STRF, STRD, and STRK 14:02 Has the Selling Pressure from June Finally Ended? 17:15 Why Is STRC's Dividend Rate 12%? 30:55 Are STRC Buybacks a Sign of Weak Demand? 33:20 Strategy's Plans for Its Other Preferred Stocks 39:16 Did Strategy Grow STRC Too Quickly? How Big Can It Get? 45:49 Why Doesn't STRC Have the Same Investor Protections as SATA? 49:32 Why Not Let STRC Trade Above $100? 54:16 Can Strategy Maintain Bitcoin Amplification at Scale? 57:01 STRC vs. MSTR: Are Shareholder Interests in Conflict? 1:00:03 Do STRC Buybacks Undermine the Benefits of Perpetual Financing? 1:03:09 Maximizing Bitcoin per Share: When Should Strategy Issue Equity? 1:08:25 Behind the Scenes: How Strategy Makes Capital Allocation Decisions 1:14:02 Bringing Digital Credit Onchain with Saturn 1:17:35 Who Will Buy STRC During a Bitcoin Bull Market? 1:20:47 The Future of Onchain Credit: Global Access and Structured Products
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  14. Chaitanya Jain✓@CJ_Bitcoin
    Chaitanya Jain
    RT @joaodealmeida_: High-Yield account is quickly becoming one of the most popular products on @savewithcastle Castle customers hold an average of $33,272 in their High-Yield accounts powered by $STRC And most are choosing to turn those dividends into bitcoin. 🧵
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  15. Chaitanya Jain✓@CJ_Bitcoin
    Chaitanya Jain
    RT @saylor: Our goal is to grow Bitcoin per share. Here’s how Strategy puts Digital Capital, Digital Credit, and Digital Equity to work. $MSTR
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  17. Chaitanya Jain✓@CJ_Bitcoin
    Chaitanya Jain
    RT @Strategy: One week until our Q3 2026 Earnings Call. Mark your calendar for Thursday, Oct. 29 at 5 PM ET, live on X and YouTube. $MSTR $STRC
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  18. Chaitanya Jain✓@CJ_Bitcoin
    Chaitanya Jain
    RT @ChrisJKuiper: A new BTC demand driver is emerging. Our latest research piece from analyst Zack Wainwright examines the rise of perpetual preferred stocks -- another transparent demand driver we can observe for BTC. He puts their growth in the context of Bitcoin ETPs, examines why they may appeal in a world of expanding fiat and debt, and closes with a comparison to the Pyramids of Giza to illustrate the market's potential scale.
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  19. Chaitanya Jain✓@CJ_Bitcoin
    Chaitanya Jain
    RT @saturn_credit: Saturn will host Chaitanya Jain (CJ) @CJ_Bitcoin, Head of Bitcoin Product & Investor Relations at @Strategy, for a podcast on Friday, October 23. Submit questions for CJ in the replies before Friday. Details below.
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  20. Chaitanya Jain✓@CJ_Bitcoin
    Chaitanya Jain
    RT @IIICapital: The Fundamental Bull Case for Bitcoin Explained in 29 Minutes Timestamps: 00:00 The fundamental bull case for Bitcoin 00:41 Why saving pushes us into investing 01:39 Barter and the emergence of money 04:24 The 5 properties of good money 05:43 Rai stones and glass beads 07:03 Rome: silver content falls from 94.5% to 5% 07:29 Gold’s 5,000-year monetary history 08:15 How credit becomes money 09:18 2% inflation vs. 6.7% money supply growth 10:43 Who gets the new money first? 11:38 Government debt and the interest-rate trap 13:13 Stocks, real estate, and the scarcity problem 15:35 Homes, gold, and stocks priced in Bitcoin 16:00 Bitcoin’s 21 million supply limit 16:41 Supply growth: dollars vs. gold vs. Bitcoin 17:08 Why more mining can’t increase issuance 18:31 Copying Bitcoin’s code and its network effects 19:26 Self-custody and verifying your Bitcoin 20:18 How credit expands demand for assets 21:20 Bitcoin as 24/7 collateral 22:11 AI, abundance, and absolute scarcity 23:06 Institutional adoption is getting started 24:00 Bitcoin volatility: 170% to 44% 24:43 Digital credit: income and amplified Bitcoin 25:42 Could quantum computing threaten Bitcoin? 26:44 Could AI break Bitcoin’s cryptography? 27:22 Energy, government bans, and intrinsic value 27:53 Bitcoin’s potential share of global wealth
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  21. Chaitanya Jain✓@CJ_Bitcoin
    What does $STRC mean for $MSTR holders? We capture a spread between $BTC ARR and our cost of credit. And our objective is to double Bitcoin Per Share (BPS) over 7 years.
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    1491198.7K
  22. Chaitanya Jain✓@CJ_Bitcoin
    Posts @CJ_Bitcoin
    Watch the full conversation with @RobinSeyr:
    Chaitanya Jain @CJ_Bitcoin
    My podcast conversation with @RobinSeyr. We discuss @Strategy's products, policies, objectives, valuation, and vision. $MSTR $STRC 00:00 The Path to the Biggest Company on Earth 13:02 From Convertible Debt to a $300 Trillion Market 20:02 Why Bitcoin Per Share Is the Key Metric 29:24 Buying Bitcoin Through a Bear Market 35:53 Can a 12% Yield Last 45:07 Daily Dividends and the Shareholder Vote 57:10 Buybacks and the $100 Target 1:09:51 Cash Reserve, Credit Rating and MSCI
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  23. Chaitanya Jain✓@CJ_Bitcoin
    My podcast conversation with @RobinSeyr. We discuss @Strategy's products, policies, objectives, valuation, and vision. $MSTR $STRC 00:00 The Path to the Biggest Company on Earth 13:02 From Convertible Debt to a $300 Trillion Market 20:02 Why Bitcoin Per Share Is the Key Metric 29:24 Buying Bitcoin Through a Bear Market 35:53 Can a 12% Yield Last 45:07 Daily Dividends and the Shareholder Vote 57:10 Buybacks and the $100 Target 1:09:51 Cash Reserve, Credit Rating and MSCI
    Download
    232923159.2K
  24. Chaitanya Jain✓@CJ_Bitcoin
    Chaitanya Jain
    RT @Strategy: Our Digital Credit can withstand 0% $BTC ARR for 49 years. At 2.2% ARR, our dividends are covered forever. $MSTR $STRC
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