- Phong LeRT @samcallah: Fidelity Digital Assets recognizes the enormous opportunity to channel incremental demand from traditional fixed-income markets into Bitcoin. "The global fixed income market is valued at approximately $150 trillion. To date, these new perpetual preferred stocks represent about $12 billion in market share and have facilitated the accumulation of over 135,000 bitcoin. To put this fixed income example in relative terms, consider the Great Pyramid of Giza, which contains roughly 2.3 million stone blocks. If we equate this to a total addressable global fixed income market of $150 trillion, then $12 billion would be equivalent to just 153 stone blocks “laid” via bitcoin-focused perpetual preferred stocks. Continuing the analogy, the entire market cap of bitcoin would equate to roughly 25,000 stone blocks. This illustrates the vast, largely untapped potential for further investment in bitcoin-adjacent products within the fixed income space."0370820
- "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.286261550.5K
- Noise: private credit, inflation, diesel, press secretaries, flying cars, indices, France, Treasuries. Signal: Bitcoin.831532K35.3K
- Phong LeRT @teresagoody: Excited for this fireside chat with @phongle on the rise of Bitcoin and Digital Credit. What happens when Bitcoin becomes the foundation for a new generation of financial products? Join us on the Main Stage Tues 10/20 at 1:55pm PT to find out! #Money2020USA 2026! @Strategy @BellementisPLLC #SophieLex Get your pass here:070947
- Phong LeRT @xStocksFi: Daily dividends are coming to $STRCx. Pending shareholder approval, $STRCx will rebase daily from November, with dividends accruing automatically to your balance. Rate markets are live on @Pendle_fi and @ExponentFinance.Strategy @StrategyStrategy has conditionally declared daily dividends on $STRC for November 1–30, 2026, maintaining the 12.00% annual dividend rate. The declaration is subject to shareholder approval of the daily dividend amendment on October 28.0310899
Strategy@StrategyStrategy has conditionally declared daily dividends on $STRC for November 1–30, 2026, maintaining the 12.00% annual dividend rate. The declaration is subject to shareholder approval of the daily dividend amendment on October 28.662032K173K- Phong LeRT @xStocksFi: 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.0360909
- 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.Strategy @StrategyStrategy’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.com782932.3K82.4K
- "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:nativeMichael Saylor @saylorBitcoin 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 capital219986650.6K
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 capital2574013.1K276K- $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.Phong Le @phongleOur primary corporate objective.711021.3K76.9K
- Nice job @chasepalmieri and @CJ_Bitcoin. A thoughtful discussion on $BTC, $MSTR, and $STRC past, present, and future.Chaitanya Jain @CJ_BitcoinMy 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 Media224241449.6K
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 Media3035353108K- I voted "For" amending $STRC, $STRF, $STRK, and $STRD to permit daily dividends.
Strategy @Strategy$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:601502.3K76.4K - Phong LeRT @xStocksFi: $STRCx is now the largest tokenized equity in DeFi, representing @Strategy’s STRC preferred stock. Tokenized by xStocks, it is already powering yield rate markets across Ethereum and Solana through @Pendle_fi and @ExponentFinance.0310916
- Never enough ₿itcoin.Alex 👽 @AlexesNakamotoOn₿oarding. Embrace Bitcoin. Completely.246297319.3K
- The trend towards corporate, institution, bank, and nation state adoption of Bitcoin is encouraging and makes us even more bullish on bitcoin.The ₿itcoin Therapist @TheBTCTherapistStrategy bought over 175K BTC this year during a bear market and are responsible for ~91% of all the bitcoin bought by businesses. No one is catching Michael Saylor.165264514.5K
Strategy bought over 175K BTC this year during a bear market and are responsible for ~91% of all the bitcoin bought by businesses. No one is catching Michael Saylor.14811119.5K- "$STRCx is now the world’s largest tokenized equity by circulating market cap." Awesome.xStocks @xStocksFi$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.481371.3K95.5K
