@saylor

Bitcoin is https://xitter.cf/t.co/KbbYe74DgB | $BTC Hodler | @Strategy Founder & Chairman | bio https://xitter.cf/t.co/9Zlq0oHYnP | free education https://xitter.cf/t.co/4L1s0ix7FE | $MSTR $STRC

 Miami Beach, FL
strategy.com
Joined January 2011
  • Tweets8.5K
  • Following800
  • Followers5.2M
2.3KMedia
Bitcoin has won. Global consensus is that $BTC is digital capital. The four-year cycle is dead. Price is now driven by capital flows. Bank and digital credit will determine Bitcoin’s growth trajectory. The biggest risk is bad ideas driving iatrogenic protocol changes.
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Michael Saylor retweeted
Apyx
@apyx_fi6h
Fresh numbers on enhanced digital credit yield. 🔍 $apyUSD 30D APY: 13.79% Think $STRC makes its way back to par? Implied yield with $apxUSD recovery: 14.73% DeFi yield is good. Enhanced digital credit yield is even better. 🫡
Bar chart, DeFi Yield Comparison, 2026-10-22. apyUSD 30-day APY 13.79%. Hypothetical implied yield with apxUSD recovery: 14.73%. 10Y U.S. Treasury 5.13%, sUSDe 4.83%, USDC on Aave v3 3.79%, sUSDS 3.80%. Yields are variable and not guaranteed.

ALT Bar chart, DeFi Yield Comparison, 2026-10-22. apyUSD 30-day APY 13.79%. Hypothetical implied yield with apxUSD recovery: 14.73%. 10Y U.S. Treasury 5.13%, sUSDe 4.83%, USDC on Aave v3 3.79%, sUSDS 3.80%. Yields are variable and not guaranteed.

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Corporate training.
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A new source of BTC demand is emerging. BTC-focused perpetual preferred stocks have accumulated more than 135,000 BTC in just over a year, despite representing only a fraction of the global fixed income market. What could happen if adoption expands? 🔗 Read our latest research: go.fidelity.com/ernlPz
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Michael Saylor retweeted
Strategy
@StrategyOct 21
Our BTC Reserve is worth 6.3x the combined notional of STRC and all securities senior to it, net of USD Assets. $MSTR $STRC
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Michael Saylor retweeted
Chris Kuiper, CFA
@ChrisJKuiperOct 21
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. fidelitydigitalassets.com/re…

Perpetual Preferred Stock: The Newest Demand Catalyst in Bitcoin

Education and Insights See how perpetual preferred stocks offer a Bitcoin-adjacent path that may expand institutional demand and influence market dynamics.

fidelitydigitalassets.com
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Michael Saylor retweeted
True North
@TNorthOct 21
Digital Credit is Bitcoin, refined. 2026 YTD annualized volatility: ASST + MSTR: 95% Bitcoin: 45% SATA + STRC: 24% Same raw material. Structured finance sends the volatility to the common equity and strips it out of Digital Credit:
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Michael Saylor retweeted
Christian Moss
@MandelDuckOct 21
Bitcoin Seinfeld: Bitcoiners at the Airport part 3 This one actually happened to me, and a few others have said similar stories, have you noticed it?
🤖 Made with AI
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Michael Saylor retweeted
Strategy
@StrategyOct 21
Digital Credit is in its sophomore year. $STRC
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The bull market is calling.
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Michael Saylor retweeted
Strategy
@StrategyOct 20
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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Michael Saylor retweeted
Strategy
@StrategyOct 20
Bitcoin for Corporations is back for its 7th annual event. Join us March 31 – April 1, 2027, in Orlando, FL, as corporate leaders, investors, and innovators come together to explore the future of the Digital Economy. Register now: strategy.com/world27/bitcoin…

Bitcoin for Corporations | March 31 - April 1, 2027 | Orlando

Conference • March 31 - April 1, 2027 • Orlando • Explore Bitcoin's potential in redefining corporate treasury strategies.

strategy.com
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J.P. Morgan Asset Management’s base case projects Bitcoin to outperform U.S. stocks, bonds and gold over the next decade. Wall Street is doing the math.
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Source: J.P. Morgan Asset Management’s 2027 Long-Term Capital Market Assumptions. See pages 46–47 for the Bitcoin analysis, assumptions and return comparison. am.jpmorgan.com/content/dam/…
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Welcome Back to The Hurdle Rate Episode 78: Bitcoin Fell, We Grew 6x In this week’s Hurdle Rate, the crew breaks down the $700M SATS IPO, Strive’s first year as a public company, and growing from 5,886 to 36,818 $BTC through a bear market. They also discuss why $SATS is a 15% fixed rate preferred junior to $SATA, how the $ASST amplification engine was built, and what TradFi investors asked during a high yield selloff. Here’s the latest with @ColeMacro, @PunterJeff, @Werkman, @IIICapital, and @AdamBLiv. Timestamps: 00:00 - Intro 00:54 - Strive’s First Year 06:58 - 6x the Bitcoin in a Bear Market 14:40 - The Amplification Engine 22:18 - The Dream Bear Market 25:22 - Why SATS Is 15% Fixed 34:32 - Designing SATS 42:27 - Treasury Breakeven ARR 46:40 - The Digital Credit Bubble 55:54 - Pricing Through a High Yield Selloff 01:01:13 - What’s Your LTV? 01:06:30 - The 18-Month Dividend Reserve
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Michael Saylor retweeted
Phong Le
@phongleOct 20
"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. fidelitydigitalassets.com/re…

Perpetual Preferred Stock: The Newest Demand Catalyst in Bitcoin

Education and Insights See how perpetual preferred stocks offer a Bitcoin-adjacent path that may expand institutional demand and influence market dynamics.

fidelitydigitalassets.com
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Michael Saylor retweeted
Strategy
@StrategyOct 20
Digital Credit gives people yield they wouldn't otherwise have access to. $STRC
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Michael Saylor retweeted
Matt Cole
@ColeMacroOct 20
SATS is now listed on Nasdaq.
 
15.00% fixed annualized dividend rate based on $100 stated amount. Paid every business day.
 
First dividend: November 9, 2026, inclusive of dividends accrued since the October 20 closing.

$SATS $ASST $SATA
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Michael Saylor retweeted
Schwab Network
@SchwabNetworkOct 19
One thing that is clear to @saylor: "We'll have a lot more goods and services created by the robots, and a lot more capital created by tech winners. So what are you going to buy? The thing you're going to buy is something the robots can't make more of." "They're going to buy bitcoin because robots can't make more bitcoin," he tells @sam_vadas. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
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Michael Saylor retweeted
Schwab Network
@SchwabNetworkOct 19
Bitcoin will reach $100,000 sometime in the next 12 months, according to @saylor. He also explains some of the key drivers to watch for bitcoin, including monetary policy. For more market news, tune in at: SchwabNetwork.com/?CID=SM:Tw…
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It's going up forever, Laura.
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