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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.
Michael Saylor retweeted
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
Michael Saylor retweeted
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…
Michael Saylor retweeted
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:
Michael Saylor retweeted
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
Michael Saylor retweeted
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…
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.
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/…
Michael Saylor retweeted
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
Michael Saylor retweeted
"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…
Michael Saylor retweeted
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…
Michael Saylor retweeted
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…
Michael Saylor retweeted
JUST IN: Strategy's Michael Saylor just said they could become a trillion-dollar company with digital credit as their main business.
"The future of $MSTR is based on converting #Bitcoin capital into credit. Equity will outperform BTC if the credit is good."
"Digital credit is the product, equity is the byproduct. If the credit works, we should trade at a premium." 👀🔥
