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People will be out spreading FUD on the next cycle as well.
Just another day in the office
₿TC Strategist ⚡️ retweeted
$MSTR
Time to guess what Strategy’s done over the past week.
A week in which we’ve likely raised capital through $STRC for the first time since May.
Has it also delivered Bitcoin?
It’s been a big week for the company.
We saw daily dividends officially implemented, followed by STRC hitting the $100 mark on Wednesday.
Bitcoin, and especially MSTR, held up remarkably well against the broader market.
Thursday was particularly brutal for equities. The S&P 500 suffered its steepest decline since April 2025, while the Nasdaq recorded its worst day in 19 months.
Against that backdrop;
$IBIT: -2.35%
$MSTR: -1.95%
$STRC: +0.65%
STRC showed phenomenal recovery after Thursday’s pullback, which should serve as a strong vote of confidence for existing shareholders.
Now, there are two things I’m particularly interested in seeing in Monday’s 8-K:
1. Have we seen a reduction in STRC buybacks?
For me, this is one of the clearest signals of whether daily dividends have attracted additional demand.
I believe we’ve started tapering buybacks, and I’d welcome anything below the recent averages.
2. Did we acquire Bitcoin through STRC proceeds?
STRC trackers estimate somewhere between 150–190 BTC accumulated.
At Wednesday’s Bitcoin prices, the higher end of that estimate represents approximately $15M.
Not a significant amount of capital in the grand scheme of things, but an important milestone if confirmed.
I also think replenishing the USD cash balance with a portion of future STRC proceeds would be a sensible move.
My guess for this week:
• $150M–$180M in $STRC buybacks
• 180 BTC acquired via STRC
• USD cash balance replenished through $MSTR
If we’ve successfully acquired Bitcoin through STRC, I suspect Saylor’s signal tomorrow will give us a hint.
Let’s see how close we get.
Mission: Strategy.
bitcoin:native $MSTR $STRC
₿TC Strategist ⚡️ retweeted
Digital credit took four centuries to make possible. From the Dutch East India Company to Bitcoin, this is the story of the ten foundations that brought us here. $STRC
Weekly recap: $MSTR and $ASST | Nov. 2–6 🟠
Both stocks finished below the prior Friday’s close. The filings released this week tell the other part of the story.
$MSTR closed at $128.93, down 1.21%.
Strategy reported:
• 811 BTC bought for $65.5M, averaging $80,846 per BTC.
• 849,327 BTC held.
• About 1.18M common shares sold for $164M net.
• $208.2M spent repurchasing STRC.
• A $4.79B USD Reserve and $132.7M of USD Cash as of Nov. 1.
Those purchases covered Oct. 26–Nov. 1—not this week’s trading period.
$ASST closed at $21.45, down 3.36%.
Strive reported:
• 124 BTC bought at roughly $80,526 each during Oct. 24–30.
• 43,124 BTC held and $490.4M cash as of Oct. 30.
• Q3 net income of $509M, including a $533.7M unrealized BTC fair-value gain. Revenue was $2.7M.
That earnings distinction matters: an unrealized gain isn’t cash generated by the business.
NFA. I hold $BTC, $MSTR and $ASST.
Sources: [Nasdaq MSTR](nasdaq.com/market-activity/s…), [Nasdaq ASST](nasdaq.com/market-activity/s…), [Strategy Nov. 2 8-K](sec.gov/Archives/edgar/data/…), [Strive Nov. 2 8-K](sec.gov/Archives/edgar/data/…), [Strive Q3 results](sec.gov/Archives/edgar/data/…).
A big step up in the right direction. These types of investors generally don’t get easily shaken out by FUD.
$STRC continues to get better as time passes.
And the quarter is…………….good!
$ASST team is on a roll
₿TC Strategist ⚡️ retweeted
Called it.
Bold Prediction Time: The $MSTR rebrand is transitory.
In marketing there is a concept of a "Bridge Brand".
This is a brand/logo a company uses to transition from one identity to another. In this case, I think the final form will be obvious once you see it...
Strategy₿ank.
₿TC Strategist ⚡️ retweeted
$MSTR
The Bitcoin bank narrative is picking up momentum.
Not surprising. Both Saylor and Phong are gradually putting the idea out there more explicitly.
Bullish.
🤖 Made with AI
I understand many remain skeptical given how briefly digital credit has existed, and these investments carry risks.
However, if the model works and Bitcoin scarcity prevails, tickers like $STRC and $SATA along with other preferreds will gradually push Bitcoin’s price higher over time.
I believe Bitcoin will succeed, as will companies who hold it and that manage their capital most efficiently.
I’m not blind to mismanagement risks that could harm the structure, but if I’m correct, these opportunities will pay off.
This is not financial advice. I’ve been studying this space a few years and love what’s happening here. I look forward to the next 5-10 years….If the model proves successful!
Powered by the hardest asset ever!
$BTC
₿TC Strategist ⚡️ retweeted
Introducing Personal Finance in Claude, in beta in the US.
Connect the accounts you choose, and Claude answers your money questions in everyday language, from your own balances and transactions. Access is read-only, and Claude can't move, manage, or invest your money.
Today I added $ASST to my portfolio.
Now I can officially say I’m a shareholder, or according to critics a bag holder 🤣🤣
Either way I’m long and I’m bullish ⚡️
₿TC Strategist ⚡️ retweeted
$MSTR
THE STRC ENGINE IS ACTIVATED.
$100. After 119 trading days.
Trackers estimate 150+ BTC accumulated.
Two major milestones being hit at the same time.
Now it’s time to see what this instrument can do.
It’s been a year in which the conviction of $MSTR shareholders has been tested fiercely.
From Bitcoin sales and sharp drawdowns in our flagship product, to months without meaningful Bitcoin accumulation and periods of dilution.
But despite all of that, management has found a way to turn things around.
To the shareholders who stayed, who didn’t flinch and continued to double down throughout the uncertainty, you have my utmost respect.
I’ve spoken about the encouraging price action we’ve seen since the start of this week and the potential impact of daily dividends.
It’s becoming increasingly clear that the change has drawn additional interest into the instrument.
We’ve accelerated towards the $100 mark in just three trading days since the start of daily dividends, while maintaining above average trading volume:
Monday: 2.12M shares
Tuesday: 1.56M shares
Wednesday: 2.10M shares
An encouraging start, to say the least.
As usual, management has managed to humble even its biggest bulls.
I didn’t anticipate us reaching $100 without first seeing a sustained reduction in buyback activity.
We’ll know more when Monday’s 8-K gives us a clearer picture of how much the buyback volume has tapered.
The bigger question now is how that capital is being deployed.
$STRC trackers are estimating somewhere in the region of 150–190 BTC acquired.
Taking the higher end of that estimate, we’re potentially looking at approximately $15M raised at today’s Bitcoin prices.
Does management prioritise replenishing the USD cash balance through $STRC proceeds, giving us additional flexibility to support future buybacks without tapping $MSTR?
Or do we immediately put that capital to work acquiring more Bitcoin?
We still have two trading days left this week to draw in more capital.
The monster is back.
It’s time for the bears to eat their words.
It’s time for Mission: Strategy.
$BTC $MSTR $STRC
