Bitcoin at @Strategy | Ex-Private Equity @Blackstone | MBA @HarvardHBS | Ex-Pres. HBS Bitcoin Club | Mechanical Engg. @iitbombay @iitb_moodi
Tysons, VA
- Tweets 9
- Following 2,418
- Followers 24
- Likes 2
C retweeted
Private Equity will not be replaced by $BTC. Instead, $BTC will integrate into and improve Private Equity.
Congrats and best of luck @LynAldenContact, @nico_lechuga, and team!
Private equity generally aims to buy businesses, cut costs, and flip them in 4-7 years for a profit.
As an alternative, we started a company to buy and hold businesses, and back them up with a bitcoin treasury:
lynalden.com/orange-juice/
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"We're not going anywhere. We're the largest identified holder of bitcoin. My objective would be [to remain] the largest buyer of bitcoin for the foreseeable future." $BTC
I joined @kgreifeld and @RomaineBostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin.
01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform
01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities
01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders
02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC
04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets
05:41 - Balance sheet resilience and why debt risk is low
06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere”
07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market
08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance
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We now have 20.4 months of dividend coverage through our USD Reserve. $STRC
Strategy has increased its USD Reserve by $450 million. As of 7/12/2026, we hodl ₿843,775 in our BTC Reserves and $3.0 billion in our USD Reserves. $MSTR $STRC strategy.com/press/strategy-…
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Annual Dividends = $1.8 Billion
$BTC Reserves = $54 Billion
BTC Breakeven ARR = Annual Dividends / BTC Reserves = $1.8B / $54B = 3.3%
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Spent the day collecting feedback on @Strategy’s updated framework and announcements from our largest institutional investors across the capital stack, equity research analysts, and retail investors online.
Clear appreciation for our expanded optionality, decisiveness, and long-term commitments.
Long way to go. Onwards and upwards. $MSTR $STRC
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Today marks a significant evolution of @Strategy’s business model.
We now have maximum optionality with buyback programs for $MSTR and $STRC, alongside a monetization program for $BTC.
And as always, we remain committed to full transparency.
Strategy announces a Digital Credit Capital Framework designed to strengthen Digital Credit, enhance liquidity, preserve long-term Bitcoin exposure, and support long-term value creation. $MSTR $STRC strategy.com/press/strategy-…
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At @Strategy, we obsess over optionality, convexity, and adaptability.
We are never finished. The business continually learns, evolves, and compounds.
Thank you to our investors for sharing feedback, challenging us, and engaging openly. We value your trust, and we serve you.
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