Bitcoin is Hope.com | $BTC Hodler | @Strategy Founder & Chairman | bio michael.com | free education saylor.org | $MSTR $STRC
Miami Beach, FL
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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.
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Strategy
LaDoger 🟧
NVIDIA is ~80% of global AI data center chip revenue,
Micron ~20% of DRAM,
Alphabet ~50% of search advertising,
Microsoft ~50% of productivity software,
Apple ~50% of smartphones,
Amazon ~30% of cloud infrastructure.
Strategy owns ~4% of all Bitcoin ever.
We’re still early.
Our Q3 digital asset gain would rank #7 among the latest quarterly operating income of S&P 500 companies. $BTC
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Michael Saylor retweeted
I'm excited to share we're adding $25 million of Bitcoin to our balance sheet.
We believe firmly in the future of crypto and view this as a strategic move for our overall asset diversification.
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Michael Saylor retweeted
Strive's asset management business surpassed $3B in AUM for the first time yesterday.
The publicly reported Bitcoin on Strive's balance sheet sits at $2.46B as of this morning.
$3B^2 soon.
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Digital Credit is expanding the Bitcoin economy. More issuers bring more investors, more capital, and more opportunity. The success of the industry benefits us all.
Made with AI
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Michael Saylor retweeted
Earlier today, I recorded a podcast with @OneChairPod.
It was a pleasure speaking with @GrafYves and @quentinisonx about what we are building at Smarter Web.
As our industry continues to grow, we need MORE high-quality content. Please give them a follow and support the great work they are doing.
LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8
The Smarter Web Company $SWC is about to switch on a second capital-raising engine.
@asjwebley, CEO & Founder of @smarterwebuk, joins us to go deep on $MORE, its new perpetual preferred equity, and what it could mean for $SWC.
We discussed:
→ 12% initial dividend, paid weekly
→ Why $MORE is targeting £100 par
→ The 35% amplification ratio — and why it could go way higher
→ Replacing Coinbase debt with permanent capital
→ Retail vs. institutional demand
→ Growing Bitcoin per share across different market conditions
→ Why Bitcoin is now the hurdle rate for every acquisition
→ How $SWC + $MORE could work together as two capital-raising engines
If $MORE works as intended, this could be the beginning of a very different phase for The Smarter Web Company.
And potentially a very powerful new flywheel for $SWC.
00:00 Andrew Webley: Building the UK’s Bitcoin Treasury Company
04:47 Why Smarter Web Used Bitcoin-Backed Coinbase Debt
11:22 Why Smarter Web Is Replacing Debt With MORE
15:27 MORE: The UK’s First Bitcoin Treasury Preferred Stock
19:35 How MORE Targets £100 Par Value
25:47 Who Will Buy MORE? Retail vs Institutional Investors
29:12 Why MORE Has a 35% Amplification Ratio
35:55 Are Institutions Warming Up to Bitcoin Treasuries?
40:46 Smarter Web’s Acquisition Strategy: Why Bitcoin Is the Hurdle Rate
43:16 Could Smarter Web Acquire Companies Outside the UK?
45:02 What Types of Companies Could Smarter Web Acquire Next?
47:16 Can Any Acquisition Really Outperform Bitcoin?
48:27 Will The Smarter Web Company Change Its Name?
50:46 Building Through the Bitcoin Treasury Bear Market
52:37 What Comes Next for Smarter Web and MORE?
Full episode 👇
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The new michael.com is live. Explore my interviews, keynotes, articles, presentations, and resources on Bitcoin, digital assets, and the future of money. Redesigned to make the ideas easier to find.
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Michael Saylor retweeted
Welcome Back to The Hurdle Rate
Episode 77: Bitcoin Is Cheap. Amplify Now.
In this week's Hurdle Rate, the crew breaks down Strive adding 2,000 BTC, a 99% Q3 total return, and the new $500M SATA repurchase facility. They also discuss the push to 60% amplification, why US capital markets are the major leagues, and why Luke Gromen's "paper gold" comparison doesn't fit digital credit.
Here's the latest with @ColeMacro, @PunterJeff, @AdamBLiv, and @TimKotzman
Timestamps:
00:00 - Intro
01:42 - Strive's Q3: 99% Total Return
07:56 - The $500M SATA Repurchase Facility
09:47 - Targeting 60% Amplification
11:23 - Managing Downside Risk
19:02 - Stop Fearing the Downside
25:43 - Think Bigger
32:58 - Why US Capital Markets Win
40:26 - Bitcoin Treasuries Conference Recap
47:11 - Bitcoiners vs. TradFi
53:47 - Luke Gromen's Digital Credit Confusion
$ASST $SATA $MSTR $STRC $BTC
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Michael Saylor retweeted
Live now: Ondo’s STRCon powers @saturn_credit’s latest digital credit upgrade.
Redemptions from sUSDat to USDat move from T+7 to T+1, with 24/7 pricing.
Tokenized assets are becoming the foundation for a new generation of financial products.
Today, Saturn upgraded its infrastructure with @Ondo technology to make digital credit liquid, 24/7, and composable, so structured yield products can reach investors who previously couldn't access them.
The sUSDat V2 upgrade is now complete.
Full details below.
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You can now vote on the proposal for daily dividends on every calendar day for $STRF, $STRC, $STRK, and $STRD. Make your voice heard and your vote count. To learn more and find out how to vote, click here:
strategy.com/mstr/votes
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Michael Saylor retweeted
Strive acquired 2,000 $BTC for $169M at an average cost of $84,422 per bitcoin, bringing total holdings to ₿29,462.
61.5% of capital raised came from SATA, with warrants generating $56.7M.
Today’s 8-K also highlights key metrics and KPIs through 3Q26.
$ASST $SATA
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