Digital Credit - Weekly Close (Sep. 18)
$BTC broke $81K and digital credit issuers’ common equities ran with it, big time… 🚀
@Strategy is back to compounding...
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$MSTR +17.5% w/w to $153.92, its best week since August 2026. Net mNAV rebuilt to 1.19x and the treasury now sits on $4.9B of unrealized gains. 😱
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$STRC $98.51 (-0.1% w/w), 12.2% effective yield. Another $139M repurchased announced earlier in the week; the buyback program is approaching $1B retired while
$STRC climbs back to $100
@Strive hit a massive milestone...
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$ASST +8.9% w/w to $30.09. Net mNAV 2.37x, and
$BTC yield YTD is up to +49.5%. 🤯
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$SATA back above par at $100.01 (+0.3% w/w), 13.0% effective yield. The treasury crossed 25,000
$BTC, and what is left of the short pays 28.1%/yr with half a day to cover.
Where digital credit closed, updated daily. 👇
treasurytracker.net