Daily AI + BTC + MSTR/STRC edge | Robotics & abundance thesis | Investing in the new world. Daily digests

AIGuideBTCPath retweeted
1. Stocks will all be tokenized 2. Bonds will all be tokenized 3. Funds will all be tokenized 4. Real estate will be tokenized 5. Private credit will be tokenized 6. Commodities will be tokenized 7. Treasuries will be tokenized 8. Art will be tokenized 9. Collectibles will be tokenized 10. Infrastructure will be tokenized 11. Insurance will be tokenized 12. Company shares will be issued onchain 13. Stablecoins will become the default rails for moving money 14. Every major financial institution will have an onchain product 15. Every major asset manager will have tokenized products 16. Financial markets will trade 24/7 17. Settlement will move from days to seconds 18. Ownership will become programmable 19. Collateral will become composable 20. Assets will move across borders without traditional financial plumbing 21. The distinction between crypto and finance will keep disappearing 22. Tokenized assets will become normal for the average investor 23. Billions of people will eventually interact with tokenized assets without even thinking about it 24. The majority of financial assets will eventually have an onchain representation 25. Tokenization will become so normal that we stop calling it tokenization
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Who’s still shorting the orange machine? $MSTR / $STRC / $BTC — Thu Sep 24 • ₿ ~$83.8k (−2%) • $MSTR ~$162 (−3%) • $STRC ~$98.9 (near par, 12% rate) • Stack: 846,000 BTC • Avg cost ~$75.4k | cost basis ~$63.8B • Mark ~$71B → ~+$7B unrealized • Last week (Sep 14–20): bought 950 BTC for $75.7M (@ ~$79.7k) • Also repurchased $174M STRC from cash • No ATM equity sales • USD assets still ~$6.1B • Saylor: “Friends don’t let friends short Bitcoin.” + “Stretch your income. $STRC” Stack grows. Preferreds defended. Cash still thick. When BTC hits $100k then MSTR should be trading between $195-$220. What’s your prediction? And when will BTC hit $100k again? Oct 23, 2026. NFA.
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$TSLA hits one month high. Go green candles.
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$MSTR / $STRC / $BTC — Wed Sep 23 BTC ~$86k MSTR ~$167 STRC ~$99 (near par) Strategy bought 950 BTC for $75.7M (avg ~$79.7k) Holdings now 846,000 BTC (avg cost $75,416) $174M STRC buyback same week (cash-funded, no ATM) USD Reserve $5.04B + USD Cash $1.05B as of 9/20 Saylor posting: “Friends don’t let friends short Bitcoin,” “Stretch your income $STRC,” “Ya’ll sold?!??”
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$MSTR / $STRC / $BTC — Sep 22 • BTC ~$86k (highest since Jan) • MSTR closed $168.50 (+9.5%) • STRC ~$98.80, hugging par • Strategy added 950 BTC for $75.7M (avg $79,670) • Stack now 846,000 BTC | cost basis $63.8B | avg $75,416 • Unrealized gain ~$8B+ at current prices • Also spent $174M buying back STRC preferred • USD Reserve $5.04B + USD Cash $1.05B • Saylor: “We’re so ₿ack.” / “Educate the ₿ears.”
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$MSTR / $STRC / $BTC — Mon Sep 21 • BTC ~$81k–$85k (Saylor credit metric $81.2k); MSTR Fri close $153.92, premarket ~$164–165 • STRC ~$98.5–$99, still stretching toward $100 par • Holdings now 846,000 BTC @ avg $75,416 ($63.80B cost) as of 9/20 • Bought 950 BTC for $75.7M (avg $79,670) with USD Cash • Repurchased 1.77M STRC shares for $174M • USD Reserve $5.04B + USD Cash $1.05B = $6.09B total USD assets • Saylor: STRC BTC Credit 53 bps (10% ARR / 40% vol / $81.2k) • Sources: Strategy 8-K (9/21), @saylor We’re back in accumulation mode while still cleaning the preferred stack.
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Saylor orange surge on MSTR $BTC hold steady for the week or spike above $84k? $MSTR / $STRC / $BTC — Sep 20 • BTC ~$80.4k (Fri close ~$81k after +6% surge)
• $MSTR closed $153.92 (+16.4%) on the BTC + policy wave
• $STRC $98.51 — still stretching toward $100 par
• Holdings steady: 845,050 BTC at ~$75.4k avg cost
• House panel advanced Strategic Bitcoin Reserve bill (H.R. 8957)
• SEC temp exemption for tokenized securities lit the fuse
• Saylor: “A little more orange.” Bitcoin is the Strategy
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AIGuideBTCPath retweeted
A little more orange.
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AIGuideBTCPath retweeted
$MSTR was the #1 performer in the Nasdaq-100 over the last month, up 48%.
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BTC ~$81.1k · MSTR $153.92 (after that +16% day) My base case into Sept 30: • BTC: $78–84k (~45%) — mode ~$80–82.5k • MSTR: $140–165 (~42%) — mode ~$148–158 Bulls need follow-through above $81.7k / $165. Bears still have a clean path if $80k or MSTR’s ~$136–137 reclaim fails. Watch: ETF flows, Sep 25 expiry / quarter-end, and PCE+GDP on Sep 30 8:30 ET. Not financial advice. Short-horizon odds are noisy.
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$MSTR / $STRC / $BTC — Sep 19 • BTC ~$81.2k (up ~6% Fri; still climbing Sat) • $MSTR closed $153.92 (+16.4% Fri on the BTC move) • $STRC ~$98.50, still stretching toward the $99–$100 target zone • Holdings unchanged: 845,050 BTC at ~$75,412 avg cost • Latest 8-K (period Sep 8–13): zero BTC bought or sold; $139.3M $STRC buyback from USD Cash • Cumulative $STRC repurchases ~$950M since late July; authorization raised to $2B • Saylor (Sep 17): SEC temporary exemption opens 24/7 on-chain trading of tokenized $STRC / $MSTR • USD Reserve $5.1B + USD Cash ~$1.3B (strategy.com dashboard)
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$MSTR / $STRC / $BTC — Sep 18 (pricing update, ~10:10 a.m. ET) • $BTC ~$80k (+~2% vs ~$76.4k prior) • $MSTR ~$144.50 (+9% vs $132.25 close; session range ~$136–$145) • $STRC ~$98.35–$98.40 (+0.2–0.3% vs $98.13 close) — still ~$1.60 short of $100 par • Holdings still 845,050 BTC (avg cost ~$75.4k); no new buy/sell 8-K this morning • Last disclosed week (through 9/13): $139M STRC buybacks, stack frozen • USD assets last printed ~$6.4B (Reserve + Cash as of 9/13) • Saylor: SEC innovation exemption for 24/7 tokenized $STRC / $MSTR • Today’s lines: “Making ₿elievers.” / “Get to work, ₿uddy.”
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$MSTR hits 1 month high. Thats a great green candle.
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$MSTR / $STRC / $BTC — Sep 17 Is the bear over? • BTC ~$76.5k • MSTR ~$130 • STRC ~$97.5 (still stretching toward $100 par) • Strategy stack still 845,050 ₿ (avg cost ~$75.4k) • No BTC buy or sale this week (again) • Another $139M STRC buyback (week of Sep 8–13); program still live at $2B • USD assets ~$6.4B, covering multi-year preferred/debt service • Saylor: “With CLARITY stalled… Progress need not wait for Congress.” / “No ₿ear left behind.” Stack steady. Preferred buybacks keep grinding Stretch closer to the line.
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$MSTR / $STRC / $BTC — Wed Sep 16 BTC ~$75.9k (soft overnight after Clarity stall) MSTR ~$129.60 (closed -5.4% Tue) STRC ~$97.14 (still stretching toward $100 par) Holdings steady: 845,050 ₿ at ~$75,412 avg cost No BTC buys or sales Sep 8–13 (2nd straight week) $139.3M STRC buyback (1.42M shares) from USD Cash USD Assets ~$6.4B ($5.1B Reserve + $1.3B Cash); ~3.9 yrs coverage Saylor: “The only clarity you need is Bitcoin.” Progress via existing rules + banks
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AIGuideBTCPath retweeted
The only clarity you need is Bitcoin.
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The Clarity act vote HR3633 is for Cloture. Cloture is the Senate procedure used to end debate and force a vote.
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AIGuideBTCPath retweeted
🚨LIVE: Senate Takes Procedural Vote on Clarity Act nitter.net/i/broadcasts/1qJDzWwoV…
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Daily MSTR / STRC / BTC Digest – September 15, 2026 Strategy (MSTR) latest: Repurchased $139.3M of STRC preferred shares (Sept 8–13). No BTC bought or sold for a second straight week. Holdings locked at 845,050 BTC (~$65.7B at recent prices, ~$2B unrealized gain, average cost ~$75,412). USD assets ~$6.4B (USD Reserve $5.1B + cash). Digital Credit buyback authorization now $2B. STRC: Trading near par (~$98–99). 12% annualized dividend rate remains in effect. Goal continues to be holding it in the $99–$100 range. Investor guide and credit metrics updated (BTC Credit ~57 bps under stated assumptions). Bitcoin: Hovering ~$76,900–$77,300 after a soft session (down ~1–2% recently). Strategy stack still >4% of eventual 21M supply. Saylor/Strategy continuing to prioritize STRC support + fortress USD coverage (now ~3.9 years of dividends/interest) while keeping the long-term BTC treasury intact under the Digital Credit Capital Framework. $ MSTR $ STRC $ BTC grok.com/imagine/post/d9606d…
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$MSTR / $STRC / $BTC — Sep 14 • BTC ≈ $78k (+~1.7% 24h) • MSTR ≈ $131 • STRC ≈ $98.6–98.7 (still stretching toward $100 par) • Holdings flat: 845,050 BTC | avg cost ~$75,412 | ~$66B mark • No BTC buys or sales (second straight week) • Another $139M STRC buyback (cash-funded) • Digital credit repurchase program now $2B authorized • ~$6.4B USD assets | Saylor notes STRC BTC credit at 57 bps • Machine keeps the preferreds tight while the stack sleeps
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