GateUser-272086e1

I’m thinking $MSTR bought 10,000+ BTC last week

$STRC traded above par for 5 consecutive days and purchased over 4,000 bitcoins. Best. Week. Ever.

$STRC is only 8 months old

$STRC holding above par

$STRC 1-month volume-weighted average price is now >$99. Per their guidance, a $STRC dividend increase beyond 11.5% is unlikely, though management can still raise it at their discretion. I think given the opportunity to accumulate large amounts of cheap BTC, $MSTR may still opt

Google search interest for $STRC is trending higher

$STRC product market fit is absurd

I agree

$STRC is on track for a record-high volume day. $114M in volume, all above par ($100), only 37 minutes into the trading day. 🤯 What is going on?

All jobs

Genuinely confused by this massive $STRC premarket volume. 400K+ shares traded!

The $STRC ATM bought the entire new BTC supply every day this week. It’s effectively as if Bitcoin just underwent another halving, all due to $STRC alone. A supply squeeze is inevitable.

Good read

Bitcoin can more easily pull a gold/silver

When will $STRC run out of incremental demand? With a market cap of $3.5B, $STRC has so far only captured 0.01% of its $33T (and growing) TAM. So probably never.

$MSTR mNAV remains well below its historical average of ~1.8x, but the business has never been stronger.

$STRC: Getting tired of winning, but this is only the beginning. The fabled perpetual buyer of BTC at scale has arrived.

Another strong day for $STRC, ending with $149M in volume. All of the volume was above par ($100).

$MSTR buying bitcoins OTC also impacts spot price. Thank you for your attention to this matter.