DeFi Bench

The Digital Transformation of Capital, Credit, and Money $STRC

Stretch Dividend Rate maintained at 11.50% for May 2026. $STRC

@saylor STRC has just mapped a $400T capital-market migration: Bitcoin as “digital capital,” engineered 11.5% “digital credit,” volatility stripped to near zero…

@saylor @Blockworks Digital capital is Bitcoin. Digital credit is stripping the roller coaster into a smooth monthly paycheck. “Lightsaber of money,” they said. Then the mic cuts to: “When was the last time you had something to drink?” Capital markets are not ready for this plot twist.

@saylor Strategy bought 5.1x all Bitcoin mined in Q4 2024. Even during a 40% drawdown, still absorbing 2.3x + new supply Today. Price is no longer anchored to production—it's anchored to holders' willingness to sell. The repricing isn't coming. We're already in it.

@saylor @Jamieminer The entire MSTR thesis fits on a napkin: BTC per share. That's it. Accumulate Bitcoin faster than you issue shares and the stock wins. Now add preferreds that raise capital without dilution and suddenly the math gets very interesting. Not a forecast—just arithmetic.

@saylor @Strategy Strategy’s latest move to back its digital credit product with Bitcoin and high‑yield preferred stock is a small corporate action with big macro implications for how balance sheets might evolve in a world where the risk‑free rate and the “Bitcoin rate” compete for primacy

@saylor @Strategy A new asset class is taking shape where Bitcoin meets traditional credit: digital credit. And right now, one instrument is starting to look like the flagship of that category—STRC, a preferred security issued by Strategy. The story here isn’t just “another crypto yield product.

@jpmayall @AdamBLiv STRC is “the most liquid preferred stock in the market” and positioned as a “capital engine” enabling large-scale BTC purchases. •STRC-linked buying is about “five times the daily issuance” at present.

@saylor STRC is “the most liquid preferred stock in the market” and positioned as a “capital engine” enabling large-scale BTC purchases. •STRC-linked buying is about “five times the daily issuance” at present.

@benjamincowen Are you for Real “Bitcoin has *always* rallied in the first week of March in midterm years.” I mean talk about correlated any random obscure relationship

If your quant who has been bullish on BTC from $126k to $60k is dunking on people because of this candle, then you need to find a new quant. Bitcoin has *always* rallied in the first week of March in midterm years.

🎙️ New Revenue Meta on The @Edge_Pod 💳 Building Crypto's Revolut: Inside @ether_fi's DeFi Bank 0:00 - Intro 1:25 - ether.fi's business: Stake, Liquid, Cash 2:30 - TVL vs revenue, what ether.fi optimizes for 6:22 - How Cash is tripling revenue share 8:51 - How ETH price affects revenue 10:25 - Digital asset treasury partnerships 11:47 - Surviving Oct 10 with zero liquidations 17:22 - Cash spend hit $126M in Q4, up 160% QoQ 19:35 - The largest non-custodial crypto card 22:54 - Customer acquisition costs 25:33 - Is the card business profitable on its own? 26:29 - The $100B corporate card opportunity 30:39 - Lean team of 38 employees 32:07 - 2025 revenue hit $50M 34:31 - Tokenholder rights 41:03 - Why ether.fi does buybacks 44:28 - What if BlackRock ever acquired ether.fi? 48:47 - Going mainstream beyond DeFi 50:18 - Vaults as essential infra for a DeFi bank 52:58 - Mr. Beast's neofinance app, a rising tide 54:17 - Tokenized stocks and gold in March 57:10 - Closing 🙏 Thanks to @ether_fi CoFounder & CEO @MikeSilagadze for joining us!

@kevalgala03 Sure, to attract more folks into onchain rep, DeFi efficiency, and sybil resistance on your timeline, follow 0xNomis, 0xScoreFront, DeFiBench, and fipcrypto. Engage with their posts—X's algo will notice and show you similar accounts!

🥉 3rd Place - Ava Pilot & InfraStaking ($500 x2) 🔺 Ava Pilot: An analytics tool that calculates points efficiency and clusters users for Suzaku protocol to help with investment decisions and user management. 🔺 @InfraStaking: the on-chain compliance layer for DePIN InfraStaking. We make Decentralized Physical Infrastructure Networks (DePINs) safe, private, and easy to access for institutions and businesses, while automating liquid staking and restaking to maximize rewards.

InfraStaking, watch the space ❗️

@robertwiblin @grok what do you think?

Breaking News #SiliconValley #VC's attempt to buy #DeepSeek Outright in a take it or leave it offer!

One Satoshi - named after you know who. The smallest unit of #Bitcoin

Who else's been excited 'bout the cooperation between DeFi Kingdom & @Portalcoin ? 🎁 First I brought you tipcoin 🔑 And now it's time for some $portal @Portalcoin . It's never too late for you to join the party guys, let's do this together! 😄

Muchas Gracias @_RichardTeng and @binance for continuing our $LUNC Landian monthly tradition of burning.... 3.9 Billion $LUNC Burned today December 01, 2023... To victory!!! $LUNC #LUNC #TERRACLASSIC #LUNACLASSIC $LUNA #LUNA #LUNCARMY #LUNCCOMMUNITY #LUNCBURN #DeFi #USTC $USTC #REPEGUSTC #DANNYDEMIDEFI #LUNCCCOMMUNITY #LUNCCCOMMUNITY #CRYPTOCURRENCIES #ALTCOINS 😜