Collin 🍊

The greatest asymmetrical bet in corporate history, tracked daily. I buy Strategy funds & $BTC weekly. This feed is dedicated to tracking the $MSTR ecosystem with zero fluff: • Verified treasury BTC purchases • mNAV & premium tracking • $STRC volume & debt offerings • The macro math behind the Corporate Bitcoin Standard If you want the signal without the timeline noise, follow along. #BitcoinStrategy

I retired at age 51, and replaced ALL my bonds with $STRC. I have filled my Cash and Income buckets with STRC and the other Strategy preferred stocks. In this week's video, I walk through how I'm managing my bitcoin-powered 4 Bucket strategy...

Interesting product gap at @RobinhoodApp ( $HOOD ) right now: Spending Accounts are being sunset to make way for Robinhood Banking. But Banking is still invite-only with no timeline. So existing Spending users are being forced to set up cash rails at another bank in the interim… and once that’s done, the switching cost back to Robinhood is real. @AskRobinhood any path to prioritize Spending holders ahead of their closure dates?

Strategy 8-K (4/27): +3,273 $BTC @ $77,906 avg → $255.0M deployed ATM funding this period: • $MSTR: $255.0M (100%) • $STRC / $STRF / $STRD / $STRK: $0 Holdings: 818,334 BTC Cost basis: $61.81B @ $75,537 YTD BTC Yield: 9.6% The tell isn't what they did… it's what they didn't do. MSTR premium was the cheapest capital available this week. They used it. The preferred stack sat idle with ~$27B in authorized capacity untouched (STRC alone: $19.4B available). No new fiat obligations. Pure BTC accretion to common. Dry powder intact. Right tool, right week.

This is a HUGE dot

The ₿eat Goes On.

Go give Adam a sub on YouTube, excellent content.

$STRC market cap is now $8.5B. If it were in the S&P 500, it would rank #494 by market cap.

1M Bitcoin for @Strategy now, Monday August 24th, 2026 tnorth.com/tools/strategy…

I used to hate Mondays, now I love them. Waking up to these announcements when you’re a long-term investor in $MSTR is incredibly satisfying. I want to congratulate @saylor @phongle and the team for continuing to show up and execute regardless of the price or noise. We know Bitcoin is the superior asset. Most of the world doesn’t yet. People tend to find $BTC when they need it the most.

$MSTR Incredible companies do incredible things. Strategy just does it every week. 34,164 BTC locked away FOREVER. Breakdown: • $2.18B raised via $STRC • $366M raised via $MSTR $IBIT now firmly in the rearview. Satoshi not so far in the distance. 💀 If this level of capital raising doesn’t make you question the scale at which the company is operating and pull you deeper into understanding Bitcoin, then you’re simply going to get left behind. Absolutely love this company. Proud shareholder. $BTC $MSTR $STRC

@saylor 9.5% BTC Yield YTD 2026. This isn’t a treasury strategy anymore… it’s a Bitcoin absorption machine.

Strategy has acquired 34,164 BTC for ~$2.54 billion at ~$74,395 per bitcoin and has achieved BTC Yield of 9.5% YTD 2026. As of 4/19/2026, we hodl 815,061 $BTC acquired for ~$61.56 billion at ~$75,527 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

Incoming...

$MSTR traded about $18 Billion in volume last week. 2.5% ATM = $450 Million (~5,750 BTC) 5% ATM = $900 Million (~11,500 BTC) 10% ATM = $1.8 Billion (~23,000 BTC) 🟩👆🏼

Think Even ₿igger.

@saylor @Strategy 80% of 1M Bitcoin. The best treasury on the planet.

Strategy filed a proxy Friday to split $STRC's monthly dividend into semi-monthly payments. Same 11.5% annual rate. Same total obligation. Nothing moves on the books. But the mechanics matter. At 11.5% on $100 par, each monthly payout is ≈$0.96/share. Semi-monthly cuts that to ≈$0.48. Half the check, twice as often. On every ex-date, price drops by roughly the distribution amount. STRC currently absorbs ≈96bps gaps 12x/year. Under the proposal: ≈48bps gaps 24x/year. Amplitude cut in half. Band around par tightens ≈50%. Why it matters: → Tighter par = ATM issuance fires cleaner → Cleaner ATM = more BTC per dollar raised → Smoother price = closer profile to money market funds (the actual customer) Saylor isn't changing the yield. He's sharpening the instrument that funds the largest corporate BTC treasury on earth.

JUST IN: MORGAN STANLEY'S BITCOIN WALLET IS PUBLIC Morgan Stanley's $MSBT (now holding 1,348+ $BTC) now has a PUBLIC Bitcoin wallet that you track in real-time. - Arkham

Impossible to blockade Bitcoin.