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BitcoinQuant

@bitcoinquant_

The leading analytics terminal for Bitcoin capital markets.

🟢 Track STRC ATM → Katılım Temmuz 2025
5 Takip Edilen1.8K Takipçiler
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Halston
Halston@halstonvalencia·
Bitcoin treasury preferreds are the most important capital markets story nobody is covering. So we launched The Pref Stack. Issue #001 out today, new read every week.
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Halston
Halston@halstonvalencia·
Strive just bought 1,109 btc in 4 days. They now sit on 16,500 btc total. And on June 16th, $SATA switches from monthly to daily dividends, 250 payments a year instead of 12. Strategy proved bitcoin backed preferreds work. @Strive is taking the structure further: higher frequency, tighter par discipline, non-dilutive accretion. Not to mention they have an exceptional team executing. Bullish.
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Halston
Halston@halstonvalencia·
Daily dividends starting June 16th, 13% yield, debt-free balance sheet, 15,391 BTC. $SATA is the highest sharpe preferred in the category. Don’t sleep on @Strive
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Mark Harvey
Mark Harvey@thepowerfulHRV·
$SATA has actually had lower volatility than $STRC over the past 7 days.
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Luke Martin
Luke Martin@VentureCoinist·
"We've bought $100M an hour, it doesn't move price. We've bought $200M an hour, it doesn't move price. We've bought $300M an hour, and stopped...price goes up." - @saylor STRC fueled BTC buy this week on pace to be +$1Billion. That's $2.35M of BTC/minute or $140M of BTC/hour.
gum@gumsays

$847,000,000 dollars from STRC into Bitcoin in just 6 hours🤯 That's $2.35M per MINUTE...more than 10 THOUSAND BITCOIN purchased by Saylor just today It is unbelievable how we're not past $82K yet.

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Adam Livingston
Adam Livingston@AdamBLiv·
Strategy just sold ~$1.16 billion of STRC today. Permanent capital in Bitcoin going to the balance sheet. ~14,155 Bitcoin acquired - all they have to do is pay 11.5%. For reference, Palantir just reported a net income of $871 million... for ONE QUARTER. Yes... Saylor just raised ~$250 million more in one trading session than Palantir's Q1 NET INCOME. Palantir trades at a 150 P/E ratio. Which growth story do you think the market is undervaluing?
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gum
gum@gumsays·
$847,000,000 dollars from STRC into Bitcoin in just 6 hours🤯 That's $2.35M per MINUTE...more than 10 THOUSAND BITCOIN purchased by Saylor just today It is unbelievable how we're not past $82K yet.
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Zaid 🟧
Zaid 🟧@zaidlikesmstr·
$MSTR Nearly 2,000 coins absorbed so far….. The day is panning out largely as anticipated. Already at $304M in volume, sitting well above the halfway mark of yesterday’s total in just the first 90mins Pre-market briefly pushed price action below PEG, which is why % volume >100 is currently holding around 80%. That figure continues to firm higher as we stabilize above PEG through the session. Roughly ~$159M raised in the first “stretch” of trading. (Likely conservative given the assumption tends to understate realized ATM capital raised in prior periods.) On pace for a $1B+ volume day. $BTC $MSTR $STRC
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BitcoinQuant
BitcoinQuant@bitcoinquant_·
$SATA just became the first listed security in U.S. history to pay daily cash dividends. 250 ex-dividend dates a year instead of 12, so the volatility that normally clusters around one monthly event disperses across the entire trading calendar. Not to mention at 13%, the jump from monthly to daily adds 7.6 bps of effective yield. @Strive is rewriting the structure.
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Halston
Halston@halstonvalencia·
Two days in. 1,603 BTC potentially acquired, 51% of weekly mined supply. $STRC has 25x the daily liquidity of the second largest preferred on the market.
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Mark Harvey
Mark Harvey@thepowerfulHRV·
The $STRC ATM is already working hard in the premarket. 81 BTC purchased so far, based on @bitcoinquant_ estimates.
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BitcoinQuant
BitcoinQuant@bitcoinquant_·
Only thing better than $STRC & $SATA is when you get those divs paid in btc! @roxom can make that happen 😉
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