Charlie Madden
306 posts

Charlie Madden
@charliemadden
Director of Capital Markets @Strategy | Ex-Investment Banking & Structured Credit | #bitcoin isn't a bubble, it's the pin | $MSTR $STRD $STRK $STRE $STRC $STRF
Tysons Corner, VA Katılım Mayıs 2025
203 Takip Edilen5.1K Takipçiler
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Charlie Madden retweetledi

Join us for our Q1 2026 Earnings Call on Tuesday, May 5 at 5 PM ET. The call will be livestreamed on Zoom, X, and YouTube. $MSTR
strategy.com/press/strategy…
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Charlie Madden retweetledi
Charlie Madden retweetledi

Watch 8 months of STRC in 30 seconds 👀
The orange bars? That's the ATM machine running — Strategy selling shares above par and converting every dollar into Bitcoin, millions of shares pouring through in a single day.
$2.2 billion raised. ~29,600 BTC accumulated. All from this mechanism.
Today marked recovery number 6 out of 8 ex-dividend periods. Nine trading days.
STRC.live
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Charlie Madden retweetledi

Strive filed a registration statement with the SEC for the T-Strive Digital Credit ETF.
Please read the prospectus for details:
sec.gov/Archives/edgar…

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Charlie Madden retweetledi
Charlie Madden retweetledi

“The best way to build a billion-dollar finance company today is Digital Credit.” $STRC
My keynote, “Digital Capital, Credit, Money, and Yield,” at the @Blockworks Digital Asset Summit 2026.
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Charlie Madden retweetledi

Anchorage Digital has long served as a trusted trading and custody partner for @Strategy. We have also added $STRC to our balance sheet, reinforcing our shared conviction in Bitcoin.
Read the full announcement ↓
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Charlie Madden retweetledi

MSTR’s STRC variable rate preferred equity has been a primary driver of bitcoin demand lately, with the company’s preferred equity liabilities now greater than its convertible debt.
These instruments are not traditional credit, however. They are actively managed, BTC-supported liabilities where capital markets access, not cash flow, is the key factor. A powerful flywheel is at play, but the dynamic can halt if market confidence waivers.
Read the NYDIG analysis:
nydig.com/research/strc-…
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Charlie Madden retweetledi

Strategy announces new $21 Billion $STRC ATM Program and new $21 Billion $MSTR ATM Program. strategy.com/press/strategy…
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Fixed income on the ₿itcoin standard
Michael Saylor@saylor
A Simple Theory of Digital Credit: 1. Acquire a large pool of appreciating capital ($BTC). 2. Issue credit ($STRC) against that capital, overcollateralized by the equity base. 3. Monetize a portion of the appreciation—directly or via derivatives ($MSTR)—to fund the dividend.
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Coming from the guy who is running the show behind the scenes at Strategy,
and considering STRC did 700MM of volume today.
I can safely say Charlie knows more about the change underway other than @saylor and @phongle
Charlie Madden@charliemadden
Most people only recognize change in hindsight.
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Charlie Madden retweetledi

My discussion on how and why $STRC works with @JayW132.
00:00 Intro
00:51 - CJ Joins The Bitcoin Team At Strategy
02:12 - What CJ Actually Does Day To Day
05:25 - Behind The Scenes On Saylor’s Messaging And Strategy’s Content
08:34 - What CJ’s Learned Working Closely With Saylor
11:22 - Why Strategy Uses AI So Aggressively
14:21 - How The Bitcoin And Software Sides Fit Together Internally
17:07 - The Big Picture Strategy Model Explained (Jesse Meyers Graphic)
24:27 - What Stretch Is And Why It Exists
27:27 - How Stretch Helps Strategy Buy More Bitcoin
31:07 - How The Stretch Dividend Rate Gets Set And Adjusted
34:43 - Stretch Vs Stablecoin Yield
38:44 - Why Stretch Could Be Strategy’s “iPhone Moment”
41:41 - Who Can Copy This Model And Why Size Matters
44:46 - Using Stretch To Build Products Outside The US
46:28 - A UK Bank Product Backed By Stretch
47:48 - Why Stretch Is Attractive For Businesses Holding Cash
50:07 - Bitcoin For Corporations Is Now Stretch
52:53 - Where To Learn More And What’s Coming Next
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