Matthew Recore

@saylor @Strategy Split the STRC dividend payable to 2 times per month. 5.75% every 15 days. Sharpe ratio will increase even more.

Most assets struggle to reach a Sharpe of 1. $STRC is at 3.88.

@hillery_dan All Strategy preferreds combined equal the number 1 weighting in the fund.

The only product that matters right now.

@Eric_BIGfund @tyler An electronic voting software that isn’t open sourced along with voting results on an auditable open blockchain, isn’t trustworthy.

@tyler Facts

A voting system that doesn't authenticate voters with an ID has no integrity

Promote STRC yes, but don’t say things that are untrue about what drives it, MSTR. @phongle @saylor

@phongle @CJ_Bitcoin Now do dollar amounts. 40% of $53 billion is much greater than 80% of $5 billion. Retail still prefers MSTR in dollar value.

~ 40% of $MSTR shares are owned by retail. ~ 80% of $STRC shares are owned by retail. Retail investors prefer low-volatility, high-yield digital credit.

@PunterJeff Can you address the $27,639,000 in quarterly employee expenses? What is the future run rate? 27m is excessive for a business that generates less than $2,000,000 annually. I want to see Strive succeed and the pref succeed. The salaries being so high threaten credit profile of SATA.

Out of the numerous successes Strive had in our first six months as a public company, the most important was cementing our foundation as a structured finance company laser focused on digital credit. We see a multi-trillion dollar opportunity for digital credit to scale in the years to come. We believe our digital credit product, SATA, provides a liquid and scalable solution for investors targeting double-digit yield with minimal volatility. We’re focused on building a track record of success for SATA by maintaining a stable trading range and keeping a strong balance sheet, which we believe will generate attractive long-term returns to our common equity stockholders vs our Bitcoin hurdle rate. $ASST $SATA

@CJ_Bitcoin “to date” looking forward to Stretch v2

$STRC is our most aggressive financial engineering feat to date. Expanding the frontier of $BTC capital formation.

@ashishtoshniwal Can it turn on and turn off utilities for properties?

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I just got the Openclaw AI agent working to login to my owner portal at Appfolio with 2FA authentication, download the property statement and input the income and expenses for the property into 1placeapp.com !!!! No more data entry per hour costs!!

@saylor There is enough STRC for everyone

There isn’t enough Bitcoin for everyone.

@saylor @Strategy Such an intellectually deep post

Choose Your Bitcoin. $MSTR $BTC $STRC

@MasonFoard @Rajatsoni Yes and MSTR selling 4x amount of STRC with the common ATM to remain very over collateralized.

@Rajatsoni Rajat, I’ve been thinking a lot about the implications of selling $1B+ of STRC per day in a raging bull market. The second-order effects are fascinating. And this will likely happen at some point… 🤯🤯🤯

MSTR will go from buying 1,000 BTC per day with $STRC to 2,000 to 5,000 to 10,000 if the price remains below $70K Saylor was right No more Bitcoin winter 50% drawdowns are not Bitcoin winter 50% drawdowns are just planting seeds for the next 500% run-up

@WorkflowWhisper Antigravity

antigravity is quietly becoming the most dangerous tool in automation. i've been testing it for 2 weeks and here's what nobody's talking about: you can build entire n8n workflows without ever opening n8n. not drag and drop. not templates. not watching a 45-minute youtube tutorial from some course seller. you describe what you want. antigravity builds it. here's what i shipped this week from a single antigravity session: → restaurant reservation no-show recovery system (texts customer, offers reschedule, logs to CRM) - 8 min → real estate lead scoring pipeline (scrapes zillow inquiries, scores by budget, routes to agents) - 12 min → fitness studio class waitlist + auto-fill (cancellation triggers SMS to next 3 on list) - 6 min → HVAC seasonal maintenance reminder engine (customer history → personalized outreach → booking link) - 9 min → auto-invoice generator that fires the moment a job is marked complete - 4 min 5 workflows. 39 minutes total. zero nodes dragged. consultants would quote $12K-$25K for this package and deliver it in 6-8 weeks. the entire game just shifted and most people building automations haven't noticed yet. i put together a free PDF breaking down exactly how to set this up: → antigravity → n8n deployment pipeline (step by step) → all 5 prompts above (copy-paste ready) → 4 advanced prompts for multi-system workflows → how to connect it to synta MCP for self-healing → pricing guide for selling these to local businesses comment "ANTIGRAVITY" and i'll send it. (must be following for DM)

STRC is a fiat dollar equity that acts like credit by paying out fixed fiat dollar dividends backed by digital capital. Digital credit is what is needed next by MSTR!!! Perpetual preferred stock like STRC but that pays out more BTC the lower the price and with an ATM so when the price of bitcoin falls MSTR buys more bitcoin. I’ve been playing with AI on it. It’s possible to build the product. @saylor

Private credit is under scrutiny. $STRC offers digital credit in a public, transparent, liquid structure — built for performance.

@Slamma5284 @DavidFBailey @GrantCardone The shady way is by measuring with EBITDA. A company loaded with tons of debt, high interest costs, bad loan terms, could show great EBITDA. Munger said it best. EBITDA equals bullshit earnings.

@mattrecore @DavidFBailey @GrantCardone EBITDA is how you value businesses… wtf are you on lol..

Public markets aren't for the feint of heart. I'm sure most of you have seen the hit piece circulating about the transaction we announced yesterday- it is filled full of inaccuracies, half-truths, and straight slander. If you're just tuning in to the drama, welcome. Please consider reading the actual materials and thinking for yourself, I think you'll quickly realize the criticism is not only unfounded- the opposite is true. We run a high-integrity, differentiated, bitcoin company that has a compelling strategy and valuation. We have a lot on our plate at Nakamoto, and it's not a good use of my time to keep engaging with bad-faith low effort AI slop posters... but based on the amount of inbound I got last night from shareholders we're going to post a rebuttal based on the actual facts and then I'm moving on. We have a company to build. Thank you for your attention to this matter.

@DavidFBailey @GrantCardone Break down post acquisition financials. Current market cap. Bitcoin on the balance sheet. Cash. Debt terms and covenants. Business operating cash flow past 12 and 24 months. Guidance for the businesses over 12 months. Break the lies and FUD with facts.

@mattrecore @GrantCardone 3-4x fcf

@DavidFBailey @GrantCardone Don’t use ebitda. It’s a scammy metric. Use cash flow, earnings etc.

@GrantCardone My role is capital allocator. We just acquired two iconic brands and significant revenue/income for 3-4x ebitda. I think that’s a huge win and great optics. Is there another valuation method that you’d consider more compelling?

@ALLINONMSTR @EthanKasner_ @hillery_dan Hope they bought a lot with the atm. 1.2 mnav at $70,000 seems equivalent to 1.8 mnav at $105,000. My math might be off.

@mattrecore @EthanKasner_ @hillery_dan they wont have to if their buys consistently increase their BTC dollar value enough to infinitely issue more credit without ATMing common for more BTC buys.... the quesiton is at what point will the demand and scale be enough to get there

Looking back at Feb 2026: 1. Quantum FUD dispelled 2. Whales accumulating Bitcoin again 3. STRC about to buy all of the Bitcoin People overthinking this thing.

@EthanKasner_ @hillery_dan The question is for every STRC buy will they ATM MSTR 4-5x to keep it very over collateralized.

Best part? March 2026 for STRC will either be .25% yield raise, or it trades at $100 and buys bitcoin every day. I tend to forget a year from now, there’s only 2 options. STRC yields over 15% or it brrrs everyday printing millions. Once you realize there is no other option it feels like I hit a loterry win and just haven’t got paid yet. This will ratchet bitcoin to $1M+

@ColeMacro Matt, Thank you for publishing your cash numbers! I’m waiting to be able to estimate your cash burn rate from overhead and the dividends before I invest a lot more.

Worth highlighting these numbers are as of 2/11/26. There’s been industry rumors of BTCTCs suffering from forced Bitcoin selling, losses from yield strategies, or other issues that have not yet been reported - no such issue at Strive. We are amplified, prepped, bullish.