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@HermesLux Yup, eventually maybe one of first instruments where >5 Sharpe could be sustained
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BitcoinQuant
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BitcoinQuant
@bitcoinquant_
The Analytics Terminal for Bitcoin Treasuries.
Track STRC ATM → Tham gia Temmuz 2025
2 Đang theo dõi1.3K Người theo dõi
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The digital credit machine works.
Rohan Hirani@rohanhirani
This is the most interesting story in finance. In the last 30 days STRC: 1. Delivered record low 1.5% volatility for shareholders. 2. Paid 11.5% yield. 3. Raised over $1.5 billion for Strategy to buy over 22,000 bitcoin. Win-win. Strategy got capital. Investors got stability + yield. The machine works.
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This is the most interesting story in finance.
In the last 30 days STRC:
1. Delivered record low 1.5% volatility for shareholders.
2. Paid 11.5% yield.
3. Raised over $1.5 billion for Strategy to buy over 22,000 bitcoin.
Win-win. Strategy got capital. Investors got stability + yield.
The machine works.
Michael Saylor@saylor
$STRC volatility has reached an all-time low of 1.5%, driving its Sharpe Ratio to an all-time high of 5.37—setting a new standard for risk-adjusted performance.
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STRC alone just extracted $1.2 BILLION of Bitcoin in a single week.
That's around 17k bitcoin while @bitcoinquant_ estimated 11.6k.
This means one of two things:
1. Strategy is not just hitting the ATM strictly above 100.00
2. Their ATM capture rate is now far higher than anyone predicted (61% vs our expected 42% based on historicals)
Either way the flywheel is accelerating. Things are getting real interesting
Michael Saylor@saylor
Strategy has acquired 22,337 BTC for ~$1.57 billion at ~$70,194 per bitcoin. As of 3/15/2026, we hodl 761,068 $BTC acquired for ~$57.61 billion at ~$75,696 per bitcoin. $MSTR $STRC strategy.com/press/strategy…
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Building the Next Layer on Digital Credit with @rohanhirani | DCF009
In this episode you'll learn:
🟠 STRC as bitcoin's difficulty adjustment for finance
🟠 3% of market cap covered 2.5 years of dividends
🟠 Strategy's 800% over-collateralization vs banks' 10%
🟠 Building a STRC-backed yield product for 60K users
🟠 Why AI abundance makes bitcoin scarcity more valuable
🟠 Bear market demand now exceeds daily issuance
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This was the first week Strategy could run the STRC ATM in extended hours with a second broker.
Monday’s 8-K filing overlayed with @bitcoinquant_ extended hours data is going to show exactly how much Bitcoin was bought from pre/post-market.
Exciting times
Michael Saylor@saylor
Stretch the Orange Dots.
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STRC pulling in an estimated billion dollars in a single day
That capital gets converted into #Bitcoin
The old financial system is literally funding the new one
Poetic doesn't even cover it
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Avg STRC volume last week = $452M/day.
Imagine what this looks like in 1yr
Michael Saylor@saylor
$STRC is now the most liquid preferred stock in the market.
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We just witnessed history.
STRC likely bought 11k+ BTC from $800M+ in ATM proceeds this week alone (@bitcoinquant_ estimates)
Monday’s 8-K from Strategy is going to break the internet.
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@FinFreedom414 I've switched to monitoring $STRC on bitcoinquant.co/preferred-equi…
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So Strategy is just soaking up thousands upon thousands of Bitcoin on a daily basis now and price remains relatively flat.
Not only is price flat, but no one in the market aside from a select few from the Bitcoin community can catch on to how this might disrupt the dynamics of the market?
I don't know, to me something just feels off.
The markets are generally pretty jumpy and tend to overcorrect on new developments.
How is there no reaction here?
Also, I just went to check on the daily $STRC numbers and it appears that STRC.live blocked me.
This is just weird.
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@AltcoinDaily Full tracker here:
BitcoinQuant.co/preferred-equi…
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JUST IN: Michael Saylor's Strategy has bought 11,639 $BTC in just the last four days. 🚀
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$745M of volume for $STRC today.
I remember people were laughing at Saylor's "iPhone moment" expression, but I'm wondering who's laughing now?
If we assume 48% monetization including external hours, Strategy added ~5,000 Bitcoin *today* from STRC alone. Basically a full Smarter Web and Capital B combined.
~13,000 BTC from STRC this week. A full Strive.
If we now assume the same 1:2 ratio between STRC and common stock, then we get to 39,000 Bitcoin this week.
So they basically added a full Metaplanet and it's not even Friday.
We're making it too easy for Saylor, lol.
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Things are starting to get CRAZY! 🤯
Four Thousand Three Hundred & Fifty Five #Bitcoin purchased from $STRC in a single day!
But it gets even crazier.....
With the 2:1/3:1 ratio, @Strategy have likely bought anywhere between 13,065 - 17,420 today!
That's 29x - 38.7x the daily issuance.
All your models are broken. Forget every Bitcoin chart you've seen from previous cycles.
The scary part?
Every day, week & month moving forward is going to produce bigger numbers.
Over the next decade, the volume is going to 100-1000x from here.
Insane!
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This is FUCKING INSANE!!!!!
22 days of new supply consumed in less than a week, from just one company.
Adam Livingston@AdamBLiv
🔥STRATEGY PASSES 10,000 BITCOIN ACQUIRED BY STRC THIS WEEK🔥 $708.3 million raised, still have 10 hours of trading left this week! We're now at approximately $2.12 BILLION raised between MSTR/STRC if the ratio of issuance was the same as last week. Might be lower... that just means your MSTR position is now more amplified Bitcoin :) If average BTC purchase price is $70k per BTC, we're looking at 30,285 Bitcoin acquired already with a day and a half remaining. CRAZINESS!
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