← Influencer libraryEdition 2026-10-10, preview.
THE LIBRARY

Michael Saylor

1,416 items collected

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My thoughts on why the rejection of CLARITY marks a positive inflection point for Digital Assets, and why supportive rules and free markets should now accelerate innovation and growth.

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The SEC’s innovation exemption enables 24/7 onchain trading of tokenized $STRC and $MSTR for U.S. investors through qualifying venues. A major breakthrough for Digital Credit and American capital markets.

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With CLARITY stalled, I expect the SEC, CFTC, and Treasury to advance rules under existing law, banks to expand Bitcoin custody and loans against it, and more capital to favor Bitcoin and digital credit. GENIUS supports stablecoin adoption. Progress need not wait for Congress.

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The $STRC Investor Guide explains Strategy’s flagship Digital Credit instrument—a variable-rate cumulative perpetual preferred stock—covering dividends, seniority, liquidity, reserves, buybacks, tax treatment, credit metrics, comparisons, and risks. https://t.co/6RLv8JSRn7

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Strategy has repurchased $139M of $STRC. As of 9/13/26, we hold 845,050 $BTC and $6.4B of USD Assets. $MSTR https://t.co/NDYaVxz2sm USD Duration is 3.9 yrs and STRC's BTC Credit is 57 bps assuming 10% BTC ARR, 40% BTC Vol, and a BTC price of $77,266. Learn more about Strategy's credit metrics: https://t.co/H0Xmf1wEF5

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Bitcoin is an open, global reserve asset with absolute scarcity. The Investor Guide explores Bitcoin’s monetary properties, investment case, market structure, portfolio role, custody and risks. $BTC https://t.co/MAt57RCG8y

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Strategy has repurchased $176M of $STRC and increased the size of its Digital Credit Securities Repurchase Program from $1.0B to $2.0B. As of 9/7/26, we hold 845,050 $BTC and $6.5B of USD Assets. $MSTR https://t.co/mxqv9QCRat STRC’s BTC Credit tightened to 53 bps (-1 bp), assuming 10% BTC ARR, 40% BTC Vol, and a BTC price of $79,809. Learn more about Strategy’s BTC Credit metrics: https://t.co/H0Xmf1wEF5

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America added 162,000 payroll jobs on a base of 159.1 million—0.10%. BLS puts the 90% confidence interval on the monthly change at roughly ±122,000. Yet trillions in assets reprice because economists guessed 56,000. We have turned statistical noise into monetary policy.

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In America, you don’t need a license to discuss Bitcoin, advocate for it, or publicly recommend owning it. Bitcoin is a commodity, not a security. Fraud and manipulation are illegal. Bitcoin advocacy is free speech.

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Strategy now has more Total Reserve Capital than every financial services company in the S&P 500 except Berkshire Hathaway. $MSTR

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Edition 2026-10-10, preview.