Michael Saylor

Our Q2 Earnings Call, remixed. 🎶 https://t.co/AFSCSoVq9t

Bitcoin is digital capital. AI is digital intelligence. I joined @StevenBartlett to discuss how they are reshaping money, business, markets, work, and the future. https://t.co/bdT8oXGUKK

Think ₿igger.

Strategy creates Digital Credit.

Tranquilize the ₿ears. https://t.co/UYkLu6hFHA

At 961,022, BIP-110 has 38 signals (2.70%). Its 55% voluntary threshold is impossible. At 961,632, BIP-110 nodes reject non-signaling blocks. Unless major miners reverse, Bitcoin continues normally while BIP-110 stalls or forks into irrelevance. Its backers should stand down.

Strategy is the JPMorgan of the crypto economy.

When I say “Never Sell Your Bitcoin,” I speak as one saver to another. I have never sold mine. Not one satoshi. Strategy is a public company, not my wallet. Since 2020, it has disclosed it may buy or sell $BTC to manage capital. Our shared conviction in Bitcoin remains unchanged.

Strategy increased its USD Reserve by $250M and repurchased $81M of $STRC. This increased USD Duration by 57 days to 2.3 years and tightened STRC’s BTC Credit by 5 bps. As of 8/2/26, we hold ₿842,138 in our BTC Reserve and $4.0B in our USD Reserve. $MSTR https://t.co/t7bGZJ8Q3o STRC’s BTC Credit is calculated using our Credit model with assumed inputs of 10% BTC ARR, 40% BTC Vol, and a BTC price of $62,900. https://t.co/uTlyGWcQWW

We’re now tracking Bitcoin’s 200-week moving average and its premium to that level on https://t.co/uGbtzwJ4Pu. Since the 200W MA became available, Bitcoin has traded above it 92% of the time. Today, it sits almost exactly on the line. https://t.co/7IHrLcIoLI

Bitcoin Drive engaged. https://t.co/sFpTPiMdak

Less than 1% of Bitcoin’s economic weight has adopted BIP-110. The claim that 16%-18% of nodes equals 16%-18% support confuses software distribution with economic consensus. Bitcoin is not one node, one vote. Reachable node counts are a census of software endpoints, not economic actors. A hobbyist node and a node serving millions via an exchange, custodian, wallet, or payment app are not economically equivalent. Every node is sovereign, but nodes are not equal votes over Bitcoin. The public evidence of BIP-110 adoption is concentrated among Knots users and OCEAN/DATUM miners. There is no identified major exchange, custodian, ETF platform, w…

At block 960,561, BIP-110 has 24 signals in 946 blocks (2.54%). Every signal came from a DATUM miner sharing rewards through OCEAN. Signals outside OCEAN: 0. The 55% voluntary threshold is now mathematically unreachable this period. This is not miner consensus. OCEAN made BIP-110 signaling the default on its existing endpoint. The BIP-110 guide directs node operators to Bitcoin Knots and miners to DATUM. Whatever the intent, BIP-110 functions as a vertically integrated marketing campaign for Knots and OCEAN/DATUM. Before block 961,632, BIP-110 signaling is voluntary. From blocks 961,632–963,647, its software rejects every non-signaling bloc…

Stretch Dividend Rate maintained at 12.00% for August 2026. $STRC https://t.co/HaBpi2vEJa https://t.co/n4bp4tIiZ5

I support advancing the CLARITY Act through bipartisan work to establish clear, durable rules, protect property rights, promote innovation, and strengthen American capital markets. Bitcoin will succeed with or without legislation, but America needs clarity for digital assets.

How does Strategy navigate a challenging Bitcoin market, return $STRC to par, and continue compounding Bitcoin per share? In our Q2 earnings call, we laid out the strategy, reviewed our financial position and capital-management framework, and answered questions from equity analysts and industry experts. Prepared Remarks 00:00:00 - Welcome 00:01:20 - 843,775 BTC, 203,683 sats per share, $17B raised year to date, and Strategy’s position as the largest institutional holder of Bitcoin 00:03:27 - Q2 balance sheet: $49.7B of digital assets, $3.75B current USD reserve, lower debt, higher preferred equity, and strong stress-case coverage 00:08:57 -…

Strategy announces Q2 2026 results: - Increased $BTC Holdings by 11% - Reduced Convertible Debt by 18% - Increased USD Reserve by 12% - Increased BPS by 5% https://t.co/2hQp4Rvhji

Join us today at 5 PM ET for our Q2 2026 earnings call. We’ll discuss the $BTC outlook, our plans for $MSTR and $STRC, plus a live Q&A with Lyn Alden (@LynAldenContact), Matt Hougan (@Matt_Hougan), Samson Mow (@Excellion), and James Van Straten (@btcjvs).https://t.co/QqVtUM2RJR

Bitcoin is inside the gates of Wall Street. https://t.co/olknBLp9xc

Governments can accelerate Bitcoin adoption. Governments can delay Bitcoin adoption. They cannot stop Bitcoin. Block by block. Nation by nation. Bitcoin advances.

Bitcoin has won. Now it must survive victory. Its gravest threat is not an enemy at the gates, but corruption from within: factions that invent pretexts, rewrite the rules, and seize economic rights until freedom becomes permission and law becomes loot. Bitcoin’s consensus rules are its constitution. They define property, scarcity, settlement, and power. To rewrite them for the convenience of any faction is to attack the economic rights of every participant today and every generation to come. Bitcoin can grow 100-fold and become the foundation of global capital. A single corrupt rule adopted today could rob future generations of markets n…

Bitcoin’s core design is set in stone. Protocol changes should be rare, conservative, and driven by necessity, not ambition. Don’t fix what isn’t broken. BIP-110 is the latest outbreak of the “I just heard about Bitcoin, and I’m here to fix it” syndrome.

We repurchased 288,930 shares of $STRC for $25M at an average price of $86.52 per share. We intend to remain a regular, disciplined buyer of STRC below $100. More at deeper discounts, less as STRC nears $100. Another $975M remains available for our prefs. https://t.co/cpUNofIcBy Repurchases will be funded outside the USD Reserve, including through MSTR and BTC sales, based on market conditions. Our objective is for STRC to trade near $100 with high liquidity, low volatility, and healthy, sustainable independent demand. We will not issue below $100.

Strategy has increased its USD Reserve by $525 million, achieving 2.1 years of dividend coverage. As of 7/26/2026, we hodl ₿843,775 in our BTC Reserve and $3.75 billion in our USD Reserve. $MSTR $STRC https://t.co/Diy0008VE5

To reject Bitcoin’s integration with banks and corporations, custodians and exchanges, equity and credit markets, governments and currencies is to deny its benefits to 99% of the world and doom it to 1% of its potential.

We’re gonna need another color. https://t.co/AqZO5UeXDx

People often ask me what they should read. I assembled 38 works on history, war, uncertainty, liberty, capital, energy, technology, and Bitcoin for leaders making consequential decisions. Read to remember. Read to reason. Read to build. Upgrade the world.

One integrated view of the Bitcoin market and network. The Bitcoin dashboard brings price, performance, liquidity, volatility, valuation, sentiment, adoption, and security into a single framework. Live at https://t.co/uGbtzwJ4Pu. https://t.co/IZoLIz3CCZ

Digital Credit is entering the institutional mainstream. $STRC is now the largest holding in three leading U.S. preferred stock ETFs, with $756 million held across BlackRock’s $PFF, Virtus InfraCap’s $PFFA, and VanEck’s $PFXF. https://t.co/IoYwl2D360

One integrated view of Strategy’s Bitcoin balance sheet and capital structure. The MSTR-BTC dashboard brings gross and net reserves, per-share economics, valuation, duration, floor, breakeven, hurdle, yield, and gain into a single framework. Live at https://t.co/uGbtzwJ4Pu. https://t.co/ZWZWaG5JM5