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

Michael Saylor

1,419 items collected

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BPS measures Bitcoin per common share before senior claims. CEBE BPS measures Bitcoin per common share after senior claims. CEBE is the conservative risk metric. BPS is the common equity growth metric. BTC Yield measures BPS execution. The shorter the liability duration, the more CEBE matters. The longer the duration, the more BPS matters. If claims came due today, CEBE BPS would be the more relevant metric. If BTC outpaces dividend obligations, BPS better captures common equity upside. The difference between BPS and CEBE BPS is Amplification. With no debt or preferreds, BPS = CEBE BPS and a Bitcoin Treasury Company should track BTC like an…

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Congratulations @ElonMusk and $SPCX on a historic IPO. Thanks to you, 25% of the Mag8 now holds Bitcoin on the balance sheet.

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Digital Credit. Digital Money. Digital Equity. Digital Treasury. My conversation with @ColeMacro at @BTCPrague on the future of capital markets, followed by Q&A on the nuances of Bitcoin-backed securities and corporate finance. https://t.co/tm1yhkVH5N Timestamps: 00:00 - The $300T credit opportunity: moving 5–10%, or $15–30T, into bitcoin-backed instruments 00:49 - The current Bitcoin market: a mild bear market, open capital markets, and continued accumulation 02:41 - Why Digital Credit matters: reducing volatility and preserving bitcoin-backed exposure through drawdowns 04:53 - Bitcoin dominance, the collapse of crypto monetary premiu…

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Accretion depends on the metric. Net Assets per Share measures balance sheet strength and residual asset value. BTC per Share measures Bitcoin intensity and long-term equity upside. NAV accretion improves asset coverage. BTC Yield accretion increases Bitcoin per share. $MSTR $BTC

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My beliefs: Retweets are notifications, not endorsements. Constructive dialogue leads to better outcomes. Bitcoin is hope and economic empowerment for everyone. Every good-faith effort to strengthen the network should be welcomed.

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$STRC and $MSTR shareholders have approved the amendment to move $STRC dividends from monthly to semi-monthly. Under the new cadence, the first record date is June 30 and the first payment date is July 15. Thank you to every shareholder who voted. https://t.co/3sIqqF3FCR

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Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC https://t.co/1Zf1AVsP1H

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Bitcoin Maximalist: Bitcoin is the dominant digital monetary network: an ethical, technical, and economic breakthrough, and an instrument of economic empowerment. It offers superior property rights, monetary integrity, and hope to those facing economic misery. Bitcoin Capitalist: Bitcoin reaches its full potential by integrating with the global economy: currencies, credit, securities, companies, banks, institutions, governments, families, and individuals. Bitcoin is an open monetary network for everyone. Bitcoin Technologist: Bitcoin reaches its full potential through continuous base-layer improvement that enhances scalability, usability, p…

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The AI buildout is absorbing capital at historic scale, creating temporary pressure across global markets. That does not weaken Bitcoin. It strengthens the case for scarce, liquid, digital capital. Bitcoin remains the premier asset for the long term. $BTC https://t.co/DMXidrHDB8

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Four ideologies shape the Bitcoin community. Maximalists bring conviction. Capitalists bring integration. Technologists bring innovation. Fundamentalists bring preservation. Bitcoin reaches its full potential when these four forces work in harmony.

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Capital markets are funding the AI buildout at historic scale: ~$400B over 6 months. Bitcoin ETFs have seen ~$4B of outflows since May 14, pressuring $BTC. This is a capital rotation, not a Bitcoin impairment. Volatility creates opportunity.

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Final week to vote for twice-monthly dividends. If you haven’t voted, please do so now. We believe this upgrade helps make Digital Credit better for $BTC, $MSTR, and $STRC. Please share with other holders. We need your support. https://t.co/0QObDgFH5w

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Our goal is to make $STRC the best credit instrument in the world. https://t.co/gMhUlT3jXu

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Stretch Dividend Rate maintained at 11.50% for June 2026. $STRC https://t.co/DZ55JRV1RV

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CFTC guidance advances Bitcoin capital markets: 24/7 trading, BTC collateral, perpetual futures, options, and regulated access. Good for $BTC holders, powers the $MSTR engine, and supports the rise of $STRC as Bitcoin-backed Digital Credit.

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Strategy CEO @PhongLe discusses $BTC, $STRC, $MSTR, and our capital markets strategy to acquire Bitcoin and increase Bitcoin Per Share with @LizClaman. https://t.co/scu8d4ER1N

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Last Thursday on @SchwabNetwork, I discussed $BTC pricing dynamics, Digital Credit $STRC, its impact on $MSTR, and the convergence of DeFi and TradFi as Bitcoin reshapes financial markets. https://t.co/6I6Iy86G8b

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Edition 2026-10-10, preview.