2026-07-23XQuote

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Bitcoin Capital Markets require a new financial language. We have refined our metrics to measure Bitcoin, Digital Credit, and Digital Equity with greater precision. Net BTC, Net BPS, BTC Hurdle ARR, BTC Floor ARR, and more are now live at https://t.co/uGbtzwJ4Pu.

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New and updated market metrics are live at https://t.co/LE4LnXYgKY. As Digital Credit becomes a larger portion of our balance sheet, we've sharpened our precision based on investor feedback. This video walks through what's new and why. 00:00 - Intro to Strategy's new and updated market metrics 00:16 - Why metrics are evolving: Digital Credit, feedback, precision 01:03 - New net metrics overview: Net Reserve, Net BTC, Net BPS 02:25 - How Net Reserve is calculated 04:06 - Fully Diluted Shares Outstanding, explained 08:06 - Net BPS growth since 2020 10:05 - Amplification redefined as a bitcoin equity multiplier 11:14 - Updated mNAV and the fixed 1.0x accretion threshold 13:44 - Introducing BTC Hurdle Rate and BTC Floor Rate 17:03 - Website walkthrough: MSTR tab's Equity and BTC subtabs 23:17 - The upgraded Bitcoin tab 25:22 - Credit tab's new Floor Rate, Ledger, Comps, Charts, and Shares 29:23 - A new Media tab for keynotes, podcasts, and articles
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