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A very strong week for $STRC. The average tracker estimates that the ATM purchased 10,141 BTC this week. It will be interesting to see which one is closest when Strategy reports on Monday.

Who can forget about THE LIFT

The great rotation is officially underway.

$MSTR has $56B of Bitcoin but only a $45B market cap. That's a 20% discount!

Chart is in millions BTW

That $STRC thing might be catching on. I'm monitoring the situation.

Strongest day for $STRC so far this week. BitcoinQuant estimates that 2,302 BTC were purchased from $STRC today alone. Incredible.

The Fed purchased $16B of U.S. Treasuries last week with money it printed out of thin air. The Fed is buying at a faster rate than it allowed Treasuries to roll off during the 2022–2025 quantitative tightening era.

Me: I think MSTR is a good stock The comments section:

Me: MSTR is a good stock The comments section:

$MSTR USD reserve is at the lower end of guidance. My guess is that they are adding to the USD reserve this week via $MSTR common ATM (which is negative for BTC per share), balanced by the $STRC ATM (which is positive for BTC per share).

$STRC product-market fit is insane.

$STRC is different from debt because the principal never has to be repaid.

Strategy paying 11.5% for $STRC may sound high, but it actually becomes inexpensive over time. Here’s how it works: Strategy issues new $STRC shares yielding 11.5% and uses the proceeds to buy Bitcoin. Strategy must pay the $STRC dividend indefinitely, while also holding the

The $STRC ATM is becoming Strategy’s primary funding vehicle for Bitcoin purchases, gradually displacing $MSTR.

$STRC has already absorbed more than the entire new BTC supply for the week.

Feb 5 marked the end of the Bitcoin bear market.

$MSTR bottomed Feb 5, 2026.

$MSTR is $129. The first time $MSTR hit $129, it had 120,000 sats ($85 of BTC) per share. Today, it has 221,000 sats ($157 of BTC) per share.

$MSTR is $127. The first time $MSTR hit $127, they held 193,000 BTC. Today, they hold 766,970.