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Phong Le retweeted
Fidelity Digital Assets recognizes the enormous opportunity to channel incremental demand from traditional fixed-income markets into Bitcoin.
"The global fixed income market is valued at approximately $150 trillion. To date, these new perpetual preferred stocks represent about $12 billion in market share and have facilitated the accumulation of over 135,000 bitcoin.
To put this fixed income example in relative terms, consider the Great Pyramid of Giza, which contains roughly 2.3 million stone blocks.
If we equate this to a total addressable global fixed income market of $150 trillion, then $12 billion would be equivalent to just 153 stone blocks “laid” via bitcoin-focused perpetual preferred stocks. Continuing the analogy, the entire market cap of bitcoin would equate to roughly 25,000 stone blocks.
This illustrates the vast, largely untapped potential for further investment in bitcoin-adjacent products within the fixed income space."
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"Bitcoin-focused perpetual preferred stocks are uniquely positioned to offer higher yields than many cash and cash-equivalent investments." Fidelity on Digital Credit, $STRC, and $BTC. fidelitydigitalassets.com/re…
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Phong Le retweeted
Excited for this fireside chat with @phongle on the rise of Bitcoin and Digital Credit. What happens when Bitcoin becomes the foundation for a new generation of financial products? Join us on the Main Stage Tues 10/20 at 1:55pm PT to find out! #Money2020USA 2026! @Strategy @BellementisPLLC #SophieLex Get your pass here: lnkd.in/eJWK9ay6
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Phong Le retweeted
Daily dividends are coming to $STRCx.
Pending shareholder approval, $STRCx will rebase daily from November, with dividends accruing automatically to your balance.
Rate markets are live on @Pendle_fi and @ExponentFinance.
Strategy has conditionally declared daily dividends on $STRC for November 1–30, 2026, maintaining the 12.00% annual dividend rate. The declaration is subject to shareholder approval of the daily dividend amendment on October 28. strategy.com/press/strategy-…
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The next 12 months is likely to see the biggest increase in Bitcoin Banking adoption in history. Catalysts: monetary inflation, regulatory clarity, customer demand, tech modernization, agentic AI, FOMO, survival.
Strategy’s Bitcoin Banking Adoption Index increased to 34% in Q3 2026. Bitcoin and digital asset adoption across major global banks continues to expand, but remains early. Institutions with questions or corrections: ir@strategy.com
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"AI is going to demonetize a lot of equities based on labor and talent. Capital investors are going to look for things that the robots can’t make more of." bitcoin:native
Bitcoin is raw financial energy. Strategy transforms it into Digital Credit.
At noon today, I joined @TimSteno and @CarolMassar on Bloomberg @Crypto to discuss Bitcoin’s bull market setup, AI and scarcity, and the future of Digital Credit.
00:48 - Bitcoin bull market setup: headwinds rotating into tailwinds
01:55 - AI, scarce capital, and assets robots cannot create
03:05 - Digital Capital, Digital Credit, and Strategy’s outperformance
04:16 - Bitcoin as raw financial energy
06:32 - Strategy as a structured finance company: Bitcoin, dollars, equity, and credit
08:49 - Bull market strategy: acquiring Bitcoin and issuing Digital Credit
10:20 - Investor time horizons: money markets, $STRC, $BTC, and $MSTR
12:26 - Strategy’s advantage: high-performance Digital Credit built on high-performance capital
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Nice job @chasepalmieri and @CJ_Bitcoin. A thoughtful discussion on $BTC, $MSTR, and $STRC past, present, and future.
My podcast conversation with @chasepalmieri. We discuss all the tough questions posed by $MSTR and $STRC shareholders, including competition, returns, innovation, and @Strategy's vision.
00:00 Introduction to Strategy and CJ's Role
01:07 Proposal for Daily Dividends and Market Innovation
04:59 Upcoming Shareholder Vote and Future Plans for Daily Dividends
06:05 Balancing Bitcoin Per Share and Total Return Objectives
09:28 Strategy's Approach to Dividend Rates and Market Demand
11:58 Managing USD Reserves and Market Shocks
15:10 Leverage, Liquidations, and Market Risks
18:46 Market Recovery and the Role of Buybacks
21:47 SATA vs. STRC and Market Dynamics
23:47 Investor Perspectives on Digital Credit Instruments
25:39 Strategy's Ecosystem and Future Growth
30:43 BTC Ratings, Coverage Ratios, and Market Perception
34:05 Collaborative vs. Competitive Digital Credit Ecosystem
38:30 Strategy's Innovation and Future Product Development
43:33 Communication Strategies and Shareholder Engagement
46:22 Potential for a Strategy Podcast and Transparency
48:14 Institutional and Retail Communication Efforts
50:13 Risks of Media and Market Discourse
52:17 Preparing for Bull and Bear Markets
54:18 USD Reserves and Yield on Cash Holdings
55:27 Long-Term Growth and Cash Flow Needs
58:08 Strategy as the JPMorgan of Bitcoin
59:27 Future of Bitcoin as Collateral and Lending
1:00:23 Leadership and Succession Planning
1:04:04 CJ's Vision for Strategy and Market Leadership
1:05:54 Where to Follow Strategy and CJ on Social Media
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Phong Le retweeted
$STRCx is now the largest tokenized equity in DeFi, representing @Strategy’s STRC preferred stock.
Tokenized by xStocks, it is already powering yield rate markets across Ethereum and Solana through @Pendle_fi and @ExponentFinance.
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The trend towards corporate, institution, bank, and nation state adoption of Bitcoin is encouraging and makes us even more bullish on bitcoin.
Strategy bought over 175K BTC this year during a bear market and are responsible for ~91% of all the bitcoin bought by businesses.
No one is catching Michael Saylor.
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"$STRCx is now the world’s largest tokenized equity by circulating market cap." Awesome.
$STRCx is now the world’s largest tokenized equity by circulating market cap.
Issued by @Strategy, the world’s largest Bitcoin Treasury Company and tokenized by xStocks, more than $158M of Strategy preferred stock is now onchain.
There is no second ₿est.
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