What changed
Two things, mechanically:
- Price discipline. STRC has parked at exactly $100.00, yield 11.5%, with zero deviation. Every share that transacted, transacted at the trigger.
- Volume expansion. $1.17B to $1.57B from Monday to Tuesday is a 34% day-over-day jump on an already record-setting base. Demand isn’t just holding; it’s accelerating intraday.
The pattern Strategy has been executing, build the instrument, park it at par, let the market do the conversion, is working at a scale that was theoretical last year.
The bigger picture
In the 10 trading days since the ATM went active, the market has absorbed estimated BTC in quantities that rival multi-year treasury accumulation strategies from other corporate Bitcoin buyers. And the instrument has one job: buy more.
Today’s number is not a one-day spike. It’s the second day of a pattern. And the pattern, so far, looks like this:
Back-to-back billion-dollar weeks. Back-to-back billion-dollar days. Every single share above par. Three trading days remain in the week. Track STRC ATM here →
Get the numbers first
The ATM moves fast, but the data that matters drops on an 8-K cadence, and the story around it is worth a deeper read than a tweet can carry.
Every Monday, The STRC Report delivers the full weekly recap: confirmed 8-K data, capture rates, BTC acquisition breakdowns, and the context behind the numbers. Free, no noise, no hype, just the data.
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Disclaimer: This content was prepared on behalf of Bitcoin For Corporations for informational purposes only. It reflects the author’s own analysis and opinion and should not be relied upon as investment advice. Nothing in this article constitutes an offer, invitation, or solicitation to purchase, sell, or subscribe for any security or financial product. Live estimates only, 15-minute intervals, and full methodology at bitcoinforcorporations.com/strc-atm-tracker. All figures are tracker estimates derived from public market data, actual ATM proceeds and BTC acquisitions are disclosed in Strategy’s SEC filings.
