Back-To-Back Billion-Dollar Days: Strategy’s STRC ATM Clears $2.7B In 48 Hours
Strategy’s STRC ATM What changed Two things, mechanically: Price discipline. STRC has parked at exactly $100.00, yield 11.5%, with zero...
Bitcoin for Corporations
Strategy’s STRC ATM Just Did $1 Billion in a Single Day — And the Machine Is Only Accelerating
April 13, 2026 marked a milestone that even the most aggressive STRC bulls didn’t see coming this fast.➤ $1,001.3M via...
TD Securities Formalizes Public Bitcoin Treasury Companies (PBTCs) as Distinct, Investable Equity Category
In a foundational move for institutional finance, TD Cowen, a division of TD Securities, has officially formalized a new investable...
How the Iran War is Repricing Bitcoin
Since the U.S. and Israel began striking Iran on February 28, 2026, markets have had to wrestle with the financial...
The Bitcoin Treasury Model With a Built-In Valuation Floor
There is a version of the Bitcoin treasury conversation that has become almost routine at this point. Bitcoin is hard...
The Bitcoin Treasury Model With a Built-In Valuation Floor
There is a version of the Bitcoin treasury conversation that has become almost routine at this point. Bitcoin is hard...
5 Ways the Fed’s Basel III Pivot Unlocks Institutional Bitcoin Custody
Today, the Federal Reserve Board released a trio of proposals 3. A 4.8% Liquidity Injection and G-SIB Indexing Perhaps the...
STRC: The Global Bitcoin Dollar Cost Average
If you haven’t already, please read my last research note about takeaways from Strategy World 2026. I cover a wide...
A Record $409M Day Shows How Strategy Is Rapidly Scaling Bitcoin Accumulation With STRC
On March 10, Strategy’s Variable Rate Series A Preferred ($STRC) At first glance, these appear to be the sort of...
Digital Credit: Strategy World Research Note For Institutions, Corporations, and Operators
I went to Strategy World last week. On the Bitcoin side, this conference might as well have been called “Stretch...
