The leading analytics terminal for Bitcoin capital markets.
Joined July 2025
- Tweets 468
- Following 5
- Followers 1,844
- Likes 1,401
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BitcoinQuant retweeted
Jun 11
I'm the Justin who asked @bitcoinquant_ to start saying more about #STRK. I keep buying $STRK. Ex dividend date is June 15. @halstonvalencia
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BitcoinQuant retweeted
Jun 10
In 6 days, $SATA will become the first US listed security to pay cash dividends every business day.
We shall see how this affects volatility, and whether Strive’s thesis plays out.
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Jun 1
Saylor said he wanted to “inoculate” the market. This sell should be of no surprise.
Jun 1
Last week, $MSTR sold 32 BTC for $2.5M and also tapped its common ATM for $128M.
A portion of the capital raised was used to increase its USD reserve to $900M.
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BitcoinQuant retweeted
May 27
Bitcoin treasury preferreds are the most important capital markets story nobody is covering.
So we launched The Pref Stack.
Issue #001 out today, new read every week.
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BitcoinQuant retweeted
May 26
Strive just bought 1,109 btc in 4 days. They now sit on 16,500 btc total.
And on June 16th, $SATA switches from monthly to daily dividends, 250 payments a year instead of 12.
Strategy proved bitcoin backed preferreds work. @Strive is taking the structure further: higher frequency, tighter par discipline, non-dilutive accretion.
Not to mention they have an exceptional team executing. Bullish.
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May 22
Strive, The Daily Dividend Company at Bitcoin for Businesses w/ @PunterJeff & @Werkman!
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BitcoinQuant retweeted
May 18
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May 18
Bitcoin is down ~13% YTD.
Strategy’s BTC Yield is 12.6%.
That’s a ~26-point spread generated by financial engineering on top of a bitcoin treasury.
Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC
strategy.com/press/strategy-…
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May 15
Less debt, less dilution, stronger balance sheet. 💪
May 15
Strategy to repurchase $1.5 billion principal amount of 2029 convertible notes. $MSTR $STRC strategy.com/press/strategy-…
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BitcoinQuant retweeted
May 14
"We've bought $100M an hour, it doesn't move price. We've bought $200M an hour, it doesn't move price. We've bought $300M an hour, and stopped...price goes up." - @saylor
STRC fueled BTC buy this week on pace to be $1Billion.
That's $2.35M of BTC/minute or $140M of BTC/hour.
$847,000,000 dollars from STRC into Bitcoin in just 6 hours🤯
That's $2.35M per MINUTE...more than 10 THOUSAND BITCOIN purchased by Saylor just today
It is unbelievable how we're not past $82K yet.
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BitcoinQuant retweeted
May 15
If you’re still 🐻 , you don’t understand what’s happening
$847,000,000 dollars from STRC into Bitcoin in just 6 hours🤯
That's $2.35M per MINUTE...more than 10 THOUSAND BITCOIN purchased by Saylor just today
It is unbelievable how we're not past $82K yet.
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BitcoinQuant retweeted
May 14
Strategy just sold ~$1.16 billion of STRC today.
Permanent capital in Bitcoin going to the balance sheet.
~14,155 Bitcoin acquired - all they have to do is pay 11.5%.
For reference, Palantir just reported a net income of $871 million... for ONE QUARTER.
Yes... Saylor just raised ~$250 million more in one trading session than Palantir's Q1 NET INCOME.
Palantir trades at a 150 P/E ratio.
Which growth story do you think the market is undervaluing?
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BitcoinQuant retweeted
May 14
$MSTR
This is getting WILD.
We’re now well past yesterday’s full-day volume at just the halfway point of today’s session, with flow continuing to build rather than taper.
Sitting at ~$580M in trading volume
% volume >100 has now moved up to 90%.
Could we be looking at a new record in trading volume today? Possibly.
$1B in trading volume now imminent.
$BTC $MSTR $STRC
May 14
$MSTR
Nearly 2,000 coins absorbed so far…..
The day is panning out largely as anticipated.
Already at $304M in volume, sitting well above the halfway mark of yesterday’s total in just the first 90mins
Pre-market briefly pushed price action below PEG, which is why % volume >100 is currently holding around 80%. That figure continues to firm higher as we stabilize above PEG through the session.
Roughly ~$159M raised in the first “stretch” of trading. (Likely conservative given the assumption tends to understate realized ATM capital raised in prior periods.)
On pace for a $1B volume day.
$BTC $MSTR $STRC
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BitcoinQuant retweeted
May 14
$MSTR
Nearly 2,000 coins absorbed so far…..
The day is panning out largely as anticipated.
Already at $304M in volume, sitting well above the halfway mark of yesterday’s total in just the first 90mins
Pre-market briefly pushed price action below PEG, which is why % volume >100 is currently holding around 80%. That figure continues to firm higher as we stabilize above PEG through the session.
Roughly ~$159M raised in the first “stretch” of trading. (Likely conservative given the assumption tends to understate realized ATM capital raised in prior periods.)
On pace for a $1B volume day.
$BTC $MSTR $STRC
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May 14
$SATA just became the first listed security in U.S. history to pay daily cash dividends.
250 ex-dividend dates a year instead of 12, so the volatility that normally clusters around one monthly event disperses across the entire trading calendar.
Not to mention at 13%, the jump from monthly to daily adds 7.6 bps of effective yield.
@Strive is rewriting the structure.
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BitcoinQuant retweeted
May 12
Two days in.
1,603 BTC potentially acquired, 51% of weekly mined supply.
$STRC has 25x the daily liquidity of the second largest preferred on the market.
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BitcoinQuant retweeted
May 11
The $STRC ATM is already working hard in the premarket.
81 BTC purchased so far, based on @bitcoinquant_ estimates.
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