Stance
Yellow. Housekeeping vote passed; BTC weaker into the Q3 call.
Signals timelinenewest first · dashed = secondary / unverified
- On Oct 28, X News reported, unverified, that Bitcoin dips below $80,000 as Fed holds. Source: X News
- On Oct 28, Strategy posted: Q3 call tomorrow 5 PM ET. Source: X
- On Oct 28, Saylor posted: Bitcoin and AI hacking. Source: X
- On Oct 28, Saylor posted: rejecting tokenization is like rejecting an index fund. Source: X
- On Oct 28, Strategy posted: Daily Dividends amendment approved (99.3%). Source: X
- On Oct 27, X News reported, unverified, that Bitcoin reclaims $81,000 ahead of Fed. Source: X News
- On Oct 27, Saylor posted: Bitcoin is like English. Source: X
- On Oct 27, Strategy posted, “Digital Credit is the largest perpetual preferred stock in America..” Source: X
- On Oct 27, Strategy posted: Q3 call adds Melker, Oei, Thorn. Source: X
- On Oct 26, Strategy announced its Q3 call for Oct 29 with Wall Street analysts. Source: X
- On Oct 26, Saylor posted, “Passive income should be passive. $STRC.” Source: X
- On Oct 26, Strategy said it repurchased $205M of STRC and holds 848,517 BTC. Source: X
Key quotes & findings
- On Oct 21, Strategy posted on X: “Our BTC Reserve is worth 6.3x the combined notional of STRC and all securities senior to it, net of USD Assets.” Source
- On Oct 20, Strategy posted on X: “Our Digital Credit can withstand 0% $BTC ARR for 49 years. At 2.2% ARR, our dividends are covered forever.” Source
- On Oct 20, Saylor posted on X: “J.P. Morgan Asset Management’s base case projects Bitcoin to outperform U.S. stocks, bonds and gold over the next decade.” Source
- On Oct 19, Saylor posted on X: “Strategy has repurchased $193M of $STRC and acquired 267 $BTC. As of 10/18/26, we hold 848,517 BTC and $5.3B of USD Assets.” Source
- On Oct 19, Strategy posted on X: “Our objective is for $STRC to trade at $99-$100 over time.” Source
- On Oct 19, Saylor posted on X: “You don’t build a market worth trillions without investing billions.” Source
- On Oct 16, Strategy said: “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.” Source
- On Oct 16, Strategy said: “Once approved, every calendar day will be a $STRC dividend record date, including weekends and holidays.” Source
- No new interview or transcript in window.
What to watch next
- Strategy shareholders vote on the STRC daily dividend on Oct 28.
- Strategy's next 8-K, covering BTC buys and STRC repurchases, is due on Monday.
- The FOMC meets on Oct 27–28, which matters for BTC.
All sources23 links · open in a new tab · dashed = secondary / unverified
- Strategy: daily dividends approved
- Saylor: tokenization
- X News: BTC below $80K
- Saylor: STRC framework
- Saylor: quiet word
- X News: BTC below $80K
- X (Oct 28)
- X (Oct 28)
- X (Oct 27)
- X (Oct 27)
- X (Oct 27)
- X News (Oct 27) (secondary source)
- X (Oct 26)
- X (Oct 26)
- X (Oct 26)
- Strategy (X) (Oct 21)
- Strategy (X) (Oct 20)
- Saylor (X) (Oct 20)
- Saylor (X) (Oct 19)
- Strategy (X) (Oct 19)
- Saylor (X) (Oct 19)
- Strategy (Oct 16)
- Strategy (Oct 16)
Overview quick notes
Why (overview note)
Next
Q3 call Oct 29 · next Monday 8-K · STRC first daily record Nov 1