Every Zipp story tagged #digitalcredit, newest first.
The flip from a $13B unrealized loss in July to a $1.4B paper gain shows just how far bitcoin has come from its $58K low, with Strategy's STRC buyback pace adding another layer of bullish structure.
The $8.32B unrealized hit on its 843,775 BTC is the headline, but a $3.75B cash buffer, $1.5B of discounted note buybacks and a brand-new bitcoin-selling program change what the structure actually…
The structure is designed to preserve $MSTR's long-term Bitcoin exposure by sourcing external liquidity, the clearest signal yet that the company's balance-sheet playbook is shifting from straight…
Headlines called it a liquidation. The mechanism is the opposite: a 26-month runway for digital credit, dividends, and buybacks, with no forced BTC sales and Bitcoin still the primary treasury asset.
STRC and SATA absorbed roughly $1.1B in a single session; Strive says the depth of that trading, not the drawdown, is the proof point for a maturing asset class still chasing a $300T credit market.
The cascading margin call in a $10B category of BTC-treasury-linked preferreds — a brand-new corner of the market — is a stress lesson: a perpetual preferred can keep paying its 11-13% dividend and…
STRC and SATA sold off as leverage liquidations cascaded, and the CEO's own framing — not the dollar move — is the signal that investors should sit with.
STRC and SATA both cut roughly 10% from par before rebounding — but the intraday round-trip suggests forced selling from margined carry trades, not a real credit break, with double-digit yields…
The intraday cascade in both preferreds looked like a solvency event, but Cole frames it as forced selling from leveraged holders — and credits strong intraday buying at the lows for the recovery.
The pitch is STRC — a liquid, money-market-grade credit instrument built on Bitcoin's volatility surface — and the $100B target is the substrate DeFi builds on next.
Saylor frames Bitcoin as the absorbing asset for private-credit liquidity now searching for a home — the same supply-shock thesis he has been running on since the first Strategy buy.
The Strategy chairman frames the next leg as a liquidity story: even a small slice of the $3.5T private credit market reallocating into digital credit could overwhelm available BTC supply.
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