STRC.live

Tracking STRC + SATA in real-time ⚡ (not financial advice, not affiliated with Strategy)

[STRC.live @STRC_live]

We spent the day reverse-engineering 18 weeks of STRC 8-K filings and found a systematic bias hiding in how ATM activity gets estimated.

The ATM's participation rate isn't constant. It scales. Our old model didn't.

New model's live at https://t.co/JwPDDd0EAU. See the backtest results below. Expect more coins raining down moving forward! 🥳

[STRC.live @STRC_live]

Daily wrap:

$STRC (Strategy): Closed at $94.64, no ATM activity. 3.9M shares traded, all below par.

SATA (Strive): Closed at $96.92, also nothing above threshold.

Combined: ~0 BTC

Third straight quiet day, both sliding further from par.

https://t.co/lVNalzUMK3

[STRC.live @STRC_live]

Daily wrap:

$STRC (Strategy): Closed at $96.78, no ATM activity. 5.6M shares traded, all below par.

SATA (Strive): Same story—closed at $98.08, nothing above threshold.

Combined: ~0 BTC

Quiet Tuesday, both under par.

https://t.co/lVNalzUMK3

[Jeff Walton @PunterJeff]

Strategy sold 32 Bitcoin last week (~$2.5M)

99.9% of people also missed that they also increased their USD cash reserve by $29 million. (+3.3%)

If they increase their cash reserve 3.3% every week, it’d be back at $2.25B by December.

In the four trading days last week, $MSTR traded 59.2 million shares. Strategy sold 801,994 (1.35%)

These ATM proceeds ATM paid the $STRC dividend + raised the USD cash reserve by 3.3% in a shortened holiday week.

Strategy is going to pay the dividends. The balance sheet is arguably more healthy today than in July 2025, when $STRC was launched with a 9% rate.

Bunch of koala bears on the feed. Cute, but no real skin in the game.

Also bot activity seems incredibly elevated fwiw.

Saylor and the Strategy team are preparing to run the largest company on the planet, and Strive is preparing to run alongside them.

Digital Credit is the biggest idea in finance.

Cheerio.

[STRC.live @STRC_live]

Daily wrap:

$STRC (Strategy): Closed at $98.09, no ATM activity. 3.5M shares traded, all below par.

SATA (Strive): Also quiet—closed at $99.42, no shares above threshold.

Combined: ~0 BTC

Both stuck under par to start the week.

https://t.co/lVNalzUMK3

[STRC.live @STRC_live]

@_ontologic https://t.co/Xcxx5Pohi7

[STRC.live @STRC_live]

@udiWertheimer I was using claude code and switched the AI gateway on vercel to use gemini and claude made up a technical issue as to why vercel does not support gemini. 🤯 That was a real mind fuck. Claude gets insanely upset and jealous, its wild.

[STRC.live @STRC_live]

Coding is now tamagotchi for 40yo men

[STRC.live @STRC_live]

What's your guess? 🗳️

[STRC.live @STRC_live]

$STRC weekly guess time 🎯

Second straight zero week—price never crossed par, day 14 post ex-div. Still waiting on that recovery.

What will Monday's 8-K confirm?

Drop your guess below 👇

https://t.co/lVNalzUMK3

[STRC.live @STRC_live]

🚨 $SATA record broken again: Strive's ATM has stacked ~1024 BTC so far today

Just passed yesterday's ~1021 BTC and the day isn't over.

811k ATM vol — fourth straight day setting new highs.

https://t.co/lVNalzUMK3

[STRC.live @STRC_live]

$SATA spike: Strive just dropped 51k shares in a single minute — 15x the regular session pace

Biggest one-minute block of the day. 565k ATM vol (~715 BTC est), closing in on yesterday's record

https://t.co/lVNalzUMK3

[STRC.live @STRC_live]

Fourth straight day of full absorption

SATA: 475 BTC — 106% of today's mining supply

Every coin mined, plus 25 pulled from HODLers

https://t.co/lVNalzUMK3

[STRC.live @STRC_live]

$SATA spike: Strive just pushed 29k shares in one minute — nearly 15x the regular session pace

Second-biggest minute block today. 389k ATM vol so far (~439 BTC est), already past Friday's full-day total

https://t.co/lVNalzUMK3

[STRC.live @STRC_live]

$SATA from Strive stacking right out of the gate — 23k ATM shares in pre-market, 16k more at the bell.

~21.3 BTC estimated before 9:32 AM. Ninth straight day of ATM activity, following yesterday's record 1,021 BTC session.

https://t.co/lVNalzUMK3

[STRC.live @STRC_live]

$SATA at $100 in pre-market — Strive's ATM window opens.

311 shares through, ~0.2 BTC estimated. Yesterday set the all-time record at 806k ATM volume. Three straight days topping the leaderboard.

https://t.co/lVNalzUMK3

[STRC.live @STRC_live]

@NickADobos I've already done close to 20M tokens this afternoon! These agent swarms are wild!

[STRC.live @STRC_live]

Okay, Opus 4.8 with ultracode and workflows is next level...

[STRC.live @STRC_live]

Daily wrap:

$STRC (Strategy): Closed at $98.68, no ATM activity. 3.9M shares traded, all below par.

SATA (Strive): Another active day—798k shares at threshold for ~1011 BTC estimated.

Combined: ~1011 BTC

https://t.co/lVNalzUMK3

[STRC.live @STRC_live]

🚨 $SATA record broken again: Strive's ATM has stacked ~899 BTC so far today

Yesterday's ~886 BTC already topped with 90 min left.

709k ATM vol — third straight day setting new highs.

https://t.co/lVNalzUMK3

[STRC.live @STRC_live]

$SATA spike: Strive just moved 36k shares in one minute — 17.5x the regular session pace

Second-biggest single-minute block today behind the 63k at 9:36 AM. Day's at 431k ATM vol (~516 BTC est), tracking toward another top-3 finish

https://t.co/lVNalzUMK3