Sid

TSLA & BTC

[Phong Le @phongle]

$MSTR is built to outperform $BTC in a bull market. In Q3, it did precisely that and also outperformed equities. More interestingly, our correlation to equities falls.

[Michael Saylor @saylor]

In the Bitcoin Standard Era, Digital Intelligence ($NVDA), Digital Equity ($MSTR), and Digital Capital ($BTC) have delivered 65%, 52%, and 38% annualized returns, outperforming the rest of the Magnificent Seven. The future is digital.

[SolanaNews.sol @solananew]

🚨BREAKING: @DEFIDEVCORP PURCHASES ANOTHER 26,203 SOL — BRINGING ITS TOTAL HOLDINGS TO 2.564 MILLION SOL!!!🚨

[DeFi Dev Corp. (DFDV) @defidevcorp]

Today, we paid a daily cash dividend of $0.00516 per share, our 3rd consecutive business day of dividend payments. $DFDV’s balance sheet currently represents approximately 168 years of $CHAD dividend coverage at the current annual dividend rate.

With $CHAD, payday is every day.

[Matt Cole @ColeMacro]

Strive acquired 2,000 $BTC for $169M at an average cost of $84,422 per bitcoin, bringing total holdings to ₿29,462.

61.5% of capital raised came from SATA, with warrants generating $56.7M.

Today’s 8-K also highlights key metrics and KPIs through 3Q26.

$ASST $SATA

[Strategy @Strategy]

You can now vote on the proposal for daily dividends on every calendar day for $STRF, $STRC, $STRK, and $STRD. Make your voice heard and your vote count. To learn more and find out how to vote, click here:
https://t.co/13342b4vsI

[Strategy @Strategy]

Strategy reports a $21 billion gain on digital assets in Q3 2026. Last week, we acquired 334 $BTC and repurchased $176M of $STRC. As of 10/4/26, we hold 848,000 BTC and $5.7B of USD Assets. $MSTR
https://t.co/DfKvdQl19R

[Bitcoin Treasuries @BTCtreasuries]

JUST IN: Strive $ASST buys an additional 2,000 #Bitcoin and now holds a total of 29,462 BTC.

Strive has increased its BTC holdings by over 290% YTD. 🔥🚀

🔸Bitcoin 100 Ranking: 5🔸

[Michael Saylor @saylor]

More orange than ever.

[DeFi Dev Corp. (DFDV) @defidevcorp]

Did you miss it? 👀

$SOL hit two MASSIVE tokenization all-time highs last month...

• Tokenized Equity DEX Volume: $4.36B (+240%)
• Tokenized Equity Holders: 1.24M (+209%)

https://t.co/Ay8PmoXdzb

[Michael Saylor @saylor]

Bitcoin can serve very different investors. $BTC offers direct ownership, $MSTR amplified exposure, and $STRC income with less 30-day price volatility than every Mag 7 stock. Digital Capital is the foundation for Digital Equity and Digital Credit.

[Matt Cole @ColeMacro]

IMPORTANT POST

Our industry became too focused on protecting downside risk and inadequately focused on maximizing Total Returns to the upside.

In my view, the entire purpose of our structured finance business model must be to maximize Total Returns for common equity shareholders. Our industry needs more amplification. Even at Strive, where we have the highest Amplification Ratio among Digital Credit issuers, when I look at the risk embedded in our capital structure relative to our amplification, I believe we have room to take it up another notch or two.

Building a rocket ship is extraordinarily difficult and requires underwriting and taking real risk. The mission requires not blowing up, but you need an engine powerful enough to reach the moon. Based on Amplification Ratio alone, I view the risk of true issuer failure from over-amplification as very low across our industry today. Amplification Ratio obviously cannot capture every risk, including debt terms, covenants, maturity walls, liquidity constraints, and other structural risks. But controlling for those risks should give issuers significant confidence to take amplification materially higher. That is exactly what we have done at Strive, and I hope others increasingly copy it.

I’ve written extensively about why Amplification Ratio will be the single most important driver of outright and relative Total Returns in a Bitcoin bull market. However, I believe incentives naturally push toward under-amplification, modest Bitcoin outperformance, and the safest possible path. My goal with this post is to light a fire and push our industry to think bigger, focus more aggressively on growth and Total Returns, and push the frontier of what our business models can achieve.

We have a shared mission across the industry to grow Digital Credit from a nascent asset class into a massive global capital market. That requires trusted issuers, deep liquidity, disciplined execution, and investor confidence. That is where we all should work together, but make no mistake about what will crown the fastest horse in a Bitcoin bull market: the engine.

Our mandate at Strive is to build the thing we actually want to own and recruit and retain exceptionally talented people who desire that risk and return opportunity and understand the business model that needs to be built. That mindset drove our execution in building a high Amplification Ratio, helped create strong liquidity, and is also why we are not satisfied with where we are. With Bitcoin under $100,000, our desire is to take Amplification Ratio higher from here.

If the Bitcoin bull thesis is right, amplification will be the most important thing. If the Bitcoin thesis is wrong, a few hundred basis points of cost of capital won’t be the difference between success and failure. The model itself will have failed.

I love capitalism. I love competition. I want more competition for the fastest horse. The next 10–15 years will be the Digital Gold Rush for Bitcoin.

Let’s act like it.

[DeFi Dev Corp. (DFDV) @defidevcorp]

$CHAD has made it to the biggest screen in the biggest city. 🗽

Hello, Times Square.

[Sawyer Merritt @SawyerMerritt]

Jason Oppenheim, founder of Oppenheim Group ($5B+ in real estate sales), just sold his Bentley for a @Tesla Model Y and is so blown away by FSD that he’s buying Teslas for 10 employees:

"This is the most important video I've ever posted. Tesla's self-driving is life-changing. It's so safe. I was on the phone with my brother last night, and I made him buy one. He literally bought one while we were talking. I'm buying 10 of my employees a Tesla with FSD. It's 8x safer than the average driver. There's nothing more important than the safety of you and your loved ones. Let's make our communities safer. I hope you'll at least consider going and getting a test drive."

I've been saying for a couple months now that FSD has become a material driver of Tesla sales in North America. Some people said it's just been anecdotal evidence, but more and more videos and stories like this are popping up. It's not anecdotal anymore. Word is spreading fast. FSD is going mainstream.

Jason's full video linked in thread below.

[Michael Saylor @saylor]

A milestone for Digital Credit: $STRC’s 30-day historical volatility is now 9%, below $SPY. We’re harnessing the power of Bitcoin while reducing price volatility for income investors. This is what financial engineering should do.

[Elon Musk @elonmusk]

This is pretty cool

[Bitcoin Treasuries @BTCtreasuries]

Strive $ASST CEO Matt Cole said, "Digital credits' market cap will be trillions of dollars by 2030. They will be the bridge for the world's transition to a hyperbitcoinized future."

"Trust in fiat currencies is going to continue to decline." 🔥

[DeFi Dev Corp. (DFDV) @defidevcorp]

UPTOBER HAS ARRIVED. 🟢

After gaining +41.6% in Aug. and +14.6% in Sept., solana:So11111111111111111111111111111111111111112 enters Oct. with strong momentum.

And history says Oct. can deliver:
• 2021: +43.4%
• 2023: +79.9%
• 2024: +10.4%
• Avg. Return: +12.4%

Track it all and more. 👇
https://t.co/OyeznKlOOW

[Michael Saylor @saylor]

Digital Credit is an alloy of capital and currency. $STRC

[Bitcoin Treasuries @BTCtreasuries]

JUST IN: #Bitcoin treasury company Strategy $MSTR has just surpassed the Saudi government-owned national bank's market cap.

Strategy is now the 385th-largest public company in the world. 🔥🚀