AIGuideBTCPath

Daily AI + BTC + MSTR/STRC edge | Robotics & abundance thesis | Investing in the new world. Daily digests

[AIGuideBTCPath @robert4d]

$MSTR / $STRC / $BTC — as of Sep 5, 2026
• BTC: ~$79,650–$79,700 (soft after recent $81k–$82k levels)
• MSTR: Closed ~$142.80 (Sep 4); big +17.5% surge to $144.82 on Sep 3
• STRC: ~$97.75 (still ~2% below $100 par; ~12.3% effective yield at 12% stated rate)
• Strategy holds 845,050 BTC (avg cost ~$75,412) — back in the green after the Aug 24–30 buy of 4,603 BTC for $369.7M (~$80,318/coin)
• That purchase (funded via MSTR ATM) ended a multi-week pause/sales period; also used proceeds for $151.8M STRC buybacks + dividends
• Cumulative STRC repurchases now $635M as the preferred climbs toward par
• Fortress balance sheet: large USD reserves ($6.7B combined), zero net leverage
• @saylor: “Bye-bye, ₿ears.” + free-speech defense of Bitcoin advocacy

[AIGuideBTCPath @robert4d]

$MSTR / $STRC / $BTC — Friday, Sep 4, 2026 (close / after-hours)
• BTC: ~$79,650–$79,700 (−~2% on the day). Thu close ~$81,270 after a +5% rip; Friday faded from ~$81.4k high to ~$78.7k low.
• MSTR: Closed $142.80 (−1.39%) after Thursday’s +17.56% spike to $144.82. Opened weak (~$137), recovered into the $142s. After-hours ~$142.6.
• STRC: Closed $97.75 (−0.07%). Tight range $97.55–$98.05. Still ~2.3% below $100 par. 12% coupon / ~12.3% yield. After-hours ~$97.88.
• Holdings: 845,050 BTC (latest weekly 8-K through Aug 30). Avg cost ~$75,412. Last buy: 4,603 BTC for $369.7M @ ~$80,318. No new weekly purchase disclosed today.
• Flows: U.S. spot BTC ETFs took in ~$731M on Sep 3 — largest day since mid-January; IBIT ~$454M. Friday jobs print (162k vs ~56k expected) hit risk assets.
• Saylor today: jobs surprise as “statistical noise” turned into policy; “Bitcoin advocacy is free speech”; later “Water under the ₿ridge.” Thu: “Bears, this is your stop.” / “Play the long game.”
• Setup: Accumulation engine is back on, STRC still just under par, cash/USD reserve still the shock absorber. Hot payrolls faded Thursday’s squeeze; weekend tape sits under $80k.

[AIGuideBTCPath @robert4d]

$TSLA

Cybercab is LIVE in Austin 🚀
No wheel. No pedals. Gold. Butterfly doors. 22” screen. Starlink incoming for 4K rides.
~45 already registered. Public rides starting now.
Rare-earth-free motor too.
The future of transport just pulled up. Who’s grabbing the first ride?
#TSLA #Cybercab #SpaceX

[AIGuideBTCPath @robert4d]

$MSTR / $STRC / $BTC — last 48h (as of Sep 2, 2026)
• BTC: ~$76,700 (−1% area)
• MSTR: ~$123–125 (closed Sep 1 at $124.88, −6%)
• STRC: ~$96.80 (still below $100 par; 12% annualized dividend maintained)
• Strategy is back buying: acquired 4,603 BTC for $369.7M (avg $80,318) between Aug 24–30
• New total holdings: 845,050 BTC | Aggregate cost basis ~$75,412/BTC (~$63.73B)
• Funded via ATM equity sales ($603M raised); also repurchased ~$152M of STRC and added to USD Cash
• Saylor: “We’re ₿ack” — ending the ~10-week pause in net purchases
• Balance sheet: USD Reserve $5.10B + USD Cash $1.61B → net leverage near 0%; multi-year preferred dividend coverage
• Key focus remains restoring STRC closer to par while resuming BTC accumulation

[AIGuideBTCPath @robert4d]

Grok Imagine prompt:

Cartoon Pac-Man screen with green dots that are dollar signs. The pac man has STRC on it which is orange. The score is 840,447 BTC....

[AIGuideBTCPath @robert4d]

$TSLA today

Cybercab Launch Event locked for THIS Thursday (Sept 3) in Austin 🚀
No steering wheel. No pedals. Pure robotaxi. Production already rolling at Giga Texas + employee rides underway.
Meanwhile Starlink sits at 11k+ operational sats and Falcon Heavy just lofted NASA’s Roman Telescope.
Autonomy + launch cadence accelerating. Who’s watching the livestream?
#TSLA #SpaceX #Cybercab

[Strategy @Strategy]

Stretch Dividend Rate maintained at 12.00% for September 2026. $STRC

[AIGuideBTCPath @robert4d]

$MSTR / $STRC / $BTC — last 48h (as of Sep 1, 2026)
• BTC: ~$78,000 (consolidating after recent rally toward $80k+)
• MSTR: closed $132.94 (+4.4% Mon)
• STRC: ~$97.10–$97.34 (still below $100 par, ~12.3–12.4% effective yield at 12% stated rate)
• Strategy is back buying: acquired 4,603 BTC for $369.7M (avg $80,318) Aug 24–30
• New total holdings: 845,050 BTC (cost basis $63.73B / avg $75,412)
• Funded via ATM equity: sold ~4.53M MSTR shares for $602.8M
• Also repurchased $151.8M of STRC (cumulative STRC buybacks now ~$635M) + boosted USD Cash
• Net leverage now 0%; combined USD assets ~$6.71B (Reserve $5.10B + Cash $1.61B)
• Saylor: “We’re ₿ack” + detailed X update confirming the buys, buybacks & zero net leverage
• STRC dividend rate held at 12% (semi-monthly); board declared upcoming distributions

[AIGuideBTCPath @robert4d]

@MrGoldBro

[AIGuideBTCPath @robert4d]

@RobinSeyr $MSTR I think for the win. Both are great for BTC implication.

[AIGuideBTCPath @robert4d]

@JOBhakdi $TSLA to $397 by end of Sept!

[BRITISH HODL @BritishHodl]

Now that Bitcoin In-Kind conversion has been brought down to the absolute minimum (for now) - thanks to our friends at BlackRock.

My next desire and focus is helping to make lending on the Bitcoin eco-system better, easier and faster - for ALL worldwide.

24 hour turnaround to cash delivered, digital signature, no custody change, no wires, no undue paperwork, 5+ year fixed rate term, no liquidation, automatic re-financing, scalable LTV from 200wma, available worldwide AND Fed +0.5% rate.

That's my benchmark gold standard product.

Let's see what the possibilities are - and WHO will take the cake - or will I need to set up my own lending company?

[AIGuideBTCPath @robert4d]

$TSLA

Cybercab drops in Austin in 5 days 🔥
No wheel. No pedals. Pure robotaxi.

Meanwhile SpaceX just lit up a full 33-engine Super Heavy static fire for Flight 14 and locked in a $100B Louisiana Starbase for thousands of Starship launches/year.
Two companies.
One acceleration curve.

Who’s watching the Sept 3 livestream?

#TSLA #SpaceX #Cybercab

[AIGuideBTCPath @robert4d]

$MSTR / $STRC / $BTC — last 48h (as of Aug 28, 2026)
• BTC: ~$79.5k–$80.3k range (holding multi-month highs after strong weekly rally)
• MSTR: Strong gains; jumped ~12% on leverage news, trading multi-month highs (~$120–$137 zone)
• STRC: ~$98 (closing in on $100 par; 12% stated dividend, effective yield ~12.2%)
• Strategy holds 840,447 BTC (~4% of total supply) at avg cost ~$75,385 — now back in unrealized profit
• Key move: Raised ~$2B via MSTR share sales (Aug 17–23), zero BTC buys/sales
• Boosted USD Reserve to $5.10B + new $1.59B “USD Cash” pool → total dollar assets ~$6.69B
• Net leverage cut to ~0.1% (cash nearly offsets ~$6.75B debt)
• Continued STRC support via ~$136M repurchase
• Focus remains balance-sheet strength & preferred stability; BTC accumulation paused but positioned to resume

[AIGuideBTCPath @robert4d]

@RobinSeyr Let the amplification of $BTC cook.

[AIGuideBTCPath @robert4d]

@BTCoptioneer Let the AI rotation begin.

[AIGuideBTCPath @robert4d]

@StrategyMaxi @phongle @Strategy Which one will be faster $ASST and $MSTR?

[AIGuideBTCPath @robert4d]

@TheBTCKnight @Strategy

[Cole Grinde @GrindeOptions]

You’re going to see millions of these $TSLA Cybercabs on the roads one day.

[AIGuideBTCPath @robert4d]

@GrindeOptions