StrategyTracker.com ⚡️

Tracking the Bitcoin Singularity. Grounding & Amplifying Signal. Broadcasting adoption to the world. Stay tuned for regular updates.

[StrategyTracker.com ⚡️ @StrategyTracker]

Scaling Horizontally & Focusing Lasers.

[Scott Ellam @btconlyscott]

Needs more dots.

https://t.co/p0kpHjMPqV

[Michael Saylor @saylor]

Working ₿etter.

[Michael Saylor @saylor]

This week we bought bonds, not bitcoin. The ₿itVac is charging.

[Andrew Webley @asjwebley]

The Smarter Web Company quarter-to-date Bitcoin yield is 14.26%.

With 778 sats per share, equating to ~£0.45 BTC per fully diluted share with a leverage ratio of 11.1%. Our current fully diluted mNAV is 0.89.

37 Bitcoin purchases in our ~56 weeks as a public company, equating to approx one Bitcoin purchase every 1.5 weeks.

Orange is my favourite colour.

LSE: #SWC | OTCQB: $TSWCF | FRA: $3M8

[StrategyTracker.com ⚡️ @StrategyTracker]

@ZynxBTC @NitherDither @Metaplanet @DylanLeClair We don’t make decisions on official reporting.

We sometimes provide recommendations, but final decisions rest with companies.

[StrategyTracker.com ⚡️ @StrategyTracker]

@NitherDither @ZynxBTC @Metaplanet @DylanLeClair Please keep in mind that many of these companies use EV mNAV in order to determine if share issuance is accretive or dilutive.

The reporting is a reflection of the inner driver.

Reporting on something else not tied to real world actions would be the real disingenuous position.

[StrategyTracker.com ⚡️ @StrategyTracker]

@ZynxBTC @NitherDither @Metaplanet @DylanLeClair True.

Both are surfaced. This includes historical values and latest values.

[StrategyTracker.com ⚡️ @StrategyTracker]

@NitherDither @Metaplanet @DylanLeClair @Strategy @Strive None of this is controlled by StrategyTracker but rather it’s the agreed upon consensus that emerged that Strategy helped pioneer.

We’re merely surfacing the consensus.

[StrategyTracker.com ⚡️ @StrategyTracker]

@NitherDither @Metaplanet @DylanLeClair @Strategy @Strive That would break summary standardization since it would entail convincing all companies to switch to that metric over EV.

Usually in emerging domains such as this, the leader sets the standard. You’ll have to convince Strategy to change to Market Cap based mNAV.

[StrategyTracker.com ⚡️ @StrategyTracker]

@thebtcpharaoh @NitherDither @Metaplanet @DylanLeClair @Strategy @Strive The company IR team is the source.

We don’t manage the data. Please tag them if you see any discrepancy.

[StrategyTracker.com ⚡️ @StrategyTracker]

@NitherDither @Metaplanet @DylanLeClair @Strategy @Strive Having every company choose their own metrics to surface is less transparent, since you can always show metrics that paint a positive picture.

Adopting an external neutral standard is much more transparent, since it requires giving up some control.

[StrategyTracker.com ⚡️ @StrategyTracker]

@NitherDither @Metaplanet @DylanLeClair If you hover over the tooltip, you’ll see it’s considerably more transparent, since it shows market cap, debt, cash, preferred at every point in time.

The goal is to align on a set industry standard. Both @Strategy and @Strive use EV

[StrategyTracker.com ⚡️ @StrategyTracker]

@saylor @Strategy Going up, going up!

[Michael Saylor @saylor]

Back to work. $BTC

[StrategyTracker.com ⚡️ @StrategyTracker]

Added Timon Symbolism to @StrategyTracker to symbolize @StrategyTracker Pirate Ships steering towards @TNorth

Check it out @PunterJeff

[Michael Saylor @saylor]

No buys this week. Back to work next week. $BTC

[Michael Saylor @saylor]

The ₿eat Goes On.

[StrategyTracker.com ⚡️ @StrategyTracker]

Digital Lightning needs Digital Grounding.

[StrategyTracker.com ⚡️ @StrategyTracker]

@saylor @worshipbitcoin Orange beam activated.

[StrategyTracker.com ⚡️ @StrategyTracker]

Scaling Horizontally & Focusing Lasers.