Bitcoin at @Strategy | Ex-Private Equity @Blackstone | MBA @HarvardHBS | Ex-Pres. HBS Bitcoin Club | Mechanical Engg. @iitbombay @iitb_moodi
Tysons, VA
Joined March 2015
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- Following1.2K
- Followers20.3K
- Likes2.6K
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We’re not traders. We don’t speculate or try to time the market. We don’t do technical analysis or draw lines on charts.
bitcoin:native is going up forever. There’s only one @Strategy. Buy and hodl.
Chaitanya Jain retweeted
Our goal is to grow Bitcoin per share. Here’s how Strategy puts Digital Capital, Digital Credit, and Digital Equity to work. $MSTR
Chaitanya Jain retweeted
A new BTC demand driver is emerging.
Our latest research piece from analyst Zack Wainwright examines the rise of perpetual preferred stocks -- another transparent demand driver we can observe for BTC.
He puts their growth in the context of Bitcoin ETPs, examines why they may appeal in a world of expanding fiat and debt, and closes with a comparison to the Pyramids of Giza to illustrate the market's potential scale.
fidelitydigitalassets.com/re…
Chaitanya Jain retweeted
Saturn will host Chaitanya Jain (CJ) @CJ_Bitcoin, Head of Bitcoin Product & Investor Relations at @Strategy, for a podcast on Friday, October 23.
Submit questions for CJ in the replies before Friday.
Details below.
Chaitanya Jain retweeted
The Fundamental Bull Case for Bitcoin Explained in 29 Minutes
Timestamps:
00:00 The fundamental bull case for Bitcoin
00:41 Why saving pushes us into investing
01:39 Barter and the emergence of money
04:24 The 5 properties of good money
05:43 Rai stones and glass beads
07:03 Rome: silver content falls from 94.5% to 5%
07:29 Gold’s 5,000-year monetary history
08:15 How credit becomes money
09:18 2% inflation vs. 6.7% money supply growth
10:43 Who gets the new money first?
11:38 Government debt and the interest-rate trap
13:13 Stocks, real estate, and the scarcity problem
15:35 Homes, gold, and stocks priced in Bitcoin
16:00 Bitcoin’s 21 million supply limit
16:41 Supply growth: dollars vs. gold vs. Bitcoin
17:08 Why more mining can’t increase issuance
18:31 Copying Bitcoin’s code and its network effects
19:26 Self-custody and verifying your Bitcoin
20:18 How credit expands demand for assets
21:20 Bitcoin as 24/7 collateral
22:11 AI, abundance, and absolute scarcity
23:06 Institutional adoption is getting started
24:00 Bitcoin volatility: 170% to 44%
24:43 Digital credit: income and amplified Bitcoin
25:42 Could quantum computing threaten Bitcoin?
26:44 Could AI break Bitcoin’s cryptography?
27:22 Energy, government bans, and intrinsic value
27:53 Bitcoin’s potential share of global wealth
Watch the full conversation with @RobinSeyr: xitter.cf/CJ_Bitcoin/status/2111…
My podcast conversation with @RobinSeyr. We discuss @Strategy's products, policies, objectives, valuation, and vision. $MSTR $STRC
00:00 The Path to the Biggest Company on Earth
13:02 From Convertible Debt to a $300 Trillion Market
20:02 Why Bitcoin Per Share Is the Key Metric
29:24 Buying Bitcoin Through a Bear Market
35:53 Can a 12% Yield Last
45:07 Daily Dividends and the Shareholder Vote
57:10 Buybacks and the $100 Target
1:09:51 Cash Reserve, Credit Rating and MSCI
Chaitanya Jain retweeted
Bitcoin for Corporations is back for its 7th annual event.
Join us March 31 – April 1, 2027, in Orlando, FL, as corporate leaders, investors, and innovators come together to explore the future of the Digital Economy.
Register now: strategy.com/world27/bitcoin…
Why is $STRC trading just under $100?
Funds and arbitrageurs that bought in the $75-$90 range for the trip back to par are now selling to income investors. That rotation has naturally taken time.
Watch the full conversation with @chasepalmieri xitter.cf/CJ_Bitcoin/status/2109…
My podcast conversation with @chasepalmieri. We discuss all the tough questions posed by $MSTR and $STRC shareholders, including competition, returns, innovation, and @Strategy's vision.
00:00 Introduction to Strategy and CJ's Role
01:07 Proposal for Daily Dividends and Market Innovation
04:59 Upcoming Shareholder Vote and Future Plans for Daily Dividends
06:05 Balancing Bitcoin Per Share and Total Return Objectives
09:28 Strategy's Approach to Dividend Rates and Market Demand
11:58 Managing USD Reserves and Market Shocks
15:10 Leverage, Liquidations, and Market Risks
18:46 Market Recovery and the Role of Buybacks
21:47 SATA vs. STRC and Market Dynamics
23:47 Investor Perspectives on Digital Credit Instruments
25:39 Strategy's Ecosystem and Future Growth
30:43 BTC Ratings, Coverage Ratios, and Market Perception
34:05 Collaborative vs. Competitive Digital Credit Ecosystem
38:30 Strategy's Innovation and Future Product Development
43:33 Communication Strategies and Shareholder Engagement
46:22 Potential for a Strategy Podcast and Transparency
48:14 Institutional and Retail Communication Efforts
50:13 Risks of Media and Market Discourse
52:17 Preparing for Bull and Bear Markets
54:18 USD Reserves and Yield on Cash Holdings
55:27 Long-Term Growth and Cash Flow Needs
58:08 Strategy as the JPMorgan of Bitcoin
59:27 Future of Bitcoin as Collateral and Lending
1:00:23 Leadership and Succession Planning
1:04:04 CJ's Vision for Strategy and Market Leadership
1:05:54 Where to Follow Strategy and CJ on Social Media
Watch the full clip with @RobinSeyr. xitter.cf/CJ_Bitcoin/status/2111…
My podcast conversation with @RobinSeyr. We discuss @Strategy's products, policies, objectives, valuation, and vision. $MSTR $STRC
00:00 The Path to the Biggest Company on Earth
13:02 From Convertible Debt to a $300 Trillion Market
20:02 Why Bitcoin Per Share Is the Key Metric
29:24 Buying Bitcoin Through a Bear Market
35:53 Can a 12% Yield Last
45:07 Daily Dividends and the Shareholder Vote
57:10 Buybacks and the $100 Target
1:09:51 Cash Reserve, Credit Rating and MSCI
Chaitanya Jain retweeted
Excited for this fireside chat with @phongle on the rise of Bitcoin and Digital Credit. What happens when Bitcoin becomes the foundation for a new generation of financial products? Join us on the Main Stage Tues 10/20 at 1:55pm PT to find out! #Money2020USA 2026! @Strategy @BellementisPLLC #SophieLex Get your pass here: lnkd.in/eJWK9ay6
My podcast conversation with @RobinSeyr. We discuss @Strategy's products, policies, objectives, valuation, and vision. $MSTR $STRC
00:00 The Path to the Biggest Company on Earth
13:02 From Convertible Debt to a $300 Trillion Market
20:02 Why Bitcoin Per Share Is the Key Metric
29:24 Buying Bitcoin Through a Bear Market
35:53 Can a 12% Yield Last
45:07 Daily Dividends and the Shareholder Vote
57:10 Buybacks and the $100 Target
1:09:51 Cash Reserve, Credit Rating and MSCI
Watch the full conversation with @RobinSeyr or YouTube:
youtube.com/watch?v=XVLMqd0z…
Chaitanya Jain retweeted
Why Strategy Will Become The Biggest Company On Planet Earth
-> MSTR Path to $5T
-> From Convertible Debt to Digital Credit
-> All Questions Around STRC
What a DEEP DIVE with @CJ_Bitcoin
Why didn't we just raise the $STRC dividend above 12%?
Past a certain point, a higher rate stops adding demand. It can look like distress and push buyers away from the whole complex. So we leaned on other tools.
Chaitanya Jain retweeted
I just had the BEST Podcast recording about the Vision for MSTR & STRC ever.
It was supposed to be released in 2 weeks, but it was so freaking good that I have to Post it ASAP. It will be Published in less than 21 hours.
Stay Tuned for @CJ_Bitcoin
