According to @JasonSoraVC, YZiLabs partnered to lead USDat21 (Saturn), the first company building on STRC, to extend Strategy’s foundation and capture digital credit yield opportunities. Source: @JasonSoraVC (X, Jan 15, 2026). Saturn announced it raised $800K from YZiLabs, Sora Ventures, and prominent crypto angels to build USDat, a BTC-backed stablecoin targeting 11%+ yield. Source: @usdat21 (X, Jan 15, 2026). The team states yields are generated through Strategy’s STRC and aim to unlock global on-chain access to digital credit. Source: @usdat21 (X, Jan 15, 2026). The author added he expects more companies to innovate on STRC and regional BTCTCs. Source: @JasonSoraVC (X, Jan 15, 2026).

According to @saylor, Bitcoin’s real 2025 progress is visible in institutions, credit markets, accounting rules, and bank adoption rather than short-term price action. Source: Michael Saylor on X, Jan 12, 2026 https://x.com/saylor/status/2010809374424645842 According to @saylor, the discussion with Danny Knowles examined Bitcoin treasury companies, mNAV, and corporate adoption, with @saylor rejecting conventional criticisms and emphasizing optionality, operating leverage, and risk versus ETFs. Source: Michael Saylor on X, Jan 12, 2026 https://x.com/saylor/status/2010809374424645842 According to @saylor, Bitcoin is evolving as digital capital supporting digital credit, and credit—not price—drives power, underscoring a market focus on credit dynamics over short-term price narratives. Source: Michael Saylor on X, Jan 12, 2026 https://x.com/saylor/status/2010809374424645842 According to @saylor, trading-relevant chapters include whether the four-year cycle is fading, the ESG collapse with AI reshaping the energy debate, the number of treasury companies, the optionality of operating companies versus ETFs, mNAV gravity to 1, digital credit as a core business model, holding USD reserves, and the roles of capital investors versus credit investors. Source: Michael Saylor on X, Jan 12, 2026 https://x.com/saylor/status/2010809374424645842 According to @saylor, focus and endurance matter more than narratives, reinforcing attention to institutional adoption, bank integration, accounting treatment, and corporate treasury execution for assessing BTC market structure. Source: Michael Saylor on X, Jan 12, 2026 https://x.com/saylor/status/2010809374424645842

According to @saylor, restricting passive index investment in BTC would mirror restricting capital into oil and oil rigs in the 1900s, spectrum and cell towers in the 1980s, or compute and data centers in the 2000s, underscoring Bitcoin’s role as critical digital infrastructure for long-horizon capital allocation (Source: @saylor on X, Dec 11, 2025). He frames the debate as part of broader “digital credit” considerations and argues against any limitations on passive index exposure to BTC, positioning the asset alongside foundational industries historically financed by index-linked capital (Source: @saylor on X, Dec 11, 2025). For traders, his stance signals continued advocacy for open passive-access pathways to BTC, a narrative that ties directly to index-tracking capital behavior and institutional participation in Bitcoin markets (Source: @saylor on X, Dec 11, 2025).

According to @saylor, MicroStrategy will host an earnings call covering Strategy, Bitcoin, and Digital Credit, followed by a live Q&A. Source: https://twitter.com/saylor/status/1984000732782326026 He characterized it as the most important earnings call in the history of MSTR. Source: https://twitter.com/saylor/status/1984000732782326026 The broadcast link is available on X for direct access. Source: https://x.com/i/broadcasts/1DXxyWolMRkGM MicroStrategy publicly outlines its Bitcoin acquisition strategy and disclosures for investors, making earnings materials relevant to both MSTR and BTC market participants. Source: https://www.microstrategy.com/en/bitcoin MicroStrategy’s investor relations hub provides official earnings and event information for traders preparing for the call. Source: https://www.microstrategy.com/en/investor-relations

According to @saylor, digital credit instruments $STRK, $STRF, $STRD, and $STRC are 2-4x more efficient than traditional credit, as shared from his Money20/20 discussion with @ScottMelker. Source: @saylor on X, Oct 28, 2025. He states that Strategy has become the world’s most scalable, tax-efficient generator of fixed income. Source: @saylor on X, Oct 28, 2025. These remarks were delivered during a Money20/20 session with @ScottMelker, emphasizing efficiency and tax advantages as key differentiators for these digital credit products. Source: @saylor on X, Oct 28, 2025.

According to @saylor, Bitcoin’s engineered monetary architecture is reshaping corporate finance, investment strategy, and national policy by serving as sound money for the digital era, impacting how capital is allocated and stored on balance sheets, source: @saylor on X, Oct 18, 2025. He outlines a progression from digital gold to an overcollateralized digital credit system with BTC as the base layer, arguing this structure could supplant sovereign debt and open new, collateral-driven yield markets, source: @saylor on X, Oct 18, 2025. Saylor details a Bitcoin “refinery model” that refines BTC into yield-bearing instruments and converts USD yield into BTC-denominated yield, positioning BTC as core collateral for credit markets and enhancing capital efficiency, source: @saylor on X, Oct 18, 2025. He asserts that 99% of companies are locked out of capital markets today and proposes Bitcoin-backed balance sheets as a scalable blueprint for broader access to financing and cheaper capital, source: @saylor on X, Oct 18, 2025. Saylor contends that rebuilding legacy finance on Bitcoin infrastructure will drive governments, banks, and investors to adopt BTC as foundational collateral, with material implications for BTC liquidity, credit spreads, and yield curves across crypto markets, source: @saylor on X, Oct 18, 2025. The interview was recorded with @1MarkMoss on Sep 30, 2025 and predates the start of trading for STRC, STRK, STRD, and STRF on Robinhood, clarifying timing for traders tracking related market catalysts, source: @saylor on X, Oct 18, 2025.

According to the source, Michael Saylor stated that Bitcoin offers the world’s best collateral and that issuing digital credit against BTC would yield the world’s best credit, source: public social media post dated Sep 21, 2025. The comment centers on the Bitcoin-as-collateral and digital credit theme relevant to BTC treasury strategies and crypto lending markets, source: public social media post dated Sep 21, 2025.

According to @saylor on BloombergTV, Bitcoin Treasury Companies are surging, which he emphasized as part of growing corporate engagement with BTC (source: @saylor on BloombergTV). According to @saylor on BloombergTV, he highlighted the power of Digital Credit instruments including $STRK, $STRF, $STRD, and $STRC (source: @saylor on BloombergTV). According to @saylor on BloombergTV, he argued that Digital Gold, referring to BTC, outshines gold (source: @saylor on BloombergTV). According to @saylor on BloombergTV, he framed these developments as constructive for the BTC market and the broader Bitcoin financing stack (source: @saylor on BloombergTV).