BitcoinQuant
@bitcoinquant_
AI-enabled data intelligence platform for Bitcoin Treasury research and analysis.
Something has changed in the Bitcoin community. There’s always been 2 groups of bulls: 1. Those who subscribe to the idea that past performance is indicative of future results. 2. Deeply-researched Bitcoin maxis who understand the economic implications of Bitcoin’s unique…
Strategy is the first corporation to monetize time preference: Low-time-preference asset funded by high-time-preference yield seekers. Two timelines, perfectly matched. And it’s all powered by Bitcoin.
Discipline is the highest form of leverage and Strategy proves it every week.
Just launched: The BitcoinQuant Glossary 📖 Every metric on the data platform explained in plain English. What it means, why it matters, and how it’s calculated. → bitcoinquant.co/glossary
🚨 Just launched: Bitcoin treasury playbook company historical tracking. You can now see how every playbook company’s BTC holdings have grown over time, all in one chart. Live at BitcoinQuant.Co
Just shipped: historical Bitcoin purchase charts 📈 You can now see past purchases for for 20+ Bitcoin treasury playbook companies — with verified source links for every transaction. Live on BitcoinQuant.co ⚡️
BTC sentiment is at “Extreme fear” But what’s there to be scared of? We finally have a pro-Bitcoin administration. Institutions and corporations are bringing mainstream credibility. Currency debasement is still in full swing and it’s the end of QT. Mining hashrate near ATHs.…
In 2025, Strategy has averaged 637 BTC per day and just keeps going. This accumulation curve will be studied for decades.
Last week’s Bitcoin Treasury winners: 🥇@strive ($ASST): +20.9% 🥈@nakamoto ($NAKA): +10.7% 🥉@SemlerSci ($SMLR): +10.4% Week: 10/27/25 - 10/31/25 Mixed performance last week with a few double digit gainers. Will be interesting to see how capital moves next week.
This week’s Bitcoin Treasury winners: 🥇@MeliuzBitcoin ($CASH3): +3.4% 🥈@LQWDTech ($LQWD): +1.8% 🥉@bstrco ($CEPO): +1.2% Week: 10/6/25 - 10/10/25 A week of consolidation across the board, and a reminder that volatility cuts both ways. We’ll see how capital rotates next week.
I actually just added this to my script on price variance. $MSTR and $BTC Pearson Correlation + Near Term & Historical Detail into Price Variance = Signal.
Just launched: BTC Correlation tracking 📈 MSTR is ~79% correlated with Bitcoin, but not every treasury stock actually moves in sync with Bitcoin’s price action. Now you can see the full rankings at BitcoinQuant.Co.
90D BTC Correlation Math 👇 Formula: Pearson correlation of daily log returns over the last 90 calendar days. In plain English, it measures how closely a stock's price movements align with Bitcoin's. A value near 100% means it moves with BTC, 0% means no relationship, and…
Just launched: BTC Correlation tracking 📈 MSTR is ~79% correlated with Bitcoin, but not every treasury stock actually moves in sync with Bitcoin’s price action. Now you can see the full rankings at BitcoinQuant.Co.
Just launched: BTC Correlation tracking 📈 MSTR is ~79% correlated with Bitcoin, but not every treasury stock actually moves in sync with Bitcoin’s price action. Now you can see the full rankings at BitcoinQuant.Co.
7 Innovations of Digital Credit (Summary from @saylor on Strategy's Q3 earnings call) 1. Digital Capital -- Traditional assets (like warehouses) lose value over time; Bitcoin is digital capital that appreciates. 2. Digital Risk -- Traditional credit risk is opaque,…
One small step for Strategy, one giant leap for the Bitcoin ecosystem. Yesterday’s S&P B- rating wasn’t about risk, it was about recognition. $6.7B in Bitcoin-backed preferreds are now part of a rated capital structure. The wall between Bitcoin and trad-fi just got thinner⏳
Strategy still holds over 12x more Bitcoin than the next closest Bitcoin treasury. H/t: @bitcoinquant_
3rd Bitcoin purchase in a row without using the MSTR common stock ATM. Strategy is evolving ⚡️
Share count is a really important metric for Bitcoin Treasury companies.
mNAV transparency update 👇 You can now see each company’s basic shares outstanding on BitcoinQuant - a key input behind Enterprise Value and mNAVs calcs. Our EV methodology: (USD share price × basic shares outstanding) + debt + prefs - cash. Fully-diluted shares in the works.
mNAV transparency update 👇 You can now see each company’s basic shares outstanding on BitcoinQuant - a key input behind Enterprise Value and mNAVs calcs. Our EV methodology: (USD share price × basic shares outstanding) + debt + prefs - cash. Fully-diluted shares in the works.
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