Jeff Walton, Adam Livingston, Adrian Morris, and Soleil break down the midterm results, why money printing is coming no matter who wins, and the AI capex build out, then check in on Strategy’s balance sheet with STRC back at par and Strive’s first SATS ATM issuance. From there, they unpack the ATM narrative, why index providers and rating agencies still resist Bitcoin treasury companies, Tesla’s path from a B- rating to investment grade, the next catalysts for Bitcoin, and how structured, rated digital credit could unlock traditional credit capital, before closing on what treasury companies should do with hard fork coins. $MSTR Market Snapshot As of 11/4/26:
Market Snapshot
As of 1/4/26:
- Open: $136.60 | Close: $142.54
- Volume: ~18.6M shares
- mNAV: ~1.10 | Market Cap: ~$57.4B
- BTC Holdings: 849,327