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Bitcoin Coverage Ratio Calculator

“The measure of forward solvency is the Bitcoin Coverage Ratio (BCR): BTC reserve value over annual dividend obligation, in years of forward coverage.” Compute it for STRC, SATA, or your own inputs, against the drawdown benchmarks from the paper that defined it.

The BTC price moves live; reserve sizes and dividend obligations come from SEC filings and issuer disclosures and change with filings, not continuously. Each figure on this page carries its own as-of date so you can always tell which parts are current.

Metric defined in the Fairbanks paper (Jackson Fairbanks, Strive, Inc., 2026) Explore the 3D coverage surface →

Data as of Aug 14, 2026 · Source: SEC filings, issuer disclosures, exchange data

Inputs
840,447 BTC held by Strategy as of Aug 9, 2026, per SEC filings.
Aug 13, 2026 close, per exchange data; the live feed connects when JavaScript runs. Editable — all figures recompute.
$1.74B — Strategy's reported annual dividend obligation across all five preferred series (STRF, STRC, STRE, STRK, STRD), as of Aug 10, 2026, per issuer disclosures. Every series draws on the same reserve, so the calculator uses the issuer-level total, not STRC's dividend alone.
Stated rates on STRC and SATA are variable — declared by each issuer's board (STRC 12.00% since Jul 1, 2026; SATA 13.00% since Apr 15, 2026) and may move in either direction. The obligation figures reflect currently declared rates.
Bitcoin Coverage Ratio
30.71x
years of forward coverage at the inputs shown
Denominator: Strategy's total annual dividend obligation across all five preferred series — STRF, STRC, STRE, STRK, STRD — not STRC's dividend alone. Every series draws on the same reserve, so an STRC-only denominator would overstate coverage.
$53.30B reserve value (840,447 BTC × $63,418.00) ÷ $1.74B annual dividend obligation
Reserve value at this price
$53.30B

Against the Observed Drawdowns

The paper backtests a stripped pure-play structure — no cash, no capital-markets access, dividends funded entirely from BTC sales — against four observed Bitcoin drawdowns, and reports the starting BCR each regime required. The markers below are those published values; the comparison is arithmetic, nothing more.

At these inputs the computed BCR of 30.71x is at or above the required starting BCR of all four backtested regimes, including the highest, 11.0x (Mt. Gox 2014).

Regime Context Depth Peak to recovery Required starting BCR Inputs above vs. required
April 2013 7-day 70% flash crash, double bottom 71.0% 210 days 4.0x ▲ At or above
Fed Tightening 2022 Rate hikes, Terra/Luna, FTX 76.7% 847 days 7.6x ▲ At or above
ICO Unwind 2018 Regulatory pressure 83.4% 1,080 days 10.5x ▲ At or above
Mt. Gox 2014 Exchange collapse, early ecosystem 84.9% 1,182 days 11.0x ▲ At or above

Depth, duration, and required starting BCR are published values from the paper's backtest (Bitstamp daily close, per the paper). “Inputs above vs. required” is a mechanical comparison of the computed BCR against each published value — it is not a rating, a recommendation, or a forecast, and past drawdowns do not bound future ones. The paper calls these required starting BCRs stripped-model upper bounds: a real issuer with the optionality the model denies would clear the same regimes at lower coverage.

True North contributors include professionals affiliated with Strive, Inc. (Nasdaq: ASST), a Bitcoin treasury company and issuer of SATA preferred stock. True North maintains editorial independence. All analysis reflects True North's views, not those of any affiliated entity. Coverage of all digital credit instruments follows the same analytical methodology regardless of issuer. This is not financial advice.

Disclaimer: The Bitcoin Coverage Ratio shown here is a mechanical calculation — BTC reserve value divided by annual dividend obligation — applied to the inputs displayed, per the definition in the Fairbanks paper. It is True North's rendering of that model, not a rating agency assessment, a solvency opinion, or a forecast. Benchmark comparisons are arithmetic against the paper's published required starting BCRs and are not investment recommendations. Dividends on the instruments referenced are paid when, as, and if declared by each issuer's board of directors; they are discretionary. The instruments tracked here provide only a preferred claim on the residual assets of the issuing company and are not collateralized by Bitcoin holdings. This tool is for informational and educational purposes only. It does not constitute investment advice, a recommendation, or a solicitation to buy or sell any security. Always verify data from primary sources before making investment decisions.

What Is the Bitcoin Coverage Ratio?

The Bitcoin Coverage Ratio (BCR) is a forward-coverage statistic for perpetual preferred equity issued by a Bitcoin treasury company: the value of the issuer's BTC reserve divided by its annual preferred dividend obligation, read in years. It was introduced by Jackson Fairbanks in Perpetual Preferred Equity Against Bitcoin: Required Coverage Across Observed Drawdowns (2026), which backtests the ratio against four observed Bitcoin drawdowns. The BCR definition page carries the verbatim definition and abstract, and the interactive coverage surface maps required starting BCR across drawdown depth and duration.

BCR collapses the preferred-to-reserve ratio and the dividend rate into a single number. That makes it easy to compute from public figures — which is what this calculator does, using the same instrument truth layer that powers the Digital Credit Dashboard.

How to Use the Calculator

  1. Pick a preset — STRC (Strategy) or SATA (Strive) — or type your own figures
  2. Check the BTC price indicator: green means live exchange data; gray means a dated snapshot
  3. Adjust any input; the ratio, reserve value, and benchmark comparison recompute immediately
  4. Read the computed BCR against the four required-starting-BCR markers from the paper

Editing an input away from a preset switches the page to “Custom inputs” and drops that figure's provenance label — as-of dates on this page only ever describe the filed figures, never your edits.

Methodology

Formula: BCR = BTC reserve value ÷ annual dividend obligation, where reserve value is the BTC count times the BTC price shown. The result is denominated in years of forward coverage. Primary failure in the paper's model occurs below 1.0x. No smoothing, no interpolation, no adjustments.

Data sources: BTC reserve counts and annual dividend obligations come from SEC filings and issuer disclosures and update when new filings are ingested; the BTC price comes from exchange data via a live feed with a dated daily-close snapshot as fallback. Every figure carries its own as-of date. A failed or stale feed is shown as such — this page never renders a fabricated or silently stale number.

Denominator: the Strategy preset uses the issuer's reported total annual dividend obligation across all five preferred series, because every series' dividends draw on the same reserve. Strive's only preferred series is SATA. Preset figures currently loaded:

Preset BTC reserve As of Annual dividend obligation As of
STRC · Strategy 840,447 BTC Aug 9, 2026 $1.74B Aug 10, 2026
SATA · Strive 20,167 BTC Aug 10, 2026 $55.6M March 9, 2026

What it does NOT model: cash reserves, capital-markets access, debt and interest obligations, convertible structures, taxes, issuer discretion over declarations, or future rate changes — the obligation input assumes currently declared rates continue. The paper's benchmarks come from a deliberately stripped model and are upper bounds within the observed depth-duration space; they are not predictions about future drawdowns.

Benchmark provenance: the four required starting BCRs (4.0x, 7.6x, 10.5x, 11.0x) and each regime's depth and peak-to-recovery duration are published values from the paper's Table 1 and Section 6, reproduced as constants. They change only if the paper is revised.

Frequently Asked Questions

What is the Bitcoin Coverage Ratio (BCR)?
As defined in Jackson Fairbanks's paper: “The measure of forward solvency is the Bitcoin Coverage Ratio (BCR): BTC reserve value over annual dividend obligation, in years of forward coverage.” A BCR of 10x means the reserve, at the current BTC price, is worth ten years of the current annual dividend obligation. Primary failure in the paper's model occurs at BCR below 1x, where the reserve cannot cover one forward year of obligation.
What do the benchmark lines mean?
The paper backtests a stripped pure-play model — no cash, no capital-markets access, dividends funded entirely from BTC sales — against four observed Bitcoin drawdowns and reports the required starting BCR that cleared each one: April 2013 at 4.0x, Fed Tightening 2022 at 7.6x, ICO Unwind 2018 at 10.5x, and Mt. Gox 2014 at 11.0x. These are stripped-model upper bounds, not safety thresholds: a real issuer with the optionality the model denies would clear the same regimes at lower coverage, and past drawdowns do not bound future ones.
Where do the prefilled numbers come from?
BTC reserve sizes and annual dividend obligations come from SEC filings and issuer disclosures; they change with filings, not continuously, and each carries its own as-of date on the page. The BTC price comes from a live exchange-data feed with its freshness state shown next to the input; when the live feed is unavailable, the page shows a dated snapshot price instead and says so.
Why does the Strategy preset use all five preferred series?
Strategy has five outstanding preferred series (STRF, STRC, STRE, STRK, STRD), and dividends on every one of them are paid by the same issuer holding the same Bitcoin reserve. Computing coverage against STRC's dividend alone would overstate the reserve's forward coverage, so the preset uses Strategy's reported total annual dividend obligation. Strive's only preferred series is SATA, so its issuer-level figure and instrument-level figure are the same.
Does a high BCR mean an instrument is safe?
No. The output is arithmetic on the inputs shown — it is not a solvency opinion, a credit rating, or a forecast. The model behind the benchmarks excludes cash reserves, capital-markets access, debt, and issuer discretion, and the obligation input assumes currently declared rates continue. Dividends on these instruments are paid when, as, and if declared by each issuer's board, and preferred stock is a claim on the issuer's residual assets, not a secured interest in specific Bitcoin holdings.
How current is the data?
The BTC price refreshes about every 30 seconds while the page is open and the live feed is healthy; its indicator drops to a dated snapshot state whenever the feed is stale or unreachable. Filing-derived figures update when new filings and disclosures are ingested by the site's data pipeline — typically days to months apart — and always display their as-of dates.

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True North is for informational and educational purposes only. Nothing presented should be considered investment advice or an offer of any security or investment product. Consult your own investment and tax advisors. Full disclaimer.

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