Chaitanya Jain
@CJ_Bitcoin
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Bitcoin at @Strategy | Ex-Private Equity @Blackstone | MBA @HarvardHBS | Ex-Pres. HBS Bitcoin Club | Mechanical Engg. @iitbombay @iitb_moodi
Tysons, VA
Joined March 2015
We buy digital capital, To build a digital treasury, That issues digital credit. $MSTR
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.@grok what are the 3 biggest catalysts for $BTC price appreciation in 2026? Only include those with >67% probability.
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In the fiat standard, there is - Active vs Passive Asset Management. As we transition to a $BTC standard, there will be - Active vs Passive Liability Management.
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Understanding $MSTR right now is a portfolio necessity, not a curiosity. @CJ_Bitcoin, who helps run @Strategy’s Treasury & Bitcoin strategy, unpacks the playbook: capital stack, preferreds & dividends, worst-case scenarios, mNAV compression, entry-point math, & more. 👇🧵 1/11
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🧵 2/11 $MSTR isn’t a Bitcoin proxy. That framing misses how @Strategy actually works. @CJ_Bitcoin explains how Strategy issues securities to offer different risk-reward exposure to #Bitcoin, then captures the spread between its cost of capital and Bitcoin’s growth. More 👇🧵
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What's the second-best crypto asset?
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Bitcoin for Corporations is back. Bigger than ever before. Register now to join the orange-verse!
Strategy's 6th annual Bitcoin for Corporations takes place February 24-25 at Wynn Las Vegas. Sign up to speak to corporations, investors, exchanges, custodians, banks, service providers, technologists, analysts, and HODLers. https://t.co/cTr577Lvcj
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Strategy's 6th annual Bitcoin for Corporations takes place February 24-25 at Wynn Las Vegas. Sign up to speak to corporations, investors, exchanges, custodians, banks, service providers, technologists, analysts, and HODLers. https://t.co/cTr577Lvcj
strategy.com
Conference • February 24–25, 2026 • Las Vegas • Explore Bitcoin's potential in redefining corporate treasury strategies.
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DC stands for Digital Capital.
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During the holidays, I visited family in India and also recorded a fun podcast on $MSTR with my friend @DigvijayChand_. Check it out and give him a follow! He's on a mission to orange pill a nation with 1.5 billion people.
@Strategy's Treasury Manager @CJ_Bitcoin on @MSCI index inclusion, Strategy's Dollar Reserve, $MSTR mNAV compression, and good entry points into $Bitcoin Treasury Companies 🔥
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@Strategy's Treasury Manager @CJ_Bitcoin on @MSCI index inclusion, Strategy's Dollar Reserve, $MSTR mNAV compression, and good entry points into $Bitcoin Treasury Companies 🔥
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Leverage cuts both ways. When $BTC rips, excess performance over the cost of credit accrues to the common stock.
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Thank you to everyone who supported the views expressed in @Strategy's letter to MSCI. Neutrality in indexing matters. Let the market choose winners and losers.
MSCI confirmed Digital Asset Treasury Companies will remain in MSCI Indexes for the Feb 2026 review. A strong outcome for neutral indexing and economic reality. Thank you to our investors and the $BTC community.
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Follow the incentives. $BTC
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Buck has landed. Not a stablecoin. Not a bank. A Bitcoin Dollar that earns by the minute. 🦌🤘🔥 $STRC $MSTR
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