Chaitanya Jain
@_ChaitanyaJ
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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
1 month ago, I completed my MBA and transitioned into a full-time Bitcoin Strategist at @Strategy. Grateful for the journey and just getting started. 🚀
I’m happy to share that I’m starting a new position as Treasury and Investor Relations Intern at @MicroStrategy!. @shirishjajodia @saylor.
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The Bitcoin 10 will fight to be the Bitcoin 1?.
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We built a $BTC bridge. And it hasn't broken in 5 years.
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One asset. One Strategy.
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DCA’d our way to $72 billion $BTC.
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New IPO.
Strategy is offering $STRC (“Stretch”), a new Perpetual Preferred Stock via IPO, to select investors. $MSTR
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Buying the top forever.
Strategy has acquired 6,220 BTC for ~$739.8 million at ~$118,940 per bitcoin and has achieved BTC Yield of 20.8% YTD 2025. As of 7/20/2025, we hodl 607,770 $BTC acquired for ~$43.61 billion at ~$71,756 per bitcoin. $MSTR $STRK $STRF $STRD
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Orange treasury > green treasury.
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Bitcoin equity issuance is cyclical and volatile. Bitcoin credit issuance is secular and stable.
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In previous cycles, maxis only used savings, earnings, and debt to purchase more bitcoin. In this cycle, maxis will also use future expectations. Permanent equity capital. This is a profound expansion in the purchasing power of maxis.
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$MSTR is high performance, high volatility Bitcoin.
$MSTR share price has compounded at >2x per year since adopting a $BTC strategy. 🚀
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The supply shock from Bitcoin Treasury Companies converting permanent equity capital into Bitcoin is not priced in.
I track usage of words like huzz, soyboy, baddie, or mewing, not just to use in text messages with friends, but to include in this newsletter.
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Inject Bitcoin into your b/s, drive up the optionality, liquidity, and volatility, and bring your company to life.
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$MSTR Bitcoin accretion.11/20/24: $474/sh; 3.4x mNAV .07/16/25: $456/sh; 2.0x mNAV.
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A $BTC strategy can take you from $1B to $129B in 5 years.
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Our ATMs give new investors a smooth entry point, minimizing the risk of illiquid price spikes.
Our preferred equity ATMs are seeing record demand. $141M raised last week. $STRK $STRF $STRD
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$BTC could crash to $20K and $MSTR would still have sufficient collateral to cover all liabilities. Model it yourself:
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$MSTR has raised over $35 billion in the last 12 months. Bitcoin Treasury Companies are shifting the incentives in investment banking. Finance bros are becoming Bitcoiners.
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