BitcoinQuant
@bitcoinquant_
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The Bloomberg Terminal of Bitcoin Treasuries.
Find your edge 📊🔥 →
Joined July 2025
I mean… what did people expect? You don’t just walk into the $150T fixed-income cartel and sustainably offer 8-12% yields without making some enemies. JPM is just the first domino. Those who’ve spent decades selling investors a “safe” 2–4% yield are not going to sit quietly
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🇺🇸⏳If the U.S. government accepted Bitcoin for tax payments from Jan 1, 2020 to Nov 25, 2025, and 2.0% of taxes were paid in Bitcoin, it would have an unrealized gain of $1,091,689,434,786. This is why @WarrenDavidson's Bitcoin for America Act is good for America.
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Today, alongside our endorsement of @Rep_Davidson's Bitcoin for America Act, we’re unveiling a new model estimating additional US revenue if taxes were paid in BTC. Built with @rohanhirani_ at @bitcoinquant_, it models impacts across adoption scenarios.
bitcoinquant.co
Interactive model estimating how much Bitcoin the U.S. Treasury could have accumulated if federal taxes were paid in BTC under different adoption scenarios.
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Huge day for Bitcoin 🇺🇸 The @btcpolicyorg just unveiled a new model showing how much Bitcoin the U.S. could accumulate if Americans had the option to pay taxes in BTC. The model is hosted at https://t.co/CTCkAhqJH0 — powered by daily IRS revenue receipts + real-time BTC data.
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Today’s show (11:00 AM ET): What do markets look like when Bitcoin is the unit of account? Brandon Turp, Rob Wallace, Rohan Hirani, Alexandre Laizet, and Jesse Myers break it down live.
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Someone bought 8,178 BTC this week. Not a government. Not Blackrock. A software company from Virginia that looked at the monetary system five years ago, didn’t like the odds, and bet its future on Bitcoin instead.
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For those new here, here’s why $MSTR should trade at a premium to the value of the Bitcoin it holds. If you put $100 into a Bitcoin ETF, that $100 will always represent the same amount of Bitcoin. Your value only grows if Bitcoin’s price goes up (which is great btw). If you put
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This chart of MSTRs rise will be studied by financial institutions around the world for centuries to come. Source: https://t.co/i5KLhb8Ytb
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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
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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.
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Discipline is the highest form of leverage and Strategy proves it every week.
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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. → https://t.co/pOLhx2vkmW
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🚨 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 https://t.co/aIhGju7FU8
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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 https://t.co/jp2FyFWgDn ⚡️
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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.
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In 2025, Strategy has averaged 637 BTC per day and just keeps going. This accumulation curve will be studied for decades.
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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.
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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 https://t.co/aIhGju7FU8.
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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 https://t.co/aIhGju7FU8.
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