Just caught Saylor’s new BTC Credit model drop 👀
What caught my attention is how clearly they’ve mapped it out 10% ARR base case, spreads broken down across IG or High Yield or Distressed, and even the exact BTC floor prices where each instrument becomes undercollateralized.
Honestly, it’s wild seeing Bitcoin positioned this cleanly as the actual foundation of a credit model.
The dashboard is live if you want to dig into the numbers.
#Bitcoin #BTC #crypto #MichaelSaylor
What caught my attention is how clearly they’ve mapped it out 10% ARR base case, spreads broken down across IG or High Yield or Distressed, and even the exact BTC floor prices where each instrument becomes undercollateralized.
Honestly, it’s wild seeing Bitcoin positioned this cleanly as the actual foundation of a credit model.
The dashboard is live if you want to dig into the numbers.
#Bitcoin #BTC #crypto #MichaelSaylor