Treasuries & Companies Confirmed First seen 2026-10-26 12:51 UTC

Strategy cites 3.4-year USD duration and 54 bps BTC credit for STRC

Strategy posted credit metrics stating that USD duration is 3.4 years and STRC's BTC credit is 54 bps, assuming 10% BTC ARR, 40% BTC volatility and a BTC price of $81,200. Michael Saylor posted the same figures.

Why “Confirmed”

Published by a primary source: Strategy

1 independent source group across 2 posts · evidence score 90/100. How labels work

Market around the story

Asset	Price at first report	6h before	1h before	1h after	6h after	1h move vs normal	24h volume vs median
BTC	$80,312	+0.17%	+0.04%	−0.10%	−0.10%	0.3σ	1.0×

Returns are measured from the moment the story first appeared. “vs normal” compares the move with the asset's typical hourly move over the previous 30 days.

What the sources claim

Strategy reports USD duration of 3.4 years and STRC BTC credit of 54 bps under stated BTC assumptions. BTC

“USD Duration is 3.4 yrs and STRC's BTC Credit is 54 bps”
Strategy
The credit metrics assume 10% BTC ARR, 40% BTC volatility and a BTC price of $81,200. BTC

“assuming 10% BTC ARR, 40% BTC Vol, and a BTC price of $81,200”
Strategy
Michael Saylor posted the same USD duration and STRC BTC credit figures. BTC

“USD Duration is 3.4 yrs and STRC's BTC Credit is 54 bps”
Michael Saylor

Sources

Strategy primary 2026-10-26 12:51 UTC
USD Duration is 3.4 yrs and STRC's BTC Credit is 54 bps assuming 10% BTC ARR, 40% BTC Vol, and a BTC price of $81,200. Learn more about Strategy's credit metrics: https://strategy.com/credit → strategy.com
Michael Saylor primary 2026-10-26 12:51 UTC
USD Duration is 3.4 yrs and STRC's BTC Credit is 54 bps assuming 10% BTC ARR, 40% BTC Vol, and a BTC price of $81,200. Learn more about Strategy's credit metrics: https://strategy.com/credit → strategy.com

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Summary and claims extracted by AI with prompt analyze-story@5 on 2026-10-27 00:00 UTC. Labels are computed from the sources, not by the model.