Join Our MSTR Q4 Earnings Breakdown: LIVE at 3:30 PM ET

BitcoinTreasuries.net, the leading destination for real-time corporate Bitcoin holdings and adoption data, is hosting a livestream ahead of Strategy's Q4 2025 earnings call, starting at 3:30 PM ET.

Viewers will get expert analysis on Strategy's Bitcoin treasury performance, capital markets strategy, and the broader implications for Bitcoin treasury investors navigating today's volatile market.

Bitcoin Treasuries Head of Video Tyler Rowe will be joined by Soleil from True North — widely recognized as a MSTR options guru — and Yves-Andre Graf from the One Chair Podcast to break down what investors need to know before numbers drop.

By connecting real-time expert commentary to BitcoinTreasuries.net's data tools, the livestream closes the gap between monitoring Strategy's Bitcoin accumulation and understanding what it means for your portfolio.

Track Strategy's 713,502 BTC live on BitcoinTreasuries.net

What the livestream will cover

• Q4 2024 Performance Analysis – Strategy holds 713,502 Bitcoin at an average price of $76,052. With Bitcoin trading near breakeven after last week's selloff, viewers will see projected Q4 results including the company's first EPS loss since Q1 2025 under fair value accounting.
  

• Capital Markets Strategy Deep-Dive – Strategy raised STRC dividends to 11.25% for February 2026. The panel will examine whether digital credit instruments can continue attracting capital with Bitcoin at breakeven, MSTR amplification near 30%, and mNAV under pressure.
  

• Live Options Market Analysis with Soleil – With MSTR shares hitting multi-year lows below $130, Soleil walks through current positioning, IV levels, and what options flows reveal about trader sentiment heading into earnings.

"This earnings call represents a critical inflection point for the entire Bitcoin treasury sector," said Soleil from True North. "With Bitcoin at Strategy's cost basis and digital credit instruments under scrutiny, the options market is pricing in significant volatility. We'll break down exactly what traders are seeing."

Join us live today at 3:30 PM ET.

You can subscribe to the new Bitcoin Treasuries podcast feed today. Future episodes under the BitcoinTreasuries.net banner will appear here as they roll out:

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Stay Orange,

The BitcoinTreasuries.net Team

Special thanks to our partners:

• AnchorWatch. AnchorWatch makes Bitcoin ownership safer and easier by combining advanced custody expertise with industry-grade insurance. As a Lloyd’s of London Coverholder, it writes specialized policies that address digital-asset risks, giving clients trusted coverage and peace of mind. Learn more: AnchorWatch

• Arch Lending. Get instant, secure loans backed by your Bitcoin, Ethereum, or Solana—no need to sell your assets. Arch Lending offers fast approvals and trusted custody for both individuals and institutions. Learn more: Arch Lending

• Cadena Bitcoin. A p2p bitcoin lending marketplace with a unique emphasis on working with treasury firms and businesses, as well as the savvy bitcoin-native investors who visit our website. Learn more: Cadena Bitcoin

• Coinkite. Coinkite is a leader in security and hardware manufacturer and the maker of some of the most iconic Bitcoin products, such as OPENDIME, COLDCARD, BLOCKCLOCK, SATSCARD, TAPSIGNER and SATSCHIP. Learn more: Coinkite

• Cryptio. Cryptio is an enterprise-grade accounting software platform built specifically for digital assets and cryptocurrencies. It enables businesses to transform blockchain transaction data from multiple exchanges and custodians into auditable financial records, supporting compliance with GAAP and IFRS standards. Learn more: Cryptio

• The Hemisphere Foundation. Hemisphere develops open-source solutions designed to help treasury teams securely manage, deploy, and optimize their BTC holdings, with benefits of self-custody and Bitcoin native deployment. Learn more: The Hemisphere Foundation

• Orange Wheel Advisors. Orange Wheel Advisors is a strategic consulting firm that helps companies navigate Bitcoin’s impact on corporate finance and competitive strategy. With expertise spanning treasury management, payments, capital structure, mining, and investor communications, they provide executive education, tailored strategies, and execution support to guide businesses through the global monetary transition. Learn more: Orange Wheel Advisors

• o21 Solutions. o21 develops and implements Bitcoin-powered corporate strategy, transforming value chains with strategic expertise and tailored advisory services, with a focus on both Treasury and Operations - balance sheet accumulation, mining, and payments. Reduce cycle time through the corporate Bitcoin adoption journey through our pre-packaged or tailored engagements. Learn more: o21 Solutions

• Psalion. Psalion is a Bitcoin and digital-asset yield manager that offers institutional‑style investment strategies to professional investors, family offices, corporates, and private clients via separately managed accounts and yield funds. Learn more: Psalion

• Secure Digital Markets (SDM) provides unparalleled liquidity, execution speed, and bespoke customer service, making it the top choice for institutional investors seeking reliable digital asset trading solutions. With deep expertise in capital markets and strict regulatory standards, SDM stands out as the premier platform for all digital asset treasury teams looking to optimize their trading and treasury operations. Learn more: Secure Digital Markets (SDM)

• Stacking Sats Inc. Official IT partner at BitcoinTreasuries, Stacking Sats Inc via its subsidiary, Framework IT, is a managed IT services firm with a 17-year track record of providing best-in-class IT support, strategy, and cybersecurity, boasting high recurring revenue and long-term client contracts. It’s also one of the top 20 holders of Bitcoin among global private companies. Learn more: Stacking Sats Inc

• XCE. An executive recruitment group that combines a profitable recruitment business with a Bitcoin treasury strategy. The company turns over a decade of executive recruitment experience and four years of Bitcoin accumulation into a public Bitcoin‑powered growth engine, using a proven operating business to drive Bitcoin treasury accumulation. Learn more: XCE

• Zaprite. Zaprite is a non-custodial payment platform that allows individuals and businesses to seamlessly accept both bitcoin (on-chain and lightning) and fiat payments in a unified, customizable checkout experience. Users can easily issue invoices, generate payment links, and connect multiple wallets or custodial accounts, all while handling their own funds directly. Learn more: Zaprite

Over To You: What Do You Track?

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