u/JuxtaposeLife

Respect to Jeff and Coffee for having this "debate..."

Just pushed an update to a STRC tracking dashboard I'm working on that I thought the community might benefit from: The Market Impact Engine. 📊

Although Strategy buys OTC, the required on-chain settlement (for regulator, audit and security purposes) of those moving coins is having a measurable impact on liquid supply and BTC price discovery. It's showing up in the raw data (I compute analytics on every UTXO that hits bitcoin and push metrics from that data to my web server), so I'm building a chart to explore STRC specifically.

I backfilled ~75 days of STRC volume data to visualize the exact relationship between STRC raises, BTC volume and $BTC price action. Every dot is a trading day (X: STRC Vol, Y: BTC Price Change). This data updates live from my node.

You can toggle between "US Market Hours" and "24H Global UTC" to see exactly how market buying pressure settles across the global day. 🌍

The interactive HUD calculates three things dynamically:

1. Base Market Win Rate

2. STRC Active Days Win Rate

3. Volume-Weighted Win Rate

(The Alpha: weighted by how large the raises actually were).

Combined, it provides a real-time view of supply impact from Strategy buying BTC through STRC. It’s interactive, so you can set your own dates and test the data yourself.

Feedback appreciated. Updated views and mroe metrics specific to Strategy/STRC coming soon.

Check it out: www.over21million.com/strategy