— Michael Saylor, MicroStrategy
Michael Saylor’s Spinal Tap ad says STRC is like a bank account — it isn’t
Michael Saylor is using AI slop to liken Strategy’s STRC dividends to the interest payments of regulated money market funds.
Results for Spotlight, MSTR
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— Michael Saylor, MicroStrategy
How would Michael Saylor refinance Strategy’s $8.2B debt?
Michael Saylor has so much debt that a CNBC analyst couldn’t think of one bank that would roll Strategy‘s bonds if BTC crashed 90%.
— Michael Saylor, MicroStrategy
Strategy hasn’t sold any STRC shares despite advertising on X
Strategy has been running X ads, trying to sell preferred shares of STRC. The campaign doesn’t seem to be doing much.
— Michael Saylor, MicroStrategy
Michael Saylor missed out on a $33 billion profit at Strategy
Michael Saylor's Strategy had a golden opportunity to profit $33B just four months ago. Instead, it's lost billions.
— Michael Saylor, MicroStrategy
Bitcoin fell below Strategy average buy price overnight
The price of BTC fell below $74,600 last night which was less than Strategy’s average buy price of $76,052.
Ambitious developers are biggest risk to Bitcoin, says Michael Saylor
Michael Saylor has said that the greatest risk to Bitcoin is ambitious opportunists advocating protocol changes.
— Michael Saylor, MicroStrategy
Strategy market cap down 40% after pivot from bonds to preferreds
Strategy preferreds were supposed to fix the problems with bonds, such as principal repayment, but instead they brought a raft of new issues.
— Michael Saylor, MicroStrategy
Strategy manager wrong about BTC backing STRC
The manager mistakenly claimed that Strategy's BTC collateralizes shares of its stock, even though it doesn't.
— Michael Saylor, MicroStrategy
Michael Saylor is running out of ways to boost Strategy’s BTC per share
Strategy bought a lot of BTC last week, but shareholders still have less per share now than a couple of months ago.
— Michael Saylor, MicroStrategy
Strategy’s bitcoin premium vanishes as mNAV crashes to 1x
The colloquial metric of investor confidence in Strategy, its multiple-to-Net Asset Value or mNAV, has fallen to 1x its BTC holdings.