We calculated the present value of STRC — it’s bad for MSTR
We calculated the present value of STRC and compared it to various metrics that reveal the difficult math behind BTC yield.
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We calculated the present value of STRC and compared it to various metrics that reveal the difficult math behind BTC yield.
— Michael Saylor, MicroStrategy
Michael Saylor is using AI slop to liken Strategy’s STRC dividends to the interest payments of regulated money market funds.
— Michael Saylor, MicroStrategy
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 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's Strategy had a golden opportunity to profit $33B just four months ago. Instead, it's lost billions.
— Michael Saylor, MicroStrategy
The price of BTC fell below $74,600 last night which was less than Strategy’s average buy price of $76,052.
Michael Saylor has said that the greatest risk to Bitcoin is ambitious opportunists advocating protocol changes.
— Michael Saylor, MicroStrategy
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
The manager mistakenly claimed that Strategy's BTC collateralizes shares of its stock, even though it doesn't.
— Michael Saylor, MicroStrategy
Strategy bought a lot of BTC last week, but shareholders still have less per share now than a couple of months ago.