Strategy’s STRC gives hedge funds a new reason to short MSTR
A possible interplay of Strategy STRC issuances is creating an uptick in short-selling demand for MSTR.
Results for Crypto, MSTR
119 stories, newest first
Buying the dip? Strategy prefers the top of the range
Strategy founder Michael Saylor keeps announcing relatively expensive BTC buys near the top of each week’s trading range.
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.
STRC could be funding more Strategy bitcoin buys than ever
Real-time estimates of Strategy STRC-funded BTC buys indicate that this week might be its biggest capital raise ever.
— Michael Saylor, MicroStrategy
Michael Saylor went from ‘sell a kidney’ to $20 billion loss at Strategy
When BTC was above $84K, Strategy founder Michael Saylor said, “sell a kidney if you must, but keep the BTC.” Yesterday, BTC hit $63K.
— Michael Saylor, MicroStrategy
$63K to $20K: The price range that decides MSTR’s fate
Strategy might be able to survive until BTC hits $8,000, but common shareholders will lose hope in treasury coverage in the $20,000s.
— 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.
— 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
100% of Strategy’s convertible debt is now out-of-the-money
Strategy’s corporate debt recently hit a bearish milestone after MSTR dipped below the final, lowest convertibility price of $149.77.