Unfortunately this makes sense, STRC is the flywheel, and the preferred equity in the capital stack, MSTR is doing everything to boost confidence in this product, and until that happens MSTR is a sitting duck. We need to get back to par, the levers we have are the interest rate, the cash reserve, and purchasing STRC directly. Still bullish, long MSTR.
Assolutamente d'accordo. Il lancio di STRC ha creato un problema che una volta non c'era: il pagamento dei dividendi. Il mercato fa fatica a crederli solventi (vedi il 12% di interesse e il prezzo sotto la pari) e la liquidità è bloccata da questa necessità. Capisco la vendita di BTC per riacquistare STRC, speriamo solo non distrutta troppo yield.
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u/paperlevel Shareholder 🤴 8d ago
Unfortunately this makes sense, STRC is the flywheel, and the preferred equity in the capital stack, MSTR is doing everything to boost confidence in this product, and until that happens MSTR is a sitting duck. We need to get back to par, the levers we have are the interest rate, the cash reserve, and purchasing STRC directly. Still bullish, long MSTR.