Bitcoin yield at MSTR falls 66% YTD, Schiff flags negative risk
Peter Schiff's viral critique targets Strategy's shrinking BTC yield, but the share price rally tells a different story about how the market is reading the metric.
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Peter Schiff's viral critique targets Strategy's shrinking BTC yield, but the share price rally tells a different story about how the market is reading the metric.
Schiff's math lands: a $3.25B raise at $60K BTC means liquidating over 54,000 coins, and a falling price forces ever more BTC onto the bid to hit the dollar target.
Schiff's concession that BTC likely survives doesn't soften his core thesis: a decade-long underperformance call against gold, with ETFs framed as an exit ramp for early holders rather than fresh…