Every Zipp story tagged #STRC, newest first.
Strategy is now deploying common equity and Bitcoin to defend a preferred stock that institutions helped finance, while MSCI's index review threatens to remove another layer of passive MSTR demand.
The $81M STRC buyback aims to push the preferred stock back toward par, while a $4B cash reserve and fresh MSTR dilution reopen a crucial funding channel.
The $4.8B cash stash and willingness to sell bitcoin mark a defensive shift for the largest corporate BTC accumulator, whose shares are down 73% year-over-year.
A BRL wrapper around Strategy's STRC preferreds is the structural read: monthly USD forwards neutralize the FX drag so Brazilian holders capture the preferred yield.
Wrapping a Nasdaq-listed preferred into a 7%/20%+ senior-junior split on Solana signals where DeFi structured yield is heading next, with TradFi income streams repackaged as on-chain collateral…
TD Cowen and Benchmark keep buy ratings on MSTR after Q2, but split on price as the $8.2B loss and a five-week BTC buying pause push STRC preferred back to par as the main goal.
An $8.2B Q2 loss, 40% Bitcoin drawdown, and forced STRC margin sales exposed how the perpetual preferred has become both the growth engine and the cheapest way to break the balance sheet.
Saylor's preferred-stock buffer now covers 2.1 years of dividends, but the BTC stack stayed flat at 843,775 coins as MSTR leans into equity issuance over spot accumulation.
The raise adds fresh buying power on top of an already-record corporate Bitcoin treasury, while a $25M STRC buyback signals management is treating the preferred as a float-management tool, not equity.
Quarter-to-date BTC Yield flipped to -2.3% as 7.5M new common shares diluted the per-share metric, though a $9.4B unrealized loss and a stretched preferred-stock dividend bill explain why cash won…
Two weeks of selling 3,588 BTC and a 20.4-month dividend reserve signal the largest corporate bitcoin holder is now in capital-preservation mode, not accumulation mode.
A June margin-call cascade on Strategy's STRC and Strive's SATA cut the leading preferred shares as much as 25% below par, yet both recovered, treasuries added BTC, and new issuers like Metaplanet…
A $1.5B debt repayment has hollowed out Strategy's reserve just as preferred dividends climb, forcing common shareholders to absorb the burden the paper was supposed to carry.
The pitch reframes MicroStrategy's dividend math as a function of Bitcoin's long-run returns, not the company's cash flow: above 3.3% annualized, the BTC capital gains cover the variable dividend in…
Saylor argues BTC appreciation above 3.3% can fund STRC dividends indefinitely, a structural claim that reframes how investors should price MicroStrategy's preferred-share dividend risk.
The headline is the $8.32B Q2 loss, but the more consequential read is that Strategy appears willing to sell into a weak tape to defend STRC's 12% dividend, removing the largest corporate bid from a…
With STRC trading at $87.79 against a $100 redemption price and $216M of BTC just sold to fund dividends, Cantor frames the preferred as the linchpin of Strategy's entire capital engine, not a side…
Strategy's perpetual preferred is paying 10% above comparable yields, and Schiff's read is that the company will have to lift the dividend or liquidate bitcoin to keep the structure funded.
Eleven of the past twelve months have been red for MSTR, with June alone down ~41%. The dilution math from STRC's debut now sits at the center of every holder's question.
A 12% monthly dividend and a path back to par are Saylor's answer to a brutal week that exposed the cost of pausing BTC buys.
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