Adrian Morris
@_Adrian • 31,590 subscribers
Nerd/Techie Fighting A.I & $BTC FUD | $BTC ≠ Crypto | A.I. Super-User | Founding Member: @TNorth | Contributor: @BitcoinForCorps | Speak It Into Existence
Videos
Quick thought I have from the Strategy Earnings Call: I found it refreshing that while discussing $STRC Phong Le said: "...we found that increasing the stretch rate is not really an effective way to bring it back to par..." This is what investors do not want to accept, much of the noise around $STRC | $SATA come down to divident rate and/or the frequency. However I have an updated analysis that shows it's neither the rate nor the frequency that's driving price action on the prefs. I've shared my initial analysis below, but this is the key concept I want to draw attention to: "One of the points that I have been raising with these preferred offerings is that dividend frequency can mitigate the trading dynamics, but they do not erase the broader market $BTC transmission channel. This is not a criticism of either instrument, it is the structural reality."
Adrian Morris24,185 views • 15 days ago
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