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STRC will push Bitcoin into an Exponential - STRC trading volume decouples from MSTR, IBIT, & Bitcoin. - STRC's Shelf Registration and ATM are novel. All other variable rate prefs have been benchmarked to SOFR. Strategy's unlock was letting the market set STRC's interest rate. - SPY Risk >...

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Dan Hillery

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96,068 просмотров • 4 месяцев назад •via X (Twitter)

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Bitcoin's Bear Market is Over $STRC - The New Bitcoin Existential Risk Rate STRC/MSTR Volume - STRC's Real Growth Rate $16B-$40B of STRC Capacity with no MSTR Issuance Cost of Production Power Law supports $100B's of STRC issuance - MSTR ATM was FRONT LOADED It's now a waiting game since $STRC is selling itself.
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Bitcoin's Bear Market is Over $STRC - The New Bitcoin Existential Risk Rate STRC/MSTR Volume - STRC's Real Growth Rate $16B-$40B of STRC Capacity with no MSTR Issuance Cost of Production Power Law supports $100B's of STRC issuance - MSTR ATM was FRONT LOADED It's now a waiting game since $STRC is selling itself.

Dan Hillery

36,557 просмотров • 3 месяцев назад

STRC bi-monthly dividend & Institutional Signal - The market wants a high yield money market, something different than any equity or fixed income instrument that exists today. - This only works because Bitcoin is a closed system. - Phong Le: “We think one of the big opportunities of STRC is to borrow against it” - So long as STRC's market cap continues to grow, i.e. more buyers than sellers, there will exist an overnight arbitrage on the ex dividend date greater than the 11.5% annualized return of STRC. - This video scratches the surface of how STRC will price and what the liquidity will look like in a rising Bitcoin and STRC market cap environment.
10:59

STRC bi-monthly dividend & Institutional Signal - The market wants a high yield money market, something different than any equity or fixed income instrument that exists today. - This only works because Bitcoin is a closed system. - Phong Le: “We think one of the big opportunities of STRC is to borrow against it” - So long as STRC's market cap continues to grow, i.e. more buyers than sellers, there will exist an overnight arbitrage on the ex dividend date greater than the 11.5% annualized return of STRC. - This video scratches the surface of how STRC will price and what the liquidity will look like in a rising Bitcoin and STRC market cap environment.

Dan Hillery

35,213 просмотров • 2 месяцев назад

🔥THE GREAT STRC CRASH OF 2026 - WILL MSTR SURVIVE?!?🔥 STRC is trading with some VOLATILITY! I give my thoughts on the current state of STRC, the volatility in the Bitcoin market, and what I think Strategy could do to help rectify the situation. I also run the math so the low IQ doomer slop death spiral bears can go cower in the corner. ENJOY:
26:51

🔥THE GREAT STRC CRASH OF 2026 - WILL MSTR SURVIVE?!?🔥 STRC is trading with some VOLATILITY! I give my thoughts on the current state of STRC, the volatility in the Bitcoin market, and what I think Strategy could do to help rectify the situation. I also run the math so the low IQ doomer slop death spiral bears can go cower in the corner. ENJOY:

Adam Livingston

26,891 просмотров • 27 дней назад

🎙️ New The Edge Podcast 🟠 Michael Saylor's BTC-Backed STRC Is Coming For A $300T Market 0:00 - Intro 2:46 - CJ’s background and role 7:23 - What Strategy does with Bitcoin 10:40 - Why offer perpetual preferred equity 14:58 - Which instrument is most senior? 16:44 - How AI helped design Strategy instruments 19:18 - What is STRC? 23:23 - Where does STRC yield come from? 26:14 - ATM program explained 29:21 - How STRC enables Strategy to buy BTC 36:49 - A $300T market + impact on BTC price 41:48 - MSTR vs STRC investors 44:36 - Who is buying STRC right now? 47:04 - DeFi teams tokenizing STRC 51:41 - What are the real risks for STRC? 55:00 - Would Strategy ever sell BTC? 57:50 - Why STRC is Strategy’s "iPhone moment" 1:01:55 - Closing 🙏 Thanks to Chaitanya Jain from Strategy for joining us!
1:03:14

🎙️ New The Edge Podcast 🟠 Michael Saylor's BTC-Backed STRC Is Coming For A $300T Market 0:00 - Intro 2:46 - CJ’s background and role 7:23 - What Strategy does with Bitcoin 10:40 - Why offer perpetual preferred equity 14:58 - Which instrument is most senior? 16:44 - How AI helped design Strategy instruments 19:18 - What is STRC? 23:23 - Where does STRC yield come from? 26:14 - ATM program explained 29:21 - How STRC enables Strategy to buy BTC 36:49 - A $300T market + impact on BTC price 41:48 - MSTR vs STRC investors 44:36 - Who is buying STRC right now? 47:04 - DeFi teams tokenizing STRC 51:41 - What are the real risks for STRC? 55:00 - Would Strategy ever sell BTC? 57:50 - Why STRC is Strategy’s "iPhone moment" 1:01:55 - Closing 🙏 Thanks to Chaitanya Jain from Strategy for joining us!

DeFi Dad ⟠ defidad.eth

179,210 просмотров • 3 месяцев назад

🎙️ New The Edge Podcast 🪐 How Saturn Is Tokenizing Michael Saylor's 11.5% $STRC BTC-Backed Yield For DeFi | DeFi Frontier 0:00 - Intro 2:21 - Saturn CoFounders background 4:47 - Why build Saturn? 6:57 - Why Saylor’s excited for STRC in DeFi 10:14 - Three major DeFi use cases 14:59 - How Saturn distributes STRC yield 15:58 - Where STRC yield comes from 17:06 - 2-token design: USDat vs sUSDat 18:48 - Is USDat a stablecoin? 20:56 - How STRC vs USDat peg works 24:29 - Opportunity for STRC to grow 28:37 - STRC demand will eat into fixed income 31:50 - DeFi is starving for a yield like STRC 35:43 - Can STRC become the risk-free rate? 37:20 - 24/7 trading of STRC onchain 39:16 - Impact of perps for STRC 41:46 - How far could STRC reasonably drop 43:50 - What’s live now on Saturn? 45:23 - Closing 🙏 Thanks to Saturn Foundation CoFounders Ellis Osborn and kevin😴 for joining us!
47:03

🎙️ New The Edge Podcast 🪐 How Saturn Is Tokenizing Michael Saylor's 11.5% $STRC BTC-Backed Yield For DeFi | DeFi Frontier 0:00 - Intro 2:21 - Saturn CoFounders background 4:47 - Why build Saturn? 6:57 - Why Saylor’s excited for STRC in DeFi 10:14 - Three major DeFi use cases 14:59 - How Saturn distributes STRC yield 15:58 - Where STRC yield comes from 17:06 - 2-token design: USDat vs sUSDat 18:48 - Is USDat a stablecoin? 20:56 - How STRC vs USDat peg works 24:29 - Opportunity for STRC to grow 28:37 - STRC demand will eat into fixed income 31:50 - DeFi is starving for a yield like STRC 35:43 - Can STRC become the risk-free rate? 37:20 - 24/7 trading of STRC onchain 39:16 - Impact of perps for STRC 41:46 - How far could STRC reasonably drop 43:50 - What’s live now on Saturn? 45:23 - Closing 🙏 Thanks to Saturn Foundation CoFounders Ellis Osborn and kevin😴 for joining us!

DeFi Dad ⟠ defidad.eth

129,047 просмотров • 3 месяцев назад

Literally my whole timeline is about Michael Saylor selling 32 BTC, which leaves them with JUST 843,706. What I do find interesting is the reasoning behind selling 32 BTC. And let me tell you what I think the reason is: $MSTR is so focused on $STRC lately, and a lot of the noise comes from people thinking they won't pay their holders the dividend. Saylor posted his "Working Better" post and the next few posts were about $STRC. First about maintaining the dividend rate at 11.50%. The second post "Our goal is to make $STRC the best credit instrument in the world." Strategy isn't panic selling Bitcoin because they're about to go down. They're selling to reassure STRC holders that Strategy WILL pay you the dividend. Panic over 0.004% of holdings is peak noise. They're paying STRC holders what they promised so the capital machine keeps fueling more Bitcoin.
2:28

Literally my whole timeline is about Michael Saylor selling 32 BTC, which leaves them with JUST 843,706. What I do find interesting is the reasoning behind selling 32 BTC. And let me tell you what I think the reason is: $MSTR is so focused on $STRC lately, and a lot of the noise comes from people thinking they won't pay their holders the dividend. Saylor posted his "Working Better" post and the next few posts were about $STRC. First about maintaining the dividend rate at 11.50%. The second post "Our goal is to make $STRC the best credit instrument in the world." Strategy isn't panic selling Bitcoin because they're about to go down. They're selling to reassure STRC holders that Strategy WILL pay you the dividend. Panic over 0.004% of holdings is peak noise. They're paying STRC holders what they promised so the capital machine keeps fueling more Bitcoin.

Marc ₿

143,210 просмотров • 1 месяц назад

STRATEGY CEO EXPLAINS WHY ALL THE FUD AGAINST MSTR AND STRC IS TOTALLY OVERBLOWN WE CAN RAISE CAPITAL TO BUY MORE #BITCOIN EVEN WHEN STRC IS "BELOW PAR" "WE CAN ISSUE EQUITY TO PAY OUR DIVIDENDS AND RAISE BILLIONS A DAY" "MSTR IS THE MOST LIQUID STOCK IN THE WORLD WHEN COMPARED TO OUR MARKET CAPT" MORE MASSIVE BTC BUYS ARE COMING 🔥
1:59

STRATEGY CEO EXPLAINS WHY ALL THE FUD AGAINST MSTR AND STRC IS TOTALLY OVERBLOWN WE CAN RAISE CAPITAL TO BUY MORE #BITCOIN EVEN WHEN STRC IS "BELOW PAR" "WE CAN ISSUE EQUITY TO PAY OUR DIVIDENDS AND RAISE BILLIONS A DAY" "MSTR IS THE MOST LIQUID STOCK IN THE WORLD WHEN COMPARED TO OUR MARKET CAPT" MORE MASSIVE BTC BUYS ARE COMING 🔥

The Bitcoin Historian

77,365 просмотров • 17 дней назад

My $STRC discussion with Aldona, Alberto Mera, and David Battaglia. One of my favorite and most enjoyable podcast conversations to date. 0:01 – Introduction to the Episode 0:30 – Guest Introductions 1:04 – Overview of Bitcoin Strategy 1:31 – Designing Preferred Instruments 2:25 – Transition from Convertible Debt 3:23 – Launch and Success of STRK 4:14 – Evolution to STRC 5:02 – STRC's Unique Features 6:12 – Addressing Investor Concerns 7:33 – Innovation in Stability 8:29 – STRC's Market Position 9:46 – STRC as a Safe Haven 11:10 – Strategic Use in Portfolios 12:55 – STRC's Role in Capital Raising 14:25 – Future Growth Projections 15:44 – Risk Management and Strategy 17:14 – STRC's Potential Impact on S&P 500 18:45 – Regulatory Challenges and Opportunities 20:09 – Understanding Volatility and Sharpe Ratio 21:35 – Achieving High Sharpe Ratios 23:55 – Lessons from Financial Experiments 25:24 – Guidelines for Bitcoin Treasury Companies 27:51 – Leveraging STRC in Global Markets 30:28 – STRC as a Financial Backbone 32:32 – Expanding the Bitcoin Ecosystem 34:06 – Addressing Market Limits and Growth 36:42 – Balancing Growth and Stability 39:50 – Long-term Vision for Bitcoin 42:14 – Strategic Accumulation of Bitcoin 44:26 – Risk Management and Future Planning 46:16 – Addressing Market Manipulation Concerns 48:09 – Financialization and Market Dynamics 50:32 – Institutional Adoption and Impact 52:22 – Key Risks and Management Strategies 54:16 – Competitive Landscape and Strategic Positioning 56:33 – Leadership and Succession Planning 58:32 – Focus on Core Strengths and Opportunities 60:09 – Closing Remarks and Future Invitations
1:09:05

My $STRC discussion with Aldona, Alberto Mera, and David Battaglia. One of my favorite and most enjoyable podcast conversations to date. 0:01 – Introduction to the Episode 0:30 – Guest Introductions 1:04 – Overview of Bitcoin Strategy 1:31 – Designing Preferred Instruments 2:25 – Transition from Convertible Debt 3:23 – Launch and Success of STRK 4:14 – Evolution to STRC 5:02 – STRC's Unique Features 6:12 – Addressing Investor Concerns 7:33 – Innovation in Stability 8:29 – STRC's Market Position 9:46 – STRC as a Safe Haven 11:10 – Strategic Use in Portfolios 12:55 – STRC's Role in Capital Raising 14:25 – Future Growth Projections 15:44 – Risk Management and Strategy 17:14 – STRC's Potential Impact on S&P 500 18:45 – Regulatory Challenges and Opportunities 20:09 – Understanding Volatility and Sharpe Ratio 21:35 – Achieving High Sharpe Ratios 23:55 – Lessons from Financial Experiments 25:24 – Guidelines for Bitcoin Treasury Companies 27:51 – Leveraging STRC in Global Markets 30:28 – STRC as a Financial Backbone 32:32 – Expanding the Bitcoin Ecosystem 34:06 – Addressing Market Limits and Growth 36:42 – Balancing Growth and Stability 39:50 – Long-term Vision for Bitcoin 42:14 – Strategic Accumulation of Bitcoin 44:26 – Risk Management and Future Planning 46:16 – Addressing Market Manipulation Concerns 48:09 – Financialization and Market Dynamics 50:32 – Institutional Adoption and Impact 52:22 – Key Risks and Management Strategies 54:16 – Competitive Landscape and Strategic Positioning 56:33 – Leadership and Succession Planning 58:32 – Focus on Core Strengths and Opportunities 60:09 – Closing Remarks and Future Invitations

Chaitanya Jain

142,334 просмотров • 3 месяцев назад

"If you short STRC at $100 your downside is capped because Strategy will come in and run the ATM right at $100. But your upside as a short is unlimited" Parker White on why STRC became a perfect short setup and why the violent selloff was shorts latching onto an opportunity rather than a fundamental problem "SATA did not have nearly as violent of a reaction. And Strive actually has a more vulnerable balance sheet position than Strategy with STRC. Yet the market was trading down for STRC" "This really was just a situation of shorts latching on to an opportunity and then people panicking, grabbing hold of a narrative, and selling"
1:46

"If you short STRC at $100 your downside is capped because Strategy will come in and run the ATM right at $100. But your upside as a short is unlimited" Parker White on why STRC became a perfect short setup and why the violent selloff was shorts latching onto an opportunity rather than a fundamental problem "SATA did not have nearly as violent of a reaction. And Strive actually has a more vulnerable balance sheet position than Strategy with STRC. Yet the market was trading down for STRC" "This really was just a situation of shorts latching on to an opportunity and then people panicking, grabbing hold of a narrative, and selling"

Laura Shin

96,762 просмотров • 9 дней назад

🚨BREAKING: STRC BITCOIN SINGULARITY - SAYLOR DRIVING BITCOIN TO $3,000,000🚨 Today was INSANE for Strategy + STRC. But everyone keeps asking: WHY ISN'T THE BITCOIN PRICE GOING UP? ALL OF YOU ARE OVERESTIMATING WHAT THIS DOES IN A DAY AND UNDERESTIMATING WHAT THIS DOES IN A YEAR. The market eventually has to confront a horrifying possibility for shorts, skeptics, and other spiritually exhausted spreadsheet goblins: THERE ISN'T ENOUGH BITCOIN:
18:39

🚨BREAKING: STRC BITCOIN SINGULARITY - SAYLOR DRIVING BITCOIN TO $3,000,000🚨 Today was INSANE for Strategy + STRC. But everyone keeps asking: WHY ISN'T THE BITCOIN PRICE GOING UP? ALL OF YOU ARE OVERESTIMATING WHAT THIS DOES IN A DAY AND UNDERESTIMATING WHAT THIS DOES IN A YEAR. The market eventually has to confront a horrifying possibility for shorts, skeptics, and other spiritually exhausted spreadsheet goblins: THERE ISN'T ENOUGH BITCOIN:

Adam Livingston

57,876 просмотров • 3 месяцев назад

I joined Katie Greifeld and Romaine Bostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance
9:08

I joined Katie Greifeld and Romaine Bostick on Bloomberg today to discuss Strategy’s evolution into a Digital Capital platform, our $3B cash reserve, $STRC, balance sheet resilience, and our long-term commitment to Bitcoin. 01:17 - Strategy’s evolution from Bitcoin Treasury Company to full Digital Capital platform 01:25 - Over 840,000 BTC, $10.5B of $STRC, and Strategy’s responsibilities 01:45 - Why Strategy built a $3B cash reserve after listening to preferred shareholders 02:30 - The path for $STRC: build USD reserves, return $STRC to par, issue more $STRC, and buy $BTC 04:22 - $MSTR’s goal: outperform Bitcoin over time while managing volatility through bull and bear markets 05:41 - Balance sheet resilience and why debt risk is low 06:50 - Strategy’s long-term Bitcoin commitment: “We’re not going anywhere” 07:04 - Bitcoin is bigger than Strategy: 4% ownership, $30–40B of daily volume, and bitcoin sales that did not move the market 08:46 - Software, AI, Bitcoin, and the maturity of a 25-year public company operating inside digital finance

Phong Le

437,232 просмотров • 1 день назад

🔥THE ULTIMATE BITCOIN RETIREMENT STRATEGY WILL BLOW YOUR MIND🔥 80% STRC / 10% MSTR / 10% BTC Why wait until 67 to eat Jell-O and cry in a La-Z-Boy when you could be 45, collecting $385,000 a year in Bitcoin-backed dividends while the fiat system collapses like a dying star? In this video, I break down the 80/10/10 Tri-Fuel Portfolio that's turning pissed-off wage slaves into STRC-dripping Bitcoin aristocrats: 80% STRC - Variable 11% dividend yield so you can finally stop Venmo-requesting your friends for tacos 10% MSTR - Michael Saylor’s leveraged Bitcoin cult on Nasdaq 10% BTC - Because you need something to stare at while the world burns And then we GLIDE. Sell off MSTR gains starting in Year 11. Roll into STRC. Lock in yield. Get paid more than the president - every year - forever. Math included. No bonds. No boomer ETFs. JUST COLD, CALCULATED BITCOIN SUPREMACY:
23:03

🔥THE ULTIMATE BITCOIN RETIREMENT STRATEGY WILL BLOW YOUR MIND🔥 80% STRC / 10% MSTR / 10% BTC Why wait until 67 to eat Jell-O and cry in a La-Z-Boy when you could be 45, collecting $385,000 a year in Bitcoin-backed dividends while the fiat system collapses like a dying star? In this video, I break down the 80/10/10 Tri-Fuel Portfolio that's turning pissed-off wage slaves into STRC-dripping Bitcoin aristocrats: 80% STRC - Variable 11% dividend yield so you can finally stop Venmo-requesting your friends for tacos 10% MSTR - Michael Saylor’s leveraged Bitcoin cult on Nasdaq 10% BTC - Because you need something to stare at while the world burns And then we GLIDE. Sell off MSTR gains starting in Year 11. Roll into STRC. Lock in yield. Get paid more than the president - every year - forever. Math included. No bonds. No boomer ETFs. JUST COLD, CALCULATED BITCOIN SUPREMACY:

Adam Livingston

69,041 просмотров • 5 месяцев назад

🚨 THIS IS BECOMING A NIGHTMARE FOR MICHAEL SAYLOR. $MSTR is now down -81% from its all-time high, wiping out over $94 BILLION in value. Meanwhile, $STRC completely lost its $100 peg. Down to an all-time LOW of $80.5. The market is starting to ask an unthinkable question: Will Strategy eventually have to sell Bitcoin? This is why Bitcoin is selling off.
0:29

🚨 THIS IS BECOMING A NIGHTMARE FOR MICHAEL SAYLOR. $MSTR is now down -81% from its all-time high, wiping out over $94 BILLION in value. Meanwhile, $STRC completely lost its $100 peg. Down to an all-time LOW of $80.5. The market is starting to ask an unthinkable question: Will Strategy eventually have to sell Bitcoin? This is why Bitcoin is selling off.

Crypto Rover

508,200 просмотров • 21 дней назад

“There was never any talk of the risk.” Peter Schiff is just lying at this point. The risk of $STRC was always obvious: it is preferred equity issued by a Bitcoin Treasury Company. Saylor said it clearly: if Bitcoin goes down long term or forever, that is the risk. And what are we seeing now? Bitcoin under pressure. Liquidity rotated into AI and IPOs. Maximum fear. STRC down. That is not some hidden scandal. That is risk premium repricing. Strategy does not magically control STRC’s market price. They can adjust the dividend rate, but the market prices the risk of Bitcoin and Strategy’s ability to keep paying dividends. And when Bitcoin starts going up again, what do you think happens? The same risk premium reprices in the other direction. If you buy preferred equity in a Bitcoin company, you are making one core assumption: Bitcoin goes up over the long term. That was never hidden.
0:42

“There was never any talk of the risk.” Peter Schiff is just lying at this point. The risk of $STRC was always obvious: it is preferred equity issued by a Bitcoin Treasury Company. Saylor said it clearly: if Bitcoin goes down long term or forever, that is the risk. And what are we seeing now? Bitcoin under pressure. Liquidity rotated into AI and IPOs. Maximum fear. STRC down. That is not some hidden scandal. That is risk premium repricing. Strategy does not magically control STRC’s market price. They can adjust the dividend rate, but the market prices the risk of Bitcoin and Strategy’s ability to keep paying dividends. And when Bitcoin starts going up again, what do you think happens? The same risk premium reprices in the other direction. If you buy preferred equity in a Bitcoin company, you are making one core assumption: Bitcoin goes up over the long term. That was never hidden.

Alex 👽

21,150 просмотров • 18 дней назад

No, Apyx is not levered $STRC. No, this is not "Luna 2.0". And no, the team is not blindly dumping cash into the market while leaving long-term holders concentrated in $STRC. In Apyx Office Hours #12, we addressed the biggest questions around $STRC volatility, the $apxUSD discount, redemption mechanics, and how the protocol is being managed through stress. A few key points: 🔴 Apyx is designed to avoid bank-run dynamics. Instant NAV redemptions during stress would force the protocol to dump massive amounts of $STRC into a thin, falling order book. 🔴 The team is maintaining a homogeneous asset mix by selling $STRC alongside redemptions, not just spending cash and leaving remaining holders with increased concentration risk. 🔴 Apyx is the largest holder of $STRC, meaning we have a strong incentive to manage liquidity responsibly. 🔴 When $apxUSD is bought back at a discount, that discount can flow back into the protocol as additional overcollateralization, potentially leaving the protocol stronger after volatility subsides. 🔴 The long-term goal remains 10% overcollateralization, a level where events like this become significantly easier to absorb. 🔴 $STRCx, tokenized $STRC, is part of a broader vision for fully onchain reserve management, greater transparency, and eventually 24/7 liquidity. Timestamps: • 02:51 Why STRC sold off and what triggered the volatility • 05:37 What happens inside Apyx when STRC trades below par • 07:36 Why instant NAV redemptions could damage both STRC and Apyx • 09:29 Why the team slows redemptions instead of force-selling reserves • 09:56 How discounted buybacks increase overcollateralization • 10:56 The path toward 10% overcollateralization • 14:39 Exit options for apxUSD holders • 17:22 Why Apyx is not levered STRC • 17:50 SATA rotation and reserve management • 19:12 Apyx vs STRCx and other STRC-related products • 22:23 Balance sheet management during stress • 24:22 Why Apyx is designed to be anti-bank-run • 27:31 Saylor's options to stabilize STRC • 33:58 Why Apyx tokenized reserves through STRCx • 36:10 The vision for fully onchain financial infrastructure Full replay below. 👇
40:50

No, Apyx is not levered $STRC. No, this is not "Luna 2.0". And no, the team is not blindly dumping cash into the market while leaving long-term holders concentrated in $STRC. In Apyx Office Hours #12, we addressed the biggest questions around $STRC volatility, the $apxUSD discount, redemption mechanics, and how the protocol is being managed through stress. A few key points: 🔴 Apyx is designed to avoid bank-run dynamics. Instant NAV redemptions during stress would force the protocol to dump massive amounts of $STRC into a thin, falling order book. 🔴 The team is maintaining a homogeneous asset mix by selling $STRC alongside redemptions, not just spending cash and leaving remaining holders with increased concentration risk. 🔴 Apyx is the largest holder of $STRC, meaning we have a strong incentive to manage liquidity responsibly. 🔴 When $apxUSD is bought back at a discount, that discount can flow back into the protocol as additional overcollateralization, potentially leaving the protocol stronger after volatility subsides. 🔴 The long-term goal remains 10% overcollateralization, a level where events like this become significantly easier to absorb. 🔴 $STRCx, tokenized $STRC, is part of a broader vision for fully onchain reserve management, greater transparency, and eventually 24/7 liquidity. Timestamps: • 02:51 Why STRC sold off and what triggered the volatility • 05:37 What happens inside Apyx when STRC trades below par • 07:36 Why instant NAV redemptions could damage both STRC and Apyx • 09:29 Why the team slows redemptions instead of force-selling reserves • 09:56 How discounted buybacks increase overcollateralization • 10:56 The path toward 10% overcollateralization • 14:39 Exit options for apxUSD holders • 17:22 Why Apyx is not levered STRC • 17:50 SATA rotation and reserve management • 19:12 Apyx vs STRCx and other STRC-related products • 22:23 Balance sheet management during stress • 24:22 Why Apyx is designed to be anti-bank-run • 27:31 Saylor's options to stabilize STRC • 33:58 Why Apyx tokenized reserves through STRCx • 36:10 The vision for fully onchain financial infrastructure Full replay below. 👇

Apyx

30,685 просмотров • 1 месяц назад

The Q&A got really interesting when someone asked: “What happens if a huge leveraged unwind dumps billions of STRC onto the market?” Saylor’s answer was basically: That’s literally what the instrument was designed for. He said if STRC trades down 50-100 basis points, billions of dollars of capital are incentivized to step in and buy it back toward par. “If you push the ship down, there’s more force pushing it up.” Most people still think this is a normal preferred stock. They’re engineering an entire digital credit system around Bitcoin.
5:22

The Q&A got really interesting when someone asked: “What happens if a huge leveraged unwind dumps billions of STRC onto the market?” Saylor’s answer was basically: That’s literally what the instrument was designed for. He said if STRC trades down 50-100 basis points, billions of dollars of capital are incentivized to step in and buy it back toward par. “If you push the ship down, there’s more force pushing it up.” Most people still think this is a normal preferred stock. They’re engineering an entire digital credit system around Bitcoin.

Alex 👽

66,763 просмотров • 1 месяц назад

$MSTR With the current weakness across Strategy’s securities and Bitcoin itself, now might be a good time to revisit how management is likely thinking through the coming weeks. A few things stand out. • The June 30th $STRC dividend obligation is coming up. • While $STRC remains well below the $100 mark, management will likely be working on ways to strengthen the instrument while building on the USD reserve, as they’ve discussed. • With $MSTR currently trading at roughly 0.98x mNAV and $STRC unavailable as a capital raising tool, management has an important set of decisions to make around the BTC reserves. What’s most interesting to me isn’t necessarily which lever gets pulled. It’s how those decisions are prioritized. Operationally, certain actions may make perfect sense while simultaneously creating a very different reaction from the market. The sale of the 32 BTC was enough to trigger widespread discussion and panic. That’s the reality of being one of the largest holders of the hardest asset on the planet. Every capital allocation decision becomes part of the broader market conversation. Some very interesting weeks lie ahead. Let’s see what the Strategy is. $BTC $MSTR $STRC
3:25

$MSTR With the current weakness across Strategy’s securities and Bitcoin itself, now might be a good time to revisit how management is likely thinking through the coming weeks. A few things stand out. • The June 30th $STRC dividend obligation is coming up. • While $STRC remains well below the $100 mark, management will likely be working on ways to strengthen the instrument while building on the USD reserve, as they’ve discussed. • With $MSTR currently trading at roughly 0.98x mNAV and $STRC unavailable as a capital raising tool, management has an important set of decisions to make around the BTC reserves. What’s most interesting to me isn’t necessarily which lever gets pulled. It’s how those decisions are prioritized. Operationally, certain actions may make perfect sense while simultaneously creating a very different reaction from the market. The sale of the 32 BTC was enough to trigger widespread discussion and panic. That’s the reality of being one of the largest holders of the hardest asset on the planet. Every capital allocation decision becomes part of the broader market conversation. Some very interesting weeks lie ahead. Let’s see what the Strategy is. $BTC $MSTR $STRC

Zaid 🟧

15,329 просмотров • 18 дней назад

🚨 STRC IS NEXT BLACK SWAN FOR BITCOIN Saylor's STRC just crashed to record low $82. 18% drop in days. But almost nobody sees what's coming next. Now Saylor's Ponzi could destroy Bitcoin. Here's why: He promised investors 11.5% dividends. Now the structure is breaking. On June 30 he faces a critical deadline. To defend STRC's $100 peg, he'll be forced to raise dividends or borrow more. Both options require massive cash. And the only quick source left is selling Bitcoin. Last time he sold $2M worth, Bitcoin dropped 20%. Now imagine what happens when he needs to sell billions. Saylor says his $55B Bitcoin stash can cover it for 32 years. But the market simply doesn't believe him. That’s why $STRC is trading at such a deep discount. And this is the real irony: Saylor admitted he built this entire complex debt structure with ChatGPT. A multi-billion dollar leveraged pyramid, designed by AI. And we all know the kind of garbage AI can produce. This is no longer “HODL”. MicroStrategy is turning from Bitcoin’s biggest buyer into one of its biggest risks. When it collapses, it won’t just take down $STRC. It will drag Bitcoin with it. Remember, I've called every major turn for the last 10 years, including short BTC from $111K in October and Saylor's sell-off before they happened. The next call will be bigger. Watch closely. Turn on notifications. Most people will follow too late. Don't be one of them.
0:31

🚨 STRC IS NEXT BLACK SWAN FOR BITCOIN Saylor's STRC just crashed to record low $82. 18% drop in days. But almost nobody sees what's coming next. Now Saylor's Ponzi could destroy Bitcoin. Here's why: He promised investors 11.5% dividends. Now the structure is breaking. On June 30 he faces a critical deadline. To defend STRC's $100 peg, he'll be forced to raise dividends or borrow more. Both options require massive cash. And the only quick source left is selling Bitcoin. Last time he sold $2M worth, Bitcoin dropped 20%. Now imagine what happens when he needs to sell billions. Saylor says his $55B Bitcoin stash can cover it for 32 years. But the market simply doesn't believe him. That’s why $STRC is trading at such a deep discount. And this is the real irony: Saylor admitted he built this entire complex debt structure with ChatGPT. A multi-billion dollar leveraged pyramid, designed by AI. And we all know the kind of garbage AI can produce. This is no longer “HODL”. MicroStrategy is turning from Bitcoin’s biggest buyer into one of its biggest risks. When it collapses, it won’t just take down $STRC. It will drag Bitcoin with it. Remember, I've called every major turn for the last 10 years, including short BTC from $111K in October and Saylor's sell-off before they happened. The next call will be bigger. Watch closely. Turn on notifications. Most people will follow too late. Don't be one of them.

MARMOT

92,179 просмотров • 26 дней назад

"I bought STRC around $92 and Bitcoin at $60,000 because it seemed like the most obvious counter trade in history" "Saylor sold 32 Bitcoin at $77K, the market was so spooked it dumped below 60,000. He not only inoculated the market to the idea of him selling, but was able to scoop up $101 million worth of Bitcoin much cheaper at $65K" "STRC was trading down to $91 and at the open today it skyrocketed over 3%. People are realizing maybe they panicked too much, and STRC will likely trade back to par at 100" "You can buy something designed to go back to par at 100 for $91, $92, $93, and unless you believe it's going to zero, you're probably going to get that 7, 8, 9% boost and then the 11.5% dividend on top. Not telling you what to do, telling you what I did"
1:30

"I bought STRC around $92 and Bitcoin at $60,000 because it seemed like the most obvious counter trade in history" "Saylor sold 32 Bitcoin at $77K, the market was so spooked it dumped below 60,000. He not only inoculated the market to the idea of him selling, but was able to scoop up $101 million worth of Bitcoin much cheaper at $65K" "STRC was trading down to $91 and at the open today it skyrocketed over 3%. People are realizing maybe they panicked too much, and STRC will likely trade back to par at 100" "You can buy something designed to go back to par at 100 for $91, $92, $93, and unless you believe it's going to zero, you're probably going to get that 7, 8, 9% boost and then the 11.5% dividend on top. Not telling you what to do, telling you what I did"

The Wolf Of All Streets

102,485 просмотров • 1 месяц назад

🚨 THE CRASH IS NOT STOPPING AND MICHAEL SAYLOR IS NOW IN REAL TROUBLE. Bitcoin just crashed nearly -5% in 30 minutes. $STRC collapsed to a new all-time low. $MSTR is already down over -83% from its peaK. The market is starting to fear the unthinkable: Could Strategy eventually be forced to sell Bitcoin?
0:30

🚨 THE CRASH IS NOT STOPPING AND MICHAEL SAYLOR IS NOW IN REAL TROUBLE. Bitcoin just crashed nearly -5% in 30 minutes. $STRC collapsed to a new all-time low. $MSTR is already down over -83% from its peaK. The market is starting to fear the unthinkable: Could Strategy eventually be forced to sell Bitcoin?

Crypto Rover

640,791 просмотров • 20 дней назад