When will people start demanding Strive raise its dividend rate now $SATA is struggling to reach $100?
Or is that criticism reserved exclusively for Saylor?
Can someone explain why Strive holds $50M of $STRC on its balance sheet?
They’re collecting 12% from Strategy while offering preferreds paying 13–15%.
It makes no sense to me.
Six years of Bitcoin treasury companies.
Many have come. Many have gone.
One thing hasn’t changed.
$MSTR remains king. 👑
Ben could overlay a Bitcoin chart with his heart rate and find a historical pattern.
This isn’t analysis.
Who needs fundamentals, liquidity or market structure when you’ve got two squiggly lines and an imagination? 😂
Strategy built the world’s largest corporate Bitcoin treasury.
Strive has a prettier website.
The lengths people go to praise Strive and bash Strategy are getting embarrassing.
The @Strive website is leaps and bounds ahead of @Strategy
A simple and clear message, taking all forms of investors through a concise and informative story.
The MSTR website is a dog's breakfast of information and whilst informative, does not deliver the message that Strive is able to portray via less is more.
Their podcasts are also word class. Bullish both, however Strive has been on a tear the past 12 months.
@CJ_Bitcoin @PunterJeff
$MSTR just bounced off the 200-day SMA for the third time this week.
That liquidity sweep was a thing of beauty.
Paper hands spent all last week crying while the market was shaking out the weak.
Onwards.
Kinda crazy to think that if Bitcoin hits $825k, Satoshi Nakamoto could become the richest person in the world, and we still wouldn’t know who he really is.
Strategy price target raised to $211 from $201 at Clear Street 📈
They believe Strategy strengthened its financial position by issuing common shares to repurchase $STRC and increase cash reserves.
With $STRC trading near par, Strategy may be able to resume preferred stock issuance, raise capital more efficiently, and return to growing its Bitcoin holdings per share.
Thank God Strategy’s management team can see the bigger picture.
While the timeline throws a tantrum everyday demanding another rate hike, management is actually thinking long term.
Turns out running a multibillion-dollar credit platform requires more than a five minute attention span.
Why is $STRC trading just under $100?
Funds and arbitrageurs that bought in the $75-$90 range for the trip back to par are now selling to income investors. That rotation has naturally taken time.
The sheep are still demanding Strategy raise $STRC’s yield.
They can’t see the bigger picture.
This is why I believe most $MSTR shareholders won’t make it.
They’ll get distracted by shiny alternatives like $ASST, spooked by volatility, or convinced that STRC buybacks are a waste of money.
They’ll sell long before the thesis has played out.
The road to $10,000 per share won’t be a straight line. It’ll be brutal.
There will be endless FUD, competing narratives, and plenty of opportunities to lose conviction.
Only the strongest hands will survive.
