Prefers facts over FUD. Team rainbow. Not the real Bernie Madoff (he's dead)
Prison
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Another example of Saylor not keeping up with prior promises.
Instead of buying more $STRC at deeper discounts, he is doing the opposite.
$1 billion of buybacks and 117 days since it last traded at par, probably few more billion to go 🫡
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Will Saylor report another 1k+ BTC buy at $81k+ tomorrow? Last week he bought the thursday high, did he do it again, im guessing he did! $MSTR
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Metaplanet diluting their shareholders but not their stock based compensation packages is beyond hilarious.
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iPhones issued in May are currently being recalled at a discount because of technical issues, with the intention to sell them again in a couple of months with the same specs at the original price.
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Saylor must be thinking he can get STRC back to 'par' with a couple 100s million given how easily he can push it up now.
Not understanding supply has moved instead instead of disappeared.
Getting STRC to $98 might only cost him couple 100 million, from $98 to over $99.99 will take billions of buyback (half the supply?), is he willing to do this and for what purpose, he still needs buyers at $100?
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MSTR bagholder logic 👇
‘Is it mathematically possible to generate a yield by selling something?’
‘ yes it is, because you can sell a fraction of that thing and now you have cash and you can use that cash to pay a yield’
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$50m STRC buyback from $MSTR common ATM would be my guess
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Half of it
We repurchased 288,930 shares of $STRC for $25M at an average price of $86.52 per share. We intend to remain a regular, disciplined buyer of STRC below $100. More at deeper discounts, less as STRC nears $100. Another $975M remains available for our prefs. strategy.com/press/strategy-…
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STRC/SATA increased dividend frequency in June to reduce volatility and keep it at 'par' more often.
Days at 'par' since the change: 0
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60 days since STRC last traded at $100
Imagine a financial product with no upside (capped at $100), 25%+ downside and a 1% montly dividend at best, would you ever pay $100 for it?
That's the reason $STRC will never hit $100 again.
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This is Saylor signalling the market he prefers holding melting ice cubes (cash) over common stock at ~1.03 mnav.
What else do you need to see it is retarded to pay a premium for this stock?
Plus, can Saylor be trusted not touching the cash when BTC dips and his common ATM and pref ATM are broken?
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This is the trilemma at the heart of every treasury company based on the Saylor model:
Pref/common/btc holders all pulling in different directions. Something always has to give.
SATA UPDATE
Targeting $100 and minimizing long-term volatility remain core objectives for $SATA.
But going forward, unless we communicate otherwise, investors should not assume Strive will automatically issue new $SATA shares at $100, although we expect that to remain likely under normal market conditions.
To be clear, we do not view current market conditions as normal.
Strive believes retaining issuance flexibility around $100 is in the best long-term interest of shareholders and the long-term stability of $SATA.
We do not believe over-engineered rigidity is the best way to minimize long-term volatility. Predictable, mechanical issuance rules can invite behavior that increases volatility over time. Recent market activity suggests this risk is not theoretical.
Issuance pauses or other actions will be evaluated based on what Strive management believes is in the best long-term interest of shareholders and the long-term stability of the security.
The framework is transparent, but specific actions will not be telegraphed in advance.
We expect to consider short interest, borrow costs, and other market data, but our analysis will not be limited to any single metric.
The goal is to make the structure more resilient, not less predictable for its own sake.
We asked for market feedback to pressure-test our view, and the engagement on both sides was thoughtful and constructive. We appreciate everyone who voted, commented, and reached out directly.
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Is saylor hinting at buying back prefs last week?
For BTC buys or cash (green dots) he doesn't need a new chart, also polymarket insiders are betting on 'No' bitcoin buys this week.
Then it must be buyback of prefs? What else can it be?
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