MSTR Just Hit Zero Net Debt—Now the Real Bitcoin Trade Begins
🚨 Bitcoin just surged 22% in a single week, and the Bitcoin treasury flywheels are starting to turn again.
In this episode of the One Chair Podcast, we break down one of the most important weeks yet for Strategy (MSTR), Strive (ASST), STRC, SATA and the broader Bitcoin treasury market.
Strategy raised another $2 billion through its common stock ATM, increased its USD reserve to $5.1 billion, created a separate $1.59 billion cash reserve, and repurchased $136 million of STRC.
With more than $6.7 billion in cash, Strategy has effectively reached a major milestone: near-zero net debt when…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.