MSTR + STRC: Strategy's Killer Bitcoin Flywheel Explained
Strategy (MSTR) has built a new Bitcoin flywheel and it may allow them to buy Bitcoin over and over again.
In this episode, we break down how Strategy is combining its common stock ATM with its new preferred shares (STRC) to create a powerful capital engine that continuously accumulates Bitcoin.
We analyze:
- How STRC held $100 on the ex-dividend date (and why that matters)
- Why this new STRC + MSTR flywheel changes Strategy’s Bitcoin strategy
- How preferred shares unlock a new level of Bitcoin accretion
- Why this model is very different from convertible bonds
- What this means for Bitcoin…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.