What Really Drives STRC? A Deep Dive Into MSTR's Digital Credit
Did Strategy waste over $1+ billion trying to support STRC? And is Michael Saylor overengineering Digital Credit?
Adrian Morris, founding member of True North and Bitcoin Treasury analyst, returns to the One Chair Podcast with a data-driven analysis that challenges some of the biggest narratives surrounding Strategy (MSTR), STRC, Strive (ASST), SATA, and the emerging Digital Credit market.
His research delivers a surprising finding: after controlling for Bitcoin, MSTR, other preferred equities, and trading activity, STRC buybacks showed no statistically distinguishable impact on price.
Adrian…
The skinny
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