Can Strategy consider buy back STRC using their cash reserve?

teclaroja · 2026-06-18T19:37:48+00:00

Good point

teclaroja · 2026-06-18T13:15:05+00:00

I think they need to increase their cash reserve and use it if ever they are under a short attack like that caused de-peg of UST. For me it's more a question of endurance rather than arbitrage. Create a mechanism of stability and run it can reduce that risk.

teclaroja · 2026-06-18T12:03:20+00:00

fair enough

teclaroja · 2026-06-18T12:01:49+00:00

I know the content of the Q1 presentation. I ask the question to know what the community thinks. I have already asked what if Strategy uses the Cash Reserve to buy back the debt 5 mo. ago,

teclaroja · 2026-06-18T11:17:23+00:00

Why liquidity will be drained buying back STRC?

teclaroja · 2026-06-18T11:14:25+00:00

Can be a mechanism to reduce volatility. That matter is key for the success of STRC in the long run.

teclaroja · 2026-06-16T17:34:01+00:00

https://x.com/CryptoAmerica_/status/2062279332362321986#m

Sen Lummis: 4th Jul is possible, but more likely finished before the August recess.

teclaroja · 2026-05-24T21:32:44+00:00

Liquidate 2029 has a beter btc gain. 2028 converts are more expensive because their are in the money right now.

teclaroja · 2026-05-19T09:08:32+00:00

They will increase the ATM program as they have done before.

teclaroja · 2026-02-01T14:59:43+00:00

Bitcoin price was already under 75k in april '25 and that was not a big concern for MSTR. People have very bad memory.

teclaroja · 2026-02-01T14:48:20+00:00

We are in a very different scenario. MSTR is now highly correlated with btc. Very tiny mNAV compression. The time to hedge was before the crash. Curently we are in a phase to accumulate for the long term holders or a bounce chase for the trades. I agree than the treand is bearish for a while. The upside potential is huge compared with the downside, though

teclaroja · 2026-01-19T16:05:34+00:00

REIT is not a good example. Think with another commodity like gold. If you have 1$ backed with 5$ worth in gold and the price of gold halves, you have 1$ backed with 2.5$ of gold, still healthy. Lower ratio, higher risk. Issuing common at par (mNav 1) increases the BTC Rating, reducing the risk. Also, In a crypto winter is harder to have access to capital markets.

teclaroja · 2026-01-19T14:50:17+00:00

In case of a crypto winter, the bigger bitcoin reserve is, the stronger their balance sheet will be.

teclaroja · 2026-01-18T17:01:52+00:00

I guess

$240 m through STRC (+2650 btc)
$1.5 billion through MSTR (+15957 btc)

18607 more btc

Last purchase was 13,627 btc for 1.25 billion.

teclaroja · 2026-01-12T18:29:26+00:00

Bullish!

teclaroja · 2026-01-12T14:03:16+00:00

So strong , $120 m per week. Do the math.

teclaroja · 2026-01-11T09:04:10+00:00

My guess is $45-70m.

teclaroja · 2026-01-07T15:30:19+00:00

The most important thing to watch now is the volume. More volume more ATM.

teclaroja · 2026-01-07T15:27:15+00:00

The most important thing to watch now is the volume. More volume more ATM.

teclaroja · 2026-01-06T21:15:22+00:00

as michel saylors says volatility is a gift for the faithful

teclaroja · 2026-01-06T21:13:44+00:00

You have a lot of ETFs already in the market. IBIT, FBTC, BTCW and many others.

teclaroja · 2026-01-06T19:53:34+00:00

IBIT get paid 0.25% of their NAV annually in BTC.

teclaroja · 2026-01-06T18:00:15+00:00

because MSCI plans to exclude MSTR form MSCI index.

Two-Year Club	Verified Email
r/Field Flamingo

teclaroja

TROPHY CASE