STR

STRC

6 tracked calls · 2 long · 4 short · last 90d: 1L/4S

first called by Taiki Maeda 4mo ago

STRSTRCSHORT4w ago

“@saylor pitched $strc as "long duration" capital, but the variable div just means he's refinancing it monthly, i.e. it's the shortest duration possible. Should ”

Shipyard Capital

STRC's "long duration" pitch is a lie: monthly variable dividends make it the shortest-duration instrument possible, accelerating the price collapse toward fair value

STRSTRCSHORT@ $74.47

$90.89-22.05%

since call Jun 28

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STRSTRCSHORT1mo ago

“I briefly entertained the idea @saylor was wising up and selling corn to increase his dividend and stop the $STRC bleed”

CryptoCondom

STRC preferred stock is bleeding as BTC falls, its variable dividend yield becomes unattractive, and Strategy's treasury is under pressure.

STRSTRCSHORT@ $75.71

$90.89-20.06%

since call Jun 26

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STRSTRCSHORT1mo ago

“Right now drawdown is 20%. So for 20% APY you'd need STRC at 50 - right now we're at 77. if it traded to 50 it's lights out and you can't fix it.”

goodalexander

STRC preferred is one more BTC drawdown from an unrecoverable depeg to $50, which would be structurally terminal

STRSTRCSHORT@ $74.76

$90.89-21.58%

since call Jun 25

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STRSTRCSHORT1mo ago

“STRC dropped 14.79% this month”

goodalexander

STRC's yield math requires 10-40% more downside before the risk/reward makes sense for any buyer

STRSTRCSHORT@ $85.98

$90.89-5.72%

since call Jun 24

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STRSTRCLONG2mo ago

“the stretch thesis is that the boomers are going to buy this thing because 11.5% is good … sailor's taking the boomers' money and then he's buying Bitcoin…”

Taiki Maeda

Boomer demand for Stretch's 11.5% yield funds Saylor's Bitcoin buying; product working, leverage not yet crowded.

STRSTRCLONG@ $97.54

$90.89-6.81%

since call May 4

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STRSTRCLONGPOSITION4mo ago

“I think the stretch can be reaching some sort of escape velocity where it's becoming more trusted over time … in order to attract not only crypto investors…”

Taiki Maeda

Growing trust and demand for Stretch's 11.5% Bitcoin-backed yield reaches escape velocity, attracting outside capital.

STRSTRCLONG@ $99.80

$90.89-8.92%

since call Mar 16

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