ODELL
· 1w
strc yield is paid by selling mstr stock to retail
it requires btc to keep going up, which is likely
and mstr to trade at a consistent premium to btc holdings, which is a billion dollar question ma...
STRC gives MSTR a premium. It’s like debt with no principal to be paid, how much of that would you take to buy bitcoin?
MSTR sells premium to STRC dividend. Premium is relative to Bitcoin/share growth.
MSTR carries the rest of the upside. Principle + (CAGR - 11.5%).
Of course Bitcoin has to go up for the company to keep growing, but don’t you need Bitcoin to go up as well?
I think you’re just jealous.
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