For those of you who don't understand the magnitude of STRC on Bitcoin's price... let me break down for you exactly how insane things are going to get from here.
Strategy just raised ~$3.2 billion via STRC in two weeks.
For reference, they raised ~$1.56B via STRC in March.
That is a DOUBLING in one month's time.
The dividends are going to semi-monthly in July.
To be EXTREMELY CONSERVATIVE, let's slow the growth rate and imagine it takes them another 3 months to double their issuance rate.
That would mean by July 15th, they are raising $3.2 billion every two weeks.
$6.4B/month out the door.
NOW... the two bearish assumptions:
1% growth in STRC every month for a decade. That's correct. 1% month-over-month growth.
ZERO MSTR issuance acquiring more Bitcoin.
25% BTC CAGR - modest by Bitcoin standards, less than power law.
By Year 10, this is what happens:
▸ 7,082,138 BTC
▸ 33.7% of the entire 21M supply
▸ BTC at $700,215
▸ Stack worth $4.96 TRILLION ▸ $1.47T issued to get there
Strategy trades $1 of dollar-denominated dividend obligations for $3.37 of sound money. Twice per month.
Forever.
The fiat system voluntarily funds its own replacement and calls it "yield."
Boomers parking retirement accounts in STRC for a 10% coupon.
Insurance companies stuffing NAIC-approved preferred into the balance sheet.
Pension funds reaching for a sliver of safety in a sea of negative real rates.
They're not buying Bitcoin. Of course not. They'd never.
They're just… selling their dollars for Bitcoin exposure wrapped in a CUSIP that lets them pretend it's fixed income.
The beautiful part: the faster Saylor prints STRC, the faster the dollar dies, the more BTC he buys, the less BTC exists for anyone else to buy.
Every preferred share issued is a tombstone.
Every dividend paid is a funeral procession.
Every month the spreadsheet updates and Wall Street hands him the shovel.
33.7% of all Bitcoin. One balance sheet.
The great absorption isn't coming. It started.
Now model in the actual growth rate of STRC and factor in MSTR sales.
This is why Strategy will be the most valuable company in the world.
🔥THIS IS INSANE: STRATEGY RAISES $1 BILLION IN A SINGLE DAY WITH STRC/MSTR?!?🔥
Right now we are looking at an estimated 4,322 Bitcoin acquired today and that is IF they captured only 42% of the volume over $100.
That is over $303.2 MILLION DOLLARS from STRC in ONE TRADING SESSION.
Now, with raising this kind of money, Strategy can do one of two things.
Hit the MSTR as well to keep Bitcoin amplification depressed and buy more Bitcoin... OR they can lay off the ATM and increase the Bitcoin amplification behind your MSTR shares.
Using last week's MSTR/STRC issuance ratio, if they did the same today, that is $727.86 MILLION RAISED from MSTR in ONE TRADING SESSION.
$303.2 M + $726.86 M = $1.03 BILLION IN ONE DAY.
BILLION WITH A B.
THIS IS THE BIGGEST STORY IN FINANCE AND THE WORLD IS STILL ASLEEP.
IT WOULD BE A SHAME IF EVERYBODY FOUND OUT ABOUT THIS AND HOW YOU CAN MAKE 11.5% RETURNS WITH CLOSE TO ZERO VOLATILITY.
THIS IS THE ULTIMATE BITCOIN SINGULARITY:
How can a 5 figure earner teach a 6 figure earner how to make 6 figures. How can a Millionaire teach a billionaire how to make a billion. It is time to bring Experience back to how to trade in the OTC. Too many false leaders that never was a student first. Quality over Quantity.