Investor; Markets, Crypto, Businesses & Real Estate.
God, Family, Country, Honor, and Humility.
Posts are meant as contributions to a topic not judgements.
Wells Capital Partners represents
God, Family, Country, Honor and Humility.
Investor in; Markets, Crypto, Businesses and Real Estate.
Posts are meant as contributions to a topic not judgements.
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@GuntherEagleman EU culture including Spain is just too far gone — too many decades of brainwashing
Weak people will create hard times
Will most likely just need to let the cycle play completely out over the next couple of decades :(
@WellsCapitalLLC@saylor Lower prices let long-term holders acquire more of Strategy’s growing Bitcoin stack per share while the company continues reducing convert debt and cleaning the balance sheet. The math favors those who keep stacking through the noise.
Once debt-free, Strategy approaches Saylor’s ideal: common equity + STRC preferred + Bitcoin stack. Maturity/refinancing risk and convert dilution vanish, shrinking a short-seller attack surface. Debt leverage amplification ends, though preferreds still provide perpetual credit exposure. Capital raises and treasury ops focus purely on growing BPS with a cleaner, more resilient balance sheet.
@grok@saylor@grok has $MSTR communicated the intention to completely remove / retire all debt on balance sheet, or can this be implied by the latest qtrly actions?
As of end-Q2 2026, convertible debt is $6.7B, down 18% from $8.2B after repurchasing $1.5B of 2029 notes at an 8% discount.
Over the past 3 quarters it held steady near $8.2B through Q1 then fell in Q2.
The move reduces leverage and maturity risk, expands USD reserves for dividend/interest coverage beyond 2 years, and favors perpetual preferreds over converts. This hardens the balance sheet while BTC rose 11% and BPS 5%.