Is the $STRC bottom officially in? 🤔
What does that mean for Apyx?
Join us tomorrow (July 2) @ 7PM EST for our weekly Office Hours, we'll be covering both topics in detail!
Set a reminder & drop us your questions. 👇
https://t.co/A23LYkSsXC
apyUSD Senior became more capital efficient.
Thanks to @hyperithm, borrowers can now access the market at around a 2.6% borrow rate, making apyUSD Senior more attractive as collateral.
Everyone is asking the same question right now:
What happens next for $MSTR and $STRC? 🤔
We sat down with @CryptoKaleo to debate it in depth, laying out the bull case for Strategy and digital credit while hearing the bear case directly.
This is an opportunity to understand both sides of the story, assess the risks, and decide for yourself what may come next. 👇
⏱️ Timestamps:
00:00 Introduction
04:22 @CryptoKaleo’s market outlook
07:10 The bear case for $MSTR and $STRC
11:54 The bull case: refinancing, liquidity & capital access
19:42 When does Strategy’s capital structure become a concern?
24:22 Credit risk, duration & preferred equity
36:28 Has Strategy shifted the goalposts?
43:45 What should Strategy do differently?
45:52 Why $MSTR needs leverage
50:46 Has the market rejected preferred-based leverage?
55:08 How Apyx handles $STRC discount risk
01:06:08 Is apxUSD really a stablecoin?
01:11:18 Redemptions, weekend liquidity & market structure
01:19:59 Market pressure, sentiment & potential short attacks
01:22:56 Closing bull case for Strategy
01:25:18 Closing thoughts from @CryptoKaleo
The largest holder of $STRC invited me to join them on a space this afternoon to discuss all things Strategy.
We'll cover:
- Apyx's flagship product apxUSD (a stablecoin backed by STRC)
- All things $MSTR
- Bitcoin & DATs
- Saylor (obviously)
You don't want to miss this.
Onchain digital credit yield is taking over DeFi & stablecoins.
$apyUSD APY: 14.65%
Think $STRC returns to par?
Implied yield upon $apxUSD repeg: 26.6%
Most of crypto spent the last cycle chasing price. 🏃♂️
The next cycle may be about chasing yield. 💸
@tn_pendle, Co-Founder of @pendle_fi, joins Apyx Alpha to discuss the rise of tokenized credit, why onchain fixed income is finally taking shape, and how Pendle aims to become the marketplace for every yield-bearing asset in the world.
If you’re curious what could fuel the next crypto bull market, this conversation is for you.
Timestamps:
• 02:45 From Kyber to founding Pendle
• 04:11 Why Pendle was created during DeFi Summer
• 05:09 What happens when points farming ends?
• 09:21 Why RWAs could unlock real rate trading
• 10:44 The explosion of digital credit
• 12:39 Why assets like apxUSD are gaining traction
• 13:39 The emergence of onchain credit markets
• 15:01 Pendle’s vision for a global yield marketplace
• 16:29 Bringing Pendle to exchanges, banks & fintechs
• 18:46 Why institutions are paying attention
• 20:09 Building through bear markets
Watch here. 👇
Weekly Apyx Update.
Markets stayed choppy again this week. Leverage pressure hit STRC hard, but ethereum:0x98a878b1cd98131b271883b390f68d2c90674665 and ethereum:0x38eeb52f0771140d10c4e9a9a72349a329fe8a6a showed real strength once more.
ethereum:0x98a878b1cd98131b271883b390f68d2c90674665 held firm near 0.88. The Apyx 2.0 redemption mechanics performed exactly as designed, with stable collateral backing throughout. No bank run at all. Redemptions stayed orderly, and the core structure ignored spot noise while holding steady on realized dividends.
The team keeps executing at a high level. ethereum:0x98a878b1cd98131b271883b390f68d2c90674665 is now live on Kraken Earn for eligible users. Up to 6 percent APY. No lockups. Weekly payouts. More liquidity and access for more people.
ethereum:0x38eeb52f0771140d10c4e9a9a72349a329fe8a6a continues to deliver exactly what matters. Trading near 1.21 with a strong 14.8 percent APY. High returns paired with limited volatility.
This is the strength of properly built onchain digital credit. ethereum:0x98a878b1cd98131b271883b390f68d2c90674665 supply is steady near 387 million. Apyx, as the largest STRC holder, is positioned perfectly with a dividend-backed engine that actually performs under pressure.
Future of Yield and Money is @apyx_fi
$apxUSD is now live on @KrakenFX Earn! 🐙
Elgible Kraken users can now earn up to 6% APY. 🚀
• No lockups.
• Weekly payouts.
• Full control of your assets.
https://t.co/HR4sBEGdKC
Our May 2026 independent attestation is now live. 🙌
@wolfandcompany verified the reserves backing Apyx, confirming the collateral exists and is properly stated.
Access the latest report here. 👇
https://t.co/dqCh5eeYnL
🚨 PSA: In light of recent $STRC volatility, we want to be clear:
Apyx has experienced zero bad debt across its lending markets.
Despite elevated volatility, liquidations have executed as designed, collateral has remained sufficient, and lenders have remained protected.
With the first @apyx_fi@pendle_fi pool maturing at midnight UTC, added a Pendle TVL tracker to view TVL moving to new maturities. Huge thanks to @00_dawson_00 for the assist😘
Try it here: https://t.co/s1VaWuwlE9
Volatility is in the air. 🎢
That’s why tomorrow at 7PM EST, we’re going LIVE to discuss recent $STRC & $BTC market developments, what they mean for Apyx, & where we see things headed.
Bring your toughest questions.
Set a reminder & join us live. 👇
https://t.co/zTf6EkovFL
Nice to see Apyx's new upgrade which will strengthen the apxUSD path to $1.
After the drawdown that sent STRC to $90 and apxUSD to $0.90, Apyx shipped a structural redesign.
Two major changes:
1. Redemption Value vs Total Collateral Value — No more redeeming against the buffer. The first-mover "free put option" is gone. Loyal holders no longer lose from the fast exits.
2. RFQ redemption system — approved counterparties compete to fill redemptions against the reserve during stress instead of users waiting on automated pricing. Better UX when it matters most.
The buffer survived the largest STRC drawdown in history and came out intact. Contracts going to audit.
So far it's passed the stress test. Even though my PT position lost some value, it's still better than buy and hold STRC directly.
@apyx_fi apyxUSD Holders The Repeg and Compensation Plan is currently in a live community vote.
Eligible users walk away with compensation and priority recovery access if the plan is approved.
Voting closes TODAY
https://t.co/RjpxmDfUNg
@apyx_fi $apyxUSD Holders The Repeg and Compensation Plan is currently in a live community vote.
Eligible users walk away with compensation and priority recovery access if the plan is approved.
Voting closes TODAY
https://t.co/RjpxmDfUNg
@apyx_fi This is your opportunity to vote on the REPEG and Compensation Plan.
A successful vote means eligible users will receive compensation plus get priority recovery access.
Voting window ends TODAY
https://t.co/RjpxmDfUNg