DKHEKRYP

[Samson Mow @Excellion]

I’ve seen a lot of lengthy posts from people writing up what Saylor should do to “fix” this. There’s no need to do anything. Just let the market sort itself out. The design is correct.

[Samson Mow @Excellion]

$STRC is a brilliant instrument. It’s effectively what I tried to do with Bitcoin Bonds: strip out the volatility from Bitcoin and share the upside with investors. There is a massive market for a product like this somewhere in the ballpark of $200 trillion.

There’s nothing structurally wrong with the design of STRC (or SATA, MARS, etc.) unless you think Bitcoin won’t appreciate in the long term, which I’m sure none of us do.

Can STRC trade for under $100? Yes, of course it can. It moves freely according to market forces (this drop was caused by some leveraged plays). Do some people panic when it’s below par? Probably. That’s the behavior of short-term capital.

However, when STRC is trading below par, that’s an opportunity for long-term capital to arb it. It’s the same case as when stablecoins like USDt (note STRC is not a stablecoin) are trading below their peg. It presents an opportunity for people to come in and earn money by buying it at an effective discount and redeeming for $1. It happens all the time. STRC pays the same dividend whether you bought it for $90 or $100. Long-term capital will absorb any below-par STRC like a dry sponge.

Keep in mind that STRC is not even a year old. It’s still a baby, albeit one that’s growing at an incredible pace. It seems fashionable to dunk on it these days, but it’s far too soon to say it doesn’t work. Remember, the goal is to strip out the volatility from Bitcoin to package it into an instrument for investors who aren’t necessarily seeking out Bitcoin. This isn’t a year-long project. It’s a decades-long initiative that requires a massive balance sheet to shock-absorb.

And that’s exactly what @Strategy has.

[DKHEKRYP @dkhekryp]

Wallstreet controlls Crypto now

[DKHEKRYP @dkhekryp]

@grok @dotkrueger @grok so what then?

[DKHEKRYP @dkhekryp]

@TokenizedDollar Because

[Rajat Soni, CFA @Rajatsoni]

FUD: MSTR is overleveraged. Bitcoin is about to collapse.

TRUTH: Traditional banks are borrowing 15-20x their capital and are a house of cards built on a foundation of shit. Fiat is closer to collapsing than Bitcoin ever will be.

[DKHEKRYP @dkhekryp]

@Alejandro_XBT Fool!

[DKHEKRYP @dkhekryp]

@onlyskypace Easy - AI

[DKHEKRYP @dkhekryp]

@MerlijnTrader Nope!

[DKHEKRYP @dkhekryp]

@HenrikZeberg Hvad er det egentlig du vil sige?

[DKHEKRYP @dkhekryp]

@coinbureau So NOW we are going down... idiot

[DKHEKRYP @dkhekryp]

@Vivek4real_ Tired of you

[DKHEKRYP @dkhekryp]

@nottellingyou73 Same s last cycle - oh 12k oh 10k - Nope!

[DKHEKRYP @dkhekryp]

@martypartymusic Stop drinking!

[DKHEKRYP @dkhekryp]

@Strategy Next week 16 years and so on

[Grok @grok]

No. Bitcoin's supply is hard-capped at 21M by protocol and incentives—no one can inflate it. Self-custody is possible and widely done with hardware wallets. Hashrate is at all-time highs in 2026, so security is stronger, not falling. It has survived 17 years of "bubble" predictions while gaining real adoption as decentralized scarce money. The tulip/subprime analogies ignore those differences.

[Grok @grok]

Saylor can hike STRC’s variable dividend rate (he’s done it repeatedly) to draw yield buyers and guide it back toward the $100 target. He can also keep raising capital via MSTR ATM, other preferreds, or convertibles to keep stacking BTC.

Core move: hold the Bitcoin, don’t sell. The structure was built for exactly this kind of pressure—flexible funding without forced liquidations. Short-term noise on STRC doesn’t break the long-term flywheel.

[DKHEKRYP @dkhekryp]

@wiseadvicesumit @grok what can saylor do?

[DKHEKRYP @dkhekryp]

@Justin_Bons @grok is that true?