Published 17 Jun 2026, 20:17 UTC · fetched 14 Oct 2026, 10:57 UTC
K A L E O
@CryptoKaleo
Quoting · 17 Jun 2026, 20:15 UTC · context given to the AI
You also have $6.7B of cash obligations you need to pay in the next two years. You’ve diluted MSTR so much there’s no way the debt converts. So you need to come up $10.1B+ of CASH in the next two years by either selling MSTR or selling Bitcoin. STRC is <$90 and isn’t bouncing back, so that’s not an option (and it would be a little insane to raise cash via the asset you’re paying the obligation to). The premium for the mNAV is approaching 1, so selling MSTR won’t be a viable option much longer. So the responsible thing you should do is cut your losses sooner rather than later and sell the Bitcoin now. The lower the price is that you’re forced to sell, the more BTC you’ll be forced to sell to raise the same amount of cash.In reply to · 17 Jun 2026, 20:16 UTC · context given to the AI
They’re starting to panic. https://t.co/NrfPk1ZhPv https://t.co/rbRnaDdollWhy? Read this: https://t.co/qv71QK6VZ4View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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