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Published 27 Jun 2026, 23:52 UTC · fetched 3 Nov 2026, 13:49 UTC
Travis Kling
@Travis_Kling
In reply to · 27 Jun 2026, 23:26 UTC · context given to the AI
There is another option. Sell enough BTC/MSTR to buy 1-2yrs of dividends, this will put risks to rest for the rest of the bear. Do as you said, make no changes from here except to sell the $1.8B of BTC each year to pay the prefs. Pref holders get a centuury of income, they will return to par quickly. MSTR stops getting diluted, rides the devaluation of debt+prefs vs rising BTC price. Bitcoin market no longer has to worry about build up of leverage on 840k BTC, and easily handles div sell-side. Everyone wins, and the divs allow a centruty long graceful unwind of the treasury.Yup I get this option. It’s certainly in play and is perhaps the mostly likely outcome. My opinion is that BTC price would struggle under this scenario. It leaves too much Saylor risk in place on BTC. Too many deep pockets wouldn’t have interest in buying a lot of BTC in this scenario.View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Repeat call within an existing 24h episode
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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