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Published 29 Jun 2026, 12:24 UTC · fetched 3 Nov 2026, 10:55 UTC
Ignas
@DefiIgnas
Quoting · 29 Jun 2026, 12:03 UTC · context given to the AI
Strategy announces a Digital Credit Capital Framework designed to strengthen Digital Credit, enhance liquidity, preserve long-term Bitcoin exposure, and support long-term value creation. $MSTR $STRC https://t.co/P770rd7fva“Strategy is evolving from one-way capital issuance to active capital management,” said Phong Le, Chief Executive Officer of Strategy. MSTR now trades near 1x NAV, so dilutive share issuance slows here. But Strategy is a now closed-end fund arbitraging its own NAV with BTC selling potentially coming :(View original on X ↗
Deterministic: the same prices and policy always give the same result
r = 58300.9 / 59857.65 − 1 = -2.6%d × r = +2.6% (neutral only if the price is unchanged) → correctOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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