Published 6 Jul 2026, 16:07 UTC · fetched 3 Nov 2026, 10:55 UTC
Ignas
@DefiIgnas
Quoting · 6 Jul 2026, 13:15 UTC · context given to the AI
The same people that told you STRC was going to zero are now arriving at the completely wrong conclusions about the Strategy Bitcoin sale. They have missed the point entirely. This is all about working towards S&P 500 inclusion and a better credit rating for their products. For the first time ever, all 5 of the Strategy preferreds had their dividends paid for by capital raised through the sale of Bitcoin. This has destroyed the "ponzi" narrative and is a clear demonstration of their willingness to sell Bitcoin if necessary. It's also about proving that they can monetise their holdings even during a "Bitcoin stress"... words used by S&P Global back in October when they assigned Strategy their B- rating. No rational person can view this Bitcoin sale in any other way. They have just increased their USD reserve to $2.5 billion, they are not desperate for capital. The truth is, since October last year Saylor has been doing everything to address the concerns raised by S&P Global. 1) They established a USD reserve which has improved their USD liquidity. 2) They have paid back some of the convertible debt and made it clear they intend to pay it all back aggressively. 3) The company continues to demonstrate strong access to capital markets even during a "Bitcoin stress". Unfortunately you will see a lot of misinformation and FUD today but this should provide clarity amongst all the noise. Bullish on $MSTR.In reply to · 6 Jul 2026, 16:06 UTC · context given to the AI
Bullish selling if: - selling gets $MSTR into the S&P 500 S&P Global wanted proof they can raise cash during a 'Bitcoin stress'. Well, now they have it. And if inclusion happens, every boomer and VWCE investor buys MSTR passively every month. Strategy then can buy back all that BTC.Context: https://t.co/wpHoLuoNECView 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
Uses only text available at publication time
Think the interpretation or outcome is wrong? Sign in with X to request a correction, so reviewers know who is asking.
Sign in to request a correction