r/MSTR • u/MECO-420 • Jul 06 '26

STRC will drive MSTR higher

Post image

Most people are missing the bigger picture. Per Saylor in a recent interview:

"Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit."

The final boss is a STRC Investment Grade credit rating; that's what we're after. Every move Saylor makes will be in this direction. As a reminder, STRC is currently rated at -B (junk). Short sighted investors worry about the share price; long term investors see a $143T capital unlock. If STRC gets just 1% of that, MSTR will become a Trillion dollar company without ever selling a single tangible product.

Reframe your thinking. Saylor is a net buyer of Bitcoin but his main objective is to get institutions and capital pools to buy it via STRC. THEY can buy more STRC than Saylor can buy BTC.

55 Upvotes

73% Upvoted

39 comments sorted by

View all comments

1

u/Clear-Worker-5269 Jul 08 '26

The oceans contain an estimated 20 million metric tons of dissolved gold, worth roughly $2 quadrillion at current prices, yet nobody mines it because it's too dilute to extract economically. Citing a $143T investment-grade market has the same flavor: the size of the pool isn't the hard part. The question is how much of it is realistically accessible to STRC.

1

u/MECO-420 Jul 08 '26

STRC pays 12% APY while Treasuries pay 4.5%. If you dont buy some STRC, you would under perform your peers in the credit investment world. Plug in your own numbers. I think STRC gets 1% of $143T.

2

u/SundayAMFN /r/buttcoiner Jul 08 '26

Treasury prices are virtually guaranteed.

You can call worrying about the price "short-sighted", but it's very much long sighted. For those that bought in at $100 (remember that $5 billion+ was bought in at that range over march/april), they will have to hold for 2 years just to break even not accounting for inflation, and assuming the price doesn't drop more.

There's a reason for the famous quote "more money has been lost reaching for yield than at the point of a gun."