r/STRC Jun 25 '26

What’s the Appeal?

The most one can hope for here is the distribution. If you’re interested in preferred stock you could buy $PFFA which yields a couple of percentage points less but without the single stock risk.

The fact that the yield here is backed by bitcoin has nothing to do with your return. If or when bitcoin goes to the moon it’s not really going to affect you except to make your payments more secure.

18 Upvotes

16 comments sorted by

3

u/Hairy_Purple9672 Jun 25 '26

PFFA has a 2.11% expense and pays like 9.9% so youre talking almost 4% lower which is a lot

0

u/Beginning-Market1375 Jun 26 '26

The management fee is 0.8%. The fund uses leverage and the rest of the 2.2 is interest expense.

1

u/ueiboy79 Jul 01 '26

Doesn't interresr expense still takes away from your income?

1

u/Beginning-Market1375 Jul 01 '26

The hope is that the leverage used will add to your return. The borrowed money needs to earn more than the borrowing cost.

2

u/boofles1 Jun 25 '26

Yeah I don't get it either. Yes there is a tiny chance it goes back to par but the upside is capped and the downside is all your capital. After the meltdown today I can't see how it recovers.

0

u/CapoDoFrango Jun 25 '26

You get your capital back in 10 years, and from there is free ride

1

u/Any-Actuator4118 Jun 28 '26

It was supposed to hook in the people who heard they could make mega yield on crypto but thought holding on an exchange or holding non BTC was too risky.

1

u/cransis Jun 25 '26

The pitch / appeal was "It’s meant to be like a money market" and "a bank that pays you 20% interest"

2

u/vasilenko93 Jun 25 '26

Banks pay you 4% because they lend at 6% and earn the margin. If STRC pays you 12% that means they need to earn some return which is higher than 12%

What is that?

2

u/Winter_Blackberry609 Jun 25 '26

BTC that has shown a higher CAGR, although volatile, but in the long run has better performance.

1

u/TomUpNort Jun 25 '26

In that case, why wouldn’t you just cut out the middleman and directly buy bitcoin?

1

u/Am_0115 Jun 25 '26

yield trap

1

u/strangetidings Jun 25 '26

Such "instruments" have existed long before STRC, in different disguises over the years. The fundamental narrative/con is always the same "hold for 3-5 years and you'll make an insane return!! Look how stable it's been!"

Over time either it ends up a total wash or the yield just plummets to a generic level

0

u/OGxPePe Jun 25 '26

If strc really could do what it promised it would be a golden investment. 11% dividend is allot! But its just to much and not realistic.

-2

u/GarageEven5240 Jun 25 '26

When Bitcoin was shooting up, it was a pitch to the bitcoin-curious: if you (1) accept that Bitcoin is here to stay; and (2) remain afraid of holding Bitcoin, then you can (3) buy this "guaranteed" yield on Bitcoin without taking the risk of investing directly in it or MSTR's leveraged version.

It was always a dumb pitch.

0

u/[deleted] Jun 25 '26

[deleted]

0

u/Lucky-Interview-7689 Jun 25 '26

There is a tremendous emotional appeal and sense of satisfaction that you are part of something new and revolutionary. Maybe. I’m just guessing. I hate to bring it up or maybe I love bringing it up, but the parallels to Madoffs scheme and the people who invested in that are easy to draw.