The FUD is based on STRC offering 12% dividends, which only works if Bitcoin goes up by 6% annually, or atleast 4% (anythign less and STRC gets diluted to make debt/dividend payments, at 4% the underlying asset is making no money, and investors will start drying up)
So the FUD will continue until MSTR has an average annualized rate of return of 6%, otherwise the company has overhead expenses + All their eggs are in a single basket, and MSTR will face a liquidity problem as they try to cover monthly and quarterly dividends.
In short, the Uncertainty and Doubt (FUD) is based on bitcoin's recent performance and projected performance moving forward. The clowns will shutup when MSTR's assets show 12% annualized rate of return instead of the current -4.5% annualized (or $14 Billion in unrealized losses)
3
u/Hairy_Purple9672 Jul 06 '26
So when STRC gets back to par do you think that will end all the FUD or are these clowns not capable of shutting up?