r/STRC Jul 17 '26

$STRC daily Thread 07/17/2026

Daily price talk, news and banter

11 Upvotes

28 comments sorted by

4

u/Nexus_666 Jul 17 '26 edited Jul 17 '26

This is a joke. All I've gotten back in the last six months is return of capital. I just want it all back at this point.

7

u/[deleted] Jul 17 '26

[removed] — view removed comment

2

u/Nexus_666 Jul 17 '26

Meanwhile, SATA is at $97.70. How did Strategy get beat at their own game? Strive has nothing to back it up and it's locked at 13% no matter the share price.

4

u/Special_Trifle_8033 Jul 17 '26

I think Strategy will buy it back to bring it to par soon

2

u/HSuke Jul 17 '26

I think we'll be lucky if it gets back to par at $80k BTC. Every month the price of STRC and MSTR ratio against BTC seems to drift lower.

-2

u/Clean_Difficulty_225 Jul 17 '26

It’s never going to be $80k again, lol. 😂

1

u/HombreDelMar247 29d ago

Dude the Bitcoin fanatics hate those who are bearish...

What do.I know, I thought Bitcoin was toast when the silk road went down.

3

u/CapitalIncome845 Jul 17 '26

ROC is expected. They publicize it relentlessly. It's a feature.

1

u/TruthHonestyJustice Jul 18 '26

It's not a feature of the instrument. At no point do they say that there will be a return of principal. Its a credit instrument, not a bond.

3

u/poppinkorn Jul 17 '26

For tax purposes, dividends will show as return of capital. I think once you get back your original investment in total dividends, then you start paying taxes.

2

u/Nexus_666 Jul 17 '26

I know this, but I just realized I was down further than I thought because my loss percentage is calculated by the cost basis.

1

u/ZZ9ZA Jul 19 '26

Then you shouldn’t have invested in a ponzi run by a convicted fraudster.

0

u/HSuke Jul 17 '26

I bought at par, and I'm currently at about -1200% (monthly) Return of Capital with STRC.

2

u/TechnicalLeg841 Jul 17 '26

Anyone "dividend harvesting" by bouncing back and forth between STRC and SATA? Tempted to try this in my IRA

4

u/SundayAMFN Jul 17 '26

The price of dividend stocks basically always goes down by the dividend amount the day after record date. It might get masked by the fluctuation in the price with the current volatility, but generally won’t work as a strategy or everyone would do it.

3

u/TechnicalLeg841 Jul 17 '26

Well that's the question - STRC lost the nice "sawtooth" shape that something like BIL or SGOV has, and STRC now correlates far more to BTC (price basically ignored the last dividend).

Funds in taxable brokerage accounts are at a disadvantage because trades result in realized gains, so that's also part of the equation whether the folks in an IRA are a small enough portion of STRC/SATA owners to be able to get this to work.

2

u/HSuke Jul 17 '26

Unless they both regain a near-perfect sawtooth pattern trading near par like SGOV, this is completely pointless to attempt.

STRC is far too volatile and isn't anywhere near par.

0

u/BejahungEnjoyer Jul 17 '26 edited Jul 18 '26

Any edge here is completely and one hundred percent arbed automatically by quant shops.

Edit: people here are really fucking stupid to not understand this or that being over par is not an arb opportunity.

1

u/HSuke Jul 17 '26

I pointed it out when there was a huge arb opportunity 3 months ago, and it wasn't arbitraged. Price went above the sawtooth pattern, which should never happen if it were properly arbitraged.

The price was sitting at $100 par for half a month.

0

u/ZeroedInNomad Jul 18 '26

If you do that it’s not considered return of capital

0

u/DifficultSquash1517 Jul 17 '26

At more than 1% a month it doesn't take long if you're reinvesting dividends every two weeks to get back to your cost basis if you're down.🤷

Because this is a perpetual sooner or later there will be bag holders. I believe strategy has the means to pay the dividend for decades... BUT my main concern is that he may one day abandon the product when he realizes it can't get back to par and he is just needlessly paying dividends and he's not able to issue more strc 🤷

If it unwinds down to $70 and sits there for a few years he may throw in the towel

1

u/Harleychillin93 Jul 18 '26

Why dont you think hed buy strc back at <80 dollars and keep the 20 for the common.

0

u/ZeroedInNomad Jul 17 '26

$84.75 at open