Samson Mow is one of Bitcoin's loudest and most accurate evangelists. CEO of JAN3, key architect behind El Salvador's Bitcoin legal tender strategy and their Volcano Bonds, and has a habit of being right. His latest? Pointing at STRC and yen carry traders in the same sentence. Here's why that matters: Japan's borrowing rate is 0.75%. Basically free money. Carry traders borrow cheap yen and park it wherever pays more. US Treasuries pay 4.3%. Cool, you make 3.55% on the spread. Go buy a cardigan. STRC pays 11.50%. Borrow at 0.75%, earn 11.50%, pocket 10.75% and Strategy uses your money to buy Bitcoin. You don't need to believe in BTC. The yen does the work.(Lark Davis)