Ran Neuner|May 19, 2026 18:11
I have a serious question.
What happens if STRC doesn't go back to $100?
The way I it is a follows:
- Holders of STRC receive the dividend regardless of the price.
- If STRC doesn't go back to $100m then Saylor can't sell more to buy BTC.
- That is bad for BTC because the market will realize that the biggest buyer can't raise cash.
-If STRC has one or 2 months where it doesn't hit $100 the market realizes that its not actually worth $100, it could be worth $70, $50, who knows...
- As soon as that happen we get a death spiral of sorts where Saylor has to keepo raising the yield to try get it back to $100. The only problem is that the more he raises the yield , the more BTC he may need to sell...
What am I missing?
Serious comments only please.(Ran Neuner)
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