James Van Straten|Jun 07, 2026 14:11
The logical move would have been to sell bitcoin to fund the STRC dividends for longer than 6 months. Guess I was wrong.
The MSTR mNAV was above 1.22x for the entire week. I don’t really see any benefit of buying Bitcoin compared to funding dividends.
I thought Strategy was the large seller this week. Maybe Iran?(James Van Straten)
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