BloFin Research|Aug 05, 2026 11:30
🟢 STRC rebounded 30% in 6 weeks!
🔴 6 weeks ago Strategy's preferred stock crashed to an ATL of $71, over 28% below its $100 par. Today it's back near $93.
The recovery came from Strategy defending the peg with everything it has.
Last week alone it sold 1,638 BTC, raised $290M by issuing MSTR shares, bought back 912K STRC shares, lifted its USD reserve to $4B, and kept the dividend at 12%.
The cost is a series of tradeoffs.
BTC purchases are paused, holdings are shrinking, and the dilution lands on MSTR common shareholders.
💡STRC holders got their confidence back. But the bill didn't disappear. It just moved.(BloFin Research)
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