链研社|AI First🔶💧
链研社|AI First🔶💧|Jun 18, 2026 14:10
Although micro strategies may not cause thunderstorms, the suspension of STRC interest may be the main reason for anchor detachment. The last time Bitcoin broke $60000, it was $94. Now Bitcoin is $64000, but it has actually broken $90. The last time the micro strategy lost its anchor was through interest rate hikes, which also caused a sharp drop in Bitcoin due to selling coins to pay interest. It needs to be made clear that STRC is a risk based non explosive signal. What I don't understand is that last time, Micro Strategy transferred over a thousand bitcoins directly from its account, so it's normal to worry about holding STRC perpetual preferred stocks. Although there are still many cards left to be played in the micro strategy, it is also in a dilemma. If the market is not desensitized like last time when selling coins to pay interest, the decline of Bitcoin will further affect financing ability. Buying more than a thousand bitcoins last time spent even more of the reserve funds that could have been used for interest, and became even more short of money. If ATM financing and collateralized Bitcoin lending are involved, then don't worry about the stock price. There will still be pressure to repay the principal with convertible bonds next year, and if Micro Strategy continues to aggressively increase its holdings, everyone won't be able to fear it The reason why the micro strategy I previously wrote won't explode in extreme situations is https://(x.com)/lianyanshe/status/2062474763625207? s=20
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