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Meet STRC, STRK and STRF

These are preferred-stock instruments Strategy issued to raise capital for bitcoin buys and to offer investors a yield-bearing product tied to the company.

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Fixed obligations, variable bitcoin price

Preferred dividends are due in cash on schedule regardless of where bitcoin trades, which is what makes them a forcing function for sales in a flat market.

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Cheaper to sell than to raise new capital

When bitcoin sits well below cycle highs, issuing new equity or debt gets expensive, making an opportunistic BTC sale the more rational treasury move.

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This wasn't visible while bitcoin was rising

During the accumulation-only years, cheap new capital covered dividend costs without touching the bitcoin stack; that cushion is thinner now.

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What to track going forward

Watch Strategy's preferred-dividend payment calendar alongside its bitcoin purchase announcements to gauge when further sales become more likely.

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