danhillery (danhillery)

If STRC's market cap grows so aggressively that it can become, say 50% amplification for the common by itself, then theoretically, STRC has grown larger than MSTR at Book value. I think there is a definitely a world where this is the case, especially with a USD reserve and dampened Bitcoin volatility. So what does MSTR represent, the value in the difference between the annual realized cagr of Bitcoin minus the annual obligations on preferred equities compounded forever.

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A lot of people, traders included, see the world through "Yield." STRC solves this problem for people who don't like compounding assets that are volatile, but instead in lower, yet predictable yield. To each their own.

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Solid

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@danhillery When, inevitably, Strategy's amplification reaches 50%, and higher, MSTR will represent a claim over the perpetual compounded difference between Bitcoin's cagr, and the preferred equities cagr, which is ultimately the difference in Bitcoin's real rate of return vs. that of fiat dollars.

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