Saylor catching heat for softening the "never sell your $BTC" mantra.
But institutions don't care about slogans. They care about Strategy's funding machine.
Best signal right now? $STRC price. Their preferred dividend stock (12% APY), designed to trade around $100.
Dropped to $74.25 in late June. Now back near $93.50.
Why the bounce:
• Dividend raised to 12%
• $4B cash reserve
• $1B buyback program
• Shift in narrative: willing to sell small $BTC amounts to cover dividends/interest
Yes, the messaging changed (Saylor claims "I meant my personal $BTC, not Strategy's"). But what the market is validating isn't abandoning Bitcoin. It's more active, mature liquidity and liability management.
Strategy is buying back $STRC itself. So the recovery isn't purely organic investor confidence. But it adds credibility to the model.
Bottom line: Market doesn't care about ideology. It cares about whether the machine works.
But institutions don't care about slogans. They care about Strategy's funding machine.
Best signal right now? $STRC price. Their preferred dividend stock (12% APY), designed to trade around $100.
Dropped to $74.25 in late June. Now back near $93.50.
Why the bounce:
• Dividend raised to 12%
• $4B cash reserve
• $1B buyback program
• Shift in narrative: willing to sell small $BTC amounts to cover dividends/interest
Yes, the messaging changed (Saylor claims "I meant my personal $BTC, not Strategy's"). But what the market is validating isn't abandoning Bitcoin. It's more active, mature liquidity and liability management.
Strategy is buying back $STRC itself. So the recovery isn't purely organic investor confidence. But it adds credibility to the model.
Bottom line: Market doesn't care about ideology. It cares about whether the machine works.