Inflection Point(@BWInflection):$MSTR's marginal dollar may need to go to cash, not Bitcoin. @dlawant explains why Strategy’s priority should be rebuilding its fiat reserve rather than aggressively buying Bitcoin or retiring STRC. The strategy works better if the market believes the dividend stack is durable.

Inflection Point

@BWInflection

A podcast for professionals navigating crypto’s institutional future. Hosted by @marcarjoon @Matt_Hougan @marcryptonio @dlawant Built by @Blockworks

Joined February 2022

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Inflection Point@BWInflection

2026.06.25 16:01

$MSTR's marginal dollar may need to go to cash, not Bitcoin. @dlawant explains why Strategy’s priority should be rebuilding its fiat reserve rather than aggressively buying Bitcoin or retiring STRC. The strategy works better if the market believes the dividend stack is durable.