Marc Arjoon, CFA 🟪(@marcarjoon):I think @MicroStrategy should - Build the cash reserves - Hold rates on $STRC - Sell puts (provides income for dividend coverage and the risk is being forced to buy $BTC) Once the balance sheet is healthier, if the discount still exists then repurchasing is an option.

2026.06.26 13:01

I think @MicroStrategy should - Build the cash reserves - Hold rates on $STRC - Sell puts (provides income for dividend coverage and the risk is being forced to buy $BTC) Once the balance sheet is healthier, if the discount still exists then repurchasing is an option.

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.

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