STRCSTRC
Saylor (and others) have claimed the end of the Bitcoin cycle. I don't know if that's true but time will tell. One of the differences is that we now have products like $STRC that remain attractive on a daily basis, currently yielding 11% APY, which proceeds will be used to purchase the remaining BTC float.
STRC as of Thu 15, Jan 2026
I don't know what happened in November, but since the price has recovered and the monthly dividend product is back on par (100). This financial instrument should correct each time a dividend is paid out. So it should theoretically retrace ~1% every payout (11% / 12 months roughly).
When the product is at par, Saylor uses the STRC ATM to buy more Bitcoin. You can clearly see the volume is increasing when the price is at $100, which is a sign the product is working accordingly.
Interim Conclusion
I hope this product is going to be a success and will buffer the bear markets. Saylor said the launch of STRC was Strategy's Iphone moment. Let's see how it develops from here. Getting a risk free 11% is certainly an attractive deal for the shy investors out there, and I'd expect the demand for it is going to increase as it is superior to most bonds in the market.
It’s crazy how much hate this product get. The trade is quite simple
Take something that is infinite buy something that is finite.
It’s a speculative attack using the public markets to do so.
People forget why the stock market exists. It’s an opportunity for companies to raise money and grow their business and hopefully return the capital to the investors via dividends or appreciation.
Saylor is 100% transparent what he wants to do.
Take your dollars and buy bitcoin with it.So his company captures the upside bitcoin will bring 20-50 years from now and you get your fiat price exposure and a dividend for any cash needs you have today.Could this end? Absolutely! Anything can end or go badly.
But if it doesn’t well you get left behind!
That is all that happens. All the people who buy STRC and get 11% will crush all the dividend stocks paying sub 6% all the banks and their lame CDs that pay 4% treasuries that pay 4% and the list goes on and on.
Plus the real psyop is that people think banks and treasuries are safer that STRC like sure if the system blows up you will be made whole by the Fed and if STRC blows up you can be left holding the bag but Bitcoiners are already taking that gamble anyway by having as low a fiat balance as possible.
Just remember every time Saylor buys corn he pumps our fiat bags and which sadly leaves less Bitcoin for the rest of us.
I admit I don't know much about the vehicle of Saylors but this statement is very true. I'm often surprised how many bitcoiners seem to not understand the merits and value of stock markets.
Of course fiat distortion is a factor but they predate fiat pumping. Even during more sound money times stock markets held merit. Fiat simply has forced people into the markets that in a sound mk ry world would simply save in bitcoin or whatever money. Gold or gold backed money.
I think a significant number of bitcoiners didn't learn economics in either the classical or Austrian schools prior to finding bitcoin and it is just showing up here.
What do you think?
We get into this weird space where people seem to want sound money and freedom but don't want stock markets which you can't stop if you have those two things.
I think certain bitcoiners are motivated by hatred for the current system. It's understandable, but it would be nice if they could move beyond that. I feel the same way about a lot of socialists... they hate the system, which is understandable, but I wish they'd dive deeper in their thinking beyond hate, and instead thinking about the different parts of the system and where it's good and where it's bad.
Yeah, good comparison.
Exactly and how bitconers laugh and dunk on bitcoin treasury companies because they lost 99% of their fiat price. But yet those same very companies have a massive stack of Bitcoin that none of will ever achieve.
The market is mis-pricing bitcoin on mass.
Thus Bitcoin treasury companies sold off.
In a post Bitcoin world people will still need credit to try and solve problems and return a profit for doing so.
That's entirely too rational and not based enough. Do you even eat beef? Soyboy
Exactly! I was reading Saifs book and what keeps America from being full blown communist is the stock market and the deep capital markets.
The price signals and weak enforcement has turned markets into a casino. The fact ford is still in business with its debt load is ridiculous. So many other zombie companies that get the nod to access public markets is also a major problem.
This is why I push back against hard core maxis like Darthcoin. His hate for companies is misplaced!
Plus people have no idea the incredible risk these companies take and how they are constantly getting sued.
Corporations often suck. But this is largely due to the incentives of having to buy off the leach class to avoid being legislated out of business. Since man is a evil greedy race we will always have bad companies but in a rigged system they are worse.
I'm with ya. Freedom means you have markets, companies, and financial systems. It's dumb to think they will stay the same in a post bitcoin world but also dumb to not see the value.
People hate it because they hate fiat.
I don't think it registers to them that this is fundamentally a judo move, it is using fiat to destroy fiat.
Regardless, at the end of the day, its fine if people hate it. The beauty of bitcoin (and freedom in general) is people can choose how they want to interact with it. So we each can choose to just interact with pure Bitcoin free from any fiat entanglement.
Exactly!!! The beauty of free and open protocols!!!
https://twiiit.com/adambliv/status/2011501181026132240
same same
Today was the dividend payout.
Seems that it's more stable now and creeping back up to par already on day 1.