pull down to refresh

Here's my 30,000 ft question: If he runs the strategy in reverse and buys back distressed shares by selling bitcoin, will he have bitcoin left at the end?

If so, isn't his downside pretty much just walking away with a (probably still huge) stack?

"Walking away "

is not just simple or possible because he doesn't own the Bitcoins personally or directly, they belong to a publicly trade corporation.
reply

The point is that it's not a huge problem if the bitcoin can actually buy back the shares. The treasury company would still have a bunch of bitcoin behind their shares, for whatever shareholders remain.

reply
Even if the treasury still has Bitcoin, the remaining shareholders see their stock portfolio value decimated.
reply

That depends on whether bitcoin recovers

reply
If Bitcoin climbs back above Strategy's average purchase price of $75,651, then their entire crisis is solved.
However, if it continues to drop, the the company's preferred stock structure fundamentally changes the outcome for the remaining shareholders.
reply

That ignores accretion

reply

Sure 👍

reply

Bingo!!

reply

Possibly. At the rate BTC/USD is going, my guess is no.

Either way, even if he succeeds, it amounts to a maaaassive rugpull of absolututely everyone

reply