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Strategy's new capital plan: cleaner toolkit, same core risk.
Up to $1B in MSTR buybacks, $1B in STRC buybacks, dividend to ~12%, cash buffer to $2.55B — and permission to sell up to $1.25B BTC if needed. Market liked it: STRC and MSTR popped 12%+ after hours.
But the debate isn't settled.
Bears see a still-reflexive loop (funding → BTC → cap → funding) that can run backward under stress, with some drawing LUNA comparisons. Others argue the real risk was never BTC price — it's capital market access.
A 3-year stress test shows the company surviving even a 55% BTC drawdown with markets shut — at a steep cost to shareholders' BTC-per-share.
Full breakdown 👇
https://cointelegraph.com/features/does-strategys-new-capital-plan-put-an-end-to-death-spiral-fears
News | Markets | YouTube
Up to $1B in MSTR buybacks, $1B in STRC buybacks, dividend to ~12%, cash buffer to $2.55B — and permission to sell up to $1.25B BTC if needed. Market liked it: STRC and MSTR popped 12%+ after hours.
But the debate isn't settled.
Bears see a still-reflexive loop (funding → BTC → cap → funding) that can run backward under stress, with some drawing LUNA comparisons. Others argue the real risk was never BTC price — it's capital market access.
A 3-year stress test shows the company surviving even a 55% BTC drawdown with markets shut — at a steep cost to shareholders' BTC-per-share.
Full breakdown 👇
https://cointelegraph.com/features/does-strategys-new-capital-plan-put-an-end-to-death-spiral-fears
News | Markets | YouTube
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140+ companies — including Visa, Mastercard, Stripe, Coinbase and BlackRock — just backed Open USD, a new stablecoin that shares reserve earnings with users instead of the issuer.
Drop your take in the comments, best replies get Telegram Premium 🎁
Drop your take in the comments, best replies get Telegram Premium 🎁
Anonymous Poll
32%
Neutral, watching — need to see real adoption
21%
Mildly bullish — healthy competition in the space
27%
Very bullish — this is the future of stablecoins
20%
Skeptical — network effects favor USDC/USDT
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Will Bitcoin fall below $50K?
Bitcoin quantitative analyst TheRealPlanC doesn't think so, and explains why in our latest interview.
https://youtu.be/iOiUiGwb59I?si=yMBrf9foK2pH44vV
News | Markets | YouTube
Bitcoin quantitative analyst TheRealPlanC doesn't think so, and explains why in our latest interview.
https://youtu.be/iOiUiGwb59I?si=yMBrf9foK2pH44vV
News | Markets | YouTube
YouTube
Bitcoin Crash Below $50K - How Likely Is It? Plan C Weighs In
In this exclusive interview at BTC Prague, Cointelegraph sits down with Plan C, a Bitcoin quantitative analyst and creator of the Bitcoin Quantile Model, to discuss the data behind his long-term Bitcoin price projections. Plan C explains why he believes Bitcoin…
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🇺🇸 BULLISH: SEC Chair Paul Atkins says the agency is taking “historic steps” to move US markets onchain.
News | Markets | YouTube
News | Markets | YouTube
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🇷🇺 LATEST: Russia’s central bank governor says the digital ruble is ready for wider use starting Sept. 1.
Read more: https://cointelegraph.com/news/russia-digital-ruble-rollout-september-central-bank-governor
News | Markets | YouTube
Read more: https://cointelegraph.com/news/russia-digital-ruble-rollout-september-central-bank-governor
News | Markets | YouTube
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