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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 β 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 β BTC β cap β funding) that can run backward under stress, with some drawing LUNA comparisons. Others argue the real risk was never BTC price β it's capital market access.
A 3-year stress test shows the company surviving even a 55% BTC drawdown with markets shut β at a steep cost to shareholders' BTC-per-share.
Full breakdown π
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 β 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 β BTC β cap β funding) that can run backward under stress, with some drawing LUNA comparisons. Others argue the real risk was never BTC price β it's capital market access.
A 3-year stress test shows the company surviving even a 55% BTC drawdown with markets shut β at a steep cost to shareholders' BTC-per-share.
Full breakdown π
https://cointelegraph.com/features/does-strategys-new-capital-plan-put-an-end-to-death-spiral-fears
News | Markets | YouTube
π₯19β€17π€‘7π€£4π±1
140+ companies β including Visa, Mastercard, Stripe, Coinbase and BlackRock β 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 π
Drop your take in the comments, best replies get Telegram Premium π
Anonymous Poll
32%
Neutral, watching β need to see real adoption
21%
Mildly bullish β healthy competition in the space
27%
Very bullish β this is the future of stablecoins
20%
Skeptical β 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 Bitcoinβ¦
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πΊπΈ BULLISH: SEC Chair Paul Atkins says the agency is taking βhistoric stepsβ to move US markets onchain.
News | Markets | YouTube
News | Markets | YouTube
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