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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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🔥 Trade Secrets: Episode 1
Why is a macro investor with 30+ years of experience watching Dogecoin so closely?
In Cointelegraph’s new show, Ciaran Lyons sits down with Wall Street veteran Jordi Visser to unpack why Dogecoin is his altcoin of choice.
And what it could signal for the next market uptrend.
Watch here:
https://x.com/Cointelegraph/status/2072960901242892710
News | Markets | YouTube
Why is a macro investor with 30+ years of experience watching Dogecoin so closely?
In Cointelegraph’s new show, Ciaran Lyons sits down with Wall Street veteran Jordi Visser to unpack why Dogecoin is his altcoin of choice.
And what it could signal for the next market uptrend.
Watch here:
https://x.com/Cointelegraph/status/2072960901242892710
News | Markets | YouTube
X (formerly Twitter)
Cointelegraph (@Cointelegraph) on X
🔥 Trade Secrets: Episode 1
Why is a macro investor with 30+ years of experience watching Dogecoin so closely?
In Cointelegraph’s new show, @itsciaranlyons sits down with Wall Street veteran @jv…
Why is a macro investor with 30+ years of experience watching Dogecoin so closely?
In Cointelegraph’s new show, @itsciaranlyons sits down with Wall Street veteran @jv…
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