RE: LeoThread 2026-04-26 18-18

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The claim that Bitcoin only needs to rise about 2% per year to indefinitely cover an 11.5% yield on $STRC assumes $MSTR stops issuing STRC. In reality, MSTR is increasing issuance.



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The more STRC MSTR sells, the more BTC must rise to cover the yield. If STRC's price falls, MSTR will have to raise the yield to restore its price to 100.

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To cover the yield with Bitcoin, MSTR must sell BTC — and the more BTC MSTR sells to pay the yield, the more downward pressure on BTC.

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The only way to stop the death spiral is for MSTR to cancel the dividend; then STRC collapses, dragging MSTR and BTC down with it

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