Yan Liberman
Still think STRC had legs if Saylor hadn't burned so much cash repaying the 2029s. @fundstrat's ...
154 days ago•Yan Liberman•YanLiberman
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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STRC issuance could resume if Saylor sells enough BTC to address his cash needs; the author suggests reserving about 10% of each raise for 12 months of dividends to strengthen coupon coverage. The quoted proposal for BitMNR is to issue preferred shares backed by ETH staking yield: it estimates about $360 million in annual yield on 4.98 million ETH at $2,400, potentially supporting $3.6 billion of preferred at a 10% coupon, or $6 billion if ETH reaches $4,000. The author cautions that lower ETH prices would reduce yield dollars.

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About Yan Liberman
Yan Liberman

Yan Liberman

By YanLiberman

Managing Partner of @Delphi_Ventures Co-Founder @Delphi_Digital