$MSTR: Below $90, Under Investigation, And Cornered

$MSTR is below $90 for the first time in years. $STRC is at $76, 24% below par. Bitcoin is breaking below $60,000. And this morning a securities investigation was opened into Strategy and $STRC.

But the price action is only part of the story.

In this video I break down the specific mechanics that are making this situation worse with every week that passes, why the equity premium disappearing is more dangerous than most people realise, why capital markets being open is not the good news bulls think it is for existing shareholders, and why the choice between diluting shareholders or selling Bitcoin is becoming harder to avoid.

Topics covered:

Why MSTR is down 83% when Bitcoin is down 50%
The equity premium as the engine of the model and what happens when it disappears
Why issuing shares to pay dividends and costs is dilutive regardless of premium
The 32 Bitcoin sale that barely registered on the reserve but moved the equity hard
Why selling Bitcoin risks triggering a feedback loop nobody wants
The securities investigation and what it means for $STRC's future as a product
What Monday's announcement could look like and what to watch for

Like and subscribe
If you are interested in sponsoring or supporting the channel head to seymoursats.com for more details.

This is not financial advice.

Видео $MSTR: Below $90, Under Investigation, And Cornered канала Seymour Sats