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Jimychanga's avatar

Update on STRC!

The upcoming STRC preferred from Strategy appears more attractive than first thought (not advice. do your own due dilligence always!)

STRC (Strategy’s Stretch Preferred Stock) is set to settle and list on July 29, 2025, and it’s very likely to become available in regular brokerage accounts like Fidelity, Schwab, TD Ameritrade, and Public.com2.

🛒 Availability at $90

The IPO price is $90 per share, which is below the $100 stated value.

Most brokerages will list STRC at or near this price on launch day, but market demand could push it higher or lower.

Early trading may reflect volatility, especially given the oversubscription and Bitcoin tie-in.

💰 Dividend Yield at $90

STRC pays a variable monthly dividend, starting at 9.00% annualized on the $100 stated amount2.

If you buy at $90, your effective yield is 10%:

Yield

=

9

%

×

100

90

=

10

%

Dividends are paid monthly, beginning August 31, 2025, and may adjust slightly each month (±0.25%) depending on market conditions and SOFR rates4.

🧠 Strategic Insight

Strategy intends to adjust the dividend rate to keep STRC trading near $100, so buying below that could offer capital appreciation + higher yield.

It’s designed to behave like a short-term bond, but with crypto exposure via Strategy’s Bitcoin treasury

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Jimychanga's avatar

Income Investor Folks!

STRD preferred is a steal today at $94, yielding close to 11%. Buy for the income (paid quarterly) but dont be surprised if the price rises another 25% to around $120 this year. Demand is yuge.

*not advice. Do your own due dilligence ... now!*

Ticker STRD

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Castellum Divisorium

Roman Aquaduct engineering was way cooler than you think

https://youtube.com/shorts/G-4BHHYR2Cg

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Didn't expect 2 hours of spiritual journey, but this is one of the best "investing" interviews I've heard in a long time.

Good stuff:

https://youtu.be/IUI5MEskL1I

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Tom Lee's BMNR has more than doubled since we highlighted it here month ago.

Listen to what happens next when they turn on the staking dividend and how that 300 million in base revenue effects valuation as they stack ethereum.

Mindblowing

https://youtu.be/4Ga6GcMl3_c?si=0sn2bbeNK2nC_ImX

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Again, if you just want to generate a nice 10%+ dividend in a preferred that's 5 times over-collaterlized, you should be very excited about STRC.

It's not what you think. It's way better.

STRC Strategy Inc 9.0% SERIES A PERPETUAL STRETCH PREF STK

$95.05 (yep, 5% below par...treat yo-self!)

*not financial advice. Do your own research*

https://youtu.be/Uf4KCR3gxvE?si=RAabKxiFXOq8l6zs

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Jimychanga's avatar

INCOME: NOTES TO SELF on STRC: (currently trading under 100! -Lock in "bonus" dividend rate?

(*not advice. DYOR!)

🧩 STRC: MicroStrategy’s 9% Series A Perpetual Preferred (“Stretch”)

🔐 Structural Highlights

Monthly 9% dividend (initially $0.80/share) based on $100 par value.

Cumulative and compounding: Missed payments accrue with interest.

Overcollateralized 5:1 with Bitcoin: For every $1 of STRC issued, MicroStrategy holds ~$5 in BTC2.

Seniority: STRC ranks above common equity and other preferreds (STRD, STRK), but below debt and STRF.

Redemption rights: MicroStrategy can redeem at $101 + accrued dividends; holders can demand repurchase at $100 + dividends upon a fundamental change.

🎯 Price Stability Mechanism: How They Keep It Near $100

MicroStrategy has publicly committed to keeping STRC trading near its $100 target. Here's how:

Dividend Adjustment Lever: The board can adjust the monthly dividend rate to incentivize price convergence toward $100. If STRC trades below par, they can raise the yield; if it trades above, they can lower it2.

ATM Issuance Discipline: Through a $4.2B at-the-market (ATM) program, MicroStrategy only issues STRC shares within a narrow $99–$101 band (pre-fees), reinforcing price stability.

Market Signaling: This disciplined issuance and yield tuning create a feedback loop that anchors investor expectations and discourages speculative mispricing.

📈 Upside Opportunity

Yield Compression Potential: If STRC gains broader adoption, its yield could compress toward traditional preferred benchmarks (e.g., 6–7%), driving price appreciation above par.

Bitcoin Appreciation: STRC is indirectly backed by BTC. If Bitcoin rallies, the overcollateralization strengthens, reducing perceived risk and potentially boosting STRC’s premium.

Institutional Adoption: STRC offers a compliant, yield-bearing vehicle for institutions seeking BTC exposure without custody headaches.

⚠️ Risks to Watch

Risk Type Description

BTC Volatility While STRC is less sensitive than MSTR common, a major BTC drawdown could erode collateral cushion.

Dividend Pressure If BTC underperforms, MicroStrategy may face strain maintaining high dividend payouts.

Liquidity Risk STRC is relatively new; secondary market depth may be limited compared to traditional preferreds.

Regulatory Overhang Any shift in crypto regulation could impact MicroStrategy’s treasury strategy or investor sentiment.

Issuer Discretion Dividend adjustments are at MicroStrategy’s discretion—investors must trust management’s alignment.

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Jimychanga's avatar

Learn more about the coming STRC preferred!! Income investors won't want to miss this

https://youtu.be/FqlcPxqxgms?si=e6CLCfN1D9KhUQ_-&t=212

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Jimychanga's avatar

Launching in August... The most conservative MSTR Preferred, targetting the vase money market with a 9% yield.

NEW Microstrategy Preferred announced yesterday completing the stable of STRK, STRF, STRD and now STRC.

The STRC stock—officially known as Strategy’s Variable Rate Series A Perpetual Stretch Preferred Stock—launched on July 21, 20252.

Here’s a quick snapshot of what it offers:

📈 Key Features of STRC (“Stretch”)

IPO Size: 5 million shares at $100 each

Dividend Structure: Monthly dividends starting at 9.00% annually, with Strategy retaining the right to adjust the rate within limits

Purpose: Proceeds will fund Bitcoin acquisitions and general corporate needs

Redemption Rights: Strategy can redeem shares at $101 plus unpaid dividends once listed on Nasdaq or NYSE

Michael Saylor’s firm (formerly MicroStrategy, now rebranded as Strategy) is positioning STRC as a yield-bearing vehicle that indirectly tracks Bitcoin performance—almost like a synthetic stablecoin with upside potential.

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Jimychanga's avatar

Update. Microstrategy preferreds STRK and STRF up ovrr 30% since mentioned here. STRD is still cheap and yielding around 11%. Its newer, a little further down the capital stack, but Ill be yiu see it run from 95 to 120 in the next few months while paying you 11% apr quarterly. Not advice, but youll be happy. Come back and check in August.

Thats ticker STRD, preferably in your IRA.

Also, have you taken a look at SSK, the first solana staking ETF, yielding 8% plus solana appreciation? Do it!

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Heads up. That's a double in four days in stable coin company common stock ticker CRCL. Consider taking half off the table.

Good times!!!!!

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JORDAN PETERSON: The Bitcoin Interview with Michael Saylor.

"There are some things you really need to know today"

DON'T MISS THIS

https://youtu.be/7hyoONj4nEY?si=PgzuyNQH25wcmJxo

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Analysts Agree: Bitcoin to Lead, Other Coins to Explode in 2025

The market is aligning behind a familiar playbook — Bitcoin leads the charge, then other cryptocurrnecies deliver exponential returns. Top analysts are watching for the following confirmations:

Bitcoin closes above $109,358 on the weekly chart

Altcoin Index rises above 50

BTC Dominance starts trending down with volume

All of this supports the thesis that altcoin 2025 is not only likely — it may be inevitable.

Conclusion: Altcoin Season 2025 May Already Be Brewing

The stars appear to be aligning. From historical accumulation cycles to Bitcoin dominance reversal patterns and analyst price targets, the signs are all there. If you're still in the crypto space, this is not the time to exit. Instead, it might be the most strategic moment to position for the upcoming wave. Altcoin season 2025 may be the most explosive cycle yet — so keep an eye on its chart pattern and latest crypto news.

https://coinmarketcap.com/community/articles/684923dd02e826605fb34a9a/

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Don't ignore Ethereum. It's heating up and far from "dead". Listen up

https://youtu.be/fqke2tdDVJA?si=jmC5w5Sqbct8uyhv

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Breaking! Indications that a slew of crypto ETFs are about to be approved,including STAKING and IN KIND TRANSFERS.

see 35 min mark

https://www.youtube.com/live/L6JEH9jByzY?si=Ic-_ONnLuOkGOWdU

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Full analysis: Is the L.A. insurrection organic or engineered? I have a full report for you today on the LA riots and what corrupt California officials are trying to do to plunge the USA into an escalating civil war.

We are in the danger zone now, and occupying sabotage agents may be activated to target 17 U.S. cities (I've got the list in today's broadcast).

Be fully prepared for an escalation of these events, and for the violence to spread across the country. Massive riots are planned for next Saturday, in every major U.S. city.

Full details in today's broadcast here.

https://www.brighteon.com/e4ada625-a8d6-4836-a9dd-f8e4e54d7d9c

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