About this episode
Strategy (MSTR) just bought another $264 million worth of Bitcoin, even as markets turn bearish and sentiment collapses. In this episode of One Chair, we break down what this latest MSTR Bitcoin purchase really means, why STRC has de-pegged from $100, and whether a STRC dividend hike is about to restart Strategy’s Bitcoin flywheel.We also discuss:• Why Strategy’s Bitcoin buying slowed last week• How STRC’s de-peg could impact future Bitcoin accumulation• Whether Michael Saylor might raise STRC dividends by 25–50 bps• The upcoming earnings blackout period and what it means for new buys• Why Strategy is still issuing stock above book value• Strive’s aggressive move to retire convertible debt using preferred shares• What all of this means for Bitcoin treasury companies• Macro fear, geopolitics, tariffs, and market sentiment• Why long-term Bitcoin fundamentals still look bullishDespite weak Bitcoin price action and negative sentiment, Strategy continues stacking BTC — showing just how committed they are to their Bitcoin treasury strategy.00:00 Strategy’s latest $264M Bitcoin buy02:30 STRC de-peg & dividend hike speculation06:39 Strive's Aggressive Fundraising Strategy09:40 Final thoughts & long-term outlookBig thanks to Little Bubble for allowing us to use his song: "One Chair": https://open.spotify.com/track/0XW7JgR2Nlg7WXGOeVT64h?si=a344b82984f74f81? EVENT ? Make sure to get your One Chair Podcast Ticket!- Front Run — The Bitcoin Treasuries Pre-Party: https://luma.com/FrontRunDISCLAIMER: This is not is financial advice. This podcast is for educational and entertainment purposes only.Thank you for listening!Follow us on:- X: https://x.com/OneChairPod- Youtube: https://www.youtube.com/@OneChairPod
