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Bitcustodes

@bitcustodes

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calendar_today26-03-2024 14:16:44

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Bitcustodes
@bitcustodes

13 days ago

Do the $MSTR senior prefs $STRF and $STRC look cheap here? Other corporates with similar 9-10%+ yields have far lower collateral value cushions. The #Bitcoin stigma discount in tradfi remains alive and well. Prefs need to do well or the mNAV to $BTC falls.

Do the $MSTR senior prefs $STRF and $STRC look cheap here? Other corporates with similar 9-10%+ yields have far lower collateral value cushions. The #Bitcoin stigma discount in tradfi remains alive and well. Prefs need to do well or the mNAV to $BTC falls.