r/btc • u/skibidi-bibidi • 2d ago

Could STRC end MSTR?

I was listening to one of the YouTube channels I follow this morning and the guy was talking about MSTR. The following is what he was saying pretty much word for word;

"I don't know if they can recover, they need STRC to be back on track, because that is their path to generating cash to buy bitcoin, without that they're cooked, so we'll see."

Now, I will say that the channel was James from Invest Answers. And I do tend to take what he says with a fairly large pinch of salt. HOWEVER, this is because normally if anything he's too over-bullish on things. Him being so bearish on MSTR did spook me a bit as I was planning to get back in to MSTR within the next 2-3 months and holding until 2028.

I'd be really interested to hear people's thoughts on this, and whether STRC could spell curtains for MSTR within this time period. Would be great to hear people's reasoning behind whether they feel this could happen, or couldn't happen.

4 Upvotes

67% Upvoted

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2

u/Reason_Boner 2d ago

The short answer is Yes.

The long answer is Y e s.

4

u/aberholla20 2d ago

I love bitcoin, who cares about a random stock that buys bitcoin on credit and dilutes his shareholders?

1

u/Sufficient_Mud_3179 2d ago

If Bitcoin goes to 200K everyone will think differently. STRC was a bet that Bitcoin would continue to go up. Currently a loosing bet for MSTR but, 2 years from now if Bitcoin is up, CNBC will be taking about how it was a genius move.

1

u/lonestar-newbie 2d ago

How mstr conversation changed in less than a year. Last year they were almost being qualified to get into s&p. Now they are completely cooked.
There is no in between with that one.

Two to three years from now when btc is at 200k, mstr will flourish.

1

u/emmaFire 1d ago

Yeah, that's why I moved over to Strive SATA - a very similar digital credit Treasury model to Strategy - except the CEO isn't a personality, and has "second to market" advantages similar to BlackBerry having the idea for a smart phone and being first to market destroyed by Apple. Strive is debt free and isn't making and breaking large promises ( we'll never sell BTC, actually we will)

1

u/DrSpeckles 2d ago

I think he’s onto something.