The post Buy STRC and make 28%? Traders say no thanks appeared on BitcoinEthereumNews.com.
STRC by Strategy (formerly MicroStrategy) is now offering investors more than 28% upside potential if it returns to par and pays its dividends over the next year. But investors keep selling it anyway. Over the last week, STRC has declined 2% and is down 11% in 30 days. These sales in the face of Strategy’s generous offer are votes of diminishing confidence in management, including founder Michael Saylor. As of today, STRC was paying a 12% annualized dividend at full par value of $100 yet was on sale for under $86 per share. If that stock returns to Strategy’s intended $99-100 trading range and pays its dividends, investors would earn a total return of at least 15% on their stock price appreciation plus a stream of semi-monthly dividends. Even better, those dividends have beneficial tax treatment as return of capital, meaning that 12% is even higher than 12% for many investors on a tax-adjusted ba
Private blockchains could divert institutional capital away from public chains, potentially altering Bitcoin's value proposition and market dynamics.
The post JPMorgan warns private blockchains pose greater risk to Bitcoin than Strategy’s massive holdings appeared first on Crypto Briefing.
The post JPMorgan Names Bitcoin’s Real Threat appeared on BitcoinEthereumNews.com.
A recent investor note from JPMorgan analysts has argued that the true long-term risk to Bitcoin is not corporate sell-offs (which contradicts a plethora of recent opinion pieces). The real risk lies in institutions pivoting toward private blockchain networks. The MicroStrategy risk Earlier this month, on July 2, JPMorgan analyst Nikolaos Panigirtzoglou opined that Strategy’s sales created an “avoidable” two-way flow risk. This is a rather substantial concern, given that the company holds an eye-popping 4% of the flagship cryptocurrency’s total circulating supply after years of hoarding. $560 Million Record: CashCat Coin Takes Over Robinhood; Hyperliquid Joins XRP in Bitwise 10 Crypto Index; 105,742,020% in Bitcoin: Satoshi-Era Whale Awakens – Morning Crypto Report XRP ETFs Log One of Biggest Outflows of 2026 You Might Also Like However, according to JPMorgan, Strategy’s sales, which currently occupy
The post Debate Grows Over Strategy Using Bitcoin Sales to Fund STRC Buybacks appeared on BitcoinEthereumNews.com.
Key Takeaways Strategy hiked STRC’s dividend to 12% on June 29 while the stock traded near $87. Strategy authorized a $1 billion buyback with STRC as the initial priority target. Peter Schiff said STRC’s sub-$87 price signals Wall Street doubts Bitcoin’s growth pace. STRC, Strategy’s Variable Rate Series A Perpetual Stretch Preferred Stock, traded in the mid-to-high $80s this week, with some sessions dipping under $85. The stock has a 52-week range of roughly $71 to $100, and the gap between its market price and its stated par value has become one of the more debated topics on X in early July. A New Framework, an Old Discount Strategy unveiled a “Digital Credit Capital Framework” on June 29. The plan raised STRC’s annualized dividend to 12%, moved payouts to a semi-monthly schedule, and lifted the company’s USD Reserve to about $2.55 billion. That figure covers roughly 17.
The post Over 15 Banks Race to Tokenize Finance, and It Could Affect Bitcoin appeared on BitcoinEthereumNews.com.
More than 15 of the world’s largest banks are building tokenized finance on private blockchains, and JPMorgan says that shift, not MicroStrategy, poses the bigger long-term threat to Bitcoin (BTC). The bank’s analysts, led by Nikolaos Panigirtzoglou, argue that if payments and assets move onto permissioned networks, public blockchains could lose activity, liquidity, and capital over time. Wall Street Is Building Tokenized Finance at Scale JPMorgan’s Kinexys platform has processed more than $3 trillion since inception and now clears over $7 billion a day. JPMorgan built it as Onyx in 2020 and renamed it Kinexys in 2024, as CEO Jamie Dimon kept criticizing Bitcoin. Much of this activity runs on shared permissioned networks. On the Canton Network, DTCC is tokenizing the U.S. Treasuries it custodies, with a 2026 target. HSBC has completed a tokenized deposit pilot there, and Go
Strategy's Bitcoin-backed credit model avoids taxes but risks financial instability if Bitcoin's value declines, impacting obligations and dividends.
The post Strategy raises $16B through Bitcoin-backed credit products without triggering a tax bill appeared first on Crypto Briefing.
Strategy raised the dividend on its flagship preferred stock to 12% in late June, but the security is still changing hands well below the $100 price the company says it wants investors to see. STRC, Strategy’s Variable Rate Series A Perpetual Stretch Preferred Stock, traded in the mid-to-high $80s this week, with some sessions dipping […]
The post A New Financial Horizon: Strategy’s Bold Debt Resilience Tool appeared on BitcoinEthereumNews.com.
Michael Saylor’s company, Strategy, recently unveiled an innovative interactive credit model designed to provide real-time analysis of the company’s debt resilience. This development emerges shortly after the company’s announcement of selling 3,588 BTC for $216 million, aimed at enhancing dollar liquidity and managing preferred share obligations. Continue Reading:A New Financial Horizon: Strategy’s Bold Debt Resilience Tool Source: https://en.bitcoinhaber.net/a-new-financial-horizon-strategys-bold-debt-resilience-tool
As AI-driven mining stocks retreat, investors are examining executive stock sales, governance and shareholder alignment across leading Bitcoin miners, according to Blocksbridge Consulting.