The need for Saylor to raise m-To The Moon - Tiger Brokers Online Investing Community - To The Moon

The need for Saylor to raise more capital in order to continue to buy more BTC is understandable but also frightening. This is because if MSTR does not sell sone of the BTC in the treasury, tgere is no other cash on hand to pay the promised 11.5% dividends to STRC holders.

So essentially, he is paying dividends from new capital he has been raising. How is this not a ponzi?

Strategy may be forced to sell more Bitcoin, Grayscale warns

Bitcoin New Low, Strategy Sells: Hedge or Buy the Dip?

Bitcoin fell over 5% today, breaking below $62,000 to its lowest level since February and extending its one-week decline to roughly 16%. The selloff was triggered by Michael Saylor's Strategy offloading a significant Bitcoin position, breaking its 'never sell' pledge and severely denting market confidence. Notably, some macro, quant, and cross-asset funds are running pair trades, long AI/semiconductors as the 'strong leg' and short BTC as the 'weak leg.' As AI chips begin to pull back, will you hedge your Bitcoin exposure or buy the dip against the trend?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Notably, some macro, quant, and cross-asset funds are running pair trades, long AI/semiconductors as the 'strong leg' and short BTC as the 'weak leg.' As AI chips begin to pull back, will you hedge your Bitcoin exposure or buy the dip against the trend?","image":"https://community-static.tradeup.com/news/8f84d51823faeb05e721edc1506afc48"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>The need for Saylor&nbsp;to raise more capital in order to continue to buy more BTC is understandable but also frightening. This is because if MSTR does not sell sone of the BTC in the treasury, tgere is no other cash on hand to pay the promised 11.5% dividends to STRC holders.&nbsp;</p>\n<p>So essentially, he is paying dividends from new capital he has been raising. How is this&nbsp;not a ponzi?&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>The need for Saylor&nbsp;to raise more capital in order to continue to buy more BTC is understandable but also frightening. This is because if MSTR does not sell sone of the BTC in the treasury, tgere is no other cash on hand to pay the promised 11.5% dividends to STRC holders.&nbsp;</p>\n<p>So essentially, he is paying dividends from new capital he has been raising. How is this&nbsp;not a ponzi?&nbsp;</p></body></html>","text":"The need for Saylor to raise more capital in order to continue to buy more BTC is understandable but also frightening. This is because if MSTR does not sell sone of the BTC in the treasury, tgere is no other cash on hand to pay the promised 11.5% dividends to STRC holders. So essentially, he is paying dividends from new capital he has been raising. How is this not a ponzi?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/571742161523768","repostId":2641167115,"repostType":2,"repost":{"id":"2641167115","kind":"highlight","pubTimestamp":1780606701,"share":"https://ttm.financial/m/news/2641167115?lang=en_US&edition=fundamental","pubTime":"2026-06-05 04:58","market":"us","language":"en","title":"Strategy may be forced to sell more Bitcoin, Grayscale warns","url":"https://stock-news.laohu8.com/highlight/detail?id=2641167115","media":"cryptonews","summary":"Michael Saylor’s Strategy has faced growing pressure to sell additional Bitcoin after a recent share price decline raised concerns about the sustainability of its financing structure, according to a new report from Grayscale Research.Grayscale warned that Strategy may be forced to sell more Bitcoin if weakness in STRC increases cash flow obligations.The firm said lower STRC and MSTR share prices could restrict Strategy’s ability to raise capital for additional BTC purchases.While Grayscale expects Bitcoin to recover, Standard Chartered believes Strategy will resume aggressive Bitcoin accumulation.Grayscale Research said the company’s ability to keep expanding its Bitcoin holdings has become more constrained as prices of both MSTR and STRC shares have fallen. The warning follows Strategy’s sale of 32 BTC, a move that drew attention because Saylor had spent years publicly arguing against selling Bitcoin.The current bearish market conditions could also limit Strategy’s capacity to issue n","content":"<div>\n<p>Michael Saylor’s Strategy has faced growing pressure to sell additional Bitcoin after a recent share price decline raised concerns about the sustainability of its financing structure, according to a ...</p>\n\n<a href=\"https://crypto.news/strategy-may-be-forced-to-sell-more-bitcoin-grayscale-warns/\">Source Link</a>\n\n</div>\n","source":"crypto_news_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Strategy may be forced to sell more Bitcoin, Grayscale warns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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The warning follows Strategy’s sale of 32 BTC, a move that drew attention because Saylor had spent years publicly arguing against selling Bitcoin.\n\n🆕 Grayscale Research: @Strategy sold $BTC, and the whole market felt it.The world's largest digital asset treasury offloaded 32 Bitcoin on June 1.The real story is the pressure on its levered model, and what it means for $BTC.Read the full article from @lowbeta on the… pic.twitter.com/6S96Q0ssBI— Grayscale (@Grayscale) June 4, 2026\n\nThe report linked the recent strain to weakness in Strategy’s preferred stock offering, STRC, which was designed to trade near $100 per share while paying an 11.5% dividend. With STRC changing hands at about $95.42, Grayscale head of research Zach Pandl said the structure creates additional pressure on the company.\nFalling STRC shares increase cash flow demands\nAccording to Grayscale, a decline below STRC’s intended trading level can force Strategy to raise the dividend offered to investors.\nHigher dividend payments would increase the company’s cash obligations, potentially making future Bitcoin sales more likely if additional funds are needed.\nRecent market turbulence has already weighed on Strategy-linked securities. Earlier reporting from crypto.news attributed the pressure on STRC to two developments. Strategy’s decision to sell Bitcoin was followed by a decline in BTC prices, a combination that raised questions among investors about risks tied to the company’s heavily leveraged Bitcoin accumulation model.\nAdding to those concerns, STRC does not carry FDIC or SIPC protection. Strategy also provides no guarantee regarding the stock’s future market price or dividend payments.\nDespite those risks, investor demand helped STRC grow rapidly. Grayscale noted that the preferred stock has reached a market capitalization of roughly $10 billion, more than three times its size at the beginning of the year. The report attributed that growth to investors seeking high yields alongside exposure to Strategy’s Bitcoin-backed business model.\nThe current bearish market conditions could also limit Strategy’s capacity to issue new shares and raise fresh capital for additional Bitcoin purchases. Grayscale said lower prices for both STRC and MSTR reduce the attractiveness of the company’s primary funding channels.\nBitcoin treasury accumulation remains uneven\nWhile Grayscale sees short-term challenges for Strategy, the firm argued that the long-term impact on Bitcoin could prove constructive. The report said a reduction in Bitcoin held on highly leveraged balance sheets, combined with ownership spread across multiple corporate treasuries, may support a healthier market structure over time.\nGrayscale also expects Bitcoin prices to recover in the coming months, although the firm said some crypto assets benefiting from regulatory developments could outperform during that period.\nNot every corporate Bitcoin holder has responded to market stress by reducing exposure. While Strategy sold part of its holdings, Strive Inc. increased its position. The company disclosed that it purchased another 2,500 BTC between May 23 and June 1, lifting its total holdings to 19,000 BTC.\nAt the same time, views on Strategy’s outlook remain divided. Standard Chartered recently said Bitcoin’s bottom is likely approaching and maintained its year-end target of $100,000. Unlike Grayscale, the bank expects Strategy to resume aggressive Bitcoin accumulation, drawing comparisons with the company’s purchasing activity after a Bitcoin sale in 2022.\nBitcoin (BTC) changed hands at $63,560 at the time of writing, representing a 2.5% decline over the previous 24 hours.\n\n\n\n\n\n                Read more:\n            \n\n                Why is Jim Cramer calling Bitcoin’s latest crash a murder?","news_type":1,"symbols_score_info":{"07399":0.6,"CBXY":0.6,"BAGY":0.6,"BFJL":0.6,"MSDD":0.6,"SBIT":0.6,"BTCC":0.6,"BTCZ":0.76,"MSTX":0.6,"09799":0.6,"3SMI.UK":0.6,"CBTO":0.6,"CBOY":0.6,"QBF":0.6,"BPI":0.6,"MSTY":0.6,"CBOO":0.6,"CBXJ":0.6,"07799":0.6,"BTCI":0.76,"CBTA":0.6,"BTCO":0.6,"MST":0.6,"BITI":0.6,"DFII":0.6,"CBOJ":0.6,"3LMI.UK":0.6,"MSTP":0.6,"MSOO":0.6,"CBTY":0.6,"BTF":0.76,"BITY":0.6,"MSII":0.6,"09399":0.6,"APED":0.6,"BTRN":0.73,"MSTZ":0.6,"SMI3.UK":0.6,"BCCC":0.6,"MSTU":0.6,"GBTC":0.6,"BITB":0.6,"BETH":0.76,"MNRS":0.76,"BITU":0.6,"STRC":1.88,"MTYY":0.6,"BITO":0.6,"DEFI":0.6,"WNTR":0.6,"CBOA":0.6,"ARKB":0.6,"YBTC":0.76,"IMST":0.6,"BETE":0.76,"XBTY":0.6,"MSTK":0.6,"BITX":0.73,"BTFX":0.76,"CBTJ":0.76,"CBXA":0.6,"MAXI":0.76,"SMST":0.6,"MSST":0.6,"FBTC":0.6,"HODL":0.6,"BTC":1.91,"MSTR":1.96,"BTCL":0.76,"BFAP":0.6,"MSTW":0.6,"BTCW":0.6,"BRRR":0.73,"EZBC":0.6,"LMI3.UK":0.6,"MSTY.UK":0.6,"CBXO":0.6}},"isVote":1,"tweetType":1,"viewCount":67,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":305,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/571742161523768"}