$STRATEGY INC VAR RT SER A PERP STRETCH PREFERRED STK(STRC)$ $Strategy(MSTR)$ 310Considering the scale of the trillion-dollar fixed income market, if STRC stabilizes, it could mean more than just avoiding a death spiral for MSTR. In fact, MSTR might even have a shot at becoming the most valuable company in the world within the next five years. To me, the trading volume on STRC is the key factor in all of this.
$Coinbase Global, Inc.(COIN)$ We just need BTC and the crypto market to go up, and the rest will be history. Regarding stable coin rewards, if an agreement is made with the banks to reduce but not eliminate rewards, it will be a net positive for coin. Stable coin adoption will continue due to the payment (money transfer) fee advantage, and coin will retain more funds. So, I do not know why analysts are making such a big deal about the clarity act. Coin will win regardless.
$Coinbase Global, Inc.(COIN)$ With earnings, the price should go back to $200, and the PE ratio is way too low, so I'd lean towards $250 being a fair price.
$Strategy(MSTR)$ You will not see increasing corporate adoption without clear market regulations for crypto. I tend to think the passage of the Clarity Act will serve as the catalyst for the BTC super cycle.