STRC
Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock
stock NASDAQ Preferred Stock

Bitcoin is pristine collateral, it is A) a tool to provide the OPTIONALITY of reducing counter-party risk (this comes with a tradeoff, but for some is an absolute life line when needed), and B) a long-term debasement hedge. Long-term because of it's immaturity as an asset, but this is what solutions like STRC try to give people who want to try and front-run that long-term capability and bring SOME of that functionality forward into the future.
The best way for MOST normal, first world people to use BTC right now is to heavily accumulate when it is below business cycle fair values (so, now) and have a long duration view, using it (if comfortable with some counter-party risk) to reduce the rate on their mortgage for example. Actually locking it up, saving it, and getting a financial benefit in the here and now. Bitcoin isn't about changing the government or something, it is about diversifying your risks from debasement - at least on the financial investment side of things.
BTC is not a good currency for spending, because it is too valuable for that. Unless you are "SPENDING" (trading) it to buy undervalued (or fair-valued) strong assets to diversify your book at times when BTC is specifically over-valued. This is a bit difficult to do (not that hard though, just plot a 0 to 1 fib between the 2 year and 2 year x 5 MA on a log chart, and when BTC crosses the 0.5 threshold, put in a trailing stop below monthly bullish higher closes). So if you think Apple is cheap or fairly valued at a given time when BTC is ripping... great, go get her tiger... but assets for assets. Dollars are ONLY FOR IMMEDIATE LIQUIDITY, particularly in a crisis.

If bitcoin breaks new ath it should reach ath again too. So if btc does a solid 3x push that should be enough for a 5x with mstr. I wouldn't go crazy otm because it can take like 2 years to get going (see 2022-2025). Mstr works because whenever mnav is above 1 they can basically buy bitcoin for free by diluting.
They also issue that STRC product. Worth buying if it drops a lot too. Will only drop though if bitcoin looks dead in the water like every prior bear market capitulation.
Else pick coinbase or CRCL. That's a bet on stablecoins and crypto as a whole. Not as beaten down as mstr though. (Mstr can still fall to like 50$ if bitcoin takes a plunge to like 40k)
Even Sofi seems to track btc for some reason.

Should i even buy TLT if i can just double up on MSTR or STRC? Even with maybe 50% upside on TLT if long yields come down a lot i think MSTR has the vastly superior upside.

STRC is paying 12%, and SATA is paying 13%. Its not that risk reward doesn't make sense, its that there is also a very large percieved risk.

I have faith in MSTR and the leadership.
They are making adjustments to some complex financial engineering they worked up.
They are the largest holder of BTC. And I am confident STRC is back at par and capital flows in heavy as crypto winter comes to an end.
Now is when you take the risk and make the big money. But most people are scared and just wait for the next bull run, then FOMO in. Rich get richer, poor stay poor.

The MSTR story has changed a bit since they are selling BTC to stabilize STRC. Still, during a bull market it will likely do better then BTC.

If you disagree you can say why think I’m wrong and MSTR/STRC are great investments

I personally like Saylor and I think he has been good for Bitcoin. But this whole STRC thing to me will be his undoing.

Bitcoin is pristine collateral, it is A) a tool to provide the OPTIONALITY of reducing counter-party risk (this comes with a tradeoff, but for some is an absolute life line when needed), and B) a long-term debasement hedge. Long-term because of it's immaturity as an asset, but this is what solutions like STRC try to give people who want to try and front-run that long-term capability and bring SOME of that functionality forward into the future.
The best way for MOST normal, first world people to use BTC right now is to heavily accumulate when it is below business cycle fair values (so, now) and have a long duration view, using it (if comfortable with some counter-party risk) to reduce the rate on their mortgage for example. Actually locking it up, saving it, and getting a financial benefit in the here and now. Bitcoin isn't about changing the government or something, it is about diversifying your risks from debasement - at least on the financial investment side of things.
BTC is not a good currency for spending, because it is too valuable for that. Unless you are "SPENDING" (trading) it to buy undervalued (or fair-valued) strong assets to diversify your book at times when BTC is specifically over-valued. This is a bit difficult to do (not that hard though, just plot a 0 to 1 fib between the 2 year and 2 year x 5 MA on a log chart, and when BTC crosses the 0.5 threshold, put in a trailing stop below monthly bullish higher closes). So if you think Apple is cheap or fairly valued at a given time when BTC is ripping... great, go get her tiger... but assets for assets. Dollars are ONLY FOR IMMEDIATE LIQUIDITY, particularly in a crisis.

If bitcoin breaks new ath it should reach ath again too. So if btc does a solid 3x push that should be enough for a 5x with mstr. I wouldn't go crazy otm because it can take like 2 years to get going (see 2022-2025). Mstr works because whenever mnav is above 1 they can basically buy bitcoin for free by diluting.
They also issue that STRC product. Worth buying if it drops a lot too. Will only drop though if bitcoin looks dead in the water like every prior bear market capitulation.
Else pick coinbase or CRCL. That's a bet on stablecoins and crypto as a whole. Not as beaten down as mstr though. (Mstr can still fall to like 50$ if bitcoin takes a plunge to like 40k)
Even Sofi seems to track btc for some reason.

Should i even buy TLT if i can just double up on MSTR or STRC? Even with maybe 50% upside on TLT if long yields come down a lot i think MSTR has the vastly superior upside.

STRC is paying 12%, and SATA is paying 13%. Its not that risk reward doesn't make sense, its that there is also a very large percieved risk.

I have faith in MSTR and the leadership.
They are making adjustments to some complex financial engineering they worked up.
They are the largest holder of BTC. And I am confident STRC is back at par and capital flows in heavy as crypto winter comes to an end.
Now is when you take the risk and make the big money. But most people are scared and just wait for the next bull run, then FOMO in. Rich get richer, poor stay poor.

The MSTR story has changed a bit since they are selling BTC to stabilize STRC. Still, during a bull market it will likely do better then BTC.

If you disagree you can say why think I’m wrong and MSTR/STRC are great investments

I personally like Saylor and I think he has been good for Bitcoin. But this whole STRC thing to me will be his undoing.

To all you guys interested in MSTR or STRC.
Don’t listen to this BS👆🏻

Nope
***
IPO STRC at $90/share
Use the $90 to buy Bitcoin at $118,000.
$118,000 BTC is now worth $64,000, 45.7% loss
Original $90 is now worth is $49.50
Pay $11.42 of dividends in this period.
Repurchase STRC for $94
Spending ~$145.42 to have access to $90

$BTC up
$STRC up
$MSTR down 3.5%
Strategy are selling $MSTR today and buying Bitcoin. The flywheel is back?

And they make money by buying STRC back for less than they sold it for.