
Strategy (MSTR) is trading near the value of its own bitcoin. STRC — its "digital credit" preferred — just broke below par.
The market is calling it a breakdown. We think it's an entry point.
In our latest research note, Blue Coin Capital cuts through the noise on the most-debated name in crypto: how the flywheel actually works, what mNAV really tells you, why STRC sold off — and why we view this dislocation as an attractive entry for patient capital, not a systemic crack.
Read it here 👇
bluecoincapital.substack.com/p/strategy-mst…
For informational purposes only. Not investment advice.
#Bitcoin #MSTR #DigitalAssets #Investing #STRC #Saylor #Strategy
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