Strategy’s Bitcoin Flywheel Has Entered Its Liability-Management Phase

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MSTR common is now backstopping STRC - and the $15 billion funding wall is starting to appear in weekly capital allocation.

Strategy sold $544.5 million of MSTR last week.

It bought zero Bitcoin.

During the same week, it added $525 million to its USD reserve and spent $25 million repurchasing STRC at an average price of $86.52.

This is not another treasury update.

It is a capital-structure pivot.

Strategy’s Bitcoin flywheel has entered its liability-management phase.

For years, th…

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