$MSTR Built for the Bear Or One Cycle Away From Breaking скачать в хорошем качестве

$MSTR Built for the Bear Or One Cycle Away From Breaking

Is Strategy ($MSTR) built for a real Bitcoin bear market? Or does the model only work when capital markets cooperate? With over $8 billion in convertibles, more than $8 billion in preferred equity, and roughly $900 million per year in cash obligations, the structure is complex, and controversial. In this video, I break down: • The insolvency floor scenario • Convertible debt maturities • Dividend risk vs refinancing risk • Cash runway and capital velocity • The premium problem • What happens if Bitcoin goes to $8,000 • Why stagnation may be more dangerous than volatility This is not a bullish defence or a bearish attack. It’s a structural stress test. Let me know where you stand. Like, Subscribe and as always, this is not financial advice.