It’s been a couple of months since my last🟠MSTE🟠 investment, but I decided to reinvest my distributions. The government’s August recess may get extended past August 7th to help push the Clarity Act through — and Trump does have the authority to do that. This brought my average cost basis down to $8.68. Even if Clarity doesn’t pass, it sounds like the SEC already has a backup plan in place to provide clear rules of the road. 🟠Strategy🟠 remains the world’s largest corporate Bitcoin holder, with roughly 842,000–843,775 BTC. Recent moves show a clear shift in approach: • The company has largely paused aggressive Bitcoin buying. • It has sold modest amounts of BTC (e.g., ~1,600–1,600+ BTC in recent weeks for ~$105 million) and raised hundreds of millions by selling its own common stock (MSTR). • Proceeds are going into a growing USD reserve (now in the $3–4 billion range) to cover preferred-stock distributions (especially STRC “Digital Credit”) and other obligations. Management aims to keep at least 12 months of coverage. • Focus has moved toward capital-structure management, supporting preferreds, and potential buybacks when shares trade below perceived intrinsic value, rather than pure BTC accumulation. Saylor and the company still frame Strategy as a long-term Bitcoin treasury / leveraged Bitcoin proxy, but the near-term priority is balance-sheet resilience and preferred-share support. SEC Chair Paul Atkins has been explicit: the agency is “ready, willing, and able” to issue its own rules covering the same issues (and more) if Congress fails to act. This has been described as the SEC’s Plan B / part of “Project Crypto.” • The SEC (with the CFTC) already issued joint interpretive guidance in March 2026 classifying Bitcoin and certain other assets as digital commodities. • Atkins has said the agency can move forward on clearer rules for fundraising, custody, tokenized securities, on-chain trading, and related areas either to implement Clarity or as a standalone path. https://youtu.be/bs6yz79MneQ?si=GZ8NdK2cxu2trjj-
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13 Comments
Erin @Williamaaaa · 25d
Great news, STRC has returned to $94.57 at the time of this comment
Bria Brendaaa@Petersona · 25d
It's the one grievance I have about moving to wealth simple haha. Things aren't automatic like they were in RBC and dividends take longer to come in
J Sim@Canda · 25d
Did u get your distributions already???
Heatha @Goodmanaaa · 24d
Nice! I’m in MSTE too. Hoping it treats us well.
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