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Svmuu News: STRC, a dividend-paying preferred stock issued by Strategy (MSTR), a company listed on Bitcoin, recently fell below its $100 par value, drawing market attention to its high-yield dividend model, cash reserves, and asset strategy at Bitcoin.STRC was originally designed as a high-yield, low-volatility preferred stock pegged to a $100 par value, attracting investors through consistent dividends and helping Strategy raise funds via ATM (at-the-market offerings) to support dividend payments.However, the recent decline in the price of “Bitcoin,” combined with a series of capital maneuvers by the company, has caused STRC’s price to deviate significantly from its target level. Timeline of this recent decline: May 14: STRC closed at $100 on the ex-dividend date, with the price of “Bitcoin” still above $80,000.However, market pressure had already begun to emerge: competing product SATA announced the adoption of a daily dividend mechanism offering a 13% yield, increasing competitive pressure on STRC. May 15: Strategy announced the repurchase of $1.5 billion in 2029 convertible bonds at a discount of approximately 8%.The market subsequently noted that the company’s U.S. dollar reserves, previously set aside to support dividend and debt payments, were used for this transaction. May 26: Strategy confirmed that cash reserves were used for the bond buyback, reducing the relevant funds to approximately $871 million—equivalent to about six months of STRC dividend coverage—while the company’s previous target had been to maintain approximately 24 months of coverage. June 1: Strategy sold 32 BTC from its “Bitcoin” for the first time since 2022 to demonstrate the company’s ability to support dividends through asset sales. Following the announcement, MSTR’s stock price fell 5.9%. June 5: The Bitcoin fell below $60,000, and STRC dropped to around $90, closing at $93.4. June 8: Strategy shareholders approved a plan to adjust STRC’s dividend frequency from once a month to twice a month; the company also announced that its U.S. dollar reserves had rebounded to $1 billion. June 15: Strategy purchased an additional 1,587 BTC, bringing its U.S. dollar reserves to $1.1 billion. June 18: STRC fell below $83 during intraday trading, about 17% below its $100 target price, hitting a new low since its July 2025 listing, and ultimately closed at $88.59. Currently, Strategy holds approximately 846,842 BTC, with an average cost basis of about $75,656. Based on the price of approximately $62,500 on Bitcoin, the company has an unrealized loss on its books of approximately $11.14 billion. Meanwhile, the market has also begun to focus on the potential dilution pressure resulting from Strategy’s recent fundraising activities. MSTR is currently trading at approximately $112, down about 80% from its all-time high in November 2024. Analysts believe that the core challenge facing STRC lies in the fact that its financial structure is highly tied to the price of Bitcoin: when BTC enters a correction cycle, the market not only reevaluates Bitcoin itself but also begins to reexamine the preferred stock, debt, and financing systems built around Bitcoin.(CoinDesk) The market’s current focus is on whether STRC can return to its $100 par value and whether Strategy’s Bitcoin capital model can be sustained.

Svmuu News: Reeve Collins, co-founder of Tether, stated that the stablecoin industry is entering its “2.0 era.” He noted that current stablecoin infrastructure still suffers from structural issues, and next-generation solutions must address the problem that users cannot access returns on reserve assets. The core logic of the Stablecoin 1.0 model is “users provide $1,the issuer issues 1 token.” However, users only gain the convenience of payments and transfers without sharing in the returns from the reserves. In the future, financial services will gradually become infrastructure; “users won’t care which bank sends the funds,” and AI agents may select different financial ecosystems based on users’ interests. The next phase of competition in the stablecoin sector will center on financial infrastructure and yield distribution models. Regarding regulatory issues, Reeve Collins disclosed that he remains a long-term holder of Bitcoin. He also pointed out that U.S. dollar-pegged stablecoins are essentially an extension of the U.S. financial system, posing risks of regulatory reach and differing from the central bank digital currency (CBDC) model, which may offer greater programmability and financial monitoring capabilities. (Financefeeds)

Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X, reflecting on past instances where her investment views were met with skepticism. She noted that many original investment ideas face strong opposition initially, but ultimately the market serves as the arbiter of right and wrong. She has faced significant criticism for her bullish stance on several companies, such as: $AXTI: Initially labeled a “scam company” and even banned from Reddit’s WSB forum due to related discussions; however, its logic was later validated by a Reuters report, the performance of companies in the indium phosphide (InP) substrate industry, and institutional investors. $RPI: Initially labeled a “meme stock” by the market, analysts believed it lacked fundamentals; however, its financial reports showed projected future revenue growth of 58%, leading to its reevaluation as a high-growth AI hardware company. $SIVE: Once viewed by many investors as a “meme stock,” it subsequently gained institutional buying support, attracting attention from firms such as Fidelity Research and JPMorgan Chase, and announced partnerships with companies like Jabil and GlobalFoundries. Serenity stated, “The market will ultimately decide what is right or wrong, not the angry comments or posts on X (formerly Twitter).” ” The firm added that as investment theses are validated one by one, ultimate market performance will overshadow the initial noise, citing several examples of companies that were previously questioned but later gained market recognition, including: $AAOI: Management was deemed “untrustworthy” when the stock traded around $30; $LITE: Considered a bubble in the photonics industry when trading at $30; $RKLB: Viewed as merely a low-revenue spin-off company when trading at $20; $HOOD: Faced negative sentiment due to the GameStop trading restrictions incident when trading at $20; $IQE: Perceived as just a small UK company lacking partnerships in the photonics sector; $SOI: European bank analysts deemed its valuation too high; $NBIS: Questioned for lacking competitive barriers; $INTC: The market believed it could not compete with TSMC; $MRVL: The market was concerned that Broadcom would take over its ASIC market share; $AEHR: The market misinterpreted its financial reports, believing the company lacked revenue; $EWY: The market believes there is a bubble in the South Korean semiconductor cycle.

1. Musk Secures a Record-Breaking 7800亿元 Compensation Package; 2. Analysis: U.S. SEC Plans to Approve Stock Tokenization Trading, Which May Trigger a Structural Reshaping of the U.S. Stock Market; 3. a16z crypto: Multiple Events, Including the World Cup, Drive Weekly Trading Volume in Prediction Markets to a Record High; 4. Tencent Customer Service: WeChat is conducting a rolling beta test of its AI assistant “Xiao Wei”; 5. “Power Battle” Erupts in AI Data Centers: U.S. Plans to Accelerate Grid Connection of Large-Scale Computing Facilities; 6. Latest Update on the “Legal Ownership Claim Against Satoshi Nakamoto Bitcoin” Case: Still Under Review; Attorney Requests Avoidance of Unilateral Ruling; 7. U.S. House of Representatives to Hold Digital Finance Roundtable Next Week: Discussing How Crypto Assets Can Safeguard Economic Sovereignty; 8. Namada Suffers Attack; Over 220,000 ATOM Flow into a Cosmos Hub Address and Are Subsequently Transferred Out; 9. Michael Saylor Reflects on His “Bitcoin” Bet: Strategy’s holdings have expanded to 840,000 ATOM, with the net value of reserves exceeding debt by $48 billion; 10. Donald Trump Boasts About Achievements in the War Against Iran: Iran has been “completely defeated,” and the U.S. is no longer weak.

Svmuu News Donald Trump Boasting about the results of the war against Iran, he said: “Radical leftist fools and Democrats realize how well we’ve done in the war against Iran; their country has been completely defeated militarily.”Obama just kept giving them billions of dollars in cash and never used our already exhausted military to do what needed to be done to contain Iran, the world’s number one sponsor of terrorism. They have no respect for him whatsoever.They see him as a weak and incompetent leader, just like Sleepy Joe Biden—and on that point, they are 100% correct. Iran had been “getting away with it” for the past 47 years—until I came along. Then everything changed. America is back!!! (Jin Shi)

Svmuu News: Michael Saylor posted on X, reflecting on Strategy’s “Bitcoin” journey. He noted that when he delivered a related speech in October 2022, the price of Bitcoin was approximately $20,000, and Strategy held 130,000 BTC at the time, worth about $2.6 billion.and the price of MSTR stock (adjusted for stock splits) was approximately $24. Michael Saylor noted that a few weeks later, Bitcoin fell below $16,000; the company’s debt at one point exceeded the combined value of its BTC and cash reserves by approximately $300 million; and the MSTR stock price also dropped to around $13 by the end of 2022. Strategy subsequently remained committed to its “Bitcoin” strategy, strengthened its operations, and continued to raise capital to invest in BTC.Since 2022, the company has raised more than $60 billion in new capital, which it has used to purchase Bitcoin, adding more than 716,000 BTC to its holdings. Michael Saylor stated that the current value of Strategy’s BTC and U.S. dollar reserves now exceeds the company’s debt by approximately $48 billion. He thanked investors for their long-term support and affirmed that the company will continue to adhere to its long-term strategy.