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← @adambliv

$MSTR

BULLISH2026-07-27
Price around the call
↑ 2026-07-27
By horizonMaturing · ~21 trading days to go
1d
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Original post
Adam Livingston · 2026-07-27

$MSTR mNAV is already back up to 1.03x. Strategy has raised $121.69 million PER TRADING DAY in 2026. They owe $4.819M per calendar day in dividends + debt interest. So yes, for every ONE trading day in 2026 they have raised 25.25 days of obligations. LOL. One trading day funds about 3.61 weeks of obligations. 14.45 trading days fund an entire year of obligations. Strategy has raised approximately 9.69 years’ worth of its present annualized interest and dividend burden during 2026 alone. They could easily just raise another few hundred million dollars this week in a manner that is accretive for shareholders. Like I've been saying, their access to capital markets even during Bitcoin stress will allow them to survive any Bitcoin bear market. Absolute cake walk compared to 2022. The t

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