Called $MSTR bullish on Oct 12, 2024: $MSTR rose 103% in 5 weeks.
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European Head of Research @ Bitwise - Author of https://t.co/b5W5oevDUN - #Bitcoin - Macro - Not investment advice - Views strictly mine - Beware of impersonators
Cite asCryptoQuant has tracked the directional calls on STRC by @Andre_Dragosch on X since Jan 2021: not yet scored on STRC (as of Nov 11, 2026).
Other assets covered (15)
3 STRC calls on record, a thin history.
Relative view by default: fewer than 30 STRC calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @Andre_Dragosch to submit corrections.
Called $MSTR bullish on Oct 12, 2024: $MSTR rose 103% in 5 weeks.
View call →Hover the chart to read the thesis of that period · click a day to pin it
STRC should trade above par, letting Strategy issue more preferred to buy BTC; flywheel not fully seen
All else equal, the analysis below implies that $STRC should trade significantly ABOVE par. Since STRC is somewhat capped at $101, it would simply allow Strategy to issue more preferred equity above par to buy more BTC. My expectation is that we haven't really seen the full scale of this flywheel, yet...
View original →Sep 14–20: 950 | 1,355 Sep 21–27: 1,665 | 1,107 Sep 28–Oct 4: 334 | 2,000 Oct 5–11: 250 | 3,311 Oct 12–18: 267 | 4,045 Oct 19–25: 0 | 6,182 Oct 26–Nov 1: 811 | 124 First time in 6 weeks that Strategy bought more BTC than Strive. $MSTR $ASST $STRC $SATA
📌Strategy vs Strive - Bitcoin Buys (BTC) Sep 14–20: 950 | 1,355 Sep 21–27: 1,665 | 1,107 Sep 28–Oct 4: 334 | 2,000 Oct 5–11: 250 | 3,311 Oct 12–18: 267 | 4,045 Oct 19–25: 0 | 6,182 Oct 26–Nov 1: 811 | 124 First time in 6 weeks that Strategy bought more BTC than Strive. $MSTR $ASST $STRC $SATA
View original →Strategy deserves AA/AAA, so STRC yield should compress toward 6%; capital will keep flowing in
*** RE: Strategy's B- rating This is still one of the biggest mispricings in traditional finance I have seen in my entire career. Based on common corporate health metrics, Strategy should be closer to a AA or even AAA rating and, hence, $STRC should probably yield closer to 6%, rather than 12%. Note that US AA and AAA corporate bonds have a similar duration like STRC as well. Expect capital to continue to flow into STRC, other digital credit instruments, and ultimately into #Bitcoin...
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