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🔥WHY STRC DIVIDENDS ARE A NON-ISSUE FOR STRATEGY🔥
Saylor has routinely said he expects a 30% Bitcoin CAGR over the next 20 years.
That is CRAZY growth, that we are all very excited for :)
Bitcoin's CAGR and the dividend % is the spread that Strategy is capturing.
What if the CAGR is only 15%, rather than 30%?
Is that 4% spread really worthwhile?
Yes. And it will blow your mind how much it is.
Setup
Assume Strategy issues $100 of STRC, paying an 11% cash dividend each year.
The $100 is swapped for Bitcoin that compounds at a 15 % CAGR.
No tax, no trading friction, no additional leverage. Pure spread math.
Year 1: BTC $115 | Divs $11 | Surplus $104 | Cover 10.4×
Year 2: BTC $132 | Divs $22 | Surplus $110 | Cover 6.0×
Year 3: BTC $152 | Divs $33 | Surplus $119 | Cover 4.6×
Year 4: BTC $175 | Divs $44 | Surplus $131 | Cover 4.0×
Year 5: BTC $201 | Divs $55 | Surplus $146 | Cover 3.7×
Year 6: BTC $231 | Divs $66 | Surplus $165 | Cover 3.5×
Year 7: BTC $266 | Divs $77 | Surplus $189 | Cover 3.5×
Year 8: BTC $306 | Divs $88 | Surplus $218 | Cover 3.5×...

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