STRK Starknet Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
11:03
19 авг
19 авг
Buy MicroStrategy preferreds for 15% yield.
Investors who want a dividend or stable income from MicroStrategy should buy the preferred stocks such as STRD, STRC, or STRK, which pay around 15% effective yield and were designed to pay dividends and give upside, rather than expecting common-stock dividends.
Выс.
15:39
18 авг
18 авг
Preferreds pay high yield with upside.
Saylor says investors who want a dividend should look at the preferred stocks. STRD pays roughly 15% effective yield, and instruments like STRC or STRK were designed to pay dividends and give some upside.
Выс.
03:34
14 июл
14 июл
Avoid MSTR and STRK on dilution risk.
MicroStrategy under Saylor is selling common stock to pile up USD reserves instead of buying Bitcoin, diluting shareholders and harming equity value. The preferred stock STRK (STRC) remains stuck well below par near 87, with a 12% yield but persistent discount. Management appears to be in a fantasy, thinking cash alone will lift STRK, while actual shareholder value is being eroded. Avoid both MSTR and STRK until strategy clarity improves.
Сред.
14:55
10 июл
10 июл
Starknet's tech lead makes it attractive
Starknet already has recursive STARKs, the Cairo programming language, and quantum-safe hashes in production, giving it a significant technological lead. He suggests Ethereum should borrow from Starknet to move faster, implying Starknet is positioned to benefit from Ethereum's delays.
Выс.
04:04
07 июл
07 июл
STRC undervalued, high yield Bitcoin play.
Strategy's perpetual preferred stock (STRC/STRK) offers a high dividend yield on top of leveraged Bitcoin exposure. It is currently undervalued after some distribution concerns, but the underlying Bitcoin holdings and Strategy's commitment as a massive net Bitcoin buyer support the asset. If demand does not return naturally, Strategy can buy back the preferred shares, limiting downside. STRC is like a rental building on the Bitcoin land, and its price will recover as the ecosystem grows.
Сред.
03:31
07 июл
07 июл
STRK weak until reclaiming $100 par.
Strategy's preferred stock (STRK) remains below its face/par value of $100 and faces persistent uncertainty until it can recover to that level. The company's top priority is restoring STRK's price to par, and until that happens, the stock remains vulnerable.
Сред.
03:14
07 июл
07 июл
MicroStrategy and STRC attractive bitcoin proxies
MicroStrategy remains a net buyer of bitcoin at a ratio of over 40:1; the recent small bitcoin sale was about proving liquidity and paying dividends, not a bearish signal. STRC preferred stock is undervalued and demand will return, providing an attractive yield play on bitcoin.
Сред.
21:00
04 июл
04 июл
MicroStrategy preferred risky if Bitcoin stagnates.
MicroStrategy's preferred shares (STRK, called 'Stretch') are designed to deliver an 11.5% dividend and trade around $100, but the entire business premise rests on Bitcoin compounding at roughly 29% annually. With Bitcoin falling and no guarantee it won't trade sideways for years, the thesis is under severe pressure, making the preferred shares highly risky.
Сред.
03:14
25 июн
25 июн
STRK downside limited, stabilization likely
Strategy's preferred stock (STRK) has experienced forced liquidations that may now be exhausted. The company cannot afford to let STRK collapse because it would permanently destroy market confidence for future fundraising. The speaker believes STRK will not fall further and could stabilize, setting up a potential recovery if funding conditions improve.
Сред.
06:14
23 июн
23 июн
Стратегический капитал под угрозой из-за спирали размывания долей
Strategy (ранее MicroStrategy) попала в спираль размытия капитала: компания полагается на выпуск обыкновенных акций через механизм ATM для финансирования покупок биткоина, поскольку продажи привилегированных акций застопорились, а цена акций находится под давлением. Компания накапливает крупные денежные резервы отчасти для управления долгом, а покупка привилегированных акций STRK генеральным директором рассматривается скорее как маркетинговый жест для укрепления доверия, чем как реальный сигнал о ценности. Как обыкновенные, так и привилегированные акции подвержены значительному риску снижения в случае стагнации биткоина или краха модели финансирования.
Выс.
14:29
18 июн
18 июн
Стратегия: покупка проблемных активов/активов по сниженным ценам.
Избегайте ценных бумаг из структуры капитала Strategy: автор утверждает, что STRC, STRD и STRK обновляют минимумы, а бедственное положение или потери продолжатся до привлечения денежных средств или делевериджа, вероятно, по более низким ценам; о наличии открытых коротких позиций или позиций по опционам пут не сообщается.
Сред.
13:11
04 июн
04 июн
The author highlights a pattern of continued lower highs across the Strategy equity complex.
The author highlights a pattern of continued lower highs across the Strategy equity complex, suggesting persistent technical weakness in the preferred shares and MSTR.
02:00
04 июн
04 июн
The author reflects that the pattern of these tickers was obvious in hindsight.
The author reflects that the pattern of these tickers was obvious in hindsight, but no forward-looking position or trade idea is expressed.
Низ.
01:59
04 июн
04 июн
The author reflects that the outcome of these tickers was obvious in hindsight.
The author reflects that the outcome of these tickers was obvious in hindsight, but provides no forward-looking position or trade idea.
Низ.
20:27
21 мая
21 мая
The tweet lists midcap and lowcap crypto tickers like ONDO, NEAR.
The tweet lists midcap and lowcap crypto tickers like ONDO, NEAR, and STRK without expressing a clear forward-looking directional view.
Выс.
17:04
20 мая
20 мая
The tweet simply asks another user to check the ticker $STRK without providing any directional.
The tweet simply asks another user to check the ticker $STRK without providing any directional opinion or market analysis.
Выс.
12:18
18 мая
18 мая
The tweet uses inflammatory and conspiratorial language about a cryptocurrency token.
The tweet uses inflammatory and conspiratorial language about a cryptocurrency token, but lacks a clear forward-looking directional view or trade thesis.
Выс.
14:00
09 мая
09 мая
Loracle is closing longs on multiple crypto positions and adding to a HYPE short while keeping.
Loracle is closing longs on multiple crypto positions and adding to a HYPE short while keeping XPL and AZTEC longs untouched, signaling a bearish shift in his portfolio.
Выс.
17:27
08 мая
08 мая
Monitor STRK as a mid-market-cap privacy coin used for comparison; no explicit directional call.
Monitor STRK as a mid-market-cap privacy coin used for comparison; no explicit directional call, but note its valuation relative to AZTEC.
Выс.
13:03
08 мая
08 мая
SUMMARY:The tweet compares market caps and raises of privacy coins ZEC, STRK, and AZTEC.
SUMMARY:The tweet compares market caps and raises of privacy coins ZEC, STRK, and AZTEC, highlighting AZTEC's low valuation relative to its $185M raise and Upbit listing, but offers no explicit forward-looking directional view.
Выс.
12:20
08 мая
08 мая
The author expresses hope that the recipient also caught positions in STRK and NEAR.
The author expresses hope that the recipient also caught positions in STRK and NEAR, but the tweet lacks a forward-looking directional view or market impact analysis.
Выс.
11:23
08 мая
08 мая
The tweet speculates on a sequential crypto project launch after StarkNet.
The tweet speculates on a sequential crypto project launch after StarkNet, but lacks a clear directional view or market impact analysis.
Выс.
08:34
08 мая
08 мая
The tweet sarcastically suggests reviving a controversial crypto project after ZEC's rally.
The tweet sarcastically suggests reviving a controversial crypto project after ZEC's rally, but the author's tone and lack of clear directional view make it a watch rather than a trade call.
Выс.
10:12
06 мая
06 мая
Long STRK as part of a basket of crypto longs aiming for broad market upside.
Выс.
12:31
28 апр
28 апр
Quinn Thompson notes that Strategy's preferred complex shows consistent lower highs.
Quinn Thompson notes that Strategy's preferred complex shows consistent lower highs, while STRC's dividend rate increase from 9% to 11.5% explains its divergent price action, but no forward-looking directional view is expressed.
Выс.
02:37
22 апр
22 апр
Buy STRK based on an influencer's endorsement, expecting the endorsement to generate short-term.
Buy STRK based on an influencer's endorsement, expecting the endorsement to generate short-term buying interest and positive social sentiment.
Сред.
05:57
18 фев
18 фев
Physical attacks on crypto holders (kidnappings, home invasions) have risen 75% year-over-year. Criminals are using public ledger data to target individuals in the real world. The transparency of public blockchains, once a feature, is becoming a physical liability for high-net-worth individuals. This creates a non-speculative, safety-driven demand for privacy technologies (specifically Zero-Knowledge Proofs) that allow value transfer without exposing net worth to local criminals. Long Privacy Infrastructure and ZK-rollups (like Starknet) as they transition from "regulatory evasion tools" to "personal safety necessities." Regulatory bodies may conflate personal privacy tools with money laundering facilitation despite the safety argument.
03:01
06 фев
06 фев
Tomas explicitly mentions that "Native Account Abstraction" (smart contract wallets) is the superior defense because you can rotate the signature scheme inside the contract logic without moving funds. He specifically cites Starknet as an example of a chain doing this natively. Legacy wallets (EOAs) are tied to their private keys and are hard to upgrade. Chains that enforce Account Abstraction at the protocol level (like Starknet) will have a much smoother, cheaper migration to post-quantum security. This architectural advantage will drive capital migration to these L2s as the quantum threat narrative heats up. Long L2s with native Account Abstraction (specifically Starknet) as the "easiest migration path" for capital. Adoption of these L2s stalls for reasons unrelated to quantum (e.g., user experience or fees).
03:11
06 янв
06 янв
Starknet network experiences potential recurring downtime
Observes that the Starknet network experienced downtime earlier in the day and may be down again.
Низ.
17:03
27 дек
27 дек
1. THE FACT: The speaker observes that $ZEC is "pumping" and states it is now "time for" $STRK.
1. THE FACT: The speaker observes that $ZEC is "pumping" and states it is now "time for" $STRK, linking them via the theme of "Jewish privacy".
2. THE BRIDGE: This is a classic rotational or "sympathy" play. The thesis is that as a lead asset in a specific narrative (privacy coins) performs well, capital will rotate into other related tokens. $STRK, with its ZK-technology, is being framed as a beta play on the ZEC move.
3. THE VERDICT: A short-term tactical long on $STRK, betting that it will catch a bid and follow the momentum seen in the related asset, $ZEC.
Об аналитическом покрытии STRK
Buzzberg отслеживает STRK (Starknet) в 11 источниках. Бычьих сигналов: 8, медвежьих: 0, от 14 аналитиков. Сентимент преимущественно бычий (24%). Всего отслеживаются 33 торговые идеи. Последние спикеры: Michael Saylor, Kim Jae-hee, Eli Ben-Sasson.