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21:29
Jun 17
Thread Guy Crypto influencer, independent Thread Guy
Recursive dilution flywheel risks if Bitcoin falls.
STRETCH and MicroStrategy (MSTR) face a recursive doom loop if Bitcoin fails to rise. To bring STRETCH back to par, the yield must increase, which forces more dilution of MSTR shareholders, reduces runway, and hurts the mNAV, further depressing demand for STRETCH in a vicious cycle. He is absolutely avoiding both and warns that the unwind could be severe.
STRETCH 1ST
HIGH

About STRETCH Analyst Coverage

Buzzberg tracks STRETCH across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Thread Guy.