dudewithaj on Nostr: I think $STRC might actually become our UBI and then Universal HIGH income. Strategy ...

I think $STRC might actually become our UBI and then Universal HIGH income. Strategy might become so big that it is nationalized by the US.

Assumptions:

BTC CAGR > STRC yield
*once STRC absorbs enough of the float, the CAGR must runoff*

STRC scales 1.2-1.5x each year
*as STRC volume increases, it becomes MORE attractive to larger pools of capital that need higher liquidity*

MSTR maintains a 1.3 amplification.
*MSTR will always be able to access capital if bitcoin price > 0, mNAV is irrelevant*

The effect:

The larger this flywheel gets, the MORE demand it will receive.

STRC’s TAM IS EVERYTHING THAT YIELDS LESS THAN THEIR VARIABLE RATE (currently 11.5%)

^thats like $100-500T today!^

Once STRC absorbs the bitcoin float, there is no more CAGR, the Bitcoin price is infinite and MSTR can afford whatever yield they want to everyone who wants it. THE STRC YIELD CAN GO TO INFINITY

This is UHI. Or maybe just the death of fiat.

The schizo voices in my head have quieted down.

#STRC #MSTR #BTC