MSTR Shareholders Getting Diluted

About this episode

The episode discusses the dilution of MSTR shareholders due to new share issuance by Saylor amidst a depressed mNAV.

Join Bitcoin University Premium: https://www.bitcoinuniversity.com/join In this video, I discuss how the Strategy "flywheel" may have gone in reverse, as Saylor dilutes MSTR shareholders by issuing new shares while the mNAV is below 1.0. Today, MSTR holders have less BTC per share than they did a few days ago. The depressed mNAV and STRC peg instability suggest that Saylor will have trouble raising more capital in a way that doesn't hurt current holders of the preferred or common stocks. Not investment advice! Consult a financial advisor. MSTR holders getting diluted: https://x.com/mattkratter/status/2063977772549374271 https://x.com/GlennOnrampBTC/status/2063991277260063141 SEC filings: https://www.strategy.com/financial-documents https://assets.contentstack.io/v3/assets/bltf8d808d9b8cebd37/blt0eb10e46a66647c3/6a26adab8355c350c5f649f2/form-8-k_06-08-2026.pdf More links: https://x.com/thepowerfulHRV/status/2064021532414710070 https://x.com/Pran10000/status/2064014169515679888 https://x.com/Paladin620/status/2064009395973804385 https://x.com/mattkratter/status/2064007617211707508 https://x.com/Bitcoin_Core21/status/2063984485558026410…

People in this episode

Host: Bitcoin University

Topics covered

• MSTR dilution
• Bitcoin investment
• financial strategy
• capital raising
• shareholder impact

Keywords

• MSTR
• dilution
• Saylor
• mNAV
• capital raising
• Bitcoin

Mentioned in this episode

Organizations: MSTR, SEC, Strategy, Bitcoin University Premium

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