Michael Saylor's Strategy is in a world of hurt right now.
Today they announced a brand-new capital framework that finally puts it in writing: they're willing to sell billions of dollars worth of Bitcoin to keep the machine running. The goal? Buy themselves runway on their STRC dividend obligations — roughly 18 months of it. For a company whose entire identity was "never sell," that's a stunning admission, and the market noticed.
And it gets stranger. Saylor built STRC — the preferred stock sitting at the center of this whole mess — by going back and forth with ChatGPT for hours. He's admitted it on camera. That detail has become a massive meme in the space, and now that the "AI-designed" security has cracked below the $100 level it was engineered to hold, the critics are having a field day.
Here's what almost nobody is saying out loud: Saylor's current playbook — diluting MSTR and selling BTC to plug the dividend hole — is the slow, painful path. Every share he prints and every coin he sells chips away at the exact thing that made Strategy special in the first place. But there is a much brighter path for Strategy to succeed, and the wild part is they can do it using the exact things already sitting in their toolkit. In this video I break down what that path actually looks like — and why Wall Street keeps missing it.
Do YOU think Strategy can dig itself out of this — or is the flywheel broken for good? Drop your prediction in the comments, I read every single one.
My name is Khal and I'm the founder of LeoDex.io — the #1 crosschain swap aggregator that gives you native swaps across Near, Hyperliquid, THORChain, Maya, Chainflip, and more.
See Every Route, Swap the Best One → https://leodex.io
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