Posteo

📉 When Leverage Meets Poor Capital Allocation... Issue $10B in STRC to buy $BTC ➝ take on growing dividend obligations ➝ face liquidity pressure ➝ sell assets at the worst possible time ➝ buy back STRC to rebuild market confidence. If that cycle ever plays out, it's a textbook example of how aggressive financing can create a self-reinforcing spiral. The lesson? Sustainable capital management matters just as much as conviction. Chasing growth with excessive obligations can quickly turn into a costly feedback loop when market conditions change. NFA. Always DYOR. #CXMTMemoryIPO #FOMCRateWatch #AIEarningsWatch