Today we talk about Microstrategy's new senior convertible debt offering and how it will be used to pay off an old loan with an interest rate of 6.125% which cleans up the balance sheet and gives room for around 1.5 billion dollars of new converts if they can be issued into high stock volatility at an interest rate of around 1%. We also go over the Fed cutting rates for the first time since 2022 and starting with a 50 basis point cut.

Join MSTR Pro/Support Here: [ Ссылка ]
Follow me on Twitter: [ Ссылка ]
Listen on Spotify/Podcast Platforms: [ Ссылка ]

Timestamps:
0:00 New $700M Converts
1:25 Importance of Annual Interest Expense
2:30 How Much More Money Could They Borrow?
5:00 Releasing Bitcoin as Collateral
6:15 $1,500,000,000 in Converts?
6:40 How Much Will the Fed Cut Rates?
7:20 Starting with 50 Basis Points
8:15 Bond Market Telling Fed to Cut

Disclosure: Matt is long MSTR stock and derivatives; not investment advice.
$MSTR $BTC

свернуть