Show Notes
Dan Hillery and Mason Foard break down Strategy's move to daily dividends across its preferreds, the record date mechanics and one-time arbitrage heading into the switch, and the terms and cost of capital behind Strive's new SATS offering. From there, they cover digital credit as high-powered money, funds built on top of preferreds, AI disruption and why Bitcoin is the moat, the growth roadmap for digital credit, Strategy's cash reserve and STRC buybacks, and how companies should manage amplification through the cycle. This episode is for informational and educational purposes only and is not investment, tax, or legal advice.
Market Snapshot
As of 10/28/26:
Open: $139.57 | Close: $145.16
Volume: ~11.7M shares
mNAV: ~1.10x | Market Cap: ~$58.4B
BTC Holdings: 848,517
In This Episode
00:00 True North Loading…
03:54 Daily Dividends Come To Strategy
11:36 Strive's New SATS Offering
22:48 Digital Credit As High Powered Money
27:51 AI Disruption And The Bitcoin Moat
36:26 Digital Credit's Growth Roadmap
45:05 Cash Reserve And STRC Buybacks
53:14 Managing Amplification
01:01:15 Final Thoughts
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