#STRC revisited - 80 % drawdown from #btc at 75 K

#STRC revisited - 80 % drawdown from #btc at 75 K

Published: February 3, 2026

Duration: 31:18

Referenced episode where we analyzed STRC through 80 % drawdown - Q3 2025

This episode evaluates the stability of STRC preferred stock (when bitcoin is down to 75 K from ATH 125 K) , a unique investment vehicle designed to offer high-yield monthly dividends while shielding principal from the extreme volatility of the cryptocurrency market. By utilizing a "waterfall" liquidation analysis, the text demonstrates that the company's significant cash reserves and Bitcoin holdings provide a robust margin of safety, ensuring investors are paid even during a theoretical 80% market crash. A key appeal for the retail investor is the tax-deferred status of these payments, which ar...