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What happens when leverage runs into bad capital planning... Issue $10B of $STRC to buy $BTC → stack up bigger and bigger dividend payments → liquidity gets tight → forced to sell assets at the worst time → buy back STRC to restore confidence in the market. If that loop actually plays out, it’s a classic case of how aggressive financing can turn into a self-reinforcing spiral. The takeaway? Conviction is great, but sustainable capital management matters just as much. Pushing for growth with too many fixed obligations can blow up fast when market conditions flip. NFA. DYOR always. #CXMTMemoryIPO #FOMCRateWatch #AIEarningsWatch