🚨 STRATEGY MULAI KENA TAMPARAN PASAR! 🚨
Selama ini banyak orang mengira semua yang berbau Bitcoin pasti terbang ke bulan. Nyatanya? Pasar gak peduli narasi. Pasar cuma peduli risiko dan duit.
STRC, saham preferen dividen milik Strategy, baru saja ditutup di $91,79. Ini salah satu level terendah sejak diluncurkan. Padahal produk ini didesain buat nongkrong di sekitar nilai nominal $100.
Masalahnya apa? Bitcoin masih tertekan. Cadangan kas Strategy makin tipis setelah perusahaan menghabiskan sebagian dana untuk melunasi utang konvertibel $1,5 miliar. Dulu kas mereka cukup buat menutup dividen sampai 24 bulan. Sekarang? Tinggal sekitar 7 bulan.
Dan pasar mulai mencium bau risiko. Lebih brutal lagi, muncul pesaing baru yang bikin investor pindah haluan.
SATA milik Strive sekarang menawarkan yield sekitar 13%, lebih tinggi dari STRC yang cuma sekitar 11,5%. SATA bayar dividen harian. SATA diperdagangkan hampir tepat di $100. SATA tidak punya utang. SATA berada di posisi paling atas dalam struktur modal. Sementara STRC?
Diskon lebih dari $8 dibanding SATA. Itu selisih terbesar yang pernah terjadi.
Pasar sedang mengirim pesan yang sangat jelas: "Kalau mau investor balik, naikkan dividen atau terima kenyataan bahwa permintaan mulai kabur."
Inilah kenyataan dunia keuangan. Bukan siapa yang paling keras teriak "Bitcoin akan naik." Tapi siapa yang mampu membayar investor dengan risiko paling kecil. Saat yield lebih tinggi, utang lebih rendah, dan pembayaran lebih menarik muncul di meja, loyalitas investor hilang dalam hitungan detik.
Pasar itu kejam. Pasar tidak punya perasaan. Dan saat ini pasar sedang menghukum STRC habis-habisan.
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