CZ says Strategy’s STRC is too complex, calls 32-Bitcoin sale unsurprising

Speaking on June 29, Binance founder Zhao Changpeng said he still could not fully understand Strategy’s preferred stock STRC and said the market overreacted to the company’s sale of 32 Bitcoin to fund dividends.

BTC

Summary

Binance founder Zhao Changpeng said on June 29 that Strategy’s preferred stock product STRC is too complex and may be hard for investors to assess. Speaking on The Block podcast, Zhao said he had tried several times but still could not fully understand the structure, and argued that using bitcoin as underlying collateral creates tension between its long-term upside case and the volatility that makes it a difficult base for leverage. Zhao said he was not questioning founder Michael Saylor’s credibility and described him as a firm bitcoin supporter. He also said the market overreacted to Strategy’s sale of 32 Bitcoin, arguing that because the company must pay dividends, some Bitcoin sales should be expected.

Terms & Concepts
  • preferred stock: A class of shares that typically has priority over common stock for dividends and claims, and may carry specialized payout or structural features.
  • leverage: The use of borrowed funds or structured exposure to amplify potential gains and losses.
  • dividends: Payments a company makes to shareholders from profits or other funds.