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Galaxy: Strategy’s Structural Issues Unresolved, Should Monetize BTC Holdings

Source: X Community

Galaxy Research suggests that Strategy (formerly MicroStrategy) still faces unresolved structural issues and should explore ways to generate yield from its massive Bitcoin holdings. The firm’s heavy reliance on BTC price appreciation and debt financing poses risks, making passive holding suboptimal. Monetizing the treasury through lending or options could improve returns and reduce vulnerability.

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