StoneX’s Mark Palmer: $435 MSTR Price Target Explained – DAT Consolidation Outlook

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Strategy bought STRC over Bitcoin. Mark Palmer explains why the preferred stock is vital to Strategy's fundraising and how reserve cash drives it to par.

Strategy just spent six times more buying back Stretch than buying Bitcoin. Is that the right move for MSTR shareholders? StoneX Senior Equity Research Analyst Mark Palmer explains why STRC is foundational to Strategy’s fundraising, and how the $4.9B USD Reserve is pushing the preferred stock back toward par. He also explains why Strategy won’t simply raise the dividend rate.

Chapters: 00:00 StoneX Analyst Mark Palmer on Strategy (MSTR) 00:12 Stretch Buybacks vs. Buying Bitcoin: $176M vs. $29M 01:00 The $4.9B USD Reserve and Stretch’s Path Back to Par 01:56 Why Strategy Won’t Raise the Stretch Dividend Rate 04:17 Daily Dividends and Ex-Dividend Date Volatility 06:53 June’s Stretch Sell-Off and Institutional Investors 07:21 Where Bitcoin Treasury Balance Sheet Stress Shows Up First 09:21 Perpetual Preferreds vs. Convertible Notes: Strive’s Approach 11:54 USD Cash, Convert Paydowns, and Metaplanet’s U.S. Push 13:09 Why StoneX Cut Its MSTR Price Target to $435

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