
Zach Pandl, head of research at Grayscale Research, said that the planned 50-basis-point increase in Strategy’s STRC dividend next week could add around $100 million in dividend costs over the next two years, without significantly improving market confidence.
He added that a different approach—selling more than $3 billion in Bitcoin to cover nearly all cash obligations over the same period—might better restore investor confidence.
Source: Zach Pandl