$MSTR: Real Test for Strategy, Equitize or Refinance? (2027–2029)

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Michael Saylor recently stated that Strategy plans to equitize its convertible debt over the next 3 to 6 years.

That statement came shortly after the now-viral CNBC moment “Refinance where, Michael?” which reignited debate around Strategy’s capital structure and long-term durability.

In this video, I break down:

• What “equitize” actually means
• The difference between refinancing and equitization
• The 2027–2029 put windows
• Gross vs net debt
• Why equity premium is the real variable
• And whether pre-funding with cash could reduce future dilution

This is not financial advice.

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Do you think Strategy will pre-fund ahead of 2027?
Or stay fully aligned with the accumulation thesis?
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