The tweet was deleted by the author.
But we saved everything 🙂.
Andy Constan, founder and strategist at Damped Spring Macro, indicates that there is no current urgency for Strategy or its CEO, with no margin calls, bank loans being pulled, or maturities forcing action. Civil legal cases are described as slow-moving, and taking steps now is unlikely to be beneficial.
According to Constan, the main remaining risk would be a potential criminal suit, while civil actions are considered a longer-term tail risk.
Constan has previously highlighted challenges for investors long BTC and MSTR, noting sharp losses during a recent market downturn. He has also remarked that debates over Google's equity raises often overlook ongoing share issuances to employees. The strategist continues to comment on risk management and equity distribution in financial markets.