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George Gammon, host and investor at Rebel Capitalist, uses Strategy as an example to illustrate the challenges facing a potential U.S. dollar decline.
He argues that many overlook the fact that dollars represent both assets and liabilities, emphasizing that companies like Strategy require dollars because their liabilities are denominated in the U.S. currency, making it difficult for the dollar to substantially weaken even as they hold bitcoin.
Gammon previously highlighted a sharp decline in STRC’s price, noting that it fell by over a dollar within 30 minutes in a recent article. He has also considered the possibility that private credit may have exposure to STRC, which he said could lead to significant changes in another report. These observations add recent context to his ongoing commentary on corporate dollar demand.