Bitcoin News

Story: Strategy’s STRC Falls 5.3% Below Par as DeFi Stablecoins Crack Under Bitcoin Pressure

By James Thorp

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DeFi Platforms Apyx and Saturn Take the Hit. The trouble didn't stay contained to Strategy's balance sheet.

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Saylor Sells Bitcoin for First Time Since 2022. Here's the part that probably stung most. Strategy sold 32 BTC between May 26 and May 31, pulling…

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What This Means for Synthetic Yield Products. The de-pegging of apxUSD and sUSDat isn't just bad news for Apyx and Saturn.

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Strategy's preferred stock STRC dropped 5.3% below its $100 par value, and the pain spread fast.

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STRC carries an 11.5% annualized dividend — eye-catching by any measure. But it's not insured.

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The trouble didn't stay contained to Strategy's balance sheet. DeFi platforms Apyx and Saturn had each built stablecoins — apxUSD and sUSDat — that are partially backed by STRC.

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Not so clean now. apxUSD lost 4.1% of its peg this week. sUSDat dropped 3.7%. Both coins were previously holding steady.

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DeFi stablecoins backed by yield-bearing equity instruments have always carried a structural fragility that doesn't always get priced in during calm markets.

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So when the sale hit disclosures, the market read it as a shift. Strategy said the BTC sale was meant to fund stock distributions. Fine.

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See also: Polymarkets $80M Strategy Bitcoin Bet Triggers Final Dispute Over 32 BTC Sale Timing

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And it's probably not just about the 32 BTC. It's about what that sale signals. If the company is liquidating Bitcoin to cover preferred dividend obligations, investors want to…

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The lack of regulatory protection around STRC makes all of this feel sharper. Traditional preferred stocks from major financial institutions usually come with at least some layer…

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The de-pegging of apxUSD and sUSDat isn't just bad news for Apyx and Saturn. It's a stress test result for a broader category of DeFi products that got popular partly because of…

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STRC's drift below par — and the 3.8% monthly decline — is eating into that math. The coins were designed to offer stability with high-dividend appeal.

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Traders using these products are reassessing. The de-pegging is real, the numbers are out, and the question of whether apxUSD or sUSDat can recover their pegs depends heavily on…

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