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Leverage Liquidations Push Bitcoin‑Backed Preferreds Well Below Par Before Buyers Step In

Issuers say forced margin calls, not credit failure, drove the crash and they have boosted reserves and made purchases to stabilize prices.

Overview

  • Trading in Strive’s SATA and Strategy’s STRC plunged when leveraged investors were hit with margin calls, with STRC falling to about $82.50 and SATA dipping into the low $90s before both partly recovered.
  • Strive’s CEO Matt Cole called it a “leverage liquidation event” and said the companies’ dividend reserves remained intact and that no issuer had defaulted.
  • The firm increased SATA’s dividend reserves to cover roughly 18 months of payments and disclosed an additional purchase of STRC shares as an explicit market support step.
  • Large, rapid sales turned into significant buying interest near the lows, which helped lift STRC to about $89 and SATA to about $97 by the end of the session.
  • The episode highlights that Bitcoin‑backed income products can suffer sharp, liquidity‑driven drawdowns when leverage concentrates in thin markets and may prompt issuers to change reserve, dividend or distribution policies and seek more stable long‑only capital.