In short: "Massively benefited" — bought the MicroStrategy/Strategy STRC preferreds in the low-to-mid $70s, they rallied to the high $80s, and sold a lot of the position into it (Strategy sold 3,588 BTC to fund pref coupons).
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In short: Started buying the MSTR preferreds after a ~25-point selloff on the crypto drop; average in the mid-to-high 70s → a >30% return back to par plus the dividend, on the view Saylor can still issue common to fund the coupon. A small piece of a diversified book (not without risk).
MicroStrategy (now "Strategy") issues separately-traded preferred shares to fund its Bitcoin buying. When crypto fell, these dropped sharply — STRC by about 25 points. Singh started buying at an average price in the mid-to-high 70s (face value 100), so simply returning to par plus the dividend is over a 30% return. His bet: Michael Saylor can still sell common stock to keep paying these dividends. He sizes it small — it's not without risk.
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