STRC Likely Raises $1.2B, HYPE Earnings Step-Change Materializes, Clarity Advances

May 14, 2026

  • STRC Volumes Reaccelerate Meaningfully: After concerns earlier this week around softer-than-expected STRC demand, today’s session represented a major reversal. STRC traded at or above par for most of the day and posted more than ~$1.5B in trading volume, by far the strongest showing of the current ex-dividend cycle. Assuming roughly 80% of that volume reflects ATM issuance, Strategy likely raised approximately ~$1.2B of incremental capital that is now in the process of being deployed into BTC.
Source: B...

Finish reading this report for free

Enter your email and we'll send the paywall-free report directly to your inbox

Articles Read: 2/2

In addition to your unlocked report, you will receive our weekly market newsletter Fundstrat Snapshot, as well as occasional updates and offers from Fundstrat Direct. You can unsubscribe at any time.

Get unlimited access to Tom Lee's Fundstrat research Subscribe
Already a member? Log in
Fundstrat Direct footer logo

150 East 52nd St, 3rd Floor New York, NY 10022

SUBSCRIBE TO OUR FREE RESEARCH REPORTS

An institutional-grade report delivered to your inbox every week.

© 2026 Fundstrat Direct. All rights reserved.

Illustrations by Karl Wimer.