Saylor said this might be Bitcoin's killer app. Basically he's offering 10% annual dividends competing with all kinds of money market funds and bonds. The product is profitable for $MSTR holders as long as Bitcoin accretes more than 10%/y on average.

The TAM of this market is huge.

Basically it's Bitcoin stripped from all its volatility with 10% gains/y. This is very attractive for a lot of folks who are looking for the risk free investment.