Another bitcoiner with a fundamental misunderstanding of Strategy.

"With the passage of the GENIUS Act and the likely approval of the CLARITY Act, institutional investors and large funds will soon have direct, regulated access to Bitcoin. When that happens, the need to access Bitcoin through a leveraged equity proxy like $MSTR diminishes significantly."

Strategy's product is not $MSTR, its:
STRC
STRE
STRF
STRD
STRK

Insurance companies, pensions, banks, and other institutions, unless they want to be 200% overcollateralized, can't hold bitcoin as a base asset, when they could have to pay billions for a hurricane or wildfire disaster in a single year (in the case of insurance, for instance). What if bitcoin is down 70%?

Banks are starting to figure it out, are buying STRC, raking in 10%, and offering their customers 4% "high yield" savings and CDs.

Not everyone can use the volatility of bitcoin. Strategy strips the volatility, gives it to the shareholders, and sells a product that much of the world is starving for.

If you don't understand Strategy, that's perfectly fine: you SHOULD hold most of your wealth in bitcoin only. But what if you have enough bitcoin, and want to invest, instead of save?? Strategy is one of the only real investments that has a chance of growing in bitcoin terms.

I understand the Saylor hate: his rhetoric changed from bitcoin maxi, to fiat maxi, when things started getting big. In my opinion, his understanding of bitcoin did not suddenly disappear, and he is saying what he needs to, in order to get what he wants.

Strategy's "business" didn't really start until the prefs, which are only a few months old, (STRC, at $2 billion, was the largest IPO in 2025)