I see him as a Bitcoin educator and nothing more. I don't pay much attention to what he says anymore, his analogies seem to be getting more bizarre and I'm rather wary of his statism. His podcast musings are decent for newcomers but I prefer Saifedean and Matt Kratter since they discuss the properties of money more straightforwardly and they aren't statists.

In any case (like any large institution in the space), if Microstrategy allocates their bitcoin properly, that's good for Bitcoin. If they fumble their stack and get liquidated, that's good for Bitcoin