Strategy owns more of the hardest asset than any entity on the planet.
In simple terms, their goal is to own more.
However, due to "market conditions", they said they may/will sell some bitcoin opportunistically.
They also sell a variety of credit instruments and will opportunistically buy some back.
IMO, they are no longer just a Bitcoin Treasury company.
They are a Bitcoin Investment Bank.
And, this requires a different skill set.
Mr. Saylor and Team are brilliant, but need to consider hiring new talent to manage what they have become.
Managing how to profit from owning more of the hardest asset on the planet is a different skill set.
Jul 2, 2026 · 4:09 PM UTC
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