Jun 30, 2026 2:32 PM
Strategy (MSTR) is pivoting from a "buy only" stance to selling up to $1.25 billion of its Bitcoin to fund share buybacks. While purists see this as a betrayal, this monetization is being dismissed as a mere "rounding error" despite a projected 500% stock surge to $570. By running its capital engine in "reverse," the firm is acting as an active manager rather than a passive treasury. Is MSTR still the ultimate Bitcoin proxy, or has the mission fundamentally changed? What's your take?
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