Clear street’s brian dobson says michael saylor’s strategy still has substantial upside if it can continue generating incremental satoshis per share

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https://marketwise.com/investing/strategy-sells-bitcoin-should-investors-expect-more/ Brian Dobson, an analyst at Clear Street, has expressed confidence in Michael Saylor’s strategy for Strategy Inc., the company formerly known as MicroStrategy. Dobson suggests that the strategy of increasing Bitcoin per share could unlock significant upside for the company’s stock. This approach focuses on managing capital to enhance the Bitcoin exposure per share, rather than simply accumulating Bitcoin. As of the latest quarter, Strategy holds approximately 843,775 BTC, translating to 210,824 satoshis per diluted share. This shift in focus indicates a strategic nuance in Saylor’s Bitcoin-centric approach, which could have implications for the company’s stock performance. The market reflects this sentiment with increased activity around whether Strategy’s stock (STRC) will hit $100. The pricing in the STRC Hits $100 market indicates a growing belief in the stock’s potential to reach this milestone by December 31, 2026. As of now, the probability of STRC achieving this target by the end of the year has risen to 47.5%, a notable increase from previous weeks. This uptick suggests that market partici...

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