Strategy Announces 2026 Vision, and It Is Not About Bitcoin at All
The numbers behind the facade support the pivot. Market cap is shown at nearly $44 billion, with enterprise value at nearly $57 billion. The firm’s own dashboard puts mNAV at 0.739 , 0.824 and 0.967 , which indicates that the market is not paying a premium for the coins right now.Therefore, the 2026 message is really understandable: start selling the AI infrastructure again. If enterprise AI spending continues to accelerate, then budgets will be allocated to data foundations and semantic layers, and Strategy is signaling it plans to be there whether Bitcoin is trending or not.