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The people are beginning to wise up. And Michael Saylor is paying attention to the awakening.

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.

Strategy Announces 2026 Vision, and It Is Not About Bitcoin at All

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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And Michael Saylor is paying attention to the awakening.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>The people are beginning to wise up. And Michael Saylor is paying attention to the awakening.&nbsp;</p></body></html>","text":"The people are beginning to wise up. And Michael Saylor is paying attention to the awakening.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/517465646359208","repostId":2600068193,"repostType":2,"repost":{"id":"2600068193","kind":"highlight","pubTimestamp":1767249900,"share":"https://ttm.financial/m/news/2600068193?lang=en_US&edition=fundamental","pubTime":"2026-01-01 14:45","market":"hk","language":"en","title":"Strategy Announces 2026 Vision, and It Is Not About Bitcoin at All","url":"https://stock-news.laohu8.com/highlight/detail?id=2600068193","media":"utoday","summary":"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. 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Basically, their 2026 pitch came as — simplify, scale and unlock insights.This message comes as the Bitcoin side of Strategy's business remains enormous on paper with 672,497 BTC on balance, each of which was bought at an average cost per coin of $75,004. As it stands, the unrealized gain right now amounts to 17.04%, and the whole stash is valued at around $59.04 billion.However, the equity is acting as if it wants a different story. A TradingView chart shows MSTR at $151.95 on the day, down 2.35%, after a long comedown from 2025 highs. This serves as a reminder that Bitcoin exposure currently is a crowded trade, especially when the chart stops cooperating.No Bitcoin for Saylor in 2026?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 (basic), 0.824 (diluted) and 0.967 (EV), 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. 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