Dobson Sees Upside in Saylor's Bitcoin-Per-Share Strategy

Brian Dobson, an analyst at Clear Street, has expressed confidence in Michael Saylor's strategy for Strategy Inc. (formerly MicroStrategy), a company that has been aggressively buying Bitcoin.

The strategy focuses on managing capital to enhance the Bitcoin exposure per share, rather than simply accumulating more BTC. As of the latest quarter, Strategy holds approximately 843,775 BTC, which translates to 210,824 satoshis per diluted share.

Dobson's comments suggest that this approach could unlock significant upside for the company's stock, and market activity reflects this sentiment with increased activity around whether STRC will hit $100. The probability of STRC achieving this target by December 31, 2026 has risen to 47.5%, a notable increase from previous weeks.