Saylor Says Strategy and Rival Strive Are Building the Industry Together

Michael Saylor, CEO of Strategy MSTR, says his company is not in competition with rival Strive ASST. Instead, he views them as allies working together to build a Bitcoin-focused industry.

In a post on X, Saylor argued that despite competing for investor dollars, the real opportunity lies outside the industry. He pointed to data from SIFMA showing global equity markets reached $157.8 trillion and global fixed-income debt hit $160.7 trillion by the end of 2025.

Saylor said that if just one-tenth of one percent of either market is captured, it would equal roughly $160 billion. He believes this is a more realistic target for Bitcoin treasury companies like Strategy and Strive.