No one can answer your question except for you. I’ve studied it enough to take a 15% allocation in STRC. That’s my own current comfort level. I’d never put all my eggs in any one basket though.
The Strategy website under the Investors link has the most recent earnings call video, which is very instructive. And the Michael Saylor keynote in Abu Dhabi this week explains their latest thinking. Finally, the True North guys on YouTube constantly analyze Stategy and its preferred stock offerings.
Good luck.