Interesting take. What are the breadcrumbs that got you to this speculation ?
Discussion
Michael Saylor has talked about offering bitcoin backed lending, as has Jack Mallers.
Strategy have no retail customers, Strike has a large amount of global retail customers already.
Strategy is aiming for bitcoin yield, Strike is a sats-flowing profitable business.
Strike likely already has lots of licensing allowing them to offer these services, Strategy has the capital to fund the services.
Love this. Thanks for the insight. Makes a lot of sense.