Saylor views most of the S&P and misallocated capital and fraudulent. His point is that most companies are shit, so why not at least be shit with Bitcoin on your balance sheet?
I’m a self custody maximalist, but I find the STRC product helpful in that I can keep some funds in essentially a stable coin earning yield. This product wouldn’t exist without a company deciding to accrue Bitcoin. Strategies initial plan was to try to beat stacking sats by accessing deeper credit markets and that worked out pretty well but had a limited shelf life. I think offering a high yield savings account is going to drive a lot of profit and will put strategy into a new class of company over the next 5 years.
There is of course going to be the pure grifters looking to take your bitcoin, but I think in general there are ideas being generated that will only be possible for companies with a large stack of bitcoin. Now is the time to get that large stack.