Strategy Stock Could Climb as New Rival Twenty One Validates Its Bitcoin Strategy

Michael Saylor's bitcoin buying strategy had both believers and skeptics. But a new rival just emerged, already holding nearly $4 billion BTC on its balance sheet—and it's a bullish sign, according to at least one Wall Street analyst. When SoftBank, Tether, and Cantor Fitzgerald unveiled plans to launch a new bitcoin investment company called Twenty One, structured explicitly around holding bitcoin as its primary business, many called it a significant rival to Saylor's Strategy (MSTR). Its day-one bitcoin balance sheet holding would rank it as the third-largest publicly held bitcoin treasury on day one source: https://www.coindesk.com/markets/2025/04/24/strategy-stock-could-climb-as-new-rival-twenty-one-validates-its-bitcoin-strategy