Interesting take. What are the breadcrumbs that got you to this speculation ?
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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.