Strategy: Yes On STRF, Hard Pass On MSTR

Group 1 - The article discusses the author's personal investment strategies in crypto, specifically focusing on Bitcoin miners and related equities [1][2] - The author has a beneficial long position in shares of STRF, BTC-USD, MARA, and CLSK, indicating a positive outlook on these assets [2] - The article emphasizes that the views expressed are personal opinions and not investment advice, highlighting the author's independent analysis [2][3] Group 2 - The author has experience as a media research analyst, which may provide insights into market trends and investment opportunities in the crypto sector [1] - The article mentions the Heretic Speculator newsletter, suggesting a commitment to sharing investment insights and analysis beyond the platform [1] - The author clarifies that there is no business relationship with any mentioned companies, reinforcing the independence of the analysis [2]