Microstrategy is basically a bitcoin ETF without the 2% fees of GBTC. You can also run options on MSTR to basically leverage on bitcoin hahaha. This is like owning Yahoo pre-Alibaba-IPO. I'll also say that it's ag reat acquisition target for Square, Paypal, or any tech company (Google, FB, etc.) that wants to get into the crypto game (without drastically moving the price or going through the hassle of trying to procure bitcoin directly).
Every quarterly earnings will be a reminder to everyone of its bitcoin earnings, which by the end of 2021 will far exceed its market cap many times over. And hell, the visibility might lift their core product as well.
Took a position earlier and it's working out nicely so far.