The tweet was deleted by the author.
But we saved everything 🙂.
Fernando Nikolic, founder at Perception, reports that a quantitative audit conducted by his team has analyzed every tweet, media interview, and conference speech from Michael Saylor, as well as all MSTR corporate communications, comparing 2025 to 2026.
According to Nikolic, the data reveal an indisputable and deliberate structural pivot within Strategy over this timeframe. Detailed charts provided in the analysis show a clear change in direction for the company.
Nikolic has previously highlighted that Bitcoin adoption and capital remain concentrated in North America and Europe, following patterns seen in traditional finance. In a separate report, he argued that Dimon's opposition to the Clarity Act signals banks' efforts to defend their existing advantages. These findings add context to his latest audit of corporate strategy shifts.