Bitcoin: finite, independent, unstoppable. Strategy is simply early
In unsure times, strong confidence—the least typical asset—is needed.
Their bitcoin forward last week was 6,500 higher, therefore their assets total more than $47 billion. They acquired on five of the last six Mondays without pause. For what cause?
Genuine strategy is not responding to noise. It's anticipating what cannot help itself.
Consider the underlying layers:
Bitcoin is becoming a currency anchor in a drifting world. A fixed-supply resource offers stability as well as opportunity under sovereign risk and constant liquidity.
Strategy is the long game of "economic Darwinism". Early institutions that recognize the asymmetric payoff pattern of Bitcoin will thrive. Those awaiting approval might arrive maybe later than the gift has already passed.
Every purchase would help Bitcoin's "self-fulfilling monetization" advance. Strategy is more about giving narrative weight, liquidity, and legitimacy in order to shape the new financial system.
The risk of bitcoin isn't relevant. The real threat lies in the long arc of history on which society holds on to structures meant to devalue worth.
Bitcoin is fast becoming the logical choice; it is not the contrarian bet any longer. Strategy sees it. Others will soon be copied. Some do this deliberately. Others are compelled naturalistically.
The problem is not "Why bitcoin?" but
"How long can you indeed afford to wait?"
