The Bitcoin treasury strategy is dead! 99% of new companies are using outdated methods to lose money, while I am using these three tricks to harvest institutions.
Only when the tide goes out do you discover who has been swimming naked - the golden era of the Bitcoin treasury strategy is coming to an end, and the new rules of the bronze age have quietly taken effect.
As an analyst who has deeply engaged in the crypto market for six years, I must pour cold water on new entrants: the era of "buying and buying" to make easy profits is over. The legendary story of MicroStrategy is becoming a swan song - this company purchased 189,000 BTC for $3 billion, experiencing a floating profit of over $10 billion, which essentially benefited from the triple dividends of the 2020 halving cycle + institutional entry + Federal Reserve easing. And now all three engines have stalled, and Bitcoin is undergoing an unprecedented value reassessment.
Look at the companies that have recently entered the market: a Web3 infrastructure provider spent $50 million to buy at a high of $68,000, and now the paper loss has reached 23%; another gaming guild adopted a DCA strategy to build positions in batches but has repeatedly been trapped in the range of $48,000 to $60,000. These cases confirm the harsh reality: when the market shifts from a one-sided rise to wide fluctuations, the simple strategy of "holding coins is justice" is failing.
I recommend focusing on three dimensions:
1) Dynamic hedging
2) Ecological coordination
3) Timing selection. Just like those companies that laid out Staking in the bear market of 2018, what is needed now is a mindset of "value capture" rather than "value storage."
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