NickDGarcia
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We are watching Bitcoin cross the chasm.
The current arc is the proliferation of corporate-treasury adoption and corporate holding companies (Metaplanet, Strive, Nakamoto).
The next escalation, likely already underway, is government adoption.
Truly incredible stuff
The current arc is the proliferation of corporate-treasury adoption and corporate holding companies (Metaplanet, Strive, Nakamoto).
The next escalation, likely already underway, is government adoption.
Truly incredible stuff
Over the past month, pure-play BTC corporate treasury companies have been on a tear.
All are up > 3x, with the average up +626%.
Although a lot of the short term pa is due to the public announcements, expect this space to continue serving as high beta BTC exposure if BTC runs.
All are up > 3x, with the average up +626%.
Although a lot of the short term pa is due to the public announcements, expect this space to continue serving as high beta BTC exposure if BTC runs.
The Bitcoin Conference is next week and the lineup is stacked.
The VP, Presidentās sons, crypto czar, and the goat (Saylor) are just some of the guests.
Over the past few weeks, a number of publicly traded pure-play BTC companies have been announced.
Iām expecting a slew of bullish announcements from them.
Of course, the host @DavidFBailey is leading @nakamoto.
š
The VP, Presidentās sons, crypto czar, and the goat (Saylor) are just some of the guests.
Over the past few weeks, a number of publicly traded pure-play BTC companies have been announced.
Iām expecting a slew of bullish announcements from them.
Of course, the host @DavidFBailey is leading @nakamoto.
š
The Stablecoin bill is going to pass š
A major moment for the industry, as the fruits of the 2024 election campaign begin to bear fruit.
Cannot be overstated how far we've come on the reg front in < 6 months.
This is one of the most exciting times to be in this industry.
A major moment for the industry, as the fruits of the 2024 election campaign begin to bear fruit.
Cannot be overstated how far we've come on the reg front in < 6 months.
This is one of the most exciting times to be in this industry.
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