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Looking for next “MicroStrategy” in Nasdaq and NYSE is simply retarded , as the new clone will simply be high-leverage plays without real organic demand. Fixed-income investors in the U.S. already have exposure to MicroStrategy, which offers sufficient yield. It’s unlikely for them to take on higher-risk alternatives.
If these new clones can’t continuously secure fresh capital to fund future Bitcoin purchases, there’s no reason for them to trade at an mNAV premium. In the best-case scenario, most will trade slightly above 1x like $MARA does now or more likely, at a discount. Rekt.
If these new clones can’t continuously secure fresh capital to fund future Bitcoin purchases, there’s no reason for them to trade at an mNAV premium. In the best-case scenario, most will trade slightly above 1x like $MARA does now or more likely, at a discount. Rekt.
The only real risk with Bitcoin is thinking there’s a risk, so you didn’t buy, or didn’t buy enough.
First they said ETH didn’t pump because there was no ETF. Then they got ETH spot ETF but no significant inflows .
So they blamed the lack of an ETH MicroStrategy. Now they’ve created ‘ETH strategy’ plays. Soon they’ll realize the inflows still aren’t coming… aside from desperate ETH VCs.
And it’ll with ETH strategy stocks unable to pay off their debt, because ETH just isn’t strong enough
So they blamed the lack of an ETH MicroStrategy. Now they’ve created ‘ETH strategy’ plays. Soon they’ll realize the inflows still aren’t coming… aside from desperate ETH VCs.
And it’ll with ETH strategy stocks unable to pay off their debt, because ETH just isn’t strong enough
Everyone wants Bitcoin. But when direct access isn’t possible, a proxy trade is must. The one who captures that untapped demand will win big.
The purpose of those smart contract layer1s are to redistribute wealth to Hackers and North Korea. There’s been no real breakthrough in performance either.
Back when we still had Bitcoin Summits in China, they were full of bold, visionary takes. One of the best came in 2019:
“The supercycle begins when Bitcoin’s inflation drops below the dollar’s. The turning point is set for May 2025. After that, nocoiners can never catch up.”
Time to bring the Bitcoin Summit and our Bitcoiner friends back. @2040yyds @XiongTylerYue @chrisZNnaka
“The supercycle begins when Bitcoin’s inflation drops below the dollar’s. The turning point is set for May 2025. After that, nocoiners can never catch up.”
Time to bring the Bitcoin Summit and our Bitcoiner friends back. @2040yyds @XiongTylerYue @chrisZNnaka
Back when we still had Bitcoin Summits in China, they were full of bold, visionary takes. One of the best came in 2019:
“The supercycle begins when Bitcoin’s inflation drops below the dollar’s. The turning point is set for May 2025. After that, nocoiners can never catch up.”
Time to bring the Bitcoin Summit and our Bitcoiner friends back. @2040yyds @XiongTylerYue @chrisZNnaka
“The supercycle begins when Bitcoin’s inflation drops below the dollar’s. The turning point is set for May 2025. After that, nocoiners can never catch up.”
Time to bring the Bitcoin Summit and our Bitcoiner friends back. @2040yyds @XiongTylerYue @chrisZNnaka
You should know by now the smartest move is to buy Bitcoin whenever you have cash and just hold. Forget the short-term volatility. Stop trying to buy low, sell high, or wait for the perfect entry. Times have changed.
Gm ATH
Metaplanet’s outperformance over U.S. Bitcoin strategy stocks proves one thing: Regional Bitcoin Strategy has higher upside / potential than U.S Strategy plays
Two main reasons:
1. The U.S. market is saturated, any company can adopt a Bitcoin strategy easily .
2. In regional markets, barriers to direct Bitcoin access often push investors to seek alternative routes. The tougher the barrier, the stronger the demand.
Metaplanet as the Japan Bitcoin Strategy, where high taxes make direct Bitcoin exposure costly driving demand for proxy trades to get around it.
Same logic applies to https://t.co/qC5vHVmG76.Mainland investors face even bigger hurdles than just taxation.
1. Interest and capital waiting to deploy in Bitcoin is massive. Second-richest country after the U.S.But institutions have 0 Bitcoin exposure
2. Spot Bitcoin trading is impossible, There’s no way regulators will allow crypto trading it runs counter to one of the pillars of its’ economic system: strict capital controls
3. Accessing Bitcoin ETFs is super tough, it comes with high fee and requires QFII/RQFII quotas approved by the CSRC approvals that are rarely granted for Bitcoin.
4.Copying the same strategy in Hong Kong isn’t easy it takes long time. You need to go through a lengthy approval process for dilution and meet strict capital allocation thresholds for Bitcoin. That gives early movers a clear first-mover advantage.
In the past, they allocated to public crypto and mining companies as proxy trades , but those were too abstract and offered no direct exposure to Bitcoin holdings. A Bitcoin strategy delivers clear KPIs like BTC per share, making it the ideal proxy.
1723 began the process last year, and it’s nearing completion with the same team behind Metaplanet. The flywheel hasn’t started spinning yet, but the foundation is nearly set. Time rewards the early and the patient.
Two main reasons:
1. The U.S. market is saturated, any company can adopt a Bitcoin strategy easily .
2. In regional markets, barriers to direct Bitcoin access often push investors to seek alternative routes. The tougher the barrier, the stronger the demand.
Metaplanet as the Japan Bitcoin Strategy, where high taxes make direct Bitcoin exposure costly driving demand for proxy trades to get around it.
Same logic applies to https://t.co/qC5vHVmG76.Mainland investors face even bigger hurdles than just taxation.
1. Interest and capital waiting to deploy in Bitcoin is massive. Second-richest country after the U.S.But institutions have 0 Bitcoin exposure
2. Spot Bitcoin trading is impossible, There’s no way regulators will allow crypto trading it runs counter to one of the pillars of its’ economic system: strict capital controls
3. Accessing Bitcoin ETFs is super tough, it comes with high fee and requires QFII/RQFII quotas approved by the CSRC approvals that are rarely granted for Bitcoin.
4.Copying the same strategy in Hong Kong isn’t easy it takes long time. You need to go through a lengthy approval process for dilution and meet strict capital allocation thresholds for Bitcoin. That gives early movers a clear first-mover advantage.
In the past, they allocated to public crypto and mining companies as proxy trades , but those were too abstract and offered no direct exposure to Bitcoin holdings. A Bitcoin strategy delivers clear KPIs like BTC per share, making it the ideal proxy.
1723 began the process last year, and it’s nearing completion with the same team behind Metaplanet. The flywheel hasn’t started spinning yet, but the foundation is nearly set. Time rewards the early and the patient.
Hong Kong has officially passed its Stablecoin Bill. More bullish things incoming
Uh oh, investors are suing Strategy for misleading statements about its Bitcoin play. Wonder who will be the next…
https://assets.contentstack.io/v3/assets/bltf8d808d9b8cebd37/bltfba7ca0af6a9f6a8/682a9fc86555216ab73157fb/form-8-k_05-19-2025.pdf
https://assets.contentstack.io/v3/assets/bltf8d808d9b8cebd37/bltfba7ca0af6a9f6a8/682a9fc86555216ab73157fb/form-8-k_05-19-2025.pdf
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