Bitcoin treasury companies (BTCTCs) are deploying their capital to buy bitcoin in one of two ways.
Lump sum or DCA.
I would argue it’s better for a BTCTC to buy lump sum at their size (like Strate...
I lean towards lump sum, but ultimately am fine as long as the BTCTC has regular and aggressive buys, and they’re not exposed to fiat in significant quantities or durations. If bitcoin truly does around 30% per year for the next decade or more, both these strategies will likely be equally effective.
Jurisdiction dominance is more important for BTCTC’s, I think. MSTR has the USA, Metaplanet has Japan. No clear leaders in the others yet.
There’s more hostility than interest in Bitcoin treasuries here on nostr, from what I’ve seen. Wouldn’t expect anything less from the most hardcore Bitcoiners, who dominate this space. 😂
Jurisdiction dominance is more important for BTCTC’s, I think. MSTR has the USA, Metaplanet has Japan. No clear leaders in the others yet.
There’s more hostility than interest in Bitcoin treasuries here on nostr, from what I’ve seen. Wouldn’t expect anything less from the most hardcore Bitcoiners, who dominate this space. 😂
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