Bitcoin Bonanza: Corporate Treasuries Leapfrog ETFs in Crypto Race!

A Great Disturbance in the Force I Sense: The Rise of Corporate Hoarders

Hmm a shift in the Force I sense. Corporate treasuries yes buying more Bitcoin than ETFs they are. A third consecutive quarter this has been. Like younglings to a podrace companies rush eager to follow MicroStrategy's path. A crypto friendly environment a powerful ally it is. "Do. Or do not. There is no try," but BUY they did.

ETFs a Wounded Bantha Slowed They Have

ETFs more slowly they grow. Only 8% increase hmm? While companies a hefty 18%. "Size matters not," I once said but in this case perhaps it does. Nick Marie speaks wisdom a different reason for buying each has. Shareholders companies seek to please. Short term price little they care. Accumulate their goal is.

Trump Card Played the Regulatory Landscape Changed

A Trump card played it was. Regulatory relief the Force now favors. Executive order for a U.S. Bitcoin reserve signed he did. Reputation risk fading it is. "Fear is the path to the dark side," and fear of crypto many once had. But not anymore.

GameStop Jumps In Joining the Bitcoin Bandwagon

GameStop now buys Bitcoin it does. KindlyMD merges Nakamoto joins the fray. Anthony Pompliano's ProCap a SPAC it seeks. Like ants to a picnic they come. Strategy still the behemoth. "Always two there are no more no less. A master and an apprentice," but many followers Strategy has.

Strategy a Galaxy Far Far Away

Strategy far ahead it is. 597,000 BTC a mountain of digital gold. Mara Holdings next in line. Catch Strategy hard it will be. Deep liquidity they possess. Smaller companies a riskier bet they are but higher rewards they may bring. "Patience you must have my young Padawan."

The Future Cloudy It Is

Ten years from now fewer companies this path they may tread. Dilution a threat it is. Normalization another. Bitcoin so common no need for companies to act as proxies there may be. Leveraged Bitcoin equities a way to outperform. "Luminous beings are we not this crude matter," but even luminous beings like a little leverage hmm?