While I understand what you mean I don’t 100 percent agree. To me bitcoin is the money therefore any investment has to be able to outperform bitcoin, currently those are the companies adopting some form of bitcoin strategy. Will they all succeed? No. Will some outperform? Yes. That is where the risk comes in investing. Shitcoins do nothing useful whereas a company that provides products or services that real people use is not the same thing. If I had a company I would also use it as a vehicle to stack sats while providing real business. I’m not saying all companies with a bitcoin strategy are good either they could still be shit.