IMO it's a counterplay to the Gold buying we're seeing in markets.
After all, these Bitcoin treasury companies is a new way of saying central banking.
They'll be literally printing e-cash/lighting types in place of Bitcoin liquidity in the near future.
We've come full circle and tbh BTC feels like it's captured.
Sure, you have autonomous txns and freedoms, but once that pools up to the Blackrocks or MSTRs, then you're never seeing those sats again.
P2P will continue until that is all sucked up to the top when you buy your burgers in BTC.
Ultimate mandate now is just to hold bitcoin for as long a humanly possible, then sell it for the pay off at some stage.