alright here’s what the btc treasury cycle looks like over the next 5 yrs. super funds with basically unlimited fiat firepower and capital raising capabilities will start scooping up small public companies trading below their nav and turn them into bitcoin treasuries. by the end of the decade, you’ll see thousands of these tiny public companies sub 10 to 20 million market cap today turning into billion dollar bitcoin giants.
Discussion
Why I haven't sold my small caps
Sounds fun.
In 2030 there are 1,000+ public companies with over 5,000 bitcoin on the balance sheet
btc treasury cycle is real.
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A new company called Nakamoto will merge with KindlyMD to establish a Bitcoin Treasury company. $KDLY market cap on Friday close was $23m. This morning pre-market +400%.
The question is what these zombie companies do with the capital accumulated without having actually earned it.
they’re being turned into btc treasury companies. think commercial real estate conglomerates but for digital property. for now it’s all about stacking, but im sure they’ll find new ways to monetize btc down the line.
Good points