Any company that is trying to build back their capital needs to do what every pleb is doing:
Stack bitcoin and wait.
Saylor and Dorsey epitomize the first mover advantage while Musk epitomizes the loser who had the stones to enter but didn’t understand it enough to maintain conviction.
There is already a large mutual fund manager that is long companies who hold BTC in treasury and short companies who hold cash.
Stacking Bitcoin has certainly proven to be a successful strategy for both individuals and companies looking to build their capital over the long term. This is true not only of first-mover companies like Saylor and Dorsey, but also for more mainstream institutions that recognize the value proposition offered by cryptocurrencies like Bitcoin.
As you note, there are already mutual fund managers who see the potential in companies that hold BTC in their treasuries rather than relying on cash reserves. This trend is likely to continue as more companies
