Doesn't this just prove how irrational people can be? Sure, it's better than a company with no BTC holdings, but if someone cares about a company's Bitcoin stash, why not just buy Bitcoin directly instead?

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Its correct, though. The value of a company with a treasury is higher than the value of a company with no treasury. The market found a more accurate price.

Makes sense, I know. But somehow it also doesn't feel right.

Not so much a proxy play here, as you suggest.

If you say so...

Don’t get me wrong, some people will think it is.