With Block’s recent addition, there are now three companies in the S&P 500 that hold Bitcoin; a subtle but significant milestone, and I’m bullish that this number will grow.
We’ve come a long way from Bitcoin’s early days, but somehow it still feels like we’re at the very beginning of a much larger shift.
A shift not just in markets, but in mindset, infrastructure, and how capital allocators think about long term resilience.
Block may not have the market cap of Tesla or Coinbase, but its inclusion matters for a different reason.
Unlike the others, Block is led by someone I’d actually consider a Bitcoiner.
Jack Dorsey isn’t hedging, he’s building for a Bitcoin future.
What’s most remarkable is that even conservative, index bound investors are now gaining indirect exposure to Bitcoin; often without even realizing it, and if that much can happen from just three companies, imagine what it will look like when a company like Strategy makes its way into the index.
A true stacking machine, structurally embedded in mainstream portfolios.
