At some point there will be an M&A deal where a company is acquired strictly for its bitcoin treasury.
Discussion
Taking bets for when this happens 👇
It's May 2025 right now, I'll set the over/under at Dec. 31, 2029.
But why wouldn't said company just buy X amount of bitcoin instead? Or would you be paying for the IP of said bitcoin treasury company as well
Trying to game a scenario. I like the idea of Brand IP which is not nothing, for instance imagine MetaPlanet (a company with very little brand recognition) buying GameStop.
But also imagine a scenario where a company wanted to leap frog in pole position with their treasury strategy.
But also, if a company had say $100B in cash reserves, they could deploy that in the open market but acquiring a company doesn’t affect the open supply in the same way.
Maybe? Getting a bit out of my depth with market dynamics.
It is. Undoubtedly, any company that accumulates BTC now will increase its value a lot in the future.
Well that didn’t take long.
