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Deep Dive Special: Bitcoin Treasury Companies
The team provide an analysis of the relatively new financial phenomenon of Bitcoin Treasury Companies, publicly traded entities that hold significant Bitcoin reserves as a core corporate strategy, pioneered by firms like Strategy Inc. (formerly MicroStrategy). The team examines the Bull Case, which asserts that these companies offer a superior, leveraged exposure to Bitcoin by actively growing their Bitcoin-per-share (BPS) through capital raises fueled by a price premium. Conversely, the Bear Case argues that this model is transient and flawed, facing an existential threat from the rise of…
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