I’m not a fan of anything but Bitcoin.
if your institution still can’t touch BTC, if your balance sheet isn’t orange yet, you’re already behind the curve.
3 signs you urgently need to study Bitcoin:
— You check the fiat price like it means anything.
— You think banks arriving is bullish.
— You believe you get it. You don’t.
There are 3 types of Bitcoin company exposure:
1. Strategic Attackers Companies that issue fiat debt to buy BTC. Think:Strategy, Metaplanet..
2. Bitcoin-Native Builders Companies built on Bitcoin, for Bitcoin. think:XXl .
3. Conservative Accumulators Companies like IM8 that stack 1 BTC/day with zero debt.
For me, the last model wins .
Bitcoin’s long-term fundamentals are intact.
fixed supply, decentralisation, network effect, scarcity, distribution of hashrate, growing adoption.
none of this changes with a price dip or top.
