Thread

Zero-JS Hypermedia Browser

Relays: 5
Replies: 1
Generated: 12:51:42
I lean towards lump sum, but ultimately am fine as long as the BTCTC has regular and aggressive buys, and they’re not exposed to fiat in significant quantities or durations. If bitcoin truly does around 30% per year for the next decade or more, both these strategies will likely be equally effective. Jurisdiction dominance is more important for BTCTC’s, I think. MSTR has the USA, Metaplanet has Japan. No clear leaders in the others yet. There’s more hostility than interest in Bitcoin treasuries here on nostr, from what I’ve seen. Wouldn’t expect anything less from the most hardcore Bitcoiners, who dominate this space. 😂
2025-08-31 06:59:03 from 1 relay(s) ↑ Parent 1 replies ↓
Login to reply

Replies (1)

Tell me about it haha! I think you nailed it. To me what makes sense is main allocation to MSTR. If someone just held that as their BTCTC portfolio allocation I think long-term it’s fine. If you want additional exposure you could add Metaplanet, after that it’s difficult. Smarter Web and Capital B could be a smaller third position. TwentyOne I think will compete because of nostr:npub1cn4t4cd78nm900qc2hhqte5aa8c9njm6qkfzw95tszufwcwtcnsq7g3vle. Hard to know where to put them now though. Other than these really hard to know. Management and experience is key with these. The dark horses are SQNS, ASST, NAKA, and DDC. The rest are lottery tickets. Did I miss one? I’m losing track.
2025-08-31 12:22:26 from 1 relay(s) ↑ Parent 1 replies ↓ Reply