Taking bets for when this happens 👇

Prescient words right there. Read it here first.

EXTRA! EXTRA! 📰

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.

Oh that's a good point, acquiring a company doesn't affect the price. But again that BTC treasury company would know that so that would add a premium. I'm sure there are treasury companies that are planning on this already

At what valuation? Why sell?

It is. Undoubtedly, any company that accumulates BTC now will increase its value a lot in the future.

That’s the hundred billion dollar question

Well that didn’t take long. View quoted note →

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