‘I choose to bet on the “game” instead of picking a “team”. ‘
I asked
@Big D what he thinks about the new Bitcoin Treasury Revolution, and he said I could share it. He’s a sharp geo-macro guy and just joined Nostr. If this resonates, give him a follow:
Hey CK. Generally speaking, all these strategies, projects, and companies doing this kind of thing are obviously building around the same core idea: what Michael Saylor’s been doing. And honestly, it works. It’s working great right now, and the more Bitcoin keeps climbing, the more of these companies we’re going to see popping up all over the world. Some of them will make an absolute fortune no doubt. And that’s awesome. However …
This particular project (Metaplanet), in short, is obviously a struggling hotel company that sold off what they could and went all-in with Bitcoin, using strike warrants etc., and it’s working beautifully. You’re gonna see more and more of these pop up, and even smarter hybrid versions as people try to improve on the Saylor model.
But here’s the thing — eventually, someone’s gonna stumble. Maybe they get greedy, maybe they time it wrong, maybe there’s some unexpected global event… whatever it is, something will crack. It always does. One domino goes, and it sets off a ripple effect. And when that happens, even if 95% of these companies survive it and push through just fine, there’s always a few that won’t. One misstep could trigger a panic — a short-term crash or market event that feels like the whole house of cards is coming down.
But it won’t be the end of the world. These things happen. It’ll pass. A year later, the market rebounds, and life goes on — stronger than before. But for folks like you and me, who are holding Bitcoin or involved in any way, it can still hit hard in the short term. That’s why I always say: you’ve got to have a cushion. Some dry powder, so to speak. Budgeting. Something tucked away so when that event comes — and it will come — you can just sit back, ride it out, and not get rattled. Because once it blows over, you’re still standing.
As for which strategy is better, which one is more stable, which one will out-do the other … I don’t know. We are in a new world whereby fiat is being replaced in the coming days, weeks, months, years, decades ??? I am a macro investor, and so albeit I agree fiat is dead and BTC (or similar entities of the future) are the future, I am not willing to bet on the micro players of the new market. I think,
GENERALLY SPEAKING, BTC is the future and it will be profitable enough for most people to make them very wealthy. Will many individual companies adopt the new world of finance better than others, of course. Will many of these up-and-coming strategies make multiple times more money and achieve higher returns than the core-base BTC alone, of course. But … some won’t!! I think the MACRO will make a comfortable consistent steady return, and when managed properly can provide a day-to-day source of income and an overall capital gain that will set most people free from the grind of what has been the fiat slave-pool for the past x number of years. I choose to bet on the “game” instead of picking a “team”.
And … as always … just my opinion. LOL
Links to full episode...
