Education That Drives Execution
Explore curated educational resources built to give executives a clear framework for adopting and executing Bitcoin strategy.
THE BFC SHow
w/ Pierre Rochard
The Bitcoin Treasury Course
Produced by BitGo in partnership with Bitcoin For Corporations
Bitcoin Strategy Insights
A quick proposal for improving the stability and long-term viability of digital credit instruments.
BLUF: STRC had a lot of leverage on it. An initial downward move triggered much selling and this quickly cascaded into a classic liquidation event. We discuss other market dynamics at play too.
STRC enables a global Bitcoin DCA by substituting price volatility for yield volatility, allowing Strategy to acquire BTC regardless of spot price fluctuations.
A profitable operating business adds a second valuation component to a Bitcoin treasury. One that isn’t driven purely by sentiment.
A proposed MSCI digital asset rule risks distorting index neutrality by redefining operating companies using balance-sheet thresholds instead of fundamentals.
Shortsighted Shift at MSCI Singles Out Bitcoin Treasury Companies and Undercuts Benchmark Neutrality
MSCI’s move to exclude Bitcoin treasury companies is shortsighted, unnecessary, and undermines the neutrality investors expect in global benchmarks.
