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"Every time Strategy wins, every time Strive wins, every time H100 wins, every time Smarter Web wins, Capital B wins because when you talk to fund managers all across the world, they need more issuers to allocate more capital." Director of Bitcoin Strategy at Capital B, Alexandre Laizet (Alexandre... show more
69,461 views • 19 days ago •via X (Twitter)
14 Comments

Alex is a genuinely awesome guy.

more public companies holding btc is bullish for everyone in the space

@saylor Bitcoin treasury companies are basically building more on-ramps for institutional capital. More vehicles, more buyers.

@asjwebley 💯 The market is still so small. When btc becomes popular again, all will moon.

wins together only if they're all buying at a premium to nav. strive's last buy was $79,444 avg against $78,077 spot, accretive. the ones issuing stock below nav are diluting holders while calling it a win.

@saylor Thought this was the Harry Potter kid

@saylor every time they win the thesis gets louder. the boring part is most people still don't know what they actually own

@saylor Thought that was Zuch quickly

@saylor more issuers means more allocation, right?

1

The only winner is XXI

the orange hair is a nice touch.

More issuers can give fund managers better choice, but differentiation will come down to execution, liquidity, and transparency.

Positive-sum if it brings more capital into BTC, not just shuffles it around.
