Bitcoin
Bitcoin and everything related. Please don't post daily price. That's low signal info
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Corporations are increasingly embracing Bitcoin as a strategic asset, this also creates exposure for tradfi investors who want to own Bitcoin but hedge the risk through proper management from the corporations. Hereโs a quick breakdown of recent moves in the financial world,
ProCap Financial, Inc. (CCCM) led by Anthony Pompliano, raised $750M to build a Bitcoin-focused treasury, aiming for a $1B valuation, the largest initial fund raise for a public Bitcoin treasury company.
Sequans Communications , a Paris-based leader in 5G/4G IoT semiconductor solutions, raises $384M for a strategic initiative to establish a Bitcoin treasury, through a mix of equity and convertible debt. Something to note is how this is a very leveraged bet on Bitcoin as Sequanโs market cap is about $40m.
Metaplanet, often regarded as the Japanese Microstrategy added an extra 1111 BTC on the 23rd of June, at an average price of $106,408 ($118.2m in total) to increase their total holdings to 11,111 BTC
Trump Media, the company that operates Truth Social of which majority is owned by Donald Trump is pushing forward with a $2.5B Bitcoin treasury while executing a share buyback, as at June 23rd 2025.
MicroStrategy, a pioneer in this space, slowed its Bitcoin purchases to 245 BTC last week but remains a key player, bringing their total holdings to 592,345 BTC
Bitcoin vs. Gold: The Store of Value Showdown
As of June 2025, Bitcoinโs market cap is ~$2.1T, while goldโs is ~$22.5T, making gold over 10x larger. Gold has long been the go-to store of value due to its stability, physical tangibility, and centuries-long track record. Bitcoin was always just seen as a peer to peer electronic cash system over the years, but in the past 3 years since it attained its store of value status, weโve seen this adoption reflect in the price for several reasons such as:
-Its finite supply of 21M, introducing true scarcity
-Portability as it can be transferred globally in minutes
-Its nearly infinite divisibility into tiny fractions
-Institutional momentum, Bitcoin ETFs as at yesterday 24th June, had a total net inflow of $589M
-And most importantly, Decentralization.
Different analysts suggest Bitcoin could reach $120,000โ$200,000 by year-end 2025 if corporate adoption continues, with long-term forecasts of $500,000โ$1.5M by 2030 as companies like MicroStrategy and nations like El Salvador lead the charge. Goldโs market cap would require Bitcoin to hit ~$1M per coin to match, a contest I have been paying keen attention to.
What are your thoughts on Bitcoin vs. gold as a store of value? Letโs discuss! ๐ 2 replies
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