Bitcoin is the only digital asset with real value and will grow to become roughly a quarter of global asset value, up from 0.2% today. The four-year cycle is intact; Bitcoin is at or near the bottom of a bear market, providing a buying opportunity for high-conviction investors.
MicroStrategy’s Bitcoin sales are part of a deliberate strategy to build credit-market confidence in the preferred stock STRK. Selling a small amount of Bitcoin allows Strategy to raise far more capital to buy more Bitcoin. The recent sell-off in STRK to $72 was a panic based on misunderstanding; the mechanics remain sound, and the current discounted price represents a missed opportunity that will reverse in weeks or months.
The global Bitcoin treasury landscape is shifting toward preferred-equity leverage, as proven by STRK and SATA. Smarter Webco, the UK’s largest Bitcoin treasury company, is perfectly positioned to replicate MicroStrategy’s success on the London Stock Exchange, using the same amplified-Bitcoin model.