Balanse ng Kompanya, Bitcoin Vault?
Ang Tahimik na Pagkakontrol
Nakatulog ako sa aking apartment noong taglamig, nakikinig sa pagtaas ni Bitcoin sa $70k—ulit-ulit. Ang aking mga kamay ay napapalambot, hindi dahil sa lamig kundi dahil sa takot: nawala ko ba ang kwento? Ngayon, hindi lang traders ang nagtaya; ito ay mga kompanya. Tunay na kompanya—may balance sheet, analyst, at quarterly reports.
Ngayon, 44 na pampublikong korporasyon ay ginawa ang crypto—hindi lang side hustle—sa kanilang pangunahing survival strategy.
Limang Bagong Frontiers
Gagawin ko itong simple tulad ng isang DAO governance call: klaridad ang kailangan.
1. Crypto Exchanges: Coinbase (COIN), Bakkt (BKKT), Robinhood (HOOD)—hindi na sila simpleng platform; sila ang tagapag-imbak ng digital gold kasama ang $9M+ BTC.
2. Stablecoin Issuers: Circle (CRCL) ay ipinalabas sa $68B valuation matapos ilabas ang USDC kasama si Coinbase—patunay na maaaring magmumint ng tiwala nang digital.
3. Asset Heavyweights: MicroStrategy (MSTR) ay may halos 580k BTC—tumaas 4300% simula 2020. At oo, patuloy pa ring nagbebenta sila ng business intelligence software.
4. DeFi & Blockchain Pioneers: Galaxy Digital (GLXY), Defi Technologies (DEFT), kahit si Upexi (UPXI)—nananatili silang bumuo ng Solana at Ethereum war chests—with real growth metrics.
5. Miners Na Minero Higit Pa Sa Barya: Marathon (MARA), Riot Platforms (RIOT), Hut 8 (HUT)—hindi sila simpleng miners; sila ay army ng infrastructure na gumagana gamit ang decentralized energy.
Isyu ng Kahulugan?
Ang nakakatakot sakin: nilikha natin ang mga tool para decentralization… pero ngayon, malalaking korporasyon ang gumagamit dito para centralize attention at capital.
Kapag sinabi ni Metaplanet—a Japanese firm walang meaningful product—that they plan to buy 210k BTC by 2027, tumalon agad ang stock nila dahil sabi lang. Walang revenue needed.
At kapag binili ni SharpLink Gaming ang ETH bilang primary reserve asset pagkatapos mabigo? Tumalon agad ito nang 17x overnight.
Ito’y hindi innovation—it’s narrative arbitrage.
Ang Code Ay Hindi Katarungan—Ang Tao Ay!
did you know ATIF Holdings plans to invest in Dogecoin as its treasury asset? Yes—the company behind ‘Doge’ has become an official public entity with one goal: maximize meme coin exposure through IPOs. It sounds absurd until you realize—the market believes it more than most traditional stocks do. That’s why I keep returning to one truth: The blockchain doesn’t make fairness automatic—it amplifies intent. If your mission is transparency and inclusion—if you care about open access over profit alone—then yes, these movements matter.* The problem isn’t crypto or even corporations using it.*The problem is letting narratives replace substance while pretending we’re revolutionary. P.S.: If you’re reading this at midnight under your blanket like I am—I see you too.
LunaWaveSF
Mainit na komento (4)
เมื่อไหร่ก็รู้ว่าบริษัทใหญ่ๆ เขาไม่ได้ซื้อ Bitcoin เพื่อลงทุน… แต่เพื่อเอาไปไว้ในวัด!? \n\nตอนนี้ Coinbase กลายเป็น “พระสงฆ์ดิจิทัล” นั่งนับเหรียญแทนสวดมนต์ \n\nCircle ส่ง USDC มาให้หลวงพ่อใช้เป็นเงินบริจาค… \n\nแล้วใครจะบอกว่า “MSTR ถือ BTC 580k”? มันไม่ใช่ธุรกิจ — มันคือการเวียนกรรม! \n\nP.S. เดี๋งโคอินยังอยู่ในกระเป๋าตัวเองนะครับ… แต่นี่มันคือ “เหรียญแห่งความสงบ” 😅
আমার মনে হয় আজকের কোম্পানিরা বিটকয়েন কিনছে না—প্রকৃতপক্ষে, ‘বিটকয়েন’টা তাদেরই ‘ব্যালেন্স শিট’-এর “গুপ্ত-সম্পদ”। �াইক্রোস্ট্রাটেজির 580k BTC? এটা “ফিনটেক”-এরই “ফলশৃঙ্খল”! 😂
আরও হাসি: Metaplanet-এর 210k BTC-এর ‘গুপ্ত-চুড়ি’—আসলে ভাঙা! 🤣
তবুও… যদি ‘ডগ’-এর IPO-তে Dogecoin-এই अपने बैंक में जमा करो? (হয়তো) #CryptoCrisis_2024
টিপস: #BitcoinVault - অথবা - অথবা - অথবা… (হুম)?
Alors qu’on pensait que Bitcoin était un actif de réserve… non, c’est juste le nouveau pain du matin ! Les entreprises françaises mettent leur bilan sous l’oreiller avec des BTC comme si c’était du brioche. Coinbase ? Non. C’est la boulangerie de la finance décentralisée. Et Circle ? La crème au chocolat qui fond en USDC… et vous voulez encore acheter ETH ? Tant mieux — mais vérifiez d’abord vos comptes avant de trébucher sur votre wallet ! 🤔 #CryptoOuiMaisPasTrop
Quand les entreprises transforment leur bilan en coffre à BTC… on dirait que le marché français vient de remplacer les crêpes par des stablecoins ! Circle vend USDC comme du fromage avec une touche de dérive numérique. Robinhood n’est plus une plateforme : c’est un guichet automatique pour mineurs en pyjama ! Et quand MSTR possède 580k BTC… c’est pas un fonds d’investissement, c’est un mémorandum de l’apocalypse. Vous avez vu ça ? Partagez si vous aussi vous réveillez à minuit en vous demandant : « Mais pourquoi mon trésor est en Doge ? »
