Oct. 4 at 9:21 PM
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đ„Bitcoin Treasury Companies đ„
"As corporations adopt #bitcoin as a treasury reserve asset on their balance sheets, they replace a non-performing asset with the best performing asset, choosing volatile appreciation over stable depreciation. This Bitcoin Strategy benefits all shareholders over the long term."
Bitcoinâs potential for appreciation compared to cashâs consistent loss of value, making it a superior treasury reserve for companies.
"The coming decade will bring the digital transformation of corporate balance sheets. #Bitcoin is digital gold & the most scarce treasury asset, making it enormously accretive to shareholder value in the current monetary environment"
Context:
Saylor frames Bitcoin as âdigital gold,â emphasizing its scarcity and ability to enhance corporate value in an inflationary monetary system.
Why Bitcoin is Superior to Global Fiat Currencies;
Protection Against Depreciation:
Saylorâs first quote underscores that fiat currencies, like the U.S. dollar or euro, are ânon-performing assetsâ due to inflation and monetary policies. Central banks often print money, leading to stable but predictable depreciation (e.g., the U.S. dollar lost ~20% of its purchasing power from 2015 to 2025 due to inflation). Bitcoin, with its fixed supply cap of 21 million coins, avoids this debasement, offering âvolatile appreciationâ as demand grows against a limited supply. This makes it a hedge against currency devaluation, preserving corporate treasury value.
Decentralized and Censorship-Resistant:
Unlike fiat currencies controlled by governments and central banks, Bitcoin operates on a decentralized blockchain, free from manipulation or arbitrary policy changes. Saylorâs emphasis on long-term shareholder value implies Bitcoinâs reliability as a store of value, immune to inflationary pressures that erode fiat savings.
Global Accessibility and Liquidity:
Bitcoin is a borderless asset, easily transferable across jurisdictions without reliance on banking systems. For corporations, this ensures flexibility in managing treasuries globally, unlike fiat currencies subject to exchange rate risks and capital controls.
Why Bitcoin is Better Than Gold
Gold has a finite supply, but new discoveries and mining increase its stock over time. Bitcoinâs supply is mathematically capped at 21 million coins, with issuance halving every four years, making it scarcer than gold. Saylorâs âdigital goldâ analogy highlights this absolute scarcity, driving Bitcoinâs value as demand rises.
Portability and Divisibility:
Gold is physical, costly to store, and difficult to transport or divide for transactions. Bitcoin, being digital, can be stored securely on a blockchain, transferred instantly worldwide, and divided into tiny fractions. This makes it a more practical treasury asset for modern corporations, as Saylorâs vision of âdigital transformationâ suggests.
Appreciation Potential:
Goldâs price is relatively stable but grows slowly (e.g., ~3-5% annualized return over decades). Bitcoin, as Saylor notes, offers âenormously accretiveâ value due to its volatility and adoption curve. For instance, Bitcoinâs price rose from ~
$10,000 in 2020 to over
$100,000 by 2025, far outpacing goldâs returns. This aligns with Saylorâs claim of Bitcoin being the âbest performing asset.â
Technological Advantages:
Bitcoinâs blockchain enables transparency, auditability, and programmability (e.g., smart contracts), unlike gold, which lacks digital utility.
Bitcoin has superiority over fiat currencies due to its immunity to inflation, decentralization, and global accessibility, making it a better store of value for corporate treasuries. Compared to gold, Bitcoinâs absolute scarcity, portability, divisibility, and higher appreciation potentialâcoupled with its digital natureâposition it as the ultimate treasury asset, driving the âdigital transformationâ of corporate balance sheets.
https://x.com/ShadowLake21/status/1974271367320055876?t=AZuPAKubX_BBEik-3W7uQQ&s=19
