From The Desk Of Anthony Pomplianoยท2025-09-07 17:00Investment Strategy - Most companies are hesitant to allocate a majority of their balance sheet to Bitcoin due to perceived risk or novelty [1] - A more realistic approach is allocating 1% of a company's balance sheet to Bitcoin [2] - Companies like Microsoft, Google, and Apple have experienced a decrease in balance sheet purchasing power ranging from $14 billion to $21 billion since 2020 due to inflation [2] Potential Gains - Allocating 1% of treasury to Bitcoin in 2020 could have resulted in treasury gains of $14 billion to $29 billion for each of the mentioned companies [3] - This represents a potential swing of $25 billion or more for each company with only a 1% allocation [3] Future Outlook - The percentage of companies allocating to Bitcoin is expected to increase over time [4]