Key Points Bitcoin drawdowns are too sudden and extreme for retirees. Gold tends to do well during bad times. Retirees could make Bitcoin a relatively small, five-to-ten-year bet. These 10 stocks could mint the next wave of millionaires › Bitcoin (CRYPTO: BTC) is building a reputation as the digital equivalent of gold. U.S. Treasury Secretary Scott Bessent has said, "Gold is a store of value, Bitcoin is becoming a store of value." Like gold, Bitcoin is considered an excellent long-term store of va ...

As gold prices breached $4,300 an ounce in 2025, renowned valuation professor Aswath Damodaran is reinforcing a long-held skepticism championed by Warren Buffett: gold is not a true financial asset.Damodaran Echoes Buffett’s Core Reason For Avoiding GoldIn a recent video analysis of gold’s “insane rise,” Damodaran agreed with Buffett’s core logic, explaining that because gold generates no cash flows, it “cannot be valued” like a stock or a bond.Instead, Damodaran classifies gold as a “collectible,” whose pr ...

Company Strategy & Financial Instruments - Bitcoin Standard Treasury (BSTR) 通过与 Caner Fitzgerald 合作，进行了一系列金融融资 [3] - BSTR 计划与一家特殊目的收购公司 (SPAC) 合并，该公司在纳斯达克上市，股票代码为 SEO [4] - BSTR 在不同轮融资中持有 25,000 个比特币，价值约 30 亿美元 [4] - 该公司通过 SPAC 筹集了大约 2 亿美元，具体金额取决于赎回比例 [5] - BSTR 还进行了 4 亿美元的股权融资 (Dollar Equity Pipe) 和 5 亿美元的可转换票据融资 [5] - BSTR 发行了可转换优先股，类似于 MicroStrategy 的做法 [6] - BSTR 进行了比特币本位的股权融资 (Bitcoin Basis Equity Pipe)，允许比特币投资者直接投资比特币 [7][8] Bitcoin & Treasury Management - 新公司 BSTR 约 60%-70% 的资金来自比特币，包括 BSTR 持有的 25,000 个比特币和 5,000 个比特币的股权融资 [9] - 比特币投资者获得的股票数量取决于交割时比特币的价格与 10 美元参考价格的比率 [10] - 创始人股东将 25,000 个比特币投入使用 [12] - MicroStrategy 开创了 treasury 公司市场，关注每股比特币的增长率 [14] - 长期来看，比特币可以成为一种可靠的价值储存手段，从而推动其被更广泛地采用 [29] - 公司可以通过增加每股比特币数量来超越比特币的表现 [33] Market Dynamics & Investment - 管理层的动机和对比特币的关注是投资 treasury 公司的重要考虑因素 [24] - GameStop 未能有效利用募集资金购买比特币，这突显了管理层对比特币的承诺的重要性 [26] - 比特币挖矿公司更容易通过购买比特币而不是挖矿来获利 [35] - 比特币具有改变人们对长期偏好的能力，鼓励储蓄而非消费 [37] - 个人可能会开始以比特币而非美元来衡量储蓄 [38]

RT MR SHIFT 🦁 (@KevinWSHPod). @0xMert_ has a simple framework for crypto’s endgame:YouTube took content onlineShopify took retail onlineNetflix took streaming online@Solana? - It’s taking markets onlineHe sees two dominant verticals emerging:Store of value: where Bitcoin & @Zcash thriveInternet capital markets: where Solana leads, and @HyperliquidX is an emerging contenderIt’s not winner-take-all - but as in every industry, the top 2-3 players will own 80-90% of value. He's betting Solana is one. And he's o ...

RT Apollo (@MindsFiction)Bitcoin after second halving went $800 to $20k.Markets were tiny back then. Today vast oceans of liquidity.Govs are drowning in debt moving to seize wealth. As Bitcoin transforms into a panopticon with AI.An encrypted store of value receives an infinite bid.ZEC $200k ...

Key Points Bitcoin's tech doesn't change much over time. XRP's tech is constantly evolving to match emerging opportunities. There's more than one way for an asset to gain value. 10 stocks we like better than XRP › Should an asset be judged by what it can be used to do, or by how little it needs to do to maintain its value? That's one of the questions separating the investment theses for XRP (CRYPTO: XRP) and Bitcoin (CRYPTO: BTC), and lately, some investors have been suggesting that it's time to ...

The discussion surrounding Bitcoin and gold as stores of value has been ongoing for years, and is gaining new relevance amid geopolitical tensions and high inflation. While gold has traditionally been regarded as a safe haven, more and more professionals now view Bitcoin as the superior alternative. This is shown in a new infographic from Cryptonews. As the infographic illustrates, public interest still clearly favors gold. Just a few weeks ago, the Google Trend score for the search term “buy gold” in Ger ...

Bitcoin since its inception has been climbing a learning curve : every year more long-term savers and investors learn about its superiority as a trust-minimized and dilution-minimized store of value. Its dominant signal thus resembles the price action of hot NASDAQ companies that are also climbing learning curves. And like hot stocks, that climb invites debt-funded speculation and the resulting volatility. Other signals are real and there but tend to get buried in the by the dominant signal and the volatili ...

RT Neil Shahani (@neil_shahani)I can’t even put into words what’s happening in the ORE community right now. I haven’t felt this kind of energy since 2017. Miners, investors, devs, researchers, everyone — all united under one mission:A fair-launch, Solana-native store of value. ...

Must read explanation why BTC lags gold and equities in a risk-on environment.It's no surprise that clarity comes from a TradFi guy, while CT is lost: What's happening to BTC HAS NEVER happened in crypto but happens often in TradFi world: the winning. An IPO moment.Early BTC believers are realizing gains after Bitcoin won.They mined, held through FUD, and now finally have exit liquidity without crashing the market.This is not panic selling but the natural transition from concentrated to distributed ownershi ...