In barely a year Metaplanet went from a struggling micro-cap hotel operator to the largest non-US corporate BTC holder, multiplying its share price by ≈30x, its market-cap by ≈200x, and amassing over $2 billion in Bitcoin.

They won't be stopping here, and their BTC purchases have now become significant.

There will be a similar leading company in every jurisdiction where there is enough capital.

- Capital B $ALCPB and/or Sequans $SQNS in Europe
- The Smarter Web Company $SWC in the UK
- Hong Kong ? Canada ? South America ?

And obviously there are some serious BTC treasury companies in the US that will be buying in size too (on top of MSTR...) : $XXI already holds $4Bn+, $BSTR will hold $3bn too.

All of the largest corporate holders of BTC will be full-stack BTC treasury companies.
Right now, there are only 5 of these among the top 20.

We have still so much room to grow.

If you think the BTC treasury company mania is over, you are most likely wrong.

onchain looks to be heating up a lil bit

specifically oversold/overlooked pump tokens

interesting observation

gone are the times of “haha it’s funny/viral, good community, send it”

it’s about supply control, bundle, crime coins, etc

https://news.1rj.ru/str/cryptomumbles/14877

https://news.1rj.ru/str/cryptomumbles/14942

it has just made me extremely skeptical when it comes to microcaps touting solid organic community

sizing into mid caps or proven memes is still the way

murad’s thesis makes even more sense here, whereby communities that withstood the test of time are better picks - spx is the representative of that

i think pump mean reversion play is in the books, though reclaiming dominance from bonk will be harder

not sure what is going to happen, but i guess the highlighted memes in the poster are ones to consider

don't think i'll be participating tho

not sure why the market still tags fartcoin to pump when it has already elevated past trench status, but fartcoin will likely also trade up on the reversion

still one of the best memes to me and one of the few memes that retains tradfi mindshare

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