The Dam has broken, and a Tidal Wave of Institutional Money is about to sweep into Bitcoin.
What is going to appreciate faster than Bitcoin, are the companies that are enabling the conversion from the Fiat Monetary System to the Bitcoin Digital Store of Value System.
Strategy (formerly MicroStrategy) symbol MSTR, has created investment products that Institutions who could buy Bitcoin directly, can now buy indirectly. Insurance companies and pension plans had to invest a significant portion of their investments in fixed income products by law. Strategy has created fixed income products, over collateralized by Bitcoin, which are acceptable for Pension funds and Insurance companies. Everyone is well aware that the USA and other countries cannot meet their debt requirement other than through the printing presses. The “market” or “Water behind the Dam,” is estimated to be as large as $300 Trillion dollars in the USA alone.
Metaplanet (MTPLF), based in Japan, is doing in Japan what Strategy has done in the USA. Creating products that allow people and institutions to buy Bitcoin linked products that protect them from the loss of purchasing power built on the Fiat Monetary system. I Japan gains on Bitcoin are taxed at 55%. But ownership in a company that owns Bitcoin is taxed at a lower rate. MTPLF has a solution that has broken the Dam and has money flowing into their vaults. Now they are opening a US division to tap into Insurance companies and Pension plans.
The “pattern” developed by Michael Saylor at Strategy has been recognized and tested. Many companies with talented people and access to large pools of money are mimicking Strategy.
One is Vivek Ramaswamy, former presidential candidate. Ramaswamy has co-founded a company modeling after Strategy. The shell company available to be invested in is Access Equity (ASST*) $4.10.
Another, Co-founded by Anthoney Pompliano and his team is Columbus Circle (CCCM*) $10.52.
A third company formed by Tether, SoftBank, and Cantor Fitsgerald, led by Jack Mallers is Cantor Equity Partners (CEP*) $32.26.
There are more. Companies in this movement. I like the ones above because they all have talented and experience people actively engage in both traditional finance and in the crypto digital finance world.
Other companies that are involved in the transition from fiat to digital currencies and function as Treasury Reserve companies in some capacity include the following.
Galaxy Digital GLXY*) $22.46 DeFi Technology (DEFT*) $3.07
Neptune Digital (NPPTF*) $1.03 SOL Strategies (CYFRF*) $1.76
Exodus Movement (EXOD) $29.30 Fold Holdings (FLD) $4.30
Mara Holdings (MARA*) $17.85 Coinbase (COIN) $352.44
Bakkt (BKKT) $18.25 Semler Scientific (SMLR) $38.90
Companies that can create products (knowledge + experience) that meet a need and demand, are the ones we have the strongest interest in.
I’m happy to discuss this further if there is an interest, but for now, I wanted to point out some of the ETFs who are investing in the Digital Transformation & Product Creating aspect of this tidal wave movement that is transiting us from fait based monetary to a digital asset based system.
Do your own homework and decide if or which path you might go down – Individual companies or an ETF or both.
In the minds of many, including this writer, the Tidal Wave of Money movement from Fiat to Digital is bigger than the creation and expansion of the internet. The institutionalization of fait to digital is in the very early days.
We have spent 15 years of gradual development of Bitcoin and Digital assets. That is if Bitcoins 99% compound annual appreciation can be called gradual. We are now entering stage two of the S Curve second phase of rapid growth of Institutional money entering the digital asset market.
BITQ 10 of 36 BKCH 10 of 28
BLOK 10 of 54 SATO 10 of 58
CRPT 10 of 21 DAPP 10 of 24
NODE 10 of 62 BLKC 10 of 79
