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⌐◪-◪ → Hide your bitcoin, the corporations are coming.

The corporate FOMO into Bitcoin is officially underway. Yesterday alone, seven public companies announced plans to buy or have already purchased Bitcoin for their treasury reserves, with one committing to a $1M BTC purchase today. The MicroStrategy playbook is spreading like wildfire.

Speaking of MicroStrategy, they are absolutely crushing it—now breaking into the top 100 U.S. public companies by market cap, with their capitalization nearing $100 billion. Their Bitcoin stash sits at over $30B, making them not only the largest corporate Bitcoin holder but also a shining example of how to execute a BTC treasury strategy.

And they’re not slowing down. MicroStrategy recently upsized their debt offering to $2.6B and continues to make the largest BTC purchases to date. Meanwhile, Michael Saylor, Bitcoin’s corporate evangelist, revealed he has been invited to pitch the Microsoft board on adopting a strategic Bitcoin reserve.

Looking ahead, it’s clear this is just the beginning. The prophecy is unfolding, as I’ve always said: First corps, then banks, then states, then nations. It’s only a matter of time before a vast majority of Fortune 500 companies hold Bitcoin on their balance sheets.

The Bitcoin standard is no longer a dream—it’s happening.

⌐◪-◪ → A U.S. Bitcoin Strategic Reserve: reality or pipe dream?

Yesterday, VanEck hosted a Twitter Spaces featuring Sen. Lummis, Michael Saylor, Matthew Sigel, and Jan van Eck.

The discussion centered around Sen. Lummis’s new bill, The Bitcoin Act, which (if approved) would require the U.S. Government to buy and hold 1M Bitcoin for 20 years. Bullish.

My biggest takeaway? Aside from the general bullish energy, there ARE ways to create a strategic Bitcoin reserve without passing legislation. According to Sen. Lummis, the U.S. could simply convert its existing (undervalued) gold reserves into Bitcoin.

In theory, this sounds great, but the odds of a strategic Bitcoin reserve being created within the first 100 days of Trump’s presidency remain stuck at ~35% on Polymarket.

As for my take — I think it’s a matter of when, not if, we’ll see a strategic Bitcoin reserve. But with everything else happening in the world, achieving this in the first 100 days of office feels like a stretch.

👉 To learn more listen to the full recording or read this quick TL;DR.

⌐◪-◪ → This middle schooler just gave Crypto Twitter its wildest memecoin saga.

Yesterday, a 12-year-old kid launched a memecoin called $QUANT and rugged his holders for ~$30k.

Not bad, right? But that was just the beginning. Crypto Twitter decided to teach him a lesson, doxed him, and pumped $QUANT 100x to a $56M market cap.

Naturally, traders feel like they “won” — pointing out that the kid’s $30k exit would now be worth $4M if he held. While true, the coin only pumped because of the lore: getting rugged by a 12-year-old.

Crypto Twitter didn’t stop there. They’ve now doxed his entire family and launched memecoins for each of them on pumpfun. And the kid? He’s already launched a new memecoin, $SORRY, and rugged for another $20k.

This story highlights the power of viral memes and the risks of pissing off strangers on the internet — a fear every parent shares.

While I find this saga entertaining, doxing a 12-year-old is way over the line. And even though I don’t condone rug pulls, it’s part of the financial PvP game. The kid left money on the table, but he still walked away with $50k+. As far as I’m concerned, he won.

Nothing like this was possible when I was in middle school. Welcome to the new digital frontier.

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