
Zach Rynes | CLG|Jul 11, 2025 15:43
I’m not a huge fan the whole digital asset treasury companies craze
Specifically those issuing debt or diluting shares to acquire some specific crypto, often extending massive leverage
I find it be bubble in the making and really can’t see it ending well for many if they have to eventually unwind
What I am massively bullish on though is existing legitimate companies allocating some % of their existing cash balance sheet / ongoing revenue into Bitcoin & crypto
I’m talking more Tesla and Block than Strategy or SharpLink, it’s far more sustainable and practical of a strategy
Every multinational corporation allocating even a small percentage as their fiat hedge / alt asset exposure…
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