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An absolutely huge day in Bitcoin. We are witnessing history happening in real time, you know? I woke up to a significant news: SWC added another 11 bitcoins to the treasury, raising Q2 yield to 11.38% and maintaining the global leadership in yield ranking. More than 10 million shares traded today. Liquidity continues to grow well, which is exactly what the Bitcoin Treasury model needs.
But what really caught attention was STRC. In just two days – today and yesterday – it’s estimated to have raised enough capital to buy 24,670 bitcoins. That’s absolutely enormous when you stop to think. It’s equivalent to 54.8 days of Bitcoin issuance, but here’s what few consider: this two-day capital just bought more Bitcoin than will be mined during the entire 4-year epoch between 2044 and 2048. Let’s talk numbers: 20,507 bitcoins will be mined during that entire period. Let that sink in.
Bitcoin Treasury Company is the most asymmetric opportunity I’ve ever seen. Michael Saylor has that perfect phrase: the greatest opportunities are “something everyone needs, no one can stop, and few understand.” It applies perfectly here. Few truly understand Bitcoin. Even fewer understand the true potential of the Bitcoin Treasury Company model. And practically no one is thinking about the impact of Digital Credit channeling capital into Bitcoin in markets outside the US.
The opportunity ahead is huge, especially for the leading Bitcoin Treasury Company in the UK – the second-largest capital market in the world. But here’s the trade-off: we pay patience for asymmetry. The more obvious the opportunity becomes, the less asymmetry remains. Take advantage of these days. In a few years, all this will seem incredibly obvious in hindsight.
How many Bitcoin epochs will Saylor be able to accumulate before we see an inevitable revaluation? Good luck in the coming days in London. The momentum is just beginning. 🚀