Explore the fascinating dynamics of Bitcoin's rise as a mainstream asset. Delve into the implications of corporate adoption of Bitcoin stocks and bonds, and the challenges faced by managers integrating this cryptocurrency into portfolios. Discover how Bitcoin navigates the complex financial ecosystem, evolving into a viable medium of exchange. The discussion highlights the tension between its cypherpunk roots and its increasing acceptance in traditional finance, setting the stage for a new era in corporate finance.
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insights INSIGHT
Ubiquitous Money Adoption Principle
Ubiquitous money requires the spender to already hold it and the recipient to want to hold it.
People usually want to receive more of what they already own, which drives adoption from investment to payment use.
insights INSIGHT
Corporate Treasuries Unlock Institutional Access
Corporate Bitcoin treasury strategies unlock access to capital stuck in mandates restricted to stocks or bonds.
This allows investors to gain Bitcoin exposure indirectly via Bitcoin-holding companies when direct Bitcoin purchases aren't allowed.
volunteer_activism ADVICE
Use Bitcoin Stocks When Direct Buying Fails
If unable to buy Bitcoin directly due to brokerage constraints, consider buying stock in companies holding Bitcoin.
This strategy lets you express Bitcoin exposure indirectly and follow institutional models like MicroStrategy.
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"In order for something to be used as ubiquitous money, the spender has to already have it, and the recipient has to want to hold it. Notably, people usually want to receive more of what they already have. After all, if a potential recipient wanted to hold it, they likely would have already bought some. So, if a new type of ubiquitous money were to arise, the majority of people would likely first encounter it as an investment." ~ Lyn Alden
If Bitcoin is freedom money, what happens when corporations and governments start buying it? Is it captured—or is that exactly what success looks like?
Lyn Alden’s new piece lays out the full arc of Bitcoin's monetization path, and I dig into her framing of situational vs. ubiquitous money. We talk leverage, ETFs, treasury strategies, and how Bitcoin is infiltrating the legacy financial system not despite its cypherpunk roots—but because of them.
HRF: The Human Rights Foundation is a nonpartisan, nonprofit organization that promotes and protects human rights globally, with a focus on closed societies. Subscribe to HRF's Financial Freedom Newsletter today. (Link: https://mailchi.mp/hrf.org/financial-freedom-newsletter)
OFF: The Oslo Freedom Forum (OFF) is an international human rights conference series hosted and produced by the Human Rights Foundation (HRF). Bringing together the world’s most engaging human rights advocates, journalists, artists, tech entrepreneurs, and world leaders, we aim to share their stories and brainstorm ways to expand freedom and unleash human potential across the globe. Don't miss this year’s Oslo Freedom Forum in May. (Link: https://oslofreedomforum.com/event/oslo-freedom-forum-2025/)
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Bitcoin Audible