The David Lin Report Bitcoin ‘Tidal Wave’ Approaching As It Becomes World’s Reserve Asset | Simon Gerovich
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Jun 30, 2025 Simon Gerovich, President and CEO of Metaplanet, reveals how Bitcoin treasury companies are shaking up corporate finance by accumulating Bitcoin to enhance value per share. He highlights the tax advantages and superior performance of these companies compared to direct Bitcoin investments. Gerovich emphasizes a long-term strategy of never selling Bitcoin holdings and discusses the evolving perception of Bitcoin in the market, especially in Japan. He advocates for businesses to adopt a Bitcoin standard as a safeguard against inflation, paving the way for broader institutional adoption.
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Bitcoin Treasury Growth Explained
- Bitcoin treasury companies create a tidal wave of capital flowing into Bitcoin.
- They grow Bitcoin per share, enabling investors to gain more Bitcoin exposure over time.
Evaluate Bitcoin Treasury Performance
- Focus on Bitcoin yield to gauge growth in Bitcoin per share.
- Maintain a moderate MNAV multiple to support steady Bitcoin accumulation without aggressive share selling.
Japan’s Tax-Efficient Bitcoin Access
- Japanese investors prefer buying shares of Bitcoin treasury companies to avoid high personal income tax on direct Bitcoin purchases.
- Treasury companies outperform Bitcoin by using capital market tools to increase Bitcoin per share.