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Title: Seeking Insights on the Purpose of Bitcoin Treasury Funds from a Bitcoin User's Post by: DynamicsX on November 06, 2025, 12:23:18 PM Dear Fellow Forum Members,
I have a lot of experience navigating the intricacies of business and stock markets, I've always approached dose of skepticism, when narratives seem overly polished or coordinated. I was Born in Canada and having spent much of my time in Toronto and Tokyo, I have witnessed firsthand how markets can be influenced by unseen forces—backroom deals, coordinated institutional narratives, and even what some might call conspircy theories. Canada has evolved dramatically since my time there, prompting my location to be in Tokyo, where I hold diversified positions in various Japanese Companies and Government Bonds. Recently, I acquired 100 shares in Metaplanet (In Japan the minimum exchange is 100 Shares per lot), drawn by its pivot to Bitcoin as a treasury asset. However, I am skeptical that is why I only purchased the minimum lot because the future business model is unclear to me and has left me with more questions than convictions, and I'm eager to hear your perspectives, including unorthodox opinions or conspiracy theories, as I believe markets thrive on diverse viewpoints. At its core, what is the purpose of a Bitcoin Treasury Fund? On paper, entities like MicroStrategy (under Michael Saylor's fervent leadership) or Metaplanet position themselves as vehicles for indirect Bitcoin exposure, allowing investors to gain leverage on BTC's volatility without direct custody risks. They argue this model enhances corporate balance sheets by treating Bitcoin as "digital gold," a hedge against fiat inflation and currency debasement to grasp the underlying business model. If these funds hold substantial Bitcoin reserves, why aren't undervalued shares—often trading at a discount to net asset value—prompting hostile takeovers? In traditional markets, such disparities invite arbitrage or activist interventions, but here it feels like a deliberate grey zone, potentially ripe for pump-and-dump schemes on public exchanges. Is this a sophisticated play to manipulate BTC's price through correlated stock movements, or something more benign? My research into Metaplanet raises further red flags. This ostensibly obscure Tokyo-based budget hotel operator—virtually unknown even among ordinary Japanese—has attracted heavyweight institutional shareholders like Vanguard, BlackRock, and other Wall Street titans. It strikes me as improbably engineered: why would these financial behemoths pour resources into a niche entity unless it's part of a broader, coordinated strategy? The optics feel too good to be true, reminiscent of how problematic companies sometimes outperform amid market euphoria, yet Metaplanet's stock has lagged despite Bitcoin's upward trajectory and Japanese Yen weakness. Adding to my unease and suspicious vibe coming off is Michael Saylor's persona—he's perpetually clad in orange or Bitcoin iconography, exuding a Alcoholic Anonymous cult-like zeal that borders on messianic and evangelism and some peopl hooked pour all there savings into his stock. Is this calculated narrative to rally investors while institutions harvest gains? What I do not understand is that Governments and Wall Steet can use backdoor powers to Central Bank to intervene and correct in market prices and why all the sudden they want the masses to buy cryptocurrency, it feels like a scheme by the elites to dump there large Bitcoin holdings without loosing there value and new players would buy into it. I'm open to all angles. What are your thoughts on Bitcoin Treasury Fund's true purpose from Bitcoin users? Any insights into there business model and practice. Thank you in advance for your responses. H.S. Title: Re: Seeking Insights on the Purpose of Bitcoin Treasury Funds from a Bitcoin User's Post by: tim0 on November 10, 2025, 06:46:10 AM Dear Fellow Forum Members, I have a lot of experience navigating the intricacies of business and stock markets, I've always approached dose of skepticism, when narratives seem overly polished or coordinated. I was Born in Canada and having spent much of my time in Toronto and Tokyo, I have witnessed firsthand how markets can be influenced by unseen forces—backroom deals, coordinated institutional narratives, and even what some might call conspircy theories. Canada has evolved dramatically since my time there, prompting my location to be in Tokyo, where I hold diversified positions in various Japanese Companies and Government Bonds. Recently, I acquired 100 shares in Metaplanet (In Japan the minimum exchange is 100 Shares per lot), drawn by its pivot to Bitcoin as a treasury asset. However, I am skeptical that is why I only purchased the minimum lot because the future business model is unclear to me and has left me with more questions than convictions, and I'm eager to hear your perspectives, including unorthodox opinions or conspiracy theories, as I believe markets thrive on diverse viewpoints. At its core, what is the purpose of a Bitcoin Treasury Fund? On paper, entities like MicroStrategy (under Michael Saylor's fervent leadership) or Metaplanet position themselves as vehicles for indirect Bitcoin exposure, allowing investors to gain leverage on BTC's volatility without direct custody risks. They argue this model enhances corporate balance sheets by treating Bitcoin as "digital gold," a hedge against fiat inflation and currency debasement to grasp the underlying business model. If these funds hold substantial Bitcoin reserves, why aren't undervalued shares—often trading at a discount to net asset value—prompting hostile takeovers? In traditional markets, such disparities invite arbitrage or activist interventions, but here it feels like a deliberate grey zone, potentially ripe for pump-and-dump schemes on public exchanges. Is this a sophisticated play to manipulate BTC's price through correlated stock movements, or something more benign? My research into Metaplanet raises further red flags. This ostensibly obscure Tokyo-based budget hotel operator—virtually unknown even among ordinary Japanese—has attracted heavyweight institutional shareholders like Vanguard, BlackRock, and other Wall Street titans. It strikes me as improbably engineered: why would these financial behemoths pour resources into a niche entity unless it's part of a broader, coordinated strategy? The optics feel too good to be true, reminiscent of how problematic companies sometimes outperform amid market euphoria, yet Metaplanet's stock has lagged despite Bitcoin's upward trajectory and Japanese Yen weakness. Adding to my unease and suspicious vibe coming off is Michael Saylor's persona—he's perpetually clad in orange or Bitcoin iconography, exuding a Alcoholic Anonymous cult-like zeal that borders on messianic and evangelism and some peopl hooked pour all there savings into his stock. Is this calculated narrative to rally investors while institutions harvest gains? What I do not understand is that Governments and Wall Steet can use backdoor powers to Central Bank to intervene and correct in market prices and why all the sudden they want the masses to buy cryptocurrency, it feels like a scheme by the elites to dump there large Bitcoin holdings without loosing there value and new players would buy into it. I'm open to all angles. What are your thoughts on Bitcoin Treasury Fund's true purpose from Bitcoin users? Any insights into there business model and practice. Thank you in advance for your responses. H.S. A DAT is a professionally managed vehicle that gives institutions indirect, regulated exposure to Bitcoin—often through a corporate or fund structure. It may use leverage or structured financing to enhance returns, making it suitable for investors who cannot buy or custody Bitcoin directly through exchanges. For individuals, unless you:
Otherwise, for individuals with technical comfort and trust in their own custody, the DAT adds cost and counterparty layers without extra benefit. |