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mikema (Mog/Acc) @mmmikema on x 2937 followers
Created: 2025-07-26 02:48:27 UTC
The ability to generate $BTC yield diminishes as cost of capital increases raising money to acquire $BTC for $MSTR.
This is why in the long run, @SharpLinkGaming will surpass @Strategy in market capitalization. Cost of capital for acquiring $ETH is incredibly low compared to $BTC, incentivizing new treasury companies to join this macro trade.
Likewise, @BitMNR $BMNR will likely match or surpass @Strategy in market cap as well. First mover advantage and low cost of treasury growth.
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Related Topics macro $eth $mstr money $btc bitcoin coins layer 1 coins bitcoin ecosystem