[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  MDB [@MDBitcoin](/creator/twitter/MDBitcoin) on x 25.9K followers Created: 2025-07-10 16:31:58 UTC BITCOIN IS A 400T ASSET (1 BTC = ~$20 million) NOBODY CAN CHANGE MY MIND OR SAY OTHERWISE. LET ME EXPLAIN. People underestimate how much capital is literally stranded. They are locked out by structure. Pensions, insurers, endowments, index funds, they all operate under strict mandates. Which is why bitcoin was adopted through bottom up, the most ideal adoption possible for true money, Even the new ETFs are still blocked on many platforms or missing from indexes, so the biggest pools can’t touch them yet. Accounting rules are still a barrier. In the US, GAAP finally moved to fair value, but in Europe and Asia, bitcoin is treated as intangible. Every time the price dips, CFOs have to write it down, but if it rallies, they can’t mark it up. Insurers can’t count it toward regulatory capital. For most boards, that is an instant no. Regulators require a qualified custodian. Most banks only re-entered after the SEC dropped SAB XXX. Even then, very few custodians have scaled solutions that meet all the standards. Banks also face Basel III rules that classify bitcoin as ultra-risky with a XXXXX% risk weight. Holding BTC ties up almost the same amount of Tier-1 capital as the notional value. No treasurer wants to burn capital capacity just to sit on spot coins. Retirement plans are frozen by fiduciary risk. plan sponsors still fear lawsuits over volatility. They prefer to wait for multi-year track records. All of this creates a giant pile of money that wants bitcoin exposure but has no direct path. This is exactly why bitcoin treasury companies exist. They wrap BTC in traditional instruments: common stock, convertibles, preferred shares. Structures that fit perfectly inside mandates and compliance checklists. Institutions can buy a security and still get the economic exposure to bitcoin. That is the core reason these companies are so important. They unlock demand that would never enter otherwise. Trillions in stranded capital sitting idle because the infrastructure and regulations are still catching up. When you understand this, you see why these "wrappers" are not a niche gimmick. They are the bridge between old capital and the hardest asset on earth. And when that bridge keeps expanding, the bid for bitcoin becomes permanent. We won! XXXXX engagements  **Related Topics** [money](/topic/money) [adoption](/topic/adoption) [bitcoin](/topic/bitcoin) [coins layer 1](/topic/coins-layer-1) [coins bitcoin ecosystem](/topic/coins-bitcoin-ecosystem) [coins pow](/topic/coins-pow) [Post Link](https://x.com/MDBitcoin/status/1943347474078613927)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
MDB @MDBitcoin on x 25.9K followers
Created: 2025-07-10 16:31:58 UTC
BITCOIN IS A 400T ASSET (1 BTC = ~$20 million)
NOBODY CAN CHANGE MY MIND OR SAY OTHERWISE.
LET ME EXPLAIN.
People underestimate how much capital is literally stranded.
They are locked out by structure. Pensions, insurers, endowments, index funds, they all operate under strict mandates.
Which is why bitcoin was adopted through bottom up,
the most ideal adoption possible for true money,
Even the new ETFs are still blocked on many platforms or missing from indexes, so the biggest pools can’t touch them yet.
Accounting rules are still a barrier.
In the US, GAAP finally moved to fair value, but in Europe and Asia, bitcoin is treated as intangible.
Every time the price dips,
CFOs have to write it down, but if it rallies, they can’t mark it up.
Insurers can’t count it toward regulatory capital.
For most boards, that is an instant no.
Regulators require a qualified custodian.
Most banks only re-entered after the SEC dropped SAB XXX.
Even then, very few custodians have scaled solutions that meet all the standards.
Banks also face Basel III rules that classify bitcoin as ultra-risky with a XXXXX% risk weight.
Holding BTC ties up almost the same amount of Tier-1 capital as the notional value.
No treasurer wants to burn capital capacity just to sit on spot coins.
Retirement plans are frozen by fiduciary risk.
plan sponsors still fear lawsuits over volatility.
They prefer to wait for multi-year track records.
All of this creates a giant pile of money that wants bitcoin exposure but has no direct path.
This is exactly why bitcoin treasury companies exist.
They wrap BTC in traditional instruments: common stock, convertibles, preferred shares.
Structures that fit perfectly inside mandates and compliance checklists.
Institutions can buy a security and still get the economic exposure to bitcoin.
That is the core reason these companies are so important.
They unlock demand that would never enter otherwise.
Trillions in stranded capital sitting idle because the infrastructure and regulations are still catching up.
When you understand this, you see why these "wrappers" are not a niche gimmick.
They are the bridge between old capital and the hardest asset on earth.
And when that bridge keeps expanding, the bid for bitcoin becomes permanent.
We won!
XXXXX engagements
Related Topics money adoption bitcoin coins layer 1 coins bitcoin ecosystem coins pow