[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.]  Manuel Gomes Samuel [@ManuelSamuel](/creator/twitter/ManuelSamuel) on x XXX followers Created: 2025-07-19 15:20:36 UTC "MicroStrategy = Bitcoin SPAC” — @AswathDamodaran warns against firms shifting treasury into BTC. But his X carveouts are just rational pivots in a new paradigm: X. Savant-led firms (à la Saylor): rare, but valid when shareholder trust in timing skill exists. X. Crypto-native ops: PayPal/Coinbase must hold BTC—it’s inventory, not speculation. X. Currency-hedgers: LATAM firms (e.g., MercadoLibre) use BTC as inflation armor. X. Governance matters: Shareholder mandates + full disclosure = preconditions. Outside these lanes, BTC ≠ cash. It’s volatility exposure masquerading as treasury strategy. #BTC #CorporateFinance #MicroStrategy #CryptoTreasury #Governance #Damodaran #Web3 #Bitcoin #Saylor #AssetManagement #FiatCrisis @FT @WSJ XX engagements  **Related Topics** [saylor](/topic/saylor) [$raade](/topic/$raade) [spac](/topic/spac) [strategy](/topic/strategy) [stocks financial services](/topic/stocks-financial-services) [stocks technology](/topic/stocks-technology) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [bitcoin](/topic/bitcoin) [Post Link](https://x.com/ManuelSamuel/status/1946591006490583256)
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Manuel Gomes Samuel @ManuelSamuel on x XXX followers
Created: 2025-07-19 15:20:36 UTC
"MicroStrategy = Bitcoin SPAC” — @AswathDamodaran warns against firms shifting treasury into BTC. But his X carveouts are just rational pivots in a new paradigm: X. Savant-led firms (à la Saylor): rare, but valid when shareholder trust in timing skill exists. X. Crypto-native ops: PayPal/Coinbase must hold BTC—it’s inventory, not speculation. X. Currency-hedgers: LATAM firms (e.g., MercadoLibre) use BTC as inflation armor. X. Governance matters: Shareholder mandates + full disclosure = preconditions. Outside these lanes, BTC ≠ cash. It’s volatility exposure masquerading as treasury strategy.
#BTC #CorporateFinance #MicroStrategy #CryptoTreasury #Governance #Damodaran #Web3 #Bitcoin #Saylor #AssetManagement #FiatCrisis @FT @WSJ
XX engagements
Related Topics saylor $raade spac strategy stocks financial services stocks technology stocks bitcoin treasuries bitcoin
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