"US Tech Giants May Follow MSTR Model"

JH Kim

Summary

US tech giants have the capacity to invest in Bitcoin (BTC), but they are cautiously approaching actual purchases.
Conversely, smaller companies are more likely to follow MicroStrategy (MSTR)'s Bitcoin acquisition strategy.
Large companies are becoming more conservative in their approach due to the market volatility and performance of the past four years.

On the 28th (local time), according to the media outlet Doublelog, the American Wall Street investment bank Bonstein stated, "US tech giants have ample liquidity to invest in Bitcoin (BTC), but the actual possibility of utilizing this liquidity for Bitcoin purchases is not high," analyzing that "in the case of these companies, the weight of sales that the main business occupies is much larger." Furthermore, "from the perspective of large companies, the core business unit continuously requires funds for profit creation," and "assets like Bitcoin are likely to be acquired as supplementary," it reported. On the other hand, "although the core business has weakened, small and medium-sized enterprises with liquidity can follow MicroStrategy's (MSTR) BTC acquisition strategy," it analyzed. Additionally, "these companies are studying and responding to the recent four-year performance and market volatility in the virtual asset market," it explained.

BTC