In today’s briefing:
- Altcoin Strategic Reserves: Why Are Public Companies Buying Altcoins?

Altcoin Strategic Reserves: Why Are Public Companies Buying Altcoins?
- Evolving Treasury Landscape: Corporate treasuries face challenges from macroeconomic shifts, including high interest rate volatility, significant monetary expansion leading to inflation, and increasing geopolitical risks impacting cash flows and profitability.
- Bitcoin as a Strategic Asset: Bitcoin has emerged as an alternative asset for these challenges, offering a scarce and increasingly institutionally viable asset for potential long-term value preservation and portfolio diversification, as demonstrated by MicroStrategy’s pioneering strategy.
- The “Financial Engineering” Playbook: MicroStrategy’s approach goes beyond simple asset allocation, employing sophisticated financial engineering (e.g., convertible notes, equity issuances) to create value for shareholders by continuously acquiring more Bitcoin per share.
