Muhammed Farasat

For years, Bitcoin has been framed as a debate. Is it too volatile? Too risky? Too early? Yet for most companies, the truth is simpler and more uncomfortable: Bitcoin was never debated at all.
According to insights shared by Simon Gerovich, CEO of Japan’s Bitcoin treasury firm Metaplanet, the gap between companies that hold Bitcoin and those that do not has little to do with belief or disbelief. In many boardrooms, Bitcoin has never even made the agenda. Not because it was rejected, but because it was never considered.
This silence matters.
The Real Barrier Isn’t Conviction — It’s Attention
Executives often assume companies that hold Bitcoin are driven by ideology or speculation. In reality, the key difference is awareness. Leadership teams that seriously explore Bitcoin as a treasury asset have already crossed a psychological threshold most firms never reach. They are willing to ask uncomfortable questions, challenge legacy thinking, and accept that innovation often looks irresponsible before it looks obvious.
Ignoring Bitcoin is not a neutral stance. It is a decision to stay anchored to traditional frameworks, even as the financial landscape evolves.
Short-Term Optics vs Long-Term Strategy
One of the strongest deterrents for management teams is perception. Bitcoin does not fit neatly into quarterly earnings narratives. Its price swings invite criticism, and its misunderstood nature creates reputational risk. Adopting it requires the ability to endure years of market skepticism while executing a long-term strategy.
This is why only a small number of companies globally have taken the step. It is not a lack of capital, data, or access. It is a lack of patience.
Those Who Consider Bitcoin Are Already Ahead
Gerovich points out a crucial insight: companies that even discuss Bitcoin at the executive level are already ahead of most enterprises. The decision-making process itself reflects strategic maturity. These teams understand that treasury management is not just about preserving value, but about preparing for structural shifts in money, liquidity, and global finance.
Whether they ultimately allocate or not, the willingness to engage with Bitcoin signals adaptability. And adaptability, more than certainty, is what separates leaders from laggards.
The Cost of Not Asking
History rarely rewards those who wait for perfect clarity. Technologies that reshape systems are often dismissed quietly before they are challenged loudly. Bitcoin may still be volatile, controversial, and incomplete, but dismissing it without discussion may prove to be the most expensive position of all.
The real question is no longer whether Bitcoin belongs on every balance sheet.
It is whether companies can afford to keep pretending it does not exist.
$BTC

Lumea financiară asistă la un interes tot mai mare pentru activele tokenizate, cu aurul — vechea refugiu sigur — în centrul atenției. Potrivit lui Tang Bo, Decan Asistent al Institutului de Cercetări Financiare de la Universitatea din Hong Kong pentru Știință și Tehnologie, tokenizarea aurului apare ca un segment foarte promițător în cadrul domeniului mai larg al tokenizării activelor din lumea reală (RWA). Această dezvoltare este pregătită să transforme modul în care investitorii percep, accesează și valorifică aurul ca activ.
De ce contează tokenizarea aurului

$BNB dipping below 930 $USDT isn’t necessarily a sign of panic—it’s likely a mix of normal market forces at work. A few possible reasons:
Market Consolidation: After recent gains, BNB may just be taking a short pause as traders lock in profits. Small pullbacks are common in high-volume crypto assets.
Overall Crypto Sentiment: BNB often moves in line with Bitcoin and Ethereum. If these major coins experience minor weakness, BNB can follow.
Technical Levels: The 930 $USDT mark is a key support level. Breaking slightly below it could trigger small stop-loss orders, nudging the price down temporarily.
Short-Term Trading Pressure: Day traders and automated bots sometimes create small dips when executing short-term trades around round-number levels.
  #MarketRebound #BTC100kNext? #StrategyBTCPurchase

Cathie Wood, CEO al ARK Invest, a subliniat din nou poziția unică a Bitcoinului în portofoliile globale, evidențiind corelația sa scăzută și constantă cu clasele tradiționale de active. În previziunea ARK Invest pentru 2026, Wood descrie Bitcoinul ca un instrument puternic de diversificare, oferind potențialul unor rentabilități mai mari pe unitatea de risc față de activele tradiționale.
Conform datelor citate de Odaily, ARK a analizat rentabilitățile săptămânale din ianuarie 2020 până la începutul lunii ianuarie 2026. Rezultatele arată că Bitcoin se comportă foarte diferit față de active precum aurul, acțiunile și obligațiunile. Corelația sa cu aurul este de doar 0.14, iar cea cu obligațiunile este și mai scăzută, la doar 0.06. Aceste cifre sugerează că Bitcoin se deplasează adesea independent atunci când piața tradițională se modifică.