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2025-07-05 12:00:11 UTC

tonycarrera on Nostr: Bitcoin treasury companies (BTCTCs) are deploying their capital to buy bitcoin in one ...

Bitcoin treasury companies (BTCTCs) are deploying their capital to buy bitcoin in one of two ways.

Lump sum or DCA.

I would argue it’s better for a BTCTC to buy lump sum at their size (like Strategy $MSTR or Metaplanet $MTPLF).

Some other companies like Smarter Web $SWC $TSWCF prefer to DCA over the short-term, hoping to get a lower average price.

DCA works with smaller sums but eventually Bitcoin will run and shareholders will be affected by eventually buying at a higher price.

Picking up pennies in front of a steamroller.

Thoughts? Any interest in Bitcoin treasuries here on nostr?