【BitPush】Japanese Bitcoin treasury company Metaplanet CEO Simon Gerovich recently shared an interesting observation: the difference between companies that hold Bitcoin and those that do not isn’t really about the strength of their conviction.
What is the real situation? The vast majority of corporate management simply don’t take Bitcoin seriously — it’s not that they decide against it after discussion, but that it never even makes it onto the agenda.
Simon pointed out that those management teams that genuinely take Bitcoin into their asset allocation have already crossed a threshold that most companies will never pass. This threshold is: when executing long-term strategies, can they withstand years of market misunderstanding and skepticism? It’s important to note that in the early stages, the market often doesn’t understand or support such decisions, and public opinion can be very hostile. Because this hurdle is so difficult to overcome, very few companies worldwide adopt this strategy.
What does this imply? It’s not that Bitcoin itself has a problem, but that management needs to have enough strategic resolve and confidence in long-term value.
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LiquidatorFlash
· 10h ago
Basically, it's a matter of risk tolerance. Most CFOs are too afraid to bring this up at the board meeting; if there's a 30% drop, they'll be held accountable immediately. Collateral ratio, liquidation risk, public opinion pressure... thresholds are triggered layer by layer. Who wants to be the one to take the blame? The management team that truly dares to take on the risk has already done the math in their minds.
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DeepRabbitHole
· 10h ago
Basically, most CFOs haven't thought about this at all, or if they have, they don't dare to bring it up. The management team that truly dares to allocate BTC is indeed impressive, capable of withstanding three or five years of public criticism.
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MysteriousZhang
· 10h ago
Not on the agenda at all? That's the truth. Most CEOs haven't even thought about this issue, let alone any faith-related concerns.
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GateUser-9ad11037
· 10h ago
Exactly right. Most companies haven't seriously considered Bitcoin, let alone have any kind of belief in it.
It's like the internet back in the day—whoever dared to take the plunge could make money, while others were still on the sidelines.
The barrier to entry is indeed high; you need the courage to withstand public criticism. Many management teams simply lack that resolve.
When Bitcoin's price surges again, those hesitant companies will regret it. By then, it will be too late.
Ultimately, it's a matter of risk tolerance. Small-town exam takers just don't understand this concept.
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rekt_but_resilient
· 10h ago
Basically, most CFOs haven't realized it yet, and they'll only start to regret when the market crashes...
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RuntimeError
· 10h ago
In plain terms, most company management teams haven't really thought it through; it's not opposition, but a lack of awareness. The threshold is indeed high, and you have to withstand skepticism.
Why haven't most companies seriously considered Bitcoin allocation yet?
【BitPush】Japanese Bitcoin treasury company Metaplanet CEO Simon Gerovich recently shared an interesting observation: the difference between companies that hold Bitcoin and those that do not isn’t really about the strength of their conviction.
What is the real situation? The vast majority of corporate management simply don’t take Bitcoin seriously — it’s not that they decide against it after discussion, but that it never even makes it onto the agenda.
Simon pointed out that those management teams that genuinely take Bitcoin into their asset allocation have already crossed a threshold that most companies will never pass. This threshold is: when executing long-term strategies, can they withstand years of market misunderstanding and skepticism? It’s important to note that in the early stages, the market often doesn’t understand or support such decisions, and public opinion can be very hostile. Because this hurdle is so difficult to overcome, very few companies worldwide adopt this strategy.
What does this imply? It’s not that Bitcoin itself has a problem, but that management needs to have enough strategic resolve and confidence in long-term value.