Bitcoin’s decoupling is driven by fundamentals—no earnings, no tariffs, no central bank—just a neutral, scarce reserve asset in a politicized world. Bitcoin’s decoupling from traditional markets is becoming more visible as global capital stress intensifies. A resurgence of tariffs, elevated interest rates, and softening corporate earnings have introduced renewed volatility across equities and credit markets. […]
Bill Miller IV backs GameStop and Strategy, calling Bitcoin treasury strategy a smart long-term play against fiat debasement. In a recent interview, Bill Miller IV outlined his firm’s investment approach in a rapidly shifting macro environment, spotlighting GameStop as a new position and reiterating strong conviction in Strategy (formerly MicroStrategy) as the blueprint for Bitcoin treasury strategy. […]
A new playbook for evaluating a Bitcoin Treasury Company—using purpose-built KPIs that go beyond traditional finance to measure Bitcoin-first strategy. In the world of traditional finance, evaluating a company’s success usually means tracking revenue growth, earnings per share, or return on equity. But what happens when the core of a company’s strategy isn’t selling products […]