Bitcoin analyst and investor Mark Moss states that Bitcoin Treasury companies position themselves for the greatest wealth transfer in history, according to an advanced playbook for recording value and managing volatility. In other words: “Use gas tubes to finance your electric future.”
Bitcoin Treasury Companies: the most obvious intake of history
He to compare Bitcoin Treasury companies (companies with large Bitcoin -Saldi and building financial products around them) to smart factory owners of the 1910s, who installed electrical threads despite the fact that working gas pipes.
Although most people thought they wasted money and called their approach fool, these owners could use existing infrastructure to pay for future needs.
When old technology and new technology exist at the same time over a 10-20 year window, Moss claims that those who run both systems, such as Bitcoin Treasury Companies, stand up: Victorious:
“These factories did not wait until the gas disappears. They used profit from the production of gas driven to install electrical infrastructure. They looked inefficiently. Unnecessary. Stupid. They actually positioned the most obvious transition in history.”
That is exactly what companies such as strategy do: get value from the existing system of guilt and equity and transferring to the new system: Bitcoin.
“Bitcoin treasury companies do exactly the same … run the most obvious arbitration of history.”
Moss emphasizes the strategic flexibility of Bitcoin Treasury companies to issue shares, attract capital and to use structural benefits that are unique for this activa class, making them much further than traditional technical or financial shares.
He points out that smart operators in this sector mix the balance strength with deep risk management, making them well equipped with the weather volatility and even exploit for surplus performance.
Market sentiment remains careful
Despite the bullish attitude of Moss, the market sentiment remains on their guard. Bitcoin Treasury companies such as strategy acting only 1.6x more on their Bitcoin Holdings, a stark contrast with the average price-win ratio of the S&P 500, which is 30x. The gap has been pronounced so that the conventional logic, as the Bitcoin therapist Noted:
“Not after ** King Chance. Markt is wrong.”
Recent price promotion alone aggravate These tensions. From August 2025, Bitcoin set a record high above $ 124,000, but many Bitcoin Treasury shares could not hold the same court, with some trade flat or down in the midst of $ 1 billion in livered liquidations and more than $ 290 million in ETF outflows.
The apparent wrong prices of the market, the punishment of a discount in innovation, is in sharp contradiction with the risk -ao -lust that is normally seen for technology and growth shares. Is the spread temporary, or is the market missing the forest for the trees? Do you want to trust gas pipes to feed an electric future?
