According to foreign sources, while bitcoin remained volatile around about $6.36 million, two of the leading currency-held listed companies did not change their position with short-term price performance. The Executive Chairman of Strategy, Michael Saylor, and Chief Executive Officer of Metaplanet, Simon Gerovich, have recently reaffirmed that the core that underpins their continued possession of bitcoin is not the price rises and falls this week, but the difference between the continued expansion of the French currency supply and the fixed cap of bitcoin.
Both companies reaffirm long-standing logic.
Gerovich states that the global supply of M2 currency has risen to over $10 trillion, which remains a long-term support factor for bitcoin. In his view, there had been a departure in the past year between the price of bitcoin and the expansion of liquidity, but the supply tempo had not changed, and the total ceiling of 21 million remained the most important feature.
Saylor, on the other hand, enters in monetary attributes, stating that bitcoin is first understood to understand the currency itself. He described the currency as “energy” stored by economic activity and called bitcoin a digitized form of monetary energy because its supply could not be increased at will.
Weak prices have not changed the holding framework
It was reported that, while global liquidity continued to rise, the price of Bitcoin had once fallen to about $6.35 million over the past year, and that the broader liquidity expansion was not synchronized. This departure was not the first time that Bitcoin had been temporarily removed from the macro-liquidity trend in the lower stages of the previous cycle.
According to Bitcoin Treasuries, Strategy currently holds 840,447 bitcoins, estimated at $53 billion in paper prices, and remains the largest listed company in the world. The Tokyo listed company Metaplanet holds 43,000 bitcoins, worth approximately $2.7 billion, third.
- Strategy hold: 840,447 BTC
- Metaplanet hold: 43,000 BTC
- Bitcoin prices: approximately US$ 63,633
The market is still watching the flow.
And Furrien Timmer, the global macro director of Fuda, also made a close judgment. He indicated that, if the gold were to grow stronger again, Bitcoin and Ethera might benefit. It is based on the retrogressive relationship between global M2 and gold, which is still at a level higher than that of the model.
This means that the differences around bitcoin are not only short-term prices, but rather whether the expansion of global liquidity will be redirected back to encrypted assets. For Strategy and Metaplanet, current public statements suggest that the two companies still view Bitcoin as a long-term treasury asset rather than as a trading tool to adjust the warehouse around short-term fluctuations.