Fiat worships quarters. #Bitcoin respects centuries. Fiat breeds short-term thinking: CEOs chasing earnings calls, politicians bribing voters with tomorrow’s debt, banks rolling over risk until it explodes. The whole system is addicted to now. Bitcoin is different. Its rules are fixed for generations. Supply is capped. Issuance is predictable. Halvings tick like clockwork long after today’s politicians and corporations are forgotten. Fiat builds sandcastles. Bitcoin builds cathedrals. That’s the real time preference war.

Do corporate #Bitcoin treasuries make you bullish… or do they just smell like fiat ponzi tactics wrapped in orange? Here’s my take: most of these companies are going to fail. Why? Because they’re not holding Bitcoin from a place of conviction. They’re playing the same old fiat games: issuing debt, overleveraging balance sheets, chasing yield. Same tactics that blew up banks, hedge funds, and “crypto” casinos. Bitcoin doesn’t care about their corporate finance gimmicks. It doesn’t bend to quarterly earnings calls. And it sure as hell doesn’t guarantee survival for companies trying to cover up bad fundamentals with “orange coin go up.” Stacking Bitcoin on a rotten balance sheet doesn’t make you strong. It just delays the collapse. The difference is simple: individuals who stack sats in self-custody will still be here in 20 years. Most corporate treasuries won’t.

#Bitcoin doesn’t need corporate treasuries. Corporations need Bitcoin to stay relevant. Don’t confuse the parasite for the host. Every cycle, suits show up late, buy a few billion in BTC, and act like they invented conviction. They didn’t. They’re just trying to stay alive in a system that’s eating itself. Bitcoin runs with or without them. Blocks keep coming. Hashrate keeps rising. The protocol doesn’t care if a Fortune 500 joins in or not. That’s the beauty: Bitcoin isn’t a stock. It doesn’t need brand endorsements or PR campaigns. It’s neutral, apolitical, unstoppable. Corporations aren’t here to “help Bitcoin.” They’re here because they finally realized Bitcoin is the only lifeboat left. And when the tide goes out, we’ll see who was stacking for freedom… and who was just stacking for quarterly earnings.

U.S government to take an ownership stake in a public listed company. Atlas Shrugged vibes.

#Bitcoin isn't a get rich quick story. It is a stay-rich slowly story.