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Apparently there are a bunch of MSTR copy-cats around the world:
Pharmaceutical companies and advertisers are among 78 listed companies around the world that are following the US group’s example in buying the coins to hold in place of cash, according to data from crypto security company Coinkite.
Didn't know! We knew of Metaplanet (top stock return of 2024?) and the BTC Inc involvement, so that's not too surprising to me, but that many companies indeed shocks me.
And apparently, the playbook works. By EMH (#875931) it shouldn't really. Here's U.S. smallcap thermal energy management company KULR Tech:
KULR has since bought 510 bitcoin, equivalent to about $51mn. Its shares, which had languished over the past year or so, had almost quadrupled by late December, and are still up around 50 per cent since it said it would buy the coins.
And the stock price? Very MSTR-like:
Some, like MicroStrategy, are tapping investors for funds with the intention of buying bitcoin. This week, chronic disease detection company Semler Scientific said it had bought 871 bitcoins for $88.5mn using a convertible bond issued in January, and after monetising an investment. Its shares have soared around 120 per cent since adopting the cryptocurrency as its “primary treasury asset”.
Not sure how the "fight-back-against-short-sellers" (#867043) is gonna work out, but OK:
Others see buying bitcoin as an opportunity to navigate more pressing issues. OneMedNet, a microcap US healthcare data company, began buying bitcoin last July to fight back against what it saw as short sellers depressing its stock.
It's a crazy world out there

29 sats \ 0 replies \ @Aardvark 9h
The race to 21 million is on. People are going to get left behind.
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29 sats \ 2 replies \ @Satosora 10h
Are they doing it and just not telling the stock investors? Or maybe it is just a footnote at the bottom of stock meeting notes? How do you keep it hidden so long, though?
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I imagine that U.S.-regulated companies would have to report it in their next quarterly issue (or at least some SEC filing?), and given the media angle I doubt there are many companies flying under the radar more than for this until-next-reporting period
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18 sats \ 0 replies \ @Satosora 9h
That is what l am supposing. Just think it is suspicious so many companies have gotten on the wagon. Made it sound like it was too difficult to do?
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EMH is an equilibrium-type idea. New things throw us out of equilibrium and price discovery takes time.
I mentioned in one of these discussions that I think we're at one of the corner solutions where EMH doesn't hold (and won't until enough additional capital exists amongst the bitcoin believers).
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quite possible. Limits of available capital to mechanically move prices is (i.e. Shiller's limits to shorting paper) is one standard critique of the EMH.
Perhaps there's no way to do this fiat financial markets to BTC arbitrage except individual (wacky?) companies over time doing it.
I dunno, we'll live to see.
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