Actually, Orange is currently writing some political articles very cautiously.
Even when writing, the choice of words must be very careful.
But Orange has already observed the arrival of the turning point; many situations are about to change, and not writing feels like a pity. So I don't know how long this article will last; I'll leave it to fate.
Recently, there have been several major events pointing toward one point: a shift in policy winds.
The common point of these events is that multiple listed companies are starting to hold Bitcoin. In addition to MicroStrategy and Tesla, more and more listed companies are beginning to treat Bitcoin as a strategic reserve asset.
Companies like Boya Interactive in Hong Kong and Zhidu Co., Ltd. in China also hold Bitcoin.
Including previous Meitu and a batch of companies with budgets on the way, it seems that holding Bitcoin has become a new trend for listed companies.
After all, as an investor, holding Bitcoin is not illegal, and listed companies can comply with purchase regulations through channels in Hong Kong.
Including Microsoft, which will soon decide whether to buy Bitcoin—however, the latest news denies this proposal.
In Orange's view, this proposal is too silly—designating 1% of Microsoft's cash flow to hold Bitcoin.
The right approach should be to hold at least 1 Bitcoin initially; other considerations can come later.
Microsoft's cash flow of over $70 billion means you have a $100 million purchase order; no one is a fool here.
So a question arises: Why do listed companies consider holding Bitcoin?
Because of the emergence of Bitcoin, especially after Bitcoin achieved a significant victory, more and more application scenarios have arisen.
First, let's talk about listed companies. There are at least three benefits to increasing Bitcoin holdings:
First, achieve the preservation and appreciation of corporate cash flow. This doesn't need much explanation; the cash flow of listed companies is usually decent, lying idle in the account is still idle, so it’s better to buy some coins; at least it can counter inflation and has a chance to make some profit.
Second, the most direct and effective point: increase influence and drive stock prices.
The impact on stock prices is the most direct. After Boya Interactive held over 2,000 Bitcoins, do you know how to crown yourself?
The largest Bitcoin holder in Asia. Is that title impressive?
And Boya Interactive's stock price soared from 0.5 Hong Kong dollars to 6 Hong Kong dollars.
Now, Orange asks you, you're not a retail investor anymore; you're the chairman of another listed company. After seeing this operation, are you confused?
Feeling a bit confused, huh!
Bitcoin makes money, stocks also make money; you earn both money and coins, my chairman!
The third point, which many people probably wouldn't even think of—debt reduction.
Not all listed companies are profitable; many face significant financial pressure.
But because they are listed companies, their credit is definitely different from ordinary retail investors, so loans are much easier.
Look, doesn’t this path just come to light?
Using the shares or assets of listed companies as collateral for loans, even placing them in the crypto space for USDT-based investment for a year could yield tens of percentage points in returns, right?
And if you were a bit smarter and combined the second point just mentioned, you wouldn’t just be dealing with junk stocks; even ST stocks could soar!
First, mortgage financing or even refinancing, then announce to the market that you are entering the digital asset space, become a firm holder, and be a pioneer in the A-share market. Wouldn’t retail investors just rush in?
You can create a special fundraising plan, promising to hold Bitcoin and return 80% of future profits to shareholders. My God, how have Chinese retail investors seen such a conscientious listed company?
You used the shell of a listed company to do what many in the crypto world dream of, and the stock price can soar in place. Your previous debts are nothing to worry about, right?
If you own a listed company and really don't understand, you can talk to Orange in detail.
When it comes to debt reduction, we must mention an even more powerful and broader application scenario of Bitcoin:
City investment bonds.
City investment bonds are a heavy burden pressing down on all areas, a big sore.
According to insider information, some places are already exploring ways to solve part of the city investment bond issues through Bitcoin. After all, the positive expectations from Trump's administration have not been fully realized yet. Assuming you buy in around $100,000 and sell when it reaches $200,000, that would mean a direct halving of the debt scale.
If held for a longer time, perhaps the debt could be absorbed directly by Bitcoin.
More importantly, city investment can definitely hold on, as they can extend the repayment of their own debts, which is also an important method of debt reduction.
So when debt extension + holding assets for appreciation, using the appreciated part of crypto assets to dilute debt pressure sounds quite imaginative; it’s just unknown who will be the first to step up and take the risk.
Looking at these events individually might not show much correlation, but if you connect them, you will find that the underlying logic of many things has changed significantly.
Orange now feels that a once-complete eggshell is starting to show cracks.
This means that little bird is about to hatch.
I am Orange, a man focused on recovering cryptocurrency assets, able to help you get rich.