Now that the era of easy money is over, companies & other institutions (even state actors) will have to rethink their hurdle rates for internal capital investment. Bitcoin is likely to become a more common corporate treasury holding in that environment. Interesting trend to watch
Strive was among the <1% of investors who supported a proposal at Microsoft to evaluate holding Bitcoin in its treasury—effectively positioning BTC as its hurdle rate. This year, we plan to leverage our activist expertise to help at least one company per sector adopt the Bitcoin standard through corporate engagement.
In 2022, when Strive launched its first ETF, shareholder support overwhelmingly favored ESG & DEI proposals. Yet just two years later, these priorities are rapidly losing steam. Through effective thought leadership and shareholder activism, major change can happen—now we expect the same with corporate Bitcoin adoption, with early movers putting themselves in the best long-term position.