1/
đź’ˇCrypto companies will outgrow the coins they hold.
Why?
Because they’re the Trojan horse into TradFi — and every brokerage account on Earth is the gate.
Let’s talk about the biggest secret in Bitcoin investing👇
🧵
2/
Owning BTC directly is still hard for most people:
•Open a crypto exchange account
•Clear KYC
•Choose custody (or risk it all)
•Learn wallets, fees, networks
Most people never do it. Institutions are even more cautious.
3/
But you can buy $MSTR, $GLXY, or future treasury companies directly through your existing brokerage.
No wallet.
No keys.
No slippage.
No custody drama.
That changes everything.
4/
Crypto treasury companies offer:
•Exposure to BTC/ETH/SOL etc
•No custody worries
•Full access to capital markets
•Potential to issue bonds, tokens, or dividends
•Shareholder liquidity
•Narrative-driven multiples
It’s leverage without the risk.
5/
They also solve regulatory headaches by staying inside securities law.
Clean audits. Public filings. Real governance.
It’s TradFi-compliant crypto exposure.
For most institutions — it’s the only format they’ll touch.
6/
Think about it:
$MSTR owns BTC. But it trades at a premium to its BTC stack because of:
•Leverage
•Strategy
•Public market access
•Narrative
The proxy can outgrow the asset.
7/
Just like gold ETFs unlocked trillions in gold demand by making it easier to access…
Crypto treasury companies will be how the next generation buys in.
Not with a wallet.
But with a brokerage.
@mish2485 I continue to remain bullish on $HOOD as a stock brokerage could be a big winner if this thesis plays out.
1.29K
2
The content on this page is provided by third parties. Unless otherwise stated, OKX TR is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX TR. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX TR is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.