In this video, we compare MicroStrategy’s Bitcoin-focused approach to Coinbase’s broader crypto diversification. We explore how MicroStrategy, led by Michael Saylor, has outpaced Coinbase in market cap and what it means for the future of Bitcoin and the crypto industry. We break down the key lessons: why our focus on a Bitcoin treasury strategy works, why concentration on Bitcoin outperforms diversification, and what this shift signals about institutional confidence and long-term vision. Could Coinbase have capitalized earlier? We discuss the missed opportunities, the importance of creating value, and why Bitcoin’s growing institutional adoption matters.
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