Anthony Pompliano has stated that public companies will find it challenging to match MicroStrategy's substantial Bitcoin holdings of 671,268 BTC, which represents 3.2% of the total Bitcoin supply and is valued at $58.61 billion. He highlighted MicroStrategy's strategic long-term accumulation and significant purchases, such as acquiring 10,645 BTC for $980.3 million, as offering a compelling risk-to-reward ratio.
Pompliano emphasized that despite having access to capital, the scale and timing of MicroStrategy's investments make it difficult for other firms to replicate. He noted that MicroStrategy's aggressive Bitcoin acquisition strategy, which began in 2020, transformed a $500 million investment into $4.8 billion. According to Pompliano, matching this level of investment would require hundreds of billions of dollars, a feat that is beyond the reach of most public companies.
Pompliano: Public Companies Unlikely to Match MicroStrategy's Bitcoin Holdings
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