Ang Bagong Pagsukat: Kapag Naging Asset na ang Bitcoin

Nakalimutan ko noong una kong nakita si MicroStrategy bumili ng Bitcoin—nakaka-istunto daw. Ngayon? Ito na ang blueprint ng modernong corporate finance.

Sa 2025, hindi na tayo nag-uusap tungkol sa tech firms na naglalaro lang. Mga buo nang business model ang binuo gamit ang digital assets—strategic reserves, kita, at kahit symbolismo sa stock ticker.

Hindi ito pagsusugal—ito ay strategic shift sa valuation logic. Ang pagbabago ay nagsisimula na at lumilikha ng bagong paraan para i-valuate ang mga kompanya sa Wall Street.

Platform: Ang Bagong Sentro ng Finansya

Simulan natin si Coinbase (COIN). Hindi na lang exchange—ngayon sila infrastructure layer. Ang $9.3M BTC nila? Hindi panganib—istratehiko management ng treasury.

May Robinhood (HOOD) din, hindi lang idinagdag crypto—binili nila si Bitstamp para ma-lock down EU licensing at palawakin ang institutional base.

Kahit tradisyonal na kompaniya tulad ni Guotai Junan International (1788.HK) ay inupgrade ang license para mag-alok ng virtual asset trading—naging unang Chinese-owned broker sa Hong Kong na may full-stack crypto access.

Hindi na niche—it’s compliance-driven capitalism.

Stablecoins: Ang Tumpak Na Bridge

Si Circle (CRCL) ay umakyat ng 168% sa unang araw pagkatapos IPO kasama $68B valuation. Bakit? Dahil ang USDC ay hindi lamang stablecoin—ito’y pinaka-trusted bridge sa pagitan ng legacy at digital finance.

Si JD Coin Chain (9618.HK) ay sinusubukan ang cross-border payments gamit ang Hong Kong- at US-dollar-backed stablecoins. Kung sundin, maaaring ito’y sagot ni China kay Swift pero on-chain.

Kahit mga di kilala tulad ni Xiong’an Tech (1647.HK) ay bumubuo ng blockchain foundation para suportahan susunod pang stablecoin rails.

Ang tunay na kuwento? Ang stablecoins ay naging financial plumbing—not gimmicks.

Ang Boom ng Bitcoin Reserve: Mula MSTR hanggang Meitu at Higit Pa

Si MicroStrategy (MSTR) ay may ~580k BTC — pinakamalaking corporate hoard. Pero wala nang isa sila.

eToro dati’y may 30% market cap dependent sa Bitcoin; ngayon meron si GameStop (GME), Trump Media (DJT), kahit Metaplanet (3350.JP).

The math is simple: kung +15% annually ang BTC habang zero profit ka… alam mo ba ano gagawin mo?

cue SharpLink Gaming — isang dating struggling gambling firm na nagpinaliwanag tungkol sa $425M funding tied to Ethereum holdings—na nagdala ng 17x increase sa stock overnight.

It’s not hype—it’s arbitrage on balance sheet design.

Simula Na Ang Meme Coin Revolution… Sa Public Markets

Ngayon dumating ang masaya: ATIF Holdings (ATIF) gustong bilhin DOGE bilang fiscal reserve—a publicly traded company investing in meme currency?

Opo—and if approved, it will be the world’s first listed firm with Doge as core treasury asset.r At huwag kalimutan si SRM Entertainment (SRM), which swapped out toys for TRON tokens and merged with Tron Inc., rocketing from \(1.4M to over \)1B market cap.r This isn’t satire—it’s financial engineering with emoji-level branding.r

DeFi & Blockchain Infrastructure: Pagbuo Ng Future Backbone

Si Galaxy Digital (GLXY)? Hindi lang traders—they’re custodians of \(137M+ BTC at active participants in staking ecosystems across ETH, Solana, and more.r Sa Canada, Defi Technologies (DEFT/DEFI) lists ETPs tracking BTC and SOL—with backing from former Deutsche Bank CEO Manfred Knof.r Upexi Corp.? Una’y Amazon seller—ngayon may higit pa sa **735k SOL** matapos makapagtapon ng \)1B mula crypto VCs.r These aren’t outliers—they’re early adopters of what I call “tokenized equity”—where your share price reflects exposure to digital assets more than traditional revenue models.r

Mining Giants Powering the Grid r

Bitdeer Technologies (BTDR)? Patuloy pa ring mining BTC scale—one of few miners growing output monthly.r cleanSpark(CLSK)? Gumagamit renewable energy across Southern US states—at now produces ~694 BTC/month.r​rIoT Platforms(RIOT)? With 33 EH/s capacity and growing fast—but also expanding into AI data centers using surplus power from mining operations.r​rHut 8 Corp.(HUT)? Holds over $1B worth of BTC internally—and plans an independent listing for its American Bitcoin subsidiary.r​Marathon Digital(MARA)? Second only to MSTR in total BTC ownership—and consistently setting new production records.r​These aren’t mining outfits—they’re decentralized banks powered by electricity instead of deposits.