Strategy and Saylor are very popular in the crypto world thanks to their BTC-focused strategy, and the fact that they've gone all-in to accumulate over 500K BTC. Saylor's ideology and vision have also motivated many other companies to accumulate BTC, such as Tesla, MetaPlanet, and GameStop, however, they each hold no more than a few tens of thousands of BTC.
But Strategy's leading position in the BTC accumulation strategy may be threatened by a new fund called Twenty One Capital [1]. With the credibility of giants like Tether and SoftBank, I believe Twenty One Capital will soon accumulate even more BTC, even though the BTC price is in a relatively high range compared to Strategy's average accumulation price.
Competition will create momentum for development. The race between Strategy and Twenty One Capital will generate a wave of media attention and simultaneously cause the BTC supply on the market to decrease faster, pushing the market towards a supply crisis sooner, meaning the BTC price could soon reach a new ATH in the near future. However, we also know that Strategy has recently acknowledged the possibility of having to liquidate BTC when necessary [2]. Suppose at that time, Twenty One Capital also sells off hundreds of thousands of BTC, the crypto market will be severely damaged!
(https://talkimg.com/images/2025/04/29/U2feEG.png)
Personally, I maintain a positive outlook and welcome Twenty One Capital's participation because I think they will indirectly bring me profits. However, I don't idolize any company or individual, they are all just people seeking profits for themselves and their investors :)
I'd like to know your thoughts on this:
- Do you think Twenty One Capital can compete fairly with Strategy?
- Could the BTC accumulation race push the BTC price to a new ATH by the end of 2025?
- Does the emergence of Twenty One Capital make you want to hold BTC a little longer?
Note:
- My opinion has been presented in a topic, on BitcoinTalk forum (https://bitcointalk.org/index.php?topic=5539882).
- This topic on AltcoinsTalks forum has included a minor change in the way my opinion is presented.
- This statement is to avoid accusations of plagiarism.