Bitcoin Isn’t One Trade. It’s a Stack.
Bitcoin is not one trade either. It’s a stack. 🟠
BTC ~$80k. Down from the highs, and the builders kept buying.
🟠 Treasury: $MSTR $ASST
~850k BTC at Strategy, 4% of all bitcoin, mNAV 1.15x. Strive: ~45k BTC, +46% in three weeks.
💳 Income / Digital Credit: $STRC $STRF $STRK $STRD $SATA $SATS
9.9% to 15%, paid by companies whose main asset is bitcoin.
🏦 Rails: $COIN $HOOD $CRCL
Where people trade, and how the dollars move on-chain. They take a cut when the volume comes back.
⛏️ Landlords: $IREN $CIFR $WULF $HUT
Miners who became AI landlords. $9.7B Microsoft. $19B Anthropic. $26.6B at Hut 8. All 58-76% off their highs.
📦 Wrapper: $IBIT
The plain-vanilla way in.
Same Asset. Five Ways to Own It.
Each layer has its own risk and its own asymmetry.
Most people buy the coin. Professionals buy the WHOLE stack. 😎
Not financial advice. Do your own research.
Originally posted on X by Rosanna Prestia, MBA (@RosannaInvests): https://x.com/RosannaInvests/status/2117417474597458008
