最新报道:Bitcoin treasury companies face a critical test of outperforming BTC itself, as discussed at BTC Asia in Hong Kong. Strive Asset Management CEO Matt Cole emphasized that without generating alpha, investors should simply opt for Bitcoin ETFs. He noted that reaching $1 billion in capital is crucial for financing leverage, a milestone few achieve. Cole argued Bitcoin's fixed supply makes it ideal for treasury strategies, unlike Ethereum. Panelists agreed Bitcoin's role as a treasury asset is expanding amid fiat debasement, with investors choosing between aggressive outperformance strategies or transparent, steady-growth approaches.