According to a new Nydig research, public companies that have a public capacity that has an unleasive issuance capacity that could significantly increase the price of Bitcoin (BTC), according to a new Nydig research.
In a report published this week, Greg Cipolaro, the firm’s world research chief, points out the “dry dust” in the form of a potential for the issuance of shares among Bitcoin Treasury companies. If these companies take advantage of their high capital valuations to raise new funds and buy more bitcoin, they could trigger a significant upward movement in the market.
Cipolaro uses a reverse model to estimate the impact: apply a “10x money multiplier, a historical thumb that describes how capital tickets have historically influenced Bitcoin market capitalization, projects a possible price increase per layer of $ 42,000. That would mark a jump of approximately 44% from the current levels about $ 96,000.
This market dynamic has won a new urgency after the launch of twenty -one, a Bitcoin accumulation vehicle backed by Tether, Bitfinex and Cantor Fitzgerald. Unlike other companies that have folded Bitcoin in broader business models, twenty -one exists only to acquire and maintain Bitcoin, and has already been sown with a substantial position of BTC.
His partner SPAC, Cantor Equity Partners, has exceeded S&P 500 in more than 347% since the agreement was announced.
Throughout the sector, 69 public companies have about $ 69.6 billion in Bitcoin. The Cipolaro analysis suggests that its cousins of current shares on the value of net assets could finance even more purchases, effectively creating a feedback cycle, where capital issuance feeds the purchase of BTC, which increases the value of Bitcoin and the equals of the issuer.
“The involvement is clear,” writes Cipolaro. “This” dry dust “in the form of broadcast capacity could have a significant upward effect on the price of Bitcoin.”
Whether these companies approve or not, the growing interest of the institutions and the performance of Bitcoin-Forward’s actions indicate a change in how capital markets are approaching the Bitcoin exhibition, through balances instead of ETF flows.
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