SkyBridge Founder: Public Company Mimicking Strategy of Stockpiling BTC Just a Short-Term Phenomenon, Trend Expected to Fade in the Coming Months

By: theblockbeats.news|2025/07/03 11:08:03
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BlockBeats News, July 2nd. Recently, SkyBridge Capital founder Anthony Scaramucci stated in an interview with Bloomberg that the trend of public companies adding Bitcoin to their balance sheets is only a temporary phenomenon. He predicted that this strategy will lose momentum in the coming months. "Currently, companies are simply blindly copying (MicroStrategy's) Bitcoin hoarding strategy, and this trend will eventually fade away."

Scaramucci expressed that investors will eventually question why they should pay a premium for companies holding Bitcoin on their balance sheets instead of buying it directly themselves. This trend started in 2021 when software company MicroStrategy (MSTR), led by CEO Michael Saylor, first heavily purchased Bitcoin, causing its stock price to soar nearly 3000%. This move attracted other companies to follow suit, including medical equipment firm Semler Scientific (SMLR) and Japanese listed company Metaplanet (3350). The trend is not limited to well-known companies, as many small-cap companies are also attracting capital attention by increasing their holdings of Bitcoin or other cryptocurrencies such as Ethereum and XRP. However, Scaramucci emphasized that Saylor's success is unique—MicroStrategy has a diversified business beyond Bitcoin, and "other copycat companies need to bear additional management costs and valuation premiums."

Despite being bullish on Bitcoin in the long term, Scaramucci cautioned investors to consider the hidden costs of "Bitcoin concept stocks." With the approval of a Bitcoin spot ETF by the U.S. SEC, institutional investors can now allocate Bitcoin directly, weakening the scarcity logic behind companies hoarding Bitcoin. Data shows that the growth rate of corporate Bitcoin holdings in the second quarter of 2024 has decreased by 37% compared to the same period last year.

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DDC Enterprise Limited Announces 2025 Unaudited Preliminary Financial Performance: Record Revenue Achieved, Bitcoin Treasury Grows to 2183 Coins

On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.


2025 Full-Year Financial Highlights


Revenue: Expected to be between $39 million and $41 million, reaching a new company high.


Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.


Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.


Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.


Core Consumer Food Business Performance


In 2025, DDC's core consumer food business maintained strong operational performance.


The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.


In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.


Bitcoin Reserve Update


In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.


As of December 31, 2025: The company holds 1,183 BTC.


As of February 28, 2026: Holdings increased to 2,118 BTC


Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC


DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."


Adjusted EBITDA Definition
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation


About DDC Enterprise Limited


DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.


The company has established Bitcoin as a core reserve asset and is executing a prudent, long-oriented accumulation strategy. While expanding its portfolio of food brands, DDC is gradually becoming one of the public company pioneers in integrating Bitcoin into its corporate financial architecture.


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