Analysis: Bitcoin Treasury Company should currently exercise caution in increasing holdings. The recommended investment allocation is 1-5% of the company's treasury.

Deep Tide TechFlow News, December 28 — According to Forbes, Web3 domain service provider Unstoppable Domains Chief Operating Officer Sandy Carter authored an article titled “Bitcoin at $87,000: Bear Market or Buying Opportunity,” which points out that while gold and silver prices are rising, the decline in cryptocurrency prices may indicate a deeper bear market or could simply be a short-term pause before a long-term rally. Analysts and institutions have differing views on the current market conditions.

For Bitcoin treasury companies, it is currently necessary to monitor holdings and set investment limits. The typical investment allocation ratio is 1-5% of the company’s treasury. If considering entering the market, it is recommended to use dollar-cost averaging for investments. If the investment scale exceeds 2% of available liquidity, it is advised to wait until ETF capital inflows turn positive before entering. Sandy Carter also mentioned that future focus could be on the Federal Reserve beginning to cut interest rates after maintaining high rates, as Bitcoin reacts more strongly to a loose monetary environment than to inflation data.