Saifedean Ammous, the economist who wrote "The Bitcoin Standard," says companies that hold bitcoin as a treasury asset may have trouble keeping up with Michael Saylor's Strategy. Cointelegraph published his comments on Oct 2, 2026.
His point is about companies whose main business is buying bitcoin. He says Strategy is ahead of them because it is larger and has cash reserves. The article excerpt does not name any of the competing companies.
The excerpt does not give figures for Strategy's holdings or for the size of its cash reserves. It also does not say how the rival companies have responded or whether any of them have run into problems so far. Those details are not yet known from this report.
For someone who already holds a perpetual position on Bitget, Bybit, MEXC or OKX, this changes nothing directly. The report is one person's view of how bitcoin treasury companies compete with each other. It contains no information about funding rates, trading fees or liquidity on any exchange.
Source: cointelegraph — Bitcoin treasuries may struggle to match Strategy, says Ammous
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