Analysis: Bitcoin treasury companies should currently increase holdings cautiously, with a recommended investment allocation of 1-5% of corporate treasury.

Deep Tide TechFlow news, on December 28, according to Forbes, Sandy Carter, COO of Web3 domain service provider Unstoppable Domains, wrote an article titled "Is $87,000 Bitcoin a Bear Market or a Buying Opportunity?" In the article, she pointed out that while gold and silver prices are rising, the decline in cryptocurrency prices may indicate a deeper bear market, or it could just be a brief pause before a long-term uptrend. Analysts and institutions have differing views on the true state of the current market.

For Bitcoin treasury companies, it is currently necessary to monitor holdings and set investment limits. Typically, the investment allocation ratio for corporate treasuries is 1-5%. If considering entering the market, it is recommended to use the dollar-cost averaging method for investment. If the investment size exceeds 2% of liquid funds, it is advised to wait until ETF capital inflows turn positive before entering. Sandy Carter also stated that attention can be paid to the Federal Reserve starting to cut interest rates after maintaining high rates, as Bitcoin reacts more strongly to a loose monetary environment than to inflation data.