Hello @hippiestank! I’d like to share my thoughts about the proposal. Please note that these are strictly my personal opinions:
First of all, I love Bitcoin! <3 Bitcoin will have a huge role in the future of our world. I think it totally makes sense for a DAO to hold some BTC. From the biggest companies like MicroStrategy to small local businesses, many have started accumulating BTC on their balance sheets. I even know of a Hungarian football club that began investing in BTC in recent years. ![]()
That said, I also love DOT! Unfortunately, DOT is currently at an all-time low as it has lost over 90% of its value compared to its ATH in USD. Its price performance against BTC is even worse. That’s the sad reality.
So while I support the idea that the Polkadot DAO should invest in BTC, I don’t think now is the right time to start DCA’ing into it. Additionally, your proposal mostly outlines the execution plan for swapping DOT to tBTC. OFC, the technical details are important, but the proposal lacks any meaningful projections regarding the success of the investment. If someone wants to convince me that the Polkadot DAO should start swapping DOT into BTC in the current market conditions, I would want to see detailed projections with charts and diagrams covering best case, base case, and most importantly, worst case scenarios. I’m especially thinking about questions like: What if the community waits until DOT reaches $20 or 0.0001 BTC/DOT? I’d love to see calculations and visualizations comparing these scenarios. Timing matters a lot!
So yes, I’d like to see forecasts on the Polkadot DAO’s potential capital growth, revenue models, opportunity cost analyses across multiple scenarios, etc. I know the market is unpredictable and none of the projections are guaranteed to play out, but such calculations can still help decision-makers evaluate the best course of action.
So, I look forward to your response and analysis! :))


