Bitcoin Reserve for the Polkadot Treasury

[et90266]

@hippiestank

This analysis illustrates why diversification works. A 2.46% annualized return during a 60% DOT decline vs BTC is great risk-adjusted performance. While the upside seems small now, if the decline continues, the difference compounds significantly and the community continues to function.

If we want a resilient Treasury then we would diversify into different asset classes. Not sell one highly volatile asset for another.

Buffet owns $300B in T-Bills (5% of the entire market). Current yield on the 10-year is 4.5%

That’s double the return we would have gotten from acquiring BTC when the WFC was first proposed.