The post Bill Miller IV Reveals Firm’s Investment In GME, Touts Bitcoin Treasury Strategy appeared on BitcoinEthereumNews.com.

In a recent interview, Bill Miller IV outlined his firm’s investment approach in a rapidly shifting macro environment, spotlighting GameStop as a new position and reiterating strong conviction in Strategy (formerly MicroStrategy) as the blueprint for Bitcoin treasury strategy. For Miller, corporate Bitcoin strategy is more than a hedge—it’s a signal of innovation, adaptability, and capital efficiency. Strategy: Solving Corporate Finance Problems with Bitcoin Miller praised Strategy’s transformation from software company to capital allocator focused on Bitcoin. He emphasized that the company isn’t just investing in Bitcoin—it’s solving traditional corporate finance challenges through Bitcoin-backed innovation. Strategy continues to create access to Bitcoin across the capital stack, offering various instruments with different risk profiles—from equity to convertible notes. While some view the firm’s market premium as excessive, Miller sees it as deserved. He framed Strategy’s persistent accumulation of Bitcoin through share issuance as an intelligent response to monetary debasement and a model that others have yet to replicate effectively. He also noted that the rebrand from MicroStrategy to Strategy marked a shift not just in name, but in purpose—cementing the company’s identity as a Bitcoin development company. Not Every Company Can Be Strategy—But Many Can Start According to Miller, there’s a growing list of public companies adding Bitcoin to their balance sheets—more than 70 by his count—but his firm only invests in a select few. He emphasized that his team evaluates each one on its own merits, with a value-oriented lens and a clear focus on the core business. While not every company can become a Bitcoin development company like Strategy, Miller believes many can and should adopt Bitcoin as a long-term store of value. He described Bitcoin as a way for companies to preserve the purchasing power of their excess capital, especially in light of monetary policies designed to erode…

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Filed under: News - @ April 2, 2025 8:29 pm