Technical billionaire Peter Thil and Michael Sailor creates treasury bonds at the encryption company, but some financial observers notice that their strategies can pose great risks.
Thiel and Saylor poured a large capital in encrypted currencies through their companies and their investment vehicles: Silor, with the repeated Bitcoin software (Software Company)BTC) And Thiel, through investment capital investments in the encryption companies, and its exchange, buy, bullish, which was announced earlier in August.
Each of them not only seeks to expand its property, but also how the coded currency industry is formed and organized. But there are still statistically significant differences in their strategies and expectations related to encryption, and companies that decided to form a cryptocurrency may be an invitation to the “vortex of death” when prices are disrupted.
Thiel and Saylor have the difference in encryption investment strategies
Michael Sailor, co -founder and head of the previous Microstrategy Software Strategy, created waves in the financial world through what was called “unlimited money defect”.
“Dysplace” refers to the strategy approach to buying bitcoin, as it is issued in shares or securities associated with shares to buy bitcoin and then carries the original on its public budget.
Usually, the issuance of more shares will reduce the value of the share price, but the large bitcoin purchases increase the price of BTC, which increases the evaluation of the strategy later and allowed it to issue more debts.
The course continues.
The strategy was so successful in the strategy that it gained a group of imitators. The term “Bitcoin Company for the Ministry of Treasury” is increasingly growing in the financial world, with 174 public companies a contract Bitcoin, according to bitcointreasurys.net.
The Silor encryption strategy focuses only on bitcoin, the accumulation of the largest part of the cryptocurrency as possible, and contains almost a metaphysical description of the original.
In 2020, it is books This bitcoin “is a swarm of the Internet that serves the goddess of wisdom, feeds on the fire of truth, and grows dramatically more intelligent, faster, and stronger behind a wall of encrypted energy.”
In a letter at the Bitcoin Policy Institute in March, Silor He said Bitcoin was the “Newton Network”, and its control was necessary for the United States to maintain global power.
He also suggested that the aggressive bitcoin accumulation strategy from the US government can erase national debts Proposal In other interviews, the National Bitcoin Reserve is “a clear fate for the United States.”
Thiel strategy, although it is less smell, is more diverse. In February 2025, an institutional company, the VC company in which Peter Thil participated in 2005, and which supported companies such as Spacex, Palantir and Facebook, in Bitcoin and another $ 100 million in ether (Eth).
What is the investment strategy in encryption that will be proven to be more effective in the long run:
A) Michael Silor Bitcoin’s approach only
B) The various Peter Thil strategyShare your thoughts in the comments 👇👇👇
– Cointelegraph (@cointelgraph) August 26, 2025
The Founders Fund owns 7.5 % of Etzella, a biotechnology company that has turned into the ether investment vehicle, as well as a 9.1 % stake in point indulge technologies, which helped the Founders Fund raised $ 250 million in ETH.
Thiel also supported the exchange of an encrypted currency, a rise, announced on August 19, where it received a $ 1.15 billion rating on several Stablecoins, including USDC (USDC)USDC(Paypal usd)pyusd).
It is clearly invested in the encryption space and is optimistic about its growth, but Thiel also showed some measured doubts, especially with regard to bitcoin. Outside question Whether the original is not at least “a Chinese financial weapon against the United States.”
“It threatens the Fiat funds, but it threatens the US dollar in particular, and China wants to do things to weaken it so that China is the long Bitcoin, and from a geopolitical perspective, the United States must ask some of the most striking questions about how exactly does this work.”
In short, the Thiel approach provides more cautious and varied exposure to encrypted currencies, while Sailor takes an aggressive and direct strategy, all of them.
Bitcoin Treasury companies in height: Is it a bubble?
The encryption industry may soon discover the strategy that will win. In recent weeks, the Bitcoin Model has lost Steam’s Silor.
The thesis of the “Raise Capital, the shift to Bitcoin and the awaiting” it may be somewhat clear, but it leaves the company vulnerable to the famous fluctuations of bitcoin markets.
If the price of the BTC near the Bitcoin-SPAR scale, or the net asset value (NAV), decreases from the shares of the company, then the shares lose the temporary store of the evaluation that was supposed to raise the price of its share.
This can lead to the supposed “death cycle” in which the maximum company is shrinking, as well as access to capital. Without anyone to buy the shares of the company or any lenders, the company cannot expand its owners or re -financing the current debt. If a mature loan or margin call comes, then follow the forced references.
NAV’s Recovery currently helps at 1.4 times its share price. It was nearly twice the price of the stock in February, when the financial professor at the University He said Wealth, “There is no rational explanation for this difference.”
Therefore, strategy investors not only face risks not only from bitcoin fluctuations, but from “all that pays this difference between the net value of assets and the stock price … This additional component is an additional source of risks.”
In recent weeks, the strategy share price has decreased alongside BTC, but the purchases of the Silor BTC continues unabated. Company Buy 3,081 BTC for 356.9 million dollars Over the week ending on August 24.
Market conditions may be relatively fixed at the present time, and the White House policy is still firmly supportive. But the encryption winter always comes, and when they do it, he will see the strategic market that survives.
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