MDB on Nostr: Coverage of Bitcoin and adjacent Bitcoin infrastructure with a Strong Buy rating, as ...

Coverage of Bitcoin and adjacent Bitcoin infrastructure with a Strong Buy rating, as we see the network as one of the defining monetary and digital infrastructure systems of the 21st century. Sovereign digital money, global settlement, and energy-linked compute are driving the most significant financial infrastructure convergence since the advent of the Internet.

By lowering the cost of storing, transmitting, and settling value without trusted intermediaries, Bitcoin is enabling a new infrastructure layer spanning savings, payments, capital formation, energy markets, custody, mining, and financial settlement. Just as railroads compressed physical distance, electric grids standardized power, and the Internet collapsed information costs, we believe Bitcoin is building the foundational monetary platform for the next generation of global capital.

Adjacent Bitcoin infrastructure, including mining, custody, Lightning, institutional balance sheets, financial products, and energy-integrated compute, expands the network’s economic surface area. In our view, Bitcoin is no longer simply a speculative asset. It is becoming a base-layer reserve system for a digitally native economy.