{"id":244853,"date":"2026-10-28T13:30:12","date_gmt":"2026-10-28T13:30:12","guid":{"rendered":"https:\/\/mycryptomania.com\/?p=244853"},"modified":"2026-10-28T13:30:12","modified_gmt":"2026-10-28T13:30:12","slug":"samara-asset-group-ceo-bitcoin-treasury-companies-a-disservice-to-shareholders","status":"publish","type":"post","link":"https:\/\/mycryptomania.com\/?p=244853","title":{"rendered":"Samara Asset Group CEO: Bitcoin Treasury Companies a \u201cDisservice to Shareholders\u201d"},"content":{"rendered":"
\u25b6<\/span><\/a><\/div>\n

Bitcoin Magazine<\/a><\/p>\n

Samara Asset Group CEO: Bitcoin Treasury Companies a \u201cDisservice to Shareholders\u201d<\/a><\/p>\n

<\/div>\n

A CEO whose company holds Bitcoin as its primary treasury reserve says he hates the term \u201cBitcoin treasury company,\u201d and that the market is rejecting every pure treasury play except Strategy. Patrick Lowry of Samara Asset Group joins Grace Remington and Sean Hagan to explain why \u201cdigital gold\u201d was \u201cstupid marketing\u201d that turned Bitcoin into an investment instead of money, and why that framing is exactly why Bitcoin dips every time the Fed talks about hiking. He lays out how Samara uses Bitcoin as working capital instead, parking venture fund commitments in it and liquidating on capital calls regardless of price.<\/p>\n

Chapters:
0:00 \u201cI Hate the Term Bitcoin Treasury Company\u201d: The Market Is Rejecting Pure Plays
1:05 Why \u201cDigital Gold\u201d Was Stupid Marketing That Made Bitcoin an Investment
2:13 Hold vs. Use: How Samara Runs Bitcoin as Working Capital for 20+ Funds
3:59 Capital Calls Explained: Parking VC Commitments in Bitcoin Across Halving Cycles
7:17 The Hurdle Rate Problem: Why Holding Bitcoin Can Be a Disservice to Shareholders
11:46 MSCI\u2019s Non-Operating Company Decision and the 1940 Act Loophole
13:37 Bitcoin, Ethereum and XRP: What Happens If Altcoin Treasuries Trigger a Backlash
15:21 Europe Went Backwards: BaFin, the First Bitcoin ETP and Post-Merkel Overregulation
20:20 France\u2019s Bond Crisis and Why Germany Won\u2019t Bail Out the French
23:30 What Rising Sovereign Yields Mean for Bitcoin and Why It Dips on Fed Hikes<\/p>\n

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.<\/p>\n

This post Samara Asset Group CEO: Bitcoin Treasury Companies a \u201cDisservice to Shareholders\u201d<\/a> first appeared on Bitcoin Magazine<\/a> and is written by Patrick Green<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

\u25b6 Bitcoin Magazine Samara Asset Group CEO: Bitcoin Treasury Companies a \u201cDisservice to Shareholders\u201d A CEO whose company holds Bitcoin as its primary treasury reserve says he hates the term \u201cBitcoin treasury company,\u201d and that the market is rejecting every pure treasury play except Strategy. Patrick Lowry of Samara Asset Group joins Grace Remington and […]<\/p>\n","protected":false},"author":0,"featured_media":244854,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-244853","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-discovery"],"_links":{"self":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/244853"}],"collection":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=244853"}],"version-history":[{"count":0,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/244853\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/media\/244854"}],"wp:attachment":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=244853"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=244853"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=244853"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}